Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Shah rakesh executive
1. RAKESH SHAH,
PMP
848, Brampton Way
Locust Grove, GA 30248
EXECUTIVE PROFILE
678-984-0858
rshah1976@gmail.com
Expertise encompasses IT Strategic Planning, Information management, ERP/Integration/Middleware SWOT
Analysis, Five Force Model, Portfolio/Program Management (Agile) and Governance, Business Analysis, Vendor
Relationship Management, Cost and Resource Estimates, Building IT Roadmap, Budgeting and Planning, Managing
Cross-Functional Teams, Business Process Re-engineering, Establishing Industry Best Practices.
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MY WINNING FORMULA
Do right job instead of spending time doing job right.
Know what you do not know.
Understand that Strategy is not a goal or objective rather it is a cumulative step for achieving competitive
advantage and unique position over a period of time in the market place.
ENGAGEMENT HIGHLIGHTS
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Big 4 experience which amplified my ability to build motivated and cooperative teams through conflict
resolution and change management. Built an Offshore COE around business transformation services for
Deloitte. Work extensively with C-Level executives and helped them around SLAs, KPIs and Enterprise IT
projects.
CIO Services includes aligning Business/IT capabilities, Building IT Strategy and consolidating IT
Operations, Enterprise Security, Strategic planning and business process reengineering, Organizational
Change management.
Budget Size Managed : $1M to $25M, Team Size: 50+
Technical Competency: SOA, ESB, EAI, B2B, EDI, Web Methods, TIBCO, CRM, Main Frames,
Enterprise Portal development, Fusion/BPEL/AIA and Major ERP Systems such as JD Edwards/Enterprise
One and Oracle eBusiness suite(EBS), PeopleSoft, SAP, BMC Patrol, Remedy
Functional Competency: Supply Chain, Order to Cash, Order fulfillment.
Governance: PMP Certified and 10 years of IT Program/Portfolio Management experience.
Major F500 Accounts :- Harper Collins, Key Energy, Take Two, Avon, Visa, Acco brands, 7Eleven,Cardinal Health, Ho Medics, Alticor-Amway, Spirent Communications, General Electric, web
Methods Inc., PLCB, Longs Drug, Baxter Healthcare, Chick-fil-A, Forest Lab, Verizon Wireless, VMWare,
Fannie Mae
PROFESSIONAL EXPERIENCE
KPMG, LLP, Atlanta, Georgia
Feb 2011 to Present
Accountable for developing, maintaining and growing senior client relationships for a both fixed price &
T&M project and leading consultant and client project team from project planning through closing,
providing services around business process standardization, building and implementing IT Road
map/Strategies and proving advisory services around technology solutions.
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Client is transforming their finance function into three strategic initiatives. One of the strategic initiative
programs in Corporate Finance Division is to transform 10 Securities Accounting Applications, EUC’s and
its corresponding Sub-ledgers. Our team was selected to help client in supporting implementation of new
accounting system called as SimCorp Dimension.
o Due to the implementation of SimCorp, all the existing interfaces with legacy systems needs to be
developed again as SimCorp being the primary system replacing all 10 old legacy applications in 2
phases. Helped client in choosing the right middleware technology (TIBCO).
o Simcorp being a new platform, client had very limited requirements to begin with. Had built a
generic interface framework supporting various integration mechanism and patterns which had
reduced the development timeline significantly by covering all future interface requirements.
2. RAKESH SHAH
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PROFESSIONAL EXPERIENCE (continued)
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As a part of Infrastructure Architecture Assessment project, Performed a quick current state assessment in
terms of Testing, Data Center, AIP architecture, Capacity planning, monitoring, demand forecasting and
infrastructure sizing. Recommended a suitable testing framework for the US JDE Go Live for a $12 B a
leading bioscience and medical product healthcare company (Baxter).
o Analyzed and synthesized data collected and compare against leading best practices.
o Delivered a holistic assessment and recommendations for the key areas of the global service bus
platform being called as an Application Integration Platform.
o The value delivered to client, assist them in improving their testing and monitoring process,
reducing single point of failure, improve order processing activities for large transactions and
opened the door for renewed contract negotiation for Data Centre.
As a part of Peoplesoft 8.4 to 9.0 upgrade efforts, assist Verizon in the areas of testing, deployment and
project management. As a part of TMO/PMO team, managed testing activities related to 177 interfaces
compromising of more than 35 different systems supporting different functional areas of Peoplesoft ERP
such as HR, GL, AP, AR, Tax, PO and PC interacting with different departments and very large client and
KPMG team. Later on moved on to support deployment activities related to all 177 interfaces during go live.
o The value delivered to client, help them successfully migrated from Peoplesoft 8.4 to 9.0.
As a part of Oracle R12 (EBS)/ Fusion Applications upgrade effort, assist a quick service restaurant with
annual sales over $3.5 billion dollar in assessing their current state financial back office business processes,
the current state architecture and current state inventory of custom objects.
o Provided recommendations for the future state business process design and for the custom objects
that should migrate to the selected oracle system (oracle R12 or Oracle fusion applications).
o The value delivered to client, assist them with the collection and objective summarization of
project information that allows client to move to the detail design and build phase of the oracle R12
(EBS) / Fusion applications Implementation
Due to the amount of customizations and separation of an Order Management as a standalone, custom
application, operations and maintenance of the current financial system were challenging and often time
consuming for a leading $4 billion cloud and virtualization software company.
o As a Technical track lead/SME, provided a high level assessment and set of viable scenarios (e.g.
such as remaining on Oracle 11i, upgrade to Oracle R12.1.3, unwinding iProcurement and
iExpense to workday, implementing HFM or migrating to SAP or other ERP platform) for
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the future state financial system.
Provided evaluation of each scenario to support company’s objective to minimize risk to financial
operations.
Identify opportunities to adopt standard functionality and rationalize customizations in the future
state system.
The value delivered to client, help them in transforming the financial system to a leading
technology and reducing the number of customizations and integration points. It will benefit
VMware by providing a more sustainable, reliable and scalable system for future growth and will
also position the company to streamline labor intensive processes and prepare for compliance
requirements like IFRS.
Rollins Inc, Atlanta, Georgia
March 2010 to Feb 2011
Executive Advisor, Foundational Technologies.
Accountable for establishing a PMO for $2 billion dollar parent company of several largest name brand pest
control companies includes responsibility for the central, coordinated management of a broad range of complex
technical projects and strategic initiatives across the organization, ensuring successful completion.
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Build, managed and led a team of high performing project managers that will effectively manage the
company’s technical initiatives, while being very hands-on. Provide structure needed to implement
standardized project management practices; approach, tools and methodologies for repeatable processes.
Maintained oversight and control of the entire suite of projects, quantify risk and return.
o Worked with VP of IT in reorganizing the org chart as a part of change management initiative and
reassigned the responsibilities of an individuals involved in the program.(Organization Change
management due to New CIO and New application (ServSuite.Net) being bought)
RAKESH SHAH
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PROFESSIONAL EXPERIENCE (continued)
Worked with Director of BI in managing and implementing BI/DataWarehouse solution using
Informatica to standardize key performance matrics and reports across Rollins (specifically sales as
their business depends on number of pest control contracts they get from customers/organizations)
to reduce a need for running a multiple queries and multiple performance reports based out of
separate data sources.
o Led the Servsuite (CRM) Implementation Program. Due to lack of important functionalities/gaps in
their existing AS400 based systems as Rollins businesses grew after acquisition of several pest
control companies, they were consolidating IT operations and migrating from AS400 based systems
to Servsuite.Net (CRM System - leading pest control software) to have better control over
scheduling, invoicing and reporting.
o Helped Rollins moving away from Waterfall based project approach to agile based project approach
(scrum touch point) by involving customers (Branch folks/end users) early in the process and
making individual responsible for entire process instead of a single task.
Technical Environment: webMethod 7.0, JD Edwards and BI (Informatica), ServSuite.Net, MicroFocus QA
director, Micro focus Track Record.
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Deloitte Consulting, Atlanta, Georgia
Nov 2002 to Nov
2009
Sr. Manager, Supply Chain in Consumer Industry
Accountable for managing budget for both fixed price & T&M project and leading consultant and client project
team from project planning through closing, providing solutions on complex global Offshore/Onshore
ERP/Middleware/integration projects and helping client on their IT strategies/transformation and preparing IT
roadmap.
Led and delivered on risk management, change management, IT Strategy and Budget management.
• From initiation to “go-live”, managed a whole technical thread of the global 3 yr ERP transformation
specifically focused in JD Edwards 8.12/Oracle Fusion middleware/SOA, collaborated side-by-side with the
CTO of Harper Collins, a $1.5B global Book publishing and distribution arm of News Corporation.
o Developed a solution to address their antiquated Order-To-Cash processes and infrastructure. Their
legacy model was comprised of disparate/autonomous global operating divisions running highly
customized mainframe systems. The project had four go-lives in 2006-2008 (for U.S., Canada, UK,
and Zondervan) with a global scoping, planning and modeling phase that set the standards to the
regional rollouts.
o Due to project size and complexity, the project scope also includes developing organizational
change management strategies (Change leadership, Organizational design/role mapping,
communication plan, Training & Knowledge Transfer etc). Change management and knowledge
management phases were defined and approved by client management sponsors in early 2009.
The solution provided to the client brought single global operating model, provided operational
efficiencies in the area of IT, data management, transaction processing, and also greatly enhances
clients’ ability to analyze its performance across multiple divisions and locations thus increased in ROI
and substantial savings.
• Led an enterprise wide application architecture assessment initiative for Key Energy Services. Key
responsibilities are:
4. Examine/evaluate the core set of global enterprise applications used to plan, manage and control
business critical resources.
o Standardize their key business processes such as Order to cash, procure to pay, Acquire to Dispose,
Record to Report and hire to retire by leveraging Oracle Red Stack Technologies.
The value delivered to the client increased operational efficiency, end user productivity, streamlined
the fulfillment process, reduced invoice rejection rates and improved their GL and collection systems.
“Point-of-Contact” responsible for overseeing an enterprise IT transformation initiative for Take Two
Interactive a multimillion dollar global developer, marketer, distributor and publisher of interactive
entertainment software games who has unconventional business process primarily in the areas of warehouse
management and was initiated organizational wide IT transformation Initiative to accommodate their
Customer needs both in US & Canada region. Key highlights of responsibilities are:
o Managing budget for entire program including related projects such as business process
transformation, WMS Implementation and integration with JD Edwards ERP.
RAKESH SHAH
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PROFESSIONAL EXPERIENCE (continued)
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Building a center of excellence around methodologies, repositories, standards and templates for
business processes and application implementation.
Worked with stakeholders of various business /IT group around overall IT Strategy.
Drive the process for creating five year IT Roadmap working with geographically diverse team
The value delivered to client had reduced the time for fulfillment and provided much needed infrastructure
to handle peak volume transactions in the busy season.
Led an entire integration thread of an ERP implementation project which includes complex interfaces
(300+) and massive EDI Development (200+) effort for Homedics Inc, a major distributor and manufacturer
of Home Health care, wellness and relaxation products who wanted to upgrade existing JD Edward System
to a newer version 8.9 and implement new webMethod middleware real time solution to support their
warehouse and transportation management systems.
o Aligned technical thread progress with overall project plan, collaborating technical team activities
with functional, change control and other project teams, defining and enforcing technical team
processes and standards.
The value delivered to client with the new upgraded ERP system together with middleware
implementation, clients’ ability to understand the profitability on a given sale on an item and to a customer
level improved, thus allowing them to make better decisions on product offering and pricing programs
offered to a customer.
Technical Environment: JD Edwards 7.3,8.0, 8.9, 8.11, 8.12, SAP, Siebel, Oracle Fusion SOA 10g, AIA
2.4,2.5,11g and ebusiness suite (EBS), web Methods 3.0 to 7.0 & More, Red Prairie (WMS)
Major Client: Harper Collins, Key Energy,Take Two, Avon, Acco brands, 7-Eleven, Cardinal Health, Ho
Medics, Alticor-Amway and Spirent Communications
GE Power Systems, Atlanta, Georgia
Oct 2001 to Nov
2002
Senior Integration Architect
The position focused on leading and coordinating the design, development, implementation and support of
specialized business and technical information technology solutions using web Methods middleware product suite.
• Carried a group effort with functional and business users to scope out interface and EDI requirements and
then aligned IT requirements with Business thus providing improved business process flow.
o Contributed an initial format of technical design specification, canonical specification, java code
standards to all web Methods developers bringing common data model in and centralization of
specifications across GE’s business unit which fostered the development activities and provided
better documentation to support development effort.
5. Acted as a mediator between PMO and other application/business leads in a day to day integration
project management related activities providing business a better control in tracking of all the
integration projects across GE.
o Managed a team of 30+ direct and indirect resources.
Technical Environment: web Methods, Sybase, eMatrix, SQL Server, Main Frames and Home grown apps.
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Web Methods, Inc (acquired by Software AG), Sunnyvale, California
Apr 2000 to Oct
2001
Sr. Technical Consultant, Professional Service Division.
Work directly with web Methods customers and partners to create and implement successful integration solutions.
• Leveraged local and international system integrators to provide diverse, flexible services to clients as well as
Mentors their customers on the development and deployment of an integration solution.
o Helped client in implementing integration solutions using web Method product which includes
oversight of both technical, functional, strategy and architectural components.
o Report software bugs to product development group allowing them to release better product version
in future resulted in increased customer base over time.
o Major Accounts: Longs Drug, HP, Corio, Southwestern Bell (SBC).
RAKESH SHAH
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PROFESSIONAL EXPERIENCE (continued)
First Union National Bank (acquired by Wachovia Corporation), Redding, Pennsylvania
Dec 1999 to Apr
2000
Sr. Java Developer, Information Technology Division.
Hired to implement security over FUNB’s intranet portal so only authorize user can access the portal and view bank
contract, external and internal licensing information as well as other confidential information.
• Additional responsibility was to mentor junior developers throughout the implementation effort.
EDUCATION
Bachelor of Science – Civil Engineering & Information Technology Management, 1998
Certified in Project Management – PMP, Jan 2007
CIO Certification from Kennesaw State University