Summary
Scot is an expert level data architect with extensive database system analysis, design, and implementation experience. He is a frequent author and speaker on data architecture topics, a frequent trainer in data modeling techniques, and one of eight people (worldwide) certified to instruct and consult using Object-Role Modeling (ORM), a natural language-based data and business rule analysis and design technique.

General Skills/Experience

• Requirements gathering and business rules analysis using a variety of techniques and artifacts
• Conceptual/Logical/Physical database modeling in ORM/ER/UML
• Transactional (OLTP), Data Warehouse, and Data Mart (OLAP) schema design and construction
• “As-Is” vs. ”To Be” software modeling and gap analysis
• Meta-modeling
• Stored Procedure construction and testing
• OLAP Cube design and construction
  
  
• Web/Windows application development in a variety of languages
• User interface design and construction
• Persistence and business logic layer development
• Extraction/Transformation/Loading (ETL) design and implementation
• Report development
• Object Oriented development techniques
  
  
• Database system troubleshooting and performance tuning
• Database configuration and administration (e.g. DBA tasks)
• Application testing
  
  
• Workshop facilitation
• Team leadership/mentoring/training
• Coordination of offshore development efforts
• Liaison between business users and development staff
• “Waterfall” development processes
• Iterative development processes
• “Agile” development processes
• Model validation/business rules traceability analysis
  
  
• Object-Role Modeling/Entity Relationship Modeling trainer

Project History
Orthogonal Software Corporation
President/Founder & Software Consultant (2001 to Present)

• Business Intelligence System
  Behavioral Health Insurance Company, Data Architect
  Analysis and design of extensions to an existing data warehouse/mart business intelligence platform. Work performed includes requirements gathering, design overview documentation, ETL specifications, dimensional modeling, conceptual/logical/physical data modeling, data analysis/troubleshooting, various implementation tasks, and general mentoring.
• Consumer Web Application
  State Government, Data Architect
  Analysis, design, and construction of an online system for state residents to pay for licensing/registration fees. Work performed includes requirements gathering, writing of use cases and related analysis artifacts, database modeling, design, and construction, stored procedure construction/testing, ETL work, QA, and general data/software architecture consulting.
• Consulting and Mentoring
  Loan Servicing Company, Data Architecture Mentor
  Consulting, data model validation, and general data architecture mentoring.
• Legacy System Replacement
  Country Government, Data Architecture Subject Matter Expert
  Analysis and requirements gathering for the replacement of a legacy system that gathers human services-related data. New system will be geared towards improved workflow, metrics, and outcomes, better integration with state systems of record, and improved technical architecture.
• Analytic Environment Design and Implementation
  Credit Card Company, Data Architect
  Analysis, design, and construction of an ad hoc analytic environment used primarily to determine the profitability of credit card accounts meeting various criteria. The overall architecture included a staging area for the import of disparate legacy file formats, an operational data store aimed at operational reporting, data cleansing and business rule enforcement, and a data mart structure intended for the bulk of the reporting needs upon periodic snapshots of account data. Later stages of the project will include an OLAP component as well as an interactive query environment where users can save account populations of interest to facilitate time-series analysis. Also providing data architecture mentoring, Object-Role Modeling training, and general software architecture guidance.
• Retail OLAP Reporting Solution
  Retail Kiosk Company, Data Architect
  Analysis, design, and construction of a reporting solution for an interactive, online retail kiosk using kiosk-originated data as well as imported point of sale and inventory data from each retail customer. The company in question is a start-up and as such the work I am performing is subject to tight budget restrictions, aggressive timelines, and requires agility in order to quickly produce reporting functionality that helps drive the closure of product sales.
• Web Service Solution Platform
  Marketing Services Company, Information Architect
  Business analysis, database design, and XML schema design for a web services solutions platform that delivers marketing services information to internal and external client applications. Duties included conceptual/logical/physical database modeling, business analysis verification, web service design coordination and review, XML schema design, authoring sample web service response/request XML document instances, and assisting the development and QA staff during the implementation phase of each component’s iteration. Also provided data architecture mentoring, Object-Role Modeling training, enterprise-wide RUP deployment assistance, and general software architecture guidance.
• Enterprise Data Architecture Design and Planning
  Credit Card Company, Data Architect
  Analyzed mainframe SAS data access which included hundreds of SAS programs and just under a thousand input and output files and designed a data architecture strategy to replace that mainframe data access with a staging, operational, mart, and OLAP cube data store architecture. Provided detailed planning and execution steps for that architecture, interviewed staff candidates, made hiring recommendations, and mentored the recommended new hires. The proposed architecture is currently being implemented and I am providing occasional consulting mentoring, and model validation/review services throughout its implementation. Other duties (for other projects in the same department) included assistance in enterprise architecture planning, model review and validation, and data modeling best practice mentoring.
• Corporate Initiative Consolidation
  Major Manufacturing Company, Data/Software Architect
  Consolidated 4 global corporate initiative databases that track cost-cutting/sales growth efforts. The business problems addressed were: provide a consolidated/accurate view of cost-cutting results when projects span more than one corporate initiative, eliminate redundancy across initiative efforts, integrate cost cutting estimates with corporate finance operational planning, and retain original functionality. Roles performed were business analyst/workshop lead, data architect, software architect, mentor, team lead, and developer. Tasks performed include: Object-Role Modeling of existing (as-is) systems, consolidating the as-is models into a Corporate Initiative Enterprise model, OLTP database design and implementation, persistence/business rules layer stored procedure construction and testing, user interface design, ETL coding, mentoring offshore developers, design and construction of the reporting data marts, OLAP cube construction, report analysis/design/construction, data synchronization with replicated lotus notes databases, ASP driven reports/report generators, and various troubleshooting/performance tuning tasks.
• Orthogonal Toolbox v1.0 & 1.5
  Orthogonal Software Corporation, Designer/Developer
  Written entirely in C#, this add-on to Visio for Enterprise Architects (as shipped with Visual Studio .Net) extracts ORM\ER meta-data into an XML import, provides browsing of model elements, and has ORM model bulk-import facilities.
• Six Sigma Project Tracking
  Major Manufacturing Company, Data/Software Architect
  Design and development of a global web-based application to track various process improvement projects that use the Six Sigma method. This system was a reengineering effort combined with many new features. Roles performed were business analyst/workshop lead, data architect, software architect, mentor, and developer. Architectural features include: a Microsoft SQL Server central operational data store (ODS), a Microsoft Analysis Server (OLAP) database with approximately 20 cubes for both static reporting and Ad-Hoc OLAP analysis, distributed Lotus Notes databases for document storage and distribution, synchronization between the Lotus Notes databases and the ODS, extraction/transformation/loading (ETL) for both initial system migration and ongoing reporting across the new and (other) legacy systems, a MDX-based report generator written in Excel/VBA, and business rules enforced via a stored procedure-based persistence layer. Code written included: virtually all ETL scripts, the SQL-based persistence layer, all MDX code, the Excel/VBA report generator, and all views/other data extraction layers. The analysis/databases design was performed using Object-Role Modeling.
• Advanced Hierarchy Management
  Major Manufacturing Company, Data Architect
  Requirements analysis and design of a corporate web-based application for managing dynamically created hierarchies. Meta model features include: run time tree design and implementation, user-defined attributes of any scope and complexity, ad-hoc tree derivation, dynamic system interfacing, full temporal tracking (of both business and system dimensions), meta-model-defined data validation rules, meta-model-defined queries and extracts, and meta-model-defined linkages between trees. This system also had advanced effective dating and security capabilities. Also authored stored procedures for the entire data access and business rules layer.
• Consulting and Mentoring
  CRM Value Added Reseller, Data Architecture Mentor
  Training, consulting, data model validation, and mentoring.
• Consulting Services
  Major Manufacturing Company
  Used conceptual data modeling as an analysis bridge between use cases and UML design and implementation models. Determined and participated in end-user workshops, functional specifications, use cases, object diagrams, data models, concept documentation, and team level project management. Involved in the hiring decisions for the remaining members of the team (QA analysts, programmers, etc.). Acted as counsel to project management team on data architecture as well as other project matters. Member of project planning sub-team. Reviewed design and analysis artifacts – such as class diagrams, interaction diagrams, use cases, et al.

InConcept
Partner & Principal Consultant (1998 - 2001)

• Item Master System
  Major Manufacturing Company, Data Architect
  Requirements analysis support, data architecture, and software design role of a corporate item master system containing all items sold, purchased and inventoried. This system was a re-engineering effort of a legacy system
• Goods/Services Database
  Major Manufacturing Company, Data Architect
  Requirements analysis support, architecture, and software design role of a master corporate product catalog of all items sold, purchased and inventoried. Supports localizable languages on attribution and supports many of the company’s eBusiness initiatives as a foundation repository.
• Packaging System
  Major Manufacturing Company, Data Architect
  Requirements analysis support, data architecture, and software design role of a corporate product packaging information system that tracks various package configurations from the individually wrapped product (within boxes inside a case on a crate etc.) up to the pallet.
• Training, Model Validation, and Mentoring
  International Pharmaceuticals Company, Data Architecture Mentor
  Training, consulting, data model validation, and mentoring services for a pharmaceutical sales system (services rendered at the client location in London, England).
• Channel Partner Catalog System
  Major Manufacturing Company, Data Architect/Team Lead/Mentor
  Requirements analysis support, data architecture, and team lead/mentor role of a corporate channel partner catalog configuration system. This system stored customer-specific product attribution for use in their web sites, printed catalogs, and other sales materials.
• Credit Rating and Product Data Warehouse
  Major Financial Services Company, Data Architect
  Transformation of a conceptual and logical data model into a physical data warehouse design used to score customer credit ratings, track product offerings, and customer use of said offerings.
• Buyer Metrics: Procurement Data Warehouse
  (Civilian Agency for the) United States Navy, Data Architect
  Designed an operational data store that tracks financial, payment, vendor and procurement performance, and open requisitions. Also analyzed and proposed eventual data mart cubes, trained military and civilian personnel, assisted in data extract, transformation, and loading (ETL), advised the project leader on issues of design and documentation, advised and trained entire team on data modeling techniques and implementation, and advised on data quality assurance.

Strategic Advantage, Inc.
(A mental health research company owned by Charter Medical Corporation/Magellan Health Services)
Programmer/Database Analyst/Database Administrator (1995 to 1998)

• Decision Care™
  Designed and implemented a database system to track the contents of and patient answers to several mental health-related questionnaires. Design included an input database containing raw scanned questionnaire data, a data scrubbing and analysis staging area, and an operational data store.
• InfiniFax™
  Designed and implemented the data layer of a fax-back questionnaire system that scored patient results and provided feedback to the doctor/questionnaire administrator within five minutes. The automatically faxed report included patient’s answers, the patient’s score along 9 key symptoms, a meta-data generated diagnosis explanation paragraph, and a bar chart.
• SA-45™
  Assisted in the creation of a web-based questionnaire delivery and reporting system.
• Report Generation Engine
  Designed and implemented a GUI report generation API using embedded graphing controls.
• Res-Q™
  Designed, implemented, configured (hardware), and supported a kiosk-style questionnaire delivery and reporting system. Patients would answer the questionnaires using a touch screen terminal. System also included various multimedia elements and secured administration interfaces/reporting.
• General Duties
  Database implementation, maintenance, administration, and troubleshooting. Install, upgrade and maintain data server software and hardware. Manage data security, backups, and disaster-recovery. Network integration of database systems such as replication, interfaces, etc. Occasional LAN administration. Manage database optimization and performance tuning.
  
  Data modeling and database design, system design and legacy system integration. Design production and testing procedures, software troubleshooting, beta testing and debugging with some customer service. Writing of database and Internet/Intranet applications. Writing internal applications, frameworks, and utilities
  
  Management of database staff and consultants, evaluate vendors, software support and training, technical expert in project design to both technical and non-technical audiences. Research into emerging trends, security issues, and optimization.

Languages and Tools Experience
Visual Studio.NET (VB.Net, ASP.Net, C#), (Microsoft and Sybase) Transact-SQL, MDX, Microsoft Visual Basic (VB)/ Visual Basic for Applications (VBA)/VB Script/Microsoft Excel Macro Language/Word Basic/Basic, Active Server Pages (ASP), Oracle PL/SQL, ISO standard SQL, HTML, XML/XSD/XSLT, Pascal, Microsoft Access, FoxPro, Authorware, Visio Solutions Development, JavaScript

Rational Rose, Requisite Pro, Visio for Enterprise Architects and Technical, ER/Win, Visual SourceSafe, VisioModeler, InfoModeler, Power Designer, Oracle Designer, Visual Studio.Net Enterprise Architect

Systems and Database Experience
Windows 3.x/95/98/ME/2000/XP, Microsoft Windows NT 3.x/4.x (Workstation and Server), Microsoft Windows 2002/2003 Server, Microsoft SQL Server 6.5-7.x/2000/2005, Microsoft (OLAP) Analysis Server, Sybase 10/11/12/ASE/IQ, Oracle 7.x-10.x, MS-DOS 3.x - 6.x, Novell 3.1x, various UNIX flavors

Publications

• Publisher of ObjectRoleModeling.com (an ORM related portal/web log)
• "A Visual Studio Enterprise Architect ORM Primer for Experienced VisioModeler Users”, the Journal of Conceptual Modeling, (August, 2001)
• “A Review of Information Modeling and Relational Databases: From Conceptual Analysis to Logical Design”, the Journal of Conceptual Modeling, (April, 2001)
• “Conceptual Data Modeling in an Object-Oriented Process”, the Journal of Conceptual Modeling, (February/April, 2001)
• “Perspective and Abstraction”, The Data Administration Newsletter, (December, 2000)
• “Arguments against the Use of ORM (and their Rebuttals)”, the Journal of Conceptual Modeling, (June 2000)
• “Case Study: Delaying the ‘Entity or Attribute’ Decision”, the Journal of Conceptual Modeling, (April 2000)
• “An Argument for the Use of ER Modeling”, the Journal of Conceptual Modeling, (August 1999)
• “Data Schema Normalization”, the Journal of Conceptual Modeling, (June 1999)
• “Building a Better Data Model”, The Data Administration Newsletter, (December, 1998)
• “Normalization and ORM”, the Journal of Conceptual Modeling, (August 1998)
• “Common Model Fragments: People and Organizations”, the Journal of Conceptual Modeling, (April/May 1998)
• “FoxPro In Cyberspace”, FoxPro Advisor (April, 1997)
• “Introduction to Client-Server Programming in Visual FoxPro”, VFUG Newsletter (October, 1996)
• Compiled the “VFUG Visual FoxPro Frequently Asked Questions”
• Numerous (over 10) newsletter articles for the VFUG Newsletter
• Numerous (over 30) articles for the Journal of Conceptual Modeling
• Full publication list available upon request

Speaking Engagements

• Presented “Conceptual Data Modeling in an Object Oriented Process” at the 2001 DAMA International Symposium in Anaheim California
• Presented “Conceptual Data Modeling in an Object Oriented Process” at Data Management Association, National Capital Region, Washington, D.C.
• Guest lecturer for various college courses
• Seminar/Training Instructor (local, national, and international) in Object-Role Modeling

Professional Memberships

• Member, Data Management Association (DAMA), MN chapter
• Member, Minnesota High Tech Association (MHTA)
• Member, American Electronics Association (AEA)
• Member, Twin Cities .Net User Group
• Member, Object Technology User Group (OTUG)
• Former Editor, Journal of Conceptual Modeling (JCM)
• Former Officer, Virtual FoxPro Users Group (VFUG)
• Active member (past and/or present) of the Visual FoxPro, Microsoft SQL Server, data modeling, and ORM (Internet) communities.
• Member, DNRC

Accreditations

• Certified Object-Role Modeling Consultant (1 of 8 worldwide)
• Visio Object-Role Modeling Expert
• Certified Object-Role Modeling Trainer, Train-the-Trainer
• Certified Visio Trainer, Train-the-Trainer
• 1996 Universal Thread Visual FoxPro Most Valuable Professional (MVP)

Education
1991-1997 Bachelor of Science, Electrical Engineering University of Minnesota, Institute of Technology

Studies focused on system analysis and design, logic design, computer programming, sequential logic, and computer hardware design, construction, analysis, and implementation.

References
References are available upon request.

About Orthogonal Software Corporation
Orthogonal Software Corporation provides software analysis, design, and implementation consulting and education services and related products. We focus on turning your business information, processes, and rules into technical solutions that actually help to generate revenue.

Our mission is to provide you with the tools to create flexible, efficient, and business-oriented software systems and our name reflects that mission. Orthogonal software systems are adaptable, accurate, complete, comprehensive, and focus on the rules that regulate your critical business information. Orthogonal Software implements technical functionality in a non-redundant manner and therefore provides the most efficient and reliable technical solution possible.

Orthogonal Software Corporation's consulting practice focuses on the requirements analysis, design, and construction phases of orthogonal software projects. We also bridge the gap between business requirements and their technical implementation by acting as a liaison between business stakeholders and technical staff.

In addition, Orthogonal Software Corporation also provides a variety of education services such as training courses, seminars, and speaking engagements that focus on software analysis, design, and implementation techniques.

Orthogonal Software Corporation also developed the Orthogonal Toolbox, a free suite of tools to assist in the design and development of orthogonal software.