SUMMARY:

• Senior Oracle Resource with 22 years as Director, Program Manager, PM, Instructor, Technical Writer and Lead Techno - Functional Implementation Consultant for both HCM, SCM and Financial suites. Broad experience includes contractual engagements, permanent consulting roles and entrepreneurial pursuits. Strengths span Project Mgmt, problem solving, hands-on implementation/configuration, PeopleTools, Business Process Redesign (BPR), Communication, Reporting Strategy (incl. Naming Standardization), User Procedures, Test Planning/Scripting, Security Design, QA/Audit, Operational Readiness, /Change Management, as well as, serving as a liaison with Strategic Implementers (SI) on a client’s behalf.
• Senior Consultant with twenty-two years of PeopleSoft that spans versions 5.X, 7.X, 8.0 / 8.1, 8.3, 8.4, 8.8, 8.9, 9.0, 9.1, 9.2, Oracle EBS and Oracle Cloud R11, R12. Eight (8) Global clients, five (5) Multi-Book/multi-currency projects, and six (6) of those that were multi-lingual incl. Spanish/English . Fluent in conversational/written Spanish. Able to read Italian and some Portuguese.
• Seventeen (18) years of Project Management (PM Instructor/Instructional Designer) experience. Five (5) George Washington University (ESI) Masters s for PMP/PMBOK coursework.
• Worked at Confidential in the evenings as a TA for 2 semesters with the PeopleSoft Accounting Info Systems Course (ACCTG 110).
• A SHRM-certified, HR Generalist and an ACA-Certified, Payroll, Compensation & Benefits Specialist. Lominger (formerly Career Architect) Cert. Competency Assessments and Competency Interviewing.
• An Achieve Global (Zenger-Miller) Certified Tech Presenter, seasoned technical writer and instructional designer. I have written and edited more than 30 complete manuals ( pages each) on individual Oracle/PeopleSoft HCM, Financials, Reporting, CRM and SCM Applications. Non-PeopleSoft Courses included: EEO/AA, Finance for Non-Financial Mgrs, Train-the-Trainer, Vignette, Cognos, Project Management, SAP, Siebel eCRM, MS Project, Data Centers and Servers/Hardware.
• Certified Macromedia/Web designer, Proficient w/both Adobe Captivate and Oracle UPK.
• Responsible for all project phases including reporting, testing, knowledge transfer and security.
• Support and guide numerous clients subject to Sarbanes Oxley (SOX) compliance Audits.
• Cognos Certified Author. BI work includes Managing the creation of Data Dictionaries, Report Design, as well as overall DW/ BI strategy.

TECHNICAL SKILLS:

Oracle Cloud: HCM and ERP (Finance) R11, R12

Oracle EBS: Financials and SCM

PeopleSoft FINANCIALS: GL, PO, IN, AP, AR, Billing, AM, Grants, Commitment Control, Projects, Contracts, T & E, Treasury, Cash Mgmt., (Advanced) Query, and nVision

PeopleSoft HRMS/HCM: Core HCM, Global/NA Payroll, ESS/MSS, Ben Admin, TAM, Time & Labor, Career/Succession Planning, Competency Management, Front Office, ePerformance, eLM, Profile Management, Absence Management, Compensation, Position Management, Query/XML

PeopleSoft Technical: PeopleTools through version 8.5x - Trees, Application Designer, PeopleCode, Component Interface, Workflow, Text Catalog, CSS, nVision, XML, and some SQL/SQRsPeopleSoft and Siebel CRM ApplicationsPeopleSoft Student Admin and Campus Solutions ApplicationsOwn/Authored IP for PS courseware for upgrades from 7.5 - 8.4, and 8.1 to 8.8, 8.4 - 8.8 (Delta), 8.8 to 8.9, 8.9 to 9.x and 9.0/9.1 to 9.2. Additional work product: Workflow Analysis, Template creation, System/User Test Plans, Test Script Inventories, Functional Designs, Technical Specs, User Procedures, Readiness Assessments, Communication Plans, Gap Analysis, Role to Position Mappings, Plans, Project Plans, Reporting Strategies, Requirements, Needs Assessments and Process Flowcharts.

Skills: Cognos Certified Author ACCESS (mult.versions) Word and Excel Certified Lominger Career Architect PrintShop, Photoshop Visio, Corel Flow BRIO, Focus Reporting TRACKER I9 Siebel (e - CRM) Macromedia Dreamweaver TOAD Crystal Reports Primavera OnDemand UPK Adobe Captivate Application Designer -PeopleTools CIC+ Employee Forms Mgmt. HP Quality Center -HPQC PowerPoint Web Design HTML/XML

PROFESSIONAL EXPERIENCE:

Confidential

SENIOR CONSULTANT & FOUNDER

Responsibilities:

• Responsible for the day-to-day operations of a small PeopleSoft Implementation and Change Management Consulting practice. Specializing in implementations, project management, technical documentation, knowledge transfer, communication, internal project marketing and best practices which support the human capital involved in a successful technology program - most teams of <20.
• Oracle resource, partnering w/Fortune 500 clients, like Canon, Chrysler and Confidential . Scoping, RFPs, Staffing, Strategic Planning and Partner Management as a Consulting Resource working with C-level executives on their internal project and program management.

Confidential

TECHNICAL WRITER/INSTRUCTOR

Responsibilities:

• 9.2 implementation of PeopleSoft TAM and CG, which is being rolled out to the first grouping of multiple universities in the GA system this month, followed by subsequent waves of go-lives over a 12-18 month span. Responsible for the greenfield curriculum design of multiple role-based ILT manuals (HR Administrators, Practitioners, MSS, individual applicants, incl non-employees) along with a T3 (train-the-trainer) written, in a manner that supports rapid revisions of content applying to Position Management and/or Competencies, as these functions will continue to be added to the scope in 2018.

Confidential

GRANTs/Projects (PS FInancials) Project manager

Responsibilities:

• Scope included new 9.2/8.55 implementations of Project Costing, Contracts, A/R, KK, Billing, Grants, as well as upgrades for other PS Financials (GL, AP, AM), PS SCM (Purchasing, Inventory)HCM and PS EPM databases (9.1). The integration of third-party software for CTMS (Clinical Trials), T&E Certs, Custom Salary Allocations, Svs s, including compliance apps for IRB, IACUC, COI, Export, BioSafety, etc.
• Serving as primary and sometimes sole consulting resource, guiding the vendor selection processes for Grants Pre/Post- Software solutions. Responsibilities: flowcharting as-is/to-be, funct reqs gathering, reporting reqs, production enhancements, Roadmap design, project plans, RFP/RFIs, data conversion analysis, and the creation of vendor/software evaluation tools.

Confidential - Frankfort, KY

Oracle Cloud Implementation Manager

Responsibilities:

• Led the Confidential Project Initialization Phase for $4 million implementation of Oracle Cloud HCM and ERP (Finance) v11.
• Also provided managerial oversight for PeopleSoft Campus Solutions 9.2 implementation from Banner.
• Created detailed project plan, drafted Project Charter, drafted Project Governance Plan, RAID Log/Mitigation Plan, onboarding a staff of 20 techno-functional resources, all within 6 weeks.
• Responsible for Client Kick-Off experience and related documentation. Embarked upon the Design Phase utilizing the Oracle Unified Methodology (OUM) for Cloud (formerly Fusion) implementations. Worked with both Provisioning and Oracle Implementation Success Teams at each step.

Confidential - Danbury, CT

Benefits administration & ACA LEAD

Responsibilities:

• Led the design and deployment resources for Open Enrollment 2016. Translated HR Requirements into New Benefit Plans, Programs, Interfaces, Reports and Eligibility Rules. PeopleSoft 9.0/Tools 8.53.
• Creating and Enforcing Testing Standards, Separation of Duties and Audit Guidelines. Supporting the reporting requirements for OE and Audit.
• Assisted with the Vendor selection for ACA-Affordable Care Act compliance, including SLAs and the translation of interface/extract specs into PeopleSoft mappings for Form 1095-C. Assisted with planning for continued program management in order to complete and furnish data on an ongoing basis for any/all full-time employees for one or more months of the previous calendar year.

Confidential - Louisville, KY

PeopleSoft Financial Reporting - special project manager

Responsibilities:

• Responsible for creating and leading multiple sessions for the Finance/SCM teams which addressed nVision, Query, GL and Accounting Life Cycle for PeopleSoft 9.1 and Tools 8.53.

Confidential

PeopleSoft Manager & Operational readiness lead

Responsibilities:

• State University System Serving 10 Campuses and over 150,000 Faculty/Staff
• Manager responsible for creating learning needs assessments, strategy, outlines, schedule and project plan, while recruiting a staff of curriculum designers/trainers for initial PS 9.1 implementation that included: Portal, Core HR, Ben Admin, Profile Mgmt., Payroll, MSS/ESS from HCM - and GL. Phase 1 included Office of the President, UCLA PRI and the UCPath Call Ctr. (HR Shared Saves).
• In my other capacity, I provided communication planning and oversight; management of the project health reporting through the use of a SharePoint Dashboard. As the PM/Lead for Operational Readiness my responsibilities included metrics specific to design, testing, documentation, staffing, communication, user/role identification, security and instance management.

Confidential

TECHNO-FUNCTIONAL Instructor for PeopleSoft 9.2

Responsibilities:

• Delivered multiple sessions to both public and private sector clients in the United States and Canada, including (remote) LVCs - PeopleSoft 9.2 for PeopleCode, nVision, GL, ePerformance, Careers and Succession Management, Absence Management, Profile Management, Core HCM, and Query. As a SME, taught classes that OU Instructors attended in ePerf, Profiles and Succession. Receiving consistently high evaluation scores for classes that were 5 days long (many held remotely).

FIN/HCM Change Management CONSULTANT

Responsibilities:

• Addressed workforce readiness for PS 9.1 implementation that included: Base Ben, Core HR, T&L, Compensation, Profile, Payroll, MSS/ESS from HCM - and PO, IN, ePro, GL, AP, AR, Maint Mgmt., AM, KK and non- Confidential t BI from FIN. Completed Site-Specific, HCM/FIN Assessment for Security/Trng Role to Position Mapping.

Confidential - Covington, KY

BEN ADMIN PM

Responsibilities:

• Implemented 9.1 Ben Admin - Assisted with bringing onboard the Physicians practice and combining Benefits Admin approaches with the existing 9.1 Hospital Companies. Addressed new Programs, Plans, Rates and Deductions codes for 2013. Joined project just after Requirements were supposed to have been completed, and took the project from Red to Green to “live” in just over 2 months’ time. Simultaneous to taking them from three separate payroll cycles to two.

Confidential

HRMS PM

Responsibilities:

• Assisted this retail client with largely customized 9.0 HRMS and EPM instances. Troubleshot and recommend new best practices for EPM. Performed requirements gathering for Vanilla Paystub Initiative and Electronic Employee Forms initiative (EEF).
• Created functional specs for both EEF and ADP. Paystub involved helping client manage the relationship with ADP. EEF involved requirements/documentation for both Tracker and CIC+ vendors.

Confidential

HCM SPECIAL PROJECT MANAGER

Responsibilities:

• PeopleSoft Project repaired Hewitt Interface between HR, PR and third party system.
• Created functional specs for old and new processes. Analyzed code in order to draft documentation for Benefits Change File. Provided production support for Compensation changes that were occurring simultaneously. Wrote test plan, implementation plan and troubleshot existing interface issues while project was underway. Taught HRIS staff Query and other best practices. Advised on system redesign that was being considered.

Confidential

EPerformance Project Manager

Responsibilities:

• Provided assessment of ePerformance 8.9 and 9.1. Client was live with 8.9 and planned a 9.1 implementation, was attempting to go-live before upgrade occurred. Considering minimal approach to configuration. Provided technical overview of 9.1 stand-alone options that HCM now offers for ePerf. Created all new content for CIs for Competencies and Language Checker. Drafted functional specs and provided DEMO/ePerf .

Confidential - Livingston, NJ

GL/AR ENhancements - Assessment Project Lead

Responsibilities:

• Sole Oracle/PS Resource on a team of 11 responsible for large Fin Data Warehouse system and data cleanup project. Performed health assessment for existing PS system, upgrade/ reimplementation analysis. Aided in the development of Data Dictionary for 30+ systems.
• Review data reconciliation methodology for 27 AR subsystems. One third of which were located abroad. Client contacts existed in Asia Pac, Europe and Latin America. Reviewed data integrity, reporting and documentation. Troubleshot Global Payroll and DB2 performance issues.
• Working with Financial Support team to help with major initiative on SADBUS reporting. Facilitate several weeks of formal on GL, nVision, App Designer, Query, and Spreadsheet Journal Upload for PeopleSoft versions 8.9. Troubleshot HR and Payroll processing issues while onsite. Performed remote work for Query Support. Performed 9.0/9.1 upgrade/reimplementation the intro of new applications.

Confidential - Pittsburgh, PA

ORACLE 8.9 and AGAIN 9.0 Upgrade Project Manager

Responsibilities:

• Create a Component Interface (CI) upload tool to house Confidential ’s Intellectual Property (IP) consisting of trademarked Competency Definitions and related inventories, and then load into PeopleSoft v8.9 and then a second engagement to build a CI when ePerf, eLM and HRMS tables changed drastically.

Confidential - Detroit, MI

PM - EPERFORMANCE/ eLM/ HR INTEGRATION and

Responsibilities:

• Perform Needs Assessment. Scheduled and led workshops that identified requirements. Completed Functional Specs. Defined MSS and ESS security needs for more than 16,000 employees.
• Configure ePerformance 8.9 including: text catalog, performance templates, and development templates. Perform Delta analysis between 9.0 ePerformance and 8.9.
• Conduct in-house for core team. Translate Development materials into Mexican Spanish.
• Spearhead the RFP process for a competency library and related IP from national vendors. Performed fit gap on PDI content after selection.
• Perform requirements gathering for Competency and Development data conversions from Lotus Notes system into ePerformance and eLM.
• Develop and Testing Strategy. Assist with change management methodology / migration of code and projects from DEV to PROD. Address load balancing, Patch and bundle, architectural infrastructure, and parallel development. Coordinated with Global Payroll team.

Confidential - Long Island, NY

PM - ePERFORMANCE/HR INTEGRATION

Responsibilities:

• Performed Needs Assessment. Scheduled and led workshops that identified requirements. Completed Functional Specs. Provided 9.0 Gap Analyses.
• Configured Competency Management and ePerformance 8.9 including: text catalog, 18 performance templates and 1 development template. Developed Strategy and Pilot Testing Strategy.
• Developed Captivate Content Standards. Manage team, lessons and Job Aids through the Captivate.

Confidential - Iselin, NJ

Lead - HR INTEGRATION

Responsibilities:

• Worked as a Project Management resource to coordinate HCM 8.3 projects at year end. 75% remote resource. Hired and supervised consulting staff. Created new Operations Schedule and Process Manual. BenAdmin, eLM, HRMS, Global Payroll. Projects incl: Confidential /Engelhard sys integration, bi-wkly payroll conv, new BEN providers/vendors/interfaces, (union) open enrollment, and server relo.

Confidential

PEOPLESOFT Technology AUDITOR

Responsibilities:

• Helped develop audit plan. Reviewed system security as well as data and process integrity. Provided PeopleSoft expertise on Audit team. Review project plans, previous implementation, process and procedures within University IT system. PeopleSoft Student Admin, Campus Solutions, Student Financials, and other related PS Applications.

Confidential - Pittsburgh, PA

PEOPLESOFT TEACHING ASSISTANT

Responsibilities:

• Assisted (Prof) Valerie Trott Williams and (Prof) Dr. Stephen Rau with Accounting Information Systems class (AIS) instructing students on Full Life Cycle PeopleSoft Accounting best practices and usage.
• Main responsibilities included: debugging security, facilitating labs, and leading classes as needed.

Confidential

DIRECTOR OF CHANGE MANAGEMENT - MULTIPLE PROJECT PM

Responsibilities:

• Created new area of practice for 10 year old ERP Consulting firm.
• Managed as many as 15 projects at one time. Built a new Dept. with 10 employees (5 FTEs and various other Contract resources) in one quarter.
• s include: Made annual goal of 1 million in sales in just 4 months. Clients included: Time Inc., NeuStar Corp, Confidential - Confidential for Vignette 7, RCI - Restaurant Concepts Inc. (Applebee’s Franchisee), Direct Holdings and Lillian Vernon.

Confidential - Princeton, NJ

PM CHANGE MANAGEMENT, COMMUNICATION AND

Responsibilities:

• Led for Financials 8.4./ HRMS 8.8 / Cognos EPM team responsible for the development of Foundation, nVision, Query, T&L, Projects, Contracts, PO, IN, AP, and GL materials (including manuals and job aids/QRGs).
• Managed a team of (max 10) Confidential employees and consultants to design and deliver e-books, manuals, QRGs and other documentation.
• Created a start-up practice for Change Management and . Serving the Communication, and Change Management needs for large scale technology projects.
• Clients include Time, Inc., NeuStar, RCI, Confidential, and Active International. Most implementations involved PeopleSoft Financials and HRMS. Recently completed and Confidential project for Vignette 7.
• Responsible for internal communications dealing with the implementation, cutover, security, and process changes. Design and maintenance of Confidential website for end-users.
• Drafted Help Desk Strategy and Post-Implementation Support Plan.
• Liaised with Finance and HR departments in order to capture and document changes in process and policy. Identification and development of Power Users.
• Developed and Managed Train-the-trainer to develop presentation skills of current employees.
• Created Project Plans and Schedules; managed Registration and Administration.
• Also, responsible for technical activities, establishing environments, liaising with tech support, installing tools and ad-ons, and creating security within environments.

Confidential

LEAD PEOPLESOFT CONSULTANT / FINANCIAL SYSTEM SUPPORT ANALYST

Responsibilities:

• Project Lead for Financial 8.4. Leading team responsible for the development of Overview, nVision, Query, Receiving, Requisitioning, T&E and GL materials (including manuals and job aids/QRGs), and Materials Management. Solely responsible for the development of a post go-live program that included monthly offerings and new hire instruction for entire UPMC Financial Staff.
• Created and managed the first UPMC PeopleSoft-specific website that contained schedule, / help documentation, downloads with procedures, an online survey and online tutorials.
• Member of UPMC Cognos Administration team. Certified as a Cognos (Business Intelligence Product) Author trained in Visualizer, Framework Manager, Metrics Manager, and ReportNet.
• Helped standardize Consolidated Financial reporting across all healthcare entities.
• Provided Help Desk strategy and support both during, and after implementation.
• Responsibilities included establishing roles, permissions and row level security, building nVision scopes, report requests, and report layouts, establishing Batch jobs, building new public queries, monitoring system performance, unlocking journals and tables, entering system change requests, creating audit procedures, documenting business transactions, and customizing canned reporting.

Confidential -Modis IT

LEAD INSTRUCTION AND DOCUMENTATION CONSULTANT - PEOPLESOFT FINANCIALS

Responsibilities:

• Trained Lowell campus and Presidential staff in PeopleSoft Fundamentals and then delivered Financial functional for Phase II & III Implementation.
• Primary responsibilities included, the development and delivery of Train-the-Trainer for ALL University Phase II instructors (Applications included PO-Approving/Receiving, ProCard, Vouchers, GL/Journals- Commitment Control, Query, and Accessing Reports & Inquiring).
• Also called upon to edit existing materials. Aided end users in defining tables and demonstrated People Tool usage for Competency and Position Management.

Confidential - Burlington, MA

PROGRAM MANAGER

Responsibilities:

• Managed all technical, soft skills and Project Management offerings for Implementation Services (Web Hosting-decentralized). Technical included but what not limited to: Siebel eCRM, Vantive, Sun Servers, Solaris, Networking, Security, Storage and Data Center operation.
• Responsibilities included mentoring new employees, conducting Needs Assessment, negotiating vendor contracts for outsourced, delivering, designing paths, and developing all related curriculum.
• Developed an ACCESS/SEQUEL database, which was used to provide skills assessments, participation, and performance management gap analysis.
• Participated in the design and documentation in preparation for ISO 9000 . Developed curriculum for countrywide Siebel implementation.

Confidential - NYC, NY

PROJECT MANAGER, BENEFITS & HR SYSTEMS (PEOPLESOFT)

Responsibilities:

• Assistant to the SVP of Benefits & HR Systems, Healthcare Strategy Team Member-determining the future of company healthcare strategy for the next five years.
• Provided direction for projects dealing with PeopleSoft (i.e. Data Integrity/Security as it applied to Human Resources, Payroll, Benefits, Admin. and Time & Labor).
• Reviewed presentations and business plans to HR Senior Leadership Team.
• Provided critical analysis and editing of all proposals and communications prior to submission.
• Worked as an internal consultant on Project Management.
• Managed SVP staff respective to timelines and deliverables.
• Analyzed surveys to determine their relevance to Benefits and HR Systems.

Confidential - Valley Forge, PA

PEOPLESOFT CONSULTANT

Responsibilities:

• Data Mapping in preparation for June Merger, including merger Analysis to resolve headcount and integrity issues prior to merger. Identifying challenges to upgrade/sys merger PeopleSoft v5.1 to v7.5.
• Drafted PeopleSoft 7.5 User Procedures and materials to maintain data integrity up to conversion. System Testing to identify bugs within “old” system which impacted integration.

Confidential - Jacksonville, FL

SUPERVISOR & ORGANIZATIONAL DEVELOPMENT

Responsibilities:

• Managed six employees: Trainers, Contract Benefit Analyst, Admin, and Interns. Supervised/designed curricula, course manuals and other materials for 10+ technical courses.
• Coordinated revisions to Federal Employee Plan Specifics, as defined/interpreted by the Federal Administrative Manual (FAM), our contract.
• Aided in the development of an ACCESS database, which was used to provide skills assessments, bench strength analysis, and competency profiles, while tracking quality and production. (Served as a Performance Management (Review), an MBO facilitation tool, as well as an HRIS for the LOB.
• Member of Coordination Team - worked closely with Blue Cross Operations to established centralized job posting, profile and description, and behavioral interviewing guide.
• Participated on BC/BS Corporate initiative to create a formalized Trainer Program, which included compensation strategies and development plans for the OD&T Staff.

Confidential - Jacksonville, FL

MANAGER EEO/AA (INCL )

Responsibilities:

• Analyzed data; prepared narrative for distribution of annual company Affirmative Action Plans. Maintained job group assignments, census job category definitions, census MSA assignments, facility assignments and weight factor for AA Plans.
• Investigated, documented and researched claims of sexual harassment and discrimination. Worked with legal staff to respond to formal charges and litigate, where necessary.
• Managed internal audit and reporting processes, including the development and monitoring of Quarterly Reports. Worked with Staffing Group and ER Representatives to ensure compliance with Federal/State regs, and facilitated consistent application of Diversity and Employment Best Practices.
• Continued responsibilities for PeopleSoft Implementation Team including Systems Testing, and One-on-One development and delivery for new features as well as phased implementations for Multiple Business Units