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Strategy, Plan, Implement

I thrive in the design and execution of major transformations or planned disruptors for individuals, teams, and businesses. The satisfaction of being a partner and leader while helping to develop and guide the execution of a vision is extremely rewarding and is what keeps me driven.

Services:


Strategy Creation

  • Creating or Modifying Strategy Vision

    • Guiding principles

    • Scope definition

    • Gap identification and solutioning  

    • Project planning, discipline, and execution

    • Resource planning

    • Budget estimation and tracking  

  • New Systems selection and eco system planning

    • Environment planning (short term and long term)

    • License review and planning

    • Business/System diagrams

    • Architecture diagrams

    • Data flow diagrams

    • Assistance with System configuration or customs

    • Assistance with Reporting development

  • Compliance

    • Conversion related

    • Business Processing

  • Data Management ​

    • Cleansing strategy and execution

    • Retention/Archive planning

  • Implementation

    • Client / Vendor impact planning

    • Employee impact planning

    • Implementation (Event) planning and execution  

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Business process and Systems   

  • Vendor/Client/Contract onboarding and servicing

  • New / Updated process mapping

  • System changes in process due to new system implementations

Data Mapping

  • System to system

  • Data warehouse and reporting

  • Data merge into enterprise eco system  

System Integration

  • Core systems 

  • Supplementary systems

  • Data exchanges

Testing

  • Assistance in creation of Strategy, Use Cases, Scripts  

    • Conversion Data reconciliation

    • Conversion Financial reconciliation

    • System Integrations

    • User Acceptance Test

    • Daily, Nightly, and Month end simulations  

    • Performance

    • Security

Implementation

  • Change management and Training

    • Executive updates

    • Management and Employee updates

    • External (Vendor / Client) Communications

    • Readiness planning and monitoring

    • Employee training new business process and systems

    • Post go-live support     

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