Skip Stein

Computer Resource Management Consultant

Company Web: www.msc-inc.net  Email: EBFM@msc-inc.net

Office: 407-892-4069 ~ Cell: 407.963.0368 ~ Fax: (888) 243-1843

 

Mr. Stein is a senior project manager who specializes in Computer Resource Management (CRMR), Business Analysis Management (BAMR), Enterprise Application Integration (EAI) and Electronic Business Flow Management (EBFM) systems that involve many different aspects of computer technology, including Project Management, Change Management, Conversion/Migration, ERP implementation and Strategic Planning.  His specialization over the past several years has been as an information and data architect, working with EBFM - Electronic Business Flow Management, EDI and other forms of electronic business-to-business communication, especially in the, manufacturing, distribution, retail, financial industries and health care.

 

Mr. Stein has worked with local, national and international companies.  He have developed and deployed systems for major enterprises involved in a wide variety of industries, including financial, manufacturing, distribution, pharmaceuticals, oil & gas and healthcare from the Far East to Europe and across the USA.

 

Mr. Stein has worked with ERP/CRM systems with an emphasis on Order to Cash, Order to Pay and the deployment of the EDI interface transactions and third party systems interfaces.  Conversion, migration and integration to third party systems (shipping, transportation, etc.) are functional areas where I excel.  As an experienced Data Architect, I have designed interfaces and conversion requirements for several company implementations.  As a Certified Information Systems Auditor (CISA) I have implemented the Oracle Enterprise One financial systems and automated payments and receipts processing modules saving significant labor and cash flow expenses.  He also function as an Internal Controls and Sarbanes-Oxley compliance consultant.

 

Mr. Stein’s skills include the ability to take charge of projects, generate cohesive team participation and complete assignments in a timely manner.   Since each task of a successful project depends on all previous and subsequent tasks, Mr. Stein has developed project management and team building skills while utilizing precedence and critical path method management techniques.  Mr. Stein is also a capable programmer utilizing language technology of HTML/XML, Java, C++, Assembler, COBOL, PL/I and RPG.  His experience with various computational frameworks, including Client Server, Distributed Data Warehousing, and Centralized Mainframe, provide a basis for the constant learning processes in which he conducts beta testing for major hardware & software companies, including Microsoft and IBM.  Most recently, Mr. Stein has worked with Electronic Business Flow Management (EBFM) systems utilizing EDI and Web Commerce tools to implement business-to-business communications solutions in conjunction with International ERP systems deployments.

 

During his career, Mr. Stein has enjoyed an in depth involvement with a varied set of technologies and utilized them to provide productive and cost effective business solutions.  As a Project Manager, Mr. Stein has worked around the globe reaching from the Prudhoe Bay Alaska to Hong Kong to Europe and Mexico.  Working on massive projects like the Prudhoe Bay Sealift Project in Alaska to major manufacturing/distribution operations involving airfreight operations from Hong Kong to the USA, and warehouse management systems in Europe, he has developed team management and implementation skills enabling these and other projects to be completed on time and within budget.  Mr. Stein is well versed in financial systems and operations working several years in commercial banking industry and public accounting.  He has implemented Enterprise Resource Planning (ERP) systems for manufacturing/distribution, electronics and pharmaceutical companies with automated payments and receipts processing modules, saving significant labor expense while enhancing cash flow and receipts processes.  As a Certified Information Systems Auditor (CISA) he also functions as an Internal Controls and Sarbanes-Oxley compliance consultant. He has also designed and implemented various manufacturing/distribution/financial EDI transaction systems for major manufacturers in the USA and Europe.

 

Education:         B. S. Personnel Management

                                                University of Houston, Houston Texas

Certification:                   CISA - Certified Information Systems Auditor

                                                EDP Auditors Foundation

                                CDP - Certificate in Data Processing

                                                The Institute for Certification of Computer Professionals

 

Spoken Languages:       Fluent: English (USA), Light: Spanish, German & French.

 

Computer Languages:                 HTML, XML, COBOL, Assembler, FORTRAN, PL/I, C++, Visual Basic, VISIO, and RPG

EDI Standards:                ANSI X.12, EDIFACT, VICS, UCS, ODETTE, TRADACOMS, and HIPAA; AS2 Security including Secure FTP, Trailblazer, IP/NET , and EDIFECS Diagnostic and Documentation Toolkit.

Computer Software:     Windows 2003/2000 Server, Windows  Vista/XP/2000,  MS Office ,MS Project, Access , Internet TCP/IP, MS SQL, Oracle, Informix, Novell, Sterling Software’s Connect: Direct (NDM), Sterling Gentran, Inovis/Harbinger/TLE/Premenos, IPNet, Mercator, GEIS, Softshare and other EDI Transaction Mapping Systems, MVS/XA, SNA/VTAM, UNIX, OS/400, PICK OS

Computer Hardware: Intel based Servers, DEC, HP, IBM System Z, AS/400, 3090, 303X, 43XX, 360/370, IBM and compatible PC’s, SUN Microsystems, Point of Sale Systems, CBX Systems

ERP Systems:                    Oracle Enterprise One (JD Edwards (XE/World/ERP), Peoplesoft HR, JDA, Oracle, Ross (Gembase), SAP, Cimcase/MTMS, Lawson


Project Summary

 

Project Manager and Coordinator for a major mid-South heavy equipment manufacturer for a new implementation of JD Edwards World 9.1 electronic transaction processing efforts to automate inbound order processing, outbound invoicing and outbound supplier order processing and invoice payment processes.  Trained staff and documented procedures for revised business processes to accommodate the automation of order and procurement business processes.

 

Performed a Computer Resource Management Review (CRMR) for a specialized services company in the workers' compensation industry focused on these areas:

·          Telephone Systems 24 X 7 support.

·          Internet Services 24 X 7 support.

·          Performance and integration of computer application systems; especially as it relates to telephone application systems, scheduling and infrastructure support.

·          Computer Systems infrastructure – hardware and systems technology.

·          Review of backup and recovery capabilities of computer and telephonic based systems.

·          Performance and integration of computer application systems; especially as it relates to telephone application systems, scheduling and infrastructure support.

·          Review and analysis of electronic transaction flow between operational support systems.

 

Design and implement inbound electronic transaction three way invoice matching processing for a large distribution company.  Worked the procure to pay business cycle and re-engineered procurement and invoice payment processing.  Establish electronic payment processing to replace ‘paper checks’ to expedite payment processing.  Initiated electronic remittance advice transmission to suppliers for invoice payments.

 

Project Manager and coordinator for major corporate system integration efforts for a large media distribution company.  Trained project managers on techniques and approaches to organization and functional representation of project efforts.  Developed composite project overview and plans for major corporate projects.  Coordinated efforts of project managers and teams to achieve project objectives.

 

Conducted an analytical review and developed a requirements plan to migrate a national manufacturing company from a heavily modified JD Edwards XE system to Oracle Enterprise One 8.12 (JDE).  In addition the electronic processing interface was analyzed and the immediate production failures were temporarily remediated; with a plan for a more permanent solution to be implemented with the migration to E1 8.12.

                                                                

Coordinate and manage the conversion of EDI resources and Order to Cash processing from a JD Edwards World to Oracle Enterprise One ERP system.  Worked with deployment team to configure all E1 options and configurations for manufacturing, distribution and finance.  Developed comprehensive data analysis and mapping for all transaction processing.  Configured shipping and labeling systems in conjunction with Data Systems International (DSI) programs.

 

Managed the Computer Resource Management Review (CRMR) for a major financial lending organization.  Our CRMR services are geared toward clients with a need to determine the value of an IT Organization, business process or project.  We review the operational effectiveness of the Computer Resources at the organization.  The major components of the Information Technology (IT) organization and how they relate to the overall organization and management structure of the company are analyzed.  With a view towards Sarbanes-Oxley (SOX) impact as well as cost effective return on investment (ROI), the total picture of how the IT organization contributes to the profitability and cost effective use of business resources.  Effectiveness of IT staff and policies and procedures as well as IT Internal Controls and methodologies in use are evaluated.

 

Conducted a Pre-SOX (Sarbanes-Oxley) audit review of corporate systems, functions and internal controls.  Conducted overview and analytical review of all financial and operational systems as they pertain to revenue and balance sheet accounting and financial statement preparation.  Focus on internal controls and implications of the approval/certification process as defined in Sarbanes-Oxley legislation.  Worked with remediation teams to augment existing documentation, procedures and internal controls.  Develop a methodology to move the organization toward  COBIT/CMM system control levels.

 

Managed a Sarbanes-Oxley project to develop internal controls systems for automated systems.  Wrote business and operational procedures for change control and systems development.  Coordinated pre-audit activities with independent auditors with Sarbanes-Oxley focus.

 

Responsible for the internal audit review of the design, construction, system conversion and implementation of a private label credit card processing center.  The project included the implementation of credit card processing and collection support system with asset values totaling $400,000,000 annual sales volume.  Internal control systems were developed to comply with regulatory reporting, financial audit and internal controls.

 

Managed the accounting and MIS audit activities for The Limited, a fourteen-division national retail corporation.  This included the annual accounting systems reviews as well as work-paper preparation and analysis for the annual stockholder audit.  Reporting to the Vice Chairman of the company, several special projects were also completed, including the implementation of a twenty four thousand person payroll, conversion to new general ledger and financial reporting systems, and implementation of the accounting systems and procedures for a Far East operation.

 

As a senior manager with KPMG, managed the MIS audit activities for public accounting clients in the financial and petroleum industries.  This included the transactional testing of accounting practices and procedures and the compliance testing to FASB rules. The computer systems were tested for accuracy of transactional data with forecasted results. Security procedures and disaster recovery plans were evaluated and tested. The companies involved included Commercial Banking, Savings & Loan, Oil and Gas Exploration and Production companies throughout the West-Central USA.

 

Performed analytical reviews and developed functional and technical design specifications to coordinated hospital, clinical, radiology and laboratory systems data flows to enhance a new Deductible Health Maintenance Organization (DHMO) billing processes.  Coordinated between each of the subsystem teams to accelerate their data capture and process flows into an enhanced DHMO member billing process.  Developed testing criteria and monitored testing and implementation.  Worked with accounts receivable and adjudication functional teams to process data in a timely manner in order to produce billable results. Project anticipated return is a $1.4 million revenue increase in first six months.

 

Managed, coordinated and designed third party interface requirements for Fiskars Brands, Inc., an integrated hard-goods manufacturer during the conversion to and implementation of JD Edwards OneWorld-XE ERP system.  Architected the data flow model to coordinate all transaction interfaces between third party modules, custom designed system and JD Edwards EAI system functions.  Developed the audit and internal controls structures that were compatible with Sarbanes-Oxley financial reporting requirements. Built intranet web based documentation system to identify all data flow internal control models, documentation and procedures and interface requirements.

 

Designed, planned and implemented the financial accounting control interfaces for JD Edwards accounts receivable automated cash application interfaces to process trade account payments via EDI 820 Remittance/Payment Advice transactions.  Planned and set up the Accounts Payable automated account reconciliation process, procedures and financial institution data interfaces.  Developed an outbound electronic payment processing system to process vendor payments and employee disbursements via EDI 820 Remittance/Payment Advice to financial institutions.

 


Member number:4887
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Copyright(c) 1995 - 2006 Skip Stein and Software Contractors' Guild, 3 Country Club Dr., #303, Manchester, NH USA 03102