Business Analyst
Solution Architect
Technical Project Manager
Agency Project Manager

Magento Certified Solution Specialist (Current)
Adobe Commerce Certified Expert – Adobe Commerce Business Practitioner (Current)
Bachelor’s Computer Programming (over 26 years ago – DigiPen Institute of Technology)

TL;DR – Quick About Me

25 Years Experience as BA/SA/PM
Over 1500+ projects/companies
Web/Dev agency focused experience
Experience in most industry verticals
Experience in most sectors
Web, Ecommerce, Intranets, Extranets, Customer/Staff Portals & More
Integrations, Custom Systems, System Extensions

Example Industry/Vertical Experience

Most recently I have been strongly focused on eCommerce related organizations, with significant focus on both B2B and B2C markets.  With over 1500 distinct organizations I have gained experience in nearly all common business and organization verticals.

  • Restricted Products (Firearms, Cannabis, Vape & Similar)

  • Financial, Financial Securities, Insurance / Underwriting

  • Retail, Apparel, Jewlery

  • Construction, Manufacturing

  • Data Management, Data Visualization

  • Medical, Health, Research

  • Associations

  • Education

  • Governmental, Cities, Services

  • Realestate

  • B2B, Distribution, Logistics

Example Technology/Tool Experience

With over 25 years of BA, SA and PM experience, I have worked within a vast array of popular tools related to those roles.  Just a few of these tools I have worked extensively with…

  • Ecommerce: Adobe Commerce, Magento Open Source, WooCommerce, Shopify, BigCommerce & Many Others

  • CMS Systems:  WordPress, Progress/Telerik Sitefinity, SharePoint

  • Team Collaboration:  Slack, MS Teams, Basecamp, Confluence

  • Task, Timeline & Ticket Management:  Jira, Trello, Helpdesk, Basecamp

  • Design & Develop:  Axure (prototyping), MS Visio, Balsamiq, Figma, PowerPoint

  • Documentation:  Confluence, Google Platform, MS Office Platform, Loom, SharePoint, Trello, Basecamp, Smartsheet

  • Meetings:  Google Meet, Zoom, MS Teams

  • CRM Systems: MS Dynamics, Hubspot, Salesforce

  • Integrations: Numerous ERP/POS/WHM such as Netsuite, Erply, SalesForce, Hubspot, Lightspeed & countless others

Primary:  Business Analyst, Solution Architect

A few examples of work types done within my BA/SA roles include…

  • Requirements Gathering
    Collaborating with business stakeholders, cross-functional teams and end-users to elicit, document, and prioritize business requirements related systems and processes. Organizes the input from the requirements elicitation process formats appropriate for all parties.

  • Business Process Analysis
    Assessing current business processes, identifying gaps, and proposing solutions to optimize efficiency, reduce manual efforts, and streamline operations.  Develop  operational process maps, interaction/capability models, and related operating model design deliverables.

  • Technical Business Analysis
    Analyze and understand technical platforms, platform interactions, integration needs, data needs, platform interaction needs.  Evaluate new applications and identify systems requirements.  Identify opportunities for automation to increase quality and speed of processes.

  • Collaboration & Communication
    Partnering with key stakeholders, including IT teams, business units, and external vendors, to facilitate effective communication, collaboration, and knowledge sharing.  Bridge the gap between people, process by aligning stakeholder expectations and business needs. Support Managers/Senior Managers in defining, refining, and prioritizing strategic business problems to solve and the approach and plan to get there.

  • Wireframing, Storyboarding & Prototyping
    Creating understandable visual representations to communicate complex concepts and models for various target audiences.  Utilizing tools such as Axure to create wireframes, process & business flowcharts, data flowcharts, diagrams, realistic interactive prototypes and other graphical or interactive assets.

  • Test Planning and Execution
    Assisting with the development of comprehensive test plans, scenarios, and scripts. Defining user stories, acceptance criteria.  Conducting and supporting testing activities to ensure the accuracy, reliability, and usability throughout various development phases.

  • Supporting PM & Dev Teams
    Translating business requirements into detailed and actionable specification and requirement documents. Ensuring documentation is clear, knowledge gaps are filled.  Support creation of timelines and working with leadership and stakeholders to prioritize, review and finalize roadmaps.

Secondary:  Technical Project Manager

A few examples of work types done within my PM roles include…

  • General Project Management
    Project Manage and be the Technical lead for key system implementations and customizations. Manage project deliverables, scope, and expectations. Acts as a liaison between the IT development group and business units for the development and implementation of new systems and enhancement of existing systems

  • Timeline Management
    Lead the development of comprehensive project plans, including scope, timelines, resource allocation, and risk management strategies. Facilitate creation of roadmaps and sprints.  Provide other teams with opportunities to ideate, prioritize, review, publish, and socialize the roadmap with leadership and stakeholders.  Manage timeline throughout development process across multiple sprints and development cycles.

  • Risk Management
    Proactively identifying, addressing, and resolving issues/problems as, or before they occur. Conducting postmortems, PIRs, and creating recommendation reports in order to identify successful and unsuccessful project elements.

  • Internal Communication & Collaboration
    Collaborate with Solution Architects and other Technology Services resources to determine the technology feasibility, constraints and options / requirements; translate technical solution(s) / specifications into clearly articulated and easily understood language for proposals. Consult with stakeholders as needed and ensure readiness for project implementation. Develop / distributes regular project status reports and lead / attend regular client project status meetings

  • External / Client Communication
    Review and discusses all components of proposals with the client(s) and confirms requirements; take questions and explains the rationale behind the resource estimates, infrastructure / technology options and solutions, including what cannot be done, and reworks the project proposal based on client feedback. Facilitate, organize, lead or attend regular client project status meetings.  Tracking /managing and reporting on project deliverables, schedule, financials, and quality. Support managing internal and external stakeholder relationships related to the proposal development / approval process.

  • Budget Management
    Preparation of project change requests for any changes in scope, schedule, and budget.  Tracking /managing the project deliverables, schedule, financials, and quality. Monitor project budgets and ensure that projects are completed within budgetary constraints. Monitor project metrics and guiding teams in making decisions around burn rates.

  • Project Planning
    Establishing detailed project plans, schedules and action plans to produce project deliverables. Determining and assessing need for additional staff and/or consultants needed to achieve project goals during the project cycle. Track project progress according to the project plan, reports on the status of the projects and any key issues that are encountered.

  • Quality Assurance
    Oversee quality control processes to ensure that project deliverables meet established standards and objectives.

  • Documentation
    Maintain comprehensive project documentation, including project plans, status reports, and issue logs.

Professional Agency Focused Experience

My entire career experience has been focused working for a couple different agencies as a full time permeant position.  Working for agencies for the past 25 years has allowed me to work with thousands of distinct different companies on their projects needs covering a vast array of verticals and sectors.

Smart Solutions ~3 Years (2021->2024)

https://www.smartsolutions.dev/
Tenure: 
approx. 3 years (2021 -> 2024)
Type: Full-time, permanent, remote

About Smart Solutions:
Smart Solutions is an eCommerce development-focused agency with special focus on the SMB market for both B2B and B2C environments. Target clients most commonly are in the 5M-100M business size range.  Most clients are focused business within USA and Canada.  Key services include end-to-end site development, back office integrations, eCommerce Strategy and Consulting, and other related services with an especial strong focus on ecommerce related topics.  Smart Solutions is an agency with numerous clients, providing both large-scale builds as well as monthly maintenance and support plans. Please see their website for more information on who they are.

General Duties & Role: 
Smart Solutions chose to hire me due to my extensive prior experience as a Business Analyst & Solution Architect who also had significant Project Management skills.  I was hired primarily as a senior Business Analyst as well as secondarily as a project manager.  During my tenure, I helped both Smart Solutions internally as well as their clients.

For Smart Solutions directly I helped to improve their business process workflows, and significantly improve requirements gathering and related BA processes within the organization.  Additionally, I helped improve processes related to test planning and execution internally.  This included helping improve standard operating procedures, templates, guidelines, business and process flows in all related areas as well as internal education and supportive growth. Finally, I also helped to identify technical and developer skill gaps and provide guidance and growth to fill these gaps.

BA/SA Related:  For Smart Solutions clients, during my tenure, I was responsible for BA & SA focused work across all clients clients.  Tasks performed from the BA&SA roles covered all common analyst tasks listed higher up on this page.  Including but not limited to Requirements gathering, process analysis, technical analysis, wireframing, prototyping, documentation, and much more.

PM Support:  For any project involving technical needs, I was involved with supporting the other PM’s in the team, helping them them support their client’s needs.  Examples include: supporting with ERP or business unit integrations, business process management, custom business management system designs, financial system support,  test planning and execution, documentation, supporting estimating work and more.

PM Direct:  Additionally, during my tenure, while I was the primary BA/SA for all projects, I was also responsible for several clients as their primary Project Manager.   Clients whom I was a primary PM were usually those clients with more technically complex solution needs during their initial development phases, often passing off the projects to a different PM upon completion.  I also took on PM responsibility for a few clients who reached out and followed me from my prior agency, after hearing I was leaving wishing to continue to work with me, due to my long relationship with them, or others for load balancing reasons.

Graphically Speaking Services Inc – ~21 Years (1999 ->2021)

https://www.graphicallyspeaking.ca/
Tenure:  over 21 years (1999 -> 2021)
Type: Full-time, permanent, primarily on-site in office, some remote

About Graphically Speaking:
Graphically Speaking is one of the largest and most well established web and ecommerce development and design agency in western Canada.  Their clients and projects cross nearly all industry verticals, platforms, technologies and project types. Graphically Speaking’s team of ecommerce, web and digital marketing specialists have a proven track record of providing comprehensive development services for over 3,000 ecommerce and website projects across more than 2,000 unique distinct companies, businesses and other organizations.

General Duties & Role:
Graphically Speaking entered the internet arena and all things related to it upon my joining the company in 1999.  Prior to that they were primarily an agency focused on design, branding, marketing, presentation/slide development and related.

I was initially hired as a junior technical director with slight prior experience, and a demonstrable capability to cover a large variety of roles.  This included Business Analyst, Technical Director and Project Management related topics.

During my entire tenure at Graphically Speaking I was the only Business Analyst (we tried hiring others but never had solid success).  As such I was involved in virtually all projects the company worked on, especially those with any level of technical complexities, integrations or BA/SA needs.  The exception being some of the smallest web projects which had no level of BA needs such as brochure style sites.   Due to this, during my over 21 year tenure I worked with at least 1500 different distinct organizations and entities on their projects, probably significantly more.

Even in 2024, which is 3 years after leaving Graphically Speaking, if you review projects within their portfolio, I was involved with the majority of the companies listed so can speak on involvement in a great number of them.  (https://www.graphicallyspeaking.ca/portfolio/ecommerce-website-design-development)

My primary time focus for most of my tenure was on those projects with a detailed focus on any highly technically elements requiring BA/SA work. This gave me the opportunity to gain a vast amount of experience touching nearly every type of organization or business.  SMB’s, Enterprises, B2B, B2C, public sector, private sector, health & medical, financial and everything between.  There are very few industries I have not had at least some level of direct experience in.

Project types included nearly every type of project that is web focused, and many others that are application or database focused.  Web applications, intranets, extranets, ecommerce, websites, system integrations with POS/ERP/WHM, full custom from the ground up ERP & Application developments, full custom company portals, and much more.

Graphically Speaking is mostly technology agnostic, choosing the best platform and techology needs for their client projects.  As such there is a broad spectrum of the most popular technologies, changing with the times over the decades.  This included: various ecommerce platforms such as Shopify, WooCommerce, Magento, Adobe Commerce and others;  various CMS systems such as WordPress, Drupal, Sitefinity and others;  various intranet & extranet & data applications such as Sharepoint, MS Dynamics, MSSQL, MySQL, custom systems and others;  countless system integrations such as  various POS, ERP, WHM systems, Association Management Systems, warehouse management systems and more;  common technologies and programming languages were utilized such as php, .net, all web-technologies and much more.   As I was a senior part of Graphically Speaking and the only BA for 21 years I was involved with all these systems, technologies, integrations and processes.

As a secondary role outside of BA/SA processes, I also performed limited levels of PM-related work, primarily with the most technically advanced or complex clients whose needs or internal capabilities exceeded the ability of other PMs to directly handle and support.  Usually helping PM these more complex projects as a primary or secondary PM during their development and launch phases, and sometimes staying on longer for those clients who had long term highly technical responsibilities.  As an example, staying deeply involved as a secondary PM and BA/SA for clients who may have been highly technical themselves with their own BA and technical teams as primary contact points.

As an additional side role,  I was also highly involved in supporting sales teams on the more complex technical sales.  Especially in the focus areas of requirements gathering during sales processes, presentations and communication during sales phases and building stakeholder relationship trust and comfort, as well as supporting budget quoting.

Also, as I was with Graphically Speaking for over 21 years, I eventually became a primary company leader, and was involved in company growth and direction, planning and implementation.  My leadership focus naturally being especially targeted towards technical aspects.


Excellent Communication Skills

A critical part of a business analyst / solution architect’s capabilities is quality communication. This role entails negotiating with stakeholders, understanding the needs of all parties, managing risks, and product delivery.

This position requires working closely with enterprise and software architects, business analysts, and project teams. Having a lack of communication skills can create a real bottleneck.

My 20+ years of direct daily client communication have given me excellent communication skills, and help me to advise, empathize and explain.  Making highly complex technical situations easy to understand.

Holistic Business Comprehension

Designing a solution requires understanding how different parts of the business work together. This can start from corporate strategy and bringing together all business processes that define how a company may achieve its strategic goals.

As a technical architect I also must understand tech specifics of how various software works, how it helps achieve the business goals or limits them.

As a result, I am constantly dealing with analytical work and moving between various business layers.

  • Corporate Strategy & Business Needs

  • Marketing Teams & Business Growth

  • IT, System & Software Infrastructure Teams

  • Finance, Accounting, Operating Cost Reductions

  • Operations, Business Process Flows, Human Resources

Each of these teams need to work together as a cohesive team, however often have conflicting desires and requirements.  As a solution architect, part of my skills are focused at understanding how these teams can work together, and guide decisions processes to solutions that best serve the whole company.

Project & Resource Management Skills

While a BA/SA isn’t always responsible for performing direct project management, accounting for deadlines and given resources is inevitable.

Solution architects must be able to make decisions about which solutions are advantageous and which are worthless in the particular situation. They must be focused on business results and understand how to achieve them according to the given timeframes and resources.

Additionally, a technical solution architect or technical business analyst may have insights into certain development intricacies that a project manager may have trouble grasping completely. In these situations an analyst needs to work with project managers, developers and implementation teams to ensure clear communication of solution specifics.

It’s also important that solution architects consider the projects they are working on in a long-term perspective, understanding how the solutions developed may need to scale and adapt to changes in the future. So, being the one who knows the ultimate target, they can help guide the development process accordingly.

During most projects I have been the technical solution architect or business analyst, I have worked closely together with project managers to effectively guide and support managing implementation.

For many larger projects where technology was a key focus, I have been the primary project production manager of the solution, and as such have a large amount of Project Manager direct experience as well.

Deep Technology Stack & Knowledge Breadth

A vital part of creating solution architecture is the selection of technologies for product development. The technical architecture strategy will directly depend on the chosen technology stack.

There are many different practices associated with various platforms, programming languages, and tools. A solution architects’ function here is to find which of them will be the most suitable for a particular project. This is not necessarily a simple task, and often requires significant technology knowledge to be able to asses and compare opportunities.

There is no single perfect technology that meets the business needs every client.  As such I consider myself highly technology agnostic.  Each platform or architecture has different benefits and disadvantages.  A solution such as Shopify (a SAAS ecommerce system) may give the benefits of low cost of technology, low running needs, easy and rapid setup and be excellent for SMB’s.  However, that same technology may be a poor choice for a larger organization with complex specific business needs and enterprise level B2B flexibility needs better supported by a tool such as Magento/Adobe Commerce (an enterprise level open source ecommerce solution), or other systems.

As a solution architect and technical business analyst with countless projects under my belt, I have a vast array of technology expertise to help me rapidly recognize and identify where different technology choices may be beneficial or disadvantageous.

Corporate Environment Comprehension for Solution Matches

Usually, companies already have various technologies, systems, and standard business process already in place.  They may already have additional key growth desires, business needs to express, integration desires or more.  I am usually presented with new business opportunities, business process changes and more.

As a solution architect I need to ensure that any new system, customization, enhancement or change will fit the existing enterprise environment. This includes understanding it will provide benefits, provides an ROI, meets objects and where disadvantages or challenges may exist from its choice.

To be able to perform this task successfully, a solution architect needs to have a clear understanding of how all parts of the business models work together including processes, operating systems, and application architectures.

I have worked with countless different environments across most common industry sectors. This extensive experience has given me insight into numerous corporate environments, operating structures, business styles and more.

By understanding these environments, and having a large history behind me, I can connect to and understand new environments rapidly, and then choose or design a specific solution that fits my clients project and environment needs best.

Understanding Requirements Of All Stakeholders

An important challenge of software product development is meeting the all stakeholders’ requirements. Usually, a product has a number of stakeholders that are both technical and non-technical specialists, crossing different business units.

A solution architecture’s aim is to ensure that all their requirements are taken into account. Stakeholders have to be regularly informed about product development processes, costs, and budgeting. These tasks are usually done by a solution architect who translates technical project details into a language that management and non-technical stakeholders can understand.

These are skills which I excel at and love to work on.  Designing systems which can help meet the requirements of stakeholders while balancing corporate business requirements, budgets and more.