• Participated in business continuity planning project within IT organization with project scope including development of project plan to build out Schwab’s vendor-provided cold site on East Coast
• Analyzed hardware inventories and architectures at two computer centers to identify critical subsystems
• Assisted in constructing baseline configuration, supporting critical subsystems needed in cold site configuration
• Developed Vendor Drop Ship Agreement and process guides to assist Schwab in negotiations with primary IT technology providers
• Researched Business Continuity Industry and identified additional recovery strategies in white paper

Charles Schwab & Co., Inc. -- Phoenix, AZ

• Documented technical procedures for major IT Storage Management initiatives
• Developed procedures for HSM, SMS and Catalog systems

USAA -- San Antonio, TX

• Co-managed business continuity planning sub-projects (as part of an I/T Recovery Support Program) for two I.S. departments -- Network Services and Workstation Services
• Recovered company’s entire network capability, supporting Home Office Campus’s 11,000 employees and all remote U. S. and European locations, and all communications and desktop technology required for recovering 2,000 critical users at several remote USAA offices
• Conducted assessment of desktop environments, all telecommunications systems, voice/data WAN and LAN (MS NT and OS/2 servers) environments
• Defined technology recovery requirements for critical business processes
• Developed recovery strategies, including cost/benefit analysis, strategy implementation plan, recovery plans and plan maintenance program

AmeriCredit Financial Services, Inc. -- Fort Worth, TX & Phoenix, AZ

• Developed network recovery strategies and recovery plans for company’s Texas headquarters and Phoenix call center
• Defined technologies required for recovery of critical business processes and identified critical network systems and recovery configurations for company’s entire enterprise network capability, supporting several hundred U.S. branch offices and three call centers
• Conducted assessment of all - telecommunications systems, (Rolm PBX and Melita Predictive Dialer) voice/data WAN, LAN environments and connectivity to AS/400

State of Minnesota -- St. Paul, MN

• Developed data network recovery strategy for state's main data center and Network Command Center
• Identified critical network systems and required recovery configurations -- Comten and IBM FEPs, Codex X.25 switches, Cisco routers, Newbridge multiplexers, various network management systems, connectivity to Advantis and Internet, McData terminal controllers, and various protocol converters
• Rerouted all major network facilities, including three T3 pipes and assorted dial-up lines to Computer Recovery Center on East coast, by implementing automatic transfer arrangement with appropriate service providers

Packaging Corporation of American –- Evanston, IL

• Developed data network recovery strategy and recovery plans for national manufacturer's corporate data center and 100 remote plants. The Plan encompassed the recovery of an IBM ES/9000 and four AS/400s at the corporate data center and eight regional AS/400s, at a Comdisco hot-site. The Plan supported all wide area connections and a variety of protocols including 3270 and 5250 and PC dial-up traffic.

ABN/AMRO -- Chicago & New York

• Developed Voice Communications Recovery Strategy with Corporate Business Recovery Planning project being conducted in bank’s Treasury Department
• Identified voice communications recovery requirements for Treasury's front office and back-office business users, including hardware, software features and network services
• Consulted with bank's existing vendors to develop recovery solutions for DID and 800 network services
• Developed Work Area Recovery solution, supporting recovery of critical business functions at Comdisco Recovery Center
• Managed Comdisco personnel in implementing recovery strategy at recovery center

Goldman Sachs -- Chicago, IL

• Developed LAN recovery plan for Chicago office
• Conducted review of current LAN configuration, including identification of existing and future applications, hardware and software configurations (IBM Token Ring, OS/2 LAN Server), and existing backup procedures
• Identified Disaster Recovery requirements for LAN and developed backup and restore procedures -- Disaster Recovery Plan input to ComPAS, a disaster recovery planning tool

Information Resources Inc. -- Chicago, IL

• Assisted in developing data network inventory and recovery strategy
• Addressed networking needs of processing outage and network service interruption
• Defined standard descriptions of inventory data with all data communications hardware and circuits and input to automated tool -- Graphical Networker
• Confirmed circuit configuration and routing information and identified single-points-of-failure and recovery alternatives, with associated budgetary costs
• Recommended overall network recovery strategy with implementation work plan

Principal Financial -- Des Moines, IA

• Assessed this company's voice communications systems’ survivability and recoverability for corporate campus
• Determined whether vulnerabilities existed in primary and secondary support systems, and what affects these would have on the system's ability to support business in a disaster
• Project encompassed local switching and processing systems and transport systems used by eight buildings
• Performed single-point-of-failure analysis and assessed backup and redundancy capabilities of voice network hardware and services

Canadian Government Agency -- Ottawa, Ontario

• Assisted large services supplier in developing data network recovery strategy for two data centers, addressing networking needs of processing outage and network service interruption
• Confirmed circuit configurations and routing information and identified single-points-of-failure
• Evaluated recovery alternatives from local service providers, including detailed designs and costs, for each failure point
• Identified recommendations for upgrading circuit and hardware configurations that were required to support proposed recovery alternatives

Mayo Clinic -- Rochester, MN

• Assisted hospital in two-part project -- reviewing hospital's plans to implement FDDI network and focusing on current and future wiring plans
• Evaluated future technologies (FDDI and ATM) and compared for recovery capabilities
• During second stage of project, developed network recovery strategy as interim solution to FDDI implementation -- two years hence
• Identified strategy including three alternatives and evaluated budgetary cost estimates
• Developed implementation work plan for completing detailed design for chosen recovery alternative for hospital’s 17 campus buildings with connectivity to IBM, DEC, Tandem, and Stratus processors through use of PCs on Local Area Networks and terminals

Alcon -- Dallas, TX

• Assisted in development of PBX disaster recovery strategy for large manufacturer of contact solutions and lenses
• Identified possible points of failures and disaster scenarios and defined potential recovery facility options and estimated costs for recommendations with strategy encompassing campus setting headquarters, with approximately 10 buildings connected by two Rolm PBXs