Supply Chain It Business

MICHAEL A. LANTERI

860-***-**** ********@***.***

linkedin.com/in/michael-lanteri-b712933

SUMMARY

•Senior IT Business Consultant with 30 years of experience leading and delivering successful implementations of firm-wide Enterprise Resource Planning (ERP) systems, supporting Financials (FIN), Supply Chain Management (SCM), and Human Capital Management (HCM) integrated solutions for multi-national Banking, Insurance, Municipal, and Healthcare clients, providing functional lead, project management, and subject matter expertise. Specializing in Procure-to-Pay/Order-to-Cash Solutions.

•Experienced in both Workday and PeopleSoft full-project lifecycle implementations, including planning, requirements gathering and analysis, system design, build and configuration, system testing, operator security, end-user training and post-implementation support.

Project experience encompasses new implementations, as well as upgrade and maintenance projects. This involves applying software fixes and maintenance packs for critical issues, as well as conducting scheduled updates to add new features.

•Overall product/process experience includes:

oFIN/SCM – Procurement, Expenses, Projects, Grants Management, Business Assets, Customer Accounts (A/R), Supplier Accounts (A/P), Cash Management, Financial Accounting (G/L) and Foundational Data Model.

oHCM – Recruiting, Talent Management, Absence Management, Time Tracking, Benefits and Payroll.

•Trained in Six Sigma Process Improvement – Green Belt.

•Industry and client experiences include:

oGovernment – State of CT Department of Information Technology; City of Calgary, Canada.

oManufacturing – United Technologies Corporation, Carrier, Otis Elevator, Pratt & Whitney.

oBanking – Credit Suisse First Boston Bank, Union Planters Bank, Fleet Bank.

oInsurance – The Hartford Insurance Company, The Guardian Life Insurance Company, XL Capital Global Insurance, CIGNA Retirement and Investment Services.

oHealthcare – Community Health Center, St Francis Hospital and Medical Center, Bristol Hospital, Scott & White Hospital.

oRetail – Three D Bed and Bath.

•Former auditor of Fortune 100 company financial statements for insurance, manufacturing, and retail clients, including physical inventory control and observations, field office compliance audits, variable annuity investment portfolios, employee benefit plans, cash management and treasury functions, as well as field office operations.

EXPERIENCE

Emerging Technologies, Rocky Hill, CT - May 2006 - Present

Independent Consultant

IT Business Consultant offering a wide range of consulting services including Project Management, Subject

Matter Expertise, Functional Lead and Business Analysis to support client implementations of Workday and

PeopleSoft Enterprise Resource Planning (ERP) systems in support of Financials, Human Resources, and

Supply Chain functions. Client and industry project experiences include:

•Community Health Center - Middletown, CT – Workday Senior Project Manager

Led client resources thru 23-month Workday Implementation project from pre-implementation planning to post implementation support on Workday Release 33 for the following modules: (FIN) – Budgets, Expenses, Projects, Grants, Business Assets, Customer Accounts, Cash Management, Financial Accounting and Foundational Data Model; (HCM) – Recruiting, Talent Management, Absence Management, Time Tracking, Benefits and Payroll; (SCM) - Supplier Accounts, Procurement. Managed internal client project resources to support Workday Implementation by providing the following services:

oMonitor project timeline, budget, resources, deliverables, and milestones.

oSuccessfully managed through all Phases of Workday Deployment Model: Planning, Architect, Configure and Prototype Build, Testing, and Final Deployment.

oWorked directly with internal and external client counterparts, other project leads, and ongoing operations to assign tasks, deliver successful implementation and manage scope.

Communicated with internal teams and external stakeholders, standing for the organization to customers, suppliers, and others.

Hold regular status meetings to track project progress and find issues:

Individual Workstreams (Module level)

Project-wide status meetings for all stakeholders

Monthly Steering Committee Meeting

oSuccessfully managed issue identification, analysis, and resolution.

oManaged external vendor integrations and related deliverables.

oLiaison with upper management on key business requirements, strategies, and deliverables.

oOversaw development and signoff of internal client deliverables (i.e., project charter, resource allocation schedules, test plans and scripts, training documents).

Ensured functional design documents met business requirements through subject matter expertise.

oClose-out of project, ensuring adequate knowledge transfer of project artifacts.

•Guardian Life Insurance, New York, NY – Peoplesoft IT Project Manager/Business Consultant

Led/supported PeopleSoft special projects to support the following corporate initiatives:

oFacilitated project-wide status meetings for all stakeholders.

oFacilitated Monthly Steering Committee Meeting.

oAcquisitions and Mergers: Assist clients with entity integration. The project scope involved planning, designing, developing, assessing, and integrating newly merged entities into the existing PeopleSoft suite, while retiring the acquired company’s legacy systems.

oAllocation Segmentation: Help the client with designing, developing, assessing, and implementing Allocation Segmentation by line of business within the PeopleSoft General Ledger to support newly adopted profit and loss sharing business model across the organization.

oEvaluation and resolution of Production support issues:

Integration between PeopleSoft AP/PO/AM, including AP Matching.

ACH Settlement design and configuration.

Escheatment processing.

Proof of Concept for 1042S Foreign Vendors Withholding/Reporting requirement.

oEvaluation and development of delivered functionality to support firm-wide “Financial Sanctions Anti-Terrorism Payment Strategy.” Detailed analysis, design, testing, and presentation to front line employees, as well as senior management.

oEvaluation and development of delivered functionality to support firm-wide “Global Archiving Strategy.” Detailed analysis, design, testing, and presentation deliverable to front line employees, as well as senior management.

oImplementation of Purchasing and Procurement modules, along with integration with Accounts Payable, General Ledger and Asset Management. Full Life Cycle (Analysis, Design, Build, Testing, Training, Post-Implementation).

•State of Connecticut, Hartford, CT – PeopleSoft IT Business Consultant/Subject Matter Expert

Implementation support of PeopleSoft Financials/Procurement CORE-CT Project:

oConduct a comprehensive review and implementation of maintenance bundles for the eProcurement module, ensuring seamless integration with Catalog Management, Purchasing, Inventory, and General Ledger systems. Manage Test Plan and Test Script development and execution, mapping/confirming business requirements and customizations against new delivered functionality. Found cross-team issues and coordinate comprehensive solutions. Developed detailed User Productivity Kits (UPK) for use in web-based training programs.

•St Francis Hospital and Medical Center, Hartford, CT – IT Project Manager/Business Consultant

Led/supported special PeopleSoft projects to support the following corporate initiatives:

oEvaluation and development of delivered functionality to support firm-wide “Global Archiving Strategy.” Detailed analysis, design, testing, and presentation deliverable to front line employees, as well as senior management.

oImplementation of Accounts Payable, Purchasing, and Inventory modules, supporting integration with General Ledger and Asset Management. Full Life Cycle (Analysis, Design, Build, Testing, Training, Post-Implementation support). Integration between HRMS and FSCM suites of modules via application messaging to support vendor maintenance, employee expense reimbursements, user ids, job code roles and related security access to application.

The Hartford Financial Services Group, Hartford, CT - Aug 2004 – May 2006

Claims IT Group – Senior IT Business Consultant

•Heavily customized PeopleSoft Accounts Payable Module, along with business process reengineering and integration to firm-wide custom developed claims payments reporting system. Full Life Cycle (Analysis, Design, Build, Testing, Training, Post-Implementation support).

•Fostered strong working relationships with business customers, including all levels of management.

•Developed business requirements and functional specifications to support application development, providing knowledge of the existing systems, processes, and workflows. Named key training points and business process workflow adjustments.

•Managed project scope within project budget and timeline. I interacted with business partners to design and document enhancements and change requests. Assessed priority, business need, and project impact of change control requests on project work streams and related deliverables.

•Facilitated technical design, coordinating business goals and functional specifications with developers to confirm required functionality.

Created and executed test plans and cases, naming and resolving issues found.

•Provided production support, diagnosis, and resolution of live production issues. Served as a primary point of contact with PeopleSoft Global Support for all logged cases.

IBM Business Consulting Services, New York, NY - Nov 2002 – Aug 2004

Senior Principal Consultant

IBM Global Services bought PWC Consulting Services in November 2002.

•Managed teams to implement global enterprise-wide PeopleSoft Financials and Supply Chain Management systems for multi-national banking, insurance, and hospital clients. In-depth knowledge of Purchasing, e-Procurement, Inventory, General Ledger, Accounts Payable and Asset Management systems, including system configuration, management controls, cross-module integration, business processing, reporting, and operator security.

•Interviewed senior management and staff in both the United States and the United Kingdom to define both business process and technical requirements for global computer systems to support the above business functions. Facilitated final presentations to management.

•Supervised design, configuration, testing and training of proposed environments to prepare end users for new systems.

•Provided post-implementation live production support to ensure client satisfaction, operational effectiveness, and smooth transition from legacy systems.

•Client experiences include:

oGuardian Life Insurance – PeopleSoft Financials Functional Lead – Accounts Payable Module and integration with Purchasing, General Ledger, and Asset Management modules. Full Life Cycle (Analysis, Design, Build, Testing, Training, Post-Implementation support).

oScott and White Hospital – PeopleSoft Supply Chain Principal Consultant – eProcurement and Purchasing modules, along with integration to Accounts Payable, General Ledger and Asset Management. Full Life Cycle (Analysis, Design, Build, Testing, Training, Post-Implementation support).

PricewaterhouseCoopers (PWC) Consulting New York, NY – June 1996 – Nov 2002

Management Consultant

•Performed similar consulting services as described above for IBM Business Consulting Services.

•IBM Global Services bought PricewaterhouseCoopers (PWC) Consulting Services in November of 2002.

•Client experience, including role, version, and modules:

oUnion Planters Bank – PeopleSoft Supply Chain Principal Consultant/Functional Lead – eProcurement and Purchasing modules, along with integration with Accounts Payable, General Ledger and Asset Management. Full Life Cycle Project (Analysis, Design, Build, Testing, Training, Post-Implementation support).

oCity of Calgary, Canada – PeopleSoft Financials Functional Lead – Accounts Payable module and integration with Purchasing, General Ledger, and Asset Management Modules. Full Life Cycle (Analysis, Design, Build, Testing, Training, Post-Implementation support). Upgrade from version 7.5.

oCredit Suisse First Boston – PeopleSoft Supply Chain Principal Consultant – eProcurement and Purchasing modules, along with integration with Accounts Payable, General Ledger and Asset Management modules. Full Life Cycle (Analysis, Design, Build, Testing, Training, Post Implementation support). Business requirements included multi-currency, along with multinational tax processing and reporting. Upgrade from version 7.5.

oXL Capital Global Insurance – PeopleSoft Financials Functional Lead – Accounts Payable Module, and integration with General Ledger & Asset Management modules. Full Life Cycle project. Business requirements included multi-currency processing and reporting.

PricewaterhouseCoopers, Hartford, CT – August 1994 - June 1996

Staff Auditor

•Engaged in the analytical review and analysis of clients' financial records, performing external audit procedures to ensure accuracy of financial statements. Documented clients' accounting procedures and internal control structure. Aided in preparation of client financial statements.

•Prepared comprehensive audit files, detailing information gathered while performing audit procedures, supervising lower-level staff in the performance of their respective duties.

•Performed internal audit procedures on corporate financial accounting records to ensure accuracy of financial data, internal controls and compliance with company policies and procedures. Performed system reviews of company operations at both the corporate and field office levels. Prepared and delivered presentations to senior management.

•Industry and client experiences include Manufacturing - United Technologies Corporation, Carrier, Otis Elevator, Pratt, and Whitney; Banking - Fleet Bank; Insurance - Cigna Retirement and Investment Services, and Retail: Three D Bed and Bath.

EDUCATION and CERTIFICATIONS

Bachelor of Science in Accounting

Central Connecticut State University, May 1994, Magna Cum Laude

Six Sigma Green Belt Training

CHARITABLE ORGANIZATIONS

Knights of Columbus – Rocky Hill, CT Chapter - 4th Degree Member Sir Knight & Officer.

Contact this candidate