PROJECTS

Listed below is a representative sampling of recent engagements and responsibilities in the following industries:

High Technology & Software

Develop Technology Infrastucture Strategy and Customer Focused Services Request Model

Executive Reporting Requirements for Enterprise Data Warehouse
("Balanced Scorecard")

Establish and Facilitate Technical Architecture Review Board

Project Manager of E-Business Implementation
B2B and B2C

Project Management B2C ASP Selection

Business Process Re-engineering
for Entire Enterprise

Develop Business View (Logical) Data Model
Analyze the existing system and develop a business view data model for an employee benefits SaaS company using Computer Associates' ERWin Data Model tool.

Global Transportation Company
Develop Logical Data Model and Business Rules for Sales and Marketing support system.

High Technology Manufacturing Company
Manage engagement and conduct senior management interviews to compile executive information requirements for enterprise data warehouse project.

High Technology Manufacturing Company
Developed Logical Data Model for North American Distribution Organization Data Warehouse: Facilitated information gathering sessions and assisted data architect in developing a logical data model to represent the business' data requirements and assisted in developing a project strategy for the gathering of the business requirements for orders, shipments and returns, identifying legacy system data element sources and mapping the logical business requirements to the multiple legacy sources for data integration and loading to the data warehouse.

Software Development Company
Assisted in the development of Data Warehouse Architecture, Data Warehouse Project Plan and facilitated requirements gathering sessions for Data Warehouse business data requirements.

High Technology Manufacturing Company
Facilitated development of Enterprise Data Model as initial step in defining Data Warehouse requirements.

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Telecommunications & Utilities

Telephony Company
Plan, manage and facilitate a project to identify all customer data requirements to support a "Single View of Customer" for the corporation data warehouse.

Deregulated Energy Services Company
Define and document data and process requirements for power usage and meter management for multiple industrial and commercial customer requirements.

Utility Industry
Develop RFP and Manage Web Portal Software Vendor Selection Process;

Utility Industry
Major Customer Services Strategic Planning Project: Provided facilitation support for documenting scope of Enterprise-wide Customer Service and Support Information Strategy Plan. Performed as member of the Project Architecture Team and as the Information Engineering Methodologist for a Strategic Planning Project and a series of Business Requirements Definition Projects to perform Business Process Re-Engineering of the Customer Service functions for a major municipal utility; Responsibility included providing quality assurance for the Information Engineering deliverables and guidance in Project Management on a major Information Engineering Project

Utility Industry
Automated Mapping / Facilities Management: Provided Information Engineering Project Planning, Facilitated Information Gathering and Encyclopedia Management for Work Management and Electrical Infrastructure Requirements Project for design and implementation of an Automated Mapping and Facilities Management Work Station System. This project involved gathering requirements from many organizations and recording them as Data Models and Process Models.

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U. S., State & City Governments

U. S. Government Medical Data Warehouse Project
Performed a data architecture assessment of this project and developed the proposed Data Warehouse Architecture and Concepts white paper.

Major State Revenue Collection Agency
Conducted Enterprise Information Architecture Assessment.

City Government
Facilitated Gathering of Requirements for Emergency Response: Developed project plan and facilitated the gathering of requirements for processes and information for a city-wide Emergency Response capability.

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Insurance, Finance & Securities

Insurance Provider
Facilitated requirements gathering sessions for the provider and claims subject areas for a corporate data warehouse.

Large Financial Institution
Developed a detailed project plan for conducting a data warehouse development project.

Securities Industry
Developed Strategic Planning Methodology: Developed the Strategic Planning Phase for the Information Engineering Methodology for a National Discount Brokerage.

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Transportation

National Transportation Company
Developed a Logical Entity Relationship Diagram to represent the business' data requirements for the Sales and Marketing organization's product and revenue analysis. This data model was the input for the design of a Marketing Data Warehouse.

Transportation Industry
Developed Data Model for Corporate Data Warehouse: Facilitated the development of a Logical Entity Relationship Diagram with definitions of all business data for the Corporate Headquarters of an international transportation company as the first step of an international headquarter's data warehouse.

Transportation Industry
Facilitated the Development of Business Strategy Model: Facilitated the development of an international model depicting standard business service and information (data) requirements for business process re-engineering.

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Manufacturing

Petro-chemical Industry
Corporate HR Data Requirements: Developed Information Requirements for Corporate Human Resources by facilitating the development of the model of corporate information requirements for the Human Resources system for this multi-national corporation.

Defense Contractor
Corporate Information Strategy Plan: Provided project management assistance and facilitation for development of a corporation-wide information systems strategy. This included hardware, software and MIS organization requirements.

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Health Care

Health Care Maintenance Industry
MIS Strategic Plan: Provided IE Project Planning and Facilitated Information Gathering to support the development of the Information Strategy Plan for National Vision Care Provider. Provided Cross-Industry Training for Business Process Re-Engineering (BPR), Management of Culture Change, IE Concepts, Facilitation Leadership Techniques, Information Strategy Planning and Business Area Analysis Concepts and Techniques.

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Alternative Energy

Alternative Energy Research Committee - Chaired the committee that researched energy alternatives for the Rossmoor Retirement Community (Walnut Creek, CA) and identified immediate opportunities to reduce annual energy costs by more than 15%. Identified additional longer-term projects for alternative energy and energy conservation.

Business Intelligence, Data Warehouse & Executive Reporting Projects:

PG&E Corporation - Lead Business Analyst and Project Manager on the Market Data Analysis Project within the Energy Policy Planning and Analysis group to define and document all data available from the CAISO Open Access Same-Time Information System (OASIS) and CAISO Market Results Interface (CMRI) System.

PG&E Corporation - Managed the project to comply with the California Independent Service Operators (CAISO) requirement to provide Estimated Settlement Quality Meter Data (ESQMD) as a basis for ISO Settlements under the Accelerated Payments Initiative for the California Public Utilities Commission (CPUC).


Dell, Inc - Facilitate the Data Warehouse reporting requirements for the Asia Pacific Region for Dell Computers’ worldwide executive reporting.





   PRINCIPLE PARTNERS, INC. - 1355 Corte Loma Walnut Creek, California 94598 - Phone: 925/930-8875