Work Experience

President/Senior Partner Confidential

Implementation and Data Integration Consultant, Oracle Financials, Oracle Retail RMS Sales Audit Financials , Stock Ledger Financials, Invoice Match Financials, RDW, RWMS, Project Manager, Data Warehouse Consultant, Business Intelligence Analyst, MicroStrategy 7i Certified Developer Software Engineer CDSE

Author of: D'ORDS: Dimensional Operational Reporting Data Store.

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Confidential

As a Business Consultant in ReSA testing, training and ReSA Financials

• Contracted to test, integrate and train in Spanish base Oracle Retail ReSA application, custom modifications, ReSA Financials Sales Account mappings and Oracle Financials R11
• Created specialized ReSA reports to assist in data validation between Sales data and complex ReSA Totals then match that data to the Oracle Financials
• Developed and executed test scripts to ensure the Sales Audit process is accurate from inception through to downstream systems in the Oracle Financials R11 and the Data Warehouse for reporting
• Worked with the Financials team leads to identify and map the Oracle Retail GL sales to the client Oracle Financials accounts
• Created, executed and evaluated controlled scenarios to flush out mapping issues into Oracle Financials R11
• Conducted workshops with the Finance teams on how to validate and match the sales data to the Oracle Financials accounts

Confidential

• Contracted to implement and integrate base Oracle Retail ReSA application and custom modifications MODS into their Financials by:
• As a Business Consultant in ReSA and ReSA Financials, Stock Ledger and Stock Ledger Financials and Invoice Match ReIM Financials and Operational Reporting from RMS to MicroStrategy
• Created and conducted power point presentations on base and modified ReSA and Stock Ledger the purpose, requirements and planning as well as RMS Security to Financial, Business Controllers, Store Management, Business Owners and POS Technical Personnel
• Implement and integrate ReSA and mapped all Sales Totals to the General Ledger Financials System
• Created various types of sales, tender, end of day EOD Totals
• Created Bank Account clearing House BCH sales, tender and service fee totals to input from External Sources
• Implement and integrate base Oracle Retail and modified Stock Ledger Financials to the client General Ledger Financials System
• Implement and integrate Invoice Match ReIM Financials to the client General Ledger Financials System
• Assist and support the development of Operational Reports via MicroStrategy
• Mapped and configured financial sales, inventory valuations, and Invoice Match accounts payable accounts from base Oracle Retail and the modified components to the General Ledger Financials System
• During System Integration Testing SIT validated the following to the specific general ledger accounts to cover Assets, Liabilities, Expenses and Revenue:
• Internal ReSA Sales, Tax, and Tender Totals
• External BCH Sales, Tender, and Service Fee Totals
• Base Oracle Retail Stock Ledger Transaction Codes
• Mapped modified Stock Ledger Transaction Codes and Reason Codes
• Mapped base Oracle Retail Invoice Match ReIM to specific Accounts Payable AP accounts

Confidential

As a Business Consultant in Operational Reporting, ReSA and ReSA Financials

Contracted to perform the following duties:

• Analyze Operational Reporting requirements for Initial Go-Live and follow-on implementation and integration phases of the project
• Backfilled ReSA coverage for the Lead ReSA consultant
• Assist in the validation of Stock Ledger to General Ledger data coming from:
• Sales base transactions
• Sales Totals
• Inventory purchasing and transfers
• Worked with the Data Warehouse director in the mapping and development of ReSA-exported Sales data for the Operational and Analytical Reporting effort
• Consult in various areas of the Financials departments to ensure all the Financial accounts were validated and represented in the final solution
• Worked with the Oracle POS team to ensure proper mapping of sales transactions to ReSA
• Consulted with the Reporting Staff to identify the sources used in the operational reports and to document the requirements

Confidential

• As a Pre-Sales Business Consultant in Oracle Retail Sales Audit ReSA
• Presented ReSA to the project team
• Created presentation material of ReSA processing as a stand-alone unit
• Evaluated existing As-Is processing to determine how to integrate ReSA
• Created a document detailing the implementation effort of ReSA as a stand-alone operation to include scope, time and materials
• Presented information on how ReSA interfaces with client Financial applications through the creation of Totals and Rules and outlined the effort to create those Totals and Validation Rules

Confidential

• Contracted to perform as a Business Analyst and Oracle Retail Sales Audit ReSA consultant to implement and integrate the ReSA module for the Finance and Accounting FA office. Project continuation included ReSA transaction level data summarized to an account then loaded into the Financials General Ledger GL system.
• Project RMS/ReSA
• Contracted to integrate a solution to audit store transactions TLOGS before processing the data into the Legacy General Ledger system
• Suggested modifications to complete their statement of work SOW document
• As Project Manager, created Project plans and task list with the client to support this integration effort
• Created a Functional Requirements document for the integration effort between RMS/ReSA and the Legacy GL
• Created a gap analysis and presented the gap and approach to the C-Level personnel
• Create functional design documents to process differently formatted POS files into one RTLOG file for processing
• Performed user training on RMS/ReSA and what it means to all 36 associate staff in a Train the Train program designed by me
• Created daily transaction error reference documents for the process team
• Designed and produced RMS/ReSA reporting SQL scripts to capture errors after each load
• Created a training document and user guides for RMS/ReSA operations at FA
• Created a security access level matrix that defined security for the FA Process team, FA RMS/ReSA supervisor and associates
• Created Sales Audit Rules in RMS/ReSA that adhered to desired business rules
• Conducted design sessions that turned into mini-JAD sessions to achieve an expected success rate
• Reduced the error rate from 1400 Transaction errors per day to just less than 100 errors per day for all world wide locations that produced on average 2.1 million daily transactions
• Identified specific POS defects that require significant attention and test to ensure accurate results in ReSA and the General Ledger
• Created validation scripts, processes and procedures to ensure accurate results from corrected defects
• Mentored 2 FTE's to take over the ReSA and ReSA to GL Production Support
• Successfully rolled out all Retail facilities in CONUS, O'CONUS to include PAC, Europe to include Contingency Mobile Facilities
• Reduced Labor Costs by over 2.5 Million Annually going forward
• Realized Facility Sales more accurately to the amount of greater than 250K daily
• Reduced the error rate by over 66 into the General Ledger system
• Created validation scripts to ensure sales data integrity
• Established criteria for the balancing of the data between RMS/ReSA and Legacy General Ledger
• Presented RMS/ReSA and its functionality to the C-Level Staff
• Established criteria for RMS/ReSA Reporting for Operational and Analytical reporting
• Created the issues document list to manage the resolution process
• Established process steps that utilized the issues list as a management tool
• Created the initial source to target mapping document for the Oracle Retail General Ledger
• Created a design solution to integrate the RMS General Ledger tables with the Legacy General Ledger system
• Conducted go-live meetings to ensure a successful transition from Legacy to RMS/ReSA

Data Model / Data Architect

Confidential

• Data Model / Architect in a DB2 environment and SAS applications
• Contracted to design a business intelligence model for a reporting solution
• Conducted design sessions for the logical model and physical model development effort
• Designed the logical model in ErWin and reviewed with the client for approval
• Conducted several design sessions to complete the Physical Design and be ready for export
• Created the physical model as a Star Schema design in ErWin and exported the DDL for database creation

Data Architect / Project manager ODS / DWH solution

Confidential

• Directed the design and development of the Business Intelligence solution in an Oracle 10g environment and Business Objects Crystal Decisions BOCD
• Contracted to create a business intelligence solution. All milestones of the project plan were delivered to the client on time to include the live production environment within 90 days. Subsequent Phase II DWH development continued until completion.

EDW Data Architect / Data Modeler

Confidential

• Directed the Month End process improvement effort and performed as Senior Data Warehouse, Data Architect and Data Modeler.
• Contracted to perform Enterprise Wide Data Warehouse activities utilizing ErWin for Data Modeling activities, development of reporting cubes for the Medical Economics MedEcon team for COGNOS reports, managed the ETL directive to convert existing PL/SQL code into SAS code, and to correct deficiencies in the initial data model.

Oracle Retail RDW Subject Matter Expert

Confidential

• Contracted to represented Oracle Retail to install, implement Oracle Retail Data warehouse and Data Mart for the clients' Department store
• Designed, developed and implemented specific MicroStrategy Sales Audit, Store Operations, Inventory Analysis and Supplier Compliance reports

Confidential

Subject Matter Expert

Confidential

Contracted to resolve specific RDW issues in the production environment. Accomplished successful RDW 2nd Go-Live November 17, 2005 after POS data issues were resolved.

Confidential

Subject Matter Expert

• Performed a Conference Room Pilot CRP involving the Retek RDW Software package which includes the RDW reporting workbenches in a MicroStrategy environment.
• Presented the material to the Sainsbury's clothing line of business LOB Operations manager, IT Program manager, Lead Finance manager and Performance Reporting manager, as well as to the Buyers, Planners, and Merchants
• During the CRP, created a gap analysis between Sainsbury's reporting requirements and the RDW 'out-of-the-box' software package.

The gap analysis included:

• Review and identify of all the RDW metrics and the reports
• Review the client formulas and calculations to the business reports
• Estimate the number of RDW metrics that would require modifications
• Combine the appropriate RDW reports that would increase the functionality of the reports thus satisfying the client's reporting requirements
• Reviewed and identified all the metrics the client's business requirements and needs that are not in the RDW Data Mart

Confidential

Subject Matter Expert

• Completed two projects in Hong Kong for a Grocery Chain
• Convert the standard data warehouse data from an 'As-Is' 'As-Was' environment to a total 'As-Is' environment
• Successfully upgraded the client to the most current version of the RDW
• Install and implement the RDW 10.2.3 software release for two lines of business each utilizing their own instance of RDW
• Conducted reporting development workshops for each Line of Business LOB

Retek RDW Data Warehouse Manager

Confidential

Addressed production support issues for the RDW environment and RDW development issues for future releases of the Retek integration cycle

As Data Warehouse Manager

• Interviewed and hired 6 data warehouse professionals to become members of the RDW team
• Supervised a team of 6 data warehouse professionals
• Managed the on-shore and off-shore production support personnel for the RDW Batch
• Produced work schedules and assigned tasks
• Production Support responsibilities to include:
• Responsible for all data, ETL, and database issues in all of the RDW environments Production, Development, UAT and Test
• Interfaced with the RDW software vendor Retek to establish a set of procedures in the RCOM database that would enable a seamless approach to fix code and to clean up the data
• Established a set of procedures to reload reject records from the previous batch run for 29 subject areas
• Interfaced with the MicroStrategy Technical Lead to identify additional ETL procedures for new data tables

As Technical Lead

• Responsible for all RDW, RDF, ReSA batch processing
• Integrated RDF batch processing to coincide with the main RDW batch
• Addressed modified RDF and ReSA table structures to accommodate RETEK mods
• Recommended and approved RDF code modifications
• Applied RDF reporting for the MicroStrategy business reports
• Reviewed and approved all code migrated into the Production environment for new data store tables
• Reviewed and approved all new data table designs and development

As Development Lead

• Managed the implementation and integration of the new RDF module with the RDW environment
• Conducted code reviews to accommodate the RDF module modifications are in line with other RETEK mods
• Managed the implementation and integration of a new Retail business into the Retek RDW environment
• Managed the implementation and integration of a new Direct-Ship DTC business into the Retek RDW environment
• Managed the implementation and integration of existing Retail business into the Retek RDW environment
• Interfaced with QA personnel to address data quality issues during the test and integration process

Confidential

Project Manager

• Contracted to assist the incumbent project manager in the design, the development, and implementation of an enterprise data warehouse EDW and to perform MicroStrategy Business Intelligence services in a Teradata and an MSI v 7.5 environment for a major retail chain for hard line and soft line merchandise
• Performed as both Technical Lead and as a hands-on Project Manager.

Technical Lead responsibilities:

• Evaluated the Teradata data model and began integrating the reporting model with minimum modifications
• Designed and created the reports data model by hosting several business modeling sessions with the client business personnel
• Created a data mapping documents from the physical model to determine the structures of the MicroStrategy Project
• Performed a gap analysis between the EDW data model and the business reporting model to determine the reporting project effort
• Conferred with the technical team members on defining and development of the underlying physical model for performance
• Sourced legacy data to meet business reporting requirements
• Designed a Star-Flake schema outside of the data model for the MicroStrategy reporting tool to maximize drill-down and drill across processing
• Conducted code review sessions to incorporate RDF data into the EDW data model
• Conducted metrics / measure business and technical peer review sessions to verify source data elements
• Mentored the incumbent client project manager in data warehouse development, implementation, and integration
• Interacted with business analysts to define the reports development process, report functionality and reports development for performance

Project Manager Responsibilities:

• Conducted technical interviews to fill various positions on the data warehouse implementation / integration team to include:
• Technical personnel to fill the technical architecture and Extract, Transfer, and Load ETL lead positions
• Management personnel to fill the required co-project management position
• Interviewed independent personnel to fill the reports developer position
• Identified the milestones for each major section of the project plan with timelines to include:
• Technical architecture installation, and configuration
• Business reporting architecture
• Reporting team duties and responsibilities
• Legacy source extracts
• Conducted business data mapping exercises
• Identified and defined the required data model structure to enhance the performance of data retrieval in a MicroStrategy reporting environment

Enterprise Data Warehouse

Confidential

Contracted to perform MicroStrategy Business Intelligence services in a Teradata and MSI v 7i environment for a major grocery chain.

Retek Operational Data Store ODS developer

Confidential

Contracted to design, develop, and populate an operational data store ODS from Retek RMS 10.1 transaction tables and participate in a front-end tool selection to use against the ODS.

Retek RDW developer Confidential

Contracted to design, develop, and integrate a modification to the RDW v10.1 database schema and perform MicroStrategy 7.1.6 services in an Oracle environment