California State University Los Angeles, Bakersfield, Cal Poly Pomona, East Bay and San Bernardino - Functional Consultant - PeopleSoft 9.0/9.2 Quarter to Semester Conversion Conducted Fit-Gap and Design sessions and created documentation including detailed Fit-Gap and scope decision documents, project plan, Configuration and Business Process Guides. Responsible for Quarter to Semester design recommendations, build, testing matrix, inter-module considerations and dependencies. Developed communication strategies for Q2S conversion and FA switch from Summer Header to Trailer impacts for internal staff, departments and students. Demonstrated and assisted in the implementation of areas of SF not being utilized and newer functionality. Streamlined Business Processes. Automated several manual processes. Coordinated efforts between inter-module impacts between SR and SF to correct business procedures surrounding effective dating the CPP stack, drops and grade posting and drop action reason usage.Areas corrected: Item Type Tree, Item Types, Payment Allocation including Charge Priority & Payment swapping, Tuition Groups, Adjustment Calendars, Action Reason utilization, Credit History, GL for Wire Transfer payment, Account Ty[e restructure, Security, manual processing of tuition calc pro-rata refunds, many manual areasImplementation areas: Adjustment Calendars, Waivers, Course-Class Fees, Third Party Contracts, Corporate Billing, Payment Plans, Emergency Loans, XML Billing, Collection Agreements, Table Validation, Com Gen, Checklists, Pop Select Group Post, Permission Forms, Quality Control queries for Refund Verification, Enrollment Cancel, Students enrolled never charged, Students stuck in tuition calc, Dual Career

The City University of New York, New York - Functional Consultant - PeopleSoft 9.0 Implementation Brought on in final phase of the implementation of 4 Colleges. Assisted in various testing areas within Student Financials and a custom Financial Aid Interface. Documented testing scripts and created testing plans. Assisted in User Acceptance Testing sessions. Created UPK training modules for Student Financials along with associated Power Point presentations and User Guides. Assisted in Train the Trainer workshops.

Lone Star College System, Texas - Functional Consultant w/ technical assistance -recurring client. PeopleSoft 9.0 Post Go-Live SupportBrought back to oversee the addition of a new campus and its impact on SF especially within the realms of tuition calc. Reviewed configuration and made suggestions to simplify the future growth of such programs in the future. Tested tuition calc to insure proper processing of the new student population while not impacting current students.Simplified current business process of A/R reconciliation by the creation of new queries/reports. Troubleshoot system anomalies within Tuition Calc WaiversAssist in the testing and validation of the TouchNet Credit Card and Payment Plan interfaces back into PeopleSoft Cashiering, Self-Service and the student account.

University of Colorado, Denver - Functional Consultant w/ technical assistanceThe Collection module was never brought live. Demonstrated aspects of the Collection Module in order to be able to utilize the majority of delivered functionality to prevent major modifications. Designed a custom load process for Collector queues while leveraging remaining delivered functionality for communication building, tracking and exit processing. Designed an automated solution for the tedious manual maintenance of Third Party Contracts that utilize a Per Student Maximum. These contracts must be closely monitored and the maximums changed upon enrollment changes or changes to a custom Stipend Amount Offset(COF). New process kept a simple approach while leveraging delivered processes to prevent an evasive modification.Conduct system review on long running processes such as tuition calculation in order to streamline. Reviewed Student Financials business processes and configurations for ways to improve system processing, data entry and reconciliation.

University Texas Southwestern Medical Center, Dallas - recurring client - Functional Consultant w/ technical assistance: PeopleSoft 9.0 Implementation Brought back to complete the implementation. Cross train new SF Lead. Simplified business processes and develop Business Process Documentation and Training Guides. Train UTSW staff. Conduct a complete review of all SF configuration. Test all module areas including interfacing with Cybersource, Financial Aid, Student Records, Finance, Accounts Payable modules. Review and retest all modifications. Reduced the number of modifications by presenting unique delivered solutions. Eg Use of Service Indicators with Equations for Tuition Waivers to allow departmental rollout with built in Security.Areas not completed: • GL Chartfield Configuration • Cashiering• Cybersource Credit Card Processor• Collections• New AP Single Vendor Refunding using Direct Deposit via AP • Third Party Contracts and Billing• 1098T Cutover Strategy

Lone Star College System, Texas - Functional Consultant w/ technical assistance: PeopleSoft 9.0 Implementation Brought on Post Go-Live to troubleshoot problems due to configuration errors. Lead efforts to streamline the tuition calc process which is running for 30 hours. Review all areas of configuration and make suggestions for areas that can be simplified or processing that can be improved. Lead and conduct knowledge transfer session for every process and major configuration within the Student Financials module. Help support and define business procedures within the SF module and with modules of integration (SR & FA). Implement new Fall tuition and fees. Write quality control queries.Wrote white paper for LSC to present to TouchNet to outline improper design of their Payment Plans when interacting with the PS student account, tuition calc and payment allocation rules. TouchNet is adopting the design enhancements and fixes.Areas of Problems: • Charge Priority • Item Type Tree• Payment swapping rules • Third Party Contracts and Billing• General Ledger • Enrollment Cancellation• Refunding • Credit History• Student Billing • Tuition Calc – waivers over allocating adjustment calendars refunding 100% past the refund period too complex inefficient from table management & cpu processing time • major PS table out of sync leading to over 1000 pages of table validate errors• FA Conversion & disbursements on converted data

Lorain County Community College, Funct Consult w/tech assist 9.0 Impl - brought on to bring client liveConducted intensive prototype sessions to complete configuration. Prevented process failures by conducting review of configuration and made many foundation tables due to incorrect configuration. Monitored system post-go-live for data entry errors, built quality control queries, training, knowledge transfer, business process design, debug and troubleshoot.Areas left not configured or unplanned: •Cashiering and receipt printing• Tuition Waivers•Equations • Org Billing • Student Billing • General Ledger • Payment Plans • Third Party Contracts • Refunds • 1098T• Self Service payments • Remaining SF/FA Item Types • App Messaging • 3C • ComGen • Collections • Item Type Security• External file interfaces• Balance forward strategy• Reporting• Business Process Design• Pop Select-Update• XML Baseline configuration corrected: • Business Unit • AP Business Unit• Tuition Calc Term Fees• Payment Allocation Rules • Adjustment Refund Calendars • SF Term Default • Age Sets• Course / Class Fees • Account Type Restructured• Item Types• Item Type Tree• Tuition Groups Worked closely with the Finance team on a unique GL utilizing both Term Fee & Class/Course Fee departmental allocation. Aided in reconciliation and documented the configuration of the GL at the Class & Item Type levels and the dependency on course configuration. Conducted training sessions for back office staff for Cashiering, Customer Account, Group Post, General Ledger. Identified many non-SF issues such as improper security settings, use of residency, academic calendar, SS type controls.

SW Illinois College, Funct Consult w/ techn assist 8.9 Post Go-Live • Provide Bursar office support• GL Recon • Restructure Credit History• Restructure nightly jobs• Test bundles/modsNorthern Illinois Univ, Funct Consult w/ tech assist 8.9 Post Go-Live Sought out by Oracle to organize and lead efforts to resolve post go-live issues from another organization’s implementation. Analyze current setup and business processes, correct set up, design and document correction methodologies. Create scripts. Implement solutions, proper business procedures, conduct knowledge transfer. Identified and resolved the following Issues:• Restructured the ITEM_SECURITY tree&charge priorities to correct pmt swap issues• Streamline Tuition Calc processing-3 hrs CPU save• Eliminate manual credit adjustments - implement negative chgs• Third Party Contract solution for Waivers• GL not reconciling• Cashier Over/Under GL• Write Offs• Dunning Letters process• Correct Term Fees• 1098T setup• Implement/Train PPL• Enhance Adj Calendars for Admin drops• Enhance TPC bills• Credit History/Aging set up incorrectUniversity of Texas Health Science Center San Antonio - recurring client - Funct Consult w/ tech assist 9.0 Upgd• Jointly created timelines and implementation strategies Facilitated meetings to insure project timeline and scope are being met and managed. Integrated testing• Fit-gap sessions comparing 0-9.0. Streamline BP, automate manual processes, reviewe/reduced current system mods by implementing 9.0 Pop-select/Update, EE, XML, Com Gen• Fit-Gap reports,BPD, Tech/Func specs, Decision, Training docsCollege of Lake County, Funct Consul 9.0 Upgd• Fit-gap and training sessions and docs for v8.0-9.0• Eval current BP, automate manual processes,review and reduce current system mods by implementing 9.0 features: XML, Self Svc 1098T, Pop Select/Updt• Review/correct current set up that was incorrect• Implement Third Party Contracts

Univ of Missouri KC, Funct Consult w/ tech assist 8.9 Impl• Insured project plan,milestones,scope are managed• Worked w/ FA & SR teams during Acad Structure Redesign, Align of Aid Yr & Acad Yr Calendars• Held sessions for Self Service, PPL, TPC, Cashier, Refunds, Billing, Grp Post, Tuit Calc, EE, Item Type,GL,AP, Pmt Allocation, Svc Indicator, Drop for Non-Pay• Used Equation Engine to prevent mods in tuit calc• Unit&integrated testing,Validate conversion,Reconciled GL,AP• Created update scripts for the tech team• Document BP flow,tech/func specs,trainingUniv of TX at Arlington, Funct Consult w/ tech assist 8.9 Impl• Worked w/ consult teams to develop project plan,conversion, implement methodology,Acad Structure• Managed tech resources• Held prototype&joint sessions with FA&SR to insure integration• Setup, test, reconciled data through the SF system:Group Post, Tuit Calc, EE, Billing, PPL, TPC, Self Service, Cashier, Refunds, AP,GL 1098T,Collections, Item Type, Drop for Non-Pay• Equation Engine - Developed a unique method of waiver processing by leveraging the use of svc indicators. Used EE to acttach TPC to tuit calc Prevented mods by using EE for complex fee calc structures• Develop BP flows,Tech/Funct Specs,Decision/Gap docs, Training Manuals, UPK• Worked w/ Rept team on formula funding reportsCorinthian Colleges, Funct/Tech Consult 8.0 Impl• Reviewed mods,restructured and corrected code• Redesigned a letter gen process for collections & FAUniv TX Health Science Center San Antonio, Funct/Tech Consult 8.0 Impl• Worked closely with FA&SR teams to insure the proper use of pmt allocation and drop/with rules and within integration points• Redesigned the Item type tree, charge priority & payment allocation,GL Reviewed/restructured the tuition & fee setup of term, class & course fees. Reconcile GL Set up & tested TPC, PPL, Cashier, GL, AP,Group Posting, 1098T• Create system docs, tech specs,training

Texas Christian University, Fort Worth, Texas, Technical Lead w/ Functional assistance: Version 7.0 Implementation, 7.5, 7.6, 8.0 Upgrades • Recruited to this University to be the Technical Student Financial Lead for the initial implementation of the first generation of the PeopleSoft Student Administration modules. Remained technical lead for three subsequent upgrades. • Responsible for managing timeline and scope during upgrades.• Participated in prototype sessions and lent technical support where needed.• Responsible for the application and installation bundles & fixes.• Design and create modifications and custom reports.• Create technical specifications, system documentation and training materials. • Functionally and technically test all aspects of the SF module after every bundle application.• Performed data conversion and validation.