Policies and Procedures Consultant Profiles

Dashe & Thomson's policies and procedures team is supplemented by our database of more than 10,000 independent contractors in cities throughout the U.S.

Here are profiles of a few of the consultants we work with most often:

Senior Technical Writer
Over 15 years experience as a Technical Writer, with special expertise as a highly skilled editor, online help developer, and eLearning developer. Strong experience in customized electronic health/medical record (EHR/EMR) applications and Product Lifecycle Management (PLM/PDM) software. Industry experience includes healthcare, financial, consulting, and manufacturing.

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• For an apparel manufacturer, designed and developed an electronic performance support system (EPSS) for a product lifecycle management (PLM) system (Enovia/MatrixOne) to support training and provide end user reference, using RoboHelp 7.0.

• For a change management consulting company, developed eLearning lessons and quizzes for a project time and expense software application, using Adobe Captivate 3.0.

• For a software company, edited training material created by multiple training developers in the United States and Europe for a Lawson ERP system. Developed training workbooks using Lawson standards and templates and provided consulting on materials development and template/standard usage for offshore training developers.

• For a high tech company, designed and developed an EPSS for a PLM system (Enovia/ MatrixOne) using Robohelp 7.0.

• For an institution of higher learning, gathered, edited, wrote, formatted, researched and organized policies and procedures in conjunction with implementation of the SunGaard SCT Banner system. Coached staff in writing policies and procedures.

• For a healthcare organization, developed and designed and edited online help for customized electronic health/medical record (EHR/EMR) applications EpicCare Ambulatory and Hospital, EpicRx, Cadence, Prelude and Resolutefor end users. Edited biweekly electronic newsletter to Hospital physicians and Ambulatory users of HER/EMR. Developed work protocols for updating online Help. Used RoboHelp as a single-source to produce printed manuals for various audiences.

• For a learning system company, designed, drafted and edited an 80 plus page user guide and job aids for a Saba Learning Management System (LMS) Offering Administrator role. Collaborated with project teams and other subject matter experts to establish content and tested usability of documentation.

• For a hospitals and clinics network, designed, drafted and edited curriculum, user reference guides, and job aids for Epic Electronic Medical Record (EMR; Prelude) Registration and (Cadence) Scheduling l and delivered classroom training. Translated technical information into straightforward instructions for trainers and end users of a Clinic Registration application. Built interactive application simulations using RoboDemo.

• For a hospitals and clinics network, developed and implemented software user training for PeopleSoft Query and Occupational Health Manager and delivered classroom training on PeopleSoft Query. Provided consultation for data tracking in Occupational Health Manager (OHM) database; supported HR clients in ad hoc query writing in PeopleSoft application. Specified and developed ad hoc reports using ODBC, MS Word, Excel, Access and Crystal Reporting Tool. Resolved database system issues, successfully managing and coordinating upgrade installations, gathering and documenting new requirements, and providing test solutions. Functioned as system administrator and business analyst for OHM relational database.

• MS Word, Access, Excel, PowerPoint, Paint; Crystal Reports, Windows NT/XP, ODBC, PeopleSoft, Epic EHR, Occupational Health Manager (OHM), Dreamweaver, SnagIt, RoboHelp v7, Captivate v3.

• B.A., Technical Communication; Board, Society for Technical Communication (STC)

Change Communication and Training Consultant
Experienced writer and strategic thinker with background in public relations, employee communication, and higher education. Plan and execute change communication programs to facilitate preparation, participation, and buy-in from employees, vendors, or clients. Develop curriculum for on-line and stand-up training in quality processes, new processes and procedures, and software applications.

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• For a defense contractor, provided training and communication to support a Capability Maturity Model Integration (CMMI) initiative. Developed 12 in-person training modules on CMMI processes and presented to project managers, business and quality analysts. Converted training to e-Learning modules for ongoing use in the organization’s learning management system.

• For a financial services company, developed and executed communications between the organization’s IT department and its broker/dealer network. Provided information and education via intranet about new technology releases as well as business-as-usual communication on issues and outages

• For a national retailer, researched, wrote, and led review and approval meetings for guidelines to help make a major retail website compatible with Section 508 of the US Rehabilitation Act and the W3C Web Accessibility Initiative.

• For a pharmaceutical company, was training and communications consultant for implementation of a new electronic document management system, Documentum. Helped to define organizational workflow, job roles and responsibilities within the new system. Developed training and reference materials for new SOPs and software application. Developed communications regarding the features and benefits of the new system in order to encourage users to participate in training and implementation.

• For a finance group that provides accounting, planning, and reporting, provided content for Sharepoint-based intranet site, newsletters, and quarterly employee meetings.

• For major retailer’s enterprise-wide SEI/CMM initiative, was communications consultant. Worked with project managers and IT employees to create and update process documentation and templates. Planned and executed electronic and print communications, intranet content, and special events to promote awareness of, buy-in and ownership for the initiative among Senior Management, Project Managers, and Developers. Developed half-day overview of SEI/CMM Key Process Areas. Delivered the training to more than 700 IT project team members and IT business clients in 40 plus sessions.

• PhD., English, Indiana University at Pennsylvania

Business Analyst
A seasoned business analyst and technical writer and with 10 years of success in process development, business and technical communication. Able to transform corporate or technical jargon into simple, engaging writing that experts and lay people alike can understand. Demonstrated flexibility, a drive for knowledge and an ability to pick up new skills quickly.

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• For a defense contractor, reviewed and validated division compliance management plans, processes, and testing and monitoring approaches to ensure compliance with corporate and regulatory requirements. Developed, supported, and implemented business processes in accordance with the Business Process Model (BPM) project plan. Reviewed and assessed 22 compliance management plans, processes, monitoring and testing approaches. Identified plan deficiencies and drafted corrective actions. Expedited negotiations with compliance authorities on recommended process testing approaches and near-term adoption of processes. Determined process requirements and drafted/revised process diagrams. Managed process documents in Stellent.

• For an international high tech company, documented high level current-state processes of company’s European entities (Sweden, Belgium, Switzerland, France and Norway) to facilitate an understanding of current state in the alignment and set up of Lawson’s S3 Enterprise Resource Planning (ERP) system. Captured discussion and map processes during all-day sessions with subject matter experts (SMEs) and verified accuracy of documentation.

• For a building products company, provided the critical ERP application bridge between functional business areas and IT during the ERP system upgrade. Developed end-to-end process flows in support of the ERP implementation (for sales, order management, procurement and scheduling business units). Developed test plans and assisted in coordination of project activities, including development, testing and implementation. Developed test scripts for multiple conference room pilots.

• For a banking organization:

• Developed content for intranet and user guides for three new commercial banking applications, through multiple software versions. Developed and executed use cases for QA and identified additional business requirements. Developed product content for intranet product knowledge database.

• Performed analysis of new on-line banking product with two pilot user groups and developed and conducted pilot customer surveys. Tracked and analyzed customer response data and provided content and on-line help gap analysis.

• Developed 12 interactive e-learning modules. Conducted train-the-trainer sessions and developed detailed knowledge transfer documentation. Developed and designed course content and templates, using single-source methodology, for online, self-paced training modules. Created knowledge transfer document of courseware development.

• For an insurance company, developed roll-out and training materials for automated regression testing implementation. Documented current testing practices and environments versus best practices of regression testing methodology. Provided “next-step” improvements to current procedures. Conducted limited regression testing. Created and fully executed assorted test cases.

• For a board of pensions, developed first records retention program to ensure compliance with HIPAA privacy regulations. Documented policies and procedures for on-and off-site storage and records retrieval. Identified special considerations and made recommendations for records containing protected health information. Reviewed and assessed the impact of HIPAA privacy regulations to existing policies and procedures. Developed health information disclosure procedures and business use cases. Developed end-to-end process flows and procedures for manuals and intranet. Developed documentation and training materials for a new on-line enrollment and eligibility system. Developed trainer and user guides as well as coursework evaluation questions. Verified and added business use cases and requirements. Conducted functional and usability testing.

• For a healthcare organization, developed white papers for sales and marketing of web-based clinical software professional services product suite. Topics included: Security, SSL and Bandwidth and HIPAA Simplification. Developed policies and procedures for product development team and developed presentations on strategic projects.

• MS Office, Visio, Outlook, Stellent Content Management, Dreamweaver, Adobe Acrobat, PaintShop Pro, WordPerfect, Snag-It, Knowledge Producer, Lotus Notes, Test Director, QuickTest Pro, AQMS Certification. Ameriprise Quality Management System, UML (RUP), eVTP

• B.A., Communication, Augsburg College