Jacob M. Edelman

The Edelman COnsulting Group, LLC

8799 E Kenyon Avenue • Denver, CO 80237 • (512) 300-5937

jacob.edelman@edelmanconsult.com

www.edelmanconsult.com

Pursuing contract engagements in the Business Process Management (BPM) software field.  Experienced Solution Architect looking to continue enabling customer success with BPM program and project delivery using agile software delivery methods.

The Edelman Consulting Group, LLC (Denver, CO)

Owner / Principal Business Process Management (BPM) Consultant: July 2012 – Present

·         Delivered BPM Projects and Programs

·         Helped transform customer business to use agile, continuous process improvement, and iterative development

 

IBM / Lombardi Software an IBM Company / Lombardi Software (Austin, TX / Denver, CO)

Senior Business Process Management (BPM) Consultant: January 2009 – June 2012

·         Responsible as customer facing BPM program delivery driver

·         Follow agile delivery methodology in multiple iteration projects

·         Lead client’s business in discovery and analysis of current processes

·         Recommend solutions to improve upon cost driven Key Performance Indicators (KPI’s)

·         Interfaced between IT and Business to drive customer enablement of BPM solutions

·         Collaboration with offshore and remote project teams

·         Primary architect of process application solutions in multiple customer engagements

·         Owner and lead author of the IBM Business Process Manager (IBM BPM) General Exception Handling (GEX) framework and toolkit

·         Owner of the BPM Consultant Shared Development Environment (BPMC-DEV), home of ongoing toolkit, framework, and best practice development for the consulting community

 

o        The Northern Trust Company (November 2012 to Present / Chicago, IL)

o        Solution Architect for Wave 1 Release of End-to-End Account Opening process

o        Performed solution and code review for multi-location development team

o        Guided customer in infrastructure, security, integration, and process development

o        Western Union / WU (December 2011 to November 2012/ Englewood, CO)

o        Team Developer / BPMC for worldwide Money Transfer Agent Enrollment Process

o        Led discovery, estimation, and business requirements acceptance sessions

o        Followed and advocated strict adherence to Agile Development methodologies

o        Presbyterian Healthcare Services / PHS (July 2011 to November 2012 / Albuquerque, NM)

o        Lead Senior Consultant in charge of delivery of Hierarchical Conditions Categories (HCC) project

o        Launched pilot process that is transforming the PHS IT/IS department

o        Directed PHS in best practices for agile software delivery, helping customer transform from PM project to BPM program

o        Led cross department team (developers, integration designers, and analysts)

o        CROSSMARK INC (March 2011 to June 2011 / Plano, TX)

o        Led customer in discovery, analysis, and implementation for Field Billing Process

o        Helped customer build a center of excellence and enterprise wide BPM program

o        Integrated and led interaction with SOA team

o        Framed agile delivery approach within the customer’s traditional waterfall IS department

o        Charles Schwab (January 2011 to February 2011 / San Francisco, CA)

o        Helped with technical issues in regards to software upgrade

o        Developed mechanism to keep application preferment

o        Instructed customer in best practices for tracking data and reporting on that data

o        Federated Mutual Insurance Company (November 2010 to January 2011 / Owatonna, MN)

o        Development and Best Practice Lead for migrating 200+ processes from old software to Websphere Lombardi Edition

o        Unstructured New Business Quote Process (pilot process) revolves around creating insurance quotes for potential new customers

o        Verizon Wireless (August 2010  to October 2010 / Dublin, OH)

o        Technical and Best Practice Lead for creating Next Generation Knowledge Management tool

o        Mentored development and IT teams in implementation of high volume call center technical support guides

o        Brown Brothers Harriman (August 2010 to September 2010 / Boston, MA)

o        Technical lead in scoping effort of Tax Documentation System (TDS) and Registration Document System (RDS) processes

o        Processes are used to request, receive, and file extra documentation for clients in regards to account changes and tax purposes

o        Aurora Investment Management LLC (May 2010 to July 2010 / Chicago, IL)

o        Development Lead Expert for the Trade Ticket System Version Two (TTS-V2), a high volume system tracking and processing all trades that occur within the firm

o        TTS-V2 had a monthly volume of billions of dollars and was a tier one system

o        T Rowe Price (May 2010 / Denver, CO)

o        Development Lead Expert for creating custom reports and scoreboards to track and improve efficiency of the analysts who generate reports for all assets in the firm

o        CVS/Caremark (January 2010 to April 2010 / Monroeville, PA)

o        Development Group Lead of cross functional and offshore teams working on Enterprise Specialty Pharmacy System (ESPS) – a clinical patient management system created to boost profits and improve care

o        Midwest ISO (June 2009 to December 2009 / Carmel, IN)

o        Development and Analyst Lead as well as creator of best practices and center of excellence for the Governance Risk and Compliance (GRC) program

o        GRC is responsible for running all processes from the secure control room and documenting all outcomes for automated audit document generation

o        Cotemar, S.A. de C.V. (May 2009 to June 2009 / Cuidad del Carmen, Mexico)

o        Lead BPM project and Report Developer for process that was used to generate construction and services bids for Mexico’s state run oil company

o        WE Energies (February 2009 to May 2009 / Milwaukee, WI)

o        Process and Report Developer for the Low Income Pilot (LIP) project that is used to enroll, manage, and track customer who cannot afford the full amount of their utility bills

·         IBM Certified BPM Developer - WebSphere Lombardi Edition V7.2, November 2011

·         IBM Certified BPM Developer - BPM Blueprint; WebSphere Lombardi Edition V7.1, November 2010

·         IBM Certified Associate Developer - Lombardi Blueprint; Lombardi Teamworks 6.2, June 2010

·         Lombardi Certified Level 1 Developer, December 2009

·         B.S., Mechanical Engineering, College of Engineering, University of Wisconsin-Madison, December 2008

·         Expert in delivering BPM Projects following agile delivery methodology

·         Expert in managing development for WebSphere Lombardi Edition processes

·         Expert in modeling process on IBM BlueWorks Live (formerly BluePrint)

·         Advanced in JAVASCRIPT, JAVA, SQL, XML, HTML, CSS, and WebServices

·         Advanced in gathering business requirements, scoping BPM projects, and creating user stories

·         Advanced QA, unit testing, and peer reviews of business process applications

·         Developed toolkits, frameworks, and best-practices for the Lombardi consulting group

·         Skiing, Cooking, Leisure travel

·         Technology, science, nature

·         University of Wisconsin Alumni Association

·         Denver Rotaract, volunteer activities

·         Involvement in Jewish community

References available upon request