Patrick Holmes Email & Phone Number

London, United Kingdom

• Significant knowledge of and familiarity (10 years) with the Care charity CRM and fundraising management database system which enable the provision of support, usage and configuration advice. (http://www.advancednfp.com/products/care-ng.aspx).• On-going user support for data quality, usability and other issues with the Care software.• Managing the upgrade cycles for the Care software.• Providing advice to internal stakeholders on the best way to utilise the Care software to achieve business goals.• Developing and supporting a major automated data cleansing and reporting system to ensure that all “Gift Aid” tax claims submitted to HMRC by Amnesty are legal and supported by valid documentation. (gift aid declaration).• Developing and supporting automated systems to identify data corruptions in regular payment plans (direct debit commitments) set up by Amnesty supporters, to rectify issues introduced by the third party Care software and ensure regular and accurate claiming of the amounts due.• Migrating core CRM and fundraising database from a physical server to an enhanced performance virtual server.• Investigating slow performing SQL Server situations and providing solutions to improve performance.• Developing and supporting a custom, end-user configurable, data integration (ETL) tool to provide end users with the ability to “import” data, supplied by numerous external suppliers into the core CRM/fundraising database.• Developing and supporting a VB.Net SQL CLR framework to provide the ability for processes executed through SQL Server to utilise the Care CRM Fundraising database systems web service methods to leverage that systems internal logic for data updates.

London, United Kingdom

• Appointed to co-ordinate the implementation and deployment of the CARE CRM / Fundraising database system and client software• Compiled a detailed specification with functionality requirements for CRM and Fundraising activity within a customised CARE CRM / Fundraising database• Acted as the customer champion to co-ordinate the migration of data and work processes into the new database; performed one-to-one user training throughout the migration phase• Collaborated with the main systems development team to effect change requirements within the main school business database• Personally developed ETL Windows Service solutions to extract, update and insert data into CARE CRM / Fundraising database working within specific and complex business rules and requirements; continuously synchronising with main business systems • Created a custom solution to facilitate multicurrency support• Co-ordinated and managed support issues as principle liaison between internal customers and IRIS CARE technical support team• Identified data issues, duplication and mistakes and created automated tools to rectify and maintain data integrity• Ongoing support of the ETL system

Burghfield, Reading, Uk

• Worked closely with business stakeholders and IRIS consultants to finalise migration of data from legacy systems to the CARE CRM / Fundraising database system and to complete configuration of this system to map business processes to the software logic.• Developed SQL Server data migration, loading and cleansing processes and scripts to load data from third party suppliers and other sources into the CARE CRM / Fundraising database.• Performed data loading using the Care Data Loader and trained key business users on this system.• Designed and developed custom SQL Server views for the Care List Manager system according to specifications gathered from the business.• Created customised Care “Trader” applications to support business processes.• Created, deployed and managed development, test and UAT versions of the Care SQL database.• Provided guidance and support on the structure and logic of the Care software and database to colleagues involved in developing integration of Care with the finance and other systems.• Prepared, documented and tested upgrades to the Care database, web services and client software.• Deployed and tested third party, CommsXL, online credit card payment authorisation system which was integrated with the Care software.• Managed users and department accounts, security, access levels and permissions throughout the Care system.• Provided 2nd and 3rd line support of the Care system to the business users and escalation of unsolved support issues to the IRIS support team.• Managed the support relationships between Guide Dogs and the Care software suppliers, IRIS and worked with the Business Systems manager and the IRIS Account Management team to ensure support agreement compliance by IRIS

Reading, United Kingdom

• Appointed within a project team for the amalgamation of global marketing and contact management databases with specific responsibilities for data cleansing to accommodate character sets from multiple global languages• Acted as product ambassador for the database amalgamation project, highlighting the long term benefits and importance of accurate requirements collation• Created requirements documentation following liaison with multiple EMEA business units• Constructed an automated reporting solution based on SQL server to gather, process and deliver the identified metrics in a ‘Scorecard’ format

London, United Kingdom & San Jose, California, Usa

• Key member within a global team developing the Global Contacts Repository (GCR) NextGen - a bespoke solution replacing all global CRM and marketing databases• Accountable for developing country specific data cleansing utilising Trillium software; creating word pattern tables and pattern recognition to cleanse data before geocoding against each country’s postal address data file• Developed server side Oracle PL/SQL packages to inspect incoming data and identify and repair corrupt characters and diacriticals• Created source and country specific ETL mapping and workflows to extract and transform data• Acted as principle liaison between US Analysts and Project Managers and EMEA Developers• Successfully migrated code units through Development, Testing, QA and Production phases• Project managed data migration from EMEA branches of the Cisco Marketing Business into a centrally managed repository; ensured data purity within varied character sets containing non US ASCII characters• Established relationships with EMEA business data owners to ascertain specific data requirements; maintained effective communication between EMEA data mart developers/analysts, data owners and eMarketing system developers/analysts

London, United Kingdom

• Temporary contract-based project work evaluating, developing and implementing IT enhancements• Investigating, selecting and customising most appropriate solutions for Fundraising database requirements• Creating SQL DTS scripts to migrate data from multiple Access databases to single SQL database, developing custom user functions for faster data entry• Developing VBA application improving data import to Fundraising database, dispensing with the Access databases• Building VB application to import information from disparate sources, improving user control over data entry; identifying matched/unmatched records and generating reports before batch importing into database• Fully documenting code and logic and developing a context-sensitive help system for VB application using HDK• Evaluating information management processes in the Children and Young People division and recommending relevant IT solutions

Slough, United Kingdom

• Leading 7-strong programming/support team, providing systems to enhance business processes• Reducing credit application turnaround from 2 days to 40 minutes, growing turnover from £300k to £5m• Maintaining up to date knowledge of financial software products & services from external suppliers• Developing the following systems and applications:o Access database systems to calculate/assign VAT from Dynamics/SQL Server ledgero VB and Access database systems to interactively query datao Database application for brokers to record and share credit applications with BCTo COM object using OO analysis/design/programming to create loan status databaseo COM object to send SMS alerts to mobiles regarding status of batch reportingo Intelligent MS Word mail merge documents to retrieve details by interrogating other systemso Application to create batch files for posting multiple transactions instead of single ones o System to generate tables for managing archiving of old data and its removal from live tables

Abingdon, Uk

Reading, United Kingdom

Education record

Education record