Core Enterprise ERPGeneral Ledger
Microsoft Dynamics 365 · Finance & Supply Chain / Business Central
Experience
The domain, the people, and the work in production.
Systems, process, and agentic work sit on the same ground.
The systems
The Systemverse, and the systems beside it.
Best practice where you are standard. Your sauce where you are not. The work is knowing which is which, then anchoring the systems to a company-owned data core.
The Systemverse
Company-owned data core at the center. Systems around it.
The estate picture, in motion
Gold routes from the data core to the systems that run the work.
Significant systems I have run.
Contracts negotiated. Vendors run. Customer-side command.
Corporate Financial PlanningCPM / EPM
OneStream · Enterprise CPM & Financial Close Consolidation
Solver · Corporate Planning, Budgeting & Reporting
Human Capital ManagementHCM · People
Workday · Enterprise HCM & Core Human Capital
UKG · Workforce Management, Time & Labor, Payroll
Manufacturing & Plant AutomationMES · SCADA
ProLeiT · Brewing & Process Automation MES
Ignition · Industrial SCADA & Plant Floor Execution
Supply Chain & TransportationWMS · TMS · S&OP
Infios · Warehouse Management System (WMS)
MercuryGate · Transportation Management System (TMS)
John Galt Solutions · Atlas Demand Planning & S&OP
1WorldSync · Master Item Data & GDSN Network
Engineering & Asset LifecyclePLM · EAM · AEC
Aras · Product Lifecycle Management (PLM)
Brightly Asset Essentials · Enterprise Asset Management (EAM / CMMS)
Procore · Capital Project & Construction Management
Oracle Primavera · Project scheduling and controls
CRM & Wholesale DistributionRoute to Market
Salesforce · Enterprise CRM & Sales Cloud
VIP (Vermont Info Processing) · 3-Tier Beverage Distribution & Depletions
NielsenIQ · Syndicated Retail & Market Measurement
DTC Commerce & Point of SaleCommerce · POS
Commerce7 · Winery & Craft Beverage DTC, Clubs & Tasting Room POS
Shopify · Enterprise Omnichannel eCommerce
Toast · Hospitality, Taproom & Restaurant POS
Data Core & Integration SpineData Core
Databricks · Unified Lakehouse & Analytics
Microsoft Fabric · Enterprise Data Fabric
Azure Data Lake · Cloud Data Storage
Boomi & Fivetran · iPaaS & Automated Data Pipelines
Power BI · Executive Reporting & BI
I have run the systems named above. SAP, Oracle financials, NetSuite, and JD Edwards are estates I can work across when the mandate sits on them. Oracle Primavera is scheduling and controls I have run.
Process and people
Six constellations, and the Beehive.
The Systemverse maps the software. The constellations map the process flows. The Beehive carries the people. The six flows cross the functional groups so accountability does not fall between vendor cracks.
The six constellations
Same six every company. The mix is yours.
The workflow rings, in motion
Each outer band is the workflow blocks in that constellation.
The Beehive
How work crosses functions, from floor to board.
The people map, in motion
The six process flows crossing the functional groups.
P2PInbound value chain
Procure to Pay
Supplier lifecycle, purchase requisitions, PO dispatch, three-way matching, receiving, and accounts payable.
O2COutbound value chain
Order to Cash
Customer master, pricing engines, order entry, depletions, fulfillment, billing, and accounts receivable.
P2MTransformation core
Plan to Manufacture
Demand planning (S&OP), MRP, BOMs, plant SCADA/MES automation, scheduling, and batch traceability.
S2SERP + HR
Systems that Support
The ERP side and the HR side. ERP runs all three primaries; HR/HCM is the people side none of those chains own. IT, cybersecurity, and productivity span with them.
D2RAnalytics + awareness
Data to Report
Corporate planning, executive BI, financial consolidation, margin telemetry, and statutory reporting.
MDMCross-cutting foundation
Master Data Management
Item master, customer master, vendor master, chart of accounts, and governance across the estate. The missing link I keep finding on transformations.
My executive experience includes leading technology across multi-site manufacturing businesses, with responsibility for direction, investment, and the people delivering the work.
I build with the people and the systems the company already has, and I stay accountable. When the work needs more than that team, I bring engineers, project managers, partners, and specialists for the agreed scope.
How I work
Find the cause. Own the change. Check the result.
I trace how people, process, data, and technology connect to find the cause behind the friction. Then I own the targeted delivery with your team, accounting for the dependencies around it.
Applied agentics helps accelerate investigation, building, and testing. Before delivery, we agree explicit acceptance criteria and how to verify the change. Afterward, we check the operational result against those criteria, with a named person accountable.
Companies and receipts
Names that show the breadth.
These are companies where I led the transformation, the technology function, or the delivery.
CPG, Wine & Food
Sierra Nevada Brewing · Duckhorn · Foley Family Wines · Everytable · Greenham · Valley Fine Foods
Architecture & Construction
Turner Construction · PCL Construction · SOM · HOK
Sports & Entertainment
Wynn Resorts · MGM Resorts · San Jose Sharks
Data Integration Group.A post-M&A estate in 11 months. Financial close from 18 days to four. Chart of accounts and WMS unified.
Data Integration Group. Standardized complex item records into a common item master for enterprise and third-party integration.
Data Integration Group. A separate delivery: a stalled ERP recovered, and a company-owned API bridge.
30 years · 50+ implementations · 15 transformations at scale
That evidence has to hold under scrutiny. Who is on the estate, what they can reach, who can change the books, and a trail of what ran. When agents can reach the same estate, the questions are the same kind: what is already running, what it can see and do, who authorizes the write, and what it cost. Track costs against the work and the outcomes it supports. A named person can halt the work.
The time is now
Every ten-year wave was the same game. This one is not.
Mainframe. Client-server and ERP. Cloud and SaaS. Each one was a new platform and a long replacement. Applied agentics does not wait for a decade. It lands on the stack and the data you already own.
On that same ground
Three types of agentic systems in production.
Three types of agentic systems in production, through Data Integration Group. BOSS is one of the systems on this ground.
Enterprise transformation management
From planning through go-live. Tracking milestones, cutover dependencies, and delivery evidence.
Governed software delivery
Traceable decisions, delivery evidence, verified audit trails, and human authorization gates.
Workflows executed by people and agents
Using company-owned data. Human judgment at critical gates. Work that lands inside enterprise systems.
Data Integration Group. Four years applying agentics on company-owned data, with a trail of the source, the action, the approval, and the result. A named person authorizes the write.