PROFILE

Over fifteen years experience in the industry, and over ten years experience with various ECM suites. Background includes experience in all phases of solutions and systems development including gathering of requirements, creating detailed solution designs, designing and implementing document and ECM systems for Intranet and Extranet, interfacing with clients during all phases of the project lifecycle, assisting with project scope management, developing project implementation plans, and updating work plans and change requests. Also, possesses extensive experience with creating written deliverables, and managing system test cycles. I have directed and managed the development process for several consulting projects, leading teams of up to five developers. This experience has allowed me to act at every phase and level of the discovery, design, and development process, especially in situations where multiple and dynamic roles are required.

WORK EXPERIENCE

Managing Consultant,

Confidential

Selected Project Experience included:

- Confidential

• Designed and implemented a customized SharePoint content management solution for the organization's Real Estate investments management group, to replace their legacy Peracon CMS. The new solution manages documents covering the over 600 Properties owned at any one time by the organization, and is accessed by both internal users, and selected external users through a Forms Based Authentication Extranet Portal.
• Notable functionality included: Managed Metadata and Folder based classification, custom Group By Views driven by the multi-level Managed Metadata taxonomy, complete feature compatibility with the Colligo family of products for SharePoint, allowing enhanced offline use of the CMS content on laptops and mobile devices.
• Notable technical achievements included: use of SharePoint Workflows to drive the Managed Metadata processing in the Group By Views, extensive use of MSSQL, PowerShell and Axceler FileLoader out of 5 evaluated migration tools for the migration of content and metadata from Peracon into the new system.
• Notable project challenges included navigation of: ill-defined, rapidly changing requirements, complex financial sector and information security regulations, and tight deadlines.

Confidential

• Designed and participated heavily in the implementation of a Captiva to Documentum electronic and paper form capture and workflow system as a first phase in an extensive document automation effort at the Company.
• This system featured extensive use of: Captiva InputAccel, Dispatcher, custom .Net code modules and scripts for Captiva, Captiva's Documentum Advanced Export Module, and Documentum BPM Workflow Processes integrating with Documentum Taskspace. Particular challenges included: capture of all electronic and paper form metadata, resulting in custom Documentum object types containing over 200 custom attributes and the development of an XML based configuration infrastructure to define how the metadata was to be captured and mapped.

Confidential

• As part of a larger Content and Content Strategy Assessment, conducted an Index and Content Management ICM toolset comparison and evaluation for the company.
• Based on the company's particular content cleanup and classification needs, evaluated and presented EMC Source One Kazeon, and Active Navigation.
• A third ICM toolset, Soletta Seek was also presented. The multi-part, multi-day demonstrations delved deeply into how the toolsets could address the company's particular requirements and use cases, using representative samples of the company's own fileshare content.

Confidential

• As part of a larger effort to an Open Text content management system, developed and implemented custom tools to migrate 50GB of content scanned and electronic documents and DBText metadata into Open Text.
• The custom developed tools used the LeadTools image processing and OCR packages to merge individual scanned images into multi-page PDF/A files, and extract and expose indexable text in these files to support full text indexing in Open Text.
• A particular challenge was accounting for dirty and sometimes cryptic numbering schemes for image files to be migrated into one document.

Confidential

• Worked as the Project Manager of the effort to clean obsolete and unneeded files from the shared network drives of the National Archives and Records Administration.
• The effort used two major content indexing and cleaning tools: Soletta and Active Navigation. Particularly challenging was the organization and tracking of the hundreds of mapped drives, departments, and Subject Matter Experts, all working on their own individual timelines.

Confidential

• Conducted an in-depth discovery and analysis of the client's existing business records repository system implemented in Documentum, to arrive at a recommendation as to whether the client should upgrade the system to the latest version of Documentum, or migrate the system to SharePoint 2010.
• The analysis required deep feature, design and performance knowledge of both Documentum and SharePoint, especially with respect to the extensive degree of customization implemented and required by the client. In addition to attention to technical detail, this engagement required a constant awareness and accounting of the bigger picture , and a higher level sense of the potential effort and risk both short and longer term associated with various design and implementation options.

Confidential

• Implemented custom auto-classification functionality for the client's new Records Management system in the context of the client's large scale migration of Records Management to a Documentum 6.5 sp2 system.
• This extension of the base Documentum Retention Policy Services added the automatic linking of new and changed records into the appropriate fileplan folder based on document type and other metadata, directed by rules encoded in an XML file. Once linked to the appropriate fileplan folder, linked Retention Policies would be automatically applied to the document, enforcing business logic of the client's Retention Schedule.
• The functionality included both a periodic processor that handled new and changed documents every 5 minutes, and also a batch processor that more efficiently handled the large numbers of documents hundreds of thousands to millions in the migration.
• The development required work with: Java in Eclipse, multithreading and synchronous threading in Java, TBOs, SBOs and applications in Documentum DFC, the Documentum RPS API, XML DOM and XPath, scripting and cron jobs in Solaris. Particular care had to be taken to work around issues from RPS applying Retention asyncronously.

Confidential

• Conducted a detailed content evaluation, using the Active Navigation suite, over several large filesystem content sets, in preparation for the migration of content management to SharePoint.
• The evaluation required not only the rapid technical installation and configuration of the suite and use of the suite to conduct detailed crawls and analysis of the content for categories, metadata, duplication and linkages, but also the comprehensive gathering, analysis, evaluation, and documentation of the results, delivering a concise, detailed, and compelling final report that, among other things, highlighted possible migration issues that would not otherwise have been discovered as early in the migration planning process.
• Some advanced reporting required analysis of raw data outside of the Active Navigation toolset.

Confidential

• Worked on planning and implementation of the migration of a large 1TB data and content legacy EMC eRoom implementation to two proprietary CMS platforms.
• The engagement involved not only eRoom expertise programming in the eRoom SAAPI API , but also: assisting in target system setup issues, and planning and scheduling, including effort and timeline estimation taking in multiple factors data extraction rate, transfer rate, etc. .
• A particular logical challenge was mapping the richer data structures of the eRoom system to the more basic data structures of the two target systems.
• A particular implementation challenge was migrating one particular Room that contained more content than the temporary disk space available to write the content to.
• A particular project challenge was the process of getting system and data transfer access in a timely fashion in a large multilayered multisiloed organization.

Confidential

• Worked on a Web, Enterprise Content, and Records Management proof-of-concept in SharePoint 2010, built on a tight timeline with minimal requirements guidance.
• Worked on the: SharePoint VM environment preparation, POC design, implementation, client installation, and documentation, using the SharePoint UI, SharePoint Designer, and the SharePoint Management Shell PowerShell .
• Among other things the POC featured: Content Queries retrieving content from across Site Collections, search results filtering using configured Managed Properties, shared metadata, Site Columns, and Content Types using the Managed Metadata service.
• Also designed and implemented during the development process but not featured in the POC was the use of Managed Metadata branching Term Sets to elegantly implement context dependant metadata choices metadata driving the choices of other metadata .

Confidential

• Worked to create training modules on the subject of SharePoint 2010 before its general release.
• Researched the subjects of these modules and worked with various VM implementations of the SP2010 stack to create not only slides and audio scripts for two training modules, but also content for several other modules.
• This work required: writing for the student perspective, explaining complex topics by assorted methods including analogy , consolidation, and summarization of complex ideas.

Confidential

Selected Project Experience included:

State Legislature

• Led a solution recommendation project to evaluate and recommend solutions to address the deprecation of the EMC Documentum DFC .NET PIA, which the client had used deeply in extensive custom code.
• Led the project, doing technical hands-on research into solutions, comparing possible solutions, writing up extensive documentation on the recommended approach and reasoning behind it, and working with the client to demonstrate that all the client's extensive .NET PIA code would work under the recommendation.
• A particular challenge was working with the latest beta versions of a third party Java to .NET bridging solution. This required extensive interaction and consultation with the third party's technical resources.

Leading Integrated Building Products Company

• Worked as the technical Lead in the migration of the client's Foremost Records Management system to Documentum Records Manager 6.5, with overall responsibility for all Technical and Design aspects of the project, and technical coordination of a four person project team, including a third party subcontractor doing the low level data migration. The Foremost legacy system was the records management backend to the company's custom built .Net records management system, which had additional custom fat client, Web Service, Windows Service, SQL database components.
• All these pieces had to be made to work with the new Documentum system. Extensive Service and Web Service redesign was required. I led this redesign, guiding the coding process and solving the more difficult logical issues.
• Designed and implemented the Documentum configuration needed to, among other things, implement Foremost concepts not native to Documentum.
• Researched and designed custom WDK configurations to implement custom search results in Documentum Webtop, Documentum Administrator, and Documentum Records Manager Administrator.

Also wrote the Solution Design Document, QA testing scripts, and knowledge transfer documents.

Confidential

• Worked as a principal Developer in the effort to migrate the client's public website content management system from Serena Collage, to Oracle UCM.
• Particularly challenging was the extraction of metadata and binary and text content from the undocumented Serena Oracle database tables, in a created Oracle 11g VM sandbox system into which an archive of the client's entire Serena Oracle backend tablespace was dearchived. This required knowledge of Oracle management, Oracle SQL, and Oracle PL/SQL.

Confidential Worked as the Technical Lead and Developer for the client's configuration and feature enhancement of their eRoom Tracking Database system.

Led and did principal work on: detailed discovery, design, implementation, deployment, and support. The engagement required extensive knowledge and use of the eRoom SAAPI.

Confidential

• Worked as the Technical Lead and Developer for the client's Autonomy Meridio configuration and their content and metadata migration from their Captaris OpenText Alchemy legacy system into Meridio. The content and metadata exported from the Alchemy system were imported into the Meridio system using the Meridio Enterprise Document Capture package.
• Using this Autonomy recommended approach required deep knowledge of the undocumented functionality available in this package, including the extraction from compiled code and explication of the undocumented governing XML Schema.
• The migration design also had to account for data mappings and data value conversions from the legacy system to the new system. The design of the Meridio configuration had to deal with Meridio limitations concerning lookups and multiple data values for metadata attributes.

Confidential

• Worked as Technical Lead and Developer on the client's EMC Documentum Retention Policy Services RPS 6.0 sp1 implementation.
• Integrated RPS functionality into the client's extensively customized Documentum content management system. This involved major customizations, including use of unpublicized Documentum techniques and APIs to implement, amongst other desired functionality, non Retention Manager triggered automatic classification of Documents in the Fileplan with the attendant automatic application of Retention based on metadata changes.
• Implementation also included creation and maintenance of extensive Operating Procedures documents for installation, deployment, and maintenance of OOTB software and custom developed components.

Confidential

• Worked as a Developer on a project with a major Content Management Software Vendor, implementing the label printing functionality of the vendor's Physical Records Management product.
• This involved in depth work with the vendor's custom Content Transformation Services CTS 6.5 Plug-in, and development in their latest Web Services and CTS Web Services.
• It also involved extensive interaction with the Vendor's technical development staff and understanding and utilizing their coding and build practices.

Confidential

• Served as Technical Architect and designed and implemented a flexible, scalable content management system for a major federal government agency. Intended initially for four groups in the agency scattered over multiple geographic sites, the system was designed to be expandable to other groups.
• Participated in every phase from the original development Documentum system installation, through Requirements Gathering, Solution Design, Project Planning, Project Management and Execution, Implementation, and Deployment.
• Directed and coordinated a team of developers provided by the client during implementation. I provided extensive knowledge transfer, both hands on and remotely, to client personnel.
• Used the standard Documentum 5.3 sp5 suite, including Documentum Client for Outlook, Records Manager, Retention Policy Services, and Workflow Manager. The system had to be configured to read Documentum Value Assistance information from an external Microsoft Access Database which required extensive research into the interaction between Documentum, MS SQL, and MS Access.

Confidential

• Served as Technical Lead and helped develop an enterprise-wide video content management system for a major Canadian television network. The system was intended initially for streamlining human workflows for the processing of long-form video content for broadcast, and was built to accommodate integration with external video catalog systems at other networks and organizations, and accept other kinds of video content promos, raw footage, etc. .
• Directed and coordinated a team of developers provided by the client and provided extensive knowledge transfer.
• Used the standard Documentum suite, including Digital Asset Manager DAM , Web Development Kit WDK , Audio Video Transformation Services AVTS , and the Primary Interop Assembly for the development of .NET Windows Services.
• The system had to closely integrate with the Harris Paradigm Video catalog system, the Avid Interplay Video Content Management System, and Telestream FlipFactory. All this required sophisticated customization of the DAM/WDK user interface using WDK, JSP, Java Servlets, and JavaScript.

Confidential

• Heavily involved in the design of an enterprise wide, multi-site video archive system for a major US television network. The system was designed initially to archive all local broadcast news video, historical and ongoing.
• Major features included storage of video content at local TV station repositories and replicated in a central company network repository, integration of Documentum with a large mobile videotape digitization system, integration of Documentum with EMC Avalon, and retrieval of full video and video clip files through integration with Telestream FlipFactory.
• The design of the system required extensive customization of Documentum to implement needed functionality and integrate with third party products. Frequent, in-depth technical interaction with third party engineering resources was required to adjust and adapt products for this new use of Content Management for video. The design process also involved heavy use of UML Use Case methods.

Confidential

• Worked as the Technical Architect on the design and building of an image and video content management system for a major advertising house.
• The engagement involved Documentum and Documentum AVTS customization, with special attention to the creation, use, and quality of video proxies. It also required considerable interaction with, and understanding of, Telestream FlipFactory, and its interaction with video codecs and AVTS.

Confidential

• Worked as the Technical Architect on an extensive department by department Documentum design effort at a large 20k users and rapidly expanding >20 company acquisitions per year plumbing supply distribution company.
• This engagement featured in-depth discovery, requirements gathering, and the creation of technical design documentation detailed enough to pass directly to any experienced Documentum development team. It also required API and Web Services coordination and integration of Documentum with PeopleSoft, Captiva, Adobe LiveCycle, Interwoven TeamSite, and Business Objects Crystal Reports .
• The resulting design included extensive use and customization of Documentum MTS/CTS/DTS and the MTS queue, Site Caching Services feeding to Interwoven , WDK for Webtop/DAM and Outlook Client , BOF/TBO, BPM/BPS, and ERoom.
• Significant aspects of the design included modules to support the check-out and check-in of entire folder hierarchies and complex business logic governed automated document assembly from chunked content.

Confidential

Led and participated in a development team in design and production of a video management system for a Public Broadcasting network, incorporating workflow management of raw footage, production footage, and finished video, both in whole and in clip form. This engagement included extensive work with Documentum AVTS.

Confidential

• Served as Technical Lead and led and participated in the design and production of two separate multi-site, enterprise wide Documentum asset repositories for two major educational publishers, handling both atomic assets images and structured assets XML . The systems formed the central asset backbones for their respective organizations, and thus had to support all aspects of present and anticipated human and automatic workflow for content acquisition, searching, assembly, review, and delivery.
• Responsibilities on these projects included requirements gathering, technical advice hardware sizing, etc , design detailed design specs , use case and test case design, task breakdown and effort estimation, and full technical documentation.
• Participation and role extended to all project phases: presales, planning, implementation, delivery, and continuing support.

Confidential

Led and participated in the design and production of a re-implementation of a Documentum based automated publishing system for a comprehensive wealth management company. The engagement involved significant customization and integration of Documentum with FrameMaker, requiring both Java, and C for the FrameMaker API.

Confidential

Served as Developer and participated in the design and production of an automated content acquisition, assembly, and rendering system for a major financial publisher using Documentum's XML functionality, Oracle XSQL, several layers of XSLT transformation, and FO.

Confidential

• Filled the role of Developer and participated in the design and production of a multiplatform automated content layout and rendering system driven by the Documentum content management and assembly system for a major National and now Global Bank.
• The system required synchronous and asynchronous connectivity and data transfer between Solaris and Windows systems, extensive use of Java on both platforms, programming in a proprietary LISP-like rendering engine language driving Quark XPress, and coordination, signaling, and data transfer between all these pieces using HTTP, SFTP, and the Documentum API. This was all successfully delivered under an extremely compressed, lockdown enforced timeline 2 months from main coding start to installation .