Ferdie is a seasoned Siebel consultant with more than 5 years of technical and functional experience; and a Siebel 7 certification. He has served as Technical Lead and Business Liaison in multiple deployment teams; with projects all over Asia-Pacific, Australia and the United States. He is focused on the financial services and health & life insurance industries; working primarily on their call center and customer service implementations.
His well-rounded technical background boasts of multiple full life cycle implementations working in configuration (Tools), integration (EAI) and data loading (EIM). All configuration designs have always been built according to Siebel (and BIG 5) industry best practices. He has worked with industry-leading IBM MQ Series for his major integration projects; focusing mainly on the development of virtual business components (VBCs) and workflow manager scheduling. Ferdie has also implemented Siebel on all major RDBMS platform, specializing in DB2, SQL Server and Oracle.
Ferdie complements his technical development with sound analysis and design, based again on BIG 5-driven industry best practices. He is able to align existing business processes to minimally-configured Siebel deployments; stemming the need for expensive and time-consuming custom development. In cases where new functionality is desired, Ferdie has been able to work closely with re-engineering teams and business process experts to achieve full Siebel functionality.
Ferdie, also, serves as the project team�s Siebel Trainer. He is responsible to the knowledge transfer initiative; through supervising the creation of user manuals, and training session slides. He often conducts the train-the-trainer sessions and supervises daily training sessions.
Core Expertise
� Siebel 7 (v704, v752, v77, v78) & Siebel 2000 � Siebel Tools Configuration, EIM Data Migration, EAI System Integration, Server Installation and Administration, Client/Server Installation and Siebel Upgrade, and Workflow Manager
� SQL/RDBMS technologies (Oracle, DB2, MS SQL)
� Siebel VB, Siebel eScript, Actuate Reports Design
Consulting and Technical Experience:
� ePairs, Inc. � Cupertino, California
o April 2003 � Present; Siebel Consulting Partner; Siebel Technical Consultant
� IBM - Asia Pacific
o November 2002-March 2003; BIG 5 Consulting Firms; Consultant / Siebel Technical
� PricewaterhouseCoopers � Asia Pacific
o June 2000-October 2002; BIG 5 Consulting Firms; Consultant / Siebel Technical
� Technistock Corporation � Philippines
o April 2000-May 2000; Stock Trading Firm; Web Developer
� Andersen Consulting - Philippines
o April � May 1999; now known as Accenture; Intern
Professional Experience:
BellSouth � Telecommunications (June 2005-Present)
Integration Team Lead
Serves as integration team lead for Account integration efforts from Siebel to existing legacy systems using IBM MQ Series. Primarily responsible for delivering technical analysis and design documentation, focusing on detailed designs of each integration point.
Major responsibilities:
� Manages day-to-day activities of team; coordinating with external teams and allocates resources to satisfy critical project deliverables.
� Architected and created detailed technical design of Account interfaces to Email Provisioning Systems, synchronization of Customer repository and Customer Portal screens.
� Developed technical prototypes for proposed solution leveraging cutting-edge Siebel integration technologies (JMS Transports, VBCs and complex scripting).
Environment: Siebel eCommunication 7.8.2, Oracle 9i, Windows 2003 Advanced Server
Ariba, Inc. � B2B Software (January 2005-May 2005)
Integration Architect
Served as Technical Architect on Data Migration and System Interfaces for the CRM project; Primarily responsible for over-all data migration strategy, development of back-end system interfaces and execution of the end-to-end upgrade and migration process from legacy Vantive CRM system to the latest Siebel 7.7 Call Center application.
Major responsibilities:
� Managed client and team resources; point person for system interfaces; lead developer/designer of data migration; execution of data migration testing schedule and dry-runs; coordination with client regarding task staffing and scheduling.
� Architectural analysis of existing CRM system, requirements gathering, and functional and technical design specification development for pilot to production cutover; working one-on-one with Siebel Business Analysis lead to deconstruct and clarify ambiguous functional requirements
� Created technical design for Peoplesoft-to-Siebel integration using custom business services and stored procedures.
� Developed Siebel migration strategy and Production execution methodology.
� Architected End-to-End approach for Data Migration; including Data Profiling, Data Transformation Rules and Data Loading.
� Designed and built major data load and transformation scripts.
� Developed custom business services to process real-time Peoplesoft employee information and to synchronize with Siebel; Built workflow process invoked by Windows Scheduler to run in 4-hour intervals.
� Performance-Tuned SQL Scripts and Procedures for high-volume data and Optimized Siebel EIM scripts adapted to MS SQL Server standards.
� Siebel developer responsible for configuration and troubleshooting of user-discovered bugs during Testing Phase.
� Formulated Go-Live Release Strategy and Roll-Out Plan; Managed execution and coordination of major tasks.
Environment: Siebel Call Center 7.7.2, MS SQL Server 2000, Windows 2000 Server
Blue Cross Blue Shield of Florida � Insurance (June 2003-December 2004)
Lead Data Consultant
Primary resource for Siebel EIM Architectural Decisions and Lead technical developer of Siebel interface to corporate Consumer repository. Primarily responsible for requirements gathering and analysis, data modeling and data transformation and loading.
Major responsibilities:
� Architected nightly replication process schedule using Control-M; synchronizing mainframe publishing program, WMQI fixed-length to XML message program and DB2 stored procedures to EIM in data into Siebel.
� Provided technical advice and design recommendations for streamlining scheduled replication process, database tuning parameters and optimization of EIM loads.
� Performed gap analysis of existing systems and completed a compatibility study to provide recommendations regarding existing Functional Specification, Integration Options and Data replication factors.
� Detailed technical analysis of end-to-end call center call flow; aligning company business processes with industry best practice and recommended Siebel technical approach.
� Point person for User, Interface and Performance Testing activities; scheduling and coordinating resources on a round-the-clock schedule with back-up and failover scheduling.
� Tuned and Optimized DB2 SQLs and stored procedures used in the nightly replication process.
� Design and Build SQL Stored Procedures and Scripts used to pre-process incoming Health Insurance Coverage information and transform into Siebel Group Policy Module structure.
� Designed Siebel-to-external system interface with enterprise-wide Consumer information database, using WMQI as messaging platform and automated EIM tasks to complete daily synchronization.
� Designed major VBC interfaces to Claims, and Protected Health Information Addresses and Delegates using Siebel XML Gateway, sending information to WMQI queues.
� Designed initial data load specifications, detailing the EIM process flow, transformation rules, data validation through SQL scripts, structured file extract formats and metrics reports. All these are supplemented by an EIM mapping document based on Siebel Data Model Reference, Interface Table Mapping and existing system ERD.
Environment: Siebel eInsurance 7.5.2, IBM DB2 V8, AIX
British American Tobacco - Tobacco Manufacturing (February 2003-April 2003)
Technical Lead
Served as Solution Architect for an adaptation of an existing Siebel 2000 installation to Siebel 7 to be used as the central repository for campaign-related information for the Chinese mass market. Additional enhancements were built as response to additional functional requirements by the Hong Kong-based business analysis team.
Major responsibilities:
� Architected over-all technical design of CRM System, supervised and streamlined the efforts to port existing Siebel 2000 deployment to Siebel 7.
� Led/Facilitated client brainstorming sessions; providing technical insight and recommendations to align Chinese market requirements with existing South African market configuration and, additionally, accommodate other functional requirements requested.
� Completed detailed technical and functional design documents of major Siebel Objects, these included design of BC parameters, extension of fields, modification of applets, views and screens.
� Redesigned Siebel VB/Com program and other integration points used to load external agency data into Siebel; program included various data validation and cleansing functions.
� Created and reviewed system test cases for UAT; Conducted Trainer�s and End-User Training and developed course material/slides for knowledge transfer initiative.
� Installed and administered Siebel Servers for multiple environments; worked closely with client DBA to ensure optimal configuration of database and servers.
� Built prototype of proposed system for client presentation and approval. This includes both Siebel configuration, and VB COM integration.
� Performed complex configuration of the abovementioned Siebel objects using Siebel Tools, enhanced application using Siebel VB for client-request functionality.
Environment: Siebel Call Center 7.5.2, Oracle 9i, Windows 2000 Server
Sunlife Financials of Canada - Insurance (October 2002-January 2003)
Technical Lead
Served as on-site Solution Architect reporting remotely to Technical Architect and primarily responsible for delivering the Siebel 2000 to Siebel 7 Upgrade. Two additional major modules, built from scratch were developed to accommodate the Mutual Fund and Pre-Need subsidiary businesses.
Major responsibilities:
� Software migration and impact analysis involved in performing Siebel 7 upgrade; giving consideration to backward compatibility with existing server and database systems, plus supported, installed and ancillary software.
� Led requirements gathering workshop for Mutual Funds and Pre Need Plans division, to document critical business process flows, data validation procedures, escalation rules and system security
� Conducted End-to-End Call Center Flow Analysis and Requirements Gathering of Mutual Funds and Pre-Need lines of business resulting in detailed functional analysis and technical design documents.
� Developed over-all technical deployment and roll-out strategy by working closely with Project Managers for resource allocation and task distribution, Business Experts for adherence to functional requirements and Steering Committee members for executive support and approval.
� Completed technical design of virtual business components (VBC) designed to retrieve relevant Pre Need and Mutual Fund information from a central database and present it in Siebel GUI.
� Upgrade and Installation of multiple Siebel Environments, including de-installation of Siebel 2000 servers, installation of Siebel 7.0.4 servers, upgrade of Siebel database, migration of customer repository and rectification of upgrade errors and conflicts.
� Performed complex Siebel Tools configuration, including base table extensions, business object/component creation and redesign, MVGs and screen/view/applet modifications and creation, extensive use of user properties and calculated fields were included to enhance Siebel application; Incorporated client-requested validation, error checking and business process workflows using Siebel VB.
� Developed VBCs (Virtual Business Components) using Siebel VB, Business Services and SQL commands to retrieve PreNeed Plans and Mutual Fund information from external Oracle database.
� Migrated existing Actuate 4.1 report design files (ROD) to Actuate 5 format using Actuate Report Designer.
� Developed over-all knowledge-transfer initiative ensuring that all workshops, training sessions and project documentation are aptly delivered
� Configured system prototype for Steering Committee presentation
� Conducted Train-the-Trainers training sessions, and developed training curriculum, including Siebel Guidebook and Laboratory material for participants.
� Supervised End-Users training to ensure strict adherence to training guidelines
� Conducted initial training of UAT testers in Siebel 7; discussing navigation basics and providing instructions in properly conducting and following system test scripts.
� Acted as direct liaison between client business process experts and technical team, responsible for ensuring that requirements agreed upon by the business are delivered by configuration team; and technical difficulties are properly relayed to the business.
Environment: Siebel eInsurance 7.0.4, Oracle 8i, HP-UX, Windows 2000 Server
Overseas Chinese Banking Corporation - Financial (June 2002-September 2002)
Siebel Integrator
Project involved integration of existing Siebel environment with a web-based financial planning system based on Java. Using XML as the data format, information between the two environments was passed using an IBM MQ Series Queue.
Major responsibilities:
� Creation of Integration Objects for Opportunity and Contact Business Objects
� Modification of existing Business Services that parse incoming Contact Property Sets, perform client-validation rules before update/insert into Siebel database.
� Modification and Testing of Workflow Processes, invoked by Siebel MQSeries Receiver, that accept incoming Opportunity XMLs (in Siebel Integration Object format) and perform update/insert into Siebel database.
� Complex configuration of Business Components, Workflow Process and Business Service to synchronize Siebel with custom financial planning system
� Design plan of integration points (Send/Reply mechanism, XML formats and Workflow and Business Service integration)
� Creation of custom business components, business services to integrate web-based financial sales system using HTTP Post / Get commands and synchronization of mobile Siebel and iPlan databases.
� As member of Quality Assurance team, conducted preliminary System Integration Testing (SIT) checks, consolidated errors and bugs and reported to the appropriate development team for action.
� Developed user SIT test scripts to address integration between external Financial Planning System and Siebel
Environment: Siebel Financial Services 6.0.2, Windows NT 4.0 Server
Sunlife Financials of Canada - Insurance (January 2002-May 2002)
Siebel Configurator / Lead Training Coordinator
Project involved customization and deployment of Siebel 2000 as replacement to their in-house developed customer care system. Major functionalities were derived from various in-house developed systems. Also, migration of existing customer information and requests were performed.
Major responsibilities:
� Technical design of major Siebel Business Components and User Interfaces according to requirements gathered from business
� Design of integration points to/from Siebel and custom legacy insurance system using EAI (Virtual Business Components)
� Complex configuration and customization of Contacts, Life Policies and Account Projects using base table extensions, modification of business objects/components structure (field extensions, property settings, user properties and calculated fields), creation/modification of screens/views/applets.
� Incorporation of complex business process requirements (turn-around-time calculation, service request closure, activity responsibility) into Siebel functionality using Siebel scripting.
� Complex customization of Siebel SmartScripts to enforce business call flows (sequential caller validation questions) and campaigns (orphaned client servicing outbound call) using Siebel VB
� Modification of EIM mappings from legacy insurance system to Siebel EIM tables (CCMS Activities to Service Requests, Sunlife Customers to Contacts/Accounts).
� Performed EIM table loading using client-supplied SQL scripts, and launching/monitoring/troubleshooting of EIM Server Tasks.
� Creation of Siebel reports using Actuate Developer Workbench 4.1 according to design specifications, includes List Reports, Master-Detail reports and Group Reports
� Preparation / Modification of administrative scripts (using Siebel COM and MS Excel) for migrating administrative data between Siebel environments and provided support and knowledge transfer initiatives for administrators
� Lead Training Facilitator � provided technical training materials, conducted trainers training course and responsible for over-all transfer of knowledge initiative
� Developed Over-all Siebel Training Curriculum for Trainers, Administrators and End-Users.
� Conducted an Introduction to Siebel workshops to facilitate user�s acceptance of the proposed system, focusing on hands-on training approach.
� Participated in Business Process Workshops and responsible for mapping existing processes to Siebel Customer and Campaign Management modules.
� Conducted Train-the-Trainers Training and prepared Siebel Guidebooks and Lab Materials based on configured system functionality.
� Technical design of major Siebel Business Components and User Interfaces according to requirements gathered from business
� Understudy in Server installation, environment migration and server administration
� Troubleshoot EAI / Virtual Business Component / Business Server that supports real-time data extract from legacy life policy information system; conducted error checking and code optimization for client supplied Abacus COM wrapper
� Provided post-implementation troubleshooting support and maintenance for intermittent system failures and configuration and user issues.
Environment: Siebel eInsurance 6.3.200, Oracle 8i, HP-UX, Windows NT 4.0 Server
Optus Communications of Australia - Telecommunications(November 2001-December 2001)
Siebel Configurator /Actuate Developer
Project involved the upgrade to Siebel 2000; which focused mainly on system regression testing and rectification of functionalities lost during the upgrade. Some Actuate report redesign was also done.
Major responsibilities:
� Design plan for Siebel 99 upgrade process and technical design for Actuate
� Complex configuration and customization of Change Request, Activity and Accounts Projects via creation of new business component based on Service Request, creation of new MVL/MVG to establish M:M relationship between Change Requests and Accounts, creation/modification of new screens, view, and applets.
� Reconstruction of Actuate Reports v3.2 design files (ROD) to comply with the Actuate v4.1 requirement of Siebel 2000, involved recompilation or total redesign of design files.
� Review of existing Siebel 99 Siebel VB scripts used to evaluate compliance with Siebel 200 standards
� Design and review of integration points using Siebel VB and custom client COM, 3rd party addressing system.
� Completed Workflow Manager Policies that facilitate automatic Send Mail functionality, alert on custom business rules and handle incoming requests from external (non-Siebel) systems.
� Moderate/Complex reconfiguration and correction of existing required functionalities not carried through with the upgrade which were encountered in regression tests
� Configured SMTP Mail Server for Siebel Send Mail Integration, and .COM troubleshooting tasks
Environment: Siebel eCommunication 2000, Windows NT 4.0 Server
Starhub Communication RFP - Telecommunications(July 2001-September 2001)
Business Analyst / Siebel Configurator
Major responsibilities:
� Led technical portion of response to RFP; provided recommendations on best-of-bread combination of database, servers and middleware in line with Siebel supported infrastructure.
� Studied the call center business flow of telecommunications companies; gathered the business requirements, analyzed and created corresponding functional document. Involved in technical design and implementation of the application.
� Worked remotely to develop project plan and technical rollout schedule.
� Installation of Siebel eCommunications module for prototyping efforts.
� Development and Troubleshoot of custom-driver Avaya CTI module for demonstration purposes.
Singapore Airlines CRM Phase 1 POC � Airline (January 2001-June 2001)
Business Analyst / Siebel Configurator
Major responsibilities:
� CRM Package analysis and selection (between Siebel, Oracle and PSFT); including end-to-end integration between CRM, Financial and Billing systems.
� Provided technical recommendations to Business Requirements Spreadsheet; highlighting appropriate Siebel modules capable of delivering desired results.
� Installation of Siebel Call Center module for prototype configuration.
� Technical and Feasibility Evaluations of Real-time integration solutions to client billing system and web interface.
UUNet Japan - Telecommunications(November 2000-December 2000)
Actuate Developer
Major responsibilities:
� Development and troubleshooting of exhaustive reports to assist the decision making process using Actuate Developer Workbench.
� Upgrading of existing Actuate 3.2 Reports to Actuate 4.1
NetCel360 Sdn Bhd - Call Center (June 2000-September 2000)
Siebel Configurator
Project involved configuration and deployment of Siebel 2000 for an outsourcing call center business. Functionality was based on specific call center client requests. Also, an internal helpdesk was created to cater to in-house assistance requests.
Major responsibilities:
� Configuration of Account, Activities, Service Request projects, mostly on the interface and business layer
� Administrative data migration using custom developed and modified Siebel VB loading scripts
� Construction / Modification of Siebel SmartScripts using Siebel VB to provide enhanced functionalities
� Migration and cleansing of data from legacy JD Edwards system into Siebel using Siebel EIM
� Modification, migration and testing of Workflow Rules and Assignment Manager between environments
� Installed a prototype of Siebel eChannels
Environment: Siebel Call Center 2000, Oracle 8i, Windows NT 4.0 Server
Training:
� Siebel eBusiness 2000 Technical Course (PricewaterhouseCoopers Global Training Center, Philadelphia) May 2001 � Completed 3-week intensive Siebel Technical Training by certified Siebel Instructors. Range of expertise areas include, Installation, Deployment, Configuration, Workflow, Assignment Manager and Data Migration. Won �Best Case Study Group� Award for delivering Siebel prototype best fit to client-case study needs.
� People soft 8.4 CRM Accelerated Course (Bangkok) � Completed a 2-week technical course on configuration and customization of People soft. Items included configuration using Application Designer and customization using PeopleCode.
� People soft 8.12 CRM People tools Accelerated Course (Singapore) � Completed intensive 10-day configuration course for the latest People soft package. Range of experience includes configuration, customization, programming and troubleshooting.
� SAP CRM Introduction (Manila) - Completed foundation classes for SAP CRM. Range of experience includes navigation and minor configuration.
� Oracle CRM Introduction (Manila) � Completed foundation classes for Oracle CRM. Range of experience includes navigation and minor configuration.
� Consulting Skills Fundamentals (PricewaterhouseCoopers Hong Kong) November 2000- Participated in internal introductory training on the fundamentals of client proposal creation and preparation; from data gathering to proposal presentation.
Qualifications
Siebel 7 Certified Consultant, April 2002
BS, Management of Information Systems, Ateneo de Manila University, March 2000
