Conduo

I work with leaders to create environments that support high performing, collaborative Lean/Agile teams. Through coaching, training and workshops, I work with teams at every level of the organization to focus on their most important goals, identify measurable outcomes and then develop the mindset and practices that lead to continuous improvement and lasting change. I have deep experience in the public sector and a wide range of experience in private sector industries, with expertise in Enterprise Business Agility, Lean/Agile leadership, organizational design and strategy, product management and performance management.

Outcome-Driven Planning gets everyone in your organization on the same page, starting with providing clarity on the problem you are trying to solve and a focus on what is most important. Then, you develop a strategy, agree on what to try first, deliver incrementally and validate whether you are on the right track. This approach energizes and motivates your project teams by providing them the clarity, alignment and focus they need to deliver results.

Outcome-Driven Planning:
* Focuses on outcomes over activities
* Applies Agile, Lean and Design-Thinking, using the Mobius Innovation Framework
* Encourages collaboration
* Incorporates short planning and delivery cycles focused on learning

Business Agility Coach

Agile Transformation Inc.

I'm a certified Enterprise Business Agility Strategist and AgilityHealth Coach and Facilitator, specializing in leadership, enterprise strategy and transformations using the Enterprise Business Agility framework. I provide coaching and training in Agile leadership, effective facilitation, product management, planning and continuous improvement and growth for individuals, teams and organizations. 

Training and Coaching for AgilityHealth: 
* AgilityHealth Facilitator Certification Training
* Coaching leaders and coaches on Continuous Improvement Processes, Measurement and Developing Growth Plans 

Training Courses:
* Advanced Scrum Master 
* Advanced Product Owner
* Agile Overview 
* Servant Leadership  
* Effective Facilitation and Collaboration 
* Developing Measurable Business Outcomes
* Writing Effective Outcomes and Features 
* Leading High-Performing Teams 
* Enterprise Business Agility Strategy

For private sector organizations from small start-ups to Fortune 500 Companies across multiple industries, as well as Government Agencies

Enterprise Agile Coach and Trainer

State of Idaho, Department of Health and Welfare

Lead the business side of software development, quality assurance and production support for the Division of Welfare portfolio, providing leadership to Agile teams using the Scaled Agile Framework to predictably deliver value.

Work with the executive business and IT leadership teams to align product management strategies and Agile team design with organizational goals and priorities. Develop the product vision and roadmap. Facilitate portfolio planning activities. Coach, mentor, and lead the product management team, including product managers, product owners, user experience design and business architects, in applying Lean/Agile product management methodology and practices.

Partner with IT managers to develop the architectural roadmap to support long-term business needs, plan for the architectural runway, strategize on technical options, and ensure that development teams have the tools and standards in place to create effective designs and quality products. Support and design plans toward DevOps culture and practices.

Support end users through leading a production support team responsible for monitoring production system performance, triaging and responding to reported issues, and gathering and reporting metrics.

Deliver quality products on schedule that meet user needs, providing vision, leadership and direction for release management and business testing teams.

Bureau Chief, Agile Program Leader

Created the product vision and roadmap for the project to replace the Department’s legacy benefits case management system. Supervised a team of product owners. Partnered with the operational and policy program managers to ensure system design would meet program requirements and support end users. Played a lead role in rolling out the new system and managing subsequent releases. Designed the workflow and reporting tools and processes.

Outcomes
¥	Transferred and customized a large and complex Welfare Eligibility System from another State, significantly reducing development costs and time lines while delivering a robust and effective application.

¥	Converted active programs and clients from the legacy to replacement system, with benefit program payments and health coverage transitioning and continuing without disruption; this required creative strategies, extensive data analysis and coordination and testing with multiple interfaces and partners.

¥	Established a data warehouse for the new eligibility system, supporting federal, management and field operational reporting requirements; designed a reporting strategy to support workload management and performance reporting with the launch of the new system, allowing for a smooth transition for operational managers.

¥	Implemented workflow and workload management tools in alignment with new processes and organizational structures, so that the system effectively supported the business design.

Product Manager

Legislative Services Office, Idaho

Advised legislators in setting the annual state budget and creating related legislation, providing expertise on the organizational structure, functions, performance, policies, budgets and statutory requirements of assigned state agencies.    
 
Completed analysis of agency expenditure data to determine compliance with legislative intent, use of efficient management practices, and trends across state government. Reviewed agency budget requests, gathered supporting information, and created content for annual legislative budget publications. Presented agency budget requests to the Joint Finance Appropriations Committee.

Budget and Policy Analyst

I'm a Business Agility Coach and co-founder of Conduo. I work with Agile leaders in regulated industries and the public sector who want to be more strategic and outcome-driven. Your teams are busy, but are they working on the right things? Are you making progress toward your most important goals?     

There's nothing I love more than to bring a group together and facilitate a collaborative and visual process, to sort through complexity and find a clear path forward. It comes down to people having good conversations to develop common understanding and trust. Once that is in place, we can develop an effective and repeatable process for Outcome-Driven Planning.  

Here's a little about my background, and what led me to what I do today: 

I got started as a Product Owner in 2007, and I fell in love with the Agile way of working. It just made sense to identify the most important things to work on, get them done quickly and make changes to stay on track with delivering value. It was rewarding to work as a team and see things go from idea to reality. 

I took on increasing levels of responsibility, eventually leading a team of product owners and managing the portfolio. 

Working with Agile coaches (including my current business partner) inspired me to further my knowledge and skills, and in 2016 I started to work as an Agile coach and trainer. This was an exciting leap and sparked a lot of personal and professional growth. 

For several years, I worked with leaders at large organizations to develop a continuous improvement strategy using the AgilityHealth platform. This deepened my understanding of the common patterns and challenges of leading Agile across multiple teams. 

During this time, I also developed and delivered Agile leadership training on Adaptive Leadership, Enterprise Business Agility, Defining Measurable Outcomes, and Effective Facilitation and Collaboration. 

The past several years have been focused on working with my business partner Ryan Fullmer to  take our experiences and focus on where we think we can make the greatest impact. Outcome-Driven Planning is our answer to this. 

We developed Outcome-Driven Planning as a series of workshops that you can learn to run with your teams to get better results from the way you plan and deliver. 

Outcome-Driven Planning incorporates the Mobius Innovative Framework developed by Gabrielle Benefield and includes five steps:

1 - Discover Why
2 - Identify Options 
3 - Decide What to Do
4 - Deliver Incrementally
5 - Continuously Improve

Julie Springer

CVS/Caremark

Wrote user stories in Rally for Integration of Welldoc Care Management Mobile application into Rally managing of 400 user stories across multiple releases.

Senior Business Analyst

Broadridge

Testied FXL Unicorn web and client software. Used SQL to query and verify end-to-end data flows.
Used JIRA to receive assigned Test Case stories, communicate Observations, Questions, and Issues. Attach all Validation Documents and update JIRA status.

QA/BA SME (CONTRACT) REMOTE 

Molina Healthcare

Lead QA and User Acceptance Testing of Care Management, Prospect, Letter and careplan mailing through Merrilll  for NY in Version 6 of Case Trakker and Molina MLTC version of Case Trakker

Lead Analyst, IT Systems

Senior Whole Health

Responsible for requirements gathering, security configuration, creating system test cases, testing, and coordinating user acceptance testing for enhancements  to Case Trakker to meet the needs of several different departments. Projects included:
o	Mutual Cases for Prospect Side and members
o	Clinical Welcome Call assessment and event
o	PCA Hours
o	CFCO, NY Care plan changes and Care Plan Translation for regulatory changes
o	Care transitions event for NY
o	Manual imports for prospects

Consulting IT Analyst

Magellan Health

Responsible for requirements gathering, security configuration, creating system test cases, testing, and coordinating user acceptance testing for enhancements  to Case Trakker to meet the needs of several different departments. Projects included:
o	Mutual Cases for Prospect Side and members
o	Clinical Welcome Call assessment and event
o	PCA Hours
o	CFCO, NY Care plan changes and Care Plan Translation for regulatory changes
o	Care transitions event for NY
o	Manual imports for prospects
Molina Healthcare bought Magllean Health's MCC Divsion which included Senior Whole Health

Centers Plan for Healthy Living

• Responsible for the requirements gathering, design, development, testing  and documentation of configuration enhancements and workflows to Case Trakker to meet the needs of the Care Management,  Intake, Social Workers, Grievance and Appeals, Management, Complex Care, Marketing and Enrollment departments.
• Created/Modified all letters for CPHL for first year
• Project leader for MAP new Line of Business
• Case Trakker Configuration tool and SQL used

Mphasis

Testing Coordinator, Scenario Manager Regulatory Reporting, Client: JP Morgan Chase 	October 2013 - June  2016
•	Involved in Functional, Regression, Integration, End-to-End, Performance, and Ad-Hoc testing of the application
•	Created and executed test cases, managed defects, reported testing status using HP ALM v11, and maintained test and traceability matrices
• Participated in setup of test environment and performed smoke testing on test environment after code deployment
• Coordinated with cross application teams on functional test cases and dependencies and worked on ad-hoc requests
• Performed extensive regression testing for every build performing manual/black-box testing of the application to test the system for both positive and negative scenarios
 
Project Manager/Business Systems Analyst, Client: JP Morgan Chase 	August 2011 - August 2013
• Managed three off-shore business analysts in the development of use cases and testing models for payments, payment request, swap merge and payees for QuickPay ClearXChange (CXC) and RealTime projects
• Participated in requirements gathering, architectural design, and wireframe review
• Created use cases for Mobile Android Alert and Chase Wealth Management on Mobile projects

Project Manager/Business Systems Analyst/Tester

Bank of New York Mellon

• Successfully managed an Interim Readout project; created project plan for KCA Testing project and maintained project status and decks for reporting to senior management and stakeholders
• Maintained Budget to Actuals for Ernst and Young consultants

Vice President Corporate Trust, Control Group

Credit Suisse

• Responsible for creating monthly FID PMO eCommerce and FX PowerPoint deck
• Wrote user manual on creating PMO PowerPoint deck from eCommerce and FX sources
• Organized SharePoint site to store minutes for project meetings and project documents

Project Manager Consultant through Ascend Consulting

Ascend Consulting

Client: JP Morgan Chase Clearing Corp Conversion project
•	Ran and minuted operations guide review meetings with operations staff
•	Reviewed and updated operations guides
•	Scheduled meetings with operations staff
•	Created open item spreadsheet
•	Updated Conversion Specific Items Requirements document
•	Updated Operations Analysis Project plan spreadsheet

Client: HSBC Private Client Services Fully-disclosed Outsourced Clearing with Pershing (Project Z)
•	Managed and contributed content for an enterprise-size conversion from ADP to Pershing platform migration.  
•	Responsible for documenting PMO status meetings and twice daily UAT and Quality Center efforts.
•	Created step-by-step test UAT test cases for 13 departments/desks (e.g. FI, Private Client, Prime Broker trading, compliance, General Ledger, etc.)  Over 1000 test cases.
•	Interviewed and minuted operations stakeholders. 
•	Minuted ADP Meetings 
•	Represented UAT Team at Quality Center meetings.
•	Assisted UAT Testers in using NetXPro and executing test cases.
•	Conducted several meetings with stakeholders to present deliverables.

Client: Deutsche Bank Geneva Conversion Reporting Analysis project
•	International bank converting to Geneva Accounting Platform.  
•	Responsible for reporting inventory and gap analysis to consolidate and reduce recreation of legacy reports in new platform; and documentation and testing of new reporting repository.
•	Determined legacy client reporting inventory.
o	Created MIS analysis, reporting sub totals and Geneva match/non-match Excel reports.
•	Tested new versions of the reporting repository written in MS Access.
•	Created custom report specifications.
•	Performed Knowledge Transfer.

Client: Citibank-Anti Money Laundering (AML) / MIS reporting 
• Gathered requirements across functional units. 
• Creating report specifications from variable data points. 
• Performed information gap analysis for new reports. 
• Assumed project manager role as of 4/14

Senior Consultant

Started a new position

David Snyder is a Business Systems analyst/Tester who thrives in an environment that requires agility in creative problem solving; fosters communication between business and IT to enhance banking, back office brokerage applications 
Recognized for solid business aptitude as a programmer who took on cross divisional business facing roles in financial services.
Managed development projects through the full project life cycle on both small and large enterprise projects.
Adept at eliciting major client requirements, collaborating with multiple technology teams and implementing solutions that ultimately impact application performance, utilization and function.
A solid team player with management experience and fluent communication skills, who particularly enjoys the hands-on role of assisting clients with business analysis.
Email address: djs127@gmail.com

Specialties: Banking,   design,  documentation,  financial modeling,  financial reporting,   foreign exchange,  functional specifications,  meeting facilitation,  mergers,  Excel,  Outlook,  Powerpoint,  Microsoft project,  Project management,    Quality control,  recruiting,  reports,  Reuters,  SAS,   software development,  spreadsheets,  SPSS,  Sun,  Tandem,  ALM,  trading systems,  Treasury,

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Julie Springer

David Snyder

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