ROBERT S. HERSHFIELD

88 Butler Road, Sudbury, MA 01776 • 978-501-0441 • rob@plan-be.com

A proven Business Intelligence Consultant with extensive experience designing and developing business reporting systems across industries and functional areas, for companies large and small. BOCP professional certification (Business Objects Certified Professional)

4 Crystal Reports / Crystal Xcelsius / Crystal Reports Server Specialist 4 Expert Reporting Problem Solver

4 Experienced Client Service / Project Manager 4 Professional Crystal Reports Trainer

Overview

4 Senior consultant with 28 years experience in analysis, design, development and implementation of business reporting solutions in n-tier environments on Client/Server, Internet, and PC platforms

4 Led design and marketing of R&R Report Writer, a leading reporting technology platform during the 1980s and 1990s 

4 Since 2001, focused on Crystal Products from Business Objects versions 8.5/9.0/10/XI/.NET/2008, creating hundreds of reports for a wide variety of applications including ERP, Financial, HR, CRM, IT and Healthcare

4 Specializes in the development of complex reports using the full capabilities of Crystal Reports, R&R Report Writer and SQL databases

4 Excellent client interface, project management and communication skills

Technical Expertise

4 Reporting: Crystal Reports v 1-10, XI, .NET and 2008, Designer and Viewer COM Components, Crystal Enterprise/Server, SQL Server Reporting Services, R&R Report Writer v 1-12, XtraReports, XtraGrid, Microsoft Excel

4 Database: Microsoft SQL Server, Visual Foxpro, Sybase, MySQL, Oracle, Pervasive SQL, ODBC, OLE DB

4 Programming: VB.NET, T-SQL, Visual Basic, Visual FoxPro

4 Internet: XML, XSLT, Microsoft FrontPage, HTML, JavaScript

Career Highlights

4 United Data Strategies, Inc., President / Principal Consultant

4 Bizland.com, Director, Product Management & Marketing

4 Liveware Publishing, Inc., General Manager

4 Linguistic Technology, Inc., Director of Marketing

4 Wall Data, Inc. (acquired Concentric Data Systems, Inc.), Product Manager

Experience Detail

UNITED DATA STRATEGIES, INC.

President / Principal Consultant (May 2001 – Present)

Selected projects and engagements:

4 GraceKennedy Foods: Built Xcelsius 2008 Supply Chain dashboard using SAP BW data.

4 Vitech Systems Group, Inc.: Developed custom fund investment portfolio reports

4 Fresenius Medical Care: Developed Dashboards using Xcelsius and Crystal Reports

4 Ski Market: Developed custom retail management reports for Raymark application

4 Vernon Q. Powell Flutes: Developed custom MRP reports for Intuitive application

4 Watson-Marlow: Developed custom sales reports for Exact Software application

4 Greylock Ventures: Created and customized Crystal investment portfolio reports for the Equitrak System, using Embarcadero RapidSQL to access Sybase 12 ASE

4 Affordable Interior Systems: Converted FoxPro reporting application for ACCPAC financial and manufacturing software to SQL Server and Crystal Reports

4 QCMetrix: Developed Web-based suite of Crystal Reports empowering healthcare providers to deliver higher quality care by helping analyze and benchmark clinical data

4 Analogix, Inc.: Developed Crystal Reports for publishing product catalog with photos and index and for measuring sales in a cross-tab by month/quarter/year

4 Bethany Health Care Center: Redesigned budget reporting process to replace complex spreadsheet-based process with a streamlined process using Crystal Reports

4 Funk Software: Developed custom reporting application in VB.NET and SQL Server 2000 to be sold as a complete product. Created database, stored procedures, reports and charts, including user interface. Implemented Developer Express XtraGrid

4 Draka USA: Developed strategy to migrate several hundred Crystal 8.5 ERP reports to Crystal Enterprise 9 for a Web-deployed managed reporting solution. Created reports and SQL Stored Procedures

4 Reebok: Develop Crystal 8.5 reports for Touchpaper’s HelpDesk application, against SQL Server for Web browser access

4 Eclipsys Corporation: Developed Crystal reports, SQL views and T-SQL stored procedures SunriseXA Access Manager, a new hospital registration application

4 Best Software: Converted 118 reports from R&R Report Writer to Crystal Reports for Abra Suite, a Human Resources and Payroll application. Wrote Advanced Training Guide

4 ENTHONE: Delivered Crystal 9.0 training course to end-users of J D Edwards application

4 SoftwareShoppe / Cougar Mountain Software VAR: Developed custom accounting reports for 12 businesses using Cougar Mtn. Software

4 Mail Order Manager: Developed custom order fulfillment and sales reports for 4 direct marketing businesses

4 Geologic Services Corporation: Trained IT Manager and developed complex Crystal Reports, graphs and crosstabs for time and billing application

4 Georgia Pacific: Trained IT Manager and developed Crystal Reports against MP2 ERP application accessed via Citrix

4 Mandarin Oriental Hotel Group: Developed data warehouse using R&R Report Writer for end-user reporting using both R&R and Crystal Reports

4 Lever Ventures: Developed Crystal Reports change management utility using Crystal .NET, VB.NET and XML/XSLT

4 TJX Companies: Developed report data warehouse for real estate lease management application; converted Crystal Reports to R&R Report Writer

4 Multisystems: Ported 80 reports from R&R Report Writer to Crystal Reports for public transit application; used SQL Server DBMS, views and stored procedures

4 Crosby Benefit Systems: Ported reports from Crystal Reports to R&R Report Writer to integrate with flexible spending account application

4 Royal Industries: Developed R&R Report Writer application to burst invoices via

fax/e-mail and post order status via Web site

Experience Detail

BIZLAND.COM

Director, Product Management & Marketing (August 2000 – May 2001)

4 Led multi-functional team responsible for 45 Web Hosting and E-Commerce services

LIVEWARE PUBLISHING, INC.

General Manager (July 1999 – July 2000)

4 Managed Development, QA, Tech Support, Marketing and Tele-sales for R&R Report Writer

EDUCATIONAL MULTIMEDIA CORP.

Marketing Director (December 1998 – June 1999)

4 Developed integrated sales and marketing programs and materials

LINGUISTIC TECHNOLOGY (acquired by Progress Software, Inc.)

Marketing Director (January 1997 – December 1998)

4 Developed marketing programs for natural-language query tool

STATE STREET BANK

Reporting Consultant (November 1996 – December 1996)

4 Developed financial reporting application in Crystal Reports for Corporate Billing System

WALL DATA, INC. (acquired Concentric Data Systems, Inc.)

Product Manager (July 1983 – November 1996)

4 Managed R&R Report Writer from concept to market leader, selling over 300,000 licenses

4 Customers included 97 of the Fortune 100, plus small and midsize businesses

APPLECATIONS, INC.

Software Developer/Consultant (March 1982 – June 1983)

4 Developed Securities Portfolio Accounting and Reporting system for Provident Bank

4 The first comprehensive PC-based system for investments held by financial institutions

SADDLEBROOK CORP.

Software Developer (February 1980 – February 1982)

4 Developed Securities Portfolio Accounting and Reporting system used in 100+ Banks

Education

4 University of Massachusetts: Post-graduate course work, MS Engineering Management, 1983 - 1984

4 Boston University: Post-graduate course work, MBA program, 1981 - 1983

4 University of Vermont: Bachelor of Science, Business Administration, 1975 – 1979

Community Service

4 Town of Sudbury Ponds and Waterways Committee, member at Large, 2007 - Present

Client Testimonials

4 I am very pleased with the work Rob has done. Thanks!

– Reebok International

4 Your working knowledge of Crystal is excellent.  The reports you wrote for us in a few hours would have taken me days to complete.  Your expertise was greatly appreciated.
– Georgia-Pacific Gypsum

4 Thanks for the work you did. You have delivered great looking but more importantly
functional reports in a very professional manner.
– TJX Corp.

4 Rob is very responsive to our requests and understands what we want to get done from a business perspective. I recommend Rob highly.

– Analogix, Inc.

4 Rob is professional, easy to work with, dependable, understands general business very well, is extraordinary at putting data elements together and making logical relationships.  Rob is the best consultant (of any type) I have ever hired and had the opportunity to work with.  Rob understood the scope of work, assisted with an overall strategy and then stayed with us until we fulfilled the objective.  Does not get better than that!!!  A very good investment for defining long-term business reporting.

– Draka USA

4 I found Rob to be highly self-directed and responsive. He is very knowledgeable in general database applications and programming and has particular skills related to report formatting and generation. Rob communicates extremely well (both verbally and in written form), and is a highly productive developer…

– Funk Software, Inc.

4 Rob was a great teacher! ... I think we certainly challenged him with one of our reports, but we worked through it and it came out just perfect.
– American Image, Inc.

4 I like that Rob suggests better ways to do things and I enjoy working with him.

– Affordable Interior Systems, Inc.

4 Your report is… Beautiful, Wonderful, Right On, Wunderbar, Magnifico. Your effort to “get it right” is deeply appreciated.

– Care Labs, Inc.

4 The report works great. The layout is perfect and the data retrieval is quick and accurate. Thank you very much!

– Confidential Client retained by American Red Cross