Client: National public-employee retirement services organization

Supported and led large-scale data migration and integration initiatives for a national retirement services organization spanning over a decade, including an investment record-keeping platform transition from FIS Omni to SS&C TRAC and a CRM migration from Saleslogix to Salesforce.

• Assisted in migration of retirement account investment record-keeping data from FIS Omni mainframe platform to SS&C TRAC; developed test cases for participant transactions to understand data relationships in the target platform
• Developed and supported ETL processes to synchronize data between the SS&C TRAC platform and on-premise Oracle database
• Assisted business users in understanding and querying data across both Omni and TRAC platforms throughout the transition period
• Designed and developed data migration services using MuleSoft to extract, transform, and load data from legacy Saleslogix CRM into Salesforce
• Designed and oversaw development of a data integration framework for continuous synchronization between Salesforce and on-premise Oracle database
• Developed automated data reconciliation jobs using Java and Talend to detect and report discrepancies between Salesforce and Oracle for the Sales Administration team
• Designed a data reconciliation framework ensuring data consistency and quality across seven data sources including mainframe, Oracle, and Salesforce; MuleSoft services implemented for sales, plan sponsor, and participant data

Client: National public-employee retirement services organization

Developed Microsoft Copilot AI agents to modernize data exploration and analytics workflows for a national retirement services organization, enabling users to query complex Oracle investment record-keeping data, generate analytical code, and accelerate insight delivery across business units.

• Developed Microsoft Copilot agent for understanding Oracle schemas related to investment record-keeping data, making complex data structures accessible to non-technical stakeholders
• Developed Microsoft Copilot agent to generate Python scripts and Jupyter Notebooks for interactive data exploration and analysis
• Extended the analytics agent to call external APIs, retrieve Oracle metadata, and compose SQL common table expressions (CTEs) for complex multi-join queries
• Developed complex SQL queries supporting customer experience, sales, marketing, finance, investments, audit, and compliance teams
• Focused on data analytics, automating data integrations between internal and external systems, and automating data reconciliation processes
• Provided training, design, and development of analytic datasets and dashboards in Salesforce CRM Analytics for the Sales Administration team

Client: National public-employee retirement services organization

Key player in an enterprise-wide Salesforce and MuleSoft platform implementation for a national retirement services organization, serving as application architect, product owner, and integration specialist across multiple phases of rollout.

• Led implementation of Salesforce Sales Cloud, Service Cloud, and Einstein Analytics (now CRM Analytics), working closely with the Sales Division, internal development teams, and external Salesforce consultants
• Served as product owner of the Services Team and oversaw the full application lifecycle for services hosted on the MuleSoft Anypoint Platform
• Created service architecture and designed an event registration API enabling participant and plan sponsor websites to access and register for events within a custom Salesforce application
• Oversaw a team of developers implementing the event registration API and building services using MuleSoft Anypoint Platform
• Built RESTful APIs using MuleSoft to connect Salesforce with back-end SOAP services; assisted in migration of Mule 3 applications to Mule 4
• Developed Salesforce Apex code to test MuleSoft APIs
• Designed and developed analytic datasets and dashboards in Salesforce CRM Analytics for the Sales Administration team

Client: Columbus-based specialty apparel retailer

On-site team responsible for testing Oracle Retail point-of-service (ORPOS) application customizations as well as internal and external integrated systems across 21 countries.

• Collaborated with business subject matter experts, analysts, software managers, and developers to ensure proper test case design and execution
• Coordinated all resources and testing performed on-site and offshore
• Managed over 100 distinct hardware and software configurations
• Led international testing across 21 countries
• Developed a custom automated testing framework based on the Sirius Automated Testing Framework
• Created and executed automated and manual test cases; tracked defects through resolution
• Tested all register hardware devices: registers, touch screens, payment/PIN pads, printers, and barcode/RFID scanners
• Validated integrated payment authorization, pricing/promotions, and loyalty systems
• Performed Oracle Retail Central Office (ORCO) and Sales Audit (ReSA) database queries for data validation

Client: Internal (Sirius Systems Consulting)

Designed and built a reusable, annotation-driven automated testing framework for use across client engagements. The framework provides a structured foundation for rapidly developing and executing automated test suites against retail and enterprise applications.

• Architected an annotation-based test registration system, reducing test setup boilerplate
• Integrated T-Plan Robot for image-recognition-driven UI automation
• Produced structured HTML5/CSS3 test execution reports for stakeholder review
• Designed XML-based test configuration to support multiple environment targets
• Incorporated SQL-based data validation steps to verify back-end data integrity
• Built as an Eclipse plug-in to streamline developer workflows

Client: Columbus-based specialty apparel retailer

Designed and built a custom Eclipse plug-in toolkit to assist the QA team in testing Oracle Retail point-of-service (ORPOS) application customizations across over 100 store configurations in the home office and offshore labs.

• Monitored online/offline status of over 100 store configurations in real time
• Established remote connections to registers and workstations in home office and offshore labs
• Provided UI to edit configuration and runtime parameters without direct database access
• Connected to each register’s local embedded database for diagnostics
• Executed remote automated test scenarios and captured results
• Ran remote shell commands to control test environments
• Copied and parsed log files for triage and defect documentation
• Queried and updated the Oracle Retail Central Office (ORCO) QA database

Client: State of Ohio Agency

Established version control integration between a large PowerBuilder site management application and Microsoft Team Foundation Server (TFS), and guided the development team through upgrade from PowerBuilder 11.5 to 12.5 and Oracle 10g to 11.

• Configured source control integration between PowerBuilder IDE and TFS
• Restructured the existing application’s workspace and library structure for clean version control
• Reviewed and validated the application upgrade path from PowerBuilder 11.5 to 12.5
• Reviewed and validated Oracle 10g to 11 database upgrade compatibility
• Documented version control procedures, build and deploy processes, and patching best practices
• Mentored PowerBuilder developers on source control workflows and standards