David Helstowski Email and Phone Number

Consulting and advising clients active in mergers, acquisitions, and divestitures. Inclusive of multiple ERP, CRM, PLM application migrations. Database integrity and cleansing. Resource management of newly acquired, gap analysis, defining and documenting roles and responsibilities.

Accomplishments: Effectively trained, mentored and guided SME (business and technical) managers while acting as product owner-team lead. Brought multiple complex SDLC / Lean projects to closure within schedule and budget. Selling and Fulfillment NetSuite of Applications 9.1 Managed challenging personalities in stressful situations with positive outcomes (Supply Chain and Engineering). JAD and JAR sessions with Service, Supply Chain, Procurement, Robotics Team, Shop Floor, Production, Quality Assurance, and Materials Management. Led and developed scripts for SIT and UAT sessions.• Proficient completion of multiple projects with numerous internal and external dependencies, complex / multiple scopes, a high level of risk requiring detailed mitigation plans, multiple integration points with external integration related to legacy functional capabilities, new business process re-engineering of key resource assignments.• Technologies: Agile, Waterfall, Prince2, ADP, Kronos, INFOR, JDE, JD EDWARDS, NetSuite, Drupal, JIRA, SailPoint, SAP, Identity IQ, MS SharePoint, Office365, Guidewire, Oracle, Remedy, Six Sigma. ServiceNow, Marketing, Sales, Big Data, Cognos, Sterling OMS, Microsoft Suite (Project – Server & Desktop), Visio, Excel, PowerPoint, SharePoint, Office 365).

• Accomplishments: Creation and execution of roadmap to match NetSuite’s 100 Day implementation.• Focus on eliminating use of mis-aligned installation of QuickBooks, Cleansing (prior to migration) of usable data, construction of a meaningful chart of accounts, instill discipline, assure OMB - A122 regulations, and Sarbanes – Oxley (SOX) Governance. Performed as Business Analyst, Systems Analyst, Root Cause Analysis, Value Stream Analysis. SME to extend system usage outside of the Accounting Department. • Technologies: Agile, Waterfall, Prince2, Oracle, NetSuite OneWorld ERP System, Nonprofit Mid-Market Edition, ERP Cloud Configurator, Inova Payroll, Quick Books, Microsoft Suite, Risk Management, Quality Management, Microsoft Suite (Projects, Visio, Excel, Word, Power Point, SharePoint, Office 365).

• Accomplishments: New deployment of HighRadius™ Integrated Receivables platform; optimized cash flow through automation of receivables and payments processes across credit, collections, cash application, deductions, electronic billing and payment processing. HighRadius Collections Cloud automated and optimized the credit collections management process to improve collector efficiency, minimize bad debt write-offs, improve customer relationships and reduce DSO. Product Owner and Solution Lead for Digital Finance portfolio, which includes utilizing robotic process automation, cloud migration, and leading analytic and visualization suites. Goal to eliminate 100+ A/R Full-time positions • Technologies: HighRadius (Cloud, Integrated Receivables, Collections), SaaS, CA PPM, SAP, Ariba, SFDC, B2B, Oracle, Treasury, Accounting, Accounts Receivable, Collections, API’s, Role Based Cloud Rules, ServiceNow, Microsoft Suite (Projects, Visio, Excel, Word, Power Point, SharePoint, Office 365).

• Accomplishments: Provided comprehensive migration from legacy Siebel to Cloud Salesforce CRM – enterprise planning, coordination, and recommendations to J&J internal IT; WebSphere and/or WebLogic application servers, performances against PMO key indicators. Oracle EBS, Sterling Selling and Fulfillment Suite of Applications 9.1.• Co-creating and launching enterprise CRM – pushed out to tablet, iPhone, Cell Phone to maximize utilization of new e-communication channels. Design Engineer of Sprints, User Stories, Wireframes, Project Requirements, Charters, BRD, SOW, WBS, KPIs' Metrics and Dashboard, Training Materials and Web related content, Content and Branding, UAT and SAT Scripting Delivery; Quality Assurance, and Lessons Learned Documentation. • Technologies: CRM, Salesforce, Force, Agile, SCRUM, JIRA, Cloud, Clarity, Fieldglass, Atlassian, GIT, JIRA (Core, Enterprise, Software, Service Desk), Confluence, Bamboo, Bitbucket, SVN, Stride, Trello, Jenkins, Rally, Capital Stream, Selenium, ServiceNow, Guidewire, Microsoft Office 365, SDLC, Waterfall, MDM, Master Data Management, Metadata, PIM, eDIM (Enterprise Data Incident Management), FLU/CFs, Data Quality, Health, and Data Governance, ServiceNow, (POS) Proof of Concept, Executive Dashboard 360 Reporting, Tableau, DOMO.

• Accomplishments: Concurrent interdependent Work Tracks. Scope of work encompassed multiple business departments and spanned across multiple portfolios. Selected for key task team ‘re-think’ and ‘re-do’ process flow.• Primary driver of project plan, including changes to project plan and resource schedules, escalation point for Project Team and Customers. New Web development for Sales and Marketing based on SEO specifications. MS Dynamics implementation, MS Dynamics for Operations (D3FO) Cloud Version, Oracle EBS Suites, Point of Sale (POS).• Technologies: Microsoft Dynamics AX & Infinity, MS Great Plains, Retail Point of Sale (POS), New Software Development, SDLC, API’s, Microsoft suite, Excel, PowerPoint, Access, Tableau, Qlik, RF Laser and Label Printing.

• Accomplishments: Provided JDE solution implementation, configuration of bill of materials, new design of chart of accounts, based on package enabled processes with minimized customization for JD Edwards and IBM Sterling Order Management's. Million Dollar savings realized due to prior lack of accountability.• Full visibility to the work portfolio both planned and in-flight, Workflows to manage approvals, integrated financial view of portfolio (effort, budget, time horizon), Single point of access for forecast and actuals; No repetitive entry of data across spreadsheets/tools, Standard templates for delivery planning, Historical actuals to improve analysis.• Technologies: Guidewire, Oracle, JD Edwards (9.1), GL, AR, AP, CAPEX, Cash to Order. JDE SCM Inventory.Management, Procurement, TIBCO, Logistics, Sales Order Management, RF Smart (front end to JDE) 3-way match, Distributed Scaled Agile Framework (SAFe), SharePoint, ADP Globalview, Workday, eTime, and Kronos.

• Accomplishments: AS-IS and TO-BE Business Process Modeling Process for SAP IT System currently utilized to manage Finance, HR, SAP (HANA), human capital management (HCM) software (Success Factors, Logistics, SAP-ECC, Plant Maintenance, Supplier Management, Warehouse Management, and Quality Assurance Process (QAP) using HP Quality Center. Lead Program Gate and Advanced Product Quality Planning (APQP). Engineering and Production Scheduling breakdown: JIT, Repetitive, Discrete, Job Shop, Process (batch), and Process (continuous).• (BPMN 2.0) detailed and documented BOM requirements from Reverse Engineering output and Customer Validation Cycles. KSAs, OPC, Departmental Operation Runbooks, Requirement Doc’s and Mock-ups. • Technologies: Ariba, BPM – ARIS AS-IS Business Process, Meeting Facilitator, SAP (ECC, HCM, SRM, SCM, CRM, PI/PO, PLM, BI/BO, SAP Solution Manager, SAP Netweaver Suite, Extensive experience in User Stories, Wireframes, Project Requirements, Charters, Plans, SOWs, WBS, KPIs' Metrics and Dashboard Reports, Power Point Presentations, PDM, PIM and IBP roadmap, WinPIM 8.2, Agility Multichannel, SAP BOB, SAP HANA, SAP Hybis.

Reporting to the CFO and working in coordination with the CIO and IT team members serve as Agile Project Manager for the implementation of Microsoft Office 365 and Dynamics CRM, Prioritization of projects, “streamlining” workflows in MS CRM Dynamics 2011/2012/2013 and Dynamics AX V4. • Create quality / project management plans; oversee project design to ensure compliance with federal and state laws, and Chambers’ criteria, codes, and regulations. Acted on behalf of the business owners and product owners to laisse the needs to the Scrum Development Team and assure product delivery.• Ensure that the solution architecture complies with enterprise architecture and its associated security, technical and quality standards. Training on AX Applications: G/L, A/R, and A/P. Advised leadership on potential strategies to reduce need for customized software and best practice.

• Accomplishments: Implement, MetricStream, an automated SaaS Healthcare Governance Risk and Compliance solution. Manage complexities and breadth of (NHR) National Health Care Reform Compliance; automating workflow between business and compliance office, and centralizing NHR / Federal Issue Management.• Accountable for Executive Communications including status reporting, financial reporting, risk, opportunities. Responsible for creating and managing external and vendor relationships (including the SOW and managing to implementation (deliverables and schedules)

• Accomplishments: Payment Services Program Deep Dive; Assessment of current Payment Services. Gain a consistent frame work was used to capture feedback and validate the processes, and leading industry practices.• Organizationally, perceived roles and responsibilities and actual roles and responsibilities are not aligned. There is no single IT resource that is responsible for the delivery of the program. • The solution directors owned most of the activities that impacted execution and are best position to have the greatest influence on delivery. The separation of IT activities into three functional areas: Plan, Build and Run Operating model covers both IT Solutions and Infrastructure & Operations. I mentored full-time resources, shared service teams, subject matter experts, and 3rd party contractors or consultants on new concepts.• Revise Steering Committee governance policies, to drive behaviors, to alignment to key decisions made.• Technologies: CRM, Salesforce, Force, Agile, SCRUM, JIRA, Cloud, Clarity, Fieldglass, Atlassian, GIT, JIRA, SVN, Jenkins, JIRA, Rally, GreenHopper, Puppet/Chef Vagrant, Selenium. Guidewire, Microsoft Office 365, SDLC, Waterfall, Cognos, MicroStrategy, QlikView Master Data Management, Metadata, Quality and Data Governance

Leading multiple Microsoft SharePoint and MS Dynamics CRM AX implementations working closely with Corporate CIO’s and CFO’s. Architecting overall system implementation and managing a team of off-shore (Philippines, Pakistan, and Afghanistan) .Net Developers migrating from Sales Force to MS Dynamics CRM, Microsoft SharePoint 2010 / 2013, Exchange Server, and Nintex Cloud Services. Single point of contact for clients, actively engaged to resolve business issues and concerns, developing project plans, milestones, critical path dates, management of internal and outsourced resources, Master Data Management (MDM), change control, political and technical issues.

• Accomplishments: Product owner, single point of contact - internally and client facing activities. The Xerox Photo Enforcement Systems: DOT Red light enforcement & speed enforcement CrossSafe™. Azure Cloud Management with EMC. Custom Software Development (CSD) and analyses of legacy DOT applications. Big data Cloud interactive on-line, extremely high-volume Giga & Tera transactions. Major implementation of EMC ATMOS, migrated Centera • Technologies: Agile, Waterfall, Scrum, Microsoft Office 365, SDLC, Clarity, Master Data Management, Metadata Management, Data Quality and Data Governance, Portal and Enterprise Integration, DMS, CMS, Portal, UI Design, Big Data Search, Web Analytics Integration, DW / Reports, ECM Design, content types, properties, metadata, taxonomy, workflows, user group roles, publishing, content / data aggregation, Azure Cloud

Responsible for Business Intelligence (Single Golden Data Source – Retail and Credit Cards) Data Warehouse. Ensuring all project success factors are delivered and maintained at optimal levels to enable success of the programs. Coordination business SMEs and IT alignment, directing program/project management process execution, in attainment of single view executive dashboard of Accounts Receivable to Payment Collections. Agile, Iterative, and Waterfall Project Management Methodology utilized to develop granular WBS, project plan cost/benefit analyses, and feasibility studies. Architect-ed requirements process flow, system interface design, risk analysis; detailed actions to ensure customer satisfaction and quality assurance levels.

Accountable for coordinating the global technology resources within the project model and deliverable's for the SDLC – System Development Life-Cycle. Total business accountability for new front-end E-Commerce Interactive Debit Point of Sale Initiative; $18 Million Smart Phone (Android, iPhone, Tablet) Application for Bank of America Card Customers. New application interfaced with most facing customer back-end legacy applications. Worked hand in hand with Business Owners in Charlotte to build / schedule the technical component interfaces and data exchanges; within a real-time environment.

Management of internal and Keane resources - new web based application development and migration of legacy mainframe systems to client server architecture. Management of the entire project life-cycle from project definition/scope through implementation. New web based. NET development, application design and architecture, and client facing focus.Employed SCRUM and PMBOK project management methodologies. Identify, coordinate, and manage resources and key stakeholders for project. Change management throughout the cycles.Managed all communication plans, training, and documentation. Delivered projects on time, at/under budget and within scope. Communicated project status (Clarity/Maximo) to all stakeholders on a regular basis throughout the full life-cycle of the project.Contributions: Initial deployment of Microsoft Dynamics CRM, re-write / migration of legacy shipping mainframe (green screens) to Java & .NET web-based applications, and Rail Train Crew Management - FRA Government audit process improvement and regulatory compliance application modifications.

Utilized ETL (Extracting, Transforming, and Loading) for the data staging and integration process of data migration from PeopleSoft 9.0; cleansing, synchronization, and consolidation into corporate-wide Oracle BI (OBIEE) data warehouse - data marts. Involved with initial global implementation of NuView Systems Inc. HRIS Application with Booz&Co. (Booz Allen Hamilton). Migration from Peoplesoft HRIS Application and legacy bolt-ons. Worked closely with stakeholders to identify gaps, documented business rules and functionality requirements for reporting and analytical needs.Through JAD sessions mapped data, data element definitions, metadata attributes; and ODBC identification of required master data. PeopleSoft 9.0; cleansing, synchronization, and consolidation into corporate-wide Oracle BI (OBIEE) data warehouse - data marts.

• Multi-year deployment of Convergys HRIS SAP application and managed relationship for Johnson & Johnson. Responsibility for 90 COTS Vendors within 11 countries. Played a key role in relationship management and monitoring of global Third-Party Vendors and application providers. Contract review, coordination, and issue management for Administration, Payroll, Benefits, Training, Recruiting, Talent Management process and MDM application interfaces. Project scope $1 Billion / 10-year HR Outsourcing initiative - SAP ECC 6.0. Supplier facing activities such as Engineering Design, Sourcing & Procurement or customer facing interactions across multiple channels and markets.• Teamed with product development to integrate customer data into new products portfolio satisfaction.• Technologies: ADP, Taleo, Microsoft, SAP, Ceridian, Sage, Success Factors, Sum Total, Citizen’s, Allstate• Payroll, Benefits, Training, Recruiting, Talent Management, Insurance, Property & Causality

• On-site (Stuttgart, Germany) for analysis and documentation of Mercedes-Benz (Daimler) PIM, MDM, Manufacturing/Assembly, Bill of Materials, Product Structures, Engineering, Supply Chain, Logistics, and miscellaneous downstream systems and processes to determine standardization and integration with Chrysler Systems and Applications. • Lead risk meetings for bug triage, product design, interfaces. JAD and Kaizen sessions were completed documenting “As-Is” Chrysler work streams, departmental business flows, application and database touch points created into ARIS models. Accountable as Program Manager to build credibility, establish rapport, and maintain communication with Chrysler and Daimler stakeholders at multiple levels. • The new BoM environment must fully support the primary business processes at Chrysler, e.g. the Product Creation Process, fulfil customer Order Process, After-Sales Process, fully support the typical work-share between an Automotive OEM and its related Tier 1 - Tier n suppliers, during the engineering phase as well as during the series production phase and the after-sales/service phase.• Together with the new BoM system and the PDM environment at Chrysler will be harmonized with the application set used at Mercedes Benz. The BoM application(s) must work properly together with the new PDM environment in an integrated manner globally.

Six Sigma Black Belt (DMAIC, DFSS, & Lean)Global IT Business Process Management (BPM) International Manufacturer of engineered fastening systems, assembly technology, and application engineering services. Subsidiary of Textron Inc (Bell Helicopter, Cessna Aircraft, Greenlee, Jacobsen, and E-Z-GO golf carts. 10,000 employees, customers in 150 countries.• Launched company-wide standardized supply chain and procurement application improving and gaining effective communication across 30 global operations. $2 million savings and 65-person reduction by implementing standard performance metrics and governance disciplines, resulting in $30 million in intra-business synergies – Inventory, Logistics, Transportation, Warehousing, Distribution.• Responsible as senior Business Process Management (BPM) and lead Black Belt for corporate-wide $5 million and 30 location implementations of Enovia MatrixOne (PLM) Product Lifecycle Management.• Management of eight concurrent Six Sigma project teams; off-shore resources, outside consultants, and internal experts building common change control processes with engineering, implementing enterprise common NP&SI (New “Manufactured” Product & Services Introduction) for adherence of ITAR, SOX, QS9001, APQP & PPAP. Documented savings to corporation $8 million dollars; based upon the strategic roadmap and formal gated project reviews with senior management. • Recruited to spearhead company growth strategy into Europe (EMEA) and Latin America (LATAM). Integration of mergers, acquisitions, and joint ventures - Business Intelligence of Mass Data Management, Big Data, PIM (Informatica) Product Data Management, New Product Introduction and full responsibility of product data collaboration and synchronization across all corporate systems, giving suppliers, sales and customers a single shared view of the data. Integrated with QAD and data warehouse solutions.

International Manufacturer of injection-molded plastic components for automotive and consumer products. 2,500 employees: 25 plants and engineering centers within North America and Europe.Director of Information Technology· Reporting to the President/CEO, recruited to manage overall Global IT function (distributed and centralized) including data center management, vendor relationships, technical support, application development, financial monitoring, business systems / applications, voice & data networks, EDI, help desk, training, security, and disaster recovery. Managed direct activities of 25+ staff and 60 indirect.· Introduced and managed in collaboration with business users an IT Portfolio Management Process to capture ERP related business requests, prioritize the requests in line with corporate strategy, IT Roadmap, Oracle, and JBA / AS400 best practice capabilities.· Provide leadership from the IT organization in association with business, to deliver improved business processes and increased utilization of already deployed ERP functionality – Utilization increase 50%.· Improved operational data integrity and quality tracking by managing the implementation of barcode and scanning for the shop floor functions of parts validation, label error-proofing, receiving, shipping and physical inventory. Slashing manual and redundant processes by 50%.· Managed the re-engineering of dealer direct automotive service parts distribution, enabling daily delivery of 650 line items at a sustained 98% success rate.· During my first three re-negotiated and re-structured with incumbent vendors for desktop, computing hardware, and voice equipment leases resulting in annual cost savings of $320,000.

 Senior level IT manager with overall responsibility for enterprise-wide project/program management portfolio. Managed department with 100+ professionals to focus upon implementation and support of E-Business solutions ERP; BaaN, SAP, Oracle, Peoplesoft, ADP – Payroll, PDM-Metaphase – Windchill, and management of custom software. Management support of sites in Turin, Italy, Paris, France, Romania, Poland, and Spain. Recruited to spearhead company growth strategy into Europe and Latin America. Integration of mergers, acquisitions, and joint ventures - IT team members, software systems, applications, assets.  Prepared and executed an PMO / IT strategy that reduced administration costs and direct labor costs while realizing 28% in sales over first calendar year. CMM and ITIL Project Management techniques. Upgraded technology personnel effectively eliminating external consultants, saving over $480,000 on a recurring basis. Executed a culture change and transitioned IT to pro-active business mind-set. Instituted single data entry into BaaN ERP System, establishing automated process that supported vital functions including production scheduling, inventory control, and material release - order management. Instituted bar code scanning - data entry into BaaN ERP System, establishing automated process that supported vital functions including production scheduling, inventory control, material management.

Director of Corporate Information Technology - EnterpriseInformation Systems Director - Corporate Manager of Corporate Materials - Manufacturing Project Manager, Corporate Systems Systems Analyst, Corporate Systems Programmer - Analyst Director of Corporate Information Technology, Career progressed to high-profile newly created senior IT position with responsibility for $64 Million Budget and 200+ global IT professionals. Managed explosive growth of new facilities, plant startups, and integration of mergers and acquired corporations. Built strong IT architectures to align technology solutions with SAP ERP business goals during both business expansions and consolidations. And Corporate SAP HRIS System and Engineering PDM (PLM) Application and Engineering Systems Management.  Manager of Corporate Materials/Manufacturing (Supply Chain), Streamlined manufacturing and assembly plant operation, planning, coordinating, training, mentoring, and applying lessons learned; documenting policies, procedures and best practices.  Developed measurable company-wide standard reporting system for customer delivery, supplier delivery, premium freight, JIT inventory levels and established corrective measures for performance / adherence audit. Worked closely with Corporate Quality Department to obtain Q1 and ISO certifications and awards.