resume - phillip e lucier 20150111

PHILLIP E. LUCIER

SUMMARY Over 25 years experience in managing, consulting and software development projects as a Senior

Consultant. Experienced in multiple industries including, government, non-profit, finance/investments, e-business,

insurance, manufacturing, wholesale distribution, service providers/consulting, healthcare providers, professional services, retail, oil service and health insurance.

Good experience across industry, application and tools helps to efficiently deliver business solutions. Strong experience with additional education in OO architecture and design, multiple accounting

systems, Rational Unified Process, Six Sigma, Crystal Reports, presentation skills, public speaking, project management and Microsoft Office Suite.

Experienced in managing global implementations and complex software development projects. Experienced across business analysis, project management, consulting, development, testing, data

integration, data quality, customization and support. All this adds up to helping him to efficiently deliver business solutions.

EDUCATION Bachelor of Science in Business Administration, Arizona State University, AZ.

o Major: Accounting and Finance.

CERTIFICATIONS Microsoft Certified Technology Specialist - Managing Microsoft Dynamics Implementations.

TECHNICAL SKILLSDesktop Operating Systems Windows 7-8, Windows Vista, Windows 2000/2003, Windows XP

Professional/Home, Windows 95 and UNIX.Desktop Applications Microsoft Office 2010 (Word, Excel, Visio, PowerPoint, SharePoint,

Outlook and Access), XP, 2000, 97, 95, SMS, Borland Caliber RM and DefineIT, Test Director, ClearQuest, On-Demand, Live Link and Balsamiq.

Financials Crystal Reports, Lotus SmartSuite, Lotus Notes, TCP/IP, RealWorld Accounting Systems, Great Plains Accounting Systems, Lawson Accounting Systems, Harmony Accounting Systems and SAP (AR, SD, MM and BW).

Functional Expertise Government, Non-Profit, Finance/Investments, Banking, e-Business, Manufacturing, Wholesale Distribution, Service Providers/Consulting, Healthcare Providers, Professional Services, Retail, Oil Service and Health Insurance.

Source Control Visual SourceSafe (VSS) and Team Foundation Server.Database Platforms/Tools SQL Server Management Console, Microsoft Access, SQL Navigator

4.0 and ERwin 3.5.

EXPERIENCEMatrix Medical Network May 2014 - PresentSenior ConsultantResponsibilities Senior business analyst for Electronic Data Capture (tablet-based health assessment application). Requirements gathering through JAD, personal interviews and stakeholder surveys. Business Requirements Document detail development and management of approval process.

o Functional business requirements; Internal and External XML files; PDF extracts and views. Coordination of requirements impacts on other business departments:

o Operational Data Store

Phillip E. Lucier - of 7

o Coding and Complianceo Call Centero Quality Reviewo Business Serviceso Clinical Services

Collaborate with Development team to ensure understanding of requirements. Assist Quality Assurance in testing and clarification of requirements. Post implementation support.

Wells Fargo Bank April 2013 - November 2013Senior Functional Business AnalystResponsibilities: Involved in functional requirements analysis and development for three projects:

o Vendor Management System of Record.o Common Administration User Profile System.o Fair and Responsible Lending.

Developed detailed requirements including process flows, definition of detailed requirements, attribute matrices and application configuration documentation.

Conducted requirements workshops, soliciting detailed requirements from Subject Matters Experts. Participated in QA and UAT testing with Wells Fargo Teams, updating defect tracking system as

needed. Instructed Senior Developer on implementation coding of business requirements and coding defects. Participated in project updates meeting as necessary.

Charles Schwab Bank November 2012 - February 2013Senior ConsultantResponsibilities: Identified all systems and tasks associated with processing and maintenance of lines of credit for

Pledged Asset Line (PAL) product. Reviewed current procedures of Pledged Asset Line Support Team. Developed detailed process flows of all procedures. Recommend procedural changes to facilitate transfer of responsibilities between organizational units

supporting the PAL product. Re-wrote all procedures to facilitate transfer of responsibilities between organizational units

supporting the PAL product.

Business & Decision May 2009 - November 2012Senior Consultant

Client: Industrial Commission of Arizona Senior ConsultantResponsibilities: Developed needs assessment analysis from personal interviews and surveys for agency’s special

fund. This included data and business process flows. Surveyed vendors qualified to answer assessment needs. Developed state-agency vendor survey for selecting a vendor to meet the agency’s requirements.

Client: Triwest Healthcare AllianceSenior Business AnalystResponsibilities: Developed detailed use cases from business user requirements and existing operating procedures. Installed, configured and administered web-based behavioral healthcare products. Conducted business process re-engineering for claims system. Department of Defense Security

Clearance: Secret.


Client: State Department of EducationSenior ConsultantResponsibilities: Developed gap analysis from personal interviews and surveys. Created implementation assessment for a new accounting system utilizing Microsoft Dynamics GP

2010. Developed state-agency required project investment justification for project funding.

Client: Stat DoctorsProject ManagerResponsibilities: Delivered the agreed upon solution to customer implementing a newly designed Tele-medicine

application in cloud with HIPAA certification (https://www.statdoctorsapp.com). Planned, allocated, and motivated human resources. Acted as chief quality control officer for assigned deliverables. Created ongoing status and evaluation reports.


Client: Rural Metro CorporationSenior Quality Assurance LeadResponsibilities: Created functional and integration tests for new transportation request system, including bi-

associative rules requirements. With a keen eye on detail, documented features, expected and actual results, and reported and tracked deviations from requirements to their resolution.

Contractor 2001 - 2009Senior Consultant

Client: United Blood ServicesLead Business AnalystResponsibilities: Developed detailed use cases from business user requirements and existing operating procedures. Installed, configured and administered requirements gathering and management tools, Borland

Caliber RM and DefineIT. Trained and supervised two Analysts in the use of installed toolset.

Client: Dignity HealthcareSenior ConsultantResponsibilities: Researched and developed a detailed inventory of ad hoc reports across 8 patient billing systems

and 41 hospitals. Interviewed numerous Subject Matter Experts to facilitate as-is and to-be adherence to standard

operating procedures. Wrote new operating procedures to facilitate report and query library maintenance. Investigated numerous enterprise tools for utilization as new Reports and Query Library. Analyzed 30 plus bad debt files, using SQL Queries for patient revenue cycle senior management.

Client: Schwab InstitutionalSenior Business Analyst Responsibilities: Developed detailed use cases and associated as-is and to-be process flows. Documented and prioritized system and application requirements. Prepared presentation materials for training and education. Developed ETL specifications ad prepared test matrices and test data to support project plans in a

Scrum environment.

Project: Integration PM - eFunds (now Fidelity National)Responsibilities: Developed and implemented integration project plan including system integration testing, parallel

testing and cutover plans for eFunds new SAP billing system. Documented as-is and to-be billing process flows. Reviewed functional and technical design documentation. Prepared test matrices and test data to support project plans. Coordinated testing facilities and personnel resources to execute UAT program. Executed tests and follow-up, including issue tracking and resolution with development staff in U.S

and India. Regression test affected systems and interfaces. Prepared presentation materials for training and education. Maintained status reporting to Project Management Office.


Client: The Regence Group Blue Cross Blue ShieldSenior RUP AssociateResponsibilities: Developed as-is and to-be state activity/process models, context diagrams, future state definition

documents, use cases and related requirements documentation. Interacted with Subject Matter Experts and Project Managers in benefit selections, contract

maintenance, billing and reconciliation, claims, customer service, clinical editing, OPL/subrogation, utilization management and member appeals to ensure timeliness of project deliverables.

Developed impact analysis for implementation of new products. Adhoc participation in change control process design and submission of change control request to facilitate accuracy and completeness of business requirements in an Agile/Scrum environment.

Sarbanes Oxley Auditor - VariousResponsibilities: Developed detailed use cases and associated as-is and to-be process flows, to review and implement

federally mandated Sarbanes Oxley audit requirements.

Client: AST Trust CompanySenior RUP ConsultantResponsibilities: Interpreted business requirement documents and translated requirements into software requirements

specifications. Developed functional and technical requirements for integration interfaces with securities trading

partners and platforms (National Securities Clearing Corporation (NSCC).

Client: Bank of AmericaSenior RUP Business AnalystResponsibilities: Interpreted business requirement documents and translated requirements into software requirements

specifications. Developed detailed use cases and associated process flows to implement salary data changes into

Centralized Associate Information System. Documented and prioritized system and application requirements. Documented detailed data migration requirements and plans.

Client: Nike Senior RUP AssociateResponsibilities: Developed detailed use cases and associated as-is and to-be process flows, to implement a new

Product Data Management system for Nike Corp using Rational Unified Process. Facilitated stakeholder JAD sessions defining business rules and requirements. Documented and prioritized system and application requirements. Developed existing and proposed process flows utilizing Uniform Modeling Language (UML) notation. Designed and executed user acceptance test scripts. Designed and wrote integration and migration specifications.

Client: NCS PearsonSenior RUP AssociateResponsibilities: Developed 275 detailed use cases and associated process flows, to reverse engineer software of

"world's largest education company" to web-enable their school administration software using Rational Unified Process.

Facilitated stakeholder JAD sessions defining business rules and requirements. Documented and prioritized system and application requirements. Detailed existing and proposed process flows utilizing standard UML notation. Negotiated implementation phasing and scope with stakeholders.


Designed and executed user acceptance test scripts. Authored a training course, based on Rational Unified Process for requirements gathering

management and associated workflows.

Hologix Inc 1993 - 2001

Project Manager/Business Analyst/DesignerResponsibilities: Delivered the agreed upon solution to customer and enhanced customer satisfaction. Acted as primary point of contact for all project communications. Brought project leadership experience to project teams of 2 to 25 members in a matrix management

environment. Developed a formal project management methodology, including artifact templates, for delivery by

professional services teams. Planned and tracked customer solution implementations. Planned and tracked multiple tasks across project disciplines. Planned, allocated and motivated human resources. Delegated tasks to accomplish project goals and objectives. Acted as chief quality control officer for assigned deliverables. Ensured timely resolution of issues using escalation and risk mitigation strategies as necessary. Created ongoing status and evaluation reports. Evaluated and reported team member performance. Obtained appropriate stakeholder sign off of all project deliverables.

Business Analyst/Application ConsultantResponsibilities: Responsible for all aspects of business use case, data configuration modeling and integration of

products. Gathered client business requirements, process and data information. Conducted Joint Application Development (JAD) sessions. Facilitated requirements workshops. Conducted information modeling sessions to define and structure business processes, specifications,

and data. Mapped business requirements, processes and data to documentation templates. Configured Hologix product architecture with business model information developed by team. Supervised development of interfaces between Hologix products and legacy systems. Trained users in new application processes and enhancements. Obtained appropriate stakeholder sign off of all analysis deliverables.

Design Analyst/Quality AssuranceResponsibilities: Analyzed and designed applications programs and enhancements including detailed design

specifications. Recommended system design changes as deemed appropriate. Developed user acceptance testing standards and techniques. Executed Quality Assurance tests (unit and integration tests). Maintained test logs and coordinate resolution of any program deficiencies. Designed and created application user manuals and presented training programs. Obtained appropriate stakeholder sign off of all design deliverables.

Money Matters - Private Consultancy 1987 - 1993Senior ConsultantResponsibilities:


Designed, installed and trained personnel in use of management information systems, primarily using RealWorld Business Systems and Great Plains software. Customers included health care, construction contractors, agricultural growers and processors, non-profit organizations, retailers (POS), wholesale distributors, labors unions, medical and legal professionals and real estate development companies.

Experienced with full range of business system modules including General Ledger, Accounts Payable, Accounts Receivable, Payroll and Human Resources, Job Costing, Invoicing, Inventory, Order Entry, Supply Chain and Demand Planning.

Gathered requirements from management, administrators and users for business systems modules. Documented and mapped business requirements, processes and data to business artifacts.

Controlco Inc 1981 - 1987CFOResponsibilities: Led a staff of 7 professionals and gathered company requirements for selection criteria of financial

systems for a multi-store wholesale distributor of automatic controls and control systems. Installed and implemented financial reporting systems and budgeting processes. Prepared monthly financial reporting systems and budgets. Managed accounts receivable, accounts payable, payroll and benefits, credit and collection,

insurance administration, acquisition analysis and quarterly tax returns. Interfaced with independent financial auditors. Secured all long and short term bank financing. Designed and implemented various operational audits and company budgets.


resume - phillip e lucier 20150111

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