-References furnished on Request –

Patrick Justen O’Connor

***** * *********** **

Oro Valley, AZ 85755

Email: acqji0@r.postjobfree.com

OBJECTIVE

Seeking executive/management opportunities with high levels of responsibility, diversity, and challenge. I offer excellent organizational and technical skills, coupled with high dependability, professionalism, flexibility, enthusiasm and integrity. CAREER SUMMARY

President/CEO 2003-Present O’Connor Consulting Services, Inc. Tucson, AZ

Independent Consultant – IT/Business Project Management consulting, Business Analyst consulting, and IT/Business Transformation consulting. Provide consulting services mainly for C-level executives as well as other various levels of management, depending on focus area of engagements.

Contracted by consulting agencies and organizations to perform IT/Business Project Management; including Initiating, Planning, Executing & Controlling, and Closing of projects (Infrastructure, Applications, Processes, People).

Contracted by consulting agencies and organizations to perform Business Analysis; including business objective identification, business process definition, interface with customer project teams, defining business solutions, design custom Applications, RFP development/response, documentation of Functional and Technical Design Specifications, and entire Application Life Cycle Project Management (requirements, design, build, test, deploy, support, continual improvement).

Contracted to conduct IT Maturity Assessments and strategic roadmap planning.

Excellent oral and written communications with the ability to present and explain technical information, business needs and project status.

Principal Consultant 2001-2003 Expanets, Tucson, AZ

Onsite project management and account management for clients.

Responsible for pre-sales support (client presentations, methodology explanation, etc.), and post-sales support (project management).

Majority of work is project management for a magnitude of customer IT projects of all sorts pertaining to Networking, Applications, and Telecommunications.

Involved in the creation and promotion of a project methodology throughout the region. Practice Director 2000-2001 eBusiness Systems Integrators, Inc., Tucson, AZ

Manage and mentor project teams and individuals (consultants and project managers).

Lead the analysis, requirements gathering, design, development, testing, and implementation of eCommerce and eBusiness solutions. Perform consistent project initiation that ensures successful follow-on project implementations.

Effectively manage eBizSI customer projects, ensuring all milestones are consistently met and all deliverables are met in a timely manner.

Oversee the development of the eBizSI eBusiness Development Methodology, processes and template development.

Assist the Sales organization in closing and winning profitable business by providing technical account support

(including RFP responses, proposal development, business requirements gathering and on-site customer presentations). Director, Siebel Systems Practice 1999–2000 Oxford Solutions, Tucson, AZ

Grew practice from ground up, first year revenue near $4 Million.

Recruiting and rapid building of a billable field organization – 25 consultants.

Close and win profitable business by providing primary technical and functional pre-sales services, including discoveries, high-level requirements gathering, product recommendations, staffing, initial schedules and proposals, and presentations of those proposals to potential clients.

Ensure the successful implementation of projects for our clients, in a billable capacity, through the development and application of effective project management, methodology, project initiation, project best practices, quality assurance and team leadership.

Patrick J. O’Connor Resume Continued

-References furnished on Request –

Director, Client Solutions 1999 Keane, Inc. (acquired TFT), Tucson, AZ

Responsible for establishing and maintaining client relationships.

Project quality assurance duties including the management of project managers, conducted project audit reviews, ongoing project analysis and input pertaining to project direction.

Project proposal generation, including sizing and estimation, resource management, and project initiation.

On-going maintenance of project tools, including methodology, templates, process definition, etc. Project Manager / Consultant 1997-1998 The Fourth Tier, Inc., Tucson, AZ

Directed the implementation of Siebel’s (formerly Scopus) client server enterprise software for clients. Lead integrated development teams throughout the entire application implementation. Including requirements gathering, Rapid Application Design methodology, and project management for the entire software development lifecycle.

Worked at client sites to analyze and solve various problems within their business application.

Developed The Fourth Tier’s (TFT) internal project management methodology and project management guidelines.

Programmed numerous complex reports for a major call center using SQR.

Provided client workflow/process identification, analysis, and implementation of refined processes/workflows. Application Systems Analyst III 1996-1997 Artisoft, Inc., Tucson, AZ

Directing the design, development and implementation of the company’s computer-based information systems, including systems design, program design and programming, plus the acquisition and implementation of any applicable software and hardware.

Technical resource within the company for client/server development, application design, software reviews and feasibility studies for potential projects.

Maintenance of Artisoft’s Data Warehouse solution: Essbase OLAP server, including multi-dimensional databases

(sales and expense tracking).

Ongoing analysis and enhancements of Expandable System’s Expandable/MRP Software (Financial, Sales, MRP and Inventory).

Ongoing analysis and enhancements of Vantive Corporation’s Vantive Enterprise system including: Quality, Support, HelpDesk and Sales.

3-time Artisoft Customer Champion Award Winner (highest distinguished company award at Artisoft). Database Analyst/Programmer II 1995-1996 Artisoft, Inc., Tucson, AZ

Team member for an enterprise 3-tier OLTP client/server platform migration project. Designed, programmed, and implemented the project. Integrated CTI (Computer Telephony Integration) features and Credit Card processing. Development included usage of Vantive Tools, SQL and Stored Procedure programming, Visual Basic, OLE, DDE, Lotus Notes, Informix, UNIX, Win95, DataFlex, and ICVerify’s Credit Card Processor. This was the first ever implementation of Vantive’s Application ported with Informix.

Responsible for database programming and systems analysis for major corporate systems and projects.

Responsible for all phases of major development projects including requirements definition, coding, testing, installation, documentation and training.

Developed and recommended strategies for optimizing the corporate databases.

Used Object Oriented analysis and design methodologies to accomplish clear and concise objectives and established guidelines for given projects.

Database Analyst 1994-1995 Artisoft, Inc., Tucson, AZ

Provided accurate project estimates and timely status information of ongoing projects.

Maintained and enhanced systems already written as well as providing user support.

Played major role in the design of the overall corporate database and in the preparation of strategic plans and goals for the Systems Development department as they related to the corporate database and systems.

Lead in incorporating outside fulfillment operations in Europe (France), including integration between systems and workflow processing among corporations.

Member of corporate acquisition transition team, including migration of financial and MRP systems. Patrick J. O’Connor Resume Continued

-References furnished on Request –

Database Programmer 1992-1994 Artisoft, Inc., Tucson, AZ

Provided substantial developmental assistance in all phases of new systems. Programming included using DataFlex and REXX for all database systems development.

Major programming modifications/maintenance to Expandable software, including modules: Sales Order Entry, Inventory Control, MRP, Product Data Control, Accounts Receivable, Accounts Payable, General Ledger, Purchasing, and Standard Cost System. Also dealt with Technical Support system and Contact Management systems. Student Information Systems Coord. 1991-1992 Pepperdine University, Malibu, CA

Coordinated and scheduled all records processing and reporting for the Registrar's Office.

Responsible for the programming, documentation, and support of the fully-automated areas within the Registrar's Office. Programmed in WYLBUR & Easytrieve. Also trained employees.

Member of the Optical Imaging task force.

EDUCATION

Bachelors of Science in Business Administration - University of Arizona, Tucson, AZ -- May 1990. Major: Management Information Systems (MIS)

Patrick J. O’Connor – Bio/CV

Pat O’Connor – Sr. IT/Business Project Manager, Business Analyst, Transformation Consultant Biographical Summary

Pat O’Connor has over 27 years of experience in the IT industry as both customer and consultant. Pat focuses on Enterprise Program and Project Management, IT Governance and Frameworks, Business Process Analysis/Improvement, Applications Development, and Business/IT Transformation. He has managed large scale CRM, ERP, MRP, FMS, HRMS/Payroll, ITSM, and numerous Infrastructure (network, telephony, enterprise management systems, etc.) implementations utilizing best practices from COBIT, ITIL, PMBOK and other frameworks. He has extensive knowledge of many industries (i.e. educational, high tech, manufacturing, healthcare, state and local governments, dotcom, public/private business, non-profit, etc.) and domains (call center, help/service desk, sales force automation, engineering/development organizations, professional services, etc.). In addition, this individual is an accomplished Instructor with strong communication and teaching skills. IT Service Management Conference presenter (topics: IT maturity, roadmap planning, and governance; cloud readiness). Professional Experience

Project Management– Core Network Refresh Project

Large Grocery Chain: Project Manager for a team of consultants and customer resources replacing Network infrastructure with a Cisco networking solution. Responsibilities included overall Project Management throughout all phases of the project including budget management, resource management, procurement management, issues/risk management, project communications, and post-implementation review. Project Management / Business Analysis – Homeless Management Information System (HMIS) Project Non-Profit Organization: Lead a full-cycle solution implementation of ClientTrack (SaaS solution). Project roles included: Business Process Analysis and documentation for related business processes; creator of a Functional Specification / Requirements document; lead in vendor selection and contract negotiations; Project Manager of implementation (team of customer and provider resources); Quality Assurance lead; Training lead. Lead organizational Change effort to move organization from a manual intake/service management process (excel-based tracking) to automated processes/system. Main areas of functionality included client intake, Program services tracking/management

(basic needs, financial assistance, and guidance for homeless children), and reporting for numerous stakeholder groups. IT Maturity/Governance Assessment Analysis

City municipality: Conducted an IT Maturity Assessment with numerous city IT professionals utilizing COBIT 4.1, ITIL, and other frameworks to determine current state and desired future state of IT maturity for focused IT processes

(e.g. Governance, Strategic Planning, Performance, Service Desk, Information Architecture, etc.). Deliverables included findings/recommendations documentation (action plans and an IT maturity roadmap) for the customer based on agreed upon importance and priority. Responsibilities included facilitation of assessment workshops, documentation, and presentation of findings/recommendations.

Project Management / Business Analysis – Professional Services Automation (PSA) Project Professional Services Organization: Lead a full-cycle solution implementation of ProjectorPSA (SaaS solution). Project roles included: Business Process Analysis and documentation for related business processes; creator of Requirements documentation; lead in vendor selection and participated in contract negotiations; Project Manager of implementation

(team of customer and provider resources); Quality Assurance lead; Training lead. Main areas of functionality included resource scheduling, time and expense entry, invoicing, and reporting. Project Management / Business Analysis – FTP to SFTP Migration Project Financial Institution: Lead the initial migration discovery and planning efforts for a secure file transfer migration initiative. Project roles included: IT/Business Process Analysis and documentation for related file transfer processes; lead in current account data cleanup effort; lead in Managed File Transfer (MFT) vendor/solution evaluation efforts and provided recommendations for ongoing phases of project. Presented findings/recommendations to top IT/Business management.

Patrick J. O’Connor – Bio/CV continued

Project Management – Core Refresh Project

Insurance Group: Project Manager for a team of consultants and customer resources replacing Network and Compute infrastructure with VMWare ESXi running Cisco Nexus and UCS equipment. Responsibilities included overall Project Management throughout all phases of the project including budget management, resource management, issues/risk management, project communications, and post-implementation review. Project Management - VDI Implementation Project

County Law Enforcement Agency: Project Manager for a team of consultants and customer resources conducting a VMware View Virtual Desktop Infrastructure (VDI) Proof of Concept and Implementation project. Responsibilities included overall Project Management throughout all phases of the project including budget management, resource management, issues/risk management, project communications, and post-implementation review. Project Management – Wireless Network Implementation Project School District: Project manager for a team of consultants, third party providers (cabling & wireless device installations), and district IT resources to deploy wireless infrastructure to several schools (Elementary, Secondary/Jr, High schools). Project entailed the analysis, design, procurement, and implementation/configuration of core network and wireless equipment to provide seamless coverage for each school campus. Responsibilities included overall Project Management of the project including budget management, resource management, issues/risk management, project communications, and post-implementation reviews.

Project Management – Storage Infrastructure Upgrade Project School District: Project Manager for a team of consultants and district IT resources conducting a storage replacement solution project. Project included implementation of storage array solutions at each school site and storage replication to district office and disaster recovery site for the purposes of providing business continuity and disaster recovery. Responsibilities included overall Project Management throughout all phases of the project including budget management, resource management, issues/risk management, documentation review/acceptance, project communications, and post- implementation review.

Analyst – VM Migration Project

Major Healthcare Network/Provider: Analyst for planning and execution a VM migration effort of approximately 900 virtual machines (VMs) amongst VMware vSphere environments. Responsibilities included analysis of collected data to determine ownership, dependencies, and action plans for seamless VM migrations. Collaborated with consultants and customer resources to determine change management processes and migration tracking/reporting tools. IT/Business Transformation Consulting (Service Level Compliance) Private Commercial Printing organization: Provided transformation consulting services to transform the business/IT to adhere to contractual obligations of customers/partners. Effort included the analysis and implementation of required business/IT processes and controls to obtain contractual compliance surrounding inventory management, order management, invoicing, Business/IT continuity, Disaster recovery, Information security, SLA/compliance reporting, and general good practices.

IT Maturity/Governance Assessment Analysis

City municipality: Conducted an IT Maturity Assessment with a cross-functional IT/Financial team utilizing COBIT 4.1, ITIL, and other frameworks to determine current state and desired future state of IT maturity for numerous IT processes. Developed a findings/recommendations document along with an IT maturity roadmap for the customer based on importance and priority.

Project Management/Business Analysis – Business transformation Project (Opportunity to Cash) Public Software Development organization: Project Manager / Business Analyst for a business process, systems, and organizational responsibility re-engineering effort. Lead a large global, cross-functional team to define the vision, current state, and future state requirements for an end-to-end, standardized, and automated Opportunity to Cash process, utilizing a best of breed solution approach. Lead team in initial phase of project solution selection for the Configure-Price-Quote

(CPG) process and provided roadmap for future project phases. Patrick J. O’Connor – Bio/CV continued

Project Management – Infrastructure assessments

State Agency, City Municipality: Project Manager for a team of consultants providing infrastructure assessments. Defined, documented, and managed logistics and project schedule. Managed and controlled execution of efforts. Documentation included project status reports, risk mitigation decisions, budget, and meeting agendas\minutes. IT Transformation Consulting - Sarbanes-Oxley Readiness Assessment Global material sciences/manufacturing company: Performed internal assessment of current IT controls and policies that existed within the organization as it relates to Section 404 of Sarbanes Oxley (SOX) compliance. Assessment was conducted to ascertain the controls and relevant processes that currently exist within IT operations. Following the assessment, client was able to understand existing gaps and risks that exist, and developed a SOX compliance roadmap/plan to evaluate, design, document and implement critical processes and controls to ensure SOX compliance. Project Management/ Business Analyst – HRIS/Payroll/Time Management Implementation Government municipality: Lead a full-cycle solution implementation of Kronos Workforce Central Suite (HR, Timekeeper, Payroll, Connect, 4500 Touch ID terminals with biometric verification) for city government. Project roles included: Business Process Analysis and documentation for related business processes; Creator of a Request for Proposal

(RFP); participant in vendor selection and negotiations; Project Manager of implementation; Quality Assurance lead; Training provider; author of documentation user guides and procedures. Lead organizational Change effort to move entire organization from a paper/pencil timekeeping process to automated timekeeping/scheduling system. Project Management – Enterprise Storage Replacement Project City Government: Project Manager for a team of consultants and city employees replacing an enterprise SAN solution. Responsibilities included overall Project Management throughout all phases of the project including budget management, issues/risk management, project communications, utilizing Microsoft Solutions Framework methodology. Project Management – Business Continuity / Disaster Recovery Assessment Project Hospital: Project Manager for a team of consultants providing BC/DR maturity assessment, Business Impact Analysis, Risk and Threat Assessment, and Recovery Strategy recommendation. Defined, documented, and managed implementation logistics and project schedule. Managed and controlled execution of project. Documentation included project status reports, risk mitigation decisions, budget, and meeting agendas/minutes. Business Analyst/Technical Writer – Custom Application Technical Documentation / Sarbanes-Oxley compliance

& Compliance management

Construction Company: Generated Technical Documentation and Application Development Standards for customer to conform to Sarbanes-Oxley requirements. Documentation outlined Software Development Lifecycle for application development vendors, Change Management policies and procedures, Database standards, GUI Standards, Security standards, Coding standards, Data Conversion standards, and Documentation standards for the custom financial application. Provided consultation for implementation of IT framework processes (Incident Management, Change Management, Configuration Management, etc.), including the implementation of an IT Service Management solution. Lead IT Governance effort including the participation of SOX compliance audits. Project Manager for data center migration project (moved data center into a co-location). Utilized best practices defined by COBIT, ITIL, TOGAF, ISO, PMI.

Business Analyst/Project Management – Active Directory, Exchange, Legacy OS Upgrade Project Multi-location Point-of-Sale software development organization: Lead the implementation/upgrade project for MS Active Directory installation, MS Exchange 2000 upgrade, and retirement of all NT servers/workstations (26 sites in 16 countries) worldwide. Project Management of customer/contractor team, of 50+ team members. Defined, documented, and managed implementation logistics and project schedule. Thoroughly documented all status meetings, decisions, risk mitigation, issue logs, etc.

Business Analyst/Documentation – Design of Gaming Application Startup Gaming Company: Lead the requirements definition process and design discovery phases of the project. Documented Detailed Functional Specifications and Detailed Design Specifications for a custom, web-based gaming application. Application would track major sporting/gaming events and results, and provide a specific user management/history of gaming/wagering activities on various events – quite complex logic and GUI design. The created Detailed Design documentation was then used for application development bids. Patrick J. O’Connor – Bio/CV continued

Business Analyst/Project Management – SDLC Financial Application Financial Institution Vendor: Lead the requirements definition process, engineered and documented business processes, lead design sessions/phases (utilizing RAD methodology) of custom Financial Application, and lead development/client project team throughout all phases of the Software Development Lifecycle. Documented Functional Specifications, Detailed Design documentation, and initial draft of User’s Guide. Application dealt with managing customer clients, multiple products, customer/client contracts, complex pricing logistics & calculations, invoice creation and management, multiple data interfaces and data exchange logistics. Participated heavily in the testing and documentation of test plans/results for the project.

Project Management - Network infrastructure and IP Telephony Multi-location Full Service Energy organization: Remotely lead a team of consultants, customer associates, and third party vendors implementing Cisco's AVVID infrastructure and IP Telephony solutions. Managed all facets of the project remotely from my home office for this three state implementation (approximately 600 users). Tasks included the facilitation of weekly status conference calls, including the creation of meeting agendas, status reports, and meeting minutes, as well as other standard project management tasks (budgets, resources, etc.) utilizing our internal system

(Siebel/Oracle) for order management, project tracking, and financial responsibilities. Project Management - Telecommunications and Computing Systems infrastructure Multi-location Healthcare Organization: Project manager for a team of consultants, customer associates, and third party vendors implementing Cisco networking gear as well a Telecommunications PBX Upgrade (Avaya products) including IP telephony for this multi-site organization. Performed management tasks including resource scheduling, project plan creation and monitoring, deliverables definition (Functional Specifications, Detailed Design documentation, Status reports, etc.), and overall project communications for all vested parties. Project Management - IP Telephone and Network Infrastructure Multi-location Building Materials supplier: Project manager for a team of consultants and employees implementing Cisco networking gear upgrades as well as an IP Telephony solution to multiple locations within the U.S. Project Management - Web Application and infrastructure Credit Card debt management organization: Project manager for a team of subcontracted web developers, internal network infrastructure team, and web hosting company. Lead team in the construction of a web site from scratch that included front end user experience as well as back end infrastructure and security. Project Management - IP Telephony and Network Infrastructure School District: Project manager for a team of analysts, engineers, School IT staff, School Administration and Educational staff. Project entailed the upgrade of the existing network infrastructure and implementation of 700 IP phones in 22 sites.

Project Management - Network & Systems Management

State of California: Project manager over team of analysts and engineers; upgraded Enterprise Network Management solution for 16,000 network devices. Provided project management and leadership for a cross-functional team of consultants and customer resources (including Network Operations Center (NOC)) to implement and determine feasibility of selling service offerings for the State of California. Solution included implementation/upgrade of HP Network Node Manager.

Project Management - Infrastructure

National Car Sales & Financing company: Project manager over three separate teams; Infrastructure, Desktop, and Enterprise Management. Project entailed a migration from Netware to a Microsoft's Windows 2000 Active Directory Architecture, Windows 2000 Desktop (using SMS for software deployment, remote control, etc.), and Enterprise Management via Network Node Manager, and VantagePoint for Windows. Client is a nationwide organization with numerous call centers, dealerships, and other functional operations spread throughout the United States. Patrick J. O’Connor – Bio/CV continued

Project Management - eBusiness / Website

Large dot com organization: Project manager for a team of analysts, developers, and quality assurance personnel. Provided analysis, requirements gathering, design, development, testing, and implementation of Vignette eCommerce and eBusiness solutions focusing on content management, personalization, relationship marketing, and syndication. Also, assisted in the effort to bring the hosted website in house, and all surrounding aspects of the paradigm shift (defining processes, procedures, logistics, etc.). This included setting up an internal test/QA department (test methodologies, test plans, testing process, etc.).

Project Management - CRM Applications

Electronic Imaging company: Project manager of a client/consultant team to migrate from a Scopus 3.6.2 implementation to a Siebel Enterprise for technical support personnel, including an international call center, field service technicians, escalation/defect tracking, engineering, and Sales Force Automation. This engagement also included leading all areas of software development, testing, Quality Assurance, training, and post-deployment support. High-Tech company: Managed integrated development teams throughout the entire application development life cycle, which utilized RAD (Rapid Application Development) methodologies. This project was a new implementation of Scopus enterprise software, migrating legacy data pertaining to products, customers, support contracts, defect tracking, etc. This was an international implementation involving 5 countries and numerous call centers. Also assisted client with business process re-engineering initiatives

Analyst / Developer

High-Tech company: Member of a team that accomplished the very first Vantive on Informix port. The project was the implementation Vantive enterprise software for a large Call Center (both customer service and technical support - Quality, Support, HelpDesk), Sales and Marketing organizations, including agreements, customer information, technical support cases, internal employee information, product lines and products, sales lead generation, RMA (Return Material Authorizations), knowledge base, on-line credit card processing, CTI (Computer Telephony Integration), fax integration, email integration, etc. Was also part of the acquisition team that provided due diligence support for companies that were acquired and conducted data conversion into the current systems. Applications Developer

High-Tech company: Provided numerous enhancements to Expandable/MRP software dealing with all areas of the organization: Sales, Manufacturing (MRP, Inventory), Finance (AP, AR, General Ledger), IT, etc. This system supported multiple companies throughout the world, dealing with foreign currencies and third party business to business transactions. Integrations to the system also included credit card processing, tax

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