Tom Ingram, PMP, Senior, "Hands-On" SharePoint Solution Architect, Developer (No-Code
Solutions) Consultant, Business Analyst, Designer, Installer, Administrator, Project Manager
Dallas, Texas, tomingramresume@gmail.com
Summary of Key SharePoint Skills / Experience
- 31 SHAREPOINT PROJECTS: Have personally led 13 Major and 18 Smaller Projects using SharePoint
Online, SharePoint 2013, 2010, 2007, 2003, Enterprise, Server, Foundation and MOSS.
- SHAREPOINT ROLES: Solution Architect, developer (of no-code solutions), installer, administrator,
consultant, technical BA, technical “hands-on” PM.
- CREDIBLE WITH senior business executives, users and technical peers due to technical skills, rapid results,
business experience and performing as promised.
- KEY SKILLS include extensive requirements definition, process mapping, no-code solutions, workflows, forms,
architecture, design, getting data from big systems, SQL Server and some SharePoint customization.
Successful Track Record with Conventional IT Projects (small, medium and large.) Details may be omitted for
brevity. See http://www.tia4.tiainc.net/Public/TomIngram2.pdf for full details on all projects.
Major Clients and Employers Served: OCI Chemical, Flowserve, Ruhrpumpen, Texas Instruments, Frito Lay,
MCI, Celanese, Federal Express, Northern Trust, Verizon, Cognizant, Hyundai, Northern Telecom, Crossmark®,
Union Pacific Resources, Dick Grote Consulting, Renaissance Capital, Farmland Industries, Johnson & Johnson
(Cordis), Omnicom/NIS, Handleman/REPS, Xerox, Sperry Univac, Dun & Bradstreet Software,
ViewStar/SCG/Cambridge Technology Partners, Decision Consultants, Inc., Caliber Mortgage, Pacific Union
Mortgage, JF Shea Mortgage / Home Builder / Heavy Construction Company, Golden Spread Electric Utility,
Morrison Wholesale Distribution and Several Startups.
Employment Chronology (Project Details Below)
2013-Present: Tom Ingram & Associates, Inc., Dallas, TX, owner of small consulting
firm. Various consulting and contract roles as SharePoint Solution Architect, developer (of no-code
solutions), installer, administrator, consultant, technical BA, technical “hands-on” PM.
2012-June, 2013: Cognizant, Dallas, TX, Associate Director in SharePoint Practice, emphasis
process improvement and manufacturing.
2001-2012: Tom Ingram & Associates, Inc., Dallas, TX, owner of small consulting firm. Various
SharePoint related consulting and contract roles, expert witness and other conventional IT project roles
as BA, PM.
2000-01: Decision Consultants, Inc., Dallas, TX, Director of Delivery. Managed 160 consultants.
1997-2000: Tom Ingram & Associates, Inc., Dallas, TX, owner of small consulting firm. Various
consulting and contract roles as conventional IT BA, PM, Program Manager.
1997, Prior To: Cambridge Technology Partners, Dun & Bradstreet Software,
ViewStar/Global360/OpenText, United Telephone (Amerisource), Xerox, Unisys, Dallas, TX, and
Kansas City, MO. Various technical sales and project delivery roles. Senior Reengineering
Consultant, Senior Project Manager, Senior Business Analyst, Senior Technical Sales Rep, Sales
Manager, Program Manager.
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SharePoint Projects
Frontier Telecom,
SharePoint 2013, Business Analyst, Technical Documenter, No-Code Developer
TECHNICAL DETAILS:
(August 2015 to October 2015)
OCI Chemical, Solar Division, Quick Response Power User Training, Engineering
Project Tracking, Large Volume Image Management, Managed Metadata, Information
Management Policies, Advanced Search
SharePoint 2013, Trainer, No-Code Developer
TECHNICAL DETAILS: Conducted quick response training for 25 users including advanced keyword, managed
metadata, archiving, search and information management policies. Accomplished mid-course change from
training agenda to meet immediate needs for Engineering Project Tracking and Large Volume Image
Management. Received applause at end of two sessions.
(July 2015 to July 2015)
Golden Spread Electric Utility, Employee Portal, HR, Compliance, Regulatory Issue
Tracking, Legal, Admin, Field Operations, IT Coded and No-Code Solutions
SharePoint Online, Solution Architect, No-Code Solution Developer, Consultant, BA, Technical PM
TECHNICAL DETAILS: Details for multiple projects led over 11 months are below. Projects were run with
formal Agile / Iterative development and $500,000+ of vendor services. Personally managed vendor and served
in hands-on roles for solution architecture, no-code solution development, BA, SharePoint admin, Level 1, 2
support and extensive user training. Configured and supported environment through pilot (using on premise
Active Directory / Exchange 2008) through full production roll out with OFFICE 365, EXCHANGE 2013, ACTIVE
DIRECTORY FEDERATED SERVICES. See work samples:
http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.30
TECHNICAL ARCHITECTURE: Supervised vendor design of SharePoint Online architecture with 5 site
collections and Project Online (Project Web App) while personally developing 15+ additional site collections and
solutions for applications not provided by vendor. Solutions included 20+ site collections, cosmetic look and feel
customization. Enforced rigorous TEST/DEV to PRODUCTION CODE and RELEASE MANAGEMENT
discipline including TECHNICAL and user DOCUMENTATION for new features. Established STANDARD
PROTOCOL FOR PURCHASE, CONFIGURE BROWSER, TEST AND DEPLOYMENT OF USER LICENSES
for Office 365, SharePoint Online and Project Online. Extensive work in SharePoint Online / Office 365 Admin
Center, including configuration / confirmation of high availability, distributed data, external sharing, site collection
admins, etc. Configured secure access for 3rd party auditors, customers and vendors through Office 365.
Installed and configured POWERSHELL FOR SHAREPOINT ONLINE to diagnose site collection disappearance
problems. Purchased and implemented web parts for weather notification, meeting scheduling and packet
preparation. SINGLE SIGN-ON implemented with OKTA SSO. Limited MY SITES, numerous SOCIAL
FEATURES to avoid user confusion. Rigorous design and rework for ease of user NAVIGATION including
extensive SITE MAP of all 40+ SharePoint sites (development and production.) Rigorous SECURITY and
PERMISSIONS management including enforcement of key GOVERNANCE controls (defined governance semiformally.) Conducted PERFORMANCE TESTING to confirm slow response time was due to network problems
and not Microsoft / SharePoint Online. Established FEATURE TEST LAB to educate IT management on
numerous SharePoint features. Developed with vendor and enforced SITE COLLECTION AND SITE NAMING
CONVENTIONS. Developed with vendor and enforced STANDARD LOOK, FEEL, COLOR PALATE AND TOP
LEVEL DEPARTMENT SITE. SHAREPOINT ADMINISTRATION included user set up, training, Q & A, level 1
and 2 support. MOBILE DEVICE SUPPORT: Support for iPhone and iPad was provided out of the box by
Nintex and InfoPath forms.
CAROUSEL APPROACH TO ANNOUNCEMENTS, COMPANY PR, REINFORCING COMPANY VALUES: A
centerpiece of the vendor’s solution, the Carousel changed images every 5 seconds to continually engage
users. This out-of-the-box SharePoint solution was created through advanced use of the content by search web
part.
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TECHNICAL CHALLENGES: Vendor approach to employee portal included the “publishing” feature which
prevented disciplined creation of solutions in Test/Dev and easy migration to production. Agreed with IT
management this was necessary, but in other 15 site collections avoided the publishing feature to maintain
Test/Dev to production disciplines. Worked through problems created by VENDOR’S CUSTOMIZATION,
including Nintex workflows that were too complex and impractical, extremely complex content by search queries
which worked when delivered, but were difficult to impossible to maintain. VENDOR’S LOOK AND FEEL
CUSTOMIZATION contaminated the Test/Dev environment creating many rework hours to rebuild applications
in process. After these items were resolved the customization remained stable. Opened 6 tickets with Microsoft
and worked through resolution of problems such as INSTABILITY OF SHAREPOINT ONLINE, DESIGNER
WORKFLOW INSTABILITY, USERS REQUIRED TO ENTER CREDENTIALS NUMEROUS TIMES TO OPEN A
SINGLE DOCUMENT, UNABLE TO SAVE PROJECT ONLINE TEMPLATE, SITE COLLECTION AND SITES
DISAPPEARING / UNAVAILABLE, CONFLICTS WITH SINGLE SIGN-ON SOFTWARE, AVEPOINT WEB
PART STOPPED WORKING, INTERMITTENT PROBLEM EDITING MANAGERS’ ANNOUNCEMENTS, “ASK
THE CEO” SURVEY FILE DISAPPEARED, SHAREPOINT ONLINE OUTAGES TOTALING APPROXIMATELY
12 WORK HOURS (symptoms included page not found, 404 errors.)
MIGRATION FROM ON PREMISE ACTIVE DIRECTORY / EXCHANGE 2008 TO OFFICE 365, EXCHANGE
2013, ACTIVE DIRECTORY FEDERATED SERVICES: This project was piloted while on premise and brought
into full production simultaneously with company-wide roll out of Office 365, Exchange 2013 and ADFS. Two
months of delays and some serious pilot user frustration were ultimately overcome for a smooth roll out.
TECHNICAL DOCUMENTATION AND SELF-SUFFICIENCY FOR CLIENT: Spent 100+ hours documenting
project design and issues, system administration guides, user guides and training IT employees to be selfsufficient in supporting applications after vendor and consultant were gone.
EXTENSIVE USER PARTICIPATION, POWER USER TRAINING: Personally conducted dozens of user input
and training sessions, which resulted in excellent user buy-in during roll out.
EXTENSIVE WORKFLOW AND FORMS, DESIGNER, NINTEX, INFOPATH: Personally developed timesheet
solution, project costing, Project Delivery Methodology feedback form, SCADA field asset inventory, IT
requirements tracking integrated to Agile tracking tool, vehicle fleet maintenance, check-in/check-out, admin
service request, catering request and PTO request. Included “one-click action” email notification, reminders,
action item tracking and work queue management.
CONTENT BY SEARCH: Vendor provided extensive content by search solutions which had to be documented
and maintained. While some were valuable, others were overly complex and difficult.
RAPID TIME SHEET SOLUTION WITH PROJECT COSTING: Personally developed solution in 30 days to
replace Outlook-based timesheet that was no longer practical. Included the ability for users to easily enter time
with project charge codes and rapidly produce project costing company-wide.
CLASS 1, 2, 3 PROJECT MANAGEMENT TOOLS AND COMPLIANCE WITH PM STANDARD METHODS:
Demonstrated and standardized project management tool sets to aid in company-wide adoption of project
management disciplines. Class 1 used a simple SharePoint task list. Class 2 used MS Project integrated with a
SharePoint task list. Class 3 used very advanced tools such as Project Online / PWA (and ultimately Project
Server.)
MIGRATION OF NETWORK FILE SHARE TO SHAREPOINT: Taught admin department how to migrate files,
resulted in decommissioning of former company-wide “P: Drive” (public network file share.) Further migration
for all departments is underway.
FIELD ASSET INVENTORY WITH OFF-LINE SYNCHRONIZATION (WHEN INTERNET NOT AVAILABLE):
Imported extensive inventory of SCADA (System Control and Data Acquisition) for 400 sites, $250,000+ in value
into SharePoint and configured to provide serial number tracking, maintenance history for key devices, year-end
inventory reporting, field data configuration. Converted disjointed Excel solution to disciplined SharePoint
solution including Colligo / Engage software to provide off-line synchronization when technicians were in remote
areas with no internet service.
APPLICATIONS CREATED BY DEPARTMENT: HR (employee portal, HR forms, Annual Benefit Elections,
announcements, “ask the CEO”, executive committee confidential communication.) Compliance / Regulatory /
Risk (Issue Tracking, EPA, NERC, FERC, Safety, Lobbying, Review and Comment, et.al.) Legal (Legal Service
Request, Contract Request, extreme diligence / oversight required due to legal vulnerability.) Administrative
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(company calendar, Board meeting scheduling, packet preparation, dissemination and confidential information,
Senior Management Team scheduling, meeting minutes, dissemination and confidential information, Admin
Service Request, Catering Request, Vehicle Fleet Maintenance, Check-in/Check-out.) Field Operations
(SCADA field asset inventory with off-line synchronization [when internet not available].) IT Department (PTO
Request and Calendar, Intern Schedule Calendar, IT Project Documentation and Archival, User Training, User
Aids, User Videos, FAQ.) Market Operations (Internal Rate and Schedule Publication.) Construction and Other
Project Management (Time sheet solution with project costing, Class 1, 2 and 3 Project Management Solutions
and compliance with PM standard methods.) Accounting (store and distribute accounting reports.) Member
Services (store and distribute confidential member information.)
AGILE METHOD SUCCESS PRECEDENT, INTEGRATED WITH DETAILED REQUIREMENTS, EXTENSIVE
USE CASES AND TESTING IN SHAREPOINT: Agreed with IT management to deliver a successful, largescale Agile development project on-time, on-budget with happy users. Integrated the Agile tool with SharePoint
for disciplined tracking of requirements, use cases, testing and acceptance.
TESTING, TECHNICAL DOCUMENTATION, USER DOCUMENTATION, USER TRAINING, USER VIDEOS,
PRODUCTION ROLLOUT: Extensive testing, documentation and user training was necessary due to
inexperienced users. Five user videos were created to help users acquire basic skills.
BUSINESS ANALYST TOOLS / DISCIPLINES: PROCESS MAPPING before and after, extensive USE CASES,
detailed REQUIREMENTS DEFINITION, SCREEN FLOW, PAPER-BASED PROTOTYPE.
PROJECT MANAGEMENT TOOLS / DISCIPLINES: Planning and oversight through Agile, estimating,
budgeting, staying within budget, project planning, scope management, change control, status reporting, vendor
oversight, vendor interface.
RESULTS – In 6 months this $500,000+ Agile project was designed, developed and deployed on time and on
budget (where within IT control) with commendations for user buy-in and success. It provided numerous
SharePoint applications company-wide, as described above and provided a platform for dozens more low cost
solutions. Accomplished during simultaneous migration of all users to Office 365. Other utilities have spent $2
Million+ to accomplish similar projects.
(August 2014 to July 2015)
Golden Spread Electric Utility, Conventional Public Website with Confidential Section
Displaying Real-Time Power Generation Dashboard, Responsive Design for Mobile
Devices, Azure Hosted
Conventional IIS Website Project Manager, Azure Installer, BA
TECHNICAL DETAILS (Highlights only. See other major projects for details on my methods.) Personally
managed vendor and served in hands-on roles for critical BA work and install / configure of three server Azure
virtual environment. Project was run with formal Agile / Iterative development and $500,000+ of vendor
services. See work samples: http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.30
TECHNICAL ARCHITECTURE: Personally installed / configured AZURE VIRTUAL HOSTING, MS Server 2012
on three servers, high availability with distributed data, SQL Server 2012, Virtual Network, Domain Name, RDP
access, SSL, Cloud Service, IIS, Virtual IP, Static/Permanent IP, Public/Private Ports, Endpoints, Firewall,
AZURE account and billing. Primary development, done by the vendor, was in Kentico Web Site software with
STAGING. A key element was the INTERFACE to an off-site SCADA (System Control and Data Acquisition)
SQL DATABASE that monitored electric power generation. SCADA data was extremely sensitive and required
a SECURE VPN TUNNEL connection to AZURE. Project required extensive WIREFRAME, PROTOTYPE and
REVISION CYCLES.
REAL-TIME POWER GENERATION DASHBOARD: Personally did BA work and screen-flow design for critical
executive dashboard showing real-time electric power generation over ¼ of the state of Texas. Vendor took
specifications and developed an outstanding dashboard.
TECHNICAL CHALLENGES overcome included complex AZURE domain, securing a STATIC, PERMANENT IP
ADDRESS from AZURE, secure data access and SINGLE SIGN-ON (using OKTA SSO package). Conducted
PERFORMANCE TESTING to diagnose slow response times. Initial SCADA database interface was difficult
and repeated failures of five minute DATA REFRESH had to be overcome.
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RESPONSIVE DESIGN FOR MOBILE DEVICE, MULTIPLE BROWSER SUPPORT including Chrome, Internet
Explorer, Firefox, Mozilla and Safari. Primary devices were iPhone, iPad and Mac. Android was marginally
supported. Vendor provided a strong solution.
TECHNICAL DOCUMENTATION: Vendor’s documentation was poor. Personally insisted on complete rework
of documentation such that in-house employees could maintain the system.
EXTENSIVE SENIOR EXECUTIVE PARTICIPATION was necessary because of public / owner facing nature of
web site. See commendation from executive. FORMS, EMAIL ALERTS, NOTIFICATIONS, CHARITABLE
ACTIVITIES, BILL PRESENTMENT AND REVIEW were among features provided. Enforced TEST/DEV to
PRODUCTION CODE and RELEASE MANAGEMENT discipline. Project was a large AGILE SUCCESS for
client.
RESULTS – $500,000, 6 month project completed on time and on budget (within IT department control).
Updated the company to current website technology including responsive design for mobile devices, ease of
update and executive dashboard showing real-time power generation. Solved problem that old website was so
antiquated and difficult to update that company was losing credibility with external stakeholders. Received
commendations from executives on success of project and a second large success precedent for Agile
development.
(August 2014 to July 2015)
TIA Hosting / Cloud Service, Migration and Upgrade of 8 GB Content Databases,
SharePoint 2003 to 2010 to 2013, Single Server to Dual Server, Outsourced to InHouse, Virtual Development / Production Servers Supporting Multiple Customers
SharePoint 2003, 2010 and 2013, Architect, Developer, Admin, Installer
TECHNICAL DETAILS (Highlights only. See other major projects for details on my methods.) Personally
architected, installed, configured and administrated SharePoint Hosting Services for a dozen clients over 10
years. Began in 2005 using hosted SharePoint 2003 service. Declined to upgrade to SharePoint 2007 due to
stability concerns and served numerous customers until 2010 when I purchased server space in a data center
and migrated the content to SharePoint 2010. In 2014 I purchased servers, installed them in-house and
completed a full conversion / migration of six SharePoint CONTENT DATABASES totaling 8 GB from
SharePoint 2010 to 2013 Enterprise with all primary features installed and available to clients. Installed and
configured SHAREPOINT ONLINE to further support clients. See work samples:
http://www.tia4.tiainc.net/Public/publicationsnewsletterindex2.html#a3.18
TECHNICAL ARCHITECTURE: SharePoint 2003 was a simple hosted service accessed over the internet but
served well as an early application / solution / prototype environment for clients. In 2010 a vendor installed two
servers, MS Server 2008 and SQL 2008 on rented servers in a data center for me. Personally installed SP
2010 twice (vendor reinstalled once). An ONLINE BACKUP service was used successfully and no client data
was lost. Applied numerous OPERATING SYSTEM PATCHES and SHAREPOINT UPDATES and resolved
several technical problems. In 2014 decided to migrate to SP 2013 which required CLEAN UP,
CONSOLIDATION of SITES, SITE COLLECTIONS, WEB APPS AND CONTENT DATABASES. Personally
purchased, installed and configured two WINDOWS SERVER 2012 R2 servers, VMWARE 6.0, SQL SERVER
2014, STATIC IP ADDRESS, DOMAIN CONTROLLER, Multiple FULLY QUALIFIED DOMAIN NAMES / URLs,
ACTIVE DIRECTORY, VPN, BACKUP, FIREWALLS, PORT ACCESS and SharePoint 2013 SERVER
ENTERPRISE. Significant IIS and ALTERNATE ACCESS MAPPING configuration was necessary to provide
both public facing sites and secure internal sites.
ADVANCED SHAREPOINT FEATURES, CONFIGURED, TESTED, AVAILABLE TO CLIENTS: Anonymous
Access / Public Facing Website, Extranet / Sharing, Visio Services, Excel Services, Extensive SP Designer
Workflows, Extensive InfoPath Forms, Access Services 2013, BCS (Business Connectivity Services),
ShareGate, Device Channel / Mobile Device support for iPhone, iPad, User Profile Synch Service, Active
Directory Synch, SMTP Email Server and SSRS.
CONTENT DATABASE MIGRATION: Backed up and migrated five content databases from the SP 2010 dual
server environment to the in-house SP 2013 dual server environment. Upgrade required conversion of
databases from Windows Classic Authentication to Claims Based. Required resolution of NUMEROUS
ERRORS and BUGS to create a reliable STANDARD MIGRATION PROTOCOL.
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SHAREPOINT ONLINE: Installed and configured to support multiple clients, especially to perform evaluations
between SP 2013 on premise and SP Online.
TECHNICAL CHALLENGES OVERCOME: The migration of content from SP 2003 to SP 2010 was difficult and
impossible to automate. Resulted in MANUAL RECREATION of most items SP 2010. SP 2010 REQUIRED
THREE INSTALLS before becoming stable for five years. SHORTCUTS and IP ADDRESSES used instead of
FULLY QUALIFIED DOMAIN NAMES contributed to one reinstall. ONLINE BACKUP required constant fixes
but was reliable. SP 2010 APP POOLS and SERVICE APPS hung several times per year. The SQL 2008 DB
was occasionally locked READ ONLY. One RANDOM HANG PROBLEM was never resolved. Nine cases
resolved with help from MICROSOFT SUPPORT. Became very familiar with TRACE LOGS, EVENT LOGS,
ULS VIEWER, DIAGNOSTIC LOGGING and CORRELATION IDs as diagnostic tools. SP 2013 APPLICATION
POOLS and SERVICE APPS (especially SECURITY TOKEN SERVICE App Pool) were also problematic.
FARM ADMINISTRATOR CREDENTIAL remains a problem and requires a special STSADM command.
Backup / Restore under difficulty with numerous errors but no loss of data. A MICROSOFT ERROR in
SUPPORTED CONFIGURATIONS resulted in de-install of a single server environment, purchasing more
hardware and reinstall into a multi-server environment.
RESULTS – Starting from SharePoint 2003, upgraded and migrated client and in-house sites and content
through SP 2010 to SP 2013, in cloud and on-premise environments for a dozen clients over 10 years.
Provided access to all SP 2010 and 2013 advanced features to allow clients to quickly move ahead with their
projects. All sites, content databases, site collections and dozens of applications successfully upgraded and
improved (with no loss of data) and 100% client satisfaction with hosting service.
(June 2005 to July 2015, Part Time)
Graphic Solutions Group, Wholesale, Retail Provider of Equipment, Parts and Services
for Graphic Design, Upgrade System, Train Users, Prepare for Advanced Applications
SharePoint 2013 Project, Architect, BA, Installer, Designer Workflows, InfoPath Forms, SQL, SSRS
TECHNICAL DETAILS (Highlights only. See other major projects for details on my methods.) Personally
architected, installed, configured and administrated SharePoint 2013 Enterprise dual server environment.
Trained power users and specified numerous high value, no-code solution applications. Overcame numerous
technical problems. See work samples: http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.31
TECHNICAL ARCHITECTURE: Installed MS SERVER 2012 R2, VMWARE 5.8, and SQL SERVER 2012 dual
server SharePoint 2013 Enterprise, configured BACKUP, FIREWALLS, PORT ACCESS and GROUP
POLICIES. Configured IIS and ALTERNATE ACCESS MAPPING. Designed site hierarchy to maintain
standard look and feel at department sites without customizing SharePoint. Designed architecture to support
extensive SSRS, Excel services, Visio services dashboard and key performance indicator reporting. Trained
Power Users in no-code solutions approach to enable them to complete many of the advanced applications
without IT or consulting assistance.
CUSTOM LOOK AND FEEL, ADVANCED GRAPHICS WITHOUT MODIFYING SHAREPOINT: Used standard
IIS website and Dreamweaver to provide very sophisticated top-level internal site, including a carousel using
out-of-the-box configuration.
APPLICATIONS IDENTIFIED, PREPARED, BY DEPARTMENT: Marketing (literature, workflow for 1000+
products allowing vendors to be responsible for maintaining their own literature.) Sales (customer on-boarding
workflow, credit application and tax certificate workflow.) Purchasing (procedure maps and vendor document
workflow, capital equipment ordering). Operations (customer site preparation, install checklists, customer signoff workflow and forms, service calendar, service on-site forms, checklists, installation certificates.) IT (standard
operating procedures and forms workflow. Executive (dashboards, key performance indicators and graphics.)
HR (new hire on-boarding form and workflow, performance management system form and workflow, salary and
compensation planning guide.)
ADVANCED SHAREPOINT FEATURES, CONFIGURED, TESTED, AVAILABLE: Extranet / Sharing, Visio
Services, Excel Services, SP Designer Workflows, InfoPath Forms, Device Channel / Mobile Device support for
iPhone, iPad, User Profile Synch Service, Active Directory Synch, SMTP Email Server and SSRS.
TECHNICAL CHALLENGES OVERCOME: Diagnosed RESPONSE TIME PROBLEM as SQL Server based.
Numerous internal and external FULLY QUALIFIED DOMAIN NAMES / URL access problems. Severe
DOMAIN GROUP POLICY problem required reinstall. Three cases and 20+ hours of MICROSOFT SUPPORT
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required to stabilize SharePoint. Other problems overcome included IP ADDRESS CONFLICTS, USER
PROFILE SYNCH SERVICE, ACTIVE DIRECTORY SYNCH, SEARCH SERVICE and EMAIL ALERTS.
RESULTS: In 2 projects spanning 4 months, upgraded client from SharePoint 2013 Foundation to Enterprise,
trained users, resolved numerous problems, trained users and equipped them to implement numerous highimpact applications. Extensive look and feel custom branding accomplished WITHOUT CUSTOM CODE.
(November 2014 to February 2015)
Brooks, Customized SharePoint and Fall Out with Vendor Creates Big Trouble
SharePoint 2013 Project, Architect, Installer, Administrator
TECHNICAL DETAILS: (Highlights only. See other major projects for details on my methods.) Small client
hired me for a few hours a month to train them and help with numerous minor problems after stopping work with
their previous vendor. SharePoint continued to decline and became unusable. Client agreed to pay for a clean
reinstall without the customizations. Backups appeared to restore and we resolved numerous technical
problems but both Microsoft and I could never fully recover all files and data. Client stopped paying for recovery
efforts, stopped using SharePoint and went another direction.
TECHNICAL ARCHITECTURE: Personally conducted reinstall which included MS SERVER 2012, HYPERV,
and SQL SERVER 2012 dual server SharePoint 2013 Enterprise, configured BACKUP, FIREWALLS, PORT
ACCESS. Configured IIS and ALTERNATE ACCESS MAPPING. Previous vendor designed an unnecessary
and complex navigation system which confused users and contributed to ultimate failure. Cleaning up
navigation and ease of use was a major goal.
KEY PROBLEMS RESULTING IN FAILURE TO RESTORE SYSTEM: Client had paid a vendor to
CUSTOMIZE SHAREPOINT without understanding the impact, discipline and oversight needed. Client and
vendor parted on bad terms resulting in no source code or documentation for maintaining the customization.
SharePoint and databases appeared to back up correctly, but could not be fully restored. Client was dazzled by
cosmetics and appearance of PROJECT WEB APP, but having PWA installed in the same WEB APP as the
production content contributed to our inability to recover 2/3 of the client’s files. Recovered 1/3 rd of files and
data through extensive reinstall, SQL database migration and some 30 hours with Microsoft support. Other
significant problems included unstable HYPERV Virtual Servers, rogue back up jobs consuming all available
disk space and Outlook instability. The client’s unwillingness to pay for the full professional services they
needed directly contributed to the negative outcome.
RESULTS: Unfortunately, I was unable to help this small firm preserve their $100,000+ investment in
SharePoint. A sad case of multiple devastating problems plus unwilling to spend what it takes to do SharePoint
right.
(September 2014 to March 2015, Part time)
Morrison Wholesale Distribution Company, Advanced Credit and Collections Workflow,
Process Improvement, Move 1.3 Million Pages to Paperless, $500,000 Savings
SharePoint Online Project, Architect, Business Analyst, Consultant, Content Types, Document Sets,
Workflow, Process Improvement, Archiving, 3rd Party Auditor Access
TECHNICAL DETAILS: Served as lead BA, backup Architect, assistant Developer and Senior Consultant for
this SHAREPOINT ONLINE project which took five months and was run with informal Agile / Prototype / Iterative
development. Also provided some SharePoint admin, Level 1, 2 support and extensive user training. Key
contributions were process mapping, requirements, extensive use cases, executive and user credibility, scope /
feature control, requirement completion / rework until right and creating numerous prototypes to validate solution
viability. See case study and work Samples: http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.26
TECHNICAL ARCHITECTURE: Personally created a three year file volume estimate of 500,000 files, 600 GB
of space and 1.3 million pages to confirm that the primary architect’s design was valid. A major concern was the
VALIDITY OF MICROSOFT’S CLAIMS (at the time) that millions of files and thousands of GB of data could be
practically supported in SHAREPOINT ONLINE. The team investigated and conducted PERFORMANCE
TESTING with 20,000 files, concluding that the architecture was reasonable and multiple contingency plans
existed to mitigate risk. The design (by the primary architect) was based on multiple document libraries (send-to
locations) to automatically move DOCUMENT SETS to other document libraries to accommodate large volume
of files. CONTENT TYPES were defined and implemented including Customer Master Folder, Credit App,
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Credit Reference, Credit Report, Legal Entity, Tax Certificate, Job Data Sheets, Joint Check Agreement, Central
Appraisal District, Mechanics Lien Contract, Bond, Consignment Agreement, Legal Notices and Waivers.
Personally designed the process and workflow which managed the DOCUMENT SETS. Included extensive
metadata (properties) that defined each document. Limited MY SITES and numerous SOCIAL FEATURES to
avoid user confusion. Rigorous design and rework for ease of user NAVIGATION. Rigorous SECURITY and
PERMISSIONS management including enforcement of key GOVERNANCE controls (defined governance semiformally.) SHAREPOINT ADMINISTRATION included user set up, training, Q & A, level 1 and 2 support.
MOBILE DEVICE SUPPORT was out of scope but native SP ONLINE supported iPhone and iPad.
TECHNICAL CHALLENGES OVERCOME: The SHAREPOINT ONLINE environment created reliability
problems primarily regarding CONTENT TYPES, CONTENT TYPE HUB AND CONTENT TYPE PUBLICATION.
Problems were so bad that the solution was unavailable for six weeks of the five month project. As a
contingency, I personally rebuilt the solution in two weeks and omitted several of the troublesome features. We
also used this solution to control scope and manage expectations. The primary solution was ultimately fixed
and the contingency system I developed was used in another context / TENANT.
SELF-EVIDENT, SELF-DOCUMENTING DESIGN FOR USERS: Over the objections of some team members,
the client and I insisted on solutions that were self-evident and self-documenting for the users. We were largely
successful and the users required very little documentation to operate the system.
EXTENSIVE EXECUTIVE and USER PARTICIPATION, POWER USER TRAINING, DOCUMENTATION:
Personally conducted 12+ user input and training sessions which resulted in excellent user buy-in during roll out.
Created and delivered system admin training and maintenance guide.
EXTENSIVE WORK QUEUE DESIGN FOR 35 CREDIT PERSONNEL: “Queue” based work management was
a critical requirement to deal with tens of thousands of pages assigned to users at certain points. The primary
architect pounded the table and asserted multiple times that it could not be done in this context. In two days I
created a prototype demonstrating queue based work management which became the basis of the ultimate
solution.
SEARCH, FIND DOCUMENTS EVEN IF SEPARATED FROM DOCUMENT SET: The design included
extensive search capability to allow users to find desired items easily, across multiple document libraries, while
searching through 100,000+ documents. The metadata attached to each file included Customer Master Folder
data and provided for retrieval, years later, even if document sets are separated or storage becomes
fragmented.
MIGRATION OF LARGE FILE VOLUMES TO SHAREPOINT: Personally conducted initial file migrations for
testing and sign off. Provided users with tools and training to migrate files during production.
AGILE METHOD, INTEGRATED WITH DETAILED REQUIREMENTS AND TESTING: Project used informal
Agile to define work, prototypes and iterations. EXTENSIVE USE CASE DOCUMENTATION served for testing,
SCOPE CONTROL and to prevent problems encountered in previous projects. Insisted on conducting rigorous
testing and bug fix prior to roll out, over the objections of the primary architect. REQUIREMENTS and ACTION
ITEMS were TRACKED through DEV, TEST and SIGN OFF.
BEFORE PROCESS: Average customer file required 20 pages printed and filed, 45 "manual touches" to
process, retrieve and update. Most touches required trips to filing cabinet, copier, printer and other offices.
AFTER PROCESS: Average customer file will include 20 electronic pages attached and minimal trips to printer,
file cabinet and other offices. Will require 30 or fewer "touches" (estimated).
FUTURE SCOPE / LABOR SAVINGS intended to include auto-import of scanned pages, auto-import of external
web site data, auto-setup of customer in ERP system and customer credit application self-service form.
BUSINESS ANALYST TOOLS / DISCIPLINES: Created extensive requirements document defining all business
outcomes, process priorities, in scope, out of scope, user views and searches, use cases and test data.
PROCESS MAPPING before and after, extensive USE CASES, detailed REQUIREMENTS DEFINITION,
SCREEN FLOW, PAPER-BASED PROTOTYPE.
RESULTS – Project completed early and substantially on budget in 5 months with the following major
benefits. (Estimates of benefits have been confirmed by the client VP and team lead.) 1.3 million credit and
collection pages to become paperless over 3 years. Estimated $500,000 labor savings over 5 years for
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investment of $100,000. Additional key benefits included: Granting credit to good customers with less paper,
less labor. Easily process requests for credit for new jobs. Able to quickly validate new jobs and process job
data sheets, joint check agreement, central appraisal district, mechanics lien contract, bonds. Tax certificate
and audit simplification, extreme labor reduction: allows state tax auditors to "self-serve". Security protects
confidential information while allowing limited read-only access to external auditors. Prevented 30%+ cost
overrun, delays and user frustration experienced on previous project with same client through above disciplines.
See case study and work Samples: http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.26
(April 2014 to August 2014)
Citizen’s Business Bank, Extensive Enterprise, Cross-Site Collection Search
Configuration with Custom Filters and Managed Metadata
SharePoint 2013 Project, Consultant
TECHNICAL DETAILS: (Highlights only. See other major projects for details on my methods.) Solution
included better use of preferences and advanced options in search center, metadata navigation per document
library, custom search results page, content search web part and Enterprise search for cross site collection
search. Discovered quick hit solution to cross site collection search, saving three weeks of consulting time for
full Enterprise search implementation.
RESULTS: Prepared extensive custom search solutions.
(June 2014 to June 2014)
Pacific Union Mortgage, Full SharePoint implementation, 1500 Users, Six TB User File
Migration, Advanced Apps
SharePoint 2013 Project, Architect, Develop, Consultant, Install, Designer, Workflow, InfoPath, SQL
TECHNICAL DETAILS: (Highlights only. See other major projects for details on my methods.) Personally
architected, installed, configured and administered SharePoint 2013 Server environment with seven servers.
Production included a SharePoint front-end server and SQL server. Development was a mirror of Production
and one additional SharePoint front-end server was installed for aggressive testing. See case study and work
samples: http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.25
TECHNICAL ARCHITECTURE: Personally designed architecture to support 31 Content Databases, 200 GB
each, over SIX TERABYTES of user file shares to be migrated to SharePoint and advanced applications. See
SharePoint 2013 Architecture, Hierarchy Implemented (confidential information removed). MS SERVER 2012, VMWARE 5, and SQL
SERVER 2008 and 2012 were installed by the infrastructure team and DBA. Personally installed and
configured SharePoint 2013 server on numerous servers (technical problems required multiple re-installs.)
Assisted configuration of BACKUP, FIREWALLS, PORT ACCESS and GROUP POLICIES. Personally
configured IIS and ALTERNATE ACCESS MAPPING to provide a “FRIENDLY URL” to users. Designed site
hierarchy to maintain standard look and feel at department sites without customizing SharePoint. Designed
architecture to support extensive SSRS, Excel services, Visio services, Designer workflows, InfoPath Forms,
and BCS access to SQL server databases. Trained 50 SharePoint Admins (two per department) including video
reference training. GOVERNANCE was defined and administered informally with close attention to security.
RESPONSE TIME TESTING was conducted to confirm that adequate CPU, memory and channel through-put
were allocated by VMWARE and the network architecture. Extensive work and rework went into ease of
NAVIGATION for users.
“WHO USING WHAT” SQL QUERY: Created this query to meet a deficiency in SharePoint’s reporting. Needed
to confirm that the new system was actually being used and users were migrating their file shares to SharePoint
as directed.
SAVED USER FOLDER NAMES AS METADATA, attached to files, migrated to SharePoint. CUT USER
LABOR TO MIGRATE LARGE AMOUNTS OF FILES BY 90%. Researched and discovered a 3rd party tool that
could preserve folder names and metadata, dramatically reducing user labor required for successful use of
SharePoint.
AUTHENTICATION, COMPLEXITY, PROBLEMS RESOLVED: Required Kerberos, Classic Windows and
Claims-Based Authentication. User workstations were CITRIX-based creating difficulties diagnosing and
replicating problems. User access was eventually stabilized.
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“RUNBOOK”, FULL DOCUMENTATION OF SP INSTALL: Provided electronic documentation and paper
backup such that in-house employees could reinstall and reconfigure the SP environment in a disaster.
IT PROJECT DASHBOARD and MANAGEMENT FRAMEWORK: Created templates for Process Flow, helping
Business Executives CHANGE PRIORITIES WITHOUT DISRUPTING CURRENT PROJECTS, Progress and
Status Reporting, Time Capture with COSTING and CHARGEBACK TO BUSINESS UNIT, additional PM tools.
TWO YEAR COST BENEFIT ANALYSIS of proposed projects, concentrating on high-value vs. “hygiene”
projects.
APPLICATIONS BY DEPARTMENT: (Applications were identified and architecture was designed to
accommodate them.) Sales / Marketing / Wholesale / Correspondent (Product Repricing, Average Price of
Record, Wholesale Client Database.) Operations / Underwriting (Lending Authority Authorizations and Risk
Management, Exception and Defect Handling.) Compliance (CFPB and Other Audit Compliance and
Remediation.) HR (On-boarding, Off-boarding, Recruiting, Benefits Admin, Training.)
RESULTS – In 90 Days: SharePoint 2013 architecture designed, configured, implemented to support six
terabytes of user files and advanced applications. Cut user labor to organize large amounts of files by 90% and
trained 50 SharePoint Admins. Team received numerous commendations for “on-time, on-budget, happy user”
roll-out.
(December 2013 to February 2014)
J.F. Shea Mortgage Company / Home Builder, SharePoint Strategy Review, 1200
employees, 20 Senior execs, 15 locations
SharePoint 2010/2013 Project, Architect, Consultant, Process Simplification, Designer, Workflow,
InfoPath
TECHNICAL DETAILS: (Highlights only. See other major projects for details on my methods.) Personally
conducted extensive SharePoint strategy review covering 1200 employees, 20 senior executives, 20 business
units, 15 locations, 93 projects and produced written report. Trained 60 Power Users and personally created
advanced workflow and forms applications. See case study and work samples:
http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.24
TECHNICAL ARCHITECTURE: MS SERVER 2008, VMWARE, and SQL SERVER 2008, SharePoint 2010
Enterprise and SAN storage were already installed. Review included BANDWIDTH / NETWORK CAPACITY for
distributed organization with 15 locations. Determined that SITE HIERARCHY and NAVIGATION were too
complex for users. Recommended simpler design based on input from POWER USERS DURING TRAINING,
which was adopted. GOVERNANCE was formally evaluated and documented in final report. Special attention
was given to the problem of restoring CONTENT DATABASE BACKUPS greater than 200 GB.
FBA (FORMS BASED AUTHENTICATION): Due to requirement for hundreds of vendors to have access to
multiple SharePoint sites, investigated and presented a report on FBA options. Key need was to allow vendors
and Purchasing Department to self-manage vendor accounts and AVOID THE IT LABOR of maintaining Active
Directory accounts for each vendor.
PERSONNEL ACTION FORM WITH ADVANCED WORKFLOW: Developed this advanced InfoPath form with
Designer workflow to meet immediate HR need to replace paper-based system and teach Power Users how to
create advanced applications. See work samples.
CAPITAL ACQUISITION WORKFLOW FOR $10 MILLION+ DEALS: Created rigorous workflow and form
documentation to automate the current manual process. See work samples.
ROADMAP AND STRATEGY FOR $2.75 MILLION PER YEAR IN COST SAVINGS: Produced as part of final
report. See work samples.
EVALUATION OF SHAREPOINT 2013, COST TO UPGRADE vs STAYING WITH SHAREPOINT 2010:
Conducted as part of final report. Concluded there was no pressing need to upgrade to 2013, but upgrade
should take place in the next few years to maintain technical currency.
USED METADATA INSTEAD OF FOLDERS FOR SHAREPOINT FILE ORGANIZATION: Through Power User
training, convinced users they were better off using Libraries and Metadata instead of Folders.
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WEEKLY TRAINING (LUNCH & LEARN) FOR POWER USERS: Conducted weekly “Lunch & Learn” for
motivated Power Users to acquire advanced skills. Enabled them to support their local departments,
REDUCING IT COST FOR LEVEL 1 SUPPORT.
APPLICATIONS BY DEPARTMENT: See Case Study for 93 applications identified.
RESULTS – Identified and quantified 93 projects with $2.75 million estimated cost savings per year. 68 of the
projects were specified as No-Code Solutions resulting in extreme cost savings and rapid completion (vs.
conventional IT solutions). Extensive weekly training for 60 power users. Resolution of Level 2 and Level 3
support problems. Documented and recommended strategy and best practices for all aspects of SharePoint
including architecture, infrastructure, hierarchy, file sharing, search, advanced workflow, forms, extranet,
scanning, other advanced applications.
(October 2013 to December 2013)
Caliber Mortgage Company, Advanced Workflow, Forms, SQL Lookup, Prep, Migrate
SP 2013, Branding, 2500 Users
SharePoint 2010/2013 Project, Consultant, Process Simplification, Designer, Workflow, InfoPath,
Branding
TECHNICAL DETAILS: (Highlights only. See other major projects for details on my methods.) Personally
responsible for URL / Path / Workflow problem correction, enhancing and maintaining two advanced form and
workflow applications and creating a third advanced application from scratch. Also conducted extensive site
mapping and documentation, extensive Swim Lane / Process Flow documentation, consolidation of sites,
rebranding, user sites and workflow support and INTERFACE DOCUMENTATION. Minor work with DOCAVE,
NINTEX and Data Synch Studio. See work samples:
http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.16
TECHNICAL ARCHITECTURE: MS SERVER 2008, VMWARE, and SQL SERVER 2008, SharePoint 2007 and
2010 Enterprise were installed and operating on five servers in large scale production. Partially responsible for
preparing for new SP 2013 farm with four servers. Personally responsible for correcting 50+ URL / PATH /
WORKFLOW PROBLEMS created by merger and company name change. Documented SITE HIERARCHY for
SP 2007 and SP 2010 and MAPPED MIGRATION to new SP 2013 environment. GOVERNANCE was
informally reviewed and managed with emphasis on security. Created TEST/DEV ENVIRONMENT to assist in
diagnosis and enhancement of advanced form and workflow applications without disrupting production use.
ADVANCED SQL LOOK UP, INTERFACE TO FISERV LEGACY SYSTEM FOR COMPLAINTS TRACKING:
Maintained and enhanced this advanced application with Data Synch Studio. Initial load of database required
200,000 LIST ITEMS TO BE IMPORTED INTO SHAREPOINT. Subsequent updates were changes only.
Solution needed because FiServ could not accommodate demands by regulators for advanced complaint
scrutiny.
BRANDING WITH NO-CODE SOLUTIONS: Initial work included paths to new images for corporate merger and
maintaining consistent look and feel across 50+ sites without coding / programming.
CFPB AUDIT APPLICATION: Simplified and enhanced existing solution with InfoPath and complex Designer
workflow. Enabled strong Power User to completely administer Legal and Operations compliance for a 140 item
CFPB Audit. Created extensive USE CASES, TEST SCRIPTS and DOCUMENTATION. Included advanced
email alert notification.
REDUCED 153 STEP LETTER GENERATION PROCESS TO 89 STEPS: Existing process required 153 steps
to work around deficiencies in FiServ legacy system. Created new advanced InfoPath form and Designer
workflows. Brought solution into production in less than 30 days. Created DASHBOARD showing “TOUCHES”
reduced from 40 PER LETTER to 15 PER LETTER. Also created DASHBOARD showing COST PER LETTER
REDUCED FROM $600 TO $150. Included advanced email alert notification.
KEY APPLICATIONS BY DEPARTMENT: Compliance (Consumer Finance Protection Bureau Audit, GSE
Approval.) Operations (Complaint Handling, Call Monitoring Scorecards, Transaction Management, Mailroom.)
Legal (Letter Administration.) Foreclosure (Bankruptcy Audit, Foreclosure Referrals, Affidavit Review, Default,
Foreclosure Documentation Review, Bankruptcy.) Marketing / Sales (Short Sale Pipeline, Incentive
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Compensation Program.) HR (Onboarding New Employees.) Accounting (Collections Referral, Collections.) IT
(IT Help Ticket, IT Other, IT PMO Change Control.)
RESULTS – Letter Administration system built and implemented in 30 days, reducing process from 153 steps to
89 steps. Complex system for CFPB Readiness Audits finalized, extended and supported in 60 days, Complaint
Handling system with complex SQL lookup improved and supported over 45 days. Numerous other systems
supported, fixed and documented. Extensive VIDEO TRAINING for users created in two weeks. $1,000,000
UPGRADE OF LEGACY SYSTEM DEFERRED for multiple years.
(June 2013 to September 2013)
Hyundai Motors, SharePoint Requirements, Strategy
SharePoint 2010 Solution Architect, Senior Business Analyst
TECHNICAL DETAILS: (Highlights only. See other major projects for details on my methods.) Personally led
SharePoint requirements project for purchasing, state tax, federal tax, sales promotion, digital asset
management departments. See work samples:
http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.17
RESULTS: Project completed on schedule. Reduced original cost of next phase from $500,000 to less than
$400,000.
(December 2012 to February 2013)
Responsive Education, (Charter Public School Provider)
SharePoint 2007, Configure, Consolidate, Migrate, Test
TECHNICAL DETAILS: (Highlights only. See other major projects for details on my methods.) Personally
conducted SharePoint 2007 “cleanup” to resolve response time and user satisfaction problems in preparation for
2010 / 2013 migration.
RESULTS: Assisted a senior SharePoint architect in optimization of new SP 2007 environment, migration of
112,000+ files, consolidation of 25 site collections to 6, extreme improvement in response time, stability, user
navigation, user satisfaction. Tested and prepared for SharePoint 2010 upgrade.
(November 2012 to November 2012)
Ettinger Rosini (Manufacturer's Rep), SQL Server Reporting Services
SharePoint 2010, Analyst, Designer, Developer
TECHNICAL DETAILS: (Highlights only. See other major projects for details on my methods.) Personally
developed “No-code, User programming” solution with advanced SharePoint and SQL SERVER REPORTING
SERVICES to manage pipeline of projects and sales. Prototype built for $2,000. Ultimate solution required .NET
programming with SQL Server database. Agile methodology. Contractor assisted in SSRS development.
RESULTS: Process map, requirements, initial prototype developed in one week. Full prototype developed in 30
days. Full solution requiring complex reporting developed in 90 days. See work samples:
http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a1.3
(May 2012 to November 2012, Part Time)
Vista Machining, (manufacturer and B to B services), Automate Manual Processes
SharePoint 2010, Analyst, Design, Develop, Technical Project Manager
TECHNICAL DETAILS: (Highlights only. See other major projects for details on my methods.) Personally led
process mapping and developed “No-code, User programming” solution with advanced SharePoint 2010, sales
leads, sales activity tracking, RFQ to close tracking, P.O. to ship procurement tracking, significant quick hit
benefits, Agile methodology.
RESULTS: As-Is and To-Be processes mapped, workflow developed, applications up and running in 90 days
for minimal cost. See work samples: http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a1.3
(January 2012 to December 2012, Part time)
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City of Kennedale, Texas, Process Simplification, Scanning, Paperless Office Goal
SharePoint 2010, Analyst, Design, Develop
TECHNICAL DETAILS: (Highlights only. See other major projects for details on my methods.) Personally built
prototype for moving to PAPERLESS OFFICE for city departments. Primary goal was a SharePoint system to
ATTACH SCANNED DOCUMENTS to city government legacy software for Courts. System would apply Judge’s
DIGITAL SIGNATURE to warrants and remain attached to the Cause of Action record. Additional departments
and functions included Finance, Budgeting, Council briefing book preparation, Records and Public Works citizen
request action item tracking. Client met with City of Lewisville, which had implemented a similar system and
concluded that cost was too high to be practical at present.
RESULTS: Prototype (rough) developed in 30 days.
(May 2012 to June 2012)
Ruhrpumpen, (manufacturer), SP Designer, InfoPath, Workflow, Non-Conforming
Materials, Quality
SharePoint 2010, Analyst, Design, Develop, Technical Project Manager
TECHNICAL DETAILS: (Highlights only. See other major projects for details on my methods.) Personally
developed advanced DESIGNER WORKFLOW and INFOPATH form for Quality / Non-conforming materials
reporting project. This “No-code, User programming” solution was created with advanced SharePoint 2010,
Agile methodology.
QUICK HIT BENEFITS: Team determined that much of needed improvement could be made by returning to
former manual form and process, deferring the need for the electronic form solution. Team identified six process
changes, made immediately and monitored weekly that could solve numerous problems. Electronic form for
Quality Problem and Customer Service (RMA) created in 10 days.
RESULTS: Extremely complex manual processes, mapped As-Is, designed To-Be, workflow and advanced
SharePoint application developed within 60 days. See work samples:
http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.23
(June 2012 to July 2012)
Flowserve, (manufacturer) SharePoint Prototype, IIS, ASP.Net / SQL Production,
Multiple Projects
SharePoint 2010, Architect, Developer, Admin, BA, Technical PM for World-Wide SOX Compliance,
Lotus Notes Conversion
TECHNICAL DETAILS: Details for multiple projects led over 28 months are below. Projects were run with
informal Agile / Iterative development. See case study, screen shots, work samples:
http://www.tia4.tiainc.net/Public/No35bITAudienceSucStryLrgMfrExcelProbemShPt.pdf
TECHNICAL ARCHITECTURE: Initial training and prototypes built in SharePoint 2003. Conducted rigorous
evaluation of SharePoint 2007 and 2010. Concluded 2010 was stable. Configured and installed three
SharePoint 2010 cloud-based environments for client, including Rackspace and TIA hosting service. All 2010
configurations were SharePoint 2010 Enterprise, SQL Server 2008, dual server configuration with MS Server
2008, Active Directory and back up. Environments included Production (Rackspace) and Test/Dev (TIA hosting
service). Tested and implemented triple redundant Site Collection backup due to extreme sensitivity of
Production data. Built extremely complex prototype for SOX solution in InfoPath and demonstrated
PRODUCTION READY IN 60 DAYS. Conducted concurrent development with IIS/ASP.NET and SQL Server
2008 (28 tables) to provide extremely fast, efficient code as alternative option. Client chose to pay for full
development of the IIS/ASP.NET / SQL Server solution because requirement was too complex for SharePoint
and users in Asia had low-speed internet connections. FULL ASP.NET SOLUTION DEVELOPED AND IN
PRODUCTION 90 DAYS LATER. Configured secure access for 3rd party auditors, customers and vendors with
Active Directory accounts and Windows authentication. Purchased and implemented Bamboo FORMS BASED
AUTHENTICATION for production roll out. Limited MY SITES, numerous SOCIAL FEATURES to avoid user
confusion. Rigorous design and rework for ease of user NAVIGATION. Rigorous SECURITY and
PERMISSIONS management, including SSL, Personal Information Protection (complying with European Union
law) and enforcement of key GOVERNANCE controls. SQL QUERIES developed to confirm users actually
3/24/2016
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using the new system. Conducted extensive PERFORMANCE TESTING to confirm speed adequate for Asian
users with slow internet. Enforced rigorous TEST/DEV to PRODUCTION CODE and RELEASE
MANAGEMENT discipline including TECHNICAL and user DOCUMENTATION for new features. Designed IIS /
ASP.NET / SQL ultimate solution to run on SharePoint servers with $0 INCREMENTAL SOFTWARE COST.
FRIENDLY URLs and DOMAIN NAMES purchased and configured for ease of MIGRATION IN-HOUSE, which
ultimately occurred.
SHAREPOINT ADMINISTRATION included user set up, training, Q & A, level 1 and 2 support, operating system
updates, firewall and port level security management, daily and weekly back up.
RIGOROUS TESTING, EVALUATION FOR SHAREPOINT 2007, 2010 AND CLOUD VENDOR / SERVICE
PROVIDERS: SharePoint 2007 was known to have problems, but SharePoint 2010 was new. Created a 140
item testing protocol to evaluate the stability of SharePoint 2010 in multiple cloud vendor environments. First
cloud vendor failed after 60 days and was replaced with Rackspace, which provided excellent service on all 140
items tested.
CUSTOM DASHBOARD TO MONITOR SOX COMPLIANCE: Initial dashboards were created with SharePoint
no-code tools, but were inadequate to monitor critical daily task of processing hundreds of documents for SOX
compliance. Created custom ASP.NET dashboard to show progression through six steps of completion. See
case study.
LOTUS NOTES DATABASE CONVERTED TO SHAREPOINT for $12 BILLION WORLD-WIDE REVENUE
RECOGNITION APPLICATION. Accomplished by (1) Defining business outcomes and results needed, which
included duplicating the existing Lotus form and workflow in SharePoint, carefully managing currency
conversions and data formats and carefully migrating the data so nothing was lost. (2) Studying and
understanding the Lotus form, database and workflow. (3) Creating the new form, list and workflow in
SharePoint. (4) Exporting a test database from Lotus, importing it into SharePoint, testing and fixing the new
form, database and workflow. (5) Defined rules for currency conversions and data cleanup because Lotus and
SharePoint treat some data types differently. (6) Export a clean database from Lotus as a baseline, import to
SharePoint, run currency conversion and data cleanup procedures. (7) Train users and make system available
for production use. (8) Export a monthly update from Lotus into SharePoint, run currency conversion and data
cleanup procedures, notify users that the monthly update was complete.
WORKFLOW, SOX APPLICATION: Created prototype workflows in Designer with emphasis on due dates and
reminder emails (bug them with email until they do what they are supposed to do.) Converted Designer
workflow approach to ASP.NET / SQL Server 2008 workflow for production system.
INFOPATH ADVANCED FORMS: Prototype included advanced question / response logic, buttons for date
timestamp / approval and supported 140+ standard compliance questions. Form design and data were
migrated to ASP.NET / SQL Server 2008 for production system.
SHAREPOINT OBJECT MODEL CUSTOMIZATION: Discovered bug in SharePoint audit trail, produced minor
modification to SharePoint in Visual Studio. Solution was stable, but client elected not to modify SharePoint.
MOBILE DEVICE SUPPORT: Support for Blackberry and iPhone was provided out of the box by the prototype
SOX InfoPath solution.
BCS (BUSINESS CONNECTIVITY SERVICES), SHAREPOINT TO SQL SERVER 2008: A prototype BCS
reporting solution was developed and contributed to the ultimate solution of a custom dashboard in ASP.NET.
SSRS (SQL SERVER REPORTING SERVICES) CRITICAL REPORTS: SSRS was used as a “rapid first cut”
prototype for reports that ultimately became the custom dashboard in ASP.NET. Though not part of the final
solution, SSRS was valuable at quickly defining a difficult problem.
WORKFLOW INTEGRATION WITH BAAN LEGACY SYSTEM: Designer workflow Filtered 6,000 item Daily
Project Status BAAN report to just 40 most relevant action items.
EXTRANET, SECURE 3RD PARTY ACCESS for auditors, customers, suppliers was implemented with Active
Directory accounts and Windows authentication.
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EXTENSIVE EXCEL MIGRATION, IMPORT TO SHAREPOINT: The previous dysfunctional SOX solution
included 100+ disconnected Excel spreadsheets. Dozens of spreadsheets and data were imported to
SharePoint as part of solution development.
TESTING, TECHNICAL DOCUMENTATION, USER DOCUMENTATION, USER TRAINING, USER VIDEOS,
PRODUCTION ROLLOUT: Extensive testing, documentation and user training was necessary due to worldwide implementation, language differences and time zones. User videos were created to help Asia users
acquire basic skills during their primary workday.
BUSINESS ANALYST TOOLS / DISCIPLINES: Extensive PROCESS MAPPING before and after, extensive
USE CASES, detailed REQUIREMENTS DEFINITION, SCREEN FLOW, PAPER-BASED PROTOTYPE.
PROJECT MANAGEMENT TOOLS / DISCIPLINES: Estimating, budgeting, staying within budget, project
planning, scope management, change control, status reporting, vendor RFP, contract management, oversight,
vendor interface.
RESULTS: Replacement of dysfunctional $750,000 software package for $100,000, saving $350,000 per year
in labor and extreme cost of mistakes (estimates.) System put into production in five months. Client delighted
with extreme improvement in reporting and control of SOX compliance, including prevention of material
weakness disclosures (the key desired outcome.) IIS / ASP.NET / SQL ultimate solution ran on SharePoint
servers with $0 INCREMENTAL SOFTWARE COST. Replaced 100+ Excel spreadsheets with SharePoint.
Converted $12 billion revenue recognition application from Lotus Notes to SharePoint in 90 days. Consolidation
of 6,000 line BAAN daily project status report to only the 40 items that need action that day, up and running in
three weeks at minimal cost. See case study, screen shots and work samples:
http://www.tia4.tiainc.net/Public/No35bITAudienceSucStryLrgMfrExcelProbemShPt.pdf
(January 2010 to April 2012)
Level 2 Design, (B to B services), Process Simplification, Prototype, RFP
SharePoint 2003, Analyst, Design, Develop, Technical Project Manager
TECHNICAL DETAILS: (Highlights only. See other major projects for details on my methods.) Personally built
prototype, designed, specified and created RFP for professional services estimating, project planning, quoting,
sourcing, PO authorization, scheduling, change order capture and client billing system. SharePoint 2003
application included vendor bid submission web site as prototype.
RESULTS: All services performed remotely, within 120 days, for minimal cost, client pleased, RFP created and
handed off to client as agreed. See work samples:
http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.19
(March 2010 to July 2012)
Handleman subsidiary, (B to B services), Skinny CRM, Time Capture, Sales Activity
Management
SharePoint 2003, Analyst, Design, Develop, Technical Project Manager
TECHNICAL DETAILS: (Highlights only. See other major projects for details on my methods.) Personally
developed and implemented advanced sales support applications in SharePoint 2003. Included Sales activity
tracking, prospect qualification, sales incentive management, sales and account manager time tracking,
extensive marketing material development and support on web sites, email marketing with click-through
tracking, services costing, RFQ / quote / proposal estimating, project planning, pricing and creation, extensive
job definition, performance evaluation system, process mapping and use cases for service delivery system.
Agile methodology.
RESULTS: $6.5 million in new services sold in 30 small transactions. Advanced sales support applications up
and running in 90 days. Provided evidence to general manager that allowed him to counter unrealistic demands
from parent company. Moved management team to healthy competitor where they closed $5.5 million in new
services to Proctor & Gamble. (Complex situation. Ask for details.) See work samples:
http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a1.3
(October 2007 to April 2010)
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Crossmark, (B to B Services), “No-Code, User Programming” Taskforce, Field Sales,
Services Processes Improved
SharePoint 2003, Nation-Wide Process Simplification, Business Analyst, Technical PM, Consultant
TECHNICAL DETAILS: (Highlights only. See other major projects for details on my methods.) Personally led a
nation-wide taskforce to improve sales and service operations using SharePoint 2003 and rigorous process
improvement discipline. Highlights included over 100 customer self-serve web sites, customer self-ordering of
complex services, extensive field process compliance, RFQ / Quote / Proposal Estimating / Pricing /
Contracting, New Product Authorization and Introduction, Customer Service Performance Tracking,
Reconciliations Management, Services Costing, Sales Activity Tracking. Significant Quick Hit Benefits.
Managed with informal Agile methodology. Conducted INITIAL STUDY AND ASSESSMENT before solutions
were considered. See case study and work samples:
http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.1 (case study)
http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.1a (Skinny CRM reference material)
TECHNICAL ARCHITECTURE: SharePoint 2003 on single server with MS SERVER 2003.
100+ CUSTOMER SELF-SERVE WEBSITES CREATED BY POWER USERS: After training and system roll
out the Power Users concluded that the best design was a separate site for each major customer, which they
created.
80% REDUCTION IN EMAIL: Documented by one of the top five highest performing business units.
CUSTOMER SELF-ORDERING OF COMPLEX SERVICES: Power Users created sites which allowed
customers to specify and order very complex services. This improved customer service, made it easier to buy
and harder to switch to a competitor.
EXTENSIVE BEFORE AND AFTER PROCESS MAPPING: See case study. 30+ line managers actively
participated in the process mapping, greatly contributing to accuracy and success. The “STAPLE YOURSELF
TO AN ORDER” concept was extremely useful.
FIELD PROCESS COMPLIANCE, USERS DESIGNED AND ACTUALLY USED NEW SYSTEM: Accomplished
with four regional task forces close to the work. System design included field process audit to ensure usage and
correct any system defects. A “WHO USING WHAT” report was produced from SharePoint showing users at
each location who were not using the system as directed, making it easy for senior management to require
compliance.
RFQ / QUOTE / PROPOSAL ESTIMATING / PRICING / CONTRACTING: This was the most critical process
optimized and contributed the most to annual cost savings. NEW PRODUCT AUTHORIZATION AND
INTRODUCTION, CUSTOMER SERVICE PERFORMANCE TRACKING, RECONCILIATIONS MANAGEMENT
and SALES ACTIVITY TRACKING were additional key processes improved. See case study for Before and
After process maps.
SERVICES COSTING, CUSTOMER P&L: Made significant progress in time tracking of white collar labor and
collecting underlying data needed to produce a services P&L per customer.
QUICK HIT BENEFITS: A weekly sales status update from 70 people was switched from Excel to SharePoint
creating substantial labor savings and error reduction in just two weeks. Dramatic improvement was seen in field
cooperation with headquarters on customer service issues in just 60 days. These and other quick hits
contributed to positive momentum and helped sustain the long term effort.
RESULTS: $2.5 million saved per year for cost of less than $400,000 and $10 million in additional sales per
year (estimated by client.) Consolidated 36 offices to 13 while creating a nation-wide set of standard processes,
removed 250,000 potential errors per year and freed up 63,000 sales and admin hours per year. Outstanding
project with strong user and executive buy-in. See case study and work samples:
http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.1 (case study)
http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.1a (Skinny CRM reference material)
(July 2003 to June 2006)
Conventional IT Projects with SharePoint-Predecessor Technologies:
ViewStar / Global360 / OpenText, Novell Netware, Other
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City of Carrollton, Texas, Engineering / Construction Dept. Projects Management
Project Management Evaluation and Recommendations, Consultant, Senior Project Manager
RESULTS – Received commendation from Asst. City Manager for insights provided on very large portfolio of
projects.
PROJECT DETAILS – Analysis of and recommendations for Engineering / Construction Dept. projects
management.
Problem 1: Extremely large program of city government and developer construction projects continually running
into trouble (late, over budget, disputes.)
ADDITIONAL DETAILS – Work included Project Management, Estimating, Project Planning, Scope
Management, Change Control, Status Reporting, User Training, User Documentation, Process Mapping,
Workflow, Process Improvement and Project Manager Evaluations (informal).
(June 2004 to August 2004)
Renaissance Capital (Caminosoft), Electronic Document Retention, Deletion,
Compliance
SharePoint Predecessor Technology, Consultant, Evaluate Strategy, Find Niche, Replace CEO
RESULTS – Focused company strategy on electronic document retention, deletion, compliance management
for banks and financial services firms and brought in new CEO in 90 days. CEO grew company from $500,000
in sales and substantial losses to $2 million in sales and near breakeven, including a $1 million sale to
Computer Associates.
PROJECT DETAILS – Consulting project to evaluate strategy, evaluate management team, find niche for
proven software, replace CEO.
(February 2004 to May 2004)
First Command, (Insurance, Financial services) Large Custom Development, Oracle,
C++, Process
Software Development Project, Technical Project Management Expert Witness, Agile, Vendor Law Suit
RESULTS – $3.5 Million settlement for client 30 days before trial.
PROJECT DETAILS – Project management expert witness in fraud lawsuit against a software developer.
Financial services applications included extremely complex retirement planning and forecasting system for
clients, insurance product sales, estate planning, investment portfolio management, agency office management
with heavy emphasis on agent recruitment, agent training, agent compensation, agent performance evaluation,
promotion, career path development, agent sales performance management, quoting, rating, collecting data for
underwriting, financial plan development. Hybrid of waterfall and agile methodologies. Extreme failure in process
mapping by vendor.
ADDITIONAL DETAILS – Note that lawsuit included substantial false claims regarding process improvement,
process mapping and workflow, which required expert work to disprove. Work was primarily expert witness,
litigation prevention and resolution. Case Study Work also included Agile Development, Waterfall Development,
SDLC (Software Development Life Cycle), Extreme Complexity, Very Large Scale.
(March 1999 to August 2003, Full Time, Some Part Time)
Engineered Air Balance, (B to B services, Construction), Process Improvement,
Automate Workflow
SharePoint Predecessor Technology, Technical Project Manager, Senior Business Analyst
RESULTS: 30% labor savings on critical process and improved customer service. Project completed in 90
days. See work samples: http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.9
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TECHNICAL DETAILS: Process improvement and automate workflow for critical service to customer, including
master document creation, update, transmittal. Waterfall methodology.
(June 2002 to March 2003, Part time)
Grote Consulting, (Nationally Known Consulting Firm), Website, Software
Specification, RFP
Website Design Development, Senior Business Analyst
RESULTS: Completion in 90 days after multiple failures by previous vendors, client delighted. See work
samples: http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.21
TECHNICAL DETAILS: Development of software specification and bid package for web development. Project
allowed on-line sale of a previously manual service product. Waterfall methodology.
(March 2002 to August 2002, Part time)
Verizon, (Telecom), $10 Million Program, Oracle, C Programming
Very Large Self-Serve Website Development, Program Manager, Project Manager
RESULTS: Able to define scope and requirements for one critical project and move forward. Delighted
business unit manager (see client commendation email.)
TECHNICAL DETAILS: $10 million program of 11 projects for telephone customer self-service
websites. Assisted with Verizon’s (ultimately) successful transition from operator-based services to customerself-service. Numerous difficulties. Waterfall methodology.
(March 2001 to October 2001)
Northern Telecom (Manufacturer), Earned Value, Screen Flow Signoff, Prevent Overrun
Oracle, C Programming, Scratch Development, Technical Project Manager, Senior Business analyst
RESULTS: Prevention of 33% overrun, completed in 90 days, on time, on budget, happy client. See work
samples: http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.20
TECHNICAL DETAILS: Software development project for telephone switch product development, testing,
QA. Applied screen flow sign-off, Earned Value project management and change control to convert project to
fixed fee and keep under control. Waterfall methodology.
(February 2001 to May 2001)
City of Fort Worth, AS400 and Client/Server
Year 2000 Compliance, Technical Project Manager
RESULTS – 25% reduction in testing and quality assurance cycle time. Note of commendation from supervisor.
PROJECT DETAILS – Project to bring all city systems into Year 2000 compliance. Included RPG, Cobol, C
Programming.
Problem 1: Fragmented, “go-go, test everything now” mindset for Y2K testing.
Problem 2: Extremely tight deadlines due to Year 2000 cutover date.
ADDITIONAL DETAILS – Work included Project Management, Estimating, Project Planning, Scope
Management, Change Control, Status Reporting, Meeting Specification, Requirements, Functional
Specifications, Test Cases, Testing, QA (Quality Assurance), Process Mapping, Workflow and Process
Improvement.
(June 1999 to September 1999)
Alliance Data Systems, (Credit Card Services) Deregulated Electricity and Gas
Large Package Integration, Client/Server, Mainframe, Business Analyst, Technical Project Manager
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RESULTS – Software package purchased, installed and integration mapped out. Ultimately resulted in 10
customers for new outsourcing business unit, but extreme trouble. Complex situation.
PROJECT DETAILS – Financial services integrated included Charge Calculation, Bill Print, Statement Print, Bill
Image Present, Recurring Credit Card Payment, Credit Card Authorization, Credit Card Payment Processing,
Credit Card Settlement, Cash and Check Remittance Processing, Nightly Batch Processing, Rejected
Transactions, Automated Clearing House Check Processing. Left project before unrealistic promises were made
to customers / partners resulting in litigation. Waterfall methodology.
(January 1997 to May 1999)
Celanese, (Chemical Manufacturer), World Wide Network and Infrastructure Upgrade
for 500 Users
$5 Million Project Turnaround, Technical Project Manager
RESULTS: Scope reduced and project completed in 90 days. Vendor subsequently closed $10 million
additional services sale with client. $230,000 in change orders collected through enforced written scope
control. Resolved authority / responsibility problem. See work samples:
http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.2
TECHNICAL DETAILS: Turnaround of $5 million infrastructure upgrade project in trouble.
(August 1997 to December 1997)
Johnson and Johnson Subsidiary, Lotus Notes, Quantify IT Department Workload, Resolve
Understaffing
SharePoint Predecessor Technology, Technical Project Manager, Senior Business Analyst
RESULTS: Resolved IT department being under-funded by 200%+. Project completed in 60 days.
TECHNICAL DETAILS: Effort to create a Lotus Notes database to estimate IT department work load
and manage scope. Agile methodology.
(Pre-1997, 4 months, Full time)
Federal Express, Trucking Logistics, RFP, Package Evaluation, Extensive
Requirements
$6 Million Program, Oracle, C Programming, Senior Business Analyst, Technical Project Manager
RESULTS: Helped put in place systems needed for FedEx’s ultimate successful entry into local trucking /
delivery business. (Enormous problems. Ask for details.) Waterfall methodology. See work samples:
http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.22
TECHNICAL DETAILS: $6 million program of five projects for entry into trucking / logistics industry. Included
scheduling, routing, container tracking, load optimization and rate setting.
(Pre-1997, 6 months, Full time)
Texas Instruments, Imaging, Workflow, Process Simplification, Accounts Payable,
Accounts Receivable
SharePoint Predecessor Technology, Senior Business Analyst, Technical Project Manager
RESULTS: "Bleeding edge” projects on time, on budget, as promised, cover story for PMI magazine. Saved
$2.25 million in labor over 5 years in accounts payable, improved internal customer service 400%, freed up $5
million+ in cash from accounts receivable over 5 years. Projects completed in 120 days. Hybrid of waterfall and
agile methodologies. See work samples: http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.3 &
http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.4
TECHNICAL DETAILS: ViewStar / Global360 / OpenText project. Earned Value project management directly
contributed to success by providing early warning that project was running behind.
(Pre-1997, 4 months, Full time)
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Northern Trust (bank) Workflow, Imaging, Scanning, Integration, Process Simplification
Turnaround
SharePoint Predecessor Technology Project, Technical Project Manager, Lead Project Turnaround
RESULTS: Settlement / prevention of $4 Million software development lawsuit.
TECHNICAL DETAILS: Technology was ViewStar / Global360 / Open Text (SharePoint Predecessor).
Applications included extensive Client Portfolio Management for all aspects of client relationship including trust,
investments, loans and conventional banking. Took over project in extreme trouble, severely underbid by
vendor. Hybrid of waterfall and agile methodologies
(Pre-1997, 4 months, Full time)
Frito Lay, Workflow, Imaging, Process Simplification Project for Accounts Payable
SharePoint Predecessor Technology, Technical Project Manager
RESULTS: 25% reduction in accounts payable cost per invoice, accounts payable cycle time reduced by 25%.
Project completed in 90 days. See work samples:
http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a3.6
TECHNICAL DETAILS: ViewStar / Global360 / OpenText project. Agile methodology.
(Pre-1997, 3 months, Part time)
MCI, Workflow, Imaging, Process Simplification, Accounts Receivable, Other
Accounting Applications
SharePoint Predecessor Technology, Technical Project Manager
RESULTS: Reduced cycle time for deployment of Workflow systems from 6 weeks to 6 days. Project completed
in 60 days. Turned unhappy client into repeat customer, but second project ultimately failed.
TECHNICAL DETAILS: Two ViewStar / Global360 / OpenText projects. Agile methodology.
(Pre-1997, 3 months, Full time)
State of Texas, SharePoint Predecessor Technology, Welfare Payment Process,
Reduce Fraud, Labor
SharePoint Predecessor Technology, Technical Project Manager, $8 Million Hardware, Software Project
RESULTS: $240 million savings for State of Texas ($21 million savings allocated to infrastructure project.) See
work samples: http://www.tia4.tiainc.net/Public/clientsuccessstoriesall.html#a1.6
TECHNICAL DETAILS: Applications included Qualification by County Residence, Authorization to Disperse,
Logging, Operating System and Database Modifications to Support Transaction Tracking, network infrastructure
for Department of Insurance. Technology included Novell Netware and Databases. Multi-year initiative involving
many parties. Saved project after bankruptcy of employer. See letter of commendation from State of Texas.
(Pre-1997, 3 years, Full time)
Dun & Bradstreet Software, Data Warehouse, Business Intelligence, Financial
Applications
Pioneering Mainframe to Client/Server Integration, Technical Project Manager
RESULTS – Prototype software implemented in 90 days with some benefit to accounting departments, but hard
lessons learned.
PROJECT DETAILS – Two data warehouse, business intelligence projects integrating new client/server tools
with mainframe general ledger, accounts payable, accounts receivable systems. Included interfaces to D&B
(MSA and McCormick & Dodge) mainframe accounting applications. Hybrid of waterfall and agile
methodologies.
(Pre-1997, 1 Year, Full time)
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Union Pacific Railroad / Resources (natural gas trading)
SharePoint Predecessor Technology, Senior Business Analyst
RESULTS – Determined proposed project budget was only 10% of funds spent by industry competitors for
similar systems. Recommended against proceeding.
PROJECT DETAILS – Evaluate viability of proposed solution for natural gas commodity futures trading, risk,
portfolio management software development project. Agile methodology
(Pre-1997, 2 Months, Part time)
Employers Reinsurance, (Subsidiary Providing Medical Insurance Claims Processing)
SharePoint Predecessor Technology, Technical Project Manager, Technical Sales Rep
RESULTS – "Bleeding Edge" technical solution implemented smoothly, provided stable platform for insurance
claims processing.
PROJECT DETAILS – Sold and implemented very early, "bleeding edge" Novell network as infrastructure to
support 25 users providing medical insurance claims processing.
(Pre-1997, Three Months, Part Time)
Kidder Peabody Financial Services, Letter Approval, Generation, Simple Client
Portfolio Management
SharePoint Predecessor Technology, Consultant, Technical Project Manager
RESULTS – Pioneering Client/Server system functioning and viable for many years
PROJECT DETAILS – Technology included Novell Netware and Databases. Provided support, training and
disaster recovery. Financial applications supported included Letter approval and generation and simple client
portfolio management.
(Pre-1997, One Year, Part Time)
George K. Baum Financial Services, Client Portfolio Management
SharePoint Predecessor Technology, Consultant, Technical Project Manager
RESULTS – Pioneering Client/Server system functioning and viable for 5 years.
PROJECT DETAILS – Technology was Novell Netware and Databases. Applications supported included
extensive Client Portfolio Management for all aspects of client relationship including trust, investments and
loans. Also provided support, training, and disaster recovery for pioneering local area network hardware and
software (Netware, a predecessor to SharePoint.)
(Pre-1997, One Year, Part Time)
Collet Oil Ventures, Investor Royalty Payments
SharePoint Predecessor Technology, Consultant, Technical Project Manager
RESULTS – Pioneering Client/Server system functioning and viable for many years
PROJECT DETAILS – Technology was Novell Netware and Databases. Applications supported included
Investor Royalty Payments Management. Also provided support, training, and disaster recovery.
(Pre-1997, 2 Years, Part Time)
Education, Certifications:
 Iowa State Univ. – BS, Business Admin, minor work in Electrical Engineering
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


Black Belt, Tae Kwon Do
Wrestling Scholarship to Iowa State
PMP Certification by Project Management Institute, 1994
Key Professional Contributions
 Cover Story, PMI’s (Project Management Institute) Magazine, December 1995. First to Use
Earned Value Project Management on Large, Commercial Computer Projects
 Peer-Reviewed Journal Study of computer project outcomes published by PMI in 1994
 Book: “How to Turn Computer Problems into Competitive Advantage” published by PMI in 1998
 President, Dallas Chapter of IMC (Institute of Management Consultants), 2000 - 2002, National
Award for Most Improved Chapter
 National Board of Directors, IMC, Elected 2004
 100+ Talks and National Conference Sessions given
 Four formal research studies, Dozens of Articles, Cases, Publications
 Book: “A New Model for Software Company Investing” self published in 2003
Recently Implemented SharePoint Features, Related Technologies:
3RD PARTY SECURE ACCESS: Forms-based Authentication, SP Online via MS Live, Active Directory based,
Extranet
ACCESS SERVICES: Access Services SQL DB SP 2013, SP Online
ACTIVE DIRECTORY: User Profile Service Sync, LDAP Filtering
ANONYMOUS ACCESS / PUBLIC FACING WEBSITE: Extensive Experience with SP, Designer,
Dreamweaver, Muse Tools to make Practical and Inexpensive
ARCHITECTURE: All features and related technologies used as architecture / design components with
emphasis on Business Outcomes, Site Hierarchy for ease of use, ease of Navigation, ease of
permission management, Content Databases and Site Collections designed to managed large file
volumes, multiple server farms, Governance, Security / Authentication, Search, Test / Dev validation
before moving to Production, No-Code Solutions wherever possible
AUTHENTICATION: Form based, Claims Based, Windows, NTLM, Kerberos, Upgrade Windows Authentication
to Claims-based for SP 2013
AUTOMATED METADATA / TAGGING / INDEXING: Custom solution in Visual Studio for Mass File Migration,
Mass Search (1,000,000+ files). Dramatically reduced labor to organize files in SharePoint.
AZURE: Configured and brought into production a three server, SQL 2012, dev and production environment for
large conventional web site
BACKUP, RESTORE, DISASTER RECOVERY, HIGH AVAILABILITY: Extensive Backup and Restore some
under extreme difficulty, Server Disaster Recovery, High Availability through SP Online and Azure
BROWSER SUPPORT: IE7, 8, 9, 10, 11, Chrome, Firefox, Safari, Mobile, Extensive Feature Test Debug,
Security Management for Users
BUSINESS INTELLIGENCE / DASHBOARDS: Extensive creation with Web Parts, Performance Point, Visio
Services, Excel Services and custom development in ASP.NET
CLOUD: Azure Complex Websites, Hosting Services, Off-site Data Center, Tenant Setup / Install, Rackspace
CONTENT DATABASE CREATION/MIGRATION: Extensive work creating and migrating from SP 2010 to SP
2013. Overcame numerous errors and bugs to establish reliable standard protocol
CONTENT MANAGEMENT SYSTEM (CMS): All aspects of hierarchy, taxonomy, topology, information
architecture design
CONTENT TYPES, HUB: 10+ configured to manage 1,000,000+ pages of credit applications, including Content
Type Publication and Content Type Hub
COSMETICS / BRANDING, ADVANCED: Customizing Web Sites, Master Pages, Other Pages, Standard Site
Templates, Dreamweaver, Muse, Design Manager, Composed Looks, Change Look and Feel
CUSTOMIZATION: Extensive .NET ASP Development from SP Prototype, Visual Studio Modification to Fix
Bug, Custom Metadata Indexing App for Mass Migration, Up Arrow Navigation Aide, Look and Feel
Solution
DASHBOARDS / BUSINESS INTELLIGENCE: Extensive creation with Web Parts, Performance Point, Visio
Services, Excel Services and custom development in ASP.NET
DESKTOP OPERATING SYSTEM: Windows 8.1, 7, XP, Predecessors
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DOCUMENT RETENTION, DELETION, ARCHIVAL, SEND-TO LOCATION: Configured to automatically move
documents to both overflow areas and archival / deletion to support 1,000,000+ pages of credit
applications
DOCUMENT SETS, DOCUMENT CENTER: Configured with 8 master data elements, 10+ Content Types to
support 1,000,000+ pages of credit applications
EMAIL ALERTS, ADVANCED: 12+ implementations of advanced workflow producing email alerts with “oneclick” resolution for user
EXCEL SERVICES, DASHBOARDS: Excel, Large, Complex, Conversion to SP, Datasheet View
FOLDER / USER METADATA PRESERVED: Multiple tools to reduce level of effort for users during migration
FOREFRONT IDENTITY MANAGER: Used in conjunction with User Profile Sync service and Active Directory
FORMS: SP Designer, Extensive InfoPath, Nintex, Access Forms 2013
GET DATA FROM BIG SYSTEMS: BCS (Business Connectivity Services), Data Connections, Data Sync
Studio, SQL Server Synch and Lookup, SQL Server Lookup via InfoPath
GOVERNANCE: 42 Key Issues defined and documented, formally and informally
GROUP POLICIES: Deployed multiple times, resolved extreme difficulty due to rouge Domain level Group
Policy
HIERARCHY, TAXONOMY, TOPOLOGY, INFORMATION ARCHITECTURE: All aspects of CMS (Content
Management System) design
IIS: Web Sites, Application Pools, Service Apps (especially Security Token Service App Pool)
MANAGED METADATA, INFORMATION RIGHTS MANAGEMENT, INFORMATION MANAGEMENT POLICY
SETTINGS, TERM STORE: Configured these interrelated items to improve search and automatic
archival / deletion
MICROSOFT OFFICE: All Office Apps, Integration with Outlook, Exchange, File System, Visio, Project
MIGRATION / CONVERSION / UPGRADE: 2003 to 2007 to 2010 to 2013, Large Scale, Very Large File
Migration, ShareGate, Metalogix, DocAve, Indexing for Mass File Migration, Lotus Notes Conversion,
Extensive Content Database
MOBILE DEVICES: Device Channel, Responsive Design, iPhone, iPad, Custom Dev, Advanced InfoPath,
Excel Services, Visio Services, SharePlus Mobile Sync
NETWORK, DOMAIN, DOMAIN NAME SERVICE, SECURE ACCESS: Group Policies under Difficulty,
Alternate Access Mapping, IIS Bindings, Fully Qualified Domain Name Configuration (internal and
external), Friendly URL for easy Navigation, VPN, Citrx Remote Clients, Routers, Switches, Ports
OFFICE 365: Office Web Apps (OWA), Exchange Migration, SP Online, Skydrive, OneDrive
OFFLINE SYNCHRONIZATION: Used Colligo, Engage to provide for extra back up of critical documents and list
data as well as offline access to asset inventory
PERFORMANCE, RESPONSE TIME TESTING: Test, Tune, Optimize Against Benchmarks, Extremely Fast
Response Needed for Key App
POWERSHELL, STSADM, SP 2010, SP 2013, SP ONLINE: Scripts, Dozens of Commands including ULS error
log, product configuration wizard, create state service, export/import lists, libraries and sites, mount
database, identify content databases, site collection, site, list, library GUIDs, backup/restore site
collection, convert to claims based authentication, create farm, create service app pool, create usage
and health service, test databases, configure search service application
PROJECT MANAGEMENT TOOLS: Project Online (PWA), MS Project Integration
PUBLISHING FEATURE: Extensive Work with Cosmetics, Tradeoffs, Positives, Negatives
QUEUE, WORK QUEUE MANAGEMENT PER USER: Configured numerous solutions to allow users to see
only their work items and avoid “too many emails”
SCANNING / IMAGING: Simple and Complex, See Predecessor Technology Projects, Search Scanned
Documents, OCR, Extensive Indexing of Metadata
SEARCH, CONTENT BY SEARCH: Enterprise Search, Key Word Search, Term Store, Cross Site Collection,
FAST Search, Crawl, Search Center, Content Search Web Parts, Query, Filters, Refining, Templates,
Search within PDF documents
SECURITY: SSL, TLS, Personal Information Protection
SERVERS: Server 2012 R2, Server 2008 R2, Backup, Restore, Disaster Preparedness, Extensive, RAID 10,
Firewalls, Group Polices, Updates / Patches, Recovery
SHAREPOINT MISC.: Cumulative Updates under Extreme Difficulty, Database Compatibility and Resolution,
Services, Timer Jobs, Audit Logging, Audit, Central Admin, Datasheet Solution for SP 2013, Technical
Documentation, Records Center, Event Receivers, My Sites, Secure Store, Extensive Service
Applications, Document ID Service, Social Features, State Service, Barcode
SHAREPOINT, INSTALL, DIAGNOSTICS, MAINTENANCE, TROUBLESHOOTING: 20+ Full Installs, Trace
Logs, Event Logs, ULS Viewer, Diagnostic Logging, Correlation ID
SINGLE SIGN-ON: Extensive Work with OKTA SSO
SOLUTIONS: Packaged, Deployed, Retracted, Custom, Deployed for Look and Feel, Datasheet View, Audit Log
bug fix
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SQL DATA CONNECTIONS, DATA SYNCH STUDIO: Data connection to large SQL database, import
200,000+ records to SharePoint, InfoPath data connections
SQL QUERIES, 2008, 2012, 2014: Created extensive queries to report on use of SharePoint applications by
users, for advanced reporting, during migration / conversion to validate data, to aid backup and restore
and to assess space usage, site activity, obsolete sites and data
SQL SERVER: 2008, 2012, 2014, Enterprise, Standard, Custom SQL Database Applications, SQL Agent, SQL
Backup / Restore under Extreme Difficulty, Content Database Creation/Migration, Large Data Volumes,
Analysis Services, Integration Services, Extensive Queries, update and patch SQL
SQL SERVER REPORTING SERVICES: Created numerous advanced reports when native SharePoint was
inadequate
TRAINING: 400+ Users, Extensive Power User Training
USER PROFILE SYNCH SERVICE, Active Directory Synch,
VIRTUAL SERVERS: VMWare 5.X, 6.X, HyperV 6.X
WORKFLOW: Extensive SP Designer 2010, 2013, Nintex
Key Skills Used in Projects: Project Management, PMO (Project Management Office), Estimating, Project
Planning, Scope Management, Change Control, Status Reporting, Escalation, On time, On budget, As
Promised, Meeting Specification, Vendor RFP, Contract Management, Oversight, Vendor Interface,
Requirements, Functional Specifications, Use Cases, RFP, Testing, QA (Quality Assurance), User Training,
User Documentation, User Training Videos, SDLC (Software Development Life Cycle), Process Mapping,
Workflow, Process Improvement, Visio, Agile Development, Waterfall Development, Cloud, Mobile Devices,
Website Development, Extreme Complexity, Very Large Scale Integration, Large Package Modification,
Implementation and Integration, Earned Value, Expert Witness, Litigation Prevention, Product Specifications,
Cross-Functional Team, Gap Analysis.
Other Technologies Managed: Premavera (prepared for and investigated), MS Project, Planview, Project
Workbench, Visio, Excel, Word, Outlook Exchange Server, Lotus Notes, Client/Server, Operating System
Modifications, Sybase, DEC VAX/VMS, Imaging and Workflow, DB2, HTML, Barcode, CICS, Oracle DBMS,
High-speed Scanning, COBOL, Optical Mass Storage, System 36 / OS 36, AS / 400, Lotus Notes, ObjectOriented Development, TCP/IP, Netbios, IPX/SPX, Token Ring, Ethernet, C, C++, Visual Basic, Visual Studio,
Web / Internet Development, Mainframe (IBM and other environments), NetWare - all versions to 4.0, Fault
Tolerance, Transaction Tracking Rollback for Application Software, Powerbuilder, LU 6.2 APPC, Windows NT,
LAN Manager, Banyan Vines, JAVA, Bridges / Routers, T1 Communications, UNIX, Visual Basic, Cognos
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