General  |   Project Management  |   Websites  |   Databases  |   Infrastructure

General Services

Managed Technology Department of financial services company, including personnel, budget, compliance, and contracts/outside vendors. Managed full portfolio of projects ranging from web, application and database development to infrastructure. Set overall technology strategy and vision for the company. Coordinated with other departments to optimize results through practical application of technology.

Increased productivity of in-house sales force through automated prospect contact management using SQL Server stored procedures and Visual Basic to search customer database nightly and generate targeted prospect each day. Added functionality to facilitate scheduling of follow-up calls. Created web-based "dashboard" of penetration and conversion statistics, updated every night.

Created in-house system for tracking millions of marketing emails sent each month by financial services client, reducing decision-making cycle to less than 24 hours. System tracks open rates, click thru rates and sales at the user level, while allowing for aggregation at the campaign level. Web-based "dashboard" re-calculates campaign totals overnight to allow for quicker adjustment of campaigns to maximize results.

Created staffing plan for IT department of major regional bank. Staffing plan laid out roles, functions, education/experience required, and skills assessment criteria for all levels of IT organization.

Authored the technical plans for an US EPA grant application for the Miami Valley River Index, a proposed water quality monitoring program featuring live data feeds and a public website to view the data. This $475,000 grant was awarded. Designed and implemented the distributed data collection network (using FTP and SQL Server 7.0), the processing of the data using SQL stored procedures, and the publication of the data via the website.

Project Management

Project Manager for the redesign of SchaeffersResearch.com in 2003 and 2007. In 2003, redesigned award-winning website while also converting to Microsoft.NET (C #). Improved usability and implemented best practices for search engine optimization. Traffic rose more than 50% in subsequent 12 months. In 2007, created whole new look and feel, plus introduced Web 2.0 features to increase user interaction. Emphasized online video, resulting in 400% increase in video downloads in 3 months. Extended redesign to email newsletters, generating a 500% increase in click-through rates and higher advertising revenue.

Project Manager for CRM implementation for financial services client. Led client through a bid and selection process culminating in the choice of SIEBEL Systems CRM. Converted from a DOS-based system with BTRIEVE database to SIEBEL Financial Services v. 6.0 on NT 4.0 and SQL Server 7.0. Migration of 15 years of customer data, plus development of interfaces for their website and outside vendors

Designed and built commercial application for an area software developer to sell to roller skating facilities. Program manages sales, inventory, staffing, events and parties/clubs, with integrated customer database and mass mailing capabilities. Participated in planning and execution of marketing efforts for the application, including presentation at annual convention of national roller skate association.

Project Manager for implementation of environmental ERP system with Oracle back-end database at chemical manufacturing facility. Developed proposal, work plan, staffing plan and budget. Facilitated client meetings and served as senior technical resource.

Implemented environmental ERP system for paper mill, with emphasis on developing Microsoft Access-based custom reporting features, integrated into Oracle back-end database. Also included designing automated process for conversion of thousands of documents into Adobe Acrobat format.

Implemented environmental ERP system with JD Edwards integration at steel manufacturing plant. Authored scope of work documents, trained staff on use of system, created Microsoft Excel and Access-based data migration tools, and designed custom reporting features.

Internet and Web Services

Led development of RSS feeds and XML-driven web services for distributing data and content to major web portals. Included business development work of identifying potential partners, making presentations and negotiating distribution deals.

Maintained intranet written in Cold Fusion for auto parts manufacturing company. Developed extranet for supplier network.

Maintained extensive corporate intranet in ASP and Sharepoint for multi-location hospital and clinic company. Deployed new Sharepoint sites. Maintained public website for umbrella organization. Advised on project management and change control methodologies.

Designed and created comprehensive, online media repository for use by marketing and sales staff of major software vendor. Site hosts photos, documents, presentation templates and testimonials in a password-controlled environment linked via Microsoft Web Services for integration into main company website.

Re-designed website for education department of private university, with a heavy emphasis on recruitment. Authored style guide for use in applying to subsidiary sites and additional content.

Designed and built project management website for local architect. Site has secure login to allow architect, contractors and client to view project status, review current tasks (including pictures of work completed, project plans and designs), manage budget and communicate through "instant messaging" system.

Created web-based online "classroom" for bible study program for a growing area church. Secure system requires login, tracks users' progress through lessons, allows for dialogue via discussion board and facilitates student-mentor interaction. This system has been expanded to Spanish and Russian versions to support international missionary efforts.

Developed proposals for and implemented project management websites for environmental projects at five Navy installations. Project management websites included public information and private, secure areas. Login-restricted features included project calendars, online libraries of documents (workplans, designs, lab test results, etc.), and forums/discussion boards. Select sites included a document review process for streamlining the preparation and review of documents by personnel in multiple locations and web-based geographic information systems (GIS).

Designed and constructed web-based staffing and workload management tool for top-10 international engineering consulting company. Staffing portion of application stored qualifications of staff at each office to assess mix/distribution of staff, allow searching for staff for projects and re-assignment of staff based on project load. Workload management tool tracked anticipated workloads by employee to allow for analysis and identification of future bottlenecks in time and resources.

Designed and built subscription-based website for display of financial and property data on Real Estate Investment Trusts. Managed data entry team who pulled data from SEC filings and corporate reports and entered data via Visual Basic program into a Sybase SQL back-end database.

Designed and built subscription-based website for tracking Commercial Mortgage-Backed Securities (CMBS). Subscriptions to this website were sold to individual investors and financial institutions trading in the CMBS market.

Database Services

Designed and constructed data warehouse for options-related data using SQL Server 7.0. Warehouse holds daily statistics for pricing, volume and related data on stocks and options. Current database size is in excess of 500 million records.

Designed and built data migration tool for distributed workforce implementing an environmental reporting process for a major automobile manufacturer. Microsoft Access-based tool standardized data entry and conversion from over two dozen sites and synthesized results for uploading to new central reporting system.

Designed and constructed data warehouse for local government organization that manages groundwater programs. Converted prior data from Dbase and Excel formats to SQL Server 7.0. Designed data entry and data conversion processes for ongoing use. Trained government personnel in use of Microsoft Access to generate reports. Created a website for the public to access the data warehouse and view reports and charts of the data.

In conjunction with Dow Jones, designed and implemented the first stock index for Real Estate Investment Trusts (REITs). Created a subscription-based website for display and analysis of this index.

Integral to the conversion of five years of quarterly and annual financial statements for over 300 real estate companies to a standardized reporting format to allow for cross-company comparison. Used Microsoft Access-based data entry and processing system to enter and re-classify financial statement line items. Responsible for quality control and auditing of conversion process.

Infrastructure

Consolidation of network, file, email and remote access systems from mixed environment of Novell, Microsoft and Citrix to a single platform, reducing support requests and increasing productivity through systems integration. Included implementation of Active Directory. Final costs came in 40% under budget through aggressive vendor negotiations

Relocated entire office and IT infrastructure in 48 hours, on 10 weeks notice, with only 10 hours of systems downtime.

Conceived and led implementation of network access storage (NAS) and blade center for mid-size company as enterprise-level system upgrade to improve server performance and eliminate the need to replace servers every 12-18 months due to storage constraints.


To view a list of technologies utilized, Click Here.