Consulting

Consulting

Types Of Consulting Engagements

Strategic Planning

As part of your modernization team, my decades of experience will provide insight as you conceptualize your transformation plan. Understanding the true scope of the effort, across business processes, technology components, clients, customers, and business partners, will enable you size your project appropriately.

As-Is Modeling

Build a model of your enterprise that will help you understand how it works today. The model will clearly show the human activities in your business processes, the roles of systems, and the interactions with all involved parties. Armed with this model, you will be able to clearly delineate the scope of your modernization effort. This model will also provide the context for evaluating potential enterprise changes.

To-Be Modeling

Leverage your as-is model to efficiently evaluate proposed modernization alternatives in terms of their impact upon the roles of individuals, the structure and organization of your business processes, the system and integration changes that will be required, and the information flows that will be altered.

Training and Mentoring

Through both formal training and informal mentoring I can provide your staff the skills they will need to and maintain your enterprise’s Total Architecture model.


Health Care Enrollment

Analyzed and critiqued the existing documentation for a state-run affordable care eligibility and enrollment site. Subsequently created a Total Architecture model of this site and its related business processes. The model brought brought insight into the cost and scheduling issues encountered while evolving the system.

Health Care Insurance

Aided in the strategic planning and as-is analysis for a mainframe replacement project. Some of the insights gained were captured in the paper Toward a Health Care Business Process Reference Model.

Medical Professional Certification

Aided in the modernization strategic planning and as-is analysis for systems supporting the testing and certification of foreign medical professionals who whish to practice in the United States.

International Funds Transfer

Architected a modernized messaging system for international bank funds transfers and demonstrated the reliability and scalability of the solution to meet requirements.

Remote Market Trading

Architected a scalable messaging system for remote trader’s workstations. Oversaw the implementation, testing, and go-live of this solution.

Tax Preparation

Architected the integration of online and desktop tax preparation systems with other lines of business and demonstrated the reliability and scalability of the solution to meet requirements.

Customer Relationship Management

Architected the integration of multiple data sources to synthesize a consistent customer view across multiple financial services lines of business. Oversaw the implementation, testing, and go-live of the solution.

Site Disaster Recovery

Architected a site disaster recovery solution for a large lodging and entertainment company. Oversaw the implementation, testing, and successful live fail-over of this solution.

Customs Clearance

Architected a solution for sharing customs-related documents across multiple nations dispersed over a wide geographic area.