Patrick VAUTRIN

– OpenMetadata platform deployment for enterprise metadata management – Data quality rules design: completeness, accuracy and consistency monitoring across critical datasets – Custom Python connectors for metadata ingestion from Power BI, SSIS and SSRS (automated lineage extraction) – Business glossary: definition of business terms and their descriptions – Power BI integration: mechanism querying the OpenMetadata glossary API to automatically generate in each report a summary page listing business terms and definitions, and tooltips dynamically populated from query and report metadata – Architectural assessment: Semarchy XDM integration into the Data & Al service portfolio – POC and architectural assessment: Microsoft Fabric integration into the Data & Al service portfolio

– Azure Data Factory pipeline design (sources: JSON, Excel, MongoDB, PostgreSQL, D365 F&O, CE) and data transformations in SQL Server (Transact-SQL) – Power BI dashboards and paginated reports (Rental, Finance, Services, Trade) – Fixed asset ledger / sub-ledger reconciliation program (D365 F&O) – Google BigQuery: silver and gold layer design (D365 F&O) and Dataform (dbt) pipeline development

– Team supervision: 4 internal staff + 5 external consultants – Microsoft Azure Data Fabric: architecture design, business cases, risk assessment, implementation plan and CSSF registration contribution – Call for tenders: selection of the Data Fabric implementation partner – BCBS-239, CFR and Document Request project contributions – Service organisation and technical infrastructure assessment: tickets follow-up improvement, monitoring automation, dataflow simplification, software rationalisation – Occasional Cognos and SAP BusinessObjects report design – POC: Microsoft Purview Data Catalog (Apache Atlas REST API)

– Founded Oktopus Consulting (December 2005). Acquired by Edda in April 2021 - turnover 2021: €2.2M. – Company management: ~22 FTE, recruitment, appraisals – Calls for tenders, pre-sales and product demonstrations – Technical direction and technology watch – BI & Data Management consultant (>50% of engagement time)

Digital transformation support. – Azure architecture design: Data Lake Gen2, Logic Apps, Data Factory, Power BI – Kafka consumers maintenance in Java (pre-architecture phase) – Real-time pipelines: Kafka JSON → Azure SQL Server – Power BI dashboards and paginated reports – Excel and MongoDB data integration into Azure SQL Server – Power BI metadata collection via REST API and Azure PowerShell – Tableau to Power BI dashboard migration

– SQL Server 2019 implementation (DB, SSAS, MDS) replacing Excel-based data management – Data flow automation with PowerShell – Master Data Management system setup (SQL Server MDS) – Power BI and Power BI Report Server deployment (on-premises) – Training and coaching of the IT team & Data Consumers

SAP BusinessObjects BI 4.1 → 4.2 migration. – Servers configuration – Content migration – Security model redesign

KPI dashboards for the national centre for functional re-education and rehabilitation. – Data identification and sourcing (in-house application 4D) – Data integration into SQL Server (SSIS) – Power BI dashboard design

SAP Business Objects – Web Intelligence reports design and maintenance – BusinessObjects platform migration (4.x → 4.1) Economic dashboard – SAP BusinessObjects Dashboard (Xcelsius) design based on HFM Oracle Hyperion data (sales, P&L, budgets, forecasts) – Migration to Power BI (2019): SQL Server database design, SSIS integration, SSAS tabular model, SSMDS Media Database 2 (Time and materials 09/2019-11/2019 and fixed price 05/2020-07/2020) – Marketing campaign analytics database (touch points: TV, digital, print, OOH) – Data sourcing: media agencies, Google Analytics, HFM, Social Baker – SSIS integration, SSAS tabular model, Power BI reports Magic 8 project – Supply Chain KPI report (SAP BusinessObjects Web Intelligence) – Data integration (SSIS) from SQL Server, Essbase, Excel and SAP BEx Query)

SAP BusinessObjects BI 4.2 platform audit: performance and usage assessment

– INTRASTAT modernisation: technical architecture audit report and recommendations

ODS design and implementation: centralised view of operational systems for the partner portal and corporate reporting. – ODS architecture definition and database design – ETL design pattern definition (SSIS) – Reporting design standards definition – Customer support activity dashboard (Power BI) – Data anonymisation program (Transact-SQL)

– SAP BusinessObjects / IPSI integration study: SSO, application rights and universe design

Reporting on SimCorp Dimension and Thaler systems. – User requirements analysis (data identification and sourcing) – PL/SQL packages and views design (report data sources) – Crystal Reports and Web Intelligence report development

– SQL Server 2014 installation and setup (Power BI / SharePoint 2013 integration) – IT and Risk Management department coaching on SQL Server 2014 tools

European Operational Data Store (ODS). – BI architecture definition – ODS design (SQL Server) and tabular model design (SSAS Tabular) – Power BI governance definition (PowerPivot / Power BI) – Training: Introduction to Master Data Management

Transfer Agent DataMart migration: Sybase IQ → Oracle. – Scheduling agent redesign (Java / PL/SQL / Bourne shell) – Direct data file access from Oracle database – Data comparison views between Sybase and Oracle

Business requirements gathering Evaluation of 3 solutions: – Microsoft SQL Server 2016 (SSIS, SSRS) + Power BI – SAP Business Objects (BI platform + Data Services) – Talend TOS + Birt + Tableau – Demonstration of each solution

Reports analysis, development and maintenance for the Fund Data Services department

ClientDB Data Mart design for the Client Development department (BP2S activities: Custody Bank, Fund Administration, Transfer Agent). – Business requirements definition, data identification and sourcing (Multifonds TA & FA, Cerise, CSS, Olympic, eFront, Hyportfolio...) – SWAT analysis: Tibco SpotFire vs QlikView

Design, development and maintenance of the hospital BI applications. – Business requirements gathering and technical analysis – Data mart design (operating rooms, invoicing, budgeting...) – ETL development (BODS, Oracle PL/SQL) from AGFA HealthCare ORBIS and other sources – Universe design (supply chain, accounting, pharmacy, catering, endoscopy, HR...) – Report design (surgical plans, depreciation plan, consumptions...) – Report production automation (Java SDK / Publications) – SAP BusinessObjects Dashboard 4.1 (Xcelsius) development – BusinessObjects Enterprise 3.1 & 4.1 platform administration – Migration to SAP BusinessObjects 4.1 (Data Services & BI platform)

SAP BusinessObjects migration 6.5.4 → XI 3.1 SP7. – Migration strategy, planning and follow-up – BusinessObjects Enterprise platform installation and configuration (SSO, DMZ) – Security model definition and migration

User BI needs collection – Evaluation of 4 suites: SAS, Microsoft BI, IBM Cognos, QlikView – Evaluation grid design and scoring

Real Estate Data Warehouse technical assessment

Master Data Management concepts: training and coaching

Financial DWH architecture definition and implementation (SQL Server 2012). – Business requirements gathering – Microsoft SQL Server 2012 BI assessment (PowerPivot, SSRS, SSAS tabular & multidimensional, DQS, MDS) – Reporting tools evaluation: Microsoft BI, SAP BusinessObjects, SAS, QlikView (evaluation grid and recommendations) – Data flow design: DB2 400 (Olympic) → SQL Server 2012 (best-practices manual) – Coaching and knowledge transfer

Cost allocation model implementation. – Technical assessment of the existing model (PeopleSoft EPM 8.9 ABM) – User requirements gathering – Market study: alternative solutions to PeopleSoft ABM – Cost allocation model setup (CostPerform) – Data sourcing and ETL design (DataStage) – Data validation by reconciliation with PeopleSoft EPM 8.9 ABM results

Corporate KPI project: aggregated KPI dashboard for department heads (new business, pipeline, FUM, NAV, commissions). – Data identification, sourcing and synchronisation (3 data sources) – Database design (Star Schema) – ETL development (BODS) – Universe and report design (SAP BusinessObjects)

– Report production automation (BusinessObjects publications) – Publication extensions development (Java BusinessObjects SDK) – Data privacy management patterns definition (Data Warehouse) – BusinessObjects platform performance and stability improvement

Custody bank reporting functional analysis for a prospect

Company activity dashboard (sales, forecast, prospections, projects). – Open source stack: Pentaho Data Integration 3.2, MySQL 5, Mondrian (MDX), Pentaho BI Server 3.5

Punctual expertise around SAP BusinessObjects – BusinessObjects universe and report maintenance (v5.2, 6.5, 3.1) — HR and GL Finance DataMart – NAV control reporting automation (Live Office)

BusinessObjects migration and rollout across KBL subsidiaries. – BusinessObjects architecture design – BusinessObjects Enterprise XI 3.1 setup (DMZ, Active Directory, SSO) – Security policy definition (confidential data access management) – Report production automation (BusinessObjects publications / report busting) – Custom modules development (event triggering, file naming, document archiving) – BusinessObjects XI 3.1 Dashboard and Performance Manager: training and POC

Financial data mart design and implementation. – User requirements analysis and data sourcing – ETL development: DB2 400 (Olympic) → SQL Server 2005 (SSIS) – Universe and report development (BusinessObjects Enterprise XI R2)

RSS project: Reports Production Orchestrator architecture design, project management and follow-up – POC: ad-hoc reporting tool for RBC Dexia IS clients (BusinessObjects WebIntelligence integration and customisation – SDK / JSP)

SAP BusinessObjects migration 5.1.4 → Enterprise XI R2 – Project assessment and planning – Project management and follow-up – Document migration (Migration Wizard, SDK) – Automation process support

– PL/SQL stored procedures and BusinessObjects reports for radiological room availability management – Surgical operations data control and load into CRP Santé software DEBORA

OM project: custody bank reporting (Global Portfolio II, MultiFund TA, ASC, Echéancier, Rapports Financiers). – Database load (Oracle 10g PL/SQL) – Report design (Crystal Reports XI R2)

Project Insite Activity Based Costing Management. – New drivers addition in the costing model (SAS ABM 6.2 / Oracle PL/SQL) – Data Mart design audit and review (Oracle) – BusinessObjects universe design enhancement and security setup

– BusinessObjects XI R2 migration business case (SWORD Data Warehouse TMA Team)

– Crystal Reports XI R2 evaluation for Transfer Agent reporting and mass report production – Corporate DataMart support (Oracle 9)

Projects: Private Banking Focus, FETA TA DataMart, DFS Global Custody Data Mart. – Architecture standards definition (data model, data integration)

Project LORD. – Project management and follow-up – Report Engine concept design for automated report production (BusinessObjects XI R2)

– Customised training: BusinessObjects Reporter, Explorer and WebIntelligence 6 (JSP customisation) – JSP developments audit – WebIntelligence technical platform audit and optimisation

– Global BI architecture definition (sizing and installation) – BusinessObjects migration planning: 5.1.x → 6.1 – BusinessObjects Enterprise 6.1 and Application Foundation 6.1 server installation

aMAPS project – Asset Management Accountability & Profitability System. – Data identification, sourcing and OLTP database & Data Mart design – Loading programs development (PL/SQL / PowerCenter) – MIS Web Site development for countries data collection (JSP / JSTL) – File transfer process development (Java) – WebIntelligence integration in MIS Web Site for ad-hoc querying on the Data Mart.

BusinessObjects deployment within the PeopleSoft HR and Global Payroll project. – Business requirements gathering (report specifications) – Data sourcing and Data Mart design – Universe and security model design and implementation – User support for report design and implementation

Legal document project: requirements analysis, universe and BusinessObjects 5 report design and development

New Infinis project. – Automatic report production process maintenance (Oracle 8 / PL/SQL) – Data access security design and implementation (BusinessObjects 5)

BusinessObjects universes and reports design for radiology and operating block services

AGRIVIEW Data Warehouse architecture definition and feasibility study

Projects ECHOSTAT and Fax 14 points. – Humanitarian aid reporting: BusinessObjects universes and reports

New Infinis project – Automatic report production process maintenance (Oracle 8 / PL/SQL) – Data access security design and implementation (BusinessObjects 5) – BusinessObjects / Broadcast Agent integration (VBA) FODS project – ODS covering fund administration, custody bank and transfer agent domains (team of 10 consultants) – Architecture definition – Data identification and sourcing – ODS design and loading procedures development (DataStage / PL/SQL / SQL Loader) – WebIntelligence and BroadcastAgent server implementation – ASP pages for BusinessObjects access authorisation management – Web application for predefined report access

– Team management: 20 consultants, recruitment, appraisals – Sales and pre-sales: commercial proposals, calls for tenders – Fixed price project follow-up and risk monitoring (P&L) – WebIntelligence integration (SDK / ColdFusion Server 5) – Senior BI consultant and BusinessObjects trainer

Budget Data Warehouse migration: SAS → Oracle / BusinessObjects. – SAP/R3 to SAS data workflow analysis (Appropriations, Incomes, Transfer, Payment, Commitments, Carry forward transactions) – Oracle 8 PL/SQL stored procedures development – BusinessObjects 5.x universe and report design

– Sales and pre-sales activities – BusinessObjects trainer

– Trailers fees calculation automation analysis – MIS Data Warehouse implementation: data identification, sourcing (PROTRUST, SIEBEL, Oracle Financial) and data modelling

– BusinessObjects universes and reports: HR software GINRHU and radiology department – BusinessObjects training

BusinessObjects report development: funds sales activities (Sybase System 11)

BusinessObjects report development: overdraft agreements & commitments (DB2 - Olympic)

– BusinessObjects universes audit – BusinessObjects deployment strategy definition for bank branches – End user, IT user and help desk training

– Data mart design and development (Microsoft Access) – BusinessObjects universes and reports: sales, production and budget

POC: data mart, universe and report design for Assets & Liabilities (DB2/400 Olympic)

– Oracle DBA (v6 & v7 — PL/SQL / SQL Loader) – Document Management project: planning, analysis, test cases, DMS administration (Unix / Informix v5) – Term deposit accounts management application development (Visual Basic / Visual C++) – Cheque sorting application maintenance (Micro Focus COBOL) Technological migration of the computing centre of the Caisse d'Épargne d'Alsace and Lorraine Nord : Technological migration — Caisse d'Épargne d'Alsace & Lorraine Nord – Reporting needs analysis across all departments – BusinessObjects universe and report development (Teradata) – BusinessObjects deployment in bank branch offices – BusinessObjects standards definition – Workstation security requirements analysis