EXECUTIVE INFORMATION SYSTEMS CONSULTANT

Portal Technologies Expert Management Consultant/Analyst         Enterprise Information Systems Expert

Microsoft Collaboration and Content Management Technologies Expert    

MOSS Architect – SharePoint Specialist

Microsoft Gold Partner

 

David M. Sterling

Mobile: +1 704-202-2282 - Office: +1 704-664-8400 - Email: david_sterling@sterling-consulting.com

Open to location - US Citizen with extensive International/Global Experience

 

Professional Background and Technical Inventory Profile Brief

Current to Fourth Quarter 2007

 

Current/Near Completion Engagements

·          08/07-Present: Architecture and design of a MOSS 2007 deployment for a corporate intranet portal for enterprise content management and project management (Golfnet).

·          08/07-Present: Consulting and advisory services converting the corporate intranet portal (SharePoint 2003) to MOSS 2007 with integration of Microsoft Project 2007 and the Business Data Catalog for use in race team coordination, driver promotional time management, corporate collaboration and aviation services management (Hendrick Motor Sports).

·          06/07-08/07: Design and complete hands-on development of an equipment reservations management system for a multi-client extranet/portal. Included build of the user interface, advising on the overall data management and design of key elements for business intelligence reporting (Fluor Corporation).

 

Recent Engagements

 

Author – MOSS: The Complete Reference (Osborne/McGraw-Hill) – Publication Release 4th Quarter 2007

The definitive guide to implementation, installation and use of both Microsoft Office SharePoint® Server 2007 and Windows SharePoint® Services Version 3; covers the SharePoint Technologies platform from setup and administration to use and extension. Also features detailed use of the advanced features of MOSS including the Business Data Catalog and KPI’s and technical development including creation of Event Receivers and Web Parts. Now available on Amazon.com.

 

Management Consultant, Enterprise Content Management Architect, Integration/Collaboration/Portal Architect, Technical Architect, Business Analyst

Multiple Projects (10/06 – Present):

·         04/07-07/07: Project management and technical architecture of a MOSS 2007 rollout for a Knowledge Management application. Included all aspects of design and development, installation, deployment and oversight management of Microsoft Consulting Services. Also development of a tailored repeatable process for additional deployments. Initial phase for internal use between first and second-tier (Regional/National) support (Time Warner Cable).

·          03/07-05/07: Complete review and audit of architecture and deployment of MOSS 2007 as an intranet for corporate locations in New York City, London and Hong Kong. Provide recommendations on multi-farm usage, provide training in use of publishing; development of a custom navigation tool (driven by SharePoint lists) and development of a custom search tool to support multi-farm/global search with independent indexing (GroupM Advertising/MindShare, NYC).

·          03/07: Architecture design and analysis consulting for a planned world-wide implementation of MOSS 2007 (Intranet and Extranet) – (ICF International, Washington, DC).

·          02/07: Design and development of a multi-tiered transaction coordination system for 500+ branch locations consolidating and converting into database format in the corporate headquarters (MoneyGram-USA/Advance America, Greenville, SC).

·          10/06-03/07: Advisor on architecture (on-going), topology, enterprise content management, information architecture and knowledge management design for implementation of multiple content heavy extranets (including one specializing in use of the My Site features for individual physicians) utilizing MOSS 2007, MOSS work flow and SQL Server 2005 (Royal College of Physicians, London, UK).

 

Architect, Custom Development

TIAA-CREF

06/06-03/07: Architecture, design and development of a complete Task Management and Calendaring solution for compliance and risk management between the various compliance/risk group, business entities and third party accounting firms (covering compliance to SOX to audit). Complete integration with MOSS 2007, Office 2007, customized Web Parts, InfoPath Forms and customized workflow and event handling.

 

Strategic Architect, Development Trainer for Deployment Execution

Booz Allen Hamilton

07/06-11/06: Re-architecture, re-design and creation of all custom components for a firm wide rollout of a 30k+ user Extranet Portal (SharePoint 2003). Included hands on design, development and implementation of multiple components: Branding, End User Agreement and Legal Notice management, Site and User Provisioning automation and Access Controls. Provided training in topology development, analysis, implementation of a full Software Development Life Cycle (SDLC) for portal development and implementation, implementation of a web part development SDLC for implementation throughout the development groups, management of intellectual property and information asset management.

 

SharePoint Architect, Business Development Advisor

RMK Timberline

03/06-05/06: SharePoint Architect and business development advisor for the complete deployment of a multi-division/multi-office SharePoint implementation – included branding customization of SharePoint, corporate-wide use analysis, development of several custom web parts, administrative training and on-going advisory services.

 

Strategic Architect, SharePoint Deployment & Customization

Hendrick Motor Sports

12/05-06/07: Strategic architect, hands-on development, trainer and on-going advisor on the design, customization and deployment of a SharePoint Intranet Portal solution. Included detailed design and development of several custom features including a complete Sponsor Contract Work Flow solution, Driver/Team Contract Time Allocation and Management (appearances, media days, etc), complete custom branding of SharePoint, integration of multiple custom web parts (Active Directory Lookup, automated site creation and others).

 

SharePoint Architect, Technical Architect

Muzak

12/05-02/06: SharePoint Architect and Technical Architect for the complete custom deployment of a SharePoint Portal solution for use as the corporate intranet and customer extranet. Project included custom branding, custom template development, custom site definitions, deployment of multiple web parts, hands-on deployment of the server farm/portal environment and providing training to both Muzak individuals and their Microsoft Partner.

 

Strategic Architect, SharePoint Extranet/Intranet Deployment

Booz Allen Hamilton

11/05-04/06: Strategic architect and advisor of BAH’s consultant/client extranet and advisor to the intranet combined over 19,000 seats. Included complete architecture of the 24/7 Extranet including deployment planning, configuration and high availability design of both hardware and software. Advisor for “all things SharePoint” for both the Extranet and Intranet development groups, project managers, planners and business analysts.

 

Strategic Architect, Portal Technologies Advisor

Southern Company

09/05-11/05: Advisor for the overall strategic architecture and design of a Corporate and sixteen Division portal deployments (architecture through pilot through final deployment); provided training of a complete business thru technical project methodology to provide repeatable practices for future deployments; provided guidance and training in the management of Portal Applications deployment covering branding, use of the technology, search and relational content mapping (business owners to end users).

 

Windows SharePoint Services Enterprise Integrator

Hospital Partners

08/05: Design, development and deployment of a customized solution using Windows SharePoint Services to support a multi-division organization (including individualized branding).

 

Portal and Collaboration Systems Designer, Technical Architect, Advisor

Indiana University Medical Group

02/05-10/05: Business/technical architect and Project Leader for the deployment of Public Intranet and university wide intranet (using SICG’s Portal Deployment Methodology). This included customized branding of SharePoint (two distinct template groups), integration of customized features (menu dropdowns, etc.), development of multiple custom web parts and work flows including automated report distribution and user management. Also included training of multiple Haverstick consultants in Project Methodologies and Project Management in a portal environment and extensive training in the use of SharePoint Technologies.

 

SharePoint Technologies, Collaboration Technical Architect, Designer

The Lash Group

04/05-05/05: Technical architect for deployment of a Business Intelligence Customer Information Portal (customization, branding, integration with BI components and deployment).

 

Portal Technical Architect, Content Management Systems Architect, Advisor

Wake Forest University Baptist Memorial Hospital

11/04-11/05: Phase 1 involved the architecture, design and deployment project coordination of a massive conversion of existing sites to a new platform based on Microsoft Content Management Server – Phase 2 involved business and technical architecture and design of a commercial endeavor for “My Best Health” using SharePoint Portal Server. In conjunction with this project also provided extensive in-depth training of several consultants of Eastridge Technology in the use of Microsoft Content Management Server, .NET components and SharePoint Technologies including very detailed customization, branding and web part development.

 

Portal and Collaboration Systems Designer, Technical Architect, Advisor

RJR/Reynolds American, Inc.

04/05-09/05: Business/technical architect and Project Leader for the deployment of an enterprise/world wide intranet information portal based on SharePoint Portal Server and Live Communications Server. This included the complete life cycle of the project process (using SICG’s Portal Deployment Methodology) from the kick off inception to final deployment, including custom development of multiple features. As a “phase 2”, established the design and integration of a new vendor facing Sales Portal for release in late 2005. In conjunction with this project also provided extensive in-depth training of the entire staff of Eastridge Technology in Project Methodologies and Project Management in a portal environment, general Portal Technologies, use of SharePoint Technologies including customization, branding and web part development. Note: this project was an extension on an initial Proof of Concept that included design and deployment of two Proof of Concept portals focused on BI, technical extension via .NET, Web Parts, Content Management, Office 2003 Integration, InfoPath and work flow management.

 

 

Recent Publications and Speaking Engagements

·          01/05-Present: Author, speaker, presenter and trainer:

o    Portal and Collaboration Systems Architecture

o    Portal Project Management and Integration

o    Infrastructure and Collaboration Analysis

o    Portal Business Analysis and Design

o    Implementation and Deployment Methodology

·          05/07: Author “MOSS – The Complete Reference” (McGraw-Hill) – the complete guide to MOSS 2007 and WSS V3.

·          03/06: Author “The Definitive Guide to SharePoint Logging” – a comprehensive guide to the data extraction of SharePoint Logs and IIS Logs information for reporting, monitoring and usage statistics

·          06/05: Developed the Portal Architecture and Deployment Management Methodology – A complete guide to management of Portal Applications deployment

·          07/04: Creation and Presentation of a “hands on” guide to install/implement Microsoft Content Management Server (MCMS)

·          03/04-06/04: Co-Author: Microsoft Press® SharePoint Products and Technologies Resource Kit

·          03/04: Author/Presenter, WatchIT.com (www.watchit.com) Straight Talk Series program “Selecting a Portal – The Next Application Platform”; Game Plan Series “Selecting a Portal – Turning Plan Into Action” (April 04); Several White Papers including “Getting Down to Business – Designing a Portal” (a business view)

·          02-08/04: Multiple speaking engagements and presentations collaboration, content and document management: SharePoint Portal Server, Windows SharePoint Services, Microsoft Content Management Server and Microsoft Project Server; Microsoft Partner Technical Briefings (Raleigh, Greensboro, Winston-Salem and Charlotte, NC)

·          07/04-Present: Creator and Presenter of multiple Microsoft Technologies Technical training programs: Creation and presentation of two training courses (user based and developer) covering all aspects of SharePoint Technologies and implementation. This included best practices in architecture and hands on training in .NET, Component Development and Web Part Development

·          01/04: Completed Deployment and Administration and Certification in Plumtree Enterprise Portal v5

·          09/03: Test Validation consultant - BrainBench® Certification Test – Microsoft Commerce Server 2002

 

 

Recent SME/Legal Work

 

ThinkFire Services USA, LTD – Product and Process Patent Review

02/07: Review of multiple product and process patents to evaluate the uniqueness, ability to prove claims, related industry standards and general use.

 

Baker & Daniels, LLP – Subject Matter Expert, Ecommerce Systems/Patents

12/04-02/06: Industry eCommerce SME; Document Discovery Project Manager, evidence team coordinator – Specifics: Direct evidence discovery in preparation for a Patent Lawsuit including organization and selection of discovery team technical members, supervising and overall technical expert/advisor, extensive code reviews of multiple platforms, compilation of evidentiary facts to prepare the designated testifying expert for trial and summarization of detailed reviews of complete corporate histories in ecommerce development for several of the defendants. Case was successfully settled for the Plaintiff.

 

Bose, McKinney & Evans, LLP – Subject Matter Expert, Ecommerce Systems/Patents

12/02-11/04: Industry SME providing detailed architecture, design and development expertise and analysis for eCommerce platforms.

 

Stevens Financial Group – Legal Expert Services

07/00-08/01: Investigation and comprehensive evaluation and problem determination of a commercial software product designed for consumer loan processing, tracking and payment monitoring. Through 8/01, advisor to the interim transition management team through chapter 11/reorganization proceedings.

 

 

Past Engagements (1999-2006; 1984 to 1999 on request)

 

·          04/06-11/06: Architecture of a client-extranet/corporate intranet based on SharePoint 2003 (Soft Computer Corporation, Clearwater, FL).

·          03/06-03/07: Architecture and design of a public internet and extranet environment for based on SharePoint 2003 technologies covering portal deployment and planning for Personalized customer use, CRM, Microsoft Project, BI and Balanced ScoreCard use. Also advisor on architecture and design of the intranet rollout of MOSS 2007, Windows SharePoint Services V3 and Office 2007 (Gregory Poole Equipment Corporation, Raleigh, NC).

·          06/06-10/06: Architecture and design advisory services for an integrated intranet query and reporting solution based on SharePoint 2003 and BizTalk 2004 for a NYC web design firm (A&N, New York, NY)

·          01/06: Training and deployment of a Microsoft Small Business Server hosted solution featuring Windows SharePoint Services – (Peak 10/Advanced Construction Consulting, Charlotte, NC)

·          10/05-11/05: Review, analysis and best practice recommendations for corporate wide Business Intelligence model and initiatives, utilizing the new Microsoft Platform: SQL Server 2005, SSIS, SQL Design Studio/Visual Studio 2005 and “Maestro” (Recall Corporation, Atlanta, GA).

·          10/05: Intensive hands-on corporate business analysis and technical training in Portal Architecture (general) and specific technical work with SharePoint and other Portal Technologies – (Harper Collins Publishing, New York, NY).

·          09/05: Custom development of multiple web parts (multi-lingual) and tools for the Microsoft Exchange Users Group worldwide site using SharePoint Technologies (in partnership with Culminus, Charlotte, NC).

·          08/05: In-depth branding and customization of a SharePoint Portal site (Scottish Reinsurance, Charlotte, NC).

·          05/05: Training and business case analysis, design and development training in SharePoint Technologies (CECOM Central Command/U.S. Army, VA).

·          02/05-05/05: Architecture, design and deployment of the statewide NCLGISA information portal (North Carolina League of Information Services Association) for Microsoft Corporation/Microsoft Consulting Services.

·          03/05-05/05: Custom development of a Sarbanes-Oxley compliance application (the ettain group, Charlotte, NC).

·          11/04-01/05: Development Mentor and Advisor: Marley Engineered Products – training in .NET technologies

·          11/04-01/05: Development Mentor and Advisor: Pergo, Inc. – Ecommerce project design, planning and oversight

·          01/05: Technical Advisor, SharePoint Technology and .NET – Customer Effective, Inc.

·          11/04: SharePoint POC Architect – Allegacy Federal Credit Union; integration of SharePoint with Balanced Scorecard and Performance Indicator custom web parts

·          10/04: SharePoint POC Architect – Setup/Training and POC execution; O’Neal Engineering

·          10/04: SharePoint Technologies Technical Design & Architecture Advisor, Merck Pharmaceuticals (UHHS division)

·          03-08/04: Setup and architect for an ISP to provide SharePoint Portal and Windows SharePoint Services including initial rollout for 3 ISP clients

·          06/04: Advisor, consultant, trainer in use of Microsoft Content Management Server - University of Mary

·          06/04: Advisor/Architect: Portal architectures and BI Reporting Systems selection – eBay, Inc. for IBM Global Services

·          01/04-06/04: Deployment of a corporate-intranet SharePoint/Project Server for a Property Management firm

·          03/04: MCMS Training, advisor for SharePoint Portal Server and Windows SharePoint Services; City of Charlotte, NC

 

Portal/Collaboration Technical Architect/Designer - Verso Technologies, Inc., 08/04-11/04

 

Technical Architect/Designer (SharePoint POC and Implementation) - Callidus Software, 03/04-07/04

Technical Architect/Designer (Content Management/Portal Design/POC Execution), Advisor - Pfizer Pharmaceuticals - Business Edge Solutions (MS Gold Partner), 03/04-05/04

 

Technical Architect/Designer (Content Management/Portal Design/POC Execution) - Microsoft Corporation, 11/03-02/04

 

Chief Technical Architect (Portal/Collaboration mission critical systems) - Family Dollar Stores, 03/03-11/03

 

Technology Advisor – WorldBank, 08/03

 

ECommerce Architect/Designer - Nellebelle, Colorado (Priceless Rent-a-car), 07/03-12/03

 

Infrastructure Architect (Document Management/Imaging Systems) - Stock Building Supply, 05/03-07/03

 

Internet/Intranet Applications Architect/Advisor - The Ford Foundation, 04/03-07/03

 

Enterprise Reorganization Program Manager, Infrastructure & Collaboration Architect

Program Management and Turnaround Advisor – Provisioning Systems, EU rollout of iDTV (Interactive Digital Television)

– United Pan-Europe Communications, Netherlands – 07/01-12/02

 

Business and Technical Development Advisor – Air Moldova, Republic of Moldova, 06/02-09/02

 

Architect, Project Manager - STI PhoneCard, 10/01-11/02

Advisor, Architecture and Design Consultant - British Telecom/UK Government, 03/01-06/01

 

Program Manager, Technical Advisor, Internet Architect - Ziff Davis Media, 11/00-02/01

 

Developer/Planner Business Intelligence initiatives - Arts & Entertainment Television Network, 08/00-03/01

 

Design and Business/Technical Architect - Bowne Digital Solutions, Inc., 08/00-12/00

 

EBusiness/ECommerce Architect, Site Designer-Project Manager - TravelBreak.com and Siebel Systems, Inc., 12/99-01/01

 

Technical Advisor/Vendor Liaison/Project Manager - United Pan-Europe Communications (chello broadband), 05/00-08/00

 

Acting CTO, EBusiness/ECommerce Architect - artnet.com (Artnet Worldwide Corporation), 09/99-08/00

 

More on request…

 

Technical Inventory

 

Languages/Script: C#, VB.NET, ASP.NET, RDL, XML, CLR, Java, J2EE, Visual J#, Basic, Cobol, VBA, PowerBuilder v6, VBScript, JavaScript, HTML, DHTML, CSS, XBRL, SOAP, WAP/WML, Lingo, ActionScript, Lisp, others

 

Developer Tools: Visual Studio 2005, SharePoint Designer 2007, Visual Studio.net, Web Services, FrontPage, Visio, ColdFusion, PageMill, HomeSite, UML, Ultradev, SiteSpring, Web Components (Web Parts, Gadgets and Portlets), Web Services, Rational/UML, BEA WebLogic

 

Applications/App Servers: Office System 2007, Microsoft Office SharePoint Server 2007 (MOSS), Windows SharePoint Services V3, SharePoint Portal Server 2003, Windows SharePoint Services V2, Office System 2003, Content Management Server (MCMS), Internet Information Server 6 (IIS), Identity Integration Server 2003, Site Server (5), Commerce Server 2002, BizTalk 2006, InfoPath, MS Customer Relationship Management, Plumtree, Oracle Portal, LiveLink, Siebel eAuction, Siebel 2000 (eService, eMarketing, eSales, eAdvisor), Commerce One, BroadVision, QPR, PBViews, Clarify, Remedy; Working architectural understanding of Portal and Application Server technologies (Plumtree (Aqualogic), SharePoint, BEA WebLogic, IBM WebSphere, Documentum, FileNet, Sybase, Oracle, BroadVision, etc.).

 

OS: Vista, Windows NT-2003, CE, Windows 9x, VMS, Solaris, Unix V5, UTS, MVS, DOS/VSE

 

Database/DB Tools/4GL: SQL Server 2005 (SSIS, SSAS, SQL Server Studio), SQL Reporting Services, SQL Server 2000, ADO.NET, ODBC, Data Transformation Services (DTS), Sybase, Oracle, Access, DBWeb, WebSQL, RDB, MySQL, DB2, ANSI SQL, TransactSQL, PL/SQL, SQL/DS, SQL Server Tools, DBArtisan, Rochade, System Architect, Erwin, Bachman Analyst, InstantSQL

 

Project Management Tools: Microsoft Project, Project Server, ProjectOffice, Project Workbench

 

Messaging/Middleware Systems: MSMQ, EMS (Sybase), NEON, DECMessageQ, MQSeries, WebMethods, Vitria, TIBCO

 

Mail/Fax Systems: MS Mail, Exchange, FaxSr, Microsoft Outlook, SMTP, OCXQMail, CDO

 

Graphics/Media/Publishing: Microsoft Office System 2003, Macromedia (Director, Flash), Adobe (Photoshop, Premier, PageMaker), Microsoft Liquid Motion, Xres, SoundForge, Extreme 3D, Xara3D4, QuarkXpress, Video Vision, Video Design Studio, Passport Producer

 

Memberships and Affiliations: Project Management Institute (PMI), Institute of Management Consultants - USA, Microsoft Software Advisor, Microsoft MVP, Microsoft ISV, International Association of Computer Professionals and Independent Computer Consultants Association. Former: Siebel Systems Professional Services Partner, beta tester for several Sybase releases (including System 11 & Powerbuilder 6.0)

 

Academics/Awards

Education: CLEP-BS/CS Northeastern University. Continuous training & executive management programs for past 28 years; technical related training since 1973. Executive level training: Management, Organizational Development, Resource Management and Corporate Acquisitions (Kenan-Flagler Business School and Stanford & Harvard extension programs). Awards: Who’s Who Global Business (’92 – ’00), Who’s Who in International Finance & Industry 97/98/2000, others