Julian N. Payne

Business Consultant Economics, Technology, Strategy and Operations

**** *** ***** ****., *** B1., Los Angeles, CA 90027

www.linkedin.com/in/juliannpayne

https://public.tableau.com/profile/julian.payne

ac0yx7@r.postjobfree.com 414-***-****

Senior Business Management Consultant, Business Intelligence Solution Architect, and IT Infrastructure Manager who consistently delivers high value IT solutions and business assets by leveraging strategic leadership and management skills, industry best practices knowledge, enthusiastic engagement, relevant industry experience, and technical expertise. A highly effective team member and leader who motivates and engages members of the organization at all levels in order to drive results and produce alignment with critical strategic initiatives.

Education

B.A. Economics, Minor in Communication (2003 – 2007) Lewis & Clark College Portland, OR

Functional Skills, Knowledge, and Capabilities

Agile Project Delivery Financial Modeling SSAS Tabular and Power BI

Business Analysis IT Infrastructure Solution Architecture (BI)

Business Consulting Management Spanish (Fluent)

Business Development Microsoft BI Stack SQL Development

CSM Cert. / Scrum Master Process Architecture Tableau Development and Admin.

Data Modeling Project Management Vendor Management

Economic Analysis Product Manager White Papers

Accomplishments

IT Infrastructure Manager: Lead offshore server admin team, vendor relationship, internal engagement, environment migration, project management: planning, coordination, communication, and delivery

Business Consulting: Facilitated vision, gap analysis, requirements gathering, and planning sessions for BI projects. Presented Business Intelligence education and marketing to live audiences throughout Portland at public events for sales, marketing, and educational purposes

Business Intelligence Solution Architecture: Lead three major Business Intelligence implementation, transformation, and modernization projects throughout 2015 and 2016. Defining, designing, developing, deploying, and transitioning the new systems to their enterprise level clients and stakeholders

Business Intelligence Development: Developed over 50 reports and 20 Dashboards for enterprise clients in my time as an IT Consultant, and well over 100+ reports in my career as a BI professional

Project Management and CSM: Provided Project Management and Scrum Master skills on BI consulting and implementation projects throughout this time period using modern collaborative tools

Collaboration and Agility: Collaborated with Clients, Service Providers, Vendors, and Employers to deliver industry leading solutions across many different industry sectors and verticals to organizations of varying size and sophistication

Work Experience

IT Infrastructure Manager – Tableau (April 2017 – Present) NBC – Universal Studios Los Angeles, CA

External On-Site Client for Talent and Acquisition:

In my role as the IT Infrastructure Manager at NBCU, I serve as the overall manager of the Tableau product and platform providing functional operations management, engagement management, project management, development environment architecture, and solution architecture.

Functional Operations Manager: Tableau Product: Server and Platform

1.Manage daily server and environment operations, optimization, offshore team, vendor relationship and service

2.Fire drill resolution as lead point of contact for the business

3.Coordinate operational activity and manage both offshore team and vendor relationship management

4.Final accountability for Tableau product, stability, growth, and performance within NBCU

Engagement Manager: Center of Excellence (CoE) and Customer Engagement

1.Lead development of internal Tableau CoE for customer engagement, empowerment, enablement, "getting started", training, Tableau User Group

2.Point person for best practices, community engagement, critical information, and overall empowerment for any of our internal customer

3.Set vision, strategy and goals for community engagement a user adoption

Project Manager:

1.Deliver the Tableau Server Environment Migration to new hardware

2.Point person for: scope, schedule, plan, customer communication, SOP, status reporting, risks/issues, and all other project details.

3.Drive the migration project and coordinating the activity around delivery.

Tableau Server Architect:

1.Engineer, design, install, configure, and test Tableau Server on new hardware and VMs

2.Working in conjunction with other server architects and admins to recommend licensing approach, cluster size and capacity, and Tableau Server services distribution over nodes in the cluster.

3.Ownership of Overall Tableau Server environment development and deployment

BI Solution Architect and Consultant to the internal business:

1.Architect and deploy new BI solutions with the internal business units, providing data modeling and architectural support, Tableau SME and workbook development expertise

2.Overall BI liaison and consultant to the business for new and on-going projections and solution architecting

Front-end Tableau Report Development

1.Create operational dashboard for performance monitoring of Tableau Server performance and Tableau Server Admin Team performance

BI Solution Architect and Product Owner (Jan 2017 – April 2017) Cisco San Jose, California

External Remote Client for Resolvit:

Business Intelligence Solution Architect, Product Owner, Technical Lead, Tableau Developer, and Manager

Business Intelligence Solution Architect

1.Managed (re)development of enterprise BI solution, coordinating both front-end and back-end work for a major data migration from Oracle platform to Teradata, utilizing Tableau Desktop for development and Tableau Server for collaboration

2.Led solution architecture design, development, and deployment management on a team of about eight people; including providing expertise on best practices and proper data management theory and implementation

3.Provided theory, best practices, and technical implementation of new dimensional data model

4.Developed project plan and communication, including creating visual diagrams and plans for architectural concepts to enhance team comprehension and buy-in

Product Owner

1.Articulated product vision, requirements, current state and gap analysis

2.Defined work to be done, developed acceptance criteria, determined scope, determined priority, assisted with sprint planning, sprint review, sprint retro, backlog grooming, daily stand ups

3.Provided high level team coordination, communication and collaboration management

4.Managed team backlog, Kanban, roadmaps, epics, features, stories and tasks as and when needed

5.Lead Agile and Scrum rituals including: Sprint planning and commitment, Daily Scrums, Sprint Reviews, Sprint Retrospectives, and Product Demos

6.Provided executive level communication on status, progress, and risks and issues

Technical Lead

1.Led team meetings to define product vision, plan for design and development

2.Researched new product solutions and features

3.Facilitated and lead cross functional meetings with Mangers, SMEs, leads, and developers from teams across the organization to coordinate and consolidate efforts, leverage existing solutions, and define new plans and sprint cycles

4.Helped to define best practices for development, and helped to coordinate development, validation, testing, and deployment

Tableau Developer

1.Troubleshot Report and Dashboard issues

2.Created custom calculations, measures, and columns

3.Architected new dimensional data model

4.Introduced row level security using AD joined tables and account users

5.Managed new user additions to Tableau server – collaborated to integrate new entitlements management system

6.Wrote custom SQL Queries to manage data model and data sources

Functional Manager (unofficial, but practical/de-facto)

1.Managed one other team member during the development process: provided visions, goals, tasks, direction, help and oversight

2.Coordinated their work effort to align with overall team goal, provided domain expertise to solve their problems and keep them productive throughout the day, provided feedback and support to help them learn and grow

Business Intelligence Solution Architect and Scrum Master (2016 – 2017) Daimler Portland, OR

External On-Site Client for Xtreme Consulting:

Business Intelligence Solution Principal, Solution Architect, Project Manager, and Developer

3.Worked in Agile framework to stand up IT Project Management Office (PMO)

4.Scrummed and Sprinted to develop Agile BI Technology Solutions

5.Architected Business Intelligence platform and solutions to support the PMO

6.Served as BI Solution Architect, PM, BA, and Developer on most aspects of PMO projects

7.Worked internationally (Mexico, fluent/conversational Spanish), designing business processes, systems, and data architectures to deliver modern BI: data management, reporting, and analytics capability

8.Developed SSAS Tabular data model / semantic layer to support data management and reporting: developing and trouble-shooting data queries and connections, defining relationships, creating custom code for new measures and dimensions, developing custom visualization and reporting, managing integration between data sources, model, reports, and consumption layer

9.Conducted Agile style development, with a focus on "quick time to value", iterative and flexible solutions

10.Created dashboards and reports for managers using Tableau and Power BI

11.Led stakeholder meetings to gather requirements, perform gap analysis, define project objectives, set stakeholder expectations, and drive development of new reporting capability

12.Provided thought leadership in the area of Tabular data modeling, cloud integration and modern analytics paradigms and platforms

13.Integrated data sources from Project Management, HR, Operational, Geo-Spatial, Financial, and other systems into a modern, tabular, in-memory, data modeling solution

14.Researched, developed, defined, and governed new data sources - helping to define purpose, process, structure, format, access, integration of new data sources. Defining KPIs for PMO

15.Developed reporting documentation, metadata, system architecture, security model, and user guide artifacts to support the overall technology system solution

16.Leaded educational seminars as needed to train team members as needed on new self-service BI tools – presenting to large groups on SSAS Tabular BI technology solutions

17.Managed fire drills and high-risk, high-visibility critical client projects and communication

18.Worked as a Project Coordinator and BSA to support IT projects for MDF cutovers: coordinating meetings and resources, creating cut over plans, gathering requirements, attending Product Design Review Meetings (PDRMs)

Business and IT Consultant (2015 – 2016) Slalom Portland, OR

External On-Site Client for Slalom: Knowledge Universe Portland, OR

Business Intelligence Assessment, Data Infrastructure Enhancement, and Executive Dashboard

1.Facilitated “current-state to future-state”, “project feasibility”, “planning and road map”, “requirements gathering”, and “solution presentation” meetings with BI, IT, and Executive teams

2.Conducted “transition to the cloud” strategy sessions jointly with a team for senior executives

3.Helped design data system architecture specifications and diagrams for approved technology solution covering physical and logical layers of the system, provisioning, and security models

4.Configured and troubleshot BI development environment to enable the new reporting platform, assisting in VM and server sizing and scoping

5.Elicited technical requirements for reporting and programmed executive dashboards using MSFT BI tools including SSRS and Power BI

6.Ran Agile project management process with iterative development sprints, daily scrums, and backlog management leveraging cloud platforms; assisted client with adoption of Agile

7.Delivered successful POC that transitioned into a larger follow-up project to scale the POC up to the enterprise level and harden workflows

External On-Site Client for Slalom: The Standard Insurance Company Portland, OR

Business Intelligence Platform Modernization and Performance Guarantee Data Model and Dashboard

1.Defined, Designed, Developed, Deployed, and Transitioned an End-to-End BI Platform Upgrade for The Standard’s Employee Benefit group

2.Conducted end-user and stakeholder interviews to capture requirements for the new reporting solution and to understand the current and future systems, data, processes, and people.

3.Helped architect a new data structure and data model for a tabular database reporting solution serving as the client’s new self-service BI reporting platform using MSFT SSAS and Power BI

4.Developed and programmed reporting solution including custom DAX (calculated measures and metrics), custom queries, and custom visualizations:

1.Worked with client and internal project team to overcome complex Business Intelligence development challenges such as: designing data model architecture, determining table relationship cardinality and filtering capability, and enabling model processing and tracing capability; creating data connections utilizing custom query design where necessary; establishing correct data structures, hierarchies, granularities, and controlling conformity and normalization issues; and clarifying business logic for model calculations

5.Authored source to target ETL system mapping for Data Warehouse redesign

6.Revamped Performance Guarantees addressing capture method, availability, reconciliation and calculation

7.Coordinated and ran stakeholder update meetings and daily stand-up calls to communicate status, progress, current tasks, roadblocks, strategies, and timelines

8.Presented results and educated clients as to the value, capability, maintenance, and future state opportunities and risks

Internal Project for Slalom:

Client Account Strategy Workshop and Executive Strategy Dashboard

1.Partnered with senior management to facilitate a workshop and develop technological solution to synthesize information on client business needs and develop annual account strategy

2.Created tabular database, data structure and data model to enable reporting solution

3.Developed data visualizations and programmed report functionality to stakeholder specifications

4.Presented results to leadership and communicated capability of self-service tools to users

5.Published results to the cloud and configured user access, data refresh, and mobile functionality

Business Intelligence Solution Principal (2014 – 2015) Marquam Group Portland, OR

External On-Site Clients for Marquam Group: M Financial Portland, OR

Created executive level reports and dashboards by providing data acquisition, analysis, and visualization services utilizing Excel 2013, Power BI, Power Query, Power Pivot Data Models and DAX formulas for custom measures, Power View, SQL, and SSRS to deliver custom reporting solutions

Developed use cases, gathered requirements, designed process flows, reviewed economic models and assumptions, and co-wrote requirements and project management document on enterprise level technology transformation and implementation project

Provided business development for a member firm language services vendor selection platform – researched, interviewed, assessed, ranked, and selected vendors; wrote a white paper to describe the business segment; designed vendor matrix tool for the M International team to facilitate vendor selection

Partnered with M Financial member firm principals to collect intelligence on the use and maturity of developing international service delivery capability, platforms, products, and ongoing initiatives

External On-Site Clients for Marquam Group: NEEA Portland, OR

Lead on-site training for Business Intelligence team for Excel 2013 and Microsoft BI tools

Developed reporting dashboard for Business Intelligence team to integrate fragmented reporting structure, integrating multiple data sources and reports for display in a single reporting dashboard on SharePoint; provided on-going support for strategic and technical questions regarding BI development

Internal Projects for Marquam Group:

Developed contract management dashboard integrating historical actuals, targets, and forecasts for tracking revenue capture and delivery resource utilization rates on client contracts and projects; integrated tool with SharePoint Online

Designed and presented Business Intelligence sales and marketing presentations for use at marketing events and for “hot lead” prospective clients

Wrote statement of work (SOW) and developed Key Performance Indicator (KPI) framework and metrics tool for KPI consulting workshop

Created business process management evaluation tool and wrote corresponding white paper

Produced Power Point training decks for: Microsoft Power BI suite (Query, Pivot, View, Map, SharePoint sites), SharePoint, and Introduction to OLTP, OLAP, and Data warehousing

Wrote test cases for application testing on Software Development Life Cycle (SDLC) project

Managed content for company SharePoint and Yammer sites related to Business Intelligence

Operational and Strategic Analyst (2011 – 2014) IBM Portland, OR

Developed reports and dashboards providing analysis of operational activity and production performance to executive level managers.

1.Utilized SQL and Excel in order to help the organization achieve monthly credit performance goals and financial targets

2.Created over 30 reports and accompanying dashboards during my tenure at IBM

Coordinated and managed projects related to business process improvement, management information systems, and technology solutions implementation, in order to improve operational efficiency and overall portfolio performance.

1.Activities include: soliciting requirements, researching and documenting processes, collaborating with stakeholders, designing solutions, mapping workflows, determining business logic, presenting recommended improvements to stakeholders, interfacing with developers and stakeholders, monitoring testing, and assisting with solution implementation.

2.Collaborated with stakeholders including executive management, project managers, business analysts, subject matter experts, developers, and end users on 3 major projects in 2013. Including a critical enterprise technology platform transformation project

Created and maintained operational models used for forecasting business performance to provide management with accurate estimates of future portfolio performance and recommendations on strategic business model enhancements

1.Set targets on portfolios that achieved their credit performance goals in 2013 and contributed to approximately $10 million in incentive revenue for IBM

Partnered with stakeholders in positions across the organization to coordinate and successfully execute credit performance improvement programs in order to meet client goals for credit performance

1.Collaborated on Home Affordable Refinance Program that contributed to over $10 million dollars of incentive revenue in 2012 for IBM

2.Collaborated on Borrower Response Package project contributing approximately $8 million dollars of compliance incentive revenue to IBM in 2013

Defined Contribution Analyst (2010 – 2011) StanCorp Financial Services Portland, OR

Administered all basic activities for a case load of 50 defined contribution retirement plans including non-discrimination and compliance testing, census activities, quarterly fees, required government filings, and daily financial transactions

1.Managed plan administrative issues including plan document review and day-to-day questions from clients, partners, and both third party and government auditors to satisfy customer needs and government regulation

2.Performed financial research, reconciliation, calculations, and reporting for internal and external clients

3.Reviewed and provided feedback on work completed by team members to ensure accuracy and quality control

4.Completed special projects as needed to improve departmental efficiency and support other teams

Participant Service Representative (2008 – 2010) StanCorp Financial Services Portland, OR

Provided personalized customer service to Defined Contribution Retirement Plan participants by assisting them with account information and acting as a liaison between them and the organization

1.Used multiple databases, work flow tools, communication systems, and proprietary software to access and update client records, while communicating with participants in real-time over the telephone to answer their questions

2.Communicated retirement plan provisions and account activity to participants and assisted them with account access

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