Judy Hartwick

Provide business analysis and project coordination services for PMO Projects requested by Alberta’s public sector pension plans. Responsibilities: • Manage multiple small-scale projects to meet the needs of Alberta’s Pension Plans. • Perform work as defined based on the PMO Methodology. • Facilitate workshops with multiple stakeholders across departments (member services, client operations, finance, IT, training, change management) to define scope and estimates for projects. • Ensure documentation as defined in the PMO Framework, has been created accordingly to support each project. • Develop project plans and manage tasks accordingly to ensure project deliverables are completed on time and within budget. • Work with team members to review and implement PMO practice changes. • Business Solution(s): Microsoft Office Suite (Word, Excel, Project), ServiceNow, Compass (APS Integrated Applications to support core business functions)

CIS Replacement Project Lead the Data Conversion activities to extract / transform / load / reconcile data from the Legacy system to the new Customer Information Systems and perform Business Analysis activities related to configuration, testing, and implementation of functionality within the new Customer Information System. Responsibilities: • Participate in requirements workshops and identify gaps in the future state. • Review functional design documents created by the System Integrator. • Work with stakeholders, subject matter experts and business users to define and document End-to-End test scenarios. • Support change management activities including documentation, training and communication. • Liaise with the Team Lead, Business Lead, Project Manager, and System Integrator to ensure delivery of a high-quality product within the project scope and timelines. • Business Solution(s): Oracle Customer Cloud Services

CIS Replacement Project Support project activities related to the implementation the new Customer Information System. Responsibilities: • Develop use cases for business activities. • Participate in workshops to develop the to-be process flows. • Develop requirement specifications and review functional designs. • Create the UAT plan and coordinate the testing effort. • Support change management activities including documentation, training and communication. • Liaise with the Team Lead, Business Lead, Project Manager, and System Integrator. Perform the Data Conversion Reconciliation required by Internal Auditors. Responsibilities: • Understand the data design of both Legacy system and new CIS. • Understand conversion requirements to enable the creation of queries to perform low level and high level reconciliations. • Participate in mock conversion exercises to ensure the reconciliation process was complete and accurate. • Participate in the Data Conversion on Go Live weekend and summarize findings in an Audit Report. • Liaise with the Data Conversion Team, Internal Audit, Project Manager, and System Integrator. • Business Solution(s): SAP My Account Perform tasks related to configuration, testing, and implementation of changes to EPCOR’s web application (My Account), to support the changes due to the CIS Replacement project. Responsibilities: • Participate in workshops to determine the functional design requirements for the application and the web services required to integrate to the new CIS. • Participate in functional unit testing to ensure end-to-end processes perform as designed. • Work with technical resources to identify and resolve functional deficiencies. • Develop and update technical, operational and user documentation to support the application. • Liaise with the Team Lead, Business Lead, Project Manager, and Development Team. • Business Solution(s): My Account (EPCOR web application)

Estimate and manage team assignments, to provide application maintenance services within the scope of client needs. This involves, but is not limited to the following: • Determine scope and priority for small to medium sized initiatives. • Develop and execute plans to ensure successful delivery of initiatives. • Manage and coordinate team members to gather requirements and estimates of effort. • Provide guidance and mentorship to development and quality assurance team members. • Provide governance for development and quality assurance activities. • Develop and update process and procedure documentation. • Provide support for weekly and monthly status reports for Service Level measures and metrics. • Business Solution(s): JIRA • Software Development Method(s): Agile • Environment(s): MS SQL, .Net

Design, build and deliver Microsoft Dynamics CRM applications, ensuring end-to-end functionality within the scope of the business need. This involves, but is not limited to the following: • Facilitate sessions with clients to determine business requirements and fit/gap for use with CRM. • Work with project manager to prepare project plans to deliver application via an Agile development methodology. • Work with business to determine Epics and User Stories, and to perform Sprint Planning. • Work with team to design the application through use cases, data models, and User Stories. • Configure entities, forms, business rules, processes and user roles. • Execute system testing and manage UAT test cycles with the business users. • Create user documentation detailing desktop procedures and business processes. • Migrate legacy data into the application. • Communicate with all team members in a multi-vendor / multi-staff environment. • Business Solution(s): Microsoft Dynamics CRM 2016, JIRA • Software Development Method(s): Agile • Environment(s): MS SQL

APPLICATION SUPPORT ANALYST Provide application support for the Pension Administration System through the management and resolution of Service Requests and Incidents in the Operations Ticket queue. This involves, but is not limited to the following: • Review Service Requests and Incidents to understand the issue • Review existing documentation (business processes and desktop procedures) to understand the functionality of the system. • Perform functionality reviews with the business to capture and document the requirements. • Assist vendor with root cause analysis for issues found. • Discuss requested software changes and implementation dates / strategy with the vendor. • Create application support documentation for known issues. • Manage projects, of varying degrees of difficulty, for different business areas within the organization. These include: - Address reconciliation project - Data remediation (for year-end processes) project - Monitoring of year-end processes (creation of Tax Slips, COLA updates) - Day to day monitoring of the system • Communicate with all levels of team members, including developers, analysts, quality assurance resources, managers and project managers. DATA ANALYST Involved in the resolution of data issues in the Pension Administration application. This involves, but is not limited to the following: • Assist with the review of conversion issues outstanding. • Assist with the identification and review of data anomalies, which cause issues with the system. • Use data models to create Advanced Finds and queries. • Communicate with the vendor to coordinate the implementation of data fixes. • Business Solution(s): Microsoft CRM, Morneau Shepell Pension Benefits Application (Payroll and Defined Benefits), Great Plains, Cherwell • Software Development Method(s): Agile • Environment(s): Oracle / MS SQL / Access

Performed business analysis for business requests. This involves, but is not limited to the following: • Work with the project manager to prepare the project plans and execute the tasks within. • Data Archiving Project – APSC was converting their legacy systems to a new Pension Administration System. This project involved the following tasks: - Identify all applications used within APSC and determine what was converted to the new system. - For all systems converted, interview the stakeholders to determine what level of archiving was required, if the data was required to be accessed, and how the data would be accessed. - Create a business case. • Board Portal Business Case / Review – The APSC Board and Secretariat requested the use of software to manage their Board meetings / documentation. This project involved the following tasks: - Interview the stakeholders to determine their needs. - Create a business case. - Create a short list of applicable solutions and arrange demos. - Create a fit / gap analysis document, listing the recommended approach. • MyPensionPlan Portal Project – The business requested the creation of a portal for use by pensioners. This was slated to be a 2-year project, with the solution being developed using APSC resources. As I became involved in the second year, this project involved the following tasks: - Interviewed the stakeholders to create a portal capabilities document (a requirements document to be used by the testing group). - Create a fit / gap analysis document comparing the vendor portal to the APSC portal. - Performed iteration demos to gather further requirements. • Business Solution(s): Microsoft CRM, Morneau Shepell Pension Benefits Application (Payroll and Defined Benefits), Great Plains, Cherwell • Software Development Method(s): Agile • Environment(s): Oracle / MS SQL / Access

Involved in the development and maintenance of a government Business Intelligence Environment. This involves, but is not limited to the following: • Ensure the ongoing integrity and quality of data is retained • Review and analyze Service Requests and communicate with the business group to ensure all their requirements are captured and addressed. • Review requirements to determine potential changes to data models, metadata, ETL logic, and reporting structures. • Prepare end-to-end documentation required to complete Service Requests. These include proposals, effort estimates, impact analysis, solution recommendations, testing and results documents, and user documentation. • Communicate with and assist team members with all stages of the SDLC when implementing Service Requests • Involved in all stages of the SDLC Environment(s): UNIX / DB2 • Programming language(s): SQL

Involved in the maintenance and migration of applications within Finning. This involved, but was not limited to the following: • Served as the main point of contact for the business group to resolve issues. • Communicated with the business group to understand their business and analyse their system processes • Identified problems in application functionality and developed workable solutions • Involved in the migration of information from an AS/400 application for use by an SQL Server application • Involved in all stages of the SDLC • Environment(s): AS/400 • Programming language(s): COBOL and Microsoft Access

• Communicated with the team leader to understand the business requirements • Made changes to software as defined in specifications documents • Worked with the quality assurance team to verify end-to-end functionality of the software • Assisted in the preparation of business, technical and user documentation • Involved in the formulation and execution of a parallel test for a system migration to ensure software functionality was retained • Environment(s): AS/400 and Honeywell Bull • Programming language(s): COBOL

Designed, built and delivered the core software, ensuring end-to-end functionality within the scope of the business need. This involved, but was not limited to the following: • Facilitate workshops to gather and validate requirements • Define the business rules for the application • Assist with the creation of the application data models • Assist with System and UAT Testing • Identified problems in application functionality and developed workable solutions • Created technical and user documentation detailing software functionality • Managed the project schedule timing and resource allocation • Led staff through the design, building and delivery process, by transferring knowledge, coaching and assigning tasks • Managed quality of work, ensured consistency of behaviour and provided feedback regarding team performance on an individual project basis to the project manager • Involved in all stages of the SDLC • Environment(s): AS/400 • Programming language(s): COBOL and RPG