ROLANDO HERNANDEZ

Principal Business Rules Architect

DALLAS, TX / MIAMI, FL 972-987-1685

WHAT CAN I DO FOR YOUR BUSINESS?

  • Use A.I., Business Rule Engines, and Business Process technology to disrupt industries, seize market share, rule the world, ensure compliance, prevent fraud, and compete on knowledge(intellectual capital).
  • Build architectures, models and intelligent systems (AI Bots, Expert Systems, Rules-Based Systems) to solve complex problems, maximize revenue, minimize tax, make expert decisions, and outsmart competitors.

WHAT HAVE I DONE FORBUSINESS AND GOVERNMENT?

  • Helped design the Business Rules, BPM, and KM strategy & methodology for Mobil Oil, IRS, and GE.
  • IBM’s Business Rules SME on the IRS PRIME CADE $20 billion 15-year IRS Modernization Program. As a BIZRULES sub-contractor, I was one of IBM’s “Key Personnel” on their IRS contract.
  • Chief Rules Architect and Knowledge Engineer on GE’sTax Minimization Program, Knowledge Supply Chain Program, and Global Compliance Program. Designing Enterprise Architecture Models, Business Rule Models, and Business Process Models to help GE document, assess, test, and certify that proper Finance/Tax rules, processes, and controls are in place to comply with Sarbanes-Oxley Act, GAAP, IFRS, and IRS tax rules. My rules harvesting methodology, knowledge acquisition process, and knowledge engineering process is used to (1) discover, define, document, and model GE’sCompliance Rules and Tax Expert Rules,

and (2) build GE’s Global Tax Expert Knowledgebase (GEKB), and (3) build GE Tax Applications.

  • Designed, built, and implemented Mobil Oil’s Global Knowledge Management Strategy and Expert System Strategy. Created Mobil’s Global Lubricant Knowledgebase (LKB), an integrated suite of rule-based expert advisors, product recommenders, and equipment troubleshooters used by Sales Force to seize market share.
  • Developed the BIZRULES® VISION™ Methodology for defining, documenting, managing, and automating business rules and processes, and for preserving expert knowledge. Used by GE, Mobil Oil, and IRS. (Three of the Fortune 10 use my BRM BPM KM EA methodology).
  • Exceptional ability to work with world-class Subject Matter Experts and quickly extract their domain knowledge, business rules, decisioning process, and expertise so it can be documented and digitized.
  • Business Rules Architect for large, complex, mission-critical Rule-Based Systems in Fortune 500 firms.Business Process Architect, Enterprise Architect, Knowledge Engineer, and Management Consultant.

STRENGTHS

  • Industry experience: Finance, Tax, Capital, Banking, Financial Planning, Insurance (Life, P&C), Pension, Policy Administration, Customer Service, Call Center, Cruise/Travel, Reservations, Soft Drink Bottling, Fast-Food & Beverage, Franchise, Franchisee, Manufacturing, Fleet Leasing, Energy, Oil & Gas, EH&S Environmental Health & Safety, Crime Lab, Software Company, IT Consulting / Management Consulting.
  • Functional experience: Tax/Corporate Income Tax, Finance, Entity Mgmt., AML, Forensics, Fraud, Governance, Risk, Compliance, Audit, Insurance Underwriting/Rating, Pension Eligibility/Entitlement,

Loan Origination, Credit Adjudication, Marketing, Sales & Distribution, Supply Chain Mgmt., Vendor Mgmt., Contracts/Legal, IP, Accounting, IRS Individual Income Tax Submission Processing, State Tax Dept. of Revenue, Social Security (Canada Income Security Program).

  • Experience leading strategic Business Rules projects for GE, Mobil Oil, Pepsi, IBM, EDS, and IRS.
  • Big 5 consulting experienceas a Subcontractor (BIZRULES) with IBM and EDS (PRIMEs).
  • Master of Science (M.S.)in Computer Information Systems with a concentration in Artificial Intelligence (AI).Bachelor of Science in Systems Analysis. Both from the University of Miami, FL.

BOTTOM LINE

  • As the bridge that brings Business and IT together,I speak dollars and sense (decisions and outcomes) with The Business, and bits & bytes (inputs and outputs) with developers.
  • I lead the entire “Transfer Function” to transfer knowledge, rules, processes, and requirementsfrom business people into 0s and 1s in the computer.
  • Knack for finding ways to simplify business rules, improve processes, and speed up time to market.
  • Exceptional ability to quickly learn new industries, business rules, and business processes.

VISION

  • Strong understanding of the key challenges facing competitive, global businesses today: compliance, agility, reducing costs, quality, time to market, downsizing, offshoring/outsourcing, privacy, preserving and digitizing knowledge, preventing business mistakes, reducing fines, minimizing legal & financial risks.

ATTRIBUTES

  • US Citizen. Bilingual–Fluent in English & Spanish.Grew up in Miami. Lived in Washington, D.C., and Dallas.
  • Willing to travel as needed – Int’l. Experience working in USA, England, France, Japan, Brazil, and Canada.
  • Flexible work hours – can be on call and work remotely with offshore developers in India (US midnight), and on daily Scrum calls as early as 5 AM ET, or as late a 11PM-Midnight ET, as needed by Client.

SKILLS

  • Proven strategic thinking skills. Driven to build smart Rule-Based systems that work, change, and last.
  • Exceptional interpersonal skills with ability to gain the confidence and respect of senior executives.
  • Proven ability to work with all levels of management, and the most senior of Subject Matter Experts.
  • Proven ability to communicate with and work with staff at every level of the organization.
  • Experience with Agile/Scrum, Lean/Six Sigma, Project Management, System Dev. Methodologies.

EXPERIENCE SUMMARY

  • Designing Rules/Process/Data Integration Strategy for Fortune 500 firms.
  • Using Zachman Enterprise Architecture Framework (ZEAF) to align systems with business.
  • E-Business experience:designing Rule-Based Systems for Global Statutory Compliance (Sarbanes-Oxley), Tax Planning & Minimization, Corporate Income Tax Processing, Legal Entity Management, Corporate Formalities & Separateness, CIT Tax, Withholding Tax, VAT Tax, HQ Cost Allocation, Transfer Pricing

(Inter-company Transactions), Billing, AR/AP, Revenue Management, Yield Management, Intellectual Property Management, Worker’s Comp Claims Processing, Cruise Reservations, Commissions,

Sales Force Automation, Data Warehousing, Balanced Scorecard/EIS, Sales & Distribution, Supply Chain Management, Loan Approval, Adjudication, Underwriting, and Credit Card Credit Line Increase rules.

Commercial software for Life Insurance, Policy Administration, Financial Planning, Pension, and CRM.

  • E-Gov experience: designing and building Rule-Based Systems for US IRS Individual Income Tax submission processing, and Canada Social Security Benefit Eligibility & Entitlement adjudication.
  • Experience designing and building expert systems for Product Recommendation & Selection, Problem Diagnostics & Troubleshooting, Customer Service, EH&S Audit, and Web Expert Advisors.
  • Deep content knowledge in advanced AI reasoning technologies KM, ES/BRE, BRM: Knowledge Management, Expert Systems, Business Rule Engines, and Business Rules Management.
  • Experience harvesting, modeling, documenting, and writing rules for business executives and SMEs.
  • Experience architecting, engineering, modeling, and designing rulebases, rulesets, and rules for BRE/BRMS Rule EnginesPegaRULES PRPC, IBM ILOG JRules, Fair Isaac Blaze Advisor, Haley Rules/SoftLaw (pre-Oracle), Corticon, MindBox, Microsoft BRE, CA AION, Gensym G2.

TECHNICAL SUMMARY

  • Business Rules Engine (BRE): Also familiar with these rule engines that I have reviewed or evaluated during Client RFP Projects, technical analysis, 30-60-day trial-demos: Pegasystems PegaRULES Process Commander, Microsoft BizTalk Server BRE/BRMS, RulesPower Process Logic Modeler, Computer Associates CleverPath AION, Fair Isaac Blaze Advisor (Neuron Data NEXPERT), Gensym G2, Oracle Haley Rules &Haley Authority / Oracle Rules OPA, Exsys, XpertRule, Corticon, InRule, IBM ILOG JRULES.
  • Rulebase design, architecture, and integration. Forward-chaining (Blaze, AION), and Backward-chaining (NExpert, AION) rules architecture & design. Blaze Rules Application Developer (UI): Graphical development of Decision Trees, Decision Tables, Inference Rules, Scorecard Rules, Constraint Rules.
  • Process Modeling: Unified Modeling Language (UML), Rational Rose, Rational Unified Process (RUP),

Rational RequisitePro, BPMN Business Process Modeling Notation, BRML Business Rule Markup Language, Erwin, Visual Modeler, Visio, Oracle Designer. ERP: ORACLE Financials / GL, AP, AR, PO.

  • Enterprise Business Process Modeling & Simulation: Popkin Systems Architect, Gensym ReThink.

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ROLANDO HERNANDEZ

Principal Business Rules Architect

DALLAS, TX / MIAMI, FL 972-987-1685

EXPERIENCE

BIZRULES.COMMIAMI, FL / DALLAS, TX

PRINCIPAL BUSINESS RULES ARCHITECT KNOWLEDGE ENGINEER 1995–PRESENT

  • Help Fortune 500 firms modernize legacy applications and design new eBusiness applications using breakthrough technologies BPM, BRMS, BRE, EA, KM, AI, ES.
  • Extract enterprise business rules and business processes from SMEs using Knowledge Acquisition, Knowledge Engineering, Business Rules Harvesting; Business Process Redesign, Enterprise Architecture, Requirements Analysis, Modeling, and Design.
  • Extract business rules and business processes from code using automated tools.
  • I create the Rulebooks,Process Models, Enterprise Architecture Blueprints, and Documentation that The Business approves, the developers use as specs for coding, and the testers use for testing.
  • My clients include GE Capital, GE Energy, Countrywide (Bank of America), CSX, IBM, EDS, Chubb & Son, USAA, Allstate, Penn National Insurance,Daylight Forensics, Burger King, CARFAX, Foot Locker, Cunard Cruise Line (Carnival Cruise Line), Royal Caribbean Cruise Line, Canada Social Security Department,

South Carolina Dept. of Revenue, U.S. Internal Revenue Service, Bexar County Crime Lab (San Antonio, TX).

  • Developers can easily code from the enterprise architecture models and my rule models because I document everything they need including: Concept models, application design, database design,rulebase design, rulesets, business rules, expert rules, processes, decisions, events, messages, cases, flows, workflows, inputs, outputs, outcomes, UI wireframes, UX (User eXperience), information architecture (IA), enterprise architecture (EA), object models, hierarchy models, and reuse models.

BUSINESS PROCESS ARCHITECT & ENTERPRISE ARCHITECT1995 – PRESENT

  • Help Fortune 500 firms modernize legacy applications and design new eBusiness applications using breakthrough technologies. BizRules.com is an IT consulting services firm based in Dallas.
  • Enterprise Architecture Framework; Business Rules Strategic Planning; Business Rules Methodology.
  • Involved early on with the OMG P&C Standards Group to define a P&C Data Model standard.
  • General Electric: Designed Business Rules architecture and methodology for GE’s e-TAX Digitization Initiative and Knowledge Supply Chain. Documented the Firm’s rules for Corporate Governance, Sarbanes-Oxley, Statutory & Tax Compliance in 120 countries, Tax Minimization, CIT / WHT / VAT Tax,

Inter-Company Transactions (Transfer Pricing), Entity Management, Tax Provision. Used BIZRULES automated utilities to extract business rules from 17 Million Lines of Code app for GE Capital Fleet Leasing. Gap Analysis for GE Healthcare, NBC, GE Energy Transfer Pricing Rules. Documented rules for GE Capital apps for Credit Card Credit Line Customer Service, including rules for underwriting, and automated credit line increase rules.

  • IBM’s Business Rules Subject Matter Expert (SME) on the 15-year $10 billion US IRS PRIME CADE Business Systems Modernization Project. Developed custom Business Rules Methodology for the IRS. Trained IRS SMEs to write Business Rules; Developed RFP/criteria to assist IRS with BRE selection. Among the goals are to take the tax agency from a paper-pushing system to an interactive online program for taxpayers, and to deliver tax refunds in as little as two days instead of five weeks.
  • EDS Business Rules Programmer: Designed and programmed business rules for the $400 million Government of Canada SOCIAL SECURITY SYSTEM Y2K Modernization Project using CA AION Business Rules Engine. Error & fraud reductions due to new Rulebase of $45 Million/year or $703 Million/15yrs.
  • Allstate Insurance, Chicago, IL: Advised management on best practices for creating Allstate’s PegaRULES Center of Excellence, and for training for knowledge engineers / business rule analysts. Provided presentations, templates and tools for knowledge acquisition, rulebase design, and documenting business rules and business processes.
  • Penn National Insurance, Harrisburg, PA: Led RFP project to select PNI’s Business Rules Engine for Automated Underwriting. Used the BIZRULES® Quantitative Ranking Table™ to select the BRE vendor short list, developed a Rulebook for the Proof of Concept / Prototype, and helped recommend the BRE. My recommendation and analysis was subsequently reviewed by and validatedby Gartner VP Jim Sinur.
  • CSX: Led RFP project to select CSX’s Business Rules Engine for Enterprise Application Development.

GE ENERGY & GE CAPITAL & GE HEALTHCAREATLANTA, GA / SCHENECTADY, NY

BUSINESS PROCESS & BUSINESS RULES ARCHITECTJUL 2002 – PRESENT

  • Designed the Enterprise Business Rules architecture, strategy, and methodology for discovering and documenting business rules for GE’s Knowledge Supply Chain project.
  • Client licensed my BIZRULES® Methodology and is using it as the standard for eliciting, documenting, managing, and automating business rules. Working with top Tax Executives & Six Sigma Black Belt SMEs to document business rules that aid Corporate Governance, ensure compliance with Sarbanes-Oxley and other laws in 120 countries, and drive tax minimization strategies. (BIZRULESconsultant)
  • This program is based on PegaRULES Process Commander technology.
  • Work with GE Capital experts to document rules for credit card fraud “Prevent/Detect” rules.
  • Work closely with Pegasystems PRPC Architects, Consultants, and Developers.
  • Met with and gave demos to Pega executives/VPs/CEO on our work at GE.
  • GE is using my BIZRULES VISION methodology to extract rules from Experts.
  • GE is using my BIZRULES utilities to extract rules from Source Code and Documentation (rules & procedures manuals, policies & procedure guides, etc.), and to Document/Model business rules.
  • Experience with PegaRULES PRPC business rule engine/BPMS includes:
  • Extracting Client’s business rules, business processes, and expert knowledge.
  • Documenting Client rules, requirements, and process models so that (1) The Business can easily approve the documentation, and(2) the Developers (offshore) can easily code from the same models.
  • My Documentation includes creating Blueprints, Specs, Rulebooks, and Enterprise Architecture, and Engineering Models of:
  • Terms & Definitions Business Glossary, Fact Models, Concept Maps. Mapping Pega terminology to client business terminology
  • Business Object Models, Data Models
  • Business Object Hierarchy & Reuse Model
  • Enterprise Architecture Framework. Worked with John Zachman to create a new “rules-based” view of rules that shows Enterprise Rules/Process Integration. John is the inventor of the Zachman Enterprise Architecture Framework. We work together on an EA Working Group.
  • Business Process Models, Workflow Models, Timing/Event Models
  • Rulesets and Rule Models. Deciding whether rules are forward-chaining, backward-chaining, or mixed-mode. Document rules as IF THEN, decision tables, decision trees, rating tables.
  • Decisioning Models
  • Interfaces for batch data upload, real-time web services.
  • Interfaces for Document Repository and Document Scanning.
  • Designing UI models and screen mockups UI wireframe models
  • Using Pega UI Wizard to customize the UI to look and feel like and follow client Branding Standards. Customizing UI skins to match GE-standard skins.
  • Event Model
  • Document Generation Models, Reporting/Reports Models
  • User Training Guides; Test Plan Models and Test Scripts. (Pega TMF)
  • Document business requirements, specs, plan for migrating from PRPC v5.3 to 6.3.
  • Use PegaRULES features and functionality including:
  • 6.1/6.2/6.3: managing dynamic cases with Pega Case Management Framework (CMF). Building the Case Layer.
  • Pega Adverse Event Case Processing Layer.
  • Using Pega Questionnaire Functionality.
  • Learning to use the new integrated Unified Decision Management (DSM) feature.
  • Learning to use the new Case Designer Portal in PRPC 6.2.
  • Designing the strategy to integrate visual models in Visio into the new browser-based modeling tool in PRPC.
  • My enterprise architecture designs I create include the strategy for handling Pega Work Objects. Design rules for saving interim data to Work Objects, and rules for saving final approved data to database tables. Design rules for routing work to Work Lists and/or Work Groups.
  • Design the List of Values that move work from Proposed, to In Progress, to Raise Concern, to Resolve Complete.
  • Design the tables for User Groups and Security Authorizations.

IRS PRIME MODERNIZATION (IBM GLOBAL SERVICES) GAITHERSBURG, MD

IBM BUSINESS RULES SME & BUSINESS RULES ARCHITECT FEB 2001 – JUN 2002

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ROLANDO HERNANDEZ

Principal Business Rules Architect

DALLAS, TX / MIAMI, FL 972-987-1685

MY ROLE:

  • Helping design the Business Rules architecture, methodology, and strategy for harvesting and programming the 250,000 IRS business rules for Individual Taxpayer (Form 1040 Series) Tax Return Submission Processing.

Page 1 of 7 (SeeRolandoHernandez.comfor a 1-page or 3-page resume)

ROLANDO HERNANDEZ

Principal Business Rules Architect

DALLAS, TX / MIAMI, FL 972-987-1685

  • Providing expertise in Business Rules technology, design, and industry best practices on the IBM CADE Team. Also providing expertise in rule harvesting, rule discovery, rule modeling, and rule authoring. Helped IBM design the rule engine portion of IBM’s RFP Proposal, which won the bid for the CADE project. Developed the business rules methodology used by IBM to interview IRS SME’s in order to acquire and document Individual Tax Return business rules. My BIZRULES® Business

Rules Methodology is being used as the framework for the custom IRS Business Rules Methodology.

  • Key Personnel for IBM on this project. (BIZRULES subcontract with IBM Global Services)

PROJECT OVERVIEW:

  • IRS PRIME is a 15-year $10 billion Business Systems Modernization Project to modernize all Internal Revenue Service applications. Analysts say this is one of the largest civilian systems development projects in the world.
  • All 250,000 IRS Business Rules for processing Individual Tax Returns will be stored in a rule engine instead of being hard-coded.

BUSINESS GOALS/BENEFITS: