Software Development & Implementation Services Original

Software Development & Implementation Services

RFP #3135-10

Opening Date: November 21, 2012, 3:00 p.m.

Original

Insight Public Sector, Inc. Proposal for:

Proposal for Maricopa County Community College District: RFP #3135-10

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Cover Letter November 19, 2012 Keith Killourie Maricopa County Community College District 2411 West 14th Street Tempe, AZ 85281

Dear Mr. Killourie: Insight Public Sector, Inc. (“Insight”) appreciates the opportunity to respond to Maricopa County Community College District’s Request for Proposals for Software Development & Implementation Services. We look forward to your review of our proposal and to further discussions about our service solution. Based on the scope of the requirements, Insight has prepared a response that represents a comprehensive effort at meeting your needs. Insight is confident that we can become a beneficial and strategic partner with the Maricopa County Community College District. Our capabilities and services were enhanced by the acquisition of Ensynch Services in 2011, a leading Microsoft consulting firm headquartered in Tempe, AZ. Additionally our long term business relationship (Insight, Calence and Ensynch) provide us an understanding of how you do business. This acquisition, along with Insight’s strengths, makes Insight a tremendous choice for MCCCD. Insight is a leading provider of IT products and services for the public sector. Our direct vendor relationships, along with sales revenues total $5.3 billion in 2011, have helped us to build our infrastructure to meet large volume rollouts and have given us the versatility to tailor our services to our customers’ individual needs. Insight is solely focused on the needs of state and local government and educational institutions. Our experience sales team understands the Public Sector’s needs and is focused on real-world solutions. Insight also has the ability to place any of the services awarded on the US Communities contract. Insight’s Support Solution will allow MCCCD to leverage many of our methodologies to help fulfill the MCCCD’s consulting requirements. Insight’s comprehensive service capabilities and partnerships, combined with relationships with major manufacturers, gives Insight the ability to be MCCCD’s “total solutions provider”. Insight brings over 25 years of experience, solid vendor relationships, and highly trained and certified technical experts. Because we place a priority on hiring and training top managers, engineers and technicians, we have one of the most highly skilled and experienced workforces in the industry. Additionally, our flexibility and willingness to do “whatever IT takes” is our hallmark.


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Table of Contents

Cover Letter ................................................................................................................... ii

Table of Contents ......................................................................................................... iv

Section 4 – Proposal Requirements ............................................................................ 1

Section 5 – Scope of Work ........................................................................................... 6

Section 7 – Respondent Questionnaire ..................................................................... 19

Section 8 – Pricing Schedule ..................................................................................... 28

Section 9 – Signature Page ........................................................................................ 29

Attachment B – Bidder’s Statement .......................................................................... 30

Attachment C – MCCCD Student Information System Non-Disclosure Agreement ...................................................................................................................................... 35

Appendix A – Addenda1

Appendix B – Financial Information2

Appendix C – Resumes3

Appendix D – Insight Overview4


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Section 4 – Proposal Requirements Paragraphs 4.1 & 4.2 below require specific, written responses or confirmations. To be considered for selection, respondents shall meet/provide the following requirements: 4.1 MINIMUM REQUIREMENTS

4.1.1 Must be licensed by the State the business is in, if services requested require such licensure.

Response: Insight is licensed to do business in the State of Arizona. Our Arizona Transaction Privilege Tax License number is 07675462.

4.1.2 Must provide a completed pricing schedule (Section 8) signed by an authorized company signatory.

Response: Pricing (Section 8) has been provided in this proposal and has been signed by David Cristal, Vice President – GM IPS Sales (Section 9 – Signature Page).

4.1.3 Must have carefully read and understand all parts of the RFP and certify that the Proposal is made in accordance therewith.

Response: Insight has read and understands all parts of this RFP and our proposal is made in accordance therewith.

4.1.4 Must submit written answers to the respondent questionnaire (Section 7). All answers must be in the order in which the questions were asked.

Response: The Respondent Questionnaire has been completed. All answers are in the order in which the questions were asked. 4.2 SPECIFIC INSTRUCTIONS

4.2.1. The Proposer must provide three (3) client references. Include company name, contact name, address, updated telephone number, description of the service(s) provided, number of proposer employees involved, number of client employees involved, timeframe of engagement, and current status of the project. If the proposer was employed by another organization at the time the service provided to the client, it must be clearly stated.

Response: Client Contact Address Phone Resources Client

Employees Timeframe Project

Status Apollo Group

Stuart Gilligan

4025 S RiverPoint Pkwy, Phoenix, AZ

(623) 258-0444

Projects ranging from a single consulting resource up to projects and programs with 10 plus resources

1/2008 to Present

All projects were completed per the scope of work and client approved delivery and acceptance.

Services: Projects include Citrix, MOSS/SharePoint, Microsoft MIIS/ILM/FIM, OCS/Lync Unified Communications, BizTalk, CRM, application integration, Program and Project Management, PMO emergence, Data Center, Technical Writing/documentation, development, Testing and integration


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Gateway Community College

Jose Candanedo

108 N 40th Street, Phoenix, AZ

(602) 286-8371

Multiple Resources consisting of a Project Manager, Solution Architect, Sr. Developer, Systems Management Consultant, and other functional resources

Client project sponsor, IT Manager, sys admins

Projects dating from 2005 to 2011

Project is now in production.

Services: Planning, Architecture and Deployment of Unified Communications, Systems Management (SCCM/SCOM), and virtualization Western Governors University

Mark Weathers

4001 South 700 East, Suite 700 Salt Lake City, UT 84107

(801) 428-5983

Project resources included a project manager and typically 1-2 Senior Consultants

3-4 WGU employees and a management level project sponsor

4 Project engagements from 2011-2012

Projects Complete

Services: Exchange- Worked with the WGU IT staff to plan, architect, implement and provide knowledge transfer for enterprise-wide Exchange 2010. SharePoint- Engaged with the CTO, IT Director, and Sr. Admins to migrate WGU’s existing SharePoint environment. CRM- Engaged with the CTO, IT, and functional business analyst to assist in the planning for CRM to support student lifecycle management.

4.2.2. Each Proposer must provide MCCCD with a list of all higher education institutions that have utilized their services (in the areas they are responding to) for applications or related services. If Proposer is providing third party related services such as testing, data warehousing, reporting, directory integration or related programming support, please respond to RFP in the context of these services.

Response: Client Organization Solutions

St Louis University ILM/FIM Identity Management Maricopa Community College District ILM/MIIS Identity Management, Development and

Customization Apollo Group/University of Phoenix ILM/FIM, SharePoint, Citrix, Exchange,

Performance Tuning, BizTalk, Reporting, SOA/BizTalk

Chandler Gilbert Community College SharePoint Gateway Community College System Center, Virtualization, OCS/Lync ASU WP Carey Active Directory, Exchange BridgePoint Education System Center Western Governors University Exchange, SharePoint Grand Canyon University FIM ETS BizTalk, SharePoint, Systems Management, BI

(SSRS Report Factory), Identity and Federation UTI Active Directory, Exchange, SharePoint, Systems

Management (System Center) Kansas University Medical Center Exchange


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4.2.3. Each Proposer must provide MCCCD with a list of all clients who now have applications in production, utilizing the areas they are responding to, as a result of using the Proposer’s services.

Response: Please see Section 5.3 for details.

4.2.4. Each Proposer must provide the name of the specific services lead that will be assigned to coordinate the MCCCD project(s).

Response: In addition to the Insight (IPS) Account Executive, MCCCD will have an Insight Services Sales Executive (SSE) assigned. This role provides the services leadership for all project engagements. The SSE is responsible in coordinating with the different Practice Leaders, Insight’s PMO, and resource managers. Larry Witherbee is the SSE assigned to MCCCD.

Insight will also provide a specialist from its software and services specialty team (Scott Johnson) and a Microsoft certified VTSP pre-sales engineer (George Clark) in support of the MCCCD projects. Additionally, PMO and project resource oversight will be provided by Insight’s PMO.

4.2.5. Each Proposer shall provide a representative list of resumes for people who could be assigned to the MCCCD based on the categories described below in section 5.1.

Response: Insight has included resumes for MCCCD’s review aligned to the proposed categories. Representative resumes include Insight Practice Directors, Project Managers, Practice Solution Architects and Sr. Consultants, and a sample of functional consultants. Each resume provided references a core solution area and alignment to the categories in RFP Section 5.1.

4.2.6. MCCCD reserves the right to refuse any subcontractor the vendor offers. All resumes, work histories, etc. will be provided to MCCCD for any suggested subcontractor the same as required for any vendor.

Response: Insight has read and understands this requirement.


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4.2.7 Each Proposer must submit copies of the Proposer's latest annual report, latest audited quarterly report, latest 10K statement, Dunn and Bradstreet ratings, and any other evidence of the Proposer's financial status. If the company is a subsidiary of another company/corporation, audited financial statements for the parent organization must be provided.

Response: Insight’s 2011 annual report and Dunn & Bradstreet report have been provided in this proposal. These documents can be located in Appendix A – Financial Information.

4.2.8 Each Proposer must submit the organizational chart of the company and an organizational chart of parent, subsidiary, or subcontracting companies outlining relationships between entities.

Response: Insight Public Sector, Inc. and Insight Direct USA, Inc. are both wholly-owned subsidiaries of Insight Enterprises, Inc. Please refer to the organizational chart below.


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4.2.9 Each Proposer must state whether proposer, or any predecessor entity of which proposer was a part or which is now a part of proposer by merger, acquisition, or otherwise, or any officer, agent, or employee of any of the foregoing, has, to the best of the proposer's knowledge, information, or belief:

4.2.9.1 Ever been the subject of any criminal investigation, prosecution, or conviction for any alleged act or omission related to the activities of said business or within the scope of their responsibilities as an officer, agent, or employee of any of the foregoing; or

4.2.9.2 Ever terminated said entity's contracts or had its contracts terminated prior to the completion or normal expiration of the term thereof; or

4.2.9.3 Sued or been sued for breach of contract, misrepresentation, fraud, or any form of infringement (e.g. copyright, trade secret, patent, etc.). If so, provide full details as to any such incident.

Response: As a publicly traded company, Insight Enterprises, Inc. and its wholly-owned subsidiaries, which includes Insight Public Sector, are required to disclose company information in accordance with rules of the Securities Exchange Commission. From time to time Insight is a party to various legal proceedings arising in the ordinary course of business. In the event Insight is a party to a legal proceeding that is material to Insight Enterprises, Inc., Insight discloses information about any such litigation its reports filed with the Securities Exchange Commission. Litigation is inherently unpredictable. However, it is management’s belief that the Company has valid defenses with respect to material legal matters pending against us, as well as adequate provisions for any probable and estimable losses. It is possible, nevertheless, that the results of Insight Enterprises, Inc.'s operations or cash flows could be affected in any particular period by the resolution of a legal proceeding. Reports filed with the Securities Exchange Commission by Insight Enterprises, Inc. can be found on the Insight website at http://www.corporate-ir.net/ireye/ir_site.zhtml?ticker=NSIT&script=1901 or at http://www.sec.gov. The information above is updated regularly and may have been updated in Insight Enterprises, Inc.’s more recent public filings, which can be located at either of the web sites mentioned above.

Insight Public Sector, Inc. has not terminated or had its contracts terminated prior to the completion or normal expiration of the term thereof.


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Section 5 – Scope of Work

5.1 Describe Proposer’s services, daily and total costs associated with services by specialty or job title, resumes for individuals who could provide the services to MCCCD, and sample materials used. Special notation must be made if the Proposer plans to use a subcontractor for the provision of any or all services.

5.1.1 Implementation: MCCCD is seeking assistance in coordinating the implementation of solutions utilizing the above applications and related systems as well as future migration to unspecified applications or solutions.

Response: Based on the technologies/solutions identified by MCCCD, Insight has provided a map of its capabilities to provide implementation support.


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5.1.2 Programming: MCCCD may seek training and assistance to implement, support, and extend applications using the solutions indicated in the Proposer’s response.

Response: Insight employs developers and programmers across its practices with experience in extending applications including those identified within the MCCCD RFP. These include SharePoint, ILM (and FIM), SQL, CRM, BizTalk. Please see example resumes in attachments.

5.1.3 Integration Testing: MCCD may seek assistance in integration of systems and services related to the solutions indicated in the Proposer’s response.

Response: Insight provides integration services with SQL, SharePoint/SharePoint BDC and BCS, CRM/XRM, MIIS/ILM/FIM, BizTalk, and through custom application development integrations. Insight has experience in both commercial, government and education verticals integrating with COTS software, databases, SaaS, applications and custom developed application. Insight can also support IT integrations with the System Center platform.

5.1.4 Reporting: MCCCD may seek assistance in the development and implementation of

Enterprise Reporting, data warehousing, and Decision Support Systems.

Response: Through its Business Intelligence Practice, Insight has delivered a number of engagements ranging from reporting and report automation to full data warehouse implementations. (Please see also Section 5.1.6.) Insight's approach to BI projects (schematic below) involve an iterative methodology which starts with a planning and envisioning phase (discovery), and underpinned with by project management.

The iterative nature of our approach is illustrated in the schematic below. Planning and envisioning of a next phase commence before the completion of the “deploy” and “optimize” stage of the prior phase. This ensures continuity for resources and maximum utilization of the entire team's time. Project phases are typically between 1-2 months and, in some cases, longer in duration which ensures that end-users stay engaged through User Acceptance Testing. It also provides the business with the necessary time to identify much needed enhancements and additions in future phases.


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The discovery phase is critical to the overall success of the project, and during this phase we perform interviews with the relevant technical and line-of-business resources. These interviews are structured in such a way as to assess the following: Current state of the environment Constraints of the current business and technical landscape Business requirements Technical requirements Desired future state Identify project phases

The key resources involved during this phase are the Business Analyst, BI Architect and Project Manager. The client deliverables of each discovery phase include: A project plan for the upcoming phase Requirements specification Time and cost estimates

Insight employs the use of both technical (Architect) and business (Management Consultant) consultants during all phases of project delivery, in addition to our expert delivery consultants. These resources have expertise across industries, both commercial and public sector, and will be able to provide the necessary perspective and guidance in terms of best practices as well as an understanding of the financial reporting requirements necessary for a successful implementation of Microsoft SSRS, SSIS, SSAS, and MDX for MCCCD. Insight’s client references and resource resumes attest to the breadth of knowledge and skills of the project team across the entire Microsoft BI stack. Insight offers consulting services across the entire Microsoft technology infrastructure which means that MCCCD can confidently move forward with Insight on this project knowing that there won’t be any finger pointing across technology systems as all issues that may arise during the course of the project can be addressed using in house consultants from Insight.

5.1.5 Directory Integration: MCCCD may seek assistance in the development and implementation of directory implementation strategies utilizing the solutions indicated in the Proposer’s response.

Response: Insight provides unique value to MCCCD in Directory Integration. Insight, through its acquisition of Ensynch, has experience with MCCCD having worked with both MIIS and ILM at the College District. Additionally, Insight has a dedicated Identity and Secure Access Management Practice. This practice is Microsoft Gold Certified and has received Microsoft Worldwide Award recognition. Insight’s Practice Director, David Lundell, also wrote and published the first book on Microsoft Forefront Identity Manager (FIM.) Higher Ed clients in this area include MCCCD, Apollo Group, GCU, UTI, and BridgePoint Education. In the public sector and commercial space, Insight has engaged with Pinal County, APS, and AAA Insurance Exchange.


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Insight has engaged with clients who desire to integrate directories and identities across current and legacy applications, other directories (Sun, Oracle, IBM, SAP, LDAP), and with SaaS and cloud providers through Federation. This includes Salesforce.com, ADP, Google, Azure and others. Insight has also worked with a number of Higher Ed organizations to leverage Identity Management solutions for managing the lifecycle of a student from pre-enrollment through alumni status.

The diagram below provides an overview of Insight’s practice.

5.1.6 Data Warehousing: MCCCD may seek assistance in the development, support or implementation of Data Warehousing solutions utilizing the solutions indicated in the Proposer’s response.

Response: Data conversion, accuracy and effective movement (ETL) is an essential part of any Data Warehouse project. Insight’s project team is highly skilled in the methodologies and best practices with regards to ETL and MDM (Master Data Management). The following provides MCCCD with Insight’s tools, processes and approach:


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Insight has developed templates, scripts and repeatable frameworks to address certain key areas of BI project deliverables:

ETL Methodology Framework o Description: Insight has developed an in-house methodology framework that is based on

industry best-practices. The framework also implements a fully automated ETL subsystem, capturing metadata throughout the process. The metadata makes it possible to track performance and identify problems quickly.

o How and Where Used: Used in all client projects which requires ETL development. o Value to MCCCD: A methodology based on best practices ensures the longevity of the

system, and reduces the need for manual intervention. Source to Target Mapping Document Template

o Description: A template for a source to target exercise typically performed during ETL development. Maps source fields to the final destination in the Data Mart.

o How and Where Used: Used on various client projects to assist with ETL development o Value to MCCCD: Will assist in the creation of standard documentation, eliminating the

need to create the document later in the project lifecycle. ETL Tool

o Description: An in-house developed tool to automate the creation of tables, from the data contained within the source to target mapping document.

o How and Where Used: Used on various client projects as part of ETL development. o Value to MCCCD: Tool will help reduce development time, taking care of a mundane task

that consumes many hours. SQL Server Administrative Scripts

o Description: Various scripts to perform index maintenance and capture metadata. o How and Where Used: Used as standard on all client projects where no such processes

exist. o Value to MCCCD: This will assist in the creation of standardized processes for a self-

maintained system. Performance Troubleshooting Scripts

o Description: Various scripts to assist with performance troubleshooting. o How and Where Used: Used as standard on all client projects to troubleshoot

performance issues. o Value to MCCCD: Scripts assist with troubleshooting and enable us to get to the source

of the issues in a quick fashion. SSIS Package Templates and Frameworks

o Description: A standard template is used to create a client-specific package template. The template is used as the basis of all SSIS package development.

o How and Where Used: Used in all SSIS development. o Value to MCCCD: The use of package templates promotes consistent standards for

development. It also ensures the easy maintenance for future resources.

5.1.7 Decision Support: MCCCD may seek assistance in the development, support or implementation of Decision Support solutions utilizing the solutions indicated in the Proposer’s response.

Response: Insight has worked with a number of clients leveraging its experience in both BI/Data Warehouse and SharePoint to deploy Decision Support and Decision Intelligence Solutions. Many of Insight’s clients seek a “One Source of Truth” approach providing relevant information to many different levels of decision making within organizations. Insight has deployed solutions utilizing Microsoft SQL tools such as SSAS and Microsoft PowerPivot, Excel Services, and PerformancePoint. Further, Insight is experienced in the SQL 2012 BI Reporting, Predictive Analytics, and integration with SharePoint and Office.


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5.1.8 Data Quality Initiatives: MCCCD may seek assistance in the development, support or implementation of Data Quality Initiatives utilizing the solutions indicated in the Proposer’s response.

Response: In addition to the Microsoft Solutions identified within Insight’s response, Insight will engage MCCCD with a combination of the right team, best practices, approach and tools to support Data Quality initiatives. Insight leverages the roles of Data Consultant, Business Analyst, and Solution Architect to support such initiatives.

Functional Resource Name Description of Project Role

Principal Architect The Principal Architect engages at the strategy and business level and works with MCCCD on drilling down from the strategy to the tactics and execution of a Data Quality engagement and roadmap.

Business Analyst The Business Analyst is responsible for working with the MCCCD functional, IT, and Departmental project sponsors to identify the data and reporting necessary for the successful operation of their department and for the organization as a whole at the District level. The Business Analyst will identify for the BI Architect the necessary requirements as well as any workflow needed for the successful manipulation and use of the information as well as maintain knowledge of all related requirements.

Architect The Architect is the lead technical resource on the project and is ultimately responsible for the design of the overall solution. The Architect will take the requirements from the Business Analyst and map these against the set of existing and new technologies and produce a detailed design of the solution as well as the project and resource planning for implementation. The Architect will also identify efforts required on the part of MCCCD to ensure the data quality initiative is successful and can be carried forward.

5.1.9 Training: MCCCD may seek assistance in the development and provision of end-user training regarding the solutions indicated in the Proposer’s response.

Response: Insight, from a core competency perspective, is not positioned to provide broad end-user training. However, with many other clients, Insight has worked with the client to develop comprehensive training and adoption plans. Insight can provide train-the-trainer sessions, recorded sessions and how-to videos using commercially available software. Insight has also developed a training toolkit which MCCCD may choose to leverage.

5.1.10 Testing: MCCCD may seek assistance in the development and implementation of testing related applications and related systems utilizing the solutions indicated in the Proposer’s response.

Response: MCCCD can leverage Insight’s experience in application and services testing from both the systems design testing and in developing and executing user acceptance testing (UAT). Insight’s approach is to capture both system/application and user acceptance criteria in the initial requirements and analysis phase and refine the test and acceptance criteria through the project phases to UAT, pilot, and production.


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5.1.11 Documentation: MCCCD may seek assistance in the development of technical and end-user documentation regarding the solutions indicated in the Proposer’s response.

Response: Insight has received high ratings from its clients on documentation and deliverables provided within a project and separately, through technical writing engagements. Insight employs an iterative documentation process beginning with requirements gathering and analysis through architecture, detailed design, configuration, and operational turnover documentation. Due to the proprietary nature of Insight’s documentation, Insight would be pleased to facilitate a review with MCCCD.

5.1.12 Multimedia / Personalization Development: MCCCD may seek assistance in developing, implementation and support of multimedia modules and/or applications to assist in personalization of course content to increase student interaction, engagement and success in online coursework.

Response: Insight is not proposing solutions under this category.

5.2 Maricopa assumes the assignment of internal resources. Describe what process you will use to train these individuals in your tools and preferred methodologies.

Response: Insight’s process to ensure the MCCCD internal resources are knowledgeable on tools and methodologies is to leverage a combination of approaches. First, Insight recommends close collaboration with the MCCCD team members throughout the planning and design process, implementation, pilot migrations, and production migrations. The approach is to leverage a combination of hands-on knowledge transfer, white-board discussions, and operational turnover sessions. Documentation is provided (as a living document) and used for knowledge transfer as well. In some areas, Insight will leverage documented curriculum. Insight will work with MCCCD on how to best design a solution, the configuration specifics, administration, performance of standard tasks, and trouble escalation and support. Hands on training activities are performed throughout the duration of the project with identified MCCCD personnel. In addition to the interactive hands on training activities, the project team delivers a prescriptive set of standard documentation. Generally this includes an architecture and detailed design document, build and configuration guide, and operating guide. These documents incorporate step by step walk-throughs of each configuration item as implemented during the project and recommended best practices to support the application/solution.

5.3 Describe any experience implementing major software applications within a higher education organization, including the name of the organization, the application/s (including vendor/s) implemented; the project timelines, and the extent of involvement by the Proposer.

Response: Client Organization Solutions Duration Insight Involvement

St Louis University ILM/FIM Identity Management

13 weeks Led IdM assessment and architecture

Maricopa county Community College District

ILM/MIIS Identity Management, Development and Customization

36 weeks Lead architecture planning, implementation, and ongoing customization


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Apollo Group/University of Phoenix ILM/FIM SharePoint Citrix Exchange Performance Tuning BizTalk Reporting

18 weeks 22 weeks 4 weeks 18 weeks 15 weeks 9 weeks 10 weeks

Program and Project Management with multiple lead consultants and deployment functional consultants.

Chandler Gilbert Community College SharePoint 3 weeks Sr Consultant engaged to work with the CGCC team

Gateway Community College System Center, Virtualization, OCS/Lync

4 weeks 16 weeks 3 weeks

Project Management and consulting resources to implement collaboratively with the GCC IT team

ASU WP Carey Active Directory, Exchange

10 weeks Project Management, Architect and Consultant

BridgePoint Education System Center Exchange SharePoint


Project Management and consulting resources leading the project

Western Governors University Exchange SharePoint

8 weeks 4 weeks

PM and solution Architect working with the WGU team

Grand Canyon University FIM Citrix

30 weeks 6 weeks

PM and team of Sr. Consultants and Consultants

ETS BizTalk SharePoint Systems Management BI (SSRS) Reporting

25 weeks 9 weeks 17 weeks 32 weeks 15 weeks

Program and Project Management leading technical design and implementation

UTI Active Directory Exchange SharePoint Systems Management

8 weeks 6 weeks 9 weeks 7 weeks

Project Management and typically 1-2 Sr. Consultants working with the UTI team

Kansas University Medical Center Exchange 18 weeks PM, lead architect and consultant

Champion College Dynamics CRM in-house and ASP/SaaS solution, SQL SSRS/SSAS

1 year PM, Principal Consultant/architect, CRM architect, BI developer


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5.4 Describe the extent of experience by the Proposer with development, implementation, or support related to the solutions indicated in the response.

Response: Insight is pleased to provide the following profiles/resumes of potential proposed staff.

Technologies/Solutions Sample Resumes/Profiles

Core Resources

Practice Experience

Project Management Sr. Project Manager AQ, Project Manager AL

16 Established 2002-Project Office started in 2002 and grew into a mature PMO offering project and program management and PMO emergence.

Microsoft development environment Sr. Developer Microsoft JN, Sr. Developer Dev_FIM_BizTalk KO, Microsoft Development Sr. Developer TF, Developer JZ

20 2008 Numerous development projects and projects leveraging these tools.

Team foundation services

ASP.NET C#

Visual Studio

Microsoft SharePoint 2010 (WSS 4.0 and MOSS 2010)

SharePoint JH, SharePoint and InfoPath IA

14 Since 2006 Established SharePoint practice with experience in 2007, 2010, and, recently, began implementing SharePoint 2013. Broad experience in intranets, internet, and extranets and leveraging the functionality in SharePoint including FAST Search.

Web Part Development CMS Development & Support

Performance Point SharePoint JH, Datawarehouse BI MS, Data and Reporting MT, Data and Development Consultant LP

12 Since 2008 Experienced integrated team with a depth of knowledge in SQL, BCS, and backend source data as well as the reporting and visualization tools.

ProClarity Business Intelligence Tools

Excel Services PowerPivot Services

Visio Services Dundas Dashboard Service

Microsoft Windows Server Directory Integration KJ, Systems Management BB

10 Since 2001 This Practice has experience from NT and Windows Server 2003, 2008/2008 R2 and 2012.


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Microsoft Exchange Exchange KB, Exchange Lync architect SR, Exchange Lync Infrastructure JS

12 Since 2001 Over 2 million mailbox migrations on premise and 2 million cloud seats.

Microsoft CRM CRM Architect AH, Data and Development Architect PF

5 2009 CRM practice led by former Microsoft Dynamics regional manager with on-premise and cloud experience. XRM platform experience.

Microsoft Biztalk BizTalk and Developer WC, Sr. Developer Microsoft Dev_FIM_BizTalk KO

4 2007 Team includes a Microsoft Certified Technology Specialist with experience in BizTalk 2009 and 2010.

Microsoft SQL Server Datawarehouse BI MS, Data and Reporting MT, Data and Development Consultant LP, Data and Development Architect PF

8 2008 Practice includes a Principal Consultant, Data Architects, Reporting Consultants, and BI architects.

SQL Reporting services SQL Integration Services SQL Analysis Services MDX Data Mining

Microsoft Business Scorecard Server

Data and Reporting MT

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Microsoft Lync Exchange Lync Architect SR, Exchange Lync Infrastructure JS, Exchange and Lync CF

8 2010 Part of Insight’s Unified Communication Practice, the team has been involved with Lync (and previously, OCS) including enterprise voice and integration with other voice/VoIP technologies. (UC Practice has been in place since 2007.)

Microsoft MIIS Server (ILM and FIM) Identity Practice Director, Directory Integration KJ, Directory Integration RC, Developer JZ

11 2003 Led by a Microsoft MVP, this practice has been in place since the release of Microsoft MMS implementing MIIS, ILM/ILM 2, and FIM/FIM R2.

Microsoft InfoPath SharePoint BG, SharePoint JF, SharePoint and InfoPath IA

8 2006 InfoPath experience is tied to Insight’s SharePoint practice.


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Microsoft Speech Server

Microsoft Operations Manager (SCOM)

Systems Management BB, Systems Management JV

9 2006 (MOM and 2008-SCOM) Insight’s Systems Management Practice has been in place since 2004 and today covers the full System Center Suite (SCOM, SCVMM, SORCH, SCDPM, SCCM, SCSM.)

Microsoft Operations Framework Operations MLE 3 2005 Insight has worked with a number of clients to integrate MOF best practices into their deployments and operations.

Microsoft Virtual Server Systems Management BB

8 2008 Since its initial release and now with Windows Server 2012 Hyper-V, Insight has worked with clients (in addition to VMware).

Adobe Flash Server Citrix Systems Management

JB 4 2003

Insight was named top Citrix LAR in 2011. Insight recently completed an 18,000 seat Citrix project for a large hospital system.

Dundas Dashboard Server Data and Development Consultant LP

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MySQL BizTalk and Developer WC

5 2006

PHP BizTalk and Developer WC, Sr. Developer Microsoft Dev_FIM_BizTalk KO

6 2008

Drupal Insight Consultants- Insight, through its strategic resourcing/consulting organization can provide experienced resources directly to MCCCD or within the context of a project team.

2000 Linux JAVA HTML 5

Software used for Multimedia and/or interactive personalization of course content

Insight is not proposing services related to this section.


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5.5 Describe the length of time the Proposer has been in business as the entity responding to this RFP.

Response: Insight Public Sector, Inc. was incorporated in the State of Illinois on 4/19/94. In October, 2011, Insight acquired Ensynch, Inc. Ensynch had been in business since 2001.

5.6 Describe the number, experience, and specialties of the Proposer’s staff dedicated to the development and implementation of the responding software. Please include resumes of potential proposed staff.

Response: Insight has provided the number of consultants by technology area in the table Section 5.4 along with a number of representative resumes. The table below shows the standards Insight applies to the various roles that will work with MCCCD.

Role Minimum Experience

Solution Architect 8+ years of experience and the requisite certifications. Also engage in speaking opportunities on the subject areas.

Sr. Consultant 6+ years of experience and the requisite certifications.

Consultant 4-5 years minimum experience and requisite certifications.

Sr. Project Manager 7+ years of experience. PMP.

Project Manager 5+ years of experience. PMP.

Project Coordinator 3+ years of experience. CAPM.

Practice Director 10+ years of experience

5.7 Describe what facilities and staff, if any, are permanently located in the Phoenix, Arizona metropolitan area.

Response: Insight currently maintains four (4) offices in the Tempe metropolitan area, including corporate headquarters and our Remote Network Operations Center, which operates 24x7x365. These four Tempe-based Insight facilities employ close to 2,000 Insight employees.


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5.8 Specify the process Proposer will use to communicate organizational changes that impact these services to MCCD.

Response: Insight would look to provide a consistent level of staffing to achieve the established personnel requirements. Insight Services is structured in a manner that allows for a great deal of flexibility in terms of resource management and resource needs. The Program Manager leading the team for this contract will work with MCCCD’s management team on a regular basis to understand any potential change management in terms of resource needs. This intimate knowledge of the needs of MCCCD will enable Insight to deliver resources when and where needed with the specialized skill set required.

Insight has a low staff attrition rate due to our process for establishing technical training, certification and career paths and opportunity sharing methodologies. These fundamentals are important within an ever-changing technology industry and it allows Insight to attract and retain the best people in the industry. Our solution also benefits MCCCD in that it has identified dedicated backfill resources, which will enable Insight to generate a consistent footprint and a continual knowledge transfer opportunity.

Insight has the skills and experience to meet or exceed MCCCD program requirements. Insight will recruit, hire, train, and staff to meet the service objectives of our customers. Insight as an organization is committed to providing technical support resources and infrastructure to our customers. Insight will utilize and expand the existing infrastructure to meet the service delivery needs of MCCCD. To this end, Insight will continually expand and grow our technology services, IS, and management forces and facilities in numbers to grow with our clients.

In the unfortunate event of a staff vacancy, Insight will utilize the local service delivery bench to backfill that vacancy. If local resources are not available, Insight will backfill the vacancy next through its service delivery benches nationally or through the use of a predefined list of approved vendors. In any case, timeliness is important, but ensuring the highest quality of staff with the appropriate skill level and technical training is crucial and Insight utilizes all of its available resources to meet these needs in the event that they arise.

5.9 Provide the maximum percentage price increase for years two to five as compared to year one.

Response: The maximum percentage price increase for years two to five is up to 5% per year.

5.10 Maricopa prefers that the Proposer provide workstations and administrative support for their own employees.

Response: Insight can provide workstations and administrative support for our own employees should this be the preference of Maricopa.

5.11 Documentation and all deliverables resulting from this contract shall remain the property of MCCCD.

Response: Insight understands this requirement and shall comply unless documentation and/or deliverables are otherwise copyrighted.


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Section 7 – Respondent Questionnaire Provide information to all sections below. Failure to provide required information may cause the proposal to be deemed non-responsive.

7.1 Description of Firm/Personnel

7.1.1 Describe your firm and your specific experience and history for the past 10 years, including a list of clients by type and name of institution, location and types of services provided.

Response:

Insight Public Sector, Inc. is a subsidiary company of Insight Enterprises, Inc., which became a publicly traded company in 1995 and sells its stock on the NASDAQ stock market under the ticker symbol NSIT. Insight Enterprises, Inc. reported sales of $5.3 billion for fiscal year 2011, and is ranked number 460 on Fortune Magazine's 2012 U.S. Fortune 500 list.

Insight Public Sector exclusively serves the public sector in the United States with quality IT products and solutions, competitive pricing and comprehensive service and support. We provide technology products, solutions and services solely to government, education, non-profit agencies and other quasi-governmental organizations in the public sector arena. With this focus comes expertise. As such, your organization gets the best of both worlds; dedicated local sales and support teams who are experts in their fields and understand your unique needs, backed with the supply chain management capabilities and technical resources of our parent company.

IPS holds over 180 federal, state, local, education and non-profit contracts across the United States today. We currently hold the nationwide US Communities contract for products and services. Federal contracts with agencies such as the General Services Administration and our participation in state-wide contracts in over 25 states gives us a solid market share of government technology sales. Highly specialized teams are dedicated to each market offering customized solutions that range from initial consulting, procurement and product delivery to project management, licensing management, maintenance and support.

Please refer to Insight’s response to items 4.2.2 and 7.2.2 below for a detailed representation of experience, identified by name, solution, duration and Insight involvement.

7.1.2 Identify the key staff (exclusive of support or administrative staff) in the firm who will have primary responsibility for work under this contract.

7.1.2.1 Describe their current responsibilities with the firm

7.1.2.2 Describe the role each will play if a contract is awarded to the firm

7.1.2.3 Provide a resume of each individual who would be working on the contract, if awarded, including:

7.1.2.3.1 Their length of service with the firm

7.1.2.3.2 Their education and specific experience in the field and relevant clients that they have served as a financial advisor in the last five years


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7.1.2.3.3 Other information that demonstrates specifically that the key personnel assigned to this contract have the skills and experience to successfully perform the duties required under the scope of work.

7.1.2.4 Provide an organization chart for the firm.

Provide any additional information that substantiates that the firm has other capacity or staff to perform the scope of duties, above and beyond identified key personnel.

Response: Insight Sales Team Structure Insight offers MCCCD an experienced Sales Team, which includes an Inside Sales Manager, a Field Sales Manager, local Account Managers, an Inside Sales Team, a Sales Operations Team, a local, Technical Service Team, a Marketing & Business Development Team, and a Client Service team.

These persons have the following responsibilities:

• Pre-sales consultation to Arizona end-users • Quick submittal of quotations to end-users • Facilitation of real-time orders • Database management for sales & marketing efforts • Notification of availability issues before they occur • Assistance in alternate sourcing options • Providing product specifications to the clients • Relating product knowledge to solution based selling • Out of the box solution of any issues - should they arise Contact information about key team members can be found below.

Sales Operations This sales team is supported by a Sales Operations Team. The Account Support Representatives are responsible for accurate order entry, verification of contract pricing on orders, addressing any contractual requirements, and notation of special shipping instructions. The Operations Team also ensures that orders are processed and shipped in a timely manner. They work closely with intercompany departments to ensure proper ordering, allocation, configuration and shipment of products on all orders in their assigned regions.

Client Services Insight has evolved the client service function into a true queue-based system. What that means is all clients, with the exception of a select few, will be serviced through a group of 18 collective client service representatives. Phone calls will be handled through a revolving queue, where a phone call will go to the first open line. Assist sheets will be distributed evenly among the 18 representatives. This is being done to increase response times and ensure that ALL clients are served equally. This system has proven over time to accomplish both of those goals. There are a few clients that have been deemed "special handling" by sales management and will continue to receive one-on-one attention.

If the problem or concern cannot be resolved within 2 hours of the initial call, the appropriate manager will be notified and will monitor the progress until a resolution has been reached. Every effort will be made to assure complete problem resolution within 8 – 12 hours of the initial call if possible. Arizona clients are very important to Insight and we are dedicated to ensuring client satisfaction, involving higher management (Director of Sales and/or Vice President) if necessary to provide problem resolution.

Sales and Service Staffing Plans Insight has successfully increased the resources needed to support the business and maintain a high level of customer satisfaction in our business markets.


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Personnel Overview The following Insight Public Sector Sales team will be primarily responsible for work under this contract. For more specific information concerning any aspect of Insight’s capabilities, please contact one of the following:

Title Phone Email Seth Swerdlow Account Executive –

Field Sales 480-2127367 [email protected]

Larry Witherbee Solutions Sales Executive

480-363-6234 [email protected]

Scott Johnson Sales Specialist III – Software

480-894-3504 [email protected]

Brian Louderback Sales Market Leader 480-409-6600 [email protected] George Clark Sales Engineer II –

Software 480-333-3521 [email protected]

Resumes of key personnel have been provided in Appendix C – Resumes.

Insight Public Sector (IPS) works specifically with public sector clients. We realize that the needs of these clients are different then private sector clients. Our organization invests in people, process and tools to support the special needs our public sector clients. The primary focus is towards contract compliance, when responding to RFPs and in actual facilitation of purchases. The following team members are here to support you when working with Insight Public Sector.

Brian Louderback, IPS Market Leader: The market leader manages Account Executives that sell to and support clients such as MCCCD. His role is to build and strengthen relationships with executive management for our larger clients, to assure that the company understands and is addressing the client’s needs. Secondly, to assure that his sales teams understand and are addressing the needs of the client, while assuring contract compliance.

Seth Swerdlow, IPS Account Executive (AE): The AE is responsible for the total satisfaction of their clients. The AE will understand the clients’ business opportunities, needs or challenges and work with the client to understand Insight’s ability to fulfill those needs. The AE’s primary role is to introduce subject matter experts (Insight or manufacturer) to fully understand the opportunity, need, or challenge and to design a solution. The AE presents the solution and works with the client throughout the entire sales process from quote to invoicing.

Jeff Patterson, Pre Sales Engineer (SE): The SE is part of the presales account team and is responsible for designing a technical solution to address the client’s needs. They are subject matter experts on a specific technology and will build the equipment bill of materials, the professional services “statement of work, and/or the maintenance contracts best suited to specific situation in order to provide a solution.

Larry Witherbee, Services Sales Executive (SSE)/Scott Johnson, Services Sales Specialist (SSS): The SSE/SSS are part of the presales account team and is responsible for knowing and presenting Insight’s available services to our clients. They are subject matter experts for services and will work with our clients to align Insight’s offerings with the client’s specific situation in order to provide a solution.

Contract Team: The contract team reviews proposals, contracts, statements of work, and sales quotes to assure Insight is in compliance with contract specifications.

An organizational chart of the resource hierarchy for this contract is provided below.

David WoodwardSr. Vice President Sales

Mike GaumondSr. Vice President, Services

Dave CristalVice President

Insight Public Sector

Brian LouderbackSales Director

IPS West Region

Seth SwerdlowField Sales, Insight

MCCCD Account Exec.

Scott JohnsonSoftware & Services

Executive

Stan LequinVice President

Professional Services

Paul ElliottPractice Director

Systems Management

Jake BallecerPractice Director

Messaging & Collaboration

David LundellPractice Director

Identity Management

David MayerPractice Director

Business IntelligenceApps & CRM

Dene HalleDirector

PMO & Service Delivery

Larry WitherbeeServices Sales

Executive

MaryAnne GarciaSr. ManagerResourcing

George ClarkPre-Sales Engineer,

Microsoft VTSP

Solution ArchitectIdentity

Management

Solution ArchitectSharePoint

Solution ArchitectBI/Data Warehouse

Solution ArchitectSystems

Management

Core Insight Team for MCCCD

Services and Consulting Delivery

Team


Insight Public Sector, Inc. 22


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7.2. Past Experience

7.2.1 Give the names, addresses, and telephone numbers of at least three (3) current professional client references that you currently have under contract.

Response: In addition to the client references provided in Section 4.2.1, Insight is providing the following references. Insight requests of the timeframe in which MCCCD plans to contact these references to ensure their availability.

Client Contact Name Address Telephone

Pinal County Doyle Johnson 30 Pinal Street, Florence, AZ

(520)866-6978

City of Chandler

Kirsten Nold 55 N Arizona Pl, Chandler, AZ

(480)782-2490

Maricopa County Superior Court

Dean Dahle 111 S 3rd Ave, Phoenix, AZ

(602)506-6581

7.2.2 List all comparable work in the past 10 years. Identify the timing, type and size of each of these engagements along with the name, location and type of institution and your role.

Response: In the majority of the projects itemized below, Insight has engaged a senior project manager or project manager and a team of consultants including solution architects, senior consultants, consultants, developers and Subject Matter Experts. In several projects, Insight has also engaged the business analyst role.

Client Organization Solutions Duration Insight Involvement St Louis University ILM/FIM Identity

Management 13 weeks Led IdM assessment

and architecture Maricopa county Community College District

ILM/MIIS Identity Management, Development and Customization

36 weeks Lead architecture planning, implementation, and ongoing customization

Apollo Group/University of Phoenix ILM/FIM SharePoint Citrix Exchange Performance Tuning BizTalk Reporting

18 weeks 22 weeks 4 weeks 18 weeks 15 weeks 9 weeks 10 weeks

Program and Project Management with multiple lead consultants and deployment functional consultants.

Chandler Gilbert Community College- Chandler, AZ

SharePoint 3 weeks Sr. Consultant engaged to work with the CGCC team

Gateway Community College- Phoenix, AZ

System Center, Virtualization, OCS/Lync


Project Management and consulting resources to implement collaboratively with the GCC IT team


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ASU WP Carey- Tempe, AZ Active Directory, Exchange

10 weeks Project Management, Architect and Consultant

BridgePoint Education- San Diego, CA

System Center Exchange SharePoint


Project Management and consulting resources leading the project

Western Governors University- Phoenix, AZ and Salt Lake City , UT

Exchange SharePoint

8 weeks 4 weeks

PM and solution Architect working with the WGU team

Grand Canyon University- Phoenix, AZ

FIM Citrix

30 weeks 6 weeks

PM and team of Sr. consultants and consultants

ETS- Princeton, NJ BizTalk SharePoint Systems Management BI (SSRS) Reporting

25 weeks 9 weeks 17 weeks 32 weeks 15 weeks

Program and Project Management leading technical design and implementation

UTI- Scottsdale, AZ Active Directory Exchange SharePoint Systems Management

8 weeks 6 weeks 9 weeks 7 weeks

Project Management and typically 1-2 Sr. Consultants working with the UTI team

Kansas University Medical Center- Kansas

Exchange 18 weeks PM, lead architect and consultant

Champion College- Tempe, AZ Dynamics CRM in-house and ASP/SaaS solution, SQL SSRS/SSAS

1 year PM, Principal Consultant/architect, CRM architect, BI developer

City of Chandler- Chandler, AZ BizTalk SOA/ESB implementation

24 weeks Led the planning, design, business analysis, implementation and development of an ESB for the City and 4 critical applications.

7.2.3 In the past 5 years, has your firm been involved in or currently under formal investigations or informal inquiries from any federal or state regulatory agency. If so, please disclose the nature of the investigation and/or inquiry and its current status.

Response: As a publicly traded company, Insight Enterprises, Inc. and its wholly-owned subsidiaries, which includes Insight Public Sector, are required to disclose company information in accordance with rules of the Securities Exchange Commission. From time to time Insight is a party to various legal proceedings arising in the ordinary course of business. In the event Insight is a party to a legal proceeding that is material to Insight Enterprises, Inc., Insight discloses information about any such litigation its reports filed with the Securities Exchange Commission. Litigation is inherently unpredictable. However, it is management’s belief that the Company has valid defenses with respect to material legal matters pending against us, as well as adequate provisions for any probable and estimable losses. It is possible, nevertheless, that the results of Insight Enterprises, Inc.'s operations or cash flows could be affected in any particular period by the resolution of a legal proceeding. Reports filed with the Securities Exchange Commission by Insight Enterprises, Inc. can be found on the Insight website at http://www.corporate-ir.net/ireye/ir_site.zhtml?ticker=NSIT&script=1901 or at http://www.sec.gov. The information above is updated regularly and may have been updated in Insight Enterprises, Inc.’s more recent public filings, which can be located at either of the web sites mentioned above.


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7.3. Services Available

7.3.1 Explain why you feel your company should be awarded the contract.

Response: Insight is well positioned to support the MCCCD in the execution of this RFP, scope of work and related services. Insight is heavily invested in Arizona, with our company headquarters located in Tempe, providing MCCCD local access to Insight’s executive management, facilities, and broad services team.

Competency and Capacity MCCCD should be confident in Insight’s competency and capacity to support its initiatives and the services within the RFP. Insight holds nine (9) Microsoft Gold Certifications and eight (8) Microsoft Silver Certifications and has been recognized with numerous regional, national, and worldwide awards. For each of the services identified, Insight also has a Practice Director and at least one Solution Architect who provides technical oversight. Within each practice, Insight has a team of senior consultants who engage to deliver the scope of work. Insight has over 1,100 consulting and service delivery professionals.

Local, Regional, and Worldwide Microsoft Awards

Program and Project Management MCCCD will have access to Insight’s Project Management Office and associated resources. Insight employs a team of PMP certified project managers, all of which have experience in software and services projects, and several who have worked with Insight’s higher education clients. Insight’s depth of experience is exemplified through a number of engagements where Insight has actually led projects to help customer build and mature their own Project Management Office and Program and Project Management practices. In its last client survey, Insight was rated 98.1% satisfaction on Project Delivery based on the following factors: On-time, Within Budget, Delivery to Scope, Overall Project Quality and Deliverables.


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Insight Account Team for MCCCD Insight’s Account Team designated to support the overall relationship, programmatic activities and scope with MCCCD brings a depth of experience second to none. Often a technology offering can assist in enabling achievement of those goals and needs. Insight’s teaming model places our account executives as “generalists” who bring in subject matter experts that have the training and the real world experience to move an idea from conversation to an attainable solution, scope it, present it and help you internally sell it.

Insight’s dedicated IPS Team Insight Public Sector (IPS) is set up to work specifically with public sector clients. We realize that the needs of these clients are different then private sector clients. Our organization invests in people, processes and tools to support the special needs our public sector clients. The primary focus is contract compliance when responding to RFPs and in actual facilitation of purchases.

US Communities contract Insight holds the US Communities contract. We realize that MCCCD utilizes this contract and we are able to place all services in this RFP on the contract if desired. We believe this assists with compliance, as the terms and conditions of our Statements of Work will reflect the US Communities contract. This is also important as the acquisition of software, licensing and hardware may be necessary to complete a project which started as a services only project. Insight’s ability to support MCCCD’s hardware, software and licensing needs and place them on the US Communities contract may assist in the success of a project.

History We believe that we know your processes, your people, and your technologies at the district office and many of your colleges. Insight has had a business relationship with MCCCD for many years and has completed many successful projects. We expanded this relationship with the two recent acquisitions. In 2008, Insight acquired Calence, LLC, one of the nation's largest independent technology solutions providers specializing in networking solutions, advanced communications and managed services. Calence delivered many complex networking solutions for the district office and many of the colleges. In 2011, Insight acquired Ensynch, a leading professional services firm with multiple Microsoft Gold competencies and solutions across the complete IT stack. Ensynch has also delivered several complex software centric projects for the district office and many of the colleges.

7.3.2 Confirm or qualify your ability to provide each element of Section 5 "Scope of Work.”

Response: Please refer to Appendix B for a description of Insight’s ability to provide each element of Section 5.

7.3.3 Complete the Questionnaire to provide specific information about the services that may be provided.

Response: Insight has completed the Respondent Questionnaire as provided in Section 7.

7.3.4 Describe your technological resources and how they can be used in support of the services you can provide.

Response: In addition to the resources and solutions described within this proposal, Insight has over 1,100 technical consultants and engineers. These resources along with Insight’s product team technical and solution resources can be leveraged by MCCCD through Insight’s Account Executive and SSE to assist in forming complete solutions inclusive of hardware, software, and networking.


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7.3.5 List any additional information about your firm and personnel that would demonstrate the firms’ qualifications to provide requested services.

Response: Insight’s world headquarters is located in Tempe, AZ. We believe that as a local company we can better serve your needs. Our executive management team, located in Tempe, AZ, takes pride in working with local companies as business partners, especially those that serve our community by educating the residents.

We believe that we know your processes, your people, and your technologies at the district office and many of your colleges. Insight has had a business relationship with MCCCD for many years and has completed many successful projects. We expanded this relationship with the two recent acquisitions. In 2008, Insight acquired Calence, LLC, one of the nation's largest independent technology solutions providers specializing in networking solutions, advanced communications and managed services. Calence delivered many complex networking solutions for the district office and many of the colleges. In 2011, Insight acquired Ensynch a leading professional services firm with multiple Microsoft Gold competencies and solutions across the complete IT stack. Ensynch has delivered several complex software centric projects for the district office and many of the colleges.

Insight also currently holds a US Communities contract. We realize that MCCCD utilizes this contract and we are able to place all services in this RFP on the contract if desired. We believe this assists with compliance, as the terms and conditions of our statements of work will reflect the US Communities contract. This is also important as the acquisition of software, licensing and hardware may be necessary to complete a project which may have started as a services only project. Insights ability to support MCCCD’s hardware, software and licensing needs utilizing the US Communities contract may assist in the success of a project.


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Section 8 – Pricing Schedule The Vendor, in compliance with Request for Proposal #3135-10 for the provision of Software Development & Implementation Services has examined the specifications and being familiar with all the conditions surrounding the proposed project hereby proposes to furnish the desired implementation and related services in accordance with the Contract Documents of which this proposal will be a part.

1. Hourly rate for proposed services including project leadership, configuration, data cleansing and conversion, testing, documentation, and end user training.

Hourly Rate Hourly Rate Hourly Rate

Type of Service 150 + Hours 450 + Hours 1,000 + Hours

Project Manager ........... $ _175.00 __ $ _ 150.00 _ $ _112.00 _

Functional Resource...... $ _195.00___ $ _ 175.00__ $ _158.00 _

Technical/ Programming Resource ....................... $ _185.00___ $ _ 150.00__ $ _140.00 _

Database Resource ....... $ _185.00___ $ _ 150.00__ $ _140.00__

Tuning Resource .......... $ _165.00___ $ _ 140.00__ $ _116.00__

End User Training Resource ....................... $ __N/A ____ $ __N/A____ $ __N/A ___

* Maricopa strongly prefers rates be inclusive of all travel and per Diem. If the Proposer insists that travel and per diem be additional billable items, they MUST comply with Maricopa’s travel & per diem policies and allowances. (See Attachment A) You may submit a more detailed pricing schedule in lieu of the above as an attachment to this page, but the next page must be completed, signed and included with your proposal.


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Attachment B – Bidder’s Statement Interested Bidders are asked to review and provide, as completely and accurately as possible, a written response on each applicable section below: TYPE OF BUSINESS ORGANIZATION Please check the appropriate box(es). The Bidder represents that it operates as:

__X___ A CORPORATION incorporated under the laws of

the State of Illinois

______ An INDIVIDUAL

______ A PARTNERSHIP

______ A NON-PROFIT ORGANIZATION

______ A JOINT VENTURE

Federal Employer Identification Number: ___36-3949000___________________________ PARENT COMPANY and IDENTIFYING DATA A "parent" company, for the purposes of this provision, is one that owns or controls the activities and basic business policies of the Bidder. To own the Bidding company means that the "parent" company must own more than 50 percent of the voting rights in that company. A company may control a Bidder as a "parent" even though not meeting the requirements for such ownership if the "parent" company is able to formulate, determine or veto basic policy decisions of the Bidder through the use of dominant minority voting rights, use of proxy voting or otherwise. The Bidder: __X___ IS _____ IS NOT owned or controlled by a "parent" company. If the Bidder IS owned or controlled by a "parent" company, Bidder shall provide the name, address, phone and fax numbers, and Federal I.D. No. of the company. Insight Enterprises, Inc. 901 W. Carver Rd., Suite 110 Tempe, AZ 85284 FEID: 86-0766246 800-467-4448


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ATTACHMENT B

BIDDER'S STATEMENT (continued)

BIDDER REFERENCES

Private Business Contracts MCCCD requires a minimum of five (5) current and local references for which you are providing same or similar products and services specified herein. Please indicate below the businesses for which you have provided such during the past two (2) years: 1. Company Name: __Apollo Group __________________________________________

Address: _____4025 S. RiverPoint Pkwy, Phoenix AZ ____________________________

Phone #: ___623-258-0444___________________ Fax #: _________________________

Contact Person: ___Stuart Gilligan____________________________________________

Contract Period: From: ____1/2008_______________ To: ___present________________

Describe Services: _Projects ranging from a single consulting resource up to projects and programs with 10 plus resources.

2. Company Name: __Gateway Community College______________________________

Address: __108 N. 40th Street, Phoenix, AZ_____________________________________

Phone #: __602-286-8371___________________ Fax #: _________________________

Contact Person: ___Jose Candanedo _________________________________________

Contract Period: From: __2005__________________ To: ___2011__________________

Describe Services: _Multiple resources consisting of a Project Manager, Solution Architect, Sr. Developer, Systems Management Consultant and other functional resources. ____________

3. Company Name: __Western Governors University _________________________

Address: _4001 S. 700 Street, Salt Lake City, UT 84107___________________________

Phone #: __801-428-5983___________________ Fax #: _________________________

Contact Person: __Mark Weathers____________________________________________

Contract Period: From: _____2011_______________ To: ____2012_________________

Describe Services: _Project resources included a Project Manager and typically 1-2 Senior Consultants.


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ATTACHMENT B

BIDDER REFERENCES (continued)

Federal, State or Other Political Subdivision Contracts MCCCD is also interested in speaking with public agencies or educational institutions for whom you have provided such products and services covered herein:

1. Company Name: __Pinal County____________________________________________

Address: __30 Pinal Street, Florence, AZ_______________________________________

Phone #: __520-866-6978__________________ Fax #: _________________________

Contact Person: __Doyle Johnson____________________________________________

Contract Period: From: ______March 2012________ To: ___June 2013_______________

Describe Services: __Planning, Architecture, and Implementation of Microsoft Forefront Identity Manager and services related to enabling the County Citizen Portal._ ____

2. Company Name: __City of Chandler_________________________________________

Address: __55 N. Arizona Pl., Chandler, AZ_____________________________________

Phone #: __480-782-2490___________________ Fax #: _________________________

Contact Person: ___Kirsten Nold_____________________________________________

Contract Period: From: __11/30/2010____________ To: ____Present________________

Describe Services: __Planning, Architecture, Implementation and Customization/Development of an Enterprise Service Bus leveraging BizTalk and SQL._ ____

3. Company Name: ___Maricopa County Superior Court___________________________

Address: __111 S. 3rd Ave., Phoenix, AZ ______________________________________

Phone #: __62-506-6581____________________ Fax #: _________________________

Contact Person: __Dean Dahle_______________________________________________

Contract Period: From: ___February 2012_________ To: __May 2012________________

Describe Services: ____Planning, Architecture and Implementation of Citrix environments and Microsoft RDS.______________ __________________________________


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ATTACHMENT B

BIDDER'S STATEMENT (continued)

ADDITIONAL BUSINESS INFORMATION

Standard Business Hours

1. Days of week available for services: ___Monday - Friday__________________________

2. Business hours of operation: ___8 AM – 5 PM__________________________________

3. On-call/Emergency service hours: __24 hours__________________________________

Phone Number(s): _____602-451-0666______________________________

Web Address: __www.ips.insight.com_______________________

FAX Number: ____480-760-6193__________________________

General Information

4. Business License Number: 7675462

5. Number of years in business under current name: 18

6. Number of offices in the State of Arizona: 4

7. Business Classification (check applicable category)

Minority Owned Business (MBE) N/A

Woman Owned Business (WBE) N/A

Does your firm hold this certification from any other agencies or companies?

No: X Yes: With Whom?


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ATTACHMENT B

ADDITIONAL BUSINESS INFORMATION (continued)

8. Name and address of office assigned to handle the MCCCD account: 6820 S. Harl Avenue Tempe, AZ 85283 9. Account Manager Information:

Name: Seth Swerdlow Phone: 480-212-7367 Pager: Fax: 480-760-6193

10. Contractors License Number(s):

TYPE NUMBER N/A

11. Do you ever sub-contract any of your services?

________ NO ___X____ YES

If YES, which services?: For the purposes of this Request for Proposal, at this time Insight does not plan on using Subcontractors in the delivery of services. However, we do reserve the right to do so should the need arise and will submit the details of any Subcontractors in advance for MCCCD approval.

ATTACH ADDITIONAL SHEETS IF NECESSARY TO FURTHER DESCRIBE THE EXPERIENCE AND QUALIFICATIONS OF YOUR FIRM FOR PROVIDING THE PRODUCTS/SERVICES UNDER THE CONTRACT.

RFP #3135-10 ADDENDUM #1

& ACKNOWLEDGMENT OF RECEIPT

Description: Software Development and Implementation Services

RFP #: 3135-10 Addendum #1

Date: November 9, 2012

This addendum includes the following information:

Below are responses to some of the questions that were received. If your question was not specifically

answered it is because we felt the question was not pertinent to your ability to respond to the RFP, it did not

address what we are requesting in the RFP, it is information that only the successful proposer will need and

can be obtained when they start working on the project, and/or the answer is already in the RFP package or

available on our web site. NO FURTHER QUESTIONS WILL BE ACCEPTED OR ANSWERS

PROVIDED.

A. Responses to some of the questions received are as follows:

Q: Page 11: 4.2.7 Each Proposer must submit copies of the Proposer's latest annual report, latest

audited quarterly report, latest 10K statement, Dunn and Bradstreet ratings, and any other evidence

of the Proposer's financial status. Question: Our company is a closely held company and accounts

are not audited. However, we have our tax returns filed and could submit them. Are they acceptable?

A: Tax returns are acceptable

Q: Page 22: Bidder references, "minimum of five (5) current and local references"

Questions:

1) does LOCAL mean references in the Maricopa county or Phoenix area? Could this even

mean all the states in the USA?

2) will vendors be disqualified if they can provide only one or two references?

A: AZ preferred, but, USA is acceptable.

Q: Page 16: 7.1.2.3.2 Their education and specific experience in the field and relevant clients that

they have served as a financial advisor in the last five years

Question: What does the Financial advisor mean here? Why is this experience necessary?

A: Please disregard this question

Q: Section 7.2.2 List all comparable work in the past 10 years. Identify the timing, type and size of

each of these engagements along with the name, location and type of institution and your role.

Listing ALL comparable work in the last 10‐ years, will be a large response also, we cannot

guarantee ALL can be documented. Can you please provide more reasonable request for companies

of our size and experience? In addition, is MCCCD only looking for higher‐ed with the request for

“all comparable work?”

A: Please provide a summary list of the most relevant work from over the last 10 years that most

closely resembles our request and/or educational environment

Q: Please clarify what MCCCD is looking for regarding pricing. The RFP requests daily and total

costs in section 5.1. Whereas, in section 8‐1, hourly rates are requested.

A: Daily is the assumed pricing structure, but, if there are hourly servers please outline as necessary

Q: Section 5.1.9: Please provide additional information on MCCCD’s requirements for end‐user

training. Is this classroom training with curriculum or is it more user‐based custom training on a

specific solution implemented? Does MCCCD prefer in‐person training, webinar style, recorded

video training?

A: Classroom training at a Maricopa location or the vendor’s location. Online webinar or video is

acceptable for highly unique training sessions but not as the only way of providing training.

Q: Is MCCCD only interested in the six identified roles in the “Type of Service” column? If so,

please clarify Functional Resource and Tuning Resource. Should we have additional resource roles

we would recommend to accomplish the scope of work, is MCCCD open to us providing those roles

and pricing?

A: If there are additional roles, please feel free to list and define them

Q: In Section 4.2.1 three references are requested and in Attachment B five references are

requested. Because of the inconvenience this process can cause for clients, are preference is three

client references. Is this acceptable?

A: Three references are acceptable

Q: With thousands of applications deployed to production globally, this question would be too

difficult to answer. Would one solution per area we’re responding to be acceptable?

A: A good representative set of examples is best. One may not be enough to assess

Q: With approx 100 local employees, our plan is to provide the relevant practice leads resumes

only. Is this acceptable?

A: Yes

Q: We are a little unclear with what you are looking for here, does “Complete the Questionnaire…”

refer to section 7, the “RESPONDENT QUESTIONNAIRE” or is this in reference to a different

questionnaire?

A: Please disregard this question

B. A Request For Proposal is a document we use when we are looking for companies to submit

proposals that explain what their capabilities are, what services they offer, and various pricing

schedules for different types of services offered. We have given you, to the best of our ability, an

outline (Scope of Work in Section 5 of the RFP) of what we are looking for. You, not MCCCD, are

the experts in providing these services to organizations like ours and you have the knowledge and

expertise we are looking for. We expect you to submit a proposal that gives specifics of your

company and what services you can offer MCCCD in response to the needs expressed in this RFP.

RFP #3135-10 ADDENDUM #2 &

ACKNOWLEDGMENT OF RECEIPT

Description: Software Development and Implementation Services

RFP #: 3135-10 Addendum #2

Date: November 16, 2012

This addendum includes the following information:

The following information replaces Attachment A – page 20

1

ATTN:Judy JohnsonReport Printed:December 21, 2011

Live Report : INSIGHT PUBLIC SECTOR, INC.D-U-N-S® Number: 88-434-7568Trade Names: (SUBSIDIARY OF INSIGHT ENTERPRISES, INC., TEMPE, AZ)Endorsement/Billing Reference: [email protected]

D&B Address

Address 444 Scott DriveBloomingdale,IL - 60108

Phone 630 924-6801

Fax

Location Type Headquarters (Subsidiary)

Web www.insight.com

Endorsement : [email protected]

Company Summary

Currency: Shown in USD unless otherwise indicated

Score Bar

Commercial Credit Score Percentile 40

Financial Stress Score Percentile 31

Bankruptcy Found N

Sales -

Employees 150

PAYDEX® 70

Financial Stress Class 4

D&B Rating 1R3

PAYDEX® Trend Chart

Corporate Linkage

This is a Headquarters (Subsidiary) location

INSIGHT PUBLIC SECTOR, INC.Bloomingdale , IL

Company News

Today: Wednesday, December21, 2011

This company is not currently tracked forCompany News.

Powered by FirstRain

Public Filings

The following data includes both open and closedfilings found in D&B's database on this company.

Record Type Number ofRecords

Most RecentFiling Date

Bankruptcies 0 -

Judgments 0 -

Liens 0 -

Suits 0 -

UCCs 29 07/01/10

The public record items contained herein may havebeen paid, terminated, vacated or released prior totodays date.

2

D-U-N-S® Number 88-434-7568

The Parent Company is INSIGHT ENTERPRISES, INC.ArizonaD-U-N-S® Number 87-638-3589

D&B Company Overview

This is a headquarters (subsidiary) locationBranch(es) or Division(s)exist

Y

Mailing Address PO Box 731072Dallas,TX75372

Chief Executive TIMOTHYCROWN, CEO

Year Started 1994

Management Control 2002

Employees 150 (25 Here)

Financing SECURED

SIC 5045

Line of business Whol computers/peripherals

NAICS 423430

History Status CLEAR

Corporate Linkage

Parent

Company City , State D-U-N-S® NUMBER

INSIGHT ENTERPRISES, INC. TEMPE , Arizona 87-638-3589

Branches (Domestic)


INSIGHT PUBLIC SECTOR, INC. TAMPA , Florida 04-687-4546

INSIGHT PUBLIC SECTOR, INC. TEMPE , Arizona 11-471-9003

INSIGHT PUBLIC SECTOR, INC. TALLAHASSEE , Florida 12-471-1917

INSIGHT PUBLIC SECTOR, INC. CHANTILLY , Virginia 15-977-6806

INSIGHT PUBLIC SECTOR, INC. NATICK , Massachusetts 55-556-9354

INSIGHT PUBLIC SECTOR, INC. BLOOMINGDALE , Illinois 55-556-9388

INSIGHT PUBLIC SECTOR, INC. ATLANTA , Georgia 55-556-9446

INSIGHT PUBLIC SECTOR, INC. CLEVELAND , Ohio 55-556-9495

INSIGHT PUBLIC SECTOR, INC. ADDISON , Texas 55-556-9529

Affiliates (Domestic)


ENSYNCH, INCORPORATED TEMPE , Arizona 05-165-4379

3

INSIGHT NORTH AMERICA, INC BLOOMINGDALE , Illinois 09-473-3862

SOFTWARE SPECTRUM, INC. PLANO , Texas 10-259-5865

CALENCE, LLC TEMPE , Arizona 61-781-2818

INSIGHT TECHNOLOGY SOLUTIONS, INC TEMPE , Arizona 96-554-5168

Affiliates (International)

Company City , Country D-U-N-S® NUMBER

INSIGHT ENTERPRISES UK LTD Sheffield , UNITED KINGDOM 22-049-5803

Insight Canada Inc MONTREAL , CANADA 25-503-4118

Insight Holding (Deutschland) GmbH ISMANING , GERMANY 32-983-1940

SSI (BRITAIN) LTD. Sheffield , UNITED KINGDOM 37-894-5612

Insight Technology Solutions AG ZURICH , SWITZERLAND 48-091-3982

Predictive Scores


Credit Capacity Summary

This credit rating was assigned because of D&Bs assessment of the companys creditworthiness. For more information, see theD&B Rating Key

D&B Rating : 1R3 Number of employees: 1R indicates 10 or more employees Composite credit appraisal: 3 is fair

The 1R and 2R ratings categories reflect company size based on the total number of employees for the business. They are assigned tobusiness files that do not contain a current financial statement. In 1R and 2R Ratings, the 2, 3, or 4 creditworthiness indicator is based onanalysis by D&B of public filings, trade payments, business age and other important factors. 2 is the highest Composite Credit Appraisal acompany not supplying D&B with current financial information can receive.

Below is an overview of the companys rating history since 02-06-2003

D&B Rating Date Applied

1R3 04-24-2003

-- 02-06-2003

Number ofEmployees Total: 150 (25 here)

Payment Activity: (based on 51 experiences)

Average High Credit: 4,029

Highest Credit: 20,000

Total Highest Credit: 50,100

D&B Credit Limit Recommendation

Conservative credit Limit 200,000

Aggressive credit Limit: 500,000

Risk category for this business : MODERATE

This recommended Credit Limit is based on the company profile and on profiles of other companies with similarities in size, industry, and

4

credit usage.Risk is assessed using D&Bs scoring methodology and is one factor used to create the recommended limits. See Help for details.

Financial Stress Class Summary

The Financial Stress Score predicts the likelihood of a firm ceasing business without paying all creditors in full, or reorganization or obtainingrelief from creditors under state/federal law over the next 12 months. Scores were calculated using a statistically valid model derived fromD&Bs extensive data files.The Financial Stress Class of 4 for this company shows that firms with this class had a failure rate of 0.84% (84 per 10,000), which is 1.75times higher than the average of businesses in D & B's database.

Financial Stress Class :

Moderate to high risk of severe financial stress, such as a bankruptcy, over the next 12 months.

Probability of Failure:

Among Businesses with this Class: 0.84 % (84 per 10,000)Financial Stress National Percentile : 31 (Highest Risk: 1; Lowest Risk: 100)Financial Stress Score :&nbsp 1440 (Highest Risk: 1,001; Lowest Risk: 1,875)Average of Businesses in D&Bs database: 0.48 % ( 48 per 10,000)

The Financial Stress Class of this business is based on the following factors:

Composite credit appraisal is rated fair.UCC Filings reported.High number of inquiries to D & B over last 12 months.High proportion of slow payment experiences to total number of payment experiences.Low proportion of satisfactory payment experiences to total payment experiences.Limited time under present management control.

Financial Stress Percentile Trend:

Notes:

The Financial Stress Class indicates that this firm shares some of the same business and financial characteristics of other companieswith this classification. It does not mean the firm will necessarily experience financial stress.The Probability of Failure shows the percentage of firms in a given Class that discontinued operations over the past year with loss tocreditors. The Probability of Failure - National Average represents the national failure rate and is provided for comparative purposes.The Financial Stress National Percentile reflects the relative ranking of a company among all scorable companies in D&Bs file.The Financial Stress Score offers a more precise measure of the level of risk than the Class and Percentile. It is especially helpful to

5

customers using a scorecard approach to determining overall business performance.

Norms National %

This Business 31

Region: EAST NORTH CENTRAL 50

Industry: WHOLESALE 54

Employee range: 100-499 75

Years in Business: 6-10 43

This Business has a Financial Stress Percentile that shows:

Higher risk than other companies in the same region.

Higher risk than other companies in the same industry.

Higher risk than other companies in the same employee size range.

Higher risk than other companies with a comparable number of years in business.

Credit Score Summary

The Commercial Credit Score predicts the likelihood that a company will pay its bills in a severely delinquent manner (90 days or more pastterms), obtain legal relief from creditors or cease operations without paying all creditors in full over the next 12 months. Scores are calculatedusing a statistically valid model derived from D&B's extensive data files.The Credit Score class of 3 for this company shows that 18.4% of firms with this class paid one or more bills severely delinquent, which islower than the average of businesses in D & B's database.

Credit Score Class :

Incidence of Delinquent Payment

Among Companies with this Classification: 18.40 %Average compared to businesses in D&Bs database: 23.50 % Credit Score Percentile : 40 (Highest Risk: 1; Lowest Risk: 100)Credit Score : 415 (Highest Risk: 101; Lowest Risk:670)

The Credit Score Class of this business is based on the following factors:

High proportion of past due balances to total amount owing.Low proportion of satisfactory payment experiences to total payment experiences.Low number of satisfactory payments.Insufficient number of payment experiences.Composite credit appraisal is rated fair.Business does not own facilities.

Credit Score Class Percentile Trend:

6

Notes:The Commercial Credit Score Risk Class indicates that this firm shares some of the same business and financial characteristics of othercompanies with this classification. It does not mean the firm will necessarily experience severe delinquency.The incidence of delinquency shows the percentage of firms in a given percentile that are likely to pay creditors in a severely delinquentmanner. The average incidence of delinquency is based on businesses in D&B's database and is provided for comparative purposes.The Commercial Credit Score percentile reflects the relative ranking of a firm among all scorable companies in D&B's file.The Commercial Credit Score offers a more precise measure of the level of risk than the Risk Class and Percentile. It is especiallyhelpful to customers using a scorecard approach to determining overall business performance.

Norms National %

This Business 40

Region: EAST NORTH CENTRAL 55

Industry: WHOLESALE 57

Employee range: 100-499 85

Years in Business: 6-10 48

This business has a Credit Score Percentile that shows:

Higher risk than other companies in the same region.

Higher risk than other companies in the same industry.

Higher risk than other companies in the same employee size range.

Higher risk than other companies with a comparable number of years in business.

7

Trade Payments


D&B PAYDEX®

The D&B PAYDEX is a unique, weighted indicator of payment performance based on payment experiences as reported to D&B by traderreferences. Learn more about the D&B PAYDEX

Timeliness of historical payments for this company.

Current PAYDEX is 70 Equal to 15 days beyond terms ( Pays more slowly than the average for its industry of 8 days beyondterms )

Industry Median is 75 Equal to 8 days beyond terms

Payment Trend currentlyis Unchanged, compared to payments three months ago

Indications of slowness can be the result of dispute over merchandise, skipped invoices etc. Accounts are sometimes placed for collectioneven though the existence or amount of the debt is disputed.

Total payment Experiences in D&Bs File (HQ) 51

Payments Within Terms (not weighted) 63 %

Trade Experiences with Slow or Negative Payments(%) 9.80%

Total Placed For Collection 0

High Credit Average 4,029

Largest High Credit 20,000

Highest Now Owing 1,000

Highest Past Due 0

D&B PAYDEX

70

High risk of late payment (Average 30 to 120 days beyond terms) Medium risk of late payment (Average 30 days or less beyond terms) Low risk of late payment (Average prompt to 30+ days sooner)

When weighted by amount, payments to suppliers average 15 days beyond terms

3-Month D&B PAYDEX

78

High risk of late payment (Average 30 to 120 days beyond terms) Medium risk of late payment (Average 30 days or less beyond terms) Low risk of late payment (Average prompt to 30+ days sooner)

Based on payments collected over last 3 months.

When weighted by amount, payments to suppliers average 3 days beyond terms

D&B PAYDEX® Comparison

Current Year

PAYDEX® of this Business compared to the Primary Industry from each of the last four quarters. The Primary Industry is Whol

8

computers/peripherals , based on SIC code 5045 .

Shows the trend in D&B PAYDEX scoring over the past 12 months.

1/11 2/11 3/11 4/11 5/11 6/11 7/11 8/11 9/11 10/11 11/11 12/11

This Business 74 73 73 72 69 69 70 72 72 72 70 70

Industry Quartiles

Upper . . 78 . . 78 . . 79 . . .

Median . . 75 . . 75 . . 75 . . .

Lower . . 69 . . 70 . . 70 . . .

Current PAYDEX for this Business is 70 , or equal to 15 days beyond termsThe 12-month high is 74 , or equal to 9 DAYS BEYOND termsThe 12-month low is 69 , or equal to 16 DAYS BEYOND terms

Previous Year

Shows PAYDEX of this Business compared to the Primary Industry from each of the last four quarters. The Primary Industry is Wholcomputers/peripherals , based on SIC code 5045 .

Previous Year 12/09Q4'09

03/10Q1'10

06/10Q2'10

09/10Q3'10

This Business UN 65 65 72

Industry Quartiles

Upper 78 78 78 78

Median 75 75 74 75

Lower 69 69 69 69

Based on payments collected over the last 4 quarters.Current PAYDEX for this Business is 70 , or equal to 15 days beyond termsThe present industry median Score is 75 , or equal to 8 days beyond termsIndustry upper quartile represents the performance of the payers in the 75th percentileIndustry lower quartile represents the performance of the payers in the 25th percentile

Payment Habits

9

For all payment experiences within a given amount of credit extended, shows the percent that this Business paid within terms. Providesnumber of experiences to calculate the percentage, and the total credit value of the credit extended.

$ Credit Extended # Payment Experiences Total Amount % of Payments Within Terms

Over 100,000

50,000-100,000

15,000-49,999

5,000-14,999

1,000-4,999

Under 1,000

0 0 0%

0 0 0%

1 20,000 100%

2 15,000 83%

5 12,500 20%

4 850 94%

Based on payments collected over last 12 months.All Payment experiences reflect how bills are paid in relation to the terms granted. In some instances, payment beyond terms can be theresult of disputes over merchandise, skipped invoices etc.

Payment Summary

There are 51 payment experience(s) in D&Bs file for the most recent 24 months, with 12 experience(s) reported during the last three monthperiod.

The highest Now Owes on file is 1,000 . The highest Past Due on file is 0

Below is an overview of the companys currency-weighted payments, segmented by its suppliers primary industries:

TotalRevd

(#)TotalAmts

Largest HighCredit

WithinTerms

(%)

Days Slow<31 31-60 61-90

90>(%) (%)

Top Industries

Mfg computers 2 5,000 2,500 0 0 0 100 0

Telephone communictns 2 2,750 2,500 9 0 0 91 0

Nonclassified 2 350 250 86 14 0 0 0

Whol electronic parts 1 20,000 20,000 100 0 0 0 0

Whol electrical equip 1 10,000 10,000 100 0 0 0 0

Radiotelephone commun 1 5,000 5,000 50 50 0 0 0

Ret mail-order house 1 2,500 2,500 0 100 0 0 0

Misc equipment rental 1 2,500 2,500 100 0 0 0 0

Public finance 1 250 250 100 0 0 0 0

Electric services 1 0 0 0 0 0 0 0

Other payment categories

Cash experiences 37 1,700 100

Payment record unknown 1 50 50

Unfavorable comments 0 0 0

Placed for collections:

With D&B 0 0 0

Other 0 N/A 0

Total in D&Bs file 51 50,100 20,000

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Accounts are sometimes placed for collection even though the existence or amount of the debt is disputed.

Indications of slowness can be result of dispute over merchandise, skipped invoices etc.

Detailed payment history for this company

DateReported(mm/yy)

Paying Record High Credit Now Owes Past Due SellingTerms

Last SaleWithin(month)

11/11 Ppt 20,000 0 0 SpecialAgreemnt

6-12 mos

Ppt 10,000 1,000 0 1 mo

Ppt-Slow 30 5,000 50 0 1 mo

Ppt-Slow 30 100 0 0 6-12 mos

(005) Cash ownoption .

100 Cashaccount

1 mo

10/11 Ppt 2,500 100 LeaseAgreemnt

(007) 100 Cashaccount

6-12 mos


6-12 mos

(009) 50 1 mo

09/11 (010) 100 Cashaccount

1 mo


1 mo


6-12 mos


1 mo


1 mo


4-5 mos

06/11 Ppt 250 0 0 4-5 mos


1 mo


1 mo


2-3 mos

05/11 (020) Cash ownoption .

50 Cashaccount

6-12 mos


4-5 mos


6-12 mos


1 mo

04/11 Ppt 250 1 mo

Slow 30 2,500 0 0 N30 6-12 mos


1 mo

03/11 Ppt 0 0 0 N30 1 mo

02/11 Slow 90 2,500 0 0 6-12 mos


50 Cashaccount

6-12 mos

(030) 50 Cash 6-12 mos

11

account


1 mo


6-12 mos


50 Cashaccount

6-12 mos


50 Cashaccount

6-12 mos


1 mo

01/11 Slow 90 2,500 0 0 6-12 mos

11/10 Ppt 250 100 0 2-3 mos

(038) 0 0 0 Cashaccount

6-12 mos


1 mo


1 mo


4-5 mos

04/10 (042) Cash ownoption .

0 0 0 6-12 mos


0 0 0 6-12 mos


0 0 0 6-12 mos


0 0 0 6-12 mos


0 0 0 6-12 mos


0 0 0 6-12 mos


0 0 0 6-12 mos


1 mo

02/10 Slow 90 2,500 0 0 6-12 mos

12/09 (051) 50 50 Cashaccount

1 mo

Payments Detail Key: 30 or more days beyond terms

Payment experiences reflect how bills are paid in relation to the terms granted. In some instances payment beyond terms can be the resultof disputes over merchandise, skipped invoices, etc. Each experience shown is from a separate supplier. Updated trade experiencesreplace those previously reported.

Public Filings


Summary

The following data includes both open and closed filings found in D&B's database on this company.Record Type # of Records Most Recent Filing Date

Bankruptcy Proceedings 0 -

Judgments 0 -

Liens 0 -

Suits 0 -

12

UCCs 29 07/01/10

The following Public Filing data is for information purposes only and is not the official record. Certified copies can only be obtained from theofficial source.

UCC Filings

Collateral All Assets including proceeds and products

Type Original

Sec. Party JPMORGAN CHASE BANK, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGE,CHICAGO, IL

Debtor INSIGHT PUBLIC SECTOR, INC., TEMPE, AZ

Filing No. 013107955

Filed With SECRETARY OF STATE/UCC DIVISION, SPRINGFIELD, IL

Date Filed 2008-04-02

Latest Info Received 04/18/08

Collateral Negotiable instruments and proceeds - Assets and proceeds - Account(s) and proceeds -Computer equipment and proceeds - and OTHERS

Type Original

Sec. Party BANK ONE NA MAIN OFFICE CHICAGO AS AGENT, CHICAGO, IL

Debtor COMARK GOVERNMENT AND EDUCATION SALES INC





Collateral Negotiable instruments and proceeds - Inventory and proceeds - Assets and proceeds -Account(s) and proceeds - and OTHERS

Type Amendment


Debtor INSIGHT PUBLIC SECTOR, INC.





Original UCC Filed Date 2003-01-03

Original Filing No. 006344941

Type Continuation







13



Type Amendment

Sec. Party BANK ONE NA MAIN OFFICE CHICAGO AS AGENT, CHICAGO, IL JPMORGAN CHASEBANK, N.A., CHICAGO, IL








Collateral Negotiable instruments and proceeds - Inventory and proceeds - Assets and proceeds -Account(s) and proceeds - and OTHERS

Type Original

Sec. Party BANK ONE, NA (MAIN OFFICE CHICAGO) AS AGENT, CHICAGO, IL






Collateral Inventory and proceeds - Assets and proceeds - Account(s) and proceeds - Equipment andproceeds

Type Original

Sec. Party IBM CREDIT LLC, ARMONK, NY






Collateral Inventory and proceeds - Assets and proceeds - Account(s) and proceeds - Equipment andproceeds

Type Amendment







14



Type Continuation









Type Amendment

Sec. Party IBM CREDIT CORPORATION, ATLANTA, GA IBM CREDIT CORP., OAK BROOK, IL

Debtor COMARK GOVERNMENT & EDUCATION SALES INC, BLOOMINGDALE, IL







Type Amendment

Sec. Party IBM CREDIT CORP., OAK BROOK, IL IBM CREDIT CORPORATION, ATLANTA, GA IBMCREDIT LLC, ARMONK, NY

Debtor INSIGHT PUBLIC SECTOR INC and OTHERS







Collateral Inventory and proceeds - Assets and proceeds - Account(s) and proceeds - Equipment andproceeds - TRADEMARK/TRADE NAME and proceeds

Type Amendment

Sec. Party IBM CREDIT CORP., OAK BROOK, IL IBM CREDIT CORPORATION, ATLANTA, GA IBMCREDIT LLC, ARMONK, NY

Debtor INSIGHT PUBLIC SECTOR INC and OTHERS




15




Collateral General intangibles(s) and proceeds - Computer equipment and proceeds - Equipment andproceeds

Type Original

Sec. Party HEWLETT-PACKARD FINANCIAL SERVICES COMPANY, MURRAY HILL, NJ

Debtor INSIGHT PUBLIC SECTOR INC, TEMPE, AZ





Collateral RIGHT, TITLE AND INTEREST including proceeds and products

Type Original

Sec. Party DE LAGE LANDEN FINANCIAL SERVICES, WAYNE, PA






Type Amendment

Sec. Party HEWLETT PACKARD CO, PALO ALTO, CA

Debtor INSIGHT PUBLIC SECTOR, INC. and OTHERS







Type Continuation









16

Type Amendment









Type Amendment









Type Amendment









Type Continuation









17

Type Amendment









Type Continuation

Sec. Party BANK ONE, NA, AS AGENT, CHICAGO, IL


Filing No. 200312462910

Filed With SECRETARY OF STATE UCC DIVISION, PHOENIX, AZ





Type Amendment

Sec. Party JPMORGAN CHASE BANK, N.A., CHICAGO, IL


Filing No. 200312462910

Filed With SECRETARY OF STATE UCC DIVISION, PHOENIX, AZ





There are additional UCCs in D&Bs file on this company available by contacting 1-800-234-3867.

Government Activity

Activity summary

Borrower (Dir/Guar) NO

Administrative Debt NO

Contractor YES

Grantee NO

Party excluded from federal program(s) NO

Possible candidate for socio-economic program consideration

Labour Surplus Area N/A

Small Business N/A

18

8(A) firm N/A

The details provided in the Government Activity section are as reported to Dun & Bradstreet by the federal government and other sources.

History & Operations


Company Overview

Company Name: INSIGHT PUBLIC SECTOR, INC.

Doing Business As : (SUBSIDIARY OF INSIGHT ENTERPRISES, INC., TEMPE, AZ)

Street Address: 444 Scott DriveBloomingdale , IL 60108

Mailing Address: PO Box 731072Dallas TX 75372

Phone: 630 924-6801

URL: http://www.insight.com

History Is clear

Present management control 9 years

History

The following information was reported: 07/09/2011 Officer(s): TIMOTHY CROWN, CEO

DIRECTOR(S) : THE OFFICER(S)The Illinois Secretary of State's business registrations file showed that Insight Public Sector, Inc was registered as a corporation on April 19,1994.Business started 1994 by the officers. Present control succeeded 2002. 100% of capital stock is owned by parent.TIMOTHY CROWN. Antecedents are unknown.

AFFILIATED COMPANIES :The following are related through common ownership and some common officers:1) Comark Inc, Bloomingdale, IL, started 1978. DUNS #-473-3862. Operates as a wholesaler of computers, peripheral equipment and relatedsupplies. Intercompany relations were reported by management to consist of merchandise transactions and service transactions.

2) Comark Corporate Sales Inc, Bloomingdale, IL, started 1994. DUNS #-084-2428. Operates as the sales/marketing organization tocorporate customers. Intercompany relations were reported by management to consist of merchandise transactions and servicetransactions.

Business address has changed from 444 Scott Dr, Bloomingdale, IL, 60108 to 4433 Brookfield Corporate Dr, Chantilly, VA, 20151.

Business address has changed from 444 Scott Drive , Bloomingdale , IL, 60108 to 444 Scott Drive, Bloomingdale, IL, 60108.

Business Registration

CORPORATE AND BUSINESS REGISTRATIONS REPORTED BY THE SECRETARY OF STATE OR OTHER OFFICIAL SOURCE AS OFDec 16 2011

Registered Name: INSIGHT PUBLIC SECTOR, INC.

Business type: DOMESTIC CORPORATION

Corporation type: PROFIT

Date incorporated: Apr 19 1994

State ofincorporation: ILLINOIS

Filing date: Apr 19 1994

Registration ID: 57773871

Duration: PERPETUAL

19

Status: GOOD STANDING

Where filed: SECRETARY OF STATE/CORPORATIONS DIVISION , SPRINGFIELD , IL

Registered agent:ILLINOIS CORPORATION SERVICE C , 801 ADLAI STEVENSON DRIVE ,SPRINGFIELD , IL , 627034261Agent appointed: Nov 15 2011

Principals:

KENNETH LAMNECK 6820 SOUTH HARL AVE TEMPE AZ 85284PRESIDENTSTEVEN R ANDREWS 6820 SOUTH HARL AVE TEMPE AZ 85284SECRETARY

Common stock:

Authorized shares: 10,000

Operations

07/09/2011

Description:

Subsidiary of INSIGHT ENTERPRISES, INC., TEMPE, AZ.

Wholesales computers (100%).

Terms are cash and Net 30 days. Sells to non profit organizations and the government. Territory : United States.

Nonseasonal.

Employees: 150 which includes officer(s). 25 employed here.

Facilities: Rents 80,000 sq. ft. in a four story brick building.

Location: Central business section on side highway.

Branches: This business has multiple branches, detailed branch/division information is available in Dun & Bradstreets linkageor family tree products.

SIC & NAICS

SIC:Based on information in our file, D&B has assigned this company an extended 8-digit SIC. D&B's use of 8-digit SICs enables us to be morespecific about a company's operations than if we use the standard 4-digit code.The 4-digit SIC numbers link to the description on the Occupational Safety & Health Administration (OSHA) Web site. Links open in a newbrowser window.5045 9905 Computers, necNAICS:

423430 Computer and Computer Peripheral Equipment and Software Merchant Wholesalers

Financials


Company Financials: D&B

D&B currently has no financial information on file for this company.You can ask D&B to make a personalized request to this company on your behalf to obtain its latest financial information byclicking the Request Financial Statements button below.

Additional Financial Data

The name and address of this business have been confirmed by D & B using available sources.

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Request Financial Statements

Request Financial Statements

Requested financials are provided byINSIGHT PUBLIC SECTOR, INC.and are not DUNSRight certified.

Key Business Ratios

D & B has been unable to obtain sufficient financial information from this company to calculate business ratios. Our check of additional outsidesources also found no information available on its financial performance.

To help you in this instance, ratios for other firms in the same industry are provided below to support your analysis of this business.

Based on this Number of Establishments 196

Industry Norms Based On 196 Establishments

This Business Industry Median Industry Quartile

Profitability

Return on Sales UN 1.7 UN

Return on Net Worth UN 20.5 UN

Short-Term Solvency

Current Ratio UN 1.6 UN

Quick Ratio UN 1.2 UN

Efficiency

Assets/Sales (%) UN 26.9 UN

Sales / Net Working Capital UN 11.9 UN

Utilization

Total Liabilities / Net Worth (%) UN 151.8 UN

UN = Unavailable

Detailed Trade Risk Insight™

Detailed Trade Risk Insight provides detailed updates on over 1.5 billion commercial trade experiences collected from more than 260 million uniquesupplier/purchaser relationships.

Days Beyond Terms - Past 3 & 12 Months3 months from Oct 11 to Dec 11

0Days

Dollar-weighted average of 3 payment experiencesreported from 3 companies

12 months from Jan 11 to Dec 11

1Days

Dollar-weighted average of 6 paymentexperiences reported from 6 companies

Derogatory Events Last 11 Months from Dec 10 to Oct 11

No Derogatory trade Event has been reported on this company for the past 13 Months

Total Amount Current and Past Due - 11 month trend from Dec 10 to Oct 11

21

Status Dec-10 Jan-11 Feb-11 Mar-11 Apr-11 May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11

Total 22,557 22,376 619 795 2,030 3,271 331 194 1,008 631 10,014

Current 22,557 22,376 619 795 1,941 2,229 144 194 892 631 10,014

1-30 DaysPast Due - - - - 89 953 66 - 116 - -

31-60 DaysPast Due - - - - - 89 67 - - - -

61-90 DaysPast Due - - - - - - 54 - - - -

90+ DaysPast Due - - - - - - - - - - -

This information may not be reproduced in whole or in part by any means of reproduction.

© 2005-2011 Dun & Bradstreet, Inc.

6820 South Harl Avenue Tempe, AZ 85283

Main Telephone: 480.333.3000

Toll Free: 800.467.4448

Page 1 of 1

Seth S Swerdlow

Summary Mr. Swerdlow has over 20 years’ experience of high tech equipment and consulting to large enterprise clients. Mr. Swerdlow has vast experience working with government accounts that require significant attention to compliance.

Education and Certifications Many Hardware certifications for Cisco, Nortel, Toshiba, and HP

Selected Experience

Account Executive Insight Public Sector Mr. Swerdlow is responsible major Public Sector Accounts in the Arizona Market. Maricopa County, Maricopa Community College District and The State of Arizona are his largest clients. He has worked these three accounts for over 2 years and has successfully grown both the hardware and professional services business in each.

Insight Networking (formerly Calence) Responsible for attraction of new accounts to Insight Networking. Mr. Swerdlow was successful in adding several new large accounts public and private sector. Cultivated medium and large business sales opportunities through referral, research and cold calls, offering onsite discovery and consultative conversion solutions through C-level presentations.

Larry Witherbee

SENIOR SALES EXECUTIVE

Successful sales executive with experience in startup, territory expansion and rebuilding situations. Expert in consultative selling to C-level executives and translating technical solutions to credible investment opportunities. Strong account management skills, skilled in transforming vendor/customer relationships to valued business partners. Excellent interpersonal skills and able to build and sustain effective customer and partner relationships. Additional areas of expertise include:

♦ Business Development ♦ Key Account Management ♦ Consultative/Solution Selling

♦ Territory Management ♦ Data Center Operations ♦ VMware (VSP)

♦ Outsourcing Services ♦ Partner Development ♦ Pricing & Proposals

PROFESSIONAL EXPERIENCE

Insight, Phoenix, Arizona Present Leading provider of brand-name information technology IT hardware, software and services to large enterprises, small- to medium-sized businesses and public sector institutions in North America, Europe, the Middle East, Africa and Asia-Pacific. Solution Sales Executive Responsible for delivering the services value proposition around Insights offerings that include: Lifecycle Outsourcing, Cisco and Microsoft Implementation Services, High Performance Computing and Virtualization Consulting.

Bull HN Information Systems Inc, Phoenix, Arizona 2010 - 2010 $1.2 billion international information technology company, dedicated to helping corporations and public sector develop open and secure managed information systems to sustain their business strategies. Sr. Account Executive Responsible for developing and expanding Bull’s Hosted Managed Services and data center offerings within Southwest US, driving the sales process from lead generation to close of sale. Activities include “re-launching” the Bull brand, establish partner referral program, lead qualification, conducting professional presentations, managing the proposal process, sales reporting (Salesforce.com) and contract negotiations. CyberTrails, Phoenix, Arizona 2008 – 2010 Leading provider of managed information technology services to businesses in the Southwest Vice President, Sales Responsible for revenue generation through the management and execution of the sales team and personal production. Services included managed hosting, collocation, internet connectivity, virtual servers (VMware), and professional services to small and mid-size companies.

Personally closed over $350K of bookings in 2009 Established partner referral program Implemented Salesforce CRM Clients included DMB, Cigna Health and State Bar of Arizona

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Larry Witherbee Page 2 DataStarUSA, Plano, Texas 2007 – 2008 Provider specializing in the deployment and maintenance of IP solutions and infrastructure. Regional Account Executive – West Region Aggressively called on assigned customers, partners, and channel relationships throughout the assigned region.

Signed Insight Corporation as first southwest partner Closed $450K in new partner business within first 60 days

Quadrate, Cincinnati, Ohio 2006 – 2007 Software development company specializing in software tools that enable both end users and IT staff to work with their SAP systems more efficiently. Short Term Contract Assignment At the request of a former colleague joined for a short-term assignment. Responsible for calling on prospective channel partners within southwest territory, providing technical information and demonstrations of Quadrate software.

Responsible for successful implementation within division at Apple (Cupertino, CA) CenterBeam, Inc., San Jose, California 2003 – 2006 IT managed service provider serving mid-size businesses. Regional Sales Manager/Vice President Channel Sales Responsibilities included selling outsourcing services including Helpdesk Services (Remedy), E-Mail (Microsoft Exchange), PC Management (Network Associates Virus Scan, Mobile Automation, Big Fix and Connected PC applications) through personal production (targeting C-level executives) within assigned western US territory. Additional responsibilities included overseeing the channel partnership agreements throughout US.

Closed over $1.1M in contracts in 2004 Top producer Q3 -2004 Closed over $1.4M in contracts in 2005 Achieved Presidents Club Award in 2004 and 2005

Analysts International Corporation, Minneapolis, Minnesota 2001 – 2003 IT services company

Regional Sales Manager, Northern US – Corporate downsizing in 2003 eliminated position Responsibilities included transforming existing sales teams from a staff augmentation model to a solutions and project based consultative sales approach. Developed and implemented company wide district sales account planning process.

Responsible for turning the Chicago and Seattle district offices into

profitable business units Personally closed over $500k in consulting business during 2002 Clients included Navistar International and Boeing Corporation

EARLY CAREER Included selling medical software, IT staffing services and consulting services. Received various awards and recognition as a result of personal sales performance.

EDUCATION University of Kansas, Lawrence Kansas, BS

Scott Johnson Software and Services Specialty Executive

SUMMARY Over 22 years of experience and results in the information technology industry with leadership roles including; general manager, sales management, sales, marketing, business development partnerships, and consulting. A consistent record of achieving results and high levels of customer satisfaction working with education, government, and commercial clients across information technology products, services, and consulting. EXPERIENCE Insight (Insight acquired Ensynch on October 3, 2010) 2010-Present Solution Services Executive Responsible for working with Insight clients, the Account Executives, and Solution Sales Specialists in supporting software and services solutions. Involved in 30 client project engagements with professional services and consulting Ensynch, Inc. 2001 – 2010 Sales Leader Territory responsibility for sales to mid-market and enterprise commercial and public sector organizations. Developed and executed a territory sales plan for primarily net new and some existing

customer Responsibility and attainment client professional services and consulting engagements

for Arizona, Nevada, and New Mexico-based customers Established C-level , VP, and Director relationships Sold solutions encompassing identity management, systems management and

virtualization, public and private cloud, unified communications, portals and collaboration, BI, SOA, Project Management, and IT strategy consulting

Collaborated with solutions teams to develop opportunities with customers

Executive Vice President, Business Develop and Partnerships Responsible for the development and growth of Ensynch’s practice and solutions strategy, partnerships, and new geographies. Established Ensynch’s Southern California office in Irvine, LA, and San Diego. Hired

SoCal sales team and executed new territory sales plan and strategy, pipeline development and management, contract negotiations, and

Led practice solution strategy development and launch of new solutions including Unified Communications, Collaboration, Infrastructure Optimization and SAM, and Cloud

Obtained Managed Partner status with Microsoft in SoCal in the Enterprise and SMS&P markets

Established Ensynch as a Microsoft NSI partner

Participated on the team tasked with acquiring a SoCal-based BI and Development

partner and integration into Ensynch Recruited and hired marketing manager and executed full-lifecycle marketing programs

including: inside sales, marketing events and roadshows, customer events. Realized 20x return on marketing investments in services revenue.

Developed yearly plans with Microsoft and engaged in regular rhythm of the business and account strategy meetings

Developed relationships with Microsoft State and Local Government teams generating net new business

Developed channel and sales referral partnerships with complimentary technology and software companies including Quest, Citrix, and software LAR partners

Solidified contract for the State of Arizona Telecommunication Carrier Contract Garnered team recognition with multiple district, regional, and global Microsoft Awards Led team development of Ensynch competencies and service offerings around the

Microsoft stack Secured multi-year managed hosting services agreements with customers

Vice President, Sales and Alliances Responsibility to hire and develop the sales team and grow revenue to drive Ensynch’s professional services and managed service offerings and align sales, marketing, and services for the development and execution of programs and sales campaigns. Additionally developed strategic and referral partnerships to support revenue growth. Hired and led development of the sales team Instituted Solution Selling Strategy and CRM Developed and executed integrated marketing and sales campaigns Led the team responsible for closing and delivering Ensynch’s largest managed services

agreement Responsible for Ensynch growth in both mid-market and enterprise accounts Established and managed Ensynch’s Microsoft Managed Partner Status and relationship

Stellcom General Manager 2000-2001 Established Stellcom’s Phoenix branch, its first expansion branch outside CA. Responsibilities: Hiring and managing sales, engineering, development, and staffing organization. Developed and executed a business plan and sales and marketing strategy to grow new business in Arizona and Colorado to drive software development, web development, mobile/wireless/embedded technology solutions and IT staffing. Established Stellcom brand awareness in the Phoenix market Within the first 6 months, built a team of 3 sales executives, 5 developers, development

manager, and 3 recruiters Developed Stellcom’s Microsoft relationship in Phoenix Mentored and led sales executives and closed direct business in web development,

mobile applications, staffing, application development, and embedded systems design MicroAge, Inc. (MicroAge acquired Advanced Systems Consultants in 1997)

General Manager –Enterprise Accounts 1998 -2000 Responsibilities: Led multiple sales, account, and delivery teams to revenue growth in support of MicroAge’s enterprise accounts including American Express, Wells Fargo, Visa International, and HP. Developed a service delivery organization from 2 engineers to a team of over 100 in one

account Total annual revenue responsibility of $280M in product and services with overall P&L

accountability for each account Team leadership of 9 sales executive, inside sales, and technical team encompassing 225

direct and virtual team members Established sales and delivery teams that encompassed MicroAge corporate locations

and franchisees to support geographies across 13 states Developed a profit sharing plan with franchise business owners Established an onsite account sales team in each client to handle technology purchasing Global Account Team received Customer Satisfaction and Top Global Account team

award Worked with HP, IBM, Microsoft, and other key manufacturing partners to increase

MicroAge’s breadth within accounts

Advanced Systems Consultants Vice President, Sales 1991 - 1997 Responsibilities: Oversee all sales and sales management related activity for strategic accounts including; American Express, Bank of America, Chase Bank, Norwest, and Honeywell. Developed service programs for onsite IT services, maintenance programs, and projects and product sales strategy. Led strategic opportunity development and closed company’s largest service contract Growth net new, and breadth and depth in enterprise accounts Presidents Club-1996 Managed inside sales team of 5 and 4 direct sales executives IBM Sales Multi-Million Dollar Club Award Winner (1993, 1994, 19955) Awarded Vendor of the Year by American Express Established and grew IBM, Compaq, and Microsoft relationships and product revenue Overall company growth from $3M to over $50M in 5 years

JWP Businessland Sales Executive 1989 - 1991 Responsibilities: Responsible for the management and growth of JWP’s Motorola account. College recruit Increased sales from $3M to $6M annually in hardware, software, and services Implemented onsite purchasing program and service implementation team Extended traditional IT sales to business units and functional areas

EDUCATION & AFFILIATIONS

Bachelor of Science in Business Administration, Arizona State University, Tempe, Arizona, 1988 President-International Assoc. of Microsoft Certified Partners (IAMCP) SW Chapter Committee Member-Valley of the Sun YMCA Technology Committee ADDITIONAL TRAINING Microsoft Virtual Solutions Sales Professional The Leadership Journey- PeopleTek, Inc. LAMP and Strategic Selling – Miller & Heiman Solution Selling Managers Course –Sales Performance International Solution Selling - Sales Performance International III Day MBA, Executive Focused Selling – Executive Conversations Customer for Life- Pecos River

Brian Louderback Sales Market Leader

SUMMARY Over 10 years of sales experience in government IT sales. Leads a field-based team that generates $89M annual sales revenue and primarily focuses on the state, local, and education segments. Additionally, manages the sales responsibility for the California PC Goods contract which is currently IPS’s largest contract and is a sole source for HP equipment in the State of California. Brian’s abilities include: • Building productive industry relationships • Market / competitive analysis • Account development / penetration • Marketing strategies / campaigns • Product knowledge • Relationship management • Presentation / negotiation / closing • Familiarity of how public sector organizations operate • Familiarity with how public sector clients leverage technology to achieve goals • Weekly revenue forecasting, resolution of sales inhibitors and deal management and quarterly business planning • Developing processes for regional deployment/field coverage; customer visits; sales district meetings EXPERIENCE Insight 04 / 2008 - Present Western Public Sector Market Leader Manage Insight’s West Public Sector business, operating as a separate business silo with full P&L responsibility and inside, outside, and support resources that generates over $100M in annual revenue. Insight 01 / 2005 - 04 / 2008 Account Executive Responsible for acquiring and maintaining business opportunities by selling complete IT solutions to State/Locael/Education accounts in Minnesota. Identified opportunities to leverage Insight’s complete technology offering which encompasses hardware, software and services to ensure individual success and meet the organization’s business objectives. Insight 06 / 1999 - 01 / 2005 Inside Account Executive Worked all levels of State/Local/Education deparments in a five state region on the east coast through a tele sales business model. Was effective in driving sales through outbound calling and building partnerships with our key manufacturers. EDUCATION Arizona State University 1995 - 1999 Bachelor of Science (B.S.) , Marketing

INSIGHT FIELD ENGINEER BIOGRAPHY

Microsoft Sales Engineer Technical Architect, Consulting Services

Client Solutions Enterprise Solutions

INDUSTRY CERTIFICATIONS

• Microsoft Certified IT Professional

• Microsoft Certified Technology Specialists

• Microsoft Certified Systems Engineer

Selected Areas of Expertise

• Enterprise Solutions Architecture

• Microsoft Active Directory Design/Implementation/Optimization

• Microsoft Exchange Server Design/Implementation/Optimization

• Messaging Migrations and Consolidations

• Directory Migrations and Consolidations

EDUCATION

• University of Arizona

• Bachelors of Arts

Professional Summary

Certified and experienced IT Architect with over eleven (11) years of IT operational experience and seven (7) years of IT consulting. Experience with global enterprise environments from multiple Fortune 500 and Fortune 75 companies providing solutions around Microsoft Active Directory and Exchange.

SELECTED CONSULTING EXPERIENCE

• Technical Architect for the Global Active Directory Team: A large global shipper purchased a competitor which almost equaled its size. A decision was made to achieve full co-existence between the two directories and perform a staged migration with as little downtime as possible. The Quest toolset was chosen to facilitate the initial object migration and synchronization. Migration toolset were customized to allow a logon based migration and provide success reporting thru custom scripting. Messaging conversion from GroupWise was enacted in a cutover process, with no data migrated. After a successful directory and messaging migration, the scope expanded into a 2 year complete re-architecture of the global Active Directory implementation. The global re-implementation was scaled to accommodate 75,000 user objects with several Active Directory aware services and international users on every continent. Included in the migration scope was the consolidation of 450 regional domains and the accompanying messaging environments. The NetIQ toolset was chosen to facilitate the regional country migrations in conjunction with several custom tools and scripts that were developed to support the integration of the global directory and messaging environments with the regional IT infrastructures. These customs scripts and toolsets enabled delegation of migration tasks to “migration technicians” selected in regions to run the migrations and allow engineers to further develop and implement the migration framework in each country.

ENVIRONMENT: Exchange 5.x & 2003, Active Directory 2003 R2, Quest Directory Migration Wizard, NetIQ Domain Migration Administrator & Exchange Migration Wizard

(Continued)

Selected Consulting Experience (cont.)

• Technical Lead and Design Architect : A medium sized business training company required assistance to implement a design and migration plan that was abandoned by a previous consulting firm. The migration plan and design that the customer received did not adequately meet the stated needs and objectives of the client. The new team entered into an assessment and redesign with the client. The implemented solution was a Greenfield single domain AD and Exchange environment. Co-existence was provided utilizing a shared SMTP domain integrating Exchange 5.5 IMC’s to route mail between organizations. Additional connectors and synchronization tools allowed for a complete messaging and directory co-existence. Native Microsoft tools were used as agreed to by the previous firm and design and migration goals were achieved and project delivery was on time.

ENVIRONMENT: Exchange 5.x & 2003, Active Directory 2003 R2, Active Directory Migration Tool, Exchange Migration Wizard, Inter-Org Migration tool.

• Technical Architect/Project Manager: A regional oil and gas company required assistance to design a new directory and messaging environment in a new co-location facility and utilize virtual servers where possible. The plan also included the migration and consolidation of 8 acquired companies into a pristine AD and Exchange environment. Migration toolsets were employed to create a cohesive environment with minimal downtime or user impact.

ENVIRONMENT: Exchange 2007, Active Directory 2008, Quest Directory Migration Wizard, Quest Migration Wizard or Exchange

• Technical Architect: A large non-profit health organization requested assistance to migrate from Exchange 5.5 and NT4 to Exchange 2003 and Active Directory. The organization had particular needs to proceed with mail migrations immediately, before the migration of security objects. This requirement created numerous challenges that prompted several migration changes and procedural steps to be strictly followed to ensure success, and not prohibit the subsequent directory migration. After initial migrations were launched to meet pre-established hard deadlines, continued scripting and automation was developed leveraging MIIS to pull migration lists from flat files provided by the client, and synchronize directory and migration information, converting a detailed migration process into a one touch migration, driven by day of migration selection of users by the client’s migration team. Completion of project included training of the local staff on operations tasks in the new messaging environment and decommission of the legacy domain and messaging systems.

ENVIRONMENT: Exchange 5.x & 2003, Active Directory 2003 R2, MIIS\IIFP, ADMT, Quest Directory Migration Wizard, Quest Exchange Migration Wizard

• Exchange 2007 Lead Architect: A large non-profit health organization made the decision to move from eDirectory and GroupWise to Active Directory and Exchange 2007. The design included full co-existence between the two messaging environments and a staged migration to Exchange 2007. The design also included requirements to utilize a geographically separate datacenter to provide a warm site failover using the new replication methods available to Exchange 2007. Redundancy requirement included site resiliency as well as redundancy, eliminating single points of failure throughout the solution. The client also required a business justification and high level design for OCS 2007R2, including a contingency plan for the introduction of Exchange 2010 into the final design.

ENVIRONMENT: Exchange 2007/2010, OCS 2007R2, GroupWise 5.x – 6.x, Active Directory 2003 R2, Quest Directory Migration Wizard, Quest Exchange Migration Wizard

Migration Engineer: Two large regional credit unions merged to create one of the largest CU’s in the Western United States. The organizations had a mandate to operate as a single unit on ‘legal day one’ and begin collaborating internally between business units. Quest Collaboration services was implemented to provide a Unified GAL to the internal organization and allow employees of the two environments to collaborate.

ENVIRONMENT: Quest Collaboration Services

JOE ZAMORA

Executive Summary Fourteen years professional experience in most aspects of the software development lifecycle: design, development, testing, support, teaching; ten of those years in a consulting capacity. Expertise with Microsoft extensibility technologies, particularly focused on Identity, Collaboration, and Business Intelligence (BI); prolific with tools like .NET, T‐SQL, web services, workflow.

Key Career Accomplishments Active member of the FIM community

o Author of the CShark blog, http://c‐‐shark.blogspot.com/, which provides lessons learned from experience in the field

o Speaker at The Experts Conference (TEC) 2010 & 2011, speaking on the topic of FIM custom workflow

o Published several projects on Codeplex for the FIM community, including: FIM Query Tool – a Windows application for running ad hoc queries against the FIM

Service FIM Custom Workflow Activity Library – a collection of .NET workflow activities that

extend FIM policy capabilities FIM Data Processing Extension (DPE) – a SQL Server Reporting Services (SSRS)

extension that enables the FIM Service to be used as a data source Redesigned a FIM implementation for a healthcare client, aligning configuration with Ensynch’s best

practices, and preserving continuity of functionality while integrating new technologies with current business policies

o Reconfigured FIM during an Exchange migration, syncing between an account forest and an Exchange 2010 resource forest for three geographic regions

o Implemented a sync between an extranet forest and a resourcing application, preventing unwanted collisions with the intranet account forest

o Custom components included FIM Extensible Management Agents (XMA), SQL Server Integration Services (SSIS), Windows Workflow Foundation (WF), .NET, and T‐SQL

Engineered the custom components of a highly unorthodox FIM implementation for an education client, resulting in the reduction of IT staff requirements and eliminating the need for additional training to augment current IT skill set. MS solution case study published on this project.

o Developed a workflow service as a router between FIM and BizTalk, using Ensynch’s best practices for FIM XMAs, .NET 4.0, and T‐SQL

o Extended an SSRS data processing extension that uses the FIM Service as a data source, reusing the query parser from the FIM Query Tool

Guided a client through migration of their highly customized reporting infrastructure to SSRS; going from design to go‐live in six months, and producing over $2 million in immediate savings

o Helped design the next generation ad hoc reporting process, involving the SSRS back end and a Java web application front end; developed & taught training class to end users

o Led a group of developers during migration of an in‐house batch reporting process, using Windows services as a workflow wrapper around SSRS reporting

o Created a custom SSRS authentication extension, integrating an in‐house security token service (STS) for enterprise authentication and single sign‐on (SSO)

o Developed a solution around SSRS execution log reporting and notification, including a custom SSRS delivery extension, a Windows service, and a summary SSRS report

Instrumented the connection of several systems to ADFS before they were supported out‐of‐box for a healthcare client, enhancing security and providing a clean user experience. Ensynch earned MS Worldwide Partner of the Year Finalist for this case study.

Pioneered Ensynch’s FIM custom workflow library during a Technology Adoption Program (TAP) project for a manufacturing client; developing a secure and accountable method for managing service & admin accounts and trade‐restricted content; meeting complex requirements with a handful of versatile workflow components

Created an extranet password reset portal for a transportation client while FIM was in release candidate, using SharePoint web parts, ASP.NET, and a FIM web service client

Developed custom SharePoint features for self‐service site provisioning and site usage monitoring for a distribution client, using .NET, T‐SQL, ASP.NET, web parts, SharePoint API, and JavaScript

Completed numerous small internal and client projects that leveraged MS product extensibility o Excel report that pulls and aggregates data from SalesForce o Windows service that polls data from SalesForce into SharePoint o Outlook customizations that provide similar functionality to a legacy system o Proof of concept migration from MS Access to SQL Azure o Securing and upgrading ASP.NET web sites o Complex SSRS reports that require custom .NET code

Lead developer of an automotive engine simulation software product for an industry‐leading engineering software company. Designed & developed the interface and engine; wrote documentation; managed releases; provided support; taught training courses; applied & extended the product's functionality in many consulting projects.

Traveled extensively both domestically and abroad to provide pre‐sales & post‐sales support, supply technology transfer, and teach training classes

Professional Experience Ensynch: Senior Consultant LMS International: Methods Development Engineer, Applications Engineer

Education, Certification, Memberships Bachelor of Science Degree in Mechanical Engineering, The University of Iowa, Iowa City, Iowa

Graduated with High Distinction

Lutz Mueller-Hipper

Executive Summary Lutz is a project oriented veteran of the Information Technology industry. His areas of expertise include enterprise directory architecture, identity and access management, strong authentication as well as data encryption and protection. His verbal and written communication skills and his familiarity with networking, documentation, and engineering serve to round out his skill set.

Key Career Accomplishments

• Microsoft Identity ADFS Deployment – Offset Print Machine Manufacturer, Architect and Implementation of ADFS and PKI. ADFS is used to federate with Salesforce.com and potentially with a Web Content Management System. Worked closely with network service provider.

• Office 365 Deployments – Implementation Single Sign-On with ADFS and DirSync, Exchange Hybrid setup for rich-coexistence, data migration and troubleshooting

• Microsoft PKI Deployment – Logistic company, Architect in charge of Design, Build, Testing and Implementation of an corporate PKI, signed by an official Certificate Authority.

• Microsoft NT 4 Domain – Transportation company, architect and run the project to implement a multiple domain model for 90k users.

Skills Active Directory: Schema Extension, Access Controls, Forest Trust, Group Policies, Radius, 802.1x, Federation ADFS, Printing Cloud Services: Office 365, Google Apps, Salesforce Identity Management: OpenLDAP, Sun Directory, Critical Path Password Sync Public Key Infrastructure: X.509, MS Certificate Services, Hardware Security Modules, OpenSSL, Certificate Lifecycle Manager (FIM 2010), Smart Cards, RMS, Key Generating, iOS VPN/Wifi/ActiveSynch Cryptography: Outlook E-Mail Security, Disk Encryption with Safenet ProtectDrive and Bitlocker, Rights Management Services (RMS), OpenSSL Smart phone: iOS device management with MobileIron and certificate enrollment Web Server: Internet Information Server, Apache, PHP, ASP.NET, SAML, simpleSAMLphp Databases: SQL Server, MySQL Helpdesk: user manuals, troubleshooting, all support levels, ticket history Security: Microsoft Essentials, Reverse Proxy, ISA 2006, TMG 2010 Office: Microsoft Office 2003/2007/2010, Mac Office 2011 Project Management: Product/Service design and definition, calculate time and budget, reporting, escalation, communication among departments, vendor management Operating Systems: Windows NT/XP/2000/2003/2008R2/Win 8 Preview, Mac OS X, Ubuntu Compliance: PCI, ISO, SOX, WebTrust, FIPS Virtualization: VMware Server, ESXi, Hyper-V Software Development: Subversion, Eclipse, Architecture, Code Review, Stress Test Scripting: Unix shell, Powershell, Windows Batch Networking: TCP IP, IPv6, Routing, DNS, DHCP, Firewalls, VLAN, WiFi, IPSEC, VPN

Professional Experience

11/08 to Present Insight/Ensynch, Inc, Tempe Arizona Senior IT

Technical Architect for Secure Identity and Access Management Practice. Primary responsibilities included design and implementation of AD and MIIS based solutions. 09/06 to 11/08 Glueck & Kanja Consulting AG, Offenbach Germany

Senior Consultant Project consulting services including LDAP directory services, meta directory services, Rights Management technologies as well as PKI technologies including smart cards and disk encryption. 04/01 to 05/09 tribaldi GmbH, Sonneberg Germany

Senior Consultant Project consulting services including LDAP directory services, meta directory services, Web SSO technologies as well as PKI technologies including smart cards. 04/97 to 03/01 human network GmbH, Bretten Germany

Senior Consultant Project consulting services including Microsoft NT domain management, as well as system management and X.500/LDAP directory services. 02/96 to 03/97 Prodacta GmbH, Ettlingen Germany

Consultant Project consulting services including Microsoft Server management with IBM Tivoli, as well as Network support and management.

Speaking Engagements and Publications • Speaker at the ISSA International Conference 2010 about PKI • Spokesman ProRMS Alliance, http://www.ProRMS-Alliance.org • ProRMS Alliance - • Crypto Live http://www.crypto-live.org/

Education, Certification, Memberships • Microsoft Certified IT Pro: Enterprise Administrator • Certified Information Systems Security Professional – CISSP • ISSA.org active member • Sonoran Desert Security Users Group (SDSUG) active member

Rebecca Anne Croft

Executive Summary Rebecca is an accomplished solutions architect and developer with over ten years of experience, specializing in .NET technologies. Rebecca has a wide range of experience from analyzing and defining requirements to design, development, deployment, troubleshooting and support. Additionally, Rebecca has over 7 years of experience working with identity products starting with Microsoft Identity Integration Server (MIIS), Microsoft’s Identity Lifecycle Manager (ILM) and, most recently, Forefront Identity Manger (FIM).

Key Career Accomplishments • Assisted with the migration of over 400,000 users from Sun One to AD LDS using FIM. • Converted 6 connectors from Critical Path to FIM including interfaces to OpenLDAP, AD LDS and

SOAP Web Services. • Implemented a customized GAL synchronization agent using FIM between two separate companies

in preparation for a merger. • Developed an Outlook Add-In that will warn the user when sending items to a mail host outside the

enterprise approved list. • Assisted with the implementation of FIM synchronization for AD resources objects to BPOS-D,

including several new Management Agents and Portal modifications. • Built a custom Visual WebParts using application pages for SharePoint 2010 to interact and display

data from Salesforce using C# in Visual Studio 2010. • Created a series of .NET classes, SSIS import packages, SQL Server Reports and custom Report

Items to convert educational scoring data into certified PDF candidate and scholastic results. • Assisted with the development of an online medical application, including the implementation of a

custom membership and role providers for Forms Based Authentication. This application was written in C# using Visual Studio 2010, Team Foundation Server and SQL Server 2008.

• Built a custom C++ web filter for Microsoft’s Internet Security and Acceleration Server (ISA) to restrict traffic based on content type and validate incoming XML schemas.

• Wrote SQL Reporting Services (SSRS) reports to display Microsoft Word documents and MathML objects stored in an Oracle database.

• Wrote a Single Sign-On (SSO) application to communicate with Google Mail using Security Assertions Markup Language (SAML) and x509 certificates.

• Assisted in the re-design and migration from MIIS to ILM 2007 to support the consolidation of 7 isolated Active Directory environments.

• Developed several MIIS Management Agent extensions, supervised the data load and go-live procedures for MIIS for over 2.2 million students and employees.

• Responsible for the review and re-write of .NET web services written to support multiple applications and serving 100,000+ users.

• Created Outlook Add-Ins to provide custom calendar view with export capabilities appropriate for use on a BlackBerry. Also included several custom context menus to allow for the copying of contacts and appointments between folders.

• Developed a SharePoint WebPart in VB.NET to interface with a time card application and provide a utilization report.

• Wrote a Visual Basic script using the GroupWise API to automate the configuration of forwarding rules on user accounts.

• Assisted in the implementation of a BizTalk Orchestration to send out and consume events through a web service.

• Wrote SQL Reporting Services reports to summarize Microsoft Operations Manager (MOM) data on server availability statistics.

• Lead a team of developers in the creation of two case management applications utilizing C# and Microsoft SQL Server 2000.

• Provided custom development, troubleshooting and bug fix work for a web site written in ColdFusion and utilizing tmsPublisher.

• Designed and implemented a change management system build on the Altiris Helpdesk application, using VB.NET to provide custom page and field access.

• Assisted in an NT 4.0 to Active Directory migration. Wrote VB.NET code for custom provisioning requirements, ACL additions and Exchange Mailbox creation.

• Wrote a SharePoint WebPart in VB.NET to inform a user when their Active Directory password was expiring and give them an opportunity to reset it.

• Created a console application to automate the comparison, merging and backup of large Microsoft Access databases.

• Created a Windows Service to query Active Directory and email a report with a list of contracting accounts that were set to expire in the next week.

• Responsible for the development of a C#.NET web application with a SQL Server backend to allow companies to create and deploy surveys internally to assess usage of company procedures. Including, a reporting engine to allow for benchmarking and comparisons and an event engine for automation of notifications.

• Built a VB.NET web application to allow the company to search for, view, organize and share images. Images were stored on a large network drive, with user and thumbnail information stored in a Microsoft SQL database.

• Developed a VB.NET application to organize, categorize and version a collection of scripts located in Group Policy Objects being used by Active Directory.

• Built a Visual Basic script to extract data from a Lenel badging system database in SQL Server and transfer it to a DB2 database on an AS/400.

Professional Experience • Dirxon – Senior Developer, Solutions Architect • On Semiconductor - Applications Engineer • Motorola - Developer

Education, Certification, Memberships • Bachelor of Science in Information Technology, University of Phoenix • Member, Certified Information Systems Security Professional (CISSP) • Member, Microsoft Certified Solutions Developer (MCSD) • Member, Microsoft Certified Technology Specialist for SQL Server 2005 • Member, Microsoft Certified Technology Specialist for Forefront Identity Manager 2010

Speaking Summary • The Experts Conference (TEC) 2011 Directory and Identity

Pre-Conference Workshop (assisted in development and delivery) SQL Accelerated XMA Design

Exchange and Lync Consultant

Executive Summary Claudia is a highly motivated and an experienced consultant with 8+ years of experience across various technologies. Extensive experience in email technology utilizing Microsoft Exchange Solutions and performing server administration, cross forest migrations, data/mail migration, disaster recovery planning, and data protection. A hands-on, analytical, detail-oriented, resourceful self-starter who excels in performance through individual research and group efforts. Excellent troubleshooting and communications skills. Claudia has worked with a wide range of organizational scale, from Small Businesses with 10 employees through global Fortune 100 organizations with over 2,000 employees. Products of Expertise:

• Office 365

• Exchange Expert

• Email Architecture

• Active Directory Migrations & Architecture

• Virtual Technology Consolidation

• System and Process Analysis

Key Career Accomplishments • Performed analysis, design, implementation on several Office 365 projects for domestic and global

companies • Assess, recommend, plan, and implement complex messaging, server upgrade, and virtualization/

consolidation solutions. • Perform transitions from Exchange 2003/ 2007 to Exchange 2010 • Install, configure, troubleshoot, and monitor core services such as Active Directory, DNS, WINS,

DHCP, group policy, MS Exchange 2003/2007/2010 • Deploy, manage HP c3000 Blade System, fiber-channel / SAN technologies • Performance management & monitoring by using PRTG Network Monitor • Create powershell / vbscript/WMI scripts to automate daily tasks. • Installation/configuration/migration VCenter, ESX, ESXi • Present solutions to the client audience, develop detailed documentation • Analyze, diagnose, and troubleshoot hardware and software problems • Manage enterprise backup systems

• Performed cross-forest migrations from Windows 2000 & Windows 2003 to Windows 2003/2008 • Performed cross forest migrations from Exchange 2003 to Exchange 2010 • Performed maintenance of Active Directory, DNS, and DHCP across multiple domains • Performed installation and configuration of Windows Domain Controllers • Ongoing monitoring and remediation of Windows 2003/2008, Active Directory, DCs and servers • Performed Symantec Backup Exec installation and configuration • Symantec EndPoint installation and configuration

• HP LTO Tape Library installation and configuration • DoubleTake installation and configuration • Citrix installation and configuration • Implement Disaster Recovery plan, plan server move, implement failover in staging • Created various documents such as writing procedures and system documentation • Extensively administered and supported security, firewalls, routers / switches, email, internet, back-

up / recovery, Citrix connectivity, issues with LAN / WAN for remote access. • Provided recommendations in the design, testing, and implementation of server configurations and

infrastructure.

• Administer all Windows 2000 /2003/2008 servers in the Corporate and Global environment. Configuration, setup, and installation of servers and infrastructure services such as Active Directory, name resolution and address management (DNS/WINS and DHCP).

• Experience in upgrading Windows 2003 domains to Windows 2008 • Experience in upgrading Exchange 2003 to Exchange 2007 • Worked with complex Microsoft Exchange infrastructures within a large enterprise environment

(>2,000 users and 200 servers). Performed Network Health Assessment and recommendations for upgrading to Exchange 2007 and 2010

• Implementation/ migration/maintenance of Hosted exchange • Experience with administration of Blackberry Enterprise Server • Maintain documentation of the environment and operational procedures • Responsible for resolving network and desktop issues • Responsible for updating and monitoring anti-virus software on servers • Responsible for implementing, maintaining, and performing back-ups (Symantec Backup Exec,

Brightstor Arcserve). Implementation of Business Continuity and Recovery Solution from Zenith (BDR backups)

• Recovered business from a complete system loss and data loss • Assessed current assets for maintenance, upgrade, and/or replacement


• Ensynch, Consultant • NuAge industries, System Engineer/Exchange Architect • Vitech Systems Group, Systems Engineer/Exchange Architect • Business Technology Partners, Systems Engineer • Vesque Partners, Systems Engineer

Education, Certification, Memberships • Enterprise Messaging Administrator on Exchange 2010 • Microsoft Lync Server 2010 • Microsoft Exchange Server 2010, Configuring • Systems Engineer (MCSE) • Windows Server 2008, Enterprise Administrator • Microsoft Certified Exchange 2007 • Certified Security+ • Certified Network+

Education

New York City College of Technology Bachelor of Technology, Cum Laude

Ludkevicha Musical College Associate of Arts-Music

06/2006-12/2011

06/1995-07/1997

Operating Systems & Databases

Microsoft Windows Server2000, 2003, 2008, Microsoft Virtual Server 2005 Windows 2000 Professional, Windows XP, Windows 7, Linux, Blackberry

Enterprise.Databases (MySQL, Oracle).

Software

Office 97-2010, Auto CAD Microsoft Project Microsoft Visio Norton Utilities/Ghosts Double Take, Backup Exec, Connect Wise Citrix, VM Ware Photoshop, Dreamweaver

Hardware

IBM, Compaq, Dell, HP, Intel Fiber Channel / SAN Technologies HP Blade systems Cisco 5510 Firewall Barracuda (Spam/Web Filter)

Scripting Languages

Powershell VBscript PHP

Exchange Sr. Consultant Executive Summary Keith is a veteran information technology professional, with twenty years of IT experience. Keith’s core experience has been with designing and deploying Exchange solutions, starting with Exchange 4.0. Other areas of expertise include Windows Server and SQL Server. His primary focus for the last year has been involved in designing and deploying Exchnage solutions for Enterprise-level customers, including requirements analysis, design, implementation, and training. Key Career Accomplishments • Participated in multiple Exchange 2010 migration projects for global corporations.

Responsibilities included architectural analysis, design, implementation, and migration.

• Performed cross-platform migrations to Exchange from Novell GroupWise, Lotus Notes, and Microsoft Mail.

• Co-authored Configuring Exchange 2000 Server (Mission Critical! Series), authoring two chapters

• Managed the IT Infrastructure department for a State of Arizona agency. The Infrastructure department was responsible for server, storage, network, and desktop support.

• Skills: Windows Server 2003/2008/2008R2, IIS, Exchange Server 2003/2007/2010, SQL Server 2000/2005, VMware vSphere 4.X, Cisco routers, switches, and firewalls, and PowerShell and vbscript scripting.

Professional Experience • Insight and Ensynch: Senior Consultant, Unified Communications • State of Arizona: Director of Infrastructure, Manager of Infrastructure • TekSystems, Consultant

Education, Certifications, Memberships • Bachelors of Science in Computer Science Engineering, Ohio State University • MCSE (Windows 2003) • MCSE (Windows 2000) • MCSE (Windows NT 4.0) • MCSE (Windows NT 3.51) • MCDBA (SQL 2000)

David Lundell

Executive Summary Consulting Practice Director, Vice President Operations, MBA, Bilingual (English & Spanish), Speaker, Trainer, Manager, Leader Author of FIM Best Practices Volume 1, Microsoft Most Valued Professional (MVP) Forefront Identity Manager(FIM) SQL Server Architect, MCITP, DBA, Database Development, Business Intelligence, MCSE, MCTS, MCDBA, MCSD, MCT

Key Career Accomplishments • Led Identity Management Practice and collaborated with marketing to highlight the team's work resulting in:

o 2011 Microsoft Case study "Private University Reduces Identity Management Workload 320 hours per month"

o 2010 Microsoft Worldwide Partner Award finalist o 2007 Microsoft Worldwide Partner Award finalist o 7 members of team (including me) invited to present at The Experts Conference (2012-2008)

• Architect on highly available ADFS 2.0 implementations • Architect on Forefront Identity Manager 2010 implementations • Architect on migration from Sun One directory to AD LDS • ILM Consulting: Architect and review solutions, Best Practices Review, Envisioning workshops, password synch • Delivered numerous Identity Management Training courses received great reviews from attendees • MIIS/ILM, AD Infrastructure Design and Migrations consulting • Invited to Speak at Directory Experts Conference 2007 on ILM and SQL Server • Received excellent reviews teaching SQL Server, AD, .NET and Java, and Identity Management • Optimized SQL Server ETL for Large Bank; reduced HR Reporting load process from 3 days to 1 hr • SQL Server Consulting: DBA and Dev (One client saw 200% improvement in user response time)

Professional Experience Practice Director, Identity Management, Insight, Tempe, AZ through acquisition Practice Director, Identity Management, Ensynch Inc, Tempe, AZ Apr 2008 – Present Vice President Operations Oxford Computer Group, Snohomish, WA 2007 –2008 Principal Consultant/Trainer, Mutually Beneficial Inc. Chandler, AZ 2004 – 2007

DBA The Ryland Group (Homebuilder -- Fortune 500), Scottsdale, AZ 2002-2004 Lead Developer/DBA Lasertel Inc, Tucson, AZ 2001 – 2002 Technical Trainer, DRA Software Training Inc. Tucson, AZ 2000 - 2001 Network Administrator, Rain Bird -- Sonora Southwest Molding Tucson, AZ 1997 - 1999

Education, Certification, Memberships Microsoft Most Valued Professional (MVP) – Forefront Identity Manager 2010 (2007-Present) Microsoft Certified IT Professional (MCITP); MCSE; MCDBA, MCT, MCTS, MCSD Master of Business Administration (MBA), University of Arizona GPA: 3.9 Aug 2003 BS Computer Engineering, University of Arizona, (National Merit Scholar, Dean's List)

Books Authored August, 30th, 2010 FIM Best Practices Volume 1: Introduction, Architecture And Installation Of Forefront Identity Manager 2010, 258 pages, David Lundell through Lulu.com April, 23rd, 2004 Exam 70-291: Implementing, Managing, and Maintaining a Microsoft Windows Server 2003 Network Infrastructure. Student Lab Manual, with Ken Laudon of Azimuth-Interactive (series designer), Englewood Cliffs, New Jersey: Prentice Hall.

Whitepapers Authored

o FIM 2010 Technical Overview Whitepaper

Forefront Identity Manager Microsoft

This document provides a technical overview of Microsoft® Forefront™ Identity Manager 2010. The document focuses on the core scenarios of declarative provisioning and deprovisioning, self-service

management of users, groups, certificates and Smart Cards, user self-service management of passwords, and policy-based management. The topics covered include request processing, provisioning, self-service,

customizing FIM 2010, reporting, and an overview of the deployment architecture. April 6, 2010

o ILM 2 Workflow Activity Walkthrough Forefront Identity Manager

Ensynch This whitepaper to which I contributed covers how to create custom workflows and workflow activities

September 23, 2009

WhitePaper: Making SQL Server DTS and SSIS Packages Portable http://www.mutuallybeneficial.com/index_files/dts_ssis_packages_portable.htm

Speaking Summary • The Experts Conference (TEC) 2011 Directory and Identity and TEC Europe

Pre-Conference Workshop (assisted in development and delivery) Sizing your FIM Installation

• The Experts Conference (TEC) 2010 Directory and Identity Care and Feeding of Identity Databases FIM Performance Tuning

• The Experts Conference (TEC) 2009 Directory and Identity Pre-Conference Workshop (assisted in development and delivery) Care and Feeding of Databases: ILM, CLM, RMS Reporting against ILM 2’s web services

• Directory Experts Conference 2008 Architected, Created and Delivered the DEC 2008 Preconference Workshop on the entire Microsoft Identity Access platform: AD, ILM, CLM, RMS, AD FS

• Directory Experts Conference 2007 and DEC Europe Care and feeding of ILM/MIIS SQL Database, Set the standard for care and feeding of ILM/MIIS SQL Database for the industry Created process for using Fuzzy logic in SQL 2005 Integration Services to process delayed join resolution (in Identity Lifecycle Manager 2007 – ILM)

• Co-Presented at MS Higher Ed Conference on ADFS – Shibboleth interoperability • Spoke at the LOPSA Sys Admin days in Philly and in Phoenix

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Sr. SharePoint Consultant Executive Summary Brian Grabowski is a dedicated, hardworking individual that strives to succeed and has a strong ability to lead and make positive contributions to any team or group. He is a very optimistic, stress free person that believes in seeing the good before the bad and focusing on the positives instead of the negatives. He is technologically sound in numerous areas with an emphasis on collaboration and Microsoft Office SharePoint Server. He currently has 9 years’ experience with SharePoint Technologies and holds the title of Collaborative Engineer specializing in; WSS/SharePoint 2003/2007/2010, Strategy and Solution Design for SPS/MOSS Architecture and Implementation, Windows Server 2003/2008, Active Directory, and IIS. Key Career Accomplishments • Designed, Created, Configured, and Migrated multiple Intranet platforms including

shared drives to new intranet portals using SharePoint 2007 and 2010 • Co-Creator of Ensynch’s SharePoint Taxonomy & Governance approach including

reference architecture, SharePoint farm scaling and Enterprise Content Management guidelines

• Implemented automated workflows leveraging SharePoint Designer and InfoPath • Designed, Created, and Configured Enterprise External Facing Website using

SharePoint 2007 based upon previously existing intranet • Migrated existing Intranet from disparate HTML Sites, WSS Sites, and custom built

sites to SharePoint BPOS/Office 365 Beta with SharePoint and Exchange Capability • Planned, lead and delivered multiple Requirements Gathering and Design Sessions

focused on defining the foundation of SharePoint collaborative platforms for Content Owners, Administrators and departmental stakeholders

• Configured VMWare Server Farms that were later be used to host SharePoint 2010 Farms for 6 intercontinental regions in order to unify disparate labor divisions

• Designed and Implemented a SharePoint Online Server Farm to help alleviate high volume email messages and improve efficiency for store to store communication

• Migrated ~1Tb of SPS 2003 Sites with customized Web Templates and Master pages (including PWA) to MOSS 2007

• Designed and Implemented Governance and Taxonomy Model, Growth Model for both SharePoint and SQL Storage, and an offsite DR Zone with complete replication

• Designed and Implemented a SharePoint Solution Design and Strategy Plan for an internal portal application that would replace Livelink, Tibco, and other 3rd party document repositories

Professional Experience • Ensynch, Sr. Consultant • Interznet, Sr. Consultant, Network Architect • Turf Paradise, Network Administrator • 2WIRE Inc., Level 2 Technical Support Agent

Education, Certifications, Memberships • Bachelors of Science, Network and Communication Management, DeVry • Associates of Computer Science, GCC • MCTS: SharePoint 2010 • MCTS: SharePoint 2007 • MCTS: SharePoint 2003 • A+ Certification

Solution Architect-SharePoint Executive Summary Jeff has 14+ years of experience in Information Technology. During his time at Ensynch he has been involved in Portals and Collaboration, Patch Management, and Application Packaging. His primary focus for the last 5 years has been involved in architecting global SharePoint solutions for Enterprise-level customers, including requirements analysis, design, implementation, and training. Key Career Accomplishments • Performed architectural analysis, design, implementation, migration and management

oversight on multiple Enterprise SharePoint 2007/2010 projects for global corporations.

• Office 365 Premier Deployment Training from Microsoft certifying Ensynch as a Cloud Accelerate Partner for cloud-based implementations of Exchange, SharePoint, and Lync.

• Developed custom code and codeless InfoPath forms and workflows to replace paper-based processes within multiple client environments.

• Developed custom Look and Feel for SharePoint 2003/2007/2010 including Master Pages, CSS, Page Layouts, Site Definitions, Themes, and jQuery integration.

• Trained administrators, power users, and end users on SharePoint. • Speaker at Quest Software’s “The Experts Conference” on SharePoint 2010 and

Claims Based Authentication. • Led a team in a financial environment responsible for 99.5% system uptime in a 24x7

high-visibility payments processing/datacenter environment. • Acted as a liaison between multiple lines of business and IT to design, plan, and

implement new client/server systems and integrated business processes • Analysis, Design, and Implementation of PatchLink Update Server in Enterprise-level

environments. • Performed technical analysis and documentation of Enterprise collaboration system for

User Acceptance Testing, Pilot Deployment and Production Ready state. • Developed a website designed for clients to upload and monitor status of applications

submitted for packaging by Ensynch packagers. • Trained clients on Application Packaging Best Practices. • Skills: WSS, SharePoint 2003, MOSS 2007, SharePoint 2010, Windows

2008/2003/2000/NT Server, IIS, SharePoint Designer 2007/2010, Visual Studio 2008/2010, InfoPath, Windows Vista/XP/2000 Professional, MSI Application Packaging, PatchLink Update Server, VMWare Workstation, Microsoft SQL Server 2000/2005/2008

Professional Experience • Insight and Ensynch, Solutions Architect - Collaboration • JPMorgan Chase, Technical Officer • WNF Consulting, Systems Engineer • Cygnet Financial Corporation, IS Technician

Education, Certifications, Memberships • Bachelor of Arts (MIS), Washington State University, Pullman, WA • Microsoft Certified Technology Specialist (MCTS), WSS 3.0, SharePoint 2007,

SharePoint 2010

Sr. Project Manager

Executive Summary Andi is a PMP and APMC Certified Professional and has over 13+ years of project management experience leading local, continental US, and International project teams. In addition, Andi has 5 years of system analyst and writing technical documentation. Andi is very proficient in Microsoft Project/Server, Excel, PowerPoint, Office and Visio software tools. Andi is a decision maker and will get the job done.

Key Career Accomplishments Actively manage project issues, escalating issues and risks to management;

lead project personnel to provide advice and to resolve problems; and manage within correct area of accountability for one of the largest healthcare organizations in So. CA to deliver Exchange within a GroupWise coexistence environment. At the end of the project; successfully migrated 18,000 users.

Prepare and deliver project reports for management, customer, or others; using relevant metrics for management decision making; constantly evaluate the project’s ability to meet its objective and modify or reschedule project plans as required across all project disciplines (Exchange, ILM, SharePoint).

Manage cross functional, cross organizational teams, including external vendors; effectively demonstrate leadership and communications across organizations for the common delivery of multiple projects and industries (Healthcare, Manufacturing, Education, Government, etc..).

Develop and maintain comprehensive schedules to ensure timely completion of multiple complex engineering projects that focused heavily on beta deployments in the UK.

Identify appropriate resources needed and acquire resources necessary for project deliverables for both U.S. and International development teams for new SIP-based phone system(s).

Specialized in management of comprehensive projects within complex technical environments, including, but not limited to, PBX, LAN, XML, HTML, JAVA, Web, IBM, HP, and ALLTEL implementations. This is accomplished by highly effective facilitation skills and understanding customer goals and requirements.

Managed and developed multiple technical interface documents for customers. This required analyzing the scope of work for a combined, integrated, software solution and then delivering a technical document that met customer requirements.

Professional Experience Insight/Ensynch: Sr. Project Manager Inter-Tel: Sr. Project Manager III, specialized in beta software development with R&D department. Heraeus: Sr. Project Manager, primary focus high-priority projects to streamline core business

functionality. Syntellect: Sr. Project Manager, customer facing with emphasis on growing each company from

traditional IVR to speech recognition technology.

Education, Certification, Memberships University of Colorado (UC), Colorado Springs 1984-1987; Engineering and Psychology Arizona Real Estate School 1996 – Present; Licensed Realtor PMP Certificate – September 2006 APMC Certificate – January 2008

Systems Management (System Center, Hyper-V, SCOM)

Executive Summary Bryan is an accomplished information technology professional with a demonstrated track record of success in creating highly appreciative and satisfied clients. He has over 20 years of industry experience, meeting client’s business needs with information technology solutions. Bryan’s core experience has been with designing and deploying VMware Virtual infrastructures as well as System Center infrastructures. Clients specifically request Bryan for new projects because of his experience and expertise.

Key Career Accomplishments • Supervised/Managed a team of 12 multi-disciplined, multi-national, Consulting Engineers. • Fulfilled roles as Architect and Lead Implementer for a VMware system that spanned 22

locations through the United States. • Lead implementation of VMware View Desktop Virtualization Solution • Managed a highly successful System Center Operations Manager (SCOM) and System Center

Configuration Manager (SCCM) implementation. Roles included Project Manager, Architect, and Lead Technical Resource.

• Authored documentation to FDA standards for a validated system. • Designed and deployed Altiris systems management infrastructure for a major Southern

California city. • Primary architect for a Fortune 100 company’s Virtualization imitative • Primary infrastructure architect for a major Software Development project that spanned

development efforts across the globe and that surpassed the 99.999% uptime model • Delivered an architecture that was vetted by HP, EMC and Avanade Internal resources – no errors

and accepted as the go-forward plan. • Directly responsible for replacing/filling in the roles of Hardware Specialist, Team Leader, Active

Directory Administrator, Corporate Messaging/Exchange Administrator and Project Manager with little to no notice.

• Direct responsibility of support and installation/migration of Lotus Notes and Exchange 5.5 Systems (as well as other messaging platforms) to Exchange 2000 Servers and client workstations on over 100 different networks.

• Direct responsibility for implementation, installation and migration from Win95/98 & ME to Win2K - “Hands-On" of several hundred Windows 2000 Server, Advanced Server and SQL 2000 systems.

• Provided initial assessment and consultation/presentation to senior officers of client’s companies (Director, VP, EVP, CIO level) on deployment to LAN, MAN, WAN, and multi-national locations on an enterprise level.

• Direct responsibility for all network infrastructure troubleshooting, repair, maintenance, restoration and upgrades of all Cisco/3Com (Wiring, Frame Relay, CSU/DSU, VPN Switches, Routers, Hubs, Switches) equipment.

• Direct responsibility for additions to an Enterprise LAN/WAN structure that spans the United States as well as Europe.

• Direct responsibility for leadership/coaching of junior associates towards their goals of obtaining

MCSE/CCNA certifications • Authored Disaster Recovery documentation and implemented Disaster Recovery planning for

Network Operations Center infrastructure (Routers, Switches, hubs, cabling)

Professional Experience • Insight and Ensynch: Senior Consultant • CSC: Wintel Supervisor • Avanade: Senior Consultant • Irvine Technology Corporation – Sr. Engineer/Supervisor • Do IT Right Consulting - Sr. Microsoft Specialist/Manager • U.S. Army

Education, Certification, Memberships • Windows MCSE – Win2K3 • Windows MCSE – Win2000 • Windows MCSE – WinNT 4 • Windows MCSC – WinNT3.51 • Microsoft Certified IT Professional

o Enterprise Desktop Administrator on Windows 7 • Microsoft Certified Technology Specialist

System Center Operations Manager (SCOM 2007) System Center Configuration Manager Microsoft Desktop Optimization Pack Windows 7 Operating System

Business Desktop Deployment Solution Accelerator 2.0 Windows 7 and Office 2010 Deployment

• VMware Certified Professional • Microsoft DDPS Certified • Cisco CCNA • ACE Accredited Compaq Engineer • Altiris Certified Professional

Veteran – Desert Storm Graduate of the U.S. Army Professional Leadership Development Course Parent Mentor – T.A.C.A. (Talk About Curing Autism)

Systems Management

Executive Summary Joseph is an information technology professional with over ten years’ experience in IT from help desk to system administrator on Microsoft platforms, involved in planning, deployment, administration, and support. .

Key Career Accomplishments • System Center Operations Manager and Configuration Manager 2012 for a large

hospital system. • Designed and deployed Windows 7 x64 in an enterprise environment leveraging

System Center Configuration Manager 2007 R2 Operating System Deployment features to over 5000 desktops worldwide

• Provided expert guidance in SCCM 2007 capacity planning and best practices for a legal client and designed an operating system deployment strategy for remote offices

• Developed Power Management strategies leveraging Group Policy Objects and Power Management features in SCCM 2007 R3, produced reports on power consumption, and implemented a new policy leading to a 30% reduction in electricity used by desktop computers.

• Implemented Forefront Enterprise Protection 2010 in a Windows 2008/SCCM environment, deployed client to over 5000, desktops, and developed security policies

• Led a Windows 7 x64 pilot at an early-adopter engineering firm, and served as Subject Matter Expert on Windows 7 issues

• Implemented Bitlocker Drive Encryption with recovery data backup to Active Directory in a production environment

• Developed a scalable App-V solution for a large healthcare client, allowing applications to be migrated to a mixed App-V/Citrix Virtual Desktop Infrastructure

Education, Certification, Memberships • Microsoft Certified Technical Specialist (MCTS), Installing Windows 7 • Microsoft Certified IT Professional (MCITP), Enterprise Desktop Administrator on Windows 7 • Microsoft Certified Technical Specialist (MCTS), Configuring Windows Server Virtualization

Related Training Programs Completed • App-DNA Application Compatibility. • Quest v-Workspace • Microsoft Hyper-V workshop

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• Microsoft Desktop Optimization with Windows and Microsoft Office (DOWO) workshop • Microsoft Deployment Toolkit 2010/2012 • Operating System Deployment in System Center Configuration Manager 2010/2012

Development Architect Key Technology Skills BizTalk 2006 R2, BizTalk 2004, WCF, .Net 3.0, ASP, ASP.NET, C#, VB.Net, Commerce Server 2007, XML, VBScript, PhP, JavaScript, CSS, Visual Basic, MS SQL Server 2005/2000, SQL Enterprise Manager, MySQL, Sybase, Oracle, MS Access, T-SQL, Nant, NUnit, MS Project, Visio, Rational Requisite Pro, Onyx Customer Center, Saratoga SPS, IIS, Windows Server 2003, Windows 2000/XP, C, Visual SourceSafe, Visual Studio .Net 2005/2003, Team Foundation Server Professional Experience 11/2001 – present Insight • Provide consulting service specializing in system integration, web, ecommerce, and database

development. Recent Projects • Using BizTalk 2009, architected and implemented an ESB and SOA architecture for a municipality

including integrations with Oracle, Acella, Onbase. Trained client staff.

• Using BizTalk and ESB Guidance’s Exception Management Portal to deliver an enterprise integration solution between Great Plains and Maximo for Sempra Global.

• North America Medical Management (California) - Constructed a B2B solution, as part of a development team, using BizTalk 2006 with HIPAA extension to automate the existing manual-intensive process of collecting and processing medical claim forms with trading partners.

• Yamaha (music instrument division) – Designed a BizTalk 2006 and MS Commerce Server integration solution for a new B2B/B2C web portal.

• FFF Enterprises – Constructed a B2B solution using BizTalk 2006 which extracts transaction data

from DB2-based ERP and sends to trading partner via AS2 standard on a daily scheduled basis. • Using BizTalk 2006 and .Net 3.0/2.0 to build B2B interfaces for Land America.

• Using BizTalk 2004 and Nant to integrate an internal artist repertoire database with RightsLine Rights

Management system for EMI North America.

• Using ASP.Net, C#, XML, JavaScript, SQL Server 2000, and MS Commerce Server to develop an eCommerce site for Westcon in a team-based development environment.

Square Peg Interactive 11/2001 - 01/2004 • Using ASP, ADO, JavaScript, SQL Server 2000 (schema design and stored procedure development),

PHP, MySql to develop an online traffic school system. Advanced MP Inc.

• Using ASP, ASP.Net, XML, Oracle, and SQL Server, including SQL stored procedure development

and DTS job, to develop an online inventory/RFQ/customer service system. Los Angeles Firemen Credit Union • Using ASP.Net and MS SQL Server 2000 to develop an online savings and loan calculator. Laemmle Theatres • Using PHP, JavaScript, and MySQL to develop an online film database Horoscope.com • Using ASP, ASP.NET, C#, ADO.NET, VBScript, SQL Server 2000 (schema design and stored

procedure development), JavaScript, and Verisign PayFlow Pro gateway. Peoplefind.com • Using ASP, VBScript, ASP.NET, C#, SQL Server 2000 (schema design and stored procedure

development), JavaScript, and Verisign PayFlow Pro gateway. Calvarychapelcarlsbad.com • Using ASP, ADO, JavaScript, CSS, and MS Access. 5/2001 – 10/2001 ServiceOpinion.com Architect/Senior Developer Los Angeles, CA • Compiled system requirement document, technical specification, and implementation project plan. • Designed overall site architecture and user interface. • Developed first phase of site content using ASP, VBScript, SQL Server 2000 (created data model,

triggers, views, and stored procedures), ADO, COM, Visual InterDev, and Dreamweaver UltraDev. 4/1999 – 1/2001 IT Technical Lead Western Asset Management Pasadena, CA • Served as the principal architect for implementing a web based reporting solution using Visual Basic 6,

VBScript, ADO, ERWin, Sybase 11 (data warehouse), DataStage (extract, transfer, load), Crystal Report 7, Coldfusion 4.5, Javascript, and HTML.

• Customized Onyx Customer Center, a CRM system, using Transact SQL (SQL Server 7), MS Excel Pivot Tables, and ColdFusion web pages to further improve inter-departmental workflow and communication.

• Automated the monthly data transfer/transformation jobs from PAM accounting system to corporate data warehouse using DataStage (ODBC and B-trieve data connections), Perl, and AutoSys.

• Served as the technology liaison for client services/marketing group and conducted requirement analysis for

• identifying and documenting functional specifications.

• Co-managed the implementation of customer relationship management system using Onyx Customer

Center. 9/1992 - 4/1999 The TCW Group, Inc. Programmer Analyst, Project Lead Los Angeles, CA • Served as the architect for TCW's Internet website and corporate Intranet websites using ASP,

VBScript, HTML, JavaScript, Java applets, and CGI scripts.

o Managed the support and periodic enhancement/upgrade to TMS, TCW's CRM system using Saratoga SPS.

• Created a trade ticketing system using Visual Basic (front end), MS Access 97(back end), and AutoFax APIs for streamlining Emerging Market Fixed Income trading process.

o Converted a Cobol-based legacy database to a MS Access 97-based accounting system for Energy department to track royalty payments from oil and gas portfolio investments.

• Was responsible for overall system development and integration for Institutional Marketing, Private

Client Services, The Advisors Group, Energy, and Corporate Accounting departments. • Converted the existing contact database to a sales force automation system (TMS) using Saratoga SPS. • Expanded TMS' user base to all TCW's global satellite offices using SPS' data replication technology.

o Assisted Marketing Representatives with creating decision support reports by data mining TMS and various third party databases.

o Made periodic functional enhancements to Latin America Equities Department's trading system and various back-office reporting systems using Visual Basic and MS Access.

9/1991 - 9/1992 Xircom, Inc. Technical Support Specialist Calabasas, CA

• Provided product support to Xircom customers covering Ethernet, Token Ring, and ArcNet network adapters.

o Coordinated with system engineers and QA engineers for problem resolution. 8/1990 - 6/1991 Rockwell International Programmer Analyst Garden Grove, CA

• Provided support and made periodic program updates to Benecom , a kiosk-based employee benefits information system written in C.

o Developed a financial calendar system for the Corporate Finance department using C and

Windows SDK. Education 6/1990, University of California, Irvine B.S. degree in Information and Computer Science Certification Microsoft Certified Technology Specialist

Aaron M Hill – Insight – CRM Architect

Aaron M. Hill – Insight – CRM Architect

Certifications

Microsoft Dynamics CRM 2011 Application, Microsoft Dynamics CRM 2011 Installation and Deployment, Microsoft Dynamics CRM 2011 Development and Customizations, Microsoft Dynamics CRM 4.0 Application, Microsoft Dynamics CRM 4.0 Installation and Deployment, Microsoft Dynamics CRM 4.0 Development and Customizations, Microsoft Dynamics SureStep Methodology, Microsoft Dynamics CRM 2011 Pre Sales, Sage SalesLogix 7.5 Engineer, MCP

Career Implementation Experience – Projects List

Project Highlights

HospitalityBest Western International: Supply and Design – Phoenix, AZ | 2008‐2009 Project Manager / Senior Business Analyst and Consultant Project Description: Implement an automated CRM tool to allow BWI designers and supply project managers to centralize and produce comprehensive analytics of processes, communications, document management collaborations, customer care ticket tracking, and to associate all business material to member records. Final solution also included bilateral platform integration to PeopleSoft with real time data of less than 2 hours variance. Best Western International: World Wide Sales – Phoenix, AZ | 2011 Project Manager / Senior Consultant Project Description: World Wide Sales organization had been live on their CRM platform for five years prior. This project consisted of a production deployment move with zero tolerance for down time. Application was to be transferred to a virtual environment and have implemented an architecture that supported best practices for application change management. This included provisioning a development, quality assurance, and user acceptance environments in addition to the production move.

PublicAdministration

Behavioral Science Technology – Austin, TX | 2010 Senior Consultant Project Description: Perform a complete audit of current CRM environment, infrastructure, and business requirements. Identify platform architecture to support organizations growth and improve end user experience. Provide ongoing training and support.


Champion College Services – Tempe, AZ | 2011 Project Manager / Senior Consultant

Project Description: Develop an XRM solution for client to market and offer as an extension to their services. Infrastructure to leverage a federated partner hosted platform with multiple ISVs. Assisted client in successfully developing a product management and marketing model used in deploying the solution to their client base. Custom platform was focused for school and campus use to manage student loans.

Manufacturing

Lifeport: A Division of Sikorsky – Woodland, WA | 2010 Senior Consultant

Project Description: Implement automated sales tool for five business units in a multi tenancy structure. Primary improvements and gains to be seen in sales process and customer service escalation processes. Final solution also included a bilateral integration with Consona ERP package and a complete data consolidation/migration from GoldMine.

Gale Banks Engineering – Ontario, CA| 2011 Project Manager / Senior Consultant

Project Description: Develop a custom CRM tool to completely re‐engineer sales order processing and invoicing. Used Dynamics CRM platform as a point of entry for customer sales order. Solution included integrations to Consona’s Intuitive ERP solution, FedEx & UPS for real time shipping rates, Google Maps, and the telephony systems for automated click to dial and call recordings.

Americast – Harrisonburg, VA| 2011 Project Manager / Senior Consultant

Project Description: Implement Dynamics CRM as a project management oriented tool for project bids and processes. Include dynamic and complex product and pricing catalogs that spanned multiple product and business unit lines.

Construction

Lyons Roofing Company – Phoenix, AZ| 2011 Project Manager / Senior Consultant

Project Description: Migrate customer from current version of Goldmine to Dynamics CRM. Provide an application structure to support industry processes for account/contact management, sales/marketing activities, project management, and a customer support queuing system.


RetailServices

Massage Envy Corporate– Scottsdale, AZ| 2010 Project Manager / Senior Consultant

Project Description: Migrate production on premise CRM 4.0 deployment to Dynamics CRM 2011 within our private partner hosted environment.

Finance

Republic Monetary Exchange – Scottsdale, AZ| 2011 Project Manager / Senior Consultant

Project Description: Implement Dynamics CRM 2011 Online to floor brokers for point of order entry. Migrate complete product catalog of gold and precious metals, leads, customers, and marketing materials. Integrate Dynamics platform to phone system and dozens of company landing pages for lead capture across the web.

Additional Project List

1157 Design Concepts, 2009 Atlantic Cable Supply, 2008 Anderson Security, 2008 Blue Sea Systems, 2011 Clear Call Solutions [ADT and DISH reseller], 2009 Celerus Diagnostics, 2008 Continental Flooring Company, 2010 District Medical Group, 2010 DocuPrint Solutions, 2011 ECOtality, 2011 ExhibitOne Corporation, 2009 Frozen Food Express Industries, 2009 FirstCorp, 2009 Forakis Law Firm, 2011 Gigavac, 2010 Goldwater Institute, 2011 Harlan Bakeries, 2009 Hose Master, 2009 Lavi Insustries, 2010 MICA Insurance, 2011 MJS Designs, 2008 Neovia Integrated Insurance Services, 2010 One Neck IT Solutions, 2011 OSAM Documents, 2010 Radio Engineering Industries, 2009 Rinchem, 2009 ScriptSave, 2011 ServiceOne, 2010 Sirona Home Infusion, 2011 SpeedPro Imaging, 2010


Terralever, 2010 Total Transit, 2009 World Talk Radio, 2009 Yamatake, 2009 Zila, 2011

PATRICK FULLER Leader * Strategist * Visionary * Problem Solver * Business Consultant Born leader and entrepreneur/intrapreneur, continually inventing new ways to solve problems with a win-win result while looking forward into what will be instead of looking at now and what is. Leader, orchestra conductor, strategist. Maintains an abstract vision while developing solutions to problems. Diverse background of custom, green field application development, project management, business analysis and process architecture, business development and leadership skills fuel talents for being a strategic business consultant specializing in the solution development of business systems leveraging Microsoft technologies. Accomplished professional with expertise in building and developing teams. Strong willingness to learn and accept new challenges.

CORE COMPETENCIES

Ø Leadership Ø Solutions Design & Implementation Ø Business Intelligence

Ø Portfolio Management Ø CRM Ø Application Development

Ø Process Improvement Ø Best Practices Implementation Ø Strategy Development

PROFESSIONAL EXPERIENCE

INSIGHT, Phoenix, Arizona 2011 – Current Sr. Architect s Responsible for building a foundation for non-infrastructure based professional services within an infrastructure based

organization s Responsible for driving Insight Solutions into strategic accounts, with an initial focus on Customer Relationship

Management (CRM), Business Intelligence, and Application Development Key Accomplishments: s Become Strategic Advisor to clients for Insight services and solutions through delivery and business development

efforts s Developed business cases delivery artifacts and reusable framework for Dynamics CRM solutions s Architected, and managed development of custom Dynamics CRM solutions including XRM, Reporting/Analytics, and

Business Process Automation s Developed short term goals for long term account strategy s Architected, and managed development of internal business intelligence system for sales and project analytics and

reporting s Developed business cases delivery artifacts and reusable framework for Windows Azure solutions

ENSYNCH, INC. (ACQUIRED BY INSIGHT), Phoenix, Arizona 2009 – 2011 Strategic Business Architect s Business focused IT leader and business consultant providing strategy and solutions development. Key Accomplishments: s Developed in-house, reusable intellectual property for building custom application (Silverlight, SharePoint 2010, .NET

4.0), and business intelligence solutions (SQL 2008 R2, SharePoint 2010, PerformancePoint Dashboards, SSRS Reports, Star Schema SQL DataMart)

s Participated in the development and structure of Off-Shore development model s Developed both a portfolio and financial roadmap producing real ROI and justifying a 300% increase in IT budget for

a 24 month period s Identified over $2M of found monies by re-architecting IT strategies to better align with corporate strategies

GRAND CANYON UNIVERSITY, Phoenix, Arizona 2009 - 2009 Director, Software Development s Implemented Software Development strategies, initiatives, and efforts for both consultants and full time employees s Responsible for the architectural redevelopment of applications including MS CRM s Architected Software Development Strategies to achieve the status of an Enterprise Class Software Development

organization Key Accomplishments: s Developed and executed strategy to mitigate $3M spend with consulting firm by building and developing internal staff

resulting in increased efficiencies and future cost savings s Implemented organizational structure, software development structure, and business communications structure

within the Software Development Organization

PATRICK FULLER PAGE TWO

STATÊRA SOUTHWEST, Phoenix, Arizona 2006 - 2009 Business Development Executive (2008 – Present) s Spearhead business development initiatives to achieve revenue and profit goals by creating and executing aggressive

strategic marketing and sales plans. s Cultivate and foster strong business relationships with key channel partners to support growth objectives. s Transform the internal selling model to an effective external relationship building model. s Drive client retention and satisfaction efforts by identifying critical needs and developing solutions to foster stronger

relationships and confidence.

Key Accomplishments: − 45.64% project margins beating corporate average by 13.64% consistently. − Identify and capture five new Tier 1 Accounts generating $2 million in additional revenue streams. − Led process improvement strategy realizing cost savings. − 90% client retention rate.

Strategic Principal Consultant s Directed the development of business systems, including creating and implementing process flow efficiency models to

lower operating costs, reduce human capital, increase workflow automation, and a reduce errors. s Teamed with client development teams, client business units, client executive teams, and internal development teams

in the development of multiple types of applications leveraging Microsoft technologies. s Led the implementation of sales cycle management and tracking, leads management, and contact management and

reporting of Dynamics CRM3.0 and CRM4.0. s Aligned critical business functions by integrating business and technology systems and leading efforts to design and

implement complex business customizations. s Managed all aspects of projects ranging in value from $50,000 to $500,000, including defining metrics and compiling

executive level reports detailing status.

Key Accomplishments: − Streamlined operations by developing and implementing business processes and information systems. − Improved operational and financial reporting and forecasting by defining and instituting best practices adopted by

the financial departments, including SharePoint, Excel, Word, and PowerPoint templates. − Improved sales, marketing, and customer service group productivity by consolidating customer data sources into

a single repository. − Achieved recognition for consistent success receiving the Delighted Customer Award in 2006 and the Best Team

Win Award in 2008.

FULLER SOLUTIONS, Phoenix, Arizona 2003 - 2006 Principal s Developed end-user course curriculum and materials to support efficient operations and understanding of system and

application usage. s Served as primary liaison between customers and internal teams to support effective client relations and efficient project

management. s Directed operations, including managing finances, defining strategic direction, recruiting and retention. s Analyzed and evaluated technical architecture for outsourced IT and custom application development to identify

design flaws and inefficiencies.

Key Accomplishments: − Founded and grew an IT consulting business from the ground up and executing strategic plans to attain sales,

marketing, resources, and profitability goals successfully selling services and assets to Statêra Southwest.

TECHNICAL BUSINESS CONSULTANTS, Phoenix, Arizona 2002 - 2004 Director of Development s Managed the design, development, and deployment of projects for high-profile customers ranging in value from $10,000 to

$300,000 ensuring on-time and within budget completion.

Key Projects: Ø Managed an Audit Tracking System project for Nautilus Insurance Group from inception to completion while fostering a

strong client relationship. − Selected a four member development team, created coding standards and enforced best practices, and

instituted the use of peer code reviews; developed and executed a project plan with 100% efficiency.

− Realized cost savings of $50,000 monthly in external audit costs while generating $16 million in add-on revenues by leading a web development project allowing internal users to view audit policies and generate audits.

Ø Oversaw and led the development of a custom intranet/extranet system for the Arizona Army National Guard Core of Engineers; administered and tracked a $300,000 annual project budget ensuring all needs were met. − Developed and executed a multi-year master project plan and selected a five member development team

charged with creating the website and providing mapping and data charting capabilities. − Evaluated business requirements and managed portal development to access applications by public and private

sector entities, document management systems, data warehouse, and proprietary information. − Managed the design and implementation of a complex database used by both independent laboratories and

contractors providing a repository to gather historical data on environmental factors. Ø Directed the development of a custom intranet for the Arizona Criminal Justice Commission that allowed users to input

quarterly data to generate dynamic reports. − Supervised and managed the activities of four developers and analysts to meet all project milestones.

EDUCATION

UNIVERSITY OF PHOENIX – Phoenix, Arizona – Bachelor of Science in Information Technology

DB and Development

Key Technology Skills

• 25 years experience architecture, design and development of information analysis and distribution systems • Experience with Business Objects (Crystal Reports), Cognos, and Microsoft reporting technologies • Graphic technologies include Chart/FX, Dundas, Microsoft, and Cognos • Data warehouse design and development from initial data extraction through data mart automated administration • Implemented presentation technologies from Microsoft Digital Dashboard through SharePoint Portal Services • SQL database design and development • Extensive OLAP design, development and deployment experience • Development in C#, Visual Basic, Visual C++, Borland C++, Delphi, PowerBuilder

Professional Business Intelligence Experience

• PureBeauty o Designed and developed Business Intelligence solution for major retailer of cosmetic product and

services. Designed data warehouse and ETL to import data from client’s AS/400 based OLTP into SQL data warehouse. Implemented presentation solution using a combination of SQL Reporting Services and MS Office web components.

• Western United Insurance o Created BI solution based upon SQL Analysis services. Design ETL to import data from SQL Server

based OLTP into SQL data warehouse. Created portal application with extensive use of MS OWC and SQL Reporting Services for integration into existing executive reporting system.

• Mieco, Inc.: o Designed custom data extraction routines for creation of custom data repository. o Created information portal using MS Digital Dashboard and ASP to display repository data.

• Specialty Labs, Inc:

o Designed and developed a DTS based ETL solution for transferring transactional data from a large volume (approximately 500,000 rows daily) database into a SQL Server 2000 data warehouse.

o Designed Cognos based information portal for implementation by Specialty Labs staff. • CountryMedic, Inc.:

o Architected, designed, and lead the development of a medical portal serving different types of medical professionals using MS SharePoint Server.

o Creatively combined SharePoint and Digital Dashboard with back-end integration to SQL 2000 and various proprietary databases. Extended information analysis through addition of Microsoft OLAP technology.

• Advanced Healthcare Technology Systems:

o Designed, developed, and implemented Oracle to SQL Server 2000 data interface. o Developed intricate statistical analysis of provider activities using SQL stored procedures. o Designed and developed reporting solution utilizing combination of Cognos reporting/analysis tools and

Microsoft portal technologies.

• Hawaii Department of Education: o Designed and developed business intelligence web reporting for special education activities using MS

SQL Server 7.0, OLAP, Cognos Enterprise Server with PowerPlay, and ChartFX. o Designed additional reporting and analysis system used to fulfill state and federal auditing requirements.

Developed data import systems, dart mart strategy, and routines to establish metrics. Solution was a

mixed technology assortment with Chart/FX for static graphs, Cognos for interactive data analysis, Crystal Reports Analysis Services for ad-hoc reporting, Crystal Enterprise for report presentation and Microsoft for the OLAP engine.

• Intimetrix:

o Transactional and warehouse database SQL Server 7.0 design for multi-customer web based data collection, analysis, and reporting system. Coding of stored procedures, middle tier business objects, and ASP.

• Microsoft Corporation: o Digital Dashboard demo development for Cognos, integrating SQL 7 with Cognos Enterprise Server

database and cubes to be used as a sales tool displaying flexibility of both products.

• Dole Fresh Vegetables: o Data consolidation project involving the combination of multiple data sources including AS/400, IBM

DB2, Pervasive SQL, and Excel spreadsheets. Real time data import using Symbiator, SQL triggers, and custom listener services. Reporting was accomplished by with Crystal Reports in combination with automated distribution of spreadsheets via email.

• Pacific Life Insurance:

o Designed and implemented executive reporting solution utilizing Microsoft Digital Dashboard, Excel pivot tables and Crystal Reports.

• ARCO SmogPros:

o Designed and developed complete BI solution. Remote ETL to gather raw data from stores for consolidation into a single corporate data warehouse for corporate level consumption. A web based presentation layer was later created to query region and store level data marts. Back end technologies consisted of Microsoft SQL Server and OLAP services.

• CalHAC, a division of American Honda:

o Visual Basic development of custom management reporting application suite utilizing Crystal Reports. • Herbalife International:

o Visual Basic & SQL 6.5 integration with AS/400. Presentation was hard copy based generated with Crystal Reports.

Education

• A.S. Computer Science, Bakersfield College • B.A. Biology, University of New Hampshire

Sr. Database, Reporting, BI Consultant

OBJECTIVE Continued breadth of knowledge within the Business Intelligence arena, while leveraging cutting-edge Microsoft technologies to deliver comprehensive, value-add solutions that are in-line with “Best Practice” methodologies. EXPERIENCE Senior Business Intelligence Consultant August 2010 – Present Business and Decision, Inc., Scottsdale, Arizona Current Engagement -Sr. BI Developer, residing within a SQL Server 2008 R2, 64-bit environment. Working with SharePoint lists, Excel spreadsheets and SQL Server tables as data sources to design a comprehensive BI environment, capturing early education and financial data. Performing ETL by way of SSIS packages to move the data through a Staging environment, into an ODS landing area for reporting proficiency. Leveraging star schemas to build the data warehouse and SSAS Cubes to aggregate the Financial and Quality First program data. Generated over 50 SSRS reports to date, leveraging both T-SQL (stored procedures) as well as MDX to query the data sources. Documenting all efforts. Future efforts involve moving solution into Team Foundation Server and training client DBA’s on best practices to maintain solution. Will also demonstrate MS PowerPivot to finance team members, highlighting its effectiveness for proof of concept analysis. Business Intelligence Consultant July 2008 – July 2010 Phoenix, Arizona Last Engagement -BI Developer, facilitated migration efforts from SQL Server 2005 into a SQL Server 2008 R2, 64-bit environment. Phase I efforts consisted of designing an automated ETL solution; nightly data pulls from CenterPoint, an entry-level accounting application into an ODS and subsequent data marts via SSIS packages. Generated Phase I and II requirements documentation. Utilized a MOSS 2010 environment for team collaboration and document storage. Designed an Analysis Services Cube encapsulating Revenue, Client, Work Order and Resource data. Concluded Phase II efforts by creating an executive dashboard using Excel 2010 PowerPivot to display various Cube metrics such as Head Count, Revenue, Resource Utilization and Trending. Previous Engagements -BI Developer, facilitated data architecture changes for the new Legal Tracking System (LTS) application. Identified data inconsistencies, making a case for further application enhancements. Pulled data from disparate data sources, leveraging a staging area and ODS to corral Access, AS/400 and SQL data. Warehoused Client, Broker-Dealer, Lawsuit and Legal Cost data. Designed an SSAS Cube for trend reporting. Redesigned several high-visibility SSRS 2005 reports, using both the ODS and Cube as data sources. Documented all efforts and facilitated various meetings. -Data Architect, facilitated migration efforts from Oracle Manufacturing, AS/400 and MS Access source systems into a SQL Server 2008, 64-bit environment. Conducted ETL using SSIS packages for Staging, ODS and Data Warehouse population. Engaged in unit testing and performance tuning of over 300 packages. Engineered the Data Warehouse, leveraging a star schema design to maximize query performance. Documented design efforts, utilizing MOSS for documents storage.

Skills MS Access MS SQL Server Oracle MS Office Suite MS SharePoint/MOSS MS PerformancePoint Excel PowerPivot ProClarity Project Management MS Team Foundation Server Requirements Gathering RFP and SOW Writing Technical Sales – Demo’s Languages MDX T-SQL Visual Basic Methodologies Best Practice Ralph Kimball Agile/Waterfall Six-Sigma ISO Mil-Spec Certifications/Licenses MCTS – Microsoft Certified Technology Specialist: SQL Server 2008 Business Intelligence Development and Maintenance – In Process MCITP – Microsoft Certified IT Professional: Business Intelligence Developer 2008 – In Process Arizona Life and Health Insurance License

Designed an SSAS Cube and converted of over 50 reports that existed in various formats to SQL Server Reporting Services. Leveraged subscription feature of SSRS Report Manager for automated delivery. -Filled various roles on several high-visibility projects for numerous clients. Roles and responsibilities ranged from ETL Development, Data Architect, Report Development, Requirements Gatherer, Data Modeler, Cube Designer, and DBA. Wrote numerous RFP’s and SOW’s, creating and conducting demo’s to either gain or extend the business engagement. Business Intelligence Developer June 2007 – June 2008 TEKSystems, Phoenix, Arizona Engineered full-range Business Intelligence project solutions for Choice Hotels International. Conducted ETL processing for large data warehouse population, designed and configured an OLAP Cube to capture all Rate, Reservation, Stay, Transactional, Guest and Property data for drill-down analysis. Utilized Reporting Services to create extensive report catalog consisting of over 150 reports. Business Intelligence Developer December 2006 – June 2007 T3 Technology Solutions, Inc., Scottsdale, Arizona Leveraged Microsoft’s Business Intelligence stack of products to design and develop comprehensive data warehousing solutions for Comensura, Inc. Engineered ETL processing from flat files into a data warehouse and conducted sophisticated OLAP cube analysis for drill-down reporting. Utilized Microsoft SharePoint 2003, SharePoint Portal Server and Business Scorecard Builder, to provide Executive team with a web-based dashboard view of the business and provided account managers with client-specific web pages (linked from the dashboard view), from which Key Performance Indicators were monitored. Delivered custom, individual Scorecarding views for project team leaders from which key metrics were measured and created customized web parts as necessary, shaping individual web pages into client-specific content. Managed 20 User accounts, assigning permissions for viewable content and contribution status. Consultant December 2003 – December 2006 Simonik Enterprises, Inc., Alexandria, Virginia Provided Business Intelligence support for this upstart .NET consulting firm, conducting ETL processing, designing “red light/green light” dashboard visualizations for the Executive Management team and customized scorecards for the Sales team. Mechanical Design Engineer May 1992 – December 2006 Independent, Connecticut/Arizona Design and Manufacturing experience within numerous industries including Automotive, Military Aircraft and Submarine Simulation, Semi-Conductor, Telecommunications, Consumer Products, Food and Beverage. EDUCATION Mechanical Engineering Technology August 1990 – May 1992 Johnson and Wales University, Providence, Rhode Island

Martin Schoombee LinkedIn Profile

[email protected]

Summary

I have been specializing in the end-to-end delivery of Microsoft-based BI solutions (SQL Server, SSIS, SSRS, SSAS), using the Kimball methodology and design principles for the past 9+ years. I am extremely passionate about all aspects of data warehousing, and consider my expertise to be in the areas of dimensional modeling, ETL development, automation and optimization of BI processes. Being involved in all aspects of the development lifecycle in BI projects, my skills range from conceptual analysis and design to development, testing and imple mentation. I am very comfortable in gathering requirements, designing a solution and seeing it through until delivery. In addition to my Business Intelligence skills I also have some experience in web development (ASP; ASP.NET; HTML; COM+; VB Script) as well as limited exposure to Business Objects and Cognos.

Skills

Dimensional Modeling using Kimball Methodology

Database Design (OLAP and OLTP)

Data Warehouse Architecture, Design & Development

ETL Architecture, Design & Development

Performance Improvement & Automation

Microsoft BI Solutions

o Microsoft SQL Server (2000 - 2008)

o ETL Development (DTS, SSIS 2005 - 2008R2)

o T-SQL

o SQL Server Reporting Services (SSRS 2000 - 2008R2)

o Analysis Services (SSAS 2000 - 2008R2)

Achievements

FYI Systems: Technical Excellence Award (2010)

Oakwell Solutions: Most Productive Employee (2004)

Medikredit: Rookie Employee of the Year (2006)

http://www.linkedin.com/in/martinschoombee

mailto:[email protected]


Senior BI Consultant March 2012 – Present Insight – New York

Senior BI consultant focusing on the entire spectrum of Microsoft BI solutions and all surrounding aspects. My role and responsibilities include the following:

Assist Sales and Account Executives with pre-sales.

Facilitate technical discovery exercises and plan, scope, estimate, architect and deliver solutions as a result of the discovery.

Perform health assessments on Microsoft BI environments, and implement the resultant best practice recommendations.

Act as technical advisor to clients.

Provide technical training.

Support and assist management in all activities related to growing and building the team.

Projects included the following:

Utilization Project (internal)

o Designed & developed a data mart, cubes, dashboards and reports to report utilization metrics and KPI ’s of consultants to management.

o Technologies: SQL Server 2008 R2; SSIS 2008 R2; SSAS 2008 R2; SSRS 2008 R2; T-SQL; MDX

Dashboards/Reports for Microsoft System Center Configuration Manager (SCCM)

o Responsible for the entire process from discovery to delivery.

o Implemented key enhancements to the existing process which extracted weekly snapshots from SCCM.

o Designed, developed and implemented dashboards and reports to report on client health over time.

o Technologies: SQL Server 2008; SSIS 2008; SSRS 2008; SSAS 2008; ASP.NET; T-SQL

BI Environment Health Assessments

o Assessments of complete BI environments.

o Made recommendations to improve the design and performance.

o Implementation of the recommendations.

o Technical user training, to ensure ongoing performance and success of the environment.

o Technologies: SQL Server 2005; SSIS 2005; SSRS 2005; SSAS 2005

BI Environment: Upgrade from SQL Server 2005 to 2012

o Responsible for the installation and configuration of new 2012 instance .

o Performed the migration of all data structures, data, cubes and reports to the new SQL Server 2012 environment.

o Resolved all upgrade issues while documenting it for further reference.

o Trained internal staff on the upgrade procedures and steps followed.

o Technologies: SQL Server 2012; SSRS 2012; SSAS 2012

SSRS Reports for Call Center

o Developed analytical reports for a call center, extracting data from SQL Server as well as SharePoint lists.

o Reports provide visibility into agent schedules in conjunction with call volumes,

enabling management to make better scheduling decisions.

o Technologies: SQL Server 2005; SQL Server 2008 R2; SSRS 2008 R2; SharePoint 2010

BI Consultant Jan 2009 – March 2012 FYI Systems – Parsippany, New Jersey

BI consultant specializing in the design, development, delivery and optimization of Microsoft BI solutions. In addition, I also assist Account Executives in pre -sales activities and act as advisor to other colleagues on technical issues.


Various ETL Projects for a Major Publisher

o Weekly POS (point of sale) data imports from various sources into Oracle data warehouse.

o Integration of financial systems with the general ledger (MS Dynamics).

o Technologies: SQL Server 2005; SSIS 2005; ASP.NET; Oracle; T-SQL

Price Modeling Tool for a Major Retailer

o Responsible for the design, development, automation and implementation of the back-end systems which facilitate the entire process.

o Technologies: SQL Server 2008; SSIS 2008; SSRS 2008; SSAS 2008; ASP.NET; T-SQL

BI Assessment & Optimization for a Financial Services Company

o Assessment of entire BI environment.

o Made recommendations to improve the design and performance.

o Implementation of the recommendations reduced ETL load times from 10+ hours to minutes.

o Mentored internal staff in making further ETL improvements.

o Assisted with initial requirement gathering process to initiate a complete redesign of the data warehouse environment.

o Technologies: SQL Server 2008R2; SSIS 2008R2; SSRS 2008R2; SSAS 2008R2 ; T-SQL

Reporting Product for a BPM tool

o Reporting add-on developed to provide visibility into all processes within a well -known BPM tool.

o Technologies: SQL Server 2005/2008; SSRS 2005/2008; Dundas Charts ; T-SQL

Data Warehouse Technical Lead Apr 2006 - Dec 2008 Medikredit – Johannesburg, South Africa

Acted as technical lead in a data warehouse environment of over 1TB in size. The data warehouse was hosted in SQL Server 2000, with a Cognos 8 front -end for reporting.

Responsibilities included the following:

All DBA functions (excluding hardware maintenance) .

Capacity planning & monitoring.

Performance tracking & improvement.

Enhancements.

Development.

Maintenance.

Automation.

Error resolution.

Testing.

Implementations.

Source & version control.

New projects.

Advisor to junior team members.

Accomplishments/Achievements:

Automated all data warehouse processes.

o Daily ETL processes

o Data validation

o Monthly ETL processes and aggregations

o Cognos cube builds/updates

o Report generation

o Database maintenance and backups

Reduced daily ETL load times significantly .

Implemented a backup strategy to reduce backup times.

Implemented source control and development guidelines .

Developed bespoke reporting solutions for pharmaceutical clients .

Consolidated the two existing data warehouses into one.

Technologies: SQL Server 2000; DTS; SSRS 2000; T-SQL; VB Script; Red Gate Tools

BI Consultant May 2005 - Apr 2006 Synergy Computing – Johannesburg, South Africa

Responsibilities:

ETL development with MS SQL Server, utilizing MS DTS/SSIS and Stored Procedures (TSQL).

Pre-sales and technical support on various client sites.

Pre-sales, installation and technical support for a web analytics tool.

Industries: Mining; FMCG.

Technologies: SQL Server 2000/2005; DTS/ SSIS 2005; T-SQL; Stored Procedures; VB Script

Software Developer May 2002 – Apr 2005 Oakwell Solutions – Johannesburg, South Africa

Designed and developed custom software applications, utilizing Microsoft technologies. Also acted as technical account manager, ensuring the satisfaction of the client and growing the account.

Exposure to Business Objects, and attended a Universe Development training course.


Data Warehouse for a Fleet Management Company

o Designed and developed data warehouse to provide all clients (mostly government agencies) with parameterized reports on demand.

o Data warehouse and reporting platform eliminated the production of manual (paper-based) reports, and saved a signi ficant amount of man-hours.

o Online reporting platform became a key factor in securing an extension of a very large government contract.

o Technologies: SQL Server 2000; DTS; SSRS 2000; ASP; ASP.NET; HTML; DHTML; VB Script; T-SQL; COM+

Website for a Restaurant Chain

o Responsible for the front-end development, utilizing a custom built content management system.

o Technologies: SQL Server 2000; ASP; HTML; T-SQL; VB Script; COM+

Asset Tracking System for a Tire Manufacturer

o Responsible for design and development of departmental software application to track and manage company cell phones.

o Technologies: SQL Server 2000; ASP; HTML; T-SQL; VB Script; COM+

Data Warehouse for a Hotel

o Short-term involvement. Project was halted due to client’s financial situation .

o Technologies: SQL Server 2000; SSRS 2000; ASP; HTML; T-SQL; VB Script; COM+

Education

Bachelor of Science in Information Technology

University of Johannesburg (formerly Rand Afrikaans University)

Microsoft Certified IT Professional

Business Intelligence Developer 2008

MCP ID: 2950875

Professional Courses (Non-certified)

Cognos 7: Framework Manager Model Development

Business Objects: Universe Development

MS Project

Dimensional Modeling

Graduated 2001

Completed Sep 2011

Completed 2005

Completed 2004

Completed 2004

Completed 2003

Kevin James

Executive Summary Kevin is a highly experienced technology professional with over fourteen consecutive years of Microsoft solution design, DRP, and infrastructure consulting. His high level diverse background in computer industry technical customer services, software and hardware product support enhance his breadth of technical and industry knowledge and experiences.

Key Career Accomplishments • Architected and implemented Active Directory for 400,000 users at one of the United states largest

community colleges. Architecture provides single source authentications for ten semi-independent community college campus and includes a multitude of custom active directory object attributes with special security descriptors.

• Re-architected and upgraded a nationwide provider of technical education training for students seeking careers as professional automotive, diesel, collision repair, motorcycle and marine technicians. Upgrade included Active Directory 2008 R2 implementing advanced directory services; recycle bin, fine grained password policies, and read only domain controllers.

• Architected and implementation planning inter-forest consolidation for one of the recognized best private online and campus Univerisities. The 40,000 user Active Directory consolidation will implements advanced Directory Services, Identity Management solutions, Public Key Infrastructure, and Federation Services.

• Performed numerous Microsoft Windows Active Directory Health check assessments and subsequent issue remediation’s

• Developed several Proof of concepts for Server Consolidations with Microsoft Hyper-V and System Center Virtual Machine Manager

• Led team of senior technology consultants in planning and executing a datacenter server consolidation project for an international financial services customer.

• Planned and executed several Inter-Forest Microsoft Active Directory migrations and consolidations • Performed numerous Microsoft Exchange migrations for manufacturing, financial services, railroad,

and health industry clients. • Led successful execution of worldwide disaster recovery and business continuation teams for a major

international financial services corporation following complete loss of New York corporate offices on September 11th


2001.

• Solution Architect designing and implementing advanced infrastructure technologies for identity management solutions, mergers and aquistions, and restructures.

• Managing Partner of a Microsoft Consulting and Solutions company providing innovative and custom integrated services solutions to regional medium and small business.

• Microsoft Consulting Services – Senior Infrastructure Consultant - Industry Solutions Group - Financial Services West. Providing Enterprise Infrastructure and DRP Consulting to financial services industry market leaders in the western regions.

• Hewlett Packard Company – Senior Infrastructure and Messaging Consultant – Architecting and delivering Enterprise infrastructure and messaging solutions and projects to HP Nationwide Enterprise Customers

• Digital Equipment Corporation – Senior Regional Product Support Engineer. Provide third level escalation technical and problem resolution support for all company hardware and software products. Serve as field liaison to corporate product groups and represent senior local field management to end users and customers.

Education, Certification, Memberships • Microsoft Most Valuable Professional – Windows Server System – 2007, 2008, 2009, 2010. • DeVry Institute of Technology – Electronic Technology and Computer Science • Microsoft Certified System Engineer • Former Novell Netware Master CNE • Former Novell Netware Enterprise CNE • Former CISSP

Solution Architect- Exchange and Lync

Resume of Scott Robinson Page 1 of 5

Skills • Exchange Architecture and Implementation • Exchange Cross Platform Migrations and

Transitions • Novell/GroupWise Migrations using Quest NDS

Migrator, Quest GME • Lotus Domino/Notes Migrations using Quest

NME, and Co-existence manager for Notes • Cross Forest Exchange/AD migrations using

QMM for AD, QMM for Exchange, ADMT and native Exchange migration tools.

• Veritas Net Backup and Backup Exec Expert • Server Migrations and Virtualizations • VMware ESX 3.5 and 4.x

• Active Directory Migrations and Optimization • Network Infrastructure Design &

Implementation • Powershell and VBscripting • System Center Operations Manager Architecture

and Implementation • Citrix Server Farm and MS- Terminal Server

Architecture and Administration • Novell, NT 4.0, and Unix migrations to

Windows 20xx and Active Directory • Hyper-V Virtualization • Microsoft Cloud Services • Forefront Online protection suite


Senior Consultant October 2007-Present Insight and Ensynch Phoenix, AZ • Provide consulting services and migration expertise for enterprise customers. Some of the work includes:

• Responsible for migrating over 15,000 users from Novell, NDS, and other AD/Exchange Forest and GroupWise into Windows 2003 Active Directory, Exchange 2007 and Windows file and print services. The first part of the project was to convert the Novell Netware and NDS infrastructure along with the NT 4.0/Windows 2003/2000 domains to the new Windows 2003 and Active Directory. The second half of the project involved converted 15,000 GroupWise users to Exchange 2007. Duties include executing the migration process using the Quest NDS Migratory, GroupWise Migrator, QMM AD and QMM Exchange tools along with addressing and issues before and after the migration. During the implementation phrase of the project, I was the lead technical engineer responsible for troubleshooting and fixing any major problems within Active Directory, Exchange or Windows 2003. This included executing the conversion of Novell Directory services to Windows 2003 Directory services and Netware File and Print services to Windows 2003 File and Print services. Tools used: Quest NDS Migrator, QMM for Exchange and GroupWise Migrator for Exchange.

• Designed and delivered Exchange 2010 and Lync 2010 deployment for a global firm. • Designed and implemented a Lotus Domino/Notes migration to Active Directory/Exchange 2010 for a

1600 user seat environment. This migration had a extended co-existence so Co-Existence manager for Notes was also used. This solution was built for high-availability and site resiliency designed to meet a 4 9’s SLA for service availability. Tools used: Notes Migrator for Exchange, Co-Existence manager for Notes.

• Architected and implemented a migration approach for a 3000 seat customer that had made several recent acquisitions. This migration was for both Exchange and Active directory and entailed moving 5 separate Active Directory forests into one final consolidated forest in one unified domain. Tools Used: Quest Migration Manager for Active Directory and QMM for Exchange.

• Architected and implemented several Office Communications Server deployments to more than 5000+ client seats total. These solutions included the design of Enterprise voice architecture and cross-platform integration with telephony providers such as Nortel, Cisco and Avaya.

• Designed and implemented a Quest Collaboration Services solution for a 1200 seat company to allow a client more time to prepare the source environment for migration. The original intent was to use QMM to move to the target environment, however after a proper discovery was done on the environment it



was determined that the source environment was unstable. QCS allowed the 2 organizations to co-exist from a GAL/Free-Busy perspective while working to stabilize the source environment. Tools used: Quest Collaboration Services

• Architected and implemented a Forefront Client Security solution for a client while removing their existing solution without end user interaction.

• Performed Application performance evaluations for clients to determine potential bottlenecks in server design, virtualization, storage, networking, and application issues.

• Responsible for architectural design and implementation over 300 users from an acquisition AD/Exchange 2003 Forest into the target Windows 2003 Active Directory and Exchange 2007. Tools used: QMM for Exchange, ADMT.

• Responsible for architecting and implementing System Center Operations manager for enterprise clients. Management pack deployment and tuning for the following management packs: Active Directory, Exchange 2003, Exchange 2007, SQL 2005/2008, BizTalk 2009, Cisco Network Switches, APC Management, HP Blade Center, and Windows/Linux Servers.

• Responsible implementing an Exchange 2007 environment for DHL in order to transition users from US based servers to Kuala Lumpur. 25,000 users from Exchange 2003 to Exchange 2007 using native Exchange tools

IT Manager August 2006-September 2007 NBS Temecula, CA • Responsible for recommending, implementing, and maintaining networking and server equipment for

NBS’s growing technology needs. This included 14 servers (8 physical and 6 virtual machines on VMware), 50 workstations, 4 offsite users using remote computers and remoting into our IP phone system, 13 blackberries, 4 windows mobile devices, and an Avaya IP Phone System.

• Migrated several windows 2000 servers to windows 2003 including upgrading our active directory infrastructure to windows 2003 Native.

• Replaced two aging Dell Powerconnect switches with Cisco 3750 switches for the server segment and later upgraded the two client segment dell switches to Cisco 3750’s as well resulting in an increase from 75% to 99.9% uptime and system availability and provided a availability application to track server and network availability and report those figures via a intranet site.

• Implemented NAS solution to consolidate data storage and increase reliability and backup recovery time by implementing snapshots.

• Manager responsible for supervising one desktop support tech and managing the IT Department’s 18 month rolling budget.

• Initiated vendor relationships to control cost and maintain high-level quality assurance. • Trained various departmental groups on Microsoft desktop applications in intermediate and advanced

classes. • Retired an older windows terminal server, replacing it with a Citrix Presentation Server 4.5 server hosting

not only the existing terminal server users in addition several apps that were rarely used. Saving the company thousands of dollars in licensing costs.

• When I came on board with NBS, many users as well as several customers complained of slow network access. With no monitoring software in place, I had no idea as to our usage. I researched and purchased Solarwinds network monitoring software and was able to see our usage as on average 98% of our internet capacity. I then was able to make the business case for internet service upgrade, which in turn calmed all complaints of network access speed.

• Responsible for administration of two SQL servers for our development. One SQL 2000 server and one SQL 2005 server. This included creation of databases, tables, and stored procedures for data access by end users.

• I was responsible for standardized deployment of our desktop environment based on Dell Optiplex computers and Windows XP Professional. I designed and deployed a standard image for these computers slipstreaming hot fixes as well as common applications such as the Office Suite. As Vista became available via TechNet, I started testing and designing images for the deployment of that image to new, PC’s as well as an upgrade path for existing workstations.



Network / Systems Administrator January 2005-August 2006 CompuTrus Inc. Lake Elsinore, CA • In charge of a medium sized business LAN/WAN Infrastructure with 11 Windows 2003 servers, including

Exchange and Citrix, 2 Linux Servers, 60 workstations and several offsite employees. • Upon moving to the current office location, I upgraded our outdated Nortel 450 network switches with

Nortel 470 devices. • Manager responsible for supervising 1 desktop support tech and managing the IT budget for the company. • Trained various departmental groups on Microsoft desktop applications in intermediate and advanced

classes. • Upon arriving at this position, I was charged with upgrading all existing critical services running on

outdated equipment onto newly purchased servers from Dell. This included migrating data from a Microsoft small business server 5.5 Exchange store to Exchange 2003, migrating several SQL databases, and moving over a terabyte of data onto raid disks from the existed non-raid systems.

• Responsible for the creation and upkeep of network documentation including network LAN/WAN layout, server configuration, disaster recovery, and standard for builds of workstations, laptops, and servers.

• Responsible for creating and following quarterly budget for network, server, and workstation expenditures.

• Responsible for the day-to-day upkeep of all servers, networking equipment, and workstation at the company and make recommendations to management regarding the purchase of new equipment and technologies to further promote the company’s business stability and expansion.

LAN Analyst / Windows Systems Administrator / Blackberry Administrator

January 2004-January 2005

Contract with ARC @ Guidant Corporation Temecula, CA • Participated in the planning, design, coordination, and installation of new and modified LANs. Performed

troubleshooting, diagnostics, research, evaluation and documentation of various LAN and data communications solutions and alternatives. Provided technical analysis and consultation on basic to complex LAN design and configuration issues regarding LAN connectivity and operability. Coordinated the installation of equipment, lines, and software necessary to meet the area’s LAN requirements. Prepared instructions and documentation for installation, monitoring project status, Visio network diagrams with links to underlying network utilization and link status web pages, and standardization of LAN configuration.

• Designed and installed new Cisco LAN infrastructure for a newly purchased building. Design included developing divergent path redundant WAN links to the site as well as designing fault tolerant LAN infrastructure to insure maximum uptime for critical users moving into the building. Final design was a DS-3 for the main line to the building with an 802.11a wireless bridge backup. The LAN was comprised of a layer 3 core of two Cisco 6509’s running 1000LX fiber to a stack of 2 Cisco 3750’s at the IDF. Fiber was ran between both 6500’s and fiber was run from each 3750 to both 6509’s. This ensured that if any one component were to fail that the stack would not lose connectivity.

• Responsible for the administration of two Ciphertrust Ironmail spam appliances. Duties included development of rules to block spam as well as writing exceptions to ensure legitimate email continued to flow through the corporation. Currently participating in a team effort to retire the old Cipher trust 210 appliance and replace with a new Cipher Trust 345 appliance more capable of handling the load that our enterprise put on them.

• I was a member of the Virus outbreak response and prevention team. Responsible for maintaining the day-to-day operation of the Trend Micro virus platform in place. This included Trend Micro Server Protect agents on all windows servers, Trend Micro Scan mail for Exchange monitoring on all exchange servers, and 2 Trend Micro Interscan Virus Wall servers scanning all incoming mail as it arrives into our organization after being routed through our Unix team’s sendmail server.

• As a member of the exchange team coordinated joint efforts between the exchange team and the UNIX



systems administration team regarding matters involving send mail and communication between sendmail and the windows server environment.

• Participated in Exchange 2000 to 2003 conversion. We took 10 exchange 2000 servers and converted and consolidated down to 1- 4 node Exchange 2003 Cluster using a Netapp san backend for data storage. This move included ~ 3000 users.

• Part of a team of 3 System Administrators that are responsible for managing 250 windows servers out of the total 530 in the company. Our team was responsible for west coast and Asia- Pacific, installing new servers, and performing day-to-day operations such as back up and virus protection.

• Designed and implemented ongoing management, maintenance, documentation, performance monitoring and support procedures, backup and disaster recovery plans, network usage for critical corporate networks.

• Used Network Associates Sniffer Pro and Ethereal to examine packets for protocol specific network performance troubleshooting.

• Installed 2 Exchange Blackberry Servers and distributed Blackberries (models 6210, 6280, 7210, 7510, 7780, 7710t, and 7280) to sales force, middle to upper management, and IT support staff. Managed accounts using Blackberry Server Management software as well as supported end user PIM cradle synchronization with Blackberry Desktop Manager.

• Designed and implemented a system to convert users currently on Blackberry server 3.6 to be able to seamlessly migrate to 4.0

• Developed High Availability solution for Blackberry server using 2 Blackberry servers and cross SNMP traffic to determine current connection status to the network.

• Installation and configuration of Blackberry wireless devices to include device orientation, instruction and device troubleshooting.

• Assisted in pilot program for enterprise uses for HP IPAQ Pocket PC devices. These programs included wireless messaging, push based wireless messaging, and inventory management.

On-Site Installation Manager August 2002-January 2004 Home Media Solutions Lake Elsinore, CA • Responsible for the day to day operations of the company to include: Ordering of parts from vendors,

Preparing estimates and invoices for customers and managing the install teams to make sure jobs are being completed in a timely manner.

• Evaluated customer’s new-home blueprints for wire-pathways, speakers, audio/ video equipment, and networking device locations.

• The company provided wiring and solutions for audio, video, voice, and data. This included wiring of wired Ethernet networks as well as wireless networks; Installation of hubs, switches and routers for distribution of high speed Data/Voice/Video services.

3G Cellular Site Upgrade Technician November 2001-March 2002 Network Communications Installation Fullerton, Ca • Responsible for inside shelter conversion of AT&T Wireless Communications cell sites from 2nd generation

systems to 3rd generation systems. • Installed and configured new 3rd generation voice/data equipment.

Senior Desktop Support Technician August 2000-June 2001 Contract with GDR @ Broadcom Corporation Irvine, CA • Provided Technical Support to approx 5000 users, including remote users using Citrix from home and

users connecting via VPN/ Dial-Up from the road. Overall, the Desktop Support/Helpdesk Department averaged 150 calls a day with an 85% first call resolution, with the remaining 15% being resolved at the users’ location by desktop support staff.

• Provided direction and assistance to the helpdesk personnel. Identified and initiated resolutions to user problems. Performed software and hardware product evaluation, installations, testing and technical



support. Addressed desktop issues including: standardization, purchasing, systems configurations, documentation and training.

• Responsible for the implementation, preparation, imaging, and deployment of Windows 2000 Professional for new Laptops and Desktops and migration of current computers to current standards.

• Supporting the LAN Analyst as a backup, supports operation and application of network systems. Helping to support new users, configure network printers and workstations. Installing and configuring software/hardware and configure it as needed.

Information Systems Coordinator March 1997-March 2000 United States Marine Corps Camp Pendleton, Ca • Acted as the senior systems administrator and network engineer for a battalion (~1000 personnel).

Responsible for overseeing the deployment and maintenances of all data communications within the battalion and coordinating with unit leaders to identify their network needs. Lead, supervised, and delegated responsibilities among a team of 3 personnel. Established a clear and efficient method to handle trouble calls, projects, and developments within the section. Continued to participate in the direct maintenance, repair, and support of the LAN/WAN and its components. Managed client-server services and user accounts.

• Rebuilt and reconfigured Banyan Vines, Novell, Windows NT, and Lotus Notes servers. Providing 1st, 2nd, and 3rd level support for users and command groups. Coordinated procedures and conducted training of proper use, safety, and security of data, software, and hardware.

• Conducted a Banyan Vines to Exchange 5.5 migration shortly after arriving to the battalion. • Managed project to upgrade existing Thick net network at 3 Battalion sites to hub and spoke Ethernet

design using Cisco 2100 series routers and 4500 series core. • Designed a highly redundant network infrastructure utilizing Cisco routers and Catalyst switches utilizing

HSRP/ VRRP for a 7/24 environment. • Developed project plans based on budget and timelines. Managed team of three during project

implementation. Conducted system performance and security audits. Authored audit reports. • Proactively researched issues that could impair the integrity of servers in current production environment,

including: directory services issues, security holes, issues with current patches, high server utilization, etc.

Education • Quest Certifications – QMM for Exchange, QMM for Active Directory, Notes Migrator for Exchange,

vWorkspace • Microsoft Lync Ignite Training • Microsoft OCS Ignite Training • Microsoft Certified Professional • Project Management Training - Griffin Tate • United States Marine Corps, Computer/Radio Repair. Course work included Electronic • Theory, Computer Repair, Troubleshooting, Networking, Windows NT, and Banyan Vines.

Messaging/UC/Infrastructure Sr. Consultant

Executive Summary Jonathan is a veteran systems engineer with thirteen years of experience in various Information Technology businesses, including financial, Healthcare, Education, and Technology. Of the thirteen years seven were spent on operation teams, and six as a consultant.

Key Career Accomplishments • Microsoft Exchange consultant experienced in architecture, implementation, operational support, and

cross platform migrations. o Delivered Microsoft Exchange 2007, 2010 and OCS/Lync solutions to Enterprise customers. o Delivered Messaging Archiving solutions.

• Provided Cloud Services deployments and implementation assessments for key global customers o Business Productivity Online Suite o Office 365 Beta – Early Onboarding Program

• Microsoft Active Directory consultant experienced in architecture, implementation, and legacy directory migrations.

o Migrations included user, group, workstation, and server objects. • Implemented Microsoft ILM for use with directory (AD, Lotus Notes, NT, and Exchange) and mail

migrations. • Participated in a Sarbanes-Oxley review for an enterprise class messaging environment. • Deployed SMS 2003 for use with an enterprise wide desktop refresh.

o Application packaging and deployment.

Professional Experience • Insight-Sr. Consultant (through Ensynch acquisition) • Desert Schools Federal Credit Union: Systems Engineer • Apollo Group Inc: Sr. Exchange Administrator • Motorola: Regional Leader Latin America and Asia Pac Operations, Sr. Exchange Engineer • Northern Trust Bank: Lotus Notes Administrator • BP – Cloud Services Advisor

Education, Certification, Memberships • Coursework in Criminal Justice, University of Phoenix Online • USAF Technical School, United States Air Force • Microsoft Certified Systems Engineer • Microsoft Premier Deployment Ignite

Microsoft Developer SUMMARY OF SKILLS General: Extensive experience with both web-based development and workstation applications, as

well as communication of content between the two. Have current .NET and web development skills.

Details: Win32 PC – all available MS OS, Linux Fedora Core and RH C#, .NET, Visual Basic 1.0 - 6.0, VB.NET, MS Access, C++, T-SQL, SQL, HTML, CSS, XML, Jscript, JavaScript, VBScript, Active Server Pages (Classic ASP), ASP.NET, Linq. MS Word, MS Excel, ERWin, MS SQL Server 4.21 – 2008, Crystal Reports, Visual SourceSafe, Subversion, Visual Studio, Visio, IIS, Sheridan, FarPoint, Videosoft, Cresent, ComponentOne, Infragistics, DotNetNuke, COM, COM+, DAO, RDO, ADO and other ActiveX controls.

EXPERIENCE Systems Engineer/Software Engineer Designed and developed custom business solutions using a wide variety of tools including: ASP.NET, C#, Visual Basic, Active Server Pages (Classic ASP), XML, C++, Access, and SQL Server. Motorcycle Parts And Accessory Ecommerce Site (09/08 ) Ride.Net

• Designed and http://www.ride.net for motorcycle people looking for a great deals. The site was developed from open source software, but has been heavily modified to suite the client’s needs. It was developed using ASP.NET, C# and SQL Server 2008 for data management.

• Created desktop applications in C# to scrape data from vendor websites and PDF files. The data was then inserted into the ecommerce data system.

• Created desktop application in C# to change product descriptions, update product pictures, and assign products to categories.

• Develop new SQL tables and stored procedure to change the software to meet the client’s needs. Faculty Activity Reporting System (01/08-08/08), ASU

• Maintained website and application to track classes, publications, and awards for professors (http://far.asu.edu) and staff (FAR). The information is entered by the professors and administrators and stored in multiple databases including Oracle, Sybase, and SQL Server. The information is also sent to a third party through SOAP. Enhanced the integration between the third party and the ASU web site. When the professors are evaluated their Dean logs into the website views the professor’s information. The Dean then enters evaluation information which is stored both locally and sent to the third party data store through SOAP. Use Subversion to check in and track changes to the code base.

• Created console applications in C# that run on a schedule to gather the locally stored data and send the data through XML (SOAP) to a third party system. The console application verified the integrity of the data and wrote out log files and emailed errors.

• Changed FAR to use Master Pages instead of a static design system. Then implemented a new design to match the next release of the system wide ASU theme.

Website Front Page Changes (10/07 – 01/08), GoDaddy

• Took designer requests and changes to the home page and market pages on GoDaddy.com. I used a combination of classic ASP, HTML, CSS, and JavaScript to alter the website with new marketing specials and new information.

• Used SourceSafe to track changes to the code. Aviation News and Information (8/05 – 10/07), FlyingNews

• Designed and developed a website for aviation enthusiasts. The site supplies current news and events, supported by directed advertising. Development included customizing DotNetNuke, incorporating RSS feed components and integrating SQL Server 2005 for data management.

Construction Management Web and Client/Server Application (10/01 - 06/05), AccuDraw

• Maintained existing business applications while also designing and developing new business applications for web and client/server applications for title companies, banks, lenders and borrowers to track the flow and distribution of construction funds.

• Maintained and enhanced a Visual Basic 6.0 and C# application that synchronized a client’s desktop application database to a server database.

• Developed and maintained a desktop application written in Visual Basic 6 and C++ used by title companies, banks, and builders to track construction funds. Information about the construction project, including the companies involved and how much the cost were entered into the application and as the construction project progressed, the cost were updated. The participants in the construction project could track spending and costs. Components from Infragistics and ComponentOne were used for data entry and display controls. The application included several Crystal Reports to detail current financial information. A local MS Access database retained local data which was synchronized with a server database located on the Internet.

• Maintained the web application that was used by participants to track the flow of monies and respond to messages. The site was developed using Windows 2000, Visual Studio, Active Server Pages, ASP.NET, C#, JavaScript, CSS, and HTML.

Rent Data Collection Application (07/01 – 09/01), Reality Data

• Created a desktop application in Visual Basic 6.0 to interface with third party rental property management applications and collect rental data. The application searched for changes in the data and synchronized with a central SQL Server. The application also searched the central database for modifications and synchronized the third party applications with the server content.

• Developed a synchronization application that queried a specific website for updates. When an update is needed the program automatically performed the download, then incorporates the update into a local application.

Procurement Application (06/01 – 07/01), GH Aerospace

• Designed and developed a custom application using Visual Basic 6.0 for automated web-site content review. The application was targeted to examine zip file content on government web sites for the identification of business opportunities. The application unzipped the data file and inserted this data into an Access 2000 database. The application opened an existing FoxPro database and compared existing part numbers against downloaded RFQ information. When the application found a match, the program would print a report and highlight matched part numbers found in the RFQs

Part Inventory/Failure Analysis Web and Client/Server Application (07/00 – 06/01), Exponent

• Project leader and key technical contributor in the development of a web and client/server application that tracked parts and system inventory for a communication, navigation, and weapon

sight system for the U.S. Army. The site was developed using Win2000, InterDev, Active Server Pages, JavaScript, VBScript, CSS, HTML, Remote Scripting, and MS SQL Server.

• Project leadership responsibilities included system analysis, technical assistance to junior team members, system design including extensive documentation, meeting coordination, and purchase of needed software and hardware for the team members. Key development areas included:

• Developed reports using Crystal Reports to display the current system/part information delivering high quality reports through web browsers to subscribers worldwide.

• System administrative functions included setting up the web site and permissions in IIS, and installation of COM+ objects in Computer Services.

• Analysis and development made use of ERWin to design and develop the SQL Server database. Database development included custom indexes, stored procedures, triggers and relationships between tables. Used T-SQL to build dynamic stored procedures.

• Developed encryption/decryption COM+ objects using Visual Basic 6.0, accomplishing the security requirements for the site. When a new user was added to the system, the COM+ object encrypted the password, and stored the encrypted data using SQL Server into the database. The COM+ object was also used when a user logged into the web site to decrypt the password from the database and compare the entered password to the stored password.

• Developed a Visual Basic 6.0 client/server application that matched the functionality of the web site, but was used by people inside the corporate network. This application met requirements for a richer user interface and ease of use by internal personnel.

Auction Web Site Development (04/00 – 06/00), InteSource Performed system consultation and development of the next version of a business-to-business reverse auction website, the site allows grocery suppliers to bid on business from top grocery stores from around the nation. This site was developed using Win2000, InterDev, Active Server Pages, JavaScript, HTML, and SQL Server. Key areas of development included:

• Performed system administrative functions, including setting up the web site and permissions in IIS, and installation of the COM+ objects in Computer Services.

• Visio was used to design the normalized SQL Server database. Developed the indexes, stored procedures, triggers and relationships between tables. Used T-SQL to develop the stored procedures that inserted and updated the records.

• Created a COM+ object to send announcements and promotional emails using XML. The COM+ object read a XML file and used the information as a template. The object would connect to the SQL Server and use the data to fill out the template, and then send the email.

EDUCATION Washington State University, Pullman WA B.A. in Business Administration, Management/Information Systems, May 1992

Service and Operations Consultant QUALIFICATIONS 10+ years’ experience in diverse professional environments including hospitality, education, technology, logistics, financial services and not-for-profit. Bachelor’s degree in Business with a minor in Marketing. CORE COMPETENCIES IT Service Management ITIL v2 IPSR, IPRC, v3 Foundation ISO/IEC 20000 Professional

Program/Project Management Relationship Management Business Process Improvement

MOF Account Management Continual Service Improvement

PROFESSIONAL EXPERIENCE IT Project Management Specialist, (Consultant) Tempe, AZ 10/2011 – 09/2012 Developed and maintained Service Catalog for unified collaboration tools (MS Lync, Mobile Devices) and

telecommunications. Created Service Delivery Project (SDP) documentation for Mobile Device Management (MDM) initiative.

Lync readiness and adoption rollout involving webinars, training sessions and end user feedback forum sessions.

Monthly review of Critical Success Factors (CSFs) to maintain and update Key Performance Indicators (KPIs). Service Management (Consultant), Ensynch, Inc., Tempe, AZ 01/2011 – 10/2011 Assessment of business daily operations to understand current policies and procedures. Report on identified

gaps, current state and recommendations for a desired future state. Initiatives with Maricopa County Educational Services Agency (MCESA), Good Samaritan Hospital and HFI, leading supplier of automotive interior products.

Pre-sales support for large bids for the Microsoft System Center Service Manager Suite. Assist in development of proposals and market offerings in the process consulting area.

Define and improve Service Strategy Service Design, Service Delivery, Service Transition, Service Operation processes/activities leveraging ITIL and MOF in customer organizations.

Service Owner, Service Delivery, Apollo Group, Phoenix, AZ 05/2010 – 12/2010 Consultant via Ensynch, Inc., 05/2010 – 08/2010 Hired as a full time employee August 2010. Initiated and managed the scope definition process, and directly managed client-specific IT projects, including

developing as needed: project specifications, scope, plans, budget, service-level agreements, risk assessment, alignment of resources, and communications plans.

Contributed to the strategic planning for new or enhanced IT services or service bundles based on client input and knowledge of client business needs. Participate with the sponsoring ITS department(s) in the requirements gathering, service assessment, and development of new services and documented and tracked these initiatives via Service Improvement Plans (SIPs) for Oracle financial solutions. Oracle vendor management; Executive Leadership weekly reporting and escalation of severity one tickets.

Daily tracking and reporting of incidents, problem management and request for change. Monthly Continual Service Improvement reporting.

Service Management Change & Release Analyst, Choice Hotels International, Phoenix, AZ 05/2007 – 05/2010 Reviewed and approved Request for Change (RFCs). Created forward schedule of changes report. Reported on

change/release statistics as required for client/service reporting and analyze data on change statistics as required by management for trend/volume identification.

Facilitated and scheduled release/deployment and change advisory board (CAB) meetings. Designed new processes and training materials for implementation of upcoming release of Tivoli Service

Request Manager.

Linda D. Fields 2

Change Analyst, Service Management, DHL Americas, Scottsdale, AZ 12/2006 – 05/2007 Analyzed and coordinated request for change to production environment for all U.S. and International technical

infrastructure changes. Conducted risk assessments, facilitated communication across organizational groups to ensure compliance with

defined processes. Project Leader, Information Systems, DHL Americas, Scottsdale, AZ 02/2005 – 12/2006 Consultant via Ensynch, Inc., 02/2005 – 05/2005 Hired as a full time employee May 2005. Managed service level delivery, customer expectations, and implementation schedule for customers in North

America. Managed and mitigated scheduling, installation and customer service risks and issues. Documented and maintained policies and desk procedures. Created status reports, logged and tracked all change

requests. Collected and compiled data for PMO reporting. Asset management of all DHL shipping equipment at various customer locations across the United States. Portfolio management for EZ-Ship Support and Distribution Project. Business Systems Analyst, PMO, American Express (Consultant), Ensynch Inc., Tempe, AZ 04/2004 – 02/2005 Maintained and enforced PMO guidelines and practices through communications and training; composed

organization newsletter, coordinator and facilitator of Technology sharing sessions, created training reference materials.

Managed project risks, issues and milestones. Created status reports. Collected and compiled data for PMO reporting.

Marketing Executive, J.W. Marriott Desert Ridge Hotel, Phoenix, AZ 10/2003 – 04/2004 Marketed Marriott’s Vacation Club’s Canyon Villas property through initial contact with guests by providing

pre-arrival concierge services, sold room package and booked spa reservations. Catering & Conference Services Quality Leader, The Ritz-Carlton Hotel, Phoenix, AZ 06/2002 – 10/2003 Booked, finalized and oversaw the execution of catering groups. Managed vendor relationships, entertainment,

transportation, restaurants, floral and theme décor. Prepared quality-training materials and conducted training certification of new employees. Business Requirements Analyst, Program Governance, American Express, Phoenix, AZ 10/1998 – 01/2002 Responsible for training coordination across organizations for new development processes. Facilitated E-Commerce Review Board meetings. Served as a coach/facilitator of Joint Architecture Design

sessions. Developed sales plan for business partners to utilize development services of the Technologies organization.

Served as IT contact for Financial Advisor business partners and created and maintained project development budgets and schedules.

EDUCATION Western International University, Phoenix, AZ Bachelors of Science: Business/Marketing Minor, December 2010 Film School at Scottsdale Community College, Scottsdale, AZ Associates of Applied Science: Motion Picture/Broadcast Production, June 2006 Phi Theta Kappa, International Honor Society, Psi Gamma Chapter ORGANIZATIONS Arizona Local Interest Group itsmFUSA, ITSM Summit, Phoenix, AZ, Event Committee Arizona HDI Local Chapter, Phoenix, AZ, VP of Special Events

Project Manager

Executive Summary Project Manager has over 10 years of project management experience leading local, national, and international project teams. Provides energetic project leadership driven by sound judgment and strategic solutions.

Key Career Accomplishments • Managed multi-month multi-resource municipality project to implement an Enterprise Service Bus

and SOA architecture across financial, GIS, accounting, and asset applications • Actively leads project teams to ensure successful execution of project deliverables; including

risk/issue management and escalations. • Project Managed the Design, Configuration, and Deployment of Sharepoint 2007 DR & Assesment

project for an organization with enormous amounts of data that required strategic migration. • Project Management for the implementation of Microsoft SharePoint and a disaster recovery

solution for an online university. • Managed the customization efforts for a migration from Lotus Notes to Outlook 2010. • Managed the Change Management efforts for a world wide effort involving over 3,000 company

employees; including key stakeholder management, communication and training efforts. • Responsible for key launch orchestration components; working with subsidiaries, executives and

internal team members on the 2007 Unified Communication World Wide Launch for a global technology leader.

• Prepare and deliver project reports for management, customer, and others; constantly evaluate the project’s ability to meet its objective and modify or reschedule project plans as required across all project disciplines.

• Manage cross functional, cross organizational teams, including external partners; effectively demonstrate leadership and communications across organizations for the common delivery of multiple projects and industries (Healthcare, Financial, Government, etc.).

Professional Experience Insight: Project Manager, emphasis on Microsoft Product implementation and migration. Collabera Consulting: Project Manager, drove the Change Management process for a corporate wide

finance initiative. Telstar Consulting: Group Biz Dev Manager, emphasis on contract management, expanding the

companies foot print and overseeing multiple consultants. CRG Events: Program Manager, responsible for overall event management, budget & invoice

management, client communication and leading on-site logistics teams.

Education, Certification, Memberships PMP Certified Project Manager, PMI Member

Data Architect

EXPERIENCE Development of data-centric solutions and strategies that increase an organization’s competitive advantage

Specialties (Microsoft SQL Server Specific)

• Over 14 years of SQL Server experience • Design and implementation of Database Integration and Enterprise Application Integration

solutions • Design and implementation of Data Warehouses and Data Marts • Implementation of Data Mining Strategies and Technologies • Reduction or elimination of redundant data processes • Skills include but are not limited to:

o SQL Server 2000/2005/2008 experience o Complex Stored Procedure Development o Extensive DTS/SSIS Package Development Experience o Extensive Application Integration Development Experience o Multi-Site Replication o Large Database Development/Administration o SQL Server per (RS) o SQL Server Analysis Services (AS) o Linked Server design/implementation o Project Management

• Industry Exposure includes: o Financial Services o Manufacturing o Health Care o Communications o Retail Sales o GPS o Wholesale o Waste Management

Avanade, Inc., Chicago, IL 2000 – 2001 Director – Business Intelligence and Data Warehousing

• Created charter BI/DW Team for Central Region • Managed BI/DW projects for Fortune 500 Clients in Central Region • Developed Service Offerings for Central Region Practice • Central Region Microsoft Liaison

Microsoft Corporation, Oakbrook Terrace, IL 1991–1996 Corporate Account Executive

• Managed Executive Relationships for Fortune100/500 (ECU) Accounts in Midwest District.

• Affected Microsoft Application standardization’s in all ECU Accounts • Managed all Microsoft Team resources, including Executive Management, required to support

Fiscal Year objectives • Affected exponential revenue increases in all Accounts • Achieved “Midwest District Top Contributor” Award in 1995 Fiscal Year

EDUCATION

• Columbia College, Chicago, IL, Liberal Arts\Photography Major • Wright Junior College, Chicago, IL, Associates Degree - Liberal Arts

Technical Experience Details, Core Consulting Services, Inc. Software Development SQLRental v 5.0 – Contract and Inventory Management for Rental Businesses Target Platforms: Windows (XP/Vista/7), Windows Server (2003/2008) and SBS(2003/2008) Role: Developer, Project Management

• Visual Studio C# (core application ) o SDK Development for integration ‘connectors’ with Great Plains, MSFT Office

Accounting & QuickBooks (Sage and Peachtree ‘connectors’ in development) o CLR development o Business Intelligence Development Studio o MSFT Office Integration (Outlook, Excel, SQL Server Data Mining Add-ins)

• Visio/MSFT Project • SQL Server 2005/2008 (Web and Local Server Deployments) • Complex Database Design • Complex Stored Procedure Development • CLR Development • SQL Server Reporting Services (all reports) • SQL Server Replication (Merge, Transactional) • SQL Server Analysis Services (Sales and Inventory Analytics) • SQL Server Integration Services (Import/Exports, ETL, Web data transfer) • Linked Servers (Integration) • Performance Tuning • ‘Care & Feeding’ Job development

Event Manager v 5.0 – SQLRental bolt-on for Event management Target Platforms: Windows (XP/Vista/7), Windows Server (2003/2008) and SBS(2003/2008) Role: Developer, Project Management

• Visual Studio C# (core application ) o SDK Development for integration ‘connectors’ with Great Plains, MSFT Office

Accounting & & QuickBooks (Sage and Peachtree ‘connectors’ in development) o CLR development o Business Intelligence Development Studio o MSFT Office Integration (Outlook, Excel, SQL Server Data Mining Add-ins)

• Visio/MSFT Project • SQL Server 2005/2008 (Web and Local Server Deployments) • Complex Database Design • Complex Stored Procedure Development • SQL Server Reporting Services (all reports) • SQL Server Integration Services (Import/Exports, ETL, Web data transfer)

• SQL Server Analysis Services (Sales and Inventory Analytics & Predictive Analysis) • Performance Tuning

ISR Analysis Suite Target Platforms: Windows (XP/Vista), Windows Server (2003/2008) and Small Business Server Role: Developer, Project Management

• Visual Studio C# (core application ) o Business Intelligence Development Studio o MSFT Office Integration (Outlook, Excel, SQL Server Data Mining Add-ins)

• Visio/MSFT Project • SQL Server 2005/2008 • Complex Stored Procedure Development • Server/Desktop Hardware Requirements • SQL Server Installation & Configuration • SQL Server Integration Services (Import/Exports, Data Archiving) • SQL Server Reporting Services (all reports)

Large Offshore Oil Drilling Safety Equipment Rental Company SQLRental Deployment with Great Plains Connector. HQ and Branch Office connectivity Platforms: Windows (XP/Vista), Windows Server (2003) Role: Developer, Project Management

• Business Intelligence Development Studio • Visio/MSFT Project • SQL Server 2005 • Linked Servers (Integration) • Integration Planning & Design • SQL Server Performance troubleshooting • ‘Server down’ incident support • SQL Server Configuration

Large Telecommunications Company Platforms: Windows (XP/Vista), Windows Server (2000/2003) (Local and Web)

• Complex Database Design (High Availability) • Complex Stored Procedure Development • CLR Development • SQL Server Reporting Services (All Reports) • SQL Server Integration Services (Import/Exports) • SQL Server Analysis Services (Inventory usage & Predictive Analysis)

Large Waste Management Company Deploy custom Analytics solution which gathers and analyzes vehicle GPS data Platforms: Windows (XP/Vista), Windows Server (2000/2003) Role: Developer, Project Management

• Analytics via Excel and SQL Server Reporting Services • Visual Studio C# (core application )

o Business Intelligence Development Studio o Visio/MSFT Project o SQL Server 2005 o Complex Database Design (High Availability/High Transaction)

o Complex Stored Procedure Development o SQL Server Reporting Services (Native RS and Excel) o SQL Server Integration Services (Import/Exports, ETL) o SQL Server Analysis Services (Vehicle/Site Performance, Predictive Analysis, Routing)

Web based Meal Planning Project Platform: Web Role: Developer (server-side)

• Business Intelligence Development Studio • Visio/MSFT Project • SQL Server 2005 • Complex Database Design (High Availability/High Transaction) • SQL Server Reporting Services (HTML, PDF and Excel) • SQL Server Integration Services • (XML & CSV ETL, Misc Data imports) • SQL Server Analysis Services (Nutritional, Statistical and Predictive Analysis ) • USDA and Wolfram Alpha Integration • Full Text Search Development

SharePoint Sr. Consultant Executive Summary Ismar has extensive background and experience with .NET technologies in both application development and infrastructure design/deployment. He has successfully strategized and championed several Enterprise level engagements involving .NET Frameworks, SharePoint Server, Windows SharePoint Services, and their respective features and components. He is also very well informed of the Governance plans and policies, those which reflect the best practices utilizing the cutting edge technologies mentioned above. Key Career Accomplishments • Successfully designed, deployed, and customized MOSS 2007 and SharePoint 2010

infrastructures for employee Intranet and public Internet web-sites. • Development, customization, and configuration of Microsoft SharePoint Server 2007

and SharePoint 2010. • InfoPath design for simple to complex workflows and process automation. • Developed Ensynch’s SharePoint Training Toolkit solution deployed as part of

Ensynch’s standard deployment methodology. • In depth customization, development, and deployment of custom web parts (C#), and

custom workflow development in SharePoint Designer and Visual Studio. • Designed and integrated a suite of new capabilities through development of Portals,

Workspaces, and Sites using SharePoint 2007 and WSS 3.0. • Fully integrated MOSS 2007 with Reporting Services Server and configured Report

Viewer and Report Explorer web parts. • Leveraged SharePoint Workflow, InfoPath forms and Content Types / Metadata in

designing a web content management platform for new ways of collaboration and foundation for building web-based applications.

• Planned and prepared a strategy for content migration from Beta 2TR to Release version of Microsoft Sharepoint Server 2007.

• Used Microsoft SharePoint Designer for creation and customization of new and existing sites in SharePoint environment, as well as custom master pages and site templates.

• Provided end-user level training for SharePoint 2010 features and collaborative techniques.

• Supported multiple server farm infrastructures for SharePoint. Planning, development, testing and deployment of server farm infrastructure for both Intranet (internal) and Internet (external) SharePoint applications.

• Permissions handling, permissions structure set-up using Central Administration and Shared Services Provider.

• Implemented and extended (using SharePoint Object Model) SharePoint Enterprise Search for company use, developed custom search scopes for Employee Intranet as well as company Internet web site.

Professional Experience • Ensynch, Sr. Consultant • Take Charge America, MOSS 2007 Application Engineer • Performance Software, Software Systems Engineer/Developer Education, Certifications, Memberships • Bachelor of Science in Engineering, Computer Systems Engineering • Microsoft Certified Technology Specialist (MCTS) – SharePoint 2007 • Microsoft Certified Technology Specialist (MCTS) – SharePoint 2010

Sr. Consultant BizTalk and ILM/FIM, Developer

CAREER OVERVIEW A result oriented Information Systems Manager and Software Architect with proven records of achievements, having 15 years hands-on experience in Information Technology, IT Management, IT Security Implementation and Consultancy Services. Experienced in Application Development, Enterprise Systems Design, Service Oriented Architecture (SOA) Design and Implemetation, Project Management and System Administration. Skilled in Object Oriented Programming and Designs, application development using Visual Studios 2003/2005/2008 .NET Framework, C#, VB.NET, ASP.NET, IBM MQSeries, Java, Enterprise Java Beans (EJB), Security Implementation using Microsoft Identity Lifecycle Manager (ILM), UML designs using Rational Rose, developing software for E-commerce, B2B, B2C, Banking, Financial and Insurance systems, application/systems integration using Microsoft BizTalk Server 2002/2004/2006/2009. Implementing financial systems using Microsoft Dynamics AX 4.0/2009, Microsoft SQL Server and Oracle Database. Experienced in implementing large-scale enterprise systems/projects PROFESSIONAL EXPERIENCE 07/2011- Present Insight Lead Developer AAA Insurance Exchange One of two lead developer consultants supporting the migration of Microsoft ILM to FIM in support of automated provisioning, RBAC, and directory integration/SSO. 03/2011 – 07/2011 BizTalk Consultant Aviir Medical Laboratory Designed and develop a Laboratory Information System for a startup client from ground-up using technology like SQL 2008R2 as the database, BizTalk2010/ EDI HIPAA and HL7 for integration with other external Laboratory Management System (i.e. Data Innovation’s Instrument Manager middleware), Vendors and Healthcare facilities. Developed the first LIS Access based LIS applications required for tracking and managing specimens and aliquots life cycle in the Lab. 10/2011 – 12/2011 BizTalk/EDI Consultant Barnes and Nobles (Ensynch) Created EDI Biztalk Interface (i.e. 810 X12 4010 Inbound Invoice, 850 Purchase Order, 860 Purchase Order Change Request, 852 Sales Order, etc) for multiple trading partners (i.e. Radio Shark, Staples, Best Buy) using OAGIS xml document schema as conical schema for Barnes and Nobles ERP Systems. 11/2008 – 03/2011 BizTalk EAI Consultant/Software Architect/Project Manager Northgate Market (Current Project) BizTalk EAI Consultant Designed and Developed BizTalk Enterprise Applications to integrates Microsoft Dynamics AX 2009 modules (i.e. Inventory Management, Sales Order (SO), Purchase Order (PO), SO/PO Picking List, Packing Slip, Ship Load Confirmation, Vendor Management, Account Receivable, etc) with RedPraire Warehouse Management System(WMS). Lead a team of consultants to implement a new WMS for the client. My responsibility includes ensuring that the data was effectively and efficiently ported from the previous WMS system to the new RedPraire Application. Also was responsible for implementing the


integration between AX2009, WMS and Blue Ridge-Clarity (an advance buying system for making PO recommendations based on clients Inventory Demand History) SharePoint System Architect/Consultant: (ENSYNCH) Migrated existing PHP site for pharmaceutical company to a SharePoint implementation using SharePoint Designer, VS2008, Javascript, InfoPath. Such functionality includes the existing Help Desk System and the company’s Intranet Ordering System. BizTalk/SOA Consultant Installed and configured Biztalk 2009 on windows 2003/2008 64bit enterprise servers. Optimized BizTalk Enterprise environment for high availability and scalability, Deployed Biztalk applications, troubleshoot issues with Biztalk Exceptions. Developed Biztalk integration application for a multiple phase freelance project which integrated Microsoft Dynamic AX 2009/ using X++ with Sharepoint Enterprise Portal and ILM2 for a major retail store and its warehouse. Implemented Key Performance Indicators (KPI) using Business Activity Monitoring (BAM) tool and workflow in Microsoft Office Sharepoint Server (MOSS) 2007. Used sharepoint Information Rights Management (IRM) to manage access to sharepoint resources and documents. Installed and configured Biztalk 2009 and Sharepoint Services on Development, Staging and Production environment. Designed and Implemented a Financial System which includes the configuration of Microsoft BizTalk 2006, Share Point Server 2007 and ILM Server for security management in a Windows 2003 Server farm consisting of multiple SQL Server 2005 database for high availability, load balancing and failover. This system handled all financial transactions for the client including inventory management, CRM, payment processing, fulfillment, risk management, Business Activity Monitoring, Billing, etc and Integrates with Microsoft Dynamic AX as the users financial portal. 01/2008 - 8/2008 PING/Insource Group SOA Consultant Installed and configured Biztalk 2006, Share Point Server 2007 in a Windows 2003 Server farm consisting of 2 SQL Server 2005 database and multiple receive and processing servers for high availability load balancing and failover. Upgraded existing applications from Biztalk 2004 to 2006 platform. Developed Biztalk applications for PINGs procurement system to integrate the purchase order, fulfillment, vendors shipping, invoicing & payment systems, which translated and processed files from Microsoft Dynamic AX/X++ & Microsoft SharePoint 2007 / InfoPath into custom XML file format for the various systems and partners. Created custom BizTalk Flat File Disassembles and pipeline components. Configured Roles and Parties within Biztalk Orchestration to support multiple trading partners functionality. Designed and developed Service Oriented business process, exposing with such as webservices. Developed ILM 2007 Management Agent & Provisioning code to integrate Biztalk system with the user account management applications. s 01/2006 – 2008 QuickStaff, Phoenix, Arizona Vice President Information Technology/Systems-Software Architect My responsibilities includes, the management and implementation of new technology and resources to support the daily operations of the company and its clients, the design and implementation of Enterprise Security Systems using tools such as Microsoft Identity Lifecycle Manager for user account/identity and certificate management, designed several client’s email system using Microsoft Exchange Server 2003/2007 and Active Directory with LDAP. Implemented multiple ERP Systems which includes online banking tools/applications, financial application, income tax and revenue system. Designed and implemented other custom applications using Microsoft .NET framework, for Sales and Portfolio Management, Payroll, HR, Scheduling, and Customer Relationship Management (CRM). Designed and Implemented a Financial System which includes the configuration of Microsoft BizTalk 2006, Share Point Server 2007 and ILM Server for security management in a Windows 2003 Server

farm consisting of multiple SQL Server 2005 database for high availability, load balancing and failover. This system handled all financial transactions for the client including accounts management, CRM, payment processing, fulfillment, risk management, tracking KPIs, Business Activity Monitoring, Billing, etc and Integrates with Microsoft Dynamic AX 2009/X++ as the users financial portal. Other solutions I’ve architected and managed include the implementation of an Oracle11g Database for a high volume, mission critical transaction processing, in a Parallel Database (RAC) environment for a financial client. This database was upgraded from Oracle10g to 11g and involved the use of OLAP, Business Intelligence tools, monitoring KPIs using Oracles Business Activity Monitoring (BAM) tools and Oracle Content Management Servers to manage document/resource collaboration. The key to success for this high volume OLTP Oracle database implementation required understanding of the internal working of Oracle (OWI), and involved Database Performance Tuning while considering factors such as Database files Sequential Read, Data/Record Locks and Latches, Enqueues and contention/latency tuning. My responsibilities also includes the formulation of the companies IT policies and procedures and ensured that this guidelines where adhered to. I managed the design, promotion, delivery and the quality of projects, product and services to our clients. I was responsible for budget planning and prudently managed the organization's resources within those budget guidelines. Perform regular performance reviews of direct employees and provide ongoing career mentoring and guidance I was also tasked with identifying resources and technological requirements to meet the company’s growth and to acquire these resources as needed. I assured the company and its mission, programs, products and services are consistently presented in strong, positive image to its client and employees. 10/2001 – 01/2006 Bank of America/Countrywide Loan & Insurance, Los Angeles, California Sr. Program Manager Developed best practices within the organizations IT unit, managed a division which consist of business analysts, software developers, database administrators, network administrator and quality assurance personnel. I was responsible for resource management and allocation, project management, budgeting and the coordination of offshore projects within my group. Perform regular performance reviews of direct employees and provide ongoing career mentoring and guidance. Some of my accomplishment while with countrywide are as follow:

• Manage the development and implementation of several IT Projects including an ASP.Net web based applications used by Countrywide’s sales agents and their external business partners for the sale and management of Mortgage Products (.i.e Home Loans, Home/Auto insurance policy. Etc)

• Manage the development and implementation of ERP system, using Microsoft Identity

Lifecycle Manager for enterprise user account management and Biztalk Server to facilitate the exchange of data between external business partners and company’s internal systems, which exist in AS400/DB2 using IBM Websphere MQ Series as the messaging server.

• Responsible for the development and integrating of Countrywide’s Computer Telephony

Integration (CTI) System with existing AS400 applications, giving customers access to account information by phone, using SOAP for message transport and IBM's Host On Demand running on IBM WebSphere Server.

• Responsible for the development of a CRM (Customer Relationship Management) for

Countrywide, using SIEBEL 7 on a Microsoft SQL Server Database and also integrating SIEBEL 7 with other applications running on AS400 using Microsoft Biztalk Server 2002. This CRM application was migrated to an Oracle9i Database for high-volume OLTP as more users

came online.

• Responsible for the migration of the Countrywide web site from a Java based to a Microsoft .NET solution in C# and the Integration of an AS400 based Mortgage Insurance application with a Web Service rules engine, using BizTalk Application Integration Components (AIC) written in C#.

8/2000 – 10/2001 Rekun Technology North Hills, CA Software Development Manager/ Project Manager I directed the activities of the software engineering department in the design, development, testing and ongoing maintenance of software products using industry best practices while continually looking for ways of improving development process. I hired, motivated and managed a cohesive development team to establish and meet aggressive project commitments. I was responsible for the coordination of offshore development efforts and projects and managed the following accounts for both off-site and on-site development efforts:

• Ceiva Logic Burbank, California, USA Responsible for the development and design of a new concept in Digital Picture Sharing, called Ceiva Internet Picture Frame. This device, which looks like your everyday picture frame, is designed to dial into a remote server and download images stored in the subscribers online account at a set time, it then displays these images on its built-in LCD in form of a slide show at set intervals. My primary responsibility was in the design and management of both embedded software and back end components development, running as a Java distributed application within Resin Application Server on a Unix platform.

• Pfizer Groton, Connecticut, USA

Built a web based Clinical Trial Management application, using Java, EJB on SilverStream application Server, Servlets, XML for the communication layer on an Oracle 8i database. Used development tools such as, Silver Stream IDE, Jbuilder 3.5, and Rational Rose for UML Diagrams and Toad for Schema design and modification

10/1999 - 8/2000 GenSys Software Inc. Los Angeles CA Information Technology Manager / Software Architect Managed a team of 12+ Software Developers, DBA and Network System Administrator. Responsibility includes resource management, project planning, budgeting, training, mentoring and all aspects of IT operations. Provide technical leadership to assigned products to ensure architectural and design correctness. Some of my key accomplishments include:

• Designed and developed an inventory and supply-tracking Web based application in Java with strict compliance to the J2EE specification using EJB, Java Beans, and Servlets and JSP.

• Developed Use-Cases diagrams, Class diagram, Object diagram and deployment diagram, using Rational Rose.

• Managed Project deliverables and resource allocation using Microsoft Project 98 • Built a Lab Specimen and Patient Data Management Application (Web Base) for a major

pharmaceutical client. This application was deployed on a Silver Streams Application Server. • Built prototype applications in ASP, VB COM, running on Windows 2000 Com+ • Designed Database schema, using ERWIN data modeling tool.

9/1998 - 10/1999 Transamerica Financial Services Los Angeles, CA Project Lead / Sr. Programmer Analyst

• Managed and supported the designed and implementation of a large database containing over 1000 tables and stored procedures in Microsoft SQL Server

• Designed client/server financial applications to generate G/L upload files, using Visual Basic 5/ 6.0, ADO, RDO, DAO and ActiveX Controls

• Configuration and Administration of PeopleSoft Application Server (PeopleTools 7.5) • Supported & Administered PeopleSoft database in Oracle7.x/8.0 and developed front-end

interface using Developer 2000/Designer 2000 and PL/SQL • Developed in-house application interfaces for PAM (Portfolio & Account Management) software,

used for Securities Accounting, to PeopleSoft General Ledger (GL), A/P, A/R for Princeton Financial Systems

• Managed the Web development effort in building the company’s web site, using such tools and platform like, Microsoft InterDev 6.0, Visual Basic Scripting, ASP, COM/DCOM, IIS, HTML/DHTML.

11/1995 - 9/1998 Computer Network Solutions Sherman Oaks, CA Project Lead / Programmer Analyst My duties included developing and maintaining critical applications for both internal use and for our external business partners.

• Designed application using Visual Basic 5.0 and ActiveX controls, DAO and RDO. • Managed and coordinated the evaluation, implementation and support of the existing database in

SQL Server 6.5 and Microsoft Access 97 • Developed Oracle Forms & Report to replace the existing data interface • Web development, COM/DCOM, HTML, VB Scripting, ASP, MIIS • Developed in-house applications in Visual Basic 4/5, Visual Basics for Application, Microsoft

Access, Excel Macros and Add-in. EDUCATION & CERTIFICATION 04/2002 SIEBEL Certified US-Simi Valley, CA Certification Completed Siebel7 Essential and Enterprise Application Integration (EAI) Training 11/1998 Microsoft Certified US-California-Los Angeles Certification MCP - Windows NT Server, Windows NT Workstation, TCP/IP, NT Server in the Enterprise, Networking Essentials, IIS. 3/1998 California State University US-California-Los Angeles Certification Programming in C/C++ and Java Languages, Visual Basic 5 Programming. 3/1993 Edo State University Nigeria-Edo State-Ekpoma Bachelor's Degree Bachelors Degree in Electrical/Electronics.

Sr. Developer

EDUCATION: University of Arizona Tucson, Arizona B.S. Business Administration Major: Management Information Systems – Graduated December 1995. CERTIFICATION: Microsoft MCSD.NET and MCAD in Visual C#. OBJECTIVE: Looking for a full time position. SKILLS: ASP.net 4.0, ASP.net 3.5, Visual Studio 2010 Ultimate, C#, Silverlight 3.0/4.0, XAML, ASP.net MVC, LINQ, ASP.net 2.0, ASP.net 1.1/1.0, JavaScript, jQuery, jQuery UI, Team Foundation Server (TFS), Ajax, AJAX for ASP.net, AJAX Control Toolkit, .NET Framework, Windows Server 2003, XML and XML Web Services, XSL, ADO.NET, SQL Server 2008 R2, SQL Server 2005, SQL Server 2000, SQL Server Integration Services 2005 (SSIS), SQL Reporting Services 2008/2005/2000 (SSRS), HTML, CSS, N-Unit, WCF, Visual Studio 2005, Visual SourceSafe. EXPERIENCE: From 2000-2010- Consultant Intel Corporation – Chandler, AZ July 2009 –January 2012 (also 2000-2001, 2005. 2008-2009) 2009 was my fourth contract at Intel, and the second for this team; I spent virtually all of 2008 here before having to leave for the required six months between one-year contracts. I converted to a permanent employee in April 2010. Senior Programmer on the RMT Finance tool team. The application started life as an ASP.Net 2.0/AJAX for ASP.Net/Javascript/SQL 2005 web application and over time has migrated to using ASP.Net MVC, Silverlight 4, ASP.Net 3.5, SQL 2008 and jQuery/jQuery UI. Also for a brief period, I shared some of the development lead duties.

• Fixing and optimizing ASP.net web pages using C# and SQL Server 2005 stored procedures, and associating fixes/new code with tasks in Team Foundation Server.

• Creating and modifying Silverlight controls, including extending the DataGrid control contained in the Silverlight Control Toolkit.

• Creating new pages and fixing bugs on existing pages • Interviewing other programmers and laying out work for a junior programmer • Designing, building and testing a reusable Excel XML Spreadsheet component in Visual

Studio 2008 to fit with the existing paradigm of the system • Performing and participating in code reviews • Writing test plans and assisting with Requirements documents • Exposure to LINQ and jQuery, including some introductory usage • Along with other Sr. Programmers, making regular recommendations on tools and

technologies • Writing unit tests using N-Unit and Visual Studio 2008 and for SQL using SQL-Unit. • For the 2005 assignment, pair-programmed with offshore programmers using

NetMeeting. For the 2008 assignment, I work mostly locally with others or alone.


Arizona Department of Education – Phoenix, AZ, February 2009 to May 2009 This was a consulting assignment. Worked on the AZ Learns/AYP team that helped deliver the statistics to the state and federal governments relating both to AIMS testing and No Child Left Behind. tasks included:

• Modifying web applications under the .net 3.5 Framework using C# and Visual Studio 2008.

• Creating a custom user control using ASP.net 3.5 (C#), classic Web Services, AJAX (non ASP.net) and jQuery/JavaScript

• Building and documenting an end-to-end SSIS solution in Visual Studio/SQL Server 2005 to take down a web application and refresh data for it, including providing e-mail notifications to the Operations group.

• Enhancing an SSRS report, with a focus on speed optimization • Building Web Services using WCF and classic Web Service techniques (ASMX) • Documentation, including examples, of the user control. I also created a separate

flowchart for the SSIS solution once it started taking up multiple screens. • Intel (Second Assignment) – Chandler, AZ January 2005-July 2005 • For details, see the main Intel entry under “January 2008”

Intel (Third Assignment) – Chandler, AZ January 2008-January 2009

For details, see the main Intel entry ePartners – September 2005 – January 2008 ePartners is a consulting firm that is a Microsoft Certified Gold Partner. They specialize in various Microsoft business platforms and also do custom .net/SQL development. My role as a Senior Programmer included:

• Coding web applications using ASP.net 1.1 and 2.0 using C#. • Developing reports in Microsoft Reporting Services • Working with a team of programmers to customize a Microsoft product using .net 2.0

in both the middle tier and Windows forms. • Flying out to client sites around the country and gathering requirements. • Creating new and extending existing ASP.net applications using XML, XSL-FO and an

external web service.

Ryland Homes – Scottsdale, AZ July 2005-September 2005 This was a consulting assignment. Worked on a small web development team:

• Languages/Technologies used VB.Net, SQL 2000, DTS, C#, ASP.Net 2.0 (Beta) and ASP.Net 1.1

• Assisted the programmer I shared an office with • Built and maintained web pages, including modifying external pages on Ryland’s site • Modified windows programs (to do data imports and conversions)

Intel (Second Assignment) – Chandler, AZ January 2005-July 2005

For details, see the main Intel entry eMarketing – Scottsdale, AZ September 2004 – December 2004 Short, independent consulting assignment

• Worked with Microsoft CMS technologies using VB.Net and C# for major clients • Created base CSS/HTML pages from Photoshop “comp” layouts. • Worked remotely with clients to help implementation

Assist Technologies – Phoenix, AZ June 2003 – September 2004 Assist is the global leader in collecting patient data from clinical trials using portable Windows CE and CE.NET devices. This was a longer consulting assignment, and I was converted to an hourly worker. Highlights include:

• Writing Requirements and Design documents, coding, documentation, regression and unit testing of code.

• Design and coding of prototype of future core product in the .net Compact Framework using Windows CE.NET, with support for double-byte languages such as Chinese.

• Responsibility for programming the largest global revenue project in the company's history, including writing code to make future customizations less costly.

• Co-author/reviewer of Visual SourceSafe guidelines. • Performing code reviews of other programmer’s work.

Wilmington Trust Company (formerly AST Trust/Security Trust) – Phoenix, AZ August 2002 – April 2003 Wilmington Trust Company is a mutual funds brokerage for corporate clients. I worked as a part of a six-person team on a large financial system which used SQL Server 2000, VB.NET and C#. This system processed thousands of transactions per night. Responsibilities included:

• Ownership of the manual build and deployment of the solution (over 30 individual projects), and the conversion to an automated build process.

• Coding and maintenance of ASP.NET pages using C# and VB.Net • Optimization and maintenance of SQL Server 2000 queries, improving one from 10+

minutes to under a minute. • Ownership and author of the draft version of the company’s coding standards for .net.

Arizona Department of Agriculture – Phoenix, AZ April 2001 – November 2001 Did the design and implementation of a web-based system to take dispatcher calls and notify Investigation Manager via e-mail of certain kinds of complaints, while ensuring the easiest and most accurate data entry possible. The technologies involved were ASP, JavaScript, CDO, Visual Basic and Microsoft Access. I also gave input to the future plans of the department regarding .net. Intel (First Assignment) – Chandler, AZ November 2000-February 2001

For details see the main Intel entry SkyMall – Phoenix, AZ April 2000 – November 2000 My position involved fixing known issues on the Intranet e-commerce order entry application, including a longstanding bug that was costing the company an estimated $180,000 per year. The application was developed in now lesser-used technologies such as Visual Interdev, ASP, COM and MTS and still-used technologies such as DHTML, JavaScript and CSS. Tucson Electric Power Tucson, AZ January 1996–April 2000 I spent four years at TEP as a Programmer I/II/III and was on the PC-LAN team, as well as their newly formed Intranet team.

• Wrote a corporate intranet application "Media Watch" in ASP. The program allowed news articles to be stored and searched by the Public Affairs department and senior officers of the company.

• Became “Assistant Team Leader” of PC-LAN team in 1999 and helped with selection of standard tools and books for the PC-LAN team as well as plan agenda topics for meetings.

Sr. Architect

PROFESSIONAL SKILLS

• Experience with: System Center 2012, SCCM 2007, SCOM 2007, SMS 2.0 – 2003, Citrix XenDesktop / XenApp, M icrosoft Deployment Toolkit 2008-2010 Update 1, WSUS, VMware ESX 2.x – 4.x, Novell 3.x, 4.x and 5.x (ZenWorks), Windows Server and Workstation OS from Windows 95/NT 4.0 Server – Windows Vista/Server 2008, Windows Scripting Host, Visual Basic Scr ipting, KixTart, MS Office Suite, Novell Netware Clients, Microsoft Internet Explorer, HTML, Javascript, C-Shell scripts, and Redhat Linux, Microsoft ACT (Application Compatibility Toolkit) 4.0, Windows PE, Quest vWorkspace, Microsoft Hyper-V.

EXPERIENCE Solution Architect- Tempe, AZ Trusted Advisor / Project Lead / Architect / Implementer / Manager Various (Arizona, California, Nevada, New York, New Jersey)

Jim Britt has been a specialist in all areas of Systems Management for over 15 years and has been actively involved in supporting and providing Systems Management and Virtualization solutions for companies ranging from 250 to 350,000 seats. These environments encompass solutions leveraging existing information technology processes and people into a cohesive and proactive integrated environment. Jim’s attention to detail and desire to drive home true value for the customer, genuine customer service skills combined with deep technical abilities in Systems Management make him one of the best in his field. Specialties include Desktop Imaging and Deployment, Software Delivery, Patch Management, Systems Monitoring and Reporting, Team Building and Mentorship, and overall environmental standardization pushing maximum ROI for the organization he supports.

Exper ience Highlights Placement: Universal Technical Institute – Phoenix, Arizona Architect – SCCM Design and Deployment

• Designed and Built a System Center Configuration Manager 2007 environment to support the future growth of 15,000 systems nationwide.

• SCCM Design consisted of 1 Primary Site Server and 12 Secondary Site Servers placed at each campus location.

• Solutions leveraged are: Operating System Deployment, PXE OS Image Deployment, Advanced Task Sequencing for OS Deployment and Package Deployment post imaging, Software Metering, SQL Reporting Services for a Reporting Point, Patch Management integrated into SCCM and Software Delivery.

Placement: VMware – Phoenix, Arizona VMware – Windows 7 VDI Optimization Whitepaper

• Co-authored a Windows 7 Optimization guide for VMware View 4.5. • Integrated the Microsoft Deployment Toolkit Update 1 into the process to show the benefits of

leveraging Microsoft Solutions to customize a VMware virtual machine leveraged by View. • Presented the Whitepaper (and continue to participate in presentation events) on a VMlive

session with my co-author that is employed by VMware. Placement: Lazard – Midtown Manhattan Microsoft VTS – SCCM POC Compete

• Primary engineer on proving out the validity of SCCM within the customer’s environment with a competitive Proof of Concept (POC).

• Successfully won the business for Configuration Manager as the solution beating out LANDesk and Altiris.

Placement: Windows Intelligence Conference – Costa Mesa, California Presentation – Windows Optimized Desktop Strategy

• Presented to approximately 150 people on the benefits of leveraging an Optimized Desktop

Strategy to OS Deployment and Management • Our session was the single most popular session during the event schedule and we received very

positive feedback to the content that was presented. Placement: Microsoft – Phoenix, Arizona Microsoft VTS – Windows 7 and Server 2008 Deployment Workshop

• Worked collaboratively with a Microsoft employee to demonstrate the power of System Center Configuration Manager 2007 and Microsoft Deployment Toolkit 2010 to deliver a streamlined and enhanced Windows 7 and Server 2008 R2 image.

• Over 70 people in attendance for this very informative and technology rich event featuring step by step processes to deploying Microsoft’s latest operating Systems via SCCM.

Placement: Medicis – Scottsdale, Arizona Architect – Optimized Desktop Strategy

• Architected an enhanced Systems Management Solution providing a reduction of manual effort and repetitive tasks through the use of “zero touch” process automation levering System Center Configuration Manager 2007 and Microsoft Deployment Toolkit 2010.

• Citrix XenApp/XenDesktop architecture and planning • Created and presented an Enterprise Desktop Roadmap for a Windows 7 Optimized Desktop

build that allowed end users more flexibility while increasing overall security for company assets and confidential data.

Placement: DHL – Prague, Czech Republic Architect – Global Desktop Architecture – Worldwide Strategy

• Lead architect on creating a Global, Dynamic, Flexible desktop to support ~350,000 end user systems across multiple regions.

• Architected a Global Desktop Systems Management strategy encompassing an Enterprise Windows 7 image based on “Best of Breed” Deployment Solutions from Microsoft. MDOP APP-V, Citrix XenApp, and Microsoft System Center Configuration Manager were among the key solutions leveraged.

• Established an Optimized Desktop strategy for the Global Desktop Team to enable a phased implementation of Windows 7 and “sunsetting” of existing Windows XP environment over an 18 month span.

Placement: Cisco – Architect – SCCM and NAC Integration – Solution Strategy for the Military

• Worked collaboratively with Cisco and World Wide Technologies to come up with a solution to leverage SCCM to pull updates via Software Update Management in SCCM and Software Packages via SCCM Software Distribution when NAC required it.

• Created and fully documented a combination of scripts that triggered custom actions to allow for the remediation of a system in real time as it hit the network and was evaluated for a requirement. All of these solutions were leveraging native SCCM infrastructure and WMI calls within the SCCM client itself.

Placement: Hyundai – Architect – SCCM – Design and Deployment for Americas

• Architected and implemented a US Based Standard Desktop. • A single image with a unified Task Sequence was customized for multiple domains and

organizational units to ensure OU, Timezone, and business unit software install configurations during OS deployment time.

Placement: County of Riverside –Riverside, California

DDPS Training Session

• Prepared, hosted and delivered a customized week long training session on System Center Solutions relating to OS Deployment, Application Migration and Remediation, Application Virtualization, and Systems Management for ~18 students.

• Collaborated on each entities’ unique Desktop Management environment and gave architectural and planning recommendations for leveraging Microsoft Solutions to enhance deployment and Management of Windows 7 and Office across each organization.

Placement: Apollo College –Phoenix, Arizona Business Analysis

• Directly engaged business leaders and contributors inside Apollo in the different organizational units to determine existing workflow processes and document ways to reduce cost and streamline solutions

• Worked with a team to document all internal systems within the Apollo College organization mapping out each endpoint. The goal of this task was a fully documented application environment across all areas of Apollo within one layered Visio.

Placement: Karl Storz Endoscopy –Culver City, California Systems Management Architect and Implementer

• Architected and implemented Internet Based Client Management with SCCM 2007 to support “anywhere” software distribution, software updates, and asset management reporting for their enterprise desktop environment.

• Architected and implemented their Global Enterprise Desktop leveraging SCCM integrated with the Microsoft Deployment Toolkit. A single Task Sequence was created to deploy a single image customized according to location to allow for dynamic location and regional based application distribution and customization during OS deployment.

Placement: General Dynamics –Scottsdale, Arizona VMware Healthcheck Engineer

• Performed a Performance and Best Practice Analysis against General Dynamics’ VMware VI 3.5 environment

• Provided a documented health check inclusive of a scorecard rating each key area and a “Red”, “Yellow”, “Green” scoring and any recommendation remediation required to bring all systems to a “Green” state. Areas such as storage, memory and CPU allocation, standards across all ESX hosts, and redundancy for virtual environment were some of the included metrics scored.

Placement: The IMPAC Companies – Irvine California Senior Consultant / Business Desktop Deployment Specialist

• Architected and Implemented SCCM 2007 to support a new Windows Vista Desktop / Laptop environment

• Standard Image included ~25 silently delivered Task Sequenced Line of Business applications and a Bitlocker enabled configuration seamlessly delivered for laptops through a single Task Sequence process.

Placement: Sun Health – Sun City Arizona Senior Consultant / Process Automation Engineer

• In depth documentation and full knowledge transfer of an internal VBscript leveraged for an Operating Room application. This documentation involved a line by line analysis and explanation of processes and capabilities of their existing business critical application. Final document was 68 pages and 1000 lines of script reviewed.

• Process automation script developed and rolled out to deploy and remove shortcuts from an end user system dependent upon the Active Directory group a user was a member of.

Placement: Ensynch Managed Services – Tempe Arizona

Senior Systems Administrator / Implementation Specialist / Technical Escalation

• Primary Architect on the design, installation, configuration, and rollout of a State of the Art Virtual Lab environment leveraging VMware ESX 3.01 combined with VMware Lab Manager for provisioning of “just in time” lab environments.

• Implemented a streamlined software library leveraging Active Directory for authentication and ease of access. This software library was the primary software source for the enhanced virtual lab environment.

• Primary top tier support for 5 customer environments consisting of support and implementation responsibilities that included (but not limited to): VMware ESX 2.5.x – 3.01, SMS 2003, Altiris, Exchange 2003, Blackberry Enterprise Server, Trend Micro Office Scan, Active Directory, IAS/Radius wireless connectivity, Visual Basic Scripting and process automation tasks, and server forklifts and “Greenfield” implementations of all of the above technology.

Placement: Eighth Judicial District Court – Las Vegas Nevada Team Lead / Technical Engineer

• Primary responsibility was building and mentoring of the Infrastructure team for the Eighth Judicial District Court.

• Established Team meetings and communication mechanisms. • Worked with the team to enhance current documentation processes. • Interfaced with upper management on critical IT initiatives. • Primary Architect on the installation, configuration, and rollout of SMS 2003 R2 to the Clark

County Courts environment consisting of ~1000 desktop systems. Placement: Pulte Homes – Scottsdale Arizona Technical Engineer / Documentation Specialist

• Tasked with documenting the Pulte Homes Business Suite (PHBS). This business suite involved many technologies across many groups including; .NET, Cold Fusion, IIS, Lawson Financials, RightFax, Microsoft DTC, Crystal Reports, as well as many others.

• Instrumental in bringing together the technologies in a documented Visio format for upper management as well as technical teams involved in troubleshooting and implementing the suite of applications for Pulte Homes.

• Designed and implemented a process automation tool created in HTA (HTML Application Language) for the Web Services Team. This tool helped automate the daily tasks of IIS resets, RDP console 0 remote control, and MMC computer management. This tool self documented the processes it performed to help provide audit mechanisms for future troubleshooting.

Placement: Ensynch Corporate Ensynch Strategy Exercise – Technical Architect – Systems Management Practice

• Strategy Team member responsible for looking at overall strategy for the Ensynch corporation. Specific focus area involved looking at future potential market entry points for the Systems Management practice.

• Specific focus was given to realizing a structure around repeatable processes that could provide immediate benefit to Ensynch and Ensynch’s customers, moving them in to overall Operational Efficiency in key areas of Systems Management, Communication and Collaboration, and Identity Management.

Placement: Various 02/05 –Present Business Desktop Deployment Specialist – Microsoft Partner Program

• Primary consultant responsible for performing Business Desktop Deployment engagements at various client sites within Arizona and Las Vegas, NV.

• Evaluated core Systems Management processes that were instrumental in successfully performing and supporting a desktop deployment and migration to Windows XP SP2 and Office 2003.

• Technologies included in the assessment ranged from Microsoft SMS 2003, Ghostcast Imaging Technologies, Novell ZenWorks and e-directory, MOM 2000 / 2005, Active Directory, and other various Systems Management technologies.

• Instrumental in aiding companies with proper planning and strategies around a successful

implementation of Windows XP SP2 firewall. Specifically touching on key areas of application compatibility testing, Group Policy integration, and firewall customization, to best suit the needs of the client’s environment.

Placement: US Foodservice – Phoenix, Arizona Acting Interim Manager – Global Email Team

• Served as an interim manager for US Foodservice’s Global Email Team. Responsibilities included providing escalation and support for 9 team members (both employee and consultant based).

• Ensured projects were being actively worked on and status of those projects was being communicated up the management chain in the form of status reports to my immediate US Foodservice Supervisor.

• Interfaced with Project Management to aid in implementing a streamlined approach to project task scheduling and milestone creation.

Placement: DHL – Scottsdale, Arizona Packaging – Tech Refresh Project – AMIS

• Served as the project technical lead for DHL Americas Tech Refresh Project packaging effort. Responsible for communicating packaging status and interfacing with team members to aid in implementing a package database and repository for tracking package status and approval state.

• Interfaced directly with DHL upper management ensuring packaging needs were being met and issues were being resolved. Instrumental in the implementation of rich report content for upper management review.

EDUCATION Bachelor of Science in Computer Information Systems Ar izona State University (graduate 1996)

Insight Overview Founded in Tempe, Arizona in 1988 by brothers Tim and Eric Crown, the company and its value proposition have evolved to address changing needs in the IT marketplace. Insight’s vision is to be a trusted advisor to its clients, helping them enhance business performance through innovative technology solutions. Today, Insight Enterprises, Inc. is a leading technology provider of hardware, software and service solutions to business and government clients in North America, Europe, the Middle East, Africa and Asia-Pacific. Insight is focused on helping organizations move technology goals forward in the areas of Public Safety, Cloud, Virtualization, Data Center, Unified Communication/ Collaboration, Network/Security, Data Protection, Mobility/POS and Office Productivity.

We define our “core” business as a global information technology provider of hardware, software and service solutions to business and government clients. We believe that what differentiates Insight from our competitors is:

• Our Scale and Reach – $5.3 billion in net sales in 2011 with sales and distribution capabilities in 21 countries.

• Our People – 5,115 teammates worldwide, including over 1,000 skilled, certified services professionals.

• Our Business Foundation – we offer a broad offering of hardware and software products, with access to more than $3 billion in virtual inventory, efficient supply chain execution and customizable e-commerce capabilities.

• Our Breadth and Depth of Services – developed services capabilities focused on managed services and professional and consulting services, which are particularly strong in the United States and the United Kingdom.

• Our Partnerships and Clients – multi-partner approach with over 5,000 partnerships with manufacturers and publishers and over 70,000 commercial and public sector clients globally.

Insight Enterprises Inc. (Insight) became a publicly traded company in 1995, selling its stock on the NASDAQ under the ticker symbol NSIT. Insight is ranked number 460 on Fortune Magazine's 2012 “Fortune 500" list. It is interesting to note 416 of the global Fortune 500 companies are Insight clients. Insight Public Sector holds over 180 federal, state, local, education and non-profit contracts. IPS currently maintains federal contracts with agencies such as the General Services Administration, and national contracts like US Communities. In addition, our participation in 25 state-wide contracts gives us a solid market share of government technology sales. IPS also holds local government and education contracts for computer equipment and services in 33 states. Highly specialized teams are dedicated to each market offering customized solutions that range from initial consulting, procurement and product delivery to maintenance and support.

Insight Corporate Headquarters: Tempe, AZ

IPS Regional Offices: Bloomingdale, IL; Tampa, FL; Cupertino, CA; Atlanta, GA; Boston, MA; Minneapolis, MN; Columbus, OH; Plano, TX; Dallas, TX; Milwaukee, WI; Liberty Lake, WA; Chantilly, VA

Total Personnel: Over 5,000 worldwide Insight maintains strong relationships with the industries’ leading manufacturers including Adobe, Cisco, EMC, Hewlett-Packard, IBM, Lenovo, Microsoft, Oracle, Panasonic, Sony and Toshiba as well as all of the major distributors including Ingram Micro, TechData, and Synnex. With over 40 buyers in Insight’s purchasing organization, there is virtually no information technology product that we cannot source.

Insight’s facilities include 440,000 square feet of distribution and warehouse space, as well as ISO 9001:2008 certified configuration, advanced integration labs, and fourteen branch offices around the country. Typically, Insight has over $100 million of inventory on hand for fast availability, in addition to our unparalleled ability to source hard-to find technology products.

Insight’s e-commerce site provides 24x7 access to thousands of name brand products at competitive prices. Clients have the ability to track orders, view account status, order history and much more. In addition, we can customize an e-commerce site designed exclusively for the way each company or organization does business. Insight Public Sector’s website may be viewed at www.ips.insight.com.

Central to Insight’s continued growth and success is our focus on offering a comprehensive menu of service solutions. There are more than 1,000 Insight employees in our Technical Services division. These include field engineers, systems engineers, consultants, repair lab and configuration lab technicians, technical support, administration, sales and an implementation team. Our technical service company supports our clients nationwide.

Focused on adding value and delivering suitable IT improvement plans for complete life cycle management, Insight provides a comprehensive array of advanced services, resources, and strategies from a centralized source to help you manage your changing technology needs. The following is an overview of the various service offerings available from Insight:

Insight Programs and Services

• Business Optimization Software – Reduce Costs, Limit Risks. Whether your organization is

local or multinational, Insight can help you standardize your software environment while reducing costs and limiting risk through optimal license use. We are the only software provider offering comprehensive product selection and proven global capabilities, and our global licensing and SAM services are unmatched in the market. We can also help you enhance business productivity through messaging and collaboration and simplify the deployment of Microsoft core infrastructure technologies – from the desktop to the data center.

• Infrastructure and Security – Connecting Your People. Ever growing in complexity, today's network must support collaboration, security, wireless, real-time applications, virtualized data centers and more. Benefit from world-class guidance and resources around network infrastructure, unified communications and security. Insight offers the disciplined methodology and technological expertise you need to support the mission-critical platform of your business. Our end-to-end, consultative approach results in optimized operations, enhanced productivity, reduced costs and managed risks.

• Data Center – Consolidate, Virtualize, Optimize. Streamlined costs and greener IT operations are not mutually exclusive. Not with the cost savings potential of server consolidation and virtualization and the growing reliability of backup, disaster recovery and continuity solutions for complex storage environments. Insight's Data Center practice offers the robust technical expertise and deep manufacturer relationships to deliver innovative and scalable solutions that reduce your data center costs and your carbon footprint.

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• Collaboration – Gain Productivity through Efficient Communications. The collaboration of data, voice and video applications onto a single network infrastructure has opened the door for more efficient communications with dramatic cost savings. Start achieving productivity gains and lower costs. Insight’s Collaboration practice offers the advanced technical resources to design and deliver an array of business-related Collaborations solutions. We hold a Cisco Master Unified Communications Specialization and our standards-based approach provides flexibility and scalability as technology advances and your enterprise grows.

• Product Provisioning Services – Driving costs out of IT Environments. Drive costs out of your IT environment with an efficient supply chain and robust partner relationships including HP, IBM, Cisco, Microsoft and other industry leaders—all with single-point simplicity. With Insight, you benefit from the convenience of Customizable eCommerce Capabilities, plus the trusted advice of a dedicated sales representative backed by certified specialists in systems, software, services and networking.

• Financing and Leasing – Upgrade IT with Little or No Cash Upfront. Acquire the technology you need to serve your constituents with flexible Financing and Leasing options from Insight Global Finance. We've helped clients of all sizes preserve capital, stretch budgets and leverage multi-year software discounts while upgrading technology.

• Warehouse/Integration Services – On-Time, On-Budget Deployments. Integration tasks such as software imaging, hardware configuration and rack building can add to total costs and divert limited in-house resources from more strategic objectives. Simplify the integration of new and preexisting hardware, software and networks with Insight's Warehouse and Integration Services. We can pre-configure IT within our ISO-certified labs and then ship you a plug-and-play solution. Or we can warehouse inventory until you're ready for deployment.

• Maintenance Services – Protecting and Extending the IT Lifecycle. Protect your investments and extend the life of your technology with Insight's Maintenance Services. We have years of experience managing warranties based on both manufacturer contracts and our own Insight Protection Plan. And our National Repair Center offers an array of vendor-certified repair services – from 24x7 service desk to 24-hour-turnaround hot swap – that keep your technology and business running smoothly.

• IT Asset Disposal – Secure, Cost-Effective, Eco-Friendly. Manage security risks, control costs and be eco-friendly with Insight. Our IDC G.R.A.D.E. certified IT Asset Disposal Services kept more than 2,500 tons of e-waste out of landfills in 2008. We offer standards-based e-waste recycling and Department of Defense hard drive wipes, as well as online reporting and Certificates of Destruction to help you track and document progress.

• Cloud Computing/SaaS – On-Demand Computing, Low Monthly Payments. Preserve capital and extend limited resources by delivering business-critical applications and programs from the cloud. With low upfront costs and no need for in-house maintenance, Software as a Service (SaaS) is an effective alternative to expensive on-premise solutions. Insight Cloud Computing focuses on Protecting, Securing, Scalability, and Performance for your company. Insight partners with the world's top providers to deliver solutions around Collaboration and Messaging, Managed Security and Data Management, including Microsoft, Symantec, CA, IBM, MX Logic and DataPipe.

• Remote Network Operations – World-Class Network Resources. Reduce capital expenditures while receiving world-class support with InsightManaged Remote Network Operations solutions. Our U.S.-based engineers and technicians hold over 500 industry certifications around security, event response and remote management of everything from servers and network devices to Cisco Unified Contact Center and TelePresence infrastructures. And it's all done from our state-of-the-art Network Operations Center.

• Business Process Outsourcing – Stretch IT Resources, Enhance Network Support. Free your team to focus on strategic tasks by offloading day-to-day IT operations and non-core functions to Insight. We offer a range of InsightBPO solutions that enhance operations while streamlining costs up to 15 percent over the life of a five-year contract. Our roster of U.S.-based engineers and technicians provides you with reliable, scalable headcount and serves as a seamless extension of your team.

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