Summary Dynamic thirteen year product planning career focusing on

the use of state-of-the-art technology for building market

presence, outperforming competition, and delivering strong

and sustainable revenue growth.

Strong experience implementing Oracle ERP, Financial & CRM

11i applications within the Automotive, Consumer Packaged

Goods, Financial Services, High Tech Manufacturing,

Technology, Manufacturing, Telecommunications, Healthcare &

Higher Education industries

In depth experience in application development, project

management and the design & implementation of software

applications

PROFESSIONAL EXPERIENCE

CRM Technical/Functional Project Lead responsible for guiding

Applications: Technical & Functional Teams in the successful installation

and configuration of Oracle ERP, Financial, CRM Foundation,

Oracle Telesales, Oracle Marketing and Oracle Discoverer

for the first phase of the implementation of Oracle's CRM

suite for a major Higher Education industry client.

Co-developed & managed detailed work plans for

implementation activities.

Created required AIM functional documentation of CRM

processes & configuration and served as a primary reviewer

for technical documentation of the CRM installation

process.

Responsible for training client's Technical & Functional

staff on the use and support of CRM Foundation, Telesales &

Marketing.

Co-authored business flows and test scripts for the

development of the client's marketing and student

recruitment processes.

Lead Workshop Presenter/Facilitator responsible for the

planning and execution of workshops demonstrating the

business benefits of implementing Oracle's Trading

Community Architecture (TCA) and Oracle's associated

applications for key clients in the High Tech Manufacturing

and Consumer Packaged Goods industries. The workshops have

served to provide a functional and technical overview of

TCA architecture and functionality for assisting in the

development of a road map for clients interested in

implementing Oracle's TCA. Standard TCA workshop content

has included the following:

A capability assessment based on each client's current

customer model & CRM initiatives

The definition of the activities and deliverables required

to successfully implement the Oracle R11i Customer Model

The analysis of each client's customer data and related CRM

systems to determine the most effective use R11i Customer

Model capabilities for meeting each client's business

objectives.

Best practice recommendations for maximizing the modeling

and use of customer data

Technical Project Lead for the design, development &

testing of application extensions and required

customizations to Oracle Sales Online 11i products for a

major healthcare provider.

Lead Technical Consultant responsible for the creation,

modification, execution and troubleshooting of dataloaders

for setup and configuration of three Oracle Marketing and

Oracle Telesales instances supporting the Call to Order

Business Flow Accelerator solution on HP & Sun platforms.

Technical Consultant responsible for the co-development and

design of a mock CIS interface to Oracle's Citizen's

Interaction Center product in preparation of sales demos of

the product to the Utilities client base.

Lead Technical/Functional Consultant for the management of

all technical & functional aspects of the development,

definition, configuration and global implementation of

Oracle's Territory Assignment Program (TAP) for a major

global computer hardware manufacturer.

Lead Oracle SME supporting a third-party integrator with

the successful implementation of Oracle's Sales, Marketing,

Service & Discoverer products utilizing processes and

functionality contained in the Opportunity to Global

Forecast, Call to Order and Call to Resolution Business

Flow Accelerators for a major international South

America-based telecommunications firm through the provision

of configuration, training and technical solutions that

assisted in guiding the project approach and delivering

rapid results during the sales automation process. Effort

also involved investigatory work in the use of Oracle

Customers Online for data cleansing and data quality

management.

Functional/Technical Consultant for the functional and

technical development of telemarketing scripts for a global

non-profit charity who was implementing functionality

outlined in the Call to Order & Call to Resolution Business

Flow Accelerators. Role included responsibility for the

collection and analysis of functional requirements through

to the design, construction and testing of the scripts

developed for the client.

Business Product life cycle expertise includes Business Process

Consulting Analysis, Requirements gathering & definition, Map & Gap

Analysis, Module Design, Development, Implementation,

Testing, Training, Post Production Support

Specialty skills include Business Process Reengineering &

Analysis, User Requirements, Integrated Testing, System

Requirements and Definition, Production Migration &

Support, User Training, Documentation

Technical Project management activities have included the

Project co-authoring and development of Oracle effort's Scope,

Management Objectives & Approach document, High-Level Business

Requirements document and AIM Estimate as well as the

development, management and monitoring of detailed

technical work plans, the tracking of all the technical

activities and tasks, including following up with

individual resources to guarantee timely completion of

deliverables, the review, revision and, in many instances,

the composition of all or portions of other functional &

technical AIM-related documentation.

Past project management activities have included the

management and supervision of a team of up to 12 functional

and technical members, with duties including Recruiting,

Coaching, Performance Evaluations, Resource Management.

Project managed an aggressive application development

effort in the Financial Services industry to design,

program and implement an automated, real time one-to-one

customer relationship management (CRM) marketing solution

that utilized transaction and custom demographic data to

generate real time sales leads via email based on

predefined customer profiles and behaviors, resulting in a

significant, measurable business advantage over

competition.

Have successfully fulfilled the role of Lead Technical

Consultant during several key Oracle projects through

management direction and guidance of technical consulting

staff in the design, development and testing of application

extensions for Oracle CRM 11i applications.

Custom Provided management direction and development guidance for

Development Oracle technical consultants in the design, development and

testing of application extensions for Oracle CRM 11I

implementations.

Supplied development expertise for an intranet reporting

website for a major player in the financial services

industry through the development and incorporation of

cutting edge information delivery strategies, enhanced

content and the redesign of the site to reflect a more

effective and user-friendly structure.

Additional responsibilities have included all phases of

design, coding, testing and training for a custom response

management application integrating third party campaign

management software with an Oracle Marketing data warehouse

in order to automate the measurement, analysis, reporting

and distribution of key metrics for all direct marketing

campaigns and programs.

Other key duties focused on the development of standard and

web-based reporting packages and strategic decision support

front-end applications for Database & Direct Marketing,

Product Management and Finance activities utilizing both

Oracle & SAS data warehouse backends in conjunction with

available OLAP and decision support tools.

Act as primary liaison between Oracle Development, project

team and end-users for Oracle Applications by providing end

user instruction and training to resolve application

problems to aid in the understanding of new and modified

applications.

Data Key technical leader in the design, development and

Warehouse implementation of a financial services marketing data

warehouse (MCIF).

Responsibilities included the implementation of strategies

for the extraction, transformation and loading of

transaction, demographic (Acxiom) and customer data from

multiple operational systems into an Oracle data warehouse,

the development of automated data acquisition processes for

the integration of Legacy system datasets and the

successful technical implementation of additional third

party software for the householding processing and campaign

management activities.

CAPABILITIES

Engagement Applications Implementation Applications Development

Expertise Business Process Engineering Project Management

Methods & Oracle Application Custom Development

Techniques Implementation Methodology Methodology

Oracle Method Fast Forward Flows

Oracle Business Models (OBM)

Applications Oracle Telesales (F/T) Oracle Collections (F)

Oracle Teleservice (F) Oracle Discoverer

Oracle Sales Online (F/T) Oracle Field Sales (F/T)

CRM Foundation (F/T) Citizen's Interaction Center

Oracle Marketing Online (F/T) (F/T)

Oracle Customer Online (F/T)

Oracle Scripting (F/T) Oracle Partners Online (F)

Oracle iSurvey (F/T) Oracle Order Management (F/T)

Oracle Incentive Comp (F)

Oracle Quoting (F/T)

Technology Software, Tools & Languages Database

Oracle software - Oracle Oracle 7.0/8.0/8i/9i

Discoverer, Oracle Order SAS

Management, Oracle Quoting,

Oracle Scripting, Oracle

iSurvey, Oracle CRM 11i

(Oracle Sales Online, Oracle

Telesales, Oracle Marketing

Online, Oracle iMarketing,

Oracle Field Sales, Oracle

CRM Foundation, Oracle

Teleservice, Oracle Field

Sales, Oracle Citizen's

Interaction Center, Oracle

Partners Online, Oracle

Customers Online), Oracle

Tutor, Oracle Reports 6i,

Oracle Workflow 2.5,

SQL*Loader, SQL*Plus

Other software - Visio, Erwin

ERD, Microsoft Office 2000

(Word, Excel, PowerPoint),

Microsoft Project, Microsoft

Access, Visio 2000, Crystal

Reports, Trillium

(Householding algorithm

software), Siebel, Valex

Campaign Management, Allink

Agent, GeoAccess, Internet

Explorer, Netscape

Tools - Dataloader v4.2

Languages - SQL, PL/SQL, SAS,

HTML, Java Server Pages;

working knowledge of Shells,

XML

Hardware & Operating Systems

Windows 2000, NT, 98 & 95,

Sun Solaris 2.5, HP Unix

Industry& Manufacturing Healthcare

Process Telecommunications Higher Education

Experience Financial Services

EDUCATION, CERTIFICATIONS & PUBLICATIONS

Training Oracle Self Study

Oracle Sales On Line (OSO)

Oracle Telesales (OTS)

Oracle Marketing Online (OMO)

Oracle Partners Online (POL)

Oracle Teleservice

Oracle Citizen's Interaction Center (CIC)

Oracle Scripting

Oracle Survey

Oracle Collections

Oracle Tutor

Oracle Business Flow Accelerators (BFA)

Plan to Campaign

Campaign to Results

Call to Order

Call to Resolution

Click to Order

Click to Resolution

Configure Quote to Order

Incentive to Payment

Opportunity to Global Forecast

Order to Cash

Oracle Instructor Led Training

Oracle Workflow

Education MBA coursework, Marketing concentration, University of

Chicago, 1994

Bachelor of Arts with High Distinction, University of

Illinois at Urbana/Champaign, 1989

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