Case Studies


Project Manager, Functional and Technical

Completed business requirement analysis and gap analysis.  Set up Oracle GL, AP, AR, FA, INV and PO 11i for the development team.  Reviewed iProcurement and Web Requisitions to determine the additional set ups and documentation for 11i.  Documented all set ups.  Created new users.  Managed a six-person Oracle development and functional implementation team.  Interviewed and hired all technical and functional personnel.  Developed and maintained project plans.  Wrote test plans.  Conducted conference room pilots.  Designed a custom contract management system (CMS) and custom clearing and settlement system (CSS) based on NACHA guidelines including all forms, triggers and procedures using Oracle Developer 6i.  Designed all interfaces to and from Oracle GL, AP, AR, FA, INV, PO Release 11i, custom system and Clarify.  Created the ERD and all database objects for both custom systems. 

MidAmerican Energy

Financials Support and Lead

Implement a New Set of Books and Provide System Support 11.5.10 for a regional energy holding company. Provide support services for users of Oracle Applications.  Set up and configure General Ledger, Accounts Receivable, Purchasing, Inventory, Cash Management and Accounts Payable for testing and prototyping. Create and manage project plans.  Create custom reports using Oracle Reports and Discoverer.  Provide System Administration functions such as adding new users and creating responsibilities.   Troubleshoot any issues that may arise for the Oracle Financials, Purchasing and Inventory applications.   Develop project plans and budgets.  Create change management and Issue Management policies and procedures.  Manage, co-ordinate and organize system testing and cut-over planning.  Perform project management duties as required.  Wrote an interface to Accounts Receivable.


Functional Lead
Implement Purchasing and iProcurement 11.5.10 for a cellular service provider.  Perform requirements gathering and gap analysis.  Document and analyze interface and conversion procedures.  Set up applications.  Conduct end-user training and knowledge transfer.  Perform conference room pilots.  Modify reports using XML Publisher and XSLFO.  Modify workflow to meet business requirements.  Create form personalizations for purchase order defaults.  Create a custom approval process using custom procedures and modifying standard Oracle procedures to meet business requirements.  Create a custom procedure to duplicate requisition lines based on project information uploaded from an attachment in iProcurement.  Modify Oracle Discoverer reports to meet client requirement.

Party City

AP Functional and Technical Lead,

Performed as the senior consultant in charge of Accounts Payable implementation at Party City, Incorporated, a retail organization with 100 plus stores specializing in party and holiday supplies.  Duties included the analysis of present business procedures, the identification of gaps and determining the appropriate solutions.  Other duties included training the end users and testing.  Designed and assisted in the development of a custom application to automatically match the distribution lines of an invoice to a PO including the writing of triggers and interfaces to the AP Release 10.7 module using PL/SQL and Forms 4.5.  Modified the check format and remittance advice to fit Party City’s specifications using Reports 2.5.

Western Digital

Financials Lead

Upgrade General Ledger, Fixed Assets and iExpenses from 10.7 to 11.5.10 for a global hard drive manufacturer. Upgrade to multiple business units and multiple currencies (Japanese Yen, Thai BAHT, Taiwan Dollar, French Franc, German EURO, Malaysian Ringgit), improvements to the existing Oracle instance architecture to enable global system access, reporting and SOX compliance.  Perform functional application setup, configuration, and testing with business users.  Troubleshoot problems related to Oracle eBusiness Suite Financials.   Participates in unit, regression and integration testing of developed solutions, as well as prepares migration instructions.  Provides timely technical & functional production support via direct communication with end users.