
Freelance BPM analyst, architect and blogger
Toronto, Canada Area

Freelance BPM analyst, architect and blogger
Toronto, Canada Area
A "technology catalyst", I have a 20-year history of software design and systems architecture in several technology areas, combined with a deep understanding of business environments and how technology can impact them.
I seek strategic engagements where I can provide and execute a vision of the innovative application of technology to business.
I blog about BPM, enterprise architecture and other intersections of business and technology at www.column2.com
Technology: business process management (BPM) design and architecture, enterprise architecture (EA), data warehousing, business intelligence
Industries: financial services, insurance
(Self-Employed; Myself Only; Computer Software industry)
March 2005 — Present (3 years 7 months)
-
I blog about BPM, Enterprise 2.0, business intelligence and whatever else is interesting on a particular day.
-
(Self-Employed; Myself Only; Information Technology and Services industry)
January 2002 — Present (6 years 9 months)
-
I focus on the strategic application of technology to business, including technology selection and evaluation, business process redesign, and functional and technical design. Key engagements are listed following as (contract).
-
(Public Company; 1001-5000 employees; FILE; Information Technology and Services industry)
April 2004 — June 2007 (3 years 3 months)
-
Authoring and delivery of several courses used as part of FileNet’s BPM certification process for its sales teams and partners, including a 15-part "BPM Consulting Skills" course, and shorter courses on compliance, enterprise architecture, business continuity planning and process industry standards.
-
(Public Company; 10,001 or more employees; Insurance industry)
November 2005 — March 2006 (5 months)
-
Develop architectural strategy for support of life insurance applications, including underwriting, policy administration, CRM and BPM. Performed a technical review of an existing FileNet BPM implementation.
-
(Public Company; 10,001 or more employees; RY; Investment Management industry)
September 2003 — September 2004 (1 year 1 month)
-
Business and application architect for Royal Bank of Canada's institutional investment area, now RBC Dexia, including development of an enterprise architecture framework; assessment of business intelligence suites, corporate portals, currency exchange systems and BPM suites; and direction of technology on development projects.
-
(Public Company; TSX:GWO; Insurance industry)
January 2004 — April 2004 (4 months)
-
Architect of a FileNet BPM system for Great-West Life's group health claims processing. I worked closely with the business and systems representatives to develop detailed user requirements and functional specifications for use by a third-party development team.
-
(Public Company; Investment Management industry)
September 2003 — December 2003 (4 months)
-
Assisted Vanguard with design and implementation of a FileNet BPM system for mutual fund transation processing. Mentoring included both functional and performance considerations.
-
(Public Company; Investment Management industry)
April 2003 — June 2003 (3 months)
-
Conducted a detailed return on investment study for the implementation of BPM and imaging within several transaction processing areas of Royal Trust. Performed vendor comparison analysis and aided in vendor selection.
-
(Public Company; Investment Management industry)
April 2002 — August 2002 (5 months)
-
Architect of a FileNet BPM system for TD Waterhouse U.S. mutual fund transaction processing operations. I worked closely with the business and systems representatives to develop detailed functional specifications and technical design documents for use by a third-party development team.
-
(Public Company; 1001-5000 employees; FILE; Computer Software industry)
May 2000 — September 2001 (1 year 5 months)
-
Reporting directly to the President, this position was created specifically for my skills in order to provide cross-functional coordination of technology, services and application requirements needed to establish FileNet as the leader in BPM. Responsibilities included developing and implementing business strategy, positioning and evangelization; assisting sales teams in developing strategy for customer accounts and presenting it to customer senior executives; understanding customer requirements and advising customers and FileNet personnel on complex eProcess applications; ensuring that FileNet engineering teams are fully apprised of customer requirements; and providing executive level consulting on a billable basis.
-
(Privately Held; 11-50 employees; Information Technology and Services industry)
May 1987 — March 2000 (12 years 11 months)
-
Co-founded a professional services firm, initially focused on scientific imaging, changed in 1991 to a focus on document imaging and workflow. As CEO, responsible for transforming the previous partnership model into a corporate structure that allowed for growth. Led the company to 40 employees and $5.5M in professional services revenue. Identified and focused the company on key markets in BPM and business-to-business e-commerce applications in financial services.
As Chief Architect, specialized in in high-level strategic technology consulting and functional design; that is, how technology can be applied to an organization in order to improve its business processes and transform its business.
-
(Computer Software industry)
1988 — 1990 (2 years)
-
Co-founded a software product company for the development of a LAN-based document imaging product, including acquiring venture capital financing for initial product development and marketing.
As VP, R&D, I designed the flagship Imara LAN-based document imaging software package, managed the development life cycle from design through first release as a commercial shrink-wrapped product, then managed the incremental design, development and packaging of the product through two subsequent versions.
-
(Privately Held; 51-200 employees; Computer Software industry)
1985 — May 1987 (2 years)
-
Designed and managed the implementation of a commercial geographic information system.
Prior to the inception of the GIS project, designed and developed the Fourier analysis and terrain mapping packages that formed part of PCI’s commercial satellite image analysis package.
-
M.A.Sc. (incomplete), Systems Design Engineering, 1984 — 1985
Specialized in two-dimensional Fourier analysis of ultrasound medical images.
B.A.Sc., Systems Design Engineering, September 1979 — April 1984
Five-year undergraduate degree included 24 months of cooperative education work experience in designing microprocessor-based control systems for underground mining operations, designing pulp mill components, and analyzing and developing oil well properties.