Tools:

MicroStrategy MSTR v*-**.x

Pentaho

Tableau

QlikView

MySQL

Teradata

SQL Server

Oracle OBIA OBIEE

Hadoop

MongoDB

Netezza

Talend ETL

SQL Server SSIS

Informatica

DataStage

OWB

ANSI SQL

PL/SQL – Stored Proc

SQL Loader

Unix Shell

Red Hat Linux

UNIX AIX

MS Windows OS/Admin

R Analytics

SPSS

SAS

HTML

CSS

XML/XSLT

PHP

Perl

C++

MSTR Adobe Flex

Cognos 9

Business Objects 5

Crystal Reports 8

Erwin

Visio

Microsoft Project

Industry Application

Retail

Marketing Data Syndication Research

Financial Services

Health Care

Telecommunications

HR

Roles:

Development Manager

Technical Lead

System Developer & Tester

System Analyst

Database Administrator

Requirements Analyst

Security Administrator

Education

B.S. Information Systems

Minor in Economics

Summary

BI Team Manager that leads development teams which produce strategic analytical data visualizations as external customer deliverables and reporting applications. Extensive experience exhibits capability for managing both on/off-shore BI development teams and obtaining highly predictable, consistent and measureable output.

A highly motivated technology professional with 19 years of experience in every stage of a Business Intelligence project. This includes, but not limited to: Requirements Gathering, Data Profiling, ETL Systems analysis and development, Data Modeling and Reporting. Well versed in aggregating disparate data sources across an enterprise and putting the information into a consumable format.

A professional Data Warehouse Architect with a proven ability to deliver in multiple capacities across large-scale enterprise projects simultaneously with an extensive track record in successful implementation of complex data architecture and data modeling solutions. Experienced and well-rounded information systems professional with a strong background in business intelligence, data warehousing and software engineering.

Highlights:

Proven experience in team and project management of both internal and external team members and delivering the desired business functionality on time and under budget.

Departmental and organizational leadership of managing vendor and employee performance, budget and cross functional business relationships.

Excellent communication skills, analytical, problem solving, and conflict-resolution demonstrating both the ability to work as an individual as well as a dynamic team member.

Ability for establishing repeatable process oriented development best practices and implementing them throughout organizations to increase cost efficiency.

Passion for evangelizing the benefits gained from introducing Business Intelligence techniques to provide insight into enterprise data sources in a rapid development methodology.

Implemented quality assurance and training programs that ensured best practices were followed to allow for valid on time reporting delivered based on client service level agreements (SLA’s).

Career has focused on developing intuitive reports and dashboards that demonstrate meaningful insight into data that stress the following features: high performance, navigation accessibility and visually pleasing user interfaces.

Extensive experience in business systems analysis and evaluations, systems design, knowledge management, and implementations for research, marketing, financial, manufacturing, retail, and e-commerce applications.

Analyzed various source systems and captured both business and technical requirements and created ETL design mappings according to business needs.

Expertise in both logical and physical designs of multi-dimensional business intelligence architectures, and anchoring them to business drivers.

Extensive experience in researching business objectives and data requirements and delivering solutions through the implementation of OLAP reporting functionality (MicroStrategy, Cognos, Business Objects, Pentaho and Oracle Discoverer).

Strong experience in coding database management scripts in SQL, SQL*Plus and Unix shell for controlling the ETL nightly and monthly processes.

Experience with database and system administration tasks for Oracle, SQL Server, Teradata, Netezza, Tandem and MS Access on both UNIX and MS Windows environments.

Proven success in release management of Enterprise Data Warehouse solutions through the lifecycle of architecture, analysis, design, development, testing, debugging, deploying and support

Chronological Summary of Experience

DWApplications, San Francisco, California

Professional Services Director, February 2014-Present

Developed new business relationships and managed strategic partnerships with both clients and vendors

Managed client engagements and quality of deliverables to ensure account satisfaction and project success

Oversaw development efforts of off-shore team and managed the communication with the on-shore business and technical contacts

Developed business process for managing key business functions such as invoicing, time tracking and issue escalation

DWApplications Client Engagement List, February 2014-Present

Technical Advisor at Ohio WillowWood, April 2016-Present

Requirements gathering and system analysis to determine key benefits and justifications for implementing an enterprise data warehouse

Reviewing analytical requirements and guiding the selection process of technology for the future state architecture for BI/DW/ETL solution

Developing analytical roadmap assessment that provides estimation for implementation effort, cost and business related milestones

Built the initial foundation of DW and BI practice including SQL Server DB and SSIS ETL with Tableau Reporting interface

MicroStrategy Architect at Keysight, December 2015-Present

Lead onsite architecture design and implementation oversight for complete ERP analytical reporting migration from OBIEE to MicroStrategy

Installed and configured all MSTR environments including disaster recovery for a fault tolerant multi-node clustered PRD environment

Assisted in governance of development and data policies to ensure the effective use of distributed development resources

Designed comprehensive MSTR security architecture that provides both data and application security for the hierarchical organization entities

Conducted Build and Deployment release activity for all development teams working in the MicroStrategy environment

Solution Architect at TradePulase, July 2015-November 2015

Health check of the existing data warehouse and reporting application environment for performance and security optimizations

Process automation for testing and deployment for continuous integration of source code

Design of data model for the incorporation of new Pricing subject area into the existing data warehouse based on analytical requirements

Solution Architect at FIS, April 2015-October 2015

BI roadmap assessment to identify key areas of improvement for reporting and analytical landscape of technology and development practices

Translated business requirements into technical specifications used for creating analytical reporting applications

Ensured best practices were followed during the off-shore implementation of data warehousing and business intelligence development

Technical Advisor at SwipeJobs, May 2014-April 2015

Advisory of technology used for data integration, reporting and advanced predictive analytics for high volume unstructured data sources

Assessment of existing data assets and desired analytical requirements to determine the implementation and resource plan

Guidance on staffing and resource selection to build a team of developers used for both front-end and back-end development resources

Solution Architect at iQ-ity, February 2014-September 2015

Oversight of technology and systems development decisions to increase predictability and scalability of the development process

Recommendation of BI roadmap and data architecture creating a unified data model strategy by consolidating data sources

Established a data governance committee that will oversee the health and integrity of data management, data policies and business process

Advisory of BI tool selection and implementation of the blended on/off shore BI development process for report delivery

Documentation of BI reporting requirements that allow for an agile and blended development methodology to be leveraged

Implemented reporting dashboard applications leveraging predictive analytics and Hadoop data integration of web log session information

MicroStrategy, San Francisco, California

Professional Services Manager, June 2011-February 2014

Responsible for the career development, performance assessment, job satisfaction and billable utilization of direct reports

Ensured delivery excellence throughout assigned client engagements by leveraging project management and communication skills

Developed new business initiatives by leveraging solution selling methodology to resolve the customer pain and provide value

Managed expenditures, revenue, billable utilization, organizational structure for a team that delivers over 2.5 million in services annually

Used a leveraged services model that allows for the professional career growth of assigned team members and optimal value for the client

Provided project oversight, technical architectural guidance, risk escalation management and status communication for assigned projects

Principal Consultant, January 2010-May 2011

Managed multiple simultaneous high profile initiatives involving different groups of developers blended with both on/off shore resources

Mitigated risks to the project by successfully controlling the client expectations and managing the boundaries of the project scope

Assisted PSD and PSM on Business Development opportunities with various new clients

Created opportunities for services expansion by identifying gaps in client resources and engaging specialized MicroStrategy resources

Participated in the emerging leaders developmental training program on how to successfully operate a professional services organization

MicroStrategy Client Engagement List, March 2010-February 2014

mFoundry client, September 2013-February 2014

Architected the external reporting solution used to deliver key insights to customers of the mBanking data warehouse

Documented the requirements including advanced presentation, integration customizations, data model and security architecture

Oversight of project delivery and implementation including scoping, estimating and expectation management

Discovered project requirements and evaluated feasibility through a story boarding process that involved key stakeholders

ClearSaleing client, January 2013-January 2014

Assessment of existing system functionality and desired future requirements including rapid prototyping of user interfaces using MicroStrategy

Created high-level design document and technical specification including estimates and development plan for delivery

Advisory of advanced technical implementation strategies including SSO, portal integration and user interface customizations

GAP Inc. client, August 2012-February 2014

Delivered mobile implementation strategy and assisted in mobile security architecture and application design best practices

Provided advisory services for performance tuning, system monitoring and VLDB configurations that resulted in minimizing DB contention

Optimized performance of by implementing and caching and cube strategy that allows for up to tenfold performance gains

Oversaw the environment upgrade from 9.0.2 to 9.2.1m and provided best practices on planning for system upgrades

VISA client, December 2012-February 2013

Presented to executive management the outcomes of the Quality Assurance process improvement assessment

Prepared the findings of the departmental interviews in a QA Best Practices appraisal that recommends nine areas of improvement

Conducted cross functional departmental interviews to determine areas of improvement for QA (People, Process and Technology)

Quantros client, July 2012-September 2012

Architected data model and ETL including source target mapping for all data sources to EDW data model

Managed development of for implementation of custom plugins for external security module, authentication and authorization

Created ad-hoc self-service reporting solution that allows for report creation of any object that is available in the EDW

Cambia Health client, June 2012-July 2012

Resolved data modeling challenges associated with complex hierarchies and join requirements

Implemented a dynamic dashboard to meet the end user requirements collected from the business users through end user interviews

ROSS Stores client, August 2011-March 2012

Developed reports for the ROSS supply chain business unit that helped identify issues with routing and premature markdowns

Performed data modeling, data profiling and logical modeling to optimize performance and ensure integrity of report results

Streamlined the deployment of Adobe Flex customizations into the multiple MicroStrategy environments tiers

Safeway client, June 2011-January 2013

Oversaw the customization implementation and security architecture for the EAS portal integration initiative

Guided the client on environment sizing and security architecture for ground up build out of DEV, QA and PROD

Created a services resource plan to assist with the infrastructure build out and version upgrade from 8 to 9

Provided guidance on installation, implementation, deployment, administration and design best practices

Assessed end user requirements and executive success criteria to propose a BI roadmap

Assisted in the delivery of the end user adoption management plan that identified training for key areas of the business

Conducted advisory services for high availability, mobile strategy, external access, upgrade strategy, user adoption of new features

Bank of America client, April 2011-February 2013

Conducted weekly status updates and monthly executive reviews of services delivered and handled all escalation

Managed the overall project plan for the infrastructure refresh and mitigated known risks throughout the delivery

Created a comprehensive test plan to ensure that previously identified issues were tested during deployment cycle

Extended the annual services spend by identifying high value deliverables with critical timelines and a lack of resources

Established an automated testing suite leveraging Integrity Manager and integrated this into their deployment process

eBay client, March 2010-February 2014

Supervised multiple engagements to ensure delivery quality, implementation timelines and project status met or exceeded expectations

Influenced finance department on a MicroStrategy Mobile initiative that expands and renews investment in MicroStrategy technology

Oversaw MicroStrategy project architecture redesign that optimized the environment for performance and development

Provided guidance on design best practices that leveraged reusable templates and enabled rapid development of reports

Resolved the 9.0.2 to 9.2.1 upgrade compatibility issues for Flex SDK customizations

Improved performance of top ten most used reports by leveraging monitoring and performance optimization techniques

Overhauled the reporting UI to increase the intuitiveness, navigation and ease of use for the end user community

Resolved high priority implementation challenges that accelerated user adoption and increased development velocity

Managed SDK and Flex customization leveraging mixed delivery model of GDC and onshore developers

oTwo graph visualizations – ability to interact with data points on graph and what if analysis

oThree graph widgets – comments, annotations and error bars

oThree XSL styles - modify fonts, force line breaks and change spacing

Implemented SDK single sign on leveraging the MicroStrategy ESM(external security module) methodology

Installed SDK plug-ins that: modify the UI, provide write back functionality and enhance the prompt navigation

Configured event based scheduling for the Narrowcast server environment and optimized delivery interface

Explored the built-in portal integration capabilities with SharePoint and WebSphere implemented in a POC

Optimized reports for delivery to both Blackberry and iPhone email delivery

Redesign existing projects to follow best practices that improve performance and scalability by leveraging MicroStrategy version 9 features

Nielsen, San Francisco, California

Business Intelligence Practice Lead, February 2005-January 2010

Worked closely with product management to determine feasibility, resourcing, priority and estimation of new initiatives

Conducted and orchestrated performance and code reviews for all BI development resources

Constructed a blended on/off-shore development and administration model that enabled 24 hour development cycles

Delivered architectural expertise on complex initiatives: upgrades and conversions of DB and BI software and platforms

Evolved the insights of BI deliverables by implementing visualizations and high performance dynamic dashboards

Managed software and staffing vendor relationships, budget and resource allocation for all BI initiatives

Implemented automated functional, regression and load testing strategies and system monitoring techniques

Evaluated features of BI reporting applications Cognos and MicroStrategy to determine suitability for platform conversion

Created a best practices BI knowledge base and evangelized the benefits of using BI reporting platforms

Directed the efforts of SDK developers that expanded the capabilities of out-of-the-box BI software through customization

Business Intelligence Architect, February 2005-December 2005

Architected a high performance intuitive MicroStrategy reporting application used for external client delivery

Worked with cross-functional areas of the business to achieve a clear understanding of requirements

Managed the development tasks of team members ensuring the deliverables aligned with the technical specifications

Implemented a role based security architecture allowing account managers to administer application and data entitlement

Governed the multi-environment change tracking policy and best practices user forum

DWApplications, San Francisco, California

Business Intelligence Consultant – eBay Inc., September 2004-February 2005 (independent contractor)

Established and improved business practices for the implementation of reporting and information delivery

Worked with international business managers gathering new requirements to define improved information delivery

Delivered reporting functionality that extended the out-of-the-box capabilities of selected reporting tools

Automated several manually intensive data analysis tasks and presented the information in a one-click dashboard

Designed a database architecture that supported the reporting requirements and allowed for optimal query performance

Utilized existing product development life cycle standards to design, develop, test and release reporting functionality

Performed business analysis to understand shortfalls in existing business process and metrics

Implemented improvements that allow for timely decisions to be based on accurate business metrics

Investigated data quality issues and coordinated the appropriate resolution for historical data discrepancies

Technical and Business Consultant – Artist-Xchange, November 2003-January 2011 (volunteer basis)

Developed/Presented overall business plan and company strategy to both partners and investors

Implemented core technology components around web presence, data security, accounting and inventory management

Evaluated open source BI reporting tools to allow web accessible reports for artist to review current inventory status

ePredix Inc., Minneapolis, Minnesota

Data Warehouse Architect, June 2000-August 2004

Outlined the strategic road map for the enterprise data warehouse and business intelligence reporting interface

Presented project plan/budget request to senior management and worked to gain top level project approval

Administered an Oracle multi-dimensional star schema database including creation and maintenance tasks

Designed specifications for extract, transformation and load mapping between source and target tables

Collaborated with transactional system developers to ensure the data warehouse accommodates new data requirements

Evaluated ETL and OLAP tools from Oracle, MicroStrategy, SPSS, SAS, Cognos, Business Objects and Informatica

Developed the data warehouse extract, transformation and load architecture and automated exception handling

Established proactive monitoring for fatal events and data validity during the data warehouse ETL nightly process

Implemented a secure web enabled MicroStrategy front-end query interface that provided client facing ad-hoc queries

Established quality assurance procedure for the multi-tiered release process for automated unit and functional tests

Conducted usability study for current end-users to understand both knowledge and functionality gaps

Tuned performance of most frequently used queries allowing them to run efficiently on a 500+ Gigabyte Oracle database

Managed outsourced development of an automated speech recognition assessment engine

Performed system administration tasks maintaining a Windows 2000 internal network and production servers

SQL Apps, Inc., Hauppauge, New York

Business Intelligence Technical Support Analyst – Reuters, November 1998-June 2000 (independent contractor)

Designed front-end reporting solutions using the application Business Objects based on end-user specified requirements

Obtained end-user and business requirements for business intelligence reporting on Oracle Financial application

Mapped business requirements to source data and developed the ETL process for creating ad-hoc reporting environment

Implemented business critical scheduled external client facing reports with defined SLA deadlines

Supported global end-users on an ad-hoc reporting environment for Oracle Applications and Business Objects

Provided technical training and system documentation for an international user community

Compaq Computer Corporation, Columbus, Ohio

Associate Consultant – Client list available upon request, May 1997-November 1998

Developed and managed MicroStrategy production ROLAP releases and documented procedure for client transition

Installed MicroStrategy at multiple large scale client sites and trained system administrators on application maintenance

Proposed and implemented database schema modifications based on end-user reporting requirements

Obtained success criteria requirements through client interviews and determined metrics to measure task completion

Investigated and supported end-user issues concerning application functionality and data validity

Certifications and Training

MicroStrategy,

MicroStrategy 9.x Certified Project Designer (CPD)

MicroStrategy 9.x Certified Report Developer (CRD)

MicroStrategy 9.x Certified Document Developer (CDD)

MicroStrategy 9.x Certified Developer (MCD)

MicroStrategy 9.x Certified Engineer (MCE)

MicroStrategy 9.x Certified Engine Specialist (CES)

Cognos

IBM Cognos 8.3 BI Framework Manager: Designing Metadata Models

IBM Cognos 8.3 BI Report Studio: Authoring Professional Reports - Fundamentals

IBM Cognos 8.3 BI Report Studio: Authoring Professional Reports - Advanced

Pentaho training course, Operational Business Intelligence one week training course

AppDev XML/XSLT training course, Completed the one week training course

Education

Miami University, Oxford, Ohio

Bachelor of Science in Management Information Systems, May 1997

Miami University European Center, Luxembourg, Spring Semester 1996

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