CRMpeople.com
Presents
Resume 771.
Background
This Consultant have has over 7 years of experience as a PeopleSoft CRM consultant, including the PeopleSoft’s legacy CRM product as well as the new PeopleSoft 8.x technology. During this time, he has served as a Project Manager, Team Leader, Classroom Instructor, and Functional and Technical analyst. He has worked on all phases of the software development life cycle from requirements definition and analysis to construction, implementation and training. In addition, he has extensive experience with upgrades. He has lead implementations for Fortune 500 clients, as well as mid-market companies. He is proficient in all areas of CRM – best practices knowledge, requirements gathering, high-level design, project management, planning, and document. His many years of CRM experience have positioned him to continue functional leadership with the new PeopleSoft CRM 8 product.
This Consultant has worked on literally dozens of CRM projects and worked for the Vantive Professional Services Consulting team (which merged with the PeopleSoft Consulting Group) as one of their regional experts.
Professional Affiliations:
Member of Peoplesoft User Steering Committee (Jan 2001 – Jan 2002)
President of Vantive Texas Regional User Group (Feb 2000 – Jan 2001)
Professional Certifications:
Primus Certified Consultant ServiceSoft Certified Consultant
Vantive Consultant Training Inference Knowledge Engineering
Software Experience:
MS Office, MS Project 98 - 2000, SQL Server 6.5 - 2000, Sybase 11, Oracle 8x, Peoplesoft (Sales, Marketing, Support, Help Desk, Quality), Primus’ SolutionSeries products, Web Advisor, Knowledge Builder, MS Visual Basic 3.0 – 6.0, Inference’s CBR Express & CasePoint, FoxPro 2.5/2.6
Speaking Engagements
Professional Experience
Pacific Visioneering June 2002 – present
CRM Consultant
Client: QRS Incorporated, Richmond, CA
This Consultant has acted in role as Part-Time Project Manager for a Vantive CRM erformance enhancement project. Subsequently, the customer determined an upgrade to Peoplesoft CRM was needed. This Consultant then acted in a Full-time Project Manager for Bug Tracking, including initial requirements, management of Scope and budgetary items. As a result of the performance audit, system performance increased over 40% through appropriate use of SQL, table indices and stored procedures.
Throughout the engagement, He extensively used the MS-Project Workgroup feature for off-site management of project. Additionally, He led users through Requirements process, design, document, develop and agreement for Bug tracking system based upon Peoplesoft CRM 8.6 Quality Module, as well as leading Sales Process design sessions for redeployment of Peoplesoft CRM Sales and Marketing.
Princetec February 2002 - June 2002
CRM Consultant
Client: Motorola, Plantation, FL
This Consultant provided Vantive integration expertise for Motorola’s Work Order Billing, enabling the delivery of Invoices for non-Warranty repairs of Motorola devices. He developed & enhanced the interface between Vantive’s Field Service and Oracle Accounts Receivables and Order Management. He developed Project Plan from initial requirements, interacting with other Motorola IT groups that impacted this project. Worked to maintain schedule as well as feature scope.
This Consultant utilzed Project Management Methodologies to ensure that system requirements were completely documented and agreed to by the project stakeholders. From the techical aspects, He developed perl scripts to interface Vantive Customer data and Corporate Customer Master datamart using Oracle 8.01. Map data between Customer Master data and Vantive schema. He also modified the existing perl scripts to correctly reflect the business rules and schema changes for Field Service non-Warranty Repairs
Greenbrier & Russel February 2000 – January 2000
CRM Lead Consultant
Clients: ABC Radio Networks, NEC BNS, NTT/Verio, Guardent
Lead teams for Vantive customization projects of existing implementations. Assist customers in performing fit-gap analysis, "Conference Room Pilots" and development of business rules for their CRM application. Interacted with Corporate Project Office to ensure methodology and schedule maintained in accordance with project guidelines.
This Consultant extended a Package Selection methodology that enabled the user to score the relative importance of various requirements. This was done as a result of requests by a client to review several packages, Siebel, Peoplesoft, Remedy, Clarify and other mid-tier products.
This Consultant installed & configured Vantive Help Desk for NTT/Verio, incorporating Aspect CTI software to links to ACD. He also led conference room pilots as an SME to utilize an Industry Best Practices approach to Call Center escalation, service level agreements and work flow rules
This Consultant led a project team in the development of technical and functional details for clients. This involved gathering high-level needs during initial meetings, drawing upon the experiences of other team members and existing clients. Additionally, it involved heavy interaction and meeting facilitation
He worked with a larger effort of upgrading the Peoplesoft sytem from 7 to 7.5 and changes that impacted the Vantive/Peoplesoft Order Capture interface for NEC BNS’ billing process. He provided Vantive development expertise to ensure accurate creation of Invoices as well as the enforcement of business rules brought about by the Peoplesoft upgrade.
Apex IT, Inc April 1997 - February 2000
Sr. CRM Consultant
Clients: EDS, ParkNicollet (MN), Merant, Proxicom, Caere Corp, GTE/Verizon, BellSouth
This Consultant provided technical development expertise as a Certified Vantive Consultant for a variety of Vantive customers. Routinely reviewed customer business requirements, map to existing Vantive functionality and provide estimates on customization to meet needs. Additionally, He mentored several groups of junior developers for EDS’ REM Solution Centers located in Troy, MI, Rochester, NY, Boca Raton, FL and Plano, TX. During the 19 month engagement, He worked on several releases on aspects from mapping requirements into technical specifications through hands-on development.
As part of a sustained EDS effort to streamline business processes, He acted as the Subject Matter Expert for the Field Service organization of EDS’ Service units.
This Consultant worked with several hi-tech companies developing Web Advisor KnowledgeBases for ServiceSoft Knowledge Management Product. He also integrated Tivoli Enterprise Console (TEC) with Vantive Help Desk through the use of TEC event rules and Perl scripts to pass information between Vantive HD and TEC.
PageMart Wireless, Inc November 1996 – April 1997
Director – Applications Development
This Consultant supervised 30 individual contributors and 1 manager over Vantive Application Development and Oracle Financials development groups. During this time he manage existing new development and support efforts of Oracle Financials Group, Client/Server development team and provide guidance to Billing Team.
Compaq Computer Corporation September 1989 to October 1996
Sr. Systems Analyst
This Consultant led development efforts for Technical Support Center’s Implementation of Vantive. Focus upon the international issues involved with single-server access, business rules and integration with Compaq Engineering group. Gather User Requirements for Customer Service Call Tracking program. Based upon Vantive’s "Support Module". Involved knowledge of Call Centers, Compaq business rules & features/limitations of Vantive. He also Developed and deliver User training on Vantive product at Compaq sites around the world.
This Consultant completed development of CasePoint API & VB 4.0 development, allowing customization of product for Compaq’s needs. Prior to this, there was little user interest in utilizing this tool due to the inflexibility of the User Interface.
Knowledge Engineer
This Consultant was the Senior Knowledge Engineer for Case-Based Reasoning system – Inference’s CasePoint. Goal is to provide Technical Support Call Agents with the ability to a natural language query to describe customer problems in order to increase call agent productivity by decreasing call times. He directed team (60 individuals over 3 shifts) efforts at maintaining existing information and adding new information into various knowledge domains. In order to more efficiently populate the Case base, He developed an application that automatically generated CasePoint Cases using information from previously created documents, such as solved 2nd and 3rd level support cases
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Other IT-related experience |
Details available upon request |
EDUCATION
Old Dominion University,
Norfolk, VA
B.S., Management Information Systems/Decision Sciences. December 1985.