Experience

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  Self-Employed

  • Document And Records Management Consultant

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  Self-employed

  • Document and Records Management Consultant

    • Jan 2006 - Present

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  Paragon

  • Principal Consultant

    • Oct 2010 - Apr 2011

    Document Management/Records Management/eDiscovery Consulting!- Implemented a Proof-of-Concept for a large Blue Cross insurer involving Documentum 6.5, Retention Policy Services and Records Manager.- Performing Records analysis and development of a File Plan/Retention Schedule for a large Workmen's Compensation Insurer.

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  South Royal Gardens LLC

  • Document Management/Records Management Consultant

    • Jan 2004 - Sep 2010

    Consulting in areas of document and records management for government and commercial clients. - Consultant to Momentum in support of Records Management initiatives at Dept. of State, Overseas Building Operations and a Dept. of Defense office (Opentext).- Consultant to Sword in support of Records Management Initiatives at Standard and Poor's (Documentum).- Consultant to IBM in support of an E-Discovery initiative for Allstate Insurance Company. - Consultant to Stanley on implementing Documentum for Dept. of Treasury and to IRS in performing alternatives analysis in support of Printing, Distribution and Delivery of Tax Forms and Publications.- Consultant to Dyonyx on a needs analysis and design for a Documentum at HHS OPHEMC (BioShield and BioFlu Program).- Consultant to STG Inc. in supporting the next generation cabling (email) system for the Dept. of State with regards to records acquisition and management.- Consulted to EMC regarding Documentum Records Manager implementation for Central Tax Administration of Mexico in Mexico City. - Provided records management expertise for a correspondence control application for SSA (using Open Text).

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  Docutex

  • Washington D.C. Metro Area

  • Records Services Lead, Consultant

    • Nov 2009 - Jan 2010
    • Washington D.C. Metro Area

    Performed an analytical study for Fannie Mae regarding the approach to an upgrade of their exisiting Documentum 5.3 platform to Documentum 6.5 - primarily performing Records Management functions for the whole of the organization.

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  Sword

  • Document and Records Consultant, Standard and Poor's

    • Mar 2008 - May 2009

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  Millican and Associates

  • Principal Consultant

    • Jan 2001 - Dec 2005

    Responsible for performing document and records management analyses and studies for commercial and government clientele. - Led an effort to analyze regulatory file and document management operations at the American Red Cross Biomedical. - Performed requirements analysis and developed business rules for a new messaging/document management system at Department of State. - Developed requirements for the Legal Department’s Treaty Information System for an existing Hummingbird system.- Consulted to EPA HQ regarding requirements for, and selection of, an agency-wide document and records management system. Consulted to EPA Region 5 Air and Radiation Safety on development of needs, requirements and selection of a document management system. .

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  Equient, (Veridian)

  • Sr. Architect, Content Management

    • Jan 2000 - Nov 2001

    As the Senior Architect (Content Management Systems) for Equient, I led the organization with regard to partnerships, technology and solution design. Evaluated and defined content management direction for clients. Performed needs analysis with clients using facilitated workshops, provided support in identifying architectural alternatives to solve content management issues, and provided design support in system development. Supported sales efforts.

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  Ultraprise Corporation

  • Senior Product Manager

    • Oct 1999 - May 2000

    Designed and supported development of ULTRAPRISE.COM in the secondary marketplace for mortgage transactions. This included requirements, market research and marketing, and coordination with user interface, development, and testing groups.Founding member of the XML-Mortgage Partners. Participated in the development of architecture and core data items as reflected in DTDs. Prepared submission of XML-MP architectural documents to the Mortgage Banking Association.

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  Infodata

  • Director of Integration Consulting

    • Jan 1993 - Jul 1999

    Everything document/record management related, including analysis/design/integration/development and implementation using Documentum, PCDocs, Interleaf, Acrobat, Verity, Fulcrum, BasisPlus, etc. etc. For major clients, both Government and commercial.

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  Space Station Freedom/Boeing & McDonnell Douglas

  • Electronic Publishing Systems Specialist

    • 1987 - 1992

    Involved with everything surrounding Interleaf publishing software and Space Station document management and delivery systems. Was on the team that first integrated DEC EDCS with BRS Search to provide an EDMS. Worked on our 3-tier architecture (Oracle, IBM RISCs, X-windows, Fulcrum, Interleaf, Worldview, PostScript) EDMS that delivered Space Station documents around the world.

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  Xerox

  • Senior Training Specialist, Leesburg & Rochester

    • 1984 - 1987

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  Libra Technology

  • Testing, Training and Site Support Analyst

    • 1982 - 1984

    Initial contractor building TRIMIS - Tri-Service Medical Information System...I did all the Testing, Training, and Support for Army, Navy and Air Force sites. It was fun converting paper systems into one of the first electronic systems! Most difficult was convincing the hospitals that they had to balance their books.

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  SYSCON Corporation

  • Systems Analyst

    • 1981 - 1982

    Systems Analyst for a Signal Security project - mobile and fixed sites performing signal acquisition and analysis in shipping ports.

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  HBH Company

  • OJT Development Supervisor

    • 1979 - 1981

    Worked for the US company that built the Saudi Navy (SNEP). We built all the bases, the whole Navy. First job out of school....what a way to learn a lot in a short period of time! Our training department was responsible for creating training for every job that supported an operational Navy. And I had to learn that myself first! Wow...thank god for Navy Training Manuals.