Solution Beacon

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.

Proposal for

Oracle/PeopleSoft Enterprise Systems Consulting and Related Services REQUEST FOR PROPOSAL # 2977-10

March 2, 2010

[email protected]

www.solutionbeacon.com

310-600-1603 (direct) 888-603-9243 (toll free)

206-374-8159 (fax)

Prepared by: Joel Howard

Goetz Schmitz Dawn Bachmann

mailto:[email protected]

http://www.solutionbeacon.com/

O r a c l e / P e o p l e S o f t E n t e r p r i s e C o n s u l t i n g a n d R e l a t e d S e r v i c e s

Maricopa Community Colleges District March 2010

Copyright 2010 Solution Beacon, LLC. All Rights Reserved. Page 2 of 133 Prepared for MCCCD

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




Executive Summary 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, re-implementation, 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





4.1 Proposal Requirements Solution Beacon,

1. Is not licensed in the State of Arizona, and the duties requested do not require such licensure.

2. Is offering fees that are reasonable and consistent with fees charged to other public entity clients in Maricopa County, Arizona.

3. Acknowledges and confirms that all parts of this RFP have been read and that the Proposal submitted is in accordance therewith.

4. Is submitting all answers to the respondent questionnaire. All answers are in the order in which the questions are asked.

5. Is submitting a completed, signed pricing schedule. Schedule which is signed by an authorized company official on behalf of the firm.

6. Is submitting a completed Bidder‟s Statement.

4.2 Specific Requirements 4.2.1. See Reference Section. 4.2.2. The chart below shows the experience Solution Beacon has with Higher Education.

Organization Services

Carnegie Mellon University Assessment; Release 11i Upgrade (11.0.3 -> 11.5.10), Workflow Training, Globalization and Multi-Currency Assistance, Remote DBA Services, Data Warehouse Implementation

University of Virginia System Review, Release 11i Workshops, Upgrade 11.0.3 –> 11i Public Sector Financials, HRMS, and Grants, Rapid Migration (R11.5.8 -> R11.5.10); DBA Assistance

Ohio University Single Sign on Implementation (Directory Authentication), Remote DBA services, Technical Assessment.

Additional details on the above engagements, including contact information and written case studies, have been provided as part of Attachment B, Bidder‟s References. The higher education institutions listed above are a subset of Solution Beacon‟s experience. Additional clients include Rockefeller University, Southern Illinois University, Dartmouth, Skidmore College, and Glendale Community College. Please note past and ongoing work with Glendale CC was originated with People ROA, which has since been acquired by Solution Beacon; this contract for production support is ongoing. 4.2.3. The following clients have Oracle E-Business Suite as a result of Solution Beacon services:




Client Services

General Dynamics C4 Systems See Attachment B, and written Case Study as an Appendix B

L-3 Communications, Electron Technologies Inc.

See Attachment B, and written Case Study as an Appendix C

Cricket Communications/Leap Wireless See Attachment B, and written Case Study as an Appendix D

As stated previously, the references listed are specific to the Oracle eBusiness Suite. The references and case studies are a subset of Solution Beacon‟s client list, and have been selected based upon the parameters requested within this RFP. Additional examples and/or references can be provided upon request. 4.2.4. As the scope, timing and duration of any proposed work is as yet undefined, exact resource decisions are also as yet undefined. Solution Beacon resource needs are determined and allocated based upon the input and leadership of two services leads, Susan Behn, VP of Technical Delivery, and Goetz Schmitz, VP of Functional Delivery (resumes included as an Appendix A). 4.2.5. Representative Resumes (EBS Only)

Category Representative Resource(s)

Project Leadership

Goetz Schmitz, Susan Behn; Note: see Application Implementation resources as many serve in a Project Management capacity as well

Application Implementation

Financials: Jacqueline Camphor, Grants/Public Sector/Projects: Don Driggs, Brian Kent, Michael Moscatello Procure to Pay: Subi Vadlani,

Hardware and Database Configuration Somu Kopparthy

Software Development NA

Related Products Data Warehousing and BI: Naren Thota, Gary Rao

Testing Various

Documentation Various

Training Laura Gilmore

Reporting Naren Thota, Gary Rao

Directory Integration Somu Kopparthy

Portal Somu Kopparthy

Enterprise Management NA




Please note, names listed above are specific to the E-Business Suite of Applications and the modules in use or under consideration by MCCCD; they comprise a small subset of resources available. Additional examples can be provided based upon request or a defined scope/duration. Representative Peoplesoft HR and Student Administration resources have been included within the Appendix.




Financial Row Amount

Ordinary Income/Expense

Income

4000 - Services - Consulting 8,124,015.73$

4100 - Federal Services - Consulting 2,459,917.95

4400 - Services - Remote 912,143.73

Total - Income 11,496,077.41$

Cost Of Sales

5000 - Consulting COSS 5,143,285.33$

5100 - Federal Services - Consulting COSS 1,406,163.20

5400 - Remote Services COSS 613,122.65

Total - Cost Of Sales 7,162,571.18$

Gross Profit 4,333,506.23$

Expense

6010 - Advertising & Marketing Expense 76,821.87$

6040 - Amortization Expense 507.21

6120 - Bank Service Charges 26,251.16

6140 - Charitable Contributions 2,500.00

6150 - Depreciation Expense 9,281.36

6160 - Dues and Subscriptions 25,792.78

6170 - Equipment Rental / Leasing 507.00

6171 - Hardware/Office Equipment 1,469.11

6180 - Insurance 63,945.68

6200 - Interest Expense 123,262.90

6230 - Software Licenses 72,735.90

6246 - Office Supplies 12,086.73

6247 - Payroll Expenses 9,993.34

6250 - Postage and Delivery 9,746.05

6260 - Printing and Reproduction 2,009.83

6270 - Professional Fees 2,572,625.54

6729 - Professional Development 405.00

6730 - Promotional and Business Gifts 2,144.70

6735 - Recruiting - Admin 209.37

6736 - Rent 8,311.40

6742 - Taxes 8,815.68

6760 - Telephone & Communications 46,261.45

6770 - Travel & Ent 273,821.42

Total - Expense 3,349,505.48$

Net Ordinary Income 984,000.75$

Other Income and Expenses

Other Income

Total - Other Income 291,971.62$

Other Expense

Total - Other Expense 40,867.27

Net Other Income 251,104.35$

Net Income 1,235,105.10$

Solution Beacon, LLC

Income Statement

From Jan 2009 to Nov 2009

4.2.7 Solution Beacon Financials:




Solution Beacon, LLC

Balance Sheet

End of Nov 2009

Financial Row Amount

ASSETS

Current Assets

Bank

1010 - SVB Checking 93,626.07$

1020 - SVB Cash Coll/Reserve Acct 14,191.07

Total Bank 107,817.14$

Accounts Receivable 2,679,256.41

Other Current Asset

1350 - Loans Receivable 1,500.00$

1360 - Pre-Paid Accounts 86,138.95

Total Other Current Asset 87,638.95$

Total Current Assets 2,874,712.50$

Fixed Assets

1410 - Hardware 40,728.71$

1411 - A/D - Hardware 34,499.82

Total Fixed Assets 6,228.89$

TOTAL ASSETS 2,880,941.39$

LIABILITIES & EQUITY

Current Liabilities

Accounts Payable 1,885,727.67$

Line of Credit - SVB 919,818.97

Total Current Liabilities 2,805,546.64$

Equity

3210 - Common Stock 330,008.02$

3240 - Preferred Stock 738,774.45

Total Stock 1,068,782.47$

Retained Earnings (2,228,492.82)

Net Income 1,235,105.10

Total Equity 75,394.75$

TOTAL LIABILITIES & EQUITY 2,880,941.39$




4.2.8 Solution Beacon Org Chart

4.2.9 Solution Beacon is not currently nor is anticipated to be a part of any merger, acquisition, or other reorganization. 4.2.9.1 4.2.9.2

Solution Beacon has neither prematurely terminated, nor had its contract terminated prior to the completion of the original term. Solution Beacon has not been the subject of any criminal investigation, prosecution, 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, agent, or employee of any of the foregoing. 4.2.9.3 Solution Beacon has not been sued for any reason.

4.3 Deviations from RFP: Solution Beacon has no differences in the terms and conditions.

4.4 Signature See Signature Page

Randy Giefer

Chairman

Rick Bardy

Secretary

Craig Hobson

Director

Craig Hobson

President

Board of Directors

Rick Bardy

CFO

Corp Counsel

Mary Lou Weiss

VP

Operations

Lisa Laine

VP HCS

Dawn Bachmann

VP Sales &

Marketing

Susan Behn

VP, DeliveryTechnical

Goetz Schmitz

VP, Delivery

Functional

HR

Manager

Resource

Manager

Recruiting

Manager

Practice

Directors

Practice

Managers

Project

Managers

Practice

Directors

Practice

Managers

Project

Managers

Sales Manager

East

Sales Manager

West

Sales Manager

South Central

Sales Manager

North Central

Accounting

Manager

Peter Adamson

VP

Remote SVCS

Practice

Directors

Practice

Managers

Project

Managers

Cathy Sumeraki

Director of

Special Projects

Administrative

Assistant

Kirk Randall

VP Government

Sales




5. Scope of Work 5.1 See Section 7.3 Products of Services Available

5.2 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. A high level project plan and team definition will guide the start of the project. The detailed work plan and the required MCCCD staffing resources will be finalized during the Discovery Stage of the project. Solution Beacon encourages and incorporates ongoing knowledge transfer as a part of every project plan. As indicated with the Directory Authentication engagement under consideration, Solution Beacon regularly tailors its plan to allow for a “test run” led by Solution Beacon resources, with subsequent iterations led by MCCCD resources. 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. In cases where a client‟s resources do not have the time needed, we are also accustomed to the creation of references materials or formalized training (classroom or web based) as needed. 5.3 See reference section for a sampling of higher education clients using the Oracle EBS. 5.4 Describe the extent of experience by the Proposer with People Tools, SQR, PL/SQL, Java, Application Engine, COBOL, Workflow, SOA, Oracle/PeopleSoft Student Administration and/or HCM, eBusiness Suite, or any other products relevant to this RFP. The following is a description of Solution Beacon‟s expertise with the technical aspects of Oracle EBS, which is the focus of our response to this RFP. Solution Beacon has developed many inbound and outbound interfaces for clients in a wide variety of industries. 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. The tools utilized for the interface will vary based on the source, target, specific application, degree of automation required, availability of open interfaces and many other factors. For Release 12, Oracle provides an extensive integration repository to assist customers with the development of interfaces. This comprehensive integration repository describes all of the Oracle endpoints whether they are Business to Business (B2B) or Application to Application (A2A). Utilization of the integration repository ensures standards are followed and supportable interfaces are built. The following interface types, all of which have been utilized by Solution Beacon resources, are described in the repository.

PL/SQL

Concurrent Programs

XML Publisher

Oracle 10g Developer Suite

Open Interfaces

Interface Views




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. Additionally, most engagements we undertake involve forms customizations, personalization, and various extensions. We are well versed in OA Framework development as well. Newer technologies such as BPEL integrated with web services can be utilized to provide a more automated solution to interfaces when required. 5.5 Solution Beacon was founded in 2001. 5.6 Solution Beacon is a mid-size consulting organization with a 130 resources specializing the E-Business Suite of Applications and Oracle technology components. We also work alongside consultants specializing in Peoplesoft applications, and as such have provided representative resumes of these resources within our network. 5.7 Solution Beacon is an entirely virtual organization and has been since its inception. Our resources are located throughout the country and the vast majority of our work is performed onsite at client offices. 5.8 Solution Beacon is purely a services company. Our resources implement Oracle solutions an do not market distinct applications. We do, however, offer remote Applications DBA services, whereby our teams provide 24/7 monitoring, tuning, patching, and proactive maintenance for Oracle environments. 5.9 Dependent on the nature of the project, Solution Beacon employs varying tools and strategies for communications including weekly status meetings, status reporting, and use of Sharepoint for documentation management. 5.10 Provide the maximum percentage price increase for years two to five as compared to year one. The maximum percent increase for years 2-5 is 3%. 5.11 Solution Beacon resources are accustomed to providing their own laptop PCs. 5.11 Documentation and all deliverables resulting from this contract shall remain the property of MCCCD.




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 Implementations

Strategic business assessments & ROI

Functional assessments

Technical assessments

IT roadmap planning

Acquisition integration

Software selection

Upgrade readiness

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

Optimizations Support Services

Business process re-engineering

Functional optimization

Technical optimization

System architecture optimization

Database tuning and optimization

Functional and technical support

Focused knowledge transfer

Remote DBA support

Oracle instance hosting




B. i.-iii:

Name Current

Responsibilities Proposed Role

Goetz Schmitz VP of Functional Delivery

Engagement Manager for all projects and staff augmentation; responsible for planning, resource assignments, pricing, delivery, and quality assurance with a functional focus

Susan Behn VP of Technical Delivery 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)

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.




iv. Solution Beacon Org Chart

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.

Randy Giefer

Chairman

Rick Bardy

Secretary

Craig Hobson

Director

Craig Hobson

President

Board of Directors

Rick Bardy

CFO

Corp Counsel

Mary Lou Weiss

VP

Operations

Lisa Laine

VP HCS

Dawn Bachmann

VP Sales &

Marketing

Susan Behn

VP, DeliveryTechnical

Goetz Schmitz

VP, Delivery

Functional

HR

Manager

Resource

Manager

Recruiting

Manager

Practice

Directors

Practice

Managers

Project

Managers

Practice

Directors

Practice

Managers

Project

Managers

Sales Manager

East

Sales Manager

West

Sales Manager

South Central

Sales Manager

North Central

Accounting

Manager

Peter Adamson

VP

Remote SVCS

Practice

Directors

Practice

Managers

Project

Managers

Cathy Sumeraki

Director of

Special Projects

Administrative

Assistant

Kirk Randall

VP Government

Sales




7.2. Past Experience

A. See Attachment B, Bidder‟s References B. Sample customers/engagements

Date Type and Size

of Engagement

Name Location Type of

Institution Solution

Beacon Role

2002-Present

Oracle Applications Implementation and Production Support, OBIEE Implementation; 6-10 resources as workload varies; production support is ongoing

TSA/Unisys Reston, VA Government, Department of Homeland Security

Implementation, production support, Lead Architect; Security, Performance Tuning and advisory services

2008-present

OBIEE Implementation and general development resources; 1-3 resources, varying duration

General Dynamics IT

Needham, MA

Defense Contractor

BI Architect; developer resources

2007 Upgrade to 11.5.10.2, Costing (FIFO to Standard Cost conversion), Trade Management Implementation

Cisco-Linksys

Irvine, CA High Tech Consumer Products

Project Management; Functional and Technical Lead




Date Type and Size

of Engagement



Beacon Role

2007-2008 Release 11i Workflow Training and Assistance; Upgrade to 11.5.10.2; 2-8 resources; upgrade duration 8 months

American Tower Corporation

Boston, MA Cell Tower Construction and Leasing


2008 Release 11.5.10.2 Rapid Migration Daily Business Intelligence Implementation 6 resources, 6 months

Avista Utilities

Spokane, WA

Power Generation and Brokering


2009-Present

Global Assessment and Design Phase; Re-Implementation of 3 EBS instances; Costing change, Chart of Accounts Redesign; 12-18 resources over 2 years

Special Metals Corporation

United Kingdom, West Virginia

Metals Manufacturer

Strategic Design, Project Management, Functional and Technical Lead

2006-Present

Remote Apps DBA services, monitoring, patching, tuning; 1-3 resources; ongoing support

Rockefeller University

New York, NY

Higher Education

Remote Applications DBA for production and test instances




Date Type and Size

of Engagement



Beacon Role

2005-2009 Workflow Training; Technical Assessment; Apps DBA staff augmentation. 1-3 resource, varying duration

City of Chandler, AZ

Chandler, AZ

Municipality Trainer, Technical Lead

A sampling of Solution Beacon‟s work has been listed as a complete list would be exhaustive. Representative clients have been chose to demonstrate varying types of engagements including finite projects (upgrades, implementations), production support, staff augmentation, training, and cover EBS, RDBMS and BI solutions. Additional examples can be provided upon request. C. Solution Beacon has not been the subject of any criminal investigation, prosecution, or conviction for any reason. Nor are we involved in or currently under formal investigations or informal inquiries from any federal or state regulatory agency.

7.3. Products or Services Available

A. Explain why you feel your company should be awarded the contract. Solution Beacon resources are some of most senior Oracle E-Business Suite specialists in the industry. We have proven to be adept at solving complex business and organizational issues across many industries, private and public sector accounts, and higher education institutions. Solution Beacon‟s reference list is a testament to our ability to manage projects large and small, in addition to effectively assisting organizations in a staff augmentation capacity. Lastly, in our previous dealings with MCCCD, we have proven ourselves as a trusted advisor to MCCCD, providing expert, real world guidance on Oracle solutions.




B. Confirm or qualify your ability to provide each element of Section 5 "Scope of Work.”

Service Summary of Qualifications

Project Leadership

Past successes are built on a tested project management and implementation methodology; assessment, implementation, upgrade, and optimization engagements range from short term efforts to multi -year international projects with multiple dependencies. Our leadership is well equipped to assist with organizational, IT, and strategic decision making. Effective project management is facilitated by the creation of a Project Management Organization (PMO) composed of a Steering Committee, joint project management from MCCCD and Solution Beacon, and collaborative execution teams with clearly defined roles and responsibilities. Open communication throughout the project not only helps the cohesiveness between MCCCD‟s and Solution Beacon‟s teams, but it keeps the project on track meeting milestone deadlines. Regular meetings of the PMO keep all stakeholders informed of progress and allow for quick resolution should issues arise. 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. 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, resources, and overall scope of the team‟s efforts. Effective project planning sets a clear design and path for the project. Open communication and change control address issues before they snowball into major problems. These complex dynamic projects require a sophisticated level of communication and dedication from all levels of the organization and from the consulting partner, Solution Beacon. The PMO supports the project oversight to ensure that this level of communication is maintained.

Application Implementation

Application Implementation, functional configuration, and testing are integral to most every Solution Beacon engagement Our methodology lends itself to application implementations, re-implementations, and upgrades. Solution Beacon has worked with clients in many different vertical markets with various design solutions. Each client‟s application footprint is unique and Solution Beacon‟s expertise in multiple industries sets high standards for application design, build, testing, training, and production go-live. Many clients retain Solution Beacon for post go-live support due to our in-depth knowledge and experience.





Hardware and Database Configuration

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. This includes addressing platform architecture needs (e.g., simplify the system footprint, provide for equal or greater performance than the current platform, position MCCCD for Release 12, position MCCCD for an off-site disaster recovery site) without an increase in Oracle maintenance support costs. This is also discussed in our response to Item D about technical resources following this table.

Software Development NA

Related Products

Remote Support Services:

Functional and technical support

Focused knowledge transfer

Remote DBA support

Oracle instance hosting

Testing

Solution Beacon has a repeatable methodology that includes testing.

Conference Room Pilot 1 – CRP1 is focused on non-integrated testing (testing within individual business processes rather than across all business processes). It is the first testing cycle that contains client specific configurations of the system, based upon the requirements gathered in the Discovery phase. Testing is conducted using MCCCD specific business scenarios. Through this testing cycle, undocumented enhancements will typically be discovered and training opportunities will be exposed. The project team will design test scenarios or use templates that replicate the business processes used by MCCCD. All discrepancies are logged, categorized and prioritized for remediation. The end result of CRP1 is the validation and updating of requirements, as well as user confidence that the system will meet their needs and that they are now ready to proceed with final solution design. Final Solution Design – At this stage all approved design, configuration, and deployment objectives are finalized. Priorities have been set and MCCCD agreement is secured so they may be included into integration testing for the next conference room pilot. Technical resources will begin work on conversions, workflow, interfaces and customization in preparation for CRP2. Conference Room Pilot 2 – CRP2 consists of integrated testing of the system configurations across MCCCD business flows. End-to-end testing is conducted by tracking business activities through a complete business cycle. If conversions are part of the project scope, converted data will be included here as well as all available custom objects,





reports, and interfaces. This CRP validates the solution and prepares the project team for the final phase. The project team will have made changes to test scenarios based on decisions from previous tests. All discrepancies are logged, categorized and prioritized for remediation prior to user acceptance.

Documentation

Documentation is a key component of the Solution Beacon Lighthouse implementation methodology. 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 repository provides draft documents, processes for review control, and archiving as the project progresses.

Training

Solution Beacon consultants will mentor the MCCCD team throughout a given project. This will be accomplished through workshops as part of design, through development of test scripts and testing during conference room pilots, and during the side-by-side team effort as individuals work together to complete common objectives. 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. Solution Beacon provides two types of more formalized training; Train the Trainer and End User training. The most critical training is the Train the Trainer training. This initial training will focus on trainers and User Acceptance (UAT) test participants. 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. Written training materials including labs and presentation materials will be developed by MCCCD‟s assigned Trainers (BPOs) with the assistance of Solution Beacon staff, which shall include the use of material from the Solution Beacon Toolkit. Training schedules will be finalized and published for attendees.

Reporting

As noted with the chosen references, Solution Beacon has an extensive background in the creation of data warehouse solutions, financial consolidation, and enterprise business intelligence solutions.

Directory Integration The reference customers selected demonstrate this expertise; additional examples are available upon request.

Portal The representative resources selected demonstrate this background.

Enterprise Management NA




C. Questionnaire Completed D. Describe your technological resources and how they can be used in support of the services you can provide. Solution Beacon‟s technical resources cover all areas of WRICEP elements, workflow, reports, interfaces, conversions, extensions, personalizations. They are capable of analysis, creating a customization plan for an upgrade, working with MCCCD to test that WRICEP elements are working when they are tested in a conference room pilot, and troubleshooting as needed. Technical resources can also cover the following areas as needed:

Production system work in areas such as patch levels, profile options, system configurations, scheduled purge activities

Workflow set-up, testing, and troubleshooting

Hardware including performance, server and architecture recommendations, backup and disaster recovery recommendations, desktop configuration recommendations, networks and connectivity recommendations

Security controls and compliance with Oracle and Solution Beacon security recommendations, including password policies, profile options, system settings, critical patch updates and other observations that are noted as related to security.

Database optimization

E. 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, re-implementation 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, locating resources with real world, hands on experience can be a challenge during the initial 24 months of the new release. Most of the Solution Beacon management and consulting team members have implemented and upgraded Oracle since the initial versions of the early 1990‟s. With Release 12 in January 2007, the Solution Beacon management team allocated a pool of resources internally to focus solely on installation, configuration, testing, and development of training material specific to Release 12. As an initial step, Solution Beacon installed the Release 12 Vision Instance on its public site, the




only Oracle EBS public Vision instance available in the world (http://www.solutionbeacon.com/tool_vision.htm). With approximately 40,000 registered users across all instances, this served as an excellent test case “sand box” environment. The resulting data and content was then compiled into a series of nineteen distinct webinars presented during the spring and summer of 2007. Our Webinar expertise continues to grow and includes:

Your Company, Your Options! Simplifying the R12 Decision for Steering Committees

Planning for Release 12

R12 Best Practices for Financials o Part I - Subledgers and Centralized Processing o Part II - Subledger Accounting and the General Ledger

R12 Tackling the Question of Reimplementation vs. Upgrade

Customization Reduction with Forms and OA Framework Personalizations R11i/R12

R12 Payments - 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, PO and HR

R12 Focus on Supply Chain Management

R12 Oracle Projects New Features

R12 Technical Introduction

R12 Technical Introduction - Intermediate

Rapid Migrations to Release 12.1.1

Competitive Optimization

Acquisition Integration R12/11i

R12 Function and Data Security - UMX and Role Based Access Control

BPEL - Wave of the Future

R12 CRM - Content Management

R12 CRM - Service Execution

Maximize Efficiency of Oracle E-Business Suite Release 11i/12 through Diagnostics

R12 Multi-Org Access Control (MOAC)

OBIEE - Implementer's insight into its Deployment and Best Practices

R12 Accounting Setup Manager 101

R12 CRM - eCommerce Orders

R12 E-Business Tax Engine

R12 Java Infrastructure

R12 Security Recommendations

Subledger Accounting Engine: What it is, What it does and How to use it

Tech Foundation - ABCs of Workflow - Data Structures

Transitioning from Account Generators to the R12 Subledger Accounting Engine

What's New in Workflow: 11i RUP5, RUP6 and R12

Workflow Performance Tuning in Release 12

http://www.solutionbeacon.com/tool_vision.htm)




BI Publisher and FSG for Beginners

Fusion Applications - A Functional Perspective

Fusion Architecture - A Technical Perspective In October 2007, Solution Beacon published the book, A Release 12 Primer – Shining a Light on the Release 12 World. 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, but also disperse this knowledge to our broader consultant team on an ongoing basis. 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. Solution Beacon‟s extensive research, testing of the new release, and the below mentioned hands-on engagements make our organization one of the most experienced Release 12 integrators in the Oracle EBS marketplace. Solution Beacon is very flexible in how it works with clients on R12 projects. The following are examples of the types of engagements we offer for R12 upgrades, re-implementations, and implementations.

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,

with an understanding of phasing of modules, i.e., supply chain, 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, processes, functionality, best practices, and the alignment of R12 to best meet business needs and bring consistency across the business.

o Provide timeline, cost, business benefits, and ROI recommendations

Implementation, Re-implementation, Upgrade The following is a list of Solution Beacon‟s Release 12 experience to date:

General Dynamics C4 Systems




o Upgrade Recommendation Assessment o Release 12 Upgrade

SDI Media Services o Release 12 global design o New Release 12 implementation in process

Vocollect - R12 Enhancements to Quoting, Order Management, 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 - R11.03 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 - Release 12 Upgrade Readiness Assessment

BMC Software Release 12 upgrade

Skidmore College - Release 12 test upgrade/proof of concept




8. Pricing Schedule

Type of Service Hourly Rate Hourly Rate Hourly Rate

150+ hours 450+ hours 1000+ hours

Project Manager $175 $165 $160

Functional Resource $160 $155 $150

Technical/ Programming Resource $150 $145 $140

Database Resource $150 $145 $140

Tuning Resource $150 $145 $140

End User Training Resource $150 $145 $140

Products: Please Include description of products, and both license and Annual Maintenance costs

NA

Solution Beacon has provided hourly rates not including expenses. Based upon a specific scope, Solution Beacon will be happy to provide travel inclusive rates. Once a specific need and timeline is defined, we can more easily estimate travel costs based upon timing, city of origination, etc. You may submit a more detailed pricing schedule in lieu of the above as an attachment to this page, but the next page must be completed, signed and included with your proposal.




9. Signature Page

Pursuant to Arizona Revised Statutes 35-391.06 & 35.393.06, proposer certifies that it does not

have a scrutinized business operation in either Sudan or Iran.

SIGNATURE _________________________________________________

PRINTED NAME ____Mary Lou Weiss____________________________

TITLE __VP, Operations________________________________________

COMPANY ____Solution Beacon, LLC____________________________

ADDRESS _14419 Greenwood Avenue North, Suite 332_______________

CITY, STATE, ZIP _Seattle, WA 98133____________________________

TELEPHONE _206-366-6606_____________________________________

FAX NUMBER __206-374-8159___________________________________

E-MAIL [email protected]__________________________

Is your firm a:

(X) Corporation* ( ) Partnership ( ) Individual ( ) Joint Venture

* If a corporation, 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, when, for what reason, 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, when, for what reason, and when were they reinstated:




Appendix A – Resumes

Summary of Representative Resumes. Full Resumes follow Summary.

Service Representative

Resource Summary of Qualifications Skills Summary

Project Leadership

Goetz Schmitz Bottom–line oriented with an 19–year proven record of focused, growth–oriented leadership that boosts profitability, reverses poor financial performance, and drives progress for high–growth companies. Goetz has strong executive leadership competencies in all areas of the organization; talent for identifying strategy, communicating vision, developing tactical plans, and empowering teams to achieve remarkable goals. Effective in building relationships, managing complex dispersed organizations, leading high–performing teams, and developing staff for advancement.

Applications: Oracle Applications Releases 10 through 12.1.1 – Procure To Pay, Order To Cash, Projects Suite, OBIEE, Manufacturing, Record To Report Other Tools: Microsoft Project, MS Office, Visio

Susan Behn Susan has over 26 years experience working with Information technology which includes Oracle applications since 1993. 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 has successfully led numerous full cycle global ERP implementations/reimplementations, upgrades and rapid migrations. Susan‟s expertise spans all releases of Oracle and she is well recognized in the industry as a Release 12 technical expert. Susan presents frequently at local, 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.

Applications: Oracle Applications Releases 9, 10, 11i, 12 Hands on experience in General Ledger, Payables, Approvals Management (AME), Fixed Assets, Cash Management, Purchasing, iProcurement, Alert, System Administration, Workflow, Public Sector Financials, GELCO Travel Manager, Custom financial, Payroll, Distribution, Purchasing, Manufacturing (Pick Database). Management experience in manufacturing, supply chain and CRM applications. RDBMS: Oracle Versions 7, 8i, 9i, 10g, Unidata, Pick Oracle Tools: Forms 4.X/6i/10g, Reports 2.X/6i/10g, SQL*Plus, SQL*Loader, Workflow Builder 2.5/2.6, XML/BI Publisher, Forms and OA Framework personalizations Other Tools: Toad, Sitescope Monitoring, Mercury LoadRunner, WinRunner, TestDirector, Applimation Integra Apps (Setup Reporter), Applimation Integra Codebase (Change Manager), Ringmaster, Business Objects Languages: UNIX Shell Programming, PL/SQL, HTML Certifications: Certified by Logical Apps to implement the AppsRules product and train AppsRules users Publications: The Release 12 Primer, Shining a Light on the Release 12 World; The ABCs of Workflow for Oracle E-Business Release 11i and Release 12






Applications Financials/ Public Sector: Jacqueline Camphor

Jacqueline has over 10 years experience with Project Plan Development and Management, Business Requirement Identification, Software Analysis and Fit Assessment, Data Conversion, Systems Integration and Interfacing, Quality Assurance and Testing, Training and System Application Support.

Applications: Oracle ERP Applications R12 – General Ledger, Purchasing, Accounts Payable, Fixed Assets, Cash Management, 11i – General Ledger, Fixed Assets, Accounts Receivable Other: Lawson 7.0.8 Business Insight: General Ledger, Fixed Assets, Accounts Receivable, Accounts Payable, Billing, Inventory, Procurement and Strategic Ledger; PeopleSoft 7.5 Financials: Accounts Receivable and Billing; Platinum SQL Financials: General Ledger, Accounts Receivable, Accounts Payable, Cash Management and Advanced Allocations

Applications Financials: Diana Rumelhart

Diana has 13 years of full life cycle project management implementation experience as an Oracle Application implementer. She has 5 years with Deloitte & Touche, 8 years as an independent consultant. Diana has strong expertise in use of SDLC and AIM methodologies. She has over twenty years of experience working with business and technical personnel in implementation of ERP systems, 8 years as an IT Manager in the automotive industry and 13 years as a system implementation project manager and lead consultant. Diana‟s career focus and expertise has been in implementation of the Financial applications tightly integrated with the P2P Oracle applications. She has multiple full life cycle implementations in Project Management and Team lead roles. She also has multiple R11i implementations completed and one R12 implementation of the Oracle Financial Applications, including Purchasing, iProcurement, Inventory, AME, e-Business Tax, Projects and eAM.

Applications: Applications R11i, General Ledger, Payables, Fixed Assets, Sub-Ledger Accounting, Accounts Receivables, Purchasing, iProcurement, Inventory, eAM, Business Intelligence, e-Business Tax, AME, OPM Inventory, OPM BOM, Discrete Bills of Materials, Applications R12. General Ledger, Payables, Fixed Assets, Sub-Ledger Accounting, Accounts Receivables, Purchasing, iProcurement, Inventory, eAM, Business Intelligence, e-Business Tax, AME Tools Business Intelligence, Workflow, AME and e-Business Tax Business Rules, MicroSoft Suite of products including Visio, SharePoint, Remedy Databases (RDMS Database Versions7/8/8i/9i






Applications Grants/Public Sector/Projects: Brian Kent

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.

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: Oracle 7.x, 8.x, 9i, 10g Query Tools: Oracle Discoverer, TOAD Other Software: Visio, MS Project, Word, Excel, PowerPoint, Data loader

Applications Grants/Public Sector/Projects: Michael Moscatello

Michael has been implementing the Oracle Applications since 1993. His skills include analysis, design, setup, conversion, planning, and training for the functional aspects of Oracle 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. His technical skills include knowledge of Oracle base table structure, open interfaces and building data warehouses for products such as BRIO and COGNOS. He has been implementing & Upgrading Oracle Project Costing and Billing since 1995.

Applications:Oracle E–Business Suite Releases 10.7/11i/12 – Projects, Assets, General Ledger, Inventory, Purchasing, Payables, Receivables, Workflow, Application System Administration, Internet Expenses, Internet Procurement, Internet Time Tools:Microsoft Word, Excel, PowerPoint Other: Business Process Analysis, System Design, Strategy and Design Facilitation, Process Improvement Assessment, Project Management






Applications Procure to Pay: Gwen Walker

Gwen has spent the last 15+ years spent implementing, designing and re-engineering business solutions using Oracle Applications and has led numerous Oracle Apps implementations and upgrades. As a senior Oracle Functional Consultant, Gwen has extensive experience in Oracle application versions 10.5 to R12 with a focus on ERP systems with specialized knowledge of the functional architecture of Oracle Financials and HRMS products. She has years of hands on experience in implementation of Oracle applications at client sites, chart of accounts and key data design and managing the overall implementation project to assure client satisfaction. She has provided application consulting, gap and process analysis , application configuration design and setups, test scripts and testing direction, CRPs (conference room pilots), Tar management, data conversion mapping, custom report definition for programmers, custom specifications and mapped (conversion, interface, custom modes and testing), and provided general ERP consulting expertise. Gwen has also designed and developed financial reports using FSG, Financial Analyzer, Discoverer and BI. Developed finance process training material and delivered key as well as end user training.

Applications: Oracle ERP Applications Releases 10.5 thru 11i (R11.5.10) – Human Resources, Payroll, Financial Statement Generator, ADI, ADE, General Ledger, Payables, Assets, Cash Management, Receivables and System Administration, Purchasing, iProcurement, Career Management and Recruitment, HRMS, Oracle Basic, Standard and Advance Benefits, Financial Analyzer, Self Service HR

Applications PeopleSoft HR/Student Administration: Betty Sanfilipo

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.

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






Applications PeopleSoft HR/HCM: Timothy Wight

Timothy is a HRIS professional with 18 years of experience implementing database applications to improve business processes and enable data-based decision making. He is a successful project manager that can coordinate cross-functional teams, both on-shore and off-shore, to achieve a common goal. Timothy is a proven relationship manager with experience developing effective SLAs and client/vendor trust in a shared services and environment. He is a skilled data analyst and is able to present complex concepts in a simplified way. He is a very effective people manager that is able to match workers‟ strengths with appropriate roles.

PeopleSoft HR Admin, Payroll, Benefits H&W, Retirement, Leave Admin, Compensation, HRO Call Center, HRIT.HRMS

Applications PeopleSoft - HR/HCM: Lorne Kaufmann

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. His key strengths include business development finesse coupled with astute operational and financial management, and interpersonal skills honed in a multi-cultural environment. He has demonstrated ability to build a strong corporate culture grounded in quality metrics with teams that deliver sustainable operating results. Lorne has over fifteen years consulting, deep architecture design and support experience in PeopleSoft applications including, but not limited to, Human Resources, Payroll, Accounts Payable, General Ledger, Asset Management and Expenses, Supply Chain, EPM and CRM. 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, availability and security

Applications: Accounts Payable, Purchasing, Human Resources, General Ledger, Asset Management, Payroll/Payroll Interface, Expenses, Accounts Receivable, Benefits Tools: PeopleRools 4x – 8.49, PeopleCode, SQR/SQL, Process Scheduler, Application Engine, Cobol, Crystal Reports, PSQuery, EDI Manager, Application Server, Tuxedo, Import Manager, DataMover, Mass Change, Jolt/Jrad, Net Fusion, Tree Manager, NVision, Cube Manager, Application Reviewer, Object/Security Administrator, Weblogics, Apache, Application Messaging Hardware/OS: UNIX (HPUX, AIX, Sun, Windows NT 3.51, 4.0 & 95/98, NOS (Novell 3.12,4.x, Banyan Vines), Solaris, SCO, Sequent, Linux,), Tandem TACL, Networks (IP, NetBUI, Netbios) Database (RDMS): Oracle 7.x 8.x, 9i, 10g, Sybase 4.92, 10.x, 11.x, SQL Server 6.5/7.0,2005, Informix 4Se, 5.Online, 7, SQLBase 4.92, 11, Dynamic Server Other: Visual Basic 3.x, 4., Office Suite






Applications PeopleSoft PS Technical Security: Ivy Ong

With over 20 years experience, Ivy has extensive information technology experience in analysis, development, application support, systems testing, and systems documentation. Her analytical and problem solving skills are excellent.

Applications: Campus Solutions HRCS 9.0, Peoplesoft Student Administration , PeopleSoft Security, PeopleTools, Student Information Management System (SIMS) Tools: Query Tool, Application Designer, Ad Hoc Query Tool (Golden & Oracle SQL Developer) Languages/Other: C, COBOL, SQL, HTML, DHTML, Javascript, CGI

Applications PeopleSoft Student Administration: Roderick Singleton

Roderick has over 20 years experience in Information technology and over 10 years experience with PeopleSoft applications. His experience includes a number of programmer analyst positions and he is the go to person on complex customizations and development. He is well versed in the educational industry having developed, administered and enhanced a multitude of SA applications for varying educational institutions.

Applications: PeopleTools 7.x – 8.9, PeopleSoft Student Administration / HR/Payroll, Peoplesoft CRM 8.0, PeopleCode Tools: , Component Interface, Microsoft Visual SourceSafe 6.0, Application Engine Languages: SQL/SQR, Vantive Object Studio, MicroFocus NetExpress (COBOL), COBOL/COBOL II Hardware/OS: MS SQL Server 7.0, IBM-UNIX, Windows NT Database (RDMS): Oracle 8i and 9i, DB2, VSAM, CICS, JCL, BMS, MVS Other: Crystal Reports, Easytrieve, Fileaid, IBM Utilities, EXPEDITER, INTERTEST






Hardware and Database Configuration

Somu Kopparthy

Somu has over 15 years of Work Experience with Oracle DBA and Technical Architect as well as 14+ years as an Oracle Applications R12/11i/11.0/10.7 DBA and Developer (Financials, Manufacturing, and HR). he ahs installed and integrated Oracle Application Server 10G SSO, OID, Discoverer, and Portal with 11i Applications and installed and configured OBIEE server, Informatica server, DAC server, and BI APPS with R12 applications.

Applications: Oracle Applications Releases 12, 11i, 11.0, 10.7 (FA, PA, AP, PO, AR, OE, GL, CE, INV, HRMS) DBMS: Oracle Versions 11g, 10g, 9i, 8i, 8, 7 Oracle tools: OBIEE, Informatica, DAC, BI APPS, Discoverer 10.1.2, TOAD, Oracle Enterprise Manager/Performance Pack, Server Manager, SQL*DBA, SQL*Net 1.2/2.0, SQL*Forms 6i/4.5/3.0, SQL*Report Writer 6i/2.5/1.1 Internet: Oracle Single sign on, Oid, Discoverer 10g, Oracle Portal 10g, Apache Server, JServer, JSP, Java, JavaScript, HTML, XML, JInitiator, JDeveloper Case tools: Developer 2000, Designer 2000 Languages: C, SQL, PL/SQL, JAVA, Pro*C, Korn Shell Operating systems: SUSE LINUX 9.0, HP-UX, SunOS, DG-UX, AIX, Windows NT 4.0, Windows 3.1/95/XP, MS-DOS Hardware: IBM PC Compatibles, HP 9000 series, Sun Sparc, DG AViiON, DELL Servers, PA-RISC, HP Itanium Backup software: Alexandria, HP Omni Backup, Legato and RMAN

Software Development

N/A N/A N/A






Related Products

Data-warehousing and BI: Gary Rao

Gary has over 12 years experience in various fields of Software Development, with emphasis in Business Intelligence, Datawarehouse, Reporting, Oracle Applications, and custom applications implementation. Gary has led the Reporting Teams in gathering business requirements from End Users and the Management. He has performed analysis, design, development, testing, and implementation of OBIEE, and Oracle Discoverer reports for OLTP, and OLAP. Gary has also conducted training sessions for End Users, and prepared training material, for Oracle Discoverer, BIS/Datawarehouse reporting including development of testing plans and scripts using automated and manual testing methods.

Business Intelligence: OBIEE, Oracle BIS (Financial/HR Intelligence), Custom Datawarehouse/OLAP, DSS Oracle Apps: HRMS (HR, OAB), Financials (GL, AR, AP, iProcurement), Mfg, BOM, INV, OIC, Oracle Sales Online, OLTP Oracle Tools: Oracle Answers, BI/XML Publisher, Oracle Discoverer (Administrator/User/Plus) 10g/9i/4i/3.0, Informatica – Power Center, Forms 10g/9i/6i/6.0/5.0, Reports 10g/iDS/6i, 10g Application Server, Designer 6i/2000, SQL*PLUS, PL/SQL Other Applications: SAP BW 3.5, Seibel Analytics, Business Objects XI Testing: Unit Testing, System Testing, Performance Testing – Manual and Automated RDBMS: Oracle Versions 10g/9i/8i/8.0/7.x, Sybase 11.9, MS SQL Server 6.5/7.0, MS Access Web Technologies: Java, JavaScript, HTML Operating Systems: Windows XP/2000/NT/98/95, UNIX, MS–DOS, VMS/VAX Others: MS Project, MS Outlook, MS Exchange, NOETIX Views, Smarteam, Banner, UML, MS VSS, Power Builder 4.0/5.0, Visual Basic 5.0, MS Front Page 97/98 (for Web Development), MS Word 6.x/7.x, Excel 7.x, Visio 4.0, MS Office, AutoCAD, Pivotal 1.1, UnRavel2000, knowledge of HIPAA

Testing All personnel Same as included Same as included

Documentation

All personnel Same as included Same as included






Training UPK: Laura Gilmour

Laura has over 15 years experience in training. She has led numerous train the trainer programs across multiple industries.. Laura‟s has a broad knowledge of Oracle applications and is a subject matter expert in Oracle eBusiness.She has used a variety of training tools and is an expert in Oracle‟s UPK.

Applications: Oracle Application Releases 10.7, 11i, 11x (OM, some Advanced Pricing). Oracle Application Release 11.5.10.2 and 12 (exposure to FA, GL, AP, AR, OM, WMS, INV, BOM, COST, ENG, EAM, QA, PO, ASCP, iExpense, iProcurement, iRecruitment, HR) CRM: Siebel Microsoft: Microsoft Office Suite, SharePoint, Outlook Other: Oracle User Productivity Kit (UPK) Releases 2.7, 3.1.6 and 3.5.1, Data Loader

Reporting Naren Thota Naren Thota is a Solution Architect at Solution Beacon, with over 14 years of experience in the Oracle E–Business space starting from Applications Release 10.6SC to Release 11i and Release 12, specializing in the areas of development, team lead, project lead and/or project manager. Naren has extensive experience in implementing Business Intelligence Solutions for Oracle E–Business customers using Oracle BI Products (Discoverer, DBI, OBIEE) and third–party packaged solutions such as Informatica and Teradata‟s DecisionExperts (formerly DecisionPoint Software). He is an active member of local and regional OAUG user groups for the past few years, presented several papers on Business Intelligence solutions, authored Business Intelligence content in Solution Beacon‟s recently released book, „The Release12 Primer‟. He is currently serving as a Chair for the Applications Forum for the Dallas Oracle Users Group.

Applications: Oracle Applications Releases 10.7NCA, 10.6SC, 10.7Char, 11.0.3, 11i (11.5.10.2, 11.5.9, 11.5.7 and 11.5.2), Release 12 – GL, AP, AR, FA, PA, PO, INV, BOM, WIP, Order Management, Grants Management, Labor Distribution, Workflow RDBMS: Oracle Versions 6, 7, 8, 8i (8.1.7), 9i, 10g Oracle Tools: Developer6i (Reports Builder6.0.8, Forms Version 6.0.8), Developer/2000 (Forms4.5, Reports2.5), Oracle Discoverer3i (3.1.36)/4i/10g, BI/XML Publisher, Oracle Daily Business Intelligence (DBI), OBIEE10.1.3.2 & 10.1.3.4, SQL*Forms3.0, SQL*Plus, SQL*Loader7.x, SQL*ReportWriter1.1, Oracle Database Designer1.0, ERWIN2.6/4.1, Oracle AIM Tool Languages: C, SQL, PL/SQL, Pro*C, HTML4.0, VBScript5.0, Java/JavaScript Operating Systems: HP–UX, DIGITAL UNIX, SCO UNIX, VMS, MS–DOS, NT Hardware: IBM PC Compatibles, HP 9000, DIGITAL SYSTEMS, WINNT server Software: Informatica5.2/6.1, Teradata/DecisionPoint Software, Toad6.2, JCS–Redwood (Job scheduler), PVCS6.5, SmartDB, BrioQuery4.0, PowerBuilder, MS–Access, Microsoft Visual InterDev

Reporting Gary Rao Same as above Same as above

Directory Integration

Somu Kopparthy

Same as above Same as above






Portal Somu Kopparthy

Same as above Same as above

Enterprise Management

N/A N/A N/A

Please note, names listed above are specific to the modules in use or under consideration by MCCCD; they comprise a small subset of resources available. Additional examples can be provided based upon request or a defined scope/duration.




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 02/2010 – Present Position: Senior Consultant Assists on IT projects. Kaufman Consulting Solutions (KCS) 03/2008 – Present Position: Senior Solution Center Consultant Functional Lead for various PeopleSoft projects.

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. 01/1998 – 01/2001 Position: Project Coordinator Project Manager and Implementation




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)




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: Oracle 7.x, 8.x, 9i, 10g

Query Tools: Oracle Discoverer, TOAD

Other Software: 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




Developed complete financial test scripts for user acceptance testing of the upgrade.

Performed Project management activities, weekly and monthly status meetings, budget and resource planning, issue resolution and percent complete updates. The project was completed on schedule and under budget

Polk County, Bartow, 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.

Developed the flow diagram depicting the CIP process with FASB 34 and 35 requirements, from the creation of a capital project to the transfer to Fixed Assets

Metropolitan Water District, Los Angeles, CA 05/2004 – 11/2006 Position: Project Manager, Projects Lead

Oracle Grants Accounting Implementation R11.5.9 Oracle Grants Accounting Implementation R11.5.9

On site project Manager in charge of schedule, resources, 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, Requirement Gathering, Future State Document, 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, testing and instance validation for the Projects module

Developed custom test scripts and conducted several rounds of unit, 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, Pasadena, CA 11/2000 – 05/2004 Position: Projects Lead/Process Design

Oracle Project Accounting Upgrades and process support R11.5.9

Performed complete set-up, testing and instance validation for upgrade from 10.7 to 11.5.2 to 11.5.5 to 11.5.9

Produced weekly activity reporting on items such as: TAR‟s, issue log, status, patches applied and percent complete.

Team liaison working with GL, PA, AP, PO as a liaison between functional end users and Technical team members.

Produces functional design solutions for customized processes such as group supervisor, RSA Research Support Award and JIT and P-Card extract controls.

Performed complete gap analysis and performed process reengineering if applicable during upgrade cycles.

Performed production support Oracle Corporation, Naval Facilities Acquisition Command, CA 01/2000 – 10/2000 Client: United Navy




Position: Projects Lead

Oracle Project Accounting and HR Implementation R11.0.3

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 2.0

Created process flows to utilize the Activity Management Gateway ("AMG") interface to Microsoft Project ("Project Connect") and Primavera (P3/Peak)

Performed Projects management activities, weekly status meetings, monthly videoconference with project sponsors in Washington DC, project schedule update and resource planning

Oracle Corporation, 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, Naval Facilities Acquisition Command, CA 08/1999 – 09/1999 Client: United Navy Position: Projects Lead

Oracle Project Accounting R11.0.3

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, which was then voted and approved by all division of NAVFAC

Oracle Corporation, San Francisco, CA 02/1999 – 08/1999 Client: Landor Associates Position: Projects Lead

Oracle Project Accounting R11.0.2

Successfully lead and set-up the roll out of the Project application on schedule

Competed all implementation documentation including: Current State, Requirement Gathering, Gap fit analysis, Future State, as well as set up documentation.

Tested Project extension (Time Card Extract, Fee Assessment, Tax flag, PSI, 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,AP,PO,AR,PA and extensions) and assisted end users during integration testing

Oracle Utility Practice Development, Portland, OR 10/1998 – 01/1999 Client: IPALCO (Indiana Power and Light Company), IN, Boston Electric, 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




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, project costing and client billing using Oracle Projects

Member of team that successfully transferred the project billing function from St. Louis to the Los Angeles office

Developed a standardized budgeting spreadsheet, 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, Economics and Accounting, Claremont McKenna College, 1998 Master Certificate in Applied Project Management, Villanova University, 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 2.0 & 3.0

Intro to SQL

Project Manufacturing




RESUME OF DIANA RUMELHART: ORACLE FINANCIALS

TECHNICAL SUMMARY

Applications: Applications R11i, General Ledger, Payables, Fixed Assets, Sub-Ledger Accounting, Accounts Receivables, Purchasing, iProcurement, Inventory, eAM, Business Intelligence, e-Business Tax, AME, OPM Inventory, OPM BOM, Discrete Bills of Materials, Applications R12. General Ledger, Payables, Fixed Assets, Sub-Ledger Accounting, Accounts Receivables, Purchasing, iProcurement, Inventory, eAM, Business Intelligence, e-Business Tax, AME

Tools Business Intelligence, Workflow, AME and e-Business Tax Business Rules, MicroSoft Suite of products including Visio, SharePoint, Remedy

Databases (RDMS Database Versions7/8/8i/9i


Diana has 13 years of full life cycle project management implementation experience as an Oracle Application implementer. She has 5 years with Deloitte & Touche, 8 years as an independent consultant. Diana has strong expertise in use of SDLC and AIM methodologies. She has over twenty years of experience working with business and technical personnel in implementation of ERP systems, 8 years as an IT Manager in the automotive industry and 13 years as a system implementation project manager and lead consultant. Diana‟s career focus and expertise has been in implementation of the Financial applications tightly integrated with the P2P Oracle applications. She has multiple full life cycle implementations in Project Management and Team lead roles. She also has multiple R11i implementations completed and one R12 implementation of the Oracle Financial Applications, including Purchasing, iProcurement, Inventory, AME, e-Business Tax, Projects and eAM. EXPERIENCE

Solution Beacon, LLC – Seattle, WA 01/2010 – Present Position: Project Manager Assists in various Oracle projects 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; i.e. document image scanning, PowerTrack (Freight and Utilities) implementation, Cash Management implementation, training on new business processes, Procure to Pay process improvements, workforce reduction, etc.

Responsibilities include managing the Payables department during the transition that is scheduled over a 4 month period, 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, Fixed Assets, Accounts Receivables, Cash Management and Payables applications

Responsible for the upgrade completed in June, 2008 followed by a deployment of the Oracle Release 12 EAM, Purchasing, iProcurement, Inventory, e-Tax, and Costing applications in September, 2008




Managed 60 business resources assigned across North America in the design, testing, 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, design solutions and implement

Manage open Oracle issues leading key business resources in prioritization and resolution. Document Procurement, 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 20,0000 invoices per month

Responsible for reducing the number of paper invoices processed by introducing summarized invoices and electronic invoices uploads, reducing aging, and reducing the number of holds produced from exceptions between Payables and Purchasing, 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 R11.5.10 Financial and Supply Chain Planning modules integrated with OPM modules across North America (USA and Canada)

Primarily responsible for the Purchasing, iProcurement, Payables, 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 (11.5.7) General Ledger, Payables, Project Accounting, Purchasing, Inventory, iSupplier, 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 11.5.6 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, Release 11.03

E-Trade 10/1999 – 02/2000 Position: Oracle Lead Functional Application Specialist




Provided project management assistance and functional expertise

Responsible for an e-business client in upgrading from Oracle Financials Release 11.02 to 11.03

Project Manager and lead application specialist for an e-business client implementing the Oracle Financials (release 11.03) in support of the acquisition of e-business companies (GL, AP, FA)

Deloitte Consulting 01/1999 – 10/1999 Position: Senior Consultant Assisted in Business Development

Responsible for business development of mid market clients, 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 11.03) (GL, AP, PO, PA, FA, INV)

Purchasing Module lead for a multi-org installation of the Oracle Financials. (Release 10.7)

PacBell 1997 – 1998 Position: Oracle Lead Functional Consultant Oracle Financial Implementation

Lead Integration Consultant for an Oracle Financials implementation. Responsible for integration of the following Oracle application modules: General Ledger, Accounts Payable, Projects, Fixed Assets (Release 10.7)

Lead Configuration Coordinator for the FastTrack Methodology Configuration Phase of an Oracle Financials Implementation. (Release 10.7)

Lead consultant for the implementation of the multiple organization functionality across Oracle Financial Applications. (Release 10.7)

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. (Release 10.7)

Implementation Team Leader for Oracle General Ledger, Accounts Payable and Purchasing. Providing analysis, support and project management for the testing phase of the implementation. (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), training and problem resolution. (Release 10.7)

Provided project management and leadership for a team of client personnel in consolidation and conversion of the companies reporting needs in Accounts Payable, Purchasing and Inventory

Provided project management, leadership, functional and technical support in conversion of a gas company‟s 10 different site item masters to the Oracle Inventory module

VideoJet 1996 – 1996




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 - 1995 Position: Information Technology Manager Led an implementation of QAD MFGPRO General Ledger, 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. 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, and cross-functional personnel in design, development, 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. Led a cross-functional team in debugging and implementing on-site

Assisted in design and development of a physical inventory data collection system. Led a cross-functional team in debugging and implementing on-site

Provided project management, design and development of a Human Resource tracking system that interfaced to the existing time and attendance system.

Developed and administrated the yearly budget for a MFG facilities Information Systems Department.

RECOGNITION/CERTIFICATIONS Project Management Institute Continuous Quality Improvement Total Quality Leadership, Team Coaching Skills, Speed, Management TQL II Performance and Review Process Dupont Safety Corporate Leadership




RESUME OF GARY RAO: RELATED PRODUCTS; REPORTING

SKILLS SUMMARY Business Intelligence: OBIEE, Oracle BIS (Financial/HR Intelligence), Custom Datawarehouse/OLAP,

DSS

Oracle Apps: HRMS (HR, OAB), Financials (GL, AR, AP, iProcurement), Mfg, BOM, INV, OIC,

Oracle Sales Online, OLTP

Oracle Tools: Oracle Answers, BI/XML Publisher, Oracle Discoverer (Administrator/User/Plus) 10g/9i/4i/3.0, Informatica – Power Center, Forms 10g/9i/6i/6.0/5.0, Reports 10g/iDS/6i, 10g Application Server, Designer 6i/2000, SQL*PLUS, PL/SQL

Other Applications: SAP BW 3.5, Seibel Analytics, Business Objects XI

Testing: Unit Testing, System Testing, Performance Testing – Manual and Automated

RDBMS: Oracle Versions 10g/9i/8i/8.0/7.x, Sybase 11.9, MS SQL Server 6.5/7.0, MS Access

Web Technologies: Java, JavaScript, HTML

Operating Systems: Windows XP/2000/NT/98/95, UNIX, MS–DOS, VMS/VAX

Others: MS Project, MS Outlook, MS Exchange, NOETIX Views, Smarteam, Banner, UML, MS VSS, Power Builder 4.0/5.0, Visual Basic 5.0, MS Front Page 97/98 (for Web Development), MS Word 6.x/7.x, Excel 7.x, Visio 4.0, MS Office, AutoCAD, Pivotal 1.1, UnRavel2000, knowledge of HIPAA

PROFILE SUMMARY

Gary has over 12 years experience in various fields of Software Development, with emphasis in Business Intelligence, Datawarehouse, Reporting, Oracle Applications, and custom applications implementation. Gary has led the Reporting Teams in gathering business requirements from End Users and the Management. He has performed analysis, design, development, testing, and implementation of OBIEE, and Oracle Discoverer reports for OLTP, and OLAP. Gary has also conducted training sessions for End Users, and prepared training material, for Oracle Discoverer, BIS/Datawarehouse reporting including development of testing plans and scripts using automated and manual testing methods.

EXPERIENCE Solution Beacon, LLC, Seattle, WA 02/2009 – Present Position: Senior OBIEE Consultant Work on various Oracle projects Beckman–Coulter, CA 04/2008 – 2009 Position: OBIEE Reporting Lead

Led the team with hands on experience in installation/configuration, design, develop BI Apps reports in Oracle Answers/BI Publisher for GL, OM, INV modules using the built–in Financial Adapters for Release 11.5.10 version of Oracle Applications in DAC. Analyze ETL mappings and mapplets using Informatica tools (PowerCenter) for better understanding of ETL process and data quality. Analyzed the Universal Adapters for Service Contracts, and designed and developed a customized solution for Oracle Service Contracts to rebuild the Business Objects and Discoverer Reports in Oracle Answers and BI Publisher

Oracle GRC – Did the analysis, design POC for the implementation of GRC Intelligence. Extensive knowledge of Oracle GRC Data Model, and implementation of standard and custom OBIEE reports




Qualcomm, CA 08/2007 – 03/2008 Position: OBIEE Consultant/Developer

Worked with core technical team in developing OBIEE POC, in implementing GL, and OM Modules in BI Apps. Worked with DAC, BI Answers, and BI Publisher. Did the analysis, and design in migrating Discoverer reports to OBIEE

Led the team in identifying custom reporting requirements, and designed, developed, implemented Discoverer reports/workbooks for RMA aging, warranty, etc in OM, INV, Install Base, Service Contracts

Panhandle Eastern Pipeline Company, Houston, TX 04/2007 – 07/2007 Position: Oracle Discoverer Consultant

Upgraded Oracle Financials reports from Discoverer 4i to Discoverer 10g, and then migrated from DEV to PROD environments. Interacted with Business Users for reports consistency, and usage

VNSNY, 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. Re–designed and re–developed Business Areas, Folders, and several Workbooks as per the HIPPA and new Security requirements. Trained users of various privileges. Supported post production issues

Qualcomm, CA 03/2006 – 09/2006 Position: Reporting Lead

Architected a Project Plan for the upgrade of Discoverer 4i to 10g. Analysis, Design and Develop custom views using Noetix Views. Create Business Areas, Folders from Noetix/Custom Views, Workbooks as per the User/BPA requirements worldwide.

Migrated Discoverer Objects to various instances and rebuild some of the existing workbooks for better performance and management. Train technical users in development and management of Discoverer 10g

PCA, Delano, CA 11/2005 – 03/2006 Position: Reporting Architect

Led a team for designing and developing Oracle Discoverer Workbooks, and XML Publisher reports for a unique farming industry requirement.

Coordinated with the Client‟s IT Team in resolving several Oracle Applications implementation issues, and raised TARs or Customization tickets for both Technical and Functional issues.

Migrated Oracle Reports to XML Publisher using System Administrator/Application Developer responsibilities in EBS and Concurrent manager

ALCOA, Simi Valley, CA 04/2005 – 10/2005 Position: Discoverer Lead

Led a team for redesigning and redevelop, Discoverer Architecture.

Created EUL, Business Areas, Folders, and Workbooks.

Upgraded from Oracle Discoverer 4.x to Oracle Discoverer 10g. migrating to various instances for testing and Production.

Designed and developed several views for the reports development.

Analyzed and redesigned security and access for the Oracle Discoverer reports in Datawarehouse and Oracle Applications environment for BOM, OE, Inventory, GL, AP, AR modules

Sunlife Financials, Canada/Boston, MA 09/2004 – 03/2005 Position: Discoverer Lead




Led the team in BIS implementation design EUL for custom Discoverer reports development, in both Oracle Apps – OLTP and Custom datawarehouse – OLAP environment. Developed several workbooks and views as per the requirements.

Trained end users at various sites for reports development using Discoverer Plus. Developed migration scripts for migrating Discoverer objects from one instance to the other. Train Technical and Non–Technical staff on Oracle Discoverer

MAXIMUS (California Govt. Project – Healthy Families), Sacramento, CA 08/2003 – 09/2004 Position: Discoverer Team Lead

Involved in the analysis, design and develop Discoverer EUL, Business Areas, Folders, and Reports using Discoverer 9i for OLAP reporting.

Migrated from Discoverer 9i to Discoverer 10g, and in the process of analyzing the latest version of Discoverer for compatibility and performance.

Migrated Discoverer objects from one instance to the other instance. Integrate Discoverer workbooks in Oracle Portal.

Developed Graphs as per the requirements LAUSD, Los Angeles, CA 01/2003 – 07/2003 Position: Discoverer Team Lead

Worked with ETL/Datawarehouse team using OWB in a DSS – Datawarehouse/OLAP environment.

Developed, 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.

Developed, Discoverer export scripts, for the export of Discoverer Objects to other instances.

Created Discoverer templates in both Table and Cross–Tab layouts to enable users to develop reports from scratch.

Interacted with users in taking the Business Rules for datawarehouse and reports development. Developed security standards in the usage of Discoverer.

Developed Business Areas, Folders, Calculated Items, etc. Developed workbook development standards

Citibank (Citigroup), Tampa, FL 03/2002 – 12/2002 Position: Discoverer Team Lead

Lead the reporting team for Analysis, Design and Development of Discoverer Reports for GL, AP and PO modules in Applications and Datawarehouse environment, using Discoverer 4i. Created business specific, Business Areas, Folders, and Workbooks in the EUL. Various reports (workbooks) were developed for Detail, Summary, Comparison, Invoice Distributions, Cost Center Transactions, Purchasing etc. This was a global implementation. Various 6i Reports also have been developed for AP and PO. EDW reports have been designed as per the customer requirements

City of Chicago, Chicago, IL 09/2001 – 03/2002 Position: Team Lead

Lead the Self Service team for custom development of SSHR and Workflow, and write HR Interfaces

The custom modules include Vacancy, Hiring, Promotion, Termination, Assignment changes, Year End Processing for Position Control

Hiring, Promotion, 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, Piscataway, NJ 01/2001 – 09/2001 Position: Applications Technical Consultant




Involved in the estimations, development, customize, and delivery schedule of Workflows, Discoverer 4i and Reports 6i for HR, Payroll, PA, Grants, Self Service Applications (HR, Expenses and Procurement)

Worked with Self Service Expenses, 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, EUL (end user layers), View…) using Discoverer 4i and Reports 6i for PO, AP, PA, GL, HR, Payroll etc.

Customized Self Service Expenses, Purchase Requisition and Check Request workflows to go through Funds Checking

Created estimations for other workflow customizations include AP, HR, Payroll, Budgets, etc. Health Net, Woodland Hills, CA 04/2000 – 12/2000 Position: Team Lead/Testing Lead Implementation of Oracle Apps Release 11i, HRMS with OAB (Oracle Advanced Benefits), iBPP and SSHR

Did the analysis, design and development of SSHR, Oracle Workflow, and Oracle Discoverer 3i reports customization for Enrollment, Benefits, Billing, Payment, Notification Queue, etc. for Approval and Processing

Planned and led the testing team for business and process testing with heavy documentation to trace, track and fix bugs in various instances using AIM 3.0. Wrote some of the test scripts. Did the System Testing, Integration Testing, Performance testing, following the AIM documentation

Designed and developed the Benefits, Claims, Billing approval processes and advanced queue using Oracle Workflow and its APIs

Designed and developed custom Self Service application (Person, Address, Contacts, etc.), and developed Workflow process to Add, Update and Cancel member and dependents

Customized Registration User Interface was developed using HR APIs

Completed Workflow setups

Reviewed, Designed and developed Reports (Administrator, 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, MD50, MD70, etc.) documents for gap analysis, data mapping, prioritizing, scheduling and load balancing, Case Approval Process (Workflow), Reports (Discoverer). Develop Delivery Strategy

Interacted with Development Team (HQ) for OAB, and SSHR bug fixes and releases

Completed project planning and scheduling for HR, OAB, SSHR and Workflow

Maintained Source using MS–VSS for code, flat–files, documentation, etc.

Used Oracle Designer for Data Modeling and Reverse Engineered the OAB and iBPP for the customizations

Oracle Sales Online / Oracle Field Sales – CRM, Denver, 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, Contacts, Opportunities, TODOs, My Home and Find.

LPL Financial Services, San Diego, CA 02/1999 – 06/1999 Position: Team Member

Involved in a team to upgrade, debug and remediate an application that consisted of 750 forms and 230 reports for a financial institution.




Upgraded SQL*Forms and Reports 1.1 to Developer 2000 (Forms 4.5 and Reports 2.5) and converted to character mode to run on VMS/VAX; conversion was done on the client side and later transferred to Alpha VMS.

Used UNRAVEL 2000 for Y2K compliance and testing Cargill Inc., Minneapolis, MN 07/1998 – 12/1998 Position: Team Member

A small talk windows–based application that automates Cargill's grain trading and forwarding activities. Maintained and reported on–line positions of Cash, Future options, on–hand inventory, Storage Obligations, Grain Quantity, Ownership and Payment status.

Developed of stored procedures for handling transaction intensive processes and generation of reports in Sybase–11.9.

Wrote code for business rules to maintain data integrity by means of Triggers and Function strings. Code modifications to maintain transaction scopes. Usage of table counts for queries involving large number of tables. The complexity of the system lies in the maintenance of centralized data through replication in a 150 site distributed database environment

DataWorks Inc. (Impresa – MRO), Minneapolis, MN 02/1998 – 06/1998 Position: Team Member

Analyzed, designed, developed and upgraded forms and reports for a client–server (MRO) software solution provider concentrating in Aerospace and Defense Industry, third–party manufacturers of airframes, engines, and components.

Worked with several modules including Inventory, WIP, BOM, Materials, Library/Book Keeping, Work Orders, Purchase Orders, Structural Repair and Maintenance.

Analyzed the library/book keeping which follows the FAA regulations, and is the main reference for the industry

Used Designer 2000 for database design, and form Layout design. Commerce Bank – G.A. Sullivan, Overland Park, 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 3.0 to create reports for data validation in Client/Server database – Oracle Version 7.3.

Further developed SQL queries in SQL*Plus 3.3 to retrieve distinct rows for the issue of new bank cards and helping the company maintain the data consistency in Oracle server and mainframes; linked to marketing department to implement better marketing strategies for debit cards and credit cards

G.A. Sullivan, Overland Park, KS 01/1997 – 04/1997 Position: Team Member

Designed and developed time sheet application using Visual Basic 5.0 and MS Access used to gather and save associates time sheet information on a daily basis.

Created forms menus and database to enhance the usability of the application G.A. Sullivan, Overland Park, 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 7.1 database and Windows 95 as the operating system.




Created several database triggers, stored procedures, and packages to encode various business rules. Customized screens were developed using Forms 4.5 to query, update, and insert data into tables.

Created form procedures and functions to handle validation, calculation, and navigational functionality in Forms.

MCS, India 10/1994 – 06/1996 Position: Team Member

Designed and developed a Hospital Information Management System using Oracle Version 7.0 and Forms 3.0. achieving total integration among related departments in the organization.

EDUCATION AND TRAINING

Oracle Portal 3.x training for Building Corporate Portal and Portlets(2001)

Java programming language (2000)

Oracle Configurator (2000)

Oracle Financials – General Ledger Rel. 11.0 (1999)

Y2K Remediation Methods and Tools – Oracle Corp. (1999)

Trained and experienced in upgrading/conversion of Forms 3.0 to Forms 4.5

Certificate in Computer Programming – Univ. of MO, St. Louis, MO (1996)

Honors Diploma in Computer Systems Management, NIIT – Hyderabad, India (1993)

Diploma in Computer Applications, ICMI – Hyderabad, India (1993)




RESUME OF GOETZ SCHMITZ: PROJECT LEADERSHIP

TECHNICAL SUMMARY Applications: Oracle Applications Releases 10 through 12.1.1 – Procure To Pay, Order To Cash,

Projects Suite, OBIEE, Manufacturing, Record To Report

Other Tools: Microsoft Project, MS Office, Visio

PROFESSIONAL OVERVIEW Bottom–line oriented with a 19–year proven record of focused, growth–oriented leadership that boosts profitability, reverses poor financial performance, and drives progress for high–growth companies. Goetz has strong executive leadership competencies in all areas of the organization; talent for identifying strategy, communicating vision, developing tactical plans, and empowering teams to achieve remarkable goals. Effective in building relationships, managing complex dispersed organizations, leading high–performing teams, and developing staff for advancement.

EXPERIENCE Solution Beacon, LLC – Seattle, Washington 03/2007 – Present Position: Vice President of Delivery

Managed a team of 12 consultants to implement an Oracle (new sale) Release 12.1.1 global solution for a media and entertainment post-production client. The implementation‟s goal was to create a single instance with process standardization for 41 legal entities in 24 countries. 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.

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, project plans, budgets, and resource plans for business solutions engagements. Responsible for negotiating contracts and statements of work to enable client and consultant teams to begin successful projects. Building strategic relationships with customers, software vendors, 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. Driving changes in consultants‟ training directives for Release 12 and coordinating Release 12 Accelerators implementations and certifications

Managed an Oracle Release 11.5.8 to Release 11.5.10.2 upgrade project for a national telecommunication equipment provider. 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. 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, Inc. – Chicago, Illinois 12/2005 – 03/2007 Position: Regional Practice Director

Responsible for developing Internal practice management objectives and merger integration

Created solution designs, project plans, budgets, and resource plans for business solutions engagements. Responsible for negotiating contracts and statements of work to enable client and consultant teams to begin successful projects. Built strategic relationships with customers and software vendors




Performed project quality assurance and project audits on multiple projects and manage projects as needed on priority engagements. 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. Manage change request processes to build client value and clarify scope and expectations

Position: Practice Manager 01/2002 – 12/2005

Managed the Oracle Release 11.5.10 implementation team for a major fuels distribution company. Responsible for the overall project management of a team consisting of functional and technical consultants and client personnel. Coordinated deliverables via a detailed project plan, detailed a weekly budget and reported on actual vs. budget variances. Tracked and coordinated all implementation efforts including the creation of technical development objects, the instance and conversion strategies, and all functional deliverables through a CRP, UAT and Production cutover. Responsible for Statement Of Work and Change Orders

Responsible for general project management for the implementation of Oracle Release 11.5.9 at a major telecommunications provider. Duties include the development of and adherence to a detailed project plan and coordinating the implementation team‟s activities. Working directly with the client‟s steering committee to report projects status and resolve functional and technical issues. Responsible for Statement Of Work and Change Orders

Managed a project for the implementation of Oracle Release 11.5.9 for an aluminum manufacturing and trading client. Responsible for coordinating activities for the client team, the consulting team, 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. Designed efficiency improvements and ensured compliance with government regulations

Revived and completed a stalled Oracle financial system implementation for a global automotive electronics manufacturer. Created a project plan that would exceed client expectations of consulting team performance and meet a very difficult timeline. Rallied team members to complete the implementation by improving project management and motivating end–user involvement in Germany, France and Spain

ProSavvy, Inc. – Denver, Colorado 05/2000 – 08/2001 Position: Vice President of Finance

Directed a strategic initiative as a member of the executive steering committee. Planned and executed a profit improvement plan which included a workforce reduction. Analyzed capital requirements and strategic direction to determine cost savings targets. Managed the Human Resources department and implemented change management directives across the organization. Reduced the workforce by 30% and decreased the monthly cash burn by 35%

Raised capital in a $10 million private securities offering. Created historic performance and future projections financial statements as part of the due diligence effort. Drafted a private placement memorandum in conjunction with investment banking efforts to raise capital through an equity placement. Initiated and performed due diligence on mergers and acquisitions

Convergent Communications, 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. Managed a team of analysts which created historic performance and future projections financial statements as part of the due diligence effort. After the initial public offering, produced financial information for SEC filings and investor relations as part of the corporate communications team




Created and managed new budgeting and forecasting models and processes that were utilized by managers representing 35 markets. Analyzed market and consolidated financial data to report performance. Reduced the annual budget completion timeline by 30 days and generated instant online financial reports distributions. Served on steering committee for the company‟s successful ERP implementation, including integration of acquisitions

Directed startup activities for an office in a new market. Analyzed and implemented market penetration strategies, staffing plans, and infrastructure implementation as part of a management team. Hired staff for office administration and sales support. Created sales forecasts and sales personnel incentive programs. Created pricing strategies and analyzed potential sales contracts for profitability

Deloitte & Touche Consulting Group – Atlanta, Georgia 04/1997 – 03/1999 Position: Senior Consultant

Led an Oracle General Ledger international implementation for a major insurance management software company. Created a project work plan and assigned deliverables to the project team to ensure completion. Project included integration issues with other Oracle applications and various legacy systems. Supported all processes during go–live, including closing the accounting month and generating consolidation reports

Led a financial team during a system implementation for a ship–manufacturing U.S. government contractor. Created project plans, 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. Transferred software–specific and accounting best practices to client personnel through leading design sessions, training users, and preparing documentation

ICG Communications, Inc. – Denver, 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, including cash flow analyses, capital assets valuations, and fit–analyses. Analyzed telecommunications products‟ profitability for executive review. Developed divisional strategic budgets and long–term plans. Provided analysis support for public offerings of debt and equity

The Prudential Bank and Trust – Atlanta, Georgia 10/1990 – 11/1994 Position: Senior Staff Account

Facilitated financial systems/software training for management and staff. Developed departmental budgets and forecasts. Performed internal audits of risk management and efficiencies. Prepared board report. Automated reporting procedures for system conversion to Oracle

EDUCATION Bachelor of Science, Finance – University of Colorado, 1990 Various Oracle Certifications Center for Creative Leadership, 2001 PMI Training

LANGUAGE SKILLS English German




RESUME OF GWEN WALKER: ORACLE PROCURE TO PAY

FUNCTIONAL SUMMARY

Applications: Oracle ERP Applications Releases 10.5 thru 11i (R11.5.10) – Human Resources, Payroll, Financial Statement Generator, ADI, ADE, General Ledger, Payables, Assets, Cash Management, Receivables and System Administration, Purchasing, iProcurement, Career Management and Recruitment, HRMS, Oracle Basic, Standard and Advance Benefits, Financial Analyzer, Self Service HR


Gwen has spent the last 15+ years spent implementing, designing and re-engineering business solutions using Oracle Applications and has led numerous Oracle Apps implementations and upgrades. As a senior Oracle Functional Consultant, Gwen has extensive experience in Oracle application versions 10.5 to R12 with a focus on ERP systems with specialized knowledge of the functional architecture of Oracle Financials and HRMS products. She has years of hands on experience in implementation of Oracle applications at client sites, chart of accounts and key data design and managing the overall implementation project to assure client satisfaction. She has provided application consulting, gap and process analysis , application configuration design and setups, test scripts and testing direction, CRPs (conference room pilots), Tar management, data conversion mapping, custom report definition for programmers, custom specifications and mapped (conversion, interface, custom modes and testing), and provided general ERP consulting expertise. Gwen has also designed and developed financial reports using FSG, Financial Analyzer, Discoverer and BI. Developed finance process training material and delivered key as well as end user training.

EXPERIENCE

Solution Beacon, LLC – Seattle, WA 08/2009 - Present Position: Oracle Consultant Client: SDI Media Position: Functional Lead Global implementation (30 countries) of Oracle R12 Multi-Organization, General Ledger, Payables, iExpenses, Receivables, iReceivables, Purchasing, iProcurement, Assets and Cash Management

Provided consulting and implementation expertise to internal and external project team members, encompassing client requirements, discovery, analysis, design, documentation, setup, testing and end user training, including System Administration

Extensively assisted with discovery and design of additional Oracle modules: eBTAX, Projects, 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.

Developed and created Release 12 user training documents and labs for Oracle R12 EBusiness Suite training. Materials and training included R12 Financials Overview, Multi-Org Access Model, Subledger Accounting, eBTax, FAH (Financial Accounting Hub), AGIS (Advanced Global Intercompany System), Report Manager, General Ledger, Purchasing, Payables, Assets,




Receivables, Advanced Collections, Cash Management, Order Management and Inventory modules Client: Travelport Position: Project Lead Global implementation of Oracle R12 Multi-Organization, General Ledger, Receivables, Payables (including 170 MarkView integration), Purchasing, iProcurement, iExpenses, Assets, Cash Management and Discoverer.

Setup and implementation of Oracle modules for US, United Kingdom, Germany, Belgium, Netherlands, Spain, France and additional sites in EMEA region

Extensively involved and assisted with design, setup, testing and training of all implemented Oracle applications, including System Administration

Client: Arbonne International Position: Financials Lead

Project #1 - Setup of a new German organization in Oracle 11.5.10.2 including Multi-Organization, General Ledger, Receivables, Assets and Cash Management

Project #2 - Trouble shot errors and reconciliation issues of General Ledger, Order Management, Receivables and Cash Management, 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 11.5.10.2 implementation

Training Guides developed for General Ledger, Payables, Assets, Receivables and Cash Management

Trained entire company end users on their respective modules Solution Beacon, LLC – Seattle, WA 07/2006 – 06/2007 Client: Leap Wireless Position: Financials Lead

Project #1 – Setup of a new organization including Multi–Organization, General Ledger, iProcurement, Purchasing, Payables, Receivables, Assets, Cash Management, Property Management, Project Costing and System Administration setups

Project #2 – Upgrade implementation from Oracle Release 115.9 to Release 11.5.10.2. o Provided consulting and implementation expertise to internal and external project team members,

encompassing client requirements, analysis, documentation and module training. o Led and supervised upgrade implementation of Oracle General Ledger, Payables, Assets, Cash

Management, Receivables, iProcurement, Purchasing, Human Resources, System Administration, FSGs, (Financial Statement Generator) and ADI (Application Desktop Integrator) Client and Web

Client: Gaylord Hotels and Resorts Position: Financials Lead Upgrade implementation of Oracle Release 11.5.7 to Release 11.5.10.2

Provided consulting and implementation expertise to internal and external project team members, encompassing client requirements, analysis, documentation, module training, FSGs, (Financial Statement Generator) and ADI (Application Desktop Integrator)

Lead and supervised upgrade implementation of Oracle General Ledger, Assets, Cash Management, Receivables, Purchasing and System Administration

Independent Consultant 1995 – 06/2006 Client: Lowe Enterprises




Position: Financials Lead Full life cycle implementation of Oracle Release 11i (R11.5.10)

Provided consulting and implementation expertise to internal and external project team members, encompassing client requirements, gap analysis, design, setup, documentation, module training, FSGs, (Financial Statement Generator) and ADI (Application Desktop Integrator)

Lead and supervised implementation of Oracle General Ledger, Assets, Cash Management, Receivables and System Administration

Client: FormFactor, Inc. Position: Project Manager Full life cycle implementation of Oracle Release 11i

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

Lead and supervised implementation of Oracle Core Human Resources including Self Service, interface to Ceridian Benefits and ADP Payroll

Client: Salter Labs Position: Projects Lead Full life cycle implementation of Oracle Release 11i (R11.5.10)

Provided consulting and implementation expertise to internal project team members, encompassing client requirements, gap analysis, design, setup, documentation, module training

Lead and supervised implementation of Oracle General, Receivables, System Administration, as well as assisting Order Entry

Client: Texas Women’s University Position: Trainer

Oracle Financials Release 11i functional training for General Ledger, Payables, Receivables, Assets and Cash Management

Client: Ixia Position: Projects Lead Full life cycle international implementation of Oracle Release 11i (R11.5.10)


Lead and supervised implementation of Oracle General Ledger, Payables, Assets, Cash Management, Receivables and System Administration

Incorporated firm‟s Sarbanes Oxley processes into Oracle Tutor

Assisted technical resource with conversion and interface requirements and specifications. Oracle On Demand implementation

Client: Point 360 Position: Projects Lead Full life cycle implementation of Oracle Release 11i (R11.5.9)


Lead and supervised implementation of Oracle General Ledger, Payables, Assets, Purchasing, Cash Management, Receivables, System Administration, and Inventory

Assisted technical resource with conversion and interface requirements and specifications




Client: Glendale Community College Position: Projects Finance Lead Full life cycle implementation of Oracle Release 11i (R11.5.9)

Provided consulting and implementation expertise to internal and external project team members, encompassing design, setup, module training, FSGs, (Financial Statement Generator) and ADI (Application Desktop Integrator)

Lead and supervised implementation of Oracle General Ledger, Payables, Assets, Purchasing, Receivables, System Administration, and iProcurement

Client: Deloitte Consulting Position: Project Lead

Trimble Navigation – Global Upgrade Oracle Applications Release 11.5.5 to Release 11.5.9 sites included Sunnyvale, Dayton and The Netherlands

Client: Ernst & Young Position: Project Team Member

Continuum Health Systems – System Setup, Controls, Security and Audit Review of HRMS implementation

Sarbanes–Oxley Assessments, Action Plan Development, Remediation Support, Risk Assessment, System Security, Change Control, Configuration and Integrity Assessments; General Controls and Computer Application Assessments and Business Continuity Planning Assessments

Client: Sasco Position: Project Manager Full life cycle implementation of Oracle Release 11i (R11.5.9)

Provided consulting and implementation expertise to internal and external project team members, encompassing project management, client requirements, gap analysis, design, setup, documentation, module training, FSGs, (Financial Statement Generator) ADI (Application Desktop Integrator), ADE and end user training

Lead and supervised implementation of Oracle General Ledger, Payables, Assets, Purchasing, Cash Management, Projects, Receivables, System Administration, Payroll and Human Resources, Career Management and Recruitment

Client: Deloitte Consulting Position: Trainer

ACCO – Oracle Financials and HRMS Release 11i training

Upgrade training from Oracle Applications Release 10.7 to 11i Client: DePauw University Position: Functional Project Manager and Lead Full life cycle implementation of Oracle Release 11i (R11.5.8)

Provided consulting and implementation expertise to internal project team members, encompassing client requirements, gap analysis, design, setup, documentation, module training, FSGs, (Financial Statement Generator) ADI (Application Desktop Integrator), ADE and end user training

Lead and supervised implementation of Oracle General Ledger, Payables, Assets, Purchasing, Cash Management, System Administration, Payroll and Human Resources including Oracle Basic, Standard and Advance Benefits, Career Management and Recruitment

Single consultant for all modules, implementation to Go Live from start to finish in five months Client: Chugai Pharma USA, LLC & Chugai USA, Inc.




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.,




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




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


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


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




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, implemented, and assisted in winning Oracle financial applications worldwide

Developed proposals and recommendations to clients and prospective clients regarding implementation, conversion issues, 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, detailed technical and sales presentations for Oracle Financial Applications: General Ledger, Purchasing, Payables, Assets, Receivables, Inventory, Order Entry, Human Resource Projects, and Application Object Library, to all levels of clients and prospects, on site, at seminars, user conferences and trade shows

Computron Technologies, Inc. – Los Angeles, California 1992 – 1993 Position: Consultant/Sales Representative

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, for a complete line of financial products, Report Writer and Inquiry tools, residing on various hardware platforms

Compuserve/Collier Jackson – Los Angeles, California 1990 – 1992 Position: Consultant/Sales Representative

Implemented, 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. New business generated through customer base, cold calls, seminars, trade shows, and creative prospecting

Established network relationships with hardware representatives, consultants and third party vendors

Consultative selling accomplished by identification and qualification of client requirements. Orchestrated, presented and demonstrated solutions utilizing precise demonstrations

Computer Associates, Inc. – Los Angeles, California 1987 – 1989 Position: Western Region Technical Manager

Began as a Consulting specialist, provided Western Region clients with implementation expertise and technical user training, for the complete line of Masterpiece financial applications, on site, at continuing education classes and workshops

Promoted to Pre Sales specialist provided technical and sales presentations and demonstrations, for a complete line of financial products, Report Writer and Inquiry tools, residing on various hardware platforms

Promoted to Regional Technical Manager

Managed pre and post sales (consulting) personnel

Responsible for hiring, training, directing and evaluating employees




Provided staff training in presentation skills and product knowledge for financial applications and business decision software. Division revenues increased 75%, due to superior product presentations, tailored demonstrations, strong prospect qualifications and requirement analysis

Developed personnel training and classes for on site, continuing education and workshops Self–Employed – Houston, Texas and Calgary, Canada 1984 – 1987 Position: Partner/Consultant

Designed, wrote specs, documentation and sales brochures for an integrated Petroleum Accounting System, for the purpose of resale

Created successful market penetration of products and marketing agreement with IBM. Increased revenues 100%

Developed demonstration system

Presented and demonstrated products at vendor facilities, trade shows, seminars and prospect sites

Provided extensive customer consulting services, including implementation, education and training of Petroleum software, accounting, office procedures and organizational skills

Amaco, Inc. – Houston, Texas 1981 – 1984 Position: Consultant/Sales Representative

Began as a post sales specialist, 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, Manufacturing and Property Management software products and services on a nationwide basis. Achieved 200% sales quota

Chemshare Corporation – Houston, Texas Position: Assistant Controller

Managed, trained and hired accounting personnel

Performed all phases of accounting

Converted, installed and implemented computerized accounting systems

Performed cost accounting and project leader functions, audit, and client write work

Prepared financial statements and tax returns Mann & Frankfort CPA Firm – Houston, Texas Position: Principal Accountant

Managed, trained and hired accounting personnel

Performed all phases of accounting

Converted, installed and implemented computerized accounting systems

Performed cost accounting and project leader functions, audit, and client write work

Prepared financial statements and tax returns

EDUCATION University of Southwestern Louisiana, BS Accounting

TRAINING Attended numerous management, sales, consulting, accounting and personal growth seminars




RESUME OF IVY ONG: PEOPLESOFT PS TECHNICAL SECURITY

TECHNICAL SUMMARY

Applications: Campus Solutions HRCS 9.0, Peoplesoft Student Administration , PeopleSoft Security, PeopleTools, Student Information Management System (SIMS)

Tools: Query Tool, Application Designer, Ad Hoc Query Tool (Golden & Oracle SQL Developer)

Languages/Other: C, COBOL, SQL, HTML, DHTML, Javascript, CGI


With over 20 years experience, Ivy has extensive information technology experience in analysis, development, application support, systems testing, and systems documentation. Her analytical and problem solving skills are excellent.

EXPERIENCE

Solution Beacon, LLC – Seattle, WA 02/2010 – Present Position: PeopleSoft Consultant Assist with various IT projects

Capella University – Minneapolis, MN 01/2008 – 02/2008 Position: PeopleSoft Security Analyst Provided support for their upgraded HCM CS 8.9 system Technical environment: HCM CS 8.9, PeopleTools, Oracle SQL Developer, Application Designer

Set up security as well as troubleshot and resolved all Student Administration security related issues/problems.

Client: National University, San Diego, CA 10/2007 – 12/2007 Position: PeopleSoft Student Admin Functional Consultant Upgrade of National University‟s Campus Solutions HRSA 8.0 to HRCS 9.0. Advise and make recommendations to their Security Administrators on how to improve and streamline Peoplesoft security; Technical environment: Campus Solutions HRCS 9.0, PeopleTools 8.49, Ad Hoc Query Tool (Golden & Oracle SQL Developer), Application Designer

Analyzed security requirements and wrote specifications for the automation of security assignments

Analyzed and made recommendations for improvements of existing security reports

Met with users to discuss security revisions

Set up new model ids, roles, permission lists

Completed Fit/gap analysis for Self Service

Provided production security support where required Client: Simon Fraser University 08/2004 – 09/2007 Position: Business Analyst Functional support for the Student Information Management System (SIMS) plus upgrade to Campus Solutions 8.9 in March 2007

Provided functional support for the Peoplesoft Student Administration 8.0 system, focusing on Records and Campus Community modules, and supporting the Financial Aid, Admissions, Recruitment and Student Financials modules where required.




Provided support for the Campus Solutions 8.9 system, focusing on Admissions/Recruitment and Campus Community modules, and supporting the Records, Financial Aid and Student Financials modules where required.

Troubleshot and resolved production problems

Worked with end users to identify requirements

Created functional specifications

Developed testing documents, conducting application testing and working with users to perform user acceptance testing

Implemented bundles upgrade

Position: Security Analyst

Developed security procedures, determining user security requirements, security reporting and setting up security for the Peoplesoft campus community users

Managed access controls of the technical and functional team members in the production and development/test environments

Project: Single Computing ID Conversion Project 04/2007 The purpose of the Single Computing ID initiative was to merge staff/faculty/student with 2 computing ids into a single computing id. As a Business Analyst for the project, my responsibilities were to:

Identify, analyze requirements and create functional specifications

Develop test scenarios and test plans

Conduct functional and acceptance testing

Provide post conversion support Campus Solutions 8.9 Upgrade Project 03/2006 - 03/2007 Position: Security Administrator/Business analyst Upgrade of Student Administration 8.0 system to Campus Solutions 8.9. Technical environment: Campus Solutions 8.9, PeopleTools 8.47, DB2 8.2, Query Tool, Application Designer

Analysis of security requirements

Set up and configuration of security (eg, masking configuration, reporting security, equations security, etc)

Set up model ids, roles, permission lists, Student Administration/Student Financials security, user defaults, speed keys and trees

Mapped users to the appropriate model ids

Planned and coordinated testing activities for security models and security conversion

Administered portal security

Provided security, functional and technical support to the upgrade technical and functional team members where required

Web Designer 2003 to 2004 As a freelance Website Developer/Designer, I developed websites for small businesses and non-profit organizations. Technical environment: HTML, DHTML, Javascript, CGI, Dreamweaver, Adobe Acrobat, Photoshop Pacifica Papers Inc 1998 to 2002 Position: SAP Basis Administrator Technical environment: HP3000, COBOL, Image, View, Suprtool, Adager, Qedit, Mbspool, MPEX, Allbase/SQL, EDI, Tandem, Reflections, HP9000, SAP R/3, HP OmniBack II, HP-UX, Oracle




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, issues tracking, problems identification and resolution, troubleshooting, code modifications, testing, data backups, database management, and systems documentation

MacMillan Bloedel Limited 1997 to 1998 Position: Programmer Year 2000 Conversion project Technical environment: HP3000, COBOL, Image, View, Suprtool, Adager, Qedit, Mbspool, 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+), Client Server, UNIX, PowerBuilder, C, LBMS, 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, Department of HR Development, New Brunswick 1993 to 1996 Position: Analyst for the Partners In Change project Technical environment: FOUNDATION, Method/1, Change/1, Client Server, C, COBOL, 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, monitored test logs, validated test results and resolved testing issues

Participated in the delivery data mapping documents Client: Public Works/Government Services Canada - Ontario Position: Data Administrator and Analyst for the Public Service Compensation System (PSCS) project




Technical environment: FOUNDATION, Method/1, Change/1 methodologies, Client Server, C, COBOL, 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, Data Team, User Advisors and Integrators

Made modifications to code based on design requirements. Client: Rider Travel Group/Government Services Canada Position: Programmer Technical environment: Microsoft Visual Basic

Developed a prototype using Visual Basic. DMR Consulting Group Inc 1992 Client: Workers’ Compensation Board 1992 Position: Programmer Technical environment: ANSI COBOL, VAX VMS, VAX 3100, VAX Debugger, VAX DCL, VAX , Dictionary and TPU Editor

Developed reports for the internal audit department.

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, CICS, CSP Application, IMS, DB2, COBOL, DYL280, 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, TSO/ISPF, JCL, COBOL and IDMS EDUCATION

University of New Brunswick, Fredericton, New Brunswick - Bachelor of Computer Science (Co-operative program) 1993 CONTINUING EDUCATION

Peoplesoft Security (2005)




PeopleTools Overview (2005)

HP-UX System and Network Administration I & II (Learnix - 2001)

Fundamentals of UNIX System (Learnix - 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)




RESUME OF JACQUELINE CAMPHOR: ORACLE FINANCIALS/PUBLIC SECTOR

TECHNICAL SUMMARY

Applications: Oracle ERP Applications R12 – General Ledger, Purchasing, Accounts Payable, Fixed Assets, Cash Management, 11i – General Ledger, Fixed Assets, Accounts Receivable

Other: Lawson 7.0.8 Business Insight: General Ledger, Fixed Assets, Accounts Receivable, Accounts Payable, Billing, Inventory, Procurement and Strategic Ledger; PeopleSoft 7.5 Financials: Accounts Receivable and Billing; Platinum SQL Financials: General Ledger, Accounts Receivable, Accounts Payable, Cash Management and Advanced Allocations


Jacqueline has over 10 years experience with Project Plan Development and Management, Business Requirement Identification, Software Analysis and Fit Assessment, Data Conversion, Systems Integration and Interfacing, Quality Assurance and Testing, Training and System Application Support.

EXPERIENCE

Solution Beacon, LLC – Seattle, WA 09/2009 – Present Position: Oracle Implementations Assists with various Oracle Projects. RPC Solutions, LLC 06/2009 – 08/2009 Position: Independent Consultant Post Implementation Oracle R12

Providing post-implementation support of Oracle R12 Accounts Payable, Purchasing, Fixed Assets, Cash Management and General Ledger for a full-service respiratory company

Deloitte Consulting, LLP 04/2008 – 06/2009 Position: Consultant Implementation of Oracle R11.5.10

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, cross validation rules, 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, Accounts Payables, 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. Conducted an intracompany and intercompany proof of concept, followed by a whitepaper to support




the proof of concept. 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, transaction processing, close process, and external reporting for a high-performance network infrastructure company

7-Eleven, Inc. 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, 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. Administered and implemented Oracle enhancement requests and process improvements

7-Eleven, Inc. 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 3.0 Upgrade (i.e., 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, 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. 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:




Enhancement and support of Oracle Financials 11i GL, AP, and AR for US and Europe locations in a Multi-Org, Multi Currency Reporting environment

Worked on upgrade of AP, AR and GL from 11.5.6 to 11.5.10, created functional requirements, test scripts

Worked on interface for AR with Service Contracts, custom billing software using Bill Presenment Architecture to generate invoices

Environment includes Oracle E-business suite 11.5.9, 11.5.10 - GL, AR, AP, CE, FA, PO, iProcurement, 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. Developed training program requirements, policy and training documentation

Coordinated employee training Arthur Andersen, LLP 05/1996 –12/2000 Position: Senior Consultant Managed and Implemented Lawson Insight 7.0.8 Financials/Procurement

Managed and implemented Lawson procurement and financial modules for a Canadian-based air tour operating company in Toronto, Ontario.

Managed and participated in the technical conversion of vendors, inventory items, and fixed assets

Trained over 30 of the client's users in the accounts payable, fixed asset requisitions, and purchase order modules

Assisted in the development of the Lawson Procurement module presentation for a local hospital

Resolved issues relating to the procurement, asset management, and accounts payable reconciliation processes, 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 7.5 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. Participated in the design, testing, and implementation of Platinum SQL Advanced Allocations module

Developed system procedures for the general ledger, accounts payable, 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, process customer orders, and channel prayer requests/correspondence




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. Documented order entry process procedures for future training endeavors

General Electric Client Business Services, Inc. 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, Inc. 05/1995 –08/1994 Position: Intern EDUCATION B.B.A., ACCOUNTING / B.S., COMPUTER SCIENCE, Langston University - May 1997, E.P. McCabe Scholar, Summa Cum Laude - GPA 3.93 CERTIFICATIONS Certified Public Accountant (CPA) Lawson Insight Financial Certification Finance Transformation Certification - Level 1 (Deloitte) Six Sigma Yellow Belt AFFILIATIONS American Institute of Certified Public Accountants (AICPA) National Association of Black Accountants (NABA), Inc. Concord Church Stewardship Ministry Crown Financial Ministries, Concord Church Coordinator Volunteer Income Tax Assistance (VITA) Program Toastmasters Big Brothers Big Sisters Delta Sigma Theta Sorority, Inc.




RESUME OF LAURA GILMOUR: TRAINING; UPK

FUNCTIONAL/TECHNICAL SUMMARY

Applications: Oracle Application Releases 10.7, 11i, 11x (OM, some Advanced Pricing).

Oracle Application Release 11.5.10.2 and 12 (exposure to FA, GL, AP, AR, OM, WMS, INV, BOM, COST, ENG, EAM, QA, PO, ASCP, iExpense, iProcurement, iRecruitment,

HR)

CRM: Siebel

Microsoft: Microsoft Office Suite, SharePoint, Outlook

Other: Oracle User Productivity Kit (UPK) Releases 2.7, 3.1.6 and 3.5.1, Data Loader

PROFESSIONAL SUMMARY

Laura has over 15 years experience in training. She has led numerous train the trainer programs across multiple industries.. Laura‟s has a broad knowledge of Oracle applications and is a subject matter expert in Oracle eBusiness.She has used a variety of training tools and is an expert in Oracle‟s UPK.

EXPERIENCE

Solution Beacon, LLC – Seattle, Washington 6/2009 – Present 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

Client: Special Metals Corporation – Huntington, West Virginia 06/2009 – Present Project: Oracle Reimplementation/Implementation from Oracle Release 11.0.3 to Release 11.5.10.2

Responsible for UPK Developer library outline, content development and content deployment for Oracle 11.5.10.2 modules.

Responsible for the coordination and execution of Train the Trainer program for client leads

Responsible for training designated client users on UPK Developer.

Manages project documentation repository

Assists functional leads with testing and configuration of various tracks

Provides support for Project Management Fujitsu Consulting – Edison, New Jersey 06/2008 – 06/2009 Position: Consultant Client: Charter Manufacturing – Saukville, Wisconsin Project: Oracle R12 Implementation

Responsible for UPK Developer library outline, content development and content deployment for Oracle R12 modules.

Worked closely with the Change Management Lead to align UPK content development and deployment with End User training plan.




Client: MasTec Inc – Coral Gables, Florida Project: Oracle R12 Implementation

Responsible for development of UPK content, reference materials and presentation delivery for basic and advanced ADI, FSG and Discoverer training.

Client: Edgepark Medical Supplies – Twinsburg, Ohio Project: Oracle R12 Implementation

Responsible for UPK Developer library outline, content development and content deployment for Siebel and Oracle R12 modules.

Responsible for training designated client users on UPK Developer.

Worked closely with the Change Management Lead to align UPK content development and deployment with End User training plan.

Worked closely with Siebel functional leads to support End User training for Siebel CRM. Packeteer, Inc. – Cupertino, California 04/2008 – 06/2008 Position: Independent Consultant- 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, LLC – Seattle, Washington 11/2006 – 03/2008 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 Client: AmeriCredit – Fort Worth, Texas 06/2007 – 09/2007 Project: Oracle Upgrade from Release 11.5.9 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. – Boone, North Carolina 02/2007 – 05/2007 Project: Oracle Upgrade from Release 11.5.9 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, Inc. 04/2005 – 10/2006 Position: Consultant Client: Fellowes Inc. – Itasca, Illinois 01/2006 – 08/2006




Project: Oracle Upgrade from Oracle Release 11.0.3 to Release 11.5.10.2

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. – Fremont, California 11/2005– 05/2006 Project: Oracle Release 11i Implementation

Instructed client on use of project repository system

Served as liaison between project management and client Arco Aluminum – Louisville, 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, 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, issue tracking and resolution and user training and support

Steris Corporation – Mentor, Ohio 07/2002 – 01/2005 Position: Manager, Customer Intelligence

Managed department responsible for defining, 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, Customer Administration 07/1999 – 12/2001

Managed department responsible for domestic Customer account creation, price list and discount table set up and maintenance

Validated vendor and distributor account data Position: Manager, 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, 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 07/1996 – 05/1997

Responded to internal and external Customer inquiries




Entered capital and consumable quotes, product orders and complaint calls Progressive Insurance – Mayfield Village, Ohio 11/1995 – 07/1996 Position: Customer Service Representative

Responded to agent and insured phone calls regarding existing commercial vehicle policies, billing inquiries and commercial vehicle quotes

Position: Support Coordinator 12/1994 – 11/1995

Performed numerous clerical functions in the policy files unit EDUCATION BA in Latin and Classical Humanities graduated Cum Laude from Catholic University of America, Washington, DC (1990 – 1994)




RESUME OF LORNE KAUFMANN: PEOPLESOFT - HR/HCM

TECHNICAL SUMMARY

Applications: Accounts Payable, Purchasing, Human Resources, General Ledger, Asset Management, Payroll/Payroll Interface, Expenses, Accounts Receivable, Benefits

Tools: PeopleRools 4x – 8.49, PeopleCode, SQR/SQL, Process Scheduler, Application Engine, Cobol, Crystal Reports, PSQuery, EDI Manager, Application Server, Tuxedo, Import Manager, DataMover, Mass Change, Jolt/Jrad, Net Fusion, Tree Manager, NVision, Cube Manager, Application Reviewer, Object/Security Administrator, Weblogics, Apache, Application Messaging

Hardware/OS: UNIX (HPUX, AIX, Sun, Windows NT 3.51, 4.0 & 95/98, NOS (Novell 3.12,4.x, Banyan Vines), Solaris, SCO, Sequent, Linux,), Tandem TACL, Networks (IP, NetBUI, Netbios)

Database (RDMS): Oracle 7.x 8.x, 9i, 10g, Sybase 4.92, 10.x, 11.x, SQL Server 6.5/7.0,2005, Informix 4Se, 5.Online, 7, SQLBase 4.92, 11, Dynamic Server

Other: Visual Basic 3.x, 4., Office Suite


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. His key strengths include business development finesse coupled with astute operational and financial management, and interpersonal skills honed in a multi-cultural environment. He has demonstrated ability to build a strong corporate culture grounded in quality metrics with teams that deliver sustainable operating results. Lorne has over fifteen years consulting, deep architecture design and support experience in PeopleSoft applications including, but not limited to, Human Resources, Payroll, Accounts Payable, General Ledger, Asset Management and Expenses, Supply Chain, EPM and CRM. 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, availability and security EXPERIENCE

Solution Beacon, LLC – Seattle, WA 02/2010 – Present Position: PeopleSoft Lead Assists in various PeopleSoft projects

Assists in various PeopleSoft projects Kaufman Consulting Solutions (KCS) 01/2004 – Present Position: CEO CEO for ERP services organization with a primary focus on value-based consulting.

Developed a strategic service offering for PeopleSoft Consulting services which meets the needs of a wide variety of clients

Responsible of overseeing sales, 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, isolation and correction of Performance challenges related to PeopleSoft Finance & HRMS on DB2 Zos




Handled a tried and true methodology, was able to identify and resolve a great number of performance challenges, 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, 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, CSS, Web Servers (logical and Physical), Application Servers (logical and physical) database to achieve the business requirement of 99.999% 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. 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. 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, including but not limited to Network layer (Big IP, switches), Web Layer both physical and logical, 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, 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. 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.

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, ETL data from PeopleSoft into Hyperion/Essbase




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. The objective of this project was to increase scalability and performance while increasing Application and enterprise security and reducing overall cost.

Designed a highly available solution leveraging a more commoditized hardware layer for the middle tier application. Resulting in a highly scalable, 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 8.48 on Financial and published two functions (AR Customer entry, 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, PeopleCode, Isolate and resolve performance problems (Server, Network, Database, Application Server, and Web Server

Skybridge Global, 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.

Provided ERP implementation services and guidance, as well as production systems architectural support in system tuning and optimization

TRANSCHANNEL, 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.

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, consulting, upgrade and security services

Directly managed 31 associates in the ASP Hosting Technical Operations, Customer Care Support, 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; provided expertise and lead management on key engagements

Initiated, designed, and implemented ASP business from inception - building annual revenues to $12 million in less than three years, producing an average of 107% revenue growth annually

Introduced unique solution of multi-tenancy to the operations organization, 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, Solution Center, 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, implementation and support of eleven Version 8 and 7.5 production PeopleSoft environments




Brought over 12 years of IT experience to the Transchannel organization and led Transchannel in building a cost effective, scalable, supportable and efficient infrastructure for each PeopleSoft environment

Responsible for the development of enterprise-wide database implementation standards, policies and procedures for both Informix and OracleDeveloped and implemented configuration standards for all components of the PeopleSoft infrastructure. (UNIX, Database, Web server, Application Server, 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, are technically accurate and are the best solution for the problem

Manages Customer Care, Operations, Solution Center, and Project Office associates to ensure high quality and consistent customer service standards, and procedures

Encourages knowledge sharing; mentors and trains associates in functional and technical PeopleSoft subjects

Led the design of the Solution Center based upgrade practice. 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, 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. Led the tuning and overall performance improvement effort, which yielded over a 5000% performance increase. 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. Designed multiple technical solutions to support the business needs of Corporate Express. 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.

o EAI – (Enterprise Application Integration) Implementing and EAI supportable strategy. Corporate Express implemented an EAI solution using Web Methods. Web Methods was used to control the flow of all interface traffic to and from the Corporate Express environment. 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.

o Bausch & Lomb – Served as the lead technical consultant on this enterprise-wide rollout of Asset Management, Project Costing, Accounts Payable and General Ledger. Assisted with the gathering of both functional and technical requirements for these implementations. Led the Database tuning effort for all modules to ensure the throughput and optimization of the Application.

o Asset Management – Assisted with the data conversion from FAS to PeopleSoft along with the creation of interfaces from Billing into Asset Management. Achieved over 3000% increase in performance gains by tuning Depreciation Calculation (DeprCalc. (SQR) program.

o Accounts Payable – Led the functional and technical fit gap analysis and conference room pilots for the AP module implementation. Responsible for the performance tuning of Voucher Edit, Voucher Post, Pay Cycle (Apy2005 – Payment Selection, Apy2010 –Payment Creation)

o Technical Lead – Overall responsibility for design and implementation of the PeopleSoft Architecture (UNIX, DBA, Application Server, Web Servers, Report Repository)

IBM 1995 - 1997




Position: Senior Technical Assisted in various PeopleSoft projects Air Canada 1996 - 1997 Position: PeopleSoft Implementation Led a team of over 180 consultants from multiple organizations designing and implementing PeopleSoft package.

Developed and implemented an efficient change control process and designed a development life cycle process unique to the application, 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, introducing the use of Citrix Winframe to improve WAN performance

Caesars World 1996 - 1997 Position: PeopleSoft Technical Lead Contracted to lead a technical team in the conversion of legacy systems to PeopleSoft 6.

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.

Assured staff was trained and prepared to roll out systems to 6 other properties over the next 12 months.

DANA Corporation 1995 - 1996 Position: Implementation and Migration

Directed the implementation and migration of this Fortune 100 Company from MVS DB2 to UNIX Oracle.

Designed and implemented a fully fault tolerant infrastructure along with a fault tolerant application (PeopleSoft) by utilizing technologies such as EMC, MC Service Guard, Oracle, CA-Unicenter, Node Manager, Omni-back

Completed project on time and under budget Brock Control Systems 1993 - 1995 Position: Technical Consultant Developed and integrated client/server based business software and services for a sales force automation company.

Served as key member of New Technologies team. Responsible for assuring product compatibility by installing and testing the product on the Oracle, Sybase, and Informix database engines

Designed and configured PC based TCP/IP network centric application connected to UNIX servers




RESUME OF MICHAEL MOSCATELLO: ORACLE GRANTS/PUBLIC SECTOR/PROJECTS

TECHNICAL SUMMARY

Applications: Oracle E–Business Suite Releases 10.7/11i/12 – Projects, Assets, General Ledger, Inventory, Purchasing, Payables, Receivables, Workflow, Application System Administration, Internet Expenses, Internet Procurement, Internet Time

Tools: Microsoft Word, Excel, PowerPoint

Other: Business Process Analysis, System Design, Strategy and Design Facilitation, Process Improvement Assessment, Project Management


Michael has been implementing the Oracle Applications since 1993. His skills include analysis, design, setup, conversion, planning, and training for the functional aspects of Oracle 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. His technical skills include knowledge of Oracle base table structure, open interfaces and building data warehouses for products such as BRIO and COGNOS. He has been implementing & Upgrading Oracle Project Costing and Billing since 1995.

EXPERIENCE

Solution Beacon, LLC – Seattle, Washington 03/07 – Present Position: Senior Oracle Applications Consultant Assists in various Oracle Projects Red Roof Inn (Hotels) Position: Senior Oracle Project Management 02/2008 – 08/2008 New Implementation of Oracle Project (11.5.10) from legacy system for Hotel Construction & Remodeling as well as buying and capitalizing IT, Corporate and other purchases against a capital budget.

Gather Oracle Project Costing Requirements for Capital Projects-Budgets & Project Management as well as integration with Oracle Inventory, Purchasing, Payables, Assets and GL.

Also employed More4Apps Requisition Wizard to build FF&E and statement of work for construction projects

Map Client Project Requirements to Oracle Capital Projects, highlighted GAPS and recommended GAP alternatives

Work with Technical Team to configure and test Project Account Generator Workflow, Project & Budget Workflows, custom project reports and interfaces from third party systems, e.g. Marketplace as well as Project Intelligence

Capital Projects Proof of Concept (POC) and Conference Room Pilot (CRP)

Developed Oracle Capital Projects BR100, Integrated Test scripts and Train User on Oracle Projects and Oracle Project Management

Performed System Integration (SIT), Conversion and Production Setup for Capital Projects and Project Management

Next Wave (Telecom) Position: Project Management 8/2007 – 2/2008 Oracle Project Billing, Oracle General Ledger & Oracle Accounts Receivable 11.5.10.2

Presented and demoed Oracle Project Billing to Finance, Operations and Sales Teams




Gathered, Mapped, and Gapped Requirements for Oracle Project Billing & as well as accounting implications for both Oracle Project Billing, Receivables & General Ledger

Developed, 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, Assets and General Ledger to 11.5.10.2 from 11.5.9.

Managed client upgrade scripts and testing of Oracle Projects, Assets & General Ledger for 3 business units: Cable, Corporate and Interactive Media

Assist AP, PO and Inventory lead in testing multi-org operating units

Review Capital Expenditure process and developed recommendations for enhancing “Capital Expenditure processing, analysis and reporting” using Oracle Projects

Pulte (Homebuilder) Position: Implementation 07/2006 – 9/2006 Implementation of Oracle Project & Project Manufacturing Requirements (11.5.10)

Gather Oracle Project Costing, Management, Billing and Project Manufacturing Requirements

Initial Oracle Project Costing & Management, Project Manufacturing and Oracle Manufacturing Design

Train User on Oracle Project Costing, Project Management & Project Billing

Initial CRP setup of Oracle Project Costing, Management & Billing Next Wave (Telecom) Position: Post Implementation 04/2006 – 6/2006 Post Implementation Audit & Remediation of Oracle Project Costing (11.5.10)

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, ran and trained users on Oracle Project Costing/Management & transaction (Labor, Payables, Expense Reports, Miscellaneous, etc) ,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, Organizations, positions and workflow rules Carlson Corporation (Conglomerate) Position: Implementation 08/2005 – 3/2006 Implementation of Oracle Project Costing (Family Pack M)

Requirement gathering, mapping and gapping for Oracle Project Costing & Management for Conglomerate with different operating groups (Restaurants, Hotels, Travel, Cruises, Marketing Group and marketing funds)

Wrote Decision Design and Functional Solutions for Oracle Project Costing & Management module including account generator, auto accounting, burdening, allocation, labor costing, capital project and budgeting




Developed, wrote and lead the technical team on functional designs for Project Costing & Management including extension and customizations for labor costing, auto accounting, AP/PO workflow and budgets

Worked with and trained the Oracle Asset team on implementing “Capital” Projects. 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, documented, designed and developed plan for upgrade to Family Pack J

Worked and managed users in developing, documenting and implementing test scripts for multi-currency, multi-org (17 sets of Books) for Project Costing, Billing and Web T&E

Collaborated with Oracle support and DBA on upgrades, patches as well as resolving tars.

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, AP, 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, GL and AR

Created and Documented BR100 for Oracle Projects Costing and Billing as well as related information for AP, GL and AR

Developed, 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, 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, training, 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, HR, 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




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, 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, 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.

Lend Lease Development 10/1997 – 10/1997 Position: Implementation of Oracle Project Costing Implementation of Oracle Project Costing, 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, 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, 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, burdening, accounting, etc

Wrote Solution and BR100 document for Oracle Project Costing

Worked with technical staff in developing customization to standard burdening DARC Corporation 11/1997 – 6/1999 Position: Program Manager for Oracle ERP Consulting Practice Assisted in various management programs. Oracle Corporation 12/1994 – 10/1997 Position: Oracle Pre-sales team Responsible for selling Oracle Project Costing, Billing and third party software to clients and training sales consultants on the applications.

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, AR, AP, PO, FA, OE, Inventory, Costing) solution (Product Knowledge Workshop)

Position: Oracle Instructor




Delivery formal Training including Oracle Projects (Costing, Billing and Advanced Topics), General Ledger, Payables, and Assets

Ross Systems 1/1991 – 11/1994 Position: Sales Consultant/Training/Programmer Implemented Custom Projects

Worked as programmer, consultant and trainer on 4GL (Gembase), financial, procurement and custom project system

Implemented custom project system as well as Ross financials that included technical, functional and reporting deliverables for Raytheon, CBR Cement, 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.A in Political Science, SUNY at Cortland, 1975 MS in Special Ed/Psychology, Vanderbilt University, 1978 MBA Accounting, CUNY at Baruch, 1991




RESUME OF NAREN THOTA: REPORTING

TECHNICAL SUMMARY

Applications: Oracle Applications Releases 10.7NCA, 10.6SC, 10.7Char, 11.0.3, 11i (11.5.10.2, 11.5.9, 11.5.7 and 11.5.2), Release 12 – GL, AP, AR, FA, PA, PO, INV, BOM, WIP, Order Management, Grants Management, Labor Distribution, Workflow

RDBMS: Oracle Versions 6, 7, 8, 8i (8.1.7), 9i, 10g Oracle Tools: Developer6i (Reports Builder6.0.8, Forms Version 6.0.8), Developer/2000

(Forms4.5, Reports2.5), Oracle Discoverer3i (3.1.36)/4i/10g, BI/XML Publisher, Oracle Daily Business Intelligence (DBI), OBIEE10.1.3.2 & 10.1.3.4, SQL*Forms3.0, SQL*Plus, SQL*Loader7.x, SQL*ReportWriter1.1, Oracle Database Designer1.0, ERWIN2.6/4.1, Oracle AIM Tool

Languages: C, SQL, PL/SQL, Pro*C, HTML4.0, VBScript5.0, Java/JavaScript Operating Systems: HP–UX, DIGITAL UNIX, SCO UNIX, VMS, MS–DOS, NT Hardware: IBM PC Compatibles, HP 9000, DIGITAL SYSTEMS, WINNT server Software: Informatica5.2/6.1, Teradata/DecisionPoint Software, Toad6.2, JCS–Redwood

(Job scheduler), PVCS6.5, SmartDB, BrioQuery4.0, PowerBuilder, MS–Access, Microsoft Visual InterDev


Naren Thota is a Solution Architect at Solution Beacon, with over 14 years of experience in the Oracle E–Business space starting from Applications Release 10.6SC to Release 11i and Release 12, specializing in the areas of development, team lead, project lead and/or project manager. Naren has extensive experience in implementing Business Intelligence Solutions for Oracle E–Business customers using Oracle BI Products (Discoverer, DBI, OBIEE) and third–party packaged solutions such as Informatica and Teradata‟s DecisionExperts (formerly DecisionPoint Software). He is an active member of local and regional OAUG user groups for the past few years, presented several papers on Business Intelligence solutions, authored Business Intelligence content in Solution Beacon‟s recently released book, „The Release12 Primer‟. He is currently serving as a Chair for the Applications Forum for the Dallas Oracle Users Group. EXPERIENCE

Solution Beacon, LLC 04/2001 – Present Position: Solution Architect

Team lead, Project lead and/or Project management services

Business Intelligence Practice Management, and Solutions Architect on Data Warehouse solutions

Install and upgrade Oracle RDBMS, Tools, and Applications

Provide technical specifications, design/develop and implement Oracle Financial applications

Interface with clients to determine system specifications and requirements. Research and synthesize information to solve complex business problems

Project: General Dynamics Information Technology Environment: Oracle E–Business Release 11.5.10.2 (Oracle Projects Costing and Billing), Oracle Business Intelligence Enterprise Edition (OBIEE) 10.1.3.4.1, Windows 2003 64-bit

Architect, and complete oversight on architectural planning options, installation and implementation of the OBIEE solution

Architected custom design solution for both the Data Warehouse and the Repository

Development and implementation support with the Data Warehouse, ETLs, Repository build, Answers, Dashboards, BI Publisher




Architected custom security mapping and design, both at the data level as well as the presentation service. 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, Dashboards development and support

Performed extensive performance tuning both with the Database, as well as with the OBIEE App. Implemented Event Caching configuration to automate purging of Cache entries with ETL updates

Supported best practices, standards, performance tuning, knowledge transfer, training developers and technical recommendations

Project: Transportation and Security Administration (Department of Homeland Security) – Unisys Corporation Environment: Oracle E–Business Release 11.5.10.2, Oracle Business Intelligence Enterprise Edition (OBIEE) 10.1.3.4.1, Solaris O/S

Architect, Project lead and technical lead in the initiation, installation and implementation of the OBIEE solution

Responsible for full life development on the project to include Business Requirements analysis, Design, Development, Testing, Deployment, Client Relationships, and Project Management

Architected deployment of the product suite on Solaris servers; supported production deployment with F5 load balancers and failover configuration, with a second failover server for OBIEE

Architect custom solution to track Toxic Inhalation Hazard material movement on Freight Rail (TIH-RAIL) trains

Architect complete data model (Star Schema), custom solution and schema to reside in the Oracle EBS suite leveraging FND_LOOKUPS, concurrent programs to process data feeds from external Freight Rail sources

Lead deployment of Service Analytics (pre-built BI Apps content), custom enhancements, integration with Rail dimensions

Integrate Oracle E-Business Suite 11.5.10.2 with OBIEE Answers and Dashboards with Oracle FND_USER and FND Responsibilities from an end-user security stand-point. 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, prepared test cases for testing in subsequent phases Project: Stewart Enterprises Environment: Oracle E–Business Release 11.5.10.2 (Oracle HR and Payroll), Oracle Discoverer

Architect, 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 11.5.10.2, Oracle Business Intelligence Enterprise Edition 10.1.3.2 (OBIEE suite), Noetix Views, 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




Environment: Oracle E–Business Release 11.5.10.2, Teradata DecisionExperts Data Warehouse, Discoverer10g, Oracle Daily Business Intelligence (DBI for Financials)

Assist with Data Warehouse performance tuning, both data extracts and end–user query optimizations

Support Discoverer fixes and extensions

Configure and setup GL, Payables, and Receivables Intelligence for EBS Release 11.5.10.2

Customize pre–seeded Intelligence Reports and Dashboards Project: Teradata Environment: Oracle E–Business Release 11.5.10.2 (Financials, Procurement, Inventory, and Order Management), Oracle Business Intelligence Enterprise Edition 10.1.3.2 (OBIEE suite), 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, hierarchies, drill-down, drill-across abilities etc.

Enforced best practices approach in architecting the solution

Lead end-to-end data validation effort

Lead Report and Dashboard creation effort, to package the solution for TDE

Lead performance tuning effort on repository design, optimize Star-Schemas for End-user reporting Project: NCR Corporation Client: Saudi Telecom Company Environment: DecisionExperts Data warehouse software (from Teradata), Oracle E–Business Release 11.5.10.2 (GL, AP, AR, PO, INV, FSGs), custom external Oracle sources, Teradata database, Oracle database, Business Objects

Project Lead and Technical Lead in the installation, implementation, customization of Teradata DecisionExperts Software (canned data warehouse package) for the afore–mentioned modules from Oracle E–Business Release 11.5.10 source

Architect several star–schemas for external data sources, support team with the design and implementation of the same using ETL engine of DecisionExperts

Implementation includes configuring Key FlexFields, Descriptive FlexFields, FSAs (equivalent to FSGs in Oracle), Drill–Across and Drill–Down functionality for Analytical reporting, etc.

Support and lead Business Objects developers to deploy front–end analytical capabilities for the data warehouse

Project: Avista Corporation Environment: Oracle E–Business Release 11.5.10.2, Discoverer10g, Daily Business Intelligence (Payables, Purchasing, Supply Chain)

Upgrade Discoverer4i to Discoverer10g on OAS10g Release2. Migrate Custom EULs also into the new Version 10g environment

Validate Folders, Business Areas, Workbooks, create new workbooks etc. Setup Discoverer links with Oracle Applications home page with certain set defaults

Configure and setup DBI for Payables, Purchasing, and Supply Chain (Inventory) Project: Solution Beacon Environment: Oracle E–Business Release 11.5.10.2, Release 12, Oracle Business Intelligence Enterprise Edition 10.1.3.2 (OBIEE suite), 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 11.5.10.2 OLTP data source




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, Payables, and Receivables Intelligence Project: Core Labs Environment: Oracle E–Business Release 11.5.10.2 (Financials), EPB, XML/BI Publisher 5.6.3

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, 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 11.5.10.2 (Oracle Projects), 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 11.5.10.2 (project under–way), XML Publisher

Assist in the Globalization effort (multi–org, multi–currency, multiple SOBs) of Oracle E–Business with the addition of Australian and Qatar orgs

Install XML Publisher as a Proof–of–Concept, 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, 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. 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, Oracle E–Business Release 11.5.9 (GL, AP, AR, PO, FA, INV, BOM, OM, WIP, Quality, custom ShopFloor schema), XML Publisher, Daily Business Intelligence

Primarily played two roles. 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, in the development of custom extensions around ShopFloor extensions for Oracle E–Business suite. Job includes managing Offshore consultants from Oracle, provide technical expertise, direction, code review, MD document review, bring clarity on business requirements, etc.

Initiate use of XML Publisher VS usage of Optio Software currently in place. Install XML Publisher as a proof–of–concept, coded custom Concurrent programs to print ShopFloor tags. Created custom layout templates (RTFs) to format and arrange data to produce necessary tags

Configure and setup DBI for GL, AP, and Purchasing as a proof–of–concept, demonstrate delivered reports and dashboards, demonstrate how to Customize, etc.

Re–engineer code migration workflow process between Offshore, on–site DBA team, on–site SysAdmins, Business Analysts etc. to streamline code migrations and notifications with minimal interruption and for cleaner installs




Performed Application SysAdmin responsibilities, helped fix setup issues in Responsibilities, Request Groups, Form Functions, etc.

Project: Progressive Insurance

Environment: Oracle E–Business Release 11.5.10 (AP, PO, AR, FA)

Proof–of–Concept on ETL tool selection for Progressive‟s Business Intelligence needs for Oracle E–Business needs. 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 11.5.10.2, modules include AP, PO, AR, and FA. Oversight includes review of document and coding standards, provide direction and support, periodic check on progress, etc.

Project: Carnegie Mellon University

Environment: Upgrade of Oracle Applications Release 11.0.3 to Release 11.5.10. Subsequent Data Warehouse upgrade in–line with the source upgrade. Modules include GL, AP, AR, PO, HR, LD, GM

Technical oversight over Development team in the upgrade of the afore–mentioned modules from Release 11.0.3 to 11.5.10 environment

Responsibilities included identifying exact resource needs for the upgrade of certain customizations, advice on architectural and table changes between Releases 11.0.3 and 11.5.10, coding standards etc. in addition to tracking progress of Developer consultants

Team lead in the parallel upgrade of Data Warehouse for Release 11.0.3 to Release 11.5.10 source change. Prepared project plan, upgrade path, customizations, standards, etc.

Responsibilities include identifying architectural, table and process changes between source changes, advice team to upgrade the DW business areas around the changes, set standards, set multi–org and multiple sets of books logic into the DW etc. Work with functional team in determining the above changes, validations, sign–offs, etc.

Project: Trustreet Properties

Environment: DecisionPoint Data warehouse software, Oracle Applications Release 11.5.10 (GL, AP, AR, PO, PA, PN), Discoverer4i support

Technical Lead in the upgrade of DecisionPoint Software server code and Administrator code in–line with the Applications upgrade from Release 11.5.8 to Release 11.5.10

Implementation of PN domains sourced from Oracle Applications Release 11.5.10 PN modules

Customizations around business areas in AR, GL, PN, etc.

Assist developers in Discoverer4i EUL extensions, report creation, etc.

Project: DecisionPoint Software – Worthington Industries

Environment: DecisionPoint Data warehouse software, Oracle Applications Release 11.5.10 (GL, FSGs, AP, AR, PO, INV, 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, implementation, customization of DecisionPoint Software (canned data warehouse package) for the afore–mentioned modules from Oracle Applications Release 11.5.10 source





Worked with Cognos developers to deploy front–end analytical capabilities for the data warehouse

Mentored customer on the product, trouble–shooting, and maintenance of the end data warehouse

Project: Perot Systems; Global Home Products

Environment: Oracle Release 11.5.9, Version 9i database. Modules worked on include GL, AP, AR, OM, PO, ECE, Workflow

QA oversight over new development and Performance tuning lead

Review documentation, new code, code revisions, standards, unit testing, etc.

Physical locations of development team is spread–out, no coding standards followed, no technical design specs exist. Worked with operations group in setting standards, processes and procedures in place for all developers to follow. Direct end–result is a stable production environment. 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, 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, activities and activity history, thus successfully purging the tables through standard purge processes

Project: DecisionPoint Software – Carnegie Mellon University

Environment: DecisionPoint Data warehouse software, Oracle Applications Release 11.0.3 (GL, FSGs, AP, AR, PO, PA, Grants Management, Labor Distribution)

Project Lead and Technical Lead in the installation, implementation, customization of DecisionPoint Software (canned data warehouse package) for the afore–mentioned modules from Oracle Apps Release 11.0.3 source


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, web–based reporting tool that reads the metadata for reporting purposes. Created Adhoc queries, Digital Dash Boards, configured Broadcasting of reports, dash boards, etc.

Mentor customer on the product, trouble–shooting, and maintenance of the end data warehouse

Project: DecisionPoint Software – CNL Restaurant Properties

Environment: DecisionPoint Data warehouse software, Oracle Applications Release 11.5.8 (GL, AP, AR, PO, PA, Grants Management, Labor Distribution)

Technical Lead in the installation, implementation, customization of DecisionPoint Software (canned data warehouse package) for the afore–mentioned modules from Oracle Applications Release 11.0.3 source


Chief Architect in the design and build of star–schemas for Sales Logix, Loan Management System, Credit Management System (all SQL Server databases). Design includes tight integration of the




existing domains and dimensions configured for Oracle Apps with the above non–Oracle sources. Built relevant new conformed dimensions to integrate domains sourced from all the three systems

Worked with the vendor in the installation of Decision Cast, web–based reporting tool that reads the metadata for reporting purposes. Created Adhoc queries, Digital Dash Boards, configured Broadcasting of reports, dash boards etc.

Project: University of Virginia

Environment: Upgrade of Oracle Applications Release 11.0.3 to Release 11.5.9. Modules worked on include GL, AP, AR, HR, and PO

Developer lead in the upgrade of the afore–mentioned modules from Release 11.0.3 to Release 11.5.9 environment

Re–design several Discoverer reports to incorporate new Release 11.5.9 changes in HRMS and AR modules

Design and develop a custom process to update original date of hire on per_all_people_f, 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, GL, AP, AR, PO modules. Deliverables include Oracle Workflow customization(s), Oracle Forms, Oracle Reports, Oracle Discoverer, PL/SQL packages, etc.

Project: BearingPoint; National Institutes of Health Environment: Oracle Applications Release 11.5.9 (GL, AP, AR, PO, Projects), Oracle Version 9i, Informatica5.2, ERwin4.1

Senior Data warehouse Architect in the installation, 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, 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, AP, AR, PO, and PA modules of Oracle Release 11i. Reconciliation includes create travel documents in Gelco, associate projects to each document, track flow of document from Gelco to Oracle Applications Release 11i i.e., run standard Purchase Order Imports, run Payables open interface import process, validate invoices, create accounting, create Payment batches, confirm batches, finally run Payables transfer to GL. Run data warehouse extracts from the above modules, validate data by running reports, custom scripts, table validation etc. 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. Customization includes enhancements to dba_profiles, password verify function, password encryption etc. Customization allows authenticated users to only see data they are authorized to see via synonyms, views, etc.

Project: Sino Swearingen Environment: Oracle Applications Release 11.5.7 (GL, AP, PO, PA), Oracle Version 8i, Discoverer3i, WINNT server, Report Builder6i

Customized several reports in GL, AP, and PO modules, includes analysis, design and development. Custom top was created on UNIX to store the above custom reports

Developed various Custom Reports for inter module reconciliation between PA, GL and PO




Developed various Custom Reports including Project / Budget Configuration reports in PA

Develop custom Forms to provide for Projects lookups, Projects personnel assignments, Projects summary, etc.

Developed SQL, PL/SQL Scripts for validating and cleanup of data in PA

Created Data Group for custom reports, registered concurrent executables, and programs. Created customer value sets

Created MD60 documents to document the above reports

Installed Discoverer3i on WINNT server, it was a single machine installation. WebServer, Application server also existed on the same server

Created EUL (End User Layer) on Production Oracle Apps. Created business areas for GL, AP, and PO

Created database users and provided security through Discoverer Admin. Created report templates using Discoverer 3i user

Demo on Reports Builder, Discoverer Admin and User to development staff Project: Sony Electronics Environment: Oracle Version 8i, Applications Release 11.0.3 (GL, AP, AR, FA, PA, INV, PO, OE),

DecisionPoint Warehouse Administrator, DecisionPoint Analyst

Senior Data Warehouse Architect and Project lead in the installation, customization and configuring of the Data Warehouse for the above mentioned modules. Responsibilities include analysis of business requirements, Star Schema design, development, co–ordinate & mentor team, assess issues, scoping, etc.

DecisionPoint Administrator tool is used to create meta–data, schedule and monitor data extracts, 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 Computer Systems Authority 03/1996 – 04/2001 Position: Senior Applications Systems Consultant Project: Omni Hotels Environment: Oracle Version 8i, Oracle Applications Release 11.5.2 (PA, AP, PO, Workflow 2.5)

Customized report to show the commitments, spending and approvals by deriving the information from AP, PO, and PA tables

Customized several reports in PA to include Project detail transaction report, Project miscellaneous project summary report, etc.

Customized several forms to include Projects Form and Projects Plan Cost Form

Customized workflows for PA Account Generation, PO Document Approvals and PO Account Generation

Implemented Project Status Enquiry for Online reporting in PA

Prepared conversion, interface requirements, and migration documents using Oracle AIM Methodology

Project: Verizon Wireless Environment: Oracle Version 7.3.4.4, Oracle Applications Release 10.7Char (PO, INV, OE), Toad6.2




Interfaced enhancements to improve data integrity, process data from new data sources, allow successful data processing audits, etc.

Performance tuned and modularized various interfaces hitting Inventory Transactions and Serial Number interfaces in Oracle INV.

Developed Impromptu catalogs, Oracle reports, modify scripts to accommodate various business needs

Project: GE Medical Systems Environment: Oracle DB Version 8, Oracle Applications Release 11.0.3 (AP, AR, INV, OE), Toad6.2

Technical team lead in the installation, customization and configuring of the Data Warehouse for the above mentioned modules. Responsibilities include analysis of business requirements, design, development, co–ordinate & mentor team, assess issues, scoping, etc.

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, Oracle Applications Release 10.7NCA (PO, AP, AR), Vertex Tax Software

Customized Vertex Tax bridge to control tax processing of AP Invoices, PO purchase orders

Customized several AP and PO related forms to facilitate Tax processing. Includes features such as Zooms, Triggers, etc.

Developed exception reports

Implemented AR customer lockbox interface. Also teamed up in AR receipts conversion project Project: Eaton Corporation

Environment: Oracle DB Version 7, Oracle Applications Release 10.7NCA (INV, OE, PO),

SQL*LoaderV7, DecisionPoint Administrator3.x, DecisionPoint Analyst3.x, HP–UX

Implement Data Warehouse for the above mentioned modules to include implementation of custom objects to store data from Legacy Invoicing & Sales System. Analysis of business requirements, design and develop Data Warehouse and extracts using DecisionPoint Administrator. DecisionPoint Analyst is used to create report templates for use by Analysts at Eaton

Schedule extracts on UNIX, validate and document the implementation details

Train user community in understanding the Data Warehouse, usage of DPAnalyst to query the Data Warehouse, etc.

Project: AAR Corporation Environment: Oracle DB Version 7, Oracle Applications Release 10.7NCA (AP, AR, PO), DecisionPoint Administrator3.x, DecisionPoint Analyst3.x.

Implemented Data Warehouse for the above mentioned modules. Analysis of business requirements, design and develop Data Warehouse and extracts using DecisionPoint Administrator. DecisionPoint Analyst is used to create report templates for use by Analysts at AAR

Analyzed Schema change requests from users. Provide technical solutions and implement the same

Scheduled extracts on UNIX, validate and document the implementation details




Project: Motel6 Environment: Oracle DB Version 7, Oracle Applications Release 10.7NCA (PO), HP 9000, PVCS6.5, Oracle AIM Tool

Interfaced design, development and conversion of Open and Closed POs. Prepare CV70 documents

Applied PVCS6.5 in version controlling during CV70 preparation, conversion program design and development

Project: Motel6 Environment: Oracle DB Version 7, HP 9000, Oracle Applications Release 10.7NCA (PO), HP 9000, Oracle AIM Tool

Technical support for pilot program and implementation of the above modules

Interfaced with users in determining specific requirements, enhancements and modifications. Provide development solutions and technical design specifications to the development team upon interfacing with the user community. Applied PVCS6.5 in version controlling during development life cycle.

Coordinated with Abbott‟s development staff in implementing the above solutions. Also responsible for complex design and development.

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, Responsibilities, Printer setups, Concurrent Program registrations etc.) including creation of custom Value Sets, Lookup Codes, etc.

Responsible for training Abbott‟s permanent staff in regards to usage of Oracle development tools and products

Project: Citizens Telecom Environment: Oracle Version 7, HP 9000, Oracle Database Designer1.0, ERWIN2.6, BrioQuery4 .0

Responsibilities include coding numerous PL/SQL procedures and packages to process daily data requests from Citizens offices all over the US. Procedures are very extensive involving millions of rows of source data (with lot of anomalies and integrity problems) with extensive exception handlers. Applied dynamic SQL concepts and features extensively

Customized Oracle data–warehouse (Customer Information System) from the source data received from different long distance carriers. Data modeling and Reverse engineering of existing data models is performed using Oracle Database Designer 1.0 & Erwin 2.6. 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, create meta–data for OLTP requests as a part of Decision support team. OLTP requests are supported by BrioQuery4.0

Project; Nokia Mobile Phones Environment: Oracle Version 7, HP 9000, Oracle Applications Release 10.6SC (INV, BOM), Developer/2000

Automate Packaging Instructions, for packaging department at the Distribution Center

Application is based on INV and BOM modules of Oracle Manufacturing Applications (Release 10.6). Enhanced the Database, 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 (Forms4.5)

Designed and developed of Packaging Instructions (final product) report for the packaging department. Reported, developed in Developer/2000 (Reports2.5) includes display of package, its




individual components, 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, Developer/2000, SQL*Loader7.x

Designed and developed a menu driven multiple form application (MOC) for IMC–AGRICO (a Fertilizer company). Numerous forms were developed in Developer/2000 Forms 4.5 to keep track of equipment, maintenance, failure history, preventative maintenance information, persons responsible in different departments, etc. Reports were generated in Developer 2000/ Reports 2.5. Menu interface was developed in Developer/2000 Forms 4.5 and all the forms and reports were called from the main menu. 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*Forms3.0, SQL*ReportWriter1.1, Pro*C

Designed and developed a number of data entry forms, to store information required for configuration management, internal and external Flight Design initialization data, and delivery of FD&D flight products using Forms3.0. 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. 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, Inc. 01/1994 – 10/1994 Position: Software Engineer Environment: Paradigm Plus (Object Oriented Meta CASE tool), MS Test3.0, QA Partner2.0

Provided Help desk and On–Site support to resolve customers problems on the product

Software Quality Assurance

Developed Test Scripts for Paradigm Plus using MS Test, QA Partner. Various test tools were evaluated for automating Paradigm Plus test plans (e.g. Auto Tester, QA Partner, Test View, MS Test and Vista products)

Developed Customer training material for OO methodologies (Fusion, OMT) EDUCATION

M.S., Computer Science from University of Houston at ClearLake, Houston, Texas B.S., Mechanical Engineering from Osmania University, Hyderabad, India




RESUME OF RODERICK SINGLETON: PEOPLESOFT STUDENT ADMINISTRATION

TECHNICAL SUMMARY

Applications: PeopleTools 7.x – 8.9, PeopleSoft Student Administration / HR/Payroll, Peoplesoft CRM 8.0, PeopleCode

Tools: , Component Interface, Microsoft Visual SourceSafe 6.0, Application Engine

Languages: SQL/SQR, Vantive Object Studio, MicroFocus NetExpress (COBOL), COBOL/COBOL II

Hardware/OS: MS SQL Server 7.0, IBM-UNIX, Windows NT

Database (RDMS): Oracle 8i and 9i, DB2, VSAM, CICS, JCL, BMS, MVS

Other: Crystal Reports, Easytrieve, Fileaid, IBM Utilities, EXPEDITER, INTERTEST


Roderick has over 20 years experience in Information technology and over 10 years experience with PeopleSoft applications. His experience includes a number of programmer analyst positions and he is the go to person on complex customizations and development. He is well versed in the educational industry having developed, administered and enhanced a multitude of SA applications for varying educational institutions. EXPERIENCE

Solution Beacon, LLC – Seattle, WA 02/2010 – Present Position: PeopleSoft Consultant Assists with various PeopleSoft projects. Indiana University 10/2007 – Present Position: PeopleSoft Student Admin Consultant Customized SA 9.0 Apps. / AE programs where users reported issues.

Enhanced Student Self Service applications based upon user requests

Advised on PS best practices GoARMY.com 03/2007 – 10/2007 Position: PeopleSoft Student Admin Consultant Evaluated existing SA 8.0 customizations in preparation for 9.0 upgrade.

Facilitated Fit-Gap sessions.

Researched 9.0 Release Notes to determine where delivered functionality could replace existing customizations.

Modified PeopleCode / SQR / App Engine applications based on user requirements. Madison Area Tech. College 10/2006 – 12/2006 Position: Production Support Consultant Collaborated with end users to determine the causes and solutions to production problems. Created custom solutions for Peoplesoft Payroll / HR 8.46 and SA 8.1.

Developed application to download Payroll advice data to CSV file. Resolved issue where 3C Checklists were being deleted when associated with Communications.

Developed queries to display employees with no paycheck activity within a prescribed period.

Modified Time Summary by Approver report as per user request.

Modified Missing Grade Report to exclude specific grade / instructor combinations.




Created queries to determine students with missing Careers and insert missing data. Moraine Park Tech. College 05/2006 – 10/2006 Position: Consultant Created SQR programs to load enrollment data from legacy systems.

Advised management of best practices and strategies for data conversion.

Customized transcript report process.

Customized Course Catalog and Class Schedule reports to facilitate the production of paper catalog and schedule.

Developed customized solution which allowed HR staff to forecast total staffing cost based on chosen salary and benefit increases.

Crestone 04/2005 – 052006 Student Administration Consultant/California Polytechnic University Consultant Created reports for the Admissions and Student Financials modules including Re-admit Report, SF Equation Variable Roll and Equation Variable Load processes.

Facilitated design sessions which lead to the creation of an interface to existing Cal Poly scheduling applications.

The American College (Need dates and Position)

Loaded all Student Records data from legacy systems for Campus Solutions 8.9 implementation.

Developed scripts to ensure data integrity by identifying and removing potential duplicate student records.

Created database indexes to ensure optimal performance.

Mapped legacy data to Campus Solutions tables.

Developed Third Party Contract application which processed students Term Activation, Class Enrollment and Tuition Calculation based on Third Party Agreements.

Modified custom Application Messages which sent Book Orders and Shipping Charges through CRM to Supply Chain for fulfillment.

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.

Created Data Mapping documents for the conversion of legacy mainframe data into Peoplesoft tables.

Designed and coded SQR and App Engine programs to load all Course Catalog tables, Student Biograghic / Demographic tables and Student Program / Plan stack data for the UMUC full suite Student Administration 8.1 implementation including HRMS / SA shared tables.

Designed and developed custom Student Financials processes to remove Negative Service Indicators when funds are received (posted).

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.

Cornell University (Need dates and Position)

Designed, Coded and Tested legacy data Conversion and Customizations to PS Contributor Relations 8.0 implementation project using SQR / Oracle.

Redesigned Giving Club process using SQR to accommodate specific Cornell club criteria.

Modified GL Interface process to produce extracts for Cornells accounting system.




Developed interface to Campus Call system and strategy to process Mass Gift / Pledge load for Campus Call data.

Assisted / Mentored Cornell staff with Peoplesoft related methodology. 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.

Report broke out headcounts based on Academic Program, Plan, Fulltime / Parttime basis, On/Off Campus, FTE‟s as well as other criteria. Redesigned Student Financials Corporate Billing process so that an ASCII file is created and used to invoice VCCS Corporate clients.

Extract file included fields not displayed on PS delivered Standard Invoice Requests and addressed many College specific issues within the Virginia Community College System.

Performed 80% of work remotely. Clarkson University (need dates and position)

Rewrote Admissions Funnel Report so that Prospective student data would be included within totals.

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.

Developed a proposal for integrating Peoplesoft SA security with LDAP. University of New Orleans (need dates and position)

Performed needs assessment, Fit / Gap Analysis, Project Management / Scoping and Implementation of Peoplesoft CRM 8 Help Desk Module. Facilitated meetings with users to define requirements.

Created Prototype for UNO which highlighted the Help Desk functionality to the user community, management and directors.

Facilitated incremental design and user reviews.

Hosted roundtables with DBA‟s and other technical staff to address LDAP / Active Directory issues.

Assisted with user training.

Documented application as well as future customization requirements. PeopleSoft, Inc. 01/2000 – 08/2001 Position: Senior Applications Developer, Student Administration

Developed technical design specifications, modified PeopleCode and COBOL enrollment engine programs, developed unit test plans, performed unit and regression tests for delivered PeopleSoft Student Administration applications.

Performed application upgrades when migrating changes from development to production database instances.

Maintained and administrated local databases and codelines in versions 7.0x, 7.5x, and 7.6 so that incidents reported from Global Support Center could be resolved in any of these Student Administration/HR-based versions.

Applications Engineer, Customer Relationship Management (CRM)

Ensured the quality of PeopleSoft‟s Quality, Mobile Field Service and Help Desk application releases.

Configured and administered local client and server machines on AIX/Oracle 8i and Windows NT/MS SQL Server 7.0 platforms, and performed problem determination and troubleshooting of installation scripts and application errors.

Used Perl to develop automated and manual scripts in the performance of multi-platform and multi-browser testing of web and client/server applications.




MIL Corporation 07/1999 - 012000 Position: Lead Technical Analyst Assessment and analysis

Validated and verified Dept. of Housing and Urban Development‟s Real Estate Assessment Center systems.

Evaluated several Y2K analysis tools, made purchase recommendations, utilized analysis tools to identify possible Y2K anomalies, and assisted in unit and regression testing.

Redesigned the Electronic Certification System for the US General Accounting Office (GAO). Reviewed the Dept. of the Treasury‟s specifications as well as current GAO procedures.

Created time and cost estimates, technical analyses and preliminary design documents. Modified and tested the COBOL/VSAM code changes.

Migrated the changes to Q/A and production regions. Documented system. HIP Health Plan of Florida 07/1997 – 07/1999 Position: Senior Programmer / Analyst Assessment and analysis

Developed Centralized ID card printing application; identified and modified existing NY, NJ and Florida (COBOL/VSAM) applications for creation of common layout feeds.

Created executables to invoke TCPIP for automatic file downloads.

Trained operations staff.

Identified and modified the (COBOL/CICS) applications for Y2K compliance. 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.

Created GUI screens using Visual Basic 4.0/MS Access as display and reporting method for transmissions.

Modified existing billing systems for account posting.

Created JCL and Procedures to execute Jobs.

Created the complete documentation for the application.

Provided extensive Accounts Payable/Receivables billing systems development and support. 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.

Provided extensive interface with Argentine, Brazilian and Mexican users and developers.

Modified and created (COBOL/DB2/some IMS) reporting processes according to user and partner specifications.

Documented the complete process.

Assisted in the design and implementation of Revolving Credit Card products for Latin American markets.

Certified Vacations, Inc. 08/1994 – 06/1995 Position: Senior Programmer/Analyst




Maintained and developed online and batch (COBOL/CICS/VSAM) systems for travel/vacation package provider.

Coordinated the development of the interface between airline and hotel systems.

Enhanced new and existing application systems using structured methodologies. Smith Barney/Shearson Inc. 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.

Major systems included: Maturing Securities Tracking; Asset/Commissions Goals Entry; Account Bookings; and Smith Barney/Shearson merger.

Chase Manhattan Bank N.A. 07/1988 – 07/1992 Position: Programmer/Analyst Maintenance and development

Obtained proficiency in maintenance and development of large (COBOL/CICS) business applications (i.e., refined user requirements, designed screens, coded online and batch programs, performed general maintenance/special requests and monitored nightly production streams).

Major systems included: Vendor Payments, DDA and uniform product statements. EDUCATION

BBA, Howard University, Washington, D.C.

RECOGNITION/CERTIFICATIONS People Tools 8.0 PeopleSoft SA and CRM 8.0




RESUME OF SOMU KOPPARTHY: HARDWARE AND DATABASE CONFIGURATION; DIRECTORY

INTEGRATION; PORTAL

TECHNICAL SUMMARY

Applications: Oracle Applications Releases 12, 11i, 11.0, 10.7 (FA, PA, AP, PO, AR, OE, GL, CE, INV, HRMS)

DBMS: Oracle Versions 11g, 10g, 9i, 8i, 8, 7

Oracle tools: OBIEE, Informatica, DAC, BI APPS, Discoverer 10.1.2, TOAD, Oracle Enterprise Manager/Performance Pack, Server Manager, SQL*DBA, SQL*Net 1.2/2.0, SQL*Forms 6i/4.5/3.0, SQL*Report Writer 6i/2.5/1.1

Internet: Oracle Single sign on, Oid, Discoverer 10g, Oracle Portal 10g, Apache

Server, JServer, JSP, Java, JavaScript, HTML, XML, JInitiator, JDeveloper

Case tools: Developer 2000, Designer 2000 Languages: C, SQL, PL/SQL, JAVA, Pro*C, Korn Shell

Operating systems: SUSE LINUX 9.0, HP-UX, SunOS, DG-UX, AIX, Windows NT 4.0, Windows

3.1/95/XP, MS-DOS

Hardware: IBM PC Compatibles, HP 9000 series, Sun Sparc, DG AViiON, DELL Servers, PA-RISC, HP Itanium

Backup software: Alexandria, HP Omni Backup, Legato and RMAN


Somu has over 15 years of Work Experience with Oracle DBA and Technical Architect as well as 14+ years as an Oracle Applications R12/11i/11.0/10.7 DBA and Developer (Financials, Manufacturing, and HR). he ahs installed and integrated Oracle Application Server 10G SSO, OID, Discoverer, and Portal with 11i Applications and installed and configured OBIEE server, Informatica server, DAC server, and BI APPS with R12 applications.

EXPERIENCE

Solution Beacon, LLC – Seattle, Washington 2008 - Present Position: Consultant SDI Media, Los Angeles, CA 09/2009 – Present Position: Oracle Applications DBA Environment: Oracle Database 11g, Applications Release 12.1.1 (GL, AP, FA, AR, INV, HR, INV, iReceivables, iExpenses), Oracle United Linux running on Oracle On Demand Servers

Senior Oracle Applications DBA for Release 12.1.1 with 11g database on a new implementation project.

Oracle On Demand (OOD) is hosting the R12 applications, and OOD is responsible for backups, and cloning.

Responsible for database and applications administration like printer setups, concurrent manager setups, workflows / notifications administration, and patch administration during the implementation phase.

Responsible for tracking changes across multiple instances with the On Demand team.

Installed OBIEE server, Informatica server, DAC, and BI Applications server to implement business




intelligence for R12 applications. Western Area Power Administration, Dept. of Energy, Denver, CO 05/2009 – 09/2009 Position: Lead Oracle Applications DBA Environment: Oracle Database 11g, Applications Release 11.5.10.2 (GL, AP, FA, AR, Federal Financials) HP Itanium, HP PA-RISC

Lead Oracle Applications DBA for team of four DBA‟s for upgrading federal financials applications from 11.5.8 to 11.5.10.2 with database upgrade from 9i to 11G with split configuration.

Responsible for upgrades of development and test instances from 11.5.8 to 11.5.10.2.

Migrated database from 9i to 11g along with platform migration from PA-RISC to HP Itanium.

Upgraded 11i applications from 11.5.8 to 11.5.10.2 along with platform migration from PA-RISC to Dell server running Oracle Enterprise Linux 5.3

Created Application Clones using Rapid clone for creating test instances.

Implemented OATM (Oracle applications Tablespace Model) for the 11.5.10.2 applications. General Dynamics, Scottsdale, AZ 07/2008 – 05/2009 Position: Oracle Applications DBA Environment: Oracle Version 10g, Applications Release 12.0.4 (Oracle Services, Contracts, Projects, Receivables, Install Base, Mobile Field Service) Sun Solaris 5.10

Single-handedly upgraded CRM Applications from Release 11.5.9 to 12.0.4 and, database from 9i to 10G.

Responsible for finalizing configuration of the new Sun server for the upgrade project.

Responsible for upgrades of Development, CRP, and UAT instances for full life cycle testing before the final Production upgrade to 12.0.4.

Responsible for Applications and database performance tuning for the post upgrade. Applied required patches to application tier and database tier as post upgrade patches.

Created Application Clones using Rapid clone for post production support.

Completed implementing Single Sign On to integrate E-Business Suite with the Microsoft Active Directory.

Chicago Transportation Department – Chicago, Illinois 02/2008 – 06/2008 Position: Oracle Applications DBA Environment: Oracle Version 10g, Applications Release 12.0.2 (GL, AP, iProcurement, PO, INV, Budgets, Grants, AR) Oracle United Linux 4.6

Senior Production Applications DBA on Oracle Version 10g, Applications Release 12.0.2, and oracle United Linux 4.6 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, troubleshooting Oracle iAS Version 10g (V10.1.2.0.2) with REPCA.

Proficient in using 10g Oracle Enterprise Manager (OEM) and Oracle Applications Manager (OAM) for Performance, Administration and Maintenance of Databases and E-Business Components

Responsible for troubleshooting all workflow notification issues as workflow administrator

Proficiency in Installing, Upgrading, Patching and implementation of Oracle Applications Release 12

Proficiency with several AD admin tools like Rapid clone, ADpatch, Auto upgrade, ADadmin, ADcontroller, Adsplicer, etc.

Experience Tuning and Monitoring concurrent Processing, Managers, through work shifts/ queues/request sets, groups

Solution Beacon, LLC – Seattle, Washington 01/2007 – 12/2007




Client: Hewlett Packard Outerbay 01/2007 – 12/2007 Position: Outer Bay Live Archive Consultant Environment: Oracle Versions 10g/9i, Applications Release 11.5.10.2, (OM, PA, GL, AR, AP, PO, 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, 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, Ohio 10/2001 – 12/2006 Position: Oracle Financials Release 11i DBA Environment: Oracle Version 9i, Applications Release 11.5.10.2, (PA, GL, FA, AR, AP, PO, CM), SunSparc, SUSE 9.0

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, Applications DBA, Developer, and functional issues

Installed Release 11.5.1 Oracle Applications using Rapidwiz on Sun Solaris 2.6

Responsible for Oracle E–Business Suite upgrade from Release 11.5.1 to Release 11.5.10.2 in various steps (first upgraded from Release 11.5.1 to Release 11.5.5, then from Release 11.5.5 to Release 11.5.8). Last year upgraded from Release 11.5.8 to Release 11.5.10.2 including database migration from Version 8i to Version 9i

Migrated Applications Release 11.5.10.2 from Sun Solaris 2.6 to SUSE Linux 9.0

Proficiency in Installing, Upgrading, Patching and implementation of Oracle Applications Release 11i and Proficiency with several AD admin tools like Rapid clone, ADpatch, Auto upgrade, ADadmin, ADcontroller, Adsplicer, etc.

Responsible for Availability, Integrity, Security and Performance of the Financials database

Written and Maintained Several Monitoring shell scripts to provide and check progress of backups, space/extent management for objects, 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, Managers, through work shifts/ queues/request sets, groups

Implemented partitioning strategies for very large tables.

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, Troubleshooting, Providing Backup & Recovery solutions using Legato

Involved in the installation and configuration of Application Server 10g infrastructure, Oracle portal 10g, and Discoverer 10.1.2

Set up of Discoverer EUL and provided technical support for Discoverer Administrator. Support users with different issues on using Discoverer Admin and Discoverer Desktop versions

Upgraded Jinitiator from 1.1.7.27 to 1.1.8.11

Developed programs using shell scripts to generate reports in oracle applications like standard reports, 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




Vartec Telecom – Dallas, Texas 07/2001 – 10/2001 Position: Oracle Applications Release 11i DBA, Developer Environment: Oracle Version 8i, Applications Release 11.5.3 (PA, GL, FA, AP), Sun Sparc

Technical lead for the interfaces, customizations and conversions for PA, AP, GL, 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, and tasks into Oracle from the Legacy system using Oracle standard APIs

Implemented Oracle Discoverer, 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, PAY, Projects, and AR modules, and assisted in Database and application tuning

Customized project expenditure details report, payment analysis report, cash in transit report, printed purchase order report, and general ledger 180 characters report

Created new reports for Supplier Terms, Supplier Payment History, Invoice and Distributions Count by Development as per the client requirements

Customized project supplier invoice workflow, FA account generator workflow, and project web employees account generator workflow

Solution Beacon, LLC – Seattle, Washington Project: Omni International – Irving, Texas 03/2001 – 06/2001 Position: Technical Consultant (DBA, Developer) Environment: Oracle Version 8i, Applications Release 11.5.3 (PA, GL, FA, AP, PO, CE, iProcurement), IBM RS6000

Responsible for applying patches and database administration

Technical lead for customizations for AP, PO, PA, FA, 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 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, A/P trial balance report, GL trial balance report, invoice payment register, 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, Ohio 10/2000 – 03/2001 Position: Technical Consultant (DBA, Developer) Environment: Oracle Version 8i, Applications Release 11.5.1 (PA, GL, FA, AR, AP, CE, PO), SunSparc

Loaded projects, budgets, and tasks into Oracle from MRI using Oracle standard APIs




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, addresses, 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. Draw form and report are useful for sending the project expenditure and invoice information to a bank, so that the bank will draw the amount from the loan amount

Project: Motel6 – Dallas, Texas 03/1999 – 09/2000 Position: Technical Consultant Environment: Oracle Versions 8, 7.3.4, Applications Releases 11i, 10.7 NCA (GL, AR, AP, FA, CE, PO), SunSparc

Responsibilities include tuning various modules of the financial application, 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. 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, 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, Florida 08/1998 – 02/1999 Position: Technical Consultant (DBA, Developer) Environment: Oracle Version 7.3.4, Applications Release 10.7 (GL, AR, AP, OE), HP K series

Oracle Financials DBA utilizing Oracle 7.3.3/HP–UX and Oracle Applications 10.7SC/PROD16.1 and supporting 8 different production and testing instances. The financial system contains PO, Inventory, GL, AP, AR and OE

Responsibilities include Install and Support Oracle Financial Applications Release 10.7 SC on HP systems, apply patches on the client and the server, create scripts for converting the test database to the production database, performance tuning at database, and systems level




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, and importing invoice information into Oracle Payables

Provide system administration functions such as tuning concurrent managers, creation of users, creation of responsibilities, defining value sets, defining printer styles and drivers, creation of concurrent programs and executables, and registering applications

Provide database security at different application levels

Provide Oracle backups and restores using HP Omni backup, 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, Texas 08/1997 – 07/1998 Position: Technical Consultant (DBA) Environment: Oracle Versions 8, 7.3.3, Applications Release 10.7 (GL, AP, PO), 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. The database sizes vary between 20 GB to 180 GB

Install, upgrade, migrate and support Oracle Versions 7.3.3/ 8.0.4 on HP 10.02/10.20 and create SQL*Net Configuration files. Apply bug patches for the existing software

Install and Support Oracle Applications Release 10.7 SC/Prod16.1 on the Oracle Financial Systems for the South Land Corporation. Participated in Release 10.7 NCA installation at Collective technologies, Austin

Provide Oracle backups and restores using Alexandria and HP, Omni backup, and Legato Networker using RMAN

Perform database and application performance tuning using the estat/bstat and TK Prof

Monitor and tune the rollback segments, redo logs, 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, database availability, database creation, database memory allocation, and database and systems performance tuning

IMN – Irving, 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. The advanced patient management system controls the patient information, and the financial management system controls General Ledger/Payroll/ and Accounts Payable

Installed Oracle RDBMS Version 7.3.3 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, tables, indexes, and views

Provided system support in the areas of database backups, database reorganizations, and database recovery




Provided capacity planning, 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, Texas 08/1995 – 08/1996 Position: Oracle Database Administrator

Involved in the design, development and administration of service level reporting system for MCI‟s Customer Premise Equipment (CPE) managed service customers. 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 7.2.2 on Sun OS System and created multiple instances for testing databases

Provided Oracle performance tuning, 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, Pro*C, and HTML for various purposes of applications development on Sun OS

RFI Corporation – Lafayette, Louisiana 12/1994 – 6/1995 Position: Programmer/Analyst

Designed and developed a manufacturing information system for a jewelry manufacturing company.

The application consists of operations performed at various departments. Reports and transactions were developed for work in process, open batch status reports, bill of materials, and work center status report

The initial prototype of the system was developed using SQL*Forms 4.0, and ReportWriter 2.0. 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, 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, accounts payable, accounts receivable, purchasing, inventory, 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 3.0 clients and Oracle 7.0 back–end

EDUCATION Masters of Science in Engineering, University of Southwestern Louisiana, LA (1992–1995) Bachelors of Science in Engineering, Andhra University, India

CERTIFICATION Certified Oracle Database Administrator by the Oracle Corporation

IMMIGRATION U.S. Citizen




RESUME OF SUSAN BEHN: PROJECT LEADERSHIP

TECHNICAL SUMMARY

Applications: Oracle Applications Releases 9, 10, 11i, 12 Hands on experience in General Ledger, Payables, Approvals Management (AME), Fixed Assets, Cash Management, Purchasing, iProcurement, Alert, System Administration, Workflow, Public Sector Financials, GELCO Travel Manager, Custom financial, Payroll, Distribution, Purchasing, Manufacturing (Pick Database). Management experience in manufacturing, supply chain and CRM applications.

RDBMS: Oracle Versions 7, 8i, 9i, 10g, Unidata, Pick Oracle Tools: Forms 4.X/6i/10g, Reports 2.X/6i/10g, SQL*Plus, SQL*Loader, Workflow Builder

2.5/2.6, XML/BI Publisher, Forms and OA Framework personalizations Other Tools: Toad, Sitescope Monitoring, Mercury LoadRunner, WinRunner, TestDirector,

Applimation Integra Apps (Setup Reporter), Applimation Integra Codebase (Change Manager), Ringmaster, Business Objects

Languages: UNIX Shell Programming, PL/SQL, HTML Certifications: Certified by Logical Apps to implement the AppsRules product and train

AppsRules users Publications: The Release 12 Primer, Shining a Light on the Release 12 World

The ABCs of Workflow for Oracle E-Business Release 11i and Release 12

PROFESSIONAL SUMMARY Susan has over 26 years experience working with Information technology which includes Oracle applications since 1993. 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 has successfully led numerous full cycle global ERP implementations/reimplementations, upgrades and rapid migrations. Susan‟s expertise spans all releases of Oracle and she is well recognized in the industry as a Release 12 technical expert. Susan presents frequently at local, 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.

EXPERIENCE Solution Beacon, LLC – Seattle, Washington 05/2002 – Present Position: Vice President of Technical Delivery

Provide Engagement management and quality assurance multiple concurrent projects for training, upgrades, 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, IOUG, 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, upgrades and assessments




SELECTED SOLUTION BEACON ENGAGEMENTS Project: Special Metals, Huntington, WV, New Hartford, NY, Hereford, UK (in progress) Position: Engagement Manager Release 11.5.10.2 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, 2010

Re-implementation from 11.0.3 to 11.5.10.2 at NY and WV sites with go-lives scheduled in 2011. Release 11.5.10.2/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, effort and risk associated with the Release 11.0.3 reimlementation

Provide recommendations, advantages, 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, reports, interfaces, extensions, and workflow

Functional and technical approach for data conversions

Data archiving strategy Project: SDI Media, Culver City, CA (in progress) Position: Engagement Manager Release 12 Implementation

Provide engagement management and oversight for global Implementation of Financials, CRM, OBIEE with custom solutions for media and entertainment utilizing SOA products

Project: General Dynamics Armament and Technical Products Position: Engagement Manager - Release 11 Upgrade Assessment and subsequent Upgrade Project

Lead the team to assess the impact, effort and risk associated with the Release 11.5.8 to 11.5.10.2 upgrade and recommend upgrade performance strategies to minimize the upgrade downtime window

Provide engagement management for the upgrade to 11.5.10.2

Project: General Dynamics C4 Systems Position: Engagement Manager - Release 12 Upgrade – Financials and CRM

Provide oversight and for Release 12 upgrade in process

Perform quality assurance assessments Project: Sun Life Insurance – Toronto, Canada Position: Release 11.5.10.2 Upgrade Assessment/Health Check

Assess the impact, effort and risk associated with the Release 11.5.8 to Release 11.5.2.10 upgrade

Provide recommendations to minimize risk, follow best practices, reduce downtime window and follow standards

Project: McGraw-Hill – Columbus, Ohio Position: Release 12 Upgrade Assessment

Assess the impact, effort and risk associated with the Release 11.5.8 to Release 12 upgrade

Assist with the development of the project plan for the upgrade




Project: DHL Exel Supply Chain Americas – Columbus, 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, Canada Position: Technical Training for Release 11.5.10.2 Upgrade

Provided training for the Workflow, Oracle Diagnostics, XML Publisher and OA Framework Personalizations

Project: Camping World – Bowling Green, Kentucky Position: Engagement Manager/Technical Manager – Order to Cash, 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, Texas Position: Technical Manager – HR Implementation

Manage the technical effort for upgrade of core HR and implementation of HRSS, iRecruitment, Talent Management, Compensation Workbench and Oracle Advanced Benefits

Implement Approvals Management (AME) for HRSS and iRecruitment Vacancy Approvals Project: S & C Electric – Chicago, Illinois Position: Technical Manager – Upgrade Assessment

Assess the impact, effort and risk associated with the Release 11.5.9 to Release 11.5.2.10 upgrade for customizations, extensions and personalizations

Provide recommendations to minimize risk and follow best practices Project: Antares Management Solutions – Beachwood, Ohio Position: Security Assessment

Document recommendations, remediation and level of effort required to bring security settings in line with recommended security best practices and standards

Document recommendations, remediation and level of effort required to segregate duties for System Administration

Project: Panhandle Energy/Southern Union Group – Houston, 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, Texas Position: Workflow Assessment, Remediation and Training

Workflow assessment – evaluate health of workflow system and remediate errors or problems




Workflow training – teach workflow overview, setup, administration and troubleshooting in classroom setting

Project: Capital Blue Cross – Harrisburg, Pennsylvania Position: Customization Assessment/Lead Development Effort for Customizations/Provide Training

Assessment of customization upgrade requirements and recommendations for Release 11.0.3 to Release 11.5.10 upgrade

Forms 6i Personalizations training – teach 6i Personalizations course in a classroom setting


Direct development effort for upgrade of customizations, enhancements and interfaces from Release 11.0.3 to Release 11.5.10.2

Project: Progressive Insurance – Cleveland, Ohio Position: Project Manager

Lead technical assessment, data conversion assessment and evaluation of enhancements

Manage re–implementation of Oracle GL, FA, 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


Provide recommendations for best practices in the areas of customizations, enhancements, security, management of applications, infrastructure and workflow setup and administration

Project: Rexel USA – Dallas, Texas Position: Project Manager/Development Lead

Manage project to provide end–to–end performance analysis of the production environment across the entire application, 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, California Position: Development Lead

Lead the effort to migrate custom code from Release 11.5.9 to 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, 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, Maryland Position: Technical Manager

Managed technical team responsible for bug fixes and enhancements to the National Institutes of Health Business System




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, Oracle Reports 6i, UNIX Scripts, SQL, 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, SQL scripts, Shell scripts, PL/SQL, 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.

Provided implementation assistance for Release 11.5.8 Public Sector implementation of GL, AR, AP, CM and PO

Implemented Logical Apps AppsRules product

Taught AppsRules implementation and usage

Converted all existing CUSTOM.pll to AppsRules rules

Provided production support for GL, AR, AP, CM, PO and GELCO (bolt–on product)

Key member of team to implement change control procedures for all production changes Project: General Dynamics – Scottsdale, Arizona

Prepared conversion plan for Trading Community Architecture and teach developers how to use APIs for TCA interfaces

Project: Josten’s – Minneapolis, 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.

Key contributor to product enhancement suggestions, training material upgrades and documentation improvements for AppsRules product

Paymentech, Inc. – Dallas, Texas 12/2000 – 05/2002 Position: Oracle Financials Developer

Utilized Forms & Reports 6i, SQL*Plus, PL/SQL, UNIX, the custom library and other tools to develop, analyze, maintain and debug custom code extensions. Helped teach employees tuning and coding tips to comply with Oracle Application standards

Upgraded from Oracle Applications Release 10.7 to Release 11i in 12 weeks

Upgraded custom forms and reports from Forms 4.5 and Reports 2.5 to Forms and Reports 6i. Develop test plans and patch implementation plans

Converted Oracle General Ledger (GL), Oracle Payables (AP) and Oracle Fixed Assets (FA) from a fiscal to calendar year by modifying the database using UNIX and SQL*Plus scripts. This method was chosen to preserve history and detail. Year–end was successfully processed without any issues




Re–created the tax books to reflect a 1999 merger/short tax year, 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, Inc – Rockwall, 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, Inc – Richardson, Texas 12/1987 – 06/1996 Position: Manager, Business Systems

Directed development, maintenance and implementation of hardware and software for all business systems using Oracle, Unidata and Pick databases. Software applications include international accounting, multi–state payroll, distribution, custom applications for hotel movie systems and related products, and manufacturing applications

Directed the implementation of Oracle General Ledger, Accounts Payable and Fixed Assets. Convert legacy data from Unidata to Oracle and integrate other legacy systems with Oracle. The implementation was completed successfully at year end as planned

Designed and developed consolidated financial reporting using Business Objects and SQL for Oracle GL, AP, 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. 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. 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, developed and maintained custom financial, payroll, 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, Inc. – Dallas, Texas 06/1985 – 12/1987 Position: Systems Designer

Designed, developed, implemented and maintained a marketing application to identify potential clients and schedule appointments. Provide all user training for these applications. (Pick Operating System)

Systems Management, Inc – Grand Prairie, Texas 02/1984 – 06/1985 Position: Systems Designer

Provided custom programming for an accounting, payroll, inventory and service software package written for the trucking industry. (Pick Operating System)




EDUCATION B.S. Business Administration, 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 2.6 Advanced PL/SQL Extending Applications: Forms 6i

Oracle – Functional

Oracle Alert Oracle General Ledger Oracle Assets Oracle Payables Oracle System Administration

PRESENTATIONS OOW, San Francisco, CA, October, 2009

Oracle Approvals Management (AME) Case Studies for AP, PO and HR Workflow Troubleshooting in Release 12

OAUG and Road to Orlando Series, Orlando, FL, May, 2009 Oracle Approvals Management (AME) Case Studies for AP, 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, Denver, CO, April, 2008 Administration of Users, Roles and Responsibilities in Release 12 – When Technologies Collide Repeatable, Reliable – FNDLOAD Release 12 Security Recommendations Oracle Approvals Management (AME) Case Studies for AP, PO and HR

OOW, San Francisco, CA, November, 2007 Oracle Approvals Management (AME) Case Studies for AP, PO and HR

OAUG eLearning, September, 2007 Implementing, Customizing and Personalizing AME for AP Invoice Approvals Technical Foundation – Purchasing Oracle Diagnostics for Functional Users OVOAUG, Dallas, TX, September, 2007 Implementing Oracle Approvals Management (AME) for Complex Approvals in AP and PO Workflow Care and Feeding SCOAUG, Dallas, TX, September, 2007 Implementing, Customizing and Personalizing AME for AP Invoice Approvals NCOAUG, Chicago, IL, August, 2007 Implementing, Customizing and Personalizing AME for AP Invoice Approvals




ODTUG, Daytona Beach, FL, June, 2007 Oracle Diagnostics for DBAs, Developers and Superusers Application Security: What Are My Options? NEOAUG, Worcester, MA, May, 2007 Implementing, Customizing and Personalizing AME for AP Invoice Approvals OAUG, Las Vegas, NV, April, 2007 Technical Foundation – Purchasing Oracle Diagnostics for Functional Users Implementing, Customizing and Personalizing AME for AP Invoice Approvals IOUG, Las Vegas, NV, April, 2007 Application Security: What Are My Options? Road To Vegas, Detroit, MI, March, 2007 Release 11i Workflow Functional Overview Application Security: What Are My Options? Road To Vegas, Cincinnati, OH, January, 2007 Release 11i Workflow Functional Overview ATLOAUG, Atlanta, GA, November, 2006

Using Personalizations to Give Your Self–Service Applications a Custom Look and Feel SCOAUG, Dallas, TX, September, 2006

Release 11i Forms 6i Personalization Feature New for Release 11.5.10 ODTUG, Washington, DC, June, 2006

Workflow Ins and Outs Release 11i Forms 6i Personalization Feature New for Release 11.5.10

NEOAUG, Worcester, MA, June, 2006 ABCs of Workflow Setup Forms 6i Personalizations – From CUSTOM.pll to Forms Personalization in Release 11.5.10 Workflow for End Users

OAUG, Nashville, TN, April, 2006 ABCs of Workflow Setup Training Session Forms 6i Personalizations – From CUSTOM.pll to Forms Personalization in Release 11.5.10

SROAUG, Los Angeles, CA, March, 2006 CUSTOM.pll Methodology at NIH: Past, Present & Future The Road to Nashville, Dallas, TX, March, 2006

ABCs of Workflow Setup Oracle Applications Release 11i (R11.5.10) Financials New Features NCOAUG Fall Apps Training Days, Chicago, IL, November, 2005 CUSTOM.pll Methodology at NIH and Forms Personalization in Release 11.5.10 Repeatable, Reliable & Relative: FNDLOAD Oracle Applications and Technology Symposium, Chicago, IL, November 2005 ABCs of Workflow Setup Advanced Security Controls without Customizations

OAUG Training Tuesday Webinar, November, 2005 Workflow Ins and Outs

DCOAUG, Reston, VA, October, 2005 Release 11i Workflow Setup Release 11i Workflow Account Generator

NEOAUG, Worchester, MA, October, 2005 Advanced Security Controls without Customizations Repeatable, Reliable & Relative: FNDLOAD Release 11i Workflow Setup Forms Personalization – New for Release 11.5.10

Oracle OpenWorld Customizations and Extensions SIG, September, 2005

http://repo.solutionbeacon.net/RTNForms6iPersonalizationsvOAUG.pdf

http://repo.solutionbeacon.net/RTNForms6iPersonalizationsvOAUG.pdf

http://repo.solutionbeacon.net/SBWorkFlowSetupOATS.pdf

http://repo.solutionbeacon.net/RTNNewFeatures11510v05-06.pdf

http://www.ncoaug.org/

http://repo.solutionbeacon.net/BehnCustomPllMethodologyatNIHNCOAUG.pdf

http://repo.solutionbeacon.net/SBFNDLoadNCOAUG.pdf

http://repo.solutionbeacon.net/SBWorkFlowSetupOATS.pdf

http://repo.solutionbeacon.net/BehnSecurityControlsWithoutCustomizationsOATS.pdf

http://www.oaug.org/

http://repo.solutionbeacon.net/SBWorkFlowInsOutsOAUG.pdf

http://repo.solutionbeacon.net/SBWorkFlowSetupDCOAUG.pdf

http://repo.solutionbeacon.net/SBAccountGeneratorDCOAUG.pdf

http://www.neoaug.org/

http://repo.solutionbeacon.net/BehnSecurityControlsWithoutCustomizationsNEOAUG.pdf

http://repo.solutionbeacon.net/SBFNDLoadNEOAUG.pdf

http://repo.solutionbeacon.net/SBWorkFlowSetupNEOAUG.pdf




Developing Form Extensions for Oracle E–Business Suite Customers, OAUG Customizations and Extensions SIG, June 2005 Oracle Development Technical User Group (ODTUG), June, 2005 Developing Form Extensions for Oracle E–Business Suite Customers – ODTUG, June 2005 Designer/Developer Expert Panel – ODTUG, June 2005 Oracle Forms Development: Extending Applications the Right Way – NCOAUG, Chicago, August 2003 and MAOP, Washington, D.C. October, 2003 Logical Apps – Insecure About Application Security?, Global HRIS SIG, Orlando, FL, October, 2003




RESUME OF TIMOTHY WIGHT; PEOPLESOFT HR/HCM

TECHNICAL SUMMARY

Applications: PeopleSoft HR Admin, Payroll, Benefits H&W, Retirement, Leave Admin, Compensation, HRO Call Center, HRIT.HRMS


Timothy is a HRIS professional with 18 years of experience implementing database applications to improve business processes and enable data-based decision making. He is a successful project manager that can coordinate cross-functional teams, both on-shore and off-shore, to achieve a common goal. Timothy is a proven relationship manager with experience developing effective SLAs and client/vendor trust in a shared services and environment. He is a skilled data analyst and is able to present complex concepts in a simplified way. He is a very effective people manager that is able to match workers‟ strengths with appropriate roles. EXPERIENCE

Solution Beacon, LLC – Seattle, WA 02/2010 – Present Position: PeopleSoft Consultant

Assist with various PeopleSoft Projects Circuit City Stores, Inc 01/1999 – 12/2009 Position: Wind Down Team Member Handled the HR transition to close.

Selected to transition HR operations to close, including payroll activities and negotiation of HR contracts (benefits, payroll, HR administration, call center, and HRIT)

Position: Manager, HR Information Systems 2007 to Present Led upgrade of PeopleSoft HRMS/Payroll that remained on time, on budget and within the scope of the project charter

Executed complete customization review; 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, analysis, 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; about $150,000 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, trained and managed a team of analysts that monitored data integrity, developed and deployed




a series of scheduled customer reports, satisfied ad hoc data requests, actively participated in system projects, and coordinated activities with functional business partners

Charged with oversight of outsourced support teams (75+ associates), including HR Admin, Payroll, Benefits H&W, Retirement, Leave Admin, Compensation, HRO Call Center and HRIT

Supported key departments in function and systems, including on-line training, staffing, talent management, compensation, executive compensation, 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, HR Operations (Relationship Manager) 2005 - 2007

Managed a $35 million HR outsourcing contract

Developed, 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; an amended contract was signed in 2008

Position: Senior Analyst, Financial Planning & Analysis 2000 - 2005

Developed sales budgets totaling $5.1 billion, and coordinated with leadership for optimal allocation

Established, 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, staffing levels, and expenses

Provided ad hoc analytical support Position: Operations Analyst 1999 - 2000

Created a database to capture field leadership activity and share operational reporting; tool still used through 2009

Developed and enhanced the Weekly Business Summary operational reporting, using an Access database to gather data from many corporate databases

EDUCATION

Bachelor of Science in Finance Virginia Polytechnic Institute and State University, Blacksburg, Virginia RECOGNITION/CERTIFICATIONS

Six Sigma Green Belt Training Conference Board Strategic E-HR Seminar Towers Perrin Outsource Management Conference




Appendix B – Case Study General Dynamics C4 Systems

Company Overview

General Dynamics Corporation is a $27 Billion dollar, Defense contractor headquartered in Falls Church, VA, with other offices in Arizona and Massachusetts. It operates in four areas: Information Systems & Technology (command and control systems), Marine Systems (warships and nuclear submarines), Combat Systems (tanks, amphibious assault vehicles, and munitions), and Aerospace (business jets). The US government accounts for more than two-thirds of sales. General Dynamics C4 Systems (GDC4S) is a division of General Dynamics which develops and integrates secure communication and information systems and technology. With more than 10,000 employees worldwide, GDC4S specializes in command and control, communications networking, computing and information assurance for defense, government and select commercial customers in the United States and abroad.

Business Problem

GDC4S had two concerns in doing an upgrade. Their first concern was that they were not sure if they should go from their current Oracle CRM Applications Release 11.5.9/RDBMS version 9i environment to either Release 11.5.10.2/RDBMS version 10gR3 or Release 12/RDBMS version 10gR3. The second concern was that since they are a CRM centric company, what impact would the upgrade have to their current CRM business processes/environment? GDC4S had very few customizations. but some of their customizations were medium in complexity. 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). This was also a complex application footprint that included Mobile Field Service.

Solution Beacon Project

Solution Beacon proposed doing a Release 12 Technical Upgrade Readiness Assessment. We ran the basic technical assessment including running scripts to find glaring performance issues, application footprints, database sizing, archiving, etc. We discovered that due to the low number of customizations, Release 12 was a better direction for GDC4S. The decision to go to Release 12 provideded a better return on investment by saving the cost of future upgrades, having a longer support period from Oracle, better user interface, less patching and down-time-window along with better functionality and increased quality & stability of the features. Solution Beacon saw no reason why the CRM group should not opt to upgrade to Release 12 rather than Release 11.5.10.2. Selecting Release 12 would not negatively impact the interfaces to the financial environment, irrespective of the timing and release level selected for that environment. Solution Beacon was awarded the upgrade project which began in August of 2008. 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). The project teams were




extremely competent within their areas of expertise. GDC4S knows their business very well and Solution Beacon knows Oracle Applications, the R12 Upgrade process, and methodology very well. Through team focused collaboration, both teams effectively managed their roles and responsibilities and were able to successfully complete their deliverables on schedule. A streamlined approach was utilized to minimize project related costs. This included leveraging internal resources as much as possible and using a single CRP along with one UAT as part of the overall plan. Although multiple CRP cycles are our standard approach, minimal customizations allowed us to include the second CRP cycle as only a contingent requirement depending on the success of the first CRP. While streamlined, 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, roles, responsibilities and approach for go-live weekend

Identification of the unknowns of a major upgrade such as 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.e. 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. CRP and UAT phases were well managed and executed. The complexity of the addition of the Mobile Field Service was resolved in a collaborative effort that included GDC4S, Solution Beacon, and Oracle Corporation. This resulted in unprecedented progress never before attained in R12. 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. This will be a major accomplishment for each organization involved in this project. Solution Beacon was able to eliminate all of the GDC4S Logical Apps rule customizations (these were not supported by Oracle). These were replaced with form personalizations, 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.

Benefits Achieved

Solution Beacon was instrumental in assisting GDC4S to make this important decision. Solution Beacon was able to outline some of the areas in which process improvements and other




improvements could be made to better allow GDC4S to achieve return on their investment in the Oracle Applications. Going with R12 has enabled GDC4S to get onto the most current Application platform. This has them in a position to avoid major upgrades for the medium term (min 5-8 years). Therefore, their IT budgets and resources can focus on new features and functions and not playing techno catch up. Additionally, GDC4S has the ability to stay current with their security patches which in the past while running 11.5.9 they did not. Eliminating playing catch up from their roadmap they re-established their priorities and can stay current with the security patches. The General Dynamics CRM focus and the R12 impacts were positive for General Dynamics. Solution Beacon team highlighted to General Dynamics the new functions and features offered in R12. General Dynamics is comfortable with R12 and will utilize the new features and functions in future phases. This includes a new security model for their multiple business lines and users. Additional benefits include:

1. 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. Eliminated customizations and replaced with personalizations – future upgrades these personalizations will be supported & not require any additional efforts

3. Improved business processes from the applications – R12 CRM apps improved and more efficient (ie security model for CRM apps)

4. Mobile Field Service functions not working in R11 now work in R12 5. Security Patching current 6. Single Sign On implemented to improve end user efficiencies 7. Improved Security Model for the CRM applications 8. 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.




Appendix C- 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. ETI designs and manufactures space qualified Traveling Wave Tubes, Traveling Wave Tube Amplifiers and Electronic Power Conditioners. Additional product lines include Electric Propulsion Systems for satellites and Traveling Wave Tubes for various military applications. ETI is a division of L-3 Communications Holdings, which makes secure and specialized systems for satellite, avionics, and marine communications. The US government (primarily the Department of Defense) accounts for about 80% of the company's business. Commercial products include flight recorders (black boxes), display systems, wireless telecom gear, as well as aircraft repair, overhaul, and technical services.

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 Release11.0.3 to the newest supported version, Oracle Release 12. Having been on the same release for several years, 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, functional leadership, and development expertise in customization remediation and migration.

Solution Beacon Project L-3 management made the decision to manage the upgrade to Release 12 internally, using very senior consultants in key positions in order guide the project and provide knowledge transfer to the L-3 team wherever possible. With the inherent risk of a significant upgrade from Release 11.0.3 to a relatively new release (12), Solution Beacon provided a team of local resources with hands on experience with Release 12 for the project covering Financials/Subledger Accounting, Manufacturing, Order Management / Inventory, Development Lead, and Applications DBA oversight. Team leads commenced by conducting a series of workshops by business area demonstrating R12 functionality, leading into a gap analysis, and the first of three Conference Room Pilots. L-3‟s project had a successful go-live in April 2009.

Benefits Achieved By hiring targeted, senior consultants for the upgrade, L-3 was able to make a massive jump in versions covering Financials and a custom Manufacturing environment while keeping costs at a minimum. With Solution Beacon‟s approach to knowledge transfer, unlike one time training prior to go-live, the L-3 staff received ongoing exposure to and guidance around the applications and the extensive growth in functionality contained in the new release.

http://premium.hoovers.com/subscribe/co/factsheet.xhtml?ID=fffrfhkrkffrshkkyk




Appendix D – Case Study Cricket Communications

Company Overview

Cricket Communications (Cricket), headquartered in San Diego, California, is the operating subsidiary of Leap Wireless International, a customer-focused company providing innovative mobile wireless services targeted to meet the needs of customers who are under-served by traditional communications companies. Cricket/Leap Wireless is a national prepaid wireless carrier with revenues of $1.6 Billion.

Business Problem

Cricket Communications contracted with Solution Beacon to conduct a comprehensive Post Implementation Review of its instance of the Oracle E-Business Suite. Emerging from Chapter 11 protection, Cricket‟s Accounting and IT infrastructure spending was conservative in nature with a mandate of containing costs and maintaining the ERP system “as is.” With the company reaching stable ground and revenues increasing, the Cricket team had the task of shifting from maintenance to a growth mode of investment in process improvement, increased automation, scalability, improved integration across disparate systems, and broader utilization of the chosen ERP platform, the Oracle E-Business Suite.

Solution Beacon Project

Solution Beacon‟s Post Implementation Review of the existing Oracle Release 11.5.9 instance consisted of a comprehensive applications assessment covering the business, functional, and technical aspects of the applications usage within Cricket. The engagement included:

Business process review and specific recommendations for improving the month end close process

Configuration review by module (GL, AP, AR, CM, FA, PN, PO, PA)

Creation of application setup documentation by module

Technical applications maintenance, architecture, and patching

Comprehensive Workflow review of usage, customization, purging, 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 requested that the Solution Beacon team begin to implement the assessment recommendations including process redesign and implementation, configuration changes, new module implementation, resolution of existing issues, and guidance to Cricket senior management on a „re-implementation versus upgrade‟ decision to bring the ERP system to the latest release. Initial project work focused on the optimization and process improvement around Oracle Projects, Financials, and Property Manager, and grew to include a Capital Expenditures Reporting effort. With Cricket acquiring new spectrum licenses from the FCC to enter new markets, Cricket needed a repeatable, efficient process to create new organizations within the ERP to support accounting and timely,




accurate reporting. Our team brought the needed expertise to design, test, and implement a new “Multi-Org” setup process for all future market openings.

Simultaneously, Solution Beacon kicked off two major efforts: a comprehensive “Procure to Pay” (P2P) business process redesign, and an upgrade in the form of a rapid migration to the Oracle E-Business Suite Release 11.5.10.2. Solution Beacon managed all efforts concurrently covering the roles of Senior Project Manager, P2P Process Specialist, Application Architect, module Subject Matter Experts, Development Lead, and Lead Applications Database Administrator (DBA). Solution Beacon‟s efforts around the P2P Redesign and upgrade effort were acknowledged as exceptional within Cricket, being the only projects (among all internal and other vendor managed projects) to meet the original go-live dates and deliverables. Other efforts Solution Beacon has led at Cricket include implementation of Turnkey Solutions Accelerators for the Mercury/HP Testing Suite, integration of a 3rd party system to the Oracle EBS, allowing Cricket to pay suppliers for discounts and rebates across its supply chain, multiple significant patching and regression testing efforts, and the implementation of Oracle iExpense.

Benefits Achieved

A 25% reduction in time and effort required to complete the month end close process

Greatly improved visibility, accuracy, and timeliness to Capital Expenditures Reporting including expenditures, funding and cash flow

Significant improvement, flexibility, 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, tracking, and accounting within the ERP

Implementation of a formal testing methodology, test scripts, and creation of user training materials across the Cricket staff

Cricket retains Solution Beacon resources on an ongoing basis for projects as needs arise, for staff augmentation purposes, and to continue implementation of the recommendations from Solution Beacon‟s original assessment.




ATTACHMENT B BIDDER'S STATEMENT

Interested Bidders are asked to review and provide, as completely and accurately as possible, 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, for the purposes of this provision, is one that owns or controls the activities and

basic business policies of the Bidder. To own the Bidding company means that the "parent" company

must own more than 50 percent of the voting rights in that company. 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, determine or veto basic policy decisions of the Bidder through the use of dominant minority

voting rights, use of proxy voting or otherwise.

The Bidder:

______ IS __X___ IS NOT

owned or controlled by a "parent" company.

If the Bidder IS owned or controlled by a "parent" company, Bidder shall provide the

name, address, phone and fax numbers, and Federal I.D. No. of the company.




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. Please indicate below the businesses for which

you have provided such during the past two (2) years:

1. Company Name: General Dynamics C4 Systems

Address: 8201 E. McDowell Rd., Scottsdale, AZ 85257

Phone # Fax #: Phone: (480) 441-7341/ 877-449-0599

Contact Person: Vivian Pemberton, Manager Customer Care and Supply Chain

Contract Period: From: To: Assessment 11/08, Upgrade 9/08-5/09

Describe Services: Upgrade Readiness Assessment, Release 12 Upgrade, Project Management,

Functional and Technical Lead, and Implementation of Single Sign On. Approximately four consultants,

10-14 General Dynamics personnel involved

2. Company Name: L-3 Communications, Electron Technologies Inc.

Address: 3100 Lomita Blvd., Torrance, CA 90505-5104

Phone #: Fax #: (310) 517-5226

Contact Person: Sandy Kast, IT Manager

Contract Period: From: To: 9/08 – 4/09

Describe Services: Staff augmentation for an EBS upgrade (11.03) to Release 12, Project Planning and

Management, Functional and Technical Leads, R12 workshops. Six consultants, 12-18 L-3 ETI

personnel involved

3. Company Name: Cricket Communications / Leap Wireless

Address: 5887 Copley Dr., San Diego, CA 92111

Phone #: Fax #: 858-882-6081

Contact Person: Carl Frey, Director ERP Operations

Contract Period: From: To: 5/06-Present, Upgrade: 12/06-8/07, P2P: 3/07-6/07, INV/SC: 2/09-Present

Describe Services: Post Implementation Review and Assessment, Upgrade to 11.5.10.2, Procure to Pay

Business Process Improvement, Various Training, AP Assessment, Inventory/Supply Chain Architect,

Ongoing Application Testing, BI Assessment and Recommendations, Interface Development and

Performance Tuning, Apps DBA support, Property Manager optimization and training.




ATTACHMENT B

BIDDER REFERENCES (continued)

Federal, 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. Company Name: Carnegie Mellon University

Address: 5000 Forbes Avenue, Pittsburg, PA 15213

Phone #: Fax #: (412) 268-3987

Contact Person: Deanne E. Weaver, Senior Director, Financial Systems

Contract Period: From: To: 2006-2008, New project currently under consideration

Describe Services: Assessment; Release 11i Upgrade (11.0.3 -> 11.5.10), Workflow Training,

Globalization and Multi-Currency Assistance, Remote Services, Data Warehouse Implementation.

2. Company Name: University of Virginia

Address: P.O. Box 400160, Charlottesville, VA 22904-4160

Phone #: Fax #: (434) 243-6428

Contact Person: Kate Bakich, Technical Director

Contract Period: From: To: 2003, 2005, 2007, R12 Upgrade currently under consideration

Describe Services: System Review, Release 11i Workshops, Upgrade 11.0.3 –> 11i Public Sector

Financials, HRMS, and Grants, Rapid Migration (R11.5.8 -> R11.5.10); DBA Assistance

3. Company Name: Ohio University

Address: Enarson Hall, Columbus, OH, 43210-1390

Phone #: Fax #: (614) 292-3980

Contact Person: Brian Bowe, Director of Business Applications and Information Services

Contract Period: From: To: 2009

Describe Services: Remote DBA Services, Assessment, and Single Sign On/Directory Authentication.




ATTACHMENT B

BIDDER'S STATEMENT (continued)

ADDITIONAL BUSINESS INFORMATION

Standard Business Hours

1. Days of week available for services: as needed by the individual client

2. Business hours of operation: as defined/needed by the individual client

3. On-call/Emergency service hours: 24/7 support available

Phone Number(s): 206-366-6606

Web Address: www.solutionbeacon.com

FAX Number:206-374-8159

General Information

4. Business License Number: MN: 20465-LLC; WA: 56177

5. Number of years in business under current name: Nine

6. Number of offices in the State of Arizona: None

7. 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?:





ATTACHMENT B

ADDITIONAL BUSINESS INFORMATION (continued)

8.Name and address of office assigned to handle the MCCCD account:

14419 Greenwood Avenue, Suite 332

Seattle , WA 98133

9. Account Manager Information:

Name: Joel Howard

Phone: 310-600-1603

Email: [email protected]

10. Contractors License Number(s):

TYPE NUMBER

___________________________ ___________________________

___________________________ ___________________________

11. Do you ever sub-contract any of your services?

____ NO

__X__ YES

If YES, which services?:__Specialty skills or as an interim solution while searching for additional

resources

For any and all future work, Solution Beacon is happy to have individual resources execute the

MCCCD STUDENT INFORMATION SYSTEM NON-DISCLOSURE AGREEMENT.

Alternatively, 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.

mailto:[email protected]




ATTACHMENT C MCCCD STUDENT INFORMATION SYSTEM

NON-DISCLOSURE AGREEMENT

Mary Lou Weiss_______________

Name

02/23/2010___________________

Date

VP, OPerations___________________________________________

Job Title

Solution Beacon, LLC______________________________________

Company Name

I, Mary Lou Weiss___________________________________, agree that when given access to the

Maricopa County Community College District Student Information System (SIS) database or file,

I will not reveal or attempt to reveal any individually identifiable information furnished, acquired,

retrieved, or assembled by me in connection with the SIS database for any purpose;

I will not disclose to the public or otherwise, information from which a student’s records could be

identified; I will not permit any other person to use a SIS account or password;

I will not attempt to identify individual students in the SIS database by joining that data with other data

available to me;

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;

I will report any loss or breach of security to the MCCCD Purchasing Office (Attn: Ren Carlson / 480-

731-8519) immediately; I have read and agree to be bound by the Non-Disclosure Agreement between

Maricopa County Community College District and my Company.

___________________________________02/23/2010________

Signature / Date/

Solution Beacon, LLC _________________________________

Company Name/