resume2017

Joshua Daniel Cohen Page 1

Joshua Daniel Cohen 2 Rogers Avenue #1 Somerville, MA 02144

Email: [email protected] LinkedIn: http://www.linkedin.com/in/jdcohen Mobile: 617-642-1833

Profession Enterprise Content Management Business Analyst, Taxonomy and Metadata Designer, Business Process and Workflow Engineer, Technical and Business Writer, and Library Technologist. Skills and Experience

Category Details

Enterprise Content Management

Skilled in employing technology and standard methodologies to corporate level content, knowledge, document, and records management issues. Services include analyzing needs, determining high- and low-level technology requirements, and specifying new and enhanced functionality and inter-system interfaces; taxonomy, metadata, and content policy design, deployment, and administration; business process and workflow analysis, reengineering, and integration; technology and vendor research and evaluation; user interface, conceptual and logical database, and functionality design; customized documentation and training; quality assurance testing; and RFP creation and procurement management. Familiar with a wide range solutions such as document and content management systems; Internet and Intranet portals; web- and groupware-based collaboration environments; keyword and natural language search engines; PC-based productivity and publishing tools; learning management and integrated library systems; and ERP, CRM, and accounting applications.

Library and Information Sciences

Familiar with all aspects of modern library operations including circulation, reference, technical services, public access, and online content resources. A recognized expert in the field of library automation with detailed knowledge of a number of integrated library systems.

Business Analysis and Product Management

Seasoned business process, workflow, and technology analyst and solution designer. Skills include analyzing needs; gathering high- and low-level business, functionality, and technology requirements; specifying new and enhanced functionality and inter-system interfaces; assisting with the quality assurance, user documentation, training, and custom support processes; supporting sales and marketing efforts. Experienced with a wide range of business processes including enterprise content management, supply chain management, accounts receivable and payable, and customer relationship management.

Business and Technical Writing

An expert in many types of written communications. Highly skilled at producing large, complex documents in a minimum amount of time, including requirement statements, functional specifications, user documentation, online help, proposals, boilerplate, collateral materials, customer correspondence, and RFPs/RFIs.

Management Skills

Very organized and self motivated with solid project, process, product, and personnel management skills. Used to working in a team oriented, deadline driven environment. Very good at project scheduling and coordinating the efforts of both local and remote contributors. Particularly adept at training new personnel. Certified Agile Scrum Master.

Sales and Marketing

Highly developed sales support and marketing skills, including: proposal writing, boilerplate creation and maintenance, sales and marketing strategy development, product demonstration, creation of collateral materials, and corporate presentations.

Technology Solutions • Operating Systems: Windows (all versions), several flavors of UNIX, MacOS Classic

and OS X, ChromeOS, iOS, and Android

• ECM Platforms: Alfresco, M-Files, Oracle WebCenter, SharePoint, Vignette Content


Category Details

Management System and Application Portal, KANA IQ Hyperwave Information Server, KPMG KWorld, Open Text LiveLink, and a wide variety of homegrown solutions.

• Groupware and Collaboration: MS Outlook/Exchange, Google Gmail and Calendar, Lotus Domino/Notes, Vignette Collaboration, Atlassian Confluence, Basecamp, SharePoint

• Productivity Suites: MS Office, Google GSuite, OpenOffice, Star Office, Lotus SmartSuite, IBM Symphony, and several Adobe publishing tools including Acrobat and Frame

• E-Learning Solutions: SAM 2003, 2007 and 2010; Emerge 2.0 and 3.0; iCue, and HotChalk

• Integrated Library Systems and Services: OCLC, PLUS, LIBS 100, Advance, GLIS, INNOVACQ, Unicorn, and Perline.

Employment History

Organization Position and Responsibilities

2002 – Present JDC Consulting 2 Rogers Avenue #1 Somerville, MA 02144 617-642-1833

Freelance Enterprise Content Management Consultant: Providing a wide range of ECM and general-purpose technology-related services, including: analyzing needs, determining high- and low-level technology requirements, and specifying new and enhanced functionality and inter-system interfaces; taxonomy, metadata, and content policy design, deployment, and administration; business process and workflow analysis and reengineering; solution and vendor research, evaluation, and selection; user interface, conceptual and logical database, and functionality design; customized documentation and training; quality assurance testing; and RFP creation and procurement management;. Clients include:

• Pearson Education: (5/2016 – 12/16) Content Management Business Analyst responsible for implementing the Alfresco ECM solution for Pearson's Workforce Readiness group. This includes doing gap analysis against Alfresco functional requirements, mapping and re-engineering existing business processes and workflows, designing procedural solutions, project coordination, and providing ad hoc training and support.

• NEPC: (11/2015 – 3/2016) ECM Consultant responsible for assisting in the selection of a new document, knowledge, and records management solution to replace NEPC's current SharePoint-based solution. Project includes researching vendors and solutions, gathering requirements, generating an RFI, assisting NECP with the proposal analysis, short list selection, pilot implementation and deployment, and the final solution selection (M-Files). Also responsible for determining needs, gathering requirements, and researching solutions to automate content metadata tagging and data extraction.

• Commonwealth of Massachusetts, Center for Health Information and Analysis: 04/2014 – 06/2014: ECM Business Analyst responsible for making tactical and strategic recommendations to improve user documentation-related business processes and quality.

• American Tower Corporation: (09/2012 – 12/2013): Lead ECM Business Analyst responsible for guiding ATC in the setup, implementation, and deployment of the Oracle Web Content Server as an electronic document and records management system. This includes determining needs and gathering requirements; designing the taxonomy, metadata, security, and workflow models; assisting in the migration of existing content in SharePoint 2007 and



Windows file servers; and providing ongoing consulting, support, and administrative services.

• Fish & Richardson (02/2012 – 06/2012): Knowledge Management Specialist responsible for designing KM solutions that improve business processes for FR’s various practices. This includes determining needs, gathering high and low level business requirements, specifying functionality, developing project plans, engineering business processes, and defining taxonomies and metadata.

• Cengage Learning: Course Technology (04/2008 – 02/2012)): Content Business Analyst responsible for the content needs of several Cengage Learning e-learning products including SAM 2007 and 2010, Emerge 2.0 and 3,0, and others. Responsibilities include:

o Performing needs analysis of content-related business processes and technology solutions

o Developing business requirements for stakeholders and business partners

o Authoring user stories and working with programmers in the development of those stories

o Writing and maintaining user documentation and online help o Coordinating and troubleshooting content updates o Training internal users

• NBC Universal: (08/2007 – 11/2007): Knowledge Architect responsible for the taxonomy, metadata, and content type design for iCue, a Vignette, FAST Search, and Adobe Flash driven online education service featuring multi-media content from NBC News, the New York Times, the Washington Post, and others. This entails analyzing needs, defining requirements, specifying content management and search functionality; developing the cataloging business process and supervising a retrospective cataloging project. Done in partnership with iFactory and Mosaic Solutions.

• UnitedHealth Group (2/2007 – 06/07): Knowledge Architect responsible for designing the taxonomy, metadata structures, workflows, and security schemes for UHG’s customer service knowledgebase, integrated employee desktop, and self-service portals. This includes determining needs and gathering requirements; evaluating and recommending knowledge management, portal, and search solutions; specifying enhancements and customizations, and participating in the proof-of-concept of KANA IQ.. Done in partnership with eLoyalty.

• RedEgg Solutions (12/2006 – 1/2007): Knowledge Architect responsible for analyzing user interfaces and optimize them for high throughput data entry and content maintenance; making supplemental technology recommendations such as browsers, search engines, portal platforms, etc.; designing and testing a taxonomy to organize advertising outlets and opportunities/editorial calendars; developing and documenting workflows to facilitate the cataloging by offshore personnel; preparing user documentation and training materials; cataloging and editing content.

• CIGNA Health Care (02/2006 – 05/2006): Solution Architect responsible for researching, evaluating, and selecting ECM platforms and vendors to create a insurance claims procedures knowledgebase. This includes determining needs, generating requirements, and evaluating and recommending. Also responsible for designing taxonomies, metadata sets. Project done in partnership with DarwinSuzsoft.

• Bank of America (7/2004 – 4/2005): Knowledge Architect responsible for designing and deploying online library/knowledgebase for BofA’s Corporate Investment Group that manages the bank’s $400 billion portfolio. Done in partnership with Analysts International. Responsibilities included:



o Determining needs from a diverse group of financial research analysts, economists, and traders.

o Developing high-level and detailed functional, technical, and business requirements.

o Researching and evaluating technology solutions that address a variety of content creation, capture, and management issues

o Specifying migration from the OpenText’s LiveLink document management system to Vignette Collaboration.

o Specifying enhancement to Vignette Collaboration to interface with other bank systems

o Designing metadata sets and a multi-dimensional taxonomy to describe and organize a variety of internal and external economic and financial content.

o Designing and developing customized training programs and user documentation

o Providing ad hoc consulting and research services on other projects.

• Bacons (9/2003 – 1/2004): Content Consultant working on an annual content collection and re-publishing project:

o Analyzing and re-engineering content collection and data entry workflows to make use of offshore resources

o Specifying web-based collection, data entry, and quality control management tools (.NET, SQL Server) and interface to a Siebel-based content publishing system

o Managing data entry and quality control procedures and assignments for local and offshore staff

o Pre-cataloging all content based on 3200 context topical taxonomy o Performing content-specific and general taxonomy gap analysis o Providing taxonomy and technology training

• Data2Logistics (2/2003 – 4/2003): User Interface Business Analyst responsible for designing a freight invoice data entry and management systems for three merged freight logistic companies

o Analyzing three legacy business processes and workflows and related systems (UNIX, IBM mainframe, and Windows architectures)

o Determining the functionality and workflow requirements for the merged system

o Designing a host/terminal-based user interface for high throughput data entry

o Designing a web-based user interface for parameter and invoice management

o Evaluating telnet clients

• MediaMap (10/2002 – 2/2003): Research Analyst responsible for performing a variety of tasks including content data entry and cataloging into a Siebel-based content publishing systems; phone and web research to collect content and confirm event schedules; taxonomy gap analysis and mapping from a legacy taxonomy.

2000 to 2001 C-bridge Internet Solutions Formerly located 125 Summer Street, 19th Floor Boston, MA 02110 617-342-5400 (No longer in business)

Principal Knowledge Architect: Responsible for planning and execution of all knowledge management initiatives, specifically replacing the company’s manually maintained Intranet and Extranet sites with Intraspect e-Collaboration Server. This included:

• Business Analysis: o Assessing the state of content workflows and technologies via staff

interviews and observations o Researching available technologies via the web and published

materials and recommending possible solutions (e.g., portals, search engines, document management systems, groupware applications)



o Evaluating specific technologies and their respective vendors o Recommending a shortlist of solutions and vendors o Writing (MS Word and Excel) a detailed RFP including all business

and technical requirements o Coordinating final demonstrations to steering committee o Scoring and analyzing final technical, business, and cost proposals o Participating in the due diligence process for the selected vendor

Coordinating contract negotiations and final contracts and acting as the vendor liaison

o Specifying local and vendor-supplied customizations to the user interface and functionality

• Project Management o Testing and experimenting with the selected software to determine

optimum implementation strategy o Developing an project plan (MS Project) in conjunction with IT for

implementing and rolling out the portal to the organization o Building, training, and coordinating a network of business area content

managers to migrate and maintain portal content

• Support o Writing audience-specific documentation including administration

manuals, user guides, online help, FAQs, and weekly company-wide correspondence

o Providing in-person and online training sessions for existing and new staff

o Providing in-person, phone, email, and discussion group support for the portal application

• Knowledge Management and Administration o Coordinating the development of a flexible top-down taxonomy to

organize the portal content o Developing and administering corporate and departmental taxonomy

structure, metadata sets, and ontology vocabulary o Developing and enforcing knowledge and content management

policies o Managing Intranet and Extranet sites including establishing of user

accounts, security profiles, and collaboration space o Administering Outlook/Exchange public folders

1999 to 2000 KPMG Global Knowledge Exchange Content Services 99 High Street Boston, MA 02110 617-988-1000

Senior Content Architect: Responsible for supporting KPMG’s internal knowledge management system known as KWorld, a homegrown Windows NT-, IIS-, SQL Server-, Verity- and Outlook/Exchanged-based “fat” portal solution. This included:

• Acting as a product manager for the content management applications by gathering requirements and specifying enhancements to the portal

• Training and providing documentation for KPMG IT support staff in the use of the portal and common problems associated with it and their solutions

• Providing tier 2 and tier 3 support for identified content management problems via phone, email, and SilkNet CRM

• Administering Outlook/Exchange public folders to establish public and work-group specific collaboration areas

1997 to 1998 Lotus Development/IBM Notes Support Services 400 River Park

Principal Knowledge Engineer and Business Analyst: Responsible for identifying and rectifying content problems within the Notes Support Services organization. This included:

• Analyzing and re-engineering business process and their related workflows across several related Notes databases and Vantive/PeopleSoft CRM



North Reading, MA 617-693-7612 • Recommending and specifying changes to existing technologies to improve

content flow and eliminate redundancy

• Evaluating, recommending, and testing new technologies to improve Notes Support Services’ operations. For example, coordinating a three-month, international evaluation of the InQuery search engine (now known as BASIS).

• Authoring and editing knowledgebase “technotes” from software discrepancy reports using Notes and Lotus SmartSuite

1992 to 1997 Geac Computers Library Automation Division 120 Turnpike Road 2nd Floor Southborough, MA 01772-2104 508-871-6800

Principal Business Analyst and Product Manager: Responsible for designing and managing Geac’s PLUS integrated library system automating business processes such as inventory control, cash management, purchasing, billing, accounts receivable and payable as well as traditional library functions such as cataloging, serials control, public access, and circulation. This included:

• Product Management

• Business Analysis

• Customer and Internal Support

• Sales and Marketing Support

1987 to 1992 CLSI, Inc. Sales Support (Acquired by Geac Computers in 1992)

Bids and Proposals Supervisor and Principal Writer: Responsible for responding to all major RFPs, RFIs, and ITB for the LIBS 100 and PLUS integrated library systems. This included: developing proposal strategies; scheduling and coordinating writing, editing, and production staff; writing proposals; checking and validating cost proposals; maintaining bid boiler plate; performing competitive analysis; and attending bid conferences and openings.

1985 to 1987 Brandeis University Waltham, MA 781-736-4700

Assistant Reserve Room Supervisor: Responsibilities for maintaining a dynamic collection of 10,000 items reserved for academic courses; supervising a staff of 40 part-time student employees; assisting faculty in placing course materials on reserve, including book ordering and interlibrary loan of articles; assisting patrons in obtaining reserved course materials; implementing the reserve room module of the GEAC GLIS library automation system; training student and full-time employees in the use of the reserve room module; and writing customized documentation detailing reserve room module usage and policies (MacWrite)

Education

Institutions Degree/Certificate

1984 Brandeis University Waltham, MA

BA in Liberal Arts; Major: History Minors: Medieval Studies, Classics, General Science

Documents

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