SUMMARY:

• 25+ years in technology and business software, 18+ years in ERP/CRM, always focused on results
• Proactive in leadership, consensus - building and decision-making while interacting with executive management, business operations, and execution teams.
• Facilitates senior leaders to align and agree to proposed solutions and decisions, which requires the ability to balance competing priorities and smooth contention
• Skilled at understanding complex business initiatives, assembling and managing cross-functional teams.
• Leads mixed team of business and IT staff, consultants and other resources
• Provides executive updates to senior leadership on project status, challenges and additional support required
• Provides expertise and guidance on overall project direction / focus, scope management, and change control etc.
• Works with Project contributing groups, schedules and manages interactions and tracks deliverables, contributes for team’s success
• Maintains high visibility on day-to-day activities with project team, while also ensuring sufficient face-time with key executives/stakeholders
• Monitors global project activities and cross functional resource teams to insure project is delivered on schedule, on budget, meeting business requirements, and that quality project delivery standards and procedures are followed
• Manages budget, resources and vendor relationships with system integrators, software vendors and internal services organization
• Plans and Executes complete Project Management Life Cycle for New applications / systems, Upgrades, ongoing support projects / initiatives
• Successfully delivers in Sequential PM (Waterfall) model - Conception, Analysis, Design, Development, Testing and Support
• Successfully delivers in demanding Agile environments requiring rapid delivery and continuous improvement
• Twenty five (25) plus years experience in IT with Eighteen (18) plus years experience in ERP/CRM/SFA Applications.
• Project Management, Functional Expertise (Implementation & User Support), Technical Architecture, Solution Design, development.
• Lead Rel 12 Implementation / Upgrade projects.
• Assembled and managed functional and technical teams to deliver solutions to complex business problems.
• Experienced with Oracle AIM documents and implementation practices. Interfaced with the users to define AIM documents for Business Process Architecture (BP), Business Requirements Definition (RD), and Business Requirements Mapping (BR), Module Design & Build (High level/Functional - MD50, and Detailed - MD70) documents.
• Experienced in working with the users to solve functional and technical issues.
• Expertise in business processes related to CRM apps (iSupport, TeleService, FieldService, Service Contracts, Service Request, Installed Base, Spare Parts, Knowledge Management, iStore, Depot Repair), Sales, Territory Management, Sales/Incentive Compensation, Trade Management.
• Possess sound knowledge of Accounting discipline, Order-to-Cash Process, Billing and Revenue Management, Costing and COGS, Fixed and Operating Asset Building (based on Projects, Inventory, and PO/AP) and Accounting, and Manufacturing process (Quoting, Inventory, BOM, OM, Configurator, WIP, Service Contracts, Installed Base, AR, EBTax - Tax Setup, Tax Accounting and Reporting, Events - for Sales Tax and Use Tax, GL).
• Expertise in several other business areas such as HRMS, TCA etc.
• Developed customized reports in Oracle Applications environment using Oracle Reports, Discoverer, Oracle XML Publisher, and worked on customizations using Workflow Builder, Oracle Forms, System Administration, and Concurrent Manager for Registering Reports etc. Can debug all issues independently using SQL.
• Extensive expertise in Oracle Apps data model. Worked on defining and developing conversions and interfaces.
• Developed and implemented Test Strategy for Functional (Unit, Integration), Regression testing environments.
• Expert level functional and technical skills in Oracle Order Management, Inventory, BOM, Costing, Shipping, Pricing, Install Base, Sales, Service Contracts, AR, GL and other connected modules.
• Understands current accounting and Revenue Recognition requirements

FUNCTIONAL AND TECHNICAL SKILLS:

• Oracle Applications 10.x, 11.0.x, 11i, Rel 12, Oracle Design, Development, Reporting, and Intelligence Tools
• Siebel SFA applications
• Salesforce.com applications
• Architecture, Concepts, and Processes in Oracle Customer Care & Billing - CC&B
• Architecture, Concepts, and Processes in Oracle Billing and Revenue Management - BRM and client applications (Event, Rating, Billing; Customer Center, Pricing Center, Configuration Center, Command line Utilities, Application Integration Architecture - AIA, BRM SDK and Developer Center etc.)

PROFESSIONAL EXPERIENCE:

Confidential

Responsibilities:

• Implemented Oracle R12 based solutions previously.
• Implemented Oracle Apps with extensions to manage Revenue Arrangements, Contingencies, Revenue by Period and future Revenue projections, Multiple-deliverable Price/Revenue Allocation.
• Design, develop and deliver all concurrent programs and reports for successful completion of the project.
• Expert level functional and technical skills in Oracle Trade Management (now Channel Revenue Management), Sales, Marketing, Order Management, Inventory, Costing, Pricing, Contracts, AR, AP, GL, Workflow and other connected modules.
• Understands key process flows between Oracle Trade management, OM, AR, AP, data-model, and backend workflow processes.
• Can map customer specific processes around the standard Oracle architecture. Can review APIs and standard code to decide on enhancements required.
• Understands Marketing / Sales Channel Rebate and POS Management, Budgets, Offers, Claims, Deductions, Settlements via AR, AP, Chargebacks, Third-Party Accruals, Ship and Debit, Price Protection Claims, EDI 844 Product Transfer Account Adjustment, EDI 867 Product Transfer and Resale Report processes.
• Understands current accounting and Revenue Recognition requirements, Cost of Goods (COGS) and Deferred COGS, Consignments
• Implemented Oracle R12 based solutions previously.
• Design, develop and deliver all concurrent programs and reports for successful completion of the project.
• Engage Senior Management, Sales, Finance, Operations, Accounting Teams discussing company sales revenue performance over the past years and arrive at current and future projections, classify revenue using product categories, territories, projects, customer classification and other dimensions.
• Sales Commission Planning for Outside sales, Inside sales, partners, managerial rollups etc. and plan for Commission costs.
• Quota Planning, quota allocation, and territory management.
• Establish various processes that effect commissions such as Orders, Invoices, Collections, Service Revenue considerations, Returns etc.
• Identify revenue classes.
• Identify Compensation Plan elements, and assemble plans that suit various commission groups.
• Design and develop Data Collection programs that are needed for Commission calculations.
• Develop formulas and expressions.
• Oracle OIC application setup and configuration.
• Define reporting mechanics considering security and other operational considerations.
• Run Collection, Classification, Calculation, Reporting and other customer specific processes.
• Implemented OIC for 12 different clients where Sales commissions are modeled in uniquely different ways specific to their business, which may reflect direct sales or accumulated sales, growth over quarters or years etc.
• Can setup Oracle Service Contracts for direct authoring, and/or based on Oracle Order Management.
• Expert level functional and technical skills in Oracle Service Contracts, and all the essential integration modules such as Oracle Order Management, Inventory, Bill Of Materials, Pricing, Install Base, AR, GL, Workflow.
• Understands key business process flows between Inventory Receiving, Install Base, Oracle Order Management, Shipping, AR, Oracle Service (Depot Repair and Field Service) which effect Oracle Service Contracts
• Understands the data-model, and backend workflow processes.
• Can map customer specific processes around the standard Oracle architecture. Can review APIs and standard code to decide on enhancements required.
• Understands multi-channel sales related Service Contract execution issues and solutions.
• Understands solutions for Customer Support based on Service Contract originated Entitlements.
• Understands Contract Invoicing and Revenue Recognition requirements and solutions, using standard Oracle AR and also custom setups and processes.
• Implemented Oracle R12 based solutions previously.
• Design, develop and deliver all concurrent programs and reports for successful completion of the project.
• Design, setup and customize Oracle TCA, for the most suited customer model which works across all application modules, sales and service model, and reporting requirements.
• Sales Setup (Sales People, Accounts, Opportunities, Products, Quotes, Orders, Funnel, Forecast, Performance, and analysis)
• Marketing setup (DQM, Leads, Partners, Events, Funds etc.)
• Understand and configure Contact Center (Call Center) module for best access to all customer related information across all modules, using different key parameters, for POP-UP windows.
• Integrate with IVR applications such as Genesys.
• Integrate with Oracle Common Application components: Oracle Universal Work Queue (UWQ), Assignment Manager, Resource Manager, Notes, Task Manager, Territory manager, Escalation manager, One-to-One Fulfillment.
• Integrate with Oracle Knowledge Management.
• Integrate with Oracle Scripting (for service issue determination and resolution, up-sell etc.), e-mail Center, Inbound and Outbound Telephony
• Service Request creation and management, iSupport.
• Entitlement management
• RMA, Replacement shipping Order management, Depot Repair feature integration
• Spares, Scheduling Field Service
• Charges for Services
• Design Workflows for execution of complete customer processes.
• Worked as a developer, designer, architect, and solution consultant for over 25 years, and delivered results addressing diverse cross functional system needs.
• Worked as functional expert, applications designer/architect for various challenging ERP/CRM projects.
• Built and managed a successful consulting practice, managed large delivery team, worked on designing products in a start-up mode.
• Project Lead & Project Manager to work with customers and end users in project definition, work with team members to achieve deliverables; provide training and guidance on application modules and make all the team members productive and satisfy end users’ requirements.
• Worked on consulting projects covering Oracle Applications (GL, AR, AP, FA, OE/OM, Configurator, INV, MRP, BOM, Quality, Service, Web Customers, iStore etc.), and Data Base enabled Web applications, Siebel Front Office Applications and Salesforce, and others.
• R12 Upgrade - Project definition/scoping, End-to-End Architecture/design engagements for implementation of Oracle Trade Management, Order Management, Revenue Recognition, EBTax (Sales and Use Tax)
• Framework for enablement of SAAS Enrollment, Provisioning, Billing and Revenue Management Model
• Modeling Software Licensing - Delivery and tracking via Installed Base, Service Contracts etc.

Confidential, Redwood Shores, CA

Responsibilities:

• Analyze, design and develop applications and reports, for Deferred Revenue and Revenue reporting as part of SEC Reporting, and Revenue Recast, and Revenue Re-statement. Main functional areas cover OM, AR, GL, Project Accounting (PA), Service Contracts (SC), custom Legal Contracts (LC) model. Used Oracle Application Express (ApEx), and Oracle Discoverer, SQL, PL/SQL as main technical tools.
• Support Sales and Service Operations teams, by developing data models and reports to improve Service Contract Renewals, Service Upsell, and identify SaaS business conversion opportunities, based on Oracle Apps configurations/data in Oracle OM, AR, Service Contracts, GL. Business models include Maintenance Contracts, Subscription and Usage based Contracts.
• Support various end user requirements for reporting Future Revenue, period close related report modifications, customer account, service renewal performance etc.
• Architect a process and design a solution around Oracle Receivables Invoices and Credits, and Oracle Golden Tax Adaptor, to account for China VAT Tax, while maintaining independent Cash Applications.
• Architect a solution around Oracle Channel Revenue (Trade) Management, and Oracle Partner Management to capture and process Marketing budget based on shipments, and compensate retailers for Marketing activities.
• Participated in implementing Quote-to-Order implementation in Configure-to-Order environment, covering Quoting, Configurator, and Advanced Pricing, with focus on Quoting.
• Participated in design discussions to in corporate Trade-In, Professional-Services, Cluster-Mode-Configurations, Leasing, and Direct-Model, and designed and/or enhanced MD-50 and TE-30 documents for Solution Design, B2B XML Export and Printing of Quotes. Focus was on maintaining parity with existing Siebel system.
• Provided L3 support to analyze Quoting related production issues, and worked with Process Architecture team, and Development team to find fixes.

Confidential, Oakland, CA

Responsibilities:

• Configuring Oracle Apps 11.5.10 Order Management, Advanced Pricing, Shipping, and AR related to implementing Kits fulfillment, and resolving functional and technical issues.
• End-to-End Architecture/design for implementation of R12 Channel Revenue Management (Trade Management), Advanced Pricing, Order Management to compensate Affiliate Customers, Via AP.
• Architect, Functional and Technical architecture work in Oracle Apps Rel 12
• Reviewing existing processes, fulfilled requirements, and desired features from existing operations of RMA Management for three regions APAC, EMEA NA/LA which differ in their processes and systems.
• Model unified processes, Design and architect solutions around Oracle Rel 12 modules TeleService, Service Contracts, and Install Base.
• Enable RMA creation for Customers and Partners via Oracle iSupport.
• Integrate Service Request process with Motorola Global Portal.
• Work towards transformation of Service processes for the entire Motorola Solutions businesses.
• Functional and Technical work in Oracle Apps 11.5.10
• Requirements gathering, analysis, and architecting a solution to implement Oracle Service Contracts, Install Base, within Oracle Apps architecture consisting of Order Management, Inventory, BOM and other modules.
• Sales Orders are created as Distributor stocking orders and sold to end-customers via Resellers, or directly sold to end-customers. Both types of orders may have Serviceable items, whose BOM may contain Warranty items, and Service Items. Install Base may be created with Distributor as the owner and later transferred to end-users based on POS data, or end-customer as the owner. Based on Service items (plans) Service Contracts may be created for Distributors or Resellers, or End-Customers.
• Renewal consolidation and co-termination based on custom requirements such as Sweep across customer-account or the need to include expired contracts etc.
• Functional and Technical work in Oracle Apps 11.5.10
• Requirements gathering, analysis, and design of a Custom Revenue Recognition program within Oracle Apps architecture, from Order Management and Service Contracts, Manufacturing modules.
• Revenue Recognition (RR) to be done based on VSOE, and removal of revenue contingencies placed at ‘Arrangement’, Customer PO, or Sales Order, Invoice, Invoice line Levels.
• RR also depends on cash collection for credit risk situations, delivery days, acceptance days, right to return days, and collectability based on extended payment terms.
• RR to be done on a differed schedule based on a Service Contract Billing Schedule, and Installed Base data of Serial numbers for renewal of service etc. Billing and Revenue Schedules cover complex Service Contract header level, Service line level, Item Instance level scenarios.
• Functional and Technical work in Oracle Incentive Compensation (OIC) Rel 12, and Trade (Buy/Sell) Management functionality.
• Analyzing setup changes required to make periodic changes in salesrep split commission percentages, OEM Claims Management for inventory write-downs, special deals, promotions etc.
• User Management configuration for CRM applications (Knowledge Management, iStore and iSupport)
• Functional and Technical work in OIC 11.5.9 and 11.5.10
• CRM Resource Manager configuration to reflect better use of Groups and Teams, to improve Compensation Plan definition to include multiple Revenue types based commission and MBO based Bonus, to enable Non-Recoverable (Quarterly) and Recoverable (Quarterly) Draws, all of which depend on Quarterly, Semi-Annual and Yearly elements and assignment of Resources to Plans, and managing plans at Salesrep level.
• Commission portal design which provides access of commission data to Salesreps with all the Salesrep and Manager access security controls.

Confidential, Dayton, OH.

Project Lead

Responsibilities:

• Functional work to discover gaps with different NCR’s existing Incident Management systems, Spare Parts Management, Repair Scheduling, and design iSupport implementation plan.
• Understanding NCR’s machine-to-machine Service Request creation requirements, and proposing technical solutions (APIs related) in Oracle Service applications.
• Creation of Service Requests and Field Service schedules based on Oracle Parts Management dependencies.
• Suggest solutions in R12 implementation for TCA, considering NCR unique customizations for multi-country data management requirements.
• Architect and Lead in Functional and Technical design and development of a Progress Billing and Revenue and COGS matching application in Oracle Apps Rel 12 (R12) environment. The application is designed using latest features of Deferred Revenue and COGS matching of Rel 12.
• Managed and directed a team of developers, worked with testing team and other uses to deliver a complete solution with Oracle Inventory, Costing, OM, Configurator, Shipping, AR, SLA, eBusiness Tax (EBTax), and other applications.
• Designed and implemented all the Order Management and custom processes to enter and capture Billing Plans starting from a Blanket Sales Agreement (BSA) for Contract based billing, and Sales Order based billing, managing released Sales Orders, Billing Group Criteria, Billing Groups, Billing Group Schedules, Sub Groups of lines within BGS for pre-payment terms, Calculating Picking amounts for BGS Invoicing, forms for obtaining Finance approval, custom Workflow enabled AR interface process at Group level.
• Designed and implemented all the Order Management and custom processes to manage price allocation on OM lines based on standard costs, free products, product groups to suit US GAAP requirements.
• Designed and implemented all the Order Management and custom processes to manage Title/Ownership Transfer and associated COGS movement from Oracle DCOGS a/c (Offsite a/c) to Title DCOGS a/c, and vice versa.
• Designed and implemented all the AR and custom processes to enter and manage Revenue at contract level or sales order level. The revenue is managed using various processes before or after the invoices are created in AR. Revenue is matched to COGS through standard and custom processes.

Confidential, Santa Clara, CA

Portfolio Manager

Responsibilities:

• Interaction Center (IC), TeleService, FieldService, iSupport, e-mail Center, Scripting and other core CRM components such as Resource Manager, Assignment Manager, Territory Manager, Escalation Manager.
• Worked with Service Delivery teams to define Knowledge Transfer (KT) from Business and IT SMEs, required for 11i Support process.
• Functional and Technical work in Oracle Apps business merger and upgrade from 11.5.5 to 11.5.10
• Data conversion related to Item Master, Item Categories, Item Costs, Item On-hand quantities, Customer Master, Supplier Master, Approved Supplier List, Open Pos, Open AP Invoices, Open AR Invoices, and HR AME (Approvals Manager), and Reporting in XML/Publisher, and PO Approval and PO Requisition Approval workflows, and Discoverer Business Area - Folders(views), Workbooks covering Order booking, backlog/shipment, gross margin, item details, WIP Operations, WIP Job accounting, AR Cash Flow, AP Cash Flow, Customer Trial Balance, Supplier Trial Balance and others.
• Implement Oracle 11i AR module with Deferred Revenue Recognition and Deferred COGS for Single Payment and Installment payment type invoicing scenarios. This involves using 11i functionality of Revenue Management APIs and Material Transactions Interface. The company has different Billing scenarios where customers are billed upon shipment, Immediately on Install for partial installations, Complete Install or 30 days from shipping rules. The design covers all the above scenarios for shipment and returns.
• Integrate with Service Contracts for billing of installment sales and with Install Base to derive install date which drives revenue and Cancellation scenarios.
• Implement Oracle Incentive Compensation (11.5.10) to compensate Educational Specialists, Inside Sales People, Sales Support People and others in the School House Division.
• Implement OIC based on AR transactions, and CRM Resource Manager functionality. The plans calculate Yearly Commission, and Quarterly Bonus based on yearly and quarterly quota achievement. Plan setup involves yearly Quotas with different percentages for each quarter, dynamic dimensions for rate tiers based on individual salesrep’s quota, external table mapping etc.
• Implement Oracle Incentive Compensation (11.5.9) to compensate Account Managers and Primary Care Account Managers
• Implement OIC based on OM and AR, CRM Resource Manager, and Custom process for Service Contracts.
• Oracle 11i implementation for ‘Market to Order (M2O) - Sales Finance’ applications in Oracle Apps 11i Order-to-Cash suite covering Quoting, OM, INV, Shipping, Trade Management, Territory Management, Incentive Compensation and many other custom applications.
• Understand the overall Release QA objectives and propagate them to the QA teams for M2O, and help them deliver based on the guidelines.
• Study and Design of a reporting strategy across applications.
• Reporting for AP, PO, and GL using Oracle Reports 6i, Oracle HR and ADP PCPW Payroll data in Discoverer 9i.
• Implement Oracle Marketing functionality in Student recruitment process and necessary reporting through Discoverer.
• Study and implement upgrade of Business Intelligence, HRMSi, and Daily Business Intelligence functionality.
• Study and Design of Incentive Compensation Model of Product Specialist Representatives (PSRs).
• Implement Oracle Incentive Compensation (11.5.8)
• Design and implement Resource Management functionality in CRM Administration for use in Sales Online and Incentive Comp modules.
• Established revenue recognition process as the company was switching from Direct sales model to a Channel Model. This entailed redefining Order Administration processes.
• Worked with the Sales Management, Controller, and CFO to define and design Sales Incentive Compensation Plan keeping the Company Revenue and Sales Goals for various product segments and geographic areas and channels. Set up Oracle Sales/Incentive Compensation Module.
• Setup Oracle Self Service Web Expenses Module.
• Setup Oracle HR module to record and maintain Employee, Assignment, and Benefit details. Worked with HR Manager and CIO/CFO to define the complete HR data recording needs. Followed Radford coding standards to define Jobs and identified company specific Positions and Grades etc. Worked on Data loads and data transfer. Trained the users.
• BOM setup for ATO Models.