The following are sample of projects that THE ROBERTS COMPANY, LLC has managed:

1. Project Type: Sarbanes-Oxley Act: Section 404 Compliance:

Responsibilities: Program Management and Consulting Services: Regulatory and Risk Consulting Services focus on Sarbanes-Oxley Compliance services and Information Technology risk services. The following are several references to the SOX Compliance projects (Note: For additional details, please refer to the Case Studies Page):

• Developed SOX Section 404 Compliance approach. The developed methodology is based on COSO and COBiT approach and framework.
• Developed and presented Sarbanes-Oxley Compliance report to the Board of Directors and Audit Committee.
• Worked with the External Auditors in SOX 404 Compliance audits.
• Identified project team, developed project budget, schedule, and expected deliverables.
• Managed SOX engagements: information technology and business accounting processes.
• Developed Corporate Level Control Assessment
• Developed Corporate Governance policies
• Developed IT General Controls policies
• Developed accounting process policies.
• Developed operations process policies.
• Developed process level controls.
• Developed Sarbanes-Oxley Compliance monitoring.
• Developed information technology test procedures.
• Developed accounting test procedures.
• Developed operations test procedures.

2. Project Type: Development of Consulting Practice:

Responsibilities: Responsible for establishing, developing, deploying, expanding, and managing information technology and risk consulting services practice. Areas of expertise and service offerings are: Business Information Technology, Risk Consulting Services, ERP applications, Network and Security, Integration Services, Business Process Improvement/Reengineering, Sarbanes-Oxley Section 404 Consulting, and Computer Assurance Service Reviews. Responsible for establishing the company processes, policies, procedures, and the required infrastructure.

3. Project Type: Enterprise Resource Planning Applications- ERP

Responsibilities:

- Negotiated, implemented and managed multi-million dollar strategic manufacturing and financial integrated applications-ERP (JBA, Symix/Sytline, Brain), including EDI (Future Three), for manufacturing companies and second tier automotive suppliers. Authored and implemented plan of rapid deployment of ERP financial and manufacturing applications methodology through Conference Room Pilot (CRP) and roll out implementation plan.

- Conducted process redesign to streamline processes, systems to stimulate performance. Adopted Enterprise Resource Planning (ERP) methodology in studies undertaken.
Produced the required documentation of BPR study; and present the study to clients to gain their approval.

- Assessed manufacturing information systems requirement of $1.8 billion for manufacturing operations division of a multinational company. Worked with senior management to identify critical opportunities and implemented those with high and quick return to the bottom line. Also assessed and provided recommendations on the performance of the key suppliers.

4. Project Type: Management of Information Technology Environment

Responsibilities:

- Planned, implemented and managed information system’s business plan for multi-site engineering company. This included re-engineering information systems processes, implementation of LAN and WAN, networked financial application, Lotus NOTES, and technology applications.

- Identified mission critical business processes for companies to build strategic enabling initiatives that have the greatest impact on competitiveness. Prioritized, cost justified, and developed budgets for these programs.

- Organized, budgeted, planned, and executed projects from planning through implementation; analyzed projects and determined resources needed by the company to meet objectives and managed those resources to meet workload targets of projects undertaken. Executed projects to recognized standards on time and within budget to the satisfaction of the client(s).

5. Project Type: Business Process Re-Engineering

Responsibilities:

- Evaluated business process design and information systems for a variety of industries. Projects focused primarily on information technology assessment, CIM, IS outsourcing, business justification, productivity improvement, customer satisfaction, and integration of company initiatives to the company business objectives.

- Worked with companies’ senior management in the evaluation, planning, business justification, negotiation, and implementation of information technology outsourcing. Assisted management in defining the role of the internal IS within an outsourcing environment. Enabled company to determine IS function best suited for outsourcing. Also, helped design and architect the “IS Help Desk Services” processes.

- Conducted feasibility studies of business justification in examining alternatives to invest in company wide integrated system. Engaged clients in management workshops and building company business models. Developed and presented proposals, evaluated and selected application vendors, and planned and delivered feasibility studies.

- Managed engagement of modernization programs based on information technology for major corporations. Responsibilities included management of resources and complete assessment of Planning and Scheduling Department. Individually interviewed key management, reviewed documents, conducted management workshops, and evaluated and selected application vendors.

6. Project Type: Automation and High Technology

Responsibilities:

- Planned long term total modernization programs for General Motors and Ford Motor Company using advanced Automated Guided Vehicle Systems (AGVS) supporting Just-In-Time assembly and manufacturing. Evaluated, analyzed, and designed shop floor, material movement, buffer sizes, pull system, job sequencing, total throughput, capacity utilization, and overall plant assembly using simulation and modeling, CAD and special CAE programs.

- Conducted numerous feasibility studies in the implementation of AGVS, managed and developed proposals, and presented in conferences. Developed methods of new design that led to a monetary time saving of 95% for the company