Tony DaGiau

Denver, Colorado 303-***-**** abppry@r.postjobfree.com

Oracle CRM functional consultant with seven years of successful implementation experience and

Profile

eight years industry experience. Seeking projects in Central and Western U.S. on a contract basis.

Oracle Applications Expertise (R12, 11i)

Marketing Quoting Learning Management

Leads Management Proposals Customers Online, Data Librarian

Field Sales Territory Manager Trading Community Architecture

Sales for Handhelds Content Manager Daily Business Intelligence

TeleSales One-to-One Fulfillment Discoverer

Functional Skills

CRM Strategy & Planning Requirements Definition User Documentation & Training

Business Process Improvement Use Case Development Data Conversion

Project Management Solution Design Oracle AIM

Other Software & Tools

Microsoft Project User Productivity Kit SQL Developer

Microsoft Visio HTML/CSS DataLoad

Experience INDEPENDENT CONSULTANT, DAGIAU CONSULTING JUN 02 PRESENT

Project: R12 E-Business Suite Implementation Mar 08 Apr 09

Client: Software company Pasadena, CA Role: Functional Lead, Project Co-manager

Phased project delivered campaign-to-cash process automation for global business operations.

Phase 1: Implemented R12 Field Sales, Territory Manager, Sales DBI, TCA, and CRM

foundation for sales force. The implementation was completed and rolled-out globally in four

months on time and 10% under budget.

Phase 2 CRM: Implemented Marketing, Lead Management, and Marketing DBI.

Phase 2 ERP: Project manager for Quote-to-Ship process. Managed implementation team, project

schedule, client approvals, prioritization of issues and project activities.

Built Discoverer 10g business areas and workbooks utilizing custom and complex folders, item

hierarchies, and workbooks with drill-outs to the records within EBS application.

Marketing highlights included configuring custom suppression lists and parameterized queries for

lead generation that utilized 10g regular expressions for fuzzy matching on job title classes.

Provided post-production support and delivered enhancements for Quoting, Approvals Manager,

Customer Data Librarian, and Discoverer. Configured Proposals and Sales for Handhelds for

future phase evaluation.

Project: CRM and Event Management Implementation Jun 07 Mar 08

Client: Management consulting firm Omaha, NE Role: Functional Lead

Project upgraded existing Financials and Projects Applications to 11.5.10 and implemented

support for Sales, Marketing, Events, and corporate reporting functions. System was successfully

deployed worldwide and completed on budget.

Implemented Oracle 11.5.10 Learning Management, Order Management, Inventory, and

Receivables auto-invoicing to greatly streamline event management processes.

Implemented Oracle Marketing, Lead Management, Content Manager, One-to-One Fulfillment,

and foundation modules to support CRM processes.

Performed business process current state analysis and future-state design and process

improvement. Created functional designs for interfaces, data conversion, and OAF UI extensions.

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Tony DaGiau

Project: Production Enhancements part-time, Aug 07 Mar 08

Client: Printing press manufacturer Chicago, IL Role: Functional Lead

Identified and resolved issues with previous CRM implementation. Implemented DBI. Resolved

two-month old territory issue within first day on project.

Project: Events Management Planning and CRM Discovery May 07 Jul 07

Client: Testing and training services company Iowa City, IA Role: Functional Lead

Performed requirements mapping and fit analysis of Oracle Marketing and Oracle Learning

Management to support the event management process. Developed high-level designs for

solution and business process. Created implementation plan and resource estimates.

Configured Oracle 11.5.10 Marketing, Lead Management, Sales, and TeleSales for executive

demonstration and proof-of-concepts.

Project: Marketing, Lead Management, and Partners Implementation Feb 06 Jan 07

Client: Global manufacturer of computer printers Chicago, IL Role: Functional Lead

Project automated campaign-to-sale business flow for direct and indirect sales channels. DBI and

Discoverer provided management with new visibility into channel partner lead disposition and

campaign effectiveness. The system was successfully rolled-out to business units and channel

partners throughout the Americas.

Implemented Oracle 11.5.10 Leads Management, Marketing DBI, Territory Management, and

common applications. Integrated with Partner Management, Marketing, Sales, and collateral

fulfillment modules to deliver complete solution.

Designed and configured over 1,000 lead engine and territory rules to support business

requirements for automated lead qualification, rating, and assignment.

Designed and configured numerous forms personalizations to integrate application flows and

improve usability. Personalizations included: call to ASN Sales Coach and Partner Assignment

pages from TeleSales eBusiness Center, generation of personalized Outlook emails to sales team

and customers, and screen pops when leads imported against existing TCA parties.

Developed Excel workbook with VBA automation to streamline trade show lead import process.

Functional lead on conversion of legacy customer and lead data. Mapped attributes into EBS

schema and defined transformations. Conversion required highly-tuned DQM match logic to

ensure customers were matched correctly to existing records in TCA registry.

Conversion approach allowed seamless reporting across converted legacy and native Oracle data

from standard Sales and Marketing DBI dashboards.

Wrote administrator s guide and trained IT team for production support and global deployments.

Project: 11i Upgrade Assessment part-time, Apr 06 Jan 07

Client: Software company Champaign, IL Role: Project Lead

Conducted upgrade assessment to identify specific business benefits that client could expect by

upgrading from 11.0.3 to 11.5.10.

Configured Marketing, Quoting, TeleSales, Sales, Data Librarian (TCA) modules to provide

proof of concept on upgrade benefits.

Project: Global Sales Implementation Feb 05 Mar 06

Client: Global manufacturer of computer printers Chicago, IL Role: Functional Lead

Project consolidated separate sales databases onto Oracle EBS. In addition to providing a single

customer master for sales and support, the project automated the corporate forecasting process

and provided different product divisions the ability to collaborate and cross-sell on opportunities.

The system was successfully rolled-out to 300 sales users worldwide.

Implemented Oracle 11.5.10 Sales (ASN), TeleSales, Sales DBI, and CRM foundation.

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Tony DaGiau

Performed comparative analysis and demonstrations of TeleSales, Oracle Sales Online, and

Oracle Sales to enable client to select best module to support business requirements.

Configured and demonstrated Marketing cross-sell campaigns, Quoting, and Proposals

functionality to determine fit for business requirements.

Designed and configured OAF personalizations in Sales (ASN) to improve usability and bridge

functionality gaps. Personalizations included: links to Customers Online (OCO) pages to provide

users with additional TCA data and customer bookmarking, access to Discoverer within Sales

Dashboard, flexfield enhancements, and a streamlined user interface.

Provided training and support to project team on implementing Advanced Product Catalog, OAF

personalizations, Resource Manager, TCA modeling, and foundation modules.

Project: CRM Implementation Jun 04 Jan 05

Client: Professional certification organization Chicago, IL Role: Functional Lead

Implemented Oracle 11.5.9 Marketing Online, TeleSales, TeleService, CRM Foundation, and

shared applications as a fresh install.

As sole functional consultant on project, performed all tasks for throughout project except for

database administration. Tasks included requirements, configuration, testing, deployment, user

training, and documentation..

Developed proof-of-concept solution to support event registration and newsletter subscriptions

using standard functionality in Marketing, Service Contracts, and TeleSales.

Developed customer model for TCA to support complex relationships of member organizations,

customers, advisors, and board member parties. Converted legacy customers.

Developed detailed requirements and high-level design for an online application system running

on Oracle Application Server 10g and interfacing to 11i and legacy systems.

Project: Strategic Marketing part-time, Jul 03 Jul 04

Client: UML software company Boulder, CO Role: Consultant

Created marketing initiatives and core product strategy to increase revenues. Work included:

upgrade campaign, print advertising, search engine marketing, and competitive analysis.

Project: CRM Project Definition and Vendor Evaluation part-time, Jun 03 Nov 03

Client: Technology industry association Denver, CO Role: Project Lead

Developed detailed requirements for web-based CRM system with internal and customer-facing

components. Conducted vendor evaluations and made final recommendations to client s board.

Project: Application Design and Product Strategy Jul 02 Oct 02

Client: e-Recruiting startup Boulder, CO Role: Consultant

Developed product requirements, user interface designs, and use cases for a recruiting application

to be deployed via Web. Also provided market analysis and strategy support.

Project: Strategic Marketing part-time, Jun 02 Apr 03

Client: Groupware startup Fort Collins, CO Role: Consultant

Guided effort to identify market opportunities and competitive advantage for a new project and

task management application.

SENIOR CONSULTANT, HENCIE DALLAS, TX FEB 01 MAY 02

Project: Pricing Contract and Marketing Program Management System Feb 01 Apr 02

Client: Healthcare supply chain company Dallas, TX Role: Functional Lead, Project Mgr

Project automated a labor-intensive process of entering and maintaining pricing contracts

between vendors and buying groups. The system, with significant extensions to standard EBS

functionality, was deployed successfully and yielded a 125% increase in process efficiency.

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Tony DaGiau

Active in all functional aspects of full project lifecycle requirements, solution design, process

redesign, configuration, testing, user adoption and training, deployment, and production support.

Assumed project manager role in addition to functional lead role for second half of project.

Implemented Oracle 11.5.4 Advanced Pricing, Contracts, TCA and CRM foundation

applications. Developed custom module for marketing programs and EDI.

Functional lead on data conversion and parallel interfaces between two legacy systems and

Oracle EBS.

SALES & MARKETING, WOLFRAM RESEARCH MAR 97 FEB 01

CHAMPAIGN, IL

Project: CRM Implementation and Enhancement Apr 99 Feb 01

Worked with consultants to implement Oracle Sales 11.0.3 application including quote-to-order

ERP integration which, at the time, was one of the first successful implementations of this

functionality.

After successful domestic deployment, led rollout for European business unit.

Implemented campaign management and collateral fulfillment components and designed custom

reports to track campaign-to-order effectiveness which was not standard functionality at the time.

Enhanced standard quote template to support table-structured product lines and a professional

layout through VBA scripts.

CRM technology and process improvement efforts resulted in annual sales increase of 20%.

Position: Sales and Marketing Process Manager Nov 98 Feb 01

Promoted to management team to revitalize domestic sales. Restructured territories around

market segments, enhanced incentive program, launched product training program, and

implemented Solution Selling methodology.

Created CRM program to integrate sales and marketing activities, provide better customer and

market information, and improve operational effectiveness. Managed team of seven.

Position: Marketing Manager Nov 97 Oct 98

Managed team of five in development of marketing materials and campaigns. Worked across

departments to plan and coordinate major campaigns and product releases.

Significantly expanded email marketing program. Made improvements to delivery and response

system, list segmentation, and targeting that led to response rates exceeding 20%.

Position: Marketing Coordinator Mar 97 Oct 97

Planned and executed marketing campaigns. Developed database to track marketing projects.

Speaking & CRM in an Indirect World presented at SCOAUG, Dallas, September 2006

Publications The New Oracle Sales presented at NCOAUG, Chicago, November 2005

Software Marketing Bulletin, Volumes 1 4, 2003

Software Startups After the Bubble Burst, Front Range Techbiz, July 29, 2002

Education Miami University 1988 1992

Bachelor of Science in Business Administration with a minor in Computer Information Systems.

Client names and references available upon request.

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