List of Clients and Services Provided

MassMutual                                                         Springfield, MA

• Provided assistance with chargeback philosophy, development of cost pools and rate calculations.

• Implemented chargeback software on the client desktop.

• Developed desktop procedures and provided training.

Commerce Bancshares                                     Kansas City, MO

• Performed an audit of the existing chargeback process, a Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis, and recommendations for process upgrades.

• Completed a full implementation of the IT chargeback system, including billing for technical resources, business units, and fixed/variable costs.

American General Shared Services                 Houston, TX

• Performed an audit of the existing chargeback system, including analysis and recommendations for system upgrade to Y2K compliant version of software.

• Completed a full system upgrade (mainframe and desktop), including customization for account code conversion and account proration.

Ahold Information Services (Stop & Shop)      Braintree, MA

• Performed educational, administrative, financial, programming and analysis consulting services to assist with upgrading and implementation of vendor chargeback systems for centralized and distributed information technology services.

County of San Bernardino                                 San Bernardino, CA

• Performed analysis of telecommunications billing process, developed a procedure manual for the telecommunications help desk and support staff, and conducted a audit of the current chargeback system.

SuperValu, Inc.                                                    Eden Prairie, MN

• Performed educational, administrative, financial, programming and analysis consulting services to assist with the development of chargeback philosophy, and implementation of chargeback systems for centralized and distributed information technology services.

Union Pacific Railroad                                       St. Louis, MO

• Provided assistance with chargeback philosophy, audit of existing chargeback system.

Allegiance Healthcare (Baxter Healthcare)     McGaw Park, IL

• Assisted with chargeback philosophy, requirements definition for selection of vendor software, assessment of vendor packages, and implementation of vendor software.

TRW Information Systems Division (Experion) Orange, CA

• Conducted on-site seminars on chargeback philosophy, rate development, and chargeback system implementation.

First Security Information Technology              Salt Lake City, UT

• Developed a high-level project plan for an intra-company billing system.

PACE Applied Technology, Inc.                       Manassas, VA

• Conducted seminars on chargeback philosophy, rate development, and chargeback system implementation.

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