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Skip Stein

Energy, Oil & Gas Systems

Senior Business Integration Consultant/Project Manager

Web: www.msc-inc.net ~ Email: EBFM@msc-inc.net

Office: 800-856-3193 ~ Direct: 407-680-3914 ~ Fax: 888.243.1843

I am a Senior ERP Business Analyst and Project Manager based in Orlando, Florida. I am a professional consultant dealing with issues and solutions to problems in the Management Information Systems field. Always with an eye toward business objectives, my hands on implementation approach to Project Management has provided an effective means to complete many projects with aggressive time tables on time and within budgeted parameters. I have developed and implemented systems in the Oil & Gas and Energy industries, including revenue & royalty, drilling and delivery, pipeline, fuels trading, and exploration and production.

As an experienced computer systems professional functioning as an information and data architect, I have gained valuable skills and knowledge by working in a wide range of industries and applying a varied set of technology solutions to complete project tasks and resolve client problems. My employment and consulting history includes such businesses as Manufacturing/Distribution, Pharmaceuticals, Oil & Gas, Petrochemical, Telecommunications, Public Accounting, Banking and Finance, Resort and Hotel Management, and Retail Sales and Distribution. Within these organizations, I have performed in positions as Programmer Analyst, Project Manager, Operations Director and Director of Development and Chief Information/Technology Officer.

I provide a complete skill set coupled with a professional business sense that provides me with the ability to understand complex business situations and ‘pare’ them down to achievable action steps. I have the ability to bounce from technical discussions with engineers to business analytical reviews with senior management. My drive, enthusiasm and team work skills allow me to define, develop and implement business process solutions to complex business problems.

My skills include the ability to take charge of projects, generate cohesive team participation and complete assignments in a timely manner. Since each task of a successful project depends on all previous and subsequent tasks, I have developed project management and team building skills while utilizing precedence and critical path method management techniques. Most recently, I have worked with Electronic Business Flow Management (EBFM) systems utilizing EDI and Web Commerce tools to implement business-to-business communications solutions in conjunction with International ERP systems deployments.

During my career, I have enjoyed an in depth involvement with a varied set of technologies and utilized them to provide productive and cost effective business solutions. As a Project Manager, I have worked around the globe reaching from the Prudhoe Bay Alaska to Hong Kong to Europe and Mexico. Working on massive projects like the Prudhoe Bay Sealift Project in Alaska to major manufacturing/distribution operations involving airfreight operations from Hong Kong to the USA, and warehouse management systems in Europe, I have developed team management and implementation skills enabling these and other projects to be completed on time and within budget.

As a senior manager with KPMG and Stone & Webster I worked with energy based companies, including Panhandle Eastern, Anadarko Production, South Texas Nuclear, Philadelphia Gas Works and other energy producing companies. I am well versed in financial systems and operations working several years in commercial banking industry and public accounting. I have implemented Enterprise Resource Planning systems for manufacturing/distribution, electronics and pharmaceutical companies. I have also designed and implemented various manufacturing/distribution/financial EDI transaction systems for major manufacturers in the USA and Europe.

Citizenship: United States of America

Education: B. S. Management

University of Houston, Houston Texas

Certification: CISA - Certified Information Systems Auditor

CDP - Certificate in Data Processing

Spoken Languages: Fluent: English (USA), Light: Spanish, German & French.

Computer Languages: HTML, XML, COBOL, Assembler, FORTRAN, PL/I, C++, Visual Basic, VISIO, and RPG

EDI Standards: ANSI X.12, EDIFACT, VICS, UCS, ODETTE, TRADACOMS, and HIPAA X12N; AS2 Security including Secure FTP, Trailblazer, IP/NET , Inovis/QRS, Seeburger, MS, Liaison Technologies and others.

Computer Software: MVS/XA, SNA/VTAM, UNIX, OS/400, IBM i 6.1, PICK OS, Oracle, DB2, MS/SQL, MySQL, MS/Access, Open Office Suites, Windows 2003/2000 Server, Windows Vista/XP/2000, Microsoft Sharepoint, MS Office ,MS Project, Access , Internet TCP/IP, MS SQL, Oracle, Informix, Novell, Sterling Software’s Connect: Direct (NDM), Sterling Gentran, Inovis , Liaison (Softshare), 1EDI Source, and other EDI Transaction Mapping Systems,

Computer Hardware: Intel based Servers, DEC, HP, IBM System Z, IBM Power Systems, iSeries (AS/400), 3090, Intel and compatible PC’s, SUN Microsystems, Point of Sale Systems, CBX Systems

ERP & Other Systems: Oracle, JD Edwards Enterprise One (JD Edwards (XE/World 9.1/ERP 7.3 – 8.12), Oracle, Ross (Gembase), SAP, TriZetto /Erisco, FreightDATA, AccuPlus

Implemented and automated the Procure to Pay Purchasing Department EDI integration with key suppliers for a Mid-South Refinery. Designed electronic commerce (EDI) transaction specification, standards and business processing procedures. Worked directly with suppliers to coordinate and test full purchase functionality for blanket ordering, stock and non-stock items controlled by the JD Edwards ERP system.

JD Edwards 8.12 integration remediation for a Midwest wire rope manufacturing company. Coordinate business process enhancements across all business units. Revise and implement new business practices to deal with newly installed JD Edwards ERP system. Plan integration process and electronic transaction processing for Order to Cash, Procure to Pay and banking/financial integration.

Managed the development of a comprehensive revenue and royalty distribution accounting system for Anadarko Production, an oil and gas exploration and production company.  The system captured revenue generated from field operations through refinery sales and computed the royalty proceeds to feed the royalty distribution subsystems. The royalty distribution system accounted for lease record holdings for all royalty interests.  Oil and Gas production values were input and allocated to leasehold interests and royalty computations made with subsequent royalty and revenue amounts distributed.

Managed the establishment of a scheduling system for Sohio to support the Sohio Sea Lift Project in Prudhoe Bay Alaska, resulting in the successful completion of the largest equipment and supply movement in Prudhoe Bay history to that period.  The Artemis project management system software was utilized on a dedicated Hewlett Packard computer system.  The detailed schedule with overlapping resources and inter-project dependencies were defined in increments of as little as five minutes for a project period of six elapsed weeks.

Performed a comprehensive business process review/audit for Philadelphia Gas Works, a large natural gas distribution company.  Reviewed routing, scheduling and meter reading as well as operation and organization procedures.  Conducted an analytical and critical review of all information technology support application, procedures and related equipment.  Resulting recommendations resulted in significant re-allocation of resources, personal changes and business process changes.

Worked with Ratliff Drilling, an Oklahoma regional oil & gas drilling company, to develop accounting and cost control systems for field and home office accounting systems and revenue accounting. 

Performed a controls review and physical plant review for South Texas Nuclear plant.  The review was focused on operational procedures and controls for plant materials and maintenance.

Worked with Panhandle Eastern, a gas transmission company, to review information technology controls in conjunction with financial audits.  Developed documentation and work papers to reflect accounting and operational procedures for gas transmission, scheduling and take or pay contracts.

Project Manager and Coordinator for a major mid-South heavy equipment manufacturer for a new implementation of JD Edwards World 9.1 electronic transaction processing efforts to automate inbound order processing, outbound invoicing and outbound supplier order processing and invoice payment processes. Trained staff and documented procedures for revised business processes to accommodate the automation of order and procurement business processes.

Design and implement inbound electronic transaction three way invoice matching processing for a large distribution company. Worked the procure to pay business cycle and re-engineered procurement and invoice payment processing. Establish electronic payment processing to replace ‘paper checks’ to expedite payment processing. Initiated remittance advice transmission to suppliers for invoice payments.

Project Manager and coordinator for major media distribution company’s corporate system integration efforts. Trained project managers on techniques and approaches to organization and functional representation of project efforts. Developed composite project overview and plans for major corporate projects. Coordinated efforts of project managers and teams to achieve project objectives.

Conducted an analytical review and developed a requirements plan to migrate a national manufacturing company from a heavily modified JD Edwards XE system to Oracle Enterprise One 8.12 (JDE). In addition the electronic processing interface was analyzed and the immediate production failures were temporarily remediated; with a plan for a more permanent solution to be implemented with the migration to E1 8.12.

Coordinate and manage the conversion of EDI resources and Order to Cash processing from a JD Edwards World to Oracle Enterprise One (E1 8.11) ERP system. Worked with deployment team to configure all E1 options and configurations for manufacturing, distribution and finance. Developed comprehensive data analysis and mapping for all transaction processing. Configured shipping and labeling systems in conjunction with Data Systems International (DSI) programs.

Managed the Computer Resource Management Review (CRMR) for a major financial lending organization. Our CRMR services are geared toward clients with a need to determine the value of an IT Organization, business process or project.  We review the operational effectiveness of the Computer Resources at the organization.  The major components of the Information Technology (IT) organization and how they relate to the overall organization and management structure of the company are analyzed.  With a view towards Sarbanes-Oxley (SOX) impact as well as cost effective return on investment (ROI), the total picture of how the IT organization contributes to the profitability and cost effective use of business resources.  Effectiveness of IT staff and policies and procedures as well as IT Internal Controls and methodologies in use are evaluated.

Implemented the Electronic Transaction Flow Management (ETFM) system to identify and address all electronic transaction processing for the engineering parts supply company. Developed project plans for the EDI Gentran to webMethods conversion with integration to web services and order processing. Consolidate all financial order-to-cash and order-to-pay transaction activities plan and schedule.

Conducted a Pre-SOX (Sarbanes-Oxley) audit review of corporate systems, functions and internal controls. Conducted overview and analytical review of all financial and operational systems as they pertain to revenue and balance sheet accounting and financial statement preparation. Focus on internal controls and implications of the approval/certification process as defined in Sarbanes-Oxley legislation. Worked with remediation teams to augment existing documentation, procedures and internal controls. Develop a methodology to move the organization toward COBIT/CMM system control levels.

Managed the pre-implementation audit of Enterprise One (JD Edwards) EDI shipping and distribution system for a Midwest plastics manufacturing company. Integrated Enterprise One systems to legacy shop floor manufacturing and injection mold production operations. Developed and deployed Advanced Ship Notice (EDI 856) and Invoice (EDI 810) transactions and Order to Cash operations with wholesale and retail customers across the USA and Canada.

Analyzed the accounting and sales order entry system for a national manufacturing and distribution company of petroleum-based products to establish trading partner electronic interfaces. Selected and installed electronic data exchange (EDI) software to interface to accounting systems to map order entry and sales information to standard ANSI X.12 EDI transaction sets. Developed the necessary programs and procedures to map the trading partner transaction sets to acceptable input data formats for input into the company’s accounting systems.

Managed the implementation of Enterprise One (JD Edwards) EDI shipping and distribution system for a Midwest plastics manufacturing company. Integrated Enterprise One systems to legacy shop floor manufacturing and injection mold production operations. Developed and deployed Advanced Ship Notice (EDI 856) and Invoice (EDI 810) transactions and Order to Cash operations with wholesale and retail customers across the USA and Canada.

Implemented EDI capabilities and training in Europe for an International Pharmaceutical company on AS/400 platform and Inovis EDI translation software via GEIS value added network and corporate WAN. Interfaced JD Edwards ERP software systems to European based warehouse operations and locally developed warehouse management systems. Trained project team in EDI functionality and interface standards and assisted in the development and deployment of the bridging application systems implementation. Acted as liaison project manager to USA based EDI support and development team throughout the deployment process. Both ANSI X.12 and EDIFACTS standards were utilized.