rfp - pinal county, arizona · 2018-10-20 · rfp-173223 jd edwards enterpriseone developer &...

RFP-173223 JD Edwards EnterpriseOne

Developer & Consulting Services Response Form 1

Pinal County Finance Department

31 N. Pinal St., Bldg. A P.O. Box 1348

Florence, AZ 85132

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Simacor Contact

[email protected] 763.544.4415 ext. 12

Responder Name:

Responders shall complete the following Response Form by indicating their responses in the spaces provided. Additional pages may be added so long as they are clearly referenced in the spaces provided.

Proposals that do not include this completed Response Form, include an incomplete Response Form, or include a completed Response Form with unacceptable responses may cause the entire offer to be deemed unacceptable and therefore non-responsive.

1 Executive Summary

Responder shall provide a brief executive summary to include administrative information such as Responder contact name, address, phone number, and email address.

Simacor, founded in 1987, has built a solid reputation within the JD Edwards community by providing teams of resources with the right experience at the right time. We employ seasoned professionals that not only have the required skill sets but have additional experience that you can draw from. Our team that we have assembled for this effort are well respected in their areas of expertise and will provide the knowledge and experience needed to complete this project.

Supplying consultants on an as needed basis is what we do. We can assemble a team of resources for a larger project or can assign an individual resource for a specific engagement. Our consultants are flexible to work on-site or remote as the projects dictate. We do not charge a monthly or yearly fee for support. You only pay for the resources when you need them to work on your projects. Per the information provided, we assume that the majority of the work will be performed remotely and if there is a need to travel to be on-site we will bill the travel expenses separately.

Your contact at Simacor is below:

Simacor Contact Simacor Address

Jamie Hakes 10700 Highway 55

Senior Account Executive Suite 170

[email protected] Plymouth, MN 55441

763.544.4415 ext. 12 www.simacor.com

JDE Edwards E1 Business Solutions

Our JD Edwards consultants have years of experience within all areas of the JD Edwards system. We can help with a

complete upgrade to integrating to a 3rd party application. Your assigned Account Manager will work with you to determine

what type of resource is needed and will schedule accordingly.

Simacor JD Edwards Practice

Consultants "As Needed"

Short Term Assignments to Long Term Engagements

Custom Development 3rd Party Integrations

Upgrades / Implementations

Process Improvements

mailto:[email protected]






Florence, AZ 85132

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2 Qualifications

Responder shall provide a detailed description of the qualifications of key personnel who will perform work under this contract. This information shall include education, training, strengths/specialties, technical experience, functional experience, proficiency with various programming languages, specific dates and names of employers, and any applicable certifications. Responders shall clearly describe their ability to meet or exceed the desired qualifications listed in Section 5 of the Statement of Work and Response Form 2. Please attach a resumé for each key individual who will work under this contract to the end of this Response Form.

Simacor Response

The charts below summarizes a few consultants experience within each area of JDE E1 that was outlined within this RFP. We have additional consultants and depending on timing, will work with you to have the right resource available when needed for your projects.

Financial Management

Summary Specific Experience Tools / Modules

JDE E1 Financial Consultant

28 years experience implementing and supporting JD Edwards (Oracle) World and EnterpriseOne (E1) applications as a Consultant and Project Manager.

Extensive and successful experience in project management to configure software for medium and large complex organizations and support multiple financial, supply chain, manufacturing, equipment asset management, and project costing modules.

Experience in managing large, multi-site, multi-national software installation projects.

Technical expertise to design data conversions/upgrades, reporting and customize software.

Certified in all JDE Manufacturing, Distribution, Human Resources/Payroll modules, ETO and EAM systems.

Versions

JD Edwards E1 (World, XE, 8.12 & 9.0, 9.1,9.2)

Modules

Accounts Receivable, Accounts Payable, Job Cost, General Ledger, Advanced Pricing, Product

Certified in these areas

Payroll, Purchasing, Product Data Mgmt, MRP/DRP Forecasting Planning, Inventory, Human Resources, Shop Floor Control

Other

OneView Reporting, BI Publisher, E1 Security/Menus, CNC limited

JDE E1 Financial Consultant

25 years of experience extensive international business process and system delivery skills from the user and implementation perspective. His diverse domestic and international business experiences and hands-on approach leverages ERP package and custom solutions as needed to offer detailed and high-level insights into creating optimum client processes and regulatory compliant systems through standard and custom software solutions with JDE software

Lead the design, configuration and testing of new Chart of Accounts, General Ledger reporting, Accounts Payable, Accounts Receivable and Fixed Asset modules for new E1 9.2 client.

Defined and validated banking interfaces and file transfer architecture to automate banking activities.

Integrated with external expense management solution to support daily accounts payable operations.

Managed data conversions and opening data for system start-up. Designed and deployed E1 Pages by module and E1 Watchlists to monitor system health status by functional area.

Versions


Modules

Accounts Receivable, Accounts Payable, Fixed Assets, General Ledger

Other

E1 Pages, E1 Watchlists, Oracle Loadrunner, UPK Scripts, Sharepoint

JDE E1 HCM / Financials Consultant

Senior JD Edwards systems HCM / Financials consultant with over twenty years’ experience. Strategic consulting in business process re-engineering, systems implementations,

Responsible for assisting clients in

business process re-engineering,

systems implementations,

troubleshooting, change management

and adoption, user support and training.

Extensive experience is other modules

Versions


Modules

Human Resources, Benefits Human Capital Management






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troubleshooting, change adoption user support and training.

within JD Edwards, bidirectional interfaces and interoperability

Provide remote support for clients in the Financials, Human Resources, Payroll and Benefits modules

Thorough understanding of data dictionary, ESU escalation, project escalation, address book, AAI’s

Payroll, ESS and MSS, Financials (AR, AP, FA, GL, EM, CAM, Job Cost) Expense Management

Other

ADP, Kronos, ACA Reporting

JDE E1 Distribution / Finance Consultant

22 years of JD Edwards Distribution, Manufacturing and Financial software implementations, enhancement and support, with 14 years of retail sales/distribution experience. Active on multiple JD Edwards implementation projects.

Certified JD Edwards Distribution.

Four years of experience developing

reports in Crystal, WEBI and Createform,

business and application process flows,

systems analysis/configuration, project

leader, file structure knowledge, World

Writer, ERW/FRW and Object

Management Workbench, QA testing,

user training and project documentation

Subcontract Management Interfacing with third party document

handling software 'Laserfiche'

Subcontracts application setup- logging, progress payments, lien waivers

Hardware

AS/400, PC's, Networks

Software

JD Edwards (World, OneWorld, XE, EnterpriseOne- 8.9, 8.12, 9.1, 9.2), Business Objects (Crystal, WEBI) Visio, Createform, Docusphere (Imaging, Workflow)

Languages/utilities

World Writer, One World Tool Kit-OMW (Form Design, Enterprise Report Writing, Table Creation), UTB Query, SQL

Applications

Distribution-(Inventory, Purchasing, DRP, Sales Order Processing, Advanced Pricing, Costing), Financials(A/R, G/L., A/P), Manufacturing (W/O, Costing, Routings, BOM)

Other

Docusphere - configured and supported the software from document imaging through workflow approval and A/P process, 800+ users

Human Capital Management


JDE E1 HCM / Financials Consultant

Senior JD Edwards systems HCM / Financials consultant with over twenty years’ experience. Strategic consulting in business process re-engineering, systems implementations, troubleshooting, change adoption user support and training.

Responsible for assisting clients in

business process re-engineering,

systems implementations,

troubleshooting, change management

and adoption, user support and training.

Extensive experience is other modules within JD Edwards, bidirectional interfaces and interoperability


Thorough understanding of data dictionary, ESU escalation, project escalation, address book, AAI’s

Versions


Modules

Human Resources, Benefits Human Capital Management Payroll, ESS and MSS, Financials (AR, AP, FA, GL, EM, CAM, Job Cost) Expense Management

Other

ADP, Kronos, ACA Reporting

JDE E1 HCM Consultant

Over 19 years’ experience in human capital management consulting, business process

Experience includes design and implementation of JD Edwards’s software human capital management applications

Versions







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improvement and system design.

aligned with critical business requirements and client specifications

Expertise in project planning, management, information systems support, and problem resolution.

Experienced in process planning, technical writing, reporting, and project documentation, plus user acceptance testing and user group training.

Excellent record of JD Edwards’s human capital management implementations and upgrades.

Modules

Human Resources, Benefits and Payroll, ESS, MSS, BSS, Time Entry, One View Reporting (Training), Security, E1 Pages,

Other

ADP, ACA Reporting

Reporting/ System-Wide


Sr. E1 Developer

23 years as a JD Edwards technical specialist with a combination of technical, functional and leadership skills.

Extensive experience in new JDE development, upgrades, data conversion and system integration.

Proven history of delivering projects on time and within budget.

Experienced with most of the JDE Modules.

Developer in the implementation of the modules: Distribution, Finance, and HRIS Systems.

Participated in CRP with users, performed code evaluation on prior mods, worked with BA to retrofit changes, or remove mods as needed, performed final program testing.

Developer on task to setup Credit Checking/Approval using WorkFlow

Modified A/P voucher batch post, with expense reports approval with WorkFlow approvals

Coded and implemented bank interface required to transmit financial transactions from JDE.

Systems

AS/400, Unix, IBM Mainframe and PC systems, RS-6000

Languages/Utilities

JDE E1 developer tools, SQL, C/C++, Java, RPG IV, PL/SQL, PL/1, COBOL, EDI, JCL, Microsoft SSIS/DTS, IMS, TCP/IP, MQ Series

Software

JD Edwards 9.1, 9.0, 8.12, 8.11, XE, 7.3.2, World, Vertex, Business Objects

Applications

Financials(G/L, A/P, A/R), Distribution, Manufacturing, HR-PR, Chemical Suite

JDE Tool Set

OMW, Object Librarian, Forms Design, Report Design, ERW, Integrated BI Publisher, Financial Reporting, Table Design, Universal Table Browser (UTB), Business Views, Processing Options, Business Functions Design & Debug Tools, Table Conversion, Table Event Rules and Triggers, Interoperability, Z-files, NER, UCD, UBE, Work Flow Tools.

EDI

JDE transaction sets; 810, 820, 850, 855, 856

Database

SQL Server, Oracle, DB2-AS/400

Certifications

JD Edwards Advanced Programming Concepts and Skills

Sr. E1 Developer

15 years of in-depth knowledge and experience in JD Edwards EnterpriseOne (E1) full product life cycle development.

Experience in designing, developing, troubleshooting, documenting, maintaining, and testing JD Edward’s E1 software in a web-based environment and client/server architecture.

Proficient with Oracle/JDE BI Publisher.

Languages

JD Edwards tool set, XML, C, C++, VB, XSD, Java, and HTML

Application Server

Weblogic, Oracle Application Server

Tools






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Experienced in building and deploying packages and troubleshooting server issues.

Experienced in preparing functional design documents (FDD), detailed technical design documents (TDD), and test plans.

Attended workshops in E1 pages, One View Reporting, CafeOne, Watch Lists, OneView Reporting, and UDO (User Defined Objects).

Troubleshoot and fixed customize JDE reports and applications for various departments within the State of Nebraska. This included fixing page breaks and populating fields for their BIP Pick Slips and Department of Motor Vehicle Sales Order programs.

Consolidated 66 Purchase Order BI templates into 16 unique templates.

Worked with Business Analyst on functional requirements for their 5 Surplus Property Notification reports which were developed in BI Publisher through the use of templates and .xml files.

JD Edwards EnterpriseOne Tools (RDA/UBE, ERW, FDA, BSFN, NER, BSVW, TBDA, and OMW), Power Forms, Oracle/JDE BI Publisher, Portal/SelfService, CNC Admn tasks, JDE BSSV

JDE Versions

9.2, 9.1, 9.0, 8.12, 8.11, 8.0, 8.9, and Xe

Application/suites

Financials, Distribution, Manufacturing, Contract and Service Billing, Payroll/HR , Government Contracting, Job Cost, Fixed Assets, and Real Estate

Integration Tools

Oracle SOA Suite, ESB, (BPEL, OWSM), JDeveloper

Testing Tool

TestDirector (Test Plan/Test Cases, Unit Test, Regression Test)

Database

Oracle, SQL Server, iSeries

Enterprise Service Bus

Oracle ESB, BSSV

Sr. E1 Developer

15 years - JD Edwards E1 Developer, and JDE Systems Analyst

Good knowledge of JDE Financials systems, and Distribution suite- Inventory, Purchasing & Sales Order.

C++ business functions Mods and debugging

Reporting tools- Create!Form, Optio, Oracle BI Publisher

EDI processing & Interfaces to JDE.

ACH A/P positive pay and payments processing to Bank account

SQL Manager and Query Analyzer

3 years - Trax development (International Report creation tool)

Expert in COBOL, DEC Control Language (DCL), Form Management System (FMS), and Datatrieve (DTR)

Versions

E1 9.0, 8.10, OneWorld XE B73.3.2 SP23,

Applications

Financials, Distribution, Manufacturing

JDE OneWorld Tools

Object Management Workbench (OMW), Enterprise Report Writer/ Report Design Aid (ERW/RDA), Business Views (BSVW), Business Functions (BSFN), Form Design Aid (FDA), Object Configuration Manager (OCM), User Defined Codes (UDC), Data Dictionary (DD), Table Design Aid (TDA), Table Conversion (TC), Universal Table Browser (UTB), Debugging Tools – M&D Debug and Visual C++ Debugger

3 Subcontractors

Responder shall list all subcontractor firms or individuals, as applicable, to be utilized under this contract to include name, location (city, state), specialty, and years of experience. The County may require Contractor to submit Subcontractor resumes and detailed qualification statements at time of project or task request.

Subcontractor Name & Location: Subcontractor Strengths/Specialties & Years of Experience:

NONE






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4 Experience

Responder shall provide a detailed description of their experience to include:

4.1 If Responder is a firm, the Responder shall provide a brief description of their company including a brief history, corporate structure and organization, and number of years in business. If Responder is an individual, the Responder shall provide a resume and the number of years doing the type of work requested in this RFP.

History: Simacor was founded by Roger Braegelmann in 1987. Our company has had steady growth

year after year by providing our clients with the right resources at affordable rates as needed. Our practices include: JD Edwards, Web Application Development, Infor Lawson, iSeries Development, Business Analysis. Our JD Edwards practice is our primary focus and we have built a solid resource pool known for their expertise and drive.

Corporate Structure: LLC

Organization: Our organizational structure is below.

# years in Business: 30 years in business

Roger BraegelmannPresident / CEO

Jamie HakesSr. Account Executive /

Account Manager

Alisa TheisDirector Client Services /

Engagement Manager

Lisa LacoursiereAccount Executive / Account Manager

Ginger HakesTechnical Recruiter /

Account Manager

Lynn FredricksonOffice Manager / HR Admin

Consultant Pool Assigned to Projects / Assignment

Client contact for resource scheduling and new projects. Issue Resolution.

Responsible for the overall project / engagement success.

Client contact for resource scheduling and new projects. Issue Resolution.

Responsible for all recruiting efforts and Client contact for resource scheduling.






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4.2 A detailed description of the Responder’s prior experience working on projects of similar size, scope and function as what is requested in this RFP including whether the experience is in working in the private or public sector.

We have been supplying our clients consultants on an as needed basis for 30 years. We have a flexible sourcing model to accommodate a short term assignment to a long term engagement. We have an extensive resource pool with varied skills and experiences that add the talent to your team as needed.

Below is a list of clients that have similar needs. We are providing the industry of our clients as we do not publicize our client list. We have an extensive client list that we provide ‘as needed’ resources for a specific engagement. We did not list each of these but can share with you more detailed client lists if chosen.

Industry of Client Type Client Since Types of Resources

Energy Construction

Private 12/10 - Present CNC, Project Managers, E1 Developers, JDE E1 Functional Analysts: Financial, Human Resources, Payroll, Distribution

Manufacturing Plant Private 02/99 - Present E1 Developers, Functional Analysts: Distribution

Manufacturing Private 01/03 - Present CNC, Project Managers, E1 Developers, JDE E1 Functional Analysts: Distribution

Energy, Food, Agriculture Private 02/06 - Present CNC, E1 Developers, Functional Analysts: Distribution, Manufacturing, Financials

Indian Reservation Reservation 01/13 - Present CNC, E1 Developers, Project Manager

Oil Industry Private 03/07 - Present Project Manager, E1 Developers, Functional Analysts: Distribution and Financial

Municipality Consortium Public 01/10 - Present E1 Developers

4.5 A list of projects worked on in the last 4 years to include project size, duration, role and responsibilities, level of success and any learnings gained from each project.

Responder Response We have provided an abbreviated list of our projects. Due to confidentiality we cannot disclose specific project information.

Project Description Size Role / Responsibilities

Upgrade JD Edwards OneWorld XE to E1 9.2

8

Project Manager

Lead Consultant for the upgrade from JD Edwards OneWorld XE to EnterpriseOne 9.2.

Working with clients staff, built project plan of tasks, timeline, resources.

Did a walkthrough of core application functions in a CRP setting, evaluated prior mods made to Xe, determined if enhancement needed, or if function can now be covered with 9.2, if still needed did review with key users on process, and did functional spec for developers.

Preformed key user mentoring on 9.2 differences

Assisted users to update test scripts.

Worked with project team to insure interfaces to non JDE products are compatible, enhanced, and fully functional.






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Distribution Consultant

Conducted CRP evaluation of processes, determine change effects.

GAP analysis - goal to eliminate as many Xe modifications as possible

Collect and validate business requirements

Propose new process and/or 9.2 modifications for any requirements 9.2 functionality could not provide

Covered Financials, Sales Order processing and Purchasing,

Wrote BRD's (Business Requirements Document) and oversaw development

9.2 configuration - testing and training

E1 Developers (2)

Retrofitted & Unit test custom Applications / reports.

Participated in CRP with Users - performed code evaluation on prior mods and then worked with BA to retrofit the changes or remove the mods as needed

E1 Upgrade to 9.2 5 Project Manager

Working with client’s staff, built project plan, tasks, timeline, resources. Reviewed 9.2 difference with team, defined impact and addressed. Directed developers to retrofit 9.1 mods.

Addressed interfaces- DSI, CTC

E1 Developer

Analyzed and coded mods/ updates from 9.1 to 9.2

Wrote a system to maintain and report on sub-contractor hours related to jobs

Worked on interfaces to DSI, HCCS, Docusphere, and CTC

Updated BI Publisher reports

Analyzed and resolved issues with applications and reports within Purchasing, Payroll, HR, Financials, & Job Tracking / Costing

E1 Developer

Wrote interface to create text files to send into the Wells Fargo Payment Manager system for credit card payments and AP remittance.

Wrote an interface to create text files for child support payments to the send to the state of Texas.

Analyzed and coded in E1 to retro fit mods/updates for 9.1 Release upgrade

Made improvements to the Competency Management system to maintain resource experience hours, display and report on degrees and licenses obtained.

Wrote a system to maintain and report on sub-contractor hours related to a sites construction job.

Supported JDE PR-HR System

Developed reports using BI Publisher.

HR/Payroll- reports, resolved data integrity issues, payroll history, customizing payroll checks.

CNC Consultant

Led and completed upgrade efforts HCM Consultant & Financial Consultant were available for questions and issues.

E1 9.1 Upgrade 4 Project Manager

Managed resources and tasks for the upgrade

JDE functional consultant Enterprise One 9.1

Provided application support- Financials, Billing/Invoicing, A/R. Equipment Billing - System 13

o Analysis of current setup o Provide better process for showing under-utilization.

Subcontract Management o Interfacing with third party document handling software 'Laserfiche' o Subcontracts application setup- logging, progress payments, lien waivers

HCM Consultant & Financial Consultant were available for questions and issues






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CNC

Led and completed upgrade efforts

E1 Developer

JDE E1 Developer to enhance and support Distribution, Financials, and HRIS Systems.

Analyzed and resolved issues with applications and reports and made enhancements to the following modules; Logistics- Inventory, SOP, Purchasing, Payroll, Human Resources, Financials and Job Tracking/Costing.

Developed system to show Items based on activity, the program will then change the stocking type in the branch/plant and item master based on usage and inventory levels.

Developed a system to approve asset and inventory transfers between jobs and the main warehouse which included devaluation of assets coming off a job site, several inquiry and maintenance programs and reports where part of this.


Wrote an interface to create text files for child support payments to the send to the state of Texas. Analyzed and coded in E1 to retro fit mods/updates for 9.1 Release upgrade






Custom Development 1 E1 Developer

Developed custom programs

Developed interface to custom windows .Net application for client’s job cost to integrate Jobs data to E1

Developed reports using BI Publisher

E1 9.0 Upgrade 4 Project Manager

Managed resources and tasks for the upgrade JDE E1 Developer

Completed clean up A7.3 to, consulted on E1 9.0 implementation.








HCM Consultant & Financial Consultant were available for questions and issues.

Upgrade from 8.12/XE to E1 9.1

1 E1 Developer

Created technical specs from BA functional process specs.






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Performed technical analysis for BA’s and developed mods for the Distribution suite

Retro fit prior enhancements

Performed multiple integrations to other internal and external trading, accounting, and sales systems

Developer and support on interfaces to EDI

Setup Credit Checking / Approval using Workflow

Custom Development 1 E1 Developer

Developed Applications for the JD E1 9.0 implementation

Develop, maintain, test, and document application and SQL triggers for Financials A/P. A/R, Inventory, and Purchasing

Create SQL tables, triggers, and stored procedures for tabling outbound data for ODS.

Wrote SQL scripts for fixing RINS Ledger tables that affect RINS balances.

Created new Insight Reports user accounts and order/apply new license keys and resolve user connection issues. Maintain Insight Reports Scheduler.

Use Insight Reports design tools to make report enhancements.

Create and maintain Planet Press forms templates and distribution processes including VB scripts for email address and printer path global variable assignments

Division Implemented JDE E1

1 Purchasing Consultant

Verified requirements with users and identified gaps

Gap resolution - custom replenishment process for special items (MARS), custom REV level change notifications, custom process for 'linking' sales and purchase orders of specific product types, unique supplier acknowledgement process

Configured system - Item setup, Supplier add/change, Supplier/Item relationships, Supplier pricing, cross-references, Order Activity Rules, PO approvals, customization of PO printing, Receipt Routing, etc...

Conducted and/or oversaw all user training - two managers and five buyers, wrote all Work Instructions and provided documentation of system configuration

Custom Self Service Solution

1 HCM Consultant

Manager Self Service Workbench program

Status Changes with 8 status changes

Status Change Review

Reports

Custom Workflow with 5 different workflow approval types

Incorporated Café 1 into process to improve the user experience

Implement Timecard 1 HCM Consultant

Analyzed and corrected HR history data

Developed a plan to create a history record for those individuals who did not have one for the data items impacted by the change.

Redesign Benefits 1 HCM Consultant

Team Lead for the redesign efforts of the benefits groupings

Adjusted the setup

Defined the impact on employee self-service and vendor interfaces

Phase 2 Projects for Client

1 HCM Consultant

Designed and implemented a custom W4 inquiry program for ESS that displayed current tax election information.

Designed and implemented custom Employee Self Service W2 Inquiry

Designed and enhanced customized Time Entry for Architectural and Engineering group adding previous pay period copy functionality. The copy functionality saved entry of up to 50 lines of time entry each pay period and minimized data entry errors.

Incorporated Café 1 functionality that allowed employees to view current time entered and summarize it by pay type and job.

Implemented Global Leave Administration and enhanced leave verification rules allowing requests up to -24 hours and editing on leave request in four- hour increments.






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Wrote technical specifications for and tested reports for missing, saved, or waiting for approval ESS Timecards and pending leave requests leveraging BI Publisher email capability

Implemented certified payroll reporting and prevailing wage functionality

Trained users on One View Reporting

Assisted with year end W-2 and Affordable Care Act testing and issue resolution

Phase 2 Projects for Client

1 HCM Consultant

Gathered interface requirements for Benefit vendors and created development specs and tested the design for Medical, Dental, Vision, and FSA.

Provided guidance on an interface between client’s 3rd party onboarding system and E1

Implemented Employee Benefits self service for new hires, qualifying events, and open enrollment.

Implemented updating personal information using self service

Implemented ESS Direct Deposit and Pay Stub Inquiry with customizations.

Designed and implemented customized W4 Inquiry program for ESS that displayed current tax information.

Designed customized workflow functionality for Benefits Self Service and Personal Information.

Implemented Retail PTO for weekly and biweekly hourly non-benefited employees based on hours worked.

Developed Shift Pay process that included adding $.50 per hour to an employee’s pay and appeared on the pay stub as separate Pay Type using standard functionality.

Setup Overtime Rule Set for overtime using a weighted average calculation.

Implemented custom wage progression process based on days worked using date in current job.

Designed custom program to house rates and custom reports to update employee rate.

Implemented Affordable Care Act Hours of Service Reporting and Information Returns.

Implemented Time Entry Self Service with minimal customization.

Implemented Global Leave Administration with minimal customization and standard system notifications.

Designed and implemented customized Employee Self Service W2 Inquiry.

Developed functional specification for ESS Time Entry for drives with time in/out stamp.

Turnkey reimplementation of HR, Benefits and Payroll for a commercial real estate company that had outsourced all processes of HCM to a third-party processor and decided to bring those processes back in house

1 HCM Consultant

Project involved analyzing outdated employee information, setup and history. Determined what could be purged and what needed to be kept due to historical information in other modules within Enterprise One including General Ledger, Job Cost and Service Billing.

Developed conversion processes for payroll history, employee information and benefits enrollment.

Completed setup for the following modules Employee Information, Benefits Administration, Payroll, Timecard Automation, Overtime Rules, Time Entry Self Service, vanilla and customized processes for hourly time in and out and project (billable) time. Completed setup and developed processes for integration with General Ledger, Accounts Payable, Service Billing, Job Cost and ADP for tax processing.

Assisted the implementation team in identifying and documenting key processes, integrated and user acceptance testing.

After go live completed phase two initiatives which included Security redesign, E1 Pages, Benefits Self Service (current and open enrollment), Auto Deposit, W4 and Workflow. Worked closely with development on interface requirements for Benefits






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(HSA, FSA, Medical, Dental, Vision and 401K), and reporting requirements including One View Reporting.

E1 Business Process Review

1 HCM Consultant

Conducted two-week assessment of current Human Resources, Benefits and Payroll processes and made recommendations for improvement. Provided four weeks of training sessions for each functional area of HCM and provided guidance on restructuring current setup to make it more efficient.

Upgrade E1 to 9.2 Food Manufacturer

1 Senior HCM/Payroll Business Analyst

Requirement definition of existing processes in preparation for upgrade to 9.2

Troubleshooting HCM/Payroll issues and enhancements

Process changes in preparation for ESS and MSS implementation in 2018

Extensive break/fix on standard functionality

Rollout of standard functionality to replace custom applications

Implementation of Expense Management Module- Global Chemical Manufacturer

1 Senior Financials Business Analyst (100% Remote)

Requirement definition, design and implementation of Expense Management Module 9.2

Designed, developed, configured, tested and trained module to replace third party system

Currently in deployment stage

Update Benefits Module, Payroll, ESS Real Estate Investment Firm

1 Senior Financials Business Analyst and Financials Reporting

Rolled out the current updates for benefits module to accommodate ACA reporting for 2015,2016

Assisted with payroll related issues between JD Edwards and ADP

Supported Employee Self Service for all functionality except Global Leave

Expand and implement JDE functionality in AR/GL/AP/FA and Real Estate Management

Troubleshooting user issues and fielded technical issues in all modules

Project team lead for Advance Real Estate Forecasting initiative in conjunction with EPM reporting tools

HR Onboarding, Benefit Enrollment, Payroll - Food Manufacturer and Distribution

1 Senior Human Capital Management Consultant Ongoing Support for HR/Benefits and Payroll

Support and configure requirements for Human Resource onboarding, benefit enrollment and payroll processing.

Set up for Puerto Rico and Canadian implementation for go live.

Led migration and conversion to ADP Tax Reporting and the installation of Kronos time entry.

Coordinated all locations for implementation of new functionality and prepared training documentation

Lead for adoption of new business processes.

Assisted with year-end processing and ACA reporting for 2015

Full Implementation of Financial modules in 9.1

1 Senior Financials Lead

Implemented JDE E1 9.0 as a replacement to their current JD Edwards World Legacy System

Standardized and organized their financial structure in a single manner to automate taxation, service line reporting, and operational budget and margin analysis.

Corporate lead for the design and implementation of the financial modules in Enterprise One 9.1 for the corporate consolidation company.

Designed and configured the global chart of accounts for future roll out of 9 subsidiaries

Worked with developers on data conversion of seven entities from desperate legacy systems.

Planned, executed change adoption and user training and testing

Support & troubleshooting for HR/Payroll post go live.

1 Senior Human Capital Management and Payroll Project Lead

Provided post go live support and troubleshooting on Enterprise One 9.0 for the functionality problems the client was experiencing in the Human Resources, and Payroll modules.






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Infrastructure Construction

Senior E1 Finance Consultant

Worked closely with the accounting team to ensure automatic accounting instructions were configured to properly cost labor, burden and taxes and integration touch points were functioning properly between payroll, accounts payables and general ledger.

Worked closely with internal business analyst to apply 37 ESUs for year end and quarter end tax calculations.

Worked on numerous issues with the custom overtime and prevailing wage troubleshooting as well as Davis Bacon, union calculations and field operations processing.

Implementation of E1 9.1 HCM & Payroll

Infrastructure Construction

1 Senior Human Capital Management and Payroll Project Lead

Large global upgrade implementation of the Enterprise One 9.1 HCM modules and payroll.

Support and design of project controls of onboarding payroll for three new acquisitions.

Set up for Puerto Rico and Canadian implementation for Jan 2014 go live.

Led migration and conversion to ADP Tax Reporting and the installation of Kronos time entry for a new project with an expected 7500 employees.

Coordinated all locations for implementation of new functionality and prepared training documentation on new business processes.

Managed requirements definitions, issue resolution and time line dependencies for post go live support for Phase 1 go live. Implementation was for a division with approximately 4000 employee in 14 states. Kronos interface for time entry. Client has multiple unionized facilities, multiple pay cycles, and international payroll processing for numerous countries and expats. Coordinated all support for full life cycle upgrade/ implementation from World 7.3 to EnterpriseOne 9.1

Finance Team Lead for Implementation of 9.2

1 Senior Financial E1 Consultant

Lead the design, configuration and testing of new Chart of Accounts, General Ledger reporting, Accounts Payable, Accounts Receivable and Fixed Asset modules for new E1 9.2 client.

Defined and validated banking interfaces and file transfer architecture to automate banking activities.

Integrated with external expense management solution to support daily accounts payable operations.

Managed data conversions and opening data for system start-up.

Designed and deployed E1 Pages by module and E1 Watchlists to monitor system health status by functional area.

JDE E1 9.1 Upgrade with Retrofit of 1200+ Modifications

1 Senior Financial E1 Consultant

Financial Consulting Lead on ERP package, 1200+ custom object retrofit, menu and security access redesign across core and custom objects/reports.

Conducted end user workshops, requirements gathering, object specifications, testing and validation from use and SOX perspectives.

Documented test results based on Oracle LoadRunner & UPK scripts.

Identified non-scripted gaps and issues for team discussion and resolution.

Hands on with packages, products and Sharepoint collaboration tools.

Delivered compliant, go-live ready system within established timeframe with minimal business issues across systems and 35+ integrations. JDE E1 9.1 / Business Objects / Oracle DB

Interface Development 1 E1 Developer

Wrote interfaces into JDE Z Files for adding business units, journal entries and AR invoices.

Wrote an interface to send flat files to Wells Fargo for A/P positive pay.

Interface Development 1 E1 Developer

Developed an interface to Wells Fargo for AP and set up auto email of BI Publisher AP Admittance to vendors






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Post implementation support for manufacturing & financials applications

1 E1 Developer

General support & resolved processing issues in multiple areas.

Performed analysis, made enhancements for Manufacturing Work Orders processing, reflecting client specific needs for picking parts lists & manufacturing operations routing instructions.

Created BI version of A/P check for new bank.

Resolved A/P voucher batch post issues, with expense reports approval with work flow approvals.

New Implementation of E1 & Post Go Live

1 E1 Developer

Lead the JDE to Ceridian interface to ensure JDE tax amounts were accurate in the flat file and met vendor requirements. Created customized JDE tax liability report for the business.

Lead the Bank of America to JDE and JPM Chase to JDE interfaces, ensuring the JDE positive pay files were developed based on bank’s specification, and customized JDE reconciliation and acknowledgements reports were created based on legacy reports for multiple regions.

Designed the bank transmission process for Bank of American and JPM Chase.

Lead the Payroll and A/P ACH interfaces successfully ensuring the flat file contained NACHA CTX and PPD standards.

Worked with functional teams to gather requirements needed for BIP A/P Check, Payroll Check, and miscellaneous Invoices, which were documented, designed, and developed.

Lead and collaborated with different teams within the organization for the 401K Vanguard and HRIS interfaces.

Problem solved and fixed post go live development issues.

Collaborated with functional consultants on data conversion, by mapping fields in the legacy software to JDE.

Approved functional and technical documents for team members.

Generate Oracle SQL statements for various JDE teams.

Trained employee and consultant on Oracle BI Publisher for JD Edwards E1.


Post Upgrade Support 1 E1 Developer




Client Support 1 E1 Developer

Converted Create!forms to Oracle BI Publisher A/R Invoice, Water and Uitility Invoice, Purchase Order, A/P and Payroll checks, A/P Attachment, 1099, W2, and HR Action programs by creating .rtf templates, object repositories, and report definitions.

Setup employees so that payroll records will be generated for certain types of employee-A/P checks (System 04) and Contract/Service Billing T2 and T4 records (System 48S and 52).

Modified BI Publisher xdo.cfg file for MICR font.

Modified JDE objects to support BI Publisher user requirements.

Closely worked with key users on obtaining functional and design specifications for the converted programs.






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Provided knowledge transfer of programs and trained developer on BI Publisher.

Client Support 1 E1 Developer

Redeveloped Purchase Orders, Miscellaneous Invoice, A/R Invoicing, RMA, Bill of Lading, Service Work Order Estimate, Service Work Order, Parts Order Estimate, Acknowledgment Order, Pick Slip, A/P Checks, and Address Labels from Create!forms to Oracle BI Publisher. This was accomplished by creating .rtf templates, object repositories, and report definitions.

Developed new BIP Work Order and Dispatch Lists, as bar coding programs for work centers, parts list and operations.

Modified BI Publisher xdo.cfg file for MICR and bar coding font.

Research BI Publisher Purchase Order email distribution for their vendors.

Modified JDE objects to support multi-tiered group structures in the .xml file.

Implemented net Tools change for BI Publisher to ensure BI engine continues to produce same .pdf output.

Unit and system tested complete system, and supported operations for go live.

Worked with B/A’s to identify and analyze prior enhancements done to 8.12.

Retrofit JDE prior customizations of required enhancements into 9.1.

Performed CNC role/tasks to build and deploy packages and troubleshoot server errors.

Analyzed, quoted, designed, and coded several enhancements for their Manufacturing Work Order and Purchasing programs.

5 References

Responder shall provide contact information for a minimum of three (3) individuals who can comment on their professional work, preferably public sector related. Responder shall include contact name, entity name, phone, fax, email and physical address of each reference. Please also include a description of the project worked on and the role and responsibilities of the Responder during the project.

Responder Response

Company Name Blattner Energy

Client Since Dec 2010 - Present

Contact Name Mark Jungels

Contact Information Office: 320.356.2344 Email: [email protected]

392 County Road 50

Avon, MN 56310

Project Information For the past 7 years we have completed 2 upgrades and continue to supply various JDE E1 resources for support as needed.

Upgrade to E1 9.2 Project Manager

Working with client’s staff, built project plan, tasks, timeline, resources.

Reviewed 9.2 difference with team, defined impact and addressed.

Directed developers to retrofit 9.1 mods.

Addressed interfaces- DSI, CTC

E1 Developer

Analyzed and coded mods/ updates from 9.1 to 9.2

Wrote a system to maintain and report on sub-contractor hours related to jobs






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Worked on interfaces to DSI, HCCS, Docusphere, and CTC

Updated BI Publisher reports

Analyzed and resolved issues with applications and reports within Purchasing, Payroll, HR, Financials, & Job Tracking / Costing

E1 Developer


Wrote an interface to create text files for child support payments to the send to the state of Texas.

Analyzed and coded in E1 to retro fit mods/updates for 9.1 Release upgrade






CNC Consultant

Led and completed upgrade efforts

Upgrade to E1 9.1 Project Manager

Managed resources and tasks for the upgrade

JDE functional consultant Enterprise One 9.1


o Analysis of current setup o Provide better process for showing under-utilization.

Subcontract Management o Interfacing with third party document handling software 'Laserfiche' o Subcontracts application setup- logging, progress payments, lien waivers

HCM Consultant & Financial Consultant were available for questions and issues

CNC

Led and completed upgrade efforts E1 Developer













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Company Name Liberty Diversified Industries

Client Since Feb 1999 - Present

Contact Name Bill Pulles: Application Development Manager


5600 State Highway 169

New Hope, MN 55428

Project Information For the past 18 years we have supplied various JDE E1 resources for support as needed. Listed below are a few roles performed.

Sr. Distribution E1 Consultant Purchasing lead on JDE 9 implementation at a newly acquired manufacturing company in WI.





Assisted with other areas of the implementation as tasks required - Order to Cash, Warehouse/inventory management, manufacturing

Sr. E1 Developer Created numerous new Inventory and Sales Order reports.

Did a lot of enhancements and fixes to existing programs.

Modified a standard JDE C function to fix an EDI issue pertaining to Configured Kit Items.

Fixed several programs that were generating “Infinite Loop” errors in the server log files...even though the processes weren’t actually doing infinite loops.

Analyzed log files for multiple kernel crashes. I suspected that several business functions need to be rebuilt due to changes made to the P4210 processing options, in this case, the new fields were added to the middle of the data structure instead of at the end which affects all the existing fields that come after the new fields.

A larger part of my time was spent on developing the 410 report (also called SOS “Sales Order Shortage” report). Used it to prioritize work orders and to determine which orders can be staged for shipping each day. The report is submitted from a selection application I designed and developed after users complained that updating the processing options and data selection for each report was too cumbersome






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Sr. JDE Consultant Implement new CAM functionality

Define attributes to load into BI for CAM reporting

Resolve ongoing CAM application issues

Rewrite training materials for Finance, Distribution, Manufacturing and CAM (from Xe release to 9.0 release)

Setup fiscal year-end depreciation reconciliation process

Company Name MFA Oil

Client Since Mar 2007 - Present

Contact Name Gary Tinsley: Director of Inventory Accounting


One Ray Young Drive

Columbia, MO 65205

Project Information For the past 10 years we have supplied various JDE E1 resources for support as needed.

Sr. Financial E1 Consultant MFA upgraded their software from JDE 9.1 and has many business decisions that were incorrect thus leading to resetting up the JDE 9.1 database and converting old legacy information into the new E1 structure. This allowed MFA Oil better reporting capabilities and better management of the business.

My role as the lead functional consultant was to lead the process to better process flows and management reporting of tasks. This eliminated much double work and simplified business processes.

Additional items implemented – Online bill pay, remote deposits, consolidated banking, credit card processing, credit card maintenance file and multiple interfaces.

Change Management Advisor JD Edwards EnterpriseOne Sales Team Lead/Manager Assist and coach the project manager and the Change Team regarding all change

management initiatives

Develop end-user training program, and guide trainers through class delivery

Participate at a wide array of business analyst knowledge transfer workshops

Lead JD Edwards EnterpriseOne 9.1 Sales Order business process design and configuration

Create functional specifications for more than 20 DSI RF Systems, Inc. transactions

Supervise three consultants in Inventory Management Advanced Pricing, Roadnet load optimization, as well as Avalara AvaTax Excise and OneSource Sales Tax interface design






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6 Availability

6.1 Does Responder require a minimum number of hours for each project?

Simacor does not require a minimum number of hours for a project. Some of our client’s will simply need an answer to a quick question. While others need a project completed that will take months. For project based work, we do want to plan ahead and schedule the right resource (s) for the project. Your Account Manager, Jamie Hakes will be your point of contact and will work with you to schedule these projects and resources accordingly.

6.2 Is Responder available to work nights, weekends, and/or holidays if required for critical or time-sensitive project? If yes, please provide any applicable costs associated with nights, weekends, and/or holidays in Section 2 of Response Form 2 – Pricing.

Our consultants will work nights, weekends, and or holidays as the project dictates. Some activities are best implemented during off hours and our consultants will plan accordingly.






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7 Ability to Provide Scope of Services

The following is a list of work duties that are anticipated under this contract. This list is not meant to be all inclusive and duties may be expanded based on the County’s needs. Responders shall identify which of these services they will be able to provide under this contract.

Please note the skill level according to the key below and the number of years of experience with each.

*N = Novice M = Moderate E = Expert

JDE Application Skill Level* Number of Yrs.

Financial Management

15+ Years

Accounts Payable E

Accounts Receivable E

General Accounting E

General Ledger E

Budgeting E

Capital Assets E

Job Cost Accounting E

ACH Supplier Payments E

Purchasing & Distribution (not inventory or sales order processing) E

Supplier Self Service M

Subcontract Management M

Advanced Contract Billing M

Expense Management E

Human Capital Management

15+ Years

Workforce/Human Resources Management E

Position Budget Management E

Benefits Administration E

Payroll/Payroll Automation E

Employee Self Service E

Global Leave Management M

Time Entry M

Health & Safety M

Reporting/ System-Wide

15+ Years

Master Business Functions (MBF) E

BI Publisher E

Insight/Hubble or Reports Now Reporting M

One View Report Management M

Workflow Management M

JD EnterpriseOne 9.2 Upgrades (Application & Tools) E

QSoftware for Security Management N

Address Book E

E1 Pages E

Development (for Individual Responders Only) NA NA

Object Management Workbench (OMW)

SQL Programming, Reporting, Query

C or C++ Programming

Java

Named Event Rule (NER)

Business Functions (BSFN)

JDE EnterpriseOne Programming/Development






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8 Conformance to Terms and Conditions of the Contract

Please note that taking exception to any Terms and Conditions may affect your evaluation score. Both the number of exceptions and the severity of the exceptions will affect your score and your proposal may be deemed non-responsive. Any exception not contained within this section of the response form shall be deemed invalid and will not be considered.

Responders that take exception to any Terms and Conditions shall justify their exception and include proposed language in space provided. Additional pages may be added as long as they are clearly referenced in the spaces provided.

______ Simacor ________________ have read, understand, and shall comply with all Terms and Conditions. Responders that accept the County’s Terms and Conditions and Instructions shall check YES to clearly indicate their acceptance. Responders who take exception to the County’s Terms and Conditions and Instructions shall check NO and clearly indicate

their exception(s) and provide Responder’s suggested language.

__X___YES, I acknowledge that I have read and understand all Terms and Conditions and will comply in any resultant

contract.

_____NO, I acknowledge that I have read, understand all Terms and Conditions and will comply in any resultant contract

with the exceptions listed below.

If Exceptions were taken (NO was checked above), please complete the following:

Responder shall cite the specific Term and Condition or Statement of Work requirement for which an

exception is taken:

Responder’s justification for the exception:

Responder’s suggested change in language:

End of Response Form 1 for RFP-173223 JD Edwards Enterprise One Developer & Consulting Services






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SAMPLE RESUMES

Sr. JD Edwards HCM Consultant SUMMARY:

Over 19 years’ experience in human capital management consulting, business process improvement and system design.

Experience includes design and implementation of JD Edwards’s software human capital management applications aligned with critical business requirements and client specifications.

Expertise in project planning, management, information systems support, and problem resolution.

Experienced in process planning, technical writing, reporting, and project documentation, plus user acceptance testing and user group training.

Excellent record of JD Edwards’s human capital management implementations and upgrades.

PROFESSIONAL EXPERIENCE:

JD Edwards Canadian Payroll Conversions

Acting Project Manager and extra pair of hands for a company that is converting their Canadian companies from a separate instance of JD Edwards 9.0 and merging into current JD Edwards 9.2 environment.

Created project plan, developed schedule, resources and reported to IT conversion process.

Assisted users in system setup and validation of data. JD Edwards Enterprise One Phase Three Initiatives

Previous client requested consulting expertise for implementing timecard effective dating.

Prior to turning on this functionality, HR History needed to be analyzed and corrected. A plan also needed to be developed to create a history record for those individuals who did not have one for the data items impacted by the change.

Implemented Benefit Self Service for variable hour employees.

Designed and implemented a customized Manager Self Service solution. The customizations included a Manager Self Service Workbench program, Status Changes, Status Change Review, Reports and customized workflow. The processes developed included eight different status changes with five different workflow approval types.

Incorporated Cafe1 into self-service processes to improve the user experience.

Team Lead for benefits redesign including redesign of benefit groupings, adjusted setup, impact on employee self-service and vendor interfaces.

Assisted with testing customized driver time entry application which included interfacing time from DSI-fleet management software into E1 time entry batch file using a Panasonic Tough Pad.

JD Edwards Enterprise One Phase Two Initiatives

Previous client requested consulting expertise on the following Phase Two projects:

Designed and implemented customized W4 Inquiry program for ESS that displayed current tax election information.

Designed and implemented custom Employee Self Service W2 Inquiry.

FUNCTIONAL EXPERIENCE: JD Edwards Enterprise One and World Human Resources, Benefits and

Payroll Implementation and Support

Project Management

Data Conversion

Payroll Reporting

Client Relations

Business Process Review

Change Management

Training

Employee Self Service

Manager Self Service

INDUSTRY EXPERIENCE: Government

Public Schools

Construction

Restaurant

Military

Produce Grower

Corrections Services Provider

Manufacturing

Broadcasting

Oil and Gas

Event Planning

Gaming

Mining






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Designed and enhanced customized ESS Time Entry for Architectural and Engineering Group adding previous pay period copy functionality. The copy functionality saved entry of up to 50 lines of time entry each pay period and minimized data entry errors.

Incorporated Cafe1 functionality that allowed employees to view current time entered and summarize it by pay type and job.

Implemented Global Leave Administration and enhanced leave verification rules allowing requests up to -24 hours and editing on leave requests in four- hour increments.

Wrote technical specifications for and tested reports for Missing, Saved or Waiting for Approval ESS Timecards and Pending Leave Requests leveraging BI Publisher email capability.

Implemented Certified Payroll Reporting and Prevailing Wage functionality for future use.

Trained end users on One View Reporting.

Assisted with Year End W-2 and Affordable Care Act testing and issue resolution. JD Edwards Enterprise One Phase Two Initiatives

Previous client requested consulting expertise on the following Phase Two projects:

Completed reimplementation phase with chart of account redesign and move to new instance of E1 which had been started by another consultant.

Gathered interface requirements for Benefit vendors and created development specifications and tested design for Medical, Dental, Vision and FSA.

Provided guidance on an interface between client’s third-party onboarding system (PeopleMatter) and E1.

Implemented Benefits Self Service for new hires, qualifying events and open enrollment. Implemented updating personal information using self-service.

Implemented ESS Direct Deposit and Pay Stub Inquiry with customizations.

Designed and implemented customized W4 Inquiry program for ESS that displayed current tax information.

Designed customized workflow functionality for Benefits Self Service and Personal Information.

Implemented Retail PTO for weekly and biweekly hourly non-benefited employees based on hours worked.

Developed Shift Pay process that included adding $.50 per hour to an employee’s pay and appeared on the pay stub as separate Pay Type using standard functionality.

Setup Overtime Rule Set for overtime using a weighted average calculation.

Implemented custom wage progression process based on days worked using date in current job.

Designed custom program to house rates and custom reports to update employee rate.

Implemented Affordable Care Act Hours of Service Reporting and Information Returns.

Implemented Time Entry Self Service with minimal customization.

Implemented Global Leave Administration with minimal customization and standard system notifications.

Designed and implemented customized Employee Self Service W2 Inquiry.

Developed functional specification for ESS Time Entry for drives with time in/out stamp. JD Edwards Enterprise One Reimplementation

Turnkey reimplementation of Human Resources, Benefits and Payroll for a commercial real estate company that had outsourced all processes of HCM to a third-party processor and decided to bring those processes back in house within four months. Project involved analyzing outdated employee information, setup and history.

Determined what could be purged and what needed to be kept due to historical information in other modules within Enterprise One including General Ledger, Job Cost and Service Billing.

Developed conversion processes for payroll history, employee information and benefits enrollment.

Completed setup for the following modules Employee Information, Benefits Administration, Payroll, Timecard Automation, Overtime Rules, Time Entry Self Service, vanilla and customized processes for hourly time in and out and project (billable) time.

Completed setup and developed processes for integration with General Ledger, Accounts Payable, Service Billing, Job Cost and ADP for tax processing.

Assisted the implementation team in identifying and documenting key processes, integrated and user acceptance testing.

After go live completed phase two initiatives which included Security redesign, E1 Pages, Benefits Self Service (current and open enrollment), Auto Deposit, W4 and Workflow.

Worked closely with development on interface requirements for Benefits (HSA, FSA, Medical, Dental, Vision and 401K), and reporting requirements including One View Reporting.

JD Edwards Enterprise One Business Process Review






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Conducted two-week assessment of current Human Resources, Benefits and Payroll processes and made recommendations for improvement. Provided four weeks of training sessions for each functional area of HCM and provided guidance on restructuring current setup to make it more efficient.

JD Edwards Enterprise One Upgrades

Bulk Oil and Petroleum client was upgrading Human Resources and Payroll from World A.73 to Enterprise One 9.0 and was experiencing critical system issues one month prior to scheduled go live when Kathy was brought in to assess the situation and make recommendations. She quickly identified the problems and recommended go live be delayed and Human Resources and Payroll go live along with the rest of the company during their upgrade from Enterprise One 9.0 to Enterprise One 9.1. She identified tables for conversion from World to E1, cross mapped data and worked closely with IT on conversion testing. She redesigned benefits setup to be more streamlined, user friendly, and provided future growth for implementation to Benefits Self Service. Provided training and guidance to the client team and assisted them with user acceptance testing. Designed employee task views, mapped security requirements, developed report specifications and worked with Oracle on resolving system issues. Post go live she identified areas of process improvement, developed a process for Annual Bonus payments, EEO-1 Reporting, Open Enrollment for Benefits, tax updates, PTO rollout for Bi-Weekly and Semi-Monthly employees, established a process for assigning an address book number before the employee information is received and Year End testing and processing. Tested and documented back office timecard correction process for client to roll out when ready to use.

Human Capital Management Team Lead for an upgrade from One World 8.0 to Enterprise One 9.0/9.1 Tools Release, for a construction company with 5000 employees located in 26 states and overseas. She led the client Workforce Management Team in eliminating customizations and utilizing vanilla Enterprise One Human Capital Management. The client operates under a heavy union environment which included customized certified payroll reporting and a customized prevailing wage calculation solution. She worked with a team to redesign how equipment charges were entered through time entry, processed through payroll and re-classed prior to posting to the General Ledger which eliminated customizations to time entry. The functionality upgraded included Employee Information, Benefits Administration, Payroll, Equipment Time Entry, Timecard Automation, Overtime Rules, Quarterly Tax Reporting and Year End Processing. Kathy assisted the client with reviewing and redesigning business processes to leverage the software, test scenario development, functional, integrated and user acceptance testing. Kathy also led the Safety and Claims group in implementing the Health and Safety module in order to automate and track Employee, Property and third- party safety incidents, internal analysis reporting and OSHA and BLS Reporting.

Human Capital Management Team Lead for an upgrade from World/One World XE to Enterprise One 9.0 for a construction company located in 23 states. Kathy led the client Payroll Workforce Team in implementing vanilla Enterprise One instance from two heavily customized World environments. She worked with the development team to convert 38 tables in the HCM Module from World to E1 9.0, including cross mapping of changed data elements, employee data from a third-party HR system and a redesign of the chart of accounts. The client operates under a heavy union environment which included customized certified payroll reporting, prevail ing wage calculations and Davis-Bacon. Implemented Employee Information, Benefits Administration, Payroll, Timecard Automation, Retroactive Pay Rules, Overtime Rules, Employee Self Service, Benefits Self Service, Competency Management (training only), and Manager Self Service (for inquiry purposes). Worked closely with cross functional teams including Materials Management, Job Cost and Equipment. Assisted implementation team in identifying and documenting key processes, development of test case scenarios and integrated and user acceptance testing.

Human Capital Management Team Lead for an event planning corporation during their upgrade from Enterprise One 8.10 to Enterprise One 9.0. Assisted the upgrade team in identifying key processes and updating test case scenarios to support unit, integrated and user acceptance testing. Reviewed the net change between 8.10 and 9.0 with the upgrade team and identified areas of process improvement. Adjusted the setup and tested the changes. Identified software issues and worked with Oracle Global Support on resolutions. Worked with development on retrofit and testing of modified objects including Self Service Time Entry and ADP interface for payments and payroll taxes. Provided recommendations on improving business processes and utilizing existing and new functionality in Enterprise One.


Engaged as the Human Capital Management Team Lead for a commercial real estate developer for an upgrade from Enterprise One 8.10 to Enterprise One 8.12. The client has 2200 employees located in 30 states and completes tax reporting for over 250 tax entities. Guided the user community in identifying key processes and developing test case scenarios to support unit, integrated and user acceptance testing. Adjusted setup and tested the net change between 8.10 and 8.12. Identified software issues and worked with Oracle Global Support on resolutions. Worked with development on retrofit and testing of modified objects. Developed a streamlined annual workers compensation audit process which balanced data between Payroll Month History, Detail Timecard






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History and Quarterly 941 reports. Converted company executives first quarter year to date information from ADP to E1. Assisted client in redesign of retirement plan calculations and benefit plan rate changes, testing and implementation to production. Guided the payroll team through Vertex tax and year end testing. Provided recommendations on improving business processes and utilizing functionality in Enterprise One, Documented processes and conducted training and user documentation. Implemented ESS Time Entry for non-exempt employees. Implemented Global Leave Administration for PTO requests, bereavement, leave of absences and jury duty.

Human Capital Management Team Lead through integration testing a reimplementation from World 7.3 to Enterprise One 8.12 for an oil drilling company with 7000 employees’ worldwide. Guided the HR team in the writing of conversion specifications and assisted with the conversion testing of US and Expatriate employees from two World environments and third-party nationals, local nationals and subcontractor employee populations from other Human Resource systems into one single Enterprise One Employee Master. Assisted with mapping and documenting specifications for 13 interfaces into other software systems or third-party providers including payroll outsource providers (ADP, Celergo, Sage, RM Labore and Meta Quatro), Kronos, Skills XP, Success Factors and benefit outsource providers. Designed a customized Address Book Self Service solution and process to meet the client’s needs for updating employee’s personal information through the portal. Developed specifications for a modified Manager Self Service program for status changes. Assisted the HR team in mapping standard and custom workflow processes including approval routing, notifications and delegation. Designed a custom multi-currency HR process and conversion to US Dollar rates and an interim compensation management solution.

Assisted previous client with an upgrade from JD Edwards Enterprise One XE to Enterprise One 811 SP1 Payroll through integrated testing. Responsible for review of current payroll processes, net change between the two releases and recommended changes to gain functionality and process improvement. Developed test scripts for the payroll team in order to facilitate functional and integrated testing. Completed review and tested the setup of the software. Provided mentoring to the payroll project team. Provided guidance to the team with redesign and clean-up of deduction, benefit and accrual set up in order to make better use of new wage attachment functionality and history retrieval. Tested performance gains with multiple version payroll processing and assisting with testing of customizations to the Quick Hire Process, Workflow, Manager Self Service and Employee Self Service modules.

Served as a Human Capital Management Consultant for a JD Edwardsmigration from World to Enterprise One 8.11 for a large glass manufacturer. The migration included decentralized HR and Payroll functions for 27 plants located in 17 states. Designed a customized job step progression solution for the client that exceeded expectations and performed better than the standard software functionality. Redesigned a profit share payment that was a modification to the payroll process to a custom set of programs without modification to the software. Assisted with mapping and testing five different third-party time entry programs. Redesigned vacation accrual calculations. Reviewed current payroll and HR processes and recommended changes to gain functionality from the new software. Provided mentoring to the project team. Reviewed reporting requirements and made recommendations to the development team. Assisted with migration support and testing for functional, integrated, acceptance testing and go live. Participated in acceptance testing by conducting three successful parallels. Reviewed tax calculations and tax reporting to ensure federal, state, county and local tax reporting requirements were met. Researched, resolved and documented software issues.

HCM Consultant for a large services company’s financial migration from JD Edwards World to Enterprise One XE. Provided guidance and conversion support for the redesign of the chart of accounts and its impact on Human Resource and Payroll historical data, tables and set up. Documented the requirements and worked with the development team on creating conversion programs to change the data impacted by the chart of accounts redesign. Participated in functional, integrated and acceptance testing. Conducted impact analysis and initial testing on future upgrade to Enterprise One 8.10.


Served as payroll consultant for a JD Edwards Migration from World to Enterprise One XE for a large corrections services provider. The client had over 14,000 employees in 21 states. Responsible for review of current payroll processes and recommending changes to gain functionality from the new software. Developed test scripts for the payroll team in order to facilitate functional testing. Completed review and tested the setup of the software. Provided mentoring to the payroll project team. Reviewed reporting requirements and made recommendations to the development team. Assisted with migration support and testing for both the integrated testing and go live. Participated in integrated testing by conducting three successful parallels. Reviewed tax calculations and tax reporting to ensure federal, state, county and local tax reporting requirements were met. Researched, resolved and documented software issues. Tested year end functionality and documented results.

JD Edwards Enterprise One Employee Self Service






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Client initially requested implementation services for compensation and performance management in E1. During the testing phase of the project, the client realized the management and employee population were not ready for an automated process and changed direction. Worked with the client to develop a compensation and performance appraisal process handled outside JD Edwards and then imported into E1 8.12. Implemented Employee Self Service for Personal Information, W4 Changes, customized Pay Stub Inquiry, and customized Auto Deposit Instructions. Employee Self Service also included customized programs to update email address for workflow notifications and Opt In/Out for pay statement mailing. Assisted with Websphere portal development and design. Guided the client through data cleanup including proper use of original hire and date started, address book and tax overrides. Led team of users in setting up and designing resource competency tracking including training, certifications, degrees, accomplishments and languages.

Assisted client with setup and roll out of employee self-service on Enterprise One 811 SP1. Self-service included benefit events for benefits open enrollment, qualifying events, employment verification, mail merge, address changes, emergency contact information, W4 changes, and direct deposit. Completed set up of W4 withholding tables, benefit plans, eligibility requirements, qualifying events, process script flows and director text. Tested bringing live data to work tables, work flow process and approvals, and work files back to live data. Developed menu structure and mapped security for the new programs included in Self Service. Conducted an impact analysis along with the Plant Safety Team to determine the best solution for health and safety management software. Worked with development team on insurance carrier feeds, to reduce duplicate data entry and errors in employee insurance information. Assisted client with 2006 year end process.

JD Edwards Enterprise One Support

Provided go live support and issue resolution to a county government after they upgraded fromEnterprise One XE to Enterprise One 8.10. Provided support for the payroll, benefits and ESS modules, answered questions and resolved problems for the end users. Provided recommendations on improving business processes and utilizing functionality in Enterprise One. Tested electronic software updates, provided end user training and end user documentation.

Provided go live support and issue resolution to a large television news organization after they migrated from World Software to Enterprise One 8.0. Provided guidance and training for Year-End W-2 and Quarterly SUI Reporting. Provided support, answered questions and resolved problems for the end users. Worked with JD Edwards Global Support on reporting, testing and resolving software issues. Tested ESU’s and provided end user documentation.

Assisted client with their open enrollment process for 17,000 employees. Streamlined entire benefits set up by reducing benefit groups from 128 to nine. Eliminated multiple plan ids and designed benefit setup with future migration to employee self-service. Helped the client redefine their benefit enrollment processes. Worked with the development team on mapping the open enrollment data for upload into JD Edwards. Assisted with mapping data for carrier feeds. Tested Vertex upgrade 2.5.2 and reviewed tax calculations for federal, state, county and local tax reporting and compared results against applicable withholding tables. Tested upgrades effect on pay codes taxed at the supplemental tax rate. Tested deductions that have tax overrides and benefits that are considered taxable cash benefits. Developed a Vertex test script for the client to use for future Vertex upgrades.

JD Edwards Enterprise One Support

Assisted a large produce grower with data clean up in preparation for migration from World Software to Enterprise One software. Provided end-user training in Human Resources and Benefits for World software. Provided guidance on job information and employee historical information data clean up. Helped the client redefine tracking of information and changes in the Employee Master such as transfers, turnover reporting, change reasons, family medical leave and applicant tracking. Assisted the client with setting up new benefit offerings, tracking of employer paid costs and COBRA processing.

Provided go live support and issue resolution to J.D. Edwards when they migrated from World Software to Enterprise One XE. Tested software functionality and was involved in testing of release updates and ESU’s in development. Also provided quality assurance testing for new functionality offered on future releases of the software.

Conducted needs analysis and system setup support for a large dairy manufacturers Payroll, Human Resources and Benefits implementation. Provided feedback and guidance for process improvement.

Provided implementation support and consulting services for client's JD Edwards Enterprise One systems. Reviewed Sales Order setup and tested software functionality. Evaluated Payroll, Human Resources and Benefits process. Documented business procedures. Provided feedback and guidance for process improvement.

JD Edwards World Implementations

Served as lead consultant for a JD Edwards World Implementation for Payroll, Human Resources and Benefits for a metropolitan public school system with 12,000 employees and 7,000 pensioners. Responsible for defining the project scope and objectives and the project timeline. Completed and tested the setup of the software. Provided training to the clients project team. Defined the






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employee data and historical conversion process. Defined and tested the interface to a third-party vendor for a substitute teacher call in system.

Implemented JD Edwards World Payroll, Human Resources and Benefits for a major city government with more than 10,000 active employees and 5,000 pension employees. Defined project scope and objectives. Determined client needs. Planned implementation process and timeline. Setup and modified software. Provided software training to client employees. Developed user guides. Defined data conversion process. Performed functional readiness assessments to evaluate documented business procedures. Configured system. Facilitated functional and integrated pilot testing. Evaluated client business processes and provided feedback and guidance for process improvement. Authored status reports that documented the implementation's progress and accomplishments, process improvement procedures and critical issues resolutions. Led the efforts of a 16-member project team.

Implemented JD Edwards World Payroll and Benefits for a construction company. Defined project scope and objective. Determined client needs. Setup software, including union setup. Provided training for client employees. Developed user scripts. Performed functional readiness assessments to evaluate documented business procedures, system configuration, and staff training and to provide direction for improvement. Participated in an integrated conference room pilot. Provided feedback for process improvement. Served as a team lead for Payroll and Benefits.

Participated in a JD Edwards World Payroll, Human Resources and Benefits implementation for a major construction company. Developed user scripts. Tested software setup. Assisted with parallel testing prior to conversion. Provided conversion support, staff training, post go-live support and issue resolution. Assisted with the development and testing of an interface for time entry uploads

EDUCATION: Bachelor of Science, Broadcast Journalism and Speech

Communication

South Dakota State University, Brookings, SD

CERTIFICATIONS / TRAINING: Oracle J.D. Edwards Implementation Champion Skills

Assessment Test - HR

PROFESSIONAL MEMBERSHIPS American Payroll Association

JD Edwards HCM / Financials Consultant SUMMARY:

Senior JD Edwards systems HCM / Financials consultant with over twenty years’ experience on seven full-cycle implementations and numerous post go live support and enhancement projects. Strategic consulting in business process re-engineering, systems implementations, troubleshooting, change adoption user support and training. Seasoned leadership individual with strong technical proficiencies, a strong business applications skill set, and proven project management experience. My experience in project management, upgrades, implementations and support includes design, conversion, cutover, testing plans, training and execution. Worked closely within the PMO space on numerous projects. Work well with technical developers on report specifications, interfaces, conversions and enhancements. Have thorough understanding of development life cycle and deployment.

Performed project management, issues resolution and escalation, business process analysis, planning, budgeting, and design of systems. Managed day-to-day system support and developed functional and technical enhancements to accommodate business requirements and operational changes. I have excellent communication, planning, and problem-solving skills and a demonstrated ability to translate complex concepts into affective systems designs. PROFESSIONAL EXPERIENCE: PAHR SERVICES, LLC, Dallas, TX (2012 – 2017) Senior HCM/Financials Consultant

Responsible for assisting clients in business process re-engineering, systems implementations, troubleshooting, change

management and adoption, user support and training.






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Tool skills include; JD Edwards E1 (World, XE, 8.12 & 9.0, 9.1,9.2) Skilled in Human Resources, Benefits, Payroll, ESS and MSS, Financials (AR, AP, FA, GL, EM, CAM, Job Cost)

Extensive experience is other modules within JD Edwards, bidirectional interfaces and interoperability


Thorough understanding of data dictionary, ESU escalation, project escalation, address book, AAI’s both DELOITTE CONSULTING, Dallas, TX (2010 – 2012) Senior HCM/Financials Consultant

Tool skills include; JD Edwards E1 (World, XE, 8.12 & 9.1, 9.2), Skilled in JD Human Capital Management, Financials (AR, AP, FA, GL)

Full life-cycle implementations 1) HR/Benefits/Payroll Transformation Project for Real Estate Services Company 2) Job Costing / Project Costing, Human Resources/Payroll for Capital Asset Management Company – Commercial Property

Industry experience around Commercial Real Estate, Construction, Discrete and Process Manufacturing, Infrastructure, Facilities Services, and Retail companies.

PAHR SERVICES, LLC, Dallas, TX (2000 – 2011) Senior JD Edwards Consultant

Partnered with numerous large and boutique consulting firms on varied projects involving Human Resources, Benefits, Payroll,

ESS.

Tool skills include; JD Edwards E1 (Release World, 8.11, 8.12 & 9.0 and 9.1) SharePoint, Visio, PowerPoint, & Advanced Excel

Skilled in JD Edwards Workforce Management and Financial Modules, working in areas such as Human Resources, Payroll and Benefits Payroll, Regulatory compliance.

Full life-cycle implementations 1) JD Edwards Implementation and Consolidation project for numerous infrastructure construction, real estate management, government, distribution and manufacturing companies. Extensive exposure to financial processes and system adaptation

II Stanley Company, NA (1990 – 1999) North American Corporate Controller (Japanese Parent)

Reported financial results and recommendation to the weekly Corporate Planning Management Committee. These included industry trends, economic indicators, input from manufacturing efficiencies and other strategic data that would assist in the business planning.

Provided financial analyses as needed, in particular for capital investments, pricing decisions, and contract negotiations. Coordinated the provision of information to external auditors for the annual audit

Monitor debt levels and compliance with debt covenants

Compliance with local, state, and federal government reporting requirements and tax filings

Project manager/financial lead for numerous IT initiatives in the growth period of the company. Program Manager and lead over the J.D. Edward’s World ERP implementation. System design and implementation administrator for Infinium Financial Software.

Adapted Kronos time entry for 6 locations to JD Edwards.

Collaborated on the development of a cost accounting system and established the methodologies to accurately capture cost information relevant for making good business decisions.

Supported both Infinium and JD Edwards World integrated software. Participated in multiple software selections and business process reviews.

CLIENT List:

Food Manufacturer (July 2017 – October 2017) Senior HCM/Payroll Business Analyst (Partially Remote)

Requirement definition of existing processes in preparation for upgrade to 9.2

Troubleshooting HCM/Payroll issues and enhancements

Process changes in preparation for ESS and MSS implementation in 2018

Extensive break/fix on standard functionality

Rollout of standard functionality to replace custom applications Global Chemical Manufacturer (March 2017 – September 2017) Senior Financials Business Analyst (100% Remote)

Requirement definition, design and implementation of Expense Management Module 9.2






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Designed, developed, configured, tested and trained module to replace third party system

Currently in deployment stage Real Estate Investment Firm, Dallas TX (January 2016 – April 2017) Senior Financials Business Analyst and Financials Reporting

Rolled out the current updates for benefits module to accommodate ACA reporting for 2015,2016

Assisted with payroll related issues between JD Edwards and ADP

Supported Employee Self Service for all functionality except Global Leave

Expand and implement JDE functionality in AR/GL/AP/FA and Real Estate Management

Troubleshooting user issues and fielded technical issues in all modules

Project team lead for Advance Real Estate Forecasting initiative in conjunction with EPM reporting tools Food Manufacturer and Distribution (2015) Senior Human Capital Management Consultant Ongoing Support for HR/Benefits and Payroll

Support and configure requirements for Human Resource onboarding, benefit enrollment and payroll processing.

Set up for Puerto Rico and Canadian implementation for go live.

Led migration and conversion to ADP Tax Reporting and the installation of Kronos time entry.

Coordinated all locations for implementation of new functionality and prepared training documentation

Lead for adoption of new business processes.

Assisted with year-end processing and ACA reporting for 2015 Electronics Manufacturer, Mt. Prospect, IL (2015) Senior Financials Lead Full Implementation of Financial modules in 9.1

Implemented JDE E1 9.0 as a replacement to their current JD Edwards World Legacy System

Standardized and organized their financial structure in a single manner to automate taxation, service line reporting, and operational budget and margin analysis.

Corporate lead for the design and implementation of the financial modules in Enterprise One 9.1 for the corporate consolidation company.

Designed and configured the global chart of accounts for future roll out of 9 subsidiaries

Worked with developers on data conversion of seven entities from desperate legacy systems.

Planned, executed change adoption and user training and testing Infrastructure Construction, Houston, TX (2014) Senior Human Capital Management and Payroll Project Lead

Provided post go live support and troubleshooting on Enterprise One 9.0 for the functionality problems the client was experiencing in the Human Resources, and Payroll modules.

Worked closely with the accounting team to ensure automatic accounting instructions were configured to properly cost labor, burden and taxes and integration touch points were functioning properly between payroll, accounts payables and general ledger.

Worked closely with internal business analyst to apply 37 ESUs for year end and quarter end tax calculations.

Worked on numerous issues with the custom overtime and prevailing wage troubleshooting as well as Davis Bacon, union calculations and field operations processing.

Infrastructure Construction, Hamilton, NJ – Houston, TX (2012 - 2014) Senior Human Capital Management and Payroll Project Lead

Large global upgrade implementation of the Enterprise One 9.1 HCM modules and payroll.

Support and design of project controls of onboarding payroll for three new acquisitions.

Set up for Puerto Rico and Canadian implementation for Jan 2014 go live.

Led migration and conversion to ADP Tax Reporting and the installation of Kronos time entry for a new project with an expected 7500 employees.

Coordinated all locations for implementation of new functionality and prepared training documentation on new business processes.

Managed requirements definitions, issue resolution and time line dependencies for post go live support for Phase 1 go live. Implementation was for a division with approximately 4000 employee in 14 states. Kronos interface for time entry. Client has multiple






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unionized facilities, multiple pay cycles, and international payroll processing for numerous countries and expats. Coordinated all support for full life cycle upgrade/ implementation from World 7.3 to EnterpriseOne 9.1

Building Services and Leasing, Newton, MA (2010 - 2012) Senior Finance – Human Capital Management Lead

Mentored 2 Deloitte junior consultants in HR/Payroll, Job Cost and

Large global upgrade implementation of the responsible for requirements definitions, configuration, migration integrity testing, training and deployment of EnterpriseOne 9.0 products.

Managed client, consulting, and development teams to successfully deliver data conversions, system enhancements, customized workflow, reporting outputs, and integration requirements.

Created control processes for uncommon amount of exception processing within the union structure. Implemented prevailing wage and Davis Bacon functionality for over 100 union locals

Full life cycle upgrade/ implementation from World 7.3 to EnterpriseOne 9.0.1 Electric Infrastructure Construction (2009 - 2010) Senior Human Capital Management Lead

Lead HCM consultant for migration project from World 7.3 to EnterpriseOne 9.0.

Responsible for requirements definitions, configuration, migration integrity testing, training and deployment of EnterpriseOne 9.0 products

Developed and adapted the new functionality to accommodate custom programs written over the past 10 years.

Adapted Kronos timekeeping interface to new E1 version

Collaboration with developers on report specs custom modifications and forms modifications.

Created and delivered training for financial, procurement, work orders equipment management and HCM functionality at remote locations.

Marine Construction, Newark, NJ (2009) Senior Human Capital Management Financials Lead

Lead Financials and HCM consultant for migration project from World 7.3 to EnterpriseOne 9.0.

Financial mapping conversion, testing, validation, training and migration

Responsible for requirements definitions, configuration, migration integrity testing, training and deployment of EnterpriseOne 9.0 products

Developed and adapted the new functionality to accommodate custom programs written over the past 10 years.

Adapted Kronos timekeeping interface to new E1 version

Collaboration with developers on report specs custom modifications and forms modifications.

Created and delivered training for financial, procurement, work orders equipment management and HCM functionality at remote locations.

Global Infrastructure Construction, Dallas, TX (2008 - 2009) Senior Human Capital Management & Payroll Consultant

Project Lead Human Capital Management portion of full ERP implementation of EnterpriseOne 8.12.

Responsible for requirements definition, configuration, testing, training and deployment of the implementation for Human Resource, Benefits, Payroll modules and Kronos time entry for employer with more than 1,800 employees in six major divisions in 35 states.

Heavy union management and job costing. Over 150 Union locals to accommodate many different agreements.

Configured the following modules: Applicant Tracking, Competency and Performance Management as well as Payroll and Benefits; prepared training and user documentation using the UPK tool.

Worked closely with technical consultants on conversion mapping, interface specifications and testing to ensure interfaces were properly deployed and functioning as designed.

Home Builder, Las Vegas, NV (2007) Senior Payroll Consultant

Full life cycle implementation of the Homebuilder, Financials, HR/Payroll and Procure-to-Pay modules. Worked closely with the accounting team to ensure automatic accounting instructions were configured to properly cost labor, burden and taxes and integration touch points were functioning properly between payroll, accounts payables and general ledger.

Defined, designed and configured Human Capital Management, Benefits and Payroll modules for base of approximately 1000 employees.






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Property Leasing, Napa, CA (2007) Senior Financials Consultant

Lead consultant on implementation of EnterpriseOne 8.11 HR/Payroll modules.

Document and maintain issues log and prepare status reports.

Worked closely with technical consultants to ensure interfaces were properly deployed and functioning as designed.

Performed in-depth requirement definition, business analysis and production system evaluation reviews.

Completed system implementation and delivered training to super users.

Food Processor (2005 - 2006) Senior Human Resources/Payroll – Financials Consultant

Lead consultant on implementation of EnterpriseOne 8.11 HR/ Payroll modules.

Document and maintain issues log, and prepare status reports.

Worked closely with technical consultants to ensure interfaces were properly deployed and functioning as designed. Performed in-depth requirement definition, business analysis and production system evaluation reviews.

Completed system implementation and delivered training to super users.

Provided one-on-one training to super users in Human Resources, Benefits and Payroll

1996 – 2006 Various clients

Numerous short-term project on enhancements for construction, infrastructure, casinos, food service, discreet manufacturing, government entities, energy companies, REITS, and many other business segments.

EDUCATION:

Western Michigan State University, Haworth College of Business

Master of Business Administration (MBA)

Kalamazoo, MI

Sr. JD Edwards Financials Consultant Extensive international business process and system delivery skills from the user and implementation perspective. His diverse domestic and international business experiences and hands-on approach leverages ERP package and custom solutions as needed to offer detailed and high-level insights into creating optimum client processes and regulatory compliant systems through standard and custom software solutions with JDE software. PROFESSIONAL HISTORY 1992 - Present Enterprise Process & Systems Architect 1990 - 1992 International Corporate Controller 1984 - 1990 Controller, Division Manager,

1980 – 1984 Senior Accountant SELECTED ENGAGEMENT HIGHLIGHTS: Renewable Energy Engineering and Installation Firm – JDE E1 9.2 Net New Account

Finance Team Lead – Lead the design, configuration and testing of new Chart of Accounts, General Ledger reporting, Accounts Payable, Accounts Receivable and Fixed Asset modules for new E1 9.2 client. Defined and validated banking interfaces and file transfer architecture to automate banking activities. Integrated with external expense management solution to support daily accounts payable operations. Managed data conversions and opening data for system start-up. Designed and deployed E1 Pages by module and E1 Watchlists to monitor system health status by functional area. International Jewelry Design, Manufacture and Retail – JDE E1 9.1 Upgrade with Retrofit of 1200+ Modifications

Financial Consulting Lead on ERP package, 1200+ custom object retrofit, menu and security access redesign across core and custom objects/reports. Conducted end user workshops, requirements gathering, object specifications, testing and validation from






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use and SOX perspectives. Documented test results based on Oracle LoadRunner & UPK scripts. Identified non-scripted gaps and issues for team discussion and resolution. Hands on with packages, products and Sharepoint collaboration tools. Delivered compliant, go-live ready system within established timeframe with minimal business issues across systems and 35+ integrations. JDE E1 9.1 / Business Objects / Oracle DB International Restaurant Operation – JDE E1 9.1 & 8.12 Global Chart of Account Redesign

JDE team lead on Company, Business Unit and Chart of Accounts redesign to capture operational and tax efficiencies worldwide. Lead internal resources on retrofit design, analysis, development and testing global redeployment. Define needed Proof of Concept framework, criteria of POC success and timeline. Address localization considerations in EU and Asian Markets with specific emphasis on Russian E1 localization compliance and redeployment implications. Created global consolidation structure incorporating release differences between 9.1 and 8.12 instances for client delivery.

Major Upstream Oil & Gas Producer – JDE 8.0 to E1 9.1 Upgrade

Financial team lead on Disbursements and Cash Receipts for this major Canadian oil producer. Lead internal resources on retrofit design, analysis, development and testing of internal customizations for go-live cutover. Conducted business process cycle testing and validation using variants of Oracle Unified Methodology (OUM). Coached team on best practices and trouble-shooting methods. Documented, managed and maintained JDE E1 9.1 defect resolution process via Atlassian JIRA Agile process software for seamless go-live cutover. Leverage OVR reporting as an integral tool for team. International Gold Mining Company, Global JDE Operating & Financial Model Design, JDE E1 9.0

Global Finance Team Lead for Design of JDE E1 applications for Operations, Financial Reporting & Transaction processing for 1.1M gold equivalent ounce operation. Trained project team on JDE architecture and software best-use practices to design global Company, Business Unit and Chart of Accounts structure supporting world wide operations. Obtained organizational signoffs and loaded global design into E1 9.0 system for deployment. Advised on data conversion approaches, global model support and on going support and maintenance considerations. U.S Pharmaceutical Manufacturer, FDA Remediation action on JDE Validated System, JDE E1 8.0

Finance lead on team engaged to remediate FDA Stop-Shipment order. Part of overall CMP plan to create compliant processes, system functions and documents to support and execute quality processes and controls in preparation of follow-up FDA reviews. Efforts resulted in the removal of FDA sanctions while improving level of JDE processes and controls, resulting in the lifting of FDA sanctions.

U.S. Medical Appliance Manufacturer - International Ops: JDE E1 Upgrade & SOX 404 Project JDE E1

Program Manager / Architect for Enterprise upgrade including JDE E1 8.0, Websphere, FDA compliance and custom software for Financial, Distribution & Manufacturing sites internationally. Lead architecture upgrades to a highly modified and integrated environment leveraging international site architecture. Integration model includes interactive websites, manufacturing execution system – Datasweep, Purchasing, Inventory and Sales Order processing. Rolled out net new functionality and ABC costing while expanding depth and breadth of JDE functionality used by client processes. Worked with internal resources to ensure SOX404 compliance for internal control reviews on E1 8.0 processes for this public co. International Gold Mining Company, Global Template Rollout based on JDE E1 9.0 upgrade from 8.10

North America Finance team lead for global template model rollout for this 2.5M Gold Equivalent Oz. producer worldwide. Lead deployment of template, user acceptance testing and design refinements. Identified and designed underground mining business architecture design, including model BU & Chart of Accounts for incorporation into globalconsolidation template. Worked on transition mapping of redesigned business units, chart of accounts and job cost structure. International Engineering with U.S. Headquarters, Finance Team Lead E1 9.0 upgrade from World

International Finance team lead for ETO & job cost design and configuration utilizing Global Template Model. Redesigned Chart of Accounts for global use and alignment. Developed E1 9.0 business reporting structure with Corporate and Site users. Blueprinted and documented global model and site specific designs for go-live. Helped create and manage project standards, security and task architecture. Leveraged train the trainer model for client, created UPK module content.

International Bio-Science with U. S. Headquarters: Finance Upgrade/Subsidiary install- JDE E1 8.12 from World

Finance Team Lead for General Ledger and advanced cost accounting activities of private firm. Upgrade of finance modules from JDE World Software to 8.12 while concurrently converting recent acquisitions from legacy EU systems to 8.12. Lead team through Planning, Design, Build, Test & Consolidation phases. Oversaw 7 internal resources and 2 business partner firms to deliver project






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phases on time, on budget. Drove reduction on manual processes through system and technical architecture while leveraging a global UPK template. Deploy localization solutions integrated with the global model for 11 country sites. U.S. Pharmaceutical Distribution with International operations: International Financial Roll-Out JDE E1 8.0

Program Manager for enterprise roll-out with locations in US and Europe with Financials and third-party distribution model. Lead team on migration track to successful, on-time go-live across worldwide locations. Created financial reporting infrastructure including: multi-currency financial reporting structure, close and consolidation processes with custom management reports using the reporting toolset. Provided end user documentation, training and best practices approach to ensure project success to user community. International Food Products Co., Worldwide Consolidation & Reporting JDE World A7.3

Financial Consolidation Lead - Installed and configured custom consolidation programs to create roll-up of Country/Site Locations in South America and Central America food process operations. Created consolidation process flows with client and formalized into an overall reporting procedure. Designed and built financial reports to client specifications. Trained client staff in the global consolidation and validated local processes for data submission to Corporate Parent. International Petroleum Joint Venture: Financials, Distribution, HR & PR System JDE World A7.3

Supported Oil & Gas Upstream & product processing using Financial modules in JDE, Job Cost & job cost interfaces/exports. Project Lead - Installed and converted to Multi-Currency Payroll system for 3800 employees within the Joint-Venture. Lead team of 25 users and programmers to define statutory requirements, new business processes and procedures. Trained client staff in the use of Payroll/HR system, desktop procedures. Procurement/Distribution and custom modules, prototyped large scale Plant & Equipment maintenance implementation.

U.S. Food Products Company - Financial Implementation of JDE World A6.2

Designed, converted and implemented JDE Financials for nationally known frozen food processor. Interfaced operations running on Marcam Prism to General Ledger based on summarized activity. Designed chart of accounts, financial reports and monthly close process to finance team. Provided training and post go-live support to end users.

1992 - Present - Senior Financial Process & Systems Solution Architect leveraging JD Edwards Software

Specializing in Enterprise process & systems architecture for Finance, Distribution & Manufacturing modules. Emphasis on front-end business review and needs analysis to ensure accurate and sustainable solutions. Able to quickly assess client work processes and quantify options given software, workflows, re-engineering and user resources. Experienced in functional operations/reconciliations, technical issues and architectural considerations including data migration, compliance and internal control/data security considerations. Designed timeframes, milestone dates and detailed task list to ensure project performance. Offered multiple solutions to business processes unique to their respective industries, reporting requirements to cover options.

Adept at creating custom program specifications defining variables and their functions to address business processes while observing Enterprise design standards as needed for public and private entities.

Able to work issues and opportunities from an IT and/or Financial operations perspective to address stakeholder interests and leverage technology to provide operational process improvements.

1990 - 1992 Corporate Controller- Australia-New Zealand Direct Line - JD Edwards World Software

Responsible for the accounting and financial performance on a JD Edwards World software platform for this international multi-modal transport company based in California. Direct and indirect supervision of 23 professionals in 5 countries. Responsible for recruiting, staff development and annual performance reviews. Tracked Vessel/Voyage, Port Operations and national intermodal activities to monitor monthly plan performance. Managed all Container/Equipment leasing activity. * Designed consolidated financial statements for 7 entities in 6 currencies. Produced multi-ledger, multi-company financial reporting

packages. Utilized job-cost to report on Vessel and Voyage activity for performance analysis. * Created Company/Business Unit/Chart of Account schemes to reflect legal and business relationships. Acted as Project Manager

on the international deployment of enterprise software modules to support new business lines. * Managed the introduction of new business operations into financial close processes while meeting USDA statutory reporting

requirements as a result of new activities. * Incorporated EDI into daily/monthly routines from international operations. * Defined record layouts, directed programmers and de-bugged initial output prior to live integration into live AS/400 environment.

Established conversion schedule, met targeted milestones and accomplished transparent conversion of Australian and New

Zealand operations.






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1989 - 1990 Controller- Termo Oil & Gas Company

Renovated the Oil & Gas Accounting system for this Petroleum and Real Estate firm based in California. Utilized LAN network and an Oil & Gas package solution to process Joint Interest Billings, Revenue Distributions, Delay Rentals, Gas Balancing, Suspense releases on a monthly basis. Analyzed Producing Property packages for sale for investment. * Completed conversion to Network based Oil & Gas operating software. Educated users on functionality of new applications to

increase workflow and data integrity. * Performed monthly Joint Interest Billing and Revenue distributions on Operated and Non-operated properties * Acted as MIS administrator on behalf of the company, managing network server, connectivity and defining hardware/software

requirements. * Performed Audits of major international oil company in accordance with Council of Petroleum Accountants (COPAS) Joint

Operating Agreement (JOA). Interpreted and noted almost $1M of audit exceptions recouped from US Major. 1984 - 1988 Division Manager- Presidio Oil Company – JD Edwards World Software

Responsible for Upstream accounting for the firms most strategic operating unit. Utilized JD Edwards World Software as revenues were doubling annually for this AMEX listed entity. Promoted from Financial Analyst. Enterprise World A3.x * Managed unitization calculations, gas balancing agreements and revenue suspense analysis. Filed royalty and statutory reports

for Federal (MMS) and State agencies. Maintained DOI files for JIB & Revenue. * Heavy integration work of acquisitions/new producing properties into existing JDE structure. Created configuration to reflect new

entities and reporting of asset performance. Integrated AFE & non-consent terms into payout statement calculations. Managed partner notification & status changes; gas balancing agreements.

* Utilized other industry packages acquired via acquisition such as Excalibur Oil & Gas Systems for monthly operations * Increased quality of financial reporting via working with engineers, land and field supervisors to further define and capture

operational results required to management their operations. * Created pro-forma financials for business combinations and acquisitions, model assumptions and payback values.

QUALIFICATIONS: Master of Science, Mineral Economics, Colorado School of Mines 1988. B.A, Accounting & Business Administration, Western State Colorado 1980. Agile Certified Scrum Master, 2013

Sr. JD Edwards Financial Consultant

SUMMARY: Over thirty years in the finance industry

Over fifteen years in Consulting

Highly successful professional with over 30+ years of accounting and finance management experience in the construction, architectural, manufacturing and property management industries and over fifteen years as a financial consultant on J.D. Edwards Enterprise One, One World, XE and World Software.

Specialize in the areas of General Ledger, Accounts Receivable, Accounts Payable, Fixed Assets, Job Cost, Service Billing, Budgeting, Real Estate Management, Procurement and Financial Reporting.

Complete understanding of system integration, with a background in both industry and consulting services including extensive project management, analyzing client needs, designing integrated systems to exceed those requirements, account conversions, job and project costing and budgeting, change management, client training, system upgrades, workflow strategies and user documentation.

Excellent resource as a lead or senior consultant.

Have served as application lead on several J.D. Edwards One World Financial, Manufacturing, and Distribution implementations. My application mastery, real world business experience, and patient, steady approach serve to make me indispensable on any job.






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J.D. EDWARDS SKILLS:

EDUCATION: Bachelor of Business Administration—Georgia State University, 1985

WORK EXPERIENCE: Westrock - June 2015 – Present Managing the cleanup process of out of balance integrity reports.

Project manager of the archive/purge project of JDE data into using Arctools.

Created new processes for month end processes for accounts payable, fixed assets and accounts receivable.

Managed and configured process from DRM/DRG to upload and update into JDE using custom z-file tables.

Created SQL’s to manage help desk issues such as month end process and validation of data.

Maintained and updated DAS queries.

Setup and configured Bloomberg FX rate into JDE. Resolved other help desk issues and problems.

Version: JD Edwards Enterprise One 9.1 Modules Implemented: DAS – Reporting for JDE, Arctools

MFA Oil - November 2013 – June 2015 MFA upgraded their software from JDE 9.1 and has many business decisions that were incorrect thus leading to resetting up the JDE 9.1 database and converting old legacy information into the new E1 structure. This allowed MFA Oil better reporting capabilities and better management of the business.

My role as the lead functional consultant was to lead the process to better process flows and management reporting of tasks. This eliminated much double work and simplified business processes.

Additional items implemented – Online bill pay, remote deposits, consolidated banking, credit card processing, credit card maintenance file and multiple interfaces.

Version: JD Edwards Enterprise One 9.1 Other Systems Integrating into JDE- BI Publisher Modules Implemented: A/R,GL, A/P, F/A, Banking, One View Reporting

Martin Marietta Materials - March 12 – September 13 Martin Marietta is a manufacturer in stone and rock products. Martin Marietta upgraded their software from JDE 8.0 to JDE 9.1.

My responsibilities included project management running and creating the project plan, reporting status to management and weekly team meetings.

Also included were validation of programs, interfaces, scripts, UPK documentation, design books, process flows, reporting and issue resolution.

Version: JD Edwards Enterprise One 9.1 Other Systems Integrating into JDE- BI Publisher, Tidal Scheduler, Vertex and other sales order systems. Modules Implemented: General Ledger, A/R, A/P, Fixed Assets, Job Cost

Rock Tenn - Nov 11 – March 12 Managing the overall process, developing cutover plans for fifteen upstream systems, managing issue and resolutions.

Developing the fixed asset developmental specifications, testing and cutover.

Version: JD Edwards Enterprise One 8.12

Financial

General Ledger

Job Cost

Accounts Receivable

Expense Management

Accounts Payable

Contract Billing / Service Billing

Fixed Assets

Real Estate Management / Property Management

Procurement

Sales Order Management

SQL queries

Integrity Resolution

JD Edwards Trainer

Data Loader

UPK (User Productivity Kit)

FMCC (financial management compliance console)






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Other Systems Integrating into JDE – Advantis, Board Sales, Ismart, Majiq, PKAllocate, Fiberflow, Passport, Baywood, RPM, SAP Modules Implemented: Fixed Assets

Flotek - Aug 11 – Nov 11 Prior consultant left the project one month before go-live. My tasks were to validate setup and correct open issues that were not resolved.

Version: JD Edwards Enterprise One 9.0 Modules Supported: General Ledger, A/R, A/P, Fixed Assets

Prasco Corp. - September 2011 Training class for migration of JDE XE to JDE 9.0

JR Simplot - September 2011 Training class for migration of JDE XE to JDE 9.0

Silliker Corporation - Feb 11 – May 11 Design a common model for them for their corporate headquarters for roll out. I help them setup all modules on JDE and helped

convert their old system over into JDE.

Version: JD Edwards Enterprise One 9.0 Modules Supported: General Ledger, A/R, A/P, Fixed Assets, Procurement

Eco-Energy Corporation - Oct 10 – Feb 11 Eco-Energy is a reseller of ethanol fuel. My responsibilities were support post go-live for a new implementation of JDE. I resolved issues with interfaces and reports and assisted in their month in reconciliations and their month end close processes.

Version: JD Edwards Enterprise One 9.0 Modules Implemented: General Ledger, A/R, A/P

York Label Corporation - Oct 09 – Oct 10 New implementation of JDE and interfacing their label manufacturing system (Radius) into JDE.

Developed the mapping template to transfer data from Radius into JD Edwards using Cast Iron software into the Z-file upload.

Transitioned them off of their old Sage Software using a program called data loader to load outstanding open AR invoices into JDE.

Responsible all setup and testing of JDE, manufacturing accounting, interfaces, Scheduler, FMCC, UPK’s, Data Loader, validation of interface transactions, data conversions and assisted with end user training.

Version: JD Edwards Enterprise One 9.0 Modules Implemented: General Ledger, A/R, A/P, Financial Management Compliance Console

Greyhound/Greyhound Canada/First Group - July 08 – Sept 09 JDE project Management / JDE Team Lead and to convert their current Oracle environment over to JDE 8.12 and to migrate their

current World environment in Canada over to the new 9.0 environment.

In charge of the data setup, conversion, environmental setup and data validation.

Responsible for setup and implementation of the Purchasing module.

FGA and Greyhound had only and manual purchasing process and I was able to create a streamlined version for all companies.

Greyhound also currently has over 60 interfacing systems that needed to be converted into JD Edwards. I was responsible for writing up the technical specifications, validation of the program design and validation that the programming was successfully developed and integrated into JD Edwards.

My responsibilities were for the GL, Job Cost and Fixed asset interfaces and conversion programs.

Worked with A/R and A/P on issue resolution of converted data included script writing and training the end user on the processes and procedures of the programs.

Held training classes for the power users and to train them on the JDEdwards system and then the power user trained the end user with my help.

Used the UPK documentation tool for the training material.

After go live, I was responsible for the change management for issues and new issues that were presented in the production environment.

Used OMW for Project promotion made changes with Data Dictionary and aliases.






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Version: JD Edwards Enterprise One 8.97 Other Systems Integrating into JDE – Oracle, MCMS, Tandem, Steps, GPX , NBTA, Hyperion, Caphours, Sales Tool, JDE World Modules Implemented: General Ledger, Fixed Assets, Job Cost, A/R, A/P

Rock Tenn - March 08 – July 08 Convert their current XE environment over to 8.12.

Resolve old integrity issues.

In charge of the data setup, conversion, environment setup and data validation and training.

Created a program that would help link the fixed asset module with a module created in job cost to track CIP and budgets.

The project was completed on time and within budget.

Worked with JDE Direct to write valuable queries for the Fixed Asset Department.

Worked with the Hyperion project to help them resolve data integrity issues and conversion issues with the program.

Held classes on the module to train both the power user and the staff.


Version: JD Edwards Enterprise One 8.12 Other Systems Integrating into JDE – Hyperion, FAS 2000 Modules Implemented: Fixed Assets

DMI Industries - May 07 – March 08 Project manager and lead financial consultant on the project.

DMI was on MAS 90 and excel worksheets. I converted their data over to E1 along with configuring new business processes to make their organization operate more efficiently.

Key player in the ETO module conversion and linking it between manufacturing accounting and job cost.

Configure custom reports to meet DMI’s specs.

Organized training classes and documented end user procedures for DMI.

Held the end user training class.


Version: JD Edwards Enterprise One 8.12 Other Systems Integrating into JDE – MAS90 Modules Implemented: GL, A/P, A/R, Job Cost, Fixed Assets, Contract Billing, ETO – Engineer to Order, Purchasing

Interface - Mar 06 – May 07 G/L team lead for the world wide implementation. This included setting up and establishing change management procedures for a

global chart.

Using the JD Edwards process modeler to setup process flows for interface. The objective was for a single instance with a global company with global reporting capabilities.

Managing the validation of setup and testing of all modules including manufacturing accounting, along with management reporting and training.

Setup multiple training classes and materials and conducted end user training on all financial modules.


Version: JD Edwards Enterprise One 8.11 Other Systems Integrating into JDE – Oracle, Lawson

Modules Implemented: GL, A/P, A/R

Lafarge - Aug 05 – Mar 06

Responsibilities include post go live support for accounts receivable and month end closing support for the General Ledger team.

Other objectives were to streamline tasks and versions for A/R, develop customer ledger templates and address book templates, Review ESU’s, research and resolve issues with converted data and inventory issues.

Created a new complaint management system that uses workflow and will allow users to track issues regarding pricing, shipments, and quality, thru the E1 system. Once approved, the complaint will create a credit memo in the system.

Version: JD Edwards Enterprise One 8.9 Modules Implemented: General Ledger, Accounts Payable, Accounts Receivable, Complaint Management

Huddle House - Jan 05 – Aug 05






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Upgrading their system from J.D. Edwards One World 8.0 to J.D. Edwards One World 8.10.

Lead financial consultant on the project.

Renovate their business processes and cut their reporting requirements by 50%.

Streamline their accounts receivable and setup processes where cash could get into the bank sooner and be applied faster.

Responsible for all documentation and training.


Version: JD Edwards Enterprise One 8.10 Modules Implemented: General Ledger, A/P, A/R, Contract Billing, Real Estate Management

Conti - Jan 04 – Jan 05 Conti is a construction company in New Jersey. They do highway construction along with work for the Department of Justice. Conti was a new implementation of J.D. Edwards One World 8.0.

Financial team lead.

Streamline the Accounts Payable system to better accommodate their accounting procedures.

Provide the systems and business processes that got Conti in compliance with several government regulations regarding the way they purchased from minorities and other small businesses.

Developed and coordinated a multi-tiered training program that included over 20 different modules being trained to over 500 at 100 sites.

Worked with them on their setup of manufacturing accounting.


Version: J.D. Edwards One World 8.6 Other Systems Integrating into JDE – Conti Custom Programs, FAS2000 Modules Implemented: Procurement, GL, A/P, A/R, Contract Billing, Expense Management

Innkeepers Hospitality - Aug 03 – Jan 04 Implemented the Procurement and Job Cost modules for their extensive property diversifications. I was also responsible for documentation of all processes and taught the in-house training program. I used OMW for Project promotion made changes with Data Dictionary and aliases.

Version: J.D. Edwards One World 8.0 Modules Implemented: Procurement, Job Cost

Hickory Springs - Jan 03 – Aug 03 Implemented a new installation of J.D. Edwards and converted data from their legacy system. When I arrived the project was behind schedule and over budget. I was brought in as the lead financial consultant. I was able to deliver the financials project on-time and under budget. I also had responsibility for documentation and developed a multi-tiered training program. I used OMW for Project promotion made changes with Data Dictionary and aliases.

Version: J.D. Edwards One World B7.332 Other Systems Integrating into JDE - Hickory Springs Custom Programs Modules Implemented: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets

Friedman Jewelers - Nov 02 – Dec 02 Consultant responsible for upgrading their World system from A7.1 to A7.4. I was also responsible for documentation of all processes and taught the in-house training program. Version: J.D. Edwards World A7.4 Modules Implemented: General Ledger, Accounts Payable

Korbel - Jul 02 – Nov 02 Was the fixed asset consultant on the project. During the course of the implementation I worked very closely with the equipment consultant on the project. I was also responsible for documentation of all processes and taught the in-house training program.

Version: J.D. Edwards One World Xe Modules Implemented: Fixed Assets

DJJ - Mar 02 – Jul 02






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DJJ is a reseller of iron. They purchase iron from scrap yards, melt it down and resell it. They also have a rail car division. Each division had a separate instance of J.D. Edwards. My responsibility was to migrate both the J.D. Edwards systems together and to come up with a single company-wide solution that met the needs of both divisions.

Version: J.D. Edwards One World Xe Modules Implemented: General Ledger, Accounts Payable, Accounts Receivable, Job Cost

General Electric /Aircraft Engines - Oct 01 – Mar 02 In charge of getting the contract billing module uploaded into the SAP system that was already in place. I also had responsibility for documentation and developed a multi-tiered training program.

Version: J.D. Edwards One World B7.334 Other Systems Integrating into JDE – SAP, Oracle Modules Implemented: Purchasing, Contract Billing, Job Cost

NAPA / Genuine Parts - Jan 01 – Oct 01 Lead financial consultant in charge of converting each one of the companies on a staggered time line and to consolidate them all into one corporation within J.D. Edwards. I also had responsibility for documentation and developed a multi-tiered training program.

Version: J.D. Edwards One World B7.334 Modules Implemented: General Ledger, Accounts Payable, Accounts Receivable

Dekor - Aug 99 – Dec 99 Dekor is a manufacturer and reseller of home appliances and products. My primary role was to serve as a trouble-shooter and resolve issues post Go Live.

Version: J.D. Edwards One World Xe Modules Implemented: General Ledger

Shonac Corporation - Mar 99 – Aug 99 Shonac Corporation is the parent company for DSW shoes. DSW is a retail chain specializing in footwear across the United States. I was a financial resource on the project that was migrating from J.D. Edwards World A7.3 to J.D. Edwards One World Xe. I also had responsibility for documentation and developed a multi-tiered training program. Version: J.D. Edwards One World Xe Modules Implemented: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets

Johnson Industries - Dec 98 – Mar 99 Johnson Industries is the largest reseller of AC Delco parts in the southeastern United States. They were upgrading their previous version of J.D. Edwards’s software. By implementing lock box and auto receipts, Johnson Industries was able to cut their account receivable department by 66%. I led the design and implementation of these two business processes. I was also responsible for documentation of all processes and taught the in-house training program. Version: J.D. Edwards One World Xe Modules Implemented: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets

Texas Roadhouse - Mar 98 – Dec 98 Texas Roadhouse is restaurant retail chain headquartered in Kentucky. They have over 100 restaurant sites across the United States. I served as a financial resource on their implementation of J.D. Edwards One World Xe. I was also responsible for documentation of all processes and taught the in-house training program. Version: J.D. Edwards One World Xe Modules Implemented: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets

Telcor - Jun 97 – Mar 98 Telcor is a redistributor of telephone equipment in the southeastern United States. This was a new installation of J.D. Edwards One World B7.332. I was the lead financial consultant on the project. I also had responsibility for documentation and developed a multi-tiered training program. Version: J.D. Edwards One World Xe Other Systems Integrating into JDE - Telcors custom program Modules Implemented: General Ledger, Accounts Payable, Accounts Receivable






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Holox - Aug 96 – Jun 97 Lead financial consultant. I was able to bring in the financials portion of the project on-time and under budget. Through my leadership, Holox was able to streamline their processes and become a paperless environment. I also had responsibility for documentation and developed a multi-tiered training program. Version: J.D. Edwards World A8.1 Modules Implemented: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets

Chattem Industries - Jan 96 – Aug 96 Financial lead for this project. They implemented J.D. Edwards World financials. I was responsible for setup and testing. I also

had responsibility for documentation and developed a multi-tiered training program. Version: J.D. Edwards World A8.1 Modules Implemented: General Ledger, Accounts Payable, Accounts Receivable

Prior Work Experience: 1987 - 1996

Jova Daniels Busby Architects – Position held – Controller

Nix Mann and Associates Architects – Position held – Controller

JD Edwards Distribution / Financials Consultant SYSTEMS EXPERIENCE: 22 years of JD Edwards Distribution, Manufacturing and Financial software implementations, enhancement and support, with 14 years of retail sales/distribution experience. Active on multiple JD Edwards implementation projects.

Strengths - Certified JD Edwards Distribution, four years of experience developing reports in Crystal, WEBI and Createform,

business and application process flows, systems analysis/configuration, project leader, file structure knowledge, World Writer, ERW/FRW and Object Management Workbench, QA testing, user training and project documentation.

Hardware - AS/400, PC's, Networks

Software - JD Edwards (World, OneWorld, XE, EnterpriseOne- 8.9, 8.12, 9.1, 9.2), Business Objects (Crystal, WEBI) Visio,

Createform, Docusphere (Imaging, Workflow)

Languages/utilities - World Writer, One World Tool Kit-OMW (Form Design, Enterprise Report Writing, Table Creation), UTB Query,

SQL

Applications – o JD Edwards – Distribution-(Inventory, Purchasing, DRP, Sales Order Processing, Advanced Pricing, Costing), Financials(A/R,

G/L., A/P), Manufacturing (W/O, Costing, Routings, BOM) o Docusphere – Document management, configured and supported the software from document imaging through workflow

approval and A/P process, 800+ users

PROFESSIONAL EXPERIENCE: LDI, 02/2017 – 10/2017

JDE Consultant

Purchasing lead on JDE 9 implementation at a newly acquired manufacturing company in WI.





Assisted with other areas of the implementation as tasks required - Order to Cash, Warehouse/inventory management, manufacturing






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Blattner Energy, 07/2016- (part time) JDE functional consultant Enterprise One 9.1


Analysis of current setup

Provide better process for showing under-utilization. Subcontract Management

Interfacing with third party document handling software 'Laserfiche'

Subcontracts application setup- logging, progress payments, lien waivers Vision Ease, 06/2016- 02/2017 JDE functional consultant Enterprise One 9.2

JDE Distribution suite consultant to upgrade from Xe to 9.2.

Conducted CRP evaluation of processes, determine change effects.

GAP analysis - goal to eliminate as many Xe modifications as possible

Collect and validate business requirements

Propose new process and/or 9.2 modifications for any requirements 9.2 functionality could not provide

Covered Financials, Sales Order processing and Purchasing,

Wrote BRD's (Business Requirements Document) and oversaw development

9.2 configuration - testing and training Tornier, Inc. 04/2015- 06/2016 JDE functional consultant Enterprise One 9.1

Support JDE distribution suite.

Supporting Sourcing department - all issues and enhancements - via Managed Services tool

New user training

Learned & supported Tornier's custom kit process/programs

Working on project to implement Outside Operations

Gathering requirements and writing functional specifications for mods, custom reports - multiple departments

Working on lower product Divestiture project (part of larger merger project - with Wright Medical)

CHS (10/24/2011 – 04/2015) Business Analyst – JDE Enterprise One 8.12 to 9.0 Re-implementation

Hosted Discovery meetings with the CHS Renewable Fuels Marketing (RFM) business area to reveal their as-is business processes and requirements

Documented all RFM as-is business processes and requirements, in both narrative and Visio form - garnered approvals from users and managers

Defined and prioritized RFM to-be requirements – identified potential GAPS (functionality that could not be replicated with standard JDE 9.0 configuration)

Configured, researched and tested JDE 9.0

Focus on JDE Distribution module concepts, plus contracts.

Hosted Proof of Concept (POC) meetings with key business personnel - documented actual GAPS

Researched and proposed possible solutions to GAPS - wrote up business specifications

Where necessary, worked with developers on required customizations

Developed test scripts for all use cases, assisted with full scale user testing.

Assisted with go live to 9.1

Post go live support, and issues resolution. DATA SCIENCES INTERNATIONAL – (3/2009 – 10/2011) Business Analyst

Meet with business users to analyze their current processes and help find ways to make them more efficient with JDE modifications and/or process changes






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Worked with CNC to upgrade our Helpdesk on SharePoint and monitor tickets for my areas on a daily basis

JDE Financial BA, supporting all of AP, AR and GL.

Assist with supporting Customer Service (Sales entry and technical support) as well as Manufacturing.

Implemented JDE Requisition Management with many modifications to improve the user interface

Implementing JDE Expense Management with many modifications to improve the user interface

Helped manage the JDE Upgrade project (8.12 to 9.0 - going live first week in June)

Retrofitted objects using OMW ER Compare tool

Analyzed requested ESU's to determine impact and level of testing necessary

Scheduled all department and CRP testing sessions, documented and resolved issues, entered Oracle support tickets when necessary

Learned and am actively developing in Microsoft SRS (SQL Reporting Services)

Day to day issue resolution

OPUS CORPORATION – (1/17/2005 – 1/16/2009) Applications Manager – BI, Crystal / WEBI Reporting, Docusphere Training/Support

Promoted in November of 2007 to head up the Business Intelligence initiative. Developed universes over data marts for use with Business Objects (Crystal and WEBI) development.

Lead person on upgrade of JD Edwards E1 8.9 to 8.12, overseeing application / QA testing, data validation and the conversion of all reports.

Supported over 800 users on Docusphere, Opus’ document imaging / workflow software. Applications Analyst – Process Flow Documentation, Crystal Reporting

Began in January of 2005 to document business process flows, assist in configuration and testing of JD Edwards EnterpriseOne software

Developed all reports (200+) using multiple tools including Business Objects (Crystal), Createform and JD Edwards (ERW / FRW). JD EDWARDS CONSULTING SERVICES – (5/16/2002 – 1/15/2005) Equus Computers - Computer Assembly / Sales Full Distribution

Project manager – Distribution –This was the first EnterpriseOne ‘Rapid Start’ implementation, a lab implementation utilizing a pre-configured E1 software package and I considered it a compliment to be chosen to head it up. I oversaw the implementation of both the Order to Cash and Procurement suites as well as supported the Manufacturing effort. This was a unique and invigorating project, which was a great learning experience to draw from for all future implementations.

Vision Ease - Optical Lens Manufacturer Full Distribution

Lead consultant for the entire Order to Cash suite and this was a comprehensive, cross application implementation. Replaced legacy software they had customized over the previous 20 years. Developed unique processes using custom codes, values and versions which prevented the need for additional, more expensive, modifications.

Land O’ Lakes - Food and Agricultural Cooperative Complete ERP

Business Analyst on this extremely large Order to Cash implementation. Analyzed current business processes, tested and recommended process improvements, documented requirements and wrote technical specifications for development work.

Faribault Foods – OMW - Enterprise Report Writer

Lead implementation of JD Edwards Purchasing module.

Performed requirements analysis, presented proposal to client, including a complete process flow.

Modified JD Edwards canned Purchase Order to work for client’s specific needs

Wrote business requirements for and presented Approval Processing workflow to client Elkhart Products Corporation – OMW - Enterprise Report Writer

Report Writing Project Manager

Perform all reporting analysis (user interviews, creating specs)

Create and maintain all reporting documentation (specs, sign-offs, status reports)

Assign report tasks to the Reporting Team (5 people)

Writing reports for all areas of the multi-plant manufacturing facility Emmpak Foods, Inc. - Purchasing implementation

Project Manager of complete JD Edwards Purchasing module.

Performed requirements analysis, presented proposal to Client Managers, including a complete process flow. Created project plan.






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Designed interface to AMMS Maintenance Management system, and PRISM Production system, supervised a technical resource writing interface programs,

Performed all system setup, conducted unit and system testing, documented, and trained users. Advantek - Enterprise Report Writer and JD Edwards Forms updates

Assigned to the enhancement development team, enhanced many forms and reports and created several new reports utilizing JD Edwards OW development tool set.

Created a P/O receipts routing- audit tracking report that shows movement by; date, quantity, and status by item, and P/O. Modified sales reports to include shipping costs as a % of sales.

Enhanced received not vouched report to include sales tax, multiple currency. Added sub totals.

Using JD Edwards OW Developer tools and standards, modified Customer Service inquiry screen, setup business function Parms, added code for detail sales file lookup. Modified purchase receipts program forms for additional columns.

Gateway 2000 - Manufacturing and Distribution JD Edwards project

Systems Analyst on several projects to interface Varsity shipping and Logility to JD Edwards. Included bar coding, weighting, label print, pick process, ship confirms. Responsible for taking user requirements, to producing functional, and detail program specs. Involved in business process design meetings.

Century Manufacturing - Manufacturing & Distribution, JD Edwards project

Key functional application member of full JD Edwards suite implementation team. Educated users on capabilities of JD Edwards software, as compared with their old system, to streamline design specs for required reports.

Worked within application teams to setup processing options, satisfy reporting needs, trouble shoot issues, across the implementation teams, with heaviest focus on the shipping portion of SOP.

Utilized World Writer tool to its full capacity. Wrote hundreds of WW's over the JD Edwards Database. Modules covered included Financials, Sales, Marketing, Inventory, Warehouse, Manufacturing, Purchasing, EDI Processing and Human Resources. Because of this company's unique reporting needs, many creative sorting and totaling solutions were required involving work files, new field creations, multiple calculations, etc.

Wrote numerous WW's to create physical files. These files were then used in joins for more sophisticated reporting, or copied out to Excel or Access for simplified sorting and editing.

Used method of copying a WW spool file (done in Total mode) out to Excel or Access.

Used WW to update JD Edwards files, specifically Address Book, and Item Master, for global changes.

Conducted user training sessions in World Writer and SQL tools for reporting and Database Access. Deli Express – Distribution JD Edwards

Worked to analyze setup and test DRP Processing for foods Distributor Company to multiple branch/plants.

Consultant to define and troubleshoot unique DRP system usage. This was a JD Edwards funded program to enable downloading of route driver orders through hand held units back into main DRP system.

Created multiple complex World Writer reports for Inventory, Sales, Purchasing and H/R. RADCO INDUSTRIES - Truck Accessory Sales – (4/1991 – 10/1998) Senior Analyst - Business Analyst, Team Leader - 2 years (2/1997 – 10/1998)

Project scope- New JD Edwards Distribution (Inventory, Purchasing, SOP, and DRP) install. After purchasing multiple truck accessories businesses the parent company wanted to unify all computerized systems. The Radco Division consisted of 8 remote stores and 1 manufacturing facility; their main supplier, also owned by the parent company, consisted of 4 warehouses, and 2 manufacturing sites.

Analyzed JD Edward’s Capabilities and then matched company needs for the distribution implementation phase of the project.

Key analyst and project lead from the user's side for inventory, DRP, purchasing, and SOP.

As project lead was responsible to implement decisions made by the management steering committee.

Tracked project schedules, identified processing differences, reported status to steering committee.

Worked closely with JD Edwards Distribution consultant to learn functionality and processes to be able to lead his team, and carry forward on setup and conversion tasks.

Setup and documented Conference Room Pilot (CRP) environment.

Defined, supervised, and provided technical support for CRP scenario testing.

Led go live team as distribution sites went live, dealt with final setup and processing issues.

JD Edwards Setup/Control, Address Book, Inventory, Purchasing, Sales Order Processing

Determined user processing needs by application group, then setup custom menus based on job class.

On team to decide process and timing for table setup, CRP, testing and updates from development to production environment.

Performed security changes, data dictionary updates and vocabulary override updates.






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General/Marketing Manager - 6 years (4/1991 – 2/1997)

(Sales and installation of truck toppers and accessories).

Managed inventory - vendor orders, deliveries, volume buying, replenishments, scheduling.

Managed daily store operations; hiring, training, manage personnel. Controlled expenditures.

Placed advertising ($112k annual budget). Created and produced sales promotions (3 stores). FOOD & BEVERAGE INDUSTRY - 6 years Other Retail General/Marketing Manager

Retail Sales/Distribution Management in the food and beverage industry. TRAINING:

Imaging Information Systems Docusphere Imaging/Workflow 8/2007

Bottomline Technologies Createform Developer 9/2005

Business Objects Crystal and WEBI Developer 3/2005

JD Edwards One World / XE Training Enterprise report writing, MMS Manufacturing Fast Track, JD Edwards One World Technical, IBM

9/1999 & 7/2000 2/2000 11/1999

JD Edwards World Training JD Edwards Common Foundations Inventory, Purchase Mgmt., DRP

3/1997 3/1997

Management Skills Training Service Industry 5 week course 2/1985

Moorhead State University BS - Mass Communications/Marketing Minor - Sociology

9/1984

Sr. JD Edwards E1 Developer SUMMARY: 15 years of in-depth knowledge and experience in JD Edwards EnterpriseOne (E1) full product life cycle development.

Experience in designing, developing, troubleshooting, documenting, maintaining, and testing JD Edward’s E1 software in a web-based environment and client/server architecture.

Proficient with Oracle/JDE BI Publisher.

Experienced in building and deploying packages and troubleshooting server issues.

Experience in implementing critical cross-functional application integration projects.

Good understanding of business needs and defining requirements.

Experienced in preparing functional design documents (FDD), detailed technical design documents (TDD), and test plans.

Familiar with Application Integration Architecture (AIA) concepts

Experienced with Oracle Service-Oriented Architectures (SOA) in designing, developing, deploying, and integrating Oracle application data utilizing Oracle SOA Suite

Self-motivated, detailed-oriented, and customer focused with strong technical, interpersonal, analytical, and problem solving skills.

SYSTEMS EXPERIENCE:

Languages: JD Edwards tool set, XML, C, C++, VB, XSD, Java, and HTML

Application Server: Weblogic, Oracle Application Server

Tools: JD Edwards EnterpriseOne Tools (RDA/UBE, ERW, FDA, BSFN, NER, BSVW, TBDA, and OMW), Power Forms, Oracle/JDE BI Publisher, Portal/SelfService, CNC Admn tasks, JDE BSSV

JDE Versions: 9.2, 9.1, 9.0, 8.12, 8.11, 8.0, 8.9, and Xe

Application/suites: Financials, Distribution, Manufacturing, Contract and Service Billing, Payroll/HR , Government Contracting, Job Cost, Fixed Assets, and Real Estate

Integration Tools: Oracle SOA Suite, ESB, (BPEL, OWSM), JDeveloper

Testing Tool: TestDirector (Test Plan/Test Cases, Unit Test, Regression Test)

Database: Oracle, SQL Server, iSeries

Enterprise Service Bus: Oracle ESB, BSSV






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PROFESSIONAL EXPERIENCE: DuCharme, McMillen & Associates, Inc. (2017 – 10/2017) JDE Technical Consultant, EnterpriseOne 9.2

Provided detail tax code change document for customer’s JDE implementation.

Refactored their tax web service calls through the use of customized C business functions and standard JDE tax objects.

Created new JDE BSSV objects to allow tax information to be passed from their tax engine to JDE. This involved analyzing existing code which previously used DLLs and creating new business functions to call the BSSV objects.

Created new customized tax account application and new tax accrual report for one of their customer’s, which generates tax account entries to the F0911Z1 table for A/P vouchers. This involved modifying BSSV objects, data structures, and C business functions to be passed into the Sabrix tax system for US and Canadian taxes.

Skanska USA, New York, NY (2016 – 2017) JDE Technical Consultant, EnterpriseOne 9.2 New Implementation and Post Go-live Support

Lead the JDE to Ceridian interface to ensure JDE tax amounts were accurate in the flat file and met vendor requirements. Created customized JDE tax liability report for the business.

Lead the Bank of America to JDE and JPM Chase to JDE interfaces, ensuring the JDE positive pay files were developed based on bank’s specification, and customized JDE reconciliation and acknowledgements reports were created based on legacy reports for multiple regions.

Designed the bank transmission process for Bank of American and JPM Chase.

Lead the Payroll and A/P ACH interfaces successfully ensuring the flat file contained NACHA CTX and PPD standards.

Worked with functional teams to gather requirements needed for BIP A/P Check, Payroll Check, and miscellaneous Invoices, which were documented, designed, and developed.

Lead and collaborated with different teams within the organization for the 401K Vanguard and HRIS interfaces.

Troubleshoot and fixed post go live development issues.

Collaborated with functional consultants on data conversion, by mapping fields in the legacy software to JDE.

Approved functional and technical documents for team members.

Generate Oracle SQL statements for various JDE teams.

Trained employee and consultant on Oracle BI Publisher for JD Edwards E1.


CB&I, The Woodlands, TX (2016) JDE Technical Consultant, EnterpriseOne 9.0 Support

Collaborated with Business Analyst to identify, troubleshoot, and fix customize JDE report.

Worked with Business Analyst to gather functional requirements to reallocate their F0911 G/L accounts. Requirements were then developed in JDE and extracted to an Excel spreadsheet.

Identified and provided solution on special character data and invalid UDC reason code issues occurring on certain sales orders. Nebraska Administrative Services State Accounting Division, Lincoln, NE (2015) JD Edwards BI Consultant, EnterpriseOne 9.1 Post Upgrade




Alon, Dallas, TX (2015) Senior JD Edwards Technical Consultant, EnterpriseOne 9.1 Upgrade

Enhanced the CAM Work Order (P13730) power form and Order Release (P43060) programs to insert new F4311 details lines into existing purchase order records. This involved debugging the F4311 MBF and related business function objects.

Created a new Purchase Order search program. This program was created to return purchase order information back to the CAM Work Order Parts List program.

Created new customized Sales Recap by Item report based on the F42119 (Sales Order Detail) and customized table F58401 to display “Actual Ship Date”, “Total Tons”, “Total Volume”, and “Extended Price” for a Sales Representative’s Customer.






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Debugged and fixed issues with the CAM Work Order Parts List and Voucher Match programs, and helped with their Procurement Advance Pricing program setup.

Tornier, Bloomington, MN (2015 - 5/2015) JD Edwards Technical Consultant, EnterpriseOne 9.1 New Implementation

Enhancing and supporting customized JDE reports & Appls to meet user needs and assisting with troubleshoot server issues.

Worked with key users and functional consultants to develop their customized Stock Inventory by Location, Customer Audit, and Kit Inventory Control reports.

Designed and coded customized Oracle BI Publisher Check-in Kit, Stock Status, and Instrument Set Count Sheet templates.

Worked closely with the IT Director to create JDE and BIP security reports to support their SOX Audit. Implementing BI Publisher email setup on the job scheduler to run every 92 days.

Redeveloped BI Publisher Bill of Material PO Print BI Publisher template through working with key user on specifications.

Implemented BI Publisher email for their Slim4 program which was set on the Skybot job scheduler.

Metropolitan Airport Commission, Minneapolis, MN (2014) JD Edwards Technical Consultant, EnterpriseOne 9.1

Converted Create!forms to Oracle BI Publisher A/R Invoice, Water and Uitility Invoice, Purchase Order, A/P and Payroll checks, A/P Attachment, 1099, W2, and HR Action programs by creating .rtf templates, object repositories, and report definitions.

Setup employees so that payroll records will be generated for certain types of employee-A/P checks (System 04) and Contract/Service Billing T2 and T4 records (System 48S and 52).

Modified BI Publisher xdo.cfg file for MICR font.

Modified JDE objects to support BI Publisher user requirements.

Closely worked with key users on obtaining functional and design specifications for the converted programs.

Provided knowledge transfer of programs and trained developer on BI Publisher. Best Vendors, Golden Valley, MN (2014) JD Edwards Technical Consultant, EnterpriseOne 9.0

Analyzed business requirements, identified options, and coded solutions for Operations team on their Customized Address Book Upload program.

Park Industries, Inc., St. Cloud, MN (2013 – 2014) JD Edwards Technical Consultant, EnterpriseOne 8.12 to 9.1 Upgrade

Redeveloped Purchase Orders, Miscellaneous Invoice, A/R Invoicing, RMA, Bill of Lading, Service Work Order Estimate, Service Work Order, Parts Order Estimate, Acknowledgment Order, Pick Slip, A/P Checks, and Address Labels from Create!forms to Oracle BI Publisher. This was accomplished by creating .rtf templates, object repositories, and report definitions.

Developed new BIP Work Order and Dispatch Lists, as bar coding programs for work centers, parts list and operations.

Modified BI Publisher xdo.cfg file for MICR and bar coding font.

Research BI Publisher Purchase Order email distribution for their vendors.

Modified JDE objects to support multi-tiered group structures in the .xml file.

Implemented net Tools change for BI Publisher to ensure BI engine continues to produce same .pdf output.

Unit and system tested complete system, and supported operations for go live.

Worked with B/A’s to identify and analyze prior enhancements done to 8.12.

Retrofit JDE prior customizations of required enhancements into 9.1.

Performed CNC role/tasks to build and deploy packages and troubleshoot server errors.

Analyzed, quoted, designed, and coded several enhancements for their Manufacturing Work Order and Purchasing programs. JD Edwards Technical Instructor/Developer, (part time) 2012-2013

Instructing in Object Management Workbench (OMW), development guidelines, data dictionary, table design, business view, data structure, form design aid, event rules, cross reference facility, development standards for business function programming, Power forms, report design, and batch versions.

Setup environment, set standards, practiced then developed BI Publisher forms/reports for Client Invoices, Orders and sales reports.

JDE Course study: to complete certification on Job Cost, Contract Billing, and Service Billing modules. Data Sciences International (2013) JD Edwards Consultant, EnterpriseOne 9.0






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Designed, created, coded, and tested 2 different types of C business functions to populate the Media Objects Storage table (F00165).

Created and coded a table conversion program (ube) to populate values from a .csv file to the Case Master (F1755) table.

Identified company wide business function build issue on Development machines. CHS, Inc, (2013) JD Edwards Consultant, EnterpriseOne 9.0

Participated on conversion efforts from Xe to 9.0 for the A/R module by gathering data through SQL statements.

Researched, designed, and coded the Lawson to JDE interface project to populate values from a flat file to a JDE table. Best Vendors, Golden Valley, MN, 6 Months (2012) JD Edwards Consultant, EnterpriseOne 9.0

Analyzed business requirements, identified options, and recommended solutions to Operations and IT Management for the client’s new line of sight project in ERP 9.0. This project resulted in the development of a new module called Serviceability in the JD Edwards EnterpriseOne system.

Designed, developed, and unit tested new interactive and ube applications for Serviceability utilizing TDA, FDA, BSVW, RDA, DD, UDC, NER, and processing options components to improve their business process by allowing users to view real time information over the web rather than in spreadsheets. These applications involved highly complex real time data between various applications, updating/merging of data between 2 files, and purging of file data.

Provided project status updates and knowledge transfer to Business Analyst and IT departments.

Created a detailed functional and technical design document for users to explain the purpose, scope, architecture, and use of the new Serviceability module.

Developed new reports utilizing the JDE Report Design tool set.

Researched BSSV between JD Edwards EnterpriseOne and an internal call system, and provided BSSV conference call support for their integration project between Microsoft.net and a third party software.

Enhanced Equipment Master to store historical machine numbers during the time the Service Order was created to allow users to run accurate machine sales order reports. Provided maintenance work in Address Book Master.

Oracle, 1 1/2 years Application Integration Architecture Software Engineer

Designed, documented, developed, deployed, and tested Oracle AIA Retail Project Integration Pack (PIP) in an asynchronous BPEL process through XSD transformations.

Created and deployed Web Services, and configured ESB and integrated services through adapters with Oracle SOA Suite for the Account Payables flow of the AIA Retail PIP project.

Assisted on portal apps for vendor, customer & employee self service access concepts.

Orchestrated services with BPEL and worked with components of Oracle Web Services Manager (OWSM) for the AIA Retail PIP project.

Collaborated with Project Management on obtaining business requirements on PIP projects.

Oracle, 1 Year Cross Applications Unlimited Software Engineer

Maintained, debugged, and tested existing Foundation Pack Launch Pad enhancements utilizing Oracle JDeveloper.

Implemented ADA accessibility on Foundation Pack Launch Pad enhancements.

Researched VM Ware usability and Foundation Pack Launch Pad integration with Oracle BRM and OTM applications for Product Management.

JD Edwards/Oracle 6 Years JD Edwards EnterpriseOne Software Engineer

Software developer on core development team to enhance/support Financials- A/R, G/L, A/P, Contract Billing, Service Billing, PR/HR, Job Cost, Fixed Assets, Home Builder, and Real Estate, utilizing the full JDE E1 tools set – (OMW, RDA/UBE, ERW, FDA, BSFN, NER, BSVW, TBDA) in XE, ERP 8.0, ERP 8.0, ERP 8.11, ERP 8.12 and ERP 9.0.

Successfully drove, mentored, and trained outsourced development team remotely.

Preserved customer response time by working directly with clients on Fixed Assets and Contract Service Billing issues when client was going live on their JD Edward’s E1 upgrades.

Developed and reviewed test scripts for the Quality Assurance team when the company experienced a shortage of resources.






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Acquired cross functional IT experience in AAIs, Job Cost, Fixed Assets, Address Book, and Payroll modules. Payroll AAIs, functional knowledge were obtained for Contract Service Billing set-ups in order for Payroll transactions to be pulled into the F4812 workfile.

Designed, developed, documented, and tested improved functionality in Contract Service Billing to allow the F4812 records to be stored in a new table for historical and reporting purposes. Created Burden and Component applications as part of the set-up in the Government Contracting module. Created new and enhanced NER functions for Contract Service Billing and Government Contracting enhancements.

Collaborated with the Oracle JDE Performance team to diagnose and troubleshoot performance testing on Contract Service Billing.

Worked extended hours to complete new product enhancements within tight deadlines.

Reviewed test plans for efficiency and validity of product enhancements.

Participated in code and product documentation reviews. JD Edwards, Denver, CO, 1 year (2001) JD Edwards EnterpriseOne Contract Service Billing Associate Software Engineer

Developed, debugged, maintained, and tested JDE Contract Service Billing modules.

Reduced maintenance work in Manufacturing and Purchase Order modules.

Mentored and trained college intern. TRAINING:

EnterpriseOne Powerforms 9.0

BI Publisher for JD Edwards EnterpriseOne

Oracle SOA Suite 10 g

Roadmap for the Emerging Leader

Webinar, Oracle 10g: XML Fundamentals Ed I

Oracle SOA Suite 10g R3: Administration Ed I

Oracle SOA Suite 10g: Services Orchestration Ed I

OracleAS 10g R3: Build Web Services Ed2

OracleAS 10g R3: Build Java EE

OracleAS 10g R3: Java Programming Ed2

EnterpriseOne Tools 8.96 Net Change

OneWorld Contract Billing XE

EnterpriseOne Fixed Asset 8.9

EnterpriseOne Accounts Receivable/Accounts Payable 8.9

AutoPilot Scripting Tool

OneWorld CNC for the Power User XE

OneWorld System Administration Troubleshooting XE

OneWorld Designing Web Applications XE

OneWorld Design Batch Applications XE

OneWorld Maintaining C Business Functions XE

EDUCATION:

Post Graduate Diploma in Information Technology Information Technology Institute, Denver, CO 11/2000

Bachelors of Science in Business Administration in Marketing

University of Hawaii at Manoa, Honolulu, HI 8/1995

Sr. JD Edwards E1 Developer SUMMARY: 35+ years of Information Technology experience ranging from a solid Programming and Analyst background to technical lead, to

managing application development efforts of an information services department.

20 years JDE E1/OW Development/Implementation experience.

Managed several successful systems development projects from requirements definition through implementation.

Solid business, and software application skills and experience. SYSTEMS SUMMARY: Systems: Windows, Unix, AS/400, IBM Mainframe, S/38, Burroughs, RS6000

Languages/Utilities: JDE E1Tool Set, JDE Security Administration, RPG IV/III, COBOL, CL, EDL, GENEXUS, C++, HTML, SQL,

CICS, IDMS,

Tool/Utilities: MS Word, MS Project, Excel, TOTAL, EDI






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Software: JD Edwards EnterpriseOne, OneWorld, JD Edwards World, MacPac, Vertex

JDE Tool: OMW, ERW, UBE’s, BI Publisher, BSSV, BSFN, NER, TBDA

Applications: Financials (G/L, A/P, A/R), Distribution-(Sales Order Processing, Inventory, Procurement-(Purchasing, Receiving),

Manufacturing, Security Administration

Certifications: Certified as a JD Edwards Technical Consultant in both World and One World.

Strengths - JD Edwards EnterpriseOne Software, with both Functional Applications and Development- enhancements,

interfaces, updates, conversions, and reporting

PROFESSIONAL EXPERIENCE: Renewable Energy, 2/2017 – 8/2017 JDE Consultant/Developer

Converted a RINS (Renewable Identification Numbers) reporting system from RPG to JDE, this system reports to the EPA diesel fuel using a percentage of renewable products. The system daily produces approximately 50 comma delimited text files to send to the EPA. This project consisted of documenting and creating technical specs on several large RPG programs in order to convert the system to JDE E1 using JDE development tools.

Wrote ‘As of’’ Inventory reports.

Added email capability to a BI Publisher AP Remittance report.

D H Blattner (11/2016 – 2/2017) JDE E1 Consultant/Developer

Made enhancements to and supported the following modules; Logistics, Inventory, SOP, Purchasing, Payroll, Human Resources, Financials and Job Tracking/Costing.

McNeilus Companies, 07/2016 – 10/2016

JDE E1 Consultant/Developer

Fixed an issue where the first receipt date on an inventory valuation report was inaccurate. There were two issues, one a program to load a work table was not being executed and some program logic that was applied a year ago was only working for lot controlled items and should have also been applied to non lot controlled items.

For serialized drums when a drum part is ready for painting McNeilus reclassifies the item and adds an X at the end of the item number. I wrote a spec to have an inventory valuation report modified to use the first receipt date of the item that an item ending in an X was reclassified from in order to get the first receipt date of the base item.

McNeilus has a custom program to update branch plant records. They wanted the ability to update the planner number with a zero value without getting an error or the next address book number so I wrote a spec explaining what needed to be done to accomplish this.

Wrote a spec to have a new program that would do a mass update of configurator cross segment rules effectivity dates.

Wrote a spec to have a new program to delete records from a custom table of supplier prices for branch plants that have been closed.

Modified the system to have two part numbers for freight default to status 520/560 in certain branch plants using preference profiling.

Wrote a spec to create versions of the work order print to do an auto print to specific printers based on branch plant and to modify the parts list entry program to default to a secondary location when the primary location which is the default does not have any inventory.

There was an issue with a custom program printing duplicate truck tag bar codes, I wrote a spec on what the issue with this was and how to fix it.

Updated several UDC codes.

Fixed an issue where a configured child item was not populating 2 different category codes from the parent fixing the rules to do this.

Wrote a spec to modify the work order print to add the master planning family to the parts list print. VISION-EASE LENS, 06/2016 – 07/2016

JDE 9.2 Consultant/Developer

Developer for the upgrade from JD Edwards OnewWorld XE to EnterpriseOne 9.2.

Retrofitted and unit tested custom applications/reports migrated from OneWorld XE to EnterpriseOne 9.2.

Applications and reports migrated were from Distribution- Sales Order Processing, Sales Reporting, Manufacturing and Financials.






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Participated in CRP with users, performed code evaluation on prior mods, worked with BA to retrofit changes, or remove mods as needed, performed final program testing.

Project was on the iSeries using Windows 7, EnterpriseOne

Wright Medical (Tornier) - 12/2015 - 5/2016 JDE E1 Consultant/Developer

Provided E1 technical support (Distribution & Manufacturing)

Created a report of medical loaner kits that are past due in being returned.

Developed BI Publisher reports printing out in 128 bar code format.

Fixed issues with outside operations due dates on the routing file not being calculated correctly.

Wrote a program to remove locks from the F00095 file.

Created a program to extract information from the item master, branch plant and BOM files creating flat files. Ryan Companies - 2015 JDE E1 Consultant/Developer

Wrote interfaces into JDE Z Files for adding business units, journal entries and AR invoices.

Wrote an interface to send flat files to Wells Fargo for A/P positive pay. Fund Du Lac- 2015 JDE E1 Consultant/Developer

Developed an interface to Wells Fargo for AP and set up auto email of BI Publisher AP Admittance to vendors. Park Industries (6/2015 - 9/2015) JDE E1 Consultant/Developer

Post implementation support for manufacturing & financials applications

General support & resolved processing issues in multiple areas.

Performed analysis, made enhancements for Manufacturing Work Orders processing, reflecting client specific needs for picking parts lists & manufacturing operations routing instructions.

Created BI version of A/P check for new bank.

Resolved A/P voucher batch post issues, with expense reports approval with work flow approvals.

D H Blattner (12/2011 – 6/2015) JDE E1 Consultant/Developer, Implementing 9.0

Completed clean up A7.3 to, consulted on E1 9.0 implementation.











HR/Payroll- reports, resolved data integrity issues, payroll history, customizing payroll checks. Best Vendors (8/2011 – 11/2012) JDE Consultant






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Wrote a Vendor Scorecard System which tracks vendor performance based on several metric’s including average sales, repeated service calls, accurate payments, on time payments, unreported machine sales, average service calls resolution times, and on time new store installs. The system had a scoring system with screens showing my month and metric the vendor’s score with multiple levels of drill down to the source of the data being summarized and scored.

Fixed several issues with loading orders thru EDI including a problem with line number 10 being skipped over when creating orders and tax lines being skipped periodically.

Performed analysis on EDI processing needs to/from JDE.

Modified several EDI flat files and programs to load additional information into the JDE order files. Data Sciences International (7/2006 – 7/2011) JD Edwards SR. Business Analyst / Developer, Implemented JDE 8.12

Part of a team who did the initial install of JD Edward’s release 8.12 converting functionality and data from several legacy systems.

Application project lead converting JDE from release 8.12 to 9.0.

Ongoing support of JD Edwards including solving configuration issues, system problems, and modifying One World objects for process improvements.

Modules supported included Distribution, Procurement, Financials, Manufacturing, Inventory Control, Case Management, and CRM.

Made needed modifications to JDE Case Management, Sales Order Entry, Equipment Tracking, Requisition Entry, RMA Processing, Shop Floor Control and Cycle Counting.

Implemented the Sales Order Configurator software to be used by SOP.

Supported the receiving module with receipt routing

Designed a system to interface with the UPS World Ship software to send the orders shipped to the UPS system and receive back freight costs and tracking numbers which were added to the JDE sales orders.

Designed a system to maintain inventory levels on our main product line of Transmitters. This system would automatically create work orders based on inventory targets, supply and demand, availability of components and work shop capacities.

Performed E1 development for systems designed, and for enhancements and support.

Redesigned the customer maintenance screen to eliminate unused fields and tabbing, designed as one page.

Designed a system to track the manufacturing and selling of serialized items to replace the cumbersome Track and Trace functionality of JDE. This system using power forms and a custom equipment history file displayed the history of sales orders and work orders for these items and the item ledger records showing all activity for the item. (DSI did a lot of refurbishing of product retaining the same serial number and needed a simple fast way of tracking the history of these serialized products.)

Setup new line types, (an example was a new line type to automatically create work orders from sales orders.)

Maintained processing options in sales order processing and setup the processing options for new functionality for example the configurator.

Worked with the finance department in setting up AAI’s.

Implemented Solution Advisor and the Sales Order Configuration module.

Designed and programmed a custom Case Escalation system.

Supported inventory system for both Lot and Serialized items.

Designed and programmed a system which based on inventory plans and positions automatically creates work orders after checking availability of all components, attaches the parts list and routing, prints to specific production printers and attaches the main serialized module which is the oldest put into inventory to the parts list.

Automated the work order super back flush process and the association of serial components to serialized parents when a work order is completed.

Created a custom system to split serialized order lines by bar coding the serial numbers to ship from in order to use of the batch ship confirm process.

Designed and program an XML interface to send to our international shipping and billing company to automatically load our orders into their billing system.

Designed and programmed an interface to the UPS World Ship system.

Used BI Publisher to redo our order acknowledgement.

Wrote several JD Edwards reports and inquiry screens. Amplifon USA, (6/2005 – 7/2006) Senior Programmer/Analyst, JDE OW

Support and development of enhancements to JDE Distribution- Sales Order Processing, Purchasing, and Manufacturing modules, and Financials support.






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Reworked custom EDI system to receive and load orders and PO’s to JDE from their main 6 vendors. The system consisted of several AS400 update queries and several manual steps to scrub and load the data into the JDE Z files.

Designed SOP EDI system to import from several different text file input formats into the JDE Z files.

This system took a person full time to handle this process and almost a million dollars worth of orders were lost over the last 9 months in addition to losing customers.

I automated this process using JDE programs which resulted in no lost orders, eliminated the task of a full time person, and has enabled the company to reload lost orders thru the system recovering the lost revenue.

CNT, 4 Years (2001 – 5/2005) Senior Programmer/Analyst, JDE OW - Xe

Participated in every phase of software lifecycle from project definition and requirements gathering, to design, implementation and stabilization.

Worked extensively with all J.D. Edward’s One World modules including AR, AP, GL, Manufacturing, Sales Order Processing and Procurement.

Implemented the Vertex Sales Tax System for SOP.

Setup and implementation of inventory consignment processing.

Setup the JDE credit checking approval work flow system.

Setup and implementation of receipt routing processing.

Technical project lead to migrate the data from a company we acquired onto the JD Edwards ERP system.

Upgraded JDE One World to Xe Update 7, retrofitting modified objects to new version.

Project lead on implementing Receipt Routing, Consignment Processing, 1099 Processing, Vertex Sales/Use Tax, Credit Checking/Approval using workflow and German Bank File Transmission.

Performed JD Edward’s Security Administration. BORN, 5 Years (1997 – 2001) Senior Consultant, JDE World, OW, B7.3, Xe

Certified as a JD Edwards Technical Consultant in both World and One World.

Worked at several client sites writing program specifications and making modifications to the JD Edwards World and One World ERP systems.

Extensive experience with J.D. Edwards Distribution- Inventory Control, Sales Order Processing, Purchasing, General Ledger, Accounts Payables, Accounts Receivables, Manufacturing modules and programming.

Designed and programmed cost analysis reports for Metropolitan Airport Commission.

Implemented the modifications needed to JD Edwards financial systems for the new EURO currency.

Modified J.D. Edwards Sales order Processing, Work Order Processing, Configurator and Kits processing to match the client’s requirements.

Modified J.D. Edwards Advanced Pricing module. BROWN & BIGELOW, 4 years (1993 – 1997) Application Development Manager- 1996-1997 Senior Programmer Analyst- 1993-1995

Managed staff of 5 developing an ERP system using the GENEXUS CASE Tool (RPG code generator) including Inventory Control, Sales Order Processing, A/R, A/P, and Vendor Tracking.

Designed the relational databases for the above ERP system.

Maintained and enhanced an AS400 RPG ERP system (MACPAC) for 3 years. JOSTEN'S (1983 – 1993) Project Manager/Business Analyst- 1986 - 1993 Senior Programmer Analyst- 1983 - 1986

Responsible for maintaining hardware and applications on AS400’s at 8 remote manufacturing plants as well as providing training and support for the remote operations staffs.

As project lead assisted in the requirements definition, design, programming and implementation of a Tool Order Processing, Tracking, and Production Control System for Jostens tooling plant.

As project lead designed, programmed, and implemented an Order Tracking and Shop Floor Control System on the AS400 for 3 jewelry manufacturing plants.

Managed an AS400 RPG installation with a staff of 6 at Jostens photography plant in Jackson MS. TECHNALYSIS (1981 – 1983) Consultant, P/A






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Designed, programmed and implemented Incentive Systems utilizing IDMS database and COBOL.

Made major modifications to a CICS Cost Accounting System. RED OWL (1978 – 1981) Programmer Analyst

Project leader for a Procurement System utilizing Total database and Environ-1.

Designed and coded a Backup Billing System.

EDUCATION: University of Minnesota, 1968 – 1971

Control Data Institute, 1971- 1972 (Programming Certificate)

TRAINING: J.D. Edwards World and One World technical training

HTML and C++ Classes

JDE BSSV Course with hands on practice – 04/2016

Sr. JD Edwards E1 Developer SUMMARY: 15 years - JD Edwards E1 Developer, and JDE Systems Analyst

Skilled JDE E1 Developer

Good knowledge of JDE Financials systems, and Distribution suite- Inventory, Purchasing & Sales Order.

C++ business functions Mods and debugging

Reporting tools- Create!Form, Optio, Oracle BI Publisher

EDI processing & Interfaces to JDE.

ACH A/P positive pay and payments processing to Bank account

SQL Manager and Query Analyzer

3 years - Trax development (International Report creation tool)

Expert in COBOL, DEC Control Language (DCL), Form Management System (FMS), and Datatrieve (DTR)

SYSTEMS EXPERIENCE: JD Edwards ERP – E1 9.0, 8.10, OneWorld XE B73.3.2 SP23,

JDE OneWorld Tools - Object Management Workbench (OMW), Enterprise Report Writer/ Report Design Aid (ERW/RDA), Business

Views (BSVW), Business Functions (BSFN), Form Design Aid (FDA), Object Configuration Manager (OCM), User Defined Codes (UDC), Data Dictionary (DD), Table Design Aid (TDA), Table Conversion (TC), Universal Table Browser (UTB), Debugging Tools – M&D Debug and Visual C++ Debugger

PROFESSIONAL EXPERIENCE: LDI, 01/2017 – 10/2017

JDE 9.2 Consultant

Project- Mayline company implementation Created numerous new Inventory and Sales Order reports.

Did a lot of enhancements and fixes to existing programs.

Modified a standard JDE C function to fix an EDI issue pertaining to Configured Kit Items.

Fixed several programs that were generating “Infinite Loop” errors in the server log files...even though the processes weren’t actually doing infinite loops.

Analyzed log files for multiple kernel crashes. I suspected that several business functions need to be rebuilt due to changes made to the P4210 processing options, in this case, the new fields were added to the middle of the data structure instead of at the end which affects all the existing fields that come after the new fields.

A larger part of my time was spent on developing the 410 report (also called SOS “Sales Order Shortage” report). Used it to prioritize work orders and to determine which orders can be staged for shipping each day. The report is submitted from a selection application I designed and developed after users complained that updating the processing options and data selection for each report was too cumbersome:






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Waycrosse Inc. (4/2017 5/2017 part time) Sr. JDE Applications E1 Developer

Financials enhancements & support

Develop positive pay file for Client’s cash disbursements matched to journal vouchers per account.

Modify checks register to sort by mailing name (not Alpha Name) instead of bank number, since they have several clients that pay same vendors.

Setup additional cash bank account process, to conceal name of processing company on A/P checks.

Modified A/P ACH file processing to accommodate processing company and use of multiple bank accounts. CHS, Inc – Inver Grove Heights, MN, (2009 – 3/2017) Sr. JDE Applications E1 Developer

Developed applications for the JDE 9.0 implementation, to cover multiple CHS divisions of business - Refined Fuels, Lubricants, Crop Nutrients, Propane, Propane Equipment, Renewable Fuels Marketing and Corporate Financials.

Develop, maintain, test, and document JDE Applications and SQL Triggers for Financials A/P & A/R, Inventory, Purchasing and Sales Order processing systems.

Create SQL tables, triggers, and stored procedures for tabling outbound data for ODS.

Wrote SQL scripts for fixing RINS Ledger tables that affect RINS balances.

Created new Insight Reports user accounts and order/apply new license keys and resolve user connection issues. Maintain Insight Reports Scheduler.

Use Insight Reports design tools to make report enhancements.

Create and maintain Planet Press forms templates and distribution processes including VB scripts for email address and printer path global variable assignments.

Developed applications for the JDE 8.12 Propane implementation. Redesigned and developed applications to functionally automate Refined Fuels Product Volume Management system (PVM). The

PVM enhancements reduced RF’s maintenance time by at least 40 hours per month while making it possible for RF to add 500% more terminals to PVM.

Found and fixed many JDE forms that were incrementing Address Book Next Numbers. Crown Packaging Corporation Chesterfield, MO 2 Years (2007 – 2009) Sr. JDE Applications Developer - XE

Developed, maintained, tested and documented JDE batch and interactive applications for Transportation, Financials A/P & A/R, Inventory, Purchasing and Sales systems.

Developed and implemented business functions to table and display user data selection on internal reports.

Added Transportation to the Purchase module for Vendor Returns.

Created custom BOL and Pick Slip prints for Vendor Returns.

Created custom Stage Confirm and Ship Confirm applications for Vendor Returns

Modified Purchase Order Master Functions to insert shipment numbers in Purchase Order detail and ledger records.

Created interactive application and NER to automate A/R Tax Credit Deduction processing.

Wrote application to import D&B customer data. Designed and coded reports to find all A/B records where Crown customer info did not match D&B customer info.

Wrote report to find and delete all orphaned shipment header and detail records.

Wrote NER to find “Manual Review” customers and force them to print first in Sales Invoice Print batch submits.

Created new custom A/R report “Account Balance by State by Month”.

Added processing option to split “Past Due Invoices Report” by National and Non-national Accounts.

Wrote custom report to list Carriers Paid YTD by descending Sales Volume

Created new media object attachment and added it to the Item Ledger/Cardex form. Fiskars Brands Inc. Madison, WI 1 Year (2006 – 2007) JDE Applications Developer - (XE and E810)

Developed, maintained, tested and documented JDE batch and interactive applications for Financials A/P & A/R, Payroll, Inventory, Purchasing and Sales systems.

Troubleshoot and resolved all JDE production problems.

Analyzed and designed new project design specifications.

Developed new invoice forms and transportation documents with Optio.

Developed and implemented business functions to table and display user data selection on internal reports.






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Discovered and resolved memory leaks in C++ functions which improved performance by approximately 50%.

Converted C++ business function source code from XE to E810.

Wrote custom HR, A/R, G/L, and Inventory reports.

Developed several document layouts using Optio. Archer Daniels Midland Company - Decatur, IL 7 Years (1999 – 2006) Level II Programmer/Analyst – JDE (XE) and VAX

Designed, developed, tested, and maintained VAX COBOL and JDE interactive and batch reports for Sales Order Management, Financials, Purchase Settlement, Procurement, and Inventory systems for all ADM international locations.

Developed VAX interfaces using embedded SQL into JDE and ICSS databases.

Troubleshoot and resolved all VAX and JDE production issues. Analyzed and designed specifications for new projects and requests.

Developed new reports, invoices, and various transportation documents with CreateForms.

Lead programmer sent to Koog, Netherlands to install, run, and debug all VAX and JDE data conversion programs for JDE Sales and Inventory installations.

Member of Ringaskiddy, Ireland JDE implementation team.

Team Lead for all Trax programming. (3 team members)

Team Lead for all Create!Forms development. (6 team members)

Designed and developed custom process for selecting and printing JDE sales invoices.

Created many custom versions of Sales Invoice Print applications.

Created entire data conversion process for migrating sales invoice history and open orders data from a VAX legacy system to JDE.

Developed custom EDI tables and EDI processing application to create JDE open sales orders and two years of closed sales orders for historical reference.

Wrote COBOL applications to build data flat files and ftp them to a SQL database.

Wrote JDE Data Conversion applications to populate custom EDI tables.

Developed conversion process to create JDE sales order, text attachments from VAX orders.

Debugged and resolved all production problems in JDE and legacy systems.

Customized Trax software and COBOL interfaces for international transportation documents system.

Maintained and implemented VAX data purge process to backup older data to tape and reorganize production data files.

Wrote and maintained VAX invoice faxing process using RightFax. Play It Again Sports Champaign and Bloomington, IL 7 Years (1992 – 1999) Manager/Co-Owner

Manage all personnel activities including hiring, firing, scheduling, and training.

Responsible for all decisions affecting daily operations and sales.

Forecast consumer demand, negotiate supplier prices and terms, set delivery schedule for seasonal inventory, resolve customer complaints, and negotiate customer trade-in amounts.

Marshall Industries, Inc Pittsburgh, PA 2 Years (1990 – 1992) Account Manager

Maintained close relationships with purchasing agents of established accounts.

Compiled and quoted prices.

Customized sales routines to assist purchasers with their JIT (just-in-time) inventory methods.

TRAINING:

JD Edwards EnterpriseOne developer

EDUCATION:

B.S. in Business Marketing Southern Illinois University

A.A.S. in Graphic Design. Richland Community College

Completed courses in COBOL I, II and Assembler. Parkland Community College


rfp - pinal county, arizona · 2018-10-20 · rfp-173223 jd edwards enterpriseone developer &...

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