Business Intelligence Portfolio
by Sheryl Underhill
May 2009

Table of Contents
Executive Summary 3
OLAP Data Modeling 4
SQL Server Integration Services (SSIS) 5
SQL Server Analysis Services (SSAS) 12
Calculated Members, KPIs, Excel Services 16
MDX Queries 22
SQL Server Reporting Services (SSRS) 26
Excel Services Pivot Chart 30
Microsoft Performance Point Server (PPS) 31
Microsoft Office SharePoint Server (MOSS) 37
Resume 43
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Business Intelligence Portfolio © Sheryl Underhill 2009

Executive Summary
Introduction
This Business Intelligence Portfolio contains a small sampling of project work related to 500+
hours worked in an intense, boot-camp style, hands-on Business Intelligence training course with
SetFocus LLC using the following Microsoft core technologies:
• SQL Server 2005 T-SQL
• SQL Server 2005 MDX
• SQL Server 2005
• SQL Server 2005 Integration Services (SSIS)
• SQL Server 2005 Analysis Services (SSAS)
• SQL Server 2005 Reporting Services (SSRS)
• Microsoft Office 2007 SharePoint Server (MOSS)
• Microsoft Office 2007 Performance Point Server (PPS)
The purpose of the portfolio is to demonstrate the depth and breadth of hands-on project work,
which approximates two years’ work experience in business intelligence.
Project Summary
Design and build a complete Business Intelligence solution for a simulated construction company
“All Works” to capture, validate, track, report and analyze operational and financial data about
employees, customers, and job orders.
Project Goals
• Create an ETL Database Staging area
• Create an ETL solution to update the SQL Server 2005 database from Excel and flat file
sources using SQL Server 2005 Integration Services (SSIS).
• Create an OLAP cube using SQL Server 2005 Analysis Services (SSAS).
• Create required Hierarchies and Partitions, and define Calculated Members and Key
Performance Indicators (KPIS) in SSAS.
• Write custom MDX queries based on given specifications.
• Create a variety of parameterized reports and charts using SQL Server 2005 Reporting
Services (SSRS) and Microsoft Excel.
• Create several parameterized reports, charts, scorecards and dashboards in Microsoft Office
2007 Performance Point Server (PPS).
• Implement SSRS, Excel, and PPS reports, charts, scorecards and dashboards in Microsoft
Office 2007 SharePoint Services (MOSS).
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OLAP “Star Schema” Data Model
Visio was used to design the OLAP “Star Schema” model for the OLTP database staging area. We
could use Visio to generate a T-SQL script to create the database staging area. The staging area is
an abstract representation of the OLAP cube that we’ll eventually build with SQL Server Analysis
Services. Before building the cube in SSAS, we need to extract, transform and load our data into the
OLTP database staging area using SQL Server Integration Services (SSIS).
SAMPLE NOTES:
s6: Create unique indexes
on CustName and CustAbbr
to use in a dropdown.
s7: The CustCategory
attribute is in this table as a
part of a Star Schema, but it
could be placed in a
separate table in a
Snowflake Schema.
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SSIS Project - Order & Flow of All Packages
The Master package controls the order and flow of execution of all packages in the SSIS project. A
“success” or “failure” email is generated after each package within the Master package is executed. A
“success” email includes counts of records read, updated, and inserted into the SQL Server 2005
database. The email also includes a count of invalid records, along with an attached log file that lists
the invalid records for resolution. This satisfies two business requirements: (1) prevent bad data from
being included in the OLAP cube, and (2) notify data owners about bad data so they can clean it up.
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SSIS Project - Job Time Sheets Control Flow
The Project Job Time Sheets package is one of ten packages in the project. The Control Flow
handles the reading of a variable number of Project Job Time Sheets using a ForEach container.
Record counts are handled here, as well as the sending of a “success” or “failure” email at the
completion of package execution.
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SSIS Project - Custom .NET Code in a Script Task
Appropriately scoped variables and custom
Visual Basic .NET code written inside a Script
Task control flow object allow us to get file-
level and package-level row counts
processed through a ForEach container. The
counts are included in an email sent upon
the completion of package execution.
'This script gets each file's row counts from container-level variable and then adds each
'file's counts to the package-level row count variables
Public Sub Main()
'declare & set variables for file-level row counts that reset at the start of
'each loop in the FOREACH container
Dim TotalSheetRowsRead As Integer = CInt(Dts.Variables("TotalSheetRowsRead").Value)
Dim TotalSheetRowsInserted As Integer = CInt(Dts.Variables("TotalSheetRowsInserted").Value)
Dim TotalSheetRowsModified As Integer = CInt(Dts.Variables("TotalSheetRowsModified").Value)
Dim TotalSheetInvalidJobMasterID As Integer = CInt(Dts.Variables("TotalSheetInvalidJobMasterID").Value)
Dim TotalSheetRowsNullFields As Integer = CInt(Dts.Variables("TotalSheetRowsNullFields").Value)
Dim TotalSheetInvalidEmployeeID As Integer = CInt(Dts.Variables("TotalSheetInvalidEmployeeID").Value)
Dim TotalSheetJobsClosed As Integer = CInt(Dts.Variables("TotalSheetJobsClosed").Value)
Dim TotalSheetRowsUnchanged As Integer = CInt(Dts.Variables("TotalSheetRowsUnchanged").Value)
'declare & set variables for package-level row counts that accumulate the
'individual file row counts for each type of row count. These counts reset
'at the start of each package run
Dim TotalPkgRowsRead As Integer = CInt(Dts.Variables("TotalPkgRowsRead").Value)
Dim TotalPkgRowsInserted As Integer = CInt(Dts.Variables("TotalPkgRowsInserted").Value)
Dim TotalPkgRowsModified As Integer = CInt(Dts.Variables("TotalPkgRowsModified").Value)
Dim TotalPkgInvalidJobMasterID As Integer = CInt(Dts.Variables("TotalPkgInvalidJobMasterID").Value)
Dim TotalPkgRowsNullFields As Integer = CInt(Dts.Variables("TotalPkgRowsNullFields").Value)
Dim TotalPkgInvalidEmployeeID As Integer = CInt(Dts.Variables("TotalPkgInvalidEmployeeID").Value)
Dim TotalPkgJobsClosed As Integer = CInt(Dts.Variables("TotalPkgJobsClosed").Value)
Dim TotalPkgRowsUnchanged As Integer = CInt(Dts.Variables("TotalPkgRowsUnchanged").Value)
'accumulating the individual file level counts at each FOREACH iteration, so we
'can get the packee-level row counts
Dts.Variables("TotalPkgRowsRead").Value = TotalPkgRowsRead + TotalSheetRowsRead
Dts.Variables("TotalPkgRowsInserted").Value = TotalPkgRowsInserted + TotalSheetRowsInserted
Dts.Variables("TotalPkgRowsModified").Value = TotalPkgRowsModified + TotalSheetRowsModified
Dts.Variables("TotalPkgInvalidJobMasterID").Value = TotalPkgInvalidJobMasterID + TotalSheetInvalidJobMasterID
Dts.Variables("TotalPkgRowsNullFields").Value = TotalPkgRowsNullFields + TotalSheetRowsNullFields
Dts.Variables("TotalPkgInvalidEmployeeID").Value = TotalPkgInvalidEmployeeID + TotalSheetInvalidEmployeeID
Dts.Variables("TotalPkgJobsClosed").Value = TotalPkgJobsClosed + TotalSheetJobsClosed
Dts.Variables("TotalPkgRowsUnchanged").Value = TotalPkgRowsUnchanged + TotalSheetRowsUnchanged
Dts.TaskResult = ScriptResults.Success
End Sub
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SSIS Project - Maintenance Package
The Maintenance package runs after all of the other packages are successfully executed. The
Maintenance package shrinks the database, rebuilds the index, updates statistics and performs a
backup of the database.
SQL Server
Agent (shown
below) is also set
up to run this
package daily at
midnight.
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SSIS Project - Job Time Sheets Data Flow
This is the Data Flow of the Project Job Time Sheets package. It’s
reading a variable number of records from a variable number of time
sheet files. The data is being converted and validated. Validated data
is being inserted or updated into the OLTP staging area database.
Invalid data is being written to a log file for resolution, and is not
included in the staging area per business requirements.
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SSIS Project - Job Time Sheets Documentation
This is a sample of the SSIS Project documentation.
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SSIS Project - Send Email Task Editor
Example of the code and variables used in the Send Mail Task for an email sent upon successful
package execution.
CODE for the MessageSource (above):
"Package Name: " +(DT_STR,35,1252)@[System::PackageName] + "rn" +
"Execution Start Time: " +(DT_STR,25,1252)@[System::StartTime] + "rn" + "rn" +
"Total Pkg Rows Read: "
+(DT_STR,10,1252) @[User::TotalPkgRowsRead] + "rn" +
"Total Pkg Rows Inserted: "
+(DT_STR,10,1252)@[User::TotalPkgRowsInserted] + "rn" +
"Total Pkg Rows Modified: "
+(DT_STR,10,1252)@[User::TotalPkgRowsModified] + "rn" +
"Total Pkg Rows with Null Fields: " +(DT_STR,10,1252) @[User::TotalPkgRowsNullFields] + "rn" +
"Total Pkg Rows with Invalid Employee IDs: " +(DT_STR,10,1252) @
[User::TotalPkgInvalidEmployeeID] + "rn" + "rn" +
"Total Pkg Rows with Invalid JobMaster IDs: " +(DT_STR,10,1252) @
[User::TotalPkgInvalidJobMasterID] + "rn" + "rn" +
"Total Pkg Rows with Jobs Closed: " +(DT_STR,10,1252) @[User::TotalPkgJobsClosed] + "rn" + "rn"
+
"Total Pkg Rows Unchanged: "
+(DT_STR,10,1252) @[User::TotalPkgRowsUnchanged]
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SSAS Project - Data Source View
The Data Source View (DSV) in BIDS (Business Intelligence
Development Studio) shown below functions like a relational view,
but with added features. We can use the DSV to modify the
schema by adding a named calculation, a new relationship, to
explore the source data, alias column names, or to hide, replace or
remove a table. We can also create additional diagrams to view
subsets of the DSV in a complex schema. The DSV is a logical
reference to the data source, and can be used as a model to
construct the cube. SSAS cubes require DSVs as sources.
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SSAS Project - Cube Structure
The SSAS cube structure in BIDS for our
“AllWorks” OLAP cube is shown below.
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SSAS Project - Dimension Usage
The relationships between the Dimensions and Measure Groups in the OLAP cube are shown below.
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SSAS Project - Partitioning
The requirements of the project specified two partitions for each of the four fact tables: (1) Data
Before 2005, and (2) Data After 2005. The Partition Wizard in SSAS makes this task easy and
generates the T-SQL code needed. We only need to modify the Where clause to specify the relevant
time period for the partition.
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SSAS Calculated Member - Open Receivables Percent of Invoice
Calculated member “OpenReceivablesPercentOfInvoice” was created in SSAS to simplify the
creation of a Key Performance Indicator (KPI). The MDX code in the calculated member defines
what to display based on four scenarios about the data for the “Amount Received” (numerator)
and the “Invoiced Amount” (denominator).
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SSAS Key Performance Indicator (KPI) - Open Receivables as Percent of Invoice
The KPI formula for the open receivables as a percentage of invoiced amount is shown below. A Key
Performance Indicator (KPI) allows end users, usually management, to quickly and routinely monitor
the performance of their company’s financial, internal processes, customer service, or other business
metrics. The actual metric is compared to a preset goal. A business report (which can be generated
and rendered by a variety of tools) will display an icon (such as a traffic light) to provide a quick visual
indication of how actual performance compares to a preset goal. The actual metric and goal are also
usually displayed in the report. If a traffic light is the icon, then a green light may depict that actual
sales are greater than the goal. If sales are close to goal, then a yellow light may indicate closer
monitoring is needed. A red light can indicate poor performance to the goal.
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SSAS - View KPI in Excel - Open Receivables as Percent of Invoice
The KPI can be rendered through different reporting mechanisms, but one simple, familiar and
effective mechanism is to use Microsoft Excel Services to connect directly to the OLAP cube via a
data connection to SSAS. The screenshot below is a developer’s view of the KPI in Excel. Extra
columns of data were purposefully added to verify the accuracy of the KPI. An end user may only
want to see columns A, B and C, and with more user-friendly column names. They may also want to
pivot (slice) the data by looking at specific clients, or different time periods. Additionally, they may
not want any percentage to display if the Amount Received and Invoice Amount are the same.
Business requirements would determine the actual report layout and handling of several different
scenarios with the data.
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SSAS Calculated Member - Quarterly Percent Overhead Change
Calculated Member “QtrOverheadPercentChange” was created in SSAS to simplify the creation of a
Key Performance Indicator (KPI) that displays the percentage change in the selected quarter’s
overhead expense compared with the previous quarter. The MDX code in the calculated member
defines what to display if the previous quarter’s data does not exist, along with the formula to
compute the percentage change in the overhead spend from quarter to quarter.
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SSAS Key Performance Indicator (KPI) - Quarterly Overhead Percent Change
The KPI formula for the percent change in quarterly overhead is shown below. In this KPI, the traffic
light is green (meaning good) if the Overhead costs for the selected quarter are less than 10% higher
than Overhead costs in the previous quarter. If the spend is more than 15% greater than the
previous quarter, the traffic light is red (not good). An increase in Overhead spend that’s between
10% and 15% is a yellow light indicating that Overhead costs should be monitored closely to get
them back on goal. Business requirements are the driving force behind defining performance to
goals. There may be more complex scenarios involving Overhead spend relative to Sales
performance. Perhaps the Overhead spend is increasing, because Sales are sky-rocketing. Excellent
definition of business requirements will address these important nuances, leading to an outstanding
business intelligence solution.
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SSAS - View KPI in Excel - Quarterly Overhead Percent Change
This is a screenshot of the report developer’s view of the KPI in Excel Services. That is, additional
columns and labels have been added to verify the KPI data before finalizing it for the end user. An
end user would probably see columns A, B, C, and D with relevant column headers, and the ability
to select different quarters to pivot the data.
2006 Q1
2006 Q2
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MDX Queries
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MDX Queries
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MDX Queries
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MDX Queries
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SSRS Project - Overhead Category Report
Here’s a preview of the completed Overhead Category report in SSRS, and a view of the contents of
each dataset for the report. To run the report, an end user selects a year’s quarter from a drop-down
that’s populated with all quarters containing data. The data for the selected quarter is displayed in
the “Current Qtr” column. The previous quarter’s data (“Prev Qtr”) and percent change (“Pct
Change”) are each computed in a calculated member.
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SSRS Project - Overhead Category Report
Details of the “dsOverheadCategory” dataset for the main body of the report are shown below.
Several calculated members were created to compute field values. The formula for the calculate
member (“Pct Change”) is shown below.
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SSRS Project - Overhead Category Report
SSRS created a dataset called the “ProjectOverheadViewFYQtr” based on the FY Qtr (fiscal year
quarter) parameter specified when creating the “dsOverheadCategory” dataset. The new dataset
populates the FY Qtr drop-down list on the report. Custom MDX code was added (as shown below)
to display a FY Qtr in the drop-down list based on two conditions: (1) the FY Qtr contains data, and
(2) the previous quarter contains data. For example, if Q1 2002 was the earliest quarter with data,
then the earliest quarter displayed in the drop-down list would be Q2 2002. Doing this ensures
there is previous quarter data to display when a specific quarter is selected by the end user.
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SSRS Project - Overhead Category Report
The layout of the Overhead Category report is shown below, along with the formula to compute the
“Pct Change” for the “TOTAL” row. This report is somewhat unique in that the “TOTAL” row is
displayed above the details that comprise the total. There’s also a formula in the Properties dialog
that conditionally formats the “Pct Change” data to display in red font if the overhead spend has
increased from the previous quarter, or in black font if the spend has decreased.
The formula and conditional
formatting for this field are
shown below
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Excel Services Pivot Chart
Here’s an example of a dual-axis pivot chart created in Excel that will be published to SharePoint Server (MOSS)
using Excel Services (page 35). The pivot chart is connected to an OLAP cube using a SSAS data connection.
Excel data, objects and functionality are incorporated in SharePoint sites through Excel Services. After configuring a
trusted location in SharePoint for Excel workbooks, an Excel workbook is uploaded to the trusted location (specified
document library) through Excel Services.
Pivot Chart created in Excel using an
SSAS data source (OLAP cube).
We use Excel Services Options to
specify which Excel objects and
parameters in the workbook will
be available on the SharePoint
site.
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Performance Point Server (PPS) - KPI Open Receivables as a % of Invoiced
The graphics below show some of the Dashboard Designer interface in Performance Point (PPS). The Key
Performance Indicator (KPI) “Open Receivables as a % of Invoiced” required some customization: (1) The Value
calculation is “Average of Children” since the %’s of the children are not additive; and (2) The data mapping for
both the Value and Goal/Status is the MDX tuple formula for the KPI calculation that comes from the OLAP cube
built in SSAS. This KPI is used in a PPS Scorecard “SLU_ClientJobFinancials” shown below, and is then added to a
Dashboard in PPS, and eventually published to a SharePoint Server site where end users will view it (page 41).
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Performance Point Server (PPS) - % of Labor Dollars by Project
The “% of Labor Dollars by Project” is an analytic grid report that shows the selected employee’s
(Carl Imhoff) total labor dollars by project, the labor dollars of all employees who worked on the
project, and the selected employee’s percentage of labor to the total labor for each project. The
MDX code to produce the report is shown on the next page.
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Performance Point Server (PPS) - MDX for % of Labor Dollars by Project
The custom MDX code shown
below was required to create
the “% of Labor Dollars by
Project” report. The parameter
“<<SelectEmployee>>“ in the
Where clause of the MDX code
supplies the value of the
Employee Name, which is
selected from a drop-down list
on the report in the Dashboard.
The Dashboard contains a Filter
that uses MDX code to generate
a list of Employee names for the
drop-down list. This report will
become part of a PPS
Dashboard rendered in
SharePoint Server (page 38).
Filter for the drop-down list
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Performance Point Server (PPS) - % of Quarterly Labor Dollars
Here’s an example of a
PPS dual-axis report and
the custom MDX code
used to generate it. This
report is also rendered on
a SharePoint Server site as
part of PPS Dashboard
(page 38).
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Performance Point (PPS) - Excel Services Pivot Chart from MOSS
To the left is the
Excel Services
Pivot Chart as
published in
MOSS to the
ExcelDocument
library (it’s not
Pivot Chart published to MOSS using Excel Services
yet part of a PPS
Dashboard).
Below, we’re
configuring an
Excel Report type
in PPS for the
Pivot Chart above.
We will use this
Pivot Chart in a
PPS Dashboard
that will be
published to
MOSS (page 37).
In PPS Dashboard Designer, the View
Options dialog in the Report Settings allows
us to specify the functionality of the
workbook when it is published to MOSS via
PPS.
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Performance Point (PPS) - Excel Services Pivot Chart & Dashboard
Here’s a
preview of the
Pivot Chart in
PPS.
Below we are
defining the
Excel Services
Dashboard in
PPS, which
includes the
Pivot Chart.
Pivot Chart as part of the Excel Services Dashboard in PPS
To the right,
Filters &
Parameters
(Endpoints)
are defined in
PPS for the
Excel Services
Dashboard
Project
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SharePoint Server (MOSS) - Excel Service Report on PPS Dashboard
The Excel Services Dashboard created in PPS has been deployed to MOSS, and the Pivot Chart page
of the Dashboard is shown below as it appears in MOSS. The counties selected for the view below
were chosen by the end user from a Multi-Select Tree object defined in PPS that is deployed with the
Dashboard to MOSS. The Multi-Select Tree object is also shown below.
The Multi-Select Tree object
displays when the end user
clicks on the list of Counties
above the Pivot Chart. It
allows the end user to select
multiple counties to be
included in the report.
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SharePoint Server (MOSS) - PPS Analytic Chart & Grid on Dashboard
Here’s another example of a PPS Dashboard deployed to MOSS. Both reports shown comprise the
“Employee Labor Analysis” page of the Dashboard. These reports were created and customized in
PPS (pages 32-34), as opposed to being created in Excel or SSRS and then brought into PPS. We can
combine several reports and/or charts on one page of a Dashboard through the definition of zones.
Both reports are run using the employee parameter selected by the end user from the “Select
Employees” drop-down list.
To the right, Filters
& Parameters
(Endpoints) are
defined in PPS for
the Dashboard.
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SharePoint Server (MOSS) - SSRS Reports
In SSRS, we configure the report project properties
to deploy the reports to the SSRSReports
document library in MOSS. In MOSS, we can see
the two SSRS reports listed in the SSRSReports
document library. Finally, the Overhead Category
report and FY Qtr parameter selection is shown as
it appears in MOSS. See pages 26-29 for the
creation of the report in SSRS.
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SharePoint Server (MOSS) - Generated Report
An automated shared schedule was created in MOSS to run the Overhead Category report every
day at 8:00 am. The daily reports are saved to the GeneratedReports document library in MOSS.
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SharePoint Server (MOSS) - KPI Scorecards on Dashboard
The two Scorecards below were created in PPS and combine several KPIs created in SSAS.
These Scorecards were added to a PPS Dashboard and then deployed to MOSS (as shown
below).
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SharePoint Server (MOSS) - SSAS KPI in Excel Services Pivot Table
An SSAS KPI was pulled into an Excel Pivot Chart and then published on a
SharePoint Server site using Excel Services. This KPI shows both a KPI Status and a
KPI Trend. The KPI Status compares the selected period to a goal. The Trend
compares performance in the selected period to a prior period.
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SHERYL UNDERHILL, MBA
Raleigh, NC 27615
(919) 815-7858
sheryl.underhill@setfocus.com
SUMMARY
Results-driven, versatile Business Intelligence & Finance Professional using a variety of
technologies, most recently with SQL Server 2005 and Microsoft BI tools. Significant experience in
many IT roles in the systems development life cycle, and in many industries. Significant
experience in financial, accounting, and analysis roles, including Big Four experience.
Demonstrated leadership abilities, team work skills, and the ability to accomplish tasks under
minimal direction and supervision.
CERTIFICATIONS
Microsoft Certified Professional in Visual Basic 5.0 10/97
Pursuing Microsoft Certified IT Professional: Business Intelligence Developer 2008
TECHNICAL SKILLS
Microsoft Technologies:
SQL Server 2005 Integration Services (SSIS), SQL Server 2005 Analysis Services (SSAS), SQL
Server 2005 Reporting Services (SSRS), Microsoft Office SharePoint Server 2007 (MOSS), Microsoft
Office Performance Point Server 2007 (PPS), Microsoft Visio, Microsoft Office 2007 & 2003
Other Technologies:
Hyperion Essbase 5, Crystal Reports, Cognos Impromptu, Oracle PL/SQL, Rational Rose, Rational
Requisite Pro, Deltek Costpoint, JD Edwards
Databases:
MS SQL Server 2005, MS SQL Server 6.5, MS SQL Server 7.0, Oracle Database 7.3, Oracle
Database 8, Microsoft Access
Software:
SQL Server Business Intelligence Development Studio (BIDS), Microsoft Visual Studio 6.0, Microsoft
Visual Studio 5.0, Microsoft Windows 95, Microsoft Windows 98, Microsoft Windows NT 4.0,
Microsoft Office XP, Microsoft Office 1997, Microsoft Office 2003, Microsoft Office 2007, Microsoft
Visual SourceSafe 6.0 (VSS), Microsoft T-SQL, Microsoft Visual Basic 5.0, Microsoft Visual basic 6.0,
Microsoft Visual Basic for Applications 4.0, Microsoft Visual Basic for Applications 5.0,
Microsoft .NET, Microsoft FrontPage
SetFocus, LLC Parsippany, NJ 3/09 - 5/09
Master’s Program – Business Intelligence
• Implemented a Finance & Marketing Analysis Business Intelligence solution for a cognitive
training company.
• Existing data from diverse data sources were consolidated into a uniform SQL Server 2005
database. SQL Server Integration Services (SSIS) was used to define imports of the data, build
scheduling packages, to define integration flow, log data error exceptions and orphaned data
and to define Database Maintenance Plans and send emails.
• Created a number of cubes, dimensions and business critical KPIs using SQL Server Analysis
Services (SSAS) representing aggregations in several different ways - hierarchically and using
custom groupings that the company will use to analyze performance. Created several MDX
queries according to business requirements.
• Developed several detail and summary reports including line and pie charts, trend analysis
reports and sub-reports, parameterized and drill-down according to business requirements
using SQL Server Reporting Services (SSRS).

• Implemented business intelligence dashboards using MOSS 2007 Report Center and Excel Services
producing different summary results based on user view and role membership.
• Created score cards with executive summary dashboards using MS Office Performance Point Server
2007 Dashboard Designer (PPS) that display performance monitoring measures for sales, sales
trends, and book return rates for a simulated book publisher deriving data from a SQL Server 2005
OLAP data source and deployed them to SharePoint sites. The dashboards also contain drill-down
capabilities to view book sales by book category and customer, through summary reports and sales
trend charts.
• Created score cards with advanced set of dashboards using MS Office Performance Point Server 2007
Dashboard Designer that feature executive summary measures for revenue, overhead costs, material
purchases, labor and profitability trends for a simulated construction company extracting data from a
SQL Server 2005 OLAP data source and deployed them to SharePoint sites. The dashboards also
contain pages to view performance by employee, by region, and by quarter enabling end-users to
make filter selections.
PROFESSIONAL EXPERIENCE
LearningRx Raleigh, NC 12/04 – 03/09
Owner/Director
• Generated over $1 million in program sales.
• Supervised and trained staff (who now competently operate the day-to-day business 100%).
• Presented information about cognitive skills testing, training programs, benefits and demos to
doctors, psychologists, schools, and other organizations.
• Managed day-to-day business with P&L responsibility.
• Developed and executed marketing plans to successfully build the LearningRx brand in the Raleigh
area.
Manpower Technical (at GlaxoSmithKline) Research Triangle Park, NC 3/01 – 1/04
Contract Project Manager, Technical Lead, Developer, Tester, Business & Systems Analyst
Software/Hardware:
• ElectronicNoteBook 6 (validated LIMS system), SMS2000 (validated LIMS system), Oracle 7/8, VB6.0,
PL/SQL, VisualSourceSafe, SMS Installer, Farpoint, Excel VBA, ActiveX, ADO, OLE Automation,
Systems Development Life Cycle, Rational Rose, Toad, Oracle Designer in a Windows NT client/server
environment.
Contributions at GlaxoSmithKline:
• Project technical lead and developer in the technology upgrade and functionality enhancement of the
validated SMS2000 Laboratory Information Management System (LIMS) application written in VB6
and Oracle stored procedures. Gathered and analyzed business and system requirements. Wrote
and deployed installation scripts. This system has approximately 200 global end-users.
• Developed and tested the ENB 6 (Electronic Notebook) validated application written in VB6/Oracle,
featuring an automated review process and electronic notes for approximately 1000 global end-users.
Gathered and analyzed business and system requirements. Fixed bugs. Led testing process. Wrote
and executed test scripts. Managed change control process. Wrote and deployed installation scripts.
• Project Manager, Developer, Tester and Business/Systems Analyst of small projects written in Excel
VBA to automate routine scientific processes. Partnered with business owner to gather, interpret,
and translate business and system requirements. Created design specifications, developed code,
wrote test plan and test cases.
Training:
• Microsoft Programming with C# and ASP.Net Web Applications
• Rational Object-Oriented Analysis & Design, Rational Rose 2001, and Rational RequisitePro

Bayer Pharmaceutical Research Triangle Park, NC 8/00 - 3/01
Division Information Systems Staff Analyst
Software/Hardware:
• Oracle 7.3, VB6.0, VSS, Excel VBA, MIS Alea Multidimensional Database (OLAP), and FrontPage 98 in
a Windows 98/NT client/server environment.
Contributions:
• IT Project Lead for a new World Wide Consolidated Sales application that was built with an Excel VBA
user interface and MIS Alea multidimensional database (OLAP). Monitored project timelines and
deliverables, gathered business and system requirements, developed test plans, tested deliverables
and communicated test results to MIS consultants. Partnered with internal financial customers to
ensure their business needs and requirements were timely met. Provided IS systems support on
other applications to the Finance and Strategic Planning groups.
Training:
• HTML Levels 1-3, FrontPage 98 and 2000, and MIS Alea Multidimensional Database API Programming
Maxim Group Raleigh, NC 9/99 - 8/00
Contract Business Analyst & Systems Developer
Software/Hardware:
• SQL Server 7.0, IIS, VB6.0, VSS, Crystal 7.0, ADO, Stored Procedures and some web experience.
• Oracle 7.3, SQL, VBA, Cognos Impromptu, Microsoft Office 97 Development (Excel & Access), Deltek
Costpoint 2.1B (Project Billing & Revenue, General Ledger (GL), Accounts receivable (AR) modules
and custom reports) in Windows 95/NT client/server environment.
Contributions at ElectriCities and Strategic Resource Solutions:
• Enhanced Annual Planning & Budgeting Application in VB code and SQL Server stored procedures.
• Automated corporate expense reporting with VBA in Excel 97 leading to improvements in processing
and data accuracy.
• Partnered with financial personnel to gather business and system requirements. Developed custom
financial, inventory and project reports, automated with macros to replace manual processes and to
facilitate analysis by corporate and divisional financial and business services personnel.
• Developed, tested, implemented, trained users and documented system and business process
solutions to financial and accounting problems.
Hanson Aggregates East Morrisville, NC 1/99 - 8/99
Systems Developer
Software/Hardware:
• Microsoft Excel 97 Development using VBA and Hyperion Essbase 5.0 (OLAP) in a Windows 95/NT
client/server environment. Exposure to JD Edwards World A7.3 in AS400 environment.
Contributions:
• Gathered and analyzed business and system requirements. Developed, tested and implemented the
creation and tracking of divisional and regional budgeting spreadsheets for hundreds of
manufacturing facilities to standardize and improve the consolidation processes. Automated
processes to download current and historical actual data, and upload budget data to the multi-
dimensional database.
• Upgraded VBA code and the presentation of periodic financial reports for division and regional senior
management.
Training:
• Hyperion Essbase Database Partitioning and Fundamentals
• JD Edwards World Software Technical Foundation for A7.3

North Carolina Raleigh, NC 1997-1999
Department of Public Instruction
Contract Project Manager, Business Analyst, Developer
Software/Hardware:
• VB 5.0, Visual SourceSafe, SQL Server 6.5, Microsoft Project, Visio, Seagate Crystal Reports 6.0,
Cognos Impromptu 5.0 in a Windows 95/NT 4.0 client/server environment. DBS/GEAC financial
software in an AS400 environment.
Contributions:
• Led the third-party consulting team and internal personnel in the first n-tier client/server
development of a statewide Salary Certification System using a systems development life cycle
methodology. Gathered and analyzed business and system requirements. Team-developed the
application during the construction phase. Also, developed the application’s end-user and
management reports.
• Documented financial applications and related business processes using Visio to support cross-
platform training, impact analyses, and analysis of applications and related processes for re-
engineering opportunities.
Training:
• Earned Microsoft Certified Professional status in Visual Basic 5.0
• Internet and Client/Server Development Using Visual Basic 5.0
• Mastering Visual Basic Fundamentals 5.0
Financial & Accounting Work Experience 1984-1996
Companies:
Corning Bio, Perstorp Flooring, Nortel, AlliedSignal, CP&L (now Progress Energy),
Kennametal, Airmold, and Touche Ross & Co (now Deloitte & Touche)
Contributions:
• Performed data conversions and data mapping to support migration to new financial packages.
• Heavy involvement in financial analyses, cost/benefit analyses using discounted cash flow techniques,
planning and budgeting, and interpreting/narrating financial performance for senior management.
• Conducted financial analyses on marketing, sales, and operations data.
• Consolidated financial data, prepared periodic financial statements, prepared tax returns and
performed audits of financial statements.
EDUCATION & PROFESSIONAL
Passed the CPA Examination at the first sitting.
Member of the AICPA (American Institute of Certified Public Accountants)
Niagara University Niagara Falls, NY
Master of Business Administration, Finance - Overall GPA 3.64
General Motors Engineering & Management Institute (now Kettering University) Flint, MI
Bachelor of Industrial Administration, Production Management & Organizational Development
5th Year thesis to fulfill baccalaureate: Designed & Implemented a Machine Scrap Control System for the
Chevrolet Tonawanda Engine Plants.