Technology Strategy & Systems Evaluation
Is your software a Ferrari®, but you're driving it like a Yugo®?
I consistently find ways to unlock capabilities organizations already own before recommending new investments.
Comprehensive evaluation of your current systems, alternative solution analysis, upgrade assessments, and strategic integration planning. We optimize your technology stack and provide user training to unlock the full potential of your business systems. Too many companies accept vendor limitations when they should be leveraging existing capabilities.
Current System Assessment & Optimization (Click for Technology Stack Evaluation)
Stop accepting "it ain't broke, so don't fix it" when your system could be performing at Ferrari levels. Comprehensive analysis of underutilized features and hidden capabilities in your existing technology stack.
Real Success Story: Discovered unused forecasting and order promising capabilities in NAV and Business Central. Instead of accepting manual workarounds, implemented these existing features, to improve delivery accuracy and customer satisfaction. Identified opportunities to consolidate 15+ spreadsheets into automated system processes, eliminating redundant data entry and reducing errors.
Data Flow & Integration Analysis
How many spreadsheets do your teams need to complete a single order? Evaluate data silos, integration gaps, and automation opportunities that can transform your operational efficiency.
Transformation Example: Evaluated order processing workflow that required teams to enter data into multiple spreadsheets and systems. Redesigned integration to enable single-entry processing, reducing order cycle time by 60%. Spearheaded EDI initative to eliminate manual order entry for major customers, scaling from 4,000 to 28,000+ orders annually .
AI Strategy & Implementation Planning
Will AI mean you need fewer people, or can you do more with what you have? More importantly, what does AI mean for your competitive position when your competitors adopt it first?
Pioneering Implementation: Built enterprise AI solutions before most companies knew they needed them. Implemented practical AI workflows for contract analysis, process optimization, automated documentation, and workflow enhancement. Established AI competency creating competitive advantage through early adoption.
ERP Migration & Cloud Strategy (Click for ERP Upgrade Readiness Assessment)
Navigate complex ERP transitions with minimal disruption while maximizing new capabilities. Strategic planning that ensures technology serves business objectives rather than becoming an end in itself.
Seamless Transition: Led cloud ERP migration from NAV to Business Central with comprehensive change management and minimal downtime. Enabled remote work capabilities, implemented tighter controls, and activated advanced forecasting features. Reduced IT maintenance overhead while improving system reliability and upgrade paths.
Vendor Partnership & EDI Optimization
EDI can be complex, but are you working with the right partners? Strategic vendor evaluation that considers technical capabilities, cost structure, and long-term scalability.
Partnership Excellence: Evaluated and optimized EDI partnerships to support massive order volume scaling. Implemented automated order processing that eliminated manual entry for 80% of transactions. Negotiated vendor agreements that balanced cost control with technical capability, ensuring sustainable growth without vendor lock-in dependencies.
Data Strategy & Analytics Framework
Are you tracking enough data points? Not enough? Too much? Design measurement systems that capture meaningful insights without overwhelming your team with irrelevant metrics.
Strategic Data Design: Implemented Business Intelligence systems that transformed operational data into executive dashboards. Created automated scorecard generation that tracks KPIs without manual compilation. Built data analytics framework that provides actionable insights while eliminating information overload through focused metric selection.
The Strategic Advantage
Technology should amplify your business capabilities, not constrain them. My approach focuses on maximizing your current investments before recommending new ones. You cannot scale from 4,000 to 28,000 orders annually without automation, but you also cannot succeed by implementing technology for technology's sake.
Every evaluation balances three critical factors: business requirements, technical capabilities, and total cost of ownership. The result is a technology strategy that serves your business objectives while positioning you ahead of competitors who accept vendor limitations or delay essential upgrades.