Gerald Klein

Chinese American International School wished to automate several interactions between their school management software "Power School" (PS) and NetSuite. The purpose was to streamline the effort of all relevant transactions between the customer/students and CAIS. There are no third-party bundles for this with NetSuite, so the integration would need to be written from scratch.

One of the first hurdles was that NetSuite uses very secure connections adhering to industry standards for… Show more

Chinese American International School wished to automate several interactions between their school management software "Power School" (PS) and NetSuite. The purpose was to streamline the effort of all relevant transactions between the customer/students and CAIS. There are no third-party bundles for this with NetSuite, so the integration would need to be written from scratch.

One of the first hurdles was that NetSuite uses very secure connections adhering to industry standards for security. The PS endpoint used simple token-based connections, not allowing PS to connect to NetSuite. Using AWS Lambda, I created a proxy that would facilitate the conversation between the two disparate systems. PS would call AWS and deposit a data package, and AWS would, in turn, then call NetSuite with the increased secure connection necessary for NetSuite. AWS would pass the data to NetSuite, allowing us to then execute a direct query to PS for the complete records needed.

The second hurdle was that the PS software existed in two different modules. PS SIS and PS Enrollment. PS SIS provides a subscription-based notification process (allowing us to receive event notifications), and PS Enrollment does not. One of the tasks was creating transaction records at the point of enrollment when customers made initial payments. The beginning of the Enrollment process takes place in the Enrollment module, but it lacks an event notification system to let us know when this occurs. PS support informed us that they could have the system send out an email with a customizable list of data points.

Using AWS (S)imple (E)mail (S)ervice, I created an email endpoint that passed the data to an AWS Lambda function that disseminated the data and forwarded it to NetSuite solving one more difficulty.

The original AWS Lambda guided by events sent from PS SIS would then handle the rest of the communications necessary to fulfill the client requirements.
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Northwest Pallet is the largest Pallet Broker in the U.S. their business requirements are based on the back and forth movement of pallets as reusable assets. The customers and vendors exist as both customer and vendor, making the business ERP model complex.

The order process is complicated so much so that custom records were created to handle the orders and the necessary transactions for ERP operation are created and managed behind the scenes via scripting.

I was tasked with… Show more

Northwest Pallet is the largest Pallet Broker in the U.S. their business requirements are based on the back and forth movement of pallets as reusable assets. The customers and vendors exist as both customer and vendor, making the business ERP model complex.

The order process is complicated so much so that custom records were created to handle the orders and the necessary transactions for ERP operation are created and managed behind the scenes via scripting.

I was tasked with several modifications and updates of these processes. Further I facilitated the upgrades of their tax software and external portal access applications that employees, vendors and customers in the field can use to enter orders directly into the system.
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Responsible for all aspects of application design included many innovations that increased client base and sales by over 900%. Designed and Developed integrated shipping, integrated financial software to round off a full package to motivate new client growth and old client retention. Shipping integrations carries several internet firsts, such as interfaces for packers that not only told products to be shipped but how many and the sizes of boxes to use, to get the best price point on shipping… Show more

Responsible for all aspects of application design included many innovations that increased client base and sales by over 900%. Designed and Developed integrated shipping, integrated financial software to round off a full package to motivate new client growth and old client retention. Shipping integrations carries several internet firsts, such as interfaces for packers that not only told products to be shipped but how many and the sizes of boxes to use, to get the best price point on shipping, taking creating custom “sweet spot” dimensional weight algorithms using knowledge of the shipping industry and shippers rating algorithms. The system currently operates successfully and with the confidence of clients like Maggiano’s, Darden Foods, Macaroni Grill and others to take care of their daily produce needs. Technologies used were NetSuite ERP,NET, SQL Server, jQuery.
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A national Hotel chain serving commercial and business required a system to track multiple guest statuses for every guest to anticipate occupancy and resources accurately. The list of statues that they needed to track was Quote, Pre-Stay, Arriving, In-Stay, Departing, and Post-Stay. The tracking should happen for all reservations nationally. Previous attempts were unable to keep up with the traffic, and backend scripts were prone to timing out.

The difficulties were two-fold, the hotel… Show more

A national Hotel chain serving commercial and business required a system to track multiple guest statuses for every guest to anticipate occupancy and resources accurately. The list of statues that they needed to track was Quote, Pre-Stay, Arriving, In-Stay, Departing, and Post-Stay. The tracking should happen for all reservations nationally. Previous attempts were unable to keep up with the traffic, and backend scripts were prone to timing out.

The difficulties were two-fold, the hotel staff managed some of the interactions, but other statuses were date based along with a previous state. The first hurdle was the sheer volume of records that needed to be processed on schedules to keep the time-dependent statuses current and relevant. Rather than use a standard approach like Mass Updates, we opted for a system of dynamically launched scheduled scripts.

For each query, there existed a main scheduled script that would be executed, which would spawn up to a hundred sub-scripts, each handling 1000 records. No longer did the system suffer from governance issues, and unlike Mass Updates, we had a great deal of flexibility of scheduling.

Originally on the customer record, we stored a field "Guest Call Status," but the reservation record was the record of authority and origin of the guest's current state. Systems already in place that accessed the customer record "Guest Call Status" field caused information loss, as new information would overwrite old information as circumstances changed with the guest and the possible multiple reservations they may have. I decided to move the data, so it was relationally correct, to the reservation record. We could now preserve legacy data, allowing for a better historical record.

We improved the data quality nationwide and ensured a robust, dependable process moving forward.
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The full description of this contains a great deal more but LinkedIn size constraints prohibit me from posting the entire description.

As part of an implementation team, I was assigned a variety of tasks, the most critical of which was the expansion of the Pacejet Shipping bundle. When staff creates sales orders and quotes, the shipping bundle's vanilla installation provides a button. It would open a page that would list shipping options and their associated cost based on the items in… Show more

The full description of this contains a great deal more but LinkedIn size constraints prohibit me from posting the entire description.

As part of an implementation team, I was assigned a variety of tasks, the most critical of which was the expansion of the Pacejet Shipping bundle. When staff creates sales orders and quotes, the shipping bundle's vanilla installation provides a button. It would open a page that would list shipping options and their associated cost based on the items in the transaction record.

Norix Furniture expressed the need for a more automated and concise ability to allow salespeople and others to accurately quote the cost of purchases. These capabilities would allow a very accurate estimate of the total cost to bring the products to the customer's door.

Shipments to be delivered would incur several possible extra charges due to the needs of the client, such as lift gates on trucks or limited access to delivery dates and times. Because of this, we created an application that added a supplementary record to every address of every client. Because this is a BtoB, a customer could have an unlimited amount of addresses. Each address has its own needs and limitations. I created an accessorial custom type to contain all shipping options that the client would support. I wrote mass update scripts to pair every address with an "accessorial" record to accommodate these specific needs.

I rewrote the interface to Pacejet servers to allow direct access to the data provided by Pacejet. Instead of loading a page with options, costs were tabulated and added directly to the transaction. All shipping options from Pacejet servers filtered by the accessorials chosen for that address. The costs were analyzed, and the median price used for the estimate.


The system now provides untrained sales staff the ability to quote orders and shipments with a high degree of accuracy with minimal effort.
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Crow Canyon is an online retailer of a variety of flatware associated items. I was tasked with automating a number of areas of their business processes.

Scripted automation of their back order process through notification to customers and the opportunity to respond with next steps.

Scripted automating attributes of backorders themselves based on specific conditions and availability.

Created and scripted a shadow inventory to handle coordination between themselves and… Show more

Crow Canyon is an online retailer of a variety of flatware associated items. I was tasked with automating a number of areas of their business processes.

Scripted automation of their back order process through notification to customers and the opportunity to respond with next steps.

Scripted automating attributes of backorders themselves based on specific conditions and availability.

Created and scripted a shadow inventory to handle coordination between themselves and stock that is in production by overseas vendors. This includes multiple uploads and triggered updates from incoming purchase orders. This allowed for the handling of inventory outside the NetSuite process therefore not affecting actual inventory asset figures.
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Created custom forms and form validations. Several custom forms were created along with rules-based form validations.

Custom HTML/PDF Templates. A collection of custom HTML/PDF templates were created to conform to business rule requirements.

The following code was written in modular form to allow for code reuse and possible secondary applications. So without alteration, the code could be reapplied to any variety of user events or saved searches without significant modification… Show more

Created custom forms and form validations. Several custom forms were created along with rules-based form validations.

Custom HTML/PDF Templates. A collection of custom HTML/PDF templates were created to conform to business rule requirements.

The following code was written in modular form to allow for code reuse and possible secondary applications. So without alteration, the code could be reapplied to any variety of user events or saved searches without significant modification or no modification at all. This approach allowed for the repurposing of the already written code in future requirements.

Mass update and event-based scripts were created to set limited release counts for orders that have at least one "limited release" item present in the purchase. This condition provided for a hook allowing a change in workflow that sidestepped automatic credit processing in lieu of manual processing, to conform to current business rule requirements.

Show-on-grid was a check run on mass update scripts, sales order events and warehouse inventory changes as to whether to show an item on the live site based upon the fact of whether any of the matrix subitems had at least one item of available inventory. If at least one had inventory, the parent item would show on the live site otherwise it would not. Show less

This projects' focus was the due diligence necessary when a non-profit company takes in donations and the historical handling of those assets.

Notifications: There was a requirement of 112 scenarios for three types of transactions, Purchase Orders, Sales Orders, and Opportunities. These "use cases" were configured in a custom type to allow for future modification and addition. The proper "use case" was matched across five values on each transaction; this made it possible to know which… Show more

This projects' focus was the due diligence necessary when a non-profit company takes in donations and the historical handling of those assets.

Notifications: There was a requirement of 112 scenarios for three types of transactions, Purchase Orders, Sales Orders, and Opportunities. These "use cases" were configured in a custom type to allow for future modification and addition. The proper "use case" was matched across five values on each transaction; this made it possible to know which scenario or "use case" was the correct choice. This choice, in turn,
allowed for the selection of an email template and a subsequent determination of which recipients in each organization would receive the notification.

Reminders: there was a requirement of 38 scenarios for Sales Order transactions. This portion of the application added another level of difficulty. In sending out reminders, one of the stipulations was that the reminders did not go out on weekends or holidays. For that to occur from a given date, a scheduled script will run each day looking for today's date in one of four fields. Based on the matching configuration row, the number of days in the future obtained from the configuration would be calculated, skipping holidays and weekends. That "date" is then inserted into a temp field. Subsequently, another script would run each day and pick up the temp dates for that day and send the reminders based on the corresponding configuration row. This script would spawn a scheduled script unique to that configuration row to avoid governance violations.
Lastly, a final script would run and clean up the temp dates that were
used in the previous run and reset for the next day's reminders
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Application for the update of "costing" of individual parts within assemblies (BOMS), and the recalculation of the total cost for the affected "assemblies" (BOMS). This application allowed for the update of thousands of BOMs within minutes, saving countless bookkeeping hours from a manual approach and further protecting against human error.

Application for the "restructuring" of BOMs by performing substitution of items or parts within assemblies. The need for this was due to changes in… Show more

Application for the update of "costing" of individual parts within assemblies (BOMS), and the recalculation of the total cost for the affected "assemblies" (BOMS). This application allowed for the update of thousands of BOMs within minutes, saving countless bookkeeping hours from a manual approach and further protecting against human error.

Application for the "restructuring" of BOMs by performing substitution of items or parts within assemblies. The need for this was due to changes in vendors or availability of specific components from current vendors. This restructuring could take one of several different approaches.

1. Single item for a single item.
2. Multiple items for a single item.
3. Single item for multiple items.
4. Multiple items for multiple items.

These updates allowed for the restructuring of possibly thousands of BOMs within minutes, saving countless man-hours of time, and streamlining the manufacturing process not just in time but cost.

Application for the validation of "Work Orders." To better facilitate "builds" within a manufacturing environment, I was tasked to build a tool that would take a list of work orders and determine which if any or all could be completed using currently available inventory. Through a process of selecting and de-selecting work orders, one could best determine which work orders should be completed and built at that time.

Following the above process when work orders were validated and completed, the closing of the work order triggered emails to be sent to various entities within the organization required, to take the next steps in the process.

These processes put in place helped dramatically lower costs and raised the efficiency of the manufacturing process not only in saved hours, but also the absence of human error, and finally because, it through the simple facility, allowed for more current costing adjustments and inventory re-alignments. Show less

SuiteScript 2.0. Created several compliance based custom forms. Created an automated statement system, for emailing statements automatically for clients that have chosen to receive their statements on the 1st, 1st and fifteenth, or the last day of the month. Built the software in modular form to be utilized in different scenarios with little or no modification such as being initiated by an event rather than a schedule.

Created and modified various costing reports that were insufficient for their purpose using the default NetSuite reporting mechanism.

Created and modified various costing reports that were insufficient for their purpose using the default NetSuite reporting mechanism.

AWS NetSuite integrations, utilizing Lambda, Redshift, Integrator.io, and Matillion. Business rules-based form validation for a series of customized forms. Mass data inserts into AWS Redshift to allow exporting of in-depth reporting data that is not possible with the default Netsuite implementation.

http://www.searshometownstores.com/
http://www.searshomeapplianceshowroom.com/
http://www.searshardwarestores.com/
http://www.searsoutlet.com/

The Sears Hometown, Sears Home Appliance, Sears Hardware and Sears Outlet stores. Bringing all four sites to the newest Netsuite platform, Mont-Blanc, utilizing all aspects of the Netsuite platform and ERP. I was primarily responsible for the importing of store data from the old sites but also developing essential front-end applications… Show more

http://www.searshometownstores.com/
http://www.searshomeapplianceshowroom.com/
http://www.searshardwarestores.com/
http://www.searsoutlet.com/

The Sears Hometown, Sears Home Appliance, Sears Hardware and Sears Outlet stores. Bringing all four sites to the newest Netsuite platform, Mont-Blanc, utilizing all aspects of the Netsuite platform and ERP. I was primarily responsible for the importing of store data from the old sites but also developing essential front-end applications. Technologies used Bootstrap, Backbone, Underscore, Underscore.String, Async, Modernizr, and jQuery. Show less

Project descriptionEnhanced current website and added numerous UI improvements. Technologies used were Php on windows with MySql, jQuery, Underscore. The central point of the enhancement was to create an application that allowed clients in the field to fill out PDF's for collection of items for purchase, later at their offices they could upload these pdf's to the application and load the shopping cart with the items needed. The last and final aspect of this project was the migration of both the… Show more

Project descriptionEnhanced current website and added numerous UI improvements. Technologies used were Php on windows with MySql, jQuery, Underscore. The central point of the enhancement was to create an application that allowed clients in the field to fill out PDF's for collection of items for purchase, later at their offices they could upload these pdf's to the application and load the shopping cart with the items needed. The last and final aspect of this project was the migration of both the client and administrative websites from Windows 2000 to Windows 2012 server. Show less

Project descriptionNetSuite SCA - Public Bikes is a boutique bicycle Retailer. The site provides an outstanding example of clean lines and pleasantly presented content utilizing the end to end sales functionality of NetSuite Montblanc. Other libraries used were Bootstrap, Backbone, Underscore, jQuery, Flex slider and other jQuery based solutions.

Project descriptionNetSuite SCA - Created a new site presence for Youth Digital (http://www.youthdigital.com/), a company offering youth based computer instruction, introducing young children to different aspects of computer programming. The site included the sale and management of the user accounts that marketed to learning institutions as well as individuals; it included third-party integration with Moodle (https://moodle.org/) an educationally based online tool to provide for the needs of… Show more

Project descriptionNetSuite SCA - Created a new site presence for Youth Digital (http://www.youthdigital.com/), a company offering youth based computer instruction, introducing young children to different aspects of computer programming. The site included the sale and management of the user accounts that marketed to learning institutions as well as individuals; it included third-party integration with Moodle (https://moodle.org/) an educationally based online tool to provide for the needs of the instructors as well as the students. The tools used were NetSuite Denali along with Moodle, Bootstrap, Backbone, Underscore, jQuery, flex slider and various jQuery based solutions. Show less

Talisman Energy in SharePoint 2007 updated and extended the Academy-IT portion of their website which had the purpose of coordinating the employee levels of competency for their current position and what was needed to move up to the next level in their careers. It allowed for the request of a change in level status through the website to supervisors who would gauge whether the employee completed certain tasks of educational courses to allow them that change. The supervisors would receive… Show more

Talisman Energy in SharePoint 2007 updated and extended the Academy-IT portion of their website which had the purpose of coordinating the employee levels of competency for their current position and what was needed to move up to the next level in their careers. It allowed for the request of a change in level status through the website to supervisors who would gauge whether the employee completed certain tasks of educational courses to allow them that change. The supervisors would receive requests and respond through the website to the employees. Technologies used were MS Sharepoint 2007, NET Web Forms, SQL Server, jQuery. Show less

Bridgestone-Firestone Created new website presence for client interaction. Technologies used were .NET MVC, SQL Server, Angular, jQuery, Underscore and Bootstrap. The website’s central purpose was to create the ability for clients to purchase and then interactively produce and distribute printed materials for all aspects of business marketing ranging from newspaper advertising inserts in local newspapers to showroom printed kiosk displays and other public assets utilized in the sales/marketing… Show more

Bridgestone-Firestone Created new website presence for client interaction. Technologies used were .NET MVC, SQL Server, Angular, jQuery, Underscore and Bootstrap. The website’s central purpose was to create the ability for clients to purchase and then interactively produce and distribute printed materials for all aspects of business marketing ranging from newspaper advertising inserts in local newspapers to showroom printed kiosk displays and other public assets utilized in the sales/marketing process. A complex site, requiring numerous reporting and querying functionalities. Lead a team of 6 developers, using Agile methodology to deliver this project successfully. Show less

We created document management for HP documentation, it facilitated the control of the literature, and it's distribution. HP needed a system to allow versioning, distribution, and collaboration for the many worldwide locations that contributed localized documentation for the many business types of machinery that were marketed by HP. We provided interfaces for the public to download as well as the contributors and admins. Documentation bundles could be versioned. Bundles could be added to or… Show more

We created document management for HP documentation, it facilitated the control of the literature, and it's distribution. HP needed a system to allow versioning, distribution, and collaboration for the many worldwide locations that contributed localized documentation for the many business types of machinery that were marketed by HP. We provided interfaces for the public to download as well as the contributors and admins. Documentation bundles could be versioned. Bundles could be added to or updated. We further created specialized search engines for finding and replacing singular documents within the multiple versioned bundles. Some materials would be included in all bundles or included in just some of the bundles; this search engine allowed the management of that process. Technologies used were .NET MVC, SQL Server, Angular, jQuery, Underscore and Bootstrap. Show less

We created a compliance application for the management of the two thousand plus locations of Bridgestone-Firestone that would be accessible from the company kiosk available from each branch store. The app kept track of whether or not a given store location complied with a list of business objectives, and the scored the results for each. It kept running statistics based upon those compliance scores enabling the client to make better recommendations for future compliance needs. Technologies used… Show more

We created a compliance application for the management of the two thousand plus locations of Bridgestone-Firestone that would be accessible from the company kiosk available from each branch store. The app kept track of whether or not a given store location complied with a list of business objectives, and the scored the results for each. It kept running statistics based upon those compliance scores enabling the client to make better recommendations for future compliance needs. Technologies used were .NET Web Forms, SQL Server, jQuery, Underscore.
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BP-Amoco in SharePoint 2007 the creation of a worldwide tool to allow employees in any location around the world to access and determine the requirements for their job along with steps necessary to reach the next level. It included a detailed step by step guide to the quality and education that was required to satisfy their job needs. This tool utilized four main languages for its delivery in the English, Spanish, EMEA and Asian locations. The language was disseminated and made available to the… Show more

BP-Amoco in SharePoint 2007 the creation of a worldwide tool to allow employees in any location around the world to access and determine the requirements for their job along with steps necessary to reach the next level. It included a detailed step by step guide to the quality and education that was required to satisfy their job needs. This tool utilized four main languages for its delivery in the English, Spanish, EMEA and Asian locations. The language was disseminated and made available to the users in the appropriate locales. Technologies used were MS Sharepoint 2007, NET Web Forms, SQL Server, jQuery. Show less

Project descriptionAbbott-Labs ADD-Intranet - Several Web Parts in SharePoint 2010 for the New intranet which included areas for their SharePoint lists for their Business, Corporate, Dartford, Division and Useful Links. Home Page layout for the content area, a Sales Work Tools List that contained important links for their Customer Sales workforce, footer links, and adapted people search a Stock Ticker and finally a world clock to visually queue employees as to the time in all locations and… Show more

Project descriptionAbbott-Labs ADD-Intranet - Several Web Parts in SharePoint 2010 for the New intranet which included areas for their SharePoint lists for their Business, Corporate, Dartford, Division and Useful Links. Home Page layout for the content area, a Sales Work Tools List that contained important links for their Customer Sales workforce, footer links, and adapted people search a Stock Ticker and finally a world clock to visually queue employees as to the time in all locations and whether that location was currently open or closed, it did this visually with images depicting the time of day using the sun and the moon in various phases. Technologies used were MS Sharepoint 2010, NET Web Forms, SQL Server, jQuery. Show less

Project descriptionDirections Training In SharePoint 2010 was a complete web presence for an Educational IT Training company who needed a way to promote, schedule and register new customers for their offerings. The site gives detailed information on course offerings, locations with on the spot location mapping. Potential customers could investigate and schedule classes for their IT employees in the many locations around the country. Class selection, availability, and location were presented in… Show more

Project descriptionDirections Training In SharePoint 2010 was a complete web presence for an Educational IT Training company who needed a way to promote, schedule and register new customers for their offerings. The site gives detailed information on course offerings, locations with on the spot location mapping. Potential customers could investigate and schedule classes for their IT employees in the many locations around the country. Class selection, availability, and location were presented in a seamless "wizard" style approach. Once the choice was made, the customers could select and register as many students as needed to a given course in just a couple of moments. Technologies used were MS Sharepoint 2010, NET Web Forms, SQL Server, jQuery.
12/2010 - 01/2011 GTCR in SharePoint 2007 a Network Reminder application to keep employees on top of contacts with potential and current customers, it utilized a third party CRM LexisNexis InterAction. The app would present the list in order of importance for follow up with information such as the last contact, by whom and the result. This tool made sure that important prospects were not falling through the cracks and that potential new customers were kept aware of new opportunities for investment. Technologies used were MS Sharepoint 2007, NET Web Forms, SQL Server, jQuery. Show less

Designed and built the product selector section and database maintenance interfaces. Responsibilities included all aspects of database design and implementation along with interfaces, resulting in a much more modern responsive and extensible system than previously utilized. Technologies used were MS Sharepoint 2007, NET Web Forms, SQL Server, jQuery.

Project description Provided senior level database analyst support for multiple client accounts including eBay, PayPal, and Fellowes. Various DB's including but not limited to MySQL, Oracle, DB2, SQLServer.
Takeda Pharmaceuticals • Responsible for complete database re-design which increased productivity and system response significantly. Technologies used were Oracle DB.

Project descriptionProjects included adding new online applications and improving overall website performance primarily through business and data model redesign to create extensible software and server clustering, for the website and business expansion. Technologies used were .NET Web Forms, SQL Server, jQuery.

Radius-Global.com Entire website built from the Umbraco CMS. Radius-Global.com an international marketing firm needed a presence that would draw attention to the great products and guidance that they could offer.

Xceed was the agent of record for CBS and Paramount Pictures. I supervised a room of up to 25 developers and acted as the lead technical supervisor.

CBSNews.com.
Campaign2000.com.
Matrix.com.
XMen.com.
LifeCapital.com.

To name only some of the many sites I oversaw at that assignment.

www.truemusiclive.com Responsible for all aspects of website development and management – provided marketing execution and promotion for over 5000 music events in a three year period for Anheuser-Busch Inc.Technologies used were Html CSS, javascript, NET Web Forms, SQL Server.

Redesigned the web presence of this tool giant to deliver a more modern youthful appeal.Technologies used were Html CSS, javascript, Perl-CGI, Oracle DB