Clients

   For information on individual projects, scroll down.

CUSTOM INFORMATION SYSTEMS

Prepared business plan, which documented business vision and strategy for CEO.  Incorporated in the structure of the plan was a competitive, marketplace and financial analysis.  Strategic partnerships were documented as well as proposed organizational structure.

RAILINC                                                                                          

Developed requirements documentation and functional specifications for several projects.  Conducted user interviews and performed a needs analysis.  Prepared hazardous materials and emergency response requirements.  Wrote requirements and functional specifications using algorithms for ISM Data Quality project.  Reviewed contract with vendor to improve processes in production environments to increase productivity.  Worked as part of a team to prepare a company workshop on system development life cycle methodology to solicit new input from analysts to improve the process.

LUMINARE MULTIMEDIA, INC.                                               

Responsibilities included defining project and business staffing needed.  Monitored costs for projects up to $7.1 million by resource and deliverables.  Facilitated new project planning by developing responses to Requests for Proposals.  Prepared job descriptions, designed the hiring process and hired management, support staff and consultants.  Instituted quarterly performance reviews and bonus structure to reward employees to enhance motivation for increased performance during a high growth phase.  Established Lines of Credit and Banking relationships.  Secured insurance for needs of company.  Prepared non-disclosure and contracts with attorneys.  Wrote proposals and helped to establish business.

FIDELITY INVESTMENTS                                                           

Responsibilities included interfacing with all levels of the company - from vice president to data entry clerk, to obtain information on electronic channel architecture.  Compiled and published documentation that described applications used at Fidelity, the environments the applications operated within and transactions within each application.  Information was given to the systems architects as a reference for the hardware and software environment.

DUKE CLINICAL RESEARCH INSTITUTE                               

Responsibilities included preparing the Intranet site for the organization and meeting with managers of clinical trails to gather and analyze the content.  Developed and instituted a design for the Web site and made content accessible to those involved in clinical trials.  Assisted in the development of test plans consistent with the Keane System Validation Methodology.  Ensured that the Voice Response System accurately randomized and assigned drug kits consistent with the specified protocol.

THE NEW ENGLAND                                                                    

Responsibilities included the development and implementation of the Client Teleservice Center’s insurance intranet site for programmers and testers.  Examined the requirements for the Electronic Commerce project which allows customers to use a customized version of “Managing Your Money” to perform financial planning. Prepared workflow analysis and produced data flows and batch run schedule to show how strategic partners would update information nightly using batch programs.

STANFORD UNIVERSITY HOSPITAL                                       

Responsibilities included writing procedures of the hospital’s billing system to assist in the process of a new billing system for the hospital.  Updated the Programmer/Operations Manual which was used in the migration from the University’s computer system to the Hospital’s computer system.

APPLE COMPUTER

Worked with programmers to develop technical specification manual for networking protocols.  Project was a joint venture project with Digital Equipment Corporation.  Worked out tight guidelines and budget to ensure that specifications were delivered on time.

BANK OF AMERICA

Assisted with the Transaction Processing System on an IBM mainframe running MVS/CICS to prepare materials for a team project.  The project improved response times for customers at the ATM machines.

BANK OF CALIFORNA

Developed materials to retrain staff on the procedures used to move money around the world in the cash reimbursement system. 

CHARLES SCHWAB

Prepared web site to educate sales staff on new products offered by Schwab.  Of particular importance were the features and benefits of the Roth IRA, Tax Deferred Investments, Money Market Accounts,  Frequently Asked Questions and weekly topics of special interest.

BECHTEL

Developed a manual which explained the inventory system used throughout the work on Bechtel engineering project.  The inventory system was a repository for all materials used on projects.  For example, the inventory system was used to build a nuclear power plan in China.

DHL AIRWAYS

Assisted the system programmer in developing a performance tuning manual.  Developed three manuals for the new Accounts Receivable System.  Audience included:  data entry personnel, system administrator and operations team.  She also prepared the global Management Information Systems budget by divisions:  Financial Development, Database Administration, Data Services, Operations and Marketing, and Administration.  The Global Development budget was $9.7 million.

ROYAL VIKING CRUSE LINE

When Royal Viking closed down the San Francisco site and moved to Miami, there were no instructions on how the system operated or how to maintain the system.  Materials were prepared on how to maintain and use the Reservation System and the Skald (frequent cruiser club) System.