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Oracle CRM & MDM Functional Consultant

Sterling Heights, MI
October 30, 2018

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Oracle CRM/MDM Independent Consultant: October 2010 to Present

Customer Data Hub functional analyst and TCA subject matter expert for a provider of critical infrastructure that enables vital applications for data centers. Documented the customer and supplier models for ERP & CRM setup and conversions. Prepared to-be process flows for data governance.

Lead Functional consultant for a successful implementation on an IBM Cloud environment of the Oracle 12.1.3 Oracle Sales and Oracle Sales Offline modules for a supplier of point-of-sale systems (Toshiba). The implementation included defining requirements, redefining business processes, configuring and testing the application setup. Led the UAT, CRP, and training for a worldwide sales organization including the design of the sales organization, sales groups, customer account & opportunity management, and a revenue forecasting solution. Also provided extended support and training material for problem resolution.

Master Data Management Analyst on the Oracle TCA team for a successful upgrade from Oracle release 11.5.10 to release 12 for a medical society. Responsible for the design, solution, configuration and testing of the Oracle Customers Online and Data Librarian applications. Led the configuration, testing, UAT and CRP of both applications. Created and maintained the documentation of the BR100 setups, TE20 test scripts, and provided solutions for MD50 customizations to the Customers Online application.

Kaygen: Principal Consultant: March 2010 to October, 2010

Functional Analyst and team lead in the implementation of a customer master data cleansing project for a high technology vendor. Responsible for set up of customer data functionality enhancements in Oracle Customers Online application (release 12.1.3), Data Quality Management, analysis of duplicate customer data, and Data Governance control standards.

Oracle Corporation: Principal Consultant: February 2006 to June 2009

Functional Analyst on the Oracle MDM/TCA team for a United States federal government project. Responsible for documentation, set up & testing of Release 12 Customers Online, System Administration, CRM Foundations and Content Manager Applications. Provided a solution for requirements, wrote MD20 and MD50 functional specification documents for Customers Online extensions, and wrote TE20 unit test scripts for Customers Online. Also documented the BR100 for Customers Online. Active Top Secret-SCI clearance.

Subject Matter Expert on the Oracle Customer Data team. Responsible for assisting the implementation team in requirement gathering, map and gap analysis, design of the customer models and documenting the Oracle Trading Community Architecture customer records. Led the setup and testing of Oracle Customers Online application. Created and maintained documentation of the BR100 setup document and provided training to team members.

Team lead in an Oracle Sales & Quoting implementation for the services segment of a network and communications company. As the Oracle CRM Sales and Oracle Quoting team lead, provided a solution for requirements, wrote TE20 unit test scripts for quoting, setup and documented Sales and Quoting application.

Kronos Corporation (Southfield, MI): Application Consultant III: March 2005 to January 2006

Lead Consultant in implementing Kronos applications including Workforce Timekeeper, Workforce Accruals, Workforce Timekeeper Basic Scheduler and Workforce Attendance at various customer sites. Implementation consists of gathering customer requirements, provide solution design, build and test configuration for customers.

Oracle CRM Independent Consultant: March 2003 to March 2005

Team lead in the implementation of Oracle Telesales and Oracle Sales Online applications for a home services provider in the utilities industry. As the Sales and Telesales team lead, provided solutions for requirements, wrote TE20 unit test scripts for sales and Telesales CRP & UAT, setup Sales and Telesales applications and documented BR100 setup document.

Gathered requirements and built solutions for the appropriate business flows implemented.

Lead consultant in designing Territory Management solution for a large distributor of consumer products.

Team member and subject matter expert in an Oracle 11i Telesales solution for a distributor of consumer products.

Oracle Corporation: Principal Consultant: January 1999 to March 2003

Team lead in an Oracle 11i Telesales/Collections implementation for an independent middle market automobile finance company. As the Telesales, CRM Foundations and system administrator team lead, the implementation covered the definition, operations analysis, solution design and build phases.

Assisted and completed a successful go live of an Oracle 11i Sales Online solution for a leading independent middle market automobile finance company. Assisted the Sales Online team lead in the definition, operations analysis, solution design and build phases, and completed the go live effort for the project. Provided post-production support.

Assisted in a successful proof of concept for an Oracle 11i Sales Online solution at an adhesive and sealant company. Provided a solution for Sales Online requirements, setup application and wrote unit test scripts.

Led the implementation of an Oracle 3i Field Sales module through the definition, operations analysis, solution design and build phases for a $200 million leading provider of DSL equipment. The implementation included setup, testing, and training for a multi-territory sales organization and included the design of the sales organization, sales groups, territories, product hierarchy and a customized forecasting solution.

Team member in the implementation of the Oracle 3i TeleSales product for a product catalog business. Scope of work included the research and operational analysis phases.

Team member in the design and development of a new user interface for the Oracle 11i TeleSales product.

Assisted as a team member in the implementation of the Oracle 3i TeleSales and Oracle 3i Field Sales modules through the research, operational analysis and solution design phases of a large software company’s direct marketing division. Also led the team in the implementation and testing of all reports.

Central Data Systems (Farmington Hills, MI): Business Consultant, November 1997 to November 1998

Managed the implementation of Trend distribution software at various sites. Software applications are on a UNIX platform and included Order Entry, Inventory Control, General Ledger, Procurement & Accounts Receivable.

Wrote the functional design specifications for any customizations to basic application.

Provide formal customer classroom training for all of the financial modules of Trend.

Provide telephone software support to customers and consultants for all Trend modules.

Dimension Systems (Novi, MI): Systems Consultant May 1996 to November 1997

Implemented Dun & Bradstreet client server software at customer sites. Software applications included General Ledger, Budget, Procurement, Accounts Receivable, Fixed Assets, Human Resources and Microsoft Access.

Developed a Time Entry/Expense Report capturing system for internal billing using Microsoft Access.

New World Systems (Troy, MI): Project Manager, June 1995 to May 1996

Coordinated the implementation of software for city and county government offices.

Installed the software & hardware. Provided software and IBM AS400 training to end-users. Applications included General Ledger, Procurement, Payroll, Accounts Receivable & Receipts, Property Taxes and Voter Registration.

Provided recommendations to end-users to effectively use their new systems based on state requirements.

Performed detailed testing of software enhancements and applied updates to software releases at customer sites.

Provided phone support and wrote user guide documentation and user operational procedures.

SelectCare (Troy, MI): Accounting Analyst, June 1993 to June 1995

Provided financial support for as many as 50 cost centers and senior management.

Analyzed monthly and year-to-date actual to budget variances for revenues and expenses.

Monitored and analyzed monthly General and Administrative expenses, software licenses and hardware leases.

Supervised Accounts Payable staff regarding proper classification and payment of expenses & assets.

Performed extensive account analysis and bank account reconciliation’s.

Prepared monthly financial reports for senior management and board members.

Traveler’s Corporation (Tampa, FL): Senior Financial Analyst, July 1991 to November 1992

Created and maintained annual budget consisting of $125 million in sales and covering over 90 offices.

Analyzed actual to budget variances for each office and by product.

Allocated home office expenses to field office’s operating statements and assisted in monthly close.

Prepared monthly financial reports and financial support for senior management and field offices.

Unisys Corporation (Tampa, FL): Senior Financial Analyst, July 1986 to July 1991

Supervised a billing department of 3 clerical people.

Prepared monthly, quarterly and annual forecasts for maintenance services group.

Analyzed variances to budget by office and by product. Prepared reports for management and field offices.

Coordinated hardware & software shipments from manufacturing plants to customers.

Performed and reconciled the annual physical inventories & assisted in operational audits of local offices.

Performed detailed testing of information systems, trained system users and wrote user documentation.


Walsh College of Accountancy & Business Administration

Master’s Degree: Corporate Finance, April 1994. G.P.A. - 3.30.

Bachelor’s Degree: Accounting, April 1986. G.P.A. - 3.00.

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