Daniel (Dan) A. Ruiz Jr.

acei10@r.postjobfree.com, 916-***-****

The following summarize key areas of my 30 + years’ experience leading projects the utility

industry, including numerous consulting engagements and implementation efforts related to

managing projects and process improvement. Dan has excellent Smart Grid experience and field

operations experience covering business case development, requirements development, solution

design, implementation, and organizational change to harvest the value of a Smart Grid

deployment.

DAN’S PROFILE

Latest role included the provision of Project Management (PM) and Transformation services to

various clients with a focus on improving operations. The scope of professional services provided

encompass hands-on business requirements development, RFP preparation, vendor evaluation

and selection, development of administrative requirements to secure contracts with software

vendors, and project management employing PMBOK based standards. Also has used Agile

(user story) approach to solution design. The scope of professional services is to provide hands-

on project management services; has used Agile (SCRUM - user story) development approach

since 2011.

PROJECT MANAGEMENT AND SMART GRID WORK

Dan is experienced in planning and implementing projects that are aligned to business objectives.

The work involved providing services that considered; people, process, technology, and

informational components in developing and implementing project plans. Dan follows the PMBOK

standards and has been invited to speak over the years at PMI meetings concerning projects he

has led. Dan has a BA in Data Systems from San Francisco State University. The following are a

few examples of his utility PM work experience and with supply chain engagements:

• Utilligent (Sr. Consultant – February 2102 to Current – Lay off effective June 1st)

Most recently, for a service company, Dan led development of the project plan to improve

customer’s ability to use alternative ways to connect to the company. This work included the

Project Execution Plan and the related WBS. The scope covered mobility and web based access

paths for queries, payments, appointments, bill analysis, and more. Led Agile-Scrum based story

development of requirements for the mobility and web improvements and investigated use of

Responsive Web design tools.

PAGE TWO

Task Name

Define High-Level Scope

Define Scope

Plan Workshops

Schedule user story workshops

Conduct High-Level User Story Scoping Workshops

Responsive Development (IVR/Mobile/Web)

Develop Scope for Next Gen Web

Reporting - Develop High -Level Requirements

Milestone - User Stories and requirements complete

Complete Scope and Charter

Revise Scope & Charter

Conduct Internal Review of Gate 2 Scope & Charter

Refine Gate 2 Scope & Charter doc

Review Gate 2 Scope & Charter with PG&E Project Sponsors

Revise, Finalize and Obtain approval of Gate 2 Scope & Charter

Scope & Charter document complete

Define Release Strategy and Sequence

Develop release strategy and sequence of deployment of features/functions (e.g.

Transfer/stop in March)

Conduct Initial Review of Release Strategy with Key SMEs

Include releases/deployments in program plan and S&C document

Conduct Internal Review of Release Strategy Document

Refine Release Strategy

Review Release Strategy Document with PG&E Project Sponsors

Finalize Release Strategy

User

Order Subject Area Short Name M or W I want to… 01-13-14 Notes

Story ID

Global Customers - CCA customers - different rules for them. Need to

I w ant to… after logging in, view my bill in PDF so that… can view the, .I

1 19 PAYM ENTS m think about them - may need different stories for them. S is coming on in

d etail of the charges as needed

View Bill PDF M ay.

I w ant to…setup recurring payment with my bank account so that… can

.I

1 20 PAYM ENTS m Usability study

Setup Recurring Payment make a payment quickly every time

I w ant to…manage recurring payment with my bank account so that… can

.I

1 21 PAYM ENTS m

Modify Recurring Payment change my payment schedule

I w ant to…delete a bank account so that… can change my source of

.I

1 23 PAYM ENTS m

Modify ACH account p ayment

I want to… see the Total Balance immediately reflect the payment just made

1 35 PAYM ENTS m

so that… feel assured that my payment went thru. (shadow posting)

I

I want to… setup payment arrangement schedule… that I have the

so Three payment arrangement avenues - Based on risk Mobile users need to

1 41 PAYM ENTS m

flexibility to pay my bill in installments b e brought into parity with web and IVR.

I want to… sign up for a balance payment plan… that I don't have swings

so

1 51 PAYM ENTS m

o n my monthly bill.

•

Daniel (Dan) Ruiz

In 2013, Dan led a field operations process improvement project for the Sacramento Municipal

Utility District. This included a benchmarking effort to review the Smart Meter logistical processes

(included SAP) used by 12 leading utility companies to manage their Smart meter inventory life

cycle and their equipment storage processes. Other processes reviewed included, job redesign

for the meter services organization, work scheduling, call out management, Pole treatment,

interaction with home developers, and more. The work was to take into account how the utility

needed to further adjust its field operations in a post Smart Grid implementation environment.

• Black & Veatch (Principal Consultant – February 2011 to November 2012)

In 2011-12 served as the solution architect and change management lead for the Guam Power

Authority Smart Grid project. Company used JDE and was transitioning to Oracle. Implemented

Smart Meters-AMI (L&G), MDMS and Portal (MeterSense), Milsoft OMS, and preparation for new

CIS (CC&B) and for Substation Automation.

In the late fall of 2012, for Hydro One - Project objective was to improve the provision of Telecom

Support (merging of three telecom groups into one) services for multiple entities, looking for

commonalities (including supply chain synergies), how others provide the service, and considering

best practices. Dan leveraged his knowledge of eTOM and ITIL during engagement. He also

used a modified version of PROSCI’s ADKAR change management methodology.

Dan also served on two person teams that developed Smart Grid Strategies for the City of

Springfield, MO and Choptank Electric. Finally, he developed a presentation for an Asian Pacific

Islands utility association on Smart Grid and hosted a utility company visit on AMI from Japan on

Guam.

• Gartner Consulting (Director – January 2010 January 2011)

Conducted a competitive market analysis of Middleware solutions for Boeing Energy.

Provided consulting services to clients. Main project was to improve the emergency response

capabilities for the State of Florida; linking into utility OMS systems.

• KEMA (Director – March 2005 – October 2009)

While with KEMA, Dan served as a PM for 24 process improvement projects related to

Transmission Maintenance and inspections (field operations). Some of the related projects

included software for; capital planning, field service work planning and scheduling, field portal

development linked to Indus (now Ventyx), contract management, supply chain management, and

asset management for the Bonneville Power Administration (BPA) – Electric Transmission. Steve

Goins, BPA lead counterpart of Dan often serves as a reference for Dan.

Was on a team that developed the go-to-market “Smart gird” strategy for KEMA then led RFP

response to provide advisory support for SCE’s Smart Grid project (we won). In addition, helped

KMEA with entry into the Brazilian Smart Grid Market and presented to Spanish, German, and

Danish utility companies. Also provided advice to SCE on the supply chain portion of their Smart

Grid CPUC filing.

While with KEMA, Dan served as PM for a pilot for the use of RFID technology to improve Smart

Meter inventory management and tracking at Sempra Energy for Gas Meters.

Developed Smart Grid Strategies for Vectren and LGE. Served as QA for all of KEMA supported

AMI Stimulus filings (16 of them). In addition, Dan led the development of a stimulus application

for CAES energy storage demonstration project.

PAGE TWO

• IBM (Principal – January 2000 to March of 2005)

While at IBM, Dan conducted multiple IT engagements related to field maintenance (Maximo and

Indus – now Ventyx), customer billing, asset management, and more for multiple industries. Dan

developed business cases, conducted RFP management support, developed project plans and

often served as the PM or in an advisory role to the PM.

Was on IBM’s Emerging technology team that evolved into its Smart Grid practice. Was assigned

to analyze BroadBand over Powerline based Smart Grid communications technology.

Served on the SCE Smart Grid project pursuit team.

• KPMG (Sr. Manager September 1998 to January 2000)

Led nine person KPMG consulting team to assist Telecom Italia to better organize its acquisition

(Brazil Telecom). Focus was on new technology to be used by the modernized telecom utility for

every aspect of its business operations. Dan was the overall PM for this project included changes

that impacted people, process, and technology.

• Pacific Gas & Electric Company (Director) – March 1994 to September 1998)

Ran the PMO to ready PG&E for deregulation. This program made changes to over 60 systems,

with a budget in the hundreds of millions of dollars. At the same time, Dan’s PMO took on the

needed system changes for the Gas Accords.

Ran the IT Audit group for a few years. In this role, his audits of PG&E’s Project Management

processes brought about fundamental changes. Included was mandatory PM training through a

University of California PM Certification program for its Sr. Project Mangers.

• AT&T (Senior Manager – January 1971 to March 1994)

Dan managed IT projects at AT&T that supported field operations as well as customer market

analysis and billing. During his 23 years with AT&T, Dan gained multiple years of experience in

system development, implementation and project management.

He served on the CIO’s staff in NJ for five years where he was responsible for strategic planning

and environmental technology scanning. Dan was assigned by AT&T”s CIO to serve on the 11

person Core PMO that managed the breakup of AT&T.

Also while at AT&T, Dan was trained in the Malcom Baldridge – Demming PQMI methodology

(basis for Six Sigma).

ORGANIZATIONAL CHANGE MANAGEMENT (OCM) EXPERIENCE

Dan has a Master’s Degree in Public Administration with an HR concentration in Organizational

Development. He is also certified in the PROSCI ADKAR OCM consulting methodology. He has

used his OCM skills across multiple industries: Entertainment (Disney, Professional Baseball),

Government (City of Springfield, MO, Sacramento Municipal Utility District, the State of FL),

Daniel (Dan) Ruiz

Investment Banking, Hospital IT Systems, Manufacturing (Selectron, AT&T), Telecom Companies,

and Utility Companies. Major utility companies including Duke have used PROSCI.

PAGE TWO

EDUCATION AND ASSOCIATIONS

Bachelor of Arts (BA), San Francisco State University, June 1974

Concentration: Data Systems - Business Administration

Master’s in Public Administration (MPA), Golden Gate University, June 1991

Concentration: Organizational Change Management (OCM)

Association of Change Management Professionals

PROSCI OCM Methodology certified

Certified Information Systems Auditor (not active)

Malcom Baldridge – Demming PQMI Trained at AT&T (basis for Six Sigma), Six Sigma

Green Belt (in progress)

Deep knowledge of PMI PMBOK standards – have presented at several PMI chapter

meetings

Project Management Work Sample:

Project Execution Plan

Contact this candidate