Dean Taylor

Consultant in the Greater New York City Area

Solution-oriented and Driven...

Senior Technical Architect with experience facilitating diverse teams through the BPM & RPA workspace to improve the efficiency of core processes. With over a decade of experience in leading and working with teams for analysis, design, development, implementations, enhancements, testing and support of applications in the areas of BPM & RPA in the HealthCare and Financial Services sectors helping clients to achieve success through process automation and enablement through all stages of the process lifecycle.

Professional Strengths

Business Process Management

Agile, Iterative & Waterfall

Team Building/Development

Robotic Process Automation

Organizational Skills

Systems Analysis

Communication Skills

Technology Development

Computer Sciences

Experience

Perficient, Inc.

BPMS Senior Technical Architect

August 2018 - Present

BPMS Technical Architect

January 2013 - August 2018

BPMS Lead Technical Consultant

June 2011 - January 2013

As part of the BPMS Team, design the end-to-end flow of business processes. Coordinate Process and Technical Design discussions with cross-functional teams. Design, implement, release, and improve business processes following an agile methodology approach. Typical responsibilities include process design and architecture, process development.

Responsibilities
  • Design, implement, release, and improve business processes
  • Meet and identify key stakeholders for each process to deliver successful implementations
  • Lead Process and Technical Design discussions with cross-functional teams
Notable Projects
BCBS Massachusetts

Implemented a BluePrism RPA solution for automating the verification of environment availability and readiness and batch file integrity prior to processing and subsequent validation of successful processing once completed.

Raymond James - Securities Based Lending Origination

Implemented as part of a cross-functional team the automation of SBL loan application process for field users (FA/SA), providing a user interface for client data collections, generation of pre-filled loan application documents, and dashboard with pertinent loan information and statuses. As part of the delivery the collected application data would serve the RJ Bank credit team, providing an automated workflow tool for application review and underwriting

Raymond James - ESFlows

Implemented an integrated BPM solution for processing CRM events and custom workflows. Built an IID integration for processing MQ messages from the CRM applications and delivering to BPM for processing and orchestration

Clarient

Clarient Global’s mission is to transform client onboarding and client lifecycle processes in the financial service industry with greater transparency and faster response to regulatory requirements through standardization and digitization. We worked with Clarient to migrate from their previous solution platform of a mixture of Red Hat jBPM for task generation, Microsoft Excel for task assignment, and Java code for orchestration, which was challenged for that mission. A technology transformation to move to IBM BPM as the orchestration engine has significantly improved operational efficiency and provided greater control on the operational processes. It reduced the new product/service launch cycle from 8 months to 4 months

Raymond James - Client Onboarding

Co-development project to create a client-centric application. Designed and implemented an end-to-end workflow for Client Onboarding utilizing IBM BPM v8.5.6 with Client-Side Coach Services and a dynamic "What Next" pattern paired with ODM for complex business rules to determine necessary approval tasks and configurations

Raymond James - Money Movement

Co-development project to update current technology to meet industry demands. The current system was an out dated, out-of-the-box solution which provided limited capabilities. On demand changes to the solution were highly inefficient and not cost effective. A new Money Movement process meets on-demand changes and automated check printing with an IBM BPM Solution

Citi

Designed and implemented an end-to-end workflow tool (eFlow) for Account Services Operations to process Account Opening, Document Lodgment and Maintenance request from all clients globally. The eFlow system seamlessly integrates with other source systems and repositories within Citi for transparency and efficiency of their Operations teams

Caterpillar

Finalized development of an IT Solution Request process application into UAT

Wells Fargo

Developed an application to facilitate the movement of accounts or securities in or out of First Clearing. As a subsidiary of Wells Fargo, First Clearing supports client account activity for Well Fargo clients as well as First Clearing Correspondent firms and their clients. Led one of the three works streams at Wells Fargo

Park Avenue Securities (Guardian Life Insurance)

Designed and developed a Quick-Win Pilot application using the IBM ISIS methodology based on a New Accounts Openings process. The system incorporated integrating with several other systems including SMTP, FileNet and iText PDF generation

Winn-Dixie

Short-term engagement to help finalize the tail end of their Gross Profits System that is used by Winn-Dixie's account reconciliation

Presbyterian Healthcare Services

Designed and developed an application based on a Case Management system for handling of High-Risk pregnancies through full-term. The system incorporated integrating several segregated hospital systems for more effective case management

Provenir, Inc.

Senior Platform Consultant

January 2009 - May 2011

Platform Consultant

August 2007 - January 2009

As part of the Provenir Professional Services team designed, configured and deployed rule-based workflow solutions to clients to meet their specific needs and requirements.

Responsibilities
  • Design, implementation, and deployment of rule-based workflow applications
  • Lead development teams through application development
  • Ensure achievement of performance standards, following of best practices, while integrating overall system architecture
Notable Projects
Zions Bank Commercial Account Management

Developed a user interface and batch system for a monitoring & renewal system that processed ~90k accounts to evaluate enterprise-wide portfolio health

ThinkFinance Consumer Lending System

Designed and developed the decision engine business system that was incorporated into the Pay Day Loan system. Incorporated through a BizTalk central server for integration with existing systems in the company

TD Bank Commercial Lending System

Re-factored the existing system for an updated user-interface and enhancement to the existing functionality. Worked collaboratively with off-shore teams for user-interface portions of the project

Just Born, Inc.

IT Systems Consultant

June 2006 - May 2007

Responsibilities
  • Analysis, Recommendation & Implementation of Document Management System
  • Analysis & Documentation for an intranet IT Service Catalog
  • Researched and implemented a Document & Content Management Solution which began as a joint cooperation research project between Just Born, Inc. and Lehigh University as part of the CSB curriculum. As the Lehigh University portion of the participation in the project concluded, I was asked to return independently to complete the project
  • Created an IT Service Catalog documenting all technology services available at Just Born, Inc. and how each of their internal processes and purposes are interlinked and connected as part of their ITIL initiative

IMS Health, Inc.

Accounts Payable Systems Analyst

June 2004 - August 2007

Responsibilities
  • Worked intensively with Microsoft Excel, Visual Basic, and Access, in creating, editing, and updating Fixed Asset and Accounts Payable templates, T&E reports, and company databases to suit the different needs of the various countries the systems were being used in

IMRC - Lehigh University

Web Designer & Database Administrator

September 2003 - May 2007

Responsibilities
  • Supervisor, Web Author & Administrator
  • Student & Faculty assistance with equipment, software and training
  • Developed and administrated for an online staff & task management solution and database which was used to create departmental budget reports and staff evaluations
  • Setup and maintained a digital broadcast station that deploys our campus movie channel to all other buildings on campus

Education

Lehigh University

Bachelor of Science, Computer Science and Business Major

Skills

Platforms

Windows, Linux, Unix

Applications

IBM Business Process Manager (BPM), IBM Business Automated Workflow (BAW), IBM Integration Designer (IID), IBM CloudPak Solutions, Blue Prism, Pega, Chatbots, Automation Anywhere, Shopify Platform, MS Office Suite, Lombardi, Dreamweaver, MS Visual Studio .NET, Provenir, Adobe Acrobat/LiveCycle

Web Tools

WebSphere, Apache Tomcat, WebLogic

Databases

Oracle, MySQL, SQL Server, DB2, MS Access, MS SQL

Coding Languages

C/++, Java, JavaScript, Dojo, jQuery, AngularJS, HTML/DHTML, PHP, VBA, XML, XPath, XSD, XSL, XSL/T, MS-DOS, SQL, ColdFusion, dom4j

Certifications

IBM

Certified Application Developer - BAW v19 using IID

January 2020

Certification Exam Developer 2020 - Level I

January 2020

Certified Business Analyst - BWL & BAW 18

April 2019

Certification Exam Developer 2019 - Level I

April 2019

Certified Application Developer - BPM 8.6

August 2018

Certification Exam Developer 2018 - Level I

August 2018

Lombardi Edition 7.1, Application Development

July 2011

IBM Certified Developer - Business Automation Workflow V20.0.0.2

April 2021

IBM Certification Exam Developer 2021

April 2021

IBM Certified Cloud Pak for Business Automation v24.0.0 Solution Architect

January 2025

IBM Certified Business Automation Workflow v25.0.0 Developer - Professional

August 2025

IBM Certication Exam Developer 2025

May 2025

Automation Anywhere V11
Exam Developer 2020
Level I
Exam Developer 2019
Level I
Exam Developer 2018
Level I
IBM Cloud Pak for Automation, Install & Admin
IBM Cloud Pak for Automation - Developer
IBM Cloud Pak for Automation - Architect
Docker Essentials: A Developer Introduction
Containers & Kubernetes Essentials
App Modernization Basics
Microservices with Istio and IBM Cloud Kubernetes Service
Beyond the Basics: Istio and IBM Cloud Kubernetes Service
IBM Cloud Essentials
Digital Developer Conference: Cloud Native Track
Building Cloud-Native and Multicloud Applications
IBM Cloud Private - CI/CD Pipelines
Cloud Core
Containers, K8s and Istio on IBM Cloud
Build Your Own Chatbot - Level 1
Node-RED: basics to bots
IBM Business Automation Workflow V20 Developer

Blue Prism

Blue Prism Certified Developer

September 2020

Blue Prism Certified Technical Architect (Version 6)

January 2021

Blue Prism Certified Solution Designer

February 2021

Pega

Pega Certified System Architect 7.2

May 2017

Pega Express Delivery
Pega CLM and KYC Release Update
Pega Smart Dispute Foundation
Selling Pega Solutions to Financial Services Buyers

Microsoft

Automate a business process using Power Automate
Create a business process flow in Power Automate
Get started with Power Automate buttons
Get started with Power Automate Desktop
Build expertise with Power Automate Desktop
Implement advanced logic in Power Automate Desktop
Work with Power Automate Desktop
Work with different technologies in Power Automate Desktop
Best practices for Power Platform environments
Get started with WinAutomation
Build expertise with WinAutomation
Work with WinAutomation
Implement advanced logic in WinAutomation
Work with different technologies in WinAutomation
Improve business performance with AI Builder
Firefox is not supported for printing. Please use Chrome or Internet Explorer.