SUMMARY:

• Over 20 years combined experience as a PeopleSoft Confidential consultant and project lead. Subject matter expert of all PeopleSoft Confidential modules including v9.2, specializing in implementations, upgrades and production support. Experienced in leading teams through project management life cycle from requirements analysis, system design, module configuration, conversion mapping, report and interface design, technical specifications, all phases of testing, end - user training, compliance management and business resumption planning.
• Significant expertise as an HR, Compensation, Benefits, Time & Attendance and Payroll practitioner specializing in leveraging technology to achieve business objectives and process improvements through strategic adaptation of PeopleSoft application functionality to meet business requirements.
• Experienced in deployment of business process transformation through various organizational model including: shared services, decentralized services and outsourcing.
• Experience with a broad range of global, multi-state and unionized business environments in both the private and public sector, including: health care, higher education, financial services, manufacturing, entertainment and government.
• Proven track record in managing multiple project teams by applying best practices in project management principles to achieve the strategic goal of the organization. Significant team leadership skills and effective communicator across project teams, executive sponsors, stakeholders and user communities.
• Expertise as a solution architect and trusted advisor to business process owners undertaking major business process transformation, including strategies to avoid costly customizations, achieve critical success factors, user adoption, change management and post implementation optimization.

EXPERTISE AREA:

• Workforce Administration/Core HR
• Position Management
• Health & Safety
• EEO Reporting
• Profile Management
• Base Benefits
• Benefits Administration
• HIPAA EDI/Carrier Interface
• Benefit Program Analysis and Design
• Base Compensation design
• Merit/Mass Increase Processing
• Step Progression
• Variable Compensation
• Total Compensation Reporting
• Incentive Plan Design
• Salary Plan Analysis and Design
• Job Codes and related attributes
• Compensation Rates and rules
• Rules - driven Component Defaulting
• Payroll processes
• Time and Labor
• Commitment Accounting
• GL Interface
• Talent Acquisition Management
• Candidate Gateway ePerformance/eDevelopment
• Skills and Competency Management
• Career Planning/Succession Planning
• Profile Management eComp/eComp Manager Desktop eBenefits ePay ePerformance
• Learning and Development
• Automated Workflow and Approvals (AWE)
• Security
• Application Designer
• PS Query, SQL
• Component Interface
• User Productivity Kit
• Group Build

PROFESSIONAL EXPERIENCE:

Confidential

Project Lead

Responsibilities:

• Key point of contact with the central project team for functional system design review and feedback cycles. Participated in systemwide CRP’s and all in-person sessions and work groups.
• Collaborated with Staff, Academic and Health System stakeholders to capture, analyze and document local business requirements.
• Led extensive Fit vs Gap Analysis of local business requirements to systemwide functional system designs and configuration documentation across HR, Compensation, Absence Management, Time & Labor and Payroll modules. Designed gap resolution alternatives. Reviewed recommendations with business process owners, project advisory groups and leadership steering committee.
• Guided business process owners and SME’s through multiple cycles of functional specification reviews.
• Documented system enhancement proposals for campus leadership team approval, outlined issues and alternatives and provided recommendations for customization or adaptation in support of local business requirements.
• Communicated cross-functionally to ensure alignment of business requirements with interface development and data conversion validation teams.
• Participated in systemwide initiative to develop reporting requirements and reviewed report functional designs.
• Led an extensive analysis of systemwide business processes. Drafted a local inventory of business processes and a high level roadmap to identify process dependencies, inputs and outputs.
• Conducted detailed impact analysis to assess change complexity, required approvals, control requirements, policy or Labor impacts.
• Led collaborative sessions with campus leaders, business process owners and Staff, Academic and Health System SMEs to analyze, re-engineer, map and document future state business processes and workflows.
• Developed As-Is and To-Be cross walk documents to facilitate concept translation for user communities.
• Coordinated collaboration sessions with the Shared Services Center to discuss error handling and escalations, communication protocols, hand-offs and data completion requirements at the transaction level.
• Coordinated design review and feedback of data conversion specifications with Staff, Academic and Health System SMEs.
• Participated in data validation activities and coordinated legacy system research.
• Document data conversion related issues and coordinate resolution with SMEs. Analyzed data exceptions and coordinated data cleansing activities, campus outreach for cleanup and to communicate processing changes to stakeholders.
• Conducted numerous Business Process Workshops, information sharing sessions and Readiness Forums focused on supporting department stakeholders through their internal business process impact assessments and redesign efforts.
• Designed and developed a Readiness Planner that included a set of tools to support department transition readiness efforts, such as: Getting Started Outline, Understanding the Project Objectives and Benefits, How to Translate Current State to Future State Business Processes, Managing Local System Remediation.
• Developed an online repository ‘Collaboration Tool’ to enable department stakeholder’s access to all business process presentations, tools and related collateral.
• Conducted regular Transition Readiness Checkpoints to enable stakeholder’s to communicate their level of readiness and confidence.
• Designed security strategy to align with transactional process requirements and approval workflow framework for management within the existing security infrastructure.
• Orchestrated campus-wide effort to identify role assignments by transaction groupings, including levels of approval.
• Conducted system training sessions to prepare testers and provided support.
• Submitted defects, supported defect management and coordinated re-testing efforts.

Confidential

Hospital Acquisition and Expansion Lead

Responsibilities:

• Documented key business requirements and led fit vs. gap analysis. Conducted system functionality demos.
• Led conference room pilots with stakeholders from both organizations to identify and map requirements into production systems
• Coordinated functional design, application configuration, conversion cut over plan, data mapping
• Created functional design specifications for ePerformance, TAM, person profiles, manager dashboard and other self-service modules. Designed templates, documents and approval processes. Designed process routing for evaluation from initiator through reviewer and Central HR before updating employee records.
• Created functional spec on keeping the person profile and non-person profile in sync using batch process. The job specific, core competency and licensure were automatically updated for employees based on their job profiles.
• Created functional spec on TAM and ePerformance to update training completion and triggered EIP to update their profiles once training is completed.
• Staged data for establishing job openings and tying applicants (Internal Vs External) to opening and going through the interview process, routing the resume to hiring manager through making offer and acceptance of offer until hiring employee in the PeopleSoft HR.
• Designed strategy to create new positions and align complex compensation requirements for certifications, differentials, shift rates, step progression, etc.
• Coordinated remediation requirements for Kronos timekeeping systems to align with PeopleSoft Confidential requirements
• Designed data conversion strategy for PeopleSoft HR, compensation, benefits, competencies and payroll
• Validated benefit plans and family coverage and dependent information from their HR files and cross-validation with vendors for billing purposes
• Produced reconciliation reports for core HR, benefits, compensation and payroll. Worked with presentation of conversion and error reports to help users correct the data on their old system and minimize data errors during cutover
• Collaborated with technical resources to build data transformation and translation rules

Confidential

Implementation Lead

Responsibilities:

• Acted as the Implementation Lead and best practice Advisor to the project
• Led PeopleSoft 9.1 Upgrade Requirements including extensive analysis and decommissioning of invasive application modifications.
• Performed strategic assessment of business process alignment concerns
• Defined milestones for assessment of the success criteria developed for the Program
• Coordinated technical assessment of gaps, customizations, interfaces and reports. Evaluated all custom development and program retrofit requirements. Identified gaps and provided solutions to the module. Heavy focus on enabling self service capabilities.
• Configured PS Time & Labor and deployed integration strategy with Kronos for time collection across disparate business units nationwide
• Designed complex Payroll customizations to accommodate Union agreements, retail requirements and state-by-state regulations
• Restructured PeopleSoft Configuration for Benefits Administration to reduce errors, improve stability and reduce support
• Implemented PeopleSoft Workflow and Self Service functionality for HR, Benefits and Payroll
• Implemented HIPAA EDI 834 for Health/Welfare Carriers and Established integration points between HR/Benefits and 3rd party TPA’s
• Implemented PeopleSoft Retro Pay, Retro Deduction, COBRA and Benefits Billing Administration
• Restructured PeopleSoft Payroll configuration and implemented Commitment Accounting to support specific funding reporting requirements
• Created job templates for various jobs posed on the internal and external career site using TAM Gateway.
• Designed workflow for position request from department chair and escalation to HR department and having it approved from Budget. The system was designed flexible to add approver ad-hoc to fit in the requestor needs.
• Gathered requirements on ESS and MSS modules and designing the business process for clients to request a requisition for open position, compensation, promotion and transfer of direct reports.
• Self service enhancements included: deriving PS job codes based on the commission and the Non-commission compensation, derived differential pay based on job code, associated licenses and certifications by position
• Created workflow notification for position request and position change request on title change and department change.
• Gathered requirements on personal profile section of the employee self service application where employee can be able to update their personal information - Name, Email and phone numbers and emergency contact. Also gather requirement around manager self-service functionality like manager view setup, change/termination process setup, print/download/save functionality of the forms.
• Built the work flow matrix which identifies the groups or person receiving notification during approval process. PeopleSoft roles where used while identifying the person during approval chain. Functionality was added were managers or HRBP can approve or reject the request through emails.
• Worked on Global setup of the manager and employee self-service based on job code, salary plan admin and grade for various countries. These also include their payroll currently setup and pre-retirement or termination reimbursement criteria. Also designed the Admin desktop for the HR admin to query the database on error reports so that necessary actions can be taken. Admin could also maintain approval matrix or cancel the notification process.
• All requirements where entered in the requirements traceability matrix, built using modular approach and for identifying solutions for each requirements.
• Established variable compensation within the stock admin module for the benefit pay outs on an annual basis.
• Led restructuring of payroll attributes and processes required for GL integration to SAP Financials
• Managed integration, user acceptance and parallel testing efforts to include test script development, resource management, defect resolution and communications.

Confidential

Solutions Architect and Project Manager

Responsibilities:

• Monitor and track progress, reporting against timeline, scope and resources
• Ensure that project charters are in alignment with the strategic direction of the organization
• Facilitate identification and management of project risks
• Interface between functional and technical teams, and stakeholders and senior management to ensure linkage, adequate communication and effective issue resolution and impacts that might affect the ROI
• Provide guidance in developing Change Management plan
• Coordinate functional fit vs gap analysis. Coordinated technical assessment of gaps, customizations, interfaces and reports. Evaluated all custom development and program retrofit requirements.
• Evaluation of business rules to support design and configuration of HR, Compensation, Benefits Administration and Payroll tables and processes.
• Redesign integration strategy with up/downstream systems including: GL Reporting, Time/Attendance, Labor Distribution, Grant Tracking and Nurse Scheduling.
• Implement additional modules to leverage PeopleSoft functionality and automate manual activities including: ePerformance, Talent Acquisition Manager, Payroll Confidential and Retro-Pay calculations and Benefits Administration.
• Restructured benefits configuration and redesigned benefit programs, plans and cost structure. Coordinated self Service open enrollment. Modified the paycheck layout to enhance communication of benefit costs.
• Implemented enterprise wide manager approval workflow for Performance Reviews and Job Requisitions.
• Performed analysis to identify strategic use of outsourcing to manage escalating labor costs. Contracted with specialized 3rd party vendors and achieved significant cost savings in the areas of: COBRA, FMLA and Leave Management, Retirement, Deferred Compensation, and FSA Claims Management.
• Conducted cross-functional assessment of key functional areas within HR, Benefits and Payroll to identify labor intensive, unreliable or burdensome business processes.
• Coordination of integration, user acceptance and parallel testing efforts to include test script development, resource management, issue resolution and communications.
• Completed Fit vs Gap analysis of PS Absence Management module. Submitted recommendations to management.

Confidential -

Project Manager

Responsibilities:

• Provided consulting support to internal team to successfully turn around a PeopleSoft HRMS upgrade. Performed extensive assessment and persuaded client to re-do the fit analysis. Successfully eliminated many custom solutions through enhanced utilization of delivered functionality, thereby reducing cost and allowing for more rapid implementation.
• Developed data mapping templates and conversion rules. Performed conversion via component interface.
• Designed and configured foundation tables required for core HR, Variable Compensation, Benefits and Payroll modules
• Developed prototype and conducted Conference Room Pilots with key users, IT and business process owners to confirm business requirements and achieve consensus regarding functionality and project deliverables.
• Facilitated technical design of complex customizations required to support union mandates.
• Managed test plan. Coordinated technical and functional resources in resolving issues throughout phases of testing. Provided business process documentation, queries and audit procedures.
• Implemented User Productivity Kit and customized content to support training initiatives.

Confidential

Project Manager

Responsibilities:

• Developed and managed project plan, scope, status reporting and issue resolution process
• Conducted detailed requirements analysis with key management representatives and compensation subject matter experts. Developed strategies to address gaps and issue resolution alternatives
• Led development of application prototype and conducted Conference Room Pilots with key users, IT and business process owners to confirm business functionality requirements and project deliverables
• Coordinated and performed configuration of Performance module, workflow and manager approval business rules and security requirements
• Developed and facilitated test plan. Coordinated technical and functional resources in resolving issues throughout phases of testing.

Confidential

Functional Team Lead

Responsibilities:

• Developed detailed change management plan and strategy. Coordinated business requirements analysis activities for Global HR, Benefits and Payroll business units across 15 countries in Europe, Asia Pacific, and the Americas to establish a global centralized database
• Performed cross-functional analysis of HR and Payroll business processes to meet project objectives to eliminate manual work and ensure processes are timely, controlled and cost effective.
• Managed data conversion from mainframe and auxiliary systems to PS Confidential 8.9. Developed data mapping strategy and executed data conversion using Component Interface.
• Led design of customizations to Payroll Interface and Time & Labor modules to meet cost accounting, labor tracking, reconciliation and reporting requirements. Custom interfaces and reports were developed to support 3rd party reconciliation of cost, labor and payroll expense information globally. Designed cost center hierarchy to accommodate complex organizational reporting, cost accounting, Timekeeping authorization, GL and Labor distribution reporting requirements.
• Developed strategy to accommodate extensive facility security requirements.
• Managed ePerformance implementation including workflow and approval processes. Developed strategies to automate competencies and skills requirements. Established Job Profiles and evaluation criteria. Configured HR, Compensation and eComp Manager modules to automate complex requirements for bonus and compensation program eligibility, performance appraisal processes and merit increase calculations.
• Implemented fit/gap analysis of Talent Acquisition Manager/Candidate Gateway. Developed functional specifications to address identified business requirements. Designed templates and configured Self Service, workflow and approval processes

Confidential

Functional Team Lead

Responsibilities:

• Functional Lead managing conversion and implementation from outsourced payroll to PeopleSoft. Designed and executed data conversion strategy for 40,000+ payroll in 50 states.
• Met significant effort to upgrade PeopleSoft and eliminate paper and automate transactional processes. Managed adaptations for employee and manager self-service components, including custom front ends to self-service pages for employees and managers. Established extensive workflow, approvals, worklists and notification processes on the back end to eliminate manual processes.
• Led cross functional HR, Benefits and Payroll impact analysis. Outcomes facilitated extensive change management strategy and training plan. Performed extensive Payroll process re-engineering and improvement initiatives required to adapt new system functionality.
• Managed change control process including oversight and authorization of all functional configuration and technical development to ensure compliance with project scope and objectives
• Designed control procedures with ancillary systems to include Equity Edge, AP, GL and custom Time Collection and Relocation systems.
• Designed processes to capture bonus and commission data from decentralized business unit systems. Used data staging strategy to enable audit, calculation and validation prior to import into payroll system.
• Implemented User Productivity Kit to document processing procedures and conduct online user training
• Participated on leadership team established to design, create and migrate all HR, Benefits and Payroll business processes into a large scale shared services organization. Led development of self-service and CRM/Helpdesk procedures for all Payroll processes. Led risk assessments of systems and workflow for appropriate security, management, and data integrity controls as required for SOX compliance. Developed workflows, training guides and call-routing scripts.

Confidential

Project Manager

Responsibilities:

• Developed and managed project plan using MS Project. Conducted stakeholder meetings to gain consensus on scope, key deliverables and milestones. Managed status reporting, budget and management updates
• Managed 8.3 Upgrade activities including requirements analysis, design, technical development and all phases of testing.
• Managed Benefits Administration implementation including configuration, custom development and system integration requirements
• Developed security redesign and Performed compliance audit for Human Resources and Benefits Administration functions

Confidential

Functional Team Lead

Responsibilities:

• Member of Project Management team including consultant and client project managers and technical and functional team leads. Contributed to consolidated status reporting and issues tracking. Responsible for managing functional team scope and change request procedures.
• Led sessions with management representatives from key business units to identify high level requirements and issues with current processes. Conducted conference room pilots with key users and management from HR, Recruiting, Benefits and Payroll to define business process requirements. Led Fit vs. Gap analysis. Documented gaps and provided functionality alternatives.
• Performed significant data conversion effort resulting from multiple twenty-year-old legacy systems to include up/downstream and third party systems. Coordinated payroll and benefits data conversion effort by working closely with users to support development of business rules, data definition, mapping and validation. Developed strategy for converting employee number structure from SSN to PS system generated numbers.
• Adapted configuration of rules engine to complex Payroll and Time/Labor rules including complex cost accounting requirements. Interfaced with Student Administration team as needed to address student employee and other specific requirements.
• Led extensive business process re-engineering initiative. Key business processes were designed and documented cross functionally and internally within each functional area. Outcomes were used to design customizations, workflow, control procedures and training plans. Developed quality assurance measures and reports to assist users in managing complex processing requirements.
• Participated in defining requirements and technical design of a data warehouse to support varied university reporting requirements.

Confidential

Project Manager

Responsibilities:

• Developed and maintained upgrade project work plan using MS Project. Conducted stakeholder meetings to manage scope, key deliverables and milestones.
• Managed status reporting and communications. Managed change control process and presented scope changes and customization requests to Steering Committee for approval.
• Led analysis efforts to include: Requirements, Fit vs Gap, Workflow and evaluation of existing existing 7.02 customizations to panels, SQR’s and queries.
• Developed and documented alternatives to include: implementation of new/enhanced functionality, modifications to business processes or application customization.
• Led implemented of Benefits Administration. Documented requirements, configured setup and rules tables to accommodate unique calculations and business rules. Implemented FSA Administration module. Designed strategy to utilize FSA functionality to accommodate requirements for tuition reimbursement and adoption expenses and interface reimbursement data to payroll.
• Conducted Fit vs Gap analysis of Pension Administration module. Client choose to develop custom application to support pension requirements. Designed functionality and Led implementation.
• Managed Open Enrollment project. Designed customizations to support complex union requirements.
• Implemented Workflow and Self-Service functionality for Open Enrollment, FSA and core HR and Payroll data.
• Developed security strategy and led configuration of role definitions and security classes and profiles.
• Developed detailed test plans. Performed unit and system tests. Supported parallel of full payroll cycle as part of user acceptance test.
• Trained users on 7.5 functionality and assisted with development of new workflow processes and developed user guides.

Confidential

Functional Lead

Responsibilities:

• Managed Benefits Administration implementation and project to outsource Open Enrollment.
• Worked closely with Benefit subject matter experts to identify and document business requirements.
• Configured benefit programs, eligibility and event rules.
• Designed calculation rules for retirement and savings plans.
• Worked closely with labor relations representatives to define and document union eligibility rules and time reporting requirements to improve accuracy, integrate and stabilize payroll processing.
• Assisted business managers in streamlining and tailoring processes and procedures to improve processing effectiveness.
• Conducted detailed business process analysis to determine process improvements.
• Worked with users to facilitate significant data clean-up effort. Initiated daily auditing of data and error resolution procedures.
• Managed several projects impacting payroll and benefits configuration and processing to include: change in pay frequencies, leave accrual processing, several company acquisitions and large population transfers.
• Designed and implemented new functionality to streamline and/or automate manual business processes to include: time reporting upload, retroactive deduction processing, 401(k) self-service enrollment, Carrier Interface and Premium Reconciliation, COBRA administration.

Confidential

Functional Lead

Responsibilities:

• Conducted audit and review of project plan and required deliverables on behalf of PeopleSoft Consulting Services
• Reviewed business requirements and identified best practice alternatives.
• Liaison between functional and technical teams to review and maintain functional requirements and technical design specifications.
• Managed configuration for all HR, Benefits Admin and Payroll modules.
• Tested interfaces and performed balancing activities.
• Audited test plans and scripts.
• Coordinated incident resolution process.
• Coordinated user acceptance testing activities.
• Reviewed end-user operational procedures and designed forms.