Analyzing impacts of software changes to future and legacy applications

BTRG is a multi practice IT consulting company in business since 1993. Clients and consultants alike engage us for expert level management of Oracle/PeopleSoft, Workday, IBM and Hyperion solutions throughout North America.A Sr. Solutions Architect designs and oversees the implementation of strategic and tactical solutions to clients' most pressing problems. While frequently tied to software implementations or upgrades,John's solutions have reached into every facet of clients' business processes to provide maximum benefit for minimum cost.

PeopleSoft 9.2 Implementation

Functional Lead for PeopleSoft 9.2 Upgrade for Contract, Projects, Grants, Billing, and AR. Solutions Architect for Clinical Trial Management System integration

Architect for retirement of custom bolt-on for Collections and customization design for use of Accounts Receivable Collections and Conversation functionality

Lead for Accounts Receivable upgrade and reimplementation of multiple custom bolt-on applications

Specific Functional Analysis for Pre-Define Phase of the Sub-Module Reimplementation Project.Design functional solutions and decustomization strategy for PeopleSoft Reimplementation

Resolve all Procurement Testing issues for all phases of testingTransition workflow to Approval FrameworkFunctionally implement SES Search capabilities for all modules

On-time delivery of all Build Phase deliverablesAnalysis and Resolution for multiple system and database issues

• Assimilated details from Phase III project to determine change in requirements• Led Fit/Gap sessions to finalize requirements and determine gaps • Introduced Award Processing and the Contracts to Cash process to replace current manual process

• Troubleshot issues in post Go-Live environment and provided financial analysis as well as tools for other analysts during initial year on new system.

• Led team of Conversion developers in converting over 20 years of data from multiple legacy systems to Oracle/PeopleSoft.• Ensured Go-Live weekend went smoothly and that required data was available for Day 1 processing• Created and implemented Conversion & Archiving Strategy. Provided guidance for Optim deployment for archiving of inactive data• Over the course of tenure at Battelle had numerous other roles as wello Responsible for project scheduling and management for Design & Development Phaseo Utilized broad experience in Government Contracting in design reviews for all customizationso Served as Functional Lead for the following modules until full-time project needs could be met: Project Costing, Contracts, Cash Management, Strategic Sourcing, e-Procurement, Program Management, & Expenseso As Security Architect was responsible for creating Security strategy for Delta 2010 Projecto As Development Lead was responsible for assigning work to developers and reviewing designs and development before implementation. Created technical standards for Delta 2010 developmento Troubleshot issues in post Go-Live environment and provided financial analysis as well as tools for other analysts during initial year on new system.o Provided insight into necessary business process changes to better model industry best practices for Government Contracting

• Led development effort for implementing e-Procurement and Strategic Sourcing• Created, troubleshot, and standardized processes related to setting up new “punch-out” vendors for e-Procurement as well as electronic purchase orders• Customized workflow approval process to match Guardian company policy and new commodity based approvals as well.• Designed and developed custom process related to non-catalog e-Procurement to provide additional policy related information to approvers and ensured that the necessary data was available throughout the entire Procurement life cycle.• Assisted in-house technical personnel with infrastructure issues and provided training in PeopleSoft support to help minimize support call costs to off-shore infrastructure vendor• Provided functional workflow assistance to map desired approval hierarchies to implememtation.

• Upgraded version 8.4 PeopleSoft to version 9.0. • Managed client’s multiple Production instances and ensured hassle-free upgrade. • Implemented a platform change from Solaris/Sybase to Windows/SQL Server. • Converted all data and all customizations including platform-specific customizations and managed their migration cross-platform. • Created several automated test scripts for QuickTestPro and ensured client was trained for future regression testing. • Ensured abbreviated timeframe would not impact quality or timing of upgrade or platform change.• Assisted in overall project planning and participated in critical decision-making process for project timeline changes, reporting solutions, and long-term post-production planning.• Ensured Upgrade Specialist had all necessary tools and managed the migration and re-customization of client’s existing customization base.

• Implemented version 8.8 PeopleSoft GL and provided critical insight into PeopleSoft Project Costing, Contracts, Billing, Asset Management, and SAP Accounts Payable for Government Contracting. • Designed essential customization to ensure correct validation of all transactions and compliance with DCAA auditability and compliance requirements. • Ensured complex circular allocations process resulted in accurate and compliant data. • Significant customization design resulting in reduction of manual, paperbound process and an overall increase in data integrity and validity. • Assisted in overall project planning and participated in critical decision-making process for project timeline changes, reporting solutions, and long-term post-production planning. • Ensured timely, complete, and correct delivery of customization from developers to testing team and oversaw necessary testing while managing ongoing “scope creep” and made certain that all warranted and approved scope changes were included for production environment creation.

• Implemented and validated Contracts and Project Costing conversion design for newly acquired subsidiary. • Designed, tested, and executed conversion specifications for a JAMIS to PeopleSoft conversion. Provided validation of successfully converted data. • Ensured abbreviated timeframe would not impact quality or timing of the conversion effort. • Wrote and supervised the implementation of several test scripts for data validation and process control.

• Implemented Project Costing for 10 billion dollar retailer for visibility into major capital project spend. • Prepared company for multi-currency processing as the company’s growth pushed it outside US borders. • Managed team of developers in customizing new modules installed as well as re-deploying required customizations brought forward in a PeopleSoft Financials upgrade from 8 to 8.4. • Ensured timely, complete, and correct delivery of customization from developers to testing team and oversaw necessary testing. • Implemented Project Costing to provide insight into 1.5 billion dollars of annual spend by client. • Assisted in implementation of a Purchasing Company for client to insure smooth processing within the system as well as accurate information for tax reporting purposes.

• Provided business process analysis and re-engineering of financial close processing which assisted the company in meeting Sarbanes-Oxley, quarterly, and annual reporting objectives. • Analyzed the effects of upcoming reorganizations, assessed the technical impacts, and designed solutions and procedures to enable change. • Provided procedures and methodologies for Change Management and executed change management strategies. • Analyzed and documented business processes and utilized documentation to assess effects of proposed changes. • Proposed and implemented several changes to reduce the duration of the monthly close process for more timely analysis and reporting.

• Functional lead for upgrade of GL and Projects. Assisting in integration and debugging of Inventory, AP, AM, and Purchasing (version 7.5 to 8.4). • Completed functional design for GL and Projects upgrade and assisted in design of the other modules. • Provided initial procedures and methodologies for Change Management and assisted in implementation of custom modification tracking system. • Provided recommendations and implementation assistance on business process changes and de-customizations to enhance PeopleSoft v8.4’s utility for the client. • Troubleshot numerous issues to completion to allow successful implementation

• Managed technical project coordination for Version 8 Financials and Time & Labor implementation. • Combined technical & functional lead for implementation of GL, Projects and assist in integration and debugging, Contracts, Time & Labor, Inventory, AP, AR, Billing, and Purchasing (version 8.0). • Implemented integration of version 7.5 instance of HRMS with version 8 instances of T&L and Financials. • Accomplished all design and setup for required multi-currency processing. • Completed technical design for GL implementation and assisted in design of the other modules. Designed and implemented numerous modifications and interfaces. • Provided procedures and methodologies for Change Management and completed implementation of custom modification tracking system. • Designed and implemented several interfaces to perform calculations related to Government cost pool accounting not supported by PeopleSoft. • Managed technical and infrastructure related issues and coordinated project management with staff manager. • Provided recommendations on reporting and chartfield changes for greater efficiency in business processes.

• Provided technical & functional support for implementation of GL, AP, AR, BI, and PO (version 7.5). Prototyped web solution for Delaware North. • Worked on GL design and implementation with focus on ledger reporting and the storing and reporting on statistical information. • Designed and implemented numerous modifications and interfaces. • Created several speed voucher entry panels for business in Australia to compensate for slow network connection. • Designed and created weekly reporting system utilizing customized spreadsheet uploads, journal templates, and multiple nVision reports for management reporting. • Provided recommendations on reporting and chartfield changes for greater efficiency in business processes. • Designed and implemented multiple interfaces and conversions from external systems to requisite sub-ledger systems.

• Provided technical support for implementation of GL, AP, AR, BI, and PO (version 7.0). • Trained DBA in SQL Server essentials for PeopleSoft. • Developed web panels and deployed them using the Web Client. • Designed and implemented numerous modifications. • Created several web input panels for deployment using the Web Client. • Troubleshot all web access problems. • Designed and implemented multiple interfaces and conversions from external systems to requisite sub-ledger systems. • Applied numerous upgrades and fixes from PeopleSoft for both the application and the PeopleTools systems. • Trained DBA in core requirements for supporting PeopleSoft under MS SQL Server. • Provided recommendations for backup/restore procedures as well as disaster recovery procedures. Altered Asset Management reports to provide new functionality: reporting by tree node

• Project leader for PeopleSoft General Ledger implementation. • Designed and implemented numerous modifications. Developed checks and direct deposit advices including custom logos. • Assisted in HR, Benefits, & Payroll implementation. Managed project plan for General Ledger project. Designed checks and direct deposit advices to support in-sourcing of Payroll functions. • Assisted in upgrade to PeopleTools 6.1. • Developed conversion plans for General Ledgers from four companies into PeopleSoft GL. • Went live in HR, Benefits, and Payroll. • Training: PeopleTools I & II, GL I, nVision for GL, Query/Crystal Power Reporting

• Managed the development and enhancement of a PC-based multi-user Sales Personnel & Financial system in a LAN environment. • Provided strategic real-time, current information to executives and management personnel. • Managed day-to-day activities of two analysts in providing Human Resources administrative support to nine divisions within the Company. • Managed executive support services for statistical reporting as needed. • Designed and developed headcount analysis functions, budget modeling, trend reporting, and financial forecasting. • Directed activity of six-person virtual team for various projects related to productivity and communications enhancement. • Developed a statistical system that tracked sales office leases including details on headcount allocations, square foot usage and lease expirations. • Executives were able to reduce office churn by 5% due to timely information.

• Developed and maintained databases tracking over 1200 sales and sales support personnel. • Designed and implemented a budget system for yearly budget process. • Used system throughout the year for activity vs. budget reporting