a bid for - maricopa · pdf filea bid for oracle-peoplesoft enterprise system ... from its...

Io Consulting, Inc. 26893 Bouquet Cyn Rd Suite C #293 Santa Clarita, CA 91350 877-656-6603

A Bid For

Oracle-PeopleSoft Enterprise System

Consulting and Related Services

RFP# 2977-10

Prepared By: Steve O’Donnell

Steve Kish 03.02.2010

Maricopa County Community College District RFP# 2977-10

Io Consulting, Inc.


Io Consulting, Inc.

Maricopa County Community College District Keith Killourie, Buyer III 2411 West 14th Street, Tempe, Arizona, 85281-6941 December 23, 2009 Mr. Killourie: Thank you for allowing Io Consulting, Inc. to bid on the Maricopa County Community College District (MCCCD) request for Oracle|PeopleSoft Enterprise System Consulting and Related Services.

Specializing in the entire suite of Oracle|PeopleSoft Higher Education applications (Human Resources, Finance, CRM, and Campus Solutions), the Io Consulting team has completed many successful Oracle|PeopleSoft projects at Higher Education institutions over the past 14 years. Io Consulting does not have a practice in the Oracle eBusiness Suite of applications; our response for MCCCD will be limited to the Oracle Campus Solutions and HR products. This proposal will describe in more detail how our Project Management and Oracle|PeopleSoft experience qualifies Io Consulting as a prime candidate for MCCD’s support needs. We are excited about the prospect of providing assistance to MCCCD. After reviewing this proposal, I confirm that it is an accurate reflection of the services Io can deliver. I look forward to further discussions with you. Sincerely,

Steven P. Kish President, Io Consulting, Inc. Ph: 877-656-6603 Fax: 877-718-7808 [email protected]

26893 Bouquet Canyon Road, #C-293 Santa Clarita, CA 91350


Io Consulting, Inc.


Io Consulting, Inc.

Table of Contents

Section I – Company Background ............................................................................ 1

I-A. Introduction ...................................................................................................... 1

I-B. Company History ............................................................................................... 2

Section II – Proposal Requirements ........................................................................ 3

II-A. Minimum Requirements .................................................................................... 3

II-B. Specific Requirements....................................................................................... 3

II-C. Deviations from RFP ......................................................................................... 7

II-D. Signature ........................................................................................................ 7

Section III – Scope of Work .................................................................................... 8

III-A. Io Consulting Staff .......................................................................................... 8

Section IV – Respondent Questionnaire Information ............................................ 19

Appendix A – Io Consultant Candidates For MCCCD Project Work ......................... 22

Appendix B – Pricing Schedule .............................................................................. 23

Appendix C – Signature Page ................................................................................ 24

Appendix D – Bidder’s Statement .......................................................................... 25

Appendix E – Io Consulting Customer Listing ........................................................ 29

Appendix F – Io Consulting Higher Education Customer Listing ............................ 32

Appendix G – Resumes .......................................................................................... 35

Appendix H – Financial Statements ..................................................................... 138

Appendix I – Project Methodology ...................................................................... 149


Io Consulting, Inc.


Io Consulting, Inc. 1

Section I – Company Background

I-A. Introduction

Io Consulting understands that IT service organizations are being asked to deliver more services at a reduced cost. The main drivers of this trend are the economic challenge being felt by the entire country and technology that is rapidly changing. These drivers are resulting in increased competition in the Higher Education community: for funds, for students, and for competitive advantages. The IT departments within Higher Educational institutions today are looking at strategies to help tackle some of these demands. These include:

• Maximizing & Modernizing their ERP investments • Optimizing their IT infrastructure • Propelling integration effectiveness

Io Consulting has been in business for 14 years and focuses on consulting, training, management services solely for Higher Education customers who utilize the Oracle|PeopleSoft Human Resources, Financial, Campus Solutions, CRM, EPM, and OBIEE applications. We are unique in our ability to provide Higher Education clients an integrated, full-service solution across the entire range of PeopleSoft applications as well as our expertise in assisting with third-party products and technologies that integrate with them. Io Consulting’s approach to meeting the needs of Higher Education customers revolves around the following primary objectives:

• To provide high-end, expert consulting solely for Higher Education: The Higher Education sector has a distinct set of requirements that demand unique resources and approaches. In order to help campuses meet today’s challenges, we have devoted 100% of our efforts to become trusted experts in this specialized area. Our consultants are experts at maximizing and optimizing the Oracle|PeopleSoft applications, tools, and supporting infrastructure. This provides many opportunities to reduce costs while providing more services to the institution.

• To recruit and retain senior consultants with proven track records of success in Higher Education: Achieving successful results for Higher Education clients requires extensive hands-on experience. To avoid time-consuming learning curves, we only assign resources that already possess firmly established Higher Education backgrounds and product expertise. Any alternative adds risk in increases long term costs.

• To provide comprehensive cost-effective training: Complementing our consulting services is our highly effective and cost-efficient training practice. Io Training delivers a full suite of PeopleSoft functional and technical classes. Facilitated by experts possessing first-hand experience with Higher Education requirements, each class is tailored to unique project requirements. This adds to knowledge transfer and lessens the reliance on consultants to support the application and infrastructure.

By following these three main objectives, we have the unique ability to provide MCCCD with services to help meet today’s challenges. We can provide MCCCD with service offerings that are unmatched by any other firm. These components of our strategy, combined with a strong dedication to quality results, have made Io Consulting the industry leader in successful upgrades and implementations of PeopleSoft’s Higher Education applications.



I-B. Company History

Io Consulting was founded in 1996 to provide expert-level consulting services to clients engaged in PeopleSoft implementation and upgrade projects. In 1999, Io Consulting refined its focus to concentrate exclusively on the Oracle|PeopleSoft needs of the Higher Education sector. 1999 was also the year in which Io Consulting began work on the California State University’s Common Management System (CMS) PeopleSoft project. Since then, Io has played an important leadership role in every major aspect of that expansive effort ranging from its major technology enhancements to upgrades and implementations for PeopleSoft Human Resources, Finance, and Campus Solutions across all 23 CSU campuses. In 2002, Io Consulting responded to requests that expanded the availability of our services across the entire country. Today we are leading efforts or have completed successful projects at the following institutions:

� Strayer University – Campus Solutions 9.0, PeopleSoft Enterprise Portal, PeopleSoft CRM, Business Intelligence, Higher Educational Constituency Hub.

� University of Arizona – Campus Solutions 9.0 Implementation

� University of Maryland, Baltimore County – Campus Solutions 9.0 Implementation

� New York University – Campus Solutions 9.0 and PeopleSoft Enterprise Portal Implementation

� Bowling Green State University – Campus Solutions 8.9 Implementation and Campus Solutions/HCM 9.0 Upgrade

� University of Baltimore – Campus Solutions 9.0 Upgrade

� Marquette University – Campus Solutions 9.0 Upgrade

� University of California, Santa Cruz – Campus Solutions 9.0 Upgrade

� Duke University – Campus Solutions 9.0 Upgrade

� The Ohio State University – Campus Solutions 8.9 Implementation

� Pepperdine University – Human Resources, Finance, and Campus Solutions 8.9 Implementations

� Sacramento State University – Campus Solutions 8.9 Implementation

� California State University, Dominguez Hills – Campus Solutions 8.9 Implementation

� Southern Wisconsin Consortium – Multi-institution Campus Solutions 8.9 Upgrade

� Bryn Mawr College – Human Resources and SA/Campus Solutions 8.9 Upgrade

“Io always brings a sense of excellence to whatever they are going to deliver. They are very committed to our objectives – they are really shared objectives. We all want to deliver an excellent product, and with Io, we are always on the same page.”

~ Jessie Lum, Deputy Senior Director, CMS Project, California State University System



Section II – Proposal Requirements

The format of this section will follow the specific requirements outlined in Section 4.1 and Section 4.2 of the MCCCD RFP.

II-A. Minimum Requirements

REQUIREMENT Y/N REFERENCE

1. Licensed in State of Arizona Y

2. Fees reasonable and consistent with fees charged to other public entity clients in Maricopa County, AZ

Y

3. All parts of RFP have been read and Proposal is in accordance therewith

Y Cover letter

4. All questions in respondent questionnaire answered

Y Section IV

5. Completed pricing schedule signed by authorized company official

Y Appendix B

6. Completed Bidder’s Statement Y Appendix D

II-B. Specific Requirements

(4.2.1.) Three (3) client references…

In accordance with the RFP, listed below are three references and detailed information about each. For your convenience, we have also listed similar information in the format provided in the RFP. This information can be found in Appendix D.

REFERENCE #1 – CALIFORNIA STATE UNIVERSITY SYSTEM

Contact: Jessie Lum

Title: Senior Director of Enterprise Systems

Phone: (562) 951-4133

General Description of the Services:

Project Management, functional and technical Oracle|PeolpeSoft HR, Campus Solutions, Finance consulting.

Number of consultants provided

Io Consulting has been (and continues to be) the primary consulting partner for the CSU System for 10 years. Over this period, Io Consulting has supplied the CSU system over 50 functional, technical and project management consultants supporting various projects over the years.

Number of Client Employees Involved

Io Consulting has been (and continues to be) the primary consulting partner for the CSU System for 10 years. Over this period, Io Consulting has worked with hundreds of individual CSU employees both at their central Chancellor’s Office as well as on the individual CSU campuses.

Time frame of installation

Io Consulting has been the primary consulting partner for the CSU System for 10 years.



REFERENCE #1 – CALIFORNIA STATE UNIVERSITY SYSTEM

Status of the project

The CSU System has successfully implemented Oracle|PeopleSoft HR, Finance, and Campus Solutions at each of it’s 23 campuses. Some current projects we’re support:

• Oracle|PeopleSoft Finance Consolidation

• Oracle|PeopleSoft Data Warehouse implementation

• Ad hoc enhancement projects to Oracle|PeopleSoft HR, Finance, Campus Solutions.

REFERENCE #2 – THE OHIO STATE UNIVERSITY

Contact: Nanci Gobey

Title: Senior Director, Applications

Phone: (614) 292-1558


Functional and Technical Oracle|PeolpeSoft Campus Solutions Implementation Consulting Services


During the peak of the implementation, Io Consulting had 12 consultants on-site supporting the Campus Solutions implementation. There is currently a one consultant on-site supporting next-phase activity.


The implementation of Campus Solutions for a university the size of OSU required a great deal of participation from campus experts beyond the core project team. During the implementation, the core-team included approximately 55 client employees.


Io Consulting first engaged with OSU in April 2006 with a phased go-live that went from fall 2008 into spring 2009.


OSU has successfully implemented Oracle|PeopleSoft Campus Solutions 8.9. The university is currently in the process of making an academic change from Quarters to Semesters, after which they will move to version 9.0.

Io is currently providing support to the Semester conversion effort.

REFERENCE #3 - THE UNIVERSITY OF ARIZONA

Customer: The University of Arizona

Contact: Hank Childers

Title: Program Director – Mosaic Project

Phone: (520) 626-6779


Functional and Technical Oracle|PeolpeSoft Campus Solutions Implementation Consulting Services


Io Consulting has 12 consultants on-site supporting the Campus Solutions implementation.


The core-team is at its peak and includes approximately 50 client employees (some full time and some part time).



REFERENCE #3 - THE UNIVERSITY OF ARIZONA


Io Consulting first engaged with UA in November 2008 with a phased go-live that started in October of 2009 and will extend into Fall of 2010.


UA has successfully implemented Oracle|PeopleSoft Campus Solutions 9.0 Course Catalog, Admissions, Fin Aid (ISIR Loads), and OBIEE pieces supporting these modules. The university is currently in the process of going live on Student Records (enrollment), self service and will follow with Student Financials, Financial Aid, and Academic Advising.

(4.2.2.) … a list of all higher education institutions who have utilized their services

for implementation of Oracle/PeopleSoft applications or related services…

Io Consulting has provided quality consulting and training services to many clients over the past 14 years. Please reference Appendix E for a complete listing of clients as well as the relevant services provided.

(4.2.3.) …a list of all clients who now have Oracle/PeopleSoft Campus Solutions,

Oracle/PeopleSoft HCM, Oracle eBusiness Suite Financials, ERP Portal

applications, in production as a result of using [Io’s] Services.

Having a specific focus on the Higher Education Oracle|PeopleSoft market, we have an impressive list of other Higher Educational institutions where we have partnered to implement and upgrade ERP, portal, and ancillary applications. Please reference Appendix F for a complete listing of clients as well as the relevant services provided.

(4.2.4.) …Specific services leads who will coordinate the MCCCD project(s).

Steve O’Donnell will serve as Director of Project Development and Administration and will serve as the MCCCD direct point of contact. MJ Witkower will assume the role of Director of Account Management. Both Steve and MJ will actively manage any and all MCCCD projects to ensure that all expectations are clearly captured and acted upon as quickly as possible. The significant amount of specialized Oracle|PeopleSoft knowledge Steve and MJ possess is a unique advantage. With this in-depth understanding, the management team will be able to discuss detailed strategies, help resolve escalated issues, assist with user oriented communication plans, execute checkpoints (which will be defined in any MCCCD project planning) and provide all-around guidance and support to MCCCD project leadership and team members. Steve and MJ will be involved in these activities throughout any project to ensure the highest level of service and quality. (4.2.5.) A representative list of resumes for people who could be assigned to the

MCCCD based on the categories described below in section 5.1.

In accordance with the roles detailed in the Maricopa County Community College RFP# 2977-10 Section 5.1, we have provided detailed resumes in Appendix F. (4.2.6.) MCCCD reserves right to refuse any subcontractor the vendor offers. All

resumes, work histories, etc. will be provided to MCCCD for any suggested

subcontractor the same as required for any vendor.



Io Consulting acknowledges this requirement and will provide a detailed resumes for any consultant proposed for a MCCCD project.

(4.2.7.) latest annual report, latest audited quarterly report, latest 10K statement,

Dunn and Bradstreet ratings, and any other evidence of financial status.

Please see Appendix H for Io Consulting's financial statements.

(4.2.8.) Organizational chart of the company ….

Below is an organizational chart reflecting the structure of Io Consulting.

(4.2.9.) Each Proposer must state whether proposer, or any predecessor entity of

which proposer was a part or which is now a part of proposer by merger,

acquisition, or otherwise, or any officer, agent, or employee of any of the

foregoing, has, to the best of the proposer's knowledge, information, or belief:

Io Consulting is not part of any other organization nor does it have plans to acquire or merge with any other corporation or entity.

(4.2.9.1) Ever been the subject of any criminal investigation, prosecution, or

conviction for any alleged act or omission related to the activities of said

business or within the scope of their responsibilities as an officer, agent, or

employee of any of the foregoing; or

Io Consulting has never been under criminal investigation, prosecution, or conviction for any act or omission related to our consulting services.



(4.2.9.2.)Ever terminated said entity's contracts or had its contracts

terminated prior to the completion or normal expiration of the term thereof;

or

Io Consulting has never had a contract terminated prior to the completion or normal expiration.

(4.2.9.3.) Sued or been sued for breach of contract, misrepresentation,

fraud, or any form of infringement (e.g. copyright, trade secret, patent,

etc.). If so, provide full details as to any such incident.

Io Consulting has never been sued for breach of contract, misrepresentation, fraud, or any other form of infringement listed above.

(4.2.10.) …[Requirement to] sign and observe all pertinent and standard MCCCD

security, data access, and non-disclosure statements as may be appropriate

regarding employee data, student data, financial data, or system software, which

may become accessible to [Io].

With our work at the University of Arizona, we are familiar with the state of Arizona requirements and will adhere to those as well as any MCCCD security requirements.

(4.2.11.) …signature on this proposal guarantees that the prices offered have

been established without collusion with other eligible Proposers and without effort

to preclude MCCCD from obtaining the lowest possible competitive price….

Io Consulting understands that MCCCD encourages free and open competition. With this in mind, we have provided a competitive price offering in Appendix B. We have done so without collusion with other proposers. Io Further acknowledges that award will be made to the responsible offeror whose proposal is determined to be most advantageous to MCCCD based on the evaluation factors set forth in Section 3 of this Request for Proposal.

(4.2.12.) … right to negotiate with any and all vendors on all aspects of this RFP.

Io Consulting acknowledges the right of MCCCD to negotiate with any and all vendors on all aspects of this RFP.

II-C. Deviations from RFP

Io Consulting has no deviations from the terms and conditions of the RFP.

II-D. Signature

Io understands that we shall furnish and include the above data with our proposal. Statements are required to be complete and accurate and they shall be signed by an authorized signatory of the company sworn to and notarized, if requested. A proposal submitted by an agent will have a current Power of Attorney, attached certifying the agent’s authority to bind the Proposer. Omission, inaccuracy or misstatement may be sufficient cause for rejection of the proposal.



Section III – Scope of Work

III-A. Io Consulting Staff

Io consultants have stellar national reputations built upon years of Oracle/PeopleSoft application knowledge, multiple implementation and upgrade experiences, and extensive hands-on capabilities garnered from a variety of roles and responsibilities. Many have worked as employees in institutions of Higher Education and all have experience using the latest tools and technology and are up to date with current releases of Oracle/PeopleSoft Campus Solutions, Human Resources, Financials, Portal, Fusion Intelligence, and OBIEE. For any project, Io will work closely with MCCCD to initially define scope, expectations, and a resource plan. We will then refine the resource plan at pre-defined checkpoints in each project. Once these checkpoints have been reached, it will be very important that Io and MCCCD manage the details of the resource plan closely. Io will also conduct quality check points at key milestones to ensure that all prior planning and efforts (including the resource schedule and plan) are resulting in progress on all objectives as anticipated. We have over 97 persons in our company. The sections below will highlight specific Io Consultants and trainers who are relevant to the scope described in the RFP. (5.1.1.) Project Leadership: MCCCD may seek assistance in coordinating the

implementation of the Oracle/PeopleSoft applications and related systems as well

as future migration or upgrade efforts.

Due to the complex nature and widespread impacts of ERP application projects, Io typically takes a multi-tiered approach to managing such projects. ERP projects tend to require management at the Executive level, Project Team level, and the Technical level. Our strategy for each is discussed below:

A. Executive Management

Key requirements for a successful ERP upgrade or effort to enhance the existing application include: • Decisive and informed executive leadership • Consistent communications across multiple project levels • Clearly defined and agreed upon objectives and decision making at every evolving

level of project activity For these reasons, the MCCCD project leadership team and Administration will be consistently staffed and supported by the Io Consulting Executive Management team. We will be available to actively participate in supporting several strategic aspects of any project. Areas where the executive layer can uniquely position the project for success include: • Communications • Change Management • Expectation Setting • Assistance with project planning issues • Resolution of any major issues in the areas of operating policies, staffing, scope,

schedule, or budget Io Executive Management also typically takes part in steering committee meetings to monitor the progress of project goals as the timeline unfolds. There is no cost for this support.



B. Project Team Management

Our comprehensive methodology will support MCCCD’s project management in a consistent and efficient manner. Our methodology can be easily adapted to any size project and follows a phased implementation approach. Please reference Appendix I for details on our flexible project methodology. Proactive coordination and communication between the consulting teams and project management will enhance the daily operational results of any project. Io Consulting will assign a Project Director as a primary point of contact to support the MCCCD Project Management Team in managing the overall needs of any MCCCD ERP project. This will include resource requests and the resolution of complex integration issues. This role will ensure a steadfast focus on delivering upgrade and application extension objectives in the most coordinated and cost efficient manner possible.

Io may also assign a full time on-site Project Manager. The Project Manger will be responsible for facilitating daily project activity in accordance with the project priorities and will be in close communication with Io’s Project Director and Executive Management.

C. Technical Management

The complex technical requirements of upgrade projects typically require a special focus on the management of all technical tasks. Io Consulting will work with MCCCD project leadership to manage this important aspect of the project and if necessary, suggest consulting for the management of the technical effort.

Io Consulting has several Project Management resources available to assist MCCCD with the functional and technical aspects of an upgrade and/or application enhancement. The matrix below highlights just a few of our project managers that we would consider proposing on a MCCCD project.

ROLE CONSULTANT

Project Manager Lucie Conner

Project Manager Gary Murphy

Project Manager Jeremy Sisk

The detailed resumes for these resources can be found in Appendix F. The costs associated with this specific consulting role can be found in Appendix B.

(5.1.2.) Application Implementation: MCCCD may seek assistance in implementing

additional enterprise application modules and would require set-up, configuration,

and functional expertise.

Io Consulting has extensive experience implementing functionality within the Higher Education environment. We follow a methodology that provides a solid framework and yet flexibility to adapt to all types of situations and environments (see Appendix I for more details on the methodology). We weave in the following concepts into every project we take on:



• Application knowledge

• Cross-module integration

• Knowledge transfer Io has a significant number of consultants who have had extensive implementation experience supporting the roll out of various Oracle|PeopleSoft Campus Solutions and Human Resource modules within the Higher Education environment. All of our consultants are experts within their respective areas and can effectively assist MCCCD in an implementation effort within Oracle|PeopleSoft Campus Solutions or Human Resources. The matrix below highlights just a few of our functional resources that we would consider proposing on a MCCCD project.

ROLE CONSULTANT

Functional Consultant – Campus Solutions Darin Gordon

Functional Consultant – Campus Solutions Margaret Kennedy

Functional Consultant - Campus Solutions Megan Dugan

Functional Consultant – Campus Solutions Rich McGowan

Functional Consultant – Campus Solutions Anna Peterman

Functional Consultant – Campus Solutions Jim Dugan

Functional Consultant – Campus Solutions Kathleen Carley

Functional Consultant – Human Resource Dennis Rodgers

Functional Consultant – Human Resource Veer Trivedi

The detailed resumes for these resources can be found in Appendix G. The costs associated with this specific consulting role can be found in Appendix B. (5.1.3) Hardware and Database Configuration: MCCCD may seek assistance in

capacity planning and performance tuning of ERP applications in all tiers of the

application.

The key aspect to system acceptance by the end users is the performance of the application. Hardware, database, and software optimization steps are built into any project plan Io develops. With the size of MCCCD, these steps and the experience to execute them properly will be of critical importance for any upgrade or application enhancement project. Io has some of the most experienced database and tuning resources in the industry. The matrix below highlights just a few of our database and tuner resources that we would consider proposing on a MCCCD project.

ROLE CONSULTANT

Database Resource Edwin Cheng

Database Resource / Tuning Resource Ginny Yuchih

Database Resource / Tuning Resource Robert Stojkovic



The detailed resumes for these resources can be found in Appendix G. The costs associated with this specific consulting role can be found in Appendix B. (5.1.4.) Software Development: MCCCD may seek training and assistance to

implement, support, and extend the applications using PeopleTools and other

Oracle-specific tools such as Forms, Reports, XML Publisher, Crystal Reports, etc.

See answer to 5.1.5. below.

(5.1.5.) Related Products: MCCCD may seek assistance in the addition of related

products such as electronic forms developments tools, automated/streamlines

workflow, document imaging solutions that operate as ad-on products within or

with the eBusiness or PeopleSoft framework.

Having 14 years of Oracle|PeopleSoft Campus Solutions and Human Resource implementation and upgrade experience, our technical consultants have experience with many diverse development requirements. We’ve developed solutions and have worked with many 3rd party applications, vendors interface requirements, imaging systems, reporting requirements, and extensive workflow requirements using the latest tools and development standards. Io technical consultants have years of experience working with many higher education 3rd party and internal campus applications and can provide extensive insight into the best technical approach for MCCCD. Our technical consultants follow our overall knowledge transfer approach ensuring MCCCD resources would be in a position to support any solution developed for its requirements. The matrix below highlights just a few of our technical resources that we would consider proposing on a MCCCD project.

ROLE CONSULTANT

Technical / Programming Resource Raghu Chagarlamudi

Technical / Programming Resource Pat Dworning

Technical / Programming Resource Elton Wong

Technical / Programming Resource Ravi Madhok

Technical / Programming Resource Shaun Gilboy

Technical / Programming Resource Oliver Day

Technical / Programming Resource Sanjeev Chitkara

The detailed resumes for these resources can be found in Appendix G. The costs associated with this specific consulting role can be found in Appendix B.

(5.1.6.) Testing: MCCCD may seek assistance in the development and

implementation of testing ERP applications and related systems.

As part of our overall project methodology (Appendix I), the Planning Phase includes steps to work with MCCCD to develop a comprehensive testing strategy for an upgrade and/or an application enhancement project. A thorough test plan and schedule is a critical requirement



of a successful upgrade or implementation. Early identification of the different testing strategies and options to be used will ensure that any MCCCD project includes sufficient time and resources to incorporate a thorough testing process into its project. The Io approach is also customized to the integrated nature of the Oracle|PeopleSoft Campus Solutions and Human Resources. Module touch points need to be carefully tested and incorporated into the testing throughout the project. Io’s testing methodology would typically include the following test phases in the test plan:

� Unit � Integration � System � User Acceptance � Load and Performance � Data Conversion

With a combination of centralized and distributed MCCCD functions and business processes, the MCCCD test plan would need to be comprehensive enough to involve multiple locations and participants. For this reason, we would ensure MCCCD is supported with a combination of project management consulting as well as the Io’s management team so we could provide a comprehensive perspective. The execution of the strategy would be support by a blend of MCCCD functional and technical resources as well as functional and technical consulting. Supporting a testing effort would require support from various consulting roles (e.g., project management, functional, technical, database/tuner). Understanding this, please refer to Appendix A for a list of potential consultants in those roles.

The detailed resumes for those resources can be found in Appendix G. The costs associated with this specific consulting role can be found in Appendix B.

(5.1.7.) Documentation: MCCCD may seek assistance in the development of

technical and end-user documentation.

Whether the project is an upgrade or an enhancement to the existing application, Io will work with the individual core team members to gather critical details on the business processes, functional and technical specifications, and participate in the development of the documentation. MCCCD will have options for the documentation of the specification, business processes, and end user procedures. In previous projects, Io Consulting has worked with the Oracle|PeopleSoft User Productivity Kit (UPK) tool and content. This has proven to be an effective way to capture detailed steps within the Campus Solutions and Human Resource application, which can then be later utilized in training to a broader audience. The tool has other uses, which can be discussed during the planning phase to determine the exact strategy that will fit almost any project objective. Documentation is a powerful knowledge transfer tool so we would look to the functional consultants to help facilitate the development of the documentation but we would leverage MCCCD project team members to do most of the documentation activity. Understanding this, please refer to Appendix A for a list of potential consultants in those roles.




(5.1.8) Training: MCCCD may seek assistance in the development and provision of

enduser technical and/or functional training

Io’s Training and Consulting Divisions have a proven track record of working closely together designing and delivering comprehensive strategies that meet the training needs of a PeopleSoft Campus Solutions implementation. In close partnership with MCCCD, Io will design a customized training plan addressing each of the key training requirements to ensure a smooth system transitions and well-trained MCCCD staff.

Target Training Audience

When developing a staff-training plan, Io has found it important to categorize the plan into three distinct areas:

• Project Functional Team (Functional Leads/ Subject Matter Experts)

• Help Desk Support Personnel

• End-Users

With MCCCD’s multi campus environment, these audiences may be in different locations. Often times, it is more cost effective if the instructor travels to separate locations instead of requiring several participants to travel to one location. Io will work with MCCCD to map out specific details to ensure travel expenses are controlled and the maximum benefit of the training is realized. The matrix below highlights just a couple of our trainers that we would consider proposing on a MCCCD project.

ROLE CONSULTANT

End User Training Joanne Gray

End User Training Karen Nixon


(5.1.9) Reporting: MCCCD may seek assistance in the development and

implementation of Enterprise Reporting, data warehousing, and Decision Support

Systems.

Within the Planning Phase of our methodology we will work with MCCCD project leadership to define a scalable, flexible and sustainable data warehouse architecture and approach to help satisfy current business needs while enabling the deployment of a world-class business intelligence solution. Io will also support the implementation of a warehouse solution that is both efficient and effective. We will work with MCCCD resources to create an architecture that accounts for multiple tiers of use. Transactional, operational and analytical users require similar tools but have rather different needs. Transactional users must have near immediate access to



transactional data. Operational users, while very similar to their transactional counterparts, need regularly updated information to plan and simulate potential outcomes for activities such as financial aid disbursement and admissions. The third tier of users differs from transactional and operational equivalents due to the nature and immediacy of information needs. Analytical users require data to be static for a period of time in order to perform adequate analysis. We are helping our customers at The Ohio State University as well as New York University execute this very model. The matrix below highlights just a couple of our resources that we would consider proposing on a MCCCD project involving Enterprise Reporting and Data Warehousing.

ROLE CONSULTANT

Project Manager Jeremy Sisk

Functional Consultant – Campus Solutions Kathleen Carley


(5.1.10) Directory Integration: MCCCD may seek assistance in the development

and implementation of Directory Integration between the Enterprise application

and Maricopa central directory system.

See answer to 5.1.11. below

(5.1.11.) Portal: MCCCD may seek assistance in the development and

implementation of Enterprise Portal Solutions.

Io Consulting has assisted a number of clients with Enterprise Portal roll out as well as integration between enterprise applications and identity management. In fact, the vast majority of our clients have some form of portal and enterprise authentication and directory services. As part of an overall portal implementation, specific elements will require reliance on directory integration. For example, Duke University utilized LDAP-enabled central authentication services at the point of portal sign-in. We assisted Duke with the web services integration between identity management and PeopleSoft portal as well as Campus Solutions. At New York University, our consultants worked with their portal branding and content as well as the identity management staff to create single sign-on capabilities between PeopleSoft applications using a combination of Shibboleth and LDAP authentication protocols with a central authentication service. While at Strayer University, our team assisted IT staff with the integration of Microsoft Active Directory and enterprise application such as PeopleSoft Portal and Campus Solutions. Whether the identity management solution utilizes Kerberos, Shibboleth and/or LDAP; Io Consulting possesses deep and proven experience integrating enterprise applications with identity management solutions. According to our research, Maricopa’s Enterprise Identity Management service offerings include a Maricopa Enterprise ID (MEID), directory services and authentication protocols such as LDAP. We also recognize that Maricopa may desire individual campus content while still maintaining some control. We have performed similar portal content development and integrations at previously locations. Regardless of the technologies in play, our consultants are familiar with best practices and open standards which will ultimately lead to a quality and robust solution.



The matrix below highlights just a couple of our resources that we would consider proposing on a MCCCD project involving Enterprise Reporting and Data Warehousing.

ROLE CONSULTANT

Technical / Programming Resource Ravi Madhok

Technical / Programming Resource Shaun Gilboy


(5.1.12.) Enterprise Management: MCCCD may seek assistance in the deployment

and operation of enterprise management tools.

Io Consulting has supported many enterprise management tools over the course of several Higher Education projects. Some examples include help desk, change control, and performance testing tools. Our resources are available to assist MCCCD in this area if called upon. (5.2.) Maricopa assumes the assignment of internal resources. Describe what

process you will use to train these individuals in your tools and preferred

methodologies.

Io Consulting has a flexible methodology that adapts to the specific goals and requirements of each project. To ensure MCCCD resources have the proper understanding and clear expectations of an individual project approach, we will leverage the most successful techniques used on other Higher Education projects. These techniques include the following:

• Providing expert consulting and beginning each project with a detailed planning phase

• Clearly defining and documenting the scope of the project • Clearly defining, communicating, and documenting roles and responsibilities for each

effort • Having a clear communication strategy which includes outreach to internal project

participants as well as external project stakeholders • Establishing a project kick-off for all project participants • Periodic ‘open’ project status meetings • Making project timelines and milestones available to all project stakeholders

In essence, we would provide a project framework and expert consulting to tailor a specific approach that would help MCCCD reach its objectives in the most efficient manner possible.

(5.3.) Describe any experience implementing major software applications within a

higher education organization, including the name of the organization, the

application/s (including vendor/s) implemented; the project timelines, and the

extent of involvement by the Proposer.

In addition to the many higher education projects listed in Appendix F of our response, the following case studies highlight two specific projects we’d like to highlight. Project: The University of Arizona 2007 - 2010



Solution Io Consulting was selected to provide the following key consulting positions for the University of Arizona’s PeopleSoft Campus Solutions implementation:

• Project Manager • Technical Lead • Conversion Leads • Admissions / Campus Community Lead • Student Records Lead • Financial Aid Lead • Student Financials Lead • Advising Lead

The University of Arizona project includes the implementation of all the major PeopleSoft Campus Solutions modules. Our experience and track record at the University of Arizona are particularly relevant to MCCCD due to the following:

• Size of the project. The University of Arizona has over 37,000 current undergraduate students, many graduate programs, and multiple locations.

• The campus is simultaneously implementing PeopleSoft Oracle Campus Solutions, Human Resource (in a separate database), Kuali Finance, Oracle/PeopleSoft EPM and OBIEE, Kuali Grants, Hobsons Recruiting, and a campus wide portal solution.

• The University of Arizona and MCCCD shares similar state reporting requirements.

Project: New York University 2008 - 2010 Solution Io Consulting was selected to provide the following key consulting positions for the NYU Campus Solutions implementation:

• Project Manager • Technical Lead • Conversion Leads • Admissions / Campus Community Lead • Student Records Lead • Financial Aid Lead • Student Financials Lead • Advising Lead • OBIEE / Reporting Lead • Portal Lead

The NYU project includes the implementation of all the major PeopleSoft Campus Solutions modules. Our experience and track record at NYU are particularly relevant to MCCCD due to the following:

• Size, Complexity, and Geography of the project. NYU has over 40,000 undergraduate students, 14 schools and colleges at five major centers in Manhattan and in more than 25 countries around the world.

• The project involved replacing an aging legacy system with the newest technologies from Oracle including the Portal, Data Warehousing and OBIEE.

• Io's project methodology was selected after careful evaluation and was found to be the most comprehensive methodology possible to deliver high quality results.



(5.4.) Describe the extent of experience by the Proposer with PeopleTools, SQR,

PL/SQL, Java, Application Engine, COBOL, Workflow, SOA, Oracle/PeopleSoft

Student Administration and/or HCM, eBusiness Suite, or any other products

relevant to this RFP.

Io Consulting is staffed with expert technical consultants who specialize in Oracle|PeopleSoft tools and the underlying technology. There are hundreds of examples of our experience utilizing the technology inherit with the application. Some recent and specific examples of this experience include:

• Duke University – Upgrade project to Oracle|PeopleSoft Campus Solutions v9.0 where our consultants developed a series of web services within Campus Solutions to enable open-source publishing and consuming of student enrollment data from a custom java application used by Duke as a front end.

• University of Arizona – Oracle|PeopleSoft Campus Solutions v9.0 implementation project where our consultants are supporting the development of SOA style interfaces into and out of Oracle|PeopleSoft enabling tighter and real time integration between Campus Solutions and their 3rd party applications and systems

• Bowling Green State University – Implementation of Oracle|PeopleSoft Campus Solutions v8.9 and Upgrade to Oracle|PeopleSoft Campus Solutions v9.0 where our consultants developed a series of web services within Campus Solutions to enable open-source publishing and consuming of student application data from a custom web application used by BGSU as a front end.

Io also offers several packaged service offerings that will assist MCCCD in adopting new technologies and maximize its current ERP investment, including:

• SOA Jumpstart, including training and consulting services to assist with the adoption of SOA within the existing Oracle & PeopleSoft applications to improve integration.

• Upgrade Planning, to plan for an efficient and quick upgrade. • Batch Processing, to analyze and offer recommendations to reduce batch

requirements and improving operational efficiencies

(5.5.) Describe the length of time the Proposer has been in business as the entitity

responding to this RFP.

Io Consulting has been incorporated for 14 years.

(5.6.) Describe the number, experience, and specialties of the Porposer’s staff

dedicated to the PoeopleSoft or eBusiness practice. Please include resumes of

potential proposed staff.

Io Consulting specializes in Oracle|PeopleSoft applications and tools. The matrix below represents where our employees fit into relevant categories for MCCCD:

POSITION # OF

EMPLOYEES

Technical Consultants * 27

Human Resources/Human Capital Management 6



POSITION # OF

EMPLOYEES

Student Admin/Campus Solutions 32

Financial 13

EPM (Fusion Intelligence & Data Warehouse) 3

Training Instructors 3

Subtotal 84

Management Team 9

Dedicated Training 4

Total Employees 97

*Note: Several of the CS, HR, & FIS technical resources also provide upgrade services

(5.7.) Describe what facilities and staff, if any, are permanently located in the

Phoenix Arizona metropolitan area.

Although located in the Southern California area, Io Consulting has staff and management located throughout the United States. We have several consultants in the Phoenix metropolitan area. We also have management team representation within a short drive from Phoenix.

(5.8.) Describe any products within the Oracle or PeopleSoft environments that

you may be able to offer MCCCD to enhance the operation of their

Oracle/PeopleSoft systems.

Io Consulting is a consulting services firm and not a re-seller of Oracle applications or tools.

(5.9.) Specify the process Proposer will use to communicate organizational

changes that impact these services to MCCCD.

Io Consulting does not anticipate any organizational changes. Io will be providing two points of contact for MCCCD. Steve O’Donnell will be the day-to-day contact for any project or planning needs, while MJ Witkower will provide quality assurance support. Both will be present in most circumstances. In the unlikely event of an organizational change within Io Consulting, MCCCD will be notified immediately by a member of the Io Management team.

(5.10) Provide the maximum percentage price increase for years two to five as

compared to year one.

Io Consulting will not increase the rates proposed. (5.11) Maricopa prefers that the Proposer provide workstations and administrative

support for their own employees.

Io Consultants will be equipped with their own laptop computers and be supported internally for that equipment. We would rely on MCCCD to provide a physical space for each to work while on site.



(5.12) Documentation and all deliverables resulting from this contract shall

remain the property of MCCCD.

Io Consulting acknowledges that the deliverables resulting from any effort will remain the property of MCCCD.

Section IV – Respondent Questionnaire Information

(7.1.) Description of Firm/Personnel

A. History of Firm

Io Consulting was founded in 1996 to provide expert-level consulting services to clients engaged in PeopleSoft implementation and upgrade projects. In 1999, Io Consulting refined its focus to concentrate exclusively on the Oracle|PeopleSoft needs of the Higher Education sector.

1999 was also the year in which Io Consulting began work on the California State University’s Common Management System (CMS) PeopleSoft project. Since then, Io has played an important leadership role in every major aspect of that expansive effort ranging from its major technology enhancements to upgrades and implementations for PeopleSoft Human Resources, Finance, and Campus Solutions across all 23 CSU campuses.

In 2002, Io Consulting responded to requests that expanded the availability of our services across the entire country. Today we are leading Oracle|PeopleSoft project efforts across the country.

For a complete listing of all Io clients as well and specifics about the services provided, please reference Appendix E & F.

B. Key Staff

The grid below lists key Io Management staff members who will be supporting MCCCD.

IO KEY

MANAGEMENT

PERSONNEL ROLE RESPONSIBILITIES

Steve O’Donnell Director of Project Development and Administration – West

• Manage relationship between MCCCD and the consulting firm

• Assist with establishing a project plan

• Manage the consulting team

• Manage the coordination of all project activities

• Assist MCCCD project leadership and project personnel

MJ Witkower Director of Account Management

• Quality Assurance of and consulting/project Io will support

• Io Consulting internal project leadership training

• Client risk identification and mitigation

In accordance with Section 7.1.B.iii of the Maricopa County Community College RFP# 2977-10, we have listed some of our consultants who we would consider proposing to



MCCCD as candidates along with the requested information in Appendix A. Detailed resumes for each candidate listed can be found in Appendix G.

C. Organization Chart

In the interest of adhering to the 25 page RFP limit, we’d direct the answer to this question in our response to question 4.2.8.

(7.2.) Past Experience

A. 3 professional client references

Please reference Appendix D for this specific information.

B. List of comparable work in the past 10 years

Please reference Appendix E&F for this specific information.

C. Formal investigations or informal inquiries

Io Consulting has not been under formal investigation or informal inquiry from any federal or state regulatory agency.

(7.3.) Products or Services Available

A. Why should Io be awarded the contract

Our integrated service offerings are built from a comprehensive understanding of the Higher Education industry, expertise with latest technologies, and deep product knowledge of software options. Io can immediately provide MCCCD a highly experienced team that possesses cross-disciplinary expertise with Campus Solutions, Human Resources, Business Intelligence, Portal, Service Oriented Architecture, and Data Warehousing. Our methodology is based on a long-term view of the impact of projects. Short-term thinking can lead to decision making that helps projects in the immediate future, but damages the institution in the long run. Io has had a strategy from our inception to build out a project methodology and company culture that best supports universities by doing the extra work necessary to focus on long term impacts. Everything from planning, management, and execution of projects is geared toward this objective.

B. Ability to provide each element of Section 5 "Scope of Work”

Io Consulting has a rich history of partnering with our clients and producing extraordinary results. In review of Section 5 of this RFP, we’re confident we can deliver the same results for MCCCD.

C. Questionnaire responses about the services that may be provided

In accordance with Section 7.3.C of the Maricopa County Community College RFP# 2977-10, we have completed the questionnaire.

D. Technological resources

Io Consultings technical resources are the best in the higher education industry. Based on their specific experiences and collective understanding of the nuances within higher



education, our consultants typically can provide technical solutions and options which leverage the latest supported technologies which will save significantly on MCCCD’s total cost of ownership. Based on the longevity of working with the application, MCCCD resources will need consultants who are up to speed on the latest enhancements and programming tools/techniques. Our consultants can do just that.

E. Additional information about Io and personnel

Io Consulting is unique in its experience and ability to successfully support complex, multi-institutional ERP projects. Our consultants are the best in the industry and we have a proven methodology and track record with all of our clients. If selected, Io is absolutely committed to providing continued service and support to MCCCD.



Appendix A – Io Consultant Candidates For MCCCD Project Work

In accordance with Section 7.1.B.iii of the Maricopa County Community College RFP# 2977-10, below is a list of consultants who we believe fit the scope detailed in the RFP. We have also provided detailed resumes for each of the consultants listed within Appendix G.

ROLE CONSULTANT YEARS WITH IO

CONSULTING

Project Manager Lucie Conner 4

Project Manager Gary Murphy 8

Project Manager Jeremy Sisk 3

Functional Consultant – Campus Solutions Darin Gordon 6

Functional Consultant – Campus Solutions Margaret Kennedy 3

Functional Consultant - Campus Solutions Megan Dugan 5

Functional Consultant – Campus Solutions Rich McGowan 6

Functional Consultant – Campus Solutions Anna Peterman 5

Functional Consultant – Campus Solutions Jim Dugan 5

Functional Consultant – Campus Solutions Kathleen Carley <1

Functional Consultant – Human Resource Dennis Rodgers 8

Functional Consultant – Human Resource Veer Trivedi 4

Technical / Programming Resource Raghu Chagarlamudi 4

Technical / Programming Resource Pat Dworning 4

Technical / Programming Resource Elton Wong 5

Technical / Programming Resource Ravi Madhok 5

Technical / Programming Resource Shaun Gilboy 4

Technical / Programming Resource Oliver Day 5

Technical / Programming Resource Sanjeev Chitkara 3

Database Resource Edwin Cheng 7

Database Resource / Tuning Resource Ginny Yuchih 5

Database Resource / Tuning Resource Robert Stojkovic 11

End User Training Joanne Gray 4

End User Training Karen Nixon 3



Appendix B – Pricing Schedule

Type of Service Hourly Rate 150

+ Hours Hourly Rate 450 + Hours

Hourly Rate 1,000 + Hours

Project Manager

$ __200___

$ __200___

$ __195___

Functional Resource – Campus Solutions

$ __200___

$ __200___

$ __195___

Functional Resource – Human Resources

$ __175___

$ __175___

$ __170___

Technical/ Programming Resource

$ __175___

$ __175___

$ __170___

Database Resource ....... $ __180___

$ __180___

$ __175___

Tuning Resource ..........

$ __180___

$ __180___

$ __175___

End User Training Resource .......................

$ __165___

$ __165___

$ __160___

Products......................... .......................................

Io Consulting is not offering any Software products as part of our response.

* Please note, the above rates are inclusive of all travel and per Diem expenses.



Appendix C – Signature Page

Pursuant to Arizona Revised Statutes 35-391.06 & 35.393.06, proposer certifies that it does not have a scrutinized business operation in either Sudan or Iran.

Lori – Can you help with the following?

SIGNATURE ________ _______

PRINTED NAME _______Steven P. Kish _________

TITLE _____President_______________________

COMPANY _____Io Consulting, Inc.

ADDRESS _____26893 Bouquet Cyn Rd._______________

CITY, STATE, ZIP ________Santa Clarita, CA 91350_______________

TELEPHONE _______877-656-6603_________________

FAX NUMBER ________877-718-7808____________________

E-MAIL ________ [email protected] ________________

Is your firm a: (X ) Corporation* ( ) Partnership ( ) Individual ( ) Joint Venture

* If a corporation, answer the following:

(a) Where incorporated:_California _______________________________________ (b) Date incorporated:__September, 2006 __________________________________ (c) Have your Articles ever been suspended or revoked? ( ) Yes (X) No If yes, when, for what reason, and when were they reinstated: Has your firm or its parent or subsidiaries ever been debarred or suspended from providing any goods or services to the Federal Government or other public entities?

If yes, when, for what reason, and when were they reinstated:



Appendix D – Bidder’s Statement

Interested Bidders are asked to review and provide, as completely and accurately as possible, a written response on each applicable section below:

TYPE OF BUSINESS ORGANIZATION

Please check the appropriate box(es).

The Bidder represents that it operates as:

__X__ A CORPORATION incorporated under the laws of

the State of California

______ An INDIVIDUAL

______ A PARTNERSHIP

______ A NON-PROFIT ORGANIZATION

______ A JOINT VENTURE

Federal Employer Identification

Number: 91-1791233

PARENT COMPANY and IDENTIFYING DATA

A "parent" company, for the purposes of this provision, is one that owns or controls the activities and basic business policies of the Bidder. To own the Bidding company means that the "parent" company must own more than 50 percent of the voting rights in that company. A company may control a Bidder as a "parent" even though not meeting the requirements for such ownership if the "parent" company is able to formulate, determine or veto basic policy decisions of the Bidder through the use of dominant minority voting rights, use of proxy voting or otherwise.

The Bidder:

______ IS _X__ IS NOT owned or controlled by a "parent" company.

If the Bidder IS owned or controlled by a "parent" company, Bidder shall provide the name, address, phone and fax numbers, and Federal I.D. No. of the company.



BIDDER REFERENCES Federal, State or Other Political Subdivision Contracts MCCCD is also interested in speaking with public agencies or educational institutions for whom you have provided such products and services covered herein:

1. Company Name: California State University System

Address: 401 Golden Shore, Long Beach CA 90802

Phone #: (562) 951-4133 Fax #:

Contact Person: Jessie Lum

Contract Period: From: 1999 To: 2011

Describe Services: Oracle|PeopleSoft Consulting Services

2. Company Name: _______The Ohio State University__

Address: Enarson Hall 154 W 12th Avenue, Columbus OH 43210

Phone #: (614) 292-1558 Fax #:

Contact Person: Nanci Gobey



3. Company Name: The University of Arizona

Address: The University of Arizona, Tucson AZ 85721

Phone #: : (520) 626-6779___Fax #:

Contact Person: Hank Childers





ADDITIONAL BUSINESS INFORMATION

Standard Business Hours

1. Days of week available for services: Typically Monday – Friday; however we can accommodate other days based on project needs of Maricopa.

2. Business hours of operation: Will be based on needs of Maricopa

3. On-call/Emergency service hours: 24/7 Phone Number(s): 877-656-6603 Web Address: www.io-consulting.com

FAX Number: 877-718-7808

General Information

4. Business License Number: Federal EIN is 91-2791233

5. Number of years in business under current name: 14

6. Number of offices in the State of Arizona: 1

7. Business Classification (check applicable category)

Minority Owned Business (MBE) Woman Owned Business (WBE)

Does your firm hold this certification from any other agencies or companies?

No: X Yes: With Whom?



ADDITIONAL BUSINESS INFORMATION (continued)

8. Name and address of office assigned to handle the MCCCD account:

Io Consulting, Inc.

26893 Bouquet Cyn Rd Suite C #293

Santa Clarita, CA 91350

9. Account Manager Information:

Name: Steve O’Donnell

Phone: 877-656-6603 x 3103

Pager:

10. Contractors License Number(s):

TYPE NUMBER

11. Do you ever sub-contract any of your services?

NO

X YES If YES, which services?: Io Consulting does occasionally subcontract for consulting services, but only with advance knowledge and approval by our customers. ATTACH ADDITIONAL SHEETS IF NECESSARY TO FURTHER DE SCRIBE THE EXPERIENCE AND QUALIFICATIONS OF YOUR FIRM FOR PROV IDING THE PRODUCTS/SERVICES UNDER THE CONTRACT.



Appendix E – Io Consulting Customer Listing

In accordance with the instructions provided in Maricopa County Community College RFP# 2977-10, the matrix below lists our consulting and training customers along with a list of relevant services provided.

CUSTOMER NAME ORACLE|PEOPLESOFT CONSULTING

OTHER RELATED SERVICES

Boise State University Y Training

Bowling Green State University Y Training

Brigham Young University, Provo Y Training

California Maritime Academy Y Training

California State University System Y Training

California State University, Dominguez Hills

Y Training

California State University, East Bay

Y Training

California State University, Fullerton

Y Training

California State University, Long Beach

Y Training

California State University, Los Angeles

Y

California State University, Northridge

Y Training

California State University, Sacramento

Y Training

California State University, San Bernardino

Y Training

CSU Office of the Chancellor Y Training

Humboldt State University Y Training

Illinois Central College Y Training

Madison Area Technical College Y

New York University Y Training, Reporting, Directory Integration

Northwestern University N Training

Ohio State University Y Training, ITIL/Production Support Planning

Ohio University, Athens N Training

Pepperdine University Y Training

Queens University Belfast Y

San Francisco State University Y Training





Texas Christian University N Training

Towson University Y Training

University of Arizona Y Oracle|PeopleSoft Business Intelligence

University of California, Berkeley Y Training

University of California, Santa Cruz Y

University of Kansas Y

University of Maryland, Baltimore County

Y Training

University of Maryland, University College

Y Training

University System of Maryland Y Training

Vanderbilt University Y

Aurora (Wisconsin) Consortium Y

Bryn Mawr College Y

California Polytechnic State University, San Luis Obispo

Y Training

California State Polytechnic University, Pomona

Y

California State University, Bakersfield

Y Training

California State University, Channel Islands

Y

California State University, Chico Y Training

California State University, Fresno Y

California State University, Monterey Bay

Y Training

California State University, San Marcos

Y Training

California State University, Stanislaus

Y Training

Catholic University of America Y Training

Cerritos College Y

City University of Seattle Y

Cleveland State University N Training

College of Lake County Y Training

College of the Holy Cross N Training

Coppin State University N Training





Duke University Y

Emory University Y

Latter-day Saints (LDS) Business College

Y

Long Beach City College (LBCC) Y

Marquette University Y Training

Maryland Institute College of Art N Training

New York University Y Training, Oracle Business Intelligence,

Oracle|PeopleSoft Enterprise Portal

Salisbury University N Training

San Diego State University Y Training

San Francisco State University Y Training, Oracle Business Intelligence

San José State University Y Training

Soka University Y

Sonoma State University Y

Southern Wisconsin Consortium Y

Strayer University Y Training, Oracle Business Intelligence, Oracle Higher

Ed. Constituency Hub (HECH), Directory

Integration

UC Berkeley Y

UC Lawrence Berkeley Labs N Training

University of Baltimore Y Training

University of Buffalo N Training

University of Connecticut N Training

University of Delaware N Training

University of Maryland, Eastern Shore

N Training

University of Oklahoma, Health Sciences Center

Y

University of South Florida, Tampa N Training

University of Texas, Health Science Center

Y

University of Wisconsin, Madison N Training

University of Wisconsin, Oshkosh Y Training



Appendix F – Io Consulting Higher Education Customer Listing

In accordance with the instructions provided in Maricopa County Community College RFP# 2977-10, the matrix below lists our Higher Education customers along with the relevant project information for each.

CUSTOMER NAME SERVICES

Boise State University • Oracle|PeopleSoft HCM Upgrade - Campus Solutions and Human Resources

Bowling Green State University • Oracle|PeopleSoft HCM Implementation – Campus Solutions

• Oracle|PeopleSoft HCM Upgrade – Campus Solutions and Human Resources

California Maritime Academy • Oracle|PeopleSoft HCM Implementation - Campus Solutions and Human Resources

• Oracle|PeopleSoft HCM Upgrade - Campus Solutions and Human Resources


• Oracle|PeopleSoft HCM Implementation - Campus Solutions and Human Resources


• Oracle|PeoplSoft Enterprise Portal Implementation

California State University, East Bay




California State University, Fullerton

• Oracle|PeopleSoft HCM Implementation - Human Resources

California State University, Long Beach



• Oracle|PeoplSoft Enterprise Portal Upgrade

California State University, Northridge




California State University, • Oracle|PeopleSoft HCM Implementation -




Sacramento Campus Solutions and Human Resources


California State University, San Bernardino

• Oracle|PeopleSoft HCM Implementation - Campus Solutions Human Resources



CSU Office of the Chancellor • Oracle|PeopleSoft HCM Implementation - Human Resources

• Oracle|PeopleSoft HCM Upgrade - Campus Human Resources

Humboldt State University • Oracle|PeopleSoft HCM Upgrade

Madison Area Technical College • Oracle|PeopleSoft HCM Upgrade

New York University In Progress:

• Oracle|PeopleSoft HCM Implementation - Campus Solutions


• Oracle Business Intelligence

Ohio State University • Oracle|PeopleSoft HCM Implementation - Campus Solutions


Pepperdine University • Oracle|PeopleSoft HCM Implementation - Human Resources and Campus Solutions


Queens University Belfast • Oracle|PeopleSoft HCM Implementation - Campus Solutions

San Francisco State University • Oracle|PeopleSoft HCM Implementation - Human Resources


University of Arizona • Oracle|PeopleSoft HCM Implementation - Campus Solutions


University of California, Berkeley • Oracle|PeopleSoft HCM Upgrade – Human Resources

University of California, Santa Cruz • Oracle|PeopleSoft HCM Upgrade – Campus Solutions

• Oracle|PeoplSoft Enterprise Portal Upgrade

University of Kansas • Oracle|PeopleSoft HCM Implementation – Campus Solutions - Academic Advising




University of Maryland, Baltimore County

• Oracle|PeopleSoft HCM Implementation - Campus Solutions

Aurora (Wisconsin) Consortium • Oracle|PeopleSoft HCM Upgrade – Campus Solutions and Human Resources

Bryn Mawr College • Oracle|PeopleSoft HCM Upgrade - Campus Solutions and Human Resources

California Polytechnic State University, San Luis Obispo


California State University, Bakersfield


California State University, Channel Islands


California State University, Chico • Oracle|PeopleSoft HCM Implementation - Campus Solutions and Human Resources

California State University, Fresno • Oracle|PeopleSoft HCM Implementation - Human Resources

California State University, Monterey Bay


California State University, San Marcos


California State University, Stanislaus


College of Lake County • Oracle|PeopleSoft HCM Upgrade – Campus Solutions and Human Resources

Duke University • Oracle|PeopleSoft HCM Upgrade – Campus Solutions

Marquette University • Oracle|PeopleSoft HCM Upgrade – Campus Solutions

San José State University • Oracle|PeopleSoft HCM Upgrade – Campus Solutions and Human Resources

Sonoma State University • Oracle|PeopleSoft HCM Implementation –Human Resources

Southern Wisconsin Consortium • Oracle|PeopleSoft HCM Upgrade – Campus Solutions (Multi Campus)

University of Baltimore • Oracle|PeopleSoft HCM Upgrade – Campus Solutions



Appendix G – Resumes

Per the requirements of the RFQ, this section contains comprehensive resumes for individual consultants. Please refer to the table below for a list of consultant resumes and their respective page numbers.

Kathleen Carley ..................................................................................................... 36

Raghu Chagarlamudi ............................................................................................. 38

Edwin Cheng ......................................................................................................... 43

Sanjeev Chitkara ................................................................................................... 50

Lucie Conner ......................................................................................................... 55

Oliver Day ............................................................................................................. 59

James Dugan ......................................................................................................... 64

Megan Dugan ........................................................................................................ 67

Patrick Dworning .................................................................................................. 71

Shaun M. Gilboy .................................................................................................... 75

Darin Gordon ......................................................................................................... 78

Joanne Gray .......................................................................................................... 83

Margaret L. Kennedy ............................................................................................. 87

Ravi Madhok .......................................................................................................... 91

Richard McGowan .................................................................................................. 98

Gary Murphy ........................................................................................................ 101

Karen Nixon ........................................................................................................ 107

Dennis Rodgers ................................................................................................... 110

Jeremy Sisk ......................................................................................................... 115

Veer Trivedi ......................................................................................................... 119

Anna Tsoung Petermann ..................................................................................... 124

Elton Wong .......................................................................................................... 129

Virginia Yuchih .................................................................................................... 132



Kathleen Carley

Background

• Functional Student Records Lead with ability to effectively liaison between both technical and functional teams

• Strong ability to deliver Data Warehousing solutions with current toolsets (OBIEE) from a business process perspective.

• Experience successfully leading teams and meeting objectives within large-scale SIS projects at high-profile Higher Education Institutions

Project Experience

Functional Team Lead, Student Data Warehouse, University of North Carolina, Chapel Hill September 2008 to present • Develop project plan for implementing the student portion of an enterprise-wide data warehouse • Identify reports essential for conducting business throughout the admissions and student life-cycle • Perform fit gap between reporting needs and the data elements in the delivered data warehouse • Develop prototype reports and views in the data warehouse Director of Student Information Services & Systems Trinity College, Duke University 2002 to August, 2008 • Directed Trinity College efforts to promote expanded use of PeopleSoft functionality by faculty, advisors, deans, and

departments • Queried PeopleSoft’s admissions, records, and advisement data on an ongoing basis for the Dean of Trinity College

and his assessment staff. This data was used for curriculum review, course demand, faculty effort, and the College’s annual reports

• Designed and rolled out reports for end users in the academic departments, Office of Study Abroad, Office of Undergraduate Scholars and Fellows, and the Academic Advising Center

• Served as the liaison between Trinity College and the Student Information Services and Systems (SISS) Office. Served as an upgrade partner for the University-wide upgrade to Oracle 9.0

• Spearheaded the re-engineering of the first-year enrollment process: set goals and timelines, developed an online process and course registration documentation for students, developed benchmarking and demand analysis reports

• Oversaw the conversion of Study Abroad course data into PeopleSoft • Streamlined the Focus Program admissions and enrollment process; the process is now driven by PeopleSoft data • Designed a web-based course approval form that integrated PeopleSoft course data. The College moved from a

paper-based form to a web form that could be accessed by faculty, departmental assistants, the Trinity Course Committee and the Registrar’s Office staff

• Directed the re-design of the Trinity College website

Associate Director, SISS Office Duke University 1997 to 2002 • Served as student records functional lead for the PeopleSoft implementation. Responsibilities included:

converting student and course records; testing setup data, interfaces and customizations; re-engineering the



student registration and the course scheduling processes; and collaborating with key stakeholders to ensure a successful implementation

• Worked with web developers to design, test and roll out ACES and STORM, Duke’s in-house self-service module for students, faculty and staff

• Analyzed business process needs and provided solutions for central offices, undergraduate, graduate and professional schools

• Developed training modules and documentation for end users • Led student records users group in addressing common issues and promoting standardization and efficiencies

among the various offices

Education

B.S. Human Ecology

Cook College, Rutgers University



Raghu Chagarlamudi

Summary

• Lead applications developer at Duke University on their HCM 8.0 to 9.0 upgrade

• Lead applications developer at the University of Baltimore on their HCM 8.0 to 9.0 upgrade

• Lead applications developer at the College of Lake County on their HCM 8.0 to 9.0 upgrade

• Technical Upgrade specialist at the Madison Area Technical College on their 8.8 to 9.0 Finance upgrade

• Lead applications developer at California Polytechnic State University on their HCM 8.0 to 8.9 upgrade

• Technical Upgrade specialist on the California State University’s HCM 8.0 to 8.9 upgrade team

• Technical Lead on the California State University’s HCM 8.9 upgrade team

• Technical Application Manager implementing CRM, ERM, FSCM for the Mexican Tax Administrative Service, the largest combined software and services deal (over $52 million) in PeopleSoft history

• Technology lead for the Learning Solutions implementation at Chicago City Colleges

• Technology consultant and lead in the HCM and Learning Solutions implementation at Heald Colleges

• Technology consultant for HCM and Learning Solutions upgrade at DePaul University

• Technology consultant for the HCM implementation at the University of Maine, designed and developed conversion processes from the University’s legacy system to PeopleSoft

• Technology consultant for the HCM implementation at the Washington University, designed and coded a major customization of the delivered HCM processes to support the university’s unique business processes requirements

• Technology consultant assisting in the production support of HCM (Benefits/Payroll) for the Administrative Office of the US Courts

• Technology consultant leading a PeopleTools upgrade

PeopleSoft Project Achievements

Lead Developer Duke University (Durham, North Carolina)

• One of the lead developers that customized all aspects of CS 9.0 self-service components that included Student Services Center, Student Center and Faculty Center

• Developed custom self-services processes utilizing HCM Services Framework (Services Oriented architecture with HCM registry objects and application packages). Processes included Milestones, Religious Preferences, Relationships, Duke Community Standards and Work Experience

• Assisted with security with configuring student admin security (Student Groups, Academic Plans etc) and developed custom search views and processing to support and enforce row level security

Lead Applications Developer University of Baltimore (Baltimore, MD)

• Provided technical leadership and support in the HRSA 8.0 to HCM 9.0 upgrade, resolved issues with application engine, application packages, PeopleCode, security, SQR’s, COBOL and supported client developers

• Standardized the security model to support HCM 9.0 objects and processes

• Upgraded and configured STAT – version control software to manage PSFT objects and file share



Lead Applications Developer College of Lake County (Grays Lake, IL)

• One of several lead developers that supported the HRSA 8.0 to HCM 9.0 upgrade

• Retrofitted 8.0 customizations of application engine, application packages, PeopleCode, SQR and Crystal Reports

• Redesigned and developed a new Student Financials Invoice template using the XML Publisher tool

Upgrade Specialist Madison Area Technical College (Madison, WI)

• Performed database upgrades of FIN 8.80 SP1 to FIN 90 MP5 • Resolved database upgrade and application upgrade issues including the use of all PeopleSoft tools

such as change assistant, application engine, DataMover etc.

Development Lead California Polytechnic State University (San Luis Obispo, CA)

• Lead developer for technical retrofits for multiple modifications in the HRSA 8.0 to HCM 8.9 upgrade

• Applied PeopleSoft bundles and fixes to 8.9 instances and supported underlying testing

• Developed numerous modifications in and around Student Center self service functionality

• Developed and tested workflow events in key self service areas

• Worked with functional leads in the regression testing of the modifications

• Assisted with the technical upgrade passes on site

• Assisted campus teams with the development of various upgrade pass strategies and timings

Development Lead California State University, Dominguez Hills

• Created detailed technical specification for HCM v8.9 self service modifications for Personal Information, Paycheck Data and Employee Balances and modified PeopleSoft to support the requirements

• Provided technical knowledge transfer and trained client staff on all modifications

Upgrade Specialist California State University System (Long Beach, CA)

• Worked with a centralized upgrade team in performing database upgrades from HCM 8.0 to HCM 8.9 for numerous universities within the CSU system and participated in several move to productions

• Experienced with CMS upgrade processes and procedures used in upgrading HCM 8.0 to HCM 8.9

• Experienced in resolving database upgrade and application upgrade issues including the use of all PeopleSoft tools such as Change Assistant, Application Engine, DataMover etc.

• Assisted the Upgrade Team management in project planning activities specifically in the areas of baseline release and upgrade versioning

Technical Lead California State University System (Long Beach, CA)

• Supported HRSA 8.0 and HCM 8.9

• Trouble shooting of HCM v8.9 self service functionality supporting system wide campus initiatives

• Coded application changes and performed upgrades for the CSU’s upgrade from HRSA 8.0 to HCM 8.9

• Provided project management assistance to an upgrade team of 10 technical upgrade resources



Technical Application Manager/ Systems Engineer Mexican Tax Administrative Service (Mexico City, Mexico)

• Led the CRM (8.9), ERM (8.8), FSCM (8.8) consultants in designing a tax administrative system for the Government of Mexico

• Developed a project plan for the functional (business processes and fit/gap analysis) and the technical (detailed designs and application construction) activities using the PeopleSoft implementation methodology (COMPASS) as a framework

• Prepared weekly status reports on the implementation status and team activities for the project executives

• Worked with functional and technical consultants in addition to client resources in the design of on-line, batch and integration processes, leveraging the capabilities of the PeopleTools 8.45 technologies

• Led the design and development of working prototype application to illustrate a “proof of concept” on how PeopleSoft can be used as a Tax Administrative system

Systems Engineer Chicago City Colleges (Chicago, IL)

• Served as Technology Lead for the Learning Solutions (Admissions, Student Records, Financial Aid, Student Financials) implementation

• Reviewed and evaluated all technical designs for customizations, conversions, integration, reporting and security proposed by the primary implementation partner

• Provided guidance to the implementation partner in the database environment strategy for object and data migration

• Supported functional consultants in the analysis phase by reviewing fit/gap documents

• Proposed technical solutions for the gaps

Systems Engineer San Jose State University (San Jose, CA), 06/2004 – 06/2004

• Developed a technical project plan for an internal messaging system to enable individuals or offices to send text messages targeted to specific students or groups of students when logging into their self-service accounts

• Identified all activities, tasks and time estimates for the project.

Systems Engineer Heald College (San Francisco, CA)

• Worked a lead technical consultant on the HCM (HR, Base Benefits, Payroll) and Learning Solutions (Admissions, Student Records, Financial Aid, Student Financials) implementation

• Led design and development of a major Financial Aid modification that allowed the institution the flexibility in processing Financial Aid around a student’s academic period

• Assisted in the FA conversion processes using a combination of application engine and component interface processes to validate data against the business rules

• Designed and developed all on-line customization for the Admissions, HR and Benefits modules

• Developed custom workflow processes to support the institution’s HR and Admissions processing

• Assisted the technical staff in troubleshooting database, appserver, PeopleTools issues and COBOL processes,

• Provided guidance with the PeopleSoft architecture

Technical Consultant San Francisco Unified School District (San Francisco, CA)

• Worked as a technical consultant on the HCM (HR, Payroll, Base Benefits) and Financials (General Ledger, Accounts Payable, Purchasing) implementation



• Re-designed and developed a custom SQR interface program that sent payroll data to the State Teachers Pension system

• The new interface decreased the processing time from six hours to 20 minutes

• Modified the delivered Purchase Order report to include a numerous custom fields

Technical Consultant University of Maine (Bangor, ME)

• Worked as a technical consultant on the HCM implementation

• Designed and developed SQR conversion programs for the HR, Benefits and Payroll modules, specifically converted the Job, Personal Data and Balances data structures

• Analyzed the legacy reporting system and reports to determine the future reporting requirements and designed report specifications for those reports determined to be critical for their business processes

Technical Consultant Washington University (St. Louis, MO)

• Participated in the HCM implementation (HR, Base Benefits and Payroll) and worked as a technical lead and developer

• Designed and developed a highly customized workflow layer for the HR and Payroll modules and involved coding over 3000 lines of new PeopleCode to support on-line components and batch processes

• Worked on setting up the Integration Broker components to support the asynchronous interface requirements of two PeopleSoft HRMS databases

• Provided troubleshooting tips and work-arounds to resolve issues, trained client technical resources in using PeopleSoft technologies (application designer, PeopleCode, application engine etc.)

Technical Consultant Administrative Office of the US Courts (Washington, DC)

• Assisted the agency’s production support team in resolving technical issues with the Benefits and Payroll modules of HCM (7.5x)

• Presented the project management team an overview of PeopleSoft 8 integration technologies which included application messaging, component Interfaces and workflow in order demonstrate how the these tools could be used in their upgrade

Technical Consultant Richmond Power and Light (Richmond, IN)

• Led the client’s technical team in a PeopleTools upgrade from release 8.12 to 8.15 (Oracle 8.1 database)

• Analyzed upgrade reports (DDDAudit, Sysaudit, Alter Audit)

• Corrected database problems identified in reports

• Installed and configured PeopleSoft’s Upgrade Assistant tool

• Corrected errors resulting from the upgrade process.

Technical Consultant Carrefour (Paris, France)

• Served as workflow lead in the global implementation of PeopleSoft Financials 7.52

• Designed and developed custom workflow approval processes for the Purchasing and Accounts Payables modules

• Provided integration to Lotus Notes email



Technical Consultant University of Oklahoma Health Sciences Center (Oklahoma, OK),

• Served as workflow lead in the implementation of the Purchasing module for PeopleSoft E&G Financials

• Worked with client subject matter experts in developing business process flow documentation for their purchasing approvals and customized the delivered PeopleSoft workflow processes

Other System Consulting Roles

• PeopleSoft Development (PeopleSoft Inc. – Federal HRMS product line)

• Boise State University (PeopleSoft Inc. – HRSA)

• Department of Energy (PeopleSoft Inc. – HRMS)

• Kansas Department of Revenue (American Management Systems Inc.– Tax Administrative Systems)

• Mississippi State Tax Commission (American Management Systems Inc.– Tax Administrative Systems)

Awards

PeopleSoft Outstanding Contributor (2004)

Education

Bachelor of Commerce (Management and Information Systems) University of Ottawa (Canada)

Certified PeopleSoft Technology Consultant



Edwin Cheng

Summary

• Over nineteen years of IT experience in all phases of implementation and upgrades of computer systems and applications, including: project management, maintaining project schedules, system architecture, technical analysis, database design, application testing, performance tuning, post-production support, Preparing and presenting project briefings to senior management

• ERP, PeopleSoft HRMS / Campus Solutions, and Financials experience in the following industries: academic institutions, high-tech, manufacturing, food, bio-med, healthcare

• Managed and supported technical (application, system, and database) and functional development and upgrade

Experience

Technical Upgrade Lead (PeopleSoft HCM/CS 8.9 & Finance 9.0) Chancellor’s Office, California State University System

• Upgrade Lead for HCM / Campus Solutions and Financials Upgrade teams

• Provided PeopleSoft PeopleTools and application upgrade services

• Completed 23 campus upgrades, including the initial and Move-To-Production upgrade passes, from HRSA 8.0 to HCM/CS 8.9

• Completed 23 campus upgrades, including the initial and Move-To-Production upgrade passes, from Finance 8.4 to Finance 9.0

Senior Application Systems Lead (PeopleSoft HRMS)

• Supported PeopleSoft HRMS 8.x, other third-party applications, and internal business applications written in VB and/or using FileNet products

• Interfaced with Business Areas

• Responsible for systems troubleshooting and resolution

• Served as application expert and end-user liaison for post-implementation issues regarding detailed/technical system capabilities and enhancement requirements

• Provided project leadership and oversight on application enhancements to ensure consistent standards among suite of FileNet business systems, including light project management

• Managed and performed implementation or upgrade project for application

• Provided tier 2/3 functional and technical support

• Coordinated with the application vendor/development team to resolve problems/trouble tickets

• Responded 24/7 to troubleshoot support issues (available by pager)

• Performed maintenance support (e.g., patch application or upgrade) and application enhancements to support end-user requests

• Reviewed or created technical specifications for software changes and enhancements

• Coded & tested application programs

• Investigated, implemented, & maintained correction and lead recovery processes/activities for application or data

• Tested and controlled changes in the production environment

• Responsible for application performance on database, network, and operating system during development, modification, and support

• Maintained and administered application security according to HIPPA & Sarbanes Oxley



PeopleSoft DBA/Upgrade Lead

System & Database

• Maintained and supported the IT infrastructures (Oracle on HP-UX and Web technology)

• Provided HP-UX 11.x system and Oracle database (1.2 TB size) administrative services

• Provided performance tuning to PeopleSoft application, Unix, and database servers

• Troubleshot problems and tuned the system/database to gain better performance

• Provided backup and restore strategies of system and database to the clients

• Developed various shell scripts and used packages to monitor and collect system and database statistics

• Designed and implemented system and database level security for the PeopleSoft applications

PeopleSoft

• Performed upgrade on PeopleSoft HR and Financials applications and PeopleTools

• Designed and developed PeopleSoft application security on PeopleTools, objects, row-level data, etc.

• Applied PeopleTools and PeopleSoft HR and Financials applications’ updates/fixes and upgrades

• Reviewed customer's technical environment to ensure implementation/upgrade meets business objectives for PeopleSoft 8 implementation/upgrade

• Tested applied updates and fixes with PeopleCode, Panel/Pages, Menu, Application Engine, Cobol/SQR programs and SQL statements on both client and the database server

• Planned client/server and web environment for Oracle on HP-UX servers, BEA WebLogic and PC/Web clients and extended to the production environment

Technical Project Manager

• Managed resource planning, procurement, and budget across all disciplines on projects

• Acted as single point of contact for all aspects of project, including, but not limited to scope, budget, and schedule

• Partnered with clients’ business unit(s) to understand business requirements and strategies to create suitable project plans to support the needs

• Prepared business cases, project estimators, project proposals

• Developed project schedules

• Produced and maintained accurate project plans according to methodology

• Coordinated business, development, and system/architecture teams to meet all business needs and provide scalable, integrated solutions

• Responsible for managing successful delivery of a project initiatives

• Determined project scope(s) and developed project plan, defining/documenting resources, skill requirements, project plan, milestones and metrics

• Managed project escalations and issues to closure

• Ensured involvement and buyoff on project plan and deliverables from business, architecture, engineering, support, and security teams

• Monitored, tracked, and reported on projects progress, deliverables, and quality assurance

• Conducted regular project status meetings and clearly communicated with team members, business clients and external consultants regarding project status

• Provided project updates and issues to senior management or Steering Committees

• Initiated action to identify and resolve project problems/issues and report to management on mitigating steps and actions taken to ensure timely deliverables, project success and quality

• Performed risk assessment and contingency planning

• Managed business-related third-party vendors, depending on business PM ownership

• Managed & enforced change control processes



• Identified & managed cross-project dependencies

• Provided overall leadership consultant teams and/or customer teams on projects

• Acted as front-line contact with client representatives on project-related issues, responding to customer concerns with clear and concise feedback

• Participated in RFP responses and developed consulting estimates

• Identified new business opportunities and referred to appropriate Consulting Services Managers

• Provided expertise to assist in the planning and execution of proposals

• Cultivated and maintained strong relationships with the customer’s management and project teams

• Worked with colleagues, customers, and other resources in a collaborative manner to reach decisions and solve problems

• Acted as mentor to team members, providing leadership in developing skills and breadth of knowledge

• Provided / led the consultant team with PeopleSoft Internet Architecture technology and install/upgrade skills/knowledge

• Acted as the Technical Lead in a small to medium size project

• Provided PeopleSoft HRMS/Financials Project Planning Workshops to customers

Systems Engineer

• Responsible for full life cycle implementation, including: architecture/infrastructure, technical analysis, database design, application testing, and performance tuning

• Provided technical consulting to customers on requirements analysis, architecture, system design, relational database, systems integration, installations/upgrade products, system and application performance tuning, implementation strategies, work estimates, work plans, project proposals, and implementation problems

• Worked at the customer site, identified and provided solutions to broad, complex, and critical issues

• Developed new or enhanced methods and techniques to resolve problems;

• Recommended alternatives and provided risk assessments based on areas of expertise

• Contributed to the overall planning of projects by recommending approaches, identifying resources, and developing timelines

• Anticipated changes required in project plans and processes and recommended alternative approaches to the Project Manager

• Led a small to medium team on engagements

• Managed engagement scope and client expectations

• Planned and organized the work of the team

• Monitored, and reported on project status

• Developed and fostered a collaborative working relationship with customers

• Worked collaboratively with consultants, project managers, and corporate staff to develop consulting and project methodology, techniques, tools, and solutions

• Developed methods and techniques to improve process of delivering solutions to customers

• Provided guidance, assistance, and training opportunities to team members and customer staff

• Mentored and coached analysts and consultants

• Participated in sales activities, client development, and proposal development

System & Database

• Built IT infrastructures (Oracle / SQL Server on Unix / NT and Web technology) and performed system integrations to meet client’s environment

• Provided Unix/NT system and Oracle database administrative services to clients

• Provided performance tuning to both Unix and database servers



• Troubleshot problems and tuned system/database to gain better performance

• Provided backup and restore strategies of system and database to clients

• Developed various shell scripts and used packages to monitor and collect system and database statistics

• Designed and implemented system and database level security for the PeopleSoft applications

PeopleSoft

• Performed installations / upgrades on PeopleSoft E&G and Commercial versions of HRMS and FSCM applications and PeopleTools

• Designed and developed PeopleSoft application security on PeopleTools, objects, row-level data, etc.

• Applied tools and applications’ updates / fixes and upgrades on the FDM, HRMS and Student Administration (Learning Solutions) products for E&G and Commercial customers

• Reviewed customer's technical environment to ensure implementation / upgrade meets business objectives for PeopleSoft 8 implementation / upgrade

• Tested applied updates and fixes with PeopleCode, Panel/Pages, Menu, Application Engine, Cobol/SQR programs and SQL statements on both client and the database server

• Planned client/server and web environment for Oracle/SQLServer on Unix/NT servers, BEA WebLogic and Microsoft I.I.S. server, and PC/Web clients and then extended to the production environment

• Provided performance tuning to PeopleSoft applications, databases, and Unix servers

• Provided rapid knowledge transfer and mentoring for customer's technical team

Senior Consultant

• Provided business requirement analysis in connection with client’s software system needs

• Conducted database prototyping based on client’s software needs

• Developed functional specifications

• Conducted data and function mapping

• Administrated Oracle databases for Customer Support Services

• Supported / maintained Clarify application on Oracle database for Customer Support Services

• Set configuration tables on Oracle transaction/control tables

• Found Oracle database solutions for various business functions

• Set-up security and authorization on systems

• Provided user documentation and support

• Conducted data migration and reconciliation

• Installed and tuned modifications on Oracle database

• Upgraded/supported Oracle and HP-UX and migrated Clarify databases

Systems and Database Administrator

• Administered a mid-size site alone and assisted in the administration of a larger site

• Established and recommended policies on system use and services

• Initiated new responsibilities and helped plan for the future of the site

• Evaluated and recommended purchases; had influence on purchasing process

• Responsible for some purchasing and for purchase justification

• Managed novice system administrator or operator

System & Database

• Installed, upgraded, and supported the Oracle Server and application tools on server and clients

• Created primary storage structures and objects

• Allocated system storage, planned future storage requirements, modified the structure



• Backed up, recovered, and tuned the database

• Designed data modeling & implemented according to the user specifications

• Installed and supported MIDAS (on HP & Oracle) for factory operations

• Installed and supported EDI/e (on HP & Oracle), phone ordering system (connected to SAP)

• Supported HP 9000 700/800 workstations/severs with HP-UX

• Supported SUN server with SunOS/Solaris

• Created accounts and monitored usage

• Monitored CPU/disk usage and predicted the future growth

• Configured and setup NFS (automounter) to share files and applications

• Built local NIS and DNS to utilize network resources

• Supported LVM and RAID (mirroring) technology to manage disk (storage) resources

• Maintained system security and monitored performance and system resources

• Developed scripts with system commands for various administrative tasks

Systems and Database Administrator

• Administered a small-size site alone and assisted in the administration of a larger site

• Initiated new responsibilities and helped plan for the future of the site

• Evaluated and recommended purchases; had influence on purchasing process

• Had purchasing authority and responsibility for purchase justification

• Acted as a front-line interface to users

• Received trouble reports and solved them

Database

• Installed, upgraded, and supported the Oracle database and application tools on server and clients

• Installed and administered Oracle database on HP/SUN/DEC for demo, teaching, and production

• Installed and administered Oracle applications on HP/SUN/DEC for demo and teaching

• Created primary storage structures and objects

• Allocated system storage, planned future storage requirements, modified the structure

• Backed up and recovered the database

• Maintained system security and created and monitored users

• Monitored database performance and system resources

System

• Supported HP 9000 700/800 workstations / severs with HP-UX

• Supported SUN server with SunOS/Solaris

• Supported DEC server with OSF/1

• Created accounts and monitored usage

• Monitored CPU/disk usage and predicted the future growth

• Used NFS/automounter to share files and applications

• Built local NIS and DNS to utilize network resources

• Supported logical volume manager to manage disk (storage) resources

• Installed and administered Oracle*Mail System via SMTP

• Established and supported PPP protocol for dialing-in

• Developed scripts with system commands for various administrative tasks

Network

• Implemented local-area networks of machines

• Supported TCP/IP network with 10Base2/10BaseT



• Supported Wellfleet router to reach HQ and other offices throughout country

• Used HP Hubs to interconnect machines within office

• Supported terminal servers and US Robotics modem rack for dial-in

• Supported second network for video conference

• Shared network printing and fax modem resources

PC

• Installed and supported Microsoft Windows 3.1 and Windows for Workgroup 3.11

• Installed and supported Microsoft applications (Word, Excel, PowerPoint, Project)

Application

• Developed Microsoft Visual Basic programs for office automation

Technical Background

Computer Hardware/System

Personal • IBM PC and Compatible

Unix • HP, DEC (Alpha), SUN, IBM

Computer Operating System

Personal • DOS, Microsoft Windows, NT/2000 server & workstation

Unix • Sun Solaris/SunOS, Digital Unix (OSF/1), HP-UX, IBM AIX

Computer

Languages

Unix System

• Shell (sh, csh, ksh), DNS/NIS, NFS/DFS

High-Level • C, Fortran, Pascal, Microsoft Visual Basic, SQL

Software Packages Network • OnNet, Novell Netware, ChameleonNFS, Microsoft Network

GUI • Microsoft Windows, X/OpenWindows, Motif, eXceed, ReflectionX

Database • Oracle, Microsoft SQLServer

Misc • MS Excel/Word/PowerPoint/Project, WordPerfect, Clarify, Visio, PC-Tools, KEA!, Crystal Reports, Oracle O.E.M., TOAD, SQLab

PeopleSoft • PeopleTools, BEA Tuxedo & WebLogic

PeopleSoft Certifications

Project Management,

PeopleSoft Project Management Academy

Technology

PeopleSoft Enterprise

Upgrade


Performance Tuning




Skills & Training

PeopleSoft, Inc.

Project Management PeopleTools 8 PeopleCode PS/nVision Crystal Reports Application Engine OLAP Security Portal EDI Manager HTML Access Data Management PS/Query Installation and Upgrade Integration Tools Business Process Design Introduction to Financials Introduction to HR/Benefits System Admin Jump Start System Audit for Client (Technology Assessment) Performance Tuning for Oracle database and Application Server Upgrade (Upgrade Assistance)

QuickStart

Accelerated Training for Microsoft NT 4.0 Server Micreosoft SQLServer 7 Administration

Oracle Inc.

Database Administrator, Oracle7 Mater Certificate

SUN Microsystems, Inc.

Solaris 2.x System Administration

Hewlett-Packard

Hands-On with HP-UX 10.01: Upgrade Tools, System Administration Enhancements Hands-On with Logical Volume Manager and MirrorDisk/UX High Availability: Hands On with MC/ServiceGuard

Clarify Corp.

Clear Beginnings Clear Support Data Modeling

Education

M.B.A. Program (Currently Attending)


M.S. in Computer Science



Sanjeev Chitkara

Summary

• Lead in the design, development, implementation, installation, upgrade and customization of Oracle/PeopleSoft applications.

• Compliments his technical knowledge with a sound functional knowledge of the Student Administration modules.

• Extensive work on various complex customizations both on-line and in batch.

• Possess understand of business processes, data analysis, data mapping, developed data conversion specifications and has extensive experience writing interfaces and conversion programs using the latest Oracle/PeopleSoft tools such as component interface, application engine, SOA and web service development standards, etc.

• Customization efforts include developing a custom parking pass tracking module from concept to completion in PeopleSoft using PeopleTools and PeopleCode, and combining the Class Schedule and Student Bill in order to generate one bill showing charge and payments including Financial Aid Awards. Experience Implementing PeopleSoft student Administration from 2 year community college to 4 year university and college including International Implementation.

PeopleSoft Project Experience

Student Records Technical Lead The Ohio State University, Columbus, OH Successfully implemented Campus Solutions version 8.9 with Tools release of 8.49.1 Managed team of 7 developers and completed close to 90 Student Records, Customizations and new development including completely new functionality such as Commencement, interface with Athletic system, Student Evaluation of Instructor, Study Abroad, modified Schedule 25 and redesigned Resource 25 completely in PeopleSoft. • Completed Technical Fit/Gap, Analyzed and Estimated modifications across all modules.

• Developed Technical Designs and mentored developers to understand the functionality of the system to implement the modifications in timely and efficient manner.

• Student and Faculty Center Customizations - Complex PeopleCode was written and modified various Application Packages to make changes throughout the self service, Student center Customizations were related to main Student center Page, Class Search, Class Roster, Completely redesigned Catalog Search to improve performance using stored procedures without providing many parameters, Added custom tabs related to Advisement and provide links for running Complex online Advising Report for Student as well as Advisors.

• Developed Resource25 System in PeopleSoft as no room search function was available and required that client be installed on Approx 200 users PC. To Implement this functionality Campus Events and Meetings were completely modified to generate multiple appointments, Room Matrix Page was designed and developed using complex PeopleCode and HTML to show room with hours down the side and days across the top and what is scheduled in each block, Additional Security was built in the Whole Event management System so requester can see his events and approver can see everyone’s and within in that Org level security was implemented so some approvers can only approve the event related to their own department. Additional functionality was implemented in room matrix so it could be used by campus police to see what all is going on a particular day.

• Modified Term Roll process, Schedule 25 extract and upload Process to Assign Events if the facility has been assigned, various program changes were made to implement this functionality for combined sections. Created Text file out of PeopleSoft for input into S25 to Schedule 350 general purpose class rooms and assigned facilities and events using the upload process.

• Numerous complex batch programs were written using Application Engine and Component Interface involving File Attachment, File layout and some including Query Pop Selection to load data using Query tools. Pages were designed in efficient manners to have user use one of many options to run the process. Some main Batch Process included Intra University Transfer Campus Change, Missing Grades, Grade Upload and Partial Post, Student Groups and Advisor Upload, Load and Remove Service Indicator, Post test Scores, Admission Revocation and Denial due to non payment of fees, Many of these process required extensive PeopleCode and SQL and knowledge transfer was being give to OSU technical staff as medications were being implemented.



• Completely redesigned and developed commencement system in PeopleSoft and various online setup records and pages were developed and custom commencement component was created to interact with Career, Program, and Plan when student applies for Degree. Various SQR processes that include reports were designed and developed to print commencement program, commencement and board of trustee’s bulletin in excel file, diploma and diploma statistics, Address labels, Commencement ceremony and to update degree honors.

• Synonyms were created and helped developing various Application Engine Programs for PeopleSoft Interface with Athletic System built on Microsoft SQL Server.

• Helped developers build validation queries out of PeopleSoft and Legacy to validate converted data and was very useful during Conversion Go -Live

• Added the 3C Engine Trigger PeopleCode to several records to allow automatic assignment of 3C items when data is inserted or changed in these records.

• Maintained Auditing in the system using custom triggers on Program, Plan and subplan and inquiry pages on Triggers and Enrollment, Also turned on delivered triggers for Grades and Degree.

• Supporting Production Support for quick turnaround of production issues.

Admissions, Campus Community and Student Records Technical and Upgrade Lead Southern Wisconsin Consortium, Madison, WI Includes 3 Community Colleges – Madison Area Technical College, Western Wisconsin Technical College and Southern Wisconsin Technical College. Campus Solution Upgrade from 8.0 to 8.9 PeopleTools 8.48 • Analyzed DDDAUDIT and SYSAUDIT Reports

• Completed Technical Fit/Gap of all SWC Customizations

• Tested all Admissions, Campus Community and Student Records online and batch customizations and Migrated/redeveloped successful from version 8.0 to 8.9.

• Online Customizations were related to Application Entry & Maintenance, Search Match, Course Catalog, Quick Admit, Enrollment Request, Transfer Credit, Class Roster and Student Grades. Batch Customizations were related to Catalog, Class Roster, Grade Roster, Schedule of classes report, Custom Query/Crystal reports and Transcript.

• Developed new Relationship with Institution page that will give Students details related to all 3 colleges.

• Helped SWC with IVR System So students can register for courses and pay parking fees over the phone. With version 8.9 IVR was not able to Enroll Students into Class, Debugged and completed PeopleCode modification to handle registration and parking issues.

Technical/Conversion Lead Peralta Community College District, Oakland CA Includes 4 Community Colleges - College of Alameda, Laney and Merritt Colleges in Oakland and Berkeley’s Vista Community College. Student Administration 8.9 PeopleTools 8.46

• Responsible for the process scheduler, application server administration and database refreshes for the model and conversion environment at PCCD as a Technical/Conversion Lead

• Did the technical fit gap to determine all the customizations needed at PCCD.

• Involved in bringing the setup and transaction data from HR 8.8 to Campus solution 8.9.

• Handled MIS320 bolt on project for California community colleges and is responsible for supporting as per PCCD needs.

• Support all of the Student modules and compiling COBOL processes.

• Worked closely with Functional end users to convert all of the data from legacy system.

• Other responsibilities include converting all of the data for admissions, records and student financials.

Conversion Lead Cambridge University, Cambridge, United Kingdom The University of Cambridge is one of the oldest universities in the world, and one of the largest in the United Kingdom. University consists of 31 Colleges and is the first one in UK to Go Live on Admissions Campus Solutions in October 2004. Student Administration 8.0

• Worked as a conversion lead and is responsible for central records conversion and College data conversion. Central conversion is from an Oracle based system called SRS.



• Successfully migrated Undergraduate and Graduate Catalog from SRS to PeopleSoft Learning Solutions 8.0.Worked on creating Class schedule for enrollment conversion and building Schedule of classes for Easter 2005 for all currently active courses.

• Wrote complex conversion program to create Students program, plans and subplans.

• Developed program to convert enrollment history from year 1920 onwards in an efficient way to bring down the timings from 3 days to 6 hours for around 3 and a half million-enrollment records.

• In UK University system marks ranks and prizes are awarded to the students, worked on attaching student’s marks and ranks to their enrollments once posted.

• Convert various colleges’ data from home grown and 3rd party systems to one central PeopleSoft system

Technical/Conversion Lead Western Wisconsin Technical College, La Crosse, WI Western Wisconsin Technical College (WWTC) is part of the Wisconsin Technical college system and of the Southern Wisconsin Consortium (SWC) and serves close to 30,000 students.

• Acted as Technical and Conversion lead to convert all admissions and records data from homegrown mainframe system called 1032S to PeopleSoft Learning Solutions 8.0.

• Wrote various SQL scripts to move all the setup tables from the version 7.6 server to the 8.0 server, by linking databases within the SQL scripts.

• Wrote complex conversion programs to convert all student demographic data to avoid duplication based on their SSN, last name and birth date combination. This was necessary since the consortium has a complex system in which student moves between three technical colleges, two of which are already live in PeopleSoft.

• Developed all of the conversion programs for data from bio/demo to program plan data, Transfer Credit and almost one million enrollments including historical enrollments.

• Also converted data for the other two schools in the consortium and supported all of their technical needs and post-production issues while working on conversion for WWTC.

Technical/Conversion Co-Lead Rose State College, Midwest City, OK Rose State College is a member of The Oklahoma State System of Higher Education and enrolls close to 7000 Students per Term and had a very aggressive time line to complete the project. Project was completed under the time and stayed on budget. Student Admin 8.0

• In his role as Technical and Conversion co-lead, worked closely with functional end users to gather the requirements for conversion and customizations.

• Converted student administration data including bio/demographic, Catalog and Schedule, Program Plan and Degrees, Enrollments and Transfer credits

• Wrote programs to activate students who had enrollments by populating the custom term activation tables and running the term activation process.

• Developed a Student Class Schedule and Bill that calculates student tuition and fees and displays charge and payments including financial aid awards. Half of the page displays student class schedule and other half displays the student bill.

• Also developed Enrollments Comparison and Student Deficiency reports and designed Final and Temporary Class Rolls for the instructors using SQR and Crystal.

Technical/Conversion Lead Madison Area Technical College, Madison, WI Madison Area Technical College (MATC) is a part of Southern Wisconsin Consortium (SWC) and is one of the largest of the Wisconsin Technical College system schools serving approximately 50,000 individuals annually. Student Administration 7.6

• As technical and conversion lead for the project, mapped and validated data in the test database before loading into PeopleSoft production tables.

• Converted student administration data including bio/demographic, Catalog and Schedule, Program Plan and Degrees, Enrollments and Transfer credits, and ran COBOL programs using SQR to automate Term Activation and enrollment and transfer credit posting.

• Wrote numerous SQA Robot scripts to post test and other credits, generate event identification for class meeting patterns and Student Financials.



• Customized the Term activation process to activate students in financial aid eligible programs, and modified the delivered NSLC program to work as required by MATC.

• Provided production support after Go-Live, by assisting programmers and users with SQL, Query, Crystal, and SQR programs, and by debugging PeopleCode and panel customizations.

Technical Consultant University of Houston System, Houston, TX The University of Houston System consists of four universities—the University of Houston, UH-Clear Lake, UH-Downtown and UH-Victoria. The combined enrollment of all four campuses is approximately 50,000 students. Student Administration 7.6

• As Senior Technical consultant, successfully implemented the Admissions and Records modules of PeopleSoft Student administration 7.6.

• Wrote conversion programs and interfaces to load validated data into PeopleSoft tables, and written Data Mover scripts to move the data between conversion, testing and productions databases

• Performed numerous customizations to class schedule, course catalog, class and grade roster reports, which involved panel and SQR changes.

• Developed a new Police Parking system that required the creation of a student/employee parking data entry panel with robust functionality and an interface with the Student Financials module.

• Converted student/employee parking and license data from the legacy system to PeopleSoft to support this new system.

• Automated all Admissions Mass Change processes to run on a daily basis through the process scheduler, which involved building new panels and job definitions, changing delivered SQRs to adopt the automation for mass changes, and saving the mass change each time a new group of students is picked up.

• Responsible for the development, maintenance and testing of all the Student Admissions and Records reports, and led a team of graduate students through the task, which was successfully completed on time.

Technical Consultant Rhode Island College, Providence, RI Rhode Island College serves approximately 9,100 students in undergraduate and graduate courses and programs both on and off campus.

• Responsible for developing data conversion specifications, data mapping and analysis, and written conversion program to convert academic standings for all students.

• Worked closely with the Registrar’s Office in developing admissions letters, which included developing several customizations.

• Developed new admissions reports allowing the comparison of data for last year and the current year at the same time.

• Incorporated security to avoid duplicate SSN and additional faculty security to avoid deletion of rows, which was affecting functionality of other records.

• Helped end users develop queries using PeopleSoft Query, and wrote an SQR to generate student RIC email addresses.

Technical Consultant Trinity College, Hartford, CT Trinity is one of the nation's oldest and finest colleges and serves around 2,500 undergraduate and graduate students. Student Administration 7.6

• Wrote, maintained and modified custom Student Records reports for enrollment and grades, and generated over 60 custom reports in different areas of Student Administration.

• Gained extensive knowledge of the Process Scheduler while automating the scheduling of batch processes for Crystal reports.

• Debugged and maintained custom modifications and PeopleSoft delivered SQRs, and ran traces and reviewed SQRs to identify software bugs and process failures.

• Developed a Marriott Interface to assign the actual student meal plan from the Marriott meal system, and developed an interface for the PowerFAids financial aid system to send student information and enrollment statistics.



• Worked closely with end users in determining specifications and in testing converted data using outputs from the legacy system.

Other Project Experience

Quest Diagnostics, Newark, NJ Quest Diagnostics is the nation’s leading provider of diagnostic testing, information and services.

• Responsible for entering Employees Benefit and Leave Accrual information using PeopleSoft 7.5

• Short term project

• Most tasks related to handling employees’ Benefit information in HR system

Technical Skills

PeopleTools 8.4, SQR, SQL, Application Engine, PeopleCode, Component Interface, Crystal Reports, PS Query, C/UNIX, COBOL, n/Vision, Mass Change, SQA Robot, Import Manager, PSADMIN, Security.

Education

Bachelor of Science in Engineering

M.I.T India

Masters of Business Administration

CSM India

Certifications

PeopleSoft Certified Technical Consultant

Industry Presentations

“Mass Change in Student Administration”

PeopleSoft HEUG (Higher Education Users Group)



Lucie Conner

Background

Lucie has over 17 years of project management experience. She has managed 5 to 25 member teams; these teams were either on-site, satellite locations or team extensions in India. Her management experience has crossed a number of industries: Higher Education, Entertainment, Aerospace, Property Management, Software and Consumer Products. Lucie combines deep project management experience with a strong understanding of the PeopleSoft product suite.

Project Experience

The Ohio State University (OSU), Columbus, OH Project Manager - PeopleSoft Campus Solutions 8.9 2009 OSU had developed a communications strategy during the planning phase of their project. The problem they faced later on was a shortage in management resources to develop a detailed plan.

• Developed a detailed plan for all communications 1st Use activities during the final 12 month rollout • Developed a communication plan for their Student and Faculty Center rollout • Developed a major marketing campaign to students during their summer and fall registration • Managed the communications team and working with the University Relations Department • Updated the Knowledge Base Articles for their Help Desk for future support • Collaborated with Sponsor Committee, representatives from each College on their internal

communications College of Lake County, Grayslake, IL Project Manager - PeopleSoft HCM 9.0 Upgrade 2008 CLC had a very aggressive timeline (8 months) for upgrading Campus Solutions and HR/Payroll from 8.0 to 9.0 for a required deadline of October 2008. .

• Managed a team of consultants and CLC core team through all project phases. • Developed a project plan for all defined processes and retrofitting of approved customizations. • Formed a Communications Team early on in the project working with Public Relations and

Training • Managed the team through 4 upgrade passes, including data validation and unit testing. • Planned and coordinated internal training. • Developed and executed a communication plan through written articles, internal emails, external

mailings and signage. • Upgrade went live on-schedule according to plan.

Pepperdine University, Malibu, CA Project Manager – PeopleSoft Campus Solutions 8.9 Implementation 2007 Pepperdine experienced a turnover with their Project Director. Lucie was assigned to fill this gap and mentor their new project manager, reporting to the CIO. She provided a basic infrastructure to define the project plan and report ongoing status to the steering committee. She developed strategy documents for their project communication, training rollout and production support while managing the Io Consultants and Pepperdine Core team. Additional responsibilities included:

• Organized their technical requirements to track developer’s tasks and meet project timelines. • Helped Pepperdine focus on their security needs at an enterprise level rather the by application

and individual school needs. • Developed a Communication Plan, which Pepperdine team presented at HEUG as a model



• Developed a master timeline of all upcoming projects for HR, Finance, CRM and Campus Solutions.

California State University, Northridge 2007 Project Manager – PeopleSoft Portal, PeopleSoft HCM v8.9 Upgrade Lucie Joined the CSUN team in Jan 07, acting as the Interim Project Director; her responsibilities were to manage the HR/SA upgrade in tandem with the new Portal upgrade and enhancements. These upgrades impacted all of the Campus Staff, Faculty and Students. Project was already in motion with fit/gaps completed. She managed a team through the upgrade cycle and developed a project infrastructure for future CSUN projects. The campus was also interested in how they would deliver one solution for customer support and training. Lucie conducted an assessment for CSUN’s campus support and presented options. CSUN chose to consolidate two of their support groups, which was managed to coincide with their rollout.

• Developed a Communications and Training team that met on a weekly basis. • Developed a plan to communicate the new Portal, which entailed focus groups and surveys of the

new design. • Involved student groups to assist with Portal acceptance.

Business Objects 2006 Project Manager – PeopleSoft CRM Support 8.9, EMEA, APAC, America’s Lucie was brought on to the project during the design phase, managing a small project team and a large global stakeholder network. Business Objects has taken on simultaneous implementations with many dependencies. After analysis, she presented a revised budget, a new project plan presenting several go-live options. The current team has completed system testing (Oct 2006) and transitioned to a Business Object Team, with a go-live date of February, 2007.

Knowledge Learning Center 2006 Project Manager –Oracle HR, Payroll, OTL, Benefits, Self Service HR Due to an acquisition and system constraints, Knowledge Learning Center (KLC) implemented their HR solution in a shorter time then required. The aftermath left them with a high number of defects and requirements not met. Project Responsibilities:

• Reduce the defects in Mercury Test Directory • Re-visit the enhancements

o Business Processes re-defined o Lock down security o Health checks o Documentation

• Introduce processes and change control management

PeopleSoft/Oracle, USA 2001 - 2005 Project Manager –Solutions Delivery Lucie joined the PeopleSoft team to assist with CRM product business development. She developed the workshops and roadmap for clients to upgrade from Vantive (legacy) to the first generation PeopleSoft CRM.

• Conducted CRM Upgrade and Implementation Strategy Workshops • Conducted Optimization Assessments for HRMS and Financials • Assisted Sales with ongoing business development contributing to wins for PeopleSoft licensing

and services. Sample of Wins: o IRS o Flagstar Bank o Albertson’s

• Products implemented: Financials, HRMS, CRM, EPM, Portal, MultiChannel Project Responsibilities:



• Boston Market – HelpDesk/Support – Implemented a customer issue tracking system supporting their restaurants globally. Integrated their HR application with HelpDesk to track employee benefit issues.

• Pyxis (Cardinal Healthcare) - Large Vantive upgrade for Support and Field Service for their North American 24x7 call center. Managed an implementation for their case tracking system on installed products, troubleshooting and ongoing maintenance.

• CB Richard Ellis - In the past 5 years, managed implementations for Financials (AP, PO, Asset, and GL) and CRM Help Desk.

• Connexion by Boeing – Selected to mend a troubled project, customer was unhappy with its direction. New venture for Boeing developing a Global Support and Field Service center for airline broadband service. Delivered a solution in 30-day increments to meet rollout schedule to major airlines.

• Intel – Global CRM Support implementation for 24 call centers in 9 languages. Managed a large on site team in Oregon and offshore team in India. Conducted business process re-engineering to consolidate and develop standardized processes.

• Trammell Crow – Managing a Sales Implementation. Team developed a customized property module unique to the Property Management industry. Change Management was a key for a successful implementation. Deployed three conference room pilots to subject matter experts, supporting a strong communication plan.

California State University, Chancellor’s Office 2000 - 2001 Project Director, Finance – CMS, Software Operations & Support Service Project Director for the largest Higher Education PeopleSoft Financials and Human Resources implementation.

• Responsibilities for the 1st phase were to deliver a CSU baseline to 11 campuses. • Managed a team of over 20 consultants and CSU employees, delivering; Scope, Configuration for

PO, AP and GL; Conversion and Interface strategies and procedures; Test Plans including scripts. • Presented deliverables to Campus functional and technical resources through a 4-day

workshop/knowledge transfer process. • Responsible for building a project team, hiring full time functional/technical staff to support the

baseline for 23 campuses. • Prepared, negotiated and monitored compliance of vendor and consultant contracts.

The Hunter Group 1998 - 2000 Project Manager – Consultant Project Responsibilities:

• Palomar Community College – AP and PO Implementation: Developed a project plan for future rollout of requisitions. Conducted business assessment and made recommendation to the board streamlining processes to improve requisition to payment cycle.

• CB Richard Ellis – Project Manager for a large global real estate company, lead for Accounts Payable. Responsible for GL, AP and AM. Assisted the client in changing processes to face their future global implementation.

• CB Richard Ellis- Continued on with CBRE to manage their Purchasing implementation. Managed a challenging team with scope and resource changes.

20th Century Fox Studios 1997 - 1998 Assistant Director for Procurement – STAR Project, Information Technology General Responsibilities:

• Responsible for the re-engineering of Fox Procurement for all marketing departments (studio, international, video, and broadcasting).

• Consolidation of Accounts Payable business processes for Studio and Broadcasting. • Managed a team consisting of Fox employees, Price Waterhouse and PeopleSoft consultants.

Implementation of PeopleSoft Purchasing, servicing Marketing and Studio, replacing a manual process

• Lead a team of consultants and employees through an 8-month implementation; developed a work plan, tracked all tasks and reported milestones, issues to sponsor committee on a weekly basis

Yamaha Corporation of America 1985 - 1997



Administrative Manager – Consumers Products Division General Responsibilities:

• Managed a call center for order entry, up sell and cross sell of products • Successfully streamlined the order fulfillment process for global Yamaha Corporation, developing a

central order to payment process. • Team lead for large Oracle implementation, modules include: Planning, Purchasing, Order Entry,

Inventory, Bill of Material, Accounts Receivable, Sales & Compensation, and General Ledger. • Planned and managed major trade show: COMDEX, CES and NAMM • Developed a call center for a pilot division within Yamaha. Managed purchases, shipments and

inventory of integrated circuits.

Training

• Oracle: Master Certificate

• PeopleSoft: CRM, Financials, Human Resources

• Project Management: PMI Course Study, George Washington University and ESI

Education

University of Southern California, Los Angeles, School of Business Administration

Graduate: Institue Reine Marie, St. Michele, Quebec, Canada

Membership

Project Management Institute, Los Angeles Chapter

Languages

Fluent in French (speak, read)



Oliver Day

Summary

• Certified PeopleSoft Technical consultant with experience in all implementation phases and upgrades

• Technical expertise includes PeopleTools/Application Designer, SQR, SQL, PeopleCode, and Application Engine

• Proficient using PeopleSoft 8 technology including Application Designer, Application Engine, Component Interface and Object-based PeopleCode

• Extensive experience with PeopleSoft 9 Security

• Excellent communication and interpersonal skills

• Experience with HCM version 9


Technical Lead – Student Administration v.9.0 Planning New York University • Gathered data and analyzed current NYU’s reporting practices • Developed a comprehensive reporting strategy document • Participated in functional fit/gap sessions and developed a comprehensive conversion strategy document • Developed and conducted a conversion overview workshop with depth data mapping sessions for Campus

Community and Student Records conversions • Gathered and categorized lists of existing users and roles – to be used while implementing PeopleSoft 9.0

security • Conducted security fit/gap session

Technical Lead – Student Administration v8.9 Implementation California State University, Sacramento • Acted as technical lead during the implementation of Student Administration 8.9, from early planning through

fit/gap and conversion to production support • Participated in all phases of the technical project planning – developed and documented conversion strategy,

database usage plan, change control procedures, modification specifications, technical documentation standards and technical resource planning

• Developed conversion strategy for converting campuses entire electronic data – over 500,000 student records, 700,000 program records and 6 million enrollment records

• Assisted functional teams with student records fit/gap and conversion planning sessions for Campus Community/Bio-Demo, Course Catalog, Schedule of Classes, Student Program/Plan, Enrollment and Transfer Credit

• Oversaw all conversion activity and directly responsible for program development for conversion of Bio/Demo, Course Catalog, Schedule of Classes Student Program/Plan and Enrollment

• Developed a process and report to identify and manage duplicate IDs. • Developed various Student Records and Campus Community modifications – Creating Service Indicators and

Student Groups from PS Query, Ad-Hoc Reporting table, Self-Service Class Search updates, Enrollment and Enrollment Audit Inquiry pages, Mass Term Cancellation, Mass Program Update

• Worked side-by-side with campus staff new to PeopleTools with modifications, reports and technical duties assigned to them

• Developed Enrollment Reports and Queries for use during enrollment

Developer – Student Administration v.9.0 Upgrade Duke University • Developed complex modifications to PeopleSoft version 9.0 Student Self-Service modules • Developed complex Self-Service Graduation Application • Enhanced PeopleSoft 9.0 Self-Service calendar features for students and faculty • Assisted campus staff in design and development of outward facing Self-Service functionality based on student

feedback



Data Conversion Specialist – Student Administration v.8.9 Implementation Pepperdine University • Wrote complex conversion programs to convert and synchronize schedule of classes, enrollment and transfer

credit data • Analyzed legacy data and provided complex error reports for data cleanup teams • Provided detailed reports for data conversion validation • Supported functional teams with troubleshooting tasks

Developer/Tester – Student Administration v.8.9 PeopleSoft, Inc. • Developed test scripts for unit and system testing for Student Administration 8.9

• Identified and fixed usability issues with Admissions module for release 8.9

• Analyzed system impacts of 8.9 Person model changes to Admissions module. Developed solutions for various delivered SQR programs, Mass Changes and application pages using the new structure

• Developed fixes for issues submitted by customers for release in new version

Technical Lead – HRSA, v.8.0 California Maritime Academy • Conducted feasibility study of splitting Cal Maritime data from a multi-Institution database

• Designed and developed programs and scripts to execute split process

• Coordinated testing between two campuses validating split process

• Conducted training and knowledge transfer to Cal Maritime staff before owning development and support previously provided by other campus

• Analyzed and suggested new security structure

• Oversaw implementation of LDAP solution

Technical Resource – HRSA, v.8.0 Sonoma State University/Cal Maritime Academy • Applied CMS Baseline releases to HRSA databases. Coordinated testing with functional groups and saw that

releases were migrated to Production

• Configured workstations for client access. Conducted training for university staff on how to configure and troubleshoot workstation issues

• Acted as technical reporting lead for Institutional Reporting department. Instrumental in providing accurate enrollment and demographic reports to university Registrar, Provost and Vice Presidents

• Assisted in submitting accurate file extract to National Student Clearinghouse despite delivered software bugs

• Developed an interface between Student Financial and Financial Aid that identifies students who are to be awarded refunds requiring staff review before disbursement

• Assisted in enrollment reporting to the CSU Chancellor’s Office

Technical Lead HRSA,v.8.0 California State University, Channel Islands • Assisted Functional staff in prototyping Student Records and Admissions modules

• Managed conversion from legacy system to PeopleSoft. This included data mapping between legacy and PeopleSoft, conversion program design and development, post conversion data cleanup and testing

• Developed interfaces between newly implemented PeopleSoft Student Records and 3rd party Financial Aid and Student Financials systems

• Developed enrollment reports for Registrar’s office. Participated in Institutional Reporting strategy and design.

• Designed and developed Transfer Credit process which reduced time to process transfer credit conversion from days to hours

• Provided post-production support for Admissions and Records

• Developed complex reports for Institutional Reporting and academic departments



Technical Lead – Version 7.6 CSU, Los Angeles • Assisted in the planning and development of a process that migrated data to and from the customer’s legacy

system and PeopleSoft’s Student Administration product

• Developed data conversion interfaces using the Convoy DM tool and modified SQR output from Convoy DM to fit customer’s conversion requirements

• Assisted in development and testing of Data Maps between the customer’s legacy system and PeopleSoft

• Assisted with web layout and page design

Technical Lead/Developer Version 7.6 California Community Colleges • Acted as a Developer and Technical Lead in a collaborative effort to implement state reporting requirements for

five colleges within a large community college district

• Analyzed large modification (over 500 objects) previously developed in version 7.0 and upgraded to 7.6

• Addressed issues with SQR report outputs

• Assessed requirements from each college and analyzed how those requirements would affect the other colleges

• Conducted security analysis that included examining the current security setup delivering suggestions to ‘tighten up’ the system security

Technical Consultant – Version 7.5 Boise State University • Acted as a Technical Consultant during a Student Administration implementation and upgrade

• Assisted the Dean of Enrollment Services with SQR reports, which were used to analyze enrollment statistics.

• Completed two modifications for the Registrar’s Office within the Student Records module.

o One was used to audit changes to Social Security numbers while the other included modifying panels for data entry clerks

• Developed an SQR process to inactivate students who chooses not to enroll

• Developed an SQR process to discontinue students who no longer attended courses

• Managed the technical support team for the Admissions module

• Developed and successfully implemented comprehensive knowledge transfers plan, including: thorough documentation of the current modifications and hands-on knowledge transfer sessions with the client

• Provided upgrade analysis for the entire Admissions module during a 7.0 to 7.6 upgrade

o This included identifying all structure changes between the two versions, identifying all customizations within the Admissions module and applying the customizations to the new environment

Technical Lead – FIS 8.4 Upgrade Sonoma State University • Coordinated Functional pre-upgrade steps with Sonoma State staff

• Assisted in developing database architecture and strategy

• Performed all technical upgrade tasks, running upgrade scripts, data conversion scripts, data cleanup and debugging upgrade issues as they arise

• Researched technical issues during upgrade process

• Conducted and managed technical go-live tasks effectively and ahead of schedule

Developer – Version 8 Washington University, St. Louis • Assisted in the design and development of substantial modifications to the delivered Budget Planning module;

and contributed to various on-line customizations

• Created an on-line interface used to transfer cost between Account Codes

• Modified delivered pages to exclude multiple complex edits on Account Codes and Earnings Codes

• Created an on-line page used to distribute earnings to multiple Account Codes

• Extensive use of version 8 functionality including Page design, object-based PeopleCode, and Application Engine



• Consistently completed development work ahead of schedule

Applications Designer/Support Analyst – Version 8/7.5 PeopleSoft, Inc. • Performed multiple roles while consulting for a large software company, including: Open Enrollment support,

Payroll support, and Tax Update implementation

• Developed a new payroll module for Incentive Compensation using version 8

• Debugged and developed fixes for customer’s Open Enrollment panels (used by Java Client). These fixes were critical and ensured that employee’s benefit deductions would be shown correctly

• Applied Tax Updates to customer’s payroll system

• Successfully debugged COBOL errors occurring with customer’s payroll processes

• Developed interface file to the customer’s new medical provider using SQR and modified existing interface files to the customer’s vision and dental providers also using SQR

• Developed a custom payroll module that is used to pay incentive bonuses to nearly 3,000 employees using version 8 technologies

• Created over 300 new objects including Fields, Records, Pages, Components, etc.

• Developed new PeopleCode using Object Based PeopleCode (new to version 8). In addition, became proficient with the PeopleCode Debugger (also new to version 8)

• Developed two Application Engine programs used in processing bonuses

• Assisted the project team to develop and execute a thorough test plan

• Designed and implemented row level security for all bonus pages

• Developed reports for mid and upper management

Technical Developer – Version 8 J. Paul Getty Trust • Applied, tested and migrated Tax Updates to production

• Researched various bugs in clients’ Payroll system

• Coordinated fixes with Global Support and applied fixes

• Prototyped Salary Planning functionality new to version 8

• Suggested modifications

Technical Resource – Version 7.5 King County, CA • Acted as Technical Consultant during an upgrade from version 3.2 to 7.5 for Human Resources, Benefits and

Payroll for this small county

• Redevelopment of custom Benefits and Payroll SQR reports and interfaces originally developed in 3.2, to run in the 7.5 environment.

• Assisted and oversaw the development work of two Associate Consultants.

• Utilized Import Manager to convert Human Resources data from 3.2 to 7.5

• Analyzed Benefits and Payroll data and assisting with data conversion

Technical Resource – Version 7.5 City of Fremont, CA • Acted as Technical Consultant in developing GL Interface from PeopleSoft Payroll to Customer’s Financials

system

• Heavily modified and delivered GL Interface example SQRs to fit customer’s specifications

• Designed GL Interface SQR to incorporate Time and Labor data with the traditional Payroll and Benefits data

• Optimized completed GL Interface which reduced the run-time by 75%

• Tested Interface successfully during parallel testing before Go-Live



Other Project Achievements

Technical Consultant during the following shorter-term assignments: • Data Mapping and Conversion SQRs for a large University – Version 8

• Project Plan review and assessment for a baseline implementation of Human Resources for a University

• HR and Payroll System demonstration for a large hotel corporation

• SQR upgrade analysis from 6.0 to 7.5 for the Human Resources module, a medium size city

• Conducted security training seminar for PeopleSoft 8 security

Certifications

PeopleTools 8 Delta

Pre-release 8

Application Engine, Application Messaging, and Business Components

HR Boot camp

Benefits I & II, Payroll I & II

Student Administration Boot Camp

Admissions I, Student Records I & II

Advanced Technical Training

SQL/SQR, BPD, Configuration and Administration in UNIX, Networking and Application Engine)

Technical Boot Camp:

PeopleTools, PeopleCode, various reporting tools such as nVision and Crystal Reports, SQL/SQR, OLAP, Business Process Design and Process Scheduler

Relevant Course Work Includes: C++, Object Oriented and Assembly Language programming

Other Course Work Includes: Data Communications, Networking, Algorithm Analysis and Numerical Analysis

Education

Bachelor of Science in Mathematics concentrating in Computer Science

Sonoma State University



James Dugan

Summary

• Experienced functional consultant with over 10 years of implementation experience on PeopleSoft Financial Aid

• Provided system implementation and production support for all PeopleSoft financial aid processes, as well as many campus community, admissions, student records and student financials processes

• Customer-focused and task-oriented

• Exceptional understanding of financial aid regulations and best practices

• Ability to work with people at all levels, both technical and functional

Experience

Financial Aid Functional Consulting Lead PeopleSoft Financial Aid Implementation – Io Consulting The Ohio State University • Provided executive and project management support for PeopleSoft 9.0 project planning. Analysis focused on

functionality enhancements between version 8.9 and 9 with the objective of identifying all new functionality and providing recommendations as to its application at the university.

• Worked as the financial aid functional consulting lead for the PeopleSoft implementation.

• With a highly automated legacy system this client challenged the limits of batch processing for a PeopleSoft Financial Aid implementation.

• In addition to implementing delivered processing for all areas within the Office of Student Financial Aid Services, designed, developed, tested and implemented major custom processes to enhance the performance and usability of the system.

• System enhancements in the following areas; ISIR processing, verification processing, budgeting, awarding, mass packaging, direct, CRC and university loan administration, work study tracking, SAP tracking, disbursement processing, 3Cs assignment and student self service, provided OSU with the ability to manage their vast student body’s financial aid processing needs.

• This was a massive undertaking that required an intimate understanding of every aspect of the PeopleSoft Financial Aid module, a dedicated focus on the client’s business requirements, a detailed understanding of financial aid regulations and a motivated team.

• All areas of processing were scrutinized to optimize performance.

PeopleSoft Financial Aid Consultant University of Connecticut: • Successfully led an end-to-end implementation for the University

• Oversaw deliverables, including:

• Project planning

• Fit-gap

• Project management

• Functional support

• Custom packaging processes

• Custom self-service functionality

• CommonLine loan processing using Sallie Mae (for Stafford loans) and ELM (for alternative loans)

• Built a custom Component Interface process to allow outside scholarships and state grants to be validated and posted from external input files

• This process was also used to automatically swap generic university scholarships for endowed scholarships



• Delivered precise customization specifications for developers

• Ensured that the custom processes were implemented successfully and that all financial aid functionality was delivered according to project timeline

University of Cape Town: • Conducted strategic planning and overview discussions with the entire project team. These meetings touched

on all areas of the PeopleSoft Student Administration system, with special attention to module integration points

• Described and analyzed country and institution-specific business processes to help the University understand the strengths and weaknesses of the PeopleSoft system in meeting their processing requirements

• Conducted advanced financial aid training for the implementation team

• Assisted with project planning and integrating specific custom requirements into implementation plan

Process Specialist PeopleSoft, Inc.

Various colleges and universities including: Heald Colleges, University of California Santa Cruz, Florida State University, University of Florida, Florida A&M

University, Southern Methodist University, Metropolitan Community College,

University of Akron, Duke University, Emory University and University of Louisville

• Specialized in Financial Aid functional consulting with emphasis on business process design and system implementation

• Provided system implementation and production support for all PeopleSoft financial aid processes, as well as many admissions, student records, and student financials processes

• Evaluated existing financial aid business processes

• Migrated those processes into the PeopleSoft financial aid system

• Configured setup to ensure that they met the federal, state, and institutional guidelines for awarding financial aid to students

• Worked with custom business processes specifically designed to meet federal quality assurance programs at the Florida State University and the University of California Santa Cruz

• Assisted in the development of revenue-based financial aid packaging to assist Southern Methodist University in moving the financial aid department from a cost model to a revenue model

• Worked with a number of state grant programs and various loan guarantee agencies

• Implemented Direct and CommonLine loan processing

• Worked with both Federal and institutional processing of aid applications

• Developed and delivered financial aid training

• Assumed lead responsibility for the following tasks during the implementation of financial aid systems:

◊ Delivery of project work plans ◊ Project tracking methodology ◊ Cross module issue tracking and resolution ◊ Resource planning ◊ Process mapping ◊ Fit/gap analysis ◊ Process reengineering ◊ Writing system modification specifications ◊ Training coordination ◊ End user training ◊ Documentation standards ◊ Process documentation ◊ Database migration planning ◊ Unit test planning ◊ Enterprise test plans ◊ System setup ◊ Data conversion ◊ Development of data reconciliation procedures ◊ Ad-hoc reporting ◊ PeopleSoft Customer Connection reporting ◊ Annual database maintenance ◊ Production Support ◊ Module integration test planning

Functional Human Resources Consultant Price Waterhouse

Clients included: Ford Motor Company, Compaq Computer Corporation, American

Airlines and McDonald’s Corporation



• Responsible for functional design of business processes for various software implementations

• Worked with three major human resources management systems

• Conducted regulatory analyses of federal and global business processes as they related to the implementation of the clients’ selected software

• Delivered process flow analyses for complex leave rules, including short and long term disability and family medical leave act

• Assisted with project planning activities including resource planning, critical path analysis, and transition scheduling

Retirement Benefits Administrator Lower Colorado River Authority (LCRA)

• Oversaw day-to-day administration of the LCRA Pension and 401(k) benefit plans

• Counseled employees

• Conducted benefit meetings

• Wrote benefits communications to employees

• Developed requests for proposals for various vendor contracts and evaluated responses

• Coordinated Retirement Benefits Committee

• Conducted meetings and maintained relationships with trustees, fiduciaries, asset managers, financial advisors, and plan actuary

Actuarial Consultant Milliman and Robertson, Inc.

• Primary responsibilities were for retirement benefits administration including defined benefit and defined contribution benefit plans, system upgrades, and database maintenance

• Maintained benefits for a wide variety of clients and completed all required government filings

Software Skills

• PeopleSoft software training includes:

◊ Financial Aid ◊ Student Financials ◊ Student Records ◊ Admissions ◊ PeopleTools ◊ Application Engine ◊ Enterprise Performance Management ◊ Pension Administration ◊ HR ◊ Payroll ◊ Benefits ◊ Benefits Administration ◊ Advanced PeopleTools ◊ Advanced Query

• Extensive experience with other HRMS enterprise management software packages

• PC-based software expertise with Word, Excel, PowerPoint, MS Project and WordPerfect

• Network communication system experience with Lotus Notes and GroupWise

Education

Master of Business Administration

University of Houston

Bachelor of Science, Mathematics

University of Texas at Austin



Megan Dugan

Summary

• Over ten years experience implementing PeopleSoft Campus Solutions

• Customers have ranged from selective, private institutions to large research institutions to multi-institution community college systems

• Broad scope of functional expertise encompasses Admissions, Student Records (including Academic Structure), Campus Community (and 3C’s), and Academic Advisement

• Experience covers the complete lifecycle of implementation, from product selection to fit-gap through post-production support and enhancement

PeopleSoft Project Experience

Functional Lead – Admissions and Recruiting The Ohio State University Public University, 60,000 students, Campus Solutions version 8.9 • Led Undergraduate and Graduate/Professional Admissions teams through fit/gap, design, development, testing,

and post-production support; size of university and complexity of existing legacy functionality required an extensive project framework and timeline (2+ years)

• Conducted all Fit/Gap sessions for Admissions and Recruiting, as well as Campus Community; sessions included project team members as well as stake holders from home offices and other university administrative areas. Regularly conducted meetings with members of the OHR community, as client was already live with HR prior to implementation of Student Administration

• Served as primary resource for assisting in design specifications and testing for all Admissions modifications, including large modification to accommodate replacement of legacy Orientation functionality (presented at Alliance Conference 2008)

Project Consultant – Academic Administration University of Cape Town – South Africa Public University, 20,000 students. Student Administration 8SP1 • Supported the implementation of Student Records (including development of Academic Structure), Admissions,

and Campus Community.

• Served as the only full-time consultant on the implementation team, in a country with no other PeopleSoft Student Administration resources

• Conducted Fit/Gap sessions for Academic Structure, Campus Community, Admissions and Recruiting, Student Records (including Gradebook and Transfer Credit), and Academic Advising

• Conducted extensive prototyping to model possible business processes that would meet the requirements of the South African higher education system

• Assisted technical team in trouble-shooting issues, defining conversion plan, and outlining the development landscape

• Delivered training where necessary, including 3C’s and Student Administration Security

• Supported Student Records and Campus community data conversion, by identifying data mapping targets, and testing converted data



Functional Lead – Admissions and Academic Advising University of California, Santa Cruz Public University, 15,000 students, Student Administration 8.0 • Served as consulting lead for Undergraduate Admissions and Academic Advising teams, from Fit/Gap through

Undergraduate Admissions Go-Live.

• Led Fit Gap sessions for Academic Structure, Campus Community, Admissions and Recruiting, and Academic Advising

• Documented gaps and proposed solutions

• Led cross-module meetings and documented discussions and decisions as they related to the configuration of the Academic Structure and Campus Community

• Worked with client to configure Academic Structure and Campus Community tables in compressed timeframe so that other modules could immediately begin analysis and development on top of the proposed configuration

• Worked with client and technical lead to develop, test, and implement customizations to accommodate University of California standards, including the UC standard electronic application for admission

• Returned to customer post Go-Live to assist with regression testing and documentation for bundle releases, as well as documentation and testing for several new customizations

Functional Lead – Admissions and Recruiting Bryn Mawr College Private University, 1,300 students, Student Administration 7.6 • Provided functional leadership and knowledge transfer in a rapid implementation of PeopleSoft SA and HR

• Conducted fit/gap, prototyping, and configuration of Campus Community and Admissions and Recruiting

• Developed gap solutions, including alternative business processes where necessary

• Created business processes to support a highly selective admissions process

• Supported change management by facilitating inter-office and intra-office discussions of alternative approaches to processes while still meeting the business needs of all concerned parties

Functional Lead – Admissions and Recruiting University of Central Florida Public University, 45,000 students, Student Administration version 7.5 • Led Undergraduate and Graduate Admissions teams

• Involved in specification, testing and feedback of system modifications for Admissions

• Provided functional support of data conversion, including data mapping and testing

• Developed business processes to assist in handling large volumes of applications and data

• Returned to client site on version 8SP1 and worked with Graduate Studies Office and International Student Office to analyze their SEVIS compliance and train users on the setup and capabilities of PeopleSoft PASS

Functional Consultant – PASS (SEVIS) University of Connecticut Public College, 28,000 students, Student Administration 8SP1 • Conducted implementation of the PS PASS system for reporting international student data to SEVIS, at a

university already live with Student Records.

• Conducted fit gap sessions with the International Student Services Office

• Researched government compliance issues to determine acceptable business processes

• Spearheaded data cleanup of supporting campus community data that had been previously converted

• Matched student administration records to SEVIS records, and submitted corrections where required

• Trained the International Student Services Office

• Documented the business processes for all reportable events for both F and J visa holders and their dependents

Functional Consultant – Academic Advising Duke University



Public College, 12,000 students, Student Administration 7.6 • Served as an SA functional expert for post-implementation expansion of the Academic Advising functionality.

• Researched graduation requirements for areas requested

• Built and tested Academic Requirements that enforced the graduation requirements and remained consistent visually with the existing requirements that had been configured

• Worked with the technical team to test and improve performance of Advising Transcript production

Associate Director of Graduate Admissions Santa Clara University – Leavey School of Business Private University, 8,000 students, Student Administration 7.0 • Responsible for implementation of Admissions module in the Leavey School of Business, and assisting other

graduate admissions offices.

• Oversaw the processing of all admissions applications for the MBA program, including conducting interviews and information sessions as back-up for the director

• Trained and managed Admissions Coordinator, as well as a staff of several student assistants and temporary employees

• Represented the school to the educational and corporate communities at recruiting events

• Collaborated with colleagues and consultants to develop marketing materials

Other Project Experience

Student Records functional expert • Northern Virginia Community College (part of the Virginia Community College System) – data conversion and

business process review

• National Defense University – testing support

• Florida Consortium (Florida State University, Florida A & M University, University of Florida) – Fit Gap sessions for Admissions, Student Records and Academic Advising

• New Jersey City University – Upgrade Readiness Assessment for Admissions and Student Records

• Wisconsin Technical College System – Transfer Credit

Admissions functional expert • Chicago City Colleges – Upgrade Readiness Assessment for Admissions

• University of St. Thomas – Mass Change Training, Implementation and Testing

• Butler University – Upgrade Readiness Assessment for Admissions

Campus Community functional expert • Maricopa Community College District – Fit Gap Overview for Campus Community

• University of Wisconsin – Madison – PASS/SEVIS Support for Early Adoption Partner

Technical Skills

Application Designer, SQL, PeopleCode, PS Query, Mass Change

Education


Santa Clara University – Leavey School of Business

Bachelor of Arts in International Relations



University of Redlands

Certifications

PeopleSoft Certified Functional Consultant



Patrick Dworning

Summary

• Experience includes eight project life cycles at different universities in various capacities

• Designed and developed custom applications to integrate web applications for CS Admissions utilizing SOA design. Extensive use of Web Services in the development to distribute and process student applications

• Developed several processes utilizing XML Publisher for reporting needs. Including Self Service bill presentations for students.

• Deep experience updating the Oracle/PeopleSoft applications with periodic updates and fixes Change Assistant. • Managed database environments and tools migrations efforts across several database instances

• Provided guidance, instruction and plan development for all major applications.

• Hands-on experience in developing conversion programs, custom applications, interfaces and reports for implementation projects as well as system upgrades.

• Managed database environments and tools migrations efforts across several database instances • Functioned as the Technical Lead for a full suite HRMS/Financials/Learning Solutions v8 implementation.

Provided guidance, instruction and plan development for all major applications.

• Served in a dual capacity at several universities from the functional implementation of the Student Financials module, to providing technical assistance by developing custom modifications to key applications.

• Served as the Student Financials lead at a major state university filling dual roles as a functional lead and as a technical lead.

• Hands-on experience in developing conversion programs, custom applications, interfaces and reports for implementation projects as well as system upgrades.

Professional Experience

Technical Developer – HCM 8.9 Implementation – Bowling Green State University Bowling Green, Ohio • Designed and developed processes to accept web applications for admissions utilizing SOA features including

SOAP to CI Web Services and delivered Person Services. • Designed and developed interfaces using Web Services including processes to load Parking receivables,

Freshman Scholarship awards. • Facilitated client training and knowledge transfer in program design and development techniques including SOA. • Designed and developed reports using XML Publisher. Technical Lead – HCM 8.9 Implementation – The Ohio State University Columbus, Ohio • Designed all modifications for the Student Financials Module including custom processes to report delinquent

accounts to the Ohio Attorney General. • Designed and developed Self Service Payment Plans in Campus Solutions 8.9. • Designed and developed Self Service bill presentation utilizing XML Publisher. • Designed and developed custom applications for Graduate Assistant waiver processing and Work Study

processes. • Successfully served in a training capacity for technical staff. Facilitated knowledge transfer of Student Financial

business processes including table structures, program functions and data elements. Functional Consultant – Student Financials 8.0 System Review – UC Santa Cruz Santa Cruz, California • Assisted staff in understanding the basics of Student Receivables.



• Reviewed payment application system in Student Financials. • Corrected errors in student accounts by creating new payment allocation setups, and Charge Priority setups. • Conducted prototype sessions for Tuition Calc and Payment Plans.

Technical Lead – HCM 8.9 Upgrade – California State University System Long Beach, California • Served as configuration manager for the pilot upgrade effort from HRSA 8.0 to HCM 8.9 • Managed database environments and tools migrations efforts across several database instances • Managed communication efforts between the Upgrade, HR, and Campus Solutions teams. Functional/Technical Lead - Student Financials implementation West Chester University, Pennsylvania • Served in dual role of Functional Lead/Technical Lead for the Student Financials implementation

• Performed Fit/Gap Sessions for Financials personnel identifying current business practices and areas where those practices do not fit the delivered functionality of the Student Administration application

• Developed project plan for Student Financials implementation with a go-live date in July 2005

• Designed and facilitated the setup of Item Types, Tuition and Fees, General Ledger interfaces, AP Refunds, Payment Plans, Billing, Cashiering, Collections and Reporting

• Created training plans for key staff members

• Implemented a train-the-trainer approach for the implementation

• Provided supervision and support to the technical staff. Advised staff on program development, business process re-design and installation, and upgrade procedures

• Set up and tested Application Messaging in Financials 8.8 to facilitate GL and AP interfaces for transactions and refunds

• Designed and created custom applications for Meal Plans. Including setups, interfaces to the Blackboard System, posting fees, and adjustments

• Designed and created custom interfaces for Parking, Third Party Billing processes, Lockbox and Meal Plans

Technical Lead - Learning Solutions modules Marquette University • Functioned as Technical Lead for Learning Solutions modules

• Designed and developed several interfaces and modifications for the Student Financials modules including 3rd party payment plan processing, Smart Card Interface, and employee tuition credit utilizing the latest techniques in Application Engine and Component Interfaces

• Designed and developed Student Record conversions and modifications for Transfer Credit

• Designed and developed a Graduate Financial Aid system to track, award, and disburse private grants, scholarships, and awards

• Facilitated training of client’s functional & technical implementation analysts including classes in Query & Crystal

• Assisted and trained technical staff in PeopleTools, Application Engine and PeopleCode

• Assisted the Bursar with Payment Allocation setups and billing redesign

Consultant University of Arkansas • Designed and developed modifications to the Student Financials GL interface to a 3rd party GL system

• Developed customized pages to enter 3rd party chart of accounts

• Assisted with the development and implementation of Self Service Payment Plans giving students the ability to enroll in a Payment Plan using the student-based web portal

Technical Lead Clarkson University • Functioned as Technical Lead for all modules including Learning Solutions, HRMS, and Financials

• Developed project plan for technical tasks

• Provided supervision and support to Clarkson’s technical staff



• Advised Clarkson staff on program development, business process re-design and installation, and upgrade procedures

• Responsible for the design and development of Student Record conversions

• Designed and modified several Application Engine programs for the Accounts Payables system

• Designed customized Payroll and Benefit reports for HRMS

• Developed standards and procedures for system change control

• Installed and customized Application Messaging for Student Financials General Ledger interface

• Conducted training for technical staff in SQR programming for PeopleSoft 8.0 environments

• Conducted training for functional staff in Query Manager V8.0 and Query Designer v7.6

Functional Lead – Student Financials Implementation University of Houston • Designed and facilitated the setup of Item Types, Tuition and Fees, General Ledger interfaces, AP Refunds,

Payment Plans, 3rd Party Contracts, Billing, Cashiering and Reporting

• Designed and implemented custom modifications for Tuition Calculation, General Ledger reporting and Payment Plans to meet the State of Texas requirements using NetExpress COBOL and SQR.

• Supervised and trained both technical and functional staff members

• Provided production support for Student Financials

Technical and Functional Analyst Rhode Island College • Served as a Technical Analyst designing and implementing conversion of student account balances and detail

history using SQR

• Participated as a Functional Analyst in the design/setup of Cashiering, Student Refunds through Payroll & Billing

• Assisted in Financial Aid Item Type development

• Designed and conducted end-user training for the Office of the Bursar

• Assisted technical staff training

Consultant University of Louisville • Conducted a Student Financials system review

• Reconciled all student account activity to a FRS General Ledger system

• Worked in conjunction with staff accountant to streamline Item Type accounting setup

Consultant University of Rhode Island • Completed successful prototype implementation of Admissions and Campus Community modules

• Developed and conducted staff training for Academic Structure implementation and prototype development

Technical Lead – Student Financials version 7.5 Cleveland State University • Served as Technical Lead for Student Financials implementation and upgrade to version 7.5

• Designed and implemented conversion of student account balances with SQR and Convoy

• Designed and implemented interfaces to external systems for the University’s libraries, parking, dormitory telephone charges, lockbox payment processing, and CashNet applications

• Developed reports for year-end General Ledger reporting, financial aid disbursements, class cancellations, student accounts, and ProRata/Title IV reporting

• Supported implementation of Admissions module

• Set up and tested external Data Load processes, mailing labels, and 3C’s functions

• Converted HTML pages to work with PeopleSoft and Oracle Web Server 3.0

Fiserv, Inc. • Maintained various aspects of mortgage and loan processing systems for banks and savings & loans industry

including billing, daily reporting, loan fee and collection processing



• Enhanced government-reporting systems for end-of-year tax processing

• Maintained Federal Reserve Automated Clearing House production system

• Developed several applications to streamline system conversions for new clients, reducing the time needed for production support

Skills

Business Solutions: • PeopleSoft Campus Solutions • Oracle Applications

• Business Intelligence Systems

Environments: • AIX / DB2, Oracle 8i,9i, 10i • Microsoft SQL Server

• Microsoft Windows NT • UNIX

Application Software: • PeopleSoft Student Financials v7.6, 8.0,8.9

• PeopleSoft Student Records v7.6, v8.0,v8.9

• PeopleSoft Admissions v7.6, v 8.0,v8.9

• PeopleSoft Student Financial Aid 8.9

• PeopleSoft HRMS v8.0 • PeopleSoft Accounts Payable v7.6 • PeopleSoft Learning Solutions 8.0

Development

Tools:

• PeopleSoft PeopleTools v7.6, v8.21xx,v8.4x.xx

• PeopleSoft PeopleCode • PeopleSoft Web Services • PeopleSoft Application

Packages • PeopleSoft Application Engine • PeopleSoft Integration Broker

• PeopleSoft Component Interfaces • SQR / SQL • COBOL / ASSEMBLER • C , C++

Industry Presentations

“We'd Be Up A Creek Without an OAR (Original Application Repository): BGSU Custom Application Solution” Alliance (2009) Admissions

“Transfer Credit Modifications and Conversion” HEUG (2005) Education

“Billing and Customized Invoices” HEUG (1998)

Certifications

PeopleSoft Certified Technical Consultant v8.0

PeopleSoft Certified Learning Solutions v8.0

Professional Education

Computer and Information Science

Cleveland State University

PeopleSoft People Tools I 7.5

PeopleSoft Student Financials I 7.5

PeopleSoft Accelerated Technical Week 8.12



Shaun M. Gilboy

Professional Summary

• Solutions-oriented Programmer Analyst

• Notable success directing a broad range of initiatives while participating in planning and implementation of information based solutions in direct support of business objectives

• Experience as a Technical Lead for financial based systems as well as a main technical resource for various mission critical systems

• Hands-on experience leading multiple stages of ERP Implementation efforts, including conversion tasks, modification requirement definitions, infrastructure design, testing, and support

• Outstanding leadership abilities; able to coordinate and direct all phases of project-based efforts while motivating and leading project teams

• Adept at developing effective technical procedures, project documentation and milestones, and technical/business specifications

• More than 3 years of PeopleSoft implementation experience within the Higher Education Industry

• More than 5 years of PeopleSoft Campus Solutions experience within the Higher Education industry

• Core Competencies:

◊ ERP Technical Knowledge ◊ Portal Technical Knowledge ◊ Regulatory Adherence ◊ Data Integrity/Recovery ◊ Contingency Planning ◊ Research & Development ◊ Risk Assessment ◊ Cost Benefits Analysis


Senior Technical Consultant – New York University HCM 9.0 - Student Administration Planning Phase (January 2009 – Current)

• Review of functionality gaps requiring development efforts that were discovered during the Fit/Gap activities by the various modules

• Creation of documentation outlining possible solutions and time estimates for functionality gaps

Senior Technical Consultant - California State University, Dominguez Hills HCM 8.9 - Student Administration Implementation (March 2007 – December 2008) • Designed and configured self service user profile management between HCM and Portal applications

• Configured and created strategy for on-going troubleshooting of integration broker

• Aided in design considerations for account maintenance and LDAP integration

• Created iScripts/Pagelets used to display external content on portal homepages

• Extensive configuration and assistance on enterprise portal development and troubleshooting

• Provided security configuration support and work with security administrators on on-going maintenance

• Designed and created modifications to ensure proper business processing flow

• Provided technical support to existing on site technical team and aid in complex troubleshooting tasks

• Interacted with on site database managers to create strategy for on-going update and fix management

• Debugged functionality and worked with functional analysts in troubleshooting various issues



Senior Technical Consultant - California State University, Bakersfield HCM 8.9 Upgrade (November 2006 – May 2007)

• Provided technical support to existing on site technical team

• Applied various updates and fixes to the CSU HCM v8.9 database

• Retrofitted various campuses specific SQR and PeopleCode modifications

• Interacted with CSU central support for coordination of cloning, upgrade script timing and execution, server configuration etc.

• Debugged existing functionality and work with functional analysts in troubleshooting various issues

• Configured and create strategy for on-going troubleshooting of integration broker

• Created technical 'cutover' tasks to assist campus in their final move to production

Lead Programmer Analyst – Information Technology - City University, Bellevue, Washington SA/HR 8.0 | FIS 8.8 | Portal 8.9 Implementation (March 2004 - October 2006)

• Responsible for strengthening the overall knowledge of the department in various uses of emerging technologies

• Oversaw technical support of the financial based ERP Products

• Collaborated with internal staff to design and implement best practices for implemented applications

• Aided efforts to identify and evaluate possible issues surrounding multiple critical systems

• Served as Technical Lead during the implementation of the new PeopleSoft Human Resource/Student Administration, Financials and Portal ERP Products

• Served as Technical Lead for the Financial/Student Financial ERP Products

• Served as Technical Lead for the online payment integration (US and Canada) for PeopleSoft Student Administration

• Served as DBA/System Administrator for multiple mission critical systems

Information Technology System Specialist III – Dept of Public Safety Western Washington University, Bellingham, Washington • Managed various server software solutions and supported end-user applications

• Served as a technical liaison between other departments within the university, outside agencies, and vendors

• Collaborated with internal business office staff members to provide meaningful financial reports

• Acted as Technical Lead for the implementation of new Parking Management System and new Records Management System

• Developed and implemented public website including the permit request application

• Updated portions of the internal website for collections/billing processing

• Served as Technical Lead for the implementation of the Paybox Parking Solution

◊ This included the interfaces between the physical machines and the client workstation for transmitting the payment files via a secure method

Computer Assistant V – Woodring College of Education Western Washington University, Bellingham, Washington • Provided remote and on-site support for clients including software/hardware support and server support for key

systems

• Provided implementation support for custom-built inventory tracking bolt-on for custom-built Service Request System

• Provided Training to instructors on the use of the university's Online Learning Management System, BlackBoard



Skills Summary

Platforms • Microsoft Windows® 9x/NT/XP/2000/2003/Vista

Databases • Microsoft SQL Server 7.0/2000

• Oracle 8i/9i/10g

Languages

• VBScript/ASP/.Net • Perl/CGI • SQL

• SQR • PeopleCode/Application Engine • C++ • LDAP

Tools • PeopleTools • Microsoft Visual Studio • Microsoft Project • Microsoft FrontPage • SQLPlus+

• Microsoft Office System including ◊ Word ◊ Excel ◊ PowerPoint ◊ Access ◊ Outlook

Professional Training and Certifications

• PeopleTools I/II

PeopleSoft

• PeopleSoft Security

PeopleSoft

• Acential DataStage

PeopleSoft

• Web Content Developer Certificate

Western Washington University

Education

Bachelor of Arts Degree - Multilingual Internet Communication

Western Washington University – Bellingham, Washington



Darin Gordon

Summary

� Over 14 years experience in design, development, testing, implementation, and customization of application systems for Higher Education Student Services Administration

� Experience includes project management, project planning, training, implementation support, sales support, design, development, quality assurance, installation of modifications, preparing technical and functional specifications, and communicating with all levels of the higher education community

o 7 years working directly in various areas of higher education, including Recruitment, Admissions (Undergraduate and Graduate), International Admissions, Degree Audit/Academic Advising, Graduation, and Student Records at Brigham Young University

PeopleSoft Project Achievements (Experience includes SA Application releases 6 (Beta) through 9.0)

University of Maryland-Baltimore County, CS 9.0 September 07 – November 08 Student Administration Consultant � Provided Admissions, Recruitment and Campus Community consulting support for the implementation of

PeopleSoft Student Administration 9.0 from initial project planning through fit/gap, setup, and conversion through go-live and production support

� Supported the Undergraduate , Graduate and Continuing Education Admissions Offices

� Facilitated the analysis of business processes and process modeling

� Prepared and presented the initial application functionality review/fit-gap sessions for the Campus Community and Admissions modules

� Provided support to the internal project management team, which included the following tasks:

o Facilitating weekly project meetings

o Preparing and updating project tasks

o Documenting timelines and schedules

� Provided support for the data conversion of Bio/Demo, External Organization and Historical Admissions Application data

� Prepared multiple and various queries including audit reports for the setup data and admissions application data, and reports used to track/monitor production data

� Provided support for the EDI/TS189 Electronic Application process and interface from the CollegeNet web application from initial setup through go-live and production support

University of Baltimore, CS 9.0 November 07 – August 08 Student Administration Consultant � Provided Admissions, Recruitment and Campus Community consulting support for the upgrade PeopleSoft

Student Administration 8.0 to SA 9.0 from initial project planning through fit/gap, testing and preparation for go-live (Oct 2008)

� Supported the Undergraduate , Graduate and Law School Admissions Offices

� Facilitated the 8.0 to 9.0 Fit Gap sessions

� Prepared and presented the 8.0 to 9.0 application functionality Delta sessions for the Campus Community and Admissions/Recruitment modules

� Provided support to the internal project management team, which included detailed weekly status reports, documenting business processes, and reporting technical issues from testing



� Provided support for the upgrade of Bio/Demo, External Organization, Admissions and Recruitment data

� Prepared multiple and various queries including audit reports for the 8.0 and 9.0 data

� Provided support for enhancing current business processes

� Provided testing, troubleshooting and resolution support for all UB customizations

CSU Sacramento, CS 8.9 (August 05 – September 07) CSU Chico, SA 8.0 (January 03 – January 05) CSU Channel Islands, SA 8.0 (January 03 – March 03) Student Administration Consultant � Provided Admissions, Campus Community, Transfer Credit and Student Records consulting support for the

implementation of PeopleSoft Student Administration from initial project planning through fit/gap, setup, and conversion through go-live and production support

� Supported the Admissions, Evaluations and Student Records offices


� Prepared and presented both the initial application training and on-going product support for the Campus Community, Admissions, and Student Records modules (most recently for SA Release 8.9)

� Provided support to the internal project management team, which included the following tasks:


o Preparing and updating project tasks

o Documenting timelines and schedules

� Provided support for the data conversion of Bio/Demo, Transfer Credit and Career/Program/Plan data

� Prepared multiple and various queries including audit reports for the setup data and student data, and reports used to track/monitor production data

� Provided support for the EDI/TS130 Electronic Transcript process from initial setup through go-live and production support

� Provided support for the CMS Baseline release functionality

Bryn Mawr College, SA 8.0 (April 03 – August 03) University of Oklahoma Health Science Center, SA 8.0 (April 04 – January 05) Student Administration Consultant � Provided upgrade support to SA 8.0 for Admissions, Campus Community, and Student Records consulting

support

� Supported all College Admissions and Student Records offices

� Prepared and presented SA 8 delta training for Admissions, Campus Community, and Student Records

� Facilitated the breakdown of business processes and process modeling for new functionality

� Supported IT teams by troubleshooting both data and application errors

o Prepared technical specifications for modifications

� Assisted in all aspects of PeopleSoft Self-Service functionality implementation from security setup and process through self-service functionality testing and troubleshooting

� Provided on-site and remote Post Go-Live support

� Provided support to the internal project management team, which included:

o Preparing an assessment for possible centralization of PeopleSoft functionality in Admissions and Student Records


University of Oklahoma Health Science Center, SA 7.6 August 00 – April 02 Student Administration Consultant � Provided Admissions, Recruitment, Campus Community and Student Records consulting support in the

implementation of the PeopleSoft Student Administration product from initial setup to go-live and post-production support



� Supported the Admissions, Recruitment, and Campus Community modules for the Health Sciences Center (Med School, Dental School, etc.) through fit/gap, testing and go-live

� Supported all Admissions offices at both schools (Undergraduate, Graduate, Medicine, Dentistry, Pharmacy, Allied Health, Nursing, etc.)

� Facilitated the breakdown of business processes and process modeling

� Facilitated the implementation of a 3rd Party Web Application from initial planning to go-live

o Worked directly with the Web Application vendor on both the creation of the web pages and the creation of the SQR to load the web application data into PeopleSoft

o Coordinated the consolidation of multiple college supplemental applications into one combined application

� Created implementation documentation including project plans, gap/issues docs, customization request forms, and technical specification templates

� Provided analysis/time estimates for all implementation tasks including development time for customizations

� Supported project planning from initial analysis to a finished implementation project plan

� Supported the system setup and configuration

� Provided functional and technical support for resolving significant gaps including recommendations for alternative business solutions and potential customizations

� Facilitated the implementation of key business processes including communications, checklists, mass change, on-line processing, reports, and the automated admissions evaluation process

� Prepared technical specifications for system modifications

� Developed user-specific queries

� Prepared test scripts, helped manage the unit, system, and integration testing

� Provided support for Admissions and Student Records legacy data conversion

� Facilitated data mapping, process identification, and converted data testing

� Served as liaison between functional and technical data teams

� Provided post go-live support for the Admissions and Campus Community modules

University of Utah, SA 6, 7, 7.5, 7.6, (June 97 – April 99) Boise State University, SA 7, 7.6 (July 98 – August 00) Student Administration Consultant � Provided Admissions, Recruitment, Campus Community, and Student Records consulting support for

PeopleSoft’s first extensive implementation of Student Administration from initial fit/gap and setup to go-live (University of Utah)

� Provided Admissions, Recruitment, Campus Community, and Student Records consulting support in the implementation of the PeopleSoft Student Administration product from initial setup to go-live and post-production support (Boise State University)


� Created implementation documentation including project plans, gap/issues docs, customization request forms, and technical specification templates

� Provided analysis/time estimates for all implementation tasks including development time for customizations

� Supported project planning from initial analysis to a finished implementation project plan

� Supported system setup and configuration


� Facilitated the implementation of key business processes including communications, checklists, mass change, on-line processing, reports, and automated admissions evaluation process

� Prepared technical specifications for system modifications

� Developed user-specific queries

� Prepared test scripts, helped manage unit, system, and integration testing

� Provided support for Admissions and Student Records legacy data conversion

� Facilitated data mapping, process identification, and converted data testing

� Served as liaison between the functional and technical data teams



� Provided post go-live support for the Admissions and Campus Community modules

� Assisted with the development and implementation of an interface to DARS (3rd Party Degree Audit system)

� Supported the quarter to semester conversion

� Researched and tested the Course, Class, and Transcript setup needed for the Quarter to Semester conversion

� Provided Transfer Credit Business Process Consulting

� Facilitated the analysis of business processes and process modeling within the Transfer Credit module

� Established Transfer Credit rules and articulation terms

� Identified gaps between business process requirements and delivered functionality

� Support for multiple upgrades during the implementations: from SA version 6 (Beta release) to SA version 7, from SA version 7 to SA version 7.5, and from SA version 7 to SA version 7.6

Stanford University, SA version 7.6 May 99 – February 00 Student Administration Consultant � Provided Admissions, Recruitment, Campus Community and Student Records in the implementation of the

PeopleSoft Student Administration product for discovery prototyping, fit/gap analysis, and initial implementation activities

� Facilitated analysis of business processes and process modeling

� Created implementation documentation which included: project plans, gap/issues documents, customization request forms, and technical specification templates

� Provided analysis/time estimates for all implementation tasks including customization development time

� Supported project planning from initial analysis to final implementation project plan

� Facilitated identification and implementation of key business processes including on-line processing, communications and checklists, mass change, and reports

� Supported system setup and configuration

� Supported the Undergraduate, University College, Graduate, Medical School, Law School and Graduate School of Business Admissions offices


� Provided support for the Campus Community data conversion

o Reviewed the data mapping

o Identified common mistakes

o Demonstrated the SQL Trace and other Tools Utilities

Northern Arizona University, SA version 8.0 July 02 – August 02 Student Administration Consultant � Provided Admissions, Student Records, Financial Aid, and Student Financials consulting support in the

implementation of 3C’s and Automated Admissions Evaluation processing on Student Administration release 8.0

� Provided functional expertise to the Admissions, Student Records, Financial Aid, and Student Financials project teams to support implementation of 3C’s in each functional area

� Prepared and presented an overview of 3C’s functionality including changes in SA 8.0, new functionality, and background information to ensure each team had enough knowledge to complete business process analysis, setup, and documentation

� Facilitated multiple 3C’s sessions for each SA functional team

o Included detailed review of setup and other preparation needed to implement 3C’s functionality

� Provided functional and technical support to each team with respect to specific 3C functionality in that module

� Provided functional and technical support for the Admissions team to analyze, document, and prepare functional specifications for the Automated Evaluation Process



� Facilitated business process analysis sessions with the Admissions team and the technical team to provide expertise concerning the best approach for setup and business processing, as well as specific changes needed in the delivered SQR and SQC’s to provide accurate and appropriate results

� Supported the Project Management team by sharing functional product knowledge and extensive consulting experience through strategy sessions and detailed analysis and documentation for critical SA functionality

Brigham Young University Academic Advisor/Admissions Specialist – Office of Graduate Studies � Managed all administrative functions for graduate students from admissions processing and advising through

degree audit and graduation

� Served as liaison between the graduate office and all academic departments in six colleges

� Served as international Student Admissions expert

� Responsible for processing all international student admission applications

Education


Bachelor of Arts, English

Brigham Young University



Joanne Gray

Summary

• Over 20 years in technical and functional positions in academic and corporate environments

• Served in functional positions including: Assistant Registrar & Admissions Specialist

• Served in technical positions including: Web Master & Software Developer

• Played key roles in implementing PeopleSoft Campus Solutions product (Versions 7.0-8.9) across modules

◊ Modules included: Student Records, Academic Advisement , Student Financials, Admissions and Recruiting, Campus Community, and Academic Structure

• Assisted with 3rd party tools implementations including WebCT, CollegeNet R25 and Control M batch management software

• Worked on other projects involving PeopleSoft CRM Online Marketing, Contributor Relations products and teaching Student Financials 8.9; served as the Product Lead for Student Records at Oracle Corporation and the Version 9.0 Seed Lead.


PeopleSoft Enterprise Campus Solutions 8.9 – Student Records The Ohio State University

• Worked with the Change Management team to develop training documentation and provide classroom training for the student records module (included a ‘train the trainer’ model of 25 trainers to assist in the effort).

• The documentation and training effort included all areas of the Student Records module including Curriculum Management, Records and Enrollment, Transfer Credit, End of Term Processing and all areas of self-service, as well as the Ohio State University customizations for a population of approximately 1,000 Student Records users (20,000 staff campus-wide), 63,000 students and 5,000 faculty/advisors.

• Worked with the IT team on the conversion of a snapshot of legacy data across careers and programs into the training environments to provide ‘live’ training data.

• Served as the security lead in the training environments including the creation of profiles, and assignment of roles, permission lists, and row level security for both the application and self-service functionality.

• Maintained security in the training environments for all student records related training.

• Worked with the Student Records team on the development of test scripts, testing of custom processes, performance testing of all student records related functionality and validation of go-live conversion data.

PeopleSoft Enterprise Campus Solutions 8.9 – Student Records Long Island University

• Served as the Student Records Lead for the implementation of the project (27,000 students and more than 650 full-time faculty

• Worked extensively with the LIU IT staff on the conversion of careers, programs, plans and enrollments from the legacy system (220,000 records) and the schedule of classes

• Assisted in the configuration of all aspects of the student records module and supported staff in the configuration of the academic advisement module

• Worked extensively on the configuration of the transfer credit module components including both manual and automated processes for internal and external transfer credit.

• Conducted training sessions across campuses (Brooklyn and Long Island) for faculty and staff

PeopleSoft Enterprise Campus Solutions 8.9 – Student Records Maricopa Community Colleges



• Assisted the Student Records module project team with reviewing the differences between v8.0 and 8.9 of the Campus Solutions software

• Worked extensively with specific areas of Student Records including repeat checking, honors and awards, enrollment and validation appointments and grading

• Provided documentation of touch points between modules to assist in system testing

• Conducted query training to help staff understand the tables used in processing student records

PeopleSoft Enterprise Campus Solutions 8.9 Kansas State University – Student Administration

• Worked with the K-State project team to define and configure their preliminary test system

including: Academic Structure, Campus Community, Student Records, Student Financials, and Self-Service

• The Student Records team in a detailed analysis of their business policy in relation to configuration of the system that included specific concentrated areas of Enrollment, Grading, and End of Term Processing

• Assisted the technical staff with development of data mapping templates for conversion including Bio/Demo data, Program/Plan stack, Transfer Credit and Course Catalog

PeopleSoft Enterprise Campus Solutions 8.0 – Student Financials University of California, Santa Cruz

• Worked with Student Financials staff to review Tuition Calculation and incorporate new functionality including transaction fees and course lists

• Assisted Student Financials and Student Records staff to:

◊ Gain more comprehensive and integrated knowledge of how the two modules work together ◊ Review specific areas of Student Records, specifically the processing and reporting of Consolidated

Statistics

PeopleSoft Enterprise Campus Solutions 8.9 – Student Administration Open University of Hong Kong

• Worked with the Open University of Hong Kong team to define and configure their system

◊ This system encompassed activities from matriculation through graduation

• Reviewed and configured each of the following components: Academic Structure, Campus Community, Recruitment and Admissions, Student Records, Academic Advising and Student Financials

PeopleSoft Enterprise Campus Solutions 8.9 - Training Sessions Ohio State University and Oracle University Public Education Classroom

• Conducted training sessions for “Introduction to PeopleSoft Student Financials 8.9”

PeopleSoft Enterprise Campus Solutions 8.9 - Student Administration A Multi-Institutional University

• Performed analysis of business requirements for multi-institutional university business proposal

• Identified business processes in each module of the Campus Solutions 8.9 product

• Worked with Oracle University training and change management experts to address the inclusion of these components during various phases of the proposed project

• Assisted with the proposed integration of CRM Online Marketing with Higher Education functionality

PeopleSoft Enterprise Campus Solutions 8.0 - Student Records/Academic Advising University of Massachusetts, Office of the President

• Analyzed registrar’s office business systems (undergraduate, graduate, and continuing education) for the configuration and implementation of the Student Records and Academic Advising modules at three university campuses

• Specialized in: Academic Standing, Repeat Checking, the National Student Loan Clearinghouse and the third party software product from CollegeNet, Series 25 in conjunction with PeopleSoft room scheduling functionality on the Student Records module

• Helped define degree audit rules and setup to match institutional needs on the Academic Advising module



• Assisted Campus Community lead in implementation of 3C’s, Service Indicators and Search/Match functionality

PeopleSoft Enterprise Campus Solutions 7.6 - Student Financials Holy Cross College

• Performed and documented fit/gap analysis for 7.6 to 8.0 upgrade functionality

• Served as technical support for the Bursar’s Office

• Performed troubleshooting and provided resolutions for the Student Financials area

◊ This included: Tuition and Fees, Third Party Billing, Accounts Receivable and Payments, Collections and Aging, Payment Plans, and the General Ledger Interface

PeopleSoft Enterprise Campus Solutions 7.6 and 8.0 - Recruiting and Admissions PeopleSoft Development

• Served as functional lead on the PeopleSoft Development Team for the design and implementation of PASS (Patriot Act SEVIS Solution)

• This product development was required as part of the US Patriot’s Act and included Campus Community, Recruiting and Admissions and Student Records module components in order to transmit address information, bio-demographic data, application status and student records between PeopleSoft and SEVIS.

PeopleSoft Enterprise Campus Solutions 7.6 - Student Records Princeton University

• Assisted staff in the implementation of the Student Records module for the Graduate School

◊ This included detailed work on the following components: Programs and Plans, Term Activation, Class Scheduling, Milestones, Service Indicators, 3C’s and Academic Structure

PeopleSoft Enterprise Campus Solutions 8.0 - Student Administration/Contributor Relations National Defense University

• Performed and documented the fit/gap analysis of the Student Administration and Contributor Relations product

◊ The analysis included the five colleges (including the War College), three regional centers, six research centers and eight special programs

◊ Covered the range of their academic policy and business needs including Enrollment, Academic Advising, Faculty Workload and Transfer Credit within the military system

PeopleSoft Enterprise Campus Solutions 7.6 - Academic Advising United States Army University (eArmyU)

• Served as Academic Advising Team Lead for a multi-institutional implementation project for eArmyU

• Analyzed and designed the Academic Advising module, which included degree programs and plans for twenty-nine colleges in partnership with the Army

• Assisted with the portal design and LDAP/single sign-on along with the overall strategic decision making process

PeopleSoft Enterprise Campus Solutions 7.6 - Reporting Warehouse PeopleSoft, Inc. and Kentucky University

• Participated in the initial PeopleSoft Operational Data Store (ODS) project, reviewed PeopleSoft Entity Relationship Diagrams (Admissions, Student Records, Campus Community, and Academic Advising modules)

• Determined table and fields essential to the most common functions used in higher education

• Worked with staff at the University of Kentucky to implement the ODS.

• Played instrumental role in the initial PeopleSoft Operational Data Store (ODS) project

• Reviewed PeopleSoft Entity Relationship Diagrams (Admissions, Student Records, Campus Community, and Academic Advising modules) to determine table and fields essential to most common higher education functions

• Worked with staff at the University of Kentucky to implement the ODS

PeopleSoft Enterprise Campus Solutions 7.6 - Recruiting & Admissions/Student Records



University of Massachusetts Medical School

• Served as Lead for the Recruiting and Admissions implementation project

• Promoted to Systems Analyst

• Supported the Medical School and Graduate School of Nursing student records and admissions modules

Career History

• 20 years in Higher Education

◊ Assistant Registrar (Continuing Education) ◊ Financial Manager (Continuing Education) ◊ Research Associate (Medical School Admissions) ◊ English Instructor (Community College) ◊ Assistant Dean to the Faculty (Graduate School) ◊ Assistant Director for Diversity (Undergraduate, Graduate and Continuing Education)

Skills Summary

PeopleSoft Enterprise Campus Solutions

• Student Records • Academic Advising • Recruiting and Admissions • SEVIS

• Student Financials • Campus Community • PeopleTools • Query

Programming Languages

• SQL • PeopleCode

• UNIX • HTML

Other Accomplishments

Training • PeopleSoft SQR • PeopleSoft Database Upgrade • PeopleSoft PeopleTools (I & II) • PeopleSoft Application Engine

• PeopleSoft Server Administration • PeopleSoft Student Records • PeopleSoft Academic Advising • PeopleSoft Student Financials

Certifications & Associations

• PeopleSoft 8 Certified Consultant

•

Presentations & Publications

• Implementing Academic Advising: The eArmyU Project, HEUG, March 2001

Education

Master of Arts Degree - English

Clark University, Worcester, MA

Bachelor of Arts Degree - English

Clark University, Worcester, MA



Margaret L. Kennedy

Summary

• Primary areas of focus: Recruiting & Admissions, Campus Community, User Training/Knowledge Transfer, Reporting, Business Process Analysis and Design

• Previous experience with Student Records and Student Financials

• Strong working knowledge of interactions of all Campus Solutions modules

Major Implementations

The Ohio State University, Columbus, OH • Responsible for leading Campus Community team through design, implementation and post-implementation

phases of a multi-year implementation project.

• Worked with both Student Administration and HR teams on integration issues including values for shared tables and business processes for shared data.

• Participated in conversion mappings, including rules for updating shared HR and Student bio-demo data. This was a particularly large and complex conversion with ongoing incremental processes.

• Created detailed functional specifications, including the administrative portions of a significant customization for Student Health Insurance. Also reviewed various specifications drafted by other team members.

• Worked with Campus Community team to set up security permission lists and roles for shared use by all modules.

• Designed denormalized tables and views to be used for reporting purposes in the OSU Operational Data Store (ODS). These reporting tables/views encompassed Admissions, Student Records and Campus Community data and were designed to facilitate reporting by users with all levels of expertise. These tables/views were leveraged for use in capturing snapshots (point-in-time datasets). They were further leveraged as data sources for Hyperion reports and also as the basis for Course Analytics/Student Analytics data marts.

• Conducted training for ODS reporting users to help them transition from legacy to PeopleSoft and provided ongoing support on reporting questions and issues.

• Provided post-production support.

University of Maryland, University College, Adelphi MD • Conducted the Fit/Gap analysis for the Recruiting & Admissions and Campus Community modules. Identified

alternative solutions for requirements/gaps.

• Led Admissions implementation. A major accomplishment of this implementation is a self-service admissions application that processes submissions in real time

• Facilitated design and business process review sessions

• Wrote specifications

• Designed queries and reports

• Guided security setup

• Designed and presented user training (including query training for super users from all modules)

• Designed and set up all 3C items for Admissions including 3C Events and Triggers. Assisted SR with their 3C setup

• Created merge templates to meet many specific business requirements

• Created test plans for unit, system and acceptance testing

• Remained on board for post go-live support and Phase II customizations

Marquette University, Milwaukee, WI • Initial Implementation, Version 8:



• Served as Functional Lead for the Recruiting & Admissions implantation

• Provided major input into the Campus Community implementation

• Conducted Fit/Gap sessions and identified alternative solutions for requirements/gaps

• Wrote specifications for modifications and customizations

• Designed queries, reporting tables, and reports

• Worked with all modules to design and implement security setup

• Designed and executed test plans for unit, system, and acceptance testing

• Designed customizations for the Recruiting module (Version 8.0). These customizations were the subject of a presentation at the 2006 Alliance Conference

• Version 9 Upgrade:

• Conducted Fit-Gap for Recruiting & Admissions and Campus Community upgrades. Provided extensive Delta documentation.

• Trained users in new features and functionality

• Assisted in review of customizations to see which could be eliminated

Towson University, Towson, MD • Served as Functional Lead for the Admissions and Campus Community implementation

• Conducted Fit/Gap sessions for Admissions and Campus Community modules and identified alternative solutions for requirements/gaps

• Wrote specifications for modifications and worked with the technical team to implement them. Some of these customizations, batch loads for communications, checklists, comments and service indicators, were subsequently implemented at several other University System of Maryland campuses.

• Led the design effort for security setup, working with other modules and HR to design security.

• Designed the permission lists and roles for Admissions and Campus Community and mentored university security administrators in PeopleSoft security setup

• Created reporting tables

• Designed and executed test plans to ensure all cohorts and business processes were handled properly by the system

West Chester University of Pennsylvania, West Chester, PA • Served as Functional Lead for the Admissions implementation

• Conducted Fit/Gap sessions and worked with Admissions team to define and prioritize necessary modifications and reporting requirements

• Performed system setup and testing

• Developed Admissions training manuals and trained users

• Designed reporting tables.

• Designed and developed PS Query and Crystal reports

Other Significant Projects

New York University, New York, NY • Conducted Fit/Gap sessions for Campus Community Version 9 implementation. Recommended solutions for

identified Gaps.

College of Lake County, Grayslake, Illinois • Conducted Fit/Gap sessions for Recruiting & Admissions and Campus Community for upgrade from version 8 to

version 9

Pepperdine University, Malibu, CA • Reviewed Admissions and Campus Community Fit-Gap notes. Recommended solutions to gaps as appropriate.

• Demonstrated 3C’s and 3C Engine setup and use.



• Recommended “must have” customizations. Provided points of contact at other institutions for additional information.

• Responded to requirements for a CRM system identified by one of the colleges. Solutions included delivered functionality and selected customizations.

University of Baltimore (UB), Baltimore, MD • Led the security setup for the Admissions and Campus Community modules for the initial go-live

• Mentored UB security administrators in PeopleSoft Security setup

• Developed daily statistical and audit reports

• Participated in system acceptance testing

• Returned to provided post go-live support to both the Graduate/Undergraduate admissions office and the Law admissions office, including business process reviews and training

• Made recommendations for how UB could better utilize the 3Cs in support of their recruiting efforts

• Completed a fit-gap on the impact on Recruiting and Admissions of adding first year students to UB’s population. This included writing functional specifications for a number of customizations.

• Worked with Graduate/Undergraduate Admissions on business process review and improvement in support of increasing enrollment

• Conducted readiness assessment for Admissions and Campus Community Version 9 upgrade.

Wake Forest University School of Medicine, Winston-Salem, North Carolina • Conducted Admissions post-implementation testing, production support and user training emphasizing

evaluation process, mass change, and letter generation

• Worked with Admissions users to define and prioritize necessary modifications and reporting requirements

• Assisted with Student Financials set up, performed system testing, and conducted user training

• Used SQA Robot to create test data and load item type setup

• Developed Student Financials user documentation and reports using PS Query and Crystal Reports

Cornell University, Ithaca, NY • Provided expertise on all aspects of system testing, including use of SQA Robot as a key component of the

system test and production readiness team

• Tested PeopleSoft functionality, conversion data, and institution-specific setup

• Developed test scripts and test conditions

• Devised and executed sampling methodology for selecting records to be loaded into test instances

• Developed training materials and conducted a workshop on SQA Robot

• Developed the SQA Robot scripts to automate the process of adding test records to DB instances

• Designed an incident reporting methodology

• Documented & reported incidents as necessary (problems w/ both functionality & converted data)

PeopleSoft, Inc., Pleasanton, CA • Served as a key member of the release test team for Student Financials 7.5

• Utilized SQA Robot to create automated test scripts to evaluate the accuracy and reliability of Student Financial features such as tuition calculation, payment processing, refunding, group posting, billing, collections, and others

• Identified areas where Student Financials did not work as designed

• Worked with the product manager, developers, and technical and functional test leads to correct problems and retest the system after patches were applied.

• Received in-depth training from the PeopleSoft Student Financials development team

Related Prior Employment

West Virginia University/West Virginia Network for Educational Telecomputing • Human Resources data management and reporting

• Training in Oracle systems administration



Centers for Disease Control and Prevention • Served in systems administration, data management, user training and reporting roles

• Received an agency-wide award for user training

Codex Corporation (Motorola) • Conducted sales forecasting, compensation plan modeling, and budget analysis

Automobile Club of Southern California • Performed sales forecasting and financial analysis

Professional Training and Certifications

PeopleSoft Certified Learning Solutions Consultant, v8

Professional Presentations

“Admissions & Campus Community Jeopardy” PeopleSoft Higher Education User’s Group (March 2004, 2005) and Alliance Conference (March 2007, 2008 and 2009); invited to return for 2010

“Quality Assurance Queries for Admissions and Camp us Community” Alliance Conference (March 2007)

“No CRM? Put PS Recruiting to Work for You” Alliance Conference (March 2007)

“Don’t Fall to Pieces – Mods to Make Admissions Wor k for You” Alliance Conference (March 2006)

“Walking Away a Winner in the Web Application Game” Alliance Conference (March 2006)

“1-2-3C” PeopleSoft Higher Education User’s Group (March 2005)

“Go Live and Stay Sane” workshop PeopleSoft Higher Education User’s Group (March 2005)

“Why Didn’t Anyone Tell Me? Tips and Tricks for A dmissions 8.0 Setup and Rollout” PeopleSoft Higher Education User’s Group (March 2004)

Education

M.B.A., Corporate Financial Management and Quantitative Methods

University of Southern California, Los Angeles, CA

B.A., Business Administration

California State University, Fullerton, CA



Ravi Madhok

Professional Summary

• Provides expert level consulting to customers implementing HR and CS Self-Service and Portal

• Expertise includes Self-Service/Portal security planning and integration with LDAP

• Experience in PeopleSoft server architecture deployment, configuration, and administration

• Significant experience with the California State University System including lead roles at Sacramento State University, CSU East Bay, CSU San Bernardino, CSU Fresno, CSU Los Angeles, CSU Long Beach, and San Jose State University, CSU Dominguez Hills

• Holds a B.Sc. and Masters of Health Administration (MHA) degrees

• Fluency in French

• Certified PeopleSoft Technical Consultant

Portal and Self-Service Project Experience

Portal Self Service and Security Lead Consultant New York University • Held interviews with key stakeholders across NYU for the Campus Solutions 9 Self Service and PS Enterprise

Portal planning phase of the SIS Next Generation Project.

• Gathered and compiled self-service processes and functions currently offered to NYU community. Review of existing NYUHome Portal and Albert (student self-service) system to assess fits and gaps with PeopleSoft Portal and Campus Solutions 9.

• Held sessions and demonstrations of Campus Solutions 9 Self Service and Enterprise Portal 9.

• Prepared NYU strategy and planning documents for PS Enterprise Portal, Campus Solutions 9 Self Service and PeopleSoft Security

• Reviewed NYU Identity Management goals and provided recommendations for person record management and duplicate reduction across NYU systems.

Portal Lead Consultant - Portal, Self-Service, Architecture deployment, Security California State University, Dominguez Hills • Led, implemented all end to end PeopleSoft Enterprise Portal 9 deployment - portal installation, development,

training, prototyping, server/architecture configuration, production support

• Led and implemented all aspects of defining and executing a self-service security strategy integrating FIS, HR, SA, Portal and LDAP

• Installation and configuration of database, application, and web server for development and test environments

• Setup of all SSL certificates and testing/configuration with load balancer

• Identification and coordination of firewall rule exceptions for integration from campus to off-site data centers

• Managed and executed all portal administration, branding, pagelet development, content management tasks

• Deployed branding as per requirements from campus marketing/public relations/communications departments

• Design and Content layout for Students, Applicants, Instructors, Advisors, Employees, Persons of Interest, and Administrative users

• Design and creation of Candidate Gateway site for HR Applicants

• Setup self-service and portal security roles and permission lists. Modified and setup application engine, mass change programs required for mass user creation. Creation of scheduled nightly jobset definitions for self-service security maintenance.

• Setup of integration broker to synchronize security between core applications and the portal.

• Integration and configuration of PeopleSoft LDAP authentication.



• Training and knowledge transfer for all portal tasks above to campus staff.

Portal Lead Consultant - Portal, Self-Service, Architecture deployment, Security Sacramento State University • Led, implemented all end to end portal deployment - portal installation, development, training, prototyping,

server/architecture configuration, production support






• Integration and setup of single sign on between Portal and HRSA / FIS


• Design and Content layout for Students, Applicants, Instructors, Advisors, Employees, Persons of Interest, and Administrative users

• Setup self-service and portal security roles and permission lists. Modified and setup application engine, mass change programs required for mass user creation. Creation of scheduled nightly jobset definitions for self-service security maintenance.



• Assist in ongoing production tuning and maintenance of PeopleSoft applications and third party software (WebLogic, Tuxedo)

• Coordinated many integration requests across PeopleSoft, network and data center personnel.


• Assisted in the development and deployment of a PeopleSoft built messaging system for targeted communication to students.

Portal Lead Consultant - Portal, Self-Service, Architecture deployment, Security California State University, San Bernardino • Led, implemented all end to end portal deployment - portal installation, development, training, prototyping,







• Integration of content and setup of single sign on between Portal and HRSA / FIS


• Design and Content layout for Students, Applicants, Advisors, Instructors, Employees and Administrative users

• Setup self-service and portal security roles and permission lists. Modified and setup application engine, mass change programs required for mass user creation. Created scheduled nightly jobsets for self-service security maintenance.



• Coordinated self-service end-user account activation via LDAP/Identity Management and PeopleSoft.






• Integration of Candidate Gateway for both internal and external HR applicants into Portal

Portal Lead Consultant – Portal, Self-Service, Architecture deployment, Security California State University, East Bay • Led, implemented all end to end portal deployment - portal installation, development, training, prototyping,


• Led and implemented all aspects of defining and executing a self-service security strategy integrating HR, SA, Portal and LDAP





• Integration of content and setup of single sign on between Portal and HRSA / FIS


• Design and Content layout for Students, Applicants, Advisors and Instructors

• Setup self-service and portal security roles and permission lists. Modified and setup application engine, mass change programs required for mass user creation. Created scheduled nightly jobsets for self-service security maintenance.





Lead Consultant – Enterprise Portal PS v.8.8 and SA Self Service Stanford University

• Led and implemented all activities associated with Enterprise Portal PS v.8.8 and SA Self Service

• Managed and executed all portal administration tasks

• Carried out branding of portal’s header, footer, templates, style sheets, pagelet, and menu design

• Created multi-tab approach for portal

• Performed Content Management setup

• Integrated HRSA content and single sign-on with HRSA 8

• Set up portal permission lists and roles

• Created Student Administration self-service pagelets for display within portal

• Completed Pagelet/content development using iScript

• Set up and configured application messaging and integration broker for user id synchronization from HRSA to Portal

• Set up and modified user id mass creation process for self-service accounts

• Modified and developed SA self-service objects

Lead Consultant – Portal and Student Administration Self Service San José State University

• Led and implemented all activities associated with Portal and SA Self-Service implementation

• Managed all portal administration tasks from installation through launch of portal

• Facilitated fit/gap analysis for Portal

• Branded portal- header, footer, templates, stylesheets, pagelet, and menu design

• Developed modifications to application messaging process between HRSA and Portal to perform User Profile synchronization

• Set up portal permission lists and roles



• Assisted system administrators in optimizing technical architecture for web deployment and tuning networks for anticipated volumes

• Modified SA self-service functionality

• Transferred knowledge to client on all portal tasks

Technical Lead – PeopleSoft Portal California State University, Long Beach

• Served as member of the PeopleSoft Portal Implementation team

• Served as the lead on security integration between Portal, SA, LDAP and Tivoli Identity Management

• Provided functional and technical expertise for SA Self-Service Applications and integration with Campus Portal

Technical Architect Cal State University, Fresno

• Led series of focused technical sessions with customer to develop Strategic Security Plan that brought together PeopleSoft Portal, PeopleSoft HRSA application, LDAP, and other third party applications under one integrated security model

• Configured and set up application messaging between Portal and HRSA

• Assisted in creating multiple web server instances to improve portal performance

PeopleSoft Experience

PeopleSoft Development Lead San José State University

• Led the development of a custom messaging system using worklist and workflow functionality giving SJSU the ability to communicate with students in absence of a university email system

• Created Self-Service objects to allow faculty and administrative staff to send messages to students by class roster, term, list or query

• Incorporated messaging system into the PS Portal as part of the students’ and faculty’s self-service content

PeopleSoft Security Lead Large North East University System

• Served as lead for large multi campus implementation

• Developed a Security Approach that addressed the following: managing and integrating User Accounts in PeopleSoft, HR Synchronization of User Ids, Directory Integration, and Self-Service security management and Portal integration

• Developed a plan for their PS self-service users

PeopleSoft Security Integration Consultant Large North East University

• Served as Security Expert

• Assisted in the setup and integration of PeopleSoft and customer’s iPlanet Directory server

• Drafted a Security Model to guide security integration across campus applications

PeopleSoft Collaborative Applications Consultant Small West Coast University

• Assisted this private college in successful implementation and go-live of Learning Solutions Collaborative Applications

• Installed and set up the Cybersource Credit Card integration with PeopleSoft for self-service web payments

• Led all prototyping and fit-gap sessions through all of the Learning Solutions Collaborative Applications functionality (Student Records, Admissions, Financial Aid, Student Financials and Campus Community)



PeopleSoft Web Implementation Consultant Large Midwestern University

• Helped dramatically improve the performance of their PeopleSoft HTML Access self-service system

• Carried out a thorough review of load balancer, web server, and application server configuration to diagnose and improve the delivery speed of their self-service applications to the campus

PeopleSoft Portal Implementation Consultant Large Southern University

• Led the implementation of the application messaging integration tool to synchronize the security between HRSA 8 database and Campus Portal by ensuring that all user profiles created in HRSA were also created and given appropriate access in the Campus Portal.

PeopleSoft Portal Implementation Consultant Mid-Sized West Coast State University

• Led the development of a security model for creating and maintaining user id accounts for students, applicants and employees for this Early Adopter of the Campus Portal/Human Resources/Learning Solutions Collaborative Applications

• Assisted in the single sign-on and synchronization of user ids between the PeopleSoft Application databases, Campus Portal database, and the LDAP server

• Assisted in the setup of the WebLogic Web Server Cluster in their test environment

PeopleSoft Web Implementation Consultant Small East Coast Community College

• Led successful implementation of SA HTML access at this small institution

• Developed a Project Plan

• Conducted prototyping exercises to identify customizations and issues

• Developed SA HTML access site

• Carried out Integration and Pilot Test

• Provided Production Rollout assistance and support

• Implemented successful web functionality for registration and credit card payment on budget and on time

PeopleSoft Web Portal Implementation Consultant Mid-Sized West Coast State University

• Assisted client in formulating a strategy for LDAP – Campus Portal integration for their employee and student roles

• Advised client on creation and maintenance of accounts

PeopleSoft Web Implementation Consultant Small Midwest University

• Installed the PeopleSoft Web Credit Card Processor at this small 3000 student university

• Provided troubleshooting expertise to resolve Cybersource integration and configuration issues

• Provided go-live support to ensure success

PeopleSoft Portal Implementation Consultant Midwest Technical College Consortium

• Served as lead technical resource for Campus Portal Strategy Workshop

• Led discovery sessions with participants to assist in drafting a project plan and Strategy brief for Portal implementation

Large Northeast University PeopleSoft Web Implementation Consultant

• Drafted an action plan to jump-start client’s SA HTML Access implementation



• Customized the batch web account creation process to meet university ID and password requirements for students

• Built a customized web page for querying class permission numbers in SA HTML Access

PeopleSoft Web Implementation Consultant Large Midwest University

• Assisted university in successfully troubleshooting a series of SA HTML Access and External Authentication problems prior to their go-live

PeopleSoft Web Implementation Consultation Small Northeast College

• Served as lead consultant in driving all aspects of successful SA HTML Access go-live

• Provided functional training and set up assistance to the Registrar

• Worked with their web developers to integrate SA HTML Access with their current Student Portal

• Tested and customized their batch web account creation process

PeopleSoft Web Implementation Consultant Large Southwest Community College System

• Served as Lead Web Functional and Technical Consultant for successfully implementing SA HTML Access for student web registration and web credit card payments

• This is first and only college to be successfully using the Web Credit Card Processor for SA HTML Access

PeopleSoft Readiness Assessment Consultant Large Southwest state school

• Carried out high-level interviews with senior management and frontline staff

• Drafted readiness assessment report on their level of preparation to begin implementation of PeopleSoft SA

PeopleSoft Web Implementation Consultant Large Midwest State School System

• Served as a Web Functional and Technical Consultant to 5 campuses across this university system

• Installed, trained, configured, and tested SA HTML Access

PeopleSoft Web Implementation Consultant West Coast Graduate University

• Served as Functional and Technical Consultant as part of the Beta Portal for Higher Education program

PeopleSoft Consultant PeopleSoft Enrollment Services Development Team

• Served as Functional Consultant testing new functionality and fixes for the PeopleSoft Enrollment Services Development Team

PeopleSoft Web Implementation Consultant East Coast University

• Performed the first installation of the pre-GA SA HTML Access for the PeopleSoft Early Adopters Program

• Provided the development team with feedback for improvements and implementation issues prior to the general release of this product

PeopleSoft Web Implementation Consultant Midwest University

• Installed the beta version of SA HTML Access

• Facilitated user group discussions and documented issues for feedback to development



PeopleSoft Implementation Consultant University Extension School

• Led a fit/gap analysis for Academic Structure setup for this continuing education university

• Facilitated fit/gap sessions with the Student Records and Admissions functional teams through all the setup values required for Academic Structure.

• Performed a hands-on prototyping exercise with the cross-module for their Academic Structure setup

• Developed a dependency chart to guide the client

Technical Skills & Knowledge

PeopleSoft

• Tuxedo-Jolt/App Server

• Application Engine

• Security

• Mass Change

• HTML Access

• Integration Broker

• Data Mover

• PS Query

Databases • Oracle

• SQL Server

Operating Systems • Windows • Linux

• Unix

Programming

Languages

• SQL

• People Tools

• PeopleCode

Internet • Oracle Application Server

• IIS (Microsoft Internet Information Server)

• HTML/ASP

• BEA Weblogic

Presentations

“San Jose State Student Messaging System” PeopleSoft HEUG Conference, Las Vegas 2005

“PeopleSoft Enterprise Portal” Southern California E&G Users Group, 2001

“PeopleSoft Internet Products” California State Universities Financial Officers Association Conference, 2000

“Student Self-Service via HTML Access” PeopleSoft Connect Conference, 2000

Education and Certifications

Master of Health Administration (M.H.A.)

University of Ottawa, 1996

Bachelor of Science

McGill University 1993



Richard McGowan

Summary

• Highly sought-after and experienced PeopleSoft Student Records Lead

• Over 10 years of professional experience working with PeopleSoft Student Administration in Higher Education

• Provided various levels of support, including student systems design, development, project management and records management

• Project involvement includes all phases of the implementation life cycle from business requirement's definition through deployment, end user training and production support


Senior Consultant

� Student Records consultant for The Ohio State University’s implementation of PeopleSoft’s/Oracle Campus Solutions 8.9

� Functional and Technical responsibilities included:

o Troubleshooting existing issues with the functional business processes in Student Records

o Complete re-design of the PeopleSoft delivered transcript Crystal Reports.

o Designed the Student Records Batch process flow using the AUTOSYS interface (3rd party product).

o Configured, tested and rolled out the Credentials Transcript Ordering interface (3rd party product).

o Supported student records registration “go live” activities including facilitating workshops for students and staff.

o Providing technical support and guidance to staff on various modifications, reports and customizations

o Providing ad hoc technical training of OSU staff on the use of PS Query, SQL and Application Engine

Senior Consultant

� Admissions, Campus Community and Student Records Post Production Support for Cal State Dominguez Hills’ implementation of PeopleSoft’s/Oracle Campus Solutions 8.9 as part of the CMS system

� Functional and Technical responsibilities included:

o Troubleshooting existing issues with the functional business processes in Admissions, Campus Community and Student Records

o Supporting the student records “go lives” which include registration and transcript production

o Providing a functional backup for critical processes in the absence of the technical lead

o Providing technical support and guidance to CSUDH team on modifications, reports and customizations

o Providing ad hoc technical training of CSUDH staff on PS Query, SQL and Application Engine

Senior Consultant

� Student Records Functional Lead for Sacramento State University’s implementation of PeopleSoft’s/Oracle Campus Solutions 8.9 as part of the CMS system

� Functional responsibilities included:

o Facilitating Student Records prototype, build, conversion and functional training sessions with pertinent student records staff members

o Developing functional and technical specifications for modifications, reports and customizations

o Developing specifications for Student Records modifications and interfaces

� Technical responsibilities included:



o Developing custom objects (fields, records, pages, menus and components) using Application Designer (PeopleTools 8.46)

o Lead PS Query training sessions for CSUS staff Senior Consultant

� Functional and Technical Lead for The University of Texas at Arlington’s implementation of PeopleSoft’s/Oracle Campus Solutions 8.9


o Facilitating all Admissions, Campus Community and Transfer Credit IDP (Interactive Prototype and Design) sessions with pertinent staff members

o Developing functional and technical specifications for modifications and customizations

o Developing specifications for Admissions and Transfer Credit interfaces

� Technical responsibilities included:

o Developing custom objects (fields, records, pages, menus and components) using Application Designer (PeopleTools 8.46)

Applications Support Analyst California State University, Channel Islands

� Student Records, Admissions, Transfer Credit and Academic Advisement functional and technical lead for the PeopleSoft Student Administration Implementation


o Facilitating all Student Records, Admissions, Transfer Credit and Academic Advisement IDP (Interactive Prototype and Design) sessions with pertinent staff members

o Facilitate all IDP sessions with the College of Extended Learning staff

� Technical responsibilities include:

o Applying upgrades and fixes to the database instances

o Developing campus custom reports and extracts using Oracle SQL, PS Query and SQR

o Developing and maintaining interface to the Student Financial system (File Maker Pro) using Oracle SQL

o Developing and maintaining interface to the Financial Aid system (Power Fades) using SQR

o Developing and maintaining interface to the Learning Management system (Blackboard) using Oracle SQL

o Developing and maintaining PeopleSoft security for the student administration system user group (includes mass user id creation for all staff and students)

Senior Consultant � Student Records & Admissions functional lead for California State University Northridge’s implementation of

PeopleSoft Student Administration 8.0 as part of the CMS system

o Technical responsibilities included: Developing technical specifications for CSU baseline and campus modifications to (Records, Pages, PeopleCode, SQR’s, and App Engines)

� Transfer Credit & Academic Advisement functional lead for Sonoma State University’s (and California Maritime Academy’s) combined implementation of PeopleSoft Student Administration 8

o Provided post go-live support for the Admissions and Student Records modules.

o Technical responsibilities included development of custom PS Queries, SQR’s, Import Manager and Data Mover Scripts

� Academic Structure functional lead for California State University Long Beach’s implementation of PeopleSoft Student Administration 8.0

Senior Consultant

� Completed Gap/Fit analysis for the Admissions, Student Records, Campus Community, and Academic Advisement modules for Cal State Northridge’s implementation of PeopleSoft Student Administration 7.6

� Served as Admissions & Student Records Functional Lead for Louisiana State University Health Science Center’s implementation of PeopleSoft Student Administration 7.6



o Technical responsibilities involved developing custom PS Queries and SQR Reports.

� Served as Admissions, Student Records and Academic Advisement Functional & Technical Lead for Rhode Island College’s implementation of PeopleSoft Student Administration 7.5

o Technical responsibilities included development of custom SQR’s, and PeopleSoft objects such as (Records, Panels, Menus and PeopleCode)

� Developed a payroll interface (SQR) for the University of South Florida’s implementation of PeopleSoft HR 7.0

� Served as Interim Project Manager for the University of Alabama at Birmingham for Oracle HR & Financials implementation

Consultant

� Served as Admissions Technical Lead for Southern Methodist University’s implementation of PeopleSoft Student Administration 7.0

o Developed custom SQR’s and PS Queries/Crystal/MS Access Reports.

� Participated in release testing of PeopleSoft Student Administration Admissions 7.0 at PeopleSoft’s Pleasanton, California headquarters

Presentations

PeopleSoft HEUG Conference 2000, 2001, 2002, 2003, 2005 & 2006

Education

PeopleSoft Student Administration Certification


Bachelor of Science in Mathematics with a minor in Computer Science

Texas Christian University



Gary Murphy

Summary

• Accomplished project manager for a variety of ERP Systems over the past fourteen years.

• Over eighteen years of technical experience with large ERP Systems.

• Worked with Human Resource applications since 1987 and worked with PeopleSoft’s HR software since 1993.

• Worked with Financial applications since 1995 and worked with PeopleSoft’s financial software since 1998.

• Excellent analytical skills and excels in resolving the most complex issues.

• Worked extensively with “enabling technologies” such as Business Intelligence Reporting, Interactive Voice Response (IVR), Telephone Systems, Email Integration, Employee Self-Service, Workflow and Intranet/Internet applications.

PeopleSoft Project Achievements:

Project Manager/Technical Lead (FIS) – Finance 8.8 - 9.0 Upgrade Southern Wisconsin Consortium (SWC) – Wisconsin • Project Manager and Technical Lead for the upgrade of FIS 8.8 to FIS 9.0. Modules include Accounts Payables,

Purchasing and General Ledger.

• Work with Project Director on project planning and scope definition for a consortium upgrade. The SWC consortium consists of 3 technical colleges in Wisconsin implemented in a single database.

• Work with Project Managers of HR and SA for all integration needs.

• Assisted with the management of consulting resources to complete fit/gap analysis, technical development as well as the technical upgrade process.

Technical Lead (FIS/BI) - Finance 9.0/Business Intelligence CSU San Francisco • Technical Lead for the integration of Finance 9.0 into Business Intelligence Reporting Solution.

• Developed several “Proof of Concept” dashboards/reports to facilitate campus-wide approval.

• Developed several “Focus Group” dashboards/reports to facilitate campus-wide system requirements.

• Assisting in data modeling from PeopleSoft Financials 9.0 into the Data Warehouse.

Project Manager/Technical Lead (HR/SA) - HRSA 8.0 –9.0 Upgrade Aurora Consortium – Wisconsin • Project Manager for the upgrade of HRSA 8.0 to HCM 9.0. Modules include Human Resources, Payroll,

Admissions, Records, Financial Aid, Student Financials and Advising.

• Work with Project Director on project planning and scope definition for a consortium upgrade. The Aurora consortium consists of 2 technical colleges in Wisconsin implemented in a single database.

• Assisted with the management of consulting resources to complete fit/gap analysis, technical development as well as the technical upgrade process.

Technical Lead (FIS) - Finance 8.4 –9.0 Upgrade CSU San Francisco • Technical Lead for the upgrade of HRSA 8.0 to HCM 9.0. Modules include Accounts Payables, Purchasing,

General Ledger and Asset Management.

• Work with Project Director on project planning and scope definition for a consortium upgrade. The Aurora consortium consists of 2 technical colleges in Wisconsin implemented in a single database.

Project Manager (Email) CSU Long Beach



• Organized and kicked off their project for converting from Lotus Notes email onto Microsoft Exchange.

Technical Consultant (HR/SA) – HRSA 8.0 - 9.0 Upgrade University of Baltimore • Performed a technical assessment of their approach to upgrade HRSA 8.0 to HCM 9.0.

Technical Lead (FIS/BI) - Finance 8.4/Business Intelligence CSU Fullerton • Performed a technical assessment of their environment for hosting Finance 8.4 reports in Business Intelligence

solution. The recommendation was to wait until their Finance upgrade to 9.0 was completed before continuing.

Technical Consultant (HR) – HR 9.0 The Getty • Applied 3 years of historical PeopleSoft patches to get system up to date.

Project Manager/Technical Lead (FIS) – Finance 8.4 CSU Fullerton • Project Manager for the implementation of Finance 8.4. Modules included General Ledger, Accounts Payable,

Purchasing, Billing, Accounts Receivable, and Asset Management.

• Work with Project Director on project planning and scope definition

• Communicate project status to executive committee/steering committee

• Coordinate project activities to all team members and daily basis

• Coordinate Fit/Gap sessions

• Coordinate business process review sessions

• Coordinate system configuration, testing and acceptance review

• Facilitate data conversion and validation

• Facilitate data integration with Legacy Systems

• Coordinate training for core users and end users

• Coordinate all custom development, testing and production migration

• Coordinate the LCD integration between HR and Finance

• Troubleshoot application and data issues

• Assist with data conversion and validation planning and testing

Technical Consultant (FIS) – Finance 8.4 CSU Long Beach • Technical Consultant for a special reporting project for Finance 8.4.

• Developed two custom aging reports for the Accounts Receivable module.

• Developed two custom Dunning letters for the Accounts Receivable module.

Technical Consultant (FIS) – Finance 8.0 The Getty • Designed and programmed the conversion of existing documents to their new business unit. This included the

conversion of requisitions, purchase orders, receipts and vouchers.

Technical Consultant (HR) – HR 8.0 to HR 8.9 CSU Office of the Chancellor • Technical Consultant of the HR Upgrade Team for the upgrade of HR 8.0 to HR 8.9.

• Assisted in the design of the upgrade methodology to be used by all CSU campuses

• Participated in the first upgrade using the new Unisys Data Center and assisted in resolving the issues encountered.

• Upgraded several campuses

• Troubleshoot upgrade data issues



Technical Consultant (FIS) – Finance 8.4 CSU San Bernardino • Technical Consultant called in specifically to resolve Accounts Receivable issues in FIS 8.4.

• Resolved the existing data issues with AR module.

• Upgraded their Business Process Guides to ensure staff could resolve future issues.

• Coordinated staff training on the AR module.

Technical Consultant (HR) – HR 8.1 to HR 9.0 The Getty • Technical Consultant for upgrade of HR 8.1 to HR 9.0.

• Performed the upgrade of all objects within the HR environment. This included items such as SQR, crystal, application engine, PeopleCode, records, and component interface.

• Retrofitted integration broker messages between HR, FIS and their Data Warehouse.

• Troubleshoot upgrade data issues for staff member running the actual upgrade.

Technical Lead (FIS) – Finance 8.4 CSU San Francisco • Technical Lead for the post implementation support of Finance 8.4.

• Implemented the use of the reporting instance for end users reports. This included the synchronization of security and other objects between production and the reporting instance.

• Developed several key reports for end users.

• Assisted staff in completing the data conversion from the Legacy System into Finance.

• Customized the PO Dispatch process to utilize the fax server.

• Developed month-end closing procedures for the GL staff. The staff was also trained on how to properly close the GL for the month.

• Troubleshoot application and data issues.

Project Manager/Technical Lead (FIS) – Finance 8.4 CSU Long Beach • Project Manager for the installation of new modules into Finance 8.4 and several large customizations. Modules

included Billing and Accounts Receivables.








• Coordinate all custom development, testing and acceptance review


• Developed a customization to allow emailing through the Purchasing Module with specific client requirements.

• Developed the integration with CS-Link so that all changes could be maintained in PeopleSoft and the changes simply migrated to CS-Link.

Technical Consultant (FIS) – Finance 8.4 CSU East Bay • Resolved issues with encumbrances not balancing that internal staff and CMS Help Desk could not solve.

Technical Consultant (FIS) – Finance 8.4 CSU Office of the Chancellor • Developed a single document consolidating all of the technical documentation used by the SOSS FIS Technical

Team. This document was then used as a “single source” for all technical documentation.



Technical Consultant (FIS) – Finance 7.5 – 8.4 Upgrade CSU Northridge • Called in to assist on-site staff with issues they were having completing the upgrade. After one week on-site the

issues were resolved and the staff was able to continue with the upgrade.

Technical Lead (FIS) – Finance 7.5 - 8.4 Upgrade CSU Monterey Bay • Technical Lead for the upgrade of Finance 7.5 to Finance 8.4. Modules included General Ledger, Accounts

Payable and Purchasing.

• Performed the software upgrade, including all test passes, and resolved all issues

• Retrofitted custom programs/processes to work with the new software

• Retrofitted the key interfaces between PeopleSoft and all legacy systems

• Configured Integration Broker between HR and Finance for the LCD integration

• Completed some performance tuning on the nVision reports


Project Manager/Technical Lead (FIS) – Finance 7.5 - 8.4 Upgrade CSU Long Beach • Project Manager for the upgrade of Finance 7.5 to Finance 8.4. Modules included General Ledger, Accounts

Payable and Purchasing.








• Coordinate upgrades to all custom development, testing and acceptance review


Query Trainer (FIS) CSU Office of the Chancellor • Query Trainer for several CSU campuses on the advanced use of PeopleSoft Query specific to Finance users.

• Develop Query training material based on Finance users.

• Held a training session at the Chancellor’s office for any interested campuses from Southern California.

• Held a training session at East Bay’s office for any interested campuses from Northern California.

Technical Consultant (FIS) CSU Office of the Chancellor • Technical Consultant for the CSU “baseline” conversion of Finance 7.5 to Finance 8.4. Modules included

General Ledger, Accounts Payable and Purchasing.

• Designed and developed the new Corporate Data Integrity Package (CDIP) 8.4 modification.

• Participated in the CDIP Fit/Gap sessions with all campuses.

• Participated in the CDIP acceptance testing sessions with certain campuses at San Luis Obispo.


Technical Consultant (HR) CSU Office of the Chancellor • Technical Consultant for the CSU “baseline” conversion of HR 7.6 to HR 8.1.

• Performed the upgrade of many objects within the HR environment. This included items such as SQR, PeopleCode, records, and nVision reports.

• Assisted the HR Help Desk in resolving PeopleSoft software issues for all of the 23 CSU campuses



Technical Consultant (FIS) CSU East Bay • Resolved an issue with pre-encumbrances and encumbrances not balancing that internal staff and CMS Help

Desk could not solve.

Technical Consultant (FIS) – Finance 7.5 CSU San Luis Obispo • Developed a new FIRMS modification that was eventually incorporated into the 7.5 “baseline” system for all

campuses to use. This was used in version 8.4 as the starting point for the Corporate Data Integrity Package (CDIP) modification.

Technical Lead (FIS) – Finance 7.5 CSU Long Beach • Technical Lead for the implementation of Finance 7.5. Modules included General Ledger, Accounts Payable and

Purchasing.

• Coordinated the activity for all Finance technical staff in the support of the implementation. This included problem resolution, conversion, integration and custom development.

• Led the data conversion from client’s legacy systems into PeopleSoft

• Wrote key interfaces between PeopleSoft and all legacy systems

• Trained client resources in programming and debugging techniques on all types of programs used by PeopleSoft

• Taught client Database Administrators the tuning techniques specific to a PeopleSoft application

• Developed NT scripts to automate certain processes on CSULB network

• Created their Development Methodology.

Technical Lead (FIS) – Finance 7.5 City of Los Angeles • Technical Lead for the implementation of Finance 7.5. Modules included General Ledger, Accounts Payable and

Purchasing.

• Wrote the key interfaces between PeopleSoft and the legacy systems.

• Wrote Oracle triggers enabling automatic integration into a legacy purchasing system.

• Developed Unix scripts and Cron jobs to automate batch processing.

• Trained client technical resources in writing SQR and using PeopleTools.

• Taught the client Database Administrators the tuning techniques specific to a PeopleSoft application.

Technical Lead (HR) Blue Shield of California • Performed an audit of their custom PeopleSoft 7.0 Benefits Process and developed a detailed analysis showing

ways to improve the performance of the process.

Technical Lead (HR) – HR 5.0 First Security Corporation • Technical Lead for the implementation of HR 5.0.

• Led the data conversion of client information from their legacy systems into HR 5.0.

• Developed key interfaces between the PeopleSoft and the legacy systems.

• Wrote intricate Time and Attendance sub-system to handle pre-payroll processing from data collected through Intranet and IVR applications.

• Stabilized the application servers and database servers that supported the client’s PeopleSoft application.

• Implemented an automated approach to rebuild the Department Security Tree due to client’s unique requirements.

• Converted several client acquisitions from their legacy systems into PeopleSoft HR.

• Acting Database Administrator for the duration of the project.

Technical Lead (HR) – HR 3.3



Transamerica Corporation • Technical Lead for the implementation of HR 3.3.

• Served as Technical Lead on the Benefits Administration Reengineering Project that lasted 2 ½ years. Every facet of Benefits Administration was reviewed and reengineered.

• Recommended technologies that would assist in automating each reengineered process, using PeopleSoft as the system of record. The proposal was a “Call Center” approach and was responsible for all aspects of it’s' implementation.

• Led the data conversion effort from the legacy systems into PeopleSoft

• Technical Lead for the upgrade of HR 5.0 to HR 6.5

• Technical Lead for the upgrade of HR 3.3 to HR 5.0

Education

Bachelor of Computers in Business

Eastern Michigan University, Ypsilanti



Karen Nixon

Summary

Karen has over 10 years of experience in teaching and consulting on various PeopleSoft applications. Prior to joining Io Consulting, she worked for Oracle Corporation as a Senior Principle Instructor teaching Campus Solution courses.

In 2005 and 2006, Karen worked as a Senior Student Financials Consultant at a group of private colleges. She was responsible for system configuration, writing functional specifications, developing customized reports, testing, and creating/providing end-user training. She also assisted in the implementation/upgrade of the Student Financials module at other universities conducting fit-gap sessions and providing production support.

Karen was employed at PeopleSoft as a senior instructor, consultant, and curriculum developer from 1994 to 2005. She has taught both Student Administration and Human Resources classes to commercial and public sector customers in North America, Australia, South Africa and the United Kingdom. She was consistently recognized for her high quality in teaching based on customer evaluations.

Karen developed training guides and created classroom activities for Student Financials and Benefits Administration classes. She also created, maintained, and conducted six different Live Web Casts (classes offered live over the internet) and fifteen “Seminars on Demand” (recorded topics offered via the internet).

Training Experience

Student Financials Fundamentals 1997 to Present Versions 6.0, 7.0, 7.5, 7.6,

8.0, 8.9

Student Financials is a four-day class including the following topics: tuition calculation setup (calendars, fees, criteria, tuition groups and waivers), SF foundation tables, payment allocation rules, General Ledger interface, relationships between Financial Aid and Student Financials, posting transactions, billing, accounts payable and payroll refunds.

Updated and maintained the training guide.

Introduction to Student Administration/Campus Solutions 1997 to Present Versions 6.0, 7.0, 7.5, 7.6,

8.0, 8.9

The introductory class is one-day class covering basic PeopleSoft and Campus Solutions concepts such as relational databases, table structure, effective dates, academic structure, name and address usage, running reports and processes, and service indicators.

Admissions Fundamentals 2000 to Present Versions 8.0 and 8.9

Admissions Fundamental is a four-day class that demonstrates how to set up recruiting events and interact with prospects at an institution. Activities include processes such as: recruiting and entering prospects into the system, tracking applicant materials, setting up external organizations, processing test scores, and generating letters of admission.



3C’s (Communications, Checklists, and Comments) 1998 to Present Versions 7.5, 7.6, 8.0, 8.9

This two-day class covers set up and assignment of communications, checklists, and comments -- the 3Cs. Setting up 3C security for each of the C’s, managing 3Cs data, and using the PeopleSoft 3C engine are also covered.

Contributor Relations 2002 to 2004 Versions 7.6, 8.0

Contributor Relations is a three-day class covering the following topics: constituent management, setting up initiatives, audiences, campaign management, prospect management, gifts and pledges, and generating acknowledgements.

Student Enrollment 2007 to Present Version 8.9

This is a four-day class encompassing the following topics: course catalog, schedule of classes, dynamic dates, enrollment requirements, creating and enrolling students, rolling over term information.

Introduction to Human Resources 1995 to 1998 Versions 4.0, 5.0, 6.0, 7.0,

7.5

The introduction to Human Resources was a two-day class covering the following: relational databases, table structure, effective dates, HR foundation table setup; company, department, job code, location, pay groups, departmental security.

Base Benefits 1995 to 1998 Versions 4.0, 5.0, 6.0, 7.0,

7.5

Base Benefits is a two-day course, which shows how to set up and manage benefits plans and programs, including how to calculate deductions and set up payroll to make benefit plan deductions. Activities include enrolling employees, beneficiaries, and dependents into benefit plans.

Benefits Administration 1995 to 1998 Versions 4.0, 5.0, 6.0, 7.0,

7.5

This course is four days in length and shows how to setup and run the benefits administration process, maintain benefits administration tables, prepare for and run event maintenance, prepare for and run open enrollment, and identify event triggers.

Updated 8.8 Training Guide.

Project Experience

Alta Colleges (2005-2006) Implementation Project

PeopleSoft Student Financials analyst responsible for analyzing business practices, documenting required modifications, testing modifications for version 8.0. Created training documentation for end users and Student Financials business processes. Created queries/SQL used to reconcile accounts with general ledger. Used the Mercury testing tool to track and create testing scripts to validate the setup of Student Financial module. Conducted end-user training.

University of Rhode Island (2004) Year-End Processing

Provided guidance and documentation for year-end closing procedures for Student Financials 8.0. Reviewed existing customizations for reconciliation to General Ledger.

New Jersey City University (2004) Upgrade Project

Provided fit-gap analysis for differences between 7.6 and 8.0 Student Financials. Reviewed, tested, and documented payroll refunds, aging customer accounts, group approval using workflow, cashiering, waivers, application messaging to General Ledger, external file load, use of 3Cs (Communications, Checklists, and Comments) with collections module.



University of New Orleans (2004) Production Support

Reviewed existing item type setup and payment allocation rules. Explained table structure and created queries to assist in reconciling account entries between tables.

City Colleges of Chicago (2003) Implementation Project

Reviewed current setup. Made changes in HR tables to accommodate payroll refund process. Created Power Point and handouts for “Validation Session” presented to staff. Setup collections and self-service security for SF.

University of Wisconsin, Madison, Whitewater, Platteville (2001) Implementation Project

Conducted fit-gap and business analysis for Student Financials version 8.0. Provided training and documentation on billing, payment allocation rules, aging, and collections. Created SF overview session including Power Point, handouts and training type activities to get other schools acquainted with PeopleSoft. Documented setup steps for enrollment deposits, billing, and deferral, and third party contracts.

Skills Summary

PeopleSoft Functional

� Student Financials

� Campus Community

� Academic Structure

� Recruiting & Admissions

� Student Enrollment

� Contributor Relations

� Equation Engine

� Human Resources

� Base Benefits

� Benefits Administration

PeopleSoft Technical � PeopleTools

� Query/SQL

� Tree Manager

Additional Skills � Curriculum Development

� Fit/Gap Analysis

� Testing Methodology

Education

� National University, MBA (With Distinction)

� University of New Hampshire, Bachelor of Arts

PeopleSoft Courses Attended

� Payroll

� General Ledger

� Query Basic/Query Advanced

� PeopleTools

� UPK



Dennis Rodgers

Experience Summary

• Extensive functional technical expertise with the PeopleSoft HRMS and most related modules. Over 11 years of varied PeopleSoft consulting projects has provided an opportunity to work with most modules and module integration

• Participated on numerous projects as the consultant functional lead with responsibility for the overall management and delivery of the project. This required splitting time in a leadership role working with senior management as well as working with individual subject matter experts. Proven history of success working at all levels of the organization and all levels of staff

• Strong functional and technical skills. As a former Human Resources Manager, began consulting with PeopleSoft products as a functional consultant and then learned the technical side. Currently spend equal parts of time on functional and technical tasks with an ever increasing technical role on projects

• Participated on numerous projects as the functional and technical lead. Have regularly worked with the full array of PeopleTools and development tools including: SQR, SQL, PeopleCode, Application Engine, Application Packages, Data Mover, Crystal reports, etc.

• Experience in both functional utilization and technical support/development of the product provides a comprehensive ability to test, diagnose and potentially correct system problems. An understanding of what the product should do and how it does it ensures a quicker identification and correction of issues

• Extensive background working with a major university system with campuses throughout California. Worked with individual campuses and the Chancellors Office in a variety of functional and technical capacities. Worked with Chancellors Office team in developing, testing and deploying a common PeopleSoft system for use by the individual campuses. Individual campus projects were largely focused on the implementation of the common system as dictated by the Chancellors Office. Campus projects invariably required some local modifications or adjustments which were often in my scope of responsibility to address

• Extensive background in the conversion of data from legacy systems into PeopleSoft. Conversion lead/expert on numerous and varied PeopleSoft implementations

• Provided support applying PeopleSoft bundles. This involved the analysis, application and testing of PeopleSoft bundles

• Prior to joining Io Consulting, over five years of PeopleSoft consulting experience on various projects while employed by PeopleSoft and a PeopleSoft partner. During that time, held numerous project roles including Project Manager, Benefits Lead, Payroll Lead, Time and Labor Lead, HR Lead. Participated in and regularly managed some or all phases of projects including infrastructure/project preparation, fit/gap analysis, custom functionality development, reporting, testing strategy development and implementation as well as user training

• Prior to pursuing HR systems consulting, held various HR generalist positions


HCM 9 Benefits Administration Implementation Bowling Green State University • Serve as HRMS Functional Consultant Lead for the implementation of Benefits Administration • Owned all functional consulting responsibilities and significant technical responsibilities including: data

conversion, data analysis, testing, project management and go live HCM 9 Candidate Gateway Implementation Towson University • Provided functional and technical support to an implementation of Candidate Gateway. • Handled all system modifications from analysis through development and testing. • Assisted with migration of modifications between instances and educated the technical team on the migration

process.



HCM 8.9 Absence Management Implementations CSU Office of the Chancellor, Sonoma State University • Served as functional and technical consultant on the implementation of the baseline Absence Management

module. Handled all configuration, analysis and troubleshooting. • Responsible for researching, testing and performing the AM conversion process. • Responsible for overall project management, documentation, training, testing and rollout efforts. • Assisted both customers with the development of a local Absence Management Self Service solution. Reviewed

CSU San Jose functionality and Fresno functionality and created a Self Service product in line with those models. These self service projects were cancelled in lieu of the anticipated CMS supported Baseline Self Service product.

HCM 9 Upgrade Consultant - From Version 8 Boise State University

• Provided a delta overview from PS Version 8 to 9 covering all major modules as well as navigation and functionality changes. Modules utilized at BSU are: Position Management, Administer Workforce, Base Benefits, Payroll, Time & Labor, Regulatory Reporting and self service for employees and managers. BSU is also up on Student Administration, requiring integration testing and coordination with the SA team

• Identified and addressed numerous upgrade issues requiring either a functional or technical solution due to campus business processes

• Provided significant troubleshooting, analysis and development

• Assisted with general post-upgrade production support as well as technical support of the Time & Labor and Payroll modules

HCM 8.9 Benefits Administration Implementations CSU Office of the Chancellor, Sacramento State University, CSU San Marcos

• Serve as HRMS Functional Consultant Lead for the implementation of Benefits Administration at several CSU Campuses

• Owned all functional consulting responsibilities and significant technical responsibilities including: data conversion, data analysis, testing, project management and go live

HCM 8.9 Upgrade Consultant CSU Office of the Chancellor

• Served as HRMS Functional Lead for the HCM Upgrade at the CSU Chancellors Office. Modules supported were: Position Management, Administer Workforce, Base Benefits, Time & Labor, Recruiting and self service for employees and managers

• Responsible for overall project management as well as all functional consulting responsibilities and significant technical responsibilities.

HCM 8.9 Upgrade Consultant CSU Bakersfield

• Serve as HRMS Functional Lead for the HCM Upgrade at CSU Bakersfield. Modules supported were: Position Management, Administer Workforce, Base Benefits, Time & Labor and Recruiting

• Managed all day-to-day activities including the issues log, weekly status meetings, scope control in support of the project infrastructure

• Owned all functional consulting responsibilities and significant technical responsibilities

HCM 8.9 Upgrade Consultant Sonoma State University

• Joined the SSU project in progress to assist with troubleshooting and addressing upgrade issues. Assisted with the revision of business processes as appropriate



HCM 8.9 Upgrade Consultant CSU San Marcos

• Served as HRMS Functional Lead for the HCM Upgrade at CSU San Marcos. Modules supported were: Position Management, Administer Workforce, Base Benefits, Time & Labor, Recruiting and self service for employees and managers

• Manage all day-to-day activities including the issues log, weekly status meetings, scope control in support of the project infrastructure


Project Manager/Functional Lead California State University, Dominguez Hills

• Overall Project Lead for the CMS Human Resources implementation including Administer Workforce, Base Benefits and Position Management

• Managed daily activities including the project plan, issues log, weekly status meetings, scope control, etc. in support of the project infrastructure

• Owned all functional consulting responsibilities and some technical responsibilities

Project Manager/Project Lead San Francisco State University

• Serve as overall Project Lead for the implementation of Time & Labor, Leave Accounting, and Labor Cost Distribution

• Manage all day-to-day activities including the issues log, weekly status meetings, scope control in support of the project infrastructure


Project Manager/Functional Lead Los Angeles Community Development Commission

• Project Lead and Functional Lead for the implementation of PeopleSoft Benefits Administration Version 8.3

• Directed the customer’s functional and technical project team activities

• Assisted with troubleshooting, testing and planning/assignment of weekly tasks

• Provided remote support as necessary

Project Manager/Functional Lead California State University, Bakersfield

• Overall Project Lead for the CMS Human Resources implementation including Administer Workforce, Base Benefits and Staff Recruiting

• Managed daily activities including the project plan, issues log, weekly status meetings, scope control, etc. in support of the project infrastructure

• Owned all functional consulting responsibilities and some technical responsibilities

Functional Lead California State University, Sonoma • Joined Time & Labor implementation in progress at Sonoma State

• Assisted with developing and honing TL processing

• Designed and implemented new business processes and assisted with troubleshooting

CMS Bundle Application Consultant California State University, Office of the Chancellor

• Applied and thoroughly test PeopleSoft bundled fixes

• Developed a comprehensive testing strategy, as no standard testing methodology was in place

• Developed modifications where necessary to correct problems or functionality deficiencies with PeopleSoft delivered fixes



• Managed all PeopleSoft Global Support Cases reported by CMS and monitored their progress with PeopleSoft

Human Resources and Benefits Functional Lead City of Fremont

• Managed the implementation of PeopleSoft Human Resources and Benefits modules

• Provided guidance to HR and Benefits team

• Managed efforts of team members as well as technical work on product customizations and reporting

Project Lead/Manager Idaho National Engineering Labs Los Angeles Community Development Commission

• Project Lead for the implementation of various PeopleSoft modules including Human Resources, Benefits, Payroll, Recruiting and Time and Labor

• Managed all day-to-day activities including the project plan, issues log, weekly status meetings, scope control, in support of the project infrastructure

• Held tactical responsibility as Functional Lead for implemented modules

• Handled the majority of required technical work involving PeopleTools, SQR and Application Engine

• Led the conversion efforts including data mapping, import manager setup and actual running of conversion

• Coordinated all testing efforts up to go live and provided post live support for 2 pay cycles ensuring customers success

Human Resources and Benefits Functional Lead City of San Jose

• Managed the implementation of PeopleSoft Human Resources and Benefits modules

• Provided guidance to HR and Benefits team

• Managed efforts of team members as well as technical work on product customizations and reporting

• Acted as PeopleSoft Security Administrator for the project team

• Kicked off a phase II effort to implement Benefits Administration and participated through prototyping and testing

Other PeopleSoft System Consulting Roles

City of Los Angeles

Benefits and Benefits Administration Functional Lead

Cymer, Inc.

Overall Project Lead and Functional Lead for HR, Benefits and Benefits Administration

Santa Clara University

PeopleSoft Business Process Design/Redesign Consultant for HR, Recruiting and Benefits

Other Non-Systems Employment

Human Resources Consultant

Human Resources Manager

Human Resources Administrator

Education

Master of Management - Concentration in Human Resources Management

Virginia Polytechnic Institute & State University (VPI&SU) Blacksburg, VA

Bachelor of Science, Sociology



James Madison University (JMU) Harrisonburg, VA

PeopleSoft Certified Consultant



Jeremy Sisk

Summary

� Leader and strategist with over ten years of strategic experience across a broad array of industries, products, services, and technologies in US and foreign markets

� Insightful, intuitive, creative, and dedicated leader with focus on innovative value-add and efficiency

� Advisor to CIO(s), CTO(s), CFOs, Provosts, and other senior executives

� Unimpeachable ethics and integrity

Professional Highlights

Senior Consultant, Io Consulting The Ohio State University Dec. 2008 – Present

Higher Education � Assessed the enterprise applications business unit by analyzing business needs, resources and technologies in

conjunction with organizational challenges and opportunities. The assessment recommended a staffing strategy and set of activities that ensured go-live preparedness for the new student system and the efficient and effective use of University resources. The goal of the initiative was to outline staffing options (organizational structure and job design) that balanced business needs such as the desired pace of change and service quality in conjunction with budgetary constraints. The deliverable provided documentation of current and future support roles and responsibilities along with an optimal staffing model. The recommendation illustrated how to reduce previously estimated resource requirements by leveraging a more horizontal and less hierarchical organizational approach thus resulting in long-term operating cost savings of > 20%. The resulting structure will leverage cross-training, function-activity assignment by group and working team leads to enable a more productive, higher quality and less costly service delivery model.

� Led an initiative to assess customer service and service support processes. Current standards and processes were compared to ITIL best practices resulting in the adoption of standard operating procedures for handling issues, resolving problems and managing change that adhere to control guidelines as required by COBIT, SAS112 and ISO. Metrics were developed that assisted the organization with daily operations and strengthened their ability to make forward-looking decisions with regards to subjects such as recurring issue resolution and staffing.

� Created a process that allows staff to identify ongoing support model issues, develop action plans and initiate continual improvement where approved.

� Led a process improvement campaign that optimized change management and incident management by instituting release management and quality assurance to create a consistent delivery model for enterprise applications. Training was provided to staff to ensure process adoption while performance measurements were used to evaluate the overall effectiveness of the program.

� Led an effort to determine the impact of deploying a new student administration system (PeopleSoft Campus Solutions). The analysis allowed OSU to prepare for the increase in request volume by estimating the increase in volume of requests due to the increase of online capabilities now delivered to faculty, staff and students. The effort established a standard process for categorization, assignment, escalation, prioritization, and resolution thereby increasing staff productivity and transparency while minimizing issues that lead to unsatisfied customers.

� Developed a strategy for application architecture and integration that focused on reducing the University’s dependence on batch processing by leveraging service-oriented architecture and web services. The strategy also recommended an approach to application design that minimizes customization to vendor-delivered systems by incorporating custom component functionality integrated with web services. This approach to enhancing vendor-delivered system reduces the effort typically associated with ERP upgrades. Additionally, a move to service-oriented architecture will allow the University to decrease planned system downtime due to batch processing by nearly 80%.



Senior Consultant, Io Consulting New York University Aug. 2008 – March 2009

Higher Education � Participated in an effort to assess the current enterprise data warehousing and reporting environment. The goal

of this activity was to capture the current operating environment and business needs while recommending a strategy that combines future business needs with Oracle Fusion products such as OBIEE, EPM, SOA, and MDM. Acting as the lead strategist and architect, a solution was developed that took into account NYU needs and the future direction of the chosen ERP vendor (Oracle).

� Led an initiative to collect, analyze and recommend strategies to ensure go-live preparedness and improve the legacy student system support model. The goal of the initiative was to ensure ongoing support continues in a manner that is equal to or better than legacy support. The deliverable provided documentation of current and future support roles, activities and responsibilities. Skill and activity gaps, issues that require attention prior to go-live, and continual improvement opportunities were identified. Lastly, recommendations were provided in a manner that allowed for a comparison of risk and impact in conjunction with cost-benefit information.

� Developed a robust and resilient architecture solution that included the use of virtualization, shared components and blade technologies to make the best use of University resources (capital, physical space and skills) while establishing a scalable environment capable of on-demand processing and growth.

Assistant Director, Enterprise Services and Systems Oct. 2004 – Jul. 2008 Duke University, Durham, NC

Higher Education and Health Care Led the people and process improvement campaign for the campus enterprise services and systems business unit by designing and leading a series of strategic initiatives that greatly improved the quality of enterprise services provided at Duke University, resulting in 100% satisfaction of all SLAs for campus ERP constituents and dramatically improved morale for supporting staff (99.99% service availability, 5% FTE turnover).

� Chaired Enterprise Applications and Services Working Committee for 5-year Campus Strategic Plan (2006) where commercial (SAP, PeopleSoft, Blackboard) and open source applications (Kuali, Moodle and Sakai) were reviewed and recommended along with to ensure the University was best positioned given expected business needs (each review consisted of a functional/business and technical assessment)

� Held oversight responsibility for enterprise services such as online donations and POS (eCommerce), ERP, custom web development, middleware and SOA, resource scheduling, telephone and cable TV business systems, and digital imaging

� Created and effectively implemented large-scale governance strategies for enterprise services

� Evaluated, and in some cases utilized, open-source applications and technologies such as CalDav, Kuali, Linux CentOS, Moodle, Rensselaer Polytechnic Institute’s Bedework, Ruby on Rails and Sakai

� Architected enterprise services in a resilient and redundant manner thereby minimizing service downtime and improving system performance

� Participated in Ivy League Plus advisory committee meetings where issues, technologies and consulting partners were evaluated which allowed Ivy League universities along with Duke and Stanford collaborate on key initiatives

� Led several enterprise service deployments while being responsible for service performance, general acceptance, and overall quality

� Developed and managed a quality assurance program that improved user experience and service performance through a series of initiatives focused on infrastructure performance, accuracy of function, and ease-of-use

� Served as subject matter expert for the Information Technology Service Management (ITSM) committee, which was responsible for organization-wide processes and policies using knowledge of industry best practices (ITIL) in the areas of software development, project management and IT service delivery (change, incident, problem, performance, reliability, etc…)

� Acted as a liaison between the university and external auditing firms for IT business systems thus ensuring services adhered to ISO, COBIT and SAS112 guidelines

� Led the PeopleSoft Student Administration version 9.0 upgrade

� Managed $10MM budget with 31 direct and 5 dotted-line reports



Senior Manager, Customer Support and IT Operations Jan. 2003 – Oct. 2004 Modus Media International, Raleigh, NC

Supply Chain Management Independently planned and directed a global, cross-functional customer support organization through a series of organizational, procedural and policy adjustments that resulted in reduction of operating costs and a boost in customer satisfaction ratings.

� Oversaw RFI/RFP process for hosted data center solution

� Managed the call center SAP CRM (with VoIP) and web-enabled knowledge base implementation

� Cross-functional leadership for support teams (Desktop, EDI/XML, ERP, Network, System Administration, Telecom)

� Created an ISO compliant service desk based on ITIL best practices

� Consolidated and retooled an organization from individual, site-based IT groups into a function-based, single organization

� Reduced operating costs by $2.2MM due to consolidation efforts

� Managed $5.5MM budget with 15 direct and 25 dotted-line reports

Onsite Support Manager May 2001 – Dec. 2002 Customer Support Engineer May 2000 – May 2001 Alcatel, Raleigh, NC

Telecommunications � Managed the cost-effective deployment of “turnkey” broadband solutions for international clients within an $8

billion business unit

� Held P&L responsibilities for projects and services ranging from $0.5MM to $25MM.

� Participated in product testing activities that ensured compliance with ANSI, IEEE and ISO standards and adhered to FCC regulations

� Managed support contracts (SLAs) for Bell South and SBC (both are now AT&T)

� New product introduction of fiber-to-the-home and life cycle support for digital subscriber lines

� Reduced operating costs by $4MM in 2001 while process improvements led to improved support ratings for key customers

Skills & Experience

� Customer Service & Sales Support

� New Product Introduction & Integration

� Project Management

� Engineering

� Technology Research & Development

� Human Resource Development

� Organizational Effectiveness

� Resource Management � Enterprise Architecture (ERP, BI, SOA, etc…)

� Client Presentation & Negotiations

� Process Design & Reengineering

� Procurement & Contract Management

� Division P&L and Budgeting

� Cross-Functional Team Leadership

� Strategic Planning

� Service Delivery Management

� Infrastructure and Technology Expert � Open-source Tools and Technologies

Certifications

PMP Certified, Project Management Project Management Institute, October 2003 (#80924)



Professional Achievements and Community Service

� “ITIL for Everyone: improving cost, quality and productivity.” Jeremy Sisk, Io Consulting, 2009. Presented at Oracle Alliance, March 2009.

� “Upgrading to Version 9.0, Lessons Learned.” Jeremy Sisk and Kathy Pfeiffer, Duke University, 2008. Presented at Oracle Alliance, March 2008.

� “Managing Change through Staff Development and Standards.” Jeremy Sisk, Duke University, 2006. Presented at the Southeast Educause, June 2006.

� Participated in a five month “Leadership Development” program with representatives from Moduslink. 2003.

� Participated in an eight month “IT Leadership” program with representatives from Chicago, Stanford, and MIT. MOR Associates, 2006.

Education

Master’s, Business Administration Florida State University, December 2006 (Magna Cum Laude)

Bachelors of Science, Electrical Engineering North Carolina State University, May 2000



Veer Trivedi

Summary

• Over 17 years of experience in managing, designing, developing, customizing, and implementing information systems

• Worked as both functional and technical PeopleSoft Human Capital Management consultant for over 11 years

• Specializes in Human Resources, North American Payroll, Position Management, Talent Acquisition Manager and Candidate Gateway (Recruitment), Commitment Accounting, and Self-service

• Expertise in Base Benefits, Benefit Administration, Time and Labor, and Absence Management

• Served as Product Lead for Commitment Accounting from 2001 to 2003 at PeopleSoft, Inc.


Human Resources: Functional Consultant PeopleSoft Enterprise HCM 9.0 Implementation – Higher Education

• Managed the business process reengineering efforts at Madison Area Technical College in HCM 9.0. This included Payroll, Commitment Accounting and Time and Labor modules.

• Reviewed and documented the current custom processes as related with the Commitment Accounting.

Human Resources: Functional Consultant PeopleSoft Enterprise HCM 9.0 Implementation – Higher Education

• Led efforts for prototyping and testing the new functionality delivered in Commitment Accounting module at University of Baltimore. The University is upgrading their PeopleSoft HCM environment from 8.0 to 9.0 and planning to go-live in October 2008.

Human Resources: Functional & Technical Lead PeopleSoft Enterprise HCM 8.9 Implementation – Higher Education

• Worked as a functional and technical consultant at CSU Dominguez Hills for HCM 8.9 phase-II implementation that included - Absence Management, Time and Labor, Recruiting, Employee Self-service, and Benefit Administration. Took client live successfully in all the phase-II modules except Absence Management, which is being implemented currently.

• Configured Absence Management and conducted demo to end users.

• Implemented Time and Labor with centralized time entry for positive pay employees and decentralized punch time recording for students.

• Designed and built a custom program to print student punch timesheet.

• Implemented Talent Acquisition Manager and Candidate Gateway for recruiting faculty and staff.

• Designed and built a custom program to print job application. Also built functionality to allow applicant to email his/her own application to a given email address.

• Designed and configured job-opening workflow for faculty and staff jobs.

• Implemented Employee Self-service for eProfile, ePay, and eBenefits.

• Implemented Benefit Administration and open enrollment.

• Implemented Temp Faculty module with custom interface to BANNER.

• Provided post go-live support for the following modules - Workforce Administration, Position Management, Labor Cost Distribution (Commitment Accounting), Temp Faculty, Base Benefits, Benefit Administration, Time and Labor, Employee Self-service, and Talent Acquisition Manager and Candidate Gateway.



Human Resources: Functional Lead PeopleSoft Enterprise HCM 8.9 to 9.0 Upgrade – Higher Education

• Performed a pre-Fit/Gap business process assessment for Illinois Central College that included HR, Payroll and Benefits.

• Recommended resolutions for current issues and process re-engineering ideas.

• Reviewed the College’s use of Job records for concurrent and secondary jobs as well as Position Management.

Human Resources: Functional Lead PeopleSoft Enterprise HCM 8.9 Implementation – Higher Education

• Led a team of 4 functional consultants from Oracle during HCM 8.9 implementation for San Diego State University

◊ Implementation includes HR, Base Benefit, Benefit Administration, Workforce Administration, Workforce Development, Position management, Talent Acquisition and Candidate Gateway, Labor Cost Distribution, Time and Labor, Absence Management and Self-service modules

• Led fit/gaps and data mapping activities

• Set up application and data security

• Set up Recruitment (Talent Acquisition and Candidate Gateway) workflow for fit/gap demo

• Resolved issues with Approval workflow, Job Postings, and Manage Hire

• Conducted fit/gaps for HR, LCD, Self-Service and Security

Commitment Accounting: Functional & Technical Lead PeopleSoft Enterprise HCM 8.9 Upgrade – Public Sector

• Resolved rounding issue with TL Extract/Actuals process

• Investigated and provided suggestions for the use of Combo Edit table

Payroll, Benefits Administration, Payroll-GL Interface: Technical Lead PeopleSoft Enterprise HCM 8.8 Implementation – Insurance

• Served as part of Benefits Administration team responsible for customization, interfaces, reports, and providing technical support to functional team

• Responsible for resource management, quality and timeliness of deliverables, working with product and infrastructure management teams, managing various vendors, go-live and successful transition to the product support team

• Successfully designed and built Payroll to GL Interface

• Helped HCM 8.9 upgrade team with the design of Payroll to GL Interface

• Led a team of 5 technical resources during implementation of Payroll and Commitment Accounting modules

Human Resources, Base Benefit, Payroll, Time and Labor: Technical Lead PeopleSoft Enterprise HCM 8.8 Go-live and Post Production Support – Public Sector

• Provided go-live support for HCM 8.8 implementation

• Successfully implemented the Commitment Accounting functionality

• Assisted the client with year-end W2 processing

• Built several customizations for Time and Labor, Payroll and Commitment Accounting modules

Enterprise Learning Management: Functional & Technical Lead PeopleSoft Enterprise ELM 8.8 Post Go-live Support – Telecommunication

• Provided post go-live support for ELM 8.8 implementation

• Successfully resolved various issues with Learning Enrollments, Notifications, Catalog, User Profiles and Learner Groups

Human Resource, Base Benefit: Functional Lead PeopleSoft Enterprise HCM 8.3 – Higher Education

• Analyzed and designed the savings management plans for a prominent private university



• Prototyped the complex plan types offered by the University as well as by its affiliated organization

• Worked with the University project team to devise an implementation plan for the Savings Management and received a buy-in from management

Human Resources: Functional Lead PeopleSoft Enterprise HCM 8.8 Fit/Gap – Higher Education

• Participated in Implementation Planning Workshop for PeopleSoft HCM 8.8 implementation

• Conducted fit/gap sessions for Commitment Accounting, Managers’ Desktop, ePay, eCompensation and Competency Management modules

• Conducted fit/gap for Interfaces and Reporting for Payroll, HR, Benefits, Benefit Administration and Time and Labor

Human Resource, Base Benefit, Payroll: Functional & Technical Lead PeopleSoft Enterprise HCM 8.3 Upgrade - Public Sector

• Successfully led HRMS E&G 7.51 to HCM 8.3 SP1 upgrade

• Coordinated system testing and provided expertise in resolving issues in HR, Benefits, Payroll and Commitment Accounting areas

• Designed business processes for Multiple Jobs, Multiple Union Dues, General Deductions, and off cycle payroll processing

Time and Labor: Technical Lead PeopleSoft Enterprise HCM 8.3 Upgrade – Public Sector

• Successfully resolved Time and Labor 7.51 to 8.3 upgrade issues for a county and provided them with acceptable workarounds

• Issues resolved included:

◊ TaskGroup was not populating on Payable time

◊ Differences on reported time between a converted row and the row created on-line

◊ Frozen date was not correct on the converted payable time

• Helped build Overtime calculation rule

Human Resource, Base Benefit, Payroll: Functional & Technical Lead PeopleSoft Enterprise HCM 8.1 Implementation – Higher Education

• Successfully led full life cycle PeopleSoft HRMS 8.1 implementation for one of the largest private universities in North America

• Took client live on time on PeopleSoft HR, Benefits, Payroll, Commitment Accounting and Employee Self Service modules – eCompensation, eBenefits and eProfile

• Advised client on issues ranging from infrastructure planning to post implementation support

• Designed and developed completely new Commitment Accounting functionality

• Assisted with configuration and customization of complex security and Workflow business needs

• Provided suggestions on best practices for contract pay, Non-resident aliens, paying non-employees, 403(B), Multiple Jobs and Benefits Billing

• Developed strategies and coordinated efforts for data conversion, interfaces, customized reporting and over 200 customizations to meet complex business needs for a distributed user community consisting of over 600 users

• Developed a near real time interface between two PeopleSoft HRMS databases using Application Messaging and Component Interface technologies

Time and Labor: Technical Lead PeopleSoft Enterprise HCM 8.1 Upgrade – Public Sector

• Successfully designed and developed Apply Time and Labor Rules process for the county

◊ The new process automatically calculated and credited hours against the correct time reporting code for overtime and double time

◊ It also applied holidays and leaves against the correct day of the week



◊ The process was designed to build rules dynamically from the rules table so users can maintain the rules without changing the process

Human Resource: Functional & Technical Lead PeopleSoft Enterprise HCM 7.51 Upgrade – Higher Education

• Completed several HRMS 7.5 implementations that included HR, Benefits, Benefit Administration, Time and Labor and Payroll modules

• Successfully led 2 upgrades from version 6.2 to 7.51

• Played various roles during implementations such as functional lead for payroll, Time and Labor and Budget and Encumbrance module and also overall technical lead

Skills Summary

PeopleSoft Enterprise Human Capital Management

• Human Resources • Base Benefits • Payroll • eProfile • eBenefits • eCompensation • Commitment Accounting

• Time and Labor • Position Management • Payroll GL Interface • Talent Acquisition Manager • Candidate Gateway • Benefit Administration • Absence Management

Databases

• Oracle • SQL Server

Hardware & Operating Systems

• Windows

Programming Languages • PeopleCode • Application Engine • Component Interface • Integration Broker • Security

• SQR • Application Designer • COBOL • WorkFlow

Engagement Experience • Applications Development • Data Conversion • Integration • Fit/Gap Analysis • Testing • Project Management • Business & Technical

Process Reengineering • Configuration



Other Accomplishments

Training • PeopleSoft PeopleTools (I & II) • PeopleSoft Application Engine • PeopleSoft Security • Integration Tools • Data Management Tools • Human Resources • Payroll • Time and Labor

Certifications & Associations

• Certified PeopleSoft Human Capitol Management Consultant • Certified PeopleSoft Technology Consultant

Presentations & Publications

• Communication Skills, PeopleSoft Consulting Conference, 2002

Recognition & Awards

• Innovation and Learning – eHero, Q4, 2001 • Innovation and Learning – eHero, Q4, 2002 • PeopleSoft Outstanding Contributor Award, Q4, 2002

Languages

• Hindi, read, write, speak – High proficiency

Education

Bachelor of Computer Science and Engineering

Regional Engineering College, Trichy



Anna Tsoung Petermann

Experience

• Nine years of experience in PeopleSoft Student Financials

• Served as Student Financials module lead, functional, and technical consultant

• Involved in all phases of the implementation life cycle

• Served as product support analyst at the PeopleSoft Global Support Center and provided technical and functional support to PeopleSoft’s Student Administration customers (all supported releases) for Student Financials and Financial Aid issues

• Worked directly with clients and PeopleSoft Development to solve critical cases

• PeopleTools Release 8.12 Certification, October/2000

• Student Administration Release 8.0 Certification, February/2003

• Range of Student Financials project experience includes the following:

◊ Fit/Gap Sessions ◊ Configuration/Setup ◊ Functional Specifications ◊ Testing ◊ Training ◊ Troubleshooting ◊ Post-Production Support

Project Experience

Student Financials Functional Lead The University of Arizona January/2009 – Present

• Held the role of Student Financials Functional Lead for the implementation of Student Administration 9.0.

• Completed “Build 1” tasks, which involved prototyping the system to process a student through the entire Student Financials product.

• Conducted and documented “Build 2” Student Financials 9.0 Fit/Gap sessions.

Student Financials Functional Lead Pepperdine University July/2007 – December/2008


• Reviewed and completed Student Financials 8.9 Fit/Gap sessions.

• Coordinated and participated in configuration efforts for entire Student Financials Module.

• Created functional design specifications for modifications, interfaces and conversions.

• Provided end-user training.

• Facilitated in the CashNet interface implementation.

Student Financials Functional Lead California State University East Bay January/2006 – July/2007


• Completed Student Financials 8.9 Fit/Gap sessions.


• Created functional design specifications for modifications, interfaces and conversions.


• Created queries for reconciliation purposes.



• Coordinated and participated in unit and system testing efforts.

Student Financials Functional Lead Capella University October/2005 – January/2006


• Completed Student Financials 8.9 Fit/Gap sessions.

Student Financials Functional Lead City Colleges of Chicago December/2004 – July/2005

• Held the role of Student Financials Functional Lead for the implementation of Student Administration 8.


• Led Student Financials Business Manager training sessions.

• Performed troubleshooting and provided resolutions for the Student Financials area.

• Coordinated and participated in testing and scripting efforts.

• Created functional design specifications for customizations and reports.

Student Financials and Financial Aid Functional Lead Ohio State University November/2004 – December/2004

• Led Student Financials and Financial Aid Business Review Sessions to look at the PeopleSoft delivered application in comparison to Ohio State University’s business processes.

• Walked the participants through the delivered functionality.

• Identified possible modifications, interfaces, impact on conversion, and self-service applications.

• Student Financials Business Review Sessions addressed the following functionality: Tuition and Fees, Third Party Billing, Accounts Receivable and Payments, Collections and Aging, Payment Plans, and the General Ledger Interface.

• Financial Aid Business Review Sessions addressed the following functionality: Application Processing, Needs Analysis, Packaging, Disbursement, Loan and Pell Processing, Work-Study, and Funds Management.

Student Financials Functional Lead Loyola University Chicago August/2003 – October/2004

• Held the role of Student Financials Functional Lead for the implementation of Student Administration 8. Also provided support for Financial Aid.


• Participated in the configuration of FA Term and Budget functionality for Financial Aid.

• Designed the conversion process for student accounts.

• Performed troubleshooting and provided resolutions for all functional areas.



• Designed and implemented General Ledger interface between PeopleSoft Student Financials and Lawson Financials system.

Student Financials Functional Lead University of California, Santa Cruz August/2003 – October/2004



• Designed the conversion process for student accounts.




• Created PeopleSoft Query reports for Cashiering.



• Designed and implemented General Ledger interface between PeopleSoft Student Financials and Banner Financials system.

• Performed troubleshooting and provided resolutions for all Student Financials issues.

Student Financials Functional Lead Valley City State University October/2002 – August/2003


• Coordinated and participated in configuration efforts.

• Recommended alternatives to customizations to best meet the client’s business process requirements.

• Worked with the conversion team to map data fields from the legacy system to the PeopleSoft system.

• Prepared functional design documentation for proposed customizations and collaborated with Technical Developers to develop the customizations.

• Developed test plans, coordinated testing efforts, conducted system testing and researched/resolved testing issues.

• Coordinated end-user training efforts.

Student Financials Functional Lead Mayville State University October/2002 – August/2003


• Coordinated and participated in configuration efforts.

• Recommended alternatives to customizations to best meet the client’s business process requirements.

• Worked with the conversion team to map data fields from the legacy system to the PeopleSoft system.

• Prepared functional design documentation for proposed customizations and collaborated with Technical Developers to develop the customizations.

• Developed test plans, coordinated testing efforts, conducted system testing and researched/resolved testing issues.

• Coordinated end-user training efforts.

Product Support Analyst PeopleSoft Global Support Center January/2002 – August/2002 • Provided technical support to PeopleSoft’s Student Administration customers (all supported releases) for Student

Financials and Financial Aid issues

• Worked directly with clients and PeopleSoft Development to solve critical cases.

Student Financials Functional Lead University of Akron August/2001 – October/2001

• Provided post-production functional support for the Student Financials module.

• Fixed payment plans and unapplied payments.

• Provided general post-production troubleshooting.

Student Financials Functional Lead Butler University March/2001 – August/2001

• Consulted on Student Financials from setup validation through go-live.

• Configured Batch Refund and On Demand Refund processing for Student Financials.

• Corrected Third Party, Payment Plan, and Waiver setup for Student Financials.

• Provided detailed and extensive ‘How To’ documents on issues related to Refund, Account Processing, and Billing processes.

• Worked with technical team to develop a customized student bill according to client specifications.

• Wrote detailed scripts and led team in Student Financials go-live effort.

• Worked with Financial Aid and Student Records functional leads to formulate an integrated testing plan to ensure a smooth go-live.



• Worked with technical team to develop Student Financials reports according to client specifications.

Student Financials Functional Lead Moraine Park Technical Community College March/2001 – March/2001

• Conducted mini-fit/gap analysis to review setup decisions.

• Mapped new Student Financials business processes.

• Trained functional staff in a 2-week session on PeopleSoft Student Financial processes.

Student Financials Functional Lead Stanford University Febuary/2001 – March/2001 • Both Stanford University and Kentucky Community Technical College System implemented in an identical

fashion.

• Determined the subset of fields that most customers would like to report on and worked with the technical team to build a new ready-to-report-from structure using the Cognos Decision Stream tool.

• Prepared the list of reporting fields for the appropriate business processes in Student Financials using Microsoft Excel and Visio.

• Tested the Student Financials ODS on several client environments.

• Created common Student Financials reports.

• Completed documentation to reflect the Student Financials ODS structure.

• Met with customers to help explain how the Student Financials ODS extension operates.

Student Financials Functional Lead Kentucky Community Technical College System Febuary/2001 – March/2001

• Both Kentucky Community Technical College System and Stanford University implemented in an identical fashion. Determined the subset of fields that most customers would like to report on and worked with the technical team to build a new ready-to-report-from structure using the Cognos Decision Stream tool.

• Prepared the list of reporting fields for the appropriate business processes in Student Financials using Microsoft Excel and Visio.

• Tested the Student Financials ODS on several client environments.

• Created common Student Financials reports.

• Completed documentation to reflect the Student Financials ODS structure.

• Met with customers to help explain how the Student Financials ODS extension operates.

Student Financials Functional/Technical Consultant Nicolet Area Technical Community College November/2000 – January/2001

• Provided pre-go-live functional and technical support.

• Customized the student bill to client specifications.

• Corrected Third Party, Payment Plan, and Waiver setup.

• Provided ‘How to’ documentation to assist in end-user training.

Student Financials Functional Consultant Kansas City Metropolitan Community College August/2000 – October/2000

• Provided detailed and extensive ‘How To’ documents on issues related to Refund, Account processing and Billing processes.

• Wrote detailed scripts and led team in Student Financials go-live testing effort.

• Completed Online and Batch Refund Approval setup for Student Financials.


• Implemented Refund Approval Workflow.



Student Financials Functional Consultant College of Lake County April/2000 – July/2000

• Configured Batch Refund and On Demand Refund processing for Student Financials.

• Provided detailed and extensive ‘How To’ documents on issues related to Refund, Account Processing and Billing.

• Setup the Billing module for Student Financials.


Financial Aid Analyst PeopleSoft August/1999 – March/2000 and January/1999 – March/1999

• Created test scripts for the 1999-2000 and 2000-2001 ISIR System.

• Conducted Common Line testing on Student Administration 7.5 and 7.6.

• Performed Direct Loan testing on Student Administration 7.5 and 7.6.

• Created SQA Robot scripts for ISIR Regulatory Release 3 automated testing.

• Facilitated testing effort for 5 Regulatory Release cycles.

• Created SQLBase standalone databases weekly during Regulatory Release 3 to aid in the testing process.

• Taught ISIR Processing class to Quality Assurance Engineers.

Technical Consultant Santa Clara University April/1999 – July/1999

• Modified SQR reports to fulfill client specifications for Human Resources Payroll.

• Created a series of SQA Robot scripts to automate data entry for Payroll.

Technical Skills

Software: Vantive, SQA Rational Robot, Cognos Decision Stream and Microsoft Office

Languages: SQL/SQR, COBOL, and PeopleCode

Databases: SQL Server, Oracle, Informix, DB2, SQLBase, and Sybase

PeopleSoft: Application Designer, Query, Crystal Reports, and Tree Manager

Honors

MAXIMUS ERP Student Administration Consultant of the Year, May/2003

Education

Bachelor of Arts, Computer Applications

University of Notre Dame, Notre Dame, Indiana, 1998

Bachelor of Arts, Psychology

University of Notre Dame, Notre Dame, Indiana, 1998



Elton Wong

Summary

• Over ten years of PeopleSoft Higher Education and Human Resources experience in all phases of design, development, and implementation of computer applications

• Worked for clients within education and government, technology, and services

• Adept at facilitating sessions, defining user requirements, and developing and delivering end-user training

• Student Administration, Human Resources, Financials, CRM, and technical application development experience

• Technical expertise includes: PeopleTools/Application Designer, SQR, SQL, PeopleCode, Workflow, LDAP, HTML, and Application Engine

• Proficient using PeopleSoft 8 technology including Application Designer, Application Engine, Component Interface, and Object-based PeopleCode.

• Programming languages also include C/C++ and COBOL

• Knowledge base to support HRSA 8.9, HRMS 8.3, Financials 8.4, CRM 8.8 and portal efforts

• Certified PeopleSoft Technology Consultant


Technical Consultant – Campus Solutions 8.9 July 2008 – Present The Ohio State University – Columbus, OH • Responsible for data conversion activities for CS 8.9 in the areas of Admissions, Campus Community and

Student Records, and Student Financials.

• Developed conversion programs to create term activations and convert over 20 million historical and current enrollments from legacy system to CS 8.9 in the area of Student Records.

• Developed data validation scripts for various Student Record conversions.

• Worked with client’s Data Warehouse development team to test and validate custom objects.

• Worked closely with client’s functional team members to troubleshoot errors in data conversion.

• Worked with client’s implementation team to develop successful testing timelines and go live strategy.

• Responsible for keeping conversion data in sync across multiple test database environments.

Technical Consultant – Campus Solutions 8.9 July 2007 – June 2008 California State University Dominguez Hills – Carson, CA • Responsible for CS 8.9 data conversion activities from legacy system in the areas of Admissions, Campus

Community and Student Records.

• Worked with client’s IT staff on LDAP integration. Developing strategy for ongoing processes to create user accounts for new students.

• Developed customizations for CS 8.9 in the areas of Academic Advising, Admissions, Campus Community and Student Records.

• Responsible for developing and maintaining on-going interfaces between legacy system and PeopleSoft in the areas of Admissions and Campus Community.

Technical Consultant – Campus Solutions 8.9 October 2005 – June 2007 California State University East Bay – Hayward, CA • Worked with client's technical staff on HCM 8.0 to 8.9 upgrade activities.



• Responsible for CS 8.9 data conversion activities from legacy system in the areas of Admissions, Campus Community and Student Records.

• Developed customizations for CS 8.9 in the areas of Admissions, Campus Community, and Student Records.

Technical Consultant – Campus Solutions 8.9 June 2005 – September 2005 California State University Chancellor’s Office – Long Beach, CA • Worked with IT staff in applying HCM 8.9 updates and fixes to all database instances.

• Worked with functional teams to develop a database migration strategy during the development phase of project.

• Worked with technical staff on HCM 8.0 to 8.9 upgrade activities.

• Responsible for retrofitting from CS 8.0 customizations for CS 8.9.

• Developed customizations and reports for SA 8.9 in the areas of Student Records, Admissions, and Campus Community.

Technical Lead Developer – Campus Solutions 8.0 July 2004 – December 2004 San Jose State University - San Jose, CA • Technical lead for custom HRSA 8.0 Workflow messaging project

• Worked with client’s IT staff to develop technical design of custom messaging system, estimate resources needs for technical work, develop technical project plan, and deployment plan

• Tasks included creating custom Portal 8.4 pagelets, developing custom Workflow Business Process and Activities, and Worklist

Technical Consultant – Human Resources / Campus Solutions 8.0 July 2004 – December 2004 California Maritime Academy - Vallejo, Ca • Technical consultant for HRSA 8.0 implementation

• Responsible for the deployment and implementation LDAP integration between Microsoft Active Directory and PeopleSoft HRSA 8.0 and the integration between WebCT and PeopleSoft SA Self-Service

• Worked with client’s IT staff to develop technical fit-gap analysis, estimating resources needs for technical work, developing technical project plan, creating interface and report specifications, training and mentoring client personnel, and designing HTML pages for client’s web site

Technical Developer – Campus Solutions 8.0 April 2004 – June 2004 University of California, Santa Cruz • Technical Developer for SA 8.0 phase II implementation

• Provided technical support in the areas of data conversion and data migration

• Developed interfaces, modifications, and reports for SA Self Service, Student Records, and Student Financials

• Worked with client’s IT staff to develop technical fit-gap analysis, estimating resources needs for technical work, develop technical project plan, create interface and report specifications, trained and mentored client personnel

Technical Lead Developer – Campus Solutions 8.1 / PS Enterprise CRM 8.8 September 2003 – March 2004 Corinthian Colleges • Technical lead developer for PeopleSoft Enterprise CRM 8.8 and Campus Solutions 8.1 implementation

• Developed CRM customizations for Call Center and Leads functionality

• Wrote custom SQR Reports for Admissions, Campus Community, Student Records, and Student Financials



Technical Lead – PeopleSoft Financials 8.4/HRMS 8.3 November 2002 – September 2003 San Francisco Unified School District – San Francisco, CA • Technical lead for PeopleSoft Financials 8.4 and HRMS 8.3 upgrade and implementation

• Provided technical support for both the HRMS upgrade from 7.5-8.3 and for the Financials upgrade from 7.01-8.4

• Responsibilities included data conversion, customizations, technical support, data purification, and reviewing existing and developing customizations in the areas of HR, Payroll, Accounts Payable, Purchasing, and General Ledger

• Created, monitored and maintained detailed technical work plans

• Facilitated the training and transfer of knowledge sessions for both HR 8.3 and Fin 8.4

Technical Lead Consultant – Student Administration 7.6 July 2001 – June 2002 Los Rios Community College District – Sacramento, CA • Technical lead consultant for PeopleSoft Enterprise SA 7.6 Implementation at the multiple-center community

college district

• Responsible for implementing HTML Access, including modifications, design, documentation, knowledge transfer, and deployment

• Provided technical support in the areas of data conversion and data migration from legacy system into PS

• Worked closely with client’s IT staff on developing database migration strategy, coordinating batch processes, training, and troubleshooting (DBA issues, reporting, data inconsistency, networking, etc.)

Technical Consultant – CS Portal 8.0 May 2001 – June 2001 California State University at Los Angeles • Technical consultant on Portal 8.0 implementation responsible for the portal's content, layout, and design

Included integrating existing logos, buttons, pictures into the portal

• Created pagelets, modified HTML code and style sheets

Presentations

“The Trouble with Email: Creative Messaging via the Portal”

2005 PeopleSoft Higher Education User Group (HEUG) Conference, Las Vegas, NV, March 2005

“PeopleSoft CMS Baseline Demonstration,”

2nd wave California State University (CSU) campuses, February 2001

Education

Bachelor of Science, Electrical Engineering

University of California, Los Angeles (UCLA) School of Engineering and Applied Science



Virginia Yuchih

Summary

• Seasoned technology professional

• Over 12 years in PeopleSoft consulting and 20 years of Information Systems experience

• Specializes in PeopleSoft Application and Tools upgrades, PeopleSoft system administration, database administration, and performance tuning

• Participated on some of the largest and most complex upgrade projects in the Midwest and North East regions

• Extensive experience in streamlining and customizing test move and move to production processes in order to improve upgrade performance and help her customers meet the critical production cutover timelines

• Prior to joining PeopleSoft, worked on various billing and insurance payment systems

• Strong system design and programming background

• Has taken lead roles in multiple systems implementation projects

• Experience in all facets of systems development and implementation including requirements gathering, design, implementation, and post-implementation support on various large, complex projects

PeopleSoft Consulting Experience

Upgrader - PeopleSoft FIN 8.4 to FIN 9.0 Upgrade California State University – Chancellor’s Office, Sacramento, Bakersfield, Channel Island, Long Beach and Stanislaus, Northridge, Fullerton, San Bernardino

• Completed multiple test passes and production moves of FIN 9.0 upgrade for various Cal State universities.

• Tuned several long running upgrade processes to meet the predefined Go-Live windows.

• Provided technical support and issue resolution

Lead Upgrader - PeopleSoft HRSA 8 SP1 to HCM 9.0 College of Lake County Northcentral Wisconsin College

• Led technical teams through all phases of project cycle including the planning and execution of a HRMS/CS 9.0 upgrades. Completed entire life cycle of SA 8 SP1 to HRMS/CS 9.0 upgrade projects which included initial upgrades, test moves, and move to productions

• Provided technical planning of HRMS/CS 9.0 upgrades including cloning/creation of database environments, applications of HRMS/CS 9.0 bundles/tax updates, and development/migration of customizations including queries/trees and security changes

• Assisted customers to apply various tax updates, maintenance packs, application and upgrade bundles/ fixes during different stages in the upgrade project cycle. Created strategy to incorporate the maintenance packs, tax updates, bundles and PeopleTools upgrade into the HRMS/CS 9.0 upgrade process

• Applied Tools Upgrade 8.49.07 and Enterprise Portal Bundles to several Portal databases

• Provided post upgrade support, worked with the application teams to troubleshoot and resolve conversion issues identified during testing



• Provided PeopleSoft system administration support and responsible to troubleshoot and resolve PIA, and database cloning issues. Coordinated with technical and functional teams the cloning and release of upgrade databases and other related testing environments after each upgrade pass

Application Administrator – PeopleSoft HRSA 8 SP1 to HCM 9.0 University of California at Santa Cruz HCM 9.0

• Administered multiple Application environments

• Applied various Oracle/PeopleSoft bundles and fixes to both HRSA 8 SP1 & HCM 9.0

• Worked with functional teams in regression testing of bundles and fixes

• Ad hoc application SQL tuning

• Ad hoc application issues resolution

Upgrader – PeopleSoft Student Admin 8 SP1 to HRMS/CS 9.0 Upgrade Marquette University

• Assisted customer in the planning of HRMS/CS 9.0 upgrade

• Completed the initial upgrade (1st Pass) of HRMS/CS 9.0 upgrade

• Provided technical guidance for post upgrade activities

Lead Upgrader – PeopleSoft Student Admin 8 SP1 to HRMS/CS 8.9 Upgrade Southern Wisconsin Consortium

• Led a technical team through all phases of project cycle including the planning and execution of a HRMS/CS 8.9 upgrade. Completed the entire life cycle of SA 8 SP1 to HRMS/CS 8.9 upgrade project, including initial upgrade, 4 test moves, and move to production

• Configured and setup PeopleSoft Internet Architecture and PeopleSoft upgrade tools i.e. change assistant, upgrade assistant and environment hub framework

• Created Row count validation reports after each test move to facilitate application teams to conduct data validation.

• Assisted customers to apply various tax updates, maintenance packs, application and upgrade bundles/ fixes during various different stages in the upgrade project cycle

• Applied various PeopleTools upgrades (PeopleTools 8.46.x, 8.47.x and 8.48.x) utilizing PeopleSoft upgrade methodology

• Created strategy to incorporate the maintenance packs, tax updates, bundles and PeopleTools upgrade into the HRMS/CS 8.9 upgrade

• Tuned various upgrade scripts to fit the customer’s defined window of Go-Live and the overall data conversion run time resulted in 3.5 hours during production upgrade

• Compiled upgrade timings and produced upgrade summary report with estimated hours for future test moves and Go-Live planning purpose

• Provided post upgrade support, assisted customer to troubleshoot and resolve issues identified during testing

• Provided PeopleSoft system administration support and responsible to troubleshoot and resolve PIA, and database cloning issues

• Created various functional enhancements for Student Self Service of PeopleSoft 8.9 application

Upgrader – Student Admin 8 SP1 to HRMS/CS 8.9 Upgrade California State University – Sacramento, Long Beach, Stanislaus, San Francisco, and Chancellor’s Office

• Participated in various upgrade planning sessions to provide information to assist campuses to kick off their upgrade projects.

• Completed 10 test moves and 3 Move to productions for various CSU universities upgrading from HRSA 8.SP1 to HRMS/CS 8.9 and provided post upgrade support.

• Tuned various delivered and custom conversion scripts and reduced script run time by 20+ hours.

• Assisted universities, and CMS application teams to resolved various different upgrade related issues



• Participated in the planning and roll-out of various custom releases of HRMS/CS 8.90.x; modified upgrade scripts and template to incorporate the roll-out of these custom releases. The efforts also included planning, testing and release of PeopleSoft HRMS/CS 8.90.x upgrade.

• Conducted impact analysis for various PeopleSoft upgrade bundles/fixes and created workaround solutions to fit the custom CSU upgrade methodology.

Lead Upgrader - PeopleSoft Enterprise EPM 8.8 SP2 Upgrade Exelon Company

• Upgraded a 900G EPM Oracle/Unix database in 12.5 hours during a production cutover period

• Completed project on time, on scope, and on budget

• Performed Install of PeopleSoft EPM8.8 SP2 demo environments and cloning of various EPM 8.8 SP2 test and development environments

• Installed and configured PeopleSoft architectural components such as PIA, Integration Broker, Report Manager, PeopleBooks, Upgrade Assistant, Change Assistant/Environment Hub Management, Performance Monitor, etc.

• Completed PeopleTools 8.45.14 upgrade, applications of EPM bundles/fixes and maintenance pack

• Completed entire life cycle of EPM upgrade, including initial upgrade, 3 test moves, and move to production

• Created multiple custom conversion scripts to upgrade custom data for target release

• Created various Unix shell scripts to start/stop application, web and process scheduler servers

• These scripts are to be used during server reboot to automate the PS servers’ shutdown and reboot process.

• Created various dynamic scripts, which extract SQL commands to grant Oracle privileges and create public and private synonyms

• These scripts were used after completion of upgrade to grant Oracle access on new delivered tables to various Oracle users

• Provided PeopleSoft system administration support and responsible to troubleshoot and resolve PIA issues

PeopleSoft Enterprise EPM 8.8 SP2 Ralcorp (Food Manufacturing Company)

• Configured and tested 40+ data manager rules for P&L lines for ABM module

• Created a complex Application Engine program to replace the delivered Data Manager programs that process corresponding P&L lines for Budgeting module

• Designed and implemented two Application Engine programs for ABM module that process inbound files from an external business partner

• Prepared data to be loaded into P&L summary tables for ABM month end processing

• Created an automated process using a combination of an ETL tool and Application Engine program to extract/calculate the Ingredient and Packaging costs from JDE E1 Inventory system and load into ABM staging tables for reporting purposes

• Created an ETL map to summarize the total dollar amounts in ABM P&L summary lines into a final aggregate table for data warehouse reporting purposes

• Assisted technical team in performing configuration and resolving issues in application, web, and process scheduler servers on Oracle/HP UNIX and Websphere platforms

• Provided general guidance for migrations and applications of bundles and fixes

PeopleSoft FSCM 8.4 SP1, MP2, and MP3 TD Waterhouse (Financial Industry)

• Assisted customer in performing test move to production with the combined service packs from FSCM 8.4 to 8.4 SP1 MP3 on DB2/UDB AIX environments

• Identified and adjusted appropriate tablespace sizing parameters for the new target environment

• Performed audit clean-up in target and source databases



• Executed test move tasks for combined service and maintenance packs

• Performed knowledge transfer of test move process for combined service and maintenance packs

PeopleSoft EPM 8.8 SP2 / System Administration Ralcorp (Manufacturing Industry)

• Responsible for troubleshooting and resolving multiple technical issues related to PIA architecture and environment creation

• Reviewed existing PIA configurations in Demo, Dev, and Test environments

• Reconfigured People Books, Report Repository, and Process Scheduler

• Provided knowledge transfer in the area of PeopleSoft System Administration

• Created staging and production environments

• Performed system audit of EPM environment

• Reviewed and updated environment cloning document

Lead Upgrader - PeopleSoft Enterprise HCM 7.5 to 8.8 Upgrade Sears, Roebuck & Company (Retail Industry)

• Upgraded a 450G HCM DB2/Unix database in 33 hours during a production cutover weekend

• Created an upgrade work plan to optimize parallel executions of multiple scripts and conversion programs to increase overall upgrade performance

• Performed conversion scripts and process tuning including creation of 50+ custom scripts that consolidated DML and conversion scripts for large tables

• Created custom conversion scripts to upgrade custom data for the target release

• Performed troubleshooting activities and provided appropriate resolutions

• Compiled and published upgrade timings and statistics for project reporting purposes

• Served as lead architect to create upgrade strategy for a 600G HCM reporting database, resulted 50% reduction of overall upgrade time.

Lead Upgrader - PeopleSoft Enterprise HCM 7.02 to 8.30 Upgrade State of New York, Comptroller Office

• Provided guidance in successful upgrade of two 500G Oracle/Unix HCM databases from HCM 7.02 to HCM 8SP1 then to HCM 8.30 in 85 hours during the production cutover weekend

• Conducted planning activities for test moves and a created detail plan to incorporate tools upgrades (PeopleTools 8.13 ~ PeopleTools 8.19) for test moves

• Created a detailed work plan to streamline the double upgrade paths

• Analyzed and created multiple custom conversion scripts to consolidate DML and conversion scripts for very large tables

• Created conversion and migration strategy for PeopleSoft security in the HCM reporting database

• Incorporated multiple PeopleTools upgrades, application bundles and fixes in test move processes

• Installed and configured PeopleSoft End User Training software

• Created upgrade strategy for a reporting database, which was also completed during the same production cutover weekend

• Compiled and published upgrade timings and statistics for project reporting purposes

• Participated in pre-production and production cutover planning activities.

PeopleSoft Enterprise HCM 7.02 to 8 SP1 Upgrade State Farm Insurance Company

• Led a team of developers and DBAs to complete a HCM 7.02 to 8 SP1 upgrade on a DB2/OS390 platform

• Developed project work plan to streamline the upgrade process

• Applied multiple PeopleTools upgrades, application bundles, and fixes during test move processes

• Provided estimates of timeline for each test move



• Created strategy to apply multiple PeopleTools upgrades during test move processes

• Compiled and published timings and statistics for each test move

• Provided guidance for custom upgrade process of PeopleSoft security

• Participated in pre-production and production cutover planning activities

PeopleSoft Enterprise HCM 7.02 to 8 SP1 Upgrade Planning Session Auto Manufacturing Industry Daimler Chrysler

• Conducted upgrade planning activities, defined and developed high level upgrade strategy and detail upgrade project plans for an upgrade project using Compass methodology.

• Created an alternate upgrade strategy with parallel efforts for platform migration

PeopleSoft HCM 7.02 Implementation State Farm Insurance Company

• Conducted performance benchmarks and tuning activities

• Used PeopleSoft tracing facilities to pinpoint and tune long-running SQL statements

• Utilized DB2 Explain feature to analyze access paths, and rewrote SQL scripts to improve performance

• Analyzed and tuned HRMS databases by reviewing sizing and physical database attributes, configuration, and layout

PeopleSoft FIN 7.5x Implementation Blue Cross / Blue Shield of Illinois

• Completed upgrade of a production database from FDM 7.51 to 7.53 on DB2/OS390 platform

• Installed FDM 7.53 demo database

• Assisted technical resources in troubleshooting issues related to PeopleSoft system administration

• Researched and provided resolutions related to issues raised by functional resources

• Assisted client in creating backup and recovery scripts for production and test environments using DB2 utilities

PeopleSoft FIN 7.0 Implementation Toyota, Japan

• Provided DB2/OS390 DBA support, which involved the planning and migration of the PS financial application from Oracle to DB2/OS390

• Involved in sizing and physical database design

• Participated in the creation of development, test, QA and production environments

• Involved in pre-production planning activities including backup/recovery procedures and security administration

Career History

Policy Management System Corporation, Software Developer II 6/1990 – 3/1992 Provided development support for various Blue Cross Blue Shields Insurance Payment System projects

Trans Union, Sr. Programmer Analyst 3/1992 – 5/1995 Analyzed and created several complex applications during system re-engineering project

Software Architect, Sr. Consultant 5/1995 – 5/1997



Responsible for planning, design and system developments, and DBA support for various different customers

PeopleSoft, Sr. Systems Engineer 6/1997 – 2/2005 Completed various PeopleSoft Upgrades

Software Consultant

Oracle Corporation, Sr. Principle Consultant 3/2005 – 03/2006

Completed various PeopleSoft Upgrades and provided PeopleSoft Administration support

Software Consultant

Skills Summary

PeopleSoft

PeopleSoft Upgrade PeopleSoft System Administration Database Administration

Upgrade Assistant PeopleTools 8.1x, 8.4x Performance Tuning

Change Assistant Application Engine SQR

Data Mover PeopleCode

Ascential Integration Broker

Databases

DB2 OS390/UNIX Oracle 8i, 9i, 10g, 11i SQL Server 7.5, 2000, 2005

Sybase

Operating Systems

Windows NT IBM/AIX DOS

Windows 2000 Sun Solaris TSO

Programming Languages

Java C & C++ HTML

SQL UNIX shell PS/COBOL

Additional Skills

IBM DB2 Utilities BMC DB2 Utilities Quest Software Utilities

Training Courses

PeopleTools (I & II) Security Integration Tools

Application Engine System Administration Portal Administration

Ascential BAM EPM Technical Bootcamp

Data warehouse

Certifications

Upgrade,

PeopleSoft Level II Upgrader

Technology,




Appendix H – Financial Statements

As evidence of Io Consulting's financial viability, we're providing reviewed financial statements for our 2008 and 2009 profit and loss, as well as a current balance sheet. Additional information can be supplied upon request.



Appendix I – Project Methodology

Phase I – Plan & Strategize

As helpful, Io consultants meet with your management team to help assess your business strategy, critical business processes, readiness for change, and current IT infrastructure and application portfolio. Io will also work with your project team to help analyze and prioritize the business processes that will be affected as you begin to pursue your objectives.

Deliverables:

� Define roles of team members and non-team members � Communication plan � Project Budget � Project Objectives � Scope Statement � Risk factors � Project Plan � Training Plan

Completion Criteria: � All documents reviewed and approved by campus and Io project management � Completion of working Project Plan

Phase II – Define Structure

Io can also walk your project team through the applications to be implemented and demonstrate how your business processes will operate in the future using these new tools. At the same time, we work with your project team to determine how the software may be customized to suit particular business needs. We also identify redesigns for your current processes that will help optimize the benefits of new applications.

Deliverables:

� Initial install of development instances � Establishing infrastructure � Fit / Gap � Identifying all required interfaces � Identifying all reporting needs



� Develop help desk plan � Develop knowledge transfer plan � Develop contingency plan � Create test plans and scripts

Completion Criteria:

� Working instance for Fit/Gap analysis and testing � Function and/or technical specifications for modifications or changes (which might include

conversion, interfaces and reports) � Completed and approved Fit/Gap analysis with business process changes � Completion and approval of system test plan and scripts

Phase III – Build

As requested, Io consultants are also able to help build the targeted business processes and all associated development projects. This includes reviewing updated base tables, establishing security profiles, designing and reviewing reports, identifying additional modifications, completing data conversion, and performing preliminary user system tests. Iterative testing begins in this phase and continues in the Transition phase.

Deliverables: � Configure set up base tables and processes (prototype). � Create set up tables documentation � Design conversion programs � Design or modify interfaces � Design or modify reports � Design customizations � Design and set up security � Perform quality reviews


� All modifications have passed code review and unit testing � Updates to project plan to reflect new details and test results � Issue tracking list with closure and open items during testing � Approval from the prototype team and project management (verify that system testing

was successfully achieved)

Phase IV – Transition

During this phase, Io can assist with preparing your operations staff to go into live production with your new system. We can help conduct final testing procedures, including user acceptance testing, integration testing, stress testing and overall system testing. In addition, we ensure that all relevant data has been updated. We can also help design end-user training to prepare for the actual rollout. At the end of this phase your campus will be production-ready.

Deliverables: � Acceptance test completed � Review Help desk procedures � System test completed � Production support plan (post live). � End User training and reviews � Performance testing sign off


� Approval of the acceptance test plan from the project management team � Sign off on the successful completion of the system and acceptance tests � An updated issues tracking list with closures to all items identified � Updated project plan



� End user documentation completed and approved by project management � Training delivered to all end-users

Phase V –Rollout & Deployment

During this phase, we can guide your team though the go-live of business process under your new system. Io will remain on site throughout the transition in a support mode, helping to troubleshoot, teaching you how to maximize the value of your newly deployed system, and identifying next step opportunities.

Deliverables: � Migrate setup to the production environment � Complete final data conversions � Complete user training � Cutover to production � Live and Post live support


� Help desk strategy and documentation completed and approved by project management � Production applications live

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