RONDAL A. CALDWELL
3838 N. Braeswood Blvd. #4 ● Houston, TX 77025
(832) 741-7427 ● E-mail: rcaldwell002@hotmail.com
PeopleSoft Financial and Supply-Chain Systems Specialist ● Business Process Consultant ●
Project Leader
Financial and Supply-Chain Information Technologies and Change Management Professional
Executive
Summary
Professional
Experience
Well-organized, results oriented accounting and information technology leader with proven ability
to implement standards, procedures and processes that improve business functionality in multiple
industry settings. An excellent communicator, teacher and mentor experienced in building and
managing high-functioning teams to meet project objectives.
As Founder and President of Caldwell + Associates, January 2002 to Present

Led functional design for implementing PeopleSoft 9.1 Manufacturing and Supply Planning
through requirements gathering for Green Mountain Coffee Roasters-Canada which
consisted of recently acquired the coffee production operations of Van Houtte in Montreal,
Quebec and Timothy’s World Coffee in Toronto, Ontario.

Facilitated discussions around the design of the product costing strategy for the PeopleSoft 9.1
implementation of Cost Management for all the global production facilities for Green
Mountain Coffee Roasters.

Assisted in the roll-out of PeopleSoft 8.9 Supply Planning for Green Mountain Coffee Roaster
to their production plant in Knoxville, Tennessee and provided Supply Planning production
support for production facilities in Waterbury, Vermont, Castroville, California, and Sumner,
Washington.

Led PeopleSoft 9.1 Inventory and Purchasing functional design for Harris Caprock in
Houston, Texas and Melbourne, Florida which included helping develop the integration
strategy with Siebel product configuration order capture and customer service applications.

Led the new implementation of PeopleSoft Inventory and Purchasing 9.1 for a simultaneous
global implementation (13 countries) for Tidewater Marine an oil and gas services company.

Led the upgrade of PeopleSoft Supply Planning and Manufacturing from version 8.0 to 9.0 at
the shared services center in San Jose, California for production facilities in Horsens,
Denmark, Petach Tikva, Israel and Dayton, Ohio for Polycom including setting up Pegging
Chains to ensure make-to-order production and related materials purchases were sourced to
the appropriately to sales order demand.

Prepared the implementation plans for the PeopleSoft 9.0 Inventory Pegging functionality for
Panolam Industries for both make-to-order and make-to-stock business units retrofit the
interface to a third-party “press load” planning system.

Troubleshot the retrofit of modifications developed for version 8.4 to the PeopleSoft Inventory
Replenishment and Demand functionality for the new Inventory version 9.0 data structure.

Prepared the business case for a complete supply-chain solution for the state-adopted
textbook inventories of Texas Education Agency (TEA) in Austin, Texas and the 1,300
independent school districts and charter schools using delivered and extended PeopleSoft
Financials and Supply-Chain applications in response to the TEA request for proposal. The
project included an evaluation of eSettlements, eProcurement, and eSupplier Connection for
the transactions with the Textbook publishers and freight carriers. Ultimately, we created
bolt-on applications instead of implementing these applications at a cost saving of $750,000

Led the design and development of bolt-on functionality at the TEA to maintain eligibility for
requisitioning state-adopted educational materials for the school districts and charter schools
based on several variable factors including the enrollments for English primary language
students, Spanish primary language students, English as second language students, and
visually-impaired students in the Pre-K through 12th grade levels.

Led the design and development of extended functionality at the TEA to calculate, declare, use
surplus textbook inventories for the school districts and charter schools calculated based upon
parameters established by the Texas Legislature. The schools have the option to declare what
portion, if any, of the calculated surplus inventory will be available to other districts. The
declared surplus inventory is sourced to requisitions in a manner to reduce the number of
shipments with tie-breakers based on proximity to reduce shipping time and cost.
Page 2
RONDAL A. CALDWELL
Professional
Experience
(continued)
Caldwell + Associates (continued)

Led the design and development of extended functionality at the TEA to implement a “lights
out” solution that in conjunction with electronic data interchange (EDI) allowed personnel at
the TEA and the districts to be “hands-off” after the school creates and the TEA approves the
educational materials requisition through the following processes: Requisition Loader, PO
Calculation, PO Creation, PO Dispatch, EDI 850 Purchase Orders; EDI 997 Acknowledgement,
EDI 857 Shipping Notice/Invoice, Voucher Build, Edit, and Post, Purchase Order Receipt,
Process Receipts, and Auto-Putaway.

Led the design and development of bolt-on functionality at the TEA for Vendor Homepages
which allowed Vendors to correct any issue with their invoice submissions that would include
both typical voucher match exception error as well as other business requirements like
including requiring a shipping weight on all shipments. The effectively removes state
personnel from performing any data entry for voucher entry or corrections for over $400
million in purchases annually.

Provided PeopleSoft Inventory and Purchasing post-implementation support for the Materials
Management organization of Ohio Health hospital system that manages 6 regional hospital
campuses in Central Ohio. OhioHealth had recently implemented PeopleSoft, but due to
issues with the configuration of the item master most notably with unit of measure and
purchasing attributes resulting in both “stock-outs” and overstocked of vital supplies as well
as materially misstated financial inventory valuation. Our solutions included streamlining
and reconfiguring the item and vendor masters and eliminating maverick purchasing.

Led OhioHealth’s expansion of the use of a stockless inventory offering of Cardinal Health
called Acculink (at the time). Cardinal piloted the offering at OhioHealth which is a
nationwide healthcare best practice.

Led the full lifecycle Good Manufacturing Practices (GMP) compliant implementation
(meeting EU food and drug manufacturers’ systems documentation standards) of PeopleSoft
Inventory and Cost Management for Aptuit’s pharmaceutical testing operations acquired
from Evotec in Abingdon, England and Glasgow, Scotland in 4 months.

Redesigned the functional specifications to take advantage of the process efficiencies enabled
by new fulfillment functionality Honda of America Manufacturing. The implementation
resulted in reducing over 40 percent of modifications in migrating from 8.4 to 8.9

Re-engineered the configuration of the Manufacturing, Cost Management and Inventory
PeopleSoft 8.8 applications and prescribed the solutions for various issues with the valuation
of production inventories and divergence from financial accounting balances encountered in
the early post go-live and various Inventory and Cost Management item balance
synchronization issues for Combe, Incorporated. Ron designed modifications to identify or
prohibit these many of these transactional issues causing divergence in the cost accounting
details and general ledgers.

Led the reassessment of the configuration of the PeopleSoft 8.8 Cost Management application
and troubleshot issues with the newly delivered functionality surrounding capture of Actual
costs (rather than Standard Costs) in the Manufacturing process for Monster Cable Products.
Monster used 3 sets of Cost Books to capture item cost using a traditional Standard Costing,
and well as Actual FIFO, and Weighted-Average Actual Cost. Actual Cost (FIFO and LIFO)
and Weighted-Average Actual Cost costing methods for manufactured are first made
available in PeopleSoft with the version 8.8 release of Cost Management.

Acted as the interim Cost Accounting Manager and developed Monster Standard Costing
methodology and developed several reports to help evaluate the effectiveness of the standards
on the absorption of production labor and overhead.

Interviewed and trained Monster’s Cost Accounting Management and accounting staff and
transitioned their employees into their job roles.

Hired and led an experienced functional PeopleSoft consulting team of 5 independent
consultants that collaborated with Honda of America Manufacturing business functional and
technical personnel in the upgrade implementation of PeopleSoft 8.4 Purchasing, Inventory,
Cost Management, Accounts Payable, and General Ledger for Honda of America
Manufacturing and Honda of Alabama Manufacturing.
Page 3
RONDAL A. CALDWELL
Professional
Experience
(continued)
As Principal Consultant for PWC Consulting, August 2000 to January 2002

Helped develop successful management consulting proposals for Credit Suisse First Boston
and Duke Energy proposals that generated sales of $3.8 and $3.5 million, respectively.

Performed Quality Review for the enterprise-wide Supply Chain process models and
prototype configuration of the PeopleSoft 8 Inventory, Purchasing, e-pro and Accounts
Payable modules for Duke Energy. The prototype was the basis for the rollout of an
enterprise-wide solution over the two subsequent years.

Developed the PeopleSoft solution implementing Procurement Company (“ProCo”) that
would buy all goods and services including inventory items from vendors for all of the Duke
Energy operating units. The ProCo would purchase these materials and services without sales
tax from the vendor and resale the goods to the operating units upon consumption.
As Manager for Ernst & Young Consulting, July 1997 to August 2000

Led a 15-week PeopleSoft 8 implementation of General Ledger, Accounts Payable, Accounts
Receivable, Expense Reporting, Purchasing, Project Costing, Inventory and Asset
Management at El Paso Global Networks using the PwC ExpressPac methodology. Ron acted
as both the overall project lead and the hands-on team lead subject matter expert for General
Ledger and Inventory. Sold an additional 3 months of consulting services worth $600,000 for 2
FTE’s to provide post-implementation support and help develop interface specifications with
between PeopleSoft and the EPGN network inventory management and warehouse
management systems.

Led the development of a rapid design and prototyping session for a PeopleSoft 7.5 Financials
and Distribution implementation at Covance, a pharmaceutical testing company with
operations in the US and throughout Europe. The functionality designed and demonstrated to
Covance included Projects, Inventory, Purchasing, and Accounts Payable. Ron helped develop
and deliver the client proposal including a walkthrough of critical transactions using the
enterprise-wide prototype for the US and EU finance and production management.

Led the full life cycle implementation of PeopleSoft version 7.0 Purchasing and Inventory for
the US manufacturing operations of Honda of America Manufacturing. This effort
consolidated the inventory and supplier item masters for four production plants that operated
autonomously since inception. The implementation was the first systematic effort to
collaborate to reduce redundant supply.

Led the Production Planning organization in the design and configuration of a PeopleSoft
prototype of the Production Kanban Tracking and Inventory Management processes for the
North American operations of Toyota Motors Manufacturing including the development of
functional design specifications for required modifications to core PeopleSoft version 7.5
Inventory, Purchasing and Order Management functionality.

Designed PeopleSoft enabled business processes for Business Unit Consolidations, Internal
and External Reporting, and Application Security for Sprint who implemented PeopleSoft
version 7.0 Financials in conjunction with establishing a financial shared services center.
As Senior Consultant for Litton/PRC, October 1996 to June 1997

Performed beta testing of the PeopleSoft Manufacturing Cost Management module with the
software developers in Pleasanton, California during the final weeks of debugging resulting in
the isolation of lapses in the functional logic used to calculate production cost variances that
were incorporated in the initial public release in December 1996.
As Senior Internal Auditor for Litton Industries, May 1994 to October 1996

Planned and led fieldwork for financial, internal controls and cost compliance audits for
operations subject to Defense Contract Audit Agency (DCAA) contract audits.

Performed due diligence review for several acquisition targets including Litton/PRC.

Assisted in the external financial auditors in the preparation of audit working papers.
As Senior Auditor for Price Waterhouse, September 1990 to April 1994

Led fieldwork and compiled consolidated financial statement with MD&A Disclosures for an
S1 filing with the SEC pursuant to an initial public offering of a healthcare software company.

Education
Enabled clients to establish sound accounting and internal audit practices, policies and
procedures in line with business objectives.

Assessed primary and secondary controls, process efficiencies and accounting procedures inn
accordance with GAAP, GAAS, and other pronouncements.

Led two implementations of the Solomon Financials ERP system for two EU oil and gas
companies establishing operations in Houston.

Performed due diligence reviews for client acquisitions in oil and gas and other industries.

Trained, supervised, and mentored associates
Florida A & M University, Tallahassee, Florida, Graduated Magna Cum Laude, B. S, Accounting
CPA Status
Certified in the State of Texas in 1994, License is Current and Active
References are available upon request.