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Updated:09/19/2008 Copyright © 1996-2008 Skip Stein
Project Management Services
Capabilities
As experienced Project Managers, we utilize the appropriate set of tools to manage projects; these may include a selection of Rational Unified Process Framework (RUP), Precedence or CPM (critical path method) techniques. While Microsoft Project is the most frequently requested tool, we also are well versed in other project management tools and software such as Project Workbench, Artemis and others. Documentation tools, such as Visio are utilized to assist in presentation and documentation of project tasks, milestones and overall progress.
Our Consultants’ skills include the ability to take charge of lagging projects and complete them in a timely manner whether involving telecommunications wiring and component connections, application and technical systems programming or presentations to the Company Board of Directors. Since each task of a successful Project depends on all previous and subsequent tasks, our Consultants have developed Project Management skills utilizing Precedence and Critical Path Method management techniques. Our Consultants are also capable programmers utilizing language technologies of C++, Assembler, COBOL, PL/I and RPG. Their experience with various computational frameworks, including Client Server, Distributed Data Warehousing, and centralized Mainframes, provide a basis for the constant learning processes during which they conduct beta testing for major software companies, including Microsoft and IBM.
Project History
Project Manager and coordinator for major corporate system integration efforts. Trained project managers on techniques and approaches to organization and functional representation of project efforts. Developed composite project overview and plans for major corporate projects. Coordinated efforts of project managers and teams to achieve project objectives.
Conducted an analytical review and developed a requirements plan to migrate a national manufacturing company from a heavily modified JD Edwards XE system to Oracle Enterprise One 8.12 (JDE). In addition the electronic processing interface was analyzed and the immediate production failures were temporarily remediated; with a plan for a more permanent solution to be implemented with the migration to E1 8.12.
Coordinate and manage the conversion of EDI resources and Order to Cash processing from a JD Edwards World to Oracle Enterprise One ERP system. Worked with deployment team to configure all E1 options and configurations for manufacturing, distribution and finance. Developed comprehensive data analysis and mapping for all transaction processing. Configured shipping and labeling systems in conjunction with Data Systems International (DSI) programs.
Performed a transaction analysis and developed a systems requirements plan for a division of a major hard goods supplier to implement EDI transactions for the European Division with Far East manufacturing. This transaction system was based on EDI EDIFACT and the design interface was to a JD Edwards ERP system.
Managed the Computer Resource Management Review (CRMR) for a major financial lending organization. Our CRMR services are geared toward clients with a need to determine the value of an IT Organization, business process or project. We review the operational effectiveness of the Computer Resources at the organization. The major components of the Information Technology (IT) organization and how they relate to the overall organization and management structure of the company are analyzed. With a view towards Sarbanes-Oxley (SOX) impact as well as cost effective return on investment (ROI), the total picture of how the IT organization contributes to the profitability and cost effective use of business resources. Effectiveness of IT staff and policies and procedures as well as IT Internal Controls and methodologies in use are evaluated.
Coordinated EDI and transactional interface in conjunction with an Enterprise One (JD Edwards) upgrade to release level 8.10 for a West Coast importer. Developed table/file extensions for auxiliary file processing to facilitate inbound and outbound transaction processing. Made recommendations for EDI functional capability upgrades.
Implemented the Electronic Transaction Flow Management (ETFM) system to identify and address all electronic transaction processing for an engineering parts supply company. Developed project plans for the EDI Gentran to webMethods conversion with integration to web services and order processing. Consolidate all financial order-to-cash and order-to-pay transaction activities plan and schedule.
Conducted a Pre-SOX (Sarbanes-Oxley) audit review of corporate systems, functions and internal controls. Conducted overview and analytical review of all financial and operational systems as they pertain to revenue and balance sheet accounting and financial statement preparation. Focus on internal controls and implications of the approval/certification process as defined in Sarbanes-Oxley legislation. Worked with remediation teams to augment existing documentation, procedures and internal controls. Develop a methodology to move the organization toward COBIT/CMM system control levels.
Managed the pre-implementation audit of Enterprise One (JD Edwards) EDI shipping and distribution system for a Midwest plastics manufacturing company. Integrated Enterprise One systems to legacy shop floor manufacturing and injection mold production operations. Developed and deployed Advanced Ship Notice (EDI 856) and Invoice (EDI 810) transactions and Order to Cash operations with wholesale and retail customers across the USA and Canada.
Managed a Sarbanes-Oxley project to develop internal controls systems for automated systems. Wrote business and operational procedures for change control and systems development. Coordinated pre-audit activities with independent auditors with Sarbanes-Oxley focus.
Performed analytical reviews and developed functional and technical design specifications to coordinated hospital, clinical, radiology and laboratory systems data flows to enhance a new Deductible Health Maintenance Organization (DHMO) billing processes. Coordinated between each of the subsystem teams to accelerate their data capture and process flows into an enhanced DHMO member billing process. Developed testing criteria and monitored testing and implementation. Worked with accounts receivable and adjudication functional teams to process data in a timely manner in order to produce billable results. Project anticipated return is a $1.4 million revenue increase in first six months.
Managed the HIPAA EDI data base re-engineering project for a State Medicaid Management Information System (MMIS) to comply with all federal HIPAA rules that effect how health care claims and data must be processed to be HIPAA compliant. Constructed and issued a State Request for Proposal (RFP) for an EDI Translator as well as the Proposal Evaluation Documents. The data base re-engineering consisted of a structured ‘repository’ to map EDI data into and out from interfaced with the State’s existing MMIS systems.
Developed HIPAA compliant EDI processes, systems interfaces, procedures and controls for a regional health care provider with membership exceeding 170,000 and provider network of over 3,000 primary care physicians and 5,000 specialty physicians and 100 hospitals. The Erisco/Facets system is the primary support systems for benefit enrollment and records. The Gentran NT Server was utilized in conjunction with Erisco/Facets support systems to enable inbound/outbound HIPAA EDI transaction in support of HIPAA 834, 835, 837 270/271 transactions. Trained support staff and developed procedures and documentation for ongoing operations and control systems.
Assist a leading manufacturer of windows, doors and molding products to develop internal Accounts Receivable (A/R) processes to enable the receipt of ANSI X.12 EDI Remittance Advice transactions (RA820) into the JD Edwards OneWorld Accounts Receivable system. The project included building interfaces to J D Edwards (JDE) OneWorld Enterprise Resource Planning (ERP) A/R system for trade customer payments and remittance data, implementing automated cash application processes for JDE OneWorld A/R and training internal resources for executing the necessary manual A/R cash application activities. The EDI interface was implemented utilizing IPNet Solutions data communications tools and Mercator transaction set mapping.
Deployed a trading partner system for a major electronics company that electronically supplies a comprehensive set of data and information to the Strategic Supplier/Partners. The Strategic Supplier/Partner utilizes this data to establish an optimized supply chain and replenishment strategy for each item to be supplied to the electronics company. The model is based on a mutually beneficial “partnership”. The Supplier/Partner is allowed certain latitudes in setting up the strategic and tactical deployment methodologies and is measured on the overall success of the model versus the more traditional customer/supplier methods and metrics. The two prime objectives of the business model are increased inventory turns while increasing the Customers’ schedule flexibility in a zero stock-out, and Supplier managed MRP environment utilizing EDI and electronic commerce. The overall program objective is to share vital information with the Supplier/Partner to allow for the transitioning of the decision-making process from within the electronics company to the supply chain link with the greatest degree of control and flexibility; the electronics distribution channel. The system was implemented utilizing IPNet eBiznessä Transact for NT and IPNet eBiznessä Map in conjunction with Oracle 8.16 and MTMS E.R.P.
Managed the deployment of a food service company’s implementation of NT Based SAP EDI for the application interface to a wholesale distribution chain. Coordinated the IDOC interface with Harbinger TLE, EDI translation software, for Purchase Order, Order Confirmation and Invoicing. Managed the application and user dialog interface to ensure accurate translation and subsequent order processing and distribution. Also coordinated the EDI processing for inter-company order fulfillment and distribution on a linked AS/400
Developed internal Accounts Receivable processes for an international household appliance manufacturer and distributor encompassing activities currently provided by a third party service. Implemented Harbinger EDI interfaces to JD Edwards A/R for trade customer payments and remittance data; established trade customer lockboxes, built an automated cash application process for JD Edwards A/R, and staffed/trained internal resources for executing the necessary manual A/R cash application activities. Project included banking lock box interfaces be developed with electronic funds transfer processing and automated remittance advice processing utilizing EDI X.12 standard transaction sets (820 & 823) with adjustment activity reported on EDI X.12 (812) transactions.
Completed a migration to Oracle based ROSS ERP systems and full implementation of Sterling Gentran NT Server EDI interfaces to national retail chains for processing purchase orders and invoicing. The project required setup and testing with multiple large national retail chain store operations and order entry systems for the manufacturing, shipment and delivery of drug and pharmacological products.
Implemented EDI capabilities and training in Europe for an International Pharmaceutical company on AS/400 platform and Harbinger EDI translation software via GEIS value added network and corporate WAN. Interfaced JD Edwards ERP software systems to European based warehouse operations and locally developed warehouse management systems. Trained project team in EDI functionality and interface standards and assisted in the development and deployment of the bridging application systems implementation. Acted as liaison project manager to USA based EDI support and development team throughout the deployment process.
Implemented EDI capabilities and training in Europe for an International Pharmaceutical company on AS/400 platform and Harbinger EDI translation software via GEIS value added network. Interfaced JD Edwards ERP software systems to European based warehouse operations and locally developed warehouse management systems. Trained project team in EDI functionality and interface standards and assisted in the development and deployment of the bridging application systems implementation. Acted as liaison project manager to USA based EDI support and development team throughout the deployment process.
Implement EDI capabilities in conjunction with JD Edwards CUM-10 upgrade. EDI facilities brought USA based manufacturing on-line with distribution and manufacturing services and support in Belgium, serving Eastern Europe. Applications integration included financial, distribution and manufacturing systems. EDI interfaces encompassed both EDIFACT and ANSI X.12 transaction standards. Communications interfaces spanned Internet, Extranet, Value Added Network (VAN) carriers and internal SNA bridging networks. Harbinger TLE and Premenos translation engines were implemented across AS/400 architecture with NT4 Server connectivity.
Established full Electronic Data Interchange (EDI) services for an International Pharmaceutical company using Harbinger/Premenos EDI/400 and TrustedLink Enterprise services. This included the interface to existing AS/400 distribution systems and the JD Edwards Financial and Distribution systems at multiple international locations. EDI services were established in support of both intra-company and external trading partner relationships. Full sales order, purchase order, receipt, and manifesting processes were supported as well as shipping and delivery interfaces with international freight forwarders. Both ANSI X.12 and EDIFACTS standards were utilized.
Developed and deployed a DB2 based Year 2000 conversion methodology and support system to address COBOL and PL/I systems. The system fully scans and locates cascading data variables (CDV's) by constructing a relational data base model utilizing the DB2 Universal Data-Base. The system then processed the CDV's and encapsulates the necessary code with a windowing code set to enable the program to properly function when utilizing dates beyond December 31, 1999.
Completed the implementation of PeopleSoft Human Resource and Payroll system for a large resort management company. A complete and detailed project management plan and schedule was coordinated with the PeopleSoft implementation team. The system was implemented utilizing the Oracle (HP/UX) based version over a company wide NT 4.0 Intranet communications infrastructure. The project entailed coordination of user training, conversion from outside payroll services and customized reporting. PeopleTools and Cognos Report mapping tools were also fully deployed.
Managed the merchandising and accounting system migration and conversion to the JDA Merchandise Management System for a national retail chain. System configuration included dual AS/400’s, Windows NT, Microsoft SNA Server, utilizing Windows95 desktop workstations. The project also included the conversion from service bureau Payroll processing for over 10,000 employees, to in-house processing using Informix/PeopleSoft Human Resource System on a Sun Sparc100.
Managed the implementation of a Resort Management Information System, negotiated contracts and arrangements for $2.5 million software and services selecting the Oracle Enterprise database and HP/UX hub server to manage the Intranet based application system. Completing the conversion AS/400 data mapping processes, the system was deployed in a Windows95 and Office97 client environment.
Coordinated the cross divisional development and implementation of a clothing design and production order system for both domestic and Far East production for a large national retail firm. This encompassed a substantial T1 network linking the US based retail operations with the manufacturing divisional offices located outside of Boston; all of which were tied to a satellite transponder link to the Hong Kong manufacturing offices. This provided the means to specify the form and content of a garment, transmit the specifications and obtain a detailed cost estimate within a 24 hour period. This resulted in the ability to design, manufacture, ship a new garment in a matter of days instead of a number of weeks.
Managed a twelve-month project, which consisted of the complete design and construction of a data center, including the selection and installation of computer equipment and support facilities. In addition, application software was selected, enhanced and implemented for the health and welfare processing systems of the Michigan Conference of Teamsters’ Welfare Trust Fund. A PC based system to access a state wide multi-drop communications network was developed and supported by the DOS/VSE IBM host. The system was designed to enter data and update status of health and welfare insurance claims.
Managed the establishment of a scheduling system to support the Sohio Sea Lift Project in Prudhoe Bay Alaska, resulting in the successful completion of the largest equipment and supply movement in Prudhoe Bay history to that period. The Artemis project management system software was utilized on a dedicated HP9000 computer system. The detailed schedule with overlapping resources and inter-project dependencies were defined in increments of as little as five minutes for a project period of six elapsed weeks.
