Meet Our Team 2014 2.18
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<strong>Meet</strong> <strong>Our</strong><br />
<strong>Team</strong><br />
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com
Your Business. <strong>Our</strong> World.<br />
<strong>Our</strong> team is a group of dynamic ERP professionals, that<br />
link your business to your ERP system , in accordance<br />
with Epicor Software’s Signature Methodology.<br />
Within every step of your system’s:<br />
<br />
<br />
<br />
Implementation<br />
Migration<br />
Optimization<br />
…we are there to guide<br />
you along in that<br />
process.<br />
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com
888.583.4526<br />
Experience<br />
Passion<br />
Integrity<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
What we stand for, is right in our company<br />
name. What we “bring to the table,” the modes<br />
in which we operate, and how we interact with<br />
others are all integral parts of our core values<br />
as an organization.
Experience<br />
Implementing ERP into your business is<br />
not an easy task to do. With so many layers<br />
of complexity, it’s a challenge that isn’t<br />
easily met.<br />
We are a group of ERP experts that<br />
have the…<br />
<br />
<br />
<br />
Knowledge<br />
Familiarity<br />
Track record<br />
...that is needed in knowing how to handle<br />
all of the challenges within an ERP project.<br />
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Passion<br />
We support, what we feel, are the best ERP<br />
packages available to companies in various<br />
industries.<br />
<strong>Our</strong> support of those systems is driven by:<br />
<br />
<br />
<br />
Constantly striving for<br />
success<br />
Satisfying the system and<br />
business needs of our<br />
customers<br />
Integrating the latest<br />
technological<br />
developments available<br />
<strong>Our</strong> consulting staff are dedicated<br />
professionals that take ownership<br />
of your ERP success.
Integrity<br />
<strong>Our</strong> view on the work that we perform<br />
for our customers is that the customer<br />
can expect:<br />
<br />
<br />
<br />
Honest and open communication<br />
Dedicated service toward a project<br />
Find comfort in knowing that we<br />
stand by our work<br />
Setting our customers up for success<br />
is part of our main objective as an<br />
organization.<br />
In the process of doing that, we are<br />
with you every step of the way.<br />
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com
<strong>Our</strong> Consulting <strong>Team</strong><br />
<strong>Our</strong> consulting team is a group of specialized professionals, here to guide<br />
our customers along the complex road of ERP through years of experience.<br />
Here are just some of our team members that help in that process:<br />
-Jeffrey Glaze, President/CEO -Jeffrey O’Brien, Senior Vice President -John Frie, Regional Manager, West -Marcia Morey, Director Strategic Sales<br />
-Kurt Hague, Managing Consultant -Kevin Dennehy, CPIM, Managing Consultant -David Sawan, Consultant -Lynn Ann LaPlante, Consultant<br />
-Ernesto Moreno, Consultant -Marlene Schmidt, Technical Consultant -Peter Judd, Consultant -Marv Kalor, Consultant<br />
-Brian Johnson, Director of Development<br />
-Nick Meszaros, Project Coordinator -Garrett Obrien, Software Developer -Mark Hildreth, Software Developer<br />
-Eric Blackwelder, Software Developer<br />
888.583.4526<br />
www.EpiCenterERP.com info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Jeff is a 30+ year senior executive in manufacturing, with extensive<br />
experience in Epicor Vantage/ERP, quality systems (ISO 9000, TS 16949), Lean Manufacturing, 6<br />
Sigma, and Leadership Development. His prior work experience includes:<br />
-Line management<br />
-General management<br />
-Plant Engineering<br />
-Plant Scheduling<br />
-ERP implementation team lead<br />
-CEO/CQO for a leading mixed mode manufacturer of metal nameplates, decals, signs,<br />
instrumentation dials and gages.<br />
Jeffrey Glaze<br />
President/CEO<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 211<br />
C: 413.695.2293<br />
Email:<br />
jglaze@epicentererp.com<br />
Jeff’s professional involvement in the software industry includes<br />
President of the Epicor User’s Group, the authorized user group for<br />
Epicor Software Inc.<br />
His particular areas of strength in Epicor ERP are:<br />
-Product Configurator<br />
-Customer Relationship Manager (CRM)<br />
-Manufacturing engineering<br />
-MRP<br />
-Scheduling and Advanced Planning and Scheduling<br />
Jeff typically serves as a team leader and interfaces well with the<br />
executives down to the shop floor. His collaborative nature inspires effective teamwork, and Jeff<br />
sets a great example for leaders at our various customers. Frequently he is asked to mentor up<br />
and coming managers who are tasked with software implementations.<br />
B.S. in Management, Lehigh University
Production: 7<br />
Financial: 7<br />
Distribution: 7<br />
Technical: 2<br />
CRM: 7<br />
Quote management: 7<br />
Order management: 7<br />
Pack out: 4<br />
Product configurator: 7<br />
Demand management: 7<br />
EDI: 7<br />
Adv Production: 5<br />
Job Management: 7<br />
Scheduling: 5<br />
APS: 7<br />
Engineering: 7<br />
MES: 7<br />
Handheld: 4<br />
BC Label Ctrl: 0<br />
Field Service: 1<br />
Quality: 7<br />
Maintenance: 0<br />
Inv Mgmt: 7<br />
Projects: 2<br />
AMM: 5<br />
MRP: 7<br />
Shipping/Receiving: 7<br />
Purchase management: 7<br />
SRM: 5<br />
Purchase Scheduling: 7<br />
AR: 4<br />
AP: 4<br />
Product Skills<br />
888.583.4526<br />
Currency Management: 2<br />
Fixed Assets: 1<br />
General Ledger: 7<br />
Multi-Site Management: 2<br />
Payroll: 0<br />
Credit card processing: 4<br />
Rebates: 2<br />
Crystal Reports: 2<br />
Dashboard/ BAQ: 2<br />
BPM: 2<br />
Security: 5<br />
Customizations: 7<br />
User/ Fields: 7<br />
VBI: 2<br />
Connect series: 0<br />
Service connect: 0<br />
SDK: 0<br />
Active planner: 0<br />
Crystal decision: 0<br />
FRX reports: 0<br />
FRX forecast: 0<br />
Email: 0<br />
Smart forecast: 7<br />
IQS: 7<br />
Fathom: 7<br />
Open4 HR: 0<br />
Adv Print: 0<br />
Prog Dev: 0<br />
DM Pro: 0<br />
PLM: 2<br />
MS project: 7<br />
MS video: 5<br />
Skills Matrix for:<br />
Jeffrey Glaze<br />
President/CEO<br />
E4se: 7<br />
Web EX: 7<br />
Signature: 7<br />
SharePoint: 7<br />
Clientele: 7<br />
www.EpiCenterERP.com<br />
Business Skills<br />
Project management: 7<br />
Admin: 7<br />
Training and Education: 7<br />
Reporting: 7<br />
Revenue Generation: 7<br />
SOX compliance: 4<br />
Lean MFG: 5<br />
ROI Review: 4<br />
Third Party Logistics: 5<br />
Business Consulting: 7<br />
Signature Methodology: 7<br />
Vertical 1: Industry Manufacturing<br />
Vertical 2: Medical Devices<br />
Vertical 3: Fabrication<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
As Vice President, Consulting, Jeff O’Brien’s extensive knowledge and expertise in project<br />
management keeps any project focused, on-time, and on-budget.<br />
Major responsibilities include:<br />
-Provides on-going revenue and operating cost forecasts<br />
-Prepares the Statement of Work, Project Plan, Gap Analysis, Resource allocation for services<br />
and engages in the negotiation with prospects face to face. Ensures corporate<br />
compliance with all project documents.<br />
-Engages with clients to identify critical business issues, resolves problems and implements<br />
solutions in a timely, cost-effective manner<br />
-Oversees the implementation to ensure implementation is on-budget and on-time. Communicates<br />
with clients on a regular<br />
Jeffrey O’Brien<br />
Vice President, Consulting<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 210<br />
C: 908.230.3922<br />
Email: jobrien@epicentererp.com<br />
basis to ensure their expectations are met and overall client<br />
satisfaction.<br />
-Develops and manages revenue targets and annual budgets.<br />
-Project Manager acting as primary liaison during planning and<br />
implementation, provides constant communication with clients’ steering committee,<br />
executive sponsor of project, application consultants and functional leads.<br />
B.S. Industrial Engineering Technology, Kean University of New Jersey<br />
M.S. in Engineering Management, Stevens Institute of Technology<br />
experience.
Product Skills<br />
Skills Matrix for:<br />
Jeffrey O’Brien<br />
Vice President, Consulting<br />
Business Skills<br />
Production: 7<br />
Financial: 5<br />
Distribution: 7<br />
Technical: 5<br />
CRM: 7<br />
Quote management: 7<br />
Order management: 7<br />
Pack out: 5<br />
Product configurator: 7<br />
Demand management: 7<br />
EDI: 7<br />
Adv Production: 7<br />
Job Management: 7<br />
Scheduling: 7<br />
APS: 7<br />
Engineering: 7<br />
MES: 5<br />
Handheld: 0<br />
BC Label Ctrl: 0<br />
Field Service: 0<br />
Quality: 7<br />
Maintenance: 0<br />
Inv Mgmt: 7<br />
Projects: 7<br />
AMM: 7<br />
MRP: 7<br />
Shipping/Receiving: 5<br />
Purchase management: 5<br />
SRM: 5<br />
Purch Scheduling: 1<br />
AR: 1<br />
AP: 1<br />
888.583.4526<br />
Currency Management: 0<br />
Fixed Assets: 0<br />
General ledger: 1<br />
Multi-site management: 1<br />
Payroll: 0<br />
Credit card processing: 0<br />
Rebates: 0<br />
Crystal reports: 1<br />
Dashboard/ BAQ: 1<br />
BPM: 1<br />
Security: 1<br />
Customization: 1<br />
User/ Fields: 1<br />
VBI: 1<br />
Connect series: 0<br />
Service connect: 1<br />
SDK: 0<br />
Active planner: 0<br />
Crystal decision: 0<br />
FRX reports: 0<br />
FRX forecast: 0<br />
Email: 0<br />
Smart forecast: 0<br />
IQS: 0<br />
Fathom: 0<br />
Open4 HR: 0<br />
Adv Print: 0<br />
Prog Dev: 0<br />
DM pro: 0<br />
PLM: 0<br />
MS project: 0<br />
MS video: 0<br />
E4se: 0<br />
Web EX: 7<br />
Signature: 5<br />
SharePoint: 7<br />
Clientele: 5<br />
www.EpiCenterERP.com<br />
Project management: 7<br />
Admin: 7<br />
Training and Education: 7<br />
Reporting: 7<br />
Revenue Generation: 7<br />
SOX compliance: 0<br />
Lean MFG: 7<br />
ROI Review: 7<br />
Third Party Logistics: 0<br />
Business Consulting: 7<br />
Signature Methodology: 7<br />
Vertical 1: MTO/MTS<br />
Vertical 2: Medical Devices<br />
Vertical 3: Capital Equipment<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Kurt is one of EpiCenter’s Managing Consultants, and often acts as a project manager or lead<br />
consultant. Kurt brings a unique set of experiences to the EpiCenter team. He is an attorney<br />
with more than 10 years of experience advising manufacturers and other businesses on<br />
compliance, risk management and strategic growth, as well as representing those clients in the<br />
courtroom as trial counsel.<br />
Kurt served as general counsel and vice president of operations of a mixed-mode<br />
manufacturer. In that role, Kurt spearheaded that company’s implementation of the Epicor 9<br />
ERP solution, adoption of LEAN manufacturing principles, and refocused the company on<br />
continuous improvement, compliance, and overall corporate development.<br />
Currently within his role at EpiCenter, Kurt has managed the successful implementations of<br />
many of our largest customers, bringing them “live” on-time and on-budget. He manages a<br />
team of manufacturing and financial consultants, and works with our strategic accounts.<br />
Kurt is an experienced consultant and project manager and is particularly strong in the<br />
following areas of Epicor’s ERP software:<br />
Kurt Hague<br />
Managing Consultant<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 304<br />
C: 401.575.9570<br />
Email: khague@epicentererp.com<br />
-Manufacturing<br />
-Engineering<br />
-Job Management/Production<br />
-Purchasing/Planning<br />
-Customer Relationship Management (CRM)<br />
-Projects & Milestone Billing<br />
-Advanced Planning & Scheduling<br />
-Advanced Production<br />
-Quality Assurance/Enhanced Quality Assurance<br />
-Multi-Company/Multi-Plant/Multi-Currency<br />
With his diverse background and expertise with varied areas of E9, Kurt thrives while working<br />
with EpiCenter’s customers and can be found anywhere from the shop floor to the sales<br />
department to the loading dock where he stands by our clients’ employees and management<br />
and helps guide them through the implementation process.<br />
B.A. in Communications, Rhode Island College<br />
J.D., magna cum laude, Catholic University of America, Columbus Law School
Production: 7<br />
Financial: 3<br />
Distribution: 7<br />
Technical: 4<br />
CRM: 7<br />
Quote management: 7<br />
Order management: 7<br />
Pack out: 7<br />
Product configurator: 7<br />
Demand management: 5<br />
EDI: 4<br />
Adv Production: 7<br />
Job Management: 7<br />
Scheduling: 7<br />
APS: 7<br />
Engineering: 7<br />
MES: 7<br />
Handheld: 7<br />
BC Label Ctrl: 4<br />
Field Service: 6<br />
Quality: 7<br />
Maintenance: 5<br />
Inv Mgmt: 7<br />
Projects: 7<br />
AMM: 7<br />
MRP: 7<br />
Shipping/Receiving: 7<br />
Purchase management: 7<br />
SRM: 7<br />
Purchase Scheduling: 7<br />
AR: 5<br />
AP: 5<br />
Product Skills<br />
888.583.4526<br />
Currency Management: 4<br />
Fixed Assets: 3<br />
General ledger: 3<br />
Multi-site management: 7<br />
Payroll: 0<br />
Credit card processing: 3<br />
Rebates: 3<br />
Crystal reports: 1<br />
Dashboard/ BAQ: 5<br />
BPM: 4<br />
Security: 7<br />
Customization: 7<br />
User/ Fields: 3<br />
VBI: 0<br />
Connect series: 0<br />
Service connect: 0<br />
SDK: 0<br />
Active planner: 0<br />
Crystal decision: 0<br />
FRX reports: 0<br />
FRX forecast: 0<br />
Email: 0<br />
Smart forecast: 0<br />
IQS: 2<br />
Fathom: 0<br />
Open4 HR: 0<br />
Adv Print: 3<br />
Prog Dev: 0<br />
DM pro: 0<br />
PLM: 0<br />
MS project: 7<br />
MS video: 5<br />
Skills Matrix for:<br />
Kurt Hague<br />
Managing Consultant<br />
E4se: 0<br />
Web EX: 7<br />
Signature: 7<br />
SharePoint: 7<br />
Clientele: 0<br />
www.EpiCenterERP.com<br />
Business Skills<br />
Project management: 7<br />
Admin: 7<br />
Training and Education: 7<br />
Reporting: 7<br />
Revenue Generation: 7<br />
SOX compliance: 7<br />
Lean MFG: 7<br />
ROI Review: 7<br />
Third Party Logistics: 4<br />
Business Consulting: 7<br />
Signature Methodology: 7<br />
Vertical 1: Manufacturing<br />
Vertical 2: Distribution<br />
Vertical 3: Contract Manufacturing<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Kevin has over 20 years experience in operations and manufacturing management, project<br />
management, ERP implementation, and sales. Kevin brings a great background in consulting<br />
specifically with Epicor Software users to help lead, execute, and succeed with any implementation<br />
project.<br />
Areas of focus and expertise include materials management, shop floor control, and lean<br />
manufacturing. Kevin’s strong people skills combined with his years of manufacturing and<br />
support experience have proven a valuable asset in the organizations he has been with. Additionally,<br />
Kevin has implementation experience in both the US and Mexico.<br />
Kevin Dennehy<br />
Managing Consultant<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 303<br />
C: 508.833.0766<br />
Email: kdennehy@epicentererp.com<br />
Throughout his twenty years in manufacturing, Kevin has held positions as Sales Engineer,<br />
Product Manager, Production Control Manager, Materials Manager, Supply Chain Manager,<br />
Manufacturing Manager, IT Specialist, Facilities Manager, and Project Manager.<br />
Because he has worked extensively both in the front and back end of businesses, Kevin has a<br />
broad understanding of both the company and customer needs. He also remains very active<br />
in APICS, having served on both the local and regional board of directors.<br />
B.S. in Finance, Providence College<br />
CPIM Certified, in APICS
Production: 7<br />
Financial: 7<br />
Distribution: 5<br />
Technical: 7<br />
CRM: 5<br />
Quote management: 7<br />
Order management: 7<br />
Pack out: 6<br />
Product configurator: 1<br />
Demand management: 1<br />
EDI: 1<br />
Adv Production: 6<br />
Job Management: 7<br />
Scheduling: 7<br />
APS: 2<br />
Engineering: 7<br />
MES: 7<br />
Handheld: 1<br />
BC Label Ctrl: 5<br />
Field Service: 1<br />
Quality: 7<br />
Maintenance: 7<br />
Inv Mgmt: 7<br />
Projects: 6<br />
AMM: 6<br />
MRP: 7<br />
Shipping/Receiving: 7<br />
Purchase management: 7<br />
SRM: 6<br />
Purchase Scheduling: 6<br />
AR: 7<br />
AP: 7<br />
Product Skills<br />
888.583.4526<br />
Currency Management: 2<br />
Fixed Assets: 1<br />
General ledger: 5<br />
Multi-site management: 5<br />
Payroll: 1<br />
Credit card processing: 6<br />
Rebates: 2<br />
Crystal reports: 7<br />
Dashboard/ BAQ: 7<br />
BPM: 7<br />
Security: 7<br />
Customization: 7<br />
User/ Fields: 7<br />
VBI: 1<br />
Connect series: 1<br />
Service connect: 1<br />
SDK: 1<br />
Active planner: 1<br />
Crystal decision: 7<br />
FRX reports: 1<br />
FRX forecast: 1<br />
Email: 4<br />
Smart forecast: 1<br />
IQS: 1<br />
Fathom: 1<br />
Open4 HR: 1<br />
Adv Print: 4<br />
Prog Dev: 1<br />
DM pro: 1<br />
PLM: 1<br />
MS project: 1<br />
MS video: 4<br />
Skills Matrix for:<br />
Kevin Dennehy<br />
Managing Consultant<br />
E4se: 4<br />
Web EX: 1<br />
Signature: 7<br />
SharePoint: 7<br />
Clientele: 7<br />
www.EpiCenterERP.com<br />
Business Skills<br />
Project management: 5<br />
Admin: 5<br />
Training and Education: 7<br />
Reporting: 7<br />
Revenue Generation: 5<br />
SOX compliance: 1<br />
Lean MFG: 1<br />
ROI Review: 5<br />
Third Party Logistics: 7<br />
Business Consulting: 5<br />
Signature Methodology: 7<br />
Vertical 1: Individual Manufacturing<br />
Vertical 2: Fabrication<br />
Vertical 3: Medical Devices<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Peter is a 30+ year business “pro” with extensive management experience within the realms<br />
of sales, manufacturing, and accounting. Within the ERP world, Peter is savvy in a host of different<br />
aspects of what an ERP system can provide. Coupled with his business experience, he<br />
has the ability to address the details of an ERP system while keeping the overall business<br />
plan of a customer in mind.<br />
Within his years involved with ERP systems, Peter has been involved over 43 implementations<br />
as a project manager, financial lead, or report developer. Those experiences enable Peter<br />
to shift from one item to another during any implementation or migration, and assure<br />
that the end result is satisfactory to the customer.<br />
Peter Judd<br />
Consultant<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 306<br />
C: 585.500.8826<br />
Email: pjudd@epicentererp.com<br />
Specifically in terms of Epicor, Peter has experience with the Tool Set of BAQ’S, Dashboards,<br />
Crystal Reports, and AFR. Having years of Epicor-specific experience, being Epicor Certified in<br />
manufacturing and finance for Epicor Vantage 8 and Epicor 9, Peter brings 10+ years of user<br />
experience of Epicor’s Vantage application spanning from versions 3, 4, 5, 6.1, and 8 all within<br />
a customer’s manufacturing environment.<br />
Ultimately with Peter, you will find someone who is capable of driving a project, regardless of<br />
the size or complexity, in the right direction. Whether it is understanding cost accounting<br />
and setting up sales tax correctly within a company’s financial package, or ensuring that the<br />
production control and subsequent report development is in place, Peter understands how<br />
the whole package of an ERP system needs to work and has the foresight to do just that for<br />
a customer in any business environment.<br />
B.S. in Business Administration—Bryant University
Production: 3<br />
Financial: 7<br />
Distribution: 3<br />
Technical: 1<br />
CRM: 3<br />
Quote management: 7<br />
Order management: 7<br />
Pack out: 2<br />
Product configurator: 0<br />
Demand management: 1<br />
EDI: 1<br />
Adv Production: 1<br />
Job Management: 3<br />
Scheduling: 2<br />
APS: 0<br />
Engineering: 3<br />
MES: 7<br />
Handheld: 5<br />
BC Label Ctrl: 1<br />
Field Service: 3<br />
Quality: 1<br />
Maintenance: 0<br />
Inv Mgmt: 5<br />
Projects: 3<br />
AMM: 1<br />
MRP: 3<br />
Shipping/Receiving: 7<br />
Purchase management: 7<br />
SRM: 7<br />
Purchase Scheduling: 1<br />
AR: 7<br />
AP: 7<br />
Product Skills<br />
888.583.4526<br />
Currency Management: 6<br />
Fixed Assets: 6<br />
General ledger: 7<br />
Multi-site management: 7<br />
Payroll: 7<br />
Credit card processing: 7<br />
Rebates: 1<br />
Crystal reports: 5<br />
Dashboard/ BAQ: 5<br />
BPM: 1<br />
Security: 1<br />
Customization: 1<br />
User/ Fields: 1<br />
VBI: 0<br />
Connect series: 0<br />
Service connect: 0<br />
SDK: 0<br />
Active planner: 0<br />
Crystal decision: 0<br />
FRX reports: 0<br />
FRX forecast: 0<br />
Email: 0<br />
Smart forecast: 0<br />
IQS: 0<br />
Fathom: 0<br />
Open4 HR: 0<br />
Adv Print: 0<br />
Prog Dev: 0<br />
DM pro: 0<br />
PLM: 0<br />
MS project: 1<br />
MS video: 0<br />
Skills Matrix for:<br />
Peter Judd<br />
Consultant<br />
E4se: 0<br />
Web EX: 5<br />
Signature: 5<br />
SharePoint: 5<br />
Clientele: 0<br />
www.EpiCenterERP.com<br />
Business Skills<br />
Project management: 5<br />
Admin: 7<br />
Training and Education: 7<br />
Reporting: 7<br />
Revenue Generation: 7<br />
SOX compliance: 0<br />
Lean MFG: 0<br />
ROI Review: 0<br />
Third Party Logistics: 0<br />
Business Consulting: 7<br />
Signature Methodology: 5<br />
Vertical 1: Custom Manufacturing<br />
Vertical 2: Medical<br />
Vertical 3: Aerospace<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Ernesto brings vast experience in the implementation of Epicor Software. As a Consultant for Epi-<br />
Center, Ernesto is responsible for the successful implementation of Epicor 9 including design,<br />
setup, training, execution and consulting for several customers.<br />
Prior to his time with Epi-Center as a consultant for Epicor Software, he worked with customers in<br />
the East and West coast implementing the solution and focused mainly in the financial modules,<br />
covering the whole accounting implementation as well as the cost flow throughout the process.<br />
Ernesto Moreno<br />
Consultant<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 301<br />
C: 915.667.0189<br />
Email: emoreno@epicentererp.com<br />
Taking care of the Quote to Cash flow and tracking how money moves within the company,<br />
understanding their supply chain, operations, logistics and manufacturing processes to be able to<br />
track the costs until they reach the financial outcome needed in reports analyzed by management<br />
and corporate offices. He also has experience in modifying Posting Rules in order to meet customer<br />
requirements and specifications.<br />
Ernesto is a key member in any implementation team. With his Epicor-specific knowledge<br />
accompanied by his skill set, he is a great asset in ensuring that your Epicor implementation or<br />
migration goes as smoothly and efficiently as possible.<br />
B.S. in Industrial and Systems Engineering, Instituto Tecnologico y de Estudios Superiores de<br />
Monterrey (ITESM)<br />
Languages: English; Spanish
Production: 6<br />
Financial: 7<br />
Distribution: 6<br />
Technical: 2<br />
CRM: 5<br />
Quote management: 6<br />
Order management: 6<br />
Pack out: 0<br />
Product configurator: 0<br />
Demand management: 0<br />
EDI: 0<br />
Adv Production: 2<br />
Job Management: 6<br />
Scheduling: 5<br />
APS: 1<br />
Engineering: 6<br />
MES: 6<br />
Handheld: 1<br />
BC Label Ctrl: 0<br />
Field Service: 0<br />
Quality: 6<br />
Maintenance: 7<br />
Inv Mgmt: 7<br />
Projects: 6<br />
AMM: 2<br />
MRP: 6<br />
Shipping/Receiving: 7<br />
Purchase management: 7<br />
SRM: 4<br />
Purchase Scheduling: 6<br />
AR: 7<br />
AP: 7<br />
Product Skills<br />
888.583.4526<br />
Currency Management: 7<br />
Fixed Assets: 6<br />
General ledger: 7<br />
Multi-site management: 7<br />
Payroll: 1<br />
Credit card processing: 7<br />
Rebates: 2<br />
Crystal reports: 0<br />
Dashboard/ BAQ: 1<br />
BPM: 0<br />
Security: 6<br />
Customization: 3<br />
User/ Fields: 0<br />
VBI: 0<br />
Connect series: 0<br />
Service connect: 0<br />
SDK: 0<br />
Active planner: 0<br />
Crystal decision: 0<br />
FRX reports: 0<br />
FRX forecast: 0<br />
Email: 0<br />
Smart forecast IQS: 0<br />
Fathom: 0<br />
Open4 HR: 0<br />
Adv Print: 0<br />
Prog Dev: 0<br />
DM pro: 0<br />
PLM: 0<br />
MS project: 5<br />
MS video: 7<br />
E4se: 5<br />
Skills Matrix for:<br />
Ernesto Moreno<br />
Consultant<br />
Web EX: 7<br />
Signature: 7<br />
SharePoint: 7<br />
Clientele: 7<br />
www.EpiCenterERP.com<br />
Business Skills<br />
Project management: 4<br />
Admin: 7<br />
Training and Education: 7<br />
Reporting: 7<br />
Revenue Generation: 5<br />
SOX compliance: 0<br />
Lean MFG: 0<br />
ROI Review: 0<br />
Third Party Logistics: 0<br />
Business Consulting: 5<br />
Signature Methodology: 7<br />
Vertical 1: Manufacturing<br />
Vertical 2: Services<br />
Vertical 3: Distribution<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Lynn is a 15+ year manager in manufacturing, with extensive experience in Epicor<br />
Vantage/ERP, quality systems (ISO 9000, TS 16949). Her prior work experience includes:<br />
-Sales Management<br />
-Production Management<br />
-Material Management<br />
-Graphic / R&D manager for a leading mixed mode<br />
manufacturer of metal nameplates, decals, signs,<br />
instrumentation dials and gages.<br />
Her work history includes managing a large retail chain store of the Limited Brand<br />
Division, and many years in manufacturing fields, managing screen printing and<br />
production lines.<br />
Her particular areas of strength in Epicor ERP are:<br />
Lynn LaPlante<br />
Consultant<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 224<br />
C: 413.297.2324<br />
Email: llaplante@epicentererp.com<br />
-Quote Management<br />
-Order Management<br />
-Materials Requirements<br />
-Shipping /Receiving<br />
-Power user training, shortcuts, personalization<br />
Lynn typically serves as a team trainer and interfaces well with the executives down to<br />
the shop floor personnel. Her broad depth of knowledge and ability to grasp the key<br />
goals of the customer, and integrate these into the execution of the plan are very<br />
important to the success of any project. Her collaborative nature inspires effective<br />
teamwork, and Lynn sets a great example for trainers at our various customers.
Production: 7<br />
Financial: 2<br />
Distribution: 7<br />
Technical: 2<br />
CRM: 7<br />
Quote management: 7<br />
Order management: 7<br />
Pack out: 3<br />
Product configurator: 3<br />
Demand management: 0<br />
EDI: 1<br />
Adv Production: 7<br />
Job Management: 7<br />
Scheduling: 7<br />
APS: 7<br />
Engineering: 7<br />
MES: 7<br />
Handheld: 5<br />
BC Label Ctrl: 0<br />
Field Service: 0<br />
Quality: 7<br />
Maintenance: 7<br />
Inventory Management: 7<br />
Projects: 5<br />
AMM: 7<br />
MRP: 7<br />
Shipping/Receiving: 7<br />
Purchase management: 7<br />
SRM: 7<br />
Purchase Scheduling: 7<br />
AR: 5<br />
AP: 5<br />
Product Skills<br />
888.583.4526<br />
Currency Management: 0<br />
Fixed Assets: 0<br />
General ledger: 2<br />
Multi-site management: 2<br />
Payroll: 0<br />
Credit card processing: 0<br />
Rebates: 0<br />
Crystal reports: 2<br />
Dashboard/ BAQ: 2<br />
BPM: 2<br />
Security: 7<br />
Customization: 7<br />
User/ Fields: 3<br />
VBI: 0<br />
Connect series: 0<br />
Service connect: 0<br />
SDK: 2<br />
Active planner: 0<br />
Crystal decision: 0<br />
FRX reports: 0<br />
FRX forecast: 0<br />
Email: 0<br />
Smart forecast IQS: 2<br />
Fathom: 2<br />
Open4 HR: 0<br />
Adv Print: 0<br />
Prog Dev: 0<br />
DM pro: 0<br />
PLM: 0<br />
MS project: 0<br />
MS video: 2<br />
E4se: 0<br />
Skills Matrix for:<br />
Lynn LaPlante<br />
Consultant<br />
Web EX: 7<br />
Signature: 7<br />
SharePoint: 7<br />
Clientele: 0<br />
www.EpiCenterERP.com<br />
Business Skills<br />
Project management: 7<br />
Admin: 7<br />
Training and Education: 7<br />
Reporting: 7<br />
Revenue Generation: 7<br />
SOX compliance: 0<br />
Lean MFG: 7<br />
ROI Review: 0<br />
Third Party Logistics: 0<br />
Business Consulting: 7<br />
Signature Methodology: 7<br />
Vertical 1: Industrial Manufacturing<br />
Vertical 2: Manufacturing<br />
Vertical 3: User navigation and training<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Marlene brings a diverse skill set to any project that she is involved in. As a bilingual<br />
consultant—speaking both English and Spanish—Marlene navigates through any project with a<br />
solid knowledge of Vantage and Epicor 9 products specifically in the manufacturing side of<br />
things.<br />
As a former staff member with Epicor, Marlene has developed a strong knowledge base<br />
in the manufacturing and distribution areas of consulting. In addition, Marlene has extensive<br />
knowledge in Crystal Report development, along with Epicor-specific BAQ’s, BPM’s, and other<br />
reports. She has used that knowledge base to successfully get Epicor customers off on the right<br />
foot all over the eastern part of the United States, as well as with customers in the Caribbean and<br />
Latin America<br />
Marlene Schmidt<br />
Consultant<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 300<br />
C: 413.388.8220<br />
Email:<br />
mschmidt@epicentererp.com<br />
Marlene’s technical background includes experience on the following systems: Vantage<br />
8.03.40x, Epicor 9.04, Epicor 9.05, Epicor Tools, Business Objects Crystal Reports 10, 11, 11.5, and<br />
Release 2, 2008.<br />
Overall, Marlene brings great experience from both the application and technical worlds,<br />
and can fully deploy the best solution to any implementation or migration project that she is<br />
involved in. With her great technical, project management, and interpersonal skills, Marlene is an<br />
asset to any Epicor project.<br />
B.S. in Mechanical Engineering, University of Texas Pan American<br />
Languages: English; Spanish
Production: 4<br />
Financial: 2<br />
Distribution: 5<br />
Technical: 7<br />
CRM: 6<br />
Quote management: 6<br />
Order management: 6<br />
Pack out: 1<br />
Product configurator: 1<br />
Demand management: 0<br />
EDI: 7<br />
Adv Production: 0<br />
Job Management: 5<br />
Scheduling: 1<br />
APS: 0<br />
Engineering: 5<br />
MES: 4<br />
Handheld: 2<br />
BC Label Ctrl: 1<br />
Field Service: 0<br />
Quality: 3<br />
Maintenance: 1<br />
Inventory Management: 3<br />
Projects: 1<br />
AMM: 1<br />
MRP: 3<br />
Shipping/Receiving: 5<br />
Purchase management: 5<br />
SRM: 1<br />
Purch Scheduling: 2<br />
AR: 3<br />
AP: 3<br />
Product Skills<br />
888.583.4526<br />
Currency Management: 2<br />
Fixed Assets: 0<br />
General ledger: 1<br />
Multi-site management: 0<br />
Payroll: 0<br />
Credit card processing: 1<br />
Rebates: 7<br />
Crystal reports: 7<br />
Dashboard/ BAQ: 7<br />
BPM: 7<br />
Security: 7<br />
Customization: 7<br />
User/ Fields: 7<br />
VBI: 0<br />
Connect series: 0<br />
Service connect: 0<br />
SDK: 0<br />
Active planner: 0<br />
Crystal decision: 0<br />
FRX reports: 0<br />
FRX forecast: 0<br />
Email: 0<br />
Smart forecast IQS: 0<br />
Fathom: 0<br />
Open4 HR: 1<br />
Adv Print: 1<br />
Prog Dev: 0<br />
DM pro: 0<br />
PLM: 0<br />
MS project: 1<br />
MS video: 7<br />
E4se: 5<br />
Skills Matrix for:<br />
Marlene Schmidt<br />
Consultant<br />
Web EX: 7<br />
Signature: 7<br />
SharePoint: 7<br />
Clientele: 7<br />
www.EpiCenterERP.com<br />
Business Skills<br />
Project management: 4<br />
Admin: 7<br />
Training and Education: 7<br />
Reporting: 7<br />
Revenue Generation: 1<br />
SOX compliance: 1<br />
Lean MFG: 0<br />
ROI Review: 0<br />
Third Party Logistics: 0<br />
Business Consulting: 2<br />
Signature Methodology: 4<br />
Vertical 1: Manufacturing<br />
Vertical 2: Distribution<br />
Vertical 3:<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Shana brings a host of experience from the bio-medical field, and has the unique<br />
distinction of merging that experience within the ERP systems world.<br />
As a consultant, Shana handles projects of a considerable technical nature on both<br />
the application and business processes sides of things; particularly for bio-medical<br />
and human sciences clients.<br />
Shana’s unique experience within countless biology, chemistry, and other scientific<br />
laboratories, gives her the ability to “speak the language” of clients in the biomedical<br />
and/or human sciences industries. Thus, she is able to ensure that the ERP<br />
system in place is setup to satisfy any needs or requirements.<br />
Shana Witalisz<br />
Consultant<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 311<br />
C: 617-721-5613<br />
Email: switalisz@epicentererp.com<br />
With great interpersonal skills and business experience in addition to the vast experience<br />
within the scientific community, Shana is a difference-maker in the success of<br />
complex projects.<br />
B.S. Biomedical Engineering, Rensselaer Polytechnic Institute<br />
B.S. Chemical Engineering, Rensselaer Polytechnic Institute<br />
Career Reengineering Certificate, Massachusetts Institute of Technology
Production: 4<br />
Financial: 4<br />
Distribution: 4<br />
Technical: 7<br />
CRM: 4<br />
Quote management: 7<br />
Order management: 2<br />
Pack out: 1<br />
Product configurator: 7<br />
Demand management: 0<br />
EDI: 1<br />
Adv Production: 4<br />
Job Management: 4<br />
Scheduling: 4<br />
APS: 1<br />
Engineering: 6<br />
MES: 4<br />
Handheld: 1<br />
BC Label Ctrl: 4<br />
Field Service: 1<br />
Quality: 4<br />
Maintenance: 4<br />
Inv Mgmt: 4<br />
Projects: 4<br />
AMM: 1<br />
MRP: 1<br />
Shipping/Receiving: 4<br />
Purchase management: 4<br />
SRM: 1<br />
Purchase Scheduling: 1<br />
AR: 4<br />
AP: 4<br />
Product Skills<br />
888.583.4526<br />
Currency Management: 1<br />
Fixed Assets: 1<br />
General ledger: 4<br />
Multi-site management: 4<br />
Payroll: 1<br />
Credit card processing: 1<br />
Rebates: 1<br />
Crystal reports: 7<br />
Dashboard/ BAQ: 7<br />
BPM: 7<br />
Security: 7<br />
Customizations: 7<br />
User/ Fields: 7<br />
VBI: 5<br />
Connect series: 0<br />
Service connect: 1<br />
SDK: 1<br />
Active planner: 0<br />
Crystal decision: 7<br />
FRX reports: 0<br />
FRX forecast: 0<br />
Email: 4<br />
Smart forecast: 0<br />
IQS: 4<br />
Fathom: 7<br />
Open4 HR: 0<br />
Adv Print: 1<br />
Prog Dev: 0<br />
DM pro: 0<br />
PLM: 0<br />
MS project: 5<br />
MS video: 1<br />
Skills Matrix for:<br />
Shana Witalsz<br />
Consultant<br />
E4se: 1<br />
Web EX: 1<br />
Signature: 7<br />
SharePoint: 6<br />
Clientele: 0<br />
www.EpiCenterERP.com<br />
Business Skills<br />
Project management : 5<br />
Admin: 7<br />
Training and Education: 5<br />
Reporting: 7<br />
Revenue Generation: 5<br />
SOX compliance: 0<br />
Lean MFG: 1<br />
ROI Review: 0<br />
Third Party Logistics: 0<br />
Business Consulting: 5<br />
Signature Methodology: 7<br />
Vertical 1: Healthcare<br />
Vertical 2: Biotechnology/ Manufacturing<br />
Vertical 3: Real Estate<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
David has over 15 years of experience in Information Technology in Manufacturing<br />
including roles in Infrastructure, Project management, ERP implementation, and<br />
Business Intelligence. David also served as a Supply Chain Manager for a Fortune<br />
200 company.<br />
David Sawan<br />
Consultant<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 202<br />
C: 413.237.2919<br />
Email: dsawan@epicentererp.com<br />
David brings a great background in consulting, specifically with Epicor Software users<br />
in application, tools and training, as well as leading teams to execute and succeed<br />
with any implementation project.<br />
Areas of focus and expertise include:<br />
-Materials management<br />
-Sales management<br />
-Systems<br />
-Reporting/Analysis<br />
David’s strong interpersonal skills combined with his years of manufacturing, training,<br />
and support experience have proven to be a valuable asset throughout his career.<br />
Because he has worked extensively both in the front and back end of businesses,<br />
David has a broad understanding of both the company and customer needs.<br />
B.S in History /Minor in Cartography, University of Massachusetts , Amherst,
Product Skills<br />
Skills Matrix for:<br />
David Sawan<br />
Consultant<br />
Business Skills<br />
Production: 6<br />
Financial: 3<br />
Distribution: 6<br />
Technical: 7<br />
CRM: 2<br />
Quote management: 2<br />
Order management: 6<br />
Pack out: 6<br />
Product configurator: 1<br />
Demand management: 1<br />
EDI: 1<br />
Adv Production: 6<br />
Job Management: 6<br />
Scheduling: 2<br />
APS: 2<br />
Engineering: 6<br />
MES: 6<br />
Handheld: 6<br />
BC Label Ctrl: 7<br />
Field Service: 1<br />
Quality: 6<br />
Maintenance: 1<br />
Inv Mgmt: 6<br />
Projects: 2<br />
AMM: 6<br />
MRP: 6<br />
Shipping/Receiving: 6<br />
Purchase management: 6<br />
SRM: 6<br />
Purch Scheduling: 6<br />
AR: 3<br />
AP: 3<br />
Currency Management: 1<br />
Fixed Assets: 1<br />
General ledger: 3<br />
Multi-site management: 3<br />
Payroll: 1<br />
Credit card processing: 1<br />
Rebates: 1<br />
Crystal reports: 7<br />
Dashboard/ BAQ: 7<br />
BPM: 7<br />
Security: 7<br />
Customization: 7<br />
User/ Fields: 7<br />
VBI: 1<br />
Connect series: 1<br />
Service connect: 1<br />
SDK: 1<br />
Active planner: 1<br />
Crystal decision: 1<br />
FRX reports: 1<br />
FRX forecast: 1<br />
Email: 1<br />
Smart forecast: 1<br />
IQS: 4<br />
Fathom: 1<br />
Open4 HR: 1<br />
Adv Print: 6<br />
Prog Dev: 1<br />
DM pro: 1<br />
PLM: 3<br />
MS project: 6<br />
MS video: 6<br />
E4se: 1<br />
Web EX: 7<br />
Signature: 4<br />
SharePoint: 7<br />
Clientele: 1<br />
Project management: 3<br />
Admin: 7<br />
Training and Education: 7<br />
Reporting: 4<br />
Revenue Generation: 4<br />
SOX compliance: 4<br />
Lean MFG: 5<br />
ROI Review: 2<br />
Third Party Logistics: 3<br />
Business Consulting: 4<br />
Signature Methodology: 4<br />
Vertical 1: Contract Manufacturing<br />
Vertical 2: Medical Devices<br />
Vertical 3: Capital Equipment<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Marv is a collaborative sales and training professional, drawing upon extensive experience in<br />
the transportation industry as well as Enterprise Resource Planning software. He is a sales<br />
and manufacturing professional who will deliver customer growth and satisfaction. With<br />
national account management experience, also Marv brings the knowledge of a seasoned<br />
consultant to the customers that he supports.<br />
Some areas of expertise for Marv are:<br />
Marv Kalor<br />
Consultant<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 218<br />
C: 612.751.5538<br />
Email: mkalor@epicentererp.com<br />
- ERP system implementation & support<br />
- Project Management<br />
- Business analysis<br />
- Project & job costing<br />
- Software configuration & customization<br />
-Software: Epicor ERP (Epicor9, Epicor Vantage), Microsoft products<br />
- Software Implementation<br />
He has provided education and training to customers on ERP software both in a classroom<br />
setting as well as on-site. Marv has also developed education curriculum, content<br />
development and one on one guidance on providing a better education delivery method to<br />
ensure the highest customer satisfaction.
Production: 7<br />
Financial: 3<br />
Distribution: 6<br />
Technical: 3<br />
CRM: 6<br />
Quote management: 7<br />
Order management: 7<br />
Pack out: 7<br />
Product configurator: 3<br />
Demand management: 1<br />
EDI: 1<br />
Adv Production: 6<br />
Job Management: 7<br />
Scheduling: 6<br />
APS: 6<br />
Engineering: 7<br />
MES: 7<br />
Handheld: 5<br />
BC Label Ctrl: 2<br />
Field Service: 5<br />
Quality: 7<br />
Maintenance: 4<br />
Inv Mgmt: 7<br />
Projects: 4<br />
AMM: 6<br />
MRP: 6<br />
Shipping/Receiving: 7<br />
Purchase management: 7<br />
SRM: 7<br />
Purch Scheduling: 7<br />
AR: 3<br />
AP: 3<br />
Product Skills<br />
888.583.4526<br />
Currency Management: 2<br />
Fixed Assets: 2<br />
General ledger: 2<br />
Multi-site management: 2<br />
Payroll: 2<br />
Credit card processing: 2<br />
Rebates: 2<br />
Crystal reports: 2<br />
Dashboard/ BAQ: 7<br />
BPM: 3<br />
Security: 6<br />
Customization: 6<br />
User/ Fields: 6<br />
VBI: 0<br />
Connect series: 0<br />
Service connect: 0<br />
SDK: 0<br />
Active planner: 0<br />
Crystal decision: 0<br />
FRX reports: 0<br />
FRX forecast: 0<br />
Email: 4<br />
Smart forecast: 0<br />
IQS: 2<br />
Fathom: 0<br />
Open4 HR: 0<br />
Adv Print: 1<br />
Prog Dev: 0<br />
DM pro: 0<br />
PLM: 0<br />
MS project: 4<br />
MS video: 4<br />
Skills Matrix for:<br />
Marv Kalor<br />
Consultant<br />
E4se: 4<br />
Web EX: 7<br />
Signature: 7<br />
SharePoint: 7<br />
Clientele: 6<br />
www.EpiCenterERP.com<br />
Business Skills<br />
Project management: 7<br />
Admin: 7<br />
Training and Education: 7<br />
Reporting: 7<br />
Revenue Generation: 4<br />
SOX compliance: 0<br />
Lean MFG: 1<br />
ROI Review: 0<br />
Third Party Logistics: 0<br />
Business Consulting: 7<br />
Signature Methodology: 2<br />
Vertical 1: Programming<br />
Vertical 2: Industry Manufacturing<br />
Vertical 3: Programming Customizations<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Ed has 20 years of experience specializing in Accounting and ERP systems, business process<br />
re-engineering and corporate accounting methodologies. Designed, developed and implemented<br />
the ERP finance systems enabling integration between logistic and finance creating<br />
more efficient processing. Ed is an Epicor Consultant with certification in Finance, Manufacturing<br />
and Distribution.<br />
Some areas of expertise for Ed are:<br />
- ERP system implementation & support<br />
- Project Management<br />
- Software Implementation<br />
Ed McAndrew<br />
Consultant<br />
When included on a project, he is a key member and essential to the success of the objective<br />
at-hand. With his project management, and interpersonal skills, Ed is an asset to any Epicor<br />
project.<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 313<br />
C: 703.409.1036<br />
Email: emcandrew@epicentererp.com<br />
B.S. in Finance/ Minor Management, St. Joseph’s University
Production: 4<br />
Financial: 7<br />
Distribution: 6<br />
Technical: 1<br />
CRM: 3<br />
Quote management: 6<br />
Order management: 6<br />
Pack out: 6<br />
Product configurator: 1<br />
Demand management: 0<br />
EDI: 1<br />
Adv Production: 0<br />
Job Management: 4<br />
Scheduling: 4<br />
APS: 0<br />
Engineering: 2<br />
MES: 1<br />
Handheld: 1<br />
BC Label Ctrl: 1<br />
Field Service: 4<br />
Quality: 1<br />
Maintenance: 6<br />
Inv Mgmt: 6<br />
Projects: 6<br />
AMM: 0<br />
MRP: 6<br />
Shipping/Receiving: 6<br />
Purchase management: 6<br />
SRM: 1<br />
Purch Scheduling: 6<br />
AR: 7<br />
AP: 7<br />
Product Skills<br />
888.583.4526<br />
Currency Management: 7<br />
Fixed Assets: 7<br />
General ledger: 7<br />
Multi-site management: 7<br />
Payroll: 7<br />
Credit card processing: 7<br />
Rebates: 7<br />
Crystal reports: 2<br />
Dashboard/ BAQ: 0<br />
BPM: 0<br />
Security: 0<br />
Customization: 0<br />
User/ Fields: 0<br />
VBI: 0<br />
Connect series: 0<br />
Service connect: 0<br />
SDK: 0<br />
Active planner: 0<br />
Crystal decision: 0<br />
FRX reports: 0<br />
FRX forecast: 0<br />
Email: 0<br />
Smart forecast: 0<br />
IQS: 0<br />
Fathom: 0<br />
Open4 HR: 0<br />
Adv Print: 0<br />
Prog Dev: 0<br />
DM pro: 0<br />
PLM: 0<br />
MS project: 5<br />
MS video: 0<br />
Skills Matrix for:<br />
Ed McAndrew<br />
Consultant<br />
E4se: 0<br />
Web EX: 7<br />
Signature: 1<br />
SharePoint: 5<br />
Clientele: 0<br />
www.EpiCenterERP.com<br />
Business Skills<br />
Project management: 5<br />
Admin: 5<br />
Training and Education: 7<br />
Reporting: 7<br />
Revenue Generation: 7<br />
SOX compliance: 0<br />
Lean MFG: 0<br />
ROI Review: 5<br />
Third Party Logistics: 0<br />
Business Consulting: 7<br />
Signature Methodology: 1<br />
Vertical 1: Automotive<br />
Vertical 2: MTO Manufacturing<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
As a Consultant for EpiCenter, Jonathan is responsible for the successful implementation of<br />
Epicor. Within his years involved with ERP systems, Jonathan has been the project manager<br />
on many installations. Working with all functional areas to identify ways to improve current<br />
business processes by maximizing use of Vantage/Epicor .<br />
Jonathan is familiar with all areas of the manufacturing enterprise. His prior experience includes<br />
working with CEO/management, accounting, purchasing, inventory job management,<br />
engineering, production control, shop personnel and supervisors, quality control, receiving,<br />
packing and shipping.<br />
Jonathan is particularly strong in the following areas of Epicor’s ERP software:<br />
Jonathan Tompkins<br />
Consultant<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 317<br />
C: 256.225.6621<br />
Email: jtompkins@epicentererp.com<br />
-Crystal Reports<br />
-Dashboards<br />
-BAQs<br />
-BAQ Zones,<br />
-Data and Method Directives<br />
-BPMs<br />
-Customizations.<br />
His strong interpersonal skills combined with his years of experience with Epicor ERP and<br />
Vantage software make him a valuable asset to any Epicor project.<br />
B.S. Double Major - Accounting and Human Resources, Jacksonville State University
Product Skills<br />
Skills Matrix for:<br />
Jonathan Tompkins<br />
Consultant<br />
Business Skills<br />
Production: 7<br />
Financial: 5<br />
Distribution: 0<br />
Technical: 7<br />
CRM: 2<br />
Quote management: 7<br />
Order management: 7<br />
Pack out: 0<br />
Product configurator: 0<br />
Demand management: 0<br />
EDI: 0<br />
Adv Production: 5<br />
Job Management: 7<br />
Scheduling: 5<br />
APS: 1<br />
Engineering: 5<br />
MES: 7<br />
Handheld: 1<br />
BC Label Ctrl: 0<br />
Field Service: 0<br />
Quality: 5<br />
Maintenance: 0<br />
Inv Mgmt: 7<br />
Projects: 2<br />
AMM: 1<br />
MRP: 5<br />
Shipping/Receiving: 7<br />
Purchase management: 7<br />
SRM: 1<br />
Purch Scheduling: 1<br />
AR: 5<br />
AP: 5<br />
888.583.4526<br />
Currency Management: 0<br />
Fixed Assets: 0<br />
General ledger: 5<br />
Multi-site management: 0<br />
Payroll: 5<br />
Credit card processing: 0<br />
Rebates: 0<br />
Crystal reports: 7<br />
Dashboard/ BAQ: 7<br />
BPM: 7<br />
Security: 7<br />
Customization: 2<br />
User/ Fields: 7<br />
VBI: 0<br />
Connect series: 0<br />
Service connect: 0<br />
SDK: 0<br />
Active planner: 0<br />
Crystal decision: 0<br />
FRX reports: 0<br />
FRX forecast: 0<br />
Email: 7<br />
Smart forecast: 0<br />
IQS: 0<br />
Fathom: 0<br />
Open4 HR: 0<br />
Adv Print: 0<br />
Prog Dev: 0<br />
DM pro: 0<br />
PLM: 0<br />
MS project: 1<br />
MS video: 1<br />
E4se: 0<br />
Web EX: 1<br />
Signature: 1<br />
SharePoint: 2<br />
Clientele: 0<br />
www.EpiCenterERP.com<br />
Project management: 5<br />
Admin: 5<br />
Training and Education: 7<br />
Reporting: 7<br />
Revenue Generation: 5<br />
SOX compliance: 0<br />
Lean MFG: 4<br />
ROI Review: 5<br />
Third Party Logistics: 0<br />
Business Consulting: 5<br />
Signature Methodology: 1<br />
Vertical 1: Custom Manufacturing<br />
Vertical 2: Defense<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Carol is a change management professional, specializing in finance. She holds the CPA and CGMA<br />
designations. Carol spent seven years in a manufacturing environment, where she implemented LEAN<br />
initiatives globally – from the shop floor to the front office. For 18 years she has managed software<br />
implementations and change initiatives for customers ranging from small shops to global, multi-site<br />
organizations.<br />
Carol has helped her Epicor customers implement:<br />
Equipment leasing, including inventory management and repetitive billing.<br />
Consolidation of multi-companies with multi-currencies<br />
Projects and milestone billing<br />
Upgrades from Vantage to Epicor 9<br />
Carol is a strong customer advocate. Her goal is to guide the customer through the implementation<br />
process so that they quickly become self-supportive. Drawing on her experience in manufacturing<br />
and finance as well as ERP software management and implementation, Carol delivers expert guidance<br />
and a high quality customer experience.<br />
Carol Autry, CPA, CGMA<br />
Consultant<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 317<br />
C: 704.408.1450<br />
Email: cautry@EpiCenterERP.com<br />
Areas of expertise for Carol are:<br />
-ERP system implementation & support<br />
-Controllership in a manufacturing environment<br />
-Multi-currency accounting and consolidations<br />
-Project Management<br />
-Business analysis<br />
-Lean initiatives<br />
B.S. Double Major - Accounting and Biology, University of North Carolina<br />
Certified Public Accountant<br />
Certified Global Management Accountant
Product Skills<br />
Skills Matrix for:<br />
Carol Autry<br />
Consultant<br />
Business Skills<br />
Production: 7<br />
Financial: 7<br />
Distribution: 7<br />
Technical: 0<br />
CRM: 4<br />
Quote management: 7<br />
Order management: 7<br />
Pack out: 4<br />
Product configurator: 4<br />
EDI: 4<br />
Adv Production: 4<br />
Job Management: 7<br />
Scheduling: 5<br />
APS: 4<br />
Engineering: 7<br />
MES: 5<br />
Handheld: 4<br />
BC Label Ctrl: 1<br />
Field Service: 5<br />
Quality: 4<br />
Maintenance: 4<br />
Inv Mgmt: 7<br />
Projects: 7<br />
AMM: 4<br />
MRP: 7<br />
Shipping/Receiving: 7<br />
Purchase management: 7<br />
SRM: 4<br />
Purch Scheduling: 4<br />
AR: 7<br />
AP: 7<br />
Currency Management: 7<br />
Fixed Assets: 7<br />
General ledger: 7<br />
Multi-site management: 7<br />
Payroll: 4<br />
Credit card processing: 4<br />
Rebates: 3<br />
Crystal reports: 0<br />
Dashboard/ BAQ: 0<br />
BPM: 0<br />
Security: 7<br />
Customization: 0<br />
User/ Fields: 0<br />
VBI: 0<br />
Connect series: 0<br />
Service connect: 0<br />
SDK: 0<br />
Active planner: 0<br />
Crystal decision: 0<br />
FRX reports: 0<br />
FRX forecast: 0<br />
Email: 0<br />
Smart forecast: 0<br />
IQS: 0<br />
Fathom: 0<br />
Open4 HR: 0<br />
Adv Print: 0<br />
Prog Dev: 0<br />
DM pro: 0<br />
PLM: 4<br />
MS project: 6<br />
MS video: 4<br />
E4se: 0<br />
Web EX: 7<br />
Signature: 0<br />
SharePoint: 6<br />
Clientele: 0<br />
Project management: 6<br />
Admin: 6<br />
Training and Education: 7<br />
Reporting: 7<br />
Revenue Generation: 5<br />
SOX compliance: 7<br />
Lean MFG: 6<br />
ROI Review: 5<br />
Third Party Logistics: 3<br />
Business Consulting: 7<br />
Signature Methodology: 7<br />
Vertical 1: Electronics<br />
Vertical 2: Automotive<br />
Vertical 3: Medical Device<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Julie began her career in IT while working for a manufacturing company in Central<br />
Ohio. She led the team that took their company from an antiquated paper-system to<br />
Vantage 6 while maintaining her responsibilities as Customer Service Manager. As a<br />
‘custom-shop,’ she was responsible for building product configurators that would<br />
facilitate the ordering of items with complex requirements and a variety of options<br />
for quotes, sales orders, purchase orders and jobs. Julie was also responsible for the<br />
day to day operations of the Production and Accounting Departments, assuring<br />
Vantage 6 was providing the necessary real-time information needed and operating<br />
efficiently. She has written User Guides and led training sessions for all modules utilized<br />
within the company. Noticing that Vantage 6 no longer met the needs of this<br />
growing company, she championed the upgrade from Vantage 6 to 8.03. This upgrade<br />
entailed data migration, configuration changes, the construction of new reports<br />
and end-user training.<br />
Julie Rittenhouse<br />
Consultant<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 310<br />
C: 740.607.7733<br />
Email: jrittenhouse@epicentererp.com<br />
Julie has successfully completed a configurator build for a custom international<br />
manufacturing and distribution plant. Her configurators allow them the ability to<br />
quote, build and sell their product in multiple units of measure and currency while<br />
giving them real-time inventory and sales information. She has worked with customers<br />
who are mid-project to ascertain their needs and concerns thus allowing them to<br />
stay on track with their implementation. Julie has also successfully completed the<br />
Epicor University Accounting and Manufacturing & Distribution Certifications and is<br />
proficient in Advanced Financial Reporting.<br />
Attended Wilmington College of Ohio with majors in Accounting and Economics
Product Skills<br />
Skills Matrix for:<br />
Julie Rittenhouse<br />
Consultant<br />
Business Skills<br />
Production: 6<br />
Financial: 6<br />
Distribution: 2<br />
Technical: 0<br />
CRM: 0<br />
Quote management: 6<br />
Order management: 7<br />
Pack out: 7<br />
Product configurator: 7<br />
EDI: 0<br />
Adv Production: 1<br />
Job Management: 7<br />
Scheduling: 4<br />
APS: 0<br />
Engineering: 4<br />
MES: 0<br />
Handheld: 0<br />
BC Label Ctrl: 0<br />
Field Service: 0<br />
Quality: 0<br />
Maintenance: 0<br />
Inv Mgmt: 6<br />
Projects: 0<br />
AMM: 0<br />
MRP: 7<br />
Shipping/Receiving: 6<br />
Purchase management: 4<br />
SRM: 0<br />
Purch Scheduling: 0<br />
AR: 7<br />
AP: 7<br />
Currency Management: 1<br />
Fixed Assets: 0<br />
General ledger: 6<br />
Multi-site management: 0<br />
Payroll: 0<br />
Credit card processing: 0<br />
Rebates: 0<br />
Crystal reports: 1<br />
Dashboard/ BAQ: 0<br />
BPM: 0<br />
Security: 7<br />
Customization: 0<br />
User/ Fields: 0<br />
VBI: 0<br />
Connect series: 0<br />
Service connect: 0<br />
SDK: 0<br />
Active planner: 0<br />
Crystal decision: 0<br />
FRX reports: 0<br />
FRX forecast: 0<br />
Email: 0<br />
Smart forecast: 0<br />
IQS: 0<br />
Fathom: 0<br />
Open4 HR: 0<br />
Adv Print: 0<br />
Prog Dev: 0<br />
DM pro: 0<br />
PLM: 0<br />
MS project: 0<br />
MS video: 0<br />
E4se: 7<br />
Web EX: 7<br />
Signature: 0<br />
SharePoint: 1<br />
Clientele: 0<br />
Project management: 0<br />
Admin: 0<br />
Training and Education: 7<br />
Reporting: 1<br />
Revenue Generation: 0<br />
SOX compliance: 0<br />
Lean MFG: 0<br />
ROI Review: 0<br />
Third Party Logistics: 0<br />
Business Consulting: 0<br />
Signature Methodology: 0<br />
Vertical 1:<br />
Vertical 2:<br />
Vertical 3:<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Brian’s expertise covers a vast array of technical areas. Interested in information technology<br />
from an early age, Brian’s IT knowledge enables him to adapt to different technological<br />
environments with relative ease.<br />
In addressing a project, Brian masterfully assesses a customer’s current status and doesn't<br />
only listen to what they want but figures out what they really need. He then will align his<br />
team of developers to address the tasks at hand to make what the customer needs from a<br />
development standpoint a reality.<br />
With 10 years of IT experience for manufacturing and distribution companies, Brian is<br />
proficient in at least half a dozen programming languages and numerous platforms.<br />
After gaining experience fulfilling various roles within an IT team structure, Brian now effectively<br />
manages all development for EpiCenter.<br />
Brian Johnson<br />
Director of Development<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 104<br />
C: 413.531.2859<br />
Email: bjohnsonn@epicentererp.com<br />
Some of Brian’s areas of expertise in Epicor are:<br />
-Customizations/BPMs<br />
-Data import and export<br />
-Business Objects<br />
-Installs and Patches<br />
-Server configuration and maintenance<br />
-System administration, server configuration, integration<br />
When Brian is included on a project, he is a key member and essential to the success of the<br />
objective at-hand. He and his team of developers will work day and night to ensure that a<br />
project is on-direction, on-time, and on-budget. m who
Product Skills<br />
Skills Matrix for:<br />
Brian Johnson<br />
Director of Development<br />
Business Skills<br />
Production: 3<br />
Financial: 1<br />
Distribution: 1<br />
Technical: 7<br />
CRM: 1<br />
Quote management: 3<br />
Order management: 4<br />
Pack out: 1<br />
Product configurator: 7<br />
Demand management: 0<br />
EDI: 0<br />
Adv Production: 2<br />
Job Management: 4<br />
Scheduling: 1<br />
APS: 1<br />
Engineering: 7<br />
MES: 4<br />
Handheld: 5<br />
BC Label Ctrl: 2<br />
Field Service: 0<br />
Quality: 1<br />
Maintenance: 0<br />
Inventory Management: 7<br />
Projects: 1<br />
AMM: 2<br />
MRP: 1<br />
Shipping/Receiving: 4<br />
Purchase Management: 2<br />
SRM: 0<br />
Purchase Scheduling: 2<br />
AR: 2<br />
AP: 2<br />
888.583.4526<br />
Currency Management: 0<br />
Fixed Assets: 0<br />
General ledger: 0<br />
Multi-site management: 4<br />
Payroll: 0<br />
Credit card processing: 2<br />
Rebates: 0<br />
Crystal reports: 7<br />
Dashboard/ BAQ: 7<br />
BPM: 7<br />
Security: 7<br />
Customization: 7<br />
User/ Fields: 7<br />
VBI: 0<br />
Connect series: 0<br />
Service connect: 7<br />
SDK: 7<br />
Active planner: 0<br />
Crystal decision: 0<br />
FRX reports: 0<br />
FRX forecast: 0<br />
Email: 7<br />
Smart forecast IQS: 2<br />
Fathom: 2<br />
Open4 HR: 0<br />
Adv Print: 1<br />
Prog Dev: 7<br />
DM pro: 0<br />
PLM: 0<br />
MS project: 0<br />
MS video: 0<br />
E4se: 0<br />
Web EX: 0<br />
Signature: 0<br />
SharePoint: 7<br />
Clientele: 0<br />
www.EpiCenterERP.com<br />
Project management: 5<br />
Admin: 7<br />
Training and Education: 7<br />
Reporting: 7<br />
Revenue Generation: 4<br />
SOX compliance: 0<br />
Lean MFG: 1<br />
ROI Review: 0<br />
Third Party Logistics: 0<br />
Business Consulting: 7<br />
Signature Methodology: 2<br />
Vertical 1: OS/ Servers<br />
Vertical 2: Installation/ Maintenance<br />
Vertical 3: Programming/ Customization/<br />
Service Connect<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Mark is a software developer with a flair for simplifying the complex with his multitude of<br />
toolsets. He has developed applications, modifications and reusable libraries using (amongst<br />
others):<br />
-Python<br />
-.NET (C#, Visual Basic, Iron Python)<br />
-C++<br />
-HTML, CSS, Javascript<br />
-SQL<br />
Mark engages in programming even outside of the office with pet projects involving web<br />
development and design, database development, graphics and game development,<br />
modifications to existing simulations, and helping out in open source communities that<br />
interest him.<br />
Mark Hildreth<br />
Software Developer<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 113<br />
C: 413.388.8248<br />
Email: mhildreth@epicentererp.com<br />
Mark uses his experience in creating large, complex software to be able to pick up new parts<br />
of the Epicor system as if they were his own, and leverage them in ways that go far beyond<br />
their original intention. His expertise in Epicor comes in the form of developing<br />
customizations using .NET, and BPMs / Data Definitions using Progress.<br />
Additionally, he uses the Epicor Business Objects to automate complex tasks into simple<br />
scripts and applications. Often, these scripts and applications take a fraction of the time to<br />
create due to his growing code base of previously completed common operations.<br />
B.S. Computer Science, Western New England University
Product Skills<br />
Skills Matrix for:<br />
Mark Hildreth<br />
Software Developer<br />
Business Skills<br />
Production: 3<br />
Financial: 3<br />
Distribution: 3<br />
Technical: 7<br />
CRM: 1<br />
Quote management: 2<br />
Order management: 2<br />
Pack out: 1<br />
Product configurator: 1<br />
Demand management: 0<br />
EDI: 1<br />
Adv Production: 1<br />
Job Management: 2<br />
Scheduling: 1<br />
APS: 1<br />
Engineering: 2<br />
MES: 1<br />
Handheld: 1<br />
BC Label Ctrl: 0<br />
Field Service: 0<br />
Quality: 0<br />
Maintenance: 0<br />
Inv Mgmt: 1<br />
Projects: 1<br />
AMM: 1<br />
MRP: 1<br />
Shipping/Receiving: 1<br />
Purchase management: 1<br />
SRM: 1<br />
Purch Scheduling: 1<br />
AR: 1<br />
AP: 1<br />
Currency Management: 1<br />
Fixed Assets: 1<br />
General ledger: 1<br />
Multi-site management: 1<br />
Payroll: 1<br />
Credit card processing: 1<br />
Rebates: 1<br />
Crystal reports: 7<br />
Dashboard/ BAQ: 7<br />
BPM: 7<br />
Security: 7<br />
Customization: 7<br />
User/ Fields: 7<br />
VBI: 0<br />
Connect series: 0<br />
Service connect: 5<br />
SDK: 3<br />
Active planner: 0<br />
Crystal decision: 0<br />
FRX reports: 0<br />
FRX forecast: 0<br />
Email: 0<br />
Smart forecast IQS: 0<br />
Fathom: 0<br />
Open4 HR: 0<br />
Adv Print: 0<br />
Prog Dev: 0<br />
DM pro: 0<br />
PLM: 0<br />
MS project: 0<br />
MS video: 0<br />
E4se: 0<br />
Web EX: 2<br />
Signature: 2<br />
SharePoint: 7<br />
Clientele: 5<br />
Project management: 3<br />
Admin: 5<br />
Training and Education: 5<br />
Reporting: 7<br />
Revenue Generation: 1<br />
SOX compliance: 0<br />
Lean MFG: 0<br />
ROI Review: 0<br />
Third Party Logistics: 0<br />
Business Consulting: 1<br />
Signature Methodology: 1<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Eric is a software developer with a great all-around background in development, as well as<br />
business operations management experience and knowledge. With that background, Eric<br />
understands the methodology behind any development work that he is doing and how it<br />
needs to be put together in order to fulfill the needs of the end user.<br />
Creating BPM’s that update data, set default values, and run external programs. Eric<br />
consistently makes customizations to Epicor modules such as customer maintenance,<br />
company maintenance, select serial number, purchase order entry, or any number of the<br />
other modules available in Epicor 9.<br />
Eric’s development experience includes work with:<br />
-Python<br />
-.NET (C#, Visual Basic, Iron Python)<br />
-HTML, CSS, Javascript<br />
-Progress<br />
Eric Blackwelder<br />
Software Developer<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 214<br />
C: 413.388.4218<br />
Email: eblackwelder@epicentererp.com<br />
Understanding how the “behind the scenes” work influences a system as a whole is<br />
extremely important, and is something that Eric focuses on taking care of. Ensuring that any<br />
customization work that is done to a customer’s Epicor 9 system will enable that company to<br />
operate on an optimal level is the main focus for Eric, and our other programming staff.<br />
B.S. in Operations Management– University of Massachusetts-Amherst
Product Skills<br />
Skills Matrix for:<br />
Eric Blackwelder<br />
Software Development<br />
Business Skills<br />
Production: 3<br />
Financial: 3<br />
Distribution: 1<br />
Technical: 7<br />
CRM: 3<br />
Quote management: 4<br />
Order management: 5<br />
Pack out: 1<br />
Product configurator: 4<br />
Demand management: 0<br />
EDI: 0<br />
Adv Production: 4<br />
Job Management: 3<br />
Scheduling: 2<br />
APS: 1<br />
Engineering: 3<br />
MES: 3<br />
Handheld: 3<br />
BC Label Ctrl: 0<br />
Field Service: 0<br />
Quality: 0<br />
Maintenance: 6<br />
Inv Mgmt: 0<br />
Projects: 0<br />
AMM: 3<br />
MRP: 2<br />
Shipping/Receiving: 2<br />
Purchase management: 2<br />
SRM: 0<br />
Purch Scheduling: 0<br />
AR: 3<br />
AP: 3<br />
888.583.4526<br />
Currency Management: 0<br />
Fixed Assets: 0<br />
General ledger: 0<br />
Multi-site management: 3<br />
Payroll: 0<br />
Credit card processing: 0<br />
Rebates: 0<br />
Crystal reports: 7<br />
Dashboard/ BAQ: 7<br />
BPM: 7<br />
Security: 3<br />
Customization: 7<br />
User/ Fields: 7<br />
VBI: 0<br />
Connect series: 0<br />
Service connect: 7<br />
SDK: 7<br />
Active planner: 0<br />
Crystal decision: 0<br />
FRX reports: 0<br />
FRX forecast: 0<br />
Email: 2<br />
Smart forecast IQS: 0<br />
Fathom: 0<br />
Open4 HR: 0<br />
Adv Print: 0<br />
Prog Dev: 0<br />
DM pro: 0<br />
PLM: 0<br />
MS project: 0<br />
MS video: 0<br />
E4se: 0<br />
Web EX: 0<br />
Signature: 0<br />
SharePoint: 7<br />
Clientele: 0<br />
www.EpiCenterERP.com<br />
Project management: 7<br />
Admin: 7<br />
Training and Education: 7<br />
Reporting: 7<br />
Revenue Generation: 4<br />
SOX compliance: 0<br />
Lean MFG: 1<br />
ROI Review: 0<br />
Third Party Logistics: 0<br />
Business Consulting: 7<br />
Signature Methodology: 2<br />
Vertical 1: Programming<br />
Vertical 2: Industry Manufacturing<br />
Vertical 3: Programming Customizations<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Garrett’s diverse technical background and extensive experience as an instructor/educator to<br />
those he has guided throughout his career, sets him apart from many in the technical world.<br />
Not only an accomplished software developer conducting modifications to systems, but<br />
Garrett also has the ability to take his vast array of technical knowledge and share it with<br />
those he is working with.<br />
Savvy in customizations with Epicor Business Objects, Garrett conducts training in and does<br />
work for our customers with:<br />
-BPM’s<br />
-BAQ’s<br />
-Crystal Report Modifications<br />
Garrett’s technical knowledge expands into the worlds of:<br />
Garrett OBrien<br />
Software Developer/<br />
Trainer<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 106<br />
C: 413.233.4567<br />
Email: gobrien@epicentererp.com<br />
-Java<br />
-C#<br />
-Progress<br />
-Python (to list a few)<br />
Overall, if you are looking for guidance in the technical world and need someone to train<br />
your IT staff in customizations, Garrett fits that mold perfectly. With a calm yet engaging<br />
disposition, Garrett will guide an IT staff through quite complex business systems<br />
modifications with a smile on his face the whole way.<br />
Garrett’s educational background:<br />
B.S. Electronics Engineering, DeVry University
Product Skills<br />
Skills Matrix for:<br />
Garrett OBrien<br />
Software Developer/ Trainer<br />
Business Skills<br />
Production: 1<br />
Financial: 1<br />
Distribution: 1<br />
Technical: 7<br />
CRM: 0<br />
Quote management: 0<br />
Order management: 0<br />
Pack out: 0<br />
Product configurator: 0<br />
Demand management: 0<br />
EDI: 0<br />
Adv Production: 0<br />
Job Management: 0<br />
Scheduling: 0<br />
APS: 0<br />
Engineering: 0<br />
MES: 4<br />
Handheld: 4<br />
BC Label Ctrl: 0<br />
Field Service: 0<br />
Quality: 0<br />
Maintenance: 0<br />
Inv Mgmt: 0<br />
Projects: 0<br />
AMM: 0<br />
MRP: 0<br />
Shipping/Receiving: 0<br />
Purchase management: 0<br />
SRM: 0<br />
Purch Scheduling: 0<br />
AR: 0<br />
AP: 0<br />
888.583.4526<br />
Currency Management: 0<br />
Fixed Assets: 0<br />
General ledger: 0<br />
Multi-site management: 0<br />
Payroll: 0<br />
Credit card processing: 4<br />
Rebates: 0<br />
Crystal reports: 7<br />
Dashboard/ BAQ: 7<br />
BPM: 7<br />
Security: 4<br />
Cust/Pers: 4<br />
User/ Fields: 7<br />
VBI: 0<br />
Connect series: 0<br />
Service connect: 7<br />
SDK: 7<br />
Active planner: 0<br />
Crystal decision: 7<br />
FRX reports: 0<br />
FRX forecast: 4<br />
Email: 4<br />
Smart forecast IQS: 0<br />
Fathom: 0<br />
Open4 HR: 0<br />
Adv Print: 0<br />
Prog Dev: 0<br />
DM pro: 0<br />
PLM: 0<br />
MS project: 0<br />
MS video: 0<br />
E4se: 0<br />
Web EX: 0<br />
Signature: 0<br />
SharePoint: 7<br />
Clientele: 0<br />
www.EpiCenterERP.com<br />
Project management: 7<br />
Admin: 7<br />
Training and Education: 7<br />
Reporting: 7<br />
Revenue Generation: 4<br />
SOX compliance: 0<br />
Lean MFG: 1<br />
ROI Review: 0<br />
Third Party Logistics: 0<br />
Business Consulting: 7<br />
Signature Methodology: 2<br />
Vertical 1: Programming<br />
Vertical 2: Industry Manufacturing<br />
Vertical 3: Programming Customizations<br />
1=Minimal Experience<br />
7=Masterful Experience<br />
info@EpiCenterERP.com
888.583.4526<br />
www.EpiCenterERP.com<br />
info@EpiCenterERP.com<br />
Nick brings more than 25 years of management and business experience to our team. Having<br />
been a consultant, manager, Chief Operating Officer, and business owner in the hospitality<br />
industry, he finally came to his senses and changed careers to pursue a long held passion<br />
for Information Technology. We are taking advantage of Nick’s experience managing large<br />
teams and complex multi-million dollar projects to better manage our own development<br />
efforts.<br />
With a proven track record of creating and implementing strategic planning initiatives, Nick<br />
has helped numerous businesses to become more efficient, staff to become more effective,<br />
goals to me made clear, and results to be made measurable.<br />
Nick Meszaros<br />
Project Coordinator/<br />
Software Developer<br />
CONTACT INFORMATION<br />
V: 413.568.1360 Ext. 119<br />
C: 413.212.2101<br />
Email: nmeszaros@epicentererp.com<br />
When Nick’s skills are not being leveraged to improve our development team’s ability to<br />
serve your needs with customized Epicor solutions, we let Nick participate in the development<br />
effort by programming in C# and pursue his original passion for database technology<br />
by working with OpenEdge/ABL.<br />
Nick is a graduate of Westfield State University. While attending WSU, Nick led a team of<br />
students to in a 3 year project to create a complex mission-critical software solution for managing<br />
a televised auction for a local charitable organization. He feels that his biggest accomplishment<br />
while pursuing his studies was his work with these students, all of whom are successfully<br />
pursuing IT careers today.<br />
B.S. in Computer Information Systems, Westfield State University