SUMMARY

Tal is a highly experienced Business and Process Architect/ Project Manager with BPM certification and a unique combination of marketing, technology, operational and strategic skills. He has proven expertise in process analysis and managing projects toward increased bottom line performance and successful project implementations. He successfully combines his broad industry and functional expertise in integrated marketing, operations and change management, with his project management expertise to analyze needs, define parameters, build specifications and lead cross functional teams in the development of cost-effective business solutions using a broad range of business process management methodologies.

EXPERIENCE

Veteran Support Services, LLC - President 2015 - 2018
St Petersburg, FL

Launched a company to assist Home Care Agencies help Veterans receive the VA Aid and Attendance Pension Benefit. We establish Escrow Accounts for the Veteran so they can quallify for and maintain the benefit.

SDB Consulting - Marketing/Process Analysis Consultant – St Petersburg , Florida 2008 - Present

Recent Projects

A Better Life
Directed all operating functions initiating a start-up national training and development company with a focus on the senior health care and caregiver markets. Responsibilities include Information Technology, Product Development, Vendor Relations, Processing, Finance and Customer Relations.

Independence Blue Cross

Facilator for process modeling sessions in capturing requirements, identifying and analyzing core business processes and workflows. Prepared and presented process flows, user documentation and business strategy documentation. Worked with business analysts and process owners developing user testing criteria and training documentation. Primary focus on Revenue and Finance.

Penn Mutual Insurance -

I worked with stakeholders to define new processes for business users for a New Business Acquisition system implementation from sales to policy issue and servicing. Build out business architecture model to leverage business capabilities model. This was supported by creating process definitions and end to end process flow diagrams. Consulted with process owners to define and incorporate key performance indicators.

COMPETENCIES

Business Process Modeling - Pega Systems (CBA), ProVision, Igrafx, ProcessMaker, Integrify
MS expert level skills - Visio, Project, Office, SharePoint
CRM - SugarCRM, Oracle, Pega Systems, SalesForce, QuickBase
Database - SQL, DB2, Oracle

Marketing Director

Commercial Direct Bayview
Miami FL 2007 -2008 Restructured marketing function from and internet commercial lender to a fully integrated lender. Launched a national "market domination" initives in major cities including Web, DRTV, print, mail and retail stores and a national sales force to achieve a 230% ROI

Product Director

Promantra Synergy Solutions Miami,FL 2006- 2007

Led business analysis, product development and systems integration of Clinical and Business Process Outsourcing programs for the Long Term Care market - www.GeroPro.net

Evaluated processes, developed user requirements documentation and conducted business process redesign, business requirements/use cases, developing user and systems specifications and directed offshore software development for the launch of a next generation ASP.NET long term health care CBO initiative. Worked with a 30 person development team including project planning, estimating, detailed tracking, and monitoring of task completion against schedule and reporting of status.

VP Operations

Experiential Marketing Services,
Conshohocken PA 2001 to 2006

Directed all operating functions for a start-up national product development company with a focus on the financial services, telecommunications and industrial distribution markets. Responsibilities include Information Technology, Product Development, Vendor Relations, Processing, Finance and Customer Relations.

Conducted business analysis, developed product concepts and business processes, operating systems, market strategies, created promotional and fulfillment materials, secured initial launch relationships Established key relationships and negotiated pricing and delivery parameters.
Implemented advanced CRM solution including data mining, marketing campaign management capabilities at 30% of industry average cost, which enabled reduced acquisition cost and significantly improved credit quality.
Directed the development and deployment of internet based lending programs supported by a start-up 100 seat call center.

Senior Vice President Product and Business Development

American General Financial Services,
Evansville, Indiana 1997-2001

OTHER RELEVANT EXPERIENCE

Managed over 25 products through the strategic planning and product development to promotion and distribution with Home Shopping Network. Created a credit card business model to support growth.
Developed and implemented financial and performance analysis processes which increased product profit by as much as 40%.
Conducted major Customer Service operations reorganization with Citibank resulting in a 12% increase in productivity. Managed a staff of 200+ and an $11 million budget.
Member Business Architecture Guild

EDUCATION

Master of Business Administration, Arizona State University

Bachelor of Arts, Business Administration, University of Washington