1. JOHN MELLODY, PMP
356 Fairlawn Drive jjmellody@gmail.com
Richmond Heights, Ohio 44143 Mobile: 216-952-3561
Summary of Qualifications:
 Seasoned Business Analyst skills in projects spanning across process improvement, process automation,
complex application development, application and process enhancement,software installations, infrastructure
capacity upgrades and server consolidation with teams ranging up to 15 members.
 Business Analyst experience includes, elicitation and validation of requirements, reporting, use cases,
documentation, development of test cases and test scripts and development of traceability matrices.
 Experienced in Scope planning and definition.
 11 years of experience working within the Insurance industry.
Technical Skills Summary:
Communication Planning:
Communication planning included weekly project team
meetings for department heads,IT projects team and
network infrastructure upgrade RFP review team.
Emails, one on one meeting and conference calls to
vendors and IT project teams. Minutes and status
emailed
Company Analysis:
Analysis and found “round peg in square hole” solution
#1 insurance agency software. Evaluated top two agency
management software companies, Vertafore and applied
systems.Tested single user software against current
business model, found solution
Continuous Process Improvement:
Led complex twelve month data conversion across three
departments. Developed customprocedure for use of
Web service and real-time data entry. Created second
external database used to import legacy data
Progress Reporting:
Scheduled departmental and executive meetings, created
detailed tasklists by department with goal dates,created
documents and handouts to track progress.
Requirements Analysis and Documentation:
Wrote documentation for all newly installed systems,
including customSQL and Crystal reports,quarterly
report (key to business model), correct coding of activity
codes,departments, quoting procedures and technical
support issues
Requirements Communication:
Created specs for consultant who assisted in SQL/VB.net,
Crystal Reports and Datagrid rewrites of most of the
legacy reports
Requirements Elicitation:
Requirements Specifications and design of reports in MS
Access for management to streamline data entry and
coding, data storage and resolution of complex issues
Requirements Planning and Development:
Recommended designs for screens and reports and
resolved issues by testing against expected results from
stakeholders.Requirements included “models” of output
Schedule Development: Created schedule for project plans in excel, detail specs in
Project Manager – Business Analyst

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MS Word, Visio diagrams, MS Project Gantt charts and
activity lists and time estimates
Scope Planning and Definition:
Managed integration of VoIP Shoretel screen pop,
Paperless Doc 360 for all emails, applications, letters and
recording of all calls
Survey Development:
Worked with marketing to develop MS Access
application to enter survey results from referring agents
and summarize requests and compliment. Also created
survey screens for marketing to determine customer
satisfaction
Change Management:
Translated business goals ofPresident and CFO into data
entry screens,reports,database tables,export and import
data to Excel, access and programs such as MS Mapping,
shipping with UPS software, import of insurance
company addresses and tracking of telemarketing,
callbacks for both marketing, sales and executives
Identification of Business Needs:
Manage all IT projects including supervision of
programming the coding of bridges to five major
insurance companies
Project Cost Estimation:
Worked with vendors to negotiate pricing for discounts,
volume pricing, waived charges and verified billing and
negotiated pay plans
Project Plan Development:
Translated business goals ofPresident and CFO into data
entry screens,reports,database tables,export and import
data to Excel, Access and programs such as MS
Mapping, shipping with UPS software, import of
insurance company addresses and tracking of
telemarketing, callbacks for both marketing, sales and
executives.
Risk Management:
Developed a risk management plan to identify three
levels of risk, immediate, temporary outages and disaster
recovery
Project Life Cycle Documentation:
Quality Management wrote dotnet menu which runs
company software, manage implementation of all
software applications, and purchase of servers and PCs
EXPERIENCE PROFILE
Prosperity HR, Willoughby, OH 3/2016 -Present
 SUMMARY: For National Engineering recruiting firm found outstanding positions forengineers,sales and IT.
 Found and filled job orders from premier companies. Commission based salary for successfulplacement.
Progressive Insurance, Mayfield Village, OH 11/2015 – 2/2016
Business Analyst
 SUMMARY: Led daily standup meeting for team. Solved “defect” tickets in test & production. Updated Rates
only Specifications, Administrator VQAR SharePoint site.
 Business Systems Analyst:Remedy tickets, XML Send/Response files, VQAR Tester for real-time rating

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 75% of all Progressive Business,44 Real Time Raters,Researchedstate specific for50 states

4. John Mellody, PMP
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Agents Choice Insurance Agency, Inc., Richmond Heights, OH 01/2004 – 10/2015
Project Manager, Business Analyst
Implementation of Vertafore AMS360/PL Rater Agency Management Software
Project: Implement AMS360 in Auto/Dwelling Call Centers
Role: Systems Analysis, Project Leader
(Implementation of Vertafore AMS360/PL Rater Agency Management Software, Project: Implement
AMS360 in Auto/Dwelling Call Centers, Role: Systems Analysis, Project Leader, Continued)
 Led complex twelve month data conversion across three departments.
 Developed customprocedure for use of Web service and real-time data entry.
 Created second external database used to import legacy data.
 Charter was to complete implementation AMS360/PL Rater in lieu of legacy Lotus in all departments.
 Wrote report speculations for Consultant,who was hired to write SQL/VB.NET/ Crystal reports to replace
legacy reports.
 Stopped using our legacy dBase IV system. Specifications written and completed to turn over customer
reports for referred customer sold and quote totals.
 Wrote specifications for exception and lookup reports written by internal programming and consultant.
 Closing included documentation and turnoverto functional managers, hiring Web consultant to rewrite
inter/intranet pages to meet needs discovered by sending survey to customers and
 Wrote MS Access software to do BI on survey responses and integrated with customers in SQL database.
Project: Implemented AMS360 in Auto/Dwelling Call Centers
Business Analysis, Project Strategic planning
 Scheduled departmental and executive meetings, created detailed task lists by department with goal dates,
created documents and handouts to track progress,displayed designs for screens and reports and resolved
issues.
 Charter was to implement AMS360/PL Rater in lieu of legacy Lotus in all departments.
 Project plan was to start with vehicle dept.
 Worked with functional authority to identify best practice technologies,develop screen-by-screen
procedures, coordinate Vertafore training and testing.
 Developed exception reports with managers.
 Team defined activity filters to measure sales and admin functions.
 Monitored and controlled policies for entry errors. Parallel testing required developing a policy import and
export that compared both systems.
Project: Build New Website--Google Sites/Online Forms
Business Analysis, Programmer
 Used software including HTML forms, domain fording, and Photoshop,InDesign,Picasa, and Google
software (Sites, Analytics and Docs).
 Charter was to build a "state of the art" website using Google Sites enabling marketing department to
perform maintenance.
 Planning was iterative, built it both for insurance customers and for referring insurance agencies.
 Execution involved delegation of graphics to a graphic artist and marketing assistant fordevelopment of
text and creating HTML forms compatible with smartphones.
 Created customJavaScript and navigation. Monitor and control by marketing manager and CFO.
 Changed requests to forms, text and navigation prompts were added.

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Project: Single User-Carrier Daily Download--Balance Policies in Force
Business Analysis, Project Strategic Planning
 Created documents and handouts to track progress,displayed designs for screens and reports and resolved
issues.
 Charter was to implement AMS360/PL Rater in lieu of legacy Lotus.
(Implementation of Vertafore AMS360/PL Rater Agency Management Software, Project: Single User-
Carrier Daily Download--Balance Policies in Force, Business Analysis, Project Strategic Planning,
continued
 Charter was to automate import of >18000 policies.
 Balanced new/updated policies from the daily download to monthly control totals from the carriers.
 Established new customer relationships.
 Project plan was to do daily download for six months and maintain correct totals.
 Created plan by researching two options for customer creation.
 Decided to import the carrier data. Executed plan by setup of carrier and daily download.
 1/3rd of download had to be hand matched and loaded, since automatic import fields missing.
 Monitored and controlled, found totals were in tolerance of 5% difference, matching goal totals.
Project: Automated Load of 18,000 Insurance Policies into AMS360
Systems Analysis, Project Lead
 Researched built-in import facility to load 18,000 referring agents into AMS agency management system.
Worked two weekends, backed up SQL till test found data correct.
 Project charter was automated entry of >18,000 policies from legacy systeminto AMS360.
 Planning included: research with AMS Custom team, expert advice from DBA on loading two levels of
customers.
 Executed the plan my formatting Lotus dBase IV data into seven Excel spreadsheets matching AMS360
import criteria so that keys and foreign keys could be matched and relationships created automatically
during import.
 Monitored and Controlled expected values caused four reloads of data until expected values achieved in
testing.
 Vertafore Custom team imported CSV files and test results confirmed accuracy. Closing included payment
and sign-off to Vertafore team. This completed import of legacy policies, customers and referring
customers.
 DBA was contracted from Vertafore customteam to allow for unique need for dual level customer
relationship.
Project: Create AC Newsletter with Embedded Referral History
Systems Analysis, Developer
 Built MS Access application to integrate report data with newsletter content.
 Changed the platform from extraction of data to a common newsletter that showed referral activities, with
customized printing for each individual recipient.
 Developed prototypes that divided newsletters into two types:single and multiple page reports.Model and
plan were approved.
 Executed the plan by building access menu, two sided 11 x 17 data merging reports and multi and single
page newsletters templates in MS Word.
 Controlled format and values with marketing. Change requests by marketing. Approved by CFO, sent to
printer and merged data.

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Project: Manual Load of 18,000 Legacy Insurance Policies
Systems Analysis, Project Lead
 Vertafore (vendor) asked to manually enter 18,000 customers, even though AC executives insisted it must
be automated. President intervened when 40% error rate and insisted the database be wiped clean and an
automated method found. Vertafore found a way to automate this.
 Charter was given by CFO/CEO to automate entry of 18,000 policies.
 Tenaciously pursued otheroptions with CEO's help. New plan: automated import of legacy data using
multiple Excel spreadsheets and customrelationship on import by Vertafore DBA.
Project: Make Decision AMS360 vs. Applied Systems Agency Management Software
Systems Analysis, Proof of Concept
 Evaluated top two insurance software companies, Vertafore and Applied Systems. Tested demo copies of
software against current business model.
 Charter was to fit square peg in a round hole, to "adapt" insurance agency software that was not a "good
fit", to match our unique agency business model. Plan was to ask 4 carriers to recommend software.
 AMS360 and applied systems were suggested, combined 80% of US market. Found three options,from
research, sales reps and techs.Each was executed and tested,monitored and controlled.
 Met with stakeholders on deliverable for master and sub solutions.Constructed marketing changes,at both
the insured and referral levels. Purchase Decision: Rejected applied EPIC as incomplete software.
Project: Customization of Lotus Approach/MS Access and Custom Bridges
Systems Analysis, Project Manager
 Managed all IT projects including supervision of programming the coding of bridges to five major
insurance companies. Wrote VB.NET menu which runs company software, managed implementation of all
software applications and purchase of servers and PCs.
Project: Programming – Legacy Lotus (DBase IV), MS Access and VB.NET
Systems Analysis, Project Manager
 Managed all IT projects including supervision of programming the coding of bridges to five major
insurance companies. Wrote VB.NET menu which runs company software, manage implementation of all
software applications and purchase of servers and PCs.
 Wrote ACMenu Enterprise using VB.NET forms with drop down menus and buttons.It allowed all
executables to be launched in one place. “Handle Exceptions” routine captured and identified errors in
launched apps or paths.
 “Subbed out” to write accounting and advertising software for Slovenian American Times in MS Access.
Software took six months and managed all accounting,subscribers and cash summary and detail reports.
 Customizations requirement were written to allow for “bridging” data to all major carrier real-time rating
products.
 VB.NET Bridges written by Programmer included progressives “XML Bridge” to 43 states,Titan/Victoria
“CSV bridges” to 24 states and EzyLynx data matching for Dairyland.
Business Analyst, Programmer
 Wrote all major Lotus (dBase IV) applications including, systems to record insurance quotes and sales,
marketing contacts, executive forecasting dashboard and ad hoc reports.
 Wrote in dBase IV all screens,reports and tables needed to run major insurance company. IBM’s statement
of direction not to support 64-bit processing on new releases forced search for new agency software.
 DBase IV customizations were made to create 70 database tables and systems including, quoting,referring
agents,employee master, time clock, phone lists, vendorcontacts and outage tracking. Custom ad-hoc
reports included sales crosstabs and customerquarterly referral reports (MS Access).

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Education:
 Bachelor of Science, Computer Science, Accounting Minor, University of Akron, Akron, OH
o Co-Op position: COBOL programming to rewrite accounting software
 Associate of Applied Business,Data Processing,University of Akron, Akron, OH
Certifications:
 PMP, Project Management Professional, Project Management Institute, Newtown Square, PA (02/9/2015)
 Microsoft Project 1 and 2 Classes,New Horizons Learning Centers , Garfield Heights, OH
Continuing Education & Certifications
Class: Year – Month Company/Location Classes Taken
2015-10 New Horizon
Class Scheduled: BACP02 - Certified Business
Analysis Professional (CBAP) Exam Preparation
2015-02 PMI Institute
PMP Certification—Project Management
Professional
2014-09 to 2014-11 PMINEO
Project Management Inst. Of Northeast Ohio--
PMP Exam Study Group at Progressive Insurance.
2010-02 to 2014-12 Vertafore
Agency Software Admin Training: Training in
SQL, AMS360, configuration, backup and quote
procedures by Vertafore training staff & classes.
2010-01 Orlando, FL
LOTUSPHERE 2010 National Conference
Research Lotus for Agency Software
2009-12 Cleveland State SQL Advanced
2009-06 New Horizons
Microsoft Project: Intro & Advanced Exam
Preparation
2008-05 Las Vegas, NV
ACCORD/LOMA 2008 National Conference
Find Agency Management Software
2008-04 Cleveland State AJAX for ASP.NET
2007-09
2007-09
2007-06
2007-03
Cleveland State
SQL Introduction
XML Introduction
JAVASCRIPT Introduction
ASP.NET Introduction
2006-09 Cleveland State VISUAL BASIC.NET Programming I & II
2005-01 to 2009-12 Online Classes
Ohio Insurance Requirements: 48 hours of P & C
Insurance CEU’s to maintain license
2005-01 One-on-One
Shoretel VoIP Phone Administration training &
setup.Updates to Phone Logic, PRI & T1.
2004-01 Hondros College P & C License Exam Preparation contact hours
EDUCATION & CERTIFICATIONS