Jeffrey Hass

• Agile Coaching at the executive level for business, IT and product management for initial Agile Transformation launch and continuous sessions for improvement
• Responsible for creating and launching scrum teams in the Agile Release Train
• Responsible for creating and implementing the Portfolio/Program tool, TargetProcess, which syncs with JIRA
• Established Communities of Practice for Scrum Masters and Dev/QA teams
• Agile Coaching for new scrum teams and to help improve current scrum teams
• Facilitate PI Planning along with all pre and post PI activities
• Facilitate Team of Teams Sync with Scrum Master, Product Managers and Dev leaders to review scrum team execution, dependencies, risks and issues
• Assist Scrum Masters to resolve impediments, coordinate dependencies to gain commitment and roam/resolve risks
• Review and document all scrum team metrics for all scrum teams
• Review and audit team readiness and execution.

• I have 12 year's experience at TIAA as a Certified Scrum Master/Project Manager delivering projects on time with minimal issues and coaching scrum teams
• The last 5 years my role has been as an Agile Coach and Development Manager utilizing the Scaled Agile Framework for two Agile Release Trains (ART)
• In addition, I have experience implementing additional Agile practices, such as Lean Thinking, Systems Thinking and Organization Design and Change Management
• For the last two years as the Agile Coach and/or Lead Development Manager, my team has accomplished the following: Relentless Improvement- Using the SAFe methodology, I am always coaching with a growth mindset and finding ways for the team to improve the ways we work together
• Improved refinement calls, story/feature writing and estimating, JIRA practices, etc
• Scale, Stability and Accuracy- Increased the team's quarterly processing accuracy to 100% for the last year, completed job optimization for jobs that were running too long and able to accommodate the increase in volume
• Test Automation- Increased the functional and regression test automation suite from 0 to full automation for all fee types/jobs
• Sonar- Increase code coverage by 45% and all other code categories from a 'D' or 'E' to 'A'
• Reporting and Controls- Added additional reports in Tableau that did not exist for business users to complete validations, which eliminated manual tasks and significantly reduced their time spent
• In addition, the team added reports for statistics and predictive stats as well
• Job Automation- Completed all scheduling for all daily, monthly and quarterly jobs using Autosys and now we have 0 manual processing steps and fully automated for our fee processing
• Telemetry- Add telemetry to our fee types in order to add logging to quickly determine root cause for issues during our processing.

▪ Apply industry knowledge to participate and add value to all aspects of a successful implementation.
▪ Create benefit specifications from start to finish. This includes plan document review and interpretation, and review of other client provided materials such as sample calculations.
▪ Create data conversion and ongoing inbound and outbound data specifications and data mappings.
▪ Develop system test plans, perform data mining and testing, and document results on all aspects of the implementation.
▪ Work with project manager and/or client to gain client approval on all specifications used to interpret plan and data.
▪ Assist project manager in management and training of team.
▪ Perform initial user training on systems; develop user and system documentation.
▪ Manage post-implementation system maintenance; provide user support, incidence tracking and administration consulting.
▪ Lead array of special projects such as early retirement windows, data cleaning and data reconciliation projects.

▪ Create the UAT Test Plan by entering high-level requirements from the Statement of Need and Functional documents, as well as identify test scenarios, into the UAT Test document.
▪ Coordinate the development of comprehensive UAT test plans, scripts, and facilitate testing across multiple departments.
▪ Lead the UAT testing team by assigning test cases, track and report progress to upper management and help resolve all OmniPlus issues identified by the UAT testers using HP Quality Center.
▪ Collect business requirements for OmniPlus 5.80 and other mainframe (OmniPay,OmniTrade,etc) and web based applications by meeting
with subject matter experts, management and key process owners and help write all functional and technical documents.
▪ Ensure all test cases are successfully completed by the business testers and help detect, track and resolve any system or application issues that occur during testing using HP Quality Center.
▪ Led the Integration testing efforts to ensure OmniPlus 5.80 is compatible with all of the other applications, such as OmniPay, OmniTrade, EXPAG, Feedback Files and the participant website, etc.
▪ Provide subject matter expert knowledge about SunGard products and by acting as a point of contact for the Operations organization

▪ Responsible for understanding requirements, developing and executing comprehensive system test plans, cases and scripts for all distributed and mainframe applications.
▪ Collaborate with the project managers and developers to determine the scope of the testing effort and testing resource requirements.
▪ Participate in meetings to identify all functional requirements and specifications and ensure all requirements are satisfied in all test phases, specifically responsible for all mainframe, web-based and data warehouse applications.
▪ Assist in designing and ensuring overall integrity of the testing strategy.
▪ Identify, track and report all defects through all test phases in HP Quality Center.
▪ Record and execute all automated test scripts using Quick Test Pro for OmniPlus, OmniPay, OmniTrade and all web-based applications (EXP AG, Retire Online).
▪ Manage an off-shore team of Quality Assurance Testers and help resolve all application and test script issues for the team.
▪ Assisted the Business/Operations group as the UAT Test Lead for a month on the EXPAG implementation until the project was completed.

▪ Using OmniPlus, research and analyze quarterly loan defaults and make corrections if necessary.
▪ Regression test all corrections in the PRODFIX environment before implementing into Production.
▪ Convert Loans from the prior recordkeeping system to OmniPlus.
▪ Utilize OmniPlus to research and adjust transaction related rejects or reconciliation issues based on weekly generated reports.
▪ Research and adjust contributions due to Posting Out of Order errors in OmniPlus.
▪ Train new consultants on the OmniPlus recordkeeping system and the
client’s processing procedures.

▪ Cultivate relationships by delivering personalized service and focusing
on retirement solutions for clients.
▪ Respond to a variety of questions in regard to American Century mutual funds, policies, retirement products and market information.
▪ Responsible for processing transactions for all assigned clients using DST systems, TRAC, TRAC consolidated desktop and TA2000.
▪ Maintain an intense focus on gaining and retaining assets within the American Century complex by marketing and cross-selling other products and services.
▪ Responsible for testing Trac Consolidated desktop as a UAT tester before implementing into Production

▪ Responsible for testing all OmniPlus transactions during the upgrade from OmniPlan to OmniPlus.
▪ Distributed participants’ accounts due to termination, divorce, retirement, disability and death using OmniPlan and OmniPlus.
▪ Analyzed documentation for permission to exhaust in-service and hardship withdrawals.