This summary provides an overview of the professional experience and qualifications of Jack D. Erickson based on his resume. Erickson has over 20 years of experience in business analysis, project management, and quality assurance roles across various industries. He has strong skills in requirements gathering, documentation, testing, and acting as a liaison between technical and business stakeholders. Erickson has extensive experience leading projects involving system upgrades, implementations, and the selection and deployment of new technologies.

1. Jack D. Erickson
(651)343-8222
jackderickson@yahoo.com
Professional Summary
IT professional with over 20 years in BA, BSA, PM and QA Support roles working in various SDLC
environments including Agile and waterfall with JAD sessions. Performed research, gap and cost benefit
analysis, design, requirements definition, documentation, requirements traceability matrix reconciliation,
integration, system migration planning, testing (regression to UAT), data conversion, recommendations,
facilitation and presentations in BA and PM positions throughout his career.
Excels in business requirements gathering, Customer Relationship Management (CRM) system usage,
call center efficiency improvements, data warehousing, HIPAA, service level agreements (SLA), Point of
Sale (POS)/Retail, software releases and testing. He is a proficient with Microsoft (MS) Office products
(Access, Excel, Outlook, PowerPoint, Project, SharePoint, Visio, and Word).
Aptitude when reviewing gathered business requirements information to determine when more
information is needed and creative in how this additional data is acquired and validated (e.g. individual
interviews, JAD sessions, review of business process flows via Visio, prototype development,
questionnaires, manuals, requirements list validation). Been involved with vendor relationship
management which included creation of Request for Proposals (RFPs) to select the proper vendor IT
solution and review of RFP responses (cost benefit analysis preparation) to assist in the decision making
process.
Very effective liaison between stakeholders/users and IT. Excellent communication skills whether
written or oral and interfaces well within all levels of an organization.
Experience Synopsis
 Worked as a BSA on UCare’s ICD-9 to ICD-10 revision upgrade project mandated by the federal
government agency, Centers for Medicare and Medicaid Services (CMS). Primary responsibilities
included understanding ICD-10 requirements through discussions with impacted users. Business
requirements documentation was prepared for IS using MS Word, MS Excel and MS Visio which
detailed what needed to be remediated with some of the ancillary vendor applications (e.g. iCES from
UHG/Optum) that interfaced with UCare’s main claims processing system (AMISYS).
 As a BA, created “Go Live” playbooks using MS Word, MS Excel and MS Visio for Express Scripts
to improve the implementation (“Go Live”) process for migrating batch and online transaction
medical data between IBM mainframe systems. The playbook process included documenting before
and after workflows when identifying potential breakpoints in the new production process.
Participated in the command center that was set up for each implementation to address issues that
were experienced and helped in determining the needed resolutions.
 As a BA, worked on several projects concurrently at Fish and Richardson (a large global intellectual
property law firm with approximately 1,000 employees) responsible for adding more functionality to
existing applications. One project involved working with a vendor (MapSoft) located in England to
add a plug-in to Adobe Acrobat to find and highlight user selected words and phrases in one or more
PDF documents.
 Participated as a BSA on Wells Fargo Home Mortgage’s Imaging and Content Management Platform
(ICMP) project which is the next generation repository framework (RF) supporting over 60,000
users. Created data maps to identify which data warehouse data elements in the legacy RF
environment would be substituted by the new RF environment to generate existing reports and to
identify any gaps to be resolved.
 Participated concurrently on 3 project teams at Cargill as a BA. These projects enhanced the existing
interfaces between legacy applications (remote shipping, SalesLogix and barge tracking) and the JDE
OneWorld environment to work in the new SAP environment. Responsibilities included: creating
business requirements, developing test plans, working with third party vendor, creating requirements
traceability matrices and preparation with the remotes sites for the conversion to the new SAP
environment.

2.  As a BA, helped the Department of Public Safety (DPS) within the State of Minnesota in the
redesign and implementation of the DPS public website utilizing the Agile environment (Daily Scrum
meetings) defining requirements for the content being supplied by the 15 divisions within DPS. MS
SharePoint 2010 was used as the Content Management System within the .NET platform.
Wireframes and storyboards were used in the design and implementation process to focus on
improving web usability (e.g. improved navigation system). Developed several data migration
processes to be used to transfer various SQL and MS Access database environments to the
SharePoint environment. Also, did research on the new DPS SWIFT ERP environment based on
PeopleSoft and prepared successful documentation explaining why the DPS existing Public
Warehouse System (PSWS) should remain as is and not be converted to SWIFT.
 As a BSA, developed and managed a more efficient way for a UHG customer service center in FL
become more efficient by improving their MS Excel environment for tracking outbound calls.
Created a MS Access database prototype to help stakeholder/users appreciate benefits of a DBMS
environment and to use the prototype to help define requirements (facilitating JAD sessions) to make
the call center more efficient utilizing a DBMS environment. On another project, identified
duplicate entries in a large provider database using MS Access and SQL queries.
 As a BA, assisted in deploying applications for initiatives created to support various business
functions either being duplicated or transferred to Target's India facility by utilizing different network
options to access the data center located in Minneapolis, MN.
 Employed in diverse BA and BSA roles within Boston Scientific/Guidant’s SDLC methodology on a
data warehouse project responsible for centralizing patient, device and clinical study data in the
company's cardiac rhythm management division. BA activities included: participating in data
modeling sessions, reconciling the Requirements Traceability Matrix, drafting SLA,
defining/documenting the tasks needed to perform daily/weekly production cycles.
 Performed PM, BA and BSA activities to market the Rx2000 Institute's HIPAA products and
services that guided the healthcare industry's efforts to become HIPAA compliant. BA and BSA
activities included: determining the institute's ongoing marketing requirements by analyzing,
documenting and validating information captured from meetings/interviews with institute founders,
prospects and clients along with providing user support for the Minnesota HIPAA Collaborative
testing web site used by healthcare organizations to test new HIPAA required EDI claim formats.
Designed, implemented and supported a CRM environment utilizing ACT CRM software to track
information about clients and prospects making needed changes when required.
 Performed PM, BA and BSA roles at the Erickson & Jeffery consulting firm. Developed and used
five-step approach (Definition, Documentation, Demonstration, Decision and Delivery) to
advise/recommend to clients various alternatives to fulfill IT requirements in different industries via
writing business requirements documentation, RFP creation/solicitation, vendor selection, cost
benefit analysis and contract negotiations. Used iterative approach when developing DBMS
solutions so user/stakeholder could comment regularly on what was being developed.
Professional Experience
UCare
Consultant - (Business System Analyst) October 2013 – February 2014
 Worked as a BSA on UCare’s ICD-9 to ICD-10 revision upgrade project mandated by the Centers
for Medicare and Medicaid Services (CMS). Primary responsibilities included understanding and
documenting what needed to be remediated with some of the ancillary vendor applications that
interfaced with UCare’s main claims processing system (AMISYS).
 Preparation for and attendance at several planning meetings with ICD-10 team project managers to
discuss best approach to implementing a “Go Live” environment for the ICD-9 to ICD-10 revision
upgrade which would include the use of a playbook as a single source for “Go Live” information.
Express Scripts
Consultant - (Business System Analyst) February 2013 – August 2013
 Worked as a BA at Express Scripts, now the largest pharmaceutical benefits management (PBM)
company to help with the phased in merging of two IBM mainframe computer PBM environments
(Express Scripts and Medco). The IBM environments utilized both online and batch transactions for
adjudicating claim information submitted by medical vendors.
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3.  Created various “playbooks” to help with multiple implementations. Each playbook was created
using MS Word, MS Excel and MS Visio to specifically discuss the online and batch transactions
used in each implementation (“Go Live” period) and what to do when problems or break points
occurred (e.g. links to both IS and user resources) to help with issues that occurred during the
implementation.
 Participated in the command center that was set up for each implementation to address issues that
were experienced and helped in determining the needed resolutions.
 Helped with creating a master division’s database to drive the requirements for each medical vendor
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being migrated to the new PBM environment.
 Mentored a new BA to understand the processes used for creating high and detailed level
requirements along with helping the BA understand the structure of the playbooks and format used
for the master division’s database.
Fish & Richardson
Consultant - (Business Analyst) July 2012 – December 2012
 Worked on the BA team at a large global intellectual property law firm (approximately 1,000
employees) responsible for adding more functionality to existing applications as well as designing
new applications to address user needs. Primarily used MS OneNote, MS SharePoint, MS Excel, MS
Word and WebEx tools.
 One project involved working with a vendor (MapSoft) located in England to add a plug-in to Adobe
Acrobat to find and highlight user selected words and phrases in one or more PDF documents.
Significantly revised the existing functional and technical specifications from meetings with users and
vendor. A color palette capability was also added to the plug-in to help distinguish the various terms
found. Created and used test cases and test scripts for testing the new plug-in. Held meetings with
vendor using WebEx.
 Another project entailed adding more capability to the application the firm had developed to
integrate important information found in other applications to make it easier for firm personnel to
access required data. Made changes to functional and technical specifications as a result of meetings
with users and firm developers.
Wells Fargo Home Mortgage
Consultant - (Business System Analyst) March 2012 – June 2012
 As a BSA on Wells Fargo Home Mortgage’s Imaging and Content Management Platform (ICMP)
project which is the next generation repository framework (RF) platform supporting over 60,000
users, created data maps to identify which data warehouse data elements in the legacy RF
environment would be substituted by the new RF environment to generate reports by the existing
reporting environment and to identify any gaps to be resolved.
 The new and existing RF environments used applications from both internally developed software
and external vendor applications (e.g. IBM).
 Held online JAD sessions with various business groups and development personnel to identify the
existing reports required for the new RF environment. From these JAD sessions, created data maps
from the legacy RF environment to the new RF environment reviewed by users and developers.
Preferred Credit, Inc.
Consultant - (Business Analyst) November 2011 – December 2011
 Worked on a project utilizing JAD sessions to improve how financial related information in a data
warehouse/AS400 environment is being made available when loans are rewritten because of term
changes and when sub-draw loans are created for qualifying customers.
 Reviewed the existing loan training environment to improve how training can be performed without
impacting the existing production environment.
Cargill
Consultant - (Business System Analyst) February 2011 – June 2011
 Participated concurrently on 3 project teams at Cargill as a business analyst. These projects enhanced
the existing interfaces between legacy applications (remote shipping, SalesLogix and barge tracking)

4. and the JDE OneWorld environment to work in the new SAP environment. The legacy applications
supported Cargill’s Salt businesses in the United States and Canada.
 Responsibilities included: creating business requirements, developing test plans, working with third
party vendor, creating requirements traceability matrices and preparation with the remotes sites for
the conversion to the new SAP environment.
Syngenta
Consultant - (Business Analyst) December 2010 – January 2011
 Worked as a business analyst on a Marketing Excellence project within the Syngenta NAFTA
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marketing organization.
 Created business process models using MS Visio, MS Publisher and MS SharePoint to help
marketing management understand how processes are currently working, identifying gaps and
showing how the marketing processes could be improved.
State of Minnesota, Department of Public Safety
Consultant - (Business Analyst) June 2010 – November 2010
 Worked as a business analyst to help a project in the design and implementation of a website
environment to replace the existing public website being used by the Department of Public Safety
(DPS). Responsibilities included helping document requirements for the 15 divisions within DPS
that will be providing content for the new website. MS SharePoint was used as the Content
Management System (CMS).
 Project utilized aspects of the Agile software development methodology which included attending
Daily Stand-Up scrum meetings.
 Wireframes and storyboards were used to design how content will be made available to users (both
internal and public) on the new website. Wireframes and storyboards were also used in the design
and implementation process to focus on improving web usability (e.g. improved navigation system).
 Participated in information architectural meetings to determine how content information will be
displayed and stored.
 Developed several data migration processes to be used to transfer various SQL and MS Access
database environments to the SharePoint environment.
 Did research on the new DPS SWIFT ERP environment based on PeopleSoft and prepared
successful documentation explaining why the DPS existing Public Warehouse System (PSWS) should
remain as is and not be converted to SWIFT.
Boston Scientific
Consultant - (Business System Analyst) July 2009 – September 2009
 Created documentation for MS Access applications previously developed for use in the Finance and
Corporate Sales Operations areas of the Cardiovascular product group. Documentation was at the
business requirements and design levels.
 Documentation created utilizing a reverse engineering approach with MS Visio to document the MS
Access databases.
Rural Community Insurance Services (RCIS)
Consultant - (Business Analyst) August 2008 – October 2008
 Helped RCIS in business analyst and project management roles in the enterprise forms area
(approximately 2,000 forms) while a key employee was out on medical leave. Activities included
ensuring the various platforms (Internet and intranet) were in synch when forms changed along with
planning for upcoming releases on the various platforms.
UnitedHealth Group (Ovations)
Consultant - (Business Analyst) October 2007 – July 2008
 Developed and managed a more efficient way for a UHG customer service center in FL become
more efficient by first improving their MS Excel environment for tracking outbound calls for their
Private Fee-For-Service (PFFS) insurance plan and then helping the center understand the benefits of
utilizing a database environment by creating a Microsoft Access prototype. Used the prototype along

5. with facilitating JAD sessions to help users define requirements to make the call center more efficient
utilizing a DBMS environment. Identified duplicate entries in a large provider database using MS
Access and SQL queries.
 Assisted in research to determine best approach to separate out Medicaid and Medicare amounts
from MassHealth Senior Care Options Program (MASCO) claims. The ability to separate Medicaid
and Medicare amounts for MASCO claims was necessary for the annual bid submitted to CMS for
pricing Medicare business.
 Helped Ovations in defining the requirements for improving the member notification process within
the Evercare product line for provider termination from an insurance plan.
 Setup and made presentations using WebEx (Internet) to communicate with stakeholders/users
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throughout the USA.
Target
Consultant - (Business Analyst) December 2006 to May 2007
 Participated in a variety of business analyst roles utilizing JAD like sessions to deploy applications
used by different business functions in the US to Target's India facility. BA roles included:
 Preparing agenda along with facilitating and documenting meetings with corporate application users
in the US to understand how each application was being used. Gathered requirements from these
meetings and individual interviews to help global engineering select the best network option to use.
 Facilitating and documenting meetings with Target's global engineering team to discuss various
options for accessing data in the US from Target facility in India. Network options included one or a
combination of the following: WAN, Citrix, Tacit, Intranet, Internet and Remote Desktop.
 Preparing agenda along with facilitating and documenting meetings with corporate application users
in the Twin Cities to help them understand the need to develop scripts for testing each application
being deployed in India utilizing the various above network options.
 Attending meetings with other BAs to review application deployment process and providing
suggestions to improve this process.
Boston Scientific/Guidant
Consultant - (Business System Analyst) July 2006 to November 2006
 Participated in a variety of business analyst roles within the ADAM Data Warehouse project utilizing
the SDLC waterfall method. The objective of ADAM was the centralizing of patient, device and
clinical study data in the company's cardiac rhythm management division. Sources of information for
the centralized data warehouse came from several different locations throughout the United States.
 Business analyst activities included: reconciling the Requirements Traceability Matrix, drafting Service
Level Agreement, defining and documenting the tasks needed to perform the ADAM daily/weekly
production cycles and reviewing ADAM HIPAA approach and documenting suggestions for
improving the company's HIPAA obligations.
 Participated in data modeling sessions to better understand the various sources of information being
integrated into the data warehouse environment.
Best Buy
Consultant - (Support Specialist) May 2006 to November 2006
 Performed Level 2 and Level 3 support in the Deployment Operations Center (DOC). The DOC
supported the POS servers/registers network hardware upgrade for the company's retail stores
throughout the country.
 Supported evening and weekend calls from Best Buy store personnel and IBM technology personnel
regarding problems experienced during the upgrade process. Performed necessary analysis of the
problem along with needed research to determine proper resolution.
Rx2000 Institute
Project Manager/Marketing Director/Business System Analyst 1998 to 2006
 Performed project management, marketing and business analyst activities to market the institute's
HIPAA products and services that guided the healthcare industry's efforts to become HIPAA
compliant utilizing MS Access, MS Excel, MS PowerPoint, MS Visio, MS Word and ACT.

6.  Business system analyst activities included: determining the institute's ongoing marketing
requirements by analyzing, documenting and validating information captured from
meetings/interviews with institute founders, prospects and clients. Designed, implemented and
supported a CRM environment utilizing ACT CRM software to track information about clients and
prospects making needed changes when required.
 Provided user support for the Minnesota HIPAA Collaborative testing web site used by
organizations to test new HIPAA required EDI claim formats. Provided a resource for testing for
founding members of the collaborative that included insurers (Blue Cross Blue Shield, Health
Partners, Medica, PreferredOne) and providers (Allina Hospitals & Clinics, Fairview Health Services,
Mayo Foundation, Park Nicollet Health Services) to test these new transactions before the new
claims were submitted to collaborative members for processing.
Erickson & Jeffery
Consultant (Business Analyst/Project Manager) 1981 to 1998
 Founded the Erickson & Jeffery consulting firm that helped companies meet information technology
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(IT) challenges.
 Created and implemented comprehensive five-step tool (Definition, Documentation, Demonstration,
Decision and Delivery) to help clients fulfill IT requirements.
 Business analyst activities included gathering, documenting and validating business requirements
using the Definition and Documentation steps. Project management activities involved overseeing
the five-step process by developing and maintaining schedules, preparing and facilitating status
meetings and resolving challenges encountered.
 Designed and presented IT seminars that helped companies understand the benefits of using IT to
become more productive.
 Helped law firms, medical clinics, manufacturers, suppliers (medical and office) meet IT
requirements using our five-step approach. Created Request for Proposals for vendor selection.
Managed decision making process including contract negotiations.
 Developed and managed approach to help clients resolve various used equipment scenarios. For
example: fulfilled Guidant/CPI (medical device manufacturer now part of Boston Scientific) critical
need for a specific brand of used laptops. Search for these laptops was done nationally and
internationally for 1 year with the successful finding, refurbishing and delivering of the required 1,500
laptops.
Control Data Corporation
Business System Analyst/Project Manager 1971 to 1981
 Two-year BSA/PM roles with project that successfully replaced a non-IBM mainframe batch accounts
receivable (A/R) system with an IBM mainframe national online A/R system processing in a MVS/CICS
environment. Worked closely with stakeholders (including executive management) and IT as the main liaison
to help them understand the pros and cons (cost benefit analysis) of installing a vendor’s application rather
than developing it internally as had always been done with previous application implementations. Business
processes were reviewed to better utilize the online environment. Data conversion procedures were created
to handle data cleansing and data mapping activities. Main contact between stakeholders/users and IT to
explain challenges encountered during the system migration to the online environment and UAT.
 Worked as a business/system analyst in preparing RFP response for a software/hardware project to further
automate the Securities Industry Automation Corporation (SIAC) objective to implement information
handling and communication systems to support order processing, trading, market data reporting, clearance
and settlement for Wall Street. Participated in seminars in Minneapolis, MN and New York to better
understand SIAC’s needs.
 For three-years was a member of a system integration and regression testing team for a mainframe
operating system development project responsible for the integration of new code and bug fixes and
performing unit, regression, feature and system testing.
Education
 University of Minnesota, Bachelor of Arts