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Resume
Dr. James W.
BIOGRAPHY
James is a senior consultant with extensive experience using
advanced technology for analysis, design and construction of systems
which solve business problems. He has designed and implemented
systems combining relational and multidimensional database
components in client/server and web architectures. His strengths lie
not only in his technical skills, but also in his ability to match
appropriate computing resources to business requirements.
EDUCATION
- B.A. in Mathematics, Johns Hopkins University.
- M.A. in Philosophy, Northwestern University.
- PhD. in Philosophy, Northwestern University.
AREAS OF EXPERIENCE
User requirements analysis, system architecture, data modeling,
business system design and functional specification of applications
supporting operations, management information and decision support,
including olap and multidimensional databases. Familiarity with use
of case technology in object-oriented and information engineering
methodologies, including uml and ie. Significant project management
experience.
Business process re-engineering, application portfolio
identification and definition, enterprise data and process modeling,
technical architecture and integration with legacy applications.
Assessment of the applicability of advanced technology.
Identification, definition and implementation of knowledge-based
applications. Knowledge engineering and prototype development of
expert systems. Technical architecture for embedded systems.
Technical and administrative support for Data Administration and
Database Administration organizations, including uml data modeling,
analysis and normalization, design reviews, change control,
standards and procedures. Logical and physical design of relational
databases, database performance and tuning. Application design in a
relational environment.
EMPLOYMENT HISTORY
Applied Epistemology Corporation, Principal, January 1987 - present.
Independent Consultant, September 1982 - December 1986.
John Rhodes & Company, Senior Consultant, April 1979 - September
1982.
Equitable Life Assurance Society, Database Designer, February 1976 -
April 1979.
HARDWARE EXPERIENCE
IBM S/390, 370, 303x, 308x, 3094 (SVS, MVS, MVS/XA/ESA, VM), IBM
43xx (VM), Sun Sparc E10000 (Solaris), IBM RS/6000 (AIX), HP 9000
(HP-UX)
IBM PS/2 (OS/2 2.1, DOS 6.2), PC (MS DOS, Windows 98, Windows NT
4.0),
Teradata DBC/1012
SOFTWARE EXPERIENCE
Oracle8i, Oracle Express Objects 2.2, Express MDB 6.3, Express SPL,
Sales Analyzer, Financial Analyzer, Discoverer 4i
SQL Server 2000, Analysis Services, Data Transformation Services,
Knosys ProClarity, Essbase 5.0.2, Cognos PowerPlay, Impromptu
DB2, QMF, SQL/DS, Teradata, IMS DB/DC, CICS, TSO/ISPF, VM/CMS,
DB2/2, Database Manager Perl 5, SAS, FOCUS, Nomad2, COBOL,
Assembler, FORTRAN, BASIC, Objectory, OMTool, ADW, Bachman Analyst,
IEF, Excelerator,
Smalltalk V/PM, Parts, VisualWorks, Visual Age, Visual C++,
Allegro CL, CLOS, Common LISP, TI Scheme, SCOOPS,
Aion 6.2, Nexpert Object, Kappa PC, KBMS/Intellect 405E,
PRINCIPAL CONSULTING ASSIGNMENTS
Instinet Corporation
MIS Data Warehousing Practice. March 2001 – present.
Developed and administered Discoverer 4i interface to warehouse of
trade, revenue and profitability data. Responsible for usability,
performance, problem resolution and change management. Contributed
to warehouse design, including design and implementation of
multi-dimensional application security model using Oracle 8i’s
Virtual Private Database (fine-grained access control). Identified
and implemented design changes to improve Discoverer functionality
and query performance.
Prudential Securities, Inc.
Information Systems Group. September 2000-February 2001.
Developed uml models for, and implementation of, data warehouse and
multidimensional database of commission payment information,
provided as a service to clients of Wexford Securities. Web based
front-end provides standard reports and ad hoc query capability.
Clients may develop and save customized reports also. Developed
end-to-end system, including mainframe data extraction, cube
definition and loading, standard report development.
Merrill Lynch
CICG Finance. March 1999-September 2000.
Developed Oracle 8i data warehouse for Global Analysis and Reporting
system, an intraday position and p&l reporting application. Data is
replicated from sql Server reconciliation application in five
world-wide locations to Oracle repository in New York, and passed in
near real-time to multi-dimensional Express database by processes
developed in Express spl. Repository accessible globally via
multiple front end tools (Discoverer, Financial Analyzer, Crystal
Reports) Developed prototype multi-dimensional databases for
evaluation in Cognos PowerPlay and Hyperion Essbase.
Revlon
Information Systems. October 1995-February 1999.
System Architect of a Sales & Marketing data warehouse. Express
Analyzer was used to provide 5-dimensional access to an Oracle
database. Developed intelligent, object-oriented software using
Express SPL to automate virtually all aspects of implementation and
operations. From a set of business constraints, the system
identified aggregations to be pre-calculated, then generated
metadata and all Oracle objects (ddl for tables, indexes and views,
dml for summary table aggregation and pl/sql update programs)
required to present 1,890 possible views. System meets performance
objectives while physically storing less than 3% of potential
aggregations. Usage statistics collected dynamically support ongoing
optimization. A common set of objects is used to generate metadata
and Oracle objects as required for ongoing operations. Designed and
implemented Unix process control software for load and update
operations to permit maximum parallelism consistent with resource
availability.
Syrinx Corporation
Instructor, Methodology Consultant. February 1995 - June 1995.
Instructor for Object-Oriented Requirements Analysis. Course
materials based on Ivar Jacobson’s Use Case approach. Mentoring and
design consulting for course clients to assist them in applying
concepts learned to specific projects.
At Fidelity investments, taught a Requirements Analysis, and
mentored a development team during the analysis and design of a
portfolio management product for individual investors. Developed
standards for Use Case documentation and assisted with object model
specification. The system was developed in Visual Works.
NYNEX Telesector Resources Group
Strategic Systems Development. December 1993 - December 1994.
Developed application requirements for a Sales Account Management
system in support of Process Re-Engineering initiative to create
Business Account Team Centers to consolidate customer contact for
corporate customers. Developed domain object model of new sales
management process using Rumbaugh’s OMT. Principal author of RFP;
participated in analysis of responses and award of development
contract. Project leader for the installation of an
externally-developed Visual C++ application in the NYNEX
client/server environment. The system was moved from SQL/Windows
into an Oracle/WinOS2 environment, and integrated with NYNEX’s
proprietary middle-ware. Designed and wrote data transformation
subsystem in Smalltalk/V for consolidation of account data from IMS
and DB2 databases.
Warner-Lambert Corporation
MIS - Distribution Systems. June 1993 - September 1993
Responsible for technical architecture, knowledge base design and
systems integration of a system to interpret EDI transmissions and
transform them so that they can be processed by existing
applications. The system comprised a KBMS knowledge base embedded in
IEF-generated CICS transactions; knowledge base performs
context-dependent customer identification, code interpretation and
ambiguity resolution, and multi-level override and exception
processing.
New York Life Insurance Co.
Individual Policyholder Services. November 1992 - May 1993
Participated in an assessment of the use of knowledge-based
technology for business process re-engineering within the IPS area.
Evaluated the effectiveness of three current applications, and
developed recommendations for several candidate applications,
including proposal for an Intelligent Strategic Service Facility to
integrate multiple knowledge-based applications and existing online
systems. Designed system architecture, processing flow and user
interface for a demonstration version of a selected candidate
application, including integration with existing CICS and IDMS
applications and evolving client-server architecture for Service
Representative support platform.
Metropolitan Life Insurance Co.
Human Resources Technology Research. August 1992 - January 1993
Project leader for the development of an expert system to
re-engineer the employee retirement process. System determines all
required calculations, invokes 3-16 existing CICS transactions,
which determine basic pension amount and deductions under Met's
Flexible Benefits program, performs additional (previously manual)
calculations, and combines the results to produce all communications
to the retiree and provide automated inputs to payment, pension
reserves and personnel systems. Responsible for overall application
design, knowledge engineering and knowledge base development, and
system integration in a cooperative processing environment.
Knowledge base design includes consideration of extensions for
decision support.
Chase Manhattan Bank, N.A.
InfoServ International. November 1991 - August 1992
System Architect and Information Engineering methodology consultant
for the development of a repository of intra-day and historical cash
management information regarding Corporate and International
Institutional customers. Developed target data model, identified
sources and designed consolidation subsystem. Business functions
comprise position monitoring, liability risk control, customer and
product profitability and MIS reporting. Responsible for design and
implementation of CUA interface in both cooperative processing and
native 3270 environments. Significant project management
responsibility.
American International Group
Domestic Brokerage Information Services. January 1991 - October
1991.
Responsible for knowledge engineering and development of expert
systems for Reinsurance Services and Surety divisions. Applications
developed included an Account Analysis system to support
underwriter's quarterly reviews of both financial and non-financial
information, a mainframe application to support the reconciliation
of payments with accounts receivable, and a prototype of the
reinsurance layoff process for property insurance. Additional
responsibilities included technical support for upgrading the expert
systems software environment, including designs for client-server
and cooperative processing environments. Wrote methodology manual
for expert systems development. Provided technical support to other
development groups for expert systems and natural language query
applications.
NYNEX Service Company
July 1989 - October 1990
Analyst on Feasibility Study team for the development of an
integrated Billing system for New York Telephone and New England
Telephone. Principal author of Feasibility Study report. This report
assessed the competitive environment in the telecommunications
industry, corporate strategic plans, current and future business
requirements and the status of current application systems. It
recommended the development of a set of applications and an
integrated database which will consolidate six major systems
supporting message processing, bill generation, collections and
management information. Examined several alternative development
scenarios and performed cost/benefit analyses. It also outlined a
project organization and development methodology for the recommended
alternative.
G.A.B. Business Services
January 1989 - June 1989
Consultant to Vice President for Technology. Responsibilities
included establishing Data Administration and Data Base
Administration functions, with additional responsibility for
advising on company's initial DB2 application. This included review
of logical data model and physical database design, establishment of
test and production DB2 environments, performance monitoring and
staff training.
Pfizer, International
January 1988 - November 1988
Performed knowledge engineering and technical development of an
expert system for estimation of DB2 transaction performance during
BSD phase of development. Data analysis and physical database design
of regulatory reporting system, supporting recursive relationships
of physiological and pharmacological nomenclature. DB2 design and
performance consulting for Corporate DBA, including standards,
package evaluation, performance measurement and monitoring
techniques.
Mobil Oil Corporation
Sales and Supply Division. July 1985 - December 1987
Lead analyst for six-month BAA study of data processing requirements
for the international supply and distribution division. Principal
author of the architecture report, which recommended a portfolio of
applications, a technical environment, and implementation
priorities. Chief Designer of the development team for the above
application portfolio. Responsible for global data model, database
architecture, application integration, application of DB2 standards
and procedures. Principal business analyst for the design of core
applications; database architect for all applications, physical
database designer for selected critical applications.
Studied applicability of AI techniques to business problems
occurring in the above domain. Identified potential expert system
and language processing applications, and developed proof-of-concept
prototypes for selected applications.
Chemical Bank
October 1983 - June 1985
Analyzed architecture of domestic and international funds transfer
systems. Devised a strategy for restructuring the system to enable
it to meet performance and functional objectives. Senior
analyst/project manager for the redesign and redevelopment of the
Corporate Cash Management product. Development was concurrent with
replacement of DDA system, necessitating conversion of all major
interfaces.
Swiss Bank Corporation
New York Branch. September 1982 - September 1983
Performed requirements analysis and wrote functional specification
for a secondary market trading system for U.S. Government
securities. Scope included trader support, clearance and trade
accounting and management information functions. Performed
requirements analysis and wrote functional specifications for system
to support the Bullion Vault. System addressed inventory control and
fee administration, as well as COMEX depository functions.
Manufacturers Hanover Trust Company
Wholesale Information Systems March 1981 - September 1982
Conducted requirements and analysis and performed logical data
modeling and physical database design for customer economic profile
(profitability), and global exposure monitoring system. Supported
client in defining the charter, organization and functional
interfaces of Information Management and Data Base Administration
groups for the wholesale division. Technical consultant to Data
Administration area. Responsibilities included application design
and performance reviews, data dictionary standards and procedures,
and design and implementation of an extensibility structure for an
Analysis Support system.
General Foods Corporation
July 1980 - January 1981
Structured analysis and logical design of the Pricing and Billing
portion of a distributed support system for Distribution/Supply
division.
Mobil Oil Corporation
Corporate Database Administration April 1979 - July 1980
Performed functional analysis and design of Change Management
system, and developed procedures for the support of Production, DBA
and project management change control requirements. Database design
and implementation of general report scheduling and distribution
system for the IMS DB/DC environment.
Equitable Life Assurance Society
(Employee) February, 1976 - April 1979
Senior member of Database Design Group, responsible for design and
implementation of all aspects of IMS DB/DC applications, including
logical and physical database design, screen design, control block
generation, coordination of multi-application database use, and
change control. Provided technical support for application
development teams and training for new Design Group members.
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