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March 2, 2010
email@example.com www.solutionbeacon.com 310-600-1603 (direct) 888-603-9243 (toll free) 206-374-8159 (fax)
Prepared by: Joel Howard Goetz Schmitz Dawn Bachmann
Solution Beacon is delivering this document with the express understanding that its contents will be held in confidence and will not be disclosed to third parties without written consent. Copyright Solution Beacon, LLC, 2001-2010. All rights reserved.
Oracle/PeopleSoft Enterprise Consulting and Related Services
Maricopa Community Colleges District March 2010
Table of Contents
Table of Contents............................................................................................................................ 2 Executive Summary ........................................................................................................................ 3 4.1 Proposal Requirements ............................................................................................................. 4 4.2 Specific Requirements .............................................................................................................. 4 4.3 Deviations from RFP: ................................................................................................................ 9 4.4 Signature .................................................................................................................................. 9 5. Scope of Work .......................................................................................................................... 10 7. Vendor Questionnaire ............................................................................................................... 12 7.1. Description of Firm/Personnel ............................................................................................. 12 7.2. Past Experience ................................................................................................................. 15 7.3. Products or Services Available ........................................................................................... 17 8. Pricing Schedule ....................................................................................................................... 25 9. Signature Page ......................................................................................................................... 26 Appendix A – Resumes................................................................................................................. 27 Appendix B – Case Study General Dynamics C4 Systems ......................................................... 122 Appendix C- Case Study L3 Communications ............................................................................. 125 Appendix D – Case Study Cricket Communications .................................................................... 126 ATTACHMENT B ........................................................................................................................ 128 ATTACHMENT C ........................................................................................................................ 133
Copyright 2010 Solution Beacon, LLC. All Rights Reserved.
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Oracle/PeopleSoft Enterprise Consulting and Related Services
Maricopa Community Colleges District March 2010
Solution Beacon is pleased to have this opportunity to respond to Maricopa County Community Colleges District‟s (MCCCD) request for proposal for Oracle consulting services. As stated within the RFP, Solution Beacon has responded to the sections most applicable to our business: Oracle E-Business Suite (EBS) project and staff augmentation assistance. Secondarily we have provided representative resumes of senior Peoplesoft HR and Student Administration resources for consideration. Solution Beacon has tailored the proposal content, sample references, and resource resumes in an effort to provide a broad overview of the types of work we perform. We have also made an effort to provide material that reflects the efforts MCCCD has indicated it is most likely to undertake: upgrading to EBS Release 12, Implementation of Oracle Grants, and directory authentication. As demonstrated during Solution Beacon‟s Upgrade Readiness Assessment, our resources are some of the most experienced in the Oracle marketplace with a breadth of industry and public sector knowledge. We make it a practice to create a trusted advisor relationship with our clients As MCCCD chooses a preferred partner we emphasize the importance and the value of choosing a consulting partner known for knowledge sharing and unbiased recommendations on various Oracle applications and technologies. We have made a name in the industry through consistent participation (presentations, training, webinars) and leadership within the Oracle Applications User Group (OAUG) community. As you can see from the reference information provided, we are well accustomed to providing the assistance clients need for a particular engagement: from project planning and leadership to targeted module or business process leads for an effort, to staff augmentation for more limited resource needs. In any case, our commitment is to long term partnership with our clients. In summary, Solution Beacon brings the following critical components to ensure success with the work we undertake: Experienced, seasoned teams to manage the complexities inherent in upgrades, reimplementation, and implementation of Oracle Release 12 Understanding of Release 12 application capabilities including sub-ledger accounting and multi-org access control, as well as the technology and BI components alongside the EBS Experience with public sector accounting, financial consolidation, alignment of business processes, and strategic application planning A commitment to new release expertise through knowledge sharing, published books (11i, R12, Workflow), webinars, training, as well as the only public Vision instance of the Oracle EBS (at www.solutionbeacon.com) A reputation and dedication to excellence and customer satisfaction
Copyright 2010 Solution Beacon, LLC. All Rights Reserved.
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8 -> R11. and Glendale Community College. The chart below shows the experience Solution Beacon has with Higher Education. Rapid Migration (R11. DBA Assistance Single Sign on Implementation (Directory Authentication). this contract for production support is ongoing. Is offering fees that are reasonable and consistent with fees charged to other public entity clients in Maricopa County.10). which has since been acquired by Solution Beacon. Organization Carnegie Mellon University University of Virginia Ohio University Services Assessment. Bidder‟s References. 2.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 4.1. Release 11i Upgrade (11. Please note past and ongoing work with Glendale CC was originated with People ROA. Data Warehouse Implementation System Review. Arizona. Release 11i Workshops. All answers are in the order in which the questions are asked.5.3 –> 11i Public Sector Financials. Schedule which is signed by an authorized company official on behalf of the firm. Workflow Training.2 Specific Requirements 4. The following clients have Oracle E-Business Suite as a result of Solution Beacon services: Copyright 2010 Solution Beacon.0. Additional details on the above engagements.2. 5.5. Dartmouth.0. 4. 6. including contact information and written case studies. Acknowledges and confirms that all parts of this RFP have been read and that the Proposal submitted is in accordance therewith. 4. 4. Is submitting a completed. have been provided as part of Attachment B. Technical Assessment. 3.10). 4.3 -> 11. signed pricing schedule.2. and Grants.2.3. Upgrade 11. The higher education institutions listed above are a subset of Solution Beacon‟s experience. Is submitting a completed Bidder‟s Statement. Remote DBA services. Is submitting all answers to the respondent questionnaire. Page 4 of 133 Prepared for MCCCD . 1. Remote DBA Services. HRMS. LLC.2. All Rights Reserved. Skidmore College. Southern Illinois University. See Reference Section. and the duties requested do not require such licensure.1 Proposal Requirements Solution Beacon. Globalization and Multi-Currency Assistance. Additional clients include Rockefeller University. Is not licensed in the State of Arizona.5.
2. Solution Beacon resource needs are determined and allocated based upon the input and leadership of two services leads. and written Case Study as an Appendix D As stated previously. Additional examples and/or references can be provided upon request. Representative Resumes (EBS Only) Category Project Leadership Application Implementation Representative Resource(s) Goetz Schmitz. and have been selected based upon the parameters requested within this RFP. Michael Moscatello Procure to Pay: Subi Vadlani. the references listed are specific to the Oracle eBusiness Suite. 4.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Client General Dynamics C4 Systems L-3 Communications. VP of Technical Delivery. As the scope. and written Case Study as an Appendix C See Attachment B. LLC. VP of Functional Delivery (resumes included as an Appendix A). Electron Technologies Inc. Grants/Public Sector/Projects: Don Driggs. All Rights Reserved. Cricket Communications/Leap Wireless Services See Attachment B. timing and duration of any proposed work is as yet undefined. and Goetz Schmitz. and written Case Study as an Appendix B See Attachment B. exact resource decisions are also as yet undefined. Gary Rao Various Various Laura Gilmore Naren Thota. Gary Rao Somu Kopparthy Somu Kopparthy NA Page 5 of 133 Prepared for MCCCD Hardware and Database Configuration Software Development Related Products Testing Documentation Training Reporting Directory Integration Portal Enterprise Management Copyright 2010 Solution Beacon. Susan Behn. The references and case studies are a subset of Solution Beacon‟s client list.4. 4. Susan Behn. Note: see Application Implementation resources as many serve in a Project Management capacity as well Financials: Jacqueline Camphor. Somu Kopparthy NA Data Warehousing and BI: Naren Thota.2. . Brian Kent.5.
Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Please note. Page 6 of 133 Prepared for MCCCD . names listed above are specific to the E-Business Suite of Applications and the modules in use or under consideration by MCCCD. Representative Peoplesoft HR and Student Administration resources have been included within the Appendix. Copyright 2010 Solution Beacon. Additional examples can be provided based upon request or a defined scope/duration. LLC. they comprise a small subset of resources available. All Rights Reserved.
105.Software Licenses 6246 .Printing and Reproduction 6270 .95 912.36 25.Remote Total .22.214.171.1243.505.311.285.821.10 $ $ Copyright 2010 Solution Beacon.Expense Net Ordinary Income Other Income and Expenses Other Income Total .Other Income Other Expense Total .2.18 4.792.Equipment Rental / Leasing 6171 .54 405.Taxes 6760 .87 507.Consulting COSS 5100 .00 9.05 2.506.Rent 6742 . LLC Income Statement From Jan 2009 to Nov 2009 Financial Row Ordinary Income/Expense Income 4000 .Bank Service Charges 6140 .90 72.00 1.Professional Development 6730 .68 123.Federal Services .009.Services .143.Services . LLC.21 26.Remote Services COSS Total . Page 7 of 133 Prepared for MCCCD .27 251.35 1.124.75 $ $ $ $ $ $ 291.Advertising & Marketing Expense 6040 .406.23 76.Amortization Expense 6120 .945.16 2.235.83 2.Federal Services .42 3.Interest Expense 6230 .68 46.Admin 6736 .496.00 2.Hardware/Office Equipment 6180 .65 7.Insurance 6200 .62 40.143.40 8.78 507.Telephone & Communications 6770 .Consulting 4100 .41 $ 5.Depreciation Expense 6160 .Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 4.Office Supplies 6247 .Income Cost Of Sales 5000 .735.349.815.262.Promotional and Business Gifts 6735 .971.746.Recruiting .Consulting COSS 5400 .261.251.48 984.37 8.Payroll Expenses 6250 .104.Professional Fees 6729 .70 209.333.000.625.571.Cost Of Sales Gross Profit Expense 6010 .572.281. All Rights Reserved.917.7 Solution Beacon Financials: Solution Beacon.144.077.015.867.73 2.469.086.459.Dues and Subscriptions 6170 .11 63.73 9.33 1.Other Expense Net Other Income Net Income Amount $ 8.45 273.34 9.Postage and Delivery 6260 .73 $ 11.821.500.Travel & Ent Total .Charitable Contributions 6150 .90 12.20 613.Consulting 4400 .
Page 8 of 133 Prepared for MCCCD .817. LLC Balance Sheet End of Nov 2009 Financial Row ASSETS Current Assets Bank 1010 .97 2.50 40.941.818.228.546.07 14.82 6.82) 1.712.SVB Checking 1020 .874.Hardware 1411 .Loans Receivable 1360 .10 75.75 2.Hardware Total Fixed Assets TOTAL ASSETS LIABILITIES & EQUITY Current Liabilities Accounts Payable Line of Credit .71 34.47 (2.679.89 2.138.941.191.728.SVB Total Current Liabilities Equity 3210 .Common Stock 3240 .774.SVB Cash Coll/Reserve Acct Total Bank Accounts Receivable Other Current Asset 1350 .67 919.64 330.492.805.95 87.45 1.14 2.235.727.A/D .Pre-Paid Accounts Total Other Current Asset Total Current Assets Fixed Assets 1410 .499. LLC.008.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Solution Beacon.068.07 107.638.394.41 1.00 86.02 738.95 2.39 $ $ $ $ $ $ $ $ $ $ 1. All Rights Reserved.880.39 $ $ Copyright 2010 Solution Beacon.256.228.885.626.Preferred Stock Total Stock Retained Earnings Net Income Total Equity TOTAL LIABILITIES & EQUITY Amount $ $ 93.105.500.880.782.
9. LLC.9.2. Delivery Technical Goetz Schmitz VP. 4.1 4. or other reorganization. or employee of any of the foregoing. prosecution.8 Solution Beacon Org Chart Board of Directors Randy Giefer Chairman Rick Bardy Secretary Craig Hobson Director Craig Hobson President Mary Lou Weiss VP Operations Lisa Laine VP HCS Rick Bardy CFO Corp Counsel Susan Behn VP. nor had its contract terminated prior to the completion of the original term. Page 9 of 133 Prepared for MCCCD .Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 4.2. All Rights Reserved.3 Solution Beacon has not been sued for any reason.2. agent.2. 4. Solution Beacon has not been the subject of any criminal investigation.2 Solution Beacon has neither prematurely terminated. or conviction for any alleged act or omission related to the activities of said business or within the scope of their responsibilities as an officer.2. 4. 4.3 Deviations from RFP: Solution Beacon has no differences in the terms and conditions. Delivery Functional Peter Adamson VP Remote SVCS Dawn Bachmann VP Sales & Marketing Kirk Randall VP Government Sales Cathy Sumeraki Director of Special Projects HR Manager Accounting Manager Practice Directors Practice Directors Practice Directors Sales Manager East Administrative Assistant Resource Manager Practice Managers Practice Managers Practice Managers Sales Manager West Recruiting Manager Project Managers Project Managers Project Managers Sales Manager South Central Sales Manager North Central 4.9.4 Signature See Signature Page Copyright 2010 Solution Beacon. acquisition.9 Solution Beacon is not currently nor is anticipated to be a part of any merger.
SQR. As indicated with the Directory Authentication engagement under consideration. All Rights Reserved. specific application. degree of automation required. eBusiness Suite.3 See reference section for a sampling of higher education clients using the Oracle EBS.3 Products of Services Available 5. are described in the repository. Solution Beacon has developed many inbound and outbound interfaces for clients in a wide variety of industries. or any other products relevant to this RFP. Solution Beacon encourages and incorporates ongoing knowledge transfer as a part of every project plan. 5. . which is the focus of our response to this RFP. availability of open interfaces and many other factors. SOA. In cases where a client‟s resources do not have the time needed. PL/SQL Concurrent Programs XML Publisher Oracle 10g Developer Suite Open Interfaces Interface Views Page 10 of 133 Prepared for MCCCD Copyright 2010 Solution Beacon. Scope of Work 5. This allows for on the job mentoring and testing of a proposed solution so that MCCCD resources will be well equipped to support and troubleshoot the solution in production. Utilization of the integration repository ensures standards are followed and supportable interfaces are built. with subsequent iterations led by MCCCD resources. For Release 12.1 See Section 7. target. The tools utilized for the interface will vary based on the source. PL/SQL. Oracle provides an extensive integration repository to assist customers with the development of interfaces. The following is a description of Solution Beacon‟s expertise with the technical aspects of Oracle EBS. This comprehensive integration repository describes all of the Oracle endpoints whether they are Business to Business (B2B) or Application to Application (A2A). Application Engine.4 Describe the extent of experience by the Proposer with People Tools. Solution Beacon regularly tailors its plan to allow for a “test run” led by Solution Beacon resources. Java. The detailed work plan and the required MCCCD staffing resources will be finalized during the Discovery Stage of the project. 5. A high level project plan and team definition will guide the start of the project. Oracle/PeopleSoft Student Administration and/or HCM. all of which have been utilized by Solution Beacon resources. Workflow. The following interface types. The specific interfaces range from typical open interfaces such as inbound payables invoices and outbound ACH processes that are utilized at most E-Business Suite clients to more complex interfaces such as providing synchronizations between multiple E-Business Suite instances.2 A team oriented project organization with representation from Solution Beacon and MCCCD will be established. Each team member will be assigned specific tasks and responsibilities as described in the work plan. LLC.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 5. COBOL. we are also accustomed to the creation of references materials or formalized training (classroom or web based) as needed.
Newer technologies such as BPEL integrated with web services can be utilized to provide a more automated solution to interfaces when required. 5. Copyright 2010 Solution Beacon. 5. 5. and proactive maintenance for Oracle environments. whereby our teams provide 24/7 monitoring.8 Solution Beacon is purely a services company. however. and use of Sharepoint for documentation management.9 Dependent on the nature of the project. 5. Our resources implement Oracle solutions an do not market distinct applications. patching.10 Provide the maximum percentage price increase for years two to five as compared to year one. Additionally. and as such have provided representative resumes of these resources within our network. 5.11 Solution Beacon resources are accustomed to providing their own laptop PCs. The maximum percent increase for years 2-5 is 3%. Our resources are located throughout the country and the vast majority of our work is performed onsite at client offices. LLC.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Electronic Data Interchange (EDI) Message Transactions XML Gateway Message Java Methods Solution Beacon is proud to have recently authored a definitive reference book for Oracle Workflow (The ABC‟s of Workflow for E-Business Suite for Release 11i and Release 12) which was developed using our internal expertise.7 Solution Beacon is an entirely virtual organization and has been since its inception.5 Solution Beacon was founded in 2001. offer remote Applications DBA services. status reporting. and various extensions. 5. personalization. All Rights Reserved. most engagements we undertake involve forms customizations. tuning. We also work alongside consultants specializing in Peoplesoft applications. 5. 5. Page 11 of 133 Prepared for MCCCD . We do. We are well versed in OA Framework development as well.11 Documentation and all deliverables resulting from this contract shall remain the property of MCCCD. Solution Beacon employs varying tools and strategies for communications including weekly status meetings.6 Solution Beacon is a mid-size consulting organization with a 130 resources specializing the E-Business Suite of Applications and Oracle technology components.
Oracle/PeopleSoft Enterprise Consulting and Related Services
Maricopa Community Colleges District March 2010
7. Vendor Questionnaire
7.1. Description of Firm/Personnel A. Solution Beacon is… an Oracle Certified Advantage Partner, the highest partner level awarded by Oracle one of four OAUG Five Star Partners in the world a forerunner in Oracle new release expertise a leader in mentoring and educating the Oracle user community through workshops and books
Solution Beacon‟s distinction extends beyond its recognition for excellence in Oracle Applications implementations. Solution Beacon has attracted an elite group of consultants proficient in Oracle database and technology. This technical expertise is critical for the more complex Oracle implementations that require set-up to handle unique business processes, customizations, or integrations with other enterprise applications. Solution Beacon also has superior developers for custom software. Solution Beacon is developing custom front-end modules that fully integrate with the entire Oracle E-Business Suite, for the Media and Entertainment and Advertising industries. The solution has comprehensive functionality and focuses on the integration of budgeting, scheduling and job costing.
Solution Beacon’s exceptional talent makes it uniquely qualified to:
leverage technology to meet strategic business objectives achieving earlier ROI address specific industry requirements resolve global collaboration challenges help companies create migration plans for streamlined integrated enterprise systems
Solution Beacon Service Offerings
Assessments Strategic business assessments & ROI Functional assessments Technical assessments IT roadmap planning Acquisition integration Software selection Upgrade readiness Optimizations Business process re-engineering Functional optimization Technical optimization System architecture optimization Database tuning and optimization Implementations ERP upgrades ERP implementations ERP migration and consolidation Oracle Fusion Middleware - SOA Develop industry specific front-end modules Custom development International dependencies and multi-org Support Services Functional and technical support Focused knowledge transfer Remote DBA support Oracle instance hosting
Copyright 2010 Solution Beacon, LLC. All Rights Reserved.
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B. i.-iii: Name Goetz Schmitz Current Responsibilities VP of Functional Delivery Proposed Role Engagement Manager for all projects and staff augmentation; responsible for planning, resource assignments, pricing, delivery, and quality assurance with a functional focus Engagement Manager for all projects and staff augmentation; responsible for project planning, resource assignments, pricing, delivery, and quality assurance with a technical focus (development, BI, DBA)
VP of Technical Delivery
Once a specific scope of work and timeline is defined, Solution Beacon can earmark certain resources for consideration. Representative resumes have been selected based upon modules in use or under consideration by MCCCD and are intended to provide a strong indication of the types of consultants Solution Beacon employs. Resumes included in the appendix address length of service with Solution Beacon, years of experience, industry knowledge, accreditation, and educational background.
Copyright 2010 Solution Beacon, LLC. All Rights Reserved.
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iv. Solution Beacon Org Chart
Board of Directors
Randy Giefer Chairman
Rick Bardy Secretary
Craig Hobson Director
Craig Hobson President
Mary Lou Weiss VP Operations
Lisa Laine VP HCS
Rick Bardy CFO Corp Counsel
Susan Behn VP, Delivery
Goetz Schmitz VP, Delivery Functional
Peter Adamson VP Remote SVCS
Dawn Bachmann VP Sales & Marketing
Kirk Randall VP Government Sales
Cathy Sumeraki Director of Special Projects
Sales Manager East
Sales Manager West
Sales Manager South Central
Sales Manager North Central
Provide any additional information that substantiates that the firm has other capacity or staff to perform the scope of duties, above and beyond identified key personnel.
Copyright 2010 Solution Beacon, LLC. All Rights Reserved.
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6-10 resources as workload varies. developer resources 2007 CiscoLinksys Irvine. CA High Tech Consumer Products Project Management. All Rights Reserved. Page 15 of 133 Prepared for MCCCD . VA 2008present General Dynamics IT Needham. Past Experience A.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 7.5. Department of Homeland Security Solution Beacon Role Implementation.10.2. MA Defense Contractor BI Architect. production support. Costing (FIFO to Standard Cost conversion). Performance Tuning and advisory services Date 2002Present Name TSA/Unisys Location Reston. Lead Architect. Sample customers/engagements Type and Size of Engagement Oracle Applications Implementation and Production Support. Functional and Technical Lead Copyright 2010 Solution Beacon. Trade Management Implementation Type of Institution Government. OBIEE Implementation. 1-3 resources. varying duration Upgrade to 11. Bidder‟s References B.2. See Attachment B. production support is ongoing OBIEE Implementation and general development resources. Security. LLC.
Page 16 of 133 Prepared for MCCCD . MA Type of Institution Cell Tower Construction and Leasing Solution Beacon Role Project Management. 1218 resources over 2 years Remote Apps DBA services. All Rights Reserved. Functional and Technical Lead 2006Present Rockefeller University New York.10. Costing change. Chart of Accounts Redesign.10. monitoring. West Virginia Metals Manufacturer Strategic Design.2.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Date 2007-2008 Type and Size of Engagement Release 11i Workflow Training and Assistance.5. tuning. ReImplementation of 3 EBS instances. Functional and Technical Lead 2009Present Special Metals Corporation United Kingdom.5. WA Power Generation and Brokering Project Management. Functional and Technical Lead 2008 Avista Utilities Spokane. 2-8 resources. Upgrade to 11.2 Rapid Migration Daily Business Intelligence Implementation 6 resources. LLC. NY Higher Education Remote Applications DBA for production and test instances Copyright 2010 Solution Beacon. Project Management. patching. 1-3 resources. upgrade duration 8 months Release 11. 6 months Global Assessment and Design Phase. ongoing support Name American Tower Corporation Location Boston.
providing expert. and higher education institutions. LLC. we have proven ourselves as a trusted advisor to MCCCD. 7. AZ Location Chandler. Lastly. Page 17 of 133 Prepared for MCCCD . real world guidance on Oracle solutions. Explain why you feel your company should be awarded the contract. Nor are we involved in or currently under formal investigations or informal inquiries from any federal or state regulatory agency. C. staff augmentation. Copyright 2010 Solution Beacon. Representative clients have been chose to demonstrate varying types of engagements including finite projects (upgrades. Products or Services Available A. private and public sector accounts. Apps DBA staff augmentation. in addition to effectively assisting organizations in a staff augmentation capacity. training.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Date 2005-2009 Type and Size of Engagement Workflow Training. Technical Assessment. in our previous dealings with MCCCD. varying duration Name City of Chandler. production support. RDBMS and BI solutions. Solution Beacon resources are some of most senior Oracle E-Business Suite specialists in the industry. All Rights Reserved. and cover EBS.3. prosecution. implementations). AZ Type of Institution Municipality Solution Beacon Role Trainer. Solution Beacon has not been the subject of any criminal investigation. or conviction for any reason. We have proven to be adept at solving complex business and organizational issues across many industries. 1-3 resource. Technical Lead A sampling of Solution Beacon‟s work has been listed as a complete list would be exhaustive. Solution Beacon‟s reference list is a testament to our ability to manage projects large and small. Additional examples can be provided upon request.
resources. and overall scope of the team‟s efforts. functional configuration. Effective project management is facilitated by the creation of a Project Management Organization (PMO) composed of a Steering Committee. Our leadership is well equipped to assist with organizational. and testing are integral to most every Solution Beacon engagement Our methodology lends itself to application implementations. Solution Beacon. LLC. Confirm or qualify your ability to provide each element of Section 5 "Scope of Work. Open communication and change control address issues before they snowball into major problems.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 B. testing. but it keeps the project on track meeting milestone deadlines. Many clients retain Solution Beacon for post go-live support due to our in-depth knowledge and experience. Application Implementation. Page 18 of 133 Prepared for MCCCD . upgrade. Our effort is to minimize these where possible through effective planning. We find our clients conduct their business operations in a dynamic business environment and when changes do occur we will document them to adjust timing. joint project management from MCCCD and Solution Beacon. and collaborative execution teams with clearly defined roles and responsibilities. implementation. assessment. All Rights Reserved. and strategic decision making. Each client‟s application footprint is unique and Solution Beacon‟s expertise in multiple industries sets high standards for application design. These complex dynamic projects require a sophisticated level of communication and dedication from all levels of the organization and from the consulting partner. and upgrades. Open communication throughout the project not only helps the cohesiveness between MCCCD‟s and Solution Beacon‟s teams.” Service Summary of Qualifications Past successes are built on a tested project management and implementation methodology. Solution Beacon‟s project management approach is geared for a realistic implementation environment where it is expected that there will be deviations from the original project specification. IT. reimplementations. training. The PMO supports the project oversight to ensure that this level of communication is maintained. and production go-live. and optimization engagements range from short term efforts to multiyear international projects with multiple dependencies. Solution Beacon has worked with clients in many different vertical markets with various design solutions. Effective project planning sets a clear design and path for the project. Project Leadership Application Implementation Copyright 2010 Solution Beacon. Regular meetings of the PMO keep all stakeholders informed of progress and allow for quick resolution should issues arise. build.
Testing is conducted using MCCCD specific business scenarios. All discrepancies are logged. NA Remote Support Services: Functional and technical support Focused knowledge transfer Remote DBA support Oracle instance hosting Solution Beacon has a repeatable methodology that includes testing. and deployment objectives are finalized.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Service Summary of Qualifications Solution Beacon will look at the current architecture to identify and recommend/design an architecture that will minimize complexity and provide the most manageable and maintainable environment.g. interfaces and customization in preparation for CRP2. categorized and prioritized for remediation. Priorities have been set and MCCCD agreement is secured so they may be included into integration testing for the next conference room pilot. LLC. simplify the system footprint. workflow. provide for equal or greater performance than the current platform. Page 19 of 133 Prepared for MCCCD . This includes addressing platform architecture needs (e. It is the first testing cycle that contains client specific configurations of the system. Through this testing cycle. Hardware and Database Configuration Software Development Related Products Testing Copyright 2010 Solution Beacon. End-to-end testing is conducted by tracking business activities through a complete business cycle. undocumented enhancements will typically be discovered and training opportunities will be exposed. position MCCCD for an off-site disaster recovery site) without an increase in Oracle maintenance support costs. position MCCCD for Release 12. This is also discussed in our response to Item D about technical resources following this table. converted data will be included here as well as all available custom objects. All Rights Reserved. The project team will design test scenarios or use templates that replicate the business processes used by MCCCD. configuration. based upon the requirements gathered in the Discovery phase. Conference Room Pilot 1 – CRP1 is focused on non-integrated testing (testing within individual business processes rather than across all business processes). Conference Room Pilot 2 – CRP2 consists of integrated testing of the system configurations across MCCCD business flows. The end result of CRP1 is the validation and updating of requirements. Final Solution Design – At this stage all approved design. If conversions are part of the project scope. as well as user confidence that the system will meet their needs and that they are now ready to proceed with final solution design.. Technical resources will begin work on conversions.
This CRP validates the solution and prepares the project team for the final phase. NA Documentation Training Reporting Directory Integration Portal Enterprise Management Copyright 2010 Solution Beacon.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Service Summary of Qualifications reports. The representative resources selected demonstrate this background. financial consolidation. The reference customers selected demonstrate this expertise. Training schedules will be finalized and published for attendees. LLC. Solution Beacon is dedicated to this personal training and mentoring culture so that our clients are well equipped to support their system at the conclusion of the project. which shall include the use of material from the Solution Beacon Toolkit. Page 20 of 133 Prepared for MCCCD . This initial training will focus on trainers and User Acceptance (UAT) test participants. This will be accomplished through workshops as part of design. and enterprise business intelligence solutions. and during the side-by-side team effort as individuals work together to complete common objectives. through development of test scripts and testing during conference room pilots. Solution Beacon consultants will mentor the MCCCD team throughout a given project. All discrepancies are logged. categorized and prioritized for remediation prior to user acceptance. Solution Beacon has an extensive background in the creation of data warehouse solutions. processes for review control. Train the Trainer and End User training. and archiving as the project progresses. Each phase of the implementation from project initialization to post go-live support includes many deliverables that are housed and managed in a central project repository. The most critical training is the Train the Trainer training. additional examples are available upon request. All Rights Reserved. Written training materials including labs and presentation materials will be developed by MCCCD‟s assigned Trainers (BPOs) with the assistance of Solution Beacon staff. As noted with the chosen references. Solution Beacon provides two types of more formalized training. and interfaces. The repository provides draft documents. These individuals become the “knowledge leaders” that will assist the overall MCCCD user communities in their understanding of the applications and how best to leverage them for their needs. Documentation is a key component of the Solution Beacon Lighthouse implementation methodology. The project team will have made changes to test scenarios based on decisions from previous tests.
conversions. profile options. Technical resources can also cover the following areas as needed: Production system work in areas such as patch levels. profile options. interfaces. hands on experience can be a challenge during the initial 24 months of the new release. testing. LLC. personalizations. reports. Most of the Solution Beacon management and consulting team members have implemented and upgraded Oracle since the initial versions of the early 1990‟s. Solution Beacon installed the Release 12 Vision Instance on its public site. Release 12 Expertise: Solution Beacon began working with Release 12 even before it was released and there are few firms that are more experienced with R12: We continuously conduct multiple teaching seminars on Release 12 upgrades.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 C. system configurations. the Solution Beacon management team allocated a pool of resources internally to focus solely on installation. and development of training material specific to Release 12. networks and connectivity recommendations Security controls and compliance with Oracle and Solution Beacon security recommendations. locating resources with real world. testing. the Copyright 2010 Solution Beacon. Questionnaire Completed D. Solution Beacon‟s technical resources cover all areas of WRICEP elements. They are capable of analysis. As an initial step. critical patch updates and other observations that are noted as related to security. desktop configuration recommendations. server and architecture recommendations. scheduled purge activities Workflow set-up. and troubleshooting Hardware including performance. configuration. All Rights Reserved. extensions. reimplementation and implementation We authored the definitive book on Release 12 We host the Oracle Release 12 Vision Instance on the Solution Beacon Website accessed by thousands of Oracle users worldwide We have worked with many clients on a variety of R12 projects We specialize in helping clients understand R12 functional and technical changes Our full time consultants include recognized Oracle Release 12 experts As with any new release of the Oracle ERP. including password policies. working with MCCCD to test that WRICEP elements are working when they are tested in a conference room pilot. With Release 12 in January 2007. Page 21 of 133 Prepared for MCCCD . system settings. creating a customization plan for an upgrade. Database optimization E. Describe your technological resources and how they can be used in support of the services you can provide. backup and disaster recovery recommendations. and troubleshooting as needed. workflow.
1. Upgrade Customization Reduction with Forms and OA Framework Personalizations R11i/R12 R12 Payments . RUP6 and R12 Workflow Performance Tuning in Release 12 Page 22 of 133 Prepared for MCCCD Copyright 2010 Solution Beacon. Your Options! Simplifying the R12 Decision for Steering Committees Planning for Release 12 R12 Best Practices for Financials o Part I .Data Structures Transitioning from Account Generators to the R12 Subledger Accounting Engine What's New in Workflow: 11i RUP5. this served as an excellent test case “sand box” environment.000 registered users across all instances.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 only Oracle EBS public Vision instance available in the world (http://www.Subledger Accounting and the General Ledger R12 Tackling the Question of Reimplementation vs. . The resulting data and content was then compiled into a series of nineteen distinct webinars presented during the spring and summer of 2007.ABCs of Workflow .Intermediate Rapid Migrations to Release 12. What it does and How to use it Tech Foundation .Wave of the Future R12 CRM .Service Execution Maximize Efficiency of Oracle E-Business Suite Release 11i/12 through Diagnostics R12 Multi-Org Access Control (MOAC) OBIEE .solutionbeacon.eCommerce Orders R12 E-Business Tax Engine R12 Java Infrastructure R12 Security Recommendations Subledger Accounting Engine: What it is. LLC.Subledgers and Centralized Processing o Part II . Our Webinar expertise continues to grow and includes: Your Company. PO and HR R12 Focus on Supply Chain Management R12 Oracle Projects New Features R12 Technical Introduction R12 Technical Introduction .Implementer's insight into its Deployment and Best Practices R12 Accounting Setup Manager 101 R12 CRM .com/tool_vision.1 Competitive Optimization Acquisition Integration R12/11i R12 Function and Data Security . All Rights Reserved.UMX and Role Based Access Control BPEL .Content Management R12 CRM .htm). With approximately 40.The Centralization of Payment Processing R12 Procure-to-Pay Process Flow R12 Professional Buyer's Work Center Reporting and Business Intelligence options/roadmap for Oracle EBS Customers Workflow Troubleshooting in Release 12 BI Publisher Quick Start Guide R12/11i Oracle Approvals Management (AME) Case Studies for AP.
A Release 12 Primer – Shining a Light on the Release 12 World. Upgrade The following is a list of Solution Beacon‟s Release 12 experience to date: General Dynamics C4 Systems Page 23 of 133 Copyright 2010 Solution Beacon. but also disperse this knowledge to our broader consultant team on an ongoing basis. testing of the new release. cost.. We have also conducted extensive customization analysis in relation to the Release 12 forms/reports upgrades and the inherent table changes in the new release. Re-implementation. i. with an understanding of phasing of modules.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 BI Publisher and FSG for Beginners Fusion Applications . business benefits. Solution Beacon‟s extensive research. Solution Beacon published the book.e. and subsequent ASCP Advanced Supply Chain Planning implemented in a way that minimizes the cost of ASCP which is the follow-on project o Define priorities for implementation with phasing as appropriate to budget constraints o Analysis across the enterprise of strategic goals. The end result of our internal Release 12 team‟s efforts is that they not only serve as our ongoing Release 12 subject matter experts. and the below mentioned hands-on engagements make our organization one of the most experienced Release 12 integrators in the Oracle EBS marketplace.A Functional Perspective Fusion Architecture . and ROI recommendations Implementation. supply chain. functionality. Solution Beacon is very flexible in how it works with clients on R12 projects. best practices. and implementations. processes. o Provide timeline. The following are examples of the types of engagements we offer for R12 upgrades. re-implementations. LLC.A Technical Perspective In October 2007. All Rights Reserved. and the alignment of R12 to best meet business needs and bring consistency across the business. Prepared for MCCCD . Assessments o Strategic business needs mapped to R12 including Return-on-Investment o Functional and technical o Gap analysis of current release to R12 o R12 mentoring and training o Business Process Re-engineering to improve processes and leverage R12 capabilities o Upgrade readiness o Customization Reduction – analysis of WRICEP elements for reduction and enhancement Global Design o Identify the ideal system for the company o Provide an IT roadmap that is the least expensive and fastest way to implement.
LLC.R11.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 o Upgrade Recommendation Assessment o Release 12 Upgrade SDI Media Services o Release 12 global design o New Release 12 implementation in process Vocollect . Order Management.Release 12 test upgrade/proof of concept Copyright 2010 Solution Beacon. Page 24 of 133 Prepared for MCCCD .Release 12 Upgrade Readiness Assessment BMC Software Release 12 upgrade Skidmore College .R12 Enhancements to Quoting. All Rights Reserved. Configurator and Advanced Pricing requirements Vocollect .R12 Customer master cleanup project Diamond Resorts – R12 HRMS Dartmouth College – Upgrade Assessment and Business Benefits R12 Cisco Systems – Technical support for Release 12 HRMS Zenith Insurance – Functional support for Release 12 upgrade Andrew Peller – Release 12 on 11g database test installation Wolverine – R12 Health Check L3 Communications .03 to R12 Upgrade Hazelden – R12 CRP0 on Financials product family Zenith – R12 AP training CGG Veritas – R12 Financials Setup Training CGG Veritas – YE Payroll Close Oversight for R12 Severstal – R12 AP Training McGraw-Hill .
Solution Beacon will be happy to provide travel inclusive rates. city of origination. Page 25 of 133 Prepared for MCCCD . but the next page must be completed. Based upon a specific scope. Pricing Schedule Type of Service Project Manager Functional Resource Technical/ Programming Resource Database Resource Tuning Resource End User Training Resource Products: Please Include description of products. and both license and Annual Maintenance costs Hourly Rate 150+ hours $175 $160 $150 $150 $150 $150 Hourly Rate 450+ hours $165 $155 $145 $145 $145 $145 NA Hourly Rate 1000+ hours $160 $150 $140 $140 $140 $140 Solution Beacon has provided hourly rates not including expenses.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 8. You may submit a more detailed pricing schedule in lieu of the above as an attachment to this page. Once a specific need and timeline is defined. LLC. Copyright 2010 Solution Beacon. All Rights Reserved. etc. we can more easily estimate travel costs based upon timing. signed and included with your proposal.
STATE.06. Signature Page Pursuant to Arizona Revised Statutes 35-391. WA 98133____________________________ TELEPHONE _206-366-6606_____________________________________ FAX NUMBER __206-374-8159___________________________________ E-MAIL _____mweiss@solutionbeacon. and when were they reinstated: Has your firm or its parent or subsidiaries ever been debarred or suspended from providing any goods or services to the Federal Government or other public entities? No If yes. proposer certifies that it does not have a scrutinized business operation in either Sudan or Iran. Page 26 of 133 Prepared for MCCCD . ZIP _Seattle. when.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 9. LLC____________________________ ADDRESS _14419 Greenwood Avenue North. when.393. All Rights Reserved. and when were they reinstated: Copyright 2010 Solution Beacon. Operations________________________________________ COMPANY ____Solution Beacon. answer the following: (a) Where incorporated:__MN____________________________________________ (b) Date incorporated:____01/17/2001______________________________________ (c) Have your Articles ever been suspended or revoked? ( ) Yes (X) No If yes. for what reason. Suite 332_______________ CITY. for what reason.com__________________________ Is your firm a: (X) Corporation* ( ) Partnership ( ) Individual ( ) Joint Venture * If a corporation.06 & 35. LLC. SIGNATURE _________________________________________________ PRINTED NAME ____Mary Lou Weiss____________________________ TITLE __VP.
Payables. 12 Hands on experience in General Ledger. WinRunner. Reports 2. Applimation Integra Codebase (Change Manager). Purchasing. System Administration. managing complex dispersed organizations.6. reverses poor financial performance. growth–oriented leadership that boosts profitability. and empowering teams to achieve remarkable goals. Skills Summary Applications: Oracle Applications Releases 10 through 12. XML/BI Publisher. HTML Certifications: Certified by Logical Apps to implement the AppsRules product and train AppsRules users Publications: The Release 12 Primer. 10. Mercury LoadRunner. The ABCs of Workflow for Oracle EBusiness Release 11i and Release 12 Prepared for MCCCD Copyright 2010 Solution Beacon. Order To Cash.1 – Procure To Pay. Visio Applications: Oracle Applications Releases 9. RDBMS: Oracle Versions 7. Management experience in manufacturing.5/2. communicating vision. Distribution. and developing staff for advancement. Sitescope Monitoring. Custom financial. Applimation Integra Apps (Setup Reporter).X/6i/10g. Payroll. Purchasing. 9i. Goetz has strong executive leadership competencies in all areas of the organization. SQL*Plus. Pick Oracle Tools: Forms 4.1. leading high–performing teams. Page 27 of 133 . PL/SQL. regional and national conferences (OAUG/OOW/IOUG/ODTUG) on both functional and technical topics and has co-authored two books: The ABCs of Workflow for E-Business Suite Release 11i and Release 12 and The Release 12 Primer – Shining a Light on the Release 12 World. Record To Report Other Tools: Microsoft Project. Manufacturing (Pick Database). Fixed Assets. Susan has led and participated in numerous assessments in a multitude of commercial and government industries providing recommendations and solutions driven to meet the needs of clients. Susan‟s expertise spans all releases of Oracle and she is well recognized in the industry as a Release 12 technical expert. GELCO Travel Manager. Public Sector Financials. 8i. SQL*Loader. Workflow Builder 2. Susan Behn Susan has over 26 years experience working with Information technology which includes Oracle applications since 1993. Susan has successfully led numerous full cycle global ERP implementations/reimplementations. Effective in building relationships. Ringmaster. and drives progress for high– growth companies. Full Resumes follow Summary. iProcurement. OBIEE. Forms and OA Framework personalizations Other Tools: Toad. upgrades and rapid migrations. Unidata. Susan presents frequently at local. TestDirector.X/6i/10g. Projects Suite. Approvals Management (AME). LLC. 10g. Shining a Light on the Release 12 World. talent for identifying strategy. developing tactical plans. Manufacturing. MS Office.Oracle/PeopleSoft Consulting and Services Maricopa Community Colleges District Enterprise Related March 2010 Appendix A – Resumes Summary of Representative Resumes. Alert. Cash Management. Workflow. 11i. Service Project Leadership Representative Summary of Qualifications Resource Goetz Schmitz Bottom–line oriented with an 19–year proven record of focused. Business Objects Languages: UNIX Shell Programming. supply chain and CRM applications. All Rights Reserved.
Skills Summary Applications: Oracle ERP Applications R12 – General Ledger. Purchasing. She also has multiple R11i implementations completed and one R12 implementation of the Oracle Financial Applications. Page 28 of 133 Prepared for MCCCD . Accounts Receivables. Payables. Business Intelligence. AME and e-Business Tax Business Rules. Accounts Receivables.Oracle/PeopleSoft Consulting and Services Maricopa Community Colleges District Enterprise Related March 2010 Service Applications Representative Resource Financials/ Public Sector: Jacqueline Camphor Summary of Qualifications Jacqueline has over 10 years experience with Project Plan Development and Management. iProcurement. AME. iProcurement. 8 years as an IT Manager in the automotive industry and 13 years as a system implementation project manager and lead consultant. Workflow. Inventory. eAM. She has multiple full life cycle implementations in Project Management and Team lead roles. eBusiness Tax. AME. 11i – General Ledger. e-Business Tax. Accounts Receivable. Applications R12. Sub-Ledger Accounting. Accounts Receivable. Business Intelligence. Sub-Ledger Accounting. Procurement and Strategic Ledger. Inventory. Fixed Assets. Cash Management. LLC. Fixed Assets. Platinum SQL Financials: General Ledger. OPM BOM. Purchasing. Discrete Bills of Materials.5 Financials: Accounts Receivable and Billing. General Ledger. Fixed Assets. Payables. including Purchasing. PeopleSoft 7. Projects and eAM. SharePoint. eAM. She has over twenty years of experience working with business and technical personnel in implementation of ERP systems. Fixed Assets. Billing. Software Analysis and Fit Assessment. e-Business Tax. Training and System Application Support. Copyright 2010 Solution Beacon. Fixed Assets. Cash Management and Advanced Allocations Applications: Applications R11i. Accounts Receivable Other: Lawson 7. 8 years as an independent consultant. Accounts Payable. Data Conversion. Quality Assurance and Testing. OPM Inventory. Diana‟s career focus and expertise has been in implementation of the Financial applications tightly integrated with the P2P Oracle applications. Diana has strong expertise in use of SDLC and AIM methodologies. She has 5 years with Deloitte & Touche. Purchasing. Accounts Payable. Accounts Payable. Inventory.8 Business Insight: General Ledger. iProcurement. MicroSoft Suite of products including Visio. Remedy Databases (RDMS Database Versions7/8/8i/9i Applications Financials: Diana Rumelhart Diana has 13 years of full life cycle project management implementation experience as an Oracle Application implementer. AME Tools Business Intelligence. General Ledger.0. Business Requirement Identification. All Rights Reserved. Systems Integration and Interfacing. Inventory.
conversion. Application System Administration. He has over 19 years of finance and accounting experience to compliment his Oracle Applications experience. MS Project. Internet Procurement.6 Databases: Oracle 7. 8.6 to currently R12 where he has completed full life cycle upgrade and implementation projects. General Ledger. GL. 9i. Payables. Grants Management. Grants/Public Michael has been implementing the Oracle Applications since Sector/Projects: 1993.x.7. He is very flexible with changing conditions during a project and is very capable in leading and managing combined client/consultant project teams. System Design. and training for the functional aspects of Oracle Moscatello Applications implementations and upgrades. He also has experience with the design and development of custom applications and interfaces between Oracle applications and 3rd party software applications. Strategy and Design Facilitation. Page 29 of 133 Prepared for MCCCD . Brian‟s Oracle Applications experience has spanned from 10. LLC. FA.7/11i/12 – Projects. solutions design. process engineering. open interfaces and building data warehouses for products such as BRIO and COGNOS. PowerPoint Other: Business Process Analysis. Process Improvement Assessment. Skills Summary Oracle Apps: Oracle Projects (Costing. HR) Release R12. Management and Resource Management). Assets. Data loader Applications:Oracle E–Business Suite Releases 10. Excel. AR. 10g Query Tools: Oracle Discoverer. requirements analysis. design. Inventory.x. PowerPoint. Receivables. He has been implementing & Upgrading Oracle Project Costing and Billing since 1995. Project Management Copyright 2010 Solution Beacon. Internet Expenses. TOAD Other Software: Visio. Purchasing. All Rights Reserved. Oracle Financials (AP. 11 and 10. Word. Michael planning. His skills include analysis. Workflow. PO. setup. Excel. Internet Time Tools:Microsoft Word.Oracle/PeopleSoft Consulting and Services Maricopa Community Colleges District Enterprise Related March 2010 Service Applications Applications Representative Summary of Qualifications Resource Grants/Public Brian is a certified Oracle Projects and Grants implementer with Sector/Projects: over 12 years of Applications experience specializing in the Brian Kent Oracle Project Accounting and Oracle financials. setup. test scripts and training documents among other deliverables. gap analysis. He has excellent communication skills and proven leadership qualities. 10. 11i. Brian is fully conversant with several implementation methodologies and has performed as-is analysis. Billing. His technical skills include knowledge of Oracle base table structure.
Gwen has extensive experience in Oracle application versions 10.0 HR/FIN project. Financial Analyzer. and provided general ERP consulting expertise. Betty is a Certified Oracle HR/Student HCM Implementation Champion and a . Financial Analyzer.5. MS Office Suite. She has Betty Sanfilipo served as Project Manager for In-sourcing PeopleSoft 9.Oracle/PeopleSoft Consulting and Services Maricopa Community Colleges District Enterprise Related March 2010 Service Applications Applications Representative Summary of Qualifications Resource Procure to Pay: Gwen has spent the last 15+ years spent implementing. Page 30 of 133 Prepared for MCCCD . gap and process analysis . Gwen Walker designing and re-engineering business solutions using Oracle Applications and has led numerous Oracle Apps implementations and upgrades. HR. Payables.5 to 9. custom specifications and mapped (conversion. Cash Management.9. ADE. She has provided application consulting. Project Costing. She has years of hands on experience in implementation of Oracle applications at client sites. Discoverer and BI. Payroll & Benefits Administration Other: Crystal reports. MS Project. Purchasing. General Ledger.5 to R12 with a focus on ERP systems with specialized knowledge of the functional architecture of Oracle Financials and HRMS products. worked as a Functional HR Analyst for Fortune 500 PeopleSoft upgrade from 7. Assets. test scripts and testing direction.5. Self Service HR Applications: PeopleSoft7. application configuration design and setups. ADI. PeopleSoft With nearly 10 years experience. Standard and Advance Benefits. Payroll. Skills Summary Applications: Oracle ERP Applications Releases 10. Visio Copyright 2010 Solution Beacon. Oracle Basic. CRPs (conference room pilots).5 thru 11i (R11. custom report definition for programmers. Certified Oracle Administration: Student Administration Implementation Champion. interface. Tar management. data conversion mapping. Career Management and Recruitment. Receivables and System Administration. Gwen has also designed and developed financial reports using FSG.0 implementation project. As a senior Oracle Functional Consultant. She has extensive experience in the evaluation of new functionality of PeopleSoft as well as encompassing internal processes to ensure that workflow processes are efficient.10) – Human Resources. iProcurement. LLC. Developed finance process training material and delivered key as well as end user training. chart of accounts and key data design and managing the overall implementation project to assure client satisfaction.0 and served as Functional lead for state agency to assess PeopleSoft 9. All Rights Reserved. Asset Management. Financial Statement Generator. Time and Labor. HRMS.0. custom modes and testing).
He has demonstrated ability to build a strong corporate culture grounded in quality metrics with teams that deliver sustainable operating results. PeopleCode. 11. General Ledger. He is a successful project manager that can coordinate cross-functional teams. Net Fusion. EPM and CRM. Application Server. Supply Chain. Retirement. Cobol.x. Tree Manager. Crystal Reports. Benefits H&W. Benefits Tools: PeopleRools 4x – 8. Netbios) Database (RDMS): Oracle 7. Payroll/Payroll Interface. availability and security Skills Summary PeopleSoft HR Admin. Dynamic Server Other: Visual Basic 3. SQL Server 6. LLC.HRMS Applications: Accounts Payable. Cube Manager. AIX. Sequent. 5.49. deep architecture design and support experience in PeopleSoft applications including. 7.x. Linux. Human Resources. 10.2005. Weblogics. SCO. DataMover. 4.x. Asset Management. Payroll.x 8. He has conducted multiple PeopleSoft implementations and upgrades in a lead architecture role and has expertise in technical architecture aspects of ERP design around performance.x.92. Application Messaging Hardware/OS: UNIX (HPUX. Application Reviewer. Accounts Payable. SQLBase 4. 10g. SQR/SQL. Application Engine. Page 31 of 133 Prepared for MCCCD . Banyan Vines). Import Manager.4. both on-shore and off-shore. Mass Change.Oracle/PeopleSoft Consulting and Services Maricopa Community Colleges District Enterprise Related March 2010 Service Applications Applications Representative Summary of Qualifications Resource PeopleSoft Timothy is a HRIS professional with 18 years of experience HR/HCM: implementing database applications to improve business Timothy Wight processes and enable data-based decision making. Process Scheduler. Apache. Compensation. Payroll. Object/Security Administrator. Expenses. He is a very effective people manager that is able to match workers‟ strengths with appropriate roles. to achieve a common goal. Accounts Receivable.). HRO Call Center. and interpersonal skills honed in a multi-cultural environment. Tandem TACL.92. 4. PSQuery. NetBUI. Office Suite Copyright 2010 Solution Beacon. HRIT. Solaris. EDI Manager.12. Sybase 4. but not limited to. Timothy is a proven relationship manager with experience developing effective SLAs and client/vendor trust in a shared services and environment. Lorne has over fifteen years consulting. Informix 4Se.0 & 95/98. Sun. NOS (Novell 3. He is a skilled data analyst and is able to present complex concepts in a simplified way. Tuxedo. General Ledger. Asset Management and Expenses. Purchasing. NVision.0. Leave Admin. 11. Jolt/Jrad.Online.51.x.5/7. Networks (IP. All Rights Reserved. Windows NT 3. His key strengths include business development finesse coupled with astute operational and financial management. Human Resources. PeopleSoft Lorne has hands-on manager with entrepreneurial passion and HR/HCM: Lorne energy tempered with the discipline and experience gained Kaufmann from domestic and international senior executive roles in the information services business.. 9i.
All Rights Reserved. Copyright 2010 Solution Beacon. Additional examples can be provided based upon request or a defined scope/duration.Oracle/PeopleSoft Consulting and Services Maricopa Community Colleges District Enterprise Related March 2010 Service Portal Enterprise Management Representative Summary of Qualifications Resource Somu Same as above Kopparthy N/A N/A Skills Summary Same as above N/A Please note. they comprise a small subset of resources available. names listed above are specific to the modules in use or under consideration by MCCCD. LLC. Page 36 of 133 Prepared for MCCCD .
Maricopa Community Colleges District March 2010
RESUME OF BETTY SANFILIPO: PEOPLESOFT HR/STUDENT ADMINISTRATION
TECHNICAL SUMMARY Applications: PeopleSoft7.5- 9.0, Project Costing, Time and Labor, Asset Management, HR, Payroll & Benefits Administration Other: Crystal reports, MS Project, MS Office Suite, Visio
PROFESSIONAL OVERVIEW With nearly 10 years experience, Betty is a Certified Oracle HCM Implementation Champion and a , Certified Oracle Student Administration Implementation Champion. She has served as Project Manager for In-sourcing PeopleSoft 9.0 HR/FIN project, worked as a Functional HR Analyst for Fortune 500 PeopleSoft upgrade from 7.5 to 9.0 and served as Functional lead for state agency to assess PeopleSoft 9.0 implementation project. She has extensive experience in the evaluation of new functionality of PeopleSoft as well as encompassing internal processes to ensure that workflow processes are efficient EXPERIENCE Solution Beacon, LLC – Seattle, WA Position: Senior Consultant Assists on IT projects. Kaufman Consulting Solutions (KCS) Position: Senior Solution Center Consultant Functional Lead for various PeopleSoft projects.
02/2010 – Present
03/2008 – Present
Media General, Inc. 01/2001 – 03/2008 Position: HRMS Security Administrator/Business Analyst Project Manager and Lead Analyst PeopleSoft novice – Security setup/maintenance Administer security related changes due to new hires or job changes Conducted quarterly SOX audits of all PeopleSoft HR users and their access Performed routine audits and reviews of system utilization ensuring the data is maintained in accordance with established procedures Led Analyst on Payroll, Benefits, HR and Tax issues within PeopleSoft 8.8 Managed projects for Vendor Interface files (ADP Payroll taxes, Cigna, Prudential, Fidelity) Project Manager - GL interface from PeopleSoft HR to PeopleSoft FIS Project Manager - eDevelopment (2008) and Enterprise Learning Module (2007) implementation Project lead on quarterly tax updates/bundles/patches for PeopleSoft Prepared and published end user training information, training aids and tutorials for PeopleSoft processes (new hires, benefits, payroll, year end tax filing, eLearning, security) Conducted end user and query training classes for HR, Benefit and Payroll users Led Corporate Payroll Dept through year end (w2 and w2-c) processes Resolved end user production issues through efficient customer service Evaluated functionality of upgrades (2005 version 8.8 and current 2009 upgrade to 8.9) Assessed the length, priority, complexity and resources required to complete projects Media General, Inc. Position: Project Coordinator Project Manager and Implementation
Copyright 2010 Solution Beacon, LLC. All Rights Reserved. Page 37 of 133
01/1998 – 01/2001
Prepared for MCCCD
Maricopa Community Colleges District March 2010
Implemented Simplex Time & Attendance System for Media General, Inc. Compile rules for 7 operating units using Simplex Time & Attendance. Liaison between Simplex and MG Operating Units. Defined, tested and implemented interface between Simplex and PeopleSoft (2008 still being used even though vendor is now Kronos) Facilitated train for each operating unit (both HR and Supervisors) Managed operating unit‟s complaints/issues/problem with Simplex. Liaison between Payroll Department and Operating Units Authority for the Payroll Department in PeopleSoft Query and Crystal Corporate Trainer for all Payroll Coordinator positions at operating units Project Manager - Purchasing Card project (credit cards that limit the stores an employee can make purchases) Conducted Document Retention reviews at Operating Units
Media General, Inc. 08/1995 – 01/1998 Position: Payroll Specialist Implementation and processing of payroll Integral part of implementation of PeopleSoft 5.0 Process payrolls for MG Executive, Fairfax Cable, Fredericksburg Cable, MEGA Advertising, GSP Mill & Salary, MG Biweekly, MG Managers, B&D, MG Comm., NES, MG News and Beacon Press Balance payrolls on a per pay period, monthly, quarterly and yearly basis Learned existing payroll system (Collier-Jackson) without formal training Self taught for new payroll software package (PeopleSoft 5.0) to include query/crystal reports Created Crystal report Semi-monthly timesheet (still utilized in current system) Act as liaison between Operating Units and Corporate office Supervise employee for Accounts Payable Verify all A/P checks that are written for Operating Unit - VNI Broudy-Kantor, Inc. 08/1994 – 08/1995 Position: Personnel Coordinator Processing of payroll. Processed payroll for approximately 100 employees using Ceridian payroll software package Interviewed, hired and trained all new employees Maintained training materials (including ABC Laws) for all available positions Updated and enforced policy and procedure manual (ABC rules and regulations in Va.) Maintained relations between employees and managers Maintained all benefits for employees Paytime, Inc. 06/1994 – 01/1998 Position: Payroll Specialist Processing payroll part - time Processed payrolls for approximately 50 companies (average 10 employees) Set-up all new companies and all employee history Reviewed and completed all payroll taxes on a quarterly basis Researched all tax problems (late filing, overpayment, underpayment, FIN# missing, duplicate tax payment)
Copyright 2010 Solution Beacon, LLC. All Rights Reserved.
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Prepared for MCCCD
Maricopa Community Colleges District March 2010
RESUME OF BRIAN KENT: ORACLE GRANTS/PUBLIC SECTOR/PROJECTS
TECHNICAL SUMMARY Oracle Apps: Oracle Projects (Costing, Billing, Management and Resource Management), Grants Management, Oracle Financials (AP, AR, GL, PO, FA, HR) Release R12, 11i, 11 and 10.7, 10.6 Databases: Query Tools: Other Software: Oracle 7.x, 8.x, 9i, 10g Oracle Discoverer, TOAD Visio, MS Project, Word, Excel, PowerPoint, Data loader
PROFILE SUMMARY Brian is a certified Oracle Projects and Grants implementer with over 12 years of Applications experience specializing in the Oracle Project Accounting and Oracle financials. He has over 19 years of finance and accounting experience to compliment his Oracle Applications experience. Brian‟s Oracle Applications experience has spanned from 10.6 to currently R12 where he has completed full life cycle upgrade and implementation projects. He is very flexible with changing conditions during a project and is very capable in leading and managing combined client/consultant project teams. Brian is fully conversant with several implementation methodologies and has performed as-is analysis, gap analysis, requirements analysis, solutions design, process engineering, setup, test scripts and training documents among other deliverables. He has excellent communication skills and proven leadership qualities. EXPERIENCE Solution Beacon, LLC, Seattle, WA
07/2009 – Present
SM&A, Newport Beach, CA 05/2006 – 09/2008 Position: Oracle Projects Lead / Integration Manager Oracle PA, PJR and PM Hired to stabilize an implementation that was in jeopardy of going live successfully Successfully developed and completed all integration and user acceptance tests of Oracle Projects with all financial applications. Redesigned the Autoaccounting rules to better report on Operational expenses from Projects to GL. Redesigned the custom Projects billing invoice, with client specific requirements. Reengineer the Project approval process with a uniform WBS structure for project lifecycle. Trained Project Managers on complete Projects, Project Management and Project Resources application including all business processes. Successfully supported PA, PJR, PM, GL, AP, PO, AR, iExpense, OTL and FA post go live. Successfully integrated three separate company acquisitions. Analyzed the R12 Implementation verses upgrade. Completed a gap fit analysis for an R12 upgrade with new (SLA) and (TCA) architecture. Successfully upgraded PA suit to patch set M rollup 4 with all R12 functionality Administrative Office of the Courts, San Francisco, CA 03/2006 – 04/2006 Position: Project Manager Oracle Upgrade from 11.5.7 to 11.5.10 Oracle Upgrade from 11.5.7 to 11.5.10; Oracle iProcurement Implementation and Project assessment Successfully managed implementation team through the upgrade from 11.5.7 to 11.5.10, with the implementation of iProcurement for the Office of the Courts
Copyright 2010 Solution Beacon, LLC. All Rights Reserved. Page 39 of 133
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2 to 11. FL 01/2006 – 03/2006 Position: Projects and Grants Subject Matter Expert Oracle Financials/Grant Implementation Assisted the client with the definition of a Project as it relates to Grants Accounting and designed a framework to categorize projects for Polk County Defined Autoaccounting rules for grants and capital project. Los Angeles. Produces functional design solutions for customized processes such as group supervisor. Naval Facilities Acquisition Command. status. Gap Fit and complete Set up documents Designed functional strategies to convert legacy project information into the grant application for reporting purposes Reengineered the custom AP and PA interface to fixed assets Performed complete set-up.9 Produced weekly activity reporting on items such as: TAR‟s. CA Client: United Navy Copyright 2010 Solution Beacon. weekly and monthly status meetings. Bartow. The project was completed on schedule and under budget Polk County.5. Performed complete gap analysis and performed process reengineering if applicable during upgrade cycles. CA 05/2004 – 11/2006 Position: Project Manager. testing and instance validation for upgrade from 10. system and integration testing with the oracle suit as well as custom applications Developed and assisted the financial team in streamlining several accounting processes as well as the monthly financial close Provided post “go live” Production support Jet Propulsion Laboratory (JPL)/NASA. issue log. PA. Requirement Gathering. LLC. Team liaison working with GL. AP.9 Performed complete set-up.7 to 11. resources.5. Developed the flow diagram depicting the CIP process with FASB 34 and 35 requirements. CA 11/2000 – 05/2004 Position: Projects Lead/Process Design Oracle Project Accounting Upgrades and process support R11.5 to 11. Performed production support Oracle Corporation. from the creation of a capital project to the transfer to Fixed Assets Metropolitan Water District.5. Pasadena. issue resolution as well as weekly status reporting to CFO and Operational VP‟s Served as the Projects lead working with the team of engineers and project managers to develop a successful implementation solution that also met the requirement of the financial team Performed complete project implementation deliverables including Current State document. issue resolution and percent complete updates. PO as a liaison between functional end users and Technical team members. testing and instance validation for the Projects module Developed custom test scripts and conducted several rounds of unit. RSA Research Support Award and JIT and P-Card extract controls. All Rights Reserved. Performed Project management activities.9 Oracle Grants Accounting Implementation R11. budget and resource planning. Projects Lead Oracle Grants Accounting Implementation R11.9 On site project Manager in charge of schedule.5. Page 40 of 133 01/2000 – 10/2000 Prepared for MCCCD .5.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Developed complete financial test scripts for user acceptance testing of the upgrade.5. Future State Document. patches applied and percent complete.
Fee Assessment.0. LLC. Tax flag. Portland.3 Managed a team of four Oracle consultants (Functional and Technical) and twelve naval functional Users in a successful implementation of Oracle Project Accounting including an interface to the Navy's legacy system FIS 2. Page 41 of 133 Prepared for MCCCD .0. Requirement Gathering. project schedule update and resource planning Oracle Corporation.AP.3 Conducted Project Accounting assessment for future implementation Created an initial requirements and gap analysis Successfully set up the Projects Application to facilitate all the NAVFAC required business processes Demonstrated all business requirement in a conference pilot. Future State. OR 10/1998 – 01/1999 Client: IPALCO (Indiana Power and Light Company). Gap fit analysis. Budget Calculation) Trained Landors Application Super User on functional set-up and use Developed complete test scripts to test the Integration with the full suite of Oracle Financials (GL. PSI.AR. which was then voted and approved by all division of NAVFAC Oracle Corporation.PA and extensions) and assisted end users during integration testing Oracle Utility Practice Development. Tested Project extension (Time Card Extract. San Francisco. monthly videoconference with project sponsors in Washington DC. MA Position: Projects Lead Set-up and tested the Oracle Project Accounting application with utility specific extension Supported Oracle‟s Utility clients with solutions and patches Wrote and executed test scripts relating to new utility functionality Beta site for Oracle Project Accounting system for utility industry Oracle Corporation 09/1998 – 01/1999 Client: Matrix One Position: Projects Lead Joint venture between Oracle and Matrix One Helped in development of software that combined Oracle Project Accounting with Matrix 1‟s object Copyright 2010 Solution Beacon.PO.0 Created process flows to utilize the Activity Management Gateway ("AMG") interface to Microsoft Project ("Project Connect") and Primavera (P3/Peak) Performed Projects management activities. All Rights Reserved.2 Successfully lead and set-up the roll out of the Project application on schedule Competed all implementation documentation including: Current State.0. as well as set up documentation.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Position: Projects Lead Oracle Project Accounting and HR Implementation R11. Boston Electric. weekly status meetings. Naval Facilities Acquisition Command. IN. CA 08/1999 – 09/1999 Client: United Navy Position: Projects Lead Oracle Project Accounting R11. CA 10/1999 – 12/1999 Internal Projects Position: Projects Lead Worked on internal project to document all of the instances within the Oracle vision database Oracle Corporation. CA 02/1999 – 08/1999 Client: Landor Associates Position: Projects Lead Oracle Project Accounting R11.
Page 42 of 133 Prepared for MCCCD . Villanova University. Economics and Accounting. 2003 CERTIFICATIONS/TRAINING Certified Oracle Application Implementation Specialist (OPC) Oracle On Demand Implementation Champion Oracle Customer Satisfaction Training Oracle Projects Costing Oracle Project Billing DBI Daily Business Intelligence Oracle Projects Advanced Topics Oracle Grants Oracle Labor Distribution Oracle System Administration Defining Flexfields AIM 2. Louis to the Los Angeles office Developed a standardized budgeting spreadsheet.0 Intro to SQL Project Manufacturing Copyright 2010 Solution Beacon. LLC. 1998 Master Certificate in Applied Project Management. streamlining the budget and reconciliation process Worked on the cost burdening calculation to aid in the burden schedule for Project Accounting EDUCATION Bachelor of Arts. project costing and client billing using Oracle Projects Member of team that successfully transferred the project billing function from St. All Rights Reserved.0 & 3. Claremont McKenna College.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 database for the auto industry Created mapping documentation which allowed the matrix One Object database interface into a Project WBS (Work Breakdown Structure) Maritz 08/1996 – 08/1998 Position: Projects Lead Oracle Project Accounting Application Developed a project staffing forecast reducing department overhead by 15% annually Directed three-person staff in Oracle projects accounting.
Fixed Assets. General Ledger. AME. EXPERIENCE Solution Beacon. etc. 8 years as an independent consultant. document image scanning. Cash Management implementation. OPM BOM. e-Business Tax. WA Position: Project Manager Assists in various Oracle projects 01/2010 – Present Schnitzer Steel Industries 07/2009 – 11/2009 Position: Oracle Shared Services Transition Manager Manage the transition of the Oracle Payables activities and business processes to a Corporate Shared Services Payables environment in support of the Procure to Pay processes Direct multiple sub-projects in support of the transition. She has over twenty years of experience working with business and technical personnel in implementation of ERP systems. Remedy Databases (RDMS Database Versions7/8/8i/9i PROFESSIONAL OVERVIEW Diana has 13 years of full life cycle project management implementation experience as an Oracle Application implementer. Purchasing. Accounts Receivables. iProcurement. Diana‟s career focus and expertise has been in implementation of the Financial applications tightly integrated with the P2P Oracle applications. workforce reduction. Inventory. Fixed Assets. development of a Service Level Agreement between the Business Unit and Shared Services and development of AP metrics and custom reports Schnitzer Steel Industries 07/2007 – 04/2009 Position: Oracle Business Project Manager Business Project Manager for an Oracle Release 12 upgrade of the General Ledger. Purchasing. Inventory. 2008 Copyright 2010 Solution Beacon. PowerTrack (Freight and Utilities) implementation. Accounts Receivables. iProcurement. Discrete Bills of Materials. Cash Management and Payables applications Responsible for the upgrade completed in June.e. training on new business processes. Business Intelligence. e-Tax. Purchasing. Payables. Applications R12. She also has multiple R11i implementations completed and one R12 implementation of the Oracle Financial Applications. i. Projects and eAM. All Rights Reserved. 2008 followed by a deployment of the Oracle Release 12 EAM. including Purchasing. SharePoint. 8 years as an IT Manager in the automotive industry and 13 years as a system implementation project manager and lead consultant. Fixed Assets. Sub-Ledger Accounting. Inventory. iProcurement. Diana has strong expertise in use of SDLC and AIM methodologies. and Costing applications in September. Procure to Pay process improvements. Responsibilities include managing the Payables department during the transition that is scheduled over a 4 month period. Inventory. AME and e-Business Tax Business Rules. She has multiple full life cycle implementations in Project Management and Team lead roles. e-Business Tax. iProcurement. OPM Inventory. General Ledger. Workflow. Payables. LLC. Sub-Ledger Accounting. She has 5 years with Deloitte & Touche.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 RESUME OF DIANA RUMELHART: ORACLE FINANCIALS TECHNICAL SUMMARY Applications: Applications R11i. Business Intelligence. AME Tools Business Intelligence. AME. LLC – Seattle. eAM. MicroSoft Suite of products including Visio. e-Business Tax. Accounts Receivables. Page 43 of 133 Prepared for MCCCD . eAM.
LLC. testing. Inventory.6 and Oracle Process MFG Bechtel 09/2000 – 06/2001 Position: Oracle Functional Application P2P Specialist Procurement Track Lead for the Implementation and Deployment Strategy Development preparing for a global implementation of Release 11i Oracle Applications PF Net 04/2000 – 08/2000 Position: Oracle Project Manager Project Implementation Manager for a Fiber Network Implementing the Oracle Suite of Financials and Purchasing applications. All Rights Reserved. Payables. reducing aging. and implementing reporting metrics Implemented high speed scanning with partial use of OCR to automatically name files and store them on a shared drive Alcoa 01/2002 – 07/2007 Position: Oracle Procure to Pay Lead Application Specialist Implemented R11. Release 11. iSupplier.0000 invoices per month Responsible for reducing the number of paper invoices processed by introducing summarized invoices and electronic invoices uploads. design solutions and implement Manage open Oracle issues leading key business resources in prioritization and resolution. Project Accounting.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Managed 60 business resources assigned across North America in the design. Purchasing. Inventory and eAM policies and procedures Communicated policies and procedures to the business community Project Manager for a Procure to Pay Process Improvement project in support of building a Payables Shared Services environment processing over 20. iProcurement.5. Payables. Page 44 of 133 Prepared for MCCCD .03 E-Trade Position: Oracle Lead Functional Application Specialist 10/1999 – 02/2000 Copyright 2010 Solution Beacon. and Inventory applications integrated with Advanced Supply Chain Planning and the OPM modules Specialized in design and configuration of Inventory Org structures for raw materials Successfully implemented at 14 locations across the North America continent (USA and Canada) and 1 location in Iceland Project Management Lead for an implementation of Oracle 11i (11. training and deployment phases of the project at over 90 locations As business project manager she worked closely with the Information Technology project manager throughout the implementation Worked with a core team of business resources (Key Decision Makers) to prioritize issues and work through business sign off of resolutions Managed the documentation and sign off of over 90 design decisions and impact statements written to document and communicate key decisions made regarding system design and new business processes Identify opportunities for Procure to Pay business process improvement. Document Procurement.10 Financial and Supply Chain Planning modules integrated with OPM modules across North America (USA and Canada) Primarily responsible for the Purchasing. and reducing the number of holds produced from exceptions between Payables and Purchasing. and iProcurement for 6 major locations (14 satellite locations) across the North America continent Lead of the Procurement process for a business unit within Alcoa implementing Oracle Purchasing Release 11.7) General Ledger.5.5.
Fixed Assets (Release 10.7) Cincinnati Gas & Electric 1996 – 1997 Position: Oracle Lead Functional Consultant Implementation Team member for Oracle Accounts Payable. Purchasing and Inventory modules Facilitated the Oracle Applications configuration in preparation for a CRP (Conference Room Pilot). (Release 10.03) in support of the acquisition of e-business companies (GL.7) Implementation Team Leader for Oracle General Ledger.03) (GL.02 to 11. Page 45 of 133 1996 – 1996 Prepared for MCCCD . leadership. PO. All Rights Reserved. support and project management for the testing phase of the implementation. Accounts Payable and Purchasing. (Release 10.7) PacBell 1997 – 1998 Position: Oracle Lead Functional Consultant Oracle Financial Implementation Lead Integration Consultant for an Oracle Financials implementation. (Release 10. AP. Providing analysis. AP. (Release 10. FA) Deloitte Consulting 01/1999 – 10/1999 Position: Senior Consultant Assisted in Business Development Responsible for business development of mid market clients. PA.7) Provided project management and leadership for a team of client personnel in consolidation and conversion of the companies reporting needs in Accounts Payable. INV) Purchasing Module lead for a multi-org installation of the Oracle Financials.7) Great Northern Annuities 1997 – 1997 Position: Oracle Lead Functional Consultant Business Process Re-Design Implementation Team member for the Business Process Re-Design Phase of an implementation of Oracle Purchasing. providing scoping and planning documents for proposed projects AirTouch Communications 1998 – 1999 Position: Oracle Lead Funstionsl P2P Specialist Integration and Functional Unit Testing lead Responsible for a multi-org Tele-Communications installation of the Oracle Financials and Distribution (Release 11.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Provided project management assistance and functional expertise Responsible for an e-business client in upgrading from Oracle Financials Release 11. Projects.7) Lead Configuration Coordinator for the FastTrack Methodology Configuration Phase of an Oracle Financials Implementation.03 Project Manager and lead application specialist for an e-business client implementing the Oracle Financials (release 11.7) Lead consultant for the implementation of the multiple organization functionality across Oracle Financial Applications. Accounts Payable. Responsible for integration of the following Oracle application modules: General Ledger. training and problem resolution. Purchasing and Inventory Provided project management. FA. functional and technical support in conversion of a gas company‟s 10 different site item masters to the Oracle Inventory module VideoJet Copyright 2010 Solution Beacon. (Release 10. (Release 10. LLC.
RECOGNITION/CERTIFICATIONS Project Management Institute Continuous Quality Improvement Total Quality Leadership. Page 46 of 133 Prepared for MCCCD .Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Position: Oracle Lead Functional Consultant Performed strategic analysis and research Determine the most efficient operating environment for running the Oracle suite of tools and database applications Allied Signal Automotive 1989 . Led a cross-functional team in debugging and implementing on-site Assisted in design and development of a physical inventory data collection system. debugging and implementation of a Shop Floor Data Collection System (using Oracle database and tools) to accomplish lot traceability of an automotive end product Developed audit procedures and tools for maintaining the data integrity of a Shop Floor Data Collection System Provided project management and assisted in design and development of an interface from the data collection system to the company wide business systems. Trained the trainers in administration of the new training program Formed and managed an Information Systems department at a startup MFG facility Designed and managed implementation of a 250 user personal computer network and a 200 user barcode terminal network Managed a group of information systems.1995 Position: Information Technology Manager Led an implementation of QAD MFGPRO General Ledger. Speed. All Rights Reserved. Accounts Payable and Purchasing applications from BPR of business processes through to implementation in a production environment Developed training materials and curriculum for resource and labor personnel in use of a Shop Floor data collection system. Developed and administrated the yearly budget for a MFG facilities Information Systems Department. Management TQL II Performance and Review Process Dupont Safety Corporate Leadership Copyright 2010 Solution Beacon. Led a crossfunctional team in debugging and implementing on-site Provided project management. LLC. development. Team Coaching Skills. design and development of a Human Resource tracking system that interfaced to the existing time and attendance system. and cross-functional personnel in design.
Supported post production issues Qualcomm. Folders. and BI Publisher. Page 48 of 133 09/2004 – 03/2005 Prepared for MCCCD . Create Business Areas. Folders. implemented Discoverer reports/workbooks for RMA aging. warranty. Created EUL. Design and Develop custom views using Noetix Views. Service Contracts Panhandle Eastern Pipeline Company. Worked with DAC. and design in migrating Discoverer reports to OBIEE Led the team in identifying custom reporting requirements. BI Answers. LLC. CA 08/2007 – 03/2008 Position: OBIEE Consultant/Developer Worked with core technical team in developing OBIEE POC. Analysis. AR modules Sunlife Financials. NY 09/2006 – 03/2007 Position: Oracle Reporting/Discoverer Consultant Led the Enterprise Reporting group in migrating Custom Discoverer Reports from version 3i to Discoverer 10g. and Workbooks. and several Workbooks as per the HIPPA and new Security requirements. Trained users of various privileges. GL. in implementing GL. Designed and developed several views for the reports development. Train technical users in development and management of Discoverer 10g PCA. Interacted with Business Users for reports consistency. and then migrated from DEV to PROD environments. migrating to various instances for testing and Production. and designed. Delano. CA 03/2006 – 09/2006 Position: Reporting Lead Architected a Project Plan for the upgrade of Discoverer 4i to 10g. Install Base. Migrated Discoverer Objects to various instances and rebuild some of the existing workbooks for better performance and management.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Qualcomm. OE. etc in OM. and usage VNSNY. All Rights Reserved. MA Position: Discoverer Lead Copyright 2010 Solution Beacon. AP. Did the analysis. Upgraded from Oracle Discoverer 4. Analyzed and redesigned security and access for the Oracle Discoverer reports in Datawarehouse and Oracle Applications environment for BOM. Folders from Noetix/Custom Views. developed. TX 04/2007 – 07/2007 Position: Oracle Discoverer Consultant Upgraded Oracle Financials reports from Discoverer 4i to Discoverer 10g. Workbooks as per the User/BPA requirements worldwide. and XML Publisher reports for a unique farming industry requirement. Discoverer Architecture. and raised TARs or Customization tickets for both Technical and Functional issues. and OM Modules in BI Apps. Migrated Oracle Reports to XML Publisher using System Administrator/Application Developer responsibilities in EBS and Concurrent manager ALCOA. CA 04/2005 – 10/2005 Position: Discoverer Lead Led a team for redesigning and redevelop. Coordinated with the Client‟s IT Team in resolving several Oracle Applications implementation issues. Houston. Simi Valley. Re–designed and re–developed Business Areas. Canada/Boston. Inventory. CA 11/2005 – 03/2006 Position: Reporting Architect Led a team for designing and developing Oracle Discoverer Workbooks. INV. Business Areas.x to Oracle Discoverer 10g.
Design and Development of Discoverer Reports for GL. Folders. Tampa. Integrate Discoverer workbooks in Oracle Portal. and Reports using Discoverer 9i for OLAP reporting. Train Technical and Non–Technical staff on Oracle Discoverer MAXIMUS (California Govt. Business Areas.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Led the team in BIS implementation design EUL for custom Discoverer reports development. Folders. and Workbooks in the EUL. Developed workbook development standards Citibank (Citigroup). Created Discoverer templates in both Table and Cross–Tab layouts to enable users to develop reports from scratch. Chicago. Developed. IL 09/2001 – 03/2002 Position: Team Lead Lead the Self Service team for custom development of SSHR and Workflow. CA 08/2003 – 09/2004 Position: Discoverer Team Lead Involved in the analysis. Developed security standards in the usage of Discoverer. Discoverer training material and trained End Users (Non–Technical) in a classroom environment in the usage of Discoverer Plus for the development of adhoc reports. Los Angeles. Trained end users at various sites for reports development using Discoverer Plus. Business Areas. NJ Position: Applications Technical Consultant 01/2001 – 09/2001 Copyright 2010 Solution Beacon. Project – Healthy Families). Migrated Discoverer objects from one instance to the other instance. Purchasing etc. and write HR Interfaces The custom modules include Vacancy. using Discoverer 4i. Invoice Distributions. FL 03/2002 – 12/2002 Position: Discoverer Team Lead Lead the reporting team for Analysis. etc. Page 49 of 133 Prepared for MCCCD . Comparison. Developed several workbooks and views as per the requirements. Termination. LLC. Assignment changes. This was a global implementation. and in the process of analyzing the latest version of Discoverer for compatibility and performance. Summary. Sacramento. CA 01/2003 – 07/2003 Position: Discoverer Team Lead Worked with ETL/Datawarehouse team using OWB in a DSS – Datawarehouse/OLAP environment. Created business specific. Promotion. Folders. for the export of Discoverer Objects to other instances. Promotion. Piscataway. Developed Business Areas. Various reports (workbooks) were developed for Detail. Interacted with users in taking the Business Rules for datawarehouse and reports development. design and develop Discoverer EUL. Developed. Developed Graphs as per the requirements LAUSD. Hiring. Year End Processing for Position Control Hiring. Termination and Assignment changes as per the Government (City of Chicago) business rules has been developed/customized including Workflow process Workflow capabilities that would allow the Office to define and manage positions and vacancies Rutgers University. Various 6i Reports also have been developed for AP and PO. in both Oracle Apps – OLTP and Custom datawarehouse – OLAP environment. Developed migration scripts for migrating Discoverer objects from one instance to the other. Discoverer export scripts. Calculated Items. Cost Center Transactions. EDW reports have been designed as per the customer requirements City of Chicago. All Rights Reserved. Migrated from Discoverer 9i to Discoverer 10g. AP and PO modules in Applications and Datawarehouse environment.
Page 50 of 133 Prepared for MCCCD . MD70. Designed and developed Reports (Administrator. design and development of SSHR. development. PA. documentation. Oracle Workflow.) documents for gap analysis. Purchase Requisition and Check Request workflows to go through Funds Checking Created estimations for other workflow customizations include AP. All Rights Reserved. Grants. following the AIM documentation Designed and developed the Benefits.0. View…) using Discoverer 4i and Reports 6i for PO. Address. TODOs. debug and remediate an application that consisted of 750 forms and 230 reports for a financial institution. flat–files. Update and Cancel member and dependents Customized Registration User Interface was developed using HR APIs Completed Workflow setups Reviewed. Payroll. GL. Opportunities. My Home and Find. Integration Testing. track and fix bugs in various instances using AIM 3. LPL Financial Services. Woodland Hills. CA 04/2000 – 12/2000 Position: Team Lead/Testing Lead Implementation of Oracle Apps Release 11i. Discoverer 4i and Reports 6i for HR. Payroll etc. OAB. Notification Queue. Payroll. and developed Workflow process to Add. HR. Performance testing. for Approval and Processing Planned and led the testing team for business and process testing with heavy documentation to trace. scheduling and load balancing. AP. Claims. LLC. Billing approval processes and advanced queue using Oracle Workflow and its APIs Designed and developed custom Self Service application (Person. and delivery schedule of Workflows. and SSHR bug fixes and releases Completed project planning and scheduling for HR. Develop Delivery Strategy Interacted with Development Team (HQ) for OAB. data mapping. Contacts. MD50. customize. Benefits. HR. Expenses and Procurement) Worked with Self Service Expenses. etc. Denver. EUL) using Discoverer 3i Designed and Developed custom Registration for Benefits/Enrollment Worked with some of the HR Interface packages Worked on the AIM (deliverable – BR40. Reports (Discoverer).Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Involved in the estimations. etc. HRMS with OAB (Oracle Advanced Benefits). prioritizing. etc. Budgets. Used Oracle Designer for Data Modeling and Reverse Engineered the OAB and iBPP for the customizations Oracle Sales Online / Oracle Field Sales – CRM. CO 07/1999 – 04/2000 Position: Team Member Involved in the upgrading/multi–lingual development/conversion of Oracle Field Sales – CRM 3i product including Customers.). CA 02/1999 – 06/1999 Position: Team Member Involved in a team to upgrade. Case Approval Process (Workflow). PA. San Diego. and Oracle Discoverer 3i reports customization for Enrollment. Copyright 2010 Solution Beacon. etc. Health Net. SSHR and iProcurement approval process including reference to Approval Groups and Approval Assignments Developed custom forms for SSHR and iProcurement Designed and developed custom reports (Administrator. etc. Wrote some of the test scripts. iBPP and SSHR Did the analysis. Contacts. Payment. Self Service Applications (HR. Customized Self Service Expenses. Did the System Testing. EUL (end user layers). SSHR and Workflow Maintained Source using MS–VSS for code. Billing.
A. Further developed SQL queries in SQL*Plus 3.3. and is the main reference for the industry Used Designer 2000 for database design.1 to Developer 2000 (Forms 4. (Impresa – MRO).Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Upgraded SQL*Forms and Reports 1. Future options. designed. Developed of stored procedures for handling transaction intensive processes and generation of reports in Sybase–11. KS 07/1996 – 12/1996 Position: Programmer/Analyst Designed and developed a Production Management System for a machinery manufacturing company in Client–Server environment using Oracle Version 7. Structural Repair and Maintenance. Sullivan.A.A. BOM. Storage Obligations. engines.3 to retrieve distinct rows for the issue of new bank cards and helping the company maintain the data consistency in Oracle server and mainframes. Work Orders.1 database and Windows 95 as the operating system.5 and Reports 2. Library/Book Keeping. The complexity of the system lies in the maintenance of centralized data through replication in a 150 site distributed database environment DataWorks Inc. third–party manufacturers of airframes. Minneapolis. Sullivan. Maintained and reported on–line positions of Cash. MN 07/1998 – 12/1998 Position: Team Member A small talk windows–based application that automates Cargill's grain trading and forwarding activities. linked to marketing department to implement better marketing strategies for debit cards and credit cards G. Purchase Orders. on–hand inventory. KS 05/1997 – 01/1998 Position: Team Member Designed and created forms and reports in Developer 2000 for the Bank card department Used Oracle Discoverer 3. Wrote code for business rules to maintain data integrity by means of Triggers and Function strings. Ownership and Payment status.0 to create reports for data validation in Client/Server database – Oracle Version 7. LLC. Code modifications to maintain transaction scopes. Grain Quantity.5) and converted to character mode to run on VMS/VAX. KS 01/1997 – 04/1997 Position: Team Member Designed and developed time sheet application using Visual Basic 5. Created forms menus and database to enhance the usability of the application G. Copyright 2010 Solution Beacon. Materials. and form Layout design. Usage of table counts for queries involving large number of tables. Analyzed the library/book keeping which follows the FAA regulations. All Rights Reserved. Sullivan. Overland Park. Minneapolis. Overland Park. Used UNRAVEL 2000 for Y2K compliance and testing Cargill Inc. Overland Park.9. MN 02/1998 – 06/1998 Position: Team Member Analyzed. Worked with several modules including Inventory..0 and MS Access used to gather and save associates time sheet information on a daily basis. conversion was done on the client side and later transferred to Alpha VMS. developed and upgraded forms and reports for a client–server (MRO) software solution provider concentrating in Aerospace and Defense Industry. and components. Commerce Bank – G. WIP. Page 51 of 133 Prepared for MCCCD .
5 Certificate in Computer Programming – Univ. NIIT – Hyderabad. and navigational functionality in Forms. Louis. All Rights Reserved. Customized screens were developed using Forms 4.0 and Forms 3.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Created several database triggers. and insert data into tables. India 10/1994 – 06/1996 Position: Team Member Designed and developed a Hospital Information Management System using Oracle Version 7. and packages to encode various business rules. calculation. update. Created form procedures and functions to handle validation. (1999) Trained and experienced in upgrading/conversion of Forms 3. achieving total integration among related departments in the organization. EDUCATION AND TRAINING Oracle Portal 3.0 (1999) Y2K Remediation Methods and Tools – Oracle Corp. LLC. MCS. St.x training for Building Corporate Portal and Portlets(2001) Java programming language (2000) Oracle Configurator (2000) Oracle Financials – General Ledger Rel. of MO. India (1993) Copyright 2010 Solution Beacon. 11.0 to Forms 4. Page 52 of 133 Prepared for MCCCD .5 to query. ICMI – Hyderabad. stored procedures. India (1993) Diploma in Computer Applications. MO (1996) Honors Diploma in Computer Systems Management.0.
Inc. MS Office. Washington 03/2007 – Present Position: Vice President of Delivery Managed a team of 12 consultants to implement an Oracle (new sale) Release 12.8 to Release 11. Order To Cash.10. Driving changes in consultants‟ training directives for Release 12 and coordinating Release 12 Accelerators implementations and certifications Managed an Oracle Release 11.1 – Procure To Pay. Manufacturing. Effective in building relationships. and resource plans for business solutions engagements. LLC. and developing staff for advancement.1. and industry–specific experts in order to build new vertical market solutions Coordinating organizational activities to grow Oracle Release 12 awareness and training at tactical and strategic levels. talent for identifying strategy. All Rights Reserved. The scope of the project included the delivery of new functional and technical capabilities in preparation for an eventual upgrade to Release 12 Fujitsu Consulting / Rapidigm. OBIEE.2 upgrade project for a national telecommunication equipment provider. and empowering teams to achieve remarkable goals. budgets.5. Illinois 12/2005 – 03/2007 Position: Regional Practice Director Responsible for developing Internal practice management objectives and merger integration Created solution designs. project plans. Building strategic relationships with customers. Responsible for growing and managing the Oracle practice by driving sales and building an excellent team of consultants and practice managers. Managing the application services organizational structure to support and sustain an aggressive business model of delivering exceptional service to clients Create solution designs. Page 53 of 133 Prepared for MCCCD .1 global solution for a media and entertainment post-production client. and drives progress for high–growth companies. – Chicago. Served as project manager and solution architect for this new vertical market with a projects-based design including the latest Business Intelligence databases/software with a standard E-business suite solution supplemented by minimal customizations on a SOA backbone for some gaps.5. Projects Suite. growth–oriented leadership that boosts profitability. The upgrade included the coordination of a functional team and a technical team responsible for upgrading the Oracle database to 10g on a new IBM platform. Built strategic relationships with customers and software vendors Copyright 2010 Solution Beacon. Responsible for negotiating contracts and statements of work to enable client and consultant teams to begin successful projects. LLC – Seattle. managing complex dispersed organizations. software vendors. reverses poor financial performance. The implementation‟s goal was to create a single instance with process standardization for 41 legal entities in 24 countries. project plans. Record To Report Other Tools: Microsoft Project. Responsible for negotiating contracts and statements of work to enable client and consultant teams to begin successful projects.1. leading high– performing teams. Goetz has strong executive leadership competencies in all areas of the organization. communicating vision.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 RESUME OF GOETZ SCHMITZ: PROJECT LEADERSHIP TECHNICAL SUMMARY Applications: Oracle Applications Releases 10 through 12. Visio PROFESSIONAL OVERVIEW Bottom–line oriented with a 19–year proven record of focused. budgets. developing tactical plans. EXPERIENCE Solution Beacon. and resource plans for business solutions engagements.
5. and all functional deliverables through a CRP. Responsible for Statement Of Work and Change Orders Responsible for general project management for the implementation of Oracle Release 11. France and Spain ProSavvy. and the technical support teams Successfully implemented business process and software improvements during an Oracle ERP system upgrade for a major nuclear power component–manufacturing client. Reduced the workforce by 30% and decreased the monthly cash burn by 35% Raised capital in a $10 million private securities offering. Colorado 05/2000 – 08/2001 Position: Vice President of Finance Directed a strategic initiative as a member of the executive steering committee. Responsible for Statement Of Work and Change Orders Managed a project for the implementation of Oracle Release 11.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Performed project quality assurance and project audits on multiple projects and manage projects as needed on priority engagements. Inc. – Denver. Colorado 03/1999 – 05/2000 Position: Director of Financial Planning and Analysis Raised capital in a $145 million public securities offering on the NASDAQ exchange. Planned and executed a profit improvement plan which included a workforce reduction. Page 54 of 133 Prepared for MCCCD . Rallied team members to complete the implementation by improving project management and motivating end–user involvement in Germany.9 for an aluminum manufacturing and trading client. Created a project plan that would exceed client expectations of consulting team performance and meet a very difficult timeline. Designed efficiency improvements and ensured compliance with government regulations Revived and completed a stalled Oracle financial system implementation for a global automotive electronics manufacturer. Manage change request processes to build client value and clarify scope and expectations Position: Practice Manager 01/2002 – 12/2005 Managed the Oracle Release 11. Analyzed capital requirements and strategic direction to determine cost savings targets.5. Tracked and coordinated all implementation efforts including the creation of technical development objects. Inc. Represent Rapidigm/Fujitsu on project steering committees to validate project scope and drive strategic decisions Mentored and trained consultants and project managers as part of Rapidigm‟s ongoing development initiative Managed multiple consulting and client teams through project lifecycles. Created historic performance and future projections financial statements as part of the due diligence effort. After the initial public offering. Duties include the development of and adherence to a detailed project plan and coordinating the implementation team‟s activities. LLC. detailed a weekly budget and reported on actual vs. Responsible for the overall project management of a team consisting of functional and technical consultants and client personnel.10 implementation team for a major fuels distribution company. produced financial information for SEC filings and investor relations as part of the corporate communications team Copyright 2010 Solution Beacon. the instance and conversion strategies.9 at a major telecommunications provider. All Rights Reserved. Managed the Human Resources department and implemented change management directives across the organization. Initiated and performed due diligence on mergers and acquisitions Convergent Communications. UAT and Production cutover. Responsible for coordinating activities for the client team.5. Drafted a private placement memorandum in conjunction with investment banking efforts to raise capital through an equity placement. – Denver. budget variances. Working directly with the client‟s steering committee to report projects status and resolve functional and technical issues. the consulting team. Managed a team of analysts which created historic performance and future projections financial statements as part of the due diligence effort. Coordinated deliverables via a detailed project plan.
– Denver. Hired staff for office administration and sales support. Transferred software–specific and accounting best practices to client personnel through leading design sessions. Created a project work plan and assigned deliverables to the project team to ensure completion. Colorado 02/1995 – 03/1997 Position: Corporate Financial Analyst Reengineered company–wide operating budgeting and capital budgeting processes during a financial systems implementation initiative Consulted senior management on acquisitions and divestitures. Analyzed telecommunications products‟ profitability for executive review. Page 55 of 133 Prepared for MCCCD . Developed departmental budgets and forecasts.S. capital assets valuations. Automated reporting procedures for system conversion to Oracle EDUCATION Bachelor of Science. Provided analysis support for public offerings of debt and equity The Prudential Bank and Trust – Atlanta. designed processes and procedures to replace a legacy IBM system with Oracle financials on a client–server platform Facilitated financial system and procedures design sessions during an ERP implementation for a major telecommunications utility. including integration of acquisitions Directed startup activities for an office in a new market. Georgia 04/1997 – 03/1999 Position: Senior Consultant Led an Oracle General Ledger international implementation for a major insurance management software company. 1990 Various Oracle Certifications Center for Creative Leadership. Created sales forecasts and sales personnel incentive programs. staffing plans. Reduced the annual budget completion timeline by 30 days and generated instant online financial reports distributions. including closing the accounting month and generating consolidation reports Led a financial team during a system implementation for a ship–manufacturing U. Served on steering committee for the company‟s successful ERP implementation. Inc. Prepared board report. 2001 PMI Training LANGUAGE SKILLS English German Copyright 2010 Solution Beacon. All Rights Reserved. Supported all processes during go–live.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Created and managed new budgeting and forecasting models and processes that were utilized by managers representing 35 markets. including cash flow analyses. Project included integration issues with other Oracle applications and various legacy systems. and preparing documentation ICG Communications. and infrastructure implementation as part of a management team. government contractor. Developed divisional strategic budgets and long–term plans. Analyzed and implemented market penetration strategies. and fit–analyses. Analyzed market and consolidated financial data to report performance. Finance – University of Colorado. LLC. Performed internal audits of risk management and efficiencies. training users. Georgia 10/1990 – 11/1994 Position: Senior Staff Account Facilitated financial systems/software training for management and staff. Created project plans. Created pricing strategies and analyzed potential sales contracts for profitability Deloitte & Touche Consulting Group – Atlanta.
Copyright 2010 Solution Beacon. and provided general ERP consulting expertise. Page 56 of 133 Prepared for MCCCD . designing and re-engineering business solutions using Oracle Applications and has led numerous Oracle Apps implementations and upgrades. encompassing client requirements. FAH (Financial Accounting Hub).5. Gwen has also designed and developed financial reports using FSG. Oracle Basic. Materials and training included R12 Financials Overview. discovery.5 thru 11i (R11. Self Service HR PROFESSIONAL OVERVIEW Gwen has spent the last 15+ years spent implementing. Payables. iProcurement. gap and process analysis . Developed and created Release 12 user training documents and labs for Oracle R12 EBusiness Suite training. Tar management. HRMS. eBTax. test scripts and testing direction. Standard and Advance Benefits. Purchasing.5 to R12 with a focus on ERP systems with specialized knowledge of the functional architecture of Oracle Financials and HRMS products. Receivables. custom modes and testing). ADI. Multi-Org Access Model. design. including System Administration Extensively assisted with discovery and design of additional Oracle modules: eBTAX. Developed finance process training material and delivered key as well as end user training. data conversion mapping. Discoverer and BI. Subledger Accounting. General Ledger. EXPERIENCE Solution Beacon. General Ledger. Payables. setup. As a senior Oracle Functional Consultant. AGIS (Advanced Global Intercompany System). iProcurement. Financial Analyzer.Present Client: SDI Media Position: Functional Lead Global implementation (30 countries) of Oracle R12 Multi-Organization. iReceivables. LLC – Seattle. General Ledger. All Rights Reserved. Assets and Cash Management Provided consulting and implementation expertise to internal and external project team members. Payables. She has provided application consulting. application configuration design and setups. interface. custom specifications and mapped (conversion. ADE. LLC. Career Management and Recruitment. WA Position: Oracle Consultant 08/2009 . Purchasing. iExpenses. Financial Analyzer. CRPs (conference room pilots). documentation. Purchasing. Payroll. custom report definition for programmers. Projects. Receivables and System Administration. testing and end user training. chart of accounts and key data design and managing the overall implementation project to assure client satisfaction. Assets. Cash Management. Order Management and Inventory Independent Consultant 06/2007 – 07/2009 Client: Computer Science Corporation Position: Trainer Trained internal CSC consultants on Oracle R12 EBusiness modules. analysis. She has years of hands on experience in implementation of Oracle applications at client sites. Report Manager. Financial Statement Generator. Gwen has extensive experience in Oracle application versions 10.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 RESUME OF GWEN WALKER: ORACLE PROCURE TO PAY FUNCTIONAL SUMMARY Applications: Oracle ERP Applications Releases 10. Assets.10) – Human Resources.
Assets. iExpenses. Assets. testing and training of all implemented Oracle applications.5. France and additional sites in EMEA region Extensively involved and assisted with design. Germany. Belgium. iProcurement. Order Management and Inventory modules Client: Travelport Position: Project Lead Global implementation of Oracle R12 Multi-Organization. o Provided consulting and implementation expertise to internal and external project team members. Payables (including 170 MarkView integration). (Financial Statement Generator) and ADI (Application Desktop Integrator) Lead and supervised upgrade implementation of Oracle General Ledger. WA 07/2006 – 06/2007 Client: Leap Wireless Position: Financials Lead Project #1 – Setup of a new organization including Multi–Organization. Assets. analysis. All Rights Reserved. (Financial Statement Generator) and ADI (Application Desktop Integrator) Client and Web Client: Gaylord Hotels and Resorts Position: Financials Lead Upgrade implementation of Oracle Release 11.2 including Multi-Organization. United Kingdom.5. encompassing client requirements. Assets and Cash Management Project #2 . Purchasing.2 implementation Training Guides developed for General Ledger. Human Resources. Cash Management and Discoverer. Cash Management. Cash Management.10. including System Administration Client: Arbonne International Position: Financials Lead Project #1 . General Ledger. General Ledger.2 Provided consulting and implementation expertise to internal and external project team members. FSGs.5. module training. documentation and module training.7 to Release 11. as well as Production support for all financial modules Client: First American Position: Trainer Developed Oracle (Custom) User Guides and Instructor Led Training documents for new Oracle Applications Release 11. Property Management. LLC – Seattle. Payables. Assets.9 to Release 11. analysis. Receivables. setup. Project Costing and System Administration setups Project #2 – Upgrade implementation from Oracle Release 115. Cash Management. Order Management. Netherlands. General Ledger.5. Cash Management.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Receivables. LLC. Receivables. Receivables. Receivables and Cash Management.10.2. Page 57 of 133 1995 – 06/2006 Prepared for MCCCD . iProcurement. iProcurement.10. Receivables and Cash Management Trained entire company end users on their respective modules Solution Beacon.Setup of a new German organization in Oracle 11. Assets. System Administration.10. o Led and supervised upgrade implementation of Oracle General Ledger. Payables. Purchasing. encompassing client requirements.Trouble shot errors and reconciliation issues of General Ledger. Purchasing and System Administration Independent Consultant Client: Lowe Enterprises Copyright 2010 Solution Beacon. Setup and implementation of Oracle modules for US. Receivables. Spain. documentation. FSGs.5. Receivables. Payables. Purchasing. Advanced Collections.
as well as assisting Order Entry Client: Texas Women’s University Position: Trainer Oracle Financials Release 11i functional training for General Ledger. FSGs. Page 58 of 133 Prepared for MCCCD . setup. Purchasing. Assets. encompassing client requirements. setup. (Financial Statement Generator) and ADI (Application Desktop Integrator) Lead and supervised implementation of Oracle General Ledger. Assets. superuser and end user module training Lead and supervised implementation of Oracle Core Human Resources including Self Service. encompassing client requirements. design.10) Provided consulting and implementation expertise to internal and external project team members. (Financial Statement Generator) and ADI (Application Desktop Integrator) Lead and supervised implementation of Oracle General Ledger. documentation. module training. gap analysis.5.10) Provided consulting and implementation expertise to internal project team members. gap analysis. design. encompassing client requirements. gap analysis. Assets. Cash Management. LLC.5. Receivables. design. gap analysis. Receivables. interface to Ceridian Benefits and ADP Payroll Client: Salter Labs Position: Projects Lead Full life cycle implementation of Oracle Release 11i (R11. documentation. setup.5. module training. design. gap analysis. Receivables. Position: Project Manager Full life cycle implementation of Oracle Release 11i Provided consulting and implementation expertise to internal and external project team members. setup. Cash Management.5. Oracle On Demand implementation Client: Point 360 Position: Projects Lead Full life cycle implementation of Oracle Release 11i (R11.9) Provided consulting and implementation expertise to internal and external project team members. FSGs. Inc. Receivables and System Administration Incorporated firm‟s Sarbanes Oxley processes into Oracle Tutor Assisted technical resource with conversion and interface requirements and specifications. documentation. design. setup. Payables. documentation. encompassing client requirements. module training Lead and supervised implementation of Oracle General. encompassing client requirements. All Rights Reserved. and Inventory Assisted technical resource with conversion and interface requirements and specifications Copyright 2010 Solution Beacon. documentation. System Administration. Payables.10) Provided consulting and implementation expertise to internal and external project team members. (Financial Statement Generator) and ADI (Application Desktop Integrator) Lead and supervised implementation of Oracle General Ledger. Payables. Assets and Cash Management Client: Ixia Position: Projects Lead Full life cycle international implementation of Oracle Release 11i (R11. module training. System Administration. FSGs. Cash Management.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Position: Financials Lead Full life cycle implementation of Oracle Release 11i (R11. Receivables and System Administration Client: FormFactor.
System Administration. documentation.9) Provided consulting and implementation expertise to internal and external project team members. ADE and end user training Lead and supervised implementation of Oracle General Ledger. Copyright 2010 Solution Beacon. Career Management and Recruitment Client: Deloitte Consulting Position: Trainer ACCO – Oracle Financials and HRMS Release 11i training Upgrade training from Oracle Applications Release 10. System Security. setup. Assets. Receivables. encompassing client requirements. Cash Management. All Rights Reserved. implementation to Go Live from start to finish in five months Client: Chugai Pharma USA. FSGs. (Financial Statement Generator) and ADI (Application Desktop Integrator) Lead and supervised implementation of Oracle General Ledger. Payables.5. encompassing design. Projects. gap analysis. Page 59 of 133 Prepared for MCCCD .5. Remediation Support. Action Plan Development. System Administration. Configuration and Integrity Assessments. Purchasing. setup. Dayton and The Netherlands Client: Ernst & Young Position: Project Team Member Continuum Health Systems – System Setup. documentation. LLC & Chugai USA. Payroll and Human Resources including Oracle Basic. (Financial Statement Generator) ADI (Application Desktop Integrator). Receivables. setup.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Client: Glendale Community College Position: Projects Finance Lead Full life cycle implementation of Oracle Release 11i (R11. Standard and Advance Benefits.8) Provided consulting and implementation expertise to internal project team members. Change Control. Payables. client requirements. Career Management and Recruitment Single consultant for all modules.5. Controls. encompassing project management. FSGs. Assets.9 sites included Sunnyvale. design. module training. Purchasing. Payroll and Human Resources. LLC. Cash Management.9) Provided consulting and implementation expertise to internal and external project team members. Security and Audit Review of HRMS implementation Sarbanes–Oxley Assessments. Purchasing. System Administration. module training.5. Risk Assessment.5. (Financial Statement Generator) ADI (Application Desktop Integrator).7 to 11i Client: DePauw University Position: Functional Project Manager and Lead Full life cycle implementation of Oracle Release 11i (R11. FSGs. gap analysis. General Controls and Computer Application Assessments and Business Continuity Planning Assessments Client: Sasco Position: Project Manager Full life cycle implementation of Oracle Release 11i (R11. ADE and end user training Lead and supervised implementation of Oracle General Ledger. design. Inc. Assets. Payables. and iProcurement Client: Deloitte Consulting Position: Project Lead Trimble Navigation – Global Upgrade Oracle Applications Release 11. module training.5 to Release 11.
Maricopa Community Colleges District March 2010
Position: Project Manager and Lead Full life cycle implementation of Oracle Release 11i (R11.5.7 and 9iDB) Provided consulting and implementation expertise to internal and external project team members, encompassing client requirements, gap analysis, design, setup, documentation, superuser and end user module training, FSGs, (Financial Statement Generator) ADI (Application Desktop Integrator) and end user training Lead and supervised implementation of Oracle General Ledger, Payables, Assets, Receivables, Purchasing, Financial Analyzer, and Human Resources including Oracle Standard Benefits and Self Service HR, Career Management and Recruitment Client: On Semi Conductors, Inc. Position: Project Lead Oracle application upgrade (Release 11.1.5 to Release 11.5.6) which included General Ledger, Payables, Assets and Human Resources Provided application testing and upgrade documentation, as well as reengineering of original setups, design and processes Client: Toshiba Position: Functional Consultant Designed, developed and tested custom FSGs (Financial Statement Generator) financial reports, assisted with Financial Analyzer views Client: Aramark Uniform Services Position: Project Lead Full life cycle implementation of Oracle Release 11i Provided consulting expertise to internal and external project team members, encompassing client requirements, gap analysis, module training, design, setup, documentation, FSGs, ADI and end user training Developed Financial Statement Reports and custom allocations. Supervised General Ledger implementation also advised and assisted in design and implementation of Release 11i Payables, Assets, Purchasing and Projects Additionally provided System Administrator, Discoverer 2000, BIZ (Business Intelligence) and Financial Analyzer expertise Client: America Bureau of Shipping Position: Project Lead Full life cycle International implementation of Oracle Release 11.0.3: Multi–Organization, Multiple Recording Currency, General Ledger, Payables, Purchasing, Receivables, Projects and Human Resource Provided consulting expertise to internal and external project team members including AIM methodology, client requirements, gap analysis, module design, setup, documentation and end user training Client: Verisign & Network Solutions Position: Project Manager/Lead Full life cycle implementation of Oracle Human Resources Release 11.03/11i for both companies Provided consulting expertise to internal and external project team members, encompassing client requirements, gap analysis, module training, design, setup, documentation and end user training Worked with Oracle Advance Benefits to setup the definition, management, and enrollment requirements for a broad set of customer–defined plan types, such as: Health plans (e.g., medical, dental, vision, prescription drug), Life insurance/assurance plans (e.g., group term life, dependent life, accidental death and dismemberment), Income replacement/disability, Reimbursement plans (e.g.,
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Maricopa Community Colleges District March 2010
U.S. Flexible Spending Accounts), Group legal services, US COBRA continuation plans, Savings plans (e.g., money purchase, US 401(k), Retirement Savings Plans, etc. Miscellaneous compensation plans (e.g., company car, bonuses, stock purchase, etc.) Assisted and guided technical staff with numerous third party systems integration to and from Oracle Human Resources, Career Management and Recruitment Additionally provided System Administrator expertise
Client: Rainmaker Systems Position: Project Manager/Lead Full life cycle implementation of Oracle Human Resources Release 11.0.3 Provided consulting expertise to internal and external project team members, encompassing client requirements for benefit and earnings plans, Career Management and Recruitment, gap analysis, module training, design, setup, documentation and end user training Additionally provided System Administrator expertise Client: Zhone Technologies Position: Project Manager/Lead Full life cycle implementation of Oracle Human Resources Release 11.0.3 Provided consulting expertise to internal and external project team members, encompassing client requirements benefit and earnings plans, Career Management and Recruitment, gap analysis, module training, design, setup, documentation and end user training Additionally provided System Administrator expertise Client: Valencia Community College Position: Project Manager/Lead Full life cycle implementation of Oracle Release 11.0.2 Public Sector Multi–Organization General Ledger, Payables, Purchasing, Human Resources, Career Management and Recruitment and Payroll Provided consulting expertise to internal and external project team members including AIM methodology, client requirements, gap analysis, module design, setup, documentation and end user training Additionally provided System Administrator expertise Client: SPF Energy Inc. Position: Project Manager/Lead Full life cycle implementation of Oracle Release 10.7 Multi–Organization General Ledger, Payables, Receivables, Purchasing, Order Entry, Inventory and Bill of Materials Provided project management and consulting expertise plus AIM methodology, including project planning and management, business analysis, module design, data conversion, system administration, technical IT and DBA assistance and application setup to end user training Managed project staff consisting of both contract and client‟s internal personnel (functional and technical) Additionally provided System Administrator expertise Client: Hydro–Aire, Inc. Position: Financial Project Lead Full life cycle implementation of Oracle 10.7 General Ledger, Payables and Purchasing Provided consulting expertise plus AIM methodology including project planning, business analysis, module design, data conversion, application setup to end user training Executed best practice business procedures and processes in application analysis and design Designed custom interfaces, process and reports to meet client‟s requirements in General Ledger, Payables and Purchasing
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Developed and created custom Descriptive Flexfields required for capturing client‟s custom data demand Provided and assisted in client‟s unit testing, training end–users and simulations. Develop end user manuals with Oracle Tutor Provided System Administrative functions consisting of custom menu, responsibilities, report groups and setting up users Assisted other projects (Oracle Inventory, Receivables, Order Entry, Costing and Purchasing Human Resource functions) with procedures, application processes, data conversions and interface issues
Client: Coleman Corporation Position: Functional Financial Consultant Presented solution for the company‟s global Oracle Financial Application integration project Executed best practice business procedures and processes in application analysis and design Aggregated, compiled and assembled company divisional information on an international level to create a high tier baseline of commonality across all divisions, with regard to business processes, to simplify corporation consolidation of the financial applications. All Coleman divisions (five major domestics and one major international) had unique processes, resulting in autonomous tweaking of the financial modules to accommodate entity level business requirements Client: Rocky Mountain Healthcare (Blue Cross Blue Shield) Position: Functional Financial Consultant Designed, created and implemented custom financial reports for Blue Cross Blue Shield and all its subsidiaries utilizing Oracle Financial Statement Generator (FSG) Financial reports created to accommodate individual subsidiaries and subsidiary and Blue Cross Blue Shield consolidations. Total number of companies comprised of thirty Client: Hibbert Group – Olap Project Position: Functional Financial Consultant Designed created and implemented a marketing reporting database, which provided critical marketing data for crucial management decisions. Utilized Oracle Olap tools (Personal Express database, Express Objects and Express Analyzer) for the creation of the marketing reporting database. The database accommodated multi dimensional views (both online and in hard copy) for management and end users Client: Total Petroleum North America Position: Project Lead Full life cycle implementation of Oracle General Ledger Release 10.6 Achieved a successful and under budget implementation by providing extensive consulting expertise from project planning, business analysis, module design, and data conversion to application setup Executed best practice business procedures and processes in application analysis and design Designed mapping and conversion of approximately 180,000 accounts and 24 months of historical data residing in M&D legacy system on IBM mainframe to approximately 60,000 accounts in Oracle module on Sequent UNIX environment Designed custom interfaces for sixteen legacy systems to Oracle General Ledger Developed and built complex custom reports utilizing Oracle Financial Statement Generator to accommodate financial management requirements Designed comprehensive custom Oracle Alerts to elevate communication to corporate management. Provided production support and training to end–users Additionally, assisted other projects (Oracle Purchasing, Payables, Receivables, Assets, Project Accounting and Human Resources) with procedures, application processes, conversions and interface issues
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residing on various hardware platforms Compuserve/Collier Jackson – Los Angeles. LLC.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Trained and supervised Oracle Financial and Sales Analyzer projects Oracle Corporation – Los Angeles. California 1994 – 1995 Position: Global Product Sales Consultant/ SWAT Financial Applications Team Promoted. and Application Object Library. cold calls. user conferences and trade shows Computron Technologies. to all levels of clients and prospects. Report Writer and Inquiry tools. Payables. for a complete line of financial products. directing and evaluating employees Copyright 2010 Solution Beacon. implemented. trained and sold a complete line of financial software applications Generated 100% increase in Regional revenues for product and service sales Developed company‟s demonstration system Qualified business opportunities and technical environments of prospective clients Furnished proposals and recommendations Presented solutions utilizing precise demonstrations Provided technical and sales presentations and demonstrations. presented and demonstrated solutions utilizing precise demonstrations Computer Associates. detailed technical and sales presentations for Oracle Financial Applications: General Ledger. Assets. at continuing education classes and workshops Promoted to Pre Sales specialist provided technical and sales presentations and demonstrations. trained and sold a complete line of financial and human resource products and services Achieved 120% sales quota for product and service sales Developed company‟s demonstration system Qualified business opportunities and provided effective prospect solutions with practical product and technical expertise Developed and managed a remote sales territory. provided Western Region clients with implementation expertise and technical user training. California 1990 – 1992 Position: Consultant/Sales Representative Implemented. for the complete line of Masterpiece financial applications. – Los Angeles. residing on various hardware platforms Promoted to Regional Technical Manager Managed pre and post sales (consulting) personnel Responsible for hiring. Order Entry. for a complete line of financial products. trade shows. California 1992 – 1993 Position: Consultant/Sales Representative Implemented. seminars. on site. Inventory. and procedures integrating financial applications with individual business needs Qualified business opportunities and technical environments of prospective clients Presented solutions utilizing precise demonstrations integrating specific business requirements Provided consulting. Orchestrated. training. Human Resource Projects. and creative prospecting Established network relationships with hardware representatives. – Los Angeles. conversion issues. Purchasing. at seminars. Page 63 of 133 Prepared for MCCCD . on site. Report Writer and Inquiry tools. Receivables. All Rights Reserved. Inc. consultants and third party vendors Consultative selling accomplished by identification and qualification of client requirements. New business generated through customer base. and assisted in winning Oracle financial applications worldwide Developed proposals and recommendations to clients and prospective clients regarding implementation. California 1987 – 1989 Position: Western Region Technical Manager Began as a Consulting specialist. Inc.
Canada 1984 – 1987 Position: Partner/Consultant Designed. trade shows. education and training of Petroleum software. BS Accounting TRAINING Attended numerous management. Achieved 200% sales quota Chemshare Corporation – Houston. trained and hired accounting personnel Performed all phases of accounting Converted. – Houston. tailored demonstrations. continuing education and workshops Self–Employed – Houston. documentation and sales brochures for an integrated Petroleum Accounting System. Texas 1981 – 1984 Position: Consultant/Sales Representative Began as a post sales specialist. Texas Position: Assistant Controller Managed. Division revenues increased 75%. All Rights Reserved. LLC. and client write work Prepared financial statements and tax returns EDUCATION University of Southwestern Louisiana. accounting. installed and implemented computerized accounting systems Performed cost accounting and project leader functions. installed and implemented computerized accounting systems Performed cost accounting and project leader functions. audit. office procedures and organizational skills Amaco. Manufacturing and Property Management software products and services on a nationwide basis. accounting and personal growth seminars Copyright 2010 Solution Beacon. seminars and prospect sites Provided extensive customer consulting services. sales. and client write work Prepared financial statements and tax returns Mann & Frankfort CPA Firm – Houston. Texas Position: Principal Accountant Managed. consulting. Inc. trained and hired accounting personnel Performed all phases of accounting Converted. audit. including implementation. due to superior product presentations. Texas and Calgary. Increased revenues 100% Developed demonstration system Presented and demonstrated products at vendor facilities. wrote specs. strong prospect qualifications and requirement analysis Developed personnel training and classes for on site. Page 64 of 133 Prepared for MCCCD . provided customer base with implementation and application training expertise Promoted to Director of Installation and Education Hired and managed trainers Created and implemented profitable billing procedures Wrote specs and documentation for redesign of a Petroleum Accounting System Promoted to Sales Representative Sold Petroleum Accounting. for the purpose of resale Created successful market penetration of products and marketing agreement with IBM.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Provided staff training in presentation skills and product knowledge for financial applications and business decision software.
Qedit. COBOL. LLC. All Rights Reserved. Image. database management. testing. View. Change/1. troubleshooting. Client Server. C. UNIX. Method/1. Client Server. MPEX Performed analysis/programming to ensure Year 2000 compliance Developed test plans and procedures and prepared testing documents Performed systems testing Prepared the client side implementation documentation and provided users support during and post system implementation EDS Canada 1996 to 1997 Position: Functional and Test Analyst Income Security Programs Branch – ISPR Project (Ontario) Technical environment: DMR Productivity Plus™ (P+). PowerBuilder.Ontario Position: Data Administrator and Analyst for the Public Service Compensation System (PSCS) project Copyright 2010 Solution Beacon. C. and systems documentation MacMillan Bloedel Limited 1997 to 1998 Position: Programmer Year 2000 Conversion project Technical environment: HP3000. and SQL Resolved code mapping issues and the delivery of the codes mapping documents Analyzed business functionality and user requirements Developed the detailed design documents based on business requirements Planned and prepared the product test cycles Client: Manulife Financial Position: Analyst for the Manulife Financial Claims Systems Integration Project Technical environment: IBM Mainframe and COBOL Developed the detailed test strategy and system test plans for the systems impacted Scheduled test runs. Department of HR Development. validated test results and resolved testing issues Participated in the delivery data mapping documents Client: Public Works/Government Services Canada . Page 67 of 133 Prepared for MCCCD . problems identification and resolution. Adager. monitored test logs. and Oracle Performed analysis of business requirements and prepared the application specifications Reviewed technical specifications Provided supervision and support to the programmers during development Participated in the creation and execution of test plans to ensure the quality and integrity of the system Provided support to clients during systems development and post implementation of projects Andersen Consulting. code modifications. COBOL. Suprtool. LBMS. Mbspool. issues tracking. data backups.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Performed daily operational support for the SAP application system Provided software and hardware support for the HP-UX (Unix) system Provided users support as well as technical support to the project teams during upgrades and enhancements Position: Business Systems Analyst Provided application/maintenance support for the legacy system Performed analysis. New Brunswick 1993 to 1996 Position: Analyst for the Partners In Change project Technical environment: FOUNDATION.
and SQL Supervised all maintenance of the project-wide data repository Performed Quality Assurance review of reporting modules Designed modules for the Informational Database Supervised the coding and testing activities Participated in the detailed requirements definition sessions with the Treasury Board Participated in the preparation of the design approach for Management Reporting Position: Analyst with the Application Team Analyzed business functionality and identify user requirements Updated existing design specifications Performed design walkthroughs with the Technical team. COBOL and IDMS EDUCATION University of New Brunswick. C. CSP Application. Fredericton. VAX VMS. VAX Debugger. Page 68 of 133 Prepared for MCCCD . CICS. JCL. VAX . VAX 3100. All Rights Reserved. COBOL. Dictionary and TPU Editor Developed reports for the internal audit department. TSO/ISPF. User Advisors and Integrators Made modifications to code based on design requirements. DMR Consulting Group Inc 1992 Client: Workers’ Compensation Board 1992 Position: Programmer Technical environment: ANSI COBOL. New Brunswick .Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Technical environment: FOUNDATION. MVS and IBM JCL Michelin Tires Limited 1990 Client: Financial System/Material Acquisition System Project Position: Programmer Provided maintenance support for the Financial System Support team Developed Accounts Payable/Purchasing programs for the Material Acquisition System Project team Technical environment: IBM 3090. IMS. Client: Rider Travel Group/Government Services Canada Position: Programmer Technical environment: Microsoft Visual Basic Developed a prototype using Visual Basic. VAX DCL. Method/1. Change/1 methodologies. COBOL. Client Server.Bachelor of Computer Science (Co-operative program) 1993 CONTINUING EDUCATION Peoplesoft Security (2005) Copyright 2010 Solution Beacon. DB2. Client: Irving Oil Limited 1991 Application Programmer Provided maintenance support for the Retail Fuel System Developed reporting programs for the Customer Service System Technical environment: TSO/ISPF. LLC. Data Team. DYL280.
2000) Productivity Plus (DMR Consulting Group – 1997) Business Practices Course (Andersen Consulting – 1994) Implementing Business Solutions School (Andersen Consulting – 1994) Computer Application Programming School (Andersen Consulting – 1993) Systems Fundamentals Course (Andersen Consulting – 1993) Copyright 2010 Solution Beacon.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 PeopleTools Overview (2005) HP-UX System and Network Administration I & II (Learnix .2001) Fundamentals of UNIX System (Learnix . All Rights Reserved. LLC. Page 69 of 133 Prepared for MCCCD .
8 Business Insight: General Ledger. LLC 06/2009 – 08/2009 Position: Independent Consultant Post Implementation Oracle R12 Providing post-implementation support of Oracle R12 Accounts Payable. Data Conversion.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 RESUME OF JACQUELINE CAMPHOR: ORACLE FINANCIALS/PUBLIC SECTOR TECHNICAL SUMMARY Applications: Oracle ERP Applications R12 – General Ledger. Cash Management and Advanced Allocations PROFESSIONAL OVERVIEW Jacqueline has over 10 years experience with Project Plan Development and Management. All Rights Reserved. Purchasing. Cash Management and General Ledger for a full-service respiratory company Deloitte Consulting. Accounts Payable. and Advanced Pricing for a mock industrial products manufacturer Position: Project Lead for Oracle R12 Facilitated the chart of accounts workshop and design discussions for a department store retailer. Software Analysis and Fit Assessment. 09/2009 – Present RPC Solutions. Business Requirement Identification. Billing. EXPERIENCE Solution Beacon. Accounts Payable. Training and System Application Support. LLC – Seattle. followed by a whitepaper to support Copyright 2010 Solution Beacon. 11i – General Ledger. Accounts Receivable Other: Lawson 7. Purchasing. PeopleSoft 7. Accounts Payables. LLP 04/2008 – 06/2009 Position: Consultant Implementation of Oracle R11. Accounts Payable. WA Position: Oracle Implementations Assists with various Oracle Projects.10 Led the implementation of Oracle‟s GIS and GL Intercompany through a repurpose of the existing accounting flexfield structure for a designer and manufacturer of optical products and broadband communications Gathered business requirements for the intercompany.5 Financials: Accounts Receivable and Billing. Fixed Assets. and user security design Provided leading practices in the design of the cross validation and security rules Redesigned and implemented the cross validation rule structure Implemented user security to satisfy the requirements for the GIS implementation Developed test scripts (TE40) and led the CRP and UAT testing efforts Documented the configuration (BR100) and cutover events Delivered GIS and GL intercompany training and developed user training procedures Leveraged the BR100s to setup Swift Configurator for Accounts Receivable. Page 70 of 133 Prepared for MCCCD . Accounts Receivable. LLC. Conducted an intracompany and intercompany proof of concept. Fixed Assets. cross validation rules.0. Systems Integration and Interfacing. Cash Management. Fixed Assets. Fixed Assets. Platinum SQL Financials: General Ledger.5. Inventory. Accounts Receivable. Procurement and Strategic Ledger. Quality Assurance and Testing.
. 08/2005 – 03/2008 Position: Senior Business Analyst Implementation Information Systems Managed the implementation design and testing of Oracle Fixed Assets for the Federal and Alternative Minimum Tax books Supported the Fixed Assets and Accounts Receivable departments as a subject matter expert (SME) in Oracle Fixed Assets and Accounts Receivable. Administered and implemented Oracle enhancement requests and process improvements 7-Eleven. close process..e. Inc. Rowe Price Inc. 07/2005 – 05/2007 Position: Oracle Applications Manager Working for this financial service company‟s corporate finance and treasury depart for financials applications and responsibilities include: Copyright 2010 Solution Beacon. LLC. Inc. All Rights Reserved. 05/2002 – 08/2005 Position: Senior Staff Accountant to Accounting Project Manager Assisted with Financial Reporting/General Ledger Served as a Business Process Owner (BPO) In-Training for Oracle General Ledger Coordinated process improvement of Oracle standard reports Assisted with User Acceptance Testing (UAT) for Oracle 11i upgrade / rollout and Financials 3. which included preparation of documents used for both internal and external reporting as well as for audit requirements Delivered recommendations for improving presentation and disclosure of 2004 Management Discussion & Analysis Managed the Company Policy Re-engineering Initiative Worked closely with Accounting Information Systems (AIS) and Information Systems (IS) to administer the department‟s network / file security Served as the Financial Reporting Representative for the Business Objects (7-Insight) implementation Supervised the Location Database (LDB) Coordinator T. Oracle Enhancements) Monitored and maintained integrity of all organizational rollup structures Operated as the Administrator for 7-Eleven‟s internal control system solution as a part of Sarbanes Oxley compliance Developed training curriculum for the Risk Control Tracking System (RCTS) and trained numerous staff and management on RCTS Provided quarter and annual Financial Reporting.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 the proof of concept. Page 71 of 133 Prepared for MCCCD . and external reporting for a high-performance network infrastructure company 7-Eleven. Recommended a newly designed chart of accounts structure with an Oracle implementation roadmap Prepared and tested Oracle demo scripts (from Purchasing through General Ledger) for the orals presentation of an automotive manufacturer Demonstrated Oracle R12 Fixed Assets and General Ledger to the prospective client and project team Led the business requirements gathering and gap analysis as well as conducted the global redesign of the General Ledger chart of accounts.0 Upgrade (i. respectively Developed requirements for business process improvements and system application (Tririga) design for 7-Eleven Development and Facilities operations Supported Oracle General Ledger for Financial Reporting / General Ledger Department. transaction processing.
AR and GL from 11. Developed training program requirements. Ontario. created functional requirements. and AR for US and Europe locations in a Multi-Org. LLP 05/1996 –12/2000 Position: Senior Consultant Managed and Implemented Lawson Insight 7. Multi Currency Reporting environment Worked on upgrade of AP. which yielded additional engagement opportunities Participated in the implementation and rollout of Lawson Insight financial modules for two physician practice management groups Coordinated and facilitated nation-wide conference meetings for client sites in an effort to effectively and efficiently accomplish pre-implementation requirements Provided daily processing and month-end close training for end-users and on-site system support Managed PeopleSoft 7. process customer orders. All Rights Reserved.5 Financials Managed the auto debit testing efforts of the PeopleSoft accounts receivable and billing modules for a security systems provider Completed two implementations of Platinum SQL's financial applications for a worldwide merchant banker / leveraged buy-out company and food processing company / grocery distributor. AP. FA. LLC. iProcurement. and fixed assets Trained over 30 of the client's users in the accounts payable.5.6 to 11. iExpenses Lead 8 member team and worked on cross functional teams Ajilon 12/2000 – 05/2002 Position: Consultant Managed Quality Assurance/Testing and Training Developed and managed the Quality Assurance department for a Fidelity subsidiary / Boston-based print management software development company Developed and managed a test case database / reporting system to house test scenarios and track test results Tested over 800 test cases (per release on Sun and AIX platforms) for 3 software releases Identified a need for a training department and structured training program for the Fidelity subsidiary.10 . AP. and channel prayer requests/correspondence Copyright 2010 Solution Beacon. custom billing software using Bill Presenment Architecture to generate invoices Environment includes Oracle E-business suite 11.8 Financials/Procurement Managed and implemented Lawson procurement and financial modules for a Canadian-based air tour operating company in Toronto. policy and training documentation Coordinated employee training Arthur Andersen. accounts receivable and cash management modules as well as trained several users in the system applications Managed the custom development of a donor management module for a worldwide church ministry Participated in the design of the custom application to track customer donations. accounts payable. testing. PO.9. and purchase order modules Assisted in the development of the Lawson Procurement module presentation for a local hospital Resolved issues relating to the procurement.5. Participated in the design. AR. CE. Managed and participated in the technical conversion of vendors.10. asset management.GL. inventory items.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Enhancement and support of Oracle Financials 11i GL. Page 72 of 133 Prepared for MCCCD .0. and accounts payable reconciliation processes. test scripts Worked on interface for AR with Service Contracts.5.5. 11. and implementation of Platinum SQL Advanced Allocations module Developed system procedures for the general ledger. fixed asset requisitions.
Inc.GPA 3.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Presented integration strategies for the custom application with PeopleSoft's order management module Redesigned the order entry structure for a computer software and hardware provider. Langston University .. All Rights Reserved. Concord Church Stewardship Ministry Crown Financial Ministries.May 1997.A.B. Inc.93 CERTIFICATIONS Certified Public Accountant (CPA) Lawson Insight Financial Certification Finance Transformation Certification . ACCOUNTING / B.P..S.Level 1 (Deloitte) Six Sigma Yellow Belt AFFILIATIONS American Institute of Certified Public Accountants (AICPA) National Association of Black Accountants (NABA). Page 73 of 133 Prepared for MCCCD . Summa Cum Laude . LLC. McCabe Scholar. E. Inc. Concord Church Coordinator Volunteer Income Tax Assistance (VITA) Program Toastmasters Big Brothers Big Sisters Delta Sigma Theta Sorority. Documented order entry process procedures for future training endeavors General Electric Client Business Services. Copyright 2010 Solution Beacon. COMPUTER SCIENCE. 05/1995 –08/1995 Position: Financial Management Program (FMP) Coordinated the duplicate payment process improvement initiative for Accounts Payable Support Presented a project summary and recommendations to the Project Steering Committee Audited custom invoices to comply with NAFTA and GE Tax Regulations Secured over half of the aging balances from the International Logistics / Customs Council Conference General Electric Client Business Services. Position: Intern 05/1995 –08/1994 EDUCATION B. Inc.
Oracle Application Release 11. Responsible for the coordination and execution of Train the Trainer program for client leads Responsible for training designated client users on UPK Developer. EAM.7.0. 11i. Manages project documentation repository Assists functional leads with testing and configuration of various tracks Provides support for Project Management Fujitsu Consulting – Edison. EXPERIENCE Solution Beacon. 11x (OM. Worked closely with the Change Management Lead to align UPK content development and deployment with End User training plan. WMS. QA. New Jersey 06/2008 – 06/2009 Position: Consultant Client: Charter Manufacturing – Saukville.1.1. ENG.5. iExpense. SharePoint. HR) CRM: Microsoft: Other: Siebel Microsoft Office Suite. UPK FUNCTIONAL/TECHNICAL SUMMARY Applications: Oracle Application Releases 10. ASCP. LLC. iRecruitment. Wisconsin Project: Oracle R12 Implementation Responsible for UPK Developer library outline. content development and content deployment for Oracle 11.. PO.She has used a variety of training tools and is an expert in Oracle‟s UPK. GL.10.5.3 to Release 11. All Rights Reserved. Outlook Oracle User Productivity Kit (UPK) Releases 2. AP. Copyright 2010 Solution Beacon.5. She has led numerous train the trainer programs across multiple industries.10. Data Loader PROFESSIONAL SUMMARY Laura has over 15 years experience in training.2 modules. Page 74 of 133 Prepared for MCCCD .2 and 12 (exposure to FA. COST.10. 3.6 and 3. INV. Laura‟s has a broad knowledge of Oracle applications and is a subject matter expert in Oracle eBusiness. some Advanced Pricing). Washington Position: Consultant Functional Oracle eBusiness consulting services Subject Matter Expert on Oracle eBusiness SharePoint Administrator Document template creator and administrator UPK Developer and Trainer Train the Trainer coordinator and instructor 6/2009 – Present Client: Special Metals Corporation – Huntington.7. AR. BOM. LLC – Seattle.5. OM. West Virginia 06/2009 – Present Project: Oracle Reimplementation/Implementation from Oracle Release 11. iProcurement. content development and content deployment for Oracle R12 modules.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 RESUME OF LAURA GILMOUR: TRAINING.2 Responsible for UPK Developer library outline.
9 to Oracle Release 11i Served as liaison between project management and client Managed project documentation repository Created training documentation for client on iExpense module Created functional design documentation for HR Alerts Assisted functional lead with testing and configuration of procure to pay tracks Created and validated iExpense and iProcurement data loads Client: TT Electronics Inc.5. Florida Project: Oracle R12 Implementation Responsible for development of UPK content. LLC. Inc. Texas 06/2007 – 09/2007 Project: Oracle Upgrade from Release 11. Illinois Copyright 2010 Solution Beacon. Client: Edgepark Medical Supplies – Twinsburg. Packeteer. FSG and Discoverer training. – Cupertino. Responsible for training designated client users on UPK Developer. Washington Position: Consultant Functional Oracle eBusiness consulting services Subject Matter expert on Oracle eBusiness SharePoint Administrator Train the Trainer coordinator and instructor Document template creator and administrator 11/2006 – 03/2008 Client: AmeriCredit – Fort Worth. Position: Consultant Client: Fellowes Inc. California 04/2008 – 06/2008 Position: Independent Consultant. Ohio Project: Oracle R12 Implementation Responsible for UPK Developer library outline.9 to Oracle Release 11i Provided training support for client Train the Trainer programs that included a training presentation overview for Business Process Owners and BPO and SME training guide creations by module Served as liaison between project management and client Provided post Go–Live support Rapidigm. reference materials and presentation delivery for basic and advanced ADI.5. – Itasca. Worked closely with the Change Management Lead to align UPK content development and deployment with End User training plan.Data Conversion Analyst Responsible for creating and executing a data conversion/migration plan for moving legacy data to Oracle eBusiness Suite applications Worked closely with the Oracle implementation team and the subject matter experts to define data cleansing rules and data transformation rules Assisted Packeteer team members with the development of test scenarios and scripts Solution Beacon. All Rights Reserved.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Client: MasTec Inc – Coral Gables. North Carolina 02/2007 – 05/2007 Project: Oracle Upgrade from Release 11. – Boone. Worked closely with Siebel functional leads to support End User training for Siebel CRM. LLC – Seattle. Inc. content development and content deployment for Siebel and Oracle R12 modules. Page 75 of 133 04/2005 – 10/2006 01/2006 – 08/2006 Prepared for MCCCD .
Customer Administration 07/1999 – 12/2001 Managed department responsible for domestic Customer account creation.2 Strategically guided Customer through system design decisions Tested and configured system for order management processes Validated vendor and item data for Oracle conversions Served as liaison between project management and client Logitech Inc. issue tracking and resolution and user training and support Steris Corporation – Mentor. Customer Intelligence Managed department responsible for defining. Customer Service 05/1997 – 08/1998 Assisted with managing and training of Customer Service Representatives Developed consumable products training modules and comprehensive Consumable Product Exam for Customer Service University Program Position: Customer Service Representative Responded to internal and external Customer inquiries Copyright 2010 Solution Beacon.0.10. Ohio 04/2005 – 04/2005 Project: Oracle Application Upgrade Focused on client user training and system navigation in order management modules Supported Project Manager activities including project plan administration. Ohio 07/2002 – 01/2005 Position: Manager. Kentucky 05/2005 – 09/2005 Project: Oracle Application Upgrade Created the initial solution design and functional specifications for client order management interface Reviewed all scenarios with users to ensure thorough testing and validation of all automated and manual processes Koyo Corporation – Westlake.3 to Release 11. LLC. – Fremont. Customer Service 08/1998 – 07/1999 Managed department of 12 Customer Service Representatives responsible for timely processing of capital and consumable product orders Ensured proper phone coverage for prompt service to internal and external Customer inquiries Position: Team Leader. integrating and maintaining global Customer account data Managed global Customer account data cleansing and conversion for Oracle upgrade project Responsible for employee evaluations and career development Validated Customer account data based on Customer website and mailings Trained US and UK Customer Analysts in Siebel CRM and Oracle Customer applications Developed policies and procedures in accordance with Sarbanes Oxley requirements Position: Manager. California Project: Oracle Release 11i Implementation Instructed client on use of project repository system Served as liaison between project management and client 11/2005– 05/2006 Arco Aluminum – Louisville. price list and discount table set up and maintenance Validated vendor and distributor account data Position: Manager.5.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Project: Oracle Upgrade from Oracle Release 11. All Rights Reserved. Page 76 of 133 07/1996 – 05/1997 Prepared for MCCCD .
LLC. Washington. product orders and complaint calls Progressive Insurance – Mayfield Village.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Entered capital and consumable quotes. Page 77 of 133 Prepared for MCCCD . Ohio 11/1995 – 07/1996 Position: Customer Service Representative Responded to agent and insured phone calls regarding existing commercial vehicle policies. DC (1990 – 1994) Copyright 2010 Solution Beacon. All Rights Reserved. billing inquiries and commercial vehicle quotes Position: Support Coordinator Performed numerous clerical functions in the policy files unit 12/1994 – 11/1995 EDUCATION BA in Latin and Classical Humanities graduated Cum Laude from Catholic University of America.
49. AIX.Online. General Ledger. All Rights Reserved. Lorne has over fifteen years consulting. Weblogics. General Ledger. Sybase 4. Human Resources. Process Scheduler. Networks (IP. Supply Chain.x. 4. Crystal Reports. PeopleCode.51. 10g.x 8.12. Payroll/Payroll Interface. SCO. Accounts Payable. Accounts Receivable. Application Reviewer. EPM and CRM. Tree Manager. Developed a strategic service offering for PeopleSoft Consulting services which meets the needs of a wide variety of clients Responsible of overseeing sales. Net Fusion. deep architecture design and support experience in PeopleSoft applications including. Expenses.5/7.x. 11. Asset Management and Expenses..x. NVision. NOS (Novell 3. He has conducted multiple PeopleSoft implementations and upgrades in a lead architecture role and has expertise in technical architecture aspects of ERP design around performance. 11. His key strengths include business development finesse coupled with astute operational and financial management. Informix 4Se. Application Server.92. and interpersonal skills honed in a multi-cultural environment. Cube Manager. Apache. Purchasing. isolation and correction of Performance challenges related to PeopleSoft Finance & HRMS on DB2 Zos Copyright 2010 Solution Beacon. 4. WA Position: PeopleSoft Lead Assists in various PeopleSoft projects Assists in various PeopleSoft projects 02/2010 – Present Kaufman Consulting Solutions (KCS) 01/2004 – Present Position: CEO CEO for ERP services organization with a primary focus on value-based consulting. Sequent.0. Sun.2005. Benefits Tools: PeopleRools 4x – 8. Jolt/Jrad. Banyan Vines). LLC.92. Dynamic Server Visual Basic 3. availability and security EXPERIENCE Solution Beacon. 9i. Linux. Page 78 of 133 Prepared for MCCCD . Windows NT 3.4. Payroll. Mass Change. Asset Management. PSQuery. SQR/SQL. LLC – Seattle. Application Messaging UNIX (HPUX. Solaris.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 RESUME OF LORNE KAUFMANN: PEOPLESOFT . Office Suite Hardware/OS: Database (RDMS): Other: PROFESSIONAL OVERVIEW Lorne has hands-on manager with entrepreneurial passion and energy tempered with the discipline and experience gained from domestic and international senior executive roles in the information services business. SQL Server 6. He has demonstrated ability to build a strong corporate culture grounded in quality metrics with teams that deliver sustainable operating results. delivery & fulfillment for this 5 + million dollar consulting organization Alfa Insurance 06/2008 – Present Position: PeopleSoft Lead Led the PeopleSoft optimization project Responsible for identification. NetBUI. Application Engine. Import Manager.HR/HCM TECHNICAL SUMMARY Applications: Accounts Payable. EDI Manager. Human Resources. 5.). Netbios) Oracle 7. SQLBase 4. Object/Security Administrator. DataMover.0 & 95/98.x. but not limited to. Tuxedo.x. Cobol. Tandem TACL. 7. 10.
999% uptime. which translates to just over 5 minutes of "unscheduled" downtime per year WMATA 07/2007 – 10/2007 Position: Lead Technical and Business Architect Served as the lead technical and business architect responsible for the assessment of current PeopleSoft and ancillary applications. Goal for this project was to identify and eliminate redundant application functionality and architecture by conducting an in-depth analysis of client‟s business needs Responsible for the deliverable for this project was a comprehensive business blueprint. Application Servers (logical and physical) database to achieve the business requirement of 99. design and implementation of Kichler Lighting's High Availability (HA) PeopleSoft architecture Utilizes the supply chain modules of PeopleSoft as a revenue system Design agreed upon included switches. some of which were not identified by the client Kichler Lighting 10/2007 – 06/2008 Position: PeopleSoft Lead Lorne was an integral part of the planning. All Rights Reserved. Lorne was responsible for overseeing the upgrade and redesigning the infrastructure to better optimize Alfa‟s investment in hardware. Designed a redundant Windows architecture in addition to a redundant Active Directory integrated solution Designed a redundant Windows architecture in addition to a redundant Active Directory integrated solution Designed & Implemented a High Availability (HA) PeopleSoft system. was able to identify and resolve a great number of performance challenges. IHG was moving their database from MVS DB2 to AIX Oracle 10g as well as deploying the PeopleSoft application (Application Server & Web Server) on a Linux solution. Web Servers (logical and Physical). Application Layer both physical and logical as well as Database Designed and implemented Workflow for Self-Service Applications Responsible for necessary changes to System to configure Business Process. ETL data from PeopleSoft into Hyperion/Essbase Copyright 2010 Solution Beacon. Web Layer both physical and logical. switches). Activities and events Led the upgrade & functional team to ensure continuity Intercontinental Hotels 02/2005 – 04/2006 Position: Lead Architect Served as the lead architect for the Database and Application re-platforming.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Handled a tried and true methodology. Created a business case for IHG to justify the cost savings of moving from DB2 MVS to Oracle on AIX Designed the architecture to support both the high availability and scalability for forecasted growth Created a business continuity solution for the financials systems inclusive of PeopleSoft Led the upgrade initiative and crafted a cost effective solution to move the data from the MVS environment post upgrade into the new Oracle environment Designed an new architecture to support the current Business Intelligence needs. Alfa Insurance 05/2006 – 11/2007 Position: Lead Architect Served in a lead architect and upgrades role for Alfa Insurance‟s upgrade and re-platforming initiative. CSS. including but not limited to Network layer (Big IP. LLC. Page 79 of 133 Prepared for MCCCD .
provided expertise and lead management on key engagements Initiated. LLC. Solution Center.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Capital One 02/2004 – 01/2005 Position: Solutions Architect Served as the solutions architect for Capital One for the re-platforming of the PeopleSoft environment to a Linux solution. designed. Network. PeopleCode. Provided ERP implementation services and guidance.48 on Financial and published two functions (AR Customer entry. All Rights Reserved. upgrade and security services Directly managed 31 associates in the ASP Hosting Technical Operations. and Solutions Center Departments Assisted clients throughout the United States in the creation and support of Enterprise Security solutions and increased system performance Assisted sales teams with consultations and presentations. consulting. as well as production systems architectural support in system tuning and optimization TRANSCHANNEL. and Web Server Skybridge Global. Page 80 of 133 Prepared for MCCCD . Designed a highly available solution leveraging a more commoditized hardware layer for the middle tier application.building annual revenues to $12 million in less than three years. Database. Customer Care Support.5 production PeopleSoft environments Copyright 2010 Solution Beacon. well performing and easily managed redundant solution Completed a project that integrated the Corporate Portal (BEA) with PeopleSoft Enterprise Portal for Single Sign-on by leveraging entrust Identity management software Configured PeopleTools 8. Work list) utilizing Web Services (WSDL) Responsible for a performance enhancement project that outlined the bottlenecks in the PeopleSoft Application Conducted numerous classes on “How-To” trouble shoot: Application Engine. Isolate and resolve performance problems (Server. Application Server. Customer Care and Project Office) with specific and measurable objectives – reducing overhead and breaking down barriers to customer-winning performance Served as Senior Member of Transchannel Technology Group and expert Security consultant Served as PeopleSoft Architect for one of the largest PeopleSoft implementations in existence Responsible for the design. Inc. 01/2002 – 12/2003 Position: Director of Technical Services Responsible for managing and growing a successful team of system architects to support a variety of clients with PeopleSoft ERP systems. which is a capital cost savings to the organization of over $1 million (not including the incremental head count that would have been required to support the existing architecture) Restructured company into four strategic groups (Technical Operation. Participated in and responsible for tripling the growth of this successful ASP organization Managed the day-to-day operations of this provider of PeopleSoft hosting. implementation and support of eleven Version 8 and 7. INC 1997 – 01/2002 Position: Architect and Vice President of Operations Provided daily and long-range guidance and direction of company as a member of the Executive Management Team. and implemented ASP business from inception . producing an average of 107% revenue growth annually Introduced unique solution of multi-tenancy to the operations organization. Resulting in a highly scalable. The objective of this project was to increase scalability and performance while increasing Application and enterprise security and reducing overall cost.
Web Methods was used to control the flow of all interface traffic to and from the Corporate Express environment. supportable and efficient infrastructure for each PeopleSoft environment Responsible for the development of enterprise-wide database implementation standards. o EAI – (Enterprise Application Integration) Implementing and EAI supportable strategy. mentors and trains associates in functional and technical PeopleSoft subjects Led the design of the Solution Center based upgrade practice. Voucher Post. o Accounts Payable – Led the functional and technical fit gap analysis and conference room pilots for the AP module implementation. which yielded over a 5000% performance increase. Apy2010 –Payment Creation) o Technical Lead – Overall responsibility for design and implementation of the PeopleSoft Architecture (UNIX.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Brought over 12 years of IT experience to the Transchannel organization and led Transchannel in building a cost effective. Designed multiple technical solutions to support the business needs of Corporate Express. DBA. (UNIX. Report Repository) 1995 . Web server. scalable. This included the creation of a development lab and a process for which multiple upgrades could occur on shared hardware by a small group of PeopleSoft consultants Development of this process and architecture allows Transchannel to perform its upgrades in a more controlled. o Asset Management – Assisted with the data conversion from FAS to PeopleSoft along with the creation of interfaces from Billing into Asset Management. Responsible for the performance tuning of Voucher Edit. Designed the technical and support structure Web methods use to move data into and out of PeopleSoft using Application Messaging (XML/SOAP) for guaranteed delivery. Database. Operations. Report Server) Instrumental in implementing of the current Change Control and Development Life Cycle policies and procedures for Transchannel Reviewed and approved development work by direct reports to ensure that proposed solutions meet customer requirements. LLC. Application Server. Led the Database tuning effort for all modules to ensure the throughput and optimization of the Application. All Rights Reserved. Led the tuning and overall performance improvement effort. Application Server. For example: o SSL Solution – The design of two-way digital certificates for client and server authentication utilizing Versign Certificates to ensure a secure public facing application. The increase was attributed to two major components: Onconfig modifications and index and statistics creation and distribution o Corporate Express – Served as the technical lead for this five billion dollar customer during their implementation and upgrade to version 8. are technically accurate and are the best solution for the problem Manages Customer Care. o Bausch & Lomb – Served as the lead technical consultant on this enterprise-wide rollout of Asset Management. Accounts Payable and General Ledger. Web Servers.1997 Page 81 of 133 Prepared for MCCCD IBM Copyright 2010 Solution Beacon. Solution Center. . and procedures Encourages knowledge sharing. Pay Cycle (Apy2005 – Payment Selection. (SQR) program. Corporate Express implemented an EAI solution using Web Methods. policies and procedures for both Informix and OracleDeveloped and implemented configuration standards for all components of the PeopleSoft infrastructure. and Project Office associates to ensure high quality and consistent customer service standards. Assisted with the gathering of both functional and technical requirements for these implementations. refined and efficient manner Selected project-specific accomplishments include: o VP Buildings– Served as lead DBA/Architect for this very large Informix/PeopleSoft customer suffering from significant performance problems. Achieved over 3000% increase in performance gains by tuning Depreciation Calculation (DeprCalc. Project Costing.
Responsible for assuring product compatibility by installing and testing the product on the Oracle. Oracle. Assured staff was trained and prepared to roll out systems to 6 other properties over the next 12 months. introducing the use of Citrix Winframe to improve WAN performance Caesars World 1996 .1996 Position: Implementation and Migration Directed the implementation and migration of this Fortune 100 Company from MVS DB2 to UNIX Oracle. which decreased total development time. increased productivity within the development process and decreased the amount of time spent by developers and analysts per tax update/patch application Analyzed and deployed PeopleSoft 6 over a WAN. Served as key member of New Technologies team.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Position: Senior Technical Assisted in various PeopleSoft projects Air Canada 1996 . and Informix database engines Designed and configured PC based TCP/IP network centric application connected to UNIX servers Copyright 2010 Solution Beacon. Developed and implemented an efficient change control process and designed a development life cycle process unique to the application. LLC. CA-Unicenter. Page 82 of 133 Prepared for MCCCD . Node Manager. Sybase. Omni-back Completed project on time and under budget Brock Control Systems 1993 . MC Service Guard. Designed and implemented a fully fault tolerant infrastructure along with a fault tolerant application (PeopleSoft) by utilizing technologies such as EMC. DANA Corporation 1995 .1997 Position: PeopleSoft Technical Lead Contracted to lead a technical team in the conversion of legacy systems to PeopleSoft 6.1995 Position: Technical Consultant Developed and integrated client/server based business software and services for a sales force automation company. All Rights Reserved. Developed organizational processes and procedures. training internal staff for the future lifecycle of PeopleSoft Directed internal staff in the initial transition of Caesars Palace property over a 3-month period.1997 Position: PeopleSoft Implementation Led a team of over 180 consultants from multiple organizations designing and implementing PeopleSoft package.
Strategy and Design Facilitation.5. Application System Administration.g. Operations and Sales Teams Copyright 2010 Solution Beacon. Page 83 of 133 Prepared for MCCCD . Gather Oracle Project Costing Requirements for Capital Projects-Budgets & Project Management as well as integration with Oracle Inventory. All Rights Reserved. custom project reports and interfaces from third party systems. Purchasing. General Ledger. Internet Procurement.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 RESUME OF MICHAEL MOSCATELLO: ORACLE GRANTS/PUBLIC SECTOR/PROJECTS TECHNICAL SUMMARY Applications: Oracle E–Business Suite Releases 10. LLC. Payables.5. Project & Budget Workflows. setup. Integrated Test scripts and Train User on Oracle Projects and Oracle Project Management Performed System Integration (SIT). System Design. His skills include analysis. He has been implementing & Upgrading Oracle Project Costing and Billing since 1995.10) from legacy system for Hotel Construction & Remodeling as well as buying and capitalizing IT. Excel. open interfaces and building data warehouses for products such as BRIO and COGNOS. Internet Time Tools: Other: Microsoft Word. Process Improvement Assessment. He also has experience with the design and development of custom applications and interfaces between Oracle applications and 3rd party software applications. Internet Expenses. Conversion and Production Setup for Capital Projects and Project Management Next Wave (Telecom) Position: Project Management 8/2007 – 2/2008 Oracle Project Billing. Assets. Marketplace as well as Project Intelligence Capital Projects Proof of Concept (POC) and Conference Room Pilot (CRP) Developed Oracle Capital Projects BR100. Project Management PROFESSIONAL OVERVIEW Michael has been implementing the Oracle Applications since 1993. Payables. e. and training for the functional aspects of Oracle Applications implementations and upgrades. Inventory. PowerPoint Business Process Analysis. planning. conversion. EXPERIENCE Solution Beacon. Corporate and other purchases against a capital budget. Purchasing. Workflow. Washington Position: Senior Oracle Applications Consultant Assists in various Oracle Projects 03/07 – Present Red Roof Inn (Hotels) Position: Senior Oracle Project Management 02/2008 – 08/2008 New Implementation of Oracle Project (11. LLC – Seattle.7/11i/12 – Projects. highlighted GAPS and recommended GAP alternatives Work with Technical Team to configure and test Project Account Generator Workflow. design. His technical skills include knowledge of Oracle base table structure. Assets and GL.2 Presented and demoed Oracle Project Billing to Finance. Receivables. Oracle General Ledger & Oracle Accounts Receivable 11.10. Also employed More4Apps Requisition Wizard to build FF&E and statement of work for construction projects Map Client Project Requirements to Oracle Capital Projects.
etc) . labor costing.10) Gather Oracle Project Costing.5. Hotels. mapping and gapping for Oracle Project Costing & Management for Conglomerate with different operating groups (Restaurants. and Gapped Requirements for Oracle Project Billing & as well as accounting implications for both Oracle Project Billing. Managed client upgrade scripts and testing of Oracle Projects. Assets and General Ledger to 11. Expense Reports.2 from 11. positions and workflow rules Carlson Corporation (Conglomerate) Position: Implementation 08/2005 – 3/2006 Implementation of Oracle Project Costing (Family Pack M) Requirement gathering. Cruises. Assets & General Ledger for 3 business units: Cable. Corporate and Interactive Media Assist AP.5.9. Mapped. LLC. Documented.5. PO and Inventory lead in testing multi-org operating units Review Capital Expenditure process and developed recommendations for enhancing “Capital Expenditure processing. capital project and budgeting Copyright 2010 Solution Beacon.as well as closing process Wrote training documentation and trained users on above as well as standard reports and budgeting function related to Project Management Resources Work with tax department to track R&D tax deductions and credits in Oracle Projects Trained and documented Asset processing in Oracle Projects as well as setup procedures for corrections Worked with HR team in revising jobs. Payables. Management. Page 84 of 133 Prepared for MCCCD .10. auto accounting.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Gathered.10) Debug and correct post implementation setup problems with Oracle Projects Account Generator and Auto Accounting Documented and developed procedures for correction of Oracle Projects transaction errors associated with source systems (AP/PO/Timecard) as well as adjustments within Oracle Projects Documented. Tested and Demo Test Scripts based on Business Needs & Scenarios Awaiting Funding decision on Implementation of Oracle Project Billing & Oracle Receivables Comcast (Telecom) Position: Project Management 3/2007 – 8/2007 Upgrade of Oracle Projects. Organizations. Marketing Group and marketing funds) Wrote Decision Design and Functional Solutions for Oracle Project Costing & Management module including account generator.5. Travel. analysis and reporting” using Oracle Projects Pulte (Homebuilder) Position: Implementation 07/2006 – 9/2006 Implementation of Oracle Project & Project Manufacturing Requirements (11. ran and trained users on Oracle Project Costing/Management & transaction (Labor. All Rights Reserved. allocation. Receivables & General Ledger Developed. Management & Billing Next Wave (Telecom) Position: Post Implementation 04/2006 – 6/2006 Post Implementation Audit & Remediation of Oracle Project Costing (11. burdening. Project Management & Project Billing Initial CRP setup of Oracle Project Costing. Miscellaneous. Billing and Project Manufacturing Requirements Initial Oracle Project Costing & Management. Project Manufacturing and Oracle Manufacturing Design Train User on Oracle Project Costing.
documented. tested and executed conversion of legacy data to PA and GL Provided production support after implementation went live Landor (Advertising) 3/1999 – 2/2000 Position: Implementation Audit Posting Implementation Audit & Optimization of Oracle Project Costing and Billing Provided post implementation auditing. All Rights Reserved.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Developed. Provided production support after upgrade was implemented Lend Lease Development (Australian Land Development Company) 03/2002 – 12/2002 Position: Implementation Project Costing Implementation of Oracle Project Costing and Billing. Also worked with FA team on functional design for joint venture and asset creation using Oracle Project functionality Worked with Purchasing and Payables on project related issues such as “Accrue on Receipt” Setup BR100 and test scripts for CRP Portal Software (Technology Consulting) 02/2004 – 11/2004 Position: Implementation of Project Costing Upgrade of Oracle Project Costing & Billing to Family Pack J Researched. auto accounting. AP. GL and AR Created and Documented BR100 for Oracle Projects Costing and Billing as well as related information for AP. documenting and implementing test scripts for multicurrency. LLC. wrote and lead the technical team on functional designs for Project Costing & Management including extension and customizations for labor costing. patches as well as resolving tars. HR. multi-org (17 sets of Books) for Project Costing. Page 85 of 133 Prepared for MCCCD . tested and implemented test scripts for Oracle Projects Costing and Billing Trained and mentored 2 functional and 3 technical resources as well as a full-time trainer and super user Lead technical resources in developing data warehouse for custom reporting using BRIO Developed. documentation and support Work with end-users and technical resources on Project Billing extensions as well as custom reports such as the “Customer P&L” report Worked with users and management team in evaluating third party tools for T&E and Web requisitions Hydroaire (Aerospace) 3/1998 – 1/1999 Position: Implementation of Oracle Costing Implementation of Oracle Costing including customization with Oracle Manufacturing Costs Gathered and evaluate requirements for project costing Created Solution Documents that included BR100 (PA. GL and AR Developed. AP. AP/PO workflow and budgets Worked with and trained the Oracle Asset team on implementing “Capital” Projects. GL and AR in Australia Planned and conducted user requirement workshops for end users and financial management team Provided Project Manager with project schedule as well as staffing requirements Developed and wrote Requirement and solutions documents for Projects. AP. AR) as well as functional design documents for GAP issues Developed and executed test scripts for User Acceptance Testing Led and trained both functional and technical resources on Project Costing module Copyright 2010 Solution Beacon. Billing and Web T&E Collaborated with Oracle support and DBA on upgrades. training. designed and developed plan for upgrade to Family Pack J Worked and managed users in developing.
Costing) solution (Product Knowledge Workshop) Position: Oracle Instructor Copyright 2010 Solution Beacon. PO. Billing and Purchasing Planned and conducted user requirement workshops for end users and financial management team Provided Project Manager with project schedule as well as staffing requirements Developed and wrote Requirement and solutions documents for Projects Wrote functional documents for spreadsheet uploads thru APIs Created and Documented BR100 for Oracle Projects Costing and Billing as well as related information for AP. GL and AR Developed. Billing and third party software to clients and training sales consultants on the applications. Inventory. burdening. Lend Lease Development 10/1997 – 10/1997 Position: Implementation of Oracle Project Costing Implementation of Oracle Project Costing. FA. accounting.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Wrote functional design and led technical team on Web based Time & Expense system as well as an interface to collect project cost from Oracle manufacturing (WIP. etc Wrote Solution and BR100 document for Oracle Project Costing Worked with technical staff in developing customization to standard burdening DARC Corporation Position: Program Manager for Oracle ERP Consulting Practice Assisted in various management programs. Page 86 of 133 Prepared for MCCCD . tested and executed conversion of legacy data to PA and GL Provided production support after implementation went live Jet Propulsion Labs (Aerospace) 11/1997 – 11/1997 Position: Implementation of Oracle Project Implementation of Oracle Project Costing Planned and conducted user requirement workshops for Oracle Project Costing including budgeting. Managed a virtual Oracle team that created a month-long workshop to teach both selling as well as a cookbook for flowing transactions thru the Oracle ERP (GL. and test scripts Wrote functional design for spreadsheet upload (pre-ADI) and led technical resources in building it Gather information and wrote document to evaluate the advantages and disadvantages of using Oracle Capital Projects to manage ESPN‟s equipment. tested and implemented test scripts for Oracle Projects Costing and Billing Trained and mentored 2 functional and 2 technical resources as well as a full-time trainer and super user Lead technical resources in developing custom reporting using "Cognos" Developed. OE. 11/1997 – 6/1999 Oracle Corporation 12/1994 – 10/1997 Position: Oracle Pre-sales team Responsible for selling Oracle Project Costing. LLC. All Rights Reserved. Inventory) Provided production support after going live ESPN (Media) 10/1997 – 10/1997 Position: Implementation of Oracle Assets Implementation of Oracle Assets and Oracle Project Evaluation Gathered and evaluated requirements for Oracle Assets Created Solutions Documents. including BR100. AP. AR.
consultant and trainer on 4GL (Gembase). and Assets Ross Systems 1/1991 – 11/1994 Position: Sales Consultant/Training/Programmer Implemented Custom Projects Worked as programmer. financial. SUNY at Cortland. procurement and custom project system Implemented custom project system as well as Ross financials that included technical. 1991 Copyright 2010 Solution Beacon. 1975 MS in Special Ed/Psychology. Pratt & Whitney and McDonald Douglas Donovan/Pandick Press/Envoy Position: Programmer Analyst Senior programmer analyst working in Assembler (IBM Series I and IBM 360) and Basic (Digital) on various accounting and project tracking system Nashville Board of Education Position: Special Education Teacher Taught Special Education at primary and secondary levels EDUCATION B. functional and reporting deliverables for Raytheon. All Rights Reserved. Payables.A in Political Science. 1978 MBA Accounting. Vanderbilt University. CUNY at Baruch. General Ledger. Billing and Advanced Topics). CBR Cement. Page 87 of 133 Prepared for MCCCD .Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Delivery formal Training including Oracle Projects (Costing. LLC.
prepared test cases for testing in subsequent phases Project: Stewart Enterprises Environment: Oracle E–Business Release 11.1.2 (OBIEE suite). Design. Client Relationships. EBS is single-sign-on enabled Integrate BI Publisher and BI Scheduler components with the Presentation services Enforced best practices approach in architecting the solution Lead unit-testing effort. design and develop custom End-User-Layer (EUL) in Oracle Discoverer for historical HR/Payroll Subject area reporting Integrated the same into Oracle pre-delivered EUL for Oracle EBS Project: Microtune Environment: Oracle E–Business Release 11. All Rights Reserved. training developers and technical recommendations Project: Transportation and Security Administration (Department of Homeland Security) – Unisys Corporation Environment: Oracle E–Business Release 11.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Architected custom security mapping and design. concurrent programs to process data feeds from external Freight Rail sources Lead deployment of Service Analytics (pre-built BI Apps content). Project lead and technical lead in the initiation.5. both at the data level as well as the presentation service. knowledge transfer. Solaris O/S Architect.2. custom solution and schema to reside in the Oracle EBS suite leveraging FND_LOOKUPS. Discoverer10g OBIEE Architectural support in its deployment and planning on Linux servers Technical oversight and support in the implementation of Noetix views and generators for OBIEE Technical oversight and support in the migration of Discoverer EUL over to OBIEE repository Project: Carnegie Mellon University Copyright 2010 Solution Beacon.126.96.36.199.10. integration with Rail dimensions Integrate Oracle E-Business Suite 11. with a second failover server for OBIEE Architect custom solution to track Toxic Inhalation Hazard material movement on Freight Rail (TIHRAIL) trains Architect complete data model (Star Schema). Oracle Business Intelligence Enterprise Edition (OBIEE) 10. Development.3. Oracle Discoverer Architect.5. performance tuning.2 (Oracle HR and Payroll). Deployment.1.1. Page 89 of 133 Prepared for MCCCD . supported production deployment with F5 load balancers and failover configuration. Dashboards development and support Performed extensive performance tuning both with the Database. and Project Management Architected deployment of the product suite on Solaris servers.3. installation and implementation of the OBIEE solution Responsible for full life development on the project to include Business Requirements analysis. custom enhancements. as well as with the OBIEE App. Testing. LLC. Oracle Business Intelligence Enterprise Edition 10. Used LDAP authentication mechanism and roles mapping to Oracle Responsibilities and Oracle Projects Key Members Integration of BI Server with BI Publisher to include the LDAP security model. folder access management within BI Publisher for those LDAP roles and groups BI Publisher and BI Answers. Noetix Views. standards.2 with OBIEE Answers and Dashboards with Oracle FND_USER and FND Responsibilities from an end-user security stand-point.2.5.10. Implemented Event Caching configuration to automate purging of Cache entries with ETL updates Supported best practices.
Page 90 of 133 Prepared for MCCCD .10. and Order Management). Daily Business Intelligence (Payables. both data extracts and end–user query optimizations Support Discoverer fixes and extensions Configure and setup GL.5.5. and Supply Chain (Inventory) Project: Solution Beacon Environment: Oracle E–Business Release 11. drill-down.1. hierarchies. drill-across abilities etc. Teradata DecisionExperts Schema (TDE) Engineer OBIEE integration with TDE packaged adaptors for Oracle E-Business suite Install product suite on Linux servers Model and design custom repository file with TDE as the back-end Star-Schemas Configure repository.2. Discoverer10g.1. Setup Discoverer links with Oracle Applications home page with certain set defaults Configure and setup DBI for Payables. Discoverer10g. Oracle Daily Business Intelligence (DBI for Financials) Assist with Data Warehouse performance tuning. INV. AR.2 (GL.2 (OBIEE suite). to package the solution for TDE Lead performance tuning effort on repository design. Supply Chain) Upgrade Discoverer4i to Discoverer10g on OAS10g Release2. and Receivables Intelligence for EBS Release 11.2. Migrate Custom EULs also into the new Version 10g environment Validate Folders.10. Release 12. optimize Star-Schemas for End-user reporting Project: NCR Corporation Client: Saudi Telecom Company Environment: DecisionExperts Data warehouse software (from Teradata). Purchasing. customization of Teradata DecisionExperts Software (canned data warehouse package) for the afore–mentioned modules from Oracle E–Business Release 11. Business Objects Project Lead and Technical Lead in the installation. Drill–Across and Drill–Down functionality for Analytical reporting. Enforced best practices approach in architecting the solution Lead end-to-end data validation effort Lead Report and Dashboard creation effort.10. Business Areas. Oracle Business Intelligence Enterprise Edition 10. custom external Oracle sources. Workbooks. Purchasing. FSGs).5. Descriptive FlexFields. etc. Teradata DecisionExperts Data Warehouse.3. FSAs (equivalent to FSGs in Oracle). AP.5.10.2 (OBIEE suite).5. Inventory. support team with the design and implementation of the same using ETL engine of DecisionExperts Implementation includes configuring Key FlexFields. implementation.5. Teradata database. Procurement.2 OLTP data source Copyright 2010 Solution Beacon.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Environment: Oracle E–Business Release 11.2 (Financials.10.10 source Architect several star–schemas for external data sources. Oracle E–Business Release 11. Payables.5. LLC.3.10. Daily Business Intelligence (DBI) Install OAS10g server Release3 and OBIEE suite on Linux for Internal use and training Configure suite and create repositories to source from Oracle Release 11.5.10. PO.2. Oracle Business Intelligence Enterprise Edition 10. Support and lead Business Objects developers to deploy front–end analytical capabilities for the data warehouse Project: Avista Corporation Environment: Oracle E–Business Release 11. Oracle database. create new workbooks etc. All Rights Reserved.2 Customize pre–seeded Intelligence Reports and Dashboards Project: Teradata Environment: Oracle E–Business Release 11.
which is integrated with XML Publisher engine to produce the above created Financial reports from EPB in PDF and other requested output formats Project: SM&A Environment: Oracle E–Business Release 11. coded custom Print PO process that integrates with the Right Fax software to automatically fax POs to vendors in the PDF format. This was achieved by utilizing XML publisher and building custom layout templates. etc. FA. on–site SysAdmins. XML Publisher. multi–currency.10. etc. MD document review. AR. PO. BI includes DecisionExperts package from Teradata for Oracle E–business and related changes to the front–end reports Project: Worthington Industries Environment: ETL DecisionPoint Software from Teradata. INV. OM. Business Analysts etc. and Receivables Intelligence Project: Core Labs Environment: Oracle E–Business Release 11.2 (Oracle Projects). direction. Quality. XML/BI Publisher 5. on–site DBA team.5. All Rights Reserved. BOM. AP.5.2 (project under–way). custom ShopFloor schema). bring clarity on business requirements. Project Management and technical lead in the implementation of DecisionPoint Software (ETL pre–packaged star–schema for Oracle E–Business) and subsequent extension of star–schema to accommodate Oracle‟s custom ShopFloor extensions Technical Lead and Oracle offshore co–ordinator on behalf of Worthington. data definitions and concurrent programs Technical oversight on the BI front to make changes in conjunction with the above changes to Oracle E–Business source. Re–engineer code migration workflow process between Offshore. and Purchasing as a proof–of–concept. Initiate use of XML Publisher VS usage of Optio Software currently in place. provide technical expertise. Page 91 of 133 Prepared for MCCCD . demonstrate how to Customize. to streamline code migrations and notifications with minimal interruption and for cleaner installs Copyright 2010 Solution Beacon.10.6. Daily Business Intelligence Primarily played two roles. Job includes managing Offshore consultants from Oracle.9 (GL. WIP. AP. coded custom Concurrent programs to print ShopFloor tags. XML Publisher Assist in the Globalization effort (multi–org. demonstrate delivered reports and dashboards. Payables.2 (Financials). multiple SOBs) of Oracle E–Business with the addition of Australian and Qatar orgs Install XML Publisher as a Proof–of–Concept. Created custom layout templates (RTFs) to format and arrange data to produce necessary tags Configure and setup DBI for GL. code review.5. in the development of custom extensions around ShopFloor extensions for Oracle E–Business suite.5.3 Create Financial reports integrated with EPB using BI Publisher Created a sample of reports from the executive Financial Black Book Upload data templates into EPB. EPB. LLC. Oracle E–Business Release 11.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Create repository for a sample of modules from Oracle E–Business Release 12 data source for a comparative study/review between Releases11i and 12 OBIEE support for Solution Beacon‟s internal Business Intelligence staff Configure and setup DBI for GL.10. Discoverer 10g Re–create EUL layer in Discoverer to provide critical reporting needs in Oracle projects Create worksheets and reports per requirements Project: Carnegie Mellon University Environment: Oracle E–Business Release 11. Install XML Publisher as a proof–of–concept.
validations.10 Implementation of PN domains sourced from Oracle Applications Release 11. table and process changes between source changes.5. customizations. AP.10.5. Oracle Applications Release 11. advice on architectural and table changes between Releases 11. provide direction and support. Request Groups. Responsibilities include identifying architectural.0. OM) Made several pre–sales presentations and demos to various business groups within Worthington on the value and ROI of the solution Project Lead and Technical Lead in the installation. etc. AP. periodic check on progress. Project: DecisionPoint Software – Worthington Industries Environment: DecisionPoint Data warehouse software.10 (GL. FSGs. sign–offs. report creation. INV.10 PN modules Customizations around business areas in AR.5. PO. HR. Modules include GL. etc. Assessment is on pre–packaged ETL tool DecisionPoint Software from Teradata for Oracle E–Business Technical oversight on subsequent re–implementation of Oracle E–Business to Release 11. AP.5. PO.0. GM Technical oversight over Development team in the upgrade of the afore–mentioned modules from Release 11. coding standards etc. implementation. in addition to tracking progress of Developer consultants Team lead in the parallel upgrade of Data Warehouse for Release 11.10 source change. Discoverer4i support Technical Lead in the upgrade of DecisionPoint Software server code and Administrator code in–line with the Applications upgrade from Release 11. upgrade path. standards.3 and 11.5. etc. PN). Work with functional team in determining the above changes.8 to Release 11. Oversight includes review of document and coding standards.10 environment Responsibilities included identifying exact resource needs for the upgrade of certain customizations.10 (GL. FA) Proof–of–Concept on ETL tool selection for Progressive‟s Business Intelligence needs for Oracle E– Business needs. advice team to upgrade the DW business areas around the changes.3 to Release 11. and FA. Form Functions. Prepared project plan.10. etc. PO. etc. PA. set standards. LLC. customization of DecisionPoint Software (canned data warehouse package) for the afore–mentioned modules from Oracle Applications Release 11. GL. PO. Project: Trustreet Properties Environment: DecisionPoint Data warehouse software. PO. All Rights Reserved.5.3 to Release 11. AR.10.3 to 11. Project: Carnegie Mellon University Environment: Upgrade of Oracle Applications Release 11.5. helped fix setup issues in Responsibilities. Project: Progressive Insurance Environment: Oracle E–Business Release 11.0.10 source Copyright 2010 Solution Beacon. AR. PN.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Performed Application SysAdmin responsibilities.5.5. Assist developers in Discoverer4i EUL extensions. AR. modules include AP. etc. Oracle Applications Release 11. Page 92 of 133 Prepared for MCCCD .5.5. LD.10 (AP. AR. AR.0. Subsequent Data Warehouse upgrade in–line with the source upgrade.2. set multi–org and multiple sets of books logic into the DW etc.5.
Created Adhoc queries. configured Broadcasting of reports. All Rights Reserved. Descriptive FlexFields. new code.3 source Implementation includes configuring Key FlexFields.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Implementation includes configuring Key FlexFields. dash boards. Design includes tight integration of the Page 93 of 133 Prepared for MCCCD Copyright 2010 Solution Beacon. Worked with Cognos developers to deploy front–end analytical capabilities for the data warehouse Mentored customer on the product. LLC. OM. AR. standards. etc. unit testing. Digital Dash Boards. Drill–Across and Drill–Down functionality for Analytical reporting. PO. FSAs (equivalent to FSGs in Oracle).3 source Implementation includes configuring Key FlexFields. etc. Labor Distribution) Technical Lead in the installation. etc. Grants Management.5. no coding standards followed. etc. implementation. FSAs (equivalent to FSGs in Oracle). Implement and automate custom security that follows the same security rules as with responsibilities in Oracle Worked with the vendor in the installation of Decision Cast. FSGs. customization of DecisionPoint Software (canned data warehouse package) for the afore–mentioned modules from Oracle Applications Release 11.5.0. Physical locations of development team is spread–out. thus successfully purging the tables through standard purge processes Project: DecisionPoint Software – Carnegie Mellon University Environment: DecisionPoint Data warehouse software. Modules worked on include GL. Mentor customer on the product. Version 9i database. processes and procedures in place for all developers to follow. All new and code revisions follow the new standards Work with developers in performance tuning poorly performing code that is running in Production. Some of the issues alleviated from code review and tuning are processes filling up archive logs. deletes generating large redos. ECE. Oracle Applications Release 11. Chief Architect in the design and build of star–schemas for Sales Logix. and maintenance of the end data warehouse Project: DecisionPoint Software – CNL Restaurant Properties Environment: DecisionPoint Data warehouse software. AP. AP. FSAs (equivalent to FSGs in Oracle).3 (GL.0. etc. Descriptive FlexFields. code revisions. Direct end–result is a stable production environment. trouble–shooting. trouble–shooting. implementation. . customization of DecisionPoint Software (canned data warehouse package) for the afore–mentioned modules from Oracle Apps Release 11. PO. AP. AR.0. AR. Descriptive FlexFields. Credit Management System (all SQL Server databases). Drill–Across and Drill–Down functionality for Analytical reporting. Drill–Across and Drill–Down functionality for Analytical reporting. PO. activities and activity history. Global Home Products Environment: Oracle Release 11. Worked with operations group in setting standards.8 (GL. PA. and maintenance of the end data warehouse Project: Perot Systems. no technical design specs exist. web–based reporting tool that reads the metadata for reporting purposes. Workflow QA oversight over new development and Performance tuning lead Review documentation.9. Grants Management. PA. Labor Distribution) Project Lead and Technical Lead in the installation. heavy I/O and CPU bound processes Worked on performance tuning of Workflow background processes by identifying and fixing bottlenecks in purging workflow run–time. Loan Management System. Oracle Applications Release 11.
views. Informatica5. Project: BearingPoint. dash boards etc.5. and PO modules. AP. Modules worked on include GL. PO. Customization allows authenticated users to only see data they are authorized to see via synonyms.9 changes in HRMS and AR modules Design and develop a custom process to update original date of hire on per_all_people_f. Oracle Forms. run Payables open interface import process. Created Adhoc queries. Reconciliation includes create travel documents in Gelco.3 to Release 11. AP. LLC.188.8.131.52 (GL. Built relevant new conformed dimensions to integrate domains sourced from all the three systems Worked with the vendor in the installation of Decision Cast. design and development. GL and PO Copyright 2010 Solution Beacon. PO. PL/SQL packages. Customization includes enhancements to dba_profiles.0. password verify function. etc. HR. based on the earliest date available in per_periods_of_service using Oracle standard hr_person APIs Customized Oracle delivered New Hire State Report to include an out–bound interface package to output a flat file in the format required by the Virginia New Hire Reporting Center Worked in the completion of Release 11i upgrade of multiple deliverables related specifically to Oracle HRMS module. AR. WINNT server. All Rights Reserved. Report Builder6i Customized several reports in GL. Project: Sino Swearingen Environment: Oracle Applications Release 11. Oracle Reports. on the above modules and the data warehouse Architect in the design and development of custom security model to support the use of Netegrity‟s Single Sign–on mechanism for the Crystal front–end users. GL. and PO Developer lead in the upgrade of the afore–mentioned modules from Release 11. PA). create Payment batches. AP. and are heavily customized to accommodate tight integration of business process between Gelco and Oracle Release 11i Reconcile Data warehouse extracts with Gelco and GL. AR. PO modules. web–based reporting tool that reads the metadata for reporting purposes. Discoverer3i. validate data by running reports. run standard Purchase Order Imports. Project: University of Virginia Environment: Upgrade of Oracle Applications Release 11. AR. finally run Payables transfer to GL.5.. associate projects to each document. Deliverables include Oracle Workflow customization(s). etc. track flow of document from Gelco to Oracle Applications Release 11i i.5. Digital Dash Boards.9 (GL. table validation etc. and PA modules of Oracle Release 11i. AP. AR. Page 94 of 133 Prepared for MCCCD .Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 existing domains and dimensions configured for Oracle Apps with the above non–Oracle sources. PO.9. create accounting.e. password encryption etc. custom scripts. includes analysis. Oracle Version 8i. configured Broadcasting of reports. customization and configuring of Informatica business adapter for Oracle Applications Release 11i for the above mentioned modules Data warehouse architect in the design of Star Schema (nVision) for the Gelco Travel Manager system as a source Delivered business adapter schema and related mappings for the Oracle11i source. Projects).5. confirm batches. National Institutes of Health Environment: Oracle Applications Release 11.3 to Release 11. AP. Run data warehouse extracts from the above modules. validate invoices. Custom top was created on UNIX to store the above custom reports Developed various Custom Reports for inter module reconciliation between PA. Oracle Discoverer.9 environment Re–design several Discoverer reports to incorporate new Release 11.1 Senior Data warehouse Architect in the installation. Oracle Version 9i. ERwin4. AP.
Discoverer Admin and User to development staff Project: Sony Electronics Environment: Oracle Version 8i. Project miscellaneous project summary report. Projects personnel assignments. AP. Oracle Applications Release 11.5) Customized report to show the commitments. registered concurrent executables. Workflow 2. assess issues. Applications Release 11.0. Developed SQL. AP. etc. Created report templates using Discoverer 3i user Demo on Reports Builder. Application server also existed on the same server Created EUL (End User Layer) on Production Oracle Apps. etc. PL/SQL Scripts for validating and cleanup of data in PA Created Data Group for custom reports. OE). interface requirements. Star Schema design. AR. PO. scoping. Toad6. FA. PO.5. customization and configuring of the Data Warehouse for the above mentioned modules. OE). DecisionPoint Warehouse Administrator. INV.4. DecisionPoint Analyst Senior Data Warehouse Architect and Project lead in the installation. WebServer.3. and programs. Created customer value sets Created MD60 documents to document the above reports Installed Discoverer3i on WINNT server.4. Created business areas for GL. All Rights Reserved. and PA tables Customized several reports in PA to include Project detail transaction report. Oracle Applications Release 10. and migration documents using Oracle AIM Methodology Project: Verizon Wireless Environment: Oracle Version 7. and PO Created database users and provided security through Discoverer Admin. etc. LLC.2 (PA.7Char (PO. DecisionPoint Administrator tool is used to create meta–data. development. PA. PO Document Approvals and PO Account Generation Implemented Project Status Enquiry for Online reporting in PA Prepared conversion. Projects summary. it was a single machine installation. spending and approvals by deriving the information from AP.2 Copyright 2010 Solution Beacon.3 (GL. Customized several forms to include Projects Form and Projects Plan Cost Form Customized workflows for PA Account Generation. Responsibilities include analysis of business requirements. AP. co–ordinate & mentor team. Page 95 of 133 Prepared for MCCCD .Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Developed various Custom Reports including Project / Budget Configuration reports in PA Develop custom Forms to provide for Projects lookups. manage roles and end–user security Reconcile Data Warehouse imports with source (Oracle Applications) Integrate non–Oracle source data into the Warehouse DecisionPoint Analyst is used to create report templates Knowledge transfer to Sony staff and support team 03/1996 – 04/2001 Computer Systems Authority Position: Senior Applications Systems Consultant Project: Omni Hotels Environment: Oracle Version 8i. schedule and monitor data extracts. PO. INV.
HP–UX Implement Data Warehouse for the above mentioned modules to include implementation of custom objects to store data from Legacy Invoicing & Sales System.x. allow successful data processing audits.7NCA (AP. etc. modify scripts to accommodate various business needs Project: GE Medical Systems Environment: Oracle DB Version 8. DecisionPoint Analyst3. Oracle Applications Release 10. OE). etc. DecisionPoint Analyst3. scoping. Developed exception reports Implemented AR customer lockbox interface. validate and document the implementation details Train user community in understanding the Data Warehouse. DecisionPoint Administrator3. assess issues. Includes features such as Zooms.x.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Interfaced enhancements to improve data integrity. Page 96 of 133 Prepared for MCCCD . validate and document the implementation details Copyright 2010 Solution Beacon. PO). usage of DPAnalyst to query the Data Warehouse. DecisionPoint Analyst is used to create report templates for use by Analysts at AAR Analyzed Schema change requests from users. OE. design and develop Data Warehouse and extracts using DecisionPoint Administrator. AP. Provide technical solutions and implement the same Scheduled extracts on UNIX. Developed Impromptu catalogs. LLC. Triggers. Vertex Tax Software Customized Vertex Tax bridge to control tax processing of AP Invoices.x. etc. Also teamed up in AR receipts conversion project Project: Eaton Corporation Environment: Oracle DB Version 7. Analysis of business requirements. Performance tuned and modularized various interfaces hitting Inventory Transactions and Serial Number interfaces in Oracle INV.7NCA (INV. PO). PO purchase orders Customized several AP and PO related forms to facilitate Tax processing. DecisionPoint Analyst is used to create report templates to validate extracts against source instance Knowledge transfer to GE Medical development and support team Project: Motel6/Red Roof Inn Environment: Oracle DB Version 7. customization and configuring of the Data Warehouse for the above mentioned modules. Oracle Applications Release 10.0. Analysis of business requirements.2 Technical team lead in the installation. etc. Toad6. Oracle Applications Release 11. process data from new data sources. INV. Responsibilities include analysis of business requirements. All Rights Reserved. co–ordinate & mentor team.3 (AP. Implemented Data Warehouse for the above mentioned modules. design and develop Data Warehouse and extracts using DecisionPoint Administrator. design.x. AR. DecisionPoint Analyst is used to create report templates for use by Analysts at Eaton Schedule extracts on UNIX. development.7NCA (PO. Oracle reports. AR. DecisionPoint Administrator3. Project: AAR Corporation Environment: Oracle DB Version 7. SQL*LoaderV7. Oracle Applications Release 10. AR).
HP 9000.0 Responsibilities include coding numerous PL/SQL procedures and packages to process daily data requests from Citizens offices all over the US.5 in version controlling during CV70 preparation.6. development and conversion of Open and Closed POs. Lookup Codes. Provide development solutions and technical design specifications to the development team upon interfacing with the user community.0 & Erwin 2.6SC (INV. ERWIN2.0 Project. Prepare CV70 documents Applied PVCS6.) including creation of custom Value Sets. Oracle Database Designer1. create meta–data for OLTP requests as a part of Decision support team. Oracle AIM Tool Interfaced design. Concurrent Program registrations etc. BrioQuery4 . LLC. etc. OLTP requests are supported by BrioQuery4. Data modeling and Reverse engineering of existing data models is performed using Oracle Database Designer 1. Procedures are very extensive involving millions of rows of source data (with lot of anomalies and integrity problems) with extensive exception handlers. HP 9000. created tables to store images and information about the images and established foreign key relationships with the base tables supporting the above modules Designed and developed multiple form application to load in pictures of the components and packaging boxes associated with the assembly (package) to the database. Application was built using Developer/2000 (Forms4. Reported.5 in version controlling during development life cycle. Oracle Applications Release 10. Also responsible for complex design and development.5. Oracle AIM Tool Technical support for pilot program and implementation of the above modules Interfaced with users in determining specific requirements. for packaging department at the Distribution Center Application is based on INV and BOM modules of Oracle Manufacturing Applications (Release 10. Nokia Mobile Phones Environment: Oracle Version 7. Developer/2000 Automate Packaging Instructions.0. BOM).6). HP 9000. Oracle Applications Release 10. HP 9000. Enhanced the Database. Provided post–production support to the above modules Created job streams and schedule jobs using JCS–Redwood job scheduler General Applications system administration functions (Custom Menus.7NCA (PO). Coordinated with Abbott‟s development staff in implementing the above solutions.6. enhancements and modifications. Printer setups. Page 97 of 133 Prepared for MCCCD . PVCS6. Responsible for training Abbott‟s permanent staff in regards to usage of Oracle development tools and products Project: Citizens Telecom Environment: Oracle Version 7. Applied dynamic SQL concepts and features extensively Customized Oracle data–warehouse (Customer Information System) from the source data received from different long distance carriers.5) includes display of package. developed in Developer/2000 (Reports2.7NCA (PO). Applied PVCS6.5) Designed and developed of Packaging Instructions (final product) report for the packaging department. Responsibilities. conversion program design and development Project: Motel6 Environment: Oracle DB Version 7. HP 9000. Loading source data into CIS and later updates to CIS involved numerous PL/SQL procedures and packages and extensive usage of SQL*Loader Provided post–production support. All Rights Reserved. its Copyright 2010 Solution Beacon. Oracle Applications Release 10.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Project: Motel6 Environment: Oracle DB Version 7.
QA Partner. All Rights Reserved. images associated with components and packaging boxes in a requested 3– page format Developed relevant on–line help manuals using Doc–To–Help software Diversified Computer Consultants 09/1995 – 03/1996 Position: Programmer/Analyst Environment: Oracle Version 7. internal and external Flight Design initialization data. LLC. OMT) EDUCATION M.5. and delivery of FD&D flight products using Forms3. MS Test3. QA Partner2.5 and all the forms and reports were called from the main menu. India Copyright 2010 Solution Beacon.5 to keep track of equipment. Numerous forms were developed in Developer/2000 Forms 4. Mechanical Engineering from Osmania University. SQL*ReportWriter1.1. QA Partner. Page 98 of 133 Prepared for MCCCD . Test View. Menu interface was developed in Developer/2000 Forms 4. Computer Science from University of Houston at ClearLake. etc. Reports were generated in Developer 2000/ Reports 2. Houston.0. Reports were generated using SQL*ReportWriter Developed and maintained numerous reports in Pro*C to reflect changes in internal and external flight design data and trajectories due to various loads applied.S. Texas B. persons responsible in different departments.x Designed and developed a menu driven multiple form application (MOC) for IMC–AGRICO (a Fertilizer company).g. SQL*Forms3. Hyderabad. to store information required for configuration management.0 P rovided Help desk and On–Site support to resolve customers problems on the product S oftware Quality Assurance Developed Test Scripts for Paradigm Plus using MS Test.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 individual components. Used in streamlining various operations at NASA Developed relevant training material (real examples in the line of their business) for FD&D user community to complement their recently procured Oracle Computer–Based Training (CBT) course ProtoSoft.S. preventative maintenance information. failure history. Developer/2000.0.. maintenance.. Pro*C Designed and developed a number of data entry forms. MS Test and Vista products) Developed Customer training material for OO methodologies (Fusion. Auto Tester. 01/1994 – 10/1994 Position: Software Engineer Environment: Paradigm Plus (Object Oriented Meta CASE tool). Various test tools were evaluated for automating Paradigm Plus test plans (e. Inc. This in turn called other forms Developed and maintained numerous programs and reports in Pro*C and PL/SQL on HP–UX NASA/JSC and Rockwell International 10/1994 – 09/1995 Position: Programmer/Analyst Environment: Oracle DB Version 7. SQL*Loader7.0.
COBOL/COBOL II MS SQL Server 7. College 10/2006 – 12/2006 Position: Production Support Consultant Collaborated with end users to determine the causes and solutions to production problems. Developed queries to display employees with no paycheck activity within a prescribed period. MicroFocus NetExpress (COBOL).0 Release Notes to determine where delivered functionality could replace existing customizations.9. His experience includes a number of programmer analyst positions and he is the go to person on complex customizations and development. Enhanced Student Self Service applications based upon user requests Advised on PS best practices 02/2010 – Present 10/2007 – Present GoARMY.0 customizations in preparation for 9. Modified Time Summary by Approver report as per user request.0.46 and SA 8. All Rights Reserved. Indiana University Position: PeopleSoft Student Admin Consultant Customized SA 9. IBM Utilities. Researched 9. VSAM. / AE programs where users reported issues. Application Engine SQL/SQR.com 03/2007 – 10/2007 Position: PeopleSoft Student Admin Consultant Evaluated existing SA 8. He is well versed in the educational industry having developed.0. LLC. Microsoft Visual SourceSafe 6. EXPERIENCE Solution Beacon. Vantive Object Studio. DB2. Fileaid.0 upgrade. Copyright 2010 Solution Beacon. PeopleSoft Student Administration / HR/Payroll. BMS. Modified PeopleCode / SQR / App Engine applications based on user requirements. Created custom solutions for Peoplesoft Payroll / HR 8. Resolved issue where 3C Checklists were being deleted when associated with Communications. CICS. LLC – Seattle.0. Windows NT Oracle 8i and 9i. administered and enhanced a multitude of SA applications for varying educational institutions.1.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 RESUME OF RODERICK SINGLETON: PEOPLESOFT STUDENT ADMINISTRATION TECHNICAL SUMMARY Applications: Tools: Languages: Hardware/OS: Database (RDMS): Other: PeopleTools 7.x – 8. IBM-UNIX. Page 99 of 133 Prepared for MCCCD . WA Position: PeopleSoft Consultant Assists with various PeopleSoft projects.0 Apps. Facilitated Fit-Gap sessions. Easytrieve. Modified Missing Grade Report to exclude specific grade / instructor combinations. Component Interface. MVS Crystal Reports. EXPEDITER. INTERTEST PROFESSIONAL OVERVIEW Roderick has over 20 years experience in Information technology and over 10 years experience with PeopleSoft applications. Peoplesoft CRM 8. JCL. Madison Area Tech. Developed application to download Payroll advice data to CSV file. PeopleCode .
Class Enrollment and Tuition Calculation based on Third Party Agreements. Designed and developed custom Student Financials processes to remove Negative Service Indicators when funds are received (posted). Advised management of best practices and strategies for data conversion. The American College (Need dates and Position) Loaded all Student Records data from legacy systems for Campus Solutions 8. Developed customized solution which allowed HR staff to forecast total staffing cost based on chosen salary and benefit increases. LLC. Mapped legacy data to Campus Solutions tables.9 implementation. Created database indexes to ensure optimal performance.0 implementation project using SQR / Oracle. Modified custom Application Messages which sent Book Orders and Shipping Charges through CRM to Supply Chain for fulfillment. Moraine Park Tech.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Created queries to determine students with missing Careers and insert missing data. Page 100 of 133 Prepared for MCCCD . Developed scripts to ensure data integrity by identifying and removing potential duplicate student records. Cornell University (Need dates and Position) Designed. Created multiple custom reports after implementation to support user needs. Ciber Enterprise Solutions 03/2002 – 04/2005 Senior Consultant/University of Maryland University College Developed conversion strategy for Department of Defense worldwide Higher Ed Initiative. Customized Course Catalog and Class Schedule reports to facilitate the production of paper catalog and schedule. Crestone 04/2005 – 052006 Student Administration Consultant/California Polytechnic University Consultant Created reports for the Admissions and Student Financials modules including Re-admit Report. Coded and Tested legacy data Conversion and Customizations to PS Contributor Relations 8. Facilitated design sessions which lead to the creation of an interface to existing Cal Poly scheduling applications. All Rights Reserved.1 implementation including HRMS / SA shared tables. Developed Third Party Contract application which processed students Term Activation. Designed and coded SQR and App Engine programs to load all Course Catalog tables. Created Data Mapping documents for the conversion of legacy mainframe data into Peoplesoft tables. Redesigned Giving Club process using SQR to accommodate specific Cornell club criteria. College 05/2006 – 10/2006 Position: Consultant Created SQR programs to load enrollment data from legacy systems. Student Biograghic / Demographic tables and Student Program / Plan stack data for the UMUC full suite Student Administration 8. Designed and coded Student Financials processes to assign Service Indicators for Maryland residents which impose State Sales taxes and processes which track inter/intra Institutional Funds Transfers. Customized transcript report process. Copyright 2010 Solution Beacon. Modified GL Interface process to produce extracts for Cornells accounting system. SF Equation Variable Roll and Equation Variable Load processes.
Redesigned Student Financials Corporate Billing process so that an ASCII file is created and used to invoice VCCS Corporate clients. Clarkson University (need dates and position) Rewrote Admissions Funnel Report so that Prospective student data would be included within totals. Fulltime / Parttime basis. developed unit test plans. University of New Orleans (need dates and position) Performed needs assessment. Documented application as well as future customization requirements. Configured and administered local client and server machines on AIX/Oracle 8i and Windows NT/MS SQL Server 7. Extract file included fields not displayed on PS delivered Standard Invoice Requests and addressed many College specific issues within the Virginia Community College System. Mobile Field Service and Help Desk application releases. On/Off Campus.0 platforms. Page 101 of 133 Prepared for MCCCD . Assisted with user training. Fit / Gap Analysis. Student Administration Developed technical design specifications. Inc. Performed application upgrades when migrating changes from development to production database instances. modified PeopleCode and COBOL enrollment engine programs. Facilitated incremental design and user reviews.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Developed interface to Campus Call system and strategy to process Mass Gift / Pledge load for Campus Call data.5x. Used Perl to develop automated and manual scripts in the performance of multi-platform and multi-browser testing of web and client/server applications. Project Management / Scoping and Implementation of Peoplesoft CRM 8 Help Desk Module. Displayed totals by Plan within Program so that administrators could better estimate how many student Prospects are necessary to obtain a certain number of admitted students within certain majors. LLC. Hosted roundtables with DBA‟s and other technical staff to address LDAP / Active Directory issues. Report broke out headcounts based on Academic Program. Developed a proposal for integrating Peoplesoft SA security with LDAP. PeopleSoft. and 7. FTE‟s as well as other criteria. Maintained and administrated local databases and codelines in versions 7. performed unit and regression tests for delivered PeopleSoft Student Administration applications. Performed 80% of work remotely. Assisted / Mentored Cornell staff with Peoplesoft related methodology.6 so that incidents reported from Global Support Center could be resolved in any of these Student Administration/HR-based versions. All Rights Reserved. Facilitated meetings with users to define requirements. management and directors. Plan. 7. Virginia Community College System (need dates and position) Created Student Enrollment Summary Report which tallied head count for any of the 23 Institutions within the VCCS system. Copyright 2010 Solution Beacon. 01/2000 – 08/2001 Position: Senior Applications Developer. Customer Relationship Management (CRM) Ensured the quality of PeopleSoft‟s Quality. Applications Engineer. and performed problem determination and troubleshooting of installation scripts and application errors. Created Prototype for UNO which highlighted the Help Desk functionality to the user community.0x.
Provided extensive interface with Argentine. Created the complete documentation for the application. Position: Senior Programmer/Analyst Copyright 2010 Solution Beacon. Created JCL and Procedures to execute Jobs. technical analyses and preliminary design documents. and assisted in unit and regression testing. Migrated the changes to Q/A and production regions. Modified and tested the COBOL/VSAM code changes. Trained operations staff. Brazilian and Mexican users and developers. LLC. Created time and cost estimates. Created executables to invoke TCPIP for automatic file downloads. Modified existing billing systems for account posting. of Housing and Urban Development‟s Real Estate Assessment Center systems. NJ and Florida (COBOL/VSAM) applications for creation of common layout feeds. All Rights Reserved. Inc. made purchase recommendations.0/MS Access as display and reporting method for transmissions. Provided extensive Accounts Payable/Receivables billing systems development and support. Documented the complete process. 08/1994 – 06/1995 Page 102 of 133 Prepared for MCCCD . Created GUI screens using Visual Basic 4. identified and modified existing NY. Assisted in the design and implementation of Revolving Credit Card products for Latin American markets. Reviewed the Dept. HIP Health Plan of Florida 07/1997 – 07/1999 Position: Senior Programmer / Analyst Assessment and analysis Developed Centralized ID card printing application. Florida Power and Light 06/1995 – 07/1997 Position: Senior Programmer / Analyst Designed and implemented an Electronic Data Interchange (EDI) system for commercial and industrial clients. Populated electronic commerce layouts transmitted to client banks (810 / 820) using batch COBOL/CICS/DB2. Redesigned the Electronic Certification System for the US General Accounting Office (GAO). Documented system. Identified and modified the (COBOL/CICS) applications for Y2K compliance. of the Treasury‟s specifications as well as current GAO procedures. Evaluated several Y2K analysis tools.012000 Position: Lead Technical Analyst Assessment and analysis Validated and verified Dept. Certified Vacations. American Express/Latin American Technologies 08/1996 – 02/1997 Position: Senior Programmer / Analyst Designed and implemented processes Developed strategies which streamlined testing and implementation processes for business partner (hotels / airlines) agreements within the Travel Related Services Department. Modified and created (COBOL/DB2/some IMS) reporting processes according to user and partner specifications.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 MIL Corporation 07/1999 . utilized analysis tools to identify possible Y2K anomalies.
Washington. Major systems included: Vendor Payments. Major systems included: Maturing Securities Tracking. All Rights Reserved. Page 103 of 133 Prepared for MCCCD . Coordinated the development of the interface between airline and hotel systems. 07/1992 – 08/1994 Position: Senior Programmer/Analyst Participated in the full project life cycle development of online (CICS/DB2) and batch systems for Marketing Information Systems Department. Smith Barney/Shearson Inc.0 PeopleSoft SA and CRM 8.0 Copyright 2010 Solution Beacon. refined user requirements. Howard University.C. DDA and uniform product statements. LLC.e.. designed screens. Enhanced new and existing application systems using structured methodologies. coded online and batch programs. performed general maintenance/special requests and monitored nightly production streams). Asset/Commissions Goals Entry. and Smith Barney/Shearson merger.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Maintained and developed online and batch (COBOL/CICS/VSAM) systems for travel/vacation package provider. D. Account Bookings. Chase Manhattan Bank N. RECOGNITION/CERTIFICATIONS People Tools 8. EDUCATION BBA. 07/1988 – 07/1992 Position: Programmer/Analyst Maintenance and development Obtained proficiency in maintenance and development of large (COBOL/CICS) business applications (i.A.
0. groups Solution Beacon. Illinois 02/2008 – 06/2008 Position: Oracle Applications DBA Environment: Oracle Version 10g. Responsible for finalizing configuration of the new Sun server for the upgrade project. Applications Release 12. Upgraded 11i applications from 11. FA.1. INV.5. and oracle United Linux 4. Experience Tuning and Monitoring concurrent Processing.8 to 11. ADcontroller. and UAT instances for full life cycle testing before the final Production upgrade to 12. CRP. Projects. Implemented OATM (Oracle applications Tablespace Model) for the 11. Applications Release 12. ADpatch.0.10. PO. 01/2007 – 12/2007 Page 105 of 133 Prepared for MCCCD . Completed implementing Single Sign On to integrate E-Business Suite with the Microsoft Active Directory. through work shifts/ queues/request sets. Receivables. troubleshooting Oracle iAS Version 10g (V10.5. Denver. Install Base. Auto upgrade.0. Upgrading. Proficient in using 10g Oracle Enterprise Manager (OEM) and Oracle Applications Manager (OAM) for Performance. of Energy.2 (GL.2.0. AP.10. ADadmin. AZ 07/2008 – 05/2009 Position: Oracle Applications DBA Environment: Oracle Version 10g. Created Application Clones using Rapid clone for post production support. Administration and Maintenance of Databases and E-Business Components Responsible for troubleshooting all workflow notification issues as workflow administrator Proficiency in Installing.8 to 11.9 to 12.10. General Dynamics.10. Budgets. Patching and implementation of Oracle Applications Release 12 Proficiency with several AD admin tools like Rapid clone.2) with REPCA. Applied required patches to application tier and database tier as post upgrade patches.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 intelligence for R12 applications. Dept. Contracts. CO 05/2009 – 09/2009 Position: Lead Oracle Applications DBA Environment: Oracle Database 11g. Migrated database from 9i to 11g along with platform migration from PA-RISC to HP Itanium. AR) Oracle United Linux 4. Washington Copyright 2010 Solution Beacon. Adsplicer.3 Created Application Clones using Rapid clone for creating test instances. Chicago Transportation Department – Chicago. AR. Applications Release 12.5. AP. database from 9i to 10G.5. Western Area Power Administration.5.2 (GL.5. iProcurement.6 in a RAC environment Responsible for Backup and Recovery using HP Data Protector Proficient in cloning and configuring Oracle Applications 12 using RMAN duplicate command and HP data protector Experience in installation. HP PA-RISC Lead Oracle Applications DBA for team of four DBA‟s for upgrading federal financials applications from 11.0. Responsible for upgrades of development and test instances from 11.4 (Oracle Services. Responsible for Applications and database performance tuning for the post upgrade.5. Scottsdale. Federal Financials) HP Itanium.2. LLC.2. Managers. Grants.184.108.40.206 applications. Mobile Field Service) Sun Solaris 5.4 and.2 with database upgrade from 9i to 11G with split configuration. etc.0. All Rights Reserved.4. Applications Release 11.6 Senior Production Applications DBA on Oracle Version 10g.2 along with platform migration from PA-RISC to Dell server running Oracle Enterprise Linux 5.10 Single-handedly upgraded CRM Applications from Release 11.8 to 11. Responsible for upgrades of Development. LLC – Seattle.
2. LLC.10.1 to Release 11. and monitoring of alert logs Had done several Application Clones using both custom methods and Rapid clone Utilities Proficient in using Release 11i application System Administration responsibility Experience Tuning and Monitoring concurrent Processing.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Client: Hewlett Packard Outerbay 01/2007 – 12/2007 Position: Outer Bay Live Archive Consultant Environment: Oracle Versions 10g/9i. Providing Backup & Recovery solutions using Legato Involved in the installation and configuration of Application Server 10g infrastructure.5. Oracle portal 10g. Page 106 of 133 Prepared for MCCCD . Ohio 10/2001 – 12/2006 Position: Oracle Financials Release 11i DBA Environment: Oracle Version 9i. AR.10.2. AP. All Rights Reserved. SUSE 9. Upgrading. AP.5. PO. groups Implemented partitioning strategies for very large tables.0 Senior Production DBA for the past 5 years at Glimcher Realty Trust Single point of contact for the whole production support related to core DBA.5. PA. FA. ADpatch.5.5 to Release 11.5.11 Developed programs using shell scripts to generate reports in oracle applications like standard reports. ADadmin. Responsible for providing lead DBA support for Operations and Technical leadership for code migrations and Test builds Day to Day Activities Include General Database Tuning. Integrity.1.5. and FSG reports and e–mailed those reports to different malls by implementing various rules in GroupWise Customized the printed purchase order report to work with optio as per the client requirements Developed scripts to modify tax books after initial mass copy from corporate books Copyright 2010 Solution Beacon.2 Set up of Discoverer EUL and provided technical support for Discoverer Administrator.8.2 in various steps (first upgraded from Release 11. Developer.1 to Release 11.1. and functional issues Installed Release 11. Adsplicer. Managers.7.10.27 to 1. Applications DBA.1.5.8). Last year upgraded from Release 11.8 to Release 11. Support users with different issues on using Discoverer Admin and Discoverer Desktop versions Upgraded Jinitiator from 1.5.1 Oracle Applications using Rapidwiz on Sun Solaris 2. Applications Release 11. GL. while retaining user and application transparency Responsible for Install Live Archive software and implementation at various client sites Responsible for upgrading live archive software with latest patches and releases Responsible for creating history upgrade scripts for synching production database and history database Glimcher Realty Trust – Columbus.2 from Sun Solaris 2. PO. AR. (PA. etc.5. Patching and implementation of Oracle Applications Release 11i and Proficiency with several AD admin tools like Rapid clone. Applications Release 11. SunSparc. then from Release 11. Auto upgrade.5. CM).5. Responsible for Availability. (OM.10. through work shifts/ queues/request sets.0 Proficiency in Installing.10. space/extent management for objects.2 including database migration from Version 8i to Version 9i Migrated Applications Release 11. GL.6 to SUSE Linux 9.6 Responsible for Oracle E–Business Suite upgrade from Release 11. Troubleshooting. Security and Performance of the Financials database Written and Maintained Several Monitoring shell scripts to provide and check progress of backups. ADcontroller.5. INV) SunOS 5.8 OuterBay's ADM (Application Data Management) Suite is an archiving software and relocates inactive data – what users may consider closed transactions to less expensive servers and storage technologies.5. and Discoverer 10.
Applications Release 11. GL. iProcurement). LLC – Seattle. Sun Sparc Technical lead for the interfaces. Developer Environment: Oracle Version 8i.3 (PA. CE. cash in transit report. and general ledger 180 characters report Created new reports for Supplier Terms. budgets. PA. PO. Invoice and Distributions Count by Development as per the client requirements Customized project supplier invoice workflow.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Vartec Telecom – Dallas. printed purchase order report. AR. AP. and tasks into Oracle using standard APIs Customized the PO Account generator and the FA Account Generator workflows Customized Supplier entry form as per the client requirements Customized the invoice batch form for automatically populating the account information from the profile Customized purchase order report as per the requirements of the evergreen check program Developed custom program for populating inventory items information into various organizations from the item master organization Customized invoice AP invoice aging report. FA. A/P trial balance report. Projects. customizations and conversions for PA.3 (PA. and BIS for Financial intelligence and Purchasing Intelligence of Release 11i applications Performance optimization of various concurrent programs using Oracle TKPROF and EXPLAIN PLAN Loaded Employee information into Oracle HR using Oracle standard import process Supported database administration tasks by applying the latest patches to HR. Texas 03/2001 – 06/2001 Position: Technical Consultant (DBA. Texas 07/2001 – 10/2001 Position: Oracle Applications Release 11i DBA. GL. FA account generator workflow. CE. Washington Project: Omni International – Irving. GL and INV modules Experience in Performance Tuning of Oracle Server and Applications Developed vendor conversion program for loading vendors from legacy system into Oracle payables Developed programs for loading projects. and tasks into Oracle from MRI using Oracle standard APIs Copyright 2010 Solution Beacon. All Rights Reserved. and invoices on hold report to group by various organizations Implemented function security to restrict users access against various functions of the iProcurement Loaded catalogs data from internal and external sources for iProcurement Project: Glimcher Realty Trust (KPMG) – Columbus. AP. and tasks into Oracle from the Legacy system using Oracle standard APIs Implemented Oracle Discoverer. SunSparc Loaded projects. AP). FA. Applications Release 11. PO. Ohio 10/2000 – 03/2001 Position: Technical Consultant (DBA.5. GL trial balance report. LLC. and assisted in Database and application tuning Customized project expenditure details report. FA. PO). and AR modules.5. payment analysis report. Developer) Environment: Oracle Version 8i. FA and AR Responsible for applying patches and database administration Modified workflow account generator for projects to change the company and account segment from the default values Loaded customer customers and invoices into AR and assisted in AR functional setups Loaded projects. Supplier Payment History.1 (PA.5. PAY. GL. invoice payment register. FA. GL. Developer) Environment: Oracle Version 8i. IBM RS6000 Responsible for applying patches and database administration Technical lead for customizations for AP. Page 107 of 133 Prepared for MCCCD . Applications Release 11. AP. and project web employees account generator workflow Solution Beacon.
AR. PO).3. AP. GL. LLC. Inventory. and PL/SQL Developed UNIX shell scripts to automate the data load process Developed ACH payment outbound program for employee expenses reimbursement Prepared conversion and interface requirements documentation using the Oracle AIM Methodology Project: Essilor of America (PWC) – Tampa. OE).3. CE.7 (GL. The financial system contains PO. Applications Release 10. and supporting the technical team with database administration Developed conversion programs for AR customer conversion from PeopleSoft and prepared the testing and migration procedures Developed interface programs for AR auto invoice interface and prepared the testing and migration procedures Developed conversion program for loading customer calls from the PeopleSoft Created custom reports for reporting conversion and interface errors Developed SQL*Loader scripts in support of the conversion of legacy General Ledger data into Oracle General Ledger Implemented oracle cash management and oracle payables for Motel6 Developed EDI interfaces for loading bank statements (from Chase) into Oracle cash management.3/HP–UX and Oracle Applications 10. Draw form and report are useful for sending the project expenditure and invoice information to a bank. Page 108 of 133 Prepared for MCCCD . Developer) Environment: Oracle Version 7. Florida 08/1998 – 02/1999 Position: Technical Consultant (DBA. HP K series Oracle Financials DBA utilizing Oracle 7. FA. and systems level Copyright 2010 Solution Beacon. addresses. so that the bank will draw the amount from the loan amount Project: Motel6 – Dallas.7 SC on HP systems.7 NCA (GL.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Loaded project expenditures into Oracle from MRI using Oracle Transaction import Loaded chart of accounts by populating various segments of the accounting flexfield Developed conversion programs for converting 1999 GL Summary data into Oracle financial systems from legacy MRI systems Developed conversion programs for converting 2000 GL Detail data into Oracle financial systems from legacy MRI systems Developed GL interface program to load GL detail entries in to Oracle on weekly basis Developed conversion programs to load vendors. All Rights Reserved. apply patches on the client and the server.7SC/PROD16. AR. SunSparc Responsibilities include tuning various modules of the financial application. performance tuning at database. Applications Releases 11i.4. 10.4.1 and supporting 8 different production and testing instances. AR and OE Responsibilities include Install and Support Oracle Financial Applications Release 10.3. AP. Motel6 receives daily funding files and monthly checks paid files from Chase Bank in EDI format Developed EDI medical interfaces for loading external medical checks into oracle cash management Developed interface for loading external payroll checks information into Oracle cash management using SQL*Loader. Texas 03/1999 – 09/2000 Position: Technical Consultant Environment: Oracle Versions 8. AP. and contacts into Oracle from the MRI database Developed conversion programs to load assets information into Oracle using mass additions Loaded employees into Oracle from MRI using employee base tables Developed EDI interfaces for loading bank statements into Oracle cash management Customized workflows for FA account generator and purchasing account generator Developed custom draw form and draw report for oracle projects. create scripts for converting the test database to the production database. 7.
indexes.3.3. and the financial management system controls General Ledger/Payroll/ and Accounts Payable Installed Oracle RDBMS Version 7. All Rights Reserved. The database sizes vary between 20 GB to 180 GB Install. The advanced patient management system controls the patient information. database creation. HP K and T series Systems DBA utilizing ORACLE/HP–UX platform for 30 different production and testing instances running on HP for South Land Corporation. database reorganizations. Page 109 of 133 Prepared for MCCCD . creation of users. and database reorgs using exports and imports Allocation of disk space for tablespaces and distribute datafiles on different disks and I/O channels to reduce disk I/O Monitor and manage the space utilization within the database using capacity planning using exports/imports and Platinum TS–Reorg Project: EDS – Plano. Participated in Release 10. creation of responsibilities.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Tune various modules of the financial application by running TKPROF utility after collecting the trace information Implemented the oracle process manufacturing and oracle financials to integrate GL and AR with OPM through automated open interface processes Development of open item interface into Oracle Inventory. redo logs. database availability. LLC. PO). defining value sets. upgrade. Applications Release 10.7 (GL. migrate and support Oracle Versions 7. Omni backup. defining printer styles and drivers.4 on HP 10. and registering applications Provide database security at different application levels Provide Oracle backups and restores using HP Omni backup. 7. Texas 09/1996 – 08/1997 Position: Oracle Database Administrator Provided database administration for various systems of the Advanced Patient Management System and the Financial Management System for IMN. and database recovery Copyright 2010 Solution Beacon.1 on the Oracle Financial Systems for the South Land Corporation. AP. creation of concurrent programs and executables.3/ 8.20 and create SQL*Net Configuration files. and views Provided system support in the areas of database backups.3. and I/O activity for better database performance Allocation of disk space for tablespaces and distribute datafiles on different disks and I/O channels to reduce disk I/O Monitor and manage the space utilization within the database using capacity planning using exports/imports Provide database administration and support services for systems availability. and database and systems performance tuning IMN – Irving.02/10. database memory allocation.3.7 SC/Prod16. Austin Provide Oracle backups and restores using Alexandria and HP.3 on DG UNIX Systems and created multiple instances for production and testing databases Created and allocated system storage requirements for the primary database storage structures like tablespaces. Apply bug patches for the existing software Install and Support Oracle Applications Release 10. and importing invoice information into Oracle Payables Provide system administration functions such as tuning concurrent managers.0. Texas 08/1997 – 07/1998 Position: Technical Consultant (DBA) Environment: Oracle Versions 8. and Legato Networker using RMAN Perform database and application performance tuning using the estat/bstat and TK Prof Monitor and tune the rollback segments.7 NCA installation at Collective technologies. tables.
Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Provided capacity planning.0. LLC. accounts payable. and HTML for various purposes of applications development on Sun OS RFI Corporation – Lafayette. and ReportWriter 2. and work center status report The initial prototype of the system was developed using SQL*Forms 4.2 on Sun OS System and created multiple instances for testing databases Provided Oracle performance tuning. purchasing. Andhra University.2.S. Citizen Copyright 2010 Solution Beacon.0. Page 110 of 133 Prepared for MCCCD .0 clients and Oracle 7. Reports and transactions were developed for work in process. India CERTIFICATION Certified Oracle Database Administrator by the Oracle Corporation IMMIGRATION U. The application consists of operations performed at various departments. This service level reporting system generated a series of service level reports on managed CPE network components Provided Database Administration support for database size estimation and for system storage requirements for the primary database storage structures Installed Oracle RDBMS Version 7. and used Oracle Export and Import utilities to reorganize the database Monitored and optimized the performance of the database by database tuning Developed and maintained numerous programs and reports in Pro*C and PL/SQL for various purposes of applications development on DG–UX MCI – Richardson. Pro*C. University of Southwestern Louisiana. development and administration of service level reporting system for MCI‟s Customer Premise Equipment (CPE) managed service customers. and point of sales reports Extensively used dynamic data windows and User Objects The application was written in Power Script and SQL The system consisted of PowerBuilder 3. Louisiana 12/1994 – 6/1995 Position: Programmer/Analyst Designed and developed a manufacturing information system for a jewelry manufacturing company. inventory.0 back–end EDUCATION Masters of Science in Engineering. Texas 08/1995 – 08/1996 Position: Oracle Database Administrator Involved in the design. accounts receivable. Louisiana 06/1994 – 11/1994 Position: Programmer/Analyst Designed and developed a point of sales order processing system for a major restaurant chain The system performed order entry. The interfaces to load data from external systems were developed using Pro*C The data from the external database into Oracle database was loaded using SQL*Loader RFI Corporation – Lafayette. bill of materials. and maintained database security Responsible for backup and recovery of database instances Used Oracle SQL*Loader for loading data from Paradigm system into Oracle database Developed and maintained numerous programs and reports in PL/SQL. All Rights Reserved. open batch status reports. LA (1992–1995) Bachelors of Science in Engineering.
Payroll. Pick Forms 4.X/6i/10g. Susan has successfully led numerous full cycle global ERP implementations/reimplementations. Approvals Management (AME). All Rights Reserved. Business Objects UNIX Shell Programming. Manufacturing (Pick Database). LLC – Seattle. Ringmaster. LLC. Purchasing. Payables. 9i. Reports 2. regional and national conferences (OAUG/OOW/IOUG/ODTUG) on both functional and technical topics and has co-authored two books: The ABCs of Workflow for E-Business Suite Release 11i and Release 12 and The Release 12 Primer – Shining a Light on the Release 12 World. XML/BI Publisher. Oracle Versions 7. Custom financial. Cash Management. supply chain and CRM applications. Sitescope Monitoring. WinRunner. upgrades and assessments Copyright 2010 Solution Beacon.X/6i/10g. Applimation Integra Codebase (Change Manager). Susan‟s expertise spans all releases of Oracle and she is well recognized in the industry as a Release 12 technical expert. Alert. Purchasing.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 RESUME OF SUSAN BEHN: PROJECT LEADERSHIP TECHNICAL SUMMARY Applications: Oracle Applications Releases 9. Washington 05/2002 – Present Position: Vice President of Technical Delivery Provide Engagement management and quality assurance multiple concurrent projects for training. Shining a Light on the Release 12 World The ABCs of Workflow for Oracle E-Business Release 11i and Release 12 RDBMS: Oracle Tools: Other Tools: Languages: Certifications: Publications: PROFESSIONAL SUMMARY Susan has over 26 years experience working with Information technology which includes Oracle applications since 1993. System Administration. Public Sector Financials. Forms and OA Framework personalizations Toad. Management experience in manufacturing. Mercury LoadRunner. Fixed Assets. Page 111 of 133 Prepared for MCCCD . upgrades. iProcurement. 11i. PL/SQL. SQL*Plus. EXPERIENCE Solution Beacon. 8i. GELCO Travel Manager. 12 Hands on experience in General Ledger. Workflow.6. Applimation Integra Apps (Setup Reporter). ODTUG and OOW Co-author of the Release 12 book Co-author of the Workflow book for Release 11i and Release 12 Client project management and consulting services for implementations. SQL*Loader. Distribution. implementations and development services Prepare Statements of Work and Proposals Deliver sales presentations Staff management and mentoring Responsible for delivery team budget and business plan Develop and deliver a variety of presentations and training at local and national user group meetings including OAUG. 10. TestDirector. IOUG. Susan presents frequently at local. Unidata.5/2. upgrades and rapid migrations. Workflow Builder 2. HTML Certified by Logical Apps to implement the AppsRules product and train AppsRules users The Release 12 Primer. 10g. Susan has led and participated in numerous assessments in a multitude of commercial and government industries providing recommendations and solutions driven to meet the needs of clients.
5. New Hartford. Hereford.10. LLC. effort and risk associated with the Release 11.5.2 Project: General Dynamics C4 Systems Position: Engagement Manager . effort and risk associated with the Release 11.5.0. Huntington. extensions.3 reimlementation Provide recommendations.5.2 upgrade and recommend upgrade performance strategies to minimize the upgrade downtime window Provide engagement management for the upgrade to 11. effort and risk associated with the Release 11.Release 12 Upgrade – Financials and CRM Provide oversight and for Release 12 upgrade in process Perform quality assurance assessments Project: Sun Life Insurance – Toronto.10.2 Implementation (UK site) Reimplementation (NY and WV sites) Provide engagement management and oversight for: Implementation of Financials and Manufacturing Modules with custom quality solution at the UK site with go-live scheduled for July. Canada Position: Release 11.2 Upgrade Assessment/Health Check Assess the impact.8 to Release 11.2/Release 12 Reimplementation Global Design Assessment On site analysis and development of a resourced and detailed project plan to reimplement applications in either Release 11i or Release 12 and implement applications at the UK site Assess the impact.5. Release 11. 2010 Re-implementation from 11. reports. reduce downtime window and follow standards Project: McGraw-Hill – Columbus.5. disadvantages and impact of R11i versus R12 Global solution template design to include requirements for three sites Functional design of a cost solution. change from average costing to standard costing Functional design to convert to corporate chart of accounts Technical analysis of custom forms. OBIEE with custom solutions for media and entertainment utilizing SOA products Project: General Dynamics Armament and Technical Products Position: Engagement Manager .10 upgrade Provide recommendations to minimize risk. advantages. NY. effort and risk associated with the Release 11.10.5. follow best practices.5. WV.3 to 11.5.10. interfaces. Page 112 of 133 Prepared for MCCCD . All Rights Reserved. UK (in progress) Position: Engagement Manager Release 11. Culver City.8 to Release 12 upgrade Assist with the development of the project plan for the upgrade Copyright 2010 Solution Beacon.10.5.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 SELECTED SOLUTION BEACON ENGAGEMENTS Project: Special Metals. and workflow Functional and technical approach for data conversions Data archiving strategy Project: SDI Media.10. Ohio Position: Release 12 Upgrade Assessment Assess the impact. CRM.8 to 11. CA (in progress) Position: Engagement Manager Release 12 Implementation Provide engagement management and oversight for global Implementation of Financials.Release 11 Upgrade Assessment and subsequent Upgrade Project Lead the team to assess the impact.0.2 at NY and WV sites with go-lives scheduled in 2011.2.
Procure to Pay Implementation Manage the technical effort for interfaces and data conversion for Order to Cash and Procure to Pay processes Interfaces with Red Prairie WMS Data Conversion from GERS Project: AmeriCredit Corporation– Fort Worth. Remediation and Training Workflow assessment – evaluate health of workflow system and remediate errors or problems Copyright 2010 Solution Beacon. Texas Position: Lead Development Effort for Customizations/AME Implementation Approvals Management Engine (AME) – Implemented AME for requisitions and requisition change orders Created custom attributes to facilitate approvals based on signing limits at employee/company level Integrated workflow timeout functionality with AME Utilized pre–approval functionality for subject matter approvals XML Publisher – customized reports using XML Publisher Workflow Development – Created a custom workflow to provide notification of inspection Project: Lone Star Steel – Lone Star. Oracle Diagnostics. Talent Management.9 to Release 11. Page 113 of 133 Prepared for MCCCD . extensions and personalizations Provide recommendations to minimize risk and follow best practices Project: Antares Management Solutions – Beachwood. Canada Position: Technical Training for Release 220.127.116.11 Upgrade Provided training for the Workflow. Ohio Position: Project Manager – iProcurement Implementation Approvals Management assessment for iProcurement and Payables High Availability Hardware Assessment – Review impact on interfaces Project: Sun Life Insurance – Toronto. Compensation Workbench and Oracle Advanced Benefits Implement Approvals Management (AME) for HRSS and iRecruitment Vacancy Approvals Project: S & C Electric – Chicago. Texas Position: Workflow Assessment. All Rights Reserved.2. Illinois Position: Technical Manager – Upgrade Assessment Assess the impact. effort and risk associated with the Release 11. Kentucky Position: Engagement Manager/Technical Manager – Order to Cash. XML Publisher and OA Framework Personalizations Project: Camping World – Bowling Green.5. iRecruitment. Ohio Position: Security Assessment Document recommendations. LLC.5. remediation and level of effort required to bring security settings in line with recommended security best practices and standards Document recommendations.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Project: DHL Exel Supply Chain Americas – Columbus. remediation and level of effort required to segregate duties for System Administration Project: Panhandle Energy/Southern Union Group – Houston.10 upgrade for customizations. Texas Position: Technical Manager – HR Implementation Manage the technical effort for upgrade of core HR and implementation of HRSS.
5. Ohio Position: Project Manager Lead technical assessment. administration and troubleshooting in classroom setting Project: Capital Blue Cross – Harrisburg. security.10 upgrade Forms 6i Personalizations training – teach 6i Personalizations course in a classroom setting Workflow training – teach workflow overview. administration and troubleshooting in classroom setting Provide recommendations for best practices in the areas of customizations. management of applications.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Workflow training – teach workflow overview. Texas Position: Project Manager/Development Lead Manage project to provide end–to–end performance analysis of the production environment across the entire application.3 to Release 11. data conversion assessment and evaluation of enhancements Manage re–implementation of Oracle GL.5.5. enhancements. California Position: Development Lead Lead the effort to migrate custom code from Release 11. FA.3 to Release 11. administration and troubleshooting in classroom setting Direct development effort for upgrade of customizations. Maryland Position: Technical Manager Managed technical team responsible for bug fixes and enhancements to the National Institutes of Health Business System Copyright 2010 Solution Beacon. technology stack and network Recommend Best Practices in the area of Oracle E–Business Suite configuration Identify additional performance opportunities specific to the environment and application Project: Cisco/Linksys – Irvine. LLC. All Rights Reserved.10.9 to Release 11. Page 114 of 133 Prepared for MCCCD .0. enhancements and interfaces from Release 11.5.10 Assist team in modifications to customizations as necessary Design test plans for customizations Lead testing effort for customizations Correct customizations that did not meet Oracle standards for custom applications Project: Frontier Airlines – Denver. setup.2 Project: Progressive Insurance – Cleveland. setup. setup. Pennsylvania Position: Customization Assessment/Lead Development Effort for Customizations/Provide Training Assessment of customization upgrade requirements and recommendations for Release 11.0. infrastructure and workflow setup and administration Project: Rexel USA – Dallas. Colorado Develop custom reports using Oracle Reports 6i for PO and GL Develop custom PL/SQL packages to move blob data from Oracle tables to external files accessed via a web link Project: National Institutes of Health – Bethesda. AP and PO Train staff on utilization of Oracle Diagnostics to validate data conversion and troubleshoot issues in Oracle Applications Develop forms 6i personalizations and OA Framework Personalizations Develop custom purchase order using XML publisher Workflow training – teach workflow overview.
Helped teach employees tuning and coding tips to comply with Oracle Application standards Upgraded from Oracle Applications Release 10. training material upgrades and documentation improvements for AppsRules product Paymentech. Oracle Reports 6i. SQL*Plus. PL/SQL. Oracle Payables (AP) and Oracle Fixed Assets (FA) from a fiscal to calendar year by modifying the database using UNIX and SQL*Plus scripts. Year–end was successfully processed without any issues Copyright 2010 Solution Beacon. This method was chosen to preserve history and detail. SQL. UNIX Scripts. – Dallas. CM and PO Implemented Logical Apps AppsRules product Taught AppsRules implementation and usage Converted all existing CUSTOM.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Prepared Internal Business System Audit package for 2004 and 2005 Utilized Integra Apps to track differences in instances and track changes in production over time periods for auditing and control Responsible for change control process for all production changes Planned/Managed project to upgrade database from Version 8i to Version 9i Maintained on–going project plans and prepare presentations for Management Team Implemented Applimation Change Manager for version control of software changes Wrote and implemented custom library methodology and standards for multi–developer environments Developed custom extensions using PL/SQL. Provided implementation assistance for Release 11. maintain and debug custom code extensions. triggers and other Oracle objects Established cloning guidelines and procedures for production support Mentored and trained development staff to ensure best practices for customizations and interfaces between Oracle and legacy systems Conduct code reviews to ensure quality of all customizations and extensions to Oracle Applications. CM. Minnesota Taught Logical Apps AppsRules implementation and usage Project: Logical Apps Partner Support for Implementations and Training Implemented Logical Apps AppsRules product at various clients and provide 3–day quick start training for those clients.5 to Forms and Reports 6i. AR. UNIX. Shell scripts. Arizona Prepared conversion plan for Trading Community Architecture and teach developers how to use APIs for TCA interfaces Project: Josten’s – Minneapolis. Key contributor to product enhancement suggestions. the custom library and other tools to develop.pll to AppsRules rules Provided production support for GL. LLC. AP.5. Texas 12/2000 – 05/2002 Position: Oracle Financials Developer Utilized Forms & Reports 6i. SQL scripts. Develop test plans and patch implementation plans Converted Oracle General Ledger (GL). PO and GELCO (bolt–on product) Key member of team to implement change control procedures for all production changes Project: General Dynamics – Scottsdale. Page 115 of 133 Prepared for MCCCD . All Rights Reserved.7 to Release 11i in 12 weeks Upgraded custom forms and reports from Forms 4. SQL*Loader and Workflow Created/Utilized Mercury LoadRunner scripts for load testing and bulk data updates Implemented Oracle development standards for all extensions including forms. AR. analyze.5 and Reports 2. PL/SQL.8 Public Sector implementation of GL. Inc. AP.
payroll. distribution. Texas 12/1987 – 06/1996 Position: Manager. Software applications include international accounting. Texas 06/1985 – 12/1987 Position: Systems Designer Designed. developed and maintained custom financial. Inc – Grand Prairie. 2000 mid quarter convention year and the Job Creation and Worker Assistance Act Implemented multi–org to accommodate purchase of a foreign business Developed custom PL/SQL procedures and custom workflows to automate journal import and posting from external systems Home.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Re–created the tax books to reflect a 1999 merger/short tax year. Convert legacy data from Unidata to Oracle and integrate other legacy systems with Oracle. Unidata and Pick databases. (Pick Operating System) Systems Management. Provide all user training for these applications. Page 116 of 133 Prepared for MCCCD . and manufacturing applications Directed the implementation of Oracle General Ledger. This includes benchmarking a sample of current applications on hardware for a short list of vendors and creating senior management presentations for fund approval Designed. manufacturing and distribution applications specializing in finance and payroll Converted payroll applications from a custom payroll system to ADP Developed corporate coding standards to standardize all legacy custom applications The Whitehall Group. multi–state payroll. Texas 02/1984 – 06/1985 Position: Systems Designer Provided custom programming for an accounting. Texas 06/1996 – 12/2000 Position: Manager Developed a high level of patience while providing functional and technical support in all areas of home and family development SpectraVision. All Rights Reserved. FA and other custom applications Led the requirements and design phase of a custom customer database application using Oracle Case tools Planned and executed the upgrade from Oracle Applications Release 9 to Release 10 Managed the conversion of all custom applications from Pick database on an IBM mainframe to the Unidata database on a UNIX platform. LLC. developed. The implementation was completed successfully at year end as planned Designed and developed consolidated financial reporting using Business Objects and SQL for Oracle GL. – Dallas. Inc – Richardson. (Pick Operating System) Copyright 2010 Solution Beacon. Inc – Rockwall. Business Systems Directed development. AP. payroll. implemented and maintained a marketing application to identify potential clients and schedule appointments. Accounts Payable and Fixed Assets. custom applications for hotel movie systems and related products. The conversion was completed ahead of schedule Managed software development and support staff of 15 employees Managed the team for selecting and implementing Data General hardware with the UNIX operating system and Unidata and Oracle databases. inventory and service software package written for the trucking industry. maintenance and implementation of hardware and software for all business systems using Oracle. Inc.
September. October. September. LLC. 2009 Oracle Approvals Management (AME) Case Studies for AP. Customizing and Personalizing AME for AP Invoice Approvals Copyright 2010 Solution Beacon. TX. 2007 Implementing. PO and HR Customization Reduction with Forms and OA Framework Personalizations Maximize Efficiency of Oracle E-Business Suite Release 11i/12 through Diagnostics Workflow Troubleshooting in Release 12 Reporting Roadmap for Oracle EBS Customers OAUG. November. April. Dallas. CO. All Rights Reserved. CA.6 Advanced PL/SQL Extending Applications: Forms 6i Oracle – Functional Oracle Alert Oracle General Ledger Oracle Assets Oracle Payables Oracle System Administration PRESENTATIONS OOW. Roles and Responsibilities in Release 12 – When Technologies Collide Repeatable. 2007 Implementing. Customizing and Personalizing AME for AP Invoice Approvals NCOAUG. Dallas. Business Administration. Page 117 of 133 Prepared for MCCCD . September. 2008 Administration of Users. San Francisco.S. Reliable – FNDLOAD Release 12 Security Recommendations Oracle Approvals Management (AME) Case Studies for AP. San Francisco. IL. Denver. August. PO and HR Workflow Troubleshooting in Release 12 OAUG and Road to Orlando Series. 2007 Implementing Oracle Approvals Management (AME) for Complex Approvals in AP and PO Workflow Care and Feeding SCOAUG. 2009 Oracle Approvals Management (AME) Case Studies for AP. FL. Major: Computer Science from Jacksonville State University – 1983 TRAINING Oracle – Technical Introduction to Oracle for Developers SQL*Plus & Application Tuning Relational Database Design CASE Methodology & Modeling Upper Case Techniques Oracle Workflow 2. May. PO and HR OOW.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 EDUCATION B. Orlando. PO and HR OAUG eLearning. Chicago. 2007 Implementing. TX. Customizing and Personalizing AME for AP Invoice Approvals Technical Foundation – Purchasing Oracle Diagnostics for Functional Users OVOAUG. CA. 2007 Oracle Approvals Management (AME) Case Studies for AP.
FL. June. Las Vegas. OH. Las Vegas. Developers and Superusers Application Security: What Are My Options? NEOAUG. 2007 Oracle Diagnostics for DBAs. 2007 Implementing. March. September. Washington. Atlanta. 2006 Using Personalizations to Give Your Self–Service Applications a Custom Look and Feel SCOAUG. Present & Future The Road to Nashville. 2007 Application Security: What Are My Options? Road To Vegas.10 SROAUG. 2005 CUSTOM. 2005 Advanced Security Controls without Customizations Repeatable. Cincinnati. November.10 Repeatable. May. NV. DC. April.10 Oracle OpenWorld Customizations and Extensions SIG.5. MA. September. 2006 Release 11i Forms 6i Personalization Feature New for Release 11. TX. Customizing and Personalizing AME for AP Invoice Approvals IOUG. MI. IL.10) Financials New Features NCOAUG Fall Apps Training Days. Reliable & Relative: FNDLOAD Release 11i Workflow Setup Forms Personalization – New for Release 11. June.10 Workflow for End Users OAUG. November 2005 ABCs of Workflow Setup Advanced Security Controls without Customizations OAUG Training Tuesday Webinar. Worcester. NV. Dallas. 2007 Release 11i Workflow Functional Overview ATLOAUG.5. MA.5. Customizing and Personalizing AME for AP Invoice Approvals OAUG.pll to Forms Personalization in Release 11. 2005 Copyright 2010 Solution Beacon. 2006 CUSTOM. 2005 Workflow Ins and Outs DCOAUG. 2006 ABCs of Workflow Setup Training Session Forms 6i Personalizations – From CUSTOM. Worchester.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 ODTUG.10 ODTUG. November. 2005 Release 11i Workflow Setup Release 11i Workflow Account Generator NEOAUG. October.pll Methodology at NIH: Past. Chicago. VA. 2006 ABCs of Workflow Setup Oracle Applications Release 11i (R11. Reston. 2007 Technical Foundation – Purchasing Oracle Diagnostics for Functional Users Implementing. Los Angeles. March. Chicago. October. Daytona Beach. April.10 NEOAUG. 2007 Release 11i Workflow Functional Overview Application Security: What Are My Options? Road To Vegas.5.5. LLC. CA. April. Worcester. Dallas. 2006 Workflow Ins and Outs Release 11i Forms 6i Personalization Feature New for Release 11. GA. Nashville.5. Reliable & Relative: FNDLOAD Oracle Applications and Technology Symposium. November. January. MA. TN. All Rights Reserved. Page 118 of 133 Prepared for MCCCD .5. IL. TX. March.pll Methodology at NIH and Forms Personalization in Release 11. 2006 ABCs of Workflow Setup Forms 6i Personalizations – From CUSTOM. June. Detroit.pll to Forms Personalization in Release 11.
Chicago. October. June 2005 Oracle Forms Development: Extending Applications the Right Way – NCOAUG. Page 119 of 133 Prepared for MCCCD . Orlando. LLC. June 2005 Oracle Development Technical User Group (ODTUG). 2003 Copyright 2010 Solution Beacon. June. 2005 Developing Form Extensions for Oracle E–Business Suite Customers – ODTUG. FL. August 2003 and MAOP. October.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Developing Form Extensions for Oracle E–Business Suite Customers. June 2005 Designer/Developer Expert Panel – ODTUG. OAUG Customizations and Extensions SIG.C. Washington. All Rights Reserved. Global HRIS SIG. 2003 Logical Apps – Insecure About Application Security?. D.
WA Position: PeopleSoft Consultant Assist with various PeopleSoft Projects 02/2010 – Present Circuit City Stores. and HRIT) Position: Manager. payroll. EXPERIENCE Solution Beacon. HR Information Systems 2007 to Present Led upgrade of PeopleSoft HRMS/Payroll that remained on time. Selected to transition HR operations to close. to achieve a common goal. developed and deployed Copyright 2010 Solution Beacon. both on-shore and off-shore. HR administration. Payroll. He is a successful project manager that can coordinate cross-functional teams. LLC. on budget and within the scope of the project charter Executed complete customization review. Page 120 of 133 Prepared for MCCCD . and surveys Web-based benefits health and welfare platform for employee enrollment into health plans Led a variety of ad hoc projects to enhance and streamline processes Online enrollment into Employee Stock Purchase Plan from a paper enrollment process Electronic pay (paperless check system) to reduce check processing and distribution costs. including payroll activities and negotiation of HR contracts (benefits. Inc 01/1999 – 12/2009 Position: Wind Down Team Member Handled the HR transition to close. trained and managed a team of analysts that monitored data integrity. All Rights Reserved. He is a very effective people manager that is able to match workers‟ strengths with appropriate roles. Benefits H&W. Timothy is a proven relationship manager with experience developing effective SLAs and client/vendor trust in a shared services and environment. LLC – Seattle. PEOPLESOFT HR/HCM TECHNICAL SUMMARY Applications: PeopleSoft HR Admin. Compensation. Leave Admin. over 3.000 custom objects retired (60%) Documented business requirements with internal business partners Coordinated systems integration and vendor interface testing Led cross functional team for user acceptance (HP Quality Center) Developed a communication and training plan plan Managed project implementation of new applications to promote employee access and system efficiencies Web-based application to facilitate employee and manager self service transactions Total compensation statement Compensation management tool to enable merit processing. HRIT. about $150. analysis. call center. He is a skilled data analyst and is able to present complex concepts in a simplified way.HRMS PROFESSIONAL OVERVIEW Timothy is a HRIS professional with 18 years of experience implementing database applications to improve business processes and enable data-based decision making.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 RESUME OF TIMOTHY WIGHT. HRO Call Center.000 saved annually Pension administration shift to a different vendor In source of 401(k) administration Off-cycle check reduction to standardize processes and reduce check costs Improvements to the Call Center IVR tree to simplify customer experience Hired. Retirement.
Retirement. and time-keeping Ensured SOX compliance of HR systems audits Integral part of a creative solution to a challenging outsourcing arrangement Developed high level strategy Developed class leading service levels Developed governance model Restructured support teams (both internal and vendor) Position: Manager. All Rights Reserved. including HR Admin. using an Access database to gather data from many corporate databases EDUCATION Bachelor of Science in Finance Virginia Polytechnic Institute and State University. talent management. compensation. and expenses Provided ad hoc analytical support Position: Operations Analyst 1999 .2005 Developed sales budgets totaling $5.1 billion. staffing levels. staffing. Virginia RECOGNITION/CERTIFICATIONS Six Sigma Green Belt Training Conference Board Strategic E-HR Seminar Towers Perrin Outsource Management Conference Copyright 2010 Solution Beacon. tracked and evaluated Service Level Agreements Provided leadership to and coordination of the in house HR professionals Negotiated solutions with the vendor to address contractual grey areas Authored a “State of the HRO” summary and presented to the senior leadership the need to renegotiate the contract for the HR function to operate successfully. Financial Planning & Analysis 2000 .Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 a series of scheduled customer reports.2000 Created a database to capture field leadership activity and share operational reporting. HR Operations (Relationship Manager) 2005 . tracked and reported on $21 million overhead expense budget Identified excess spending and eliminated $7 million in expenses Worked with leadership to deploy enhanced data mining capabilities to drive improved executive decision making Created weekly and monthly Access reporting to effectively monitor sales. operational measures. actively participated in system projects. Blacksburg. executive compensation. LLC. including on-line training. satisfied ad hoc data requests. and coordinated with leadership for optimal allocation Established. tool still used through 2009 Developed and enhanced the Weekly Business Summary operational reporting. an amended contract was signed in 2008 Position: Senior Analyst. Page 121 of 133 Prepared for MCCCD . Compensation.2007 Managed a $35 million HR outsourcing contract Developed. and coordinated activities with functional business partners Charged with oversight of outsourced support teams (75+ associates). HRO Call Center and HRIT Supported key departments in function and systems. Payroll. Benefits H&W. Leave Admin.
We discovered that due to the low number of customizations.2. less patching and down-timewindow along with better functionality and increased quality & stability of the features. The key to our success on this project (upgrading the GDC4S apps from 11 to 12) was the composition of the two teams (GDC4S and Solution Beacon). government and select commercial customers in the United States and abroad. They also needed to add a few additional customizations as part of the upgrade to accommodate lost functionality on their R12 SR form (installed at address). communications networking. General Dynamics C4 Systems (GDC4S) is a division of General Dynamics which develops and integrates secure communication and information systems and technology.000 employees worldwide. Release 12 was a better direction for GDC4S. With more than 10. Marine Systems (warships and nuclear submarines).2/RDBMS version 10gR3 or Release 12/RDBMS version 10gR3. better user interface.5. The second concern was that since they are a CRM centric company. The decision to go to Release 12 provideded a better return on investment by saving the cost of future upgrades. This was also a complex application footprint that included Mobile Field Service.5. It operates in four areas: Information Systems & Technology (command and control systems). The US government accounts for more than two-thirds of sales. database sizing.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Appendix B – Case Study General Dynamics C4 Systems Company Overview General Dynamics Corporation is a $27 Billion dollar. VA. but some of their customizations were medium in complexity. and Aerospace (business jets).9/RDBMS version 9i environment to either Release 11. amphibious assault vehicles. application footprints. Page 122 of 133 Prepared for MCCCD . Combat Systems (tanks. having a longer support period from Oracle. Solution Beacon Project Solution Beacon proposed doing a Release 12 Technical Upgrade Readiness Assessment. irrespective of the timing and release level selected for that environment. Their first concern was that they were not sure if they should go from their current Oracle CRM Applications Release 11. The project teams were Copyright 2010 Solution Beacon. Defense contractor headquartered in Falls Church. etc.5. GDC4S specializes in command and control. Selecting Release 12 would not negatively impact the interfaces to the financial environment. archiving. with other offices in Arizona and Massachusetts. Solution Beacon saw no reason why the CRM group should not opt to upgrade to Release 12 rather than Release 11.10. what impact would the upgrade have to their current CRM business processes/environment? GDC4S had very few customizations. computing and information assurance for defense. We ran the basic technical assessment including running scripts to find glaring performance issues. LLC.10. Solution Beacon was awarded the upgrade project which began in August of 2008. and munitions). All Rights Reserved. Business Problem GDC4S had two concerns in doing an upgrade.
Upgrade the apps Quality Assurance – emphasis on testing & re-testing Minimize and/or eliminate customizations wherever possible Direct and frequent communications to the team and sponsors to eliminate surprises An extensive and detailed Quality Assurance plan was developed by Solution Beacon and executed by the entire team to minimize the number of bugs and defects carried over into new prod instance. Solution Beacon was able to outline some of the areas in which process improvements and other Copyright 2010 Solution Beacon. both teams effectively managed their roles and responsibilities and were able to successfully complete their deliverables on schedule. the approach was very thorough and included multiple test upgrade iterations to accomplish: Perfect upgrade timings & minimal production down time during go live Solid definition and reinforcement of tasks. These were replaced with form personalizations. This resulted in unprecedented progress never before attained in R12. each iteration uncovered additional information and results from the prior Best Practices Software Methodology was planned and executed throughout the project lifecycle: Scope Control – to minimize the number of variables in the 1st phase of the project – i. Solution Beacon. Although multiple CRP cycles are our standard approach. Page 123 of 133 Prepared for MCCCD . This included leveraging internal resources as much as possible and using a single CRP along with one UAT as part of the overall plan. which are supported by Oracle and are included in the standard upgrade process which further reduces the efforts required to upgrade to the next release. GDC4S knows their business very well and Solution Beacon knows Oracle Applications. the R12 Upgrade process.e. responsibilities and approach for golive weekend Identification of the unknowns of a major upgrade such as R12. minimal customizations allowed us to include the second CRP cycle as only a contingent requirement depending on the success of the first CRP. The ability to perform business functions in the enterprise Field Service application and synchronize with MFS in both directions has never been performed in an R12 production environment. All Rights Reserved. Solution Beacon was able to eliminate all of the GDC4S Logical Apps rule customizations (these were not supported by Oracle). The complexity of the addition of the Mobile Field Service was resolved in a collaborative effort that included GDC4S. CRP and UAT phases were well managed and executed. Through team focused collaboration. and methodology very well. While streamlined. roles. Benefits Achieved Solution Beacon was instrumental in assisting GDC4S to make this important decision.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 extremely competent within their areas of expertise. and Oracle Corporation. This will be a major accomplishment for each organization involved in this project. LLC. A streamlined approach was utilized to minimize project related costs.
Additionally. Going with R12 has enabled GDC4S to get onto the most current Application platform. Move forward with their applications roadmap – no longer concerned about de-support – can move ahead with expanding their capabilities and offerings to their customers 2. GDC4S has the ability to stay current with their security patches which in the past while running 11. Single Sign On implemented to improve end user efficiencies 7. This has them in a position to avoid major upgrades for the medium term (min 5-8 years). Therefore. Improved business processes from the applications – R12 CRM apps improved and more efficient (ie security model for CRM apps) 4. Improved Security Model for the CRM applications 8. Page 124 of 133 Prepared for MCCCD . Additional benefits include: 1. This includes a new security model for their multiple business lines and users. Eliminating playing catch up from their roadmap they reestablished their priorities and can stay current with the security patches. Security Patching current 6. Eliminated customizations and replaced with personalizations – future upgrades these personalizations will be supported & not require any additional efforts 3.5. The General Dynamics CRM focus and the R12 impacts were positive for General Dynamics. General Dynamics IT team grew their skills and knowledge base from this experience – They have a much better understanding of the project lifecycle and Oracle applications. Copyright 2010 Solution Beacon. Solution Beacon team highlighted to General Dynamics the new functions and features offered in R12. their IT budgets and resources can focus on new features and functions and not playing techno catch up. All Rights Reserved.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 improvements could be made to better allow GDC4S to achieve return on their investment in the Oracle Applications. General Dynamics is comfortable with R12 and will utilize the new features and functions in future phases.9 they did not. Mobile Field Service functions not working in R11 now work in R12 5. LLC.
Case Study L3 Communications Company Overview L-3 Communications Electron Technologies Incorporated (ETI) is a leading provider of high reliability products to space and defense customers. Additional product lines include Electric Propulsion Systems for satellites and Traveling Wave Tubes for various military applications. With Solution Beacon‟s approach to knowledge transfer. overhaul. ETI designs and manufactures space qualified Traveling Wave Tubes. leading into a gap analysis. Development Lead. avionics. ETI is a division of L-3 Communications Holdings. Solution Beacon provided a team of local resources with hands on experience with Release 12 for the project covering Financials/Subledger Accounting.0.3 to the newest supported version. Having been on the same release for several years. Oracle Release 12. unlike one time training prior to go-live. LLC. using very senior consultants in key positions in order guide the project and provide knowledge transfer to the L-3 team wherever possible.0. display systems. Page 125 of 133 Prepared for MCCCD . wireless telecom gear. the vast majority of the L-3 staff had little or no experience upgrading the Oracle E-Business Suite and sought outside expertise for technical guidance. and technical services. and Applications DBA oversight. With the inherent risk of a significant upgrade from Release 11. Benefits Achieved By hiring targeted. Team leads commenced by conducting a series of workshops by business area demonstrating R12 functionality. which makes secure and specialized systems for satellite. and the first of three Conference Room Pilots. and marine communications. L-3‟s project had a successful go-live in April 2009.3 to a relatively new release (12). Commercial products include flight recorders (black boxes). All Rights Reserved. Traveling Wave Tube Amplifiers and Electronic Power Conditioners. and development expertise in customization remediation and migration. the L-3 staff received ongoing exposure to and guidance around the applications and the extensive growth in functionality contained in the new release. Business Problem L-3 ETI‟s use of an older de-supported version of the Oracle E-Business Suite dictated the need for an upgrade from Release11.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Appendix C. Copyright 2010 Solution Beacon. The US government (primarily the Department of Defense) accounts for about 80% of the company's business. Solution Beacon Project L-3 management made the decision to manage the upgrade to Release 12 internally. senior consultants for the upgrade. as well as aircraft repair. Order Management / Inventory. Manufacturing. functional leadership. L-3 was able to make a massive jump in versions covering Financials and a custom Manufacturing environment while keeping costs at a minimum.
The engagement included: Business process review and specific recommendations for improving the month end close process Configuration review by module (GL. the Oracle E-Business Suite. resolution of existing issues. and grew to include a Capital Expenditures Reporting effort. Emerging from Chapter 11 protection. Cricket/Leap Wireless is a national prepaid wireless carrier with revenues of $1. and broader utilization of the chosen ERP platform. PN. and patching Comprehensive Workflow review of usage. PA) Creation of application setup documentation by module Technical applications maintenance. increased automation.9 instance consisted of a comprehensive applications assessment covering the business. AP. architecture. and guidance to Cricket senior management on a „re-implementation versus upgrade‟ decision to bring the ERP system to the latest release. efficient process to create new organizations within the ERP to support accounting and timely. and technical aspects of the applications usage within Cricket.5. a customer-focused company providing innovative mobile wireless services targeted to meet the needs of customers who are under-served by traditional communications companies. functional. PO. California. headquartered in San Diego. the Cricket team had the task of shifting from maintenance to a growth mode of investment in process improvement. FA. customization. AR. configuration changes. With Cricket acquiring new spectrum licenses from the FCC to enter new markets.6 Billion. is the operating subsidiary of Leap Wireless International.” With the company reaching stable ground and revenues increasing. Financials. Copyright 2010 Solution Beacon. LLC. Solution Beacon Project Solution Beacon‟s Post Implementation Review of the existing Oracle Release 11. Cricket‟s Accounting and IT infrastructure spending was conservative in nature with a mandate of containing costs and maintaining the ERP system “as is. improved integration across disparate systems. All Rights Reserved. Page 126 of 133 Prepared for MCCCD . CM.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 Appendix D – Case Study Cricket Communications Company Overview Cricket Communications (Cricket). and maintenance Short and long term recommendations for an upgrade/migration to the latest release and potential usage of new modules As a result of the findings presented within the assessment. Cricket needed a repeatable. scalability. and Property Manager. Initial project work focused on the optimization and process improvement around Oracle Projects. purging. Cricket requested that the Solution Beacon team begin to implement the assessment recommendations including process redesign and implementation. new module implementation. Business Problem Cricket Communications contracted with Solution Beacon to conduct a comprehensive Post Implementation Review of its instance of the Oracle E-Business Suite.
and accountability of Cricket‟s procurement process A 75% reduction in the time required for “multi-org” setup time as Cricket expands to new wireless markets Streamlined processes and increased visibility for tracking projects and license costs using Oracle Projects and Self Service module Vastly improved process and usage of Oracle Property Manager Introduction of XML Publisher as Cricket‟s reporting standard Integration of expense capture. and creation of user training materials across the Cricket staff Cricket retains Solution Beacon resources on an ongoing basis for projects as needs arise. integration of a 3rd party system to the Oracle EBS. flexibility. funding and cash flow Significant improvement. and implement a new “Multi-Org” setup process for all future market openings. and accounting within the ERP Implementation of a formal testing methodology. accuracy. module Subject Matter Experts. Development Lead. Other efforts Solution Beacon has led at Cricket include implementation of Turnkey Solutions Accelerators for the Mercury/HP Testing Suite. Benefits Achieved A 25% reduction in time and effort required to complete the month end close process Greatly improved visibility. Application Architect. tracking. and an upgrade in the form of a rapid migration to the Oracle E-Business Suite Release 11. being the only projects (among all internal and other vendor managed projects) to meet the original go-live dates and deliverables. LLC. Simultaneously. Solution Beacon managed all efforts concurrently covering the roles of Senior Project Manager.10.5. multiple significant patching and regression testing efforts. allowing Cricket to pay suppliers for discounts and rebates across its supply chain. and timeliness to Capital Expenditures Reporting including expenditures. and Lead Applications Database Administrator (DBA). test scripts. Copyright 2010 Solution Beacon. Solution Beacon‟s efforts around the P2P Redesign and upgrade effort were acknowledged as exceptional within Cricket. for staff augmentation purposes. test. and to continue implementation of the recommendations from Solution Beacon‟s original assessment. and the implementation of Oracle iExpense. Page 127 of 133 Prepared for MCCCD .2. P2P Process Specialist.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 accurate reporting. All Rights Reserved. Our team brought the needed expertise to design. Solution Beacon kicked off two major efforts: a comprehensive “Procure to Pay” (P2P) business process redesign.
of the company. Copyright 2010 Solution Beacon.D. A company may control a Bidder as a "parent" even though not meeting the requirements for such ownership if the "parent" company is able to formulate.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 ATTACHMENT B BIDDER'S STATEMENT Interested Bidders are asked to review and provide. phone and fax numbers. determine or veto basic policy decisions of the Bidder through the use of dominant minority voting rights. Page 128 of 133 Prepared for MCCCD . as completely and accurately as possible. To own the Bidding company means that the "parent" company must own more than 50 percent of the voting rights in that company. The Bidder: ______ IS __X___ IS NOT owned or controlled by a "parent" company. Bidder shall provide the name. and Federal I. LLC. a written response on each applicable section below: TYPE OF BUSINESS ORGANIZATION Please check the appropriate box(es). The Bidder represents that it operates as: ___X__ A CORPORATION incorporated under the laws of the State of ______ An INDIVIDUAL ______ A PARTNERSHIP ______ A NON-PROFIT ORGANIZATION ______ A JOINT VENTURE Federal Employer Identification Number: 47-1992495 PARENT COMPANY and IDENTIFYING DATA A "parent" company. All Rights Reserved. address. No. use of proxy voting or otherwise. If the Bidder IS owned or controlled by a "parent" company. is one that owns or controls the activities and basic business policies of the Bidder. for the purposes of this provision.
R12 workshops. Copyright 2010 Solution Beacon. Property Manager optimization and training. LLC. 10-14 General Dynamics personnel involved 2. BI Assessment and Recommendations. Upgrade to 11. Company Name: Cricket Communications / Leap Wireless Address: 5887 Copley Dr. CA 90505-5104 Phone #: Fax #: (310) 517-5226 Contact Person: Sandy Kast. Scottsdale. San Diego. Upgrade: 12/06-8/07.03) to Release 12. Company Name: General Dynamics C4 Systems Address: 8201 E. AZ 85257 Phone # Fax #: Phone: (480) 441-7341/ 877-449-0599 Contact Person: Vivian Pemberton. Electron Technologies Inc. Functional and Technical Leads. Approximately four consultants. Apps DBA support.. INV/SC: 2/09-Present Describe Services: Post Implementation Review and Assessment.. Project Planning and Management. and Implementation of Single Sign On. Director ERP Operations Contract Period: From: To: 5/06-Present. IT Manager Contract Period: From: To: 9/08 – 4/09 Describe Services: Staff augmentation for an EBS upgrade (11. Functional and Technical Lead.2. Various Training. 12-18 L-3 ETI personnel involved 3.5. Page 129 of 133 Prepared for MCCCD .10. Inventory/Supply Chain Architect. Release 12 Upgrade. Interface Development and Performance Tuning.. P2P: 3/07-6/07. Company Name: L-3 Communications. Address: 3100 Lomita Blvd. CA 92111 Phone #: Fax #: 858-882-6081 Contact Person: Carl Frey. Torrance. AP Assessment. Six consultants. Upgrade 9/08-5/09 Describe Services: Upgrade Readiness Assessment. All Rights Reserved.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 ATTACHMENT B BIDDER'S STATEMENT (continued) BIDDER REFERENCES Private Business Contracts MCCCD requires a minimum of three (3) current and local references for which you are providing same or similar products and services specified herein. Manager Customer Care and Supply Chain Contract Period: From: To: Assessment 11/08. Project Management. Please indicate below the businesses for which you have provided such during the past two (2) years: 1. Ongoing Application Testing. Procure to Pay Business Process Improvement. McDowell Rd.
Rapid Migration (R11. Box 400160.10). HRMS. Company Name: University of Virginia Address: P. New project currently under consideration Describe Services: Assessment. Technical Director Contract Period: From: To: 2003. 2. Release 11i Upgrade (11. Globalization and Multi-Currency Assistance. Financial Systems Contract Period: From: To: 2006-2008. Assessment. LLC. Upgrade 11. Pittsburg. Charlottesville. and Grants. Release 11i Workshops. DBA Assistance 3.8 -> R11. Company Name: Carnegie Mellon University Address: 5000 Forbes Avenue.5. PA 15213 Phone #: Fax #: (412) 268-3987 Contact Person: Deanne E. VA 22904-4160 Phone #: Fax #: (434) 243-6428 Contact Person: Kate Bakich.5. and Single Sign On/Directory Authentication.O.10). 2007. Data Warehouse Implementation.3 -> 11.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 ATTACHMENT B BIDDER REFERENCES (continued) Federal.0. Page 130 of 133 Prepared for MCCCD .5. OH. Copyright 2010 Solution Beacon. Weaver. R12 Upgrade currently under consideration Describe Services: System Review.0. Remote Services. Director of Business Applications and Information Services Contract Period: From: To: 2009 Describe Services: Remote DBA Services. All Rights Reserved.3 –> 11i Public Sector Financials. State or Other Political Subdivision Contracts MCCCD is also interested in speaking with public agencies or educational institutions for whom you have provided such products and services covered herein: 1. Senior Director. Workflow Training. Company Name: Ohio University Address: Enarson Hall. 43210-1390 Phone #: Fax #: (614) 292-3980 Contact Person: Brian Bowe. 2005. Columbus.
Business Classification (check applicable category) Minority Owned Business (MBE) __________ Woman Owned Business (WBE) __________ Does your firm hold this certification from any other agencies or companies? No: X Yes: ____ With Whom?: Copyright 2010 Solution Beacon. Days of week available for services: as needed by the individual client 2. Number of offices in the State of Arizona: None 7. Number of years in business under current name: Nine 6.com FAX Number:206-374-8159 General Information 4.solutionbeacon. WA: 56177 5. LLC.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 ATTACHMENT B BIDDER'S STATEMENT (continued) ADDITIONAL BUSINESS INFORMATION Standard Business Hours 1. Page 131 of 133 Prepared for MCCCD . Business hours of operation: as defined/needed by the individual client 3. Business License Number: MN: 20465-LLC. On-call/Emergency service hours: 24/7 support available Phone Number(s): 206-366-6606 Web Address: www. All Rights Reserved.
Account Manager Information: Name: Joel Howard Phone: 310-600-1603 Email: jhoward@solutionbeacon. Alternatively. which services?:__Specialty skills or as an interim solution while searching for additional resources For any and all future work. Page 132 of 133 Prepared for MCCCD . LLC. Solution Beacon is happy to have individual resources execute the MCCCD STUDENT INFORMATION SYSTEM NON-DISCLOSURE AGREEMENT. All Rights Reserved.Name and address of office assigned to handle the MCCCD account: 14419 Greenwood Avenue.com 10. Copyright 2010 Solution Beacon. WA 98133 9. Suite 332 Seattle . we can execute a mutual non-disclosure agreement covering all Solution Beacon resources engaged by MCCCD. ATTACH ADDITIONAL SHEETS IF NECESSARY TO FURTHER DESCRIBE THE EXPERIENCE AND QUALIFICATIONS OF YOUR FIRM FOR PROVIDING THE PRODUCTS/SERVICES UNDER THE CONTRACT. Contractors License Number(s): TYPE ___________________________ ___________________________ NUMBER ___________________________ ___________________________ 11.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 ATTACHMENT B ADDITIONAL BUSINESS INFORMATION (continued) 8. Do you ever sub-contract any of your services? ____ NO __X__ YES If YES.
I will not permit any other person to use a SIS account or password. acquired. I have read and agree to be bound by the Non-Disclosure Agreement between Maricopa County Community College District and my Company. Mary Lou Weiss___________________________________. I will not reveal or attempt to reveal any individually identifiable information furnished. information from which a student’s records could be identified. All Rights Reserved. ___________________________________02/23/2010________ Signature / Date/ Solution Beacon. or assembled by me in connection with the SIS database for any purpose. OPerations___________________________________________ Job Title Solution Beacon. LLC______________________________________ Company Name I. Page 133 of 133 Prepared for MCCCD . I will report any loss or breach of security to the MCCCD Purchasing Office (Attn: Ren Carlson / 480731-8519) immediately.Oracle/PeopleSoft Enterprise Consulting and Related Services Maricopa Community Colleges District March 2010 ATTACHMENT C MCCCD STUDENT INFORMATION SYSTEM NON-DISCLOSURE AGREEMENT Mary Lou Weiss_______________ Name 02/23/2010___________________ Date VP. retrieved. LLC. I will ensure that information extracted from the SIS database is safeguarded and stored in a location and medium not accessible to anyone else but a MCCCD authorized person. agree that when given access to the Maricopa County Community College District Student Information System (SIS) database or file. LLC _________________________________ Company Name/ Copyright 2010 Solution Beacon. I will not attempt to identify individual students in the SIS database by joining that data with other data available to me. I will not disclose to the public or otherwise.
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