Client Cases JD Edwards Implementations (Module/Functionality Specific) Lead and typically project manager on new functionality, and business process re-engineering with engagements spanning three months to four years: Order-to-Cash / Product Life-cycle Management EnterpriseOne 8.12 (New Home Mass Producer of Framing Components – Fortune 500) ~ 5/09 – 7/09 Implementation of the OTC and PLM processes that were prototyped for the same company depicted below. Lead on prototyping and implementing DSI’s DC Link Manufacturing scripts for barcode scanners. Order-to-Cash EnterpriseOne 8.10 (New Home Mass Producer of Framing Components – Fortune 500) ~ 3/09 – 4/09 Prototyping and demonstration of Sales Order Processing, Product Configurator, Shop Floor Control, Work Order Management, Product Data Management (PDM), Lot Control, Product Costing and Manufacturing Accounting, Actual Costing, Material Requirements Planning, Inventory Management, and Purchasing for two high-production facilities. Implementation of JDE Interoperability functionality for PDM data, and procedure for importing front-end design system material list into the JDE Work Order Parts List. Engineer-to-Order / Manufacturing World 7.3 (Gas Turbine Casing Manufacturig and Repair – Global 100) ~ 1/09 – 3/09 Tailoring and implementation of the BPM framework described below under “Engineer-to-Order/Supply Chain Re-engineering”. Engineer-to-Order / Manufacturing World 7.3 (Turbine Blade Manufacturing – Global 100) ~ 3/08 – 7/08 Tailoring and implementation of the BPM framework described below under “Engineer-to-Order/Supply Chain Re-engineering”. Designed and developed a Product Configurator / Job Estimator application that reduced quoting time from several days to less than one hour. Output used to import directly into JD Edwards’ Work Order management system for planning and scheduling the estimated job. Design and development of bills of materials and routings used in both the custom Product Configurator application, and JD Edwards Product Data Management and Work Order Management systems. Engineer-to-Order / Supply Chain Re-engineering World 7.3 (Turbine and Generator Repair Facility – Global 100) ~ 3/05 – 2/08 Leader and driver of cultural change, directly responsible for re-architecting the core business processes transitioning from a project to a job-shop mentality. Specific achievements include: • Designing and developing a business process management framework; • Implementing product data management standards; • Reducing job estimating from several days to less than four hours; • Overseeing the development of a management/operational reporting system; • Reducing job reporting from a week to within a shift; • Implementation of an integrated planning and scheduling system drastically increasing accuracy and efficiency; • Formalization of shop floor systems; • Institutionalizing inventory planning, management, and part tracking; • Designing and developing a fully integrated production planning and scheduling system. Re-configuration of JD Edwards ERP software to align with new processes, and implementation of: • Inventory Management with Lot Control; • Purchasing-to-Inventory; Receipts Routing; • Work Order Management; • Product Data Management with generic items, Bills of Materials and Routing Standards; • Standard and Average Product Costing; • Manufacturing Accounting with Job Costing integration; • Shop Floor Control; • Material Requirements Planning; • Integration of MS Project Server with JDE Work Orders to create a Master Scheduling process; Design of Operational Reporting using Showcase; • Design and development of a sophisticated Capacity Planning application with JDE Work Order integration; • Design and development of a Product Configurator/Job Estimating application. Supply Chain Improvement EnterpriseOne 8.11 (Marine Engine Distributor – Global 100) ~ 10/05 – 3/06 Turn around of a significant supply chain issue, saving an initially highly successful product introduction, thus recapturing market position for long-time client. Advice and direction on establishing a new role (Central Planner), and instituting inventory management best practices. Establishment of a Sales and Operations Planning process through implementation of the Forecasting, and Material Requirements Planning modules. Design and development of a Microsoft Access application that integrates with the JDE Forecasting module that supports the graphical representation of Sales History and Forecast data. Purchase Requisitioning Automation EnterpriseOne 8.11 (Non-Profit Astronomy Organization - $400M) ~ 9/04 – 12/04 Project Manager and lead on automation of purchase requisition process project for five hundred (500) employees. Advanced Accounting / Activity-Based Costing OneWorld 7.3.3 (Medical Supplies Distributor - $65M) ~10/02 - 11/03 Project manager and lead on Advanced Accounting implementation, and redesigning and redeveloping JD Edwards’ Activity-Based Costing software and application. Initial results uncovered $5 million in potential savings over five years. Manufacturing Implementation and Merger OneWorld 7.3.3 (Medical Supplies Distributor/Commercial Printer - $65M) ~ 2/01 – 8/02 Merger of core business processes for medical supplies distributor and its commercial printing subsidiary, fully redesigning and implementing all manufacturing processes, and obliterating ten (10) arm-length processes. Design and development of all legacy data, conversion programs. Implementation of Sales Order Processing, Inventory Management, Forecasting, Material Requirements Planning, Capacity Requirements Planning, Product Data Management, Purchasing-to-Inventory, Purchasing-to-G/L, Standard and Actual Product Costing, and Manufacturing Accounting. Job Costing World 7.3 (Construction & Plumbing Supplies - $75M) ~ 9/98 – 10/98 Financial lead on four-month project implementing the Job Costing module. Design and development of an application to automate the setup of new jobs. Supply Chain Improvement World 7.3 (Chemical Manufacturer - $350M) ~ 6/98 – 8/98 Project Manager and lead on significant supply and capacity business issue. Implementation of Forecasting, Material Requirements Planning, Blank Purchase Orders, and Supplier Scheduling; and conversion of Work Orders to Rate-Based Scheduling resulting in significant reduction in tanker and rail car demurrage. Supply Chain Improvement World 7.3 (Marine Engine Distributor – Global 100) ~ 4/98 – 7/98 Project manager and lead on global supply-chain business issue. Implementation of Purchasing-to-Inventory, Forecasting, and Rate-based Scheduling for sister manufacturing facility. Design and development of collaborative forecasting system that uses bills of material structures to track historical model changes. Sales Order Processing with Foreign Exchange World 7.3 (Turbine and Generator Field Service – Global 100) ~ 8/95 – 9/95 Lead on implementing Sales Order Processing with intercompany settlements and foreign exchange functionality. Consolidation of three JD Edwards Installations with a Chart of Accounts Reconfiguration and Conversion World (Non-Profit Astronomy Organization - $400M) ~ 9/94 – 1/95 Project Manager and lead on six-month project consolidating of three (3) disparate JD Edwards systems into one installation, and the reconfiguration of the general accounting system.
Accounts Receivables Aging Reports Standardization World (Pump & Tank Company - $75M) ~ 4/93 – 5/93 Resolution of Accounts Receivables reporting issues, and design and development of standardized aging reports. JD Edwards Implementations (full) Lead on one or more module implementations: OneWorld 7.3.3 (Telecommunications Equipment Manufacturer - $150M) ~ 1/00 – 12/00 Lead Distribution and Manufacturing consultant on first half of twelve-month project. Project Manager on second half of project managing 110-team members, and assuming all functional consulting roles. World 8.0 (Automotive Parts Manufacturer - $250M) ~ 1/99 – 9/99 Manufacturing, Material Requirements Planning, Capacity Requirements Planning, Product Costing, Product Data Management, Manufacturing Accounting, and legacy data conversion lead on eighteen-month project. World 7.3 (Agriculture Seed & Feed Manufacturer - $1.5B) ~ 9/97 – 12/99 Manufacturing, Forecasting, Material Requirements Planning, Product Data Management, and Product Costing lead. World 7.3 (Air Conditioning and Plumbing Parts Manufacturer - $50M) ~ 11/97 – 3/98 Manufacturing, Forecasting, Material Requirements Planning, Capacity Requirements Planning, Product Data Management, Product Costing, Manufacturing Accounting, and legacy data conversion lead on nine-month project. World 7.3 (Chemical Manufacturer - $400M) ~ 7/96 – 8/97 Manufacturing, Material Requirements Planning, Product Data Management, Product Costing, and Manufacturing Accounting lead on twelve-month project. Design and development oversight of “Hyper-Backflush” application using DSI’s barcoding system. World (Furniture Manufacturer - $65M) ~ 9/92 – 3/93 Lead on Sales Order Processing and Inventory Management implementation. Design and development of Truck loading and routing bolt-on application to the JDE Sales Order Processing system. Reduction of shipping process from two-days to less than one hour. Business Process Improvement - JD Edwards Consulting Services - Operations Efficiency |

