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  • CREW Versus EXECUTIVE OFFICE OF THE PRESIDENT ET AL (Lawsuit) : 4/1/2010 - OAP00046517

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    On September 25, 2007 Citizens for Responsibility and Ethics in Washington (CREW) filed a lawsuit against the Executive Office of the President, the Office of Administration and the National Archives and Records Administration in the District Court for the District of Columbia. CREW's action challenges as contrary to law those parties' knowing failure to recover, restore, and preserve millions of electronic communications created and/or received within the White House. The lawsuit stems from the millions of e-mails that were improperly deleted from White House servers and exist on back-up tapes, if at all.; FOIA Request: CREW versus EXECUTIVE OFFICE OF THE PRESIDENT ET AL (Lawsuit); Holder of Document: CREW; Producing Agency: Executive Office of the President; Date Received: 4/1/2010;

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    On September 25, 2007 Citizens for Responsibility and Ethics in Washington (CREW) filed a lawsuit against the Executive Office of the President, the Office of Administration and the National Archives and Records Administration in the District Court for the District of Columbia. CREW's action challenges as contrary to law those parties' knowing failure to recover, restore, and preserve millions of electronic communications created and/or received within the White House. The lawsuit stems from the millions of e-mails that were improperly deleted from White House servers and exist on back-up tapes, if at all.; FOIA Request: CREW versus EXECUTIVE OFFICE OF THE PRESIDENT ET AL (Lawsuit); Holder of Document: CREW; Producing Agency: Executive Office of the President; Date Received: 4/1/2010;

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    CREW Versus EXECUTIVE OFFICE OF THE PRESIDENT ET AL (Lawsuit) : 4/1/2010 - OAP00046517

    Caricato da

    CREW
    On September 25, 2007 Citizens for Responsibility and Ethics in Washington (CREW) filed a lawsuit against the Executive Office of the President, the Office of Administration and the National Archives and Records Administration in the District Court for the District of Columbia. CREW's action challenges as contrary to law those parties' knowing failure to recover, restore, and preserve millions of electronic communications created and/or received within the White House. The lawsuit stems from the millions of e-mails that were improperly deleted from White House servers and exist on back-up tapes, if at all.; FOIA Request: CREW versus EXECUTIVE OFFICE OF THE PRESIDENT ET AL (Lawsuit); Holder of Document: CREW; Producing Agency: Executive Office of the President; Date Received: 4/1/2010;

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    BACKGROUND SUMMARY Leadership Consulting Imaging System Design and Implementation Change Management Training Development EMPLOYMENT HISTORY UNISYS CORPORATION Over seven years as an information services professional with experience in proposal development, system design and implementation, and customer support. Additional areas of knowledge include: * Business Planning * Personne! Management * Training Development * Public Relations » System Testing «Market Research and Analysis * Change Management SELECTED CAREER ACCOMPLISHMENTS Coordinated the efforts of bid team members and subcontractors to ensure the development of high-quality proposals that met customer deadlines and was compliant with customer requirements, Worked with consulting teams to develop workflow models from client interview for business process analysis. Assisted in researching and recommending technologies to support client's business objectives. Designed, developed and implemented software solutions including operating system, imaging software and database software for several state and local government agencies. Currently designing and developing a Change Management Plan for a large Public Sector project that includes a Change Readiness Assessment, Communications Plan, Training Plan and an Orgenizational Design Plan Developed customized user training documentation and conducted customer training on imaging software and use of related hardware. UNISYS CORPORATION, Atlanta, GA March 98- Imaging Consultant Present UNISYS CORPORATION, Atlanta, GA Sept 96-Mar 98 Proposal Development Coordinator MARKETING RESOURCES, Atlanta, GA Oct 94-June 96 Assistant Media Buyer GEORGE W. BUSH PRESIDENTIAL RECORD OAP00046517 UNISYS CORPORATION EDUCATION MS., Marketing Communication, Florida State 1994 University, Tallahassee, Florida B.A, Literature, Florida State University, Tallahassee, 1992 Florida Professional Courses Include: Infolmage Folder on NT Foundations Infolmage Folder on NT Design and Implementation Infolmage Folder on NT Setup and Installation Infolmage Folder on NT System Administration PC DOCS DOCS Open Installation and Implementation Workshop Certified Document Imaging Architect Test Preparation Course Readsoft Eyes and Hands for Forms Basic and Advanced Courses Unisys e-Workflow and Imaging Update Course Unisys e-Workflow and Imaging Setup and Installation PROFESSIONAL SUMMARY [ fn2s over 7 years experience in the information systems industry with expertise in proposal development and the design and implementation of imaging systems. (EE hs held positions as an Assistant Media Buyer for an advertising agency. She was responsible for booking monthly radio, TV, newspaper and magazine buys and approving media schedules for a major account. ‘Asa Technical Support Analyst Il for Wang Laboratories, IEEE provided software technical support to end-users of Packard Bell systems. She was responsible for determining the type of support the customer required. (hardware/premier support/customer service) Upon joining Unisys Corporation, IEEE operated in the role of Proposal Development Coordinator, where she was responsible for developing client detailed responses and documentation for RFPs and coordinated the efforts of bid team members and subcontractors to ensure the production of high-quality proposals that met customer deadlines and was compliant with customer requirements. = also performed sales support activities such as producing presentations, demonstrations, technical reviews and other bid and proposal support. WEEE s most recent experience is with Unisys Federal Systems Division, Enterprise Information Management where she provides consulting services in the area of Document Imaging and Workflow Technologies. In this capacity she develops image-enabled Electronic Document Management ‘Systems (EDMS) based on customer goals, and implements this software solution including operating system, imaging software and database software. iso develops customized user training documentation and conducts customer training on imaging software and use of related hardware. ER :2rned a MS. in Marketing Communication and a B.A in English from Florida State University. GEORGE W. BUSH PRESIDENTIAL RECORD OAP00046518 References a Manager Louisiana Office of Motor Vehicles P.O. Box 64886 Baton Rouge, LA 70806 Phone: Email dps.stete la.us a AFIS Manager Pennsyivania State Police 1800 Elmerton Ave. Harrisburg, PA 17110 Phone| Email a state.us Regional Bridge Inspection Engineer Division of Operations Office of Maintenance Georgia Department of Transportation Transportation Management Center 935 Confederate Ave. Bldg. 24 Atlanta, Georgia 30316 Phone: Emait dot. stale.aa.us GEORGE W. BUSH PRESIDENTIAL RECORD UNISYS CORPORATION OAP00046519 BACKGROUND SUMMARY Project Management Consultant Presales UNISYS CORPORATION Experience in consulting and project management within Document Imaging using skills in time management, budget management, organization, coordination, diplomacy, and problem-solving with emphasis on: «Financial Management © Installation Project Planning * Design © Crisis Resolution © Training © Resource Management ‘* Proposal development SELECTED CAREER ACCOMPLISHMENTS. Ensure the successful implementation of a project from contract signing to completion. Responsibilities include working with the client to define and meet their business needs within the terms of the contract; develop, manage and maintain the project plan; work with the sales force to assure prompt delivery and billing of the correct and necessary hardware and software; work with the engineers to insure successful installation of the network and the hardware; coordinate, manage and assign resources; work with and manage third-party subcontractors; coordinate the installation of the software; oversee implementation of the approved design; provide on-site training and support; and stay within the budget and timelines defined by the contract and project plan Worked with clients to identify their business needs, then design and develop a working solution. Responsibilities included development of the requirements definition and detail design; development of the approved design; implementation of the solution including installing the imaging software and the database software; training users; and providing post-implementation support. Setup and presented live demonstrations of software product to clients. Demos required extensive knowledge and familiarity with software. Answered client questions regarding product and services. Developed client proposals with team of software and hardwere consultants. Participation included responding to technical questions regarding software as well managing the production of the deliverable. Skills required included organization, time management and diplomacy. GEORGE W. BUSH PRESIDENTIAL RECORD OAP00046520 EMPLOYMENT HISTORY EDUCATION UNISYS CORPORATION Unisys Corporation, Atlanta, GA 1994-Present Project Manager 3/97-Present Consultant - Imaging 11/94-Present McCarty Construction, Atlanta, GA 1994 Classic Electric Company, Atlanta, GA 1993-1994 Excel Temp Service, Atlanta, GA 1993 University of Wyoming, Laramie, WY 1992 Georgia Southern University, Statesboro, GA 1988-1992 BA, English (Minor-Communications), 1989 Georgia Southern University, Statesboro, GA Professional Courses include: Unisys Project Management Certification courses: ‘+ Project Estimating Workshop * Project Requirements Management Workshop * Project Risk Management Workshop * Project Financial Management Workshop * Building Work Breakdown Structures «Planning and Controlling Projects Workshop Supporting Microsoft Windows NT Workstation 3.51 Supporting Microsoft Windows NT Server 3.51 System Administration for Microsoft SQL Server 6.5 Infolmage Folder on OS/2 and NT: Foundations Workshop Infolmage Folder on OS/2 and NT: Design and Implementation Workshop Infoimage Folder on OS/2 and NT: Installation and System Maintenance New Consultant Orientation Compass Course: Information Services Computer Fundamentals GEORGE W. BUSH PRESIDENTIAL RECORD OAP00046521 UNISYS CORPORATION PROFESSIONAL SUMMARY (RB bass over 5 years experience in document imaging. She has worked every aspect of an imaging project from pre-sales demos to proposals to implementation to post- implementation support (ES started her career in information technology writing and managing proposals for Unisys. She was responsible for managing proposal teams and ensuring each team met their deadline. She organized the individual responses from the various team members into a single, professional, customer-ready document. She contributed herself with background information on Unisys, its methodology and its resources. After receiving training in document imaging, IIE participated in the technical aspect of pre-sales. She designed and presented many custom demonstrations for customers as well as contributing to the technical responses of imaging proposals. As a consultant, EEE has designed and installed many Imaging systems for Unisys customers around the South. Based on customer interviews, she would write the Requirements Definition and Detailed Design. She would design the agreed upon system and install the hardware and software. Once the customer accepted the system, — would provide onsite training to the end-users and onsite support after the system went into production. ‘Asa Project Manager, IN has managed the implementation of several small projects ‘on which she functioned as both Project Manager and lead implementer. Most recently she was responsible for the implementation of a multi-million dollar implementation for an agency within the Federal Government._ Unisys was a subcontractor on this project and had a subcontractor on this project. [EEE was responsible for working with all levels of management and for managing both Unisys resources and the subcontractor. Unisys and their subcontractor replaced an outdated legacy system with modern hardware and software to bring the customer inline with current technology. The project was in process when Ill HB became involved, and she had the responsibility of bringing the project back into focus and on track. [EE and her team were able to successfully complete the project within the agreed upon schedule. GEORGE W. BUSH PRESIDENTIAL RECORD OAP00046522 BACKGROUND SUMMARY Management Marketing and Sales Support Unisys Corporation A dedicated, focused and results-oriented individual with over 9 years of successful business management/marketing and technical experience. Confident and poised in interactions with individuals at all levels. Detail- orientated and resourceful in completing projects. Proven management, analytical, communications, services delivery and marketing skills resulting in discemible client ROI, and business revenue. Recognized expertise in: Imaging Workflow Design/Re-engineering Document Management Analysis/Design Proposal Development Quality Improvement Business Management SELECTED CAREER ACCOMPLISHMENTS * Direct personnel management responsibilities for more than 5 years. Has managed up to 45 individual employees performing dispersed tasks including sales and customer support. The sales and support encompassed more than 75 commercial accounts. + Directly and indirectly responsible for the acquisition of new accounts, Bid- NoBid integrity matrix, proposal development, development of extensive demonstration capabilities. Has held numerous positions that reflected extensive proposal development, marketing skills, and the understanding of technical business processes. Most recently, was the Bid Manager for Unisys proposal to State of Indiana for Document Imaging and Document Management System, in which Unisys bid FileNet. Unisys received award of this RFP. «Held position within the Unisys World Wide Imaging Center of Excellence, which had the responsibility of supporting all pre-sales activities associated to imaging, document management or workflow opportunities. Included extensive development of demonstration systems for conventions, as well as functional presentations for all customer facing engagements. GEORGE W. BUSH PRESIDENTIAL RECORD OAP00046523 ES BACKGROUND SUMMARY System Design and Technical Support Unisys Corporation A dedicated, focused and results-oriented individual with over 9 years of successful business management/marketing and technical experience. Confident and poised in interactions with individuals at all levels. Detail- orientated and resourceful in completing projects. Proven management, analytical, communications, services delivery and marketing skills resulting in discernible client ROI, and business revenue. Recognized expertise in: Imaging Workflow Design/Re-engineering Document Management Analysis/Design Proposal Development Quality Improvement Business Management + Directly provided support in context to business process re-engineering, hardware and software requirements, workflow processes, and time utilization matrix. + Directly provide technical support of proposal responses. This technical support spans all products that Unisys may bid, to include FileNet. * Analysis, Design and Implementation of Workflow/Security solutions. The solution ties e-forms, digital signatures, and validation within a thin client environment together via Unisys eWorkflow and Imaging (UeWI) underpinned with a Public Key Infrastructure. + Analysis, Design and Implementation of Web based Single-SignOn solutions pilot. The solution utilizes XML Forms, digital signatures, integration with GetAccess and validation via UeW! Workflow component. + Extensive experience in backfile conversion, document management, and document conversion methodologies GEORGE W. BUSH PRESIDENTIAL RECORD OAP00046524 LS BACKGROUND SUMMARY Project Management Unisys Corporation A dedicated, focused and results-oriented individual with over 9 years of successful business management/marketing and technical experience. Confident and poised in interactions with individuals at all levels. Detail- orientated and resourceful in completing projects. Proven management, analytical, communications, services delivery and marketing skills resulting in discernible client ROI, and business revenue. Recognized expertise in: Imaging Workflow Design/Re-engineering Document Management Analysis/Design Proposal Development Quality Improvement Business Management + Performed extensive pre and post sales projects, including the concurrent management of two commercial contracts and a Computer Operations Center/Help Desk contract for Yorktown Naval Weapons Station. * Most recent post sales experience involved the full implementation of services, to provide Document Imaging and workflow capabilities to Wilmington Trust. The implementation included both thick and thin client interfaces, complex workflow, and extensive scanning (barcode, patch code and OCR) capabilities, and backfile conversion. Senior Business Process Solution resource responsible for complete system install, testing, and end- user training as well as RD/DD modification based on actual implementation. «Most recent pre-sales experience involved the development and implementation of UeW! software to include Web Connector and Internet Client Work Manager with integration to GetAccess in an Oracle environment. This engagement included custom HTML forms, ASP page development, and utilization of custom robots for on-the-fly conversions and data capture. Other significant work was done at Virginia Department of Motor Vehicles as the Senior Business Process Solution resource on site. Provided development of digital signature/Workflow/PK_I infrastructure, served as the primary customer interface, performed initial analysis and design of workflow component, as well as developed/delivered training on implemented solution in conjunction with the Unisys Security Practice resource on-site. Performed all troubleshooting and resolution of pilot system during “live” utilization of the system GEORGE W. BUSH PRESIDENTIAL RECORD OAP00046525 BACKGROUND SUMMARY Employment History Henne Unisys Corporation A dedicated, focused and results-oriented individual with over 9 years of successful business managementimarketing and technical experience. Confident and poised in interactions with individuals at all levels. Detail- orientated and resourceful in completing projects. Proven management, analytical, communications, services delivery and marketing skills resulting in discernible client ROI, and business revenue. Recognized expertise in: Imaging Workflow Design/Re-engineering Document Management Analysis/Design Proposal Development Quality Improvement Business Management Unisys Corporation, Blue Bell, PA Solutions Specialist, EIM Global Public Sector Senior Consultant, e-@ction Business Process Solutions Consultant, e-@ction Business Process Solutions Ridqway’s Incorporated, Portsmouth VA Division Manager, Document Conversion Information Technology Solutions, Hampton VA Project Manager/Marketing Representative Marketing Representative Junior Marketing Representative Advance Auto Parts Store Manager GEORGE W. BUSH PRESIDENTIAL RECORD 1999 - Present Present 2000 - 2001 1999 - 2000 1998 - 1999 1998 -1999 1995 -1998 1997 -1998 1996 -1997 1995 -1996 1991 - 1995 1991 - 1995 OAP00046526 Leen ee al BACKGROUND SUMMARY EDUCATION Unisys Corporation A dedicated, focused and results-oriented individual with over 9 years of successful business managementimarketing and technical experience. Confident and poised in interactions with individuals at all levels. Detail- orientated and resourceful in completing projects. Proven management, analytical, communications, services delivery and marketing skills resulting in discernible client ROI, and business revenue. Recognized expertise in: Imaging Workflow Design/Re-engineering Document Management Analysis/Design Proposal Development Quality Improvement Business Management ee ee eee College: Christopher Newport University, B.S. Business Administration, 1991 Continuing Education: Over 300 hours of extensive company sponsored internal and external education and seminars in Marketing, Document Management and Imaging/Workflow product knowledge. GEORGE W. BUSH PRESIDENTIAL RECORD OAP00046527 SS Unisys Corporation PROFESSIONAL SUMMARY (HE 12s over 8 years in the high technology marketplace, with a proven record of utilizing his management, communications, technical and marketing skills to achieve significant goals for his clients. [EEE currently holds the title of Senior Consultant, within the North American Solutions ‘Services/Delivery Organization. He is one of a skilled group of professionals providing deliverylimplementation, presales, marketing and technical support to other Unisys organizations whose clients have needs in the imaging technology arena or onsite at billable customer locations. This support may take the form of live demonstrations, marketing meetings, proposal support or direct customer support in a consultative, design, developmental, delivery or implementation role. Prior to moving to North American Solution Services/Delivery, he held the position of Consultant within the Unisys Imaging Center Of Excellence. Prior to working for Unisys he held the title of Division Manager, for Ridgway's Incorporated. His most recent responsibility in this role was the successful implementation of a service bureau for document conversion and the capture of a major contract to support divisional sales goals and acquisition of high technology equipment to further enhance growth. put a contract in place with the EPA utilizing Unisys as the prime contractor and the Image World Contract vehicle for procurement actions. The conversion itself entailed conversion to multiple Adobe PDF formats, with some HTML and Word Conversions. previously held several titles at Information Technology Solutions, Incorporated (ITS), including Project Manager and Marketing Representative. These positions involved the management of several commercial and government contracts, and the marketing of ITS solutions to the commercial sector. [IEEE secured the first commercial contracts for ITS, during which time he developing a strong go to market model for commercial targets. During his tenure as project manager| ‘was introduce to the Total Quality Management philosophies employed by ITS. |was also tasked with implementing workflow and time utilization improvement within ITS's two largest imaging/document conversion activities. The conversion activities focus primarily on conversion to Adobe PDF format, to include internal and external hyperiinking of the PDF documents in an automated workflow. The projects delivered in excess of 40,000 pages weekly of fully converted, indexed and hyperlinked documents on CD-ROM. The final weekly output number was a 40% increase over baseline figures and is attributed to workflow and automation techniques implemented, GEORGE W. BUSH PRESIDENTIAL RECORD OAP00046528 UNISYS CORPORATION BACKGROUND _ Over 28 years as an information systems professional with a strong SUMMARY background in project management and empha: © Project Management Processes + Requirements Analysis & Mgmt * Document Processing «Proposal Development * Systems Integration «Product Management/Lifecycles SELECTED CAREER ACCOMPLISHMENTS: Project Managed a Systems Integration project at Reliance Standard Life Insurance Management- Company to replace their legacy production systems with a client-server, Custom NT/Oracle, object-oriented solution. Directed a team of 8 consultants and 2 Development subcontractors and generated over $18M revenue for Unisys over 4 % and Systems years. This project is considered a model project by the Unisys Project Integration Quality office. As project manager for the State of Wisconsin System21 project, managed a team of up to 10 consultants and delivered a statewide client information system for the Department of Corrections. This $1M custom development effort was implemented in a 3-tier environment (PC, UNIX, IBM mainframe), using Visual Basic and 'C’ languages, Oracle, Open Environment Corporation Toolkit, TCP/IP and various 3rd-party add-on produets. Managed multiple in-house projects to produce demonstrations of the Unisys retail delivery and banking customer information systems (CIS) solutions. This included collaborating with Human Factors professionals on screen design and flow and contracting with an outside firm for a multimedia piece to visually demonstrate how to create retail delivery solutions from the Unisys financial class objects and GUI and authoring tools. The CIS demonstration was used as the basis for client implementations. Project Managed multiple document imaging projects at Reliance Standard Life Management - __ Insurance Company ($2M of overall $18M revenue). Managed the Document requirements and test efforts and two subcontractors and delivered: FileNET Processing imaging hardware and software upgrade, custom scan and index applications to faciliate the capture process and provide overall flexibility and FileNET applications that interfaced with the Policy and Claims production system for information exchange, prefetch document requests and capture of electronic documents. On another project, managed the requirements and planning efforts to make the Claims Department “paperless" Managed a $1.4M project for the Unisys HIM group to image Medicaid claims for the State of Oklahoma. This was the first large Infolmage project to be placed into production on the new NT platform. It required custom development to interface with the state's production systems and with an electronic forms package. Delivered this project within budget and ahead of schedule, Responsible for managing and delivering a document storage and retrieval Infolmage solution to Advanta Corporation (Leasing Division). GEORGE W. BUSH PRESIDENTIAL RECORD OAP00046529 Requirements Analysis and Management Proposal Development Product Management EMPLOYMENT HISTORY UNISYS CORPORATION Throughout my career as a project manager and product manager, have been heavily involved in identifying and analyzing requirements, as well as managing requirements over the life of a project. Have worked with Rational's Requisite Pro tool, including capturing over 1400 requirements for the Nasdaq Surveillance Delivery System project. Have participated in developing numerous RFI and RFP proposal efforts over the last 10 years, managing many of these efforts. ‘As a product manager in 1990, released the first Unisys Systems Management suite of products. Named InContral, this workstation-based solution provided comprehensive event management, allowing system and application events to be sent to distributed management centers based on a variety of filtering criteria, and then handled by severity, category and span of control. The InControl suite also included remote workstation access, software distribution facilities and options to direct events to NetView on an IBM host and distribute software to workgroups in the network by cooperating with NetView Distribution Manager on the IBM host. ‘As a product manager for Unisys CTOS workstation and UNIX server networking, was responsible for dozens of communications products covering Unisys and IBM host communications, TCP/IP and OSI communications, LAN and WAN connectivity, and a variety of terminal emulators, file transfers, networked file systems, email facilities and APIs. Over my 9 years as Product Manager for various Unisys products, worked with development groups and Sales & Marketing organizations to define user and system requirements, determine product release contents, negotiate contracts with third parties, conduct product life cycle reviews and create marketing material, pricing proposals and competitive analysis reports. UNISYS CORPORATION, Blue Bell, PA, USA Global Industries * Sr. Project Manager — Financial Services 2000 - Present + Project Manager — Financial Services 1997-1999 « Project Manager — Public Sector 1994-1996 Product Management ‘* Product Manager for Financial Line of Business 1991-1994 Product Manager for Unix and CTOS Products 1986-1990 Field Organizations ‘+ US Marketing - Technical Support 1984-1985 + Easter Region - Technical Support 1982-1983 + Philadelphia District - Technical Support 1981-1982 Engineering Facility + Systems Analyst 1976-1980 + Systems Programmer 1975-1976 GEORGE W. BUSH PRESIDENTIAL RECORD OAP00046530 EDUCATION |__| UNISYS CORPORATION B.S. Computer Science 1975 University of Delaware, Newark, Delaware Certified PMP 2003 Project Management Institute Professional Courses include: « Project Management courses covering Project Planning and Controlling, Requirements Management, Work Breakdown Structures, Project Estimating, Project Metrics, Risk Management, Project Financials and Contract Mgmt * Unisys Blueprinting courses covering Business Architecture, Business Modeling and Proforma's ProVision Tool Technical Courses including Unisys Document Management Infolmage courses, Visual Basic and Oracle Unisys Achievement Awards and the Unisys Eagles 2000 Award GEORGE W. BUSH PRESIDENTIAL RECORD OAP00046531 ww NOY ADVANCED TECHNOLOGIES. INC. BIOGRAPHY Summary of Qualifications is the Vice President Records Best Practices at MDY Advenced Technologies, I. (Fair Lawn, NJ), where he is responsible for providing consultant services on records and archival management, standards, and practices. BIBI is also responsible for the ongoing development and functionality of the FileSurf™ electronic records management system. Most recently, ill supervised the re-certification of FileSurf™ as DoD 5015.2-approved software. Prior to joining MOY, il was employed at the US Department of Defense: Defense Information Systems Agency's Joint Interoperability Test Command (JITC) for 21 years, where he authored Do 5015.2-STD, the "Design Criteria Standard for Records Management Applications” and established the JITC's Records Management Certification Test Facity Mi essists organizations in defining and establishing their records management policies, programs, and processes including file plans, retention schedules, and destruction. Ills esponsible for analyzing client requirements and designing effective records and information management solutions. He is e member of the Association of Records Managers and Administrators (ARMA) and has spoken at numerous ARMA and government seminars on electronic record-keeping and electronic mail record-keeping requirements. EEE «eceived nis Bachelor's Degree from Hampton Institute and his Masters of ‘Science Degree in Telecommunications Management from Golden Gate University. GEORGE W. BUSH PRESIDENTIAL RECORD OAP00046532 we BIOGRAPHY Hae incro enemas NC Project Manager/Senior Manager Exper ‘Senior Manager, Professional Services - Direct Federal Government Professional Services team for all document, records, and case management implementations. © Manage a staff of up to 10 consultants and three project managers, collaborating with other senior managers to maximize human resource allocation among multiple, consecutive projects. + Oversee the entire systems development lifecycle, including requirements gathering, prototype development, client presentations, and technical specification development. «Ensure compliance to all federal records management regulations including, but not limited to, Sarbanes-Oxley and DoD 5015.2. 's Obtain and supervise third-party vendors, selecting the most appropriate providers, developing subcontracts in collaboration with counsel, and overseeing onsite work performance. Key Achievernents: + Supervised several projects for the Federal Government to develop and implement case, records, and document management systems. ‘+ Managed implementations at large DOD accounts (1000 to 5000+ users) + Provided technical and functional leadership in all database design efforts. © Collaborated with government representatives to evaluate the existing business models. «Worked with the systems developers to migrate all data to the new systems. ‘+ Oversaw the development of technical and online help documentation. + Managed quality control (QC) testing and supervised end user training, Project Manager - Participated in a project management capacity on multiple, simultaneous systems development projects. «Performed all aspects of implementation life cycle from original requirements analysis through development, testing, taining, and rolout for case and document management implementations at various client sites, + Supervised database development, working with engineers on stabilization and normalization © Maintained and monitored client invoicing and tracked budget expenditures. + Assisted with sales presentations to explain EIMS package and configuration options «Performed final contract review to ensure that all contract requirements were satisfied. + Directed complex conversion efforts and integrations with legacy systems. Key Achievement + Managed a nationwide case management implementation for 11 fields offices at a government account, affecting more than 1,000 users. GEORGE W. BUSH PRESIDENTIAL RECORD OAP00046533 Areas of strenath: * Document Management + Case Management + Content Management © Records Management = Quality Control © WorkFiow © Project Management + Process Improvement = SQL Troubleshooting ‘Technical Knowledge: Certified PMP and Senior Manager in Professional Services skilled in conducting business analysis, process reengineering, and technical project management using off-the-shelf software as well as various development and implementation methodologies. Experienced in managing cross-functional teams to develop end implement innovative solutions based on client needs. Strong knowledge of implementation processes, workflow analysis and redesign, information systems, and policy development for effective change management. Project Phases: Asti ‘Member, Project Management Institute Certified Project Management Professional (PMP) Education: MBA, Computer Information Systems, Baruch College of the City University of New York. New York, NY, 1993, G.P.A: Major- 3.8; Overall - 3.4 BA, English, Queens College of the City University of New York, Flushing, NY, 1986 GEORGE W. BUSH PRESIDENTIAL RECORD OAP00046534 BIOGRAPHY Summary of Qualifications ’2 nationally and internationally known expert in the field of document and records management, technology and dispensation. She has over 20 years of experience in ‘computer sciences focusing in records management, ‘She is President of the New York City Chapter of the Association of Records Management Administrators (ARMA) and is recognized as an authority in her field. She has been published in prestigious academic journals and computer science conference proceedings. She is also a sought-after and well-known speaker on computer systems ‘and records management systems to companies and government organizations worldwide. She has ‘Spoken on vital topics such as Information Management, Government, Regulation/Intemational Regulations, Conflict Resolution and E-Business Challenges. Recently, SMNNM spoke to ARMA chapters in California, Connecticut, Florida, Massachusetts, and New York. She was a vendor specialist at ALA in San Diego, a technology specialist at ARMA in Boston and a main-track speaker St AIIM in New York. In 2003 MINI was invited to give a nationwide web presentation to NARA on the topic of electronic records administration. Alter gaining known statu n records manager, MMM 008, ani the CEO of MD Advanced Technologies, and one of the creators of FileSurf™. The company opened its doors in 1988, and has been a leader in records technology for over 15 years. [NNN oversees computer operations for @ wide spectrum of clients including fortune 100 financial cents, low firms, medical enterprises and government and civitservice organizations, She directs companies in evaluating their records/files as well as document management needs. [MRE

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