Solution Beacon

Proposal for Oracle/PeopleSoft Enterprise Systems Consulting and Related Services REQUEST FOR PROPOSAL # 2977-10
March 2, 2010
jhoward@solutionbeacon.com www.solutionbeacon.com 310-600-1603 (direct) 888-603-9243 (toll free) 206-374-8159 (fax)
Prepared by: Joel Howard Goetz Schmitz Dawn Bachmann
Solution Beacon is delivering this document with the express understanding that its contents will be held in confidence and will not be disclosed to third parties without written consent. Copyright Solution Beacon, LLC, 2001-2010. All rights reserved.
Oracle/PeopleSoft Enterprise Consulting and Related Services

Maricopa Community Colleges District March 2010
Table of Contents
Table of Contents............................................................................................................................ 2 Executive Summary ........................................................................................................................ 3 4.1 Proposal Requirements ............................................................................................................. 4 4.2 Specific Requirements .............................................................................................................. 4 4.3 Deviations from RFP: ................................................................................................................ 9 4.4 Signature .................................................................................................................................. 9 5. Scope of Work .......................................................................................................................... 10 7. Vendor Questionnaire ............................................................................................................... 12 7.1. Description of Firm/Personnel ............................................................................................. 12 7.2. Past Experience ................................................................................................................. 15 7.3. Products or Services Available ........................................................................................... 17 8. Pricing Schedule ....................................................................................................................... 25 9. Signature Page ......................................................................................................................... 26 Appendix A Resumes................................................................................................................. 27 Appendix B Case Study General Dynamics C4 Systems ......................................................... 122 Appendix C- Case Study L3 Communications ............................................................................. 125 Appendix D Case Study Cricket Communications .................................................................... 126 ATTACHMENT B ........................................................................................................................ 128 ATTACHMENT C ........................................................................................................................ 133
Copyright 2010 Solution Beacon, LLC. All Rights Reserved.
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Executive Summary
Solution Beacon is pleased to have this opportunity to respond to Maricopa County Community Colleges Districts (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 Beacons Upgrade Readiness Assessment, our resources are some of the most experienced in the Oracle marketplace with a breadth of industry and public sector knowledge. We make it a practice to create a trusted advisor relationship with our clients As MCCCD chooses a preferred partner we emphasize the importance and the value of choosing a consulting partner known for knowledge sharing and unbiased recommendations on various Oracle applications and technologies. We have made a name in the industry through consistent participation (presentations, training, webinars) and leadership within the Oracle Applications User Group (OAUG) community. As you can see from the reference information provided, we are well accustomed to providing the assistance clients need for a particular engagement: from project planning and leadership to targeted module or business process leads for an effort, to staff augmentation for more limited resource needs. In any case, our commitment is to long term partnership with our clients. In summary, Solution Beacon brings the following critical components to ensure success with the work we undertake: Experienced, seasoned teams to manage the complexities inherent in upgrades, reimplementation, and implementation of Oracle Release 12 Understanding of Release 12 application capabilities including sub-ledger accounting and multi-org access control, as well as the technology and BI components alongside the EBS Experience with public sector accounting, financial consolidation, alignment of business processes, and strategic application planning A commitment to new release expertise through knowledge sharing, published books (11i, R12, Workflow), webinars, training, as well as the only public Vision instance of the Oracle EBS (at www.solutionbeacon.com) A reputation and dedication to excellence and customer satisfaction
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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 Bidders 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 Carnegie Mellon University
University of Virginia
Ohio University
Services Assessment; Release 11i Upgrade (11.0.3 -> 11.5.10), Workflow Training, Globalization and Multi-Currency Assistance, Remote DBA Services, Data Warehouse Implementation 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 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, Bidders References. The higher education institutions listed above are a subset of Solution Beacons 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:
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Client General Dynamics C4 Systems L-3 Communications, Electron Technologies Inc. Cricket Communications/Leap Wireless
Services See Attachment B, and written Case Study as an Appendix B See Attachment B, and written Case Study as an Appendix C 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 Beacons 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 Project Leadership
Application Implementation
Representative Resource(s) Goetz Schmitz, Susan Behn; Note: see Application Implementation resources as many serve in a Project Management capacity as well Financials: Jacqueline Camphor, Grants/Public Sector/Projects: Don Driggs, Brian Kent, Michael Moscatello Procure to Pay: Subi Vadlani, Somu Kopparthy NA Data Warehousing and BI: Naren Thota, Gary Rao Various Various Laura Gilmore Naren Thota, Gary Rao Somu Kopparthy Somu Kopparthy NA
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Hardware and Database Configuration Software Development Related Products Testing Documentation Training Reporting Directory Integration Portal Enterprise Management

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.
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4.2.7 Solution Beacon Financials:
Solution Beacon, LLC Income Statement From Jan 2009 to Nov 2009
Financial Row Ordinary Income/Expense Income 4000 - Services - Consulting 4100 - Federal Services - Consulting 4400 - Services - Remote Total - Income Cost Of Sales 5000 - Consulting COSS 5100 - Federal Services - Consulting COSS 5400 - Remote Services COSS Total - Cost Of Sales Gross Profit Expense 6010 - Advertising & Marketing Expense 6040 - Amortization Expense 6120 - Bank Service Charges 6140 - Charitable Contributions 6150 - Depreciation Expense 6160 - Dues and Subscriptions 6170 - Equipment Rental / Leasing 6171 - Hardware/Office Equipment 6180 - Insurance 6200 - Interest Expense 6230 - Software Licenses 6246 - Office Supplies 6247 - Payroll Expenses 6250 - Postage and Delivery 6260 - Printing and Reproduction 6270 - Professional Fees 6729 - Professional Development 6730 - Promotional and Business Gifts 6735 - Recruiting - Admin 6736 - Rent 6742 - Taxes 6760 - Telephone & Communications 6770 - Travel & Ent Total - Expense Net Ordinary Income Other Income and Expenses Other Income Total - Other Income Other Expense Total - Other Expense Net Other Income Net Income Amount
8,124,015.73 2,459,917.95 912,143.73 $ 11,496,077.41 $ 5,143,285.33 1,406,163.20 613,122.65 7,162,571.18 4,333,506.23 76,821.87 507.21 26,251.16 2,500.00 9,281.36 25,792.78 507.00 1,469.11 63,945.68 123,262.90 72,735.90 12,086.73 9,993.34 9,746.05 2,009.83 2,572,625.54 405.00 2,144.70 209.37 8,311.40 8,815.68 46,261.45 273,821.42 3,349,505.48 984,000.75
$ $ $
$ $
291,971.62 40,867.27 251,104.35 1,235,105.10
$ $
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Solution Beacon, LLC Balance Sheet End of Nov 2009

Financial Row ASSETS Current Assets Bank 1010 - SVB Checking 1020 - SVB Cash Coll/Reserve Acct Total Bank Accounts Receivable Other Current Asset 1350 - Loans Receivable 1360 - Pre-Paid Accounts Total Other Current Asset Total Current Assets Fixed Assets 1410 - Hardware 1411 - A/D - Hardware Total Fixed Assets TOTAL ASSETS LIABILITIES & EQUITY Current Liabilities Accounts Payable Line of Credit - SVB Total Current Liabilities Equity 3210 - Common Stock 3240 - Preferred Stock Total Stock Retained Earnings Net Income Total Equity TOTAL LIABILITIES & EQUITY Amount
$ $
93,626.07 14,191.07 107,817.14 2,679,256.41 1,500.00 86,138.95 87,638.95 2,874,712.50 40,728.71 34,499.82 6,228.89 2,880,941.39
$ $ $ $ $ $
$ $ $ $
1,885,727.67 919,818.97 2,805,546.64 330,008.02 738,774.45 1,068,782.47 (2,228,492.82) 1,235,105.10 75,394.75 2,880,941.39
$ $
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4.2.8 Solution Beacon Org Chart

Board of Directors
Randy Giefer Chairman
Rick Bardy Secretary
Craig Hobson Director
Craig Hobson President
Mary Lou Weiss VP Operations
Lisa Laine VP HCS
Rick Bardy CFO Corp Counsel
Susan Behn VP, Delivery

Technical
Goetz Schmitz VP, Delivery Functional
Peter Adamson VP Remote SVCS
Dawn Bachmann VP Sales & Marketing
Kirk Randall VP Government Sales
Cathy Sumeraki Director of Special Projects
HR Manager
Accounting Manager
Practice Directors
Practice Directors
Practice Directors
Sales Manager East
Administrative Assistant
Resource Manager
Practice Managers
Practice Managers
Practice Managers
Sales Manager West
Recruiting Manager
Project Managers
Project Managers
Project Managers
Sales Manager South Central
Sales Manager North Central
4.2.9 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
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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 clients 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 Beacons 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
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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 ABCs 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.
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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 Beacons 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 Beacons exceptional talent makes it uniquely qualified to:

leverage technology to meet strategic business objectives achieving earlier ROI address specific industry requirements resolve global collaboration challenges help companies create migration plans for streamlined integrated enterprise systems
Solution Beacon Service Offerings

Assessments Strategic business assessments & ROI Functional assessments Technical assessments IT roadmap planning Acquisition integration Software selection Upgrade readiness Optimizations Business process re-engineering Functional optimization Technical optimization System architecture optimization Database tuning and optimization Implementations ERP upgrades ERP implementations ERP migration and consolidation Oracle Fusion Middleware - SOA Develop industry specific front-end modules Custom development International dependencies and multi-org Support Services Functional and technical support Focused knowledge transfer Remote DBA support Oracle instance hosting
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B. i.-iii: Name Goetz Schmitz Current Responsibilities VP of Functional Delivery Proposed Role Engagement Manager for all projects and staff augmentation; responsible for planning, resource assignments, pricing, delivery, and quality assurance with a functional focus Engagement Manager for all projects and staff augmentation; responsible for project planning, resource assignments, pricing, delivery, and quality assurance with a technical focus (development, BI, DBA)
Susan Behn
VP of Technical Delivery
Once a specific scope of work and timeline is defined, Solution Beacon can earmark certain resources for consideration. Representative resumes have been selected based upon modules in use or under consideration by MCCCD and are intended to provide a strong indication of the types of consultants Solution Beacon employs. Resumes included in the appendix address length of service with Solution Beacon, years of experience, industry knowledge, accreditation, and educational background.
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iv. Solution Beacon Org Chart
Board of Directors
Randy Giefer Chairman
Rick Bardy Secretary
Craig Hobson Director
Craig Hobson President
Mary Lou Weiss VP Operations
Lisa Laine VP HCS
Rick Bardy CFO Corp Counsel
Susan Behn VP, Delivery

Technical
Goetz Schmitz VP, Delivery Functional
Peter Adamson VP Remote SVCS
Dawn Bachmann VP Sales & Marketing
Kirk Randall VP Government Sales
Cathy Sumeraki Director of Special Projects
HR Manager
Accounting Manager
Practice Directors
Practice Directors
Practice Directors
Sales Manager East
Administrative Assistant
Resource Manager
Practice Managers
Practice Managers
Practice Managers
Sales Manager West
Recruiting Manager
Project Managers
Project Managers
Project Managers
Sales Manager South Central
Sales Manager North Central
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.
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7.2. Past Experience A. See Attachment B, Bidders References B. Sample customers/engagements Type and Size of Engagement Oracle Applications Implementation and Production Support, OBIEE Implementation; 6-10 resources as workload varies; production support is ongoing OBIEE Implementation and general development resources; 1-3 resources, varying duration Upgrade to 11.5.10.2, Costing (FIFO to Standard Cost conversion), Trade Management Implementation Type of Institution Government, Department of Homeland Security Solution Beacon Role Implementation, production support, Lead Architect; Security, Performance Tuning and advisory services
Date 2002Present
Name TSA/Unisys
Location Reston, VA
2008present
General Dynamics IT
Needham, MA
Defense Contractor
BI Architect; developer resources
2007
CiscoLinksys
Irvine, CA
High Tech Consumer Products
Project Management; Functional and Technical Lead
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Date 2007-2008
Type and Size of Engagement Release 11i Workflow Training and Assistance; Upgrade to 11.5.10.2; 2-8 resources; upgrade duration 8 months Release 11.5.10.2 Rapid Migration Daily Business Intelligence Implementation 6 resources, 6 months Global Assessment and Design Phase; ReImplementation of 3 EBS instances; Costing change, Chart of Accounts Redesign; 1218 resources over 2 years Remote Apps DBA services, monitoring, patching, tuning; 1-3 resources; ongoing support
Name American Tower Corporation
Location Boston, MA
Type of Institution Cell Tower Construction and Leasing
Solution Beacon Role Project Management; Functional and Technical Lead
2008
Avista Utilities
Spokane, WA
Power Generation and Brokering
Project Management; Functional and Technical Lead
2009Present
Special Metals Corporation
United Kingdom, West Virginia
Metals Manufacturer
Strategic Design, Project Management, Functional and Technical Lead
2006Present
Rockefeller University
New York, NY
Higher Education
Remote Applications DBA for production and test instances
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Date 2005-2009
Type and Size of Engagement Workflow Training; Technical Assessment; Apps DBA staff augmentation. 1-3 resource, varying duration
Name City of Chandler, AZ
Location Chandler, AZ
Type of Institution Municipality
Solution Beacon Role Trainer, Technical Lead
A sampling of Solution Beacons 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 Beacons 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.
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B. Confirm or qualify your ability to provide each element of Section 5 "Scope of Work. Service Summary of Qualifications Past successes are built on a tested project management and implementation methodology; assessment, implementation, upgrade, and optimization engagements range from short term efforts to multiyear 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 MCCCDs and Solution Beacons 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 Beacons 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 teams 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, functional configuration, and testing are integral to most every Solution Beacon engagement Our methodology lends itself to application implementations, reimplementations, and upgrades. Solution Beacon has worked with clients in many different vertical markets with various design solutions. Each clients application footprint is unique and Solution Beacons 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.
Project Leadership
Application Implementation
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Service
Summary of Qualifications Solution Beacon will look at the current architecture to identify and recommend/design an architecture that will minimize complexity and provide the most manageable and maintainable environment. 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. NA Remote Support Services: Functional and technical support Focused knowledge transfer Remote DBA support Oracle instance hosting Solution Beacon has a repeatable methodology that includes testing. 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,
Hardware and Database Configuration
Software Development
Related Products
Testing
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Service
Summary of Qualifications 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 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. 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 MCCCDs 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. 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. The reference customers selected demonstrate this expertise; additional examples are available upon request. The representative resources selected demonstrate this background. NA
Documentation
Training
Reporting
Directory Integration Portal Enterprise Management
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C. Questionnaire Completed D. Describe your technological resources and how they can be used in support of the services you can provide. Solution Beacons 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, reimplementation and implementation We authored the definitive book on Release 12 We host the Oracle Release 12 Vision Instance on the Solution Beacon Website accessed by thousands of Oracle users worldwide We have worked with many clients on a variety of R12 projects We specialize in helping clients understand R12 functional and technical changes Our full time consultants include recognized Oracle Release 12 experts
As with any new release of the Oracle ERP, 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 1990s. 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
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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
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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 teams 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 Beacons 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 Beacons Release 12 experience to date: General Dynamics C4 Systems
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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
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8. Pricing Schedule
Type of Service Project Manager Functional Resource Technical/ Programming Resource Database Resource Tuning Resource End User Training Resource Products: Please Include description of products, and both license and Annual Maintenance costs Hourly Rate 150+ hours $175 $160 $150 $150 $150 $150 Hourly Rate 450+ hours $165 $155 $145 $145 $145 $145 NA Hourly Rate 1000+ hours $160 $150 $140 $140 $140 $140
Solution Beacon has provided hourly rates not including expenses. 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.
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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 _____mweiss@solutionbeacon.com__________________________ 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:
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Oracle/PeopleSoft Consulting and Services

Maricopa Community Colleges District
Enterprise Related
March 2010
Appendix A Resumes
Summary of Representative Resumes. Full Resumes follow Summary.
Service Project Leadership Representative Summary of Qualifications Resource Goetz Schmitz Bottomline oriented with an 19year proven record of focused, growthoriented 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 highperforming teams, and developing staff for advancement. 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. Susans 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. Skills 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
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 EBusiness Release 11i and Release 12
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Enterprise Related
March 2010
Service Applications
Representative Resource Financials/ Public Sector: Jacqueline Camphor
Summary of Qualifications Jacqueline has over 10 years experience with Project Plan Development and Management, Business Requirement Identification, Software Analysis and Fit Assessment, Data Conversion, Systems Integration and Interfacing, Quality Assurance and Testing, Training and System Application Support.
Skills 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 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, eBusiness 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
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. Dianas 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.
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Enterprise Related
March 2010
Applications
Representative Summary of Qualifications Resource Grants/Public Brian is a certified Oracle Projects and Grants implementer with Sector/Projects: over 12 years of Applications experience specializing in the Brian Kent Oracle Project Accounting and Oracle financials. He has over 19 years of finance and accounting experience to compliment his Oracle Applications experience. Brians 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. Grants/Public Michael has been implementing the Oracle Applications since Sector/Projects: 1993. His skills include analysis, design, setup, conversion, Michael planning, and training for the functional aspects of Oracle Moscatello Applications implementations and upgrades. He also has experience with the design and development of custom applications and interfaces between Oracle applications and 3rd party software applications. 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.
Skills 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
Applications:Oracle EBusiness 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
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Enterprise Related
March 2010
Applications
Representative Summary of Qualifications Resource Procure to Pay: Gwen has spent the last 15+ years spent implementing, Gwen Walker 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. PeopleSoft With nearly 10 years experience, Betty is a Certified Oracle HR/Student HCM Implementation Champion and a , Certified Oracle Administration: Student Administration Implementation Champion. She has Betty Sanfilipo 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.
Skills 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
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
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Enterprise Related
March 2010
Applications
Representative Summary of Qualifications Resource PeopleSoft Timothy is a HRIS professional with 18 years of experience HR/HCM: implementing database applications to improve business Timothy Wight processes and enable data-based decision making. 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 Lorne has hands-on manager with entrepreneurial passion and HR/HCM: Lorne energy tempered with the discipline and experience gained Kaufmann from domestic and international senior executive roles in the information services business. 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
Skills Summary PeopleSoft HR Admin, Payroll, Benefits H&W, Retirement, Leave Admin, Compensation, HRO Call Center, HRIT.HRMS
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
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Enterprise Related
March 2010
Representative Resource PeopleSoft PS Technical Security: Ivy Ong
Summary of Qualifications 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.
Skills 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 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
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.
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Enterprise Related
March 2010
Service Hardware and Database Configuration
Representative Summary of Qualifications Resource Somu Somu has over 15 years of Work Experience with Oracle DBA Kopparthy 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.
Skills 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, DGUX, 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
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Enterprise Related
March 2010
Service Related Products
Representative Resource Datawarehousing and BI: Gary Rao
Summary of Qualifications 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.
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 Same as included Same as included
Testing Documentatio n
All personnel All personnel
Same as included Same as included
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Enterprise Related
March 2010
Service Training
Representative Summary of Qualifications Resource UPK: Laura Laura has over 15 years experience in training. She has led Gilmour numerous train the trainer programs across multiple industries.. Lauras 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 Oracles UPK.
Skills 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 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: HPUX, DIGITAL UNIX, SCO UNIX, VMS, MSDOS, NT Hardware: IBM PC Compatibles, HP 9000, DIGITAL SYSTEMS, WINNT server Software: Informatica5.2/6.1, Teradata/DecisionPoint Software, Toad6.2, JCSRedwood (Job scheduler), PVCS6.5, SmartDB, BrioQuery4.0, PowerBuilder, MS Access, Microsoft Visual InterDev Same as above Same as above
Reporting
Naren Thota
Naren Thota is a Solution Architect at Solution Beacon, with over 14 years of experience in the Oracle EBusiness 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 EBusiness customers using Oracle BI Products (Discoverer, DBI, OBIEE) and thirdparty packaged solutions such as Informatica and Teradatas 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 Beacons recently released book, The Release12 Primer. He is currently serving as a Chair for the Applications Forum for the Dallas Oracle Users Group.
Reporting Directory Integration
Gary Rao Somu Kopparthy
Same as above Same as above

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Enterprise Related
March 2010
Service Portal Enterprise Management
Representative Summary of Qualifications Resource Somu Same as above Kopparthy N/A N/A
Skills Summary Same as above N/A
Please note, 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.
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RESUME OF BETTY SANFILIPO: PEOPLESOFT HR/STUDENT ADMINISTRATION

TECHNICAL SUMMARY Applications: PeopleSoft7.5- 9.0, Project Costing, Time and Labor, Asset Management, HR, Payroll & Benefits Administration Other: Crystal reports, MS Project, MS Office Suite, Visio
PROFESSIONAL OVERVIEW With nearly 10 years experience, Betty is a Certified Oracle HCM Implementation Champion and a , Certified Oracle Student Administration Implementation Champion. She has served as Project Manager for In-sourcing PeopleSoft 9.0 HR/FIN project, worked as a Functional HR Analyst for Fortune 500 PeopleSoft upgrade from 7.5 to 9.0 and served as Functional lead for state agency to assess PeopleSoft 9.0 implementation project. She has extensive experience in the evaluation of new functionality of PeopleSoft as well as encompassing internal processes to ensure that workflow processes are efficient EXPERIENCE Solution Beacon, LLC Seattle, WA Position: Senior Consultant Assists on IT projects. Kaufman Consulting Solutions (KCS) Position: Senior Solution Center Consultant Functional Lead for various PeopleSoft projects.
02/2010 Present
03/2008 Present
Media General, Inc. 01/2001 03/2008 Position: HRMS Security Administrator/Business Analyst Project Manager and Lead Analyst PeopleSoft novice Security setup/maintenance Administer security related changes due to new hires or job changes Conducted quarterly SOX audits of all PeopleSoft HR users and their access Performed routine audits and reviews of system utilization ensuring the data is maintained in accordance with established procedures Led Analyst on Payroll, Benefits, HR and Tax issues within PeopleSoft 8.8 Managed projects for Vendor Interface files (ADP Payroll taxes, Cigna, Prudential, Fidelity) Project Manager - GL interface from PeopleSoft HR to PeopleSoft FIS Project Manager - eDevelopment (2008) and Enterprise Learning Module (2007) implementation Project lead on quarterly tax updates/bundles/patches for PeopleSoft Prepared and published end user training information, training aids and tutorials for PeopleSoft processes (new hires, benefits, payroll, year end tax filing, eLearning, security) Conducted end user and query training classes for HR, Benefit and Payroll users Led Corporate Payroll Dept through year end (w2 and w2-c) processes Resolved end user production issues through efficient customer service Evaluated functionality of upgrades (2005 version 8.8 and current 2009 upgrade to 8.9) Assessed the length, priority, complexity and resources required to complete projects Media General, Inc. Position: Project Coordinator Project Manager and Implementation
01/1998 01/2001
Prepared for MCCCD

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 units 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)
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RESUME OF BRIAN KENT: ORACLE GRANTS/PUBLIC SECTOR/PROJECTS

TECHNICAL SUMMARY Oracle Apps: Oracle Projects (Costing, Billing, Management and Resource Management), Grants Management, Oracle Financials (AP, AR, GL, PO, FA, HR) Release R12, 11i, 11 and 10.7, 10.6 Databases: Query Tools: Other Software: Oracle 7.x, 8.x, 9i, 10g Oracle Discoverer, TOAD Visio, MS Project, Word, Excel, PowerPoint, Data loader
PROFILE SUMMARY Brian is a certified Oracle Projects and Grants implementer with over 12 years of Applications experience specializing in the Oracle Project Accounting and Oracle financials. He has over 19 years of finance and accounting experience to compliment his Oracle Applications experience. Brians 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
Prepared for MCCCD

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 VPs 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: TARs, 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 Client: United Navy
01/2000 10/2000
Prepared for MCCCD

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 Oracles 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 1s object
Prepared for MCCCD

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
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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 PROFESSIONAL OVERVIEW 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. Dianas 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 Position: Project Manager Assists in various Oracle projects
01/2010 Present
Schnitzer Steel Industries 07/2009 11/2009 Position: Oracle Shared Services Transition Manager Manage the transition of the Oracle Payables activities and business processes to a Corporate Shared Services Payables environment in support of the Procure to Pay processes Direct multiple sub-projects in support of the transition; 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
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Prepared for MCCCD

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 Position: Oracle Lead Functional Application Specialist 10/1999 02/2000
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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 companys 10 different site item masters to the Oracle Inventory module VideoJet
1996 1996
Prepared for MCCCD

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 crossfunctional 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
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RESUME OF GARY RAO: RELATED PRODUCTS; REPORTING

SKILLS SUMMARY Business Intelligence: OBIEE, Oracle BIS (Financial/HR Intelligence), Custom Datawarehouse/OLAP, DSS Oracle Apps: Oracle Tools: HRMS (HR, OAB), Financials (GL, AR, AP, iProcurement), Mfg, BOM, INV, OIC, Oracle Sales Online, OLTP 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 SAP BW 3.5, Seibel Analytics, Business Objects XI Unit Testing, System Testing, Performance Testing Manual and Automated Oracle Versions 10g/9i/8i/8.0/7.x, Sybase 11.9, MS SQL Server 6.5/7.0, MS Access Java, JavaScript, HTML Windows XP/2000/NT/98/95, UNIX, MSDOS, VMS/VAX 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
Other Applications: Testing: RDBMS: Web Technologies: Operating Systems: Others:
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 Position: Senior OBIEE Consultant Work on various Oracle projects
02/2009 Present
BeckmanCoulter, 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 builtin 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
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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. Redesigned and redeveloped 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 Clients 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 Position: Discoverer Lead
09/2004 03/2005
Prepared for MCCCD

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 NonTechnical 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 (NonTechnical) 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 CrossTab 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 Position: Applications Technical Consultant 01/2001 09/2001
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Prepared for MCCCD

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 MSVSS for code, flatfiles, 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/multilingual 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.
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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 windowsbased application that automates Cargill's grain trading and forwarding activities. Maintained and reported online positions of Cash, Future options, onhand inventory, Storage Obligations, Grain Quantity, Ownership and Payment status. Developed of stored procedures for handling transaction intensive processes and generation of reports in Sybase11.9. 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 clientserver (MRO) software solution provider concentrating in Aerospace and Defense Industry, thirdparty 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 ClientServer environment using Oracle Version 7.1 database and Windows 95 as the operating system.
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Prepared for MCCCD

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)
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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 Bottomline oriented with a 19year proven record of focused, growthoriented leadership that boosts profitability, reverses poor financial performance, and drives progress for highgrowth 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 implementations 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 industryspecific 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
Prepared for MCCCD

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 Rapidigms 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 teams activities. Working directly with the clients 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 componentmanufacturing 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 enduser 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
Prepared for MCCCD

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 companys 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 golive, including closing the accounting month and generating consolidation reports Led a financial team during a system implementation for a shipmanufacturing U.S. government contractor. Created project plans, designed processes and procedures to replace a legacy IBM system with Oracle financials on a clientserver platform Facilitated financial system and procedures design sessions during an ERP implementation for a major telecommunications utility. Transferred softwarespecific 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 companywide 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 fitanalyses. Analyzed telecommunications products profitability for executive review. Developed divisional strategic budgets and longterm 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
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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
PROFESSIONAL OVERVIEW 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 Position: Oracle Consultant 08/2009 - Present
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,
Prepared for MCCCD

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 MultiOrganization, 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 Client: Lowe Enterprises
1995 06/2006
Prepared for MCCCD

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 Womens 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) 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, Payables, Assets, Cash Management, Receivables and System Administration Incorporated firms 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) 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, Payables, Assets, Purchasing, Cash Management, Receivables, System Administration, and Inventory Assisted technical resource with conversion and interface requirements and specifications
Prepared for MCCCD

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 SarbanesOxley 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.
Prepared for MCCCD

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: MultiOrganization, 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 customerdefined 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.,
Prepared for MCCCD

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 MultiOrganization 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 MultiOrganization 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 clients internal personnel (functional and technical) Additionally provided System Administrator expertise Client: HydroAire, 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 clients requirements in General Ledger, Payables and Purchasing
Prepared for MCCCD

Developed and created custom Descriptive Flexfields required for capturing clients custom data demand Provided and assisted in clients unit testing, training endusers 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 companys global Oracle Financial Application integration project Executed best practice business procedures and processes in application analysis and design Aggregated, compiled and assembled company divisional information on an international level to create a high tier baseline of commonality across all divisions, with regard to business processes, to simplify corporation consolidation of the financial applications. All Coleman divisions (five major domestics and one major international) had unique processes, resulting in autonomous tweaking of the financial modules to accommodate entity level business requirements Client: Rocky Mountain Healthcare (Blue Cross Blue Shield) Position: Functional Financial Consultant Designed, created and implemented custom financial reports for Blue Cross Blue Shield and all its subsidiaries utilizing Oracle Financial Statement Generator (FSG) Financial reports created to accommodate individual subsidiaries and subsidiary and Blue Cross Blue Shield consolidations. Total number of companies comprised of thirty Client: Hibbert Group Olap Project Position: Functional Financial Consultant Designed created and implemented a marketing reporting database, which provided critical marketing data for crucial management decisions. Utilized Oracle Olap tools (Personal Express database, Express Objects and Express Analyzer) for the creation of the marketing reporting database. The database accommodated multi dimensional views (both online and in hard copy) for management and end users Client: Total Petroleum North America Position: Project Lead Full life cycle implementation of Oracle General Ledger Release 10.6 Achieved a successful and under budget implementation by providing extensive consulting expertise from project planning, business analysis, module design, and data conversion to application setup Executed best practice business procedures and processes in application analysis and design Designed mapping and conversion of approximately 180,000 accounts and 24 months of historical data residing in M&D legacy system on IBM mainframe to approximately 60,000 accounts in Oracle module on Sequent UNIX environment Designed custom interfaces for sixteen legacy systems to Oracle General Ledger Developed and built complex custom reports utilizing Oracle Financial Statement Generator to accommodate financial management requirements Designed comprehensive custom Oracle Alerts to elevate communication to corporate management. Provided production support and training to endusers Additionally, assisted other projects (Oracle Purchasing, Payables, Receivables, Assets, Project Accounting and Human Resources) with procedures, application processes, conversions and interface issues
Prepared for MCCCD

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 companys 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 companys 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
Prepared for MCCCD

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
SelfEmployed 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
Prepared for MCCCD

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: Languages/Other: Query Tool, Application Designer, Ad Hoc Query Tool (Golden & Oracle SQL Developer) C, COBOL, SQL, HTML, DHTML, Javascript, CGI
PROFESSIONAL OVERVIEW 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 Position: PeopleSoft Consultant Assist with various IT projects
02/2010 Present
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 Universitys 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.
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Prepared for MCCCD

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
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Prepared for MCCCD

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
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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)
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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)
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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
PROFESSIONAL OVERVIEW 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 Position: Oracle Implementations Assists with various Oracle Projects.
09/2009 Present
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 Oracles 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
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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-Elevens 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 departments 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 companys corporate finance and treasury depart for financials applications and responsibilities include:
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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
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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. Position: Intern 05/1995 08/1994
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.
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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: Microsoft: Other: Siebel Microsoft Office Suite, SharePoint, Outlook 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.. Lauras 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 Oracles UPK.
EXPERIENCE Solution Beacon, LLC Seattle, Washington Position: Consultant Functional Oracle eBusiness consulting services Subject Matter Expert on Oracle eBusiness SharePoint Administrator Document template creator and administrator UPK Developer and Trainer Train the Trainer coordinator and instructor 6/2009 Present
Client: Special Metals Corporation Huntington, 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.
Prepared for MCCCD

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 Position: Consultant Functional Oracle eBusiness consulting services Subject Matter expert on Oracle eBusiness SharePoint Administrator Train the Trainer coordinator and instructor Document template creator and administrator 11/2006 03/2008
Client: AmeriCredit Fort Worth, 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 GoLive support Rapidigm, Inc. Position: Consultant Client: Fellowes Inc. Itasca, Illinois
04/2005 10/2006 01/2006 08/2006
Prepared for MCCCD

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 Project: Oracle Release 11i Implementation Instructed client on use of project repository system Served as liaison between project management and client 11/2005 05/2006
Arco Aluminum Louisville, 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 Responded to internal and external Customer inquiries
07/1996 05/1997
Prepared for MCCCD

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 Performed numerous clerical functions in the policy files unit 12/1994 11/1995
EDUCATION BA in Latin and Classical Humanities graduated Cum Laude from Catholic University of America, Washington, DC (1990 1994)
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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 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) 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 Visual Basic 3.x, 4., Office Suite
Hardware/OS:
Database (RDMS): Other:
PROFESSIONAL OVERVIEW Lorne has hands-on manager with entrepreneurial passion and energy tempered with the discipline and experience gained from domestic and international senior executive roles in the information services business. 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 Position: PeopleSoft Lead Assists in various PeopleSoft projects Assists in various PeopleSoft projects
02/2010 Present
Kaufman Consulting Solutions (KCS) 01/2004 Present Position: CEO CEO for ERP services organization with a primary focus on value-based consulting. 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
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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 clients 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 Insurances upgrade and re-platforming initiative. Lorne was responsible for overseeing the upgrade and redesigning the infrastructure to better optimize Alfas 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
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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
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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) 1995 - 1997
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IBM

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

TECHNICAL SUMMARY Applications: Oracle EBusiness 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: Other: Microsoft Word, Excel, PowerPoint Business Process Analysis, System Design, Strategy and Design Facilitation, Process Improvement Assessment, Project Management
PROFESSIONAL OVERVIEW 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 Position: Senior Oracle Applications Consultant Assists in various Oracle Projects 03/07 Present
Red Roof Inn (Hotels) Position: Senior Oracle Project Management 02/2008 08/2008 New Implementation of Oracle Project (11.5.10) 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
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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
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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 multicurrency, 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
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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 ESPNs 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 Position: Program Manager for Oracle ERP Consulting Practice Assisted in various management programs. 11/1997 6/1999
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
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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
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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: HPUX, DIGITAL UNIX, SCO UNIX, VMS, MSDOS, NT Hardware: IBM PC Compatibles, HP 9000, DIGITAL SYSTEMS, WINNT server Software: Informatica5.2/6.1, Teradata/DecisionPoint Software, Toad6.2, JCSRedwood (Job scheduler), PVCS6.5, SmartDB, BrioQuery4.0, PowerBuilder, MSAccess, Microsoft Visual InterDev PROFESSIONAL OVERVIEW 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 EBusiness customers using Oracle BI Products (Discoverer, DBI, OBIEE) and thirdparty packaged solutions such as Informatica and Teradatas 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 Beacons 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 EBusiness 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
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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 EBusiness 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 (TIHRAIL) 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 EBusiness 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 EBusiness 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
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Environment: Oracle EBusiness 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 enduser query optimizations Support Discoverer fixes and extensions Configure and setup GL, Payables, and Receivables Intelligence for EBS Release 11.5.10.2 Customize preseeded Intelligence Reports and Dashboards Project: Teradata Environment: Oracle EBusiness 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 EBusiness 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 aforementioned modules from Oracle EBusiness Release 11.5.10 source Architect several starschemas 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), DrillAcross and DrillDown functionality for Analytical reporting, etc. Support and lead Business Objects developers to deploy frontend analytical capabilities for the data warehouse
Project: Avista Corporation Environment: Oracle EBusiness 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 EBusiness 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
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Create repository for a sample of modules from Oracle EBusiness Release 12 data source for a comparative study/review between Releases11i and 12 OBIEE support for Solution Beacons internal Business Intelligence staff Configure and setup DBI for GL, Payables, and Receivables Intelligence
Project: Core Labs Environment: Oracle EBusiness 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 EBusiness Release 11.5.10.2 (Oracle Projects), Discoverer 10g Recreate EUL layer in Discoverer to provide critical reporting needs in Oracle projects Create worksheets and reports per requirements Project: Carnegie Mellon University Environment: Oracle EBusiness Release 11.5.10.2 (project underway), XML Publisher Assist in the Globalization effort (multiorg, multicurrency, multiple SOBs) of Oracle EBusiness with the addition of Australian and Qatar orgs Install XML Publisher as a ProofofConcept, 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 EBusiness source. BI includes DecisionExperts package from Teradata for Oracle Ebusiness and related changes to the frontend reports Project: Worthington Industries Environment: ETL DecisionPoint Software from Teradata, Oracle EBusiness 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 prepackaged starschema for Oracle EBusiness) and subsequent extension of starschema to accommodate Oracles custom ShopFloor extensions Technical Lead and Oracle offshore coordinator on behalf of Worthington, in the development of custom extensions around ShopFloor extensions for Oracle EBusiness 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 proofofconcept, 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 proofofconcept, demonstrate delivered reports and dashboards, demonstrate how to Customize, etc. Reengineer code migration workflow process between Offshore, onsite DBA team, onsite SysAdmins, Business Analysts etc. to streamline code migrations and notifications with minimal interruption and for cleaner installs
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Performed Application SysAdmin responsibilities, helped fix setup issues in Responsibilities, Request Groups, Form Functions, etc.
Project: Progressive Insurance Environment: Oracle EBusiness Release 11.5.10 (AP, PO, AR, FA) ProofofConcept on ETL tool selection for Progressives Business Intelligence needs for Oracle E Business needs. Assessment is on prepackaged ETL tool DecisionPoint Software from Teradata for Oracle EBusiness Technical oversight on subsequent reimplementation of Oracle EBusiness 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 inline with the source upgrade. Modules include GL, AP, AR, PO, HR, LD, GM Technical oversight over Development team in the upgrade of the aforementioned 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 multiorg and multiple sets of books logic into the DW etc. Work with functional team in determining the above changes, validations, signoffs, 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 inline 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 presales 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 aforementioned modules from Oracle Applications Release 11.5.10 source
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Implementation includes configuring Key FlexFields, Descriptive FlexFields, FSAs (equivalent to FSGs in Oracle), DrillAcross and DrillDown functionality for Analytical reporting, etc. Worked with Cognos developers to deploy frontend analytical capabilities for the data warehouse Mentored customer on the product, troubleshooting, 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 spreadout, 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 endresult 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 runtime, 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 aforementioned modules from Oracle Apps Release 11.0.3 source Implementation includes configuring Key FlexFields, Descriptive FlexFields, FSAs (equivalent to FSGs in Oracle), DrillAcross and DrillDown functionality for Analytical reporting, etc. 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, webbased 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, troubleshooting, 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 aforementioned modules from Oracle Applications Release 11.0.3 source Implementation includes configuring Key FlexFields, Descriptive FlexFields, FSAs (equivalent to FSGs in Oracle), DrillAcross and DrillDown functionality for Analytical reporting, etc. Chief Architect in the design and build of starschemas for Sales Logix, Loan Management System, Credit Management System (all SQL Server databases). Design includes tight integration of the
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existing domains and dimensions configured for Oracle Apps with the above nonOracle 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, webbased 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 aforementioned modules from Release 11.0.3 to Release 11.5.9 environment Redesign 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 outbound 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 Netegritys Single Signon mechanism for the Crystal frontend 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
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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, coordinate & mentor team, assess issues, scoping, etc. DecisionPoint Administrator tool is used to create metadata, schedule and monitor data extracts, manage roles and enduser security Reconcile Data Warehouse imports with source (Oracle Applications) Integrate nonOracle source data into the Warehouse DecisionPoint Analyst is used to create report templates Knowledge transfer to Sony staff and support team 03/1996 04/2001
Computer Systems Authority Position: Senior Applications Systems Consultant
Project: Omni Hotels Environment: Oracle Version 8i, 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
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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, coordinate & 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, HPUX 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
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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 Abbotts development staff in implementing the above solutions. Also responsible for complex design and development. Provided postproduction support to the above modules Created job streams and schedule jobs using JCSRedwood 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 Abbotts 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 datawarehouse (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 postproduction support, create metadata 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
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individual components, images associated with components and packaging boxes in a requested 3 page format Developed relevant online help manuals using DocToHelp 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 IMCAGRICO (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 HPUX 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 ComputerBased 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 P rovided Help desk and OnSite support to resolve customers problems on the product S oftware 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
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RESUME OF RODERICK SINGLETON: PEOPLESOFT STUDENT ADMINISTRATION

TECHNICAL SUMMARY Applications: Tools: Languages: Hardware/OS: Database (RDMS): Other: PeopleTools 7.x 8.9, PeopleSoft Student Administration / HR/Payroll, Peoplesoft CRM 8.0, PeopleCode , Component Interface, Microsoft Visual SourceSafe 6.0, Application Engine SQL/SQR, Vantive Object Studio, MicroFocus NetExpress (COBOL), COBOL/COBOL II MS SQL Server 7.0, IBM-UNIX, Windows NT Oracle 8i and 9i, DB2, VSAM, CICS, JCL, BMS, MVS Crystal Reports, Easytrieve, Fileaid, IBM Utilities, EXPEDITER, INTERTEST
PROFESSIONAL OVERVIEW 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 Position: PeopleSoft Consultant Assists with various PeopleSoft projects. Indiana University 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
02/2010 Present
10/2007 Present
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.
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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.
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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, FTEs 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 DBAs 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 PeopleSofts 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.
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MIL Corporation 07/1999 - 012000 Position: Lead Technical Analyst Assessment and analysis Validated and verified Dept. of Housing and Urban Developments 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 Treasurys 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. Position: Senior Programmer/Analyst
08/1994 06/1995
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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
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RESUME OF SOMU KOPPARTHY: HARDWARE AND DATABASE CONFIGURATION; DIRECTORY INTEGRATION; PORTAL
TECHNICAL SUMMARY Applications: DBMS: Oracle tools: Oracle Applications Releases 12, 11i, 11.0, 10.7 (FA, PA, AP, PO, AR, OE, GL, CE, INV, HRMS) Oracle Versions 11g, 10g, 9i, 8i, 8, 7 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 Oracle Single sign on, Oid, Discoverer 10g, Oracle Portal 10g, Apache Server, JServer, JSP, Java, JavaScript, HTML, XML, JInitiator, JDeveloper Developer 2000, Designer 2000 C, SQL, PL/SQL, JAVA, Pro*C, Korn Shell SUSE LINUX 9.0, HP-UX, SunOS, DG-UX, AIX, Windows NT 4.0, Windows 3.1/95/XP, MS-DOS Hardware: Backup software: IBM PC Compatibles, HP 9000 series, Sun Sparc, DG AViiON, DELL Servers, PA-RISC, HP Itanium Alexandria, HP Omni Backup, Legato and RMAN
Internet: Case tools: Languages: Operating systems:
PROFESSIONAL OVERVIEW 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 Position: Consultant 2008 - Present
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
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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 DBAs 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
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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 EBusiness 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 emailed 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
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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
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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/HPUX 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
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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 TSReorg
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/HPUX 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
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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 DGUX
MCI Richardson, Texas 08/1995 08/1996 Position: Oracle Database Administrator Involved in the design, development and administration of service level reporting system for MCIs 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 backend EDUCATION Masters of Science in Engineering, University of Southwestern Louisiana, LA (19921995) Bachelors of Science in Engineering, Andhra University, India CERTIFICATION Certified Oracle Database Administrator by the Oracle Corporation IMMIGRATION U.S. Citizen
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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. Oracle Versions 7, 8i, 9i, 10g, Unidata, Pick 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 Toad, Sitescope Monitoring, Mercury LoadRunner, WinRunner, TestDirector, Applimation Integra Apps (Setup Reporter), Applimation Integra Codebase (Change Manager), Ringmaster, Business Objects UNIX Shell Programming, PL/SQL, HTML Certified by Logical Apps to implement the AppsRules product and train AppsRules users 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
RDBMS: Oracle Tools: Other Tools:
Languages: Certifications: Publications:
PROFESSIONAL SUMMARY Susan has over 26 years experience working with Information technology which includes Oracle applications since 1993. 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. Susans 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
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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
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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 preapproval 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
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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 Workflow training teach workflow overview, setup, administration and troubleshooting in 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 reimplementation 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 Workflow training teach workflow overview, setup, administration and troubleshooting in classroom setting 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 endtoend performance analysis of the production environment across the entire application, technology stack and network Recommend Best Practices in the area of Oracle EBusiness 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
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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 ongoing 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 multideveloper 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 (bolton 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: Jostens 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 3day 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. Yearend was successfully processed without any issues
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Recreated 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 multiorg 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, multistate 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)
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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
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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 SelfService 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
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Developing Form Extensions for Oracle EBusiness Suite Customers, OAUG Customizations and Extensions SIG, June 2005 Oracle Development Technical User Group (ODTUG), June, 2005 Developing Form Extensions for Oracle EBusiness 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
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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 PROFESSIONAL OVERVIEW Timothy is a HRIS professional with 18 years of experience implementing database applications to improve business processes and enable data-based decision making. 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 Position: PeopleSoft Consultant Assist with various PeopleSoft Projects
02/2010 Present
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
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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
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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-timewindow 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
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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 golive 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
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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 reestablished 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.
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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 ETIs 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.

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-3s 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 Beacons 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.
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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, Crickets 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 Beacons 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,
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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 Beacons 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 Crickets 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 Crickets 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 Beacons original assessment.
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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.
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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.
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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.
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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?:
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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: jhoward@solutionbeacon.com
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.
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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 students 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 / 480731-8519) 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/
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Proposal for Oracle/PeopleSoft Enterprise Systems Consulting and Related Services REQUEST FOR PROPOSAL # 2977-10

jhoward@solutionbeacon.com www.solutionbeacon.com 310-600-1603 (direct) 888-603-9243 (toll free) 206-374-8159 (fax)

Prepared by: Joel Howard Goetz Schmitz Dawn Bachmann

Oracle/PeopleSoft Enterprise Consulting and Related Services

Copyright 2010 Solution Beacon, LLC. All Rights Reserved.

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Oracle/PeopleSoft Enterprise Consulting and Related Services

Copyright 2010 Solution Beacon, LLC. All Rights Reserved.

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Oracle/PeopleSoft Enterprise Consulting and Related Services

4.1 Proposal Requirements

4.2 Specific Requirements

Organization Carnegie Mellon University

Copyright 2010 Solution Beacon, LLC. All Rights Reserved.

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Oracle/PeopleSoft Enterprise Consulting and Related Services

Category Project Leadership

Oracle/PeopleSoft Enterprise Consulting and Related Services

Copyright 2010 Solution Beacon, LLC. All Rights Reserved.

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Oracle/PeopleSoft Enterprise Consulting and Related Services

4.2.7 Solution Beacon Financials:

291,971.62 40,867.27 251,104.35 1,235,105.10

Copyright 2010 Solution Beacon, LLC. All Rights Reserved.

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Oracle/PeopleSoft Enterprise Consulting and Related Services

Solution Beacon, LLC Balance Sheet End of Nov 2009

Copyright 2010 Solution Beacon, LLC. All Rights Reserved.

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Oracle/PeopleSoft Enterprise Consulting and Related Services

4.2.8 Solution Beacon Org Chart

Randy Giefer Chairman

Rick Bardy Secretary

Craig Hobson Director

Craig Hobson President

Mary Lou Weiss VP Operations

Lisa Laine VP HCS

Rick Bardy CFO Corp Counsel

Susan Behn VP, Delivery

Goetz Schmitz VP, Delivery Functional

Peter Adamson VP Remote SVCS

Dawn Bachmann VP Sales & Marketing

Kirk Randall VP Government Sales

Cathy Sumeraki Director of Special Projects

Sales Manager East

Sales Manager West

Sales Manager South Central

Sales Manager North Central

Copyright 2010 Solution Beacon, LLC. All Rights Reserved.

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Oracle/PeopleSoft Enterprise Consulting and Related Services

Copyright 2010 Solution Beacon, LLC. All Rights Reserved.

Oracle/PeopleSoft Enterprise Consulting and Related Services

one. The maximum percent increase for years 2-5 is 3%.

Copyright 2010 Solution Beacon, LLC. All Rights Reserved.

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Oracle/PeopleSoft Enterprise Consulting and Related Services

Solution Beacons exceptional talent makes it uniquely qualified to:

Solution Beacon Service Offerings

Copyright 2010 Solution Beacon, LLC. All Rights Reserved.

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Oracle/PeopleSoft Enterprise Consulting and Related Services

Copyright 2010 Solution Beacon, LLC. All Rights Reserved.