Daniel Porter
Gresham
Summary
Results-driven Business Analyst with a proven track record in process improvement, change management, and data analysis. Expertise in leading cross-functional initiatives that have successfully reduced data quality issues for over 3,000 contacts while implementing sustainable improvements across multiple systems. Strong background in stakeholder consultation, strategic planning, and continuous improvement methodologies, complemented by advanced SQL and analytical capabilities. Recognized for enhancing operational efficiency and supporting decision-making processes through detailed analysis, with a commitment to collaboration and adaptability in dynamic business environments.
Overview
19
19
years of professional experience
Work History
Business Analyst - Sales Enablement and Operations
Kaiser Permanente
11.2011 - Current
- Led comprehensive contact migration process improvement initiative, delivering measurable results by reducing contact-related data quality issues by over 3,000 through systematic analysis and process optimization
- Executed data-driven process improvements using advanced SQL analysis and validation techniques, streamlining complex data flows across Sales Connect, KPMC, and legacy systems
- Developed and implemented process architecture for contact data management, creating standardized procedures for primary billing, Evidence of Coverage recipients, and account classification systems
- Applied Lean principles to pare down reporting processes, reducing system noise and improving efficiency of data review workflows by focusing on critical billing and eligibility contacts
- Served as trusted consultant to cross-functional stakeholders including technical teams, leadership, and account management, facilitating strategic decisions on complex data migration and system transitions
- Provided ongoing consultation and coaching to process owners on data quality best practices, building continuous improvement mindset across regional teams (California, Northwest, Hawaii)
- Developed stakeholder process improvement capabilities through training and guidance on new system features, including "link/unlink" functionality rollout and contact association procedures
- Managed competing stakeholder objectives by aligning process improvement initiatives with business objectives while addressing timing, data continuity, and operational concerns
- Defined and developed performance metrics for contact data quality, establishing process success standards and validation rules to ensure sustainable improvements
- Created comprehensive reporting framework that flagged missing contract signers and active contacts, enabling proactive data quality management and reducing manual remediation efforts
- Contributed to strategic planning by identifying and analyzing significant data quality gaps (e.g., 8 World Headquarters accounts missing contract signers) and developing targeted improvement strategies
- Refined strategic plans through iterative process improvement, adapting contact comparison methodologies based on volume analysis and stakeholder feedback
- Led change management activities by championing Sales Connect as system of record, engaging stakeholders to obtain buy-in and addressing resistance throughout organizational transition
- Facilitated organizational alignment through clear communication of technical and business requirements to key stakeholders, preventing redundant work and ensuring system capabilities matched business needs
- Advocated for continuous improvement by troubleshooting frequent CSM issues, documenting regional differences, and coordinating structured follow-up actions for system enhancements
- Managed change initiatives by providing essential context to leadership on error trends and cleanup efforts, maintaining stakeholder communication throughout process transformations
- Performed comprehensive data analyses using advanced SQL techniques and AI-assisted query development to support process improvement initiatives and identify system inefficiencies
- Conducted experimental testing through data validation and cleanup processes, determining optimal data gathering methods and analysis approaches for contact management systems
- Identified and mitigated risks through data-driven analysis, including development of validation rules and automated data loads to enhance accuracy of eligibility contact management
- Applied analytical expertise to secondary initiatives including AI tool implementation for prospect research automation and CSM dashboard enhancement proposals
- Process Improvement & Data Quality Initiatives
- Process Improvement Leadership & Execution
- Strategic Consultation & Stakeholder Management
- Performance Metrics & Strategic Planning
- Change Management & Continuous Improvement
- Data Analysis & Problem-Solving
- Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
- Optimized workflow processes to enhance overall productivity and achieve operational excellence.
- Collaborated closely with stakeholders to identify opportunities for process improvements and drive continuous innovation in the organization.
- Supported software development projects by defining clear requirements and effectively communicating them to technical teams.
- Strengthened regulatory compliance by updating internal processes in line with new industry standards and legislation.
- Drove operational efficiency by automating routine tasks, freeing up staff to focus on more complex issues.
- Improved data governance with establishment of standardized protocols, ensuring consistency and accuracy across datasets.
- Increased project visibility by creating comprehensive dashboard for real-time status updates, improving stakeholder communication.
- Developed customized reports, summarizing and presenting data in visually appealing format.
- Generated ad-hoc reports to evaluate specific business requirements.
- Generated standard and custom reports to provide insights into business performance.
- Created dashboards to monitor and track key performance indicators.
- Developed complex dashboard and reporting tools to track business performance metrics.
- Updated and developed scripts and queries to extract and analyze data from multiple sources.
Price File Analyst - Purchasing
Kaiser Permanente
05.2006 - 11.2010
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
- Managed the NW FDA recall process for medical and dental devices across the region.
Education
Bachelor of Science - Business Administration
Warner Pacific
Portland, OR12-2007
Six Sigma Green Belt - Process Improvement
Kaiser Permanente
Portland, OR03-2017
Skills
- Analysis Tools: MS SQL Server Management Studio (SQL), Excel, Alteryx
- AI Platforms: GPT-4/5, Claude, Gemini
- Systems: Salesforce, KPMC, CM, BPRS, FASET
- Process Improvement: Lean/Six Sigma concepts, Kaizen methodology
- Project Management: Cross-functional coordination, stakeholder management, change leadership
- Data analysis
- Requirements gathering
- Team collaboration
- Project management
- Microsoft Excel mastery
- Business process improvement
- Workflow Analysis
- KPI tracking
- Release planning
- Stakeholder engagement
- Data visualization
- SQL and databases
Core Competencies
- Process Improvement & Analysis: Lean methodologies, data-driven problem solving, process mapping, performance metrics development
- Change Management: Stakeholder engagement, training delivery, organizational alignment, continuous improvement advocacy
- Data Analysis & SQL: Advanced SQL querying, data validation, reporting automation, system integration analysis
- Strategic Consultation: Cross-functional collaboration, requirements gathering, solution design, executive communication
- Project Leadership: Initiative management, resource coordination, timeline delivery, risk mitigation
Timeline
Business Analyst - Sales Enablement and Operations
Kaiser Permanente
11.2011 - Current
Price File Analyst - Purchasing
Kaiser Permanente
05.2006 - 11.2010
Bachelor of Science - Business Administration
Warner Pacific
Six Sigma Green Belt - Process Improvement
Kaiser Permanente
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