Lori Jackson

• I joined this organization through an acquisition of MAXIMUS Consulting Services, ERP Division, and Carrera Consulting Group.
• Over 20 years of consulting expertise for public sector clients nationwide, participating in many ERP implementations and upgrades, providing technical solutions and enhancements, and production support. Wearing many hats: developer, technical lead, upgrade specialist, principal consultant, whatever it takes.
• 5+ years of project management, delivering complex enterprise software solutions.
• Through 40+ PeopleSoft upgrades, I developed a methodology toolkit of reusable artifacts to streamline the process. Artifacts include readiness checklists, technical plans, project plans, deployment plans, model test scripts, decision documents, technical specs, and PowerPoint presentations, which enable us to execute concurrent projects with a consistent flow.
• On the Managed Services team, providing production support for our hosted clients at the CherryRoad Data Center.

Projects:

• Coordinated project efforts alongside INPRS Project Manager and IT team.
• Developed and maintained the project plan for the PeopleSoft HCM/Pension upgrade, incorporating the new Fluid UI implementation.
• Coordinated work streams between Client staff and CherryRoad Managed Services team, overseeing daily activities and ServiceNow tickets.
• Developed the detailed deployment plan to include OS and hardware upgrades for all core systems.
• Provided weekly status reports to client management and monthly board meeting presentations.
• The project was delivered on time and in budget.
• The successful go-live accomplished several important milestones on the agency's roadmap.
• CherryRoad's long-standing relationship with this client remains strong.

• PeopleSoft HCM and FSCM Upgrades.
• Same bullet points on management activities as INPRS.
• These upgrades included a migration of the Oracle databases to the MSSQL server.
• Rolled up my sleeves to provide technical assistance on the database migrations and complex custom processes.
• CherryRoad has partnered with the County for over 10 years.

• Worked with the District to understand and implement updated State reporting requirements, to include a new integration delivery method.
• Created all project tools, including SharePoint, RAID Log, and Project Plan.
• Participated in meetings with state and district development teams to finalize requirements and protocols.
• Identified necessary changes and assembled resources needed for execution.
• Established and executed go-live plan for an on-time adoption of new reporting framework and data requirements.

• PeopleSoft FSCM upgrade.
• See the management points from INPRS.
• The City's FSCM system is hosted at the CherryRoad Data Center.

• PeopleSoft HCM and FSCM upgrades.
• See INPRS management bullets.
• The systems are shared by the City and the School District, with 2 separate business units.
• I've worked on multiple projects with the City beginning with their implementation as a technical resources through multiple upgrades over 20 years.

• Oracle HCM Cloud implementation from PeopleSoft HCM.
• Manage custom development of integrated Java Application for pension contributions, from multiple Payroll systems within the County.
• Managed efforts to interface Oracle Cloud data with the County Data Warehouse, including new DW reporting.
• Organized and documented production cutover tasks to drive test conversions.
• Monitored and tracked custom development for the Oracle Cloud project, working with the team to stay on track.
• Assisted with PeopleSoft research and translated requirements for the Cloud Implementation team.

• Oracle Cloud ERP, HCM, and Supplier Portal implementation.
• The City moved from an IFAS ERP system to the Oracle Cloud HCM (HR, Payroll, OTL, Absence, Benefits) and Financials (GL, PO, Contracts, AP, AR, BI, Projects/Grants, Assets) systems in tandem in July of 2019.
• Developed the project timeline and project plan. Managed the RAID log and consolidated status reporting, presenting the status to stakeholders. This was a team of 11 functional and technical resources from CherryRoad and 15 client resources.
• Managed multiple functional, technical, conversion, and testing work streams, leading team and focus group meetings.
• Developed the complex Go-Live/cutover plan, and drove it to completion.

• Planned and executed the PeopleSoft HCM upgrade.
• Over the years I have provided technical production support by standing up PUM images and applying tax updates as needed.

• Executed technical upgrade for PeopleSoft FSCM, encompassing software installations.
• Drove and defined a comprehensive technical project plan to move the system from unsupported software, hardware, and database versions to the latest versions.
• Coordinated test moves, retrofitting activities, and the deployment.

• Planned and executed the technical upgrade for PeopleSoft FSCM.
• Defined and drove the technical project plan, coordinating test moves and retrofit activities.
• Developed the Go Live Plan and managed the deployment with the county.
• Managed biweekly technical meetings with the client and CRT teams.

• Planned and executed the technical upgrade for both PeopleSoft HCM and FCM.
• Defined and drove the technical project plans, coordinating test moves and deployment.
• Managed daily technical meetings.

• Provided the technical upgrade planning for the upgrade of PeopleSoft HCM and ELM suites.
• Executed the HCM and ELM upgrade process, and drove the Go-Live events.

• Provided the Technical Upgrade Planning and best practices utilizing the standard CRT Upgrade Framework.
• Drove the technical tasks to upgrade PeopleSoft HCM.
• This 'Upgrade to Host,' upgrade from an unsupported release plus a transition of the application to the CherryRoad Data Center.
• City remains as a Hosted client.

• Participated in fact-gathering sessions to create a comprehensive transition plan for the PeopleSoft FSCM DB2 system migration from MBTA hardware to the CherryRoad Data Centers for hosting.
• Incorporated session notes into the Statement of Work, with roles and responsibilities.
• Started the Transition Plan document for the Client and CherryRoad Data Center.
• Supported the project with system testing and retrofits required for the platform migration from DB2 to Oracle.

• The State contracted with CherryRoad for guidance on completing its HCM upgrade.
• Presented upgrade best practices and tips for a smooth and successful upgrade, and the management of maintenance using PUM to the States tech team.
• Provided remote support to the client as required, seeing them through their parallel upgrades.
• Performed integration analysis for PeopleSoft HCM, FSCM, Portal, and the States' LDAP system for user ID and password integration, providing recommendations for improvement and streamlining the PeopleSoft security management workflow for the state.

• Developed and maintained the technical upgrade task plan for the upgrade of the City’s PeopleSoft HCM and FSCM suites.
• Executed the FSCM and HCM upgrades.
• Guided and managed CRT Upgrade Specialists to complete the technical upgrade tasks.
• Conducted weekly tech meetings with the client and the CRT team.
• Coordinated test moves, quality control, and Go-Live planning for this staggered deployment of both upgrades.

• Planned and executed the technical upgrade for PeopleSoft HCM, including a database platform migration from Oracle to SQL Server.
• A long-standing relationship with the County team, through multiple upgrades and technical system support.

• Planned the technical upgrades for PeopleSoft HCM & FSCM.
• Executed the FSCM upgrade.
• Drove the Technical Project plan, Coordinating test moves, Quality Control and Deployment Planning for this concurrent deployment of the HCM, FSCM, and Portal/Interaction Hub Suites.

• Planned and executed the technical upgrade to PeopleSoft HCM.
• Defined and drove the technical project plan, coordinating test moves, retrofit activities, and Go-live.

• Planned and executed the technical upgrades for PeopleSoft HCM and FSCM.
• These upgrades were deployed on a new database release and hardware platform concurrently.
• Coordinated test moves, quality control, implementation planning, and the re-customization effort.

• Planned and executed concurrent upgrades of PeopleSoft HCM, FSCM, and Portal suites.
• Designed and executed a process for restructuring the Chart of Accounts in both suites.
• Redesigned the PeopleSoft application security and implemented the full suite of integrations.
• Developed and presented technical advisory sessions.
• Provided ongoing on-site and remote support.

As a Technical Consultant, include:

• State of Connecticut – HCM, and FSCM Upgrade.
• State of Delaware – HCM Upgrade.
• Delaware Office of Pensions - HCM Upgrade (Pension).
• Atlantic Health Systems, NJ – HCM Upgrade.
• Massachusetts Port Authority, MA – FSCM Upgrade.
• Public School Retirement System of Missouri – Technical Development.
• Board of Pensions of the Presbyterian Church, PA – HCM Upgrade.
• State of New Mexico - HCM, & FSCM Implementation.
• Miami-Dade County, FL - HCM and FSCM Implementation.
• Wayne County, MI – HCM Support & Upgrades.
• State of New Mexico – PeopleSoft HCM, and FSCM Implementation.
• State of Oklahoma – PeopleSoft HCM, FSCM Implementation, Phase II Implementation, and Upgrades.
• King County, WA - PeopleSoft HCM Support and Upgrade.
• Colorado Springs School District 11 - PeopleSoft FSCM Support and Upgrade.
• The New York Public Library – PeopleSoft HCM, FSCM Support, and Upgrades.
• Chelan County, WA – PeopleSoft HCM Implementation.
• Blue Diamond Growers, CA - PeopleSoft HCM Upgrade (My first upgrade).
• Solano County, CA – PeopleSoft HCM Implementation.
• Georgia State Financing and Investment Commission - PeopleSoft FSCM Implementation, multiple upgrades, ongoing support.
• AC Transit District, CA - PeopleSoft HCM implementation. Custom development for GL interface, and Time and Labor Rule processing.