rfp - pinal county, arizona · rfp-173223 jd edwards enterpriseone developer & consulting...

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

Responder Name: ERP-OneConsultingInc.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.

ERP-OneisarecognizedleaderinJDEdwardsEnterpriseOneconsultingandManagedServices.OurfocusonEnterpriseOneserviceshasallowedustodevelopcomprehensivesolutionsthatmeetthebusinessneedsofourcustomers.Ourkeydifferentiatorsincludeourability,commitment,andproventrackrecordinconsistentlyexceedingcustomerexpectations.WearecontinuallyworkingwithclientsonJDEdwardsprojects.TheseprojectsincludebothJDEdwardsconsultingengagements(technicaland/orfunctional)andmanagedservicesengagements(CNC,Database,JDESecurity).OurpublicsectorexperienceincludesseveralprojectsforCanadianmunicipalities,aswellastheprovisionofasmallnumberofManagedServicestomunicipalitiesandpublicutilities.Someofourpublicsectorengagementsarelistedbelow:

ClientName Description Date

DistrictofSaanich• EnterpriseOneHR/PayrollImplementation• CNC&DBManagedServices• EnterpriseOne9.2Upgrade

201720172016

PinalCounty • EnterpriseOneSecurityConsulting2015,2017

CityofLethbridge• EnterpriseOne9.2TechnicalUpgrade• EnterpriseOneUpgradeAssessment• EnterpriseOneKernelTuning

201720122011

TownofOakville • Pre-qualifiedPreferredVendor 2016

Montana-DakotaUtilities

• CNCConsulting• EnterpriseOne9.0Upgrade

20162011

CityofGuelph • EnterpriseOne9.1Upgrade• BIPublisherDevelopment

20142014

PowerStream(nowAlectraUtilities)

• EnterpriseOne9.2Upgrade• CNCManagedServices

20142009-present

HydroOttawa • EnterpriseOneSecurityServices 2014



Pinal County



2

CityofMooseJaw • CNCManagedServices• EnterpriseOneReleaseUpgrade

20132012

CityofVaughan • QSoftwareSupport 2013

CityofLondon• InfrastructureReview• EnterpriseOneInstallation• EnterpriseOneSecurityImplementation

201120122012

CityofBrantford • QSoftwareImplementationandUpgrade 2011 Atthetimeofthisproposalpreparation(December2017),wehave80activeprojectsinourprojecttrackingsystem.Someprojectshavedistinctstartandenddates,whileothersarelong-termmanagedservicesorongoing,ad-hocsupportengagements.Wehaveearnedourplaceastrustedpartnertoourclients. WefeelfullyconfidentinourabilitytomeetthediverseneedsofTheCounty.WeunderstandthatthenumberandvarietyofinitiativesplannedrequirespartnerswhoareabletoprovideexpertiseinanumberofEnterpriseOnerelatedareas.Ourmanagedservicesmodelisanefficientandflexibledeliverymodelforremotework.WehaverecentlyrevampedourmanagedservicessolutiontoincludeAUTOM8,ourcustom-developedautomatedmaintenancesolutionforEnterpriseOne.ThroughAUTOM8,weareabletoprovideclientswithunsurpassedefficiencyinEnterpriseOnemaintenanceandmonitoring. WecanprovideTheCountywithonsiteand/orremoteconsultingworkusingourteamofNorthAmerican-basedemployeesandcontractors.Ourindustrypositionallowsustheopportunitytoalignourselveswithlike-mindedandtrustedfirmsandindividuals.Weprideourselvesinofferingourclientsthebestteampossible.Thevastmajorityofoursubcontractorsarepeoplewhomwehaveworkedwithinthepast,andwhohavesuccessfullydeliveredonpreviousengagements.Wehaveverystrongrelationshipswithlong-standingsubcontractorsandweareconfidentinourabilitytobringtherightpeopletoPinalCounty.CorporateInformation-ERP-OneConsultingInc.HeadOffice:Unit303,535-10thAveSWCalgary,AB,CanadaT2R0A8Phone:(403)457-3771Website:www.erp-one.comResponderContactRepresentative:

BradCalbickSeniorAccountExecutivePhone:1(403)457-3771(office)Phone:1(403)616-5053(cell)Email:[email protected]



Pinal County



3

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.

Responder Response

ERP-OneispleasedtopresentPinalCountywithateamofveryqualifiedresources.WearehighlyconfidentinourqualificationsforeachofthedesiredareasaslistedbyTheCounty:

Three(3)yearsofexperienceworkingwithJDEdwardsEnterpriseOneERPApplicationsincludingHumanResources/PayrollandFinancialmodulesandstrongknowledgewithinteroperabilityprocesses,suchasBenefits/Payroll/GeneralLedger.

Wemeetorexceedthisrequirement.Ourfunctionalexpertsbringanaverageofover15years’EnterpriseOneexperiencetoPinalCounty.

Typicalresponsibilitiesofourfunctionalresourcesinclude:

• DevelopingprocedurestoensureintegrityofERPsystemanddatabases

• Ensuringthatexternal/internalregulationsandpoliciesgoverningdatamanagementaremet,includingregulationsconcerningsecurity,auditandprivacy

• Designingandmaintainingtheprocesstoassignappropriatesystemaccesstousersatdifferentlevelsacrosstheorganization

• TroubleshootsandresolveERPapplicationsoftwareproblemsonatimelybasisincompliancewiththeServiceLevelAgreement(SLA)

• DevelopandimplementprojectplansforERPsolutions

• AssistkeypersonneltodefineuserneedsanddevelopERPsolutions

• Workwithend-userstoanalyze,design,construct,testandimplementERPapplicationsinsupportofregularbusinessoperations

• TestinganddevelopingtestscriptsandscenariosforERPapplications

• Documentapplicationbusinessprocessesandprovidecross-functionaltrainingasneeded

• Workwithendusersonallfunctionalmodulestodocumentbusinessneeds/requirementsfor



Pinal County



4

upgradesandenhancements

• DevelopandpresentERPtrainingmaterialsforend

users

PublicsectorexperienceimplementingJDEdwardsEnterpriseOneERPsystems.

Wemeetorexceedthisrequirement.ERP-OnehasrecentlycompletedanEnterpriseOne9.2upgradeforapublicsectorclientinBritishColumbia,Canada.TheprojectalsoincludedtheimplementationofnewHR/Payrollfunctionality.

Inaddition,ERP-OnehasworkedwithpublicsectorutilitiesinCanadaandtheU.S.ThisworkincludesEnterpriseOneupgrades,toolsreleaseupgrades,support,technologyconsulting,andongoingmanagedservicescontracts.

ExperienceupgradingJDEdwardsEnterpriseOnefrom9.0to9.1or9.2forclients.

Wemeetorexceedthisrequirement.ERP-OnebringsextensiveEnterpriseOneupgradesexperiencetoTheCounty.Includedinsection4.2isatablelistingsomeofourrecentEnterpriseOne9.xupgrades.

Wearehappytoprovideadditionalreferencesuponrequest.

Appropriatetrainingand/orworkexperienceinsoftwaredevelopmentplanningandprogrammingmethods.

Wemeetorexceedthisrequirement.Typicalresponsibilitiesofourdeveloperresourcesinclude:

• JDEcustomdevelopmentandmodulemodifications

• BSSVinstallationandbuild• Install/develop/maintainE1PagesandCafeOne

Pages• Mentorinternalstafftoadviseandguide

developerswithbestpracticeandmethodologiesforE1development

• ManageCNCprocessandproceduresforpackagepromotionandobjectmanagement

• Businessprocessanalysistoensurethatcustommodificationsarejustifiedandin-linewithbusinessprocess

• Determineidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment

• Customdevelopment,forexample:XMLPublisher,Finance(A/P,A/R),BIPublisher,HR/Payroll,



Pinal County



5

InterfacestoandfromOracleEnterpriseOnewith3rdpartysoftware,E1Workflow

In-depthtroubleshootingexperienceofinteractiveapplications,UserBatchEngine(UBE),andbusinessfunctions.

Wemeetorexceedthisrequirement.

OurCNCconsultantsarecapabletohandlesuchMasterBusinessFunction(MBF)issues.OurManagedServicesteamtriagesandactionsthesetypesofclientscenariosonaregularbasis.

Knowledgeofhardware,softwareandperipheralequipmenttroubleshootingtechniques.


OurCNCconsultantssupportallcomponentsofsupportedJDEdwardsplatforms.ThisincludesincludingcloudoptionsfromOracle,Microsoft,andAmazon.OurdeepexperienceinEnterpriseOnesystemadministrationallowsustomanagethesesituationsforclients.

Knowledgeofnetworksystemaccessandsecurityguidelinesandprocedures.


WeareveryknowledgeableinEnterpriseOneandrelatedsecurity.

Highlyskilledinintegratingandoptimizingsoftwareapplications.


Wepossessexpert-levelskillsinthisarea.IntegrationandoptimizationarecommonfoundationalpiecesforeveryERPsystem.Wehavedeepexpertiseinthisarea.

Beyondcommonoptimizingscenarios,wedevelopcustomizedsolutionsforclientsinordertoelevatetheirJDEdwardssystemstopropeltheirbusinessesforward.Examplesofthesesolutionsincludecustommobileapplicationsandcloudsolutions.

DetailedinformationonoursubcontractorresourcesisprovidedinAppendixA,alongwithindividualresumesofsubcontractorsandemployees.



Pinal County



6

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:

JohnnyChu,Calgary,Alberta,Canada

JDEDevelopment15+years

MartaDidomenicoJacksonville,Florida,USA

HR20+yearsofexperience

KarenHawkeCalgary,Alberta,Canada

ProjectManagement20+yearsofexperience

FredHasseRockton,Illinois,USA

Sr.Developer25yearsofexperience

NolanLittleVictor,Montana,USA

CNC19+yearsofexperience

MatthewMurdochAustin,Texas,USA

Finance10+yearsofexperience

BillPatowBozeman,Montana,USA

CNC19yearsofexperience

DebSalweiNorthDakota,USA

ProjectManagement/HR21+yearsofexperience

HelenZhangVancouver,BritishColumbia,Canada

Developer13yearsofexperience

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.

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.

4.3 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.



Pinal County



7

Responder Response

4.1 ERP-OneCorporateHistoryandStructure

CompanyInformation

Foundedin2004,ERP-OneConsultingInc.isaNorthAmerican-basedconsultingfirmspecializinginJDEdwardsEnterpriseOnesoftwareandrelatedconsultingservices.WeofferacomprehensivesuiteofJDEdwardsservicesdeliveredbyourhighlytrainedin-housestaff,including:applicationanddevelopmentconsulting,technicalconsulting,databaseservices,andmanagedservices.Forthepastelevenyears,wehaveworkedwithourclientsacrossNorthAmericatoelevatetheperformanceoftheirJDEdwardssystems.WeareaCanadiancorporationheadquarteredinCalgary,Alberta.Ourcompanyiscomprisedof:

• Staff:23employeesand10fulltimecontractors• Locations:Calgary,Kelowna,Toronto,Montreal,NewBrunswick,AtlantaGA• Countries:Canada,US,UnitedKingdom,SouthAfrica

TheprincipalsofERP-Onearethreemanagingpartners,eachexperiencedJDEdwardsseniorconsultants,activelyinvolvedinthedailyactivitiesofthecompany.Sinceourformation,ERP-Onehasexperiencedyearoveryeargrowthinrevenueandprofitability.Duringthistime,ouremployeebasehasgrownfromthreeto23teammembers,andwecontinuetoexpandourclientbaseandourservicesofferings.Weareproudtohaveoneofthelargestin-houseCNCandJDEdwardstechnicalconsultingresourcebasesinNorthAmerica.WithstafflocatedacrossNorthAmericaaswellasEurope,ourservicecoverageisunparalleled,asisourdedicationtotechnicalexcellence.Webelievethatouremployee-basedmodelcontributestooursuccessoneveryengagement.

CoreCompetenciesERP-Oneoffersacomprehensivesuiteofservices,specializinginJDEdwardsEnterpriseOneandrelatedsystems.Ourrangeofservicesincludes:

• EnterpriseOneApplicationConsultingandProjectManagement• CNCConsultingandManagedServices• DatabaseConsultingandManagedServices• EnterpriseOneDevelopment• EnterpriseOneSecurityandQSoftware• InstallationsandUpgrades

o EnterpriseOneo SupportingSoftware(Databases,WebEngines,OracleFusionMiddlewarecomponents)o InfrastructureandArchitectureDesign(VirtualandPhysical)

§ iSeries,pSeries,Intel(Linux,Unix,Windows)



Pinal County



8

Ourcorecompetenciesaredemonstratedonadailybasiswithinbothofourmajorbusinessareas,ConsultingServicesandManagedServices,discussedbrieflybelow.

ConsultingServicesERP-One’sConsultingServicesteamisbuiltaroundyearsofexperiencedeliveringexceptionalqualitytocustomersintheprivateandpublicsectors.ThemanagingpartnersofERP-OneallstartedasCNCconsultantsandhave,overtheyears,developedbestpractices,procedures,andmethodologiesthatsetusapartfromourcompetitors.Thishasallowedustoretainthemajorityofourcustomerssinceinception.ERP-OnepossessesdistinctJDEdwardsskillsthatwebringtoeachproject:

• EnterpriseOneupgradesandimplementationserviceso ProjectManagement,ProjectDelivery,EducationandSupport

• Re-architectingandsystemredesigning/right-sizingfromoneplatform/database/webenginetoanewerordifferentmoreadvantageoustechnology

• LeveragingvirtualizationtechnologiesincludingVMware,MicrosoftVirtualServerandOracleVirtualMachinesforoptimizingusageofhardwaretechnologiesandresources

• ExtensiveknowledgeofOracleFusionproductsincludingBIPublisher,OneView• JDEdwardsAISmobilesolutionsandcustomdevelopment• ReportingandOracleAccessManagement• Packagebuilds,deploys,promotions,objectmanagement,buildscheduling• Security,EnterpriseOne,QSoftware• iSeriesexpertise• JobScheduling,EnterpriseOne,Kantion• ToolsReleaseupgrades• DisasterRecoveryPlanningandHighAvailabilitydesign,implementation&support• MemberoftheOraclePerformanceTasksForce• ExtensiveseniorCNCanddatabaseconsultingexperienceforprojectsorissueescalation• OurproprietaryRunningRightprojectmanagementmethodologywhichincorporatesourextensive

consultingandprojectexperiencewithEnterpriseOneintoarealworkframeworkforconsistent,reliabledeliveryofprojects.

• Leveraginginindustrypartnershipsandalliancestoprovidethebestsolutionsandconsultantstoourclients.

Ourconsultingteamisover90%employeebased,makingusuniqueintheindustry.Ourcorevalueofcommitmenttoouremployeesensuresthattheteammembersthatassistyoutodaywillbethereforyouinthefuture.Withnearlyzeroemployeeturnoversincethecompany’sinception,weareproudtoofferateamofveteranconsultants,fullytrainedinERP-Oneconsultingmethodologiesandindustrybestpractices.

ManagedServicesOurManagedServicespracticeplaysakeyroleatERP-One.Ourmatureandwell-establishedManagedServicesteamcurrentlysupports25(attimeofwriting)clientorganizationsofvarioussizes,acrossdiverseindustriesincluding:utilities,manufacturing,pharmaceuticals,andenergy.



Pinal County



9

Ourservicedeliverymodelispredicatedonstrongtechnicaltrainingandprovenproceduresandbestpractices,ensuringservicedeliveryqualityismaintainedatalltimes.Theresultisareliableandeffectivesolutionforourclients’EnterpriseOneanddatabasetechnicalneeds,deliveredremotelybyprofessionalandexperiencedconsultantsandsupplementedwithscheduledmeetings,standardizeddocumentation,andperiodicstatusreports.Thisapproachiscomplementedbyourclient-centricfocus,anothercorevalue,providingaccessibilitytoourpartnersandteammembersanytime,anywhere.Ourclientsrelyonusonadailybasis,andwearehereforthematalltimes.Ourmanagedservicescoverageisavailableona24x7basis,365daysperyear.Ourmanagedservicesaredeliveredremotely,offeringmaximumflexibilitytoourclients.

TheERP-OneAdvantage

ERP-Oneemploysexceptionalpeople.Wefeelverystronglythatweneedtobeastrategicpartnertoourclientsinordertomaintainastrongrelationshipandtocontinuallyaddvalue.

WorkingwithERP-Oneoffersanumberofdistinctadvantages,including:

• WeareacertifiedOracleGoldPartneringoodstanding• ExtensiveEnterpriseOneexperience,fromsmallsitestoglobalmulti-siteinstallations• Ouremployee-basedteamofexperiencedconsultantsensuresconsistentdeliveryandresultsfor

ourclients• Uniqueemphasisonpairingbusinessrequirementswithtechnicalsolutions• Databaseexpertise:DRP,CapacityPlanning,PerformanceTuningandMaintenance• Upgradetothe9sCertifiedbyOracle,including9.2UpgradeWorkshops• SuccessfulcompletionoftechnicalJDEdwardsprojectsincluding:OVR,BSSV,andAIS• Selectedasoneoftheoriginal25partnersworldwidetojointheOraclePerformanceTaskForce.

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

ERP-One’spriorexperienceincludesthesuccessfulcompletionofover400EnterpriseOneprojectsfororganizationsacrossNorthAmerica,inboththeprivateandpublicsectors.Wearecontinuallydeliveringforclients.

RelevantExperienceERP-OnebringsextensiveJDEdwardsexperiencetoPinalCounty.ThetablesbelowpresentselectivelistsofJDEdwardsprojectsandengagementsthatwehaveperformedwithinthepastfouryears.WebelievethattheselistsclearlydemonstrateourcapabilitiesinprojectsandengagementsrelevanttotherequirementsofPinalCounty.Ourproficiencyisshownbythesolidtrackrecordofsuccessthatwehavedevelopedovertheyears.



Pinal County



10

EnterpriseOneApplicationUpgrades

ThetablebelowcontainsaselectivelistofourEnterpriseOnereleaseupgrades.Wehavealsoincludedthescopeofourresponsibility(CNC/technical,development,application/functional,andprojectmanagement)ontheseprojects.

ClientName

Public/Private

UpgradeRelease

Platform/Database

CNC&TECH DEV

APP&FUNC

PROJMGMT

DistrictofSaanich Public 9.2

vWindowsOracle X X X X

CityofLethbridge Public 9.2

vWindowsOracle X

CityofGuelph Public 9.1

vWindowsOracle

Weblogic X X C CPowerstream

(AlectraUtilities) Public 9.1

vWindowsSQLSvrWeblogic X X X X

MontanaDakotaUtilities Public 9.0

iSeriesvWindowsWebsphere X C C X/C

BICCorporation Private 9.2

iSeriesDB2/400Citrix/

vWindows X P P X

AmpacetCorporation Private 9.2

AIXUnixOracle

vWindows X

PCLConstructors Private 9.0

iSeriesvWindowsWebsphere X C C C

BestVendors Private 9.0

vWindowsOracle

Websphere X C C X/C

BICCorporation Private 9.0

iSeriesvWindowsWebsphere X C C X/C

FisherBrothers Private 9.0

vWindowsSQLSvrWeblogic X C C X/C

ATSAutomation Private

9.09.1

vWindowsSQLSvr X X C X/C



Pinal County



11

Weblogic

PCI Private 9.1

iSeriesvWindowsWeblogic X X X X/C

AgnicoEagle Private 9.1

AIXUnixOracle

vWindowsWeblogic X X P P

AmpacetCorporation Private 9.1

AIXUnixOracle

vWindowsWeblogic X X C C

ChristieDigital Private 9.1

iSeriesvWindowsWeblogic X X C X/C

Garda Private 9.1

vWindowsSQLSvrWeblogic X P P P

GerrieElectric Private 9.1

vWindowsSQLSvrWeblogic X C C X/C

HouseofElectric Private 9.1

vWindowsSQLSvrWeblogic X C P X/C

JohnstonEquipment Private 9.1

iSeriesvWindowsWeblogic X X/C C X/C

ReveraLiving Private 9.1

vWindowsOracle

Weblogic X X/C X X

ViforPharma Private 9.1

vWindowsSQLSvrWeblogic X X/C C C

XSEGroup Private 9.1

vWindowsSQLSvr

Websphere X X/C X/C XNotes:

X–ERP-OneConsultant,C–ClientTeam,P–PartnershipwithanotherBusinessPartner



Pinal County



12

EnterpriseOneModuleImplementationsThetablebelowlistsourEnterpriseOnemoduleimplementationexperience:

Module Function

Foundation AddressBook

Finance

GL,AP,AR,FixedAsset,Jobcost,ExpenseManagement,Multi-Currency,CAM,RealEstate

DistributionInventory,Procurement,SalesOrder,AdvancedWarehousing,AdvancedPricing,CRM,Service/Warranty,ContractManagement,BulkInventory,RFTechnologies(RFGen,RFSmart,DSI)

Manufacturing PDM,ShopFloor,MRP,Plant/EquipmentManagement,Configurator

HCM HR,PayrollCanada&US,InterfacestoCeridianandADP,TimeandLabour,LeaveAdministration,EmployeeSelfService

Interfaces/ReportingTools/BI

Cognos,OBIEE,BusinessObjects,Insight

Mobility MobileADFandAIS(MAF,ADFandJavaAPI’sforE1/AIS)

EnterpriseOneTechnologies

ThetablebelowpresentsapartiallistingofEnterpriseOnetechnologyprojectswehavecompletedforclients:

Technology DetailsandExperience

E1ToolsReleases

ERP-OnehasimplementedToolsReleaseupgradesformanyclients,rangingfromversion8.xto9.2.WehavedevelopedandutilizearepeatableandprovenmethodologytoguideactivitiesofToolsReleaseprojects.Overthepastfiveyears,wehavesuccessfullycompleted30+ToolsReleases.Clientprojectsinclude:

• Cushman&Wakefield• ScotForge• BURNCORockProducts• AmpacetCorporation• LaCoopFedere• JohnstonEquipment



Pinal County



13

• ChristieDigital• MorneauShepell• StrategicGroup• CiveoCorporation• PCLConstruction• ForzaniGroupLimited• Mark’sWorkWarehouse• AutomatedToolingSystems

OneViewReporting(OVR)

ExperiencewithOneViewReporting:

• SetupstandardOVR(fromOracle)• Create/configureOVFS/OneViewFinancialStatements• Performbusinessanalysisonneedsofclient• Trainingendusers/superusers• Knowledgetransfertoadminstaff

Clientprojectsinclude:

• StrategicGroup–TrainingandInstallation• MorneauShepell• AmpacetCorporation

AISMobile

ExperiencewithAISMobile:

• CustomAISdevelopment• FullMobileSolutionrollout(includingmultipledevices)• StandardOracleAppRollout

Clientprojectsinclude:

• JohnstonEquipment• AgnicoEagle

E1HealthAssessment

ERP-OnehasconductednumerousE1HealthAssessments.Dependingonclientneed,thescopeoftheseassessmentscancoverCNC,E1Security,Database,andHardwareconfigurations.Detailedfindingsandprioritizedrecommendationsarethemaindeliverables.

Clientprojectscompletedinclude:

• WestPortHealth• ChristieDigital(Database)• OSCO• PCIServices• KIKManufacturing• Cushman&Wakefield



Pinal County



14

• JohnstonEquipment• Monin• ParklandFuels• AltaGas• SMMPogo• NorthWestRedwater

BSSV

Install/develop/maintainWebServicesClientprojectscompletedinclude:

• MorneauShepell• ChristieDigital• ReveraLiving• PCLConstruction

CafeOne

Install/develop/maintainCafeOnePagesClientprojectscompletedinclude:

• ScotForge• JohnstonEquipment• AmpacetCorporation

HardwareUpgrade

Hardwareupgrades,re-architecting,andplatformmigrationsClientprojectscompletedinclude:

• KingCountyLibrarySystem• LaCoop• Certainteed• ForzaniGroupLimited• Mark’sWorkWarehouse• Medtronic(Covidien)• Powerstream

E1Pages

Install/develop/maintainE1PagesClientprojectscompletedinclude:

• MorneauShepell• ScotForge• Tiffany&Co• AnschutzCorporation

Clientprojectscompletedinclude:



Pinal County



15

ObjectManagementWorkbench/UserDefinedObjectsLifeCycleManagement

• Medtronic(Covidien)• Tiffany&Co• Harnois• CiveoCorporation• Cushman&Wakefield

4.3 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.

DetailsareprovidedbelowonfourEnterpriseOneApplicationupgradeprojects.

Whilenotfeasibleforustoincludeallprojectsworkedoninthelastfouryears,wearehappytoprovideinformationonotherprojectsasperTheCounty’srequest.



Pinal County



16

Client:AlectraUtilities(formerlyPowerStream)

Overview

PowerStream(nowAlectraUtilities)isacommunity-ownedenergycompanyprovidingpowerandrelatedservicestomorethan375,000customersresidingorowningabusinessincommunitieslocatedimmediatelynorthofTorontoandinCentralOntario.PowerStreamisjointlyownedbythemunicipalitiesofBarrie,MarkhamandVaughan,andiscommittedtoprovidingitscustomerswithsafe,reliableandefficientservice.

Corporatewebsite:powerstream.ca.

ERP-OnehasbeenworkingwithPowerStreamforeightyears,providingJDEdwardsConsultingServicesandManagedServices.WehavecompletedseveralprojectsforPowerStream,includingtheEnterpriseOne9.1upgradeundertakenin2014.WehavebeenprovidingCNCManagedServicestoPowerStreamsince2010.

ProjectDurationandSize

ImplementationDate:September2014LengthofProject:6monthsNumberofUsers:400+

ERP-OneRolesandResponsibilities

EnterpriseOneUpgrade8.12–9.1

• Projectplanning,projectmanagement,budgeting• CNC,Database,Security,Development,HR/Payroll,DistributionandFinance.• ArchitectureDesignandre-architecturefromiSeries/DB2tovirtualizedWindowswithSQLServer• Databaseconfiguration• Performancetuning• Training,netchangeforHR/Payroll,Distribution,Finance,CNCandArchitecture• SetupandtestingofDRPsite

Details:

• ProvidedguidanceforupgradeplanningincludinganalysisofE1releasenetchangeandbenefitstoberecognized,andperformedrequiredcost/benefitanalysisforarchitecturechoices.Thisanalysisledtore-architectingonWindows/SQLServerforcostsavings.

• Thiswasacompleteupgradefrom8.12to9.1.• Providedleadershipinallkeyareas,includingarchitecture,CNC,development,functionalandproject

managementroles.

LevelofSuccess



Pinal County



17

• Upgradewascompletedonscheduleandunderbudget.• Post-upgradeprojectsincludeimplementationofanE1archivingsolution,andtheredesignoftheE1

securitymodel.

LearningsGained

WhiletheMockGo-Livewasbeingexecutedascheduledrebootwasinitiated,whichcausedtheentirevolumeofworktoberesubmitted.Thiscausedtheprojectteamtofurtherscrutinizethecommunicationschedulebetweentheclientinfrastructureteamandthetechnicalprojectteam.

Ultimately,thego-livecommunicationsschedulewasenhancedtoincludeallrelatedpartieswhichcontributedtothesuccessfulimplementation.

Client:ReveraLiving

Overview

Reveraisaleadingowner,operatorandinvestorintheseniorlivingsectorcommittedtohelpingolderadultslivelifetothefullest.Throughitsportfolioofpartnerships,Reveraownsoroperatesmorethan500propertiesacrossCanada,theUnitedStatesandtheUnitedKingdom,offeringseniors’apartments,independentliving,assistedliving,memorycareandlong-termcare.

KeyFacts• Reveraisaleadingowner,operatorandinvestorintheseniorlivingsector• 500sitesacrossCanada,theUnitedStatesandtheUnitedKingdom• Approximately45,000employeesservingmorethan50,000people

Corporatewebsite:reveraliving.com

ERP-OnehasbeenworkingwithReverasince2013.ServicesprovidedincludeCNCandDatabaseManagedServices,alongwithnumerousconsultingengagements.WehavecompletedseveralprojectsforRevera,includingtheEnterpriseOne9.1upgradeundertakenin2014.WehavebeenprovidingManagedServicestoReverasince2013.


ImplementationDate:June2014LengthofProject:4.5monthsNumberofUsers:4000+




Pinal County



18


• Projectplanning,budgeting• CNC,Database,Development,FinanceandProjectManagement• Architecturedesign• DatabaseconfigurationandLinuxupgrade• Training,netchangeforFinance,CNCandFoundation

Details:

• ERP-Onedesignedinfrastructure,wroteprojectplan,andassistedwithprojectscopingandbudgetaspre-upgradeactivities.

• Performedtechnicalupgrade,withfunctionalsupportforFinanceandFixedAssets,from8.12to9.1.Alsoprovidedresourcestoleadthedevelopmentretrofits,aswellasafullE1securityre-implementationusingQSoftware.

• Projectplanning,workingwithinternalfunctionalteamtodevelopoverallprojectplan.Infrastructuredesign,technicalprojectplan,upgradeexecution,multipledataconversions,projectsupport.

• CNCandDatabasemanagedservices,providingallsupportandmaintenanceforEnterpriseOneandsixOracledatabases.

LevelofSuccess

Theprojectincludedacompletere-designandimplementationofRevera’sEnterpriseOnesecurity,providingfullreportingandauditcapabilities.QSoftwareallowedustocompletethere-implementationinaveryshortwindows.aswellascutworkloadforRevera’ssystemadminbyover40%TheupgradewasalsoanopportunityforReveratoaddressseveralinfrastructurechallengesincludingsupportability,serverpatchandrelease,systemstabilityandperformance.ByleveragingourManagedServices,Reverahadanexceptionallysmoothtransitiontopost-implementationsupport.Revera’smainobjectivesweretocompleteatechnicalupgradeinfourmonths,andincludeHR,Financeandmodificationretrofits.ERP-Onecompletedtheprojectontimeandonbudget.

LearningsGained

Thisprojectwasablueprintforhowtorunaproject.TherewasadefiniteadvantagesinceERP-Onewasalreadyprovidingmanagedservices,butthekeytotheprojectsuccesswasfollowingaverydetailedproject,usingourRunningRightprojectmethodologyandhavingaverystrongprojectteam.

Onekeylessonlearnedfromthisprojectwasthatwithtwoprojectmanagers,acleardelineationofrolesandresponsibilitieswasessential.



Pinal County



19

Client:ChrisiteDigital

Overview

ChristieDigitalisaglobalvisual,audioandcollaborationsolutionscompanyofferingdiversesolutionsforbusiness,entertainmentandindustry.Christieemploysover1,500peoplegloballyandhasinstalledover100,000projectionsolutionsforavarietyofindustries,worldwide.Christie’sheadofficeislocatedinCypress,California.ChristieengineeringandmanufacturingisheadquarteredinKitchener,Ontario,CanadawithasecondmanufacturingfacilityinShenzhen,China.

Corporatewebsite:christiedigital.com

ERP-OnehasbeenworkingwithChristieDigitalforoverfiveyears.ServicesprovidedincludeCNCandDatabaseManagedServices,alongwithnumerousconsultingengagements.WehavecompletedseveralprojectsforChristie,includingtheEnterpriseOne9.1upgradeundertakenin2012.WehavebeenprovidingManagedServicestoChristiesince2011.


ImplementationDate:February2013LengthofProject:8monthsNumberofUsers:1600



• Projectplanning• Architecturedesign• EnterpriseOnereleaseupgrade• Toolsupgrade• EnterpriseOneManagedServices• E1PagesImplementation• BSSVServerUpgrade• ArchiveDataUpgrade• DisasterRecoverySetup

Details:

• Thiswasacompleteupgradefrom8.12to9.1.• Upgradetoolsrelease8.98.3->9.1.2.1->9.1.3.1.• OASmigrationtoWebLogic.• BSSVupgradefromOAStoWLS.



Pinal County



20

PostupgradeprojectshaveincludedOBIEEupgrade,ToolsupgradeandESUsupdates.

LevelofSuccess

ChristieDigital’smainobjectivewastoexecuteanApplicationupliftto9.1utilizingthelatesttoolsreleasepossible.Thisobjectivewasmetonbudget,utilizingmostlyinternalresourcingwiththeexceptionofERP-One’sSr.CNCConsultant.

LearningsGained

TheclientprojectteamhadoutlinedspecifictestingofcertainbusinessprocessesduringIntegratedtestingwhichhadallbeenvalidated.DuringUAT,however,itwasfoundthatsomeversionsofapplicationsdidnothavethecorrectprocessingoptions.Fromthisexperience,astrictemphasisontestingintheearlierstagesoftheprojectwouldhaveflushedoutsomeofthesediscrepancies.

Client:DistrictofSaanich

Overview

TheDistrictofSaanichisanurbanandruralmunicipalityonVancouverIslandinBritishColumbia,Canada.Itislocatednorthoftheprovincialcapital,Victoria.Saanichhadanapproximatepopulationof114,000citizensin2016,makingitthemostpopulousmunicipalityonVancouverIsland,andtheeighthmostpopulousintheprovince.ThewordSaanichmeans“emergingland”or“emergingpeople.”TheDistrictwasincorporatedonMarch1,1906.SaanichisthelargestmunicipalityintheGreaterVictoriaRegionwithanareaof103squarekilometres(40squaremiles)andisamembermunicipalityoftheCapitalRegionalDistrict.Corporatewebsite:saanich.ca

ERP-OnehasbeenworkingwiththeDistrictofSaanichsinceApril2016.InthattimeERP-OnehascompletedanEnterpriseOneupgradefromversion8.11toversion9.2.ERP-OnehasalsorecentlycompletedanHR/PayrollimplementationinDecember2017andwehavebeenprovidingCNCandDBAManagedServicessinceDecember2016.ERP-OnealsoprovidesconsultingservicestotheDistrictofSaanichonanas-neededbasis.


ImplementationDate:December2016LengthofProject:9monthsNumberofUsers:300




Pinal County



21

EnterpriseOneUpgrade8.11–9.2• Projectplanning,projectmanagement,budgeting• CNC,Database,Security,Development,Manufacturing,Procurement,InventoryManagementand

Finance.• ArchitectureDesign• Databaseconfiguration• Performancetuning• Training,netchangeforManufacturing,Procurement,InventoryManagementandFinance,CNCand

Architecture• SetupandtestingofDRPsite

Details:

• Thiswasacompleteupgradefrom8.11to9.2.• Performedapre-feasibilitystudyontheproject.• Ensuredthatthetechnologicalcapabilitiesmetthedesiredbusinessandorganizationalobjectives.• Replacedpreviousin-housecustomapplicationswithEnterpriseOnefunctionality.• Re-implementedJDEdwardssecuritytoincluderole-basedsecurityandalignwiththeDistrict’s

privacyrequirements.• ProvidedguidanceforupgradeplanningincludinganalysisofE1releasenetchangeandbenefitstobe

recognizedandperformedrequiredcost/benefitanalysisforarchitecturechoices.Providedleadershipinallkeyareas,includingarchitecture,CNC,development,functionalandprojectmanagementroles.

LevelofSuccess

• Duringthecourseoftheproject,thescopeandbudgetweresignificantlymodified.ERP-Onewasabletomanagethechangesandcompletetheprojectaccordingtothemodifiedscopeandbudget.

• Postupgradeprojectsincludesomeitemstakenoutoftheoriginalscope.

LearningsGained

Underpreviousleadership,TheDistrictofSaanichinvestedminimallyininformationtechnology,includingtheirEnterpriseOneinstallation.Thisincludedalackofmaintainingknowledgeofthesystem,whichresultedinansituationwheretheDistrictwasunsureoftheircurrentsystemscapabilities,aswellaswhattheyrequiredinanupgradedsystem.TheRFPandtheresultingprojectwereaperiodofincreasedlearningfortheDistrictofSaanich,aswellasforERP-One.ERP-OnewasabletosuccessfullyadapttotheDistrictofSaanich’schangingrequirementsandtheirstartinglackofknowledge.Althoughtheprojectwasnotwithoutitssetbacks,thego-livewassuccessfulandERP-OneandtheDistrictofSaanichhavefosteredacontinuingpartnershipfocusedonabetterunderstandingoftheDistrict’srequirements.



Pinal County



22

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

ReferenceCompany Description

ContactName:SohnaliDeLivera,PMPApplicationSupportCoordinatorEntityName:TownofOakvillePhoneNumber:905-845-6601,ext.3027Fax:n/aEmail:[email protected]

ProjectDescription:Weprovidead-hocservicesforCNCanddevelopmentneedsbaseduponsubmittingaresponsetoanRFQverysimilartothisone.WesubmittedapriceperhourforresourcesandTownofOakvilleasksustoprovidethoseserviceswhenneeded.

ContactName:WlodMalaszukDirector,SystemDevelopmentEntityName:MorneauShepellInc.PhoneNumber:416.391.6604Fax:n/aEmail:[email protected]

ProjectDescription:WehaveperformednumerousEnterpriseOneconsultingprojectsforMorneauShepellsince2014.Forexample:

• EnterpriseOneEnterpriseOne9.2TechnicalUpgrade

• ToolsReleaseUpgrade• BSSVInstallation• JDEdwardsSupportServices• SSOusingOAM

Inaddition,webeganprovidingCNCManagedServicestoMorneauShepellin2017.

ContactName: ProjectDescription:



Pinal County



23

KennethHessDirector,EnterpriseApplicationsEntityName:PacificSteelPhoneNumber:406-791-8564Fax:n/aEmail:[email protected]

ERP-OnehasbeentheprimarypartnerforERPsupportandservicesfor3yearsnow.Weprovidedevelopment,project,technicalandsomefunctionalconsulting.• Bucketofdevelopmenthours• Multipleprojectsincludingamajorupgradeto

theirfinancialareatoaccommodateacompletelynewsteelprocessingsolution

6 Availability

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

Responder Response

Weareabletoworkwithinthecounty’sparametersanddonotrequireminimumhoursperproject.

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.

Responder Response

Yes,weareabletoprovidetheseservices.Theimpactonpricing(10%ratepremium)isprovidedinResponseForm2.

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

Accounts Payable E 15 Accounts Receivable E 15

General Accounting E 15 General Ledger E 15



Pinal County



24

Budgeting E 15 Capital Assets E 15

Job Cost Accounting E 15 ACH Supplier Payments E 15

Purchasing & Distribution (not inventory or sales order processing) E 15 Supplier Self Service E 15

Subcontract Management E 15 Advanced Contract Billing E 15

Expense Management E 15 Human Capital Management

Workforce/Human Resources Management E 15

Position Budget Management E 15 Benefits Administration E 15

Payroll/Payroll Automation E 15 Employee Self Service E 15

Global Leave Management E 15 Time Entry E 15

Health & Safety E 15 Reporting/ System-Wide

Master Business Functions (MBF) E 6* BI Publisher E 4*

Insight/Hubble or Reports Now Reporting E 6* One View Report Management E 6*

Workflow Management E 6* JD EnterpriseOne 9.2 Upgrades (Application & Tools) E 10*

QSoftware for Security Management E 8* Address Book E 10*

E1 Pages E 5* Development (for Individual Responders Only)

Object Management Workbench (OMW) SQL Programming, Reporting, Query

C or C++ Programming Java

Named Event Rule (NER) Business Functions (BSFN)

JDE EnterpriseOne Programming/Development

* Years’ experience indicates ERP-One’s corporate experience (minimum values are given).

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.

ERP-One Consulting Inc. ___ 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.



Pinal County



25

___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

AppendixA

ResourceInformation-Subcontractors

JohnnyChu Education Training Strengths/Specialties

TechnicalExpertise

• B.Commerce

• JDEdwardsdevelopment

• OneWorldDevelopmentTools:• FormsDesignAid• ReportDesignAid• TableConversions• BusinessFunctionDesignAid• TableTriggerDesignAid• JDEdwardsPortal/HTMLdevelopment

anddesign• CustomLogo/BarCodedevelopmentin

JDEdwardsUBE• XMLPublisher• BIPublisher

FunctionalExpertise

ProgrammingLanguages Certifications EmployerName EmployerDates

JDEProductKnowledge:• GeneralAccounting

(A/RandA/P)• Sales/Purchase

OrderManagement• Equipment/Asset

Management• ProductData

Management• ShopFloorControl• HumanResource

Management• Payroll,andmore…

• Pleaseseeresume

• Pleaseseeresume

MartaDiDomenico

Education Training Strengths/Specialties

TechnicalExpertise

• MBA–Finance• B.ScBusinessAdmin

• 20yearsJDEimplementation

• PMofPayroll,HR&Financialapplications

• Upgrades/ImplementationsofPayroll/HR/Finance

• AS/400• UNIX• AIX

FunctionalExpertise ProgrammingLanguages Certifications EmployerName EmployerDates

• JDEHR/Payroll• JDEFinance

• Pleaseseeresume

• Pleaseseeresume

FredHasse


TechnicalExpertise

• MBA• B.S(Comp.Science)

• OracleJDECNCFoundation

• OracleJDESystemAdministration

• OracleJDEDevelopment

• ASP.NETMVC

• ApplicationDevelopment/Design

• SystemImplementation

• CustomerIntegration• Enterprise

Architecture• ERP/HRISFunctional

Support

• HTML,CSS• JDEE1,E1EventRules• SSRS,SQLServer• DB2,Access,Oracle,IMS

FunctionalExpertise


• Java,JavaScript.jQuery,ASP.NET

• SQL,COBOL,RPG,CL

• Pleaseseeresume

• Pleaseseeresume

KarenHawke Education Training Strengths/Specialties

TechnicalExpertise

§ MBA,ITManagement

§ AdvancedGraduateDiplomainManagement

• EnvironmentalManagementCertificate

• PMODevelopmentandLeadership

• IS/ITServiceDelivery

• Program/ProjectManagement


• ProsciChangeManagementcertified

• Pleaseseeresume

• Pleaseseeresume

NolanLittle


TechnicalExpertise

• B.Sc(accounting/bus.admin

• OracleE1CNCImmersion

• OracleE1DevelopmentImmersion

• OracleE1• JASserver

Installation• SQLServerAdmin

• ERPimplementations• ERPsystem

ArchitectureDesignincludingBusinessContinuanceandDisasterRecovery

• Client/Serversystems• CNCupgrade/Install• CNCAdmin• JDEWeb&PortalServers• JDEBusServices• JDEOneViewReporting• E1Security• SQLOracle• ProjectManagement• AccountingandFinancialanalysis


• Pleaseseeresume

• Pleaseseeresume

MatthewMurdoch


TechnicalExpertise

• BBA,CorporateFinance

• 8YearsofJDEClientImplementations

• Finance• OrdertoCash• SupplyChain

• OMW• MenuBuilding• Interactive&BatchApplicationVersion

Configuration• UTB


• GeneralAccounting• AR&AP• FixedAssets• SalesOrder• AdvancePricing• Inventory

Management• Procurement

• JDEdwardsFinancialManagementCertified

• JDEdwardsPre-Sales

ConsultingCertified

• Pleaseseeresume

• Pleaseseeresume

BillPatow


TechnicalExpertise

• BSCS,ComputerScience

• JDESecurity/TroubleshootingWorkshops

• VMSSystemsManagement

• HighSpeedLocalAreaNetworks,NetWorld+Interop

• SystemsandNetworkAdministration

• ITInfrastructureDevelopment

• HostingExperience• DatacenterMigration

• Integration• Websphere• Unix• Databases• WebLogic• SoftwareDocumentation• Servers• JDEdwards

FunctionalExpertise


• JDECNCCertification• JDEOneWorldSystem

ConfigCertification

• Pleaseseeresume

• Pleaseseeresume

DebSalwei


TechnicalExpertise

• MBA• B.Sc.IT

• 21YearsJDEBusinessAnalysis/ProjectManagement

• JDEProjectManagement

• JDEHR/Payroll• Development

• OMW,RDA&FDA• BSSV• BIPublisher• OraclePL/SQL

FunctionalExpertise ProgrammingLanguages

Certifications EmployerName EmployerDates

• ProjectManagement

• JDEHR/Payroll• Self-Service

• CurrentlyenrolledinPMPcertification(PMI)

• Pleaseseeresume

• Pleaseseeresume

HelenZhang Education Training Strengths/Specialties

TechnicalExpertise

• JDEcustomapplications

• Reportsanddataconversioninterfaces

• JDEEnterpriseOneXEto9.1Toolsreleaseupdateto9.1.3

• RDA–FDA–PowerForms• BusinessFunctions(C)• JavaBusinessServicesDesign• OVR:OneViewReporting• BIPublisher• OBIEE• Create!Form• OraclePL/SQL-SQLplus• MSSQLServer• AS400–UNIX–Windowsplatforms


• Comprehensivebusiness/functionalunderstandinginDistribution,Finance,Jobcosting,EquipmentManagement,HRandPayrollmodules

• OriginaldeveloperoftheHealthandSafetymoduleofJDE

• JDEEventRules• Java• C++• .Net

• Pleaseseeresume

• Pleaseseeresume

ResourceResumes–SubcontractorsandEmployees(alphabeticalbylastname)

1

JohnnyChuJDEDeveloperProfile

Experiencedconsultantwithin-depthexposureanddevelopmentknowledgeoftheJDEdwardsOneWorldsoftwarepackage.Possessexcellentcommunicationandbusinessanalysisskills.Demonstratesproficiency,professionalism,andknowledgeinavarietyofrolesrangingfromapplicationdevelopertoteamleadpositions.

Withover15yearsofdirectJDEdwardsOneWorldexperienceandover35projectimplementations,IhaveworkedextensivelywiththeJDEdwardstoolsetindevelopinghighlycomplexapplicationsandreports.Inadditiontomydevelopmentknowledge,Ihavealsogainedthroughmyexperience,asolidunderstandingoftheCNCadministrationwithinJDEdwards.Ihavealsosuccessfullyfilleddevelopmentteamleadpositionsandprojectleadroles.Besidesfromprovidingtechnicalexpertisetoclients,Ihavealsoperformeddetailedsystemsdesign,writtentechnicalspecification,performedbusinessanalysis,feasibilitystudies,developmenttrainingandmentoringrolestonumerousclients.

WorkExperience(SelectiveList)

MeridianERPConsultingSeniorERPSoftwareArchitect 2015toPresentClient:PacificSteel

• Seniordeveloperforclient'sE1implementationofvariousprojectswithintheirexistingE19.0system

• ManageCNCprocessandproceduresforpackagepromotionandobjectmanagement

• Performedbusinessprocessanalysistoensurethatcustommodificationsarejustifiedandin-linewithbusinessprocess

• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment

• ResponsibleforcustomdevelopmentinXMLPublisher,Finance(A/P,A/R)customdevelopment,BIPublisher,CSMS,SalesOrder,InterfacestoandfromOracleEnterpriseOnewith3rdpartysoftware

SeniorERPSoftwareArchitect 2013toPresentClient:ServiceNewBrunswick

• Leddevelopmentteamforclient'sE1upgrade/implementationtoE19.10• Mainseniordeveloperresponsibleforoverallstrategyanddevelopment

guidelines• ManageCNCprocessandproceduresforpackagepromotionandobjectmanagement

Snapshot

Education• B.Commerce,UofAlberta,1998JDEProductKnowledge• GeneralAccounting(A/RandA/P)• Sales/PurchaseOrderManagement• Equipment/AssetManagement• ProductDataManagement• ShopFloorControl• HumanResourceManagement• Payroll• JobCosting• SupplyChainManagement• CustomerServiceManagement• Activity/AdvancedCostAccounting• RequisitionSelfService/eRequisition• HREmployeeSelfService• TimeManagement• WorkforceManagement• AdvancedPricing• HousingandWarranty• ExpenseManagementJDETechnicalKnowledge• OneWorldDevelopmentTools:• FormsDesignAid• ReportDesignAid• TableConversions• BusinessFunctionDesignAid• TableTriggerDesignAid• JDEdwardsPortal/HTML

developmentanddesign• CustomLogo/BarCodedevelopment

inJDEdwardsUBE• XMLPublisher• BIPublisher• ThirdPartyprintpackagesincluding

Create!FormandFormscape

2

• Performedbusinessprocessanalysistoensurethatcustommodificationsarejustifiedandin-linewithbusinessprocess

• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• ResponsibleforcustomdevelopmentinXMLPublisher,Finance(A/P,A/R)customdevelopment,BIPublisher,

HR/Payroll,InterfacestoandfromOracleEnterpriseOnewith3rdpartysoftware,E1Workflow• Designcustomdevelopmentfornewrequirementsfor9.10• MentorinternalstaffforE1developerrole

SeniorERPSoftwareArchitect 2014Client:Powerstream

• Assignedtodevelopmentteamforclient'sE1upgrade/implementationtoE19.1• Seniordeveloperresponsibleforoverallstrategyanddevelopmentguidelinesforclientimplementation• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• ResponsibleforcustomdevelopmentinXMLPublisher,Finance(A/P,A/R)customdevelopment,BIPublisher,

HR/Payroll,Procurement,InterfacestoandfromOracleEnterpriseOnewith3rdpartysoftware,E1WorkflowSeniorERPSoftwareArchitect 2013-2015Client:ReveraRetirementLiving

• Leddeveloperforworkflowproject• MentorinternalstafftoadviseandguidedeveloperswithbestpracticeandmethodologiesforE1developmpent• Assignedtodevelopmentteamforclient'sE1upgrade/implementationtoE19.1• Maindeveloperresponsibleforoverallstrategyanddevelopmentguidelines• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• ResponsibleforcustomdevelopmentinXMLPublisher,Finance(A/P,A/R)customdevelopment,BIPublisher,

HR/Payroll,InterfacestoandfromOracleEnterpriseOnewith3rdpartysoftware,E1Workflow,andSCMmodulesSeniorERPSoftwareArchitect 2014-PresentClient:SIGA

• Assignedtodevelopmentteamforclient'sE1upgrade/implementationtoE19.1• Leddeveloperresponsibleforoverallstrategyanddevelopmentguidelines• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• ResponsibleforcustomdevelopmentinXMLPublisher,Finance(A/P,A/R)customdevelopment,BIPublisher,

HR/Payroll,InterfacestoandfromOracleEnterpriseOnewith3rdpartysoftware,E1Workflow,SCM/Procurementmodules

• TraininternalstaffonbasicE1developmenttoolsSeniorERPSoftwareArchitect 2014-2015Client:BURNCORockProducts

• Leddevelopertoassistclientindaytodaysupport• Mentorandtraininternaldeveloperandadvisethemontrainingpath• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• ResponsibleforcustomdevelopmentinXMLPublisher,Finance(A/P,A/R)customdevelopment,BIPublisher,

HR/Payroll,InterfacestoandfromOracleEnterpriseOnewith3rdpartysoftware,E1Workflow,SCM/Procurementmodules

3

SeniorERPSoftwareArchitect 2002-2013Client:CanadianNaturalResources

• Assignedtodevelopmentteamforclient'sE1upgrade/implementationtoE19.1• Mainseniordeveloperresponsibleforoverallstrategyanddevelopmentguidelines• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• ResponsibleforcustomdevelopmentinXMLPublisher,Finance(A/P,A/R)customdevelopment,BIPublisher,

HR/Payroll,InterfacestoandfromOracleEnterpriseOnewith3rdpartysoftware,E1Workflow• Assistinthedebuggingandresolutionofproductionissues• Conductedtrainingworkshopsfor3internaldevelopersandmentorthemastheyprogressedintoE1

developmentSeniorERPSoftwareArchitect 2010-2014Client:BordeauxHomes

• Assignedtodevelopmentteamforclient'sE1system• Mainseniordeveloperresponsibleforoverallstrategyanddevelopmentguidelines• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• ResponsibleforcustomdevelopmentinXMLPublisher,Finance(A/P,A/R)customdevelopment,Housingand

WarrantymodulesSeniorERPSoftwareArchitect 2011-PresentClient:NorthAmericanConstructionGroup

• Assignedtoleaddevelopmentteamforclient'sE18.12system• WorkwithOracleE1outputandintegratewithCreateFormsoftware• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• DevelopcustomapplicationsfortheFinance,Payroll,HumanResources,JobCost,andCSMSmodules• ManagecustomizationswithintheFinance,Payroll,HumanResources,JobCost,andCSMSmodules• Workwithorganizationtocreatenewinstance(s)ofE1fordivestitureofassets

SeniorERPSoftwareArchitect 2011-2012Client:PTIGroup

• Assignedtodevelopmentteamforclient'sE1system• DebugstandardJDEworkflowandincorporateescalationanddistributionhierarchy• Designedcustomworkflowsolutiontomeetbusinessneedsanddevelopmentmethodology• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment

SeniorERPSoftwareArchitect 2009-2010Client:SuperiorPropane

• PartoftheteamtoupgradeclientsystemontoEnterpriseOne8.12• Assignedtodevelopmentteamforclient'sE1system• Oneoftheseniordevelopersresponsibleforoverallstrategyanddevelopmentguidelines• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• Responsibleforcustominvoicingsolution,AR,Procurement,Salesorder,AP,PaymentProcessing,CRM,

Distribution,AdvancedPricing,custompaymentplanapplications,andthirdpartyinterfacecustomizationsandmodificationsincludingOBTC(onboardtruckcomputer)

• Designedmajorcustomapplicationsincludinginvoicing,EPP,andBudgetPlanningtomeetclientcustomrequirements

4

SeniorERPSoftwareArchitect 2007-2012Client:AlbertaEnvirofuels

• PartoftheteamtoupgradeclientsystemontoEnterpriseOne8.12• Leddevelopmentteamforclient'sE1systemresponsibleformaintenanceandnewdevelopment• ResponsiblefordeliveringcustommodificationstoapplicationsandcustomreportsintheFinance,Asset

Management,TimeEntry,WorkOrder,andHumanResourcesmodules• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Coordinatedmodificationtestingwithapplicationteam• WorkedwiththeCNCgroupandChangeControlteamtoensurethatpackagesincludeallrequiredobjectsinto

theappropriateenvironments• Ensurethatclienttestingofcustomcodeissuccessful• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• Adviseclientonsolutionsandapproachtoapplicationandtechnicalissues• Designanddevelopcustombarcodingapplication

SeniorERPSoftwareArchitect 2006-2007Client:CEFranklinLtd.

• Leaddevelopmentteamforclient'sOneWorldXesystem• ResponsiblefordeliveringcustommodificationstoapplicationsandcustomreportsintheAssetManagement,

Finance,andDistributionmodules• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Coordinatedmodificationtestingwithapplicationteam• WorkedwiththeCNCgroupandChangeControlteamtoensurethatpackagesincludeallrequiredobjectsinto

theappropriateenvironments• Ensurethatclienttestingofcustomcodeissuccessful• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• MentoredandtrainedinternaldevelopersforOneWorlddevelopment

SeniorERPSoftwareArchitect 2005-2009Client:ShellCanada

• LedMeridiandevelopmentteam(4-7resources)forclient'sOneWorldXesystem• ResponsiblefordeliveringcustommodificationstoapplicationsandcustomreportsintheHR,Payroll,Asset

Management,Finance,Distribution,andActivityCostAccountingmodules• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Coordinatedmodificationtestingwithapplicationteam• WorkedwiththeCNCgroupandChangeControlteamtoensurethatpackagesincludeallrequiredobjectsinto

theappropriateenvironments• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• Customdevelopedclient’sOilSandsAccountingSystem• DevelopedstrategyandcustomtableconversionstoloadJDEtablesfromexternaldatasources.

SeniorERPSoftwareArchitect 2008-2013Client:WestjetAirlines

• Assignedtodevelopmentteamforclient'sOneWorld8.11team• Responsiblefordesigninganddevelopinganintegratedemployeedrivenrequisitionsolution(RequisitionSelf

Service)• WorkedwithCNCandtechnicalteamtoensurewebaccessandwebcodewasworkingproperly• Coordinatedandmanagedcustomdevelopmenteffortstoensurethatcodewasbeingpromotedinlinewith

companyprocess

5

• AssignedtohelpimplementtheHR/Payrollmodulebyprovidingcustomsolutiondesignanddevelopmentduties,

andtoworkwith3rdpartyvendorstodevelopinterfacestoandfromE1system.

• LeaddeveloperfortheE19.0projectteam

• MaindeveloperforthePayroll,RequisitionandHumanResourcesmodule

• Managedretrofitsandanalysisofnewlogicrequiredforthe9.0system

• Mentorandtraininternaldevelopersonbestpracticeanddevelopmentmethodologies.

SeniorERPSoftwareArchitect 2002-2005Client:EnCanaCorporation

• Assignedtodevelopmentteamforclient'sOneWorldXeimplementation

• ResponsiblefordeliveringcustommodificationstoapplicationsandcustomreportsintheHR,Payroll,Asset

Management,andFinancemodules

• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess

• Coordinatedmodificationtestingwithapplicationteam

• WorkedwiththeCNCgroupandChangeControlteamtoensurethatpackagesincludeallrequiredobjectsinto

theappropriateenvironments

• Ensurethatclienttestingofcustomcodeissuccessful


• WorkedwithCNCtoensurethatallmodificationsweresuccessfullyrunningviathecustomJDEportal

• DevelopedstrategyandcustomtableconversionstoloadJDEtablesfromexternaldatasources

• DesignedanddevelopedcustomTime/LabourEntrysystem,includingbusinessfunctions,applications,reports

anddataloadUBE’sforclientusingtheJDEtoolsetandensuringthattheapplicationissuitablefortheJDEportal.

• Supportandenhanceclient’scustomHRhistorytrackingsystem

SeniorERPSoftwareArchitect 2001-2002Client:FlintEnergyServicesLtd.

• Assignedtodevelopmentteamleadroleforclient'sOneWorldXeimplementation

• ResponsibleforallcustommodificationsinSCM,Finance,CSMS,Payroll,HumanResources,Equipment

Management,FixedAssets,andJobCost

• Manageddevelopmentresourcesanddevelopmenttimelinestoensurethatallrequiredworkisdeliveredto

clientonschedule

• Developedandintegratedcustomapplicationsandreportstomeetclient'sbusinessneeds

• Co-ordinatedallpackagedeploymentstoensurethatallcustomcodeisinappropriateenvironments

• WorkedwithCNCtocoordinateESUinstallationsanddeterminedbestcourseofactiontominimizetheimpactto

thebusiness

• Performedbusinessanalysisdevelopmenttoensurecustommodificationsjustifiedandin-linewithbusiness

process

• Responsibleforalldeliverablestoclient


• Providedcompletedocumentationofallcustomizationtosystem

• TrainedclientresourcesinJDEdwardsobjectdevelopment

1

Terry DobbsCNC Consultant, Toronto, Ontario

Summary/HighlightsTerryisanEnterpriseOneCNCwithastrongITanddevelopmentbackground.HisextensivetechnicalabilitypairedwithhisunderstandingofdevelopmentprocessesprovideTerrywithauniqueskillsetthatallowshimtotroubleshootandsolvevariousclientissues.Terryhasaprovenabilitytomeettechnologicaldemandsinanefficient,costeffectivemanner.

EmploymentHistory(SelectiveList)

CNCConsultant,ERP-OneConsulting2013–Present• CNCConsultantsupportingmultiplecustomerswithvarioustasks

rangingfromeverydayissuessuchaspackagebuildsandESUinstallationstocriticalissueslikesystemdownevents

• PerformedmultiplesuccessfulJDEdwardsupgrades• WorkedonnumeroussuccessfulclientprojectssuchasJDEserver

upgrades/re-platforming,toolsreleasesupgrades,environmentcreations,newJAS/AIS/BSSVserverinstallations,thirdpartyintegrationssuchasarchivinganddisasterrecoverysolutions.

• CreationofJDEdwardsmobileapplicationstomeetclientbusinessprocesses

• Reportwriting,developmentsupportandinterfaceconfiguration

CNCSupportAnalyst/Developer,AssociatedBrands2006–2013• PrimarysupportpersonfortheJDEdwardsimplementationanddaytodayoperations• Responsiblefordevelopingallcompanyreportsduringtheinitialgo-liveandsubsequent

acquisitions• Developedtableinteroperabilityprogramsthatallowthemassimportofcompanydata.• CreatedcustomJDEdwardsformstosimplifyandenhancevariousmanufacturingprocesses• InstalledCreate!formanddevelopedmultipletemplatestotransformJDEdwardsstandardpdf

outputforvarioustypesofcustomerfacingdocuments.• UsedOracleBIPublishertocreatedocumentstomeetthecompany’sneedssuchasbillofladings

andothercustomitems.• ResponsibleforendusertrainingJDEdwardsfunctionality• ResponsibleforthemanagementandsupportoftheentireITInfrastructureincludingSQL,

MicrosoftExchange,ActiveDirectoryandvariousothernetworkappliances

TechnicalSkillsSnapshotJDEdwardsCNC&Development• ExtensiveJDEdwardstechnical

experience• JDEdwardsimplementationand

upgradeexperience• ToolsReleaseUpgrades• JDEdwardsdevelopment

(reports,forms,BSFNs,mobileapplications)

• Troubleshooting• Endusertraining

Education&CertificationsComputerSystemsTechnician–NetworkSystemsDiplomaMohawkCollegeOracleJDE9.xConfigurableNetworkComputingCertifiedImplementationSpecialistMicrosoftCertifiedSystemEngineer(MCSE)

2

ProjectExperience(SelectiveList)

OvertenyearsofJDEdwardstechnicalexperienceinCNC,support,implementationandreportwritingmake

TerryavaluableassettoourcustomersandtoERP-One.

Client:ReveraLiving–Workedontheteamresponsibleforthesuccessful9.1upgrade,responsiblefor

manydaytodaytroubleshootingandsupportstasksClient:PowerStream–Primarytechnicalresourceontheirsuccessfulmovefroman8.12AS400systemtoa

Windows/SQLbased9.1system

Client:ATSAutomation–Responsibleforperformingtheirsuccessfulupgradeto9.1

Client:CityofGuelph–WorkedwithCityofGuelphduringtheir9.1upgradecreatingvariouscustomer

facingdocumentssuchaschequesandinvoices

Client:KCLS(KingCountyLibrarySystem)–ResponsiblefororganizingandexecutingtheirsuccessfulJD

Edwardsmovetoupgradedhardwareandoperatingsystemlevels

Marta DiDomenico

Senior JDE HR Consultant / Project Manager

Profile

Marta is an accomplished JDE Senior Consultant/Project Manager with over 20

years’ experience in the implementation and project management of Payroll,

HR and Financial applications. She is experienced in versions World, One

World, Enterprise One 8.10 through 9.2. She has excellent analytical, problem

solving and leadership skills.

Recent Professional Experience

Double D System Consultants, Inc. 2000 – present Senior JD Edwards Consultant & Project Manager

• Works with clients through JDE software implementations and upgrades, including project planning,

project tracking, issue resolution and process mapping.

• Analyzes customer business flows and requirements.

• Recommends process improvements and assigns tasks to project team.

• Leads meetings with clients to discuss project issues and status. Troubleshoots client issues before,

during and after Go Live. Acts as a liaison between C level executives and project team. • Works with technical resources to provide conversions, interfaces, custom applications and reports.

• Tests modifications and updates to ensure client’s needs and requirements are met. • Provides software training for HR/Payroll/Benefits to both super users and end user and produces

project/setup documentation. • Converts payroll history • Leads teams of HCM consultants on large projects, ensuring that all standards are being met.

Recent Projects Lead HR/Benefits/Payroll consultant: City/Government (6 months)

• Assist with year-end benefits changes • Implement several JDE employee and manager self-serve modules

Lead HR/Payroll consultant: Services Company (5 months)

• Implement FLSA compliance for blended rate using Timecard Automation Lead HR/Benefits/Payroll consultant: Construction/Maintenance Company (9 months)

• Lead team of 4 HCM consultants to re-implement older version of JDE (XE) that had not been used in over 2 years

Lead HCM/Benefits consultant: Manufacturing Company (13 months)

• Implement HCM across 35 countries in Europe and Asia. • Interfacing to multiple payroll systems.

Skills/Education Snapshot • MBA - Finance • B.Sc. – Business Admin • Trilingual: English, Spanish

and Portuguese • JDE versions thru 9.2 • JDE HRM/Payroll/Benefits • Mgr. /Employee Self-

Service Modules • JDE Finance • JDE Project Management

Lead HR and Financial consultant – Services Organization (9 months) • Upgrade from JDE XE to 9.1 • Process improvement

• Implementation of partial Employee Self-Service and Manager Self-Service modules

• Retrain Payroll and Accounting employees in all HR and Financial processes and provide ongoing support.

Lead HR/Benefits consultant – Manufacturing (5 months) • Worldwide HCM project involving HCM for US, Canada, Latin and South America • Implement e-Recruit • Design workflow for Recruitment Management and Employee Management • Work with teams in Canada, Argentina and Brazil to design processes for each country

Christopher Glaspy

CNC Administrator – Managed Services

Summary/HighlightsChrisisastrongCNCconsultantwithexceptionaltroubleshootingandproblemsolvingskills.Withover15yearsofITexperience,includingeightwithJDEdwards,Chrisbringssolidunderstandingandawealthofknowledgetohiscustomers.

WorkingforJDIrving,Chrisgainedvaluableknowledgeandexperienceworkingonalargeprojectandimplementingbestpracticesandprocedures,whilesupportinganextremelycomplexenvironmentwithmultipleplatformsandreleases.ChrisnowusestheseskillstosupportnumerousERP-Oneclients.


ERP-OneConsulting,CNCAdministrator 2012–Present• Packagebuildsanddeploys• OMWmanagement,promotionsandcoordination• Dailyhealthchecksformanagedservicescustomers• GeneralCNCsupport;datasources,OCMs,ESUs,PathCodes,

troubleshooting,environmentconfiguration• Creationofproceduralandclientdocumentation• BSSVsetupandsupport,advancedwebserverconfiguration• ToolsReleaseupgrades• JDEIntegrationsupport

JDIrving,CNCAdministrator 2006–2012• PrimarysupportforOneWorldXE,EnterpriseOne8.10,9.0instances• Configuredandsupported800plusclientsonmultiplewebplatforms• LeadadministratorforEnterpriseOnesecurity• Advancedscriptingandmonitoringconfiguration• Environmentconfiguration,refreshesanddesignforprojects• Creationofenduserdocumentation,operationalrunbook

JDIrving,NetworkAdministrator 2001–2006• Setupandsupportofnetworkhardware• Infrastructureprojectsupport,processimprovement• ServerBuilds

TechnicalSkillsSnapshotSkills• SQLServer/Oracle

administration• Advancedscriptingandprocess

automation• MCP• A+• MCDSTCNC• Installationandconfiguration

ofwebdevelopmentclients• Webserverinstallationand

configuration• ServerManagerinstallation

andconfiguration• Environmentconfigurationand

refreshes• Packagebuildsand

deployments• Integration

Education

B.Arts,UniversityofNewBrunswick

MISCertificate,NewBrunswickCommunityCollege

Fred Hasse

Senior JDE Developer

Profile

Fred is an energetic, results-oriented IT professional with a diverse set of talents managing several teams and groups, managing projects in multiple business areas, and developing complex applications. He is an accomplished leader, business analyst, development manager, developer, and trainer. Fred is also an excellent communicator who collaborates well with all levels of an organization. He prides himself in adaptability in a constantly changing environment and as being a lifelong learner through attending vendor training, workshops, technical forums, and conferences. He engages in continuous efforts to train and mentor peers and customers.

Recent Professional Experience

Savant Capital 2016 – Present Applications Support Manager

• Software Design

• Enterprise Architecture

• Software Development

• Software Implementation

• Project Leadership

• Continuous Improvement

• Developed and maintained several .NET MVC applications. • Created and modified key company and client reports using Microsoft SSRS.

Wenlock Solutions, LLC 2016 –Present Consultant

• Lead designer and developer on large customer integration applications

• Architect on several application integration projects

• Trainer for software development tools.

ASSA ABLOY, Remote 2015-2016 JDE Technical Team Leader

• Developed applications to automatically monitor output queue and e-mail output to designated

users.

• Serve as key interface with many business teams to manage key development initiatives.

Skills Snapshot • Application

Development • Systems Implementation • Customer Integration • Team Building • Enterprise Architecture • ERP/HRIS Functional

Support • Application Design • Vendor Management • Process Re-engineering • Application Integration • Solutions Delivery • Project Management • Development

Management • Customer Service • IT Strategy and

Governance • Software Selection • IT Service Desk

Packaging Coordinators, Inc. 2008-2015 Director, Enterprise Systems Systems Analyst/Developer

• Software Design • Software Development • Enterprise IT Strategy • Enterprise Architecture • Project Leadership • Software Implementation and Integration • Oversight of 13 IT associates • Continuous Improvement

Key Accomplishments

• Successfully led serialization integration with major customer. • Served as Project Leader, Designer, and Developer on JDE upgrades (Xe to 8.12, and 8.12 to 9.1) and

several custom interfaces with key customers. • Chief Architect of large applications and technology solutions. • Extensive JDE 9.1, 8.12, and Xe development experience including PowerForms, interactive

applications, batch applications, table conversions, NERs, BSFNs, Real Time Events, and Business Services.

• Developed several B2B and A2A interfaces using tools such as Microsoft BizTalk, DoubleTake Share, ZMOD, and SQL Stored Procedures.

• Designed and developed set of applications used as key IT controls for Sarbanes-Oxley compliance. • Replaced JDE job scheduler with Help/Systems Robot Scheduler. • Successfully built a global staff through skill identification and mentoring. • Developed a strong customer service vision within team leading to extremely positive relationships

with internal and external customers. • Orchestrated cross-training initiatives to ensure full back-up support and minimize risk. • Adopted enterprise security policies across all PCI sites to protect information assets. • Managed vendor and consultant relationships. • Provided technical support for various federal, state, and customer audits. • Supported many Transformation and Continuous Improvement initiatives utilizing skills acquired

through Lean Six Sigma and Achieving Competitive Excellence (ACE) training.

1

KarenHawke,MBA-ITMProjectManagerProfile

Aself-motivatedstrategicthinkerwithareputationforidentifyingproblems,developinganddeliveringsolutionsaswellasenhancingstaffeffectivenessthroughstrongteambuildingandleadershipskills.Consistentlyimplementsprogramsthataddvalueandprojectsthatmeetmanagement’sexpectationsandprojectobjectives.EarnedanMBA-ITM(ITManagement)andAdvancedGraduateDiplomainManagementfromAthabascaUniversity.ProsciChangeManagementcertified,currentlycompletinganEnvironmentalManagementCertificatefromtheUniversityofCalgary.

ExperienceHighlights

§ Leda$3.8millionprojecttotechnicallyupgradeEncana’sJDEsystemfromXe7333toEnterpriseOne9.1.Componentsconsistedof1)implementingandsupportingthebasesystem,2)dataconversion,validationandmigrationofapproximately3TBofdata,3)modifyingandupliftingcustomcodewhichconstituted46%ofthecodebase,4)retrofitting,testingandmigrationof158interfacesand5)transitioningtheupgradedsystemtooperations.Result:Thetechnicalcut-overwasaccomplishedwithminimalissuesandthesystemwentliveasscheduled.

§ Managedanaggressive3-month$3.2millionprojectfortheAlbertaEnergyRegulatordesignedtocreateroadmapsforremodelingtheentireITinfrastructureinsupportofamajorbusinesstransformationinitiative.OversawthevendorastheyengagedadiversegroupofITstakeholderstoscopeandexecuteeachofthenineworkstreams.Result:Allroadmapswerecreatedonscheduleandacceptedbytheclient.

§ EstablishedaPMOmanagedserviceforCenovusbasedonindustrystandardbestpractices.Thecoreteamprovidedoversighttoapproximately200in-flightprojectsmanaged54ProjectManagers.StandardreportingprocesseswereimplementedprovidingITleadershipvisibilityintotheentireprojectportfolio.Thematurityofcurrentstateprocesseswasassessedanda3yearPMORoadmapcreatedtoachievebothshort-termandlong-termgoals.Result:EstablishedasolidfoundationfromwhichtogrowthePMO.

§ AchievedAccenture’scontractedservicelevelagreements(SLAs)bycreatingandimplementingstandardworkflowprocessesandmotivatingstafftoachievethroughsolidleadershipandperformancemanagementstrategies.Result:ChangeRequestResponsivenessSLAincreasedfrom34%to92%in6months.SystemBuildtimelinessSLAincreasedfrom54%to92%in5monthsandqualityfrom70%to98%in3months.

§ Managedavarietyofprogramsandprojectswithbudgetsrangingfrom$100,000to$5.5millionandteamsof3to60staff,contractorsandserviceproviders.ProjectsincludeamajorERPupgrade,vendorandapplicationselections,technologytransformationroadmapping,infrastructureimplementationsandupgrades,COTSimplementations,customapplicationupdatesanddiscovery/validationprojects.

Snapshot

Education

AthabascaUniversity

§ MBA,ITManagement,2003§ AdvancedGraduateDiplomain

Management,1999SimonFraserUniversity§ ExecutiveManagement

DevelopmentProgram,1996

Strengths• PMODevelopmentandLeadership• IS/ITServiceDelivery• Program/ProjectManagement

2

WorkExperience(SelectiveList)

McPherson,Hawke&AssociatesInc.,Calgary,AB 2007-2015

Asasmallbusinessowner,providedspecializedconsultingservicestoclients.PrimaryfociwereITPMOdevelopmentandleadership,portfoliomanagementandprogram/projectmanagement.ITCapitalBudgetConsultant–NexenInc.,CalgaryAB2015AssistedthePMOManagerinplanningandexecutingthe2016ITCapitalBudgetprocess.Gathered,trackedandreportedonbudgetdataprovidedbytheITManagers.DevelopedandmaintaineddetailedMSExcelreportsandgraphs.UpdatedtheCIOPowerPointpresentationasdatawasrefinedandthemessagesolidified.CreatedaTotalCostofOwnershiptemplateandcoachedITManagersonitsusage.ProvidedBusinessCasetraining.

ProgramAdvisor–AlbertaEnergyRegulator,Calgary,AB2015ReportingtotheDirector,InfrastructureServicesandtheChiefTechnologyOfficer,co-managedtheaggressivestartupandexecutionofa$3.2MMprogramdesignedtolaythefoundationforremodelingtheITinfrastructureinsupportofamajorbusinesstransformationinitiative.

• TheProgramoversawnineprojects1)EnterpriseSecurityRoadmap,2)NetworkRedesign,3)DataCentreRedesign,4)ITSMImplementation,5)ExchangeUpgrade,6)Availability,Capacity,PerformanceMonitoring,7)StrategicRoadmap,8)IdentityManagement/ActiveDirectoryand9)QuickWins.

• Builtandimplementedanengagementmodelinsupportofthevendor’s(ComputerSciencesCorporation)programstructuretoensuresufficientandappropriateAERstaffengagementwithineachproject.

• Implementedagovernanceframeworkformakingprojectdecisionsincludingadecisionmakingmatrixidentifyingthedecisionmakersforvariousprogramandprojectrelateddecisions.Developedthestructurewithinwhichindividualprojectengagement,directionandresultingdeliverablesdecisionswerereached.Facilitatedtheprocesstowarrantclearandauditableoutcomes.

• ProvidedregularSteeringCommitteeupdatesandday-to-dayoversightofthevendorensuringaccesstoAERstaffandartifactsfordiscoverypurposes.AlsoprovidedregularbudgetupdatestoITFinance.

JDETechnicalLead–AltaGas,Calgary,AB2013–2014ReportingtotheDirectorofITandtheJDEProjectManager,actedastheClientadvocate,representingAltaGas’technicalinterestsontheJDEImplementationProjectaswellasmanagedadiversesetofCNCandoperationalprojectsinsupportoftheimplementation.

• Facilitatedtechnologyrelateddecisions,ensuringappropriateStakeholderengagement.• EngagedregularlywithOracleProjectManagementtoensureITalignment.• Identified,assessedandmanagedprojecttechnicalrisksandissues.• BuiltsolidworkingrelationshipswiththeFunctionalprojectteams,ensuringahighlevelof

communicationandengagementwiththeTechnicalteams.• WorkedwiththetechnicalteamtodevelopandimplementastrategytodeploytheenterpriseJDE

systemover3disparatenetworks.• ManagedaninformalRFPprocesstochooseManagedServiceProvidersfortheAS400/DB2andCNC

sustainmentfunctions.• WorkedwithHewlettPackardtoplanandexecuteaperformancetestingprojectusingtheLoadRunner

tool.

3

SeniorManager,PMO–FGLSports,Calgary,AB2013ReportingtotheAssociateVicePresident,PMOandClientServices,responsibleforrebuildingandtransformingtheITPMOfollowingamajororganizationalchange.Theteamconsistedof26Program/ProjectManagersand2ProjectCoordinatorswithaprojectportfolioofapproximately60projects.

• Conductedamaturityassessmenttoevaluatethelevelofcurrentstateprojectmanagementpracticesandprocesses.Createda3-yearPMOroadmapthatalignedwithITLeadershipsstrategicdirection.

• StandardizedprojectreportingandworkedwithPMstoensurecompliance.IntroducedaconsolidatedProjectHealthDashboard(PHD)toprovideITleadershipwithvisibilityintothestatusofin-flightprojects.

• ManagedthelaunchofaconsolidatedDemandManagementprocesstocaptureandreportonprojectdemandaswellasenableITLeadershiptomakeportfolioplanningdecisions.

• WorkedinconjunctionwithCanadianTire’sePMOtorolloutthenewSMARTmethodologybasedonagileprojectmanagementapproaches.

• Participatedinexternalandinternalaudits.WorkedwiththeinternalITGovernance,RiskandComplianceManagertostrengthenprocesscontrols.ResponsibleforCSOXcompliance.

• WorkedcloselywithFinancetomanageandreportontheITcapitalplan.• Managedtheteamonaday-to-daybasis,providingsupportandcoachingasrequired.

ITServicesProjectManager–Encana,Calgary,AB2012–2013ReportingtotheCorporateSolutionsGroupLead,fulfilledtheroleofITServicesProjectManagerontheEnterpriseOneUpgradeProgram.ITServices’scopewasthetechnicalupgradeoftheJDEsystemfromXe7333tothemostcurrentversion,EnterpriseOne9.1.Theprogramconsistedof5“Streams”withanestimatedbudgetofapproximately$3.8million.

• Developedandimplementedastrategytoaccomplishthetechnicalupgradewhichconsistedofsegregatingthetechnicalaspectsinto5“Streams,”eachfocusingononeattributeoftheupgrade.Streamswere:1)designing,implementingandsupportingthebasesystemthroughouttheproject,2)dataconversion,validationandmigrationofapproximately3terrabytesofdata,3)modifyingandupliftingallcustomcodewhichconstitutednearly46%ofthecodebase,4)retrofitting,testingandmigrationofapproximately158interfacesand5)transitioningtheupgradedsystemtothesupportteams.

• Responsibleforplanningandexecutingthetechnicalcut-overtothenewsystematthetimeofgo-live.• LedtheRFPprocesstochooseacustomcodemigrationvendor.Providedon-goingmanagementofthe

successfulvendorwhowasbasedoutofLondon,UK.• Managedacoreteamconsistingof2ProjectManagers,1Architectand2TeamLeadsresponsiblefor

engagingEncana’sServiceProvidersinthecompletionofprojectactivities.Indirectlymanagedanextendedteamof25to30individualsconsistingofinfrastructure/middlewaretechniciansandapplicationdevelopers.

PMOServiceDeliveryManager–CenovusEnergy,Calgary,AB2010-2011ReportingtothePMOGroupLead,workedwiththeServiceProviders’AccountManagertoestablishanISPMOmanagedservice.Theteamprovidedoversighttoapproximately200in-flightprojectsandover600proposedprojectsinadditiontomanaging54ProgramandProjectManagers.

• Managedthecompletionofaprojectmanagementmaturityassessmentusedtoassessthelevelofcurrentstateprojectmanagementpracticesandprocesses.

• Createda3yearPMORoadmapbasedoninputobtainedfromvarioussourcesincludingProjectManagersandProjectCoordinatorsaswellasresultsgarneredfromthematurityassessmentandleadership’svisionforthePMO.

4

• CapturedandreportedonperformancemeasuresandPMOstatisticstocommunicatethelevelof

activityundertakenand/orfacilitatedbythePMOtotheISLeadershipTeam.

• InstitutedaconsolidatedProjectStatusDashboard(PSD),updatedmonthlybytheProjectManagers

thatprovidedprojectvisibilitytoISleadership.KickedoffaninitiativetoenhancethevalueofthePSD

byincorporatingtrendingandperformancegraphs.

• LaunchedaconsolidatedaProjectPortfolioPlanningReporttocaptureandreportonprojectdemand.

Inadditiontoitsuseasaplanningtool,thereportwasusedbyvarioustechnicalservicesteamsasan

inputintotheirresourceplanningprocesses.

• ManagedtheMaterialRiskgovernanceprocesstoensureISLeadershiphadregularandconsistent

visibilityintoprojectsdeterminedtopresentmaterialrisktotheorganization.

• ManagedthecorePMOteamonaday-to-daybasisensuringtherequiredlevelofengagementand

consistencyamongstthedispersedteams.

SeniorProjectManager–HuskyEnergy,Calgary,AB2010ReportedtotheSeniorManagerITPlanningandProjectServices,implementedaBusinessCaseprocesswith

supportingtemplatesandtoolsfortheProjectManagementOfficeinsupportoftheITMGeneralManager’s

directiveforeveryprojectChartertoincludebusinesscaseinformation.

• WorkedwithITFinanceandtheITMGeneralManagertosolidifythefinancialperformancemetrics

(i.e.ROI,NPV,IRRandpaybackperiod)requiredbytheCIOtocompareandapproveproposed

projects.

• DevelopedanddocumentedaprocessforBusinessAnalystsandProjectManagerstousetocreate

BusinessCases.

• ConstructedaCost/BenefitAnalysistooltosupporttheprocess.Thetoolautomaticallycalculatedthe

requiredfinancialmetricsbasedonqualitativeandquantitativebenefitinformationalongwithTCO

costs.

• AdaptedexistingBusinessCaseandChartertemplatestoalignwiththenewprocessandbusinesscase

informationcapturedandgeneratedbytheCost/BenefitAnalysistool.

• Trainedapproximately100ProgramManagers,ProjectManagers,BusinessAnalystsandITManagers

ontheprocess,templatesandtools.Coachedandsupportedtheseindividualsintheireffortstocreate

BusinessCases.

SeniorProjectManager–AlbertaElectricSystemOperator,Calgary,AB2010ReportedtotheProjectManagementCentreofCompetencyManager,managedmultiplePhase1-Validation

projectsforbusinessgroupsthroughouttheorganization.Alsoresponsibleformanaginganapplicationsupport

anddevelopmentteamthroughtheReleaseManagementprocess.

• UtilizedtheAESOITprojectmethodologytoplanandexecutePhase1-Validationprojects.Provided

weeklystatusandbudgetreportstotheProjectLeadandFinanceCoordinator.

• Workedwiththebusinesstocapturechangerequests,developthereleasescheduleanddecidenewor

updatedfunctionalitytobeincludedineachrelease.Providedregularreleaseprogressupdates.

• Workedwiththeapplicationteamtoplan,develop,test,deployandsupportsoftwarereleasesutilizing

theAgilemethodology.EngagedtheITOperationsandChangeManagementteamstoensure

successfuldeployment.

5

ProjectOfficeCoach–HuskyEnergy,Calgary,AB2008-2009ReportedtotheProjectDeliveryServicesManager,providedcoaching,mentoringandsupporttoagroupofITProjectManagers.

• CoachedProjectManagersonprojectmanagementstrategiesandbestpracticeswithinHusky.Reviewedandprovidedfeedbackonprojectdeliverables.

• DevelopedaframeworkshowingtheprogressionofITprojectsthroughthedemandmanagement,evaluation,initiation,planning,execution,handoverandbenefitsrealizationprocesses.ThisframeworkwasusedtoeducatebusinessandITmanagersonprojectlifecycleaswellastoidentifyvitalbusinessand/orITengagementpoints.

• Developedandpresentedaprojectstage-gateprocessdesignedtodrivemajordecisions,communicateandmanagematerialrisksandensurecontinuedstakeholderengagement.

• Managedaportfolioof5projectstotaling$10MilonbehalfoftheGeneralManager,MidstreamMarketingandSales.MetregularlywiththeGMtoreviewprojectprogress,issuesandbudgets.PresentedquarterlytotheVP,MidstreamandRefinedProducts.

• ParticipatedintheimplementationofaProjectPortfolioManagementapplication(ChangePoint)fromCompuwareforusebytheITprojectteamsaswellasITsupportstaffandmanagement.

PMOManager/ProjectManager–NexenInc.,Calgary,AB2007-2008• ReportedtotheITTechnicalApplicationsServicesManager,managedtheLongLakeITProgram

ManagementOffice.Theprojectportfoliowasmadeupof20projectsworthapproximately$20million.Managedastaffof11ProjectManagersandBusinessAnalysts,coachedthemontheproperusageofNexen’sITprojectmethodology.Manageda$500,000COTSimplementationproject.TheapplicationwascalledPRISMProjectManagerandwasimplementedtomeettheneedsoftheEngineeringProcurementandConstruction(EPC)ProjectControlsgroup.

Accenture,Calgary,AB2004–2007

JDETechnologyTeamLead,Encana2006–2007

ReportedtotheUnitLead,responsibleformeetingcontractedservicesthroughtheeffectivemanagementoftheDevelopmentandConfigurableNetworkComputing(CNC)andApplicationDevelopmentteams.

• Directlymanagedateamof6CNCtechnicians,definingworkflows,standardprocessesandperformancemetricsresultinginSystemBuildTimelinessSLAincreasingfrom54%to92%in5monthsandBuildQualityfrom70%to98%in3months.

• ManagedtheDevelopmentTeamLeadandworkedwithhimtoimplementinitiativeswithintheDevelopmentteamtoimproveproductivityandquality.

• Workedwithallteamleadstoimplementperformancemetricsfortheirteams.RealignedtheirworkflowstobeITILcompliant.

• Developedaframeworkoutliningtherelationshipbetweentheunit’sITILcompliantworkflows,Accenture’sDevelopmentMethodology,Accenture’sServiceManagementSuiteandtheclient’sreleasemanagementprocesses.

TeamManager,ApplicationSupport,GasSouth2004-2006

ReportedtotheManager,CustomerCareresponsibleformeetingcontractedservicelevelagreementsthroughtheeffectivemanagementoftheapplicationsupportservicesteam.

• Managedateamof18BusinessandTechnicalAnalystsaccountableforsupportingBanner,theclient’snaturalgasbillingapplication.Implementedstandardworkflowprocesseswithintheteam.Reorganizedstaffandclarifiedrolesinadditiontocoachingandtrainingthemonnewprocesses.

6

• DirectedallaspectsoftheChangeRequestprocesswithintheteamensuringtheworkwascompleted

accordingtoclientrequirementsresultingintheChangeRequestResponsivenessSLAincreasingfrom

34%to92%in6months.

• DevelopedaCRLitemethodologyforsmallerprojects.Definedtheprocessesinconjunctionwiththe

clientandcoachedstaffontheirusage.ActedasProgramManager,monitoringtheprojectsthroughto

completionaswellasreportingintotheEnterpriseManagementOffice.

• ResponsibleforCSOXcompliance.

EnvistaTechnologiesIncorporated,Calgary,AB2002-2004

DirectorProfessionalServicesReportedtotheVPOperations,accountableformaintainingahighlevelofclientsatisfactioninadditionto

meetingdepartmentalperformancetargetsthroughtheefficientdeliveryofprojectrelatedservicesandpost-

projectsupport.Directedprojectteamsresponsibleforimplementingthecompany’ssoftwareapplicationat

clientsites.Createdacustomprojectmethodologydesignedtoincreaseprojectrevenuesandoverallclient

satisfaction.Implementedacontinuousimprovement/knowledgemanagementprocessthatcapturedand

disseminatedprojectknowledge.Theoutcomewasbetterteamcommunication,streamlinedprocessesand

improvedprojecttools.Asaresult,teammoraleimproved,customersatisfactionincreasedandproject

profitabilityroseby24%.

LogicorpDataSystemsLtd.,Calgary,AB2000-2001ServiceManagerReportedtotheGeneralManager,ensuredprofitabilitytargetsweremetthroughnewandupgradedservice

offerings,internalprocessimprovementsandday-to-daymanagementofthebranchesprojectportfolio.

Managedastaffof20ITtechnicians,implementedperformancetargets,controlsandtrackingmechanismsto

determinestaffutilization.Overaperiodof1year,billablestaffhoursstabilizedat75%.Reducedstaff

turnoverby60%throughimprovedhiringpractices,trainingprogramsinadditiontoregularandopen

communication.

CipherSystemsLtd.,Calgary,AB1999GeneralManagerReportedtotheCEO,developedandimplementedbusinessstrategiesandorganizationalpoliciesinadditionto

ensuringoveralloperationalefficienciesamongstthe3brancheslocatedinCalgary,VancouverandVictoria.

Conductedanorganizationalanalysisandrecommendedshort-termandlong-termapproachestoincreasethe

overalleffectivenessoftheorganization.

RickHerbert

CNCSpecialistManagedServices

Summary/Highlights

RickisadedicatedtechnicalprofessionalwithtwentyyearsofIT-relatedexperienceincludingthelastfourasatechnicalconsultanttosomeofCanada’slargestandmostsuccessfulcompanies.ClientsincludeSeaspan,ParklandFuels,Medtronic,EnCana,Nexen,IBM,Accenture,andWestJet.

Rickpossessesasolidbackgroundindailysystemsoperations,ERPsystemadministration,andtechnicalsupport/troubleshooting.

Rickhasarecordofbuildingstrongrelationshipswithclients,effectivelycommunicatingtechnicalinformationtoalllevelsofstaffandmanagement.


CNCSpecialist 2004–PresentERP-OneConsulting

• MemberofCNCManagedServicesteam,supportingnumerousclientsacrossacollectionofdiverseplatformso Packagebuildsanddeployso OMWmanagement,promotions,andcoordinationo Dailyhealthchecksformanagedservicescustomerso GeneralCNCsupport;datasources,OCMs,ESUs,PathCodes,troubleshooting,environment

configurationo Creationofproceduralandclientdocumentationo VacationcoverageforITstaff

TechnicalSkillsSnapshot

JDEdwardsSecurity&CNC• SQLServer/DB2Administration• EnvironmentDataRefreshes• UserSecurityAdministration&

securitytroubleshooting• E1Schedulermanagement&

configuration.• OMCconfiguration• PackageBuildsandOMW

management

Education&Certifications

BachelorofScience–InformationTechnologyUniversityofPhoenixMSDBA,MCSEMicrosoftEducation

2

SeniorSystemsAnalyst 2001–2004GraymontServices • PrimaryEnterpriseOnesupportleadfor500usersacross5timezones• Leadondisasterrecoveryproject• LeadadministratorforEnterpriseOnesecurity• Environmentconfiguration,refreshesanddesignforprojects

I.T.Coordinator 1992–2001NintendoCanada

• Setupandsupportofnetworkhardware• Coordinatedsupportteamsacrossdesktop,serverandnetworking

Bisi Ilori

Senior ERP Financial Consultant

Summary/HighlightsBisiisaCertifiedPublicAccountant(CPA)with20years’experienceinERPprojectimplementationandsupport.SheisacertifiedJDEFinanceImplementationSpecialistwithexperienceincludingworkprocessre-engineering,projectplans,budgets,usertraining,applicationsupport,andcreating/generatingreports.

Bisihasheldtheroleoffinanceleadinmanyindustriesincludingmanufacturing,realestate,watermanagement,retail,food&Beverage,andpharmaceutical.OtherrolesshehasheldincludeFinancialSystemsSupportSpecialist,FinancialSystemsAnalyst,WorkProcessAnalyst,AccountantandManager,ITadvisory.


SeniorJDEdwardsFinanceConsultant&PMSyntax 2013–2017

• Assistedinpreparationofprojectplanandbudget.• Conductworkshopstogatherorganizations’businessrequirements

anddocumentedthesebusinessrequirements.• ConfigureJDEE1financialmodulesbasedontheorganizations’

businessrequirementsandresolvedanygaps.• TrainapplicationusersandtrainersinusingJDEE1andWorldto

developJDEfinancialreportsandtodeveloptrainingandtestingdocumentationusingUPK.

• CreatefunctionalspecificationsforfinancialreportsandinterfacesbetweenJDEJDEdwardsEntrepriseOne9.2.

• Workwithdeveloperstodevelopandtestfinancialreportsandapplicationinterfaces,andensurethatdevelopmentwasontimeandonbudget.

• Assistorganizationstodevelopandcompiletestingphaseandaftergo-live.• Providesupportandresolveanyissuesidentifiedduringthetestingphaseandaftergo-live.

SkillsSnapshot• JDE E1 and World Applications • Accounts Payable /Receivable • General Ledger • Fixed Asset • Contract & Service Billing • Job Cost • Change Management • Expense Management • AddressBook • Advanced Cost Accounting • Procurement • Sales Order Management • Inventory • Manufacturing • Enterprise Report Design Aid • Security • Debugger • FASTER • World Writer • Dream Writer • AS400 Query • UPK • OVR

Education&CertificationsB.COMM–InformationSystemsManagementUniversityofRyersonBusinessAnalystCertificateUniversityofBritishColumbia

2

BusinessAnalystBlack&McDonald 2011–2013

• Manageteamofthreesecurityanalysts• FacilitateworkshopsforAuditandSecurityManagement• Resourceplanning,projectkick-off,transitionservicesfornewaccounts• Projectmanagement,solutiondesign,trainingandgeneralsecurityconsulting• OverseetheNorthAmericansupportcenterforQSoftware• Majorprojectconsultingfor:Cenovus,CNRL,DTZ,Anschutztonameafew• Pre-salessupport

SeniorBusinessAnalyst 2011RioCanManagementInc.

• TeamleadfortheJOEAP/Procurement/JobCost/FixedAssetUpgradeteam• ResponsibleforgatheringbusinessrequirementsandrecommendingsolutionstotheJD

Edwardsusercommunity• Managingprojectssuchasautomatingthegatheringandtransmissionoffinancialinformation

tobusinesspartners• ManagedateamoffourtocompletetheanalysisofthecustomizationoftheJDEdwardsReal

EstateManagementmodule• Responsibleforgatheringbusinessrequirementsandmanagingthedevelopmentoffinancial

andbudgetreportsforthecorporateaccountingdepartment• Responsibleforsupportingandresolvingusers'problemswithJDEdwards EnterpriseOne

Manager,ITAdvisory 2010-2011KPMGSpecialist 2008-2010DeloitteConsultingFinancialSystemsSupportSpecialist 2002-2008CertainTeedNorthAmericanFinancialServices

Education

TheUniversityofTexas(Austin)• BachelorofBusinessAdministrationinAccountingandFinance• MastersinProfessionalAccounting• BachelorofArtsinComputerScience

CertificationsandTraining

• CertifiedPublicAccountant–TexasStateBoardofPublicAccountancy• DeloitteProjectManagementcourse• JDEdwardsEnterpriseOneFinancialImplementationSpecialist

Darrell Kieswetter

CNC Consultant

Summary/HighlightsDarrellhasbeenworkingintheITIndustryasbothasystemsadministratoranddeveloperforover25years.HehasbeeninvolvedinallaspectsofERPimplementationsandupgrades,withextensiveexperienceasaJDECNC,aswellassystemarchitecture,applicationintegration,anddevelopment.

MagicXPIProgrammingSkills� Experiencecreatingstandardscriptsusingfilemanagement,database

connectionsanddatamapper� WorkedwiththeiSeriesconnector,alongwithMSSQLandOracledatabases� Createdscriptsthatiteratethroughsubflowlogic� Familiarwithtemplates,xmlandflatfiledatasources� WorkedwiththeJDEbusinessfunctionconnector� UsedtheSharePointconnectorforlibraryandlistmanagement� CreatedscriptstoworkwithJMS(JavaMessageService)queues� Createdprocessthatarebothsoapconsumerandproviders� CreatedHTMLbasedinterfacestoinvokeMagicscripts� Usedadvancederrorhandlingtechniqueswithemailnotifications� Experienceinserversetup,managementandscriptdeployment

DevelopmentExperience� HTML/JavascriptsandCSSdevelopment� HybridmobileapplicationsdevelopmentforbothAndroidandIOS� Javadevelopment� .NETVisualBasicandC#� PHPdevelopment� PowerShellandVBSscripting

Training/Certifications� Oracle11gdatabaseadministration� IBMAS/400Administration� LinuxSystemadministration� SharePointAdministration� OracleCloudInfrastructureManagement� C#.Netdevelopment

� MagicXPIdevelopment� Winnerof2014Innovationawardandannual

Magicconference� C#.Netdevelopment� Webservicesdevelopment

SkillsSnapshot

JDE Installs / Upgrades

System administration, CNC and

database administration support

for Intel, Linux, IBM system I

Java and mobile development

Application integration with Magic

XPI.

EDI and B2B experience

Automation Scripting with Power

Shell and VBS

3rd

Party Software support &

integration

SteveKoristkaCNC and Security Managed Services

Summary/HighlightsStevehas27yearsofexperienceintheITindustrysupportingapplicationsonboththeiSeries(AS400)andSQLServerplatforms.HehasasolidunderstandingofEnterpriseOneandJDEWorldapplicationsbothasadeveloperandasanadministrator.

StevehasworkedwithboththeQSoftwareandAllOutsecuritysolutions.Steve’syearsofexperiencemakehimanexcellentadditiontoanyteamasheprovidescalmandinformeddecisionsinanorganizedanddetailedmanner.Heenjoysprovidingexcellentendusersupport.HeismostlyfluentinspeakingFrenchandleveloneGerman.


ERP-OneConsulting,CNCAdministrator 2012–Present• Packagebuildsanddeploys• OMWmanagement,promotionsandcoordination• Dailyhealthchecksformanagedservicescustomers• AllOutSecurityAdministration,QSoftwareInstallation• GeneralCNCsupport;datasources,OCMs,ESUs,PathCodes,

troubleshooting,environmentconfiguration• Creationofproceduralandclientdocumentation

CNC&SecurityAdministratorSuperiorPropane,CNCAdministrator 2008–2012• LeadCNCforsupport,systemadministration• LeadonmigrationfromWorldandOneWorldXEto8.12• LeadadministratorforEnterpriseOnesecurity• DesignedandsetupadvancedschedulinginEnterpriseOneusingUC4• Environmentconfiguration,refreshesanddesignforprojects• Creationofenduserdocumentation,operationalrunbook

TechnicalSkillsSnapshotJDEdwardsCNC&Security• Installationandconfigurationof

webdevelopmentclients• Webserverinstallationand

configuration• ServerManagerinstallationand

configuration• AllOutSecuritySupport• QSoftwareadministrationand

setup• Environmentconfigurationand

refreshes• Packagebuildsanddeployments• SQLServeradministration• UC4SchedulerConfiguration

Education&Certifications• EnterpriseOneSystemAdmin,

OracleUniversity• DeveloperTools,JDEdwards

Education,TorontoON• MISCertificate,McGillUniversity

2

ProgrammerAnalystSuperiorPropane,ProgrammerAnalyst 2001-2008• MaintainedanddevelopedJDEWorldandOneWorldXEapplicationsandinterfaces

EDSCalgary,TeamLeader1995-2001• Responsibleformultipleprojects,upgrades,interfacesandmodificationsof3rdpartysoftwareincluding

JDEdwardsWorld

1

W. Nolan LittleJDE CNC Consultant

Summary/HighlightsDedicated,well-organizedbusinessleaderwithatrackrecordofsuccessatavarietyofcompaniesranginginsizefromstart-uptoFortune100.Utilizesstrongcommunicationandfacilitationskillstoobtainbuy-inandimplementsolutionsatalllevelsofanorganization.Possessauniquebackgroundwithbothtechnicalandaccountingexpertise.

Distinctivecompetenciesinthefollowingareas:

• ERPImplementations(JDEdwards,Solomon,Epicor,GreatPlains• ERPSystemArchitectureDesignincludingBusinessContinuanceand

DisasterRecovery• InformationTechnologyManagement&Leadership• ProjectManagement• AccountingandFinancialAnalysis• StrategicSellingandSalesSupport• SecurityandInternalControlsDesignforSarbanes-OxleyCompliance• ProcessManagement-BusinessProcessDesign&Implementation


LittlebrookConsulting,Inc.,Becker,MNJan07toPresentOwner/SeniorCNCConsultant

• WorkwithclientstoimplementorupgradeJ.D.EdwardsEnterpriseOneonallsupportedplatformsanddatabasesforreleasesB73.2.1to9.2

• AssistclientsinthedesignoftheinfrastructureneededtosupportJ.D.EdwardsincludingBusinessContinuanceandDisasterRecovery

• Supportclientsandprojectteamsthroughoutimplementationsandupgradesincludingtroubleshootingandissueresolutionforallmodules

• TrainandmentorclientresourcesinallaspectsofCNCinorderfortheclienttobeabletofunctionindependently

BoyerandAssociates,Plymouth,MN Jun06toJan07ProjectManager/SeniorConsultant

• WorkwithclientstoimplementtheMicrosoftDynamicsSL(Solomon)ERPSystems.• Workwiththeownertoformulatecurrentandfutureplansinrelationtobothoperationsandsales• Generallyassignedthemostchallengingandcomplexclients• Managemultipleprojectssimultaneously• Toprevenuegeneratingconsultantduringtenurewithcompany

SkillsSnapshot

TechnicalExpertise• Client/ServerSystems• ArchitectureDesignincluding

HA/DR• CNCInstallationsandUpgrades• SQLServerAdministration(6.5to

2012)• CNCAdministration(Allaspects)• DB2400Administration • WindowsAdministration(through

2012)• OracleAdministration• AS/400Administration• Citrix/TSEServerAdministration• UnixAdministration(AIX,Sun

Solaris,HPUX)WebSphere,OASandWebLogic

• Linux• ServerVirtualizationEducationNorthDakotaStateUniversity,BachelorofScience

• Majors:AccountingandBusinessAdministrationMinor:Economics

2

FujitsuConsulting(BORN,Inc.)Minnetonka,MN Apr06toJun06Director,TechnologyConsulting

• Supervisedstaffof25professionalconsultantslocatedthroughouttheUnitedStates• ContinuedtodoCNCconsultingonaregularbasis• Responsibleforalldutiesrelatingtooperatingthreepracticeswithannualrevenuestotaling4–5

million.• Participationinstrategicplanningandbusinessdevelopmentasamemberofthemanagement

team• DirectlyresponsibleforanumberofaccountsastheirEngagementManager• TeamedwithAccountExecutivesandSolutionEngineerstosellconsultingvalueinthesalescycle• Preparedanddeliveredexecutive-levelpresentationsandproposalstoprospectiveclients• Workedwithsalesteamstodevelopnewserviceofferingsinordertoexpandintonewmarkets• WorkedwithclientstoarchitectallaspectsoftheirEnterpriseOneinstallations

FujitsuConsulting(BORN,Inc.)Minnetonka,MN Apr04toMar06CNC&BIPracticeManager• SupervisedstaffofnineprofessionalconsultantslocatedthroughouttheUnitedStates• ContinuedtodoCNCconsultingonaregularbasis• Responsibleforalldutiesrelatingtooperatingbothpracticeswithannualrevenuestotaling2.5–3

million.Exceeded2005grossmargingoalby23%• SuccessfullyrecruitedandretainedthetoptalentintheindustrytobepartoftheCNCandBIteams• AskedtoassumeresponsibilitiesofBIteamatbeginningof2005inadditiontoCNCTeam• Participationinstrategicplanningandbusinessdevelopmentasamemberofthemanagement

team• TeamedwithAccountExecutivesandSolutionEngineerstosellconsultingvalueinthesalescycle• Preparedanddeliveredexecutive-levelpresentationsandproposalstoprospectiveclients• Workedwithsalesteamstodevelopnewserviceofferingsinordertoexpandintonewmarkets• WorkedwithclientstoarchitectallaspectsoftheirEnterpriseOneinstallations• CreateanddelivermultiplepresentationsannuallyatQuestInternationalUserGroupconference• Responsibleforallaspectsoflabinstallationsincludingarchitecturedesignandhardware

acquisitionsTheWoodburnGroup,Inc.StLouisPark,MN Mar00toMar04ProjectManager/SeniorConsultant

• SuccessfullyinstalledandimplementedallmodulesofPlatinumsoftwarebyEpicorforapproximatelytenclientsfromstarttofinishofprojectandworkedonmanyotherprojects

• Workedonandmanagedmultipleprojectssimultaneously• Workedwithclientstoredefineandimprovebusinessprocessesandtrainedonuseofsoftware• Toprevenuegeneratingconsultantduringtenurewithcompany• Consistentlydeliveredprojectsontimeandunderbudget

CarlsonCompaniesMinneapolis,MN May97toDec97SeniorAccountant

• MovedentireaccountingfunctionofTravelAgentsInternational(TAI)fromFloridatoMinnesotaafteracquisitionbyCarlsonCompanies

• Managedstaffresponsibleforday-to-dayoperationsofTAI• GeneratedandreviewedfinancialsforTAI

1

Paul%MacKinnon%

JDE$E1$Security$Analyst$$Profile$

Paul$is$a$JDE$EnterpriseOne$Security$Analyst$with$a$background$in$the$Business$and$Functional$side$of$JDE.$$He$has$around$8$years’$experience$working$with$JDE$Enterprise$One$on$the$IT$Side.$$$

During$the$past$4$years’$at$ERPIOne$Paul$has$focused$on$JDE$Security$and$specializes$in$Qsoftware.$$He$is$experienced$in$Security$implementation$as$well$as$E1$Audits$and$Controls.$$He$works$and$communicates$very$well$with$clients$and$is$always$up$for$a$challenge.$

JDE$E1$Security$Analyst$

ERP.One%Consulting%%%%%%%%%%%%%%%%%% % % % %2012%–%Present%

• QSoftware$Support$for$customers$• QSoftware$SoD$(Segregation$of$Duties)$and$understanding$of$how$E1$Audits$and$

Controls$work$• QSoftware$Upgrades$and$Tools$releases$• Security$Managed$Services$–$Providing$security$solutions$for$multiple$clients$• Part$of$Security$implementations$$• General$Knowledge$of$how$security$functions$within$ERP$Systems$

JDE$Enterprise$One$Work$Experience$

Superior%Propane,%Business%and%Function%Analyst%%%%%%%%%%%%%%%%2008%–%2012%

• Business$Analyst$for$Finance/Accounts$Payable$during$E1$Upgrade$• Systems$Analyst$for$Finance/Accounts$Payable$after$upgrade$• Data$Transfer$using$MS$SQL$between$databases$• Technical$documentation$end$to$end$• Subject$Matter$Expert$

%

Skills%Snapshot%

JD%Edwards%Security%%• QSoftware$certified$$• E1$Audit$and$Controls$• Security$Solution$Design$• Tools$Release$Upgrades$• Technical$Training$$%JD%Edwards%Technical%%• SQL$• Technical$Documentation$• JDE$Analytical$Skills$%Education%

$• University$College$of$Cape$

Breton$–$Computer$Science$and$Arts$

$

1

Matthew MurdochJDE Finance Consultant

Summary/HighlightsIndependentconsultantwithyearsofJDEdwardsimplementation,consolidation,&migrationprojectexperience.Detailsofprojectworkincludedintheclientprojectattachment.


MurdochConsultingGroup,Austin,TX 2015–PresentIndependentFinancial&SupplyChainConsultant

• IndependentconsultantwithyearsofJDEdwardsimplementation,consolidation,&migrationprojectexperience.Detailsofprojectworkincludedintheclientprojectattachment.

• SkilledinJDEdwardsFinancials(AR,AP,FA,GL),JobCosting/ProjectCosting,Service&ContractBilling,CapitalAssetManagement

• SkilledinJDEdwardsSupplyChainincludingOrderManagement,Procurement,andInventoryManagementmodules.

D&MAllied,Austin,TX 2014–2017ChiefFinancialandTechnologyOfficer(CFTO)

• Manage Company Financials, Reporting, & New Bids/Contracts – Cashflow,CompanyP&L,ProjectProfitMargins,andcapitalspendingreviewforallexpansions&newprojects.

• JobCosting/ContractBasedP&L–Createandmanagemultiplebusinessunitsforlargeequipmentpurchases(Trackandmanageallexpenses&revenuesassociatedtocapitalpurchasethroughresale)

• ImplementProcess&ManageSystems–ExpenseReporting&Reimbursements,XeroERPSystem,Invoicing/Receipts,FixedAssets,E-Commerce,andCRMTools.

DeloitteConsulting,Atlanta,GA 2011–2014SeniorFinancialConsultant

• Toolskillsinclude;JDEdwardsE1(World,XE,8.12&9.0,9.1),BIPublisher,• SkilledinJDEdwardsFinancials(AR,AP,FA,GL),JobCosting/ProjectCosting,Service&Contract

Billing,ChangeManagement,CapitalAssetManagement,WorkforceManagement• Twofulllife-cycleimplementations1)FinanceTransformationProjectforRealEstateServices

Company2)JobCosting/ProjectCostingforCapitalAssetManagementCompany–CommercialProperty

• IndustryexperiencearoundCommercialRealEstate,Construction,Pharmaceuticals,FacilitiesServices,andRetailcompanies.

SkillsSnapshot

FunctionalExpertise• Financials(AR,AP,FA,GL)• JobCosting/ProjectCosting• Service&ContractBilling• CapitalAsset• SupplyChainincludingOrder

Management,Procurement,andInventoryManagementmodules.

OraclePartnerNetworkCertifications• JDEdwardsFinancial

ManagementCertified• JDEdwardsPre-Sales

ConsultingCertified

Education• GeorgiaStateUniv.,Atlanta

Georgia–BachelorsinCorporateFinance

2

WiproTechnologies,Buckhead,GA 2009–2011

Financial&OrderManagementConsultant

• Toolskillsinclude;JDEdwardsE1(Release8.11,8.12&9.0),OracleEBSR12,SQLDeveloper,SharePoint,InovisOM,SterlingEDIDataManagement,Visio

• SkilledinJDEdwardsFinance&SupplyChainManagementModule,workinginareassuchasGeneralAccounting,AR&AP,FixedAssets,SalesOrder,AdvancePricing&Preference,InventoryManagement,&Procurement.“OrdertoCash”and“ProcuretoPay”businessprocesses

• 2Fulllife-cycleimplementations1)GlobalJDEdwardsImplementationandConsolidationprojectfora$12Billionpharmaceuticalmanufacturer2)OMImplementationfora$700Millionretailmanufacturer

• ManagingaR&DteamthatspecializedinresearchregardingupcomingfinancialmarketdriverssuchastheIFRS/GAAPaccountingconvergenceprocess&year-endtaxprocessingonclient’sERPsystems.

Mazzone&Associates–InvestmentBank,Atlanta,GA 2008–2009

Financial&OrderManagementConsultant

• AssistedtheInvestmentBankinitsanalysisofmarket,industry,company,andfinancialdata/information

• Performedbusinessvaluationsforsellsideengagementsusingthefollowingvaluationmethods;DCFModel,CapitalizationofEarningsModel,ANAVmodel,andPublicComparableEBITDAMultiples

• Createdalistof200potentialacquisitiontargetsthatcouldprovideourclientwithspecificsynergies

ClientConsultingList

2016-2017 $3BPHARMACEUTICALMANUFACTURER:Aninternationalgenericsandbrandedpharmaceuticalsmanufacturer

Financial&SupplyChainConsultant Boston,MA

• Functionalconsultanthandlingthepost-mergerintegrationandnewsetupoftheseJDmodulesGeneralLedger,AccountsReceivable,AccountsPayable,OrderManagement,andHyperionFinancialManagementintegration

• ConvertedlegacycompaniesfromSAPtoJDEwhilestandardizingtheirfinancialprofit&costcenterstructuresinJDEdwards.

• ImplementedglobalconsolidatedbankingsolutionsforoperationsinIndia,UK,US,andCanada

2014-2017 $10MCOMMERICALEQUIPMENTDEALER:Anequipmentbrokeragefirmthatleversskilledequipmentexperts,industryknowledge&marketinformationtoactasthebuyingandsellingagentforavarietyoftransportation&operationalequipment.

ChiefFinancialOfficer(InterimCIO) Austin,TX

• ResponsibleforallCompanyTaxes-Sales,Use,Excise,Payroll,Franchise,&otherlocalizations• ManageCompanyFinancials,Reporting,&NewBids/Contracts-Cashflow,CompanyP&L,Project

ProfitMargins,andcapitalspendingreviewforallexpansions&newprojects• JobCosting/ContractBasedP&L-Createandmanagemultiplebusinessunitsforlargeequipment

purchases(Trackandmanageallexpenses&revenuesassociatedtocapitalpurchasethroughresale)

3

• ImplementProcess&ManageSystems-ExpenseReporting&Reimbursements,XeroERPSystem,

Invoicing/Receipts,FixedAssets,E-Commerce,andCRMTools

2014 $14BPHARMACEUTICALS/HEALTHCARECLIENT:ManagedtheintegrationofBaxter’stransactional

informationfromanacquiredcompany’slegacysystemintoJDEdwards.

JDEdwardsIntegrationConsultant–Financials&Transactions Deerfield,IL

• Ensuredthatfinancialinformation(accountsreceivableandgeneralledger)transactionswere

createdandpostedcorrectlyaftertheinboundtransactioninformationwasreceivedinsideofJDE

fromthirdparty

2013–2014$1BREALESTATESERVICESCLIENT:Adiverseglobalclientinpropertyservicesofferingintegratedsolutionsacrossinvestmentagency,leasingagency,propertyandfacilitiesmanagement,project

andbuildingconsultancy,valuation,capitalinvestmentsandassetmanagement.

CapitalWorks,JobCostingandBillingConsultant(Service&OrderManagement) Melbourne,AU

• Re-Implementation:ExistingJDEXEsystemtoanewerversionofJDEE19.0

• FunctionalThreadManagerhandlingtheJobCosting,CapitalAssetManagement,ServiceBilling,

OrderManagement,ContractManagement,ChangeManagement,andWorkOrdersystem,

improvingsystemandbusinessprocesswhereapplicable.

• Managedintegrationswithothermodules(Time&Accounting,Procurement,FixedAssets,Etc)

• Managedclient,consulting,anddevelopmentteamstosuccessfullydeliverdataconversions,

systemenhancements,customizedworkflow,reportingoutputs,andintegrationrequirements.

2013 $600MTRANSACTIONALREALESTATESERVICESCLIENT:Acorporaterealestatecompanythat

providesTransactionManagement,Advisory,Leasing,andBrokeragesServicestotheEuropeanMarkets.

FinancialsandService/ContractBillingConsultant London,UK

• FunctionalThreadManagerfortheFinancial,Service/OrderManagementBusinessThread–

Handledinternationalmulti-currencyconversionforfinancialreportingandordertocashprocesses

• Managedthedesignworkshopsneededforthebeginningphaseoftheprojectstomovetheclient

fromrequirementsanddesignintothebuildphaseoftheOracleSDLC

• EducatedandonboardednewDeloitteresourcesandclientsupportingemployeestobringthe

projectteamuptospeedontheimplementationprocess

2011-2012 $3.8BCORPORATEREALESTATESERVICESCLIENT:Acorporaterealestatecompanythat

servicesitsclientswithend-to-endpropertyselectionandmanagementserviceswhereDeloitteConsulting

implementedaJDEdwardsE1FinancialTransformation/UpgradeProjectintheNorthAmericaRegion.

ProjectCostingandService/ContractBillingConsultant Boston,MA

• ImplementedJDEE19.0asareplacementtotheircurrentJDEdwardsWorldLegacySystem

• Standardizedandorganizedtheirfinancialstructureinasinglemannertoautomatetaxation,

servicelinereporting,andoperationalbudgetandmarginanalysis.

• ManagedtheentireJobCostteamandtheBillingTeamastheDeloitteleadtoensurethatproject

milestonesweremetpertheOracleEVDDeliveryModel.

4

2010-2011 $1.1BRETAIL/FOOTWARECLIENT:Aretailer&manufacturerwhereWiproTechnologies

providesJDEdwardsE1GlobalSupport

OrdertoCashConsultant Denver,CO

• SupporttheEDIManagerinhisdailyauditingoftheJDEE1systemanditsthird-partyapplications

suchasSterlingandInnovis.

• Keepinconstantcontactwiththeaccountteamtoensurethatallinbounddatasuchasinbound

POsandPOchangesaretransferredtoE1

• ManageandmaintainallEDIcustomerstoensurethatalloutboundinvoices,order

acknowledgements,andadvancedshippingnoticesaresubmittedontime.

• WritecomplexandintelligentSQLstatementsthatcanbeusedforproperqueryingoftheJD

Edwardstables

• Discussandsuggestnewsolutionstopendingclientchangerequests

• MonitorandmaintainbothSterling&InovisduringtheEDIandOrderManagementMigration

process

2009-2010 $14BPHARMACEUTICALS/HEALTHCARECLIENT:Apharmaceuticalmanufacturerwhere

WiproTechnologiesperformedaJDEdwardsGlobalImplementationandConsolidationRolloutProject

OrdertoCashConsultant Chicago,IL

• Ordertocashspecialistworkingwithtechnicalconsultantsandbusinessuserstoimplementan

efficient&profitablebusinesssolution.

• Manageda5personteamthatfocusedontheOrderManagementbusinessprocess,particularly

returnmaterials&credits.

• Implementedanadvancedpricingsystemthatcreditedbackdiscountedunitprices,easilyre-invoice

differentcustomers,andmanagedsinglesalesprofitmargins

• Helpedintegrateseveralhealthcarecompliancebusinessrequirementsintothesalesorder

managementprocessincludingDEArequiredlicensingandcontrolledsubstancessales’audit

information.

• Helpedinre-writingandinterpretingfunctionalandtechnicalspecificationoftheERPproject,

particularlywiththesalesordermodule,customizedfinancereports,andlogisticsoperations.

• PerformedseveralPMO(ProjectManagementOrganization)activitiesrelatedtomanaging

deadlines,progressstatistics,anddefecttraceabilitymatrix

1

BillPatow

Sr.JDECNC/TechnicalConsultant

CareerSummary• 18YearsJDEdwards/OracleCNCConsultingandE1ArchitectureDesign• JDEdwardsCNCCertification• 25+YearsSystemsandNetworkAdministration• ITInfrastructureDevelopment• JDEdwardsEnterpriseOneHostingExperience

CNCExperienceSummary

• MultipleEnterpriseOne9.1Upgrades;MultipleTimeZonesandLanguages;9.1.5ToolsExperience

• Five9.1.5.xToolsUpgrades• OneViewServer(OVR)InstallationandConfiguration;Linuxand

Windows• MultipleGlobalJDEdwardsImplementations• WeblogicExperience–11gand12c• OracleEnterpriseOneVMInstallationExperience• MultipleEnterpriseOne9.0UpgradeandImplementationProjects;

ExtensiveServerManagerExperience• BusinessIntelligencePublisherandDataAccessDriverInstallation

Experience• MultipleEnterpriseOne8.12ImplementationsandUpgrades• Multiple8.97and8.98ToolsReleaseInstallationsonUnix,Windows,

andiSeries;multiple8.98.3TRupgrades• ExtensiveE1PerformanceTuningExperienceonOracle,SQLServerand

DB2;acrossUnix,WindowsandAS400Platforms• BusinessServicesServer(BSSV)andTransactionServer(RTE)

Implementations• MultipleEnterpriseOne8.11Implementations,includingmultipleSP1andTR8.95/8.96/8.97/8.98• ExtensiveOneWorld/EnterpriseOneSecuritySetup,includingRolesandSolutionsExplorerTasks,Task

Filtering,Troubleshooting,andSupport• FormalandInformalCNCTrainingProvidedforMultipleCustomers• ExperiencedonmostE1Platforms,includingAS400,Unix,andWindows,andOracle,DB2andSQLServer

Databases.Oracle7i-11G;SQLServer2000,2005,and2008• ExtensiveEnterpriseOneUpgradeExperience• MultipleDouble-ByteImplementationsincludingChinese,Korean,andJapanese• Coexistenceupgrade–WorldA73toE810/Oracle;XEtoE9.0–AS400toLinux/Oracle11gR2

SkillsSnapshot

Education

• NationalUniversity,Irvine,CABS,ComputerScience

• TheJohnsHopkinsUniversity,Columbia,MD

• MS,ComputerScience/Telecommunications-30%complete

Training• JDEdwardsOneWorldSystem

ConfiguratorCertification• JDEdwardsworkshops:

o Securityo Troubleshooting

• Sun/SolarisSystemsAdministration,SunMicrosystems

• VMSSystemsManagement,DigitalEquipmentComputer

• HighSpeedLocalAreaNetworks,Networld+Interop

2

• Oracle,SQLServer,andAS/400DatabaseTuningandTroubleshooting• ESU’s,ServicePacks,SoftwareUpdates(ASU’s),andToolsReleaseInstallations• ExtensiveMulti-FoundationExperience;SetupRFScannersforusewithCitrixandOneWorld• SystemArchitectureandCNCReviews;EnterpriseOnePerformanceTuning

RecentEnterpriseOneImplementationsandUpgrades

• Aegion–9.0to9.1Upgrade;Tools9153;Weblogic12c;Windows/iSeries• DevelopersDiversifiedRealty–Tools9124to9152;WLS11gto12c• AstenJohnson–9.0to9.1Upgrade,TR9.1.4,AIX,Oracle11g,WAS8.5• Ampacet–8.12to9.1;TR9.1.4;Oracle11GR2,Weblogic12c;WindowsBatch/Logic;MultiLangs/Time

Zones• XSEGroup–XEto9.1,TR9.1.4.4,Windows/SQLServer2012,WLS12c• UGL/DTZ–EnterpriseOne9.0;AS400V7R1;WAS8.5.5;MultiTimeZone;MultipleLanguages/Localizations• DevelopersDiversifiedRealty–E8.12to9.1,TR9.1.3,Windows/Oracle11GR2,Weblogic10.3.6• CenovusEnergy–Xeto9.0,TR9.1onAIX/Oracle11g• WestJet–E8.11toE9.00onWindows/SQLServer2008• ToyodaGosei-AS400/XEtoAS400/E9.00• PCLConstruction–AS400/E811toAS400/E9.00• Port of Portland – Tools 8.97 to 8.98; AS400/WebSphere• CityofOlathe–AS400/E810toE9.00onWindows/SQLServer2005• BallCorporation–CoexistenceXEonAS400toE900onLinux/Oracle11gR2• AstenJohnson–E9.00,TR8.98,HPUX,Oracle11g,WAS6.1;(andE9.00toE9.10)• NBC/Universal–E8.12,TR8.96/8.97,AIX/Oracle9i,OAS10

WorkExperience

IndependentConsultant 2010toPresentSR.JDEDWARDSARCHITECT/CNCCONSULTANT

• Multiple9.0and9.1upgradesforlargecompanies,includingtools9.1.5andBusinessServicesServer.• Globalimplementationandrolloutformulti-nationalcompanywithmultipletimezonesandlanguages.• 8.11to9.0upgradeforamulti-billion-dollarconstructioncompany;AS400V5R4,WAS6.1onAS400,

TR8.98.3.2;21Productionenvironments• EnterpriseOneVMInstall;Linux/Oracle11gR2,E9.00• CNCsupportforclientrunningE8.11onWindows/SQLServer2008,TR8.98.2.1• MultipleE9.00andTR8.98upgrades;Windows/SQLServerandiSeries• MultiplesmallerE9.00installationandupgradeprojects.

iXtend,Inc.–Parker,CO 2009to2010SR.ARCHITECT/CNCCONSULTANT

• CNCConsultingandManagedServices–ERP8throughE9.00;Oracle;SQLServer,AS400.• PerformedEnterpriseOneUpgrades:Coexistence/XEonAS400toE9.00onLinux/Oracle11gR2;E810

onAS400toE900onWindows/SQLServer2005• EnterpriseOneClientHostingandHostingImplementationexperience

3

IndependentConsultant 2004to2009SR.JDEDWARDSCNCCONSULTANT

• EnterpriseOne8.10to9.0Upgrade;HP-UXEnterpriseServer;Windows/WebSphere6.1JASServer;Oracle11gDatabase.

• EnterpriseOne8.9to8.12Upgrade;AS400EnterpriseServer;Windows/WebSphere6.1JASServer.• ToolsRelease8.97upgradesoniSeries/AS400,WindowsandUnixservers;OracleApplicationServer

10gR3;WebSphere6.0/6.1;implementedBusinessServicesServerandTransactionServer.• PerformedmultipleE8.11andE8.12implementations.Windows/Oracle,Windows/SQLServer,

AS400/DB2,JAS,MultipleDataandLogic/Batchservers;E8.11,E8.12,TR8.95and8.96.• PerformedfiveEnterpriseOneUpgrades.Windows/SQLServer;CoexistenceXEtoWindows/Oracle;

AS/400toAS/400.• MultipleE1Securityprojects;threenewimplementations;onemajorreworkofexistingsecurity.• SecurityWorkbenchSetupandTrainingformultipleXEthruE8.12clients.• JasServerImplementations,E810,E811,andE812onWebSphere5and6,andOracleApplication

Server10gR2and10gR3.ExtensiveJVMtuningexperience.• PerformedSQLServerPerformanceTuningandAutomatedDatabaseIndexRe-builds.

SystemsManagement,Inc.-Portland,OR 2004to2004 JDEDWARDSCNCCONSULTANT

• OneWorldEnterpriseOne8.10,AIX,Oracle,JAS.ProvidedgeneralCNCsupport;troubleshotOracleandAIXperformanceissues.

• EnterpriseOne8.9,Intel,SQLServer,JAS,Citrix.PerformedCNCAudit,JASPerformancetuningandgeneralCNCconsulting.

• OneWorldB733,AS400,SQLServer,Citrix.ProvidedGeneralCNCconsulting.• OneWorld8.0,SQLServer,Citrix.ProvidedSystemanddatabaseperformancetuningtoresolvepoor

systemresponsetime.• OneWorldXEand8.0,Intel,SQLServer,Citrix.XEto8.0UpgradeandgeneralCNCconsulting.• XE,AS400,DB2/SQLServer.AppliedXEUpdate8(XU8)andprovidedgeneralCNCsupport.

PlutusEnterprises-ElSegundo,CA 2003to2004JDEDWARDSCNCCONSULTANT

• OneWorldXE,HP-UX,Oracle,Citrix.Deploymentserverupgrade,Added2ndEnterpriseserver,SplitsingleOracledatabaseintomultipledatabases,AutomatedOneWorldpackagedeploymenttoCitrixservers,ImplementedMulti-tierpackagedeployment.Reducedpackagebuildtimefrom8hoursto4.25hours.

• OneWorldB7.3.3.2,AIX,Oracle,Citrix.OneWorldXe,Solaris,Oracle,Citrix.Resolvedpackagebuildissuesandproblemswiththeirjobqueuestartupandshutdownscripts.ProvidedgeneralUNIXandCNCsupport.

Kivera,Inc.-Oakland,CA 2000to2003DIRECTOR,IT&SrUnixandNetworkSystemsAdministrator

• ResponsibleforallIToperationsataninternetstartupcompany.

4

Sprint/AvnetComputer-SanJose,CA 1999to2000JDEDWARDSCNCCONSULTANT

• InstalledandconfiguredJDEdwardsenterprisesoftwareindistributedcomputingenvironmentsincludingUNIX,Windows,andAS/400.

CharlesSchwab-SanFrancisco,CA 1998to1999UNIXCONSULTANT

• CorporateY2Kcomplianceproject.CreatedplansandtestedallUnixSoftwareandHardwaretoensureY2Kcompliance.

CloroxServicesCompany-Pleasanton,CA 1997to1998MANAGER,UNIXPlatforms

• Oversawcompany’sproductionUNIXenvironmentwithindatacenter,managingsixdirectreportsinchargeofUNIXandVMSsystems.

Datatools,Inc.-SantaClara,CA 1996to1997MANAGER,InformationSystems

• InitiallyhiredtoprovidenetworkandsystemsadministrationbeforepromotioninjusttwomonthstoManagerofInformationSystemsfordailyITandnetworkadministrationoperations.ManagedUNIX,NT,andnetworkinfrastructure.

• Orchestratedbuild-outofcompanynetworkand3000sq.ft.computerfacility,overseeingallrelocationactivities;ensuredsmoothtransitionanddeliveredmoveontime.

TheJohnsHopkinsUniversity,AppliedPhysicsLaboratory-Laurel,MD 1989to1995UNIXSYSTEMSADMINISTRATORRockwellInternational-Anaheim,CA 1984to1989ELECTRONICTECHNICIANUnitedStatesAirForce 1980to1984

1

Deb SalweiJDE Project Manager

Summary/HighlightsExperiencedProjectManagerandBusinessAnalystoffering21+yearsofsuccess

leadingandparticipatinginallphasesofdiversetechnologyprojects;MBA

credentials;deepunderstandingofanalysis,design,implementation,and

testing.

Functionalexperience;handsonfunctionalexperienceinvarietyofenterprise

financialtoolsaswellasgoodgraspofoperationalsystems.

Businessanalysis&projectmanagement;hasleadandplannedmultimillion-

dollarprojectsaligningbusinessgoalswithtechnologysolutionstodriveprocess

improvements,competitiveadvantageandbottom-linegains.Skilledingrasping

thebigpicture,conceptualizing,developingandimplementingrobust

informationtechnologysolutions.

Expertinprojectmanagementmethodologies;skilledinAgile,Scrum,Waterfall.

IncorporatePMPstandardsandmethodologies.


Salwei&Associates-Owner/IndependentITConsultant2014–Present• IndependentITConsultantworkingonworld-wideERP

implementations.

MontanaDakotaUtilities(MDU) 2006–2014• Managed,organized,anddirectedthesoftwaredevelopment,

implementationandsupportactivitiesassociatedwithJDEdwards

enterpriseresourceplanning(ERP)systemsandrelatedaccounting

applications.

• Thisincludesdevelopmentactivitiesassociatedwithcompany’sUtility,

naturalgas,andaggregatebusinesses.

AppliedEngineering 2004-2006• SupervisedITapplicationdevelopmentstaffforcompanywhichhas

officesinfivestates.

• Responsibilitiesincludedprojectmanagementintechnologyeffortsforvariouscustomers

requestingcustom-developedsoftwareapplications.

SkillsSnapshotFunctionalExpertise

• Project Management & Accounting

• GL/Finance/ • Accounts Payable/Accounts

Receivable • Cash & Bank/eBanking/Cost

Accounting • Budgeting • Inventory & Warehouse

Management • Procurement & Sourcing • HR/Payroll/Travel & Expenses

Value-AddedLeadership• Strong Analytical Skills • Detail Orientated & Organized • Cross-Functional Team

Building • Staff Management &

Mentoring • Client Relations &

Presentations • Business & IT Planning • Vendor Management &

Negotiation

Education&Certifications• University of North Dakota,

Grand Forks, ND – Masters in Business Administration (MBA)

• University of Mary, Bismarck, ND- BS in CIS

• Working towards various MS Certifications

2

WorkforceSafety&Insurance 2000-2004• ServedasaProjectManagerandBusinessAnalystforcompany.Thisincludeddirectingoperations

forcreationandimplementationofneworenhancedtechnologydevelopmentassociatedwithITinitiatives.

NDDepartmentofTransportation 1998-2000• Directedprojectcoordinationandbusinessanalysisneedsforcompany’sinformationtechnology

department.• DevelopedandmonitoredbudgetreportsassociatedwithspecificITprojects.• AssistedinthecreationandmaintenanceoftheITplanensuringitsalliancewiththecompany’s

overallstrategicplan.

LegacySolutions 1997-1998• ITconsultantworkforvariouscompanies.• Recruited,trained,andmentoredstaffonnewprocessesandtechniquesusedininformation

technologydesignanddevelopment.

NorthCentralDataCooperative 1996-1996• Producedtechnologysolutionsthatemphasizedcustomerserviceandsatisfaction.• Helpeddirectandleadtheuseofnewtechnologiesthatresultedincostsavingsandefficienciesfor

thecompanyandthecustomers.

1

Jean-Paul SAVALLI Sr. CNC Technical Consultant

Profile

Senior CNC Technical Consultant in the Oracle/JD Edwards Practice for IBM Business Consulting Services. As an experienced CNC/Architect, JP has been involved with JD Edwards One World and Enterprise One since their earliest releases. For over 17 years, he has led and successfully performed multiple complex JD Edwards technical implementations and upgrades on various platforms, ranging from small to worldwide organizations.

Throughout his consulting career, he has worked with clients in many industries, defining requirements, architecting solutions, planning, implementing and supporting various IT technologies and product-related services. Increasingly, he has been leading client I.T teams in the execution of technical solutions, and providing guidance in bringing additional value to their businesses through I.T optimization and/or the introduction of new technologies.

Work Experience (IBM Consulting Experience)

IBM Canada – Vancouver, B.C 01/2001 - Present Senior Technical Consultant – Oracle/JD Edwards Architect/CNC 01/2017 – Current Danone - STIAL, Paris/France & Tunis/Tunisia JD Edwards 9.0 to 9.2 Upgrade Technical Road Map Role: Architect

x Leading (remote) the JD Edwards technical upgrade design effort. 02/2016 – 11/2016 Molina HealthCare, Long beach, California, USA JD Edwards E1 9.0 to E1 9.2 Upgrade and Platform Migration Role: Technical Project Manager and Architect

x Led the E1 technical upgrade and platform migration efforts from Windows/SQL to Linux/Oracle.

x Managed a large IBM and Client offshore teams of developers and CNCs in planning and execution. Architected the 9.2 CNC Solution.

x Defined/optimized a migration approach for high data volume 3. x Leveraged a fast track project methodology and completed the

project on time & on budget. 02/2016– 02/2016 Estee Lauder Inc., Mexico City, Mexico JD Edwards E1 9.1 System Performance Assessment Role: CNC

x Conducted a full JDE Edwards CNC System performance assessment at all levels (network, hardware sizing, database, application).

x Made all necessary recommendations with a focus in maximizing change benefits based on efforts and investment required.

Snapshot

Education x Bachelor of Business Administration

(Finance) University of Grenoble (France)

Skills x Bilingual (French, English) The full JDE CNC spectrum: x Implementation x Upgrades x Configuration x Maintenance x Security x Disaster Recovery x Fail-Over/Clustering x System Auditing x System Integration & Optimization x Mobility x Internet of Things x IT Training x CNC Infrastructure assessment x Infrastructure and application

architecture design x Strategic technical roadmap x Technical project management x Application of implementation

methodologies and leading practices x Technical consulting at all

management levels Hands-On Skill Set x All major operating systems x All major databases x Third party integration x Networking JDE/Oracle core products: x WebLogic - WebSphere x Oracle Fusion – BI – Bssv – Ais - Rte x Upk – Bip/Ovr – Adf – Ebs/Soa - Etls

2

01/2016 – 01/2016 POST Holding, Saint Louis, Missouri, USA

x Developed a customized Oracle UPK technical training guide for the Technical Staff.

01/2015 – 12/2015 Archer Daniel Midland (ADM), Decatur, Illinois, USA Role: Architect and CNC JD Edwards E1 9.1 and World Migration on IBM Softayer Cloud World Wide Migration - Europe, US and South America

x Led the ADM JDE architecture on private cloud for a divestiture involving multiple sites across the world.

x Managed the execution of all CNC activities for migrating ADM’s servers on Soft layer - IBM cloud on Windows / MS SQL

09/2014 – 10/2014 Turner Industries, Baton Rouge, Louisiana, USA JD Edwards Infrastructure Assessment - World to E1 upgrade Role: Architect and CNC

x Conducted a preliminary technical CNC analysis on Turner’s JDE System for a potential E1 Upgrade.

x Provided a technical roadmap and recommendations.

06/2014 – 08/2014 Chicago Bridge and Iron Company, Houston, Texas, USA JD Edwards E1 9.0 Server Migration Role: Technical Project Manager and CNC

x Led the CB&I Technical Team to plan and migrate its E1 iSeries Servers to a new hosting location. x Performed the JDE upgrade migration. x Managed the JDE E1 Disaster and Recovery Project.

04/2014 – 05/2014 La Coop Federee, Montreal, Quebec, Canada JD Edwards E1 System Performance Assessment Role: CNC

x Conducted an in-depth JDE server infrastructure assessment. x Put a detailed action plan with all necessary recommendations to remediate the existing system

performance issues in Production.

04/2013 – 03/2014 Chefs Warehouse, Ridgefield, Connecticut, USA JD Edwards 8.11 to 9.1 E1 Upgrade and Platform Migration Role: Technical Lead and CNC

x Led the technical upgrade effort x Defined and optimized the technical Production rollout approach in a multi-phase implementation. x Performed the E1 Platform Migration and Upgrade on iSeries. x Implemented Oracle Business Intelligence/OneView Reporting and User Productivity kit.

12/2012 – 03/2013 Procurity, Winnipeg, Manitoba, Canada JD Edwards One World XE to 9.1 Upgrade Role: Technical Project Manager and CNC

x Conducted an upgrade roadmap x Performed the upgrade execution on iSeries x Completed this technical fast track upgrade in 3 months on time and on budget

Nick Wilson

Sr. CNC Consultant

Summary/HighlightsNickhasastrongITbackgroundwith16+yearsofexperience,includingtenyearswithJDEdwards.Nick'sexceptionaltechnicalabilityandbusinessacumenhavemadehimavaluedmemberofanyprojecthehasworkedon.

JDEdwardsImplementationandSupportNickhasledthetechnicalportionofmultiplelargeJDE9.xupgradeprojects,whichincludedXE,8.12and9.0applicationsrunningonAS400,IntelandLinuxplatforms.HeexcelsinCNCfundamentalsaswellasOneViewReporting,E1Pages,Watchlists,MobileApplicationsandintegrationwithBSSV.Nick’sexperiencewithcomplexJDEimplementationsinclude:

• GlobalImplementationExposure• Multicountyimplementations• ProcessStandardizations• PublicCompany(SOXcontrols).


ERP-OneConsultingInc. 2009–Present

SeniorConsultant2013-Present

• SeniorConsultantleadingtechnicalE1UpgradeProjects• Five9.1Upgradestodateastechnicallead:ReveraLiving,Johnston• Equipment,ViforPharma,XSEGroup,CityofGuelph,ParklandFuel• Multipleotherprojectsforspecifictechnicalexpertiseincluding:

Hardware,Re-architecture,ToolsUpgrades,OneViewReportingLDAPintegration,SecurityMaintenanceandrestructuring

• DevelopmentofMobileApplicationsforAIS

IntermediateConsultant2010–2013

• FieldConsultantworkingatvariouscustomers• CNCLeadforParklandIndustries8.12upgrade(postgo-live),SierraWirelessSSOandPortal

redundancyproject• CNCsupportforCHCupgradeproject,PowerStreamhardwareupgrade• QSoftwarespecialistandleadforQuanta,rollingoutSODandQSoftwareimplementation• QSoftwarespecialistforConstellationbrands

SkillsSnapshotJDEdwardsCNC• 9.1, 9.2 Upgrades

• OneView Reporting, E1Pages,

Watchlists

• Mobile Applications

Development through AIS

• Single Sign On, Oracle

Identification Mgmt

• Co-existent sites (World and

OneWorld)

• Java Application Server (JAS)

maintenance utilizing OAS,

WAS and Weblogic

• Installations of ESUs, Updates

and Tools Releases, including

special instructions and

retrofitting

• Experience with additional

CNC tools for updates and

analysis including Change

Assistant

• System administration and

CNC support for iSeries, Intel

and Unix customers

Education• Bachelor of Commerce, Major

in Information Technology

Management, Ryerson

University

• Computer Systems and

Networking Technologists

Diploma, Centennial College

2

Sr.HelpDeskAnalyst2009–2010

• SupportforCNCManagedServices• ManagedSupportDeskproject,providingahostedticketingsolutionforcustomerstosubmit

ticketsonline• CreatinganE1CNCknowledgewebsite

EmersonCanadaLtd.1998-2009

SystemsAnalyst&ProjectLeader2009

• SupportedWorldandOneWorldCNCactivities:installESUs/Toolsreleases,packagebuilds,advancingprojects,managingenvironments

• Planneddisasterrecoveryfor2009• ImplementedBIsoftwareleveragingJDEdata• PMinAPAutomation,reducingcycletimesby40%

TechnicalSupportAnalyst1998-2009 • SupportoperationsofiSeries,JDEOneWorld/Worldco-existence,andSystems38runningMapics• Designingreports,performingbackups,databaseadministration• SystemsAdministration,servermanagement,desktopsupport• InitiatedanddeployedintranetsolutionutilizingSharePointtechnologies,integratingbusiness

supportsystemstogetherforsingleviewofdata

ProfessionalAffiliations/Certifications

• OracleCNCCertified• MobileApplication(AIS)Training• OAM11GR2Training• QSoftwareTraining• ImplementingsecuritywithSEC-Qure®E1Config3.0(2009)• SEC-Qure®E1Config4.0netchange(2009)• EnterpriseOnesecurityfromSolutionExplorerTaskViewsusingSEC-Qure®QuickStart(2009)• MaintainingasecuritypolicyusingSEC-Qure®E1Config4.0(2009)• OracleSingleSignOn• TrainingforSSOconfiguration,setupandallnecessaryproductsincludingOID

Helen Zhang

Sr J.D. Edwards Developer/Analyst Profile

Helen has over 19 years of experience in both design and programming of information systems including 13 years in ERP (JD Edwards) implementation and development. Helen’s skillset includes JDE custom applications, reports and data conversion interfaces with comprehensive business/functional understanding in Distribution, Finance, Job costing, Equipment Management, HR and Payroll modules. She is the original developer of the Health and Safety module of JDE. She is experienced in full cycle JDE implementation and deeply involved in requirement gathering, custom development, data conversion, code retrofits, user acceptance testing and go-live support. Helen prides herself on excellent problem solving and trouble shooting skills, great documentation and communication with stakeholders, a passionate team player yet also self-motivated as an independent consultant. OneView Reporting (OVR) Helen has in-depth experience in using the one view reporting tools, for example creating custom queries, watchlists and one view dashboards. She has recently completed the below OVR reports for her clients:

x One view inventory inquiry report with customer fields from Item Master tag file and low inventory watchlists

x Daily sales dashboard with daily shipment by product line, monthly top 10 customer chart, late shipment watchlist; This dashboard combines pie chart, vertical bar chart and pivot table.

x One view bill to customer credit summary by sales order type with a credit exposure watchlist. Recent Professional Experience

Northern Creek Technology 2016– Present Senior JDE Consultant

x Analyzed root cause of JDE productions incidents in OTC stream and recommended functional/technical solutions.

x Built daily sales dashboard using One View reporting to represent the market indicators and watch lists.

x Implemented JDE platform for client’s US company and retrofit custom JDE applications/reports/data interfaces.

x Developed sales/shipment reports in BI Publisher to present enhancive formatting.

Skills Snapshot TECHNICAL SKILLS JDE EnterpriseOne XE to 9.1 Tools release update to 9.1.3 RDA – FDA – Power Forms Business Functions (C) Java Business Services Design OVR: OneView Reporting BI Publisher OBIEE Create! Form Coding Languages JDE Event Rules Java C++ .Net Database Oracle PL/SQL - SQL plus MS SQL Server Server AS400 – UNIX – Windows platforms

Canfor Corporation 2013– 2016 Senior JDE Developer Analyst

x Implemented large scale multi-system (JDE, Oracle Transportation Management (OTM), Oracle E-Business Suite (EBS), OBIEE and .NET systems).

x Led the support team to address IT support tickets and assure production environments running smoothly.

x Managed change request in the Order-To-Cash stream including sales order management, procurement, inventory management.

x Developed a customer portal using BSSV for external customers to inquire sales orders, shipments and invoices.

x Engaged business stakeholders and discussed change requests and enhancements. Ledcor Industrial Inc. 2006– 2013 Programmer Analyst

x Upgraded JDE 8.12 to 9.1 in 53 days and led the developer team on planning and retrofitting. x Trained a VB 6 developer into JDE, and mentored development work in a VB6 to JDE integrate

project. x Designed and programmed Health and Safety Incident Tracking System, using multiple Power Forms

and work flow functionality. It was referenced by Oracle as a prototype into its own module. x Utilized BI Publisher and XML Template Designer to create business reports and email distribution. x Wrote JAVA consumer business services of equipment management module for application outside

of JDE to retrieve data. x Developed bank file transfer process for finance team and provided support and troubleshooting on

integrity issues. x Maintained JDE change control and data integrity across all environments. x Upgraded JDE 8.0 to 8.12 and retrofitted custom applications and UBEs. x Modified and documented pristine applications and UBEs.

rfp - pinal county, arizona · rfp-173223 jd edwards enterpriseone developer & consulting...

Documents