Summary

Executive level software and Operations professional with 17 years of extensive technical/functional experience with PeopleSoft, High Jump, Epicor and other applications. The majority of my experience has been gained as a consultant over the past 10 years. As a consultant I have worked in various industries ranging from wealth management, healthcare, education, services industries, private and public sectors. I have specialized in PeopleSoft implementations, upgrades, customizations, Quality Assurance/Testing, support, configuration and project leader coordination, as well as project management. Deployed, supported, designed, and managed product lines such as Financials, Supply Chain and HCM. My specialties have become PeopleSoft Purchasing, Strategic Sourcing, Procure to Pay best practices that include Workflow, Security. As well as Payables, General Ledger, and Inventory implementations. I have working experience with application engine, COBOL, sql, sqr, portal, application designer, PeopleTools, BizTalk, eCommerce, eProcurement, People Code, and database server settings for optimization. Strong functional and technical knowledge and excellent understanding how to design and deploy successful solutions to business owners. From an Operations perspective, performed efficiency studies, define improvement strategies, and deployed them successfully. These strategies include vendor and sourcing improvements, production line improvements, back office solutions, business process improvements, and systematic changes to achieve major efficiency goals. I'm looking for a place to leverage my experience more effectively specifically around strategic improvements related to Oracle/PeopleSoft Procurement/Sourcing Modules, Financials and Supply Chain , Integration options, and project management leadership.

Skills

PeopleSoft Technologies:

• PeopleSoft versions 3x/5x/7x/8x/9x
• PeopleSoft Financials Purchasing, eCommerce, Accounts Payable, General Ledger, Cash Management, Treasury, Accounts Receivable, Billing
• PeopleSoft HRMS Payroll, Benefits
• PeopleSoft Supply Chain Purchasing, Strategic Sourcing, Vendor Contracts, Inventory
• PeopleSoft Workflow FAD/WRT
• Application Designer
• Data Mover
• PeopleCode
• PS Query
• Application Engine
• Component Interface
• Crystal Reports
• Portal Security
• Process Scheduler
• SQR
• PS Portal

Other applications:

• HighJump
• Radio Beacon
• Ecometry middle market ERP
• RedWerks
• Mercury
• Win Runner
• Rational Rose
• BizTalk
• Filezilla
• E4SE middle market ERP
• Clientele middle market ERP
• Epicor middle market ERP
• SQL Developer 2.1.1

Databases:

• SQL Server
• Oracle
• DB2
• AS400
• NT
• Operating Windows 3.x, 95, 98/ME, NT, 2000, 2007, 2008, 2010, 2011, XP

Systems:

UNIX

Programming:

PeopleCode SQL

Languages:

COBOL

Professional Experience

Confidential

Senior Financial PeopleSoft Systems Analyst

Confidential is a multi-tier marketing telecommunications company where I have been the primary Systems Analyst, Business Analyst, Production Support, Security and Workflow Administrator and Project Manager for over a year. My responsibilities include new access requests, training users requestors/approvers , Chart of account maintenance, User support, new business unit and geographic regions being brought on board, Bank and other sub-system interfaces, Procure to Pay and Financial Expert, and a new Inventory implementation for a Wellness product line. Additional responsibilities consisted of reporting weekly status to my Director, manage an external consulting augmentation partners resources and contract spend. I also cross trained A C N internal staff on how to assist me in supporting security, permission lists, roles, and workflow. In preparation for an upgrade/re-implementation I created business requirements, technical requirements, test plan, test case templates as well as a project plan. I was the primary developer, project manager, and business analyst on an Inventory implementation that will be re-used for the next regional implementation.

Confidential

Senior Financial Systems Administrator

In this position I performed daily support and maintain functions related to the Epicor and E4SE ERP systems. This also included ERP related projects like implementations of Avalara the sales and use tax software. As well as Adjunct Portal integration, Time and Expenses, and data integrity projects related to vendors and customers. Though most of my ERP experience had been with Oracle and PeopleSoft this project allowed me to learn a new application called Epicor/E4SE. This is a nice middle market application that has some integration challenges but overall is a fine product for back office related items. The center is an outstanding provider of leadership training and concepts and through this position I have been able to development my management and leadership skills even more. My primary focus has been in the Finance areas and working directly with the Director of Global Finance and the CFO on MWBE and GSA initiatives as well as implementing new eCommerce tools to streamline the order taking process and improve our online applications with the consumers.

Confidential

Senior Analyst PeopleSoft HRMS

This was an HRMS implementation where I filled the roles of Sr Business Analyst, Systems Analyst and some Project Management. My focus was specifically around Interfaces and Integrations to various third party systems. I also conducted a project overview, security review, and functional/technical documentation review. These efforts included coordination of internal and external resources to assure efficient movement of data from source to destination locations. This included some process improvement efforts, and automation when applicable.

Confidential

Senior Business Analyst/PeopleSoft Workflow Developer

Implementation of the entire suite of ERP applications in version 9.0. My focus for this project is all aspects of PeopleSoft Workflow and performing Senior Business Analyst activities. Originally it was for a 6 week assessment, but it was extended. The initial phase includes GL, AP, PO, EX, KK, IN, and AM. The next phase includes all HCM applications, then Projects, AR, BI, and Grants. The initial phases I performed more as a Senior BA role in trying to suggest best practices and process improvements.

Confidential

Project Manager/Operations Business Analyst

• Provided project management to close one distribution center, open a new one on the west coast, and optimize/expand the existing distribution center in NC. Though this position was defined as IT project manager it evolved into Operations and IT strategist as well.
• Confidential was a relatively new yet quite successful company. This company is growing faster than it can keep up so certain internal strategies were defined for how IT could service the Operations associates more successfully. I also deployed and evaluated various logistic and software options that could help speed up throughput and optimize the efficiency efforts in picking, receiving, and packaging. During the opening of the new facility I performed project management functions with integration partners, contractors, vendors, and construction resources. This deployment spanned IT, Operations, Materials Management, and Logistics. Once the new distribution center was opened I transitioned into the Senior Operations Support Analyst permanently. This role ranges from day to day support, strategic initiatives, process improvements, and Quality Assurance/Testing prior to deployments. To understand and prioritize the improvements I came up with performed activity based costing studies and created a traceability matrix. This allowed me to present the business requirement solution options and the return on investment based on each of the variations. It also assisted with the other steps involved in getting the solution deployed such as justifications, requirements, development, test cases, and ultimately integration plans.
• Created all the migration strategies, testing approaches, and deployment checklists that are currently used. Originally there were very little Change Management procedures, now I have coordinated deployment steps, approved down times, migration strategies for regression and new development testing and training materials for those new functions.

Confidential

PeopleSoft Consultant

Client Test Coordinator for Human Resources Outsourcing Company - specifically for the Wachovia client - This was a 3 month contract position that turned into a full time permanent position. I performed client test coordination between developers, and testers both on-shore and off-shore. This included creating test cases, preparing test data, assuring that all migration steps were executed properly. In some cases I would execute tests, in others I would coordinate the off-shore resources and then report back through various metrics the results so that the client could make an informed decision about what was slated to be deployed. I also facilitated business requirements and technical requirements discussions and reviews. The position allowed me to define testing strategies for my client Wachovia Banking mainly for the Human Resources, Benefits, and Payroll PeopleSoft systems. Hewitt was Wachovia's outsourcing partner for testing, upgrades, and modifications. I coordinated a development team and testing teams through offshore resources. I worked with in-house and client project management as well as executive initiatives internal to Hewitt in an effort to improve our client relations. Included in that effort were various matrix which quantified and proved ROI, tangible and intangible efficiency improvements.

Confidential

PeopleSoft Consultant

PeopleSoft Accounts Payable - Voucher Approval Workflow - and Business Re-engineering efforts - This project was intended to be a 6 week assessment and deployment of Voucher Approval Workflow. However, after the initial assessment it was determined that more due diligence would be required to drive out certain business drivers like cost centers, dollar limits, etc. While this effort was going on there were additional strategies and questions raised that eventually helped in aligning the IT technical resources better with the Accounting department. Deliverables like a standard request form for security, concise and reusable roles, and permission lists, row level security and finally single sign-on through LDAP.

We also evaluated and researched the possibilities of having more scheduled check runs and batch scheduled processes. There were interests in leveraging various payment methods and multiple banks per business unit, vendor, etc. I mentored the acting project manager in standard rules of engagement, project plans, status meetings, facilitation skills, motivating skills, documentation, and general practices related to coordination. I worked with the developers on various interfaces from imaging systems, to third party expense applications. Throughout this project I worked directly with the business owner and worked back into the IT group for resources, actions, and support.

Confidential

Sr. System Analyst

PeopleSoft Financials GL and AP 8.4 to 8.8 Upgrade

• At this client I performed as a Senior Functional and Technical Consultant for General Ledger and Payables product with minimal modifications and improper configuration. Most of my activities surrounded establishing standard project methodologies to be used in the 8.4 to 8.8 upgrade. My time was also spent doing production support and developing interfaces through Biz talk, workflow, and security strategies to be included in the deployment. I also mentored the DBA to assist in understanding server settings, optimizations, and configuration best practices based on the business requirements. I conducted solution design workshops to define requirements for workflow, and educate the users on how to implement various options.
• Managed the coordination of testing efforts and started a Steering Committee concept to help prioritize, and empower the users in IT solutions. During the testing phases of the project we performed unit, system, and user acceptance testing. Most of these tests were managed through Mercury a testing application that can gather statistics, replicated scenarios automatically or online . This client had not applied any patches since go live two years ago so I had lots of production support issues that were hard to troubleshoot and required digging deeply into configuration options and application specific processes like application engines to resolve the root cause. I performed as the overall project manager for the upgrade which included creating/maintaining the project plan, Go no Go strategies and communications, and Go live checklists to properly execute the conversion and upgrade.

Confidential

Sr. Implementation Consultant

PeopleSoft Financials, AP, PO, Workflow, Training, Visionary Sessions 7.5 - 8.4 Implementation

Senior Functional/Technical Procure to Pay lead for major pharmaceuticals company. Arrived at client in last few weeks of user acceptance testing and began creating training curriculum for Procure to Pay and defining troubleshooting strategies for post go live. The team did not know how to coordinate large groups of users acceptance testing so I helped create test scenarios, identify the hand-offs both systematically and manually so that we could replicated the workload for a day. Executed training for all buyers, and accounting clerks, including workflow for requisitions. Worked closely with the users post go live on strategies for getting to best practices by configuration changes within PeopleSoft,. Conducted visionary sessions, cause and effect based configuration sessions to explain the how strategic sourcing approaches could impact and be configured in the software settings and how business flows could be improved. Provided training classes to the IT staff on how to support procure to pay areas, especially around workflow troubleshooting. Served as technical and functional lead and assisted junior business and system analysts with troubleshooting numerous complex day to day problems.

Confidential

Sr. Consultant

PeopleSoft eProcurement evaluation, reports to link Projects/Budgets/GL

Senior PeopleSoft expert utilized for post go live eProcurement readiness evaluation. Researched primary areas related to deploying ePro for the hospital accessing whether the client was ready to take on this kind of project. I created strategy documents to assist in getting ready to deploy eProcurement. This included communication and technology options to primary vendors, data clean up strategies, and pros/cons assessment of return on investment for going to ePro. Conducted design sessions around a few reports that were needed to determine spending on various projects through specific budgets and how they were hitting the general ledger. Created the functional and technical design documents to support the designed solution and tested the process prior to deployment to the users.

Confidential

Sr. Implementation and Support Consultant

• PeopleSoft Financials Support and upgrade of BI, AR, OM, IN, AP, PO, GL, Workflow Vouchers, Requisitions, and Purchase Orders and Portal Security
• Supported and prepared the users for 7.5 to 8.4 upgrade / re-implementation. Due to the user dissatisfaction with the original deployment they decided to do a re-implementation. Prior to the design sessions starting I support the 7.5 environment and created a relationship with the users for about 8 months. In July of 2002 we began the solution design labs for the new deployment. I was the team lead for the Procure to Pay area, the liaison to the Inventory and materials management areas, and the conversion lead for all converted data. I executed the solution design labs for the procurement and payables area, documented all configuration options, and produced all mapping information for the conversion of items, billing, receivables, vendors, and security. This included taking advantage of delivered process improvements related to strategic sourcing and helpd define solutions for open payables, and purchase orders, workflow for voucher and requisition approvals, and replenishment approaches for inventory. I assisted in the development of the conversion scripts, documented functional and technical approaches to the solutions we developed, and assisted in workflow development. I worked with the stakeholders on identifying their core business needs and creating test scenarios for those. I defined testing strategies for delivered and modified functions as well as tests to validate data elements from the conversion process. Once solutions were complete I created training materials, executed training and coordinated testing with all of the users. I also performed various functions throughout the go live weekend and stayed on site for about 6 months doing post go live support and training my replacements.

Confidential

Sr. Implementation and Support Consultant

• PeopleSoft Financials and Supply Chain Implementation of version 7.5 -IN, AP, PO, GL
• This was a new implementation of 7.5 where I performed the procure to pay and materials management consultant role. I was the acting project manager for the whole deployment and the lead for purchasing, payables, and inventory. I had six system analysts and developers to facilitate this deployment. About 6 weeks before go live I went on maternity leave and shortly after go live was brought back in to help with broken replenishment processes and Inventory to Purchasing interfaces. I worked out the bugs and trained my replacement support resources and moved on to the next client.

Confidential

PeopleSoft Financials Post Go live Support IN, AP, PO- Sr. Implementation and Support Consultant

Shortly after this clients go live of version 7.5 they ran into problems with their automated purchasing processes and replenishment from the warehouse. I was brought in to assist with their EDI, batch processing and match exception issues. I researched issues, resolved internally or define patches that needed to be applied. I executed the patch updates, testing, re-training and deployment of new functionality. I also assisted in training the warehouse workers on best practices around improved efficiencies, and return to vendor processing. My final weeks were spent developing a corporate suite of queries with prompts to increase versatility for all users.

Confidential

PeopleSoft Financials Support and upgrade of BI, AR, OM, IN, AP, PO, GL - Sr. Implementation and Support Consultant

• This client became one of the largest scale projects of my career. It was my first global project, which included issues around exchange rates and multi-currency. It was also the first time a client truly wanted to understand the business justification and return on investment expected from deploying new software technology.
• Prior to beginning the software project we performed full activity based costing analysis ABC to support various process re-engineering and improvement agendas. We developed extensive role based process profiles and flows to determine actual cost savings. This provided the baseline to measure the success or failure of the project in a tangible approach. Though I did not get the opportunity to stay for the full duration of the project I later heard that the post go-live comparisons were relatively close to the estimated savings identified in the evaluation period of the project. At the beginning of the solution design sessions my consulting firm CSC was removed from the client and PWC continued the rest of the implementation. This was largely due to dueling methodologies within the program direction level.

Confidential

PeopleSoft Financials Support and upgrade of IN, AP, PO- Sr. Implementation and Support Consultant

• This was my first client as a consultant of CSC. Shortly after go live I was brought in to replace the procurement resource since he was moving on to another client site abroad.
• My role initially was to assist with post go live support of the purchasing module. My role soon became project leader, liaison to the executive level Steering Committee, and team leader of the technical resources. When I arrived it was obvious the conversion of data had not gone well, so I began researching and developing clean up strategies so that the system could operate more efficiently. Most of the batch processing and interfaces from Inventory to Purchasing and Payables were broken, so I began digging into the replenishment, EDI and batch purchasing functions to straighten out the root cause rather than just dealing with the symptoms. Prior to leaving this client I trained the new IT manager on various strategies for success around managing the technical resources which included 2 DBA's and 4 developers. We drew up the preliminary service level agreement and established guidelines to manage the user's expectations and concerns.

Confidential

IT Manager- PeopleSoft Applications, Security, Database Administration, Business Analyst, and Developers

During my time at Walker and Associates, Inc I performed many different roles. Those are broken down by role/title further in this document. My last role at Walker was the IT Manager where I had 3 business analysts, 1 DBA, 4 security administrators, and 5 developers. After successful deployments of PeopleSoft modules and custom built applications I was given the management role. I created assessment tools and strategies for the user communities to provide feedback on their customer satisfaction. We developed service level agreements to manage those expectations and Steering Committee guidelines to prioritize corporate initiatives and projects.

Project Manager- PeopleSoft Applications - BI, GL, AR, PO, and AP - In-house developed applications 07/1994 - 11/1996

Project Manager for 3 phases of PeopleSoft vanilla deployments and in-house developed applications like sales order tracking, online pricing systems, and internal issue tracking applications. All of these deployments were on-time and on budget, one large scale implementation was actually installed a week early. The success of these deployments made it a logical choice for me to move into IT Manager after the deployments.

PeopleSoft Developer- PeopleTools, Application Designer and SQL

During this time I actually participated in the software selection process where we evaluated SAP, Oracle, BAAN and PeopleSoft. By leveraging my knowledge of business from the material management side I was able to assist in this evaluation and help make the final decision to go with PeopleSoft. As this implementation took shape the company decided to take power users from within and make them into developers so that the business processes were always in the forefront of why and how software is utilized. Over the next month's I attended PeopleSoft classes for PeopleTools, PeopleCode, SQR, Application Engine, and internal classes about SQL and database protocol. Walker and Associates worked closely with PeopleSoft during the beta project for Order Management. And since we were in the process of developing our own sales order entry system and we wanted to interface that with the Order Management module upon its deployment it was an ideal situation for both parties.

Purchasing Agent and Material Management Specialist

• I started my career at Walker as a purchasing clerk and worked my way up through the years to an inventory specialist and senior buyer / negotiator. My primary responsibilities were negotiating contracts and deals with telecommunication vendors and assuring that the proper stock levels were maintained to successfully and efficiently assemble T 1 and NT network cabinets. I learned many production line rules and improvements and how to evaluate and maintain proper pricing / stocking levels to optimize profits.
• Majored in Business Administration

Training

• PeopleSoft Tools 1 2
• Product Configurator
• Inventory
• Order Management
• Purchasing
• Crystal Reports
• Business Process Design
• Payables
• Workflow
• Upgrading PeopleSoft databases
• SQL
• SQR
• Facilitation
• Rational Rose
• Remedy
• Mercury Tester