JAY G.

BERMAN

Senior Training Consultant

7764 N. Paseo Monserrat
Tucson, AZ 85704

Phone: (520) 297-6786

Cell: (520) 360-8970
FAX: (520) 744-3203
E-Mail: jaygb611@gmail.com

SUMMARY: Experienced in the roles of project manager, coach, and technical lead. In the
performance of these roles, have led teams that develop ERP end user training
and support services. Responsible for all aspects of project management,
including managing client expectations, scheduling development, and ensuring
the quality of the technical content of the materials.

Designs, develops, and delivers end user training materials for clients
implementing various enterprise-wide resource systems. This includes
developing performance support materials such as concepts, exercises, job aids,
quick references, work instructions, and simulations. All training documentation
is designed with a focus on end user performance improvement.
Dedicated professional with extensive experience in marketing, business
analysis, sales and training. Demonstrated skills in budgeting, profit planning,
strategic planning, communication, problem solving, and analysis.

COMPUTER SAP versions ECC, 5.0, 4.7, 4.6c, 4.0, and 3.1e in the following modules:
SKILLS: *BW –Reporting and Analysis
*SD – Master Data, Order Processing, Delivery and Shipment, Billing,
Inventory, ATP
*FI/CO – Master data, GL, AP, AR, Payments, Budgeting, Product Costing,
Period End, Payroll Reporting, Results Analysis, Profitability
Analysis, Internal Orders
* MM Material Master, Vendor Master, Purchase Orders, Goods Movement,
Warehouse Management, Inventory Management
*HR – CATS, Expense Reporting, ESS
CRM (See last pages for detailed module training experience.)

InfoPak (capture tool)

uPerform (capture tool)
Resite (capture tool)
Microsoft Office: Excel, Word, PowerPoint, base knowledge of Visio and
Project
Lotus Notes

PROFESSIONAL
EXPERIENCE:

October 2005 RWD Technologies (HQ) Baltimore, MD

To Present Sr. Training Consultant. Experienced in the roles of project management, coach,
technical lead, training analysis, design, development and delivery on multiple projects.
While working at RWD developed and delivered Enterprise Resource Planning (ERP)
Jay Berman
courses for enterprise learning systems. Deliverables included developing of business
process flows so that the client’s personnel understand their individual roles in relation to
the entire process. Developed end user training materials consisting of concepts,
exercises, job aids, quick references, work instructions, simulations, and eLearning
storyboards for SAP versions 4.0, 4.6, 4.7, 5.0 and ECC. Experience in the SAP SD,
FI/CO, BW, MM, IM, WM, PS, and CRM modules, in addition to designing SAP
security profiles. Representative projects include:
♦ Johnson and Johnson Crossroads – Working remotely, developed training courses for the
Planning and Manufacturing area in an SAP upgrade to ECC 6.0. The areas covered included
capacity planning, production execution, production master data, production planning, and
production scheduling. Additionally a planning and manufacturing overview class was put
together. Also developed and edited task work instructions.
♦ HD Supply – Delivered a Train-the-Trainer program to credit department trainers. Also
developed exercises for end users who perform financial billing and for credit personnel who
utilize SAP’s CRM system. Assisted with developing exercise data and performed technical
edits on conceptual materials.
♦ Johnson and Johnson Neutrogena – Served in the role of technical lead for the Forecast to
Stock – Manufacturing area in an SAP upgrade to ECC 6.0. Oversaw a team of developers
creating training courseware for plant and warehouse master data, warehouse processes,
inventory count and control, shop floor processes, process order controlling, how to use radio
frequency in the plant, and how to navigate through the SAP portal. Materials developed
included: concept presentations, task work instructions, exercises, and course assessments. It
was necessary to work very closely with Neutrogena personnel to develop a thorough
understanding of the manufacturing processes involved so that the materials developed were
relevant to the production and warehouse personnel’s needs.
♦ Freeport McMoRan (mining company) – Delivered training to both trainers and end users in
SAP for Receiving, Inventory Management, Shipping, Hand-Held Shipping, Purchasing, and
AR/Credit and Collections. Also reviewed and provided feedback on previously developed
course materials as well as assisted with data development and testing.
♦ Arizona Electric Power Cooperative (AEPCO) (a public utility) – Functioned in the role of
training lead/project manager and analyzed training needs, as well as designed, developed,
and edited courseware for SAP modules FI/CO, SD, PS, PM, MM, HCM, ESS, and Security.
Oversaw a team of developers that created work instructions, simulations, and presentations.
Delivered a Train-the-Trainer session to client instructors and provided AEPCO with SAP
basic navigation and general reporting courses.
♦ Toyota Financial Services – The lead trainer in delivering CRM training to customer service
personnel in the areas of contract origination and servicing, inbound/outbound customer
service, remarketing (inventory liquidation), and business partner master data management.
♦ Amgen – Acted as technical lead/project manager for designing and creating course materials
in the SAP ECC5.0 FI/CO module. Oversaw a team of developers who created courseware for
costing, fixed assets, general ledger, project systems, cash management, money market, and
consolidations. Additionally, delivered Train-the-Trainer sessions to course instructors.
Stepped in and delivered training on how to work with the reporting tools in the SAP BI
Warehouse to managers and end users. Proofed and tested materials across all SAP modules,
including simulations, printed materials, business process procedures, and quick reference
guides.
♦ Allergan – Designed and created course materials in role as a developer for a call center CRM
project. Courses were developed for customer service representatives, supervisors, and
managers. Helped in designing file structure so that the client could easily locate necessary
training materials.
♦ James Hardie – Training lead for follow-up activities and facilitated the transitioning of the
training from RWD development to the client’s trainers. Developed and delivered a Train-the-
Trainer course for James Hardie trainers. Facilitated pilot training for all of the James Hardie
trainers by providing feedback and insight as to how course presentations could be maximized
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for greatest learning impact. Reviewed and edited training material and developed new
courseware for mines process (MM, SD, and Logistics).
♦ Genentech, Inc. – Developed training material as a subject matter lead in multiple areas,
including Logistics, FI, MM, and WM. Designed and developed the file structure for
organizing training materials, set up a system for analyzing transaction importance, helped in
the delivering of RWD Info Pak training, and mentored development personnel on creating
training documentation. My overall business process knowledge served well in acting as a
liaison between developers and the client, making certain that all necessary information was
provided to developers so that courseware was developed on schedule. Was responsible for
working with key client personnel to ensure that course development coincided with process
changes.
♦ CCSD – The training lead, and developed and delivered training materials in multiple SAP
modules, including SD, Logistics, Controlling, Project Systems, Time Management, and
SRM. Developed and delivered Train-the-Trainer presentations. Created and modified course
outlines and was responsible for maintaining status information on training development and
liaising with other functional units to ensure that all understood the scope and needs of
training development.
♦ Cameco – Modified and delivered training on SAP modules in Warehouse Management,
Inventory Management, and Physical Inventory to miners.
♦ Warner Bros. – Reviewed, edited, and tested training materials on both SAP Banking and
Consolidations for delivery in various European countries on this project. Tested online help,
created data, and edited various FI and AR documents.
♦ Clark County School District (CCSD) – Performed a needs analysis for this client. Based on
his understanding of the client’s procedures he then developed and designed a training plan,
as well as course outlines. Worked on role design and a course to role mapping.

Sept. 2000 to Training Consultant –

Oct. 2005

The Abreon Group (HQ) Pittsburgh, PA

Contractor – Developing and delivering training on The Limited Brands project for SAP
version 5.0 General Ledger, assessments, and simulations.

Essential Data (HQ) Stamford, CT

Contractor – Developed training documentation on Gerber Foods project for SAP version 4.7
General Ledger, Accounts Payable, Profit Center Accounting, and Project Systems.

Atos Origin (HQ) Houston, TX

Contractor – Provided training development in FI/CO for SAP version 4.7. Product
Costing, Internal Orders, and Cost Centers. Utilizing InfoPak as capture tool.

SAP America (HQ) Newtown Square, PA

Senior Instructor – Provided training in BW reporting and data warehousing.

Quartet Solutions (HQ) Malvern, PA

(Global training and consulting company)
SD 4.6c Instructional Designer / Trainer (contractor)
Project: HHP Inc. Skaneateles Falls, NY (Worldwide solutions provider of image-based data
collections systems for mobile, wireless, and transaction processing applications.)
Provided training development and documentation for SD Module – Master data, orders,
deliveries, billing, inventory, ATP, and used Resite for capture and development of SAP
materials.

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Osprey Div. (NIIT) (HQ) Charlotte, NC

(SAP division of NIIT Technologies.)
FI 4.6c Trainer (contractor)
Project: Veeco Inc. St. Paul, MN
Provided training in FI and CO modules: master data, GL, AR, AP, payments budgeting and
planning, product costing and period end.

Xansa, Inc. (HQ) London, UK

(International business process and IT services company)
Consultant
Project: Chep Inc. Orlando, FL
• Collaborated with project team leads in custom template designs for end-
user training materials
• Collaborated with client project management on project plan and development
timeline
• Analyzed and developed job role based curriculum for the FI and SD modules,
including, course outlines, course content, and course delivery
• Designed and developed train-the trainer, super user and eight end-user training
courses.
• Met with client super users and functional consultants daily for process
information and area specific updates
• Provided training in SAP 4.6 basic navigation, FI module (developed clients
Mexican division training), Operations and Logistics (SD and MM modules) Orders,
costing, reporting, deliveries, shipments, and inventories.
• Developed and tested security profiles
• Learned to train in Manugistics TM software.

DA Consulting Group (HQ) Houston, TX

(Global Documentation/Training Consulting Firm))
Senior Consultant /Trainer SAP 4.0 and 4.6 SD and FI/CO
Project: British Broadcasting Company, UK
• Delivered SAP 4.0 training to all groups in multi locations throughout the UK
• Provided training in basic SAP navigation, FI module, period end, payroll
reporting, cost and profit center planning, general ledger, results analysis, cross
application time sheets, management reporting
• Redesigned results analysis course.
• Updated end-user specific scenarios and exercises.

Project: Compaq Computer, Houston Texas

Designed and developed SD training program for Latin America
• Coordinated training with outside liaison
• Delivered Super User training to Latin American personnel.

June 1996 to Borden Chemical (HQ) Columbus, OH

September 2000 (One of the world's leading producers of industrial resins, adhesives and related
chemical products.)
Independent Consultant
• Worked in all areas of SAP Sales & Distribution Module, During roll out of system
primary liaison between shipping and customer service personnel helped putting new
procedures in place, assumed leadership role for reporting, pricing, and commission
needs. Liaison to Finance Functional area, defining reporting and cost information
needs for sales and marketing management.
• Analyzed issues that required training development. Then developed training
documentation. Heavy interaction with various teams, including gap analysis with
manufacturing, plant and customer service personnel, to understand impact on
organization, then handcrafted the deliverables necessary for training.
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• Worked on corporate realignment and testing system to make certain proper changes
were in place in SAP.
• Worked with accounting to make certain correct cost and product hierarchy
information is in place in system.
• Developed user training program (with team) rewrote manuals for upgrade to new
version of software. Put on user training classes of up to 25 people along with many
one on one training sessions.
• Training classes developed for reporting both COPA and custom reporting.
• Worked on development of training program on accessing accounts receivable
reporting for sales management.
• Developed training program on costing for management.
• Provided complete specialty wood adhesive business analysis including reviewing
distribution system, locating accounting errors, restructuring sales and marketing
organization, and refocusing developmental efforts. Improvements resulted in an
estimated gain of $2,000,000.00 before taxes.
• Assigned to E-Business team working on testing of customer order entry system on
the internet.

OTHER
EXPERIENCE: Equinox International Las Vegas, NV
June 1994 to Environmental Products Company
June 1998 Independent Distributor

December 1975 to Borden Inc., Adhesives and Resins Division Columbus, OH

June 1994
• Sales and Marketing Coordinator, North America 1992 – 1994
• Sales and Marketing Coordinator, Western U.S. 1991
• Marketing Manager, Specialty Wood Adhesives 1987 – 1991
• Marketing Manager, Adhesives and Graphics 1985 – 1986
• Marketing Manager, Adhesives 1983 – 1985
• Group Sales Manager 1978 – 1983
• Assistant Group Sales Manager 1977 – 1978
• Sales Representative 1975 – 1977


EDUCATION: Keller Graduate School of Management (Graduated November, 1982)

Chicago, IL
Master of Business Administration
Concentration Marketing

Rutgers University – College of Agriculture and Environmental Science

(Graduated June, 1973) New Brunswick, NJ
Bachelor of Science (major in Forestry)

SAP America Atlanta, GA

BW 305 (Reporting and Analysis) (November, 2003)
BW 310 (Data Warehousing) (November 2003)

SAP, Trainer, Instructional Designer, Design, develop, manage, coach, training lead,

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Detailed Module Training Experience:

SD Module:
• Customer Master Data
• Condition Records (Condition Types, Pricing Reports, Rejected and Blocked Reports)
• Customer Material Info Records/Material Determination (Customer Restrictions)
• Quotations
• Contracts (Billing plans)
• Sales Order Processing (Standard, Export, Consignment, Inter-company)
• Customer Schedule Agreements
• Order Tracking (Document Flow, List Function)
• Stock Requirements/Stock Overview/ATP
• SD Document Reports (Incompletion Log, Blocked orders, Error Reports)
• Return Order Processing (Return with/ without Reference, Return Delivery, Goods Receipt)
• Delivery Processing (Delivery Due List, Outbound Delivery Monitor, Goods Issue)
• Billing (Billing Due List, Invoices/Billing Documents, Credit/Debit Memos)
• Schedule Outputs (Printing Delivery & Shipment outputs)
• Sales Reporting

FI/CO:
• Customer Master Data
• Sundry Sales invoices
• AR document change
• AR individual reversal
• AR process incoming payments
• Drill down reporting
• Customer Account Balance
• Customer Open/ Cleared Line Item Analysis
• Customer Account Maintenance (Refund, Write offs, Waive Late Fee, Payment Blocks)
• Customer AR Invoice / Credit Memo
• Account Clearing
• Create Asset and Sub Asset
• Internal Orders
• Credit Management (Customer)
• Cost Elements and Cost Element Groups
• Cost Centers, Cost Center Groups and Cost Center Hierarchies
• Actual Cost – Plan Cost – Variance
• PCA Reporting
• Profitability Analysis
• AP and Logistics invoicing
• Vendor balances and line item review
• Vendor payment history
• GL documents creation and reversal
• GL Recurring entries
• GL Account Balances
• Posting and Clearing

HR Module:
• CATS (Cross Application Time Sheet)
• Remunerations (Expense Records)
• Minimal experience with Payroll

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MM Module:
• Material Master (Material, Vendor)
• Purchasing (Requisitions, Purchase Orders)
• Inventory Management (Goods Movement, Material Movement, Goods Receipt)
• Warehouse Management (RF)
• Logistics
• Shipping
• Goods Receipt
• Goods Issue

Business Warehouse (BW):

• Overview
• Reporting and Analysis
• BEx Analyzer
• BEx Browser on the Web
• Business document server
• Business Content
• Meta Data repository
• BEx Query designer
• Query Properties
• Info providers and Info Objects
• Calculated and restricted Key Figures
• Structures
• Characteristics
• Hierarchies
• Variables
• Exceptions and Conditions
• Star Schema, InfoObjects and InfoCubes
• Data Flow

Security
Developed and tested Security Profiles

References available upon request