Oracle Corporation et al v. SAP AG et al

Filing 768

Declaration of Zachary J. Alinder in Support of 767 MOTION No. 3: to Exclude Testimony of Defendants' Expert David Garmus filed byOracle EMEA Limited, Oracle International Corporation, Oracle USA Inc., Siebel Systems, Inc.. (Attachments: # 1 Exhibit A, # 2 Exhibit B, # 3 Exhibit C, # 4 Exhibit D, # 5 Exhibit E, # 6 Exhibit F, # 7 Exhibit G, # 8 Exhibit H, # 9 Exhibit I)(Related document(s) 767 ) (Alinder, Zachary) (Filed on 8/19/2010)

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Oracle Corporation et al v. SAP AG et al Doc. 768 Att. 3 EXHIBIT C 009 P Expert Report of OPaul C. Pinto 2 racle USA, Inc., et al. v. SAP AG, et al. Designated Highly Confidential P ursuant to Protective Order M aul C. Pinto anaging Partner, Sylvan VI. Inc. N ovember 16, 2009 A/73216633.3 Expert Report of Paul Pinto Highly Confidential throughout the 24-month duration of the project. II. QUALIFICATIONS OF EXPERT WITNESS A. Background A copy of my curriculum vitae is attached as Appendix A. I have worked in the field of Software Development and Enterprise Resource Planning ("ERP") system related services for 24 years. I spent the first half of my career as a delivery agent assuming progressively more challenging roles in providing Product Development, System Integration, and Managed Services associated with SAP, Oracle, PeopleSoft, and JD Edwards products. The second half of my career has been focused on leveraging my product knowledge to serve as a backdrop for evolving my skills as a management consultant that is focused on providing product development and outsourcing advisory services to global clients. I am the co-founder of Sylvan VI, Inc., an advisory services firm, which provides management consulting services to clients contemplating the selection of a packaged software product or considering engaging an external service provider to custom develop software. In this role, I leverage my deep knowledge of the software industry and system development life-cycle to provide independent and unbiased advice associated with a client's "buy" vs. "build" decision. Prior to founding Sylvan VI, I served as a Senior Executive with Infor Global Software (a $2.3B Software company in 2008) and Epicor Software (a $480M Software company in 2007), both of which publish software products that directly compete with Oracle and SAP. In these roles, I was responsible for running the Software Product Implementation and Managed Services business lines, which focused on implementing, upgrading, customizing, and supporting a variety of ERP and Financial Management software products. Prior to my employment with Epicor, I served as a Senior Vice President for NIIT Technologies (one of the largest India-based systems integration firms). In this role, I was responsible for the day-to-day operations of the U.S. business entity, along with overseeing the sales, estimating, and product development functions for a number of India-based software development centers. Page 3 of 45 Expert Report of Paul Pinto Highly Confidential I understand that SAP TN maintained entire copies of Oracle's PeopleSoft, JD Edwards, and Siebel enterprise software applications, as well as fixes, patches, and updates to those enterprise software applications, on SAP TN's computer systems and that SAP TN used these sources in providing support services to its customers. I also understand that SAP TN used copies of Oracle's database software1 in the provision of support services to its customers. In light of SAP TN's use of the underlying JD Edwards, PeopleSoft and Siebel enterprise software applications (in addition to using the fixes, patches, and updates for these applications) in providing support for its customers, I have quantified what it would have cost Defendants to independently create the underlying applications - and not just particular fixes, patches, and updates - for the Oracle products identified herein. The cost of development of the underlying body of applications including the time and technical and litigation risks associated with such development would, in my opinion, and based on my experience, significantly factor into a decision by a potential licensee whether to license a product from the original developer, as well as factoring into the reasonable amount to be paid for that license. In addition, while I do not quantify the cost of development of the database software involved in Defendants' allegedly illegal activities through this report, the cost of development of the database software would also factor into this analysis. A. General Approach In light of the above circumstances, I have focused my analysis on what it would have cost Defendants to independently develop the underlying software applications used in administration of maintenance services provided by SAP TN. I understand that Paul Meyer of Navigant Consulting, who is also retained by Bingham McCutchen on behalf of Oracle in this litigation, will be quantifying actual copyright damages based on the fair market value of Defendants' use. My analysis is related to this fair market value of use analysis because it 1 The term "database software" as used herein refers to any version and edition of Oracle's Relational Database Management System software. Page 5 of 45 Expert Report of Paul Pinto Highly Confidential demonstrates a portion of Defendants' avoided costs and avoided risks and avoided delays from infringing, rather than independently developing, the cited products. Further, over my career as an outsourcing advisor and software company executive, I have been involved in hundreds of license negotiations, from the perspective of both the buyer and the seller of products. In negotiating the price of licenses, I would regularly consider the avoided costs, including saved time and avoided risks (such as avoided Research and Development ("R&D") missteps and avoided litigation from the IP owner) associated with licensing productized software, as opposed to independently developing software. Time and cost, are indeed, the most important considerations to potential licensees in my experience. My estimation of the cost of development is evidence of the investments avoided by not independently developing the products at issue in this litigation. B. Additional Value to Infringers Through my years of industry experience and active consulting work, I am very familiar with the challenges and efforts associated with the development of enterprise application software and the provision of support services for that software. By infringing Oracle's intellectual property rights rather than independently creating the products specified in the Complaint, Defendants would have avoided the costs associated with independent development. Defendants also received a number of other benefits related to avoided cost, in the form of quicker time to market and avoided risks, including the avoidance of: the significant upfront monetary outlay necessary to create the intellectual property; the risk of taking wrong turns or making errors in the development process; the risk that the personnel necessary to complete the project were unavailable; and the risk that the creation of the product would take longer than anticipated and therefore the desired customer base would remain with the original support provider. As discussed above in my summary of opinions, the ramp-up needed for a software development effort of this size would require access to, and the ongoing retention of, more than 2,828 well-trained personnel, for a period of no fewer than two years, to develop all of the cited Page 6 of 45 Expert Report of Paul Pinto Highly Confidential software products. A development effort of this scope and complexity would be an extremely large project, very aggressive, and of high-risk to be pursued within this timeframe. It would be exceedingly difficult for a project of this magnitude to be successfully completed within a 24 month period, but equally difficult for business reasons (e.g., pursuing a time sensitive market opportunity) for the development effort to exceed 24 months. Based on the required level of business and technical knowledge and expected attrition, however, it would be tenuous to retain a team of this size and caliber for the required duration within a single U.S. city. While there are a limited number of U.S. cities that possess a large enough, technically qualified talent pool, these same cities house a number of established software development shops which actively compete for the best technical resources. As a whole, these circumstances highlight why my cost estimate is particularly conservative in light of the constraints at issue. Infringement, rather than independent development, would save not only the costs of development identified through my Function Point and COCOMO analyses, but the significant time and risk associated with independent development. Further, testimony from this litigation reflects the additional value that would come from hiring personnel with experience through former employment by JD Edwards, PeopleSoft, Siebel, and/or Oracle.2 The desire to hire an even smaller subset of available personnel, namely, personnel with experience in similar roles at JD Edwards, PeopleSoft, Siebel, or Oracle, could potentially drive up the labor costs even further. C. Selection of Function Point Analysis While the benefits to Defendants from infringement rather than development are extensive, this report specifically quantifies a sub-set of those benefits associated with the dollar value of avoided R&D expenses. As described in Section V, I created an estimated cost of development for JD Edwards EnterpriseOne and PeopleSoft applications, using Function Point See, e.g., December 5, 2008 Deposition of Matthew Bowden at 46:13-47:25; January 6, 2009 Deposition of Shai Agassi at 119:17-120:2; May 21, 2009 Deposition of Seth Ravin at 11:15-12:20, 19:11-21:12. 2 Page 7 of 45 Expert Report of Paul Pinto Highly Confidential Analysis. This method of analysis is focused on assessing the size of a software product, in normalized terms that are directly related to the amount of business functionality provided to the end-user of the application. As such, this approach can be applied across a wide range of application development environments and throughout the full life-cycle of the software development effort. When coupled with a series of business metrics, such as productivity and the hourly rates for assigned personnel, the total cost of application development can be readily derived. The method of Function Point Analysis was introduced in 1979 (by IBM), and is actively maintained by the International Function Point Users Group ("IFPUG") as part of its Functional Size Measurement Method. Function Point Analysis provides an objective, comparative measure that assists in the evaluation, planning, management, and control of software production. Among other things, it is used, as applied here, to develop an estimated cost of development of a software product.3 I chose to use Function Point Analysis for this assessment because it is recognized by the International Standards Organization ("ISO") as a valid method for assessing the size of a software product and for deriving the associated cost of product development.4 It is also recognized by a number of the world's largest I.T. consulting companies and has been used by IBM, TCS, and Infosys since its inception. Also, I have considerable experience applying the required techniques in real business scenarios, where it is regularly used to estimate software development efforts and associated costs that are based on a set of defined requirements, which is known as "forward-engineering." I have also applied this method in situations where legacy software products needed to be redeveloped onto a modern computing platform, while maintaining the existing functionality. 3 4 International Function Point Users Group, About IFPUG, [ORCLX-PIN-000008] International Standard ISO/IEC, 20926, Manual, October 2003, Software engineering - IFPUG 4.1 Unadjusted functional size measurement method - Counting practices manual, [ORCLX-PIN-000009] Page 8 of 45 Expert Report of Paul Pinto Highly Confidential D. Selection of COCOMO Analysis To confirm the estimates reached through Function Point Analysis for the JD Edwards EnterpriseOne and PeopleSoft products, and to assess the cost of development for the JD Edwards World and Siebel products, I applied an alternate estimating method known as Constructive Cost Model (COCOMO) analysis. COCOMO is an industry-accepted method that provides a reliable approach to performing high-level "top-down" estimating, as a valid alternate method to performing a low-level "bottom-up" analysis as is required for Function Point Analysis. COCOMO is an algorithm-based software cost estimation model that employs the use of regression formulas, coupled with parameters that were derived from historical project characteristics. The model was originally published in 1981 as a method for estimating the level of effort, project duration, and costs associated with developing software. This original model was referred to as COCOMO 81. 5 In 2001, the second version of the model, COCOMO II, was published. This recent iteration is better suited for estimating modern software development projects, by providing an updated set of project characteristics that are more aligned with today's software development tools, iterative approaches, and relational databases. The need for this new model was prompted by the evolution of software development technologies, which moved away from mainframe and overnight batch processing, and moved toward desktop development and code reusability. 6 COCOMO II estimates the software development effort as a function of a limited set of "scaling drivers" that describe the development process, and a set of "cost drivers" that include subjective assessments about the product, platform, personnel, and project attributes. The end result of a COCOMO II analysis is the estimated total cost of development. COCOMO Model II, Center for Systems and Software Engineering, [ORCLX-PIN-000003] 6 Id. 5 Page 9 of 45 Expert Report of Paul Pinto Highly Confidential I chose to apply COCOMO II analysis here (which I also refer to generally as "COCOMO"), because it provides a reliable method for confirming the development costs for JD Edwards EnterpriseOne and PeopleSoft that were estimated through Function Point Analysis. COCOMO analysis also allows the JD Edwards EnterpriseOne and PeopleSoft estimates to be reasonably extrapolated to the JD Edwards World and Siebel products, respectively. IV. SCOPE OF ANALYSIS As described in Section III above, I understand that SAP TN used copies of Oracle's PeopleSoft, JD Edwards, and Siebel enterprise software applications, as well as fixes, patches, and updates to those software applications, to provide support services to SAP TN customers. In light of the overall volume of material put at issue by SAP TN's actions, I focused the majority of my effort on a targeted subset of this material. Specifically, I analyzed the cost of development for the following Oracle products using a Function Point Analysis: x JD Edwards EnterpriseOne, Version 8.12, x PeopleSoft 8.8 Customer Resource Management ("CRM"), x PeopleSoft 8.8 Human Resources Management System ("HRMS"), x PeopleSoft 8.4 Financial Supply Chain Management - rev 1 ("FSCM"), x PeopleSoft 8.0 Student Administration ("Student Admin"), and x PeopleSoft 8.8 Enterprise Performance Management - rev 1 ("EPM") These products offered the advantage of providing relatively easy access to the components of Source Code, which was required for my analysis. I also understand that these products represent the latest copyrighted versions of these products that were also supported by SAP TN. After concluding my Function Point Analysis, I performed a COCOMO analysis on the products listed above, as well as on the JD Edwards World and Siebel products that I understand are also at issue in this litigation. If I were to assume a less conservative posture, I could have reasonably analyzed the cumulative development costs associated with each of the prior product versions, along with the development costs associated with producing the ongoing fixes, patches, and updates for each Page 10 of 45 Expert Report of Paul Pinto Highly Confidential version. I did not do so in order to ensure that there was no double counting of any development efforts between versions. I also could have analyzed the value of time associated with acquiring instant access to the software applications, as opposed to enduring the time required for developing the cited products. Instead, however, I focused my analysis on the pure cost of development of the underlying products themselves. These examples demonstrate ways in which my report represents a conservative position. V. FUNCTION POINT METHODOLOGY The approach of Function Point Analysis was carefully selected, based on the existence of well-documented and widely-accepted estimating practices that provided the ability to reverse-engineer the costs associated with full life-cycle product development, using the size and complexity of the underlying Source Code as a proxy for the total cost of development. IFPUG,, which is a non-profit, member-governed organization, provides a measurement technique called Function Point Analysis ("FPA") for the functional sizing of software. IFPUG endorses FPA as its standard methodology for software sizing. Furthermore, IFPUG participates as a Lead Member in the International Software Benchmarking Standards Group Ltd. ("ISBSG"). 7 In adopting a conservative posture in the scope of my analysis, I determined that only the most recent copyrighted versions of JD Edwards EnterpriseOne and PeopleSoft that were supported by SAP TN would be analyzed to derive the cost of development for purposes of my analysis. By focusing on the most recent versions, I thereby assumed that all of the work effort associated with creating prior versions would be accounted for when estimating the costs associated with developing the most recent version. JD Edwards World and Siebel products are also at issue in this litigation. Although these two products were not analyzed using Function Point Analysis, the alternate method of 7 International Standard ISO/IEC, 20926, Manual, October 2003, Software engineering - IFPUG 4.1 Unadjusted functional size measurement method - Counting practices manual, [ORCLX-PIN-000009] Page 11 of 45 Expert Report of Paul Pinto Highly Confidential COCOMO analysis was applied. JD Edwards World and Siebel products were estimated based on the results of the PeopleSoft and JD Edwards EnterpriseOne analyses, my industry experience with these products, and input from Oracle, which combined, reasonably and reliably inform the expected total cost of development of the entire body of stolen products/modules, with the exception of the Oracle database software. The following description of my analysis applies to the explicit steps taken only to analyze JD Edwards EnterpriseOne and PeopleSoft. Section VIII provides my opinions regarding what can be reasonably opined regarding all of the infringed products. A. Stratification of Products by Source Code Language For the purpose of conducting my analysis, I extracted the underlying Source Code from the analyzed products as described in Section IV. This underlying Source Code next had to be organized into groups, based on the affinity of their underlying programming languages. Below, Table 1 (ORCLX-PIN-000065 Table 1) describes these groupings.8 Stratification by Programming Language Software Product Version JDE EnterpriseOne Version 8.12 PeopleSoft Version 8.X Programming Language Groupings C Java J2EE COBOL/400 SQC, SQR, DMS and SQL RPT and MDL PeopleCode Table 1 - Language Groupings B. Multi-Step Function Point Analysis To develop an accurate and demonstrable cost estimate associated with developing the intellectual property contained within the products, I adopted a "bottom-up" approach to performing my assessment. This micro-approach required a detailed analysis of the underlying Source Code components for each product. The approach to estimating encompassed a ten-step 8 Throughout my report, references to "PeopleSoft Version 8.X" refers to the PeopleSoft modules I described in Section IV ("Scope of Analysis"). The "8.X" reflects that for different modules, there are different numbering conventions within Version 8. For example, my model includes version 8.8 of module HRMS, but version 8.4 of module FSCM. Page 12 of 45 Expert Report of Paul Pinto Highly Confidential process, with each step building on the results of previous steps. As part of this process, I applied a variety of conversion and translation techniques that are based on well-documented, industry-recognized metrics and standards. To maintain a conservative posture, I elected to use the most conservative weighting/conversion factors from the provided metrics, whenever it made sense to do so. In certain instances, and based on my personal field experience, I elected to assume a more conservative metric than was stipulated by the cited source. Below, Table 2 (ORCLX-PIN-000065 Table 2) provides a high-level description of this process, along with a brief description of the required input information, activities performed, techniques applied, and resulting output information. Section VI explains each of these steps in greater detail. Estimating Approach (high-level view) Step Number 1 Input Information Code Components Activity Performed Identify, group, and count the source code components for the most recent versions of the Analyzed Products Count the number of Source Lines of Code in each grouping, within each of the Analyzed Products Determine the amount of functionality contained in each grouping, within each of the Analyzed Products Determine the number of pages of documentation associated with each of the Analyzed Products Derive the effort associated with performing full life-cycle product development for each grouping, within each of the Analyzed Products Distribute effort across the product development life-cycle for each of the Analyzed Products Allocate phase effort to the product development team roles for each of the Analyzed Products Derive the level of effort associated with localizing and translating the required documentation into a number of foreign languages Technique Applied Output Information Stratified Source Code Components Number of Source Lines of Code Number of Function Points Number of Pages of Documentation Manual identification 2 Stratified Source Code Components Number of Source Lines of Code Number of Function Points Number of Function Points Automated counting of source lines of code 3 Applying conversion tables that converts source lines to function points Applying conversion tables that converts function points to pages of documentation Apply development phase metrics and documentation metrics 4 5 Effort Estimate 6 Effort Estimate Apply development rolebased metrics Effort Distribution by Phase Effort Allocation by Role Estimated Cost of Document Translation 7 Effort Distribution by Phase Number of Pages of Documentation Apply productivity tables that associate roles with effort 8 Apply localization/translation metrics Page 13 of 45 Expert Report of Paul Pinto Highly Confidential Estimating Approach (high-level view) Step Number 9 Input Information Effort Allocation by Role Estimated Cost of Development Activity Performed Apply hourly rates and determine the cost of development for each of the Analyzed Products, across a number of staffing scenarios Analyze the estimated development costs for each of the Analyzed Products Table 2 - Estimating Approach Technique Applied Output Information Estimated Cost of Development Apply resource costs 10 Automated calculations Per Unit Cost Calculations VI. TEN-STEP ANALYSIS TO DETERMINE THE COST OF DEVELOPMENT USING FUNCTION POINT A. Step One: Identify and Group Source Code Components The purpose of identifying and grouping the Source Code components, from the total population of application components, was to identify and isolate those components from which meaningful estimates could be derived. While other components, such as application code, utilities, database files, screens, and documentation are all relevant and interesting, Function Point Analysis is designed to derive the effort required to create all of these other components as a function of understanding the size and characteristics of the associated Source Code. By applying Function Point Analysis, the development costs for all components can be extrapolated from understanding the underlying Source Code. The entire set of software components was reviewed, with a focus on identifying the components that represented Source Code. This was done by reviewing the file extensions to identify the file types that could contain Source Code, and then opening each suspected file to confirm that it did indeed contain valid Source Code. As the components of Source Code were identified, they were then grouped by product, module, version, and programming language.9 As the components of Source Code were identified, they were then grouped by product, module, version, and programming language. For the JD Edwards EnterpriseOne and PeopleSoft products, I was provided with the complete applications in the form of ISO files (images of CDs or hard drives), which were physically delivered in a series of external hard drives. With regard to PeopleSoft, a significant component of the Source Code was written in PeopleCode, which resided as objects within the database. For the purpose of my analysis, Oracle extracted these objects en masse from the PeopleSoft modules listed in Section IV and provided me with the set of PeopleCode as 9 Page 14 of 45 Expert Report of Paul Pinto Highly Confidential The original input for Step One was the software products/modules for the Analyzed Products. Below, Table 3 (ORCLX-PIN-000065 Table 3) displays the number of Source Code programs, for the identified groupings. Number of Source Code Programs Software Product Version JDE EnterpriseOne Version 8.12 PeopleSoft Version 8.X Programming Language Groupings C Java J2EE COBOL/400 SQC, SQR, DMS and SQL RPT and MDL PeopleCode Totals: Number of Source Code Programs 28,471 10,163 3,657 12,146 1,663 14 56,114 Programs Programs Programs Programs Programs Files (w/multiple programs) Programs/Files 38,634 Totals Programs 17,480 Programs/Files 56,114 Programs/Files Table 3 - Source Code Programs Detailed inventories of Source Code files, grouped by stratum, have been produced as bates number ORCLX-PIN-000063 for JD Edwards EnterpriseOne, and bates number ORCLX-PIN-000064 for PeopleSoft. B. Step Two: Count the Number of Source Lines of Code The next step involved counting Source Lines of Code ("SLOC") using speciallydesigned counting utilities. Counting SLOC is a simple procedure that provides an accurate predictor of development effort. 10 When development effort is appropriately attributed to the roles that participate in the Product Development Life-Cycle, and then combined with hourly rates, enough information is available to develop a reliable estimate of the cost of product development.11 Counting SLOCs still requires a certain amount of nuance, however. Imbedded within Source Code are various statements such as: physical lines of code, logical source lines of code, blank lines, and commented (unused or educational) lines of code. Each software development text files produced at ORCLX-PIN-000024 to ORCLX-PIN-000062. 10 Software Size Measurement: A Framework for Counting Source Statements, Technical Report CMU/SEI-92-TR020, ESC-TR-92-020, September 1992, Robert E. Parker, Software Engineering Institute at Carnegie Mellon University, pgs. 13-15. [ORCLX-PIN-000017] 11 Id. at 1-15. Page 15 of 45 Expert Report of Paul Pinto Highly Confidential language has rules for constructing its Source Code, in the same way that the English language has rules for constructing statements and sentences. These software coding rules, or standards, enable software utilities to be built that can distinguish the different rules and, therefore, count the different types of statements. The end product is the total number of logical Source Lines of Code. Since 1984, the Software Engineering Institute (SEI), at Carnegie Mellon University, has established standards for defining a Logical Source Code Statement. SEI is a federally-funded research and development center that conducts software engineering research in acquisition, architecture and product lines, process improvement and performance measurement, security, and system interoperability and dependability.12 I relied on these standards for this portion of my analysis. In order to use the logical Source Lines of Code count as the foundation for estimating software size and ultimately deriving the total cost of development, I constructed a number of software utilities that counted the logical Source Lines of Code, which are produced as ORCLXPIN-000066 to ORCLX-PIN-000085. Each line counting utility was specifically designed and tailored to address the specific needs of each type of source code that was analyzed (e.g., COBOL, C, SQL, SQR, etc). Below, Table 4 (ORCLX-PIN-000065 Table 4) is a sample of the output from the automated code counting utility for a series of "C" program files. Sample SLOC Counting Utility Output (for JDE EnterpriseOne example) File Name Total Lines of Source Code Logical Source Lines of Code n4002340.c 701 379 SLOC n4002350.c 984 519 SLOC n4002380.c 882 315 SLOC n4002400.c 192 81 SLOC n4002440.c 801 410 SLOC Table 4 - Sample SLOC Counting In sum, Step Two involved counting the number of logical SLOC within each grouping, which then served as the basis for establishing the size of the code base in subsequent steps. The 12 Id. at 13-21. Page 16 of 45 Expert Report of Paul Pinto Highly Confidential Source Code components, as identified in Step One, were used as the input for determining the number of logical SLOC. Below, Table 5 (ORCLX-PIN-000065 Table 5) displays the size of code base, for the identified groupings, expressed as the number of logical SLOC. Number of Source Lines of Code Software Product Version JDE EnterpriseOne Version 8.12 PeopleSoft Version 8.X Programming Language (stratum) C Java J2EE COBOL/400 SQC, SQR, DMS and SQL RPT and MDL PeopleCode Totals: Number of logical Source Lines of Code 6,906,168 868,623 2,057,468 2,282,005 244,760 3,066,260 15,425,284 Totals 7,774,791 SLOC 7,650,493 SLOC 15,425,284 SLOC Table 5 - Source Lines of Code C. Step Three: Determine the Amount of Functionality Step Three involves a process known as Backfiring to determine the amount of functionality. As explained above in Section V, Function Point Analysis is a method for determining the size of a software product, by describing it in terms of the amount of work being performed within the programming code. The major objective of Function Point Analysis is to describe the quantity of functionality that is contained in a component of Source Code, and to establish an objective statement of software size, which is independent of the technology in which it is written. Function Point Analysis, when paired with Backfiring, is a valuable technique for deriving the size of software in normalized terms. Backfiring refers to the process of using the end-product, in this case the Source Code, to determine the size of the application development effort that was used to produce it. Considerable research has been performed regarding the expressive power of computer languages. In particular, this research indicates how many logical SLOCs are required to implement a Function Point of work, with a single Function Point of work consisting of an elementary process that performs one of the following types of system-related activities:13 13 Function Point Counting Practices Manual, Release 4.2, ISBN 0-963-1742-9-0, The International Function Point Page 17 of 45 Paul C. Pinto Resume Paul C. Pinto 13525 Blakmaral Lane Alpharetta, Georgia 30075 (H) 770.667.6252 (C) 678.644.6170 Executive Summary Mr. Pinto has dedicated his entire 24-year career to the field of Consulting Services. Through his professional experiences, he spent the first half of his career as a delivery agent assuming progressively more challenging roles in providing package implementation and system integration services to client organizations. The second half of his career has been focused on leveraging his consulting knowledge to serve as a backdrop for evolving his business management and leadership capabilities. Mr. Pinto prides himself on his understanding of the global consulting services business, and his ability to provide thought leadership to his clients. Mr. Pinto is a Managing Partner for Sylvan VI, an outsourcing advisory services agency that provides guidance around business process reengineering, software package selection, and Vendor implementations. In this role, Mr. Pinto is responsible for working directly with Fortune 1000 clients, and Influencers (e.g. Legal firms, Management Consulting Firms, Software Vendors...) on developing mutually agreeable outsourcing strategies, and associated implementation efforts. Prior to Joining Sylvan VI, Mr. Pinto carried the title of Vice President of Worldwide Consulting Services at Infor Global Solutions (a $2.3 billion software company). In this role, Mr. Pinto is responsible for optimizing the way the consulting team delivers services to its worldwide customers. This initial assignment, is that of a change agent, and is acknowledged to be a precursor to assuming full responsibility for the entire $660 million division, within the next 12months. Prior to his employment with Infor, Mr. Pinto carried the title of Senior Vice President of Worldwide Consulting Services for Epicor Software (a $560 million software company). In this role, Mr. Pinto was responsible for managing the P&Ls for $176M line of business, which includes the complete responsibility for the sale and delivery of consulting services to clients in 144 countries. Mr. Pinto is credited with retooling the consulting group, and attaining record revenue and profit growth. Prior to his employment with Epicor, Mr. Pinto served as a Senior Vice President for NIIT th Technologies (the 8 largest offshore-based consulting services firm). In this role, Mr. Pinto was responsible for managing a team of Business Consultants that provided business and I.T.centric advisory services to clients interested in performing vendor evaluations, business process outsourcing, ERP implementations, assessing project risks, and measuring the value of initiatives. Mr. Pinto was responsible for leading the 22 customer initiatives over his 5-year tenure. Prior to his employment with NIIT, Mr. Pinto served as a Managing Director with marchFIRST (a $1.6 billion consulting firm). Mr. Pinto was responsible for leading the Solution Development functions within the South Eastern region of the U.S., which delivered $27 million in annual revenues. Mr. Pinto is credited with increasing revenues by 125% within a one-year period, and significantly growing the client base and overall capabilities of the organization. For the majority of 90's, Mr. Pinto was employed by Computer Task Group (a $500M consulting services firm). Throughout his 7-year tenure with CTG, Mr. Pinto held multiple roles on a variety of client projects. He led a number of high-profile projects, provided guidance to Paul C. Pinto Resume troubled projects, and served as a Management Consultant focused on providing I.T. advisory services to clients based in the South Eastern U.S. Mr. Pinto spent the early part of his career as a Business Analyst in Georgia Pacific (one of the world's largest manufacturer/wholesalers). Mr. Pinto provided project management, business requirements analysis and system design services to manufacturing plants around the world. Throughout his 5-year tenure, Mr. Pinto was credited with automating half of the company's production facilities and all of its field sales offices. Through Mr. Pinto's travels and experiences, he has come to possess a deep appreciation for the value of independent advisory services, which are administered from the perspective of global knowledge and first-hand experience. Over the last 8-years, Mr. Pinto has provided advisory services that have resulted in the acquisition and/or outsourcing of over $1.4B of services to external service providers located in Canada and Panama, and offshore venues in China, Eastern Europe, India, Singapore, Thailand, and most recently in Egypt. Paul C. Pinto Resume Experience Sylvan VI, Inc., Stuyvesant, New York. 2009 - present Sylvan VI is privately-held, outsourcing advisory services agency, established in 2007. Sylvan VI represents a new breed of advisory services that is focused on providing big-4 quality management consulting services, but at a fraction of the traditional costs. The company provides unbiased vendor and package selection services, through its team of well-seasoned Advisors, Managing Partner Responsible for providing expert advisory services to U.S.-based clients Accomplishments: Expert Witness in Dibon v. Chugach lawsuit Provided Expert Witness analysis. Reviewed and analyzed the root cause for the failure of an application development effort, which included the assessment of historic project deliverables, and project management artifacts.. Provide Expert Witness Report. Provided a report of my finding which included the analysis of the delivered code base, which confirmed that no copyright infringements occurred. Accomplishments: Advisor to The Outsourcing Institute ( Led the development of an online vendor selection process. Commissioned by the Outsourcing Institute to analyze and build an RFI/RFP development tool for use by premium subscribers to the Outsourcing Institute's services. Provide advice and counsel to the Outsourcing Institute. Serve as Senior Advisor in matters of outsourcing trends and the interactions between Buyers and Sellers of outsourcing services. Led effort to develop an online outsourcing marketplace. Led a study that was designed to understand how Buyers, Sellers, and Advisors interact through the relationship lifecycle. Then developed the interaction model in preparation for instantiation as an online tool. Provide Match-making services between Buyers and Sellers. Based on a Buyer's specific requirements, I provide recommendations on Seller's that should be considered during the RFP process. Accomplishments: Advisor to Bausch & Lomb Provide outsourcing advice and counsel. Worked with members of the executive team to develop and implement outsourcing strategies associated with Bausch & Lomb's Data Centers, Call Centers, and certain I.T. functions. Facilitate vendor selection process. Worked with the staff to develop outsourcing requirements, and develop a long-list and subsequent short-list of potential vendors. Paul C. Pinto Resume Infor Global Solutions, Alpharetta, Georgia. 2008 - 2009 Infor is a $2.3 billion privately-held, global software company, established in 2001. Infor is one of the largest software company's in the world, with a focus on providing best-of-breed solutions to meet business problems. The company provides software, services, and support to its 70,000 customers, through 9,000 employees located around the globe. Vice President Worldwide Consulting Services Responsible for optimizing the profitability of Infor's $660 million worldwide consulting services business, by driving 30% of the service delivery function to be provisioned from low-cost geographies. This is a new initiative within Infor, but deemed to be highly strategic. Accomplishments: Change Agent Increase Gross Profit Margin. Championing the effort to increase the Consulting Services Gross Profit Margin (GPM) from its current 19% (run-rate) up to 30% (run-rate) within the next 9 months. This is being done through a combination of increasing utilization, standardizing processes, and most significantly driving work to low-cost geographies. Increase Utilization. Worked with the Consulting Services leadership team to identify a standard approach to acknowledging the "Hours Available to be Billed" and the methods for measuring Realization (as opposed to utilization). Developed new compensation plans that were based on driving GPM, and encouraged Consultants to focus on increasing billable hours as opposed to simply increasing the number hours worked. Cleaned-up the legacy projects where the team was delivering considerable Free-of-Charge (FOC) work. Standardize Processes. Introduced the use of repeatable process (CMM Level 2) to the services team. Championed the effort to collect reusable artifacts and establish a library of standard processes and deliverables. Introduced deliverable-based, fixed-fee engagement pricing that is based on historic metrics and the use of pricing models, as opposed to the traditional time & materials based pricing. Also introduced an appreciation for understanding the cost-to-company of a field Consultant, which includes the acknowledgment of all associated burden and overhead costs. Establish the use of Low-cost Geographies. Prior to my joining the organization, Infor delivered all Consulting services from within the local geographies. Over my 5-month tenure, I have established a 200-person Center of Excellence (CoE) in Hyderabad India, where the fully burdened cost-to-company of a Consultant is $13.51/hour. Within the next 2-months, I will put a similar-sized, low-cost, facility in Monterrey Mexico. In order to drive work to these low-cost CoEs, we have frozen all hiring at the field level. Paul C. Pinto Resume Epicor, Irvine, California. 2006 - 2008 th Epicor is a $630 million global Solution Provider, founded in 1987. Epicor is the 6 largest ERP software company in the world, with a focus on providing industry-specific software to satisfy business problems. The company provides software, services, and support through its 2,300 employees located in 144 countries. Senior Vice President of Worldwide Consulting Services (Atlanta) responsible for leading a team of Management Consultants, based in the U.S. and U.K., that provides businesscentric advisory services to clients. While this team delivers $6.4M annually, it also served as the arrowhead for driving follow-on services. Mr. Pinto is also responsible for managing a $108M P&L, which includes the full responsibility for the delivery of services to a worldwide client base, and managing the deployment of 640+ consultants across 150+ active projects. Accomplishments: Business-centric Advisory Services Business process reengineering. Worked with Manufacturing, Distribution, Business Services and Retail clients that were interested in gaining operational efficiencies by better understanding their business processes. The typical engagement included business process modeling; high-level information needs analysis, value-chain analysis, and financial modeling. These engagements were focused on removing low value-added activities and determining the best way to leverage technology to truly serve the needs of the business. Shared services. Worked with clients that were interested in taking advantage of the inherent economies of scale associated with running multiple businesses. These engagements include analyzing business functions that are similar across multiple business entities, identifying best practices, and establishing consolidated centers of excellence. The back office accounting functions (AR, AP, GL, C&C) and Order Entry are always identified as being viable and are then subsequently consolidated. These engagements were focused on reducing overall operating costs, in an unbiased manner, and resulted in a 22% - 30% cost savings, and a 12 18 month ROI. Sourcing. Worked with large clients that were interested in harnessing the buying power of their entire organization, or were interested in participating in a cooperative buying arrangement with other entities. These engagements were centered on large clients with significant spending (>$1B annually) on indirect goods, who were yet to engineer their sourcing function. These engagements focused on reducing overall spending, and resulted in a 5% - 8% cost savings, and a 14 - 21 month ROI. Business process outsourcing. Worked with clients to help them appreciate which business functions were truly core to their business, and which functions were viable to be outsourced to an external service provider. The typical engagement included business process analysis, value-chain analysis, technology risk assessment, and outsourcing vendor and venue evaluations. These engagements were focused on reducing headcount and operational costs, while also increasing the quality of service. These engagements resulted in a 25%-35% cost savings, and an 8 - 14 month ROI. Accomplishments: Change Agent Leverage low-cost geographies. Performed the strategic needs analysis and financial analysis to identify the internal and client-facing business functions to be outsourced to lowcost venues. As a result, identified and established facilities in Monterrey Mexico, Bratislava Slovakia, Kuala Lumpur Malaysia, and most recently Cairo Egypt. Each of the selected venues were then designed and staffed to specialize in providing a specific business function that was best suited for the skill sets and languages available in the region. Right-sizing staff mix. Analyzed staff utilization, the physical location of staff members, and client needs, then developed staff migration plans that resulted in replacing 22% of the local staff with resources located in low-cost geographies. The resulting salary arbitrage increased Gross Profit Margins by 300 basis points within 18 months. Paul C. Pinto Resume M&A activities. Led the due diligence process for 4 acquisition candidates, which resulted in the acquisition of a Canada-based Software firm, and an Australian-based System Integration firm. Developed accretion models, staffing models, shared services models and outsourcing plans for the acquired entities. Presented due diligence results to Board of Directors for review and approval of decisions. Also, Integrated the acquired entities into Epicor's functional lines of business. Accomplishments: Consulting Leadership New revenue streams. Led the initiative to enhance Epicor's unique selling proposition to include the provisioning of total solutions to business problems. This represented a significant evolution from merely positioning packaged software and implementation services. As part of this initiative, the Consulting Services Group evolved a Partner-model, and added a set of enhanced service offerings, which encouraged the client to engage Epicor as the vendor of choice for all required services. On the front-end, these services include a full suite of independent advisory and BPO readiness services. On the back-end these services include End-User Application Support, Hosting, and Business Process Outsourcing. P&L management. Manage a $108 million P&L, while increasing year-over-year revenues by 30%, and growing the Gross Profit Margin by 400 basis points within a 2-year period. These financial goals were achieved by taking advantage of the natural economies of scale and leveraging low-cost geographies. At no time was there a reduction in force (RIF), nor were billing rates increased. Direct the service delivery function. Lead and participate in the delivery of independent advisory services, and oversee and monitor the delivery of all follow-on services to include package implementation and managed services associated with 640+ billable Consultants, speaking 38 languages. Over the last 2-years of my tenure, the Management Consulting Practice provided business advisory services to: Apogee Holdings, Blackstone Group, Ericsson, FracTech, JCI, Standex, Thomas Scientific, Total Pipeline, VWR, and a number of other smaller companies. This team was comprised of 2 Senior Managers, each with 8 senor-level Consultants. One 9-person team is located in the U.S. and focused on providing advisory services to U.S.-based clients. The other 9-person team is based in the U.K. and is focused on providing advisory services to clients located in Europe, and Asia. The average experience-level of the Consultants is 16-years of industry and domain knowledge. In 2007 the team billed a total of $6.4 million of revenue, with a 52% Gross Profit Margin. The team maintained a utilization rate of 74% with an average blended billing rate of $271/hour, with each team member focused on driving personal billings and developing new business. Paul C. Pinto Resume NIIT Technologies, Atlanta, Georgia. 2000 - 2006 In 2006, NIIT was a $270 million global consulting services firm, founded in 1981. NIIT provided a full range of technology advisory, system integration and application development services through its global th delivery model, 38 worldwide offices, and 5,000 consultants. NIIT was ranked as the 8 largest offshorebased I.T. consulting services company, and was assessed at CMMi Level 5. Senior Vice President (Atlanta) Responsible for managing a team of Business Consultants that provided $5.7M (annually) of Business and I.T.-centric advisory services to clients located in the U.S. market. This team acted as trusted advisors and encouraged client's to select NIIT as the service provider of choice, where it made good business sense to do so. Mr. Pinto was credited with driving the sale of $72M in follow-on services to NIIT, on an annual basis. Accomplishments: Business and I.T. Centric Advisory Services Vendor and product evaluation. Worked with clients to develop business requirements, identify viable products and vendors for consideration, and facilitate the selection process. The typical engagement included the development of cost-benefit analysis, ROI analysis, the preparation and review of contracts, and the assessment of project and technical risks. These engagements were focused on gaining consensus and shortening the selection process. These engagements always resulted in an agreed upon vendor being contracted, and were completed in 3 6 months. Risk and readiness assessment. Worked with clients to help them understand the business, financial, technical, and personnel risks associated with any type of initiative or project. The typical engagement included the formal assessment and weighting of risk probabilities and severities, along with the development of mitigation strategies. These engagements were focused on providing piece of mind to executive management and stakeholders. These engagements were completed within 2 4 months. Business process outsourcing readiness. Worked with clients to help determine their readiness to outsource, and to streamline and implement formal processes as a precursor to an outsourcing event. The typical engagement included value-chain analysis, cost/benefit analysis, manpower impact analysis, and transition planning. These engagements were focused on making the client ready for outsourcing and managing the transition in a controlled manner. These engagements served to significantly reduce the risks associated with outsourcing, and ran the duration of the transition effort (3 6 months). Direct process and quality initiatives. Worked with clients to institutionalize the processes and methods that were required to make their processes measurable, repeatable, manageable, and able to be optimized. The typical engagement included the development of process maps, and the associated KPIs required in order to appreciate the important components of their business. Most clients simply wanted the benefits associated with optimization, while other clients sought to attain one of the following certifications: CMMi, Six Sigma, PMI, ISO 9000, and BS7799. Accomplishments: Sales Leadership Direct the sales function. Revamped the sales function to be able to appropriately represent the full-suite of service offerings within the target the Financial, Business Services, Software, and Transportation sectors (by revenue and geography). Fostered a measurement-based model that awarded high-performers and encouraged weak-performers to deselect themselves. Conducted weekly, monthly, and quarterly status reviews to include the review of pipeline, order backlog, revenues, and projections. Perform consistency checks on projections, and performance reviews. Over 70% of the team reached their revenue and gross profit margin quotas, and earned over 100% of their variable compensation. Relationship management. Established the relationship with key partners (BlackBaud, CheckFree, DEI, FirstWave, InterWorld, Microsoft, Mercury, PeopleSoft, Rational, and SAP); which allowed NIIT to VAR and implement certain products. Paul C. Pinto Resume Accomplishments: Change Agent M&A activities. Led the due diligence process for 6 acquisition candidates, which resulted in the acquisition of an America-based Management Consulting Services firm, a Germanybased System Integration firm, a U.K.-based Software firm, and an India-based Business Process Outsourcing firm. Developed due diligence templates, financial models, and valuations as part of each due diligence process. Met with key clients, critical employees, and major stakeholders to confirm long-term viability of the businesses under consideration. Presented due diligence results to Board of Directors for review and approval of decisions. Also, Integrated the acquired entities into NIIT's lines of business. De-merger activities. Participated in the de-merger of NIIT Technologies (Consulting Services firm) from NIIT Education (Education firm), which resulted in increasing the market capitalization of both entities. De-merged all policies, procedures, finances, systems and staff, to include the separation of office space and bringing the newly spawned entity into SOX compliance within 1-year. Over a 3-year period the Consulting Practice provided outsourcing advisory services to: Ajilon Consulting, Allstream, Coles Meyer, Corporate Express, Cushman & Wakefield, EarthLink, ING Financial, Mass Mutual, Office Depot, Sabre Holdings, SEI Investments, Thrivent Financial, and Utica National, along with a number of midsized companies. The Consulting Practice was comprised of 2 Senior Managers, with each managing 7 senor-level Consultants. Each Consultant had an average of 18 years of industry experience coupled with specific domain knowledge. In 2005, the team billed a total of $5.7 million of revenues, at a 45% Gross Profit Margin. The team maintained a utilization rate of 77% with an average blended billing rate of $261/hour. During his 6-year tenure with NIIT, Mr. Pinto championed 25+ executive-level, client-sponsored, site visits to outsourcing venues in China, India, Eastern Europe, and Central America. In this capacity, Mr. Pinto led trips to perform due diligence, review vendor operations, and formally assess the risks associated with doing business in low-cost geographies. Paul C. Pinto Resume marchFIRST (formerly Whittman-Hart), Chicago, Illinois. 1999 - 2000 marchFIRST was formed as the result of the merger between Whittman-Hart and USWeb/CKS. At the time, the combined entity was advertised as the world's largest pure-play consulting company. marchFIRST offered its clients a full range of services in the areas of business strategy, creative design, and I.T. consulting services. marchFIRST was made up of 9,000 employees and 72 worldwide offices, with revenues of $1.6 billion. Managing Director (Atlanta) Responsible for managing the Sales and Solution Development functions at a regional level. The role was based in Atlanta with a primary focus on serving clients within the Southeastern United States, and driving $27 million of revenue. Accomplishments: Direction Setting Develop market segmentation and research. Sponsored the development of market plans based on geographic/city segmentations, client industry focus, client revenue size, and competitive threats. This included the identification of target industries and clients. Develop competitive analysis. Conducted market research on competitors in the Southeast region. The research included analysis of competitor size, delivery capabilities, pricing and win strategies, and market focus. Develop industry practices. Structured the sales team to proactively focus on the industries that are prevalent in the marketplace. This included the Manufacturing, Retail, and telecommunications sectors. Accomplishments: Staff Development Establish the marketing organization. Developed a marketing team that focuses on driving public relations and name recognition in the local marketplace. The marketing team also launched and ran ongoing awareness campaigns. Grow the sales organization. Hired 15 Account Executives within one-year. Established the opportunity pursuit policies and procedures resulting in the attainment of a 34% win ratio. Accomplishments: Customer Relationship Management Establish and maintain relationships with strategic accounts at the executive level. The focus was on developing long-term relationships that were mutually beneficial to the client (in the form of solutions to business problems), and to marchFIRST (in the form of referencable and repeatable business.) Establish the sales process through the introduction of solution-based selling and MillerHieman approaches. The sales process included the tracking of opportunity pipeline, rolling 90-day forecasts, close rate, revenues, gross profit margin, and gross profit dollars. Also championed the implementation of a Sales Force Automation tool. Accomplishments: Manage Relationships Establish and maintain relationships with strategic accounts at the executive level. The focus was on understanding the client's business vision and demonstrating the positive impact of value-based consulting services, to the bottom line of their business. Establish and maintain relationships with alliance partners at the executive levels. The focus was on building and maintaining relationships that are mutually beneficial. Established and maintained relationships with Blue Martini, I2, InterWorld, Oracle, Cisco, PeopleSoft, Microsoft and a variety of tier three product vendors. Accomplishments: Revenue and Profit Contribution Grew revenues from $12 million to $27 million. Grew gross profit margin from 42% to 58%. Reduced cost of sales from 11.5% to 8.1% of revenue. Paul C. Pinto Resume Romac International, Tampa, Florida. 1999 - 1999 Romac International was a $500M recruiting and staffing firm that resulted from the merger of Romac and Source Consulting. Director (Atlanta) Responsible for starting a new line of business that offered strategic consulting services to existing Romac clients. Accomplishments: Business Start-up Go-to-market strategy. Developed the unique selling proposition, and pricing model for services. Established the sales function. Hired 1o Account Executives within six-months. Established the opportunity pursuit policies and procedures. Lead sales activities associated with acquiring the initial clients. Paul C. Pinto Resume Computer Task Group (CTG), Buffalo, New York 1992 to 1999 CTG was a tier two consulting firm, with annual revenues of $500M in 1999. CTG specialized in providing Package Implementation Services, Application Maintenance Outsourcing Services, and Custom Application Development Services to clients in the U.S. and U.K. Director of Business Consulting (Atlanta) Responsible for acting as a trusted advisor to clients, extending existing business and developing new client relationships. Accomplishments: I.T. Centric Advisory Services Package software evaluation. Worked with clients to identify business and technical needs, identify a long-list of suitable software packages, and then facilitate the package selection process. The engagements included the development of rating and weighting methods, conducting scripted product demonstrations, vendor site visits, and administering proof-ofconcepts. Led numerous evaluations that resulted in the selection and subsequent implementation of GEAC, JDEdwards, Oracle, Peoplesoft, and SAP. The typical engagement duration ran between 4 8 months depending the number of shareholders and the number of modules being evaluated. Program and project management. Managed strategic client programs and provided oversight on a variety projects. Applied formal methodologies, budget management, status reporting, change control, issue and risk management, and expectation management tools and techniques. Managed a $220M program for BellSouth that was focused on consolidating a number of U.S.-based call centers. The program involved team members from 5 different entities and spanned 2-years in duration. Technology infrastructure assessment. Worked with clients to assess the ability of their I.T. and communications infrastructure, to meet the future needs of the business. These engagements included the analysis of hardware, software, and networks. Evaluated the alignment of technology to business needs, and made recommendations for improvements. The typical engagement ran between 2 - 4 months in duration. Methodology development. Worked with clients to develop in-house methodologies for Custom Application Development, and Package Selection. As part of these projects, a number of reusable assets were developed to include: processes, techniques, tools, templates, sample deliverables, and estimating metrics. Accomplishments: Sales New account development. Opened and developed new accounts (Arthritis Foundation, The Coca Cola Company, BellSouth, Cox Communications, Delta Airlines, Georgia Pacific, ITT Institute, Kaiser Permanente, SunTrust, Wachovia, and Worldspan) by winning and staffing consulting engagements, which led to follow-on implementation services. Account penetration. Provided advisory services to a variety of projects within existing key accounts (American Dairy Goats, Compaq, Kimberly Clark, Lend Lease, Nations Bank, Palm Beach County...) Pre-sales support. Provided support to Sales Executives in the form of participation in fourlegged sales calls, solution development, and proposal preparation. Increase sales revenue. Personally accounted for $11 Million of new orders within the last two-years of my tenure. The Business Consulting Team was comprised of 10 Consultants, all located in Atlanta and focused on serving clients located in the South Eastern U.S. In 1999, the team billed a total of $3.6 million of revenue, with a 42% Gross Profit Margin. The team maintained a utilization rate of 80% with an average blended billing rate of $211/hour. During his 7-year tenure with CTG, Mr. Pinto is credited with evolving CTG's South East region into a project-centric business, as opposed to its legacy staffing-company model. Mr. Pinto introduced the use of fixed fee projects, scope management, and change control, all of which served to elevate the level of value that CTG could provide to its clients. Paul C. Pinto Resume Aetna Life & Casualty, Hartford, Connecticut. 1991 to 1992 Aetna, one of the World's largest insurance companies, was divided into 17 distinct business units. In order to support the consulting needs of these business units, Aetna fostered an internal consulting group: Aetna Strategic Consulting. Business Consultant (Hartford) Responsible for providing information technology consulting services to Aetna's Small Business Market Unit, which was tasked with providing insurance to businesses with less then 7 employees. Role: Technology Advisor Provide technology direction to the Executive management team regarding the usage of technology as a competitive advantage. This included providing advice on optimizing ROI on specific technology ventures while delaying investments in unproven or low-yield technologies. Manage all system development activities related to Aetna's Small Business Market Unit. Coordinated system development environment with over 20 projects being conducted in parallel. The projects included an ERP implementation, client/server custom development, mainframe development, and operations maintenance. Coach project teams through the system development life cycle using the James Martin methodology. Transferred system development knowledge to project team members. Transferred project management knowledge to Project Managers. Trained project teams in fulllife cycle development using James Martin methodology and IEF toolset. Delivered a Sales Management System, and Insurance Rating System. Provide technical lead for Information Strategy Planning study using customized Information Engineering methodology. Facilitated joint requirements gathering sessions. Deliver Information architecture, Business System architecture, and Technical architecture, as well as follow-on plans. Evolve and implement a standardized system development methodology. Delivered the James Martin methodology custom

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