This document provides a summary of James Tate's career history and qualifications. Over his 15+ year career at Sage, James has held several roles including Business Intelligence Developer, Report Design Analyst, and Technical Support. He has a background in civil engineering and business management. James has strong project management, communication, and customer service skills. He has led several internal projects and committees.

1. JAMES TATE
Email: james.tate@sage.com Tel: 07891533892
Profile
As people play a big part in Sage, I am very people focused with a friendly manner as well as
being determined and willing to succeed in my roles. I am a strong team player and only too
happy to share my knowledge and experiences with both customers and colleagues, offering
support when and where necessary. I really enjoy opportunities to make a difference, and
like to offer suggestions on a whole range of issues as well as encouraging those to give
feedback on my own performances.
My communication skills are of a high standard, both written and verbal, as well as good
listening, negotiating and influencing skills. I have regularly sent communications to the
wider community on a range of topics, some of them particularly sensitive. I was previously
content owner for the intranet page for my current team, for the Engage Action Team that
covers the whole of IT, and also for the Colleagues@Sage page. I was also as an author for
the launch of Brian.
As I have worked at Sage for over 15 years, my social networking skills are of a high
standard, and this has really increased since I have been Project Leader for the last six
Christmas parties. The Christmas party is always a sensitive project and I have led teams to
deliver every one both on time and within budget
As the Christmas party project must be delivered on time, it has helped me develop strong
organisational and planning skills. I have transferred these skills into my current role that
allows me to hit other deadlines regularly. I am able to work within budgets regarding
overtime available for my current and previous teams, making sure workloads are
distributed evenly and within any budget constraints.
When problems arise I am confident to take on the responsibility and make the final
decisions for major issues that would affect the outcome of projects. I feel comfortable
negotiating with internal and external people of all levels and to be then nominated for
awards due to my performance, it has been most pleasing and I long for such success to
continue in a career at Sage.
I am currently a member of the Colleagues@Sage team so I regularly tie in with the
Leadership team to discuss certain issues. Colleagues@Sage are there to act as a voice for
our colleagues and I work with the Leadership team make sure their concerns are heard.
I have regularly work with the outside community to create opportunities for people to
receive work experience within Sage. This includes people in diverse minority groups.
I am an experienced reporting analyst who always perseveres to achieve the best results.
With excellent negotiating and problem solving skills, I can swiftly identify the root cause of
any problem and have the intelligence to develop an effective solution.

2. Career History
August 2011 – to date Business Intelligence Developer
SAGE (UK) LIMITED (Newcastle)
Provide in-depth analytical reports to all areas of the business.
Re-structure internal procedures for IT Data team in order to provide a more robust,
dynamic and trustworthy service to customers. Customer satisfaction scores increased from
-18 to +17 within 3 months.
Created structure within SharePoint to assist with transition to new reporting technologies.
Re-assess system of incoming work and made necessary changes to improve overall
customer experience.
Develop complex segmentation methods to improve marketing success rates and
return on investment
Anticipate future challenges and highlighting opportunities through the
implementation of insight tools and analysis.
June 2005 – August 2011 Report Design Analyst
SAGE (UK) LIMITED (Newcastle)
Provided exclusive support and design work for escalated queries.
Created bespoke, robust reports suitable for individual customers’ needs, helping them
make improvements to running their businesses.
Created new working procedures for more efficient service regarding Report Designer.
Represented Sage as Report Design Expert at Connections events in Birmingham and
London.
Created ‘Back to Work’ program for colleague following long-term sickness and actively
worked towards encouraging and giving feedback so colleague regained lost skills.
Trained technicians and set personal targets, feedback, distributed work to colleagues,
arranged overtime when necessary and overall leadership and supervision.
Delivered training for new trainees based upon support boundaries, limitations and
technical solutions.
Created test and scoring system for recruitment procedure. Supervised and marked tests,
giving one-to-one feedback to applicants.
Collated and presented performance related data for Senior Managers on daily, weekly and
monthly basis, giving recommendations and identifying trends for future forecasts. Each set
of data was provided within strict deadlines.
February 2001 – June 2005 Technical Support
SAGE (UK) LIMITED (Newcastle)
Provided expert technical advice to customers using core products
Tested new versions of Accounts and Payroll Report Designer programs prior to release and
wrote appropriate helpfile material.
Joined Sales as part of a pilot to promote SCV2, generating sales of £75,000 over 10 weeks.
Re-designed Accounts Print helpfiles and Knowledgebase articles.

3. October 1995 – February 2001 Structural Engineer
GATESHEAD COUNCIL
Provide reports on the structural integrity of council owned property, including houses,
leisure centres, community centres and police buildings.
Prepare evaluation reports for tenants exercising the ‘Right to buy’ option.
Produce detailed structural drawings showing the construction of new projects or repair
work to existing buildings.
Liaise and negotiate with council tenants in person with any queries regarding council
buildings.
Create a network of business contacts in and beyond the company who may contribute to its
improved service
Daily dealings with a wide variety of clients, using an array of communication methods.
Influencing clients to choose the right policy for themselves and the business.
Additional/voluntary roles
Project Manager – Sage Christmas Party 2011 – to date
Project Manager – Comic Relief, Red Nose Day 2011
Training Coordinator - Comic Relief, Red Nose Day 2012 - 2013
Internal Communications Campion, IT 2014 – to date
Engage Action Team Member, IT 2012 - 2016
People Insight Forum Rep 2014 - 2015
Colleagues@Sage Rep 2015 – to date
Young Entrepreneurs Awards Judge 2015, 2016
Sage Guiding Principles Awards Judge 2014, 2015
Diversity & Inclusion Event Coordinator 2015 – to date
Education
Civil Engineering – 2001
Business Management – 1997
Skill Summary
IT skills - Microsoft Office, Access, Crystal Reports, Microsoft BI stack (SSMS, SPSS, SSRS,
SSIS, SSAS, PowerPoint, PowerPivot, PerformancePoint), SharePoint.
Project Management – supplier negotiation, customer engagement, stakeholder
engagement, community engagement, employee engagement, communications, customer
service, social media, public relations, marketing, social networking, budget control.
Other – training delivery, employee negotiation, employment law, capability and disciplinary
procedures, work experience placements
Interests
Charity work, football coaching, child engagement and welfare, music.