1. Lee D. Schuch
701 Texas Drive
Georgetown, Texas 78633
(512) 686-1281
lee.schuch@gmail.com
EDUCATION: Bachelor of Science, Southern Methodist University
Graduate studies in Accounting, Angelo State University
Graduate studies in Computer Science, Texas A&M University
Business Skills:
Project Management, Business Process Analysis, Process Design, System Design, System Implementation and
Integration, Interface Design
Business Experience:
Sales Force Automation, Human Resources Implementation and Integration, les Training, Automotive Distribution, Sales
and Repair, Aftermarket Distribution, Shipping, Customer Service Management, Assemble-to-Order Manufacturing,
Process Manufacturing, Accounting, Training
Industry Experience:
Call Centers, Banking Services, Computer and Equipment Manufacturing, Food Processing and Manufacturing,
Pharmaceuticals, Hospital Patient Accounting, Automotive Distribution, Building Component Manufacturing,
Petrochemical Manufacturing and Distribution
Oracle Products:
Oracle Applications versions 10, 11 and 12 including Financials (AR, AP, PA), Oracle Incentive Compensation, Oracle
CRM, Oracle HR including Compensation Workbench, SQL*Plus
PROJECT EXPERIENCE:
3/13 to 04/16:
Client: Arise Virtual Solutions
Business Type: Virtual Call Center Creation/Support
Project Management Consultant
Roles:
Business Analyst
o Assess client requirements with Oracle functionality to determine feasibility of having software satisfy the
requirements
o Review and analyzed reporting needs and recommended solutions for satisfying requirements
o Identify, quantify and evaluate gaps between possible Oracle compensation and sales reporting
implementation, the current Oracle accounting system and existing legacy feeder systems
o Evaluate gaps between existing source data systems and HR/Compensation/Financial requirements
o Design comprehensive business processes to consolidate bonus and incentive payments to utilize daily
calculations which included designing upgrades for existing source systems to provide necessary daily
transactional data
o Work with users to design new pay plans to allow quicker and easier calculation and reporting including
all necessary reports for ADP for employees and AP for contractors
o Worked with CIO to redesign business processes, information flow and data requirements to integrate all
legacy systems into a single system wide business and information integrated system
System Design
o Design interfaces to automate employee and vendor creation in Oracle from source systems to eliminate
data errors in current processes
o Design outbound interfaces to communicate between Oracle Applications and 3 third party systems
o Design method to allow use of multiple calendars for paying employees and contractors without having to
alter current Oracle Financials implementation
System Implementation
o Implemented all interfaces between varied source data types and Oracle
o Configured all compensation plan components in Oracle Applications
o Created Oracle data structure to comply with customer reporting requirements
o Created automated processes distributing accounting information to multiple OUs from a single
compensation OU
2. o Created all views and queries required to all reporting requirements
o Implement and document all compensation plans
o Develop all training materials, system documentation
o Train users from support and finance divisions on system operation and maintenance
Project Management
o Work with technical team to develop programs to create source system modifications to automate
employee and vendor creation in Oracle Applications
o Review all interface and program designs
o Reviewed designs for SQL Server system changes to allow integrated data flow between all legacy
systems and the existing Oracle ERP systems
o Lead development team to meet established due dates
o Design test plans and lead testing for all interfaces developed by technical team
o Design test plans and lead testing for all processes and programs developed to complete transaction
consolidation and accounting information manipulation
7/11 to 7/12:
Client: Brinks, Inc.
Business Type: Banking Services Provider
Project Management Consultant
Roles:
Business Analyst
o Assess client requirements with Oracle functionality to determine feasibility of having software satisfy the
requirements between Oracle Revenue Management, PeopleSoft and Oracle CRM Online
o Work with Revenue Management implementation team to insure HR, CRM and Sales Online
requirements would be satisfied
o Work with users to document all requirements for integration of the multiple projects into a single system
as all projects were independent of each other
System Design
o Develop, design, review and test interfaces to integrate data from Revenue Management to Oracle
Compensation, PeopleSoft Payroll, Incentive Compensation and Compensation Workbench
o Designed Excel workbook, processes and procedures to import transactions into Oracle modules until
Revenue Management was live
o Design implementation plan for configuration and usage of Compensation Workbench to pay
management profitability and performance bonuses
o Designed validation processes between PeopleSoft, Compensation Workbench, Oracle Incentive
Compensation and Oracle Revenue Management
o Design outbound interfaces to communicate between OIC/TM and 3 third party systems
System Implementation
o Design and configure OIC, Territory Manager, Sales Credit Allocation, Oracle CRM, Oracle HR
o Implement automated processes required for reporting, audit, pay and commission reporting
o Implement complex incentive and pay structure to satisfy all requirements and multiple independent
implementations being conducted by the client
o Develop all documentation and training materials to train support staff
Project Management
o Work with off-shore team to develop Oracle Reports requested by the client
o Furnished all queries to off-shore team to gather correct data for reports
o Met daily with off-shore team to review progress and address issues
08/07 to 05/11:
Client: InfoPrint Solutions Company
Business Type: Computer Services, Discreet Manufacturing
Roles:
Business Analyst
o Design compensation business processes to consolidate partner and employee payments and incentives
for processing from central office to replace 26 local systems
o Work with users to develop new compensation plans for 2009
o Develop and design implementation plan for configuration and usage of Oracle HR, Oracle Sales Force
Automation, Oracle Incentive Compensation, and Oracle Compensation Workbench after 11.5.10
upgrade
System Design
3. o Design interfaces from Oracle Incentive Compensation, Compensation Workbench and Oracle Territory
Manager to Siebel for reporting to employees and partners
o Develop strategy to consolidate data for two different sales channels to properly calculate, pay and report
incentive and bonus payments to partners and employee
o Design commission pay files for interfacing to ADP from Oracle
o Design automated processes for audit and commission statements by management and salesreps
o Design 9 outbound and 4 inbound interfaces to communicate between Oracle and 3 third party systems
o Design commission pay reporting system using StreamServe reporting software
o Develop, design and document interim reporting system until StreamServe system is ready
o Develop business process documents for all OIC processing from order entry through incentive payment
reporting
o Train all users on use and maintenance of the system
System Implementation
o Configure OIC, Territory Manager, Sales Credit Allocation as stand-alone implementation
o Implement new compensation plans to allow variable commissions based upon 47 different requirements
o Develop ADP payment interface
o Implement OIC to allow calculations in a single OU and pay in vendor local operating units
Project Management
o Oversight of technical team for development of processes needed for audit and commission statements
o Supervise technical team for development of all outbound and inbound interfaces
09/04 to 06/07:
Client: Neopost, Inc.
Business Type: Discreet Manufacturing
Project Consultant
Project consultant to oversee upgrade from 11.0.2 to 11.5.9 for CRM Foundation, Incentive Compensation, Sales
Online, Incentive Planner, Compensation Workbench and Oracle HR
Redesign compensation business processing to allow more access to online information. Created automated
processes for reporting, audits, pay and commission statements by management and salesreps.
Develop upgrade strategy for historical data from legacy systems into Oracle HR, CRM and Sales Online
Develop design strategy to interface Siebel CRM and Oracle for two different sales channels, one internal
(salesrep) and one external (dealers)
Design and lead developers in creation of Commission Statements and all analyst reports
Developed all training materials and trained users
Configured Oracle CRM Incentive Compensation and Oracle HR in the new 11.5.10 installation
07/04 to 09/04:
Client: Canon Business Solutions
Business Type: Computer Services, Discreet Manufacturing
Project Consultant
Project consultant for implementation of CRM Foundation, OIC, Sales Online and Incentive Planner
Train users on inter-relationships between OIC, Sales Online and Planner including impact of setups between
modules
Configured OIC to match the East region for OIC instances used in Central and West regions
Implement Incentive Planner for two different sales territories
02/04 to 04/04:
Client: Riverdeep
Business Type: Book and School Supplies
Project Consultant
Project consultant for implementation and configuration of CRM Foundation and Sales Online
Train users on inter-relationships between OIC, and Sales Online including impact of setups between modules
Developed demo implementation for two different sales organizations including compensation plans and all online
reporting and usage
04/02 to 2/04:
Client: Merial
Business Type: Pharmaceutical Manufacturing
4. Project Management Consultant
Roles:
Business Analyst
o Work with Accounts Receivable staff to develop and implement auto-invoicing rules and order cycle work
flow requirements
o Work with client to review current sales compensation, sales reporting systems to determine areas of
improvement
o Work with users to consolidate 5 different compensation systems in North America into a single Oracle
system
o Work with users in 6 business units to gather current bonus/incentive plans and methods of reporting and
auditing the plans
o Discovered that incentive plans were not being administered in accordance with contracts for Merial
employees or for the distributors used by Merial as an extended sales force. Work with upper
management to redesign internal incentive plans for employees and distributors
o Worked with upper management to develop plans and contracts that would simplify accounting, auditing,
and payment processing and reporting
o Reviewed final system implementation to insure compliance with contracts for distributors
System Design
o Merial’s use of distributors meant that the end user was not known at time of order entry. Developed
customization to allowed entry of ship-to and end user information by warehouse personnel to record end
uster information.
o Developed, wrote and implemented auto-accounting and advanced pricing rules
o Develop, design, review and test interfaces to retrieve data from Sales Online outsourced to Oracle
System Implementation
o Develop and code of 35 custom sales and incentive reports
o Develop, code and implement seven different interfaces between Order Management, Payables, Payroll
and AR
o Design, code, implement and document all collection processes
o Configure all Oracle Sales, Oracle Incentive and Oracle CRM components
o Develop and implement all calculation modifications and enhancements
o Developed and coded five different interfaces between OIC, SFA, Sales Online and Sales Agent’s
systems
Project Management
o Responsible for implementation of CRM, OIC, Sales Online and Sales Intelligence, iStore, iExpense and
Compensation Workbench
o Responsible for a team of 2 Oracle functional consultants, 2 developers, 1 Oracle DBA and 5 client
employees to implement and customize assigned modules
o Supervise team working with order entry/shipping staff to determine requirements for information flow
from OM to AR via Oracle’s Autoinvoice process. This included shipping requirements, workflow and
customized return processing and reporting due to FDA requirements
o Review requirements and coding of custom “Allocation Program” used to assign ship methods, terms,
salesreps and other related information based on ship to site and product classification for order entry.
Made several recommendations for improving security, accuracy and performance of this customization
o Supervised technical team in development of custom reports
o Train and supervise client staff in implementation and administration of system
02/01 to 03/02:
Client: Integrated Medical Systems
Business Type: Hospital Patient Accounting
System Support Manager
Responsible for support team to resolve issues with custom developed patient accounting system
Supervised team of 7 system support staff, 1 dba, and 3 telephone support staff
Worked with end customers to identify errors and defects in software
Supervised support staff to resolve and test minor issues
Worked with development team to resolve any major corrections
Provided onsite support for major clients
Reported support issues and client concerns to upper managment
01/00 to 01/01:
Client: Silicon Graphics, Inc.
Business Type: Computer Manufacturing
5. Project Management Consultant
Roles:
Business Analyst
o Work with order entry/shipping staff to determine requirements for order management system, included
shipping requirements, workflow and export compliance
o Gather requirements for shipping and configured Order Management with correct shipping rules, pricing
rules and configurator rules
o Work with Accounts Receivable staff to define auto-invoicing rules and order cycle work flow rules
o Work with users to define sales compensation, sales reporting, and backlog report requirements
o Work with users in 26 countries to gather current sales compensation plans needs and auditing
procedures
o Work upper management to redesign internal sales compensation plans and payment system after I
discovered that compensation plans were administered differently in each country
o This was a major task as compensation laws vary widely across the world
o Work with HR staff to insure all Incentive, Pay and reporting requirements would be satisfied by the
proposed HR design
o Designed reports from sales and commission system to report sales information, added bookings, billings
and backlog reporting
System Design
o Review requirements with export compliance staff to determine gaps with standard Oracle functionality
o Developed and designed customization/extension to standard Export Compliance Laws
o SGI’s use of resellers meant that the end user was not known at time of order entry, design a
customization to allow entry of ship-to and end user information by compliance staff and not order entry
personnel
o Design customizations to interface with workflow and order management to prevent pick release and ship
confirm activities until export compliance had been reviewed and approved
o Design new implementation to replace 20+ compensation systems with a single OIC implementation
o Develop modifications to OIC implementation to collect all information required from Order Management,
Fulfillment, and Accounts Receivable to accomplish added reporting requirements.
o Design OIC to allow data to be collected in a single operating unit and pay compensation across multiple
financial operating units
System Implementation
o Develop and code of 35 custom sales and compensation reports
o Implement and automate modified collection processes and custom reports
o Developed implementation guide, training guide and user guide used by client for all training
o Configure all components of OIC and Oracle CRM Foundation
Project Management
o Project management consultant assigned to implement OM and CRM modules including Oracle Sales
Compensation, Oracle Sales On-Line and the Order Management
o Responsible for a team of 5 Oracle functional consultants, 5 developers, 1 Oracle DBA and 11 client
employees to customize and implement assigned modules
o Supervised technical team in development of custom reports
o Received 1 of only 3 awards for outstanding performance with a staff of over 100 consultants
08/00 to 11/00:
Client: First Union Bank, Charlotte, NC
Technical Consultant
Contractor hired to design interfaces between Oracle Accounts Payable and Accounts Receivable modules and
existing legacy systems
Develop, design, write and test 5 interfaces to extract format and transmit invoice and payment information
between Oracle and 10 legacy systems based upon user defined parameters using value sets
Design customization to add freight charges and line item fees to orders based upon order type and item found in
BOM structures
Design and develop program to synchronize customer master list with legacy cash management system
Work with warehouse staff to develop shipping rules as orders were interfaced from iStore into Order
Management
Develop workflow processes for order management and shipping departments