Respond to all user inquiries & change requests related to access control (groups, roles, record permissions), dashboards, reports, application updates (calculations, rules/actions, advanced workflow), email notifications, data imports, data feeds, etc.

Design & implement new solutions as deployment grows across the business

Monitor Archer product enhancements and incorporate into deployment where it makes sense

Regulatory changes across 7 operating regions logged in solution for decisioning & tracking

Advanced workflow implemented to involved 1st & 2nd Line of Defense contacts in regulatory change applicability & impact assessment

Solution integrated with Archer solutions for issue management & periodic control assessment

Team audits 20,000 insurance policies a month in solution to ensure compliance with Department of Insurance & internal standards

Email notifications used to inform Insurance Agent & management of failed policies

Process includes an initial review, dispute option, and final review

Risk and control self-assessments are launched on a schedule based on risk rating & control frequency

Assessment results automatically roll up the Business & Risk hierarchies (via calculated fields)

Reporting available from top to bottom of Business & Risk hierarchies. Users can drill down from highest-level to related individual risk and control assessments.

Stakeholders across business lines log operational incidents in solution

Advanced workflow used to submit and route incident to appropriate Team for review and closure

Email notifications notify management of high priority issues

Developed custom solution for tracking pharmacy change inquiries with complex advanced workflow, data feeds, and email notifications

Solution enabled team to move off of email & Excel-based legacy process to a central, automated Archer solution

Guided new Archer customer on licensing selection, hosting options, & implementation strategy including pre-requisites

Led implementation of 5 Archer use cases: organizational context, issues management, corporate obligations management, controls assurance, and audit engagements and workpapers