Lon Rohlfing, PMP®, CAL®, CSPO®, CSM®

Lon Rohlfing, PMP®, CAL®, CSPO®, CSM®

Graduate Assistant

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  • Timeline

  • About me

    Director, Portfolio Delivery Support Division at CA Health & Human Services Agency, Office of Technology & Solutions Integration (OTSI)

  • Education

    • California Department of Technology IT Leadership Academy (ITLA 28)

      2021 - 2021

      The Information Technology Leadership Academy is a nine-month cohort program for state IT professionals with a focus on developing leadership skills.Participants in the academy are selected candidates from state agencies and departments that work in information technology programs. Individuals with a vision for enterprise-wide thinking, strong potential for career advancement, and experience carrying out their organization’s mission and vision are ideal candidates for acceptance into… Show more The Information Technology Leadership Academy is a nine-month cohort program for state IT professionals with a focus on developing leadership skills.Participants in the academy are selected candidates from state agencies and departments that work in information technology programs. Individuals with a vision for enterprise-wide thinking, strong potential for career advancement, and experience carrying out their organization’s mission and vision are ideal candidates for acceptance into this program. Show less

    • Whittier College

      -
      Bachelor of Arts - BA Economics

      Bachelor of Arts, Economics

    • California State University-Sacramento

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      Master of Arts - MA Ancient History

      Bachelor of Arts, History

  • Experience

    • California State University, Sacramento

      Jan 2008 - Nov 2013
      Graduate Assistant

      ► Substitute lecturer for HIST 112 (Ancient Rome) and HIST 50 (World History).► Grade, evaluate, and critique undergraduate student papers and exams.► Assist CSUS professors with the preparation of class syllabi and lectures for HIST 111 (Ancient Greece), HIST 112 (Ancient Rome) and HIST 50 (World History).► Assist undergraduates with academic research and writing skills.

    • California State Board of Equalization

      Jul 2013 - Nov 2013
      Office Assistant

      ► Process confidential, time sensitive, tax account research requests for various departments within the BOE (i.e. Legal Department, District Offices).► Coordinate the destruction of confidential documents with an outside vendor.► Prepare hardcopy taxpayer record files received from BOE business units and those stored in warehouse for desktop scanning.► Scan and monitor scan quality of prepared hardcopy files and documents.► Forklift and power pallet certified to move pallets within the BOE warehouse. Show less

    • California Secretary of State

      Nov 2013 - Nov 2021

      ► Secretary of State Technical Project Lead and Outreach Coordinator for the multi-million dollar, multi-module California Business Connect (CBC) automation project.► Identified an opportunity to add value to the agency by proposing, building, staffing, developing and currently manage a new automated test team, encompassing procurement of new test tools, integrated automated unit, QA, and regression testing, resulting in fewer application and system bugs, and a reduction in resource intensive manual testing.► Manages, plans, schedules, and coordinates the analysis, architectural design, build, test, implementation, integration, interfacing, deployment and maintenance of software development projects and defects. ► Oversees the development and maintenance of software development standards and procedures pertaining to requirements management, analysis, design, coding, documentation, and unit testing.► Oversees system configuration management and migration of system changes across different environments (development, test, staging, and production).► Manage cross-functional teams and staffing resources to assign and schedule work assignments, set priorities, and adjust as needed due to changing priorities from project and ongoing business needs.► As a recent graduate of the California Department of Technology’s IT Leadership Academy, provide ongoing leadership and management coaching and support to division managers, supervisors, and staff. ► Assist PMO, as appropriate within the information technology domain, in the development of feasibility studies, special project reports, the preparation of budgetary data and required control agency information based on California Department of Technology (CDT) Project Approval Lifecycle (PAL) framework. Show less ► Manager and technical lead of six software developers supporting the Business Programs Division’s California Business Connect Online Forms and Workflow Automation Project, including roles in project management, managing software development and deployment, project and resource planning, budgets, contracts, maintenance and operations, testing, requirements management, and configuration management.► In 2020, led the successful deployment of the Corporation Statements of Information, Corporation Formations, and Certificates of Status projects coordinating efforts with multiple SOS divisions. ► Lead, manage, and direct application development, quality assurance, and release management, to meet business, user and system requirements, for California Business Connect applications and platforms, including SimpliGov’s Online Forms and Automation Platform, Tecuity, Microsoft .NET, and Azure DevOps platforms.► Coordinate and work with senior systems, architecture, and security developers on the development and maintenance of software development architecture and standards pertaining to the Application Lifecycle Management (ALM), including requirements management, architectural design, build, test, implementation, integration, interfacing, deployment, and maintenance of the applications.► Develop and prepare, Statements of Work (SOW), Requests for Offer (RFO), procurement and contracts, feasibility study reports, special project reports, budgets, and required control agency information.► Coordinate and negotiate vendor scope changes in technical and business requirements, design, interfaces, and system components and software. Show less ► Spearheaded, planned, led key initiatives to improve and streamline processes, workflows, and systems, including section-wide staff cross-training efforts, and limited liability company business filing automation, resulting in a 25% improvement in business filings processing times despite a 19% increase in submission volume in 2018.► Provide cross-functional team leadership to proactively lead, manage, organize, and direct the work of over 120 program, technical, supervisory, and professional staff in a fast-paced, deadline-driven environment to meet processing and customer service goals.► Develop, formulate, and present annual business plans, process improvement proposals and plans, policy implementation plans, staff, supervisor and analyst training and development plans, workforce management and succession plans, and performance standards in support of division/agency vision, mission, goals.► Provide end-to-end legislation and policy research, analysis, and operational implementation, including legal, operations, systems, procurement, and risk analyses. Provide research, insight, analyses, and feedback for division Statements of Work (SOW) and Request for Proposals (RFP).► Dynamic Organizational Change Manager with the ability to create, lead, and implement custom change management plans to improve staff and stakeholder engagement resulting in process change and new system integration effectiveness, and ultimately improved staff morale during difficult transitions.► Lead, facilitate, and represent the division at regular stakeholder outreach meetings and conferences to present and share the work and progress of the Secretary of State’s office in the effort to make it easier to business in California through. Additionally, as copy writer, develop and write marketing material and web content in support of business initiatives and customer needs. Show less ► As manager and business lead for the section’s automation limited liability company filings, established project vision, timelines, and goals and led a team in the development and implementation, including change management and process streamlining, of an online business filing solution, including web interface and automated workflow.► Led, managed, organized, and directed the work of over 50 program, technical, supervisory, and professional staff in a fast-paced, deadline-driven environment to meet business filing processing and service goals.► Spearheaded, developed, planned, and implemented the merger of two business entities review units, including process and workflow streamlining, staff cross-training, policy proposals to improve customer business filing processing times.► Using Agile Development methodologies and best practices, gathered, defined, developed and documented project functional and technical requirements for the LLC automation project.► Evaluated business processes, practices, and workflow and oversaw the development and implementation of new and/or revised policies, procedures, and performance expectations.► Represented the section and division at meetings and conferences to present and share the work and progress of the Secretary of State’s office in the effort to make it easier to business in California through, improved services and online filings.► As Web Content Publishing Lead –planned, created, edited and published information and forms to the agency website, bizfile California business portals using Concrete5, html, CSS, and JavaScript. Show less Lead Analyst - Business Programs Division► Developed and wrote annual section 1, 3 and 5-year business plans in support of the agency and division vision, mission and goals and future automation project efforts.► Within the context of the business plan and business operations, defined and established timelines, roles and responsibilities, create and document processes, style guides, templates, rubrics and metrics to ensure ownership and accountability. ► Developed recruiting analytics based on section and team needs, developed behavioral and emotional intelligence based interview questions, member of panel interview team, and participated in the selection process for all section analysts and supervisors.► Prepared and formally presented workload and budget analyses using applicable metrics with recommendations in support of the section business plan and goals.► Identified, documented, analyzed and implemented section process and workflow efficiencies saving the agency and state of California thousands of dollars including man-hours saved.Lead Analyst – Business Programs Division Legislative Analysis► Developed and wrote analyses of proposed legislation impacting the Business Programs Division for fiscal and operational impacts using cost-benefit methodologies and draft language for proposed legislation and amendments.► Created Legislative Analysis policy, procedure, processes, and a tracking database to ensure analysis integrity, completeness, and consistency across the division from content, style, and format perspectives.► Cultivated and maintained lines of communication between section and agency administration and legal teams and program areas, to determine legislative impact, process and workflow changes, and lead change management efforts.► Implemented new legislation and workflow improvements by identifying training needs, developing training plans and materials, writing and/or revision of procedure manuals. Show less ►Serve as a business program area expert providing information and input regarding business rules and processes to identify, document, and review workflow processes and procedures for effectiveness and efficiency.► Research, document, recommend and implement business program process improvements division wide.► Perform detailed analytical procedural and policy documentation to ensure a clear understanding of the statutory, regulatory, and customer requirements that exist in the Business Programs Division.► Answer complex questions raised by attorneys and the public concerning operational, programmatic, and statutory requirements of the Business Programs Division.► Work with management at all levels of Business Programs Division staff to analyze program data and processes to identify operational opportunities and efficiencies, gather pertinent information, develop alternatives and make recommendations to assist management in making decisions regarding Division policy and/or legislative changes.► Draft concept papers, budget change proposals and other budget documents substantiating program expenditure needs. Show less

      • Section Chief (IT Manager I) - Software Engineering

        Sept 2020 - Nov 2021
      • Unit Supervisor (IT Supervisor II) - Software Engineering

        Jan 2020 - Sept 2020
      • Program Manager (Staff Services Manager II) - Business Entities Filings & Records

        Oct 2017 - Jan 2020
      • Manager & Product Manager - (Staff Services Manager I) Business Entities Filings Review Units

        Jan 2017 - Oct 2017
      • Associate Governmental Program Analyst

        May 2014 - Jan 2017
      • Staff Services Analyst

        Nov 2013 - Apr 2014
    • KPMG US

      Jan 2016 - Apr 2016
      Management Consultant

      ► Contributed in the development and evolution of methodologies and intellectual capital including contributing to articles, white papers, and training efforts for the California State FI$Cal project.► Provided guidance and expertise to state and local government management and leadership teams in the areas of change management, process and workflow re-engineering, and training to help grow and transform the agencies with new technology, talent, and operational effectiveness.► Utilized functional and industry knowledge related to project management, change management, training and service to identify complex client issues and propose solutions.► Participated in client service delivery teams in the active execution of engagements through meeting facilitation, written proposals, engagement of stakeholders. Show less

    • KAI Partners, Inc.

      Nov 2021 - Jun 2022
      SimpliGov Program Manager

      ► As SimpliGov Program Manager, responsible for managing program, project, and operational execution of the SimpliGov workflow and form automation platform for government agencies.► Develops and refines program strategy, defining, and executing the related goals and objectives, and continually assessing program progress and success.► Develop, executes, and maintains the Program Management Plan► Manages the partner relationship with SimpliGov, LLC.► Create company artifacts, spreadsheets, and decks for client deliverables.► Research client agenda, issues, proposals, and contributes to written proposals.► Analyzes data to effectively create artifacts to support implementation of SimpliGov form and workflow automation platform.► Select and use appropriate diagnostic tools, methods, and techniques in support of client initiatives and in support of client engagements and deliverables.► Support delivery plans, managing work time ensuring deliverables are complete with required timescales and within specified budgets while working in one or more stages of project delivery.► Coordinate with Business Services on the management of financials for the contract.► Close new growth opportunities as identified by Sales/Business Development in applicable verticals.► Track team performance and health and identifies delivery training needs of their teams.► Support program integrations with special emphasis on business and IT operations.► Actively participates in and oversees all tasks outlined in the scope of work.► Curate company culture through team event planning and logistics coordination► Support cross-collaborative initiatives through coordination and continuous improvement cycles. Show less

    • Employment Development Department

      Jun 2022 - Oct 2023
      Senior Special Projects Advisor to CIO

      ► Provide technical, business, project management, and leadership expertise to the IT Leadership Team in support of EDD’s mission and strategic goals.► Spearhead the effort to develop, write, and implement the EDD IT strategic plan with the goal of a cultural transformation to mirror ongoing digital transformation projects and efforts.► Lead, manage, advise, and mentor the EDD Project Services Group (PSG) including 10 project managers in support of over 50 EDD IT and enterprise projects. ► Provide project manager, portfolio management, and business consulting services (i.e., governance, communication, procurement, OCM) in support of several EDD projects, including transformational EDD projects EDDNext, and CalJOBS replacement projects.► Developed, wrote, and implementing a transformation effort to establish an Agile PMO, expanding on the existing project support provided within IT. New services include agile portfolio management, vendor management, OCM, established business analysis standards, and training/development plans to meet current and future EDD project needs.► Develop and write presentations, speeches for EDD and IT leadership in support of ongoing EDD digital transformation efforts. Show less

    • SimpliGov

      Oct 2023 - Feb 2024
      Public Sector Consultant

      SimpliGov is a cloud-based, no-code, government modernization platform that empowers state and local organizations to rapidly improve constituent and employee experiences through online forms and workflow automation. ► Provided technical, business, project management, and leadership consulting and expertise to IT state and local governments throughout California and New Jersey to guide the implementation of the SimpliGov Automation Platform.► Played a critical role in developing SimpliGov’s Customer Success Management program by creating processes, policies, and procedures.► Established, communicated, and coordinated project portfolio planning, initiation, and reporting, including risk/issue management across internal stakeholders and over 80 customers.► Built, developed, and maintained relationships through 1-on-1 and recurring customer meetings and identified and promoted SimpliGov solutions at strategic and tactical levels. ► Used my understanding of SaaS, enterprise IT landscape, REST APIs, and SQL to guide SimpliGov and public sector project teams on best practices to develop and deploy SimpliGov workflows that meet the needs of customers and employees.► Developed and presented use case demonstrations (demos) to help guide customers in their automation journey. Show less

    • Office of Technology and Solutions Integration

      Apr 2024 - now
      Director - Portfolio Delivery Support Division
  • Licenses & Certifications

  • Volunteer Experience

    • Library Assistant

      Issued by Crocker Art Museum on Mar 2012
      Crocker Art MuseumAssociated with Lon Rohlfing, PMP®, CAL®, CSPO®, CSM®