Six Sigma Project

JERRY MORGAN

**** ******** **. ****, ********, Ohio 43229 . 614-***-**** Home. 614-638-

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614-***-**** Work . ***********@***.***

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PROFESSIONAL PROFILE

Six Sigma Black Belt (ASQ) / Quality Process Analyst (ASQ)

Over 25 years financial experience with a wide scope of Cost Accounting

Experience

OnBase Software Developer with 10+ years experience creating automatic

workflows

Background seasoned with successes in process mapping and statistical

process control, finance, administration and public accounting for

manufacturing companies going through rapid expansion, revitalization and

turnaround. Proven ability to improve operations and maximize profits

through achievements in cost reductions and efficiency improvements with

Six Sigma DMAIC approach and automated workflows

. Cost Reductions - Record of reversing financial declines and capturing

cost reduction through process redesign and performance management.

. Process & Workflow Improvements - Over 10 years experience in

programming and configuration of OnBase Workflow and Document

Retention Software. Certified as OnBase Workflow Administrator and

OnBase Workflow Developer.

AREAS OF EXPERTISE

. Six Sigma Black Belt - ASQ SSBB . Process Mapping &

Continual Improvement

. Budgeting & Forecasting / Financial Statements . Design of

Experiments

. HTML, VB Scripting. SQL Databases, Data Mining . Regression Analysis

. OnBase Workflow, Document Composition . Six Sigma Black Belt - ASQ

SSBB

. Cost Accounting Concepts - Job Shop, Repetitive . Quality Process

Analyst - ASQ CQPA

EDUCATION & ONGOING PROFESSIONAL DEVELOPMENT

M.B.A., University of Dayton, Dayton, OH - 1987

B.A., Ohio State University, Columbus, OH - 1975

Hundreds of hours devoted to ongoing professional development throughout

career including workshops, conferences, information sessions, and formal

short courses. Classes include OnBase Administration, OnBase Workflow,

ACCESS Database, and EXCEL.

. Certified OnBase Administrator and Certified OnBase Workflow Developer

. Power User in Excel and Access, SQL, Visio, Workflow Design, Monarch

Reporting Mining and Analysis, Visual Basics, Database Management,

Document Imaging, System Administration

. HTML - Web Site Created at http://www.jerryemorgan.com/

. Received certification in Six Sigma Black Belt from American Society

for Quality (ASQ)

. Received Certification as Quality Process Analyst from American

Society for Quality (ASQ)

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PROFESSIONAL EXPERIENCE

Project Accountant 2010 -

Current

State Architect Office Columbus, OH

Project Accounting and Workflow Database Conversion

Project coordination of major capital improvement project. Contract

review, budgeting, project accounting, report writing for State of Ohio

Capital Improvement Projects.. Work with Lean Ohio on Six Sigma projects

involving process improvements.

contractual Consultant 2007 - 2010

Metropolitan community services Columbus, OH

Database Design and Programmer

. Designed and created MySQL database. HTML forms were used for

submitting data. The form information was transmitted to the database

with PHP programming. Queries were executed with SQL. Prepared

expense budget for grant submittal.

DayHuff group Westerville, OH

OnBase Software Consultant

. Workflow productivity project planning. Worked with Progressive

Medical of Westerville, Ohio to propose a business plan for OnBase

Workflow Productivity Project. OnBase software design work planned to

start in January 2010. Worked with client to develop business plan to

calculate ROI, plan Hyland software upgrade, and resolve current

problems with client's workflow software.

Great American Financial Resources, Inc. Cincinnati, OH

OnBase Software Consultant

. Workflow productivity improvements to meet 403(b) requirements.

Worked with OnBase Workflow software, Document Composition, and HTML

programming to enhance productivity of current workflow designs.

Project work return on investment of 26%.

worthington industries, Columbus, OH

Consultant

. Worthington bought a controlling interest in Viking Steel Company of

Brunswick, Ohio in a hostile takeover. The entire management team of

Viking Steel immediately resigned. I helped Internal Audit analyze

the Viking ERP system and the accounting ledger.

MANSFIELD PLUMBING, Perrysville, OH

Plant Controller / Consultant

. Hired for a five-month assignment to direct the accounting and control

functions of the plant.

Oversaw the management of internal fiscal controls for manufacturing

operations with an annual budget of $21M including: budgeting cost

control, profit maximization, capital investing and cost standards.

ABB INC., Westerville, OH 1979 -

2007

Logistics - OnBase Workflow Developer (2000 - 2007)

Accelerated through the ranks and took on additional roles and

responsibilities based on a proven track record to expose and correct

process inefficiencies, reduce expenses and develop staff.

. Identified and implemented cost effective solutions to improve

critical business operations processes.

. Reduced corporate exposure from $2M to a profit of $100,000 in less

than one year.

. Overcame initial barriers and concerns and secured critical buy-in

from corporate leadership to purchase and integrate new workflow

software into legacy ERP system.

. Took a leadership role on the administration, configuration and

implementation of the OnBase workflow software conversion using Visual

Basic including developing and defining business rules and training

staff.

. Seamlessly integrated OnBase software into the legacy ERP system.

Highlighted Project Successes:

. Standardized and documented the workflow process (process had

never been done) - documentation provided a shared resource

environment, identified and highlighted critical control points,

increased accountability and allowed for enhanced employee

training capabilities across all business units on policies,

compliance and procedures.

. Improved response time to customer material returns and warranty

claim issues by using a data imaging system vs. paper based

system.

. Time Saving - Reduced productivity tracking and reporting man-

hours from 2 hours to just 15 minutes resulting in an annual

cost savings of $70,000.

. Enhanced Order Processing Capabilities - within 2 years reduced

shipping and receiving processing staff from 5 to 1 resulting in

an annual cost savings of $120,000.

Financial Controller (1995 - 2000)

Plant Accountant and Project Accounting (1979 - 1995)

. Ensured all financial reporting practices and procedures operations

across the U.S. met requirements of generally accepted accounting

principles for this aggressively expanding manufacturing company with

annual revenues in excess of $25M. Managed all accounting functions

including: receivable and payable, inventory, capital assets, accrual

accounting, data entry, fixed assets, and inventory control.

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