Resume

INCONCEPT 8171 HIDDEN BAY TRAIL N SUITE 300 LAKE ELMO, MN 55042 PHONE 651.777.8494 FAX 651.777.9634 CELL 651.336.3677 E-MAIL PATH@INCONCEPT.COM Patrick Hallock Summary of qualifications Principal Consultant Co-Founder of a small team of consultants who specialize in data analysis and modeling and database system implementation. I have over 20 years experience and a working knowledge of traditional transaction-based (OLTP) systems as well as the latest data warehousing/data mart techniques. Knowledge of data modeling techniques (and their CASE tools) includes virtually every flavor of Entity-Relationship (ER) modeling, Object-Role Modeling (ORM) and ObjectOriented (OO) techniques such as the Unified Modeling Language (UML). Expertise includes:          Data analysis and modeling Use case analysis Requirements (business rules) analysis Database coding and implementation Schema optimizations Professional training Data warehousing, data marts Project/Team Leadership Editor for the Journal of Conceptual Modeling Professional experience Adult Basic Education - ABE Design and implementation of the database and application for Adult Basic Education. This included federal and state requirements and reporting. The system is capable of servicing several hierarchical structured sites. Reporting using Excel with connections to the database. Includes all necessary modules for student information, scheduling, assessment, staffing and reporting. Revising Database Design Course Re-authoring the database design course using Macromedia products. This includes Captiva. The course content uses Object Role Modeling 2 (ORM2) and NORMA. NORMA is the product replacing Visio for Enterprise Data Architects. NORMA includes many business rules express in English. Co-Author "Information Modeling and Relational Databases: From Conceptual Analysis to Logical Design" This book presents conceptual and logical modeling using the Microsoft database tools provided in Visio Enterprise Architecture Edition. This includes Object Role Modeling and Relational Logical Models. The authors are Dr. Terry Halpin, Ken Evans, Patrick Hallock and Bill McLean. Participant OMG Business Rules Group This group is part of the OMG and focuses on business rules. The immediate focus is model and rule expression in natural language for business. The emphasis is for implementation of “rules engines” with interchange between rules engine vendors. Object Role Modeling with a new meta model including static and dynamic rule expression. Microsoft .NET Show – June 2002 Dr; Terry Halpin, Patrick Hallock and James Barden discussed Object Role Modeling on the Microsoft .Net Show. This almost two hour presentation was broadcast worldwide and is still available at the .Net Show web site. The concepts of Object Role Modeling from conceptual, logical and data definition scripts were presented. Emphasis on the speed of development was stressed along with the positive attitudes of business representatives to the approach. Authoring Training Course in Object Role Modeling version II. This is a new 4.5 day course using Macromedia products to create a course for ORM and the new ORM tool NORMA. This ORM2/NORMA is open-source software. Training is for data modelers and business analysts. Adult Basic Education – State of Minnesota & Hobbs Learning Center Design database, views, stored procedures and reports to support Adult Basic Education. This included, site, staff, courses, scheduling, enrollment, assessment and state reporting. The project is designed for use by all adult basic education sites in Minnesota with integrated reporting to the state adult education department. Blue Cross Blue Shield – Minnesota Data Architect for BCBS Smart Card database. The database is used to manage the issuance of Health, Debit or Health & Debit medical insurance “Smart Cards”. The transactions and data is shared between none vendors involved in the process of defining, producing and managing these smart cards. St. Paul Public School – Area Leaning Centers The St. Paul Public School operates a set of alternative school programs known as The Area Learning Centers. The tracking of student, staff and courses is substantially different than a traditional school. The system had been running a earlier version of software by InConcept. The upgrade is part of the district new computer systems including CAMPUS for the traditional schools. The new system is implemented in object role modeling for SQL Server 2000. The application is implemented using Visual Studio .NET using VB and ASP pages. Other Office XP products provide most of the reporting. The model includes a small data mart of monthly district and state reporting data. Sandia Labs Training in database sign using Object Role Modeling. This was done twice. Sandia Labs is a major governmental research lab in nuclear energy and weapons. Nistevo Nistevo is a logistics business-to-business provider. This e-commerce application required a database in ORACLE 8i. The purpose of the system was to provide enhanced capabilities for shippers to share load capacity. The application also provided information on the best routes in terms of distance, time, type of service and price. The development database was updated twice each week for the developments teams. The need for accurate designs, rapid enhancement and corrections was supported using object role modeling and ORACLE 2000 Designer Database performance was a critical issue, however a high level of normalization was maintained. The application was in java using all objectedoriented methods. Retek RETEK is a provider of business-to-business processing. This e-commerce application suite requires a support database in ORACLE 8i. The database is multi-lingual and temporal. It is possible to have past, present and future information on-line at the same time. The system includes modeling patterns for these issues at an appropriate level of abstraction to keep key structures stable. A hierarchy management component was included to keep data prepared for feeding data marts or warehouses. The database supports reference data belong to RETEK and other enterprises or standards groups. This first database provides the common information for several other current and future applications. G&K Services - Plant Systems Replacement of older systems within the processing plants. The task involved automated sensors and barcode readings taken from the plant floor, movement of product from customer, route scheduling, and interfaces back to the billing systems. Improved internal reporting and improved reporting and graphing data back to customers. Also included an on-line order system which required a product master with pricing, cost and product options. The database was SQL Server and AS400 systems. Cutler Group LP - Trading System For a system to support high-speed transaction analysis for immediate daytime trading. This system is part of an application to track daily activity and trader parameters for making faster and better-informed decision on the trading floor. Also includes reconciliation system for daily trades against the clearinghouse daily data. The introduction of new reporting systems for the traders includes the ability to view the database using MS Office tools to reduce the need for custom programming. The database implementation was SQL Server. US Navy - Data Warehouse For the Naval Air and Sea Weapons Procurement Systems department, assigned the role of team lead for the financial, payment, vendor and procurement performance and open requisitions portion of the data warehouse. This involved ORACLE 8 and Oracle Designer. Developed documentation plan using VISIO and Microsoft products that interconnected the data designs, documents and drawing into an interlinking system. Assigned as an advisor to the project leader on issues of design and documentation. The assignment-included presentations on database design to the Navy and visitors. The project required prior COBOL skills to track data transformations. Imation For the corporate data warehouse group assigned the role and responsibility of enterprise wide data architect in charge of integrating data models for different operational data stores. These data models consist of replacing customer support technologies DSS, replacement for Import/Export OLTP and DSS, sales and marketing DSS, integrated customer DSS, customer first DSS, customer logistics DSS, and customer complaint tracking system. Developed a highly flexible model for maintaining hierarchy structures in support of the changing business environment. The model supports changes to any hierarchy structures such as organization, territory, product, and customer. Tis was implemented in ORACLE with ORACLE SQL Packages. Project lead for their customer support decision system that tracks the servicing of products. SAI - Mental Health Research Consultant developing the conceptual, logical and physical databases necessary to support the monthly data gathering, and reporting the interpretation of that data for administrators and medical personal involved in patient care. Database included: loading external data, staging for data clean matching and cleaning from various sources, operational, highly normalized for research and DSS for decision support and reporting. The project was in SQL Server and it was necessary to train other staff members and provided SQL support. Author of C .dll files callable from SQL Server. Also acted as Database Administrator. Minnesota Mining & Manufacturing (3M) For the corporate product responsibility (CPR) group, in charge of maintaining material safety data sheets (MSDS) and other government regulated chemical products, conducted several sessions and documented the process-event driven functions for four major documents generated by the CPR Group. These documents are the material safety data sheet (MSDS), label document, material in transit (MITS) document and raw material document. In addition, synchronized the integrated data model (215 Tables) of four major data bases with the process event models. Assisted in the generation of a 3M IT compliant Phase 1 requirement analysis document. This project is targeted for implementation in a 3 tier client/server environment using Informix Universal Server and PowerBuilder. Wrote a special bridge to the current BasisPlus environment from the WATCOM PowerBuilder for testing the models. Asymetrix Certified trainer and consultant on object-role modeling (ORM). Teaching courses at Asymetrix, Boston, New York, Atlanta and in the Twin Cities area. Authored parts of the Asymetrix training course on InfoModeler and object-role modeling. Co-authored articles published in popular professional magazine on ORM. Computer Network Technologies (CNT) Facilitated the gathering of business requirements for this network hardware manufacturer in order to map their entire enterprise so that they may objectively select a vendor(s) to provide a well integrated suite of applications. Pillsbury Corporation For this national food processing firm, I performed as a technical project leader in inventory tracking, pricing, security. C programming in UNIX and PC for a file transfer system between various platforms. Installation of ORACLE on HPUX, support of an ORACLE development environment. Selection of development environment including GUI and CASE tools. While researching the development environment I became familiar with vendor relationships, software development environments, version control, compilers, documentation, debug tools and CASE tools, data modeling and process event modeling. Investigated object oriented methods and languages. Control Data Corporation For a business support function, I was the technical project manager of several highly visible projects; and was responsible for delivering information and knowledge engineering to CDC and its customers. I also used NIAM/ORM in the development of systems, with or without database back-ends. Databases developed included IMF and BASISplus. I Learned NIAM/ORM concepts from primary CDC employees involved in the early development of the method. As a technical leader for systems analysis and development, I led a re-engineering team consisting of four programmers that re-engineered Cybernet's billing and invoicing system. This effort used the NIAM approach in data modeling (objectrole modeling). The team implemented the system, using a database management system architected in a 3-schema architecture. I also performed data modeling on a computer sales system using the concept of NIAM. This involved sales commissions for sales and on-going charges. This system was implemented by using a combination of hierarchical DBMS and a semi-relational DBMS. I trained consultants on the usage of NIAM as well. Publications   Numerous (over 10) articles for the Journal of Conceptual Modeling Guest speaker for various college courses Additional professional interests/skills               Data warehouse analysis and design for diverse legacy systems integration Data warehouse construction and deployment Decision support systems analysis, design and construction Conceptual data modeling; logical and physical data modeling Documentation planning and implementation Data architectures using multi-tier physical architecture and application development layers Process/workflow analysis Project management from analysis and design to implementation and construction Communications with business and technical professionals. Global data architect for an enterprise wide data warehouse engagement Data warehouse/DSS data analysis and design (logical to physical) Data warehouse/DSS data extraction, refinement (cleanup/scrub), loading and access for DSS reporting and analysis C programming in UNIX Installation of ORACLE on HP-UX, support of an ORACLE development environment   Selection of development environment including GUI and CASE tools Data analyst for 11 databases within the past 2 years, and reengineered 7 databases during these past 2 years. Professional memberships       Certified Object-Role Modeling (ORM) Consultant, Visio “ORM Expert” Certified ORM Trainer (and train-the-trainer) Certified Visio Trainer (and train-the-trainer) Member Visio Modeling Coalition (Visual Modeling Partner) Data Management Association (DAMA) Active member (past and/or present) of the data modeling and ORM (Internet) communities. Education Bachelor of Science, Education Masters of Science, Education Administration Certificate in Computer Programming InConcept is dedicated to excellence in data analysis and modeling. We place an emphasis on the conceptual model using Object-Role Modeling (ORM). This higher level design is more suitable for review with customers while the logical and physical models, completely derivable from the conceptual model, are more suited to the technical staff. Modeling a database at the conceptual level significantly reduces design errors -- reducing overall cost -- while using ORM enables the designer and the business user to communicate and capture business rules more readily and easily. Our capable staff of ORM experts (certified by Dr. Terry Halpin, the founder of modern ORM) comprise more than 50 years of practical experience using ORM to design data systems. However, we offer more than just conceptual modeling experience; our staff has evolved from roles in the “technical trenches” to their current positions. We know databases inside and out. We offer consulting services, training, vendor selection and gap analysis, and project management experience. For more information about our company, services, pricing, and availability please contact us or visit us on the WWW at www.inconcept.com. About InConcept, Inc.