Yoram Kochavy adwsbo@r.postjobfree.com **** Montana Ave.

310-***-**** Santa Monica CA 90403

S UMMARY

A top-notch Epicor and MS SQL Server expert with hands-on experience with hundreds of ERP implementations. Yoram was a critical 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 both functional and technical implementation services as well as customization, integration, and BI for Epicor E10, E9, Vantage & Concur. Yoram has an extensive technical network and is often called-on to assist where other consultants failed. He is the solution to getting the best ROI out of Epicor. H IGHLIGHTS

Led the implementation of Epicor from product purchase to successful go-live of a multi-national multi-site company, which ultimately went on to become an attractive acquisition. (Impakt Holdings, now Celestica)

Streamlined operation through Epicor by providing insight and controls to upper and middle management which in turn helped company become an attractive acquisition target (Qual-Pro, now SFO Technologies)

Fully automated bank to Epicor AP interface for multiple companies. Manual intervention was reduced by 95% which freed up resources to deal with increasing purchasing terms that resulted in higher cash position. (UFPI).

Created a fully automated Epicor interface for online retailer to record and fulfill orders. Established monitoring that ensure 100% order fulfillment and zero loss of orders or credit card charges up from a 5% order intervention rate. (Traeger Pallet Grills)

Resurrected a company’s failed Epicor implementation on a hosted platform. Led the new project from beginning to successful go-live while training in-house resources to take over. (TICO) T ECHNICAL S KILLS

Epicor E10/E9/Vantage: Versions 8.06, 9.05.702A, 10.1.500.x, 10.2.700.x, Kinetic(2022.1.x) On-Premise & 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, Maintenance (scheduled, Ad-hoc), Adv. QA, Enhanced QA, ECM(Docstar), EDD, BAQs, Dashboards, BPMs, Configurator, REST API, Functions, Quotes, Orders, Adv. Manufacturing, Manifest, QuickShip, APR, AFR, XL Connect, TaxConnect (Avalara), Mobile Field Service.

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, Assets, Cash Management, Multi-Currency, Job Costing, Work Orders, Promotions, QA, CC, FRx, Customization Workbench. Epicor BisTrack: Version 6.5.418

Databases: MS SQL Server (2008R2, 2012, 2014, 2016, 2019, 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, 2012,2016) 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), Angular Epicor Interfaces: Salesforce.com, Shopify, Prophix, Concur, Magento, Paypal, iConnect, Demandware, NuOrder, Doc-Link (2.5-3.1), Expeditors, SAP, MercuryGate, Chase ACH & positive pay, PNC ACH, DataFlo, Jitterbit, MuleSoft, Epicor Service Connect, Epicor Automation Studio

Tools: Power BI, Veritas, Legato, SQL Backtrack, ArcServ, TFS, Subversion, StarTeam, PVCS, SourceSafe, RedGate P ROFESSIONAL E XPERIENCE

(1998 – Present) SoftDD, Santa Monica, CA

Principal Epicor & DB Consultant

Established a consulting practice concentrating on contract work in the areas of ERP technical and functional 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., food.com, Gateway, Open Globe, WorldXChange, ABB Control Systems, Silicon Energy, Vividence, BMC Software, RealNames, New.net, 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 Pallet Grills, Play Network, Perlick, Van Son Ink, Qual-Pro, Vektek, Teague, Altak, TICO, Launchworks, ILP(GreenCreative), OmniDuct, ICU, Encon, Arodyne, Tecomet, MacArthur, Celestica(Impakt), Universal Forrest Products, PNY, Barr, Phillips, Torn & Glasser, CCMC, AES(SPower), LA Guage, Coto, MHolland, Sompo International, Capital group, Matrix Services, Code Corp, Wedgewood, Libra (GemCity), RES Exhibitions, Triumph Group, DAC International, Cosasco, KMC, Chromalloy, Laundrylux, Sun Automation, RRDS, Confluent Medical, Tactair, Paperless Parts, Peaktools, and MCWW.

Summations of selected project work for various clients are listed below: Impakt Holdings (Celestica)- A leading manufacturer of display and semiconductor equipment Provided E10.1.500 complete project management and implementation service from Epicor product purchase to successful go-live with continued support for major companies’ initiatives. Work included implementation of six companies, data migration from multiple sources (ShopKeeper, JobBoss, Quicken), management of outside vendors, training, hired and trained internal Epicor resources, manufacturing functional business re-engineering, established the company interfaces, developed customizations to augment Epicor functionality, and upgraded to 10.2

• Establish project tasks and schedule and Project managed 6-12 resources

• Created customized Reports and forms.

Tico • • Tractors- Created A BPMs leading & manufacturer Dashboards of to tractors support and trailers companies’ complex business Provided E10.1.500 complete SAAS 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 MS 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 the 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.

• Optimized Salesforce.com to Epicor interface to enable adherence to high-business parameters.

• Created custom accurate historical Stock Status and Rolling GL Trial Balance dashboards 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.

• Recreated company’s multi-level MOMs according to Epicor’s structures.

• Implementation of CAD interface of SolidWorks to Epicor using CADLink.

• Set up servers’ hardware & software architecture to support the 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 company’s look and feel.

• 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.

• Developed 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 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 SporTech - A world leading suppliers and operators of betting equipment

• Upgraded Epicor Enterprise to 7.4 in parallel with the upgrading of SQL Server to 2008R2 while moving servers from Physical to Virtual.

• 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 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.

• 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 the 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 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 customizations.

(1997 • – 1998) Oracle Corp. (Treasury Services Corporation), Santa Monica, CA Director of Strategic Development

• Provided hands-on management of a fast-growing development division, tripling in size to 30+. Led the development of a decision support suite of applications for bank profitability management. Created development plans and established software release schedule.

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

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

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

• (1993 – 1997) Epicor Corp (Platinum Software Corporation), Irvine, CA Chief Architect

• Analyzed technology trends and their applicability to Epicor. Provided SQL Server mentoring to development teams and provided a technical “sounding board” to executive management.

• Responsible for creation of software development standards and guidelines for all developers. Client-Server Technical Services Manager

• Technical guru for 120 system engineers and consultants on hundreds of engagements.

• Created a sizing tool that produced exact requirements based on simple financial questions. Project • Managed Leader Rapid development of new features used to demo before official releases.

• Designed and developed ERP software for windows using a custom developed GUI. Developed major parts of Epicor Enterprise system manager, AR, AP, and GL modules. E DUCATION

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

Contact this candidate