David S.

Lawrence
Summary:
As an Enterprise Data Architect is to expand the client's use of data as a strategic enabler of
corporate information assets. This is achieved by strategically designing, developing, and
implementing data models for enterprise-level applications and system and providing leadership in
service-oriented architecture (SOA), ETL design, Reporting initiatives, and Master Data
Management technologies. This further includes the development of data modeling methodologies
and data processing best practices, and serving as the lead in gathering requirements
from
business stakeholders, in addition to providing management, direction and guidance to the
development teams.
Functional Accomplishments
Senior Enterprise Data Architect with experience in Transactional, Master Data Management
(MDM), Operational Data Store (ODS), and Business Intelligence systems (using Kimball
Star Schema methods) and design of service-oriented architectures (SOA) using Canonical
Data Models.
Managed the design and construction of Data Warehouse /Data Mining applications
managing billions of dollars inventory and transactional volumes with sizes of up to 50
Terabytes and over 500 tables.
Hired and managed teams of developers, database administrators, and business analysts
with annual budgets of up to four million dollars.
Served as development lead, gathering requirements from senior corporate stakeholders
and key customers and vendors while communicating with and managing development
teams.
Delivered high-level executive presentations and strategic recommendations,
comprehensive information architecture designs, detailed functional specifications, fully
elaborated conceptual, logical and physical data models, and sophisticated managed
metadata environments.
Developed sophisticated statistical models to predict customer behavior by increasing
marketing lift and improving customer Lifetime Value, and performed Multivariate (AB)
Testing to maximize the revenues from customer interactions.
Created Search Engine Optimization (SEO) internet advertising campaign which increased
click through rate by 5x and dramatically increased search engine rankings.
Analytic Accomplishments
Extensive experience in Technology Strategy, including the evaluation of potential
purchases, application architectures, business partnerships, outsourcing relationships and
build or buy decisions.
Performed management consulting services, which included interviews, white papers,
development of service offerings, and presentations.
Provided competitive analysis of Business Intelligence industry for Wall Street security
analysts
Polished communicator with over a decade of speaking and writing experience, including
presentations to national professional societies and reviews of information technology books
on Amazon.com (http://www.amazon.com/gp/cdp/member-reviews/A2V7QDVQT3PJNX/)
Command of accounting systems, analytical forecast methods, balance sheet analysis and
capital budgeting techniques.
Responsible for the successful launch of new newspapers, magazines, newsletters and
television shows as an author, editor and producer.
Collaborated on several business plans for proposed start-up ventures.

Consulting Services
Typical engagements have been in the financial services, retail, consumer products, and
pharmaceutical and health care industries. Deliverables have included: object and data
modeling and information strategy, financial analysis, hiring and management of
development teams and vendors, the assessment of candidate technologies and products,
and the evaluation of outsourcing options.
Clients include: GetConnected.com, Electric Insurance Company, Pfizer Global
Pharmaceuticals, Fidelity Investments, State Street Bank and Trust, Intelligent-ISI, Harvard
Management Company, Covidien, Deloitte, Commonwealth of Massachusetts Operational
Services Division, Reliant Medical Group, TERI, Cambridge Interactive Data Corporation,
PlumChoice, The Gillette Company, Harvard Pilgrim Health Care, J.C. Penney, ProfitLogic,
Proflowers.com, Citizens Bank, Harvard University, J.P. Morgan Chase, Arbella Insurance
Company, Double Click, Paine Webber, Gartner Group, The Hartford Insurance Company,
One To One Interactive, Wang Laboratories, OReilly and Associates, AT&T Financial
Services, Weddings2Go.com, White Pine Networks, Syratech, Hills Department Stores,
Vertigo Development Group, Mitchell Madison Group, and Business Matters.
Tools
Designer by Oracle, Erwin by Computer Associates, Corporate Modeler by CASEwise, E/R Studio
and DBArtisan by Embarcadero Technologies, Power Center by Informatica, SSIS, SSAS and SSRS
by Microsoft, Toad by Quest, Prospero by Oberon, Power Designer by Powersoft, Google Analytics,
SAS, R, Site Catalyst by Omniture, Crystal Reports by Seagate, Business Objects by Business
Objects, Siebel Analytics by Siebel, OBIEE by Oracle, IBM Cognos and Data Stage, Informatica
Power Mart. Harte Hanks Trillium, Information Builders Iway and Web Focus, and Hyperion. Visual
Studio, Enterprise Manager and Project by Microsoft; Rational XDE and Rational Rose by IBM.
DATA ENVIRONMENTS, OPERATING SYSTEMS, AND ERP PACKAGES
Oracle 11g, IBM DB/2, Sybase System 9, Hadoop, Netezza Twin Fin, Informix Dynamic Server,
MYSQL, Microsoft SQL Server 2008 (64 bit), Teradata Warehouse, and Enterprise DB. XML, HTTP,
WSDL, etc. Windows, Linux and UNIX operating systems. Oracle Retail, Oracle Financials,
PeopleSoft, JD Edwards, IBM Information Server QualityStage, IBM InfoSphere MDM Server,
Initiate and Collaborate Server.
Education
Harvard College, AB in Economics; Senior Thesis: "Inflation, Taxation and the International Returns
to Investments in the Steel Industry," graded summa cum laude; prepared as a report for the US
Department of the Treasury. Additionally coursework created dynamic computer simulations of the
impact of the learning curve, research and development expenditures, and investments in the
semiconductor industry. Transferred as a junior from West Point.
Harvard Graduate School of Arts and Sciences, ABD in Business Economics. Field of Study:
Dynamic mathematical methods in the theory of financial markets, risk and uncertainty. Additional
courses in Mathematics, Accounting, Engineering and Statistics. Thesis research: A Fractal, NonLinear, Analysis of Excess Volatility in Financial Markets.

Professional Experience
Deloitte Consulting, Boston, MA
August 2013 to present
Enterprise Data Architect
Responsible for delivery for Periscope's Cloud-based solution, BuySpeed, for the
Commonwealth of Massachusetts, especially regarding migration of legacy procurement

system. Devised canonical messages, authored source to target mappings, ETL coding in
PL/SQL, and coordinated with testing and validation and verification. Used CA Erwin as the
modeling tool, Oracle 11g as the source database and SQL Server 2012 as the target
database, ETL was performed via views in Oracle developed using Toad for Oracle.
Worked with top management from the Commonwealth or Massachusetts Operational
Services Division, Deloitte, Accenture and Periscope to develop approach for delivery of the
BuySpeed application, including phased releases, functional mapping, and data integration
and MDM strategy. Managed a team of developers, database administrators, business
analysts and coordinated releases with project management team.

Harvard Management Company Boston, MA

November 2012 to July 2013
Enterprise Data Architect
Responsible for a series of initiatives to implement sound Data Management capabilities for
Harvard Management Company, which manages a $30 billion endowment for Harvard
University. These included Big Data initiatives and Predictive Analytics solutions. Created a
series of applications to increase effectiveness in measuring and improving Risk
Management. Used Bitemporal Data methods to optimize trading desk activities and provide
greater insight into Portfolio Manager performance relative to benchmarks for a series of
financial products including Hedge Funds, Private Equity, Property, Agriculture, Venture
Capital, Stocks, Bonds and Derivatives. Used CA Erwin as the data modeling tool, SQL
Server 2012 as the target database, Kettle as the ETL tool, reporting via Microsoft SSAS and
SSIS, and R was the Big Data analytical tool.
Worked with top company management to devise strategy for overall enterprise data
warehouse design, technology evaluation and vendor selection, formulation of enterprise
data standards and best practices approach, and database design and development,
including data integration strategy. Created a consensus around best approach to
Bitemporal Data, via presentations, development of specifications and creation of use cases.
Worked with Data Scientists to use Big Data techniques to support Risk Management,
including Predictive Analytics capabilities, Performance Measurement relative to selected
benchmarks, Value at Risk measurement, and Monte Carlo Simulations of likely scenarios.
Covidien, Mansfield, MA
May 2012 to November 2012
Enterprise Data Architect
Lead Data Architect for Covidien. Responsible for overall enterprise data architecture,
technology evaluation and recommendation, standards and practices, and database design
and development. Responsible for overall MDM Strategy, using IBM InfoSphere Master Data
Management and IBM Information Server QualityStage. Evaluated technologies for Big Data
initiatives, including commercial versions of Hadoop, use of industry models, and data
warehouse appliances such as Netezza and Teradata. Oversaw development of Intelligent
Patient Initiative, a Big Data dashboard, designed using Cognos and SPSS, which provided
insight into clinical quality, patient outcomes and quality adjusted cost metrics.
Lead on Sales Reporting database which integrates data from multiple business units
producing medical devises and pharmaceuticals. Created MDM Hub and Data Warehouse
databases delivered via Microsoft SQL Server 2008. Responsible for database design and
metadata capture using CA Erwin, ETL source to target mappings, MDM processing and
report design. Reported to senior Product Management and technology executives
Harvard University, Cambridge, MA
November 2011 to May 2012
Enterprise Data Architect
Responsible for design and delivery of Business Intelligence solution which provided
analytical insight into Accounts Payable, Accounts Receivable and Purchase Order financial
domains, with Oracle Financials and PeopleSoft 9.0 as source systems. Worked with senior

members of the Harvard Data Warehouse Group to evaluate potential options, including
packaged solutions, third party development proposals, and in-house development, and
used this to recommended best approach.
Captured business requirements, determined reporting needs, profiled source systems, and
worked with business users to create an Enterprise Data Warehouse (EDW) application using
Kimball Star Schema methods. Created consensus on database design with 15 star schemas
and 30 dimensions, modeled using CA Erwin. Authored source to target mappings, designed
semantic layer and determined reporting needs. Additionally, defined physical characteristics
such as storage, indexing strategy, partitioning and tablespaces. Created project plan and
determined resource requirements. The system architecture involved Oracle 11g database,
Oracle Financials R12, PeopleSoft 9, Informatica Power Center 9, and Oracle OBIEE 11g.

Reliant Medical Group (formerly Fallon Clinic), MA

July 2011 to November 2011
Enterprise Data Architect
Responsible for system architecture and database design for a Pay for Performance (P4P)
data warehouse which analyzed clinical records, claims, prescription data and electronic
health records (EHR) to assess the quality of patient care using metrics as defined in HEDIS
specifications. Worked with senior members of the patient quality group to determine
Business Intelligence requirements, which were delivered via an Enterprise Data Warehouse
(EDW) application (based on Kimball Star Schema methods), which used sophisticated
metadata strategies and complex, modular procedural logic to satisfy the complex reporting
requirements using reusable software components. CA Erwin was used as the database
design tool.
Defined optimal system architecture, created database design, devised Data Quality
strategy, created Data Governance processes, devised indexing strategy, and physical
storage allocation. Determined ETL strategy, created source to target mappings
(supplemented by process flow design), defined reporting requirements and reporting
metadata layer definitions. The application was delivered on SQL Server 2008, ETL was
performed using Microsoft SSIS, and reports were delivered using Business Objects.
Managed team of developers, business analysts, ETL developers, report writers, and DBAs.
Ahold (Stop and Shop parent company) Boston, MA
September 2010 to July 2011
Enterprise Data Architect
Responsible for overall data modeling efforts, including maintenance and upgrades to a 300
table Master Data Management (MDM) Hub and design of canonical messages in a Service
Oriented Architecture (SOA) which used an Enterprise Service Bus (ESB) to integrate an
Oracle Retail implementation with over 150 existing enterprise applications covering a wide
range of business functionality, including product lifecycle management , demand
forecasting, and supply chain integration. CA Erwin was the database design tool. Created
overall strategy for data cleansing, including the use of Siperian and the design of
foundation data structures to capture and distribute cleansed Master Data throughout the
enterprise. Worked with senior members of implementation team (Wipro), key business
representatives, and enterprise architecture group, to ensure successful application
integration, and to support Business Intelligence requirements. Created Data Governance
processes to ensure data quality and correct representation of business concepts.
Created enterprise data model, captured detailed business requirements, including definition
of different product types, identified and remedied data gaps, designed source to target
mappings, and created set of canonical messages to implement real-time data integration.
The application was delivered on Oracle 11g, ETL was performed via Informatica, cleansing
was done using Siperian, messages were distributed via Tibco, and Oracle Retail was the
ERP product which was being implemented contemporaneously.

EMC, Boston, MA
April 2010 to September 2010
Enterprise Data Architect
Responsible for delivery of Enterprise Data Warehouse (EDW) enhancements to provide
supply chain reporting to manage field engineers repair jobs for EMC storage hardware at
customer sites. These supply chain tasks were implemented via a third party workforce
MDM hub application from Servigistics. Worked with senior members of supply chain team
to determine reporting requirements which were delivered via an Executive Dashboard
Business Intelligence application (using Kimball Star Schema methods) which integrated
results from Servigistics with data from Oracle ERP 11i and Oracle CRM 11i. CA Erwin was
the database design tool.
Created star schema database design, source to target mappings, ETL Process flow
diagrams, reporting specifications and metadata layer definitions, and database scripts
which included indexing, tablespace creation, and physical storage allocation.. The
application was delivered on Oracle 11g, ETL was developed using Informatica Power Mart,
and reporting was done via OBIEE. Managed team of developers, business analysts, ETL
developers, report writers, and DBAs.
PlumChoice, Boston, MA
September 2009 to March 2010
Enterprise Data Architect
Worked with C-level executives to provide business intelligence capabilities via Executive
Dashboards delivered from an Enterprise Data Warehouse. Provided actionable insights into
operational efficiencies, including call center metrics, service level agreement management,
and coordination between revenue forecasts, head count projections, and productivity
measurements.
Created Kimball Star Schema design for 45 tables, ETL and Reporting Specifications and
made technology purchase recommendations. ETL was performed by SSIS and SSAS/SSRS
were the reporting tools. CA Erwin was the database design tool. It was constructed to work
with SQL Server 2008 (64 bit) and Share Point.
State Street Bank and Trust, Boston, MA
July 2008 to August 2009
Enterprise Data Architect
Responsible for the delivery of the Basel II Data Warehouse, a Business Intelligence
application (using Kimball Star Schema methods) which is used to monitor the risks of the
bank, especially relating to assessing the creditworthiness of financial counterparties. State
Street bank has over $200 billion assets under management. Provided measurement on
detailed and aggregated exposures, data quality metrics, market risk, regulatory and
analytic capital amounts, and counterparty ratings for 14 categories of equity, fixed income
and derivative products. Involved understanding sophisticated risk analytic models
(including Value At Risk models) and capturing and presenting this information in an
optimized dimensional data warehouse model.
Performed gap analysis against IBM M1 metadata model for financial services. The
application was delivered in Oracle 10g with 75 tables, and included physical optimizations
such as allocation across tablespaces, partitioning strategy, and index optimization. CA
Erwin was the database design tool. ETL was performed by Data Stage and Cognos was the
reporting tool. It was integrated with a Siperian-based Master Data Management (MDM) hub
which utilized a service-oriented architecture (SOA) and canonical data models for
messages.
CIDC boston
Enterprise Data Architect and Predictive Analytics Analyst

September 2007 to July 2008

Responsible for overall Data Architecture and Business Intelligence (using Kimball Star
Schema methods) initiatives. Created an Enterprise Data Hub to implement Master Data
Management (MDM) Strategy. CA Erwin was the database design tool. Created data mart
designs to support marketing, product management and finance as well as overall Data
Quality initiatives via a Data Governance process. Gathered requirements, created models,
and managed overall data management initiatives. Databases included Netezza, Oracle 10g,
Informix and MYSQL, and included over 150 tables. Developed canonical data models for
messages and implemented using a services-oriented architecture (SOA) via a Business
Rules Engine. Reporting tool was Business Objects.
Additionally, I used sophisticated statistical models to predict customer behavior and enable
direct marketing tactics which increased marketing lift and improved customer Lifetime
Value, using SAS, R, and Google Analytics, to perform Multivariate (AB) Testing.

GetConnected
February 2007 to August 2007
Enterprise Data Architect
Responsible for redesign of entire e commerce platform, beginning with Product Catalog and
foundational elements, then moving on to transactional elements, including order processing and
merchant site creation work flows. Design focused on defining transactional model and managing
business intelligence developers, and on capturing of critical business intelligence metrics at key
touch points throughout the transaction life cycle. CA Erwin was the database design tool. Gathered
requirements from key business stakeholders in product management, marketing and finance,
created standards, functional specifications and best practices documents and managed
development of data structures, stored procedures and schemas. Application was platformed in
Enterprise DB with over 250 tables (an Oracle-compatible database) using Web Services based on
canonical data model messages in Service-Oriented Architecture (SOA) and the reporting was
performed using OBIEE.
Electric Insurance Company
October 2006 to February 2007
Enterprise Data Architect
Designer of the Enterprise Data Hub, a 125 table enterprise model of the Insurance Industry
delivered on SQL Server 2005. ETL was performed by Data Stage and Reporting used Business
Objects and Hyperion. Created conceptual, logical and physical models by subject area, by
interviewing key business and technical stakeholders and referencing the ACORD standards.
Electric Insurance company has more than $800 million dollars in Assets. Primary focus was on
supporting accounting and financial planning subject areas plus foundational elements which
supported all subject areas. Model included structures to support equity, fixed income and
derivative products. Developed strategies for ETL, Business Intelligence Reporting (using Kimball
Star Schema methods), Customer Data Integration, Audit and Control, and Legacy Migration.CA
Erwin was the database design tool. Helped determine development methodology, requirements
documents design, and collateral artifacts. Managed the development of the database, including
leading the ETL and reporting teams, supervising database administrators, coordinating the
development of business requirements from key business stakeholders, and overseeing quality
assurance strategy. Worked with senior company management and IS management.
Harvard Pilgrim Health Care (HMO)
September 2005 to August 2006
Enterprise Data Architect
Collaborated in the design of the Enterprise Data Warehouse, a 500-table reporting and analytics
platform developed on a Teradata Warehouse environment.The application provided senior
executive with an enterprise view of key performance and financial metrics across different
programs and product lines as well as supporting actuarial analysis and complex regulatory
processes. Worked in a Managed Metadata Environment to perform impact analysis of business
processes, create strategy for migrating from internal AMISYS claims processing system to
outsourced system provided by United Health Group, and to integrate with Oracle Financials and
CRM applications. Managed communications with Corporate Information Architecture group to track

progress of business initiatives such as disease management, feeds to external vendors, EDI
transactions, and regulatory compliance. Created data warehouse design, determined metadata
lineage among disparate systems, designed ETL specifications, developed reports and managed
eight members of the development team. CA Erwin was the database design tool. Developed
loosely coupled message architecture with external data providers in a services-oriented
architecture (SOA).The application was developed using Ascential Data Stage ETL tools a TIBCO
Rendezvous Enterprise Service Bus, and Information Builders Web Focus reporting tool, with a
transformation area implemented in an Oracle 10g Real Application Cluster environment. Managed
relationships between HPHC and data consumers and data providers. Worked with senior Harvard
Pilgrim management team and technical and business liaisons from United Health Group and other
external vendors.
NetNumina Solutions/Keane
August 2004 to September 2005
Enterprise Data Architect
Designed Healthy Directions, a 75 table reporting and analytics tool (using Kimball Star
Schema methods) which supports an enterprise personal health initiative at Pfizer. Created a
data integration architecture and dimensional data mart design to collect reporting metrics
from health care management vendors. The application enabled key executives to monitor
the effectiveness of a program of health care initiatives with timely reporting and drill down
capabilities, and provided an integrated means of accessing key transactional and reporting
data repositories. Created data warehouse design, designed ETL architecture, defined
reporting architecture, wrote functional specifications, and managed a ten member
development team, and hired key talent. The application was developed using BEA Web
Logic, Siebel Analytics (OBIEE by Oracle), and Informatica Power Mart and deployed on an
Oracle 9i database. Worked with senior Pfizer business executives and IS management and
technical staff from the vendor companies. CA Erwin was the database design tool for all
initiatives at NetNumina.
Designed the USP Dashboard, a 100 table Business Intelligence application (using Kimball
Star Schema methods) for senior executives of Pfizer. Performed data warehouse modeling
and database design tasks, wrote functional specifications, maintained relationships with
key Pfizer personnel and managed eight member development team. The Dashboard
provided key insight into the effectiveness of sales and marketing campaigns, and used ETL
processes to incorporate many different data feeds, including several retail data sources.
Later versions used Web Services in Service-Oriented Architecture (SOA).The application
was developed using BEA Web Logic and Liquid Data and deployed on an Oracle 9i database
with. Later versions included integration with Hyperion. Worked with senior Pfizer business
executives and IS management.
Designed XTAM, a 30 table rules-bases workflow management application which had the
responsibility for organizing membership and roles for internal Pfizer teams. Created system
architecture diagrams, designed databases, created use cases, and managed six member
development team. The application was developed using BEA Web Logic and deployed on an
Oracle 9i database using Web Services in Service-Oriented Architecture (SOA). Worked with
senior Pfizer business executives and IS management.
Arbella Insurance Group
November 2003 to August 2004
Data Warehouse Architect
Created initial design for the Management Information 75 table data warehouse application (using
Kimball Star Schema methods) using Embarcadero ERStudio and Informatica Power Mart in an
Oracle 9i environment using Web Services in a Service-Oriented Architecture (SOA), referencing
the ACORD standard. Created functional specifications, business dimension documents, star
schema database design and a detailed source to target mapping. Application was distributed using
Business Objects. Worked with senior IS management, Business Systems Development personnel,
and Business Owners.

Citizens Bank
February 2002 to October 2003
Technology Advisor and Enterprise Data Architect
Designed the Data Stewardship Database, a 50 table data Master Data Management (MDM)
hub application to process and distribute cleansed Master Data throughout the enterprise.
Used Information Builders Iway ETL tool to capture VSAM data stores and receive enhanced
customer data from Acxiom. Database used was DB2/MVS and performed analysis of copy
books and documentation to design mainframe feeds. Citizens has over $100 billion Assets
Under Management. CA Erwin was the database design tool/
Performed build or buy analysis, vendor evaluation, and architectural advice for a CRMoriented enterprise ETL application, including work with the Informatica Power Mart
application.
Advised client on strategic information technology issues as they migrated from a
mainframe environment to a distributed application architecture using messaging and
middleware. Made recommendations and evaluated vendor options for an Enterprise ODS
with a single sign-on LDAP Directory Service to link legacy and relational applications, to be
delivered on a DB/2/MVS platform and with XML messaging on an IBM MQ Series in a
Service-Oriented Architecture (SOA) with a Business Rules Engine. Reported to CIO and VP
of Information Architecture.
Used CA Erwin to design PPT, Citizens EAI-enabling data repository consisting of 50 tables,
implemented through an IBM MQ Series messaging bus which provided linkages to several
formerly isolated applications in departments such as Human Resources, Customer
Relationship and Technical Support. Conducted requirements-gathering interviews and
design sessions with senior members of the business and systems communities as well as
making technology and platform decisions in conjunction with senior engineering personnel.
Determined information architecture, database design and technical architecture. System
was designed for an IBM DB/2/Linux and Microsoft .Net client environment with 50 tables,
multiple batch feeds and user interface screens and business intelligence reports.
Putnam Investments
July 2001 to November 2001
Application Project Manager
Managed a team of 10 developers, database administrators, UNIX systems administrators and
Business Analyst personnel in the design and implementation of a 500 tables web services trading
systems application Portfolio Construction, which is responsible for managing the fixed income,
equity and derivatives positions on all of Putnams $100 billion Assets Under Management. Worked
with Vice President of Trading Systems, outside software vendors and downstream business users
to provide real-time distributed order generation and trading capabilities on a Reuters Kondor
platform using XML Messaging and FIX Exchange Protocol in a TIBCO Rendezvous environment.
This publish and subscribe messaging bus involved communications with the Eagle PACE Portfolio
Security Master, the Latent Zero Sentinel Compliance application, and a Data Warehouse (using
Kimball Star Schema methods) which provided analysis of trading costs. Used Oracle 9i Advanced
Queues to provide STP (Straight-Through Processing) with downstream systems such as fund
accounting and trade repositories.
One To One Interactive
April 2001 to July 2001
Technology Advisor and Enterprise Data Architect
Assessed the data and information architectures of various State Street Bank and Trusts
information systems and their suitability for inclusion in a global 50 table Customer Information File
(CIF), which was used in conjunction with the clients Oracle 9i Onyx CRM running on a IBM
WebSphere platform with MQ Series messaging, using ETL and data cleansing techniques. CA Erwin
was the database design tool. State Street had over $200 billion if Assets Under Management.
Security was implemented in a single sign-on LDAP Directory Service. Additionally, wrote White
Paper analyzing suitability of potential business partners and outsourcing relationships. Worked
with senior State Street Marketing, Information Technology and business unit executives as well as
with members of the One To One consulting team.

Syratech Incorporated
January 2001 to April 2001
Technology Advisor and Enterprise Data Architect
Worked with Executive Vice President and an outside consulting firm to assess the technological
factors in a CRM system which were causing hundreds of hours of lost factory time annually with
losses of greater than $200,000 for each hour of downtime. Advised on personnel and contracting
issues, development methodologies, accounting and fault tracking systems, and determined the
specific errors which had lead to these failures.
Designed product specifications and architectural requirements using CA Erwin for a 75 table
Business Intelligence Audit and Recovery System to create interfaces to reduce downtime and
provide insight into business discontinuities.. The application architecture spanned three systems, a
Hewlett Packard 3000 mainframe, SQL Server 2000 and Oracle 8i, and the work was performed in
conjunction with the Executive Vice President and the CIO.
Weddings2Go.com
December 2000 to January 2001
Technology Program Manager
Worked with CEO, VP of Business Development and VP of Technology and Marketing to develop an
architecture for an integrated object-relational package of a 100 table Internet-based application to
manage 250,000 wedding travel and accommodations requests using Microsoft BizTalk Server
Internet Information Server and SQL Server 7.0, Front Range Solutions GoldMine CRM Business
Intelligence application, and Galileo XML Select, Apollo, and Globalware. Responsible for Technology
Evaluation, advising on Staffing Requirements and Allocation, Product Specifications, Internal and
External Development Management, System and Integration Testing, Overall Project Management
and Resource Allocation.
Profit Logic
February 2000 to October 2000
Enterprise Data Architect and Project Manager
Worked with VP of Analytics, VP of Development and Director of Operations to design,
develop, test and implement a 75 table Internet-based data mining application system to
manage pricing decisions for all of J.C. Penneys retail inventories using a
warehouse/transactional database design and developing an set of APIs to an objectoriented application server in an Oracle 8i, Sun Solaris, and Red Hat Linux environment. CA
Erwin was the principal database design tool and the programming was done using Metabased ETL scripts in SQL Loader, PL/SQL, and Korn Shell for the database server, and C++
and Python for the Business Intelligence application server.
Determined product functionality, organized project planning, and hired and supervised a
team of 12 database developers, database administrators and documentation specialists to
deliver the project on time and with the specified functionality. Design included full backup,
recover and restore capabilities, performance tuning and script analysis, and interface
construction.
Designed, developed and tested a real time forecasting database of 50 tables with live feeds
from Internet retailers running on Oracle 8i on a Red Hat Linux platform.
White Pine Software
December 1999 to April 2000
Enterprise Data Architect and Project Manager
Worked with VP of Operations and MIS Director in a rapid development environment to
design, test, and install a Web-based transactional customer relationship marketing
database of 75 tables with Business Intelligence analytics for video conferencing on an
Oracle 8i platform, supporting $500 million in annual transaction volume. This included the
design of the database schema using CA Erwin, ETL source to target mappings, nightly
batch jobs, and a Java servlet API using PL/SQL and SQL Loader, Oracle Designer and
Developer as the primary tools.
Hired and supervised the work of a developer DBA to execute performance testing,
scalability analysis, and backup and recovery tests in a clustered environment.

Wang Laboratories
August 1999 to December 1999
Data Warehouse Architect and Project Manager
Supervised a team of six developers in a conversion and upgrade of an enterprise supply
chain management Data Warehouse from Oracle to SQL Server which performed Business
Intelligence analyses on a 125 table database. Migrated schema, rewrote ETL scripts from
PL/SQL to T-SQL using Microsoft DTS as a job control shell, added mechanisms for Auditing
and Error Handling, and tested and debugged application through final implementation. CA
Erwin was the database design tool.
Worked with Development Management and Decision Support executives to formulate
requirements for future phases of the project, including adding additional source systems.
Incentive Systems
November 1998 to June 1999
Enterprise Data Architect and Performance Tuner
Created and modified Data and Object Models for use in current and future versions on
Incentive, a sales compensation enterprise application with an HTML/ActiveX/XML client and
a Microsoft SQL Server 7.0 back end. CA Erwin was the database design tool.
Designed and executed test plans to assess the performance of the application under
different scenarios.
Created architectural specifications for migrating from SQL Server to Oracle 8.0/NT.
Hills Department Store
July 1998 to October 1998
Data Warehouse Architect
Designed, tested and implemented a 30 table Labor/Payroll Data Repository for Hills
Department stores to perform Business Intelligence analysis on $500 million of annual data
from legacy/payroll systems using Oracle Designer 2000 with Oracle 8.0. Worked with
Project Manager, Chief Financial Systems officer and Database Administrator.
Double Click
February 1997 to October 1998
Database Marketing Consultant
Provided strategic advice for the design and implementation of Double Click Direct, a
database marketing initiative which introduced interactive advertisements for leading
Internet sites. Created data mining analysis of segmented consumer groups derived from
cookies generated by each advertising campaign using Oracle 8.0 and advanced statistical
methods. CA Erwin was the database design tool. Worked with Vice Presidents of Business
Development and Software Engineering.
Casewise
April 1998 to September 1998
Enterprise Data Architect and Technology Advisor
Consulted on product design, data modeling and repository structures for CASEWise,
creators of Corporate Modeler, an Enterprise Resource Planning modeling tool with included
Data Models, Database Interfaces, Process Dynamics Modules and Organizational Design
components. Worked with CEO and senior customer support staff.
Mitchell Madison Group
February 1998 to April 1998
Enterprise Data Architect
Developed, tested and implemented a Knowledge Management Data Model for Business
Intelligence, physical database design, and prototype of an HTML/CGI intranet application
using Embarcadero E/R Studio and Visual Interdev for the Mitchell Madison Group. Worked

in conjunction with program management, the chief information officer and outside
information technology strategists.
The Gillette Company
September 1997 to February 1998
Enterprise Data Architect
Created product specification for the Gillette Product Catalog, a multi-billion dollar inventory
supply chain management Data Warehouse application developed in Oracle 7.1 and
PowerBuilder using Data and Object Modeling methodologies in conjunction with business
users; developed and implemented a full suite of test plans and helped build a meta-driven
ETL system. CA Erwin was the database design tool.
Designed test plans for a multi-tier Retail Information CRM system providing Business
Intelligence analytics of multi-billion dollar retail sales activities, developed in Oracle 7.1, C+
+ and Visual Basic, using Data and Object Modeling methodologies.
Vertigo Development Group
May 1997 to August 1997
Enterprise Data Architect
Utilized Entity-Relationship methodologies to architect physical and logical database design
modifications to The Investment Center, a customer relationship marketing application for
the investment industry, running on a SQL Server 6.5 database; revised tables, views and
schema; designed triggers and stored procedures. CA Erwin was the database design tool.
Supervised construction and testing of a data replication network to deliver timely financial
information; executed automated transaction loading and stress testing on database using
various configuration; managed the migration from Microsoft Access to SQL Server 6.5
databases.
Performed Database Administrator functions in coordinating remote database development
with data vendor, initiating modifications, schema transmissions and data checks to insure
compliance with product specifications.
State Street Bank
August 1997
Enterprise Data Architect and Technology Advisor
Advised State Street Bank on development methodologies for a 200-employee system test
group operating a legacy mutual funds custody system. State Street has over $200 billion
Assets Under Management. Worked with department managers and outside consultants
from The Gartner Group.
O'Reilly Associates
March 1997 to June 1997
Enterprise Data Architect and Application Designer
Developed, tested and implemented a Remote Publishing Data Model and Database Design
for O'Reilly Associates implemented in an intranet HTML/CGI supply chain management
application using Visual Interdev and SQL Server 6.5. Formulated approach in conjunction
with project management and editorial staff. CA Erwin was the database design tool.
AT & T Capital Services
March 1997 to March 1997
Enterprise Data Architect and Application Designer
Created a Lease Application customer relationship marketing Data Model and Database Design and
designed, tested and implemented an HTML/CGI/Perl application for AT & T Capital Services, using
Visual Interdev and E/R Studio. Worked in conjunction with senior marketing executive, project
management and business analysts. CA Erwin was the database design tool.
The Gillette Company

March 1996 to April 1997

Database Analyst
Worked with senior management to determine development and testing schedules, arrange
user acceptance testing, run triage meetings, and to review prototypes for six client-supply
chain management applications developed for a PowerBuilder/Oracle Data Warehouse which
managed multi-billion dollar annual transaction volumes and provided strategic Business
Intelligence analysis.
Tested applications using SQL queries, UNIX shell scripts and stored procedures, and
created automated test plans, procedures and cases using SQA Robot.
Designed and executed a comprehensive test plan for a HTML/CGI/Perl/SQL customer
relationship marketing extranet application using Netscape Navigator and a Visual Basic
client application. CA Erwin was the database design tool.
Chase Global Funds Service Company
February 1996 to March 1996
Financial Database Analyst
Designed and executed test scenarios for MultiFact, a client-server mutual funds accounting
and administration software product servicing numerous brand-name mutual funds clients
such as Chase Manhattan, Morgan Stanley, and Nuveen. Created and tested exceptionbased Business Intelligence reports, which included forensic accounting analyses.
Utilized a wide variety of financial instruments, including foreign securities, mortgagebacked securities, currency contracts and a wide variety of derivative securities to create
data for tests; additionally, preliminary testing was performed with actual data from global,
international and an assortment of other fund types.
Fidelity Investments Institutional Services Company
April 1995 to February 1996
Senior Quality Assurance Database Analyst
Designed and executed test scenarios for InvestLink, a three-tier, client-customer
relationship management application written in C++ with an Object-Oriented database from
Object Design ,which managed fixed income and equity securities, running on a Windows
NT, Oracle and MVS platforms; supervised the work of 5 team members. Fidelity
Investments has over $1.3 trillion Assets Under Management.
Validated internal algorithms using spreadsheets and Visual Basic applications; reviewed
source code for algorithmic consistency; and developed testing methodologies for several
different database configurations used in the product, including Object-Oriented and
Relational versions of the product, multi-user scenarios, and interface testing.
Developed a workstation-based model of the mainframe-based brokerage system to
simulate the Fidelity Funds Network.
Business Matters
September 1994 to June 1995
Product Design and Quality Assurance Analyst
Designed and executed test scripts for a Visual Basic / C++ what-if financial modeling
package, Cash.
Worked extensively with product managers to enhance, modify and redesign user
interfaces; worked directly with end users and consultants to assess usability issues and
recommend corresponding product modifications.
Cone/Coughlin Communications
June 1994 to September 1994
Interim Director of MIS
Supervised Macintosh / UNIX network of 50 seats in a public relations firm, including applications
support.
Reviewed entire telecommunications strategy, including establishing an Internet services; installed
network fax servers and modems for on-line services and remote access.

Fidelity Management and Research

October 1993 to June 1994
Database Applications Developer
Designed, tested, and implemented an application to manage physical inventory of
hardware and software assets through the use of custom forms, macros and queries in
Microsoft Access and Visual Basic.
Designed, tested and implemented an event scheduler for major trade shows using
spreadsheets, database construction and Visual Basic macros.
Created product specifications for a Voice Response System to automate the procedures of
phone representatives through the use touch tone dialing and computer-generated voice
scripts.
Prior Work Experience
Installed, tested, and maintained integrated accounting software packages and performed
accounting services for clients in the Boston area.
Mutual Funds Sales Broker with Series 6, 63 and Life Insurance Licenses.
Editor of Focus Video, an Internet-distributed newsletter examining the performance and
business impact of emerging technologies in video, multimedia and on-line services.
Production manager for two, feature-length, independent film projects. Worked as
coordinating producer, breaking down script, creating shooting scripts and schedules,
making storyboards and blocking out scenes.