Objective

Help clients implement ERP systems that deliver a competitive advantage and positive return on investment.

Summary

I am a ERP systems implementation consultant and lead with experiences in a broad range of industries. These services were provided for clients in the US, Canada, Mexico and Europe.

Consulting services focus on defining business requirements, adopting system functionality to fit requirements, and delivering solutions that meets client expectations. Subject matter skills and experiences are accounting, distribution chain, and supply chain processes.

Areas of specialization are PeopleSoft inventory, purchasing, production management, cost accounting and financial applications integration. Experienced interfacing with third party warehouse management, work order and manufacturing execution systems.

In addition to information systems projects, my career includes cost accounting and financial management. The companies I have worked with practiced TQM and were ISO certified. I hold a PMP, MBA and CPA certificates.

Industry Experience:

• Medical device manufacturing
• Optical fiber manufacturing & network cable system assembly
• Advertisement Specialty
• Catalog Publishing
• Underground and surface mining
• Tele communications
• Construction & engineering services
• Electric Utility and Coal Supply
• Oil field services
• Marine transportation
• Wholesale apparel
• Educational test development, distribution and scoring services
• Semi conductor manufacturing
• Food and beverage production and distribution
• Engineered to order product manufacturing
• Electronic component assemblers
• Integrated Steel manufacturing
• Contact lens and eye care products

Experience
Confidential, - Implementation Specialist and Team Lead

AMConsulting offers ERP implementation lead and functional consulting services to clients installing PeopleSoft Enterprise supply chain, distribution chain and manufacturing systems. Areas of functional consulting specialties are inventory, purchasing, and cost accounting. Experienced with order management, general ledger and Accounts Payable, integration processes and third party interfaces.

Clients are located in the US, Canada and Mexico. The engagements included companies in the utility, advertising specialty, wireless telecommunication, steel processing, catalogue publishing, oil field services, industrial services, optical fiber, and medical device manufacturing industries.

Accomplishments

• Provided PeopleSoft version 9 production support for an integrated electronics equipment manufacturer. Resolved problems with inventory and cost accounting transactions processes to general ledger. Services included trouble-shooting errors, developing corrective action procedures and training users to become proficient with the new functionality.
• Provided business process analysis and corrective action services to resolve accounting reconciliation problems with a retail shoe seller's FIFO valued inventory and materials movement systems. The work products included analysis tools, written procedures to assist with root cause analysis and conducted training sessions about how to use these procedures.
• Participated in the requirements definition phase for a client in the advertising specialty industry. Activities covered inventory, purchasing and cost accounting functions for a 5-plant manufacturing operation. Client produces hard goods and soft goods products from single product focused factories to multi product production facilities. Activities included site visits, interviews with key stakeholders and process owners. Participated in corporate and plant accounting management to simplify work in process and product line profit reporting by transferring responsibility from the GL to subsidiary ERP Order Management, inventory and cost accounting modules. Work packages from this effort included requirement lists with priority ranking, process flow documents, improvement opportunities report and fit/gap with software.
• Performed implementation activities for the Purchasing and Cost Accounting modules. Purchasing process improvements included use of Advance Ship Notice - Receipts to provide electronic interface with brokers/forwarders for availability of product components for sale; Utilizing requisitions functions by consuming departments to streamline procurement activities; and integrating purchasing with supply planning to better match available to promise for the sales force.
• Cost Accounting process improvements included implementing a standard Cost Accounting system with product configured production order manufacturing and developing a product sales margin reporting structure that gave process owners the information to compare invoiced order margin with booked order margin for analysis and control.
• Completed a comparison of PeopleSoft Enterprise version 9.0 to version 8.8 to determine the impact on the business of upgrading the financial, distribution chain and supple suite of installed modules. The assessment included review of version 9.0 bundles 1 - 13 and side-by-side comparison of configurations, views and processes for Inventory, Purchasing and Cost Management modules.
• Provided business process analysis and fit/gap conference room pilots for a catalog publishing company evaluating using PeopleSoft Enterprise 8.8 supply chain modules for the production equipment's MRO (maintenance, repair and operations) activities.
• Documented 9 MRO business processes and demonstrated PeopleSoft inventory, purchasing and accounts payable functionality for each. Identified gaps and prepared issues list for business case development. Demonstrations used actual transaction examples to check out unit and integration PeopleSoft procure to pay, replenishment and fulfillment processes. Integration demonstrations included posting transactions to GL and running landed cost extract processes to show impact of PPV, freight and taxes on inventory unit costs.
• Provided PeopleSoft Enterprise 8.8 implementation and customization consulting services for an integrated mine, smelter and recycling metals company.
• Requirements were to deploy PeopleSoft SCM modules so that separate divisional profits from inter unit inventory transfers at transfer prices could be reported while allowing elimination of profit upon consolidation. Services included configuration validation of multiple cost profiles, inter unit inventory transfers, cost accounting transaction rules, and inter unit pairs.
• Testing billing and invoice configuration including revenue distribution types so that GL margin analysis reporting would be made for products sales. Created special bill type and Revenue distribution sets for tolling sales.
• Additional services were the design of reconciliation procedures for WIP to inventory; troubleshooting modifications to delivered production control processes and PeopleSoft; One on one training of inventory and purchasing employees on how to use Peoplesoft to do their job; and competency center support during test deployment and production phases. Provided tier 2 support for Supply chain and Order Management modules. The customization "back flushed" lot controlled component transfers from Inventory to Production with quantities identical to consumption to eliminate extra steps performing same function from Materials Issue process.
• Participated in an assessment of PeopleSoft Enterprise version 8.8 upgrade for an industry leading lodging and resort client's architectural and construction business line. Objectives to be realized were reductions in cost of system ownership by utilizing delivered functionality to replace customizations and utilizing delivered technical tools for interfaces with 3rd party systems. Operations reviewed included subcontracted activities; procurement activities; facilities furniture fixtures and equipment configuration; and guestroom and shared space construction and outfitting cost estimating.
• The assessment involved a review of current processes documents, process flow diagrams and discussion of activities with stakeholders. Matrixes were developed to identify likely PeopleSoft processes that could provide future state solution benefits. Modules fitting client business processes were Bills and Routings, Procurement, Product Configuration, Product Costing, and Project Accounting.
• Supported a big 4 partner's implementation for a telecommunication company's retail wireless communication business line. The scope of the engagement covered the supply chain and retail store processes. The work included replacement of legacy systems retail inventory management systems with PeopleSoft's version 8.8 Enterprise procurement and inventory modules.
• Services provided included fit/gap analysis, PeopleSoft 8.8 purchasing, Inventory and general ledger module configurations, setting up store/ kiosk replenishment rules, guidance on best practices interface strategies between PeopleSoft, point of sales third party applications and supply chain custom applications to transmit retail outlet cell phones, and accessory requirements to third party providers operating under service level agreements.
• Significant effort was devoted to utilization of delivered EIP, EDI and custom Component Interfaces to process 3rd party transaction into PeopleSoft as well as testing and training of retail store personnel using showroom kiosk facilities for the instruction sessions. Track and trace reports were developed to follow cell phone movement by ECN from purchase to sale as well as return to warehouse and restock refurbished units.
• Worked with a big 4 integration partner on a full FDM conversion from JDE to PeopleSoft 8.8 for a $640 million international service and specialty equipment manufacturer servicing the energy industry. Responsible for the installation of the SCM modules that included Inventory, Order Management, Purchasing, Manufacturing, Supply Chain Planning and Cost Management. Primary consulting responsibilities were subject matter specialist for Order Management and Cost Management.
• Implementation activities included analysis of current business processes, configuration of PeopleSoft, integrated conference room piloting of business processes utilizing PeopleSoft functionality, development of unit and process test scripts, rewriting test scripts to fit client end user training documentation formats, conducting train-the-trainer exercises, assisting client trainer in classroom instruction and providing post go live support.
• The Order Management deployment mode was integrated with PeopleSoft's Contract Administration and Project Costing modules to feed inventory demand from contract controlled sales orders and capture manufactured product costs at time of shipment for the client's long-term agreements. Order Management quotation functionality was utilized for non contract RFQ's when the client was bidding on short production cycle make to order products.
• PeopleSoft's Cost Accounting application was configured with the Average Cost profile to fit the client's need for valuing inventory by the weighted average cost method for purchased and manufactured items. Actual resource time and rate options were selected so the client could apply the average cost policy to manufactured products. Specialized training exercises were developed to show accountants the tools and techniques available in PeopleSoft to reconcile finished goods and work in process accounts, using the average cost profile, with the general ledger control accounts.
• Participated with a big 4 partner in a full legacy systems replacement initiative for a 3 million customer, multiple state electric and gas transmission and distribution company. The project included simultaneous installations of PeopleSoft financial; order to cash; procure to pay; and supply chain planning modules integrated with Seven Trent STS Storms work order management system and Manhattan Associates warehouse management system. Inventory configuration included 150 par inventory locations linked to multiple distribution centers with configured networked sourcing and replenishment rules. Developed functional specifications for charging par inventory consumption to capital projects and designing a sales and use taxes modification for inventory transactions between the service company warehouses and operating companies.
• Responsible for Order Management and Inventory module implementation for an 8 million pound processed metal, baled paper and recycle parts materials recovery business unit. The tasks included development and execution of work breakdown structures for the process design; system configuration; conference room pilot demonstrations; and product and business process test scripts. Utilized Container Management functionality for tracking scrap movement between collection points and the processing center. Adopted delivered PeopleSoft inventory functionality to the processed metals operations without using the manufacturing module. The Strategic Sourcing module was modified for sell side recovered materials bidding activities.
• Performed Cost Management configuration, Conference Room Pilots and testing activities. Utilized inter company expense charging functionality to record cross ledger inventory issues to operating unit cost centers. Developed reconciliation processes for inventory that included purchase order price variances and Accounts Payable landed cost variances. Provided audit knowledge and skills procedures to use PeopleSoft for reconciliations of inventory quantities and unit costs posted to the general ledger.
• Participated in end-to-end business process quality assurance program and corrective action system that included the development of over 500 test scripts, the direction of test team activities, documentation of errors, resolution of problems and redundancy testing of corrections. Worked with the clients training department to convert the test scripts into training documents and desk procedure reference books for training of warehouse personnel. Prepared training guidelines and syllabus; helped client match personnel position descriptions with appropriate PeopleSoft functional skill requirements and determined prerequisites for attending classroom training. Utilized UPK tool set for introduction and pre qualification of job training programs.
• Participated in a full life cycle PeopleSoft implementation of purchasing, inventory and materials requirements forecasting tool for a public owned electric utility company. The project included integrating with Seven Trent STS Storms work order management system for demand planning, installation of High Jump\'s bar coding system for warehouse operations, development of custom material requirements forecasting tool for purchasing.
• Significant time was devoted to test script design based on use case scenarios so that the same document used for validating system performance could be used to train end users. The project scope included interface bi-directional data transfer, cut over strategy and migration of legacy data. A triple test standard was adopted for all processes, including requisitioning, buying, issuing, payment, material movement, costing, posting to ledgers and charging to projects, to ensure 100% reliability at "go live".

New functionality implemented within PeopleSoft Inventory were expanding the ship on behalf functionality to direct charge different general ledger projects with warehouse issues and returns without having to do inter unit inventory transfers, and provide localized chart field department ID validation for separate set ID defined accounting ledgers.

• Provided a supply chain solution demonstration, bid package preparation, and order of magnitude schedule for an integrated steel manufacturing enterprise. The solution included a fit/gap report for replacing legacy system sales order entry, WIP, inventory, and costing schedules with PeopleSoft\'s order management, cost management, inventory, bills and routings, and production management functionality. Key PeopleSoft functionality that was utilized to demonstrate performance were gross margin controls in order management, lots, by-products and co-products.

Confidential,1997 to 2000 - Implementation consultant and team lead

nSight was a certified PeopleSoft implementation partner. Utilized nSights' RIM (Rapid Implementation Methodology) tool kit and PeopleSoft's COMPASS methodology for project engagements. Primary responsibilities were providing consulting services for manufacturing implementations.

The clients were located in the US and Europe. They included industrial equipment manufacturer; distilled spirits and wine processor and bottler; non-perishable and perishable food processor; achievement test developer, publisher, distributor and scorer; custom envelope manufacturer; and semi conductor manufacturer.

Accomplishments

• Participated in a manufacturing and supply chain implementations that included Red Pepper and interfaced shop floor data collection systems.
• Utilized proactive project change management techniques to help clients meet go live dates and stay in budget. Engagement practices resulted in expenditures remaining within 5% of authorized funding.
• Consulting support to adopt PeopleSoft\'s Cost Management functionality to a 600-task routing semiconductor manufacturing process. The solution allowed the client to continue using current costing practices with PeopleSoft and simplified the cost management configuration to one cost rate for all products.
• Provided inventory cut-over strategy and consulting support which enabled clients to match legacy system closing valuations with PeopleSoft opening balances for raw materials, work in progress and finished goods. Helped clients minimize conversion write-offs and ensure consistent product costing.
• Developed functional specifications for Weighted Average Costing modification to Peoplesoft\'s standard cost method for manufactured items. Functionality incorporated into PeopleSoft\'s Euro pack ERP product line.
• Participated on the PeopleSoft pre release test program as a member of the Order Management team.

Confidential,- 1994 to 1997 - Business Process Analyst and Software Implementation Consultant
Sales and implementation of MRP systems for semi conductor equipment manufacturers, electronic component assemblers, industrial product equipment manufacturers and apparel industry wholesale suppliers. Business process improvement consulting associated with installation of the software to help clients achieve desired business objectives.

Accomplishments

• Awarded project to develop benchmark performance measures and implement localization for international equipment rental and product sales company. The project resulted in greater profit performance from operating units and a 25% reduction in overhead costs by redistributing administrative activities to lower cost operating units.
• Applied end user data base applications to implement an integrated customer contact, quotation, order entry, purchasing, and tracking system for a multi product line company with outsource production. The effort resulted in a 50% reduction in quote and order cycle time and a 25% increase in revenues per employee.
• Developed affiliated ledger receivables and payables accounts reconciliation and settlement program that enabled corporate financial personnel to match related entity billings and identify missing transactions. The program significantly reduced the time to verify financial information and increased operating unit accountability.

Client List

• Stewart & Stevenson
• Sulzer and Bingham
• Asyst Technologies
• Mass Precision
• Altron
• Total Safety
• Leslie G Athletics

Confidential,- 1990 to 1994, Financial Reporting Manager
Responsible for financial reporting of a marine transportation services and vessel certification company with global operations.

Accomplishments

• Project lead for implementation of worldwide billing, accounts receivable, cash management and financial system. The initiative was centrally coordinated but distributed responsibilities for localization and implementation. The solution was proto-typed in the US and rollout to principal sites in South America, Europe, and Asia. Key performance drivers were daily consolidated accounts receivables; daily financial institution cash reporting; universal service billing codes; multiple currency service contract reporting; dual currency financial and operating statements which met local, US GAAP and taxing authority rules.
• Developed procedures and coordinated the document control and change process for financial function which conformed to ISO standards.
• Designed and installed an on-line, dual currency accounts receivable tracking and statement generation system which resulted in a 33% reduction in over 90 day receivables in the first year of operation and $5 million in 18 months.
• Implemented a point-of-service, multi-currency and multiple location billing system that reduced invoicing time by 67%.

Confidential,1983 to 1989 - Controller
(Division of Reliant Energy, formally Houston Lighting and Power)

Responsible for financial and operational reporting of a coal transportation and supply operating unit. Managed staff of forty professionals and specialists. The financial services provided were payroll, accounts payable, customer billing, project accounting, fixed assets, financial and regulatory reporting, budgeting, operational reporting and income tax.

Accomplishments

• Directed the financial reporting function that resulted in unqualified audit opinions and a minimum of quality weaknesses.
• Evaluated and implemented integrated services business software system valued at $1 million that reduced workflow time by 30%.
• Simplified accounting activities that saved one person-month of work and eliminated most of the overtime.
• Participated in the creation of an operating unit\'s business plan and performance goals that resulted in improved customer service, increased employee cooperation and shortened transaction cycle time.
• Member of information system development committee with responsibilities for the information system master plan. The plan objectives facilitated faster operating and performance reporting by reducing processing time by 30%.

Confidential,- Accounting Supervisor, Contract Administrator
Accounting and contract administration responsibilities included reporting results of engineering service and construction projects, preparing proposal cost estimates and reviewing contract agreements.

Accomplishment

• Coordinated the implementation of a time entry, payroll and labor distribution system for a multiple site business unit which resulted in lower support costs by eliminating duplicate data and activities.
• Participated in contract negotiations for engineering services and construction projects.

Confidential,- 1973 to 1974 - Cost Accountant

Responsible for reporting financial progress of long term contract revenue and profits for precast concrete engineering and contracting company.

Accomplishments

• Prepared job order cost accounting subsidiary records and reports from incomplete source documents.

Confidential,CPA\'s - 1972 to 1973 - Auditor
Confidential,- 1969 to 1972 - Aviator

Education

• MBA,
• BA, Accounting
• BA, Physics & Math

Certification

• CPA