Andy Morris  Current Photo

5088 Viewmont West Drive | Charlottesville, Virginia 22902 | (434) 296-4525
andy@andymorris.com

 

ERP Pre-Sales and Implementation Consulting
Financials, Talent Management, Project Management, Business Intelligence & Supply Chain

With developed technical and business qualifications, I have a record of more than 25 years of hands-on experience in strategic planning, business unit development, project and product management using system engineering strategies.  I can successfully analyze an organization's critical business requirements, identify deficiencies and potential opportunities, and develop innovative and cost-effective solutions for enhancing competitiveness, increasing revenues and improving customer service offerings

 

Professional Experience

 

Oracle | Charlottesville, Virginia | 2005 - 2009

Principal Pre-Sales Consultant
PeopleSoft
Enterprise Applications

·         Awarded 2007 Top Revenue Contributor in Commercial Applications region with over $6 million of licensing with companies in financial services, government services, professional services and staffing industries.

·         Exceeded 2006 quota with multi-million dollar sales to LandAmerica, Sallie Mae, NeuStar and other service industry clients.

·         Over 200% of sales target in 2005 met with licensing deals with Marriott International, Choice Hotels, Blue Cross Blue Shield of Florida and Louisiana plus others.

·         Pre-sales solution consulting focused on PeopleSoft Enterprise:

Project Management – with focus on Resource Mgmt, Staffing (hourly workers) and Contracts

Human Capital Management – Talent Mgmt focus plus core HR

Financials - all core accounting and treasury

Procurement - eProcurement, Service Procurement (contingent workers), Purchasing and Supplier Contracts

Business Intelligence and Governance Risk and Compliance

PeopleSoft | Atlanta, Georgia | 1997 - 2005

Senior Pre-Sales Solution Consultant
2000-2005

·         Exceeded multi-million dollar annual software quotas six consecutive years.

·         Completed licensing agreements for over 30 new clients during 2003 and 2004.

·         Awarded top sales consultant in southeast region in 2003 for sales over $5 million with clients like Waste Management, Freddie Mac and Fannie Mae.

·         In 2002, reached 164% of multi-million dollar sales quota with closing business with prospects like IMF, National Geographic Society, Piedmont Natural Gas and Siemens Medical Research.

·         Pre-sales and post-sales product consulting of all PeopleSoft financials, project/resource Mgmt (ESA), talent mgmt, PeopleTools, Business Intelligence (EPM), portals and procurement solutions.

 

Senior Delivery Consultant
1997-1999

Post-sales implementation Human Capital Management, Financials, Project Management (ESA), PeopleTools, Business Intelligence (EPM), Treasury, portals and procurement solutions.

PeopleSoft Enterprise 8.0
Assessment
Blue Cross Blue Shield
FL, 3 months

        General Ledger, Billing, Receivables, Purchasing, Payables, Expenses & Asset Mgmt ~ Project Management: Andy was the Project Lead for a Financials Management Assessment where he provided requirements analysis for seven FSCM applications, coordinated the Technical, Interface and Reporting Assessment team and designed full-system configuration options to support client’s expansion. Andy staffed the upgrade team, developed the project assumptions and the approach, testing strategy, project plan and budget for the project.

PeopleSoft Enterprise 8.0
Production Optimization
PeopleSoft
CA, 5 months

        Financials/HCM Optimization ~ Project Manager: Andy managed a team of consultants optimizing seven financial applications, including a custom PeopleTools application.  He chaired the client’s Global Management Team for post-production optimizations in addition to managing an Executive Report project.  Andy developed, maintained and communicated project plans, budgets and status to Finance, Management and Operations.

PeopleSoft Enterprise 7.5
Upgrade Planning Workshop
Option One Insurance
CA, 1 month

        Financials/HCM Upgrade ~ Project Manager: Andy managed a team of consultants providing multiple human capital mgmt and financial application fit/gaps for a mortgage insurance company.  He led the Upgrade Planning Workshop for the Phase 1 implementation and the Phase 2 conversion plan for historical 1099 data.

PeopleSoft Enterprise 8.0
Upgrade Planning Workshop
and eAssessment Packages
Imperial Holly
TX, 2 months

        Financials Upgrade ~ Project Manager: Andy designed and led the Upgrade Planning Workshop and a Strategy & Planning Review.  He managed the team of consultants providing an upgrade fit/gap, customization analysis, historical data retirement and parallel deployment plan for additional applications.

PeopleSoft Enterprise 8.0 Tools
and FDM Upgrade
Atlas Roofing
MS, 8 months

        Financials Upgrade ~ Project Manager:  Andy managed client and PSC functional and technical resources for a 7.02 to 8.14 upgrade.  He coordinated a Parallel Deployment Workshop and customization review resulting in a 74% reduction in reporting and customization upgrade costs. Andy presented impact statements for scope changes to the Executive Steering Committee, chaired Upgrade Status Meetings, developed Upgrade strategies, prepared and managed Upgrade Project Plans, Budget, and Scope, and developed strategies for Issue Resolution, Process Change Control, Software Configuration, Software Customization, Testing Phases and Security.

PeopleSoft Enterprise 7.5
Implementation
Drypers
TX, 6 months

        General Ledger ~ Lead: Andy conducted fit/gap sessions and collaborated with users restructuring the ChartField/Chart of Account logic, combination editing and journal entries.  He provided interface/data mapping, a consolidated ChartField structure from multiple legacy systems and created trees to accommodate SEC and tax requirements.  Andy prepared documentation, training and coordinated all testing phases.

PeopleSoft Enterprise 6.0
through 7.5 Assessments,
Implementations & Upgrades
PeopleSoft Consulting
1997-1998

        7.5 GL, AP, EX, BI, AR ~ production support-CA
7.5 PO, AP ~ upgrade assessment-TX
7.5 AP ~ implementation project plan-CA
7.5 nVision ~ production support-CA
7.5 Project Costing ~ development testing-CA
7.0 GL ~ implementation assessment-NY
6.0 GL ~ implementation-KS

 

MAPICS

Marcam / MAPICS | Atlanta, Georgia | 1993 - 1996

Director of Financial Applications
&
founding member of Open Applications Group

·         Implemented an international accounting suite with USA-based supply chain solution (MAPICS).

·         Coordinator and chief editor of Open Applications Group early standards among a global group of ERP software providers.

American Software | Atlanta, Georgia | 1987 - 1993

Director of Financial AS/400 Products

·         Managed a team of analysts developing international accounting software with third party integration and European Economic Community (EEC) requirements.

·         Implementations in England, France, Switzerland, Italy and the USA of international accounting solution to USA-based supply chain software.

MCI | Washington, DC | 1985 - 1987

Senior Systems Analyst

·         Implemented / developed CICS/COBOL telephony engineering applications to augment microwave infrastructure with fiber optic technology.

Electronic Data Systems | Washington, DC | 1983 - 1985

Systems Engineer

·         Implemented CICS/COBOL financial applications at over 30 IBM mainframe U.S. Army sites.

·         Completed EDS Systems Engineering Development training.

 

WIKOFF, KODANI & CO., CPAS | Honolulu, Hawaii | 1982 - 1983

Certified Public Accountant

·         Corporate tax & audit.

 

 

Education

Georgia State University

Texas A&M University primary mark

Master of Business Administration, 1989
Management Information Systems

Georgia State University, Atlanta, Georgia

Bachelor of Business Administration, 1982
Accounting

Texas A&M University, College Station, Texas

 

 

Skills Summary

PeopleSoft Enterprise
Applications

General Ledger

Payables

eSettlements

eProcurement

Purchasing

Asset Mgmt

Billing

eBill Payment

Receivables

Cash Mgmt

Project Costing

Contract Mgmt

Program Mgmt

Proposal Mgmt

VAT/GST

Multicurrency & InterUnit Accounting

eRecruit/Candidate Gateway

eRecruit Manager Desktop/Talent Acquisistion Manager

ePerformance

eDevelopment

core HR

Front Office Staffing

Resource Mgmt

Services Procurement

Expenses

Supplier Contract Management

support and integration with various third party applications

Technical
Proficiency

PeopleTools

Application Designer

Tree Manager

Data Mover

SQL

Excel to CI

PS Query

Query Analyzer

PS n/Vision

Cube Manager

Engagement Experience

Project Management

Compass PM Methodology

Upgrade Planning Workshops

Implementations, Optimizations and Upgrades

Systems Integrations

Data Conversion

Impact Assessments

Business & Technical Process Reengineering

Fit/Gap Analysis

Configuration

Unit through System Testing

End User Training

Other Accomplishments

Certifications

Certified PeopleSoft Project Management, 2000

Certified PeopleSoft Enterprise Financial Management, 2000

Project Management Institute, Project Management Associates, 1992

Training

PeopleSoft PeopleTools (I & II)

PeopleSoft General Ledger and General Ledger Academy

PeopleSoft Billing and Receivables

PeopleSoft Payables and Payables Academy

PeopleSoft Commitment Control

PeopleSoft Purchasing

PeopleSoft PS/n Vision Reporting

PeopleSoft Query Basics and Query Advanced

Managing Projects and Scheduling/Cost Control

Project Leadership, Management & Communication

PeopleSoft Compass Methodology PM Workshop

Managing Projects with MS Project

PeopleSoft Project Manager Workbench

Recognition & Awards

PeopleSoft Outstanding Contributor Award, PeopleSoft Q1, 2000

Valuable Contributor Award-Project Management, Drypers Q4, 1998

Associations

PSoftPros – Member since 2008

IT Toolbox - PeopleSoft, Member since 2008

PeopleSoft Alumni - Member since 2005

 

 

Client Success List

These companies are the some of the success stories of my 12+ years with PeopleSoft applications.  ** indicates a focus on project management along with core financials.

Banking and Insurance

Ace Insurance
AgFirst
Alfa Mutual Insurance
American Natl Insurance
BankSouth
Colonial Bank
Erie Insurance
eSurance
Lydian Virtual Bank
Pennsylvania National Insurance
Radian Group Inc.
Scottish Re
Triad Guaranty Insurance

Financial Services

Advance America
Advanta
Barclaycard
Capital One **
International Monetary Fund (IMF)
LandAmerica
Lazard Ltd
Legg Mason
Moody's Investors Service
Sallie Mae
Saxon Capital
T. Rowe Price
World Bank

Government Services

American Red Cross **
Anteon **
Booz Allen Hamilton
Bureau of National Affairs
Fannie Mae Foundation
Federal Reserve
FINRA/NASD **
Freddie Mac **
GTSI **
ManTech International Corp. **
Thales Communications, Inc. **
U.S. Mint

Healthcare

Blue Cross Blue Shield - Florida **
Blue Cross Blue Shield - Louisiana **
Owens and Minor
Maxim Healthcare

High Technology

Alliance Data
American On-Line
Compaq
Electronic Data Systems **
GSI Commerce **
Perot Systems
Texas Instruments

Hospitality

Choice Hotels International
HMS Host
Host Hotels
LaSalle Hotels
Marriott International **
Shaner Hotel Group
Sunrise Senior Living, Inc. **

Manufacturing

Atlas Roofing
Baltimore Aircoil Company
Canon Printers
C F Sauer Company
Ciba Vision
Dixie Crystals
Drypers
Harris Corporation
Imperial Sugar Company
Lexmark International
National Gypsum
Pepsi USA
Reynolds Aluminum
Reynolds Tobacco
Sealy Mattress
Shaw Industries
Siemens Medical Solutions
Tom's Foods, Inc.
Wolseley

Media

Atlanta Journal-Constitution
BELO Corp
Clear Channel Communications
Cox Communications
Media General Operations Inc.
National Geographic Society **
Washington Post

Other

American Chemical Society
Christie's
Howard Hughes Medical Institution
International Speedway
LaMadeleine
Lennar
NeuStar, Inc. **
Quintiles

Professional Services

Ajilon **
Allegis Group **
BlackBoard **
Brinks
Carey International
Carrekar Corporation **
IGC Commerce
Laureate Education Inc. **
Prometrics
TEK Systems **

Retail

Advance Auto Parts
Alex Lee
AutoZone
CarMax **
Circuit City
Eckerd Drugs
Home Depot
Interstate Battery
JC Penney
Lifeway
Lowes
Men's Wearhouse

Real Estate Investment

Camden Living **
Enterprise Community Partnership **
Harkins Builders **
Rouse Company **
United Dominion Realty

Telecommunications

America On-Line
Nextel
Sprint

Transportation

Old Dominion Freight Line
Overnite Corp

Utilities

AmeriGas
Cardinal
Duke Energy Corporation
El Paso Corporation **
Pennsylvania Power and Light Corporation
Piedmont Natural Gas Company Inc. **
SCANA, Inc. **
Washington Gas
Waste Management **

 

Updated on 08/14/09