DAVID B. TAYLOR

153 Lorenzo DrivePleasant Hill, CA 94523

Home (925) 349-4918 I Cell (925) 330-5447Email: davidbtaylor@comcast.net

PROFESSIONAL SUMMARY

Background includes experience in business analysis and software development for both the private and the public sectors. Services have been provided in the following industries and functional areas:· Telecommunications - Customer Care (Demand Response), Marketing, Sales Operations, Ordering, Inventory,

Customer Billing (local and long distance), Carrier Billing, Revenue Accounting, and Employee Benefits· Insurance - Sales Operations, Electronic Billing & Payments, Membership, and Claims· Retail – Sales Operations, Incentives, Customer Service, Inventory Management, and Product Administration· Consulting/Training - Account Management, Service Delivery, and Training Development/Delivery· Utilities – Methods, Regulatory Compliance, Enterprise Application Governance (GIS), and Business Continuity

PROFESSIONAL ROLES

· Business Process Analyst - collaborated with business subject matter experts to identify process improvements to address problem areas, researched best practices, defined roles and responsibilities, and developed metrics for measuring process results. Developed business, functional, and non-functional requirements for the support of the new processes. Created RFIs and RFPs for package software acquisitions. Identified areas and types of change and developed change management deliverables.

· Business Analyst - worked on a wide range of projects for a variety of organizations in all phases of system development. Developed business cases, requirements, workflows, use cases, prototypes, business rules, data designs, user guides, and test plans/models/scripts.

· Project Manager - served as the project lead on large development projects. Developed timelines and work estimates, reported to senior management, and managed small teams and user expectations.

· Instructor/Mentor/Change Agent - taught courses and consulted on various software development topics, developed templates with job aids, and provided mentoring to junior consultants.

· Software Developer - designed, constructed, and tested software and databases.

TECHNICAL SUMMARY

Methods/Techniques/Best Practices Development/Management Tools· Activity Based Costing· Agile Development

· AssurX· Business Objects

· CMMI · Quality Center· Data Structured Systems Development (Warnier/Orr) · RequisitePro· Hammer & Company· Lean Six Sigma· Prosci

Microsoft Tools· Access

· Rummler - Brache · Excel· Six Sigma · Internet Explorer, SA PeopleSoft · OneNoteModeling/Simulation Tools · PowerPoint · IBM Blueworks · Project · iRise Application Simulator · SharePoint· Optima · Visio· Visual Enterprise Modeler · Word

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DAVID B. TAYLOR

CONSULTING EXPERIENCE

Front Tier Systems (5/14 to 12/14) Business Consultant· Defined the processes and database structure for a text-based messaging system. Managed the timeline and

collaborated on the development of the patent application.

CSAA Insurance Group (2/12 to 4/14) Principal Consultant: Process and Requirements· Designed new and improved existing processes utilizing IBM Blueworks to support business acquisitions,

mergers, and divestitures. · Defined the as-is business processes, identified opportunities for improvement, and created the to-be

processes for Service Catalog Management. Developed procedures, user communications, and key performance indicators for monitoring and managing the processes.

· Managed IT risks, issues, and action items for a major divestiture. Defined a management dashboard, collected data and reported results.

EMPLOYMENT EXPERIENCE

Pacific Gas & Electric (4/11 to 1/12) Senior Business Analyst· Defined the as-is business processes, identified opportunities for improvement, and created the future

method of operations for the settlement and accounting of energy trading activity. Defined the business rules and identified their implementation in manual and automated process activities.

· Defined the future organization, evaluated gaps between current and future organization, and developed high level roadmap for change.

CONSULTING EXPERIENCE

Pacific Gas & Electric (8/06 to 4/11) Process and Requirements Consultant· Defined the workflows and business requirements for procuring a web-based product to support NERC and

Enterprise Regulatory Compliance. Developed the RFP questionnaire and matrices for scoring vendor responses and demonstrations.

· Defined as-is and to-be processes and business/functional requirements for the Enterprise GRC program. · Defined the processes, procedures, roles, and metrics for the governance of an enterprise-wide application.· Defined the requirements for supporting the audit of electric substations. Developed the workflows,

procedures, and user data views to support the process activities. Developed the change management and communications plans, training materials, and user guides. Managed the development of the deliverables.

EMPLOYMENT EXPERIENCE

California State Automobile Association (3/02 to 07/06) Shared Services Consultant, Project Manager· Defined policies, processes, standards, key performance indicators, roles/responsibilities, and staffing model

for IT Configuration Management within the framework provided by the IT Infrastructure Library (ITIL) and the Control Objectives for IT (COBIT). Defined the requirements, RFI, and the RFP questionnaire for a Configuration Management tool set.

· Defined improved processes and the business and functional requirements for retail products. · Co-developed the methods, job aids, and templates used in defining business, functional, and non-functional

requirements for membership and insurance. Evaluated and selected tools for requirements management.· Led the team that redesigned business processes and defined the business and functional requirements for

applications to support Travel products.

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DAVID B. TAYLOR

CONSULTING EXPERIENCE

Pacific Bell (1/01 to 11/01) Business Process Analyst, Requirements Analyst· Performed process redesign incorporating cross-industry best practices and developed the business

requirements and business rules for web-based support of the sales compensation process.SBC Long Distance (8/99 - 1/01) Product Developer, Requirements Analyst· Defined business requirements for enhancements to product functionality and billing systems. Represented

the Marketing organization in dealing with vendors in the development of the designs and test plans. Pacific Bell (7/98 – 8/99) Project Manager, Lead Analyst· Responsible for budget, timeline, and performance for billing systems implementation of unbundled network

products offered to facilities-based carriers. · Led billing functional tests performed in preparation for entry into the long distance market. Defined the test

plan, performed validation of test orders and usage, and managed a cross-functional team of ten.

Northwestern Mutual Life Insurance Company (3/98 - 6/98) Business Consultant· Developed the business case, defined the business requirements, selected a software package, and managed

the implementation of an application for insurance agents to manage opportunities and the sales pipeline.

Pacific Bell (1/97 - 1/98) Business Systems Consultant· Defined business requirements and developed high level designs (identified impacted systems, network

components, and work groups) for business areas affected by the Telecommunications Act of 1996.

American Stores (8/96 - 10/96) Business Systems Consultant· Served as a team member in the development of methods and training for software package selection.

Virtual Solutions (4/96 - 7/96) Business Systems Consultant· Authored a management overview of an information systems development method.

Pacific Bell (10/94 - 2/96) Business Process Analyst, Requirements Analyst· Responsible for scheduling and developing the process models and business requirements for the support of

service representative handling of customer orders and account inquiries. · Developed, evaluated, and recommended options for the enterprise-wide system architecture required for

the application.

Integrated Project Systems, Inc. (3/94 - 8/94) Business Process Analyst· Developed an enterprise-wide process model to be used as a basis for reengineering projects and business

requirements definition.

Pacific Rim Consulting (7/93 - 4/94) Business Process Analyst, Requirements Analyst· Provided requirements for a business process re-engineering tool.

Pacific Bell (10/89 - 5/93) Business Systems Consultant· Consulted on a structured development methodology with the Disbursement Accounting and Human

Resources organizations. Application areas included Revenue Accounting, Accounts Receivable, and Employee Benefits.

EDUCATION

· Bachelors, Music Kansas University, Lawrence, Kansas

· Masters, Business Administration (Finance/Accounting)Kansas University, Lawrence, Kansas

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