Jeffrey A. Bloom +1 (805) 279-0227 jeffrey@bloom.name Corporate/Project Portfolio Management Consultant Sr. CA Clarity™ PPM Solution Architect www.linkedIn.com/in/jeffabloom http://jeffrey.bloom.name Management Consulting Expertise 40 years of Project/Corporate Portfolio Management and Governance experience Broad range of Management Consulting engagements at over 126 clients in 12 industries US Federal Management Consulting experience at 12 agencies & 8 prime contractors CIO, CTO and COO management experience in small, medium and large organizations Engagement Management experience at over 12 global & regional consulting organizations CA Clarity® Expertise Senior CA Clarity™ PPM Solution Architect subcontractor to CA Services Europe & USA on 9 Business Process Design, Implementation & Upgrade projects Extensive CA Clarity™ PPM Solution Architectural, Functional & Technical experience on 26 projects since 2002 Extensive CA Clarity™ PPM marketing and sales experience for CA Technologies & CA Partners including: Project Portfolio Consulting Group, Xinify Technologies, eCalyx, Ensol Two term Secretary of the CA Clarity™ Global User Community Board of Directors Vice President of the Florida CA Clarity™ User Group Board of Directors Solution Architectural PPM & CA Clarity Maturity Assessments ROI/Opportunity Analysis & Architecture Deployment Roadmap & Implementation Policy & Procedure Development Functional Portfolio Management Program Management Project Management Demand Management Resource Management Financial Management Capacity Planning & Resource Allocation Technical Upgrade assessment & implementation Reporting Strategy & Customization Portlet & Portlet Page Configuration Custom Object Design & Implementation Integration / XML Open Gateway OBS / Group / Security Analysis & Creation Process Design & Implementation Template Analysis & Creation Time Entry Design & Integration External Systems Synchronization Installation, Configuration & Upgrade Program Management Office Automation Program Management Office Procedures CA Clarity™ PPM Consultant 2002-date INTERNATIONAL Topdanmark Insurance, Copenhagen, Denmark (4 months) Assess current NIKU 6 usage, customizations and the potential benefits of upgrading to Clarity Version 8.1.1 and R12 Evaluate the technical risks and probable duration of the standard product upgrade path requiring 6 sequential upgrades Devise and validate a two-phase “migration” alternative: move “closed” projects in advance of system downtime needed for final migration © 2011, Jeffrey A. Bloom, All rights reserved. V51 - January 13, 2011 - Page 1 of 8 Jeffrey A. Bloom +1 (805) 279-0227 jeffrey@bloom.name Corporate/Project Portfolio Management Consultant Sr. CA Clarity™ PPM Solution Architect www.linkedIn.com/in/jeffabloom http://jeffrey.bloom.name Implement the migration of 3500 projects and 600 users from NIKU 6.1.5 to Clarity 8.1.1 while re-architecting the use of the Financial Module in conjunction with a custom data warehouse. Evaluate the use of Lightweight Directory Access Protocol (LDAP) interface for user account security synchronization, custom resource maintenance forms and custom timesheet approval processes ING Bank, Amsterdam, The Netherlands (4 months) Assess current Clarity usage and the potential benefits of upgrading to Clarity version 8.1 Identify opportunities to leverage Clarity’s “Out of the Box” functionality including advanced reporting and process automation facilities to improve overall effectiveness and Prince2 Governance compliance Help to establish the Program Management Office for a 3,000,000 Euro Clarity ROI Enhancement project Develop a two year “Clarity Deployment Roadmap” detailing opportunities, benefits & activities to achieve Evaluate the transition from custom budgets & approvals to standard Financial Management functionality Fortis Bank, Brussels, Belgium (3 months) Evaluate the transition from custom project budgets & approvals structures to the standard Clarity data model Document the benefits of and the transition process to the use standard Clarity structures and reports The Economical Insurance Group, Kitchener, Ontario, Canada (6 month retainer) Evaluate Program Management Support requirements, and add new functionality to existing custom forecasting Portlets to meet advanced needs under a part-time retainer. UNITED STATES - listed in order of decreasing engagement length TIAA-CREF, New York, NY (24 months) Provide technical and functional support for a 3,400 user / 1,600 project Clarity environment supporting over 320 major programs Assess current usage and identify additional opportunities to leverage Clarity’s advanced reporting and process automation facilities to improve overall effectiveness Enhance and develop customized Actuate reports to support external reporting and program/project team presentation requirements Configure and create custom portlets to meet ever-changing operations analysis and display requirements © 2011, Jeffrey A. Bloom, All rights reserved. V51 - January 13, 2011 - Page 2 of 8 Jeffrey A. Bloom +1 (805) 279-0227 jeffrey@bloom.name Corporate/Project Portfolio Management Consultant Sr. CA Clarity™ PPM Solution Architect www.linkedIn.com/in/jeffabloom http://jeffrey.bloom.name Meet even more demanding operational assessment requirements by integrating custom Excel analysis spreadsheets with the Clarity database via the Open Data Base Connectivity (ODBC) integration facilities Interface Clarity’s timekeeping sub-system to an external Vendor Management service provider, support planning for integration with internal HR system Create custom Excel-based data entry forms that (a) validate data with extracts from the Clarity database (via ODBC) and (b) automate input into Clarity via the XML Open Gateway (XOG) integration facility Enhance Clarity performance through configuration analysis and fine tuning Create a User Acceptance Testing environment to facilitate “best practice” modification and test policies Upgrade Production, User Acceptance Test and Development environments from Clarity 7.5.1.FP01 to 7.5.3.FP05 Contribute to the planning for upgrade to Clarity Version 8.1 Respond to and resolve bugs in cooperation with CA Clarity Support Quest Diagnostics, Pittsburg, PA (20 months) Design and Implement an Open Data Base Connectivity (ODBC) interface between Niku 6 and a sophisticated Research Management Database implemented in Microsoft Access/Visual Basic for Applications. Resource characteristics managed in Niku are automatically updated in the research database – making the Niku 6.0 system the “system of record” for this type of information. Hewlett-Packard, Palo Alto, CA (9 months) Manage the design and initial development of a custom Niku 6.0 “add-on” to provide enhanced functionality and ease of use when modifying groups of resources and projects (similar to the NPM “RepoMan” utility) Implemented via Visual Basic for Applications within Microsoft Excel, using Microsoft SOAP & XML extensions to interface directly with the Niku “XML Open Gateway” (XOG) Based on the work done for this client, the Xinify Technologies, Inc.’s PMOManager product was developed. American Micros Devices, Austin, TX (7 months) Assess the implementation of “Supply/Demand” Resource Management & “Percent Time Capture” extensions to CA Clarity PPM to support unique Engineering management challenges Enhance the maturity of the packaged software delivery policies and procedures Architect, configure, integrate, train & deploy CA Clarity Resource & Financial Management for the IT PMO © 2011, Jeffrey A. Bloom, All rights reserved. V51 - January 13, 2011 - Page 3 of 8 Jeffrey A. Bloom +1 (805) 279-0227 jeffrey@bloom.name Corporate/Project Portfolio Management Consultant Sr. CA Clarity™ PPM Solution Architect www.linkedIn.com/in/jeffabloom http://jeffrey.bloom.name CSX, Jacksonville, FL (6 months) Implement a custom time reporting interface between Niku Corporation's Clarity Enterprise Portfolio Management system and Oracle Financials. Stored procedures were interfaced with the CA7 enterprise job management system to provide automatic execution and rapid escalation in the event of processing errors Implement reporting of contractor time worked from Clarity to an external payroll service via secure FTP Implement special database views to enable more sophisticated Clarity queries and portlets Implement a low cost system to transfer Clarity objects (projects, queries, portlets, resources, etc.) among development, quality assurance and production instances of Clarity Assist in the implementation of an interface to obtain and insert actual costs (contractor, purchases, services) from the SAP Financial Management System into Clarity Assist in the loading of historical budget and project information Assist in the development of enhanced strategies for process flow automation Preliminary design of an interface to transfer skills and labor rates from PeopleSoft to Clarity Freeman Consulting, Delaware (6 months) Develop and pursue a CA Clarity® Solution Architecture Consulting Practice. Conduct Project Portfolio Management Return On Investment (PPM/ROI) Enhancement Opportunity Reviews for Rabo Support Services, Mutual of Omaha, Baker Hughes, Asurion, Emerging Health IT Xerox Global Services, Exton, PA (3 months) Develop and implement a strategy for ensuring that “Business Requirements” identified during a major upgrade to Clarity 7.5.1 are effectively documented and approved by “owners & stakeholders” during the User Acceptance Testing process Tenet Healthcare, Dallas, TX (3 months) Specification of Financial Management Requirements for a $500 million Program Management Office Development of a custom Cost Modeling technique that takes into account the unique Incentives and Penalties of the healthcare initiatives under the "American Recovery and Reinvestment Action of 2009" Support of the Program Management Office's initial setup & configuration of CA Clarity PPM and Financial Organization Structure © 2011, Jeffrey A. Bloom, All rights reserved. V51 - January 13, 2011 - Page 4 of 8 Jeffrey A. Bloom +1 (805) 279-0227 jeffrey@bloom.name Corporate/Project Portfolio Management Consultant Sr. CA Clarity™ PPM Solution Architect www.linkedIn.com/in/jeffabloom http://jeffrey.bloom.name Viacom, New York, NY (3 months) Provide customization and training support the Program Support Office operating in a partitioned Clarity environment hosted at CA, Inc. Credit Suisse, New York, NY (2 months) Assist the "Information Technology for Information Technology" Department in developing an enhanced Portfolio, Project, Resource and Budget Forecasting Business Process that leverages the advanced features of CA Clarity PPM Release 12.1. Advise on how CA Clarity's "Process" facilities could be leveraged to enhance Planning Process Governance (authority, reviews, approvals) and Quality (consistency, completeness, level of detail, achievement of mandated confidence levels, comparison with best practice norms, etc.). PHH Mortgage, Mt. Laurel, NJ (2 months) Define, mentor and implement an Enterprise Resource Management policy and procedure as the client migrates from Niku 6 to Clarity 7.0.5. Philadelphia Housing Authority, Philadelphia, PA (2 months) Address functional and performance issues associated with the deployment of custom task status reporting enhancements to Clarity 7.5.1 Vivendi Universal Games, Los Angeles, CA (1 month) Assess the challenges in upgrading from Niku 6.1.5 to Clarity 7.5.2 given the unique customizations implemented to meet the client’s business process requirements. In particular, the evolution from Niku Author to the enhanced process management and scheduling capabilities available within Clarity 7.5.2 were examined. Recommendations for use of the new facilities and an upgrade path were provided. Liberty Mutual Insurance, Portsmouth, NH (1 month) Assisted in the development of custom tailored Project Management policies and procedures designed to leverage the advanced features of the Niku Clarity product in the client’s management environment Advised on configuration, implementation, training and usage of Clarity as related to the enhanced Project Management policies and procedures Charter Communications, St. Louis, MO (<1 month) Assist the Program Management Office in evaluating how an existing "New Product Development" process could leverage CA Clarity PPM's Portfolio Management and Release Management functionality by examining the current spreadsheet-based solution, and mapping it into corresponding CA Clarity PPM features. © 2011, Jeffrey A. Bloom, All rights reserved. V51 - January 13, 2011 - Page 5 of 8 Jeffrey A. Bloom +1 (805) 279-0227 jeffrey@bloom.name Corporate/Project Portfolio Management Consultant Sr. CA Clarity™ PPM Solution Architect www.linkedIn.com/in/jeffabloom http://jeffrey.bloom.name Rabo Support Services, Jersey City, New Jersey (<1 month) Reassess custom timesheet process and reporting implementation to address evolving requirements and provide additional visibility and transparency CSX, Jacksonville, Florida (<1 month) Conduct a “Best Practices” Program Management Office (PMO) Strategy Workshop for a large multi-year, multi-disciplinary, matrix-managed project Prepare and deliver customized Project Management training sessions based on the PMO Strategy Workshop goals and objectives Office of the Comptroller of the Currency, Washington, DC (<1 month) Define Policies and Procedures for the management and documentation of the CA Clarity PPM operating environment in development, test, staging, QA & production Infor Global Solutions (<1 month) Perform an Independent Project Risk Assessment of a refreshed initiative to deploy CA Clarity PPM beyond basic timesheets to full Resource Forecasting and Management 3COM, San Jose, CA (<1 month) Niku Clarity Systems Administration and User Training Eastman Chemical Co., Kingsport, TN (<1 month) Evaluate requirements for the integration of Niku Clarity with SAP and other enterprise applications CA CLARITY® BLOGS/PRESENTATIONS • “Top-down vs. Bottom-up Planning: Leveraging CA Clarity PPM's features”, CA Clarity Global User Community BLOG, 12/16/2010, http://preview.tinyurl.com/JBClarityBLOG3 • “Balancing planning detail with effective and efficient management and reporting”, CA Clarity Global User Community BLOG, 11/3/2010, http://preview.tinyurl.com/JBClarityBLOG2 • “Is CA Clarity PPM a solution looking for a problem at your organization? If so, focus on BENEFITS that can be delivered NOW!”, CA Clarity Global User Community BLOG, 9/27/2010, http://preview.tinyurl.com/JBClarityBLOG1 • “Upgrade vs. Migrate: Lessons Learned & Using “Management Risk & Compliance” to justify CA Clarity PPM”, Winter 2009 CA Clarity Product Line Community Web Conference - Tips & Techniques, January 8, 2009 http://tinyurl.com/Winter2009WC • “Leveraging Clarity’s Notes Facility & SCRUM in Clarity”, Fall 2008 CA Clarity Product Line Community Web Conference – Lessons Learned, October 8, 2008 http://tinyurl.com/Fall2008WC © 2011, Jeffrey A. Bloom, All rights reserved. V51 - January 13, 2011 - Page 6 of 8 Jeffrey A. Bloom +1 (805) 279-0227 jeffrey@bloom.name Corporate/Project Portfolio Management Consultant Sr. CA Clarity™ PPM Solution Architect www.linkedIn.com/in/jeffabloom http://jeffrey.bloom.name • “What not to do while implementing Clarity: Incorporating “Resource Allocation” processes while preparing for “activity-based” planning”, Summer 2008 CA Clarity Product Line Community Web Conference, July 10, 2008 http://tinyurl.com/Summer2008WC • “Extending Clarity for Targeted Status Reporting”, CA Clarity Product Line Community Winter Web Cast, January 10, 2008, http://tinyurl.com/Winter2008WC • “Independent Project Risk Assessment” Presentation and Datasheet http://tinyurl.com/JBIPRAV2P and http://tinyurl.com/JBIPRAV2 • “Integration Case Study: Managing IT Demand Through Integration to Remedy Help Desk”, Niku 2004 Global Users Conference, September 28, 2004 http://tinyurl.com/JBNiku2004 • “Integrating Data and Applications with Niku 6”, Niku User’s Group, Pleasanton, Ca, January 30, 2003 http://tinyurl.com/JBNiku2003 PROFESSIONAL MEMBERSHIPS & HONORS • Two term Board Secretary, CA Clarity Global User Community, http://causergroups.ca.com/ • Board Vice President, Florida CA Clarity Users Group, http://causergroups.ca.com/ • Past member of the American Institute of Certified Public Accountant’s Extensible Business Reporting Language (XBRL) Steering Committee, establishing a universal financial taxonomy & analysis paradigm http://www.xbrl.org • Member, Project Management Institute http://www.pmi.org • Senior member Institute of Electrical and Electronics Engineers http://www.ieee.org • Senior member, Association for Computing Machinery http://www.acm.org • Technology Council of Southern California (past board member) http://www.tcosc.org • Eta Kappa Nu, Electrical and Computer Engineering Honorary Society www.hkn.org © 2011, Jeffrey A. Bloom, All rights reserved. V51 - January 13, 2011 - Page 7 of 8 Jeffrey A. Bloom Corporate/Project Portfolio Management Consultant Sr. CA Clarity™ PPM Solution Architect +1 (805) 279-0227 jeffrey@bloom.name www.linkedIn.com/in/jeffabloom http://jeffrey.bloom.name Education Rensselaer Polytechnic Institute, Troy, N.Y. http://www.rpi.edu • Masters of Science in Management (MSMgt, equivalent to MBA), 1971-1972, I focused on how current trend in computer-based information systems would affect operations of complex organizations. In particular, I investigated how the emerging "Electronic Medial Record" would affect the delivery of health care. • Doctoral Studies, 1972-1973, Completed all course work towards a PhD in Health Care Delivery Information Systems Design. In 1972 I spent a year in the Albany Medical Center Hospital exploring how the "then new" concept of “local area networking” would affect the management of patient records and the delivery of medical services. From 1993-1995 as COO at Wellmark, Inc. Westlake Village, CA, I was able to implement some of the concepts and techniques developed during my PhD studies as I managed the operation and enhancement of healthcare claims processing systems integration at 80 hospitals in California and New York. • Masters of Science in Electrical Engineering (MSEE), 1970-1971, Implemented a Computer Aided Instruction prototype involving the use of artificial intelligence, expert systems and deductive logic techniques to enhance the user experience and improve training effectiveness. • Bachelors of Science in Electrical Engineering (BSEE), 1966-1970, Intern at IBM Poughkeepsie on the Time Sharing Option (TSO) and advanced operating system debugging/regression testing tools. KPMG/BearingPoint, Los Angeles, CA http://www.bearingpoint.com • • Program Management (40hrs) portfolio management concepts, optimization techniques, risk management, and stakeholder communications Project Management (40hrs) goals, objectives, strategies, assumptions, constraints, management techniques, and key performance indicators Other Professional Experience Image Media Impact, Miami, FL HDR Engineering, San Diego, CA CNN, Atlanta, GA DIRECTV, El Segundo, CA PriceWaterhouseCoopers, Toronto, Canada eCALYX, Milpitas, CA KPMG Consulting, Los Angeles, CA InfoBase Systems, Oxnard, CA Ravel Software, San Jose, CA InfoBase Systems, Oxnard, CA Zenith Insurance, Woodland Hills, CA MedE America, Westlake Village, CA Network Intelligence Assoc, Washington, DC Digital Development Corporation, Washington, DC BBSystems, Washington, DC GTE/CONTEL/Network Analysis Corporation, Vienna, VA The Budd Co., Troy, MI IBM Corporation, Poughkeepsie, NY © 2011, Jeffrey A. Bloom, All rights reserved. CTO, COO, EVP Marketing, 2/09-date IT Strategy Consultant, 9/02-11/02 Interactive TV Consultant, 6/02-8/02 IT Outsourcing & ITV Consultant, 1/01-6/02 Program Management Office Strategy & Implementation Consultant, 9/00-12/00 VP IT Solutions & Strategy, 3/00-8/00 Business Continuity Planning Manager, 9/98-2/00 CEO, Business Continuity Consulting, 4/97-8/98 VP Business Development, 3/96-4/97 CEO, IT Management Consulting, 9/95-3/96 IT Operations Manager, 9/94-8/95 COO/IT Director, 2/93-7/94 CEO, Federal Program Management & Expert Systems Consulting, 1988-1993 VP Business. Development, Federal IT Program Management Consulting, 1985-1988 CEO, Federal IT Program Management & Procurement Consulting, 1981-1985 Director, Information Systems Studies, Network Design & Analysis Consulting, 1976-1981 CTO/Technical Services Manager, 1973-1976 Systems Programmer, 1968-1970 V51 - January 13, 2011 - Page 8 of 8