Date of Birth 07.07.1967

Nationality US

Marital Status unmarried

This Consultant is a senior Siebel Technical/Functional Consultant. He holds both an MBA in International Business and a BS in Electrical Engineering (1990). The combination of both a technical and business education has given Gonzalo a solid basis for participating in and leading Siebel implementation teams.

This Consultant has been working with Siebel since 1998 and has led teams of over 10 consultants in large Siebel implementations. He has hands on experience leading consultants using standard Siebel Tools configuration techniques, eScripting, Workflow, EIM, and Business Services (including EAI). In several projects he standardized the functional documentation in order to better serve the technical teams.

This Consultant also optimized the implementation methodology and standardized the project deliverables for one of his clients. The client is still using his framework within its internal Siebel competency center.

This Consultant has Siebel 7 experience and recently played a project leader role in a Siebel 7.5 project.

Major Pharma Company (Nov 2002 – Feb 2003)

This client plans to use Siebel in one of it’s departments (50 users) to manage opportunities coming from their web portal. The solution includes an interface to a web portal (EAI) and to Lotus Notes (standard). A batch data load from an existing CRM database was also designed (EIM).

Siebel Version: Siebel 7.5 – Standard

Role: Technical Team Lead – Created the project plan, conducted analysis workshops, laid out the project documentation standards (business and technical), reviewed all business and technical analysis/design documents (includes configuration, EIM and EAI designs).

Major European Security Product Distributor (Oct 2002 – present (on going))

This client uses Siebel to manage its sales process. Opportunities are created by the presales teams, while the sales team uses the quote management and order management modules.

Siebel Version: Siebel 6 – Mid Market

Role: Siebel Trainer for Italy and Spain – Trained new users on base and advanced sales functionality of the application.

Activities: Review language of application and training documentation; prepare training environments; train users from Nov. 2002 to present, based on need.

Major Swiss Pharmaceutical Company (July 2002 – August 2002)

This client uses Siebel to manage all of its existing customer and potential customer touch points (mainly focused on the sales process).

Siebel Version: Siebel 6 – Life Sciences

Role: Technical Lead – Performed fine tuning, enhancements, and bug fixes.

Design Activities: Reviewed designs as well as designed some eScript based solutions.

Implementation Activities: Implemented the previously mentioned eScript solution as well as implemented additional enhancements.

Major Swiss Private Bank (Feb 2002 – June 2002)

This client uses Siebel to manage all of its existing customer and potential customer touch points. The type of users include channel partners, who work on leads from marketing campaigns and from their own network, as well as bank employees (call centre, personal advisors, regional managers, marketing managers, legal control, etc.) Marketing campaigns can be traced and their effectiveness eventually measured with the data that is collected in the Siebel application.

Siebel Version: Siebel 7 – eFinance

Role: Quality Assurance – Performed Siebel (Siebel 7) design & configuration quality assurance for the client; maintained overview of the Pilot CRM process architecture; developed the testing & training concepts for the pilot application; configured the company management module of the Siebel 7 eFinance application; developed the ‘Siebel 7 Lessons Learned’ document for the development team.

Analysis Activities: Coached business analyst on how to document the user process and the requirements within the process.

Design Activities: Reviewed designs from the implementation partner and gave feedback to the client.

Implementation Activities: Supported implementation partner in development due to a lack of resources. Support included issue handling as well as hands on design and development of solutions.

Major Swiss Retail Bank (Aug 2000 – Nov 2001)

This client uses Siebel to enable financial advisers and other employees to access read-only transactional data about their customer’s financial accounts as well as to perform real time operations, such as orders of products (cards and checks) and the buying and selling of securities (uses EAI business services)). The application contains a customer scoring function that was designed especially for the bank (uses complex logarithmic functions). All transactional data is loaded in the Siebel database, delta loads are performed nightly, and refresh functionality allows users to see the real time status of selected groups of transactional information. User can also add and edit information about potential customers. The client chose to develop the application using three sequential implementations, each lasting ca. four months. The first deployment was performed at the end of the third implementation cycle. After the deployment, work was taken over by an internal competence center partially trained and standardized by Gonzalo.

Siebel Version: Siebel 2000 – eFinance

Implementation 1 (Aug 2000 – Feb 2001)

Role: Team Lead/Senior Siebel Developer & Methodology Officer – Resolved complex technical issues (configuration and scripting); assessed the development approach used by client’s implementation partner, identified, proposed solutions and escalated specific process & technical issues; collated CRM business requirements across all relative business groups and ensured that they were met; led configuration team of 10 and improved the configuration approach of the project.

Planning Activities: Set the timelines for the deliverables from the configuration team; confirmed all milestones with the client’s project manager; restructured the analysis documents to better assist the integration consultants in their work (this proved to be key in having the data loaded in the environment on time); began the design of a documentation tool for the project.

Design Activities: Took over the most complex business requirements of the project to find the best solution in Siebel; coached client and set expectations by prototyping the possible solutions and signing them off before actually implementing them; set the standards of documentation for the project.

Implementation Activities: Restructured the development approach, dramatically improving the efficiency and output of the configuration teams work.

Test Activities: Handled all incoming reported errors and managed their correction; managed the delivery of the corrected application through the various cycles of the user acceptance tests.

Implementation 2 (Feb 2001 – June 2001)

Role 1: Team Lead/Senior Siebel Developer - Resolved complex technical (configuration and scripting) and business issues; maintained overview of the CRM process architecture; led configuration team of 13 persons in designing and configuring additional functionality into the Siebel 2000 eFinance application (including workflows and eScript) for this retail bank; liaised between process managers and application configuration/development team; identified, proposed solutions and escalated specific process & technical issues; actively managed CRM enhancement requests pertaining to Siebel; coached client’s internal employees in preparation of a competence center to handle the development after deployment.

Role 2: Methodology Consultant - Redesigned the data model design approach to improve project efficiency for implementation 2 & 3; created a data layer team to increase productivity of the legacy data integation (proved to be very effective).

Role 3: Business Analyst - Optimized Business Processes together with the customer to cover their client scoring process.

Planning Activities: Set the timelines for the deliverables from the configuration team; confirmed all milestones with the client’s project manager; continued with the design of the project documentation tool that produced the documents used by Siebel Expert Services for the Design reviews.

Analysis Activities: Conducted the ‘Client Scoring’ workshops with key users to identify the requirements (analysis was thoroughly documented and later used as a basis for the training documents).

Design Activities: Designed the solution (solution was prototyped to give users a good feel of what was to come) and created the Entity Relationship Diagrams (ERD) that served as the basis for the entire application (the solution included Siebel workflow routines that were triggered on the transition of a state field); prototyped and signed off all solutions with the client.

Implementation Activities: Supported the Siebel developers in the construction of the prototyped and approved solutions by managing and researching their business and technical issues; managed that communication between users and developers by orchestrating the way developers developed the solution in a way that checkpoint sessions with the users could be performed.

Test Activities: Handled and clarified all incoming reported errors and managed their correction; managed the delivery of the corrected application through the various cycles of the user acceptance tests.

Implementation 3 (June 2001 – Nov 2001)

Role 1: Team Lead/Senior Siebel Developer - Resolved complex technical (configuration and scripting) and business issues; maintained overview of the CRM process architecture; led configuration team of 13 persons in configuring additional functionality into the Siebel 2000 eFinance application (including workflows, eScript, and Smart Script code) for this retail bank; liaised between process managers and application configuration/development team; identified, proposed solutions and escalated specific process & technical issues; managed communication between Business and Technical staff; actively managed CRM enhancement requests pertaining to Siebel; coached client’s internal employees in preparation of a competence center to handle the development after deployment (competence center was ready at the end of this implementation).

Role 2: Methodology Consultant – Assessed and revised the business analysis documentation standards to improve project efficiency.

Planning Activities: Set the timelines for the configuration team's deliverables; confirmed all milestones with the client’s project manager.

Analysis Activities: Controlled that all analysis documents reflected the standards set forth the in the previous two implementations.

Design Activities: Managed that all key users and stakeholders saw the prototyped solutions and corrections; arranged that the appropriate amendments or changes from on their feed back were incorporated into the final design.

Implementation Activities: Managed all business, technical, and communication issues between the configuration and the business team and between the configuration and the interface teams.

Testing Phase: Handled and clarified all incoming reported errors and managed their correction; managed the delivery of the corrected application through the various cycles of the user acceptance tests.

Major Swiss Financial Services Provider (Nov 1999 – July 2000)

This insurance services provider configured Siebel to manage all of its auto claims within its call centre. The call centre agents follow a process that falls within the high level process blocks of: Identify Customer, Report Claim, and Close Call. The application has an online connection to a legacy system that registers all incoming claims, giving them a unique identification number. All policies are loaded in the Siebel system. Delta loads are performed nightly.

Siebel Version: Siebel 99.9 – eFinance

Role: Team Lead/Senior Siebel Developer - Resolved complex technical issues; led configuration of a call centre solution based on Siebel 99 eFinance Service; participated in all client design workshops and assisted in optimizing their process mappings; managed the rapid prototyping that was the basis for the solution; performed preliminary base table mappings. The solution called for a real time interface to a legacy system that recorded and numbered all incoming claims. This was a German language project.

Planning Activities: Set the timelines for the deliverables from the configuration team. Confirmed all milestones with the project manager form PwC.

Design Activities: Reviewed and optimized the client’s already analysed call centre process for auto claims. Prototyped and designed the Siebel views that would allow call centre agents to identify the client calling and to rapidly report the claim under the strict guidelines of the company. Designed innovative solutions using Siebel base functionality that permitted call centre agents to navigate within the application.

Major Swiss Corporate Insurance Services Provider (Dec 1998 – Oct 1999)

This corporate insurance provider uses Siebel to support their worldwide corporate insurance business.

Siebel Version: Siebel 99 – Base Application

Role: Siebel Developer – configured, a solution that supported client’s worldwide corporate insurance business; led the configuration team together with another senior consultant.

Business Activities: Reviewed client’s Key Account Management process and designed Siebel views that best fulfilled the requirements and that followed the natural process of the Key Account Manager. The solution included the management of policies in Word document form.

cBase Consulting AG (Aug 2000 – Present)

Partner – responsible for project methodology development, project management/leadership, project assessments, client acquisition and client application design and development.

PricewaterhouseCoopers (Oct 1998 – Aug 2000)

Consultant – responsible for leading Siebel configuration teams, consultant training and coaching, client application design and development.

Digitron-OWL AG (Jan 1998 – Sept 1998)

Consultant – responsible for communication between legal team, engineering, and customers in the Y2K project.

AGIE AG (Nov 1990 – Dec 1997)

Efficiency Project Consultant – responsible for mapping and redesigning the internal project acceptance process for the Efficiency project. Developed a project product database. AGIE received ISO 9000 certification thanks to this work.

Engineer – designed new software components for the various machines.

BS Electrical Engineering, 1990, University of Miami, graduated with honours.

Siebel 7 Certification, March 2002, Siebel University

Siebel Customer Certification, March 2001, Siebel University

Siebel 2000 Certification, March 2001, Siebel University

Siebel 99 Certification, March 2000, Siebel University

Business Interviewing

ERD mapping

Siebel functionality mapping and GAP analysis

Oracle versions 7 and 8

Windows NT, 2000

Siebel Configuration 98, 99, 2000, and Siebel 7 (certified in 99, 2000, and version 7)

Siebel Workflow, eScript and Siebel VB, Business Services, and EAI and EIM design

SQL

English: Fluent

Spanish: Fluent

Italian: Fluent

German: Good

Available upon request.