ORACLE/PEOPLESOFT ENTERPRISE SYSTEMS CONSULTING AND RELATED SERVICES FOR: MARICOPA COUNTY COMMUNITY COLLEGE DISTRICT PRESENTED TO:
Keith Killourie
Buyer III
PRESENTED BY:
Rob Cardelli
President
February 22, 2010
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Dear Mr. Killourie,
On behalf of the consulting professionals at Peak Performance Technologies we are pleased to present the
following response to your Request for Proposal for Oracle/PeopleSoft Enterprise Systems Consulting and
Related Services as part of your ongoing PeopleSoft and Oracle engagements. We are confident that our team is
capable of providing the required services and associated resources outlined in your RFP and our leadership
team’s track record of working closely with large and small colleges around the United States will help ensure
you only work with senior level consultants capable of seamlessly integrating with your school’s operating
culture and the functional and technical team’s unique personalities.
We appreciate the opportunity to respond to your RFP and we hope to have the opportunity to work with you in
the future. As a point of reference, we are currently working with the following colleges and public sector
customers where we have been providing similar services to those outlined in your RFP: New York University,
Emory University, University System of Georgia, Medical College of Georgia, University of Akron, City
Universities of New York, University System of Texas, Gwinnett County Public Schools, North Dakota
University System, City of Washington D.C, Homeland Security Department, IRS, Department of Treasury and
several other large version education and government customers around the nation. We are confident we have
the resources, deployment model and commitment from our leadership team to help you get your projects done
on time and under budget.
Some of the key differentiators that set our team apart from our competitors include:
‰
‰
‰
‰
‰
‰
‰
We are one of the only firms in the PeopleSoft Higher Education consulting market that can/will provide “as
needed” subject matter expertise to help education and government customers manage their budget
constraints.
Peak Performance Technologies is a certified woman owned small business focused solely in the public
sector with 75% of our revenues being derived from our Higher Education consulting practice.
Expertise at Capital Budgeting, Program Management, Implementations/Upgrades and Strategic Staffing.
Our Management Team and consultants are some of the most senior ERP and I/T Staffing experts in the
industry. Our management team has an average of 13 years of PeopleSoft, Oracle and Banner experience
and our President along with our Vice President of Sales have both worked for global I/T staffing firms.
John Graham, the recently retired Executive Director of the Board of Regents of Georgia, will be an
additional advisor for most of your future projects. While at the Board of Regents of Georgia; John was
responsible for managing the day to day Infrastructure and ERP environments for over 30 public colleges
across Georgia.
We are experts at working in shared service environments.
We have a track record of 100% customer service!
If Peak Performance Technologies is chosen to assist you with this engagement, I will be your Client Partner. I
have personally led over 20 PeopleSoft implementations of HCM, Financials and Campus Solutions and I have
spent the majority of my fourteen years of consulting focused heavily in the Higher Education space. I have
also helped build out global I/T staffing firm’s consulting services and will personally help oversee all recruiting
operations associated with your account.
If there is any additional information you require, please do not hesitate to call. We look forward to working
with you to make this project a success.
Sincerely,
Rob Cardelli
President
Phone: 678-570-3598
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
rcardelli@peakperformancetech.com
TABLE OF CONTENTS
EXECUTIVE SUMMARY .......................................................................................................2
PEAK PERFORMANCE TECHNOLOGIES OVERVIEW ..........................................................4
KEY TEAM MEMBERS .........................................................................................................6
SECTION 4: PROPOSAL REQUIREMENTS ...........................................................................9
SECTION 7: RESPONDENT QUESTIONAIRRE ...................................................................29
SECTION 7.2: PAST EXPERIENCE ......................................................................................35
SECTION 8: PRICING SCHEDULE ......................................................................................43
APPENDIX
ATTACHMENTB (BIDDERS STATEMENT)
ATTACHMENT B (ADDITIONAL INFORMATION)
ATTACHMENT C (NON DISCLOSURE)
SIGNATURE PAGE
RESUMES ............................................................................................................................44
PROJECT MANAGEMENT
PEOPLESOFT HUMAN CAPITAL MANAGEMENT
PEOPLESOFT CAMPUS SOLUTIONS
PEOPLESOFT TECHNICAL
ORACLE E-BUSINESS
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Peak Performance Technologies Overview
Peak Performance Technologies was founded by several of the most senior PeopleSoft consultants in the
industry. Many of our executives were on the design teams for the orignial PeopleSoft Student Administration,
EPM and HCM products in the mid 1990’s. We also employ executive advisors who have been in leadership
roles within large university systems or government agencies and understand how to approach complex
problems from a “client” point of view and a consultant” point of view. The leadership team has worked
together in the past sharing a common business philosophy based on honesty, integrity, value added services and
client satisfaction. We have assembled a team of experts to help us manage the firm and we believe that your
success defines Peak Performance Technologies. It directs our leadership, influences our values, and guides the
growth of our team.
Our Capabilities and Key Differentiators
Our current focus is solely on providing ERP Consulting and I/T Staffing exclusive for higher
education and public sector customers.
We provide Advisory and Program Management, Project Management, Change Management
People
and all levels of functional and technical experts. Our team is comprised of industry thought
leaders and our consultants are routinely called upon to speak at leadership seminars.
We have a powerful framework of evolutionary methodologies that includes a heavy focus on
Processes
Change Management when we are called on to assist with implementation related projects.
Accessibility We are headquartered in Georgia with additional locations in NY, Virginia, Nevada &
California
Disciplines
PPT Resources
PPT Offices
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
History
Peak Performance Technologies is a certified woman owned small business created to fill a distinct void in the
ERP consulting industry. The ownership team recognized that the consulting market has dramatically changed
from the days of large teams being deployed to execute complex implementations during a time when the
functional and technical resources with the appropriate skills were extremely scarce. Today’s environment is
such that the majority of our customers have their own experienced internal resources fully capable of executing
many of the tasks related to upgrades and implementations of new products. Many of our client’s internal
project teams are comprised of ex-consultants from the large system integrators or software companies and they
brought their own lessons learned, best practices and product expertise to bear when they opted to leave the
consulting industry and take permanent jobs with customers including many schools across the country.
Our firm was started by a husband and wife who combined have 27 years of PeopleSoft consulting experience
between them. Robert Cardelli, the firm’s President, was a partner at Accenture where he helped manage the
public sector consulting practice and he decided to leave to start a new company that could focus on delivering
cost effective solutions to small and mid-sized education and governement customers. Because of the size of
Accenture and the stringent financial guidelines placed on all deals there was very little flexibility to work with
customers under a certain dollar amount so Robert opted to start another a firm where he could control the bill
rates and delivery model himself. This is Mr. Cardelli’s second successful PeopleSoft consulting firm and his
first is still in business today focused primarily in the commercial market space. Robert is an expert in all areas
of PeopleSoft HCM including outsourcing, shared service models and onsite and remote delivery approaches.
Mr. Cardelli’s wife, Jennifer, was one of the early employees of PeopleSoft Inc. and also on the executive team
at Crestone Consulting in their early days. Mrs. Cardelli was on the design team for PeopleSoft’s original
Financials applications and helped build the eProcurement functionality now available in today’s product line.
Jennifer owns 100% of the company and we have achieved Woman Owned Business Status in several states.
Many of the resources who work for Peak Performance Technologies were on Jennifer’s teams at PeopleSoft
Inc. and have been hired over the last few years because of their deep functional product skills as well as their
industry expertise in public sector environments.
We created a consulting and staffing model that leverages our client’s onsite subject matter expertise and
“augments” it whenever or wherever necessary. We are adept at providing onsite and remote services either on
a full time or part time basis. This flexibility is the foundation of our value propostion and provides our public
sector customers with cost savings that are sorely needed in today’s tight economic conditions. When you
couple our low costs and flexible models with the engagement management that every account receives (mostly
for FREE) we have become a strategic partner with some of the largest public sector customers in the nation.
Every client has access to the leadership team and can leverage lessons learned, best practices and a deep
knowledge repository as needed to help shape future project portfolios. We recognize the financial constraints
that exist across all public sector today and we fully recognize what is involved when independent school
districts run into budget issues.
We view every customer and specific situation as a strategically important project and we bring the same sense
of urgency and dedication to each engagement regardless of the revenue potential. This fundamental business
philosophy is unique in our industry and the employees and partnerships we have in place all share this same
mindset. Peak Performance Technologies is a registered vendor with The Maricopa County Community
College District (MCCCD) and our staff have worked at several customers across the state of Arizona in the past
including Arizona State University, Tucson City Schools, The City of Glendale and several commercial
customers.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Key Members of Leadership Team
Robert Cardelli
Client Partner/Project Planning, Risk Management, Change Management & Shared Service Model Expert
Mr. Cardelli is the President of Peak Performance Technologies and has been working with PeopleSoft
applications for over 14 years with much of this time focused in the Higher Education space. Rob has held
leadership positions with Accenture, Ernst & Young and was one of the founders of a consulting firm
specializing in PeopleSoft Higher Education clientele. Rob was part of the team that helped rollout the Higher
Education User Group (www.heug.org) and has presented at many of the conferences over the past 7 years.
Rob has worked with dozens of PeopleSoft Higher Education customers and has contacts and personal friends in
dozens of others schools. His network allows him to bring valuable client references, best practices and lessons
learned to the table and he routinely hosts targeted conference calls with the executives of these institutions to
foster additional networking opportunities for all of the attendees. Before he helped found Peak Performance
Technologies Mr. Cardelli helped manage a $100 million I/T staffing firm and was responsible for supporting
over 100 major accounts including Federal, State/Local Government, Higher Education and strategic partners
such as IBM, Accenture, Bearingpoint, CSC, Northrop Grumman, Lockheed, Deloitte and others.
John Graham
CIO Advisory, Governance and Executive Advisor
Mr. Graham is recognized as a thought leader in the CIO Advisory space within the Higher Education
community and has worked with Rob Cardelli and Brian Ellis for almost 9 years. He was our customer in the
past and when he retired he aligned himself with Peak Performance Technologies to help us with large scale
Higher Education and Government accounts. He opted to partner with us based on his experience and comfort
level with our delivery model, corporate philosophy and dedication to customer service. John is responsible for
leading all executive advisory sessions including CFO’s, CIO’s and Presidents of the colleges. Mr. Graham was
the Executive Director responsible for managing the PeopleSoft systems (and other environments) for the Board
of Regents of Georgia. John is currently helping several universities as a CIO Advisor and he is an expert at
creating Governance models.
Brian Ellis
End User Training/Infrastructure Assistance (if necessary) and Data Conversion
Mr. Ellis has been working with PeopleSoft and Oracle applications since the early 1990’s and has held
executive roles with Andersen Consulting as well as PeopleSoft Inc. Brian is one of Peak Performance
Technologies Partners and is directly responsible for helping our customers design, build and manage their
complex ERP technical environments. Brian is an expert at all levels of PeopleSoft and Oracle’s I/T Platforms
and typically works with the CIO and I/T Director to audit the existing technical environments and provide
recommendations and project management services around the following areas: Data Center Design, Disaster
Recovery, Governance, Help Desk, project team roles and responsibilities, capital budgeting as well as insourcing and outsourcing business case formulation. Mr. Ellis is currently helping the several colleges and
universities streamline their support organizations by leveraging onsite and remote consulting assistance as well
as exploring outsourced infrastructure models.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Suresh Pandurangam
PeopleSoft Financials Expert & Higher Education Expert
Suresh has been working with PeopleSoft’s Financial applications since 1996 and has helped 5 different
independent universities implement and/or upgrade their applications. He is an expert at project management,
general ledger, commitment control, accounts payable and purchasing and has also worked with Asset
Management, Accounts Receivable and Billing over the course of his career. Suresh is currently helping the
Florida A&M with their post production support by streamlining functional and technical processes and
redefining roles and responsibilities as well as corresponding policies, procedures and process flows.
Barbara Sanborn
PeopleSoft HCM Practice Manager
Ms. Sanborn has been implementing and upgrading PeopleSoft’s HRMS products since 1995 and has expertise
in many PeopleSoft HCM areas including Human Resources, Benefits, Payroll, Time and Labor,
Employee/Manager Self Service and Recruiting Solutions. Barbara’s greatest contribution to our clients is his
ability to reengineer their functional support teams to cross train staff and increase the knowledgebase of
employees of all levels. Ms. Sanborn is involved in most of our HCM client relationships because she brings a
wealth of lessons learned and best practices to bear and typically provides a great deal of free consulting to all of
our clients.
Kevin Doran
PeopleSoft Upgrades/Financials and HCM Development
Kevin has been working with the Cardelli’s since 1995. He is an expert at all levels of infrastructure design and
support and has performed over 40 upgrades of PeopleSoft’s HCM and Financial applications. Additionally,
Mr. Doran is an expert at PeopleSoft develoment including PeopleTools, PeopleCode, SQR, Application
Engines, Component Interfaces, Integration Broker and XML Publisher. Kevin is typically involved in most of
our support customers because of his ability to quickly solve problems and his expertise at working remotely to
dial in and help customers understand what needs to happen while serving as a “player/coach” to mentor them
throughout the process.
Jennifer Cardelli
CEO/Client Partner/PeopleSoft Financials Expert
Mrs. Cardeelli has been working in the I/T and Accounting consulting market for almost two decades and was
one of the early employees of PeopleSoft Inc. She is a recognized thought leader in several financial
applications and has a stellar reputation for delivering on time and under budget implementations for customers
of all sizes. She’s also an expert in budget preparation and routinely helps our customers with activity based
costing excercises to ensure capital and operating budgets are adequately mapped out prior to any project
kickoffs. Jennifer has been personally helping support a global customer with operations in 30+ countries by
leading their production support team and helping manage the troubleshooting for GL, AP, PO, AR, BI, PO,
Contracts and Expenses
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Higher Education and K-12 Consulting Services
Peak Performance Technologies provides a full complement of consulting services to support Colleges,
Universities and K-12 school districts. This includes implementation of administrative systems that incorporate
the unique business requirements of education institutions such as financial management, grants, capital
projects, student information, textbook management, and state and federal reporting. We have experience
working with two year colleges, four year colleges, community colleges and private schools and understand the
subtle nuances that exist within each of these different institutions.
Our consultants and project teams are uniquely qualified to help those customers that run PeopleSoft, Oracle and
Banner applications, offering integration and data conversion services using expertise in both application areas.
Our experienced resources bring us a level of credibility that differentiates our firm from the competition and we
are able to work at the CIO level all the way down to the junior analyst and immediately prove ourselves as
experts in our respective disciplines.
“The leadership team at Peak Performance has consistently
gone above and beyond the call of duty in supporting our
functional and technical project teams. We value their
dedication to customer service.” - Executive Director of
Enterprise Applications for a large school district.
“Mr. Cardelli was able to come in and help transform our
HR Shared Service and the underlying culture in a very
short timeframe. We look forward to working with he and
his team on the upcoming PeopleSoft 9.0 upgrade.” - Deputy
Director of a large Federal Government Agency.
“Peak Performance Technologies has been instrumental in
helping our college rollout PeopleSoft’s Campus Solutions
products out to our several colleges. The last few years have
flown by and Andreas has become part of our family. PeopleSoft Project Director for a Mid Atlantic college
Currently 75% of revenue is derived from Colleges, University Systems and School Districts!!
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Section 4- Proposal Requirements
4.1 MINIMUM REQUIREMENTS
1. Be licensed in the State of Arizona, if duties requested require such licensure.
Peak Performance Technologies will have no problems obtaining any licenses. Additionally, if we are
awarded this contract we will apply for WBE certification in the State of Arizona. It typically takes less
than 45 days and we could provide you with this certification as well if you believe it would be valuable.
2. Offer fees that are reasonable and consistent with fees charged to other public entity clients in Maricopa
County, Arizona.
Peak Performance Technologies will provide a customized rate card that reflects all of the skill sets
outlined in this RFP as well as those that similar customers typically request. These prices will be firm
for 2 years from the date of award. We will provide onsite and remote rates for you to have on file.
3. Must acknowledge or confirm that all parts of this RFP have been read and that the Proposal submitted is in
accordance therewith.
Peak Performance Technologies has read all of the RFP and have taken all of your requirements into
consideration when composing our response.
4. Must submit all answers to the respondent questionnaire. All answers must be in the order in which the
questions are asked.
We will comply
5. Must submit a completed, signed pricing schedule. Schedule must be signed by an authorized company
official on behalf of the firm.
We will comply
6. Must submit a completed Bidder’s Statement.
We will comply
4.2 SPECIFIC REQUIREMENTS
4.2.1. The Proposer must provide three (3) client references. Include company name, contact name, address,
updated telephone number, description of the service(s) provided, number of proposer employees involved,
number of client employees involved, timeframe of engagement, and current status of the project. If the
proposer was employed by another organization at the time the service provided to the client, it must be clearly
stated.
We will provide references on the sheets included in the RFP
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
4.2.2. Each Proposer must provide MCCCD with a list of all higher education institutions who have utilized
their services for implementation of Oracle/PeopleSoft applications or related services. If Proposer is providing
third party related services such as testing, data warehousing, reporting, directory integration or related
programming support, please respond to RFP in the context of these services.
In the last 3 years Peak Performance Technologies staff have worked with the following Higher
Education clientele:
College
Summary of Work Performed
following italicized schools are part of the University
System of Georgia’s centralized data center and we had
to work with all of them.
Program Management, Technical Development, Campus Solutions,
Financials and UPK. EPM, OBIEE, Reporting, Testing and Training.
Financials. Campus Solutions. UPK. Development, EPM, OBIEE,
Reporting, Testing and Training.
Program Management. Campus Solutions. Development. EPM,
OBIEE, Reporting, Testing and Training.
DBA, Portal, Upgrade, HCM and Project Management.
DBA, Upgrade, HR, Benefits Administration, EPM, Development.
Program Management. CIO Advisory/ITIL, Oracle DBA and
Infrastructure. HCM and Financials. Upgrade Assistant. Training and
Testing
Albany State University
Abraham Baldwin Agricultural College
Armstrong Atlantic State University
Atlanta Metropolitan College
Bainbridge College
Augusta State University
Clayton State University
College of Coastal Georgia
Columbus State University
Dalton State College
Darton College
East Georgia College
Fort Valley State University
Gainesville State College
Georgia Highlands College
Georgia Gwinnett College
Georgia Southern University
Georgia Southwestern State University
Georgia State University
Gordon College
Macon State College
Kennesaw State College
North Georgia College & State University
Middle Georgia College
Skidaway Institute of Oceanography
Savannah State University
Southern Polytechnic State University
University of West Georgia
Valdosta State University
Waycross College
University of Texas- Tyler
University of Texas-Dallas
University of Akron
““
““
““
““
““
““
““
““
““
““
““
““
““
““
““
““
““
““
““
““
““
““
““
““
““
““
““
““
““
““
Project Manager. Campus Solutions. Testing. Training
Project Manager. Campus Solutions
Program Management, CIO Advisory/ITIL, DBA, Upgrade, UNIX, DB2
New York University
Emory University
City Universities of New York
Georgia Institute of Technology
Medical College of Georgia
University System of Georgia (The
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Lorain County Community College
Bismark State College
Dickinson State University
Lake Region State College
North Dakota State College of Science
Mayville State College
Minot State College
Valley City State College
Williston State College
Florida A&M
Rutgers
University System of Tennessee
University System of Nebraska
University System of California
University of South Carolina
Ball State University
University of North Carolina
Houston Community Colleges
Brandeis University
Madison Area Technical Colleges
City Colleges of Chicago
National Defense University
2905 Jordan Court Suite B-219
|
Program Management, CIO Advisory/ITIL, DBA, HCM and Financials
Campus Solutions. CIO Advisory. Infrastructure. Security
Campus Solutions. CIO Advisory. Infrastructure. Security
Campus Solutions. CIO Advisory. Infrastructure. Security
Campus Solutions. CIO Advisory. Infrastructure. Security
Campus Solutions. CIO Advisory. Infrastructure. Security
Campus Solutions. CIO Advisory. Infrastructure. Security
Campus Solutions. CIO Advisory. Infrastructure. Security
Campus Solutions. CIO Advisory. Infrastructure. Security
PS Financials and HCM. Project Management. Change Management
Project Management
I/T Infrastructure. Advisory Services
Advisory Services
Advisory Services
Project Management, Infrastructure Services, Development and Testing
Program Management and Advisory Services
Project Management. Reporting. EPM. Development. Campus
Solutions. Testing. Training.
PeopleSoft EPM. OBIEE. Training.
PeopleSoft Financials. Project Management. Development. Training
PeopleSoft Project Management. Infrastructure Services. Campus
Solutions and HCM assistance
PeopleSoft Project Management. Infrastructure Services. Campus
Solutions, HCM and Financials assistance.
Project Management. Development. Reporting. Campus Solutions
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
4.2.3. Each Proposer must provide MCCCD with a list of all clients who now have Oracle/PeopleSoft Campus
Solutions, Oracle/PeopleSoft HCM, Oracle e-Business Suite Financials, ERP Portal applications, in production
as a result of using the Proposer’s services.
Client Name
PeopleSoft
HCM
PeopleSoft
Campus
Solutions
New York University
3
Emory University
City Universities of New York
3
3
3
Georgia Institute of Technology
Medical College of Georgia
University System of Georgia (The
following italicized schools are part of
USG
Albany State University
Portal
Solutions
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
Abraham Baldwin Agricultural
College
Armstrong Atlantic State University
Atlanta Metropolitan College
Bainbridge College
Augusta State University
Clayton State University
College of Coastal Georgia
Columbus State University
Dalton State College
Dalton College
East Georgia College
Fort Valley State University
Gainesville State College
Georgia Highlands College
Georgia Gwinnett College
Georgia Southern University
Georgia Southwestern State University
Georgia State University
Gordon College
Macon State College
Kennesaw State College
North Georgia College
Middle Georgia College
Skidaway Institute of Oceanography
2905 Jordan Court Suite B-219
Oracle e-Business
Financials
|
Alpharetta, Georgia 30004
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
3
3
3
3
3
3
3
3
3
Savannah State University
Southern Polytechnic State University
University of West Georgia
Valdosta State University
Waycross College
University of Texas- Tyler
University of Texas-Dallas
University of Akron
Lorain County Community College
Bismark State College
Dickinson State University
Lake Region State College
ND State College of Science
Mayville State College
Minot State College
Valley City State College
Williston State College
3
Florida A&M
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
Rutgers
3
University System of Tennessee
3
3
3
3
3
3
3
3
3
3
3
3
3
University System of Nebraska
University System of California
3
3
3
3
3
University of South Carolina
Ball State University
University of North Carolina
Houston Community Colleges
Brandeis University
Madison Area Technical Colleges
City Colleges of Chicago
National Defense University
3
Social Security Administration
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
3
3
3
US Census Bureau
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
4.2.4. Each Proposer must provide the name of the specific services lead who will be assigned to coordinate the
MCCCD project(s).
Functional Area
Resource Name
Executive Support
Higher Education Advisory Lead
PeopleSoft HCM Lead
PeopleSoft Campus Solutions
PeopleSoft EPM/Data Warehouse/OBIEE
Infrastructure Services
Role in Organization
Rob Cardelli
John Graham
Barbara Sanborn
Michalynn Hacker
David Barlow
Brian Ellis
President
CIO Advisor
HCM Practice Manager
Practice Director
Practice Director
Practice Manager
Teresa Lussier
Practice Manager
(includes databases, portal, identity management, networks and disaster recovery)
Oracle E-Business Financials
4.2.5. Each Proposer shall provide a representative list of resumes for people who could be assigned to the
MCCCD based on the categories described below in section 5.1.
Resumes Attached In Separate Section
4.2.6. MCCCD reserves the right to refuse any subcontractor the vendor offers. All resumes, work histories, etc.
will be provided to MCCCD for any suggested subcontractor the same as required for any vendor.
Peak Performance Technologies understands and will comply
4.2.7 Each Proposer must submit copies of the Proposer's latest annual report, latest audited quarterly report,
latest 10K statement, Dunn and Bradstreet ratings, and any other evidence of the Proposer's financial status. If
the company is a subsidiary of another company/corporation, audited financial statements for the parent
organization must be provided.
Peak Performance Technologies is a private company. We have never taken out any loans and have
been profitable since inception. Our finances are impeccable and we have a $250,000 line of credit
should we ever need it with Bank of America in Atlanta, Georgia. We have only had to tap into this line
one time since inception and that was for less than $30,000 to cover a delay in payment from a large
federal government customer.
All of our vendors have been paid on time since inception including any independent contractors we
have utilized.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
4.2.8 Each Proposer must submit the organizational chart of the company and an organizational chart of parent,
subsidiary, or subcontracting companies outlining relationships between entities.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
4.2.9 Each Proposer must state whether proposer, or any predecessor entity of which proposer was a part or
which is now a part of proposer by merger, acquisition, or otherwise, or any officer, agent, or employee of any
of the foregoing, has, to the best of the proposer's knowledge, information, or belief:
Peak Performance Technologies is in discussions surrounding a merger with The Gilfus Education
Group. They are an industry leading Higher Education Consulting firm whose CEO was the founder of
Blackboard and their chief product developer. If this deal is finalized Peak Performance Technologies
will remain a wholly owned subsidiary and there will be no effect on our business operations. Our
capabilities will increase to include Cloud Computing, LMS, Institutional Effectiveness and Content
Management.
4.2.9.1 Ever been the subject of any criminal investigation, prosecution, or conviction for any alleged
act or omission related to the activities of said business or within the scope of their responsibilities as an
officer, agent, or employee of any of the foregoing; or
Not an issue
4.2.9.2 Ever terminated said entity's contracts or had its contracts terminated prior to the completion or
normal expiration of the term thereof; or
Never
4.2.9.3 Sued or been sued for breach of contract, misrepresentation, fraud, or any form of infringement
(e.g. copyright, trade secret, patent, etc.). If so, provide full details as to any such incident.
Not an issue
4.2.10 The vendor will be expected to sign and observe all pertinent and standard MCCCD security, data access,
and non-disclosure statements as may be appropriate regarding employee data, student data, financial data, or
system software, which may become accessible to the vendor.
We will comply
4.2.11 MCCCD encourages free and open competition. Whenever possible, specifications, proposal invitations
and conditions are designed to accomplish this objective, consistent with the necessity to satisfy MCCCD’s
needs and the accomplishment of a sound economical operation. The Proposer’s signature on this proposal
guarantees that the prices offered have been established without collusion with other eligible Proposers and
without effort to preclude MCCCD from obtaining the lowest possible competitive price. The award will be
made to the responsible offeror whose proposal is determined to be most advantageous to MCCCD based on the
evaluation factors set forth in Section 3 of this Request for Proposal.
We understand and will comply
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
4.2.12 MCCCD reserves the right to negotiate with any and all vendors on all aspects of this RFP.
We understand and will comply
4.3 DEVIATIONS FROM RFP
Proposers must specifically provide a separate listing of each circumstance in which their proposal differs from
any terms or conditions of the request for proposal. Failure to list such a deviation will result in that terms of the
proposal being disregarded in favor of the correlative term(s) of the RFP.
We have no issues
4.4 SIGNATURE
The Contractor shall furnish and include the above data with their proposal. Statements are required to be
complete and accurate and they shall be signed by an authorized signatory of the company, sworn to and
notarized, if requested. A proposal submitted by an agent will have a current Power of Attorney, attached,
certifying the agent’s authority to bind the Proposer. Omission, inaccuracy, or misstatement may be sufficient
cause for rejection of the proposal.
We understand and will comply
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Section 5- Scope of Work
5.1 Describe Proposer’s services, daily and total costs associated with services by specialty or job title, resumes
for individuals who could provide the services to MCCCD, and sample materials used. Special notation must be
made if the Proposer plans to use a subcontractor for the provision of any or all services. Describe products that
are being proposed, license fees and usage limitations, including annual maintenance costs.
Peak Performance Technologies will provide a comprehensive rate card for different sets of relevant
skills. In this rate card will be onsite and remote rates for you to work with. Resumes will be broken
out into each of these major headings to examine the level of skills we can provide in each area.
5.1.1. Project Leadership: MCCCD may seek assistance in coordinating the implementation of the
Oracle/PeopleSoft applications and related systems as well as future migration or upgrade efforts.
This is our strongest area. Peak Performance Technologies employs some of the most experienced
PeopleSoft senior managers in the industry and our ability to provide full time, part time or “as
needed” project management, program management and organizational change management
assistance to higher education clients who need assistance managing these implementations yet lack the
sufficient funds to justify paying for full time assistance. We are well known for serving as
“player/coaches” where we help setup a PMO structure, create the project plan and help the client’s
team manage the plan effectively using our 3rd party oversight model. We will identify periods of time
that an extra set of eyes should be involved and we can help you monitor the engagement’s progress
throughout the lifecycle in an effective and efficient manner. The resources who will help you in this
area have worked with several colleges if not dozens and many have been employees of universities in
the past and can bring a unique perspective from a consultant and former customer point of view.
Finally, we will bring project plans and templates to the team so you do not have to reinvent the wheel
and spend money in areas that we can simply give you a few former successful plans and use them as a
baseline for your final implementation plan.
Resumes: Robert Cardelli, Suresh Pandurangam, Tina Travis, Kim Zaffino and Vickie Martin
Based on your specific scope of work we will identify our consultants who are best able to match the set
of requirements. All of our project managers are subject matter experts in their respective disciplines
and can serve as a Solution Architect as well if needed. This way you are essentially getting 1.5 to 2.0
FTE’s for your money.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
5.1.2. Application Implementation: MCCCD may seek assistance in implementing additional enterprise
application modules and would require set-up, configuration, and functional expertise.
Peak Performance Technologies has consultants with expertise implementing almost every PeopleSoft
and Oracle e-Business module in the market. There are a few supply chain products that we have not
touched that are most assuredly not in production or even owned by MCCCD. In the PeopleSoft HCM
space this is our most popular set of skills that we provide clients and the President of Peak
Performance Technologies was on the design team for one of the products many years ago. We have
subject matter expertise in every HCM area and we are able to provide full time, part time, onsite,
remote and “as needed” assistance to help you manage your implementations and upgrades efficiently
and cost effectively. All of our consultants can wear multiple roles on a team and can help with
planning, design, configuration, testing and training. Additionally, most of our team are also able to
serve as change management experts and project managers if needed. Below is a matrix that shows the
number of PeopleSoft HCM consultants we have along with other relevant factors.
PeopleSoft HCM Consultants
Specific Skills
Number of
Resources
22
7
5
11
2
HR/Base Benefits and Payroll
Benefits Administration
Time and Labor
ESS/MSS/Workflow
Pension Administration
Average Years
of Experience
9
10
10
9
10
Number of Consultants Who
Have Personally for President
18
7
4
9
2
HCM Resumes Included: Barbara Sanborn, Kevin Grace, Sriram Konkipudi, Padma Aluru, Pam Price, Vani
Row, Riffe and Vamshi Krishna.
Campus Solutions
Specific Skills
Admissions/Records
Student Financials
Financial Aid
Contributor Relations
Gradebook
Number of
Resources
11
7
5
4
4
Average Years
of Experience
8
10
8
9
7
Number of Consultants Who
Have Personally for President
8
6
5
4
3
Campus Solutions Resumes Included: CJ Tibbs, Sudheer Bollam, Sarat Chandra, Sam Islam, Kevin Gao,
Bhushan Athale, Kiran Varry, Ram Krishna, Stuart Jordan, Uday Bagampalli and John Banegas
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Oracle e-Business Functional & Technical Resources
Specific Skills
Number of
Resources
6
11
4
7
6
3
4
7
9
14
6
11
3
General Ledger
AP/PO
AR/Billing
Fixed Assets
Cash Management
Grants
Infrastructure
DBA’s/System Administrators
Senior Developers (10+ yrs)
Mid Level Developers (5-7 yrs)
Reporting
Forms/Workflow
Security
Average Years of Experience
11
9
9
10
6
5
11
8
11
8
9
8
7
Oracle E-Business Resumes Included: Agus Widjaja, Alan Green, Jeff McDonald, Dave Dozier, Srinivasan
Tirunelveli, Scott Singer, Todd Greenquist, Karun Jayaraman and Srini Tirunelveli.
5.1.3. Hardware and Database Configuration: MCCCD may seek assistance in capacity planning and
performance tuning of ERP applications in all tiers of the application.
Brian Ellis heads up this practice for us and is a former PeopleSoft Inc. executive. He has over 15 years of
hands on expertise helping customers implement and stabilize their PeopleSoft environments. All of the
resources working for Brian are subject matter experts in their respective disciplines and this includes architects,
database administrators, performance tuners, disaster recovery planning experts, data center design experts,
security and LDAP experts and just about everything in between. His team has worked on every platform
PeopleSoft is supported on (and a few that aren’t) and we can provide full time, part time, onsite, remote or “as
needed” assistance in most of these areas. Finally, Brian and his team are well connected with the hardware and
software vendors and can help you with vendor selections, pricing strategies, collaboration and shared service
models and project team training if necessary.
Resumes Included: Kerensky Rowan, Larry Williams, David Stephens and Kevin Doran. We have other
resources but these three have an average of 13 years of experience each and typically handle all of our
education clients.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
5.1.4 Software Development: MCCCD may seek training and assistance to implement, support, and extend the
applications using PeopleTools and other Oracle-specific tools such as Forms, Reports, XML Publisher, Crystal
Reports, etc.
This is another area Peak Performance Technologies can help provide subject matter experts at
exceptionally attractive rates. Our ability to provide onsite, remote, full time, part time and “as
needed” consulting in the development arena allows our clients to augment their project teams if they
fall behind or focus their internal team’s attention on more value added activities. Typically we
recommend our clients lead any “conversion” activities b/c they know the data. Interface, report and
development efforts are typically more “commoditized” and can be done effectively using 3rd party
consultants. We can provide any of the skills you required for PeopleSoft or Oracle e-Business
development platforms.
Before we provide any resources our Engagement Manager works with the customer to identify if specific
technologies such as Component Interfaces, Application Engines, XML Publisher or anything else are the key
and then we make sure you only work with resources who are experts in those areas. We provided a few flavors
of consultants for you and
PeopleSoft Technical Resources
Specific Skills
Infrastructure
SOA/Fusion/OEM
DBA’s/System Administrators
Senior Developers (10+ yrs)
Mid Level Developers (5-7 yrs)
Reporting
EPM
Security
Number of
Resources
18
13
14
16
22
11
13
9
Average Years
of Experience
9
7
9
10
6
9
10
10
Number of Consultants Who
Have Personally for President
15
7
10
16
17
10
11
8
PeopleSoft Technical Resumes Included: Richard Sharp, Anumit K, Ajay Kumar, Harshal, Caprice Ayers, Ed
Creech, Ed Halter, Venkat RavipatiKerensky Rowan, Kevin Doran, Larry Williams, Raj Kuppa, Sri Vutla and
Srini Bodduluri
5.1.5 Related Products: MCCCD may seek assistance in the addition of related products such as electronic
forms developments tools, automated/streamlines workflow, document imaging solutions that operate as ad-on
products within or with the e-Business or PeopleSoft framework.
We can help in almost any area you need assistance in. We have worked with most of the major
document imaging products and helped interface to PeopleSoft and Oracle’s products. We can help you
design and implement workflow technologies and create electronic forms with signatures to reduce
paper and streamline operations. The consultants we provided in Section 5.1.4 can more than likely
handle any of this work but if there was a specific set of skills you required we would try to match one of
our consultants to the requirement or introduce you to a 3rd party firm that specializes in that particular
technology. We won’t lie and try to be everything to everyone.
5.1.6 Testing: MCCCD may seek assistance in the development and implementation of testing ERP applications
and related systems.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Peak Performance Technologies can help in all aspects of testing ranging from our developers who will
perform the unit testing during development activities to integration testing to system testing to
performance testing to user acceptance testing. We will bring test plans and scripts to you for a
baseline so we don’t need to reinvent the wheel and our resources can provide as much (or little)
assistance as you require. This is typically an area we can drive down costs by having our resources
available remotely “as needed” to debug issues, lend an extra hand if you are getting behind or take the
workload off of your team to focus on other activities. Any resource you get from us will be an expert in
testing the functional and/or technical aspects of the modules in which the are working.
5.1.7 Documentation: MCCCD may seek assistance in the development of technical and end-user
documentation.
During the Project Planning Phase we work with the clients to identify who is responsible for
documentation. This is one of the most important activities and it is important to ensure everyone is on
the same page early in the engagement. Typically we recommend that the customer take responsibility
for these deliverables BUT we are there to assist by providing prior project documentation to use as a
starting point and helping make the technical and end user documentation “client specific.” We have
expertise in the PeopleSoft UPK tool and we can provide as much or as little assistance in the
documentation area as possible. This is usually a good area to do internally to save money and we
usually have our functional and/or technical leads work with the client to ensure the work is being done
properly and provide quality assurance, lessons learned and best practices to ensure it is done
effectively.
5.1.8 Training: MCCCD may seek assistance in the development and provision of end user technical and/or
functional training
Peak Performance Technologies has extensive expertise training our client teams in the functional and
technical usage of their PeopleSoft and/or Oracle e-Business products. Specifically, Michalynn Hacker
is a former PeopleSoft/Oracle Inc. instructor and is nationally recognized as one of the best Campus
Solutions and EPM trainers in the nation. She oversees all training programs and will help you plan
and execute your unique training initiatives.
5.1.9 Reporting: MCCCD may seek assistance in the development and implementation of Enterprise Reporting,
data warehousing, and Decision Support Systems.
We can provide expertise in all of these areas. David Barlow who manages our EPM and Data
Warehouse Practice is a former product expert from Oracle and has worked on some of the largest and
most complex PeopleSoft EPM/OBIEE initiatives in the nation. He personally oversees all of our EPM
customers and serves as the QA Manager for any engagement. We have expertise at providing project
management, HCM, Financials and Campus Solutions Data Mart assistance, ETL Development,
Training and Testing in all aspects of Reporting. We can also help you design, develop and test Oracle
e-Business reports and in both PeopleSoft and Oracle e-Business scenarios we can provide onsite,
remote, full time, part time or “as needed” consulting assistance to drive your costs down.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
5.1.10 Directory Integration: MCCCD may seek assistance in the development and implementation of
Directory Integration between the Enterprise application and Maricopa central directory system.
Brian Ellis and his infrastructure and technical team can help you in almost any area surrounding your
Directory Integration initiatives. This is not an issue and we can provide full or part time assistance as
needed. Currently we are helping several customers with their Identity Management initiatives and
working with the LDAP and Director teams is integral in the success of these rollouts.
5.1.11 Portal: MCCCD may seek assistance in the development and implementation of Enterprise Portal
Solutions.
We can provide subject matter expertise at any level in the design, development, branding and testing of
your enterprise portals. This is an area that customers are becoming savvier in and we typically have
to re-implement the Employee and Manager Self Service applications to better leverage internal portal
technologies that may have changed since the original implementation. Most of our portal consulting is
done onsite to foster the knowledge transfer but we can do some development remotely.
5.1.12 Enterprise Management: MCCCD may seek assistance in the deployment and operation of enterprise
management tools.
Brian Ellis and his infrastructure and technical team can help you in almost any area surrounding
deployment of enterprise management tools. We can help you network with your peers in the industry to
share their lessons learned and identify “gotchas” that the software and hardware vendors typically
don’t tell you about. We can provide strategic vendor selection assistance, implementation, support and
in come cases; training. This is an area that we can potentially help in but it will depend on the specific
technology in question..
5.2 Maricopa assumes the assignment of internal resources. Describe what process you will use to train these
individuals in your tools and preferred methodologies.
Peak Performance Technologies has a 100% successful track record with all of our customers when it
comes to helping with knowledge transfer. The project isn’t done until the client knows how to use the
new technology and manage their day to day business operations effectively. During the Planning
Phase we identify a Knowledge Transfer plan. This includes dedicated tasks, deliverables and
milestones for specific functional and technical components of the project. We bundle this with our
organizational change management plan and it is essential that we include a client sign off process to
ensure the appropriate client team members sign off that THEY are comfortable with the technology or
new business process.
Additionally, we are always available to help answer questions. We do not charge for a client to call us
weeks and months down the road and walk them through something. It is common that our consultants
schedule Web Ex sessions with past clients to review principles of the implementation or reeducate them
if they forgot something. This is particularly true when it comes to PeopleSoft Benefits Administration
(Open Enrollment), Payroll (Year End) and Manager Self Service (e-Performance). We like to write a
project charter and include a knowledge transfer plan to ensure customers get what they need and
expect and a governance structure is implemented to ensure we do NOT cut corners to save time or
money.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
5.3 Describe any experience implementing major software applications within a higher education organization,
including the name of the organization, the application/s (including vendor/s) implemented; the project
timelines, and the extent of involvement by the Proposer.
Peak Performance Technologies only works with public sector customers. Currently 75% of our
revenues are derived from Colleges, Universities and K-12 clientele. We are experts at implementing
PeopleSoft in the Higher Education arena. We have worked with two colleges in the past that used
Oracle e-Business. Rutgers University (Oracle e-Business Financials) and Ohio University (Oracle
Financials). In both situations they were implementing PeopleSoft HCM and Campus Solutions
products and in both situations there was great frustration. The integration between the two platforms
has gotten better but the fundamental technologies are very different and require different development
teams. In an earlier section we provided an extensive list of where we worked with colleges and
universities. If additional information is requested we will be happy to provide it.
5.4 Describe the extent of experience by the Proposer with People Tools, SQR, PL/SQL, Java, Application
Engine, COBOL, Workflow, SOA, Oracle/PeopleSoft Student Administration and/or HCM, eBusiness Suite, or
any other products relevant to this RFP.
Peak Performance Technologies has extensive expertise in all of these areas. PeopleSoft and it’s
associated technologies are by far our greatest strength but we have helped several large Federal
Agencies with Oracle e-Business Financials and Supply Chain implementations and our consultants in
this area are mostly ex Oracle Inc. resources with a great deal of commercial and government
experience. Based on the requirements outlined in your RFP we do not believe there is any area that we
can not assist you with at this time. Additionally, we have expertise in XML Publisher and Component
Interfaces that typically get utilized when using the latest version of PeopleSoft. We are experts at
upgrades and we will help you with planning activities mostly FREE of Charge when the time comes.
5.5 Describe the length of time the Proposer has been in business as the entity responding to this RFP.
Peak Performance Technologies was formally incorporated January 3, 2008. Our consulting practice
was divested from another public sector consulting firm called Capital City Technologies. Robert
Cardelli was a managing partner in that firm and oversaw the “non federal” consulting practice that
included Higher Education, State/Local Government and K-12. The divesture took place so the parent
company could focus exclusively on Federal and Department of Defense contracting and leverage their
GSA Schedule. Non Federal agencies have a very difficult time paying the much steeper rates included
in GSA Schedules so the divesture took place. Peak Performance Technologies brought the previous
non federal customers over to the new entity and as such never had cash flow or funding issues. We
grew 1400% in 2009 and are looking at another stellar year. Peak Performance Technologies is wholly
owned with no outside investors. Jennifer Cardelli owns 100% of the stock and we are WBE Certified
in multiple states.
5.6 Describe the number, experience, and specialties of the Proposer’s staff dedicated to the
PeopleSoft or e-Business practice. Please include resumes of potential proposed staff.
This information is included in earlier sections and the resumes will be included in the appendix in
specific folders detailing out PeopleSoft HCM, Campus Solutions, Technical, Project Managers and
Oracle e-Business. If additional information is required we will provide it immediately.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
5.7 Describe what facilities and staff, if any, are permanently located in the Phoenix, Arizona metropolitan area.
Peak Performance Technologies does not have an office in Arizona. We have one in Nevada and
another one in California. The consultants we are proposing will come from all over the nation but a
heavy concentration will most assuredly come from Texas, Utah, Colorado and California. We have
three consultants who reside in Arizona. At this time we are not sure if they will be slated for your
engagement. Two of them are PeopleSoft HCM Functional and one is a PeopleSoft Infrastructure
Architect and Upgrade Expert.
5.8 Describe any products within the Oracle or PeopleSoft environments that you may be able to offer MCCCD
to enhance the operation of their Oracle/PeopleSoft systems.
If and when we help with your PeopleSoft upgrades we will be leveraging the latest version 8.5 tools
platform. We will have opportunities to start moving away from SQR and utilize Application Engines,
Component Interfaces, Integration Broker and XML Publisher. Oracle is moving away from SQR and
we will help you leverage new technologies. Additionally, we will help you use Oracle’s OEM tools and
better manage your upgrade using the latest Upgrade Analyzer functionality that significantly improves
the upgrade process.
Finally, we are experts at PeopleSoft Security. We will help you streamline existing security models and
potentially move the maintenance of security out of the “technical” hands and into the departmental
areas now that the latest version doesn’t require a rocket scientist to figure out how to use it.
If you are interested we could also help you with Identity Management. The latest tools in this space
are excellent and we can help you design and rollout solutions to integrate with your PeopleSoft and
Oracle e-Business platforms.
We can provide subject matter expertise in the area of PCI Compliance, FERPA and Payment
Gateways. Financial transactions are being targeted by hackers and pose a serious threat to all
institutions. We have helped three colleges now with the integration of PCI Compliant Solutions and
their PeopleSoft and Oracle products and we can help you in this area if it is something you require
assistance in.
Finally, Peak Performance Technologies has expertise in working with public sector shared service
models. We can help streamline internal policies, procedures and process flows and identify areas for
improvement to better share fixed costs, lower costs, better leverage internal resources and enhance the
ERP and I/T operating environments.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
5.9 Specify the process Proposer will use to communicate organizational changes that impact these services to
MCCCD.
Peak Performance Technologies has a very effective account management structure. For MCCCD we
would propose assigning Robert Cardelli as your client partner. He will be responsible for ensuring all
aspects of your engagements are managed effectively and to your satisfaction. His involvement
typically entails conference calls and regularly scheduled site visits to provide quality assurance advice
and counsel. If any project team members for whatever reason were having an issue or we needed to
replace them we work with the customer project management team to identify whether an exact set of
skills is needed or if someone a bit different might be preferable. We then provide two to three
consultants for the team to interview. Prior to the customer ever talking to these consultants we will
walk them through our internal project team interview process to ensure they have the functional and/or
technical skills to do the job and most importantly; the cultural fit to integrate with the existing project
team. Only after the have passed OUR internal hiring process would you ever speak to them. We
would not waste your time. We can refine this process to accommodate any specific needs or
requirements you might have.
5.10 Provide the maximum percentage price increase for years two to five as compared to year one.
Typically we have the following model for price increases: Years one and two there are no price
increases. Years 3 and 4 there will be a 5% increase. Year five will be an additional 2%.
5.11 Maricopa prefers that the Proposer provide workstations and administrative support for their own
employees.
Peak Performance Technologies will comply
5.11 Documentation and all deliverables resulting from this contract shall remain the property of MCCCD.
Peak Performance Technologies will comply
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Section 7: Respondent Questionnaire
Provide all requested information. Failure to provide required information may cause the proposal to be deemed
non-responsive.
7.1. Description of Firm/Personnel
A. Describe your firm and your specific experience and history for the past 10 years, including a list of clients
by type and name of institution, location and types of services provided.
Peak Performance Technologies is a public sector consulting firm that currently focuses 75% of all of
our consulting efforts in the Higher Education arena. Our leadership team has been working with
PeopleSoft and Oracle applications since the early 1990’s and we are subject matter experts in the
functional and technical aspects of the product lines. Our greatest contribution to customers has been
in the area of organizational change management. We know how to implement these complex ERP
technologies in your industry. The products work out of the box. The challenge is aligning the culture
and the organization around the inherent best practices built into the technology. That is where we
provide the greatest value.
In earlier sections we identified the colleges and universities where we have provided specific services
and we will be happy to answer any additional questions you might have. In addition to the colleges
and universities outlined in the earlier section we have helped the following public sector customers
with their PeopleSoft and Oracle implementations. The customers in RED were e-Business accounts.
Federal Government
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Department of Treasury
Department Agriculture
IRS
GAO
Library of Congress
US Forest Services
Homeland Security
Housing & Urban Development
DIMHRS
ATF
Department of Justice
Air force (DEAMS)
Air force (ECSS)
Marine Corp.
Health & Human Services
Medicare/Medicaid
Social Security Department
2905 Jordan Court Suite B-219
|
State Government
•
•
•
•
•
•
•
State of Georgia
State of New Jersey
State of Texas
State of Florida
State of Ohio
State of Indiana
State of North Dakota
Alpharetta, Georgia 30004
|
Local Government
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Weld County, CO.
Lancaster County, PA.
Washington County, MD
City of Overland Park, KS
City of Lakeland, Florida
City of Tampa, Florida
City of Charlotte, NC
City of Atlanta
City of Cambridge, MA
County of Fresno, CA
County of Napa, CA
City of Minneapolis, MN
City of Clearwater, FL
City of Provo, UT
City of Des Moines, IA
Lucas County, OH
City of Louisville, KY
City of Huntsville, AL
DeKalb County, GA
Gwinnett County, GA
Mahoning County, OH
City of Boise, ID
City of Pittsburgh, PA
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Services Provided:
Peak Performance Technologies has a unique presence in the Public Sector consulting market. We only work with
public sector customers and we have a wide array of services that allow our team to work across most departments
and agencies in education and government clientele.
Advisory Services ‰ CIO ‰ CFO ‰ ERP ‰ Activity Based Costing We are experts at helping public sector organizations including Higher Education create a portfolio of projects by using Activity Based Costing to identify projects and their associated ROI which is used to secure capital funding. This material is displayed in dashboard views and used to prioritize future projects according to business’s true requirements. Our advisors can help full time, part time, onsite, remote or “as needed” and typically come from industry and can provide valuable insight into how to prioritize your projects to optimize resources (humans and budget) while taking into consideration the impact of the business transformational change that will be associated with the endeavors. Program Management Services ‰ Program Managers ‰ Project Managers ‰ Change Management Resources ‰ Learning Management Once the portfolio of projects has been approved by management; Peak Performance Technologies can step in and provide program management support as needed. We can perform full time or part time project management assistance based on the needs of the client. We are one of the few firms capable (or willing) to provide expert level project management assistance on a part time basis. Our goal on every project is to serve as a player/coach and mentor our client staff to manage their projects effectively relying on expert level advice complete with lessons learned, best practices and introductions to many different customers so peers can share their personal stories. We can bring you PMO models along with the methodologies, tools and templates to use as a baseline so you do not have to reinvent the wheel. Our Change Management experts will help you ensure all aspects of your engagements are thoroughly mapped out and we will help you navigate the challenges of implementing policies, procedures and process flows associated with these complex projects. Implementation and Upgrades ‰ New implementations of PeopleSoft HCM, Financials, Campus Solutions and Business Intelligence products. ‰ Re­implementations and clean up of existing platforms ‰ Upgrades ‰ Onsite and Remote services based on deliverable based phases ‰ Strategic Staffing services (full time, part time access to PeopleSoft subject matter experts) The functional and technical resources from Peak Performance Technologies average a dozen implementations or upgrades over the course of their careers. The vast majority of our consultants come from either the “Big 4” system integrators, nationally recognized mid sized consulting firms or PeopleSoft Inc. Any resource provided by our firm will have expertise in all aspects of the project lifecycle and all of our resources are adept at working onsite and/or remote while following a deliverable/milestone based implementation methodology. Finally, our consultants are experts at implementing these products in YOUR industry and have the organizational change management experience to help you with the transition to the new system. 2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Infrastructure Services ‰
‰
‰
‰
‰
‰
‰
Data center design Platform migrations Technical hosting services Post Production support services Data Warehouses Identity Management Disaster Recovery Services Strategic Staffing Today’s PeopleSoft and Oracle customers are extremely savvy when it comes to managing their internal
applications. Because of the difficult economic conditions facing the nation new implementations are few and
far between and the reality is ERP products are rapidly becoming “legacy” systems. The majority of our clients
are previous customers. They helped our firm create the models that we have in place today including our
onsite, remote, full time, part time and “as needed” services. We have become adept at sitting down with
education and government customers and talking about what projects NEED to be done and which are nice to
have. We are able to create innovative implementation and support models to drive down costs and fill in the
gaps of your internal projects teams. We are one of the few consulting firms that will sit down and provide top
level consultants on a part time basis. We can do this because we are open and honest about what options exist
and we can help you implement sharing models with your peers who are in the same boat and need the same set
of skills yet can not afford full time assistance. Our ability to work collaboratively with our customers has
earned us valuable political capital and we believe it is the right thing to do.
We can provide functional, technical and project management support in all of the areas outlined in your RFP
and we stand ready to assist you in your upcoming endeavors.
B. Identify the key staff (exclusive of support or administrative staff) in the firm who will have primary
responsibility for work under this contract.
i. Describe their current responsibilities with the firm
ii. Describe the role each will play if a contract is awarded to the firm
iii. Provide a resume of each individual who would be working on the contract, if awarded, including:
1. Their length of service with the firm
2. Their education and specific experience in the field and relevant clients that they have served as a
financial advisor in the last five years
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
We provided a lot of this information earlier in the document but we will elaborate below.
Robert Cardelli- President & COO
Robert Cardelli is the President and Chief Operating Officer of Peak Performance Technologies. He
oversees all operations including sales and delivery and he personally helps manage our strategic
accounts where he serves as a quality assurance advisor and at times a HCM Solution Architect.
If we are awarded this contract Mr. Cardelli will be your client partner. You will have access to him 58 hours a week on average for FREE to assist with project management and change management
related activities. He will personally oversee all resources that are assigned to your account and he
will be your final escalation point should you have any issues whatsoever.
Rob’s resume is attached in the appendix
Rob was one of the founders of the firm and was with the previous company that Peak Performance
Technologies divested from.
Mr. Cardelli has a BBA from the University of Georgia and an MBA from Georgia State University.
Mr. Cardelli has over 15 years of PeopleSoft and Oracle Consulting experience and was formerly a
partner with Accenture in their Education and Government consulting practice. Mr. Cardelli has
worked with over 60 colleges and universities and will be a valuable resource for your team to leverage
in the weeks and months to come.
John Graham- Advisory Services Practice Director
John Graham is the former Executive Director from the University System of Georgia. Prior to joining
Peak Performance Technologies he was our customer for almost a decade. He was in charge of a
shared service center that supported 32 state colleges and universities across the state of Georgia and
prior to that role he served as the CIO for one of the universities.
John will be responsible for any advisory or potentially program manager work that might be needed at
your site. Mr. Graham is an expert in ITIL based methodologies and is regularly called upon by higher
education executives to perform I/T Governance Assessments and Institutional Effectiveness Audits to
provide insight into how the university can improve its core business processes.
John joined Capital City Technologies in early 2007 as an advisor there and then moved over to Peak
Performance Technologies during the divesture.
John has over 30 years of executive leadership in the higher education market place.
Steve Johnson- VP Consulting Services
Steve is responsible for overseeing operations of the different functional and technical service lines that
we offer. For the purpose of this project we will have Rob Cardelli run point on your account because
of his intimate knowledge of PeopleSoft HCM and his breadth of experience in Higher Education. Steve
has done a great deal of work in commercial and local government but has limited experience in the
Higher Education market. For this reason we will allow Rob to be your main point of contact and he
can work with Steve as needed to ensure everything runs smoothly.
Steve has been working with Peak Performance Technologies since 2008.
Barbara Sanborn- HCM Practice Lead
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Barbara has over 13 years of PeopleSoft HCM experience and has been working in the consulting
market for almost 25 years. Any work that is HCM related will most assuredly involve Barbara and she
and Rob Cardelli will work together to ensure your team gets whatever they need. Barbara is a project
manager and solution architect with subject matter expertise in several functional disciplines.
Currently Ms. Sanborn is leading several initiatives for the Federal Government that are scheduled to
wrap up in the next few weeks. Its possible Barbara could be one of your consultants if the timing is
right.
Barbara has worked with many of the team at Peak Performance Technologies for over a decade and
has worked with the firm since 2008.
Brian Ellis- Infrastructure Services
Brian has worked with Robert Cardelli for almost 12 years and the two have been close personal
friends for almost 28 years. Brian will oversee any infrastructure or development initiatives and is one
of the most knowledgeable PeopleSoft/Oracle technical experts in the nation. Additionally, Brian is an
expert in I/T Governance and works closely with Mr. Graham to facilitate CIO Advisory Services and
routinely assists with infrastructure assessments and is he remains our focal point for all new
technologies including SOA, Fusion, Cloud Computing and Software as a Service.
Brian has been working with Peak Performance Technologies since our previous company and has
worked with Robert Cardelli for over a decade.
Teresa Lussier- Oracle e-Business Practice Manager
Teresa is a product expert with Oracle’s e-Business suite of applications. She has been working with
these products for over 13 years and was in an executive role at Oracle Consulting. Mrs. Lussier has
also served as the HRIS director for a large utility company where she managed the internal operations
that supported the organization. Teresa brings a unique blend of client and consulting skills to the table
and is an expert in organizational change management and project management. Any Oracle eBusiness project work will be managed exclusively by Teresa and most of the consultants in her group
worked for her at Oracle Corporation in the past.
Teresa has worked with the team for almost 5 years.
3. Other information that demonstrates specifically that the key personnel assigned to this contract have the
skills and experience to successfully perform the duties required under the scope of work.
iv. Provide an organization chart for the firm.
We provided this in an earlier section.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Provide any additional information that substantiates that the firm has other capacity or staff to perform the
scope of duties, above and beyond identified key personnel.
Peak Performance Technologies is confident that we have the leadership team, consulting staff and
proven track record of working with colleges and universities around the nation assisting with all of the
factors outlined in your RFP. We are a mid-sized firm and rely on our reputation and relationships in
this industry to survive. We take every project personally and our internal culture and the personalities
of the leadership team are contagious. We take every project personally and we would rather lose
money than lose a client relationship. We have nothing but our reputations and when we engage with a
new client we make sure we do everything in our power to ensure everything is managed as effectively
and cost consciously as possible. We have maintained a 100% customer satisfaction rating and our
leadership team has a stellar reputation that dates back to the early 1990’s.
It is important to reiterate that our firm is one of the few consulting organizations that is capable and
willing to sit down with a customer and partner to help manage budgetary constraints. How many firms
have you worked with that will offer “as needed” consultants for 5 hours or 500 hours without any
retainers or long legal contracts? We listen to your concerns and requirements and present flexible
options that we believe can meet your needs. If we can’t meet your needs we will be the first to tell you.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Section 7.2. Past Experience
A. Give the names, addresses, and telephone numbers of at least three (3) current professional client references
that you currently have under contract.
ATTACHMENT B
BIDDER REFERENCES (continued)
Federal, State or Other Political Subdivision Contracts
MCCCD is also interested in speaking with public agencies or educational institutions for whom you
have provided such products and services covered herein:
1. Company Name: New York University
Address: 627 Broadway New York, NY 10016
Phone #:
774 306 1798
Contact Person: David Tartaglia (Project Manager) tartag@nyu.edu
Contract Period: From: February 2009 To: Present
Describe Services:
Type(S) of Resources Provided
Program Management, Organizational Change Management, Infrastructure (PeopleSoft Architect to setup
global environments, Oracle DBA to install RAC and create new PeopleSoft database environments. PeopleSoft
Finance team lead (General Ledger, Commitment Control) and a business analyst with Accounts Payable and
Purchasing experience. Both had multi-currency. PeopleSoft Campus Solutions Admissions/Student Records
Functional Lead. Technical Developer with Application Engines and Security expertise. Planning on
implementing OBIEE and our team will be helping with the design and build of this solution.
Scope of the Assignment
NYU is rolling out a new campus to Abu Dhabi. Peak Performance Technologies provided the global Program
Manager to oversee the rollout of all applications including PeopleSoft. At the same time a new implementation
of Campus Solutions for NYU was going on and we had to help manage this from the client point of view. A 3rd
party system integrator was in charge of the overall engagement. This is a multi year assignment and we are
currently scoping out HR/Payroll for 2010.
Scope of the Services Your Firm Provided
See Above- Additionally, we had to build the project plan, manage the plan and provide functional and technical
resources as needed to fill holes in the project team. We have been providing onsite, remote and “as needed”
subject matter experts to help bring the total blended rates down and save money.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
2. Company Name: Emory University
Address: 201 Dowman Drive, Atlanta, Georgia 30322 USA 404.727.6123
Phone #: 404 713 4562 Fax #:
Contact Person: Angela Williams
Contract Period: From: February 2009 To: Present
Describe Services:
The leadership team at Peak Performance Technologies have worked with Emory for over a decade in a variety
of project.
Most recently we have done the following:
•
•
•
•
•
PeopleSoft Financials Team Leads for Asset Management and Projects (We subbed under Cedar Crestone
and Huron Consulting Respectively)
Team Lead for Reporting Solutions (Direct to Emory)
Team Lead for Organizational Change Management including UPK and Training (Direct to Emory)
PeopleSoft Technical Leads for Interface, Reports and Customizations pertaining to the version 9.0
implementation. (Direct to Emory)
Project Planning and Assessments for PeopleSoft EPM Implementation
o HCM Data Marts
o Campus Solutions Data Marts
o Financials Data Marts
o OBIEE
In the past we have helped with infrastructure, upgrades, PeopleSoft HCM upgrades, employee self
service implementations, Campus Solutions upgrade and testing and project management.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
3. Company Name: University System of Georgia (Medical College of Georgia)
Address: 1120 15th Street, Augusta, GA 30912
Phone #: 321 432 1925
Contact Person: Dr. James Price
Contract Period: From: 2001
To: Present
Describe Services:
Type(S) of Resources Provided
•
•
•
•
•
•
•
•
•
•
•
Project Manager. CIO Advisory (ITIL Based Assessment)
PeopleSoft Financials Upgrade (7.5 to 8.9) (GL, AP, PO, AR, BI, AM). Provided functional and technical
leads to assist with the upgrade and train the client.
PeopleSoft HCM Upgrade 7.5 to 8.8 (HR, Base Benefits, Payroll and e-Recruit) Provided functional and
technical consultants along with project management.
Benefits Administration Implementation (mostly remote implementation. Provided functional team lead and
a part time technical resource to do e-Benefits and Workflow)
PeopleTools Upgrades (Multiple over the last several years)
EPM assessment and prototype
Oracle Database Upgrade from 9 to 10.
Oracle Database Upgrade from 10 to 11
Reimplementation of SUN Solaris environment
Multiple Reporting and Interface development initiatives.
Project Planning for Version 9.1 HCM Upgrade
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
ATTACHMENT B
BIDDER REFERENCES (continued)
Federal, State or Other Political Subdivision Contracts
MCCCD is also interested in speaking with public agencies or educational institutions for whom you
have provided such products and services covered herein:
1. Company Name: Weld County Colorado
Address: 915 10th Street Greeley, CO 80632
Phone #: 404 723 8593
Contact Person: Cliff Smith csmith@co.weld.co.us
Contract Period: From: October 2008 To: Present
Describe Services:
Type(S) of Resources Provided
Project Manager. Program Management. CFO Advisory. PeopleSoft Upgrade Lead. PeopleSoft ESS/MSS
team lead for e-Performance install. PeopleSoft Time and Labor Lead. PeopleSoft Benefits Administration
Lead. PeopleSoft UPK lead. PeopleSoft Security Lead. PeopleSoft technical developer for interfaces, reports,
XML Publisher, Application Engines and custom bolt on retrofitting.
Scope of the Assignment
We helped this client create a portfolio of projects including PeopleSoft related. We helped them secure capital
funding and prioritize these projects according to resource availability and budget constraints. We helped them
create the project plan and assisted on a part time basis with the project management of several of the
PeopleSoft engagements. We provided functional team leads and technical resources to assist with the multiple
projects and our Client Partner helped provide quality assurance and risk management FREE of charge over
the course of the 11 month engagement. We are currently helping them with post production support and are
planning additional Employee Self Service rollouts.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
2. Company Name: Gwinnett County Public Schools
Address: 437 Old Peachtree Rd NW Suwanee, GA 30024-2978
Phone #: 248 219 7626
Contact Person: Steven Katz
Contract Period: From: January 2008 To: October 2009
Describe Services: The executives at Peak Performance Technologies have worked with this customer since
their original implementation in 1999. We have had executive relationships through three administrations and
continue to work closely with one of the largest independent school districts in the nation.
‰
‰
‰
Project Management, Estimating/Budgeting around a PeopleSoft HR, Base Benefits, Payroll, ESS/MSS and
Pension Administration implementation. We have also helped with General Ledger and e-Procurement
projects in the past and we can provide the references for this team if necessary. Steve ran the HCM
projects. Project originally started on version 8.3 and we helped them with their application upgrade to
version 8.9. The Pension Administration project is still going on and the customer is assessing moving to
version 9.0 and implementing Time and Labor, e-Recruit and new financial applications in late 2009.
We have provided PeopleSoft developers that worked with application engines, component interfaces and
the security model.
We helped lead the data conversion of the Pension Administration data into the PeopleSoft module.
3. Company Name: National Finance Center (Part of Department of Agriculture)
Address: 13800 Old Gentilly Road New Orleans, LA. 70129
Phone #: 678 431 5721
Contact Person: Bob Patti
Contract Period: From: January 2008 To: Present
Describe Services:
‰
‰
‰
PeopleSoft Shared Service housing USDA, Homeland Security Department, Library of Congress, GAO and
US Forest Services. The clients all run PeopleSoft HCM and are currently in the process of upgrading to
version 9.0. Peak Performance Technologies is assisting with Change Management, Functional and
Technical activities, upgrade activities using upgrade assistant tool, testing and UPK development.
Rob Cardelli has worked with Bob Patti in his previous roles when he was at other large PeopleSoft
accounts including Caterpillar and General Motors. Mr. Patti knew our capabilities and sought our
assistance when he stepped into the program manager role with the National Finance Center.
15+ locations including New Orleans, Washington D.C and the various agency offices.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
4. Company Name: Lorain County Community Colleges
Address: 1005 N Abbe Rd -- Elyria, OH 44035
Phone #: 605 270 0341
Contact Person: Dr. John Webster
Contract Period: From: March 2008 To: Present
Describe Services:
Type(S) of Resources Provided
PeopleSoft Project Management. PeopleSoft Functional HCM and Financials. PeopleSoft Technical
Infrastructure, DBA, Security and Development. Additionally, we have provided part time assistance around
Organizational Change Management activities which include Communication Planning, BPR and End User
Training utilizing the PeopleSoft UPK toolset.
Scope of the Assignment
Peak Performance Technologies was engaged to help with the implementation of PeopleSoft HCM, Financials
and Campus Solutions. We did NOT provide any assistance around the Campus Solutions suite but we did help
with interfaces to and from the HCM and Campus applications. Our Project Manager was responsible for
helping train the client’s Project Manager by serving as a player/coach where we helped mentor their PM and
project coordinator to better understand how to integrate with the system integrator.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
B. List all comparable work in the past 10 years. Identify the timing, type and size of each of these engagements
along with the name, location and type of institution and your role.
We have provided this information in earlier sections. We listed the customers we have worked with
and some basic details about what we did for each. In every situation we were working directly with the
college with the exception of Emory where we were sub contractors to Huron and Cedar Crestone. If
additional information is required we will be happy to provide whatever you need.
C. In the past 5 years, has your firm been involved in or currently under formal investigations or informal
inquiries from any federal or state regulatory agency. If so, please disclose the nature of the investigation and/or
inquiry and its current status.
Never
7.3. Products or Services Available
A. Explain why you feel your company should be awarded the contract.
B. Confirm or qualify your ability to provide each element of Section 5 "Scope of Work.”
We confirm that Peak Performance Technologies can provide all of the elements detailed in your Scope
of Work.
C. Complete the Questionnaire to provide specific information about the services that may be provided.
Done
D. Describe your technological resources and how they can be used in support of the services you can provide.
We have outlined our technical experience earlier but we can provide assistance with the underlying
infrastructure (servers, networks, tuning and databases) in addition to development of interfaces,
reports, conversion scripts, customizations, workflow or complex enhancements to your PeopleSoft
and/or Oracle applications. We can and will provide full time, part time, onsite, remote or “as needed”
access to our subject matter experts and we will work to ensure your team uses its time wisely and only
focuses on those activities that are value added. We can help as much or as little as possible in these
areas to save you as much money as possible.
E. List any additional information about your firm and personnel
See Below
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Why Peak Performance Technologies
Our Experience with Similar Contracts
Peak Performance Technologies has existing contracts with dozens of colleges and universities around the
nation including some of the largest university systems running PeopleSoft. We were selected and continue to
work with these customers because of our Higher Education expertise and our commitment to delivering quality
resources are below market rates. Our ability to work with our customers in today’s challenging economic
conditions and truly partner to help deliver projects on time and under budget should demonstrate our
commitment to your industry and we would like the chance to prove ourselves to your leadership team. Below
are a few of our customers where we have similar contract vehicles that allow us to assist with PeopleSoft HCM,
Financials, Campus Solutions, Project Management and Technical Development:
‰
‰
‰
‰
‰
‰
‰
‰
‰
‰
University System of Georgia
City Universities of New York (CUNY)
Houston Community College System
North Dakota University System
State Universities of New York (SUNY)
Kentucky Community Colleges
California State University System
Virginia Community College System
University System of Oklahoma
University System of North Carolina
Higher Education Experience
We are confident that the team we have assembled is capable of providing the resources, flexible pricing models
and personalized customer service that we know the MCCCD will demand from their selected vendors. We
believe our senior leadership team’s diverse background and experience working with public sector and
commercial customers around the nation will help us manage this account more effectively than our
competition. We are experts in the Higher Education arena and we know many resources in on the west coast
and in the southwest that we can leverage to help reduce the overall costs associated with the individual projects.
Peak Performance Technologies is a small firm with nothing but our reputation and we will not let your projects
fail. We are willing and ready to partner with you and customize an approach that will meet the diverse needs
you outlined in your RFP. If our firm is chosen as your preferred vendor we will manage your account with
the personalized attention we know you desire and we will partner with your organization in the months and
years ahead. We are not a body shop and we hope to have the opportunity to work with you in the near future.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Section 8: Pricing Schedule
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Appendix
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Resumes
We are printing 1 copy of all of the candidates for the “original” copy.
We will provide 2 for each section in the copies. The soft copies will be on the CD ROM.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Project Managers
&
Advisors
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Robert Cardelli
Relevant Experience
Summary of
•
Over 15 years of working with industry leading ERP
products and managing complex projects with large
integrated project teams.
Experience
•
•
Expertise in consolidating Public Sector Operations
and creating large scale Shared Service Centers.
•
Industry expertise in Healthcare, Higher Education, K12 and City and State governments.
•
Experience as Program Manager, Project Manager,
Change Management and Solution Architect.
•
Expert at managing upgrades and re-implementations
of ERP applications.
•
Well versed in all technical areas including
development and infrastructure.
Experience managing global implementations
including projects in Europe, Canada, Asia, South
America and The Middle East.
•
Expertise in PMBOK and PMI principles
•
Managing I/T development projects
•
Project Team >100 FTEs
•
Employee Base >200,000
•
Global Programs
•
Federal Government and DoD
•
Transit Agencies
•
State & Local Governments
•
Colleges and K-12
•
Program and Project Management
•
HR Transformation
•
Labor Union Experience
•
Software & Integrator Selection Process
•
Shared Service Centers
•
Outsourcing
Part of the design team for Benefits Administration.
Have personally been involved in over a dozen new
implementations of this product.
•
•
Intimate understanding of cultural implications of large
scale I/T initiatives.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Peak
Advisory Services & Program Manager Work for Education Customers
(2007-Present)
Performance
Technologies
Feb. 09-Present
New York University
Global Program Manager & Shared Service Solution Architect
4 Continents with 15+ college campuses
•
Responsible for helping setup global Program Management Office
•
Led design, development and rollout of Shared Service Center with following capabilities:
•
o
Recruiting/Benefits Administration/Payroll
o
Accounting & Finance
o
Student Information Systems
o
Global Helpdesk and Disaster Recovery Model
o
Document Management & Imaging
o
Public Safety
o
Financial Compliance and Sanctions monitoring
Helped design policies, procedures and process flows and implement the organizational change management elements
necessary to make this successful.
•
•
Created customized quality assurance and risk management plan to track progress on all implementation activities
Responsible for managing all aspects of multiple software and integrator selections.
Helped streamline upstream and downstream business functions and realign roles and responsibilities of core team members
across all organizations.
•
rd
University of South Carolina-Part time 3 party assurance over the integrator currently implementing their new SIS
applications. Rob helped setup the PMO and provides targeted organizational change management services throughout the
engagement.
•
NYU Medical Center-Helped with the divesture of their PeopleSoft HCM environment from the overall New York University
system. Also helped with the PeopleSoft Financials spin off from a planning effort. Not involved with the day to day
operations because of their separate internal PMO.
•
Medical College of Georgia-Implementation of a project management office (PMO) that handles large and small scale
projects. This includes creating project tracking procedures, templates, policies, procedures and governance mandates as
well as mentoring new project managers as they lead their respective engagements. This project also included a new
implementation of PeopleSoft software.
•
Gwinnett County Public Schools- ERP and Pension Consulting. This is a long time client I’ve worked with since 2001.
The majority of work entails leading Quality Assurance and Risk Management assessments as well as Organizational
Change Management audits and training sessions.
•
St. Paul Public Schools- ERP shared service discussions and I/T consulting. This work is being done in conjunction with
other public sector share service discussions among county, city, transit and state agencies looking at saving I/T consulting
and operational costs.
•
District of Columbia Schools- Advisory Services around an ERP and shared service project for the city, school district and
local transit. The majority of work entails leading Quality Assurance and Risk Management assessments as well as
Organizational Change Management audits and training sessions.
•
Lee County Schools- Advisory Services around an ERP implementation. Mostly change management related activities.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
April 2008-Feb. 09
Peak
MARTA (Atlanta Transit Agency)
Performance
Project Manager/Program Manager for Oracle e-Business implementation and stabilization initiatives.
Technologies
•
Responsible for assessing large integrator’s performance and recommending options
•
Responsible for reviewing existing PMO structure and aligning to meet corporate goals
•
Responsible for mentoring several project managers and training them on how to manage ERP implementations and
upgrade activities
•
Participated in several budget audits and activity based management requirements gathering sessions.
•
Helping identify outsourcing models including onshore, offshore and combinations to lower overall I/T spend.
•
Responsible for helping identify Phase 2 and 3 scope requirements and writing RFP’s for software and integrator services.
•
Assisted with organization change management activities including process reengineering and end user training activities.
Peak
Department of Treasury/IRS/HUD/Dept Homeland Security/Others
Performance
HRConnect & EmpowHR with integration to National Finance Center
(April. 07 – March 2008)
Technologies
Rob was the program manager overseeing the upgrade and re-implementation of the PeopleSoft HCM applications for several
large Federal Agencies all residing in a shared service center.
•
•
Responsible for working with Government Accountability Office to assess budgetary constraints
Responsible for reviewing existing Federal requirements and mapping to a custom functionality matrix with unique/complex
requirements for each federal agency.
•
Responsible for helping modernizing the Project Management Office and all deliverables provided throughout the project
lifecycle (Charter, Functional Design Specs, Risk Management Plan…)
•
•
Managed the infrastructure and development planning activities (servers, networks, databases)
Fine-tuned existing managed services agreements with Northrop Grumman and Unisys for infrastructure, development and
support services.
•
Led requirements gathering sessions and Fit Gap workshops for PeopleSoft HCM products
•
Worked with several software companies and integrators to integrate their products and services into master project plan
•
Worked with another shared service center to assess impact of merging the centers and creating additional synergies and
cost savings.
•
Helped ensure all global locations were adequately trained and involved in the overall redesign of the platform.
•
Responsible for streamlining project organizational structure and identifying areas for cross training key employees.
•
Led software selection process for multiple products related to HR and Payroll.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Peak
June 2008 –Present
Georgia Board of Regents and Technical Colleges
Performance
Technologies
Mr. Cardelli is part of a team that was awarded a statewide contract to help the colleges and universities across the state of
Georgia along with state and local government agencies. Mr. Cardelli’s role is an advisor to the individual colleges and
government agencies.
Part Time and mostly over phone.
•
60+ colleges run Sungard’s Banner products
•
37 colleges run PeopleSoft’s HCM and Financial applications
•
Peak Performance Technologies is creating a center of excellence to offer a menu of offerings for supporting Banner
products including development, implementation and upgrade services.
•
Additional support includes advisory services surrounding the PeopleSoft, Banner and I/T projects across all campuses.
Current projects include data warehouse, business intelligence, identity management, content management/document
imaging and remote development.
•
Helped facilitate dozens of software and integrator selections for these colleges by serving as an advisor to the creation of
the RFP, evaluation of vendors and contract negotiations.
(Jan. 2007-present)
Peak
Medical College of Georgia
Performance
Part Time and mostly over phone.
Technologies
Environments (PeopleSoft HCM, Financials and Banner SIS)
Part Time
Rob has worked wit MCG for close to 10 years in several roles including client partner, solution architect and change
management lead. He was responsible for advising the senior leadership team in several areas including the creation of a
shared service model, infrastructure realignment, change management and business process reengineering. Rob is currently
helping them plan for a PeopleSoft and Banner Upgrade (scheduled in early 2009) and is helping evaluate new projects that
could be phased into the current portfolio of projects including benefits administration, data warehouse, identity management and
business intelligence.
(Oct. 2007-March 2008)
Peak
University System of North Dakota
Performance
Program Manager/Client Partner for PeopleSoft HCM, Financials and Campus Solutions environment
Technologies
Part Time
•
Assisted with assessment to migrate infrastructure from SQL/Server to Oracle Databases
•
Helped review current shared service center and implement plans to streamline operations
•
Helped combine the state’s PeopleSoft platform with the university system’s to lower costs and share resources including
hardware, software, functional and technical personnel.
•
Assisted with staffing levels for functional, technical and part time project managers
•
Provided advisory services to leadership team surrounding new product implementation activities.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
(Oct. 2007-March 2008)
Peak
University of Akron
Performance
Program Manager/Client Partner for PeopleSoft HR/Campus Solutions Upgrade from 8.0 to 9.0
Technologies
Part Time
•
Akron was selected by the Ohio Board of Regents to build a shared service center that would host 2 and 4-year colleges.
We were selected to assist because of our experience with the University System of Georgia and expertise designing and
rolling out shared service models.
•
•
First tasks were to convert existing PeopleSoft platform from IBM/DB2 to Oracle HP/Unix
Next project was to upgrade PeopleSoft HR/SA environments from 8.0 to 9.0. This was essentially a new implementation
because of the significant differences in the versions
•
A new full time team was brought in and Rob’s role was executive sponsor and advisor.
•
Helped manage the software selection process and ultimately the conversion of a new campus from Jenzabar to PeopleSoft.
•
Working with the Board of Regents of Ohio to identify other 2 and 4 year colleges who are interested in having their future
PeopleSoft HCM, Financials and Campus Solutions platforms hosted by Akron and performing the budgeting and
requirements gathering activities necessary to ensure they are good fits for the model being rolled out.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
B2B Workforce
(December 2005-March. 2007)
PeopleSoft/Oracle Delivery Manager
This role entailed serving as a Program Manager, Risk Management Lead and Solution Architect for PeopleSoft and Oracle
customers. The majority of time was spent working with the client partners and senior managers of IBM, Oracle Consulting,
Accenture and Bearingpoint accounts and helping them with project planning, staffing and quality assurance activities.
‰
IBM-Nisource- PeopleSoft HCM implementation on version 8.9. HR, Benefits, Payroll, Time and Labor and Self Service.
Rob helped shape the HR Shared Service Center on a part time basis.
‰
IBM-Caterpillar- PeopleSoft HCM global upgrade to version 8.9. Most of the work was in Mexico (Global). Rob performed
multiple QA sessions on the global HR/Payroll shared service center.
‰
IBM-Carlson-Oracle HCM, Financials and Supply Chain implementation version 11i.
‰
IBM-HIGLAS-Oracle Financials and Supply Chain implementation version 11i
‰
IBM-FAA- PeopleSoft HCM upgrade from version 8.3 to 8.9. Also included a new implementation of Time and Labor
‰
IBM-US Census- Oracle 11i
‰
IBM-Canadian Wheatboard- Oracle 11i
‰
IBM-National Defense Universities (PeopleSoft Campus Solutions)
‰
IBM-Dana Corporation-PeopleSoft HCM upgrade from 8.3 to 8.9. Customer was in the process of planning for Oracle 11i
Financials/Supply Chain implementation
‰
IBM-General Motors-PeopleSoft global HCM upgrade (Global) . Rob provided multiple QA sessions on the global shared
service center.
‰
IBM-Astrazeneca- Global PeopleSoft HCM implementation. (Global)
‰
IBM-Cigna-PeopleSoft HCM upgrade to version 8.9
‰
IBM-ABN Ambro-PeopleSoft HCM upgrade
‰
IBM-FORD-PeopleSoft HCM upgrade (Global)
‰
IBM-Johnson & Johnson-PeopleSoft Application Support and Best Practices (Global)
‰
IBM-Pasadena Schools- Lawson HCM upgrade
‰
IBM-Gwinnett County Public Schools-PeopleSoft Pension implementation
‰
IBM-State of Indiana-PeopleSoft HCM and Financials implementation version 8.9
‰
IBM-EPA-PeopleSoft HCM upgrade to version 8.8
‰
IBM-Clark County Public Schools- SAP implementation (The CIO here used to be Rob’s client from Gwinnett County Public
Schools.
‰
IBM-Pasadena Public Schools- Lawson Implementation
‰
IBM- Chicago Transit- Software Assessment (PeopleSoft, Oracle, SAP and Lawson)
‰
Alameda County Transit- PeopleSoft HCM, Financials and Supply Chain
‰
BART (Bay Area Rapid Transit) - PeopleSoft HCM and evaluating Oracle 11i.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
B2B Workforce
(March 2006-August 2006)
Turner Broadcasting
This is a long time customer of Rob’s and they asked if he could come and help with Project Management and HCM Solution
Architect activities surrounding the upgrade of PeopleSoft from version 8.0 to 8.9. Rob has supported this client for 13 years
dating back to ADP payroll days:
•
•
Rob helped implement PMO Structure and I/T Governance Model
Assisted with redesign of global HR/Payroll Shared Service Center and all organizational change management activities
including end user training requirements.
•
Responsible for creating multiple project plans and integrating them into master portfolio.
•
Responsible for assisting with budgeting and planning activities.
•
Responsible for creating development and testing methodologies to ensure we leveraged all work done in the past and
streamline the project schedule
•
Facilitated software and integrator selection for new recruiting and financial applications. This included writing the RFP
negotiating the contracts and SLA terms.
•
Assisted with Time Warner and America Online integration tasks. All three companies ran different versions of PeopleSoft
and the integration tasks were extremely complex and unions were heavily involved.
Accenture
State of Ohio and State of Georgia
(February 2005-December 2006)
Engagement Manager/Solution Architect/IV&V
Multi-year strategic accounts Mr. Cardelli helped support. His involvement included capital budgeting, infrastructure assessment
and procurement, project planning, creation of project tracking/performance metrics, outsourcing of development to offshore
center and testing plan creation.
Accenture
(December 2004-April 2005)
Ohio State University and University of Michigan
Engagement Manager/Solution Architect/IV&V
Both universities were long time customers of Accenture. His involvement included capital budgeting, infrastructure assessment
and procurement, project planning, creation of project tracking/performance metrics, outsourcing of development to offshore
center and testing plan creation.
Ohio State University ran PeopleSoft’s HCM, Financials and Campus Solutions products
University of Michigan ran PeopleSoft HCM only at the time.
Accenture
(April 2004- March 2005)
University of Massachusetts
Rob was one of the senior advisors on a PeopleSoft Campus Solutions implementation. The client was implementing Student
Admissions, Records, Financials and Financial Aid across multiple campuses in a phased approach. Rob’s role was to assist
with selling the account and putting the phased implementation plan in place. Additionally, Rob was responsible for routine
project Healthchecks and multiple activities including budget assessment, project planning, review of project tracking metrics and
strategy sessions to help keep the project on track.
Accenture
(April 2004-June 2004)
Government of British Columbia
HCM Solution Architect/Engagement Manager
Accenture won a large outsourcing contract with this customer and Rob was brought in to help coordinate the upgrade of their
PeopleSoft HCM system from version 8.3 to version 8.8. At the same time Rob helped map out a plan to implement PeopleSoft
Time and Labor, Benefits Administration and to help consolidate payroll operations for several different department and
government agencies. Rob split his time between this customer and Kaiser until a permanent team lead was available. Activities
included capital budgeting, infrastructure assessment and procurement, project planning, creation of project tracking/performance
metrics, outsourcing of development to offshore center and testing plan creation.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Accenture
(April 2004-November 2004)
Kaiser Permanente
HCM Solution Architect/Project Manager
New implementation of PeopleSoft version 8.8. HR, Benefits Administration, Payroll, Self Service and a custom Time and
Labor/General Ledger system built on PeopleTools platform. Rob was the HCM Solution Architect for HR, Benefits and Payroll
and also helped with the change management activities surrounding the creation of a national shared service center. Rob was
also the lead for coordinating all end user training activities. This customer had hundreds of locations in all 50 states with multiple
unions and very complex configuration and testing requirements.
Responsible for helping integrate delivery centers in Manila Philippines and Mumbai India. No travel was needed and the rollout
and resulting model was a success.
SkyBridge
Board of Regents of Georgia
(August 2001-March 2004)
Global
Client Partner/Engagement Manager/Solution Architect
Consulting
The Board of Regents of Georgia which comprises 32 public universities and colleges is the largest public university system
in the nation. During this engagement, Mr. Cardelli was responsible for helping to standardize business processes across
the state while upgrading all of the schools to the latest 8.8 release of PeopleSoft’s functionality. The scope of this project
included HR, Base Benefits, Payroll, Employee and Manager Self Service with the laying of a foundation for the future
implementation of Benefits Administration and Time and Labor. This project involved over 150,000 employees in 32 cities
across the state of Georgia. Mr. Cardelli was ultimately responsible for schedule, budget, resources, system quality and all
risk management objectives.
SkyBridge
Gwinnett County Public Schools
Global
Change Management
(January 2003-March 2004)
Consulting
Rob Cardelli helped the CFO of Gwinnett County Public Schools plan and execute a complex change management project
plan in conjunction with the implementation of PeopleSoft HR, Benefits, Payroll, Self Service, General Ledger, Accounts
Payable, Purchasing and Asset Management. The customer outsourced the implementation and support of this project to IBM
but all Change Management activities were the responsibility of the customer. Rob and his firm had been doing similar work
for the Board of Regents of Georgia and were brought in to assist with various activities throughout the lifecycle of this
implementation.
SkyBridge
Georgia Institute of Technology
Global
Client Partner/Engagement Manager/Solution Architect
(October 2003 – March 2004)
Consulting
PeopleSoft HRMS upgrade from version 7.5 to 8.8 release of the application software. Mr. Cardelli was responsible for
coordinating the integration with the Board of Regents engagement (which was completely separate) and managing the
project planning, Risk Management and Quality Assurance components of this project. The scope of this project included
HR, Benefits Administration, Payroll and Self Service.
SkyBridge
Medical College of Georgia and associated hospital
Global
Client Partner/Engagement Manager/Solution Architect
(December 2003 – March 2004)
Consulting
PeopleSoft HRMS upgrade from version 7.5 to 8.8 release of the application software. Rob was responsible for routine
project Healthchecks and multiple activities including budget assessment, project planning, review of project tracking metrics
and strategy sessions to help keep the project on track.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
SkyBridge
Georgia State University
Global
Client Partner/Engagement Manager/Solution Architect
(January 2004 – March 2004)
Consulting
PeopleSoft HRMS implementation of release 8.8 release of the application software. Rob was responsible for routine
project Healthchecks and multiple activities including budget assessment, project planning, review of project tracking metrics
and strategy sessions to help keep the project on track.
SkyBridge
Cornell University
Global
Client Partner/Engagement Manager/Solution Architect
(November 2003 – March 2004)
Consulting
PeopleSoft Benefits Administration implementation. Mr. Cardelli was responsible for all project planning, Risk Management
and Quality Assurance components of this engagement. The version of the software was 8.0 with an eye to the upcoming
8.9 release of the E&G software.
SkyBridge
Turner Broadcasting/AOL Time Warner
Global
HCM Solution Architect/Program Manager
Consulting
(April 2003 – March 2004)
PeopleSoft Time and Labor implementation. Rob was responsible for routine project Healthchecks and multiple activities
including budget assessment, project planning, review of project tracking metrics and strategy sessions to help keep the
project on track.
SkyBridge
National Geographic
Global
Client Partner/Engagement Manager/Solution Architect
(Jan 2003 – May 2003)
Consulting
PeopleSoft Time and Labor implementation. Rob was responsible for routine project Healthchecks and multiple activities
including budget assessment, project planning, review of project tracking metrics and strategy sessions to help keep the
project on track.
This was a global rollout that included integration of locations in several countries across 3 continents.
SkyBridge
Midwest Express Airlines
Global
Client Partner/Engagement Manager/Solution Architect
(October 2002 – May 2003)
Consulting
PeopleSoft HRMS upgrade from version 7.5 to the latest 8.3 release of the application software. Rob was responsible for
routine project Healthchecks and multiple activities including budget assessment, project planning, review of project tracking
metrics and strategy sessions to help keep the project on track.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
SkyBridge
Other Accounts Mr. Cardelli helped oversee
(Dec. 2000 – March 2004)
Global
Consulting
•
Atlanta Gas & Light- PeopleSoft HCM/Financials Upgrade
•
Alliant Energy- PeopleSoft HCM implementation
•
American Family Insurance- PeopleSoft HCM implementation
•
ING- PeopleSoft Financials implementation
•
Depaul-PeopleSoft Benefits Administration implementation
•
BYU- PeopleSoft HCM and Student Administration
•
NC State University-PeopleSoft infrastructure/portal implementation
•
Emory University-PeopleSoft infrastructure and tuning efforts
•
Auburn University-SunGard upgrade and partial implementation efforts
•
University of South Florida-PeopleSoft Technical Development and Banner Development efforts
Mr. Cardelli helped organize the Higher Education User Group (www.heug.org) and has since worked with over 40
colleges as an advisor in “non billable” roles.
Ernst &
Avon
Young
Project Manager
•
•
(May 2000 – November 2000)
PeopleSoft Re-Implementation from version 6.0 to the latest 8.0
Activities included budgeting/planning, creating project plan, managing project plan, leading development and testing
activities and helping to create a post production support model.
This was a global effort that required integrating with operating units across Europe, Asia and South America.
Ernst &
Children’s Hospital of Pittsburgh
Young
Project Manager/HCM Solution Architect
•
•
(August 1999- March 2000)
PeopleSoft HCM implementation with Oracle Financials upgrade.
Activities included budgeting/planning, creating project plan, managing project plan, leading development and testing
activities, quality assurance and risk management tracking and helping to create a post production support model
Ernst &
UPMC University of Pittsburgh Medical Centers
Young
Project Manager/HCM Team Lead
•
(October 1999 – March 2000)
Implementation of PeopleSoft’s HRMS and Financials applications.
•
Creation of a shard service center for 140 plus hospitals.
•
Activities included budgeting/planning, creating project plan, managing project plan, leading development and testing
activities, quality assurance and risk management tracking and helping to create a post production support mode.
(May 1999 – September 1999)
Ernst &
Conagra
Young
Project Team Lead/Co-Project Manager
•
Implementation of PeopleSoft HR/Payroll suite of products and Oracle eBusiness Financials
•
Design and implementation of a shared service center for 50 states
•
PeopleSoft HCM implementation with Oracle Financials upgrade.
•
Activities included creating project plan, managing project plan, leading development and testing activities, quality
assurance and risk management tracking and helping to create a post production support.
This was a global operation that included integrating with units in Europe and South America.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Ernst &
Trinity Industries
Young
HCM Project Manager
•
PeopleSoft HR/Payroll Implementation
•
Creation of Shared Service Center
•
Oracle e-Business implementation
Ernst &
Summa Health
Young
HCM Team Lead
(July 1998 – November 1998)
•
PeopleSoft HR/Payroll implementation
•
Quality Assurance and Risk Management activities
Ernst &
Henry Ford Health Care
Young
HCM Team Lead
(July 1998 – November 1998)
•
PeopleSoft HR/Payroll implementation
•
Quality Assurance and Risk Management activities
Ernst &
St. Luke’s Hospital
Young
HCM Team Lead
Ramos &
(November 1998 – May 1999)
(May 1997 – June 1998)
•
PeopleSoft HR/Payroll/Financials implementation
•
BETA Site for Benefits Administration Product (Mr. Cardelli helped build/test this product)
(February 1997 – May 1997)
Renal Healthcare Group
Associates/Cambri
dge Technology
•
Team Lead and Solution Architect for PeopleSoft HR, Benefits, Payroll implementation
Partners
Ramos/CTP
(January 1997 – March 1997)
University of Louisville
Implementation of PeopleSoft HR, Benefits Administration, Pension and Payroll implementation on version 6.0 and 7.0. Mr.
Cardelli was payroll lead and assisted with many of the tasks on the Benefits Administration module. Additionally, Rob
helped the Campus Solutions team with the Admissions and Student Records design and configuration activities.
Ramos/CTP
(September 1996 – January 1997)
Boston Gas
Implementation of PeopleSoft HR, Benefits, Pension and Payroll implementation on version 6.0. Mr. Cardelli was HRMS
lead responsible for working with all modules. There were many unions and complex policies and procedures involved with
this engagement.
Ramos/CTP
New England Electric
(September 1996 – January 1997)
Team Lead and Solution Architect for PeopleSoft HR, Benefits, Payroll implementation
Ramos/CTP
Genesis Health Care Group
•
(July 1996 – October 1996)
Team Lead and Solution Architect for PeopleSoft HR, Benefits, Payroll implementation
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Ramos/CTP
Citibank
•
(April 1996 – September 1996)
Team Lead & Reporting Lead for PeopleSoft HR/Payroll Consolidation effort. This was a global implementation and Rob
spent a several weeks in France helping with the transition team.
Ramos/CTP
Warner Lambert
•
(May 1996 – July 1996)
Team Lead for PeopleSoft HR/Payroll Global implementation. This was a global rollout and Rob spent several weeks in
Brazil, Spain, Canada and Mexico.
Ramos/CTP
Barnett Bank
•
Employee
(March 1996 – May 1996)
Senior Consultant for Implementation PeopleSoft HR/Benefits/Payroll/Pension
Medaphis Healthcare
(November 1995- March 1996)
Mergers and Acquisitions specialist for a rapidly growing healthcare organization. Responsible for analyzing potential
acquisitions and ultimately converting their HRMS functions from their legacy based applications to PeopleSoft. Worked with
version 2.0, 3.0 and ultimately 4.0 at this location. Responsible for assisting with all HR, Benefits and Payroll functions.
Employee
ADP (Automatic Data Processing )
(August 1994-November 1995)
Payroll specialist for National Accounts. Responsible for working with customers, account executives, computer room,
banking and our legal departments to ensure client payrolls and all peripheral tasks were accomplished on time and on
budget. Mr. Cardelli worked with the team that managed all of the payrolls with over 75,000 employees.
University of Georgia ― B.B.A (Risk Management and Insurance and Economics)
Education
Georgia State University -- M.B.A (Human Resource Management and Information Systems)
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
KIM ZAFFINO, CPP, PMP
SUMMARY
Versatile and successful Senior Consultant / Project Manager with 28 years of professional experiences relating to various businesses needs.
Exceptional interpersonal communication and customer service skills, organizational, planning and technical skills to achieve professional
results. Self-motivated. well rounded and resourceful strategist that enjoys working collaboratively as a cooperative team member. Adapts
easily to new concepts and responsibilities, enjoys employing out-of-box creative solutions to problems.
Over 18 + years of PeopleSoft and Oracle applications experience consisting of 21+ full life-cycle implementations and/or upgrade projects.
Kim has helped various clients leverage the software to streamline their HCM, Financials and Campus Solutions operations by eliminating non
value-added tasks. Additionally she is well versed on proven methodologies and can achieve major project milestones. Kim has extensive
knowledge across the HCM, Financials and Campus Community modules and best industry practices. Kim’s unique “Hands-On” style of
Project Management not only allows her to deliver projects and tasks on time and within budget, but also assures ‘quality’ projects and tasks
that substantially reduces the amount of rework or error resolution.
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
PEOPLESOFT SKILLSET
♦
Campus Solutions
♦
Student Financials
♦
Admissions
Financial Aid
♦
♦
Student Records
♦
Succession Planning
♦
Compensation
♦
Talent Acquisition
♦
Candidate Gateway
♦
eRecruit
♦
Pension Administration
♦
Business Process Redesign
♦
Project Management
♦
Test Scripting and Execution
♦
Test Director
♦
Component Interface
♦
Integration Broker
MS Project
HRMS
Financials
General Ledger
Human Resources
Global / NA Payroll
ADP Payroll
Payroll Interface
Tax Upgrades
Time and Labor
Calendar Year End
Benefits Administration
Open Enrollment
Absence Management
Performance Management
Commitment Accounting
Succession Planning
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
Trees
Workflow
Self Service
eApps
Change Management
Administrative Tools
Table Configuration
Fit/Gap Analysis
Spec Development
Data Conversion
PeopleTools
Application Engine
Crystal/Query
SQL/SQR
Security
Roles and Permissions
Training / UPK Development
CAREER HIGHLIGHTS
University of North Carolina – ConnectCarolina
Chapel Hill, NC
Sr. PeopleSoft Campus Solutions Project Manager
8/2009 – Present
Higher Education client PeopleSoft v9.1 implementation project. Modules to include Campus Solutions, Admissions, Student Financials,
Financial Aid, Student Records, HR, NA Payroll, Benefits Administration, and Self Service, with current emphasis on University, State and
Labor Organization Compliance, Change Management, Business Process Standardization, STAT, Gap Analysis, Planning and Scope
Estimation. Specific responsibilities include but not limited to project management requirements gathering, design, process mapping,
conversion, configuration, modifications, interfaces, architecture, security set up, roles and permissions, role level security, documentation,
training, change managment and knowledge transfer.
University of Wisconsin
Madison, WI
Sr. PeopleSoft HCM Project Manager
11/2008 – 08/2009
Higher Education client PeopleSoft v9.1 implementation project. Modules to include Human Resources, NA Payroll, Benefits, Absence
Management, Time and Labor and Performance Management, with current emphasis on University, State and Labor Organization Compliance,
Change Management, and Business Process Standardization. Specific responsibilities include but not limited hands on configuration,
implementation, production support, modification, design, process mapping, conversion, configuration, security, documentation and
knowledge transfer.
Gwinnett County Public School District
Atlanta, GA
04/2008 – 11/2008
Sr. PeopleSoft HCM / Financials - Functional Project Manager
Public Sector – K12 client 8.9 enhancement / 9.0 project. Modules/ Software include but not limited to Payroll, Ben Admin, Time and Labor
(PS v9.0) , HR, Performance Management, Succession Planning, Self Service, eRecruit, TAM, ePAR, eSupplement, Fund Distribution,
General Ledger, Asset Management, Grants, Funding, AP, Pension Administration (PS v9.0) with emphasis on configuration, compliance,
open enrollment, reporting, security administration, workflow, requirements gathering, customization, testing, app engine, sql, integration
broker and production support. Responsibilities include design, testing, issue resolution, configuration, documentation and knowledge transfer.
CB&I
Chicago, IL
Sr. Global PeopleSoft Project Manager
02/2008 - 4/2008
Technical 8.8 – 9.0 upgrade Global HR / Base Ben / Order Management / SCM / Payroll Interface project. Responsibilities include testing,
issue resolution, configuration, security administration, role level security, department tree set up, documentation and training documentation.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Modules include PS Time and Labor, Payroll Interface to JDE, Global HR, TAM/CG, Order to Cash, Inventory, Base Benefits, Absence
Management and Profile Management.
Synovate / Aegis PLC
Remote/ NYC / London
Sr. PeopleSoft Global Project Manager - Architect
5/2007 – 2/2008
Senior PeopleSoft Techno-Functional consultant and Project Manager for 20 companies as part of PeopleSoft v 9.0 implementation – Phase 1.
Functional responsibilities included Gap Analysis, Spec Development, Configuration, Testing, Change Management and Training for all
implemented v9.0 modules. Technical responsibilities included Spec Development, Conversion, Component Interface, Configuration,
Integration Broker, Security Administration, Roles and Permission Lists, Department Tree Set up and Trouble Shooting. Collectively working
with technical counterparts around the globe; we as a cyber team brought a total of 77 countries live onto PeopleSoft v 9.0. Modules included
Global HR, TAM / CG, Global Payroll, NA Payroll, Payroll Interface, ADP
Enterprise, PCPW and Payforce implementation, Time and Labor, Position Management, Absence Management, MSS, ESS, Succession
Planning, Core Competencies, Performance Management and Benefits Administration.
Lincoln Financial / Jefferson Pilot
Remote Part Time / Philadelphia, PA
Sr. Oracle Training Lead / Change Management / UPK Development
11/2006 – 5/2007
Training / UPK Content Development and Delivery for HRIS project which includes implementation of HR, GEAC Payroll and Knowledge
Pathways Knowledge Base. Management of team of 12 resources. UPK leveraged with all three applications. UPK Content development
includes but is not limited to Manager Self Service, Employee Self Service, Benefits Enrollment, Benefits Administration, iRecruiting, Time
Reporting, Payroll processes, Human Resource processes, General Ledger, Expense Processing and Procurement. Training delivered to over
13,000 employees and managers across 6 geographical locations. Training includes development of User Guides and other written material.
Training classes delivered via instructor led and online as well as self paced WBT and Webinars.
University of Delaware
Newark, DE
Sr. PeopleSoft HCM (Payroll – T&L) / Campus Solutions Lead
11/2006 – 5/2007
Project Lead for Higher Ed client involving an upgrade v8.3 - v8.9. Tasks include but not limited to Gap Analysis, Assess New Business
Requirements, Configuration, Scope Analysis, Risk Assessment, Compare and Retro Fit, Test Strategy, Test Script Writing and Execution,
Reconciliation, Documentation, Change Management, Training / User Guides and Production Support. Modules include but not limited to
Student Financials, Student Records, Admissions, Grants, Student Financials, Academic Calendars, HR, Performance Management,
Compensation, Talent Acquisition, Partial Position Management, Time and Labor, Payroll, Benefits Administration, Open Enrollment,
Absence Management / leave accruals, FSA Administration, General Ledger as well as a customized front end specific to this client.
Amerigroup
Remote/ Virginia Beach, VA
Sr. PeopleSoft Training Analyst – UPK Development
6/2006 – 11/2006
Training / UPK Development for Upgrade v8.9 project. UPK Development for 35 HCM and Financial modules to include, MSS, eApps,
Training, Position Management, Time Reporting, Payroll, Benefits, TAM and Procurement. Training delivered on UPK.
St. Gobain Manufacturing
King of Prussia, PA
Sr. PeopleSoft HCM Functional – Technical Lead
1/2006 – 6/2006
PeopleSoft Lead for Global Rolling Implementation of PeopleSoft 8.9. Responsibilities include but not limited to hand on configuration, Order
Management, Financial, time and labor rules / time interface , position management, eRecruit / TAM-CG, leave accruals, time keeping
maintenance, reporting, tax updates, data conversion from ADP, query maintenance, crystal reporting, new development, unit, system and
parallel testing, business process redesign, test, end user training development and delivery and production support.
Legg Mason
Remote / Baltimore,
MD
Sr. PeopleSoft HR - Benefits Global Project Manager
2/2006 –7/2006
Contract Project Manager for Benefits Redesign and Open Enrollment Planning. Client going through 8.3 – 8.9 upgrade and worked with them
part time to help with the Benefits redesign and plan Open Enrollment which would run concurrently with the Go Live on the ERP. Also
developed UPK material and training documentation. Project tools included STAT.
City of NY – FISA
NY, NY
PeopleSoft HCM Solution’s Architect/ Project Management –Phase C
8/2005 – 1/2006
Architect / Designer / Project Management of 17 different work units within release B and C of NYCAP PeopleSoft 8.9 upgrade project,
managing 20 team members. Responsible for delivering customized solution for handling the city’s complex HR Requests / PAR / CRM
which will eventually serve more than 100 city agencies covering more than 450,000 employees. In addition, responsibilities include leading
and designing workflow, creation of Training Materials, UPK, CYE, and Tracking and PAR.
Toll Brothers Inc.
Horsham, PA
Sr. PeopleSoft HCM – Payroll / HR Project Lead
7/2005 – 8/2005
HCM Lead for Implementation of PeopleSoft 8.9. FitGap, Configuration, Spec Analysis and Test Planning completed. Payroll for North
America from Ceridian, General Ledger and HR. Specific project tweaks include re-engineering of GL, Time Keeping and Leave Accruals.
This was a backfill spot.
GMAC Mortgage
Horsham, PA
Sr. PeopleSoft HRIS - Payroll / HR/ Benefits Admin Functional Lead
4/2004 – 6/2005
Post Go-Live Production Support (v8.8 sp1) analyst position Issues include but not limited to Payroll, SOX compliance, Retro Pay issues, 3rd
Party Sick Pay Processing, CYE Project Management, MSS, Tax Updates, General Ledger, FLSA, Open Enrollment, eCompensation,
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
ePerformance, change management, end user education including desktop aids, training materials and documentation, Table Configuration,
eApps, eRecruit, Tax Audit and Workman’s Compensation. Additionally acted as Functional Project Manager for SP1 Upgrade managing a
team of 9 functional and 5 technical resources. SP1 project was completed 4 weeks early based on Project Plan. Accelerated project plan was
due to new SOX requirements and included designing Functional and Technical Specs and development as well as test script writing, testing
and post go - live support.
FDIC
Washington, DC
Sr. PeopleSoft Financials / Payroll Lead
3/2004 – 5/2004
Payroll Lead for Implementation of PeopleSoft 8.8 North American Payroll to be used as a Supplemental Pay System. The Supplemental Pay
System project coincided with the PeopleSoft Financials Implementation. Responsibilities included General Ledger, Accounts Payable, Asset
Management, Business Process Redesign, Compliance and delivery of Payroll System training to Federal Employees.
National Starch / ICI
Sommerset, NJ
Sr. PeopleSoft Global Lead
9/2003 – 4/2004
Global HR /Global - NAM Payroll / Benefits Administration, Financial / Order Management upgrade project - PeopleSoft 7.5 - 8.8.
Activities include Global Payroll / Global Human Resources / Compensation / Succession Planning / Recruit Workforce / Absence
Management / General Ledger / CRM / Order Management / Asset Management / Global Payroll Interface to Netherlands (NDL) and UK
Payroll Systems. Global Payroll for Mexico, Singapore and France. Global HR included more than 50 additional countries worldwide.
Interface development and management, Table Configuration, FitGap Analysis, Functional/Technical Spec Development and Test Script
Writing and Execution, Tax Upgrade Applications, HRMS Reporting, Business Units and Set ID, Time and Labor and Issue Resolution.
Strategic project planning with emphasis on Vendor Communication, CYE, Testing Strategies and Training Development and Delivery.
AIG – Bermuda / NYC
Bermuda/NYC, New York
Sr. PeopleSoft HRMS Global Project Manager
7/2003 – 9/2003
Involved in upgrade HRMS PeopleSoft 7.5 - 8.8 including Global Payroll / Benefits Admin / Recruit Workforce. Emphasis was spent on
expatiate taxation. Rules development for the following countries; Bermuda, UK, Spain, Singapore, Hong Kong, Mexico and Japan. This was
a backfill spot.
Chicago, Illinois
The Chicago Tribune Companies
Sr. PeopleSoft Payroll Lead / Testing Manager
9/2002 – 8/2003
PeopleSoft (ver 7.5-8.3 / 8.4) upgrade implementation project to include integrating acquired companies, data mapping, data conversion and
conversion of employee data as well as rework of all of the interfaces. Upgrade responsibilities include FLSA, Salary Planning, Table
Configuration, query conversion, Crystal, CRM, General Ledger, end user training CYE training, documentation and delivery (web and
classroom) training. Responsibilities as Testing Coordinator included: development of test strategies, system, integration, stress, pilot and
parallel testing, script writing and execution, coordination of multi-state testing sites and testing team, documentation and issue resolution.
Brooklyn, New York
KeySpan Utilities
Sr. PeopleSoft Payroll Analyst
6/2002 – 8/2002
PeopleSoft (ver 7.5 and 8.3). Upgrade implementation ver 7.50 – 8.3. Conversion of 11 acquired utility companies with ADP and Ceridian as
legacy systems. Maintenance support of weekly Payroll issues. Position Management, Employee Self Service, Tax Updates, Reconciliation,
FLSA, SmartTime time entry system, SQL, SQR, Query, Documentation, Education, Federal and State compliance and Audit. This was
backfill spot.
MD Anderson Cancer Center – University of Texas
Houston, Texas
Sr. Applications Systems Analyst HRIS
11/2001 – 6/2002
PeopleSoft E & G (ver 8.0 and 8.3) – client is a division of University of Texas. Tasks include but not limited to: implementation from ver
7.02 – 8.0 (go live 12/1/01), implementation of Global Payroll for Spain (ver 8.3), Functional/Technical Analyst utilizing my skillset to support
Payroll and HR Departments of 14,000 employees with upgrade ver 8.0 – 8.3, Position Management, ePay, eBenefits, eCompensation, eRecruit
and eProcurement, Purchasing, CRM, Commitment Accounting, Tax Updates, CYE Processing, 1042s, FLSA, Time and Labor, Visa Tracking,
Reconciliation, KRONOS, SQL, SQR, Query, PeopleCode, Documentation, Testing, Training, Reporting, W-2, Federal and State compliance,
Audit, as well as day to day Payroll production support issues.
University of Rochester – Strong Memorial Hospital
Rochester, New York
Sr. Software Specialist / Campus Solutions - HR Lead
11/2000 – 11/2001
At the University of Rochester, I worked on the HRIS Project as Functional Lead. My position relayed heavily on my knowledge of Campus
Solutions, Student Records, Student Financials, Payroll, Payroll Interface. HR, Benefits, Tax as well as PeopleSoft functionality. Day to day
tasks included but not limited to: Problem Resolution, Business Analysis, Change Management, Tax Upgrades, Taxation Issues, Testing,
Kronos, version upgrade implementation (7.02 – 8.0), SQL, SQR, Peoplecode, script writing, testing documentation, 1042s, Visa Tracking,
FLSA, HRMS Reporting, Y/E Processing.
Winter Haven, Fl and Houston, Texas
Payroll / Tax Compliance Project Manager
8/1983 – 11/2000
Payroll and Payroll Tax Management to include a manufacturing and services company. PeopleSoft certification in 1997 for HRMS
applications. Global HR, Global Payroll, NA Payroll, ADP, Time and Labor and Base Benefits Project Management.
EDUCATION
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
S.U.N.Y. Plattsburgh
Plattsburgh, New York
Certified Payroll Professional
1983
B.A. Accounting
1998
PMP
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
SURESH PANDURANGAM, PMP
Key Skills:
•
PeopleSoft ERP Financials/Human Capital Mgt/Campus Solutions, GAAP/GASB accounting principles, Technical Contract negotiations, Vendor
management, Software and Project evaluation, Capital Budgeting and Forecasting, Production support for critical financial systems, outsourcing,
Solid understanding of corporate accounting and finance functions, Excellent interpersonal, managerial and leadership skills with the confidence to
act quickly to gain trust both internally and externally. Proven ability to work with project management applications. Certified PeopleSoft Financials
GL and Commitment Control lead, Higher Education/ State/Federal Funds Accounting and Data reconciliation specialist, expertise and experience
in implementing & upgrading PeopleSoft ERP Solution (Versions 6.x, 7.x, 8.x, 9.x), PeopleTools (up to Release 8.49), Business process reengineering and design
Experience Summary:
•
Over 17 years of solid, progressive technology and business-focused leadership work-experience in diverse sectors and functional areas, including
full life-cycle implementation and management of IT projects, especially ERP (Financials/HCM/Campus Solutions) implementation projects. Have
worked on I.T and business process re-engineering projects in the higher education sector and other industries such as financial services, logistics,
retail, consumer goods and manufacturing. Have extensive hands-on experience in performing ERP package evaluations, functional fit/gap analysis,
business process design and reengineering, testing, and implementing PeopleSoft Financials (GL(including Commitment Control), Projects, AM,
AR, AP, BI, Budgets and Purchasing modules) in DB2/Oracle/ Informix/ SQL Server database environments. Possess a sound understanding of
technology, the challenges and risks involved in projects, business processes and project implementation methodologies. Significant experience with
managing highly technical teams with success
•
Work experience has revolved around ability to plan, organize, communicate, motivate and make effective decisions in a leadership capacity.
Careers marked by successful adaptation of various project management methodologies to diverse business settings. Have a proven track record of
achieving success through business process engineering, complex ERP implementations and the ability to over-come barriers and roadblocks to
project completion. Sound experience in Project Management, Business Process Reengineering, Process Modeling, Data Modeling, Joint Application
Design/Prototyping
Education:
•
Bachelor of Engineering(B.E), Electrical and Systems Engineering (1986-1990)
•
MBA – Finance/Accounting systems (1990-92) Indian Institute of Management, Bangalore
•
Several Business Analyst, Project Management, Leadership and PeopleSoft Functional and Technical courses – Financials, Campus Solutions,
PeopleTools
•
Project Management Institute-PMP Certified and Working On Program Manager Certification
Details of Work Experience:
o
Worked in the capacity of Functional Lead manager in partnership with leading Systems Consulting companies such as Oracle,
Accenture, PwC, Bearing Point to implement/upgrade/support PeopleSoft ERP Financials/HCM/Campus Solutions for multiple
Universities in the USA. Led client-consultant functional teams on projects.
o
Project Functional Lead roles carried management responsibilities that included leading discovery sessions with the client, detailed fit gap
analysis, business process documentation, detailed prototyping and testing of functionality, identification of various upgrade
options/scenarios, detailed project planning and user training
o
Successful track record on every project with implementation on time and well within budgets accountability for projects from original
concept through final implementation.
o
Interfaced with all areas impacted by projects including key end users, computer services and client services to provide a single point of
contact for respective project.
o
Defined project scope and objectives, including identifying and determining project outcomes, critical success pathways and appropriate
parameters. Developed detailed work plans, schedules, project estimates, resource plans and status reports to lay out the progression and
scope of the project. Conducted project meetings and shared responsibility for project tracking and analysis. Provided project status
reports
o
Ensured adherence to quality standards and reviewed project deliverables to decrease instances of scope creep. Actively assisted in
achieving financial objectives by preparing project budgets, scheduling and approving expenditures, analyzing variances and initiating
corrective actions.
o
Managed the integration of vendor tasks and tracked/ reviewed vendor deliverables.
o
Provided direction and guidance to lesser-experienced project management staff to assist them in their role and understanding of more
complex project management. Provided technical and analytical guidance to project team and technical and functional project members.
Cleared pathway for project team to ensure they had the appropriate resources to function in their assigned roles. Served as a lead member
of the PeopleSoft functional/configuration team. Performed functional analysis, requirements, definition and ERP module configuration
and testing. Analyzed requirements to apply system solutions to business problems.
Client:
Florida A&M, Talahassee Florida
Project Role:
PeopleSoft Financials Project Manager and Solution Architect
Environment:
FSCM 9.0
Project Duration:
08/2009 to 01/2010
Work Responsibilities: Project Manager and Change Management Lead for a PeopleSoft Financials audit and re-configuration project. The scope of this
engagement included mapping out existing policies, procedures and process flows that the customer felt needed to be refined and managing the re-design,
configuration, testing and training activities. Responsibilities also included serving as a functional team lead for General Ledger, Commitment Control
and the Accounts Receivable modules.
Client:
Project Role:
Environment:
Tufts University, Medford, MA
GL Upgrade Lead Consultant
FSCM 9.0 MP5, PT8.49, Oracle
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Project Duration:
02/2009 to 8/2009
Work Responsibilities: Functional Lead General Ledger consultant on the significantly customized PeopleSoft Financials upgrade project from Ver 8.4
to Ver 9.0. Project responsibilities include leading customization documentation sessions with functional/technical teams, discovery sessions with the endusers in Treasury, General Accounting, Sponsored Programs and Capital Projects departments. Key deliverables are detailed fit gap analysis, business
process documentation, detailed prototyping and testing of new and upgraded functionality, identification of various upgrade options/scenarios and final
technical/functional recommendations.
-----------------------------------------------------------------------------------------------------------Client:
Florida Agricultural and Mechanical Eng. Univ. (FAMU), FL
Project Role:
GL/Project Costing/Commitment Control Project Manager & Lead Consultant
Environment:
FSCM 9.0, PT8.49, Oracle
Project Duration:
10/2007 to 01/2009
Work Responsibilities: Project Manager and Functional Lead consultant on the Financials upgrade to Ver 9.0 project. Responsibilities include leading
Ver 9.0 discovery sessions with the client, detailed fit gap analysis, business process documentation, detailed prototyping and testing of new and upgraded
functionality, identification of various upgrade options/scenarios, detailed project planning and user training. Modules directly responsible for include
General Ledger, Commitment Control across all modules, Capital Projects Costing. Cleaned up data and develop, test and institutionalize detailed
reconciliation procedures in and across GL/Commitment Control and other PeopleSoft sub-systems. Highlights of reconciliation areas include:
ƒ
Comparison between Commitment Control Ledger/Activity and Trans Logs by Budget Period/Fiscal Year/Accounting Periods. Supporting
transactions at detail chartfield level
ƒ
Compare module transactions in Purchasing (Reqs and POs), AP, AR, Billing and GL depending on the source of the transaction to the Source
Header, Source Line and Activity Log at a ChartField combination level to identify and rectify variances by sources
ƒ
Compare Open Balances in the Ledger KK to the Source Header/Source Line/Activity Log and Liquidation table for POs and Reqs with
outstanding encumbrances by ChartField combination. Variances occur when Successor docs alter chartfield values
ƒ
Establishing overall accounting data reconciliation procedures across Financials system and queries/procedures to support best practices and
adherence to Fund Accounting principles. Developed, tested and rolled out several queries/reports and allocations to better support reporting
and integrity of accounting data across the University
ƒ
Participated in several parallel PeopleSoft HCM/Campus solutions initiatives such as Commitment Accounting, Retro Pay, Campus Security,
Self-Service, Reporting, etc.
ƒ
Responsibilities included helping the client manage all stages of organizational change management including communication planning,
defining and implementing new policies/procedures and process flows and leading end user training activities.
-----------------------------------------------------------------------------------------------------------Client:
Brandeis University, Waltham, MA
Project Role:
GL/ Commitment Control Change Management and Team Lead
Environment:
Upgrade from FSCM 8.4 to 9.0, PT8.48, Oracle database
Project Duration:
10/2007 – 04/2008
Work Responsibilities: Part-time Functional Lead support consultant, assisting in functionality walk through sessions, fit-gap analysis and
prototyping/testing various upgrade enhancements for the University, specifically in the GL and Commitment Control modules. Scope of work included
Fit-Gap analysis, leading functional prototyping sessions, testing of current and enhanced functionality and training/documentation. Had responsibility for
overall Test strategy and detailed GL/KK test scenarios and scripts. Was part of the project team completing detailed integration testing across all modules
from source transactions to GL and reporting. Highlights included development, testing and proposed rollout of implementation of Parent-Child
Commitment Control functionality along with detailed Budget Security and Budget Closing procedures.
This customer required a significant amount of organizational change management to leverage the PeopleSoft functionality and ensure internal policies,
procedures and process flows adhere to audit and compliance regulations.
-----------------------------------------------------------------------------------------------------------Client:
New York University, New York, NY
Project Role:
GL/ Commitment Control/ Project Costing/Grants Lead
Environment:
FSCM 9.0, PT8.48, Oracle
Project Duration:
06/2007 to 10/2007.
Work Responsibilities: Lead consultant on this detailed upgrade assessment study and prototyping/testing various upgrade scenarios for the University.
The short-term goal was to complete the full assessment of upgrade scenarios from Ver 7.5 to Ver 9.0 including detailed functionality walk-through
sessions and fit-gap analysis. The long term goal is to implement the full suite of PeopleSoft modules. Responsibilities included leading discovery sessions
with the client, detailed fit gap analysis, business process documentation, detailed prototyping and testing of functionality, identification of various
upgrade options/scenarios, detailed project planning and user training. Modules directly responsible for included General Ledger including Multiple
Currencies, Multiple Business Units, Consolidations, Grants, Project Costing and Commitment Control across all modules. Planned and implemented the
detailed testing strategy for this project in conjunction with the University Project Team and Accenture Consulting team.
-----------------------------------------------------------------------------------------------------------Client:
State of Florida, Project Aspire, Tallahassee, FL
Project Role:
Commitment Control Project Manager and Team Lead for GL
Environment:
FSCM 8.8SP1 MP3, PT8.46, Oracle
Project Duration:
03/2005 to 06/2007
Work Responsibilities: For this prestigious State-wide Financials Project, played Project Manager and Team Lead consultant role for the Commitment
Control module and GL module, assisting the State in making the transition from the State financial system FLAIR/SAMAS to PeopleSoft Financials
8.8SP1. Was a key member of a functional team implementing several modules for the State, including GL with Commitment Control, AP, PO, AR,
Grants, Contracts, Billing, AR, and AM. In the role of lead commitment control consultant, key tasks included:
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
Detailed fit gap analysis for the GL/Commitment Control modules based on current business processes and requirements across the 38 State
Agencies
Part of Task force working on adopting best practices from Federal Projects Accounting
Configuration / Unit and Integration testing/ Customization of the various aspects of the GL/Commitment Control modules and Design/Development
and Testing of the various interfaces to Commitment Control (from 3rd party legacy systems such as the Budgeting Systems) and providing overall
direction to the functional team across all modules implementing Commitment Control functionality. Providing detailed knowledge transfer to client
personnel on use of PeopleSoft Commitment Control functionality, based on detailed understanding of funds-based reporting, budgeting and
accounting, encumbrance accounting and commitment control.
Responsibilities included helping the client manage all stages of organizational change management including communication planning, defining and
implementing new policies/procedures and process flows and leading end user training activities.
Project Position reported to: Project Director, State of Florida Financials Project
Client:
Project Role:
Environment:
Florida State University, Tallahassee, FL
Financial Functional Lead Consultant
FSCM 8.4/8.9. SP2 MP2, PT8.45.10
DB: DB2 UDB for UNIX, NT 8.1 Fix Pack 5 / Hardware: IBM p-series servers, AIX 5.2
Project Duration:
10/2003 to 03/2005
Work Responsibilities: For this prestigious public State University, was the functional lead consultant, having assisted the university in successfully
making the transition from the State financial system FLAIR/SAMAS to PeopleSoft Financials 8.4SP2. Was part of a 15-member functional team
implementing several modules for the university including GL with Commitment Control, AP, PO, ePro, AR, Expenses, Grants, Contracts, Billing, AR,
AM, Budgets. In the role of functional lead consultant, key tasks successfully carried out included:
•
Contribution to development of the detailed project plan and project monitoring activities
•
Detailed fit gap analysis for the GL/Commitment Control modules based on current business processes and requirements and the delivered
functionality in PeopleSoft Financials 8.4SP1
•
Configuration / Unit and Integration testing/ Customization of the various aspects of the GL/Commitment Control module and Design/Development
and Testing of the various interfaces to GL (from PeopleSoft feeder systems and 3rd party legacy systems), and providing overall direction to the
functional team. Provided knowledge transfer to client personnel on use of PeopleSoft Financials functionality, based on detailed understanding of
funds-based reporting and accounting, encumbrance accounting and commitment control.
Project Position reported to: Project Manager, FSU PeopleSoft ERP Project
•
Work Exp (b) - Rapidigm Consulting (now Fujitsu), Principal Consultant – PeopleSoft ERP practice - Sep 2001 to May 2003
o
Worked in the capacity of Functional Lead consultant on various PeopleSoft ERP Financials implementation projects. Led crossfunctional/technical project teams.
o
Designed and developed functional specifications, data flow diagrams, data mapping, flow charts, data dictionaries, and functional
mapping for automated solutions in support of business process operations and functions. Performed fit/gap analysis of business
requirements/processes to PeopleSoft delivered functionality.
o
Documented system enhancement proposals, outline issues, alternatives and provide recommendations detailing performance, costs,
scheduling, time and benefits. Configured configuration tables and transaction/control tables. Identify and resolve gaps in business
processes. Performed security/authorization set-up, user documentation, data interface design, data migration and reconciliation.
Highlights of sample projects worked as part of Rapidigm Consulting:
Client:
Boston College, Newton, MA
Project Role:
Financials Lead Consultant
Project Duration:
04/2002-10/2003
Work Responsibilities: For this prestigious College in Massachusetts, was the functional lead consultant, instrumental in successfully making the
transition from FAS legacy system to PeopleSoft Financials 8.4SP1. Was a key lead player in the 5-member functional consultant team implementing
several modules for the client including GL with Commitment Control, AP, PO, ePro, AR, Expenses, Grants, Contracts, Billing, AR, AM, Budgets. In the
role of the functional lead, key tasks carried out successfully included: development of the detailed project plan, detailed fit gap analysis for the
GL/Commitment Control and Budgeting/Budget Planning modules based on current business processes and requirements and delivered functionality in
PeopleSoft Financials 8.4, as well as providing direction to the functional team, based on detailed understanding of funds-based reporting and accounting,
encumbrance accounting and commitment control.
Project Position reported to: Project Manager, Boston College
-----------------------------------------------------------------------------------------------------------Client:
Florens Containers, San Francisco, California
Project Role:
Functional Lead
Project Duration:
03/2002-04/2002
Work Responsibilities: For this leading marine containers’ leasing company, assisted the client in carrying out a detailed upgrade
accelerator project as preparatory work prior to the impending move from PeopleSoft Financials Version 7.52 to 8.4. Modules covered
during the assessment included PeopleSoft Financials modules: GL, AP, AM, AR and Billing; and an entirely custom-built (with Peopletools)
module called Fleet Manager (Operations module). In the role of the functional lead, key tasks included: Assisting Project Manager and
technical lead in preparing the upgrade project plan, including detailed estimates of time and effort for the various project phases and
components, including the actual upgrade exercise, unit/integration/user acceptance testing, hands-on training and documentation,
documenting business currently functionality, and Analyzing and documenting all current customizations, outlining the scope for potential
decommissioning of applicable ones in the Upgraded environment and overall upgrade strategy.
Project Position Reported to: Project Manager
------------------------------------------------------------------------------------------------------------
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Employer/Client:
National Fuel Gas Company, Buffalo, New York
Project Role/Job Title:
Functional Lead
Project Duration:
01/2002-02/2002
Work Responsibilities: For this a leading producer and distributor of natural gas, conducted a detailed pre-upgrade assessment exercise
from Version 7.02 to 8 SP2 and 8.4. Modules covered during the assessment included Project Costing, GL, AP, AM, Purchasing and
Inventory modules. In this role, documented currently PeopleSoft functionality actively used by the users in the modules under
consideration, demonstrated and walked functional users through detailed module functionality enhancements in Versions 8SP2 & 8.4,
captured key functionality requests based on users’ current business requirements and anticipated future needs, and designed preliminary
fit-gap analysis document for the upgrade. Completed detailed project plan for the upgrade project. Plan included detailed estimates of
time and effort for the various project phases and components, including the upgrade, testing, training and documentation.
Job Position Reported to: Project Manager
--------------------------------------------------------------------------------------------------------------------------------Employer/Client:
Abercrombie & Fitch (A&F), New Albany, OH
Project Role/Job Title:
Functional Lead
Project Duration:
09/2001-12/2001
Work Responsibilities: For this leading retailer of high-end apparel, assisted the client in upgrading their Project Costing, GL, AP, AM and
Purchasing modules from Version 7.02 to 8 SP2. Responsibilities included detailed project planning, analyzing existing documentation,
interviewing end-users and subject matter experts within A& F to capture, document and obtain approval for detailed scope of the upgrade
project. Key accomplishment was to convey to senior management detailed implications of the upgrade project including cost and time savings,
necessary changes to current business processes and procedures and functionality enhancements to the various modules. A key achievement
was the successful carry over of over 75 customizations and modifications from the PS 7 environment to the new 8SP environment, testing and
hand-over to functional users. This included customized processes, reports, queries, pages and components.
Job Position Reported to: Project Manager
•
Work Exp (c) - Kurt Salmon Associates / Trans-tech Inc. / March First - Senior Manager, Enterprise Solutions – Aug 98 – Aug 01
o
System and Business Analyst responsibilities, team management, Client services, Software design, Liaison with IT/Business
stakeholders, Testing/ Training/ Demo and Knowledge-transfer, Bundles/Fixes/Patches & Instance Mgt. Strategist
Highlights of sample projects worked as part of Kurt Salmon/Trans-tech Consulting:
--------------------------------------------------------------------------------------------------------------------------------Employer/Client:
CyberSoft Insurance (JV with Royal Group), Bartlett, IL
Project Role/Job Title:
Functional Lead
Project Duration:
12/2000-08/2001
Work Responsibilities: For this leading E-Insurance venture, assisted in the full-cycle implementation of GL and AM modules of PeopleSoft 7.5 with a
view to streamline all accounting operations and financial reporting mechanisms across multiple international locations and business units. In this role he
acted as functional lead for full-life cycle development, and refined the client’s business processes, resulting in enhanced operational efficiency, data
integrity, and security. Planned and conducted detailed Fit-Gap analysis to map client multi-currency transactional and reporting requirements to Out-ofthe box functionality offered in PS 8. Tasks included user interviews, mapping of current business processes and functionality implemented in 7.5 and
anticipated future business requirements.
Job Position Reported to: Project Manager
--------------------------------------------------------------------------------------------------------------------------------Employer/Client:
Peopleflow, Chicago, IL
Project Role/Job Title:
Functional Lead
Project Duration:
06/2000-11/2000
Work Responsibilities: For professional E-Recruitment startup, assisted the client in designing and developing an ASP model with tie-ins with best-ofbreed partner companies and in defining ERP system requirements, identifying, evaluating and recommending an appropriate ERP package for the entire
Finance and Accounting operations. Led the detailed business requirements analysis and ERP system specifications, led the definition of PeopleSoft
Financials 7.5 standard functionality and a detailed fit-gap analysis between client ERP system requirements and out-of-the box PeopleSoft Financials
functionality, was involved in designing and developing the eStrategy with respect to business partners and interface design with all partners for the webenabled ASP solution, and effectively managed project scope, methodology, analysis, timeline, work plan, and resource allocation.
Project Position Reported to: Project Manager
Employer/Client:
UCLA, San Francisco, CA
Project Role/Job Title:
PeopleSoft Financials Consultant
Project Duration:
01/2000-06/2000
Work Responsibilities: Responsible for analyzing, mapping and estimating conversion effort and time for migrating data from disparate legacy systems.
Wrote and tested conversion program with complex data validation (accounts, departments, business units) procedures. Developed and interface from the
PeopleSoft 7 AM system to consolidating General Ledger. Modified processes (Journal generator, account creation, depreciation calculation), reports,
panels and menus.
Project Position Reports to: Project Manager
--------------------------------------------------------------------------------------------------------------------------------Employer/Client:
Salzer Group, IL
Project Role/Job Title:
Functional Consultant /Project Lead
Project Duration:
08/1998-03/1999
Work Responsibilities: For this multinational manufacturing and distribution conglomerate, led a PeopleSoft Financials Implementation of the Financials
and Distribution modules. Performed Fit/Gap Analysis to determine PeopleSoft allocation functionality in relationship to legacy systems and to determine
and document requirements for accounting and reporting systems. Designed, developed, and implemented combination-edits in PeopleSoft GL, designed
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
allocations in PeopleSoft and redesigned chart of accounts to meet PeopleSoft criteria and developed detailed functional/technical report specifications.
Planned and implemented functional, regression and stress testing to determine feasibility and user acceptance parameters
Project Position Reported to: Project Manager
•
Work Exp (d) - KPMG- A. F. Ferguson – Senior Consultant, IT Consulting practice – April 1992 – July1998
o
Played progressively challenging Management and I.T Consulting roles with clients in diverse sectors. Typical projects included IT
Audit, Systems Analysis, business process reengineering, security strategies and audits, technology planning
o
Worked on multiple full-cycle software development projects with clients in diverse sectors such as shipping, retail, banking and finance,
logistics and healthcare
TECHNICAL SKILLS
•
MS Office including Word, Excel, Power Point, Project, Access, Visio, Rational Rose
•
People Tools: App-Designer, PeopleCode, App-Engine, Component Interface, SQR, App-Messaging, Upgrade/Change Assistant, Tree Manager,
Integration Tools, Data Mover, Workflow, File Layout, App messaging/Integration Broker
•
Reporting Tools: SQR, Crystal Reports, Tree Manager, PS Query, nVision, XML
•
PeopleSoft Administration Tools: Process Scheduler, Configuration Manager
•
Application/Web Servers: Weblogic, Tuxedo, Jolt, Apache, Microsoft IIS
•
Operating Systems: Windows, Unix, Tools: Import Manager, Data Mover, Test Director, Win Runner, Load Runner, QTP, Mercury Load runner and
related
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
TER ESA N. LUSSIER PROFESSIONAL PROFILE
Solution-oriented Program/Practice Director/Functional SME with extensive experience on system analysis and design, configuration, and documentation.
Recognized for the ability to assess business needs and implement effective business system solutions. Demonstrated ability to provide timely, quality
support to internal and external customers. Team oriented with excellent interpersonal communication skills.
P ROGRAM/PRACTICE DIRECTOR/ FUNCTIONAL SME SUMMARY:
Over 20 years of Human Resource and IT experience with:
•
Excellent communication, presentation and problem solving skills. Have the ability to make broad based, cross-functional decisions and lead broad
based cross-functional teams.
•
Outstanding functional knowledge of Oracle Global Applications. With specific area focus in the Human Resource/Payroll area. (Oracle Human
Resources, Oracle Self Service, Oracle Payroll, Oracle Standard Benefits, Advanced Benefits, Oracle Training Administration, Oracle iLearning,
Oracle Learning Management, Oracle Discoverer, SmartForce, ProBusiness, Deltek, ADP, Ceridian, Hire.com, FormScape, Discoverer, BIS, etc.)
•
Hands on global implementation experience, as well as project management experience with Oracle full suite implementation of full Financials and
Human Resource/Payroll applications. Responsible for budget for full ERP suite with team of approximately 16 fte’s.
•
Includes global implementations. (US, Asia, Caribbean, Canada, Brazil, and Europe)
•
Have developed and managed full life cycle development models and procedures.
•
Database instance management.
•
Actively led and participated in RFP development and review process.
•
Implementation of Oracle Human Resources/Payroll with various third party products and vendors.
•
Oracle HR with ProBusiness Payroll as well as full financials
•
Oracle HR with ADP (several) as well as full financials
•
Oracle HR with Oracle Payroll (several) as well as full financials in both global single instance (GSI) as well as US only instances.
•
Third Party Products/Vendors: ADP, ProBusiness, Fastech, Deltek, AON, T Rowe, First Union, Cendant, Hewitt, Solomon Smith, FormScape,
Hire.com, etc.
Leadership and analysis experience handling payroll conversion from various systems such as PeopleSoft, ADP, Ceridian, Genesys, etc.
•
Leadership experience with implementation and production support of company portal both stand alone and integrated with the human resource
•
management system database.
•
Full understanding and hands on experience with business process analysis and re-engineering, gap analysis, system analysis and design,
specification preparation, project sizing, project plan preparation and reporting, end user and “train the trainer” training, preparation of training
manuals/procedures.
•
Strong understanding of data integration points between Oracle Human Resources/Payroll and Oracle Financials products.
•
Strong understanding of human resource and information technology management. Has held HR Director and as well as SR IT Mgmt level
positions.
•
Human Resource Generalist experience in employment, benefits administration, salary administration, payroll, employee relations, ADA, FMLA,
OSHA, workers’ compensation, union relations, facilities, safety, security, training and personnel management.
•
Design and development of Human Resources Policy & Procedures, Employee Handbooks and Safety Programs.
•
Design and development of job descriptions to comply with ADA and FMLA.
•
Corporate and division budgeting process.
•
Acquisition and divestiture project management.
•
Industry experience in staffing, banking, manufacturing, real estate, federal government and utilities.
•
Have hands on experience with over 6 full life cycle implementations of which 2 full cycle implementations in version 11i.
•
Team management and development.
•
Training curriculum development and delivery.
TECHNOLOGY
Product Expertise:
● Oracle Human Resources
● Oracle Self-Service Human Resources
● Oracle Payroll
● Oracle BIS
● Deltek
● Ceridian
● Smart Force
2905 Jordan Court Suite B-219
● Oracle Training Administration/iLearning
● Oracle Discoverer
● Oracle Standard & Advanced Benefits
● FormScape
● ADP
● Hire.com
● ProBusiness Payroll
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
INDUSTRY AND CLIENT HISTORY
Banking:
The Associates of N. America, E*Trade
Real Estate:
Trammell Crow Company
Engineering:
Dikita Enterprises of Texas, Inc.
Manufacturing:
Aerospatiale Helicopter Corporation, General Electric, Triad Color Graphics, Verifone
Technology:
Oracle Corporation, AnswerThink, B2BWorkforce
Utilities:
Mirant, Green Mountain Power, Diamond Offshore Drilling, Washington Suburban Sanitary
Commission, Bangor Hydro, Southern Mississippi Electric Power Authority
Public Sector:
GSA, US Postal Service, US Air Force
Pharmaceutical:
Merial, Ltd.
CAREER HISTORY
Dinero Solutions – Oracle Practice Director – 03/07 - Current
B2B Workforce – Oracle Product Specialist – 02/06 – 03/07
Merial, Ltd., HR Sr. Manager – 10/05 – 02/06
CSC (Mirant Corporation) Principal Program/Practice Manager – 1/05 – 10/05
Mirant, Corporation, Oracle Applications Manager – 09/01 – 12/04
E*Trade, Sr. IT Manager, 06/00 – 09/01
Cotelligent, HRMS Manager, 01/00 – 06/00 (E*Trade – Independent Consultant)
AnswerThink Consulting Group, Oracle Solutions Manager, 5/99 – 01/00
Oracle Corporation, Principal Consultant, 11/96 – 5/99
Dikita Enterprises of Texas, Inc., Director, Human Resources, 1995-1996
Triad Color Graphics, Director, Human Resources, 1994-1995
Associates Credit Card Services, Inc., Asst. Personnel Manager, 1990 - 1994
Trammel Crow Company, 1989 - 1990
Aerospatiale Helicopter Corporation, 1986- 1989
EXPERIENCE
Oracle Practice Director for Oracle Applications Consulting Firm:
•
Responsible for assisting with sales life cycle.
•
Assist with defining roles/responsibilities
•
Manage recruitment process for firm which includes hands on recruitment of full time employees and consultants as needed
•
Creates project staffing plans, staff the team, and manage staff on a daily basis for the overall Oracle practice.
• Manage the project execution and delivery, including high-quality deliverables and high levels of customer satisfaction
• Manages all aspects of Solution and Delivery of the Oracle Practice.
• Works with project leads for all customer feedback
• Presents or Reviews major deliverables and status reports to senior client management
• Troubleshoots any client issues and escalates as required
•
Delivers technical consulting services which will include database management, technical assessments, and technology solutions
•
Responsible for the Engagement Management process for all Oracle Clients
•
Works with our other Directors in the establishment and maintenance of other business partnerships
•
Maintains existing and new customer relationships
•
Drive partner relationships
•
Provide staff augmentation for end clients as needed
Oracle Applications Specialist for Staff Augmentation Firm:
•
Responsible for assessing client skill needs based on overall project delivery.
•
Managed team of recruiters.
•
Review resumes and validate if appropriate to meet end clients needs.
•
Managed and responsible for building an Oracle Professional Services Outsourcing Team for the largest Oracle Payroll Services provider in the US.
•
Participated in RFP review/responses. (Partnered with various integrators to assist in winning the project work.)
•
Actively participated with the Sales team in client meetings, sales calls, conferences, etc.
•
Responsible for building and managing end client relationships.
Oracle Applications Manager for Pet Pharmaceuticals Company.
•
Applications manager of Oracle HRMS solution for global pet pharmaceuticals company. Actively participated in assessment and rollout of Oracle
HR & Oracle HR Self Service. Company already live on Oracle Financials in stand alone environments. Worked with team to build overall strategy
to consolidate into one global environment.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Oracle Applications Manager for Energy/Trading Company.
•
Applications manager of Oracle ERP (Financials & HRMS) solution for global energy company. Actively participated and management of
outsourcing production support team. This included vendor evaluation through transition of team, to maintaining standards and meeting new service
level agreements. During transition phase of outsourcing project, successfully met goals set for implementation of Markview (automated accounts
payable process).
•
Led an effort to reduce overall HRMS support costs in the Jamaica business unit. Researched payroll vendors and led initiative for a vendor
evaluation and selection. Worked with a third party consulting firm to fold the Jamaica business unit (2500 employees) into existing Oracle HR
global single instance and a third party payroll vendor to configure an out-sourced payroll solution for the Jamaica operation. US to continue using
Oracle Payroll. Overall goal: to increase global reporting capability and reduce overall support costs.
•
Project management of 11i Human Resource/Payroll side of Oracle Financials/HRMS ERP global single instance implementation. The global single
instance was implemented for US, Canada, Asia and Curacao. Led team of approximately 30 employees and consultants to successfully meet go
live. Implementation included Oracle Human Resources, Oracle Employee & Manager Self Service, Oracle Training Administration, Oracle
iLearning, Deltek, Hire.com, Oracle Payroll & ADP, FormScape and various custom programs to address both employees and contingent workforce.
The full system includes over 30 interfaces to third party vendors and fully integrated with the Oracle Financials suite. Put together implementation
plan to roll out Oracle Time & Labor. Successfully managed the transition of consultant and contractor knowledge to a team of 7 production support
team members. Took total project size down from 20 to 7 members.
•
Implemented full life cycle development procedures and processes.
•
Implemented document management procedures
•
Special Achievements: Selected to participate in the Corporate Overhead Initiative (COI) project. This team is comprised of 18 Mirant employees
nationally. The purpose of the team was to review corporate expenses and reduce overall corporate spending by 68M.
•
Special Achievements: Was selected to participate in the Mirant Leadership Development program. This program was put together and allowed 22
Mirant employees to participate. This program was sponsored by the president of the company and the management council team played an active
role in the training and assignments delivered.
Senior IT Manager for Internet Trading Company.
•
•
Hands on implementation as well as project leadership for global Oracle HRMS and Financials implementation. Lead the HRMS portion of global
implementation to address both employees and contingent workforce. Lead team of approximately 12 employees and consultants to successfully
meet implementation deadline. Successfully managed transition of knowledge and released consultants. Final production team was stabilized and
comprised of 6 full time employees. Was responsible for leading team efforts for multiple projects such as Oracle Human Resources, Oracle
Employee Self Service, Manager Self Service, Icarian Work Force Applicant Tracking, ProBusiness Payroll, Bisnet, Fastech, etc.
Successfully managed technical production support team that supported the company portal.
Consultant – HRMS Project Manager/Lead
•
Project Manager and HR Functional Lead for Oracle HR application implementation for a Manufacturing company in Connecticut. Its corporate
office was rolling out the Oracle HR application to approximately 30 of its’ global operations. This manufacturing company within the umbrella
setup employs approximately 16,500 people, working in 20 different states, with approximately 90 locations, 10 of which were unionized facilities.
Processing 32 different payrolls. Successfully implemented the HR application, rolled out equipment, reporting functionality, developed and
delivered end user training (160+ users) and materials.
Consultant – HRMS Project Manager/Lead
•
Project Manager and HR Functional Lead in an Oracle Human Resources/Payroll/Financials implementation for an Offshore Drilling company.
Managed the HR core team timeline and project scope. Completed full business process analysis and re-engineering, gap analysis and application
design and implementation. Prepared and delivered end user training and materials. Met all project plan financials and timelines. This diverse
drilling company had locations throughout the US with multiple payrolls and legal entities. The core internal HR team consisted of approximately
15 members. The entire project team consisted of approximately 70 team members. The consulting team was composed of 4 team members.
Consultant – HRMS Project Manager/Lead
•
Human Resources Functional Lead in an Oracle Human Resource/Payroll/General Ledger implementation for a major water sanitation company.
Worked directly with client personnel to implement new database system by using human resource methodology. Managed project scope and
timeline. Was able to review and assist with re-design of salary administration program to accommodate future company growth and
competitiveness. Assisted in development of new job descriptions to insure compliance with ADA and FMLA. Assisted by streamlining processes
and increased efficiency by utilizing the functionality within the Oracle product suite. Formulated and delivered an “End User” training program.
Consultant – HRMS Project Manager/Lead
•
Human Resource Functional Lead for a global commercial company. Successfully implemented an Oracle Human Resources conference room pilot
system. This company had major sales and R&D facilities in seven countries. Worked independently with client setting up new database system
through analysis of global human resource methodology.
•
Demonstrated Oracle Human Resource Conference Room Pilot at a World Wide Human Resource meeting to assist with operational involvement
and acceptance.
Consultant – HRMS Lead
•
Key member of an Oracle Human Resource implementation for a US federal agency. This implementation was structured as a Job/Position
Maintenance system. The system was not implemented with the intention of holding employee data, but rather to be used for budgeting variances.
The core HR system was implemented with some customization in the area of reporting and data maintenance.
Other Various Assignments & Experience
•
Oracle Human Resource Implementation Instructor for Oracle Corporation internal student boot camp program.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
•
•
Assisted Oracle Sales team with client presentations.
Assisted Oracle Sales team with RFP responses and prepared Sales presentations.
Provided peak payroll year end volume support in Oracle Corporations’ world wide support organization.
Led an internal initiative to develop and implement training programs on the Web for the entire Oracle Human Resources suite of applications.
Key team implementation member of an Oracle Human Resource Conference Room Pilot (CRP) program for a major federal agency.
Key team implementation member of an Oracle Human Resources, Payroll, Training, and General Ledger demonstration system for the US Military.
EDUCATION
BA – Economics/Finance
University of Texas at Dallas
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Tina Travis
Professional Profile
With over eleven years consulting experience, Tina has assisted the successful implementation and training of the PeopleSoft Human Capital
Management, Campus Solutions, and Finance products at a wide variety of higher education and public sector clients. Additionally, she has led and
supported numerous PeopleSoft modules including the Human Resources Student Administration (HRSA) combined elements of Campus Community,
Admissions, and Student Records, implemented business process redesign for a PS Financials 8.4 General Ledger and Project Costing project as well as
managed multiple enterprise implementations and most recently a PS Financials 8.9 (AP, GL, AM and AR) training project. As a result, this background
has allowed Tina a breadth of experience where responsibilities have included project planning, fit/gap analysis, business process analysis/re-engineering,
deployment, report/query development, security strategy/implementation, end-user training and documentation development.
Skills Summary
PeopleSoft
HRMS Student Administration
Campus Solutions
HRSA – Student Administration
General Ledger
Project Costing
Accounts Payable
Asset Management
Accounts Receivable
Databases
Oracle 8, 9
SQL Server 7.5, 2000, 2005
Operating Systems
Windows XP/2003/2000
HP-UX 11.11
MS-DOS
Additional Skills
Fit/Gap Analysis
Testing
Functional
Application Tuning
Project Planning
Production Support
Business Process Redesign
End User Training
Change Management
Security Administration
Consulting Experience
Project Manager
State of Indiana – Auditor of State’s Office
8/07 – Present
Responsibilities Include:
•
Providing project management for the delivery of a state-wide system standardization of PS Finance 8.9 training for over 2000 agency end-users.
•
Developed project plan and training schedule for the roll-out of training to over 2000 users for a designated period as well as post-production
support.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
ERP Practice Director
State of Indiana – Family Social Services Administration (FSSA)
5/06 – 9/06
Responsibilities Include:
•
Provided business process expertise for redesign and development of business process documentation and queries to support process changes for
accounting end-users for PeopleSoft Finance 8.4.
•
Provided documentation and training to end-users regarding AOS reconciliation processes
•
Developed training documentation for Project Costing and General Ledger reconciliation processes
University of Houston Systems
3/06 – 6/07
Responsibilities Include:
•
Provided PeopleSoft functional lead support for Admissions and Campus Community for University of Houston System for implementation of 8.9
Campus Solutions.
Carnegie Mellon University
Responsibilities Include:
•
Provided ERP selection feedback and assistance for Carnegie Mellon University
2/06 – 2/06
Kansas State University
9/06 – 12/06
Responsibilities Include:
•
Provided Campus Solutions 8.9 integration assessment for project management for Kansas State University
•
Provided overall implementation timeline and implementation schedule for 8.9 Admissions for Kansas State University
California State University:
1/02 – 12/06
California Maritime Academy
CSU – San Bernardino
CSU – Channel Islands
CSU – Chico
CSU – Sacramento
CSU – Fullerton
Responsibilities Include:
•
Provided Project Management, Campus Community, Admission and Recruitment consulting support for the implementation of PeopleSoft Student
Administration at multiple California State University Campuses.
•
Led fit/gap analysis sessions for deployment of the PeopleSoft Student Campus Community, Admission and Recruitment modules.
•
Identified system gaps, and designed functional specifications to tailor functionality towards university needs and requirements.
•
Provided planning/implementation strategy support to the internal project management team. Specifically, facilitated cross-functional meetings,
prepared and maintained project task, timeline and schedule documentation as well as managed resource planning.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Process Specialist/Project Manager
Emory University
3/99 – 10/08
Included the following Schools:
Graduate School
Oxford College of Emory University
Nell Hodgson Woodruff School of Nursing
Rollins School of Public Health
Goizueta Business School
Candler School of Theology
School of Medicine
Responsibilities Included:
•
Led fit/gap analysis sessions for deployment of the PeopleSoft Student Campus Community, Admission and Recruitment modules.
•
Identified system gaps, and designed functional specifications to tailor functionality towards university needs and requirements.
•
Provided planning/implementation strategy support to the internal project management team. Specifically, facilitated cross-functional meetings,
prepared and maintained project task, timeline and schedule documentation as well as managed resource planning.
•
Provided project planning, customization analysis/design, conversion planning, interface design, testing, scope definition, and training strategy
development for both traditional and non-traditional academic structures.
Los Rios Community College District
3/01 – 6/01
Responsibilities Include:
•
Led fit/gap analysis sessions for deployment of the PeopleSoft Student Campus Community, Admission and Recruitment modules.
•
Provided planning/implementation strategy support to the internal project management team. Specifically, facilitated cross-functional meetings,
assisted client project manager with preparing and maintaining project task, and timeline.
Leland Stanford University
5/02 – 6/02
Responsibilities Include:
•
Provided functional lead expertise for the development of the PeopleSoft Reporting Data Store product for Student Administration/Campus
Solutions Admissions, Recruitment and Campus Community.
Universidad PanAmericana
Responsibilities Include:
•
Created an Admissions and Recruitment prototype.
9/00
Central Queensland & Griffith University – Australia
Responsibilities Include:
•
Delivered Academic Advising training for version 7.6.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
9/00
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Christopher Newport University
5/00 – 7/00
Responsibilities Include:
•
Led fit/gap analysis sessions for deployment of the PeopleSoft Student Campus Community, Admission and Recruitment modules.
Identified system gaps, and designed functional specifications to tailor functionality towards university needs and requirements.
•
•
Provided planning/implementation strategy support to the internal project management team. Specifically, facilitated cross-functional meetings,
prepared and maintained project task, timeline and schedule documentation as well as managed resource planning.
11/99
Oklahoma University Health Science Center
Responsibilities Include:
•
Delivered preliminary campus community sessions with various campus users to discuss shared data standards, data stewardship, business rules and
best practices
•
Assisted in the timeline and schedule for Campus Community data conversions.
Virginia Community College System
Responsibilities Include:
•
Assisted with building an Admissions prototype in a multi-institution academic structure.
5/00
University of Central Florida
Responsibilities Include:
•
Provided post-production support for Admissions report development.
•
Led sessions across all functional areas for 3C development.
8/99 – 4/00
10/98 – 3/99
Gallaudet University
Responsibilities Include:
Led fit/gap analysis sessions for deployment of the PeopleSoft Student Campus Community, Admission and Recruitment modules.
•
•
Identified system gaps, and designed functional specifications to tailor functionality towards university needs and requirements.
•
Provided planning/implementation strategy support to the internal project management team. Specifically, facilitated cross-functional meetings,
prepared and maintained project task, timeline and schedule documentation as well as managed resource planning.
Purdue University Office of Admission
1/95 – 4/98
Responsibilities Include:
Served as an analyst for the custom built Student Contact System (SCS)
•
•
Developed training materials and trained Admission staff on the SCS system
Developed and executed ad hoc as well as summary level queries and reports
•
•
Maintained the Office of Admission website
•
Assisted in the development of an experimental database to collect and use geo-demographic software to be used for future efforts regarding
prospective student choice modeling, targeted recruitment and marketing.
Education
Purdue University
Bachelor of Arts, English (Professional Writing for the Computer Industry)
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Vickie Martin
PROFILE
I am an effective, team-oriented leader and executor for application and ERP vendor development and implementation with
extensive expertise in Higher Education, Federal Government, Healthcare, Staffing, Engineering, Investment Banking, Software
and Construction/Manufacturing. I also am an educator for Higher Education institutions to provide adults with the continuing
education that they desire.
-
Project management (PMP, PMI) including application upgrade and implementation, change control process
implementation, database upgrade and installation, disaster recovery planning
Project planning including project charter, scope, change order management, budget planning and management,
executive communications
Full lifecycle implementation and upgrade expertise for PeopleSoft Financials, Campus Solutions and HR including
requirements gap/fit analysis, design and implement PeopleSoft Financials and reporting solutions.
Design and implement PeopleSoft application security including setup and configuration, data conversion, prototype,
and analysis and troubleshooting as well as security documentation, audit guidelines and application strategy
Systems auditing (Sarbanes-Oxley, Public Organizations and Federal Government) and change control management
Production support including feature implementation, reporting, debugging and troubleshooting
Application(s) testing, test plans, scripts, scenarios and quality assurance
Mentoring users, co-workers and customer
End user training, development and delivery
Budget planning and administration
Educating adults in a University environment in their pursuit of advanced education
Develop and implement application implementation methodology and change management methodology
-
SOFTWARE RECAP
PeopleSoft Financials (General Ledger, Multi-Currency, AR, Billing, Travel and Expense, Allocations, Consolidations, AP, ePro, Projects, Budgets,
Assets, Purchasing (Versions 2.X to 9.0)), CRM, Campus Solutions, Human Resources (Core, Time & Labor), Portal, PeopleTools (PeopleCode, nVision,
Crystal, Security, Utilities, Query, Trees, Workflow (Versions 2.X to 8.X)), Microsoft Office (Word, Excel, PowerPoint), Pop Select, Equations, Visual
Basic, Microsoft Project, Lotus 123, Microsoft Access, MicroControl, Crystal, ACF2, SQL*Plus, SQL, Oracle, DB2, SQLServer, HTML.
EXPERIENCE
University System of Colorado
August 2008 – Present
Project Lead & Solution Architect for PeopleSoft Campus Solutions/CRM/Portal Implementation, PeopleSoft AR/BI Implementation, PeopleSoft Financials
Upgrade
•
Developed and managed project plans in support of Campus Solutions/CRM/Portal Security, PeopleSoft AR/BI implementation and PeopleSoft
application upgrade.
•
Designed, setup, tested and debugged application security issues related to CRM and Campus Solutions.
•
Monitored integration broker messages between C/S, Portal and CRM to ensure that all messages were resolved as required.
•
Provided support in setup of the web service security required for the automated provisioning for external users.
•
Designed and delivered PeopleSoft Query training to Campus Solutions users in support of query and reporting requirements.
•
Designed and developed PopUpdates and Equations in support of business processes within Financial Aid and Student Financials.
•
Completed analysis of upgrade from highly customized PeopleSoft Financials to 9.0.
•
Completed gap/fit and recommendation for implementation of AR and Billing in support of replacing a 20 year old system.
•
Worked with end users, campus liaisons, project managers, upper management and faculty in ensuring that the needs identified were met for the specific
areas of concern.
•
Analyzed and designed Campus Solutions security model for Admissions, Student Financials, Student Records and Financial Aid.
•
Developed and implemented Campus Solutions security model including Portal, SACR, Folder, and Report Definitions.
•
Provided end user support during production rollout for Campus Solutions phases including troubleshooting of issues, use of the application and
functionality and training of specific functionality in support of job functions.
•
Designed and developed Campus Solutions Queries and XML reports.
University
October 2007 – December 2008
Independent Consultant/Project Manager (PeopleSoft Financials, HR, Campus Solutions Upgrade)
•
Provided project management planning and leadership for the Financials and Human Resources upgrades.
•
Completed security analysis, setup and refinement in support of the HR implementation 8.9, Financials update 8.4 to 9.0 and Student/Campus 8.4 to 9.0.
•
Created application security strategy, key reporting needs, and workflow notifications for security changes.
•
Gathered and analyzed requirements for the Financials 8.4 to 9.0.
•
Implemented new functionality to include billing sponsors from Contract through Billing/AR, Travel/Expense for the Campus, RFQ, etc.
•
Redesigned ePro and Travel workflow rules to work with the new engine, including 8 levels or approvals and based on dynamic as well as static roles.
•
Assisted in the initial implementation of Time & Labor 8.9 for use in a limited campus base.
•
Reviewed current application configuration and modified to take advantage of efficiencies and adapt to business process changes
•
Completed application testing and development for financials upgrade for core modules, AP, Travel & Expense, Purchasing, ePro, Assets, Receivables,
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Billing, nVision, Security, Crystal
Integrated Financials with PeopleSoft HR/Payroll version 8.9 and Student Admin 8.4.
Designed and executed test scripts using UPK; the test script format then became the basis for user training.
Completed data cleanup and synchronization between all modules to enhance use of the application.
Implemented system audit guidelines related to reporting, audit, security, development guidelines and change management.
Completed complex Query report development, Crystal reports with sub reports and nVision board books in one layout.
•
•
•
•
•
Staffing Firm March – August 2007
Independent Consultant/Project Manager (PeopleSoft Financials Upgrade)
•
Provided project plan guidelines and oversight related to the financials upgrade
•
Gathered and analyzed requirements for the Financials 8.0 to 8.9 upgrade
•
Implemented use of allocations, consolidation and eliminations for the Financials including analysis of reporting requirements, configuration and
development of necessary reports.
•
Designed and executed test scripts for GL (module journals, accruals, and allocations), Billing (billing interface through to invoicing), Receivables
(from Billing through to GL), Projects (from billing data) and reporting (nVision and Crystal/Query).
•
Configured and implemented Billing using the Billing interface from a 3rd party.
•
Designed, developed and tested complex Crystal reports to meet invoicing and regional reporting needs
Redesigned security including portal synchronization to accommodate 8.9 upgrade.
•
•
Completed end-to-end testing for Front Office through Financials and HR/Payroll.
•
Ensured interactive team environment to ensure successful and effective results for the organization.
Hospital
July – December 2006
Independent Consultant (PeopleSoft Financials Upgrade)
•
Created and managed the financials project plan including management health status and key performance highlights.
•
Gathered and analyzed requirements for the Financials 8.0 to 8.9 upgrade
•
Implemented use of budgeting/forecasting with multiple ledgers and using allocations.
•
Designed and created nVision books to support the budgeting, forecasting and planning for the expansion of the business.
•
Completed application testing for financials upgrade from 8.0 to 8.9 for core modules, GL, AP, Projects, and Assets.
•
Completed user and technical documentation related to customizations, application enhancements, application configuration and user training materials.
Engineering February 2002 – January 2008
Director of Enterprise Application Development (PeopleSoft Implementation and Upgrade, Custom Application Development)
•
Led the program management for the implementation of a site wide PeopleSoft suite including 4 project teams and 5,000 employees.
•
Managed the implementation of the PeopleSoft ERP Financials and Procurement version 8.9. The first phase went live on time and under budget by
$110,000. Phase 2 went live in January 2007 on time and under budget by >$500,000.
•
Managed the upgrade of the PeopleSoft Human Resources application from version 8.0 to 8.9 including business unit split to different hardware.
•
Served as team lead in implementation of PeopleSoft Financials (GL, Assets, Payables, nVision reporting, warehousing, query, security).
•
Developed the software testing and change management methodology incorporating Sarbanes-Oxley, CMM, IEEE, best practice, etc.
•
Rolled out the use of Time & Labor 8.9 to meet the unique requirements of the Idaho Site.
•
Designed and executed test scripts for unit, system and end-to-end testing for IT use; developed guidelines for subject matter experts to use in the
development of their test cases.
•
Completed user and technical documentation related to customizations, application enhancements, application configuration and user training materials.
•
Completed requirements gathering, specification development, configuration and setup, report development, security design and setup, historical data
load, etc. for Financials (GL, Projects, AP, Reporting, Time & Labor 8.9, Security and Procurement.
•
Completed design of core business processes for purchasing for Rocky Flats and Idaho
•
Implemented the use of Time & Labor 8.0 for all employee and subcontractor types including significant customizations to allow for split timesheet
reporting for Rocky Flats.
Software
October 1998 - February 2002
Financial Applications Manager, MIS Applications (PeopleSoft Implementation and Upgrade, NIKU)
•
Managed the rollout of new internally used systems including management status reporting, budget review and coordination, business case preparation,
issue resolution.
•
Led the implementation of PeopleSoft FDM (7.X, 7.53 Upgrade, 8.X Upgrade) including General Ledger, Reporting, Budgeting, Accounts Payable,
Receivables, Billing, Asset Management, and Purchasing.
•
Led the implementation of NIKU PSA to entire PSO field. Rollout included internal departments based on successful rollout to PSO.
•
Developed and implemented budget and forecasting module using PeopleSoft applications and reporting
•
Developed and implemented security processes and procedures for PeopleSoft, NIKU and internal systems.
•
Developed business processes related to the requisitioning and purchasing requirements with flow to AP and BI.
•
Developed end user training curriculum and materials for PeopleSoft FDM (GL, AR/BI, OM, AP/PO, AM) and HR (Ben Admin, Base HR, SelfService, Training)
•
Provided management and financial reporting solutions using nVision, Query and Crystal.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
Converted historical information from legacy systems.
Fully tested all interfaces from/to General Ledger, Accounts Receivable, Billing, and Order Management.
Ensured team members met audit requirements for systems to ensure integrity, system stability and system optimization.
Delivered National User Conference presentations (Designing a Chart of Accounts and ChartField Customization, Upgrading with the PeopleSoft
Upgrade Lab, Reaping the Benefits of PeopleSoft Ben Admin).
Staffing
January 1998 - October 1998
Consulting
Manufacturing. PeopleSoft Financials (GL, Assets) V7.X implementation and subsequent upgrade
Financial Services. PeopleSoft Financials (GL) V5.X implementation
Consulting
Manufacturing. PeopleSoft Financials (GL) V5.X implementation
Financial Services. PeopleSoft Financials (GL) V3.X implementation
Financial Services. PeopleSoft Financials (GL) V2.X implementation
Banking. Dun & Bradstreet GL and Reporting implementation
Financial Services. Dun & Bradstreet GL and Reporting implementation
Big 6 Consulting
June 1994 - January 1998
October 1991 – June 1994
June 1989 – October 1991
EDUCATION/CERTIFICATIONS
o
o
o
o
Tulane University, Sarbanes-Oxley Certification
Project Management Institute, PMP/PMI Certification
Suffolk University, Masters of Science - Business Education
University of Wisconsin - Eau Claire, Bachelor of Business Administration
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Human Capital Management
Consultants
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Barbara Sanborn Certified PeopleSoft HCM/Tools
Overview
Barbara is a seasoned senior human resource development and information technology professional. Has hands-on functional expertise, curriculum
development, implementing and upgrading PeopleSoft Human Resources (including eApplications, ELM, Health and Safety), Benefits, Payroll,
Competencies, Compensation modules, versions 6.0-9.0, and Sales Incentive Management, Front Office Systems modules. Over ten years’ experience as
a PeopleSoft Consultant project manager, project leader, and end user. Has over 20 years of results-oriented experience in national and international
environments managing projects and programs including implementations, upgrades and training, for energy, healthcare, information systems,
manufacturing, maritime, distribution, retail industries, state and federal government. Presented at National and Regional professional meetings. Extensive
background in education at the University level as an instructor, professor and administrator. Strategic planning and change management consultant with
expertise in Balanced Scorecard, change and transition initiatives as well as development programs. Developed and presented programs for ERP
implementation and Business Process Analysis. Certified in PeopleSoft HCM and Tools.
Professional Summary
Peak Performance Technologies, Inc. July 2008-Present
NFC UPK Development and Training
•
Worked with the customer to lay out upgrade plan from 8.8 to 9.0
•
Worked with customer and integrator to create project plan that included scope, tasks, constraints, milestones and onsite/remote schedule for
consultants.
•
•
•
•
Responsible for leading Fit Gap sessions between 8.8 and 9.0 for all HR content (no payroll)
Led all Self Service fit gaps sessions and worked on a plan to “de-customize” the existing system
Managed all Organizational Change Management activities related to upgrade and reimplementation
Responsible for all HCM and Payroll Content and Development related to new 9.0 environment and UPK Development
o
Payroll is a legacy application
•
Led Security Content, Development and Training Components of the project
•
•
Managed rollout of Workflow for new 9.0 HCM environment and all UPK associated training
•
Provided future state recommendations for how to build a 9.0 environment that would be scalable to leverage 9.1 features in coming years. (i.e.
e-Performance, Manager Desktop..)
Due to delays and rethinking of project plan and associated timelines we walked customer through new features arriving in version 9.1 to
determine viability of waiting for this release
•
Identified differences between 9.0 and 9.1
•
Created matrix that identified value of 9.1 functionality and determined the changes between 9.0 and 9.1 were negligible
Ciber, Inc. March 2007-July 2008
Pre Sales Presentations for Sonoma County in Northern California.
•
Response to an RFP for an HCM upgrade to 9.0
Strategy Project State Government Agency (King County, WA)
•
Strategy project for 8 weeks to determine phasing, version, plans for testing, , fit/gap for a county agency.
Implementation is planned to start in October and will be a five to ten year project. Presentations to stakeholders regarding findings.
ELM Fit/Gap, and Test Plan Development (Metropolitan Water District) February 2008
•
Conducted an ELM fit/gap for a state government Agency
◊
Initial Set up of system with technical support
◊
Fit/Gap and Requirements
◊
Configuration
◊
Design and Customization
◊
Test Scripts
•
UPK for support of all activities
•
Designed for UPK development
Developed Benefits Administration and Initial Business Process Engineering Methodology for the City and County of San Franciso
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
Developed the modules for Benefits Administration and Base Benefits for the City and County of San Francisco upgrade to version 9.0
V9.0 PeopleSoft Upgrade (Trinity Health Systems) August 2007 –January 2008
•
Developed and conducted Business Process Analysis for an HCM upgrade from 8.9 to 9.0 for eight healthcare facilities.
◊
◊
Business Process Analysis included:
o
Business Rules and Policy
o
Process Flow Documents (WorkFlow)
o
HCM
o
o
o
o
o
Ben Admin
Compensation
Payroll
Designed functional for the UPK PeopleSoft Product
Business Process Analysis
•
Business Rules and Policy
•
Process Flow Documents
•
Change Management Issues and Plans
•
Issues and Plans
•
Integration of 7 remote facilities with corporate
July-August 2007: Completed response documents for County of San Francisco upgrade implementation and Water Management
District Proposals
Business Process Re-engineering Project Archstone June 2007 January 2008)
•
Project Manager for implementation and Business Process Analysis, (both end user and Project Team ) and Requirements
idenfication PeopleSoft Upgrade to 9.0
ƒ
Payroll Interface to ADP
ƒ
Benefits
ƒ
HCM
ƒ
ELM
ƒ
Completed fit/gap documentation
ƒ
Completed configuration
ƒ
Developed test scripts
ƒ
Developed materials and presented project team .
Revere, Inc. 8/26/05 – 3/16/07
Business Process Re-engineering Project (A.Duda and Sons, Orlando)
ƒ
Business Process Specialist /Development Project Lead
•
Re-engineering the core financials, core HCM, sales, purchasing, inventory business process using a functional and system use case approach.
•
Trained client on functionality, business process and change management
•
Developed templates and methodology for analysis
•
Conducted interviews and re-engineering sessions
•
Documented high level process for system selection
•
Gathered Requirements for System Selection
•
Assisted client with development of RFP
•
Evaluated RFP and worked on selection process
•
Conducted business process “as is”, “to be” and gap analysis and for end to end processes including:
o
Order to cash
o
Demand to Build
o
Procure to Pay
o
Hire to Retire
ƒ
Strategic Analysis to include:
•
Operational Model to determine strategic direction for the organization
•
Strategic Analysis for the Human Resource and areas to determine optimal process, outsource opportunities for future state
Benefits Adminstration implementation for an IPO 8.8 and 8.9 Overview/Delta’s
ƒ
Project Manager:
•
Configured over 600 Benefit Programs.
•
Reviewed functional table setups and verified of the core Base Benefit tables for the new release.
•
Evaluated Payroll and interfaces.
•
Analyzed problems with setup which saved the IPO a significant loss of clients
•
Made recommendations for changes to existing business processes and setup to accomplish process improvements.
•
Provided and knowledge transfer to the end users.
•
Documentated and conducted end user for Benefit Administration
•
Documented and conducted 8.9 for HCM and Benefits Administration.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
B2B Workforce, Atlanta, GA 3/29/04-7/28/05
HCM analysis for current HCM project City Government
ƒ
Project Lead HCM:
•
Reviewed and documented Benefit Risks, Changes for Release Two of the implementation.
•
Reviewed functional table setups and verified of the core HR, Base Benefit tables for the new release.
•
Evaluated Payroll and interfaces.
•
Conducted an analysis to determine optimization for the second phase of an HCM implementation that was highly customized.
•
Made recommendations for changes to existing business processes and setup to accomplish process improvements.
•
Provided and knowledge transfer to the end users.
HCM HealthCare(Kaiser Permanente)
ƒ
Functional Lead HCM
•
Fit Gaps for Georgia, Ohio, Northern California, Hawaii, Northeast, Northwest Regions and executive offices.
•
Configured HCM for all regions.
•
Integrated configuration with benefits, ben admin and design team
•
Evaluated interfaces
•
Loaded configuration with component interface
•
Analyzed needs from each region for follow on phases.
•
Conducted process analysis for regions and corporate offices.
•
Developed scenarios and curricular information to test and teams
•
Trained end users and project team
U. S. Navy, Information Technology Center
ƒ
Lead for Recruit Workforce Implementation Team and ELM implementation team, analyst on Administer Workforce Team
•
Conducted fit/gap
•
Identified requirements use case analysis of current system vs. optimal system.
•
Analyzed over 100 legacy systems to determine fit.
•
Process Specialist on Workforce Administration Team
o
Requirements analysis
o
Fit/Gap large legacy database and 15 contingent web applications.
•
Lead for ELM, Grievance Implementation
•
Analyzed Naval Medical Center for PeopleSoft Fit/Gap
•
Analyzed workforce administration business process and potential for re-engineering to move toward removal of customizations
and a vanilla implementation
Ciber, Inc. 10/2003, 04/2004
State Department of Public Safety (Ohio)
ƒ
Project Lead
•
Full cycle implementation Human Resources, Base Benefits, eRecruit and Recruit Workforce, eProfile, Health and Safety,
Enterprise Learning Management.
•
Conducted fit/gaps, use case analysis, configuration and testing.
•
Worked with technical team to map the interfaces and complete the customizations.
•
Conducted end user for enterprise learning, HCM and Benefits
PEOPLESOFT, INC. 9/2000-10-2003
Maritime Corporation, (Crowley Maritime)
ƒ
Project Manager Upgrade from 7.5 to 8.8. Managed project using Microsoft Project 2003
•
Modules Employment/Recruit Workforce, Payroll, Benefits, Time and Labor, second phase to include administer , eApplications
and manager desktops.
•
Presentations and updates to project sponsors weekly
•
Conducted team meetings and maintained schedule, budget and timeline.
•
Developed timeline for entire project including system testing, user acceptance, and parallel testing and deployment.
•
Developed timeline for roll out dates for client’s marketing areas.
•
Offices in United States, Canada, Mexico, Asia/Pacific, Europe, Africa, Central America, and on ships throughout the world. All
payrolls are completed in Florida and Puerto Rico. Checks had to be provided to the ships as soon as they docked so logistics
became a very important aspect of the project.
•
Served as liaison with business owners for process analysis (fit/gap) testing and .
International Bank - Global Implementation (DC)
ƒ
Project Manager
•
Managed project using Microsoft Project 2003.
•
Modules Employment/Recruit Workforce, Payroll, Benefits, administer , eApplications and manager desktops.
•
Presentations and updates to project sponsors weekly
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
Conducted team meetings and maintained schedule, budget and timeline.
Developed timeline for entire project including system testing, user acceptance, and parallel testing and deployment.
Developed timeline for roll out dates for client’s marketing areas.
Offices in United States, Mexico, Asia/Pacific, Europe, several countries in Central America and the islands.. All payrolls are
completed in various countries and tracked in Washington, DC. Served as liaison with business owners for process analysis (fit/gap)
testing, deployment, and .
Government Solutions Company
ƒ
Project Manager Discovery/Optimization
•
Conducted discovery sessions for Sales Incentive Management and relationship to CRM, HCM
•
Provided final deliverable.
•
Discovery sessions with both technical and functional teams.
Auto Parts Company (VA)
ƒ
Project Manager, Strategy Phase Upgrade to 8.8
•
Project Manager for the Support Phase of an HR, Benefits and Payroll 8.8 upgrade implementation. Included strategy for
eApplications, time and labor interface to legacy system.
•
Liaison between client and PeopleSoft.
•
32,000 employees, 2500 locations.
•
Completed the upgrade strategy analysis and delivered to client
Mid Market Insurance Corporation
ƒ
Project Manager
•
Developed Strategy for Human Resources, Payroll, Benefit Administration, Recruit Workforce, eApplications and Payroll Interface.
Payroll for U.S. and Payroll Interface for Canada.
•
Developed overall project plan including strategy, structure, design/configuration, test and deploy.
•
Assisted business owner in revising business processes and procedures.
•
Provided functional and technical assistance to business owners in developing core table configuration, and conversion strategy
•
500 employees
•
Offices in United States and Canada.
Government Lending Group for Savings and Loans (FreddieMac)
ƒ
Project Manager, Optimization Project
•
Assessed potential for implementing or upgrading the following PeopleSoft modules: HR, Benefits Administration, Payroll, Manage
Competencies, Recruit Workforce, Resume Processing, eRecruit, Data Warehouse, ePerformance, ePay, eProfile, eRecruit,
eBenefits, Budget, , Succession Planning, Salary Planning.
•
Documented project assessment, developed detailed project plan and budgetary requirements, and presented them to executive
committees.
•
Discovery sessions for both technical and functional teams.
Implementation and Strategy Workshops (University Health in Cleveland,
ƒ
Project Manager, Strategy Sessions for Aircraft Manufacturer in Atlanta, and a University Health Center in Ohio
•
Completed Project Plan
•
Completed Charter
•
Developed Strategy for upgrades to 8.8 HCM
•
Completed project plan
Waste Management Corporation
ƒ
Project Manager, Upgrade 7.0 to 8.3-8.8
•
Full life cycle upgrade
•
HR, Payroll, Benefit Administration, Administration, Competencies, Compensation, eApplications, payroll interface for Canadian
offices, Kronos time and labor interface.
•
Managed a team of forty consultants from approximately ten different consulting companies.
•
Managed both the technical and functional teams
•
Managed the project with Project 2002 and CSC methodology.
•
Seven regional offices covering the United States and Regional offices covering the Canadian provinces.
•
Over 35,000 employees
•
Presented to executives, management teams and project teams regarding status, integration and process.
State Government Organization River Authority Lower Colorado River Authority
ƒ
Project Manager- Upgrade 7.0 to 8.8
•
Upgrade HCM( HR, Payroll, Benefit Administration, Administer , Health and Safety, Time and Labor) 7.0 to 8.8
•
Implementation Portal, Data Warehouse and eApplications
•
Completed and managed the Project Plan using Microsoft Project 2002
•
Managed a team of five process specialists from PeopleSoft and a client team of approximately 40 team leads and end users.
•
Managed both technical and functional teams.
•
Developed project strategy and charter documentation.
•
Maintained timeline, budget and resource allocations.
•
Used Compass Methodology
•
Developed strategy and documentation
•
Conducted end user and project team
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Energy Corporation Dynegy
ƒ
Project Manager- Implementation 8.3 Global
•
Full life cycle implementation of HCM( HR, Benefit Administration, Payroll, Time and Labor, Recruit Workforce, Position
Management, Portal, eApplications
•
Managed technical and functional teams
•
Developed project strategy and charter documentation.
•
Maintained timeline, budget and resource allocations.
•
Presented to project sponsors, executives and client team leads regarding status of budget, resource allocation and timelines.
•
Ensured all project documentation was complete and accurate.
•
Offices in the United States, Canada and England
•
Over 40,000 employees
•
Used Compass Methodology
•
Developed strategy and documentation and provided for HCM, eRecruit, and Payroll
•
Develop change management strategy
Front Office Staffing Corporation Randstad
Project Team Lead for HCM component of the Front Office System which was a new product for PeopleSoft
ƒ
•
Full life cycle implementation of HCM (HR, Payroll, Benefits, Time and Labor Version 7.5) and Front Office
•
Managed technical and functional teams
•
Conducted and documented functional and system use cases for the system using a modified rational approach methodology.
•
Maintained timeline, budget and resource allocations.
•
Presented to project sponsors, executives and client team leads regarding status of budget, resource allocation and timelines.
•
Ensured all project documentation was complete and accurate.
•
Offices in the United States, Canada and England
•
Over 40,000 employees
•
Trained end users and projecct team on a new PeopleSoft Module.
Battery Manufacturer IBSA
ƒ
HR Team Lead Full Implementation 7.5 HR, Benefits, Ben Admin, Payroll
•
Full life cycle implementation of HCM (HR, Payroll, Benefits, Time and Labor Version 7.5)
•
Managed technical and functional teams
•
Maintained timeline, budget and resource allocations.
•
Presented to project sponsors, executives and client team leads regarding status of budget, resource allocation and timelines.
•
Ensured all project documentation was complete and accurate.
•
Offices in the United States, Canada Retail operations throughout the United States and Canada
•
Over 35,000 employees
•
NOBLESTAR/STATISTICA, Washington DC 9/1998-9/2000
Federal Government Military Implementation DIMHRS
ƒ
Project Team Lead – Functional and System Use Case Analysis
•
Responsible for information gathering and analysis to identify and support requirements and COTS identification.
•
Led meetings for requirement definition, strategic operational assessment and system development strategies.
•
Influenced selection decisions and implementation strategies.
•
Researched products and services to best meet organizational needs.
•
Worked closely with the requirements and legacy system teams to identify project strategy.
•
Conducted functional and system use case analysis using Rational Rose and UML.
OPTIMUS, CHANTILLY, VA 11/1995- 8/1998
Aircraft Manufacturer Seattle Boeing
ƒ
Project Leader, Payroll and Travel Expense Interface. Testing lead for the implementation.
•
Learned and applied Boeing Project and documentation methodology.
Worked with both functional and technical teams to ensure configuration decisions were accurate.
•
•
Conducted Requirements analysis
•
Identification of earnings codes for all regional offices.
•
Integration of California corporation into Boeing System
•
Integration of Martin Marietta payroll and Boeing payroll.
Entrepreneurial Firm Acquired by Electronics Corporation (Compion Computer Systems).
ƒ
Human Resource and Director
•
Small entrepreneurial firm grew from 7 to 130 and then acquired
•
Developed security systems for the government
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
Developed all for both functional and technical employees including orientation, UNIX operating system, project management for
technical teams, finance, accounting and payroll, HRMS.
Developed for VAX computer and operation guides
Developed technical writing
Medicaid Managed Care Corporation HealthCare USA
ƒ
Vice President of Human Resources
•
Developed the entire Human Resource, Payroll, Benefits and Recruitment, HRIS organization for an entrepreneurial Medicaid
corporation.
•
Developed new venture offices in Alabama, Missouri and Tennessee as well as Florida.
Hospital Association Florida Hospital Association
ƒ
Director of Human Resources
•
Served on several state healthcare and education committees. Presented at Regional and National conferences.
•
Lobbied for healthcare initiatives in Human Resources and Education in Florida. Consulted on Human Resource systems, policy
and operational strategies with over 120 hospitals in Florida.
•
Developed first state recruitment event and served as first president for healthcare recruitment in Florida.
•
Completed compensation surveys for nursing and allied health.
•
Developed and conducted statewide programs for hospitals in HR, HRIS, Compensation and Recruitment
University Medical Center Shands Hospital at the University of Florida
ƒ
Director of Human Resources and Development
•
Directed Payroll/Benefits/Compensation/ and Development
•
Developed and presented orientation programs for Medical Center
•
Directed Employment/Recruitment
•
Served as first President of the State of Florida HealthCare Recruitment organization
•
Developed Nationally recognized Nurse recruitment program
•
Developed Career publication for the State of Florida High Schools
•
Served as President for the Alliance of 100+, an organization designed to encourage students to choose healthcare as a career
•
Developed and implemented an applicant tracking system for the medical center
National Health System Lutheran Health Systems Fargo, ND
ƒ
Vice President of New Ventures
•
Analyzed projects for healthcare venture opportunities including financials, construction, human resources, operations and all
aspects of a venture projection.
•
Implemented ventures in states from Arizona to Alaska in the western United States.
National Nursing Publication Nursing Spectrum
ƒ
CEO
•
Responsible for all aspects of ground floor development of a Nurse Recruitment Publication for the State of Florida
•
Publication grew to a position where it was acquired by Gannett Publishing
Hospital Physician Services Burnham Hospital University of Illinois
ƒ
Director of Physician Office Services
•
Implemented Hospital/Physician Billing System
•
Implemented Network for Physicians interaction with Hospital
•
Managed 26 independent practices including finance, human resources, operations.
Teaching Experience:
ƒ
Instructor/Coach: University of Illinois
ƒ
Instructor/Assistant Professor/Coach: University of North Dakota
ƒ
Athletic Director/University Administrator/Instructor/Coach: Moorhead State University
ƒ
Secondary Schools: Libby Montana, Wheatridge Colorado
Skills Profile
ƒ
ƒ
ƒ
ƒ
ƒ
Balanced Scorecard (Linking the planning processes to strategy execution)
Stand up (Platform) Trainer
ARIS
ePerformance
PeopleSoft Functional/Technical
•
HCM Core Tables 6.5- 9.0
•
Manage Positions
•
Administer /ELM 9.0
•
Plan Careers
•
Plan Salaries
•
Manage Competencies/Manage Profile 6.5- 9.0
•
Plan Succession
•
Report Regulations
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
•
•
•
•
ƒ
GL Interface
Payroll/Payroll Interface 6.5 to 9.0
Base Benefits
6.5 to 9.0
Sales Incentive Management Initial implementations
Enterprise Learning Management 9.0
Front Office Systems Initial Implementation
PeopleTools 8.4
Component Interface
Other Functional/Technical Expertise
•
Microsoft Applications
•
Microsoft Project
•
Blog Applications (Word Press, Google)
•
Interfaces to ADP
•
Front Page
•
Rational Unified Process
•
Adobe Acrobat
•
Photoshop
Education
ƒ
ƒ
ƒ
ƒ
University of North Dakota, Grand Forks, ND, Double Bachelor Degree Art, HPER, 1962
University of North Dakota, Grand Forks, ND, Master of Science, 1967
University of Illinois, Champaign Urbana, IL. 1970-72 PhD. Coursework Philosophy
University of Illinois, Champaign, Urbana, IL. 1982-83 Coursework PhD. Human Resource Training and Organizational Development
Certification
ƒ
ƒ
ƒ
ƒ
ƒ
PeopleSoft Functional HCM
PeopleSoft Tools
Certified Facilitator
Licensed Insurance Agent Life/Health
Licensed Realtor
Professional Organizations
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ASTD Association for and Development
Chamber of Commerce
PeopleSoft Users Group
Florida Hospital Association Recruiters Association
SHRM Society for Human Resource Management
PMI Project Management Institute
IEEE
Linkedin Member and Group Administrator
Publications/Presentations
•
“Students the HeartBeat of Health Care” National Healthcare Recruiters Conference San Diego, CA
•
Florida Hospital Association Statewide Meeting, Orlando, FL
•
Billing and Collection Systems for Radiology Practice: State Radiology Meeting, Orlando, Florida
•
eBook: PeopleSoft Tips and Tricks, 2007
•
eBook: ELM, A Walk in the Park, 2008
•
EmpowHR 9.0 Transition 8.8 to 9.0 Training Manual(UPK)
•
EmpowHR 9.0 Implementation Training Manual(UPK)
•
Workflow training manual(UPK)
•
Security training Manual(UPK)
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Jay Riffe
Summary
Over twelve years experience as a functional consultant on PeopleSoft’s Human Capital Management (HCM) suite. In recent years, has become an expert
with PeopleSoft’s Talent Acquisition Manager and Candidate Gateway modules as well as eCompensation Manager Desktop, ePerformance, eBenefits,
and how Position Management affects the various modules.
Proven ability to enter an environment, develop user requirements and discover opportunities for improvement through the use of system solutions based
on the client's needs.
Specialist in human resource skills tracking and management applications, specifically PeopleSoft HCM Collaborative apps. Participated in several
implementations and upgrades in various industries including public sector, higher education, healthcare, and manufacturing.
ERP Experience
Applications:
Recent Training:
PeopleSoft Human Capital Management 9.0, 8.9, and 8.8; Position Management; Talent Acquisition Manager 9.0,
Candidate Gateway 9.0; eCompensation, ePerformance, Manager Desktop (MSS); eProfile (ESS), eBenefits, and ePay.
Recruiting Solutions 8.9 and ePerformance 9.0
Implementation Considerations for eRecruit, eProfile, eBenefits, ePay, and eComp
Professional Experience
Federal Housing Mortgage Company
9.0 MSS and Talent Acquisition Manager/Candidate Gateway Functional Lead
Nov 2009 – Dec 2009
Upgrading PeopleSoft HCM from 8.8 to 9.0 for one of the two largest mortgage companies in the country.
♦
Performed Fit/Gap analysis on Position Management, ePerformance, and TAM modules.
Project was put on hold.
Rapid Transit Authority
July 2009 – Sept 2009
9.0 HCM and Talent Acquisition Manager/Candidate Gateway Functional Lead
Upgraded PeopleSoft HCM from 8.8 to 9.0 for a transit authority in the Northwest.
♦
Performed Fit/Gap analysis on Workforce Administration, Position Management, and TAM modules.
♦
Configured the system to meet the client’s business requirements.
♦
Creating functional specs for modifications to the application where gaps existed according to the client’s business process.
♦
Led testing effort by creating System and User Acceptance test scripts and reporting testing defects.
♦
Worked with the Security Administrator to ensure the proper roles were setup properly for workflow.
♦
Identified the deltas between version 8.8 and 9.0 to create UPK training materials.
♦
Prepared the client to move the application into production.
Fortune 500 Grocery Store Chain
9.0 Talent Acquisition Manager/Candidate Gateway Functional Lead
Jan 2009 – May 2009
Configured Talent Acquisition Manager (TAM) and Candidate Gateway (CG) to implement Recruiting Solutions 9.0 for a major retail grocery chain
in the Southeast to replace an existing internal recruiting solution.
♦
Designed and configured templates, questionnaires, and screening criteria to internally post job openings for retail and corporate operations.
Modified the Text Catalog to provide page instructions online.
♦
Configured Status Area and Reasons to trigger different dispositions in the Interview and Offer stages.
♦
Led testing effort by creating & executing system test scripts and reporting testing defects.
♦ Created use cases to develop Train-the-Trainer training guides for recruiters, hiring managers, and applicants.
♦
Worked with the Security Administrator to ensure the roles are setup properly for Recruiter, Recruiting Administrator, Hiring Manager, and
Applicant.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Gas Pipeline Company
Apr 2008 – Oct 2008
8.9 ePerformance Functional Lead
Configured Annual and Midyear Performance Reviews to tie to Salary Planning.
♦
Used Group Build to create Group IDs by Supervisor so managers can do employee performance reviews online.
♦
Configured Document Templates, Section Definitions, and Performance Criteria.
♦
Performed Fit-Gap analysis of requirements to package.
♦
Documented modifications to business processes, policies or system.
♦
Used UPK to create test plans and test scripts as well as review training documentation.
Nov 2007 – Mar 2008
8.9 eCompensation Functional Lead
Configured Base Compensation and Manage Budgeting (Salary Planning) to implement eCompensation and eCompensation Manager
Desktop.
♦
Used Plan Salaries to calculate Base Compensation Budgets; View Budget Comparisons; Plan Group Increases; Load Salary Changes to
Compensation Records (Job Data).
♦
Used Group Build to create Group IDs by Supervisor so managers can view and initiate changes for employees against an associated budget
online.
♦
Configured the workflow approval process for Ad Hoc Salary Changes to use Supervisor ID on the Job record instead of Manager ID off of the
Department table.
♦
Modified Roles and Permission Lists so that only managers had access to the data they needed to approve budgets.
♦
Directed the testing activity by developing test scenarios and scripts.
8.9 Talent Acquisition Manager/Candidate Gateway Functional Lead
Apr 2007 – Oct 2007
Configured Talent Acquisition Manager (TAM) and Candidate Gateway (CG) to implement Recruiting Solutions.
♦
Gathered and defined Talent Acquisition Manager (TAM) and Candidate Gateway (CG) requirements for the client.
♦
Led prototyping sessions and demonstrated software functionality.
♦
Developed fit/gap documentation based upon requirements and functionality.
♦
Designed and configured templates, questionnaires, and Terms and Agreements for external applicants and employees.
♦
Led testing effort by creating test scripts and facilitating testing defect review meetings.
♦
Assisted in creating training documentation for recruiters and hiring managers.
Major University in the Southeast
Mar 2007 – Apr 2007
Manager Self-Service Consultant
Analyzed the university’s business requirements to rollout Manager Self-Service (MSS) transactions such as Terminations, Retirements, Promotions,
Demotions, Pay Rate Changes, Transfers, and other Data Changes on PeopleSoft; which included identifying workarounds, customizations and revisions
to security.
♦
Worked with business analysts and developers to come up with a solution to roll out the MSS workflow approval processes. PeopleSoft-delivered,
several of these transactions did not have an approval process and, hence, did not meet the university’s needs.
Feb 2007 – Mar 2007
Healthcare System
eRecruit Trainer
♦
Maintained a current, in-depth knowledge of the functions and features of the eRecruit and eRecruit Manager Desktop product to effectively
transfer this knowledge to managers, supervisors, and recruiters in order to allow them to use the modules as effectively as possible.
♦
Delivered consistent, high quality, appropriate levels of training on the eRecruit product suite to a wide range of users.
♦
Courses delivered at corporate headquarters, client's sites, one on one, and remotely through Webex’s.
♦
Worked with the system analysts, developers, and/or infrastructure team to test software for go-live. Provided feedback on application errors
and worked with the necessary team for resolution.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
B2B Commerce Company
Jul 2006 – Jan 2007
8.9 Talent Acquisition Manager/Candidate Gateway Functional Lead
This client was upgrading from 8.3 to 8.9. They started implementing eRecruit in 8.3 and decided to scrap it. Therefore, this was a new implementation
of 8.9 Talent Acquisition Manager & Candidate Gateway from a third-party recruiting application, iCIMS.
♦
Analyzed and made recommendations for Talent Acquisition Manager (formerly Recruit Workforce and eRecruit Manager’s Desktop) and
Candidate Gateway (formerly eRecruit) configuration, customizations, and security to meet the client’s global business requirements identified in
PeopleSoft 8.9.
♦
Led Fit/Gap sessions to identify the client’s requirements and system modifications to adapt the system such as the Job Opening and Job Offer to
work globally across the U.S., Europe, and Asia.
♦
Configured Implementation Defaults, Sites, and Attachment Types based on the above.
♦
Set up Job Opening, Job Posting, Resume, Screening, Questionnaire and Recruitment Templates for the job requisition and job application
processes.
♦
Reviewed resume processing vendor solutions from Resume Mirror and Resume Fox. The Resume Mirror solution included a plug-in for
Microsoft® Outlook® and Microsoft Word® which allowed resumes received via email or opened in Word, to be processed through its resume
parsing extractor so they could automatically be loaded into the Talent Acquisition candidate database.
♦
Created functional specifications for developers to make customizations where delivered functionality did not meet the client’s requirements.
♦
Identified and created test scenarios and scripts for testing the system “soup to nuts” from the Job Opening through the Manage Hire business
processes.
Medical Instrument Company
Jan 2006 – May 2006
8.9 Self-Service Consultant
Analyzed the client’s business requirements to reconfigure and test eBenefits and eProfile on PeopleSoft 8.9; which included identifying
workarounds, customizations and revisions to security.
♦
Configured options in eBenefits to enable, by Event Class and Life Event Rules, how information entered through self-service is handled; for
instance, New Hires and Family Status Changes. Also, added client-specific information to the Self-Service Text tables.
♦
Configured options in eProfile to enable, by transaction, how information entered through self-service is handled. For instance, Marital Status and
Address Changes did not update the database directly because these changes affected benefit eligibility.
Texas Medical Center
Nov 2005 – Dec 2005
8.9 Talent Acquisition Manager QA Resource
♦
Analyzed and made recommendations for Talent Acquisition Manager and Candidate Gateway configuration, customizations, and security to
meet the client’s business requirements in PeopleSoft 8.9 identified in the Fit/Gap phase.
State University Consortium of Florida
Aug 2004 – Nov 2005
8.9 Self-Service Lead/Talent Acquisition Manager (TAM) & Candidate Gateway (CG) Lead
PeopleSoft 8.9 HCM Self-Service Lead involved in the implementation and deployment of Self-Service functionality to managers and employees for two
major state universities.
♦
Client initially implemented eRecruit in 8.8. Upon completion, immediately upgraded to 8.9 taking advantage of new features in TAM &
CG as well as other HCM modules.
♦
Performed a Fit/Gap on the deltas between 8.9 and 8.8.
♦
Analyzed Self-Service apps, such as: TAM & CG; eProfile; eComp; ePay; eBenefits; ePAF (Electronic Personnel Action Form), and Manager’s
Desktop to meet the client’s business requirements.
o
Configured options in ePay to enable how information is handled through self-service; for instance, Direct Deposit, View Paycheck,
Voluntary Deductions, W-4 Tax Info, and W-2 Reissue Request.
♦
Analyzed Self-Service customizations and business process workarounds to fill the gaps (business requirements not met) identified above.
♦
Analyzed, configured, and tested Employee Self-Service and Manager’s Desktop system requirements such as permission lists, roles, direct reports
setup, job requisition authorizers, and workflow defaults.
♦
Coordinated testing efforts between eApps modules and Workforce Administration.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
LDS University in Utah
Jul 2003 – Jul 2004
HRMS Functional Lead
Guided functional users and technical developers in a higher education environment in the upgrade to PeopleSoft 8.8 from 7.5 with an active payroll
population of over 18,000, which included students.
The upgrade included: Human Resources; Salary Administration (Compensation); Position Management; Recruit Workforce; Base Benefits; and Payroll.
♦
Analyzed previous customizations (i.e., online mods, SQRs, and interfaces) and business process workarounds that could use PeopleSoft-delivered
vanilla functionality by demonstrating the 7.5 to 8.8 deltas during the Fit/Gap Analysis phase.
♦
Analyzed Self-Service apps, such as: eRecruit; eProfile; eComp; ePay; and Manager’s Desktop to meet some of the business requirements
identified above.
♦
Developed a matrix for the Steering Committee to determine whether to implement eRecruit or a third-party eRecruit-like product.
♦
Conducted analysis with business representatives to understand their business requirements and translated them into security system requirements.
♦
Configured permission lists, roles, row-level security, and primary permission list preferences into user ids to coincide with department tree-level
security and access.
♦
Assisted in creating test plans with Project Manager and functional subject matter experts. Coordinated testing efforts to test business processes
from “Hire to Termination.” Logged errors through intranet testing tracking system.
♦
Demonstrated to end-users on the pros and cons of using Position Management. Because of the dynamics of the organization, the client decided to
forego this module and used existing job codes instead.
State University Consortium of Florida
Mar 2003 – Jul 2003
HRMS Functional Lead
Designed and configured a prototype in PeopleSoft 8.8 for a Higher Education (E&G) environment with over 12,000 paid employees and students. The
HRMS implementation included: Administer Workforce, Recruit Workforce, Position Management, Benefits Administration, Payroll, Commitment
Accounting, Department Budgeting and Encumbrances, and Time & Labor. In addition, the implementation of the HRMS Collaborative (Self-Service)
apps included: eRecruit, eProfile, eComp, eBenefits, ePay, Manager’s Desktop, Workflow, and PeopleSoft’s Resume Processing End-to-End Solution.
The overall implementation also includes PeopleSoft 8SP1 Student Administration and 8.4 Financials.
♦
Worked at all levels within the entity’s structure to identify key business requirements in the Discovery (Fit/Gap) phase.
♦
Configured PeopleSoft, specifically the Self-Service apps, to meet the business requirements identified above.
♦
Identified the Enterprise Integration Points (Application Messaging) and setup to be used between the Student Administration and Financial modules
such as: Payroll to GL; Time & Labor to Projects; Vendors to AP; etc.
♦
Provided guidance and assistance to team members and client staff in the use of the PeopleSoft modules.
♦
Used project management techniques and tools to establish and maintain work schedules to ensure the project milestones are planned and completed
in a timely, cost effective manner.
♦
Anticipated changes required in project plans and processes and recommends alternative approaches to the Project Director by reporting possible
scope changes immediately.
Oct 2002 – Feb 2003
Largest Window Manufacturing Company in Western U.S.
eRecruit Lead
Configured PeopleSoft 8.3 Recruit Workforce, eRecruit, and Manager’s Desktop for the largest window manufacturing company in the Western United
States, with nearly 2,500 employees in 14 Western states.
The eRecruit implementation included: Administering Job Requisitions; Applicant and Requisition Activity; Recruiter’s Desktop; Manager’s Desktop;
Workflow; and Resume Processing (Mohomine).
♦
Analyzed HR business processes and possess IT skills to manage the implementation of the Recruiting and Self-Service processes.
♦
Analyzed the client’s requirements and guide developers into accomplishing business objectives.
♦
Assisted PeopleSoft developers, DBAs, and security administrators in troubleshooting issues such as: Mohomine; Verity (Applicant Index);
Workflow Rules, Routing, and Roles; and Self-Service Roles and Permission Lists for the eRecruit and Manager’s Desktop modules.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
University Medical Center in Pittsburgh
Jun 2002 – Oct 2002
Self-Service Lead
Upgraded PeopleSoft from 7.5 to 8.3 in a healthcare setting and implemented the ‘e’ modules: eRecruit and eBenefits. The upgrade included: Human
Resources; Recruit Workforce; Position Management; Payroll; Training Administration; and Benefits Administration. The implementation of the ‘e’
modules included converting a third-party recruiting application, Greentree into these eRecruit business processes: Job Requisition and Applicant Activity;
Resume Processing (Mohomine); Manager’s Desktop; Workflow; and processing New Hires and Family Status Changes through Self-Service (eBenefits).
♦
Identified client’s key business requirements.
♦
Configured PeopleSoft to meet those business requirements.
♦
Trained the client staff in the use of the PeopleSoft modules.
♦
Supported the client team post-implementation.
♦
Daily onsite project management in the functional area of the project.
Dec 2001 – May 2002
University Hospital in Philadelphia
HRMS Project Lead
Led a higher education (public sector-like) environment in the upgrade from 7.0 to PeopleSoft 8.3 HRMS with an approximate payroll conversion of
nearly 19,000 employees. The re-implementation (upgrade) included the following modules: Human Resources (Fit/Gap on eProfile, including Personnel
Actions); Recruit Workforce (Applicant and Requisition Tracking); Payroll (Fit/Gap on ePay); and Benefits Administration (Fit/Gap on eBenefits). In
addition, also implementing eHR collaborative apps such as: eRecruit, including Job Requisition and Applicant Hiring; Resume Processing (Mohomine);
Manager’s Desktop; Enterprise Portal (including Single Sign-On capability); and Workflow.
♦
Identified previous customizations that could use PeopleSoft delivered vanilla functionality by demonstrating the deltas during the Fit/Gap Analysis
phase.
♦
Provided interactive support between the functional subject matter experts and the technical developers during the Design phase; including making
panel/page (records) and value (fields) modifications.
♦
Provided strategy and execution for unit, system, and parallel testing using PS Query skills to build complex queries and database links to validate
and troubleshoot test plans during the Testing phase.
♦
Provided oversight and quality assurance in designing and setting up core system tables for HR and Payroll, plus Security which included: Tree
Manager; Permission Lists; Roles; User Profiles; and Business Activities to support delivered Workflow components.
Aug 2001 – Nov 2001
Major Restaurant Delivery Chain
HRMS Project Lead
Led an HRMS upgrade from PeopleSoft 7.0 to 8.0 for a business that operates domestically in 49 states, the District of Columbia and 10 international
markets with a payroll population of close to 20,000. The upgrade included the following modules: Human Resources; Payroll (including multiple state
localities); Base Benefits and Training Administration.
♦
The objectives of the implementation were to:
♦
Implement the system in the current location in this phase.
♦
Implement the same basic functionality that exists to support the current business processes.
♦
Keep employees involved in the process during the whole implementation.
♦
Transfer knowledge to client so they can confidently operate the system in production.
♦
Provide an application platform to support the client’s business, whereby, client can add additional functionality in subsequent phases.
One of the largest North American Food Producers
Apr 2001 – Jul 2001
HRMS Functional Consultant
PeopleSoft 8.0 HRMS implementation for one of North America’s largest food producers with a payroll population of 68,000. The implementation
included Human Resources (HR), Ben Administration (Ben Admin), and Payroll modules.
♦
Researched, developed and recommended alternative solutions to gaps.
♦
Identified pros and cons of alternative solutions and recommended the "best” solution.
♦
Developed detailed functional specifications according to project standards for those "best" solutions that required modifications to the system.
♦
Identified test cases and developed test scripts.
♦
Tested modifications to ensure that each performed according to specifications and test plans.
♦
Transferred knowledge to client staff.
HRMS and CRM Training
♦
PeopleSoft 8.0 HRMS
♦
Siebel 2000 Core Consultant Course
Mar 2001 – Apr 2001
State of Delaware (including University System)
Jul 2000 – Feb 2001
HRMS Functional Consultant
♦
Conducted thorough testing of PeopleSoft Public Sector HRMS 7.5 prior to the upgrade of Human Resources (HR) and the implementation of
Benefits Administration and Payroll for a state government agency.
♦
Member of a 4-person team responsible for creating and executing over 600 unit and system test scripts for approximately 160+ customizations on
an employee population of 38,000 for a state government project.
♦
Used “Mock Conversion” data, a trial population of the employee base, to conduct test scenarios, allowing the test environment to reflect the
production environment as closely as possible and identify errors that might have otherwise gone undetected.
♦
Defined the steps, input data, and expected results for test conditions.
♦
Recorded and retested errors.
♦
Prepared the client to move into the parallel-testing phase.
Financial Services Company in San Antonio
Jul 1999 – Jun 2000
HRMS Functional Consultant
♦
Setup and conducted PeopleSoft HR/Payroll and Benefit functional workshops for a PeopleSoft HRMS 7.5 Upgrade Project.
♦
Provided working knowledge of process changes in PeopleSoft HRMS Release 7.5 from 6.02.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
♦
♦
♦
Provided working knowledge of Workflow processes and assisted in the recommendation to use a Workflow alternative for the automatic
distribution of certain reports.
Provided working knowledge of Position Management and assisted in determining the recommendation presented to the Executive Steering
Committee.
Assisted with requirements gathering and documentation and redesigning Business Processes.
Testing Phase
Developed Test Plan, including detailed schedules for Unit, System/Integration, and Parallel/Acceptance testing phases.
♦
♦
Designed an Access database to track test cases and errors.
♦
Coordinated the development of Test Cases/Scenarios, and Test Scripts using SQA Robot, an automated testing tool.
♦
Coordinated the testing of HR, Benefit, and Payroll pay-inbound, including Time Entry, IVR, and Intranet applications and non-pay inbound
interfaces and customizations with internal and external vendors.
PSInet (formerly Metamor Solutions)
Oct 1998 – Jun 1999
HRMS Functional Consultant
♦
Developed a Process Blueprint, organizing the company across five business units identifying the PeopleSoft HRMS 7.5 modules corresponding to
the organization.
♦
Produced a high-level demonstration of the way HRMS information rolled up to the corporate level using PeopleSoft with minimal customizations.
♦
Configured the HRMS setup parameters including panel and record changes for the first business unit to go into production. Assisted with data
mapping to convert from ADP PC Payroll to PeopleSoft HRMS 7.5. Also verified training materials to be used for end-users.
♦
Prepared the client’s project team to move into the testing phase.
Defense Contractor
HRMS Functional Consultant
♦
Verified the HR and Base Benefit setup parameters for a Conference Room Pilot.
♦
Assisted with Base Benefits data mapping to convert from a legacy system to PeopleSoft HRMS 7.5.
♦
Prepared the client project team to move into the user acceptance testing phase.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Aug 1998 – Oct 1998
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
PricewaterhouseCoopers
May 1998 - Aug 1998
HRMS Functional Consultant
PwC Internal Implementation
♦
Identified the benefit and payroll fields critical for deduction and tax processing in PeopleSoft HRMS 7.5. The client previously had determined that
PeopleSoft Benefits and Payroll were out of scope in PeopleSoft HRMS 7.0.
♦
Configured the application's setup parameters for payroll prototyping.
♦
Assisted with data conversion field definitions and data mapping to the legacy system.
Dept. of Treasury, Puerto Rico
Feb 1997 – May 1998
HRMS Functional Consultant
♦
Provided planning and implementation consulting assistance on PeopleSoft Human Resources and Infinium HR/Payroll projects.
♦
Participated on a five-person functional team to implement PeopleSoft’s Public Sector HRMS 6.01 for a governmental agency from the Project
Initiation stage through Package Solution Definition. Used a proven methodology to manage the life cycle of the project.
♦
Team lead for System Testing. Established Test Plans, Testing Strategies as well as Test Scenarios, using SQA Robot, an automated testing tool.
♦
Team lead for BASys, a database tool to track business events including change requests to document requirements for gap and fit analysis. In
addition, this tool was used to develop migration procedures and end-user documentation. This tool created 80% of the detailed design document for
client approval.
♦
Familiar with IDEF-META, an integrated computer-aided manufacturing definition methodology tool for business modeling to design and document
the "as is" and "to be" reengineered processes.
♦
Conducted JAD sessions to reengineer business processes including forms, reports, etc.
♦
Guided the client to a “best practice” solution in setting up tables for development and application prototyping.
Sep 1996 – Feb 1997
Major Publishing Company in NYC
HRMS Functional Consultant
♦ Provided planning and implementation consulting assistance on Oracle Human Resources including Time & Attendance and PeopleSoft Human
Resources system projects.
♦
Participated on a five-person functional team in the critical “going live” phase of PeopleSoft HRMS 5.12 running on an Oracle platform for a major
publishing company.
♦
Assisted in setting up various foundation tables and new hire information to confirm data conversion verification from a legacy system, InSci.
♦
Also assisted in parallel testing, preparing technical, end-user and training documentation.
Education
MBA
University of Central Florida, Orlando, FL
Communication; minor in Business Administration, Florida State University, Tallahassee, FL
BA
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Kevin L. Grace
Solid PeopleSoft 9.0 & 8.x Global Functional/Technical Project Management and Change Management Lead skills; has extensive key experience as
a Contracted Functional/Technical Project Lead Manager. With 21 years of Federal, Private and Public sector exposure to the (ERP) HRMS and 11
years in the HCM fields in the PeopleSoft arena. This candidate holds a Secret Security Clearance. Candidate also has excellent interpersonal, verbal
and written communication skills with the ability to effectively influence and negotiate with to meet set goals and objectives for a given Project.
Project Management experience includes; Analysis, Configuration Implementation, Post Production and Upgrade through Q/A and Testing of various
Human Capital Management suites. Provided Human Capital Management (HCM) project directions and scope management of project resources
and dollars; engaged in communication with senior level clients as well as end-user groups to ensure directions for each project. Informed; pursued the
latest knowledge of Oracle conferences for up-to date changes forthcoming in the HCM release.
HCM Commercial/ Federal Time & Labor Lead Manager- Completed requirements gathering for the implementation and upgrade of the PeopleSoft
Time & Labor and Application. This included Online ESS/MSS (Employee/Manager Self Service) as well as third party Vendor feeds from Kronos
and various other time and attendance applications to PeopleSoft. Effectively lead and completed system specifications for implementations, upgrades and
modifications from the client’s legacy system when needed, while completing configuration, conversion mapping. Lead the testing effort of employees’
time collection via Positive punch devices, Time & Expense Management and through Employee Self Service. Instrumental in the initial designs for Web
based and Table based group pages/panels for Time & Labor Security and Time Entry Template Pages. In addition, set-up and tested T & L Time
Reporting Codes, Value lists, and Defined Rule Templates. Developed specified rules centered on the business process and exceptions for clients.
Completed configuration of Schedules, Time Periods, Workgroups, Taskgroups, Dynamic and Static groups that worked with the business processes
of the client. Processed Time Administration and published Payable time to Payroll in the unit/Parallel testing and the Production phases of the
project. In addition, Tested Patches and Fixes to current Releases once applied.
HCM Global, Commercial/Public & Federal Sector Payroll Lead Manager - Gathered system requirements for implementation and upgrade of
Federal, Global, Canadian, Mexican and North American Payroll, including e-Pay and Payroll Interface. Completed system planning and
Functional design documents and proceeded to engage the complete configuration for each new release and country extension. Assisted in the
Implementation of ePay by configuring and testing the module for the client’s employees and managers. As Lead Manager, insured the Configuration
and Q/A Testing and Planning of Payroll Calendars, Calendar ID’s, Pay Groups, Element Deductions, Garnishments, Element Earnings programs. In
addition, Tax table ownership, with the completion of On-Cycle and Off-cycle checks, Direct Deposits along with Retro Pay Programs. Planned
Interface configurations for third party clients and vendors as well as worked to coordinate Time & Labor Uploads, Special Accumulators
configuration Elements and Tax update releases and post production of Year-end processing to include W-2 configuration and processing.
HCM Commercial/ Public Sector Benefits Administration Lead Manager- Analyzed System and Business Functional requirements for
implementation and upgrade for Clients using PeopleSoft HCM suite. Completed system planning and specifications for use of the Benefits
Administration and Base Benefits modules. Researched Requirements and configured eBenefits for clients as an alternate method for employees and
managers use during Open Enrollment. Oversaw the development and execution of test scripts and ensured the desired results for the end-user. This
BAS activity included Initial Hires, Terminations, Rehire Activity, Leave of absence, Short-term disability and Retirement plans (401K, 403B) of
employees. Interfaced Benefit data to Vendors including calculations to GL via Payroll and third party Payrolls. Completed annual and semi-annual
Open enrollment, daily Event Maintenance, Benefits Billing, COBRA Administration among other responsibilities outlined at each client.
HCM Commercial/Public Sector/Federal & Global Human Resources Lead Manager- Gathered from end-users system requirements for
implementations and upgrades of new releases for GBL Human Resources. Completed future state documentation and proceeded to configure activated
modules for clients. This included Person Model, Talent Acquisition with Candidate Gateway, Compensation and planning, Monitoring Health and
Safety, Managing Positions, Planning Careers, Workforce Administration, eProfile and Managing Labor Relations. Specifically Hired and Re-hired
employees into the Company, Departments, Paygroups, Benefits, Unions and Positions. Processed deaths, maternity leaves, short-term disabilities,
partial workdays, and incident records. Tested salary changes, job code changes, department changes and security. Created queries and processed to
Crystal Reports and Nvision.
HCM Commercial ePay, eBenefits, eComp, eProfile and TAM/CAG Lead- Configured (Functional /Technical system requirements for presentations
of Pilot programs for clients. Aided in vendor selection and recommendations for upgrading to PeopleSoft 8.0 thru 9.0 including PeopleTools 8.47.
Participated in the configuration and testing of each product within ESS and e-Applications. Trained End Users and documented each process of set-up
for the client for the purposes of archiving and future progression.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Project Experience
HCM Functional/Technical Time & Labor & Payroll Lead with Maximus, Inc & Cystems Logic, Oakland, CA (Sept 2008 – September 25th, 2009)
HCM 9.0 Time & Labor Lead for BART (Bay Area Rapid Transit). Duties included a Lifecycle Upgrade of the HCM Suite from PeopleSoft 8.8 to
PeopleSoft 9.0 to include Fit/Gap, Configuration, Unit Testing, UAT through Parallel. Area of responsibility included Demo Presentation of the new
functionality of Time & Labor & Payroll North America 9.0 System. Facilitated Fit/Gap Analysis sessions in the base configuration and processing
tables as well as the Web Based Service Tables (Manager & Self-Service) for T&L and NA, while creating a detailed customization carry forward or
leave behind document to determine how best to use the delivered functionality without customization for 6 Union/Bargaining Units configured around 6
Paygroups.
Created a To Be Document that represented what the Time & Labor Configured system will resemble once configured; completed a Configuration
Document from a technical view to assist the technical team in determining bolt on custom pages that will be carried forward into the new version;
completed a Testing Execution Plan and a Time & Labor & Payroll Desk & Manager Procedures’ Document to assist in the validation of the company’s
business processes with the new system.
Additionally; completed a detail review of current Time & Labor Rules and Custom Rules that will be used in Time Administration processing.
Configured and Tested each rule program in its current state to determine if further coding would be needed in TA processing. Moreover, completed the
configuration of PeopleSoft’s Labor Administration to facilitate Union/Bargaining Unit contracts, Candidate Gateway Testing and interfaces, and
completed GL processing to ensure that data for expenses were moved to the Financials AP application.
HCM Functional Compensation/e-Compensation Lead with Millennium Group Consulting, Austin, TX (May 19, 2008 – Aug 2008)
HCM 9.0 Functional Compensation/e-Comp Lead for USAA, Inc. Duties included an Assessment and Fit-Gap of the Organization’s Compensation
model. Project consists of evaluation and change management of the current compensation plans and salary grade structure. Reviews included were
executive level jobs and non-exempt level positions, to include third party interfaced systems.
HCM Functional/Technicel Absence Management Lead with Berean Group Consulting, Atlanta, GA (April 2008- May 16, 2008)
HCM 9.0 Functional/Technical Absence Management Lead for Cox Enterprises Inc. Duties included a 6 Week Assessment and Fit-Gap for the
enterprise. These duties included an in depth evaluation of the application as it fits into the framework of the organization. Facilitated discovery working
session with key leaders in the company’s industry; and worked toward creating an as is and to be picture for each business in order to determine if the
organization as a whole would benefit from the delivered Absence Management application.
HCM/FMS 9.0 Implementation Testing and Change Management Lead, Oracle Consulting Services (October 2007- April 2008)
HCM/FMS 9.0 Public Sector Implementation Change Management (OCM) and Testing Lead with Clerk & Comptroller, Palm Beach, FL; Current
responsibilities include Implementation and Test Management activates relating to Operational and Project level functions. These activities include
facilitating testing management workshops, change management workshops, change/issue log management, communication plans and schedules, change
management plans, project change requests, application change requests, and steering committee preparation and presentations.
In addition, facilitating and monitoring testing activities for the HCM and FMS suite. This includes HR-Person Model, Payroll, Benefits
Administration (401K, 403B and Vendors), Absence Management, TAM, Commitment Accounting, Commitment Control, General Ledger,
Accounts Payable, eProcurement and Allocations; also creating testing plans, creating testing calendars, script tracking logs, and procedures for the 9.0
implementation.
HCM 9.0 Implementation Project Functional Lead with Towers Perrin, Gilead Sciences, In. (April, 2007- September 2007).
HCM 9.0 Global HCM Functional Lead with Gilead Sciences, Inc; responsibilities included insuring the timely implementation of PeopleSoft 9.0 HCM
systems. This responsibility includes: analysis, Configuration, Testing, Reports and Interfaces relating to the HCM system.
Responsibilities also included leading session work-streams to include: Base Core HR & Global Payroll, which involved managing approved business
process requirements, customizations, legacy system data conversion and various other work-streams proposals that affect the HR system.
International HR & Payroll, which involved managing country specific items for France, Italy, Germany, Switzerland, United Kingdom, Greece,
Canada and Spain within the PeopleSoft Global Human Resources systems. Manager/Employee Self-Service for e-Compensation Manager, and eProfile; These responsibilities include prototyping and demonstrations of the configured product, while approving security strategy for self-service, portal,
reporting and any other dependencies relating to self-service.
Security, responsibilities include facilitating security discussions to formulate and present al Security Strategy that determines the creation of security
profiles, company, country and departmental level security, role definitions and access as well as the configuration for components for HCM with followup through user acceptance testing. Other Focus Groups include: HR Help Desk, Data conversion, Interfaces, Global Payroll, On-boarding (TAM,
CAG), T&L implementation, Reports, and Workflow.
HCM 8.9 Upgrade Project Functional Lead with Crossway Group, Williamstown, MA (September 2006- March 2007).
HCM 8.8-8.9 Upgrade Functional Lead with Williams College. Responsibilities included hands on upgrade, configuration and project team
management of the PeopleSoft HCM/Campus Solution Applications; which included: Time & Labor, Human Resources and North American
Payroll.
Detailed responsibilities included future state meetings, project plan management, decision making on configuration direction, naming conventions, setup of prototype to include department structure, security structures for both human resources and time & labor, workgroup structure, rules configuration,
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
plans and programs, time & labor additions to current payroll tables, demo effects on transfers, terminations, union employees and hires in the time &
labor system; status changes in the human resources system and its effects in the North American payroll system and Time & Labor groups.
HCM 8.9 Upgrade Project Manager with Berean Group International. Akron, OH (May 15 2006- September 15, 2006).
HCM 8.9 Project Manger with the Westfield Group Corporate Headquarters; current responsibilities included facilitation and discussion of project
oriented tasks, managing internal project staff and external consultants in the upgrade of the PeopleSoft/Oracle HCM 8.9 Suite which included: Talent
Acquisition, Core Human Resources and its applications, North American Payroll and Benefits Administration.
Additional responsibilities included hands on Functional upgrade post production support and configuration and application to include: Candidate
Activity, Requisitions, Non-Employees, Hires, Rehires, Terminations, Transfers, Partial Position Management Benefits Activity with Vendors and
Employees, Payroll processing, Check and Direct Deposit preparation, GL interface activity and Year End Tax Preparation guidance.
Demonstrated excellent knowledge of the 8.9 application, including e-applications for self-service in preparation for the next phase of the upgrade by
completing a project plan to include instillation of the e-performance and e-compensation application. In addition, prepared the client by completing a
configuration model and plan for the Candidate Gateway application as well the Time and Labor applications for 8.9 HCM.
HCM Global 8.9 Functional-Technical Upgrade Testing Lead with Berean Group International. Dallas, TX (January 2006- May 12, 2006).
HCM 8.9 Global Functional Lead for Alcon Laboratories, INC- IT Department. Designated as the Functional-Technical Upgrade Lead consultantcurrent responsibilities included the functional portion of the upgrade from HCM 8.3 to 8.9. Detailed responsibilities include, system mapping, process
redesign, patches/fixes application, Q/A Test Script creation and execution for Global HR, N/A Payroll, Benefits Administration and Talent
Acquisition Manger and e-Compensation for HCM 8.9.
Day to day activities include issue resolutions by Functional and Technical Work in four key areas of the application- Functionality, Technical Design,
Process Flow and Customization. This involved aiding the end-user in the New Functionality-Demo and Technical Design of new requested
modifications. In addition, conduct weekly team staff meetings, module meetings and IT update meetings with client staff and end users. Demonstrate
with great detailed knowledge each of the applications capabilities functionally while answering questions in relations to the client’s business process- a
“how to session” to aid in the resolution of problems that may be encountered with using the demo-application and with each module test database used as
a staging area for each upgrade database.
HCM Global 8.9 Functional Talent Acquisition Manager and Time & Labor implementation Lead (August 2005- December 2005).
Designated as the Time & Labor-Talent Acquisition Functional Lead for St. Vincent’s Hospital; responsibilities included Creation, Planning and
Execution of a team project plan in order to implement the HCM application modules for the first time in 8.9. This endeavor included the creation of
staffing percentages of time with date milestones for each area – analysis, implementation, testing and support; which encompassed what has been set
forth in the project charter.
In addition, daily activities included Requirement Analysis, Table Configuration and Documentation (Current State and Future 8.9 state for these
two applications. Issue resolution was also addressed by test case creation and execution to ensure that the client understood the how to process of each
of the application; conducted training and Demonstration of the application via the Demo Databases to ensure the client was comfortable with the daily
processing of the application. All were instrumental in the success and go-live of the PeopleSoft HCM 8.9 application for T&L and Talent Acquisition
Manager.
Additional Project Experience
HCM Global Payroll with Mexico Extension and Time & Labor Functional Lead with Cap Gemini, Cincinnati, OH (May 2004 – August 2004).
•
HCM 8.8 Global Payroll and Time & Labor Lead for Toyota Motor Manufacturing North America (TMMNA) & Baja, CA Mexico (TMMBC)
HRIS Department.
HCM Functional Time & Labor and Benefits Administration Manager and (Acting) Global Payroll Manager with Northrop Grumman IT New
Orleans, LA (Dec 2003 – May 2004)
•
HCM 8.8 Functional Time & Labor and Ben Admin Implementation Manager for the DOD Defense Integrated Military Human Resource
System (DIMHRS) Project.
HCM Functional Time & Labor and e-Benefits Lead with Oxford International
Des Moines, IA (Aug 2003-Nov 2003)
•
HCM 8.8 Time & Labor and e-Benefits Post Production Lead for the City of Des Moines Water facility plant.
HCM Functional GBL Payroll/Time &Labor Lead with COMSYS Atlanta, GA
(Nov 2002-Aug 2003)
•
HCM 8.3 GBL Payroll/Time &Labor Functional Lead upgrade consultant for British Telecom (BT) North American Headquarters.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
SR. HCM Functional/Technical Consultant with ESG (Enterprise Solutions Group)
Washington, DC (Oct 2002)
•
HCM 8.0 Post Production Team Lead for The Illinois Institute of Technology Research Institute (IITRI) Corporate Headquarters.
HCM Payroll/Time & Labor Functional Lead with (Cap Gemini Ernst and Young)
Columbus, OH (July 02- Sept 02)
•
HCM 8.3 Analysis Team Lead for The Limited (Limited-Brands Access Program) Corporate Headquarters.
HCM Functional/Technical Lead with (Price Waterhouse Coopers)
Columbus, OH (Jan02- Jun02)
•
HCM Implementation Testing Team Lead for American Electric Power (AEP) Corporate Headquarters. Applications include PeopleSoft 8.0
HR, North American Payroll and Time and Labor.
GBLHCM Functional Lead Production Support/Upgrade Consultant with (PWC)
New York, NY (Jan01-Oct01)
•
HCM Production support and 8.0 upgrade management consultant for The Pfizer Pharmaceutical Corporation's World Headquarters.
HRMS Functional/Technical Team Lead Consultant with (Impact Innovations)
New Orleans, LA (Oct00-Dec00)
•
Implementation of PeopleSoft HRMS to include Human Resources, Base Benefits, Payroll and Time & Labor 7.5.
Functional Time & Labor Lead Application & ESS Consultant with (Impact Innovations) Dallas, TX (Jul00-Sept00)
•
Completed an Analysis and Development on Current and Future State Documentation requirements for South Western Bell, Inc. (SBC) now
Cingular Wireless and its markets.
Functional Profiling and Analysis Team Lead with (Impact Innovations)
Glendale, CA (Mar00-Jun00)
•
Performed an analysis and prepared a profile for the upgrade of the current PeopleSoft HRMS System from Version 6.0 to 7.5. Functioned as
the City of Glendale's Public Sector PeopleSoft Team Lead.
PeopleSoft Technical Testing Q/A Team Lead and Coordinator with (Ernst and Young)
Omaha, NE (Nov99-Feb2000)
•
Developed a Testing Plan for the implementation of PeopleSoft 7.5 Human Resources, Benefits administration and Payroll for the ConAgra
Corporate Headquarters.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Padmaja Aluru
Professional Summary:
•
Over 13 years of over all IT experience that includes five years of experience with PeopleSoft Functional Analysis, TechnoFunctional development and analysis, technical analysis, implementations, including customizations, data conversion, interfacing,
reporting, upgrading and production support in Enterprise Portal (8.8), HCM (7.0, 7.5, 8.0, 8.3, 8.8 & 8.9) and Finance modules(8.3
through 8.9 versions).
•
Good Experience in writing Functional and Technical specification documents from scratch from user Interaction/ FIT-GAP
analysis
•
Experience in both PeopleSoft HRMS & Finance in the modules – Recruitment Solutions (TAM & CG), Base Benefits, Benefits
Admin, Self Services, emodules (eRecruit, eBenefits, eDevelopment eProfile, ePay, ePerformance), ELM, eProcurement,
Purchasing, GL, PO, AP.
•
Experienced in Global payroll, offshore model, offshore process transitions. Worked in India HR processes and payroll apart from
North American HR modules. Experienced in HR/Recruitment practices for India, USA, UK regions.
•
Expertise in business requirements gathering, process analysis and design, gap analysis, functional system design and
specifications, system configuration, regression, system integration, functional and performance testing procedures and
documentation.
•
Participated in at least 2 training efforts using UPK.
•
Excellent communication, documentation skills including test plans/cases, user manuals, technical writing skills and in conducting
formal and informal user training and coordination.
•
Prior non-PeopleSoft experience as a HRMS generalist with extensive domain knowledge of payroll, recruitment, human resource,
benefit administration, open enrollments and other commonly used practices in human resources and other employee support
services in USA and India.
•
8 years of non-PeopleSoft cross-functional experience across domains in the areas of HR, employee Benefit Administration, PreSales & Sales Support, Technical Writing, Offshore Process Transition and process support, Project Coordination, Roll-out support,
Training management.
•
Trained on ORACLE HRMS (functional) modules.
Skill Summary:
ERP
PeopleTools
Reports
Integration technologies
Databases
Data Management Tools
Languages
Web Programming
Operating Systems
Others
: PeopleSoft Enterprise Portal (Employee, Customer and Supplier), PeopleSoft HRMS
9.0/8.9/8.8/8.3/8.0/7.x (HR, Payroll, Base Benefits, Ben Admin, Time & Labor, eRecruit, ePay, eProfile,
ePerformance, eBenefits, eDevelopment & eCompensation), PeopleSoft 8.8/8.9/9.0 Purchasing, e
Procurement.
: PeopleTools 8.4x/8.20/8.1x/7.55/7.01
: SQR, PS Query, Crystal Reports 8.5/7.x, and n/Vision
: Application Designer, PeopleCode, Application Engine, Component Interfaces
: DB2, Oracle, and MS-SQL Server
: Data Mover, Mass Changer, EDI Manager and Import Manager
: C, C++, COBOL, JAVA, SQL, and PL/SQL
: ASP, HTML, DHTML, XML, VBScript and JavaScript
: MS-DOS, Windows 95, 98, 2000, NT, UNIX, and Novell NetWare
: UPK tool, Quest STAT change management tool, Onyx
Professional Experience:
City Colleges of Chicago; Chicago, IL
(Oct 2008 - Current)
Sr. Consultant, UPK development for PeopleSoft HRMS
PeopleSoft ELM 9.0, Oracle UPK v3.1
•
•
•
•
•
•
•
Review Functional Requirements and document the process, QA and training guides.
Responsible for gathering requirements through various sessions with client / business group members to analyze the requirements
for development of materials for ELM module, using UPK tool.
Conducted requirements definition/mapping, test plan preparation, test scenario, & script development, UAT execution.
QA the ELM Project Deliverables for HRIT and Process Owners.
Conducted needs/gap analysis, proposed training solutions, training delivery and approach and proposed the content design and
development plans.
Leading the Design and development effort for generating training documentations and test script materials.
Responsible for delivery of training for the business users utilizing the documentation developed with UPK.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Exelon Corporation; Chicago, IL
(Aug 08 – October 2008)
Functional Lead, TAM/UPK development
Talent Acquisition Manager v8.9, Oracle UPK v3.1
•
•
•
•
•
•
•
•
•
Conducted extensive requirement gathering sessions with client / business group members to analyze the requirements for
development of materials for the module Talent Acquisition Manager, using UPK tool.
Provide Subject Matter Expertise for TAM to the client and provide functional guidance to the technical team on any business
required modifications.
Conducted needs/gap analysis, proposed training solutions, training delivery and approach and proposed the content design and
development plans.
Have lead the Design and development effort for generating role-based training materials that combine system, process and policies
with exercises/practice to ensure effective learning. Also documented all test scripts, training guides and user guides specific to
manager self service and employee self service, further distinguished by various roles.
Content is designed and developed using sound ISD principles / ADDIE methodology.
Extensive interaction with users and stake holders to define the framework to create documentation, online simulations, interactive
content, and help links.
Have led and owned all UPK development related project processes including project plan, design, development, all QA efforts
including UAT and UT, migration and implementation.
Have established processes and procedures to be followed, to manage the transition process with the Business user community,
stakeholders, technical members and IT administration team.
Provided inputs for modifications, review and validation of end user training materials during localization
IMS Health; Allentown, PA
(Jan 08 – June 08)
Sr. Functional Analyst
Peoplesoft 8.9 TAM/CG Global Implementation
Project Details & Responsibilities:
•
Working on PeopleSoft HRMS 8.9 new implementation for Recruitment solutions – Talent Acquisition Manager & Candidate
Gateway modules. Also assisted client on ePerformance and eBenefit customizations and setup.
•
Module being implemented globally in 3 phases : phase 1 - AsiaPac ; phase 2 – Europe & Middle East; phase 3 – Americas
•
I am currently involved in the Fit-Gap, Business analysis, Configuration & Setup, Customization design, testing, training and
other functional efforts involved for phase 1 & 2 i.e implementation.
•
Conducted high level business and functional analysis, Fit Gap, demo on delivered functionality to new users.
•
Study the existing HR process and existing Brass Ring process used by client for global talent management and designed the gap
analysis and proposed customization requirements for global locations.
•
Configuration and setup of all templates like Job, Recruitment, Screening, posting, Interview Evaluation etc and other required
configurations like locations, recruitment sources, relationship management etc.
•
Worked extensively on various language related customizations and requirement gathering for the languages being used by various
regions as per client’s global requirements.
•
Extensively worked on customization design and specifications and developed high level functional documentations for the same
•
Worked on Approval Framework related Set up, configuration and customizations as required for Job Approvals and Offer letter
process as per client’s requirement.
•
Monitor the project progress and timelines and control the complete project related documentation
•
Developed functional specifications and inputs for technical team for enabling them develop technical design documents
•
Involved in designing of custom reports for client
•
Suggested modification of existing HR processes to bring them under OFCCP compliance
•
Involved in all levels of testing and developed test scripts for Unit Testing, System Integration Testing and user acceptance
testing.
•
Involved in developing training documentation and training input scripts for new users. Used PeopleSoft’s User Productivity Kit
(UPK) as one of the tool for developing training materials.
•
Involved in configuration and setup coordination for parsing tool – Resume Mirror
Pfizer; St. Louis, MO
(Sep 07 –Jan 08)
Functional /Business Analyst
People soft Recruitment solutions, TAM/CG upgrade from v8.3 to v9.0
Project Details & Responsibilities:
•
Working on PeopleSoft HRMS 9.0 upgrade Recruitment solutions, benefits and self service modules.
•
Worked on Fit Gap, requirement gathering and Business process analysis. Identified functionalities that needs to be carried forward
into 9.0 or existing 8.3 functionalities that can be retired and replaced by ver 9.0 functionality.
•
Working extensively on Talent Acquisition Manager and Candidate Gateway modules for customizations, modifications, set up and
enhancement if processes.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
•
•
•
•
•
•
•
•
Collected business requirements from end users, created functional and technical design specifications, involved in regrouping of Fit
Gaps into Functional Designs based on the functional area.
Customized various recruitment templates as per the requirement of the client like offer, resume, job openings etc.
Conducted data mapping of custom/ customized 8.3 records to 9.0 records
Configuration and setting up of resume parser, Arbita, Hire Right, Airs
Designed configured custom processes / Batch programs to load and receive the Job and Applicants’ data from 3rd party system
(ARBITA, AON)to PS recruitment tables
Customized search jobs page by modifying search by job categories to search by job functions as used in earlier versions.
Customized View Job Postings page for applicants and Search for Applicants page for Recruiters/Leaders as per the client
requirements.
Designed a customized process to enable ‘mass disposition changes’ for candidates by a recruiter
Designed and configured custom emails and embedded links to be used in place of the delivered approval frame work to enhance
the functionality of desired notification groups as against the delivered workflow enabled framework.
Written test scripts for modifications.
Manage and support Tier 2 help desk issues for PeopleSoft modules – HR, Benefits, Recruit and also support Global Identity
Management (GDIM) apart from supporting change management.
Worked with change management tool – Quest STAT extensively.
State of Indiana, DCS
(July 07 -Sep 07)
Functional Lead
HCM Support, ELM 9.0 implementation
Project Details & Responsibilities:
•
Fit gap Analysis of the ELM environment
•
HR Support for HR, Recruitment solutions, Benefits Administration, eApplications.
•
User interaction, Customization analysis and Requirement gathering
•
Developing Functional specifications and Technical documentation.
•
Setting up Basic Tables, Groups, Reports and establishing ELM security.
•
Evaluate the effectiveness of courseware and programming in compliance with AICC/SCORM standards
•
Create design documents that outline learning objectives and design specifications.
•
Worked with the client’s internal team to identify training audiences and define curriculums for each audience.
•
Used the UPK to record procedures, add client specific business process and conceptual information, thereby creating a
performance support solution.
•
Setup of Resource, Facility, Activity and Learner functionality of ELM
•
Created Generic and Component Templates to send out Notifications
•
Worked closely with Project Manager for Technical & Functional Analysis, Design, Documentation & project estimation for the ELM
customizations and issues.
State of Indiana, IOT
(Jan 2007 – June 2007)
Techno-Functional Consultant
PeopleSoft Recruitment Solutions (TAM/CG) upgrade from v8.8 to v8.9
Project Details & Responsibilities:
•
Worked on PeopleSoft HRMS 8.9 upgrade from version 8.8 for Recruitment solutions, benefits ePerformance and self service
modules.
•
Worked on several customization tasks
•
Provided Subject matter expertise in the areas of Performance Document setup, Approval Rule Sets and Workflow.
•
Worked extensively on Talent Acquisition Manager and Candidate Gateway modules for on customizations, modifications, set up
and SQR processes.
•
Collected business requirements from end users, created functional and technical design specifications for Applicant Template,
Applicant Search, Job Search, Printable Resume, and Offer Letter.
•
Customized Applicant template pages such as contact details, Current and Prior Employment, Employment Details, Education,
Reference Details as per the requirement of the client.
•
Designed and developed the Application Engine process to load the applicants’ data from 3rd party system to PS applicant tables
using People code and Component Interface for Performance testing.
•
Designed and developed Standard Printable Applicant’s resume using PeopleCode and SQR.
•
Customized search jobs page by modifying search by job categories in 8.9 to search by job functions as used in earlier versions.
•
Customized View Job Postings page for applicants and Search for Applicants page for Recruiters/Leaders as per the client
requirements.
•
Designed and developed Standard Offer Letter to Applicants using PeopleCode, Component Interface and Crystal Reports.
•
Involved in configuration efforts of Mohomine for Resume Processing.
•
Customized the Applicant Index Application engine process (HRS_SRCH_INDX), which extends the functionality of the Search for
Applicants to check the Verity collection files for new applicants that may be suitable for open requisitions.
•
Involved in setting up the workflow for the self-service transactions such as Job Requisition approval as per the business rules of the
organization.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
•
•
•
•
Mapped out record & status changes when applicants applied for jobs, Select for Screening, Routing, Schedule interviews, Interview
evaluations, Prepare job offer and New Hire.
Involved in setting up eRecruit setup tables and Status.
Involved in setting up the various resume options in the Resume Options page for the eRecruit collaborative applications module.
Worked with PeopleSoft to fix bugs and provide enhancements.
Executed unit test plans for medium complexity batch interface programs for Talent Acquisition , Candidate Gateway
Analyzed and documented Benefit Plan codes in PeopleCode, SQR, SQC and COBOL.
Involved in creating various reports such as Interview schedules and Evaluation results between the dates and based on Job
requisition for the e-recruit collaborative application.
Involved in all aspects of Testing, developing test plans and executing various testing efforts.
State of Indiana, IOT
May 2006 – Jan 2007)
Sr. Techno Functional Analyst
E-Procurement 8.9
Project Details & Responsibilities:
•
Developed a portal application for Creating and Tracking a very high level customized Government Contracts and processes under eprocurement module.
•
Worked independently as a Techno Functional Analyst & Developer for the module under development.
•
Responsible for conducting the Business Process Study, Analyzing the requirements, Documenting the processes,
Fit/Gap Analysis, Data Gathering, Design, Development, Testing and
Rollout.
•
Interact with business users, gather requirements and automate the
current manual process into a People soft process.
•
Identified and analyzed the high level requirements; developed functional and technical designs and test specifications for the
same.
•
Based on the initial study, I have designed and developed an initial prototype design and given several project prototype
presentations to high-level business unit
user community representatives and business unit heads comprising of various Govt. Department heads and Process owners and
Business user community.
•
Designed and developed interfaces to non-PeopleSoft system
•
Incorporated Bar-Coding functionality into the project and developed a customized contract processing using barcodes.
•
Handled processes and issues from Development thru Production
•
Delivered additional customized interface page for the existing application based on client requirement for a specific department.
•
Given several presentations of the developed application to the Business users and Process owners to obtain user acceptance and
feedback.
•
Responsible for all aspects of the testing process from test planning, testware design, execution and management of test processes.
•
Involved in creating and customizing pages and applying new functionalities
•
Handled production support issues
Fusion Technologies Inc, NJ
(Feb 2005 – Apr 2006)
Global HR Analyst
PeopleSoft HRMS 8.8
Project Details & Responsibilities:
•
Worked on offshore (India) – onsite (US) model for PeopleSoft HR & Finance process transition to offshore facility (India). Worked as
a transition lead to obtain and share the knowledge in PS HR application – (India & US specific) from the global office (US) to the
transition team in India.
•
The Role: Functional member for the modules under implementation – Responsible for Fit/Gap Analysis, Data Gathering, Design,
Development, Testing, Roll-out and end user training.
•
Involved in PeopleSoft HRMS implementation of 8.8 version. Also worked on integration with Finance GL module.
•
Handled offshore transition of HR and Finance operations and setup Processes. Training to offshore team members on PeopleSoft
processes
•
Functional consultant for the modules under development – Responsible for Fit/Gap Analysis, Data Gathering, Design, Development,
Testing and Roll-out.
•
Interact with business users and gather change requirements. Analyze customization requirements
•
Identify modification and customization requirements, develop technical design specifications
•
Involved in customizing pages and applying new functionalities.
•
Prepared and presented the project development methodology, Business Requirements, design, project tracking & status to
sponsors of the project
•
Developed a customized application for employment transfers process between India and US.
•
Provide Subject matter expertise in the areas of Performance Document setup, Approval Rule Sets and Workflow.
•
Configuration for Self Service Transactions and workflow Transactions included setting up the approval process; allow Database
updates, setting up direct reports for managers based on partial position management. Designed Group build process for manager
and employees, administrator roles, set up functional specifications for the approval rule set to point to the assigned role, route
control to roles, so email notifications can be sent only to the assigned administrators.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
Created Design specifications for Medical Dental and Vision Interface, logic get Dependent Terms when dependents are dropped in
the case where an EE goes from Family Coverage to EE Only Coverage
Created specs for audit tables at the record table to track changes made to key benefit, Benefit admin tables.
Worked on payroll interfaces like GL and uploading timesheet information.
Mapped processes for Funding, Retro Pay, Deduction Codes and configured payroll processes for Quarterly/Periodic Accumulators,
Year End & Special Accumulators & Balances
US Technology.UK, India, USA
(Oct 04 – Feb 05)
PeopleSoft HCM End to End Implementation
Associate Consultant
PeopleSoft HRMS 8.8
Project Details & Responsibilities:
•
US Technology Resources is a leading provider of end-to-end IT and BPO services for leading Fortune 500 companies across the
globe, operating out of five countries. The project was implemented to complete suite of PS HCM Ver. 8.8 applications for its
business operations across the globe.
•
The implementation was planned to have real time interface with PS ESA modules and existing legacy systems. Modules
implemented are Talent Acquisition Manager and Candidate Gateway (eRecruitment), Core HRMS, eProfile, eProfile Manager
Desktop, ePerformance.
•
Handled the Recruitment Module in Gathering requirements.
Preparing the required Process flows and Documents
Creating the Functional scope Document and Requirement scope documents for the Project.
•
Extensive coordination with clients and users for developing functional designs, process flows and specification documentation for
customizations.
•
Setting up the data’s and configuring templates.
Configured Mohomine Resume Extractor for Candidate gateway.
Verity search criteria configured for Mohomine.
•
Developed the Employee referral matrices for the organization in the system.
Involved in all level of testing the system as a whole and testing plan Preparation.
•
UAT documents and Training materials.
Also major interests in other modules as in Administrative workforce.
World Bank, Washington DC
(May 2004 – Sep 2004)
Functional PeopleSoft Consultant
PeopleSoft HRMS 8.8 (ePerformance, eRecruit, eBenefits)
Project Details & Responsibilities:
•
Involved in customizing ePerformance 8.8.
•
Worked on self service applications for managers desktop ( customizations include eRecruit , SQR reports and queries)
•
Provided Subject matter expertise in the areas of Resume Processing, Position management and Competencies
•
Created eCompensation pages to review salary and compensation per pay frequency, as well as variable compensation. eRecruit
manager and self service pages as per the client request.
•
Created eBenefits page that links to review benefits summary, health plans, insurance plans, and savings plan, and family status
change, dependent and beneficiary pages.
•
Involved in setup of security role users and Permission lists.
•
Involved in Open enrollment, event maintenance and scheduling for performing benefits administration process.
•
Created ePay page that links to Payroll, Taxes, and Salary.
•
Created eProfile (personal information, and managers) home page for collaborative applications to access information for managers
and employees self - service viz., personal information page links to view personal information, emergency contact, change of
marital status, phone number, email and leave of absence/ termination.
•
Customized functionality for Applicant Nationality based on the World Bank Requirements
•
Assisted in the setup of Benefits providing employees online access to their benefit programs like savings plans, health, vision and
insurance. Customized the marital status change workflow in Benefits. Involved in the analysis, design and developing the interface
programs which tracks the employee and dependent detail changes and generates flat files to notify the benefit providers about the
changes through FTP or email.
•
Re-Engineered Dispositions (Applicant, Requisition and Offer) based on client Requirements.
•
Develop Workflow for the requisition approval process
Redesigned/Customized competencies to meet world Bank standards,
•
Developed Workflow for New/Customized Roles(Security Center , Medical Center and Service Center)
•
Involved in Implementation of Position management and customizing it to meet World Bank Standards
•
Verify the results of each payroll calculation and ensure the results are in compliance with FLSA regulations.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Norton Healthcare, Louisville, KY
(Dec 2003 – April 2004)
Consultant
PeopleSoft HR Upgrade from 7.53 to 8.8
Project Details & Responsibilities:
•
Create custom PeopleSoft objects and register the same in the Portal
•
Add, carry-over and modify PeopleCode behind the Record Fields, Pages and Libraries to include new functionalities
•
Work on Query Trees, add Records to the Query Tree for the users to view and use the same for running old queries and creating
new queries
•
Administer the PeopleSoft Security, Modify and Regulate access of PeopleSoft objects to users
•
Simulate the Permissions users had in the old version and add, remove or regulate access to some objects based on their role in the
company
•
Develop new Interface programs and Retrofit custom SQR Reports for Payroll Interface and Benefits modules
•
Troubleshoot SQRs for errors, change print formats , address modifications and date formats
•
Modify SQRs to bring in custom formatting styles using Document Markers and mail merges
•
Resolve technical issues by Debugging and Tracing the application in the back-end to solve the issues encountered by system users
•
Provide production support during post go-live period in version 8.8
•
Build new projects, run back ups , run compare reports and move projects across the Databases
Principal Financial Group, IA
(June 2003 – Nov 2003)
Business Analyst and Functional Consultant
PeopleSoft eRecruit 8.3
Project Details & Responsibilities:
•
Collected business requirements from end users, created functional and technical design specifications for Applicant Template,
Applicant Search, Job Search, Printable Resume, and Offer Letter.
•
Participated in the upgrade of PeopleSoft HRMS from v8.3 and Implementation of Peoplesoft eRecruit & eRecruit Manager Desktop.
•
Mapped out record & status changes when applicants applied for jobs, Select for Screening, Routing, Schedule interviews, Interview
evaluations, Prepare job offer and New Hire.
•
Involved in designing and creating various reports such as Interview schedules and Evaluation results between the dates and based
on Job requisition for the e-recruit collaborative application.
•
Identified the reporting needs, setup workforce business process, setup competencies, applicant information requirements,
screening criteria, interview evaluation and authorization rules etc. for eRecruit.
•
Customized Applicant template pages such as contact details, Current and Prior Employment, Education, Reference Details as per
the requirement of the client.
•
Customized the Applicant Index Application engine process, which extends the functionality of the Search for Applicants.
•
Created the workflow for the Job Requisition and New Hires based on specifications.
•
Worked on day-to-day request to fix the Production problems.
•
Created PeopleSoft Job Definitions and scheduled PeopleSoft Jobs using Control-M.
•
Involved in unit and integration testing of the customized/modified applications and PeopleSoft delivered fixes and patches.
TXN Services, India
(Jan 2003 – May 2003)
Techno-Functional PeopleSoft Consultant
PeopleSoft HRMS 8.3
Project Details & Responsibilities:
•
Participated from the offshore location based in India, in the upgrade of PeopleSoft HRMS from v7.02 to v8.3. The HRMS upgrade
scope included HR, Benefits, and Payroll for 2 clients based in USA.
•
Involved in the Fit and Gap analysis/impact of the existing customizations to that of the functionality of the new release. Following
are the accomplishments on the project:
•
Conducted the analysis of existing customizations, conversion, interfaces, and report programs and identified the changes that
needed to be made and documented the impact from the technical perspective.
•
Setup EE information in Payroll Module to calculate EE Earnings and Taxation of their Earnings and Benefits.
•
Involved in Setting up Pay sheets and Pay Calendar for Hourly and Salaried Employees
•
E-Pay: Configured Self Service for ‘Pay Slip – Leave Balance Information’, and ’Voluntary Deduction information’
•
Customized the page PC_IC_PI_DATA in ePay, accordingly so employees could view their paycheck online
•
Designed an Interface Program which gets Pay sheet Data from Time Keeping Systems and Validates Key fields against corresponding
Master Tables and loads data into Staging Table for further Payroll pay sheet Process.
•
Created specs for audit tables at the record table to track changes made to key benefit, ben admin tables.
•
Analyzed the customizations to the delivered SQR reports and worked with the functional analyst to determine if the customizations
need to be reapplied or retired.
•
Retrofit the customizations and also involved in running the scripts and upgradation reports.
•
Designed and developed international employee’s compensation conversion program.
•
Involved in Unit, Integration, System and User Acceptance Testing.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Lanco Global Systems Ltd. NJ (USA), Hyderabad (India)
(May 2001 – Dec 2002)
Global HR Analyst
HRIS Analyst
Project Details & Responsibilities:
•
Was a part of the implementation support group for PeopleSoft HRMS v8.0. The HRMS implementation scope included HR, Benefits,
and Payroll.
•
My role was to develop and redesign existing client business processes for the Human Resource area using PeopleSoft for both India
and US offices.
•
Supported and provided Project Lead deliverables for design, testing, training, and support phases of the implementation.
•
Interact with user groups and technical resources to translate business processes and functional requirements into the PeopleSoft
application.
•
Defined Benefit Plans, Customize Benefit programs with the Benefit/Deduction Program Table Group, adopted Benefit programs for
Health plans, Life plan, Dental plans, Establishing Rates and Calculation Rules as applicable for Indian employees and US employees.
•
Designed and developed several pages utilizing PeopleTools and coded many SQRs to satisfy the needs of the client’s different
operating companies.
•
Created design, functional & technical document for various interfaces to subsystems.
Reese Systemnet Pvt Ltd, India
(June 2000 – April 2001)
Global Manager – Project Coordination
Project Details & Responsibilities:
•
Responsible for overall operations of the Data processing center, including HR Functions and Branch Operations
•
Customer Coordination: Regular Coordination with Customers spread across various cities, Clients & Associates (both domestic &
overseas) for ongoing project (HP Smart1)
•
Operations: Coordinate with Business Associates, vendors and technology partners based in Singapore & South Africa for electronic
requirements, procurement of materials for project rollouts.
•
Business Support: Respond to RFI/RFP’s from time to time, generate and give presentations for prospective business associates and
clients.
Intersoft International Pvt. Ltd, India
(June 1999 – May 2000)
HR manager – offshore support
Project Details & Responsibilities:
•
Responsible for providing all HR Admin support functions for offices in USA and South Africa.
•
Manage all HR activities for the global offices from the offshore delivery office in India including New Joiner process, payroll advice,
Health Insurance and other benefits, Appraisals, Terminations and Separations etc.
•
Responsible for executing service center strategy and evaluating service levels and needs. Utilize, develop and integrate technology
and information systems for the delivery of employee services and workforce planning.
•
Provide direction, development and supervision of daily tasks and special projects. Evaluation of company’s HR systems portfolio
and implementation/modification of HR systems and interfaces.
•
HR Technical Lead for Benefits ESS project for open enrollment and life-event administration.
•
Employee Training & Skill Development (Technical & Soft skills) – Mapping requirements, Training schedules, Training outsourcing
operations, Feedback analysis, Coordination.
•
Maintain company’s internal training web-site. Maintain and execute training calendar.
•
Documentations related to policies and federal compliance with local governance.
Software Technology Group Pvt. Ltd, India
(Jan 1997 – May 1999)
HR & Training Manager
Project Details & Responsibilities:
•
Manage all Employee Benefit, payroll coordination, Personnel and Training operations of the company (150 employees)
•
Policy making & Implementation, Payroll & Leave Mgmt, Appraisals, Staff welfare & Development, Employee Induction/orientation,
Mediclaim operations.
•
Author company policies, employee manuals, guidelines, design and develop forms.
•
Employee Training & Skill Development (Technical & Soft skills) – Mapping requirements, Course scheduling, Training outsourcing
operations, Feedback analysis, Coordination.
•
Maintain company’s internal training web-site. Maintain and execute training calendar.
•
Plan & Organize events for Employee entertainment and personal development; Bonding activities
Education and Training
•
Masters in Personnel Management
•
Master Diploma in Computer Applications
•
Bachelor of Sciences
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Pam Price
Employee Profile
Pam is a Managing Consultant in the Oracle-PeopleSoft practice with over 15 years of experience delivering projects on
time and within budget. Experience includes several full-cycle implementations and upgrades of PeopleSoft HCM. Blend
of strong project management and functional skills in HR, Benefits Administration and North American Payroll for versions
7.5 through 9.0. Strengths and areas of expertise include project management, business process re-engineering, change
management and facilitating business leaders towards best practice functional design. Recent consulting experiences with
PeopleSoft versions 8.8, 8.9, and 9.0 include the commercial and higher education settings. Proactive leader who
communicates well with both management and staff-level team members.
Professional Experience
Project: PeopleSoft HCM 8.8 to 9.0 Upgrade Project
Duration: 14 months Industry: Higher Education
As Payroll Lead, participated in upgrade project from v8.8 to v9.0 PeopleSoft HR, Automated Benefits, Payroll for North
America and Time & Labor/Absence Management upgrade that followed the successful upgrade of PS v9.0 financials. Led
client with 14,000 employees through all aspects of payroll upgrade process including integration broker communications
with PS financials. Conducted requirements gathering and fit-gap sessions for payroll. Identified client-applicable new
functionality in version 8.9 and 9.0 for payroll and automated benefits and presented demo to functional, technical and
management team. Evaluated client’s current payroll team and presented analysis against bench marking statistics to
help client better understand current staffing requirements. During this process, identified and recommended process
improvements that would reduce administrative costs more than $750,000 annually. Created test cases and worked with
technical team to unit test upgraded programs and objects.
Project: PeopleSoft HCM 8.8 Spin-off/Enhancement Project
Duration: 5 months Industry: Financial Services
Coordinated User Acceptance Testing Cycle for Spin-Off project which split database from controlling parent company to
divested entity. Worked with client to ensure appropriate levels of testing occurred for self-service, benefits
administration and payroll. Managed issue logs related to UAT, providing reporting to project executives, as well as to the
project team.
Extended at clients request for Phase II of HRMS project. Identified process improvement opportunities in benefits and
payroll. Worked closely with technical team to reduce manual processes. Created functional design specifications for all
interfaces and enhancements. Mentored PeopleSoft Business Analysts responsible for supporting HRMS functionality for
organization. Assisted client in outsourcing COBRA, unemployment case management, employment verification and
payroll tax via third-party interfaces. Implemented age-60 processing to replace 401(k) catch-up process used by former
parent company in order to support safe harbor rules associated with the new 401(k) plan. Coordinated system and user
acceptance testing for this phase of the project to ensure smooth 2008 transition occurred for additional functionality.
Project: PeopleSoft HCM 8.9 Implementation
Duration: 8 months Industry: Retail
Responsible for leading functional client team through implementation cycle of PeopleSoft 8.9 HCM suite of applications
including employee and manager self-service. The first phase included Human Resources, Base Benefits, Competency
Management, E-Performance, Payroll and Absence Management for North America, G/L Integration, Benefits Billing, UPK
and a concurrent upgrade of PeopleSoft Financials 8.4 to 8.9. Multiple job functionality was required. Enhancements
included in the first phase resulted in deployment of some simple workflows to managers
.
Client is a multi-state business with multiple lines of business including more than 115 grocery stores, several clothing
stores, food warehouse and distribution centers, printing companies, water companies and a construction company.
Another line of business provides human resources, financial and payroll outsourcing services to more than fifty
independently-owned franchise grocery stores. Client is converting approximately 97,000 employee records, with 12,000
of those being active employees. History back to 1947 is being converted from the “home-grown” mainframe system to
PeopleSoft 8.9.
Delivered client workshops using a prototype to identify reports, interfaces, conversion elements and enhancements
(RICE) for all modules. Documented outputs of workshops to include configuration elements as well as conceptual designs
for all RICE elements identified in each workshop. Individual workshops included HR, Recruiting, Benefits, Conversion
Strategy, Competency & Performance Management, Organizational Structure, Payroll, Time and Attendance and General
Ledger Integration. Subject matter experts and functional area management participated in workshops, validating
prototypes, as well as RICE elements.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Configured complex organizational structure which included more than 10 Set-ID’s, 150 business units, and 115
companies to meet security needs while at the same time maximizing the use of table set sharing to reduce configuration
elements.
Guided client through business changes to utilize best practices instead of customizing software when business
circumstances provided an opportunity to do so. Also championed move of payroll processing from the IS department to
the payroll team. Worked with client executive management team to redesign payroll function, moving them from time
clerks to a full-service payroll processing department.
Coordinated conversion tasks with technical team. Working in concert with the technical lead, we mapped data fields from
multiple internal systems into PeopleSoft. This conversion was highly complicated because the client used multiple
systems to support more than 50 years of HR, labor, benefits and payroll history. Client required all job history be
captured from all systems and converted to PeopleSoft. This required complicated mapping of systems and fields to
ensure accurate job data was created. In addition to conversion tasks, technical specifications for customizations were
reviewed with the technical lead to ensure they met the needs of the functional team.
Worked closely with Project Manager to adjust project plan to ever-changing resources and scope. Communicated impact
of scope changes to client.
Using PeopleSoft set-up manager tool configured all tables for first phase, taking into consideration the need to lay a good
foundation for future phases such as benefits administration, time and labor, recruiting solutions and enhanced employee
and manager self-service.
Project: PeopleSoft HRMS Upgrade 8.8 to 8.9
Duration: 6 months Industry: Gas and Electric Utility
Worked as Payroll Lead on an HCM 8.8 to 8.9 upgrade at a Gas & Electric Utility company with 9,700 employees
undergoing a complete business transformation outsourcing (BTO) initiative – outsourcing HR, Payroll and Benefits to an
IBM service center in Costa Rico. Additionally, all finance transactions were outsourced to IBM.
Client has many companies with multiple unions and operates in a highly regulated environment, requiring excellent
attention to detail to accurately accommodate the complexity of their business processes and regulated requirements.
Provided subject matter expertise on 8.9 Person Model, including analysis, prototyping, configuration, and testing.
Provided client workshop explaining how person model worked in 8.9.
Worked with technical team to deploy integration broker functionality to message general ledger data between PeopleSoft
financials and HR. New combo-code functionality in HR was app-messaged from financials and general ledger data was
app-messaged from HR to financials
Project responsibilities included requirement reviews, development of test plans for HR, position management, self
service, and North American Payroll, payroll testing, cutover activities, post-go-live support and interfacing with the client
at all steps in the process.
Assisted Recruiting Solutions and Human Resources consultants as needed in validating configuration and testing.
Created test scripts for HR, benefits, payroll, employee and manager self service. Ran test scripts, reported results, retested and worked with technical team to resolve issues.
Served as “War Room” lead for hyper-care of all upgraded and new implemented functionality for go-live and production
support issues.
Project also included the roll-out of new modules of Recruiting Solutions and Manager Desktop as new functionality to the
organization.
Involved with trouble-shooting all issues that came in from production team. Worked with technical development and
steady state teams to remedy issues quickly.
Project: PeopleSoft Enhancement Project HRMS 8.9
Duration: 2 month Industry: Chemical/Paint Manufacturing
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Conducted planning assessments to scope work effort and recommend approach for the following three PeopleSoft version
8.9 projects:
•
Project IHR: Worked with client project owners on International HR project, a project that merged inpatriate and
expatriate employees into PeopleSoft from third-party application and paid them accurately. Included complex
tax scenarios. Legacy processing was cumbersome and did not accurately report wages and tax. Moving this
processing to PeopleSoft provided client with accurate wage and tax reporting for this population of employees.
•
Project IDR: this project automated disability payments, both from a vendor perspective and an employee
perspective. Worked closely with technical development consultant to address all aspects of interface.
•
Project PGRP: this project created new paygroups for employees requiring weekly pay in Boston and Puerto Rico
due to legal compliance issues surrounding pay timing.
•
Provided documentation to client on recommendations for all three projects, included quasi-project plans on each
project that identified needed resources, tasks, timelines and costs.
Project: PeopleSoft HRMS 8.9 Training
Duration: 1 month Industry: Outsourcing HR Support
Prepared and delivered HR, Benefit Administration, Payroll and Query training to group of customer service
representatives working in service center environment whereby they supported multiple businesses using PeopleSoft
HRMS version 8.9. Training materials were created to support lectures, provide hands-on experiences, and to challenge
students to troubleshoot issues that would arise in their day-to-day work supporting clients.
Project: PeopleSoft HCM Implementation 8.9
Duration: 6 months Industry: Higher Education
Assumed the HR/Benefit Lead Consultant role midway into combined implementation project of PeopleSoft Student
Administration and HCM, version 8.9. Responsible for leading client team through set-up tables, prototype sessions, and
creating user acceptance test plans. Also implemented Contract Pay functionality and presented prototype session to
executive leadership of University.
Other Projects
Project: PeopleSoft Upgrade 8.0 to 8.9
Duration: 1 month
Industry: Engineering
Work Performed: Drafted functional design specification for upgrade of HRMS application including HR, Benefits
Administration, Payroll, ESS and MSS.
Project: PeopleSoft HCM Upgrade 7.5 to 8.3
Duration: 6 months Industry: Transportation – Airlines
Work Performed: As Project Manager, created project plan, managed all phases of project including internal and
external resources. Managed timelines, issues and all communications to leadership team. Assisted functional team in all
areas of project, resulting in hands-on experience in HR, Ben Admin, Payroll and T&L modules.
Project: PeopleSoft HCM Benefits Administration Implementation
Duration: 4 months Industry: Transportation -- Airlines
Work Performed: Hands-on Project manager, created project plan, managed resources, issues, and all phases of
project. Participated heavily in creating event classes, event rules, and testing.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Project: PeopleSoft HRMS Implementation PS 7.5
Duration: 9 months
Industry: Transportation -- Airlines
Work Performed: Hands-on Project Manager responsible for managing both functional and technical resources, as well
as all other aspects of the project. Led company through software selection, implementation and roll-out of HR, Base
Benefits, Payroll for North America and Time and Labor version 7.5
Skills Profile
Functional:
PeopleSoft HRMS versions 7.5 through 9.0, Human Resources, Benefits Administration, North American
Payroll, Employee Self Service, Manager Self-Service, Business Process Design. Attended PeopleSoft
University classes as follows: Intro to HR, Base Benefits, Benefits Administration, Payroll for North
America, Year-End Payroll, Time and Labor Administration, Competency Management, Training,
PeopleTools I, SQR, Query, Advanced Query & Crystal Reporting.
Technical:
Worked in environments using Oracle Databases; MS SQL Server, DB2 and Unix. User of Windows
NT/2000/2005, IBM OS, BEA Tuxedo, BEA WebLogic PeopleSoft Applications: HCM. PeopleTools, Handson experience using SDLC methodology.
Software:
Excel, Word, MS-Project, Visio, PowerPoint, Outlook, Lotus Notes, PeopleSoft HRMS, Ceridian
Education
Alverno College, Milwaukee, WI, BA in Business Management & Psychology, May 1989
Professional Affiliations
Society of Human Resources Management (SHRM)
American Payroll Association (APA)
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Sriram S. Konkipudi
ƒ
Talented and results oriented Sr. PeopleSoft Functional Consultant with over sixteen years of industry experience in K-12 Education, Automotive,
and Insurance.
ƒ
Over eleven years of extensive hands-on experience in Peoplesoft ERP Implementations, Upgrades, Coversions, and Pos Go-Live Production
Support. In-depth knowledge of Peoplesoft module configuration to meet the various cross functional business needs.
ƒ
Extensive PeopleSoft functional expertise in HCM (Core HR, Payroll, Time&Labor, eApplications, Benefits Administration), and SCM
(eProcurement, Purchasing, Inventory, Strategic Sourcing, eSupplier Connection), EPM 8.8, UPK, and Application Security.
ƒ
Managed the End-to-End testing of the Payroll Process to validate the Employee data of Earnings, Benefit and General Deductions, and Taxes by
running the Paysheet, Pre-Calc, and Pay Confirm processes and all the related reports. Applied the periodic Tax Updates and managed the Payroll
year-end process.
ƒ
In-depth experience with data mappings, data cross-walks, data conversions from legacy and other source systems to PeopleSoft.
ƒ
Very adept at presenting innovative ideas and solutions to the CXO level management using state of the art technologies and innovative software
solutions resulting in a substantial cost savings and quicker ROI to the organization.
ƒ
Strong expertise in the overall Project Management by applying PMI standards. Excellent knowledge in gathering business requirements, performing
Fit/Gap Analyses and developing AS-IS process documents, solution design and preparing the TO-BE process documents. Strong analytical and
problem-solving skills combined with very effective communication, and interpersonal skills.
ƒ
In-depth experience in writing ad-hoc SQL, PS-Queries, SQR, and Crystal reports to assist in the Functional Analyses and results validation.
SKILL-SET HIGHLIGHTS
Payroll Process • Tax Updates • Payroll Year-End Process • Retro Pay • FLSA • Balance Adjustments
Open Enrollment • Event Maintenance • Row Level Security • Check Reconciliation • Data Mapping •
Data Conversion • Data Purification • Item Vendor Pricing • Procure-to-Pay Process • Purchasing Contracts
Requisitioning & Purchase Orders • Inventory Fulfillment Process • Inventory Counts Receiving • Cost Accounting Project Management • Fit/Gap Analysis
• Project Scoping • Requirements Determination
EDUCATION
MBA in Management Information Systems, Fort Hays State University, Hays, KS
BS in Mechanical Engineering, Sri Venkateswara University, India
EMPLOYMENT STATUS
US Citizen
CERTIFICATIONS & TRAINING
•
•
•
PMI Project Management Professional (PMP) Certification (in progress)
Certified PeopleSoft & BI Training (HCM, FIN, SCM, PeopleCode, PeopleTools I/II, Informatica, PS Query, HR, Warehouse Bootcamp
(EPM), Application Engine, Benefits, Payroll/Payroll Interface, Purchasing, Inventory, GL, AP/AR, eProcurement, Strategic Sourcing, FDM,
and more)
Cognos Certified Training (Cognos Series 7, Impromptu, Framework Manager)
FUNCTIONAL SKILLS
PeopleSoft HCM
Human Resources, Base Benefits, North America Payroll, Payroll Interface, Time and Labor, eApplications, Benefits
Administration
PeopleSoft SCM
eProcurement, Purchasing, Inventory, Strategic Sourcing, eSupplier Connection
PeopleSoft EPM
HCM Warehouse, FDM/SCM Warehouse.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
TECHNICAL SKILLS
PeopleSoft Tools:
Application Designer, PeopleCode, Application Engine, Workflow Administrator, Integration Broker,
Application Messaging, Component Interface, Import Manager, Mass Change, Data Mover, Process
Scheduler, Security, Tree Manager, Change Assistant, UPK 2.7.5, SQR, PS/Query, Crystal Reports.
Applications:
MS Office, Project, Visio, Lotus Notes, Oracle 10g, DB2, DB2/400, SQL Server, Crystal Reports, Toad, DB-Visualizer,
STAT 5.2.0, Mercury Quality Center 8.0 (Test Director)
Platforms:
Windows, UNIX, OS/400, VM/ESA
Hardware:
Sun Solaris, IBM-AS/400, IBM RS-6000, IBM Mainframe, PCs, Macintosh
PROFESSIONAL AFFILIATIONS
Project Management Institute (PMI), Society of Automotive Engineers (SAE)
PROFESSIONAL EXPERIENCE
(Jun 2007 to Present
Company: J D M Systems Consultants
Role: Senior Functional Consultant
Client: Chrysler LLC, Auburn Hills, MI
Environment: PeopleSoft HCM 9.0 UPK 2.7.5, PeopleTools 8.48.10, IBM AIX, Windows NT/2003 Server, DB2
As a Senior Functional Consultant provided Functional leadership and direction in the upgrade of PeopleSoft HCM from Version 8.0 to Version 9.0.
Conducted workshops and CRP’s to present the Functional design for the upgrade of customizations to the Person Model and Job Data. Successfully
integrated the Plant Self Service Kiosk business process into PeopleSoft eliminating the need for third party application hosting and maintenance leading
to a substantial savings in fees paid to the vendor. Implemented UPK module as a training aid for the newly upgraded HCM 8.9.
•
•
•
•
•
•
•
•
Developed comprehensive functional/technical documentation for the highly customized business process.
Tested the HR to Payroll delta changes interface that runs every pay period to load Job Data.
Reviewed the PeopleSoft Tax Update documents to ensure all pre-requisites are fulfilled before applying the Tax Updates.
Reviewed table structures in the new version and provided Data Mapping and Cross-Walks as needed.
Coordinated with business to validate the payroll results to ensure the updates were applied accurately
Directed integration of self-service kiosk applications and PeopleSoft for Chrysler. Led technical resources in developing PeopleSoft
integration solution.
Saved $500,000 in third-party fees for application hosting and eliminated majority of training costs.
As Team Lead, managed User Productivity Kit (UPK) implementation for use as training solution for highly customized PeopleSoft
application. Reduced costs by developing hosting solution.
(Jun 2006 – Jun 2007)
Company: VEE INC., Southgate, MI
Role: Project Manager / Functional Lead
Client: California State Automobile Association
Planned and led upgrade and integration of PeopleSoft modules, and server/infrastructure migrations. Supervised project teams, including technical and
system administration resources. Prepared project plans. Involved in defining project scope and definition. Prepared and delivered presentations and
Conference Room Pilots. Designed document templates, and communicated effectively with business customers.
•
•
•
•
Served as Functional Team Lead on the implementation of PeopleSoft 9.0 Purchasing and Inventory module upgrades. Configured Business
Unit and Product related options for both PO and IN modules. Conducted CRP’s and workshops to the business users on the new functionality.
As a Project manager for the infrastructure project managed the infrastructure planning and server migration to bring them in house from EDS.
Planned the risk management and mitigation.
Improved productivity and performance levels by streamlining requirements gathering.
Delivered major savings and improved turnaround time.
Company: J J & Associates, Detroit MI
Role: Functional/Technical Consultant
Client: Detroit Public Schools/Compuware AMC
(Nov 2003 to Jun 2006)
As a Functional/Technical Consultant implemented the upgrade of PeopleSoft HCM, Benefits Administration, Payroll, and Time & Labor modules to
Version 8.8 from Version 8.3. Managed the post go-live Production support and ongoing customizations of the application. Coordinated the
implementation of PeopleSoft EPM 8.8 for the HCM and Financial & SCM Data Warehouses.
Environment:
•
•
•
•
PeopleSoft 8.8 – HCM, Payroll, Time&Labor, PeopleSoft EPM 8.8, Peopletools 8.43.x, Unix, Windows2000/NT, Oracle 8.x
Provided functional support, direction and troubleshooting in upgrade tasks. Liaison between functional users and technical developers. Gathered
user requirements, prepared design documents.
Directed and assisted the Payroll department staff on the configuration and setup of the Payroll module.
Analyzed all Payroll reports, tax report and reconciliation reports and directed the retro fit efforts as needed including thorough testing.
Held mapping and data purification workshops for earning and deduction codes.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
•
•
•
•
•
Reviewed the year-end process documentation from PeopleSoft and applied the necessary year-end patches and bundles in preparation for W-2’s,
1099’s etc.
Reviewed the tax updates per schedule and applied them to the database as needed.
Worked with Payroll dept staff and the bank to roll out the DDP process for all the employees (before that it was only through a check)
Automated the process of Garnishment payments through Accounts Payable by turning on the App messaging process through Integration Broker for
Friend of the Court, Writs, Tax Levys, and other vendors.
Implemented the vendor sync process between Accounts Payable and HR/Payroll.
Re-engineered the client’s Business Processes and created functional design documents for the Pay Check printing and distribution process.
Helped the business in the configuration and set up of control tables for all the other application modules.
Managed the End-to-End testing of the Payroll Process to validate the Employee data of Earnings, Benefit and General Deductions, and Taxes by
running the Paysheet, Pre-Calc, and Pay Confirm processes and all the related reports.
Provided Functional/Technical leadership and mentored the implementation and development team members, and knowledge transfer to functional
department resources.
Company: J J & Associates, Detroit MI
Role: Team Lead / Functional Consultant
Client: Detroit Public Schools / Compuware AMC
(Nov 2001 to Oct 2003)
As a Team Lead / Functional Consultant was responsible for identifying, understanding, and implementing innovative solutions in the implementation of
the PeopleSoft 8.4 Financials & SCM, modules included Purchasing, eProcurement, Inventory, and Strategic Sourcing modules. Implemented PeopleSoft
8.4 Strategic Sourcing and the eSupplier connection modules, and subsequently as a Team lead was responsible for production support.
Environment: PeopleSoft Financials & SCM 8.4, Peopletools 8.43.x, Unix, Windows2000/NT, Oracle 8.x
•
•
•
•
•
•
•
•
•
•
Performed scoping and fit/gap analysis for the implementation of Strategic Sourcing and eSupplier Connection.
Responsible for module configuration and setup of foundation tables and Vendor security.
Worked with the training team to develop external Vendor training material for the eSupplier Connection module training.
As a team lead managed the conversion and setup of a new warehouse in the Inventory module.
Provided project plan, timeline and resource requirements at a detailed level.
Streamlined the Textbook Annual Order Processing in eProcurement, Purchasing, and Inventory modules.
Provided the Warehouse management with the functional expertise in executing the Physical and Cycle Count process by conducting workshops and
planning meetings.
Developed specifications and guidelines for data mapping and programming. Managed the creation of a many highly complex SQR reports,
PS/Queries, and interfaces to meet the business requirements.
Analyzed security requirements and implemented application security framework.
Coordinated the overall testing effort including system, parallel and regression testing.
Company: J J & Associates, Detroit MI
Role: Team Lead / Senior Software Consultant
Client - Detroit Public Schools/Compuware AMC
(Mar 2000 to Oct 2001)
Involved in the upgrade of PeopleSoft HRMS, Benefits, and Payroll from Ver. 7.0 to 8.3. Performed functional and technical fit/gap analysis, regular
walk-through with the end users, testing for user acceptance, and interaction with functional team for customization specifications. Reviewed the
functional and technical design specification documents and implemented customizations to PeopleSoft HRMS v8.3 to facilitate various HR, Benefits,
Time & Labor, and Payroll functionality and processing. As team lead managed the Benefits positive enrollment process.
Environment: PeopleSoft HRMS 8.3, HR, Benefits, Payroll, Time & Labor, Windows NT, AIX and Oracle 7.3
•
•
•
•
•
•
•
•
•
•
•
Involved in configuring and setting up the foundation tables for the Core HR, Payroll, and Self-service modules.
Involved in the retro-fit of SQR reports and PS-queries.
Worked with the Implementation Team as a liaison for the business users for issues related to the upgrade.
Production Support for monthly Payroll processes, which includes Pay sheet Creation, Preliminary and Final Calculations, Pay Confirmation and
Printing the Paychecks and reconciliation.
Customized interface programs to transmit data from the Payroll tables to external vendor systems such as Benefits, Employment Verification, Social
Security Administration, and Direct Deposits to Banks etc.,
Implemented complex customizations to the Check Printing and distribution, Payroll Register, Check Reversal, Check Reconciliation, and Overtime
Report SQR programs.
Involved in setting up the PeopleSoft Payroll setup tables like Earnings, Savings Plans, General /Benefit Deductions etc.
Customized the Payroll posting interface to Financial General Ledger application.
Customized the PeopleSoft Leave Accrual Process as per Business requirements, which runs every pay period.
Created a SQR to load Incentives, Awards and Bonus into the Pay Earnings table after Pay sheets are created
Worked with the business to successfully complete the Benefits Positive enrollment process for all the employees.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Vamshi Krishna
Professional Summary
ƒ
PeopleSoft Techno‐Functional consultant with 7+ years of experience in PeopleSoft HRMS (global Payroll, Payroll for North America, Base Benefits, Benefits Administration, Time and Labor, eBenefits, eProfile and ePay, eRecruit). ƒ
Strong technical expertise in module interfacing, upgrading, conversion, development, data migration, Production support, Module Development and reporting based on PeopleTools 8.48,8.46,8.45,8.42/8.x/7.x and writing/debugging PeopleCode. ƒ
Experienced with Object based PeopleCode, used methods and build‐in functions. ƒ
Extensively worked on SQR 4.x/6.x, Crystal Reports 5.0/6.0/8.0, PeopleCode, Application Engine and PeopleTools, Component Interface, Application Engine and Process Scheduler. ƒ
Strong PeopleSoft technical skills include People Tools (Application Designer, People Code, Application Engine, Component Interface, File Layout, Process Scheduler, Integration Broker, Workflow, Query, Data Mover, Security Administrator, and Definition Security), SQR, n‐Vision and Crystal Reports. ƒ
Progressive Technical experience in customization, implementation, development, deployment, integration, data conversion, training, reporting and support of PeopleSoft HRMS 9.0/8.9/8.8/8.3/8.01/7.5 which includes HR, Payroll, Time and Labor, Recruiting,Benefits, Benefits Administration and Campus Solutions, Student Financials, Student Admin, Student Record, eperformance modules. ƒ
Software Quality Assurance and Quality Control Consultant with 6 years experience in Functional, Regression, System Integration (SIT), Acceptance (UAT), Load/Performance, Security and Performance testing, Beta Testing. ƒ
Developed/ Maintained several Test cases, Test scripts, Test Plans, Black Box, White Box Testing, Defect Tracking using HP Quality Centre. ƒ
Expertise in all phases of the systems development life cycle including requirements definition, data conversion, data mapping, system implementation. ƒ
Very strong understanding & proficiency in implementing interfaces and workflow automation. ƒ
Involved in techno‐functional analysis, gathering user‐requirements, project development, troubleshooting system issues, data conversion and production support. ƒ
Performed several implementations and upgrades. ƒ
Involved in installation, configuration & administration of 8.3/8.8 and provided post‐production support after implementation. ƒ
Extensively involved in testing & debugging Self Service applications, Payroll, Time & Labor, Benefits, eRecruit. ƒ
Possess excellent communication and interpersonal skills and a very good team player. Technical Skills ƒ
PeopleSoft HRMS/ELM (9.0, 8.9, 8.8, 8.3, 8.x, 7.x)
ƒ
Application Designer
ƒ PeopleTools
ƒ
Application Engine
ƒ File Layout
ƒ
Security Administrator
ƒ Object Security
ƒ
Tree Manager
ƒ Integration Broker
ƒ
PS Query ƒ Crystal Reports
ƒ Production Support
ƒ
Performance Tuning
ƒ Trouble Shooting
ƒ
PL/SQL
ƒ Data Mover
Operating Systems ƒ Windows 2000, 2003, NT
ƒ UNIX
Databases
ƒ Oracle 11g/10g/ 9i/8/7.x ƒ MS SQL Server ƒ DB/2
Applications ƒ
ƒ
ƒ
ƒ
PeopleCode
Component Interface
Portal
SQR
ƒ Workflow
ƒ nVision
ƒ Core HR ƒ Base Benefits ƒ Payroll ƒ TAM/eRecruit ƒ Benefits Admin ƒ Time & Labor ƒ Candidate Gateway ƒ eperformance Work Experience
Hewlett‐Packard, NJ June’08 –Current Role: PeopleSoft Techno/Functional Analyst Project: Design, Development and Reporting Responsibilities: ƒ
Extensively worked with the HCM Upgrade team and functional users in order to develop, support and resolve technical issues in Workforce Administration, Payroll, Benefits, Time and Labor and Talent Acquisition Management Modules, during the upgrade from v8.3 to v9.0. ƒ
Designed, Developed and tested Permission lists, users, Roles and assigned roles to users. ƒ
Worked with Business Analysts to get the Business process information for the custom built pages and Custom Records for Query. ƒ
Developed an SQR to calculate the Time Taken for Requisitions to be filled. This includes the internal as well as external postings and Approved Historical Requisitions Report in TAM ƒ
Designed and developed the PeopleSoft applicant job search functionality in Candidate Gateway based on Job Category instead of delivered Job Family. ƒ
Modified existing offer letter report formats and developed XML Publisher reports using PS query.
ƒ
Designed and developed client specific reports (C-2 form, C-11 form, Provisional report, Board report) using XML Publisher and application
engine process.
ƒ
Extensively worked with PSQuery tool and generated adhoc queries. ƒ
Involved in setup and design of automated benefits enrollment process, setting up core tables in HR and Benefits Administration, defining eligibility rules and creating event rules. ƒ
Devloped interfaces to send the Active garnishments into Financial modules. 2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
Identified a generic set of input data that is sent to the TCD systems and also determined a generic set of output data that is produced by various TCD systems. Developed Inbound and Outbound interface to validate and send Payroll Data to ADP. Customized the SST e‐Notifications that managers receive once the Applicants have accepted the offer in Recruiting. The managers would then complete the hire through MSS in eRecruit. Designed and Developed the Taleo New Hire Interface in Recruiting and served as the point of contact for this interface. This interface loads the Taleo new hires into PeopleSoft. Performed the Data mapping and Data Analysis of various tables in Recruiting Module. Assisted the Oracle offshore team with the Manage Hire Process after the Taleo load is completed for e‐recruit Module. Customized existing Peoplecode for various objects in HR,Payroll,Benefits, eRecruit, eBenefits modules. Designed and developed the Job Requisition Report and customized the Diversity of Hires report as per the business needs. Developed and Customized App Engine programs involving Component Interfaces as a part of the upgrade to 9.0. Developed Application Engine programs and used File Layout and Component Interface to load data from flat file to PeopleSoft system. Written and modified PeopleCode for validations. Analyzed the customizations to the delivered SQR reports and worked with the functional analyst to determine if the customizations need to be reapplied or retired. Developed SQR reports for premium journal Reports in Benefits and compliance reports and Garnishment Reports in Payroll. Worked on payroll process such as Pay Sheets, Pay calculation, Pay confirmation and created Paycheck for the employees on off cycle and on cycle basis. Created pay calendars to process payrolls. Developed Conversion Programs to move data from the legacy system into PeopleSoft tables using SQR as the primary tool and generated status reports after performing validation. Worked on various People Tools such as Application Designer, Data Mover, Maintain security, Object Security, Process Scheduler, PS Query, and Application Engine.
Involved in setting up custom ePerformance text catalog settings and Notifications based on requirements. Customized and developed ePerformance 9.0 as per the BRD’s. Created Data Mapping Documents for ePerformance and TAM/eRecruit Modules during the upgrade. Added Text for Self‐Service Pages and Email Notifications in eperformance and TAM/eRecruit Modules Developed Inbound and Outbound Interface Programs by using Application Engine and Component Interface/ File Layout/ SQR to load the data into HR, Payroll and Benefits tables. Environment: PeopleSoft HCM 8.3/9.0 (HR /Payroll/Benefits/T&L, TAM, ePerformance) People Tools 8.48, 8.19, 8.00, 8.22 SQR, People Code, App Engine, Oracle 9i, NT City Colleges of Chicago ‐ IL June ’07 – Mar’08 Role: PeopleSoft Techno/Functional Analyst Project: Development and Support Responsibilities: ƒ
Responsible to perform enhancements to HCM/Payroll/Benefits and Campus Solutions (Student Admin/Records, Financial Aid, Student Financials) for v8.3.Modified and tested pages, menus, queries and SQR programs for enhancements. ƒ
Was Extensively involved in the implementation of the Payroll Interface Module. ƒ
Worked on Campus Solutions (Student Records, Student Admin) for the SA team and developed complex logic driven SQR’s to accommodate Enrollment Trend Analysis reports by Term/Fiscal year, Age trend analysis reports, ICCB Reports, Rostr Reports, Stat Reports, NRS Reports, DW Files and also was involved in Unit testing the same. ƒ
Work included research and population of setup tables associated with HR, Base Benefits, eBenefits and Payroll, analysis and application of requested customizations respectively. ƒ
Created Document templates and also modified the existing Enquiry pages in eperformance module as per the business requirement. ƒ
Was Involved in Technical Support of Candidate Gateway applications. ƒ
Extensively involved in team meeting in defining system settings, document types, rating models and performance criteria’s for the eperformance module. ƒ
Used Mercury Quality Center to develop and track the status of test Scripts. ƒ
Pro‐actively solved problems, determining issues within the specs that were not reflected in the data. ƒ
Developed and performed UAT for various HR, Benefits and Payroll. Inbound/Outbound interfaces using Application Engine Programs. ƒ
Developed Outbound interface SQR’s for PeopleSoft HRMS Benefits and Payroll module to extract benefit/insurance information from PeopleSoft tables and send to respective vendors. ƒ
Analyzed, designed and developed various SQRs like Garnishment reports, General Deductions Report, Termination Report, Absence Report, Fund report, Severance Report, Unemployment Wages Report, New Hires reporting by locations and fund locals, multiple locations worked, Quarter to date Labor hours Report, and employee Benefits report. ƒ
Developed an interface to read the data from KRONOS into PeopleSoft Time and Labor Module. ƒ
Work with user community to provide online module support where needed along with Ad Hoc reporting requests in HCM, Campus Solution modules in PeopleSoft. ƒ
Technical responsibilities included create and develop interface programs and create customized reports in SQR and App Engines .Developed Technical design specs, program coding/debugging, unit testing, system testing, user acceptance testing in Financial Aid, Student Records, and Student Financials, Admissions, Campus Community modules ƒ
Set up the Savings Plan table and processed, resolved issues and confirmed the deduction in Payroll Interface Module. ƒ
Used Record, Page People Code to achieve the business logic for the users to create Master Stat, Grad Stat, and Facility Stat File Creation in PeopleSoft Campus Solutions 2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
ƒ
Developed an SQR to calculate the Time Taken for Requisitions to be filled. This includes the internal as well as external postings and Approved Historical Requisitions Report. ƒ
Developed Custom Time and Labor Reports which included Compare Reports, which were extensively used while transferring data from a Third party system to PeopleSoft Time and Labor. ƒ
Involved in the setup of Deduction Data, Earnings Data, Payroll Schedules in the Payroll Interface module as per the Business rules. ƒ
Set up Employer Match and sent appropriate deduction information for each payroll cycle across to ADP using Payroll Interface. ƒ
Involved in developing SQC’s to standardize the headings across all the reports developed. Environment: PeopleSoft HCM 8.3/9.0 (HR /Payroll/Benefits/eBenefits, ePerformance) People Tools 8.48, 8.19, SQR, DB2, UNIX FedEx, Memphis, TN Nov’06 ‐ April’07 Role: PeopleSoft Techno/Functional Analyst Project: Development and Support Responsibilities: ƒ
Worked closely with the HR, and Payroll department heads and users to gather information for designing the Interfaces, Reports for calculating the employer match. ƒ
Designed and developed an Inbound Interface to read the data from the 3 Media‐Out files from Vanguard for all defined contribution savings plans and load them into the PS_SAVINGS_PLAN and PS_GENL_DEDUCTION table with appropriate Pre‐Tax, After‐Tax, Catch‐Up employee deduction percentages, hardship withdrawals new loans and loan payoff amounts. ƒ
Modified delivered XML Publisher templates PYCHKUSA and PYADVUSA for check printing / advice form printing specific to client requirements. ƒ
Designed and developed an SQR report of all the New Loans entered into payroll and also generated a PDP report for all the employees who have a change in their contribution percentage towards the savings plan. ƒ
Converted Legacy data from ADP into PeopleSoft Payroll for NA. Performed data mapping and created test scenarios for the same. ƒ
Developed online PeopleCode and created a process request to call an SQR, which will calculate the employer match for all the employees for online checks. ƒ
Created a new JOB and attached the Employer Match SQR to the PSPPYRUN COBOL process and added the row level security to the RUNCTL_PAY_CAL component. This will run the SQR for every payroll that is processed. ƒ
Set up Benefit Plans of the plan type 40,4Y, 4Z and Benefit Programs to identify the Pre‐Tax, After‐Tax, Catch‐Up contributions for the 401K Retirement Savings Plans for the Regular, Pilots, Puerto Rico employees as per the Business Requirement Specification document. ƒ
Implemented the company match on employee 401K Catch‐Up contributions and calculated the match on a per pay run basis as per the specified formula. ƒ
Extensively involved in troubleshooting Payroll issues during the Pay Calc and Pay Confirm processes. Resolved the issue where Benefits Open Enrollment page in Self Service was showing the costs as annualized instead of per pay period. ƒ
Changed the Self Service Configuration on each Benefit Program. ƒ
Designed and developed the following SQR reports: Employer Match Detail report, Employer Match Exception report, Employer Match Summary report by comparing calendar year Vanguard contribution data to FedEx Payroll year to date contribution totals. ƒ
Set up deduction codes in the PS_F_CUSTOM_PARAMS table and set the corresponding limit amounts for Non‐Pilots, HCE, Puerto Rico and Non‐PR employees for the 2008 calendar year. ƒ
Used UNIX environment to run the Interface and different reports that were developed. ƒ
Prepared test scenarios for UAT, System testing for developed reports and interfaces and prepared a detail document on the same. ƒ
Customized number of SQRs/PS Queries/Crystal Reports etc to suit to the business requirements. Worked extensively on SQRs to bring them in sync with the new feature brought in PS 8.9. Environment: PeopleSoft HCM 8.9 (HR /Payroll/Benefits) PeopleTools 8.46, SQR, DB2, and UNIX
State Farm Insurance, OH June’05 to Oct’06 Role: PeopleSoft HRMS Consultant Project: Implementation Project Responsibilities: ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
Involved in analysis, design, development, testing and implementation of PeopleSoft HRMS, Payroll, Benefits and benefits administration
modules.
Involved in Building and managing a comprehensive benefits system tailored to the particular needs of the organization, from automated
enrollment and billing to the selection of multiple benefit programs. Automatic event maintenance, enrollment and billing and Comprehensive
Reporting and Analysis.
Created / modified various Crystal Reports based on PS Queries.
Troubleshoot and resolve PeopleSoft HR, Payroll production issues and develop custom program code and system objects to serve client needs. Developed online objects using Application Designer as per the design requirements and extensively used PeopleCode (Record PeopleCode,
Application Engine PeopleCode and CI PeopleCode) for the online validation and to implement the business rules.
Used Data mover to export / import data from the PeopleSoft tables to the data files
Extensively used integrating tools like Component Interface to integrate, validate and load data into the PeopleSoft payroll tables
Modified and added new PeopleCode by using new Classes and Objects to accommodate new customizations to meet Business requirements
Modified the Dental plan SQR report as per the design document. Fine tuned the long running batch process by efficiently tuning the complex SQL’s and bringing down the running time
Extensively involved in generating workflow notifications and emails routing to the correct destinations by defining the roles and rules
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
ƒ
Involved in Fit-gap and Business process reengineering and end user training.
ƒ
Provided functional assessment for current PeopleSoft business processes and recommended improvements for processing in 8.9 environments and also Conducted end‐
user training sessions, and provided documentation for all benefit plan types. ƒ
ƒ
Unit tested the developed application and created test scripts and test cases for the Unit Testing and System Testing
Worked on PS/Query tool to generate Ad‐hoc queries, analyze the query results and to generate SQR reports. Environment: PeopleSoft HRMS 8.9 (HR / Payroll/Benefits) PeopleTools 8.45, SQR, Oracle 9i, Windows NT / 2000.
Winn‐Dixie, FL Sep’04 – Mar’05 Role: PeopleSoft Consultant Project: Development and Support Responsibilities: ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
Resolution of Pay calculation, Pay confirmation and Benefits administration issues/abends.
Involved in setup and configuration of Time Collection Devices (TCD) to help employees report time through Time clocks into the PeopleSoft
Time and labor system.
Customization of SQR Reports for Various Payroll Data including Paycheck data, deduction, Earnings, Balance Data, Employee work hrs by
Employee and Location
Designed and developed the HR, Benefit, Wage verification statements.
Wrote PeopleCode to implement the business rules and to validate the data entry process
Resolved issues concerning elapsed time and punch time errors. Set up Workgroups, TRC’s, TRC Programs, Rule programs, Value Lists, Static and Dynamic groups. Developed custom Time and Labor Rules to take care of Rounding Rules, Meal Over times and Scheduled Day off. Managed exceptions and approve time by time reporters, reviewing attendance history, requesting batch approval process. Set up Comp Time plans as per company requirements and enrolled employees into these Comp Time Plans. As part of the production support team, after the post implementation process, supported the entire people soft system involving HR, Benefits, Payroll, eBenefits, Benefits Administration modules. Environment: PeopleSoft HRMS 8.8, Tools 8.42, Time and Labor, Payroll, Benefits, SQR, PSQuery, DB2. BJs, MA Jan‘03 –Aug ‘04 Role: ‐PeopleSoft Technical Consultant Project: Upgrade Project 7.58 to 8.3/8.8 Responsibilities: ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
Involved in PeopleSoft Upgrade (7.58 to 8.3/8.8) (HRMS, Payroll, Benefits and Benefits Administration, Time & Labor, e-Compensation, ePay, e-Recruitment, e-Benefits).
Core member of upgrade team (7.58->8.3 and 8.3->8.8) and provided feedback and document customization to help in future upgrades
of the system.
Prepared and analyzed the Compare Reports to identify the customizations done to version 7.58 panels, panel groups and menus.
Identifying customizations to the underlying tables - new fields and indices.
Modifying, converting and testing panels, panel groups, People Code and menus.
Compare PeopleSoft Version 7.58 Reports Vs Version 8.3/8.8 and change accordingly.
Using the Upgrade Assistant, modifying and running numerous Application Engine programs in the upgrade process
Involved in creating DDD (Data Definition Documents), TDD (Technical Design Docs), Mappings by analyzing the BRDS (Business
Requirement docs) delivered by functional experts.
Involved in gathering & defining requirements, overall scope definition in terms of functional & technical requirements, legacy system
integration, testing and debugging.
Extensively worked on Component, Data Buffer classes, Scroll buffer classes, Grid classes, Rowsets to modify the behavior of panels
Involved in organizing the Payroll Process using Pay Groups, Pay Calendars, and Pay Run Ids. Also created pay sheets used to deposit data
required for employees pay calculations for each pay period.
Worked with Component Interfaces and Business Interlinks.
Creating process definitions and groups for process schedulers to run the SQR Reports
Developed and implemented a comprehensive custom purge script to clean up eleven Database tables and various logs/traces generated by
Application Server, Process Scheduler, Web Server, and Application Engine by setting up the time limit as 45 days.
Developing and customizing existing Reports per End user/Client requirements using reporting tools SQR, Crystal Reports, and PS/nVision.
ƒ
Environment: PeopleSoft HRMS 7.5, 8.3, 8.8, Windows NT, Oracle 9i. Hartford Financial Services, CT May’02– Nov’ 03 Role: PeopleSoft Techno‐Functional Consultant Project: Development and Support Responsibilities: ‐ 2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
Created an App Engine and CI, which would insert staging table data to Job records. Modified a Tuition Exemption SQR Report, which would print the Dependent data along with the employee information. Technical Developer for HCM Campus Solutions/Student Admin modules.
Involved in designing the technical and functional specifications for all the process changes with the new release for the upgrade process.
Did fit gap analysis between business process and Financial Aid .
Involved in generating Security and Auditing Reports in Student Records, Student Financials , Recruiting and Admissions Modules.
Created a new page with a gird to select the employees. Customized several PeopleSoft delivered SQR reports as per the business needs using SQR, PS/Query Modified several SQR programs for data validation and Error handling to load data into system tables from the given CSV files. Submitted several processes to the Process Scheduler to run daily tasks at a specific time, or to run processes recursively at a specific interval.
Responsible for customizing the application by creating the new records, fields, pages, Components, menus, Process Definitions using Application Designer. ƒ
Created several Run control pages and Components to collect user input‐parameters and run reports. ƒ
Involved in implementation of open enrollment process with predefined Benefits ƒ
Used Stat tool to migrate programs. Environment: PeopleSoft HRMS 8.9(HR, Payroll, Benefits) Tools 8.45, Oracle 10g, Windows NT Tribune, IL Jan‘02– Apr’02 Role: PeopleSoft Technical Consultant Project: Production Support Responsibilities:‐ ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
Involved in the development of online objects using Application Designer as per the design requirements.
Customized the PeopleSoft delivered application as per the changes required by the users and tested successfully before it is moved to
production.
Used PS Debugger and PS Trace/Debug options to capture the errors on various PeopleCode and SQL code. Extensively used SQL Trace / PeopleCode Trace extensively to debug the SQL errors occurred in the online application. Created several Run control pages where user can input the parameters to run a report. Effectively worked on resolving the payroll errors occurred during the payroll process. Used Application Engine and Component interface extensively in writing the interface programs so as to validate the incoming data from the third party systems. Integrated Health care & Insurance vendors with PeopleSoft for data Transfer. Used Component Interface to load data from the third party system into PeopleSoft Employee tables like PS_JOB, PS_PERSONAL_DATA, PS_PERSON, PS_NAMES, PS_ADDRESSES etc. Documented user requirements and developed specifications for customization of PeopleSoft HRMS. Environment: PeopleSoft HRMS 8.8(HR, Benefits, ESS/MSS) Tools 8.42, Oracle 9i, W
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Vani B. Row
Summary
Over 12 years experience with PeopleSoft HCM; led implementation teams; post implementation production support; developed Implementation strategy;
extensive PeopleSoft knowledge; entire implementation life-cycle.
About 16 years of work experience as a business analyst with an MBA degree; 15+ PeopleSoft implementations. Worked with most Big 4 Consulting
firms.
Recent Higher Education implementations.
US Citizen.
Summary of Skills and Tools
•
•
•
•
•
•
•
•
•
Experience with Global rollouts.
Fit-Gap analysis, analysis of customizations and design of functional and technical specifications.
PeopleSoft Self-service Applications.
Project Management skills.
Strong Payroll, Recruiting Solutions, Self-Service Applications, Benefits Administration.
PeopleSoft, PeopleTools, Peoplecode, SQR, Security, Application Engine, Crystal Reports, nVision.
Strong SQL, Microsoft Project, Excel, Access , Word and PowerPoint.
Mentoring of Junior Technical Staff and user community.
Strong communication and presentation skills.
Professional Experience
Aristocrat Technologies, Las Vegas, NV & Sydney, Australia
PeopleSoft Core HCM, Benefits Administration, Payroll 9.0
01/09 – Current
HR Functional Lead for a Global Implementation across 12 countries. Scoping, estimation and planning of the project – Fit Gap, Module Selection,
Configuration, Design, Interfaces, Conversion and Integration Testing with HR, Benefits and Payroll. Created and implemented the Test Plan.
Columbia University, New York, NY
PeopleSoft Core HCM, Base Benefits, Payroll 9.0
05/08 – 12/08
As Test Lead, developed the Test Planning Strategy and detailed Test Plan for the HCM Upgrade from 8.8 to 9.0 Defined detailed scenarios, scripts and
conditions for all end to end processes for both delivered functionality and customizations including multiple interfaces. including Manager Self-Service.
Defined new scenarios for the Person Model and Profile Management. Defined detailed plan for scripts creation and execution plan for Functional,
Performance and Parallel Testing. Testing for rollout of ePerformance with upgrade.
Defined test strategy, created scenarios, conditions and scripts. Testing and communication of 75+ interfaces with external systems for integration
including and post UAT, Parallel Testing, Mock Go-live , Go-live and Post production support..
06/07 – Current
Idaho National Labs, Idaho Falls, ID
PeopleSoft Core HCM and Recruiting Solutions 8.9
As Functional Lead, led the upgrade effort from PeopleSoft 8.8 to 8.9 for Talent Acquisition Manager and Candidate Gateway. Led the Business
Process Sessions, Fit Gap Sessions, effort estimation and prioritization for customizations, modifications to upgrade scripts, provided the table setup
structure, configuration, created the test plan and executed with test conditions, test scripts and test scenarios, go-live and post-production support.
Provided knowledge transfer through structured Demos, test scripts and training.
Complex implementation involving multiple databases inside and outside the firewall requiring consistent synchronization and Applicant IDs from
multiple databases in 8.8. Provided a batch schedule for delivered and custom processes in all databases. Change management, training and post
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
production support for the new processes introduced including screening and referral programs. Additional changes included modification of the
delivered approval process through configuration using the Approval Workflow Engine.
Post implementation support, enhancements and rollout of new functionality – referral processing, integration with enhancements to other modules.
10/07 – 11/07
Partners Healthcare, Boston, MA
PeopleSoft Core HCM, Talent Acquisition Manager and Candidate Gateway
Subject Matter Expert for special troubleshooting issues for a heavily customized TAM/CG implementation across 12 Business Units, including multiple
SetIDs and Site IDs with several customizations. Provided the table setup structure, created the test plan with conditions, scripts and scenarios and
provided guidance for the execution.
Resolved issues with conversion data and identified gaps specific to the healthcare requirements and restrictions for Manage Applicant, Screening,
Duplicate Applicant processing, modification of conversion scripts and compliance for OFCCP.
06/07 – 10/07
Boston College, Boston, MA
PeopleSoft Core HCM, Payroll, Talent Acquisition Manager and Candidate Gateway
Audited the configuration for the upgrade of Talent Acquisition Manager and Candidate Gateway (eRecruit 8.9) from 8.3 Test plans, cutover plan and
change management efforts for the upgrade, Support of UAT and go-live efforts for the Upgrade.
Accountability for testing and setup for all upgraded data including configuration for old and new templates. Identified and resolved issues with upgraded
data, attachments, applicant logins for existing applicants and compliance related issues.
05/06 – 05/07
City of New York, New York, NY
PeopleSoft Core HCM, eRecruit, ESS and MSS
As Solution Architect for Accenture, designed a custom solution for Planned Action Report using functionality from PeopleSoft Recruiting Solutions
8.8 – eRecruit, eRecruit Manager Desktop, Recruit Workforce, eProfile and eCompensation Manager Desktop.
Analyzed designed and managed the build of customizations impacting the Benefits processes. Identified, documented and reviewed Test scenarios,
conditions and scripts for integration test for Job related processes and Benefits processes.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
09/05 – 04/06
Miami-Dade County, Miami, FL
PeopleSoft Core HCM and Recruiting Solutions 8.9
Functional lead for implementation of Core HRMS, Talent Acquisition and Candidate Gateway (eRecruit 8.9) for the Miami-Dade County using a
Structured Methodology. Business Process Re-engineering and Fit-Gap Analysis for the county’s recruiting processes for over 50 county
departments. Led user sessions with 50+ users across multiple departments and varying priorities to achieve consensus. Configuration, setup and
design for the entire recruitment life-cycle from creating Job Openings, Job Postings, Applicant experience, Job and Applicant Searches, Screening
processes for minimum qualifications and preferences, applicant interview, selection, job offer and hire process. As part of configuration, setup
templates, accomplishments, competencies and Job Profiles. Designed customized approval routing and notifications. Incorporated additional
functionality to meet needs of bargaining units, layoff procedures, Veteran’s Preference. Worked with Oracle customer connection.
Implementation of Position Management. Customizations to leverage the functionality of the new Person model in 8.9. Setup of foundation tables, job
code tables, rate code tables, salary plans, salary grades and step. Extensive analysis of competencies for use between TAM, CG and ePerformance.
Design of Business Processes for Recruitment, Compensation and Testing for the same.
Configuration and setup of Workflow for Recruitment. Online modifications using Application Designer and PeopleCode.
CNF Worldwide
HCM and Benefits Administration Upgrade 8.0 to 8.9
04/05 – 08/05
Offshore Technical Manager in India for the HRMS and Benefits Administration upgrade from 8.0 to 8.9. One of the largest logistics management
companies with the world. Structuring of the upgrade project plan using a Global Delivery Model. Upgrade planning for databases, copies of production,
application of upgrade scripts. Design and planning for retro-fitting of customizations for SQRs and online modifications.
Unique setup for drivers, benefit programs, benefits plans, eligibility and event rules for this employee population. Customizations in place to
facilitate the processing for the same. Setup of eBenefits as a part of the upgrade.
09/04 – 04/05
Wells Fargo Bank, San Francisco, CA
PeopleSoft HCM 8.3 eRecruit
Phase II of largest eRecruit implementation. About 500,000 applications a year; 145,000 employees. This phase involved improving Business
Processes for better user experience for internal and external users. Worked closely with the user experience team. Requisition management from
Manager and Recruiter function. Defined Business and Functional Requirements, wrote specifications; developed and implemented the test plan.
03/04 – 08/04
Citigroup Latin America, Fort Lauderdale, FL
PeopleSoft HRMS 8.3, Base Benefits
Lead for Argentina Modifications – Responsible for Analysis, development, testing and delivery of modifications for Argentina – the largest roll-out of
a 18 country implementation. Co-ordination with teams and users located in multiple regions and countries for this roll-out while maintaining
standardization with other implementations world-wide.
This implementation included customizations to facilitate the unique benefits for some of the Latin American countries including government provided
benefits and child-care. Setup of benefit programs and benefit plans to accommodate these requirements.
Production Support for Latin America.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
11/03 - 03/04
University of Rochester and Strong Medical Center, Rochester, NY
PeopleSoft HRMS 8.8 - HR, Benefits Administration, Time & Labor, Payroll, eRecruit
Setup for the Multi-lingual Self-service applications - eProfile, eRecruit, eBenefits, ePay, eCompensation and eDevelopment. Workflow for the selfservice applications and also the base modules. Setup security - roles, permission lists for the implementation. Fit-gap from a workflow perspective.
Designed and developed workflow solutions for the implementation.
Configuration and setup of eBenefits for Benefit Administration for Medical, Dental and Life plans. Testing of Event Maintenance for the eBenefits setup
06/03 - 10/03
Capital One, Richmond, VA
PeopleSoft HRMS 8.8 - eRecruit, Recruit Workforce
Requirements gathering and Fit Gap Analysis for the eRecruit and Recruit workforce module, mapped current business processes to PeopleSoft business
processes. Analysis of functional needs to be met by multiple systems managing a large recruiting machine. Managed the Project plan for the Analysis
phase.
04/03 - 06/03
Diageo Plc, Stamford, CT
PeopleSoft HRMS 8.3 - eProfile, eBenefits, ePay, eCompensation, and Manager Desktop
Requirements gathering, fit-gap analysis for self-service modules using a custom portal. Setting up of several life events for eBenefits and testing for the
same through Event Maintenance in the Benefits Administration module. Setup and configuration for these modules. Workflow and security followed by
development of test plan and writing test scripts.
10/02 - 3/03
Ford Motor Company, Detroit, MI
PeopleSoft HRMS - Base Benefits and Benefits Administration 8.3
Functional Analysis for the Base Benefits and Benefits Implementation for Medical, Dental, Life and Disability; led Fit-gap sessions; requirements
analysis; mapped current business processes to PeopleSoft business processes, Table setup and configuration of the control tables for Base Benefits,
Benefit Administration and eBenefits Setup of the benefit programs and benefit plans; development of functional specifications. Worked on the Project
plan for Benefit related deliverables. Extensive customizations to meet the union requirements.
03/02 - 09/02
Tropical Shipping, West Palm Beach, FL
PeopleSoft HRMS - HR, Benefits Administration, Payroll 7.5 and 8.3
PeopleSoft Financials - GL, AP, Purchasing, Inventory, AR, Asset Management
HRMS 8 Upgrade - Fit gap analysis and retro-fitting of customizations. Established the security schema with the re-architected Security adminstration.
Implemented and retro-fitted Employee Self-service and Manager Self-service. Designed and developed a customized solution for e-timesheets. Used
PeopleTools, SQR, Crystal, Application Engine, nVision, workflow for the above. Also, retrofitting the customizations for a database migration from
Oracle to SQL Server. Managed user testing for the application.
Production support for PeopleSoft Financials; process improvement projects, implementation for remote locations and end-user training. Managed
projects for Process improvement.
07/01 - 02/02
The Boeing Company, Seattle, WA
PeopleSoft HRM, Benefits Administration Release 7.5 and 8.0
Heavily customized PeopleSoft Application; upgrade from Release 7.5 to 8.0, Fit-Gap analysis, design and development. Fit-Gap for Self-service
applications for PeopleSoft 8.0 - eRecruit, eProfile, eBenefits and ePay. Determined requirements, identified functionality required and tailored the
adaptations to an already customized application of PeopleSoft. Worked on the set-up and implementation of eRecruit for Internal Applicants. Designed
customizations to accomodate requirements on account of Unions and Security Clearances.
Team Lead for specific processes within the organization for entire United States Boeing offices, co-ordinated testing teams of 30 individuals located
nationwide. Delivered testing plans and executed them. Worked on Reporting requirements from PeopleSoft versus the Data Warehouse.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
07/00 - 06/01
Housecall Medical Resources, Knoxville, TN
PeopleSoft HRMS - HR, Benefits Administration and Payroll 7.5
PeopleSoft Financials AP and GL 7.5
Team lead for HR post implementation production support. Resolved issues with Payroll in production; streamlined solutions to meet user needs. Payroll
check reconciliation, Interfaces to the third party benefit administrators and Interfaces from the Timekeeper systems.
Adventist Health Systems, Orlando, FL
08/99 - 06/00
PeopleSoft HRMS 7.5 - HR, Benefits, Time & Labor, Payroll, EPM.
PeopleSoft Financials 7.5 - GL, AP, Purchasing, Inventory.
Developed implementation strategy to ensure standardization across this multi-hospital business group while allowing each unit to maintain operational
independence. Defined project requirements; drew work plans. Defined the SETIDs, Business Units and department structures.
Budget Rent-A-Car Corporation, Orlando, Florida.
PeopleSoft Financials 7.5 - Accounts Receivable, General Ledger, Billing.
01/99 - 07/99
Lead for the Billing team - Design and Development of Interfaces - Both Inbound and Outbound Interfaces to and from External Billing Systems.
Set-up of foundation tables for the multinational with several business units with various businesses and multiple currencies. Designed solutions to meet
requirements, developed specifications for these solutions involving the Rental Agreement. Identified redundancies in Business Processes to eliminate /
substitute custom development with delivered functionality thereby conserving Project resources in terms of cost and time.
Seminole County Public Schools, Orlando, Florida.
08/98 - 12/98
PeopleSoft HRMS 7.0 for E&G - HR, Base Benefits, Budget Encumbrance and Payroll Modules.
PeopleSoft Financials 7.0 for E&G - GL.
Configuration, mapping, set-up and population of foundation tables. Managed conversion effort for specific populations. Lead Designer for solutions to
meet regulatory requirements - data to the Florida government Department of Education.
National Car Rental, Fort Lauderdale, Florida.
05/98 - 07/98
PeopleSoft HRMS 7.0 - HR, Benefits and Payroll Modules
PeopleSoft Financials 7.0 - General Ledger and Accounts Payable
Configuration, mapping and design of the Payroll to GL Interfaces. Automated garnishment payments generated from payroll by designing and developing
an interface to pass payment vouchers to Accounts Payable Analysis and design of reports.
Ryder Communications, Fort Lauderdale, Florida.
06/96 - 04/97
As Business Analyst, developed user specifications and requirements for software development utilizing Microsoft products; developed applications
utilizing Microsoft Visual Basic 5.0 and 4.0 with Access and Oracle as back-end databases. Crystal Reports 5.0 was used as a Reporting Tool.Worked on
Quotation Processing Systems, Order Taking Systems, Program generation wizards and Account Management Systems.
ICRA Limited, New Delhi, India - A Corporate debt rating agency.
05/94 - 12/95
As Analyst, assigned ratings to corporate bonds. Similar to analysis by Standard & Poor’s/Moody’’s, studied business operations and analyzed operating
performance and industry statistics to determine growth prospects of company; Analyzed financial statements and cash flows of previous years; Created
financial models to assess the sensitivity of future financial projections.
Ernst & Young, Bangalore, India
06/93 - 04/94
As Consultant, worked on market research, project feasibility studies, mergers, acquisitions, financial and organizational restructuring; developed financial
models to analyze variation in return of investments; valuation of stock; recommended strategies on investment / divestment of assets; utilized Lotus 1-2-3
for developing financial models.
Education and Training
1993
Indian Institute of Management, Ahmedabad, India.
(Rated as one of the top Business Schools in Asia)
MBA
1991
Bangalore University, Bangalore, India.
BS (Physics, Math and Electronics)
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Campus Solutions
Consultants
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
C.J Tibbs
Peak Performance Technologies
-
February 2009 – Present
Functional lead for Campus Solutions implementation
Post production support and testing of Enterprise Portal, Student Financials, Campus Community, Student Admissions, and Contributor
Relations (all version 9.0)
Helped clients leverage Portal functionality with their HRMS, Campus Solutions, and Financials
Fit Gap Analysis
Project Management / Upgrade Assistance
Integration between Contributor Relations and PeopleSoft Financials
Student Financial Item Type Setup for Contributor Relations
End user training / UPK
Communication Generation XML Publisher / 3C’s
Oracle
January 2007 – February 2009
Higher Education Consultant
Certified in Contributor Relations, Admissions, Student Financials, Campus Community, Enterprise Portal, CRM, and UPK
Contributor Relations
Worked with clients after reviewing their alumni advancement / fundraising practices on different models for implementation
Been heavily involved with Contributor Relations (formerly known as Advancement) since 1999.
Worked with beta schools for Contributor Relations such as SMU and Cornell.
Setup all integration between PeopleSoft Financials General Ledger and Contributor Relations.
Configured Gift and Pledge processing, Membership processing, Giving Club processing.
Relationship setup and configuration
Joint Communication, 3C’s, and Communication Generation for Contributor Relations.
Student Financials
Worked with clients to help explain new functionality and how it would be best suited for their environments
Trained clients on best practice for implementation and discussed possible areas for workflow improvements
Designed and implemented various Tuition Group policies, utilizing a variety of criteria and equations to lessen the data entry by staff
Set-up item types for all classifications with links to GL interface
Created a wide range of waiver policies to offset tuition and make exception processing smoother
Designed and set-up cashiering functionality using the system variables to define multiple cashiering locations with various rules for cahiers
and drawer functions
Created student payment plans and 3rd party contracts.
Set-up and ran credit history processing and collections. Defined communications to collection agencies and past due students.
Fit Gap / Project Planning
Admissions
Worked with clients after reviewing their admissions/recruiting practices on different models for implementation
Set-up various examples for review of search/match functionality.
Set-up admissions rules
Created various 3C flows for different triggered events
Created load processes for TS-189 structured information
Created a complete auto evaluation process for incoming freshmen
Designed and implemented a multi-career security matrix to segment out users
CRM for Higher Education
Setup integration between CRM and Campus Community
Configuration of Online Marketing and Marketing functionality
Setup donor solicitation campaigns
Setup retention initiatives
Setup recruiting and admission solicitation.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
September 2003 - January 2007
CedarCrestone
With more than 20 years of successful engagements with the world's leading enterprises, The Cedar Group is a global leader in technology visioning,
analytics, strategy and implementation.
Senior Consultant
Functional Lead for PeopleSoft implementations of Contributor Relations, CRM, Admissions and Enterprise Portal
Set up the interfaces from Contributor relations, bookstore, food services and other 3rd party applications
Developed self service PeopleSoft Portal for Student Admissions, Student Records, faculty, and staff.
Created custom Enterprise Portal pagelets.
PeopleSoft Portal security
Integrated PeopleSoft Portal with other PeopleSoft modules and 3rd party systems.
Setup online giving through Contributor Relations via Enterprise Portal.
Functional design and implementation of security model rules and requirements.
3C’s / Communication Generation
Fit Gap
End User Training / UPK
Project management
Development of all end user training and materials
CIBER Enterprise Solutions
Dallas TX December 2002 to September 2003
CIBER, Inc. is a leading international, e-business integrator, providing IT services for Internet strategy and development, complete life cycle system
integration (from customer quotation through cash collection), with superior value-priced services for both private and government sector clients.
Consultant
Assisted and contributed to multiple sales presentations and engagements
Designed and constructed the communications for business intelligence and business management processes.
Created new best practices for methodologies in IT business processes.
Conducted numerous presentations communicating new best practices.
Functional lead for PeopleSoft Implementations of Contributor Relations, Student Admissions, and Student Financials
Fit Gap
Upgrade assistance / Post Production Support
Pinnacle Paradise Inc.
September 1999 to December 2002
Manager Role
Assisted in assessing options and identifying and selecting a ERP solution that would meet management's goals (PeopleSoft)
Managed of staff of 4-18 fulltime staff/consultants
Managed the implementation of PeopleSoft Contributor Relations and Financials
Managed multiple upgrades of PeopleSoft systems (HRMS, Contributor Relations, and Financials)
Managed application of Patches and fixes
Lead cross-functional project teams using leadership, communication, negotiation skills.
Created and delivered over 30 presentations to executive committees and the Board of Trustees
Initiated and managed a complete disaster recovery initiative – accomplished complete system recovery in under 12 hours
Analyzed existing business processes, identifying areas for process improvement, and guiding the business in the establishment of effective and
efficient business practices
Partnered with the user community to identify their business requirements, produced functional specifications and design documents, and lead
the implementation of those specifications..
Co-wrote Fit/gap analysis for all systems
Led audit on Access controls and security on all PS systems
Created and communicated rollout for Contributor Relations Self Service initiative
Facilitated weekly status meetings with staff and management
Proficient with MS Project/Office/Visio/WebEx
Analyzed, established, and executed tasks and milestones through interaction with the client.
PROFESSIONAL TRAINING/CERTIFICATIONS
May 2000
The University of Texas at Austin
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Uday Bagampalli
SUMMARY
•
10 years of Business and IT Project Management and Information Technology Systems experience.
•
10 years of PeopleSoft Experience.
•
Consult in the areas of Business and IT Strategy, Technical Architecture, and Business Strategy and Operations supporting many aspects of complex
Enterprise Resource Planning (ERP) and Business Intelligence (B) Systems.
•
Managed multiple projects as Project Manager, Advisor, Functional Lead and Technical Manager.
•
In depth knowledge of Business Processes and Systems supporting Financial Management, Human Capital Management, and Student Administration
•
Developed various cost benefit models and project metrics to better assist clients in making decisions for best return on investment.
•
Detail knowledge of software design life cycle (SDLC)
•
Deep knowledge of government and private procurement cycles
•
Developed complex procurement proposals
•
Lead sales support efforts
•
One Year experience in Developing Simulation Models for optimized supply chain.
SKILLS
Operating Systems:
Languages:
Web Servers:
Application Servers:
Psoft Applications:
Other Applications:
PeopleTools:
Testing Tools:
PeopleSoft Versions:
UNIX AIX, UNIX Solaris, Windows NT/2000/2003.
Java, JavaScript, C, Visual Basic .Net, Visual Basic, HTML, VB Script, SQL, PL/SQL.
Weblogic, WebSphere, IIS.
PeopleSoft Application Server, Brio Intelligent Server, WebCT
PeopleSoft Student Administration, HRMS, Financials and Enterprise Portal
WebCT, Blackboard, BRIO, Data Stage, Active Directory, Sun One Directory Server
Application Designer, Performance Monitor, Upgrade Assistant, Change Assistant, Application Engine, XML Publisher,
REN Server, Integration Broker, Application Messaging, Security, Tree Manager, Query, Business Interlinks, Component
Interface, PeopleCode.
SQA Robot, Mercury Quick Test and WinRunner.
PeopleSoft HRMS/TL
5.0, 7.5, 8.0, 8.8, 8.9, 9.0
PeopleSoft Student/CR
7.5, 7.6, 8.0, 8.9, 9.0
PeopleSoft Financials
7.0, 7.5, 8.4, 8.8, 9.0
PeopleSoft Enterprise Portal 8.4, 8.8, 8.9, 9.0
PeopleSoft EPM
8.4, 8.8, 8.9
PROFESSIONAL EXPERIENCE
DIVYA CONSULTING INC. Boston, MA
Oct 05 – Present
Clients
•
Capella University, Arizona State University, Maryland Institute College of Art, Northern Arizona University, Brandeis University, Syracuse
University, Rhode Island College, Wesleyan University, Maryland Institute College of Art, University of Maryland University College, Westchester
Community College, Bringham Young University-Idaho.
Roles
•
Project Management, PeopleSoft Advisor, Functional Lead, Functional Specialist, Proposal Development, PeopleSoft Architect, Advisor, Upgrade
Specialist, PeopleSoft Administrator, Security Administrator, Database Administrator, Tuning Specialist, Conversion Specialist, Systems Integrator.
Summary
•
•
•
•
•
•
Successfully upgraded PeopleSoft financials from 7.5 to 9.0. This process involved upgrading 7.5 to 8.4 and then to 9.0. Sole consultant in various
capacities from planning to managing to functional and technical leads. This process involved reconfiguring Commitment Control, GL, AP and
Purchasing and developing new business processes to automate and streamline their current business processes. Also designed and built a custom
budget preparation system. Also integrated with student, HR and other third party systems.
Currently acting as lead Financial Aid business analyst overlooking all analyst functions and assisting client on day to day financial aid challenges.
This includes identifying gaps associated with implementing FA for a for online school with unique requirements.
Successfully resolved multiple Financial Aid configuration and business process issues for a client who went live with Financial Aid. Process
involved evaluating their current processes developing different ways of accomplishing same with minimal and more efficient ways. Also helped
with production support related to Financial Aid.
Designed, Developed and Implemented complex reconciliation system between FA Common Line, Student Financials and GL. This process tracks
every transaction from end to end ( From Bank to Roster to FA/SF to GL).
In the process of Upgrading Student from 8.1 to 9.0. Going live on July 21st.
Successfully upgraded 2 HR/SA 9.0 and 4 HR/SA 8.9 from 8.1x and 1 Financials 8.8 to 9.0. Acted in different roles from project manager to
functional lead to technical lead.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Advised and performed cost benefit and fit/gap analysis of moving certain administrative systems from State to local campus.
Successfully upgraded PeopleSoft Student and HRMS from 8.9 to 9.0.
Developing a project plan to implement AR/BI and additional post award sponsored project modules. Client is already live with Pre and certain post
award functionality.
Managed multiple upgrades to success at major universities.
Functional/Technical Lead for Student Financials, Financials Aid and Student Records for multiple upgrades. Assisted in configuring new 8.9 and
9.0 functionality and developing test scripts for upgrade.
Assisting client with Financial Aid issues from recent implementation. This includes, but not limited to bad setup, Streamlining business process
from loans to awards, Equation Engine,etc.
Lead in designing and implementing pre existing external class/course catalog into PeopleSoft self service add/swap/search features.
In the process of implementing additional functionality in CR, including Prospect management and streamlining whole communication process to
suit client needs.
Migrating self service involvement from third party system to use PeopleSoft CR/Involvement module with some customizations.
Detail functional knowledge in all student admin, CR, core HR and some financials modules with multiple implementations and upgrades acting as
Project Manager to Functional lead.
Successfully implemented time and labor module at a university.
Implemented pre-award and post-award process in PeopleSoft grants/contracts/project costing and AR/BI modules. This also included streamlining
their business process (especially in Cost sharing) to commitment control and Integration with other financials modules.
Successfully implemented Contributor Relations, including conversion of data from their legacy system. Implemented in phase by phase approach.
Converted critical reports from crystal to XML publisher.
Developed complicated methodologies for equation engine for both Financial aid and Student financials, using views and SQL objects. Used same
methodologies for 4 upgrades.
Lead implementation of UPK, including planning, design and installation.
Functional lead for CR assisting in upgrading from 8.1 to 8.9 and 8.1 to 9.0.
Integrated HR/CR/SF with PeopleSoft Financials. This also includes real time chartfield update, allocations of gifts, real time validation of Chartfield
combos and avoid using valid combo table.
Lead project for implementation of provisioning, including PeopleSoft security from Portal to Content systems like Student, Financials and other
custom systems.
Assisted client in multiple roles from project management, PeopleSoft System Administrator, and Functional Analyst for Student, HR and Financial
modules, technical analyst, security administrator and Integration broker specialist.
Performed FIT/GAP analysis at a major university to recommend if PeopleSoft is a viable solution for their student and HRMS applications.
Designed, developed and implemented PeopleSoft integration broker messaging with different third party systems.
Successfully upgraded Student/HRMS/CR upgrade from 8SP1 to 8.9 at multiple clients. This includes developing project plan, Functional Planning,
Functional Setup, defining architecture, installation, upgrade using change assistant, Fit/Gap analysis, functional assistance for student records,
admissions, advising, student financials, financial fid, contributor relations, HR, payroll, benefits. I was lone consultant assisting client on all roles.
Assisted in financials year end closing by helping in setup, reports, identifying issues, and developing procedures to reconcile data.
Major cleanup of Grants/Project Costing/Contracts/Billing/AR data to recreate data which was deleted and corrupted by buggy PeopleSoft process
and manual intervention. This process involved complex methods to streamline grants, contracts, projects, commitment control, GL, AP, PO, AR and
Billing.
Worked extensively in PeopleSoft financials (Project Costing, Grants, Contracts, Proposal Management, Billing, AR, GL, Commitment Control,
eProcurement, PO, AP) as Functional/Technical Consultant.
Assisting and training PeopleSoft architecture team on architecture, upgrades, configuration and tuning.
Assisting Functional and Technical team in actual upgrade, setup, conversion, development.
Planning and strategizing on when and how to merge Student and HRMS.
Successfully performed year end closing.
Setup Financials allocations, CR to GL integration and develop nVision Reports.
BEARINGPOINT/KPMG CONSULTING INC. Boston, MA
Manager
Nov 98 – Oct05
Clients
•
Syracuse University, Cablevision, Rhode Island College, Mass bay Community College, Red Cross, Campbell Soup, Vlasic Pickles, Gillette
Company, University Maryland University College, Westchester Community College, Maryland Institute Of College and Arts, Salem State College
Roles
•
Project Manager, PeopleSoft Architect, Functional Lead, Technical Lead, Portal Architect, Advisor, Upgrade Specialist, PeopleSoft Administrator,
Database Administrator, Tuning Specialist, Data Warehouse Architect, Conversion Specialist, Systems Integrator, Developer, Report Writer,
Functional Analyst, Testing Coordinator, and Proposal Coordinator.
Summary
•
Managed multiple projects overseeing the project in all aspects which included Project Management, Technical and Functional details.
•
Extensive Knowledge of all PeopleSoft HRMS, Student Administration, Financials and Enterprise Portal modules from both Technical and
Functional Perspectives. Worked in Every role from last 8years in all modules.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
•
•
•
•
•
•
•
•
PeopleSoft Enterprise Architect analyzing and designing architecture for Implementations.
Functional Analyst in analyzing and configuring PeopleSoft Student Records, Admissions, Student Financials, Financial Aid, General Ledger,
Grants, Contracts, Commitment Control, eProcurement, Payables, Purchasing, Human Resources, Ben Admin, Base Benefits, Payroll and Time and
Labor.
PeopleSoft Upgrade Specialist upgrading HRMS, Student Administration, Financials, Enterprise Portal and People tools at various clients from
version 5.0, 7.0, 7.5, 7.6, 8.0, 8.4 to a later version. This includes Strategy, Planning, Managing, Functional and Technical design, applying upgrade
patches and fixes, Installing Demo and running upgrade scripts using upgrade assistant, Writing custom upgrade scripts, Conversion, Test Scripts,
Functional and Technical setup, Sizing, etc.
PeopleSoft Administrator installing various PeopleSoft applications, Analyzing and Applying Patches, Maintaining Servers, PeopleTools Upgrades
and Application Upgrades.
Conversion Specialist converting data from Legacy to Student, HRMS, Financials applications. This included analyzing, mapping, developing code
and testing.
PeopleSoft Tuning specialist in analyzing, identifying and correcting tuning issues.
Integration specialist, integrating systems for real time. This included integration between PeopleSoft applications and third party applications like
CyberSource, LDAP, eProcurement etc. Business Interlinks, Integration Broker and Component Interface were extensively used for this purpose.
Technical and Functional lead coordinating various teams in implementing Enterprise Portal at multiple clients. This includes but not limited to Fit
Gap Analysis, Developing requirements, Design, Installation, Administration, Branding, Content Management, Integrations with multiple Systems,
Single Sign on, and Security.
Fit Gap analysis for migrating to PeopleSoft advancement 7.6.
Designed and Developed Custom Centralized User ID Management /Provisioning system which creates User id’s, Assigns Roles, De-provision
Roles and integrates various systems. This included creation of users and assigning roles in Portal, Active directory, Learning Management Systems,
Student Administration, Financials, etc.
PeopleSoft Database Administrator Managing Microsoft SQL Server. Also assisted Oracle DBA for various functions.
Developed various testing scripts using SQA robot and Mercury Products.
INTERNATIONAL COMPUTER INC. Marlboro, MA
Jan 1998 – Oct 1998
Software Engineer
Clients
GTE Internetworking, Stop and Shop Corporation
Roles
Upgrade Specialist, Technical Developer, Functional Analyst
Summary
•
•
•
•
Mapped and developed multiple interfaces.
Mapped and Converted from PeopleSoft HRMS to CYBORG
Assisted Client in Upgrading from PeopleSoft 5.01 HRMS to PeopleSoft 5.12 HRMS.
Production support for HR, Payroll, Payroll Interface, Base Benefits, Benefit Administration
EDUCATION/HONORS
Masters in Business Admin (MBA) – NYU , New York (2008-Present)
MS – Industrial Engineering – Texas A&M, College Station – 1997.
BS – Mechanical Engineering – Osmania University, India - 1995.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
WILLIAM ‘STU’ JORDAN SUMMARY
Twelve years of increasingly diverse responsibilities in the information technology industry. A result-oriented team player that learns quickly,
develops close professional relationships, and possesses a strong desire to succeed. Major strengths include:
•
•
•
•
Crystal Reports 6-10
Database Agent
COBOL
SQL Server 6.5-2000
•
•
•
SQR
Oracle 6-10
•
Unix
MS Access
•
PL/SQL
•
•
DB2
•
ETL
Process Scheduler
EXPERIENCE
QUANTUM TECH – CITY UNIVERSITY OF NEW YORK
10/08-09/09
Oracle/PeopleSoft - Campus Solutions Functional Consultant – PeopleSoft 9.0
Audit functional work performed by Oracle consultants. Write reports outlining issues and exposure incurred by CUNY due to any short comings of
documentation. Documentation including test scripts, functional designs and technical designs. Assist with the conversion of foundation tables into
CUNY’s data warehouse. Mentor in house staff in training, documenting and testing deliverables. Spearhead the development of user acceptance testing
and training for Campus Solutions. Audit CUNY’s implementation partner’s project timeline and address any faltering deliveries. Make
recommendations on making deliverables on-time. Resolve conflict and build consensus on joint functional deliverables such as self-service.
• Audit documentation of implementation partner.
• Train staff on new version of Campus Solutions.
• Develop documentation for training.
• Develop test scripts for Student Financials.
JORDAN SYSTEMS SOLUTIONS – UNIVERSITY OF MISSOURI 04/08-10/08
Oracle/Peoplesoft - Campus Solutions Functional/Technical Consultant – PeopleSoft 8.9
Work with consultants and St. Louis staff to configure/customize the Campus Solutions product. Write training documentation and perform session
training for all internal staff. Mentor technical staff with regard to cobol, sqr and PeopleTools. Perform technical development in order to implement
customizations.
• Perform unit testing of bills, collections, credit history, batch loads, 1098-T’s, tuition calc, payments, charges, refunds, general ledger, selfservice, communications, payment plans and customizations.
• Train staff on new version of Campus Solutions.
• Develop documentation for training.
OXFORD INTERNATIONAL - EMORY UNIVERSITY, Atlanta, GA
01/08-4/08
Peoplesoft/Oracle Campus Solutions - Functional Consultant – PeopleSoft 9.0
Work with consultants and Emory staff to upgrade the Campus Solutions product to version 9.0 from version 8.0. Perform unit testing of bills, collections,
credit history, batch loads, 1098-T’s, tuition calc, payments, charges, refunds, general ledger, self-service, communications, payment plans and
customizations. Write training documentation for in house staff and perform training. Mentor technical staff with regard to cobol, sqr and PeopleTools.
•
Perform unit testing of bills, collections, credit history, batch loads, 1098-T’s, tuition calc, payments, charges, refunds, general ledger, selfservice, communications, payment plans and customizations.
•
Develop strategy for delivering upgrade on short deadline.
•
Train technical staff on new version of PeopleTools.
•
Develop documentation for training and performed role of instructor.
UNIVERSITY OF ARKANSAS, Fayetteville, AR
03/04-11/07
Peoplesoft/Oracle Campus Solutions - Student Financials Tech Lead – PeopleSoft 8.0-8.9
Student Financials Experience: Served as part of a team in the implementation of 8.1 and in the upgrade to 8.9 of the Student Administration software for
the University of Arkansas. Created custom objects including PeopleCode, sqrs, crystal reports, application engines, pages, components, sql, fields,
records, menus and projects. Co-authored functional specifications and technical specifications. Provide first level technical support for all issues related
to the Student Financials module and Student Loan system. Also support, instruct and mentor other employees working with the Student Records ,
Admissions and Financial Aid modules.
•
Created custom student batch bills, E-bills and third party bills using Crystal Reports, SQR and Application Engine.
•
Automate external debit and credit uploads into the Student GL.
•
Manage and customize Campus Community to better serve students. That includes health insurance for graduate assistants, To-Do lists, payment
plans, reports, account summary, polling for state reporting, student messages for mass communications, Orientation charges, and Advanced
Placement Testing charges.
•
Authored several equation engines for term fees.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
MERGETEC SOLUTIONS, Dalton, GA
11/03-03/04
Peoplesoft/Oracle - Human Resources Information Systems Consultant – PeopleSoft 8.3
Human Resources and Project Management Experience: Implemented and maintained custom compensation piece tied to Position Management and
eCompensation for bonus eligible salaried, salaried, office hourly and plant hourly employees at Shaw Industries.
•
Ensured proper setup of control tables to ensure a comprehensive model of the position/organization tree.
•
Created reports in Query to audit the progress of the compensation system as a whole. These reports alerted to which organizations were either out
of budget or late in approving.
•
Created user documentation in preparation of the roll out of the system.
•
Fielded questions from corporate officers in the design and functions of the system.
HEALTHSPRING OF ALABAMA, Birmingham, AL
02/03-11/03 Data Warehouse & Legacy Developer - SQL
Server 7.0/2000, VB, COBOL, HP3000, MPE, Data Warehouse Insurance and Data Warehouse Experience: Create new applications and reports for
both the production Amisys system and the data warehouse for the financial analysis of members, claims and premiums. Evaluate new technical solutions
for business problems and make proposals. Create EIS for decision makers.
•
Converted all customizations of the Amisys system while upgrading to version 11.06.01.
•
Maximize efficiency of stored procedures associated to updating the data warehouse.
•
Performed audit of existing data warehouse stored processes to ensure integrity as a whole and repair any errors found in system.
SEVALA & ASSOCIATES, Birmingham, AL
10/02-02/03
Crystal Reports Consultant - Version 8.5-9.0, SQL Server 2000, Data Warehouse
Mortgage Experience: Create accounting and production reports with regard to the sale of mortgages and financial products at Synovus Mortgage
Company. Thoroughly test all reports before submitting to users.
•
Created an application, database and reports, written in MS Access, to enter new requests and track the life cycle of reports.
Create specifications for reports by interviewing requestors and determining their needs.
•
•
Create custom reports for borrower’s information, branch profitability, fees collected, invoices paid, originator fees, flood certification fees, appraisal
fees, seller’s information, lender quotas, and interest rate & point quotes.
•
Create and alter tables to assist in data conversion for the data warehouse and allow tracking of products.
•
Create views and stored procedures to maximize processing efficiency of data retrieval for reports.
HEALTHSOUTH COMPANY, Birmingham, AL
03/02-10/02
PeopleSoft/Oracle - Systems Engineer - PeopleSoft HRMS Version 8.3, Brio, Data Warehouse
Human Resource Experience: Repair errors with paysheet creation. Rerun bad pay cycles. Customized the reconciliation batch processing to report
unclaimed payments. Communicate with vendors of benefit programs to accurately share data. Continuously modified the deduction processes to deliver
the changing needs of data for multiple vendors. Modify leave accrual processing for accurate deduction of time with regard to leave taken in a given pay
period. Create training manuals with regard to end-users to instruct them in new customizations. Worked with intranet team to create customized tuition
reimbursement and training applications. Create adhoc reports and queries for training related issues, tax contribution imbalances, benefit deductions and
orphaned data. Assist in the multiple steps of moving projects through change control. Perform weekend testing of system and database due to
maintenance or changes.
Human Resources and Upgrade Experience: Performed work with regard to Peoplesoft HRMS upgrade.
•
Modify SQR batch processes and peoplecode/pages to work with new database schema.
•
Created ETL stored procedures for feeding the historical data warehouse.
•
Thoroughly test all changes to ensure accuracy of work.
•
Assist end users in testing and resolving issues.
•
Document changes and differences between releases.
•
Customized payroll system to report and prohibit the processing of zero checks.
VULCAN MATERIALS COMPANY, Birmingham, AL
02/01 – 02/02
PeopleSoft/Oracle - Systems Analyst - Peoplesoft Version 7.5, Powerbuilder, SQL Server, Oracle, Unix, NT
Financials and Project Management Experience: Served as purchase order lead. Performed maintenance and trouble shooting of existing Purchase Order
and Accounts Payable system. Documented all changes made. Tested all changes thoroughly before submitting to production.
•
Worked remotely first three months.
•
Managed the technical and functional aspects of implementing the Lights Out Paycycle piece of Peoplesoft.
•
Customized the Lights Out Pay-cycle routine for Accounts Payable.
•
Authored the technical documentation for troubleshooting automatic check runs.
•
Estimated hours needed to complete projects and made certain that those deadlines were met.
Equipment Maintenance Experience: Worked as a technical and functional resource on the Equipment Management System conversion project. The
project is the effort to consolidate a
three-tier database into a one-tier configuration. Communicated pros, cons, and concerns of ongoing changes to project leader and user group. Through
discussion had input on new database schema.
•
Created new objects to add functionality to the EMS application.
•
Made changes to existing objects to back into the new SQL Server database.
•
Helped to create testing scripts to ensure accuracy of work.
•
Co-authored the new security for the application.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
CARROL COUNTY TECHNICAL COLLEGE, Carrollton, GA
06/99-08/99
Adjunct Instructor for Fourth Generation Methodology - Visual Basic 6.0
Training Experience: Worked as an instructor to teach programming language skills.
•
Taught fourth generation methodology using Visual Basic 6.0 as the medium.
•
Managed student projects.
•
Through in-room discussion and programming exercises explored the possibilities of object-oriented programming.
STATE OF GEORGIA, Atlanta, GA
02/99 – 02/01
Peoplesoft/Oracle - Human Resources Programmer Analyst - Peoplesoft Version 7.0, Crystal Reports, Oracle, Unix, Unisys, DB2, Data Warehouse
Human Resources and Implementation Experience: Performed fit-gap analysis with regard to preexisting reports and applications in an effort to implement
the Peoplesoft HR module. Discussed with functional team members ideas to customize the production flow and implement changes.
•
Documented existing applications and changes made to the system during and after implementation.
•
Created custom reports and batch processing routines, written in Crystal Reports and SQR, for payroll, employee salaries, budget projections, vacant
positions, pensions and benefits for the Peoplesoft HR implementation.
•
Created ETL stored procedures for feeding the historical data warehouse.
•
Executed duties of operator with regard to nightly production during parallel testing and identified and corrected malfunctioning jobs.
•
Performed customization and maintenance of the payroll, benefits and pensions modules after go-live.
04/97 – 02/99
SOUTHWIRE COMPANY, Carrollton, GA
Business Applications Programmer - Powerbuilder, Cobol, PL/SQL, Oracle, DMSII, Unix, Legacy
Financials Experience: Coded and maintained applications and batch processes for Accounts Payable and Receivable.
•
Authored new programs, written in Cobol, for accounts receivable and payable system.
•
Co-developed purchasing and receiving applications to replace mainframe version in Powerbuilder.
•
Inventory Experience: Worked along side experienced inventory experts to convert existing mainframe system into a Powerbuilder release.
•
Using IEW Case Tools helped to perform analysis and design in recreating the inventory and order system.
•
Coded new objects using Powerbuilder and stored procedures using PL/SQL to model current inventory and manufacturing business design.
EDUCATION
Bachelors of Science in Management Information Systems
Auburn University, Auburn, AL
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
1994-1997
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Bhushan P. Athale
PROFESSIONAL SUMMARY
•
10+ years of experience in complete ERP SDLC using AGILE, Waterfall methodologies and Lean Software Development process.
•
Designed developed, customized, configured, setup, Integrated, Upgrade, Production Support and Tested PeopleSoft products by creating Test plan, Test case,
Test script and setting up Test data.
•
Experience in PeopleSoft Internet Architecture, PeopleTools, App-Designer, PeopleCode, App-Package, App-Engine, Integration Broker, Component Interface,
Portal, XML, File Layout, Workflow, Import Manager, PS-Query, Fields, Records, Pages, Component, Menu & other People Code events.
•
Experience in Procedural, Object Oriented Programming in Web-based environment, distributed n-tier & Client/Server architecture. Developed various packages
using Java & People Code.
•
Gathered and documented business requirements, Performed FIT-GAP analysis, Created Functional & Technical documents, UML diagram, test scripts-case, use
case, User interface guide/training material.
•
Expert in PeopleSoft EIP, 3rd party integration, Web services, Data Mart and Legacy system integration.
•
Worked on PeopleSoft Reporting Tools, EPM, XML Publisher, SQR reports, nVision, Crystal Reports, online reports using Java script, HTML, and PS Query.
•
Created DMS script, stored procedures, functions & triggers, SQL Views. Developed & performance tuned complex SQL queries, SQR. Worked with Integration,
Data migration and ETL tools.
•
Provided Security, Permissions, Roles, Structure & contents, Portal registry. Applied Patches & Bundles. Experience in change packer, upgrade assistant and
compare reports. Tree manager, process scheduler and configuration manager.
•
Worked on RDBMS like Oracle, SQL and MS Access. Integrated Oracle, MS SQL and other RDBMS.
•
Experience in multiple industries such as Aviation, Communication & Media, Government, Education, Utility, Energy, Manufacturing, consulting and Information
services.
•
Proactive with a strong bias for action. Inquisitive with desire to continuously improve current business practices/processes. Highly motivated with effective time
management, interpersonal skills. Ability to work both independently as well as in a team. Immediate availability and willing to relocate.
PROFESSIONAL SKILLS
Programming Languages: PeopleCode, SQL / PLSQL, Java, HTML, XML, Visual Basic, C++, Java / VB Script, COBOL.
ERP: PeopleSoft 8.X/9.0 Student Admin, Financials, , ELM SCM, , HRMS/HCM, CRM, EPM modules.
People Tools: App designer, PeopleCode, Application Package, Application Engine, Component Interface, Integration Broker, Application Messaging, Business Interlink,
3rd Party Integration, File Layout, Portal Pack , Tree Manager, Data Mover, Workflow, SQL Editor, Cube Manager, Change Packer, Upgrade Assistant.
Reporting Tools: PS-Query, XML Reporting, SQR, Crystal Reports, nVision, Tree Manager.
Administration Tools: Process Scheduler, Configuration Manager, Compare reports, STAT 5.1, Import Manager, Data Mover, PS Security.
Database Technologies: Oracle 9i/8/7.x, SQL Server 2000, MS Access, TOAD, Golden, PL-SQL, Putty.
Operating Systems: Windows 95/98/2000/NT/XP/Vista, UNIX.
Application / Web Servers: Weblogic, Tuxedo, Jolt, Apache 2.0, Microsoft IIS.
Web Technologies: WebEx, SOAP, Pagelets, Servlets, Cognos, Adobe Photoshop, Flash.
Modeling & Management: Data Modeling, Enterprise Architect, Rational Requisite Pro, Rational Modeler.
Testing Tools: Mercury testing tools Test Tracker & Director, Win Runner, Load Runner.
Microsoft Tools: Visio, Projects, Access, Excel, Word, PowerPoint, Outlook, Publisher, Front Page.
PROFESSIONAL EXPERIENCE
Client: Houston Community College System
September 2008 to Present
Title: Sr. PeopleSoft Consultant.
PeopleSoft 9.0 Campus Solutions, Financials, Recruiting & TAM.
Responsibilities:
•
Provided Functional & Technical support for PeopleSoft 9.0 Student Administration, Financials, Recruiting & TAM, Candidate gateway, Self Service & HR /
HCM modules.
•
Setup Student Records, Personal Information, Student Center, Academic Records, Faculty Center, Student Financials & Aid, Recruiting, Admissions &
Enrollment, Transfer Credit, Course Catalog and Community Directory Search. Customized PS definitions for outstanding charges, payments, financial aid &
refunds Created CC & e-payment & step-by-step payment toward outstanding charges using the payment wizard.
•
Analyzed customer & technical needs to provided solution. Created Business requirement & justification documents, Provided Functional design & setup
documentation. Performed functional setup in PeopleSoft 9.0 Student Admin, Recruiting, TAM Candidate gateway, financial modules. Also worked on User
productivity kit.
•
Designed, developed and implanted Re-usable intelligent, multi level survey with branching logic to provide accurate feedback to improve current business
process & functionality.
•
Provided functional & role-based & self-service functionality TYPE_CNTL_SETUP for personal data, Setup Student Records, Student center, Faculty center,
SF merchants, Institution sets, service options & payment messages, service loan status descriptions, inquiry & awarding options and actions and access in
packaging. Setup Service indicators to Hold transcripts & deny class registration for students who had unpaid/Balance Fees as per the request of Financial Aid
department, Student and Exchange Visitor Information System (SEVIS) visa processing for International Students, FERPA Privacy Control for currently
enrolled students.
•
Designed Financial aid & Academic Advising appointments process to automatically assigns incoming freshman financial aid appointments & Academic
advising appointments with their advisor by creating setup pages to enter the session timings to avoid timing conflict. Automated the Incoming freshman
residential college assignments.
•
Designed processes for Campus Community Duties like Effective Communications Management and Efficient Event Planning. Setup Academic Calendars,
Dynamic Classes, Level/ load Tables and setup academic Programs, Carried out the Project Plan for whole year/month and make adjustment plans
accordingly for Student Financial, Financial Aid, Admission and Records.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
Worked with various teams such as Compliance, Risk, Resourcing, Recruiting, HR Security, HRSS, HRSC, Service delivery and change management.
Resolved integration issues between PeopleSoft 9.0 & third party systems such as Resume Mirror, Choice Point etc. Created Functional Test scripts, Test
data, identified bugs and worked with Key business customers, Technical lead & SME to deliver quality product.
Environment: PeopleTools 8.49, Oracle 10g, Windows XP, UNIX, Reporting Tools, ETL tools, Integration Tools, Java SE Development Kit , Mercury testing tools,
Golden, Ultra-Edit, WebEx, SQR, XML, HTML, Java Script, Visio, MS Projects, Microsoft Office.
Client: Boeing, MO
April 2007 to August 2008
Title: System Analyst & Senior PeopleSoft Developer.
PeopleSoft 9.0 ELM, Financials, HRMS/HCM.
Responsibilities:
•
Experience in Lean Software Development process, worked as a SCRUM master, conducted daily tag up meetings & project rollouts. Gathered, Analyzed
&documented business requirements, performed FIT-GAP analysis, identified GAP. Provided Functional setups & created design to develop custom
Application Packages, Methods & JAVA classes to implement Re-usable functionality for business process logic.
•
Lead Functional, Development & testing process, acted as point of contact for offshore team, Interacted with client, business users & reported project status to
delivery manager & stake holders. Prioritized, developed and tested business critical functionality to deliver quality product in scheduled rollouts.
•
Performed configuration & Functional setup for PeopleSoft 9.0 Learning Management, Financials, Position Management and e-Apps Self-Service modules,
leading functional testing efforts through the software development following LEAN & Agile methodology. Setup test data, create & executed test cases and
script.
•
Worked with SCORM, AICC, Dumb Content, e-Performance, e-Test, Certification, Group Roster, and Individual Learning Plan. Customized Manager, Delegate
and Learner self service modules by customizing the flow and providing team list functionality, customized Group Actions, Individual Actions. Customized
Team Members, Team Learners, Search catalog, Browse Catalog and Supplemental learning, Team Learning, program details, activity details and
conformation pages.
•
Customized flow form Team Member page, Search Catalog and Browse catalog to incorporate business requirement and to add to Plan Activity, Catalog,
Program and Add Enroll in to Activity, Catalog and Register in Program. Modified core certification engine, Interfaces for roster included calling completion
engine logic to meet business requirements. Created catalog of activities and delivery methods like blended, web based, instructor led learning. Worked on
business rules for enrolling, approving learning requests and waitlists for Manager and learning administrator.
•
Defined default processing rules, status changes, search filters, commit frequency, passing grades. Worked on customization of business process for Grading,
Managing learning records, scheduling, delivery methods and tracking attendance. Added Individual learning plan (add to ILP) functionality to Self service
modules. Created custom component pages to maintain team list functionality. Customized search filters depending on learning environment for ELMS.
Identified, configured required tables and completing table set up and configuration. SCORM experience.
•
Worked with Data Conversion team in efforts to map learning related, person data from legacy systems to PeopleSoft ELM, developing SQR programs, File
Layout, CI & AE programs to load data in to ELMS, Financials & HCM. Designed custom integrations with external e-Learning training providers. Provided &
consumed Web-Services using Integration Broker, Business Interlink, Excel-to-CI, SOAP & XML messaging. Customized Message & message subscription
People Code, Setup Channel, Node definition, Gateway properties, Transformation, Relationship, Data Publish rules. Analyzed, debugged and fixed issues
related to XML Messages. Also worked on Course history, table loading: activities, and programs (Certification & Curriculum), data conversion interfaces to
load key transaction tables, setup tables & provide enrollment status and billing data to external systems. Performance tuned application, SQL. Created
triggers, stored procedures, DMS script. Used Excel-to-CI utility. Used Informatica ETL tools.
•
Designed and developed email response to incorporate workflow related to learner and manager self service. Customized Search & Browse pages and
underlying Application package PeopleCode. Developed and tested customizations to e-Recruit, e-performance, Manager, employee, learner self service
modules.
•
Created various reports using XML, SQR, Crystal reports, PS-Query. Used Java Script with HTML object to provide functionality, data and text on PeopleSoft
pages. Worked with Process Scheduler & modified Run Control page. Worked on Portal, Portal registry, Security, Structure & contents, Integration Broker &
EIP. Created PL/SQL Functions, Cursors, Packages, Stored procedures. Database triggers.
•
Created Functional design document, BRD, UI guide & training material. Worked towards Functional Setup, fixing Bugs, Documentation, End-Users Training
and Knowledge Transfer.
•
Proficient in PeopleTools, PeopleCode, Application Designer, Application Package, Application Engine, Integration Broker, XML Reporting, Component
Interface, Process Scheduler, Upgrade Assistant, Tree Manager, Process Monitor, Import Manager, Operator Security, People Code, Data Mover, PS Query,
object oriented programming, SQL, SQR, HTML and Java script.
Environment: PeopleTools 8.49, Oracle 10g, SQL Server 9.0, STAT 5.X, Java SE/J2SE, Visio, Reporting Tools, ETL tools, Integration Tools, Mercury tools, Send
Master, Java SE Development Kit , Mercury Testing, Toad, Golden, Ultra-Edit, Putty, Citrix, WebEx, SQR, SOAP & XML, HTML, Java Script, MS Projects, Microsoft
Office, UNIX, Windows XP.
Client: University of Dayton, OH
January 2005 to March 2007
Title: PeopleSoft Consultant.
PeopleSoft Student Admin8.8, HRMS/HCM 8.8, ELM 8.8
Responsibilities:
•
Provided Functional & technical support, solution options & estimates to application enhancements requests to business, QA team & end-users. Resolved
issues by debugging analyzed, troubleshooting application. Researched & recommend vendor delivered solutions, patches.
•
Functional Setup & security for Academic Institution, Recruiting and Admissions, Student Records, Student Financials, Contributor Relations. Worked with
Equation Engine & Directory Interface, Campus Community business processes integrations & implementation.
•
Setup Sync/A-sync EIP. Executed foundation, Full-Sync and Incremental-Sync messages using Integration Broker and Business Interlink. Setup Gateway,
Node, Channel, Connectors, XLST, Transformation, Relationships & Messages. Worked on Full & Batch data publish rules, Data exchange. Analyzed
debugged & fixed issues related to Integration Broker, Business Interlink & XML messages. Created requirement document for sequence of execution and
loading.
•
Defined Certification status codes associated reason codes with cert status, program status and defined & customized search filters for Enrollment status,
Activity & program Delivery method, supplemental learning type and learning request type. Added filtering criteria for self service. Customized logic to work for
multiple learning environments for administrator, managers & learners. Setup Learner groups and mass enrollment. Customized Application Package logic for
prerequisites to incorporate business requirements.
•
Set Up Identification, Health, Participation & Organization data, Communications, Comments & Checklists.
•
Created & performance tuned SQR Reports, PS Query, complex SQL query/Views, created database trigger , stored procedures for making history of
insertion, updating, deletion. Developed & customized PeopleCode at various levels & events such as Record-Field, Component-Record, Page activate &
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
Component. Created App-Engine, Component Interface, Application Package, Messages, Message subscription. Worked on creating & customizing Fields,
Records, Pages, Components, Menu, Scroll, Grids. Created various Batch Processes, User Interface, provided Security, Portal, Web Library.
Developed functional & technical design documents, test plans, release notes. Used STAT, compare reports, project migration tools to process changes
according to Change Management policies & procedures. Created user interface guide, training material. Performed training and knowledge transfer to other
team members.
Environment: PeopleTools 8.47, Oracle 9i, SQL Server, MS-Access, SQL, PL/SQL, Windows XP, UNIX, Toad, Ultra-Edit, SQR, nVision, XML, Visio, MS Office, Eclipse
UML2 Tools, Mercury Tools, Send Master.
Company: Plato Learning Solutions, MN
January 2003 to December 2004
Title: Sr. PeopleSoft Developer & Business System Analyst.
PeopleSoft HRMS and ELMS 8.0 to /8.8 upgrade.
Responsibilities:
•
Worked for PeopleSoft upgrade from Release 8.0 to 8.9. Ran Compare Reports between different environments to assess the impact of migrations and
coordinated with DBA to ensure clean environment. Applied Bundles and Patches, assessed performance issues in the application namely the time taken by
users to access certain web-pages as well as time taken by queries on databases. Wrote People Code for performance enhancements and customizations.
Worked towards project migration and STAT.
•
Designed, developed & modified User Interfaces, Application Logic, 3rd party interfaces, Batch processes, Workflow, Portal, PeopleSoft pages, Components,
PeopleCode, Application Engine, Integration Broker Messaging, Component Interfaces, etc.
•
Worked with Deep links integration and portal with other learning systems.
•
Worked on Web based & test learning components, passing status, compliant learning, component lessons and offline access to content for web based
learning compliant with SCORM 1.1 and AICC standards and pages for adding notes and attachments.
•
Work closely with operations and engineering team to analyze operational performance & trends, and identify opportunities for continuous improvement.
Design and perform operational impact analysis. Worked to resolve issues, impediments in product delivery & production support cycle.
•
Setup user-profile and Role for individuals. Provided Security using Permission list and Roles. Worked on Enterprise Portal, managing Portal Registry,
development of Iscripts and Security setups for the content. Provided Production support, fixed bugs, performing Data Cleanup and supported business issues
like product choices for customers, account set-up issues and appropriate user interfaces.
•
Extensively used Integration Broker, Application Engine, CI, and Application Package. Created XML Messages and wrote message subscription PeopleCode
to process XML response. Implemented Credit Card Update, User Profile Update messages. Enabled Online Credit card payments through a third party
solution and Logic to update CARD_HISTORY table.
•
Performed customization like adding new search criterion for BO searches and for enabling global case sensitive searches. Created Bolt on tables, SQL
Views, SQLEXEC, Translate values, Dropdown lists, Pages, Fields, Records, Components, Menus, Scroll, Grids, and PeopleCode. Have good understanding
of Business Process, Data Models & Table Structure.
•
Attended weekly meetings with client team for conflict resolution. Prepared power-point presentations for business meetings. Wrote technical design
documents for customizations pertaining to the UIs designed.
Environment: PeopleTools 8.45, Oracle, MS SQL Server, Windows XP, UNIX, Toad, STAT, SQL- Plus, Test Director, Ultra-Edit, Crystal Report, SQR, nVision, PS-Query,
Microsoft Office, Visio, Projects.
Client: State Government of Florida, FL
August 2001 to December 2002
Title: PeopleSoft Developer.
PeopleSoft upgrade from 8.0 to /8.4
Responsibilities:
•
Gathered & documented Business requirements, create mockups, functional test scripts, Functional & Technical design document. Product Setup &
Configuration. Interacted with Key customer focal, Conducted daily tag up meetings & report out.
•
Work closely with operations, engineering and usability team to analyze operational performance & trends, and identify opportunities for continuous
improvement. Design and perform operational impact analysis
•
Worked on PeopleSoft e-Development, e-Performance, e-Benefits, e-Compensation, e-Profile and other e-Application modules Business process
implementation, integration and customization such as evaluation criteria, work flow for reviews & approval, competency & rating models.
•
Imported third-party content and build search indexes. Linked development tips to competencies and sub-competencies. Defining content for the Language
Checker tool, Results Writer and development tips tools.
•
Customized training development process of Submitting training requests, training request approval, training request status view, Review training history,
errors & warnings handling.
•
Worked on User Productivity Kit to implement functionality of training delivery details for a group and individual workstations to review topics related to work
area specific and cross training.
•
Created Batch Processes, Inbound - Outbound Interfaces, Data Processing logic using App-Engine, SQR programs, Component Interface, File Layout and
other PeopleTools. Integrated 3rd party, Legacy systems & PeopleSoft.
•
Created SQL Views, DMS script, database triggers, stored procedures, Performance tuned complex SQL query with multiple nested loops to improve
performance and reduce execution time.
Environment: Oracle, Windows XP, UNIX, Toad, SQL- Plus, Test Director, PeopleTools 8.4/8.41, Crystal Report, SQR.
Company: Reliance Industries Ltd, Mumbai
July 1997 to June 2001
Title: IT Engineer & Programmer.
Responsibilities:
•
As a scrum master worked with development team, functional & testing team, business users for timely delivery of quality product. Facilitated JAD sessions.
Gathered & documented business requirements, Performed FIT-GAP Analysis. Identified and prioritized deliverables for corporate wide ERP implementation.
•
Worked for development and production support of applications. Used Java, C, C++, Java Script, People Code and other programming languages.
•
Developed and customized various department reports using SQR, Crystal reports. Performance tuned complex SQL queries with nested loops.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
Created test plan, test case and executed test script,. Setup and loaded test data.
Developed Oracle Stored procedures, functions and Database Triggers. Wrote stored packages, SQL queries. Performed application Tuning, Database
Administration work. Created SQL views.
Created DMS scripts, SQR programs and used ETL tools for data extraction, transformation and loading sequence in to appropriate tables. Executed
DDDAUDIT, SYSAUDIT & Object migration.
Developed and executed Test scripts, case and created user training material.
Environment: SQR, PS Query, Crystal Reports, Windows, Oracle data base, UNIX, JAVA, ETL tools, Mercury testing tools.
EDUCATION
Master’s of Science (Electrical & Computer Engineering), Ohio, USA.
Bachelors of Engineering (Electronics & Computer
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
John Banegas
Overview
John possesses strong leadership and technical/functional consulting skills, with over eighteen years experience in the design, development, and
implementation of application systems. He is experienced in Campus Solutions, Human Resources, Benefits, Benefits Administration, and Payroll. His
technical abilities have enabled him to participate in the extensive development and implementation of a number of computerized application systems,
including full spectrum development of PeopleSoft’s Campus Solutions system. John is proficient in the use of all PeopleTools (Application Designer,
Application Engine, Component Interface, Data Mover, Mass Change, EDI Manager, Process Scheduler, Import Utility, creating mail merge processes,
Comm Gen, XML Publisher, PS Query, POP Select), PeopleCode, SQR, Crystal and COBOL processes.
John was a member of the PeopleSoft team who developed major process for the Admissions and Financial Aid modules, and has served
as Technical Lead and Technical Trainer on Financial Aid and Admissions implementations. He has created extensive data conversions
and interfaces for multiple systems, and developed customized on-line and batch processes for Financial Aid, Admissions, Student
Financials and Student Records. He also developed automated on-line budgeting processes for Human Resources, and Benefits open
enrollment systems.
Application & Tool(s) Release(s)
PeopleSoft Version 6.0 – 9.0
PeopleSoft Functional Expertise
PeopleSoft Campus Solutions
Admissions
Financial Aid
Campus Community
Student Records
Student Financials
PeopleSoft Human Capital Management
Human Resources
Payroll
Benefits
PeopleSoft Technical Expertise
Programming:
Databases:
Operating Systems:
Application Designer, Application Engine, Component Interface, Data Mover, Mass Change, EDI Manager, Process
Scheduler, Import Utility, PS Query, Comm Gen, XML Publisher, PeopleCode, SQR, Crystal, COBOL
Oracle, Microsoft SQL Server
UNIX, DB2
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Professional Summary
LDS Business College, Salt Lake City, UT
November 2009 – Present
Ver 9.0
LDS Business College has provided quality education for 123 years. LDSBC is accredited and offers one and two year certificates and degrees
with a student population of 1400.
John provided both functional and technical support to LDSBC for their Peoplesoft Financial Aid system. LDSBC wanted to start utilizing Mass
Packaging and wanted to automate Financial Aid processes that they were doing by hand. This involved creating an ISIR review checklist process
(Application Engine), creating a 3C Engine process to generate ISIR checklists, completing the functional setup for SAP, developing a Set Ready to
Package process using Population Update, completing the functional setup for Mass Packaging, creating Equations for Mass Packaging, and setting
up Forms Engine to generate the Financial Aid Notification letter. In addition, John provided production support for Financial Aid issues.
CASHNet, Oakland, CA
April 2009 – October 2009
Ver 9.0
CASHNet allows Universities, colleges, and Community Colleges the ability to easily support unique payment processing requirements of multiple
locations while maintaining centralized control, security, and system management in one central Business Office. CASHNet is 100% focused on
commerce solutions within the higher education marketplace. They currently support over 140 campus locations, many of which have multiple
satellite operations.
John provided technical and functional support to CASHNet for their Peoplesoft Student Financials offerings. This included converting CASHNet’s
Peoplesoft components (Components, Component Interfaces) to PS Version 9.0, re-working components to achieve performance improvements
and developing enhanced functionality for these components. John also provided support to CASHNet’s Peoplesoft client base for installation and
troubleshooting issues.
Butler University, Indianapolis, IN
April 2009
Ver 8.9
Butler University was founded in 1855 and offers more then 60 majors. They offer both undergraduate and graduate degrees and have a
population of 4,437 students.
John provided technical support to Butler University for their Peoplesoft Student Financials offerings. This included assisting with their CASHNet
Peoplesoft interface and developing custom on-line components to reapply payments.
University of Wisconsin, La Crosse, WI
October 2008 – March 2009
Ver 9.0
The University of Wisconsin-La Crosse, is one of the 13 four-year campuses in the University of Wisconsin System. It offers 85 undergraduate
programs in 30 disciplines and 21 graduate programs and emphases in eight disciplines. It serves 8,521 undergraduate students and 1,454 graduate
students.
John provided technical support for the University of Wisconsin Financial Aid, Student Records and Student Financials modules. This includes
setting up and utilizing delivered PS tools (Comm Gen, XML Publisher, Pop Select) for communications and reports. Creating custom processes:
ISIR Checklist, State Grants, eConsent and various reports. This development effort involved new on-line pages and tables, application engine,
application packaging, PS Query, XML Publisher.
CASHNet, Oakland, CA
July – October 2008
Ver 9.0
CASHNet allows Universities, colleges, and Community Colleges the ability to easily support unique payment processing requirements of multiple
locations while maintaining centralized control, security, and system management in one central Business Office. CASHNet is 100% focused on
commerce solutions within the higher education marketplace. They currently support over 140 campus locations, many of which have multiple
satellite operations.
John provided technical support to CASHNet for their Peoplesoft Student Financials offerings. This includes maintaining and customizing their
Peoplesoft components (Components, Component Interfaces) and troubleshooting PS production issues.
University of Houston, Houston, TX
June – September 2008
Ver 8.9
The University of Houston, Texas' premier public metropolitan research and teaching institution, is home to over forty research centers and
institutes and sponsors more than 300 partnerships with corporate, civic, and governmental entities. UH stands at the forefront of education,
research, and service. The largest and most comprehensive component of the University of Houston System, a public system of higher education
that includes three other universities: UH-Clear Lake, UH-Downtown and UH-Victoria, as well as two teaching centers: UH System at Sugar
Land and UH System at Cinco Ranch, UH offers a full range of undergraduate, graduate, doctoral, and special professional degrees..
John provided technical support for the University of Houston Financial Aid and Student Financials modules. This includes troubleshooting and
enhancing the following custom processes: Scholarship Load processes and 3C’s Checklist/Communication Batch Load processes. John also began
the development of a Student Financials project to allow students to setup Direct Deposit for their refunds. This included the development of new
batch and on-line processes and the modification of the SF_AP_INTERFACE. Development effort involved new on-line pages and tables,
application engine, application packaging and component interface.
Fox Valley Technical College, Appleton, WI
April – June 2008
Ver 9.0
Fox Valley Technical College was established in 1912. FVTC offers over 80 associate degree and technical diploma programs, 120 specialized
certificates, and offers 12 unique programs not offered at other WI technical colleges. FVTC serves approximately 50,000 people annually.
John developed and implemented processes associated with the automation of mass matriculation for FVTC. This development effort was the
result of the process re-engineering effort that John did for the Admissions Office. This included developing new application engine processes,
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
component interface processes, communication processes and new setup tables to automate matriculation letters. Population Selection functionality
was utilized for communications and service indicators.
California State University, Los Angeles, CA
January – May 2008
Ver 8.9
At CSU, students can choose from among 23 campuses and over 1,800 bachelor’s and master’s degree programs in some 240 subject areas.
John provided technical support to CSULA for the conversion of Admissions process from version 8.0 to 8.9. This included the modification of
process to utilize version 8.9 person model. John also provided functional and technical support on the 3C’s processes, trouble shooting
communication processes and provided assistance on the use of equation engine.
Fox Valley Technical College, Appleton, WI
November – December 2007 Ver 9.0
Fox Valley Technical College was established in 1912. FVTC offers over 80 associate degree and technical diploma programs, 120 specialized
certificates, and offers 12 unique programs not offered at other WI technical colleges. FVTC serves approximately 50,000 people annually.
John conducted a fit gap sessions for an Admissions upgrade from PSSA 8.0 to PSCS 9.0. He was also responsible for conducting a process reengineering effort for the Admissions Office. This included developing new process flows, ensuring delivered processes are being fully utilized,
identifying and developing reports and system modifications needed by FVTC Admissions Office.
University of Houston, Houston, TX
March 2007 – August 2007
Ver 8.9
The University of Houston, Texas' premier public metropolitan research and teaching institution, is home to over forty research centers and
institutes and sponsors more than 300 partnerships with corporate, civic, and governmental entities. UH stands at the forefront of education,
research, and service. The largest and most comprehensive component of the University of Houston System, a public system of higher education
that includes three other universities: UH-Clear Lake, UH-Downtown and UH-Victoria, as well as two teaching centers: UH System at Sugar
Land and UH System at Cinco Ranch, UH offers a full range of undergraduate, graduate, doctoral, and special professional degrees..
John provided technical support for the University of Houston Financial Aid and Admissions modules. This includes post production support
(troubleshooting Awarding/Packaging, Scholarships, Loan Processing, Disbursements, 3C’s, Mass Matric, Mass Change) for both Financial Aid and
Admissions, and the development of new batch and on-line processes. These include interface processes for both Financial Aid (ACS Interface) and
Admissions (SEVIS Interface). John also created Equation Engine processes and numerous ad-hoc reports/queries.
Brigham Young University, Provo, UT
June 2006 – January 2007
Ver 8.9
Brigham Young University was established 1875 and is an accredited university serving approximately 28,000 students on its Provo, Utah, campus.
The university offers courses in 11 colleges, granting degrees in 184 bachelor's degree programs, master's degrees in 68, doctorates in 25 and juris
doctorates in one.
John provided technical/functional support for Brigham Young University’s Financial Aid implementation project. The purpose of this project
was to bring up PS Financial Aid and Student Financials stand alone. Customizations required by BYU include a custom on-line Institutional
Application process to be used to drive award packaging. They also required the automation of the Financial Aid Award Packaging processes
to cut down on the manual intervention required of their FA staff and to reduce the flow of students to the FA department requesting additional
funds. John was responsible for the automation of the packaging processes and assisted with the design of the Institutional Application process
as it relates to packaging. John also assisted with the design of the ISIR checklist process. These tasks included designing new process flows
and design documents, and developing processes to automate initial packaging and request for additional funds repackaging based on the
Institutional Application. In addition, John developed and setup packaging equations and packaging plans to support the automation of
packaging.
Ver 8.0
Heald College, San Francisco, CA
January 2006 – June 2006
February 2007
Heald College is the oldest business career college in the western United States with campuses located in 11 cities. Heald College offers Associate in
Applied Science degrees, Associate of Arts degrees, diplomas and certificates in 34 fields.
John was the technical project manager and provided technical/functional support for Heald College’s Financial Aid compliance project. The
purpose of this project was to ensure that Heald Financial Aid is in compliance with Federal Regulations. This included developing new
process flows, identifying and developing reports and system modifications needed by Student Records, Student Financials and Financial Aid
to ensure the accurate and timely entry of data. John also provided technical and functional expertise to developers and to the clients.
John was called back to Heald in February 2007 to assist with a financial aid Verification project. This project consisted of taking a large
population of students through an intense verification process. This required the development of on-line and batch processes that would allow
for the comparison of tax/financial aid data against ISIR data.
Alta/Westwood College, Denver, CO
March 2005 – September 2005 Ver 8.0
Westwood College offers over 18 associate and bachelor degree programs in Business, Information Technology, and Design as well as over 7
degree, diploma, and certificate programs in Health Care, Industrial Services, and Aviation Maintenance.
John provided functional support for the Financial Aid module. This included table setup, testing of patches and fixes for FA, testing on-line
and batch processes, analyzing and designing modifications necessary for borrower based FA, creating and running test matrixes for the
different FA processes and developing and testing workflow processes. In addition, John analyzed and designed the COBOL modifications for
Budgeting, Awarding, Validation and Posting processes to enable FA Term to be Aid Year driven and worked directly with developers to assist
with the development and testing of custom processes.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
University of Arkansas, Fayetteville, AR
December 2004 – March 2005 Ver 8.0
The U of A is both the major land-grant university and the state university for Arkansas. It offers more than 200 academic programs and is the
flagship campus of the University of Arkansas System. They enroll more than 16,500 students.
John worked on the development of a custom batch process for Admissions to handle the generation of multiple communications to students
either through a flat file or through direct entry. He also developed Admissions Activity reports showing current year and prior year statistics
by admission type, academic program, gender, ethnic status and GPA. In addition, John troubleshot and modified production processes dealing
with Mass Changes and Application Engine auto evaluation processes.
Towson University, Towson, DE
November 2004
Ver 8.0
Towson University is the second largest university in Maryland and a member of the University System of Maryland. They enroll more than 16,000
students, including international students from nearly 100 countries.
John worked on the development of a custom batch process for Admissions to handle the importing of TS130 transcript data. This custom
process takes the TS130 X12/Speede data file and reformats the data into a Peoplesoft Business Document that can be read into EDI Manager.
Ver 8.0
West Chester University of Pennsylvania, West Chester, PA
October 2004
West Chester University is the second largest of the 14 institutions of higher learning that compose the State System of Higher Education of the
Commonwealth of Pennsylvania. Total enrollment at West Chester includes approximately 9,400 undergraduate students and about 2,000 graduate
students.
John provided functional/technical assistance for Financial Aid. This involved reviewing functional specifications and enhancing/adding
technical specifications. John also assisted the technical staff with knowledge transfer on the requirements for creating
communications/checklists for batch processes and provided assistance with SAP processes, State Grant processes and College Work Study
processes.
University of North Texas, Denton, TX
January 2004 – October 2004
Ver 8.0
The North Texas System consists of a consortium of two institutions. The University of North Texas which has a student population of
approximately 27,000 and the Health Sciences Center has a student population of approximately 1,500.
John developed custom batch and on-line processes for Admissions to handle the importing and exporting of Texas Medical School application
data. He developed custom batch and on-line processes for Financial Aid to calculate Other Resource awards. These awards were based on
Waivers and Third Party Contracts which were assigned through the use of Student Groups, SF Equation Variables and Third Party Contracts.
He developed on-line components for Student Self Service Financial Aid module to capture and store parent information for Plus Loans. He
also assisted with multi-institutional issues regarding loan processing and ISIR loading. In addition, John provided functional Financial Aid
assistance to both UNT and the Health Sciences Center.
Academy of Art University, San Francisco, CA
October 2003 – December 2003 Ver 8.0
The Academy of Art was founded in 1929 and prepares aspiring artists and designers for careers in the fields of art and design by delivering
undergraduate, professional degree and certificate programs.
John provided technical support for the Financial Aid module. This included troubleshooting both batch and on-line issues with Award Entry,
Loan Origination and ISIR processes. In addition, John designed and developed component interfaces to provide batch award entry
adjustments and debugged equation engine definitions.
Southern Wisconsin Consortium of Technical Colleges, WI
June 2001 – September 2003
Ver 7.6
A consortium of three separate technical colleges located throughout Wisconsin. Enrollments among the schools range from 700 to 50,000
students.
John developed numerous batch and on-line process for Financial Aid to include State Grants, SAP, MIL and Ready to Package, and created
custom Letter Generation processes. He researched multi-institutional issues regarding loan processing and ISIR loading, and modified EDI
Manager and COBOL processes to allow for multiple institutional processing. He created numerous queries for the Financial Aid administrator
to assist with Financial Aid processes. He also troubleshot on-line, batch and environment problems and provided functional Financial Aid
assistance.
Vanderbilt University, Nashville, TN
April 2000 – June 2001
Ver 7.6
Vanderbilt is a private university employing more than 1,900 full-time faculty, part-time and clinical faculty of approximately 1,500 and staff of more
than 13,000. The University serves approximately 10,500 students and offers undergraduate programs, as well as a full range of graduate and
professional degrees.
John participated in the Fit/Gap analysis and assisted with the development of the project plan for the Financial Aid module. He conducted
technical training sessions for client’s technical staff, and worked with them to develop modifications, customizations and interfaces for
Financial Aid. He also troubleshot on-line, batch and environment problems.
University of St. Thomas, St. Paul, MN
November 1999 – December 1999
Ver 7.0
University of St. Thomas is a private Catholic university with approximately 4,310 students and employs 112 full-time and 131 part-time members.
The University offers undergraduate, graduate and professional degrees.
John conducted training sessions for end users on the use of 3C’s, including 3C setup, mass changes, on-line functionality and batch processes.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Maricopa Community College, AZ
October 1995 – November 1995 January 2000 – April 2000 Ver 7.0
Maricopa Community College consists of 10 colleges and skill centers that provide affordable and flexible education to more than 277,000 students.
The colleges maintain 1,265 full-time faculty and more than 3,600 adjunct faculty members.
John developed on-line budgeting processes for the Human Resources and Payroll modules, that automatically updated effective-dated setup
tables based on job classifications.
University of Phoenix, Phoenix, AZ
February 1998 – July 1999
Ver 7.0
The University of Phoenix offers a unique approach to adult education with over 100 locations nationwide. They offer a wide variety of Bachelor’s,
Master’s and non-degree programs.
John was the Technical lead for the Financial Aid implementation. He was responsible for the customization and debugging of the Financial
Aid module. He also developed automated processes for the generation of checklists and communications, online development of loan
adjustment processes, and performed major debugging of COBOL processes.
PeopleSoft, Inc., Pleasanton, CA Sep 1995 – Jun 1996 Sep 1996 Jan 1997 – Feb 1998 Ver 6.0 – 7.0
PeopleSoft is a leading provider of enterprise applications to both public and private sector clients.
As one of the Technical Developers of PeopleSoft’s Campus Solutions system, John developed extensive on-line and background processes for
Admissions and Financial Aid, including recruiting/prospects and communication/checklists. He created extensive Mass Change processes for
Admissions, and designed, developed and setup EDI manager processes for Transcripts and Applications. He assisted developers with
debugging issues, performed audits and cleanup in preparation of system and platform testing and conducted both system and platform testing.
Circle K, Inc., Phoenix, AZ
September 1997 – January 1998 Ver 7.0
A subsidiary of Tosco Corporation, Circle K is a retail convenience store with locations nationwide.
As a technical consultant on the project, John converted legacy data into PeopleSoft Human Resources, Benefits, and Payroll modules. He
developed SQR and import utility definitions for data conversion and developed an on-line/batch Benefits open enrollment system.
Nestles USA, Glendale, CA
July 1996 – August 1996
Ver 7.0
One of the world’s leading food companies with annual sales of $8 billion in sales. The company has approximately 17,300 employees nationwide.
There are 33 manufacturing facilities, 6 distribution centers and 17 sales offices around the country.
John was the Technical Lead for the Human Resources, Payroll, and Benefits implementation. He was responsible for upgrading the
PeopleSoft system, including application of payroll tax updates. He also developed a bonus incentive system, and debugged inbound and
outbound Benefits interfaces.
Countrywide Funding, Pasadena, CA
August 1994 – September 1995 Ver 7.0
A leading independent residential mortgage lender and a global provider of financial services with over 500 branches and 17,200 employees.
John was responsible for data conversion of multiple systems including ADP to PeopleSoft HR and Benefits. He developed SQR and import
utility definitions, and designed and developed custom processes in both batch and on-line environments. He also developed system interfaces
to and from the HR and Benefits application systems.
Novell, Provo, UT
Novell is a leading provider of net business solutions.
May 1994 – August 1994
Ver 6.0
John was Technical Lead responsible for the data conversion of HR and Benefits data from multiple legacy systems into PeopleSoft HR and
Benefits. He setup and executed conversion plans, and created conversion SQR’s and import utility definitions.
Southern California Edison, Los Angeles, CA
April 1994 – May 1994
Ver 6.0
One of the largest electric utilities and the largest subsidiary of Edison International. SCE provides power for 11 million individuals, 800
communities and cities, 5,000 large businesses and 280, 000 small businesses.
John assisted with the Fit/Gap analysis of PeopleSoft Human Resources and Benefits modules.
Education
B.S. Computer Science, New Mexico State University, Las Cruces, New Mexico
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Kiran Varry
Professional Summary
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Around 9+ years of experience in development of Software Engineering Applications.
Around 9 years of experience in implementation, development, Testing, customization, production support, conversion and upgradation
of PeopleSoft applications.
Expertise in PeopleSoft HRMS Modules– HR, Payroll, Base Benefits, Ben Admin, eRecruit, ePay, ecompensation, eprofile, eBenefits,
Time and Labor.
Very Good Experience in Campus Solutions\Student Admin modules–Student Records, Campus Community, Admissions, Student
Financials, Financial Aid, Academic Advisement.
Excellent experience in Application Designer, PeopleCode, SQR, Application Engine, Component Interface, Integration Broker, Crystal
Reports, Maintain Security, PSQuery, File Layout, Process Scheduler, Tree Manager, Data Mover, Workflow,XML Publisher,
Application Package .
Worked on Full Life Cycle Implementation of PeopleSoft HRMS and Campus Solutions.
Involved in Peoplesoft HCM 8.8 to Finance 8.9 Integration.
Involved in Peoplesoft upgrade from 7x to 8x and 8.3 to 8.9 and PeopleSoft Campus Solutions upgrade from 8.0 to 9.0.
Extensively worked in the analysis and applying of peoplesoft Tax Updates.
Have good knowledge in SQL Server 2000 and Oracle Database 10G/9.x/8.x and extensively used SQL and PL/SQL for writing Stored
Procedures, Functions, Triggers and Packages.
Expertise in complete lifecycle of the project involving Requirements, Analysis, Specification, Design, Development, Conversions,
Installations, testing and Maintenance, Application Performance and tuning.
Specialized in Data extraction interfaces and Conversion from legacy to Peoplesoft applications using SQR programs and Application
Engine.
Involved in creating interfaces for the Peoplesoft Financials.
Strong documentation and written presentation skills, and developed various technical specs with Test Plans and Procedures.
Strong working knowledge of UNIX.
Excellent communications, interpersonal & analytical skills.
Have experience in knowledge transfer, training clients and end-user training.
Technical Skills
PeopleSoft Modules
People Tools
Programming Languages
Operating Systems
Database
Other Tools
Reporting Tools
Application Server
HRMS (9.0/8.9/8.8/8.3/8.0/7.5) –HR, Payroll, Time & labor, Benefits, Ben
Admin, ePay, eBenefits, eRecruit, eprofile, eCompensation, Talent
Acquisition and candidate gateway.
Campus Solutions (8.9/9.0) - Student Records, campus community,
Admissions, financials, Financial Aid, Academic Advisement.
Application Designer, Security, Application Engine, Tree Manager, PS/Query, File Layout,
Application Upgrade Asst, Process Scheduler, Component interface, Integration Broker, Application
Messaging, Maintain Security, Data Mover, XML Publisher, Application Package, Workflow.
People Code, SQR, SQL, PL/SQL, VB Script, XML, HTML, C, C++, Java
Windows 2000/NT/XP/98 and UNIX
Oracle 10g/9.x/ 8.x / 7.x, SQL Server 2000, DB2 and MS Access
Quest STAT 5, Tivoli Maestro, Visual Basic 6.0, TOAD, Test Director, Applaud, Acqa Data Studio
SQR, Crystal Reports 8.x/7.x, nVision and PS Query
Web Logic 8.0
Work Experience
Houston Community College, Houston, TX
(April 2008 to Till Date)
Description: The project is an upgrade of peoplesoft Student admin 8.0 to PeopleSoft Campus Solutions 9.0.
As a Peoplesoft Technical Consultant, responsibilities include:
•
Worked the Student Center -Self Service enrollment Verification request.
•
Worked on the PeopleCode customizations on the Student self Service, Applicant pages.
•
Designed the custom Transfer Credit Evaluation process to upload to and from Speede system.
•
Created an Application Engine to load the population for the Financial AID Term Build process.
•
Worked on Changes to Coordinating Board Management Report (CBM) for the Texas Higher Education Board.
•
Worked on the Financial Aid Extract report for the validations of different loans, Grants.
•
Created SQR reports to Print Diploma statistics and missing grades.
•
Involved in the designing the existing ASP admissions process into PeopleSoft.
•
Worked on the TSI (Texas Success Initiative) process to evaluate student test scores, create milestones on the Student Milestones
page.
•
Retrofitted the PeopleSoft objects for the PeopleSoft 9 Functionality.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Involved in SQL tuning for the long running batch process.
Worked on the manual receipt generation process from the self service.
Worked on XML Publisher to generate 1098T for financials.
Involved in setup of 3C’s and worked on 3C engine process.
Modified the reports to be generated by sessions based on user input.
Involved in setting up and testing of SEVIS.
Worked on the designing the process for the Early College and Pathways Initiatives.
Created a report for the Credit Card Refund Load for CashNet.
Worked on issues with enrollment cancellation and cashiering issues.
Worked on attendance roster implementation on the self service.
Create an application engine process to automate Test scores posting.
Involved in modifications and testing of Class roster, Attendance Roster and batch grade posting processes.
Retrofitted the batch programs for the changes in functionality of PeopleSoft 9.0.
Coordinated with Office of institutional research (OIR) for the business requirements and designed the processes for the department.
Participated in requirement analysis meetings, creating technical designs, Unit Testing, code review and providing functional testing
support.
Involved in the complete System Lifecycle testing, Integration testing, Unit Testing.
Environment: PeopleSoft 9.0 HRMS and Campus Solutions, People Tools 8.49, Oracle 9i, UNIX/NT.
Ohio State University, Columbus, OH
(Mar 2006 to April 2008)
Description: Ohio State University is a world-class public research university and the leading comprehensive teaching and research
institution in the state .Ohio State is a multi-campus university with more than 60,000 students, 18 colleges, and 170 majors, the university
offers its students tremendous breadth and depth of opportunity in the liberal arts, the sciences, and the professions. The project is aimed at
the full-life cycle implementation of the PeopleSoft Student Information Systems/Campus Solutions.
As a Peoplesoft Technical Consultant, responsibilities include:
•
Worked on Campus Solutions Development.
•
Created process to post mass enrollment requests for Freshman Forgiveness.
•
Modified Student Center Component to add custom link and processes like Student Evaluation of Instructor.
•
Create a file upload process to update the term fee amounts.
•
Worked on Class Schedule Interfaces both Extract and Upload to Schedule 25 System and created Event id generation process to post
room scheduling.
•
Create an application to allow students to sign up for the payment plans online.
•
Modified people code on enrollment and program plan components to trigger 3c Engine
•
Modified delivered pages for campus meeting and events to have the same functionality as Class Meeting pattern so that events can
be scheduled for the date range, Delivered functionality only creates an event for a day.
•
Create a process to identify all students meeting the criteria of the Dean’s List and post the Honors and Awards notation to the
student’s record.
•
Added Facility Search on all Schedule of Classes Components and written people code to bring the facility back.
•
Created SQR reports to Print Diploma statistics and missing grades.
•
Designed commencement system to collect the complete commencement information.
•
Designed the processes to send information to Students Athletic system.
•
Develop a new SQR report that will display the statistical data of ISIR load process for financial aid.
•
Modified the term roll process to include buildings and facilities in the term roll.
•
Designed an interface using App Engine, File Layout and Component Interface to post the test Scores File data obtained from different
tests.
•
Worked on post-secondary enrollment option report.
•
Created a custom App Engine process to automate the placing and releasing of service indicators on student’s Record.
•
Designed and developed a batch App Engine process for Intra-University Transfer Campus Changes and validated the data using
Component Interface.
•
Developed a batch App Engine process to Drop Students Enrollment for Non-Payment of Fees.
•
Created Component Interface to automatically drop failed audit courses.
•
Created student self-service pages for the online evaluation of instructors and faculty self-service pages to provide faculty transactions.
•
Involved in creating the Technical designs, Unit Testing, Code Review and functional testing support.
•
Complete understanding of student Academic Career, Program Plan structure, have been involved in designs related to student
enrolled in dual academic careers, students with multiple programs with in the career and double major (Plans) within the academic
program.
Environment: Peoplesoft 8.9 HRMS and Campus Solutions, People Tools 8.48, Oracle 9i/10G, UNIX.
Sprint-Nextel, Reston, VA
Capgemini & Oracle Corp - (July 2005– Mar 2006)
Description: The Project is the merger of Sprint- Nextel Companies. Worked with Cap Gemini & Oracle Corp for the Conversion,
Development and customization of PeopleSoft HRMS module as per the requirements of the client.
As a member of Technology team, responsibilities include:
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Worked extensively in Benefits, Ben Admin, Payroll, Time & Labor, HR, Self-Service modules.
Created Interfaces using Application engine and SQR to benefits vendors for reporting the health, dental and vision benefits.
Involved in the mapping and conversion of Departments, account code in Peoplesoft HR for the changes in the Peoplesoft Financials.
Incorporated the Chart field conversions changes in HCM to map the GL.
Developed conversion programs to convert Job Data using Component Interface.
Worked on Manager\Employee Self-Service modifications to incorporate the changes in Finance.
Created Interfaces for Life/Dependent Life Insurance requiring EOI.
Involved in modifying and running the Benefit Snapshot process.
Designed and created process to load Peoplesoft Financials DB2 tables which are used by ePRO/sPRO and Ariba system for
requisition approval.
Created interfaces in HR new hire, Work force management.
Created feeds from PS Time & labor to the Project costing system.
Involved in running security jobs, loading the security tree and migrating it across different environments.
Worked on the GL bonus accrual Interface for the modifications on the account code.
Designed and created GL interfaces from Peoplesoft HCM for the journal entries.
Involved in setting up of security for the Users and issues resolving the access.
Created Inbound and outbound Interfaces from payroll.
Involved in data migration across different environments using Data mover.
Involved in migration of objects, creating and analyzing compare reports.
Involved in Playbook creation for the Go-Live Environment Build activities.
Involved in resolving defects\issues during the Integration, UAT and System testing.
Environment: HCM 8.8, People Tools 8.45\8.47, SQR, Oracle 9i/10G, UNIX, Windows XP.
MetLife, Hauppauge, NY
(April 2004 – July 2005)
Description: The Project is a conversion of Travelers Life & Annuity of Citigroup with MetLife. The project involved Conversion,
Development, Support, and Upgradation of the PeopleSoft HRMS.
As a member of IT-AD technical team, responsibilities include:
•
Worked with admin in running SYSAUDIT and DDDAUDIT reports in analyzing the data redundancy and identifying the inconsistencies
and orphaned objects.
•
Analyzed the existing applications and involved in Fit/Gap Analysis and Customization evaluation.
•
Involved in working with admin for running Upgrade Compare Reports between Demo database and Copy of production before we do
the upgrade copy.
•
Incorporated changes to several customized pages, components, peoplecode in HR, Payroll, Benefits, Time & Labor, eBenefits for 8.9
upgrade.
•
Responsible for retrofitting several customized SQR reports for Peoplesoft upgrade.
•
Involved in customizations of the Employee Self Service\Manager Self Service modules.
•
Customized pages for e-Benefits to deliver Benefit Enrollment pages, Health Plan Pages, Managing Insurance Plans and FSA pages
•
Involved in setting the new deduction codes for Transportation Reimbursement Incentive Program (TRIP) – A benefit for MetLife
associates and created on-line pages for checking the employee eligibilities for these benefits and loading into the General Deductions.
•
Done analysis and modified the SQR’s to fit the needs of the Travelers Company.
•
Created a process to FTP files from online page and loading deductions and additional Pay.
•
Involved in creating Application Engine and component interface programs to load Global MetLife HR data in Global Associate Data
Consolidation.
•
Involved in Direct Deposit applications for sending the interface files.
•
Involved in customizing and testing year-end batch processes.
•
Developed conversion programs to convert Names, Addresses, Department, Benefit Programs, Benefit Program Participation using
SQR, application Engine. As a part of conversion, performed data validation and produced error reports for reconciliation.
• Applied Tax Updates 2005, 2006 A/B to demo database (PS 8.3) and migrated to development and test environment.
• Involved in running the Compare reports after the Tax Updates to reconcile the data between the production and test environment.
• Involved in configuration & setup of Integration Broker between HRMS 8.9 and CRM 8.8.
• Involved in working with the EIP’s between HRMS & CRM.
• Involved in GL-Interface feeds from HRMS to GL after the payroll is run.
•
Responsible for debugging and troubleshooting the payroll issues.
•
Extensively used People Tools for creation or modification of Process Definitions, Records, Pages, and Menus to run Custom sqr’s
through People Soft environment.
•
Used Page Designer to modify or add pages, sub pages, and secondary pages. Used multiple records and scroll bars. Wrote People
Code to incorporate business logic and Created Menu definitions to make them available at the application pages.
•
Created Permission lists, users, roles and assigned roles to users through Maintain Security.
•
Involved in Migrations from Test environments to production by Creating CSR-’s using STAT.
•
Used Maestro for running different reports, processes and scheduling jobs.
•
Involved in running a payroll error tracking report before and after pay confirmation to debug payroll errors.
•
Involved in production support and monitoring of nightly Payroll job streams if required.
Environment: HRMS 8.9/8.3, CRM 8.8, People Tools 8.19/8.44/8.45, SQR, Oracle 8i/9i, Maestro,
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Windows XP.
General Electric, Schenectady, NY
(Sep 2003 – Mar 2004)
Description: The project is the full life-cycle implementation of the PeopleSoft HRMS.
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Worked extensively in Time & Labor, Benefits, Payroll modules.
Administering Open Enrollment and Event Maintenance. Customized the existing interface programs for the HR to send flat files to
various vendors for employees enrolled in different medical and dental plans. Developed complex SQR program that creates multiple
reports dynamically based on various parameters.
Involved in the whole Time Labor process of receiving the files from GE’s business till loading the data into paysheets.
Developed and modified various interface SQR programs and reports in HR, Payroll and Benefit.
Involved in creation of component interface to load data to the health benefit and dependent benefit tables.
Worked in developing and customizing complicated Portal Pages using multiple level scrolls and derived records.
Created an Automated process for Creating User Profiles across the requested Peoplesoft instances using a combination of
Application Engine, File Layout and Component Interface.
Modified, designed, configured and built fields, records, sub records, setting up keys to records, assign table edits like prompt table etc.
Involved in the customization of Pages, SQR reports and SQR process.
Designed and developed various interface programs to move data from Legacy Systems to Peoplesoft database by using SQR,
Application Engine.
Analysis of COBRA Interface and writing Technical Specifications. Writing interface programs based on technical specs to send
changes occurring in benefits.
Documented the specifications on regular basis for every change required and implemented.
Involved in analyzing the Functional Documentation and preparing Technical Documentation.
Involved in downloading and applying upgrade Patches & Fixes periodically to our current environments.
Moving application data between two peoplesoft databases using Data Mover and also migrations of internal objects.
Involved in preparing Migrations request form, User acceptance document, and unit test results document.
Involved in assigning and tracking work through kintana.
Tuned SQL/SQR’s to improve performance using advance features like Load lookup and Arrays.
Environment: HRMS 8.8, PeopleTools 8.42/8.43, PeopleCode, SQR, Oracle 9i, Windows 98, UNIX.
Duramed Pharmaceuticals, NJ
(Jan 2003 – Sep 2003)
Project
: PeopleSoft HRMS
As a member of PeopleSoft HRMS technical team, responsibilities include:
•
Worked as Technical Consultant for full life cycle implementation of PeopleSoft HRMS
•
Worked in Fit/Gap analysis stage for Recruit Workforce, eRecruit, Competency Management, Position management, Employee Self
Service, Manager Self Service, Training Administration and Administer Workforce.
•
Involved in the functionality and implementation requirements gathering for eRecruit and the Self-Service product modules for Recruit
Workforce.
•
Created complex SQL objects to implement business processes.
•
Strong working knowledge of eProfile, eCompensation, eRecruit, eBenefits and ePay.
•
Maintaining the Application Engine programs of eRecruit and Recruit workforce.
•
Documentation of eRecruit security and logon issues and development of customizations.
•
Developed/Enhanced several SQR programs for reporting and database processing.
•
Developed different custom reports using SQR and Crystal Reports according to user specifications.
•
Independently designed and developed custom on-line pages for PeopleSoft HRMS Employee self-service module.
•
Worked in creating new Application Engine programs and also in debugging existing programs.
•
Analysis of functional requirements, preparing technical specifications, test plans, co-ordination of user acceptance testing for every
change management requests.
•
Worked on the object oriented PeopleCode.
•
Worked on development of PS queries using core HRMS tables for end user frequent requirements.
•
Developed various Crystal Reports for analysis with the help of graphs.
•
Implementation of PeopleSoft customized application objects from development into production.
•
Applied Patches/Fixes for PeopleSoft HRMS 8.3
•
Implementing the Workflow and Business rules using Workflow Administrator and Business process maps
•
Handled Security related issues for certain roles and also giving department level security through Tree Manager.
•
Attended client meetings and gave presentations of the work done and resolve any critical production support issues.
•
Involved in estimation, analysis, coding, testing and review phases of work based on user requirement.
•
Interacting with users and preparation of relevant documents.
Environment: HRMS 8.3, People Tools 8.19, UNIX, Windows 2000, Oracle 8i, SQR & Crystal Reports.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Kemper life Insurance, FL
(Nov 2001 – Dec 2002)
Project
: PeopleSoft upgrade from 7.5 to 8.0
As a member of PeopleSoft HRMS technical team, responsibilities include:
•
Involved in defining departments in tree manager and assigned access code, Involved in query security.
•
Worked with development team during the upgrade of PeopleSoft from version 7.5 to version 8.0.
•
Generated comparison reports to identify the fields, panels, menus, xlats etc. that needs to be copied and upgraded to PS8.
•
Analyzing the impact of new fields in custom programs developed.
•
Identifying the batch programs (SQR's) and SQC's that needs to be retrofitted for PS8.
•
Worked with core HR users to resolve the issue with new fields default values and translate values.
•
Retrofitted the batch programs SQR’s, and SQL’s scripts for PS8 upgrade based on the analysis that was made.
•
Modified the SQL loader control files that load data into custom tables based on the field renames.
•
Reviewed and modified App Engine programs that are used to convert application data.
•
Analyze, reapply and test modifications to Pages/Components/Menus.
•
Analyze, reapply and test PeopleCode custom modifications.
•
Migrated the projects into the integration testing environments and tested.
•
Worked on payroll program enhancements and performance tuning.
•
Helped in setting up security in version 8 environment, creating permission lists and assigning them to roles.
•
Extensively worked with Application Designer to modify record definitions, pages, components, menus and giving access to them by
using maintain security.
•
Customized the Job Code, Job Data and Personal Data Panels in Manage Human Resources and Administer Workforce modules as
per the user requirements.
•
Analysis of PeopleSoft version 8.0 for upgrade.
Environment: PeopleSoft 7.5 / 8.0, Windows NT, SQR, people tools, oracle 8i
Net web Systems, India
(Jul 2001 – Oct 2001)
Project : Vendor Performance Analysis System
•
Gathered requirements from clients, analyzed them and translated into design
Performed systems analysis (Dataflow Diagram (DFD), Entity Relationship Diagram (ERD)) and created tables and other database
•
objects.
Prepared prototype screens and reports and set standards.
•
•
Developed about 25 forms using Visual Basic 6.0 and 12 reports using crystal reports. Enhanced several existing forms and reports.
Was involved in the module level and System level testing of the project and first level support after the release.
•
•
Developed database Triggers, Functions, Procedures and Packages.
Environment: Visual Basic 6.0, VBScript, oracle 8.0, PL/SQL, Crystal Reports, windows 98.
Education
•
Bachelor of Technology in Electrical and Electronics from Jawaharlal Nehru Technological University, India.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Ram krishna
Summary
¾
¾
¾
¾
¾
¾
¾
¾
¾
¾
Over 6 years PeopleSoft Fit-Gap Analysis, Implementation, Upgrade & Production support experience.
Extensive experience in Information Systems encompassing strategic planning, analysis, design, development and enhancement of client/ server
based applications with 3- Tier Architecture
Experience in three tier architecture (PIA) weblogic, application Server configurations, installation and maintenance
Specialized in Functional analysis, designing and developing customizations of Pages, Components interfaces, and reports for PeopleSoft Student
Administration/HRMS.
Experience in converting high volume of data from legacy system to new PeopleSoft Tables
Experience with PeopleSoft Student Administration - Student Records, Campus community, Student Financials, Advisement, Admissions and
Financial Aid systems
Proficient in the use of: PeopleSoft, SQR, Application Designer, Application Engine, Data Mover, Import Manager, Maintain Security/ Security
Administrator, Query/Crystal, PeopleCode, Mass Change, Workflow and Database Agent, Message agent
Proficient in creating complex database reports and customizing PeopleSoft Delivered Crystal Reports and SQR Files
Experience in Database –SQL Server, Oracle, SQL Base, MS-Access, DB2
Excellent in Production Support, Documentation, End-Users Training and Knowledge Transfer.
Education
Bachelor of Engineering
PeopleSoft Expertise
Application
Financial Aid, Student Financials, Admissions, Academic Advisement, Human Resources,
Payroll, Benefits, Student Records, Campus Community, General Ledger
Development Tools
Application Designer, PeopleCode and Application Engine
Reporting Tools
SQR, Tree Manager, PS Query, Crystal Reports and PS/nVision
Data Management Tools
Data Mover, Mass Changer, EDI Manager and Import Manager.
Administration Tools
Maintain Security/Security Administrator, Object Security and People Tools Utilities.
Technical Skills
Operating Systems
Windows 2000/NT 4.0/ 95/98, UNIX, NovellNetware3.12
Tools
SQR, PL/SQL, SQL, COBOL, HTML, JDK1.2, C, C++, Visual Basic 5.0/6.0, Developer 2000.
Databases
Oracle, MS SQL Server, SQL Base and MS Access, FoxPro.
Software
PeopleTools 6.01/7.01/7.55/8.13/8.21, Visual Basic, Developer 2000, and MS Office, Business Objects
Web Programming
ASP, HTML, DHTML, VBScript, JavaScript, Java Applets, Servlets
Web Tools/Servers
Front Page, IIS, Apache, Site Server. Exchange Server, Tuxedo Windows 2000 Server, Terminal Server
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Experience
University Of Michigan, MI
May’07 - Current
Sr. Peoplesoft Campus Solutions Consultant
Worked as Peoplesoft consultant for University of Michigan. During my stay at University of Michigan, I worked on the upgrade project. The upgrade is
from Peoplesoft Student Administration Ver8 to PeopleSoft Campus Solutions Release 9.0. The Peoplesoft 9 development was carried out using People
Tools V 8.48. Along with development, I was also involved in Fit-Gap, Design, support, troubleshooting and problem analysis for the current version of
Student Administration in the production.
Role:
•
Involved in implementation and Fit Gap Analysis of Campus Solutions Applications – Student Records and Enrollment, Financial Aid, Student
Financials
•
Involved in collecting/gathering of the Requirements/Needs of the Campus Solutions Modules.
•
Set up the following in Financial Aid Module.
♦
Financial Aid year - Define Financial Aid Years.
♦
Budget - Create Budget Categories for Aid year
Create Budget Item
♦
Budget Groups and Budget Assignments
♦
Awards Disbursement Plan Table
Disbursement ID table
Disbursement Slip codes
Disbursement Split code Formula
Financial Aid Item Types.
Packaging Plans
•
Worked with Aid Year Activation Process Financial aid Years, Built FA Terms in Batch, and Award Processing like Assign Awards to students.
•
Involved in Assigning Budgeting to Students and Awards Packaging.
•
Customized PeopleSoft Financial Aid key functionalities like Awards – External Awards Load and Awards Processing to fit in the Framework of
the Student Administration business model.
•
Used Application Engine and Component Interface for batch processes like Award Load.
•
Used Remote Cobol call in Application Engine program.
•
Worked on the chart fields data synch with financials CLASS_CF, FUND LOAD, ACCOUNT CHARTFIELD, PROGRAM CF, PROJECT.
•
Customized PeopleSoft Student Financial key functionalities like GL Interface – Chartfield Sync messages to fit in the Framework of the UMICH
Student Financials business model.
•
Worked on Integration Broker related setup like Queues, Services, and Services Operations.
•
Created new Rowset based message for the GL Project sync.
•
Created new Message Handlers. Used Message handler testing utility to test the handlers created.
•
Documented all the changes and newly created IB objects according to the UMICH standards.
•
Used XMLP for creating 1098-T report and Billing reports.
•
Created 1098-T XMLP Template from the scratch using Microsoft Word Template Builder. Added a new page to the 1098-T report which shows the
grants, scholarship details.
•
Documented the template change according to the UMICH standards.
•
Analyzed System Audit Reports to compare data structures defined in the People Tools tables against the underlying database to uncover
inconsistencies.
•
Performed Vanilla Comparison test between our demo database and our copy of production to identify customization and analyzed the reports.
•
Created Pre conversion and post conversion Scripts.
•
Used STAT for the change management and version control of the Peoplesoft Objects.
Environment: PeopleSoft 8.0/9.0 Campus Solutions (Student Financials, Financial Aid, Student Record) modules. PeopleTools 8.48, Windows NT,
STAT and Oracle 9i.
UMASS, Amherst, MA
Nov 2006 – May 2007
Sr. Peoplesoft Consultant
Role:
•
Design new Fields, Records, Pages, Component for continuing education system.
•
Create a custom message catalog entries.
•
Design new component interfaces.
•
Create new component interface peoplecode which inserts the new selected career & term and make student active for that term.
•
Written new component interface peoplecode which checks for active student and do enrollment in the system for selected term.
•
Testing of component interface and debugging of peoplecode.
•
Create and customized complex SQL queries to meet eligibility criteria.
Environment: PeopleSoft 9.0 HRSA. (Student Financials, Financial Aid, Student Admin, Student Record) modules. PeopleTools 8.48, Windows
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
NT and Oracle 9i.
University of Maryland, MD
Nov 2005 – Nov 2006
Sr. Peoplesoft Consultant
Role:
•
Involved in creating Application Engine programs and FileLayout definitions such as writing data to a file, reading from flat file by adding new
Sections, Steps and Actions.
•
Ran System Audit Reports to compare data structures defined in the People Tools tables against the underlying database to uncover inconsistencies.
•
Performed Vanilla Comparison test between our demo database and our copy of production to identify customization and analyzed the reports.
•
Involved in the design strategy and implementation of loading the data from Legacy HR.
•
Developed main SQR to convert legacy system data to PeopleSoft Application tables. SQR functionality included data validation, processing, and
error handling procedures.
•
Written SQR programs to read data files (Flat files).
•
Involved in customization of records, pages, components and menus. Customized and created record definitions, designed new page (Summary
pages) to display additional information and used People code to incorporate validation rules according to the specifications.
•
Involved in automating the manual process using Work Lists and Email (Workflow Administrator).
•
Modified existing Report Formats and added new Reports using PS/Query to generate reports of the customized application as per the user
requirement.
•
Involved in creating, validating and setting Component Interface Security and used the interface keys, properties, collections and methods.
•
Used Process Scheduler/ Report Manager for scheduling different processes.
•
Developed run control pages and components to get user input and added different process.
•
Worked in both Student Financials and Student Record module.
•
Developed Component Interfaces and programmed in PeopleCode by generating PeopleCode template and used several classes.
• Worked extensively in PeopleCode using various PeopleCode functions and events for data processing through pages.
• Develop, modify and test interface programs and reports on using SQR to load and update data.
• Create Run control pages and records using PeopleTools with the input and sort parameters to run the reports through the Process
Scheduler.
• Written SQRs, customized existing SQRs and attach processes to pages, components
• Written SQR programs to calculate due date by each student billing tuition calculations, grants schedules, direct lending, disbursement and
reconciliation reports
• Used data mover for loading the student data and used process scheduler to handle users request to execute the batch programs and
reports.
• Used trace folders in order to trouble shoot some of the errors that have to rectify.
• Used Application engine in writing new reports and used as a development tool.
Provide technical support to other Developers in the team.
Environment: PeopleSoft Student Administration 8.0/8.9 (Financial Aid, Student Financials, Admissions, Student Records, Campus Community, General
Ledger) ORACLE, PeopleTools, PeopleCode, Application Engine, component interface, SQR, Crystal Reports, UNIX and Windows NT.
University of Phoenix, Phoenix, AZ
Aug 2004 – Oct 2005
PeopleSoft Consultant
Role:
•
Involved in implementation and Fit Gap Analysis of Student Administration Applications- Student Records, Financial Aid and Student Financials
•
Involved in collecting/gathering of the Requirements/Needs of the Student Administration Module (Student Records, Financials and Financial Aid)
•
Wrote a SQR Program to check the student listed for Work study are having valid SSN and their Employee Ids and to check the Offered and
Accepted work Study Award
•
Involved in conversion of data to load and unload Student Record Tables using SQR’s from the legacy system and excel sheets
•
Wrote SQR for Package and Dispersed module to extract the records from Tab Delimited text files and update the calculated amount for respective
tables
•
Worked with Student Records to extract and to update the data to the respective tables
•
Make effective use of technical tools to develop effective solutions: conversion programs, data mappings, components, tables, pages, reports,
interfaces, performance and tuning
•
Coordinated security testing and setup of security tables, and maintain the same with different instances
•
Involved in the configuration and setting up of PeopleSoft Internet Architecture (PIA)
•
Did modifications of Table Structures and Customization of templates
•
Involved in Campus Community Duties like Effective Communications Management and also in Efficient Event Planning
•
Involved in maintaining all the database instances uniform and unique (DEV, TST, STG and Production Environment- PRD)
•
Worked with Campus community Data, Enrollment of Students, Term Histories etc..
•
Wrote SQR program to calculate automated Billing for each term with Previous and current Balances and set messages to say to pay the due
balances within the time and the effects for not paying the balances and issues
•
Involved in creating functional specs for reports, interfaces, and customizations, and identified cross-functional issues for resolution with other areas,
including Admissions, Student Records, Financial Aid, and PeopleSoft Financials. Lastly, involved in identifying functional conversion requirements
and reporting needs.
•
Involved in migrating the data and objects between the environments (DEV, TST, STG and PROD)
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
•
•
•
•
Wrote a SQR Program to Bridge the gap between HR and PeopleSoft for work study
Involved in defining a process for resolving duplicates and developing departmental Search/Match guidelines for accepting or adding a person in
PeopleSoft.
Involved in Setting up Financial System -Billing process for all terms which gives the total balance to be paid by every student which excludes the
Financial Aid and any other awards for the current term
Setting up Academic Calendars, Dynamic Classes, Level/ load Tables and setting up academic Programs
Carried out the Project Plan for whole year/month and make adjustments plans accordingly for Student Financial, Financial Aid, Admission and
Records.
Responsibilities included -- developing information for test scripts, Define security requirements, Recommend policy change
Create and execute test plans (system, integration, and end-user acceptance tests).
Responsible for executing the activities associated with application analysis, table build, and testing for the software development and roll out
Environment: Student Admin 8.0 (Financial Aid, Student Financials, Admissions, Human Resources, Student Records, Campus Community), PIA,
Peoplecode, PeopleTools, Web Logic, Tuxedo - App Server, Win 2000 Server, Oracle
Target, Minneapolis, MN.
Jan 2003 – Jul 2004
PeopleSoft Technical Consultant.
PeopleSoft Support, Maintenance for Upgrade from 7.5 to 8.16 / 8.16 to 8.8 project.
Role:
•
Involved in converting customized panels into pages and panel groups into components.
•
Involved in creating permission lists, users, roles and assigned roles to users (Maintain Security).
•
Designed and developed several new SQR Reports in PeopleSoft HRMS 7.5 to 8.x and edited several reports in 8.x.
•
Involved in creating Application Engine programs and FileLayout definitions such as writing data to a file, reading from flat file by adding new
Sections, Steps and Actions.
•
Ran System Audit Reports to compare data structures defined in the People Tools tables against the underlying database to uncover inconsistencies.
•
Performed Vanilla Comparison test between our demo database and our copy of production to identify customization and analyzed the reports.
•
Involved in the design strategy and implementation of loading the data from Legacy HR.
Developed main SQR to convert legacy system data to PeopleSoft Application tables. SQR functionality included data validation, processing, and
•
error handling procedures.
•
Written SQR programs to read data files (Flat files) and loaded it into PeopleSoft benefit tables and these reports are written to handle rejected rows
and to produce report
•
Involved in customization of records, pages, components and menus. Customized and created record definitions, designed new page (Summary
pages) to display additional information and used People code to incorporate validation rules according to the specifications.
•
Involved in automating the manual process using Work Lists and Email (Workflow Administrator).
•
Modified existing Report Formats and added new Reports using PS/Query to generate reports of the customized application as per the user
requirement.
•
Used Process Scheduler/ Report Manager for scheduling different processes.
•
Developed run control pages and components to get user input and added different process.
Environment: People Soft HRMS 7.5 / 8.16 / 8.8, Payroll, HR, Benefits Administration, ePay, eProfile, eBenefits, eRecruit modules, PeopleTools
8.45, SQR, Oracle 9i, UNIX, Windows NT.
GE, Albany, NY.
April 2002 – Dec 2002
PeopleSoft Technical Consultant.
Maintenance, Support and Customization for Implementation of People soft HRMS 8.16 Project.
Role:
•
Involved in design, development, enhancement and maintenance of PeopleSoft HR, Base Benefits and Payroll.
•
Used Application Designer to modify existing records, pages, and menus and wrote People Code to support application.
•
Involved in the Data mapping, Data conversion and Data loading from the external system into people soft tables.
•
Written conversion reports using SQR to load data into PeopleSoft Payroll tables.
•
Created Run control panels, panel groups, attached them to required menus through Application Designer and made them available to various
operators through Maintain Security to have the reports run under Process Scheduler.
Used Application Engine to perform background SQL processing against the database.
•
Involved in Setup of Eligibility rules and Plans in Benefits Administration.
•
•
Worked on PS_Pay_Calender, PS_Pay_Check, PS_Job, PS_Personal_Data, PS_PersNid tables and Generated reports by PayGroup, RunId in Payroll
Module.
•
Designed and Developed Inbound Interfaces and processing procedures for processing and Loading Employee Benefits, Deferred Compensation,
Loan and 401K Contributions and Vacation Buy and Health & Welfare information in to PeopleSoft Tables.
Developed new SQR reports from scratch like, Number of employees in each Benefit Program, and List of employees in each major Benefit Plan,
•
like Medical, dental, and Life Insurance etc.
•
Used Process Scheduler to Schedule the process at a specific time and run recursively on the server periodically.
•
Used Process Monitor to find out the status of the process.
•
Created Users, Roles and Permission list for users by using Maintain Security.
•
Tuned SQR’s to improve performance-using advance SQR features like Load lookup and Arrays.
Environment: PeopleSoft HRMS 8.16 (HR, Benefits, Payroll, Time & labor), People Tools 8.12, SQR, Crystal Reports, Oracle and UNIX.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
Areas of Expertise
Project Experience
ƒ PeopleSoft Campus Solutions
Versions 8.x/9.0
ƒ PeopleSoft HRMS Versions 8.9
•
8.8, 8.3, 8.0, 7.5
ƒ Implementations/Upgrades
ƒ Enterprise Resource Planning
•
(ERP)
•
•
PeopleSoft Experience
• Campus Solutions
• Campus Community
• Recruiting & Admissions
• Academic Advising
•
• Student Financials
• HR
•
• Benefits
•
• Payroll
Sam Islam
Over 8 years of experience in PeopleSoft having strong skills in Functional Analysis,
Design, Development, Upgrading & Implementation of PeopleSoft in Multi-Tier
Environment using PeopleSoft 8.x/9.0 (PeopleSoft Campus Solutions(Campus
Community, Recruiting & Admissions, Academic Advising) & PeopleSoft HRMS (HR,
benefits, Payroll, Benefits Administration, Time & Labor, e-recruit, e-pay, e-development,
Student Administration, Self-Service)
Experience in working with PeopleTools - Application Designer, Application Engine,
Application Messaging, Application Packages, PeopleCode, Process Scheduler, SQR,
Upgrade Assistant and PS-Query
Experience in Fit Gap Analysis , Current System Business Process , Process Flows ,
Security , Issues , Defects , Reports information and mapping to Future system with
certain definitions like Gap , Adequate , In Adequate
Excellent Analytical, Organizational, Interpersonal and Communication skills.
Experience in Functional Design provides Solution , Business Rules , Data Requirements
, Reports, Interfaces , Frequency / Timings , Dependent Process , Impacted Process
,Audience, Legislative Requirements , Security Requirements ,Conversion Requirements ,
Acceptance Criteria information
Experience with PeopleSoft Campus Solutions Upgrades & Integration of systems through corporate
mergers
Strong documentation and written presentation skills, and developed various
functional and technical specifications with Test Plans and Procedures
Excellent proven Leadership skills acquired being a senior member and handling
multiple tasks at work.
• Time and Labor
• Upgrades
Education
Bachelor of Science in Information Technology
Industry
ƒ Education
ƒ Public Sector
ƒ Information Services
Professional Experience
Minnesota State University, Mankato, MN
Jan’08 to Current
Functional Consultant
People Tools
• Application Designer
• Query (8.0 / 8.4x)
• Security Admin. ( 8.x/ 8.4x)
• Data Mover /Import Mgr/ Message
Agent
• Workflow (version 7.5 / 8.0 / 8.4)
• Process Scheduler
• Application Engine
Integration Tools
• Integration Broker
• Component Interface
• Application Messaging
• Business Interlink
Reports Experience
• SQR (Advanced)
• Crystal Reports
•
•
Was responsible for the setup, design and implementation of the Student Record,
Admissions & Campus Community module
Carried out analysis and feasibility studies of the Student Administration Modules and
was responsible for creating functional project documents.
Discussed with the functional end users, advisors, executive management and technical
staff on functionality aspects of implementation and provided impact analysis for Project.
Worked closely with the Admissions functional and technical team to ensure all
functional/technical specifications were completed on both ends and clearly documented
Worked with HRMS team to make sure setup tables were already defined as regulatory
regions, jobcodes, joblocations, disabilities, were to be used from the exisiting HRMS
module.
Involved with the design and setup of Course Catalog and schedule of classes for Student
Records
Analyzed the transfer credit policy of university to setup Transfer credit processing.
Evaluated letter codes, groups, 3C categories and speed keys for Communication
implementation in the 3C engine
Reviewed various grade schemes for Grade setup in Student Records
Worked with Faculty, Advsiors,Transcripts and Registrar’s office to evaluate and setup
degrees and transcripts in the system.
Worked with Advising staff in understanding course structure, degree options, plans,
sub-plans to create appropriate course lists.
Educated Technical developers on some of the components that Academic Advising
shares with Student records such as Academic/Enrollment Requirement, Groups, Course
Lists etc.
Educated team on some setup pitfalls such as during setup to establish pages in reverse
order such as first defining courselists,then academic requirements and finally
Requirement groups than vice versa.
Worked with Admission & Registrar office every semester to setup various
exceptions/overrides as alternatives, for courses not offered during a particular
semester.
Setup communcations in 3C engine to manage various institutional contacts, checklists
|
Alpharetta, Georgia 30004
•
•
•
•
•
•
•
•
•
•
•
•
Databases
• Oracle 8/8i/9/9i,
• SQLServer7.0/2000
•
• DB2
2905 Jordan Court Suite B-219
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Operating System
•
• Windows 95/98/2K/XP
•
•
•
•
•
•
•
•
and subsequent comments in self-service.
Setup Service indicators to Hold transcripts and deny class registration for students who
had unpaid/Balance Fees as per the request of Financial Aid department
Worked on setting up FERPA Privacy Control for currently enrolled students.
Setup Student and Exchange Visitor Information System (SEVIS) visa processing for
International Students in the University
Created functional documents for reports such as listing visa status that were to expire at
the end of current semester.
Created Functional documents for various SQR reports such as PER 032, PER 033 as per
user requirements.
Responsible for assessing progress of development and testing activities
Responsible for helping manage the quality assurance process across multiple
implementation teams
Assisting as a Solution Architect for Campus Community, Admissions and Student
Records modules and ensuring the teams are on track.
Responsible for ensuring Data Conversion team is kept on track
Johnson County Community College, Overland Park, KS
May’ 06 to Dec’07.
Functional Consultant
•
•
•
•
•
•
•
•
•
•
•
•
Discussions with the end users on functional aspects of the Student Administration
Modules.
Designed interfaces with third party systems.
Designed and implemented a conversion process from legacy to PeopleSoft.
Worked on incorporating various fee waivers to the tuition group.
Worked on setup of Deferral Contracts for Payment Plan setup.
Setup administrative fee and charges setup in Deferral Contracts
Reviewed with Financial aid various Payment Plans offered to students and accordingly
setup various Payment Plans calculation methods such as Lump sum Payment,
Calculated Payment etc.
Designed the Financial aid and Academic Advising appointments process. The process
automatically assigns incoming freshman financial aid appointments and Academic
advising appointments with their advisor. Care had to be taken so that the times do not
conflict. Random number generator was used for this purpose. Also had to create setup
pages to enter the academic advising and financial aid session timings.
Automated the Incoming freshman residential college assignments. All incoming
freshman are assigned residential college assignments and this has to be done randomly.
Analyzed applicable State Regulations and designed Reporting/Implementation
programs as per the requirements.
Designed various complex Reports. Reports included data like Assignment by Ethnicity,
Academic Program, Interfacing with State Regulations, High School Type, Citizenship
and state of residence.
Involved in functional testing and functional production support
University Of Missouri, Kansas City, MO
Dec’ 04 to Mar’06.
Functional Consultant
•
•
•
•
•
•
•
•
•
2905 Jordan Court Suite B-219
|
Involved in Fit Gap Analysis and implementation of Student Administration
Applications- Student Records, Financial Aid and Student Financials
Involved in collecting/gathering of the Requirements/Needs of the Student
Administration Module (Student Records, Financials and Financial Aid)
Worked with Faculty, Advsiors,Transcripts and Registrar’s office to evaluate and setup
degrees and transcripts in the system.
Was Involved in discussions with Financial aid department for establishing Tuition
groups, Term Fees, Course and Class fees for setting up Tuition calculator .
Worked on incorporating various fee waivers to the tuition group.
Worked on setup of Deferral Contracts for Payment Plan setup.
Setup administrative fee and charges setup in Deferral Contracts
Reviewed with Financial aid various Payment Plans offered to students and accordingly
setup various Payment Plans calculation methods such as Lump sum Payment,
Calculated Payment etc
Designed SQR Programs to check the student listed for Work study are having valid SSN
and their Employee Ids and to check the Offered and Accepted work Study Award
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
•
•
Analyzed and designed processes for Campus Community Duties like Effective
Communications Management and Efficient Event Planning
Designed and implemented SQR program to calculate automated Billing for each term
with Previous and current balances and set messages to say to pay the due balances
within the time and the effects for not paying the balances and issues.
Setup Academic Calendars, Dynamic Classes, Level/ load Tables and setup academic
Programs
Carried out the Project Plan for whole year/month and make adjustment plans
accordingly for Student Financial, Financial Aid, Admission and Records.
Involved in creating functional specs for reports, interfaces, and customizations, and
identified cross-functional issues for resolution with other areas, including Admissions,
Student Records, Financial Aid, and PeopleSoft Financials. Lastly, involved in identifying
functional conversion requirements and reporting needs.
Worked as a liaison between Functional Team/Client/Users and the Technical Team.
State of Ohio, OAKS, Columbus, Ohio
Jan’04 To Dec ‘04
Techno-Functional Consultant
•
Part of Supporting Day to day production issues
•
Modified/Created SQRs for NA Payroll and Benefits Interfaces
•
Customized HR Self Service Modules such as e-recruit, e-profile, e-benefits and e-pay.
•
Extensively worked on Customization/modification of Records, pages, Components,
Menu, Component Interface. Application Engine and Workflow definitions.
•
Business rules are implemented using People code.
•
Customized pages, records and implemented People soft HR self-services
•
Designed a Component interface to JOB component for calculating pay rate components
on Compensation Panel
•
Designed and developed/Modified SQR Reports for Benefits Module, for conversion
programs to convert data from legacy data to PeopleSoft Database.
•
Designed & developed various inbound & outbound Interfaces using SQRs &
Application Engine
Ohio Department of Public Safety, Columbus, OH
Jun’03 to Dec’03
Techno Functional Consultant
Responsibilities:
•
•
•
•
•
•
•
•
•
Re-implemented (HRMS v7.x to v8.3) Involved in applying on-line customizations,
developing/customizing Application Engine and SQR programs for PeopleSoft HRMS
Re-implementation
Reimplementation of the PeopleSoft 7.x HRMS (HR, Payroll and Benefits Administration,
Student Administration) Modules to 8.3 Version based on Organizational needs and
requirements.
Performed interfacing, conversions, data migration and report writing (using People
Code, People Tools and SQR).
Extensively used PeopleSoft Application designer, Report Manager, Process Scheduler,
PeopleSoft Query and other development tools.
Extensively applied Peoplecode validations. Developed generic Peoplecode function
library programs for various tasks, for example, implementing field level security based
on end user roles.
Worked extensively in the HR modules Training, Time and Labor, Base Benefits, Payroll
Interface.
Created new objects (Fields, Records, Pages, Components, Menus and Images) and
enabled the security for new pages.
Tax Updates and w2 –Year end process in payroll.
Developed SQR’s to extract employee data, calendar information, and vacation, leave,
and sick accruals.
Houston Community College, Houston, TX
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Jan’02 To Jun’03
PeopleSoft Techno Functional Consultant
•
•
•
•
•
•
•
•
•
•
Responsibilities:
Customized and Developed PeopleSoft Objects such as Pages, Components and Menus
as part of Version 8 upgrade.
Made possible Functional / Technical changes to programs as part of Version 8 Upgrade
Identifying strategies in the analysis phase for Conversion of HR, Base Benefits history
data from Tessaract and EIS legacy systems into PeopleSoft application tables.
Customized / Developed impacted PeopleCode programs due to Version 8 upgrade
Applied Updates, patches and fixes
Implemented Security using Security Administrator and Object Security to restrict users
to their work area.
Used Application Engine and PeopleCode for batch processes.
Ran the time Administration, Load T/L, Pay Sheet, Pay Calculation, Pay Confirmation
and Leave Accrual Process for Payroll and Time and Labor modules
Designed and developed interface specifications for Benefit Elections in Open Enrollment
Process.
Implemented and tested Open Enrollment Process.
Client: V I S, Inc.,
Jun’01- Dec’01
PeopleSoft technical consultant
V.I.S is a staffing and telecommunications services firm. It is the first company to implement
PeopleSoft’s staffing solution that significantly reduces administrative costs for the staffing
industry. It uses it to efficiently process 20,000 customer invoices and over 40,000 paychecks every
week. Staffing Back-Office unites time collection, payroll and billing into one streamlined and
integrated process, consolidating operations and improving efficiency. Its pay-to-bill linkage
increases flexibility and accuracy in time entry and invoicing, based on user requirements.
•
•
•
•
•
|
Alpharetta, Georgia 30004
•
•
•
•
2905 Jordan Court Suite B-219
Responsibilities:
Developing and Coding of new SQR's for running Interface programs after Merges and
Exporting data from database to the other( People soft payroll reports).
Gathering requirements from the End User, analyzing the process flow, creating and
modifying Reports, coding new SQR programs as per the requirement.
Developed interface SQR programs like Retirement, Criterion (employee and history)
outbound interface, ‘Vytra’ (health interface), lump-sum amount of earnings balances
to post in General Ledger for Financials& Annual benefits enrollment statement for an
employee (Internal).
Upgrading the PeopleSoft HRMS 7.5 to 8.0 by using the Upgrade Assistance.
Identifying Fields and Tables that were changed from Ver. 7.5 to Ver. 8.0 and making
necessary changes to the Client's Customized SQR’s in order to perform in PeopleSoft 8.0
Environment.
Developed / Customized the following reports:
Active employees report
Employee Expense Details Report
Hours and Earnings by Category and Status report
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Sarat Chandra Durgam
Professional Summary:
•
Around 11 years of IT experience, which includes 9 years as PeopleSoft Consultant.
•
Having good experience of various modules in PeopleSoft HRMS/HCM (HR, Payroll, Benefits, Benefits Administration, Time & Labor, ePay, e-Profile, e-Profile Manager Desktop, e-Recruit & e-Benefits) and PeopleSoft SIS (Student Records, Student Admissions, Campus
Community, Student Financials & Student Self-Service).
•
Expertise using People Tools such as Application Designer, Process Scheduler, Application Engine, Component Interface, File Layout,
Application Messaging (Integration Broker), Service, Service Operation, Workflow, Application Package, Data Mover, Process Monitor, and
PS Query.
•
Worked on developing new reports, customizing/debugging existing SQR reports.
•
In depth understanding of PeopleSoft Internet Architecture (PIA) and Security.
•
PeopleSoft experience includes implementations, upgrade projects, extensive development, testing, developer training and technical
management.
•
Very good at Analytical thinking, Troubleshooting, Communication skills and capable of working well as a team member and independently.
•
Always willing to learn and implement new technology quickly.
Education:
BS in Engineering.
Technical Skills:
PeopleSoft HRMS 7.5/8.0/8.3/8.8/8.9 (HR/Payroll/Benefits/Benefits Administration/T&L).
ERP
PeopleSoft Campus Solutions 8.9
(Student Records/Admissions/Financials/Campus Community)
: Windows XP/2000/NT/98/95, MS-DOS and UNIX.
Operating Systems
: SQR and PS/Query.
Reporting Tools
Programming
Languages
: People Code, PL/SQL, C and PASCAL.
: Application Designer.
GUI
Integration Tools
: PeopleSoft Integration Broker, Application Engine, Component Interface and File Layout.
: Process Scheduler, AUTOSYS and MAESTRO.
Scheduling Tools
: Oracle 10.2/8.1.7/8.0/7.x, SQL Server 7.0, DB2/UDB for OS/390 and MS-Access.
Database
Migration Tools : STAT, Xpedio, Mercury ITG, Quality Center and PVCS.
Query Tools
: Toad, SQL Plus, SQL Navigator, Aqua Data Studio and WinSQL.
Software
Professional Experience:
: Lotus Notes and MS Outlook.
Project#1
Client: The Ohio State University, Columbus, OH
Title: PeopleSoft Campus Solutions Technical Consultant
Development, Customization and Production Support of Campus Solutions 8.9
Apr’09-till date
Description: The Ohio State University is a world-class public research university and the leading comprehensive teaching and research institution in the
state. Ohio State is a multi-campus university with a main campus in Columbus. With more than 60,000 students, 18 colleges, and 170 majors, the
university offers its students tremendous breadth and depth of opportunity in the liberal arts, the sciences, and the professions. The project is aimed at the
development, customization and production support of PeopleSoft Campus Solutions. Extensively used People Tools such as Application Designer,
Application Engine, Component Interface, Application Package, SQR, PS Query, Data Mover, SQL and File Layout.
Environment: People Tools 8.49.09, PeopleSoft Campus Solutions 8.9 (Student Records/Study Abroad/Campus Community/Self Service)
Responsibilities:
•
Designed and developed an Inbound Interface to insert/update Transcript Text data using Application Engine, Component Interface and
File Layout.
•
Designed and developed a batch Application Engine process to insert missing external degree codes using Component Interface.
•
Developed Technical Specification documents as part of new design and development.
•
Wrote PeopleCode to prevent most users from adding additional future dated rows to CPP stacks once complete.
•
Designed and developed an Inbound Interface to load Student Advisor data using Application Engine, File Layout and Component
Interface.
•
Wrote PeopleCode in several events to validate and to attain the business functionality.
•
Designed and developed an Application Engine conversion process to update Academic Plan for specific Plan Types using Component
Interface.
•
Designed and developed Grade Upload Webservice using Application Package, Service and Service Operation.
•
Used ExceltoCI utility to insert/update data for simple Component Interfaces.
•
Provided technical support and functionality enhancements to improve efficiency of processes.
•
Designed and developed an App Engine process for Post Graduation Enrollment using Component Interface.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
•
Involved in analysis and set up of run controls to schedule the jobs in AUTOSYS.
Created Enrollment Transaction Inquiry component to display the data of Enrollment Transactions, Student Enrollment, Grade Change Audit
Data and wrote PeopleCode to attain business functionality.
Involved in production support.
Created queries for users as per the business requirement.
Created Fields, Records, Views, Pages, Components, registered them to required menus through Application Designer and made them
available to various users through Security Administrator.
Project#2
Client: The Ohio State University, Columbus, OH
Title: PeopleSoft Technical Team Lead Consultant
Integration of Study Abroad Functionality into PeopleSoft Campus Solutions 8.9
Mar’08-Mar’09
Description: The project is aimed at the integration of Study Abroad Program Functionality into PeopleSoft Student Information Systems/Campus
Solutions. Extensively used People Tools such as Application Designer, Application Engine, Component Interface, SQR, PS Query, Data Mover,
SQL and File Layout. The project involved AGILE development.
Environment: People Tools 8.49.09, PeopleSoft Campus Solutions 8.9 (Student Records/Student Admissions/Student Financials/Campus
Community/Self Service)
Responsibilities:
•
Designed the entire project by creating requirements documents from analysis meetings with the business sponsors and users.
•
Developed Functional and Technical Specification documents as part of Agile development.
•
Performed Project Management responsibilities for technical team including project work plan management, change management, status
reporting and issue resolution processes.
•
Integrated and Automated OSU Study Abroad Program Functionality into PeopleSoft Campus Solutions.
•
Selected, sourced and managed technical team supporting client resources
•
Performed fit/gap analysis, designed gap strategies and recommended business process changes to take advantage of delivered functionality.
•
Designed and developed Self Service Study Abroad Program Application for the student and provided the maintenance access of the same
to OIA Staff, Program Coordinators and Reviewers.
•
Worked with the technical team and wrote PeopleCode in several events to validate and to attain the business functionality.
•
Designed and developed a batch Application Engine process using Component Interface to update the Study Abroad Program and to Mass
Enroll the students into IS697.
•
Designed and developed a batch Application Engine process using Application Library to GROUP POST Student’s Program fee, Program
Deposit, Tuition credits and Cancellation Charges.
•
Provided technical support and functionality enhancements to improve efficiency of processes associated with Study Abroad Program.
•
Developed Mass Change to Create User Profiles, Assign roles for Reviewers and Students automatically using USERPROFILE process.
•
Designed a batch Application Engine process to update the Statuses of App Fee, Program Fee, Program Deposit and Cancellation Charges.
•
Involved in setting up Security (Permission Lists, Roles and User Profiles) to OIA staff, Reviewers, Program Coordinators and students.
•
Coordinated development and testing efforts between the team members.
•
Conducted end-user training session and provided troubleshooting during parallel testing.
•
Resolved issues and change requests by providing Production Support.
•
Created Fields, Records, Views, Pages, Components, registered them to required menus through Application Designer and made them
available to various users through Security Administrator.
Project#3
Client: The Ohio State University, Columbus, OH
Title: PeopleSoft Campus Solutions Technical Consultant
Implementation of PeopleSoft Campus Solutions 8.9
Mar’07-Feb’08
Description: The project is aimed at the implementation of the PeopleSoft Student Information Systems/Campus Solutions. Extensively used People
Tools such as Application Designer, Application Engine, Component Interface, Application Package, SQR, PS Query, XML Publisher, SQL and
File Layout.
Environment: People Tools 8.48.07, PeopleSoft Campus Solutions 8.9 (Student Records/Student Admissions/Student Financials/Campus
Community)
Responsibilities:
•
Involved in writing Technical Specifications during the Design phase of the project by gathering functional requirements.
•
Designed the entire Commencement Process of OSU.
•
Designed and created a batch App Engine process and validated the data using Component Interface to drop failed audit courses.
•
Designed and developed a batch App Engine process to insert the PeopleSoft data into Athletic System Database as part of Student Athlete
Record changes.
•
Designed and created an Inbound App Engine process to Update/Insert data in Student Milestone component using Component Interface
and File Layout.
•
Developed a Custom Commencement Component for OSU and wrote PeopleCode in several events to attain the business functionality.
•
Designed and created an SQR process to identify all students meeting the criteria of the Part Time Dean’s List and post the Honors and Awards
notation to the student’s record.
•
Created a custom set up Department Data page, Component and attached it to the Menu.
•
Designed and developed a batch App Engine process for Intra-University Transfer Campus Changes and validated the data using Component
Interface.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Wrote PeopleCode to incorporate the logic of Recurring Meetings in Campus Event Planning.
Customized Campus Event and Meetings Components and added PeopleCode in several events to validate the business data.
Developed a batch App Engine process to insert the Tuition Payment status into Custom record.
Developed Application Packages to use in App Engines and online PeopleCode.
Created a custom set up Diploma and Department Data page, Component and attached it to the Menu.
Designed and developed a batch App Engine process using set processing technique to Clean up the Term Rolls.
Designed and developed a batch App Engine process to update the Student data in Athletic System Database with the PeopleSoft data as per
the business logic.
Designed and created an SQR process to update the fields of custom Commencement Table to attain the business functionality.
Created SQR to Print the Demographic Report of OSU Athletic System Database.
Customized Self-Service Student Evaluation of Instruction (SEI) and added pages, PeopleCode as per the client’s requirements.
Customized Self-Service To Do List Campus Personal Information component and added PeopleCode to attain the business functionality.
Designed and Created an Inbound interface using App Engine, File Layout and Component Interface to load the Test Post Scores File data
obtained from different tests.
Developed an inbound App Engine process to update Term Fee rates using File Layout and Component Interface.
Customized Class Schedule Report (SR201) as per the client requirements.
Developed a batch App Engine process
¾ To identify students who have been admitted that need to have either provisions or conditions or both calculated.
¾ To assign a specified checklist/checklist item to the selected population.
Develop a batch App Engine process for assigning active collection accounts to one or more different collectors on a schedule determined by
the Office of the Treasurer.
Developed a batch App Engine process using Set Processing Technique to Drop Students Enrollment for Non-Payment of Fees.
Customized External Academic Summary Component and wrote PeopleCode to validate the data as per the client’s requirements.
Added PeopleCode logic on several records to trigger 3C when transactions are performed.
Customized delivered batch Term Roll (SRROLL) Process to include the logic of roll scheduled rooms forward from one term to the next.
Designed and developed SQR to print the Custom Advising Report.
Customized Student Academic Program/Plan Component to attain the business functionality of OSU Commencement.
Created an Activity page that allows staff to see history of the applicant and wrote PeopleCode as per the business logic.
Designed and developed SQR to print Missing Grade Report.
Customized Degree Table and Degree Honors Table Components as part of OSU Commencement.
Developed unit test documents for every design.
Created Record definitions, Page definitions, Components, attached them to required menus through Application Designer and made them
available to various users through Security Administrator.
Dec’06-Mar’07
Project#4
Client: State of Ohio, OAKS, Columbus, OH
Title: PeopleSoft HCM Technical Consultant
Implementation of PeopleSoft HCM 8.9
Description: The project involved full life-cycle implementation of PeopleSoft HRMS with Accenture. The project is aimed at the development and
customization of the PeopleSoft HRMS module as per the requirements of the client. Worked extensively with People Tools such as Application
Designer, Application Engine, Component Interface, SQR, PS Query and File Layout.
Environment: People Tools 8.46.07, PeopleSoft HRMS 8.9 (HR/Payroll/Benefits/Ben Admin/Time & Labor/e-Pay/e-Benefits), Tuxedo6.5/Jolt 1.2,
Web logic 5.1, Oracle, UNIX and Windows NT.
Responsibilities:
•
Designed and developed a batch process Application Engine program to Update POSN_STATUS field in POSITION_DATA table using Set
Processing technique.
•
Developed ad-hoc query for OBM to monitor Position Status.
•
Developed an SQR process for Benefits Administration to insert the new effective dated row into JOB, JOB_JR, COMPENSATION and
OH_OHIO_JOB tables.
•
Resolved the issues related to online Create COBRA Non-Employee.
•
Customized CBR001.SQR to include the SSN and Employee Id on the COBRA Initial and Secondary Letters.
•
Customized BEN040.SQR Non-COBRA Billing Statements as per the client requirements.
•
Designed and developed a batch process Application Engine program to Update OPTION_CD field in BAS_PARTIC_PLAN table using Set
Processing technique.
•
Developed ad-hoc T&L Queries for the users to obtain the information irrespective of the pay period being processed.
•
Developed an Application Engine program to update ELIG_CONFIG1, ELIG_CONFIG2, ELIG_CONFIG3, ANNL_BENEF_BASE_RT and
BAS_GROUP_ID fields in JOB table by Set Processing technique.
•
Customized View Paycheck page to make it printer friendly by adding a button on the page and wrote people code to attain the business logic.
•
Developed a Standard Deduction Outbound Interface Application Engine program using File Layout to support general deductions withheld
for various insurance, credit unions and loan payments not related to a benefit plan.
•
Wrote people code to attain the business functionality for the run control pages of Print Confirmation and Enrollment Statements.
•
Customized Benefits Enrollment page by adding people code
•
Modified Print Confirmation Statements SQR as per the client requirements.
•
Created Record definitions, Page definitions, Components, Run control records/pages, attached them to required menus through Application
Designer and made them available to various operators through Security Administrator to have the reports run under Process Scheduler.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Project#5
Client: The Ohio State University, Columbus, OH
Title: PeopleSoft HRMS Technical Consultant
Upgrade and Customize PeopleSoft HRMS 8.0/8.9
May’06-Dec’06
Description: The project is aimed at the upgradation and customization of PeopleSoft HRMS from 8.0SP1 to 8.9. Worked extensively with online
PeopleCode, Application Designer, Application Package, Component Interface, SQR and Application Engine.
Environment: People Tools 8.18.07/8.46.07, PeopleSoft HRMS 8.0 SP1/8.9 (HR/Payroll/Benefits), Tuxedo6.5/Jolt 1.2, Web logic 5.1, Oracle, UNIX
and Windows NT.
Responsibilities:
•
Designed and customized Application Engine programs Update Personal Data Future HR_PERSDATA and Refresh Personal Data
PERS_REFRESH to update the OSU fields in PERSONAL_DATA table.
•
Added people code in several events and customized the Component Interfaces to fix the problems involved with Personal Data and POI
related to COBRA.
•
Customized Create Job Opening and Find Job Opening pages and wrote online people code along with the modifications in Application
package to attain business functionality.
•
Involved in customization of Earnings table component and added people code to validate the data.
•
Worked on Personal Data Component to include OSU Campus Address page and added people code to attain business logic.
•
Customized pages related to JOB DATA Component and added people code as per OSU requirements.
•
Involved in customizing Pay Check Component to include OSU fields and added people code to validate the data.
•
Extensively worked with PeopleCode while reapplying the customizations to the bolt-on, customized and delivered objects.
•
Customized the pages related to the Job Code Table Component, modified people code and resolved the issue with Defaulting Rule
Component Interface CI_CMP_RULE_DEFN.
•
Resolved many Upgrade Issues with Job Opening, POI related to Job Data, Personal Data, Benefit Program Participation and BAS activity.
•
Worked on Setup Task Profile Page to populate appropriate OSU values for Combo Code.
•
Involved in developing SSN Change History custom Component with custom objects and attached it to the Menu.
•
Customized Approve Payable Time Component by adding people code in the appropriate events.
•
Modified Fiscal Year Appointment Length Table page and changed the navigation.
•
Involved in Designing and developing FMLA Leave Administration.
•
Developed Name Change History custom Component with all the custom objects and attached it to the Menu.
•
Modified Graduate Fee Authorization Setup Table page and changed its navigation.
•
Created Unit Test documents for all the development tasks.
•
Modified Compensation Statements SQR (BEN675OS) as per 8.9 tables.
•
Designed and Customized Alumni Campus Campaign Pledge Card Interface SQR (PER616OS) to include the OSU requirements as per 8.9
Upgrade.
•
Used Xpedio as Version Control Tool for SQR’s.
•
Created Record definitions, Page definitions, Components, Run control records/pages, attached them to required menus through Application
Designer and made them available to various operators through Security Administrator to have the reports run under Process Scheduler.
Project#6
Client: PricewaterhouseCoopers, Tampa, FL
Title: PeopleSoft HRMS Technical Consultant
Development, Customization and Upgradation of PeopleSoft HRMS
Mar’05-May’06
Description: PricewaterhouseCoopers U.S. provides industry-focused assurance, tax and advisory services — building public trust and enhancing value
for public and private clients and their stakeholders. The project is aimed at the development, customization and upgradation of PeopleSoft HRMS from
8.0SP1 to 8.9 for UPAS. Worked extensively with online PeopleCode, Application Designer, Component Interface, SQR, Workflow, PS Query, Upgrade
Assistant and Application Engine.
Environment: People Tools 8.18.07/8.46.08, PeopleSoft HRMS 8.0 SP1/8.9 (HR/Payroll/Benefits), Tuxedo6.5/Jolt 1.2, Web logic 5.1, Oracle, UNIX
and Windows NT.
Responsibilities:
•
Designed and developed Workflow for UPAS Housing Differential from the scratch to send an email to the partners.
•
Wrote online PeopleCode for UPAS Housing Differential and UPAS Loans to validate the data and to attain the business functionality.
•
Developed a batch process Application Engine program for the UPAS Housing Differential to load the Housing data.
•
Developed and customized PDP pages and tables and wrote PeopleCode to attain the business functionality.
•
Designed and developed Workflow for UPAS ESS to send emails to the partners.
•
Customized PDP wire transfer Interface to include the partners, evaluate the Account numbers, generate a flat file to BONY and to produce the
detail, control and error reports.
•
Customized PAY002UP SQR and UPAS Payroll Register SQR to include the partners and to produce the detail, control and error reports.
•
Wrote an SQR for MetLife Inbound Interface to produce reports and an output file.
•
Wrote PeopleCode for UPAS Additional Pay, UPAS General Deduction, UPAS Supplemental form and UPAS Payline to restrict the user
access.
•
Customized Partner Life Insurance Deductions from PS to Minnesota life SQR to evaluate the deduction codes and to produce the detail,
control and error reports.
•
Worked with PeopleSoft Upgrade team in designing, developing, customizing, testing and Upgrading PeopleSoft HRMS System from Version
8.0 SP1 to 8.9.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
•
•
•
•
•
•
•
•
•
Responsible for modifying & upgrading several customized SQR reports from PeopleSoft version 8.0 to 8.9.
Analyzed and modified JOB, EMPLOYMENT and PERSONAL_DATA tables in 8.9.
Worked with PS Vanilla compare reports.
Created a sample database of production for the upgradation and applied patches on the sample database and ran the compare reports.
Worked with SYSAUDIT and DDDAUDIT reports in analyzing the data redundancy and identifying the inconsistencies and orphaned objects.
Involved in meetings in analyzing fit-gap analysis.
Customized several fields, records, pages, components and Menus during upgrade.
Actively involved in the team in solving upgrade issues.
Extensively worked with PeopleCode while reapplying the customizations to the bolt-on, customized and delivered objects.
Worked with User queries and Role queries.
Created Record definitions, Page definitions, Components, Run control records/pages, attached them to required menus through Application
Designer and made them available to various operators through Security Administrator to have the reports run under Process Scheduler.
Used PVCS Version Control to migrate the SQR's between the environments.
Involved in Production Support.
Project#7
Client: Yum Brands! Inc., Louisville, KY
Title: PeopleSoft HRMS Technical Consultant
Development & Customization of PeopleSoft HRMS 8.8
July’04-Mar’05
Description: Yum! Brands, Inc., based in Louisville, Kentucky, is the world’s largest restaurant company in terms of system units with approximately
33,000 restaurants in more than 100 countries and territories. Four of the company’s restaurant brands - KFC, Pizza Hut, Taco Bell, A&W and Long
John Silver’s - are the global leaders with a combined turnover of over 24 Billion US Dollars. The project involved full life-cycle implementation of
PeopleSoft HRMS with Bearing Point Inc. as the technology partners. The project is aimed at the development and customization of the PeopleSoft
HRMS module as per the requirements of the client. Worked extensively with People Tools such as Application Designer, Application Engine,
Component Interface, File Layout, Application Messaging, PS Query and Workflow.
Environment: People Tools 8.44.11, PeopleSoft HRMS 8.8 SP1 (HR/Payroll/Benefits/Ben Admin/T&L), Tuxedo6.5/Jolt 1.2, Web logic 5.1, DB2,
UNIX and Windows NT.
Responsibilities:
•
Developed an Inbound Application Engine to transfer and validate the fixed file VPA to YUM Daily Employee Leave Data from VPA into
JOB and EMPLOYMENT tables using Component Interface.
•
Involved in tuning of Time Administration batch process (TL_TIMEADMIN), submit time and submit all process.
•
Involved in designing Technical documentation highlighting business rules implemented with PeopleCode functions and Pseudo-code.
•
Developed an Inbound Application Engine to transfer and validate the fixed file general deduction information from STARBRIDGE into
GENL_DED_CD and GENL_DEDUCTION tables using Component Interface.
•
Wrote PeopleCode for data validation and to attain the business functionality.
•
Involved in developing an integrated inbound interface between legacy system and PeopleSoft using Application Messaging for HR and T&L.
•
Wrote Republishing PeopleCode in the record field change event to republish the message from the suspense processing.
•
Modified Hire Workforce Activity to include new event for hire, rehire and new salary plan to send an email to the specified roles.
•
Developed an Inbound Application Engine to transfer and validate the fixed file savings and deductions information from CITISTREET
into BENEFIT_PARTIC, SAVINGS_PLAN, GENL_DED_CD and GENL_DEDUCTION tables using Component Interface.
•
Customized HR & Benefits reports using SQR and ran them from Process Scheduler.
•
Developed new SQRs like Rehire Retiree's report and Full Time Student report.
•
Involved in page design including all scroll levels, grids, subpages and secondary pages.
•
Created Record definitions, Page definitions, Components, Run control records/pages, attached them to required menus through Application
Designer and made them available to various operators through Security Administrator to have the reports run under Process Scheduler.
•
Used STAT Version Control to migrate the objects between environments.
Project#8
Client: Bank Atlantic, FL
Title: PeopleSoft HRMS Consultant
Customizing PeopleSoft HRMS 8.8 (HR/PAYROLL/BENEFITS)
Jun’03-July’04
Description: Bank Atlantic is one of the largest and oldest financial institutions in Florida. The project is aimed at the customizations of the PeopleSoft HRMS module as per the requirements of the client. Worked extensively with People Tools such as Application Designer, Application Engine,
Component Interface and Workflow.
Environment: People Tools 8.4, PeopleSoft HRMS 8.8 (HR/Payroll/Benefits, e-Recruit and e-Profile), Tuxedo6.5/Jolt 1.2, Web logic 5.1, Oracle 8.0,
UNIX and Windows NT.
Responsibilities:
•
Implemented new vacation bank namely CTO (Combined Time Off),
o
Developed an SQR to combine all available vacation banks for eligible employees into one new CTO bank and all sick banks into
one new bank namely ESB (Extended Sick Bank).
o
Modified all Vacation Liability Reports for Finance users to include new banks such as CTO and ESB.
o
Modified PAY003 (pay check printing) SQR program to include ESB and CTO in the pay check file.
•
Developed and customized SQRs to calculate Quarterly/Yearly bonus based on the condition provided in specifications which include,
o
Numbers of hours worked,
o
Only Active employees at the time of bonus payout,
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Must be active atleast for the last six months.
o
TALX
o
Developed new Menus, Components, Pages, Records and Fields as per the specifications provided by Vendor (TALX).
o
Developed Employment Verification Interface for TALX.
o
Customized the SQR provided by Vendor to generate Employment-Income verification file after each pay period.
Developed SQR to increase union dues for deduction in GENL_DEDUCTION record for deduction code UDAFS as per the specifications.
Used Process Scheduler for submitting the tasks to accomplish various PeopleSoft jobs like running SQR reports and Application Engine
Programs.
Wrote People Code for data validation and to attain the business functionality.
Created Inbound Application Engine programs to transfer the flat file Salary survey Information into JOBCD_SURVEY Record.
Developed a batch process Application Engine program for the employee workflow, which sends comments/feedback request email to the
employee and his/her manager after 45 days of the initial employment.
Created Outbound Application Engine programs to send the Beneficiary information to various Benefit providers.
Modified HR_EE_PROMOTE Activity and added an event to send an email to supervisor.
Involved in customizing the pages such as Emergency Contact Detail page (HR_EMERG_CNTCT_DET), Email Addresses page
(HR_EMAIL_ADDRESSES), Request Marital Status Change page (HR_EE_MAR_STATUS), Home and Mailing Address page
(HR_BOTH_ADDRESS) in the e-Profile self service application.
Worked with the update resume page (HR_RES_V_UPD_APP) and applied People Code validations which do not allow the applicant to
change values.
Worked with the Component Interface RP_Applicant_Data to insert the data extracted by the Resume Extractor.
Involved in page design including all multi-level scrollbars, search records, menu design and people code as per the specifications based on
organizational needs.
Created Record definitions, Page definitions, Components, Run control records/pages, attached them to required menus through Application
Designer and made them available to various operators through Security Administrator to have the reports run under Process Scheduler.
Created permission lists and Roles for different user systems.
Project#9
Client: Key Bank, OH
Title: PeopleSoft HRMS Technical Consultant
Customizing PeopleSoft HRMS 8.3
Oct’02-May’03
Description: KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $84 billion. Key companies
provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and
companies throughout the United States and, for certain businesses, internationally. PeopleSoft HRMS team is responsible for reviewing, analyzing and
changing the existing customizations for the new environment/ architecture.
Environment: PeopleSoft HRMS 8.3 (HR, Payroll, Base Benefits, Benefits Administration, e-Profile, e-Profile Manager desktop), Resume Processing
People Tools, People Code, SQR, SQL, Web Logic 5.1, Tuxedo 6.5, JOLT 1.2, Oracle 8i, Windows NT and Unix.
Responsibilities:
•
Developed a new Component, Page, Record and Fields for the Employee Gift shop Interface and wrote an SQR report to classify the eligible
employees based on the cost center’s of the bank.
•
Customized the PAY002 report by adding logic to produce YTD amounts for gross pay, net pay, earnings, deductions, and taxes for each
employee. Also added YTD amounts for totals.
•
Involved in setting up the web server configuration file for the external applicants to apply online jobs in the e-Recruit HR Self-Service
application.
•
Involved in customizing the Interview Evaluation Form page (ER_INTVW_EVL_FORM), added customized fields as per the specifications.
•
Involved in customizing pages such as contact details page (HR_RES_A_CONT_APP), Preferences Page (HR_RES_A_PREFS_APP), Current
and Prior Employment Page (HR_RES_A_EMP_APP), Personal Information Page (HR_RES_A_PER_APP), Education Page
(HR_RES_A_EDUCA_APP) according to the requirement of the client.
•
Developed many customized SQR reports/processes to read data from flat files and process Employee Transfers, Terminations, Promotions and
Union Deduction Increases.
•
Created new Run Control Records and customized Pages and attached it to the Process Scheduler to run the SQR reports. Both SQR reports and
SQR processes are created and scheduled to run recursively at a predefined time.
•
Developed new business processes, created work lists and wrote People Code for the Workflow. These include Dependent Notification,
Employee Status Change Notification, and Employee Benefits Enrollment Confirmation.
•
Involved in Technical Fit Gap Analysis by attending meetings with end user team.
• Worked extensively with the Component Interfaces for the integration with third party applications.
•
Involved in incorporating the customizations on existing system to new release and tested those customizations.
Project#10
Client: Weil, Gotshal & Manges LLP, NY
Title: PeopleSoft HRMS Upgrade Consultant
Upgrade of PeopleSoft (HRMS) 7.5 to 8.0
Sept’01-Sept’02
Description: Weil, Gotshal & Manges LLP, now in its eighth decade, is a widely respected law firm, now one of the largest in the U.S. The firm has over
1100 lawyers in 17 offices, including U.S. offices, European offices and an Asian office. This project involves Upgrading People Tools release 7.5 to 8.12
and HRMS application release from 7.5 to 8.0 SP1.
Environment: PeopleSoft HRMS 7.5/8.0 (HR, Payroll, Benefits, Benefits Administration) on Windows NT, People Tools, People Code, SQR, SQL,
Oracle 8.0 and HP-Unix.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Responsibilities:
•
Involved in meetings with functional experts in analyzing Fit Gap Analysis.
Used Application Designer to compare and Copy projects between different databases for upgrades and fixes.
•
Worked with PeopleSoft Upgrade team in Customizing and Upgrading PeopleSoft HRMS System from Version 7.5 to 8.0.
•
•
Worked as a team member in People Soft HR technical group and was responsible for Design, development and testing of upgraded reports and
tools.
•
Involved in designing and customizing PeopleSoft records, panels, and menus by using People Tools 8.12.
•
Involved in converting our customized panels in 7.5 to pages in 8.0.
•
Responsible for modifying & upgrading several customized SQR reports from PeopleSoft version 7.5 to 8.0.
•
Used to run scripts (rel 811.sql & rel 814.sql) to upgrade People Tools 8.12.
•
Created and modified Records, Panels, Panel Groups, Menus, Trees, Process Definitions and Process Jobs using People Tools 8.12 that had
been customized in ver 7.5 as necessary.
•
Developed new SQR reports on HR module for employee job restrictions with personal data and also involved in customizing many other
reports such as Training, Competencies, Absence and Career reports.
•
Extensively worked with Application Designer to modify and create the record definitions, panels, panel groups, menus and giving access to
them by using security administrator.
•
Used Process Scheduler for running different Processes (single/multiple), Reports (SQR & Crystal) and also scheduling these Processes at
different times either on Client or Server and used Process Monitor to view status of the process.
•
Involved in configuring Tuxedo6.5/Jolt1.2 and WebLogic5.1 servers to make use of Internet Architecture.
•
Created a sample database of production for the upgradation and applied patches on the sample database and ran the compare reports.
•
Worked with SYSAUDIT and DDDAUDIT reports in analyzing the data redundancy and identifying the inconsistencies and orphaned objects.
•
Used People code extensively. Used scroll functions, SQL Exec and derived work in customizing the panels/pages and fields.
Project#11
Client: Detroit Medical Center, MI
Title: PeopleSoft Financials Consultant
Customization of PeopleSoft Financials 7.5 Modules
Feb’01-Aug’01
Description: The largest health care provider in southeast Michigan, the Detroit Medical Center operates seven hospitals, two nursing centers and more
than 100 outpatient facilities throughout southeast Michigan. This project mainly involved the development, customization and implementation of the
PeopleSoft Financial Modules, which keeps track of the financial information of all the hospital’s employees under DMC.
Environment: People Tools 7.5, PeopleSoft Financials (AP, AR, PO, GL), People Code, Oracle, SQR3.0, PS/Query and Windows NT 4.0.
Responsibilities:
•
Designed, developed and customized Records, Panels, Panel groups and Menus using Application Designer.
•
Used Object Security to assign different levels of security for the objects groups.
•
Wrote People Code for data validation and to attain the business functionality.
•
Involved in running Data Mover scripts to populate the tables with the existing production data.
•
Used Security Administrator to give security access to end-users for those newly developed panels.
•
Wrote conversion/interface program to load employee data into General Ledger Tables.
•
Involved in production support.
Project#12
Client: Vigilance Information Monitoring System, INDIA
Feb’00-Jan’01
Description: The aim of this system is to monitor the vigilance department activities of the organization. The system is developed in such a way that the
functioning of the banks in various parts of the country is monitored and the reports are submitted to the respective heads of the organization. The
vigilance activities of the Head office start after inspecting a branch office under a region, and a report is submitted to head office by the inspection
authority. At head office the computerized analysis of the report is made and the same is submitted to top management.
Environment: ORACLE 7.1, Windows 95, Windows NT
Responsibilities:
•
System Study at client site.
•
Collection of business rules from client.
•
Worked with Oracle Triggers
•
Involved in writing PL/SQL Procedures.
•
Design of standard screen formats for all modules.
•
Database design and guiding the team members in table creation.
•
Reports generation and installing application at client site.
•
Supported the application during customer acceptance test.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Sudheer Bollam
Summary:
Over Nine years of experience in the area of Information Technology. Good communication and inter-personal skills, and also capability to adapt
and learn new tools & applications.
My PeopleSoft knowledge and experience includes:
•
Expertise working with Student Administration Modules (Student Administration ,Student Financials, Student Records, Financial Aid, Campus
Community), HRMS Modules (HR, Payroll, Benefits), EPM.
•
Proficient in Restructuring, Redefining and Streamlining Work Process functions, and also capable of handling Batch Processes and Interface
Programs.
•
Strong technical expertise in module interfacing, upgrading, conversion, development, data migration, Production support, Module Development and
reporting based on People Tools 8.48,8.46,8.45,8.42/8.x/7.x and writing/debugging PeopleCode.
•
Experienced with Object based PeopleCode, used methods and build-in functions.
•
Extensively worked on SQR 4.x/6.x, Crystal Reports 5.0/6.0/8.0, PeopleCode, Application Engine and People Tools, Component Interface,
Application Engine and Process Scheduler.
•
Strong analytical skills with ability to identify actual and potential problem areas. Good Knowledge in interface programming and generating
reports with various Modules.
•
Extensive experience on PeopleSoft Student Administration and HRMS.
•
Ability to provide one on one training, where required.
Skills:
ERP
Web Tools
Reporting tools
Operating system
Languages
RDBMS
GUI Tools
Utilities
Hardware
:
:
:
:
:
:
:
PeopleSoft Learning Solutions 8.00 / HRMS
HTML, Net Objects Fusion, Front-page Express
SQR, Crystal Reports, and PS/nVsion.
MS-DOS, UNIX, and Windows 95/98/NT/2000/XP
:
FORTRAN, COBOL, ETL and SQL
Oracle 7.x/ 8.x, SQL Server 2000, PeopleSoft RDS
Developer 2000, Visual Basic 5.0
:
MS-Office 97, Lotus 1-2-3, HG
IBM PC-Compatibles, Unisys U-6000
Experience:
PeopleSoft Campus Solutions (Student Records, Admissions, Student Financials, Financial Aid, SQR, Crystal Reports)
Sep ’08 – Current
Role
: PeopleSoft Campus Solutions Consultant
Client
: University of Houston, Houston, TX
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Involved in the implementation and upgrade of Student Administration Applications- Student Records, financial aid, student financials, Self-Service
and Admissions.
Conducted meetings with users and the testing team and involved in discussing their problems and helped them out in finding the proper solutions
for their requirements.
Involved in discussions with the Users about the requirements and analyzed the need.
Provided functional and technical direction.
Analyzed the customizations to the delivered SQR reports and worked with the functional analyst to determine if the customizations need to be
reapplied or retired.
Create and customized complex SQL queries to meet eligibility criteria.
Worked with Equations, Security Objects, and Tree Hierarchy of Equation Engine in Financial Aid.
Worked with Equation conversion tables prior to the upgrade.
Worked with Test data page and entered the test data and executed the equations to verify the results.
Created Equation Engine to define the rules for calculating tuition and fee structure for term fees, course and class fees and waivers.
Used Equation engine to define packaging rules to include custom record fields along with packaging data.
Prepared Technical Design Documentation to provide the solution.
Extensively worked on Application Designer, Application Engine and People Code.
Developed new Fields, Records, Views, Pages, Components and Menu.
Configured Record metadata, Engine Metadata, Job stream Job meta data, Define Job stream Record suites and assign records Job
stream.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
•
•
•
•
•
•
•
•
Analyzed, designed and developed various SQRs like Garnishment reports, General Deductions Report, Termination Report, Absence Report,
Fund report, Severance Report, Unemployment Wages Report, New Hires reporting by locations and fund locals, multiple locations worked,
Quarter to date Labor hours Report, and employee Benefits report.
Involved in the Upgrade process from Student Administration 8.8 to HRSA 8.9.
Set Core Tables, Installation Tables, Defining Rules for Admissions, financial aid, Student Records and Campus Community.
Planned the creation of XLS files and Tab delimited/CSV files to update and load the date into the respective tables for Financial Aid and Workstudy.
Customized and created records, panels, menus for the Student Records, Financial Aid, Student Financials, Admission, and Academic Advisement.
Migrated data from legacy system to PS for Admissions and Campus Community.
Worked with Student Records to extract and to update the data to the respective tables.
Developed interface programs to populate various PeopleSoft tables.
Involved in re-customization of all external objects (SQRs, Crystal Reports, etc.).
Extensively involved in working with modifying and writing SQRs from Scratch.
Involved in acquiring Specifications from the functional team and modifying the SQR’s as per the Specs.
Wrote documentation, trained users and production support.
Environment: PeopleSoft Campus Solutions 8.8/9.0, HRMS 9.0, Student Records, Financial Aid, Student Financials, Admissions, Academic
Advisement, ETL, Equation Engine, Self Service Payroll, HR and Benefits.
PeopleSoft Student Administration (Student Financials, Financial Aid, Develop Enrollments, Student Records)
Jul ’07 – Jul ‘08
Role
: PeopleSoft Student Administration Consultant
Client
: Cerritos College, Norwalk, California
Responsibilities:
•
•
•
•
•
•
•
•
•
•
•
•
Created Batch process to update student group table ‘PS_STDNT_GRPS’ and ‘PS_STDNT_GRPS_HIST’ with current data of student with
disabilities.
Extracting data from PeopleSoft RDS (Reporting Database Service) to create an Excel file for batch updates to WebCT Vista 3.0.
Query PeopleSoft RDS to identify students who are currently enrolled, and display the registration appointment time assigned to those students.
Work with user community to provide online module support where needed along with Ad Hoc reporting requests in HCM, Campus Solution
modules in PeopleSoft.
Technical responsibilities included create and develop interface programs and create customized reports in SQR and App Engines .Developed
Technical design specs, program coding/debugging, unit testing, system testing, user acceptance testing in Financial Aid, Student Records, and
Student Financials, Admissions, Campus Community modules.
Designed and developed the ETL Process for creating and populating the Data warehouse with DataStage.
Designed and developed custom stages and parallel jobs for handling large amount of data and also server jobs and sequences for handling the
regular ETLs to the Data warehouse.
Developed SQL scripts and used to run them during the validation phase of the reports and prepared a detail document of the results for the users.
Also developed SQL Loader scripts in order to load legacy data (A1, ID, E1 files) into PeopleSoft Student Admin tables.
Create report to identify students with the following grade combinations for two previous attempts of a single course ID: W/W, W/F, W/D, F/W,
and D/W.
Design a batch process to generate an export file from PS_PERSONAL_DATA table updated daily which is then imported as a lookup table within
the Liberty imaging system.
Creating customized Menu’s for Financial Aid, Enrollment’s and Student Records.
Used People Tools security settings to set Roles and Permission Lists for user login.
Environment: PeopleSoft Campus Solutions 8.00, HRMS 8.9, EPM 8.9, People Tools 8.20/8.42, PeopleSoft RDS, SQR 4.3.4, SQL Server 2000, ETL,
Crystal Reports 8.5, WebCT Vista, Windows 2000.
PeopleSoft Student Administration (Student Financials, Financial Aid, Campus Community, Student Records)
Aug ’04 –Jun’07
Role
: PeopleSoft Student Administration Consultant
Client
: Indiana University, Bloomington, Indiana
Responsibilities:
•
•
•
•
•
•
•
Written reports and batch process to generate mailing labels for web transcripts.
Modified the delivered enrollment appointment process to include various client parameters.
Using Import Manager to populate data into Peoplesoft class table. The data was in Excel file format in the legacy system.
Involved in analysis, development, design, testing and implementation of PeopleSoft Student Administration Module.
Customized the Student Records, Student Financials and Financial Aid as per the business requirements.
Writing Technical specifications for user acceptance.
Involved in complete life cycle of Student Administration (Student Records - - Creating the course catalogs, Enrolling Students, Scheduling
the classes ), (Financial Aid - - Awarding and Packaging, Direct Lending, Processing Financial Aid), (Student Financials - - Calculating
Tuition and Fees, Returning Tuition and Fees) module.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
•
•
•
•
•
•
•
Created denormalized tables to optimize the performance of the applications and loaded the data for legacy system in flat file format into PeopleSoft
Financial Aid tables using SQR.
Participating in the Student working groups and arriving at the focus topics.
Involved in customizing and creating records, panels, and menus for the Student Records, Student Financials, Financial Aid and Student
Admissions.
Maintaining project logs, tracking issues and coordinating with other developers both in Technical and Functional issues.
Coordinating with customization teams in explaining the functional designs during development.
Migrating Projects with all dependencies from Test to Production environment.
Preparing a schedule for Patches and Fixes using PeopleSoft consumer connection.
Environment: PeopleSoft 7.6/8.0, ORACLE 8, PeopleTools, SQR, PS Query, Windows NT.
PeopleSoft Student Administration (Student Financials, Financial Aid, Academic Advisement, Campus Community, Student Records)
March ’03 – July ‘04
Role
: PeopleSoft Student Administration Consultant
Client
: Southwestern University, Georgetown, TX
Responsibilities :
•
•
•
•
•
•
Involved in customization, implementation and post production support of PeopleSoft Student Administration Module.
Customized the Student Financials, Financial Aid and Academic Advisement modules as per the client’s business requirements.
Involved in design, development and testing of the applications.
Writing Technical specifications for user acceptance.
Worked closely with the Functional team to gather the requirement and develop the product with better performance.
Worked with tasks like Data conversion for PeopleSoft Student Administration (NT/SQL Server) implementation. Managed and executed legacy
system data conversion into using Import Manager.
•
Modified several SQR reports to accommodate the new fields.
•
Also developed several new reports using SQR and Batch processes based on user requirements and documented the same.
•
Involved in customizing and creating records, panels and menus for the Financial Aid and Student Financials.
•
Involved in complete life cycle of Student Administration (Financial Aid, Student Financials) modules.
•
Involved in PeopleSoft Student Administration user training (Modules like Financial Aid).
• Developed automated data entry and test database setup scripts using SQA Robot software.
•
Managed the post-implementation help desk for go-live week for the PeopleSoft Student Administration Financial Aid implementation team
supporting.
Environment: PeopleSoft 7.5, ORACLE 7.x/8.x, People Tools, SQR, PS Query, Windows 00/NT, UNIX.
(Payroll, Benefits, Benefits Admin., GL, Projects, AM,) May ’02 – Feb ’03
PeopleSoft HRMS/FDM
: Consultant
Role
Client
: Whole Foods, Austin, TX
Responsibilities:
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Involved in working with different Modules of HRMS and FINANCIALS for the Client.
Involved in writing SQR’s for importing data from flat files to Interface Project Resource table which is used in PC Module.
Involved in creating complete validations and data mapping for given flat files. Which can cross checked with the Project Activity table, Project
Analysis table and Department table. Invalid data will prompt for user acceptance and backup copy of invalid data and report on each report file for
each SQR Program.
Mainly Involved in Solving Production Problem in HRMS version 7.5 as there was newly upgraded from 5.12.
Involved in normal Production Problems for the end users in versions 5.12 and 7.5. Each version having Test, Copy and Production databases.
Involved in fixing Major problems, i.e. Payroll and General Ledger Interface, Which is the backbone for the Payroll Interface with the GL, which is
the main SQR Program (PAYGLNUI.SQR).
Involved in extension for PAYGLNUI for better reporting on Interface, which gives detail values on each employee with their RunID, Pay Groups.
Developed a new SQR programs to give Detail information on Pay GL Interface.
Involved in solving production problems like, Panel changes and customizing Panels, Developed and attaching Process Scheduler Request for new
Panel Groups and new Menus for Interface programs. Involved in testing programs and Interfaces in Production.
Involved in Migrating and Creating new Crystal Reports for GL, AP, AR, AM and PC reconciliation for Utility and Non-Utility Companies.
Involved in customizing the existing Crystal Report for Express Checks for PO Module for better format and flexibility.
Involved in formatting SQR programs in different Modules, i.e. PAY002, PAYN04, PAYN10, PAYN50, GLS9002, TAX015, GLS7002, NUI7002,
POPO005 etc.
Extensively used PeopleTools like Application Designer, Security Administrator, Utilities, Process Scheduler, PS Query, Process Monitor and also
used some of the tools like Application Reviewer, Import Manager, Mass Change, Application Engine, PS nVision whenever required.
Involved in implementing the PeopleSoft HRMS Web Client Application.
Involved in implementing PeopleSoft Benefits, PeopleSoft Human Resources, PeopleSoft Payroll on Self-Service Application.
Tested the Web Client Application. Validated and Granted Security Access. Used PeopleCode extensively on panel level customization. Used
PeopleSoft Applet Tags, Parameters, Operator Alias, and PeopleCode to Populate Search Dialog key fields.
Worked extensively in Security Administration by setting up the employee data security, creating Security Trees to grant or restrict
user access to employee data.
Setting up new operator classes using Operator Security and control security among the Developer’s and users.
Environment: PeopleSoft HRMS/FDM 5.12/7.5,Self Service Application, Security Trees, SQL, Oracle 7.3.4, Windows 95/NT and UNIX
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
PeopleSoft HRMS (HR, Payroll, Benefits, Benefits Admin.)
Role: Consultant
Client:
Corporate Express, Newark, NJ.
Nov'01 – May’02
Responsibilities:
•
•
•
•
•
Involved in Design and Development of Conversion Programs Using SQR for transferring of data from Legacy System to PeopleSoft HRMS (HR,
Payroll, Benefits).
Created Cross-reference tables like ben-pln, ern-cd, which are needed to load the PeopleSoft format. Involved in Data Mapping for the data of
PeopleSoft to be matched with the fields in the legacy system.
Involved in system testing of the data that is transmitted correctly into PeopleSoft. Developed and customized reports according to client
requirements using SQR, PS/Query, Crystal and PS nVision.
Used Import Manager for loading data into PeopleSoft tables. Involved in changing PeopleCode that is associated with the objects to meet the client
requirements.
Submitted several processes to the Process scheduler and used Tree manager to run daily tasks at a specific time or run process recursively at a
specific interval.
Environment: PeopleSoft HRMS 6.0, SQR, Crystal Reports, and Oracle 7.x, Windows NT
PeopleSoft HRMS (HR. Payroll, Benefits, Benefits Admin.)
Role: Consultant
Client: TFM Investments, Chicago, IL.
Jan ‘01 - Oct ‘01
Responsibilities:
•
•
•
•
•
•
Involved in Design and Development of inbound and outbound interface programs using SQR for transferring the data between different systems.
Developed custom SQC’s used for converting the data from legacy system to PeopleSoft system. Written SQR’s from scratch like tl_txut_emp_009,
which basically reads the employee data from the flat file and writes into the tl_empl_data table, tl_txut_esch_010.
Written SQR’s in benefits for interface as well for reports, like loading the data from flat files into benefits tables. Also involved in customization of
benefits panels like life & AD/D benefits panel, FMLA leave panel etc.
Performed panel-level customization in HRMS Benefits. Involved in customization of existing PS panels in benefits and customization of payroll
and tax reports using SQR’s.
Involved in development and customization of on-line panels and menus using PeopleTools like Data Designer, Panel Designer, and Menu Designer.
Developed various reports like absence history, employee review audit, and department salaries for HRMS using SQR AND Crystal Reports.
Environment: PeopleSoft HRMS 6.0, Oracle7.x, SQR, PS/Query, Crystal Reports, Windows NT, and UNIX
Sales inventory and accounting system
Role: Programmer Analyst
Jan’ 00 - Aug ’00
Client: Guru Computer Technologies, Pune
Software: Oracle 7.x, VB 5.0
Description: This system was developed to computerize the sales and accounting departments of an organization. This system contains two modules. The
first module “sales inventory” facilitates all the sales details by Customer-wise and area-wise. It is also provides area maps, collections Details and stock
details. The second module “accounting” maintains all the Accounts like bank a/c, office maintenance a/c, printing & stationary a/c, and staff Welfare a/c,
sales tax a/c. It is also provides daily, monthly and yearly Reports.
Responsibilities: Involved in the development of the application using VB. Creating the database tables. Generating the Crystal Reports using the
database tables.
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
INFRASTRUCTURE AND TECHNICAL RESOURCES 2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
LAWRENCE WILLIAMS, III Career-Related Skills
HARDWARE: Sun Solaris 8, Sun Solaris 9, Hewlett-Packard 7410, 5410, and 2410 with HP-UX 11.11, Hewlett-Packard 9000 with HP-UX 10.20, DEC
Alpha 4100 with Digital UNIX 4.0D, Sun SparcCenter 2000 with Sun Solaris 2.6, IBM RS6000 with AIX, Intel based computers with Red Hat Linux 5.1,
Intel based computers with Windows XP, Windows 2000 and NT 4.0, IBM and IBM Compatible Microcomputers
SOFTWARE: Oracle 10g Server Release 10.2.0, PeopleTools 8.48, PeopleTools 8.43, Oracle 9i Server Release 9.2.0, Mercury LoadRunner 7.6, Oracle
8 Server Release 8.1.7, SQLServer 2000, SQLServer 7.0, Oracle 8 Server Release 8.1.6, Oracle 7 Server Release 7.3.3.5.0, 7.3.2.3.0 and 7.1.4.3.0,
PeopleTools 8.16, PeopleTools 8.14.10, PeopleSoft 7.5 General Ledger, Payables, Purchasing, Receivables, Project Costing, Billing, Budgets, PeopleSoft
7.5 Human Resources and Payroll, Microsoft IIS 5.0 Web server, PeopleTools 7.61, PeopleTools 7.56, SQR, SQL, PL/SQL, Oracle Forms 4.5, Oracle
Reports 2.5, BPCS ERP System, Visio, Data Architect Data Modeling Software, SQL Windows, C, C++, Java, Oracle Enterprise Manager, Quest
Software Products – Spotlight, SQLab, Space Manager.
Professional Experience
Peak Performance
Akron, Ohio
Oct. 2007 – Present
Lead technical architect/PeopleSoft Admin- Helped migrate a large college from a DB2 environment to a IBM AIX/Oracle 10g environment to support the
upcoming shared service model that would support multiple other campuses sharing the PeopleSoft HCM, Financials and Campus Solutions product lines.
Responsible for all aspects of design, installation, testing and knowledge transfer. Client was upgrading from PeopleSoft 8.0 to 9.0 and many of the tasks
were also centered around the upgrade scripts.
Atlanta, Georgia
May 2007 – Oct. 2007
Sr. Oracle DBA/PeopleSoft Admin - Currently working as a Senior Oracle Database Administrator/PS Admin supporting PeopleSoft
databases, Appworx databases, and Business Objects databases in an outsourcing engagement.
Major responsibilities include installing Oracle RDBMS software and PeopleTools software, creating Oracle databases for Development,
Test, and Production requirements, creating Tuxedo application server domains and process scheduler domains, WebLogic web instances,
scheduling and administering RMAN backups, assisting with PeopleSoft SQL code tuning and database server performance tuning, server
and disk storage capacity planning and installing PeopleSoft application patches as necessary.
Board of Regents of the University System of Georgia April 2002 – May 2007
Athens, Georgia
Sr. Oracle DBA Architect Team Lead - Worked as a Senior Oracle Database Administrator Architect Team Lead supporting 64 production
PeopleSoft databases for both Human Resources and Financials.
Major responsibilities included coordinating tasks as related to database applications for DBAs, UNIX System Administrators, Application
Developers, Network Technicians, and Workstation Support Technicians in performing PeopleSoft 8x application and PeopleTools 8x
upgrades, Oracle database upgrades, database backup and recovery, database security hardening and penetration testing analysis,
PeopleSoft Application Upgrades, PeopleTools Upgrades, WebLogic configuration and tuning, Tuxedo configuration and tuning, PeopleSoft
SQL code tuning and database server performance tuning, server and disk storage capacity planning, and UNIX and Windows Server
upgrades.
Independent Consultant
January 2002 – March 2002
Birmingham, Alabama
Contract Consultant – Served as a Certified PeopleSoft Technical Consultant. Client engagements are as follows:
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Installer – Completed a PeopleSoft Internet Architecture Installation for a client based in Orlando, FL. Main accomplishments included
installing and configuring Apache Web Server software for PeopleSoft on UNIX, installing and configuring BEA Tuxedo Application Server
software for PeopleSoft on UNIX, installing and configuring Oracle database client software for UNIX, creating PeopleSoft database web sites
and application server domains for the client’s development environment on UNIX, and configuring PeopleSoft Process Scheduler and Report
Server for web reports. There was also a separate install and configuration completed for a single sign-on utility using Netegrity Siteminder,
which was integrated within the PeopleSoft web server component. This allowed for seamless user authentication through the client’s main web
site into the PeopleSoft environment.
Crestone International, Inc.
June 2001 – December 2001
Alpharetta, Georgia
Contract Consultant – Served as a Certified PeopleSoft Technical Consultant. Client engagements are as follows:
HRMS Upgrade Team Lead – Completed a PeopleSoft Human Resources system upgrade from PeopleSoft 6.0 to PeopleSoft 8.0
for a New York based media corporation. PeopleSoft upgrade also included a database migration from SQLBase to SQLServer.
Primary responsibilities included creating project plan for upgrade, installing PeopleSoft 7.5 and PeopleSoft 8 software, installing
SQLServer database software on Windows 2000, creating SQLBase and SQLServer database environments, configuring
application server domains, configuring web server environments using WebLogic with Microsoft IIS 5.0 server, configuring Process
Scheduler, running upgrade scripts from PeopleSoft 6 to PeopleSoft 7.5 and subsequently to PeopleSoft 8, and providing weekly
status reports.
Database Support – Completed an internal assignment where main responsibilities included installing PeopleTools 8.14 software for
both HRMS and Financials. Created all Oracle databases for demo and development environments using Oracle 8.1.6 on HP-UX.
Other accomplishments included configuring application servers and web servers for the complete PeopleSoft install.
Computer Sciences Corporation
August 1999 – June 2001
Athens, Alabama
Senior Consultant/Oracle DBA – Served as an Oracle Database Administrator Consultant with the Global PeopleSoft Practice.
engagements are as follows:
Client
HR Tax Upgrade Database Support – Completed a two-month assignment with an international financial corporation based in Chicago, IL
implementing PeopleSoft Tax Upgrade 01-B. Main responsibilities included migrating tax update patch through database environments and retrofitting
custom code accordingly. Additionally, an application performance tuning exercise was conducted to ensure timely execution of the payroll system.
Cost Management Development Database Support – Completed a six month assignment for an international automotive manufacturer in
Erlanger, KY supporting a custom developed cost management system data mart using PeopleSoft's PeopleTools development environment. Main
business elements of the system were to track production and usage items for producing finished products and relate those items and products to
appropriate cost centers. Main database responsibilities included analysis and design of the logical and physical data model, creating and maintaining
the physical database environment, applying upgrades and fixes to the database environment, and performing system tuning accordingly (SQL tuning,
Oracle database tuning, UNIX OS tuning). Data Architect software was used to create the logical and physical data models.
Database Production Support – Completed a six month assignment with a national power supplier based in San Jose, CA. Main
accomplishments included upgrading the PeopleSoft Financials system from version 7.52 to 7.53; creating and maintaining all databases required for
development, testing, and production usage of the PeopleSoft system; performing capacity planning in creating and maintaining the databases;
performing ongoing tuning of the database instances; installing new versions of the Oracle RDBMS and its tools; applying fixes to the PeopleSoft
environment; planning and implementing backup and recovery of the Oracle databases; administering all database objects including tables, indices, views,
sequences, packages and procedures; managing sharing of resources amongst the PeopleSoft applications; and troubleshooting problems regarding the
databases, applications, and development tools.
Performance Tuning Support – Completed a three month assignment with a national telecommunications corporation based in Atlanta, GA.
Main accomplishments included tuning the development environments during the initial implementation of the PeopleSoft system; UNIX OS tuning
included kernel tuning and I/O tuning; Oracle database tuning included SGA tuning, SQL statement tuning, DBWR tuning, LGWR tuning, Rollback
segment tuning, and I/O datafile tuning; PeopleSoft system tuning included application server domain tuning.
JLS Technical Staffing
April 1999 – December 1999
Birmingham, Alabama
Oracle DBA – Served as the Oracle Database Administrator for Sloss Industries in support of BPCS, their ERP solution. Main responsibilities
included creating and maintaining all databases required for development, testing, and production; performing capacity planning in creating and
maintaining the databases; administering database security; conducting ongoing performance tuning of the database instances; installing new
versions of the Oracle RDMS and its tools; planning and implementing backup and recovery procedures of the Oracle databases; administering
all database objects including tables, indices, views, sequences, packages and procedures.
Children’s Health Systems
May 1997 - March 1999
Birmingham, Alabama
Senior Programmer/Analyst – Served as the UNIX Systems and Oracle Database Administrator for the PeopleSoft Financial Systems (General
Ledger, Payables, and Purchasing) and the PeopleSoft Human Resources Systems, which include Human Resources, Base Benefits, and Payroll.
- System Administration responsibilities included installing and configuring the UNIX operating system; planning, coordinating, and
performing system upgrades; performing scheduled maintenance tuning; ensuring system availability and uptime; configuring backup procedures and
ensuring recovery measures; administering security for the system; installing, configuring, and maintaining the batch COBOL environment; logging,
reporting, and resolving issues related to the online PeopleSoft processing; configuring external devices such as tape drives, modems, and network
printers; and ensuring network connectivity
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
- Oracle Database Administration responsibilities included creating and maintaining all databases required for development, testing, and production
usage; performing capacity planning in creating and maintaining the databases; performing ongoing tuning of the database instances; installing new versions of
the Oracle RDMS and its tools; planning and implementing backup and recovery of the Oracle databases; administering all database objects including tables,
indices, views, sequences, packages and procedures; managing sharing of resources amongst the PeopleSoft applications; and troubleshooting with problems
regarding the databases, applications, and development tools.
- PeopleSoft Development responsibilities included utilizing PeopleTools to develop customizations upon client request; providing implementation
assistance by writing interfaces (SQRs) and constructing PeopleCode; enhancing and re-writing system interfaces (SQRs) to satisfy client requests; planning,
coordinating, and applying upgrades and fixes to the online PeopleSoft application; installing PeopleSoft components to the file server and user workstations;
and creating and authorizing PeopleSoft operators and operator classes.
Alabama Institute for Deaf and Blind (AIDB)
November 1996 - May 1997
Talladega, Alabama
Computer Applications Specialist - Worked on developing a reporting application for the Personnel and Payroll Department utilizing Oracle Forms 4.5
and Oracle Reports 2.5. Other responsibilities included serving as team leader in Personnel and Payroll application deployment, third level support for
database administration, and CO-lead for implementation of AIDB Student Information System.
While being employed with AIDB, I received formal training in Oracle Database Administration, SQL Plus and PL/SQL.
International Business Machines (ISSC)
June 1996 - November 1996
Birmingham, Alabama
Information Technology Specialist - Served as I/T Specialist on assignment in Vance, Alabama with Mercedes Benz. Primary responsibilities included
providing assistance to the Database Administrator by managing the databases, tablespaces, and the various schema objects associated with them. Major
accomplishments included installing EDI onto the Oracle server and creating databases and tablespaces within the RS6000 AIX platforms. Other
responsibilities have included providing first level support to the client users for hardware and software implementation issues.
Other assignments: Assisted with the Olympics project in Atlanta by providing testing analysis for the Info96 application from July - August of 1996.
While being employed with ISSC, I received formal training in Object Oriented technologies utilizing IBM VisualAge C++ and Microsoft Visual C++.
Southern Company Services
September 1994 - May 1996
Birmingham, Alabama
Information Systems Analyst (Co-op) - Provided extensive assistance in maintaining and enhancing corporate engineering applications by developing
screen, modifying existing reports, and cleaning up programming code for the various applications utilizing SQL Windows. Also assisted in internal
management reporting duties such as running monthly reports and creating presentations.
Education
University of Alabama at Birmingham
January 1994 - June 1996
Birmingham, Alabama
Obtained Bachelor's Degree in Management Information Systems.
June 2, 1996
University of Alabama in Huntsville
September 1991 - December 1994
Huntsville, Alabama
Pursued the Management Information System curriculum
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Kerensky Rowan Sr.
Summary:
Kerensky is a PeopleSoft Technical Architect/PeopleSoft Administrator/PeopleSoft SQL Server DBA, and a PeopleSoft Certified Installer that has over 18
years of experience in the Information Technology field.
After joining PeopleSoft, he has worked as a Portable Training System Engineer building and providing technical support for various customers on
training environments that are shipped to clients. In his role as a PeopleSoft Certified Installer, he demonstrates a superior knowledge of the PeopleSoft
Internet Architecture, to include creating Oracle and SQL Server databases, application servers, batch servers, web servers, and high availability and failover solutions for web, application, and batch servers.
Leaving PeopleSoft, he worked as a PeopleSoft Technical Architect/PeopleSoft Administrator, providing technical support for various complex
environments, to include patching applications and troubleshooting errors.
Products
♦
♦
♦
♦
♦
♦
♦
♦
CRM 8.8/8.9
Student Admin 8
Bea WebLogic 5.0/6.1/8.1
Crystal 8.5/90
♦
♦
♦
Tuxedo 6.5/8.1
BAM/CRM 8.8
EPM/BAM 8.8
PeopleSoft Skills
♦
Basic Unix Admin
♦
Patch Application
♦
Server Express 2.0.11
♦
Tools/App Upgrades
♦
Integration Broker
♦
♦
♦
♦
♦
Application Servers
Change Assistant
Server Load-Balance
Weblogic
Upgrade Assistant
♦
♦
♦
♦
♦
PeopleSoft Portal
Environment Tuning
Tax Updates
Environment Config
Process Scheduler
Databases
♦
Oracle 8.x/9.x/10g
♦
SQL Server 2000
PS Tools 8.44/8.45/8.46
HRMS 8.8/8.9
PS Portal 8.8/8.9
PS Financials 8/8.4
Operating Systems
♦
HP-UX
♦
AIX
♦
Windows 2000 Server
♦
Sun Solaris 8,9
♦
True 64 Unix
♦
Windows 2003 Server
2905 Jordan Court Suite B-219
|
Alpharetta, Georgia 30004
|
Phone 678-570-3598
www.peakperformancetech.com
| Fax 888-315-1310
Experience:
Medical College of Georgia (10/07-Present)
PeopleSoft Upgrade Lead/Architect
(Applications PeopleSoft HCM version 8.9. Oracle 10G)
♦
♦
♦
♦
♦
Client was upgrading the PeopleSoft HCM applications from version 8.8 to 8.9
Kerensky was responsible for helping reconfigure the database, application and web servers to better support the PeopleSoft HCM
applications.
Responsible for running the test moves to production and debugging all issues related to these processes. The customer used the PeopleSoft
Upgrade Assistant.
Responsible for helping the customer test the new version of the application and correct any issues that were identified.
Helped mentor and train the functional and technical staff to better utilize the PeopleSoft toolset.
Wells Fargo Bank (11/06 – 9/07)
PeopleSoft System Administrator
(Applications CRM 8.8, PeopleTools 8.45/8.48, Solaris 10/Oracle 9i/10g)
Kerensky served as a PeopleSoft Systems Administrator assisting with both development and production environmental issues. He
used his expertise to troubleshoot and isolate deficiencies within development and production. He also assisted in integrated a high
availability and fail-over solution for the client’s production environments.
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
♦
Provide support to integrity, and general accessibility of the web server, application servers and process scheduler for all the
Development and Production environments on a 24/7 basis
Helped design the current complex Load Balanced environment, to include the F5 load-balancer, 3 Web Servers, 3 App Servers, 3 Process
schedulers.
Configured Integration Broker and App Messaging between PeopleSoft CRM 8.8 to the CRM 8.8 Adhoc environment and PeopleSoft CRM
8.8 to all the 3rd party applications.
Troubleshot and resolve issues within PIA architecture including Web Server, Tuxedo Application and Server Process Scheduler
components.
Modified and maintained Tuxedo tunable parameters, including server spawning and failover to improve system's performance, fault
tolerance and proper statistical analysis.
Implemented Java tuning parameters within Weblogic web server to improve system performance.
Implemented SSL message integration between PeopleSoft and the 3rd party applications
Executed phase I of upgrading the Development, System Integration environments from PeopleTools 8.45 to PeopleTools 8.48
Perform object and code migrations of customizations and maintenance patches and fixes for all environments.
During Load-Testing monitored systems performance and benchmark thresholds in an n-tier environment.
Helped refine support procedures and train staff on lessons learned and best practices.
Kansas State University (09/06 – 10/06)
PeopleSoft Campus Solution 8.9 Implementation
(Applications Campus Solution 8.9, PeopleTools 8.47, Solaris 10/Oracle 10g)
Kerensky provided technical expertise and guidance to KSU regarding their implementation of Integration Broker and Application Messaging
integration with their third party application. He was instrumental in implementing SSL configuration within PeopleSoft for integration with
LDAP, REN Sever and various 3rd party applications. He also developed and wrote sound documentation outlining the procedures for
configuring the various components.
♦
Configured and tuned the Weblogic 8.1 development Webserver.
♦
Proficiently configured Integration Broker and App Messaging between PeopleSoft Campus Solution 8.9 and KSU’s 3rd party application
WebMethods.
♦
Implemented SSL message integration between PeopleSoft and the 3rd party application WebMethods
♦
Integrated PeopleSoft Self-Service with KSU’s home grown Learning Management System
♦
Configured the security for the PeopleSoft and LMS integration to include creating various permission lists, roles, and user profiles.
Configured the LDAP integration between PeopleSoft and KSU’s the directory server
♦
♦
Implemented SSL configuration within PeopleSoft for LDAP integration.
♦
Instrumental in configuring the REN Server environment with SSL.
Towson University/Salisbury University (03/06 – 08/06)
PeopleSoft Enterprise Portal 8.9 Implementation
(Applications SA 8.0, Portal 8.9, Fin8.4, Tools 8.47/8.44/8.21/8.19, SQL Server., Windows 2003 Server/Oracle 10g)
Kerensky served as a PeopleSoft Enterprise Portal Administrator for both Towson and Salisbury Universities. He was instrumental in developing
an Enterprise development Portal Prototype that the client could use as a building block for future implementations. He also provide extensive
knowledge transfer to instill PeopleSoft best practices to assure a successful implementation of PeopleSoft’s Enterprise Portal.
♦
♦
♦
♦
♦
♦
♦
♦
♦
Instrumental in the installation and configuration of several Enterprise Portal instances.
Proficiently configured Integration Broker and App Messaging between the Portal Prototype and the development Financials 8.4 and the
Student Admin 8.0 environments in order to synchronize user profiles and roles.
Configured Single Sign-on between the Portal Prototype and the development Financials 8.4, and the Student Admin 8.0 environments.
Migrated user profiles and roles from the various content provider databases into the Enterprise Portal Prototype database.
Installed and configured all 3rd party applications such as Tuxedo 8.1, Crystal Reports 9.0, and Weblogic 8.1.
Applied most current Patches and bundles for both PeopleTools 8.47 and Enterprise Portal 8.9 both manually and utilizing PeopleSoft
Change Assistant.
Developed customized Portal Branding Themes for various user groups within the Portal Prototype environment.
Developed Shortcut Collections for various user groups and trained the staff on how to better manage the applications.
Troubleshot and resolve issues within PIA architecture including Web Server, Tuxedo Application and Server Process Scheduler
components.
Alta College (10/05 – 02/06)
PeopleSoft Student Admin, CRM, and Portal Implementation
Applications SA 8.0, CRM 8.8, EP 8.9, Tools 8.45/8.21, SQL Server, Windows 2003 Server
Kerensky served as a PeopleSoft Systems Administrator assisting with both development a production environmental issues. He used his
expertise to troubleshoot and isolate deficiencies within development and production. He also assisted in integrated a high availability and failover solution for the client’s production environments.
♦
Provided support to integrity, and general accessibility of the web server, application servers and process schedulers.
♦
Troubleshot and resolve issues within PIA architecture including Web Server, Tuxedo Application and Server Process Scheduler
components.
♦
Modified and maintained Tuxedo tunable parameters, including server spawning and load balancing to improve system's performance, fault
tolerance and proper statistical analysis.
♦
Implemented Java tuning parameters within Weblogic web server to improve system performance.
♦
Troubleshot and reconfigured Integration Broker interface between all the PeopleSoft applications.
♦
Migrated patches, and fixes included in Scheduled Bundles in support of all the PeopleSoft Application (CRM, SA, Portal).
♦
Perform object and code migrations of customizations and maintenance patches and fixes.
♦
Updated security access with in Development and Production after migration of Scheduled Bundles.
♦
Develop and maintain documentation for procedures performed throughout the implementation.
♦
Instrumental in building the new Test environments, to include installing Tuxedo 8.1, Tuxedo 6.5, Weblogic 8.1 sp3, and the PeopleTools
and Application code.
♦
Updated the existing Development and production environments, with Tuxedo and Weblogic patches.
Accenture (02/05 – 10/05)
PeopleSoft HRMS and FSCM Implementation and Upgrade
(Applications FSCM 8.4, HRMS 8.9, CRM 8.8, Portal 8.8, Tools 8.45/8.46, Oracle, Solaris)
Kerensky served as a PeopleSoft Technical Architect utilizing his expertise in resolving both development and production environmental issues.
He was Instrumental in assisting developers with the preparation of upgrading their existing HRMS 8.8 Oracle 9i environment to HRMS 8.9
Oracle 10g. He integrated high availability and fail-over solutions for the client stage environments.
♦
Helped create and maintain all the HRMS 89/Oracle 10g environments such as the Demo, Development, Conversion, Test, and Stage in
preparation for go-live.
♦
Isolated performance bottle-necks within all the Development and Productions environments.
♦
Implemented Application Server and Weblogic 8.1 Web Server tuning parameters in order to improve performance.
♦
Configured Integration Gateway within all the Stage environments to allow integration broker messaging.
♦
Provided technical end user support for both the Production and Development environments.
♦
Instrumental in the migration of objects from the various environments for testing and configuration, and ran compare reports to verify the
integrity of the migrated objects.
♦
Help develop Safe Test documentation to test the integrity of environments after refreshes.
♦
Installed and configured the Digital Certificates for Weblogic 8.1 within the Stage environment.
♦
Assisted in developing Unix Shell scripts to automate the startup and shutdown of both the Production and Development environments.
♦
Instrumental in configuring and implementing Integration Broker within Stage and Production environments.
♦
Troubleshot query performance issues within the FSCM 8.4 sp1 Development and Production environments.
♦
Utilized Change assistance to apply updates, patches and fixes.
FDIC (10/04 – 01/05)
PeopleSoft FSCM and HRMS Security Testing and Evaluation
(Applications FSCM 8.4, HRMS 8.8, Tools 8.44, DB2, Mainframe)
Kerensky served as the PeopleSoft subject matter expert during the security evaluation of the Test and Production environments. He provided
technical expertise and guidance identifying security vulnerabilities within the system configuration. He worked closely with the existing
Security Testing and Evaluation team to assure that the clients PeopleSoft architectural configuration complied with government security
regulations and publications
♦
Helped develop technical security controls to identify security vulnerabilities.
♦
Evaluated the infrastructure, all the technical documentation, procedures and policies to meet federal mandated security controls.
♦
♦
♦
♦
Assessed the technical control mechanisms for maintaining and auditing the Production environment to ensure System and Information
Integrity.
Verified System Communication and Protection mechanisms were in place to safeguard the internal Information System infrastructure.
Made recommendations to utilize their current LDAP configuration as the centralized authentication mechanism.
Verified Logical Access Controls mechanisms were in place to authenticate user access to the information system.
Penn National Insurance (05/04 – 09/04)
PeopleSoft FSCM, Portal, and EPM Implementation
(Applications EPM8.8, FSCM 8.4, Portal 8.8 Tools 8.43, SQLServer 2000, Windows 2000)
Kerensky served as the Technical Architect and was instrumental in troubleshooting and resolving connectivity and end user issues. He provided
technical expertise and guidance to the clients regarding all of their Production and Training Environments. He worked closely with the network
technician to develop documentation for disaster recovery.
♦
Instrumental in the re-installation and re-configuration of the various components in the EPM, Portal, and FSCM Training environments
after server crash, to include BAM, Informatica, and Nvision.
♦
Isolated various Budgeting and configuration errors in both the EPM Production and Training environments.
♦
Responsible for technical performance and stability of the EPM Budgeting Environments.
♦
Supported the end-users with various errors within FSCM 8.4 sp1 such as the posting of Journals.
♦
Implemented the installation of the PeopleSoft Portal 8.8 environments, configuring Single-Sign on between the Test EPM 8.8 and
Financial 8.4 sp1 environments.
♦
Isolated performance bottle-necks within all the Productions and Test Environments.
♦
Implemented Application Server and Weblogic 6.1 Web Server tuning parameters for performance.
♦
Instrumental in helping develop detailed documentation for disaster recovery for all the PeopleSoft Production and Training environments.
Georgia Technology Authority (04/04 – 05/04)
PeopleSoft HRMS Implementation
(Applications HRMS 8.8, Tools 8.44, Oracle 9i, Solaris 8)
Kerensky served as the Technical Architect and was instrumental in assessing the clients PeopleSoft and Network configuration. He provided
technical expertise and guidance to the clients regarding the implementation of Network Security within their current PeopleSoft Architecture.
♦
Provided detailed technical specifications for changes proposed to the existing PeopleSoft environment.
♦
Participate in requirements gathering and configurations sessions to ensure overall business functionality.
♦
Reviewed and assessed the current Architectural configuration.
♦
Assess the impact of updates and provide proposals for applying them effectively and with minimal risk.
♦
Instrumental in providing Best Practice Network Security Scheme for their current PeopleSoft environment.
♦
Effectively troubleshot and solved the client outstanding issue with 3 tier debugging of PeopleCode.
Seagull Inc (04/04 – 04/04)
PeopleSoft Tools Integration
(Applications Tools 8.44, SQL Server 2000, Windows 2000 Server)
Kerensky was a Technical Architect and a positive impact for the client isolating various connectivity issues with their PeopleSoft Internet
Architect configuration. He also assisted the developers with configuration and implementation of PeopleSoft Integration Broker and a 3rd Party
application. He provided solid PeopleSoft Best Practices Solutions to the client regarding their architecture.
♦
Troubleshot the database connectivity issues from the client workstations.
♦
Isolated the Application and Process Scheduler server configuration errors and corrected them in a timely manner.
♦
Provided technical expertise and guidance to clients on integration approaches, process re-engineering and design
♦
Applied the applicable patches keeping with PeopleSoft standards.
♦
Assisted the Developers with the configuration of
♦
Successfully tested a transaction from PeopleSoft Integration Broker to the clients 3rd Party Apps.
♦
Assisted the client in configuring a test environment for continue development.
♦
Provided detailed documentation of the suggested configuration of the existing architecture.
AON Consulting (03/04 – 04/04)
PeopleSoft FSCM Implementation
(Applications FSCM 8.4 sp1, Tools 8.42, Oracle 8.17, Solaris 8)
Kerensky was the PeopleSoft Weblogic Administrator in which he integrated a high availability and fail-over solution for the client production
Web Servers. Kerensky was diligent at keeping with PeopleSoft standards and recommendations for Weblogic configurations and settings. He
also provided training and knowledge transfer to the AON Consulting Web Administrator Representative.
♦
Integrated high availability and fail-over solutions for the client production Web Servers.
♦
Assisted the Senior Web Administrator with configuring the Foundry Load-Balancer.
♦
Configured a separate Weblogic Web Server for redirection.
♦ Installed and configured the Digital Certificates for Weblogic.
♦ Implemented the SSL protocol and forced secure logins for all users.
♦ Configured the Report Repository to utilize the load-balancer and the SSL protocol.
♦ Troubleshot the end users https browser connection errors.
♦
Applied patches to internet explorer certified by PeopleSoft.
♦
♦
♦
♦
Implemented Application Server tuning parameters for performance.
Trained the web administrators on supporting and maintaining Weblogic.
Configured both Unix and NT Process Scheduler with a Master Scheduler.
Worked with the Senior Unix Admin in creating scripts to administer the appserver, webserver, and process scheduler servers.
Recall Corp (11/03 – 03/04)
PeopleSoft FSCM and CIS Implementation
(Applications FSCM 8.4 sp1, Tools 8.44, MS SQL Server, Windows 2000)
Kerensky was the PeopleSoft Technical Architect in which he was instrumental in the configuration of the various environments included in the
go-live migration path. He integrated high availability and fail-over solutions for the client production environment. Kerensky was also diligent
at keeping all of the environments patched and upgraded to the latest level.
♦
Technical lead for the Installation and configuration of all go-live environments.
♦
Instrumental in keeping all environments current with upgrades and patches.
♦
Applied application fix packs and maintenance packs.
♦
Upgraded all environments from PeopleTools 8.42 to PeopleTools 8.43, and then to PeopleTools 8.44.
♦
Integrated high availability and fail-over solutions for the client production environment.
♦
Instrumental in the migration of objects from the various environments for testing and configuration.
♦
Proficiently ran compare reports to databases when applicable, and also to projects before and after migrating them over.
♦
Created and refreshed the Unicode Databases for the developers for each phase of the implementation.
♦
Supported developers with app engine, sqr, and crystal reports.
♦
Created Process Scheduler for all of the environments to include Production.
♦
Configured and Load-Balanced the application servers for QA, TEST, and PROD.
♦
Implemented the database backup schema for each environment.
♦
Created and implemented the security strategy for the TEST and QA environments.
♦
Troubleshot any technical problems, and resolved them in a timely manner.
♦
Assisted in the implementation of LDAP for the production environment.
♦
Configured the PeopleSoft Directory Interface (PDI) integration with LDAP.
♦
Installed the Windows 2000 Server operating System on the all the production servers.
♦
Instrumental in the configuration and implementation of the Dell CX600 storage arrays.
University of Maryland, University of Delaware, University of Central Florida (04/00 – 11/03)
PeopleSoft FSCM and HRMS Installation and configuration
(FSCM 8.4 and HRMS 8.8, Tools 8.42, DB Oracle 8.17, Solaris 8)
♦
Created the Demo and Sys databases on an Oracle 8.17 platform.
♦
Configured Weblogic Web servers for fail-over.
♦
Load-balanced and configured the Application Servers with the Web servers.
♦
Configured the Process Schedulers and the Report repository.
♦
Installed and configured Peoplebooks and Verity Search.
♦
Applied various tools and application patches.
♦
Effectively upgraded the PeopleTools to the latest tools release, both manually and using the upgrade assistant.
♦
Installed and configured all 3rd party applications such as Tuxedo and Crystal reports.
♦
Ran Audit reports to determine any errors or inconsistencies in the databases.
♦
Ran the verification scripts in order to test out the functionality of the application.
♦
Configured additional environments and domains for Dev and TST.
♦
Provided hands on knowledge transfer to ensure strong understanding of the ins and outs of the PeopleSoft Architecture.
Bass Hotels and Resorts (12/98 – 03/00)
PeopleSoft 8.8 HRMS and Portal Implementation
(Applications 8.8 HRMS Portal 8.4, Tools 8.42, DB SQL Server, Windows 2000)
Kerensky was the Architecture Lead and provided the client with assistance in integrating high availability and fail-over solutions into their
Application and Web server environments. He was instrumental in providing technical feedback during the implementation workshop.
♦
Technical Lead for installation and configuration of additional environments.
♦
Implemented the installation of HRMS 8.8 and Portal 8.4 on the Test, Development, QA, and Production environments.
♦
Developed technical environments standards for customer.
♦
Configured Single-Sign on for the Portal to interface with the HRMS product suite on all the various environments.
♦
Configured multiple application servers and process schedulers for connection fail-over, and multiple web servers for connection fail-over
and load balancing for both HRMS and Portal.
♦
Provided detailed documentation on each environment created to thoroughly assure customers satisfaction.
♦
Created various PeopleSoft Databases for development and test environments
K EV IN M. D O RAN
PEOPLESOFT PRODUCT EXPERIENCE
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
HR/Benefits/Payroll
eCompensation
Benefits Administration
Manager Desktop
eRecruit
General Ledger
Change Assistant(CA)
ePerformance
Compensation
ePay
eCompensation
Accounts Payable
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
MSS / ESS ( self service e-Apps )
eBenfits
GL interface
Accounts Receivable
Inventory
Billing
PEOPLESOFT PEOPLETOOLS EXPERIENCE
ƒ Application Designer
ƒ
ƒ
ƒ
ƒ
ƒ Application Server
( tuxedo / jolt )
ƒ Weblogic ( 8 and above )
ƒ Peoplecode debugger w/PIA
ƒ Workflow
ƒ Business Process Designer
nVision
Application Engine
Administering PS Security
Security setup(Roles/PLs)
ƒ Upgrade Assistant / Change Assistant (CA)
ƒ
ƒ
ƒ
ƒ
Change Assistant
Data Mover
Data Conversion Tools
Tree Manager
ADDITIONAL DATABASE EXPERIENCE
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
Oracle DBA – Install / setup / config / tuning SQL + PS Batch processes
Oracle install + Setup on NT + Unix platforms
Oracle – Enterprise Mgr
ƒ Oracle – DBA Studio
Quest - Toad
ƒ Quest - Stat
Quest – SQL Navigator
ƒ Quest – SQL Expert
Data Conversion Tools
ƒ MS SQLServer
ƒ DB2-OS/390 z/OS v1.4
ƒ Quest - SQLab
ƒ Quest – Vista Plus
ƒ
SUMMARY OF PROFESSIONAL EXPERIENCE
CLIENT NAME
PROJECT TYPE
SOFTWARE VERSION
MODULES
HR, Ben, Pay, ESS,
GL, AP, PO, AR, BI,
PC, AM
HR, Benefits Admin,
Payroll, T&L and ESS
ROLE
6/2009-Present
Upgrade to version 9.0
PeopleSoft
HCM/Financials
Weld County, CO
2/09-Present
Upgrade to version 9.0
PeopleSoft 8.8-9.0
Cox Communications
10/07 – 12/08
Implementation
eApps(MSS/ESS), Total
Compensation
PeopleSoft 8.9 ( HCM
+ ELM )
Cross Country
Staffing/Healthcare
4/07 – 9/07
Cross Country
Staffing/Healthcare
9/06 – 4/07
Cox Enterprises
12/05 – 9/06
Cox Enterprises
6/05 – 12/05
Cox Enterprises
2/05 – 6/05
Home Depot
6/04 – 2/05
Financials + HR Front
Office / Paybill (MSS)
implementation
Financials 8.9 Upgrade,
HR 8.9
implementation(MSS)
Financials 8.9 Upgrade,
Compensation Team
Implementation
eApps(MSS/ESS),
PeopleSoft Upgrade +
Total Compensation
PeopleSoft Upgrade
PeopleSoft 8.9 ( HR +
FS )
PeopleTools 8.45
HR, MSS + ESS selfservice
Home Depot
9/03 – 6/04
HR / self-service
Implementation(MSS/ESS)
PeopleSoft 8.8
HR, MSS + ESS selfservice
Upgrade Lead + technical
Upgrader + Technical
Project Manager
Development Lead ( 20
Developers )
Genesis Healthcare
3/03 – 9/03
Emory University
HR/BenAdmin/Payroll
Upgrade
HR/Payroll + SA
PeopleSoft 8.8
HR, Ben, Ben Admin,
Payroll
HR, Ben, Payroll +
Upgrade Lean, Tech Lead,
Architecture Lead
Student Admin Technical
HR/Ben/Payroll/T&L
ESS/MSS, ePay,
eProfile, eRecruit,
ePerformance, ELM
Front Office, PayBill,
reporting/nVision
PeopleSoft 8.9
PC, AR, GL, BI, AP,
FO, PayBill, nVision
PeopleSoft 8.9
AR, AP, Billing, GL,
nVision
eBenefits, Benefits
Administration
Variable Compensation
PeopleSoft 8.3
PeopleTools 8.21
PeopleSoft 8.3
Upgrade Advisor and
Technical Support.
Project Manager, Upgrade
Lead, Developer, Prod
Support
Project Manager, Tech Lead
Tech Lead, Integration
Broker setup, config and
tuning, app server tuning
Technical Upgrade Lead /
Upgrader
Upgrader, Project Planning
Tech Lead
Upgrader + Technical Lead
Student Administration
lead
GL,AP,PO, IN, AM,
nVision reporting
HR, Ben, Ben Admin,
Payroll
HR, Ben, GL, AP, AR,
BI, nVision reporting
HR, Ben, Payroll, Front
Office, FS
Upgrade Lead, Tech Lead,
Architecture
Upgrade Lead, Tech Lead
PeopleSoft 8
HR, Ben, Payroll
Upgrade + eBenefits(ESS)
PeopleSoft 8
HR, Ben, Payroll
Technical Lead & Oracle
DBA
Developer
Implementation
PeopleSoft 7.5
HR, Ben, Payroll
Technical Lead
Upgrade
PeopleSoft 7.5
Technical Lead
Upgrade
PeopleSoft 7.5
Upgrade
PeopleSoft 7.5
Upgrade
PeopleSoft 6
HR, Ben, Payroll, T&L,
BenAdmin
HR, Ben, Payroll, T&L,
BenAdmin
HR, Ben, Payroll, T&L,
BenAdmin
HR, Ben, Payroll
Mid-Year Payroll
Conversion
PeopleSoft 6
HR, Ben, Payroll
Project Manager, Technical
Lead
Project Manager, Technical
Lead
Technical Lead
Citibank
4/97-11/97
PeopleSoft Inc.
11/96-4/97
AT & T Capital
10/96-11/96
Hewitt Associates
9/96-10/96
Implementation
PeopleSoft 6
Global HR
Technical Lead
System Testing
PeopleSoft 6
Pension Admin
Consultant
Development
PeopleSoft 6
HR, Ben, Payroll
Consultant
Implementation
PeopleSoft 6
HR, Ben, Payroll
Technical Lead
Sunglass Hut
International
7/96-9/96
Madison Square Garden
2/96 – 6/96
Implementation
PeopleSoft 5
HR, Ben, Payroll
Consultant
Implementation &
Conversion
PeopleSoft 4
HR, Ben, Payroll
Technical Consultant &
Lead
4/03 – 8/03 ( remotesupport )
Oakwood Hospital
11/02 – 3/03
Oakwood Hospital
5/02 – 11/02
Comforce Staffing
10/01 – 5/02
Randstad North
America
6/01 – 10/01
VISA International
4/01 – 6/01
Crestone International,
Inc.
2/01 – 4/01
Marsh & McLennan
11/99 – 4/01
John Harland
2/99 – 11/99
John Harland
2/99 – 11/99
John Harland
2/99 – 11/99
Madison Square Garden
7/98 – 1/99
Madison Square Garden
11/97-7/98
Upgrade(Student SelfService)
FS Upgrade
PeopleSoft 8.4
HR Upgrade
PeopleSoft 8.3
HR + FIN Upgrade
PeopleSoft 8
Implementation
PeopleSoft 8 + 7.5
Installation & Upgrade
Upgrade Lead, Tech Lead
Technical Lead, PSA &
DBA
Architectural Lead
DETAILED PROFESSIONAL EXPERIENCE
Washington County Maryland, Upgrade Lead for HCM and Financials Upgrade- Provided part time assistance to client staff during the upgrade
to version 9.0. Several modules are involved including HR, Base Benefits, Payroll, General Ledger, Accounts Payable, Purchasing, Asset
Management, Project Costing, Accounts Receivable and Billing. Kevin is assisting as a “player/coach” helping mentor the client through the upgrade
process and working with the infrastructure team to enhance performance throughout the applications.
Weld County Colorado, Upgrade Lead for HCM Upgrade- Led a large scale upgrade from version 8.8 to 9.0 of PeopleSoft’s HCM products.
Customer was also in the process of implementing Time and Labor and various ESS applications so the project had several key checkpoints where
data was integrated into the database. Kevin served as the upgrade lead, co-project manager and technical development lead throughout. Currently,
Kevin is assisting with post production support and tuning of the applications on a remote basis.
Cox Communications(Atlanta), Technical Lead for eApps Implementation — Hired to manage a Peopletools Upgrade along with
implementing e-Apps(ESS + MSS) such as ePerformance, eCompensation and Variable Compensation, Mr. Doran is responsible for
implementing a complete PeopleSoft self-service solution involving workflow routing and a detailed setup of PeopleSoft security.
Cross Country Healthcare, 8.9 Upgrade, FO/Paybill install and Implement — Served as Project Manager for Financials 8.9 upgrade combined
with Paybill/Front-Office implementation. Installed HRMS 8.9 and integrated to Financials utilizing Integration Broker messaging.
Implemented new integration broker messaging scheme introduced in PeopleTools 8.48. Installed all maintenance packs and PeopleTools
updates. Implemented reporting solutions including AE, SQR and nVision.
Cox Enterprises(Atlanta), PeopleSoft eBenefits Tech Lead — Mr. Doran was responsible for HRMS development ( including Cobra, FSA, +
other PS modules ) in addition to enhancing a major SQR interface which fed the HR database with data from subsidiary companies. Mr.
Doran’s role was expanded to include for Open Enrollment enhancements for the 2006 + 2007 OE seasons which required an in depth knowledge
of PeopleSoft self-service(ESS + MSS).
The Home Depot(Atlanta)
•
Upgrade, Upgrade Lead – Documented a project plan, issues, risks for upgrading the PeopleTools to rel. 8.45. Implemented the new
Tuxedo ( 8.1 ) and Websphere WAS ( 5.1 ) across a Unix / Mainframe ( z/os 4.1 ) / NT architecture. Identified all database +
architectural customizations and reapplied at the target version. Reengineered customizations to stay more vanilla and be better
poised for the next upgrade. Documented all phases of the upgrade using eRoom(Documentum). Executed all technical upgrade
passes including go-live cutover.
•
Implementation, Development Lead – Development Lead for a PeopleSoft HRMS implementation of Version 8.8. Responsible for
an onsite team of 15 developers + an offsite team of 20 developers in India. Managed development from spec document creation,
through development, system testing + go-live. Given the employee population, it was a phased rollout scheme – with a total
population of 360,000 active employees ( 1 million total including terminated EEs ). Implemented Manager self-service(MSS) with
enhanced workflow capabilities for over 10,000 Managers. Utilized XML + Java for integration of Legacy + 3rd. party apps –
including Tesseract + Kronos ( WFC + 8D versions ). Utilized Mercury Load Runner for stress testing the PeopleSoft PIA ( up to 250
concurrent users ).
Genesis Healthcare, Upgrade Lead, Tech Lead — Upgrade Lead for an upgrade from PeopleSoft 7.5 to 8.8 ( HRMS/Ben/Payroll ). Lead the
effort of installing the PIA infrastructure and oracle database instances for both UNIX and NT. Directed project management by identifying all
phases of the upgrade, including: install / initial-pass/customization reapplication / testing / parallel / go-live cutover. Applied all mid-upgrade
bundles, tax updates and PeopleTools upgrades(8.43.03). While executing upgrade passes ( move-to-productions ). Mr. Doran was able to assist
in the development efforts by upgrading SQRs, nVision and online customizations.
Oakwood Hospital, Upgrade Lead, Tech Lead — Upgrade Lead for an upgrade from PeopleSoft 7.5 to 8.3 ( HRMS/Ben/Payroll ). Assisted
PMO with project planning all phases of the upgrade from install/initial-pass/customization reapplication/testing/parallel/go-live cutover. After
go-live with HR 8.3, the client immediately transitioned me to the FS 7.5 -> 8.4 upgrade where I cut the move-to-production upgrade scripts from
70 hours to 17 – minimizing the production downtime during conversion weekend. Integrated and applied all mid-upgrade bundles and
PeopleTools upgrades.
Comforce Staffing, Upgrade Lead, Tech Lead — Performed an upgrade from PeopleSoft 7.02 to 8SP1 (PeopleTools 8.15) of the HRMS
product. Modules included human resources, base benefits and payroll. The client had a highly customized environment including a sub-system
for PayBill – Billing interface to the PeopleSoft Financials product. Utilizing Quest Tools and Oracle tracing, tuned the Application Engine
conversion steps to significantly reduce the move-to-production window for the go-live upgrade weekend.
Randstad North America(Atlanta), Technical Lead, PSA & DBA — Developed and administered change control for the architecture of the
PeopleSoft 7.5 HRMS and Financials products, and PeopleSoft 8.1 Front Office Staffing product. Created testing, qa, and production
environments on NT and UNIX. Implemented database links and synonyms between databases for table sharing. Implemented a scheduler
(Control-M) for batch scheduling to work in conjunction with process scheduler. Migrated all customized objects, patches and fixes.
VISA International, Installation & Upgrade, Technical Lead & Oracle DBA — Installed PeopleSoft 8 on both NT and UNIX environments.
Served as the Oracle DBA, installing Oracle on both NT and UNIX, creating all necessary file systems and databases. Devised a database
migration strategy for the client to convert off of Informix 7 and onto Oracle 8.1.7 with the new release of PeopleSoft 8. Wrote all database
migration programs, which included datamover, SQL, and Oracle’s SQL-loader scripts. Setup the application server and Web server and all
PeopleSoft Internet Architecture (PIA) components.
Crestone International, Inc., Upgrade, Technical Lead & Oracle DBA — Executed the PeopleSoft 7.5 to 8 SP1 upgrade steps utilizing the
Upgrade Assistant tool. Led the effort for the reapplication and reengineering of customizations. Implemented ESS + MSS modules including:
eBenefits, ePay, eRecruit, eProfile and eCompensation. Assisted in the install of the PeopleSoft 8 database, Web server (Apache) and application
server components. Installed the needed Oracle database environment on NT.
Marsh & McLennan, Implementation, Technical Lead — Implemented the PeopleSoft 7.51 HRMS product. Installed the human resources and
benefit administration modules globally; the payroll module was installed for North America, which included for over 50,000 active employees.
Provided mid-implementation upgrades and consulted on technical architecture issues. Executed all database (Oracle) scripts and performed all
tuning issues. Created a source-control, conversion and migration strategy document. Created the technical specification design documentation;
coded numerous interfaces; and conducted peer reviews. Provided PeopleTools design work and coded SQR’s for two major sub-systems related
to executive compensation. Facilitated sessions to assess the feasibility of upgrading to PeopleSoft 8 for employee self-service.
John Harland(Atlanta)
•
Upgrade, Technical Lead — Performed an upgrade from PeopleSoft 6.x to 7.5 for the HRMS and Financials products including the
human resources, base benefits, payroll, benefit administration, time and labor, general ledger, accounts payable, purchasing, project
costing and inventory modules. Managed the core upgrade offsite at the Crestone Upgrade Lab facility utilizing Citrix dial-in.
Managed the architecture upgrades for the UNIX (DEC to Sun) OS and Informix engine. Configured and tuned the application server.
Executed delta training to the development team for the new PeopleTools. Assisted in the setup for new functionality in PeopleSoft
7.5 and executed the final move-to-production weekend conversion. Attended PeopleSoft upgrade seminars.
•
Upgrade, Architectural Lead — Installed, configured, administered and upgraded the application server, which served as the
backbone for the 3-tier architecture. Upgraded the Tuxedo and SQR engines on the UNIX server for PeopleTools upgrades. Tuned the
application server domain to optimize the varying processing needs during peaks of a week/month, such as month end closing and
payroll calculation/confirmation.
•
Upgrade, Project Manager, Technical Lead — Performed a minor upgrade from PeopleTools 7.54.10 to 7.56 and PeopleSoft 7.5 to
7.51 of the HRMS product.
Madison Square Garden
•
Upgrade, Project Manager, Technical Lead — Led an upgrade from PeopleSoft 4.02 to 6.01 (6.1 PeopleTools) of the HRMS
product. Developed a project plan and documented each step of the upgrade, including a list of all customized objects and completion
times. Implemented the system in a Citrix/Winframe environment, utilizing the 3-tier architecture for better performance, platform
independence, and dial-up capabilities into PeopleSoft. Administered training to the users, and executed the move-to-production
process. Managed the parallel test plan, and served as the point person for all technical issues – both environment and PeopleSoft
related.
•
Mid-Year Payroll Conversion, Technical Lead — Coded, tested and documented all conversion SQRs to bring over all balances
and EE data and enrollments. Setup conversion database and migration paths for data and objects.
Citibank, Implementation, Technical Lead — Performed the global feed of human resource, talent, and compensation employee data from 98
countries into PeopleSoft 6.0. Designed, coded, tested and documented the interface utilizing change control. Developed all customized menus,
panels, and PeopleCode that displayed the global online data. Customized process scheduler UNIX scripts to follow a searching hierarchy, a function
that was not delivered in PeopleSoft 6.0.
PeopleSoft Inc., System Testing, Consultant — Member of a technical and function team responsible for testing the production release of the
PeopleSoft 6.0 pension administration product. Utilized tools such as Navigator and SQA Robot.
AT & T Capital, Development, Consultant — Assisted in the development of an interface for a payroll bonus structure. Developed an SQR
program that populated customized PeopleSoft tables, which served as an interface to a third party provider.
Hewitt Associates, Implementation, Technical Lead — Debugged and trained the technical staff on the PeopleSoft process scheduler
functionality. Designed, coded and documented all SQRs to interface a department tree to a third party software application.
Sunglass Hut International, Implementation, Consultant — Developed a general ledger interface, which included process scheduler setup.
Coded and tested other interfaces such as check reconciliation, life insurance, direct deposit, and Canadian vacation.
Madison Square Garden, Implementation & Conversion, Technical Consultant & Lead — Member of a technical team responsible for
converting balances from a legacy system into PeopleSoft. Led the development of the PeopleSoft process scheduler and SQRs; and query tuning
of SQL.
EDUCATION
ƒ Georgia Institute of Technology — Bachelor of Computer Engineering
ƒ Georgia State University – Masters Business Administration ( 2008 )
Ajay Kumar
Summary:
•
Over seven years of extensive experience as PeopleSoft Consultant.
•
Technical experience in maintenance/support/upgrade/implementations of PeopleSoft Student Admin/Campus
Solutions projects.
•
Proficient in People Tools, PIA and People Code. Proficient in the creation of complex reports using SQR, PS/Query.
Accomplished in successfully customizing modules based on organizational needs and requirements.
•
Contributed support and maintenance to a complete and efficient upgrade or implementation due to extensive knowledge
in PeopleSoft upgrades, application programming, and database concept. Very proficient with Campus Community,
Admissions, Student Records, Financial Aid, Student Financials, Payroll, Benefits, HR and with Crystal Reports,
PeopleTools, Peoplecode, Application Engine. Extremely motivated team player with solid organizational and time
management skills.
•
Experience in fit/gap Analysis.
•
Excellent communication skills and a very good team player.
Skills:
PeopleSoft Student Administration (7.5/8.0/8.9/9.0) (Student
Records, Campus Community, Financial Aid, Student
Financials, Admissions, and Academic Advisement) HR
Resources (Benefits, HR, Payroll, Time and Labor), PeopleTools
(7.56/8.12/8.14/8.16/8.45/8.48) - Application Designer,
Data Mover, Process Scheduler, Import Manager, Workflow,
Component Interface, Web Server (Apache), Application Engine,
Upgrade Assistant and Peoplecode.
Reporting Tools:
SQR, PS Query, Crystal Reports, nVision Reports
RDBMS:
Oracle 10.2.0/9.x/8.x/7.x, MS SQL Server 7.0/6.5
Operating Systems: Windows XP/2K/NT/98/95/Me, UNIX, Linux
Packages:
Dream Weaver, MS Office2007, STAT
Scripting:
UNIX (Shell Programming), PHP
Languages:
C, C++, VB, Java, COBOL, HTML
ERP:
Project Experience:
University of North Carolina, Chapel Hill, NC
PeopleSoft Techno Functional Consultant
Aug 2009 – Present
•
Designed and developed interfaces and conversion programs as part of the University’s PeopleSoft Campus Solutions 9.0
Implementation.
•
Designed and developed Fraternity Sorority Interface which will take the legacy data and use it to assign students to a
student group associated with the particular student groups which will updates STDNT_GRPS and STDNT_GRPS_HIST
tables.
•
Designed and developed the Interface for SIS Holds to PS Service Indicators which process legacy active hold
information from SIS to PeopleSoft for the purpose of updating service indicators during the dual maintenance phase of
the PeopleSoft project which will update SRVC_IND_DATA and AUDIT_SRVC_IND tables.
•
Involved in discussions with the Users about the requirements and analyzed the need and provided functional and
technical direction.
•
Worked on Admission, Student Records, Campus Community, Student Financials issues in Go-Live phase of the
Implementations.
•
Designed and developed Course Catalog and External Course Catalog conversions.
•
Worked extensively on Application Designer, Application Engine, and Component interface, People Tools, People Code,
Integration Broker, SQR, File Layouts and Data Mover.
Environment: PeopleSoft Campus Solutions 9.0 Modules: Student Records, Financial Aid, Student Financials, Admissions, HR and
Benefits. People Tools 8.49/8.22/8.15/8.06., Oracle, SQR, Data Mover, XML Publisher, SQL, UNIX and Windows XP
City Colleges of Chicago, Chicago, IL
PeopleSoft Consultant
•
Aug 2007 – Jul 2009
Upgrade of Student Administration Applications- Campus Community, Student Records, financial aid ,student financials,
Self-Service and Admissions
•
•
•
•
•
•
•
•
•
•
•
Developed, Technical Specifications and code for many modifications and interfaces in Student records like Drop
Enrollment Prevention, Audit Recording, Auto Creation of Milestones, Registration Status, Diploma Management, Student
Data Extract and Service Indicator Maintenance.
Involved in setting up of the 3C’s (Communications, Checklists & Comments) for Campus Community.
Wrote SQR to read a flat file, find the existing PeopleSoft tables import the data into PS tables to keep a comprehensive
award history at your fingertips and Calculate financial Aid awards online.
Customized and created records, panels, menus for the Student Records.
Worked extensively with SQR, PeopleTools, Peoplecode, Application Designer and Application engine.
Involved in implementation of the Student Financials module including, Cashiering, Tuition Calculation, Billing, General
Ledger Interface, Quick Post, Group Post, Refunding, work study and Item Type design
Provided production support on the Campus Community and Admissions modules to both undergraduate and graduate
end-user offices
Developed conversion and interface programs using SQR to convert data from legacy systems to the PeopleSoft Tables.
Created new Records, Panels and attached them to menu’s and assigned the menus to operator classes through security
administrator.
Developed interface programs to populate various PeopleSoft tables.
Wrote documentation, trained users and production support.
Environment: PeopleSoft Campus Solutions 9.0/8.0 Modules: Student Records, Financial Aid, Student Financials, Admissions, HR
and Benefits. People Tools 8.49/8.22, Oracle 10.2.1, Quest Stat, SQR, , Data Mover, XML Publisher, SQL, UNIX and Windows XP
University Of Michigan, Ann Arbor, MI
PeopleSoft Consultant
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Jan 2007 – Aug 2007
Responsible for the customization, development, design, upgrade, implementation, testing and support of the PeopleSoft
Student Administration and Student Records Modules.
Customized and created records, panels and menus for the Student Records, Financial Aid, Student Financials,
Admission, and Academic Advisement.
Worked extensively with SQR, People Tools, Peoplecode, Application Designer and Application Engine.
Developed Technical Specifications and code for many modifications and interfaces in Student records like Drop
Enrollment Prevention, Audit Recording, Auto Creation of Milestones, Registration Status, Diploma Management, Student
Data Extract and Service Indicator Maintenance.
Involved in discussions with the Users about the requirements and analyzed the need.
Worked with Student Records to extract and to update the data to the respective tables.
Worked on the complete life cycle of Student Administration modules, which included Student Records, Campus
Community, Financial Aid, Student Financials, Admissions, and Academic Advisement.
Customized and created records, panels, menus for the Student Records.
Worked on Converting the Functional Design Documents to Technical Design Documents.
Developed interface programs to populate various PeopleSoft tables.
Responsible for writing Peoplecode programs, giving validations and functionality to the customized panels.
Involved in discussions with the Users about the requirements and analyzed the need.
Worked on Student Administrative products like PeopleSoft Academic Advisement that comprises of accurate degree
tracking and analyzing the tools for student progress.
Wrote the process for Pin Registration for students. Also wrote reports for the above process. This process included
people code and a process to assign pin numbers to the students and also a process to remove holds to the students.
Wrote SQR’s for Financial Aid GAP-1 and GAP-5.
Wrote SQR’s for Correction Record process in Financial Aid.
Create and customized complex SQL queries to meet eligibility criteria.
Wrote SQR’s for Admissions Action, Admit Type and Admissions Funnel for displaying the applicant details across one or
multiple terms in Admissions Module.
Created Error table to track the errors while executing the conversion programs.
Developed one standard SQC program to generate report on errors and control totals report, which can be used by all
conversion programs.
Worked extensively in all the processes of conversion.
Environment: PeopleSoft Student Administration 9.0/8.0 sp1 Modules: Student Records, Financial Aid, Student Financials,
Admissions, HR and Benefits. People Tools 8.48.07/8.22, Oracle 10.2.1, Quest Stat, SQR, Data Mover, XML Publisher, SQL, UNIX
and Windows XP
Indiana University, Bloomington, IN
PeopleSoft Technical Upgrade Consultant
Dec 2005 – Nov 2006
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Involved in the implementation and upgrade of Student Administration Applications- Student Records, financial aid,
student financials, Self-Service and Admissions.
Conducted meetings with users and the testing team and involved in discussing their problems and helped them out in
finding the proper solutions for their requirements.
Involved in discussions with the Users about the requirements and analyzed the need.
Provided functional and technical direction.
Involved in the Upgrade process from Student Administration 8.0 to HRSA 8.9.
Set Core Tables, Installation Tables, Defining Rules for Admissions, financial aid, Student Records and Campus
Community.
Planned the creation of XLS files and Tab delimited/CSV files to update and load the date into the respective tables for
Financial Aid and Work-study.
Customized and created records, panels, menus for the Student Records, Financial Aid, Student Financials, Admission,
and Academic Advisement.
Migrated data from legacy system to PS for Admissions and Campus Community.
Worked with Student Records to extract and to update the data to the respective tables.
Developed interface programs to populate various PeopleSoft tables.
Involved in re-customization of all external objects (SQR’s, Crystal Reports, etc.).
Extensively involved in working with modifying and writing SQR’s from Scratch.
Involved in acquiring Specifications from the functional team and modifying the SQR’s as per the Specs.
Wrote documentation, trained users and production support.
Environment: PeopleSoft Student Administration 8.0/8.9 Modules: Student Records, Financial Aid, Student Financials, Admissions,
Academic Advisement, Payroll, HR and Benefits.
Houston Community College, Houston, TX
PeopleSoft Technical Consultant
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Feb 2004 – Dec 2005
Designed and developed Component Interfaces for FACTS, College Transcripts, and Academic Advising Degree
Audits like Grad audit, Local shop and Course lists using java and People code by User Defined methods.
Designed and developed Online Application for both the Credit and Non-Credit Students.
Designed and developed LDAP Authentication using java for FACTS.
Using Maintain Security assigned new Permission Lists and Roles based on our organizational needs to use the
PeopleSoft functionality of Role based Security. Involved in Mass creation of Users.
Worked on data mapping by identifying all the external source tables and fields and identifying corresponding PeopleSoft
tables and fields for our data conversion.
Written SQR programs which will extract the (Flat files) and loaded it into PeopleSoft benefit tables and these reports are
written to handle rejected rows and to produce report identifying the rejected rows.
Developed Application Engine Program to upload Hire Information from XML Data file into PS Staging Tables using
File Layouts and People Code, which will be further populated into Corresponding PS tables using Conversion SQR
programs.
Involved in customizing Student Records application by creating Records, Panels, panel groups, attached them to
required menus through Application Designer and made them available to various operators and Operator Class through
Security Administrator.
Involved in customizing Student Records application by creating Records, Panels, panel groups, attached them to
required menus through Application Designer and made them available to various operators and Operator Class through
Security Administrator
Gathered reporting requirements from users and functional team members, analyzed and suggested the best possible
reporting tools (SQR, Crystal, PS Query) need to use.
Extensively used Process scheduler for scheduling recurring process for conditional Scheduling of successive process for
setting up the reports to run at specific time and implementation of batch processing. Developed Various Interfaces for
generating Transcripts to Tallahassee.
Created Run Control panels, Panel Groups and added process definitions to set the customized reports to run under
Process Scheduler and to get user run control parameters for the reports. Created a custom batch program using SQR
to upload Print Roster and Enrollment Roster by Class from Microsoft Excel to PeopleSoft.
Involved in setting up Test Cases for Validation. Tested panels on-line including inputting an initial row of data, inserting
rows, correcting data, deleting rows, verifying defaults and checking for prompts.
Designed and developed custom reports in SQR, Crystal and PS/Query like Veteran Summary report, veteran progress
report, veteran schedules report, Survey labels report, credit and Non Credit transcripts to name some. Customized some
of the delivered PeopleSoft reports to meet client’s requirements.
Environment: PeopleSoft Student Administration 8.0 Modules: Student Records, Campus Community, Financial Aid, Admissions,
Academic Advisement, Payroll, HR and Benefits.
Applied Materials, Austin, TX
Jun 2001 – Nov 2003
PeopleSoft Technical
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Played key role in Development of interfaces of People Soft HR, Benefits, Payroll
Developed new interfaces for Disability Benefits, FSA Dependent Care, Health Care and Garnishments AP Checks etc.
Developed pages, projects, Application Engine Programs, records, menus and SQL queries for Benefits, Payroll
applications
Customized Existing interfaces for Bank Recon, Direct Deposit/ Prenote, Directory online, Directory paper
Developed various PeopleSoft Interface programs in order to run PAY CALC and PAYCONFIRM and validated with
Balance Tables
Customized Records PS_Personal_Data, PS_Employment and PS_Employees to include customized data fields like as
in legacy system
Worked on Payroll programs bond Purchase program, check print program and United-way interface.
Developed all new interface programs between PeopleSoft Expenses and Payroll System.
Developed interface programs to read from source systems, Process it and loads into the target tables of people soft
Worked on interfaces of applicant data, prospects data and enrolling prospects, associating recruiters data with the
recruiting and applicant centers, linking recruiters with the academic programs and academic plans
Mapping, transformation, and validation mechanisms are implemented for interface programs for HR, Benefits and Payroll
applications
Involved in debugging of errors in setup tables and defining set up values for Institution table, Dept table, Organization
table, Job code and security tables
Applied Tax Updates – 02A thru 02D and applied all necessary patches to HRMS, Benefits and Ben Administration.
Involved in Design and Development of interface Programs using SQR, Component Interfaces API with Business
interlinks for transferring of data from Legacy System to PeopleSoft HRMS (HR, Payroll, Benefits and T&L).
Involved in development of New and customizing the interfaces for Variable Compensation for Intensive eCompensation
of Benefits
Created graphical Crystal Reports as per the user specifications.
Wrote lot of Application Engine Programs for Benefit programs and Payroll and HR and Resume processing programs
Written and modified People Code from commenting to trouble shooting major interfaces that involve modifications to the
code.
Troubleshooting the problem areas in setting up HR tables that serve as the foundation of HR system and in producing
HR reports.
Troubleshooting the problem areas in interfaces with Benefits programs, enrolling employees into Benefit plan, calculating
payroll deductions and in producing Benefits reports. Used PeopleCode, Application Designer, Tree manager, PS Query,
Process scheduler, SQR’s and nVision Reports for customization.
Responsibilities included PeopleSoft application customization and report writing.
Wrote PeopleCode programs for on line validations and functional processing.
Created/Modified Panels as per user requirement after discussing with user.
Developed new reports and customized existing PeopleSoft reports of General Ledger, Accounts Payable and Accounts
Receivable using SQR based on end user requirements.
Modified database tables, adding additional fields to the existing records and created new records and views.
Made changes to Application engine programs to accommodate all the customizations.
Resolving all the issues related with Pay cycle.
Used PeopleTools to establish operator and object security for the newly created panels and panel groups.
Solved production problems relating to PeopleCode and SQRs.
Extensively Involved in Post-Production Activities, Trouble shooting, fixing patches, Documentation and end user
training.
Performed adhoc reports using PS/Query.
CAPRICE A. AYERS
SUMMARY
•
•
•
•
•
•
Senior PeopleSoft Consultant with more than seven years of CIS experience.
Four plus years of PeopleSoft functional and technical experience; completion of three life-cycle implementations and one
upgrade.
Ability to lead modular implementation including scope definition and management, creation of project tasks, resource
forecasting and assignment, etc.
Skilled in PeopleSoft analysis, configuration, customization and administration.
Strong leadership, time management, and interpersonal communication skills.
Security 8.9 and 9.0 Implementations and upgrades.
PEOPLESOFT EXPERIENCE and Training
Functional and Technical Experience
RMS 8.9; 9.0
Base Benefits 8.9; 9.0
BenAdmin 8.9; 9.0
Payroll for North America 8.9
Payroll Interface 9.0
Talent Acquisition Mgr 8.9; 9.0
Enterprise Learning Mgt 9.0
PeopleTools
SQR
PeopleCode
Application Engine
e-Apps (Profile, Benefits, Recruit, Dev, etc.)
Security
Workflow
PROFESSIONAL EXPERIENCE
Senior PeopleSoft HCM/Security Consultant
Feb 08 – present
Dept. Treasury: HR/Ben/Payroll 8.3 to 9.0 Upgrade
•
•
•
•
•
•
•
•
Led Fit Gap between 8.3 and 9.0
Designed new security for 500 users for PS HRMS (HR, Base Ben and Pay Interface)
Established user profiles, roles and permissions for each user according to role.
Ran Portal Security synch as needed process.
Maintained ‘Structure and Content’ under Portal Navigations.
Provided end user training on new security setup for 8.9 environment
Created scripts via SQL Plus and Data Mover to import and export data from one environment to another. Prepared
documentation on Security policies and procedures for client.
Created PS Queries, upon customer’s request. Provided Security restructure for PeopleSoft HRMS system is in
compliance with Sarbanes Oxley.
Senior PeopleSoft HCM/Security Consultant
May 2006 – Feb 08
Chipotle: HR/Ben/Payroll 8.0 to 9.0 Upgrade
HCM Lead
•
•
Successful delivery as lead consultant on upgrade team for restaurant franchise whose goal was to efficiently modify
business/system processes previously established for 8.0 technology with focus on providing quality HRMS support to
store personnel consisting of over 15,000 active crew employees. Deliverables and accomplishments include:
Validation of project tasks and management of modular implementation using MS Project.
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Setup permission lists, roles, user profiles, and department security tree for client.
Provided Security documentation to client.
Provided training for new Security functionality.
Implementation of SmartHire.
Complete validation of system configuration for HR, Benefits, and Payroll module upgrades, including installation,
foundation, and employee data tables using PeopleTools, PS Query, and SQL/Toad.
Complete validation of core and employee data tables and interfaces affected by Company reorganization; expansion
from one to multi-company.
Complete validation of core and employee data tables and interfaces affected by Department reorganization; decrease
from approx. 3000 to 600 departments.
Create job code/department Expense Mappings and Activity Groups for GL interfacing.
Lead remediation effort of current custom GL interface program including SQR review, code testing/debugging, validating
custom mapping tables, and validating results: journal entry balances to penny, account codes created properly, account
balances for each earnings/deduction/tax code, employee level detail, etc.
Unit testing of modified and/or newly developed programs for reports and interfaces.
Creating , running, and/or testing existing queries using SQL Plus, Toad, and Query Tools;
Testing of delivered processes, delivered reports, and online customizations.
Testing and validating results of data and tools upgrade process, UAT refresh process, parallel refresh process, and
Production environment preparation process.
Testing and validating results of parallel iterations (Presheet Audits, PreCalc messages, Calc Messages, etc.)
Troubleshooting various issues as result of data upgrade.
Perform knowledge transfer and training of 9.0 processes for HR, Payroll, Benefits, and GL processing.
Vangent: HCM/MSS/ESS/eApps/ELM 9.0 implementation
HCM Lead
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Successful delivery as lead consultant on implementation team for government contracting firm whose goal was to
establish a more efficient process for maintaining 10,000+ active personnel bound by service contract agreements.
Deliverables and accomplishments include:
Development and maintenance of HR and Benefits project plans, policies, and procedures that are to be implemented.
Implemented Manager Self Service and Employee Self Service.
Management of project tasks, assignment of resources, and management of modular implementation using tools such as
MS Project.
Conduct preliminary training of core stakeholders on HR and Benefits components.
Conduct Fit-Gap sessions; create business process guides, process flow diagrams using MS VISIO; create analysis
documents for each area.
Complete system configuration of HR and Benefits modules including setup of installation, foundation, and employee data
tables with scripts and programs created using PeopleTools.
Validation of data loaded by CI, AppEngine, and SQL scripts.
Create and manage development of functional custom specifications.
Validation of HCM/BaseBen configuration settings using PeopleTools to research component characteristics.
Assisting with configuration and testing of eApps (E-Recruit and E-Profile) including Manager Self Service and Employee
Self Service functions.
Assisting with configuration and testing of HR/ELM integration points.
Creating and running queries using SQL Plus, Toad, and Query Tools;
Testing of delivered reports, processes, and custom programs.
Testing and validating results of parallel iterations (interfaces to Costpoint).
Complete training demonstrating installation and usage of UPK product tools.
Perform knowledge transfer and training of 9.0 processes for HR and Benefits,
The Nature Conservancy: HR/Ben/Payroll 8.9 implementation
HR/Ben Lead
•
•
•
•
•
•
Successful delivery as lead consultant on implementation team for global non-profit organization whose goal was to
incorporate a centralized approach to HRMS maintenance and support of employees in nine eco regions. Deliverables
and accomplishments include:
Conduct preliminary training of core stakeholders on HR and Benefits components.
Development and maintenance of HCM project plans, policies, and procedures; validation of project tasks, assignment of
resources, and management of modular implementation using MS Project
Conduct Fit-Gap sessions; create business process guides, process flow diagrams using MS VISIO; create analysis
documentation for each area.
Complete system configuration of HR and Benefits modules including setup of installation, foundation, and employee data
tables with scripts and programs created using PeopleTools.
Create SQL scripts and AppEngine programs to simplify configuration loading.
•
•
•
•
•
•
•
•
Create and manage development of functional custom specifications such as vendor interfaces, leave accrual processing,
and GL interfacing.
Validation of HCM/BaseBen configuration settings using PeopleTools to research component characteristics.
Creating and running queries using SQL Plus, Toad, and Query Tools;
Testing of delivered processes, reports, converted data, and online customizations
Testing and validating results of balances conversion.
Testing and validating results of parallel iterations.
Perform knowledge transfer and training of 8.9 processes for HR and Benefits,
Conduct demos of Competencies, e-Performance, and e-Development integration with ELM.
CBT (Caleb Brett): HRMS 8.3 to 8.9. Upgrade
•
•
•
•
•
•
•
•
•
•
•
Jan 2006 – Jul 2006
Setup Security for 97 users for PS HRMS (HR, Global Payroll, eLearning, Benefits).
Established user profiles, roles and permissions for each user according to role.
Ran Portal Security synch as needed process.
Maintained ‘Structure and Content’ under Portal Navigations.
Provided end user training on new security setup for 8.9 environment
Created scripts via SQL Plus and Data Mover to import and export data from one environment to another. Prepared
documentation on Security policies and procedures for client.
Created PS Queries, upon customer’s request. Provided Security restructure for PeopleSoft HRMS system is in
compliance with Sarbanes Oxley.
Worked with functional/technical leads for unit testing, users acceptance testing, and ‘go live’ issues.
Implemented OBLIX COREid to deploy web single sign-on, self-service, and password management.
Setup PeopleSoft Directory Interface to interface with LDAP in order to keep IDs in sync. This tools looks at the
installation table.
Created rules for use of dynamic role functionality.
Navitarie: Financials 8.0 to 8.8. Upgrade
•
•
•
•
•
•
•
•
•
•
Setup Security for 630 users for General Ledger, Account Payable, Purchasing, Accounts Receivable, Billing, Asset
Management, Workflow, Inventory, Commitment Control, and Project Costing.
Established user profiles, roles, and permissions for each user according to role.
Ran Portal Security synch as needed process.
Maintained ‘Structure and Content’ under Portal Navigations.
Provided end user training on new security setup for 8.8 environment.
Created scripts via SQL Plus and Data Mover to import and export data from one environment to another. Prepared
documentation on Security policies and procedures for client.
Created PS Queries, upon customer’s request.
Provided Security restructure for PeopleSoft Financials system is in compliance with Sarbanes Oxley.
Worked with functional/technical leads for unit testing, users acceptance testing, and ‘go live’ issues.
Setup Workflow rules for users.
Self Realization Fellowship – HRMS v9.0 implementation
•
•
•
•
•
•
•
•
•
•
•
Setup Security for 332 users for PS HRMS (HR, Payroll, Benefits). Setup 1000 users for Employee Self Service and
Manager Self Service).
Established user profiles, roles, and permissions for each user according to role.
Ran Portal Security synch as needed process.
Maintained ‘Structure and Content’ under Portal Navigations.
Created script that would automatically add new users to system and implemented process that would automatically
delete users when termed.
Provided end user training on new security setup for 8.9 environment.
Implemented new Flexible Row Level Security which provides access down to department, location, and business. Client
decided not to implement department tree security.
Created scripts via SQL Plus and Data Mover to import and export data from one environment to another. Prepared
documentation on Security policies and procedures for client.
Created PS Queries, upon customer’s request.
Provided Security restructure for PeopleSoft HRMS system is in compliance with Sarbanes Oxley.
Worked with functional/technical leads for unit testing, users acceptance testing, and ‘go live’ issues.
Howard University: HCM/FIN 8.9 implementation
HCM Lead / System Analyst
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Sep 2002 – Apr 2006
Successful delivery as an internal liaison for HR division within private academic institution whose goal was to incorporate
a proven ERP system to support faculty and staff that would replace obsolete technology, Deliverables and
accomplishments include:
Development and maintenance of HCM project plan, policies, and procedures that are to be implemented. Outlining
project tasks, assignment of resources, and management of modular implementation.
Conduct IDP sessions, create business process guides, process flow diagrams, and task update meetings for each area.
Create plans for data conversion and parallel validation and testing.
Customization and support of E-Recruit, E-Profile, E-Benefits, etc. including Manager Self Service and Employee Self
Service functions.
Validation of HCM configuration settings; creating and running queries; testing of delivered reports and processes;
Create and manage functional /technical specifications.
Conducted system, unit testing, and user acceptance testing]
Design and implementation of application module modifications-- creation of new projects, components, PeopleCode
definitions, SQR\SQC(s), and Application Engine programs. Modules include HCM/Benefits/T&L, AP/PO, and Asset
Management. Creation of letters and supporting documents for HRM employment actions i.e. retirement, separation,
FMLA, etc.
Creation of interface programs for third-party and/or legacy systems as well as setting up application messages using
Integrated Tools to be used by payroll and benefits sub-modules.
Workflow design to support MSS and SS approval routings.
Application and testing of security module, including permission lists, roles, and user profiles.
Creation of HCM training lessons and job aids utilizing UPK product tools; complete training staff of functional
responsibilities such as recruitment using UPK lessons.
Instruct PeopleSoft end-user training courses for the University community utilizing UPK tools.
Development of PeopleSoft Helpdesk policies and procedures that are to be implemented.
Setup and daily administration of Dell PE4300 server running Windows 2003: configured for file, print, app, security, and
recovery services.
Eddie Creech
Eddie has over 15 years of experience providing detailed technical support in data processing. This includes 13 years of consulting experience
encompassing a wide range of implementations. He has provided technical support, development and maintenance services as a Programmer,
Systems Analyst, Application Designer, Systems Architect, and Team Lead. He has participated in all phases of the System Implementation Life
Cycle and in the migration of legacy systems to Client server environments. He has performed systems and data design, interface analysis, code
development and has worked on all phases of testing: Unit, Linkage, System, and Parallel.
Eddie’s background also includes: online system maintenance; migration of data during conversion; code testing, evaluation and correction; use
and development of ISPF, REXX, and SQR tools; developing front and back end processes in COBOL and SQR; and migrating, converting, and
consolidating applications.
Eddie is known for his ability to bring together the many roles needed to efficiently facilitate application development and support. Along with
his strong technical background and the variety of his experiences, he is considered a valuable asset to any IT Team.
His primary objective is: ‘To bring to my Customers a level of Quality and Satisfaction that exceeds their expectations.’
Professional Experience
PeopleSoft Enterprise
HCM
v9 Integration
Commercial
(04/09 – Present)
HR: Responsible for managing the day to day activities of 9 technicians on the Data Migration Team; 5 of which
are U.S. based with the remainder in the U.K. Our Team is responsible for migrating employee HR data, including
compensation and benefits data, from an SAP system as the result of a global acquisition. He is also responsible for
milestone planning, defect management, and adherence to all project timelines while communicating all Team
concerns, or needs, with project stakeholders and the user community.
PeopleSoft Enterprise
HCM
v9 Integration
County Government
(10/08 – 04/09)
HR, Payroll, Base Benefits: Responsible for providing technical support to his Functional, and Technical,
counterparts during the integration of one County Agency’s legacy payroll system into another Agency’s
Peoplesoft v9 application. He was responsible for assisting with converting the minimal amount of HR and Payroll
related data, using Component Interface and SQR programs, needed to support the production of accurate checks.
He was also tasked with developing the GL interface from Peoplesoft’s Payroll to the Client’s Advantage financial
system.
PeopleSoft Enterprise
FSCM v9 Upgrade
State University
(01/08 – 10/08)
AR, AP, GL, Billing, Travel and Expenses, Assets Management, Cost Accounting: Responsible for interfacing
with the Oracle Upgrade Lab Team and acting as the onsite System Administrator while the upgrade was being
hosted by Oracle Hosting. While performing the Sys Admin role he was also an integral part of the Client’s
Technical Team: analyzing and correcting issues as they occurred; migrating customization from their 8.4
environment; working with the eProcurement Lead to develop workflow rules; assisting with Security analysis;
installation of Maintenance Packs, Bundles, and Patches; and providing continued technical guidance to the
Client’s HCM Team.
PeopleSoft Enterprise
HCM v8.9 Implementation
State University
(10/07 – 01/08)
HR, Payroll, Base Benefits: Responsible for coordinating, and coding, the import, manipulation, and loading of
the Client’s Legacy System data into a new v8.9 Peoplesoft HCM system. He was also tasked with installing all
Maintenance Packs, Bundles, and Tax Updates needed to bring the Client current relative to code releases prior to
go-live. He was the primary technical support on a Project that had been attempted 6 times prior over a 5 year
period. Due to his extensive HCM knowledge and extreme dedication to his Client, the Project was successfully
implemented on time and under budget.
PeopleSoft Enterprise
Portal Integration
City Government
(09/07 – 10/07)
HR, Payroll, Base Benefits: Responsible for mitigated, testing, and tuning patches being developed by an Oracle
offshore team regarding PSoft Portal which was attempting to integrate various PSoft applications using multiple
Tools releases.
PeopleSoft Enterprise
HCM v8.8 Migration
State Retirement
Organization
(04/07 – 06/07)
HR, Payroll, Base Benefits: Responsible for: reviewing the Client’s migration of their current PeopleSoft HCM
8.8 implementation from NT/SQL Server to Unix/Oracle; the analysis and correction of two data integrity issues
while accessing custom pages; the configuration of Portal to use single sign-on to simplify user access to the
Client’s FIN and HCM applications; and the creation of roles, and their associated permissions, in both Portal and
HCM, to support Single Sign-on and Employee Self Service.
PeopleSoft Enterprise
HCM v8.9 Implementation
Insurance Retailer
(02/07 – 04/07)
HR/Payroll: Initially responsible for migrating all of the Client’s 8.3 Peoplesoft HR and Payroll business process
documentation to current 8.9 process flows. This required reviewing the Client’s current process flows and
applying 8.9 navigation and touch points. Secondly, he was tasked with supporting the Director of Corporate
Security with all needs resulting from Sarbanes-Oxley audit findings. The first deliverable was a report that
depicted all active Roles; their associated Permissions; the Page/Bar access by Permission; the type of access: Add,
Update Display, Update Display All, and Correction; and the associated OPRID’s. The next task was to interview
current Security Administrators to develop a diagram, which would show the current security maintenance flow.
This included all players, forms, communication mechanisms, participating applications, and final dispensation of
the request.
Guaranteed Collateral
Financing
Wall Street
(06/05 – 02/07)
Netting, Funds Settlement, and Risk Management: Responsible for assisting in the integration of the Client’s
CMMI process and SILC methodology into their Fixed Income Domain during which time their ADM group
achieved CMMI Level III certification. As a model for the process, he was tasked with structuring what would
ultimately become the migration of GCF off of TMX, its current data repository, onto the Oracle database platform.
As the interim GCF Team Lead, he was tasked with managing two projects that were slated to fulfill a portion of
the Client’s corporate goals: Specified Pool Trades and GSD Consolidated Pricing. Both projects were delivered
on time and on budget.
PeopleSoft Enterprise
HCM v8.8 Post
Implementation
Rental Car Industry
(02/05 - 06/05)
PeopleSoft Enterprise
HCM v8.8 Migration
State Retirement
Organization
(07/04 - 04/05)
HR/Payroll: Responsible for post implementation performance tuning, fault analysis, data correction and
validation, process streamlining, report customization/correction, and general product related functionality review
and clarification for the Client. This was primarily a Production Support role with a great deal of emphasis placed
on mentoring the Client’s Technical staff in PeopleSoft architecture, tools, and data relationships.
HR/Payroll/Base Benefits: As the Technical Lead, he was responsible for the Installation and Configuration of
PeopleSoft HCM v8.8 on Tools v8.45 in conjunction with importing, manipulating, and loading the Client’s
Legacy System data into the new system. This included installing/configuring: Weblogic and the web server;
Tuxedo; NetExpress for the compilation of delivered COBOL; the File Servers and related file structures; the
Application Servers; Process Scheduler; App Designer; People books for Tools and HCM with search capabilities;
the Report Repository; and Integration Broker. While building and maintaining all supporting databases used
during the implementation, he was also responsible for applying all patches and fixes along with any ‘Required for
Install Bundles’ and Tax Updates that were delivered after F-03. Along with the installation, he was tasked with all
customizations including checks, advices, and 3rd party and internal interfaces. He has also developed SQL scripts
that facilitate the creation of multiple test environments from copies of the v8.8 Production environment in a matter
of minutes.
PeopleSoft Enterprise
HCM v8.8 Implementation
City Government
(05/03 – 6/04)
HR/Payroll/Base Benefits: Responsible for coordinating the import, manipulation, and loading of the Client’s
Legacy System data into a new v8.8 PeopleSoft HRMS system based on established project timelines. He designed
and developed a variety of SQR tools, from code generators to an automated job sequencing system, which helped
facilitate the population of the Production environment and a variety of testing environments. He also developed
most of the SQR programs and Datamover scripts used to facilitate the loading of the v8.8 data while managing the
workload of four technicians and responding to a variety of Functional User and Technical Analyst data needs.
Peoplesoft HRMS v8.3
Upgrade
State Government
(02/02 – 05/03)
HR/Payroll/BenAdmin: Responsible for coordinating the extraction, manipulation, and loading of v7.5 production
data into the new v8.3 system based on established project timelines. He designed and developed an automated job
sequencing system written in REXX that facilitated the initial population of the 8.3 Production environment which
was currently being used to load Testing environments based on user requirements; on demand, in a matter of hours
rather than days. He developed most of the SQR programs and many of the BMC utilities to facilitate the
movement of the 7.5 data while managing the workload of two technicians and responding to a variety of
Functional User data needs.
Peoplesoft HRMS v8.3
Upgrade/
Evaluation
State Government
(06/01 – 02/02)
Payroll: Responsible for: evaluating the Client’s custom PeopleSoft HRMS v7.5 Labor Distribution processes
relative to PeopleSoft v8.3 Time and Labor functionality; and assisting with requirements gathering and designing
acceptable solutions.
Peoplesoft HRMS v8.0
Upgrade
Law Firm
HR/Payroll: Responsible for recreating custom PeopleSoft HRMS v7.5 SQR reports and online data retrieval
pages to accommodate changes in data structures and page design in v8.0.
(05/01 – 06/01)
Peoplesoft HRMS v7.5
Implementation
State Government
(01/00 – 05/01)
HR/Payroll: Responsible for re-creating the Client’s custom PeopleSoft HRMS 3.22, Labor Distribution
functionality along with various other Business Processes in v7.5. This included multiple online modules using
Application Designer/PeopleCode and various batch programs written in COBOL and SQR. While working on the
Business Processes, he also assisted the Conversion Team with conversion SQR’s, COBOL programs, and utilities
such as BMC, REXX, and Data mover.
Peoplesoft HRMS v7.0
Implementation
Major Credit Card Company
(10/99 – 01/00)
Responsible for designing, coding, unit testing, documenting, and preparing for Systems Test, SQR conversion
programs that retrieved data from an ADP payroll master file and loaded the PeopleSoft HRMS v7.0 Tax and
Deduction balance tables. He was also responsible for providing post implementation support relative to data
synchronization and cleanup in the form of ad hoc SQR’s and SQL Scripts. While performing the above, he also
developed a real time, Leave Accrual process that provides current vacation liability relative to all California
employees.
PeopleSoft HRMS v7.0/7.5
Implementation
Major University
(10/98 – 08/99)
HR/Payroll: Responsible for designing, coding, unit testing, documenting, and preparing for Systems Test, SQR
conversion programs necessary to load the PeopleSoft HRMS v7.0/v7.5 Public Sector data tables and for providing
any technical assistance, from quick fixes to ad hoc reporting, necessary to facilitate a successful implementation.
He was also responsible for various custom SQR reports and the printing of checks/direct deposit statements.
While performing the above, Eddie developed an SQR that would expand SQR’s and SQC’s into a pseudo compile
listing which greatly enhanced a programmer’s ability to develop/debug SQR programs. He was also responsible
for devising a strategy, which allowed existing v7.0 conversion code to be v7.5 compatible. This gave the team the
option of loading v7.5 data repeatedly while avoiding an upgrade but also gave them the ability to revert back to
v7.0 if necessary. This process saved an estimated 4 weeks x 4 resources development time.
Peoplesoft HRMS v7.0
Scope
Major Health Insurance
Provider
(09/98 – 10/98)
PeopleSoft HRMS 6.0
Implementation
Major Drug Store Chain
(02/98 – 09/98)
HR/Payroll: As the Technical Lead, Eddie was responsible for the technical evaluation of the Client’s current
legacy system and the impact/requirements needed to support the implementation of PeopleSoft HRMS v7.0. It
was also his responsibility to provide technical support to the Payroll and Human Resource Functional Teams while
assisting with the overall development of the Scope deliverables.
As the Technical Team Lead of ten Programmers and Analysts, he and the Team were responsible for: conducting
feasibility analysis; designing, planning, and developing the code for migrating data from a legacy mainframe
system to a PeopleSoft v6.0 HRMS system. Additional responsibilities included the analysis, design, and
implementation of interfaces and corresponding documentation.
Telecom Billing System
Major Telecom Provider
(12/95 - 01/97 &
06/97 - 10/97)
As a Technical Consultant, Eddie provided support by evaluating, correcting, testing and distributing code fixes for
the Client’s Billing/Vouchers/Treatment System (BVT). He was also tasked with writing a COBOL front end to a
Toll Block Notifier load process, which would check for duplicate files and prevent incorrect file transmissions. He
was also responsible for the preparation and testing of emergency response procedures.
Long Distance Billing
System
Major Telecom Provider
(01/97 – 06/97)
As a Technical Consultant, he provided support for the maintenance, processing, and enhancement of the Client’s
long distance Carrier Access Billing Test System (CABS). He also rewrote the data distribution process while
sharing the responsibility for Quality Assurance testing.
Long Distance Billing
System
Major Telecom Provider
(01/95 – 12/95)
Eddie was responsible for the maintenance, enhancement, and running of 14 Carrier Access Billing System (CABS)
test environments based on request from users in Durham, NC and the Comparison Test Team (CTT) in Tampa,
FL. This encompassed all support functions on an IBM Mainframe necessary to test and implement new, CABS
Production code.
Long Distance Billing
System
Major Telecom Provider
(01/94 –01/95)
As a member of the Carrier Access Billing System (CABS) Operations Team, he was responsible for the support,
analysis, and streamlining of the recurring business processes of six CABS Production Environments.
Skills Summary
Databases
•
•
•
Oracle 10g
DB2
Microsoft SQL Server
•
•
TMX
IMS
Database Software
•
•
•
Toad
WinSQL
Oracle SQL Developer
•
•
SQL Talk
PeopleTools
PeopleSoft Enterprise
Human Capital
Management
(v6.0/7.0/7.5/8.3/8.8/8.9/9.0)
Public/Private Sector
•
•
•
•
Human Resources
Payroll
Base Benefits
Benefits Administration
•
•
•
•
PeopleTools
Application Designer
Application Engine
Component Interface
•
Process Scheduler
•
PIA
PeopleSoft Enterprise
Financials Supply Chain
Management
(v9.0)
•
•
•
•
Accounts Payable
Accounts Receivable
Asset Management
General Ledger
•
•
•
•
Travel and Expenses
Project Costing
Workflow – Rules/Setup
Chart Field Configuration
Mainframe Application
Software
•
•
•
•
•
•
TSO/ISPF
NDM
JCL (JES3)
INFOMAN
FILE-AID
ENDEVOR
•
•
•
•
•
•
EXPEDITOR
PANVALET
PLATINUM
SPUFI
ZOS
BMC
PC Application Software
•
•
•
IBM Rational Requisite Pro/Test
Manager/Clearquest
Mercury IT Governance
Lotus Notes
•
•
•
•
Microfocus COBOL
Office 2K/2K3/2007 Professional
Visio 5.0
SPFPC
Hardware & Operating
Systems
•
•
•
MVS/CMS
HP Unix
DOS
•
•
•
Windows: 95/98/XP/NT/2000/Vista
VAX/VMS
OS/2
Programming Languages
•
•
•
•
•
•
•
SQR
SQL
PeopleCode
COBOL 74/85
REXX
CLIST
C
•
•
•
•
•
C++
Shell Scripts
FORTRAN
PASCAL
QBASIC
RAJ KUPPA
SUMMARY:
I have over Ten years of Information Technology experience with seven years of experience in as a Technical/Functional
PeopleSoft Analyst. I have over Six years of PeopleSoft Student Records, Student Administration, Informatica and
HRMS experience. As listed below I have been working with PeopleSoft Student Administration from Oct 2002 till
present as a PeopleSoft consultant, and have worked with numerous SA modules during this time. I have worked
extensively with SQL/SQR, PeopleCode, People Tools, Informatica, Erwin, Oracle, Brio, Crystal, PS/n Vision, and
HTML. I am proficient in all of those technologies.
HARDWARE:
IBM and Compatible PCs
EDUCATION: MS in Computer Science (MD)
SOFTWARE:
City Colleges of Chicago
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
PeopleSoft (6.0/7.0/7.5/7.6/8.0/8.9/9.0), PeopleTools (6.0, 7.0/7.5/8.0/8.46/8.47), SQR,
SQL Talk, PeopleCode, SQL, Informatica 6,7.1,Erwin, Brio, COBOL, C, C++, Pascal, Oracle
7.x,8,9i,10g, MS SQL Server, DB2, MS Access, Crystal Reports, PS/N Vision, PS/Query,
Developer 2000, Designer 2000, PL/SQL, SQ*Plus, Visual Basic 5.0, UNIX, Win 3.1, Win
95/NT, DOS.
Mar ‘07 – Present, PeopleSoft Consultant
Responsible for writing multiple SQR’s to pull data from the existing PeopleSoft student system to the external
DAISI Extract system.
Customized and created records, panels, menus for the Student Records, Financial Aid, Student Financials
and Admission.
Developed one standard SQC program to generate report on errors and control totals, which can be used by
all conversion programs.
Worked extensively in all the processes of conversion and also identified what changes need to be brought in
by understanding the compare reports.
Identified all the required fields from the PeopleSoft tables and match them up with what was needed for the
extract system.
Developed and customize Responsible for development and modification of SQR in Student Admin. These
Reports were linked to the PeopleSoft application using Process Scheduler.
Used the Application Engine for defining the batch programs and for attaching the developed SQRs to newly
generated pages and to custom pages in Financial Aid.
Also helped in upgrade work for v9.0.
Worked independently to generate the above extracts.
Wrote SQRs for Correction Record process in Financial Aid.
Also tested all the output and also maintained a document for the extracts being generated to identify the
source tables used in generating those extracts.
Worked on RDS data warehouse issues, corrected the process for tuning and also created stored procedures
to address the issues in the ware house.
Also used Cognos ETL tool to correct the mapping issues.
Also made sure all tables loaded had proper tuning performed and also added indexes on target tables to have
the reports delivered quickly.
Have also used the Sql Trace and TKPROF, Explain Plan and Autotrace to enhance the performance of the
application.
Environment: PeopleSoft HRSA 8.9 and 9.0 (Student Records, Financial Aid, Campus Community, Admissions, HR,
Payroll), PeopleTools, SQR, Windows 2K, UNIX, Oracle,
University Of Wisconsin, WI.
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Oct’02 – Jan’ 07, PeopleSoft Consultant
Worked on upgrade of PeopleSoft Student Administration (v8.0 to v8.9 to v9.0) for the PeopleSoft Student
Administration Modules, including Student Records, Campus Community, Financial Aid, Student
Financials, Admissions, and Academic Advisement.
Worked on conversions for upgrade work in all of the above modules.
Worked on Fit Gap Analysis, for all the changes required for online objects and also to move all the
customized modification existing in Peoplesoft version 8.0.
Identified necessary modifications required to SR module for as per university business policy
Responsible for the customization, development, design, upgrade, implementation, testing and support of the
PeopleSoft Student Administration and Student Records Modules.
Customized and created records, panels and menus for the Student Records, Financial Aid, Student
Financials, Admission, and Academic Advisement.
Worked extensively with SQR, PeopleTools, PeopleCode, Application Designer and Application Engine for all
necessary changes for upgrade work fro 8.0 to 8.9.
Developed interface programs to populate various PeopleSoft tables.
Responsible for writing PeopleCode programs, providing validation and enhanced functionality to the
customized panels.
Developed one standard SQC program to generate report on errors and control totals, which can be used by
all conversion programs.
Worked extensively in all the processes of conversion and also identified what changes need to be brought in
by understanding the compare reports.
Worked in SEVIS implementation for 8.0 and 8.9 upgrade changes. Involved in the setup process created and
updated student or exchange visitor and dependent data. Tracked full course load exceptions for student F
and M visas. Created and updated student data for F and M visas. Created and update exchange visitor data
for J visas. Generated an XML file to send to SEVIS. Also wrote SQR’s to create custom reports as requested
by the users.
Worked on the Student Self Service and Instructor Self Service modules in Peoplesoft 8.9 and 8.0. The
changes requested were page changes, Peoplecode changes associated with the requests from the users for
the content to be displayed according to their needs. Also implemented the Pin Registration process and
modified the existing code according to the institution needs.
Also used Auto trace, Explain Plain and SQL Trace to enhance the SQL Queries written to enhance the
performance.
Additional logic added to the Fiscal Reporting SQR. Added grand totals at the end of the Item type section, as
well as counts for students disbursed in addition to students awarded each item type. Added counts for total
number of un-duplicated students receiving aid as well as number of students paid aid. Added accept
amounts for all item types and offer amounts for specific item types (based on SAS Financial Aid progress
report).
Added totals for Perkins and SEOG students awarded, totals for Perkins and SEOG students needing review,
completed review and packaged. Added counts for total number of students with Financial Aid applications,
in-active applications as well as active applications. Added counts for students that have incomplete
checklists, students that don’t have any checklists and students that have all checklists complete. Added
counts for students that need review, completed review not packaged yet and students that have been
packaged. Added counts for students that haven’t received any communications (ZMI) as well as students
that have received 1, 2, 3 or more.
Worked on SQR program that produced 2 reports. One for students receiving Veterans benefits and one for
those eligible and not receiving benefits.
Modified FA SQR program to not reset students back to review incomplete if the student has already had their
review status set to complete and packaged.
New process created to allow FA-Term records to be automatically reset to Active if students have awards for
the term in question. This will allow the FA-Staff to easily modify awards for those students. Once FA-Term
runs again, these rows will go back to inactive because the student has no-data in Student Records for the
term.
Additionally worked on Conversion for Financial Aid.
Identification Authentication and Authorization System
•
•
Modified code for PIP Batch and NRT Code as assigned for version upgrade to Peoplesoft 8.9. This is an
internally developed interface by Miler Team, which was being used by some of the campuses to report all
student details to an third party tool.
Modifications included PeopleCode changes, Page changes, Component changes and SQR’s.
•
•
Involved in all the testing process and also wrote documentation for the tests performed.
Wrote test scripts to be followed for system testing purposes.
E-grading
•
•
•
•
•
•
Modified code for changes assigned for version changes to Peoplesoft 8.9. This is an internally developed
interface by Miler Team, which was being used by some of the campuses for capturing Grade changes being
made by an instructor in a file, which could be loaded by this interface.
Modifications included PeopleCode changes, Page changes, Component changes and Sqr’s.
Wrote test scripts to be followed for system testing purposes.
Involved in all the testing process and also wrote documentation for the tests performed.
Created Grade Rosters and assign a class to an instructor and also post the grades.
Documented all the above test plans of how to do the above process for testing purposes.
University of Wisconsin - Whitewater
•
•
•
Worked on different code changes to upgrade from PeopleSoft 8.0 to PeopleSoft 8.9. A detailed set of tasks
were assigned to move forward all the custom modifications existing in their earlier version.
Modifications included PeopleCode changes, Page changes, Component changes and SQR’s.
Worked extensively with SQR, PeopleTools, PeopleCode, Application Designer and Application Engine for all
necessary changes for upgrade work from 8.0 to 8.9.
University of Wisconsin – Platteville
•
•
•
•
Modified existing code for Student Pin Registration Process to upgrade to PeopleSoft 8.9.
Modified existing pages and Page level, Record Level and Component level PeopleCode.
Created new pages as to allow tracking of conversion errors
Worked extensively with SQR, PeopleTools, PeopleCode, Application Designer and Application Engine for all
necessary changes for upgrade work from 8.0 to 8.9.
RDS (Reporting Data Source)
Role: Peoplesoft/Data warehouse Consultant for RDS
•
•
•
•
•
•
•
Worked on upgrading RDS from Peoplesoft 7.5 to 8.0 and to 8.9. The module was delivered for Peoplesoft 7.5
version, and no support was provided for version changes.
Modified Informatica mappings for all source table changes, due to version change.
Revamped all the mappings to follow informatica standards.
Removed some of the sql overrides in the maps.
Worked with other campuses in installing RDS and also helped them in resolving technical issues.
Created Filter transformation, Expression Transformation, Lookup Transformation (Connected/Unconnected)
wherever necessary in the mappings.
Completed all numerous other necessary changes in the mappings.
Role: PeopleSoft Consultant
•
•
•
•
Worked in SEVIS implementation and wrote SQR’s as assigned.
Changed SQR’s for Madison campus as assigned, the changes requested were for the version changes from
Peoplesoft 7.5 version to 8.0.
Worked in River Falls Campus for peoplesoft 8.0 implementation. Wrote the process for Pin Registration for
students. Also wrote reports for the above process. This process included people code and a process to assign
pin numbers to the students and also a process to remove holds to the students.
Also modified pages and sqrs as assigned at River Falls from different student modules.
SETA Corporation, McLean, VA.
Aug’ 98 – Sep’02
Role: Sr. Programmer
Project: Analysis, Implementation, upgrade and production Support of PeopleSoft HRMS (HR, Base Benefit and
Payroll and Time and Labor).
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Analyzed the requirements and Set Up Payroll Tables like Paygroup, Earning Codes, Earning Programs, Pay
Calendar, Runid, Shift, Form ID, Holiday Schedule and General Deduction.
Performed Fit & Gap Analysis of PS HR, Base Benefit and Payroll Application.
Created Parallel test plans and conducted Parallel Testing and compared the results.
Provided Training to the user to Run Payroll Processes, Custom Processes, Reports and Troubleshoot the Payroll
Error Message, if any.
Data Mapping and Migration of Employee’s Federal, State, Local Tax Data, Tax Distribution, Additional Pay, Direct
Deposit, Garnishment, General Deduction and YTD Balances (2nd and 3rd Qtr) from ADP to PeopleSoft.
Analyzed, Designed, Developed and Tested, GL Interface, 401K Interface, Direct Deposit Interface and Check
Reconciliation Process by using SQR.
Applied Tax Upgrades and recognizing changes in customized Reports and Processes.
Modifying, Compiling and Running Payroll COBOL Batch Processes.
Created Parallel test plans and conducted Parallel Testing and compared the results.
Created New Panel and Panel Groups to put new processes in Process Scheduler. Wrote PeopleCode to assign Row
Level Security for different Users.
Modified Check Printing Report for reading Signatures & MICR Fonts that stored on HP 8000 Series Printer.
Loaded MICR fonts on HP Printer by using Font Loading Utility.
Designed and modified Open Enrollment Form and W-2 Forms for 2001.
Created Design and Training Document for HR and Payroll Application.
Created Operators & Operator Classes for users by using Security Administrator.
Set up control tables like Installation, Company, Location, Job Codes, Paygroups, Pay Calendars, State tables and
etc.
Designed HTML files to Control the Toolbar Display, Hide Buttons, Used Secondary Panels instead of Scrolls, to
hide Effective Dates, SetID or Business Unit keys, and Minimized usage of Codes.
As Per Client Requirement Created New Query, nVision and Crystal Info Reports for HR, Benefit and Payroll Users.
Documentation and end user training.
Providing Technical & Functional Production Support for all Interfaces, Reports and PS HRMS Application.
Environment:
Smith.
PeopleSoft HRMS 7.0/7.51, PeopleTools, PeopleCode, SQR, Oracle, Windows NT, UNIX, and Report
PEC Survey:
Oct’ 98 - Nov’ 99
Role: Web Developer
Worked on an online Progress Reporting System in Cold Fusion with MS Access as the back-end and java scripts for
validation of data being posted. The on line survey system questionnaire was developed to help OMB efficiently and
quickly evaluate EC progress in procurement and payment government-wide, provide agencies a guide to generate their
EC progress plan and assist agencies in assessing their progress using EC to improve buying and paying functions and
also provide a suggested format so that agency progress plans are similar in their approach.
Environment:
DISA:
Aug’ 99 - Oct’ 99
Role: Web Developer
Worked on an online registration application in Cold Fusion using MS Access as the back-end for the Defense
Information Systems Agency (DISA) also developed some other small modules as assigned.
ER-Link:
Aug’ 98 - Jul’ 99
Role: Web Developer
Worked on the SETA development team, provided support to the Office of the Manager, National Communications
System (OMNCS) and the Federal Emergency Management Agency (FEMA). Performed dynamic Web development using
Cold Fusion Studio and Web Application Server to interface with the Oracle 8 back-end and Netscape
Enterprise/Fastrack Web servers. Implemented search capability by writing SQL queries against the database to
search for Meta data such as author or the name of document, document summary, and document type. Implemented
Verity Topic Search engine (Version 4.0) to enhance document indexing, search, and retrieval functions. Implemented
upload capabilities to allow the user to upload document in real-time to the Web server. Implemented security by
capturing Cold Fusion environment variables, i.e., user logon ID and password, in conjunction with Netscape’s
implementation of the Lightweight Directory Access Protocol (LDAP) for user single sign on capability. Implemented
chat room capability produced by e-Share Technologies and was also involved in closing out the project.
Environment:
HTML, ORACLE 8, Cold Fusion, IIS, WINDOWS NT/95, Solaris 2.6
Vertical Marketing Inc., VA.
Apr’ 98 - Jul’ 98.
Role: Technical Analyst.
Created a Web-based order processing system to order products and services online. Installed client/server modules.
Performed SQL queries, data conversion from a Goldmine database to MS Access, and synchronized databases from
Personal Digital Assistants (PDAs) to desktop systems.
As Web developer and a technical analyst, performed various system analysis and help desk duties on the Goldmine
software application. Some of these responsibilities included: Web development using MS FrontPage; and CGI
Scripting using Perl, Java, and JavaScript to deliver dynamic data resident within the Goldmine database.
Environment:
HTML, Apache Web Server, Perl, CGI Scripting, WINDOWS NT/95
Essar Corporation, India.
Jul’ 95 - Dec’ 96.
Role: Systems Analyst.
Worked on a project team to develop the system specifications, user requirements, and table layouts. Responsibilities
included creating report formats, interfacing with clients to convert business logic to structured queries, and
developing test and integration procedures.
As Training Associate, working on the Travel Reporting System, analyzed the Corporate Finance System, and created
custom extracts for importing the relevant data from FoxPro into an Excel spreadsheet for processing by the Finance
department. Provided instructions for assisting the financial analysts to modify the query criterion.
As Training Associate, working on the Sales Incentive Reporting System, developed a sales incentive reporting system
for the Sales/Marketing department. The system extracted the sales data from the master database to build a
subsystem to determine the incentives to be offered for the sales force.
Richard Sharp
______________________________________________________________________________________________
Professional Experience
Highly experienced PeopleSoft Application Developer / Analyst with over 13 years of experience with HCM / Financials / Supply Chain with
strong cross-functional skills; have worked as Technical / Functional Module Lead most recently for Purchasing and Billing. Big 4 experience
and preferred vendor with Accenture. Strong project life cycle development skills and have worked in all facets of a project from the infant stages
to production support after go-live. Well versed in conducting fit / gap analysis and strong client interfacing skills. Worked on 7 implementations,
4 Upgrades, 12+ Conversions. Strong PeopleSoft development integration skills and have worked as a conversion lead. Strong product
knowledge across all modules allows me to advise clients on ‘best practices’ in integration.
________________________________________________________________________________________
Product Knowledge
HRMS (HCM): Global, US and Canadian Payroll systems, Base Benefits, Human Resources (HR), Variable Compensation, Open Enrollment,
Education & Government (Public Sector), Time & Labor, Pension Administration, Talent Acquisition Management (TAM), and Stock
Administration
Financials: Accounts Payable (AP), Billing, Accounts Receivable (AR), Projects, Budgets, Asset Management (AM), Cash Management (CM),
Grants, Treasury, General Ledger (GL), Project Costing (PC), PayBill Management, Contracts, Commitment Control (KK), Staffing Front Office
Supply Chain / Inventory and Distribution (FSCM): Inventory, Order Management (OM), Purchasing/Procurement, and Products
Campus Solutions / Student Admin: Financial Aid, Tracking Attendance, Return to Title IV Funds, and Gradebook
Manufacturing: Production Management, Bills & Routings, and Cost Management
PeopleSoft Versions: Worked in PeopleSoft from Version 6.0 to 9.0 with product knowledge on how data flows through the various modules
and how the data is integrated. Most recent modules worked in are: AR, Billing, AP, Payroll, PayBill, Inventory, Purchasing, Financial Aid, and
Grants
Functional: Takes assigned project from original concept through final implementation. Defined system requirements, conducts fit gap analysis,
identifies feasible alternative solutions, and assists in the scope of modifications. Configured products to meet business requirements and design
specifications. Worked as liaison with 3rd party vendors to develop appropriate file structure for information exchange between PeopleSoft and
vendor systems and with the information systems staff in resolving configuration and related problems or implementing functionality changes.
Evaluated information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from lowlevel information to a general understanding, and distinguish user requests from the underlying true needs.
Technical / Miscellaneous: Strong application development skills using full PeopleSoft application development suite that include SQR,
Application Engine, Integration Broker, PeopleCode, Security and Workflow.
Interfaces: Experience writing numerous interfaces to 3rd party vendors like PeopleSoft to ADP, and PeopleSoft to Banks for (credit cards,
imputed income, etc), EDI interfaces, to name a few and internal interfaces like Payroll / General ledger (GL), PeopleSoft to Kronos, Bill
interface load to GL, Bill interface load to AR, etc.
Conversions: Worked on numerous conversions such as Payroll, Inventory, AR/Billing, etc from other systems (Legacy, ADP, Ceridian, other
PeopleSoft versions, etc)
Education: University of Alabama in Huntsville: BS Electrical Engineering and BS Mathematics
Work Experience
Emory - (Education & Government Public Sector / Healthcare)
•
September 2009 to Present
This was a Financials 9.0 implementation. After Go-Live (9/1/2009) there were a lot of Chartfield issues.I was brought in to
correct all the Chartfield issues. This was a functional role with a concentration in the areas of General Ledger (GL) and
Commitment Control (KK), Project Costing (PC), Budgets, Grants, and Projects. It resulted in me having to setup new
Chartfields, Projects, Departments, Accounts, Funds, Events and Programs. Worked on adding and modifying budgets for
Projects and Grants, also worked with Awards, Contracts, and Billing. Wrote and debugged some interfaces. Also, configured
the automated AP Pay Cycle Batch process.
Calhoun Community College - (Education & Government Public Sector)
•
•
•
•
•
Did a functional assessment for PeopleSoft 9.0 implementation of Campus Solutions, Financials/Supply Chain and HCM. This
included looking at major processes and 3rd party applications/vendor interfaces.
Performed evaluation on their core business of Campus Solutions, HCM and Financials.
Evaluated Financial Aid for book purchases which interfaces with Follett and FA~Link, Tracking Attendance, Return to Title
IV Funds, Gradebook, data mapping, Emergency Messaging (text), mass Rehire-Term process, paycheck form layout, Single
Sign-On, etc.
Created configuration / setup documents for Campus Solutions (Financial Aid, Attendance, Security and Gradebook), Payroll,
Billing, and Security
Mapped some data from their old system, which was Datatel, to PeopleSoft
Chicago Public Schools - (Education & Government Public Sector)
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
February 2007 to July 2007
Worked as a functional consultant on K-Force staffing internal PeopleSoft PayBill Management Upgrade to 8.9. RecruitMax
was used for assignments and then interfaced into PeopleSoft.
Wrote numerous queries to validate data and to reconcile various aspects of the upgrade including: PayBill Management,
Billing, AP, AR, Expenses, Projects, Contracts, Payroll, Time and Labor etc.
Gathered requirements and wrote specifications for the development of all aspects of the project and how all the various
modules integrate together for PayBill.
Fairview Hospital – (Healthcare Sector)
•
July 2007 to September 2008
Was the module functional lead for PeopleSoft Purchasing (Supply Chain implementation version 8.9)
Responsible for creation and management of client deliverables including fit/gap, configuration and functional design
documents for conversions, interfaces, extensions and custom reports.
Wrote all test scripts for Purchasing and executed all test scripts. Also wrote test scripts for some aspects of Accounts Payable
(AP) and General Ledger (GL). Validated all results. Troubleshoot all areas where testing created issues.
Created all batch run controls for Purchasing and assisted with Billing/AR run controls including documenting batch schedule
according to client specifications and created Chartfields.
Created custom roles and permission list for job responsibilities for Purchasing, Billing, Accounts Receivable (AR), Order
Management, and Inventory modules and implemented these into PeopleSoft Security along with setting up user preferences for
user’s OperID’s and profiles and query tree security.
Wrote several SQR’s to interface all Vendors’ items into the PeopleSoft Inventory module. Was able to successfully load over
40,000 items into the system programmatically from various vendors.
Performed analysis (fit gap) and reviewed/evaluated PeopleSoft 9.0 to determine any enhancement for going from 8.9 to 9.0 for
the future to see if there were any major changes functionally for Billing. Also, did an assessment of PeopleSoft Contracts to
see if it made sense for the client to implement contracts or hold off for a later time.
Wrote/debugged interfaces for procurement and inventory for 3rd party vendors.
Working directly with developers to ensure that development meets business requirements and performing quality assurance
testing.
Worked with technical team to create appropriate data to test external interfaces with 3rd party systems
Configured/Setup all catalog management
K-Force – (Staffing Front Office Sector)
•
December 2008 to July 2009
Created over 20 SQR’s for reporting purposes of archived data. Wrote numerous SQRs for reporting Personal Information,
Evaluations, Dependent/Spouse Benefits, Hospital and Dental benefits, Miscellaneous Payroll, Pension, Court Ordered
Information and Deductions, Annuities, Leave Balance, Payroll History, Payroll Adjustments, etc. Also, did troubleshooting of
some interfaces.
Worked with business offices to gather requirements and map them to application designs and functional specifications. Was
the point of contact between HR functional and InformationTechnology.
Worked with security for migrations, component/page security, and for the Portal.
The Chicago Public Schools serve graded K through 12. They are currently on PeopleSoft ELM 9.0 and HCM 8.9
UHS Pruitt Healthcare – (Healthcare Sector)
•
•
August 2009 to September 2009
October 2006 to May 2007
Wrote SQRs, App Engines, used PeopleCode, Integration Broker, and PeopleTools. Served as a technical lead for approving all
customizations that developers were doing, including sign-off on the developer’s code and its functionality in the design /
•
•
review / migration process. Worked on the Financials / Supply Chain implementation. Gathered requirements, wrote
specifications and did development for various customizations. This included working with Projects, Inventory, AP and PayBill
Management.
Defined business process solutions for translation into technical solutions
Worked initially with the HCM implementation for Payroll and Talent Acquisition Management (TAM). Gathered
requirements and wrote functional/technical specifications. Wrote interfaces for inbound/outbound bank interfaces, FSA
Conversion SQRs were written, Risk Management and (TAM) interfaces were written. This was a PeopleSoft 8.9
Implementation.
The State of Georgia – (Education & Government Public Sector)
•
•
•
•
•
Worked on the PeopleSoft upgrade project. The upgrade was from PeopleSoft 7.02 to PeopleSoft 8.8. Worked with AP, AR,
Billing, Purchasing/Procurement (PO).
Performed in-depth analysis and documented approach for massive Customer clean-up, consolidation and conversion.
Wrote SQRs to perform a conversion for all State of Georgia Agencies, etc. to a single SETID. The conversion took all
customers and converted them into a single SETID through the system. This was preformed with the core CUSTOMER tables
as well as all the transactional tables.
Worked with the Cash Management module for Streamline Banking. This involved some work on the Treasury module too.
Gathered requirements and fit gap analysis.
Provide technical application support to business, quality assurance and end-user support teams.
Talent Tree – (Staffing Front Office Sector)
•
•
•
•
•
•
•
•
December 2004 to April 2005
Worked on the upgrade to PeopleSoft 8.8 for Accounts Payable (AP) and Costing modules.
Worked as part of a Stabilization Team after the upgrade to work on break/fix issue for the system, these were critical
production issues. Worked on Production Support for AP and development of PeopleSoft 8.8 custom AP and Costing modules
including SQR’s, PeopleCode and PeopleTools issues.
Worked with General Ledger (GL) which was responsible for daily journal and ledger adjustments, budget information,
banking and cash management and generated revenue and statistical reports, hours and wage data, revenue capture etc. I fully
regression tested this entire system including, running reports, queries, entering and processing data on-line such as,
configuration of Business Units, entering manual journals, journal edits and journal posts, etc. Also, ran batch jobs created in
Tivoli and running them manually through Tivoli Job Scheduling Console (JS Console).
Spherion – (Staffing Front Office Sector)
•
•
•
•
•
•
•
May 2005 to January 2006
Worked on the implementation of PeopleSoft 8.8 for Financials (Staffing/Front Office and Back Office, AP, AR, GL, Billing,
Projects, and Contracts, to name a few) HRMS (Payroll, HR, Base Benefits), and Time and Labor. Their Financials and
Staffing modules are on and SQL Server and NT, but their HRMS and Time and Labor is on Oracle and UNIX. I served in a
Technical/Functional role within these modules.
Production support of all modules and help ticket resolution including maintenance tasks
Worked with converting field offices onto PeopleSoft system.
Wrote Interfaces to/from PeopleSoft and external systems
Worked with Security in all aspects, permission list, roles and profiles.
Worked with functional leaders to define processes and then translates same into automated solutions in the PeopleSoft system,
using existing functionality where possible
Worked closely with the client and provided input from a functional and technical perspective in problem solving.
Marriott Project – (Hospitality Sector)
•
•
February 2006 to September 2006
June 2003 to December 2004
Wrote SQRs for Billing, Staffing Front Office, AP, AR, Projects, Contracts, and PayBill.
Worked closely with the client and provided input for Custom Billing from a functional and technical perspective. Gathered
requirements and wrote specifications for billing processes.
Contributed to all areas of the life cycle including: analysis, design, development and maintenance.
Provided production support as well as major enhancements responsible for working with the business to identify gaps, design
functionality and configuration, and prepare detailed requirements documents, then liaise between business and technical team.
Performed routine security with permission list, roles, migrations, etc.
Worked on the Automated Clearing House Network (ACH). Heavily involved in writing various interfaces.
Also worked with HR/Payroll on development and testing as well as Time and Labor doing things such as: Dynamic Group
Refresh for Time Entry, PayBill Rapid Time Entry, Weekly Elapsed Time and Time Card Reporting to name a few. .
•
This is a PeopleSoft 8.4 Financials Implementation and 8.3 HRMS Implementation with a UNIX and DB2 environment with
PeopleTools 8.42.
Mercedes Benz – (Automotive Manufacturing)
•
•
•
April 2003 to June 2003
This was for internal training pertaining to course requirements, required training, prerequisites, scheduled training, etc. Created
Custom panels and custom queries. Wrote new SQRs and modified existing SQRs. Wrote technical specs and did reviews with
the client.
Worked with the Training, KSA, Requirements, Population, Courses and Instruction tables
Acted as the escalation point for complex platform designs, coding, and testing.
American Express – (Financial Services Sector)
•
•
•
July 2002 to February 2003
Worked as a techno / functional consultant writing functional specs for payroll interfaces, as well as, doing the development.
Applied functional knowledge and technical expertise in the implementation of changes and maintenance to the system.
Wrote SQR Interfaces for credit cards, imputed income, inbound and outbound files, etc.
Responsibilities include detailed technical design, development, testing, deployment, and support of the PeopleSoft HRMS
application.
Allegis Group, Inc. – (Staffing Front Office Sector)
•
•
•
•
•
•
This was a PeopleSoft Financials and HRMS project. I worked with Staffing Front Office & Back Office, Billing, AP, PayBill,
and AR on the Financial side and HR, Benefits, Global, US and Canadian Payroll on the HRMS side.
Worked as a functional / technical consultant developing systems from a user perspective according to specifications for
Financials and HRMS. Wrote and modified SQR’s and interfaces for Financials and HRMS.
Provided support to PM in resolving technical cross-functional issues
Reviewed and defined feasibility, possible issues, and potential impacts to other processes or systems
Worked with developing Canadian Payroll System
This is a Version 7.02 to Version 8 re-implementation HRMS and Financials Version 8.1 Project
ProQuest – (Publishing and Archiving)
•
•
•
•
December 2001 to January 2002
Worked on a new PeopleSoft tool (Payroll Interface Connector for ADP Connection) from a functional perspective to
troubleshoot the tool and fix it.
Analyzed the product and applied changes to fix the issues found. Problems included: Sequence Numbering, not stopping or
changing bank deposits, not passing data from the savings plan tables, on terminations and leaves an auto cancellation was not
working and fixes included mapping, set-up and PeopleCode additions
Covance – (Healthcare Sector)
•
July 2001 to November 2001
This project was an upgrade from version 7.5 to version 8 and I was a developer for a heavily customized Order Management
module. This system has an emphasis on Order Management, Inventory, Billing, and Projects – Project Costing with heavy
customization of PeopleCode
Performed analysis and gave insight to the Users and Business Analysts on best practices for use of PeopleCode verses other
alternatives
Applied functional knowledge and technical expertise in the implementation of changes and maintenance to the system.
Qwest Communications – (Communications Sector)
•
•
•
•
February 2002 to June 2002
March 2001 to June 2001
Worked on a PeopleSoft Version 8 Upgrade for Financials and HRMS including the e-modules for Financials and HRMS. Was
the Lead for the Payroll portion of the upgrade
Responsible for re-design/re-engineer business processes and developing flows for illustration for Financials and HRMS as well
as wrote and modified SQR for Financials and HRMS.
Performed analysis to determine if Workflow should be implemented. Design and document workflow and make appropriate
recommendations that will positively business / technical process efficiencies.
Helped gather requirements for definition phase of the project (fit gap analysis)
•
•
Worked on the Financial side of the upgrade working with modules: Accounts Payable, General Ledger, Accounts Receivable,
Purchasing, Inventory, Order Management, Asset Management, and Projects and on the HRMS side worked with HR, Payroll
and Benefits.
This was a 7.5 upgrade to Version 8 HRMS and Financial Project
(University of Texas) MD Anderson – (Public Sector)November 2000 to March 2001
•
•
•
•
Worked on an re-implementation of PeopleSoft Version 8 HRMS / Financials Project
Wrote functional designs for customizations and reporting and updated SQR's to run in PeopleSoft Version 8 environment
Worked in HR, Payroll, Benefits, Budgets, and GL. Worked on a Payroll-to-General Ledger (GL) interface.
MD Anderson is using PeopleTools 8.11 with Application Release HRMS 8.0
The State of Delaware – (Education & Government Public Sector)
•
•
•
•
Wrote / Modified SQR’s for HRMS, Benefits, and Payroll conversion (Legacy System to PeopleSoft) for the State of Delaware.
35,000 employees were in this conversion.
Produced error verification reports. Assisted with conversion validations.
Completed analysis of gap between the mapping design and code for conversion programs
This was a PeopleSoft Version 7.5 HRMS Project
BP Amoco – (Oil and Gas Sector)
•
•
•
•
March 2000 to June 2000
Served as Lead for the Payroll portion of the conversion of approximately 75,000 employees
Wrote / Modified SQR’s for HRMS, Benefits and Payroll conversion for the BP/ Amoco merger
Documented gaps between mapping design and code, reviewed and confirmed those discrepancies
This was a Legacy System to PeopleSoft conversion and was a PeopleSoft Version 7.5 HRMS project
Williams Company – (Communications Sector)
•
•
June 2000 to November 2000
November 1999 to February 2000
Worked on the PeopleSoft Salary Planning Project (Variable Compensation). Wrote functional specs and developed Salary
Planning SQR Interfaces. Loaded all salary increases, merit amounts, pay adjustments, and lump sum payments into applicable
tables
Williams Company is currently on PeopleTools 7.56 and Application Release 7.51
Turner Broadcasting Company – (Broadcasting and Entertainment Sector)
•
•
•
Worked on the PeopleSoft 7.51 upgrade from version 6.02 to 7.51
Worked on the Time Warner 2000 Project – Wrote Benefits SQR Interfaces which consisted of: Medical, Dental, Vision, FSA,
Disability, and Life ADD. This project pertained to open enrollment for all Time Warner and TBS employees. Also wrote
SQR’s for AP and AR.
Wrote KRONOS payroll interfaces. TBS owned The Atlanta Braves and the Atlanta Hawks professional sports franchises.
These professional athletes were paid with Kronos. Also, vendors and all workers in the arenas and stadiums were paid with
Kronos too. These interfaces I wrote pertained to badges for the workers that were used to punch a time clock for Time and
Attendance and additional data for the Job record and Personal Data information.
Norrell Corporation – (Staffing Front Office Sector)
•
•
•
June 1999 to October 1999
July 1998 to June 1999
Performed maintenance and production support of all aspects of PeopleSoft HRMS and Financials from a functional and
technical perspective
Resolution of Change Controls for Ben Admin, Payroll, Taxes, Benefits and HR.
Performed on-call duties for nightly and bi-weekly payroll processing
First Union – (Financial Services Sector)
•
•
•
March 1997 to July 1998
Planned and programmed the payroll conversion of companies that First Union purchased, which included Signet, Covenant,
Wheat First and others from various systems including: Legacy - Genesis, ADP, and PeopleSoft to a PeopleSoft system. A
dozen or so payroll conversions were performed on this assignment.
Wrote executive compensation (Variable Compensation) SQRs
Maintenance and support of the HRMS / Financials system
Lanier Worldwide Corporation – (Manufacturing Sector)
•
•
Assisted with an Upgrade to PeopleSoft Version 6. Extensive support of Inventory module.
Responsible for the writing of PeopleCode for Bin-to-bin Transfers and establishing unique manufacturer and item ID’s for
their inventory modifications. Was an instrumental in their wave picking process
PeopleSoft – (Software Sector)
•
•
•
November 1996 to February 1997
June 1996 to November 1996
Was a functional and technical team member responsible for the development of the PeopleSoft 6.0 release of the
manufacturing modules
Responsibility centered on the complete use of manufacturing applications (Production Management, Bills & Routings, and
Cost Management) as well as overlapping with inventory modules
Developed and tested different scenarios to ensure all coding was functionally correct and performed platform testing on
Oracle, Informix, and Sybase
SRIDHAR VUTLA
SUMMARY
•
Over 8 years of experience in Implementation, Customization, Upgrade and Development of PeopleSoft HRMS
applications
•
Extensive experience in Implementation, Customization, Upgrade, Maintenance and Production Support of PeopleSoft
HRMS applications with Modules such as HR, Payroll, Benefits, Benefits Administration, ADP, Time and Labor, Absence
Management, ESS and MSS.
•
Very strong SQR coding skills and experience modifying complex existing SQRs. Developed many SQRs including
Complicated Interfaces and Conversion reports using important SQR methods like Break Logic, Load-Lookup, Arrays and
Multiple reports.
•
Extensively worked on People Tools such as Application Designer, People Code, Application Engine, Maintain Security,
Query, File Layout, Process scheduler, Workflow administrator, Data Mover, Component Interface, Integration Broker,
Application Messaging, XML Publisher and Reporting tools (SQR and Crystal Reports).
•
Expert report writing skills using SQR, Crystal Reports, nVision and PS QUERY.
•
Extensive experience on PeopleSoft Internet Architecture (PIA), PeopleSoft implementation, upgrade, tax updates,
conversion, customization and new development.
•
Extensively involved in implementation of collaborative applications (self services areas) eRecruit, eBenefits,
eDevelopment, eProfile, eCompensation, ePay and ePerformance.
•
Extensive experience in transferring existing data from legacy system to PeopleSoft application database tables using
SQR, Application Engine, People Code, File layout and Component Interface.
•
Used STAT extensively for object migrations.
•
Significant PeopleSoft implementation experience from project conception through roll-out which includes fit gap analysis,
development, major customization, testing and training.
•
In-Depth understanding of PeopleSoft Internet Architecture (PIA), Data models and client server applications on Windows
and UNIX platforms.
•
Tested Peoplesoft Applications by creating Test plans and test cases.
•
Very good exposure to Testing Tools (Mercury and Rational).
•
Experience in Unit, Integration, Interface, Functional, Regression, Acceptance, Load and System Testing using Black Box
and White Box methods.
TECHNICAL SKILLS
PeopleSoft Application
People Tools
Reporting Tools
Operating systems
Languages
Web Servers
Databases
Data Management
Integration Tools
HCM/HRMS 9.0/ 8.8/8.4 SP1/8/ 7.5 (Payroll, Base Benefits, Benefits
Administration, Benefits, eRecruit, Time and Labor, Pension Administration,
Upgrade, Global Payroll)
8.49/8.47/8.45/8.44/8.43/8.41/8.20/ 8.17/7.x (Application Designer, Application
Engine, Maintain Security, Query, Process scheduler, Workflow administrator)
SQR, PS Query, Crystal Reports, nVision, Business Objects
Windows-95/98/NT/2000/XP, MS-DOS, UNIX
People Code, C, C++, Java, SQL-PL/SQL, HTML, XML, VB Script, Java Script,
COBOL.
Web Logic 5.1/6.1/8.1, IIS 6.0, MQ series, SOAP.
Oracle 9i,8.x/7.0, MS SQL Server, DB2, MS Access
Data Mover, Import Manager
Component Interface, File Layout, Integration Broker
EDUCATION & CERTIFICATION
•
MSc Information Technology and Management (IT&M) from Periyar University, India.
•
PeopleSoft 8 HCM Oracle Implementation Champion Certificate.
PROFESSIONAL EXPERIENCE
Mar 09 – Present
Verizon, Irving, TX
Senior PeopleSoft HCM Technical Consultant
Project: Consolidation of PeopleSoft HCM 9.0 (HR, Payroll, Benefits, Benefits Administration and Time & Labor)
Responsibilities
•
Involved in the consolidation and upgrade of the PeopleSoft HCM 9.0 (HR, Benefits and Benefits Administration & Payroll)
modules based on organizational needs and requirements.
•
Prepared field-to-field mapping for the data conversions.
•
Participated in setting up of Department, Location, Job codes, Paygroups, Health, disability, and FSA.
•
Involved in the business process meetings along with Functional Team lead to identify the customizations.
•
Played key role in development of Interfaces, Online Customizations using SQRs, People Code and Application Engine
programs.
•
Developed new Conversion SQR programs for flat file creation by mapping the fields between legacy (EIS and Tessaract)
and PeopleSoft systems.
•
Set up the open enrollment system for the new employees. Prepared the election analysis reports for the Open
Enrollment Process.
•
Create outbound and inbound interfaces to various vendors for ADP Ecode and panel customizations.
•
Worked on Payroll Interface Connector for ADP Connection increases data accuracy and cuts payroll processing costs by
eliminating the need to re-key PeopleSoft Human Resources data into your ADP payroll software.
•
Developing test Strategy, test Plan, requirements traceability matrix, use cases, test scripts for system and regression
testing of HR and Manager Self Service applications using Quality Center, Rational Requisite Pro.
•
Developed several outbound interfaces to transmit the benefits related data to the vendors (Cigna, Kaiser Permanente).
•
Worked on PeopleSoft Integration Broker to develop and administer messaging integrations. These processes include
configuring messaging systems and managing integration gateways. They also include defining message channels,
messages, nodes, transactions, relationships, and transaction modifiers.
•
Modified search records to implement row level security.
•
Involved in setting up the rules and roles and routings for the various Workflow E-Mail notifications such as marital status
change, reporting change, Benefits enrollment notification, dependent benefits info change in collaborative applications.
•
Payroll conversion was done for the New Year 2009 to avoid the conversion of YTDs and W2 creation. Till this conversion
both the legacy system and PeopleSoft system ran in parallel.
•
Developed programs for employee general deduction data conversions using the Component Interface, File Layout,
Application Engine and People Code.
•
Application Designer was used to create new pages to provide Graphical User Interface to the users, Search Views, Audit
tables to track row level security, and to create menu.
•
Used PeopleCode to control the program flow logic and for the validation to meet the current business rules.
•
To subscribe to data, third-party applications can accept and process XML messages posted by PeopleSoft using the
available PeopleSoft connectors or by adding a custom built connector to the Integration Gateway.
•
Developed Application Engine Program to Load the External Data into Temp Tables and from temp tables into PeopleSoft
application tables.
•
Analyzed and debugged the problems and provided online help to customers.
•
Conducted interactive sessions to transfer knowledge in People Tools, PeopleCode and SQR to client employees.
•
Tested and replicated and resolved various issues reported by customers
•
Maintained and updated the Department Tree and the Query Tree in the development database.
•
Modified existing report formats and developed crystal reports using PS query.
Environment: PeopleSoft HCM 9.0, People Tools 8.49, Oracle 11i, PL/SQL, Informix9.4/7.3, Windows-NT/2000/XP and UNIX,
Weblogic6.1, MQ series, Kronos, ADP, COBOL, Tuxedo6.5, Jolt, SQL*plus, SQL Tools, TOAD, Crystal Reports 9.
Albertsons Inc, UT
May 08 – Feb 09
PeopleSoft HCM Technical Consultant
Project: Customization & Implementation of PeopleSoft HCM 8.9 (HR, Payroll, Benefits, Benefits Administration and Time &
Labor)
Responsibilities
•
Extensively worked with Application Designer to modify record Definitions, pages, components, menus and giving access
to them by using Maintain security.
•
Developed Functional and Technical Spec for the HR, Payroll and Benefits Reports.
•
Worked on payroll process such as Pay Sheets, Pay calculation, Pay confirmation and created Paycheck for the
employees on off cycle and on cycle basis.
•
Extensively worked on Production Support by handling tickets on North American Payroll, Benefits and Time and Labor
modules.
•
Adding permission lists to the run control pages and used process scheduler to run the reports online.
•
Designed and developed people code to set up workflow for Hiring and triggering events to mail the new-hire details to all
administrators such as Payroll, Benefits and Time and Labor.
•
Developed SQR reports for premium journal Reports in Benefits and compliance reports and Garnishment Reports in
payroll etc
•
Designed and developed the Interface programs necessary to move data into PeopleSoft tables using Application
Messaging through Integration Broker.
•
Used PeopleCode extensively to code for Component Interfaces and for other objects. This involved
Coding at the record, page and component level.
•
Experienced in the design and development of the Workflow. This tool was primarily used to develop Work lists, Events
and Routings for various businesses needs.
•
Used Integration Broker to intimate Bank if the employee changes his account information
•
Extensively used Process Scheduler for running different reports create and submit groups of processes as a job, and
used Process Monitor to control the processes that are submitted to the Process Scheduler and to check the status of
processes.
•
Design of functional specifications for eligibility and event rules customizations in Benefits Administration and Salary
change request with workflow routing in Manager Self Service applications.
•
Worked on portal security including the access to pages and folders.
•
Created custom Application Engine programs to synchronously create user accounts in the Portal Database for new
employees.
•
Worked on various People Tools such as Application Designer, Data Mover, Maintain security, Object Security, Process
Scheduler, PS Query, and Application Engine.
•
Extensively worked Global Payroll to Isolate country-specific regulations, processes, reports, self-service, and userdefined rules from the core application by using delivered country extensions, State, calculate and distribute an
employee's pay in multiple currencies.
•
Worked on Global Payroll to improves accuracy, timeliness, and financial controls, consolidate disparate payroll
operations for multiple countries by using a single database, yet enter and access payroll data from anywhere in the
world.
•
Extensively worked on Payroll interface to ADP for several interfaces.
•
Extensively worked on Absence Management to submit absence requests and view their status and View current and
projected absence balances.
•
Used Maintain Security to give access to the pages and customized Menu and created Permission lists, Users, Roles and
assigned Roles to users.
•
Requirement Gathering for eRecruit, Talent Acquisition, Candidate Gateway.
•
Responsible for setting up eRecruit, Talent Acquisition, Candidate Gateway for recruiting process.
•
Designed screens for the Talent Acquisition, Candidate Gateway, eRecruit for End Users.
•
Documented for the customizations, development programs for the user reference.
•
Tested different new customizations and SQR Reports based on the Client’s requirements.
•
Developed Queries using PS Query and export the results with Microsoft Excel and perform further calculations and
develop report.
Environment: PeopleSoft HCM 8.9, People Tools 8.47, Oracle 10g, PL/SQL, Informix9.4/7.3, Windows-NT/2000/XP and UNIX,
Weblogic6.1, MQ series, ADP, Kronos, COBOL, Tuxedo6.5, Jolt, SQL*plus, SQL Tools, TOAD.
Lexmark, Lexington, KY
Jan 07 – Apr 08
PeopleSoft HCM Technical Consultant
Project: Customization & Implementation of PeopleSoft HRMS 8.8 (HR, Payroll, Benefits, Benefits Administration, Time
&Labor and eApplications)
Responsibilities
•
Involved in analysis, customization, and implementation of HR/Benefits/Payroll modules using PeopleSoft 8.8 and Oracle
9i.
•
Responsible of the design, development and testing of all HR, Payroll, Benefits and Time and Labor.
•
Customized and implemented PeopleSoft HRMS modules
•
Customized HR and Payroll menus, Inquiry pages, altered records, SQL View texts, PeopleCode functions like SQL Exec,
Scroll Select etc.
•
Involved in developing various routines to transform the date to the Client database format by using SQRs and Application
Engine programs.
•
Extensively involved in performing customizations to the HR application by creating new fields, pages and components.
•
Used File Layout Definition tool to get data from the legacy system.
•
Developed custom PeopleSoft on-line organizational, instructor and facility calendar panels for assigning courses and
retrieving non-training days.
•
Worked on setup of SetID table, Company Information, Define Establishments, Location, Department, Salary Grades, Job
Codes and Pay Groups for the basic HRMS System Generated SQR reports to create summary reports on payroll details
check and validate the data.
•
Maintaining PeopleSoft user security using PeopleSoft Security Administrator and Operator Preferences.
•
Including on boarding of new employees for one-time cutover as well as ongoing processes.
•
Identified all the Business Process, Desktop reports and evaluated the required Business processes reports in Core HR,
eRecruit, Talent Acquisition, Candidate Gateway.
•
Involved in setting up the rules and roles and routings for the various Workflow E-Mail notifications such as marital status
change, reporting change, Benefits enrollment notification, dependent benefits info change in collaborative applications.
•
Worked on Application Integration Broker by implementing Application messaging in order to transmit the financials
business unit data (BUS_UNIT_TBL_FS) to HRMS.
•
Executed unit test plans for medium complexity batch interface programs for eRecruit, Talent Acquisition, Candidate
Gateway.
•
Extensively worked on Tax Updates in functional implementation parts.
•
Applied Bundles, Fix Packs, Maintenance Packs, Service Packs, and Tax Updates
•
Worked on customization of PeopleSoft process using People Code.
•
Using Global Payroll Integrate with standard chart fields to facilitate payroll expense reporting, Use a robust Absence
Management engine to manage the most common leave types and automate the leave accrual balance process.
•
Submit absence requests on behalf of their employees, view current and projected absence balances for their employees
and approve or deny absence requests.
•
•
Enable plan participants to project pension benefits via the Internet by using PeopleSoft Enterprise eBenefits Self-Service
Estimate Pension function.
Involved in PeopleSoft Enterprise HCM solutions to integrate pension data in a single database, store effective-dated
employment history to track jobs, employment status, salaried or hourly status, union affiliation and more.
Environment: PeopleSoft HRMS 8.8(HR, Payroll, Base Benefits), People Tools 8.42, Crystal Reports, SQR, Oracle 9i, Web
Logic 8.1/6.1, MQ series, Tuxedo 6.5, Toad, Windows NT/2000, Query Analyzer, Application Designer, People Code, SQR,
PS/Query, security/View and Process Scheduler.
American Online, Dulles, VA
May 05 – Dec 06
PeopleSoft HCM Upgrade Consultant
Project: PeopleSoft (HRMS) upgrade from 8.3 to 8.8
Responsibilities
•
Performed the Fit –Gap analysis and the Upgrade lab sessions to sort out the new functionalities to be added to the
existing system.
•
Worked on Pension Administration to manage multiple, complex defined benefit plans with a single, pure Internet solution
that can be configured to match your unique plan rules.
•
Interacted with Business Analysts to figure out the Process flow in various Business processes.
•
Involved in analysis, design, data mapping and data conversions using SQR.
•
Involved in the Application upgrade from version 8.3 SP1 to version 8.8 SP1 by using upgrade Assistant to prepare
Upgrade for comparison Reports, Upgrade Statistics for Oracle to run the Benefit Reports and configured options to run
unattended processes for error notification by Email.
•
Involved in system testing and bug fixing during the initial and move to production phases of the Application upgrade.
•
Involved in upgrade of people tools objects and primarily responsible for loading base data, fields compare reports and
converting, reviewing Application Engine Reports.
•
Prepared the database for the upgrade, applied required patches and fixes for the upgrade, ran DDDAUDIT, SYSAUDIT
reports and cleaned the database before the upgrade process.
•
Designed workflow applications for Payroll as well as Payroll interface.
•
Responsible to run various Initial Audit Reports, Application Audit reports, compare Reports, Script modifications, involved
in the upgrade process.
•
Created run controls record pages and attached to the process scheduler, to run the process.
•
Executed job for the initial pass of upgrade using Upgrade Assistant, documented issues related to upgrade steps,
worked with Peoplesoft and resolved issues.
•
Developed an application engine program to generate random passwords for the existing users and email them after the
cut over process.
•
Involved in migrating the projects from within various development environments and to production environment.
•
Responsible for modifying & upgrading several customized SQR reports from PeopleSoft version 8.3 to 8.8.
•
Identified in-efficient SQR programs and tuned them to improve performance.
•
Performed system testing on the customized reports and pages.
Environment: PeopleSoft HRMS v 8.3/8.8, People Tools v8.1x, HR, Payroll, Benefits, PeopleCode, Application Designer,
Application Engine, File Layout, Application Upgrade Assistant, SQR, Crystal Reports 9.0, PS/Query, Configuration
Manager, Object security, User security/ View, Process scheduler, Data Mover, Oracle 9i, Windows 2000/NT, HP-Unix, MQ
series.
Siemens, Atlanta, GA
May 04 – Apr 05
PeopleSoft Associated Consultant
Project: PeopleSoft Production Support 8.3
Responsibilities
•
Worked on enhancements, customizations based on Service Requests by business users for PeopleSoft online objects
and Non-PeopleSoft objects like SQRs.
•
Involved in resolving the trouble tickets and issues related to custom reports and processes.
•
Resolving issues like directing the output files to the server and client based on the need. Also worked on both inbound
and outbound interfaces using SQRs, AppEngine and component interfaces.
•
Worked with the People Tools 8.3 Integration Broker and involved in setting up the local gateway and created different
target nodes as per the requirement.
•
Worked in modifying the SQR interfaces/reports based on the regular service requests by first preparing the design and
impact analysis. Reports included Absence History, Employee Review Audit, and Department Salaries using SQR and
Crystal Reports for HR to name a few.
•
Debugged Application Engine, People code, Component Interface and SQR. Proficient in using traces (online People
code, AppEngine, SQR & COBOL traces) and debugging tools.
•
Submitted processes to process scheduler to run daily tasks at a time or run recursively by creating a Recurrence
definition to run at specific intervals.
•
Design and Development of Interface programs to move data from Corporate Directory Services into PeopleSoft tables
and involved in Data mapping between the two systems.
•
Developed Application Engine programs and used FileLayout and Component Interface to load data from flat file to
PeopleSoft system. Written and modified PeopleCode for validations.
•
Developed and customized on-line pages and menus using PeopleTools.
•
Setting up of process scheduler to enable end user to do multi- process jobs to run at client or at server and also used
process monitor to keep track of the status.
•
Usage of Import manager to import data from ASCII file to existing database.
•
Worked on PeopleSoft Security, online application & data and had good exposure to security administration.
•
Worked with Payroll Users in updating Paysheets and calculating salaries for a specific pay period to perform pay in
Payroll module and used pay calculations to calculate employee's gross pay and process manual checks.
•
Applied regular tax updates, patches & bundles to all relevant instances.
•
Worked on Benefits Administration in resolving BenAdmin issues. Worked closely with Benefits team for requirements
gathering and converting functional requirements into technical requirements and developed the functionality.
•
Supported Payroll (Payroll Administration – PaySheet, PayCalc and PayConfirm Processes) and worked on issues related
to payroll.
•
Used Data Mover to move data from development database to testing database and from testing database to production
database.
Environment: PeopleSoft HRMS 8.3, PeopleTools 8.17, ADP, PL/SQL, WindowsNT/2K/XP, Sun Solaris 2.8, Weblogic5.1,
Tuxedo6.5, Jolt, SQL*plus.
Taro Systems, Bangalore, India
Oct 02 – Apr 04
Peoplesoft HRMS Consultant
Responsibilities
•
Involved in the analysis, development/customizations and production support for various PeopleSoft modules like
BaseHR, Base Benefits and Benefits Administration.
•
Involved in conversion of the HRMS Data from legacy system and formatted the data according to the PeopleSoft format.
Used SQR’s and Application Engine’s for data conversion.
•
Worked extensively with different people tools viz., Application Designer, Import Manager, Data mover.
•
Used Application Designer to modify custom PeopleSoft objects. Modified existing records and created new records and
views to meet the application needs. Created and modified pages and existing menus to reflect the customized pages and
controlled the process flow with PeopleCode.
•
Worked on Data Conversion from legacy system to PeopleSoft system and developed utility in PeopleSoft using
Application Engine, Component Interface and SQR.
•
Modified existing/vanilla PeopleSoft SQR Reports/ Interfaces/Processes as well as developed new
reports/interfaces/process as per the business requirements. Also worked on Crystal reports.
•
Applied PeopleSoft delivered updates and patches.
•
Involved in the development of run control pages, components and modified existing menus to reflect the component.
Created Process definition, Process type definition and provided appropriate security to process groups.
•
Used People code to hide unwanted fields in some pages.
•
Developed SQR Report for security reporting which lists all the users (OprIds) and their access type in PeopleSoft.
•
Developed Report for Head count turnover based on locations and detail listing by departments.
•
Involved in the daily support of this project.
Environment: PeopleSoft HRMS 8, PeopleTools 8.14, Oracle 8i, Windows NT, Sun Solaris 2.7, Weblogic5.1, Tuxedo6.5, Jolt,
SQL*plus, PL/SQL.
Valent Corporations, Bangalore, India
Mar 01 – Sep 02
Peoplesoft HRMS Consultant
Responsibilities
•
Developed conversions programs to load Payroll and Benefit tables in Peoplesoft using SQR and Import manager.
•
Wrote a SQR programs to modify balances in Payroll.
•
Created datamover scripts to move the data from one database to other database.
•
Performance Tuning of Reports.
•
Developed Queries using PS Query and export the results with Microsoft Excel and Crystal Reports to perform further
calculations and develop reports.
Environment: PeopleSoft HRMS 7.5, PeopleTools 8, Oracle 8i, Windows NT, Sun Solaris 2.5, Weblogic5.1, Tuxedo6.5, Jolt,
SQL*plus, PL/SQL.
SRINIVAS BODDULURI
Summary
¾
¾
¾
¾
Over 8yrs of PeopleSoft-HR Developer experience including requirement gathering, analysis, design, coding, testing & deployment
Oracle Certified PeopleSoft Beta Application Developer - I & II Consultant
Expert and adept understanding of PeopleSoft HRMS 9.0/8.x Core HR, Payroll, North American Payroll, Self service, Recruiting,
Benefits and Time & Labor modules
Experienced in 2 Full life cycle Implementation, Upgrade and Production Support projects
Extensively used Configuration, Coding and Set up of PeopleSoft Integration Broker, Application Message, BPEL, Web Services,
Component Interface, Application Engine, XML, PS Query, SQR, Crystal reports, PeopleSoft Security and Expert in writing Basic
People Code and Advanced People Code
Proficient in generating various SQR Reports, XML, Crystal Reports, Nvision, Business Objects and Created corresponding Run
Control Pages
Involved in the Development, Implementation, Customization, Testing, Upgrade, Applying Patches and fixing bundles, Production
¾
¾
¾
¾
¾
Support and Maintenance of PeopleSoft HRMS
Have got knowledge on PeopleSoft Financial (PO, AP, Project Costing and Resource Management ) modules
Knowledge of 2-tier, 3-tier and PIA (Web servers and Application servers)
Worked on Integration within PeopleSoft and 3rd Party systems
Implemented the interfaces and batch programs using Unix Shell and Perl scripts
Database Programming experience using Oracle 10g/9.x/8.x/, MS SQL Server, PL/SQL, SQL, SQL Loader and excellent in SQL
¾
¾
¾
Performance Tuning
¾
Expertise in PeopleSoft Application Testing (Unit Testing, Regression, System, Integration, Functional and Performance Testing)
¾
Designed and developed data conversion reports and Inbound/Outbound Interfaces to facilitate the transfer of data from Legacy
System to PeopleSoft system using Component Interface, SQR, Application Engine, Integration broker, Application Messaging, File
¾
¾
Layout and also using Unix Shell and Perl scripts
Involved in Developing, Debugging, Troubleshooting and Testing of SQRs and PeopleSoft Applications like Application Engine and
People Code
Performed extensive fit/gap analysis and process discovery for several financial applications, and identified problems and resolutions
for implementing the respective PeopleSoft systems
Worked as part of the Technical Support Team by involving in the documentation and training of the end-users, and in solving the
post-implementation issues
Excellent problem solving, troubleshooting, and written documentation skills
Self-motivated, quick learner, zealous and hardworking, making it easy to handle multiple demands and competing priorities
¾
Admirable interpersonal, organizational, and communication skills facilitating the ability to work independently as well as a part of a
¾
¾
¾
team
¾
Involved in People Tools 8.48 and HRMS9.0(Application) Installation Process
Technical Skills
ERP (PeopleSoft):
PeopleSoft HRMS 9.0/8.x Core HR, Payroll, North American payroll, Self service, Recruiting, Time & Labor and Benefits
PeopleSoft Finance Project Costing and Resource Management modules
People Tools 8.49, 8.47, 8.45, 8.42:
Application Designer, Application Engine, Workflow, PS Query Manager, Component Interface, File Layout, Application messaging, Web Services and
Integration Broker
PeopleSoft Admin. Tools: PeopleSoft Security, PeopleSoft PIA, Process Scheduler, Process Monitor, PeopleSoft Change Assistant, Upgrade Assistant, Data
Mover, Tree Manager and Configuration Manager
Reporting Tools: SQR, XML, Crystal reports and PS Nvision
Languages: Advanced People Code, UNIX Shell and Perl scripts, C and Java
Database: Oracle 10g/9i/8i, MS SQL Server 6.x/7.x and MS Access 7.0/2000
Testing Tools: WinRunner6.0, LoadRunner6.0, Rational Robot and Test Director6.0
Operating Systems: Windows 9x/2000/XP, Windows NT and UNIX
Utilities: MS Word, MS Excel, MS PowerPoint and MS-Project
Source Safe: Microsoft Visual Source Safe6.0
Project Experience
Cardinal Health Systems, Dallas, TX
Jul 2008 to Till date
Role: Sr. PeopleSoft Developer
This project mainly involved Enhancements, Production Support and Maintenance of PeopleSoft HRMS North American Payroll, e-Performance, eCompensation and CRM
Responsibilities:
•
Functional study and design of Business Requirements & Requirements Gathering,
•
Converting Business Requirements into Functional and Technical specs, Preparing
High Level and Detailed Level specifications, Day to Day
Tasks including programming and Analysis
•
Developed various Interfaces and Batch programs using SQRs and UNIX Shell script from PeopleSoft payroll system to external system
•
Involved in modifying payroll processing errors and creating off-cycle pay calendars.
•
Wrote SQL statements to extract data from tables to verify the out put data of the SQR stand alone/batch reports and online reports
•
Involved in Integration broker set up like Configuring the Gateway, Setting Gateway properties, Configuring Nodes, Channels, Messages,
Connector Properties, Web Services and Integration Setup.
•
Involved in design phase to design the ADP processes/reports in people soft for the corresponding ADP system processes/reports.
•
Identified the deduction codes that are being used in ADP system and mapped the related deduction codes in Peoplesoft.
•
Identified the earning codes that are being used in ADP system and mapped the related Earnings codes in Peoplesoft.
•
Identified all the third party systems using in ADP system and evaluated the continuation of those systems in people soft.
•
Designed and Developed Inbound interface to import employee health care and benefit changes from third party benefit provider to PeopleSoft.
•
Developed custom SQR programs to transfer employees, create pay sheets and insert employee tax records, involved in updating tax balances,
earnings balances and deduction balances.
•
Established Application message between PeopleSoft HRMS and CRM system using Integration Broker and Webs Services
•
Extensively used WS BPEL Process Manager to orchestrate Web Services, without need of building aggregated and poorly reusable Web
Services.
•
Developed Various payroll reports using XML publisher and Crystal reports
•
Wrote to people code to generate XML files to make use in 3rd party Brass ring recruiting system
•
Involved in PeopleSoft North America Payroll setup and Online Configuration
•
Developed new Component Interface to create User profile dynamically when an Employee is assigned as a project manager it automatically
adds the Project manager roles to that employee
•
Developed Various payroll reports using SQRs and Crystal reports
•
Worked on PeopleSoft data archive manager to archive past 2year payroll data
•
Created custom Application Engine programs to synchronously create user accounts in the Portal Database for new employees
•
Customized various COBOL processes in PeopleSoft HRMS modules
Environment: PeopleSoft HRMS 8.9, North American Payroll, People Tools 8.48, SQR,
Integration Broker, Web Services, SOAP, XML Publisher, Component Interface, ADP, Data Archive Manager, People Code, Crystal reports, Oracle 10g,
UNIX Shell and Perl Scripts
RFP # 2977-10
Page 210 of 251
Project Experience
LexisNexis, Miamisburg, OH
Apr 2006 to July 2008
Role: Team Lead and Sr. PeopleSoft Developer
LexisNexis® is a leading provider of comprehensive information and business solutions to professionals in a variety of areas - legal, risk management,
corporate, government, law enforcement, accounting and academic. LexisNexis has core facilities located in US, UK, Japan.
Application maintenance and support refers to the solutions provided to the production fixes that occur during the normal day to day operations of the client.
This project mainly involved Implementation, Enhancements and Production Support of PeopleSoft HRMS 9.0 Modules like Core HR, Payroll, North
American Payroll, Self service, Recruiting, Benefits and Time & Labor and PeopleSoft Finance modules like PO, AP, Project Costing and Resource
Management
Responsibilities:
• Functional study and design of business requirements & Requirement Gathering, Sending Daily Status Reports, Day to Day Tasks including
programming, Analysis,
Production Support Issues/Tickets Tracking, Communicating with the Business Users, 24x7 on-call supports, Off-hour Support, debugging and
testing of existing applications that run in a production environment for purposes of remediation of system errors and to extend application life
span
• Leading a offshore team of 12 people
• Took active part in providing technical consultation on fit/gap analysis, reviewing and mapping of the data
•
Developed new Component Interface to create User profile dynamically when an Employee is assigned as a project manager it automatically
adds the Project manager roles to that employee
• Created custom Application Engine programs to synchronously create user accounts in the Portal Database for new employees
•
Working experience with advanced Web services technologies in PeopleSoft environment using SOAP – Simple Object Access Protocol,
HTML, XML, Java Script and WSDL-Web Services Description Language
•
Created new SQR Programs to update Annual Base Salary, and to add new Benefit programs, Plan, Plan Types and automated Benefit Admin
Process.
•
Involved in modifying payroll processing errors and creating off-cycle pay calendars.
•
Wrote SQL statements to extract data from tables to verify the out put data of the SQR stand alone/batch reports and online reports
•
Involved in using BPEL Manager to reuse the web services like Customer creation, Pending item creation, Receivables update processing and
Deposit creation and application
•
•
•
•
Developed and modified People Code to implement specific business rules and validations to enable the system to perform the business process
Involved in the Strategic planning for the Project back up’s and also responsible for migrating projects across multiple environments. This
involved running and analyzing audit and compare reports before migrating to different environments
Workflow notifications for self-service options – Job Requisition creation/Approval, Appraisal submission/approval, Leave Application and other
reminder notifications
Customized the Job Data Compensation page for North American Payroll
•
Developed App Engine and SQR programs for in eRecruit, Benefits, Benefits Administration, Payroll, Self-Service Modules
•
Developed various outbound Interfaces using SQR’s for Transmitting Employee Data to Benefits vendors
•
Done Workflow Email and Work list customizations
•
Developed various PS queries in order to help the client day-to-day activity
•
•
Customization of employee benefits through Benefits module
Configured and Setup the Integration technologies like Application Message,
Integration Broker between PeopleSoft system and third party
Involved in online changes like adding customized translate values, People Code, panels and menus
•
•
Involved in the Strategic planning for the Project back up’s and also responsible for migrating projects across multiple environments. This
involved running and analyzing audit and compare reports before migrating to different environments
•
Developed ad-hoc reports and ad-hoc queries developed Run Control Panels as per requirements and attached to menu to run SQRs online
•
Created and modified Components, Pages, Records, Fields, Process Definitions and registering Components in Portal, Menu and Permission
Lists
•
•
Worked on Process Scheduler to create various process definitions and attached these processes to the pages
Resolved different type of issues in payroll module and meeting Service Level Agreements( SLAs) depends on Production Support
Tickets/Requests Priority
•
Customized Reporting tools like SQR, Crystal reports and Nvision
•
Customized with Application Program Interface SQCs
RFP # 2977-10
Page 211 of 251
•
Developed security page and record for the plan that gives the an authorized owner the ability to maintain plan security
•
•
•
Worked on Customization of Shell and Perl Scripts
Test Cases & Data Preparation for UAT(User Acceptance Testing) and System Testing
Involved in Developing and Code Debugging, Updated SQR transactions, Troubleshooting and Testing of SQRs and PeopleSoft Applications
•
Involved in the development of user interfaces for Project costing and Resource Management application
•
Developed an interface to get the employee data and timesheet data from HR tables to finance tables
•
Developed Time & Labor normalization rules according to the client requirement
•
Customized the JOB table interface program by keeping employee present status condition so that only the active employees flows into HRMS
to Finance database
•
•
Customized the Time and Labor normalization process according to the client needs
Handling & managing peer reviews for various modules of the system
Environment:
PeopleSoft HRMS 9.0, 8.9, People Tools 8.49, 8.47, Oracle 10g/9i
Project Experience
ROSS Stores Inc, New York
Jan 2004 to Feb 2006
Role: Sr. PeopleSoft Developer
Ross Stores, Inc., a Fortune 500 company headquartered in Pleasanton, California, is the nation's second largest off-price retailer. This project
mainly involved Development and Enhancements of PeopleSoft HRMS8.4
Responsibilities:
•
Developed complex SQR reports for PeopleSoft HR and Payroll department to suit the needs of the company and customized PeopleSoft delivered
SQR reports
•
Involved in Data mapping between the two systems, reports included Absence History, Employee Review Audit, and Department Salaries using
SQR for Human Resources.
•
Developed Employee Review Reports, Annual Bonus Reports, Personal Data reports, Year-to-date tax balances and earning balances reports
•
Converted Legacy Payroll data from flat files to PeopleSoft tables using SQR
•
Involved in the development of interface programs necessary to move data from PeopleSoft tables to flat file using SQR
•
Setting up Process Scheduler to create jobs and People Tools Query to verify the results. Resolved issues to the satisfaction of business analysts and
the test team to satisfy End-User requirements.
•
Designed specifications for ADP that would calculate Performance Bonus for Hourly employees. Calculations are based on the earnings amount
accrued for a fiscal year
•
Developed and customized on-line pages and menus using People Tools.
•
Created security levels for pages and menus using security administrator tools
•
Involved in assigning Permission list, Users Roles and assigned those roles
•
Conducted training Sessions on developing SQR, People Code and Application Engine., troubleshooting using SQR flags, People Code Debugger
and Application Engine Trace.
•
Created and modified the records, views, pages, components and menus
•
Used data mover to move configuration data from one database instance to another
•
Extensively worked on Process Scheduler Manager, Tree Manager and Query
•
Used Security Administrator to grant access on several Menus’, Components and Pages, Created user profiles, permission lists and roles, Added
Folders and Content references using Portal Administrator.
•
Created Process Definition, Run Control Record, Page and component to run the batch program through Process Scheduler and Scheduled the jobs
through process scheduler
•
Involved in migrating projects from development instance to Test, UAT and production instances.
•
Worked on workflow enhancements
•
Testing – test plan (unit/integration), test data creation and data analysis
•
Modified the existing crystal reports according to the new requirement
•
Provided Post implementation support as per the user requirements
Environment:
PeopleSoft HRMS 8.4, People Tools (8.42), Oracle 8i
RFP # 2977-10
Page 212 of 251
Project Experience
Suncorp, Australia
May 2003 to Dec 2003
Role: Sr. PeopleSoft Developer
Suncorp is one of Australia's leaders in banking, insurance and investment for personal customers and business customers. This project mainly
involved Enhancements of PeopleSoft HRMS
Responsibilities:
•
Worked on customization of PeopleSoft HR, Payroll, Base Benefits that included creating, and modifying records, pages and Components
•
Designed and Developed SQR reports and interface programs to move data from legacy system into PeopleSoft tables
•
Developed field definitions, record definitions, Page design for Control Panel and Template changes
•
Performed extensive fit/gap analysis and process discovery for several HRMS applications, and identified problems and resolutions for
implementing the respective PeopleSoft systems
•
Developed new Payroll Wages Analysis report that shows the employees payroll and benefit data
•
Modified/upgraded existing SQRs from previous version to new version
•
Wrote SQLs using PS-Query to generate reports for Payroll users
•
Developed new interfaces to generate data for the third party vendors
•
Prepared test plans, test data and execution of test plans for various SQR Reports.
•
Tested report/processes after modifications
Environment:
People Tools – Application designer, People Code, PS Query, Crystal reports, SQR
Project Experience
N.E.C, Japan
Mar 2002 to Apr 2003
Role: PeopleSoft Developer
NEC aims to provide optimal solutions to its customers. Innovation is the key to NEC’s ongoing success. NEC is one of the leading manufacturer’s
of Computer products, Networking, Semiconductor & components etc. This Project mainly involved customization of PeopleSoft HRMS and PeopleSoft
finance modules like GL, AR and Billing
Responsibilities:
•
Involved in the customization of PeopleSoft HRMS Payroll and financial system (GL & Billing) based on organizational requirements
•
Developed, modified various online Objects for Billing, Payables and Receivable Components per User Customizations. Created menus and
components to register the objects to portal
•
Involved in customizing PO inquiry and stock request inquiry pages.
•
Worked on Journal entry detail report, AP Performance report, Issue by items report etc
•
Developed a SQR to identify vendors with no transactions in the past 15 months and inactivate them if chosen
•
Debugged and Traced People Code programs for Journal Entry, Journal Edit, Vendors and Voucher Panels.
•
•
•
•
•
•
•
•
•
Involved in various phases of this project such as analysis, design, development, Data Conversion Scripts using SQR & SQL Scripts, unit testing,
devising string and integration testing, performance tuning of on-line and Batch Data Communications application.
Performed extensive debugging and performance tuning of various processes. Well versed in utilizing tools and utilities provided by PeopleSoft
(Debugger, tracing etc) for trouble shooting issues on People Code, Application Engine, COBOL, SQR’s & Online
Expansively used tools like Process Scheduler and Process Monitor for the execution of Crystal Reports
Conducted training Sessions on developing SQR, People Code and Application Engine., troubleshooting using SQR flags, People Code Debugger
and Application Engine Trace
Provided detailed test plans and technical documentation
Developed Custom Billing interface program, added functionality for Discounts and surcharges for custom invoices, per client requirement.
Developed Custom Billing Online Components to Review Billing Summary and Custom processed data.
Developed inquiry page for Billing Invoices for Custom billing interface run.
Worked with PeopleSoft BI Preload process to increase performance and applied various fixes to fix the issue with the delivered process
Environment: People Tools, People Code, PeopleSoft Security and Oracle.
RFP # 2977-10
Page 213 of 251
VENKAT RAVIPATI
Overview:
•
Over 9 years of progressive experience in Information Technology industry, which includes over 7 years of thorough experience in designing,
developing, customizing, supporting, and testing PeopleSoft Financial, Supply Chain Management, and Human Capital Management
applications
•
Proficiency in the use of various Peopletools like Application Designer, Component Interface, EDI Manager, PeopleCode Debugger, Query
Manager, PS nVision, PS Query, Data Designer, Menu Designer, and Application Engine programs in Windows NT and Unix platforms
•
Sound experience in the design, configuration, testing, and deployment of large PeopleSoft Supply Chain system implementations, with
extensive knowledge of the capabilities, limitation, and integration issues with packaged software solutions such as PeopleSoft.
•
A thorough professional with good communication and interpersonal skills that is well augmented by the ability to work in a team environment,
work efficiently with tight schedules and under pressure, manage multiple projects, and cross-train subordinates in other functional areas
Skill sets:
•
ERP : PeopleSoft 7.x/ 8.x/9.0 (Financials- AP, AR, AM, BI, GL, PO, eSettlements, SCM- OM, ePro, PC) (HCM/ HRMS- HR, Benefits,
Payroll, Compensation, MSS, ESS, eRecruit, ePay, eProfile, eBenefits, eComp, eRecruit, T&L, ELM)
•
LANGUAGES: PeopleCode, DMS, COBOL, C, HTML, SQL, PL/SQL, VB, SQL*Plus, ADO
•
DATABASES: Oracle 6.x/ 7.x/ 8.x/ 9.x/ 10g, DB2, MS SQL Sever 6.0, MS Access
•
SERVERS: FTP 1.x, Citrix, LDAP, Tuxedo
•
TOOLS: PeopleTools 7.x/ 8.x (Application Designer, Application Engine, Application Messaging, Report Manager, Query Manager, Tree
Manager, EDI Manager, Import Manager, PS Security, Process Scheduler, Data Mover, Component Interface, Business Interlink, PeopleCode,
Security Administrator, Workflow), PS nVision, PS Query, XML Publisher, SQR, Crystal Reports 8.x/ 9.x, MS Office Suite (Excel), TOAD,
Mercury Interactive Tools (TestDirector 8.x, WinRunner, LoadRunner), TestLoader, Stat, Developer/2000 (Forms 5.x, Reports 3.x), Track-it
•
OPERATING SYSTEMS: OS/390, OS/400, Windows 98/ 2000/ NT, Unix, HP-UX , Sun Solaris
Education:
Bachelor of Engineering in Electronics and Communications from University of Madras
Post Graduate Diploma in Computer Applications
PeopleTools 8.4 certification from PeopleSoft University
Experience:
FedEx Services, Pittsburgh, PA
Role: PeopleSoft Technical Consultant
Project: PeopleSoft HCM 9.0 – Enhancements.
March 2009 – Present
Environment: PeopleSoft HCM 9.0 (Workforce Administration, Base Benefits, CDAS, NA Payroll), PeopleTools 8.49, Application Designer, Oracle 10g,
SQL, PL/SQL, SQR, XML Publisher, Crystal Reports, PeopleCode, Application Engine, Application Package, Integration broker .
FedEx Ground has created highly custom PeopleSoft application called CDAS (Contractor/Driver Administration Settlement) which it uses to maintain and
pay contractors and Drivers. The current project was to do some enhancements to their existing system.
Responsibilities:
•
Met with business user and gathered the business requirement. Created a detailed design specification from the business requirements for
Addendum Dashboard Custom Module.
•
Designed and developed Module which will show that the contractor has signed the latest addendum; if not it will trigger Action required
workflow to the Terminal Manager.
•
Created different staging tables to move data between the Source system and Target system.
•
Developed 12 Custom PeopleSoft XMLP Reports which will be generated when a new contract is created or if any changes to the existing
contract.
•
PeopleSoft XML Publisher reports are developed by using PS query and Rowset as data sources.
•
Created Application Engine using file layout and Component Interface to load Rate Table changes from spreadsheet to PeopleSoft records.
•
Created Application Engine using Component Interface to load VMS data from VMS mirrored view to PeopleSoft tables.
•
Developing Training and a communication strategy and conducting Training for the Power Users and the end Users on the implemented
functionality
•
Documented Benefits and NA Payroll interfaces to/from third party vendors to PeopleSoft system to determine the impact if the Payroll was
outsourced.
•
Created some stored procedures and Database triggers using SQL and PL/SQL for tables validation and other functionality.
•
Created workflow notification after a change to the Job Record will notify the current supervisor to review Assign Schedule to see if the
current schedule remains valid or needs to be changed to match the effective date of the Workgroup change.
RFP # 2977-10
Page 214 of 251
•
•
•
•
Involved in identifying process improvements and redesigning business processes to accommodate new interfaces and altering the scheduling
of batch processes to incorporate added preprocesses.
Involved in reviewing the audit reports and preparing the system for tools upgrade.
Supported HRIS with troubleshooting and enhancement and tuning of various interfaces, adhoc queries in modules like HR, Base Benefits,
NA Payroll & Time & Labor.
Participating in weekly team meetings, resolving team issues related to projects and support activities, involved in regular on call activities,
trouble shooting various batch and online programs, drive root cause analysis and closures of support tickets and document it for future use.
JM Family Enterprises, Deerfield Beach, FL
April 2008 – February 2009
Role: Sr. PeopleSoft Developer (Technical) - PeopleSoft HRMS 8.9/9.0
Upgrade, e-Recruit, e-Performance, e-Benefits Implementation & Production Support
•
Served as a PeopleSoft HCM Consultant
•
Responsible for gathering User Requirements and designing the Technical & Functional Specs as per the new Version of PeopleSoft 9.0
•
Wrote custom SQR to send E-mails to PeopleSoft users to update their self service Information as Client is going for Upgrades in PeopleSoft.
•
Wrote interface SQR programs for sending out COBRA information to ADP once an employee was terminated
•
Involved in running Tax-Updates, Patches & Fixes using Change Assistant Tool.
•
Responsible for Production Support of current PeopleSoft 8.9 Version.
•
Analyzed the delivered vanilla Job Opening Application Engine program and responsible for customizing it as per the clients requirement.
•
Wrote Custom Application Engine program to update the recruiter-id, Question & Answer Setids, Employee being replaced, Custom Account
code tables for Work-Flow Approvals.
•
Involved in setting up of Custom Work flow Approvals for both Job Opening & Job Offer.
•
Analyzed the Application Packages and responsible for enabling code which are related to JM Family.
•
Designed and developed SQR reports to fetch all the Applicants Information for the specific Job Applied.
•
Involved in Fit-Gap Sessions to Implement E-Benefits as per the Client's requirements.
•
Customized Benefits/Dependent Enrollment page as per client requirement. Wrote Test Cases for T&L Processes and reports and responsible
for testing both in terms of Technical and Functional Point of View
PeopleSoft HCM (HR, Benefits, N/A Payroll, e-modules) 8.9/9.0, T&L, SQR, People Tools 8.47/8.48, People Code, Application Engine,
Application packages, Change Assistant, Oracle 9.i, HPUNIX, WINDOWS NT Server.
Veolia Environmental Services, Baytown, TX
PeopleSoft Technical Consultant
December 2007 - March 2008
•
Reporting/Retro-Fitting/Upgrade Project
•
Involved in Designing, Developing and upgrading the reports in PeopleSoft Financial modules.
•
Worked on various people tools such as App Designer, SQR, Crystal, PS/nVision, Tree Manager and PS Query.
•
Upgraded the hard coded PS queries which are based on Fiscal Year and Ledger group to make them run at any time.
•
Upgraded the PS/nVision reports which are hard coded based on the Fiscal Year and made them to run according to As of Date as input
parameter.
•
Created customized fields in app designer according to the requirement.
•
Design and Developed a Crystal report for Purchase Order Line Report which takes 9 values as input parameters.
•
Created various time spans in PS Financial for the purpose of using in PS/nVision reports.
•
Worked on the Asset Management problem where the asset status was not retired even though the asset was retired. Debugging was done to find
out the problem and resolved.
•
Developed a detailed PS/nVision report for Budget and Revenues by period taking YTD as time span and input parameter as As of Date. And
based on run time values charts are generated.
•
Analyzed the commitment control for budgets and tested the data in financial module.
On Assignment Inc., Calabasas, CA
PeopleSoft Development and Support
November 2006 - September 2007
•
Served as a PeopleSoft HCM Consultant
•
Creating new and customizing the existing PeopleSoft Objects such as fields, records, pages, components, and menus
•
Writing queries using PS Query
RFP # 2977-10
Page 215 of 251
•
Customizing Self-Service modules such as ePay, eProfile, eBenefits, eComp, and eRecruit
•
Testing Recruitment module based on company specifications
•
Verifying that all panels work to allow for company to execute business processes effectively
•
Designing and developing the new fields, record definitions, pages, components, and menus required for that new application, along with the
necessary PeopleCode to incorporate the business needs into the application
•
Developing interfaces using SQR to obtain the data from CSV files and flat files.
•
Developing interface reports using SQR to read the data from files, loading it into PeopleSoft tables, and sending the data from PeopleSoft to
other interfaces
•
Creating automated processes for running reports online, using panels and Process Scheduler
•
Modifying SQRs and scheduling them using Process Scheduler, and developing reports using Crystal Reports and PS Query.
•
Being responsible to test the reports developed, and modifying the process definitions with correct parameters wherever necessary
•
Resolving production issues that includes performance tuning, creating new reports and queries, writing update SQLs, modifying delivered and
customized Application Engine PeopleCode to suit the client needs
•
Resolved the Issues related to the payroll error messages occurred after PYLOAD Process runs.
•
Cloned DDP003.sqr and added extra logic as per the client expectation which produce interface files to ADP for printing of checks and advices
history.
•
Executing unit testing of customization of various SQR reports
•
Testing the customization of various pages, components, and records for Payroll, Benefits, Time & Labor, and other Self-Service modules in
HRMS
PeopleSoft 8.9 (HCM/ HRMS, HR, BA, Payroll,Self Service, ePay, eProfile, eBenefits, eCompensation, eRecruit, T&L, ELM), PeopleCode,
SQL, Oracle 9i, PeopleTools 8.47 (Application Engine, Query Manager, PS Security, Process Scheduler, Component Interface, Workflow,
Application Messaging), PS nVision, PS Query, SQR, Crystal Reports 9.0, Track-it, Windows NT, Unix
Amerisure Insurance Company, Farmington, MI
PeopleSoft Financials Upgrade
May 2006 - October 2006
•
Served as a PeopleSoft Financials Consultant
•
Participated in upgrading PeopleSoft Financials (GL, AP) from 7.5 to 8.8, which included PeopleTools upgrade and modules upgrade
•
Worked on the customizations of PeopleSoft Accounts Payable and General Ledger modules
•
Served as a Member of the Design team for developing business process flows and interfacing requirements for a client-specific streamlined
process
•
Created technical documents from functional specs to incorporate existing business process into newer version
•
Worked as a PeopleSoft Developer on customizations and provided technical solutions for module functionality, enhancements, and upgrade
•
Provided production support, and executed post-implementation activities, reports development, and resolved configuration issues in the areas
of AP and GL
•
Carried out the process specifications design and finalization, and interacted with the user for issues resolution
•
Customized pages in PeopleSoft 8.8 using Application Designer, PeopleCode
•
Worked with delivered Application Engine programs such as GL journal import to obtain the data from flat files and Voucher Load interface for
data load into PeopleSoft tables from EDI Manager
•
Troubleshot and carried out error resolution for various problems during unit, functional, and system/ cycle testing
•
Resolved and documented in-work log and managed service requests and tickets entered via defects log (eProject) in the modules of Account
Payables and General Ledger
•
Worked on the customization of chart fields as per the requirement of the end users
•
Developed run control pages to run various reports in AP and GL
•
Customized delivered Crystal Reports CHECK1.RPT as per the client requirement, participated in AP-check printing, and worked with MICR
printer
•
Created Crystal checks from scratch and plugged them in the pay cycle process
Southern Ute Indian Tribe, Durango, CO
PeopleSoft Development and Support
January 2006 - April 2006
•
Served as a PeopleSoft Consultant for Financials and HR modules
•
Worked as a PeopleSoft 8.4 Production Support Team Member to support the users online
•
Resolved and documented work log, and managed service requests and tickets entered via Newmerix, and automated Program Manager in
Account Payables, Account Receivables, Asset Management, Billing, General Ledger, and Purchasing modules
•
Resolved issues on priority basis
RFP # 2977-10
Page 216 of 251
•
Managed security creating permission list, roles, and users
•
Provided PeopleSoft access to users, created users, changed profiles, reset of passwords, and deleted users
•
Applied patches and fixes, developed comparison reports between different databases, and understood and solved user issues
•
Provided support to a few HR modules such as customizing the HR, Payroll, and Benefits modules using PeopleCode and various PeopleTools,
which included creating panels, records, and menus based on organizational requirements
•
Participated in AP-check printing using customized Crystal Reports
•
Troubleshot voucher creation, voucher posting, and express payment
•
Created Crystal checks from scratch, and plugged them in the pay cycle process
•
Participated in PeopleTools upgrade from 8.42 to 8.47, and interacted with users for the PeopleTools upgrade process
•
Worked with Accounts Payable users in different locations of client, and solved the AP check printing problems
•
Created new Crystal Report checks, entered bank information related to that particular checks of newly added business units, and tested them
for check printing
•
Participated in applying Maintenance Pack 2 for PeopleSoft Financials 8.4
PeopleSoft 8.4/ 8.9 (Financials, AP, AR, AM, BI, GL, PO, HCM, HR, PY, BN), PeopleCode, PeopleTools 8.42/ 8.47 (PS Security, Process
Scheduler, Component Interface, Workflow), PS nVision, PS Query, SQR, Crystal Reports
USAA, San Antonio, TX
PeopleSoft Development
January 2005 - December 2005
•
Served as a PeopleSoft Financials Consultant
•
Participated in the development and customization of Financials modules such as AP, AR, AM, GL, PO, INV, and eSettlements
•
Used PeopleCode and SQR for changing the delivered application
•
Worked as a part of the team on an enterprise-wide application to fully integrate Financial, Work Management, and Supply Chain software,
provide data on a business unit basis, and reduce the costs of AEP products and services in order to maintain competitiveness
•
Wrote SQR for data conversion and client-specified user reports
•
Worked on different production issues such as depreciation calculation, salvage values and net book value problems in Asset Management
module
•
Worked with Query Manager to prepare different queries to identify the problem with depreciation and asset history in Asset Management
•
Worked with eSettlements module, and solved issues related to Workflow
•
Worked on eSettlements, and created alerts for approvers, and approved invoices and electronic receipt statements
•
Corrected the assets for those books that were out of sync
•
Corrected the auto capitalized assets that were coming from Purchasing, and tested the overall process from Purchasing to Payables and to Asset
Management
•
Developed new buyer user load panel for the users in eSettlements for separate security
•
Fixed various problems in Payables and eSettlement modules and PS Security
•
Developed various projects such as buyer user load and vendor user load, and scheduled them to UEM_USERLOAD and UEM_VNDRUSRLD
Application Engine programs for corresponding users to upload the data
•
Worked with three different uploads from Excel to Component Interface for adding asset information, transferring assets, and for the inter-unit
transfer of asset
•
Developed Purchase Order panels including line, schedule, and distribution panels
•
Participated in unit and functional testing
•
Used TOAD for interacting with database while solving different issues
PeopleSoft 7.5/ 8.4 (Financials, AP, AR, AM, GL, PO, INV, eSettlement), PeopleCode, PeopleTools 8.45 (Application Engine, Query Manager, PS
Security, Process Scheduler, Component Interface, Workflow), SQR, Crystal Reports 8.0, TOAD,TestDirector 8.0, WinRunner, LoadRunner
Verizon Wireless, Folsom, CA
PeopleSoft Implementation, Upgrade, and Support
May 2004 - December 2004
•
Served as a PeopleSoft Financials Consultant
•
Participated in implementation, customization, and support of PeopleSoft GL, AP, AR, BI, PM, Inventory (INV), and Order Management (OM)
modules
•
Upgrad team member of PeopleSoft 7.58 Financials to PeopleSoft 8.42
•
Participated in approval customizations meetings
•
Upgraded SQRs for their new tables of PeopleSoft 8.42, new objects and customized objects, PeopleCode, Application Engine, Component
RFP # 2977-10
Page 217 of 251
Interfaces, eProcurement, LDAP and PS Security setup
•
Participated in post-implementation production support for Procurement
•
Upgraded the SQR interfaces and reports in General Ledger module to be compatible with PeopleSoft 8.4 such as arld.sqr, arbi.sqr, fisl.sqr,
ndcl.sqr, and refund.sqr
•
Participated in AP-check printing using customized Crystal Reports
•
Participated in troubleshooting the Project Costing (PC) integrated enterprise data PC_PO, PC_IN, and PC_AP process and conversions
•
Customized Billing upload process BI03.SQR and Excel spreadsheet billing
PeopleSoft 7.58/ 8.42 (Financials, GL, AP, AR, BI, PM, INV, OM, ePro, PC), PeopleCode, COBOL, HTML, Oracle 8.x, LDAP, FTP 1.0,
PeopleTools 8.x (Application Engine, Component Interfaces), PS Query, PS nVision, SQR 8.42, Crystal Reports 8.5, TOAD, OS/400, Windows
2000, Unix
Safeco, Seattle, WA
PeopleSoft Upgrade
December 2003 - March 2004
•
Served as a PeopleSoft Financials Consultant
•
Developed and customized Financials modules such as GL, AP, AR, AM, and BI and SCM
•
Upgraded PeopleSoft 7.5 Financials to PeopleSoft 8.4
•
Supported team with upgrades, SQR customization, PeopleTools development, customizations, and PeopleCode.
•
Participated in fit-gap analysis and participated in customizations approval meetings
•
Participated in AP-check printing customizations that involved Crystal Reports
•
Upgraded SQR for their new tables of PeopleSoft 8.4 and new system variables
•
Participated in post-implementation production support
PeopleSoft 7.5/ 8.4 (Financials, GL, AP, AR, AM, BI, PO, INV), PeopleCode, DB2, PeopleTools,Crystal Reports, SQR, OS/390, Windows NT
Navya Technologies, India
PeopleSoft Implementation and Development
May 2000 - Nov 2003
•
Trained as a PeopleSoft HCM and financial Consultant
•
Implemented PeopleSoft HR, Base Benefits, and Payroll system
•
Participated in fit/ gap analysis of PeopleSoft HR, Base Benefit, and Payroll applications
•
Analyzed the requirements and set up Payroll tables such as pay group, earning codes, earning programs, pay calendar, run ID, shift form ID,
holiday schedule, and general deduction
•
Ran payroll cycles such as pay sheet generation, pay calc, and pay confirm, and compared the Payroll register with ADP Payroll register
•
Created parallel test plans, conducted parallel testing, and compared the results
•
Provided training to the user to run Payroll processes, custom processes, and reports, and troubleshot the Payroll error messages
•
Set up Tree Structure for all companies and set departmental security
•
Created different level of security for users by using Security Administrator
•
Followed data-mapping docs and pulled employee information from ADP and loaded all data in HR tables by using SQR and Import Manager
Lehman Brother’s, NY project: May 2002 – Jan 2003
•
Worked as a PeopleSoft support team member from offshore center in India.
•
Worked extensively on various issues in production and resolved on priority basis and participating in user meetings and follow up on issue
statuses to users in US.
•
Developed and customized applications of the Financials modules such as GL, AP, AR, and AM
•
Used PS Query in conjunction with Crystal Reports to develop summary reports
American Electric Power, Columbus, OH Project: Feb 2003 - Nov 2003
•
Worked as a PeopleSoft support team member from offshore center in India.
•
Served as a PeopleSoft Financials Consultant
•
Worked extensively on customization of Accounts Payable, Accounts Receivable, Purchasing, Asset Management, and GL modules of
PeopleSoft Financials
•
Participated in upgrade process of PeopleSoft from 6.0 to 7.52
•
Customized EDI Manager in PeopleSoft 7.5 for uploading vouchers
•
Created entity codes, EDI transactions, partner profiles, internal and external trading partners, and customized EDI business document
•
Customized POPO005.SQR dispatch Purchase Order process to include the newly developed custom records
RFP # 2977-10
Page 218 of 251
•
Used PS Query to build queries and used Crystal Reports to generate all customer reports
PeopleSoft 7.51 (HRMS- HR, BB, BN, PY, Financials-GL, AP, AR, AM, BI), ADP (HR, PY), PeopleCode, SQL, Oracle 7.3.4, PeopleTools 7.55
(Process Scheduler, Security Admin, Import Manager), PS Query, SQR, Crystal Reports, MS Office Suite (Excel), HP-UX 9.0
Karvy Consultants, India
Employee Personnel and Payroll System
Jan 2000 - April 2000
•
Designed the system to manage all Administrative and Payroll needs of an organization with 1650 employees
•
Facilitated generation of main reports that included Pay-Slip, Pay Register, Deduction Statement, Yearly Earnings, and Deductions for a
particular employee
•
Developed packages, stored procedures, functions, database triggers, and class modules to validate data and ensure system integrity
•
Generated weekly and monthly reports using Oracle Reports
Oracle 8.0, Developer/2000 (Forms 5.0, Reports 3.0), PL/SQL, TOAD, Windows NT
RFP # 2977-10
Page 219 of 251
ORACLE E‐BUSINESS CONSULTANTS RFP # 2977-10
Page 220 of 251
AGUS S WIDJAJA KEY QUALIFICATION / ACCOMPLISHMENTS
•
Full life cycle Implementation of Oracle Release 12.0.5.
•
12 Years of solid experience in both functional and technical areas of Oracle Supply Chain/CRM & Financial ERP Suites (OM, AR, PO, AP, GL, INV,
CE, PA, iExpense, iProcurement, ADI, MRC, System Administration, Sourcing, and Sub-ledger Accounting - XLA)
•
Familiar with the following Oracle modules: HRMS, Payroll, Install Base, Service Contract, Field Service, Bill of Material and Configurator.
•
Full Life cycle implementations, configuration, enhancements, upgrades, and global deployments of Oracle Applications Suite (Order to Cash & Procure
to Pay) R12, 11i(11.5.0 - 11.5.10.2), 11.0.3, R10.7
•
Three Global implementation with multi language and localization of Oracle ERP (US, Europe, Asia)
•
Development of Business Requirements Analysis, System GAP Analysis, Current and Future Processes Model, and Functional/Technical Designs
•
Full Life cycle customizations to Oracle Financial Application Suites using Oracle Report, XML Publisher, PLSQL, Workflow, OAFramework, and
Form
•
Full Life cycle implementation of OLAP (Hyperion Essbase, Oracle Discoverer (4i) with Application Security) Globally
•
Full Life cycle implementation of custom integration/interfaces between various feeder systems into Oracle Applications Suite using TIBCO
•
Full Life cycle implementation and integration of Sabrix Sales/Use Tax Extension with Oracle Payables and Receivables
•
Post Implementation Functional and Technical global production support
•
Instance, upgrade, and patching strategy and management
•
Ability to understand business operation and accounting functions in order to provide a creative accounting/business automation solution
•
Deliver end user training tailored toward specific business processes within the application
•
Project/Resource Management for ERP/Custom Application Implementation
•
Manage and supervise both Functional and Technical resources
PROFESSIONAL EMPLOYMENT HISTORY
Jul 2007 – Present
Senior Principal Consultant affiliating with Dinero Solutions
Merial Ltd
Atlanta - GA
•
Served as Senior Principal Consultant for the global (US and France) roll out of Oracle Release 12 Procure To Pay (Purchasing, iProcurement,
Payables, iExpense, Sourcing, Sub-ledger Accounting - XLA).
•
Defined and performed system configuration
•
Documented test plan and detail test scenarios
•
Leaded the system, integration and QA test executions
•
Analyzed, documented and tracked software defect through resolution phase
•
Evaluated and recommended software modification determining benefits, impact and cost
•
Trained client’s users on the new system functionality and enchantments
•
Provided post go-alive support to the Oracle R12 instance.
Mirant Corporation
Lead System Analyst
Mar 2006 – Jul 2007
•
Rejoined Mirant Corp to lead the transition of the Oracle ERP financial support from outsource vendor to an internal Oracle ERP team.
Successfully rebuilt the internal Oracle ERP team and responsible for resource allocation, planning and deployment.
•
•
Hired and supervised a group of 3 employees/contractors local and internationals
•
Served as the Techno Functional lead within the Oracle ERP team
•
Upgraded Oracle Application suites from 11.5.9 to 11.5.10.2
•
Designed and implemented custom Self Service form embedded within Oracle ERP using the OAFramework technology.
•
Re-architect and re-deployed integration between Oracle ERP and Endur Trading system using TIBCO, to include:
•
Establish the design of the common Invoice Object
•
Establish the API protocol/adapter design
•
Post production support.
Apr 2005 – Mar 2006
Senior Principal Consultant affiliating with Dinero Solutions
Internet Security System
Atlanta - GA
•
Served as technical consultant to the world wide/global roll out of Oracle Order Management, Inventory, Install Base, and Service Contract.
•
Performed customization to Order Management workflow and Defaulting Rule.
•
Designed, developed and implement a creative integration solution between Contract Manufacturer and Oracle OM/Shipping.
Avista Corporation
Spokane - Washington
•
Initiated the design and implementation of customize solution to Oracle Procurement’s Requisition Approval Routing Workflow which extend the
standard Oracle Requisition Approval workflow with a custom “Item Category Reviewer” process. This functionality allows the company to implement
self-service requisition and to comply with the corporate standard.
•
Designed and implemented three ways integration between Oracle Contract and Oracle Requisition and Purchase Order. This functionality allows the
corporation to create Purchase Order upon contract approval and auto-create requisition that reference to a contract.
RFP # 2977-10
Page 221 of 251
SouthernLinc Wireless
Atlanta - GA
•
Upgraded Oracle OM, AR, GL, AP & FA from 11.5.7 to 11.5.10 and actively participated in testing, problem resolution and implementation.
•
Developed strategic direction for the Oracle Purchasing implementation and prototyped the designed. Presented this direction and prototype to the
Executive Management.
•
Served as Techno Functional resource to the implementation of Oracle iStore, Quoting, BOM, Configurator and iPayment. Design and implement the
following during the course of the project:
•
Service Activation queue solution
•
Deposit process integration between iStore and Oracle OM.
•
Developed, tested and implemented several improvements as part of the Fixed Asset Close Automation. This has result in reduction of closing process
by at least 3 business days.
•
Support integration between Retailink and Oracle Inventory.
Cingular Wireless
Atlanta - GA
•
Served as the business analyst to the IT project to consolidate AT&T and Cingular Oracle Application Suites
•
Worked with the end users to identify opportunity to increase efficiency to the Oracle Financial Accounting (GL, AP, AR & PA) system close cycle.
•
Served as the IT liaison between Business Users, IT Developers and IT Database Administrator
Mirant Corporation
Jan 2005 – Mar 2005
Principal Consultant – Lead Oracle ERP System Analyst
•
Worked for CSC as Principal Consultant to lead the transition of the production support of the Global Oracle Financial & Procurement
Application to the offshore team.
•
Served as the on shore coordinator to support the Global Oracle Financial & Procurement Application.
Apr 2001 – Dec 2004
Lead Oracle ERP System Analyst
•
Conducted interviews to select the best fit candidate for both internal and consulting position; mentor and train junior level staff to ensure the continuity
of the support organization; established a successful support personnel model by hiring/cross training in functional and technical skill; upward
communication to Directors.
•
Managed and supervised 2 – 5 employees/contractors.
•
Served as the technical and functional lead in upgrading, supporting and re-implementing Oracle Financial (GL, AP, AR, CE, PO) and Project Accounting
Global Single Instance with MRC.
•
Served as the Subject Matter Expert (SME) to the implementation of Oracle Order Management & Inventory module for the Jamaica business unit.
•
Lead the post implementation production support of Oracle Financial Global Single Instance and MRC.
•
Analyzed production issues / bugs and worked closely and proactively with Oracle Support to obtain / confirm the solution.
•
Lead the global consolidation and implementation of Oracle Financial and Discoverer (US, Hong Kong, Philippines).
•
Implemented and support 170 Markview Account Payables imaging workflow solution.
•
Design, implement and support the Oracle Financial TIBCO Adapter/interface.
•
Managed and lead the implementation of Hyperion Essbase solution for financial forecasting, including the integration between Oracle Financial and
Hyperion Essbase solution.
•
Served as functional analyst and lead technical developer in the integration of various trading, logistic, and work order management systems (MAXIMO)
into the Oracle Financial.
•
Lead the technical design and development of the integration of SABRIX Sales/Use Tax system into the Oracle Financial Suite.
•
Developed a creative automation solution for the Mark-To-Market accounting and Regional Gross Margin reporting.
•
Assisted the deployment of the Hotsite setup for Oracle Financial Suite and its integration with various other systems.
•
Assisted the Sarbanes Oxley 404 risk, control and procedure development and testing.
•
Assisted the development and deployment of the IT change management procedure and policy.
Apr 2000 – Apr 2001
MedAssets.com
Oracle Application Specialist
Served as the functional and technical architect as well as the implementation lead in the corporate Virtual Distributor system deployment
based on the extension of Oracle Financial (GL, AP, AR) and Oracle Supply Chain (PO, Inventory, and OE) systems.
•
Served as functional and technical architect to the Internet Invoicing and Payment functionality of the Corporate ASP Business to Business Internet
application system. The technology is based on a custom Java/J2EE application on top of Oracle Payable.
•
Assisted the implementation of Internet Procurement functionality of the Corporate ASP Internet application system. The technology is based on a
custom Java/J2EE application on to of Oracle Purchasing/SSP.
•
Developed and implemented technical database design to support the custom membership functionality of the Internet application system. This is to
further refine the Oracle Multi Organization functionality.
•
Performed custom technical extension of Oracle Purchasing Approval WF functionality.
•
Performed requirement analysis, solution design, and development of the integration between estimating/rebate systems and Oracle Receivable systems
•
Performed functional and technical production support to the Internal Oracle Financial (OM, GL, AP, PO, AR, ADI, FA) and Corporate ASP Internet
application system.
•
Lead the requirements analysis and configuration for the deployment of Oracle Financial into a newly acquired subsidiary.
•
Jan 1999 – Apr 2000
Noblestar Systems Corp.
Oracle Financial Application Consultant
Assisted clients with the implementation of Oracle Financial suite and migration from legacy system into Oracle Financial.
•
Feb 1996 – Jan 1999
PricewaterhouseCoopers Consulting
IT Consultant
• Assisted clients with Financial Application Software Selection process including the cost and benefit analysis; and Full life cycle Implementation of
Oracle Financial System.
RFP # 2977-10
Page 222 of 251
Jun 1993 - Oct 1993
T. Hiriyanto & Partners Public Accountant
Financial Auditor
• Worked in a team under direct supervision of an Audit Partner to perform an audit service for a large steel manufacturing.
1991 - 1993
STMIK Bina Nusantara
Teaching Assistant
• Taught and assisted college students in the Principle Accounting, Intermediate Accounting and Cost Accounting subjects.
SIGNIFICANT ORACLE IMPLEMENTATION PROJECTS
Sep 1999 – Mar 2000
Living.com / Shaw Furniture Galleries – Texas / North Carolina
Order Management & Receivable Technical and Functional Team Lead
• Implemented and upgraded its Oracle Application System.
• Throughout the project my role was expanded and I was assigned to perform a Business Analyst role with the following responsibilities:
•
To integrate between Web application system and ERP/Supply Chain system (Oracle Financial R 11.03).
•
To implement standard and custom system solution for Order Return, Credit Card Payment, Gift Certificate/Coupon, and Refund processing.
•
To implement credit card lockbox integration.
Mar– Aug 1999
•
•
•
•
National Fruit Product Co., Winchester – Virginia
Functional Receivable Team Lead
Migrated the AR system from Dun and Bradstreet to Oracle Receivable.
Analyzed, designed, and built integration between the legacy Order Entry system and the newly implemented Oracle Receivable
Designed retail deduction functionality within Oracle Financial.
Assisted the implementation of Oracle Payable and Purchasing modules.
Nov 1997 – Jan 1999
PT Virginia Indonesia Oil Company (VICO), Jakarta & Houston
Oracle Financial Specialist
•
Analyzed, designed, built, and implemented Oracle Financials (GL, AP, AR, and CM)
•
Converted data from legacy system into Oracle Financials
•
Developed the following interfaces:
•
Legacy Payroll system into Oracle GL and AR; and AP
•
Legacy Inventory system into Oracle GL.
•
Legacy Travel system into Oracle GL and AR
Jul 1996 - Jan 1997
•
•
•
•
•
PT Telkomsel, Jakarta
Functional Lead
Implemented Oracle GL, PO and AP modules
Performed the System Requirements Analysis & System Design
Configured the Oracle General Ledger, Purchasing, Payable and Fixed Assets
Developed and executed data conversion strategy, procedure, and programs, my role was expanded to serve as technical data conversion developer
Designed new financial and accounting operating procedures
RFP # 2977-10
Page 223 of 251
ALAN GREEN
PROFESSIONAL PROFILE
“Alan has over twenty years of experience in Finance, Accounting and Information Technology with over fifteen years experience working with Oracle
Financials applications. Alan has worked in a variety of roles including developer, systems analyst, business analyst, business relationship manager and
project manager. Alan excels at understanding complex business processes, requirements and issues and then designing and implementing automated
application solutions that provide efficiency and value to the business”
TECHNOLOGY
Product Expertise:
● Oracle General Ledger
● Oracle Accounts Receivable
● Oracle Accounts Payable
● Oracle Fixed Assets
● Oracle Projects
● Oracle Project Contracts
● PowerPlant, PowerTax
● Maximo
● Documentum
● FormScape
● Oracle Human Resources
● Oracle Self Service HR
● Oracle Approval Management
● Oracle Application Developer
● Oracle Purchasing
● Oracle System Administration
● Oracle Application Desktop Integrator
● Oracle iExpenses
● Oracle Cash Management
● Hyperion Financial Management
● Hyperion Planning (Budgeting)
● SABRIX (Tax)
● Procurement Card (BE, AmEx)
● 170 Systems
● Oracle Payroll
● Oracle Application Object Library
● Oracle Multi-Org/MRC
● Oracle Workflow Administrator
Technical Tools:
● Toad
● Oracle Applications versions 8.3, 9.4, 10.5,
10.7 NCA, 11.0.3, 11.5.5, 11.5.9
● Oracle DBMS 6.x, 7.x, 8.x, 9.x
● Oracle Application Server 1.0.2.2, 9.0.x
● Oracle Developer 2000
● Oracle Reports 2.0, 2.5, 6I
● Oracle Forms 2.3, 4.5, 6I
● Oracle Report Writer 1.1
● Oracle Discoverer 3I, 6I, 10G
● Oracle Workflow Builder 2.1, 2.5
● Oracle SQL Net 2.x, 8.x
● Apache Server
● SQL, PL/SQL, SQL Loader
● Visual Basic
● Unix Administration
● Sun Solaris and HP-UX
● UNIX shell and host scripts
● Windows NT, 2000 and XP
● Citrix
● Crystal Reports
● Opalis Report
● IDMS Cobol
● Fortran
● IBM JCL
● VM/CMS, TSO MVS
● Hyperion Essbase
● Microsoft Office products
INDUSTRY AND CLIENT HISTORY
Utilities:
Green Mountain Power, South Mississippi Electric Power Association (SMEPA), Mirant
Corporation, Southern Energy, Georgia Power
Aerospace:
Gulfstream Aerospace
Telecommunications:
CellSouth, Cingular Wireless, Cox Communications
Manufacturing:
Union Camp Corporation
LEADERSHIP
•
IT Director at Cingular Wireless
•
Department manager responsible for 12 direct report employees and $2 million annual budget
•
Practice Director at Dinero Solutions
PROJECT EXPERIENCE
Oracle Practice Director
- Dinero Solutions
January 2007 – Present
•
Project Manager for the Oracle E-Business Suite Release 12 upgrade project at Green Mountain Power in Burlington, Vt. The applications being
upgraded to R12 include Financials, Supply Chain, HRMS, OTL, and EAM. The upgrade also includes numerous custom interfaces, extensions, and
reports. Managing a team of 8 Oracle functional and technical consultants working on the upgrade in addition to the GMP IT staff and users involved in
RFP # 2977-10
Page 224 of 251
•
•
the project. Overall responsibility for planning, organizing, and directing the efforts of all resources involved in the project to deliver the project
successfully within the specified timeline and budgeted dollars. Project is due for completion in June 2009.
Project Manager for the implementation of Readsoft into the Oracle Financials Applications for Convergent Resources Inc. This is the first time Readsoft
has been implemented into an Oracle Applications environment hosted by Oracle On-Demand. The project team includes resources from CRI, Dinero
Solutions, Readsoft, and Oracle On-Demand. The roject is on track and set for completion in March 2009.
Project Manager for the Oracle E-Business Suite implementation at South Mississippi Electric Power Association (SMEPA). Managed a team of 12
Oracle functional and technical consultants to implement 24 Financials, Supply Chain, and HR / Payroll applications. This project included overall
systems design and integration, conversion of data from legacy applications, streamlining business processes across the business, and development of
numerous application extensions required by the business. Worked closely with the SMEPA Director of CIS to manage and direct project activities,
timelines, deliverables, and resources. The project was implemented on-time, on budget, and was very successful for the business. Currently working on
supporting the applications in production and transitioning support to SMEPA IT resources, tweaking integration automation with other applications, and
developing additional reports requested by the business users. Also discussing possible future projects that SMEPA may want to consider with the IT
Director.
Manager, Oracle Services Delivery - Dinero Solutions
April 2006 – December 2006
•
Oracle Services Delivery Manager for several Dinero Solutions clients in the Atlanta Metro area. Developed Responses to Requests for Proposals,
Statements of Work, and Hour and Dollar Estimates for Oracle Projects ranging from large application implementations to smaller, focused projects
including Oracle upgrades, single application implementations or add-ons, integration with other applications, customizations to Oracle applications, and
extensions to Oracle applications delivered functionality to meet strict business requirements. Continued to work with business clients and IT
management throughout the project to ensure Dinero resources and deliverables were meeting expectations, the timeline for each project was being
adhered to, and any corrective action needed was immediately taken.
•
Project Manager for the Oracle Global E-Business Suite implementation at Internet Security Systems. Came on board in the later phases of the project to
help resolve issues and ensure the go-live timeline and business requirements were met. Worked with ISS IT Management to perform a health check on
the project and implement changes needed to get back on track. The project was divided into phases with Financials and Order Mgmt going first and was
successfully implemented on-time.
IT Director - Cingular Wireless
April 2005 – December 2005
•
Lead the post-implementation support team for Oracle Financials suite of applications within Cingular Wireless.
•
Lead projects to implement new Oracle functionality with the Financials Suite and with new sites at Cingular.
•
Oversight of the development and implementation of custom enhancements requested by the business users including custom financial statements, detail
transaction reporting, and integration of Oracle Financials with 3rd Party applications.
•
Coordinated activities with the Cingular Supply Chain team for the seamless integration of the Oracle Applications within the Suite and between custom
developed “in-house” applications.
November 2004 – March 2005
Oracle Project Manager - Cox Communications
•
Oversight of the implementation and support of the Oracle Financials suite of applications for Cox in a national phased roll-out.
•
Lead projects to implement Oracle Financials release 11.5.10 applications including GL, AP, AR, FA, and PO.
•
Oversight of the development and implementation of custom enhancements requested by the business users including custom financial statements, detail
transaction reporting, and integration of Oracle Financials with 3rd Party applications.
•
Worked with the Accounting group and served as the “in-house” expert on all aspects of Oracle Financials applications including system, database, and
server administration.
Manager Financial Accounting Systems - Mirant Corporation April 2001 – November 2004
•
Participated in the PREMIR program, a $50 million program to enhance and consolidate Mirant’s global Financial Accounting Systems including Oracle
Financials GL, AP, AR, CM, Projects, Purchasing, Fixed Assets, Budgeting, Cash Flow, and Business Scorecard.
•
Lead the following: re-implementation of all Oracle Financials applications with a new global FERC based Chart of Accounts; the initial implementation
of Project Costing and Project Contracts; and consolidation of all worldwide instances of Oracle Financials into a Global Single Instance (GSI). Project
budget was $14 million. Successfully completed the project on schedule in 18 months and $2 million under budget. Managed and directed a large team
of internal and external resources to accomplish the goal.
•
Responsible for worldwide support of Mirant Financial Accounting applications including managing up to 12 direct reports and a department budget of
$2 million.
•
Responsible for performance management process, coaching, and development of team members.
•
Responsible for managing vendor relationships, customer expectations and service, and coordination of efforts of diverse IT support groups.
•
Responsible for Oracle instance strategy and software development life cycle (SDLC)
•
Responsible for patching strategy, testing the applications, scheduling and communicating upgrades and outages, and working with end users to ensure
their needs are met quickly and efficiently
Responsible for integration of other applications into Oracle Financials including but not limited to Maximo, Sabrix, GMS, Indigo, Endur, P-Card,
•
Hyperion Planning and Financial Mgmt, Documentum
•
Responsible for development and implementation of end user reporting strategy, tools, and training
May 1998 – April 2001
Manager Financial Accounting Systems - Southern Energy
•
Managed the portfolio of Accounting applications used at Southern Energy including Hyperion Enterprise and Oracle Financials suite of applications.
•
Provided functional and technical management and direction for all Accounting applications.
•
Directed several high priority projects during this timeframe including implementation of SHIPS/STARS payroll/timekeeping applications and
integration with Oracle Financials, upgrade of Oracle Financials applications to release 11i, implementation of Oracle HR and Payroll applications (due
to spinoff from Southern Co.).
•
Built a strong team of technical resources to support and enhance the Accounting applications as needed by the business.
RFP # 2977-10
Page 225 of 251
•
•
•
•
Responsible for the integration of acquired generating assets into Accounting Operations applications.
Consulted and assisted with the implementation of Oracle Financials in Europe.
Managed working relationships with Southern Company Services IR organizations to partner in areas where expertise and resources could be shared for
business advantages.
Managed relationships with external vendors that provided applications software and support services, consulting or contract programming services, and
training and development offerings needed to accomplish business initiatives.
Oracle Product Manager
- Southern Company
April 1992 – May 1998
•
Implemented and supported the Oracle Financials suite of applications for Southern Electric International (SEI).
Lead projects to implement Oracle Financials release 8.3 applications including GL, AP, AR, FA, and PO.
•
•
Developed and implemented custom enhancements requested by the business including a Construction Cost Accounting application, accounting period
close financial statements and detail transaction reporting, integration of Oracle Financials with ADP payroll application, Maximo plant maintenance
application, and several applications implemented to operate the Energy Marketing business.
•
Responsible for integration of acquired generation assets into SEI Accounting Operations applications.
•
Worked directly in Accounting Operations group and served as in-house expert on all aspects of Oracle Financials applications including system,
database, and server administration.
•
Consulted and assisted with the implementation of Oracle Financials in Hong Kong and Philippines.
Senior Developer and Business Analyst - EDP Consultants
Dec 1987 - Apr 1992
•
Key participant in the design, development, conversion, implementation, and production support of Georgia Power's Accounting, Materials, and
Procurement System (AMPS).
•
Converted data from CICS Materials Management System to IDMS/ADSO AMPS system.
•
Implemented and supported the Physical Inventory, Material Replenishment, and Construction Jobs subsystems.
•
Expert in troubleshooting and resolving data integrity errors for the entire AMPS system.
Senior Information Systems Analyst- Gulfstream Aerospace
•
•
•
June 1983 - Jan1988
Group leader of manufacturing applications programming team.
Analyzed, designed, programmed, tested, and implemented Cullinet Integrated Manufacturing System software.
Member of Strategic Technical Planning Team chartered to develop information resources procedures/guidelines, roles/responsibilities, system
development methodology, and hardware/software environment technical architecture.
CAREER HISTORY
Dinero Solutions, Duluth, GA, Practice Director
April 2006 - present
Cingular Wireless, IT Director
April 2005 – December 2005
Cox Communications, Assistant to Director of ERP Applications
November 2004 – March 2005
Mirant Corporation, Manager Financial Accounting Systems
April 2001 –November 2004
Southern Energy, Manager Financial Accounting Systems
May 1998 – April 2001
Southern Company, Oracle Product Manager
April 1992 – May 1998
EDP Consultants, Senior Developer and Business Analyst
December 1987 – April 1992
Union Camp Corporation, Supply Chain Analyst
March 1978 – September 1981
EDUCATION & SPECIALTY TRAINING
GEORGIA STATE UNIVERSITY, Atlanta, Ga. 30303, Sept. 1989 – March 1993
Graduated Cum Laude, M.B.A. Degree in Corporate Finance. Classes combined advanced business curriculum with corporate financial management
specialization
UNIVERSITY OF GEORGIA, Athens, Ga. 30605, Sept. 1981 - June 1983
Graduated Magna Cum Laude, B.B.A. Degree, Management Information Systems
Classes combined general business and computer science curriculum.
ARMSTRONG STATE COLLEGE, Savannah, Ga. 31406, Sept. 1978 - June 1981
Classes consisted of core curriculum for Business Administration majors.
Certified by APICS in Production and Inventory Management
RFP # 2977-10
Page 226 of 251
DAVID DOZIER, CPA
PROFESSIONAL PROFILE
“Mr. David Dozier is a CPA with more than fifteen years industry experience with over 5 years experience as Functional Analyst with technical skills
implementing, upgrading and supporting Oracle Financials and Projects Release 10.7, 11 and 11i. Mr. Dozier has extensive oracle application experience in
various industries including gas / electric utility, telecommunications, aerospace, retail, and information technology industries. In addition to his
implementation, upgrade and design skills, he has an extensive background in business process design and re-engineering, documentation, and training.”
TECHNOLOGY
Engagement Expertise:
● Project Management
● Software Development Lifecycle
● Applications Integration
● Business Process Design
● Data Conversion
● Applications Development
● Customization Design/Integration
Product Expertise:
● Oracle General Ledger
● Oracle Fixed Assets
● Oracle Accounts Payable
● Oracle Projects (Costing, Billing etc)
● Application Desktop Integrator
● Enterprise Planning and Budgeting
● Plant Accounting
● Oracle Purchasing
● Oracle Accounts Receivable
● Activity Management Gateway
● iExpenses
● Oracle Treasury
● Report Manager
Technical Tools:
● Oracle Financials 10.7, 11.0, 11i, 12
● FAS for Windows
● Microsoft Office Products
● Hyperion Financial Management (HFM)
● Toad (SQL / PL SQL)
● SAP
● Hyperion Enterprise
● Quickbooks Pro
INDUSTRY AND CLIENT HISTORY
Utilities:
Green Mountain Power, Mirant Corporation, Cap Rock Energy, British Columbia
Transmission Corp., Avista Utilities, Colonial Pipeline, Jamaica Public Service, South
Mississippi Electric Power Association, Bangor Hydro Electric
Telecommunications:
Cbeyond Communications, Cell South
Information Technology
Internet Security Systems
Defense
BAE
Transportation:
CSX Railroad, Bennett Trucking Group
Retail:
Chick-Fil-A
Healthcare:
NDC Healthcare
Services
Convergent Resources Inc., Allconnect Inc.
Manufacturing
Vulcan Materials Company
EMPLOYMENT
Dinero Solutions
May 2004 - Present
Senior Consultant
•
Functional Lead for E-Business Suite implementations.
•
Providing ongoing functional support for various companies, both onsite and remotely.
Mirant Corporation
Oct 2001 - May 2004
Oracle Financials and Projects Implementation Lead
•
Manage re-implementation of Oracle Financials for US, Hong Kong, and Philippines locations including GL, AP, PO, AR, and iExpenses into
a Global Single Instance working with Oracle Consulting.
RFP # 2977-10
Page 227 of 251
•
•
•
•
•
•
•
•
•
•
•
Lead implementation of new Oracle module - Project Accounting (PA) into Global Single Instance for US, Hong Kong, and Philippines
locations.
Assist in implementation of new Hyperion Financial Management software to replace Hyperion Enterprise used for consolidations and
external reporting.
Act as business stakeholder for Project Accounting Group for all key design, development, and process decisions.
Create and develop all necessary day to day, month-end, and year-end process and procedures for operation of new Oracle Projects module.
Assist Accounting group in design, development, and creation of new FERC chart of accounts based on business needs, requirements, and
future growth.
Lead re-engineering of all accounting related processes and procedures based on system design changes.
Assist in re-design and re-development of all system interfaces as a result of chart of account changes and implementation of new Oracle
Projects module.
Evaluate need for new interfaces as result of new Oracle Projects Module and assist in design and development of new interfaces.
Review and assist in reconciliation of all data conversion to the new system.
Assess all Oracle Consulting AIM documents for re-implementation project.
Provide all end-user training on all Oracle Financial and Project Applications
CBeyond Communications, Corporate Accounting Manager
August 2000 - October 2001
March 2000 – August 2000
Flooring America Inc, Corporate Accounting Manager
Intercontinental Metals Export, Controller & Director of Systems
Mirant Corporation, Senior Energy Accountant
June 1998 – March 2000
September 1994 – June 1998
PROFESSIONAL EXPERIENCE
•
Bangor-Hydro Electric Company
o
Functional Lead for the upgrade to 11i of GL, AP, AR, PO, Inventory, PA, and FA applications, including process changes and
implementation of new functionality.
o
Provide ongoing functional support for all of the Oracle Financials.
•
Green Mountain Power
o
Functional Lead for the upgrade to R12 of GL, AP, AR, PO, Inventory, PA, and FA applications, including process changes and
implementation of new functionality. Implement secondary ledger functionality to handle regulatory and external reporting requirements in
preparation for IFRS changes.
o
Implement Project Billing functionality including design, setup, testing, and process engineering.
o
Implement NACHA Electronic Payment processing.
o
Provide ongoing functional support for all of the Oracle Financials, both remotely and onsite.
•
Avista Utilities
o
Assist in implementation of 11i for GL and AP. Included testing, setup, and process engineering.
•
Cap Rock Corporation
o
Functional Lead for the implementation of GL, AP, PO, INV, PA and FA in 11i. Included the design, process engineering, and testing of all
for all applications.
•
British Columbia Transmission Company
o
Functional consultant for the implementation of PA and FA in 11i. Included the design, setup, and testing for both applications.
•
Jamaica Public Service
o
Functional Lead for the redesign of the chart of accounts structure in Oracle GL. Included the analysis and testing of scripts to update the
structure and all necessary data in various Oracle subledger applications.
•
BAE
o
Functional Lead for the implementation of FA in 11i. Included the design, process engineering, and testing for both applications, including
interfaces from handheld devices into FA for physical inventories.
•
Bennett Trucking
o
Functional consultant for 11i implementation responsible for reporting both internal and external (ADI, Drilldown, custom themes, custom
macros, training, and documentation).
•
Convergent Resources Inc
o
Functional lead for upgrade to 11i from 10.7 for GL, AP, and AR in an Oracle On-Demand environment.
o
Functional Lead for interface of invoices into Oracle AR in a hosted instance. Included the design and testing of the interface.
o
Functional / Technical Lead for implementation of Readsoft InvoiceIT software to facilitate AP invoice electronic scanning and approval.
o
Provide ongoing functional support.
RFP # 2977-10
Page 228 of 251
•
CSX Railroad
o
Financial Statement reporting support for railroad provider in Florida. Included report writing, training, and documentation.
•
Allconnect
Functional consultant for 11i implementation responsible for reporting both internal and external (ADI, Drilldown, custom themes, custom
o
macros, training, and documentation).
o
Functional lead for an interface of invoices into Oracle AR. Included the design, process engineering, and testing of the interface.
o
Provide ongoing functional support.
•
Chick-fil-A
o
Functional consultant for the implementation of PA in 11i. Included the design, setup, process engineering and testing of all application
functionality. Included the implementation of new capitalization and asset accounting functionality.
•
NDC Healthcare
o
Government Contract Project billing solution including design, setup, and testing.
o
Financial Reporting assistance using FSG / ADI functionality.
•
Colonial Pipeline
o
Functional Lead for the implementation of FA in 11i. Included the design, coding and testing of all conversions, interfaces, extensions and
reports for the application, and the design, setup and testing of all application functionality. Included the implementation of new asset
accounting functionality.
•
Internet Security Systems
o
Functional consultant for the implementation of Oracle Applications 11i. Included functional design work to support multiple GL books,
multiple Operating Units, multiple languages and multiple currencies for divisions of the company in North America, South America, Europe,
Asia and Australia.
•
South Mississippi Electric Power
o
Functional Lead for the implementation of GL, AP, iExpenses, AR, CM, EPB, Treasury, PA and FA in 11i. Included the design, setup,
process engineering, reporting, and testing for all applications. Included interfaces to external applications, such as Maximo work
management system.
•
Cellular South
o
Functional Lead for support of the Oracle Applications 11i.
o
Functional Lead for iExpense implementation including credit card interface.
•
Vulcan Materials
o
Functional Lead for the implementation of PA and FA in 11i. Included the design, setup, process engineering, and testing for the applications.
Included the implementation of new capitalization and asset accounting functionality and integration with Enterprise Asset Management.
o
Provide consulting support for other oracle financial applications (GL, AP, AR, PO, Inventory).
EDUCATION & SPECIALTY TRAINING
Georgia State University, B.B.A., Accounting (GPA 3.72)
Certified Public Accountant – Georgia
American Institute of Certified Public Accountants
Georgia Society of Certified Public Accountants
Certified Internal Quality Auditor (ISO 9000)
RFP # 2977-10
Page 229 of 251
JEFFREY C. MACDONALD
SUMMARY OF QUALIFICATIONS
Functional Financial Analyst specializing in the design and implementation of PeopleSoft Project Cost, Contracts and Grants Management. Most recent
experience involves the implementation 9.0 PeopleSoft Project Cost and Grants.
PEOPLESOFT EXPERIENCE
IBM (Albany, NY) Sep. 2009 – Present
I am serving as the Functional Lead for a statewide agency implementation of 9.0 Project Costing and Grants. Primary responsibilities include the gathering
and assessment of requirements, design of the Projects/Grants system, and preparation of a to-be prototype and delivery of several pilot sessions to the User
community. Additional roles include the design of Commitment Control using the Project field as a Control Chartfield. Commitment Control functions
included the creation of Funding Source allocations that were designed to coincide with Fund Distributions in Project Cost. Project Cost Budgeting was
achieved through either Budget Journals in Commitment Control for non-Grants related Projects or directly to the Project in Grants for Grants related Projects.
The implementation involves the coordination with several Project Cost touch points including: Purchasing, Accounts Payable, General Ledger, Contracts,
Grants, Billing and Accounts Receivable.
BearingPoint (Tysons Corner, Virginia) Aug. 2008 – Mar. 2009
I am currently involved in the continued support and enhancement of BearingPoint’s 8.4 Project Cost/Contracts system. Functions include production support,
enhancements, report development, query development, training material development and sundry configuration requests to the existing Projects system. Other
tasks include the identification and remedy of Project/Contract hierarchy setup issues, including the development and testing of scripts to correct for erroneous
data entered in the system. I also have provided ongoing training to the Contract Analyst group with regards to Project/Contract setup.
Harris Corp. (Melbourne, FL) Mar. 2008 – Aug. 2008
I served as the Functional Lead for a Project Cost 9.0 implementation. The main responsibilities of the position focused on the design and build of a Project
system that was complemented with a Contracts system that was being implemented simultaneously. Key responsibilities also included the preparation and
execution of test scripts and reconciliation of Projects to the other financial modules. Extensive testing of rate setup and the Pricing Engine execution were
performed; including the testing of variance pricing.
BearingPoint (Tysons Corner, Virginia) Jun. 2005 – Feb. 2008
I was involved in the continued support and enhancement of BearingPoint’s 8.4 Project Cost/Contracts system. Functions include production support,
enhancements, report development, query development, training material development and sundry configuration requests to the existing Projects system. Other
tasks include the identification and remedy of Project/Contract hierarchy setup issues, including the development and testing of scripts to correct for erroneous
data entered in the system. I also have provided ongoing training to the Contract Analyst group with regards to Project/Contract setup.
Accenture - FDIC (Washington, DC) Mar. 2004 – May 2005
I served as the Functional Lead for a Project Cost 8.4 implementation. The focus of the position is primarily around design, build, preparation and execution of
test scripts. Touch points of Projects include PO, AP, AM, GL and T&L. Additional functions of the position include the preparation of detailed reporting
specifications and the preparation of end user training materials.
Nextel (Reston, Virginia) Feb. 2003 – Feb. 2004
Served as the Functional Projects Lead on an initial implementation of PeopleSoft Projects 8.4. The assignment includes the implementation of best business
practices, design, configuration, testing and training. Focus on touch points between Projects, PO, AP, T&L, AM, GL and external interfaces.
Duke Fluor Daniel (Charlotte, North Carolina) Aug. 2002 – Jan. 2003
Served as the Functional Projects Lead on an initial implementation of PeopleSoft Projects 8.4. The assignment included the definition of best business
practices, design, configuration, testing and training. Focus was placed on the touch points between Projects, Accounts Payable, Purchasing, Contracts, Billing,
Accounts Receivable, General Ledger and external interfaces.
Quintiles (Durham, North Carolina) Mar. 2002 – Aug. 2002
Served as the Functional Projects Lead on an upgrade assignment. The assignment included both design and build of PeopleSoft Projects. Other duties
included testing and User training.
USinternetworking, Inc. (Annapolis, Maryland) Mar. 2001 – Feb. 2002
I served as the Functional Projects Lead for the upgrade from version 7.5 to 8.0 Projects. The engagement required a total re-design of Projects as well as
defining Projects’ integration with the new PS Contracts module. Extensive work performed on the touch points between Projects and Asset Management. The
RFP # 2977-10
Page 230 of 251
job went from defining the initial project scope, detailed design, configuration, training through production support.
Sierra Pacific (Las Vegas/Reno, Nevada) Jul. 2000 – Mar. 2001
I served as functional team lead to Sierra’s PeopleSoft Projects. Responsibilities include, but not limited to production support for the Projects User
community. Worked on the enhancement of delivered Application Engine processes to meet Sierra’s detailed business requirements. Other tasks included: the
development and testing of new Project based reports, the design and testing of Project based queries, the design and configuration (SQA Robot) of a New
Business Unit (merger related) and the formal training of Sierra’s Project Users.
EPRI (Palo Alto, California) Dec. 1999 - Jul. 2000
I served as team lead for EPRI’s Phase II Projects (Version 7.5) enhancement effort. Involved in assessing Phase I use of Projects and defining Phase II
requirements. Responsibilities included the detailed testing of Order Lines passed from PeopleSoft Order Management to Projects. Duties included the
development of several new processes within Projects, along with related records, panels and reports to support EPRI’s Funding Management and Revenue
Recognition requirements.
Insignia (Greenville, South Carolina) Apr. 1999 - Oct. 1999
I served as the project lead for Insignia’s design and implementation of PeopleSoft Projects (Version 7.5). Duties included the design of a “bolt-on” piece to
Projects to support Insignia’s brokerage accounting requirements. Design included the construction of a working prototype that included a new set of panels
and record definitions. The prototype was presented to the extreme upper levels of management at Insignia and received very positive acceptance. In addition,
met with users to determine how delivered PeopleSoft Projects could be used to more effectively manage the tracking of Insignia’s lease build-out charges.
Prepared both conceptual and detailed design documents.
Allied Van Lines (Chicago, Illinois) Jul. 1998 - Apr. 1999
I served as the project lead for Allied's design and implementation of PeopleSoft General Ledger (Version 7.5). I was involved in conducting a series of fit-gap
analysis sessions with system users to determine optimal use of delivered software as well as any required customizations. Duties included the mapping of
client's existing financial structure into PeopleSoft's use of Business Units and ChartFields. Prepared a preliminary Scope Document that served as a guideline
for future prototyping (fit-gap) sessions.
WinStar (Tysons Corner, Virginia) Oct. 1997 - Jul. 1998
I served as the project lead for WinStar's design and implementation of PeopleSoft General Ledger (Version 6.0). Duties included the conducting of a series of
fit-gap analysis sessions with users to determine required customizations as well as optimal use of the delivered PeopleSoft functionality. Duties included the
determination of ChartField values and Business Unit structure. Subsequently spent four months in the capacity of General Ledger production support.
United Space Alliance (Titusville, Florida) June 1997 - Oct. 1997
I served as the project lead for USA's design and implementation of PeopleSoft Projects. Lead fit-gap analysis sessions, which addressed both USA's internal
project requirements as well as NASA, predicated reporting requirements. Specific challenges included the blending of two sets of corporate requirements;
those of USA Houston with those of USA Florida.
Litton Amecom (College Park, MD) Mar. 1997 - Jun 1997
I served as project lead for Litton Amecom's implementation of PeopleSoft General Ledger. Activities included prototyping sessions with a representative
group of functional users as well as designing a conversion strategy for the conversion of legacy data.
QUALCOMM (San Diego, California) Nov. 1996 - Mar. 1997)
I served as the project lead for QUALCOMM's implementation of PeopleSoft Projects for several QUALCOMM entities. Experience included direct
involvement in the determination of the optimal Business Unit structure for QUALCOMM in terms of Projects and General Ledger. Conducted prototyping
sessions with representatives from QUALCOMM and its related subsidiaries to determine specific requirements and how the PeopleSoft can be optimally used
to achieve such.
GTSI (Chantilly, Virginia) Aug. 1996 - Nov. 1996
I served as the project lead for the design and implementation of PeopleSoft Projects at GTSI. The rapid implementation focused on using Projects in a strictly
"vanilla" format, without any customization.
Microcell (Montreal, Canada) Mar. 1996 - Jul. 1996
I served as the project lead for the design and implementation of PeopleSoft Project Cost. Conducted a series of prototyping sessions with the functional users
to determine how the delivered PeopleSoft functionality can be best used to meet Microcell's requirements.
EDUCATION
UNIVERSITY OF MARYLAND, College Park, MD
Bachelor of Science, Accounting
RFP # 2977-10
Page 231 of 251
KARUNAKARAN JAYARAMAN (JK)
Summary
A results-driven, high-energy, senior information technology professional with over 20 years experience. Experience includes 17 years of Oracle environment
with 12 years in Oracle Applications. Industry experience includes manufacturing, distribution, supply chain and finance in business lines such as Chemical,
Jewelry, Bakery, DotCom, Retail, Warehouse and Distribution and Shipping Line.
Developed, implemented, and managed:
Offshore Delivery Center
•
Application Outsourcing
•
Business and Technology strategies
•
•
Technical architectures and infrastructures
•
Technology and business operational areas
•
System development and integration projects
Business Process Improvement projects
•
Custom solutions
•
Oracle Application Modules
♦
♦
♦
♦
♦
♦
Order Management
WMS
Bills of Material
MRP
Accounts Receivable
EAM
♦
♦
♦
♦
♦
♦
Shipping
Configurator
Work in Process
ASCP
Accounts Payable
Field Services
♦
♦
♦
♦
♦
♦
Advance Pricing
Oracle Costing
Quality
Purchasing
General Ledger
Install Base
♦
♦
♦
♦
♦
Project Planning/Budgeting
Process Improvement
IT Operations Management
IT Strategy and Execution
Pre-Sales Activity
♦
♦
♦
♦
♦
Application Development
Systems Implementation
Business Process Re-engineering
Risk and Operational Assessment
Team Building and Leadership
♦
♦
♦
MS Office Products
Discoverer
PL/SQL
♦
♦
AIM (Methodology)
SQL*Plus
Leading Abilities
♦
♦
♦
♦
♦
Program Management
Account Management
Project Management
Resource Management
Offshore Management
Other Abilities
♦
♦
♦
MS Project
Workflow Builder
OCD
EDUCATION, Training and Certification
•
•
•
•
Masters Degree in Commerce and Business (M.Com) from Bharathi Dasan University, 1988
Masters Certificate in Oracle Applications in 1998 by Oracle Corporation
Successful completion of “Leadership” workshop provided by Oracle Corporation in 1999
Successful completion of “Project Managers” workshop by Oracle Corporation in 2001.
RFP # 2977-10
Page 232 of 251
Project Detail
1. PMC Biogenix (PMC Group) / Chemical Manufacturing
Modules
EAM and Oracle Advance Collection
Version
11.5.10
Period
Jun–08 to Aug-08
Role
Project/Functional Lead / Business Analyst
Team Size
Off Shore – 3 Resources
Job Profile
•
Implemented EAM and Oracle Advance Collections
•
Created and maintained project plans.
•
Maintained Project budget and profitability Sheet.
•
Conducted Periodic status meeting with Off-shore and On-site teams.
•
Presented Status update to client’s senior management in steering committee meetings.
•
Coordinated between Off-shore and On-shore team members.
•
Mentored on-site and off-shore team
•
Maintained change control process
2. PMC Biogenix (PMC Group) / Chemical Manufacturing
(SAP to Oracle Conversion)
GL, AR, AP, OM, WSH, QP, INV, BOM, WIP and custom QA&COA
Modules
11.5.9
Version
Jan–08 to May-08
Period
Project/Functional Lead / Business Analyst
Role
Team Size
On-Site – 2 Resources
Off Shore – 10 Resources
Job Profile
•
Successfully converted SAP to Oracle Application 11i in 90 days.
•
Implemented Oracle 11i Suite INV & Costing
•
Lead Distribution and Supply chain modules.
•
Designed and delivered custom QA & COA (Certificate of Analysis) modules fully integrated with Oracle Applications
developed offshore.
•
Conducted Periodic status meeting with Off-shore and On-site teams.
•
Presented Status update to client’s senior management in steering committee meetings.
•
Created BR100 and setup INV and Costing modules
3. Stuller Settings / Jewelry Manufacturing
Modules
OM, AR, Shipping, Pricing and Custom WMS
Version
11.5.10
Period
Jan–06 to Apr-08
Role
Business Analyst and Architect
Team Size
On-Site – 8 Resources (Stuller’s Team)
Off Shore – 8 Resources
Job Profile
•
Designed and delivered custom WMS module based on Workflow fully integrated with Oracle Applications Order
Management, Shipping and Configrator modules.
•
Designed and delivered workflow customizations in Order Management to work with custom WMS module by passing
shipping module.
•
Created and maintained project plan and Instance plan.
•
Created and Tracked Issue log for implementation.
•
Conducted Periodic status meeting with Off-shore and On-site teams.
•
Presented Periodic status reporting to steering committee and senior management.
•
Mentored on-site and off-shore team.
•
Maintained change control process.
4. Life Fitness / (Fitness Equipment Manufacturing)
Modules
AR, OM, WSH, Oracle Field Service, Service Contract, Preventive Maintenance (MRO), Install Base and Shipping Server
Integration
Version
11.5.8
Period
Mar–05 to Dec-05
Role
Project Lead / OM & Install Base consultant
Team Size
On-Site – 4 Resources
Job Profile
•
Configured OM setups that are required to integrate Oracle Field Service module.
•
Implemented Oracle CRM module Install Base
•
Delivered solutions for various CRM modules
•
Integrated shipping with a third party vendor for connecting to different careers.
•
Designed and tested all loaded Open Install base items.
•
Conducted periodic status meeting and reporting same to Project Manager
•
Mentored and assisted team members on their tasks.
•
Maintained change control process
RFP # 2977-10
Page 233 of 251
5. Stuller Settings / Jewelry Manufacturing
Modules
AR, OM, QP, CZ, WSH
Version
11.5.8
Period
Apr–02 to Jan-05
Role
Architect / Business Analyst Distribution modules
On-Site – 14 Resources
Team Size
Off-Shore – 8 Resources
Job Profile
•
Implemented INV, Costing, OM, WSH & QP modules
•
Configured Advance pricing to work with extremely complex pricing that is very dynamic (Pricing based on
gold/silver/platinum market prices).
•
Configured pricing module to work with an enhancement that helps sales consultants to do “Up Sale” during order
entry process
•
Configured Order Management for a very high volume daily shipments
•
Responsible for Integrating Home grown COBOL WMS system with Configrator, Order Management, Shipping and
Accounts Receivable modules.
•
Designed, enhancement to Order Line workflow for handling consignment inventory shipped to customers.
•
Designed defaulting of pricing Attributes based on various parameters through an extensive enhancement.
•
Defined custom constraints and defaulting rules in Order Management using dynamic database functions.
•
Configured a custom form that is integrated with Order Management for users to connect to Shipping server to quote
shipping and Handling Charges while entering orders.
•
Provided Post production functional and technical support for all enhancements and modules implemented.
•
Mentored and assisted team members on their tasks.
6. PMC Crystal (PMC Group) / Chemical Manufacturing
Modules
GL, AR, AP, Cash Management PO, OM, WSH, QP, INV, BOM, WIP
Version
11.5.9
Period
Sep–04 to Oct-04
Project Lead / Business Analyst Inventory & Costing
Role
On-Site – 1 Resource
Team Size
Off Site – 4 Resources
Job Profile
•
Implemented Oracle Applications INV and Costing modules
•
Created and maintained project plans.
•
Conducted Periodic status meeting with team members.
•
Provided Status update to client’s senior management in steering committee meetings.
•
Created BR100 and setup INV and Costing modules
7. PMC Lenco (PMC Group) / Chemical Manufacturing
Modules
GL, AR, AP, Cash Management, PO, OM, WSH, QP, INV, BOM, WIP
Version
11.5.9
Period
Jan–04 to Feb-04
Role
Project Lead / Business Analyst Manufacturing modules
Team Size
On-Site – 1 Resource
Off Site – 4 Resources
Job Profile
•
Implemented Oracle Applications BOM, WIP & INV modules
•
Created and maintained project plans.
•
Maintained Project budget and profitability Sheet.
•
Conducted Periodic status meeting with team members.
•
Provided Status update to client’s senior management in steering committee meetings.
•
Maintained change control process
•
Created BR100 for INV, BOM, WIP modules
•
Setup INV, BOM and WIP modules
8. Retriever Payment Systems / Credit Card Processing
Modules
AR, Sales Compensation, PO and OM
Version
11.5.5
Period
Nov–01 to Mar-02
Role
Lead / Developer
Team Size
On-Site – 12 Resources
Job Profile
•
Developed and delivered custom data collector for Sales Compensation.
•
Developed and delivered Automatic PO receipts for drop-ship Sales Orders using ASN (Advance Shipment Notice).
•
Performed Code Review of all programs written by technical team.
•
Mentored and assisted other team members where required
•
Maintained change control process.
•
Assisted other team members in different interfaces and APIs
•
Compiled all status report for team lead / project manager.
9. Kirby Marine / Marine & Rail Engine Manufacturing
Modules
Costing, OM and AR
RFP # 2977-10
Page 234 of 251
Version
Period
Role
Team Size
Job Profile
11.5.3
Aug–01 to Oct-01
Analyst
On-Site – 3 Resources
•
Developed and delivered Standard Cost loading process.
•
Developed and delivered Open Credit Memos loading process
•
Developed and delivered Automate RMA creation for Core products.
10. Pizza Hut (Pilot Project) / Retail
Modules
OM, CZ, Oracle Scripting, Costing and QP
Version
11.5.3
Period
May–01 to Jul-01
Role
Team Lead
Team Size
On-Site – 5 Resources
Job Profile
•
Customized Order Management Sales Order Entry Screen to work with Oracle Scripting.
•
Designed solution for CIO (Configurator Interface Object) to work within Oracle Scripting.
•
Performed Application tuning for Order Management, Configurator and Pricing to work effectively with IVR (Interactive
Voice Response) system.
11. Efficient Network / Electronic Manufacturing
Modules
AR,AP,PO,OM and FA
Version
11.5.3
Mar–01 to Apr-01
Period
Team Lead / Business Analyst
Role
On-Site – 3 Resources
Team Size
Job Profile
•
Provided a road map for merging two different Operating Units in to single operating unit.
•
Assisted and Mentor Client’s resources on developing the solution mentioned above.
•
Provided Periodic status update to client’s project manager.
12. Bimbo Bakery / Food Products Manufacturing (Breads, Buns, etc.)
(SAP to Oracle Conversion)
Modules
GL, AR,AP,PO,OM, INV, BOM, WIP, HR and PAY
Version
11.5.3
Period
Apr–00 to Feb-01
Role
Team Lead
Team Size
On-Site – 21 Resources
Job Profile
•
Provided solution to integrate Route Management System with MRP, OM, INV and AR.
•
Coordinated with third party vendor to integrate Oracle Applications with ‘Route Management System’.
•
Created and maintained project plan.
•
Formed an on-site team.
•
Conducted Periodic status meeting with technical team.
•
Provided Periodic status reporting to third party vendor who was managing the project.
•
Mentored and motivated the technical team.
•
Maintained change control process.
13. Onvia.com / B to B Service provider
Modules
GL, AR,AP,PO
Version
11.5.3
Period
Jan–00 to Mar-00
Role
Analyst
Team Size
On-Site –2 Resources
Job Profile
•
Provided solution to integrate Onvia.com web portal with Oracle Applications for following process:
¾ Created / updated Customers
¾ Created / updated Accounts Receivables
¾ Created / updated Accounts Payables
14. Security Leasing Partner / Financing
Modules
GL, AR,AP,PO, OM
Version
11.5.3
Period
Jul–99 to Nov-99
Role
Co-Lead / Analyst
Team Size
On-Site – 8 Resources
Job Profile
•
Enhanced AR Transaction screen to handle automatic profile change (GL CCID change). GL CCID dynamic creation
and assign to proper segment rollups when required.
•
Designed Custom Statement and Dunning Letters
•
Developed Customer with Address, Contact, Bank A/C, and etc Load.
•
Developed AR Open Invoice loading process
RFP # 2977-10
Page 235 of 251
•
•
Provided Post production functional and technical support of all modules implemented.
Assisted other team members with APIs they may need help on
15. Living.com / B to C (Online Furniture selling)
Modules
GL, AR,AP,PO, OM
Version
11.5.3
Period
Apr–99 to Jun-99
Role
Analyst
Team Size
On-Site – 4 Resources
Job Profile
•
Provided solution to integrate Onvia.com web portal with Oracle Applications for following process:
¾ Created / updated Customers
¾ Created / updated Accounts Receivables
16. Great Lakes Higher Education/ Student Financing
Modules
GL, AR,AP,PO, OM
Version
11.5.3
Period
Jul–98 to Mar-99
Role
Team Lead / Analyst
Team Size
On-Site – 5 Resources
Job Profile
•
Customized Account Generator workflow to handle requirement on Expense Vs Capital Pos.
•
Integrated Oracle Applications with home grown Mainframe systems. Developed following interfaces that periodically
synchronize two systems:
¾ AR Invoice
¾ AP Invoice
¾ GL Transactions
•
Designed and assisted other team members in Customer, Vendor, GL CCID, etc.
•
Provided Post Production Functional and Technical Support on above mentioned modules.
17. AAR Cooper / Boing Parts Manufacturing and Distribution
Modules
GL, AR,AP,PO, OE, INV,
Version
10.7 NCA
Period
May–98 to Jun-98
Role
Analyst
Team Size
On-Site – 11 Resources
Job Profile
•
Developed loading process for following :
¾ Inventory Item
¾ Item Cross Reference
¾ Item Categories
¾ Price List
¾ Item Opening Stock
¾ Item Cost
RFP # 2977-10
Page 236 of 251
Scott M Singer
PROFESSIONAL PROFILE
Mr. Singer is a business professional with over 11 years of technical and functional consulting experience. This includes a wide range of consulting
engagements for multiple industries. Skills include solutions architecture, Oracle Applications, and broad experience with Oracle tools and technology.
TECHNOLOGY
Skills:
● Project Management
● Requirements Definition
● Technical Architect
● Business Analyst
● Solution Design
● Software Development
Product Expertise:
● Oracle Human Resources
● Oracle Payroll
● Oracle Discoverer (User & Administration)
● Oracle Payables
● Oracle Projects
● Oracle Supply Chain
● Oracle Application System Administration
● Oracle Workflow
● Oracle Business Intelligence
● Oracle Fixed Assets
● Oracle General Ledger
● Oracle Inventory
Technical Tools:
● SQL
● PL SQL
● Toad
● Unix
● Toad
● MicroSoft Office, MS Project
● Visio
● Windows
● Red Hat Linux
● Windows
INDUSTRY AND CLIENT HISTORY
Banking:
Friedman, Billings & Ramsey
Telecom:
Cellular South, Cingular Wireless
Retail:
Chick-Fil-A
Transportation:
Bennett International Group
Utilities:
Indianapolis Power & Light, Avista Utilities, South Mississippi Electric Power Association, Dayton Power
& Light, Citizens Energy Group, Green Mountain Power, Mirant, Consolidated Natural Gas, CMS Energy
RFP # 2977-10
Page 237 of 251
PROJECT EXPERIENCE
CellularSouth - Sr. Oracle Financials Consultant
Feb. 2008 – Present
Technical and Functional Oracle Financials project team member to resolve Oracle Financials (11.5.10.2) application issues at a wireless telephone
provider. The previous implementation partner was removed and our task was to resolve and fix application issues caused by poor and inadequate
implementation decisions. Key responsibilities:
•
Designed, wrote, and tested a program to create an ACH (Automated Clearing House) payment file for submission to the bank.
•
Designed, wrote, and tested a program to attach documents to the delivered Purchase Order email transmission to external suppliers.
•
Designed, wrote, and tested Discoverer reports to handle reporting gaps in the delivered software. This required the development of database
views, PL/SQL functions, and Discoverer End User Layer (EUL)
Southern Mississippi Electrical Power Association
Sept. 2007 - Present
Technical and Functional Oracle Financials project team member to implement Oracle Financials and HR/Payroll Applications (11.5.10.2) at a non-profit
electric cooperative. Key responsibilities:
•
Designed, wrote, and tested conversion of legacy project accounting and general ledger transactions.
•
Designed, wrote, and tested software extensions to Oracle Projects. These extensions included intelligent project numbering, work management
integration using AMG (Activity Management Gateway), and capital expenditure processing.
•
Designed, wrote, and tested Discoverer reports to handle reporting gaps in the delivered software. This required the development of database
views, PL/SQL functions, and Discoverer End User Layer (EUL).
Citizens Energy Group
June 2006 – May 2007
Reporting Lead for a project to implement Oracle Financials and HR/Payroll Applications (11.5.10.2) at a Midwest charitable gas utility trust. Reporting
team lead to handle all the regulatory and financial reporting requirements using Oracle Discover Administration and User Edition Tools (10g). Key
responsibilities:
•
Designed, wrote, and tested database views and functions to develop a reporting End User Layer (EUL)
•
Developed and delivered training materials to the Discoverer user community.
•
Developed, designed and wrote over 75 Discoverer reports to handle the unique reporting requirements of the utility.
Friedman, Billings & Ramsey
Aug. 2005 – Aug 2008
Technical Lead for a project to implement Oracle Financials and HR/Payroll Applications (11.5.10.2) at an investment banking firm. Key responsibilities:
•
Designed, wrote, and tested conversion of legacy suppliers, invoices, fixed assets and general ledger transactions.
•
Coordinated the tasks and communications between client resources and the bank to enable ACH and reconciliation automation for Oracle
Payables.
•
Provided ongoing functional and technical support for the implementation.
•
Designed, wrote, and tested several integration points to third party systems. One of these systems included a data warehouse – Ipartners.
Bennett International Group
June 2005 – June 2007
Technical and Reporting Lead for a project to implement Oracle Financials at a transportation firm. Key responsibilities:
•
Designed, wrote, and tested database views to be utilized in Oracle Discoverer.
•
Created an End User Layer to be utilized by the user community to create ad hoc queries.
•
Created numerous Discoverer reports to handle the company’s unique receivable aging requirements.
•
Designed, wrote, and tested custom print streams to Optio for invoice printing.
Dayton Power & Light
Mar. 2005 – Oct. 2005
Technical Lead for a project to upgrade Oracle Financial and Supply Chain Applications. Key responsibilities:
•
Designed, wrote, and tested conversion of Oracle Projects and Oracle Assets consulting solution to Oracle Financials (11.5.10.2).
•
Developed an End User Layer in Oracle Discover to fulfill reporting needs.
•
Provided general Oracle Applications functionality support
Avista Utilities
Dec 2003 – Present
Project Lead for a project to implement the Oracle Financial and Supply Chain Applications (11.5.9) at a utility in the Northwest. Key responsibilities:
•
Designed, wrote, and tested several client extensions.
•
Configured Oracle Workflow to enable Account Generator.
•
Requirements definition and documentation.
•
Translating requirements into an effective application and technical design.
•
Educating the client about application functionality.
•
Responsible for the successful implementation of Oracle Projects and Assets modules.
Cingular Wireless
Mar. 2003 – Nov. 2003
Project Lead for a project to re-implement the Oracle Financial and Supply Chain Applications for a large wireless telecommunications company. Key
responsibilities:
•
Lead the client team in the implementation of Oracle Projects.
•
Configured Oracle Workflow to enable Account Generator.
•
Coordinating on-site client and consulting resources with remote developers
RFP # 2977-10
Page 238 of 251
Mirant Energy
Oct. 2001 – Feb. 2003
International Project Lead for a project to re-implement the Oracle Financial and Supply Chain Applications for a global client who is one of the world’s
leading competitive energy providers. Key responsibilities:
Designed, wrote, and tested several integration points to third party systems. These systems included Maximo, PowerPlant, Payroll, and P-Card
•
Systems.
•
Designed and implemented the global, multi-org, multiple sets of books hierarchy
BellSouth
Feb. 2000 – Sep. 2001
Project Lead for a project to incorporate new functionality into the Oracle Network Logistics application module for a large telecommunications company.
Key responsibilities:
•
Coordinated tasks and communications between client resources, Oracle Development, and four consulting firms.
•
Provided functional and technical designs for Oracle Assets, Oracle Projects, Oracle Inventory, and Oracle Purchasing work.
•
Tested application designs that enhanced the base Oracle Applications functionality.
Indianapolis Power & Light
Mar. 1999 – Jan. 2000
Project Lead for a project to implement utility industry specific extensions to the Oracle Projects and Oracle Assets modules for a mid size electric utility.
Key responsibilities:
•
Designed, wrote, and tested several integration points to third party systems. These systems included Acufile and Logica work management.
•
Translating requirements into an effective application and technical design.
•
Installation and configuration of Oracle technology
Consolidated Natural Gas
Oct. 1997 – Feb. 1999
Project Lead for a project to implement utility industry specific extensions to the Oracle Projects and Oracle Assets modules for a large Eastern utility. Key
responsibilities:
•
Managed a complex change control and issue resolution process.
•
Managed TAR creation and resolution process.
•
Provided ongoing functional and technical support for the implementation
Other roles & Projects:
•
Subject matter expert to a Midwest utility on the implementation of Fixed Assets for a public utility.
•
Subject matter expert to Oracle Development for utility specific functionality.
•
Quality Assurance expert providing testing to Oracle Development.
PRESENTATIONS & PUBLICATIONS
Oracle XML for Payroll, OHUG Meeting
Sep. 2008
CAREER HISTORY
Dinero Solutions, Duluth, GA, Oracle Financials (Technical/Functional) Consultant
2005 - present
Dilenea (Technical/Functional) Sr. Consultant
2003 - 2005
Oracle Corporation (Technical/Functional) Sr. Consultant
1997 - 2003
EDUCATION & SPECIALTY TRAINING
Indiana University, B.S., Accounting, Bloomington, Indiana, May 1997
RFP # 2977-10
Page 239 of 251
Srinivas
Summary
Over sixteen years of PeopleSoft Financials, SCM, ESA, Projects & Contracts (v2.0 – v9.0) experience. Projects involve both solid functional and
technical skills. Skilled in all facets of the full life cycle support, including FitGap analysis, conversion, design, implementation, testing, documentation,
production support and enhancements, and upgrades. Proven ability to manage resource allocation, successfully interact with colleagues and clients and
ensure the on-time/within cost completion of both individual tasks and the overall project. In addition, job experience includes over fifteen years of
Engineering and Logistics experience in Hardware and Software Configuration Management as well as Quality Assurance for Department of Defense
and commercial systems.
•
PeopleSoft Finance/Accounting, Supply Chain Management Systems Courses: General Ledger, Accounts Payables/Procurement, Accounts
Receivables, Projects (Project Costing), Billing, Contract (Management), Inventory, Order Management, Asset Management, Expense and
Engineering.
SKILLS
Peoplesoft Packages:
Financials, Distribution, and Projects (Costing): v2.2, v3.0, v5.X, v6.0, v7.0, v7.5, v8.17, v8.8, v8.9, v9.0: General Ledger, Multi-Currency, Commitment
Control, Cash Management, VAT (Value Added Tax), Payables, Travel & Expense, Engineering, Receivables, Billing, Program Management, Project
Costing, Grants, Contracts, Resource Management, Asset Management, eProcurement, Purchasing, Order Management, Inventory, Front Office and
Query Manager.
MILITARY EXPERIENCE
Department of the Army - 1982 – 1991
Ordnance & Logistics Officer
•
•
•
•
Maintenance & Material Management,
Product Testing & Support,
Executive Officer,
Secretary Officer’s Association.
Department of the Navy – 1991 – 1993
Configuration Management Manager
EXPERIENCE
Confidential
Sr. PeopleSoft Consultant/Project Lead
September 09 – Present
PeopleSoft Financials– v8.8: PeopleSoft Billing and Accounts Receivable Implementation for Cincinnati Children’s.
Responsibilities:
•
Lead the PeopleSoft Billing and Accounts Receivable Implementation. The implementation utilized Adobe Flex open source framework as a front
end processor. Additional responsibilities included:
•
Working with the team to create the Project Plan.
•
Conducting Fit/Gap and Requirements gathering for both modules.
•
Creating Configuration and Functional Design Documents.
•
Configuring the system with the required setup to meet requirements.
•
Worked with both the Client and Technical users to help understand requirements or limitations of the system.
•
Creating the Conference Room Pilot for User Acceptance Testing.
•
Creating a Cutover Plan for Deployment.
•
Assist with creating Automated Test Scripts.
RFP # 2977-10
Page 240 of 251
Client
Sr. PeopleSoft Consultant
September 08 – September 09
PeopleSoft Financials & Distribution– v8.9: PeopleSoft Grants, Contracts, Projects, Program Management, Billing and Accounts Receivable
Implementation for Kentucky State Government and Implemented Asset Management for The Napa County Government.
Responsibilities:
•
Assisted the configuration and setup of Grants, Contracts, Program Management, Projects, Billing and Accounts Receivables.
•
Assisted with creating and updating the design documents.
•
Wrote and Validated UPK Test Scripts & Scenarios.
•
Tested and fixed various Application issues.
•
Lead Unit and Integration Testing - Validating the detailed requirements as set forth in each design document.
•
Assisted in the creation of new business processes.
•
Designed various allocation processes to move data from GL to PC and PC to PC.
•
•
•
•
Assisted with the setting up and testing of Workflow and Security.
Setup and Tested Workflow for Grants, Projects, Program Management and Contracts.
Created a Project Costing Training Manual and trained users.
Implemented Asset Management.
Consulting Firm
Sr. Business Systems Analyst
April 08 – July 08
PeopleSoft Financials & Distribution– v9.0: PeopleSoft Accounts Receivable and Billing Upgrade from PeopleSoft v.7.02, Production Support for v.
8.4 Project Costing, Resource Management and Contracts
Responsibilities:
•
Created Functional Specifications for the Billing and AR Upgrade from PeopleSoft v.7.02 Internal project.
o
Designed the dataflow from the Front Office system into PeopleSoft to determine the changes to the Customized Invoices.
ƒ
Created new XML Publisher Invoices.
ƒ
Designed an online Invoicing System via Worksheet for Invoices that changed often.
ƒ
Incorporated Credit Card functionality into the Preprocess and Finalization jobs.
ƒ
Assisted the company in changing their Payment and Maintenance Unpost processes by utilizing some of the newly delivered
functions within v.9.0.
ƒ
Created new reports and queries needed by the Collection Department.
ƒ
Incorporated On-Demand processing for the whole team.
•
Worked with Production support Issues for the highly customized Project Costing, Resource Management and Contract environments.
o
Worked with Domestic and International Business Units to understand functionality. Wrote Desktop procedures and disseminated to the
user as well as placed within Sharepoint.
o
Resolved Project Costing and Contracts Audit issues. Worked to ensure both modules were consistently insync.
•
Worked either to create the technical fixes that are needed or enlisted additional development support as needed.
Client
Technical Project Lead
Mar 07 – May 08
PeopleSoft Financials & Distribution– v8.9: PeopleSoft General Ledger Implementation
Responsibilities:
•
Lead a team of consultants to conduct both the Functional and Technical Requirements for PeopleSoft 8.9.
•
Created Functional and Technical Specifications for the Southern California Regional Interface of Kaiser.
•
Trained several consultants in PeopleSoft General Ledger.
•
Worked with ETL middleware to Extract and Transform data into PeopleSoft using a one file format approach. Created the rule basis based on
various batch patterns to determine how data should be loaded into PeopleSoft
•
Scripted out a process scheduling system (TWS) to pick up and move files from the Mainframe onto Network drives into ETL and on to
PeopleSoft.
•
Created Test scripts/scenarios in TestDirector (Mercury product).
•
Created and managed Project Activities schedules for the full lifecycles.
•
Escalated problems as needed to the PMO.
•
Assisted the PO and AP departments where necessary.
RFP # 2977-10
Page 241 of 251
Confidential
Project Manager
Jan 07 – Present
PeopleSoft Financials & Distribution v8.4 –v8.9x: PeopleSoft Procurement (Purchasing) & Ariba Support
Responsibilities:
•
Provide PeopleSoft production support and training to the Buyers and users.
•
Support Year End Rollover process with Commitment Control.
•
Reviews, analyzes and evaluates business systems and user need.
•
Formulates systems to parallel overall business strategies.
•
Drive projects through IT and PeopleSoft Technical Support.
•
Work with the Ariba Data Enrichment project to pull and analyze data from various sources.
•
Create Test Scripts and plans for Data move projects for Purchasing.
•
Create Plan to reduce Match Exceptions
•
Clean up Database issues throughout Procurement.
•
Assist with the PeopleSoft upgrade (PeopleSoft 8.9) as needed.
Client
Sr. PeopleSoft Consultant
Sep 06 – Jan 07
PeopleSoft Financials & Distribution v8.8x: International AP & Purchasing Implementation for the Philippines
Responsibilities:
•
Provide implementation support to the users as the AP Functional Lead.
•
Implementation includes:
o
Conducting Fit Gap Sessions
o
Creating Configuration Setups and Documents
o
Creating Requirements Documents
o
Assisting with High and Detail Level Designs
o
Creating Testing Scenarios/Plans
o
Training Accounting Officers for ‘Train-the-Trainer’ program.
Added specialized setups and training for:
o
ƒ
VAT setup and reporting
ƒ
Global Withholding tracking and reporting
ƒ
Multicurrency setup
ƒ
International Banking integration with Citibank and Banco de Oro
Client
Sr. PeopleSoft Consultant
Sep 06 – October 06
PeopleSoft Purchasing & Inventory v8.9x: International AP & Purchasing Upgrade
Responsibilities:
Provide Testing Support for PeopleSoft 8.9 upgrade.
•
•
Assist the user in understanding some of the new functionality that was added since the earlier release. (7.5).
•
Wrote adhoc reports as requested.
Client
Sr. Programmer Analyst/Sr. PeopleSoft Consultant
Sep 05 – Aug 06
PeopleSoft Financials & Distribution v8.4x: Heavily customized: AP, GL, AM, PO, Inventory, Projects, Contracts, Billing and AR.
Responsibilities:
•
Provide implementation and post-implementation support to the users as Production Support by assisting users via email, telephone and/or
completing Remedy tickets.
•
Assist the user with Going Live on the Contract Services Module, which includes: Project Costing, Contracts, Revenue Recognition, Billing and
Accounts Receivable. Created a ‘How To’ Document to address processing rules, procedures and debugging steps.
•
Work with the AM Module to clean up post-implementation issues, mainly surrounding depreciation, retirement, re-categorization and group asset
issues. Many customizations are also created to work around not adding Peoplesoft patches.
•
Assisted in cleaning up Regulatory Reporting issues in General Ledger. Also worked with reconciling GL to all other subsystems including Project
Costing…, which is used as the ‘Center of the Universe’ vs. General Ledger.
•
Assisted Accounts Payable department and Purchasing/Requisition with daily issues as they arose.
•
Complete and deliver system Configuration documentation, Functional & Technical Design documents, Test scenarios & scripts, and Test/Training.
•
Recommended approaches and workarounds to fit the customer’s business processes.
RFP # 2977-10
Page 242 of 251
•
•
Create adhoc query, crystal and nVision reports as needed.
Reviewing upgrade Release Notes for PeopleSoft Financials 8.9.
Client
Business Systems Analyst/Sr. PeopleSoft Consultant
Feb 05 – Aug 05
PeopleSoft Financials & Distribution v8.4x: Heavily customized: AP, GL, AR, AM, PO, Projects, Billing, VAT and T&E.
Responsibilities:
•
Provide post-implementation support to the users as Production Support by assisting users via email, telephone and/or completing Remedy tickets.
Completed root cause analysis on the Matching issues affecting AP, PO and Receiving.
•
•
Fix various modular issues mainly relating to customizations and VAT. Recommended changes to business process related changes.
•
Complete and deliver system Configuration documentation, Functional & Technical Design documents, Test scenarios & scripts, and Test/Training.
•
Recommended approaches and workarounds to fit the customer’s business processes.
•
Create adhoc query and crystal reports as needed.
•
Resolved technical and functional issues as they arose.
Project Manager/Project Lead
Oct 04 – Feb 05
PeopleSoft Public & Private Sector Financials & Distribution v8.8: AP, GL, AR, AM, PO, eProcurement, Projects, Contracts, Cash Management,
Billing, Commitment Control, and Budgets.
Responsibilities:
•
Act as Project Team Lead for Implementing PeopleSoft v8.8 using a Rapid Apps implementation methodology.
•
Complete and deliver process Decomposition requirements, business process flows, Fit/Gaps and Requirements documentation.
•
Complete and deliver system Configuration documentation, Functional & Technical Design documents, Test scenarios & scripts, and Test/Training
using UPK.
•
Ensure interfaces with other integrating legacy systems worked as designed and delivered
•
Recommended approaches and workarounds to fit the customer’s business processes.
Financial Client
Project Manager
Jul 04 – Sept 04
Financials & Distribution v8.4: AP, GL, AR, and Billing
•
•
•
•
•
•
•
•
•
•
•
•
Planning, directing, and coordinating activities.
Ensured that project goals were accomplished and in line with business objectives.
Responsible for managing the project team to complete the project on time and on budget.
Monitored all project activities; ensuring quality and integrity.
Consulted with management and reviewed project proposals to determine goals, time frame, funding limitations, procedures for accomplishing project,
staffing requirements, and allotment of resources.
Developed project plans specifying goals, strategy, staffing, and scheduling, identification of risks, contingency plans, and allocation of available
resources.
Formulated and defined technical scope and objectives of project while conferring with project staff to outline work plan.
Identified and schedule project deliverables, milestones and required tasks using MS Project.
Reviewed status reports prepared by project personnel and modified schedules and plans as needed.
Prepared project status reports and kept management, clients, and others informed of project status and related issues.
Worked with project personnel to resolve problems.
Maintained proactive link with users, leads and technical community.
RFP # 2977-10
Page 243 of 251
Srinivasan Tirunelveli
SUMMARY OF EXPERIENCE
•
•
Over eight years of overall IT experience of which six years in Implementation, Development, Support and Customization of Oracle Applications
11i in the modules of Inventory, Order Management, Advanced Pricing, Shipping, Costing, Accounts Receivables, Accounts Payables and Oracle
Purchasing
Implementation of Order Management and Inventory Analytics in Oracle Business Intelligence Enterprise Edition (OBIEE)
SYNOPSIS
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Strong functional experience in the areas of Order to Cash and Procure to Pay Cycles (INV, OM, QP, WSH, AR, PO, AP) and familiar
with iProcurement module.
Expertise in BOM, WIP, Costing, AR & AP modules and familiar with GL module.
Actively involved in various stages of implementation like capturing business requirements, gap analysis, to-be business processes, training
and post implementation support activities.
Prepared BR100’s, MD050’s, MD060’s, TE020’s and other functional documents during various phases of Implementation and Support
activities.
Experience in Preliminary System Requirement Study, System Analysis & Development, Documentation and Training.
Worked on Test Plan Preparation, Unit testing, System Integration Testing, Conference Room Piloting and User Acceptance Testing.
Business Analyst in Implementation of Order Management and Inventory Analytics of Oracle Business Intelligence Enterprise Edition
(OBIEE)
Extensive experience in Siebel Analytics (Oracle Business Intelligence OBIEE) and Oracle BI applications (Order Management, Inventory
and Finance modules Analytics applications)
Business Requirements Document, Gap Analysis of OBIEE Reports based on Business Requirements and Solution Design.
Design of Configuration Options for various Subject Areas in liaison with Business Users.
Data Validation of Dimensions and Facts in ETL and Report Metric Calculations in OBIEE.
Good command on SQL, PL/SQL and Toad for database access.
Well versed with AIM (Application Implementation Methodology) terminology.
Cleared Basics of Supply Chain Management paper for CPIM Certification by APICS.
Rich Domain Experience in Inventory and Order Execution activities.
Good team player with excellent communication and inter-personal skills.
PROFESSIONAL EXPERIENCE
•
•
•
•
•
•
•
•
Functional Lead Analyst with Beckman Coulter., CA (Aug-08 to Till date)
Functional Lead Analyst with Logitech Inc., CA (Mar-08 to Jul-08)
Sr. Functional Consultant(Order to Cash Lead) with Power-One Inc., CA (Jan-07 to Feb-08)
Functional Consultant with Power-One Inc., CA (Aug-05 to Jan-07)
Functional Consultant with Compucom Systems Inc., TX (Feb-05 to Aug-05)
Associate Functional Consultant with GE IT Solutions Inc., TX (Sep-04 to Feb-05)
Associate Functional Consultant with Emerson Motor Technologies, MO(Dec-02 to Sep-04)
Production Engineer with HBL-Nife Power Systems Ltd., India (Oct-00 to Dec-02)
PROJECTS ON OBIEE
1. Beckman Coulter, Fullerton, CA
Title: Functional Lead Analyst
(Aug’08 – Till date)
Scope: Implementation of Order Management and Inventory Analytics, Business Intelligence reports in Oracle Business Intelligence Enterprise
Edition (OBIEE)
Beckman Coulter, Inc. is a leading manufacturer of biomedical testing instrument systems, tests and supplies that simplify and automate laboratory processes.
Spanning the biomedical testing continuum—from pioneering medical research and clinical trials to laboratory diagnostics and point-of-care testing—
Beckman Coulter's 200,000 installed systems provide essential biomedical information to enhance health care around the world.
RFP # 2977-10
Page 244 of 251
Responsibilities:
•
•
•
•
•
•
•
Requirements Gathering for the Business Intelligence Reports (KPI’s) in OBIEE
Gap Analysis for the proposed reports with the Out of Box architecture and measures
Creation of RD20 for these Reports in liaison with Business Users
Review and modification of ETL extracts for data import to Data Warehouse
Validation of the metrics created in RPD, Identification of Prompts, Column Selectors for the reports and aesthetics of developed OBIEE reports
Creation of Test data in Source System replicating all valid Business Scenarios and validation of the same with ETL and Report Developers.
Functional Validation of the developed reports, including Drilldown paths and assistance to the Users in UAT
2. Logitech International S.A., Fremont, CA
Title: Functional Lead Analyst
(Mar’08- Jul’08)
Scope: Implementation of Order Management Analytics, Business Intelligence reports in Oracle Business Intelligence Enterprise Edition (OBIEE)
Logitech International S.A. engages in the design, development, manufacture, marketing, and support of personal peripheral products for personal computers
(PC) and other digital platforms worldwide. Its products include pointing devices, such as corded and cordless mice, trackballs, 3D input devices; corded and
cordless keyboards and desktops; notebook essentials, Webcams, speakers. The company sells its products to a network of distributors and resellers, including
wholesale distributors, consumer electronics retailers, mass merchandisers, specialty electronics stores, computer and telecommunications stores, value-added
resellers, and online merchants; and original equipment manufacturers (OEM).
Responsibilities:
•
•
•
•
•
•
•
•
Requirements Gathering for the Business Intelligence Reports (KPI’s) in OBIEE
Gap Analysis for the proposed reports with the Out of Box architecture and measures
Development of Custom Metrics for the reports to suit Business Requirements
Creation of RD20 for these Reports in liaison with Business Users
Review and modification of ETL extracts for data import to Data Warehouse
Validation of the metrics created in RPD, Identification of Prompts, Column Selectors for the reports and aesthetics of developed OBIEE reports
Creation of Test data in Source System replicating all valid Business Scenarios and validation of the same with ETL and Report Developers.
Functional Validation of the developed reports, including Drilldown paths and assistance to the Users in UAT
PROJECTS ON ORACLE APPLICATIONS
1. Power-One Inc., Camarillo, CA
Title: Senior Functional Consultant (Order to Cash Lead)
(Jan’07- Feb’08)
Scope: Implementation and Roll-Out of Oracle Applications at acquired sites in Singapore, China and Italy - Order Management, AR, INV, PO,
Costing, Advanced Pricing, Shipping, Bills of Materials and Work In Process.
Power One is one of leading manufactures of electronic equipment with offices across the globe. This project involves Implementation and Roll Out at the
newly acquired firms in Singapore, China and Italy and integration to existing Oracle Applications system. Roll Out also includes import of data from legacy
systems at those locations into Applications environment and development of new customizations on need basis.
Responsibilities:
•
•
•
•
•
•
•
Preparation of Business Process flows as part of Roll Out activities and test scripts to test process flows involving Distribution and manufacturing
modules.
Worked in liaison with Business Users to identify Business Process flows and bridge gaps.
Creation of RD020’s, MD050’s for Customizations, BR100’s for various setups in Inventory, Order Management, Advanced Pricing,
Shipping, Purchasing, Costing modules.
Developed and configured Repair Entry – a Custom module to take care of Repair and Service activities at Power-One.
Carrying out Conference Room Pilot Testing in Development and Testing environments for the above.
TAR creation and coordination with Oracle Support.
Training the end users at Roll Out sites on functional aspects of Oracle Applications.
2. Power-One Inc., Camarillo, CA
Title: Functional Consultant
(Aug’05- Jan’07)
Scope : Post-Production Support- Order Management, AR, INV, PO, Advanced Pricing, Shipping, Bills of Materials and Work In Process.
RFP # 2977-10
Page 245 of 251
Power One is one of leading manufactures of electronic equipment with offices across the globe. Power One is using Oracle Applications with Financials,
Distribution, Manufacturing and Advanced Planning Suites.
Responsibilities:
•
•
•
•
•
•
Worked in liaison with Business Users to identify Business Process flows for enhancements.
Creation of MD060’s as part of Enhancements as part of Support activities.
Creation of TE020’s and carrying out Functional Testing of enhancements in Development and Testing environments.
Periodic review of the Project and regular interaction on the same with the Business User as part of Support engagement.
TAR creation and coordination with Oracle Support on early resolution of critical issues.
Month end Support for all Distribution and Manufacturing modules and timely resolution of critical issues in all the modules effecting smooth
closure of sub ledgers during the same.
3. Compucom Systems Inc., Dallas, TX
Title: Functional Consultant
(Feb’05- Aug’05)
Scope: Implementation, Post-Production Support and Enhancements - Order Management, AR, INV, PO, Advanced Pricing and iProcurement.
CompuCom Systems Inc. headquartered in Dallas, and its Canadian subsidiary CCSI Technology Solutions help companies plan, design, implement and
manage multi-vendor, mission-critical, computing environments. After acquiring GE IT Solutions, they went ahead with implementation of Distribution
modules of Oracle Aplications.
Responsibilities:
•
•
•
•
•
•
•
Data Mapping from Legacy Systems to Purchasing Module for Import through PDOI.
Worked closely with Business Users and Core Team to identify Gaps and design process flows.
Preparation of Functional Specifications( MD050’s) on various Customizations involving Distribution modules.
Preparation of TE020’s and Functional Validation of above in Development and Testing environments.
Co-ordination with Oracle Global Support on TAR’s and patches.
Worked on defining the marketplace, internal and external catalogs in iProcurement
Worked in customizing approval hierarchy for the requisitions based on cost centers
for iProcurement.
4. GE IT Solutions (US & Canada Operations), Dallas, TX
Title: Associate Functional Consultant
(Sep’04- Feb’05)
Scope: Post-Production Support and Enhancements - Order Management, AR, INV and PO, Advanced Pricing and iProcurement.
GE IT Solutions is a leading IT managed services provider that helps organizations maximize resources and achieve continuous improvement. CompuCom
Systems Inc. acquired this firm where Implementation of Oracle Applications was taken up after acquisition.
Responsibilities:
•
•
•
•
•
•
•
•
Evolving identified and implied Functional Requirements and formulating Technical Requirements for major Business Enhancements.
Generation of test scripts to validate the Enhancements like alerts, notifications in Development and Testing environments as part of
Enhancement activities.
Generation of MD050’s during Development, MD120's while moving the same into Testing Instance and NCC's while implementing in the
Production environment.
Post-Production Support effecting smooth operations of the client.
Project Review and regular interaction on the same with the Business User.
Provide Support during month-end updation of accounts from Subledgers to GL.
Creation of User Assistance manuals for ready reckoning and training requirements
Development of Knowledge base consolidating issues faced during Support phase.
5. Emerson Motor Technologies, St. Louis, MO
Title: Associate Functional Consultant
(Feb’04- Sep’04)
Scope: Post-Production Support in Order Management, INV, PO and Advanced Pricing, Shipping, AR and AP
•
•
•
•
•
•
Created System Administration and Manual Holds and assigned Responsibilities to apply and release the same.
Scheduling Order Processes like Pick Release and Ship Confirmation for the orders and maintaining the inventory month end processes.
Assisted in recording various day-to-day transactions in Distribution modules and generating reports in the same after Go-Live.
Freezing Functional Requirements for various Reports and other Business Enhancements.
Participated in Root- Cause Analysis for resolving some of the repetitive issues.
Preparation of User manuals on Month- End Activities.
RFP # 2977-10
Page 246 of 251
6. Emerson Motor Technologies, St. Louis, MO
Title: Associate Functional Consultant
(Dec’02- Feb’04)
Scope: Implementation of Oracle Applications 11i in Emerson Motors Ltd.
The scope of the project included implementation Oracle General Ledger, Accounts Receivables, Accounts Payables, Oracle Fixed Assets, Costing,
Purchasing, iProcurement, Order Management and Oracle Inventory.
Emerson Motor Technologies is the largest electrical motor manufacturer in the world, producing more than 330,000 motors every day. From motors that drive
consumer appliances to those that power large industrial machinery, they have a breadth of product variety to meet virtually any customer need, on any
business scale.
As a part of the complete life cycle implementation of Oracle Order to Cash modules, the Implementation activities included:
•
•
•
•
•
•
Requirement Analysis.
Business Requirements and Mapping.
Carrying out Solution prototyping on Oracle Applications Test database based on the final business processes firmed up by the Business
Requirement mapping.
Carrying out Production Transition and configuring the Production set-ups on the Production Database.
Data Conversion and Reports customization.
Carrying out Acceptance Testing.
Responsibilities:
•
Participated in As-Is and To-Be studies and prepared specifications for functionality by interacting with various departments for current and future
requirements and designed the Activity Flow for Distribution and iProcurement Modules.
•
Designed various Responsibilities with Customized Menus required for Distribution modules.
•
Involved in the defining Product Codes, Item Categories, Default Category Sets, Units of Measure, Inventory Organizations, SubInventories for Inventory, Attribute Controls, Status Codes, Item templates for prototype and semi-finished products, Item Cross
References, ABC Compiles, Shipping Networks and Organization access to Customized responsibilities.
•
Worked on setting up Replenishment Planning methods, Cycle Counts for specific items, Key Flexfields in Inventory.
•
Involved in setting up Buyers, Approval Groups and Assignments, Requisition Templates, Approved Suppliers List and setups for Internal
Requisitions in Purchasing module.
Designed various Order & Line Transaction types, Defaulting Rules, Pricelists with Qualifiers and Modifiers, Picking Rules, Shipping
•
Grants, Release Rules for SRS processes and Processing constraints in Order Management and Setups for AutoInvoicing functionality.
Domain Experience:
7. HBL Nife Power Systems Ltd., India
Title: Production Engineer
(Oct’00 to Dec’02)
PROJECTS EXECUTED & WORKED ON:
•
Monitor day-to-day Production and Maintenance activities and participation in DoE’s.
•
Executed Export Orders from Mid Gulf and European countries during my tenure.
•
Revamp of store set up by classification, segregation and accommodation of various
material available both at main and sub stores level.
•
Member of the Core team that supervised Merger of Tubular and VRLA divisions into
ALAB (Advanced Lead Acid Batteries) Division of HBL Nife Power Systems Ltd.
•
Secured Product approvals for VRLA batteries for the entire range with Indian
Railways and worked on the same for Tubular Batteries.
•
Devised documentation system for tracking all issues with Railways viz., Product approvals, Regular Orders and Enquiries.
ADDITIONAL INFORMATION:
•
Cleared BSCM paper (first of the 5 papers) for CPIM Certification.
Personal Details:
Academic Qualification
RFP # 2977-10
: B. Tech in Mechanical Engg. from J. N. T. University, India
Page 247 of 251
TODD GREENQUIST
PROFESSIONAL PROFILE
“Mr. Todd Greenquist offers more than twenty-two years experience in information technology development and project management in the gas and electric
utility industry. He has worked with the Oracle Financial Applications since the fall of 1996, first as an implementation manager and most recently as an
application consultant and implementation team lead. His programming skills include SQL and PL/SQL and his application implementation experiences
include GL, AP, PO, INV, AR, PA and FA”
TECHNOLOGY
Product Expertise:
● Oracle General Ledger
● Oracle Accounts Payable
● Oracle Inventory
● Plant Accounting
● Oracle Fixed Assets
● Oracle Projects
● Oracle Purchasing
● Oracle Receivables
Technical Tools:
● UNIX
● SQL*Plus
● Oracle Financials 10.7, 11i, 12
● Workflow Builder
● PL/SQL
INDUSTRY AND CLIENT HISTORY
Utilities:
Maine Public Service, Mirant Corporation, Minnesota Power, Oglethorpe Corporation, Boston Gas,
Bangor Hydro, South Mississippi Electric Power, Green Mountain Power, Avista Utilities, British
Columbia Transmission Co, Santee Cooper, ONEOK, Keyspan, Louisville Gas & Electric, Consolidated
Natural Gas, Southern Company, Puerto Rica Electric Power Authority, IPALCO, Lee County Electric,
Cap Rock, Colonial Pipeline
Information Technology:
Internet Security Systems
Defense:
BAE
Manufacturing:
Vulcan Materials
Telecom
Cellular South
Call Center
AllConnect, Convergent
Retail:
Chick-Fil-A
EMPLOYMENT
•
1986 – 1998, Bangor-Hydro Electric Company
o
•
•
1998 – 2003, Oracle Consulting
o
Consultant, primarily to utility corporations for the implementation of Oracle PA and FA, focusing on capitalization and asset accounting
functionality.
o
Designed, coded and tested capitalization and asset accounting functionality within Oracle PA and FA for Oracle Development
2003 – 2004, Independent Consultant
o
•
Programmer, supporting for all financial, procurement, inventory and Payroll/HR applications. Provided analysis, design, coding and testing
functions, including the replacement of all existing systems with Oracle Financial applications.
Consultant, for the implementation and upgrade of Oracle Financial applications.
2004 – present, Dinero Solutions
o
Solution Architect & Technical Consultant, for the implementation and upgrade of Oracle Financial applications.
o
Providing ongoing technical support for various companies, both onsite and remotely.
PROFESSIONAL EXPERIENCE
•
Bangor-Hydro Electric Company
o
Technical Lead for the implementation of GL, AP, PO, INV, AR, PA and FA in 10.7. Included the design, coding and testing of all
conversions, interfaces, extensions and reports for all applications. Included interfaces to external applications, such as Payroll and Data
Warehouse, as well as the implementation of custom capitalization and utility asset accounting functionality.
RFP # 2977-10
Page 248 of 251
o
Technical Lead for the upgrade to 11i of all above applications, including data migrations, custom code changes and implementation of new
functionality.
•
Minnesota Power
o
Functional and Technical Lead for the implementation of PA and FA in 10.7. Included the design, coding and testing of all conversions,
interfaces, extensions and reports for both applications, and the design, setup and testing of all application functionality. Included interfaces
between Oracle and Maximo work management system, as well as the implementation of custom capitalization and utility asset accounting
functionality.
•
Louisville Gas & Electric
o
Functional and Technical Lead for the implementation of FA in 10.7. Included the design, coding and testing of all conversions, interfaces,
extensions and reports for the application, and the design, setup and testing of the application functionality, as well as the implementation of
custom capitalization and utility asset accounting functionality.
•
Puerto Rico Electric Power Authority
o
Functional and Technical Lead for the implementation of PA and FA in 10.7. Included the design, coding and testing of all conversions,
interfaces, extensions and reports for both applications, and the design, setup and testing of all application functionality. Included interfaces
between Oracle and three work management systems, Severn-Trent, Logic and Indus, as well as the implementation of custom capitalization
and utility asset accounting functionality.
•
Indianapolis Power and Light Company
o
Technical Lead for the implementation of interfaces between Oracle and the Logica work management system. Included the design, coding
and testing of all the interfaces.
•
Keyspan Energy
o
Technical Lead for the implementation of interfaces between Oracle and the Maximo work management system. Included the design, coding
and testing of all the interfaces.
o
Technical Lead for the implementation of custom capitalization and utility asset accounting functionality. Included the design, coding and
testing of all the extensions and interfaces.
•
ONEOK
o
Technical Lead for the implementation of PA and FA in 10.7. Included the design, coding and testing of all conversions, interfaces,
extensions and reports for both applications. Included the design and coding of a Vehicle Allocation application with interfaces into several
Oracle applications.
o
Assisted with design, coding and testing of interfaces and extensions for other Oracle Financial applications.
•
Mirant Corporation
o
Functional and Technical Lead for the implementation of PA and FA in 11i. Included the design, coding and testing of all conversions,
interfaces, extensions and reports for both applications, and the design, setup and testing of all application functionality. Included interfaces
between Oracle and Maximo work management system, as well as the implementation of custom capitalization and utility asset accounting
functionality.
•
Oracle Corporation
o
While working for Oracle Consulting, was loaned to Oracle Development to design, code and test new utility capitalization and asset
accounting functionality which was included in the 11i versions of PA and FA. Participated in the design sessions as the expert in the
functional requirements for PA and FA, coded various aspects of functionality in the PA application and participated in the testing of PA and
FA functionality.
•
Green Mountain Power
o
Technical Lead for the implementation of GL, AP, PO, INV, AR, PA, FA and EAM in 11i. Included the design, coding and testing of all
conversions, interfaces, extensions and reports for all applications. Included interfaces to external applications, as well as the implementation
of new 11i capitalization and utility asset accounting functionality.
o
Technical Lead for the implementation of Project Billing functionality, including the design, coding and testing of all extensions and reports.
o
Technical Lead for the upgrade to R12 of all above applications, including data migrations, custom code changes and implementation of new
functionality.
o
Provides ongoing technical support for all of the Oracle Financials, both remotely and onsite.
•
Consolidated Natural Gas
o
Assisted with the design and testing of custom capitalization and utility asset accounting functionality for Oracle Financials 10.7
•
Boston Gas
o
Provided miscellaneous functional and technical support during the implementation of the Oracle Financial applications 10.7
•
Lee County Electric Company
o
Provided a one-week long design session for the implementation of PA and FA, including the impact on other Oracle Financial applications
and the best design choices for utility capitalization and asset accounting functionality.
RFP # 2977-10
Page 249 of 251
•
Avista Utilities
o
Technical Lead for the implementation of GL, AP, PO, INV, PA and FA in 11i. Included the design, coding and testing of conversions,
interfaces, extensions and reports for all applications. Included building interfaces from all Oracle Financial applications to an external data
warehouse.
•
Cap Rock Corporation
o
Technical Lead for the implementation of GL, AP, PO, INV, PA and FA in 11i. Included the design, coding and testing of all conversions,
interfaces and extensions for all applications.
•
Maine Public Service
o
Technical Lead for the implementation of PA and FA in 11i. Included the design, coding and testing of interfaces and extensions for both
applications, as well as the implementation of new 11i capitalization and utility asset accounting functionality.
•
British Columbia Transmission Company
o
Functional and Technical Lead for the implementation of PA and FA in 11i. Included the design, coding and testing of all conversions,
interfaces, extensions and reports for both applications, and the design, setup and testing of all application functionality.
•
Jamaica Power
o
Technical Lead for the redesign of the chart of accounts structure in Oracle GL. Included the analysis and coding of scripts to update the
structure and all necessary data in various Oracle subledger applications.
•
BAE
o
Technical Lead for the implementation of FA in 11i. Included the design, coding and testing of all conversions, interfaces, extensions and
reports for both applications, including interfaces from handheld devices into FA for physical inventories.
•
Convergent Resources Inc
o
Developed an interface of invoices into Oracle AR in a hosted instance. Included the design, coding and testing of the interface.
•
Allconnect
o
Developed an interface of invoices into Oracle AR. Included the design, coding and testing of the interface, as well as ongoing technical
support.
•
Chick-fil-A
o
Functional and Technical Lead for the implementation of PA in 11i. Included the design, coding and testing of all conversions, interfaces,
extensions and reports for the application, and the design, setup and testing of all application functionality. Included the implementation of
new capitalization and asset accounting functionality.
•
Colonial Pipeline
o
Technical Lead for the implementation of FA in 11i. Included the design, coding and testing of all conversions, interfaces, extensions and
reports for the application. Included the implementation of new asset accounting functionality.
•
Internet Security Systems
o
Technical Lead for the implementation of Oracle Applications 11i. Included the design, coding and testing of conversions, interfaces,
extensions and reports for the application. Included functional and technical design work to support multiple GL books, multiple Operating
Units, multiple languages and multiple currencies for divisions of the company in North America, South America, Europe, Asia and Australia.
•
South Mississippi Electric Power
o
Solution Architect and Technical Lead for the implementation of GL, AP, PO, INV, AR, PA and FA in 11i. Included the design, coding and
testing of all conversions, interfaces, extensions and reports for all applications. Included interfaces to external applications, such as Maximo
work management system.
•
Cellular South
o
Technical Lead for support of the Oracle Applications 11i. Included design, coding and testing of conversions and extensions for all
applications, as well as ingoing functional and technical support both onsite and remotely.
•
Vulcan Materials
o
Technical Lead for the implementation of PA and FA in 11i. Included the design, coding and testing of all conversions, interfaces, extensions
and reports for the application, and the design, setup and testing of all application functionality. Included the implementation of new
capitalization and asset accounting functionality and interfaces between Oracle PA and EAM (Enterprise Asset Management).
o
Providing technical support for the implementation of GL, AP, PO, INV and AR in 11i.
o
Provided consulting on the company’s capitalization and asset accounting requirements and the functional gaps in the current Lawson
application.
RFP # 2977-10
Page 250 of 251