I’m a Business Intelligence consultant with 10+ years of abundant experience in Relational, Dimensional and Multi-Dimensional Data Modeling and Reporting. I’m a highly creative individual who is always seeking difference challenges. I have experience working on BI projects in various industries including Pharmaceutical, Banking, Insurance, and Food Services. I'm a polished communicator, able to act as a liaison between technical and business resources.
My belief is that data needs to be presented in a visually appealing format and I specialize in making reports and dashboards as visually appealing and interactive as possible.
Title: Owner / Independent Consultant
March 2016 to PresentClient: Aramark
Role: Business Intelligence Consultant
Project Duration: Mar 2016 to Present (Part-time)
Description: Aramark has a homegrown system for managing customer incentives and use Cognos as the BI tool for reporting purposes. The main project I was brought in to work on was creating incentive detail reports for clients. These reports would be attached with the incentive checks that were mailed.
Responsibilities:- Create solution that provided incentive reports to business, which in-turn used the reports to pay incentive to clients and provide details on the financials
- Create internal report for account manager, regional managers and district managers to get sales financials on monthly basis
Client: Gallagher Bassett Services, Inc.
Role: Business Intelligence Consultant
Project Duration: Mar 2016 to Present (Part-time)
Description: Gallagher Bassett is implementing a project to upgrade their RIMS system, the data warehouse and business intelligence tool all together. The current RIMS system is about two decades old and the new system they are trying to implement is Luminos The project will upgrade data warehouse from SQL Server 2005 to Parallel Data Warehouse (PDW), and business intelligence tool from Cognos 10 to SSRS / PowerBI. New version of data warehouse, PDW, will provide much better performance for reports requiring massive amount of data and will slowly changing dimension capability for most dimensions.
Responsibilities:- To migrate Gallagher Bassett to SQL Server reporting solution, convert existing Cognos models and reports to SSRS and Power BI reports
- Develop critical reports for a new client GB signed and upon client’s request tweaked the reports to look and perform exactly as the previous BI solution the client was using
- Provide on-going support to business on production tickets
Client: CompuTech Direct
Role: Business Intelligence Consultant
Project Duration: Mar 2016 to Dec 2017 (Part-time)
- Provide on-going support to help reduce backload of reporting needs
Title: Partner
January 2015 to February 2016Client: Focus Products Group
Role: Business Intelligence Consultant
Project Duration: Jan 2015 to May 2015
- Work with business to understand reporting needs, design the reporting objects and then document requirements for reporting and data development
- Develops and tests reporting objects based on documented requirements. Assists in the creation of test plans and the testing of documented requirements
Client: Gallagher Bassett Services, Inc.
Role: Business Intelligence Consultant
Project Duration: Jan 2015 to Apr 2015
- Develop report for Chubb project and help with on-boarding clients
- Update existing Lowe Claim reports to provide increased functionality and flexibility
- Analyze existing reporting process for Adjuster Change reports and provide estimate for converting reports to Cognos reports in place of manual reporting
Client: ENGS Commercial Finance
Role: Business Intelligence Consultant
Project Duration: Mar 2015 to Jun 2015
- Develop a Master volume report to provide account managers and executives with sales figures on a monthly basis
Title: Senior BI Consultant
November 2013 to December 2014Client: Aircraft Propeller Services, LLC
Role: Business Intelligence Consultant
Project Duration: Dec 2013 to Feb 2014 (Part-time)
- Design & develop Cognos Express 10.2 environment with TM1 cube write-back capability to replace manual financial (Profit & Loss and Balance Sheet) reporting
- Design financial reports in report studio using TM1 cube as datasource and provided capability to choose different time periods and drill up/down on accounts hierarchy
Client: Swagelok Distributors (Penn Fluid, Idaho Valve, Chicago Fluid, Florida Fluid, etc)
Role: Business Intelligence Consultant
Project Duration: Nov 2013 to Dec 2014 (Part-time)
- At each distributor, setup & configure new Cognos Express 10.2 instance for Sales Reporting & Planning
- Develop TM1 Sales Cube and customized components to fulfill client requirements
- Author Advisor, Report Studio and Cognos Insight reports as per reporting requirements
Title: Consultant
October 2008 to October 2013Client: Arthur J. Gallagher & Co.
Role: Business Intelligence Consultant
Project Duration: Sep 2012 to Oct 2013
- Coordinate meetings with clients to gather and document requirements and explore probable solutions
- Design and develop Framework Manager Model and Report Studio changes to fulfill requirements
- Enhance existing Managed Care Cognos Cubes and Reports to function properly with database table structure change
- Develop a non-standard metric reports for Home Depot client to replace existing Excel report and provide live prompts capability on the report
Client: Abbott Pharmaceuticals, Point Of Care Division
Role: Business Intelligence Consultant
Project Duration: Mar 2010 to Sep 2012
- Create and manage the Sales reporting Cognos environment for APOC Sales Organization
- Re-design domestic sales report from PowerPlay 6.6 to Cognos 8 PowerPlay Web reports
- Train Sales Organization field reps on how to utilize Cognos for incentive purposes
- Setup all APOC field reps and users in Cognos and implement security
- Provide production support for sales organization
- Gather requirements, design, document, develop and test international PowerPlay cubes and Report studio / PowerPlay reports to consolidated all international data from 3 different sources
Client: Dayton Superior
Role: Business Intelligence Consultant
Project Duration: May 2012
- Create a proof of concept Cognos 10 Active Report to package existing report studio reports into one file for better portability
- Provide recommendations / best practices for further development of Active Reports
- Design and demo an Active report specifically for iPad
Client: Wells Fargo Funds Management Group
Role: Business Intelligence Consultant
Project Duration: Nov 2009 to Mar 2010
- Configure and document Cognos Audit setup to provide details on environment usage
- Author new Business Channels reports in Report Studio as per organization requirements
- Analyze and modify existing Framework Manager models to correct SQL query generation
- Model a DMR proof of concept to emulate reports based on an existing Transformer Cube
- Document and present advantage and disadvantages of DMR vs OLAP cubes to the business
Client: Wood Ranch BBQ & Grill
Role: Business Intelligence Consultant
Project Duration: Aug 2009 to Sep 2009
- Install and configure IBM Cognos Express, designed for medium size business
- Analyze the data mart, and design SQL queries to use as datasources for TM1 cubes
- Design and test various TM1 sales cubes as per business requirements
- Connect TM1 cubes to the Cognos environment to enable OLAP reporting in Report Studio or Analysis Studio
- Author Report Studio reports against TM1 cubes using Cognos MDX
Client: Abbott Pharmaceuticals, Diagnostics Division
Role: Business Intelligence Consultant
Project Duration: Apr 2009 to Jun 2009
- Author incentive reports that use complex query joins and unions for complicated business requirements
- Pivot available data to satisfy business reporting needs
- Work with sales department to review and finalize Quarterly Award/Bonus, President’s Club & National Achievement reports
Client: Astellas Pharma US, Inc
Role: Business Intelligence Consultant
Project Duration: Feb 2009 to Mar 2009
- Upgrade Cognos from v8.3 on a 32-bit env to Cognos 8.4 on a 64-bit env and migrate the Production Content Store (approx. 50 reports)
- Upgrade PowerPlay Enterprise Server (PPES) 7.4 to Cognos 8.4 PowerPlay Studio and migrate PPES reports to PowerPlay 8 Web reports (approx. 20 reports)
- Collaborate with the off-shore team to help migrate and test large volume of reports