• Provided subject matter expertise for the Smart Metering program
• Wrote Business Requirement and Functional Design documents that attached to the Business Charter
• Utilized a SharePoint SDLC system to track important documentation and approval workflow
• Took lead in gathering requirements for a Field Meter Diagnostic portable device

Confidential

• Sungard-Zainet implementation
• Researched and documented PPL's inventory of vendor products and custom built processes
• Focused on custom build add-on processes that needed adjustment to support the Oracle version change and integration with EAI/Zainet
• Built 2 prototype interfaces in VB.NET 1 using SSIS to connect Zainet to a custom application 2 using Biztalk 2006 to replace unnecessary complexity from another custom application.
• Built a new SSRS application to replace an Oracle Forms/Oracle Reports system. It was a complex application with no one remaining at the company to support it.
• Worked with end-users and application-owners to gain clarity into their requirements
• Utilized Subversion for source code control

Confidential

• Built an automated process that downloads settlement data using the webservice, provided by Confidential and MIS to a static location.
• Created a SQL Server 2008 database by using the DDL provided by Confidential
• Used SSIS SQL Server Integration Services to model the Retail SCR727 and Wholesale CODE/MODE extracts to load the extract data into the database.
• Used SSRS SQL Server Reporting Services to build complex reports from this data.

• Managed the Lodestar PricingExpert/BillingExpert v3.54 with Siebel 6 installation designed and tested the LODESTAR upgrade to v4.53
• Contributed to the design of a second installation of the upgraded Siebel 8 utilized by several hundred business users for structuring, valuation and hedging. Developed new Rules Language interfaces in VB.NET to Siebel 8. Developed Siebel Script to interface with SAS.
• Maintained Rules Language and cost factors to support day-to-day operations and changing market conditions, prices, loss factors, load profiles
• Created new rate riders using DataManger / Rules Language to estimate the cost of TDSP Wires Charges tariff changes
• Developed several Rules Language-based reports utilized by the Pricing Team to analyze historical usage and edit if necessary
• Built several reports using SSRS SQL Server Reporting Services
• Developed and deployed a new .NET application providing the Pricing Analysts the previously unavailable ability to manage, test and deploy Lodestar's factor value collections directly. Developed a Microsoft Language Services add-in for Lodestar integration into Visual Studio .NET
• Established a formalized change-control and testing process
• Provided Production Support for Lodestar pricing systems
• Utilized Visual SourceSafe for version control and release package management
• Worked with heavy, complex Excel spreadsheets that included Confidential and Pivot Tables

• Responsible for the Confidential Market implementation of the PCI GenManager product at LCRA
• Documented LCRA's as-is shadow settlement process. Interviewed analysts, reviewed production data reports, mapped shadow settlement workflow with Visio backed by a detailed description of each step within the workflow.
• Designed an end-to-end shadow settlement solution based upon PCI's GenManager product
• Attended Confidential working group meetings. Analyzed the scope and impact of Nodal Protocol Revision Requests and presented summaries with opinions to Confidential. Followed the Confidential Nodal market implementation progress and timeline. Attended EDS conference calls on behalf of Confidential.
• Facilitated process challenge sessions with leads from each of LCRA's operations technology groups
• Created the functional design for LCRA's near-term post-analytics processes two-market LMP arbitrage, RUC post-mortem, CRR strategies . Facilitated iterative requirement gathering sessions to translate their abstract concept into written form.
• Received extensive PCI product training Confidential Nodal Market training

• Analyzed ISO Business Service requirements expressed with complex algebraic formulas
• Configured the Confidential settlements product with the formula specifications for creating settlement statement line items
• Analyzed wholesale settlements calculation SIRs Bug Reports submitted by Accenture, gathered supporting data to recreate the error scenario
• Adjusted AREVA settlement calculations to match the PJM Business Service specifications
• Provided onsite representation for Confidential while onsite at PJM

Confidential

• Led the implementation of a retail energy transaction clearinghouse product at two client sites: Constellation NewEnergy and Juice Energy
• Provided sales support to Gestalt to ensure all required market processes were covered in the product to be delivered
• Facilitated Joint Application Development sessions with the clients. Created technical design documentation for Gestalt's developers.
• Provided onsite ERCOT subject matter expertise to Juice Energy. Created whitepapers explaining the mechanics of complex market processes.
• Built several reports using SSRS SQL Server Reporting Services

• Led the requirements and design phase of a LODESTAR BillingExpert FME Implementation, integrating with Siebel and TIBCO
• Investigated the business logic in the existing .ASP Financial Collections system to extract the base set of requirements
• Identified and interviewed individuals responsible for billing and collections to refine requirements and created the Conceptual System Design
• Created technical design documentation for the configuration of FME, and it's integration with TIBCO and Siebel
• Installed the Customer Choice Suite and BillingExpert on test servers. Configured the collections workflow objects to specification.
• Developed a C .NET wrapper around the LODESTAR API that accepted XML TDSP invoice data received from TIBCO
• Configured LODESTAR with season and time-of-use data
• Contributed to the design of a SOA-based infrastructure that enhanced the existing TIBCO-based integration
• Upgraded BillingExpert and PricingExpert from 3.54 to 4.5. Worked with the vendor to build a test and parallel operations environment. Made modifications to PLSQL based on object name changes that surfaced during the upgrade.

Confidential

• Provided retail billing process and LODESTAR expertise to a business process re-engineering project Keystone Project
• Performed an inventory, assessment and gap-analysis of current systems, data flow and corresponding business processes
• Developed the mid/high-level technical design for the LODESTAR BillingExpert solution replacing 80 billing applications processes
• The systems required extensive integration with external trading partners and processed hundreds of millions of transactions monthly
• Assisted with maintaining the previous VB-based system ECIMS during the design of the new system by working on bug reports and writing new billing code for their entry into the Great Lakes market.

• Responsible for creating the conceptual design for a market-participant version of LPSS Load Profiling and Shadow Settlement
• Built product roadmap presentations, business and functional requirement documentation. Estimated capital cost and sales forecast dollars.
• Wrote technical specifications for its integration into the existing LODESTAR product suite. MDM Meter Data Manager and BillingExpert
• Conducted competitive intelligence research and developed marketing collateral
• Analyzed existing LPSS Rules Language and stored procedures from existing products to identify reusable code
• Provided energy settlement subject matter expertise during sales meetings

• Determined functional requirements and created technical design documentation for a gross margin financial forecasting system. Worked with accounting personnel and the business users / analysts to gather information on their existing processes and needed improvements. Identified and implemented modifications to their existing system that satisfied several of the needed improvements.
• Designed a solution to reconcile financial and volumetric settlement differences between Constellation and ERCOT
• Installed and configured SQL Server 2005 and SQL Server Integration Servers. Used SSIS to extract data from their complex in-house developed CRM/billing system. Worked through data quality challenges with the source data.
• Mapped XML data into SQL Server 2005 using BizTalk 2004. Coded translation maps for the TX SET 814 EDI transaction and built orchestrations to manage customer enrollment state. Created custom C .NET components to determine out-of-sync conditions between the different sources of data.
• Processed 1.4 billion transactions by the close of the project
• Installed and configured SQL Server Reporting Services SSRS created several reports that estimate the financial impact of the data discrepancies

Confidential

• Responsible for the end-to-end design, development and implementation of a .NET data interface to PJM through a SOAP-based web service. 1.2 million XML Transactions of LMP data are retrieved each day and stored in a SQL Server 2005 database. The process must run successfully every 5 minutes to avoid real-time data loss.

Confidential

• Provided advise and expertise related to the Confidential regulations and operating protocols to ConEdison as they prepared to enter the market
• Delivered a 409 page manual detailing the end-to-end requirements of selling electricity in Texas. Also included sample transaction templates, excerpts from ERCOT protocols and Texas Public Utility Commission substantive rules.

• As a company-wide resource, I provided Calpine with responsive and efficient solutions to immediate issues as they surfaced. I worked on many projects, short and long term, with many business units within Calpine
• Developed a VB.NET automated process that converts a vendor-specified XML format Confidential to another vendor-specified XML format Exolink .
• Created an Oracle-based repository that processes and stores meter reads, invoices, reconciliation extracts SCR727 and enrollment transactions received from external trading partners via EDI.
• Developed a VB.NET GUI used to electronically submit payment for invoices stored in the repository.
• Participated in the evaluation and selection off an electricity billing vendor. Documented opportunities to replace custom built processes with the selected vendor's software Confidential.

• Confidential: Created a VB.NET system that reconciles time series and transactional data received by the Texas electric grid operator ERCOT against similar data from internal systems. Discrepancies are reviewed and submitted electronically to FasTrak, a market-operated service for coordinating and monitoring the resolution progress. Built Crystal reports that estimates the financial impact of the trouble ticket, quantifying the otherwise unknown financial loss. The system paid for itself during the first month of use. Customer enrollment dates, meter data estimation protocols, meter attributes, load profiles, loss factors, market clearing prices and the trading hedgebook are part of the valuation methodology.
• Confidential: Created a VB.NET GUI and automated processes that transferred and loaded data from several internal and external sources into a >1TB SQL Server database. The GUI provided advanced search functionality and consolidated the display the data from the multiple sources into one view. This system processed and stored data for >1.2 million customers and became the primary application used by operations analysts. The database was designed with point-in-time record history. Changes to meters are detailed in the 814 20 and 650 transaction sets.

• Specified the functional and technical requirements for a transaction management system. Member of a 25-person team leading a 400 million back office consolidation effort. Centrica had recently purchased several companies with a mix of vendors and products.
• Performed an assessment and gap analysis of their current EDI transaction processing and its integration with downstream systems. Created a 5-year forecast of transaction volume and staffing requirements.
• Specified industry best practices for transaction processing and management and required quality of service levels. Specified vendor selection criteria drawing from experience and noting gaps and points of failure within their current systems. Identified and interviewed best of breed vendors and reviewed their proposals
• Provided advise during planning sessions covering business continuity planning, call center siting and technology, commercial real estate, high volume bill print, mail payment remittance, staffing training
• Created and presented the solution to Centrica executives in Confidential

• Stonebridge acquired the software and customer base from the company listed below this one. The software was transitioned from a rented, Application Service Provider model to a fully licensed system operated at the customer's site. I was the primary point of contact for each of the customers. Led the software development required to support the change in delivery model.
• Created specialized commercial product for electricity trading and led a team of 7 developers through its full project life-cycle. Wrote 140 pages of product requirements, technical design and project plan task assignments. Utilized MS Project Server to track progress and budget.
• The system performed electricity load forecasting, electronically arranged purchases, and analysis of the invoices. It integrated with external vendors' web services, XML-over-FTP, and Excel spreadsheets. VB.NET, ASP.NET and SQL Server 2000 platform.

Designed and led the development of a VB.NET and ASP.NET Enterprise Application that was delivered in the Application Service Provider model rented to the following clients:

The system provided the following functionality:

• o EDI-to-XML data translation using Microsoft BizTalk. Built open-standard transaction maps specified by the marketplace.
• o Neural Network load forecasting using Matlab
• o CRM Customer support and transaction management using a custom built ASP.NET application
• o Complex customer billing and accounting system, ASP.NET VB.NET
• o Trading partner data interfaces via XML, EDI, HTTPS, flat file and spreadsheets
• o BankOne and Southwest Bank of Texas interfaces for ACH Direct Debit and Wire Transfers
• o Data interface to Automated Power Exchange / APX Qualified Scheduling Entity Biztalk
• o Load profiling, pricing analysis and online quote generation web applications
• o Custom SharePoint implementation for clients to create and track trouble tickets and view project documentation
• o SharePoint Web Parts to display SQL-based reports and browse data extracts
• o Deployed SharePoint Team Services / Project Server to assign tasks and track billable time
• o Built 20 Crystal Reports, embedded in an ASP.NET viewer
• o Built an offline report scheduler that placed the results of very-long-running-queries into Reporting tables used by Crystal

Provided consulting services including:

• Assistance with Public Utility Commission filings applications
• Recommended and assisted each client in becoming their own Qualified Scheduling Entity / QSE, setting an industry trend
• Provided in-depth training into the ERCOT market structure and mechanics
• Representation at ERCOT RMS, TAC, Board, TDTWG, TTPT open meetings held in Austin
• Held responsibility for completing the formalized EDI and systems testing must pass testing or no entry into market
• Performed the data analysis needed to negotiate wholesale power contracts
• Participated in the design of call centers for customer support and deployed our software to them
• Participated in public working groups on behalf of our clients during the planning of deregulation in Texas

• Created a test plan and test scripts for a major upgrade to the public-facing EDI transaction layouts. Reviewed conceptual design documents and technical specifications to identify impacts and functionality that needed to be retested. All market participants were issued the test scripts during their participation in retesting.
• This was known publically as the TX SET/Standard Electronic Transaction v1.5 Upgrade Project

• Built an .asp and Oracle 8 application to track the movement of files and transactions throughout all of Confidential systems
• Interfaced with STC/SeeBeyond e Gate Enterprise Application Integration middleware, TCH, PaperFree, Siebel and LODESTAR LPSS
• Confidential used the application to monitor transaction flow and determine which trading partners were late sending expected transactions

• Led a team of 6 developers through the full cycle design, development, implementation and documentation of a data warehouse for meter data and wholesale energy transactions
• Platform: VB, ASP, COM, Oracle, Biztalk MSMQ. Created Biztalk maps for translation between external systems. Utilized MSMQ for error, progress and exception queues.
• Build integration with MV90 to process incoming meter reads
• Developed scheduled processes to load standardized file formats EDI/XML/CMEP/MDEF/CSV/Flat into staging areas where over 80 different validations, conversions, translations and checks are performed on the data
• Integrated with several external trading partners including electric utilities, grid operators, consumers and generators in the following markets: CAISO, PJM, NYISO, CT and Alberta, Canada.
• Issued RFI and evaluated Enterprise Application Integration EAI vendors: TIBCO, Vitria, Extricity, SeeBeyond/STC e gate, IBM MQSeries, and Microsoft MSMQ. Built a proof-of-concept system to test TIBCO and Vitria

• Utility.com was the first retailer to provide signup, billing and customer service via the Internet. I was responsible for establishing and managing the Houston software development office and its 2 million annual budget. I interviewed and hired 14 developers and administrative staff.
• Located negotiated the lease for office space coordinated move-in purchase of phones, Internet connectivity, office furniture, equipment, etc
• Led the design, development, and implementation of all market-connected systems and oversaw the day-to-day operations of these systems
• Processed customer enrollments, meter reads, billing, payment remittance, energy forecasting scheduling, estimation, and settlements
• Systems conformed to strict government regulations over data quality and delivery and scaled to support 2 million customers
• Built file-based interfaces to external trading partners with EDI, CMEP, MDEF data formats to transport meter data. Installed and configured Sterling Commerce Gentran, and wrote EDI X12 814/810/820/824/867 data interfaces to SQL Server 2000
• Led architecture design of Utility.com's B2B application service provider offering. Utilized Vitria's BusinessWare CORBA-based middleware, Oracle 8.1.5, Portal Infranet billing engine, and Silknet Customer Service client app
• Facilitated a UML-based design session to redesign their electric, long distance and Internet service billing system

• One of the first members of Enron's team that built the systems enabling them to become a Meter Data Management Agent in California.
• Developed a system to read electric meters via wireless data networks Confidential
• Integrated with MV90, Schlumberger's MAPS, ABB's Envision, and TransData telephone-based meter data acquisition software packages.
• Developed a rules processing engine to validate electricity usage data, and estimate missing or invalid data by analyzing usage history.
• Developed an .asp Oracle web application that allowed the customer to view and print energy usage reports via the Internet in near real time
• Developed an industry specific .asp web service that connected power suppliers, customers and the CAISO download forecasting and usage summary data