Download PDF


Formal Training in Pritchett, Rummler-Brache (PRB) process management methodology

Licensed General Lines Insurance Agent (Life, Health, Accident, and HMO) - Texas

Association of Business Process Management Professionals (ABPMP), Member

Functional Areas



Customer Service



Product Manufacturing

Finance & Accounting

Strategy Development 

Back Office Administration

Human Resources 

Training and Development 

HSE (Health Safety and Environmental)


Planning and Scheduling

Product Commercialization


  • Professional business consultant with over 12 years of software and Business Process Management (BPM) experience. 
  • Successfully managed several software implementations and consulting engagements across a wide variety of industries and functional areas. 
  • Solid experience executing the complete SDLC, from the initial gap analysis and requirement gathering phases to the final design, testing, documentation, implementation, end-user training and support phases. 
  • Solid experience supporting the complete software sales lifecycle to include both pre-sales and post sales activities.
  • Industry experience within the following sectors: Oil & Gas, Transportation & Logistics, Software/IT, Insurance & Financial Services, Document/Content Management, Food & Beverage, Manufacturing, and Professional Services/Consulting.
  • Extensive understanding of business process improvement tools, techniques, and best practices.
  • Experienced in developing and implementing frameworks for Business Processes and Performance Management (BI/Metric) Initiatives/Systems. 
  • Strong knowledge of PRB (Pritchett, Rummler-Brache), Malcolm Baldrige, Six Sigma, ISO, ITIL, Process Capability Maturity Model, BPMN and other related industry standards and practices.
  • Excellent management, conceptual, analytical, problem solving, and communication skills. 
  • Deep understanding of and appreciation for the End User, Stakeholder, Vendor, and 3rd Party Consulting views with respect to project goals and expectations. 
  • Strong command of both the business and the systems perspectives. 
  • Proven ability to work with all levels of the organization. 
  • Self starter, flexible, and results oriented with a passion to exceed customer expectations.
  • Maintains dual US / EU Citizenship.


Presales  Support

End User Training

Process Improvement

Software Implementations

Workflow Modeling

Business Process Analysis

Metrics/Measurement Systems

BPM Consulting 

Activity Based Costing

Software Design

Software Documentation

Process Mapping

Process Documentation

Process Simulation

Project Management

Change Management

Account Management


Software Configuration

Business Software/Applications

Nimbus (control-ES)

CasewiseSharePoint SolArc RightAngleiGrafx Process for Six SigmaLiveLinkProVisionMS Content Management ServerSAPARISMicrosoft Office productsBusiness ObjectsBusiness WarehouseSQLSalesforceRWD

Work experience

Manager - BPM

Sep 2010Present

Business Requirements Analyst

MCI - Worldcom

Position Overview: Interfaces with users, develops user requirements and participates throughout the software development life cycle on projects that span all of the MCI WorldCom applications and business services. Involved in all the front-end processing of the integration of new, state-of-the-art solutions as legacy systems are converted to current technologies.

Duties and Responsibilities: 

  • Interface closely with the customer/user community to solicit business objectives and system requirements.
  • Facilitate Requirement Discovery Sessions.
  • Analyze existing information systems to identify and leverage opportunities for system integration and overall process improvement.
  • Document and manage process workflows and business system requirements throughout the project life cycle.  
Nov 2008May 2009

Consultant, Business Process Management/Organizational Change Management

Kforce Technology for ConocoPhillips

Position Overview: Works as part of a small project team to scope, analyze, document, and plan the project execution phases of a SolArc RightAngle Energy Trading and Risk Management (ETRM) system implementation project for the ConocoPhillips domestic crude trading business.  Primarily responsible for the Business Process Management (BPM) and Organizational Change Management (OCM) aspects of the project.

Duties and Responsibilities:

  • Document high level business requirements
  • Document end-to-end "As-Is" and "To-Be" business processes
  • Assist with the development of high-level functional design specifications for Interfaces, Enhancements,and Custom Reports
  • Develop Process Governance Model and prepare Stakeholder Assessments
  • Develop and Document High Level BPM/OCM Strategy, Communications Plan, and Training Plan
  • Conduct initial Gap Analysis and Change Impact Assessment
  • Estimate BPM/OCM work effort and resource requirements for execution phases of the project
Jan 2006Oct 2008

Lead Consultant - Professional Services, North America

Nimbus Partners

Position Overview: Responsible for a variety of activities related to the deployment and use of the Nimbus/control-ES (Enterprise BPM) software application and related services offerings (application/business process consulting and training). Includes supporting the pre-sales activities of the sales group and the development of internal intellectual property.

Duties and Responsibilities:

  • Grow the company customer base by working closely with the account managers on pre-sales activities to include qualifying leads, responding to RFI's, preparing and presenting sales demonstrations, creating Statement of Work and proposals, designing, managing and delivering customer specific solutions, planning and managing POCs and pilot projects. 
  • Increase licensing and professional services revenues by successfully selling/delivering a variety of services offerings at client sites ; includes system installation, configuration and customization, end user, advanced, and administrator training, general business process consulting, application/project planning and setup, project management, and project execution.
  • Responsible for the planning, coordination and delivery of the service group’s intellectual capital to include the SAP and Performance Management methodologies.
  • Responsible for supporting internal projects around the development of Standardized Product Demonstrations and Application Training and Certification Programs. 
  • Significant contributions made in support of the following client accounts and internal projects:
    • Nestle Employee Services Process Improvement Project
    • Nestle Quality Management System Implementation Project
    • Nestle OIT Project Methodology Project
    • Cognos Shared Service Center Re-engineering Project
    • Cognos Global Customer Support Project
    • Chevron Global BPM Standards Project
    • Chevron Refining Console Operations Re-engineering Project
    • Dell Service Management/ITIL BPR Project
    • Nimbus SAP Methodology Project
    • Nimbus Performance Management Methodology Project

Professional Services Lead Role:

  • Responsible for ensuring that the Nimbus Services group capabilities, both in service offerings and staff, are effectively managed to meet the needs of their geography. 
  • Responsible for ensuring direct reports are sufficiently skilled in Nimbus/control-ES and consulting to deliver on service offerings.
  • Responsible for identifying the service offerings and supporting services product capability required for their geography to support the overall business objectives.
  • Responsible for identifying staff level needs for the North American geography.
  • Responsible for on-going development and wellbeing of direct reports.
  • Supports the Services Operations Manager in the day-to-day operation of the Services function.
  • Works with the Professional Services Director, COO and the Services Operation Manager to ensure that goals and objectives of the services group are clearly communicated and understood within their geography.


  • As the second employee on the ground in the US and the Lead Consultant for North America, made significant contributions to the establishment, growth, and development of the Professional Services team/organization. 
  • Played a key role in winning several major contracts for software license sales and professional services engagements.
Jun 2001Dec 2005

Business Process Analyst/Consultant

Manzanita Alliances for ConocoPhillips

Position Overview: Performs a variety of business process management and change management related tasks and assignments while working on cross functional project teams.  Assigned to the following Projects: 

  • Cevolution Management System Project 
  • Global Downstream SAP Implementation Project 
  • Lubricants Operational Excellence Project
  • Transportation Business Process Improvement Project

Duties and Responsibilities:

  • Manage “as-is” and “to-be” business process documentation projects.
  • Facilitate process mapping and validation sessions with subject matter experts (SME’s).
  • Interface closely with business process owners/stakeholders to identify process roles, definitions, metrics, internal controls, failure points and gaps.
  • Identify process improvement opportunities and help to provide workable “best practice” solutions to close existing gaps.
  • Develop process control plans.
  • Create reporting tools and presentations.
  • Document work instructions, job aides, and other process/system training materials.
  • Develop and conduct employee training programs.
  • Perform change management activities.


  • Developed a process management framework/methodology used as the corporate model for Downstream US business process management initiatives.
  • Created a web based process management database for managing business processes and process metrics at the organizational level.
  • Created corporate wide process mapping templates and standards. 
Jan 1998Aug 2000

Business Analyst / Solutions Consultant

The Leverage Group/Cybertek (now CSC)

Position Overview: Performs a variety of client support functions in all phases of the software development life cycle. Acts as a liaison between stakeholder/end-user and programming staff to initiate the design of new functionality/business solutions.

Duties and Responsibilities: 

Data Conversion Project Team

  • Establish conversion project methodology and workflow analyses.
  • Develop conversion approach and implementation plans.
  • Create conversion specification, test plans, and acceptance documents.
  • Conduct independent and parallel business testing.
  • Conduct error research and resolution; manage issue logs.
  • Provide on-site customer consulting and support.
  • Assist in the design, development and implementation of an in-house conversion training program.

Software Modification Project Team

  • Conduct requirement studies and system gap analyses.
  • Facilitate and document business requirement (JAD) sessions.
  • Work closely with client, programmers, leads and technical staff to develop sound business solutions.
  • Write detailed business specification, test plan, and acceptance documents using a structured development methodology.
  • Design new/modified application screensets.
  • Prepare test data and conduct business testing.
  • Coordinate user acceptance testing; research and resolve errors; maintain issue logs.
  • Provide on-site customer training, support, and maintenance.

Quality Management System Team

  • Develop detailed work instruction documents using ISO standards.
  • Conduct periodic ISO quality audits and coordinate ISO implementation and training activities.  


  • Responsible for “start-up” activities related to the opening of the Houston office location.
  • Successfully completed a major data conversion project representing 1/7th of the company’s revenue for the year.
  • Employee of the Month – June 1998









Henrik Vester

"I have had the pleasure of working with Jefferey on the team, in one of the biggest client engagements in my career, and Jefferey has with his secure eye for intelligent solutions to clients need, been a critical part of our success with this client. Jefferey is a skilled BPM consultant and a very nice person to work with."

Paul Linsell

“Jefferey worked as a consultant at Nimbus Partners North America. During his time with Nimbus Jefferey provided

business process management consultancy and training services around the use of our software product Control 2007.  The type of customer engagements that Jefferey worked on included projects such as business process re-engineering, quality control and software implementations. Jefferey has good technical skills and is good at finding solutions to customer problems. Jefferey is also very amiable and someone that can be depended upon to get the job done.”

Rob Speck

"Jefferey is a solid business analyst who excels with customers and co-workers. He made many contributions at Nimbus, delivering on high profile customers, managing product configuration workshops as well as training sessions. I give Jefferey high recommendation as well for his business approach and professional integrity."

John Allen

"I worked with Jefferey on key North American clients for a number of years and was always impressed with hisattention to detail, his development of relationships within the client, and his knowledge and professionalism at all times. He has an acute sense of humour which was invaluable to build strong consulting value, and for team building. His level of knowledge helped him work at very senior level, adding value and developing client vision. I would not hesitate in recommending Jefferey."