RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services...
Transcript of RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services...
![Page 1: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/1.jpg)
![Page 2: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/2.jpg)
![Page 3: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/3.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
Responder Name: ERP-OneConsultingInc.Responders shall complete the following Response Form by indicating their responses in the spaces provided. Additional pages may be added so long as they are clearly referenced in the spaces provided.
Proposals that do not include this completed Response Form, include an incomplete Response Form, or include a completed Response Form with unacceptable responses may cause the entire offer to be deemed unacceptable and therefore non-responsive.
1 Executive Summary
Responder shall provide a brief executive summary to include administrative information such as Responder contact name, address, phone number, and email address.
ERP-OneisarecognizedleaderinJDEdwardsEnterpriseOneconsultingandManagedServices.OurfocusonEnterpriseOneserviceshasallowedustodevelopcomprehensivesolutionsthatmeetthebusinessneedsofourcustomers.Ourkeydifferentiatorsincludeourability,commitment,andproventrackrecordinconsistentlyexceedingcustomerexpectations.WearecontinuallyworkingwithclientsonJDEdwardsprojects.TheseprojectsincludebothJDEdwardsconsultingengagements(technicaland/orfunctional)andmanagedservicesengagements(CNC,Database,JDESecurity).OurpublicsectorexperienceincludesseveralprojectsforCanadianmunicipalities,aswellastheprovisionofasmallnumberofManagedServicestomunicipalitiesandpublicutilities.Someofourpublicsectorengagementsarelistedbelow:
ClientName Description Date
DistrictofSaanich• EnterpriseOneHR/PayrollImplementation• CNC&DBManagedServices• EnterpriseOne9.2Upgrade
201720172016
PinalCounty • EnterpriseOneSecurityConsulting2015,2017
CityofLethbridge• EnterpriseOne9.2TechnicalUpgrade• EnterpriseOneUpgradeAssessment• EnterpriseOneKernelTuning
201720122011
TownofOakville • Pre-qualifiedPreferredVendor 2016
Montana-DakotaUtilities
• CNCConsulting• EnterpriseOne9.0Upgrade
20162011
CityofGuelph • EnterpriseOne9.1Upgrade• BIPublisherDevelopment
20142014
PowerStream(nowAlectraUtilities)
• EnterpriseOne9.2Upgrade• CNCManagedServices
20142009-present
HydroOttawa • EnterpriseOneSecurityServices 2014
![Page 4: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/4.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
2
CityofMooseJaw • CNCManagedServices• EnterpriseOneReleaseUpgrade
20132012
CityofVaughan • QSoftwareSupport 2013
CityofLondon• InfrastructureReview• EnterpriseOneInstallation• EnterpriseOneSecurityImplementation
201120122012
CityofBrantford • QSoftwareImplementationandUpgrade 2011 Atthetimeofthisproposalpreparation(December2017),wehave80activeprojectsinourprojecttrackingsystem.Someprojectshavedistinctstartandenddates,whileothersarelong-termmanagedservicesorongoing,ad-hocsupportengagements.Wehaveearnedourplaceastrustedpartnertoourclients. WefeelfullyconfidentinourabilitytomeetthediverseneedsofTheCounty.WeunderstandthatthenumberandvarietyofinitiativesplannedrequirespartnerswhoareabletoprovideexpertiseinanumberofEnterpriseOnerelatedareas.Ourmanagedservicesmodelisanefficientandflexibledeliverymodelforremotework.WehaverecentlyrevampedourmanagedservicessolutiontoincludeAUTOM8,ourcustom-developedautomatedmaintenancesolutionforEnterpriseOne.ThroughAUTOM8,weareabletoprovideclientswithunsurpassedefficiencyinEnterpriseOnemaintenanceandmonitoring. WecanprovideTheCountywithonsiteand/orremoteconsultingworkusingourteamofNorthAmerican-basedemployeesandcontractors.Ourindustrypositionallowsustheopportunitytoalignourselveswithlike-mindedandtrustedfirmsandindividuals.Weprideourselvesinofferingourclientsthebestteampossible.Thevastmajorityofoursubcontractorsarepeoplewhomwehaveworkedwithinthepast,andwhohavesuccessfullydeliveredonpreviousengagements.Wehaveverystrongrelationshipswithlong-standingsubcontractorsandweareconfidentinourabilitytobringtherightpeopletoPinalCounty.CorporateInformation-ERP-OneConsultingInc.HeadOffice:Unit303,535-10thAveSWCalgary,AB,CanadaT2R0A8Phone:(403)457-3771Website:www.erp-one.comResponderContactRepresentative:
BradCalbickSeniorAccountExecutivePhone:1(403)457-3771(office)Phone:1(403)616-5053(cell)Email:[email protected]
![Page 5: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/5.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
3
2 Qualifications
Responder shall provide a detailed description of the qualifications of key personnel who will perform work under this contract. This information shall include education, training, strengths/specialties, technical experience, functional experience, proficiency with various programming languages, specific dates and names of employers, and any applicable certifications. Responders shall clearly describe their ability to meet or exceed the desired qualifications listed in Section 5 of the Statement of Work and Response Form 2. Please attach a resumé for each key individual who will work under this contract to the end of this Response Form.
Responder Response
ERP-OneispleasedtopresentPinalCountywithateamofveryqualifiedresources.WearehighlyconfidentinourqualificationsforeachofthedesiredareasaslistedbyTheCounty:
Three(3)yearsofexperienceworkingwithJDEdwardsEnterpriseOneERPApplicationsincludingHumanResources/PayrollandFinancialmodulesandstrongknowledgewithinteroperabilityprocesses,suchasBenefits/Payroll/GeneralLedger.
Wemeetorexceedthisrequirement.Ourfunctionalexpertsbringanaverageofover15years’EnterpriseOneexperiencetoPinalCounty.
Typicalresponsibilitiesofourfunctionalresourcesinclude:
• DevelopingprocedurestoensureintegrityofERPsystemanddatabases
• Ensuringthatexternal/internalregulationsandpoliciesgoverningdatamanagementaremet,includingregulationsconcerningsecurity,auditandprivacy
• Designingandmaintainingtheprocesstoassignappropriatesystemaccesstousersatdifferentlevelsacrosstheorganization
• TroubleshootsandresolveERPapplicationsoftwareproblemsonatimelybasisincompliancewiththeServiceLevelAgreement(SLA)
• DevelopandimplementprojectplansforERPsolutions
• AssistkeypersonneltodefineuserneedsanddevelopERPsolutions
• Workwithend-userstoanalyze,design,construct,testandimplementERPapplicationsinsupportofregularbusinessoperations
• TestinganddevelopingtestscriptsandscenariosforERPapplications
• Documentapplicationbusinessprocessesandprovidecross-functionaltrainingasneeded
• Workwithendusersonallfunctionalmodulestodocumentbusinessneeds/requirementsfor
![Page 6: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/6.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
4
upgradesandenhancements
• DevelopandpresentERPtrainingmaterialsforend
users
PublicsectorexperienceimplementingJDEdwardsEnterpriseOneERPsystems.
Wemeetorexceedthisrequirement.ERP-OnehasrecentlycompletedanEnterpriseOne9.2upgradeforapublicsectorclientinBritishColumbia,Canada.TheprojectalsoincludedtheimplementationofnewHR/Payrollfunctionality.
Inaddition,ERP-OnehasworkedwithpublicsectorutilitiesinCanadaandtheU.S.ThisworkincludesEnterpriseOneupgrades,toolsreleaseupgrades,support,technologyconsulting,andongoingmanagedservicescontracts.
ExperienceupgradingJDEdwardsEnterpriseOnefrom9.0to9.1or9.2forclients.
Wemeetorexceedthisrequirement.ERP-OnebringsextensiveEnterpriseOneupgradesexperiencetoTheCounty.Includedinsection4.2isatablelistingsomeofourrecentEnterpriseOne9.xupgrades.
Wearehappytoprovideadditionalreferencesuponrequest.
Appropriatetrainingand/orworkexperienceinsoftwaredevelopmentplanningandprogrammingmethods.
Wemeetorexceedthisrequirement.Typicalresponsibilitiesofourdeveloperresourcesinclude:
• JDEcustomdevelopmentandmodulemodifications
• BSSVinstallationandbuild• Install/develop/maintainE1PagesandCafeOne
Pages• Mentorinternalstafftoadviseandguide
developerswithbestpracticeandmethodologiesforE1development
• ManageCNCprocessandproceduresforpackagepromotionandobjectmanagement
• Businessprocessanalysistoensurethatcustommodificationsarejustifiedandin-linewithbusinessprocess
• Determineidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment
• Customdevelopment,forexample:XMLPublisher,Finance(A/P,A/R),BIPublisher,HR/Payroll,
![Page 7: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/7.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
5
InterfacestoandfromOracleEnterpriseOnewith3rdpartysoftware,E1Workflow
In-depthtroubleshootingexperienceofinteractiveapplications,UserBatchEngine(UBE),andbusinessfunctions.
Wemeetorexceedthisrequirement.
OurCNCconsultantsarecapabletohandlesuchMasterBusinessFunction(MBF)issues.OurManagedServicesteamtriagesandactionsthesetypesofclientscenariosonaregularbasis.
Knowledgeofhardware,softwareandperipheralequipmenttroubleshootingtechniques.
Wemeetorexceedthisrequirement.
OurCNCconsultantssupportallcomponentsofsupportedJDEdwardsplatforms.ThisincludesincludingcloudoptionsfromOracle,Microsoft,andAmazon.OurdeepexperienceinEnterpriseOnesystemadministrationallowsustomanagethesesituationsforclients.
Knowledgeofnetworksystemaccessandsecurityguidelinesandprocedures.
Wemeetorexceedthisrequirement.
WeareveryknowledgeableinEnterpriseOneandrelatedsecurity.
Highlyskilledinintegratingandoptimizingsoftwareapplications.
Wemeetorexceedthisrequirement.
Wepossessexpert-levelskillsinthisarea.IntegrationandoptimizationarecommonfoundationalpiecesforeveryERPsystem.Wehavedeepexpertiseinthisarea.
Beyondcommonoptimizingscenarios,wedevelopcustomizedsolutionsforclientsinordertoelevatetheirJDEdwardssystemstopropeltheirbusinessesforward.Examplesofthesesolutionsincludecustommobileapplicationsandcloudsolutions.
DetailedinformationonoursubcontractorresourcesisprovidedinAppendixA,alongwithindividualresumesofsubcontractorsandemployees.
![Page 8: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/8.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
6
3 Subcontractors
Responder shall list all subcontractor firms or individuals, as applicable, to be utilized under this contract to include name, location (city, state), specialty, and years of experience. The County may require Contractor to submit Subcontractor resumes and detailed qualification statements at time of project or task request.
Subcontractor Name & Location: Subcontractor Strengths/Specialties & Years of Experience:
JohnnyChu,Calgary,Alberta,Canada
JDEDevelopment15+years
MartaDidomenicoJacksonville,Florida,USA
HR20+yearsofexperience
KarenHawkeCalgary,Alberta,Canada
ProjectManagement20+yearsofexperience
FredHasseRockton,Illinois,USA
Sr.Developer25yearsofexperience
NolanLittleVictor,Montana,USA
CNC19+yearsofexperience
MatthewMurdochAustin,Texas,USA
Finance10+yearsofexperience
BillPatowBozeman,Montana,USA
CNC19yearsofexperience
DebSalweiNorthDakota,USA
ProjectManagement/HR21+yearsofexperience
HelenZhangVancouver,BritishColumbia,Canada
Developer13yearsofexperience
4 Experience
Responder shall provide a detailed description of their experience to include:
4.1 If Responder is a firm, the Responder shall provide a brief description of their company including a brief history, corporate structure and organization, and number of years in business. If Responder is an individual, the Responder shall provide a resume and the number of years doing the type of work requested in this RFP.
4.2 A detailed description of the Responder’s prior experience working on projects of similar size, scope and function as what is requested in this RFP including whether the experience is in working in the private or public sector.
4.3 A list of projects worked on in the last 4 years to include project size, duration, role and responsibilities, level of success and any learnings gained from each project.
![Page 9: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/9.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
7
Responder Response
4.1 ERP-OneCorporateHistoryandStructure
CompanyInformation
Foundedin2004,ERP-OneConsultingInc.isaNorthAmerican-basedconsultingfirmspecializinginJDEdwardsEnterpriseOnesoftwareandrelatedconsultingservices.WeofferacomprehensivesuiteofJDEdwardsservicesdeliveredbyourhighlytrainedin-housestaff,including:applicationanddevelopmentconsulting,technicalconsulting,databaseservices,andmanagedservices.Forthepastelevenyears,wehaveworkedwithourclientsacrossNorthAmericatoelevatetheperformanceoftheirJDEdwardssystems.WeareaCanadiancorporationheadquarteredinCalgary,Alberta.Ourcompanyiscomprisedof:
• Staff:23employeesand10fulltimecontractors• Locations:Calgary,Kelowna,Toronto,Montreal,NewBrunswick,AtlantaGA• Countries:Canada,US,UnitedKingdom,SouthAfrica
TheprincipalsofERP-Onearethreemanagingpartners,eachexperiencedJDEdwardsseniorconsultants,activelyinvolvedinthedailyactivitiesofthecompany.Sinceourformation,ERP-Onehasexperiencedyearoveryeargrowthinrevenueandprofitability.Duringthistime,ouremployeebasehasgrownfromthreeto23teammembers,andwecontinuetoexpandourclientbaseandourservicesofferings.Weareproudtohaveoneofthelargestin-houseCNCandJDEdwardstechnicalconsultingresourcebasesinNorthAmerica.WithstafflocatedacrossNorthAmericaaswellasEurope,ourservicecoverageisunparalleled,asisourdedicationtotechnicalexcellence.Webelievethatouremployee-basedmodelcontributestooursuccessoneveryengagement.
CoreCompetenciesERP-Oneoffersacomprehensivesuiteofservices,specializinginJDEdwardsEnterpriseOneandrelatedsystems.Ourrangeofservicesincludes:
• EnterpriseOneApplicationConsultingandProjectManagement• CNCConsultingandManagedServices• DatabaseConsultingandManagedServices• EnterpriseOneDevelopment• EnterpriseOneSecurityandQSoftware• InstallationsandUpgrades
o EnterpriseOneo SupportingSoftware(Databases,WebEngines,OracleFusionMiddlewarecomponents)o InfrastructureandArchitectureDesign(VirtualandPhysical)
§ iSeries,pSeries,Intel(Linux,Unix,Windows)
![Page 10: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/10.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
8
Ourcorecompetenciesaredemonstratedonadailybasiswithinbothofourmajorbusinessareas,ConsultingServicesandManagedServices,discussedbrieflybelow.
ConsultingServicesERP-One’sConsultingServicesteamisbuiltaroundyearsofexperiencedeliveringexceptionalqualitytocustomersintheprivateandpublicsectors.ThemanagingpartnersofERP-OneallstartedasCNCconsultantsandhave,overtheyears,developedbestpractices,procedures,andmethodologiesthatsetusapartfromourcompetitors.Thishasallowedustoretainthemajorityofourcustomerssinceinception.ERP-OnepossessesdistinctJDEdwardsskillsthatwebringtoeachproject:
• EnterpriseOneupgradesandimplementationserviceso ProjectManagement,ProjectDelivery,EducationandSupport
• Re-architectingandsystemredesigning/right-sizingfromoneplatform/database/webenginetoanewerordifferentmoreadvantageoustechnology
• LeveragingvirtualizationtechnologiesincludingVMware,MicrosoftVirtualServerandOracleVirtualMachinesforoptimizingusageofhardwaretechnologiesandresources
• ExtensiveknowledgeofOracleFusionproductsincludingBIPublisher,OneView• JDEdwardsAISmobilesolutionsandcustomdevelopment• ReportingandOracleAccessManagement• Packagebuilds,deploys,promotions,objectmanagement,buildscheduling• Security,EnterpriseOne,QSoftware• iSeriesexpertise• JobScheduling,EnterpriseOne,Kantion• ToolsReleaseupgrades• DisasterRecoveryPlanningandHighAvailabilitydesign,implementation&support• MemberoftheOraclePerformanceTasksForce• ExtensiveseniorCNCanddatabaseconsultingexperienceforprojectsorissueescalation• OurproprietaryRunningRightprojectmanagementmethodologywhichincorporatesourextensive
consultingandprojectexperiencewithEnterpriseOneintoarealworkframeworkforconsistent,reliabledeliveryofprojects.
• Leveraginginindustrypartnershipsandalliancestoprovidethebestsolutionsandconsultantstoourclients.
Ourconsultingteamisover90%employeebased,makingusuniqueintheindustry.Ourcorevalueofcommitmenttoouremployeesensuresthattheteammembersthatassistyoutodaywillbethereforyouinthefuture.Withnearlyzeroemployeeturnoversincethecompany’sinception,weareproudtoofferateamofveteranconsultants,fullytrainedinERP-Oneconsultingmethodologiesandindustrybestpractices.
ManagedServicesOurManagedServicespracticeplaysakeyroleatERP-One.Ourmatureandwell-establishedManagedServicesteamcurrentlysupports25(attimeofwriting)clientorganizationsofvarioussizes,acrossdiverseindustriesincluding:utilities,manufacturing,pharmaceuticals,andenergy.
![Page 11: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/11.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
9
Ourservicedeliverymodelispredicatedonstrongtechnicaltrainingandprovenproceduresandbestpractices,ensuringservicedeliveryqualityismaintainedatalltimes.Theresultisareliableandeffectivesolutionforourclients’EnterpriseOneanddatabasetechnicalneeds,deliveredremotelybyprofessionalandexperiencedconsultantsandsupplementedwithscheduledmeetings,standardizeddocumentation,andperiodicstatusreports.Thisapproachiscomplementedbyourclient-centricfocus,anothercorevalue,providingaccessibilitytoourpartnersandteammembersanytime,anywhere.Ourclientsrelyonusonadailybasis,andwearehereforthematalltimes.Ourmanagedservicescoverageisavailableona24x7basis,365daysperyear.Ourmanagedservicesaredeliveredremotely,offeringmaximumflexibilitytoourclients.
TheERP-OneAdvantage
ERP-Oneemploysexceptionalpeople.Wefeelverystronglythatweneedtobeastrategicpartnertoourclientsinordertomaintainastrongrelationshipandtocontinuallyaddvalue.
WorkingwithERP-Oneoffersanumberofdistinctadvantages,including:
• WeareacertifiedOracleGoldPartneringoodstanding• ExtensiveEnterpriseOneexperience,fromsmallsitestoglobalmulti-siteinstallations• Ouremployee-basedteamofexperiencedconsultantsensuresconsistentdeliveryandresultsfor
ourclients• Uniqueemphasisonpairingbusinessrequirementswithtechnicalsolutions• Databaseexpertise:DRP,CapacityPlanning,PerformanceTuningandMaintenance• Upgradetothe9sCertifiedbyOracle,including9.2UpgradeWorkshops• SuccessfulcompletionoftechnicalJDEdwardsprojectsincluding:OVR,BSSV,andAIS• Selectedasoneoftheoriginal25partnersworldwidetojointheOraclePerformanceTaskForce.
4.2 A detailed description of the Responder’s prior experience working on projects of similar size, scope and function as what is requested in this RFP including whether the experience is in working in the private or public sector
ERP-One’spriorexperienceincludesthesuccessfulcompletionofover400EnterpriseOneprojectsfororganizationsacrossNorthAmerica,inboththeprivateandpublicsectors.Wearecontinuallydeliveringforclients.
RelevantExperienceERP-OnebringsextensiveJDEdwardsexperiencetoPinalCounty.ThetablesbelowpresentselectivelistsofJDEdwardsprojectsandengagementsthatwehaveperformedwithinthepastfouryears.WebelievethattheselistsclearlydemonstrateourcapabilitiesinprojectsandengagementsrelevanttotherequirementsofPinalCounty.Ourproficiencyisshownbythesolidtrackrecordofsuccessthatwehavedevelopedovertheyears.
![Page 12: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/12.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
10
EnterpriseOneApplicationUpgrades
ThetablebelowcontainsaselectivelistofourEnterpriseOnereleaseupgrades.Wehavealsoincludedthescopeofourresponsibility(CNC/technical,development,application/functional,andprojectmanagement)ontheseprojects.
ClientName
Public/Private
UpgradeRelease
Platform/Database
CNC&TECH DEV
APP&FUNC
PROJMGMT
DistrictofSaanich Public 9.2
vWindowsOracle X X X X
CityofLethbridge Public 9.2
vWindowsOracle X
CityofGuelph Public 9.1
vWindowsOracle
Weblogic X X C CPowerstream
(AlectraUtilities) Public 9.1
vWindowsSQLSvrWeblogic X X X X
MontanaDakotaUtilities Public 9.0
iSeriesvWindowsWebsphere X C C X/C
BICCorporation Private 9.2
iSeriesDB2/400Citrix/
vWindows X P P X
AmpacetCorporation Private 9.2
AIXUnixOracle
vWindows X
PCLConstructors Private 9.0
iSeriesvWindowsWebsphere X C C C
BestVendors Private 9.0
vWindowsOracle
Websphere X C C X/C
BICCorporation Private 9.0
iSeriesvWindowsWebsphere X C C X/C
FisherBrothers Private 9.0
vWindowsSQLSvrWeblogic X C C X/C
ATSAutomation Private
9.09.1
vWindowsSQLSvr X X C X/C
![Page 13: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/13.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
11
Weblogic
PCI Private 9.1
iSeriesvWindowsWeblogic X X X X/C
AgnicoEagle Private 9.1
AIXUnixOracle
vWindowsWeblogic X X P P
AmpacetCorporation Private 9.1
AIXUnixOracle
vWindowsWeblogic X X C C
ChristieDigital Private 9.1
iSeriesvWindowsWeblogic X X C X/C
Garda Private 9.1
vWindowsSQLSvrWeblogic X P P P
GerrieElectric Private 9.1
vWindowsSQLSvrWeblogic X C C X/C
HouseofElectric Private 9.1
vWindowsSQLSvrWeblogic X C P X/C
JohnstonEquipment Private 9.1
iSeriesvWindowsWeblogic X X/C C X/C
ReveraLiving Private 9.1
vWindowsOracle
Weblogic X X/C X X
ViforPharma Private 9.1
vWindowsSQLSvrWeblogic X X/C C C
XSEGroup Private 9.1
vWindowsSQLSvr
Websphere X X/C X/C XNotes:
X–ERP-OneConsultant,C–ClientTeam,P–PartnershipwithanotherBusinessPartner
![Page 14: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/14.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
12
EnterpriseOneModuleImplementationsThetablebelowlistsourEnterpriseOnemoduleimplementationexperience:
Module Function
Foundation AddressBook
Finance
GL,AP,AR,FixedAsset,Jobcost,ExpenseManagement,Multi-Currency,CAM,RealEstate
DistributionInventory,Procurement,SalesOrder,AdvancedWarehousing,AdvancedPricing,CRM,Service/Warranty,ContractManagement,BulkInventory,RFTechnologies(RFGen,RFSmart,DSI)
Manufacturing PDM,ShopFloor,MRP,Plant/EquipmentManagement,Configurator
HCM HR,PayrollCanada&US,InterfacestoCeridianandADP,TimeandLabour,LeaveAdministration,EmployeeSelfService
Interfaces/ReportingTools/BI
Cognos,OBIEE,BusinessObjects,Insight
Mobility MobileADFandAIS(MAF,ADFandJavaAPI’sforE1/AIS)
EnterpriseOneTechnologies
ThetablebelowpresentsapartiallistingofEnterpriseOnetechnologyprojectswehavecompletedforclients:
Technology DetailsandExperience
E1ToolsReleases
ERP-OnehasimplementedToolsReleaseupgradesformanyclients,rangingfromversion8.xto9.2.WehavedevelopedandutilizearepeatableandprovenmethodologytoguideactivitiesofToolsReleaseprojects.Overthepastfiveyears,wehavesuccessfullycompleted30+ToolsReleases.Clientprojectsinclude:
• Cushman&Wakefield• ScotForge• BURNCORockProducts• AmpacetCorporation• LaCoopFedere• JohnstonEquipment
![Page 15: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/15.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
13
• ChristieDigital• MorneauShepell• StrategicGroup• CiveoCorporation• PCLConstruction• ForzaniGroupLimited• Mark’sWorkWarehouse• AutomatedToolingSystems
OneViewReporting(OVR)
ExperiencewithOneViewReporting:
• SetupstandardOVR(fromOracle)• Create/configureOVFS/OneViewFinancialStatements• Performbusinessanalysisonneedsofclient• Trainingendusers/superusers• Knowledgetransfertoadminstaff
Clientprojectsinclude:
• StrategicGroup–TrainingandInstallation• MorneauShepell• AmpacetCorporation
AISMobile
ExperiencewithAISMobile:
• CustomAISdevelopment• FullMobileSolutionrollout(includingmultipledevices)• StandardOracleAppRollout
Clientprojectsinclude:
• JohnstonEquipment• AgnicoEagle
E1HealthAssessment
ERP-OnehasconductednumerousE1HealthAssessments.Dependingonclientneed,thescopeoftheseassessmentscancoverCNC,E1Security,Database,andHardwareconfigurations.Detailedfindingsandprioritizedrecommendationsarethemaindeliverables.
Clientprojectscompletedinclude:
• WestPortHealth• ChristieDigital(Database)• OSCO• PCIServices• KIKManufacturing• Cushman&Wakefield
![Page 16: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/16.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
14
• JohnstonEquipment• Monin• ParklandFuels• AltaGas• SMMPogo• NorthWestRedwater
BSSV
Install/develop/maintainWebServicesClientprojectscompletedinclude:
• MorneauShepell• ChristieDigital• ReveraLiving• PCLConstruction
CafeOne
Install/develop/maintainCafeOnePagesClientprojectscompletedinclude:
• ScotForge• JohnstonEquipment• AmpacetCorporation
HardwareUpgrade
Hardwareupgrades,re-architecting,andplatformmigrationsClientprojectscompletedinclude:
• KingCountyLibrarySystem• LaCoop• Certainteed• ForzaniGroupLimited• Mark’sWorkWarehouse• Medtronic(Covidien)• Powerstream
E1Pages
Install/develop/maintainE1PagesClientprojectscompletedinclude:
• MorneauShepell• ScotForge• Tiffany&Co• AnschutzCorporation
Clientprojectscompletedinclude:
![Page 17: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/17.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
15
ObjectManagementWorkbench/UserDefinedObjectsLifeCycleManagement
• Medtronic(Covidien)• Tiffany&Co• Harnois• CiveoCorporation• Cushman&Wakefield
4.3 A list of projects worked on in the last 4 years to include project size, duration, role and responsibilities, level of success and any learnings gained from each project.
DetailsareprovidedbelowonfourEnterpriseOneApplicationupgradeprojects.
Whilenotfeasibleforustoincludeallprojectsworkedoninthelastfouryears,wearehappytoprovideinformationonotherprojectsasperTheCounty’srequest.
![Page 18: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/18.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
16
Client:AlectraUtilities(formerlyPowerStream)
Overview
PowerStream(nowAlectraUtilities)isacommunity-ownedenergycompanyprovidingpowerandrelatedservicestomorethan375,000customersresidingorowningabusinessincommunitieslocatedimmediatelynorthofTorontoandinCentralOntario.PowerStreamisjointlyownedbythemunicipalitiesofBarrie,MarkhamandVaughan,andiscommittedtoprovidingitscustomerswithsafe,reliableandefficientservice.
Corporatewebsite:powerstream.ca.
ERP-OnehasbeenworkingwithPowerStreamforeightyears,providingJDEdwardsConsultingServicesandManagedServices.WehavecompletedseveralprojectsforPowerStream,includingtheEnterpriseOne9.1upgradeundertakenin2014.WehavebeenprovidingCNCManagedServicestoPowerStreamsince2010.
ProjectDurationandSize
ImplementationDate:September2014LengthofProject:6monthsNumberofUsers:400+
ERP-OneRolesandResponsibilities
EnterpriseOneUpgrade8.12–9.1
• Projectplanning,projectmanagement,budgeting• CNC,Database,Security,Development,HR/Payroll,DistributionandFinance.• ArchitectureDesignandre-architecturefromiSeries/DB2tovirtualizedWindowswithSQLServer• Databaseconfiguration• Performancetuning• Training,netchangeforHR/Payroll,Distribution,Finance,CNCandArchitecture• SetupandtestingofDRPsite
Details:
• ProvidedguidanceforupgradeplanningincludinganalysisofE1releasenetchangeandbenefitstoberecognized,andperformedrequiredcost/benefitanalysisforarchitecturechoices.Thisanalysisledtore-architectingonWindows/SQLServerforcostsavings.
• Thiswasacompleteupgradefrom8.12to9.1.• Providedleadershipinallkeyareas,includingarchitecture,CNC,development,functionalandproject
managementroles.
LevelofSuccess
![Page 19: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/19.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
17
• Upgradewascompletedonscheduleandunderbudget.• Post-upgradeprojectsincludeimplementationofanE1archivingsolution,andtheredesignoftheE1
securitymodel.
LearningsGained
WhiletheMockGo-Livewasbeingexecutedascheduledrebootwasinitiated,whichcausedtheentirevolumeofworktoberesubmitted.Thiscausedtheprojectteamtofurtherscrutinizethecommunicationschedulebetweentheclientinfrastructureteamandthetechnicalprojectteam.
Ultimately,thego-livecommunicationsschedulewasenhancedtoincludeallrelatedpartieswhichcontributedtothesuccessfulimplementation.
Client:ReveraLiving
Overview
Reveraisaleadingowner,operatorandinvestorintheseniorlivingsectorcommittedtohelpingolderadultslivelifetothefullest.Throughitsportfolioofpartnerships,Reveraownsoroperatesmorethan500propertiesacrossCanada,theUnitedStatesandtheUnitedKingdom,offeringseniors’apartments,independentliving,assistedliving,memorycareandlong-termcare.
KeyFacts• Reveraisaleadingowner,operatorandinvestorintheseniorlivingsector• 500sitesacrossCanada,theUnitedStatesandtheUnitedKingdom• Approximately45,000employeesservingmorethan50,000people
Corporatewebsite:reveraliving.com
ERP-OnehasbeenworkingwithReverasince2013.ServicesprovidedincludeCNCandDatabaseManagedServices,alongwithnumerousconsultingengagements.WehavecompletedseveralprojectsforRevera,includingtheEnterpriseOne9.1upgradeundertakenin2014.WehavebeenprovidingManagedServicestoReverasince2013.
ProjectDurationandSize
ImplementationDate:June2014LengthofProject:4.5monthsNumberofUsers:4000+
ERP-OneRolesandResponsibilities
![Page 20: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/20.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
18
EnterpriseOneUpgrade8.12–9.1
• Projectplanning,budgeting• CNC,Database,Development,FinanceandProjectManagement• Architecturedesign• DatabaseconfigurationandLinuxupgrade• Training,netchangeforFinance,CNCandFoundation
Details:
• ERP-Onedesignedinfrastructure,wroteprojectplan,andassistedwithprojectscopingandbudgetaspre-upgradeactivities.
• Performedtechnicalupgrade,withfunctionalsupportforFinanceandFixedAssets,from8.12to9.1.Alsoprovidedresourcestoleadthedevelopmentretrofits,aswellasafullE1securityre-implementationusingQSoftware.
• Projectplanning,workingwithinternalfunctionalteamtodevelopoverallprojectplan.Infrastructuredesign,technicalprojectplan,upgradeexecution,multipledataconversions,projectsupport.
• CNCandDatabasemanagedservices,providingallsupportandmaintenanceforEnterpriseOneandsixOracledatabases.
LevelofSuccess
Theprojectincludedacompletere-designandimplementationofRevera’sEnterpriseOnesecurity,providingfullreportingandauditcapabilities.QSoftwareallowedustocompletethere-implementationinaveryshortwindows.aswellascutworkloadforRevera’ssystemadminbyover40%TheupgradewasalsoanopportunityforReveratoaddressseveralinfrastructurechallengesincludingsupportability,serverpatchandrelease,systemstabilityandperformance.ByleveragingourManagedServices,Reverahadanexceptionallysmoothtransitiontopost-implementationsupport.Revera’smainobjectivesweretocompleteatechnicalupgradeinfourmonths,andincludeHR,Financeandmodificationretrofits.ERP-Onecompletedtheprojectontimeandonbudget.
LearningsGained
Thisprojectwasablueprintforhowtorunaproject.TherewasadefiniteadvantagesinceERP-Onewasalreadyprovidingmanagedservices,butthekeytotheprojectsuccesswasfollowingaverydetailedproject,usingourRunningRightprojectmethodologyandhavingaverystrongprojectteam.
Onekeylessonlearnedfromthisprojectwasthatwithtwoprojectmanagers,acleardelineationofrolesandresponsibilitieswasessential.
![Page 21: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/21.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
19
Client:ChrisiteDigital
Overview
ChristieDigitalisaglobalvisual,audioandcollaborationsolutionscompanyofferingdiversesolutionsforbusiness,entertainmentandindustry.Christieemploysover1,500peoplegloballyandhasinstalledover100,000projectionsolutionsforavarietyofindustries,worldwide.Christie’sheadofficeislocatedinCypress,California.ChristieengineeringandmanufacturingisheadquarteredinKitchener,Ontario,CanadawithasecondmanufacturingfacilityinShenzhen,China.
Corporatewebsite:christiedigital.com
ERP-OnehasbeenworkingwithChristieDigitalforoverfiveyears.ServicesprovidedincludeCNCandDatabaseManagedServices,alongwithnumerousconsultingengagements.WehavecompletedseveralprojectsforChristie,includingtheEnterpriseOne9.1upgradeundertakenin2012.WehavebeenprovidingManagedServicestoChristiesince2011.
ProjectDurationandSize
ImplementationDate:February2013LengthofProject:8monthsNumberofUsers:1600
ERP-OneRolesandResponsibilities
EnterpriseOneUpgrade8.12–9.1
• Projectplanning• Architecturedesign• EnterpriseOnereleaseupgrade• Toolsupgrade• EnterpriseOneManagedServices• E1PagesImplementation• BSSVServerUpgrade• ArchiveDataUpgrade• DisasterRecoverySetup
Details:
• Thiswasacompleteupgradefrom8.12to9.1.• Upgradetoolsrelease8.98.3->9.1.2.1->9.1.3.1.• OASmigrationtoWebLogic.• BSSVupgradefromOAStoWLS.
![Page 22: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/22.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
20
PostupgradeprojectshaveincludedOBIEEupgrade,ToolsupgradeandESUsupdates.
LevelofSuccess
ChristieDigital’smainobjectivewastoexecuteanApplicationupliftto9.1utilizingthelatesttoolsreleasepossible.Thisobjectivewasmetonbudget,utilizingmostlyinternalresourcingwiththeexceptionofERP-One’sSr.CNCConsultant.
LearningsGained
TheclientprojectteamhadoutlinedspecifictestingofcertainbusinessprocessesduringIntegratedtestingwhichhadallbeenvalidated.DuringUAT,however,itwasfoundthatsomeversionsofapplicationsdidnothavethecorrectprocessingoptions.Fromthisexperience,astrictemphasisontestingintheearlierstagesoftheprojectwouldhaveflushedoutsomeofthesediscrepancies.
Client:DistrictofSaanich
Overview
TheDistrictofSaanichisanurbanandruralmunicipalityonVancouverIslandinBritishColumbia,Canada.Itislocatednorthoftheprovincialcapital,Victoria.Saanichhadanapproximatepopulationof114,000citizensin2016,makingitthemostpopulousmunicipalityonVancouverIsland,andtheeighthmostpopulousintheprovince.ThewordSaanichmeans“emergingland”or“emergingpeople.”TheDistrictwasincorporatedonMarch1,1906.SaanichisthelargestmunicipalityintheGreaterVictoriaRegionwithanareaof103squarekilometres(40squaremiles)andisamembermunicipalityoftheCapitalRegionalDistrict.Corporatewebsite:saanich.ca
ERP-OnehasbeenworkingwiththeDistrictofSaanichsinceApril2016.InthattimeERP-OnehascompletedanEnterpriseOneupgradefromversion8.11toversion9.2.ERP-OnehasalsorecentlycompletedanHR/PayrollimplementationinDecember2017andwehavebeenprovidingCNCandDBAManagedServicessinceDecember2016.ERP-OnealsoprovidesconsultingservicestotheDistrictofSaanichonanas-neededbasis.
ProjectDurationandSize
ImplementationDate:December2016LengthofProject:9monthsNumberofUsers:300
ERP-OneRolesandResponsibilities
![Page 23: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/23.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
21
EnterpriseOneUpgrade8.11–9.2• Projectplanning,projectmanagement,budgeting• CNC,Database,Security,Development,Manufacturing,Procurement,InventoryManagementand
Finance.• ArchitectureDesign• Databaseconfiguration• Performancetuning• Training,netchangeforManufacturing,Procurement,InventoryManagementandFinance,CNCand
Architecture• SetupandtestingofDRPsite
Details:
• Thiswasacompleteupgradefrom8.11to9.2.• Performedapre-feasibilitystudyontheproject.• Ensuredthatthetechnologicalcapabilitiesmetthedesiredbusinessandorganizationalobjectives.• Replacedpreviousin-housecustomapplicationswithEnterpriseOnefunctionality.• Re-implementedJDEdwardssecuritytoincluderole-basedsecurityandalignwiththeDistrict’s
privacyrequirements.• ProvidedguidanceforupgradeplanningincludinganalysisofE1releasenetchangeandbenefitstobe
recognizedandperformedrequiredcost/benefitanalysisforarchitecturechoices.Providedleadershipinallkeyareas,includingarchitecture,CNC,development,functionalandprojectmanagementroles.
LevelofSuccess
• Duringthecourseoftheproject,thescopeandbudgetweresignificantlymodified.ERP-Onewasabletomanagethechangesandcompletetheprojectaccordingtothemodifiedscopeandbudget.
• Postupgradeprojectsincludesomeitemstakenoutoftheoriginalscope.
LearningsGained
Underpreviousleadership,TheDistrictofSaanichinvestedminimallyininformationtechnology,includingtheirEnterpriseOneinstallation.Thisincludedalackofmaintainingknowledgeofthesystem,whichresultedinansituationwheretheDistrictwasunsureoftheircurrentsystemscapabilities,aswellaswhattheyrequiredinanupgradedsystem.TheRFPandtheresultingprojectwereaperiodofincreasedlearningfortheDistrictofSaanich,aswellasforERP-One.ERP-OnewasabletosuccessfullyadapttotheDistrictofSaanich’schangingrequirementsandtheirstartinglackofknowledge.Althoughtheprojectwasnotwithoutitssetbacks,thego-livewassuccessfulandERP-OneandtheDistrictofSaanichhavefosteredacontinuingpartnershipfocusedonabetterunderstandingoftheDistrict’srequirements.
![Page 24: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/24.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
22
5 References
Responder shall provide contact information for a minimum of three (3) individuals who can comment on their professional work, preferably public sector related. Responder shall include contact name, entity name, phone, fax, email and physical address of each reference. Please also include a description of the project worked on and the role and responsibilities of the Responder during the project.
Responder Response
ReferenceCompany Description
ContactName:SohnaliDeLivera,PMPApplicationSupportCoordinatorEntityName:TownofOakvillePhoneNumber:905-845-6601,ext.3027Fax:n/aEmail:[email protected]
ProjectDescription:Weprovidead-hocservicesforCNCanddevelopmentneedsbaseduponsubmittingaresponsetoanRFQverysimilartothisone.WesubmittedapriceperhourforresourcesandTownofOakvilleasksustoprovidethoseserviceswhenneeded.
ContactName:WlodMalaszukDirector,SystemDevelopmentEntityName:MorneauShepellInc.PhoneNumber:416.391.6604Fax:n/aEmail:[email protected]
ProjectDescription:WehaveperformednumerousEnterpriseOneconsultingprojectsforMorneauShepellsince2014.Forexample:
• EnterpriseOneEnterpriseOne9.2TechnicalUpgrade
• ToolsReleaseUpgrade• BSSVInstallation• JDEdwardsSupportServices• SSOusingOAM
Inaddition,webeganprovidingCNCManagedServicestoMorneauShepellin2017.
ContactName: ProjectDescription:
![Page 25: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/25.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
23
KennethHessDirector,EnterpriseApplicationsEntityName:PacificSteelPhoneNumber:406-791-8564Fax:n/aEmail:[email protected]
ERP-OnehasbeentheprimarypartnerforERPsupportandservicesfor3yearsnow.Weprovidedevelopment,project,technicalandsomefunctionalconsulting.• Bucketofdevelopmenthours• Multipleprojectsincludingamajorupgradeto
theirfinancialareatoaccommodateacompletelynewsteelprocessingsolution
6 Availability
6.1 Does Responder require a minimum number of hours for each project?
Responder Response
Weareabletoworkwithinthecounty’sparametersanddonotrequireminimumhoursperproject.
6.2 Is Responder available to work nights, weekends, and/or holidays if required for critical or time-sensitive project? If yes, please provide any applicable costs associated with nights, weekends, and/or holidays in Section 2 of Response Form 2 – Pricing.
Responder Response
Yes,weareabletoprovidetheseservices.Theimpactonpricing(10%ratepremium)isprovidedinResponseForm2.
7 Ability to Provide Scope of Services
The following is a list of work duties that are anticipated under this contract. This list is not meant to be all inclusive and duties may be expanded based on the County’s needs. Responders shall identify which of these services they will be able to provide under this contract.
Please note the skill level according to the key below and the number of years of experience with each.
*N = Novice M = Moderate E = Expert
JDE Application Skill Level* Number of Yrs. Financial Management
Accounts Payable E 15 Accounts Receivable E 15
General Accounting E 15 General Ledger E 15
![Page 26: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/26.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
24
Budgeting E 15 Capital Assets E 15
Job Cost Accounting E 15 ACH Supplier Payments E 15
Purchasing & Distribution (not inventory or sales order processing) E 15 Supplier Self Service E 15
Subcontract Management E 15 Advanced Contract Billing E 15
Expense Management E 15 Human Capital Management
Workforce/Human Resources Management E 15
Position Budget Management E 15 Benefits Administration E 15
Payroll/Payroll Automation E 15 Employee Self Service E 15
Global Leave Management E 15 Time Entry E 15
Health & Safety E 15 Reporting/ System-Wide
Master Business Functions (MBF) E 6* BI Publisher E 4*
Insight/Hubble or Reports Now Reporting E 6* One View Report Management E 6*
Workflow Management E 6* JD EnterpriseOne 9.2 Upgrades (Application & Tools) E 10*
QSoftware for Security Management E 8* Address Book E 10*
E1 Pages E 5* Development (for Individual Responders Only)
Object Management Workbench (OMW) SQL Programming, Reporting, Query
C or C++ Programming Java
Named Event Rule (NER) Business Functions (BSFN)
JDE EnterpriseOne Programming/Development
* Years’ experience indicates ERP-One’s corporate experience (minimum values are given).
8 Conformance to Terms and Conditions of the Contract
Please note that taking exception to any Terms and Conditions may affect your evaluation score. Both the number of exceptions and the severity of the exceptions will affect your score and your proposal may be deemed non-responsive. Any exception not contained within this section of the response form shall be deemed invalid and will not be considered.
Responders that take exception to any Terms and Conditions shall justify their exception and include proposed language in space provided. Additional pages may be added as long as they are clearly referenced in the spaces provided.
ERP-One Consulting Inc. ___ have read, understand, and shall comply with all Terms and Conditions. Responders that accept the County’s Terms and Conditions and Instructions shall check YES to clearly indicate their acceptance. Responders who take exception to the County’s Terms and Conditions and Instructions shall check NO and clearly indicate their exception(s) and provide Responder’s suggested language.
![Page 27: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/27.jpg)
RFP-173223 JD Edwards EnterpriseOne
Developer & Consulting Services Response Form 1
Pinal County
Finance Department 31 N. Pinal St., Bldg. A
P.O. Box 1348 Florence, AZ 85132
25
___x__YES, I acknowledge that I have read and understand all Terms and Conditions and will comply in any resultant contract.
_____NO, I acknowledge that I have read, understand all Terms and Conditions and will comply in any resultant contract with the exceptions listed below.
If Exceptions were taken (NO was checked above), please complete the following:
Responder shall cite the specific Term and Condition or Statement of Work requirement for which an
exception is taken:
Responder’s justification for the exception:
Responder’s suggested change in language:
End of Response Form 1 for RFP-173223 JD Edwards Enterprise One Developer & Consulting Services
![Page 28: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/28.jpg)
AppendixA
ResourceInformation-Subcontractors
JohnnyChu Education Training Strengths/Specialties
TechnicalExpertise
• B.Commerce
• JDEdwardsdevelopment
• OneWorldDevelopmentTools:• FormsDesignAid• ReportDesignAid• TableConversions• BusinessFunctionDesignAid• TableTriggerDesignAid• JDEdwardsPortal/HTMLdevelopment
anddesign• CustomLogo/BarCodedevelopmentin
JDEdwardsUBE• XMLPublisher• BIPublisher
FunctionalExpertise
ProgrammingLanguages Certifications EmployerName EmployerDates
JDEProductKnowledge:• GeneralAccounting
(A/RandA/P)• Sales/Purchase
OrderManagement• Equipment/Asset
Management• ProductData
Management• ShopFloorControl• HumanResource
Management• Payroll,andmore…
• Pleaseseeresume
• Pleaseseeresume
![Page 29: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/29.jpg)
MartaDiDomenico
Education Training Strengths/Specialties
TechnicalExpertise
• MBA–Finance• B.ScBusinessAdmin
• 20yearsJDEimplementation
• PMofPayroll,HR&Financialapplications
• Upgrades/ImplementationsofPayroll/HR/Finance
• AS/400• UNIX• AIX
FunctionalExpertise ProgrammingLanguages Certifications EmployerName EmployerDates
• JDEHR/Payroll• JDEFinance
• Pleaseseeresume
• Pleaseseeresume
FredHasse
Education Training Strengths/Specialties
TechnicalExpertise
• MBA• B.S(Comp.Science)
• OracleJDECNCFoundation
• OracleJDESystemAdministration
• OracleJDEDevelopment
• ASP.NETMVC
• ApplicationDevelopment/Design
• SystemImplementation
• CustomerIntegration• Enterprise
Architecture• ERP/HRISFunctional
Support
• HTML,CSS• JDEE1,E1EventRules• SSRS,SQLServer• DB2,Access,Oracle,IMS
FunctionalExpertise
ProgrammingLanguages Certifications EmployerName EmployerDates
• Java,JavaScript.jQuery,ASP.NET
• SQL,COBOL,RPG,CL
• Pleaseseeresume
• Pleaseseeresume
KarenHawke Education Training Strengths/Specialties
TechnicalExpertise
§ MBA,ITManagement
§ AdvancedGraduateDiplomainManagement
• EnvironmentalManagementCertificate
• PMODevelopmentandLeadership
• IS/ITServiceDelivery
![Page 30: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/30.jpg)
• Program/ProjectManagement
FunctionalExpertise ProgrammingLanguages Certifications EmployerName EmployerDates
• ProsciChangeManagementcertified
• Pleaseseeresume
• Pleaseseeresume
NolanLittle
Education Training Strengths/Specialties
TechnicalExpertise
• B.Sc(accounting/bus.admin
• OracleE1CNCImmersion
• OracleE1DevelopmentImmersion
• OracleE1• JASserver
Installation• SQLServerAdmin
• ERPimplementations• ERPsystem
ArchitectureDesignincludingBusinessContinuanceandDisasterRecovery
• Client/Serversystems• CNCupgrade/Install• CNCAdmin• JDEWeb&PortalServers• JDEBusServices• JDEOneViewReporting• E1Security• SQLOracle• ProjectManagement• AccountingandFinancialanalysis
FunctionalExpertise ProgrammingLanguages Certifications EmployerName EmployerDates
• Pleaseseeresume
• Pleaseseeresume
MatthewMurdoch
Education Training Strengths/Specialties
TechnicalExpertise
• BBA,CorporateFinance
• 8YearsofJDEClientImplementations
• Finance• OrdertoCash• SupplyChain
• OMW• MenuBuilding• Interactive&BatchApplicationVersion
Configuration• UTB
![Page 31: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/31.jpg)
FunctionalExpertise ProgrammingLanguages Certifications EmployerName EmployerDates
• GeneralAccounting• AR&AP• FixedAssets• SalesOrder• AdvancePricing• Inventory
Management• Procurement
• JDEdwardsFinancialManagementCertified
• JDEdwardsPre-Sales
ConsultingCertified
• Pleaseseeresume
• Pleaseseeresume
BillPatow
Education Training Strengths/Specialties
TechnicalExpertise
• BSCS,ComputerScience
• JDESecurity/TroubleshootingWorkshops
• VMSSystemsManagement
• HighSpeedLocalAreaNetworks,NetWorld+Interop
• SystemsandNetworkAdministration
• ITInfrastructureDevelopment
• HostingExperience• DatacenterMigration
• Integration• Websphere• Unix• Databases• WebLogic• SoftwareDocumentation• Servers• JDEdwards
FunctionalExpertise
ProgrammingLanguages Certifications EmployerName EmployerDates
• JDECNCCertification• JDEOneWorldSystem
ConfigCertification
• Pleaseseeresume
• Pleaseseeresume
DebSalwei
Education Training Strengths/Specialties
TechnicalExpertise
• MBA• B.Sc.IT
• 21YearsJDEBusinessAnalysis/ProjectManagement
• JDEProjectManagement
• JDEHR/Payroll• Development
• OMW,RDA&FDA• BSSV• BIPublisher• OraclePL/SQL
FunctionalExpertise ProgrammingLanguages
Certifications EmployerName EmployerDates
![Page 32: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/32.jpg)
• ProjectManagement
• JDEHR/Payroll• Self-Service
• CurrentlyenrolledinPMPcertification(PMI)
• Pleaseseeresume
• Pleaseseeresume
HelenZhang Education Training Strengths/Specialties
TechnicalExpertise
• JDEcustomapplications
• Reportsanddataconversioninterfaces
• JDEEnterpriseOneXEto9.1Toolsreleaseupdateto9.1.3
• RDA–FDA–PowerForms• BusinessFunctions(C)• JavaBusinessServicesDesign• OVR:OneViewReporting• BIPublisher• OBIEE• Create!Form• OraclePL/SQL-SQLplus• MSSQLServer• AS400–UNIX–Windowsplatforms
FunctionalExpertise ProgrammingLanguages Certifications EmployerName EmployerDates
• Comprehensivebusiness/functionalunderstandinginDistribution,Finance,Jobcosting,EquipmentManagement,HRandPayrollmodules
• OriginaldeveloperoftheHealthandSafetymoduleofJDE
• JDEEventRules• Java• C++• .Net
• Pleaseseeresume
• Pleaseseeresume
![Page 33: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/33.jpg)
ResourceResumes–SubcontractorsandEmployees(alphabeticalbylastname)
1
JohnnyChuJDEDeveloperProfile
Experiencedconsultantwithin-depthexposureanddevelopmentknowledgeoftheJDEdwardsOneWorldsoftwarepackage.Possessexcellentcommunicationandbusinessanalysisskills.Demonstratesproficiency,professionalism,andknowledgeinavarietyofrolesrangingfromapplicationdevelopertoteamleadpositions.
Withover15yearsofdirectJDEdwardsOneWorldexperienceandover35projectimplementations,IhaveworkedextensivelywiththeJDEdwardstoolsetindevelopinghighlycomplexapplicationsandreports.Inadditiontomydevelopmentknowledge,Ihavealsogainedthroughmyexperience,asolidunderstandingoftheCNCadministrationwithinJDEdwards.Ihavealsosuccessfullyfilleddevelopmentteamleadpositionsandprojectleadroles.Besidesfromprovidingtechnicalexpertisetoclients,Ihavealsoperformeddetailedsystemsdesign,writtentechnicalspecification,performedbusinessanalysis,feasibilitystudies,developmenttrainingandmentoringrolestonumerousclients.
WorkExperience(SelectiveList)
MeridianERPConsultingSeniorERPSoftwareArchitect 2015toPresentClient:PacificSteel
• Seniordeveloperforclient'sE1implementationofvariousprojectswithintheirexistingE19.0system
• ManageCNCprocessandproceduresforpackagepromotionandobjectmanagement
• Performedbusinessprocessanalysistoensurethatcustommodificationsarejustifiedandin-linewithbusinessprocess
• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment
• ResponsibleforcustomdevelopmentinXMLPublisher,Finance(A/P,A/R)customdevelopment,BIPublisher,CSMS,SalesOrder,InterfacestoandfromOracleEnterpriseOnewith3rdpartysoftware
SeniorERPSoftwareArchitect 2013toPresentClient:ServiceNewBrunswick
• Leddevelopmentteamforclient'sE1upgrade/implementationtoE19.10• Mainseniordeveloperresponsibleforoverallstrategyanddevelopment
guidelines• ManageCNCprocessandproceduresforpackagepromotionandobjectmanagement
Snapshot
Education• B.Commerce,UofAlberta,1998JDEProductKnowledge• GeneralAccounting(A/RandA/P)• Sales/PurchaseOrderManagement• Equipment/AssetManagement• ProductDataManagement• ShopFloorControl• HumanResourceManagement• Payroll• JobCosting• SupplyChainManagement• CustomerServiceManagement• Activity/AdvancedCostAccounting• RequisitionSelfService/eRequisition• HREmployeeSelfService• TimeManagement• WorkforceManagement• AdvancedPricing• HousingandWarranty• ExpenseManagementJDETechnicalKnowledge• OneWorldDevelopmentTools:• FormsDesignAid• ReportDesignAid• TableConversions• BusinessFunctionDesignAid• TableTriggerDesignAid• JDEdwardsPortal/HTML
developmentanddesign• CustomLogo/BarCodedevelopment
inJDEdwardsUBE• XMLPublisher• BIPublisher• ThirdPartyprintpackagesincluding
Create!FormandFormscape
![Page 34: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/34.jpg)
2
• Performedbusinessprocessanalysistoensurethatcustommodificationsarejustifiedandin-linewithbusinessprocess
• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• ResponsibleforcustomdevelopmentinXMLPublisher,Finance(A/P,A/R)customdevelopment,BIPublisher,
HR/Payroll,InterfacestoandfromOracleEnterpriseOnewith3rdpartysoftware,E1Workflow• Designcustomdevelopmentfornewrequirementsfor9.10• MentorinternalstaffforE1developerrole
SeniorERPSoftwareArchitect 2014Client:Powerstream
• Assignedtodevelopmentteamforclient'sE1upgrade/implementationtoE19.1• Seniordeveloperresponsibleforoverallstrategyanddevelopmentguidelinesforclientimplementation• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• ResponsibleforcustomdevelopmentinXMLPublisher,Finance(A/P,A/R)customdevelopment,BIPublisher,
HR/Payroll,Procurement,InterfacestoandfromOracleEnterpriseOnewith3rdpartysoftware,E1WorkflowSeniorERPSoftwareArchitect 2013-2015Client:ReveraRetirementLiving
• Leddeveloperforworkflowproject• MentorinternalstafftoadviseandguidedeveloperswithbestpracticeandmethodologiesforE1developmpent• Assignedtodevelopmentteamforclient'sE1upgrade/implementationtoE19.1• Maindeveloperresponsibleforoverallstrategyanddevelopmentguidelines• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• ResponsibleforcustomdevelopmentinXMLPublisher,Finance(A/P,A/R)customdevelopment,BIPublisher,
HR/Payroll,InterfacestoandfromOracleEnterpriseOnewith3rdpartysoftware,E1Workflow,andSCMmodulesSeniorERPSoftwareArchitect 2014-PresentClient:SIGA
• Assignedtodevelopmentteamforclient'sE1upgrade/implementationtoE19.1• Leddeveloperresponsibleforoverallstrategyanddevelopmentguidelines• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• ResponsibleforcustomdevelopmentinXMLPublisher,Finance(A/P,A/R)customdevelopment,BIPublisher,
HR/Payroll,InterfacestoandfromOracleEnterpriseOnewith3rdpartysoftware,E1Workflow,SCM/Procurementmodules
• TraininternalstaffonbasicE1developmenttoolsSeniorERPSoftwareArchitect 2014-2015Client:BURNCORockProducts
• Leddevelopertoassistclientindaytodaysupport• Mentorandtraininternaldeveloperandadvisethemontrainingpath• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• ResponsibleforcustomdevelopmentinXMLPublisher,Finance(A/P,A/R)customdevelopment,BIPublisher,
HR/Payroll,InterfacestoandfromOracleEnterpriseOnewith3rdpartysoftware,E1Workflow,SCM/Procurementmodules
![Page 35: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/35.jpg)
3
SeniorERPSoftwareArchitect 2002-2013Client:CanadianNaturalResources
• Assignedtodevelopmentteamforclient'sE1upgrade/implementationtoE19.1• Mainseniordeveloperresponsibleforoverallstrategyanddevelopmentguidelines• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• ResponsibleforcustomdevelopmentinXMLPublisher,Finance(A/P,A/R)customdevelopment,BIPublisher,
HR/Payroll,InterfacestoandfromOracleEnterpriseOnewith3rdpartysoftware,E1Workflow• Assistinthedebuggingandresolutionofproductionissues• Conductedtrainingworkshopsfor3internaldevelopersandmentorthemastheyprogressedintoE1
developmentSeniorERPSoftwareArchitect 2010-2014Client:BordeauxHomes
• Assignedtodevelopmentteamforclient'sE1system• Mainseniordeveloperresponsibleforoverallstrategyanddevelopmentguidelines• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• ResponsibleforcustomdevelopmentinXMLPublisher,Finance(A/P,A/R)customdevelopment,Housingand
WarrantymodulesSeniorERPSoftwareArchitect 2011-PresentClient:NorthAmericanConstructionGroup
• Assignedtoleaddevelopmentteamforclient'sE18.12system• WorkwithOracleE1outputandintegratewithCreateFormsoftware• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• DevelopcustomapplicationsfortheFinance,Payroll,HumanResources,JobCost,andCSMSmodules• ManagecustomizationswithintheFinance,Payroll,HumanResources,JobCost,andCSMSmodules• Workwithorganizationtocreatenewinstance(s)ofE1fordivestitureofassets
SeniorERPSoftwareArchitect 2011-2012Client:PTIGroup
• Assignedtodevelopmentteamforclient'sE1system• DebugstandardJDEworkflowandincorporateescalationanddistributionhierarchy• Designedcustomworkflowsolutiontomeetbusinessneedsanddevelopmentmethodology• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment
SeniorERPSoftwareArchitect 2009-2010Client:SuperiorPropane
• PartoftheteamtoupgradeclientsystemontoEnterpriseOne8.12• Assignedtodevelopmentteamforclient'sE1system• Oneoftheseniordevelopersresponsibleforoverallstrategyanddevelopmentguidelines• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• Responsibleforcustominvoicingsolution,AR,Procurement,Salesorder,AP,PaymentProcessing,CRM,
Distribution,AdvancedPricing,custompaymentplanapplications,andthirdpartyinterfacecustomizationsandmodificationsincludingOBTC(onboardtruckcomputer)
• Designedmajorcustomapplicationsincludinginvoicing,EPP,andBudgetPlanningtomeetclientcustomrequirements
![Page 36: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/36.jpg)
4
SeniorERPSoftwareArchitect 2007-2012Client:AlbertaEnvirofuels
• PartoftheteamtoupgradeclientsystemontoEnterpriseOne8.12• Leddevelopmentteamforclient'sE1systemresponsibleformaintenanceandnewdevelopment• ResponsiblefordeliveringcustommodificationstoapplicationsandcustomreportsintheFinance,Asset
Management,TimeEntry,WorkOrder,andHumanResourcesmodules• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Coordinatedmodificationtestingwithapplicationteam• WorkedwiththeCNCgroupandChangeControlteamtoensurethatpackagesincludeallrequiredobjectsinto
theappropriateenvironments• Ensurethatclienttestingofcustomcodeissuccessful• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• Adviseclientonsolutionsandapproachtoapplicationandtechnicalissues• Designanddevelopcustombarcodingapplication
SeniorERPSoftwareArchitect 2006-2007Client:CEFranklinLtd.
• Leaddevelopmentteamforclient'sOneWorldXesystem• ResponsiblefordeliveringcustommodificationstoapplicationsandcustomreportsintheAssetManagement,
Finance,andDistributionmodules• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Coordinatedmodificationtestingwithapplicationteam• WorkedwiththeCNCgroupandChangeControlteamtoensurethatpackagesincludeallrequiredobjectsinto
theappropriateenvironments• Ensurethatclienttestingofcustomcodeissuccessful• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• MentoredandtrainedinternaldevelopersforOneWorlddevelopment
SeniorERPSoftwareArchitect 2005-2009Client:ShellCanada
• LedMeridiandevelopmentteam(4-7resources)forclient'sOneWorldXesystem• ResponsiblefordeliveringcustommodificationstoapplicationsandcustomreportsintheHR,Payroll,Asset
Management,Finance,Distribution,andActivityCostAccountingmodules• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess• Coordinatedmodificationtestingwithapplicationteam• WorkedwiththeCNCgroupandChangeControlteamtoensurethatpackagesincludeallrequiredobjectsinto
theappropriateenvironments• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment• Customdevelopedclient’sOilSandsAccountingSystem• DevelopedstrategyandcustomtableconversionstoloadJDEtablesfromexternaldatasources.
SeniorERPSoftwareArchitect 2008-2013Client:WestjetAirlines
• Assignedtodevelopmentteamforclient'sOneWorld8.11team• Responsiblefordesigninganddevelopinganintegratedemployeedrivenrequisitionsolution(RequisitionSelf
Service)• WorkedwithCNCandtechnicalteamtoensurewebaccessandwebcodewasworkingproperly• Coordinatedandmanagedcustomdevelopmenteffortstoensurethatcodewasbeingpromotedinlinewith
companyprocess
![Page 37: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/37.jpg)
5
• AssignedtohelpimplementtheHR/Payrollmodulebyprovidingcustomsolutiondesignanddevelopmentduties,
andtoworkwith3rdpartyvendorstodevelopinterfacestoandfromE1system.
• LeaddeveloperfortheE19.0projectteam
• MaindeveloperforthePayroll,RequisitionandHumanResourcesmodule
• Managedretrofitsandanalysisofnewlogicrequiredforthe9.0system
• Mentorandtraininternaldevelopersonbestpracticeanddevelopmentmethodologies.
SeniorERPSoftwareArchitect 2002-2005Client:EnCanaCorporation
• Assignedtodevelopmentteamforclient'sOneWorldXeimplementation
• ResponsiblefordeliveringcustommodificationstoapplicationsandcustomreportsintheHR,Payroll,Asset
Management,andFinancemodules
• Performedbusinessprocessanalysistoensurecustommodificationsjustifiedandin-linewithbusinessprocess
• Coordinatedmodificationtestingwithapplicationteam
• WorkedwiththeCNCgroupandChangeControlteamtoensurethatpackagesincludeallrequiredobjectsinto
theappropriateenvironments
• Ensurethatclienttestingofcustomcodeissuccessful
• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment
• WorkedwithCNCtoensurethatallmodificationsweresuccessfullyrunningviathecustomJDEportal
• DevelopedstrategyandcustomtableconversionstoloadJDEtablesfromexternaldatasources
• DesignedanddevelopedcustomTime/LabourEntrysystem,includingbusinessfunctions,applications,reports
anddataloadUBE’sforclientusingtheJDEtoolsetandensuringthattheapplicationissuitablefortheJDEportal.
• Supportandenhanceclient’scustomHRhistorytrackingsystem
SeniorERPSoftwareArchitect 2001-2002Client:FlintEnergyServicesLtd.
• Assignedtodevelopmentteamleadroleforclient'sOneWorldXeimplementation
• ResponsibleforallcustommodificationsinSCM,Finance,CSMS,Payroll,HumanResources,Equipment
Management,FixedAssets,andJobCost
• Manageddevelopmentresourcesanddevelopmenttimelinestoensurethatallrequiredworkisdeliveredto
clientonschedule
• Developedandintegratedcustomapplicationsandreportstomeetclient'sbusinessneeds
• Co-ordinatedallpackagedeploymentstoensurethatallcustomcodeisinappropriateenvironments
• WorkedwithCNCtocoordinateESUinstallationsanddeterminedbestcourseofactiontominimizetheimpactto
thebusiness
• Performedbusinessanalysisdevelopmenttoensurecustommodificationsjustifiedandin-linewithbusiness
process
• Responsibleforalldeliverablestoclient
• Determinedidealmethodtomeetclient'smodificationrequesttoallowclienttobestleveragetheirinvestment
• Providedcompletedocumentationofallcustomizationtosystem
• TrainedclientresourcesinJDEdwardsobjectdevelopment
![Page 38: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/38.jpg)
1
Terry DobbsCNC Consultant, Toronto, Ontario
Summary/HighlightsTerryisanEnterpriseOneCNCwithastrongITanddevelopmentbackground.HisextensivetechnicalabilitypairedwithhisunderstandingofdevelopmentprocessesprovideTerrywithauniqueskillsetthatallowshimtotroubleshootandsolvevariousclientissues.Terryhasaprovenabilitytomeettechnologicaldemandsinanefficient,costeffectivemanner.
EmploymentHistory(SelectiveList)
CNCConsultant,ERP-OneConsulting2013–Present• CNCConsultantsupportingmultiplecustomerswithvarioustasks
rangingfromeverydayissuessuchaspackagebuildsandESUinstallationstocriticalissueslikesystemdownevents
• PerformedmultiplesuccessfulJDEdwardsupgrades• WorkedonnumeroussuccessfulclientprojectssuchasJDEserver
upgrades/re-platforming,toolsreleasesupgrades,environmentcreations,newJAS/AIS/BSSVserverinstallations,thirdpartyintegrationssuchasarchivinganddisasterrecoverysolutions.
• CreationofJDEdwardsmobileapplicationstomeetclientbusinessprocesses
• Reportwriting,developmentsupportandinterfaceconfiguration
CNCSupportAnalyst/Developer,AssociatedBrands2006–2013• PrimarysupportpersonfortheJDEdwardsimplementationanddaytodayoperations• Responsiblefordevelopingallcompanyreportsduringtheinitialgo-liveandsubsequent
acquisitions• Developedtableinteroperabilityprogramsthatallowthemassimportofcompanydata.• CreatedcustomJDEdwardsformstosimplifyandenhancevariousmanufacturingprocesses• InstalledCreate!formanddevelopedmultipletemplatestotransformJDEdwardsstandardpdf
outputforvarioustypesofcustomerfacingdocuments.• UsedOracleBIPublishertocreatedocumentstomeetthecompany’sneedssuchasbillofladings
andothercustomitems.• ResponsibleforendusertrainingJDEdwardsfunctionality• ResponsibleforthemanagementandsupportoftheentireITInfrastructureincludingSQL,
MicrosoftExchange,ActiveDirectoryandvariousothernetworkappliances
TechnicalSkillsSnapshotJDEdwardsCNC&Development• ExtensiveJDEdwardstechnical
experience• JDEdwardsimplementationand
upgradeexperience• ToolsReleaseUpgrades• JDEdwardsdevelopment
(reports,forms,BSFNs,mobileapplications)
• Troubleshooting• Endusertraining
Education&CertificationsComputerSystemsTechnician–NetworkSystemsDiplomaMohawkCollegeOracleJDE9.xConfigurableNetworkComputingCertifiedImplementationSpecialistMicrosoftCertifiedSystemEngineer(MCSE)
![Page 39: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/39.jpg)
2
ProjectExperience(SelectiveList)
OvertenyearsofJDEdwardstechnicalexperienceinCNC,support,implementationandreportwritingmake
TerryavaluableassettoourcustomersandtoERP-One.
Client:ReveraLiving–Workedontheteamresponsibleforthesuccessful9.1upgrade,responsiblefor
manydaytodaytroubleshootingandsupportstasksClient:PowerStream–Primarytechnicalresourceontheirsuccessfulmovefroman8.12AS400systemtoa
Windows/SQLbased9.1system
Client:ATSAutomation–Responsibleforperformingtheirsuccessfulupgradeto9.1
Client:CityofGuelph–WorkedwithCityofGuelphduringtheir9.1upgradecreatingvariouscustomer
facingdocumentssuchaschequesandinvoices
Client:KCLS(KingCountyLibrarySystem)–ResponsiblefororganizingandexecutingtheirsuccessfulJD
Edwardsmovetoupgradedhardwareandoperatingsystemlevels
![Page 40: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/40.jpg)
Marta DiDomenico
Senior JDE HR Consultant / Project Manager
Profile
Marta is an accomplished JDE Senior Consultant/Project Manager with over 20
years’ experience in the implementation and project management of Payroll,
HR and Financial applications. She is experienced in versions World, One
World, Enterprise One 8.10 through 9.2. She has excellent analytical, problem
solving and leadership skills.
Recent Professional Experience
Double D System Consultants, Inc. 2000 – present Senior JD Edwards Consultant & Project Manager
• Works with clients through JDE software implementations and upgrades, including project planning,
project tracking, issue resolution and process mapping.
• Analyzes customer business flows and requirements.
• Recommends process improvements and assigns tasks to project team.
• Leads meetings with clients to discuss project issues and status. Troubleshoots client issues before,
during and after Go Live. Acts as a liaison between C level executives and project team. • Works with technical resources to provide conversions, interfaces, custom applications and reports.
• Tests modifications and updates to ensure client’s needs and requirements are met. • Provides software training for HR/Payroll/Benefits to both super users and end user and produces
project/setup documentation. • Converts payroll history • Leads teams of HCM consultants on large projects, ensuring that all standards are being met.
Recent Projects Lead HR/Benefits/Payroll consultant: City/Government (6 months)
• Assist with year-end benefits changes • Implement several JDE employee and manager self-serve modules
Lead HR/Payroll consultant: Services Company (5 months)
• Implement FLSA compliance for blended rate using Timecard Automation Lead HR/Benefits/Payroll consultant: Construction/Maintenance Company (9 months)
• Lead team of 4 HCM consultants to re-implement older version of JDE (XE) that had not been used in over 2 years
Lead HCM/Benefits consultant: Manufacturing Company (13 months)
• Implement HCM across 35 countries in Europe and Asia. • Interfacing to multiple payroll systems.
Skills/Education Snapshot • MBA - Finance • B.Sc. – Business Admin • Trilingual: English, Spanish
and Portuguese • JDE versions thru 9.2 • JDE HRM/Payroll/Benefits • Mgr. /Employee Self-
Service Modules • JDE Finance • JDE Project Management
![Page 41: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/41.jpg)
Lead HR and Financial consultant – Services Organization (9 months) • Upgrade from JDE XE to 9.1 • Process improvement
• Implementation of partial Employee Self-Service and Manager Self-Service modules
• Retrain Payroll and Accounting employees in all HR and Financial processes and provide ongoing support.
Lead HR/Benefits consultant – Manufacturing (5 months) • Worldwide HCM project involving HCM for US, Canada, Latin and South America • Implement e-Recruit • Design workflow for Recruitment Management and Employee Management • Work with teams in Canada, Argentina and Brazil to design processes for each country
![Page 42: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/42.jpg)
Christopher Glaspy
CNC Administrator – Managed Services
Summary/HighlightsChrisisastrongCNCconsultantwithexceptionaltroubleshootingandproblemsolvingskills.Withover15yearsofITexperience,includingeightwithJDEdwards,Chrisbringssolidunderstandingandawealthofknowledgetohiscustomers.
WorkingforJDIrving,Chrisgainedvaluableknowledgeandexperienceworkingonalargeprojectandimplementingbestpracticesandprocedures,whilesupportinganextremelycomplexenvironmentwithmultipleplatformsandreleases.ChrisnowusestheseskillstosupportnumerousERP-Oneclients.
EmploymentHistory(SelectiveList)
ERP-OneConsulting,CNCAdministrator 2012–Present• Packagebuildsanddeploys• OMWmanagement,promotionsandcoordination• Dailyhealthchecksformanagedservicescustomers• GeneralCNCsupport;datasources,OCMs,ESUs,PathCodes,
troubleshooting,environmentconfiguration• Creationofproceduralandclientdocumentation• BSSVsetupandsupport,advancedwebserverconfiguration• ToolsReleaseupgrades• JDEIntegrationsupport
JDIrving,CNCAdministrator 2006–2012• PrimarysupportforOneWorldXE,EnterpriseOne8.10,9.0instances• Configuredandsupported800plusclientsonmultiplewebplatforms• LeadadministratorforEnterpriseOnesecurity• Advancedscriptingandmonitoringconfiguration• Environmentconfiguration,refreshesanddesignforprojects• Creationofenduserdocumentation,operationalrunbook
JDIrving,NetworkAdministrator 2001–2006• Setupandsupportofnetworkhardware• Infrastructureprojectsupport,processimprovement• ServerBuilds
TechnicalSkillsSnapshotSkills• SQLServer/Oracle
administration• Advancedscriptingandprocess
automation• MCP• A+• MCDSTCNC• Installationandconfiguration
ofwebdevelopmentclients• Webserverinstallationand
configuration• ServerManagerinstallation
andconfiguration• Environmentconfigurationand
refreshes• Packagebuildsand
deployments• Integration
Education
B.Arts,UniversityofNewBrunswick
MISCertificate,NewBrunswickCommunityCollege
![Page 43: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/43.jpg)
Fred Hasse
Senior JDE Developer
Profile
Fred is an energetic, results-oriented IT professional with a diverse set of talents managing several teams and groups, managing projects in multiple business areas, and developing complex applications. He is an accomplished leader, business analyst, development manager, developer, and trainer. Fred is also an excellent communicator who collaborates well with all levels of an organization. He prides himself in adaptability in a constantly changing environment and as being a lifelong learner through attending vendor training, workshops, technical forums, and conferences. He engages in continuous efforts to train and mentor peers and customers.
Recent Professional Experience
Savant Capital 2016 – Present Applications Support Manager
• Software Design
• Enterprise Architecture
• Software Development
• Software Implementation
• Project Leadership
• Continuous Improvement
• Developed and maintained several .NET MVC applications. • Created and modified key company and client reports using Microsoft SSRS.
Wenlock Solutions, LLC 2016 –Present Consultant
• Lead designer and developer on large customer integration applications
• Architect on several application integration projects
• Trainer for software development tools.
ASSA ABLOY, Remote 2015-2016 JDE Technical Team Leader
• Developed applications to automatically monitor output queue and e-mail output to designated
users.
• Serve as key interface with many business teams to manage key development initiatives.
Skills Snapshot • Application
Development • Systems Implementation • Customer Integration • Team Building • Enterprise Architecture • ERP/HRIS Functional
Support • Application Design • Vendor Management • Process Re-engineering • Application Integration • Solutions Delivery • Project Management • Development
Management • Customer Service • IT Strategy and
Governance • Software Selection • IT Service Desk
![Page 44: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/44.jpg)
Packaging Coordinators, Inc. 2008-2015 Director, Enterprise Systems Systems Analyst/Developer
• Software Design • Software Development • Enterprise IT Strategy • Enterprise Architecture • Project Leadership • Software Implementation and Integration • Oversight of 13 IT associates • Continuous Improvement
Key Accomplishments
• Successfully led serialization integration with major customer. • Served as Project Leader, Designer, and Developer on JDE upgrades (Xe to 8.12, and 8.12 to 9.1) and
several custom interfaces with key customers. • Chief Architect of large applications and technology solutions. • Extensive JDE 9.1, 8.12, and Xe development experience including PowerForms, interactive
applications, batch applications, table conversions, NERs, BSFNs, Real Time Events, and Business Services.
• Developed several B2B and A2A interfaces using tools such as Microsoft BizTalk, DoubleTake Share, ZMOD, and SQL Stored Procedures.
• Designed and developed set of applications used as key IT controls for Sarbanes-Oxley compliance. • Replaced JDE job scheduler with Help/Systems Robot Scheduler. • Successfully built a global staff through skill identification and mentoring. • Developed a strong customer service vision within team leading to extremely positive relationships
with internal and external customers. • Orchestrated cross-training initiatives to ensure full back-up support and minimize risk. • Adopted enterprise security policies across all PCI sites to protect information assets. • Managed vendor and consultant relationships. • Provided technical support for various federal, state, and customer audits. • Supported many Transformation and Continuous Improvement initiatives utilizing skills acquired
through Lean Six Sigma and Achieving Competitive Excellence (ACE) training.
![Page 45: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/45.jpg)
1
KarenHawke,MBA-ITMProjectManagerProfile
Aself-motivatedstrategicthinkerwithareputationforidentifyingproblems,developinganddeliveringsolutionsaswellasenhancingstaffeffectivenessthroughstrongteambuildingandleadershipskills.Consistentlyimplementsprogramsthataddvalueandprojectsthatmeetmanagement’sexpectationsandprojectobjectives.EarnedanMBA-ITM(ITManagement)andAdvancedGraduateDiplomainManagementfromAthabascaUniversity.ProsciChangeManagementcertified,currentlycompletinganEnvironmentalManagementCertificatefromtheUniversityofCalgary.
ExperienceHighlights
§ Leda$3.8millionprojecttotechnicallyupgradeEncana’sJDEsystemfromXe7333toEnterpriseOne9.1.Componentsconsistedof1)implementingandsupportingthebasesystem,2)dataconversion,validationandmigrationofapproximately3TBofdata,3)modifyingandupliftingcustomcodewhichconstituted46%ofthecodebase,4)retrofitting,testingandmigrationof158interfacesand5)transitioningtheupgradedsystemtooperations.Result:Thetechnicalcut-overwasaccomplishedwithminimalissuesandthesystemwentliveasscheduled.
§ Managedanaggressive3-month$3.2millionprojectfortheAlbertaEnergyRegulatordesignedtocreateroadmapsforremodelingtheentireITinfrastructureinsupportofamajorbusinesstransformationinitiative.OversawthevendorastheyengagedadiversegroupofITstakeholderstoscopeandexecuteeachofthenineworkstreams.Result:Allroadmapswerecreatedonscheduleandacceptedbytheclient.
§ EstablishedaPMOmanagedserviceforCenovusbasedonindustrystandardbestpractices.Thecoreteamprovidedoversighttoapproximately200in-flightprojectsmanaged54ProjectManagers.StandardreportingprocesseswereimplementedprovidingITleadershipvisibilityintotheentireprojectportfolio.Thematurityofcurrentstateprocesseswasassessedanda3yearPMORoadmapcreatedtoachievebothshort-termandlong-termgoals.Result:EstablishedasolidfoundationfromwhichtogrowthePMO.
§ AchievedAccenture’scontractedservicelevelagreements(SLAs)bycreatingandimplementingstandardworkflowprocessesandmotivatingstafftoachievethroughsolidleadershipandperformancemanagementstrategies.Result:ChangeRequestResponsivenessSLAincreasedfrom34%to92%in6months.SystemBuildtimelinessSLAincreasedfrom54%to92%in5monthsandqualityfrom70%to98%in3months.
§ Managedavarietyofprogramsandprojectswithbudgetsrangingfrom$100,000to$5.5millionandteamsof3to60staff,contractorsandserviceproviders.ProjectsincludeamajorERPupgrade,vendorandapplicationselections,technologytransformationroadmapping,infrastructureimplementationsandupgrades,COTSimplementations,customapplicationupdatesanddiscovery/validationprojects.
Snapshot
Education
AthabascaUniversity
§ MBA,ITManagement,2003§ AdvancedGraduateDiplomain
Management,1999SimonFraserUniversity§ ExecutiveManagement
DevelopmentProgram,1996
Strengths• PMODevelopmentandLeadership• IS/ITServiceDelivery• Program/ProjectManagement
![Page 46: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/46.jpg)
2
WorkExperience(SelectiveList)
McPherson,Hawke&AssociatesInc.,Calgary,AB 2007-2015
Asasmallbusinessowner,providedspecializedconsultingservicestoclients.PrimaryfociwereITPMOdevelopmentandleadership,portfoliomanagementandprogram/projectmanagement.ITCapitalBudgetConsultant–NexenInc.,CalgaryAB2015AssistedthePMOManagerinplanningandexecutingthe2016ITCapitalBudgetprocess.Gathered,trackedandreportedonbudgetdataprovidedbytheITManagers.DevelopedandmaintaineddetailedMSExcelreportsandgraphs.UpdatedtheCIOPowerPointpresentationasdatawasrefinedandthemessagesolidified.CreatedaTotalCostofOwnershiptemplateandcoachedITManagersonitsusage.ProvidedBusinessCasetraining.
ProgramAdvisor–AlbertaEnergyRegulator,Calgary,AB2015ReportingtotheDirector,InfrastructureServicesandtheChiefTechnologyOfficer,co-managedtheaggressivestartupandexecutionofa$3.2MMprogramdesignedtolaythefoundationforremodelingtheITinfrastructureinsupportofamajorbusinesstransformationinitiative.
• TheProgramoversawnineprojects1)EnterpriseSecurityRoadmap,2)NetworkRedesign,3)DataCentreRedesign,4)ITSMImplementation,5)ExchangeUpgrade,6)Availability,Capacity,PerformanceMonitoring,7)StrategicRoadmap,8)IdentityManagement/ActiveDirectoryand9)QuickWins.
• Builtandimplementedanengagementmodelinsupportofthevendor’s(ComputerSciencesCorporation)programstructuretoensuresufficientandappropriateAERstaffengagementwithineachproject.
• Implementedagovernanceframeworkformakingprojectdecisionsincludingadecisionmakingmatrixidentifyingthedecisionmakersforvariousprogramandprojectrelateddecisions.Developedthestructurewithinwhichindividualprojectengagement,directionandresultingdeliverablesdecisionswerereached.Facilitatedtheprocesstowarrantclearandauditableoutcomes.
• ProvidedregularSteeringCommitteeupdatesandday-to-dayoversightofthevendorensuringaccesstoAERstaffandartifactsfordiscoverypurposes.AlsoprovidedregularbudgetupdatestoITFinance.
JDETechnicalLead–AltaGas,Calgary,AB2013–2014ReportingtotheDirectorofITandtheJDEProjectManager,actedastheClientadvocate,representingAltaGas’technicalinterestsontheJDEImplementationProjectaswellasmanagedadiversesetofCNCandoperationalprojectsinsupportoftheimplementation.
• Facilitatedtechnologyrelateddecisions,ensuringappropriateStakeholderengagement.• EngagedregularlywithOracleProjectManagementtoensureITalignment.• Identified,assessedandmanagedprojecttechnicalrisksandissues.• BuiltsolidworkingrelationshipswiththeFunctionalprojectteams,ensuringahighlevelof
communicationandengagementwiththeTechnicalteams.• WorkedwiththetechnicalteamtodevelopandimplementastrategytodeploytheenterpriseJDE
systemover3disparatenetworks.• ManagedaninformalRFPprocesstochooseManagedServiceProvidersfortheAS400/DB2andCNC
sustainmentfunctions.• WorkedwithHewlettPackardtoplanandexecuteaperformancetestingprojectusingtheLoadRunner
tool.
![Page 47: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/47.jpg)
3
SeniorManager,PMO–FGLSports,Calgary,AB2013ReportingtotheAssociateVicePresident,PMOandClientServices,responsibleforrebuildingandtransformingtheITPMOfollowingamajororganizationalchange.Theteamconsistedof26Program/ProjectManagersand2ProjectCoordinatorswithaprojectportfolioofapproximately60projects.
• Conductedamaturityassessmenttoevaluatethelevelofcurrentstateprojectmanagementpracticesandprocesses.Createda3-yearPMOroadmapthatalignedwithITLeadershipsstrategicdirection.
• StandardizedprojectreportingandworkedwithPMstoensurecompliance.IntroducedaconsolidatedProjectHealthDashboard(PHD)toprovideITleadershipwithvisibilityintothestatusofin-flightprojects.
• ManagedthelaunchofaconsolidatedDemandManagementprocesstocaptureandreportonprojectdemandaswellasenableITLeadershiptomakeportfolioplanningdecisions.
• WorkedinconjunctionwithCanadianTire’sePMOtorolloutthenewSMARTmethodologybasedonagileprojectmanagementapproaches.
• Participatedinexternalandinternalaudits.WorkedwiththeinternalITGovernance,RiskandComplianceManagertostrengthenprocesscontrols.ResponsibleforCSOXcompliance.
• WorkedcloselywithFinancetomanageandreportontheITcapitalplan.• Managedtheteamonaday-to-daybasis,providingsupportandcoachingasrequired.
ITServicesProjectManager–Encana,Calgary,AB2012–2013ReportingtotheCorporateSolutionsGroupLead,fulfilledtheroleofITServicesProjectManagerontheEnterpriseOneUpgradeProgram.ITServices’scopewasthetechnicalupgradeoftheJDEsystemfromXe7333tothemostcurrentversion,EnterpriseOne9.1.Theprogramconsistedof5“Streams”withanestimatedbudgetofapproximately$3.8million.
• Developedandimplementedastrategytoaccomplishthetechnicalupgradewhichconsistedofsegregatingthetechnicalaspectsinto5“Streams,”eachfocusingononeattributeoftheupgrade.Streamswere:1)designing,implementingandsupportingthebasesystemthroughouttheproject,2)dataconversion,validationandmigrationofapproximately3terrabytesofdata,3)modifyingandupliftingallcustomcodewhichconstitutednearly46%ofthecodebase,4)retrofitting,testingandmigrationofapproximately158interfacesand5)transitioningtheupgradedsystemtothesupportteams.
• Responsibleforplanningandexecutingthetechnicalcut-overtothenewsystematthetimeofgo-live.• LedtheRFPprocesstochooseacustomcodemigrationvendor.Providedon-goingmanagementofthe
successfulvendorwhowasbasedoutofLondon,UK.• Managedacoreteamconsistingof2ProjectManagers,1Architectand2TeamLeadsresponsiblefor
engagingEncana’sServiceProvidersinthecompletionofprojectactivities.Indirectlymanagedanextendedteamof25to30individualsconsistingofinfrastructure/middlewaretechniciansandapplicationdevelopers.
PMOServiceDeliveryManager–CenovusEnergy,Calgary,AB2010-2011ReportingtothePMOGroupLead,workedwiththeServiceProviders’AccountManagertoestablishanISPMOmanagedservice.Theteamprovidedoversighttoapproximately200in-flightprojectsandover600proposedprojectsinadditiontomanaging54ProgramandProjectManagers.
• Managedthecompletionofaprojectmanagementmaturityassessmentusedtoassessthelevelofcurrentstateprojectmanagementpracticesandprocesses.
• Createda3yearPMORoadmapbasedoninputobtainedfromvarioussourcesincludingProjectManagersandProjectCoordinatorsaswellasresultsgarneredfromthematurityassessmentandleadership’svisionforthePMO.
![Page 48: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/48.jpg)
4
• CapturedandreportedonperformancemeasuresandPMOstatisticstocommunicatethelevelof
activityundertakenand/orfacilitatedbythePMOtotheISLeadershipTeam.
• InstitutedaconsolidatedProjectStatusDashboard(PSD),updatedmonthlybytheProjectManagers
thatprovidedprojectvisibilitytoISleadership.KickedoffaninitiativetoenhancethevalueofthePSD
byincorporatingtrendingandperformancegraphs.
• LaunchedaconsolidatedaProjectPortfolioPlanningReporttocaptureandreportonprojectdemand.
Inadditiontoitsuseasaplanningtool,thereportwasusedbyvarioustechnicalservicesteamsasan
inputintotheirresourceplanningprocesses.
• ManagedtheMaterialRiskgovernanceprocesstoensureISLeadershiphadregularandconsistent
visibilityintoprojectsdeterminedtopresentmaterialrisktotheorganization.
• ManagedthecorePMOteamonaday-to-daybasisensuringtherequiredlevelofengagementand
consistencyamongstthedispersedteams.
SeniorProjectManager–HuskyEnergy,Calgary,AB2010ReportedtotheSeniorManagerITPlanningandProjectServices,implementedaBusinessCaseprocesswith
supportingtemplatesandtoolsfortheProjectManagementOfficeinsupportoftheITMGeneralManager’s
directiveforeveryprojectChartertoincludebusinesscaseinformation.
• WorkedwithITFinanceandtheITMGeneralManagertosolidifythefinancialperformancemetrics
(i.e.ROI,NPV,IRRandpaybackperiod)requiredbytheCIOtocompareandapproveproposed
projects.
• DevelopedanddocumentedaprocessforBusinessAnalystsandProjectManagerstousetocreate
BusinessCases.
• ConstructedaCost/BenefitAnalysistooltosupporttheprocess.Thetoolautomaticallycalculatedthe
requiredfinancialmetricsbasedonqualitativeandquantitativebenefitinformationalongwithTCO
costs.
• AdaptedexistingBusinessCaseandChartertemplatestoalignwiththenewprocessandbusinesscase
informationcapturedandgeneratedbytheCost/BenefitAnalysistool.
• Trainedapproximately100ProgramManagers,ProjectManagers,BusinessAnalystsandITManagers
ontheprocess,templatesandtools.Coachedandsupportedtheseindividualsintheireffortstocreate
BusinessCases.
SeniorProjectManager–AlbertaElectricSystemOperator,Calgary,AB2010ReportedtotheProjectManagementCentreofCompetencyManager,managedmultiplePhase1-Validation
projectsforbusinessgroupsthroughouttheorganization.Alsoresponsibleformanaginganapplicationsupport
anddevelopmentteamthroughtheReleaseManagementprocess.
• UtilizedtheAESOITprojectmethodologytoplanandexecutePhase1-Validationprojects.Provided
weeklystatusandbudgetreportstotheProjectLeadandFinanceCoordinator.
• Workedwiththebusinesstocapturechangerequests,developthereleasescheduleanddecidenewor
updatedfunctionalitytobeincludedineachrelease.Providedregularreleaseprogressupdates.
• Workedwiththeapplicationteamtoplan,develop,test,deployandsupportsoftwarereleasesutilizing
theAgilemethodology.EngagedtheITOperationsandChangeManagementteamstoensure
successfuldeployment.
![Page 49: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/49.jpg)
5
ProjectOfficeCoach–HuskyEnergy,Calgary,AB2008-2009ReportedtotheProjectDeliveryServicesManager,providedcoaching,mentoringandsupporttoagroupofITProjectManagers.
• CoachedProjectManagersonprojectmanagementstrategiesandbestpracticeswithinHusky.Reviewedandprovidedfeedbackonprojectdeliverables.
• DevelopedaframeworkshowingtheprogressionofITprojectsthroughthedemandmanagement,evaluation,initiation,planning,execution,handoverandbenefitsrealizationprocesses.ThisframeworkwasusedtoeducatebusinessandITmanagersonprojectlifecycleaswellastoidentifyvitalbusinessand/orITengagementpoints.
• Developedandpresentedaprojectstage-gateprocessdesignedtodrivemajordecisions,communicateandmanagematerialrisksandensurecontinuedstakeholderengagement.
• Managedaportfolioof5projectstotaling$10MilonbehalfoftheGeneralManager,MidstreamMarketingandSales.MetregularlywiththeGMtoreviewprojectprogress,issuesandbudgets.PresentedquarterlytotheVP,MidstreamandRefinedProducts.
• ParticipatedintheimplementationofaProjectPortfolioManagementapplication(ChangePoint)fromCompuwareforusebytheITprojectteamsaswellasITsupportstaffandmanagement.
PMOManager/ProjectManager–NexenInc.,Calgary,AB2007-2008• ReportedtotheITTechnicalApplicationsServicesManager,managedtheLongLakeITProgram
ManagementOffice.Theprojectportfoliowasmadeupof20projectsworthapproximately$20million.Managedastaffof11ProjectManagersandBusinessAnalysts,coachedthemontheproperusageofNexen’sITprojectmethodology.Manageda$500,000COTSimplementationproject.TheapplicationwascalledPRISMProjectManagerandwasimplementedtomeettheneedsoftheEngineeringProcurementandConstruction(EPC)ProjectControlsgroup.
Accenture,Calgary,AB2004–2007
JDETechnologyTeamLead,Encana2006–2007
ReportedtotheUnitLead,responsibleformeetingcontractedservicesthroughtheeffectivemanagementoftheDevelopmentandConfigurableNetworkComputing(CNC)andApplicationDevelopmentteams.
• Directlymanagedateamof6CNCtechnicians,definingworkflows,standardprocessesandperformancemetricsresultinginSystemBuildTimelinessSLAincreasingfrom54%to92%in5monthsandBuildQualityfrom70%to98%in3months.
• ManagedtheDevelopmentTeamLeadandworkedwithhimtoimplementinitiativeswithintheDevelopmentteamtoimproveproductivityandquality.
• Workedwithallteamleadstoimplementperformancemetricsfortheirteams.RealignedtheirworkflowstobeITILcompliant.
• Developedaframeworkoutliningtherelationshipbetweentheunit’sITILcompliantworkflows,Accenture’sDevelopmentMethodology,Accenture’sServiceManagementSuiteandtheclient’sreleasemanagementprocesses.
TeamManager,ApplicationSupport,GasSouth2004-2006
ReportedtotheManager,CustomerCareresponsibleformeetingcontractedservicelevelagreementsthroughtheeffectivemanagementoftheapplicationsupportservicesteam.
• Managedateamof18BusinessandTechnicalAnalystsaccountableforsupportingBanner,theclient’snaturalgasbillingapplication.Implementedstandardworkflowprocesseswithintheteam.Reorganizedstaffandclarifiedrolesinadditiontocoachingandtrainingthemonnewprocesses.
![Page 50: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/50.jpg)
6
• DirectedallaspectsoftheChangeRequestprocesswithintheteamensuringtheworkwascompleted
accordingtoclientrequirementsresultingintheChangeRequestResponsivenessSLAincreasingfrom
34%to92%in6months.
• DevelopedaCRLitemethodologyforsmallerprojects.Definedtheprocessesinconjunctionwiththe
clientandcoachedstaffontheirusage.ActedasProgramManager,monitoringtheprojectsthroughto
completionaswellasreportingintotheEnterpriseManagementOffice.
• ResponsibleforCSOXcompliance.
EnvistaTechnologiesIncorporated,Calgary,AB2002-2004
DirectorProfessionalServicesReportedtotheVPOperations,accountableformaintainingahighlevelofclientsatisfactioninadditionto
meetingdepartmentalperformancetargetsthroughtheefficientdeliveryofprojectrelatedservicesandpost-
projectsupport.Directedprojectteamsresponsibleforimplementingthecompany’ssoftwareapplicationat
clientsites.Createdacustomprojectmethodologydesignedtoincreaseprojectrevenuesandoverallclient
satisfaction.Implementedacontinuousimprovement/knowledgemanagementprocessthatcapturedand
disseminatedprojectknowledge.Theoutcomewasbetterteamcommunication,streamlinedprocessesand
improvedprojecttools.Asaresult,teammoraleimproved,customersatisfactionincreasedandproject
profitabilityroseby24%.
LogicorpDataSystemsLtd.,Calgary,AB2000-2001ServiceManagerReportedtotheGeneralManager,ensuredprofitabilitytargetsweremetthroughnewandupgradedservice
offerings,internalprocessimprovementsandday-to-daymanagementofthebranchesprojectportfolio.
Managedastaffof20ITtechnicians,implementedperformancetargets,controlsandtrackingmechanismsto
determinestaffutilization.Overaperiodof1year,billablestaffhoursstabilizedat75%.Reducedstaff
turnoverby60%throughimprovedhiringpractices,trainingprogramsinadditiontoregularandopen
communication.
CipherSystemsLtd.,Calgary,AB1999GeneralManagerReportedtotheCEO,developedandimplementedbusinessstrategiesandorganizationalpoliciesinadditionto
ensuringoveralloperationalefficienciesamongstthe3brancheslocatedinCalgary,VancouverandVictoria.
Conductedanorganizationalanalysisandrecommendedshort-termandlong-termapproachestoincreasethe
overalleffectivenessoftheorganization.
![Page 51: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/51.jpg)
RickHerbert
CNCSpecialistManagedServices
Summary/Highlights
RickisadedicatedtechnicalprofessionalwithtwentyyearsofIT-relatedexperienceincludingthelastfourasatechnicalconsultanttosomeofCanada’slargestandmostsuccessfulcompanies.ClientsincludeSeaspan,ParklandFuels,Medtronic,EnCana,Nexen,IBM,Accenture,andWestJet.
Rickpossessesasolidbackgroundindailysystemsoperations,ERPsystemadministration,andtechnicalsupport/troubleshooting.
Rickhasarecordofbuildingstrongrelationshipswithclients,effectivelycommunicatingtechnicalinformationtoalllevelsofstaffandmanagement.
EmploymentHistory(SelectiveList)
CNCSpecialist 2004–PresentERP-OneConsulting
• MemberofCNCManagedServicesteam,supportingnumerousclientsacrossacollectionofdiverseplatformso Packagebuildsanddeployso OMWmanagement,promotions,andcoordinationo Dailyhealthchecksformanagedservicescustomerso GeneralCNCsupport;datasources,OCMs,ESUs,PathCodes,troubleshooting,environment
configurationo Creationofproceduralandclientdocumentationo VacationcoverageforITstaff
TechnicalSkillsSnapshot
JDEdwardsSecurity&CNC• SQLServer/DB2Administration• EnvironmentDataRefreshes• UserSecurityAdministration&
securitytroubleshooting• E1Schedulermanagement&
configuration.• OMCconfiguration• PackageBuildsandOMW
management
Education&Certifications
BachelorofScience–InformationTechnologyUniversityofPhoenixMSDBA,MCSEMicrosoftEducation
![Page 52: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/52.jpg)
2
SeniorSystemsAnalyst 2001–2004GraymontServices • PrimaryEnterpriseOnesupportleadfor500usersacross5timezones• Leadondisasterrecoveryproject• LeadadministratorforEnterpriseOnesecurity• Environmentconfiguration,refreshesanddesignforprojects
I.T.Coordinator 1992–2001NintendoCanada
• Setupandsupportofnetworkhardware• Coordinatedsupportteamsacrossdesktop,serverandnetworking
![Page 53: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/53.jpg)
Bisi Ilori
Senior ERP Financial Consultant
Summary/HighlightsBisiisaCertifiedPublicAccountant(CPA)with20years’experienceinERPprojectimplementationandsupport.SheisacertifiedJDEFinanceImplementationSpecialistwithexperienceincludingworkprocessre-engineering,projectplans,budgets,usertraining,applicationsupport,andcreating/generatingreports.
Bisihasheldtheroleoffinanceleadinmanyindustriesincludingmanufacturing,realestate,watermanagement,retail,food&Beverage,andpharmaceutical.OtherrolesshehasheldincludeFinancialSystemsSupportSpecialist,FinancialSystemsAnalyst,WorkProcessAnalyst,AccountantandManager,ITadvisory.
EmploymentHistory(SelectiveList)
SeniorJDEdwardsFinanceConsultant&PMSyntax 2013–2017
• Assistedinpreparationofprojectplanandbudget.• Conductworkshopstogatherorganizations’businessrequirements
anddocumentedthesebusinessrequirements.• ConfigureJDEE1financialmodulesbasedontheorganizations’
businessrequirementsandresolvedanygaps.• TrainapplicationusersandtrainersinusingJDEE1andWorldto
developJDEfinancialreportsandtodeveloptrainingandtestingdocumentationusingUPK.
• CreatefunctionalspecificationsforfinancialreportsandinterfacesbetweenJDEJDEdwardsEntrepriseOne9.2.
• Workwithdeveloperstodevelopandtestfinancialreportsandapplicationinterfaces,andensurethatdevelopmentwasontimeandonbudget.
• Assistorganizationstodevelopandcompiletestingphaseandaftergo-live.• Providesupportandresolveanyissuesidentifiedduringthetestingphaseandaftergo-live.
SkillsSnapshot• JDE E1 and World Applications • Accounts Payable /Receivable • General Ledger • Fixed Asset • Contract & Service Billing • Job Cost • Change Management • Expense Management • AddressBook • Advanced Cost Accounting • Procurement • Sales Order Management • Inventory • Manufacturing • Enterprise Report Design Aid • Security • Debugger • FASTER • World Writer • Dream Writer • AS400 Query • UPK • OVR
Education&CertificationsB.COMM–InformationSystemsManagementUniversityofRyersonBusinessAnalystCertificateUniversityofBritishColumbia
![Page 54: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/54.jpg)
2
BusinessAnalystBlack&McDonald 2011–2013
• Manageteamofthreesecurityanalysts• FacilitateworkshopsforAuditandSecurityManagement• Resourceplanning,projectkick-off,transitionservicesfornewaccounts• Projectmanagement,solutiondesign,trainingandgeneralsecurityconsulting• OverseetheNorthAmericansupportcenterforQSoftware• Majorprojectconsultingfor:Cenovus,CNRL,DTZ,Anschutztonameafew• Pre-salessupport
SeniorBusinessAnalyst 2011RioCanManagementInc.
• TeamleadfortheJOEAP/Procurement/JobCost/FixedAssetUpgradeteam• ResponsibleforgatheringbusinessrequirementsandrecommendingsolutionstotheJD
Edwardsusercommunity• Managingprojectssuchasautomatingthegatheringandtransmissionoffinancialinformation
tobusinesspartners• ManagedateamoffourtocompletetheanalysisofthecustomizationoftheJDEdwardsReal
EstateManagementmodule• Responsibleforgatheringbusinessrequirementsandmanagingthedevelopmentoffinancial
andbudgetreportsforthecorporateaccountingdepartment• Responsibleforsupportingandresolvingusers'problemswithJDEdwards EnterpriseOne
Manager,ITAdvisory 2010-2011KPMGSpecialist 2008-2010DeloitteConsultingFinancialSystemsSupportSpecialist 2002-2008CertainTeedNorthAmericanFinancialServices
Education
TheUniversityofTexas(Austin)• BachelorofBusinessAdministrationinAccountingandFinance• MastersinProfessionalAccounting• BachelorofArtsinComputerScience
CertificationsandTraining
• CertifiedPublicAccountant–TexasStateBoardofPublicAccountancy• DeloitteProjectManagementcourse• JDEdwardsEnterpriseOneFinancialImplementationSpecialist
![Page 55: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/55.jpg)
Darrell Kieswetter
CNC Consultant
Summary/HighlightsDarrellhasbeenworkingintheITIndustryasbothasystemsadministratoranddeveloperforover25years.HehasbeeninvolvedinallaspectsofERPimplementationsandupgrades,withextensiveexperienceasaJDECNC,aswellassystemarchitecture,applicationintegration,anddevelopment.
MagicXPIProgrammingSkills� Experiencecreatingstandardscriptsusingfilemanagement,database
connectionsanddatamapper� WorkedwiththeiSeriesconnector,alongwithMSSQLandOracledatabases� Createdscriptsthatiteratethroughsubflowlogic� Familiarwithtemplates,xmlandflatfiledatasources� WorkedwiththeJDEbusinessfunctionconnector� UsedtheSharePointconnectorforlibraryandlistmanagement� CreatedscriptstoworkwithJMS(JavaMessageService)queues� Createdprocessthatarebothsoapconsumerandproviders� CreatedHTMLbasedinterfacestoinvokeMagicscripts� Usedadvancederrorhandlingtechniqueswithemailnotifications� Experienceinserversetup,managementandscriptdeployment
DevelopmentExperience� HTML/JavascriptsandCSSdevelopment� HybridmobileapplicationsdevelopmentforbothAndroidandIOS� Javadevelopment� .NETVisualBasicandC#� PHPdevelopment� PowerShellandVBSscripting
Training/Certifications� Oracle11gdatabaseadministration� IBMAS/400Administration� LinuxSystemadministration� SharePointAdministration� OracleCloudInfrastructureManagement� C#.Netdevelopment
� MagicXPIdevelopment� Winnerof2014Innovationawardandannual
Magicconference� C#.Netdevelopment� Webservicesdevelopment
SkillsSnapshot
JDE Installs / Upgrades
System administration, CNC and
database administration support
for Intel, Linux, IBM system I
Java and mobile development
Application integration with Magic
XPI.
EDI and B2B experience
Automation Scripting with Power
Shell and VBS
3rd
Party Software support &
integration
![Page 56: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/56.jpg)
SteveKoristkaCNC and Security Managed Services
Summary/HighlightsStevehas27yearsofexperienceintheITindustrysupportingapplicationsonboththeiSeries(AS400)andSQLServerplatforms.HehasasolidunderstandingofEnterpriseOneandJDEWorldapplicationsbothasadeveloperandasanadministrator.
StevehasworkedwithboththeQSoftwareandAllOutsecuritysolutions.Steve’syearsofexperiencemakehimanexcellentadditiontoanyteamasheprovidescalmandinformeddecisionsinanorganizedanddetailedmanner.Heenjoysprovidingexcellentendusersupport.HeismostlyfluentinspeakingFrenchandleveloneGerman.
EmploymentHistory(SelectiveList)
ERP-OneConsulting,CNCAdministrator 2012–Present• Packagebuildsanddeploys• OMWmanagement,promotionsandcoordination• Dailyhealthchecksformanagedservicescustomers• AllOutSecurityAdministration,QSoftwareInstallation• GeneralCNCsupport;datasources,OCMs,ESUs,PathCodes,
troubleshooting,environmentconfiguration• Creationofproceduralandclientdocumentation
CNC&SecurityAdministratorSuperiorPropane,CNCAdministrator 2008–2012• LeadCNCforsupport,systemadministration• LeadonmigrationfromWorldandOneWorldXEto8.12• LeadadministratorforEnterpriseOnesecurity• DesignedandsetupadvancedschedulinginEnterpriseOneusingUC4• Environmentconfiguration,refreshesanddesignforprojects• Creationofenduserdocumentation,operationalrunbook
TechnicalSkillsSnapshotJDEdwardsCNC&Security• Installationandconfigurationof
webdevelopmentclients• Webserverinstallationand
configuration• ServerManagerinstallationand
configuration• AllOutSecuritySupport• QSoftwareadministrationand
setup• Environmentconfigurationand
refreshes• Packagebuildsanddeployments• SQLServeradministration• UC4SchedulerConfiguration
Education&Certifications• EnterpriseOneSystemAdmin,
OracleUniversity• DeveloperTools,JDEdwards
Education,TorontoON• MISCertificate,McGillUniversity
![Page 57: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/57.jpg)
2
ProgrammerAnalystSuperiorPropane,ProgrammerAnalyst 2001-2008• MaintainedanddevelopedJDEWorldandOneWorldXEapplicationsandinterfaces
EDSCalgary,TeamLeader1995-2001• Responsibleformultipleprojects,upgrades,interfacesandmodificationsof3rdpartysoftwareincluding
JDEdwardsWorld
![Page 58: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/58.jpg)
1
W. Nolan LittleJDE CNC Consultant
Summary/HighlightsDedicated,well-organizedbusinessleaderwithatrackrecordofsuccessatavarietyofcompaniesranginginsizefromstart-uptoFortune100.Utilizesstrongcommunicationandfacilitationskillstoobtainbuy-inandimplementsolutionsatalllevelsofanorganization.Possessauniquebackgroundwithbothtechnicalandaccountingexpertise.
Distinctivecompetenciesinthefollowingareas:
• ERPImplementations(JDEdwards,Solomon,Epicor,GreatPlains• ERPSystemArchitectureDesignincludingBusinessContinuanceand
DisasterRecovery• InformationTechnologyManagement&Leadership• ProjectManagement• AccountingandFinancialAnalysis• StrategicSellingandSalesSupport• SecurityandInternalControlsDesignforSarbanes-OxleyCompliance• ProcessManagement-BusinessProcessDesign&Implementation
EmploymentHistory(SelectiveList)
LittlebrookConsulting,Inc.,Becker,MNJan07toPresentOwner/SeniorCNCConsultant
• WorkwithclientstoimplementorupgradeJ.D.EdwardsEnterpriseOneonallsupportedplatformsanddatabasesforreleasesB73.2.1to9.2
• AssistclientsinthedesignoftheinfrastructureneededtosupportJ.D.EdwardsincludingBusinessContinuanceandDisasterRecovery
• Supportclientsandprojectteamsthroughoutimplementationsandupgradesincludingtroubleshootingandissueresolutionforallmodules
• TrainandmentorclientresourcesinallaspectsofCNCinorderfortheclienttobeabletofunctionindependently
BoyerandAssociates,Plymouth,MN Jun06toJan07ProjectManager/SeniorConsultant
• WorkwithclientstoimplementtheMicrosoftDynamicsSL(Solomon)ERPSystems.• Workwiththeownertoformulatecurrentandfutureplansinrelationtobothoperationsandsales• Generallyassignedthemostchallengingandcomplexclients• Managemultipleprojectssimultaneously• Toprevenuegeneratingconsultantduringtenurewithcompany
SkillsSnapshot
TechnicalExpertise• Client/ServerSystems• ArchitectureDesignincluding
HA/DR• CNCInstallationsandUpgrades• SQLServerAdministration(6.5to
2012)• CNCAdministration(Allaspects)• DB2400Administration • WindowsAdministration(through
2012)• OracleAdministration• AS/400Administration• Citrix/TSEServerAdministration• UnixAdministration(AIX,Sun
Solaris,HPUX)WebSphere,OASandWebLogic
• Linux• ServerVirtualizationEducationNorthDakotaStateUniversity,BachelorofScience
• Majors:AccountingandBusinessAdministrationMinor:Economics
![Page 59: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/59.jpg)
2
FujitsuConsulting(BORN,Inc.)Minnetonka,MN Apr06toJun06Director,TechnologyConsulting
• Supervisedstaffof25professionalconsultantslocatedthroughouttheUnitedStates• ContinuedtodoCNCconsultingonaregularbasis• Responsibleforalldutiesrelatingtooperatingthreepracticeswithannualrevenuestotaling4–5
million.• Participationinstrategicplanningandbusinessdevelopmentasamemberofthemanagement
team• DirectlyresponsibleforanumberofaccountsastheirEngagementManager• TeamedwithAccountExecutivesandSolutionEngineerstosellconsultingvalueinthesalescycle• Preparedanddeliveredexecutive-levelpresentationsandproposalstoprospectiveclients• Workedwithsalesteamstodevelopnewserviceofferingsinordertoexpandintonewmarkets• WorkedwithclientstoarchitectallaspectsoftheirEnterpriseOneinstallations
FujitsuConsulting(BORN,Inc.)Minnetonka,MN Apr04toMar06CNC&BIPracticeManager• SupervisedstaffofnineprofessionalconsultantslocatedthroughouttheUnitedStates• ContinuedtodoCNCconsultingonaregularbasis• Responsibleforalldutiesrelatingtooperatingbothpracticeswithannualrevenuestotaling2.5–3
million.Exceeded2005grossmargingoalby23%• SuccessfullyrecruitedandretainedthetoptalentintheindustrytobepartoftheCNCandBIteams• AskedtoassumeresponsibilitiesofBIteamatbeginningof2005inadditiontoCNCTeam• Participationinstrategicplanningandbusinessdevelopmentasamemberofthemanagement
team• TeamedwithAccountExecutivesandSolutionEngineerstosellconsultingvalueinthesalescycle• Preparedanddeliveredexecutive-levelpresentationsandproposalstoprospectiveclients• Workedwithsalesteamstodevelopnewserviceofferingsinordertoexpandintonewmarkets• WorkedwithclientstoarchitectallaspectsoftheirEnterpriseOneinstallations• CreateanddelivermultiplepresentationsannuallyatQuestInternationalUserGroupconference• Responsibleforallaspectsoflabinstallationsincludingarchitecturedesignandhardware
acquisitionsTheWoodburnGroup,Inc.StLouisPark,MN Mar00toMar04ProjectManager/SeniorConsultant
• SuccessfullyinstalledandimplementedallmodulesofPlatinumsoftwarebyEpicorforapproximatelytenclientsfromstarttofinishofprojectandworkedonmanyotherprojects
• Workedonandmanagedmultipleprojectssimultaneously• Workedwithclientstoredefineandimprovebusinessprocessesandtrainedonuseofsoftware• Toprevenuegeneratingconsultantduringtenurewithcompany• Consistentlydeliveredprojectsontimeandunderbudget
CarlsonCompaniesMinneapolis,MN May97toDec97SeniorAccountant
• MovedentireaccountingfunctionofTravelAgentsInternational(TAI)fromFloridatoMinnesotaafteracquisitionbyCarlsonCompanies
• Managedstaffresponsibleforday-to-dayoperationsofTAI• GeneratedandreviewedfinancialsforTAI
![Page 60: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/60.jpg)
1
Paul%MacKinnon%
JDE$E1$Security$Analyst$$Profile$
Paul$is$a$JDE$EnterpriseOne$Security$Analyst$with$a$background$in$the$Business$and$Functional$side$of$JDE.$$He$has$around$8$years’$experience$working$with$JDE$Enterprise$One$on$the$IT$Side.$$$
During$the$past$4$years’$at$ERPIOne$Paul$has$focused$on$JDE$Security$and$specializes$in$Qsoftware.$$He$is$experienced$in$Security$implementation$as$well$as$E1$Audits$and$Controls.$$He$works$and$communicates$very$well$with$clients$and$is$always$up$for$a$challenge.$
JDE$E1$Security$Analyst$
ERP.One%Consulting%%%%%%%%%%%%%%%%%% % % % %2012%–%Present%
• QSoftware$Support$for$customers$• QSoftware$SoD$(Segregation$of$Duties)$and$understanding$of$how$E1$Audits$and$
Controls$work$• QSoftware$Upgrades$and$Tools$releases$• Security$Managed$Services$–$Providing$security$solutions$for$multiple$clients$• Part$of$Security$implementations$$• General$Knowledge$of$how$security$functions$within$ERP$Systems$
JDE$Enterprise$One$Work$Experience$
Superior%Propane,%Business%and%Function%Analyst%%%%%%%%%%%%%%%%2008%–%2012%
• Business$Analyst$for$Finance/Accounts$Payable$during$E1$Upgrade$• Systems$Analyst$for$Finance/Accounts$Payable$after$upgrade$• Data$Transfer$using$MS$SQL$between$databases$• Technical$documentation$end$to$end$• Subject$Matter$Expert$
%
Skills%Snapshot%
JD%Edwards%Security%%• QSoftware$certified$$• E1$Audit$and$Controls$• Security$Solution$Design$• Tools$Release$Upgrades$• Technical$Training$$%JD%Edwards%Technical%%• SQL$• Technical$Documentation$• JDE$Analytical$Skills$%Education%
$• University$College$of$Cape$
Breton$–$Computer$Science$and$Arts$
$
![Page 61: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/61.jpg)
1
Matthew MurdochJDE Finance Consultant
Summary/HighlightsIndependentconsultantwithyearsofJDEdwardsimplementation,consolidation,&migrationprojectexperience.Detailsofprojectworkincludedintheclientprojectattachment.
EmploymentHistory(SelectiveList)
MurdochConsultingGroup,Austin,TX 2015–PresentIndependentFinancial&SupplyChainConsultant
• IndependentconsultantwithyearsofJDEdwardsimplementation,consolidation,&migrationprojectexperience.Detailsofprojectworkincludedintheclientprojectattachment.
• SkilledinJDEdwardsFinancials(AR,AP,FA,GL),JobCosting/ProjectCosting,Service&ContractBilling,CapitalAssetManagement
• SkilledinJDEdwardsSupplyChainincludingOrderManagement,Procurement,andInventoryManagementmodules.
D&MAllied,Austin,TX 2014–2017ChiefFinancialandTechnologyOfficer(CFTO)
• Manage Company Financials, Reporting, & New Bids/Contracts – Cashflow,CompanyP&L,ProjectProfitMargins,andcapitalspendingreviewforallexpansions&newprojects.
• JobCosting/ContractBasedP&L–Createandmanagemultiplebusinessunitsforlargeequipmentpurchases(Trackandmanageallexpenses&revenuesassociatedtocapitalpurchasethroughresale)
• ImplementProcess&ManageSystems–ExpenseReporting&Reimbursements,XeroERPSystem,Invoicing/Receipts,FixedAssets,E-Commerce,andCRMTools.
DeloitteConsulting,Atlanta,GA 2011–2014SeniorFinancialConsultant
• Toolskillsinclude;JDEdwardsE1(World,XE,8.12&9.0,9.1),BIPublisher,• SkilledinJDEdwardsFinancials(AR,AP,FA,GL),JobCosting/ProjectCosting,Service&Contract
Billing,ChangeManagement,CapitalAssetManagement,WorkforceManagement• Twofulllife-cycleimplementations1)FinanceTransformationProjectforRealEstateServices
Company2)JobCosting/ProjectCostingforCapitalAssetManagementCompany–CommercialProperty
• IndustryexperiencearoundCommercialRealEstate,Construction,Pharmaceuticals,FacilitiesServices,andRetailcompanies.
SkillsSnapshot
FunctionalExpertise• Financials(AR,AP,FA,GL)• JobCosting/ProjectCosting• Service&ContractBilling• CapitalAsset• SupplyChainincludingOrder
Management,Procurement,andInventoryManagementmodules.
OraclePartnerNetworkCertifications• JDEdwardsFinancial
ManagementCertified• JDEdwardsPre-Sales
ConsultingCertified
Education• GeorgiaStateUniv.,Atlanta
Georgia–BachelorsinCorporateFinance
![Page 62: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/62.jpg)
2
WiproTechnologies,Buckhead,GA 2009–2011
Financial&OrderManagementConsultant
• Toolskillsinclude;JDEdwardsE1(Release8.11,8.12&9.0),OracleEBSR12,SQLDeveloper,SharePoint,InovisOM,SterlingEDIDataManagement,Visio
• SkilledinJDEdwardsFinance&SupplyChainManagementModule,workinginareassuchasGeneralAccounting,AR&AP,FixedAssets,SalesOrder,AdvancePricing&Preference,InventoryManagement,&Procurement.“OrdertoCash”and“ProcuretoPay”businessprocesses
• 2Fulllife-cycleimplementations1)GlobalJDEdwardsImplementationandConsolidationprojectfora$12Billionpharmaceuticalmanufacturer2)OMImplementationfora$700Millionretailmanufacturer
• ManagingaR&DteamthatspecializedinresearchregardingupcomingfinancialmarketdriverssuchastheIFRS/GAAPaccountingconvergenceprocess&year-endtaxprocessingonclient’sERPsystems.
Mazzone&Associates–InvestmentBank,Atlanta,GA 2008–2009
Financial&OrderManagementConsultant
• AssistedtheInvestmentBankinitsanalysisofmarket,industry,company,andfinancialdata/information
• Performedbusinessvaluationsforsellsideengagementsusingthefollowingvaluationmethods;DCFModel,CapitalizationofEarningsModel,ANAVmodel,andPublicComparableEBITDAMultiples
• Createdalistof200potentialacquisitiontargetsthatcouldprovideourclientwithspecificsynergies
ClientConsultingList
2016-2017 $3BPHARMACEUTICALMANUFACTURER:Aninternationalgenericsandbrandedpharmaceuticalsmanufacturer
Financial&SupplyChainConsultant Boston,MA
• Functionalconsultanthandlingthepost-mergerintegrationandnewsetupoftheseJDmodulesGeneralLedger,AccountsReceivable,AccountsPayable,OrderManagement,andHyperionFinancialManagementintegration
• ConvertedlegacycompaniesfromSAPtoJDEwhilestandardizingtheirfinancialprofit&costcenterstructuresinJDEdwards.
• ImplementedglobalconsolidatedbankingsolutionsforoperationsinIndia,UK,US,andCanada
2014-2017 $10MCOMMERICALEQUIPMENTDEALER:Anequipmentbrokeragefirmthatleversskilledequipmentexperts,industryknowledge&marketinformationtoactasthebuyingandsellingagentforavarietyoftransportation&operationalequipment.
ChiefFinancialOfficer(InterimCIO) Austin,TX
• ResponsibleforallCompanyTaxes-Sales,Use,Excise,Payroll,Franchise,&otherlocalizations• ManageCompanyFinancials,Reporting,&NewBids/Contracts-Cashflow,CompanyP&L,Project
ProfitMargins,andcapitalspendingreviewforallexpansions&newprojects• JobCosting/ContractBasedP&L-Createandmanagemultiplebusinessunitsforlargeequipment
purchases(Trackandmanageallexpenses&revenuesassociatedtocapitalpurchasethroughresale)
![Page 63: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/63.jpg)
3
• ImplementProcess&ManageSystems-ExpenseReporting&Reimbursements,XeroERPSystem,
Invoicing/Receipts,FixedAssets,E-Commerce,andCRMTools
2014 $14BPHARMACEUTICALS/HEALTHCARECLIENT:ManagedtheintegrationofBaxter’stransactional
informationfromanacquiredcompany’slegacysystemintoJDEdwards.
JDEdwardsIntegrationConsultant–Financials&Transactions Deerfield,IL
• Ensuredthatfinancialinformation(accountsreceivableandgeneralledger)transactionswere
createdandpostedcorrectlyaftertheinboundtransactioninformationwasreceivedinsideofJDE
fromthirdparty
2013–2014$1BREALESTATESERVICESCLIENT:Adiverseglobalclientinpropertyservicesofferingintegratedsolutionsacrossinvestmentagency,leasingagency,propertyandfacilitiesmanagement,project
andbuildingconsultancy,valuation,capitalinvestmentsandassetmanagement.
CapitalWorks,JobCostingandBillingConsultant(Service&OrderManagement) Melbourne,AU
• Re-Implementation:ExistingJDEXEsystemtoanewerversionofJDEE19.0
• FunctionalThreadManagerhandlingtheJobCosting,CapitalAssetManagement,ServiceBilling,
OrderManagement,ContractManagement,ChangeManagement,andWorkOrdersystem,
improvingsystemandbusinessprocesswhereapplicable.
• Managedintegrationswithothermodules(Time&Accounting,Procurement,FixedAssets,Etc)
• Managedclient,consulting,anddevelopmentteamstosuccessfullydeliverdataconversions,
systemenhancements,customizedworkflow,reportingoutputs,andintegrationrequirements.
2013 $600MTRANSACTIONALREALESTATESERVICESCLIENT:Acorporaterealestatecompanythat
providesTransactionManagement,Advisory,Leasing,andBrokeragesServicestotheEuropeanMarkets.
FinancialsandService/ContractBillingConsultant London,UK
• FunctionalThreadManagerfortheFinancial,Service/OrderManagementBusinessThread–
Handledinternationalmulti-currencyconversionforfinancialreportingandordertocashprocesses
• Managedthedesignworkshopsneededforthebeginningphaseoftheprojectstomovetheclient
fromrequirementsanddesignintothebuildphaseoftheOracleSDLC
• EducatedandonboardednewDeloitteresourcesandclientsupportingemployeestobringthe
projectteamuptospeedontheimplementationprocess
2011-2012 $3.8BCORPORATEREALESTATESERVICESCLIENT:Acorporaterealestatecompanythat
servicesitsclientswithend-to-endpropertyselectionandmanagementserviceswhereDeloitteConsulting
implementedaJDEdwardsE1FinancialTransformation/UpgradeProjectintheNorthAmericaRegion.
ProjectCostingandService/ContractBillingConsultant Boston,MA
• ImplementedJDEE19.0asareplacementtotheircurrentJDEdwardsWorldLegacySystem
• Standardizedandorganizedtheirfinancialstructureinasinglemannertoautomatetaxation,
servicelinereporting,andoperationalbudgetandmarginanalysis.
• ManagedtheentireJobCostteamandtheBillingTeamastheDeloitteleadtoensurethatproject
milestonesweremetpertheOracleEVDDeliveryModel.
![Page 64: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/64.jpg)
4
2010-2011 $1.1BRETAIL/FOOTWARECLIENT:Aretailer&manufacturerwhereWiproTechnologies
providesJDEdwardsE1GlobalSupport
OrdertoCashConsultant Denver,CO
• SupporttheEDIManagerinhisdailyauditingoftheJDEE1systemanditsthird-partyapplications
suchasSterlingandInnovis.
• Keepinconstantcontactwiththeaccountteamtoensurethatallinbounddatasuchasinbound
POsandPOchangesaretransferredtoE1
• ManageandmaintainallEDIcustomerstoensurethatalloutboundinvoices,order
acknowledgements,andadvancedshippingnoticesaresubmittedontime.
• WritecomplexandintelligentSQLstatementsthatcanbeusedforproperqueryingoftheJD
Edwardstables
• Discussandsuggestnewsolutionstopendingclientchangerequests
• MonitorandmaintainbothSterling&InovisduringtheEDIandOrderManagementMigration
process
2009-2010 $14BPHARMACEUTICALS/HEALTHCARECLIENT:Apharmaceuticalmanufacturerwhere
WiproTechnologiesperformedaJDEdwardsGlobalImplementationandConsolidationRolloutProject
OrdertoCashConsultant Chicago,IL
• Ordertocashspecialistworkingwithtechnicalconsultantsandbusinessuserstoimplementan
efficient&profitablebusinesssolution.
• Manageda5personteamthatfocusedontheOrderManagementbusinessprocess,particularly
returnmaterials&credits.
• Implementedanadvancedpricingsystemthatcreditedbackdiscountedunitprices,easilyre-invoice
differentcustomers,andmanagedsinglesalesprofitmargins
• Helpedintegrateseveralhealthcarecompliancebusinessrequirementsintothesalesorder
managementprocessincludingDEArequiredlicensingandcontrolledsubstancessales’audit
information.
• Helpedinre-writingandinterpretingfunctionalandtechnicalspecificationoftheERPproject,
particularlywiththesalesordermodule,customizedfinancereports,andlogisticsoperations.
• PerformedseveralPMO(ProjectManagementOrganization)activitiesrelatedtomanaging
deadlines,progressstatistics,anddefecttraceabilitymatrix
![Page 65: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/65.jpg)
1
BillPatow
Sr.JDECNC/TechnicalConsultant
CareerSummary• 18YearsJDEdwards/OracleCNCConsultingandE1ArchitectureDesign• JDEdwardsCNCCertification• 25+YearsSystemsandNetworkAdministration• ITInfrastructureDevelopment• JDEdwardsEnterpriseOneHostingExperience
CNCExperienceSummary
• MultipleEnterpriseOne9.1Upgrades;MultipleTimeZonesandLanguages;9.1.5ToolsExperience
• Five9.1.5.xToolsUpgrades• OneViewServer(OVR)InstallationandConfiguration;Linuxand
Windows• MultipleGlobalJDEdwardsImplementations• WeblogicExperience–11gand12c• OracleEnterpriseOneVMInstallationExperience• MultipleEnterpriseOne9.0UpgradeandImplementationProjects;
ExtensiveServerManagerExperience• BusinessIntelligencePublisherandDataAccessDriverInstallation
Experience• MultipleEnterpriseOne8.12ImplementationsandUpgrades• Multiple8.97and8.98ToolsReleaseInstallationsonUnix,Windows,
andiSeries;multiple8.98.3TRupgrades• ExtensiveE1PerformanceTuningExperienceonOracle,SQLServerand
DB2;acrossUnix,WindowsandAS400Platforms• BusinessServicesServer(BSSV)andTransactionServer(RTE)
Implementations• MultipleEnterpriseOne8.11Implementations,includingmultipleSP1andTR8.95/8.96/8.97/8.98• ExtensiveOneWorld/EnterpriseOneSecuritySetup,includingRolesandSolutionsExplorerTasks,Task
Filtering,Troubleshooting,andSupport• FormalandInformalCNCTrainingProvidedforMultipleCustomers• ExperiencedonmostE1Platforms,includingAS400,Unix,andWindows,andOracle,DB2andSQLServer
Databases.Oracle7i-11G;SQLServer2000,2005,and2008• ExtensiveEnterpriseOneUpgradeExperience• MultipleDouble-ByteImplementationsincludingChinese,Korean,andJapanese• Coexistenceupgrade–WorldA73toE810/Oracle;XEtoE9.0–AS400toLinux/Oracle11gR2
SkillsSnapshot
Education
• NationalUniversity,Irvine,CABS,ComputerScience
• TheJohnsHopkinsUniversity,Columbia,MD
• MS,ComputerScience/Telecommunications-30%complete
Training• JDEdwardsOneWorldSystem
ConfiguratorCertification• JDEdwardsworkshops:
o Securityo Troubleshooting
• Sun/SolarisSystemsAdministration,SunMicrosystems
• VMSSystemsManagement,DigitalEquipmentComputer
• HighSpeedLocalAreaNetworks,Networld+Interop
![Page 66: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/66.jpg)
2
• Oracle,SQLServer,andAS/400DatabaseTuningandTroubleshooting• ESU’s,ServicePacks,SoftwareUpdates(ASU’s),andToolsReleaseInstallations• ExtensiveMulti-FoundationExperience;SetupRFScannersforusewithCitrixandOneWorld• SystemArchitectureandCNCReviews;EnterpriseOnePerformanceTuning
RecentEnterpriseOneImplementationsandUpgrades
• Aegion–9.0to9.1Upgrade;Tools9153;Weblogic12c;Windows/iSeries• DevelopersDiversifiedRealty–Tools9124to9152;WLS11gto12c• AstenJohnson–9.0to9.1Upgrade,TR9.1.4,AIX,Oracle11g,WAS8.5• Ampacet–8.12to9.1;TR9.1.4;Oracle11GR2,Weblogic12c;WindowsBatch/Logic;MultiLangs/Time
Zones• XSEGroup–XEto9.1,TR9.1.4.4,Windows/SQLServer2012,WLS12c• UGL/DTZ–EnterpriseOne9.0;AS400V7R1;WAS8.5.5;MultiTimeZone;MultipleLanguages/Localizations• DevelopersDiversifiedRealty–E8.12to9.1,TR9.1.3,Windows/Oracle11GR2,Weblogic10.3.6• CenovusEnergy–Xeto9.0,TR9.1onAIX/Oracle11g• WestJet–E8.11toE9.00onWindows/SQLServer2008• ToyodaGosei-AS400/XEtoAS400/E9.00• PCLConstruction–AS400/E811toAS400/E9.00• Port of Portland – Tools 8.97 to 8.98; AS400/WebSphere• CityofOlathe–AS400/E810toE9.00onWindows/SQLServer2005• BallCorporation–CoexistenceXEonAS400toE900onLinux/Oracle11gR2• AstenJohnson–E9.00,TR8.98,HPUX,Oracle11g,WAS6.1;(andE9.00toE9.10)• NBC/Universal–E8.12,TR8.96/8.97,AIX/Oracle9i,OAS10
WorkExperience
IndependentConsultant 2010toPresentSR.JDEDWARDSARCHITECT/CNCCONSULTANT
• Multiple9.0and9.1upgradesforlargecompanies,includingtools9.1.5andBusinessServicesServer.• Globalimplementationandrolloutformulti-nationalcompanywithmultipletimezonesandlanguages.• 8.11to9.0upgradeforamulti-billion-dollarconstructioncompany;AS400V5R4,WAS6.1onAS400,
TR8.98.3.2;21Productionenvironments• EnterpriseOneVMInstall;Linux/Oracle11gR2,E9.00• CNCsupportforclientrunningE8.11onWindows/SQLServer2008,TR8.98.2.1• MultipleE9.00andTR8.98upgrades;Windows/SQLServerandiSeries• MultiplesmallerE9.00installationandupgradeprojects.
iXtend,Inc.–Parker,CO 2009to2010SR.ARCHITECT/CNCCONSULTANT
• CNCConsultingandManagedServices–ERP8throughE9.00;Oracle;SQLServer,AS400.• PerformedEnterpriseOneUpgrades:Coexistence/XEonAS400toE9.00onLinux/Oracle11gR2;E810
onAS400toE900onWindows/SQLServer2005• EnterpriseOneClientHostingandHostingImplementationexperience
![Page 67: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/67.jpg)
3
IndependentConsultant 2004to2009SR.JDEDWARDSCNCCONSULTANT
• EnterpriseOne8.10to9.0Upgrade;HP-UXEnterpriseServer;Windows/WebSphere6.1JASServer;Oracle11gDatabase.
• EnterpriseOne8.9to8.12Upgrade;AS400EnterpriseServer;Windows/WebSphere6.1JASServer.• ToolsRelease8.97upgradesoniSeries/AS400,WindowsandUnixservers;OracleApplicationServer
10gR3;WebSphere6.0/6.1;implementedBusinessServicesServerandTransactionServer.• PerformedmultipleE8.11andE8.12implementations.Windows/Oracle,Windows/SQLServer,
AS400/DB2,JAS,MultipleDataandLogic/Batchservers;E8.11,E8.12,TR8.95and8.96.• PerformedfiveEnterpriseOneUpgrades.Windows/SQLServer;CoexistenceXEtoWindows/Oracle;
AS/400toAS/400.• MultipleE1Securityprojects;threenewimplementations;onemajorreworkofexistingsecurity.• SecurityWorkbenchSetupandTrainingformultipleXEthruE8.12clients.• JasServerImplementations,E810,E811,andE812onWebSphere5and6,andOracleApplication
Server10gR2and10gR3.ExtensiveJVMtuningexperience.• PerformedSQLServerPerformanceTuningandAutomatedDatabaseIndexRe-builds.
SystemsManagement,Inc.-Portland,OR 2004to2004 JDEDWARDSCNCCONSULTANT
• OneWorldEnterpriseOne8.10,AIX,Oracle,JAS.ProvidedgeneralCNCsupport;troubleshotOracleandAIXperformanceissues.
• EnterpriseOne8.9,Intel,SQLServer,JAS,Citrix.PerformedCNCAudit,JASPerformancetuningandgeneralCNCconsulting.
• OneWorldB733,AS400,SQLServer,Citrix.ProvidedGeneralCNCconsulting.• OneWorld8.0,SQLServer,Citrix.ProvidedSystemanddatabaseperformancetuningtoresolvepoor
systemresponsetime.• OneWorldXEand8.0,Intel,SQLServer,Citrix.XEto8.0UpgradeandgeneralCNCconsulting.• XE,AS400,DB2/SQLServer.AppliedXEUpdate8(XU8)andprovidedgeneralCNCsupport.
PlutusEnterprises-ElSegundo,CA 2003to2004JDEDWARDSCNCCONSULTANT
• OneWorldXE,HP-UX,Oracle,Citrix.Deploymentserverupgrade,Added2ndEnterpriseserver,SplitsingleOracledatabaseintomultipledatabases,AutomatedOneWorldpackagedeploymenttoCitrixservers,ImplementedMulti-tierpackagedeployment.Reducedpackagebuildtimefrom8hoursto4.25hours.
• OneWorldB7.3.3.2,AIX,Oracle,Citrix.OneWorldXe,Solaris,Oracle,Citrix.Resolvedpackagebuildissuesandproblemswiththeirjobqueuestartupandshutdownscripts.ProvidedgeneralUNIXandCNCsupport.
Kivera,Inc.-Oakland,CA 2000to2003DIRECTOR,IT&SrUnixandNetworkSystemsAdministrator
• ResponsibleforallIToperationsataninternetstartupcompany.
![Page 68: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/68.jpg)
4
Sprint/AvnetComputer-SanJose,CA 1999to2000JDEDWARDSCNCCONSULTANT
• InstalledandconfiguredJDEdwardsenterprisesoftwareindistributedcomputingenvironmentsincludingUNIX,Windows,andAS/400.
CharlesSchwab-SanFrancisco,CA 1998to1999UNIXCONSULTANT
• CorporateY2Kcomplianceproject.CreatedplansandtestedallUnixSoftwareandHardwaretoensureY2Kcompliance.
CloroxServicesCompany-Pleasanton,CA 1997to1998MANAGER,UNIXPlatforms
• Oversawcompany’sproductionUNIXenvironmentwithindatacenter,managingsixdirectreportsinchargeofUNIXandVMSsystems.
Datatools,Inc.-SantaClara,CA 1996to1997MANAGER,InformationSystems
• InitiallyhiredtoprovidenetworkandsystemsadministrationbeforepromotioninjusttwomonthstoManagerofInformationSystemsfordailyITandnetworkadministrationoperations.ManagedUNIX,NT,andnetworkinfrastructure.
• Orchestratedbuild-outofcompanynetworkand3000sq.ft.computerfacility,overseeingallrelocationactivities;ensuredsmoothtransitionanddeliveredmoveontime.
TheJohnsHopkinsUniversity,AppliedPhysicsLaboratory-Laurel,MD 1989to1995UNIXSYSTEMSADMINISTRATORRockwellInternational-Anaheim,CA 1984to1989ELECTRONICTECHNICIANUnitedStatesAirForce 1980to1984
![Page 69: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/69.jpg)
![Page 70: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/70.jpg)
1
Deb SalweiJDE Project Manager
Summary/HighlightsExperiencedProjectManagerandBusinessAnalystoffering21+yearsofsuccess
leadingandparticipatinginallphasesofdiversetechnologyprojects;MBA
credentials;deepunderstandingofanalysis,design,implementation,and
testing.
Functionalexperience;handsonfunctionalexperienceinvarietyofenterprise
financialtoolsaswellasgoodgraspofoperationalsystems.
Businessanalysis&projectmanagement;hasleadandplannedmultimillion-
dollarprojectsaligningbusinessgoalswithtechnologysolutionstodriveprocess
improvements,competitiveadvantageandbottom-linegains.Skilledingrasping
thebigpicture,conceptualizing,developingandimplementingrobust
informationtechnologysolutions.
Expertinprojectmanagementmethodologies;skilledinAgile,Scrum,Waterfall.
IncorporatePMPstandardsandmethodologies.
EmploymentHistory(SelectiveList)
Salwei&Associates-Owner/IndependentITConsultant2014–Present• IndependentITConsultantworkingonworld-wideERP
implementations.
MontanaDakotaUtilities(MDU) 2006–2014• Managed,organized,anddirectedthesoftwaredevelopment,
implementationandsupportactivitiesassociatedwithJDEdwards
enterpriseresourceplanning(ERP)systemsandrelatedaccounting
applications.
• Thisincludesdevelopmentactivitiesassociatedwithcompany’sUtility,
naturalgas,andaggregatebusinesses.
AppliedEngineering 2004-2006• SupervisedITapplicationdevelopmentstaffforcompanywhichhas
officesinfivestates.
• Responsibilitiesincludedprojectmanagementintechnologyeffortsforvariouscustomers
requestingcustom-developedsoftwareapplications.
SkillsSnapshotFunctionalExpertise
• Project Management & Accounting
• GL/Finance/ • Accounts Payable/Accounts
Receivable • Cash & Bank/eBanking/Cost
Accounting • Budgeting • Inventory & Warehouse
Management • Procurement & Sourcing • HR/Payroll/Travel & Expenses
Value-AddedLeadership• Strong Analytical Skills • Detail Orientated & Organized • Cross-Functional Team
Building • Staff Management &
Mentoring • Client Relations &
Presentations • Business & IT Planning • Vendor Management &
Negotiation
Education&Certifications• University of North Dakota,
Grand Forks, ND – Masters in Business Administration (MBA)
• University of Mary, Bismarck, ND- BS in CIS
• Working towards various MS Certifications
![Page 71: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/71.jpg)
2
WorkforceSafety&Insurance 2000-2004• ServedasaProjectManagerandBusinessAnalystforcompany.Thisincludeddirectingoperations
forcreationandimplementationofneworenhancedtechnologydevelopmentassociatedwithITinitiatives.
NDDepartmentofTransportation 1998-2000• Directedprojectcoordinationandbusinessanalysisneedsforcompany’sinformationtechnology
department.• DevelopedandmonitoredbudgetreportsassociatedwithspecificITprojects.• AssistedinthecreationandmaintenanceoftheITplanensuringitsalliancewiththecompany’s
overallstrategicplan.
LegacySolutions 1997-1998• ITconsultantworkforvariouscompanies.• Recruited,trained,andmentoredstaffonnewprocessesandtechniquesusedininformation
technologydesignanddevelopment.
NorthCentralDataCooperative 1996-1996• Producedtechnologysolutionsthatemphasizedcustomerserviceandsatisfaction.• Helpeddirectandleadtheuseofnewtechnologiesthatresultedincostsavingsandefficienciesfor
thecompanyandthecustomers.
![Page 72: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/72.jpg)
1
Jean-Paul SAVALLI Sr. CNC Technical Consultant
Profile
Senior CNC Technical Consultant in the Oracle/JD Edwards Practice for IBM Business Consulting Services. As an experienced CNC/Architect, JP has been involved with JD Edwards One World and Enterprise One since their earliest releases. For over 17 years, he has led and successfully performed multiple complex JD Edwards technical implementations and upgrades on various platforms, ranging from small to worldwide organizations.
Throughout his consulting career, he has worked with clients in many industries, defining requirements, architecting solutions, planning, implementing and supporting various IT technologies and product-related services. Increasingly, he has been leading client I.T teams in the execution of technical solutions, and providing guidance in bringing additional value to their businesses through I.T optimization and/or the introduction of new technologies.
Work Experience (IBM Consulting Experience)
IBM Canada – Vancouver, B.C 01/2001 - Present Senior Technical Consultant – Oracle/JD Edwards Architect/CNC 01/2017 – Current Danone - STIAL, Paris/France & Tunis/Tunisia JD Edwards 9.0 to 9.2 Upgrade Technical Road Map Role: Architect
x Leading (remote) the JD Edwards technical upgrade design effort. 02/2016 – 11/2016 Molina HealthCare, Long beach, California, USA JD Edwards E1 9.0 to E1 9.2 Upgrade and Platform Migration Role: Technical Project Manager and Architect
x Led the E1 technical upgrade and platform migration efforts from Windows/SQL to Linux/Oracle.
x Managed a large IBM and Client offshore teams of developers and CNCs in planning and execution. Architected the 9.2 CNC Solution.
x Defined/optimized a migration approach for high data volume 3. x Leveraged a fast track project methodology and completed the
project on time & on budget. 02/2016– 02/2016 Estee Lauder Inc., Mexico City, Mexico JD Edwards E1 9.1 System Performance Assessment Role: CNC
x Conducted a full JDE Edwards CNC System performance assessment at all levels (network, hardware sizing, database, application).
x Made all necessary recommendations with a focus in maximizing change benefits based on efforts and investment required.
Snapshot
Education x Bachelor of Business Administration
(Finance) University of Grenoble (France)
Skills x Bilingual (French, English) The full JDE CNC spectrum: x Implementation x Upgrades x Configuration x Maintenance x Security x Disaster Recovery x Fail-Over/Clustering x System Auditing x System Integration & Optimization x Mobility x Internet of Things x IT Training x CNC Infrastructure assessment x Infrastructure and application
architecture design x Strategic technical roadmap x Technical project management x Application of implementation
methodologies and leading practices x Technical consulting at all
management levels Hands-On Skill Set x All major operating systems x All major databases x Third party integration x Networking JDE/Oracle core products: x WebLogic - WebSphere x Oracle Fusion – BI – Bssv – Ais - Rte x Upk – Bip/Ovr – Adf – Ebs/Soa - Etls
![Page 73: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/73.jpg)
2
01/2016 – 01/2016 POST Holding, Saint Louis, Missouri, USA
x Developed a customized Oracle UPK technical training guide for the Technical Staff.
01/2015 – 12/2015 Archer Daniel Midland (ADM), Decatur, Illinois, USA Role: Architect and CNC JD Edwards E1 9.1 and World Migration on IBM Softayer Cloud World Wide Migration - Europe, US and South America
x Led the ADM JDE architecture on private cloud for a divestiture involving multiple sites across the world.
x Managed the execution of all CNC activities for migrating ADM’s servers on Soft layer - IBM cloud on Windows / MS SQL
09/2014 – 10/2014 Turner Industries, Baton Rouge, Louisiana, USA JD Edwards Infrastructure Assessment - World to E1 upgrade Role: Architect and CNC
x Conducted a preliminary technical CNC analysis on Turner’s JDE System for a potential E1 Upgrade.
x Provided a technical roadmap and recommendations.
06/2014 – 08/2014 Chicago Bridge and Iron Company, Houston, Texas, USA JD Edwards E1 9.0 Server Migration Role: Technical Project Manager and CNC
x Led the CB&I Technical Team to plan and migrate its E1 iSeries Servers to a new hosting location. x Performed the JDE upgrade migration. x Managed the JDE E1 Disaster and Recovery Project.
04/2014 – 05/2014 La Coop Federee, Montreal, Quebec, Canada JD Edwards E1 System Performance Assessment Role: CNC
x Conducted an in-depth JDE server infrastructure assessment. x Put a detailed action plan with all necessary recommendations to remediate the existing system
performance issues in Production.
04/2013 – 03/2014 Chefs Warehouse, Ridgefield, Connecticut, USA JD Edwards 8.11 to 9.1 E1 Upgrade and Platform Migration Role: Technical Lead and CNC
x Led the technical upgrade effort x Defined and optimized the technical Production rollout approach in a multi-phase implementation. x Performed the E1 Platform Migration and Upgrade on iSeries. x Implemented Oracle Business Intelligence/OneView Reporting and User Productivity kit.
12/2012 – 03/2013 Procurity, Winnipeg, Manitoba, Canada JD Edwards One World XE to 9.1 Upgrade Role: Technical Project Manager and CNC
x Conducted an upgrade roadmap x Performed the upgrade execution on iSeries x Completed this technical fast track upgrade in 3 months on time and on budget
![Page 74: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/74.jpg)
Nick Wilson
Sr. CNC Consultant
Summary/HighlightsNickhasastrongITbackgroundwith16+yearsofexperience,includingtenyearswithJDEdwards.Nick'sexceptionaltechnicalabilityandbusinessacumenhavemadehimavaluedmemberofanyprojecthehasworkedon.
JDEdwardsImplementationandSupportNickhasledthetechnicalportionofmultiplelargeJDE9.xupgradeprojects,whichincludedXE,8.12and9.0applicationsrunningonAS400,IntelandLinuxplatforms.HeexcelsinCNCfundamentalsaswellasOneViewReporting,E1Pages,Watchlists,MobileApplicationsandintegrationwithBSSV.Nick’sexperiencewithcomplexJDEimplementationsinclude:
• GlobalImplementationExposure• Multicountyimplementations• ProcessStandardizations• PublicCompany(SOXcontrols).
EmploymentHistory(SelectiveList)
ERP-OneConsultingInc. 2009–Present
SeniorConsultant2013-Present
• SeniorConsultantleadingtechnicalE1UpgradeProjects• Five9.1Upgradestodateastechnicallead:ReveraLiving,Johnston• Equipment,ViforPharma,XSEGroup,CityofGuelph,ParklandFuel• Multipleotherprojectsforspecifictechnicalexpertiseincluding:
Hardware,Re-architecture,ToolsUpgrades,OneViewReportingLDAPintegration,SecurityMaintenanceandrestructuring
• DevelopmentofMobileApplicationsforAIS
IntermediateConsultant2010–2013
• FieldConsultantworkingatvariouscustomers• CNCLeadforParklandIndustries8.12upgrade(postgo-live),SierraWirelessSSOandPortal
redundancyproject• CNCsupportforCHCupgradeproject,PowerStreamhardwareupgrade• QSoftwarespecialistandleadforQuanta,rollingoutSODandQSoftwareimplementation• QSoftwarespecialistforConstellationbrands
SkillsSnapshotJDEdwardsCNC• 9.1, 9.2 Upgrades
• OneView Reporting, E1Pages,
Watchlists
• Mobile Applications
Development through AIS
• Single Sign On, Oracle
Identification Mgmt
• Co-existent sites (World and
OneWorld)
• Java Application Server (JAS)
maintenance utilizing OAS,
WAS and Weblogic
• Installations of ESUs, Updates
and Tools Releases, including
special instructions and
retrofitting
• Experience with additional
CNC tools for updates and
analysis including Change
Assistant
• System administration and
CNC support for iSeries, Intel
and Unix customers
Education• Bachelor of Commerce, Major
in Information Technology
Management, Ryerson
University
• Computer Systems and
Networking Technologists
Diploma, Centennial College
![Page 75: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/75.jpg)
2
Sr.HelpDeskAnalyst2009–2010
• SupportforCNCManagedServices• ManagedSupportDeskproject,providingahostedticketingsolutionforcustomerstosubmit
ticketsonline• CreatinganE1CNCknowledgewebsite
EmersonCanadaLtd.1998-2009
SystemsAnalyst&ProjectLeader2009
• SupportedWorldandOneWorldCNCactivities:installESUs/Toolsreleases,packagebuilds,advancingprojects,managingenvironments
• Planneddisasterrecoveryfor2009• ImplementedBIsoftwareleveragingJDEdata• PMinAPAutomation,reducingcycletimesby40%
TechnicalSupportAnalyst1998-2009 • SupportoperationsofiSeries,JDEOneWorld/Worldco-existence,andSystems38runningMapics• Designingreports,performingbackups,databaseadministration• SystemsAdministration,servermanagement,desktopsupport• InitiatedanddeployedintranetsolutionutilizingSharePointtechnologies,integratingbusiness
supportsystemstogetherforsingleviewofdata
ProfessionalAffiliations/Certifications
• OracleCNCCertified• MobileApplication(AIS)Training• OAM11GR2Training• QSoftwareTraining• ImplementingsecuritywithSEC-Qure®E1Config3.0(2009)• SEC-Qure®E1Config4.0netchange(2009)• EnterpriseOnesecurityfromSolutionExplorerTaskViewsusingSEC-Qure®QuickStart(2009)• MaintainingasecuritypolicyusingSEC-Qure®E1Config4.0(2009)• OracleSingleSignOn• TrainingforSSOconfiguration,setupandallnecessaryproductsincludingOID
![Page 76: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/76.jpg)
Helen Zhang
Sr J.D. Edwards Developer/Analyst Profile
Helen has over 19 years of experience in both design and programming of information systems including 13 years in ERP (JD Edwards) implementation and development. Helen’s skillset includes JDE custom applications, reports and data conversion interfaces with comprehensive business/functional understanding in Distribution, Finance, Job costing, Equipment Management, HR and Payroll modules. She is the original developer of the Health and Safety module of JDE. She is experienced in full cycle JDE implementation and deeply involved in requirement gathering, custom development, data conversion, code retrofits, user acceptance testing and go-live support. Helen prides herself on excellent problem solving and trouble shooting skills, great documentation and communication with stakeholders, a passionate team player yet also self-motivated as an independent consultant. OneView Reporting (OVR) Helen has in-depth experience in using the one view reporting tools, for example creating custom queries, watchlists and one view dashboards. She has recently completed the below OVR reports for her clients:
x One view inventory inquiry report with customer fields from Item Master tag file and low inventory watchlists
x Daily sales dashboard with daily shipment by product line, monthly top 10 customer chart, late shipment watchlist; This dashboard combines pie chart, vertical bar chart and pivot table.
x One view bill to customer credit summary by sales order type with a credit exposure watchlist. Recent Professional Experience
Northern Creek Technology 2016– Present Senior JDE Consultant
x Analyzed root cause of JDE productions incidents in OTC stream and recommended functional/technical solutions.
x Built daily sales dashboard using One View reporting to represent the market indicators and watch lists.
x Implemented JDE platform for client’s US company and retrofit custom JDE applications/reports/data interfaces.
x Developed sales/shipment reports in BI Publisher to present enhancive formatting.
Skills Snapshot TECHNICAL SKILLS JDE EnterpriseOne XE to 9.1 Tools release update to 9.1.3 RDA – FDA – Power Forms Business Functions (C) Java Business Services Design OVR: OneView Reporting BI Publisher OBIEE Create! Form Coding Languages JDE Event Rules Java C++ .Net Database Oracle PL/SQL - SQL plus MS SQL Server Server AS400 – UNIX – Windows platforms
![Page 77: RFP - Pinal County, Arizona · RFP-173223 JD Edwards EnterpriseOne Developer & Consulting Services Response Form 1 Pinal County Finance Department 31 N. Pinal St., Bldg. A P.O. Box](https://reader033.fdocuments.in/reader033/viewer/2022060310/5f0aad767e708231d42ccbea/html5/thumbnails/77.jpg)
Canfor Corporation 2013– 2016 Senior JDE Developer Analyst
x Implemented large scale multi-system (JDE, Oracle Transportation Management (OTM), Oracle E-Business Suite (EBS), OBIEE and .NET systems).
x Led the support team to address IT support tickets and assure production environments running smoothly.
x Managed change request in the Order-To-Cash stream including sales order management, procurement, inventory management.
x Developed a customer portal using BSSV for external customers to inquire sales orders, shipments and invoices.
x Engaged business stakeholders and discussed change requests and enhancements. Ledcor Industrial Inc. 2006– 2013 Programmer Analyst
x Upgraded JDE 8.12 to 9.1 in 53 days and led the developer team on planning and retrofitting. x Trained a VB 6 developer into JDE, and mentored development work in a VB6 to JDE integrate
project. x Designed and programmed Health and Safety Incident Tracking System, using multiple Power Forms
and work flow functionality. It was referenced by Oracle as a prototype into its own module. x Utilized BI Publisher and XML Template Designer to create business reports and email distribution. x Wrote JAVA consumer business services of equipment management module for application outside
of JDE to retrieve data. x Developed bank file transfer process for finance team and provided support and troubleshooting on
integrity issues. x Maintained JDE change control and data integrity across all environments. x Upgraded JDE 8.0 to 8.12 and retrofitted custom applications and UBEs. x Modified and documented pristine applications and UBEs.