Resume - Clarity
I have helped 133 clients in a dozen industries exceed expectations! Since 1998 I have focused on "Project and Portfolio Management (PPM)" strategies to deliver enhanced management effectiveness, efficiency & value. My "Enterprise Investment Optimization (EIO)" practice expands these techniques to encompass the entire organization's investment strategy. My "Performance Management" practice leverages advanced strategies, tactics, methods & technologies to enhance delivered effectiveness & efficiency. My "Independent Project Risk Assessment (IPRA)" practice identifies & mitigates "troubled project" management weaknesses. I served as an Expert Witness on 16 class action, service contract, trade secret & Federal ligations.
In addition to my Graduate Studies in Program/Project Management, I completed formal Program Management Office (PMO) & PPM classes while a KPMG Risk Manager. I have PMO experience at major international commercial clients including: Verizon Wireless Little Rock, ING Bank Amsterdam, Fortis Bank Brussels, Topdanmark Insurance Copenhagen, and PriceWaterhouseCoopers Toronto. Domestic PMO clients include TIAA-CREF Retirement NYC, Credit Suisse NYC, Bank of America Atlanta, Ally Financial Charlotte, American Micros Devices Austin, Charter St. Louis, Hospira Lake Forest, DirecTV LA, and Xerox Global Services PA. US Federal Government clients include: Naval Supply Systems Command, Defense Logistics Agency, Federal Deposit Insurance Corp & Office of the Comptroller of the Currency, FAA, NASA, NIST, HSS, GSA & Agriculture.
I specialize in architecting & implementing PPM Solutions to increase Return On Investment (ROI), minimize risk & enhance governance effectiveness & regulatory compliance. Since 2002 I have completed 33 PMO/PPM engagements (see "" below) in support of major clients using the CA Clarity PPM product family - 9 as a subcontractor to CA Technologies Services. I am fully experienced with all technical, functional, enterprise integration & solution strategy aspects of CA Clarity PPM. I am Secretary of the CA Clarity Global Users Community.
As a manager in KPMG's Global Business Risk & Continuity Planning Practice, I helped Cisco Systems, Macromedia, Guess, Inc. & Superior National Insurance Group assess global risks, develop business contingency plans and deploy profitable risk mitigation strategies.
I earned a Master of Science in Management (equivalent to an MBA) from Rensselaer Polytechnic Institute's (RPI's) Lally School of Management and Technology. In a cooperative program with the Albany Medical College, I worked towards a PhD (incomplete) in Health Care Delivery Information Systems, which I later deployed as Director, Product Management at Wellmark. I was a co-operative education student at IBM while I received a BS & MS in Electrical Engineering in computer systems design from RPI.
EMPLOYMENT SUMMARY [Employment Details provided starting on Page 3]
Jeffrey A. Bloom, Santa Fe, NM Independent Senior Project & Portfolio Management Solution Strategist, 3/04-date
Image Media Impact, Santa Fe, NM CTO, COO, EVP Marketing, Digital Media Displays & Websites, 2/09-date
Xinify Technologies, Inc., Los Angeles, CA VP Integration Services, Project Mgt & EAI Consulting, 09/02-03/04
HDR Engineering, San Diego, CA IT Strategy & Program Management Consultant, 9/02-11/02
Cable News Network, Atlanta, GA Interactive TV Strategy Consultant, 6/02-8/02
DirecTV, El Segundo, CA IT Outsourcing, Program Management & Interactive TV Strategy Consultant, 1/01-6/02
PriceWaterhouseCoopers, Toronto, Canada Program Management Office Strategy & Implementation Consultant, 9/00-12/00
eCALYX, Milpitas, CA VP IT & Project Portfolio Management Solutions & Strategy, 3/00-8/00
KPMG Consulting/BearingPoint, Los Angeles, CA Manager, Global Year 2000 Business Risk & Continuity Planning, 9/98-2/00
InfoBase Systems, Oxnard, CA CEO, Business Risk & Year 2000 Continuity Planning Consulting, 4/97-8/98
Ravel Software, San Jose, CA VP Business Development, Systems Architecture, Enterprise Integration 3/96-4/97
InfoBase Systems, Oxnard, CA CEO, IT Services & Strategic Management Consulting, 9/95-3/96
The Zenith Insurance Co., Woodland Hills, CA Systems Delivery Services Manager, Workers Compensation Insurance, 9/94-8/95
Wellmark/MedE America, Westlake Village, CA COO/Director, Product Management, Healthcare Claims Processing, 2/93-7/94
Network Intelligence Associates, Washington, DC CEO, Federal Program Management & Expert Systems Consulting, 1988-1993
Digital Development Corporation, Washington, DC VP Business Development, Federal IT Program Management Consulting, 1985-1988
BBSystems, Washington, DC CEO, Federal IT Program Management & Procurement Consulting, 1981-1985
Network Analysis Corp (CONTEL/GTE), Vienna, VA Director, Information Systems Studies, Network Design & Analysis, 1976-1981
The Budd Co., Troy, MI CTO/Technical Services Manager, Financial & Manufacturing Systems, 1973-1976
IBM Corporation, Poughkeepsie, NY Systems Programmer, Test Technology and Time Sharing Option (TSO) 1968-1970
PERSONAL CONSULTING CLIENTS [ indicates CA Clarity PPM-related engagements]
Consulting/Professional Services
APR Consulting
CIBER, Inc.
Deloitte LLP
Empowered Networks
Ensol Corporation
FoundryOne
Freeman Consulting
Hall Kinion & Associates
HDR Engineering
Information & Strategic Consulting
Infor Global Solutions
PriceWaterhouseCoopers, LLP
Project Performance Consulting| Group
KPMG, LLP / BearingPoint
TEKSystems
TTI of NY, Inc.
Signature Consulting
Spartan Resources
Unique Computer, Inc
Excelligent
Xinify Technologies
Xerox Global Services
Entertainment/Media/Web
The Bergen Record Newspapers
Charter Communications
CNN
DIRECTV
eCALYX
ESPN
Fontana di Roma Restaurant
IniTech Consulting
iTenol
The Phoenix News Papers
The Ritz-Carlton Hotel Coconut Grove
Viacom
Vivendi Universal Games
Warner Bros.
Healthcare/Insurance
CDR Hospitals, India
GTE Health Systems
Highmark
Hospira
Factix/The L3C Group
Liberty Mutual Insurance
Quest Diagnostics
Superior National Insurance Group
Tenet Healthcare Corporation
Topdanmark Insurance Copenhagen
Wellmark ( now CES/First Data)
The Economical Insurance Group
The Zenith Insurance Company
Securities/Finance
Ally Financial
Bank of America
Credit Suisse
Fortis Bank Brussels
ING Bank Amsterdam
Merrill Lynch
Navy Federal Credit Union
PHH Mortgage
Primark (Thompson Financial)
Rabobank Support Services
Southeast Bancorp
TIAA-CREF
Information Technology/Communications
3COM
Cisco Systems
Citrix
CA Technologies (formerly NIKU)
Conam Computer Corporation
Ecalyx
Hewlett-Packard
Macromedia
Millennium Solutions
New Era Of Networks (NEON)
Open-ended Systems Corporation
ORACLE/Profit Magazine
Ravel Software
Sybase
Turnkey 2000
VentureTech 2000
Verizon Wireless
Manufacturing/Automotive/Rail
American Micro Devices
CSX Technologies
Eastman Chemical Company
Guess, Inc.
Hughes Space & Communications
Intel
Kimball Electronics
Norton Company
Pep Boys
Top Ten Enterprises
Varian Associates
Legal/Expert Witness
Allen and Gledhill
Buchanan Ingersoll
"Confidential" Trade Secret case
Douglas J. Campion
Eskridge & Associates
Feazell & Tighe LLP
Glancy Binkow & Goldberg LLP
Holland & Knight LLP
Hemar, Rousso & Heald, LLP
Hogan & Hartson
Horton, Know, Carter & Foote
Salon, Marrow, Dyckman & Newman
Thorsnes, Bartolotta, McGuire
Wilde Ricardi LeMoine Perkins
Zach Georgopoulos
Non-Profit Organizations
American Association of Railroads
Maricopa Community College
State/Local Government
City of San Diego
New York State Dept. of Health
Philadelphia Housing Authority
Federal/Defense Agencies
Air Force Logistics Center
Army Material Command
Defense Logistics Agency
Department of Agriculture
Department of Commerce
Dept of Health & Human Services
Federal Aviation Administration
Federal Computer Simulation Center
Federal Deposit Insurance Corporation
General Services Administration
National Aeronautics & Space Admin.
National Institute of Science & Technology
Naval Supply Systems Command
Office of the Comptroller of the Currency
Social Security Administration
Federal Contractors
Advanced Technology Incorporated
Boeing Computer Services
Computer Sciences Corporation
Information Technology Solutions
National Capitol Systems
Planning Research Corporation
Westinghouse
Xerox
SKILLS SUMMARY
Enterprise, Program & Project Portfolio Manager/Consultant, Enterprise Business Intelligence (BI)/Reporting
( Program Management Office (PMO), best practice methodology development, portfolio optimization, Maturity Assessment, CA Clarity PPM
( Project management/Risk assessment ( Advisory management consulting/Mentoring/Coaching ( Technology product management
( Sarbanes-Oxley/Corporate Governance ( Change management/Staff mentoring/Coaching ( Organizational change/development
Information Technology Assessment, Strategy, Integration, Conversion and Operations Enhancement
( Business Process Reengineering (BPR): requirements, analysis, modeling, process design, mentoring, implementation, evaluation
( Information Technology Architecture: opportunity assessment, strategic roadmap development, deployment, management
( Enterprise Application Integration (EAI): assessment, architecture, acquisition, design, integration, outsourcing, management
( Information Infrastructure & Operations: evaluation, strategy, architecture, deployment, management, performance analysis, optimization
Special Technology Expertise
( Business intelligence ( eXtensible Business Reporting Language (XBRL) ( EAI Adaptors ( Interactive/Satellite TV ( AI/expert systems
( Preparation of complex commercial & federal government “Requests For Information/Proposals” (RFIs/RFPs)
( Expert Witness/Analyst before the Federal GSA Board of Contract Appeals for the US Navy, Government of Singapore and 14 commercial litigants
Business Opportunity Development Expertise
( Information product/service definition, market analysis, development, marketing, sales, support, websites, digital media, operations
( Business strategy, planning, mergers & acquisitions ( eBusiness assessment, strategy & eCommerce website development/operations
( Operations & financial analysis ( Technology Incubators ( Prepare/manage large multi-partner proposal response to RFPs
EDUCATION
Rensselaer Polytechnic Institute, Troy, N.Y.
( Masters of Science in Management (MS MGT, equivalent to MBA), 1971-1972, I focused on how trends in computer-based information systems would affect operations of complex organizations. In particular, I investigated how the emerging "Electronic Medical Record" would affect the effectiveness, efficiency and quality of healthcare delivery systems.
( Doctoral Studies (incomplete), 1971-1973, completed all course work towards a PhD in Health Care Delivery Information Systems Design. In 1972 I spent a year in the Albany Medical Center Hospital exploring how the "then new" concept of “local area networking” would affect the management of patient records and the delivery of medical services. From 1993-1995 as COO at Wellmark, Inc. Westlake Village, CA, I was able to implement some of the concepts and techniques developed during my PhD studies as I managed the operation and enhancement of healthcare claims processing systems integration at 60 hospitals in California and New York.
( Masters of Science in Electrical Engineering (MSEE), 1970-1971, implemented a Computer Aided Instruction (CAI) prototype involving the use of artificial intelligence, expert systems, and deductive logic techniques to enhance the user experience and improve training effectiveness.
( Bachelors of Science in Electrical Engineering (BSEE), 1966-1970, cooperative education intern at IBM Poughkeepsie on the Time Sharing Option (TSO) & advanced Operating System/370 debugging & regression testing tools.
KPMG/BearingPoint, Los Angeles, CA
( Program Management Certificate portfolio management concepts, techniques, & stakeholder communications
( Project Management Certificate goals, objectives, strategies, techniques & key performance indicators
PROFESSIONAL MEMBERSHIPS AND HONORS
( 3rd-term Board Secretary, CA Clarity Global User Community,
( Past member of the American Institute of Certified Public Accountant's Extensible Business Reporting Language (XBRL) Steering Committee, financial taxonomy & analysis paradigm
( Member, Project Management Institute
( Senior Member, Institute of Electrical and Electronics Engineers
( Senior Member, Association for Computing Machinery
( Past Member, Technology Council of Southern California
( Inducted, Eta Kappa Nu, Electrical and Computer Engineering Honorary Society
( Inducted, Epsilon Delta Sigma Management Engineering Fraternity
( Inducted, Sigma Xi Scientific Research Society
PUBLICATIONS, PRESENTATIONS AND PROFESSIONAL ACTIVITIES
Frequent presentations and publications on current Enterprise and Project Portfolio Management & Information Technology topics:
( PPM Excellence Blog Posts as 3rd-term Secretary of the CA Clarity Global User Community
>“Managing expectations in leveraging CA Clarity Version 13’s new features”, 2/6/2013,
>“The essence of advanced Project and Portfolio Management”, 8/22/2012,
>“Balancing tool customization with Project and Portfolio Management best practice”, 7/26/2012,
>“Resource Management Challenges and Opportunities: A Strategy for Success”, 7/2/2012,
>“Success is delivering on the expectations you set! Part 3: ‘Great by Choice’ & ‘Kanban’”, 5/28/2012,
>"Success is delivering on the expectations you set! Part 2: Change Management", 4/17/2012,
>"Success is delivering on the expectations you set!", 2/6/2012,
>"Adding CA Clarity PPM's Planning Power to Enterprise Resource Planning", 12/6/2011,
>"No Surprises", 10/21 /2011,
>"Considerations when first implementing CA Clarity PPM", 9/12/2011,
>"Demystifying Portfolio Management: How CA Clarity PPM can add value", 6/13/2011,
>"PPM Perspectives - Vision vs. Schedule", 4/26/2011,
>"A strategy for CA Clarity PPM Roll Out", 3/9/2011,
>"Avoiding Project Portfolio Management Pitfalls: How IV&V and CA Clarity PPM can help!", 2/4/2011,
>"Top-down vs. Bottom-up Planning: Leveraging CA Clarity PPM's features", 12/16/2010,
>"Balancing planning detail with effective and efficient management and reporting", 11/3/2010,
>"Is CA Clarity PPM a solution looking for a problem at your organization? If so, focus on BENEFITS that can be delivered NOW!”, 9/27/2010,
( "Upgrade vs. Migrate: Lessons Learned & Using "Management Risk & Compliance" to justify CA Clarity PPM", Winter 2009 CA Clarity Product Line Community Web Conference - Tips & Techniques, January 8, 2009
( "Leveraging Clarity's Notes Facility & SCRUM in Clarity", Fall 2008 CA Clarity Product Line Community Web Conference - Lessons Learned, October 8, 2008
( "What not to do while implementing Clarity: Incorporating 'Resource Allocation' processes while preparing for 'activity-based' planning", Summer 2008 CA Clarity Product Line Community Web Conference, July 10, 2008
( "Extending Clarity for Targeted Status Reporting", CA Clarity Product Line Community Winter Web Cast, January 10, 2008,
( "Independent Project Risk Assessment" Presentation and Datasheet and
( "Integration Case Study: Managing IT Demand Through Integration to Remedy Help Desk", Niku 2004 Global Users Conference, September 28, 2004
( "Integrating Data and Applications with Niku 6", Niku User's Group, Pleasanton, CA, January 30, 2003
( "Is Your Organization Really Ready for YEAR 2000? ", Industry Insight, Oracle Magazine, Jan/Feb99,
( "Survival 2000: How to Protect Your Business Operations and Relationships", ORACLE Profit Magazine, Nov/Dec98,
( "Management Perspectives on Handling the New Millennium", ORACLE Magazine, Nov/Dec97,
( "Year 2000: Beyond The Information Technologists", Oracle OpenWorld97,
( "Year 2000 Awareness": San Francisco Year 2000 User's Group & Salt Lake City Oracle User's Group
( Past presentations include: Federal Computer Conference, NetCom, National Computer Conference, HP-InterEx Conference, IEEE LAN Conference, Oracle Openworld
EXPERT WITNESS/LITIGATION CONSULTANT
( Holland & Knight LLP: Expert Deposition in consulting contract negotiation litigation, 5/07-9/07
( Allen and Gledhill: Expert opinion on termination of outsourced systems implementation, 2/05-5/06
( Feazell & Tighe LLP: Forensic analysis in product false advertising class action, 9/06-9/08
( Wilde Ricardi LeMoine Perkins: Forensic analysis in product false advertising class action, 5/06-9/06
( Glancy Binkow & Goldberg LLP: Forensic analysis in product false advertising class action, 4/04-5/06
( Horton, Knox, Carter & Foote: Expert analysis of alleged software systems failures, 11/05-2/06
( Zach Georgopoulos: Forensic consultant in manufacturer contract performance action, 3/04-6/04
( Douglas J. Campion: Discovery strategy and forensic consultant in medical billing class action, 5/03-5/04
( Hemar, Rousso & Heald, LLP: Discovery strategy & forensic consultant in equipment valuation, 1/04-4/04
( Thorsnes, Bartolotta, McGuire: Expert Report/Deposition in medical billing contract litigation, 2/03-1/04
( Eskridge & Associates: Expert Report on security system circumvention in employment litigation, 8/03-9/03
( Michael Obrand: Discovery strategy in software trade secret litigation, 2/03-4/03
( "Confidential" Expert Report/Mediation Testimony in software trade secret litigation, 2/03-7/03
( Salon, Marrow, Dyckman & Newman: Expert Report/Deposition in product contract litigation, 12/02-3/03
( Buchanan Ingersoll: Discovery strategy consultant in Highmark contract litigation, Nov 2001-Jan 2002
( Hogan & Hartson: Federal Contract Award Appeal discovery, Xerox vs. US, 1982
DETAILED EXPERIENCE [ indicates CA Clarity PPM-related Engagements]
Image Media Impact, Miami, FL, Vice President & Chief Technology Officer, 7/07-date
Retail profitability is enhanced through the use of innovative digital displays to deliver targeted merchandising messages at the point of purchase. Store windows, entrances, merchandise areas, inter-area paths, isle end area and shelf displays are used to entice customers to visit display new/special merchandise and to communicate why an immediate purchase is warranted.
, Apeldoorn, NL, E-commerce Website Development, enhancing social & eCommerce features, 12/12-date
The Ritz-Carlton Hotel, Coconut Grove, Miami, FL Update Digital Marketing Systems - new Spa & Restaurant content, 11/11-date
Top Ten Enterprises, San Juan, PR, Developing tablet-based solutions for the Hospitality, Restaurant & Retail market, 8/09-date
Jeffrey A. Bloom, Miami, FL, Senior Enterprise and Project Portfolio Management Consultant, 4/04-date
PMO/PPM Maturity Assessments, Roadmaps, Guidance, Implementation and operations support at the following clients:
Verizon Wireless, Little Rock, AR, Project Portfolio Management Advisor/Mentor/Coach/Administrator, 10/12-5/13
( Assist Information Technology staff in the adoption, use and leveraging of a highly customized implementation of CA Clarity PPM
( Advise Information Technology Stakeholder on efficiency, effectiveness and adoption of customized processes and objects
( Work with Administration and Development teams to identify, assess, characterize & refine functional and technical enhancements
Hospira, Lake Forest, IL, Project Portfolio Management Solution Strategy Consultant,, 10/11-1/12
( Assessed effectiveness & efficiency of Program Management Office strategies, policies, tactics, procedures, and support by CA Clarity PPM.
( Developed a refined deployment roadmap to define, vet, implement and deploy ease of use enhancements to minimize administrative overhead while enhancing effective decision making, risk minimization, collaboration, business process alignment, data quality, forecast confidence, business process compliance, perceived value, and user acceptance.
Ally Financial, Charlotte, NC, Project Portfolio Management Solution Architecture Consultant, 5/11-9/11
( Assist the Global Program Management Office and the CA Clarity PPM Execution team in the enhancement of benefits, value, effectiveness and efficiency of Project Portfolio Management methodologies, processes, procedures and tools.
( Champion a solution strategy that moved from the current qualitative project status reporting methods to Best Practice quantitative, activity-based project planning and status reporting techniques
( Develop a solution approach that leverages Financial Management functionality as a foundation for deployment of real-time Business Case Analysis and formal Project Portfolio Management.
( Identify suboptimalities and enhanced solutions for holistic enterprise-wide Resource Management
Bank of America, Atlanta, GA, Sr. Project Manager, 1/11-4/11
( Manage identification/characterization of risks, description/prioritization of issues, documentation/follow up of action items and revising/tracking/reporting of project plans for a large government mandated project in the Home Loans and Insurance sector:
( Manage issues relating to Office of the Comptroller of the Currency (OCC) Matters Requiring Attention (MRAs).
( Manage Documentation storage configuration on the enterprise system used to memorialize all information needed to support internal and OCC compliance audits.
( Prepare documents as part of the enterprise change management system policies and procedures.
( Setup, configure and administer custom project SharePoint sites in accordance with policies and procedures.
( Host Daily Project Team meetings, configure/manage the Project documentation site, follow up status and completion reporting for "Agenda" items and "Team Action Reports".
( Manage detailed Project Plans in Microsoft Project with integration to a Master Project Plan maintained by the Business Control Manager, including the formal Project Change Management procedures.
Credit Suisse, New York, NY Sr. Project Portfolio Management Solution Architect, 11/10-12/10
( Assist the "Information Technology for Information Technology" Department in developing an enhanced Portfolio, Project, Resource and Budget Forecasting Business Process that leverages the advanced features of CA Clarity PPM Release 12.1.
( Advise on how CA Clarity's "Process" facilities could be leveraged to enhance Planning Process Governance (authority, reviews, approvals) and Quality (consistency, completeness, level of detail, achievement of mandated confidence levels, comparison with best practice norms, etc.)
The Economical Insurance Group, CA Clarity PPM Consultant, Kitchener, Ontario, Canada, 7/10-12/10
( Evaluate Program Management Support requirements, and add new functionality to existing custom forecasting Portlets to meet advanced needs under a part-time retainer.
Charter Communications, St. Louis, MO Sr. Project Portfolio Management Solution Architect, 11/10
Assist the Program Management Office in evaluating how an existing "New Product Development" process could leverage CA Clarity PPM's Portfolio Management and Release Management functionality by examining the current spreadsheet-based solution, and mapping it into corresponding CA Clarity PPM features.
American Micro Devices, Austin, TX Sr. Project Portfolio Management Solution Architect, 03/10-10/10
( Assess the implementation of "Supply/Demand" Resource Management & "Percent Time Capture" extensions to CA Clarity PPM to support unique Engineering management challenges
( Enhance the maturity of the packaged software delivery policies and procedures
( Architect, configure, integrate, train & deploy CA Clarity Resource & Financial Management for the IT PMO
, Apeldoorn, Netherlands E-commerce Website Design & Implementation, 2/10-08/11
Tenet Healthcare Corp, Dallas, TX Sr. Project Portfolio Management Solution Architect, 11/09-03/10
( Demonstrate how CA Clarity's Portfolio Management & Financial Management could be leveraged to optimize the upgrade of Healthcare Information Systems & related operations under the American Recovery & Reinvestment Act
Infor Technologies, Atlanta, GA Sr. Project Portfolio Management Solution Architect, 10/09-10/09
( Assess accomplishments and opportunities of CA Clarity PPM implementation
( Identify, evaluate and propose a Deployment Roadmap to achieve enhanced PPM/Clarity Return On Investment (ROI)
Office of the Comptroller of the Currency, Washington, DC Sr. CA Clarity PPM Solution Architect, 9/09-10/09
(Define policies & procedures for the management/documentation of the CA Clarity PPM development, test, staging, QA & production environments
The Ritz-Carlton, Coconut Grove, Miami, FL Custom Digital Promotional Display System, 8/09-9/9
( Design, implement & install "Digital Media Displays" to highlight hotel attractions and amenities
Rabobank Support Services, Jersey City, NJ Sr. Project Portfolio Management Solution Architect, 7/09-8/10
( Management assessment of Project Portfolio Management and CA Clarity PPM maturity
CSX Technologies, Jacksonville, FL Sr. Project Portfolio Management Solution Architect, 6/09-7/10
( Advice on the development of Program Management strategy for a large multi-year infrastructure upgrade project
( Prepare & deliver Program Management training for use of Microsoft Project with CA Clarity PPM
Fontana di Roma Restaurant San Juan, PR Custom Digital Promotional Display System, 4/09-6/09
( Design, implement & install "Digital Media Displays" to highlight menus and events
Freeman Consulting, Newark, Delaware, CA Clarity PPM Marketing Consultant, 01/09-5/09
( PPM/Clarity Business Development & Consulting
Topdanmark Insurance, Copenhagen, Denmark, Senior CA Clarity PPM Solution Architect subcontract through CA Services Denmark, Copenhagen in association with Xinify Technologies UK, 8/08-12/08
( Assess current NIKU 6 usage, customizations and the potential benefits of upgrading to Clarity Version 8.1.1
( Evaluate the technical risks and probable duration of the standard product upgrade path requiring 6 upgrades
( Devise and validate a two-phase "migration" alternative: move "closed" projects in advance of system downtime needed for final migration
( Implement the migration of 3500 projects and 600 users from NIKU 6.1.5 to Clarity 8.1.1 while re-architecting the use of the Financial Module in conjunction with a custom data warehouse
( Evaluate the use of Lightweight Directory Access Protocol (LDAP) interface for user account security synchronization, custom resource maintenance forms and custom timesheet approval processes
ING Bank, Amsterdam, The Netherlands, Senior CA Clarity PPM Solution Architect subcontract through CA Services Benelux, Utrecht, The Netherlands in association with Xinify Technologies UK, 3/08-8/08
( Assess current Clarity usage and the potential benefits of upgrading to Clarity version 8.1
( Identify opportunities to leverage Clarity's "Out of the Box" functionality including advanced reporting and process automation facilities to improve overall effectiveness and Prince2 Governance compliance
( Help to establish the Program Management Office for a 3,000,000 Euro Clarity ROI Enhancement project
( Develop a two year "Clarity Deployment Roadmap" detailing opportunities, benefits & activities to achieve
( Evaluate the transition from custom budgets & approvals to standard Financial Management functionality
Fortis Bank, Brussels, Belgium, Senior Solutions Architect subcontract through CA Services, Utrecht, The Netherlands in association with Xinify Technologies UK, 3/08-5/08
( Evaluate the transition from custom project budgets & approvals structures to the standard Clarity data model
( Document the benefits of and the transition process to the use standard Clarity structures and reports
TIAA-CREF, New York, NY, Clarity Reporting & Project Portfolio Management Support subcontract through TTI of NY, Inc., 4/06 to 4/08
( Assess current usage and identify additional opportunities to leverage CA Clarity PPM's advanced reporting and process automation facilities to improve overall effectiveness
( Enhance and develop customized Actuate reports to support external reporting and presentation requirements
( Configure and create custom portlets to meet ever-changing operations analysis and display requirements
( Meet even more demanding operational assessment requirements by integrating custom Excel analysis spreadsheets with the Clarity database via the Open Data Base Connectivity (ODBC) integration facilities
( Interface Clarity's timekeeping sub-system to an external human resources service provider
( Create custom Excel-based data entry forms that (a) validate data with extracts from the Clarity database (ODBC) and (b) automate input into Clarity via the XML Open Gateway (XOG) integration facility
( Enhance Clarity performance through configuration analysis and fine tuning
( Create a User Acceptance Testing environment to facilitate "best practice" modification and test policies
( Upgrade from Clarity 7.5.1.FP01 to 7.5.3.FP05
( Respond to and resolve bugs in cooperation with CA Clarity Support
Viacom, New York, NY, Clarity Financial Reporting Consultant, 12/06 to 5/07
( Provide customization & training to support the Program Support Office operating in a partitioned environment hosted at CA, Inc.
Federal Deposit Insurance Corporation, Washington, DC, subcontract through CIBER, Inc., 7/04 to 12/06
( eXtensible Business Reporting Language (XBRL) Business Intelligence
> Evaluate and confirm "fast path" implementation of XBRL Download Facility on Public FDIC web site
> Develop XBRL Download Facility Alternatives Analysis and Recommendation
> Implement demonstration prototype for validation of requirements and demonstration at CSBS Conference
> Develop Functional Requirements Document, Combined Design Document, Test Plan, Test Report and Web Site Modifications to implement the XBRL Download Facility
( Relationship Management Program (RMP) Information Technology Impact Assessment
> Define and execute a preliminary high-level assessment of IT development time and costs to support RMP
Philadelphia Housing Authority, Philadelphia, PA, CA Clarity Consultant, through Unique Comp, Inc., 10/05-11/05
( Address functional & performance issues associated with custom task status Clarity 7.5.1 reporting enhancements
PHH Mortgage, Mt. Laurel, NJ, CA Clarity Consultant, through Xinify Technologies, Inc., 9/05-10/05
( Define, mentor & implement an Enterprise Resource Management policy & procedure for migration from Niku 6 to Clarity 7.0.5.
Xerox Global Services, Exton, PA, CA Clarity Consultant, subcontract through Xinify Technologies, Inc., 8/05-9/05
( Develop and implement a strategy for ensuring that "Business Requirements" identified during a major upgrade to Clarity 7.5.1 are effectively documented and approved by “owners & stakeholders” during the User Acceptance Testing process
Vivendi Universal Games, Los Angeles, CA, CA Clarity Consultant, subcontract through Xinify Technologies, Inc., 7/05-7/05
( Assess the challenges in upgrading from Niku 6.1.5 to Clarity 7.5.2 given the unique customizations implemented to meet the client's business process requirements.
( The evolution from Niku Author to the enhanced process management & scheduling capabilities available within Clarity 7.5.2 were examined.
( Recommendations for use of the new facilities and an upgrade path were provided.
CSX, Jacksonville, FL, Niku Clarity Integration Consultant, subcontract through TEKSystems, Inc, Feb 05 to Jun 05
( Implement and integrate Niku Corporation's Clarity Enterprise Portfolio Management system interfaces to Oracle Financials, PeopleSoft and an external payroll service.
Liberty Mutual Insurance, Portsmouth, NH, Niku Implementation Consultant, Xinify Technologies, Inc., 1/05-2/05
3COM, San Jose, CA, Niku Clarity Training, subcontract through Xinify Technologies, Inc., 12/04
ESPN, Bristol, CT, Mobil Affinity Market Study, in conjunction with IniTech Consulting, Inc., 11/04-12/04
Xinify Technologies, Inc., Los Angeles, CA, VP Integration Services, Project Mgt & EAI Consulting, Dec 2002-Mar 2004
( Manage Enterprise Application Integration (EAI) projects as a subcontractor to Niku Corporation (now CA Technologies)
> Develop/Implement Niku-to-Research Database (Microsoft Access) interface for Quest Diagnostics
> Develop Niku usability add-on product to satisfy unique management requirements of Hewlett-Packard
> Perform Niku EAI project requirements analysis at Eastman Chemical Co., Architecture at Warner Bros.
> Propose Niku EAI projects at: International Paper, Nissan, Openwave, Pfizer, Phillips, Regence, Toyota, 20th Century Fox, Warner Bros. and Wells Fargo
( Strategy development for Sarbanes-Oxley Corporate Governance Compliance product and services
HDR Engineering, San Diego, CA, Information Technology Strategy Consultant, Sep-Nov 2002
Subcontract through Information Strategy & Consulting, Inc., Omaha, NE
( Develop Information Technology requirements & analyze strategic deployment alternatives for the San Diego Metropolitan Wastewater Department
Cable News Network, Atlanta, GA, Interactive Content Roadmap Consultant, Jun-Aug 2002
In conjunction with IniTech Consulting, Inc., Marina Del Rey, CA
( Assess opportunities for the integration of interactive content development with broadcast operations
( Identify concepts, products and services to achieve multi-platform content reuse and efficiencies
DirecTV, Inc., El Segundo, CA, Interactive Television/IT Outsourcing Consultant, Jan 2001-Jun 2002
In conjunction with APR Consulting, Inc., Diamond Bar, CA ()
( Program management for an 11 million-subscriber billing/Customer Relationship Management deployment
– Enterprise Application Integration (SeeBeyond) architecture to integrate CRM (Siebel) to Sales/Billing
– Validate & document requirements to support multi-phase deployment among over 125 interfaced systems
– Portfolio Management System: project plans integrated with requirements, collaboration, issue tracking
– Prepare Request For Information (RFI), evaluate responses, facilitate contract negotiations
( Develop business operating models, business plans & supporting IT requirements for 40 products/services
– Business process models integrated with broadcast engineering and conditional access/digital rights mgt.
PriceWaterhouseCoopers, LLP, Toronto, Ontario, Canada, Strategic Partnering Consultant, Oct-Dec 2000
In conjunction with FoundryOne, Inc., San Francisco, CA and Hall Kinion & Associates, Milpitas, CA
( Structure project & develop Strategic Outsourcing RFP for Indirect Tax Optimization initiative
– Program Management Office (PMO) & Steering Committee establishment, policies & procedures
– RFP preparation, vendor selection and qualification, business impact modeling of proposed solutions
eCALYX, Inc., Milpitas, CA, Vice President, Solutions & eStrategist, Mar-Aug 2000
eCommerce/ business development, web/EAI component development, methodology & operations:
( Market assessment for eGlobalization service to support website operators in foreign markets
( eStrategic analysis and business planning for Wireless Application Protocol (WAP) migration service
( "Vision", "concept" and preparation of eBusiness proposals for: JVC FxAlive (Image Portal ASP), pcFirst (custom personalization web component), (Enterprise Application Integration (EAI))
( Business strategy and middleware technology development for alliance with New Era Of Networks, Inc.
( Enterprise Portal/eCommerce methodology development as part of alliance with Sybase, Inc.
( eStrategy assessment & Health Portal planning for CDR Hospitals, India
( Value proposition analysis, concept development, website architecture, prototype and alliance strategy for iTenol, Inc.'s Enterprise Software and Services Request For Proposal (RFP) Procurement Portal
( Preparation and negotiation of eBusiness alliance proposals with Sybase, New Era Of Networks
KPMG Consulting LLC/BearingPoint, Los Angeles, CA, Manager, Sep 1998-Feb 2000 ()
Business and information systems assessment, analysis, strategic planning, design & implementation:
( Project Management Office establishment, assessment & Business Continuity Planning for Macromedia [Internet graphics] and Superior National Insurance Group [Workers Compensation insurance]
( Independent Project Review projects for Guess?, Inc. [wholesale/retail apparel] and Cisco Systems [Internet hardware], identifying opportunities to minimize risk while containing costs
( eXtensible Business Reporting Language () XML standards committee member
InfoBase Systems, Oxnard, CA, CEO, Independent Consultancy, Apr 97-Aug 98
Business operations, technical, management, marketing and product development consulting:
( Year 2000 Tool Evaluation and Strategic Planning for Hughes Space and Communications Company, working with Millennium Solutions, Inc., a Year 2000 services and tool value added reseller
( Marketing collaterals development for New Era Of Networks, Inc. [NEON, now part of Sybase, Inc.]
( Business, Marketing and Product Development for Factix, Inc., a Beverly Hills company developing a Workman's Compensation Insurance Claim Evaluation Software Package and Service Offering
( Product development and project marketing for Ravel Software, Inc., a migration services company
( Product development and project marketing for TURNKEY 2000, Inc., a YEAR 2000 products company
Ravel Software, Inc./Turnkey 2000, San Jose, CA, VP Business Development/President, Mar 96-Apr 97
( Developed business plan, marketing program, and product strategy for 150 person software & services firm
( As Product Manager, evolved Ravel Software's a complete family of Year 2000 toolsets, services, training, and business alliance programs. Marketed/managed Y2K projects. Company/product sold to Oracle Corp.
( As first President, obtained financing for and incorporated Turnkey 2000, Inc. subsidiary to maximize Year 2000 product focus, penetration & profitability (revenues: FY97 $6,000,000, 2QFY98 $6,000,000+)
InfoBase Systems, Oxnard, CA, CEO, Independent Consultancy, Sep 95-Mar 96
Business development, marketing and technical management consulting:
( Product development and project marketing for Ravel Software, Inc., a migration services company
( Product and project marketing for Open-ended Systems Corporation/CONAM, a Hewlett-Packard VAR
( LAN/WAN/FAX/Server infrastructure modifications for The Zenith Insurance Company
( Internet business partnership development for Alert Communications, a live answering/cellular company
The Zenith Insurance Company, Woodland Hills, CA, Sys Delivery Svcs Mgr/IT Operations, Sep 94-Aug 95
Zenith was one of the largest providers of Worker's Compensation Insurance in California
( Responsible for continuing production operations & transition of applications and data from an 80GB IBM ESA 9000/210 to a 10 processor HP 9000 environment operating under HP-UNIX & ORACLE
( Architected and evolved an extensive branch office/agent network conversion from IBM/SNA terminals to an integrated Novell Switched LAN/ATM WAN/Microsoft Office Suite environment with Internet firewall
( Managed staff of 47, responsible for
– LAN/WAN/office application architecture, implementation, operations, and maintenance
– UNIX systems administration, production operations, EDI and printed product distribution/mailing
– ORACLE Data Base Administration, configuration, and performance optimization
MedE America (Wellmark, Inc.), Westlake Village, CA, COO/Director, Product Management, Feb 93-Jul 94
3,000 Medical Claims/day were enhanced and forwarded to Medicare, Medicaid & Private Insurers for 60 hospitals
( Responsible for all production aspects of Health Care Claims Processing clearinghouse, Claims Adjudication Evaluation, Remittance Advice Processing, Managed Care assessment, and On-line Eligibility services, as well as director of the Client Network Integration Consulting Practice
– Managed staff of twelve in four production departments: Computer Operations, Claims Fulfillment, Maintenance Programming, and Field Systems Integration
– Architected and enhanced central processing facilities including 2 large AT&T/Pyramid UNIX-based servers supporting a distributed 56 gigabyte on-line data base and 40 development systems
– Responsible for over 60 hospital configurations, each with a UNIX-based Oracle data base server and 3-40 image-processing personal computers fully integrated with the hospital's Local Area Network
( Client Network Integration projects typically encompassed interconnection of all information processing systems within the client's facilities to provide integrated management visibility & operations coordination
Network Intelligence Associates, Washington, DC, CEO, 1988-Jan 1993
Strategic planning, information systems architecture and expert systems consulting practice:
( Development of automated correspondence generation and returned check management applications utilizing advanced cooperative information systems to link mainframe data bases to LAN-based personal computer systems for one of the Nation's largest Credit Unions
( Assisted Wellmark, Inc. in the connection of hospitals and other care providers to multiple private and government insurance programs using artificial intelligence techniques to improve claims acceptance
( Application of advanced computer aided design and imaging as part of the Air Force's Computer-aided Acquisition and Logistics Systems (CALS) Shared Resource Center (CSRC) program
( Assessment of technology options for the strategic redesign of the Army's logistics systems
( Revision of Life Cycle Management and documentation plans for Navy ammunition management system
( Improvement of EDI network operations and performance for GTE Health Systems
( Project management support of systems upgrade and deployment for U.S. Army transportation command
( Development of LAN-based imaging system architecture for Army personnel command
( Expansion of an Expert Inventory Management System prototype into a full-scale advisory network system with automated software deployment and maintenance at operating U.S. Navy sites
( Data network design for an expert system to assist the Navy in the identification of small manufactured parts & printed wiring assemblies for manufacture using Computer Integrated Manufacturing (CIM) techniques
( Support of the redesign of the major logistics information system used by Defense Logistics Agency (DLA)
( Participation in protests before the General Services Administration Board of Contract Appeals dealing with evaluation and award of large Federal information system integration contracts
Digital Development Corporation, Washington, DC, Vice President; 1985-1988
Created and expanded a Federal Government-oriented consulting and systems integration organization to a $500,000 annual business that was sold to Federal Information Technologies, a unit of Cincinnati Bell
( Development of a prototype Expert Inventory Management System that captured the expertise of the U.S. Navy's best Retail Inventory Managers in an extendible knowledge base
( Development of Artificial Intelligence systems for strategic information and facilities planning for the DLA
( Preparation of DLA RFP for a 60-site processing network & real-time warehouse process control system
( Design of a user interface concept for the Army Computer-aided Acquisition and Logistics System
( Installation of a multi-protocol local area network for National Air and Space Administration
( Performance of an information system analysis for the Defense Logistics Agency
( Design of voice/data communications networks: communications switch/processor sizing analyses; development of least cost routing algorithms; assessment of network performance & control strategies
BBSystems, McLean, VA, CEO, 1981-1985
Developed & marketed a $250,000/yr IT consulting organization focused on the Federal & financial sectors that was sold to Digital Development Corporation
( Developed a retail client services stock trading network prototype for Merrill Lynch, Inc.
( 15 year computer & telecom network requirements forecast for a 23-site network RFP for the DLA
( Life Cycle Management plans and documents for a Navy weapons systems management application
( Air Force F-16 fighter radar simulation language & compiler specs (Westinghouse & Syscon Corp. Sub)
( Litigation consultant for Hogan & Hartson in connection with Xerox Federal contract bid protest
Network Analysis Corporation (acquired by CONTEL, then GTE, then Verizon), Vienna, VA, Director of Information Systems Studies, 76-81
Consulting Practice Manager: helped grow office from 4 to 85, group of 6 with $2,000,000/year billings
( Marketed network analysis and design tools based on ground breaking ARPANet/Internet research
( $1,300,000 contract to develop an RFP and a real-time network benchmark for a 60 site computer network for the U.S. Navy – resulting in $500,000,000 contract award
( Evaluation of voice and data networks for the American Association of Railroads and the GSA
( Cost effectiveness improvement of a 120 location automated teller network for the Southeast Bancorp
( Development of a data communications modeling complex for the Social Security Administration
( Development of hardware interface specifications for the Federal Aviation Administration
( Development of computer processor and network sizing models for the Navy
( Design & development of a Metropolitan Area Network/LAN RFP for the TRIDENT Submarine Program
The Budd Company, Troy, MI, Chief Technology Officer (CTO)/Technical Services Manager, 1973-1976
Corporate Information Systems Officer for Technical Matters:
( Developed and installed Customer Relationship Management (CRM) & data warehouse/data mining
( Implemented eCommerce/EDI network with Ford, General Motors, American Motors & Chrysler
IBM Corporation, Poughkeepsie, NY, Programmer, Co-operative Education Program, 1968-1970
( Development of performance measurement/testing analysis software-later added as hardware microcode instructions
( Development/prototyping of the specifications for IBM's OS/MVS Time Sharing Option (TSO)
TECHNICAL EXPERTISE
ENTERPRISE AND PROJECT PORTFOLIO MANAGEMENT (PPM), GOVERNANCE/RISK/COMPLIANCE (GRC), NEW PRODUCT DEVELOPMENT (NPD) MANAGEMENT
CA Clarity PPM (all modules), Open Workbench, CA Productivity Accelerator (CAPA), Microsoft Project
ENTERPRISE APPLICATIONS & INTEGRATION
Integrate CA Clarity to the following Applications: Siebel, SAP, Oracle, PeopleSoft, Niku, CA Clarity, SharePoint, LiveLink
Integration: SeeBeyond, NEON, MQ Series, WebMethods, TIBCO, XML Open Gateway (XOG), XBRL, Jelly/GEL, Altova MapForce, Altova StyleVision
PLATFORMS
Sun Microsystems SPARC/ULTRA, Hewlett-Packard 700/3000/9000, IBM Mainframe, DEC VAX, UNISYS V, TANDEM, Pyramid T/ES, AT&T 7000/6300, Sequent, IBM PC compatible, Macintosh, Xerox 1108
OPERATING SYSTEMS
AT&T UNIX, HP UNIX, Pyramid UNIX, SCO UNIX, Sun Solaris, Sequent UNIX, Linix, Microsoft Windows 95/98/NT/2000/3003/XP, IBM OS/2, DEC VMS, IBM MVS/VSE, Tandem GUARDIAN, Unisys MCP, MAC/OSX
NETWORK/CONNECTIVITY
Netware, RUMBA, TERM, Exceed, Now/Extra, Kermit, ProComm, Revelation, Reflection, FTP TCP/IP
LANGUAGES/ENVIRONMENTS
APL, ASP, C/C++, CICS, CINCOM TOTAL/MANTIS, CLIPPER, COBOL, CORBA, ENSCRIBE, ENFORM, Focus, FORTRAN, FoxPro, GEL/JELLY, HTML, Java, LISP, Netbatch, NonStop SQL, PVCS, ORACLE Case/DBA, PATHWAY, PL/1, SCCS, Screen Cobol, SQL, SQR, Tuxedo, Visual Basic for Applications (VBA), Visual Interdev, Visual Studio, XML, eXtensible Business Reporting Language (XBRL)
WORKSTATIONS: PC/MAC
Project Management: CA Clarity PPM, Open Workbench, Microsoft Project
Office: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Microsoft Outlook, Microsoft Vision, Lotus 123, WordPerfect, AmiPro, Paradox, Apple Pages, Apple Numbers, Apple Keynote
Web/Publishing: Adobe Illustrator, Adobe Photoshop, Adobe InDesign, Adobe GoLive, Adobe Acrobat, Quark Express, Adobe DreamWeaver, Visual Page & Café, Adobe FrameMaker, AuthorWare, Lotus Notes
Marketing/CRM: Siebel, ACT, Maximizer, Goldmine, Microsoft Dynamics CRM
Design Automation: AUTOCAD/AutoLisp, Visio
ARTIFICIAL INTELLIGENCE
LISP, SmallTalk, Trinzic (AION) ADS, Template SNAP (KES), MBDSI GURU, Teknowledge M.1/M.4
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