Kevin Williams

Experience

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  Altair Eyewear

  Jan 2000 - Jan 2003

  Sales Representative
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  Williams, Hansen & Associates, Inc

  Jul 2004 - Jan 2009

  Business Consultant

  • Install and implement Synergy, Exact Software’s CRM and productivity application• Develop custom reports using Report Builder and Crystal Reports against SQL Server instances from 2000 to 2010• Leverage Synergy to construct custom workflows for clients

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  Sutter Physician Services

  Jul 2009 - Jul 2011

  CRM Business Analyst II

  • Oversee day-to-day activity and provide support as system administrator for six Microsoft Dynamics CRM production instances• Develop senior level and team level reports from Microsoft Dynamics CRM OLAP cubes using Crystal Reports and Excel• Develop custom Microsoft Dynamics CRM forms using Javascript

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  Xerox

  Jul 2011 - Oct 2012

  Report Analyst

  • Worked with DBAs and application developers to construct SSRS reports for a custom application built on SQL database for use by the State of California• Developed custom reports for use at the state, executive, and team level• Coordinated with local development team to schedule and manage updates to offsite production servers by third party vendor

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  Blue Shield of California

  Oct 2012 - Jan 2019

  Lead Report Developer/Architect

  • Develop custom reports out of PlanView, Microsoft Project, HP PPM, and project management applications for use at enterprise, program, team, and project level using SSRS and Report Builder.• Develop reporting framework and processes to optimize and simplify process of making reports available for production use• Conduct training and provide oversight and assistance with SQL queries and technical solutions to lower level technical professionals• Pilot Microsoft Power BI for use at the enterprise level• Convert legacy Crystal Reports to SSRS reports• Build reports using data sources that include SQL, Oracle, Microsoft Access, Microsoft SharePoint, and Microsoft Excel• Build Excel workbooks containing complex formulas, macros, and Power Pivot used to aggregate estimated and actual costs at a project and enterprise level• Serve as technical SME for data management and reporting initiatives, providing insight and recommendations for how best to manage changes to data and application structures• Act as Centralized Resource Manager for IT: Program Delivery department• Leverage SSIS to join data from disparate sources into custom reports Show less

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  Planview, Inc.

  Jan 2019 - Mar 2021

  Reporting & Analytics Senior Consultant

  • Develop custom SQL datasets for use with oData connections and Report Builder reports• Construct and deliver custom Planview reports using Power BI and Report Builder • Conduct customer training on usage of aligned tabular models and custom datasets with business intelligence tools• Provide troubleshooting assistance with high-priority, escalated customer issues• Prepare customers for new version upgrades and assess customer environments for possible complications• Work with Cloud Operations team to provide smooth customer production environment upgrades Show less

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  Slalom

  Mar 2021 - Dec 2022

  Consultant

  • Lead meetings with customers to determine business problems and desired outcomes • Develop reports and dashboards from prototype to production and provide training• As part of a team, identify opportunities to streamline production and non-prod data transfers• Deliver solutions using Agile methodology using Power Apps in partnership with Power BI• Within Power Platform, provide basic non-production environment maintenance

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  Arcis Golf

  Dec 2022 - now

  Director Business Intelligence