William W. Treloar

BUSINESS SYSTEMS CONSULTANT

Email: btreloar@plmconsulting.com

PROFESSIONAL PROFILE

Over 20 years of diversified experience in software development and administration relative to healthcare, insurance, labor union administration and fringe benefits, operations, marketing, finance, human resources, disaster recovery and Year 2000 compliance. Experience covers a wide spectrum, ranging from highly technical information systems and relational database client/server application development to general business management and administration.

APPLICATION DEVELOPMENT EXPERIENCE

• For a major healthcare EDI company, designed and developed a complex operations database to support marketing, sales, inventory, deployment, customer service and accounting for the company's products, maintaining essential data on more than 125,000 medical providers and controlling a $6 million product inventory. Improved speed up to tenfold over a previous system while instituting rigorous data- and referential-integrity features. Achieved over 400% productivity improvement for a critical phase of product deployment.
• Developed an application for group insurance clients to use to complete monthly insurance reports more easily and accurately. Receiving more accurate reports saved the northeast region about $100,000/ year in reprocessing expenses and saved the average client three to five man-hours per month in report preparation time. Designed as a free customer service to the company's clients, the program was recommended for national distribution in recognition of its contribution to sales and retention. Developed a comprehensive user manual.
• Designed and developed a field audit application used by up to 30 examiners to gather information at remote locations of business partners, compare it with midrange-resident data, and generate reports substantiating large billings of those business partners. Provided for post-audit archiving of all audits in a comprehensive aggregate database.
• Created a collections monitoring, control and reporting system for overdue insurance premiums which recovered $11 million in the first 12 months of operation. Included a comprehensive user manual.
• Developed an application for production of group legal insurance claim payments.
• Designed an application for zip code matching of insured individuals with HMO affiliated physicians nationwide.
• Created numerous database applications to improve administrative efficiency in such areas as personnel tracking, project management, sales performance tracking, insurance premium rate status monitoring, and express shipping cost control.
• Developed a tracking system to solve a problem of badly delayed commission payments to the field sales force due to poor communications between organizations.
• For a major insurance company wrote a hospital audit reporting system for the PC to save 20% of expended effort per month and improve response to marketing executives compared to its mainframe predecessor. Auditor efficiencies helped achieve a 50% increase in hospital audit savings over the first 12 months.
• Created a human resources database for a large corporation's department-wide 550-manager group, for the purposes of facilitating management development and rotation.
• Developed the first PC-based budget forecasting package for a major insurance company.

CAREER PROFILE

NY District Council of Carpenters Benefit Funds (a billion-dollar union fringe benefit provider)

MIS Director Responsible for all computer activities supporting the administration of $1.7 billion of union fringe benefits for the organization, including midrange and multi-server LAN applications serving more than 300 users.

Health Information Technologies, Inc. (an electronic data interchange company)

MIS Operations Manager Responsible for designing, developing, implementing and maintaining management information systems, including a large LAN-based, multi-user, mission-critical database application with mainframe connectivity. Manage a staff of technicians to develop and support a multiple fault tolerant midrange computer data center and a multi-server 100 node LAN as well as voice and data communications for the company.

The Prudential (a multi-billion-dollar mutual insurance company)

Senior Systems Consultant, Marketing & Communications Responsible for developing local and national microcomputer applications in support of group marketing, medical and financial organizations. Consulted on PC issues, including desktop publishing, throughout four states covering 2,000 employees. Analyzed systems, researched software, wrote extensive documentation and trained users.

Manager, Group Claim Standards and Control Directing a 120-person division, was responsible for many diverse functions often requiring aggressive scheduling deadlines and tight cost constraints. These included claims examiner training, quality audits, fraud detection, security, technical research, hospital audits, patient management services and group legal claims processing. The division completed a high proportion of projects ahead of schedule and under budget.

Manager, Group Insurance Exercised administrative and human resources responsibility for the Corporate Group Insurance Division's 205 employees. Conducted management intern program for 42 interns.

Manager, Group Systems Budget development and expense monitoring, affirmative action compliance, personnel records, processing of personnel actions and performance reviews.

Systems Analyst Developed systems level functional specifications for programming staff as well as user documentation.

EDUCATION

MBA - Management, Fairleigh Dickinson University

BA - Experimental Psychology, Rutgers University

Fellow, Life Management Institute, Life Office Management Association

MILITARY

Captain (Missile Combat Crew Commander), U.S. Air Force

OTHER ACTIVITIES

• Published many articles in technical publications for database application developers
• New York Enterprise Developer User Group, President
• New Jersey DataEase User Group: Steering Committee
• Developers Competitions: Advisory Board (2 years)
• Technology Managers Forum International: Corporate Advisory Board
• American Management Association: Member
• Employer of the Year awarded by Cedar Grove High School Cooperative Education Program
• Intelliquest Technology Panel: Member
• Mensa Special Interest Group: Editor/Coordinator
• Boy Scouts of America: Troop Committeeman/PR Chairman