__________________
Harris County Tax Assessor Collector
Served as Team Leader for a management study of the Harris County Tax Assessor-Collector’s Office. As team leader, he developed “As-Is” process maps and productivity analysis for the following departments: Voter Registration, Property Tax Services/Customer Service, and
Customer
Call
Center
. Based upon recommendations made the Harris County Tax Assessor Collector to improve customer service, and reduce costs by automating numerous manual processes.
City of Houston Municipal Courts:
Conducted a SISP (Strategic Information Systems Plan) for the City of
Houston
Municipal Courts. The Deloitte & Touche team examined key “As-Is” processes relating to traffic citation issuance, citation data entry, police officer and witness notification, booking procedures, judicial practices, court administration policies and payment procedures. Over 100 process steps were identified as candidates for technological enhancement and “To-Be” process and system diagrams were drawn to illustrate the effective use of technology.
Harris County Financial and Human Resources Departments:
Examined software issues, problems, and the requirements of a software solution for
Harris
County
’s current payroll and human resources system. In order to understand the County’s issues and concerns under its present system processes were analyzed to ensure all legacy, shadow, and payroll and human resource system components were considered in the selection and integration of new purchasing software systems.
- Examine software issues, problems, and the requirements of a software solution for
Harris
County
’s current accounting, payroll and human resources system.
- Analyze and review over 300 accounting, financial and HR related processes. Workflow diagrams and procedures were documented and catalogued for over critical 200 processes.
- Develop software requirements for a County-wide ERP system. Over 6000 system requirements were identified, catalogued and ranked.
- Conduct workshops with subject matter experts to verify over 200 workflow diagrams and 6000 individual system requirements.
Harris County Office of the Purchasing Agent:
-
Documented software issues, problems, and the requirements of a software solution for
Harris
County
’s current purchasing system. In order to understand the County’s issues and concerns under its present system processes were analyzed to ensure all legacy, 'shadow' (e.g., makeshift employee developed) and purchasing system components were considered in the selection and integration of new purchasing software systems.
Representative
School District
Consulting Experience:
- Austin ISD -
Fort
Bend
ISD
- Spring ISD - Humble ISD
- Santa Gertrudis ISD
Austin Independent School District
Conducted a Management and Performance Review of the
Austin
Independent
School District
. As part of the review, he has analyzed current data, identified alternate service delivery options, made recommendations and identified implementation strategies. The area review was Food Service. Recommendations allowed for cost savings totaling $10,196,189. Overall district savings totaled $57,441,803.
Santa Gertrudis Independent School District
Conducted a Management and Performance Review of the Santa Gertrudis Independent School District. Areas of review included:
- District Organization - Transportation
- District Planning - Custodial Services
- Discipline Management - Facilities Use and Management
- Food Service
Humble Independent School District
Conducted an operational review of the
Humble
Independent
School District
’s Food Service department. Performed a review of current “As-Is” processes and procedures performed at the department. Performed a survey of best practices across local peer districts to determine the most beneficial “to be” procedures and policies.
Performed a comprehensive forensic review of invoices for contract compliance with agreed upon terms for the
Humble
Independent
School District
food service department.
Fort Bend Independent School District
Conducted a review of Custodial Operations, Facilities Operations, and Food Service for the
Fort
Bend
Independent
School District
to document areas for improvement.
Spring Branch Independent School District
Performed a review of the
Spring
Branch
Independent
School District
’s Transportation Department. During the review he analyzed current data, identified alternate service delivery options, made recommendations and identified implementation strategies.
Port of Houston Authority
Performed a due diligence financial review for the Port of Houston to review financial data and potential off-balance sheet liabilities associated with potential regionalization efforts with the Port of Galveston. All major contracts, insurance policies, economic and business trends were analyzed and presented.
Terra Sun L.L.P.
Examined financial, market, and legal analysis concerning patent infringement litigation claims in the following areas:
- Photovoltaic (Solar Cell) industry
EDRAM ® and SRAM ® Patent Technologies
- Performed in-depth market analysis of EDRAM® and SRAM® single
and multi-channel memory chip technology
Other Market and Patent Research
- Research and market analysis of V-Chip television microprocessor technologies and the V-Chip industry.
- Patent and market research for marine seismic reflection system technologies used to search for deep water oil reserves and fields.
Bristol Recourses, LP
Issue:
1) Potential fraud regarding the intermingling of $50 million in corporate assets with the personal assets of the President and Director of Bristol Resources, Inc.
Results
- Consultants reviewed over 100,000 documents including 1300 relevant oil and gas leases, partnership agreements, financial statements, expense reports, and tracked the flow of over $1,000,000 dollars in cash flow over the term of 2 years.
- Performed on-site inspection and analysis of financial statements, general ledger accounts, bank statements, and balance sheet items. In addition balance sheets where reconciled with off-balance sheet items for congruence.
- Aided in the development and compilation of a fraud and forensic audit report to ensure that fraud litigation evidence is completely supported, tracked, and shareholder rights are defended.
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General Business Consulting Expertise
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General Technical Expertise Includes:
· Needs Analysis/Assessment and Design data and documentation;
· Process Mapping of "as is" and "to be" client conditions and business processes;
· Design/implementation of effective Management Systems;
· Management Development; Organization Development;
· Change/Migration Project Management;
· Cost Reduction/Avoidance;
· Cycle Time Reduction;
· Continuous Improvement Processes
I. Operations/Performance Improvement
1) Performance Reviews to document ‘as is’ performance and develop detailed recommendations for improvement (including timelines, cost analysis and projections and business case development), in the following areas:
- Transportation (Busing)
- Facility Use and Planning
- Human Resources
- Organizational Structure
- Food Service Operations
- Maintenance Operations
2) Detailed operational analysis of Public Sector entities including:
- Included multiple terms of service on the prestigious Texas School Performance Review Team
- All areas of school district operations reviewed:
§ District Organization and Management
§ District Human Resources
§ Transportation’
§ District Facility Use and Planning
§ Food Service Operations
§ District Computers and Technology Services and planning
§ Custodial Services
§ Discipline Management
- Numerous municipal entities including:
- Municipal Law Enforcement and Court Operations
- Harris
County
Tax
Assessor Collector
3) Business Process Redesign (BPR), including:
- Purchasing, Human Resources, Municipal Operations (Law Enforcement and Court Operations), Property Tax Collection and associated processes, Voter Registration for the Counties 3 million voters
4) ‘As – Is’ Process Diagram, Data and Information Flow Charting
- All private and public sector experience
II. Information Systems/Technology
5) SISP (Strategic Information Systems Planning) for public and private sector organizations
6) Analysis of Software and Hardware for Human Resource Administration and Payroll (organizational size 500,000 employees)
- Requirements Definition
- Analysis of all legacy and shadow systems
7) Analysis and Documentation of Software and Hardware for Purchasing Departments
- Requirements Definition
- Analysis of all legacy and shadow systems
8) Analysis of software issues and concerns with attention to integration with next version software
9) ERP (Enterprise Resource Planning) Software general knowledge on integration, implantation issues/planning, and methodology
III. Litigation Support/Intellectual Property
New Technology Specialist
Solid Intellectual Property Law knowledge
10) Intellectual Property Valuation (Pro-forma cash flow)
11) Market and Competitive Analysis
12) Business Insurance Consulting (Damage Claim analysis)
13) Fraud and Forensic Research, Results Analysis and Trial Preparation
14) Legal Research (all areas)
15) Estimation of Damages for Intellectual Property Patent Infringement
IV. Finance
16) Due diligence for Merger and Acquisitions
17) Analysis of Corporate Capital Structure
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