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Stephen Gregory (949) 305-2293
Mission Viejo, CA, 92692 ocsteveg@yahoo.com
www.linkedin.com/in/ocsteveg
BUSINESS INTELLIGENCE ANALYST
Solution-oriented and highly analytical information enthusiast with extensive experience in information
collection, data transformation, analytics, visualization, and delivering accurate insights throughout
diverse industries. Proven record of delivering world class Business Intelligence solutions from concept,
definition, data architecture, technical architecture, integration, storage, and reporting/visualization.
Deriving accurate information from data to make better business decisions is primary focus.
Information professional with deep technical background and vast business subject matter expertise
delivering efficient and effective business intelligence solutions. Responsible for designing and
implementing strategies, architectures, integration, storage, consumption and delivery processes for
complex, large-volume, multi-dimensional data (Big Data).
 BI Analytics (Descriptive|Prescriptive|Predictive)  Business/Data/Text Analyst
 BI Architecture  BI Technology Architecture
 Data Governance  Data Steward
 Valued Adviser  Solution Provider
 SQL  Comprehensive Insights
 Tableau  SQL Server Report Services (SSRS)
 Clarabridge  ETL & Data Transformation
 Visual Analytics  Line Analyst to C-Level Presentation
 Qualitative Analysis  Quantitative Analysis
 Big Data  Project/Resource Management
 Business/Technical Lead  Software Development Life Cycle (SDLC)
 Customer Experience  Data Mining
 Data Warehouse  Information Collection
PROFESSIONAL BUSINESS INTELLIGENCE EXPERIENCE
ST. Joseph Health, Business Analytic Specialist (contract) 02/2016-Present
Technology Used: SQL Server 2008, Tableau, McKesson ERP, Pathway Materials Management (PMM), Oracle,
Excel, Powerpoint
Primary responsible is gathering data and manipulating the data into graphical trends, models, workflows
and work process for the Supply Chain organization to understand trends, problems, and spend.
Generate graphical representation of problems as well as brainstorm what corrective actions should be
taken based on this analysis.
Initial goal is to help find ways to reduce patient, hospital, and organization costs.
Business Intelligence focus is round data transformation, reporting, analytics, and visualization.
Techniques/Processes Used: Data mapping, data mining, data visualization, complex SQL, time-series, ranking,
tree map drivers, Tableau calculations (lookup, ), cascading parameter filter, qualitative, quantitative UAT and
financial balancing.
Stephen Gregory ocsteveg@yahoo.com (949) 305-2293
2
Lido Labs, Senior Business Analyst (contract-part time) 08/2015-02/2016
Technology Used: SQL Server 2012, Tableau
Helping this marketing and advertising company establishes business centric reporting to drive their
business and improve customer experience.
Business Intelligence focus is round data transformation, reporting, analytics, and visualization.
Techniques/Processes Used: Data mapping, data mining, complex SQL, time-series, ranking, tree map drivers,
parameter filter, qualitative, quantitative UAT and financial balancing.
AXELGAARD, Senior Business Analyst (employee) 06/2015-02/2016
Technology Used: SQL Server 2012, SSRS (2003-2012), Visual Studio 2010, Epicor, 4
th
Shift, NeoDynamic
Barcode, Redgate SQL Search, ApexSQL, SharePoint
Brought in as a consultant to help migrate SSRS reports from an ERP system, 4
th
Shift, to a new ERP
system, Epicor.
Offered a permanent role to lead all reporting for the company. Involved in every aspect of the insights
process from business requirements gathering to reporting and visualization. Built SSRS reports that
were loaded to Report Services and Epicor. Customized Epicor standard reports for user specific needs.
All the reports and processes I helped put into place had major financial and product fill implications.
Business Intelligence focus is round data governance, reporting, analytics, and visualization.
Techniques/Processes Used: Data mapping, data mining, report migration, requirements gathering, metadata,
barcode, tableguid, stored procedures, T-SQL, complex SQL, embedded SQL, cascading filters, choose dynamic
report filtering, wildcard filtering, page break properties, textbox/tablix/subreport visibility properties, last page total
summary, view creation, drill-through reporting, UAT and financial balancing.
OAKLEY, Senior Business Analyst (contract) 03/2015-04/2015
Technology Used: Statit e-QC, SQL Server 2012, SSRS, Visual Studio 2010
Conversion project to move reports from the Statit platform to SQL Server Reporting Services.
Interpretation of Statit code, which is a proprietary language that looks like a mixture of C++, VBScript,
and Python, then generated same reports from scratch in SSRS. Reports generated managed the quality
aspects of the manufacturing process. From component, molding, glazing, and inspection.
Business Intelligence focus was round data governance, reporting, analytics, and visualization.
Techniques/Processes Used: Data mapping, data mining, report migration, requirements gathering, stored
procedures, complex SQL, embedded SQL, cascading filters, column & row expand/collapse, and common table
expression (CTE), textbox/tablix visibility properties, yield/scrap calculations and UAT.
Stephen Gregory ocsteveg@yahoo.com (949) 305-2293
3
PREDALYTICS SOLUTIONS, Senior Data Manager (contract) 10/2014-03/2015
Technology Used: Artificial Intelligence (AI), Predictive Analytics, Octave, Machine Learning, Tableau, Talend, SQL
Server 2012, SSRS, Visual Studio 2010, Postgres, Excel, PowerPoint
Data flow architect for predictive model from raw input to insights reporting. Business subject matter
expert and valued adviser for artificial intelligence business steps and process. Prepared multiple
predictive engine (PE) data feeds based on demographics and segmentation. Took the PE output and
feed ETL and downstream reporting.
Business Intelligence focus was round design, collection, integration, reporting, analytics, and
visualization.
Techniques/Processes Used: Data mapping, data mining, requirements gathering, data cleansing, data blending,
ETL, database build, tree map drivers, parameter filter, embedded SQL, textbox/tablix visibility properties, qualitative ,
quantitative , regression, neural net and UAT.
CISCO SYSTEMS, Senior Business/Data/Text Analyst (employee) 03/2009-10/2014
Technology Used: Clarabridge, Tableau, JMP, SPSS, Verint/Vovici, Cymfony, WebEx, DBVisualizer, Toad,
PostgreSQL, Oracle, Teradata, Siebel Analytics, ETL, Wiki Markup, MS Visio, MS Access, MS Office, SysTrans,
Hadoop, Walker Information
Lead business team of 4 analysts and vendor relationship with Clarabridge, Tableau and SPSS (IBM).
Implemented and maintained text analytic process that had 87% growth/adoption rate in 10 months.
Technical subject matter expert for an operations team of 36. Integrated survey, financial, enterprise and
text data into comprehensive insights for Sales, Marketing, Partner, Product, and Service teams.
Business Intelligence focus was round design, collection, integration, reporting, analytics, and
visualization.
Techniques/Processes Used: Data mapping, data mining, requirements gathering, data cleansing, data blending,
ETL, database build, tree map drivers, parameter filter, qualitative , quantitative , average (mean), median,
multivariate regression, correlation coefficient (R-Squared), statistical significance, and UAT.
ADDITIONAL BUSINESS ANALYST EXPERIENCE
20th CENTURY FOX, Senior Business Analyst (contract) 05/2008-03/2009
Technology Used: Siebel CRM, Siebel Analytics, Microstrategy, JDE ERP, Atlas, ETL, Toad, Oracle, MS Visio, MS
Access, MS Office, Harper Collins
Part of the Home Entertainment International Data Warehouse team. Identified unit out of balance within
data warehouse. Recommended and implemented POS grouping for marketing database for a cross
functional stakeholders reporting requirement globally.
TELEPACIFIC COMMUNICATION, Senior Business Analyst (contract) 07/2007-05/2008
Technology Used: Visual Basic, SSIS, SSRS, SSAS, SQL Server 2003/2005, Dundas, ETL, Toad, Oracle, Visible
Analyst, Toad Data Modeler, Quickbase, Business Objects, Crystal Reports
Lead team of 6 contractors and subject matter experts (SME). This was a data consolidation/integration
project for big data and acquisition data across the enterprise. Sales Entry Application saved 15% to 40%
per person in productivity.
Stephen Gregory ocsteveg@yahoo.com (949) 305-2293
4
ADDITIONAL PROGRAMMER / ANALYST EXPERIENCE
COMPUTER SCIENCES CORPORATION, Senior Data Analyst (employee) 10/2004-07/2007
Technology Used: IBM OS/390, MVS/ESA, COBOL, Visual Basic, Assembler, EASYTRIEVE, DOCUMERGE ,
ELIXIR , DB2/UDB, SQL Server, ETL, Microstrategy, Infomatica, Business Objects, Peregrine, Testdirector
Data liaison between Farmers commercial and Zurich commercial environments. Senior analyst and data
steward for the Farmers Commercial (Property & Casualty) and Workers’ Compensation data. Maintained
and reported on $1.5 billion in Commercial Business premium, plus generating commissions for 15,000
agents and district managers.
FARMERS INSURANCE, Business/Data Analyst (employee) 02/1997-10/2004
Technology Used: IBM OS/390, MVS/ESA, COBOL, Visual Basic, Assembler, EASYTRIEVE, DOCUMERGE ,
ELIXIR , DB2/UDB, SQL Server, Microstrategy, Infomatica, Business Objects
Managed application software team in an onshore/offshore model. Designed and implemented two
projects that saved a combined $8 million a year.
HOMEBASE, Senior Programmer/Analyst (employee) 05/1995-02/1997
Technology Used: IBM ES/9000, MVS/ESA, COBOL, CICS , IMS, Micro Focus COBOL, TSO/ISPF, IRIS/INGERAL
Maintained, enhanced, and developed a commission system that was tied to the Special Order system.
The commission system interfaced with payroll to pay commissions on all special orders from all stores
countrywide.
AUTO CLUB of SOUTHERN CALIFORNIA, Senior Programmer/Analyst 08/1986-05/1995
Technology Used: COBOL, PL/1, DB2, DOCUMERGE, IMAGECREATE, IMAGEPLUS, TSO/ISPF, UNIX,
INTRANS, IEF
Promoted from Lead Operator to Programmer/Analyst and last Senior Programmer/Analyst. Co-lead
implementation of a Customer Service System. Instrumental in the implementing and maintaining
enterprise document content management system.
ADDITIONAL COMPUTER OPERATIONS EXPERIENCE
BECKMAN INSTRUMENTS, Lead Operator (employee) 07/1979-08/1986
Technology Used: IBM Mainframe, MVS, TSO/ISPF, JCL, JES2, UCC7, CA7
Managed a computer operations team of 6.
Stephen Gregory ocsteveg@yahoo.com (949) 305-2293
5
EDUCATION / TRAINING
Specialized Certificate in Data Mining (Attending)
University of Illinois at Urbana-Champaign
Pattern Discovery in Data Mining Certificate-FSLLGMXDGC
Text Retrieval and Search Engines Certificate- TR563RSB83
Cluster Analysis in Data Mining Certificate- SUJY4YB99P
Diploma in Computer Programming & AS400 (1998), cum laude
Computer Learning Center, Anaheim, California
Web client server FTP ETL Data Warehouse Business Intelligence Mainframe Legacy Microsoft Excel Word PowerPoint Visio Access Data Analytics Text Analytics Tableau
SPSS JMP R Clarabridge Cymfony DocuMerge Content Management Presentation Software Vovici Verint Walker SQL Server Enterprise Manager SQL Query Analyzer
DBVisualizer Expressor-Qlik Oracle Toad TD Assistant Microstrategy Visible Analyst Cubes Infomatica Visual Analytics Sentiment Analysis Solution Design Data Mining Data
Migration Data Integration Root Cause Use Cases Technical Requirements Business Requirements Functional Requirements TRD BRD FRD NPS personal Insurance
commercial Insurance P&C Customer Experience Customer Service Insurance Claims Workers Compensation Retail Network Technology Medical Manufacturing Membership
Home Improvement Telecommunications Entertainment Healthcare PostgreSQL SqlLite MySQL Hadoop Design Data Management Data Governance Technology Architecture
Data Architecture Data Discovery Data transformation make better business decisions Analytics meaningful patterns Information Strategy Data Strategy Information Architecture
models metadata business rules Technical Architecture BI Application Business intelligence Application Measurement Knowledge Management metrics BI Tool Business
intelligence Tool BI Suite Business intelligence Suite OLAP Dashboard Scorecard Software-as-a-Service (Saas)

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  • 1. 1 Stephen Gregory (949) 305-2293 Mission Viejo, CA, 92692 ocsteveg@yahoo.com www.linkedin.com/in/ocsteveg BUSINESS INTELLIGENCE ANALYST Solution-oriented and highly analytical information enthusiast with extensive experience in information collection, data transformation, analytics, visualization, and delivering accurate insights throughout diverse industries. Proven record of delivering world class Business Intelligence solutions from concept, definition, data architecture, technical architecture, integration, storage, and reporting/visualization. Deriving accurate information from data to make better business decisions is primary focus. Information professional with deep technical background and vast business subject matter expertise delivering efficient and effective business intelligence solutions. Responsible for designing and implementing strategies, architectures, integration, storage, consumption and delivery processes for complex, large-volume, multi-dimensional data (Big Data).  BI Analytics (Descriptive|Prescriptive|Predictive)  Business/Data/Text Analyst  BI Architecture  BI Technology Architecture  Data Governance  Data Steward  Valued Adviser  Solution Provider  SQL  Comprehensive Insights  Tableau  SQL Server Report Services (SSRS)  Clarabridge  ETL & Data Transformation  Visual Analytics  Line Analyst to C-Level Presentation  Qualitative Analysis  Quantitative Analysis  Big Data  Project/Resource Management  Business/Technical Lead  Software Development Life Cycle (SDLC)  Customer Experience  Data Mining  Data Warehouse  Information Collection PROFESSIONAL BUSINESS INTELLIGENCE EXPERIENCE ST. Joseph Health, Business Analytic Specialist (contract) 02/2016-Present Technology Used: SQL Server 2008, Tableau, McKesson ERP, Pathway Materials Management (PMM), Oracle, Excel, Powerpoint Primary responsible is gathering data and manipulating the data into graphical trends, models, workflows and work process for the Supply Chain organization to understand trends, problems, and spend. Generate graphical representation of problems as well as brainstorm what corrective actions should be taken based on this analysis. Initial goal is to help find ways to reduce patient, hospital, and organization costs. Business Intelligence focus is round data transformation, reporting, analytics, and visualization. Techniques/Processes Used: Data mapping, data mining, data visualization, complex SQL, time-series, ranking, tree map drivers, Tableau calculations (lookup, ), cascading parameter filter, qualitative, quantitative UAT and financial balancing.
  • 2. Stephen Gregory ocsteveg@yahoo.com (949) 305-2293 2 Lido Labs, Senior Business Analyst (contract-part time) 08/2015-02/2016 Technology Used: SQL Server 2012, Tableau Helping this marketing and advertising company establishes business centric reporting to drive their business and improve customer experience. Business Intelligence focus is round data transformation, reporting, analytics, and visualization. Techniques/Processes Used: Data mapping, data mining, complex SQL, time-series, ranking, tree map drivers, parameter filter, qualitative, quantitative UAT and financial balancing. AXELGAARD, Senior Business Analyst (employee) 06/2015-02/2016 Technology Used: SQL Server 2012, SSRS (2003-2012), Visual Studio 2010, Epicor, 4 th Shift, NeoDynamic Barcode, Redgate SQL Search, ApexSQL, SharePoint Brought in as a consultant to help migrate SSRS reports from an ERP system, 4 th Shift, to a new ERP system, Epicor. Offered a permanent role to lead all reporting for the company. Involved in every aspect of the insights process from business requirements gathering to reporting and visualization. Built SSRS reports that were loaded to Report Services and Epicor. Customized Epicor standard reports for user specific needs. All the reports and processes I helped put into place had major financial and product fill implications. Business Intelligence focus is round data governance, reporting, analytics, and visualization. Techniques/Processes Used: Data mapping, data mining, report migration, requirements gathering, metadata, barcode, tableguid, stored procedures, T-SQL, complex SQL, embedded SQL, cascading filters, choose dynamic report filtering, wildcard filtering, page break properties, textbox/tablix/subreport visibility properties, last page total summary, view creation, drill-through reporting, UAT and financial balancing. OAKLEY, Senior Business Analyst (contract) 03/2015-04/2015 Technology Used: Statit e-QC, SQL Server 2012, SSRS, Visual Studio 2010 Conversion project to move reports from the Statit platform to SQL Server Reporting Services. Interpretation of Statit code, which is a proprietary language that looks like a mixture of C++, VBScript, and Python, then generated same reports from scratch in SSRS. Reports generated managed the quality aspects of the manufacturing process. From component, molding, glazing, and inspection. Business Intelligence focus was round data governance, reporting, analytics, and visualization. Techniques/Processes Used: Data mapping, data mining, report migration, requirements gathering, stored procedures, complex SQL, embedded SQL, cascading filters, column & row expand/collapse, and common table expression (CTE), textbox/tablix visibility properties, yield/scrap calculations and UAT.
  • 3. Stephen Gregory ocsteveg@yahoo.com (949) 305-2293 3 PREDALYTICS SOLUTIONS, Senior Data Manager (contract) 10/2014-03/2015 Technology Used: Artificial Intelligence (AI), Predictive Analytics, Octave, Machine Learning, Tableau, Talend, SQL Server 2012, SSRS, Visual Studio 2010, Postgres, Excel, PowerPoint Data flow architect for predictive model from raw input to insights reporting. Business subject matter expert and valued adviser for artificial intelligence business steps and process. Prepared multiple predictive engine (PE) data feeds based on demographics and segmentation. Took the PE output and feed ETL and downstream reporting. Business Intelligence focus was round design, collection, integration, reporting, analytics, and visualization. Techniques/Processes Used: Data mapping, data mining, requirements gathering, data cleansing, data blending, ETL, database build, tree map drivers, parameter filter, embedded SQL, textbox/tablix visibility properties, qualitative , quantitative , regression, neural net and UAT. CISCO SYSTEMS, Senior Business/Data/Text Analyst (employee) 03/2009-10/2014 Technology Used: Clarabridge, Tableau, JMP, SPSS, Verint/Vovici, Cymfony, WebEx, DBVisualizer, Toad, PostgreSQL, Oracle, Teradata, Siebel Analytics, ETL, Wiki Markup, MS Visio, MS Access, MS Office, SysTrans, Hadoop, Walker Information Lead business team of 4 analysts and vendor relationship with Clarabridge, Tableau and SPSS (IBM). Implemented and maintained text analytic process that had 87% growth/adoption rate in 10 months. Technical subject matter expert for an operations team of 36. Integrated survey, financial, enterprise and text data into comprehensive insights for Sales, Marketing, Partner, Product, and Service teams. Business Intelligence focus was round design, collection, integration, reporting, analytics, and visualization. Techniques/Processes Used: Data mapping, data mining, requirements gathering, data cleansing, data blending, ETL, database build, tree map drivers, parameter filter, qualitative , quantitative , average (mean), median, multivariate regression, correlation coefficient (R-Squared), statistical significance, and UAT. ADDITIONAL BUSINESS ANALYST EXPERIENCE 20th CENTURY FOX, Senior Business Analyst (contract) 05/2008-03/2009 Technology Used: Siebel CRM, Siebel Analytics, Microstrategy, JDE ERP, Atlas, ETL, Toad, Oracle, MS Visio, MS Access, MS Office, Harper Collins Part of the Home Entertainment International Data Warehouse team. Identified unit out of balance within data warehouse. Recommended and implemented POS grouping for marketing database for a cross functional stakeholders reporting requirement globally. TELEPACIFIC COMMUNICATION, Senior Business Analyst (contract) 07/2007-05/2008 Technology Used: Visual Basic, SSIS, SSRS, SSAS, SQL Server 2003/2005, Dundas, ETL, Toad, Oracle, Visible Analyst, Toad Data Modeler, Quickbase, Business Objects, Crystal Reports Lead team of 6 contractors and subject matter experts (SME). This was a data consolidation/integration project for big data and acquisition data across the enterprise. Sales Entry Application saved 15% to 40% per person in productivity.
  • 4. Stephen Gregory ocsteveg@yahoo.com (949) 305-2293 4 ADDITIONAL PROGRAMMER / ANALYST EXPERIENCE COMPUTER SCIENCES CORPORATION, Senior Data Analyst (employee) 10/2004-07/2007 Technology Used: IBM OS/390, MVS/ESA, COBOL, Visual Basic, Assembler, EASYTRIEVE, DOCUMERGE , ELIXIR , DB2/UDB, SQL Server, ETL, Microstrategy, Infomatica, Business Objects, Peregrine, Testdirector Data liaison between Farmers commercial and Zurich commercial environments. Senior analyst and data steward for the Farmers Commercial (Property & Casualty) and Workers’ Compensation data. Maintained and reported on $1.5 billion in Commercial Business premium, plus generating commissions for 15,000 agents and district managers. FARMERS INSURANCE, Business/Data Analyst (employee) 02/1997-10/2004 Technology Used: IBM OS/390, MVS/ESA, COBOL, Visual Basic, Assembler, EASYTRIEVE, DOCUMERGE , ELIXIR , DB2/UDB, SQL Server, Microstrategy, Infomatica, Business Objects Managed application software team in an onshore/offshore model. Designed and implemented two projects that saved a combined $8 million a year. HOMEBASE, Senior Programmer/Analyst (employee) 05/1995-02/1997 Technology Used: IBM ES/9000, MVS/ESA, COBOL, CICS , IMS, Micro Focus COBOL, TSO/ISPF, IRIS/INGERAL Maintained, enhanced, and developed a commission system that was tied to the Special Order system. The commission system interfaced with payroll to pay commissions on all special orders from all stores countrywide. AUTO CLUB of SOUTHERN CALIFORNIA, Senior Programmer/Analyst 08/1986-05/1995 Technology Used: COBOL, PL/1, DB2, DOCUMERGE, IMAGECREATE, IMAGEPLUS, TSO/ISPF, UNIX, INTRANS, IEF Promoted from Lead Operator to Programmer/Analyst and last Senior Programmer/Analyst. Co-lead implementation of a Customer Service System. Instrumental in the implementing and maintaining enterprise document content management system. ADDITIONAL COMPUTER OPERATIONS EXPERIENCE BECKMAN INSTRUMENTS, Lead Operator (employee) 07/1979-08/1986 Technology Used: IBM Mainframe, MVS, TSO/ISPF, JCL, JES2, UCC7, CA7 Managed a computer operations team of 6.
  • 5. Stephen Gregory ocsteveg@yahoo.com (949) 305-2293 5 EDUCATION / TRAINING Specialized Certificate in Data Mining (Attending) University of Illinois at Urbana-Champaign Pattern Discovery in Data Mining Certificate-FSLLGMXDGC Text Retrieval and Search Engines Certificate- TR563RSB83 Cluster Analysis in Data Mining Certificate- SUJY4YB99P Diploma in Computer Programming & AS400 (1998), cum laude Computer Learning Center, Anaheim, California Web client server FTP ETL Data Warehouse Business Intelligence Mainframe Legacy Microsoft Excel Word PowerPoint Visio Access Data Analytics Text Analytics Tableau SPSS JMP R Clarabridge Cymfony DocuMerge Content Management Presentation Software Vovici Verint Walker SQL Server Enterprise Manager SQL Query Analyzer DBVisualizer Expressor-Qlik Oracle Toad TD Assistant Microstrategy Visible Analyst Cubes Infomatica Visual Analytics Sentiment Analysis Solution Design Data Mining Data Migration Data Integration Root Cause Use Cases Technical Requirements Business Requirements Functional Requirements TRD BRD FRD NPS personal Insurance commercial Insurance P&C Customer Experience Customer Service Insurance Claims Workers Compensation Retail Network Technology Medical Manufacturing Membership Home Improvement Telecommunications Entertainment Healthcare PostgreSQL SqlLite MySQL Hadoop Design Data Management Data Governance Technology Architecture Data Architecture Data Discovery Data transformation make better business decisions Analytics meaningful patterns Information Strategy Data Strategy Information Architecture models metadata business rules Technical Architecture BI Application Business intelligence Application Measurement Knowledge Management metrics BI Tool Business intelligence Tool BI Suite Business intelligence Suite OLAP Dashboard Scorecard Software-as-a-Service (Saas)