Project Manager Management

Sr. Project Manager - Information Technology

PeopleSoft Implementations - Upgrades - Technical Trainer - Security -

Software Selections

David has experience managing multi-disciplined teams, most recently at a

large state government client on a PeopleSoft HCM 9.0 upgrade. He has an

outstanding record delivering on time and on budget multi-million dollar

projects.

20+ years of IT experience, 15+ Leader, Mentor, hands on Project

PeopleSoft Manger

Eight Upgrades and Implementations Full Project Life Cycle Experiences

Developed Project Methodologies PeopleSoft Application Security

Banking, Insurance, Public Sector State, Local Government experience

Technical Foundation and background Worked with Fortune 100 and 500

clients

Training Development and Delivery

Consulting Career Experiences

Commonwealth of Massachusetts January, 2009 to present

PeopleSoft 8.0 to 9.0 HCM MP7 Upgrade Project Manager

. Project Manager for HCM 8.0 to 9.0 MP7 upgrade for HR, Payroll, and

Time & Labor

. Oversaw and coordinated efforts of the technical team, testing team,

application security and upgrade teams

. Along with the HCM program manager, established the Project Management

Office

. Interviewed candidates for the technical and functional team members

position on the team

. Managed day to day activities of project team members

. Created and managed Project Charter, Project Plan, Risk log, Issues

log, Status reports, project team meetings and other project related

project office activities and strategy documents in collaboration with

the HCM Program manager

. Participated in the external IV&V activity performed on the project by

an independent third party

. Collaborated with project team members to solve business and technical

problems

. Managed and prioritized project activities with HR, Payroll, Time &

Labor leads

. Participated in Executive Committee meetings held by the HCM Program

manager

. Facilitated communications among various stakeholder and internal

client groups

. Collaborated with testing team lead in the use of Rational tool to log

and track testing defects

Small Emerging Consulting Company September, 2007 to

January, 2009

Business Development

. Developed consulting business for small consulting company

. Sourced candidates for positions with direct clients

. Managed consultants in the field

. Provided engagement manager oversight on client projects

. Developed RFP and RFQ for PeopleSoft projects and prepared bids and

pricing

. Administered contracts for clients and consultants

National Academy of Science, DC December, 2006 to

August, 2007

PeopleSoft HCM 8.9 MP1 Upgrade Project Manager

. Project Manager for HCM 8.3 to 8.9 MP1 upgrade, managing a project

team consisting of over 18 team members

. Collaborated with stakeholders and key management on project upgrade

strategy, approach, and plan

. Created and managed Project Schedule/Plan, Budget, Risk log, Issues

log, Knowledge Transfer Plan, Status reports, stakeholder meetings and

other project related project management office activities and

documents

. Designed, configured, and tested PeopleSoft HRMS 8.9 Application

Security for client. Mentored internal staff.

. Developed and presented PS 8.9 Application Security overview to

internal technical team

. Planned for and led change management, communications management,

migration, and go-live activities

. Developed and taught PS 8.9 Query class to 20 internal functional end

users

Infocrossing (A Wipro Company) November, 2005 to

December, 2006

Solution Architect, Sales Support and Delivery Management

. Support the sales staff throughout the entire sales cycle, from RFP

identification and development through the sales close for PeopleSoft

HRMS and Financial projects

. Develop Statement of Work contracts for delivery of consulting

services. Some involvement in legal contracts.

. Provide engagement management activities for consultants working on

client projects

. Develop and enhance internal company procedures and processes within

the sales and delivery organizations.

. Develop, enhance and improve the project management methodology used

by the consultants in the field

. Create and deliver presentations to clients, user groups and

conferences on products and services offered by our organization

. Delivered PeopleSoft 8.9 Application Security Overview at Oracle

OpenWorld Conference in San Francisco as well as several regional user

group (RUG) meetings.

Carlson Companies, MN March, 2005 to October,

2005

PeopleSoft HCM 8.9 MP1 Upgrade Project Manager

. Lead Project Manager for HCM 8.3 to 8.9 MP1 upgrade, managing a

project team consisting of over 30+ team members and two other project

managers

. Coordinated and led activities between Infrastructure Project Manager,

Development Project Manager, and Project Management Office, as well as

project team

. Collaborated with team on project upgrade strategy, approach, and plan

. Prepared and managed Project Plan, Budget, Risk log, Issues log,

Status reports, meetings and other project related project office

activities and documents

. Chaired the monthly key stakeholders steering committee meeting

. Planned for and provided change management, communications management,

migration, contingency plan and go-live activities

Bremer Financials, MN January, 2005 to

February, 2005

PeopleSoft HCM 8.9 MP1 Fit/Gap Project Manager

. Planned and managed Fit/Gap Analysis for PeopleSoft eApps (eProfile,

eProfile Manager, eComp, eComp Manager, and eRecruit) implementation

and planning phase. Team consisted of 3 senior consultants with

functional knowledge in PeopleSoft eApps.

. Conducted Security 8.42 and Workflow overview sessions and provided

knowledge transfer

. Collaborated on compilation of Fit/Gap summary report

. Created project schedule/plan, timeline and resource estimate for next

phase

. Developed and delivered recommendations to client

Thrivent Financials, MN October, 2004

to December, 2004

PeopleSoft 8.4 Financials Re-Platform Project Manager

. Responsible for project management for a DB2 to Oracle re-platform

project, including technical direction, project planning, resource

estimates, quality control, and project team supervision

. Provided technical oversight and direction to the internal technical

staff on the PeopleSoft upgrade process using Upgrade Assistant to

perform initial upgrade pass

. Conducted regular review meetings with key stakeholders and managers

Baker Botts LLP, TX November, 2003 to

August, 2004

PeopleSoft HRMS 8.8 SP1 Upgrade Project Manager

. Project Manager for PeopleSoft 8.0 to 8.8 SP1 upgrade at this Houston

law firm. Project team included 15+ team members.

. Performed PeopleSoft Internet Architecture (i.e. PIA) technical

assessment of client infrastructure

. Provided PeopleSoft security setup and configuration knowledge

transfer to internal resources. Designed custom security solution.

. Provided technical guidance and functional direction to internal team

members on approach to customizations and design modifications.

. Assisted technical lead in upgrade tasks including troubleshooting,

data validation, object compare analysis, SQL scripts, and testing.

Port Authority of Allegheny County, PA January, 2003 to

October, 2003

PeopleSoft HRMS 8.8 SP1 Upgrade Project Manager

. Project Manager for PeopleSoft 8.8 SP1 public sector HRMS/Time &

Labor/Payroll upgrade from 7.51 to 8.8, consisting of 25+ team members

. Managed the fixed bid budget for the project and delivered project

under the estimated cost

. Responsible for project infrastructure, including project templates,

processes, issues log, risk log and quality control

. Performed PeopleSoft Internet Architecture (i.e. PIA) technical

assessment of client infrastructure

. Designed and configured PeopleSoft 8.42 Security and mentored client

staff on configuration and setup and ongoing processes of security

administration

. Assisted other project team members helping to solve functional and

technical issues and researched solutions on software vendor's

knowledge database.

. Managed on-site client relationship which included steering committee

meetings and key stakeholder meetings.

Massachusetts Turnpike Authority, MA November, 2002 to

December, 2002

PeopleSoft 8.3 HRMS Fit/Gap Project Manager/Technical Lead

. Project Manager/Technical Lead responsible for

organization/coordination of the upgrade process. Worked with one

other Sr. Functional Consultant.

. Performed technical readiness assessment of infrastructure & technical

portion of Fit/Gap process

. Conducted PeopleSoft 8.3 security overview

. Jointly presented findings to client executive management and

employees

BJ's Wholesale, MA February 2002 - October 2002

PeopleSoft HRMS 8.0 SP1 Upgrade Project Manager/Technical Lead

. Project manager and technical lead responsible for organization,

coordination, and leadership of the upgrade process and activities for

double-upgrade from 7.0 to 7.5 to 8.0 SP1. Project team consisted of

12+ team members.

. Facilitated project strategy development with project's steering

committee

. Ensured knowledge transfer of application tools and software to client

project team

. Jointly managed project timelines and resource allocations with

internal project manager; assisted project sponsors with budget

preparation and monitoring

. Researched application patches and fixes with internal staff and

provided direction

. Modified and tested SQRs, PeopleCode, Application Engine and other

PeopleSoft objects

. Designed and configured PeopleSoft application security and mentored

internal staff on security processes

. Performed the technical upgrade using the PeopleSoft upgrade

assistant, from initial upgrade pass through final upgrade

Phillips Plastics, WI December 2001 - January 2002

PeopleSoft 8 Upgrade Assessment Project Lead

. Upgrade planning assessment showing cost, skill and training

requirements, timeline, staffing and technical configuration

requirements for PeopleSoft 8 upgrade

. Developed comprehensive project plan and requirements definition

document for upgrade from 7.51 to 8.3 application, 7.56 to 8.17

PeopleTools

Wells Fargo Bank, CA November 2001

PeopleSoft Application Security Consultant

. Assessed current PeopleSoft 7.5 security in client system and

documented current state

. Made recommendations on improvements and modifications to increase

security measures

. Developed and delivered a detailed PeopleSoft Application Security

overview to internal staff

. Mentored internal staff on features of security in new release

Anadarko Petroleum, TX October 2001

PeopleSoft HRMS 8.0 Trainer

. Developed courses and course materials for HRMS complete employee

lifecycle, including the recruiting process

. Delivered to over 25+ attendees, two separate courses, one targeting

HR managers and one targeting HR Staff

. Researched tables and changes in the Applicant Tracking and

Recruitment areas between releases 7.5 and 8.0

Seminole County Public Schools, FL September 2001

PeopleSoft 8.0 Fit and Gap Analysis Functional Lead

. Led HRMS functional staff, to determine how well PeopleSoft 8.0 fits

with client's current implementation of PeopleSoft

. Identified issues and provided solutions and workarounds to help

resolve each issue

. Documented analysis and recommendations which form the foundation for

the client's upgrade to PeopleSoft 8

Westfield Insurance Group, OH June 2000 - August 2001

PeopleSoft HRMS 7.51 Implementation Project Manager

. Project Manager responsible to lead implementation of the PeopleSoft

H/R, Benefits, Payroll, Position Management, Competency Management and

Training modules. Team consisted of 25+ members.

. Managed the fixed bid budget for the project and delivered project

under the estimated cost

. Developed and managed project plan with internal project manager and

managed client and consulting resources to accomplish project

objectives; communicated project status to project sponsors and worked

through project and resource issues

. Mentored internal resource to design, develop, and implement

PeopleSoft Security

. Developed project management, documentation, statement of work,

quality procedures, project control procedures and other processes and

procedures for project team to follow

. Instituted a PeopleSoft change control feature to log, track,

prioritize, and approve modifications to the PeopleSoft product;

assisted project team in analysis and definition of modifications and

determination of creative solutions

. Assisted project team members in knowledge transfer of PeopleSoft

concepts and techniques to the internal Westfield staff

. Coordinated, planned, and scheduled activities to accomplish

PeopleSoft Tax updates

Cleveland State University, OH March 2000 - June 2000

PeopleSoft Student Financials Production Support Senior Technical

Consultant

. Developed plan to reconcile out of balance student balances in various

general ledger accounts

. Technical resource to support student administration using the

PeopleSoft Student Financials module

. Developed support procedures for the PeopleSoft Student Financials

3M Corporation, MN

February 2000

PeopleSoft Financials - Asset Management Trainer

. Developed a PeopleSoft Financials Asset Management training class

including workbook, class exercises, and instructor notes

. Delivered Asset Management training to 3M's functional end-users.

Eight class attendees.

Pella Corporation, IA September 1998 - January 2000

PeopleSoft HR/Benefits Administration 7.5 Implementation - Project Lead

. Project Lead to advise client on how PeopleSoft can be set up to

support current business architecture; advised and assisted in-house

project manager. Co-led project.

. Technical Lead to implement PeopleSoft H/R, Benefits Administration,

Payroll, Benefits Billing, COBRA, FSA, Training, and Health & Safety

modules

. Modified SQR's, PS Query, Application Engine, PeopleCode, SQL and

other technical objects to customize package application to client

requirements.

. Setup PeopleSoft Security and provided knowledge transfer to internal

team

. Led the team in creation of project plan, testing plan, contingency

plan and go-live plan.

. Conducted prototyping sessions and design meetings, designed and wrote

numerous SQRs to customer-specific requirements, customized PeopleSoft

panels, PeopleCode and other online objects, wrote PeopleSoft

Application engine scripts

Giant Eagle Grocery, PA February 1998 - September 1998

PeopleSoft HR/Payroll 7.5 Implementation - Reporting Team Lead

. Led team to in developing custom reporting for PeopleSoft H/R,

Payroll and Benefits

. Proposed and designed common run control interfaces used with all

functional reporting areas, allowing all programming areas to use the

same template saving many man-hours of effort and creating a common

"look and feel" for end-users.

Minnesota Life Insurance Company, MN August 1996 - January 1998

PeopleSoft HR/Payroll/Benefits 7.5 Implementation, Senior Technical

Consultant

. Provided technical development and support for PeopleSoft H/R, Payroll

and Benefits Administration system; provided production support after

"go-live" for H/R, Payroll, and Benefits Administration

. Developed a customized FSA process to augment PeopleSoft FSA

. Designed and implemented customized online panels, PeopleCode, and

custom SQR reports

Career Experiences Prior to Consulting Career

Alcoa, Pittsburgh, PA

PeopleSoft Financials Senior Technical Consultant and Project Leader

. Supported, designed and developed PeopleSoft Accounts Receivable

system; participated in multiple upgrades of PeopleSoft A/R; applied

PeopleSoft A/R upgrades to online objects and SQRs

. Managed team of 3 developers for custom Fixed Asset system for Alcoa

headquarters and locations

. Supported custom General Ledger and subsidiary ledger system for Alcoa

subsidiaries

. Designed and supported Commodity Trading System used by internal

traders of Aluminum futures and options

. Wrote a credit subsystem using PeopleSoft Tools

Project Leader

. International assignment as Project Lead to develop Information

Strategy Plan for European Chemicals business unit

. Co-Led teams to define requirements, facilitate software evaluation

sessions, interact with software vendors, and prepare recommendation

for a manufacturing software package for Worldwide Closure Business

unit. Team consisted of four core members and 15 functional and

technical subject matter experts from the business unit

. Project Leader for fixed asset system; designed and implemented a

customized general ledger system

. Led development team in creating software for the future/options

commodity trading group

Mellon Bank N.A., Pittsburgh, PA.

Systems Analyst

. Supported general ledger system

. Supported demand deposits and savings application systems

Academic Background

. BS, Computer Science, Penn State University

- Electives in Financial Accounting, Cost Accounting, Economics

. PeopleSoft training: PeopleSoft 8 Certification in HRMS, PeopleSoft 8

Certification in Technical, PeopleTools I & II, PeopleCode, SQR/SQL, PS

Query

. Other technology training: Information Engineering (ADW, ISP

Methodology), Security Administration, Application Upgrade & Migration,

Project Management: Tools and Methodologies, Oracle (Oracle System

Modeling, SQL/SQL*Plus, PL/SQL), UNIX (HP-UX), JAD, HTML 4.0

Papers and Presentations

. "Analytic Hierarchy Process-Better Decision Making" Western Pennsylvania

RUG meeting

. Technical Forum Presenter - Western Pennsylvania RUG meeting, Chicago

Midwest RUG meeting

. "Person Model in 8.9" - Technical Presenter - Denver RUG meeting

. "PeopleSoft 8.9 Security" - Technical Presenter - Chicago Midwest RUG

meeting

. "PeopleSoft 8.9 Application Security Overview" - Technical Presenter -

Oracle Open World San Francisco

Skills and Knowledge Overview

Project Manager Engagement Manager N.A. Payroll

Human Resources MS Project MS Office

General Ledger Assets Management Accounts Receivable

eApplications Benefits Administration Time & Labor

MVS / UNIX PS Query Oracle DBMS

SQL Server DBMS Sybase DBMS DB2

SQR Crystal PeopleSoft 8.4x Security

SQL Plus/P/L SQL SQL Expert Choice (AHP)

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