DANIEL GORMAN INDEPENDENT CONSULTING P.O. Box 23182 Portland, Oregon 97281-3182 503-703-5223 dan@dgiconsulting.com Objective Challenging positions as an Oracle Manufacturing Functional Consultant Summary of Qualifications • • • Broad range of experience gained through more than 15 years in manufacturing, and distribution management as well as system consulting and implementation. Certified Fellow in Production and Inventory Management with B.Sc., Business Administration. Focused on facilitating operational excellence through teamwork and continuous process improvement. ACCOMPLISHMENTS & EXPERIENCE • Key User in multiple ERP implementations in the Heavy Manufacturing, Electronics and Software industries. Responsibilities included Sales and Operations Planning, Capacity and Materials Management, Production Planning, Master Scheduling, and Supply Chain Planning and Financial Analysis. • Ten years of consulting experience, supporting ERP system implementations. Provided project management, system analysis and design, application training and post production support for dozens of ERP upgrades and conversions. • Wall to wall experience with both finance and manufacturing in Make to Order, Assemble to Order and Make to Stock environments. Application Conversion • Provided consulting support for clients converting data from numerous legacy mainframe systems. Responsibilities included extensive analysis of legacy applications and mapping of legacy data to new applications. Custom Development • Developed detailed design specifications and performed quality assurance testing for modification of applications to meet client requirements on numerous projects. Data Warehouse • Led a cross functional team to establish a data warehouse to support reporting of worldwide product line information, while working for a manufacturer of Electronic Design Automation software. Electronic Commerce • Designed an interface for importing electronic purchase orders from multiple customers as sale orders to increase accuracy and productivity, while working with a manufacturer of electric heaters and an Electronic Data Interchange service provider. Project Management, Implementations & Upgrades CAPABILITIES Operational Methods & Techniques • • Implementation Methods • • • • Project Management Discrete and Process Manufacturing Systems Distribution Systems Applications Development Applications Implementation • • • • • Process Reengineering Application Functional and Integration Testing Data Conversion Curriculum Development General Business Consulting Oracle’s Applications Implementation (AIM v3.0) • • Oracle Business Models Oracle Business Flow Accelerators Dan Gorman Applications Industries Page 2 • • • • • • • • Oracle Inventory Oracle Engineering Oracle Bills of Material Oracle Cost Management Oracle Material Requirements Planning Oracle Master Production Scheduling Oracle Supply Chain Planning Oracle Advanced Planning and Scheduling • • • • • • • • • Oracle Order Entry Oracle Order Management and Shipping Oracle iProcurement Oracle Purchasing Oracle WIP Oracle Process Manufacturing Mercury WinRunner Mercury TestDirector DataLoader • • • • • • • Warehouse/Distribution Automotive Components Retail Training and Consulting Non Profit Exotic Metals Manufacturing Airplane Spare Parts Distribution • • • • • • • Manufacturing High Tech Electronics Software – EDA Software – ERP Dental Management Electronic Data Storage Consumer Electronics EMPLOYMENT & PROJECT HISTORY August 1998 to December 2002 Service Line Applications Projects • A Nonprofit foundation working to ensure the future of elk, other wildlife and their habitat. • Version: 10.7 SC • Oracle Team: Two people • Project Phase: Operations Analysis and Solution Design • Applications: Oracle Order Entry, Oracle Bill of Materials – PTO • Lead role to modularize bills of materials for PTO. • A $400M multinational corporation providing high value digital storage solutions. • Version: 10.7 SC • Oracle Team: Seven People • Project Phase: Functional and Integration Testing • Applications: Oracle Supply Chain Planning, Oracle Purchasing, Mercury WinRunner and Mercury TestDirector • Team member assigned to pre-production testing for operating system upgrade and then upgrade to 11.0. • A contract assembly manufacturer of custom cabling, custom insert overmolding, plastic and metal ultrasonic welding, and a wide variety of both simple and complex electro-mechanical assemblies for OEM's worldwide. • Version: 11.02 • Project Phase: Operations Analysis, Solution Design and Project Definition • Applications: Oracle Order Entry, Oracle Inventory, Oracle Bill of Materials, Oracle Supply Chain, Oracle Work in Process and Oracle Costing • A division of a communications equipment manufacturer was spunoff as a new company. They inherited the Oracle applications as part of the deal. I took a lead role to tailor the applications solution to their specific operational requirements. • A multinational corporation that develops and produces fiber optic, digital and analog communication connectivity products and power distribution panels. • Version: 11.02 • Oracle Team: Five People • Project Phase: Operational Analysis Oracle Consulting, Redwood Shores, California Worlds largest enterprise software company Principal Consultant Dan Gorman Page 3 • Oracle Consulting, (Continued) Team member for an audit and transfer of knowledge to assist the client in evaluating potential benefits and the scope of an upgrade to the new 11i functionality. • One of the world's largest manufacturers of specialty metals and chemicals, used in energy production, chemical and mineral processing, aerospace, medical, research and consumer products. • Version: 10.7 Character • Project Phase: Operations Analysis, Solution Design and Project Definition • Applications: Oracle Inventory, Oracle Bill of Materials, Oracle Supply Chain and Oracle Work in Process and Oracle Shop Floor Management • Lead role in conversion from manual systems to Oracle Discrete Manufacturing. • A practice management company for the largest group of dental practices in the United States. • Version: 11.03 • Project Phase: Operations Analysis, Solution Design, Project Definition and Item Conversion • Applications: Oracle Inventory, Oracle Purchasing and Oracle iProcurement • Lead role in the implementation of distributed inventory management and web based purchase requisitions supported by centralized purchasing. • The leading aerospace company in the world and a top U.S. exporter. Their capabilities and related services also include formulation of system-of-systems solutions, advanced information and communications systems, financial services, homeland security, defense systems, missiles, rocket engines, launch systems and satellites. • Version: 11.5.5 • Oracle team: 25 People • Project Phase: Operations Analysis, Solution Design and Project Definition • Applications: Oracle Inventory, Oracle Bill of Materials, Oracle Advanced Planning Oracle Quality, Oracle Work in Process and Oracle Costing • Lead role for Oracle Work in Process and Oracle Costing . This implementation required extensive integration with internally developed legacy systems. • A manufacturer of custom fit, custom built golf equipment and accessories. • Version: 11.5.4 • Project Phase: Project Definition • Applications: Oracle Bill of Materials, Oracle Work in Process and Oracle Purchasing • As a Trainer, developed key user training materials and delivered training classes. • A $5.6B multinational corporation which provides innovative technologies, solutions and services to a wide range of customers in communications, electronics, life sciences and chemical analysis. • Version: 11.5.6 • Oracle Team: 100+ People • Project Phase: Implementation Phase 1 - Build, Transition and Production. Implementation Phase 2 – Operations Analysis • Applications: Oracle Work in Process, Oracle Manufacturing Scheduling, Oracle Warehouse Management System and Oracle Shop Floor Management • Team member involved in supporting the Operations functional team, analyzing reporting requirements, auditing converted data, acceptance testing and go-live support in a call center and onsite in Penang Malaysia. Dan Gorman Oracle Consulting, (Continued) Page 4 • A world leader in the engineering, manufacture, and marketing of compact industrial, construction, and agri-business equipment, attachments and related services • Version: 11.5.6 • Oracle Team: 75+ People • Project Phase: Transition and Production • Applications: Oracle Inventory, Oracle Order Management and Oracle Purchasing • Team member supporting go-live onsite in a retail outlet. • A leading provider of a broad range of test, measurement and monitoring equipment for global communications networks • Version: 10.7 upgrade to 11.5.6 • Oracle Team: Three People • Project Phase: Operations Analysis and Project Definition • Applications: Oracle Supply Chain • Team member to audit application functionality for client and trainer to develop training materials and deliver Capacity Requirements Planning class. Oracle Development Projects • Oracle Product Development • Version: 11i • Oracle Team: Seven People • Applications: Oracle Inventory, Oracle Engineering • Curriculum developer assigned to upgrade corporate training materials from version 11.0 to 11i. • Oracle Consulting Applications Global Service Line (AGSL) • Version: 11i Process Flows • Oracle Team: Ten People • Applications: All the Oracle core manufacturing modules and Oracle Purchasing • Team member assigned to a project to convert Oracle Applications Implementation Methodology (AIM) from a module oriented focus to one based on the process flows in the Oracle Business Models (OBM). • Oracle Consulting Applications Global Service Line (AGSL) • Version: 11.5.7 and 11.5.8 • Oracle Team: 50+ People • Applications: All those supporting the Oracle Business Flow Accelerators: Release to Build (Discrete) and Order to Cash • ‘Bundle’ Owner with overall responsibility for testing, documentation and issue resolution for the processes bundled together into the new Oracle Business Flow Accelerators product offerings. Oracle Internal Project • Oracle Corporation, Manufacturing and Distribution • Version: 11.02 • Oracle Team: Six People • Project Phase: Operations Analysis, Solution Design, Project Definition, Build, Transition and Production. • Applications: Oracle Inventory, Oracle Bill of Materials, Oracle Supply Chain, Oracle Work in Process and Oracle Purchasing • SCP Lead for project to add additional functionality to a production environment running Oracle Inventory, Oracle Order Entry and Oracle Purchasing. Implemented material planning, with requisitions interfaced to purchasing, and work order control. Dan Gorman February 1992 to July 1998 DataWorks Corporation, San Diego, California Provider of enterprise software solutions for midmarket companies. Senior Consultant / Account Manager Page 5 ERP Implementation Project Management – Leadership in dozens of projects. • Typically Project Manager for both the Manufacturing and Financial applications; or Manufacturing Lead, sharing project management with a Financial Lead. • Managed complete project lifecycle from Kickoff through Post Production support.. • Developed project plan and resource budget. Evaluated requirements and coordinated additional resources as needed. • Analyzed fit/gap based on operational requirements and application functionality. • Facilitated transfer of knowledge to Steering Committee, Key Users; and developed End User training materials. • Supported field mapping for conversion from various legacy systems. • Coordinated system setup, pilot testing, system acceptance testing. as well as cutover. • The application (Intrepid) was written in PICK BASIC and developed in System Builder to run on Unix. Account Management - Provided ongoing post implementation client support. • Project management on post implementation phases for additional functionality. • Requirements analysis and definition for software customizations and extensions. Also, documentation of design specifications, estimated programming hours. • Installation and acceptance testing to ensure modifications meet design specifications and the clients requirements. • Coordination of system upgrades and software patching with our support group. May 1984 to October 1991 • Mentor Graphics Corporation, Wilsonville, Oregon • A technology leader in electronic design automation (EDA) solutions Corporate Production Planning Manager / Financial Analyst Led a cross functional team to implement a worldwide financial reporting system. Established a data warehouse to support online access to Orders and Cost information. Coordinated the efforts at international sites with North America to ensure availability of timely, accurate and consistent data. Administered the database to support development of reporting to track gross margin on Orders at the product line level, by division and geographic region. Coordinated efforts of Top Management, Finance and Marketing to improve the effectiveness of the Corporate Sales and Operations Planning process. Operational inventory levels reached a three year low with revenue at an all time high. Accuracy of shipment mix and volume projections also increased by 20%. Capacity and Material Planning Manager • • • • Effectively managed staff of 3 managers and their 8 direct reports; with overall responsibility for Production Planning, Master Scheduling and Production Scheduling Enhanced coordination to reduce turn around time for sales order scheduling and improved on-time delivery from 65% to 91%. Developed and maintained division level spreadsheet based forecasting models. Expanded the scope of a spreadsheet based Bookings History report to become a tool widely used throughout the organization to track product level trends. Initiated work center dispatching to manage shop floor priorities; and a monthly product leadtime report to field sales offices. Master Scheduling Manager • • • • Played key role in project to implement ASK ManMan OMAR/MRP. Analyzed operational requirements and system functionality to determine fit/gap strategy. Project member for Master Scheduling function in conversion to integrated work order control and material planning. Setup, tested and implemented software. Hired, trained and managed four new master schedulers. Modularized the bills of material and established initial data processing job streams. Dan Gorman Page 6 TRAINING, CERTIFICATIONS & EDUCATION Training • • • • • • • • • • • • • • • Seven Week Oracle Manufacturing Bootcamp Course Oracle Master Scheduling (Self Study Course) Oracle Flow Manufacturing Oracle FastForward RPM Oracle Procurement Mastery Track Oracle Advanced Planning And Scheduling R11i Oracle Risk Optimization and Supply Chain Exchange Oracle iProcurement Oracle Self Service Web Application Setup - Common Modules Oracle Shop Floor Management Oracle Warehouse Management System Oracle Product Development Exchange Oracle Enterprise Asset Management Oracle Process Manufacturing Oracle Manufacturing Foundation Certifications & Affiliations • • American Production and Inventory Control Society – Certified Fellow in Production and Inventory Management – Member of the Portland chapter. Project Management Institute – Member of the Portland chapter. • University of California at Long Beach, B.Sc., Business Administration Education