Daniel Upton

Current

Principal, Business Intelligence Consultant at DecisionLab.Net

Past

Senior Business Intelligence Developer at DataQuick Information Systems, Inc.
Business Intelligence Architect at Integrated Revenue Management, Inc.
Director, Software and Information Systems at Integrated Revenue Management, Inc.

Adjunct Faculty and Consultant at DanielUpton.Net
Project Architect - Web Applications at StyleLogic
Quality Assurance Financial Analyst at Financial Profiles, Inc.
Software Development Project Manager at Financial Profiles, Inc.

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4 more...

Education

San Diego State University-California State University
University of Notre Dame
California State University-San Marcos

National University
Palomar College

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2 more...

Recommended

15 people have recommended Daniel

Connections

278 connections

Industry

Information Technology and Services

Websites

Daniel Upton’s Summary

Featured Customers:

* Callaway Golf
* Union Bank of California
* Sempra Global
* San Diego Gas & Electric

Business Intelligence (BI): A state – enabled by an enhanced data architecture accessible via specific software – wherein decision-makers enjoy convenient and continuous access to a unified version of the truth about actual business results, often in relation to specific business targets, as a foundation for making profitable business decisions on a more routine basis.

As a partner to your qualified organization, we ensure your success through the trickiest stages of the business intelligence lifecycle.

Qualified Organizations: Your business…

...Has large volumes of data from which an improved understanding equates to an improved enterprise

...Has mature operational data processes

...Is committed to using hard data to drive and, as mentioned above, to actually routinize profitable decision-making.

Consider the possibilities in your organization. We help make it happen.

Daniel Upton’s Specialties:

INDUSTRY EXPERIENCE: Banking, Securities, Real Estate, Insurance, Healthcare, Energy and Retail. Former CA R/E Broker, CFP, Life Insurance, NASD Series 7 and SEC Registered Investment Advisor.

Daniel Upton’s Experience

Principal, Business Intelligence Consultant

DecisionLab.Net

(Management Consulting industry)

October 2007 — Present (2 years 2 months)

Featured Customers:
* Callaway Golf
* Union Bank of California
* Sempra Global
* Sempra Utilities - San Diego Gas & Electric

Business Intelligence (BI): A state – enabled by an optimum data architecture accessible via specific software – wherein decision-makers enjoy convenient access to a single version of the truth about actual business results -- often in relation to performance target metrics -- as a foundation for smart business decisions on a routine basis.

As a partner to your qualified organization, we ensure your success through the critical stages of the business intelligence lifecycle.

Qualified Organizations: Your business…

...Has large volumes of data from which new insight will empower an an improved enterprise

...Has mature operational data processes

...Is committed to driving and, in fact, "routinizing" profitable decision-making based on hard data throughout your organization.

We help make it happen. Think about the possibilities.
Senior Business Intelligence Developer

DataQuick Information Systems, Inc.

(Public Company; 51-200 employees; Information Services industry)

January 2007 — October 2007 (10 months)

Designed hybrid star-schema data model. Built and optimized Analysis Services 2005 OLAP cube for revenue-generating BI product offering customers multi-dimensional "speed-of-thought" analyses of 70 million real property sales and loans nationwide - according to geography, lender, loan characteristics, property types, transactions types, and time - so that queries complete in ~5 seconds. Writing complex MDX (multi-dimensional expression) calculations. Mentoring SQL developers new to OLAP development.
Business Intelligence Architect

Integrated Revenue Management, Inc.

(Hospital & Health Care industry)

December 2004 — November 2006 (2 years )

Designed and built breakthrough multi-hospital data warehouse / OLAP data analytics solution for Medicare reimbursement analysis and web reporting. Process transforms HIPAA 835 standard claim remittance advisory EDI files into relational data mart schema, then into complex, multi-dimensional Analysis Service 2005 OLAP cube with MDX calculated metrics, and finally into data visualization tools and Reporting Services. Visual analyses easily drill -- from macro comparisons of revenue performance between hospitals across the country – all the way down into detailed analyses of each claim's line-item charges, usage of diagnostic and procedure codes, revenue adjustments, denials and, of course, payment.
Director, Software and Information Systems

Integrated Revenue Management, Inc.

(Privately Held; 11-50 employees; Hospital & Health Care industry)

November 2002 — December 2004 (2 years 2 months)

* Built and led lean, responsive I.T. operations for startup healthcare revenue consultancy.
* Managed software lifecycle for five internally-built, customer-deployed hospital revenue audit applications, built on SQL Server and MS Access database engines, deployed nationwide to thirty customer hospitals.
* Planned, negotiated and managed internal Tier 1 and (vendors) Tier 2 customer service for customer-deployed software users as well as internal computer network users.
* Wrote and negotiated engineering vendor contracts, oversaw software project execution and owned quality assurance throughout lifecycle.
* Recommended and supervised implementation of networked system enhancements (VPN additions, build-out and load-balance Windows servers, anti-spyware, anti-spam, security)
* Led and developed two internal I.T. staffers.
* Advised executive team on technology strategy.
Adjunct Faculty and Consultant

DanielUpton.Net

(Information Technology and Services industry)

September 2001 — November 2002 (1 year 3 months)

Palomar College, Computer Science Dept., San Marcos, CA.
Taught SQL Server 2000 Programming; Networking Essentials

National University, School of Business and Technology, San Diego, CA
Taught Data Warehousing course.

Interfaith Community Services, Escondido.
As consultant, implemented Virtual Private Network for remote worksite secure network extension.

Cal State San Marcos Extended Studies.
Taught Windows Network & Operating System Essentials.
Project Architect - Web Applications

StyleLogic

(Privately Held; 11-50 employees; Information Technology and Services industry)

June 2000 — September 2001 (1 year 4 months)

Supporting contributor in successful delivery of an e-commerce / data mart web application for lumber industry leader, an e-commerce web application developed and hosted for a high-end furniture maker and an internal data mining web application providing predictive movie customer preference recommendations. Led pre-development client communications, negotiating and transforming client e-commerce business processes into contracts, specifications, and blueprints for client acceptance. Major relationship management responsibility. Participant in SQL Server 2000 database design and configuration.
Quality Assurance Financial Analyst

Financial Profiles, Inc.

(Privately Held; 51-200 employees; Financial Services industry)

November 1999 — June 2000 (8 months)

Led effective "black hat" financial calculations testing team solving hundreds of financial calculation bugs as key part of $2 million development project, staying a step ahead of, yet fostering a productive relationship with, development team throughout quality assurance cycle.
Software Development Project Manager

Financial Profiles, Inc.

(Privately Held; 51-200 employees; Financial Services industry)

May 1999 — November 1999 (7 months)

Key contributor in successful on-time, on-budget delivery and launch of $1 million financial forecasting application to two Fortune 1000 clients. Primary post-sale analyst and client liaison throughout the analysis, planning, development, testing, pilot rollout and deployment to 8,000 end users. Managed project dependencies and milestones, coordinating work with team of two developers and two technical writers. Wrote detailed business requirements documents. Facilitated requirements negotiations between customer Vice Presidents and internal executives, resolving perceived conflicts to mutual satisfaction. Served as a trainer for Fortune 1000 client’s product pilot rollout.

Daniel Upton’s Education

San Diego State University-California State University

MBA , Finance Dept. , 1991 — 1993

Studies emphasized corporate and real estate financial analyses.

Activities and Societies:

President, Building Industry Association - Student Chapter
University of Notre Dame

BA , International Studies , 1980 — 1984
California State University-San Marcos

Instructor , MCSE - Microsoft Official Curriculum , 1983 — 1983
National University

Instructor , Data Warehousing, Computer Networks , 1982 — 1982
Palomar College

Adjunct Faculty , Database Development, Computer Networks , 1980 — 1980

Additional Information

Daniel Upton’s Websites:

Daniel Upton’s Groups:

San Diego SQL Users Group. See http://www.sdsqlug.org/home/index.cfm, Adventure Guides: RedHawk Nation, Association for Strategic Planning, Swami's, Seaside Church of Religious Science, Bay Area Association of Database Developers, Financial Executives International, Financial Executives Network Group, SDSU Business Alumni Network, EPM - Business Intelligence, Financial IT, Business Intelligence Group, Institute of Management Accountants, Microsoft Business Intelligence - SoCal User Group, San Diego SharePoint User Group