QUALIFICATIONS AND EXPERIENCE
An Independent Consultant with over nine years of functional and
technical PeopleSoft consulting experience in the areas of Functional Design,
Customizations, Integration, Conversion, Infrastructure, Architecture and
Upgrades across most PeopleSoft Customer Relationship Management (CRM),
Financials, and HRMS applications. Strong
project management and technical leadership skills, deep expertise in all
stages of the software development life cycle, and extensive hands-ons
experience with PeopleTools, Application
Designer, Integration Broker, Application Messaging, Component Interfaces,
Application Engine, Workflow, PeopleCode, Application Classes, IScripts,
Upgrade Assistant, Data Mover, Security, and other PeopleSoft Internet
Architecture (PIA) components.
Manulife Financial Toronto, Ontario 2003
- Present
Role:
Technical Lead, PeopleSoft CRM 8.8 Implementation
Performed as Technical Lead on a 12 month
PeopleSoft 8.8 Customer Relationship Management (CRM) Support and Sales
implementation and provided hands-on leadership and development expertise for
all technical deliverables, including:
·
Design
and Build of PeopleSoft 8.8 CRM Customer and Contact, Business Object
Relationship Model (BORM), 360 Degree View, Case, Interactions, Opportunity,
Lead, and Worklist components, including custom Pages, Records, PeopleCode, App
Packages, and Workflow.
·
Design and Build of Batch and
Real-time Workflow Notifications and automated business processes using
Correspondence Management email templates and tokens, Component Event
Processing, Application Engine, Component Interface, and PeopleCode
customizations.
·
Design and Build of Application
Engine conversion programs and Component Interfaces to load Customers,
Contacts, Sites, and Business Object relationships and roles, and several
extract programs to create CSV-files for BORM, Sales Contacts, Opportunity, and
Case tables.
·
Design
and Build of real-time XML Integration between PeopleSoft 8.8 CRM Support and Sales
modules and a legacy Sales system using Integration Broker, Application
Messaging, Application Engine, Component Interfaces, PeopleCode, Websphere,
Java, and MQ Series.
·
Participated in the functional configuration and setup of
Sales and Support modules, participated in client workshops and functional
design sessions, and regularly led meetings with business stakeholders to
provide functional and technical input into the application design.
·
Managed
all aspects of the PeopleSoft 8.8 CRM Technical Architecture for Support and
Sales projects including infrastructure, database, environment and application
strategy, database and server administration, migration and change
control, security, and reporting.
·
Designed an overall reporting architecture utilizing PeopleSoft
8.8 Report Manager, and led the design and development of custom reports for
Sales and Support using Crystal Reports, PeopleSoft Query, PeopleCode, and a
custom Application Engine used for report scheduling.
·
Worked closely with the project manager to manage the
overall project approach, acted as the key trusted advisor for the client
throughout the implementation, and led a large technical team of external
consultants, independent contractors, and internal project team members.
Canadian Medical Protective Association Ottawa, Ontario 2002
- 2003
Role:
Application Development and Integration, PeopleSoft CRM 8 Implementation
Provided technical leadership, integration, and application development support as an integral team member on a
large, complex PeopleSoft 8
Customer Relationship Management (CRM) Support and Marketing implementation.
·
Designed
complex enhancements to the PeopleSoft 8 Customer and Case Management
applications, involving many complex PeopleTools, PeopleCode, SQL, Page, Record
and Field level customizations to the PeopleSoft 8 CRM Support application.
·
Led
the development of several custom Medical and Legal Case Management components,
which involved building over 3000 custom PeopleTools objects and a complex case
management and customer data model requiring over 160 new tables and 800
fields.
·
Designed and automated complex client business processes using various PeopleSoft CRM
technologies, including Application Messaging, Component Interfaces, Workflow,
Worklists, Email, Telephony software, extensive use of PeopleCode, and other
PeopleSoft development and integration technologies.
·
Implemented nine
PeopleSoft Enterprise Integration Points (EIPs), using Application Messaging,
to synchronize real-time customer, contact and billing transactions across
PeopleSoft 8 CRM, Financials and HRMS applications, and to enable the one-time
conversion of customer, billing, and employee data from PeopleSoft Financials
and Human Resources to PeopleSoft CRM.
·
Implemented
a complex two-way synchronous interface between PeopleSoft CRM and a Flash
multi-media and Java-based ‘medical sequencing’ application, using a custom
PeopleSoft Component Interface and external Java API technologies.
·
Implemented
real-time Customer and Case Management Integration points between PeopleSoft
CRM and Documentum, using PeopleTools, PeopleCode, HTML, and ActiveX
technologies.
·
Implemented
a complex two-way asynchronous integration solution between PeopleSoft CRM and
3M ICD Medical Encoding Software, using custom PeopleTools, PeopleCode, and
ActiveX technologies.
·
Implemented
an I3 CTI interface to PeopleSoft CRM using PeopleSoft IScripts and PeopleCode
to automate phone interactions.
ROD KELLY PAGE 2 of 5
PwC Consulting 2001
- 2002
Principal
Consultant – PeopleSoft Practice
Fairmont Hotels and Resorts Toronto, Ontario 2002
Role:
Fit-Gap Lead, Global PeopleSoft 8 Financials
(GL, AP, AR, PO, eProcurement)
Led the delivery and presentation of a detailed Fit-Gap
Analysis Document which included a detailed implementation plan and budget to
meet the client’s requirements for a Global PeopleSoft 8 Financials
Implementation.
·
Completed a detailed business case study containing
supporting financial models, a detailed assessment of the client environment,
technical architecture and integration strategies, detailed implementation
plans, and a formal presentation to senior executives.
Canadian Heritage Hull, Quebec 2001
Role:
Fit-Gap Lead, PeopleSoft 8 Human Resources
Upgrade
Led the delivery and presentation of a detailed Fit-Gap
Analysis Document which included a detailed implementation plan and budget to meet
the client’s requirements for a PeopleSoft 8 Human Resources (HRMS) Upgrade.
·
Completed a detailed business case study containing
supporting financial models, a detailed assessment of the client environment,
technical architecture and integration strategies, detailed implementation
plans, and a formal presentation to senior executives.
PricewaterhouseCoopers LLP
2000
- 2001
Principal
Consultant – eCommerce Practice
Transalta Calgary, Alberta 2001
Provided strategic advisory consulting services to
senior client executives and led the initial planning phase for an
implementation of SAP Enterprise Buyer eProcurement and Electronic Catalog
Management products.
·
Performed functional and technical assessments of the client’s supply
chain environment and procurement business requirements.
·
Developed a detailed cost-benefit analysis covering the costs and
savings from implementing strategic sourcing and eProcurement.
·
Completed a detailed Fit-Gap Analysis Document for SAP Enterprise Buyer
eProcurement and Content Management products.
European Supply Ltd. UK, Belgium, France, Italy 2000- 2001
Performed as Project Manager for a
joint consortium between Owens Corning Europe, British Telecom, and European
Supply through a 10-month implementation of Commerce One eProcurement and
SAP Back-Office solutions.
·
Traveled extensively throughout Europe to support the
implementation of a collaborative multi-language eMarket and distributed
electronic supply chain environment involving nine large companies and software
vendors located across the UK, Belgium, France, and Italy.
·
Managed all project workstreams, resources and tasks from
both a functional and technical perspective, including the functional and
business process design, application customizations, electronic catalog
management, buyer and supplier adoption, Marketplace Integration, technical
design and architecture, end-user procurement training, and post-production
application support.
·
Conceptualized, designed and implemented seven real-time
XML-based integration points between SAP Sales and Distribution (SD) and
Materials Management (MM) back-office applications, and Commerce One / SAP
eMarket and eProcurement solutions.
TD Financial Group Toronto, Ontario 2000
Provided functional procurement and supply chain business
process expertise throughout the full life cycle implementation of Commerce One
eMarket and Hosted eProcurement solutions.
·
Assisted
large buyer and supplier organizations with the implementation of electronic
catalogs and eProcurement processes.
·
Assisted with the configuration of buying organizations, cost centres,
roles, privileges, workflow approvals, and electronic catalogs.
·
Developed testing scripts and tested the end-to-end functionality of
Commerce One eMarket and Hosted eProcurement products.
·
Investigated business requirements and technology options related to
the integration between eProcurement and various TD customer systems including
PeopleSoft, SAP, and Oracle software.
Fairmont Hotels and Resorts Toronto, Ontario 2000
Performed as Technical Lead during the planning phases
of an in-house eMarket and eProcurement solution and assisted with the
development of a shared services procurement strategy for all Fairmont Hotels
and Resort locations globally.
ROD KELLY PAGE 3 of 5
Nortel Networks Canada and United States 2000
Participated as an integral team member in a 6-month
global business process and technology review to facilitate the global
outsourcing of all Procurement, Materials Management, Supply Chain, and
Financial ERP systems.
·
Traveled extensively throughout North American sites over a 6-month period
to support the global outsourcing of all existing and future business processes
and technology related to Nortel Networks Supply Chain Management and
Procurement Systems.
·
Reviewed and documented all Procurement, Materials Management, Supply
Chain, and Finance ERP applications, including existing business processes,
interfaces, reports, third-party arrangements, and network, security and
infrastructure IT support.
·
Assisted with planning activities, requirements analysis, functional
and technical assessments, and business case development related to the
replacement of Nortel’s custom-built eProcurement application with SAP and
Commerce One eProcurement products.
Price Waterhouse 1997
- 2000
Senior
Consultant – PeopleSoft Practice
Rogers Communications Toronto, Ontario 2000
Provided PeopleSoft Web Client expertise to assist with
the implementation of PeopleSoft 7.5 HRMS Self-Service applications.
Stox.com Vancouver, British Columbia 2000
Performed as Infrastructure Lead during the design and
development of a back-office PeopleSoft 7.5 Financials e-business solution for
an Internet-Startup Stock Investment Portal (www.stox.com).
·
Designed a high-capacity PeopleSoft 7.5 e-business
architecture and completed a detailed Technical Architecture document to
support financial services transactions and billing between brokerage firms,
internet customers, and major stock trading exchanges.
·
Installed PeopleSoft 7.5 Financials, and assisted with the
procurement of all software, hardware and infrastructure components.
Government of Ontario Toronto, Ontario 1998
- 2000
Performed as Lead PeopleSoft
Administrator over a 24-month implementation on the largest ever PeopleSoft 7.5
Human Resources Management (HRMS) implementation in Canada.
·
Assisted with the design and development of Human Resources
Self-Service applications and a web-based reporting solution for 65,000 users,
which involved custom development with PeopleSoft 7.5, PeopleTools, Brio
Portal, HTML and ASP technologies.
·
Provided PeopleSoft administration, database administration,
application and web server administration, process scheduler, security
administration, application configuration, and technical infrastructure support
for all phases of the PeopleSoft implementation.
·
Developed technical architecture, database environment,
change control, security, and migration strategy documents to support the
technical infrastructure for 25+ development, conversion, testing and
production environments.
·
Performed as Technical Upgrade Lead on a complex
mid-implementation upgrade from PeopleSoft 7.0 to 7.5, which involved upgrading
25+ database environments in various states of development and migration
phases.
·
Designed, implemented, and supported the technical
infrastructure for 25+ PeopleSoft databases, and performed as the first-line of
functional and technical support for PeopleSoft application and infrastructure
problems.
Allied Signal Mississauga, Ontario 1998
Performed as Upgrade Lead for a
multi-site, multi-language PeopleSoft 7.5 Human Resources (HRMS) Upgrade.
·
Executed
database scripts and PeopleSoft programs, compared application objects in the
source and target environments, retrofitted application and SQR customizations,
re-applied PeopleSoft security, and configured multiple client workstations.
North West Company Winnipeg, Manitoba 1998
Developed several interfaces,
conversion programs and reports using SQR/SQL during a 3-month rapid implementation of PeopleSoft
7.0 General Ledger and Accounts Payables.
·
Designed and developed five SQR interfaces to transmit
external EFT bank transactions and pass Journals from legacy systems into
PeopleSoft General Ledger, and to maintain daily updates to vendor information
in PeopleSoft Accounts Payables.
·
Designed and developed an SQR conversion program to load 5000
Vendors into PeopleSoft Accounts Payable.
·
Implemented customizations to SQR and Crystal Reports,
fields, records, process definitions, panels, and PeopleCode programs.
ROD KELLY PAGE 4 of 5
Co-Operators Insurance Guelph, Ontario 1997
Provided technical support to assist with the
design and development of application, security, and PeopleCode customizations.
Atomic Energy of Canada Ltd. Toronto, Ontario 1997
Designed, programmed and tested several PeopleSoft
7.0 Human Resources (HRMS) Reports to meet client requirements.
XWave Solutions 1997
Aliant Inc. St.
John’s, Newfoundland 1997
Participated in a PeopleSoft 6.0 Financials and HRMS implementation for four telecommunications subsidiaries, and designed and implemented Purchasing and Accounts Payables interfaces and reports using EDI Manager and SQR/SQL.
·
Developed several SQR interfaces between PeopleSoft Purchasing and
Accounts Payables systems and internal legacy systems.
·
Developed SQR and Crystal Reports in PeopleSoft Purchasing, Accounts
Payables, HRMS and Payroll applications.
·
Designed and implemented several interfaces to process Accounts Payables
vouchers using PeopleSoft EDI Manager.
·
Designed training materials covering new business processes and
navigation for PeopleSoft Purchasing, Inventory and Payables.
·
Developed Data Mover scripts for the conversion of historical data
across PeopleSoft DB2 and Oracle database platforms.
Compaq Computer Systems 1995-1997
Financial Systems Business Analyst
Assisted with the implementation
of an international Data Warehouse and provided financial support for corporate
accounting, financial reporting, revenue accounting, cost management, and sales
forecasting and budgeting.
·
Assisted with the implementation of an international Data Warehouse for
all subsidiaries in Canada, Mexico and South America.
·
Prepared profit and loss statements, analyzed customer revenues and
expenses, interpreted trends and exceptions, and prepared project expense and
reserves, international accruals, intercompany transfers, and cost center
charges for manual system entry.
·
Analyzed Business Unit reporting requirements and designed a reporting
strategy to facilitate the consolidation and centralization of inventory
management, accounts payable, accounts receivable, general ledger, customer and
sales data, and order-entry reports.
·
Designed a monthly balanced scorecard for each of the Canadian Business
Units to summarize actual versus forecasted profit and loss performance, and
key asset, sales, headcount, operational, and financial metrics.
·
Analyzed profit and loss statements and worked with account managers to
complete the annual forecasting and budgeting process.
·
Provided business process and sales support to assist with the
day-to-day operations and processing of financial transactions.
·
Participated in an internal accounting audit of financial reporting and
accounting practices to ensure compliance with corporate policies.
PeopleSoft Training: Completed courses include PeopleTools I, PeopleTools
II, PeopleCode, PeopleSoft Data Management Tools and Upgrade, Security,
SQR/SQL, PeopleSoft Query/Crystal Reports.
E-Business Training: Completed courses include Commerce One eProcurement,
SAP eMarket Integration using XML Portal Connector, SAP Enterprise Buyer
Professional, GE Global eXchange Services (GXS) for SAP, and E-Business
Technology Workshop.
Computer-Based Training: Completed courses include Project Management for
Software Development, Overview of Java, Java Object-Orient Programming,
JavaScript, and Web Authoring and Publishing.
Ascendent Training: Topics included the system development life cycle,
project methods, packaged software implementation methodology, project
management, and project planning.
Introduction to Consulting: Topics included consulting skills, problem solving,
conflict resolution, oral presentation skills, team-building methods, and
systems implementation methodology.
Accelerated S/W Dev Program: Completed a 10-week training program covering
structured programming, networking, systems analysis and design, system
testing, project management, and team-building.
Bachelor
of Commerce: Bachelor of Commerce (Co-op) Degree,
Memorial University of Newfoundland, 1997
ROD KELLY PAGE 4 of 5
ERP
Software: PeopleSoft
8 Customer Relationship Management (CRM), Financials and Human Resources (HRMS)
Management, SAP Materials Management (MM) and SAP Sales & Distribution (SD)
Internet Software: PeopleSoft Portals,
SAP Enterprise Buyer Professional, SAP MarketSet, Commerce One eProcurement and
eMarket, Requisite Content Management, Brio Portal
PeopleSoft Technical: PeopleTools, PeopleCode, Integration Broker,
Application Messaging, Component Interfaces, IScripts, Component Event
Processing, Business Process Workflow, Application Engine, Upgrade Assistant,
Data Mover, Import Manager, Process Scheduler, EDI Manager, SQR/Crystal
Reports, BEA Tuxedo/Jolt, Weblogic, Websphere
Middleware: Integration
Broker, Application Messaging, Component Interfaces, Tuxedo/JOLT, MQ Series, GE
GXS for SAP, Commerce One XML Commerce Connector, ALE/IDOC, BAPI, xCBL, XML
Internet Development: HTTP, HTML, XML, JMS, ActiveX, OCX, MTS, FTP, IIS,
SQL, TCP/IP Engineering, Public Key Infrastructure (PKI), Secure Socket Layer
(SSL), Digital Certificate Management
Methodology:
Ascendant Methodology,
System Life Cycle, Multi-tier Architecture Design, Integration Design, Database
Modeling, Object-Oriented Programming, Structured Programming
Systems Software: Microsoft SQL Server, Oracle, IBM
DB2, IBM UDB, Access, UNIX, Windows 2000, Windows NT
Golfing, cycling, kayaking, rockclimbing, photography, and international travel