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Portfolio
                                            Tim Mills-Groninger
219-616-5886                                                                                timmg@earthlink.net

                                                 Overview
Business Intelligence is the measure of an organization’s ability to make fact-based decisions utilizing one or
more trustworthy data sources that can be stored and transformed in a way that makes information available
when needed at the appropriate level of detail.

This portfolio is a sample of BI projects and methodologies.

                                           Requirements Analysis
Project lead or team member on numerous business process reengineering projects employing a flexible
methodology of 1) establishing ground rules and a common language, 2) mapping the environment including
SWOT analysis and resource inventories, 3) Buy v. Build review, 4) implementation, and 5) periodic return to
step 1.

Exhibit 1

Page 1 of a requirements document and glossary of terms for a database project to manage client tracking at an
agency serving children from pre-school through college graduation. When no commercial applications could
meet the project requirements I led the team that built a custom MS Access application deployed via Citrix to
seven locations. The requirements document has been modified several times since the initial deployment and
remains the primary resource for system revisions and enhancements.
Mills-Groninger                                         -2-                                                Portfolio


Key outcomes of the RA phase were:
   Trust and high-bandwidth communication between client and consultants
   Business-process document that internal management and SMEs can agree to (and sign off)
   Resources committed to develop feature lists and comparison chart for product evaluation

                                             Application Development

Primary developer of complex database solutions using MS Access/SQL with extensive VBA. Team member on
Oracle and SQL Server projects. Utilized a template approach to common business problems to reduce
development time and simplify long-term maintenance and support.

Exhibit 2

ER diagram of a client tracking application originally deployed in 2005 and still in use. Data are highly
normalized with referential integrity. Granularity is a transaction level, allowing data to be rolled up for a variety
of reports.




Exhibit 3

ER diagram of a CRM application in use from 2000 until the present that tracks individuals and organizations
along with consulting and training histories. Numerous agencies use versions of this application and it has
become the de facto standard among nonprofit management support organizations. The application can track
multiple individuals between organizations with roles ranging from employee to board member to consultant. It
includes a comprehensive training tracking component that publishes training opportunities to the web and
tracks registrations, payments, and attendance. The most critical feature is the ability to manage multiple
consulting projects with a client and produce monthly statements and invoices drawn from daily employee and
contractor time reporting.
Mills-Groninger                                                                        -3-                                                                                        Portfolio




Exhibit 4

ER diagram of a staging area for a labor/construction analysis project. The design is optimized to receive data
from multiple sources, including Excel and CSV, via SSIS and then to be transformed into an OLAP cube via
SSAS.

   Employees             EmployeeRates
     EmployeePK            EmployeeRatePK                                                                                                             County
                                                           Overhead                         OverheadRates                                                CountyPK
     FirstName             EmployeePK
                                                              OverheadPK                      OverheadRatesPK
     LastName              HourlyRate                                                                                                                    CountyName
                                                              Description                     OverheadPK
     EmployeeFlag          EffectiveDate                                                                                                                 DivisionPK
                                                                                              HourlyRate
     FullName
                                                                                              EffectiveDate
     CellPhone                                                                                                                                        Clients
                                                                                              UseEmployeeFlag
                                                                                                                                                         ClientPK
                                                                                              UseContractorFlag
                                                                                                                                                         AccountNo
                              JobMaster                                                                                                                  ClientName
                                   JobMasterPK
                                                                                                                                                         ProjectManager
                                   Description
                                                                                                                                                         CountyPK
                                   ClientPK
                                                                                                                                                         ClientImage
                                   ClientJob                  JobMaterialPurchases                            Invoices
    JobTimeSheets                                                  JobMaterialPurchasesPK
                                                                                                                                                         ClientGroupingPK
                                   MaterialMarkupPct                                                              InvoicePK
       JobTimeSheetsPK
                                                                   JobMasterPK
                                   AdditionalOverheadPct                                                          ClientPK
       EmployeePK
                                                                   MaterialTypePK
                                   JobClosed                                                                      InvoiceNumber
       JobMasterPK
                                   JobClosedDate                   PurchaseAmount                                 InvoiceTerms
       WorkDate
                                   JobCreatedDate                  PurchaseDate
                                                                                                                  WorkDates
       HoursWorked
                                                                   SalePoint
                                                                                                                  InvoiceDate




                                                           MaterialTypes
                                                              MaterialTypePK
                                                              Description
                                                                                                                                  InvoiceXJobMaster                         InvoiceReceipts
                                                                                                                                    InvoiceXJobPK
                                                                                                                                                                               InvoiceReceiptsPK
                                                                                                                                    InvoicePK
                                                                                                                                                                               InvoicePK
                                                                                                                                    JobMasterPK
                                                                                                                                                                               JobMasterPK
                                                                                                                                    InvoiceAmount
                                                                                                                                                                               AmountPaid
                                                                                                                                    AdditionalLabor
                                                                                                                                                                               ReceiptDate
Mills-Groninger                                    -4-                                            Portfolio

                                    Data Warehouse and ETL with SSIS

Consolidated multiple source datasets into unified OLTP environments using SQL and SSIS. The
client maintained source data in Excel time sheets, a proprietary package that could only export to
CSV, and a more traditional OLTP environment. The master package shown in exhibit 5 optimizes
the use of multiple processors to execute non-dependent packages simultaneously. Similarly, other
packages use a strict hierarchy to insure that all entries are valid prior to posting.


Exhibit 5

SSIS Control Flow that processes multiple packages on a regular schedule, creating new or updating existing
records as required. Once data have been appended the source files are moved to the processed folder for
archiving. After the packages have executed the destination database is backed up and reindexed.
Mills-Groninger                                     -5-                                             Portfolio




Exhibit 6

Singe package to read changes to employee pay rates as kept in an Excel file. The package checks if the
source data contains new or existing records and inserts or updates as needed. Upon completion the package
produces an email with record counts for the different conditions.




Exhibit 7

Converting Excel data to SQL takes special care to insure that the Excel data is cast to the matching SQL data
type. Naming conventions insure that converted columns are easily identified downstream.
Mills-Groninger                                          -6-                                             Portfolio




Exhibit 8

Lookup EmpRate validates the existing employee number to check if this is the first pay rate record for a new
employee. Match output validates the current pay rate, while no match validates that employee exists and if not,
creates a new employee/rate record which maintains a slowly changing dimension. The example shows the
update expression where the hourly rate is being reset for an existing effective date – while this a rare condition,
the client wanted a robutst solution that anticipated uncommon but possible situations.




Exhibit 9

C# code used in various SSIS packages. This example conditionally parses a possible middle name from the
firstname string:

(DT_STR,50,1252)(FINDSTRING(firstname," ",1) > 1 ? (SUBSTRING(firstname,(FINDSTRING(firstname," ",1) +
1),LEN(firstname) - FINDSTRING(firstname," ",1))) : "")


This example assembles the variables used in the package and creates the body for an email:

"The Employee Insert/Update process is complete." + "rn" + "rn" +
"Total # of rows processed: " + (DT_STR, 10, 1252) @[User::uTotalRowsRead] + "rn" +
           "Total # of rows inserted/updated " + (DT_STR, 10, 1252) @[User::uRowsUpdated] + "rn" +
  "Employee records ignored: " + (DT_STR, 10, 1252) @[User::uRowsIgnored]
Data Inquiry and Manipulation with SQL Tool


As an aside, it is interesting to note how many different ways there are to insert a carriage return/line feed
combination in the BI stack.
Mills-Groninger                                      -7-                                              Portfolio

                                            T-SQL, Access, Oracle

Extensive experience in using SQL for production systems and ad hoc investigation. Tools used
include the surprisingly powerful GUI in MS Access as well as Toad, and SSMS.

Exhibit 10

Stored procedure returning a specific vendor, all shipping methods used, and a summary of financial data for
transactions in a certain time frame. The stored procedure simplifies subsequent code and improves
maintenance; any changes to the stored procedure are immediately reflected in all scripts in which it is
referenced.




Exhibit 11

SQL fragment which takes user input from a form and includes selected criteria as well as “and” or “or”
conditions and inserts the results to a temporary table for further manipulation or as an email merge source.
Mills-Groninger                                      -8-                                             Portfolio


                                                OLAP and MDX

Utilized data warehouse to create OLAP cubes that served as data sources for SSRS, PPS, and Excel reporting.

Exhibit 12

Cube diagram showing dimensions and facts for the labor/project tracking application referenced in exhibit 4.




Exhibit 13

Calculations portion of the a cube showing how the member avoids a divide by zero error.
Mills-Groninger                                     -9-                                          Portfolio

Exhibit 13

Calculated member which filters to show quarters with a labor cost greater than zero.




                                           Reporting Environments

Familiar with reporting platforms including MS Access, Crystal Reports, Excel, SSRS, and PPS. Project
included production reports and ad hoc investigations from OLTP and OLAP data sources.

Exhibit 14

Report design showing the layout of an Overhead Category report that compares the current and previous
quarters.
Mills-Groninger                                    -10-                                            Portfolio

Exhibit 15

Reports in exhibit 14 as run in SSRS and SharePoint. Note formatting that highlights increases in overhead
costs from the prior period.




                                                                    SSRS




                                                                                                SharePoint
Mills-Groninger                                     -11-                                              Portfolio

Exhibit 16

OLAP data displayed in Excel and published to SharePoint utilizing KPI status and trend indicators.




Exhibit 17

OLAP data designed in Performance Point dashboard and published to SharePoint. Note that the value column
in the KPI Client Job Financials report utilizes the calculated member from exhibit 13.
Mills-Groninger                                    -12-                                            Portfolio

Exhibit 18

Dashboard chart showing comparisons of overhead components over time.




                                          Evaluation and Analysis

Conducted Technology Audits with clients to determine utilization of information technology and desire for
change. Assisted clients in developing surveys and analyzing results. Writing about technology for general
audiences.

Exhibit 18

Selected publications
Fundraising software… Your Money-Making Machinery http://www.nptimes.com/pdf/0609sr.pdf
Accounting APIs – integrating accounting software http://www.nptimes.com/08Jan/080101SR.pdf

A more comprehensive list of publications is available at http://www.amazon.com/s/ref=nb_sb_noss?url=search-
alias%3Daps&field-keywords=Mills-Groninger&x=0&y=0

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Portfolio

  • 1. Portfolio Tim Mills-Groninger 219-616-5886 timmg@earthlink.net Overview Business Intelligence is the measure of an organization’s ability to make fact-based decisions utilizing one or more trustworthy data sources that can be stored and transformed in a way that makes information available when needed at the appropriate level of detail. This portfolio is a sample of BI projects and methodologies. Requirements Analysis Project lead or team member on numerous business process reengineering projects employing a flexible methodology of 1) establishing ground rules and a common language, 2) mapping the environment including SWOT analysis and resource inventories, 3) Buy v. Build review, 4) implementation, and 5) periodic return to step 1. Exhibit 1 Page 1 of a requirements document and glossary of terms for a database project to manage client tracking at an agency serving children from pre-school through college graduation. When no commercial applications could meet the project requirements I led the team that built a custom MS Access application deployed via Citrix to seven locations. The requirements document has been modified several times since the initial deployment and remains the primary resource for system revisions and enhancements.
  • 2. Mills-Groninger -2- Portfolio Key outcomes of the RA phase were:  Trust and high-bandwidth communication between client and consultants  Business-process document that internal management and SMEs can agree to (and sign off)  Resources committed to develop feature lists and comparison chart for product evaluation Application Development Primary developer of complex database solutions using MS Access/SQL with extensive VBA. Team member on Oracle and SQL Server projects. Utilized a template approach to common business problems to reduce development time and simplify long-term maintenance and support. Exhibit 2 ER diagram of a client tracking application originally deployed in 2005 and still in use. Data are highly normalized with referential integrity. Granularity is a transaction level, allowing data to be rolled up for a variety of reports. Exhibit 3 ER diagram of a CRM application in use from 2000 until the present that tracks individuals and organizations along with consulting and training histories. Numerous agencies use versions of this application and it has become the de facto standard among nonprofit management support organizations. The application can track multiple individuals between organizations with roles ranging from employee to board member to consultant. It includes a comprehensive training tracking component that publishes training opportunities to the web and tracks registrations, payments, and attendance. The most critical feature is the ability to manage multiple consulting projects with a client and produce monthly statements and invoices drawn from daily employee and contractor time reporting.
  • 3. Mills-Groninger -3- Portfolio Exhibit 4 ER diagram of a staging area for a labor/construction analysis project. The design is optimized to receive data from multiple sources, including Excel and CSV, via SSIS and then to be transformed into an OLAP cube via SSAS. Employees EmployeeRates EmployeePK EmployeeRatePK County Overhead OverheadRates CountyPK FirstName EmployeePK OverheadPK OverheadRatesPK LastName HourlyRate CountyName Description OverheadPK EmployeeFlag EffectiveDate DivisionPK HourlyRate FullName EffectiveDate CellPhone Clients UseEmployeeFlag ClientPK UseContractorFlag AccountNo JobMaster ClientName JobMasterPK ProjectManager Description CountyPK ClientPK ClientImage ClientJob JobMaterialPurchases Invoices JobTimeSheets JobMaterialPurchasesPK ClientGroupingPK MaterialMarkupPct InvoicePK JobTimeSheetsPK JobMasterPK AdditionalOverheadPct ClientPK EmployeePK MaterialTypePK JobClosed InvoiceNumber JobMasterPK JobClosedDate PurchaseAmount InvoiceTerms WorkDate JobCreatedDate PurchaseDate WorkDates HoursWorked SalePoint InvoiceDate MaterialTypes MaterialTypePK Description InvoiceXJobMaster InvoiceReceipts InvoiceXJobPK InvoiceReceiptsPK InvoicePK InvoicePK JobMasterPK JobMasterPK InvoiceAmount AmountPaid AdditionalLabor ReceiptDate
  • 4. Mills-Groninger -4- Portfolio Data Warehouse and ETL with SSIS Consolidated multiple source datasets into unified OLTP environments using SQL and SSIS. The client maintained source data in Excel time sheets, a proprietary package that could only export to CSV, and a more traditional OLTP environment. The master package shown in exhibit 5 optimizes the use of multiple processors to execute non-dependent packages simultaneously. Similarly, other packages use a strict hierarchy to insure that all entries are valid prior to posting. Exhibit 5 SSIS Control Flow that processes multiple packages on a regular schedule, creating new or updating existing records as required. Once data have been appended the source files are moved to the processed folder for archiving. After the packages have executed the destination database is backed up and reindexed.
  • 5. Mills-Groninger -5- Portfolio Exhibit 6 Singe package to read changes to employee pay rates as kept in an Excel file. The package checks if the source data contains new or existing records and inserts or updates as needed. Upon completion the package produces an email with record counts for the different conditions. Exhibit 7 Converting Excel data to SQL takes special care to insure that the Excel data is cast to the matching SQL data type. Naming conventions insure that converted columns are easily identified downstream.
  • 6. Mills-Groninger -6- Portfolio Exhibit 8 Lookup EmpRate validates the existing employee number to check if this is the first pay rate record for a new employee. Match output validates the current pay rate, while no match validates that employee exists and if not, creates a new employee/rate record which maintains a slowly changing dimension. The example shows the update expression where the hourly rate is being reset for an existing effective date – while this a rare condition, the client wanted a robutst solution that anticipated uncommon but possible situations. Exhibit 9 C# code used in various SSIS packages. This example conditionally parses a possible middle name from the firstname string: (DT_STR,50,1252)(FINDSTRING(firstname," ",1) > 1 ? (SUBSTRING(firstname,(FINDSTRING(firstname," ",1) + 1),LEN(firstname) - FINDSTRING(firstname," ",1))) : "") This example assembles the variables used in the package and creates the body for an email: "The Employee Insert/Update process is complete." + "rn" + "rn" + "Total # of rows processed: " + (DT_STR, 10, 1252) @[User::uTotalRowsRead] + "rn" + "Total # of rows inserted/updated " + (DT_STR, 10, 1252) @[User::uRowsUpdated] + "rn" + "Employee records ignored: " + (DT_STR, 10, 1252) @[User::uRowsIgnored] Data Inquiry and Manipulation with SQL Tool As an aside, it is interesting to note how many different ways there are to insert a carriage return/line feed combination in the BI stack.
  • 7. Mills-Groninger -7- Portfolio T-SQL, Access, Oracle Extensive experience in using SQL for production systems and ad hoc investigation. Tools used include the surprisingly powerful GUI in MS Access as well as Toad, and SSMS. Exhibit 10 Stored procedure returning a specific vendor, all shipping methods used, and a summary of financial data for transactions in a certain time frame. The stored procedure simplifies subsequent code and improves maintenance; any changes to the stored procedure are immediately reflected in all scripts in which it is referenced. Exhibit 11 SQL fragment which takes user input from a form and includes selected criteria as well as “and” or “or” conditions and inserts the results to a temporary table for further manipulation or as an email merge source.
  • 8. Mills-Groninger -8- Portfolio OLAP and MDX Utilized data warehouse to create OLAP cubes that served as data sources for SSRS, PPS, and Excel reporting. Exhibit 12 Cube diagram showing dimensions and facts for the labor/project tracking application referenced in exhibit 4. Exhibit 13 Calculations portion of the a cube showing how the member avoids a divide by zero error.
  • 9. Mills-Groninger -9- Portfolio Exhibit 13 Calculated member which filters to show quarters with a labor cost greater than zero. Reporting Environments Familiar with reporting platforms including MS Access, Crystal Reports, Excel, SSRS, and PPS. Project included production reports and ad hoc investigations from OLTP and OLAP data sources. Exhibit 14 Report design showing the layout of an Overhead Category report that compares the current and previous quarters.
  • 10. Mills-Groninger -10- Portfolio Exhibit 15 Reports in exhibit 14 as run in SSRS and SharePoint. Note formatting that highlights increases in overhead costs from the prior period. SSRS SharePoint
  • 11. Mills-Groninger -11- Portfolio Exhibit 16 OLAP data displayed in Excel and published to SharePoint utilizing KPI status and trend indicators. Exhibit 17 OLAP data designed in Performance Point dashboard and published to SharePoint. Note that the value column in the KPI Client Job Financials report utilizes the calculated member from exhibit 13.
  • 12. Mills-Groninger -12- Portfolio Exhibit 18 Dashboard chart showing comparisons of overhead components over time. Evaluation and Analysis Conducted Technology Audits with clients to determine utilization of information technology and desire for change. Assisted clients in developing surveys and analyzing results. Writing about technology for general audiences. Exhibit 18 Selected publications Fundraising software… Your Money-Making Machinery http://www.nptimes.com/pdf/0609sr.pdf Accounting APIs – integrating accounting software http://www.nptimes.com/08Jan/080101SR.pdf A more comprehensive list of publications is available at http://www.amazon.com/s/ref=nb_sb_noss?url=search- alias%3Daps&field-keywords=Mills-Groninger&x=0&y=0