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Manager Management

Location:
British Columbia, Canada
Posted:
May 27, 2015

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Resume:

Patrick Lujan

acpwgm@r.postjobfree.com

Willing to relocate: Anywhere

Authorized to work in the US for any employer

WORK EXPERIENCE

Boulder County - Boulder, CO - August 2014 to May 2015

IBM Content Foundation (IBM FileNet P8) 5.1 > 5.2 infrastructure upgrades (DEV, PROD)

o Content Engine, Process Engine > Content Process Engine

o Content Search Services

o Application Engine (Workplace), Workplace XT, IBM Content Navigator

o IBM Enterprise Records

• SSO Implementations

o IBM Content Navigator 2.0.3 - WebSphere, SPNEGO

o IBM Content Foundation, Content Process Engine 5.2.1 - WebSphere, Kerberos

* ASP.NET 4.5, C# code-behind, client application for Health and Human Services division, custom WSI access

to CPE via SSO over Kerberos.

• Customized "Lunch 'n Learn" curriculum - Records Management, Systems Administration, Troubleshooting

• Technical Assessment and Recommendations

o Taxonomy - object stores, document classes, entry and search templates, property templates

o Security

o Infrastructure - performance, stability, scalability

FileNet Systems/Solutions Architect

HSBC Bank North America - Chicago, IL - August 2012 to August 2014

Evergreening

o Migrate existing 4.5.1 environments from WebSphere 6.1.0.33 to 7.0.0.21 on VMware ESX.

o P8 3.5.2.x, 4.5.1.x > 5.2.x migration - Work with IBM Lab Services as for migrating existing 3.5.x, 4.5.1

environments data, applications swing to new 5.2.x infrastructure on RHEL 6, Oracle 11g, WAS 8 golden stack.

• JADs (use cases, agenda)

o Imaging and Workflow (IAW) Process Engine application migration P8 3.5.x > P8 4.5.1.x

o Image Services 4.x migration to IBM Case Foundation 5.2

o FileNet 4.5.x > 5.2.x migration, platform consolidation

• Documentation, Training and Mentoring

o P8 best practices - security, metadata design (object stores, document class definitions, foldering, property

templates), workflow design/process definition, high availability, scalability, capacity planning.

o P8 5.x installation runbooks

o Enterprise Content Management (ECM) System Monitor (FileNet System Monitor)

o IBM Content Collector (configuration, task routes)

FileNet Systems/Solutions Architect, Technical Lead

CenterPoint Energy (CPN) - Houston, TX - October 2011 to March 2013

Review enterprise taxonomy, file plan and retention scheduled received from CNP legal department. Advise

CNP IT on how best to represent the plan in FileNet P8 Records Mgr and Content Mgr (object store design,

document classes, etc.)

• Architectural strategy for migrating content off of legacy Image Services and on to FileNet P8 with

methodology including steps and considerations for performing the migration.

• Client-designated technical lead for the CNP IT FileNet Team. Mentoring, knowledge transfer, team lead for

o Server infrastructure upgrades

o Application design, development, testing and production implementation

* WorkplaceXT, AE/Workplace Java cert upgrades (1.1.3->1.4.13 XT, 4.0.2.5->4.0.2.13 AE)

* Records Manager 4.5.002 -> RM 4.5.1

* Legacy Image Services, FileNet P8 Oracle tablespace isolation for high availability

* Input Capture - FileNet Capture Professional 5.2.1, IBM Content Collector 2.2

o P8 best practices - security, metadata design (object stores, document class definitions, foldering, property

templates), workflow design/process definition.

• JAD Facilitation - agenda, user stories/use cases, time-boxing, facilitator for the CNP enterprise-wide records

management initiative.

• Application design, development, delivery:

o Treasury Records Management

o Human Resources Disability Management

o Facilities Management

o Pipeline

FileNet Systems/Solutions Architect

State of Texas Teachers Retirement System (TRS) - Austin, TX - July 2011 to April 2012

Assessment of X-base based retention schedule and vault inventory processes, key reports used, and

current implementation strategy for FileNet P8 Records Manager. Export and translation of same material to

FileNet Records Manager file plan, record categories, retention schedules, dispositions, marker box record

declarations.

• Recommendations for best practices to be used in the implementation.

• Risk mitigation of potential difficulties likely to be encountered with the implementation strategy.

• Evaluation of current P8 Records Manager configuration confirming validity of the approach and/or

recommendations for superior alternatives to X-base based reporting systems.

• Mentoring & guidance to TRS staff (MDS & IT) on best practices in implementing P8 Records Manager.

FileNet Systems Architect

State of Texas Teachers Retirement System (TRS) - St. Louis, MO - September 2011 to November

2011

FileNet P8 5.0 Content Manager (Content Engine, Process Engine, Application Engine) installation and

configuration on Red Hat Enteprise Linux 5.3, Oracle 11g R2, JBoss EAP 5.1 and Microsoft Active Directory.

FileNet Systems Architect

American Home Mortgage Services, Inc - Coppell, TX - June 2011 to September 2011

FileNet Image Services 4.0 SP5 on Windows Enterprise Server 2000 and SQL Enterprise Server 2000 to Image

Services 4.1.2.11 on Windows Server 2008 R2 Enterprise, SQL Server 2008 Enterprise on VMware ESX 4.1

• Migrate FileNet IS 4.0.5 MKF datasets (PermDB, SecDB, TransDB) to target environment using MKF tools.

• SQL Server Integration Services (SSIS) ETL package to migrate IS 4.0.5 IndexDB database contents to IS

4.1.2.x database schema.

• Runbook documentation for all tools, utilities, usage, etc. for the above processes.

• Client systems administration training, mentoring for client IT personnel.

FileNet Systems/Solutions Architect

The Church of Jesus Christ of Latter Day Saints - Salt Lake City, UT - November 2010 to August 2011

FileNet P8 4.5.1 installation on SuSE Linux Enterprise Server 10.3, Oracle 11g, WebSphere 7.0.0.11 in a

highly available, clustered environment

o Content Engine

o Process Engine

o Application Engine

o WorkplaceXT

o Records Manager

* File plan design, development and implementation

* Records Mgt Lunch 'n Learn curriculum and sessions with LDS infrastructure and Church History Records

Management teams.

o IBM Content Collector

* Reference app demonstrating file system ingestion

o IBM Classification Module

* Reference app demonstrating CM, RM integration

o IBM Content Integrator

* Reference app demonstrating Sharepoint, P8 connectors

• FileNet P8 (CM, RM) system administration, application design best practices and mentoring

• Post-production installation assessment of environment configuration for performance optimization

FileNet Systems/Solutions Architect

Travelers Insurance - Hartford, CT - December 2008 to December 2010

Systems and solutions architect for the Operations, Architecture and Infrastructure systems (OAI-sys)

Document Management Output group. DMO group is infrastructure admin and support for IBM FileNet P8

3.5.x, 4.x, 4.5.x, IS 4.x and PegaPRPC 5.4 SP2, 5.5 SP1.

o FileNet Forum (Center of Excellence) lead; orchestrate OAI-sys and Travelers Enterprise Architecture group

initiatives for developing best practices, implementing standards and governance for:

* Process Engine - process design, workflow patterns, BPM APIs (Java, .NET)

* Content Engine - object store structures, CM APIs (Java, .NET)

* Application Engine - Workplace, eForms for P8 Workplace, WorkplaceXT

* Systems Administration

• Content Engine - backup and restore, object stores, audit logging and tracing, caching

• Process Engine - queues (ISI, conductor), event logging and pruning, vwtool

• Application Engine - logs, component manager

o DMO systems architect for

* Document Management (FileNet P8, IS), Business Process Management (Pega, FileNet), Document

Composition (Skywire), Enterprise Search (Verity) reference architectures to support service designs for

enterprise implementation of Hewlett-Packard Service Manager (HPSM)

* FileNet P8 Infrastructure initiatives

• SQL 2000 -> 2005 upgrade (five environments)

• P8 4.0 -> 4.5 upgrade (five environments)

• P8 3.5 -> 4.5 application migration

• P8 domain consolidation (single, centralized infrastructure)

• WebSphere Migration (WebSphere/Windows Server 2003 -> JBOSS/Linux)

• VMWare ESX 3.5 server consolidation and virtualization of P8 environments

* High availability configuration (3DNS, BigIP) for P8 engine clustering

* Capacity Planning (SCOUT input from IS perf_mon and P8 FSM)

* Performance Monitoring and Troubleshooting (FSM)

* Configuration Management

• Draft and implement best practices procedures for Content Engine Enterprise Manager and Process Engine

Process Configuration Console export and import manifests from/to source/target object stores and isolated

regions.

• Best practices for system patching and maintenance.

o Service definitions and reference architectures defined and documents for DMO portfolio service offerings.

o Enterprise Taxonomy - Protégé ontology editor, physical implementation into CE object store folders,

document classes, custom objects

o Interview candidates for OAI-sys and line of business applications, recommending candidates for project

roles.

o Weekly Lunch 'n Learn sessions for OAI-sys personnel with custom curriculums for P8 core (CE, PE, AE),

P8 expansion products (PA, PS, BAM), advanced IS administration, Email Manager, Records Manager, IBM

Content Collector.

o Customized 5 day FileNet P8 4.5.1 ILT/ILO training class for CE, PE and WorkplaceXT.

o PegaPRPC stylesheets definition for enterprise web branding standard for Pega developed apps.

o Annual budgetary review process - project identification, prioritization, sizing, planning and estimating

FileNet Application Technical Lead

Avrio Corporation - El Segundo, CA - January 2008 to January 2009

Application Technical Lead for the ABM (end-client) Transform project. Transform integrates FileNet P8 4.0 to

JD Edwards 8.12 CRM for HR provisioning and Finance ERP.

o Document, install, configure and support FileNet P8 Content Engine 4.0.1-001, Process Engine 4.0.2,

Application Engine 4.0.1-002, eForms for P8 Workplace 4.0.1-002, Process Analyzer 4.0.0-003 and Business

Activity Monitor 3.6.0-001 on Windows Server 2003 R2, SP2, SQL Server 2005 and 2000 Enterprise and

WebSphere Application Server 6.0.2.13.

o Application support and troubleshooting for Avrio development team and offshore development partner.

o Draft System Architecture Document for P8 implementation for review and approval by ABM end-client and

IBM Global Services partner.

o Draft disaster recovery plan for system failover to secondary IBM operations center

o Requirements elicitation, specification, design, development, testing and implementation for Business

Activity Monitor.

• Document, install and configure FileNet Image Services 4.1.1, Web Services 4.0.2 and Open Client 4.0.2 w/

SQL 2005 SP2 in VMWare ESX 3.0 environment for San Bernardino County.

• Document, install and configure FileNet P8 3.5.x (CE, PE, AE, RE, PA) for MedImpact, San Diego CA.

• Document, install and configure FileNet P8 4.0.x (CE, PE, AE) for Administrative Office of the Courts (AOC),

California State Court.

o Solaris 10

o Oracle 10g

o JBoss 4.0.5

• FileNet P8 3.5.1-00x upgrades, installs for multiple Avrio clients WA, OH and CA

• Task order definition and sizing for all client upgrades and installs

FileNet Solutions Architect

HSBC Bank North America - Chicago, IL - August 2007 to December 2007

Content Management architect for the Mettawa Project. Mettawa is a new 444,000' facility for HSBC's North

American headquarters.

o Draft use cases, JAD agenda and time box for JAD session with primary business units (9/104)

representatives occupying the new headquarters for FileNet P8 4.0 Content Manager functionality.

o Facilitate JAD and document Business Requirements Document (BRD) for client approval.

o Install FileNet P8 4.0 Proof of Concept (POC) and Mettawa production environments.

o Draft detailed P8 4.0 installation instructions for P8 on Solaris 9 with WebSphere Application Server 6.1

and CE, PE databases on Oracle 10g for environment prep by HSBC Technology Services (HTS) eTech

(WebSphere), database and server support groups.

• Governance

o Draft P8 4.0 Content Manager Enterprise Reference Architecture logical reference model for approval by

HTS management for newly formed Document Management Systems (DMS) group.

o Draft P8 4.0 Content Manager governance document for approval by HTS management for DMS.

FileNet COE Lead Architect

Key Bank - Albany, NY - February 2007 to August 2007

FileNet Architect for the Key Technology Services FileNet Center of Excellence - lessons learnt and best

practices formalized and standardized into a methodology and framework.

• Governance

o Project oversight for projects' architecture, design, development and implementation.

o Issued best practices standards for content object models and Content Engine document class, folder

and custom object implementation; process design and improvement; analytics and reporting; system

administration performance monitoring and troubleshooting.

• Support

o FileNet mentoring to Document and Content Management (DCM) administrative staff.

o Support eleven in-flight FileNet application delivery teams - best practices, code troubleshooting

o Assist Key Document and Content Management (DCM) group with DR planning and testing, capacity

planning, and performance monitoring and troubleshooting.

o Project support for migration of Content Engine export manifests and Process Engine workspace data

from development environment through integration, user acceptance and performance test environments to

production.

• Designed "Quick Start" initiative for ECM storage and retrieval.

FileNet Architect

Sun Trust Bank - Atlanta, GA - March 2006 to August 2006

FileNet Architect for the Implementation Management Treasury Systems (IMTS) Refresh initiative. IMTS

replaces client/server legacy treasury system and provides a BPM solution for all SunTrust treasury personnel

utilizing FileNet P8 3.5.1.

• Developed Architectural Strategy blueprint for BPM, including workflow patterns, legacy interface and external

interface to Salesforce.com utilizing P8 Process Engine web services.

• JAD facilitator for Treasury Management Office, Customer Support Services, Treasury Implementation

Processors and Operations personnel requirements elicitation.

• Demand Management Conceptual Design for executive steering committee, including sizing efforts and

budget.

• Technical design for IMTS first release implementation on WebSphere Application Server 6.0 with FileNet

P8 - presentation, business logic and data tier patterns for FileNet best practices on J2EE.

• Agile ScrumMaster for first two Sprints of IMTS application delivery, including technical mentoring of on-shore

and IGSI (IBM Global Services India) off-shore developers.

• IMTS Project Plan WBS for 20,000 man hours effort - deliverables, milestones.

• FileNet P8 application architect on SunTrust FileNet Center of Excellence.

FileNet Architect

Hennepin County - Minneapolis, MN - October 2005 to April 2006

FileNet Architect for the Electronic Case File (ECF) initiative at Hennepin Human Services Public Health

Department. ECF provides core workflow functionality across all HSPHD service areas and a single, shared,

accessible electronic file system for all clients utilizing FileNet P8 3.5 and Business Process Framework 1.6.

• Developed Architectural Strategy blueprint for ECM/BPM Enterprise Reference Architecture.

• Centralized Imaging Unit input capture automation and expansion from 450K pp/month to 1.5M pp/month.

• Design and test-driven JSP development with Rational Application Developer 6.0 of the Contract

Management System (CMS). CMS implements P8 3.5 and BPF to automate Hennepin's procurement system

processes with external vendors.

• Drafted use cases, agenda and timebox for ECF Joint Application Design sessions.

• Document inventory and taxonomy for input capture indexing schema, retrieval and workflow routing; derive

logical reference model for incorporation into architectural strategy and as input to J2EE physical instance

framework.

• Assisted and advised Hennepin County IT staff with methodologies and tools for requirements elicitation,

requirements specification, design description, coding standards, software configuration management.

• Network diagram, project plan and initial Work Breakdown Structure (WBS) for ECF iterations (7) to project

delivery.

NET development

MCI - Denver, CO - May 2005 to August 2005

with Visual Basic .NET code-behinds of the HR Self Service image search, retrieve, view and print application.

HR Self Service securely integrates to MCI's Siteminder TeamNet site via SHA1 encryption over SSL, remitting

document query information with FileNet document class index values and web image hyperlinks on FileNet

Open Client 3.2/IDM Web Services 3.2.

• Draft and execute unit, system and integration test plans. Draft implementation plan.

FileNet Architect

New York Life Insurance - Sleepy Hollow, NY - January 2005 to April 2005

FileNet architect for the Service Center Automated Workflow (SCAWF) project at NYL. SCAWF electronically

routes service requests received in any medium to appropriate customer service analysts for processing.

• Facilitate design JADs and draft UML activity diagrams for web layer and business object layer (including

business controller and FileNet Interface) of Second-Level Indexing (SLI) release of SCAWF.

• Facilitate code walkthroughs.

• Software Design Description for FileNet Process Configuration Console (PCC) and Process Designer queue

and workflow map expansion to enable SLI and Release Batch functionality.

• CRC noun-verb vocabulary development for a FileNet P8 J2EE framework, including business delegates

and façade.

FileNet Architect

Allstate Insurance - Northbrook, IL - December 2002 to December 2004

Draft architectural strategy for Claim Technology Services (CTS) document management (DM) initiative.

Strategy provides blueprint for iterative, incremental propagation of over 600 document types to 16,000 users in

140 Allstate Market Claims Office (MCO) locations nationwide, 180M pages/year throughout Allstate Property

and Casualty Claims Organization (P-CCSO).

• Requirements elicitation for network topology requirements in a distributed imaging environment

• FileNet SCOUT modeling tool usage for IDMIS, IDMCS, cache, eProcess and Panagon web server locations

and configuration in national data centers, and centralized document capture in Allstate mailroom operations.

• Reviews of architectural strategy with Allstate Technical Architecture Group (TAG), CTS Architecture Review

Board (ARB) and Enterprise Document Management (EDM) group.

• CMM Level 2 configuration manager for Proof of Concept (POC) and second X2 iteration of DM initiative.

• Demand Management conceptual designs for POC and X2 iterations to provide implementation alternatives

for review and budgeting by Project Management Office (PMO).

• Technical design for POC Advanced Search and Query Results module, including web, emissary, executant

and data access (DAL) layers for Allstate .NET framework.

• Moderate code design reviews for other developers' modules.

• Draft smoke test plan for all POC functional testing. Execute smoke test plan test conditions and log incidents

via Mercury Interactive Test Director 6.0. Assign defects and e-mail to responsible developer via Test Director.

• Derive Claims organization document taxonomy for automated document capture, FileNet document class

AND workflow routing definition.

• Access 2002 web-enabled DB of document taxonomy for Six Sigma "what if" capabilities of document

acquisition volumetrics and sizing to Claims organization PMO.

• Cross-team collaboration with Enterprise Technology Services (ETS) Document Management Workflow

group for FileNet IM cache management projections for all Claims projects.

Transition to Allstate Protection Technology (APT) Protection Architecture group as a Claims application

architect

• Architect for Enterprise Solutions Center technical evaluation of FileNet P8 3.0 BPM, ECM and A2A enterprise

capabilities. High document volume, high workflow transaction stress testing of Image Manager and Content

Manager servers on IBM clustered P570 WebSphere Application Server 6.0 and Windows 2003 server

environment.

• Collaborate with Enterprise Technology Services (ETS) personnel on TPT (stress/load) test plan utilizing

Mercury Interactive LoadRunner for high volume test.

• Protection Architecture representative to Allstate Enterprise Reference Architecture (ERA) initiatives for ECM,

BPM and Image Processing Center consolidation work streams of enterprise document strategy initiative.

SKILLS

IBM Case Foundation, IBM Case Management, IBM Content Navigator, IBM BPM, PegaPRPC

CERTIFICATIONS

Certified Document Imaging Architect, Computer Technologies Industry Association

September 1996 to Present

FileNet Certified Professional FileNet P8 4.0 Installation

December 2007 to Present

IBM FileNet FCP Content Manager-Administrator 4.0

May 2008 to Present

IBM FileNet FCP Forms Manager-Administrator 4.0

May 2008 to Present

IBM FileNet FCP Business Process Manager-Administrator 4.0

May 2008 to Present

IBM FileNet FCP Content Manager-Product Technical Support 4.0

July 2008 to Present

FCP Business Process Manager-Product Technical Support 4.0

July 2008 to Present

IBM FileNet P8 Product Fundamentals Technical Professional v1

December 2014 to Present



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