HomeMy WebLinkAboutRESPONSE - RFP - 7486 UTILITY CUSTOMER INFORMATION SYSTEM CONSULTINGA Milestone Utility Services, Inc. Proposal
RFP 7486
Utility Customer Information System Consulting
City of Fort Collins
April 3, 2013
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
Milestone Utility Services, Inc. Confidential and Proprietary
2
April, 3, 2013
Mr. James B. O’Neill II
Director of Purchasing & Risk Management
City of Fort Collins
215 North Mason Street, 2nd Floor
Fort Collins, Colorado 80524
Re: RFP 7486 Utility Customer Information System Consulting
Dear Mr. O’Neill,
Milestone Utility Services, Inc. is pleased to submit our proposal to provide Utility Customer Information System
Consulting services for the Ventyx CIS (Banner/Customer Suite) product. Milestone is able to offer various technical
services required, as well as functional support. Our unique understanding of Ventyx CIS and the day-to-day
opportunities and challenges of the utility environment, along with the constantly changing face of technology and
business requirements makes Milestone Utility Services, Inc. the right partnership with City of Fort Collins and the
right choice for Professional Consulting Services to provide technical services to support Banner/Customer Suite
4.1 and the eventual upgrade; the Oracle upgrade to 11g; and the upgrade from Oracle Application Server to Web
Logic.
Milestone Utility Services, Inc. (MUSI) has become the most well-known and respected name in the Ventyx
Banner/Customer Suite CIS consulting business over the past 11 years. As the Utility market grows and changes,
Milestone has grown and expanded its services. Milestone has partnered with companies like Oracle and SAP,
offering professional services and support for Oracle’s CIS, Customer Care & Billing; and SAP’s CIS solution,
Customer Relationship Management and Billing (CRM&B). Milestone offers a full range of services from, Project
Management Office, System Integration, Data Conversions to the designing and development of integrations and
interfaces. From DBAs to Quality Assurance resources, and Rate Analyst, Milestone can provide the expertise
needed by the City of Fort Collins and the Utility and Energy industry. Milestone’s quality of work and team of
experts has resulted in long-term relationships with Ventyx Banner/Customer Suite CIS users such as ONEOK
Energy, Vectren Energy and other CIS users.
Milestone is pleased to provide a strong team of technical resources who are uniquely chosen based on their
experience consulting, implementing, and operating utility industry applications. Our projected resource team is
one that, we feel, realizes the importance of City of Fort Collins’s business requirements, budget, timeline, and
existing operations. Each member of our team has a decade or more experience on the Ventyx Banner/Customer
Suite Customer Information System applications and is distinguished in the ability to remember that City of Fort
Collins has a daily business of bringing reliable utility services to their operating territory in addition to upgrading
the software and technology that supports that business.
In accordance with the guidance and information you have provided:
This offer is made on behalf of:
Milestone Utility Services, Inc.
11830 NW 4th Street
Plantation, Florida 33325
The designated Primary Point of Contact for this bid is:
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
Milestone Utility Services, Inc. Confidential and Proprietary
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Linda Lee Lukas
Business Development
Milestone Utility Services, Inc
803-960-1487
LLukas@musiusa.com
Milestone’s Authorized Agent for this offer is:
Ram Kasarla
President and CEO
This offer will remain valid until August 1, 2013.
Milestone would like to be considered as your solution provider and trusted advisors for the ongoing Consulting
Services related to the maintenance and support of Banner/Customer Suite, and the eventual upgrades. Milestone
is committed to the success of your business and will work hard to ensure that all project srun smoothly and that
all parties feel that their thoughts and methods were respected throughout the process. When your business
succeeds, we succeed, and that guiding principle makes us the best at our business. Our team welcomes the
opportunity to discuss our proposal with you and your team.
Respectfully,
Ram Kasarla
President & CEO
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
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Table of Contents
Section 1: Executive Summary .............................................................................................. 6
Why Milestone ........................................................................................................................ 7
Section 2: General Information ............................................................................................. 9
Organization ............................................................................................................................ 9
Partner Biographies ............................................................................................................... 10
Services Portfolio .................................................................................................................. 11
Proven Track Record and Client Base .................................................................................. 12
Section 3: General Description of Required Work ................................................................ 13
SQL Plus ............................................................................................................................... 14
Access Database Programming, reporting, and ODBC connectivity to Oracle databases ... 15
Interfaces between smart meter infrastructure and a customer information system. ............ 15
Service oriented architecture, NextAxiom preferred ............................................................ 16
UNIX operating system ........................................................................................................ 16
Perl ........................................................................................................................................ 17
XSLT, XFORMS .................................................................................................................. 17
Browser application design and troubleshooting .................................................................. 18
Knowledge of Ventyx Archive-Purge installation (would be helpful) ................................. 18
Section 4: Scope of Work Experience .................................................................................. 24
Customize Java Server Pages................................................................................................ 25
Customize Oracle Portal “portlets” relating to Ventyx CIS ................................................. 25
Customize Oracle 10g or 11g Forms and Reports ................................................................ 26
Advise on and Troubleshoot configuration of Oracle Application Server and Web Logic .. 26
Troubleshoot Oracle Messages ............................................................................................. 29
Troubleshoot Ventyx CIS 4.x and successive versions, both functionality and data ........... 29
Implement a Ventyx CIS upgrade......................................................................................... 30
Write PL SQL queries and scripts ........................................................................................ 30
Configure Ventyx “user exits” .............................................................................................. 31
Design and program small applications that deliver data to or distribute data from CIS ..... 31
Alter or create icons .............................................................................................................. 32
Document all edits and changes ............................................................................................ 32
How Milestone Assists Ventyx Banner/Customer Suite CIS Customers ............................. 33
Section 5: References ......................................................................................................... 41
Section 6: Customer Support and Rates .............................................................................. 43
Contacts and Procedures ....................................................................................................... 43
Level of Support for Defects, Error Corrections, and Production Issues ............................. 44
Priority Support ..................................................................................................................... 44
Service Requests for Enhancements, Modifications, and Upgrades..................................... 45
Assumptions:......................................................................................................................... 45
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RFP 7486 Utility Customer Information System Consulting
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Rates and On-Site Reimbursable Expenses .......................................................................... 46
Travel Expenses .................................................................................................................... 47
Section 7: Milestone Team Resumes .................................................................................... 48
Resume: Ram Kasarla, Principal Architect Consultant ........................................................ 49
Resume: Periasamy Chithan, Principal Technical Consultant .............................................. 54
Resume: Joshy Plakal, Principal Technical Consultant ........................................................ 57
Resume: Giridhar Madhavareddy, Senior Oracle DBA ....................................................... 63
Resume: Anil Kumar Mittamidi, Technical Consultant ....................................................... 67
Resume: Dwayne Bishop, Project Manager ......................................................................... 74
Resume: Edith Mercado, Principal Consultant ..................................................................... 76
Resume: Frank Anderson, Principal Consultant ................................................................... 80
Resume: Katherine Jeffrey, Consultant ................................................................................ 84
Resume: Brian Menard, Consultant ...................................................................................... 87
Resume: XSLT / XForms Developer .................................................................................... 91
Resume: NextAxiom Developer ......................................................................................... 102
April 3, 2013
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Section 1: Executive Summary
This proposal was prepared at the request of City of Fort Collins RFP 7486 to provide consulting services
for the Ventyx Banner/Customer Suite CIS utility billing application. Milestone has been providing
maintenance and support for the Ventyx CIS with technical and functional consulting services to many of
the original Banner customers since 2002, when Milestone was established. Milestone is proud to say
that 100% of our customers are satisfied and loyal. Our knowledge and expertise on the Ventyx
Banner/Customer Suite CIS application and supporting technologies are unmatched by any consulting
service in this space.
Platte River Power Authority, PRPA, licenses and operates Ventyx’s Customer Information System for
City of Fort Collins and City of Longmont. Hardware is shared, but each City has separate production and
test instances. PRPA provides system and database administration, some application development, and
implements upgrades. Fort Collins has a small IT staff that supports their instance, designs small
enhancements and applications, and troubleshoots user issues. As workload grows, Fort Collins needs
additional development resources and assistance during peak workload seasons.
Fort Collins anticipates upgrading their instance from Oracle 10g to Oracle 11g and from Oracle
Application Server to Web Logic within a few months in anticipation of an upgrade of Ventyx CIS to the
current version, most likely 4.4. Fort Collins is currently in the latter half of a project to install automated
meter reading throughout the city and has programmed the interface between its instance of CIS and its
meter data management system using NextAxiom, a service oriented architecture product.
Milestone Utility Services is pleased to present this Proposal for consulting services based on the general
requirements and specifications outlined in the Request for Proposal. Our goal is to always meet the
ongoing support needs of City of Fort Collins with the most cost effective approach and plan.
Milestone consultants have worked with Platte River Power Authority, PRPA; both at City of Longmont
and City of Fort Collins. Milestone worked closely with City of Longmont for over a year helping with the
upgrade project to Banner/Customer Suite 4.2.1. Milestone’s team worked closely with the Utility Billing
Manager, Melva Douglas and her staff, to reduce the number of customizations and change business
practices so that Longmont could take advantage of the updated functionality that the latest version
provided; this in an effort to keep them closer to a current base system. We have an established
relationship with the shared DBA; and the IT staff. Milestone understands that although the IT staff is
small, they are knowledgeable in their areas of expertise; able to design small enhancements and
applications, and troubleshoot user issues. However, there are times when City of Fort Collins requires
assistance for troubleshooting problems, adding customizations, designing small enhancements, etc.,
when the workload grows; Milestone can provide the necessary staff augmentation and services to
meet those needs. Milestone treats all projects and service requests with urgency, knowing that all
related questions are due a timely response; and consultants can be called on to consult on demand.
As you will see in the descriptions of projects supporting the Scope of Work later in the proposal,
Milestone has proven technical expertise and skills that demonstrate effectiveness and results in Oracle,
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RFP 7486 Utility Customer Information System Consulting
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SQL Plus, Java, smart meter interfaces with Ventyx CIS, service oriented architecture, UNIX, Perl, XSLT,
XForms, Ventyx Archive –Purge, Browser application design and troubleshooting, etc. Milestone’s depth
of knowledge and expertise on the Ventyx CIS 4.x data architecture, processes , new release upgrades
and merging custom code to base code is unmatched by any consulting company in the industry.
Why Milestone
• The Right Company – Milestone Utility Services, Inc. is focused on the utility industry and has
been servicing and developing solutions for the utility industry for over 11 years and many of
the employees have more than 15 years of experience with Ventyx Banner/Customer Suite CIS.
When modifying, upgrading, or implementing mission critical systems, proven implementation
success and risk mitigation are paramount. MUSI has implemented interface solutions,
performed many interface projects, integrations, and upgrades at numerous energy and utility
companies, such as ONEOK Energy and City of Longmont, Co. Milestone has the experience
necessary to deliver success.
• The Right Solution – Milestone’s consulting services solutions are built for the utility industry.
Milestone’s proposal provides the support services required to keep Ventyx Banner/Customer
Suite CIS functioning, resulting in many utilities extending the life of their CIS (Banner) and
saving significant costs in the process.
• The Right Team – Milestone is pleased to provide a strong team of resources who are uniquely
chosen based on their experience consulting, implementing, and operating utility industry
applications. Our projected resource team is one that, we feel, realizes the criticality of the
success of all projects and daily operations, as well as the importance of City of Fort Collin’s
budget, timeline, and existing operations. Each member of our team has a decade or more
experience on Customer Information System applications and is distinguished in the ability to
remember that City of Fort Collins has a daily business of bringing reliable utility services to
their operating territory in addition to upgrading and integrating new functionality and
technologies that supports that business. Milestone has the proven technical and functional
Ventyx CIS experience, in depth utility industry knowledge, and Oracle expertise to successfully
lead your team in any project.
The Right Methodology – Milestone will leverage our proven consulting services project
methodology. Our methodology mitigates risk by utilizing best practices and outcomes through
knowledge gained from following the same processes over and over again and gauging the
results.
Market Share, Integrity, and Customer Satisfaction -- Milestone Utility Services, Inc. is proud to
be celebrating eleven years in business and continuing to grow. We attribute our growth and
success to our customers continued loyalty and the expertise of our employees in the utility CIS
market. MUSI has successfully completed full scale utility CIS implementations along with
numerous targeted project implementations and 4.x upgrades; and Oracle technology upgrades.
All with 100% client satisfaction.
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
Milestone Utility Services, Inc. Confidential and Proprietary
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Customer Suite Product and Industry Knowledge and Expertise -- Milestone Utility Services, Inc.
prevails as the professional services provider to a majority of the original Banner customers.
Many of these original CIS customers have turned to Milestone Utility Services, Inc. to provide
not only technical and functional services, but also ongoing maintenance support. Milestone’s
product knowledge and expertise remains current through the services supported and provided
to these customers through upgrade services, resolving defects and providing corrections,
developing modifications, and enhancements; and designing interface solutions. MUSI’s industry
knowledge grows as our customers engage our expertise on projects such as meter projects,
rate modifications, service order dispatch enhancements, multi streaming long running batch
jobs, and technology upgrades.
Value and Flexibility – Milestone Utility Services, Inc. provides a low risk, low cost option with
the highest quality professional resources. Our consultants average over 20 years of utility
industry knowledge and are recognized by our customers as superior and award winning
consultants that are integral to their success. We, at Milestone, understand that all customers
are not alike, nor have the same needs. Therefore, MUSI works closely with all customers to
provide creative options to get the best results to meet the needs. MUSI has developed a
reputation that keeps customers loyal.
At Milestone, we define success more broadly than simply the delivery of services and implementation
of software. It is our mission that our customers obtain their business and performance goals. To that
end, we are committed to working with City of Fort Collins and their teams to successfully achieve
desired business goals.
It is our belief that Milestone Utility Services can provide City of Fort Collins with a variety of services in
support of this effort. We have expert functional, technical, and utility and energy industry knowledge
that insures a smooth and successful low cost approach to CIS consulting services.
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
Milestone Utility Services, Inc. Confidential and Proprietary
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Section 2: General Information
Organization
Minority Owned:
Milestone Utility Services, Inc. is Florida based corporation, certified Minority Owned Business (MBE),
and privately held by three partners. The company has no debt, a solid revenue base, and no litigation.
Founded in 2002, by Ram Kasarla, Milestone has grown with partners, Edith Mercado and Frank
Anderson, to a company with over 60 consultants averaging 20 years of utility and software industry
experience. Milestone Utility Services, Inc. (MUSI) is a successful and specialized consulting firm
providing strategy, solution delivery, conversions, and application maintenance services to organizations
in the Utility and Energy industries, and more specifically serving the end-to-end solution needs around
the utilities’ CIS – the vital revenue and customer service division. Milestone is very proud that all direct
clients are 100% satisfied and have remained with Milestone.
Milestone Utility Services, Inc. (MUSI) has become the most well-known and respected name in the
Ventyx Customer Suite consulting business. Milestone and their staff have been engaged with 25
Utilities and performed over 60 CIS related projects and 15 Banner implementations in 16 states. As the
Utility market grows and changes, Milestone has grown and expanded its services. Milestone has
partnered with companies like Oracle and SAP, offering professional services and support for Oracle’s
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
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CIS, Customer Care & Billing; and SAP’s CIS solution, Customer Relationship Management and Billing
(CRM&B). Milestone offers a full range of services from, Project Management Office, System
Integration, Data Conversions to the designing and development of integrations and interfaces. From
DBAs to Quality Assurance resources, and Rate Analyst, Milestone can provide the expertise needed by
the Utility and Energy industry. Milestone’s quality of work and team of experts has resulted in long-
term relationships with Ventyx Banner/Customer Suite users such as ONEOK Energy, Vectren Energy and
other CIS users.
Partner Biographies
Ram Kasarla, President and CEO, is a founder of Milestone. He has over 17 years of energy, utility,
technology, business operations, and entrepreneurial experience. Prior to forming Milestone Utility
Services, Ram worked as a Technical Architect at SCT (now Ventyx, ABB) in their utility industry division.
Additionally, Ram worked in IBM Global Solutions as a Technical Architect implementing Customer
Information Systems. In 2002, Ram started Milestone. Ram has worked as a Technical Consultant on two
major Banner implementations, Vectren and ONEOK. Ram received an MVP (Most Valuable Player)
award for his role in the Vectren Banner Implementation. Ram has a B.S. in Computer Science
Engineering.
Edith Mercado, CFO, joined Milestone as a partner in 2005. Edith has 20 years of energy, utility, and
business operations experience. Prior to joining MUSI, she worked as a Principal Consultant at SCT (now
Ventyx, ABB), in their utility industry division. While there she developed functional solutions
incorporated into the baseline CIS software and developed requirements and functional design
documents for customized software applications. In addition, she provided on-site support for software
testing, general implementation, and post go-live production support. She also performed client
assessments related to go live readiness, migrations and financial reassurance. She has worked with
many utility clients on the business process re-engineering required to effectively utilize a new CIS
system. Edith has participated in CIS software implementation for approximately 20 utilities that provide
some combination of electric, gas, water, sewer, and solid waste. In addition, prior to joining SCT, Edith
worked for Orlando Utility Commission (OUC), an electric and water utility where she was a member of
the project implementation team, who was responsible for replacing a 30 year old CIS system. Edith has
a B.S. in Mathematics from The Catholic University of Puerto Rico.
Frank Anderson, CBDO, joined Milestone in February of 2006. He has over 15 years of energy and utility
experience and has worked with over 18 different energy and utility companies on software
implementation projects. Prior to joining MUSI, Frank worked for IBM as a business consultant. While
working for IBM, he worked as a team lead for a work management / ERP integrated solution for a large
electric and gas utility. Before working with IBM, Frank worked for SCT (now Ventyx, ABB) in their utility
industry division from July of 1997 to January of 2005 as a functional consultant. Frank worked in
various capacities including functional lead, testing lead, functional consultant, and testing consultant on
Electric, Gas, and Water/Sewer client sites implementing Customer Information Systems (CIS). Frank
lives in Charleston, SC and has a B.A. degree in Business Administration from The Citadel.
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
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Services Portfolio
Milestone Utility Services, Inc. is a leading utility services solutions provider offering advisory and
professional services to address the most critical needs of utility and energy companies including:
Customer Information System upgrades and implementations of:
o Ventyx CIS Banner/Customer Suite 4.x
o Oracle App Server, Database, & Fusion Middleware Technology Upgrades
o Oracle’s Customer Care & Billing
o SAP’s Utility CIS Software, Customer Relationship Management and Billing (CRM&B)
Functional Expertise for:
o PMO & Project Management
o Change Management & System Integration
o Business Analysis
o Training
o Testing & Quality Assurance
Technical and Functional Support Services
o System Software and Operational Support
Triage support for daily operations
Defect Process Management
DBA
Technical Expertise for:
o Data Conversion
o Oracle technology upgrades for Fusion Middleware and/or Forms upgrades
o Oracle application and Database server installation and configuration
o Developing custom interfaces and building reports
o Developing Disaster Recovery Solutions
o Developing Efficient backup Procedures
Process Improvement:
o Change Management and Business Process Training
o Functional and technical analysis of systems to improve efficiency
Maintenance Service Plans Options:
o Annual plans designed to meet the customer’s needs
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
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Proven Track Record and Client Base
Milestone Utility Services continues to grow our customer base and expand services to more than 25
customers in the western hemisphere, including industry leaders such as:
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RFP 7486 Utility Customer Information System Consulting
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Section 3: General Description of Required Work
Fort Collins Utilities is interested in creating a partnership with a qualified company that can provide
consulting on Oracle and the Ventyx Customer Information System version 4.x, its successive versions,
and supporting technologies.
MUSI Response:
Milestone values opportunities to partner with utilities using Ventyx Banner/Customer Suite CIS and
Oracle, as well as the other supporting technologies. Milestone serves over 25 of the original Banner
customers with various services. Our functional and technical consultants have in depth knowledge and
expertise in both the utility industry and with the Ventyx Banner/Customer Suite CIS billing application.
Milestone desires and will strive to become a long-term trusted strategic consulting partner that Fort
Collins will depend on with confidence.
MUSI treats customer requests with urgency and the work will be done in a timely manner, always
communicating and documenting updates appropriately. MUSI’s success has grown since 2002 with
loyal customers like City of Fort Collins, who demand a higher quality of support and expertise with
consulting services related to the Ventyx CIS Banner/Customer Suite, Oracle, and other related
technologies.
Milestone Utility Services, Inc. has become the most well-known and respected name in the Ventyx
Banner/Customer Suite consulting business. Milestone and their staff have been engaged with over 25
Utilities and performed over 60 Oracle and CIS related projects and 15 Banner implementations in 16
states.
Also, as the billing application becomes a legacy system many customers find Milestone has the ability
to extend the life of the Ventyx Banner/Customer Suite CIS application. Milestone, as City of Fort Collins
trusted advisor, will assist with the strategic planning for the eventual replacement. To assist our Ventyx
Banner/Customer Suite customers with the transition, Milestone has partnered with leaders in utility
and energy CIS billing applications such as, Oracle Customer Care & Billing, SAP’s Customer Relationship
Management & Billing, as well as many of the Harris CIS products. Milestone’s vast utility and Ventyx
Banner/Customer Suite CIS knowledge gives us the ability to work in several capacities on new
implementations, such as data conversion specialists, Project Management Oversight, System
Integration; or simply staff augmentation on a new implementation.
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
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The consultant must have demonstrated expertise with:
Oracle 10g and 11g databases, Forms, and Reports
Oracle 10g application server
Oracle Web Logic
Oracle portal services
SQL Plus
Access database programming, reporting, and ODBC connectivity to Oracle databases
Ventyx Customer Information System version 4.x data architecture, processes, upgrading, and
merges of custom code into base code
Java
Interfaces between smart meter infrastructure and a customer information system
Service oriented architecture; NextAxiom preferred
UNIX operating system
Perl
XSLT
XForms
Browser application design and troubleshooting
Knowledge of Ventyx archive-purge installation would be very helpful
MUSI Response:
MUSI has responded to the items listed in the detailed Scope of Work that identifies the services that
will likely be requested in Section 4.
In addition, Milestone has demonstrated expertise with the following:
SQL Plus
Project Description
All All of Milestone’s current clients are using some form of ORACLE Database, and
all technical and functional resources use SQL Plus, Toad, or SQL Developer on a
daily basis to create ad hoc queries for data mining, issue triaging, and viewing
April 3, 2013
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Project Description
data in the database tables. Developers may use this tool for developing update
scripts and running scripts in the back ground. Typically, SQL Developer or TOAD
are used to develop extensive scripts and database objects.
Access Database Programming, reporting, and ODBC connectivity to
Oracle databases
Project Description
ONEOK MUSI has developed a Mass Rate Load Process for Cost of Gas rates which change
every month. The Rates Department enters the new rates in an Excel spread
sheet and MUSI developed an interface using ODBC Connectivity to load the Data
into Oracle staging tables within the Banner Database and once the user reviews
the data, the user can approve these rates and the new rates are populated into
Banner rate tables.
MUSI has developed an interface between access database Banner Database.
Interface will load the meter data information specific to a meter type and kind
into Access database using ODBC Connectivity.
Interfaces between smart meter infrastructure and a customer information
system.
Project Description
NV Energy Milestone was the Banner vendor for NVEnergy's Advanced Service Delivery
project. This project was replacing the majority of NVEnergy's meters with
AMR/AMI capable meters. NVEnergy chose the ITRON Enterprise Edition for the
MDM vendor and SOA Enterprise Integration Framework (SEIF) as the
Middleware vendor. MUSI provided the project with the overall project
functional architect. In addition to playing a critical role designing the overall
solution; MUSI developed several complicated interfaces and enhancements in
support of NVEnergy's requirements:
- Upload register readings from the RNI
- Two way interface with the MDM for Billing Determinant Information from the
MDM
- Modified all Banner meter readings forms & processes to allow entry of time
and date
- Developed exception processing
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RFP 7486 Utility Customer Information System Consulting
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Project Description
- Modified UBAMBCA and UBAQUCK for billing requests on the MDM
- Not Prorate readings from the MDM or RNI
- Remotely Connect / Disconnect services for AMR Meters.
Additionally, MUSI augmented NVEnergy's staff with tester and test leads during
the different phases of the project. MUSI provided and continues to provide
production support and enhancements to the functionality delivered during the
ASD project.
In addition to the ASD project with NVEnergy, MUSI has worked on AMR projects
with ONEOK and City of Charlotte where remote reading / communication
devices were installed and maintained on meters. These devices are captured in
Banner and sent down to the Meter Reading software (ITRON MVRS in both
cases). As the communication devices were removed or replaced, these updates
are uploaded back to Banner and updated on the meter record.
Service oriented architecture, NextAxiom preferred
Project Description
ONEOK ONEOK uses TIBCO as a Middleware between Banner and almost all other internal
and external interfaces. TIBCO uses SOA development method to construct
messages and move files from server to server. Interfaces include Service Order
Dispatch and Scheduling, Collection Agency, Payments, etc. MUSI has provided
ONEOK with resources for developing and upgrading the TIBCO installation.
UNIX operating system
Project Description
All Clients Most MUSI’s Banner / Customer Suite clients are running the software on a Unix
/Linux operating system. MUSI technical resources have extensive knowledge of
Unix operating system.
MUSI has developed shell scripts monitor disk space and mass compile Banner
objects. MUSI has developed automated shell scripts to start and stop sleepwake
programs and kick off Oracle reports within the Banner Job scheduler. MUSI has
created complex shell scripts to kick off Database backup and developed various
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Project Description
shell scripts to ftp data files to different locations based on the filename and
process name
MUSI has set up the Banner environment on Unix platform and modified
MakeFiles to compile C and COBOL objects.
MUSI has migrated Banner from Unix to Linux OS. MUSI has migrated Banner
COBOL Programs from MicroFocus COBOL to IBM AIX COBOL.
Perl
Project Description
Atmos Energy MUSI technical resources have programmed and are proficient in the Perl
Programming Language.
MUSI technical resources used the PERL programming language while working
with Atmos Energy on the Cash Reconciliation project. The main objective of the
Cash Reconciliation System is to provide improved and more accountable
matching between payments posted to the CIS System, deposits made to the
Atmos bank account and amounts shown on monthly bank statements. Cash
reconciliation of payments, deposits and bank statements will occur at the
individual transactions level by using transaction identification numbers and
unique deposit identifiers.
A Perl process was developed by MUSI technical resources to reconcile cash
payments made from all external, real time vendors with the treasury system
deposit numbers and deposit amounts. Additionally, MUSI developed and tuned
data-mart reports written in PERL. The purpose of the data mart was to load data
from the Treasury Management System funding amounts, CIS, and Daily Deposit
Files so that it could all be reviewed in a single front end display (via a Web
Application).
XSLT, XFORMS
Project Description
No MUSI customer
service request to
date.
This skill set can be provided to the City of Fort Collins to support their service
requests.
Attached is a sample resume of a developer who has worked to develop complex
Reports using this programming language. Specifically, a report was developed
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RFP 7486 Utility Customer Information System Consulting
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Project Description
where data is designed in XML and is extracted from an Oracle database using
Java Beans. XSLT and XSL-FO (formatting objects) changing the XML report data
into PDF format. An additional complex scientific report was developed using
XML, XSLT and Java Beans. This work was performed in a Non-Utility sector.
Browser application design and troubleshooting
Project Description
NV Energy,
Vectren, ONEOK,
Atmos
MUSI has helped customers in various ways with Customer Web services.
MUSI has designed and built interfaces that communicate information
between client developed customer self-service websites and the Ventyx
Banner/Customer Suite database. This includes developing API's to
provide the web site with information regarding the customer’s account,
as well as performing updates such as creating payment arrangements,
setting up Bank Drafts, creating Phone Checks.
MUSI has modified and maintained the Ventyx Banner/Customer Suite
Customer Web Access (CWA) module for customers. MUSI has have been
part of the NVEnergy EServices team (Customer Self Service) for the past
2 years helping design and develop functionality to enhance the
MyAccount web services application
MUSI has helped customers with design and development of new
features needed for their Customer websites. MUSI has worked with
ONEOK Team in developing the Customer Self Service portal. MUSI was
part of the team that was responsible for the re-design of the Atmos
Account Center (Customer Self Service) application.
Knowledge of Ventyx Archive-Purge installation (would be helpful)
Project Description
NVEnergy MUSI assisted NVEnergy retrofit Ventyx’s Archive/Purge enhancement into the
NVEnergy’s 2.2.2.1 version of Banner. NVEnergy has a highly customized version
of Banner and MUSI assisted NVEnergy. Milestone provided NVEnergy with
technical resources for programming the enhancement and defect corrections as
April 3, 2013
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Milestone Utility Services, Inc. Confidential and Proprietary
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Project Description
well as augmented the clients testing team.
Additionally, MUSI personnel have previously worked with the Archive/Purge
enhancement prior to their employment with MUSI.
The consultant may be asked to:
Design
Program
Customize
Troubleshoot
Merge code
Consult on demand
MUSI Response:
Milestone’s consultants are senior level consultants that have experience with Banner/ Customer Suite
and Oracle architecture and design; have designed interfaces, customizations, and enhancements. All
work is done from functional and technical specifications written by the consultant following a detailed
document that describes the approach. The Approach Document is developed as a team with the
customers’ input and is ultimately approved by the customer before work is started on the
Specifications. The programming is done according to the specifications in a development environment
provided by the customer; programmers compile code, test, and merge code to be delivered for
acceptance testing by the customer. Troubleshooting and debugging are always part of the process.
Issues are documented.
The consultants must be willing to:
Work from specification documents
Be on-call to answer questions and troubleshoot
Work remotely
Document all edits and changes
Turn-around work orders rapidly
MUSI Response:
As mentioned above, Milestone’s consultants prefer working from specifications. Milestone consultants
will be able to work with the City of Fort Collins team to develop and write the functional and technical
April 3, 2013
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20
specifications; or will be able to work from specifications delivered to Milestone by City of Fort Collins.
Milestone will offer “on-call” services 24 x 7 to answer questions and troubleshoot problems with City of
Fort Collins. Details about the procedure are answered in Section 6.
Milestone consultants regularly work remotely with customers on all types of projects. All work listed in
the possible Scope of Work should be able to be done remotely via access granted by City of Fort Collins.
However, if there is a need for a consultant to be on-site, Milestone is willing to provide on-site
consulting services per City of Fort Collins requests.
It is customary for Milestone consultants to document all changes made to the system. Milestone will be
willing to use whatever procedure City of Fort Collins prefers.
Milestone consultants work diligently on assigned projects. Our goal is to always meet the needs of the
customer based on an agreed upon project schedule for larger projects. A description of the turnaround
time for defects, troubleshooting, etc. can be found in Section 6.
Fort Collins anticipates upgrading their instance from Oracle 10g to Oracle 11g and from Oracle
Application Server to Web Logic within a few months in anticipation of an upgrade of Ventyx CIS to
the current version, most likely 4.4.
MUSI Response:
MUSI has performed the Oracle technology upgrade for Aqua, ONEOK, NV Energy, Martin County,
Portland General Electric, City of Longmont, and City of Seattle. MUSI performed key roles in the
technology upgrade for Vectren and Atmos Energy.
MUSI has completed the Installation of Fusion Middleware at Martin County and upgraded the Banner
Application to 4.3. MUSI has developed a detailed installation document for every component of Fusion
Middleware; and developed automated startup and shutdown scripts for all the components of Fusion
Middleware.
MUSI has extensive experience in Fusion Middleware. In addition to Migrating Banner to 4.3 on Fusion
Middleware MUSI has ported older versions of Banner to Fusion Middleware.
MUSI has extensive experience in diagnosing errors and warnings in Fusion Middleware, extensive
experience in Weblogic server installation, configuration and administration. MUSI has extensive
experience in deploying custom applications on WEBLogic server.
MUSI has upgraded Banner Database from 9i to 11g
MUSI has upgraded Banner from Client server Architecture to Form Application server 10g.
April 3, 2013
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MUSI has extensive experience in modifying the oracle parameters to improve the performance of
Banner Application on 11g (Which is a cost based system).
MUSI has completed Fusion Middleware install and 4.3 upgrade at Martin County.
MUSI has installed Fusion Middleware and ported old version of Banner to Fusion Middleware platform.
MUSI has successfully completed all the technology migration projects it has started. In addition, some
of the Milestone staff were the key architects in the creation of the 4.0 version while at INDUS, so we
are uniquely qualified to deliver the support and solutions to City of Fort Collins. We have played key
roles in several Customer Suite Upgrade projects for Connexus Energy, City of Charlotte, City of
Longmont to version 4.2.1, and most recently Martin County to version 4.3, which includes configuring
and installing the Oracle Technology upgrade to 11g Fusion Middleware.
Milestone resources played the role of Functional Lead for the Service Suite implementation at City of
Charlotte. In this capacity, we made all rule changes to make Customer Suite ready to communicate
with SDMI/Service Suite. We also developed and modified Service Suite forms using the Compose Tool
provided with the Service Suite product and led the client’s system testing.
The following are a sampling of Milestone Software Solutions Technology Upgrade Clients (Oracle
upgrades to 10g/11g) and 4.x clients.
Martin County
30,000 Customers
Customer Suite 4.3
Upgrade
Fusion Middleware
11.1.1.4
Oracle Database 11g
ONEOK
3 Million Customers
Banner 3.1.4 (with 4.0
Modifications)
Oracle Application server
10g (10.1.2.3)
PragmaCAD Dispatch
System Implementation
Maintenance & support
VECTREN
1.2 Million Customers
Banner 3.2
Maintenance & support
City of Seattle
395,000 Customers
Banner 3.2
Maintenance & support
Oracle Application server 10g
(10.1.2)
Oracle Database 11g
Atmos Energy
2 Million Customers
Banner 2.2.1 and Customer Suite
4.0.3
Service Suite Implementation
(custom interface)
Maintenance & support
Connexus Energy
30,000 Customers
Customer Suite 4.1.2
Aqua America (August 2011 Selected as
Vendor of Choice)
990,000 Customers
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
Milestone Utility Services, Inc. Confidential and Proprietary
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Migrated Banner
Database from HP Unix
to Linux (Oracle
Database 11g)_
Portland General Electric
815,000 Customers
Banner 2.2.2
Maintenance & support
Oracle Database 10g
Oracle Application server
10g
NV Energy
1.7 Million Customers
Banner 2.2.2
Oracle Database 10g
Oracle Application server
10g
Maintenance & support
Banner 3.1
Maintenance & support
Oracle Application server 10g
(10.1.2.3)
Oracle Database 11g
City of Longmont, CO
25,000 Customers
Customer Suite 4.2 Upgrade
Oracle Database 10g
Oracle Application server 10g
City of Charlotte, NC
250,000 Customers
Customer Suite 4.0.2
Service Suite Implementation
(with vendor provided SDMI
interface)
City of Fort Collins is currently in the latter half of a project to install automated meter reading
throughout the city and has programmed the interface between its instance of CIS and its meter data
management system using NextAxiom, a service oriented architecture product.
MUSI Response:
MUSI has not been asked by any customer to work on project using NextAxiom. However, we have
consultants experienced with NextAxiom, and other service oriented architecture products. Milestone
was the Banner vendor for NVEnergy's Advanced Service Delivery project. This project was replacing the
majority of NVEnergy's meters with AMR/AMI capable meters. NVEnergy chose the ITRON Enterprise
Edition for the MDM vendor and SOA Enterprise Integration Framework (SEIF) as the middleware
vendor. MUSI provided the project with the overall project functional architect. In addition to playing a
critical role designing the overall solution; MUSI developed several complicated interfaces and
enhancements in support of NVEnergy's requirements:
- Upload register readings from the RNI
- Two way interface with the MDM for Billing Determinant Information from the MDM
- Modified all Banner meter readings forms & processes to allow entry of time and date
- Developed exception processing
- Modified UBAMBCA and UBAQUCK for billing requests on the MDM
- Not Prorate readings from the MDM or RNI
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- Remotely Connect / Disconnect services for AMR Meters.
Additionally, MUSI augmented NVEnergy's staff with tester and test leads during the different phases of
the project. MUSI provided and continues to provide production support and enhancements to the
functionality delivered during the ASD project.
In addition to the ASD project with NVEnergy, MUSI has worked on AMR projects with ONEOK and City
of Charlotte where remote reading / communication devices were installed and maintained on meters.
These devices are captured in Banner and sent down to the Meter Reading software (ITRON MVRS in
both cases). As the communication devices were removed or replaced, these updates are uploaded
back to Banner and updated on the meter record.
April 3, 2013
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Section 4: Scope of Work Experience
Attach a history of your firm’s experience with the technologies listed in Scope of Work below,
including name, location, and resumes of key people who will be directly involved with this contract.
MUSI Response:
The following pages contain the history of Milestone’s experience with each of the technologies listed in
the Scope of Work likely to be requested during the contract.
The Milestone Team member(s) having the specific skillset needed to perform the work would be pulled
from this list of functional and technical resources for City of Fort Collins as needed based on the Service
Request and Scope of Work. The detailed Resumes are attached for each resource in Section 7.
Ram Kasarla - Principal Architect Consultant
Periasamy Chithan – Principal Technical Consultant
Joshy Plakal – Principal Technical Consultant
Giridhar Madhavareddy – Senior Technical Consultant
Anil Kumar Mittamidi – Technical Consultant
Dwayne Bishop – Project Manager
Edith Mercado - Principal Consultant
Frank Anderson – Principal Consultant
Katherine Jeffrey – Consultant
Brian Menard – Consultant
XSLT/XFORMS – Developer
NextAxiom – Developer
Please see resumes in Section 7
April 3, 2013
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Customize Java Server Pages
Project Description
Fort Collins,
ONEOK,
NVEnergy
MUSI has worked with the ONEOK team in developing the customer web portal. We
used Java server pages to develop the front end.
Connectors is an Object-Oriented, Java (J2EE) architecture solution that enables the
seamless integration of multiple technologies, middleware, and disparate systems
with the Banner application by providing XML and java based synchronous and
asynchronous services. Produced Java Server Pages to demonstrate and test the
XConnectors.
We have customized java server pages to include credit card interface and Google
Maps.
We have customized Java Server pages to implement Call popup Functionality
implemented for several clients. (We read a file on the client’s machine and based
on the account number we populate the CSR Screen with the Account Information).
Customize Oracle Portal “portlets” relating to Ventyx CIS
Project Description
Fort Collins,
ONEOK, Citizens
Gas & Coke
Modified the presentation of the information of the Account Summary Portal as
per the customers requirement – Fort Collins
Modified the Portal to add functionality to connect to a share point site to retrieve
scanned documentation from the Customer. The Portal was modified to pass the
account information and retrieve scanned documents related to the account (Tax
Exemption, Bank Draft Enrollment, Landlord Reversion Agreements, etc) -- ONEOK
Modified the Portal to add the functionality to accept credit cards – Fort Collins
Modified the Portal to display Google maps by pre populating the premises
Address – Fort Collins
Modified the Portal to Pre Populate CSR Form with Account information from CTI
interface and populate Account summary Portal –CGCU
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
Milestone Utility Services, Inc. Confidential and Proprietary
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Customize Oracle 10g or 11g Forms and Reports
Project Description
AQUA America,
ONEOK, NVEnergy
Milestone has extensive experience upgrading Oracle Technology to 11g which
includes installing and configuring the application server with the new Fusion
Middleware. Milestone has completed Oracle Technology upgrades to 11g for
Ventyx Banner/Customer Suite customers in two different ways: (1) Milestone
upgraded Oracle Technology to 11g so the customer can remain on an older
release of Banner/Customer Suite, such as 4.1; and (2) Milestone upgraded
Banner/ Customer Suite to 4.3, which required the Oracle Technology upgrade to
11g.
Milestone modifies Banner/Customer Suite forms for many clients. These
modifications may be to existing forms, or to create brand new forms used in the
system. Milestone has delivered form changes to our clients for varying degrees
of complexity – we have performed very complicated form changes for a real time
Lexis-Nexis interface with Customer Suite for ONEOK. This modified existing
Customer Suite forms as well as created new forms to view the interface data.
MUSI developed a custom service order appointment booking form with a real
time interface with CGi PragmaCAD. The form will request available time slots
from the appointment booking application. Available time slots will be displayed
in Green to the user and unavailable slots will be displayed as Red. The user may
choose to book a specific appointment and the form will consume the minutes
from availability in the appointment booking application. All interface transactions
are XML based and performed in real time.
Advise on and Troubleshoot configuration of Oracle Application Server and
Web Logic
Project Description
ONEOK, Martin
County, AQUA
America,
NVEnergy
The overall architecture has changed drastically with Oracle Fusion versus 10g
Application server.
For Example , we used to install the Infra and Mid-tier in Oracle Application server
In Fusion you need to install different services as the individual components.
Below are some of the components we need to install as individual components
1. Oracle 11g R2 Database software
2. Install Oracle Weblogic Server 11g
3. Create the 11g R2 repository database
April 3, 2013
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Milestone Utility Services, Inc. Confidential and Proprietary
27
Project Description
4. Run the RCU and create all the required schemas in the repository
database
5. Install Identity management
6. Install SSO
7. Install Oracle 11g Portal, Forms, Reports and Discoverer
We need to configure two domains on the Weblogic server, one for the IDM and
the other domain for the Portal.
Fusion Middleware has tools such as Weblogic console and Enterprise manager
(one for each domain).
To troubleshoot you start looking at each component.
Oracle Fusion Middleware components generate log files containing messages that
record all types of events, including startup and shutdown information, errors,
warning messages, access information on HTTP requests, and additional
information. The log files can be used to identify and diagnose problems
Below are some of the log filenames and locations
Related
Component
Logfile Location
Oracle
Application
Developmen
t Framework
DOMAIN_HOME/servers/server_name/logs/server-name-
diagnostic.log
Oracle Forms
Services
MW_HOME/user_projects/domains/domain_name/servers/serve
r_name/logs/server-name-diagnostic.log
ORACLE_HOME/j2ee/DevSuite/application-
deployments/forms/application.log
Oracle
Fusion
Middleware
Audit
Framework
DOMAIN_HOME/servers/server_name/logs/server-name-
diagnostic.log
Fusion
Middleware
Control
DOMAIN_HOME/sysman/log/emoms.log
DOMAIN_HOME/sysman/log/emoms.trc
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
Milestone Utility Services, Inc. Confidential and Proprietary
28
Project Description
Oracle HTTP
Server
ORACLE_INSTANCE/diagnostics/logs/OHS/component_name/*.log
Oracle
Internet
Directory
ORACLE_INSTANCE/diagnostics/logs/OID//oid*.log
ORACLE_INSTANCE/diagnostics/logs/OID/tools/*.log
Oracle Portal DOMAIN_HOME/servers/server_name/logs/server-name-
diagnostic.log
Oracle
Reports
ORACLE_INSTANCE/diagnostics/logs/ReportsServerComponent
ORACLE_INSTANCE/diagnostics/logs/ReportsBridgeComponent
ORACLE_INSTANCE/diagnostics/logs/ReportsToolsComponent
Oracle Web
Cache
ORACLE_INSTANCE/diagnostics/logs/WebCache/component_nam
e*-log
Oracle
WebLogic
Server
DOMAIN_HOME/servers/server_name/logs/server_name-
diagnostic.log
We search for diagnostic messages using the Log Messages page of Fusion
Middleware Control. We configure the message levels using the Fusion
Middleware Control for a particular Log File or for Loggers. Additionally we use
the Remote Diagnostic Agent during configuration. Remote Diagnostic Agent
(RDA) is a command-line diagnostic tool that provides a comprehensive picture of
your environment. Additionally, RDA can provide recommendations on various
topics, for example configuration and security. This aids you and Oracle Support in
resolving issues
First place to look at is IDM Domain , make sure all the service are running also
check the status of opmnctl services.
Look at the Weblogic console to see all the Weblogic services are running properly.
Check if the Node Manager is started and all the associated service are running. If
they are not running we need to look at the log files.
Check if all the services on SSO are running.
Same steps can be performed in the Portal domain. Check if all the deployments
have configured and started successfully.
April 3, 2013
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Milestone Utility Services, Inc. Confidential and Proprietary
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Project Description
We need to use the Weblogic console or Enterprise Manager front end tools to
diagnose the problem.
Troubleshoot Oracle Messages
Project Descriptions
All Clients Troubleshooting Oracle errors and messages is a typical activity during
development, testing, and production. Messages that are presented to the user
through the front end application or on LIS files will be reviewed and the account
being processed will be triaged. The source code that was being executed when
the error message is displayed will be reviewed. If the issue is not immediately
identifiable, then the situation will be recreated in a testing or development
database, and the source code will be modified to display debug statements to
determine the issue.
Troubleshoot Ventyx CIS 4.x and successive versions, both functionality
and data
Project Description
City of Longmont,
Martin County, City
of Charlotte
Milestone assisted City of Longmont with their Customer Suite migration. This
included both functional training & testing, as well as migrating the data.
Milestone functional consultants provided support through 2 mock go lives as
well as the actual go live weekend. Technical resources tailored the migration
scripts to meet the City’s needs. As issues arose the functional and technical
team members triaged the problem to determine if it was code, functionality, or
data related; and then determined the appropriate course to correct the issue.
Milestone recently has assisted Martin County to configure the application server
and bring up Banner 4.2 using Fusion Middleware. During this procedure the
technical resource changed different settings in order to correct technical issues.
Milestone worked with City of Charlotte on their 4.0 migration from 2.2.1.2.
Throughout the numerous mock go lives, batch testing cycles, and actual go live,
both technical and functional triage was required. Milestone developed some
customized migration script for the City.
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
Milestone Utility Services, Inc. Confidential and Proprietary
30
Implement a Ventyx CIS upgrade
Project Description
Martin County, City
of Longmont,
Connexus Energy,
City of Charlotte
Milestone recently has installed Fusion Middleware and upgraded Banner to 4.3.
MUSI has created detailed installation document with any setting changes to port
Banner to Fusion Middleware platform. MUSI team has performed a walk-
through of the installation documentation and process with the client which will
help the client resources to get a good understanding of the Fusion Middleware
platform.
Also conducted a training session to talk about Fusion Middleware administration
and Weblogic administration. MUSI documented all the issues encountered
during the installation and solutions so that the client can follow the same steps
when building the production servers.
Milestone performed the 4.2.1 upgrade for City of Longmont, going live in 2011.
Milestone provided the project team including Project Manager, Trainer, Business
Analyst, and Tech Lead to the project and worked with the City to have a
successful upgrade.
Additionally, Milestone has placed resources on 4.x upgrade projects for City of
Charlotte and Atmos Energy. Milestone personnel were also instrumental in
developing the 4.x modifications during the ONEOK implementation. Current
personnel were the lead functional and technical analysts that gathered
requirements and developed the design of the enhancements that later went into
4.0 version of Customer Suite.
For Connexus Energy, Milestone modified all of the client’s customized code to
make it utilize functionality in the 4.1.2 version of Customer Suite. Additionally,
we helped with some rule & val set up.
Write PL SQL queries and scripts
Project Description
All Clients PL/SQL queries and scripts are developed at some point in time for most clients.
These scripts may be for data clean up or to mine the system for data or for ad
hoc reporting.
A large amount of the Customer Suite source code is written in some form of
PL/SQL, so in order to make changes to database packages, procedures, triggers,
etc, a deep understanding of this programming language is required.
April 3, 2013
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Project Description
Additionally, C and COBOL programs do reference these PL/SQL procedures as
well.
Configure Ventyx “user exits”
Project Description
There have been
no MUSI
customer
requests for this
service to date.
Milestone has resources that have configured and tested User Exits and User
Defined Calculations for previous clients. This activity was not performed under the
Milestone name.
Design and program small applications that deliver data to or distribute
data from CIS
Project Description
ONEOK, AQUA
America
Milestone has developed several sleep/wake jobs that will create email alerts to
users that are defined in the parameter set. This includes alerts when there are
blocking locks (with a rule option to kill the blocking session), as well as alerts when
Sleep/Wake sessions are down and alerts when there are orphaned jobs running on
the server (where there is no associated Oracle session).
Additionally, MUSI has developed several DataMarts for ONEOK. One DataMart
provides financial break down of a particular business day. The data mart is loaded
with revenue data as well as other AR data for a business day. The client can then
report off the Datamart. MUSI has also developed service order Datamarts that
allows the company to analyze the number of orders completed, the timeliness of
order completion versus the requested date, and field efficiency. MUSI developed
the loading procedure and the design of the Datamart.
MUSI has developed real time interfaces to and from Banner. This includes an
Appointment Booking interface developed for ONEOK. Additionally, MUSI has
developed a real time interface to LexisNexis for identity verification services of
individuals as well as businesses.
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
Milestone Utility Services, Inc. Confidential and Proprietary
32
Alter or create icons
Project Description
Fort Collins,
ONEOK,
Connexus
Energy
Milestone has added and configured the At a Glance and Alerts portals in Customer
Suite 4.x. Milestone added a new icon, link, and alert configuration to show when a
customer had scanned documentation saved electronically (for examples, Landlord
Reversion Agreements, Bank Draft enrollment agreements, etc). This link took the
user to a new form (also developed by Milestone) where the user could review
information about the scanned document and then open the scanned document.
Milestone added a new icon for Letters to the CSR Toolbar.
Additionally, Milestone has modified the configuration of several existing Alerts and
At a Glance items on the CSR Form and the associated portals.
Milestone Added a customized At a Glance item for Connexus Energy to display the
prior year’s Capital Credit information.
Milestone created links from the CSR to external web sites (Google, and Credit Card
vendor) for Fort Collins.
Document all edits and changes
Project Description
All Clients Milestone methodology is to provide documentations on all changes made to the
system. Functional approach documents and detail specifications are produced for
client approval and to document modifications made to the system. As the code is
being developed, a Milestone functional analyst will develop a test case. During
testing, results and screen captures are recorded on the test case. The test case
documentation is provided to the client during delivery of the code. Milestone will
also develop testing results/proof for defect fixes in addition to new system changes.
The technical team will place tags in the source code to identify the changes made
for certain PCR or Defect fixes. The tagging would normally be the Client defect
number. Version numbers are maintained within the source code itself and
incremented as new changes are made. As source code is checked in, a check in
document is provided to the client showing the objects being checked for the
change, as well as the version of each object.
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
Milestone Utility Services, Inc. Confidential and Proprietary
33
How Milestone Assists Ventyx Banner/Customer Suite CIS Customers
Describe projects you have completed for other Ventyx CIS (or Banner) clients or your solutions for
problems they have encountered.
MUSI Response:
Milestone Utility Services (MUSI) has extensive experience in supporting multiple clients on the Ventyx
Banner/Customer Suite CIS system. We are providing maintenance, support and enhancements for
many customers running Ventyx CIS for the past 11 years. MUSI has made many defect corrections and
troubleshoots base system issues. We follow Proven Methodology and processes to expedite the
process in the most cost effective way.
MUSI’s technical team provides multiple services, for example, DBA services, conducts performance
tuning, and designs portals. MUSI has performed the technology upgrade for ONEOK, NV Energy and
Portland General Electric, City of Seattle, and Martin County. MUSI performed key roles in the
technology upgrade for Vectren and Atmos Energy. MUSI has successfully completed all the technology
migration projects it has started. In addition, some of the Milestone staff were the key architects in the
creation of the 4.0 version while at SCT/INDUS, so we are uniquely qualified to deliver the support and
solutions to City of Fort Collins.
MUSI has performed and participated in several 4.x Customer Suite Upgrade projects; for example
Connexus Energy, City of Charlotte, City of Longmont to version 4.2.1, and most recently Martin County
to version 4.3. Upgrade projects follow a proven Project Methodology and are full scope projects that
include training, analysis, testing, and go-live support. Milestone’s participation can vary from assisting
with staff augmentation to managing a full scope project.
Milestone has been engaged to design, develop specifications, implement, test, and provide go-live
support for multiple interface solutions between various applications and the Ventyx products, such as,
Maximo, PragmaCAD, Advantex, Cash Reconciliation, LexisNexis Identity Verification, MDM, etc.
Milestone resources played the role of Functional Lead for the Service Suite implementation at City of
Charlotte. In this capacity, we made all rule changes to make Customer Suite ready to communicate
with SDMI/Service Suite. We also developed and modified Service Suite forms using the Compose Tool
provided with the Service Suite product and led the client’s system testing.
Additionally, there are several of our non-Customer Suite clients using Oracle CC&B. MUSI is in the
position of supporting and implementing other applications in addition to Banner/Customer Suite.
Milestone consultants would be able to assist with non-Banner/Customer Suite CIS implementations if
City of Fort Collins decides to move away from Banner/Customer Suite in the future.
MUSI has developed many enhancements and provided many solutions for customers. The projects
have ranged from 40 hours to 4000 hours. The following lists some of the major projects and
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
Milestone Utility Services, Inc. Confidential and Proprietary
34
enhancements that MUSI has delivered to our clients:
Service Request MUSI Solution Description
Advantex, Cash
Reconciliation
Implementation Project
4.0 Advantage Implementation of Advantex, Cash Reconciliation –
Reconcile cash from multiple sources to ensure all payments have
posted in Banner and the utility bank account. Milestone also
participates in upgrades of the Advantex system.
AMI Projects Milestone plays a key role in AMI projects. Conducting complex
billing analysis for solution that meets the requirements.
MUSI was the Banner vendor for NVEnergy's Advanced Service
Delivery project. This project was replacing the majority of
NVEnergy's meters with AMR/AMI capable meters. NVEnergy chose
the ITRON Enterprise Edition for the MDM vendor and SOA
Enterprise Integration Framework (SEIF) as the middleware vendor.
MUSI provided the project with the overall project functional
architect. In addition to playing a critical role designing the overall
solution; MUSI developed several complicated interfaces and
enhancements in support of NVEnergy's requirements:
- Upload register readings from the RNI
- Two way interface with the MDM for Billing Determinant
Information from the MDM
- Modified all Banner meter readings forms & processes to allow
entry of time and date
- Developed exception processing
- Modified UBAMBCA and UBAQUCK for billing requests on the
MDM
- Not Prorate readings from the MDM or RNI
- Remotely Connect / Disconnect services for AMR Meters.
Additionally, MUSI augmented NVEnergy's staff with tester and test
leads during the different phases of the project. MUSI provided and
continues to provide production support and enhancements to the
functionality delivered during the ASD project.
In addition to the ASD project with NVEnergy, MUSI has worked on
AMR projects with ONEOK and City of Charlotte where remote
reading / communication devices were installed and maintained on
meters. These devices are captured in Banner and sent down to the
Meter Reading software (ITRON MVRS in both cases). As the
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
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Service Request MUSI Solution Description
communication devices were removed or replaced, these updates
are uploaded back to Banner and updated on the meter record.
Archive/ Purge Implementation
MUSI assisted NVEnergy retrofit Ventyx’s Archive/Purge
enhancement into the NVEnergy’s 2.2.2.1 version of Banner.
NVEnergy has a highly customized version of Banner and MUSI
assisted NVEnergy. Milestone provided NVEnergy with technical
resources for programming the enhancement and defect corrections
as well as augmented the clients testing team.
Additionally, MUSI personnel have previously worked with the
Archive/Purge enhancement prior to their employment with MUSI.
Red Flag / Customer Sensitive
Data Enhancement
Project that included data masking of customer’s personal and
financial data elements in Banner prior to release 4.1
Auto Budget Bill Customization Customization that automated budget billing where a predefined
amount is provided on monthly bill and when customer pays this
amount the account is then automatically enrolled in Budget billing.
Rate Migration Enhancement Developed an enhancement that will check the type of customer and
customer billing history and change the rate for the customer on a
monthly basis. This ensured that the customer is always on the
appropriate rate for their class of service. Additionally, stored
history so cancel / rebills could capture the right rate to rebill.
4.1 Application Server
Optimization
Performance analysis and tuning of application server to
optimization of 4.1
Cash Balancing Enhancement Created a central database for a multi-state / multi company utility
where all cash payment files are fed into prior to being uploaded
into Banner. Allowed the utility to balance all files received from the
individual utility companies versus the cash posted in Banner and
ultimately fed to the GL System.
IVR Web Interface For several utility customers, MUSI has developed several complex
interfaces from the customer self-services web sites and telephony
systems allowing customers to create turn off orders, payment
arrangements, phone checks, check balances, program enrollments,
previous payments, etc.
MicroFocus COBOL
Replacement
Milestone has migrated several customers from the expensive
MicroFocus COBOL to a more affordable IBM COBOL compiler.
Rate Case Automation
Enhancement
Automated rate changes based on a rate case – changing all
associated rate codes that are covered under one specific rate case.
Delinquency Multi-Stream
Enhancement
Developed a Multi Stream Solution for Delinquency to run multiple
streams of Delinquency to shorten the batch run time. This has been
done for multiple utility customers.
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RFP 7486 Utility Customer Information System Consulting
Milestone Utility Services, Inc. Confidential and Proprietary
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Service Request MUSI Solution Description
Financial Reporting
Enhancement
Built custom data marts for financial reporting (allows quicker access
to End of Month Reports). Created extracts of customer financial
data in Banner to be loaded into the reporting database.
Service Orders / Meter Reading
/ Billing Enhancements
Developed enhancements in various areas of the system (service
orders, billing, meter reading, etc). On Cycle Transfer / Succession
Service Orders / Auto Close Orders, Lexus/Nexus Interface for
Identity Verification, Fixed Price Payment Arrangements, Extensive
Dereg Modifications – OH, EndPoint Link Pro Interface for both
Water and Gas utilities, Business Post Date Implementation,
PragmaCAD Implementation Designed, developed and implemented an interface between Banner
and PragmaCAD and managed the implementation of PragmaCAD
that brought 3 Gas companies together as one with 3 different go
lives.
PragmaCAD Interface with
Banner 4.1
Interfaced Banner/Customer Suite 4.1; designed, developed, and
implemented an Appointment Window for service orders to
interface PragmaCAD with Banner 4.1 at Water Utility.
Banner/Customer Suite
Upgrade to 4.3 & Disaster
Recovery
Milestone installed and configured a disaster/backup program for
customer’s Utility Department’s Customer Information Software
(CIS) and worked with the Client on the Ventyx Customer Suite
migration to version 4.3 which included installing and configuring
Oracle Fusion Middleware to run CS 4.3.
Banner/Customer Suite
Upgrade from 3.2 to 4.2.1
Full scope project management, including training, testing, go-live
support, etc. Reduced the number of customizations and change
business practices to take advantage of the updated functionality
that the latest version provided. This in an effort to keep them closer
to a current base system.
Customer Web Self Service
Project
Account Center Upgrades – Customer Web Self Service upgrades
Defect Corrections of Base
Banner
Provide defect corrections for the base product; and for customized
areas of the system for several customers.
Disaster Recovery Project Developed Disaster Recovery and Backup Architecture for multiple
customers.
Electronic Work Management
Implementation Project
MUSI played a key role in the implementation of customer’s EWAM
(Electronic Work Management) project.
Enhancement Zero Charge Suppression
FACTA Enhancement FACTA – Provided functional and technical resources to hide
sensitive customer data (such as SSN, Bank Account, etc.)
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Service Request MUSI Solution Description
Interface - GIS Developed GIS interface.
Interface - Maximo Work Order
Management
Developed Interfaces between Banner & Maximo Work Order
Management System.
Load Balancing Developed load balancing procedure for the production application
server for several customers.
MDM Project Consulting Key role assisting with the Advanced Service Delivery (ASD) project.
Provided technical support and functional lead role in the design of
the modifications needed to interface the MDM to their CIS system.
Also provided testing support.
Multi Streaming Enhancement Developed a Multi Stream Solution for Delinquency for several
customers. Multi streaming of Major Process (Billprint , Charge Calc,
Payment Application, Credit Balance Application, Delinquency).
HP Unix to Oracle RAC Migrated to Oracle RAC from Hp Unix (Developed Architecture,
Migration Process and Migrated to Oracle RAC)
Oracle Technology Upgrades Developed and Executed test cases for system testing of Technology
Upgrade for several customers.
Oracle - Oracle 6i Forms to 9i
(9.0.4) Forms
Full Scope Oracle Technology Upgrade from Oracle 6i Forms to 9i
(9.0.4) Forms
Oracle - Oracle 9i Forms to
10g(10.1.2.0.2) Forms
Full Scope Oracle Technology Upgrade from Oracle 9i Forms to
10g(10.1.2.0.2) Forms
Oracle Database Upgrade 9i to
10g
Full Scope Database Upgrade from Oracle 9i to 10g
Oracle Application Server Installed and configured production Oracle application servers for
several customers.
Oracle Technology Upgrades Oracle Technology Upgrade from Oracle 6i Forms to 10g(10.1.2.0.2)
Forms and Oracle Database 9i to 10g Database. Developed and
Executed test cases for system testing of Technology Upgrade.
Oracle Upgrade - 10 g Forms to
11g
Participated in the technology upgrade on version 2.2.1.5 of Banner.
Oracle 10g to 11g 10g Forms / 11g DB Banner Uplift.
Oracle Technology Testing Developed and Executed test cases for system testing of Technology
Upgrade.
Oracle Forms Upgrade Oracle Technology Upgrade from Oracle 9i Forms 10g(10.1.2.0.2)
Forms
Oracle 9i to 11g Database Upgrade from Oracle 9i to 11g
Oracle Application Server Installed and configured production Oracle application servers
(10.1.2.0.2).
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RFP 7486 Utility Customer Information System Consulting
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Service Request MUSI Solution Description
Oracle Upgrade Oracle Technology Upgrade from Oracle 6i Forms to 10g(10.1.2.0.2)
Forms
Oracle Upgrade 9i to 11g Database Upgrade from Oracle 9i to 11g
Oracle Application Servers Installed and configured production Oracle application servers
(10.1.2.0.2).
Oracle Technology Assessment Conduct Oracle Technology Assessment
On-Site Production Support Provide onsite support for the Production CIS systems.
Budget Billing Enhancement Enhancements, such as customer sensitive data and auto budget
enrollment.
Production Support &
Maintenance
Providing Banner Maintenance and Production Support Contracts
with several customers.
Rates Enhancement Consulting Services for Rate Migration (Best Practices)
Rates Enhancement Rate Case Automation
Reporting Enhancements Built custom data marts for financial reporting
Smart Grid Project Consulting Key consulting role in Smart Grid Project
UBAMBCA Enhancement UBAMBCA Modifications (Multi-Period Adjustments)
Hp Unix to Oracle RAC
migration
Migrated to Oracle RAC from Hp Unix (Developed Architecture,
Migration Process and Migrated to Oracle RAC)
Oracle Technology Upgrade
Provided DBA Services.
Developed and Executed test cases for system testing of Technology
Upgrade.
Oracle Technology Upgrade
from Oracle 6i Forms to 9i
(9.0.4) Forms
Oracle Technology Upgrade
from Oracle 9i Forms to
10g(10.1.2.0.2) Forms
Database Upgrade from Oracle
9i to 10g
Installed and configured production Oracle application servers.
Developed load balancing procedure for the production application
servers.
Developed and Executed test cases for system testing of Technology
Upgrade.
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
Milestone Utility Services, Inc. Confidential and Proprietary
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Service Request MUSI Solution Description
Oracle Technology Upgrade
from Oracle 6i Forms to
10g(10.1.2.0.2) Forms and
Oracle Database 9i to 10g
Database.
Developed and Executed test cases for system testing of Technology
Upgrade.
10g Forms / 11g DB Banner
Uplift
Technical upgrade project - developed and executed test cases for
system testing of Technology Upgrade.
Oracle Technology Upgrade
from Oracle 9i Forms
10g(10.1.2.0.2) Forms
Database Upgrade from Oracle
9i to 11g
Installed and configured production Oracle application servers
(10.1.2.0.2).
Developed load balancing procedure for the production application
servers.
Oracle Technology Upgrade
from Oracle 6i Forms to
10g(10.1.2.0.2) Forms
Database Upgrade from Oracle
9i to 11g
Installed and configured production Oracle application servers
(10.1.2.0.2). Developed load balancing procedure for the production
application servers.
CSR Portal Enhancements Modified the CSR Portal to Include links for Google Maps and Credit
Card Link. Modified CSR Portal to use Auto Portal Login.
Upgrade to 4.0.2 and
implementation of Service Suite
Business Process Analysis
Migration and Batch Testing
Design of Custom Modifications
Itron EndPoint Link
Implementation
New implementation, Design and Project Management for Itron
EndPoint Link Implementation
Rate Refund Enhancement Created a module for Rate Refund outside Banner.
Developed New Processes and Forms without touching the Base
Processes and Forms
Disaster Recovery Solution Developed Disaster Recovery and Backup Architecture for multiple
customers.
EWAM Implementation Project MUSI played a key role in the implementation of customer’s EWAM
(Electronic Work Management) project.
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
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MUSI is working with the Ventyx customers where the database size is more the 3 Terra bytes with more
than 1.5 million customers in each database. On the other hand, MUSI is also working with clients that
have 30,000 customers using Customer Suite to bill their customers.
MUSI understands that many of the needs of each of these types of clients are different, however, at the
end of the day, meters need to be read, bills need to go out, and trucks need to roll to customer
premises locations on a timely basis. Milestone understands the commonalities that utilities share, in
addition to the unique challenges those customers face using the Ventyx software.
Milestone is confident that we have the team of consultants, expertise and skillsets needed to assist City
of Fort Collins with customizing Java Server Pages, customizing Oracle Portals related to Ventyx CIS,
upgrading and customizing Oracle technology Forms and Reports from 10g to 11g; upgrading the Fusion
Middleware and application servers. Milestone can advise and troubleshoot configuration of Oracle
Application Server and Web Logic, troubleshoot Oracle messages, troubleshoot issues with 4.x versions
of Ventyx Banner/Customer Suite CIS from a functional and technical level. Milestone is experienced
with 4.x upgrades managing full scope projects in 4.1, 4.2 and 4.3. Milestone has designed, developed
and implemented interfaces to Work Management applications, Service Order applications, and Meter
Data Management applications.
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
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Section 5: References
Provide two references that used your firm's services within the last two years. Ventyx CIS (or Banner)
customers are preferred.
MUSI Response:
To meet the requirement of this proposal, Milestone is pleased to provide the two references below.
Milestone has many references to support the work described in the proposal that meets the needs of
the City of Fort Collins in this RFP 7486; and will gladly supply additional references upon request.
Reference 1
Client name Martin County Board of Commissioners
Location of installation Stuart, FL
Contact name Heidi McNabb
Contact title Systems Analyst
Information Technology Services
Martin County Board of County Commissioners
Contact telephone number 772-221-1463 (o)
Contact fax number NA
Contact email address hmcnabb@martin.fl.us
Customer base 26,575 Residential, 1,714 Commercial
Services provided Water/Wastewater
Brief description of the engagement Milestone provided upgrade services required to move
Banner/Customer Suite from 4.2 to 4.3 and upgrade the
Oracle technology to 11g. This includes all functional and
technical upgrades, customizations, enhancements, and
interfaces.
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
Milestone Utility Services, Inc. Confidential and Proprietary
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Reference 2
Client name City of Longmont, CO
Location of installation Longmont, Colorado
Contact name Melva Douglas
Contact title Utility Billing Manager
Contact telephone number 303-651-8656
Contact fax number 303-651-8590
Contact email address melva.douglas@ci.longmont.co.us
Customer base 45,000
Services provided Electric, Water, Sewer, Solid Waste and Storm Drainage
Brief description of the engagement Customer Suite migration from 3.1 to 4.2.1 completed in
Q1 2012.
Milestone Utility Services, Inc. Reference Guideline
Milestone believes that the information included proves the success we have with our customers. Out of
appreciation and respect for the confidential nature of our client relationships and at their direct,
expressed request, Milestone respectfully requests that all related reference activities (calls and/or
visits) be handled through Milestone’s Business Consultant, Linda Lee Lukas, at 803-960-1487 or
Llukas@musiusa.com.
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
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Section 6: Customer Support and Rates
Contacts and Procedures
Provide the name of the person responsible for coordinating tasks between us.
MUSI Response:
For overall account management, Linda Lee Lukas is the primary point of contact; and
responsible for large project Service Request Proposals.
For day-to-day service requests for customer support, troubleshooting, etc., City of Fort Collins
should contact Frank Anderson who will handle distribution of all work to the appropriate point
of contact. Based on the daily demands, Frank will likely assign a designated point of contact in
Customer Support to manage the requests to troubleshoot defects, triage problems, and
communicate the status of priority issues.
Describe how service requests are handled between you and us.
MUSI Response:
The City will report issues and Project Change Requests (PCR’s) to the contact point from MUSI. If the
City uses a defect tracking system, then it would be best if the assignment came via that system for the
City’s tracking purposes. Regardless of how the issue is assigned, the issue will be logged into MUSI’s
defect tracking system.
For PCR’s and System Changes: MUSI will review the request and work with the City to understand the
requirements. An approach document will be developed that will outline the changes. The approach
document will be reviewed with the City to ensure we are both on the same page about the high level
design. The approach document will be estimated and the estimate will be provided to the City. If the
estimate is approved, then MUSI will begin writing a functional specification. This will be in much more
detail than the Approach. The functional specification will be reviewed with the City and updates will be
made. Once the City approves the functional specification, MUSI will begin the coding and unit testing.
MUSI will develop the code in the City’s development environment. MUSI Functional resources will
develop a test case and once the coding is completed and applied to the development environment,
testing will begin. Completed test cases will be delivered to the City. After testing has been completed,
the MUSI technical lead will package the code and deliver it to the City for Check In. Once the code has
been checked in and applied on the City’s testing environment, MUSI will provide testing and technical
support on the modification as needed by the City.
April 3, 2013
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For Defect Corrections: MUSI will triage the problem and work with the contact from the City to better
understand the issue and the conditions surrounding the problem. MUSI and the City will agree to an
estimated number of hours for triaging the issue. A MUSI resource will attempt to recreate the issue in
a testing environment. If the issue can be recreated, then the information will be documented and a
programmer will be assigned to correct the issue. MUSI will then estimate the changes required
including coding, unit test and functional test. If the City approves the hours, then the development will
begin. Once the issue is corrected and the code is applied to a testing environment, an MUSI tester will
test the fix and document the testing results. The Technical Lead will package and check the code in
with the City. MUSI will additionally provide the testing results for the City to review. MUSI technical
and functional resources will also support the City’s testing effort as necessary.
Level of Support for Defects, Error Corrections, and Production Issues
Milestone provides a dedicated point of contact on a 24 x 7 basis to log issues with; and a dedicated
team of resources to solve problems and support the Banner/Customer Suite system. The resources will
include DBA’s, Functional Analysts, Technical Analysts, etc. MUSI then triages and fixes production
problems.
The following are a list of the types of support feature services provided by our consultants:
• production system issue triage
• logging and tracking reported defects and issues
• prioritization, management and reporting the disposition of all defects and issues
• perform defect and issue analysis and triage to resolution point
• prepare defect correction documentation for technical staff
• code correction of defects
• unit testing of defects
• versioning of all defect code corrections
• package and deliver code corrections
• maintain current version of source code utilizing 3rd party management tool
• ensure database and system performance through Database Administration Services
• provide ad hoc report services and interface support
Priority Support
Milestone provides the response times indicated in the table below. Priority indicates the level of
criticality of the error/defect. In providing the Services, Milestone shall prioritize and complete the
Services, for each component Service requested, by the Time for First Correction and, if needed, the
Time for Final Correction, as denoted below.
Priority/Severity Time for First Correction Time for Final Correction
Priority 1-Severity 1 Eight (8) business hours Ten (10) days
Priority 1-Severity 2 Eight (8) business hours Thirty (30) days
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Priority/Severity Time for First Correction Time for Final Correction
Priority 1-Severity 3 Twenty-four (24) business hours Three (3) months
Priority 2 Thirty (30) days 120 days; if error time critical,
Priority 1-appropriate severity
level applies
Priority 3 No deadline/correction as
possible
No deadline/correction as
possible
“Time for First Correction” is the total time between notice of an error/defect and the introduction of at
least a temporary fix for the error/defect, if not the permanent fix.
“Time for Final Correction” is the total time between notice of an error/defect and the completion of a
permanent fix for the error/defect.
“Priority 1-Severity 1” means an error such that the Software is not functioning; and Customer is unable
to bill its customers.
“Priority 1-Severity 2” means an error in a time sensitive or mission critical function, e.g. payment
application not operable, inability to perform budget billing, or an error precluding operation of the
charge calculation process, or an error in the batch process function, e.g. inability to run the nightly
batch window.
“Priority 1-Severity 3” means an error rendering mission critical applications partially inoperable, e.g.
some accounts not completing billing, or inability to complete budget billing for some accounts.
“Priority 2” means an error that is not time critical, e.g. bad debt function not working, monthly GL feed
not working.
“Priority 3” means an error that is cosmetic and not related to an important function, e.g. error in
documentation, error in on-line help function.
Service Requests for Enhancements, Modifications, and Upgrades
If City of Fort Collins submits a service request for an enhancement, modification, upgrade to the CIS,
technology upgrade, or implementation of a new interface, MUSI will estimate the hours to develop
and implement the service request and submit to City of Fort Collins for approval. Once approved, the
work will be started within 2 weeks.
Assumptions:
1. City of Fort Collins will be responsible for procuring any necessary software or hardware
required for a 4.x upgrade.
2. City of Fort Collins has ownership of all source code for their current Banner installment;
additionally City of Fort Collins owns production runtime licenses for any compilers or
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development tools used in the source code development of the Banner application and these
licenses are not contingent on City of Fort Collins relationship with a software vendor.
3. City of Fort Collins will provide a development environment with data recently cloned from
Production. MUSI will develop corrections and enhancements in this development
environment, and therefore will need complete access to apply forms, processes and database
objects.
4. City of Fort Collins will provide MUSI with remote access to any Banner or Customer Suite
environment to be supported by MUSI. This includes the front end application, as well as the
servers and database. MUSI will be able to access and utilize other applications such as
document repositories, defect tracking, log/lis file viewers, etc.
5. City of Fort Collins provides project team with knowledge of current installation and business
processes (or access to them).
Rates and On-Site Reimbursable Expenses
State hourly rates for resources fitting in the categories mentioned in Scope of Work below. Also,
state any reimbursable expenses given a request for the consultant to be on-site.
MUSI Response:
Most of the work related to the Scope of Work in this RFP requires various resources from the below
group of Consultants.
Since this Proposal is based on a one year Consulting Service contract, Milestone would like to offer a
blended rate of $135 per hour for all Consultants used on various projects during this contract period.
Below is the standard hourly rate for Milestone’s consultants:
Consultant Blended Hourly Rate
Principal Architect Consultant $135
Principal Technical Consultant $135
Senior Oracle DBA $135
Senior Technical Consultant $135
Project Manager $135
Principal Consultant $135
Functional Consultant $135
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Travel Expenses
Travel to be on-site is at the request of City of Fort Collins. Travel & Living expenses, such as airfare,
hotels, meals, rental cars, and other types of transportation, will require City of Fort Collins’
preapproval before booking travel, and will be billed as incurred. Travel is not usually required when
working remotely as long as the consultants are able to gain adequate access.
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Section 7: Milestone Team Resumes
The Milestone Team member(s) would be pulled from this list of functional and technical resources for
City of Fort Collins as needed based on the Service Request. Resumes are attached for each resource.
Ram Kasarla - Principal Architect Consultant
Periasamy Chithan – Principal Technical Consultant
Joshy Plakal – Principal Technical Consultant
Giridhar Madhavareddy – Senior Technical Consultant
Anil Kumar Mittamidi – Technical Consultant
Dwayne Bishop – Project Manager
Edith Mercado - Principal Consultant
Frank Anderson – Principal Consultant
Katherine Jeffrey – Consultant
Brian Menard – Consultant
XSLT/XFORMS – Developer
NextAxiom – Developer
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Resume: Ram Kasarla, Principal Architect Consultant
Pembroke Pines, FL-33028
Work: (954) 478-9447
E-mail: rkasarla@milestonessi.com
SUMMARY
Over Fifteen years of experience in analyzing, designing and developing database management systems
using Oracle 6.x/7.x/8.x, Developer 2000 (Release 1.2/2.x), Forms9i, Forms10g and Pro*C.
Over three years of experience in installing and configuring Oracle Application server (9.0.4.2 and
10.1.2).
Modified and enhanced the Banner web 4.0 portals and configured App server for production
environment.
Over Fifteen years of experience in the Utility Industry Developing Customer Information Systems and
Billing Modules. Extensive experience in implementing Customer Information systems and Billing
Systems for Utility companies and very good knowledge of various aspects in Utility Industry such as
Deregulation, Electronic Data Interchange (EDI), Billing, Work Orders , Meter Reading, Bad Debt,
Batch Process setup.
Extensive Experience in installing and maintaining Oracle Application server 9.0.4 and
10g. Extensive Experience in Installing Banner 4.0
Excellent Interpersonal, Communication, leadership and programming skills and a very good team player.
Good experience in evaluating and understanding user requirements with a positive approach.
SKILLS
Operating Systems: UNIX, Windows NT/2000, Windows 98/95/XP.
Languages: C, C++, Pro*C, SQL, PL/SQL, HTML, JavaScript, Java
Databases: ORACLE 6.0/7.x /8.x/9i/10g,11g
Hardware: AIX 4.3.3, Windows 2000 Advanced Server, HP-UX B.10.20, RedHat-Linux
6.x/7.x, SCO OPEN SERVER, NOVEL NetWare 3.2, IBM DOS LAN
SERVICES, and MS-DOS.
Tools: Oracle Developer Suite10g Forms, Oracle 9i Forms/Reports, Developer
2000,
SQL*Forms 3.0, SQL*Loader, Visio.
EXPERIENCE
Sept 2003 – Present Milestone Software Solutions, Inc.
Played a critical role in implementing Banner CIS System across all three ONEOK utility companies
(Texas Gas, Kansas Gas, and Oklahoma Gas)
My Responsibilities are:
Helping city of Seattle to upgrade the database from 9i to 11g release 2
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Helping city of Seattle in developing the Production architecture for oracle application
server 10g
Upgraded Oracle Application server from 9.0.4 to 10.1.2.0.2
Upgraded database from 9i to 10g
Designed and Installed Oracle Application Server and Installed Banner 4.0 for Production
Environment with Load balancing architecture.
Developed Custom forms in Oracle 10g and Migrated Oracle Forms from previous version
Developed the Interface to Enable Screen Popup on Banner 4.0.
Involved with conversion team when developing programs and data mapping to convert
financial data from legacy system to Banner.
Involved with conversion team to validate the Financial, Meter and service related data after
conversion.
Developed scripts to correct the financial data after conversion
Example (Correcting the Deposits related data to match with open item data, Loans and
Updated the GL Class Codes depending on the rate configuration).
Developed scripts to identify problem accounts after conversion to balance Banner financial
data to legacy financial data.
Developed Robust Financial Data warehouse for Revenue Analysis at the general Ledger
level and account level.
Developed AR Data warehouse to analyze Balances at account level.
Created scripts to correct Budget accounts after conversion
Involved in providing data fixes after Production to clean up the data.
Developed the interface between Banner and Oracle Financial GL system
Developed Rate Check Program to compare the Billing data between Legacy and Banner.
Involved in Identifying business requirements and processes
Involved in Identifying and implementing new functionality for existing systems.
Developed an Application to view the historical financial data from the old system.
Developed an Application to Cancel / Rebill Transitions for periods billed in Old System.
Developed API’s for IVR and Web interfaces.
Designed and coded Data marts to store Historical Service orders and Revenue Transactions.
Leading the technical team to develop custom reports and interfaces.
Involved in requirement gathering and functional design for customization of Banner software.
Designed and developed various interfaces / Reports / Conversion Programs.
Conversion of data from 5 legacy systems to Banner.
Developed the interface between Banner and Oracle Financial GL system.
Involved in tuning the Application and some major processes to reduce the Batch window processing
time.
Involved in providing data fixes after Production to clean up the data.
Involved in implementing Mobility Interface to Banner.
Involved in development of Detail Implementation Plans.
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Developed Pro*C Programs and Packages using Dynamic SQL to run PL/SQL Packages (custom
Jobs) from Banner Job Submission.
Jun 2002 –Aug 2003 Milestone Software Solutions, Inc.
Played a critical role in implementing Banner CIS System across all three Vectren utility companies
(Southern Indiana Gas and Electric Company -SIGECO, Indiana Gas Company - IGC, and Dayton Power
and Light - DPL)
My Responsibilities are: -
Leading the technical team to develop custom reports and interfaces.
Involved in developing programs and data mapping in 3 Banner Conversions
(SIGECO, IGC, DPL)
Developed Margin Analysis Model to Keep Track of Consumption and Revenue
Developed Program to Identify Accounts which are not billing
Developed Programs to Correct Service History, Consumption History (Meter / Service
Related Data) after conversion.
Developed the interface between Banner and Oracle Financial GL system.
Developed Programs to Corrected Converted Bad Debt Data.
Involved in requirement gathering and functional design for customization of Banner software.
Designed and developed various interfaces / Reports / Conversion Programs.
Conversion of data from 3 legacy systems to Banner.
Developed the interface between Banner and Oracle Financial GL system.
Involved in setting-up the Banner system security.
Designed and developed other modules to support Ohio State Sponsored assistance programs (PIPP).
Involved in tuning the Application and some major processes to reduce the Batch window processing
time.
Involved in providing data fixes after Production to clean up the data.
Involved in implementing MDSI Interface to Banner.
Involved in development of Detail Implementation Plans.
Developed Pro*C Programs and Packages using Dynamic SQL to run PL/SQL Packages (custom
Jobs) from Banner Job Submission.
Involved in Identifying business requirements and processes
Involved in Identifying and implementing new functionality for existing systems.
Developing Call center support and procedures
Working with Data-Centers to establish process parameters.
Involved in the Design of Archive and Purge process for Banner.
Developing the interface to an external meter inventory system
Special Achievement: Recognized as “MOST VALUABLE PLAYER” by Vectren and IBM for the CIS
project.
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Jan 2000 – Jun 2002 IBM Global Services., Dallas ,TX
Same as Listed above for Milestones Professional Solutions, Inc
Jan’96 – Dec 2000 SCT Utility Systems, Inc., Columbia, SC
SCT Banner CIS system is an end-to-end application for the Utility Industry. Performing as a Senior
Technical Lead
Involved in design and development of various modules to support deregulation of utility industry,
Electronic Data Interchange (EDI).
As part of Professional services team designed and developed time critical enhancements and
customization of various Banner modules like UCAD Interface, Automation of Service Orders (Work
Orders). Worked at various client sites in all stages of implementation and involved in many Go-Live
Situations. Involved in Data conversion and correction process of external system into Banner CIS
during pre & post implementation. As a Standards Committee member, was involved in evaluating
and setting, standards and guidelines for the entire development life cycle of a project.
As part of Research and Development, involved in design and development of various major modules
like Bill Print, Master Bill Print, Bad Debt, Credit Balance Application, Payment Application for
Banner CIS.
Successfully implemented many projects as a Lead and team member. As a Lead, was responsible to set
high standards for the Team as well as attain the task of completing the project in time.
Successful Banner Clients worked with
City of Richmond, Orlando Utilities, PGE Energy Services, The New Power Company
(TNPC), UtiliPro, Select Energy, Citizens Gas and Coke, Southern Connecticut Gas,
City of Wichita, City of Charlotte.
Special Achievements: “Gem Award “ and the “Emerald Award” for exceptional service provided
for clients in utility industry.
Aug’ 94 – Jan’ 96 Software Constancy Group
Developed a user-friendly application for inventory and human resources management using Oracle
7.0 running under HP Unix, Oracle Forms 4.5 and Oracle Reports 2.5 running under MS Windows
95. User friendly data entry screens from maintenance forms to complex processing forms were
developed using Oracle Forms 4.5 and reports were developed using Oracle Reports 2.5. This
application has been developed to keep track of the employees of the company along with the title,
salary, number of dependents, etc. Various features of Oracle Forms such as property classes, visual
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attributes, stacked canvas views etc. were extensively used in the implementation of this project.
Database procedures and triggers have been developed using PL/SQL to enforce business logic at the
database level.
Hospital Information System using Oracle 7.0, SQL*Forms 3.0, SQL*ReportWriter, Pro*C, SCO Unix
Database of in-patients had to be maintained, keeping track of their next appointments with the doctor
and their billings. Each patient was given a unique identification number. Information on doctors
and their patients was stored in the database and forms were developed using SQL*Forms. The case
history of patients could be accessed from the database with the aid of their identification number.
Reports such as x-rays were tagged with a unique identification number and this information is stored
in the database for cross referencing. Special forms were developed for patients with discount cards,
insurance policies etc.
Library Information System using Oracle 7.0, Forms 4.5, Reports 2.5, SCO Unix
This system has been developed to maintain information about the book catalog of the library. Book
collection has been divided into various categories. This system allows the library to enroll new
members, maintain existing members, check-in and check-out of books, automatic updating of
availability of books, generation of overdue notices, monthly report of books currently check out, etc.
Stock Portfolio Management System using Oracle 7.1, Forms 4.5, Reports 2.5, Graphics 2.5, SCO Unix
This system has been developed to facilitate stockbrokers. It is used to maintain the current status of
a wide variety of stocks. Timers have been used to refresh stock information at specified intervals.
Database links have been used to fetch data from remote sites spread across a Wide Area Network.
Oracle Graphics 2.5 has been used for pictorial depiction of data. User exits have been used to
generate complex reports written in Pro*C.
Aug’ 93 – Aug’ 94 Frontier Information Technologies
Responsibilities included developing algorithms, debugging code, customer support and software
development for several projects as explained below:
Banking Software using C and SCO Unix
An application was developed to handle the day to day operations of a Bank. Users can enroll new
customers, perform deposits and withdrawals, process loans, and store other relevant data. Modules were
developed to generate detailed transactions performed by each teller. Procedures were developed to
balance the transactions under different General Ledger codes. Efficient algorithms were developed using
Binary trees, Linked lists, stacks and queues.
EDUCATION Bachelor of Engineering (Computer Science), Mysore University, Davangeree, India
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Resume: Periasamy Chithan, Principal Technical Consultant
Columbia, SC
(803)348-7823
pchithan@milestonessi.com
SUMMARY
Over Nineteen (19) years of experience in analysis, design and implementation of various software. Over Sixteen (16) years in
design and implementation of SCT/Ventyx/ABB Customer Information System (Banner) for Utilities. Proficient in Oracle
Forms 10g/11g, PL/SQL 10g/11g, Oracle Application Server 10g and C.
SKILLS/TOOLS
Operating Systems : Linux, Red-Hat, AIX, HP-UX, Solaris, Windows XP/Windows 7, Windows 2003 Server.
Languages: C, PL/SQL, Java, JSP.
Databases: Oracle 10g/11g, MySQL.
Tools & Utilities: Oracle Forms 10g/11g, Oracle 9i/10g/11g Application Servers, Perl, Unix Shell Script.
EXPERIENCE
Milestone Utility Services Inc. FL June 2007 - Present
Principal Consultant
Assist clients in the implementation of ICS products.
Assist in client requirements analysis process.
Advise client on business process change and/or system modifications.
Prepare labor estimates and Calendar Time schedule estimates for the cost of system modification(s).
Assist in functional analysis and design by identifying, analyzing and documenting customization specifications. This includes
assisting in functional specifications for system modifications.
Manage the design/development cycle from Technical Design documents to the delivery and install of the system modifications
to the client.
Assist clients install/configure Oracle Application Server to deploy Oracle Forms/Reports.
Assist clients migrate Oracle Application Server from 9i to 10g/11g, including exporting and importing Portal data using
Transport Sets.
Assist clients migrate ICS from Client-Server/6i/9i to 10g/11g Application Server.
Assist clients optimize their Database and Application for high throughput.
Assist clients choose/implement various third party interfaces to ICS products.
NVE Projects
Rate Case Automation 1 – 3
Lead the Milestone team for 10g Uplift
Lead the MF COBOL to COBOL-IT Conversion
ASD Project
CCS/EWQ Letter Generation
Invoked in design of Data Purge for Legal Requirement
Ventyx, Inc. Columbia, SC April 1996 – May 2007
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Principal Technical Consultant
Assist clients in the implementation of ICS products. Clients include electric, gas, water, and garbage utilities.
Assist in client requirements analysis process.
Advise client on business process change and/or system modifications.
Prepare labor estimates and Calendar Time schedule estimates for the cost of system modification(s).
Assist in functional analysis and design by identifying, analyzing and documenting customization specifications. This includes
assisting in functional specifications for system modifications.
Manage the design/development cycle from Technical Design documents to the delivery and install of the system modifications
to the client.
Evaluate ICS product performance and modify the product if necessary to meet the performance objectives.
Involved heavily in ICS 4.0. Was part of the original designers/Lead of Ventyx CIS 4.0. Also lead a team as part of the Ventyx
CIS 4.1 Project.
Involved in installing and configuring Oracle Application Servers to integrate with Ventyx CIS.
Assist clients optimize their Database and Application for high throughput.
NIIT Ltd. India February 1995 – February 1996
Senior Systems Executive
Assist clients in the Development and implementation of system software to meet their requirements.
Designed and Developed Translator to automatically port COBOL Code from VAX to Unix for Sema Corporation, UK. Also
ported C Libraries from VAX to Unix.
Developed On-Line Query to query LVAT Audit System for the Royal Thai Government, Thailand.
Rane (Madras) Ltd. India May 1993 - February 1995
Programmer
Developed key modules for the Sales System such as Budgeting, Scheduling and Sales Order Processing including Invoicing and
Sales Returns.
Developed and maintained their Automobile parts Production System like Bill of Materials, Production Schedule, Rejection and
Rework Analysis and Operation Standard Man Hour Analysis.
Developed and maintained their Material System that includes the Purchase Order, Sub-Contracting, Inventory tracking, Vendor
Quality rating and Consumption analysis.
Designed and developed their Maintenance System like Machine Preventive and Breakdown maintenance.
Sri Veeraraghava Software Pvt. Ltd. India May 1992 – April 1993
Programmer
Developed various modules for the Inventory and Manufacturing system that covers the entire Cloth Production and Printing
process.
UTILITY CLIENTS
Aqua America City of Toronto (Canada)
Atmos Energy Corporation City of Wichita
Citizens Gas & Coke Utilities Connexus Energy
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City of Chicago Fort Collins Utilities
City of Columbus Martin County, FL
City of LongMont Nevada Energy
City of Lubbock ONEOK
City of Raleigh Portland General Electric
City of Richmond Public Services of New Mexico
City of Seattle Vectren
EDUCATION
University of Madras, India
Bachelor of Science in Computer Science Engineering – May 1992.
AWARDS/HONORS
Indus Circle of Excellence Award
SCT Ruby Awards
SCT Emerald Award
Indus Emerald Award
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Resume: Joshy Plakal, Principal Technical Consultant
Columbia, SC
(803) 553-1566
jplakal@milestonessi.com
Implementation Specialist / Principal Consultant
Self-motivated and goal oriented implementation specialist experienced in leading Service
Delivery and CRM implementations. Skilled in the planning, requirements analysis, design,
development, testing, and support phases of the software life cycle.
Over 16 years of experience in Utility Solutions as a Project lead and also worked as
Lead programmer Analyst for large utility projects.
Demonstrated consistent teamwork, excellent communication skills, and a positive
attitude to reach business objectives
Customer-focused and excellent knowledge in software development methodologies.
Professional Experience
NV Energy, Nevada
Technical Lead Feb2010 – Present
Currently working on the AMI/ MDM implementation of NV Energy. Responsible for
developing modification in PL/SQL, Forms and C. Also participated in requirement gatherings,
design, coding activities for the full cycle of the project, Also involved in the technology upgrade
for migrating forms 5.0 to 10g.
Other activities include:
Involved in Upgrade from Client Server Architecture to Web based Release.
Converted 700 Plus Oracle Forms from Forms Release 5.0 to 10g.
Converted the Oracle Reports and database packages.
Converted all the Pro*C Programs and the C libraries
Converted all the Pro*COBOL Programs and the COBOL libraries
Involved in fixing the Issues related to the 10g Web based Release.
Involved in Configuring the WEBUTIL package on the App Server
Developed several custom objects in C, Forms and Pl/SQL for the AMI/MDM project
Cleveland Water Division, Cleveland, Ohio
Technical Lead Feb2010 – Present
Currently working on the storm water billing, waste water implementation and production
support for the North Eastern Ohio Regional District (NEORSD) and division of water.
Responsible for developing modification in Java, PL/SQL and Crystal Reports. Also participated
in requirement gatherings, design, coding and conversion activities.
Other services include:
Involved in the performance tuning of the processes and reports.
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Installation of the CC&B
Conducted Technical Design, Database Design and Coding Reviews with the
programmers.
Involved in the development of Reports, Java, and various file transfer protocol activities
and shell scripting.
Worked with vendors Kubra, IBM to implement online payments.
Worked on the developments of the Cashiering system with PCI for the storm water
project.
Lead a team of technical resources for the developments of various reports
Lead a team of technical resources on the developments of the several batch programs in
java.
Involved in data clean up and business process improvement using PL/SQL scripts.
Technical Lead (Project Management Consultant) Sep2007 – Jan2010
Currently working on the implementation of the customer care and billing (CC&B) system for
the Division of Water. Project went live on Sep 2009, responsible for all the technical aspect of
the project, including analysis of the requirement, design, coding and conversion activities. Other
services include:
Supported end users and core team members with business process issues including
configuration setup, application work flow, test case execution, and defect corrections.
Supported client through legacy cutover, go-live and post go-live phases of the project
Involved in the performance tuning of the processes and reports.
Conducted Technical Design, Database Design and Coding Reviews with the
programmers.
Involved in the trouble shooting and debugging of the various tiers which includes Web
Logic, Crystal Reports, Encryption, and various file transfer protocol activities.
Worked with vendors like FISERV, Metavante and Kubra to implement online payments.
Worked on the developments of the Cashiering system with PCI
Lead a team of technical resources for the developments of various reports and other
technical aspect of the project.
Involved in the legacy conversion activities.
Involved in the installation of CC&B
Ventyx, Inc, Columbia, South Carolina
Implementation Specialist March2007 – Aug2007
Currently evaluating and setting standards and guidelines for the Technical Documents in the
entire development life cycle of the project for the combined company of Indus International and
MDSI. Other services include:
Providing integration consulting to the customer suite product line.
Providing technical support to various clients about development methodology and any
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regulatory requirements.
Providing design and developments support to various clients and also working with the
sales team to come with a unified project plan and methodology.
Indus International, Columbia, South Carolina
Principal Technical Consultant/ Sr. Technical Lead March 2003 – February 2007
Atmos Energy: Worked as the on-site technical lead/ implementation specialist for this Project.
Conducted technical design reviews, database design reviews of over 30 new functionalities and
also involved in the integration of software requirements at on site this includes their IVR
System and Gopher. Supported client and external application service provider with key
contributions such as:
Supported client through all the phases of the project including legacy cutover, go-live
and post go-live phases of the project
Supported end users and core team members with business process issues including rules
and validation setup, application work flow, test case execution, and defect corrections.
Advised and assisted in the development of organizational readiness plans with the client.
Involved in the performance tuning of the processes and reports.
Conducted Technical Design, Database Design and Coding Reviews with the
programmers.
Involved in the trouble shooting and debugging of the customer suite application at the
client place.
Developed Custom forms in Oracle 10g and Migrated Oracle Forms from previous
version
Developed the Interface to Enable Screen Popup on Customer Suite 4.0.
Involved with conversion team when developing programs and data mapping to convert
financial data from legacy system to Customer Suite.
Worked on the debugging of Oracle Application Server issues.
Involved in Identifying business requirements and processes
Developed an Application to view the historical financial data and the redesign of general
ledger systems.
Developed an Application to Cancel /Re-bill Transitions for other periods billed.
Developed API’s for IVR and Web interfaces.
Involved in the development of meter reading interface with Itron MVRS.
Involved in setting-up the Banner system security.
ONEOK: Worked with ONEOK (all the three utility companies (Texas Gas, Kansas Gas, and
Oklahoma Gas) as a Co-Technical Lead to implement the Customer Suite application.
Conducted technical design reviews, database design reviews of over 130 new functionalities.
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Lead a team of about 28 resources working on concurrently on this project in Columbia and also
in offshore.
Here are the key contributions:
Conducted Technical Design, Database Design and Coding Reviews with the
programmers this includes the resources from on site, off shore and at Columbia.
Conducted technical training to the resources about the standards and the implementation
methodology.
Developed a mini Charge Calculation process for calculating future charges, this is
developed using database packages in 3 tier architecture.
Involved in the performance tuning of the processes and reports.
Involved in the trouble shooting and debugging of the customer suite application at the
client place.
Most of these modifications taken to base product in Customer Suite 4.0 release.
Developed Custom forms in Oracle 10g and Migrated Oracle Forms from previous
version
Involved in tuning the Application and some major processes to reduce the Batch
window processing time.
Worked on the debugging of Oracle Application Server issues.
Systems and Computer Technology (SCT), Columbia, South Carolina
Lead Programmer Analyst March 1996 - March 2003
Vectren: Worked as a technical lead/ implementation specialist for all the 3 companies of the
Vectren implementation, this includes Sigeco, Indiana Gas and Dayton Power and Light. Involved in
the design and development of various modules to support deregulation of choice program
offered to the Ohio customers. Worked on the creation of various Business Cases (e.g.
Enrollment, Rescind, Payments, Charges) in both Rate Ready/ Bill Ready Scenarios. Created a
new interface for the Service Order to interface with MDSI Advantex and that was the part of the
base product released in Banner 3.0. Here are the key contributions:
Developed a new automated service order interface to the MDSI – Advantex, this is
based on several business cases, this includes sending new, modified and cancelled
outbound transactions and 6 other business cases for the inbound transactions. This
modification taken to base product in Customer Suite 3.1 release.
Designed and developed a system for service orders for work area.
Designed and developed other modules to support Ohio State Sponsored assistance
programs (PIPP).
Conducted technical training to the resources about the EDI standards and the
implementation guidelines.
Responsible for estimations, planning and organizing the project development.
Supported client through all phases of the project including legacy cutover, go-live and
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post go-live phases of the project
Supported end users and core team members with business process issues including rules
and validation setup, application work flow, test case execution, and defect corrections.
Involved in the performance tuning of the processes and reports.
Involved in the interface design of Maximo work management system with Customer
Suite.
Harrisonburg Electric: Worked as a technical lead and programmer analyst for this project.
Designed and developed on-line Banner Advantage CRM user interface using Oracle and also
involved in the customization of the bill print process which will print the customer bills in
house.
Public Service of New Mexico (PNM): Worked as the on-site technical lead and programmer
analyst for this project. Conducted technical design reviews, database design reviews for the new
functionalities for the project. Assisted client in the installation of modifications and interfaces
and also coordinated the technical aspect of the project with other third parties and the client.
City of Richmond
Worked as a senior programmer analyst for this project. Involved in the customization of the bill
print process and also worked on the service order interface. Customized several forms for the
city, supported the client through all the phases of the project including legacy cutover, go-live
(on site) and post go-live phases of the project.
Other Successful Banner Clients worked with
Orlando Utilities, Portland Energy, The New Power Company (TNPC), Select Energy,
Citizens Gas and Coke, Southern Connecticut Gas, City of Wichita, City of Charlotte,
City Of Lubbock, City of Garland, Public Service of New Mexico(PNM).
National Institute of Information Technology (NIIT), New Delhi, India
Programmer Analyst Sep 1995 - Feb 1996
There are several system developed for various clients, this includes the tax package creation for
the Thailand Government. The system is developed in power builder as the front end and Oracle
as the back End. The batch programs are developed in Pro*C. Another system is developed using
visual basic for a credit card company (CCS technology group) for tracking the credit rating and
credit monitoring service.
HAL Limited, Bangalore, India
Programmer Analyst May 1993 - Aug 1995
The main system developed was MRP 2 for engine division of the aeronautics company.
Involved in the design and development of this system with Oracle Forms as front end and
oracle database as back end. Modules developed are Bill of Materials, Work in progress, Inquiry
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Screens for the parts. And also involved in the creation of batch processes with Pro*C and
Pro*Cobol
TECHNICAL PROFICIENCIES/ SKILLS
Platforms: Unix (Solaris, HP-UX, IBM-AIX), Windows 7/ 2008/XP, Mac OS/X
Languages: SQL, PL/SQL, Pro*C, Java, Java Script, HTML, XML, XSLT
Tools: ORACLE CC&B, BANNER Customer Suite, Crystal Reports XI, Eclipse,
PL/SQL Developer,
Oracle Reports 6i, J2EE, Next Axiom Hyper Service Studio Suite, Toad,
Oracle Forms 6i, Forms10g, Reports 10g, Visio, Microsoft Office Suite (Word,
Excel, PowerPoint, and Access), Visual Slick Edit, vi, Web Logic App Server.
Databases: ORACLE 6.0/7.x /8.x/9i/10g/11g/ Oracle Application Server 10g
Education
Bachelor of Science, Computer Engineering, April 1993, Mangalore University, Karnataka,
India
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Resume: Giridhar Madhavareddy, Senior Oracle DBA
Columbia, SC
(803) 553-7155
greddy@milestonessi.com
SUMMARY
Giridhar Madhavareddy has over Twelve years of experience in analyzing, designing and developing
database management systems using Oracle 6.x/7.x/8.x/9i/10g/11g, Developer 2000 (Release 1.2/2.x),
Forms9i, Forms10g and Pro*C. Over Ten years of experience in the Utility Industry Developing
Customer Information Systems and Billing Modules. Mr Madhavareddy has extensive experience
implementing Customer Information Systems for utility companies. Strong knowledge of various aspects
in utility billing such as Deregulation, Electronic Data Interchange (EDI), Charge Calculation & Billing,
Work/Service Orders, Meter Reading, Bad Debt. In addition to programming skills, Mr Madhavareddy is
also an experienced Database Administrator with a background in installation, configuring, and tuning
Oracle databases and Application Servers. He has excellent Interpersonal, Communication, leadership and
programming skills and a very good team player. Good experience in evaluating and understanding user
requirements with a positive approach.
SKILLS
Operating Systems: UNIX, Windows NT/2000, Windows 98/95/XP.
Languages C, C++, Pro*C, SQL, PL/SQL, HTML, JavaScript, Java
Databases: ORACLE 6.0/7.x /8.x/9i/10g
Hardware: AIX 4.3.3, Windows 2000 Advanced Server, HP-UX B.10.20, RedHat-
Linux
6.x/7.x and MS-DOS.
Tools: Oracle Developer Suite10g Forms, Oracle 9i Forms/Reports, Developer
2000,
Designer 2000,SQL*Forms 3.0, SQL*Loader, Visio, Toad, SQL Impact,
PL/SQL Developer.
EXPERIENCE
Jun 2007 to Present Senior Technical Consultant
Milestone Software Solutions, Inc. Columbia, SC
NVEnergy (Las Vegas/Reno NV)
Upgrade Client Server Architecture to Web based Release.
Converted 700 Plus Oracle Forms and Reports from Release 5.0 to 10g.
Optimized Pro*C Programs to run on new database version
Triage and corrected application issues related to the 10g Web based Release.
Involved in Configuring the WEBUTIL package on the application server and modified the forms
and reports to use the new built-in packages.
Portland General Electric (Portland, OR)
Upgrade Client Server Architecture to Web based Release.
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Converted 1000 Plus Oracle Forms and Reports from Release 5.0 to 10g.
Optimized Pro*C Programs to run on new database version
Created Mass Compile scripts for the Forms, reports, and libraries
Configured and maintained the 10g application server.
Configured the Reports server to be able to run oracle reports on the web.
Triage and corrected defects after the upgrade.
Jamaica Public Service Company (Jamaica)
Upgrade Client Server Architecture to Web based Release.
Converted 800 Plus Oracle Forms and reports from Release 5.0 to 10g.
Optimized Pro*C Programs to run on new database version
Connexus Energy (Ramsey, MN)
Upgraded Connexus custom forms to 10g.
Migrated the existing custom code in the base Banner objects to 10g environment.
Migrated all the custom processes and database objects from Banner 2.2.1.5 to 4.1.3 version.
Migrated the Customer Web Access (CWA) to Banner 4.1.3 version.
ONEOK (Tulsa, OK)
Production Support and Customizations
Provided defect triage and corrections for three ONEOK gas utilities
Created Technical Specifications based on Functional specifications for new customizations
Modified Banner forms and processes as required by Technical Specifications
PragmaCAD Implementation
ONEOK replaced their legacy mobile dispatch solution with PragmaCAD. This required changes
to the inbound and outbound collector tables in Banner as well as a new interface to the
Appointment booking system.
Modified Service Order Processing Interface in Banner with the New Dispatch application
requirements for PragmaCAD.
Modified Banner processes to obtaining service order appointments and to display available
appointments to help the CSR be more efficient with the scheduling of service orders by
displaying available times in the available service areas.
Created New Appointment Window Form for the CSR’s to be able to select the available
appointment times.
June 1999 to May 2007 Senior Technical Consultant
SCT Utility Systems, Inc. / Indus International Inc. / Ventyx Inc. Columbia, SC
Developed Oracle Forms (4.5/5.0/6i/10g) , Pro*C Programs, Database PL/SQL
Procedures/Packages/Triggers
Design and development of various modules to support deregulation of utility industry – including
exchanging Customer Enrollments, Billing, and Meter Reading via Electronic Data Interchange (EDI)
transactions
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Designed and developed enhancements and customization of various Banner modules.
Worked at various client sites in all stages of implementation and was involved in many Go-Live
Situations. Involved in Data conversion and correction process of external system into Banner CIS
during pre & post implementation.
Assist in functional analysis and design by identifying, analyzing and documenting customization
specifications. This includes assisting in functional specifications for application modifications.
Manage the design/development cycle from Technical Design documents to the delivery and install of
the system modifications to the client.
Created Unix Shell Scripts for the Archive Manager and modified the existing procedures and scripts
for the Banner 4.1 Release.
Provided Oracle DBA support for various BANNER Clients. Responsibilities include:
Created and implemented automated DBA utilities.
Evaluated application performance and modify the product if necessary to meet the performance
objectives.
Monitoring application Server and its performance through OEM.
Database backup and recovery
Used new features of PL/SQL (Bulk Collect) in Migration scripts to drastically improve the
performance.
Performance and Tuning.
Managing schema objects such as tables, indexes, and views
Setting up development, test and pre-production environments
Applying code (packages, triggers, procedures, etc) and scripts to the database.
Client List
Bangor Hydro Electric (Bangor, ME)
Developed New Forms (Oracle Forms4.5) , PL/SQL packages , PRO*C programs also modified
the existing Processes as per the clients Functional requirements.
Worked extensively on the design and development of EDI Inbound and Outbound transaction
processes. Developed and modified most of the 814 and 810 transaction.
Played a major role in Implementation and Post-Go live Support.
Toronto Hydro (Toronto, Canada)
Designed and developed new forms and processes as per the functional requirements.
Modified the existing EDI Transaction Process, created a new Customer Enrollment process.
Involved in the Implementation and Post Go Live support.
Vectren (Evansville, IN)
Played a major role in implementing Banner CIS System across all three Vectren utility
companies.
Involved in Designing and developing interface between SCT Banner and MDSI Advantex
Mobile Dispatch.
Created new outbound transactions, created a new Service Order Cancel Transaction to write into
the Outbound Collector Table.
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Involved in creating and modifying the EDI Transactions for Vectren Gas Choice as per the Ohio
state Utility Interface Guidelines.
Involved in coding and implementing PIPP (Percentage of Income Payment Plan) functionality.
Involved in the Implementation and Post-Go Live support.
ONEOK (Tulsa, OK)
Involved in Designing and developing Technical Specifications and Code for the new functional
requirements on Budget calculations, Energy Assistance program, Deposits and Installment
Modules, Service Orders, Summation of taxes.
Designed and Developed customizations on Levelized Budgets, Deposits, Franchise Fee
calculation, Insufficient History Estimation Calculation, Refund Process (which is a Charge
Calculation simulation routine written in PL/SQL to calculate the charges for the complete year
on a particular rate and refund back the difference in the dollar amounts to the customer).
Modified Existing JSP’s used by the CSR Screens.
Worked as a DBA and maintained the Oracle Databases and Application Server.
Supported in all the three company implementations and Post-Go Live Support.
Participated in merging the code from all the three company’s code into one single code stream.
Atmos Energy (Dallas, TX)
Atmos Energy went live on Banner Release 4.0 along with 50 new Custom Modifications.
Involved in leading 15 of the critical enhancements, starting from the design phase till the
code is tested and delivered..
Involved in coding the Associated Services which was part of the Base 4.0 Release.
Acted as liaison between offshore programming team and internal to ensure quality
deliverables.
Major areas of functionality include Collections, Budgets, Weather Normalization, Tax
Calculation, and Loans.
Played a active and Important role throughout the project and supported in the
implementation and Post-Go Live Support.
Sierra Pacific (Las Vegas, NV)
Involved in creating the Banner 4.0 Testing Environment to be shared by the SPR Team and
Indus Team.
Maintained the Database and Application Server and made configuration changes when
required.
Below are other important clients where Mr. Madhavareddy has performed in various capacities as a
technical consultant (Senior Technical Consultant and/or a DBA).
Burbank Utilities, City of Virginia Beach, City Of Charlotte, City of Chicago, City of Palo Alto,
City of Mesa, Seattle, Portland General Electric (PGE).
EDUCATION : BS in Engineering, Kuvempu University, Karnataka, India
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Resume: Anil Kumar Mittamidi, Technical Consultant
Columbia, SC
Phone Number: (571) 242-6462
amittami@milestonessi.com
SUMMARY
More than 10 years of Client-Server and 3-Tier Application Development experience and 4 years
of experience in 24x7 Production Support
Expertise in implementing Banner Advantage utilities applications
Expertise in analysis, design, development, testing and implementation of applications in the
client server environment using Developer 2000, PL/SQL, Oracle Forms & Reports
Very strong in Oracle back-end programming using PL/SQL
Experience in Logical and Physical Design of Databases using ERwin
Developed database objects, Triggers, Packages, Functions and Procedures
Tuning and monitoring database [Application tuning (SQL), which included
testing the application and suggesting changes in code so as to improve
performance]
Expertise in handling Very Large Database (VLDB) and OLTP environment.
Proficient in Oracle Tools and Utilities such as SQL*Loader, Import/Export,
TOAD
Developed Shell Scripts for batch processing and database transactions
Worked extensively on Pro *C to generate reports
Working knowledge in Pro*Cobol
Functional knowledge of Oracle Financial modules FA, GL, AR, Budgets etc.,
Experience on HP 9000, IBM AIX, Sun Solaris, Windows NT/2000 and Novel Netware
Possess excellent problem solving, inter-personal and communication skills, proven self-starter
capable of working on multiple projects
EDUCATION
MS in Computer Science, George Mason Univ, Fairfax, VA.
TECHNICAL SKILLS
Hardware : IBM PCs and compatibles, HP9000, Intel Server
Operating systems : Windows NT, HP-UX 11.x, AIX 4.x, Solaris 5.9
Languages: C, C++, Java, Pro*C, SQL, PL/SQL, Shell Scripting, Perl,
Pro*Cobol
Oracle Tools: Developer 2000, Oracle Forms 6i/9i/10g, Oracle Reports
& Technologies 2.5/3.0/6i, Oracle Discoverer,
Import/Export, SQL* Loader
Java Technologies : Servlets, JSP, JavaMail, RMI, XML
RDBMS : Oracle 10g/9i/8i, SQL Server 2000/7.0
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GUI : HTML/DHTML, CSS, Java Applets, Java Script, VB 6.0
Tools :ERwin,TOAD,SQL Developer, Rational Rose, VISIO 5.0
CERTIFICATIONS & TRAINING
Oracle Certified SQL Developer
Received formal training in Oracle 9i Database Administration in SQL *
International. Well versed with Architecture, Backup & Recovery and
Performance tuning concepts
EXPERIENCE
Tech Lead/Sr Programmer Analyst
City of Chicago Water Department - Bureau of Billing and Customer Service
Chicago, IL USA Jan 2009 – Current
The Department of Water Management (“DWM”) provides potable water, purifies and pumps
nearly 1 billion gallons of water per day to more than 5 million customers in the city and 125
suburbs. The DWM currently manages approximately 500,000 water accounts; 930,000 metered
and 725,000 non-metered bills are generated annually. In addition, the DWM generates
1,000,000 delinquency letters a year.
Responsibilities:
Designed and Implemented MeterSave/Universal Metering project where the
non-metered customers are encouraged to become metered and with a 7-year
guarantee starting from date of installation to allow the account
holder/homeowner to pay the lesser of the actual metered rate or the assessed
rate (including any rate increases)
Involved in Employee Indebtedness project where employees are excluded from
normal Collection processing and handled separately through Custom Collection
Agency processes
Involved in Property Tax Debt Relief project
Designed and Developed Custom Refunds processing
Customized the Collection Agency processes
Involved in Server Migration
Assisted the Business Analyst in developing the Requirements and Functional
Design Documents
Responsible for writing the Technical Specifications document
Developed several Custom SQL/Pro*c reports
Multi-Streamed Payment Application Process and tuned the process bringing the
run time from 2 hours to 20 minutes
Tuned Bill Print process bringing the run time from 80 minutes to 40 minutes
24x7 Production Support
Environment: SCT Banner 3.2, Forms 6i, Solaris 5.9/5.10,Appworx 6
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Tech Lead
Atmos Energy
Dallas, TX USA Mar 2008 – Jan 2009
Atmos Energy is the largest natural-gas-only distributor in the United States delivering natural
gas to 3.2 million residential, commercial, industrial, agricultural and public-authority customers
and providing distribution services to more than 1,600 communities in 12 states.
Cash Reconciliation Project:
CRaIG system is designed to search for Payments and Funding and to monitor what is sent to
Atmos bank account as well as customers CIS accounts. It is specifically created for improved
and more accountable matching between payments posted to the CIS System, deposits made to
the Atmos bank account and amounts shown on monthly bank statements.
Responsibilities:
Involved in the Requirement gathering
Responsible for the Design and Development of the process
Assisted the Business Analyst in developing the Requirements and Functional
Design Documents
Responsible for streamlining the project into different phases as per the
functionality to overcome the time constraints
Developed Front-End screens for monitoring daily activity using PHP
Developed Perl scripts to catch any discrepancies during the daily batch
processing
Developed the main Reconciliation Process that matches the Bank Statement
data and Banner Payments Data using a unique identifier and spit out exceptions
DataMart Project:
DataMart (Margin Analysis and Reporting Tool) is designed to establish an integrated
data mart with accurate and consistent financial and statistical information to facilitate
gas margin analysis and reporting, enabling Atmos to better manage its business.
Responsibilities:
Involved in the re-design of DataMart project
Developed the Perl reports to extract the GL data and consumption data out of
Banner
Environment: Banner 2.2.2.1/Banner 4.1, Forms 6i/10g, PHP, Perl, Oracle 10g
Tech Lead
SPR. Reno, Nevada, USA Dec 2007 – Current
Sierra Pacific Resources is a holding company whose principal subsidiaries are Nevada Power
Company, the electric utility for most of southern Nevada, and Sierra Pacific Power Company,
the electric utility for most of northern Nevada and the Lake Tahoe area of California.
Cash Balancing Project:
Sierra Pacific Power Company (SPPC) uses the Cash Balancing procedure to account for all
customer payments deposited into the SPPC bank accounts and to account for all payments
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posted to SCT Banner® and Orcom. Purpose of this project is to automate the existing Cash
Balancing process which involved extensive usage of Excel Spreadsheets and manual effort.
Responsibilities:
Involved in the Requirement gathering
Responsible for the Design and Development of the process
Assisted the Business Analyst in developing the Requirements and Functional
Design Documents
Responsible for streamlining the project into different phases as per the
functionality to overcome the time constraints
Responsible for writing the Technical Specifications document
Developed Custom forms to meet the users requirements
Developed Verification Process that matches the Bank Statement data and
Banner Payments Data
Environment: SCT Banner 2.2.2.1, Forms 6i
Sr. Programmer Analyst/Production Support
ONEOK, Inc. Tulsa, OK, USA Dec 2005 – Current
ONEOK, Inc. is a diversified energy company, among the largest natural gas
distributors in the United States, serving more than 2 million customers in Oklahoma,
Kansas and Texas.
Role:
Daily Responsibilities included resolving critical and non-critical issues, escalating them
to Indus, if necessary and working on PCR’s for enhancements to the existing
functionality.
Responsibilities:
Extensively involved in identifying and fixing issues with Budgets, Deposits,
Payment Arrangements etc.,
Responsible for fixing the long-standing issues with Charge Calc, Bill Print and
Delinquency
Responsible for writing data correction scripts after outstanding issues have been
resolved
Involved in the installation of Oracle 10g Application Server (9.0.4.2) on RHEL
4.0
Assisted in the Conversion of Legacy database to Banner and also the
implementation of Banner Web on Oracle 10g Application Server for ONG
(Oklahoma Natural Gas)
Involved in tuning of long-running processes and reports using Explain Pan and
TKProf utilities
Responsible for dealing with Indus GCS (Global Client Services) and co-ordinate
with them to get the issues resolved quickly
Responsible for resolving the issues with the batch processes
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Involved in the enhancements to the IVR Web functionality
Developed several SQL scripts to extract billing, revenue and service information
Environment: CIS Banner Advantage, Oracle 10g Application Server, Oracle 9i/10g,
AIX 5.0, Pl/Sql, Forms 6i/10g, Shell Scripting, PVCS, Banner Scheduler, Mercury
TestDirector 8.x, SQL *Loader, Pro*C, Pro*Cobol
Sr. Programmer Analyst/Production Support
SPRINT NEXTEL Corporation, Herndon, VA , USA Jun 2005 – Dec 2005
ATLAS (Asset Tracking Logistics And Status) System provides an enterprise asset
management solution for tracking and valuating the Cell Site inventory. ATLAS system
is an integration of different systems - Empac, developed by Indus International serves
as the operational database for tracking and maintaining FNE in warehouse locations.
MWarehouse, a remote computing application developed by Telispark serves as the
entry point for EMPAC inventory transactions. MFieldWorks, developed by Telispark,
is a remote computing solution that allows field engineers to view asset configurations,
site-specific operational information, and inventory availability. PowerPAC is a custom-
developed computing application that allows for data correction.
Role:
Worked in Production Support team that provides 24x7 support for production issues.
Mainly involved in dealing with the production critical issues and Change Controls for
enhancements to the system. Served as a primary point of contact for the production
issues.
Responsibilities:
Extensively involved in the re-design of the CSI/ISI interface with PeopleSoft
Worked on the application design for the PO Redirects and On-Order Quantity
Change
Responsible for handling critical production issues and delivering the fixes within
the deadlines
Coordinated with the vendors Indus and Infowave to initiate the Service
Requests for the production bugs and have the fixes delivered within the time
frame
Worked with Production Support DBA in planning and implementing the
upgrades to the system
Developed PL/SQL Packages, Stored Procedures, Functions and Triggers to
meet with the new requirements
Created Unix Shell Scripts to generate .csv files for sending the cost information
to People soft
Developed screens using Forms 6i for data entry and loading data from Excel
sheets
Involved in tuning the problematic sql queries using Explain Plan, Oracle Trace
and TKPROF utilities
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Responsible for developing the functional and technical design documents
Environment: Oracle 9i, HP-UX 11.x, Forms 6i, Pl/Sql, Shell Scripting, PVCS, AutoSys
Scheduler, Mercury TestDirector 8.x, SQL *Loader
Senior Programmer Analyst Jun 2003 – May 2005
INDUS International Inc, Columbia, SC
Banner Advantage CIS is Indus’ complex billing solution (formerly known as SCT
Banner) that helps energy and utility companies use integrated applications to design,
market, administer, and bill new pricing options -- regardless of market requirements.
The system provides a flexible interface for managing customer records through the
Intranet.
Role:
Worked with a team implementing Banner Advantage CIS (formerly known as SCT
Banner), a billing system for utilities.
Responsibilities:
Extensively involved in the design and Customization of Deposit Installments,
Service Orders, Budgets, Payment Arrangement modules for the client
Involved in the customizations to the Accounts Receivable Report and A/R XFer
Process
Involved in customization/development of General Ledger Feed process, Cash
Remittance Payment Interface process(CRPI), Energy Assistance I/O process
etc., using Pro *C
Involved in the development of X-Connectors interface between the BANNER
Advantage
and a third-party Scheduling software CLICK in Service Orders module, by
sending the data (related to Appointments) in XML format
Involved in the customization to the Inbound/Outbound Collector packages,
interfacing with Mobile Dispatching Systems
Involved in Base 4.0 development process, specifically in Budgets, Deposits,
Payment Arrangements, Service Orders, Collections modules etc.,
Customized existing forms and developed new Forms and Reports to meet with
new business requirements
Troubleshoot deficiencies, logical inconsistencies and queries, found with
problem Data rejected from the databases during data entry
Developed and Enhanced the UNIX shell scripts to automate the generation of
database scripts like alter table, insert/update/delete scripts, data/object layer
packages etc.,
Responsible for developing Technical Specifications and Database Design
documents from the Functional Design Documents for various modules in
Banner Advantage like Billing, Adjustments, Service Orders, Collections,
Payment Arrangements etc.,
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Fine Tuned SQL queries using Explain Plan and TKProf utility
Involved in migrating data from legacy databases to Oracle database using SQL*
Loader and PL/SQL UTL_File package
Environment: Oracle 9i, AIX-RS/6000, Pl/Sql, Forms 6i/9i, Pl/Sql, Pro*C, Shell
Scripting, PVCS, ClearQuest, Mercury TestDirector 7.6, SQL *Loader
ITU-TECH Developer/DBA
Information Technical Unit, George Mason University, Fairfax, VA Feb
2001- May 2003
Involved in enhancing the existing design creating logical design and physical
database using Erwin
Performed regular tasks such as database monitoring, space management, and
working on small enhancements
Wrote scripts to automate backups of the University databases
Involved in creating, enhancing and debugging Pro *C programs, stored
procedures, packages and database triggers for certain business logics
Fine tuned SQL Queries using Explain and TKPROF utility
Used Migration Workbench to migrate from Access 2000/SQL Server to Oracle 9i
Involved in data conversions and data porting from test files using SQL
*LOADER and UTL_File
Used Oracle LogMiner to audit and debug the specified transactions
Resolve locking problems and maintaining the available free space in the
database
Fine-tune the system by checking for bugs and eradicating them
Environment: Oracle 8i/9i, Sun Solaris 2.6, Windows NT 4.0, Pl/Sql, Oracle Enterprise
Manager, Shell Scripting
Database Developer
Pharmacology Dept, Wayne State Univ, Detroit, MI Aug 2000 - Jan 2001
Installed and maintained Oracle 8i database on Windows Server
Extensively involved in the analysis, development and design of the Database, ER diagram and
database composition with referential integrity constraints and triggers to avoid the duplication
and to impose the business requirements
Wrote database triggers for data consistency, and also manipulations of tables
Used SQL*Loader to move Excel spreadsheet/text files to Oracle
Used Oracle import/export utilities to move data from different oracle databases
Generated reports from SQL* PLUS and Oracle Reports for Research Staff and
Faculty
Environment: Oracle 8i, Pl/Sql, Oracle Reports 2.5, SQL *Loader, Windows NT
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Resume: Dwayne Bishop, Project Manager
Snellville, GA
(404) 274-8370
dbishop@milestonessi.com
PROFESSIONAL EXPERIENCE:
May 2007 – Present MILESTONE SOFTWARE SOLUTIONS, INC
Senior Consultant/Project Manager
I served as a consultant with the City of Charlotte, N.C. Responsible for
managing the city’s business analysts during the business process re-
engineering and training portion of their upgrade to Banner 4.0 release.
Aided in the development of the process flows and training
documentation. For the last four years, I have been serving Sierra Pacific
Resources as a business analyst and project manager on projects in their
CIS business unit. I was the PM for the Oracle 10g uplift for both Las
Vegas and Reno and have been on five other project go-lives since.
I served as the PM for the City of Longmont, Colorado, on their migration
to Banner release 4.2. This was an eleven month project that included
three different consulting companies plus the client, all working together.
March 1998 – January 2007 SCT Utility Systems/Indus International Columbia, S.C
Consultant/Manager/Director
Consultant – Trained clients on the Banner solution. Engaged them on
their business process reviews and mapping out their internal business
processes. Worked with several clients from inception to go-live
including; Seattle City Light, City of Flint, Michigan, City of Wichita
Falls, Texas, Nebraska Public Power.
Project Manager – Served as PM for the City of Wichita Falls and Select
Energy.
Director of Education – Responsible for all training both internal and
external for clients and employees. In this role, I directly managed two
training managers and a training coordinator. My organization also
consisted of forty five training consultants who were responsible for all
clients training. I also served as the corporate lead in remodeling the
training methodology to be used corporate wide for all software
implementations.
Director of Operations – With the purchase of SCT by Indus, I was
promoted to the Director of Operations where I was responsible for all
client implementations from a functional perspective along with staffing,
forecasting and revenue generation for the professional services
organization. My organization was a team of sixty five that consisted of all
trainers, testers, business analysts, source control and project managers.
Under my direction, we established a new implementation methodology
that incorporated the new training methodology and focused on the client’s
business needs and education throughout the project in order to result in
the “no modification” approach.
As director, I also acted as executive sponsor for several clients during
their implementation. Some of these clients included; Cobb County Water,
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Vectren Utilities, Anchorage Water, Omaha Municipal Utilities District
and City of Chicago Water.
September 1984 – July 1998 Westinghouse Nuclear Fuel Division Columbia, S.C.
Technician/Operations Supervisor
Worked as a technician performing isotopic analyses for the nuclear fuel
fabrication division. Transferred to the process development department,
where I served as one of the project managers during the development of
the integral fuel, burnable absorber process that eliminated the need for
control rods in the reactors. Once the process went live I was asked to
supervise a team of fifteen technicians. My responsibilities included
training, forecasting and scheduling.
December 1980 – June 1984 Amax Specialty Metals Corp.
Chemical Engineering Technician
Held the position of Chemical Engineering tech., responsible for the
production design and monitoring of specialty alloys. Responsible for the
operation of the metallurgical laboratory and the analyses.
Promoted to plant Superintendant of the industrial pretreatment facility,
supervising the laboratory and technicians. Managed the process design,
development and implementation of a multimillion dollar metal recovery
and treatment facility.
Education:
1977-1981 University of South Carolina
BS Chemistry/Biology
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Resume: Edith Mercado, Principal Consultant
Orlando, FL
(407) 927-6305
emercado@milestonessi.com
Professional Profile
Edith Mercado is a consultant working for Milestone Software Solutions, Inc. in the utility
software integration field. She has held leadership positions on Customer Information
System (CIS) projects for a variety of public and private utility companies. She has over
20 years of utility experience of which the last 11 years have been working on CIS
projects including planning, designing, testing, and documentation. Additionally, she
has in depth experience with gathering requirements, documenting functional and
technical design. Interface testing experience includes inventory management, general
ledger, meter reading, and bill printing software. She has experience in client server,
web technologies, and full life-cycle project development.
Edith has excellent communication and writing skills that she uses effectively in
analysis, meetings, training, and business writing.
Employment History
May 2005 – Present - Milestone Software Solutions, Inc.
Principal and CFO
Lead Consultant on CIS Implementations
Change Management Lead on an Oracle CIS implementation.
Coordinated and conducted training on Oracle CIS implementation on the client
side.
Lead Functional Architect in the design and implementation of integrating RNI
meters to an MDM system and ultimately to BANNER CIS. The design and
implementation included the ability to bill using billing determinants received from the
MDM or register reads received from the RNI and the ability to remotely
connect/disconnect AMI meters.
Requirements Gathering and documentation of Business Processes
Developed Training curriculum for Financial and Revenue departments.
Conducted financial training.
Balanced A/R for multi service utility and documented balancing and troubleshooting
procedures.
Definition of CIS Functional Design
Configuration of CIS System to meet client requirements
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March 2005 – May 2005 SPL, Inc.
Architect
Prepared and obtained client signature on Process Analysis Report. The process
analysis documented the process by which requirements were gathered and
modifications were designed.
Consulted on Conversion balancing.
October 1998 – March 2005 Indus International
Sr. Principal Consultant
Developed functional solutions incorporated in base CIS software billing system
Developed requirements and functional design documents for customized software
applications
On-site support for software testing, general implementation and post go-live
production support.
Performed client assessments related to go live preparedness, migrations and
financial reassurance.
Worked with clients on any business process re-engineering required to effectively
utilize billing system.
Developed system test plans with clients to test the system.
Managed test plans and executed tests. In addition, resolved issues and tracked
defects.
Developed touch matrix for base product to be used to test the base line system and
facilitate testing customer code modifications.
Assisted in building Fagan inspection process and performed Fagan reviews of
documentation.
March 1989 – October 1998 Orlando Utilities Commission
Special Project Administrator– September, 1993 – October, 1998
Member of project team responsible for documentation and implementation of new
CIS system.
Lead the testing team in the development of test plan, test cases.
Lead the training team in developing approach to use in training all the USERS in
the utility
Assisted in the development of the RFP and RFI for the replacement of the CIS
system.
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Various Positions within the Utility March, 1989 – August, 1993
Commercial Billing Specialist responsible for handling commercial accounts.
Customer Service Lead responsible for training new hires and managing about six
customer service representatives.
Customer Service representative responsible for answering customer calls and
resolving customer issues.
September 1985 – June 1988 Holy Cross School
Teacher of Mathematics & General Science for Grades 7 & 8
Formal Classroom Instructor.
Responsibilities included planning mathematics curriculum objectives, choosing
textbooks for classroom use, planning and implementing an introductory science
laboratory for intermediate level students, planning eighth grade activities,
graduation exercises and coordinating class trips.
August 1980 – June 1985 American Hydron
Controller
Coordinating the activities for the Credit/Collection, Return Lens, Accounts Payable,
Accounts Receivable and General Accounting departments.
Liaison between Electronic Data Processing and Operations department.
Implemented On-Line Customer Service System, designed and implemented
computer system to be utilized by the Credit/Collection and Return lens departments
October 1975 – August 1980 Clevepak Corporation
Staff Accountant
Prepared bank reconciliation, inter company billings and consolidated financial
statements.
Responsible for balancing the accounts payable and accounts receivable to the
general ledger.
Assignment History
Milestone Software Solutions – Functional Lead – NV Energy
Advanced Services Delivery (AMI / AMR Project)
Requirement gathering
Development of design to be implemented for gaps identified between the product
and the requirements.
Milestone Software Solutions – Change Management Lead – City of Cleveland,
OH
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Responsible for End User Training and Business Process Development
Assisted with testing of CIS Business Processes
Conversion Data Validation and Balancing
Support of client through successful Go Live
Milestone Software Solutions – Functional Consultant – Oklahoma Natural Gas
(OneOK)
Requirement gathering
Development of design to be implemented for gaps identified between the product
and the requirements.
Assisted with testing of CIS Business Processes
Support of client through successful Go Live
Milestone Software Solutions – Functional Consultant – Orlando Utilities
Commission
Balanced Accounts Receivable to the General Ledger.
Balanced Deposit Liabilities.
Documented balancing procedures and troubleshooting tips.
Indus International
Principal Consultant – Texas Gas Services (OneOK)
Principal Consultant – Kansas Gas Service
Principal Consultant – ATMOS Energy
Principal Consultant – City of Seattle
Functional Lead – Sierra Pacific Resources (Las Vegas and Reno)
Principal Consultant – West Coast Energy (6 Utilities)
Functional Lead – City of Riverside
Principal Consultant – Memphis Power & Light
Principal Consultant – City of Alexandria
Principal Consultant – City of Lubbock
Principal Consultant – Vectren
Principal Consultant – CGCU
Principal Consultant – New England Gas
Principal Consultant – Philadelphia Suburban Water
Principal Consultant – El Paso Electric
Education and Background
Bachelor of Science degree in Mathematics from The Catholic University, Ponce
Campus, Ponce, PR May 1974
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Resume: Frank Anderson, Principal Consultant
Charleston, SC
(843) 323-5589
fanderson@milestonessi.com
Professional Profile
Frank Anderson is a consultant working for Milestone Software Solutions, Inc. in the
utility software integration field. He has held leadership positions on Customer
Information System (CIS) projects for a variety of public and private utility companies.
He has over eleven years of project experience including planning, designing, testing,
and documentation. Additionally, he has in depth experience with gathering
requirements, documenting functional and technical design. Interface testing
experience includes mobile workforce management, inventory management, general
ledger, meter reading, and bill printing software. He has experience in e-business,
client server, web technologies, and full life-cycle project development.
Frank is a team player and acquires skills and knowledge with little training. He has
excellent communication and writing skills that he uses effectively in analysis, meetings,
training, and business writing.
Employment History
February 2006 – Present Milestone Software Solutions, Inc, Charleston, SC
Principal Consultant
Lead Consultant on CIS and other Customer Service applications Implementations
Requirements Gathering and documentation of Business Processes
Definition of CIS Functional Design
Configuration of CIS and FFM Systems to meet client requirements
January 2005 – February 2006 IBM Global Services, Charleston, SC
IT Specialist
Process Team Lead in an ERP and Work Management Package Software
Implementation
Created Common Business Processes diversified energy company
Developed Documentation for common business processes
July 1997 – December 2004 Indus International, Columbia, SC
Senior Business Analyst
Implemented Customer Information Systems for traditional and non-traditional utility
companies in the US.
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Led requirements gathering and documentation for 3 traditional utility companies.
Led and documented design sessions with the client and third party consultants.
Architected software enhancements added to the base package.
Reviewed and approved design specifications
Assignment History
Milestone Software Solutions – Functional Lead – ONEOK Maintenance and
Support
Gather requirements from clients for enhancements to the Banner CIS Billing
System
Develop high level design documents for review with the Client and used by the
Technical staff for estimations.
Test and Triage reported issues. Work onsite with the client through procedural and
other non-coding issues
Identify and develop data clean up scripts for all areas of the system – mainly
dealing with Budget accounts and out of balance Deposits.
Make assignments of defects and change controls to be worked by functional team
members
Milestone Software Solutions – Functional Lead/Project Manager – City of
Charlotte EPL Project
Gathered functional requirements for the End Point Link Pro implementation (Itron
ERT Maintenance & Testing software)
Designed and documented service order interface and additional modifications in
Customer Suite 4.0
Lead testing for the project including business process, integration, and data
migration/go live testing
Developed detailed go live plan using MS Project 2007
Milestone Software Solutions – Functional Lead – City of Charlotte SS8 Project
Gathered functional requirements for the Service Suite 8 implementation
Provided functional expertise in the Customer Suite 4.0 Service Order module
Configured and customized the Service Suite screens using the Compose
Application.
Lead testing for the project including business process, integration, and data
migration/go live testing
Milestone Software Solutions – Functional Lead – City of Charlotte BAM Project
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Lead configuration of the Collections area for the Banner to Advantage Migration
project (Customer Suite 4.0)
Lead data migration testing and worked with the software vendor on updates to
migration scripts
Provided post-migration support to the City
Milestone Software Solutions – Functional Consultant – Oklahoma Natural Gas
(ONEOK)
Worked with Transportation Billing Group and Traditional sales on configuration and
integration of Customer Information System
Assisted with testing of CIS Business Processes
Support of client through successful Go Live
IBM Global Services - Obtain Work/Sales & Collection Team Lead – Detroit Edison
Led client to common business processes for gathering work, billing, and collections
across all divisions, which included gas and electric distribution, generation,
transportation, storage, and product sales.
Team responsibilities were relationships with the internal and external customers,
such as accepting work requests and billing and collecting monies from work
performed.
Integrated software solutions included Maximo, SAP Sales and Distribution (SD),
MDSI Advantex, Documentum Smart Forms, and legacy energy billing systems.
Indus International – Functional Lead – Kansas Gas Service (ONEOK)
Lead requirements study and gap analysis
Worked with Project Team on Business Process Design
Review and Approval of functional design for CIS modifications
Assisted with testing and defect triage
Indus International – Functional Lead – Texas Gas Services (ONEOK)
Lead requirements study and gap analysis
Worked with Project Team on Business Process Design
Review and Approval of functional design for CIS modifications
Assisted with testing and defect triage
Indus International – Business Analyst – Memphis Light, Gas, & Water
Documented requirements related to Mobile Workforce/CIS Integration
Specified software changes to meet requirements
Proposed and instituted standard change control procedures
Functional Support for integration testing of service order interface
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Indus International – Functional Lead – City of Kansas City Water & Sewer
Department
Managed the requirements study and gap analysis
Proposed solutions to customer requirements based on CIS capabilities
Recommended business procedure changes
Responsible for providing modification hour and completion date estimates
Indus International – Functional Lead – Miami-Dade Water and Sewer Division
Managed requirements study and gap analysis
Provided Banner Advantage CIS consulting to KPMG software integrators
Education and Background
Bachelor of Science degree in Business Administration from The Citadel, Charleston
SC, May 1997
Oracle CC&B Fundamentals Boot Camp, February 2011
Summary
Industries: Energy and Utilities (Regulated and Deregulated)
Project Domain:
Requirement Gathering and Documentation, Application Design,
Interface Design and Testing, Testing – Planning, Developing and
Executing,
Hardware: HP 9000, PCs,
Operating
Systems:
UNIX, HP/UX, AIX, Windows 2000, Windows XP, MS-DOS, VMS
Computer
Languages:
SQL, PL-SQL, Pro C, COBOL
Middleware
TIBCO
Thin Client Citrix Meta frame
RDBMS: ORACLE 8.x, 9.x, 10g, Microsoft Access
Development
Tools:
ORACLE Forms; Service Suite Compose Application
Applications: Banner/Advantage/Customer Suite 2.x, 3.x,4.x, TOAD, Microsoft
Office 2007, Microsoft Project, Service Suite 8 (Advantex)
Methodologies
Training: Banner Advantage 2.x, 3.x
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Resume: Katherine Jeffrey, Consultant
Columbia, SC
(803) 730-8868
kjeffrey@milestonessi.com
SUMMARY
Experience in gathering, managing, and documenting business and functional requirements, and
communicating effectively with upper management, developers, and quality assurance engineers.
Worked with over 15 domestic and international utility clients to implement customer information
systems.
Strong training background, including curriculum development and classroom learning.
Excellent interpersonal skills with a unique ability to establish rapport with clients and colleagues.
Accustomed to working in time-sensitive project environments with demonstrated ability to prioritize
activities and accomplish goals.
Ability to function as a leader as well as a team player with imaginative and visionary aptitude.
PROFESSIONAL EXPERIENCE
Milestone Software Solutions November 2009 to Present
Consultant
Collaborate with customer to define and document new functionality based on the customer’s
business requirements.
Develop and execute detailed system test plan for client’s COBOL compiler replacement. The plan
included baseline of existing compiler code, as well as regression and verification of new compiler
results.
Provide comprehensive support including logging, prioritizing, and delivering code fixes.
Develop test strategy and manage the testing effort for the billing phase of the NV Energize project.
Coordinate and execute the following levels of testing for major upgrades and enhancements -
integration, system, parallel, and user acceptance.
Conduct core team product training for a migrating client.
eMeter Corporation April 2008 to November 2009
Senior Technical Writer
Work in a team environment to expand documentation deliverables from very minimal
documentation with no how-to steps to a suite of documents including API documentation and
installation materials.
Personally responsible for revamping the installation documentation for UNIX and Windows in
support of new installation tools.
Participate on review teams for new software requirements to analyze feasibility to implement.
Produce configuration management worksheets for a system administrator audience to use when
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implementing the system.
Create new documentation based on functional specifications and interviews with product
development subject matter experts.
Ventyx February 2005 to March 2008
(Formerly Indus International, Inc.)
Senior Trainer / Senior Technical Writer
Redesigned documentation templates to establish a new framework for delivering both implementer
and end user training materials.
Created documentation for the entire Customer Suite product line, including training agendas,
instructor guides, student guides, step-by-step procedures, composite business flows, and PowerPoint
presentations.
Created single source for documentation to ensure consistent, reproducible, and accurate education of
end users.
Represented documentation and training team at development functional review briefings and
participated in defining a functional/documentation strategy for future releases.
Delivered internal Organizational Readiness Training in both classroom and online environments.
Developed demonstration data for scenario based training.
Indus International, Inc. July 2004 to February 2005
Technical Support Engineer
Provided technical direction and advice regarding the implementation of software fixes to clients.
Conducted research and communicated necessary software enhancements to product management and
product development teams.
Responded to client inquiries concerning systems operation and diagnosed system software problems.
Provided consultation, diagnosis, escalation, and resolution implementation.
Indus International, Inc. October 2003 to July 2004
(Formerly Systems and Computer Technology)
Lead Functional Analyst/Project Lead
Onondaga County Water Authority (OCWA)
Clarified client requirements and business needs via feedback sessions and client meetings.
Analyzed client business requirements and processes and proposed functional solutions.
Created Business Needs Analysis document, based on 30+ client interviews.
Created Functional Gap document detailing business solutions for business needs not directly
supported by the application.
Conducted core team and end users training for a billing, meter reading, and customer service
audience.
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Provided change management to support re-engineered business processes achieved by system
configuration.
Coordinated all software functional design for the project.
Assisted the quality assurance team in reviewing test cases and test plans.
Consulted with technical, conversion, and client leads resulting in an on-time successful go live.
Systems and Computer Technology May 2000 to October 2003
Business Consultant
Re-engineered, documented, and trained custom business process flows resulting in more efficient
client business practices.
Assisted in numerous client go-lives on the Customer Suite product line.
Developed and executed detailed system test cases for new and migrating clients.
Analyzed rate structures for gas, electric, water, and sewer for billing.
Conducted training needs assessment prior to product training for new clients.
Conducted core team product training for new and migrating clients.
Provided hands-on train the trainer and end user training both internally and for partners.
EDUCATION
Bachelor of Arts in Psychology and Secondary Education
University of South Carolina, Columbia, South Carolina
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Resume: Brian Menard, Consultant
Columbia, SC
(803) 445-6549
bmenard@milestonessi.com
Professional Profile
Brian Menard is a consultant working for Milestone Software Solutions, Inc. in the utility
software integration field. He is an accomplished Consultant and Implementation
Specialist with experience implementing both Customer Information and Workforce
Management Systems. Proven ability to design effective strategies, streamline business
processes and configure and implement software systems to support improved
business efficiencies and results.
Brian is a team player and acquires skills and knowledge with little training. He has
excellent communication and writing skills that he uses effectively in analysis, meetings,
training, and business writing.
Employment History
January 2009 – Present Milestone Software Solutions, Inc, Columbia, SC
Consultant
Consultant on CIS and other Customer Service applications Implementations
Requirements Gathering and documentation of Business Processes
Test Case and Test Plan design
January 2008 – January 2009 Ventyx Inc, Columbia, SC
Technical Lead / Implementation Specialist – Service Suite 8
Technical Lead within the Professional Services Organization (PSO)
Technical and non-technical consulting provided on PSO projects
Direct point of contact for all customer needs on PSO projects
April 2007 – January 2008 Ventyx Inc, Columbia, SC
Technical Support Engineer – Service Suite 8
Directly responsible for managing six clients within the Global Client Services (GCS)
Provided 24hr Technical Support
Worked directly with development resources for problem resolution
February 2006 – April 2007 Indus International, Columbia, SC
Business Analyst / Quality Assurance – Customer Suite
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Business Analyst to multiple project in implementation and support
Provide Quality Assurance for development and on projects
Assignment History
Milestone Software Solutions – Functional Lead – City of Longmont Customer
Suite 4.2 Migration
Performed Rules and Validation workshop
Execute and track testing effort
Go-Live support
Milestone Software Solutions – Functional Lead – Vectren Energy Fixed Amount
(1/9
th
) Project
Documenting and gathering of new requirements
Test Case and Functional design documents
Provided and tracked project status, meetings, testing, issue resolution, change
requests, documentation updates
Milestone Software Solutions – Functional Consultant – City of Chicago Server
Migration Project
Test Case and Test Plan development
Performed testing on Banner, QAS, and all third party interfaces
Milestone Software Solutions – Functional Consultant – City of Chicago
MeterSave Initiative
Documenting and gathering new requirements.
Functional and Test Case Design
Performed all testing, provided post go-live support and issue resolution
Milestone Software Solutions – Functional Consultant – City of Chicago Full
Payment Certificate BPA
Documenting and gathering all existing requirements.
Developing a new solution
Performed all interviews, meetings, documentation of existing processing,
documentation for possible new solution, flowcharts, and detailed data analysis
Milestone Software Solutions – Functional Consultant – City of Chicago
Exception Processing BPA
Documenting and gathering all existing requirements
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Developing a new solution to help automate exception processing
Performed all interviews, meetings, documentation of existing processing,
documentation for possible new solution, flowcharts, and detailed data analysis
Milestone Software Solutions – Functional Consultant – ONEOK Support
Supporting existing issues and providing solutions for new requirements
Functional and Test Case design
Provided support, developed and documented new solutions, testing
Ventyx Inc – Technical Lead – Yadkin Valley Telephone SS8 Project
Installation and configuration of Workforce Managements.
Installation of third party software.
Performed requirement workshops, solution design workshops, training, form
design, and host message configuration.
Ventyx Inc – Technical Lead – Florida Power and Light MA Desktop Project
Designed over twenty new forms and views for MDSI Advantex Application.
Performed several requirement workshops and worked directly with end users to
gather information needed to design forms and views.
Ventyx Inc – Technical Lead – City of Charlotte SS8 Project
Provided on-site go live support for a successful implementation of three Ventyx
products.
Resolved several go live issues on site including but not limited to problems viewing
reports, processes continually crashing, and orders not being automatically
dispatched.
Indus International – Business Analysts – Portland General Electric
Provided quality assurance and worked on several customizations that include
Charge Code Entry improvements, On-Peak Demand Billing, Reject Payment
Processor, Sliding Block Billing, and Deposits.
Indus International – Business Analyst – City of Chicago
Designed test cases and provided quality assurance on the implementation of
Badger Connect Meter Reading Interfaces.
Indus International – Business Analyst – Vectren Corp
Designed functional documentation, test cases, and testing for customization to
percentage based billing and delinquency.
Education and Background
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Bachelor of Science degree in Information Studies from The Florida State University,
Tallahassee Fl, December 2003
Oracle CC&B Fundamentals Boot Camp and Functionality for Implementers,
February 2011
Summary
Industries: Telco, Cable, and Utilities
Project Domain:
Requirement Gathering and Documentation, Application Design,
Interface Design and Testing, Testing – Planning, Developing and
Executing,
Hardware: PCs,
Operating
Systems:
UNIX, HP/UX, AIX, Solaris, Windows XP, MS-DOS,
Languages: SQL, PL/SQL, Visual Basic
Middleware
Websphere, SDMI, Datastage
Thin Client Citrix Meta frame
RDBMS: ORACLE 8.x, 9.x, 10g, Microsoft Access
Development
Tools:
Service Suite Compose Application
Applications: Oracle CC&B 2.x, Banner/Advantage/Customer Suite 2.x, 3.x,4.x,
TOAD, Microsoft Office, Microsft Visio, Microsoft Project, Service
Suite 7.x, 8.x (Advantex)
Methodologies
Training: Customer Suite 4.x, Service Suite 8.x
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Resume: XSLT / XForms Developer
ACCOMPLISHMENTS:
Accomplished, self-motivated Software Architect with over 15 years of experience
developing client/server and Web applications using Oracle 11i SQL, ColdFusion 9,
JavaScript and jQuery1.7 technologies.
Innovative thinker: Able to bring proactive, dynamic solutions to difficult or high-pressure
situations.
Unique ability to translate complex technical information into plain English for the benefit
of end-users at all levels.
Work Ethic: Works with a positive, proactive attitude, consistently delivers high-quality
development solutions under the tightest deadlines.
Roles: Web/Database Developer (NIH/NIEHS, RTI, eBay, NASA, GlaxoSmithKline,
Navy), System Administrator, Database and Web Developer (EPA), Senior Programmer
(NIEHS), Security Consultant (US Post Office).
EXPERIENCE:
Environment Protection Agency, RTP, NC 7/12-9/12
Lockheed Martin and Zachery Piper, LLC
Software Engineer
Responsibilities included creating and maintaining web sites and
database for the Environment Protection Agency
Created web pages with User Interface Coding, added a new search
box using JavaScript for the new AIRNOW website used to display Air
Quality Indexes for the US.
Wrote queries and exported data for the AIRNOW database school
flag program
Enhanced the OASIS intranet website by implementing the new multi-
level drop down menu in jQuery1.7, HTML5, and CSS3
Conducted Disaster Recovery Testing for the reports and forms on the
AIRAQS EPA database
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Environment: ColdFusion 9 with Fusebox 5 API, CSS3, JavaScript, jQuery 1.7, HTML5,
ADOBE CS4, Oracle 11i Databases.
UNC Chapel Hill, NC 4/12 – 6/12
Web Developer
Responsibilities included creating and maintaining web sites for the Office of Student Affairs at
UNC Chapel Hill
Redesigned website for the “Family Weekend Reservation” system and
the “Career Services” system using User Interface Coding
Adding the Model-Glue 3 Framework to the existing applications
Environment: ColdFusion 9, CSS3, JavaScript, HTML5, ADOBE CS4, and MS SQL Database.
C Systems LLC – Goldsboro, NC 2/11 – 4/11
Web Developer
Remote Technical Support and Web Development
Enhanced website and consulted with clients
Updated content and graphics using
Uploaded changes to server using FTP
Environment: ColdFusion 8, CSS, JavaScript, XHTML, ADOBE CS4
Marine Corps Air Station - Cherry Point, NC 06/10 – 9/10
Senior Web Developer
Senior Web / Database developer and System Administrator for the V22
and 18 other aircraft information systems for the US Marine Navy Air
Station at Cherry Point, NC.
Responsibilities included creating, enhancing, and maintaining the 19
websites and databases for the Chit Management system.
Responsible for maintaining documentation including Requirements,
Design diagrams, PowerPoint Presentations and Quality Assurance, 508
Compliance. Keeping all procedures and methodologies consistent with
an ISO standards development environment.
Environment: ColdFusion 8, CSS/JavaScript, XHTML, ADOBE CS4, MS ACCESS 2007 and MS
SQL and Sharepoint Databases.
Marine Corps Air Station - Cherry Point, NC 5/08 – 2/10
Web / Database Developer
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Developed and maintained the Metric Web Intranet sites for US Marine
Navy Air Station
Responsible for ISS FF (In Service Support Fast Forward) Metric System
development for the US Navy (NAVAIR) located at Cherry Point Marine
Corps Air Station.
The Metric system generates charts, graphics and statistical reports for
the department managers and commanders of the Department of the
Navy at Cherry Point, NC and North Island, CA.
Database responsibilities included writing and maintaining complex SQL
queries, updating and creating database tables, views, and stored
procedures:
Monitored and corrected system problems
Designed with User Interface Coding to create new reports and charts on
the intranet web sites.
Created documentation for the Oracle Database and Websites, including
Requirements, Test Plans, and User Guides.
Security Clearance: Position of Trust (DoD)
Environment : ColdFusion 8, PhotoShop, Flash, Fireworks, XML/CSS/JavaScript, XHTML, SQL,
PL/SQL, Materialized Views, Procedures, ORACLE 10g databases. Tools: TOAD, Beyond
Compare, PowerPoint, MS Office Suite, ADOBE CS4
CISYS, Inc – Raleigh, NC 12/07 – 02/08
Web / Database Developer
Developed event registration web site for the company “Presentation
Strategies” on a contract to Astellas and GlaxoSmithKline.
Wrote new application, database and reporting software for the web
using ColdFusion MX, CSS, XHTML and JavaScript code.
Developed website from wire frames provided by designers and added
graphics using Fireworks and Photoshop.
Uploaded changes to server using FTP.
Developed database using MS SQL Server 2005 and populated
database with excel files using Data Transformation Service.
Environment: ColdFusion MX, Photoshop, Dreamweaver, Fireworks, CSS, JavaScript, XHTML,
MS Office Suite, ADOBE CS4
UNC School of Nursing – Chapel Hill, NC 10/07 – 11/07
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Web Master / Database Consultant
Enhanced web sites for the School of Nursing Information and Instruction Technology
Department.
Enhanced and debugged existing code as well as wrote new
applications for the web
Updated code and graphics using Dreamweaver, Fireworks and
Photoshop. Uploaded changes to server using FTP.
Environment: ColdFusion MX, Photoshop, Fireworks, AJAX, CSS, JavaScript, XHTML, MS
Office Suite, ADOBE CS4
Fraternal Order of Police – Goldsboro, NC – Volunteer 6/07 – 1/09
WEB DEVELOPER
Enhanced web site by making changes to HTML and JavaScript code.
Updated content and graphics using Dreamweaver, Fireworks and
Photoshop.
Uploaded changes to server using FTP.
East Carolina University - Greenville, NC 03/07 – 6/07
Intranet Software / Database Developer
Enhanced web site by making changes to HTML and JavaScript code
As web developer converted existing web programs and developed
new ones to use MS SQL 2005 instead of MS ACCESS 2007 databases
Developed user interfaces in ColdFusion MX 7, HTML, CSS and
JavaScript and migrated and enhanced databases for the East Carolina
University systems
These projects were for the “Information Technology and Computing
Services” department.
Environment : ColdFusion MX 7, CSS/JavaScript, XHTML, Dreamweaver, PhotoShop,
Fireworks, Content Management Tools (COMMONSPOT), MS ACCESS 2007 and MS SQL
2005 databases.
Research Triangle Institute International - RTP, NC 08/05-09/06
Software and Database Developer
Designed and created the new web accessible Knowledge Management
System (KNet) and subsequent enhancements to the system.
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This database driven suite of web applications is used as the main
desktop application to organize, search and upload documents, contacts
and project data for the Center for Technology Applications (CTA). This
system is used for surveys, database retrieval and research by
commercialization engineers and program managers of the CTA
department. Updated graphics using Fireworks and Photoshop. Used
Bugzilla to track software changes.
Enhanced and maintained the following RTI systems including NASA
web sites and other web enabled
Gathered requirements, prepared documentation and conducted quality
assurance for the systems
Managed and migrated data using MS Enterprise Management System to
develop, import and export new databases
Sleep Study Compliance Manager / Database Management
Managed data for a Sleep Study project conducted by engineers and
scientists at Duke University and RTI International at the RTP location.
Ensured that participants were compliant with established Sleep Study
protocols throughout the study.
Communicated with the engineers and study participant guides to
provide feedback to relay to participants.
Reviewed newly developed compliance software for possible
enhancements and software bugs.
Analyzed and tested sleep study software used in database management.
Environment: ColdFusion MX7, PHP, CSS, JavaScript, XHTML, Dreamweaver, Bugzilla,
PhotoShop, Fireworks, MySQL, MS SQL Server 2000 databases.
United States Post Office, Raleigh ,NC 06/06-07/06
Senior Security Analyst
Reviewed and made recommendations for changes of computer code
before the final release to the United States Postal Service.
Reported code issues and security threats found in code written in the
computer languages ColdFusion, SQL, HTML, XML and JavaScript.
Documented and described reasons for code changes using customized
software package designed for recording and prioritizing threats.
Security Clearance: IRS MBI (Minimum Background Investigation)
Approval
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American Research Institute - Raleigh, NC 05/05-08/05
Web / Database Developer
Served as Internet/Intranet Developer for the ARI Corporate Web Site,
eBay Instructor web site and internal systems used for e-learning.
Enhance and maintain the ARI systems using XHTML, ColdFusion MX
7, JavaScript and MySQL database.
Gather requirements, prepare documentation and conduct quality
assurance for the system.
Uses EMS Management System to develop new databases in MySQL.
Analyzed, developed and migrated databases from SQL 2000 to MySQL
using Data Transformation System.
Environment: Microsoft Office, HTML, XHTML, ColdFusion MX 7, Dreamweaver,
JavaScript, MySQL, SQL 2000, EMS Management System, and Windows NT.
Environment Protection Agency - RTP, NC 03/04-04/05
Internet Technology Analyst and System Administrator
OAO Technologies Federal Systems - Durham, NC
Served as System Administrator for the EPA (Environment Protection
Agency) Web Hosting Group.
Reviewed and approved EPA web sites as they are developed for
government standards and security.
Implemented and monitored the websites on various servers at the
National Computing Center located at the EPA.
Prepared backup files, conducts code reviews and deploys code to
production servers.
Served as Internet/Intranet Developer for the EPA Application
Deployment and Tracking System.
Enhanced and maintained the ADC System using XHTML, ColdFusion,
JavaScript and Oracle 9i database.
Gathered requirements, prepares documentation and conducts quality
assurance for the system.
Conducted meetings and gives presentations of latest system
enhancements to Federal Officials each month and provided analysis and
guidance for future development of the system.
Enhanced ADC Web application by creating a dynamic reporting system
using HTML, CSS, JavaScript and ColdFusion.
Added security for default passwords and system database updates.
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Created a new Technical Project Manager role. Added Java Milestones
and changed Java role from static to database driven. Made it possible to
edit Other Contact fields, added OAS role, and changed hard coded data
to dynamic data in many key areas.
Environment utilized Microsoft Office, HTML, XHTML, ColdFusion,
JavaScript, Oracle 9i, and Windows XP/NT.
Security Clearance: MBI (Minimum Background Investigation) Approval
Habitat for Humanity - Raleigh, NC 01/04 – 03/04
Database Consultant
Provided consulting services for new scheduling system with database created in MySQL.
Used to coordinate volunteer’s schedules and contact information for building houses.
National Institute for Environmental Health Sciences, Durham, NC 08/00-08/03
SOFTWARE DEVELOPER / DATABASE DEVELOPER
Successfully worked with Java, XML, XSLT to create the new Toxicology
Database Management System in Java 2 Enterprise Edition.
This included writing business rules, development analysis reports, design
development reports, development test plans, deployment description
reports, database maintenance reports and user's guide for TDMS Web
Menu web application using MS Word and Visio.
Developed complex scientific reports using XML, XSLT and Java Beans.
Report data is designed in XML and is extracted from the Oracle
database using Java Beans. XSLT and XSL-FO (formatting objects)
changing the XML report data into PDF format.
Developed Help files in HTML and linked them to JSP pages for the
new TDMS Enterprise system reference tables.
Wrote, tested and corrected Java Server Pages accessing Oracle database.
Enhanced the TDMS Web Menu application by adding extended
selections using ColdFusion, JavaScript and SQL.
Maintained a number of databases including the TDMS (Toxicology
Database Management System on a ADABAS database, the TDMS Web
Reports Menu Oracle database and the Post-PWG Oracle database.
Developed Visio diagrams of databases.
Enhanced the Post-PWG database with tissue site search options using
ColdFusion, HTML, and JavaScript and embedded SQL.
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Added automatic updates from the Dec Alpha server to Oracle 9i using
sequel loader control scripts.
Enhanced the Web Reports Menu adding over a hundred extended
selections and functions to all of the scientific reports using ColdFusion,
HTML, JavaScript, and SQL.
National Institute of Environment Health Sciences Durham, NC 07/95-08/00
Programmer Analyst / Database Developer (Technology Planning and Networks Corporation)
Maintained the National Institute of Environment Health Sciences'
(NIEHS) Toxicology Database Management System (TDMS) using
programming languages (i.e. Natural/ADABAS and Digital Control
Language on VMS operating system).
Converted and migrated ADABAS data to Oracle data to make it
possible for the scientists at NIEHS to query data using the ColdFusion,
HTML, JavaScript, and SQL application on a relational database.
Wrote DCL scripts (digital control language) to run batch programs used
to transfer the data and to keep the Oracle databases automatically
updated.
Developed the most inexpensive way to fix the Y2K problems in the
mission critical TDMS system by solving the last available date issues
concerning all date functions finishing the Y2K project several months
before the deadline.
Served as Database Administrator and liaison for Cellular Toxicology
Genetic System. Responsibilities included backups and updates to the
CGT relational database.
Developed reports for chemists and scientists at NIEHS using stored
procedures.
Developed system documentation and system diagrams for CGT system
written in PL/1 and COBOL using Visio and MS Word.
Fixed COBOL and Alpha IV/V software errors in CGT system.
Cellular Genetoxicity Coordinator / DBA
Maintained large relational database of lab results of Mutagenicity
Testing.
Performed data corrections using Datatrieve, performed monthly updates
and database backups, and responded to database query requests from
the NIEHS institute.
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Trained and provided software support to associates and labs in NC and
CA doing toxicology testing and laboratory data entry using the ALPHA
IV database system.
Created inventory and compliance documents for year 2000 date
problems in relational database and programs written in PL/I, COBOL,
FORTRAN, C, and Datatrieve.
Information Center Programmer
Wrote programs in Natural/ADABAS that generated special reports for
scientists at the National Institute of Environment Health Sciences using
data retrieved from the ADABAS database.
Converted existing programs from Natural 1 to Natural 2.17 using DEC
VAX and ALPHA mainframes.
Provided analysis of program requirements, testing, and verification of
data compiled in the reports.
Supervised and instructed associates in testing and verification of
programs.
Wrote technical documentation for all programs written.
Retrieved all information for “Mouse Book” to be written by various
scientists at NIEHS.
National Institute of Environment Health Sciences, Durham, NC 07/95-08/95
User Support Specialist, Software Certification Specialist and QA Analyst
Information Systems and Networks Corporation -
Served as a liaison to laboratories under contract to the National Institute
for Environmental Health Sciences who were performing special
toxicology testing of organic chemical agents.
Identified and communicated software and hardware problems
encountered by the laboratories and the user community to developers
and hardware support.
Participated in system testing or acceptance testing of new equipment,
software modifications and enhancements to the Toxicology Data
Management System (TDMS) and the Laboratory Data Management
System (LDAS).
Summer, 1993 East Carolina University - Greenville, NC
Position: TUTOR- TEMPORARY
Tutored disabled students.
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Technical environment included DOS, MS Windows and Excel.
Summer, 1992 Wayne Community College - Goldsboro, NC
Position: TUTOR-TEMPORARY
Tutor for WCC Tutorial Services - Tutored adult students in Algebra,
COBOL, and FORTRAN.
EDUCATION:
B.S., Mathematics, major: Systems Programming, minor: Decision Sciences
East Carolina University - Greenville, NC Graduated in 07/95
A.A.S., Business Computer Programming
Wayne Community College - Goldsboro, NC Graduated in 06/92
PROFESSIONAL CERTIFICATIONS/TRAINING:
ITILv3 Foundation Certificate – Individual sv4 - Apprio Inc Best Practice Training Portal -
CSME Raleigh, NC
Cisco Web Development and Design – Flash, Photoshop, Fireworks, HTML – Johnston
Community College – Smithfield, NC
Oracle I Introduction to Oracle Intelligent Information Systems - Durham, NC
Oracle II Develop PL/SQL Program Units DB Basics - Raleigh, NC
ASP.NET and ADO.NET, using VB.NET - NCSU - Raleigh, NC
EPA Security Course, Online Training, OAOT - Durham, NC
Federal Security Course, MCAS Cherry Point, NC
AWARDS:
Presidents Awards:
Developed and designed web interface (TDMS Web Reports Menu).
This serves as an interface between lab users and the Dec Alpha
mainframe. This was developed using ColdFusion, JavaScript and
creating and maintaining Oracle databases so the laboratories
throughout the world could order scientific reports.
Developed custom software to retrieve data and retrieved large data
sets for the NIEHS Pathology Department Mouse Book.
Awarded Excellent testing certificate for testing of the new
Laboratory Data Acquisition System (LDAS II) written in Visual
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
Milestone Utility Services, Inc. Confidential and Proprietary
101
C++. This system is used for entering data on the laboratory sites
worldwide.
Development of Post-PWG web search system using ColdFusion, HTML, JavaScript, and SQL.
Developed the Oracle database for the search with completed (Post-PWG) experiment tumor and
clinical observation data. This data is used by the scientific community at (NIEHS) and throughout
the world.
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
Milestone Utility Services, Inc. Confidential and Proprietary
102
Resume: NextAxiom Developer
Objective: Looking for a senior level position as Sr Technical Lead Architect
NextAxiom/Java/Spring MVC/Web services/Web sphere MQ or related
position with 8 years of NextAxiom experience and 5 years of tech lead
where a diverse background and proven technical expertise will
be utilized
Education: BS in Computer Science, JNT University, India
MS in Computer Science, Texas A&M University
Skills: NextAxiom, Spring 2.5, Hibernate, SOAP/XML, J2EE, EJB, Struts,
Servlets, JSP, Web Sphere, Oracle, UML, SOA and TIBCO
Strong experience in the analysis, design, development and testing of enterprise
Applications using J2EE, UML(Rose, Visio), XML, Web logic and Oracle
Agile methodologies employed in several software development projects.
Experience:
Client South West Airlines ( Sr NextAxiom Lead Architect) Dec 2007 -
Present
Involved in the design, development, testing and support for the image lookup
web service in NextAxiom,Spring 2.5, Ajax, Hibernate
Implemented as a J2EE solution on Oracle Application Server
Designed and developed oracle stored procedures on Oracle 10g database
Developed JUnit test cases for unit testing and documented test scripts for
integration testing
Involved in the full development life cycle and a key player in identifying and
defining the product requirements and direction.
Client MCI WorldCom ( Sr NextAxiom Lead Architect) Jan 99 – Dec 2007
Designed and implemented an embedded wireless Instant Messaging systems for
GSM cell present phones. This server facilitates the integration of disparate IM
systems like yahoo, MSN and ICQ into one system with XML based protocol
interfacing with NextAxiom services.
The system was developed in WebSphere MQ, XML, C/C++ on Sun Ultra Sparc
and
also ported to Red hat linux. Extensively used SOAP/XML, J2EE, EJB, Struts,
April 3, 2013
RFP 7486 Utility Customer Information System Consulting
Milestone Utility Services, Inc. Confidential and Proprietary
103
Servlets, JSP, WebSphere, Oracle, UML
Implemented a embedded system interfacing with CDMS switch that controls and
trasfers and generates the Routing information of all the Network Descriptor nodes
in a typical telecommunication network. The system was developed using XML, java
and C++ on Sun Sparc server. This embedded server allows analysts to generate
auto Routing directly from the switch to desktop and back to switch in real time.
This embedded system allows GUI interaction also to generate reports and analyse
the traffic load in the system. Extensively used SOA and TIBCO
Designed and implemented Java servlets for XSales application interfacing with
Apache and the back end database is Oracle.The XSales application facilitates the
analysts at MCI to adjust and create the Performance Measures in the Commission
plan. The architecture was developed by JDK1.2.2 with JBuilder, XML and HTML
was
developed with Dreamweaver.
Client Nortel (Technical Team lead) Jan 93 - Dec 98
Designed and developed Network Management system MDS on HP Unix using,
Java, Swing, Oracle, CORBA
Developed a Quadrant 3 (Q3) Agent and a TMN Manager Simulator for DMS-
MTX networks. The Agent is generated from the Management Information Base
(MIB).
Agent feature provides the hierarchical Containment Tree (part of the agent)
which models the given DMS-MTX network. This is one of the date structures of
the Q3-interface agent around which the functionality of the Agent is built. The
feature, Fault Management, implements the conversion from raw network element
logs to Telecommunications Management Network
(TMN) Events by a remote network management application via Common
Management
Interface protocol(CMIP). The receipt and processing of network management
application requests for log information and Event Forwarding Discriminator (EFD)
configuration