Founder & Principle Systems Consultant
Current
• ERP & CRM System Optimization: Spearheaded system optimizations across NetSuite, Microsoft Dynamics 365, and Salesforce platforms, improving functionality, data flow, and user experience departments.• Sales Performance Metrics: Engineered a robust salesperson metric tracking system, integrating data across roles to boost sales productivity and provide clear performance insights.• Financial Process Automation: Automated financial processes, including custom invoice, voucher, and check forms, ensuring compliance and improving accuracy for large-scale corporate clients.• Integration & Workflow Automation: Spearheaded integrations using Boomi, Celigo, and n8n, automatingworkflows between ERP and third-party systems to streamline operations and reduce manual input.• System Transitions & Cleanup: Managed seamless migrations from legacy systems to NetSuite, performing data cleanups and restructuring implementations to improve transactional workflows and system stability.• Full Company Financial & Operational Support: Provided full-scale financial and operational support,ensuring that both accounting and non-financial teams maximized their use of NetSuite to drive company-wide efficiency.• Inventory Management & Resolution: Resolved inventory issues by implementing serialized SKUs andimproving tracking accuracy, using RF-Smart for enhanced control and efficiency.• Scripting & Development: Developed custom solutions using SuiteScript to address unique businesschallenges, refining processes and expanding system capabilities to meet company needs.• Bill Approval & Transactional Workflows: Launched a 16-state bill approval workflow with automated status tracking, reducing errors and ensuring efficiency in the approval process.• Post-Implementation Training & Documentation: Provided hands-on training and created detaileddocumentation to support post-implementation system management, enabling teams to self-administer and maintain systems effectively