Manager Project

STEVEN DAVID KATZ

***** ****** ****** ******

Farmington Hills, MI 48331

Cellular:248-***-****

e-mail: ********@*****.***

Knowledge

Human Capital Management (ERP) Systems

ORACLE (PeopleSoft) Certified Consultant HRMS Rel 9.2 and PeopleTool Technical Release 8.55

ORACLE (PeopleSoft Human Capital Management Rel 9.2

HRMS* Base Benefits*

Benefits Administration* Variable Compensation*

Employee Stock Purchase* Salary Planning/Total Rewards*

FSA Administration* Time and Labor

Pension Administration* Manage Labor Relations (Unions, Bargaining Units)

Position Management Payroll for North America

EPM (Workforce Analytics, Workforce Rewards, Workforce Planning, Workforce Scorecard)

Sales Incentive Management (SIM)* Enterprise Incentive Management (EIM)*

ePerformance Project

e-Apps (e-Pay, e-Benefits, e-compensation, e-Compensation Managers Desktop, e-Equity)*

Enterprise Learning Management Expenses

Projects with integration to other HCM Application

ORACLE (Taleo – Learnings Management)

SuccessFactors – Learnings and Development, Performance and Compensation

ORACLE Cloud – Global HR

PeopleTools Rel 8.56

PeopleTools PeopleCode

SQL-SQR Data Management Tools (Import Manager, Data Mover)

Business Process Design PeopleSoft Workflow (AWE)

OLAP-Cube Manager PeopleSoft Security Administration

Process Scheduler Application Engine

Integrationi Broker

Testing Tools SQA Robot, WinRunner

MS-OFFICE WinWord, EXCEL, PowerPoint, Access, Project

HP Quality Center

Project Management

Project Management Certifications

PeopleSoft Project Management Academy

Compass Methodology (PeopleSofts Project Management Methodology and PM tools)

ORACLE – AIM (Application Implementation Methodology)

EXPERIENCE

Peak Performance Technologies (3/2018 – 8/2019)

Maricopa County Community College for Upgrade PeopleSoft HCM 9.2 Stabilization Project 10/2018 – Present. Project Manager for implemenation of HCM for 10 campuses with Oracle Cloud deployments. Major emphasis on Payroll, Compensation, Benefits, Pension, Total Rewards, and integration. Lead Executive Steering Committee meetings, defined the vision for success of the project, strategic objectives, and ensure alignment with Board strategy and priorities.

Florida A&M University for Upgrade of PeopleSoft HCM from 9.1 to 9.2 - Project Manager & HCM Lead 3/2018 – 9/2018. - Project Manager. Client was hosted by Sierra-Cedar Crestone. Managed hosting/cloud services and day to day PM tasks, as well as serving as Lead for Compensation, Benefits, and Enterprise Learning.

IBM Global Consulting Services – Public Sector - Project Manager (6/2017 –2/2018)

Project Manager - State of Ohio DOT – PeopleSoft HCM implementation of new functionality eProfile, Performance Management (ePerformance), and Learning Management.

Proposals for implementations – Public Sector – PeopleSoft HCM Pension module for the MTA (Metro Transit Authority of New York

SME for University of South Carolina – Tenure, and Flexible Service (EG). Tracking Tenure and Tenure Service, Compensation, Benefits and Total Rewards.

Peak Performance Technologies - Contracting (1/2015 – 5/2017)

Client: Grant Thornton – Manufacturing –Newark, DE – Project Manager PeopleSoft HCM 9.2 Upgrade from 9.1 (11/2016 – 5/2017).

Upgrade PeopleTools version 8.51 to 8.54

HCM functional upgrade steps

Prepare Project Management Plan, Resources, Budget, and Risks,

Prepare PeopleSoft HCM 9.2 instance

Define database instance migration strategy (Development, Test, Staging, Production)

Run Database Audit (DDAUDIT…)

Prepare Project Management Tasks for functional analysis (delta’s between functionality 9.1. and 9.2)

Prepare tasks for analysis of customizations which can be removed due to new functionality

Prepare Go-Live tasks list and cutover.

Client: ORACLE Cosnulting - K-12 Public Schools in Omaha, NE– Project Manager –PeopleSoft HCM 9.2 Upgrade (2/2015 – 9/2016)

Project Management and Lead for Pension, Benefits, Absence Management, and Profile Management.

Determined resources, planned tasks, designed deliverable

Client uses PeopleSoft HCM 8.9 (HR, Payroll, Time and Labor, Commitment Accounting, Absence Management, Benefits, Pension).

Consultant analyzed current “AS-IS” state of using PeopleSoft HCM 8.9 and customization against functionality in PS HCM 9.2

Provided go-forwarded strategies (straight upgrade, upgrade plus add some new functionality, and re-engineer and re-implementation

Provide estimates with respect to each strategy

Presented to the clients executive committee and stakeholders our findings and possible strategies.

Developed demonstration of new modules and functionality the client was interested in.

Performed functional & technical upgrade from 9.1 to 9.2.

Client: Higher Education in Miami – Project Manager - Functional Lead (9/2015 – 1/2016)

Project Management – Arbitrage

Arbitrage Payroll – configuration, customizations, testing

Arbitrage Benefits/Benefits Administration

Arbitrage ACA Reporting, BN834 interface, Position Management, Profile Management issues Lead

Gathered all business requirements

Worked with client’s leadership to refine policies, procedures and process flows

Worked with technical teams to design inbound and outbound interfaces

Led all integration and system testing

Helped the client through User Acceptance testing activities.

Trained client staff on how to run the Benefits Administration platform

Worked with upstream and downstream PeopleSoft product leads to ensure the system was properly integrated

Managed Integration Testing, System, User Acceptance Testing, Stress & Volume Testing, Performance Testing.

Client: Hospital Sisters Health System of Illinois –Project Manager / Service Delivery Manager (1/2015 – 7/2015)

Development of Project Plan, Budget, Staffing

Manage Project Plan, Budget and Staffing

SME in PeopleSoft HCM configuration

SME in PeopleSoft HCM configuration Benefit Administration / Pension Administration, e-Profile, e-Profile Manager, and Payroll

CIBER – Service Delivery Manager (1/2014 -12/2014)

Service Delivery Manager.

- Ensure service delivery meets Statement of Work (SOW) and contract specifications according to scope and budget.

- Ensure the quality and consistency of team produced service related documentation including but not limited to processes, procedures and deliverables.

- Project Management including project planning, resource management and planning, and risk assessment.

- Client Development, respond to RFP’s, assist in sales

- Subject Matter Expertise in multiple PeopleSoft HCM Modules including the Pension Administration module.

- Configuration and implementation of PeopleSoft HCM rel. 9.2 (Base Benefits, Benefits Administration, Pension Administration, and Payroll)

- Sales support

- Practice Development

Peak Performance Technologies - Contracting (11/2007 – 12/2013)

Client: Duke Energy Corporation. Role: Solution/Data Architect

Dates: 12/2012 – 12/2013 HR Consolidation Project. Scope moving from PeopleSoft multiple modules to Outsourcing of Hosted PeopleSoft HR/Payroll to AON Hewitt with outsourcing of pension administration, benefit administration to AON Hewitt, time and labor to Workforce, talent management Success Factors (Performance and Compensation), Taleo and Sum Total for (learning management) with best of breed and data warehouse solutions. Developed the organizational governance model for decision making. Focus on the interrelationships between different entities (Technology Services, HR, DFM, IT, COO, and division stakeholders). Designed a risk management approach to advise senior leadership on potential project risks. Periodically assessed project risk throughout the planning, procurement, and implementation phases and make recommendations to mitigate.

Client: Ford Motor Company – Asia Pacific-China / Australia – Project Manager of Lift/Shift Conversion Project from PeopleSoft HCM 8.8/and Excel Nations to PeopleSoft 9.1

Dates: 7/2012 – 12/2012

Development of Project Plan, Budget, Staffing

Manage Project Plan, Budget and Staffing

Provide executive-level advice, support, and recommendations for the Board’s HCM migration tothe cloud. Work with the Executive Sponsor and other senior Division/Board leadership with a focus on enterprise-level concerns, challenges, and risks and a long-term view of program impacts on the organization

SME in configuration of Global implementation and standardization project for the development of Job Functions, Job Family’s, JobCodes, Salary Plans, Salary Grades and Merit/Bonus processes.

Client: John Hopkins University – Applied Physics Laboratory

Dates: 3/2012 – 6/2012

Role: Project Manager, PeopleSoft HCM 9.1 Upgrade

Project Method: Scrum

Advise PMO on PeopleSoft HCM going-forward strategies, defining future business strategies and technical support requirements.

Develop project plans, manage schedules, resources.

Develop new training requirements for users, due to navigation changes.

Develop Testing Strategy, Test Planning, Test Scripts, and Plan Integration Testing, System Testing, User Acceptance, Testing.

Client: Port Authority of Allegheny County

Dates: 6/2011 – 2/2012)

Role: Project Manager and HR, Absence Management, Compensation, Benefits, Benefits Administration, Paytoll and Pension Functional Lead HCM for 8.8 upgrade to 9.1

Develop project plans, manage schedules, resources, lead functional and business transformation opportunity sessions, with new functionality fit/gaps.

Develop new training requirements for users, due to navigation changes, and new functionality to be implemented.

Develop Testing Strategy, Test Planning, Test Scripts, and Plan Integration Testing, System Testing, User Acceptance, Testing.

Client: Department of Energy, Idaho Falls, ID

Dates: 3/2011 – 6/2011

Role: Functional Lead HCM for 8.9 upgrade to 9.1

Evaluation of customizations decomposition

Enhancement to Pension Administration

Assessment of new 9.1 features (eProfile, Base Benefit, and Time & Labor, etc.)

Configuration of Base Benefits/Benefits Administration enhancement/changes.

Provide Project Planning, Resource Management Plan, Project Budgeting

Client: ORACLE Consulting Services - City of Indianapolis (note: Peak Performance subcontracted to ORACLE)

Dates: 5/2010 – 3/2011

Role: Project Manager/ Functional Lead - PeopleSoft HCM, Payroll, Benefits Administration, and Pension Administration.

Project Manager responsible for management and lead team of 12 Technical and Functional resources

Lead Executive Steering Committee meetings, defined the vision for success of the project, strategic objectives, and ensure alignment with Board strategy and priorities.

Facilitate Client meetings to define and document business requirements.

Develop and manage Resource Plan, Develop and manage Budget, Develop and manage Risk Plan, Develop and manage Project Plan, Develop database instance strategy and manage database instances, Perform application configuration, Develop customizations, Define reports and develop reports (using SQR, Actuate, Crystal Reports, PS nVision, PS Query)

Review and advise on current resourcing and team structure. Assess recommendations and timelines for each phase of the system implementation developed by project team and other work stream consultants.

Client: Henry Ford Hospital

Dates: 8/2009 – 4/2010

Benefits Administration – Open Enrollment, and Workforce Rewards

Project Manager responsible for management and lead team of 12 Technical and Functional resources

Facilitate Client meetings to define and document business requirements.

Develop Reporting and Analytics

Develop and manage Resource Plan, Develop and manage Budget, Develop and manage Risk Plan, Develop and manage Project Plan, Develop database instance strategy and manage database instances, Perform application configuration, Develop customizations, Define reports and develop reports (using SQR, Actuate, Crystal Reports, PS nVision, PS Query)

Client IBM Global Services – Contract: Gwinnett County Public Schools K-12) (11/2007 to 7/2009)

Role: Project Manager

Implementation of PeopleSoft HCM, Payroll, Benefits Administration, Pension Administration, and Workforce Analytics.

Project Manager responsible for management and lead team of 12 Technical and Functional resources

Facilitate Client meetings to define and document business requirements.

Develop and manage Resource Plan, Develop and manage Budget, Develop and manage Risk Plan, Develop and manage Project Plan, Develop database instance strategy and manage database instances, Perform application configuration, Develop customizations, Define reports and develop reports (using SQR, Actuate, Crystal Reports, PS nVision, PS Query)

Provide monthly Executive Status Reports (project milestone statuses, financial status

Develop Testing Strategy and Execution of Testing (develop test scripts, analyze test results, and document test results), for SIT, UAT, Regression, Performance and end-to-end testing.

Create and execute deployment plans

Work with team to perform server upgrades

Manage defect resolution

Manage vendor relationship

Project Methodology: PeopleSoft COMPASS Project Methodology

IBM Global Business Service (10/2006 – 11/2007)

RFP’s for HCM – Business Transformation Outsourcing (IBM eHR, ePrism, Workscape outsourcing portals), Workforce Analytics, Workforce Planning, Workforce Total Rewards – Compensation Analytics, and Project Costing

Project Manager for Business Transformation Outsourcing at two client sites (Avon, Colgate)

Avon Products – Project Manager - Upgrade PeopleSoft 8.3 to 8.9, and SME for Variable Compensation, Employee Stock Purchase, and ePerformance

Project Management – Planning Outsourcing of PeopleSoft HCM platform for JetBlue

New Outsourcing of functionality for managing Benefits Administration, Compensation, Employee Stock Purchase, and Variable Compensation

Systems Integration

Offshoring programming for data conversion, and integration..

Provide Subject Matter Expertise on Pension, Health & Welfare benefit, and Compensation functionality, development and business processes.

Project Management QA using IBM’s Advisory Project Management QA tool.

Project Advisor on State of New Jersey Department of Benefits and Pension for selection of COTS Software solution and implemenation

State of New Jersey – PeopleSoft Project Costing- Setup of Cost Conrol Data, Project Chartfields, Activity Related Control Data, Accounting for Projects, processing transactions, staffing projects, budeting projects, and integration.

B2B Workforce (1/2006 to 9/2006)

Consulting Advisor to IBM on two large organization

City of Atlanta (Georgia) including implementation of PeopleSoft Pension Administration

BONY (Bank of New York) New PeopleSoft HCM module and functionality - Compensation, Variable Compensation, and Total Rewards)

Project Costing – General Dynamics,

- Setup of Cost Conrol Data, Project Chartfields, Activity Related Control Data, Accounting for Projects, processing transactions, staffing projects, budeting projects, and integration.

Towers Perrin (8/2004 -12/31/2005)

PeopleSoft Implementation Project Manager HCM/Compensation, Benefits, Organizational Development and Enterprise Performance Management

Manage Project for the implementation Authoria – Talent Management product (Salary Planning, Compensations)

Provide Strategic Consulting to clients on Human Capital Management including Organization Development, Perfromance Management, Compensation, Executive Compensation and Benefits.

Healthcare – Actuarial Analysis - medical claims analysis

Develop PeopleSoft HCM implementation staff, Project Methodology, and PeopleSoft Implementation tools for HR, Payroll, Benefits, Pension Administration and Compensation

Develop Strategy on e-applications and workflow implementation

Business Transformation Outsourcing Accelerate HRO Services - Benefits and Pension Outsourcing.

Health-Medical Benefit Pricing Model.

Talent Management – Success Factors

Pension

Westar Energy. Implementation of PeopleSoft Pension Administration. Four (4) Plans. Union, Non-Union, non-qualified Supplemental Executive Retirement Plan (SERP).

Lord Corporation. Plan Amendment, modification for performance problems running Periodic Processes.

BASF Corporation. DbConnect (TP own Pension Administration system).

Bell Helicopter. Implementation of PeopleSoft Pension Administration. Three (3) Plans. Union, Non-Union, and non-qualified Supplemental Executive .

Compensation / Benefits Administration

Illinois Tool Works – Compensation Planning and adding a new module – Benefits Administration.

Contract - Limited Brands, Inc ( 11/2003 to 7/2004)

PeopleSoft Implementation Project Leader HRMS

Develop HRMS specificaton, manage HRMS Functional Analyst, Assist in Project Management Planning and develop staff. Assist in all areas of Project Management including development of Project Plans, Protocols, Resource Management, plan tasks, manage budgets, and determine and manage scope.

Assist on Production issues.

Provide Strategy on e-applications and workflow.

Implementation of EPM Workforce Reporting HR Data Analytics Warehouse (Reports – Compensation, Turnover, Diversity, Hiring and Retention).

Executive Compensation analysis, planning, design, processing, and administration

SME ePerformance, Variable Compensation, and Employee Stock Purchase

PeopleSoft, Inc ( 1/99 to 10/2003)

Director of Product Strategy and Development (Modules Pension Administration, Variable Compensation, Employee Stock Purchase, Total Rewards - Analytics, Workfoce Analytics, and Flexible Spending Accounts) 1/1999 – 6/2001)

Project Manager (7/2001 – 10/2003)

Responsibility for product development for the above mentioned products, and then transferred to Consulting and Project Management and as the Product Lead for Benefits Administration, Variable Compensation, Employee Stock Purchase, and Flexible Spending Account. In product development also assisted in the Integration and design of the Data Model for the Expense modules.

Consulted to large companies on the implemenation of HR, Payroll, Benefits including benefits administration, internet and voice response open enrollment for benefits administration, HR Strategy, OD, HR Process Redesign, HR Service Delivery and operations integration.

Manage Pension and Benefit Adminstration implementation Projects for several Fortune 500 corporations

Consulting to Hospitals and Puiblic Organizations on HCM implementation including HR, Payroll, Benefits, Benefits Administration, Pension Administration, Manage Labor Relations, Position Management.

Consulting to Andersen Consulting on implementation of HR, and Pension Administration for United Parcel Services (UPS), develop Project Plan, develop project cost estimate, and plan resources.

Consult to Product Development on development of the Pension Administration, Benefits Administration and Variable Compensation Products. Current activities include providing functional and technical support to provide a Canadian version of Pension Administration.

Internal (PeopleSoft, Inc) implementation EPM / HR Data Warehouse Workforce Planning, and Workforce Rewards using Informatica

Project Manager – Implementation of EPM / HR Data Warehouse Workforce Planning, Workforce Rewards (Department Budgeting) for a University.

Project Manager – State of Texas Employee Retirement System

Sales support, closing over $25 million in Sales of software and consulting services.

General Electric – Project Manager - Implementation of PeopleSoft HRMS, also participated in GE’s PMO. Strategy, Budgeting, Staffing and management. Also SME on Pension Administration, and Employee Stock Purchcase modules

San Francisco Employee Retirement System. Project Manager – Client was already live on HRMS, this was a Pension Administration module project only.

Whirlpool Corporation – New Implementation of PeopleSoft HRMS with the Pension Administration module.

PeopleSoft Project Management Office member. Assisted in the development of the PeopleSoft Project Management methodology and Project Management tool – COMPASS.

Executive Compensation analysis, planning, design, processing, and administration

GE included all of the above mentioned HCM suite and PeopleSoft Project Costing

William M. Mercer (8/96 – 1/99)

Group Manager – Implementation of PeopleSoft HRMS

Specializing in Compensation, Pension and Benefits Administration Modules

Develop Project Scope, Project Planning and resource management, Develop Deliverables, Functional specification, Technical development (modifications of panels, menu’s, records, database tuning). Managed several Project Managers, Consultants, and Analysts.

Managed implementation project of PeopleSoft HRMS (these all included Benefit and Pension Administration).

Project Manager – New implementation PeopleSoft HRMS – Michigan Consolidated Gas

Project Manager - New Implementation PeopleSoft HRMS – Textron Automotive

Project Manager – New Implementaion PeopleSoft HRMS – Comerica Bank

Consulting to client in key service areas, including: HR Systems, HR Strategy and OD, HR Process Redesign, HR Service Delivery and Operations Integration

Healthcare – Actuarial Analysis - medical claims analysis

Business Development for PeopleSoft Benefit Administration and Pension Administration software and implementation services ($3 million in sales of products and services).

Consulting to clients on executive compensation (ISO, NQSO, Restricted Stock, Incentive Compensation)

The Hunter Group - 8/94 to 7/96 - Managing Consultant

Project Manager and Strategy for HR, Organizational, Compensation, and Benefits Administration Consulting Advisory Services,

Project Manager – PeopleSoft HRMS implementation for Sony Music Corporation (NYC). Managed 4 Technical Consultants and 6 Functional Consultants. Modules implemented HR, NA Payroll, Base Benefits, and Pension

Detailed functional assessment of clients requirements and needs, Engineered HR processes involved in implementation of PeopleSoft (Projects include CASE, and John Deere)

The Wyatt Company - Detroit, Michigan - 7/90 to 7/94 - Actuarial Associate – Principal Consultant

Business Development and responses to RFP’s.

Managed 30 Consultants and Analysts in Actuarial, Compensation & Benefit Projects.

Client consulting and relationship management for mid-marketl organizations, financial institutions and second tier automotive supplier in the automotive industry.

Valuations, Management Reports, and Projects for routine consulting on Defined Benefit Actuarial valuations, Benefits, and Compensation Consulting.

Development of custom compensation administrations systems, pension administrations systems, 401(k) recordkeeping systems, flexible benefit administration systems, and voice response system for benefit enrollment.

Managed project implementation of WYPEN, WYFLEX, WinStar, WyComp, REWARD, Workforce Analytics.

Compensation Consulting, Executive Compensation, and Organizational Development.

Benefit and Pension Administration Outsourcing, and partnering with CitiStreet (Wellsprings Outsourcing).

Development of Health/Medical pricing and data modeling, and benefit claims analysis analytics.

Consulting to clients on executive compensation (ISO, NQSO, Restricted Stock, Incentive Compensation)

Johnson & Higgins (A. Foster Higgins) - Atlanta, GA

Dates: 7/87 to 5/90

Actuarial Associate – Principal Consultant

Development of Business for actuarial, health and welfare, and compensation consulting services.

Managed 8 consultants and Analysts for Executive Compensation, Post-retirement healthcare and Pension Actuarial Projects

Major projects included due diligence of Actuarial, Compensation, Benefits, and Executive Compensation as involved in Mergers & Acquisitions.

Redesign plans for compliance under OBRA ‘87.

Prepare clients for Post-retirement Medical Liabilities under FAS 106.

Consulting on 401(k) plans, redesign of Defined Benefit, Health & Welfare, Flexible Benefit Plans and Executive Compensation plans.

Development of workfoce analytic models and analytical reports

Developed Executive Compensation administration software for single user PC.

ACTI (Actuarial Computer Technology, Inc.) - Rockville, MD

2/86 to 6/87 - Actuarial Analyst/ Programmer/Account Manager

-Develop applications for mainframe and mid-level systems for benefit administration, actuarial valuation for Defined Benefit Pension Plans, and Executive Compensation modeling. Managed Client relationships, projects, and implementations.

Actuarial & Pension Consultants, Inc. - Miami, FL

1/80 to 1/86 - Professional Associate/Actuarial Analyst

William M. Mercer, Inc. - Atlanta, GA

9/77 to 12/79 - Actuarial Assistant

Develop actuarial valuation programs and perform actuarial valuations.

Develop Mainframe applications for administrations and valuation of benefit plans and compensation programs.

-Development of software for the administrations of pension plans, benefit recordkeeping, and compensation administrations. Develop and maintain databases and statistical analysis (actuarial and claims).

EDUCATION: Oakland University - August, 1977 Rochester, Michigan

B.A. Economics and Mathematical Statistics

Course studies included Computer information Science, Accounting, Finance, Econometrics, Operations Management, Decision Theory, and Risk Analysis.

Actuarial Status: Society of Actuaries exams: 100, 110, 120, 130 135, 141 (EA-1), 160, 162, 165, EA-2.

CEBS Status: Parts 1, 2, 3, 4, and 5.

Addendum

Background

I have over 25 years of experience of Program/Project Management and Software Development, which includes such companies as PeopleSoft, Towers Perrin, Watson Wyatt (now Towers Watson), and Mercer Consulting.

My Project Management career, has included but is not limited to managing the following project:

State of New Jersey Department of Pension and Benefit Systems Implementation and Engineering Service (IBM Global Services, Provided State of New Jersey Project Implementatino Oversight)

City of Indianapolis (ORACLE Consulting Service) – Initial Implementation of PeopleSoft, and integration of pension adminstration and customer relationship management solution.

State of Texas Employee Retirement System (PeopleSoft Consulting Services)

City of Atlanta (PeopleSoft Consulting Service) – Initial PeopleSoft Consulting Service – also included Pension Administration.

Gwinnett County Public Schools (Peak Performance Technologies (formerly B2B Consulting), implementation of PeopleSoft HCM and PeopleSoft Pension Administration.

John Hopkins University – APL. PeopleSoft 8.9 – 9.1 Upgrade HCM (HR, Payroll, Base Benefits, retire eRecruit and implement Taleo).

Program Manager for General Electric (GE) PeopleSoft Consulting Service – GE has multiple business entitities which were needed to be brought together on one Enterprise System. Integration with Finance and Chartfield of Accounts. This project also included the implementation of PeopleSoft Project Costing (- Setup of Cost Conrol Data, Project Chartfields, Activity Related Control Data, Accounting for Projects, processing transactions, staffing projects, budeting projects, and integration. Modules implemented for HCM included Core HR, Payroll, Benefits, Benefits Administration, Time & Labor, Variable Compensation, Expense, Flexible Spending Accounts, Variable Compensation, Employee Stock Purchase, Total Rewards, Profile Management, Succession Planning, Manager Self-Service, and Employee Self-Service).

Program Manager for Chase Bank – Initial PeopleSoft implementation – Chase Bank acquistions during and after the implementation were implemented on Chase’s PeopleSoft Production sytem.

UPS – UPS has is an unbrella organizations of 50 different companies, some of which were acquired during the implementation.

Philips Electronics – Initial implementation (Towers Perrin)

Whirlpool Corporation (PeopleSoft Consulting Service)

Ford Motor Company Asia-Pacific Global Implementation bringing together 5 separate country instances into one global instance (Peak Performance Technologies).

Duke Energy (Solution/Data Architect) – Merger of HCM for the merger of Duke Energy and Progressive Energy including payroll, time and labor, learnings management, benefits/benefits administration, pension administration, recruiting, talent management, and including financial chartfield of accounts.

In all cases – Project Management includes:

Development of Scope

Development of implementation strategies (defining instances and database migration stratety (Upgrade Instance (typically a copy of DEMO without configuration and employee data which is the Upgrade Database Instance Upgrade Target, Development (DEV), Test (TST), Staging (STG) and cutover to Production (PRD).

Development of staffing model and planning

Development of phase strategy

Development of project plan

Development of risk management plan

Management of issues resolution

Managementof project plans/task reporting

Management of Steering Committee meetings

Management of Scope

Management of resources

Management of Project Plan

Management of Project Budget, actual vs. budgets and variances.

Development of Testing Strategy & Plan

Execution of Project Plan

Execution of Test Plan

Development of implementation plan

Execution of implementation plan

Development of support plan

Go-Live support

Project Management Methodology

-COMPASS – PeopleSoft Application Implementation Methodology

-AIM – ORACLE Appliction Implementation Method

-Waterfall

-Agile

-Scrum

Mergers and Acquistions:

-Chase Bank (Acquisition. Chase acquired multiple banks which were merged into Chase Banks HCM System).

-Duke Energy Acquired / Merged with Progressive Energy.

-Hospital Sisters Health System of

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