TRACK RECORD

Measured outcomes matter more than consulting vocabulary.

Selected examples across D365 transformation, Sage X3 client program leadership, SYSPRO fractional ownership, independent ERP consulting, recovery, cloud rollout, governance, and reporting.

SELECTED ENGAGEMENTS

D365 FINANCE & OPERATIONSOcean Insight · a Halma companySenior ERP Manager · 2021–2024

Seven business units moved from Oracle EBS to one D365 environment.

Directed the full lifecycle of a $2.5M transformation program across seven business units, including recovery of a failed Oracle data upgrade, migration governance, reporting, security, integrations, and operational adoption.

On time program delivery35% faster financial close25% warehouse efficiency improvement50% less manual reconciliation
SAGE X3 · CLIENT PROGRAM MANAGEMENTNet-at-Work · manufacturing & distribution portfolioClient Program Manager · joined August 2024

Moved from owning one ERP environment to managing client relationships and delivery across many.

Managed Sage X3 manufacturing and distribution clients by connecting executives, functional consultants, technical teams, vendors, and delivery priorities. Work included cadence calls, BPR/process discussions, QBR-style reviews, roadmap planning, upgrades, escalations, scope/SOW discussions, integrations, training, adoption, and post-go-live strategy.

LMT Onsrud upgrades, scheduling, roadmapSchuman Cheese WMS/mobile automation, upgradesSconza · Murray’s governance, MRP, manufacturing optimization
SYSPROCollins Manufacturing · FloridaFractional ERP Manager · 2025–present

Senior ERP ownership delivered fractionally.

Provided strategic and technical leadership across finance, purchasing, inventory, production, reporting, and data governance for a precision manufacturer.

30% reporting/data reliability improvement22% procurement/production cycle improvement$150K+ annual savings versus full-time hire
SYSPRO CONSULTINGIndependent consultancy · United StatesERP Advisor / CEO · 2003–2022

Two decades supporting manufacturing and distribution clients.

Led ERP sales, implementation, migration, training, reporting, upgrades, ISV integration, support, and long-term client relationships across a broad mid-market client base.

98% implementation success rate40% faster decision-making through dashboard/data alignment15% client expenditure reduction through cost controls

SELECTED ORGANIZATIONS

Palmers / ET BrowneMISCO ProductsClair GlobalAAR CorpThe Legacy CompaniesFine Metals CorpKelly AerospaceBellBridge CarpetsBrunson Instrument Co.

HARDER PROBLEMS

Not every useful result belongs in a percentage.

Ransomware recovery

Directed ERP and database recovery for a retail appliance distributor after a ransomware incident and restored operating capability.

14-company SYSPRO 8 Cloud rollout

Coordinated a multi-company cloud deployment during COVID-era constraints and completed the rollout in three months.

Nationwide forecasting system

Built production and distribution visibility for a startup that later exceeded $50M in third-year revenue.

Microsoft Summit presenter

Presented integrated engineering-drawing generation through D365 Product Configurator in the FormPipe ecosystem.

SEC/SOX governance

Built controls and consolidated reporting processes supporting global compliance and GAAP-oriented financial governance.

Reporting and analytics

Deployed executive and operational reporting that shortened the distance between ERP transactions and management decisions.

Results context: Past outcomes are engagement-specific and are not a guarantee of future results.

NEXT STEP

Have a result you need to create, not just an ERP task to complete?

Start with the business outcome, current constraint, and platform. The engagement can be built around that.