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Epicor Specialist

Los Angeles, California, United States
August 20, 2018

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Yoram is a top-notch Epicor and MS SQL Server expert with hands-on experience with hundreds of ERP implementations. Yoram was a key resource at Epicor for five years; as one of the original designers and a Chief Architect of the Epicor Enterprise product line. Yoram left Epicor to establish a consulting service for Epicor clients that provides a complete ERP solution; including Implementation, customization, integration and reporting. Yoram expanded his practice to Epicor Manufacturing using E10, E9, Vantage & Vista. He is highly experienced in conversion and integration of the Epicor database. Yoram has an extensive technical network and is often called-on to assist where other consultants failed. He is the solution for getting the best ROI out of Epicor.

Technical Skills

Epicor E10/E9/Vantage: Versions 8.06, 9.04.05, 9.05.702A, 10.0.700.4, 10.2.200, & SAAS.

Modules: Inventory, Shipping/Receiving, Purchasing, Purchase Contracts, G/L, A/P, A/R, Production, Engineering, (Scheduling, Kanban, Lean, MRP) Project Mgmt. & Accounting, CADLink (SolidWorks), CRM, DMT, Field Service Calls & Jobs, Adv. QA, BAQ, Dashboards, BPMs, Configurator, REST API, Quotes, Orders, Adv. Manufacturing, EPM, AEP, AVP, APM, AFR, XL Connect, TaxConnect (Avalara) Verify, Sales Audit, Mobile Field Service, and Service Connect.

Epicor Enterprise Financials & Distribution: Versions: 1.0 through 7.4 SP8

Modules: G/L, A/P, A/R, Inventory, Purchasing, Sales Order, Shipping, Receiving, eProcurement, EDI, Asset Management, Cash Management, Multi-Currency, Job Costing, Work Order Management, Promotions, Quality Management, Credit Cards, Bank Interfaces, Sales Tax Interface, FRx, Customization Workbench, and Import Manager.

Databases: MS SQL Server (2005, 2008R2, 2012, 2014, 2016, Azure, TSQL, SSIS, SSRS, SSAS, MDX, Cluster, Replication), Sybase (12.0, 12.5, 15.0, TSQL), Oracle (9i, 10G, 11i, PL/SQL, PRO*C)

Development/Reporting: SSRS (2008, 2012, Report Builder 3.0, BIDS), Crystal (9, X, XI, 2008, 2011,2013), C, XML, HTML, C#, .NET, WCF, LINQ, JavaScript, Excel VBA, Access, Script (Korn, Perl, Csh)

Epicor Interfaces:, Shopify, Prophix, Concur, Magento, Paypal, iConnect, Demandware, NuOrder, Doc-Link (2.5-3.1), Expeditors, SAP, MercuryGate,

Operating Systems: Windows (2012, 2008, 2003, XP, 2000, NT) UNIX (Solaris, Linux, AIX)

Tools: Veritas, Legato, SQL Backtrack, ArcServ, TFS, Subversion, StarTeam, PVCS, SourceSafe, RedGate

Professional Experience

(1998 – Present) SoftDD, Santa Monica, CA

Principal Epicor & DB Consultant

Established a consulting practice concentrating on contract work in the areas of ERP Implementations, Databases Development, and Interface Development. Clients include: Tektronics, Unisys, Amdocs, US Interactive, Narus, Caremark, Great Western, Koo Koo Roo, Color Me Mine, Family restaurants, Epoch, Intellisync, Niku, Heartland Funds, LA Times, Peoplemover, Legato, Agile, Hollywood Media, Warner Brothers, Stan Lee Media, StartCite, ADP, Wilshire & Assoc.,, Gateway, Open Globe, WorldXChange, ABB Control Systems, Silicon Energy, Vividence, BMC Software, RealNames,, Wiredcapital, Virtio, Software AG, Virtual, OIC, New Century Mortgage, The Doctors company, Sony Pictures, MedeFinance, MedVersant, FHLB, G4 Media, SitOnIt, Smart Living, Tiltware, IConstituent, Outlook Amusement, Liberty Media, Mitrix, Lena, Media services, TV Guide, Fanbox, SupplyPro, US Autoparts, Cricket Communications, Katolight, GE Water, APX, Energy Innovations, SpaceLabs, Sabre, AuthentiClick, CHOF, Torrance Memorial, Stevens Hospital, Maxon Liftgates, Ashcroft, Writers Guild, OrthoSynetics, Sportech, PhRMA, Elgin Industries, Heartland Steel, Lewis Machines, Cascade Aerospace, Classic

Party Rentals, SureID, Chamberlain Marketing, Flower City Printing, Kessington Machines, Olsen Medical, Penco, Pacific Metals, Seal & Design, Sports Endeavors, Ray Cammack Shows, LiftKing, LoadKing, Sunlight Supplies, ECORE, Innovative Fixtures, Emerald Expositions, Hesco, RedMart, The Outdoor Group, IndoPrecision, Global Stainless Supplies, Avionic Instruments, Vion, Pattison Sign Group, Allen Company, Aspen Systems, Foam Design, Hudson Advisors, Steiner Leisure, SweetWorks, Enpro(CPI), Aerospace Industries, MetalWorks, Yeti Coolers, Crenshaw Die, Traeger Grills, Play Network, Perlick, Van Son Ink, Qual-Pro, Vektek, Teague, Altak, TICO, Launchworks, GreenCreative, OmniDuct, ICU, Encon, Arodyne, Tecomet, and MacArthur.

Summations of selected project work for various clients are listed below:

Tico Tractors- A leading manufacturer of tractors and trailers

Provided E10.1.500 complete implementation service from setup to completion on Epicor multi-tenant cloud. Work included data migration, training, manufacturing functional business re-engineering, MOM structure, MRP, financials, Sales, Purchasing, and more.

ETL of legacy Dynamics data into Epicor using DMT.

Analysis of company’s multi-level method of Manufacturing and adaptation to Epicor structures.

Created customized Reports and forms.

Created BPMs & Dashboards to support company.

Yeti Coolers- The premium manufacturer and distributor of quality coolers

Provided performance optimization services in high-demand electronic and manual order environment with extreme requirements. Guided organization through E9 to E10 upgrade. Overhauled multiple interfaces using Service Connect, Web-Services, BPM, and LINQ.

Reverse engineered and rewrote interface to ExactTarget that dramatically improve performance

Reverse engineered and rewrote interface from Magento to Epicor that cut production time.

Analysis and optimization to Epicor interface that enabled covering demand within business parameters.

Created accurate Bin Stock Status report

Created rolling GL Trial Balance report

LoadKing Trailers- A leading manufacturer of quality trailers

Provided E10 complete implementation service from software selection to completion. Work included data migration, training, functional business re-engineering, financials and more.

ETL of legacy data into Epicor using DMT.

Created new COA compatible with parent corporation requirements and mapped old COA.

Analysis of company’s multi-level method of Manufacturing and adaptation to Epicor structures.

Implementation of CAD interface of SolidWorks to Epicor using CADLink.

Setup servers’ hardware & software architecture to support organization.

Installed Epicor 9.05.702A, upgraded to 10.0.700.1, patched to 10.0.700.4

Heartland Industries - A leading manufacturer in material handling industry

Provided E9 reports customization and BPM programming that adhere to various companies’ look and feel. Created processes that automated complex business rules in a multi-level BOM structures.

Created auto-maintained multiple weight roll-ups following company’s BOM structure.

Extended Job Traveler to auto-print Engineering drawings from their native programs.

Created data and report to support state-mandated VOC requirements from Epicor data.

Created a DB interface and custom Picking Report to support in-house bar-coding software.

Rewrote Crystal reports for BackLog, PO, Order Ack., Invoice, BOL, PickList, & Job Traveler.

Multiple upgrades of Epicor 9.05 starting from 9.05.607, all the way to 9.05.702A

Elgin Equipment Group - A leading provider of equipment for the mining industry

Provided E9 development of AFR consolidated reporting for Epicor and non-Epicor companies.

Created ETL processes to extract GL data from Legacy data sources. (AcuXDBC, SQL 2008 R2)

Created mapping structures and rules to support a transformation of the Legacy GL to Epicor GL.

Created “shadow companies” in Epicor to facilitate AFR multi-company consolidated reports

Premier Mounts - A leading manufacturer of mounts, carts, and stands for the AV industry

Provided E9.0.5 implementation, forms & reports customizing, and Web Site interface services.

Implementation of APM module for AR Invoice, Vendor Invoices, Order Ack., PO, and Quote.

Created a Tiered Pricing Report using Epicor data which is published on company’s website.

Created an Epicor interface to the company’s website that interacts with inventory directly.

Customized screens with new Tabs, new fields, and additional logic to support UD data.

Ashcroft - A leading manufacturer of pressure gauges

Provided Epicor Vantage 8.03 Implementation and interface development services in support of go-live activities.

Created data extracts & interfaces between Epicor and all other internal and external systems.

Designed interfaces that matched Legacy extracts and ensured a smooth transition to Vantage.

Created custom MRP, Engineering, Cost accounting crystal report

Maxon Lifts - A leading manufacturer of lift-gates

Provided E9 customization and implementation services.

Created BAQs to support business needs in AP, AR, GL, and Engineering.

Created BAQ that allows a consolidated view of secured notes in AR & AP.

Created a customized form for secure notes access by the collection department

SporTech - A world leading suppliers and operators of pools and tote betting equipment

Provided Epicor Enterprise upgrade of GL, AP, AR, Import Manager, Assets Management, and Explorer to 7.4; while Upgraded Epicor to 7.4 in parallel to upgrade of MS SQL Server to 2008R2 on a Virtual machine.

Reverse engineered all undocumented customization and recreated customization in 7.4

Trained users on Distribution and Active Planner modules.

PhRMA - The trade group representing the US pharmaceutical & biopharmaceutical companies

Provided Epicor database architecture, ETL, and Epicor reports customization.

Built an Epicor Data Warehouse to interface to Prophix budgeting and reporting product.

Automated data extraction from Epicor, and transformation to Phropix cubes data formats.

Constructed multiple cubes to support multiple views of the data and various analytical reports.

Orthosynetics - A leading provider of orthodontic practice management tools

Provided project management and technical consulting on Epicor Enterprise and eProcurement

Reversed engineered undocumented customization and recreated customization in 7.4.

Integration of eProcurement with internal systems and vendors’ system using EDI & XML

Defined XML and created a custom XML interface for ordering of specialized parts

Customized eProcurement to support a consolidated purchasing model for 500+ buyers

Lena Research Foundation - An educational speech monitoring company

Provided Epicor implementation, customization, integration, and training services

Implemented GL, AR, AP, Inventory, Sales Order, Promotions, Shipping

Integrated E-commerce website (Lazslo) with Epicor, including and Credit card processing.

Implemented Sales Tax, CRM, and shipping cost interfaces.

Federal Home Loan Bank of San Francisco - A primary mortgage lender

Provided Epicor Enterprise upgrade, forms & reports customization, and training services.

Upgraded from Sybase to version 7.3 on MS SQL Server and

Enhanced forms customizations and rewrote custom crystal reports for AP, AR & GL.

The Doctors Company - the nation's largest insurer of physician and surgeon medical liability

Provided Epicor Enterprise customization, ETL, and data integrity auditing services.

Created exports and imports processes interfacing to Informatica

Extensive customization of Crystal Reports and Forms in AP, GL, and Explorer modules

Developed code and processes that verified data integrity and self-corrected data anomalies - A provider of online ordering solutions to restaurants and retailers

Provided Epicor Enterprise implementation, database interfaces, and customization services.

Functional Implementation of GL, AP & AR including extensive forms and reports customization.

Created interfaces to credit card & check verification and extracts to support reconciliation.

Legato - A leading hardware and software storage solutions company

Provided Epicor forms and reports customization and upgrade services.

Report and form customization in AP, AR, GL, IV, PO and OE modules.

Upgraded from 4.2 to 4.2a to 7.0 of all modules and all customization.

Hollywood Media - A leading provider of entertainment news, information, and ticketing

Provided database architecture and CTO services.

Led the restructuring of the IT department and a major website redesign.

Established hardware & software architecture; including load balancing and content distribution

Led the extraction of data from HTML into a database in support of corporate strategy enabling easy creation of new sites for delivering movie/celebrity/TV info. (MS SQL Server)

Narus (Symantec) - A world leader in tier-1 real-time OSS mediation

Provided management and technical consulting services.

As Vice President of Engineering recruited and managed engineers, contributed to the business plan, helped secure first-round VC financing, established technology direction and architecture.

Led development of a network traffic sniffer that reconstructed HTML, UDP, FTP, DHTML. Established unlimited-scalability architecture, which proved invaluable to the company’s growth.

(1997 – 1998) Oracle Corp. (Treasury Services), Santa Monica, CA

Senior Database Architect

Hands-on management of a fast-growing development division, tripling in size. Led the development of a decision support suite of applications for bank profitability mgmt. Established development plans, led development tools selection, and set software releases schedule. (MS Visual C++, OLE, ActiveX and Oracle 8)

Incorporated SCRUM & Agile development methodologies; including detail design documents, design sessions, Booch notation OO design, ER diagrams, and code reviews. Managed the full development life cycle of multiple product suite releases with a perfect on-time delivery record.

Successfully managed a large team of talented developers in the redesign of TSER UI. The new UI was highly-praised for its improved usability and interoperability with 3rd party tools.

Established an efficient and thorough screening process that identified candidates of the highest caliber with minimal impact on staff. Thus, TSC became a highly thought-after workplace.

(1993 – 1997) Epicor Corp. (Platinum Software Corporation), Irvine, CA

Chief Architect

Researched technical trends and their applicability to Epicor. Served as a primary source of technical info. for executive management in establishing new project teams and new products.

Performed Impact analysis study of porting SQL Server T-SQL code to Oracle and DB2.

Resident Sybase and MS SQL database expert. Provided DB design and development guidance to developers on all database issues. Concentrated on optimization, and consultant certification.

Client/Server Technical Services Manager

Technical management of all customers' issues. Technical guidance of 120 system engineers and consultants, management of system administrators of UNIX, and NT.

Created a sizing tool that produced specific software and hardware recommendations from answers to simple financial questions. Held approval authority on client hardware and software configuration relating to performance guaranties.

Managed Rapid development of new features, enhancements, and customization. The software created was used in many demos and was the base for implementation of new features. (C, SQL)

Project Leader

Designed and developed financial software for windows using a custom developed GUI to communicate to MS SQL Server that was the first in its market. Developed major parts of Epicor Enterprise system manager, Accounts Receivable, Accounts Payable and General Ledger modules. (Workbench, SQL Server)


Master of Science - Computer Science (University of Denver)

Bachelor of Science - Computer Science and Psychology (University of Denver)

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