1. Qualifications Summary
Candidate: Terry “Scott” Welch
Availability: Immediately
Position: Oracle Business Analyst
Primary Skills Experience
Business Analysis 8 years
Order Management
Financials
Shipping
Inventory
8 years
8 years
8 years
8 years
Return Management
Warehouse Management
8 years
8 years
Creating Functional
Documentation
4 years
Discoverer (for testing) 4 years
Synopsis: Local Candidate. Scott offers the ability to partner with company business units and
technical teams to plan, integrate, document and execute project plans on time. His
communication style is positive and personable … blends well with his technical ability,
follow through and time-management skills.” I think you’ll find him to be a really good fit
for this BA role. Has no problem with frequent business travel.
PROFILE
Offers a substantiated record of timely support to critical operations, introduction of best
practices and continuous process improvement.
PROFESSIONAL STRENGTHS
ERP / WAREHOUSE MANAGEMENT SOFTWARE - 7+ years of complete life cycle
experience with Oracle Financials and Warehouse and fulfillment modules. Various
positions held during initial Oracle 11:03 / Material and Resource Control, rollouts, training
and support of large-scale implementations and upgrades.
2. CROSS-FUNCTIONAL COLLABORATION – Working across varying internal and external
organizations to identify the precise business requirements and translating those
requirements into Oracle Applications setups, configuration and designing of gap filler
solutions.
CONTINUOUS PROCESS IMPROVEMENT AND EXECUTION THROUGH AUTOMATION –
ability to create efficient processes and implement automation in an environment where the
entire company population grew by over 60%.
TRUST-BASED LEADERSHIP – Earning the respect and trust of internal business partners
and organizations acquired through mergers by displaying honesty, integrity and common
decency.
PROFESSIONAL EXPERIENCE
Wachovia Bank, N.A. January 2000 – January 2010
Oracle Financials Implementation Program – Warehouse Management Lead for Oracle
E-Business Suite Release 11.5.10 I supported major upgrade of Oracle Financials (from 11.0.3 to
11.5.10.2.) and Oracle WMS from MARC WMS. My team's responsibilities
Included gathering requirements, Oracle e-Business Suite in Oracle Financials, Order Management,
Shipping, Inventory & Return Management and Warehouse Management (WMS) solution designs, and
testing for WMS and support Oracle upgrade.
Oracle Discoverer Admin, Oracle Discoverer Desktop/Plus, Oracle App Server SQL Navigator 4,
Oracle Report/Forms 6i, SQL query and report writing.
Mission: To successfully implement/upgrade the backbone of Wachovia’s financial system following
changes in scope and leadership.
• Recruited from the existing implementation team to partner with other internal Wachovia
resources, Accenture Consulting, Infosys Technologies, Oracle Consulting, and IBM to manage the
Production Cutover of the $18M Oracle 11.5.10 E-Business Suite Upgrade and Implementation.
System was delivered on time with minimal defects.
• Worked with all sub-teams to streamline the project cutover plan.
• Worked will all sub-teams to ensure end to end testing cycles.
• Worked with Documentation specialist to ensure new business processes were documented before
user acceptance training
Corporate Financial Business Systems
Mission: To provide leadership and guidance throughout the Wachovia organization while performing
the roles of Business Systems Analyst, Functional System Administrator, Relationship Manager,
Process Improvement Facilitator, Implementer, Quality Assurance, Subject Matter Expert, Change
Agent, Trainer, Individual Contributor at the Leadership Level
• Improved processes within a $4.6 Billion supply chain
• Identified and manage key relationships with internal partners
• Proficient in the execution of ERP Methodologies
• Led cross-functional teams in continuous process and improvement efforts
• Internally consulted business partners offering a roadmap to success
• Led teams in system and process merger activities
3. • Coordinated process improvement within Supply Chain
• Thought Leader and Subject Matter Expert for the Supported modules, requirements gathering,
setups, testing, users, approvals, workflows and Purchasing Agent training
• Charged with reviewing, rebuilding, reengineering or eliminating purchasing customizations
related to Oracle forms, modules and workflows
• Deliver expert advice related to the best uses of the Oracle modules
• Deliver Oracle training and coaching to Internal business units
• Create end-to-end solutions for various customers within the framework of our strategic vision
• Intermediary between Internal Support Team, business units and technical teams
• Responsible for break-fix support of the Oracle Applications environment which includes the
comprehensive testing, troubleshooting and issue resolution
• Provide Tier 2 support for Wachovia’s Internal Support Team
• Responsible for after-hours support and scheduled outages related to maintenance
• Provide functional consulting, technical consulting and support for mergers and acquisitions
• Merger Team member for the First Union/Wachovia merger with emphasis on legacy Wachovia’s
migration to the First Union purchasing platform
• Merger Team member for Prudential Securities merger – direct interaction with Prudential
Securities counterparts to ensure a smooth transition from legacy systems and processes to existing
Wachovia systems and processes. Worked with Corporate Security to resolve firewall connectivity
issues
General Services Division
• Project team member for the 2001 implementation of Oracle Financials – functional lead for Oracle
version 11.03 which included Inventory setups, Work in Process and Bill of Materials.
• Implemented and supported Radio Frequency infrastructure.
Wachovia April 1998-December 1999
National Director of Fulfillment Operations
• Managed all aspects of warehousing, procurement, print & render, card personalization, document
and storage, call center, client management, inventory planning, distribution, disaster, conversion
kitting, and fulfillment, delivered best in class customer service.
• Directed workforce of 500+, providing employee development and training for all personnel.
• Oversaw contracts, records, and supplier management; managed $250M annual operating budget.
• Negotiated national vendor contracts which generated annual savings of $50M to $125M.
• Led relocation of distribution center and installation of new Oracle procurement system and
MARC warehousing system.
First Union April 1985-December 1997
Corporate Distribution Manager
• Managed all aspects of warehousing, procurement, call center, inventory planning, distribution and
fulfillment, delivered best in class customer service.
• Directed workforce of 275+, providing employee development and training for all personnel.
Managed procurement of office products, forms / electric forms, and corporate services supporting
food services, fleet vehicles, travel, furniture, ATM supplies, corporate records, corporate
marketing products, office signage, copier/fax, financial center equipment, office equipment and
related supplies, etc).
4. • Responsible for projects and processes relative to strategic sourcing, supplier relationship
management, Corporate Fulfillment supporting mutual fund, insurance, and securities.
• Managed $100M annual operating budget.
• Negotiated national vendor contracts which generated annual savings of $50M to $1000M.
• Directed consolidation of 26 regional warehouse into one national distribution center, saving
$1.5M to 2.3M per year
United States Air Force / Air National Guard October 1981-October 1991
Managed and supported Air Force operations to support warehousing, procurement, inventory,
distribution, fulfillment, development, and training for Shaw AFB Sumter, SC and North Carolina Air
National Guard Charlotte, NC.
EDUCATION AND CREDENTIALS
Wachovia Learning Connection
January 1990-September 2008
Banking, Six Sigma, Diversity, Project Management, Compliance, Leadership, Management classes.
1,905 hours of training at Wachovia.
Community College of the Air Force
October 1981-September 1983
Supply Chain Management, Logistics, Distribution