Innovo Consulting is a Sacramento-based company that delivers end-to-end solutions for complex IT projects. Our team has expertise in Business Analysis, Technical Architecture, Software Development Life Cycle, and Project Management.

thinkAhead, Inc is a professional services company providing technical sales and recruitment support to organizations..

Responsible for providing PeopleSoft onboarding guidance for Fi$Cal 2019 PeopleSoft Release - California PeopleSoft Financials 9.2 installation (Fi$Cal). Project successfully deployed 9/2019• Significantly contributed to getting department to fully close period 1. (subsystem module close and allocations) • Subsystem module close through current period• Identified Accounts Payable errant voucher entries causing reconciliation imbalances• Identified Office Revolving Fund (ORF) advance types that were created incorrectly causing reconciliation imbalancesProcurement• Provided guidance on updating Year End procedures in Fi$Cal to accommodate for client’s continuous appropriation encumbrances• Updated processes between Budget and Procurement staff for streamlined processes, removing analog workflow, and revised coding.• Deployed Buyer’s Workbench process and delivered training for procurement staff• Led meetings and created procedures for implementing Requisitions process for the subsequent fiscal year.• Delivered queries and reports to aid in SABRC data cleanupAccounts Receivable• Worked through issues with new SCO Deposit Slip / Automatic Remittance functionality. Aided in correcting errant deposits as well as daily reconciliation procedures.• Aided in creating procedures for AR Salary Advance clearing using Open Item Key.Accounts Payable• Created workflow chart to assist in correctly selecting and entering ORF vouchers. • Led cleanup effort to remove various groupings of mis-converted vouchers (coding, voucher styles, system issues)General Ledger• Deployed Excel upload functionality to dramatically reduce month end close processing times while also improving month to month journal line accuracy

Responsible for providing PeopleSoft guidance to conversion, configuration, and business process activities for 2018 Release - California PeopleSoft Financials 9.2 installation (Fi$Cal).Project successfully deployed 8/2018• Significantly contributed to getting department to fully close period 1. (subsystem module close, labor, allocations, PFA, GL reconciliation). One of the first 2018 departments to accomplish this.• Subsystem module close through period 3.Accounts Receivable• Worked through new SCO Deposit Slip / Automatic Remittance functionality. (Resolved issues due to non-remitted monies, transition week corrections due to uncleared collections account change, pre and post Deposit Slip functionality errors)• Developed business processes for Advanced Collections (Direct Journal to Unearned Revenue, Receivable creation for Unpaid receivables in new fiscal year, $0 Deposit to move monies from Unearned to Earned Revenue)Accounts Payable• Developed business processes for Dishonored Check handling (AP Buyback Voucher, AP SCO Refund Voucher, AR Dishonored Check Receivable, AR Cashiering Direct Journal of SCO Warrant)• Developed business processes for group parking reimbursement (General Cash Refunds Clearing Voucher, SCO employee payroll lumpsum parking payment, reconciliation)• Resolved issues related to CalATERS travel reimbursement double entries (AR Deposit slip entry, payment application, monthly GL reversal of duplicates) OnBoarding Activities• Assisted in development of As-Is and To-Be Process Flows• Led discussions in Chart of Account setup and ultimately developed department COA schema• Assisted in configuration activities for PeopleSoft Labor Distribution, AR, AP, GL• Provided guidance in Departmental Workflow, Security, and Role Mapping sessions• Aided in Conversion Activities (joining extracts, merging datasets, building finalized output)

Responsible for providing PeopleSoft guidance to conversion, configuration, and business processes for 2016 Release - California PeopleSoft Financials 9.1 installation (Fi$Cal). Assisted in upgrade and transition activities to 9.2.Project successfully deployed 9/2016• Led discussions to identify department specific changes and impacts for PeopleSoft modules and workflows• Mapped existing CALSTARS business processes to new PeopleSoft functionality• Provided guidance to department module configuration activities• Developed Pre Go-Live tools such as End-to-End transaction documentation for both Accounting and Procurement divisions, onsite demo/testing environments, and department specific user test scenarios• Created Post Go-Live training documentation to record department specific processes • Assisted in Department User Test and End to End Integration Testing• Assisted in Department Production configuration tasks• Ongoing Support: Helping the department establish or maintain Project Costing Budgets / Projects / Activities on an annual basis

Responsible for providing knowledge transfer, training, and implementation recommendations for new PeopleSoft Financials 9.1 installation.• Created Client Business Process to PeopleSoft Process Maps• Reviewed and responded to Change Control document proposals• Provided cross module training to department leads for site-wide training• Provided recommendations to customization inquiries by showing / configuring functionality in demo PeopleSoft environments• Setup and installed PeopleSoft demo environments

Lead Functional Consultant responsible for stabilizing initial deployment of eProcurement 9.1,performing upgrades, configuration additions, and customizations to Supplier Contracts 9.1,building new DVBE module for state compliance, and fit gap and test execution for sitewide 9.2 upgrade.eProcurement• Managed System Test / User Acceptance / End to End testing and resolved supply chain / budget related issues• Reconfigured existing configuration to expand functionality (Change Requests)• Process Mapped and expanded on workflow functionality• Developed test scripts and training documentation • Project successfully deployed 7/2014Supplier Contracts • Designed bolt on customizations to enhance system usability without compromising core functionality • Enabled Purchase Order linkage to Contracts and enabled PO workflows• Developed custom workflow notification to expedite processing times• Customized field entry to reduce keystroke errors• Created design documents and process maps• Project successfully deployed 9/2014DVBE Customization• Statewide mandate to report on all small business and disabled veteran spending created need for bolt on functionality to capture spending. • Expanded Accounts Payable module to include entry points for subcontractor spending / categories• Expanded Supplier Contracts module to capture DVBE/SB/MB Contract commitments • Developed Reporting Pages by Category and Summarized levels• Project successfully deployed 12/20149.2 Upgrade• Tested functionality for 9.2 Procure to Pay modules spanning eProcurement, Supplier Contracts, Purchasing, Accounts Payable.• Worked with SMEs to triage and resolve 9.1/9.2 related issues or customization conflicts• Project on time for 10/2015 deployment

Lead Functional Consultant responsible for gathering requirements, design, and development coordination of Accounts Receivables within PeopleSoft Financials 9.1 for a healthcare client consisting of more than 60 regional operating units.• Project successfully deployed 11/2013.• Led functional requirement gathering meetings to develop business analysis / functional requirements document • Oversaw and managed workloads for offshore developers throughout project• Designed customer interface to integrate with client’s existing patient scheduler• Configured Receivables module and Distribution Accounting Receivables • Conversion of over 300,000 unique receivables• Enabled and Configured multiple Payment Application streams including Express Deposit, Excel to CI, and Cash Drawer• Developed Billing and Payment interface documents• Trained multiple AR / Billing departments• Developed queries, reports, and reconciliationsCustomers • Customer web messaging interface • Designed customer interface to process and load customer demographic data from five separate client databases in near real-time access utilizing Integration Broker• Conversion of over 100,000 unique customer entities

Lead Business Analyst responsible for solution design and development of Payments and Collections (Dunning and Delinquency programs) within PeopleSoft Financials 8.8. Project entailed compatibility and functionality modifications to integrate new transactional system with client’s existing PeopleSoft financial system.• Project successfully deployed 9/2011.• Led and participated in various user requirement, functional design, and technical design meetings throughout development lifecycle• Oversaw and managed workloads for three developers throughout project• Significantly contributed to both functional and technical design documents Payments • Mitigated misapplication of receivables and misappropriation of funds across bank accounts through use of various online validations• Substantially reduced cashiering workload for payments needing research with online system assisted application logic tools• Retrofitted Payment Predictor algorithm to accommodate for multi receivable application thereby accelerating payment application times by several days• Worked directly with Citibank to transition client’s electronic banking system from Metavante to Citibank • Implemented new lockbox payment and returned EFT solutions for an estimated monthly volume of 10,000 electronic paymentsCollections • Modified Condition Monitor process to work with both short term and longer term installment type receivables. Installments that were due on the same date would have receivable information consolidated onto a single dunning letter resulting in reduced call volume for confusion relating to parted out receivables.• Expanded Collections functionality by allowing collections to set complex inclusion and exclusion rules for various receivable categories• Created custom Delinquency process to penalize customers based on invoicing periods. Program introduced concept of “penalty levels” and events that would trigger upon reaching such levels.

Functional Consultant responsible for leading implementation of Billing, Collections, and a Pension bolt-on customization to Accounts Receivable.• Project successfully deployed 3/2008.Billing• Automated monthly and quarterly invoicing through use of Installment Billing, leading to the replacement of manual invoicing (both entry and printing)• Streamlined Billing workflow by consolidating Invoice Types and reworking the corresponding templatesCollections • Configured Condition Monitor process to generate call actions and dunning letters for late paying customers• Establish companywide configuration of interest penalties for Overdue Charge process to induce more timely payments from customers• Customized Statements process to meet client’s need of creating invoices that displayed prior billing period activityAccounts Receivable / Customization (Pensions and Long Term Receivables)• Designed custom payment process for pension (longer term receivables)• Integrated pension payment system with Receivables through use of PeopleSoft Lockbox• Developed customized payment application process to logically apply payments against a volume of 15,000 pension receivables monthly• Developed customized payment interest process to recalculate and adjust interest and account balances for each payment made• Improved existing customizations of manual payment entry, resulting in a 50% reduction in keystrokes for cashiers• Constructed reconciliation tool to aid in Fiscal Dept in monthly transactional reconciliation (Mainframe to Middleware to PeopleSoft AR to PeopleSoft GL)

Resolution of issues arising from both domestic and international offices, giving consideration to multiple business units, multiple currencies, and multiple tax structures (VAT/GST).• Lead functional member of project team working closely with PeopleSoft developers to design and deploy a CyberSource-based integrated credit card solution within Peoplesoft, resulting in a reduction of 100 hours of monthly AR credit card applicationRe-implementation of Receivables • Analyzed requirements of (Automatic) Entry Type / Entry Reasons using gap/fit methodology to redeploy Payment and Maintenance worksheet functionality• Reengineered payment application through Lockbox Banking implementation (two separate PGP flat file implementations with two banking entities)• Assisted in design, testing, and deployment of Payment Predictor to automate payment application thereby reducing manual application by approximately 50%

• Developed a multi-arrayed MS Excel workbook to automate GL reconciliation processes• Accelerated journal and check processing from one week to one day• Reconciled twenty year old petty cash ledger involving research of Open Item Keys

• Automated daily cash receipt reconciliation through Excel workbooks• Assisted in converting company to Peachtree Accounting 2003

• Created sector analysis toolset through integration of Smith Barney NexGen live ticker feed with Microsoft Excel• Researched and created stock analysis reports

• Implemented a Returns Department / RMA procedures at a remote distribution center allowing the company to effectively eliminate two years of returns buildup• Recovered $75,000 from unrealized returns opportunities• Established standard operating procedures for new internet web order initiative

• Led college-wide workshops in Microsoft applications as well as Internet security • Resolved computer issues for on-campus students (Approx. 1000 students)