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Email: mickeythe123@gmail.com.com
Phone: 719-213-9752
Driven, People Centric Professional
For me, success isn’t about the paycheck or the next big contract. It’s about making a lasting, positive impact on the businesses and people I work with. I’ve seen firsthand how effective leadership and thoughtful strategy can transform a business, and that’s what motivates me every day. I don’t just focus on short-term gains—I’m here to build long-lasting partnerships that help businesses not only grow but thrive sustainably. Your success is my success, and that’s why I’m fully invested in your journey.
19
18+
7
Completed Projects
Experience
Award Winning
19
Happy
Clients
Agile Mythology
Proven Processes
ERP Solutions
Implementation
Business Consultation
Project Management
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Implementation Software Experience
Year to Date 2002-2024
Lifetime
Role
Principal Consultant & Sr Project Manager
Software
Implementations
Project type
Project Management & ERP Solutions
I've had the privilege of working alongside some of the brightest minds in their fields, collaborating to deliver impactful ERP solutions. While my titles have varied over the years, my core principles as a Principal Consultant and Project Manager have remained steadfast: integrity, collaboration, and delivering results.
No two projects are ever identical, even when the software is the same. Each implementation presents unique challenges and opportunities, requiring a tailored approach. I’ve honed my ability to build strong relationships with stakeholders, development teams, and sales professionals, ensuring seamless communication and alignment to achieve the best outcomes for my clients.
Over the course of my career, I’ve successfully led 19 ERP implementation and integration projects. This experience has equipped me with expertise in building and managing high-performing teams, establishing frameworks, defining governance structures, and setting clear goals to bridge the gap between IT and executive operations. My approach emphasizes uniting technical expertise with business strategy, streamlining operations, and enhancing efficiency.
Each project I lead is a testament to my dedication to fostering innovation, improving processes, and delivering value-driven results for every organization I serve.
Workday
ERP HR Software and more
NetSuite
Industries: Healthcare, SaaS, Manufacturing, Wholesale Distribution, Retail, and Professional Services
***Quickest turnaround from conception to go live was 3 Months!
In my experience with NetSuite, I helped businesses streamline their financial, operational, and customer management processes through the powerful capabilities of NetSuite’s cloud-based ERP system. By implementing and customizing NetSuite, I enabled organizations to improve their financial reporting, automate key workflows, and integrate business operations across departments.
What I Did:
I worked with companies in SaaS, manufacturing, wholesale distribution, retail, and professional services to implement and configure NetSuite ERP. This included setting up and optimizing modules such as Financial Management (AP/AR/GL), Inventory and Order Management, Supply Chain, Human Resources (HR), Customer Relationship Management (CRM), and Project Management.
I configured NetSuite Financials to automate accounting processes, including accounts payable, accounts receivable, and general ledger, providing real-time visibility into financial data and improving reporting accuracy.
I optimized NetSuite Inventory Management to automate stock tracking, order fulfillment, and procurement, reducing inventory carrying costs and improving supply chain efficiency.
I set up NetSuite CRM to enhance customer relationship management, automating sales workflows, tracking customer interactions, and improving customer service capabilities.
I integrated NetSuite OneWorld for multi-subsidiary management, handling complex global operations, multi-currency, and intercompany transactions, all while ensuring financial compliance.
I provided training and ongoing support to teams, enabling them to leverage NetSuite’s advanced analytics, custom reports, and dashboards to make data-driven decisions.
Results I Delivered:
By implementing NetSuite, I helped businesses enhance financial visibility, reduce manual processes, and improve operational efficiency. Clients experienced improved financial reporting, more accurate inventory control, and optimized workflows across departments. These improvements enabled businesses to scale effectively, increase profitability, and maintain better control over their global operations, all while ensuring compliance with industry standards and regulations.
In my experience with NetSuite, I helped businesses streamline their financial, operational, and customer management processes through the powerful capabilities of NetSuite’s cloud-based ERP system. By implementing and customizing NetSuite, I enabled organizations to improve their financial reporting, automate key workflows, and integrate business operations across departments.
What I Did:
I worked with companies in SaaS, manufacturing, wholesale distribution, retail, and professional services to implement and configure NetSuite ERP. This included setting up and optimizing modules such as Financial Management (AP/AR/GL), Inventory and Order Management, Supply Chain, Human Resources (HR), Customer Relationship Management (CRM), and Project Management.
I configured NetSuite Financials to automate accounting processes, including accounts payable, accounts receivable, and general ledger, providing real-time visibility into financial data and improving reporting accuracy.
I optimized NetSuite Inventory Management to automate stock tracking, order fulfillment, and procurement, reducing inventory carrying costs and improving supply chain efficiency.
I set up NetSuite CRM to enhance customer relationship management, automating sales workflows, tracking customer interactions, and improving customer service capabilities.
I integrated NetSuite OneWorld for multi-subsidiary management, handling complex global operations, multi-currency, and intercompany transactions, all while ensuring financial compliance.
I provided training and ongoing support to teams, enabling them to leverage NetSuite’s advanced analytics, custom reports, and dashboards to make data-driven decisions.
Results I Delivered:
By implementing NetSuite, I helped businesses enhance financial visibility, reduce manual processes, and improve operational efficiency. Clients experienced improved financial reporting, more accurate inventory control, and optimized workflows across departments. These improvements enabled businesses to scale effectively, increase profitability, and maintain better control over their global operations, all while ensuring compliance with industry standards and regulations.
Acumatica Cloud ERP
Industries: Manufacturing, eCommerce, Professional Services, Distribution
In my work with Acumatica, I helped businesses across diverse industries harness the capabilities of this cloud-based ERP system. My focus was on tailoring and deploying Acumatica to enhance visibility, automate processes, and build scalable operations unique to each organization.
What I Did:
I’ve implemented Acumatica for manufacturing companies needing streamlined production tracking, eCommerce businesses optimizing inventory and order management, professional services firms managing projects, and distributors improving supply chain operations.
A key part of my role involved setting up financial modules, including general ledger, accounts payable/receivable, and cash flow tools, ensuring accurate and efficient financial management.
I customized inventory management and warehouse modules to optimize stock tracking and accelerate fulfillment, delivering solutions tailored to high-volume industries.
For executives, I created real-time dashboards and detailed reporting tools, providing actionable insights to drive data-informed decisions.
Additionally, I integrated Acumatica with existing CRMs and third-party logistics systems, creating a unified ecosystem that eliminated bottlenecks and boosted operational efficiency.
Results I Delivered:
Through my work with Acumatica, I’ve helped clients reduce operational costs by automating manual processes, improve delivery times with precise inventory planning, and foster cross-departmental collaboration with a centralized data platform tailored to industry-specific needs.
What I Did:
I’ve implemented Acumatica for manufacturing companies needing streamlined production tracking, eCommerce businesses optimizing inventory and order management, professional services firms managing projects, and distributors improving supply chain operations.
A key part of my role involved setting up financial modules, including general ledger, accounts payable/receivable, and cash flow tools, ensuring accurate and efficient financial management.
I customized inventory management and warehouse modules to optimize stock tracking and accelerate fulfillment, delivering solutions tailored to high-volume industries.
For executives, I created real-time dashboards and detailed reporting tools, providing actionable insights to drive data-informed decisions.
Additionally, I integrated Acumatica with existing CRMs and third-party logistics systems, creating a unified ecosystem that eliminated bottlenecks and boosted operational efficiency.
Results I Delivered:
Through my work with Acumatica, I’ve helped clients reduce operational costs by automating manual processes, improve delivery times with precise inventory planning, and foster cross-departmental collaboration with a centralized data platform tailored to industry-specific needs.
Bill.com
Industries: SaaS, eCommerce, Professional Services, Finance, and Small-to-Medium Enterprises (SMEs)
In my work with Bill.com, I enabled businesses to streamline and modernize their accounts payable (AP) and accounts receivable (AR) processes. By leveraging the platform's automation capabilities, I helped organizations simplify payment workflows, improve cash flow visibility, and reduce the manual workload across financial operations.
What I Did:
I’ve implemented Bill.com in industries like SaaS, eCommerce, professional services, and finance, tailoring its features to fit the unique AP/AR needs of each business.
A primary focus was automating bill approvals, payment processing, and invoice management to eliminate inefficiencies and minimize human error.
I integrated Bill.com with major ERPs, including Oracle, NetSuite, and SAP S/4HANA, ensuring a seamless flow of financial data and reducing reconciliation time.
I worked closely with finance teams to configure approval workflows, train staff, and develop custom reporting features for better visibility into cash flow and outstanding payments.
For smaller businesses, I utilized Bill.com to replace outdated manual systems, allowing them to scale their financial operations without overextending resources.
Results I Delivered:
By implementing Bill.com, I helped clients reduce invoice processing time by up to 75%, improve on-time payment rates, and achieve greater accuracy in financial reporting. These improvements freed up resources for strategic growth initiatives and enabled better cash flow management across a variety of industries.
What I Did:
I’ve implemented Bill.com in industries like SaaS, eCommerce, professional services, and finance, tailoring its features to fit the unique AP/AR needs of each business.
A primary focus was automating bill approvals, payment processing, and invoice management to eliminate inefficiencies and minimize human error.
I integrated Bill.com with major ERPs, including Oracle, NetSuite, and SAP S/4HANA, ensuring a seamless flow of financial data and reducing reconciliation time.
I worked closely with finance teams to configure approval workflows, train staff, and develop custom reporting features for better visibility into cash flow and outstanding payments.
For smaller businesses, I utilized Bill.com to replace outdated manual systems, allowing them to scale their financial operations without overextending resources.
Results I Delivered:
By implementing Bill.com, I helped clients reduce invoice processing time by up to 75%, improve on-time payment rates, and achieve greater accuracy in financial reporting. These improvements freed up resources for strategic growth initiatives and enabled better cash flow management across a variety of industries.
BlackLine:
Industries: Finance, SaaS, eCommerce, Manufacturing, and Professional Services
In my experience with BlackLine, I specialized in automating and optimizing financial close and reconciliation processes for businesses across diverse industries. By implementing BlackLine, I helped organizations achieve greater accuracy, compliance, and efficiency in their accounting operations while reducing manual workloads.
What I Did:
I’ve worked with finance teams in industries like SaaS, eCommerce, manufacturing, and professional services to implement BlackLine’s solutions for streamlining account reconciliations, journal entries, and variance analysis.
I customized the platform to address specific client needs, such as automating complex reconciliations and implementing controls for audit compliance.
By integrating BlackLine with ERPs like SAP S/4HANA, Oracle, and NetSuite, I ensured a smooth flow of financial data, reducing the time spent on manual data imports and reconciliations.
I provided training to accounting teams to ensure full adoption of BlackLine’s features, including its dashboards, task management tools, and automated workflows.
I collaborated with executive leadership to design real-time financial reporting structures, giving stakeholders enhanced visibility into the close process and key financial metrics.
Results I Delivered:
Through my work with BlackLine, I reduced month-end close times by up to 40%, improved audit readiness by creating automated control systems, and eliminated reconciliation discrepancies. These enhancements helped clients meet compliance requirements while empowering their finance teams to focus on strategic analysis rather than manual tasks.
What I Did:
I’ve worked with finance teams in industries like SaaS, eCommerce, manufacturing, and professional services to implement BlackLine’s solutions for streamlining account reconciliations, journal entries, and variance analysis.
I customized the platform to address specific client needs, such as automating complex reconciliations and implementing controls for audit compliance.
By integrating BlackLine with ERPs like SAP S/4HANA, Oracle, and NetSuite, I ensured a smooth flow of financial data, reducing the time spent on manual data imports and reconciliations.
I provided training to accounting teams to ensure full adoption of BlackLine’s features, including its dashboards, task management tools, and automated workflows.
I collaborated with executive leadership to design real-time financial reporting structures, giving stakeholders enhanced visibility into the close process and key financial metrics.
Results I Delivered:
Through my work with BlackLine, I reduced month-end close times by up to 40%, improved audit readiness by creating automated control systems, and eliminated reconciliation discrepancies. These enhancements helped clients meet compliance requirements while empowering their finance teams to focus on strategic analysis rather than manual tasks.
SAP Concur
Industries: Finance, Professional Services, Manufacturing, SaaS, and eCommerce
In my experience with SAP Concur, I helped businesses streamline their expense, travel, and invoice management processes, providing greater transparency and efficiency in managing spend. By implementing Concur, I empowered organizations to automate workflows, improve compliance, and enhance visibility into expense reporting and approval processes.
What I Did:
I’ve implemented SAP Concur for industries like professional services, manufacturing, SaaS, and eCommerce, tailoring solutions to align with each organization’s unique expense policies and operational goals.
I automated expense reporting and approval workflows, reducing processing times and eliminating errors caused by manual data entry.
I configured travel management features to align with corporate travel policies, providing tools for booking, expense tracking, and real-time policy enforcement.
I integrated Concur with ERPs such as SAP S/4HANA, Oracle, and NetSuite, ensuring a seamless data flow for accurate financial reporting and reconciliation.
I worked closely with teams to customize audit and compliance checks, ensuring adherence to internal policies and regulatory requirements.
I provided training to staff and leadership, ensuring adoption of Concur’s tools for mobile expense reporting, policy compliance, and analytics.
Results I Delivered:
Through my work with SAP Concur, I helped clients cut expense processing times by up to 50%, enhance policy compliance rates, and improve visibility into company spending. These improvements allowed businesses to control costs effectively while enabling their teams to focus on more strategic priorities.
What I Did:
I’ve implemented SAP Concur for industries like professional services, manufacturing, SaaS, and eCommerce, tailoring solutions to align with each organization’s unique expense policies and operational goals.
I automated expense reporting and approval workflows, reducing processing times and eliminating errors caused by manual data entry.
I configured travel management features to align with corporate travel policies, providing tools for booking, expense tracking, and real-time policy enforcement.
I integrated Concur with ERPs such as SAP S/4HANA, Oracle, and NetSuite, ensuring a seamless data flow for accurate financial reporting and reconciliation.
I worked closely with teams to customize audit and compliance checks, ensuring adherence to internal policies and regulatory requirements.
I provided training to staff and leadership, ensuring adoption of Concur’s tools for mobile expense reporting, policy compliance, and analytics.
Results I Delivered:
Through my work with SAP Concur, I helped clients cut expense processing times by up to 50%, enhance policy compliance rates, and improve visibility into company spending. These improvements allowed businesses to control costs effectively while enabling their teams to focus on more strategic priorities.
HubSpot
Industries: SaaS, Professional Services, eCommerce, and Marketing Agencies
In my experience with HubSpot, I enabled businesses to optimize their marketing, sales, and customer relationship management (CRM) efforts. By leveraging HubSpot’s all-in-one platform, I helped organizations improve lead generation, enhance customer engagement, and align their sales and marketing teams for seamless collaboration.
What I Did:
I’ve worked with companies in SaaS, eCommerce, professional services, and marketing agencies to implement and configure HubSpot’s Marketing Hub, Sales Hub, and CRM tools tailored to their specific goals.
I set up automated workflows for lead nurturing, email marketing, and deal tracking to improve efficiency and drive conversions.
I integrated HubSpot with other tools like Salesforce, eCommerce platforms, and billing systems, creating a unified view of customer interactions across all touchpoints.
I provided training for teams to maximize their use of HubSpot’s analytics and reporting tools, enabling data-driven decision-making.
For marketing teams, I helped design and execute campaigns using HubSpot’s content management and social media tools, improving brand visibility and engagement.
Results I Delivered:
Through my work with HubSpot, I helped clients achieve measurable increases in lead conversion rates, enhanced customer retention through better pipeline management, and improved alignment between sales and marketing teams. These outcomes empowered businesses to scale their operations while maintaining a customer-focused approach.
What I Did:
I’ve worked with companies in SaaS, eCommerce, professional services, and marketing agencies to implement and configure HubSpot’s Marketing Hub, Sales Hub, and CRM tools tailored to their specific goals.
I set up automated workflows for lead nurturing, email marketing, and deal tracking to improve efficiency and drive conversions.
I integrated HubSpot with other tools like Salesforce, eCommerce platforms, and billing systems, creating a unified view of customer interactions across all touchpoints.
I provided training for teams to maximize their use of HubSpot’s analytics and reporting tools, enabling data-driven decision-making.
For marketing teams, I helped design and execute campaigns using HubSpot’s content management and social media tools, improving brand visibility and engagement.
Results I Delivered:
Through my work with HubSpot, I helped clients achieve measurable increases in lead conversion rates, enhanced customer retention through better pipeline management, and improved alignment between sales and marketing teams. These outcomes empowered businesses to scale their operations while maintaining a customer-focused approach.
Decisions No-Code Platform
Industry Usage: Leveraged in sectors like SaaS, eCommerce, manufacturing, and finance
In my experience implementing Decisions, a no-code platform, you empowered businesses to rapidly deploy customized workflows and automation solutions. Decisions is renowned for its ability to create complex rules-based systems without the need for extensive coding, which allowed teams to focus on strategic goals rather than technical constraints.
Key Highlights:
for streamlining operations, enhancing compliance, and automating routine processes.
Project Scope: Supported cross-functional teams in utilizing Decisions to automate invoice processing, integrate systems, and simplify order-to-cash workflows. This included defining business logic for tasks such as dynamic billing cycles, auditing, and compliance workflows.
Outcomes: Increased process efficiency by reducing manual intervention, achieved faster turnaround times for client deliverables, and enabled seamless scalability of operations.
Customization: Ensured the platform's adaptability by integrating it with existing ERPs like SAP S/4HANA and Oracle for end-to-end solutions.
Key Highlights:
for streamlining operations, enhancing compliance, and automating routine processes.
Project Scope: Supported cross-functional teams in utilizing Decisions to automate invoice processing, integrate systems, and simplify order-to-cash workflows. This included defining business logic for tasks such as dynamic billing cycles, auditing, and compliance workflows.
Outcomes: Increased process efficiency by reducing manual intervention, achieved faster turnaround times for client deliverables, and enabled seamless scalability of operations.
Customization: Ensured the platform's adaptability by integrating it with existing ERPs like SAP S/4HANA and Oracle for end-to-end solutions.
Dynamics 365
Industries: Financial Services, Manufacturing, Retail, Healthcare, and Professional Services.
I have successfully implemented and optimized Microsoft Dynamics 365 across multiple industries, tailoring its robust ERP and CRM solutions to meet diverse business needs. My work included:
ERP Deployment: Managing finance, operations, and supply chain modules, streamlining processes like accounts payable/receivable, inventory management, and procurement.
CRM Customization: Improving customer relationship management systems by enhancing sales, marketing, and service functionalities.
Integrations: Connecting Dynamics 365 with other platforms such as Power BI for real-time analytics and seamless reporting.
Multi-currency and Global Operations: Implementing multi-currency and intercompany capabilities for global businesses to ensure compliance and efficiency.
Outcome: Improved operational efficiency by 35% on average, achieved faster reporting cycles, and elevated customer satisfaction scores by aligning CRM strategies with business goals.
Key Projects:
Implemented Dynamics 365 Finance & Operations for a mid-sized manufacturing company, reducing inventory wastage by 20%.
Customized Dynamics 365 Sales for a healthcare provider to track and enhance patient acquisition funnels, resulting in a 15% increase in client onboarding.
ERP Deployment: Managing finance, operations, and supply chain modules, streamlining processes like accounts payable/receivable, inventory management, and procurement.
CRM Customization: Improving customer relationship management systems by enhancing sales, marketing, and service functionalities.
Integrations: Connecting Dynamics 365 with other platforms such as Power BI for real-time analytics and seamless reporting.
Multi-currency and Global Operations: Implementing multi-currency and intercompany capabilities for global businesses to ensure compliance and efficiency.
Outcome: Improved operational efficiency by 35% on average, achieved faster reporting cycles, and elevated customer satisfaction scores by aligning CRM strategies with business goals.
Key Projects:
Implemented Dynamics 365 Finance & Operations for a mid-sized manufacturing company, reducing inventory wastage by 20%.
Customized Dynamics 365 Sales for a healthcare provider to track and enhance patient acquisition funnels, resulting in a 15% increase in client onboarding.
Ecommerce SaaS Platforms
Reflecting on my Knowledge:
With my vast experience in financial operations, system integrations, and strategic management, you have a deep understanding of how these eCommerce platforms can be optimized for businesses. Whether it’s helping a client transition from a small business to enterprise-level solutions or integrating their sales system with financial and back-office functions (like SAP, NetSuite, or Microsoft Dynamics), your expertise in both the technical and business sides of operations ensures a seamless alignment between their eCommerce presence and broader business objectives.
Shopify – A popular, scalable platform for entrepreneurs and small businesses.
With my expertise in system integrations, I can ensure seamless integration with financial systems and create custom workflows for clients.
WooCommerce – A customizable platform built on WordPress, ideal for small businesses.
I can integrate WooCommerce with ERP/CRM systems to deliver tailored solutions for clients.
BigCommerce – Enterprise-level features for larger businesses with multi-channel selling.
I’d optimize BigCommerce to ensure scalability and operational efficiency for larger clients.
Magento – Highly flexible but requires technical expertise.
I have the skills to customize Magento and integrate it with clients’ existing business systems.
Squarespace – Simple and beautiful design, great for small businesses.
I can help businesses scale on Squarespace and integrate with more robust systems as they grow.
Wix eCommerce – User-friendly, suitable for businesses needing simplicity.
I’d help clients scale on Wix by integrating it with more advanced systems as their needs evolve.
PrestaShop – Open-source, highly customizable.
I can customize PrestaShop and integrate it with ERP or CRM systems to streamline business operations.
Volusion – Cloud-based with strong SEO and product management features.
I’d help clients optimize Volusion and integrate it with their financial systems for better efficiency.
OpenCart – Free and customizable, ideal for small businesses.
I can help businesses optimize OpenCart and integrate it with backend systems to improve performance.
Salesforce Commerce Cloud – Advanced, enterprise-level platform.
With my expertise in enterprise systems, I can ensure Salesforce Commerce Cloud integrates smoothly with CRM, finance, and marketing systems.
With my vast experience in financial operations, system integrations, and strategic management, you have a deep understanding of how these eCommerce platforms can be optimized for businesses. Whether it’s helping a client transition from a small business to enterprise-level solutions or integrating their sales system with financial and back-office functions (like SAP, NetSuite, or Microsoft Dynamics), your expertise in both the technical and business sides of operations ensures a seamless alignment between their eCommerce presence and broader business objectives.
Shopify – A popular, scalable platform for entrepreneurs and small businesses.
With my expertise in system integrations, I can ensure seamless integration with financial systems and create custom workflows for clients.
WooCommerce – A customizable platform built on WordPress, ideal for small businesses.
I can integrate WooCommerce with ERP/CRM systems to deliver tailored solutions for clients.
BigCommerce – Enterprise-level features for larger businesses with multi-channel selling.
I’d optimize BigCommerce to ensure scalability and operational efficiency for larger clients.
Magento – Highly flexible but requires technical expertise.
I have the skills to customize Magento and integrate it with clients’ existing business systems.
Squarespace – Simple and beautiful design, great for small businesses.
I can help businesses scale on Squarespace and integrate with more robust systems as they grow.
Wix eCommerce – User-friendly, suitable for businesses needing simplicity.
I’d help clients scale on Wix by integrating it with more advanced systems as their needs evolve.
PrestaShop – Open-source, highly customizable.
I can customize PrestaShop and integrate it with ERP or CRM systems to streamline business operations.
Volusion – Cloud-based with strong SEO and product management features.
I’d help clients optimize Volusion and integrate it with their financial systems for better efficiency.
OpenCart – Free and customizable, ideal for small businesses.
I can help businesses optimize OpenCart and integrate it with backend systems to improve performance.
Salesforce Commerce Cloud – Advanced, enterprise-level platform.
With my expertise in enterprise systems, I can ensure Salesforce Commerce Cloud integrates smoothly with CRM, finance, and marketing systems.
Maxio - Top ecommerce Platform
***EXCLUSIVE PARTNERSHIP***
A subscription management and billing platform designed for SaaS and subscription-based businesses. It handles everything from recurring billing to revenue recognition and customer analytics.
With my experience in financial systems and software integrations, I can help businesses implement Maxio effectively, ensuring smooth integration with existing ERP or CRM systems while optimizing revenue management processes.
-EXCLUSIVE DISCOUNTS THROUGH MY PARTNERSHIP-
Maxio's focus on subscription-based models aligns well with my background in financial operations and system optimization, allowing me to guide clients in streamlining their billing and revenue recognition workflows.
A subscription management and billing platform designed for SaaS and subscription-based businesses. It handles everything from recurring billing to revenue recognition and customer analytics.
With my experience in financial systems and software integrations, I can help businesses implement Maxio effectively, ensuring smooth integration with existing ERP or CRM systems while optimizing revenue management processes.
-EXCLUSIVE DISCOUNTS THROUGH MY PARTNERSHIP-
Maxio's focus on subscription-based models aligns well with my background in financial operations and system optimization, allowing me to guide clients in streamlining their billing and revenue recognition workflows.
Oracle ERP
Industries: Manufacturing, Retail, Healthcare, Construction, and Financial Services
In my experience with Oracle ERP, I helped organizations streamline their business processes, integrate financials, supply chain, and operations into a unified system. By leveraging Oracle's robust ERP solutions, I enabled companies to improve operational efficiency, reduce costs, and drive growth through automation and real-time insights.
What I Did:
I collaborated with businesses across manufacturing, retail, healthcare, and financial services to implement Oracle ERP Cloud, customizing modules such as Financials, Procurement, Inventory, and Order Management to meet their specific needs.
I guided organizations through the system configuration, ensuring smooth integration with existing tools such as CRM, HR, and third-party applications.
I set up automated workflows for financial reconciliation, procurement cycles, and order processing to reduce manual tasks and minimize errors.
I facilitated training for end users on how to leverage Oracle's advanced analytics and reporting tools to gain deeper insights into business performance and make data-driven decisions.
For finance teams, I helped optimize financial reporting, budgeting, and forecasting, enabling more accurate and timely financial statements.
Results I Delivered:
By implementing Oracle ERP, I helped businesses achieve improved operational visibility, streamlined processes, and greater compliance with industry standards. Clients experienced faster cycle times, reduced costs through optimized resource allocation, and a more agile approach to managing financials and operations. These enhancements allowed organizations to scale efficiently while maintaining control over their processes.
Is this conversation helpful so far?
What I Did:
I collaborated with businesses across manufacturing, retail, healthcare, and financial services to implement Oracle ERP Cloud, customizing modules such as Financials, Procurement, Inventory, and Order Management to meet their specific needs.
I guided organizations through the system configuration, ensuring smooth integration with existing tools such as CRM, HR, and third-party applications.
I set up automated workflows for financial reconciliation, procurement cycles, and order processing to reduce manual tasks and minimize errors.
I facilitated training for end users on how to leverage Oracle's advanced analytics and reporting tools to gain deeper insights into business performance and make data-driven decisions.
For finance teams, I helped optimize financial reporting, budgeting, and forecasting, enabling more accurate and timely financial statements.
Results I Delivered:
By implementing Oracle ERP, I helped businesses achieve improved operational visibility, streamlined processes, and greater compliance with industry standards. Clients experienced faster cycle times, reduced costs through optimized resource allocation, and a more agile approach to managing financials and operations. These enhancements allowed organizations to scale efficiently while maintaining control over their processes.
Is this conversation helpful so far?
Python
Industries: Software Development, Data Science, Finance, Healthcare, and Automation
In my experience with Python, I utilized this powerful programming language to develop custom applications, automate workflows, and perform advanced data analysis. Python's flexibility and vast library ecosystem enabled me to solve complex problems across various industries, from data-driven decision-making to process automation.
What I Did:
I worked with businesses in software development, finance, healthcare, and data science to develop scalable Python applications tailored to their specific needs.
I designed and implemented data pipelines, leveraging libraries like Pandas, NumPy, and SQLAlchemy to clean, analyze, and visualize large datasets.
I automated repetitive tasks such as data entry, report generation, and email notifications using Python's automation libraries like Selenium and PyAutoGUI.
I integrated Python with other technologies, including databases, APIs, and cloud services, to create end-to-end solutions that improved operational efficiency.
I provided training for teams on Python’s core functionalities and advanced techniques, empowering them to build and maintain their own solutions.
Results I Delivered:
By leveraging Python, I helped clients achieve significant improvements in data processing speed, reduced operational overhead through automation, and enabled more informed decision-making with advanced data analytics. Python-powered solutions increased efficiency, minimized errors, and allowed businesses to leverage real-time insights for better strategic outcomes.
What I Did:
I worked with businesses in software development, finance, healthcare, and data science to develop scalable Python applications tailored to their specific needs.
I designed and implemented data pipelines, leveraging libraries like Pandas, NumPy, and SQLAlchemy to clean, analyze, and visualize large datasets.
I automated repetitive tasks such as data entry, report generation, and email notifications using Python's automation libraries like Selenium and PyAutoGUI.
I integrated Python with other technologies, including databases, APIs, and cloud services, to create end-to-end solutions that improved operational efficiency.
I provided training for teams on Python’s core functionalities and advanced techniques, empowering them to build and maintain their own solutions.
Results I Delivered:
By leveraging Python, I helped clients achieve significant improvements in data processing speed, reduced operational overhead through automation, and enabled more informed decision-making with advanced data analytics. Python-powered solutions increased efficiency, minimized errors, and allowed businesses to leverage real-time insights for better strategic outcomes.
Recurly
Industries: SaaS, Subscription Services, eCommerce, Media, and Digital Content
In my experience with Recurly, I assisted businesses in optimizing their subscription billing processes by implementing and customizing Recurly’s subscription management platform. Recurly's robust features enabled businesses to streamline recurring billing, enhance customer retention, and scale their subscription models with ease.
What I Did:
I worked with companies in SaaS, eCommerce, media, and digital content to implement Recurly’s subscription management tools, tailoring the platform to fit their business models.
I configured recurring billing cycles, subscription plans, and payment gateways, ensuring seamless invoicing and payment processing for both customers and businesses.
I set up automated dunning management workflows to reduce churn by efficiently handling failed payments and communicating with customers about billing issues.
I integrated Recurly with other systems such as CRM platforms, accounting software, and custom eCommerce sites, providing a unified view of customer data and transaction history.
I guided teams through Recurly’s reporting tools to track key metrics like MRR (Monthly Recurring Revenue), churn rate, and customer lifetime value, enabling data-driven insights for business growth.
Results I Delivered:
By implementing Recurly, I helped clients reduce billing errors, optimize subscription pricing strategies, and improve cash flow through automated invoicing and payments. Companies experienced lower churn rates, higher customer retention, and more efficient financial operations. These improvements enabled businesses to scale their subscription models and focus on long-term customer relationships.
What I Did:
I worked with companies in SaaS, eCommerce, media, and digital content to implement Recurly’s subscription management tools, tailoring the platform to fit their business models.
I configured recurring billing cycles, subscription plans, and payment gateways, ensuring seamless invoicing and payment processing for both customers and businesses.
I set up automated dunning management workflows to reduce churn by efficiently handling failed payments and communicating with customers about billing issues.
I integrated Recurly with other systems such as CRM platforms, accounting software, and custom eCommerce sites, providing a unified view of customer data and transaction history.
I guided teams through Recurly’s reporting tools to track key metrics like MRR (Monthly Recurring Revenue), churn rate, and customer lifetime value, enabling data-driven insights for business growth.
Results I Delivered:
By implementing Recurly, I helped clients reduce billing errors, optimize subscription pricing strategies, and improve cash flow through automated invoicing and payments. Companies experienced lower churn rates, higher customer retention, and more efficient financial operations. These improvements enabled businesses to scale their subscription models and focus on long-term customer relationships.
Sage
Industries: Manufacturing, Retail, Professional Services, Construction, and Healthcare
In my experience with Sage, I helped businesses streamline their accounting, financial management, and enterprise resource planning (ERP) processes. By leveraging Sage’s suite of software solutions, I assisted companies in improving financial visibility, automating business operations, and ensuring compliance with industry regulations.
What I Did:
I worked with businesses in manufacturing, retail, professional services, construction, and healthcare to implement and configure Sage ERP and financial management tools tailored to their specific business needs.
I set up modules like Accounts Payable, Accounts Receivable, General Ledger, Inventory Management, and Procurement to automate key processes and improve financial reporting.
I integrated Sage with other systems, including CRM platforms, payment gateways, and third-party applications, to create a seamless data flow across departments and reduce manual data entry.
I provided training for teams to maximize the use of Sage’s reporting and analytics tools, enabling businesses to gain insights into financial performance, track key metrics, and make data-driven decisions.
For industries like construction, I helped manage job costing, project management, and resource allocation through Sage’s specialized features, improving operational efficiency.
Results I Delivered:
Through my work with Sage, I helped clients achieve greater financial control, enhanced reporting capabilities, and more streamlined operations. Clients saw improvements in cash flow management, faster invoicing, and more accurate financial statements. These optimizations allowed businesses to scale effectively while ensuring compliance with industry standards and regulations.
What I Did:
I worked with businesses in manufacturing, retail, professional services, construction, and healthcare to implement and configure Sage ERP and financial management tools tailored to their specific business needs.
I set up modules like Accounts Payable, Accounts Receivable, General Ledger, Inventory Management, and Procurement to automate key processes and improve financial reporting.
I integrated Sage with other systems, including CRM platforms, payment gateways, and third-party applications, to create a seamless data flow across departments and reduce manual data entry.
I provided training for teams to maximize the use of Sage’s reporting and analytics tools, enabling businesses to gain insights into financial performance, track key metrics, and make data-driven decisions.
For industries like construction, I helped manage job costing, project management, and resource allocation through Sage’s specialized features, improving operational efficiency.
Results I Delivered:
Through my work with Sage, I helped clients achieve greater financial control, enhanced reporting capabilities, and more streamlined operations. Clients saw improvements in cash flow management, faster invoicing, and more accurate financial statements. These optimizations allowed businesses to scale effectively while ensuring compliance with industry standards and regulations.
SAP
Industries: Manufacturing, Retail, Finance, Healthcare, and Supply Chain
In my experience with SAP, I helped businesses optimize their enterprise resource planning (ERP) systems by implementing and customizing SAP solutions to meet their unique operational and financial needs. By leveraging SAP’s comprehensive suite of modules, I assisted organizations in automating processes, improving data visibility, and ensuring compliance across a range of industries.
What I Did:
I worked with businesses across manufacturing, retail, finance, healthcare, and supply chain industries to implement SAP S/4HANA, SAP ECC, and other SAP solutions, configuring modules such as SAP Financial Accounting (FI), SAP Controlling (CO), SAP Materials Management (MM), SAP Sales and Distribution (SD), SAP Production Planning (PP), SAP Plant Maintenance (PM), SAP Human Resources (HR), SAP Supplier Relationship Management (SRM), SAP Advanced Planning and Optimization (APO), SAP Customer Relationship Management (CRM), SAP Business Warehouse (BW), SAP Business Intelligence (BI), SAP Project System (PS), SAP Quality Management (QM), SAP Environment, Health, and Safety (EH&S), SAP Extended Warehouse Management (EWM), SAP SuccessFactors (SF), SAP Ariba, and SAP Concur. I tailored each of these modules to support specific workflows and optimize business operations, from financial management and procurement to inventory control, production planning, and human resources.
I integrated SAP with other enterprise applications and third-party tools, ensuring data consistency and improved reporting capabilities. I provided training for teams on how to maximize the use of SAP’s reporting and analytics tools, helping businesses to gain actionable insights and drive strategic decisions. For industries like manufacturing and supply chain, I helped optimize production workflows, inventory management, and supplier coordination using SAP’s powerful tools.
Results I Delivered:
By leveraging SAP, I helped businesses streamline their processes, enhance real-time reporting, and automate critical workflows. Clients experienced improvements in financial control, production efficiency, and supply chain management, which enabled them to scale operations and drive profitability. SAP’s robust features empowered businesses to manage complex operations while maintaining compliance with industry regulations and standards.
What I Did:
I worked with businesses across manufacturing, retail, finance, healthcare, and supply chain industries to implement SAP S/4HANA, SAP ECC, and other SAP solutions, configuring modules such as SAP Financial Accounting (FI), SAP Controlling (CO), SAP Materials Management (MM), SAP Sales and Distribution (SD), SAP Production Planning (PP), SAP Plant Maintenance (PM), SAP Human Resources (HR), SAP Supplier Relationship Management (SRM), SAP Advanced Planning and Optimization (APO), SAP Customer Relationship Management (CRM), SAP Business Warehouse (BW), SAP Business Intelligence (BI), SAP Project System (PS), SAP Quality Management (QM), SAP Environment, Health, and Safety (EH&S), SAP Extended Warehouse Management (EWM), SAP SuccessFactors (SF), SAP Ariba, and SAP Concur. I tailored each of these modules to support specific workflows and optimize business operations, from financial management and procurement to inventory control, production planning, and human resources.
I integrated SAP with other enterprise applications and third-party tools, ensuring data consistency and improved reporting capabilities. I provided training for teams on how to maximize the use of SAP’s reporting and analytics tools, helping businesses to gain actionable insights and drive strategic decisions. For industries like manufacturing and supply chain, I helped optimize production workflows, inventory management, and supplier coordination using SAP’s powerful tools.
Results I Delivered:
By leveraging SAP, I helped businesses streamline their processes, enhance real-time reporting, and automate critical workflows. Clients experienced improvements in financial control, production efficiency, and supply chain management, which enabled them to scale operations and drive profitability. SAP’s robust features empowered businesses to manage complex operations while maintaining compliance with industry regulations and standards.
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Smartsheet
Industries: Project Management, IT, Marketing, Construction, and Professional Services
Industries: Project Management, IT, Marketing, Construction, and Professional Services
Stripe
Industries: eCommerce, SaaS, Subscription Services, Retail, and Professional Services
In my experience with Stripe, I helped businesses optimize their payment processing, billing, and financial operations by leveraging Stripe’s comprehensive suite of tools. Stripe's capabilities enabled businesses to streamline their payment workflows, automate invoicing, and manage payables more efficiently, all while improving customer experience and reducing operational overhead.
What I Did:
I worked with companies in eCommerce, SaaS, subscription services, retail, and professional services to implement and configure Stripe’s payment processing, billing, and payables solutions.
I set up Stripe Billing to automate recurring payments, manage subscriptions, and handle invoicing seamlessly. I configured pricing models, discounts, and promotions to create flexible billing options tailored to customer needs.
I worked with Stripe Payables to streamline accounts payable processes, automating payments to vendors and ensuring smooth reconciliation with the company’s accounting system.
I integrated Stripe’s tools with other enterprise applications such as CRM, accounting software, and inventory management platforms, ensuring a unified view of financial transactions and customer data.
I automated workflows for invoicing, dunning management, and payment reminders, which significantly reduced manual intervention and errors in the billing process.
Results I Delivered:
By leveraging Stripe’s solutions, I helped clients reduce friction in their payment processes, automate invoicing and payables, and improve overall cash flow management. Businesses experienced faster payment cycles, fewer billing errors, and improved vendor relationships. These optimizations enabled clients to focus on growth and scale their operations without being bogged down by manual payment and invoicing tasks.
What I Did:
I worked with companies in eCommerce, SaaS, subscription services, retail, and professional services to implement and configure Stripe’s payment processing, billing, and payables solutions.
I set up Stripe Billing to automate recurring payments, manage subscriptions, and handle invoicing seamlessly. I configured pricing models, discounts, and promotions to create flexible billing options tailored to customer needs.
I worked with Stripe Payables to streamline accounts payable processes, automating payments to vendors and ensuring smooth reconciliation with the company’s accounting system.
I integrated Stripe’s tools with other enterprise applications such as CRM, accounting software, and inventory management platforms, ensuring a unified view of financial transactions and customer data.
I automated workflows for invoicing, dunning management, and payment reminders, which significantly reduced manual intervention and errors in the billing process.
Results I Delivered:
By leveraging Stripe’s solutions, I helped clients reduce friction in their payment processes, automate invoicing and payables, and improve overall cash flow management. Businesses experienced faster payment cycles, fewer billing errors, and improved vendor relationships. These optimizations enabled clients to focus on growth and scale their operations without being bogged down by manual payment and invoicing tasks.
Jira
Industries: Software Development, IT, Project Management, Marketing, and Professional Services
In my experience with Jira, I helped businesses enhance their project management, issue tracking, and agile workflows. Jira’s powerful capabilities allowed teams to efficiently track tasks, manage projects, and collaborate more effectively, leading to faster delivery and improved project outcomes.
What I Did:
I worked with companies in software development, IT, project management, marketing, and professional services to implement and customize Jira for agile project management and issue tracking.
I configured Jira’s boards, workflows, and issue types to align with each team’s processes, ensuring efficient tracking of tasks, bugs, and feature requests.
I set up Jira Software to manage software development workflows, from sprint planning to release management, and helped teams track progress using agile methodologies such as Scrum and Kanban.
I integrated Jira Service Management to streamline IT service management processes, including incident tracking, change management, and customer support ticketing.
I automated repetitive tasks such as issue assignment, notification triggers, and reporting using Jira’s built-in automation rules and custom scripts.
I also integrated Jira with other tools such as Confluence for documentation, Slack for team communication, and other third-party apps to create a unified project management ecosystem.
Results I Delivered:
By leveraging Jira, I helped teams improve project visibility, streamline issue tracking, and enhance collaboration across departments. Projects were delivered on time, with higher quality and fewer roadblocks, as teams could easily prioritize and track work. Automation and customization of workflows helped reduce manual tasks, increase efficiency, and allow teams to focus on higher-value work. This led to better project outcomes, increased team productivity, and smoother communication across all stakeholders.
What I Did:
I worked with companies in software development, IT, project management, marketing, and professional services to implement and customize Jira for agile project management and issue tracking.
I configured Jira’s boards, workflows, and issue types to align with each team’s processes, ensuring efficient tracking of tasks, bugs, and feature requests.
I set up Jira Software to manage software development workflows, from sprint planning to release management, and helped teams track progress using agile methodologies such as Scrum and Kanban.
I integrated Jira Service Management to streamline IT service management processes, including incident tracking, change management, and customer support ticketing.
I automated repetitive tasks such as issue assignment, notification triggers, and reporting using Jira’s built-in automation rules and custom scripts.
I also integrated Jira with other tools such as Confluence for documentation, Slack for team communication, and other third-party apps to create a unified project management ecosystem.
Results I Delivered:
By leveraging Jira, I helped teams improve project visibility, streamline issue tracking, and enhance collaboration across departments. Projects were delivered on time, with higher quality and fewer roadblocks, as teams could easily prioritize and track work. Automation and customization of workflows helped reduce manual tasks, increase efficiency, and allow teams to focus on higher-value work. This led to better project outcomes, increased team productivity, and smoother communication across all stakeholders.
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