Epicor Technical and Functional Consultant
Resume:
PracticalTek LLC. Independent Epicor ERP Consulting Team
Team Member 1: Jeremy L. Chance ******.******@****-***.***
Role: Manager of ERP Technical Consulting Co-Owner
Specialization: Epicor ERP Customizations, Integrations, Fixes, Upgrades
Years of Experience: 14
Profile Summary
Experienced Epicor ERP technical consultant with deep expertise spanning from Epicor Kinetic to Epicor 10, 9, 8 and earlier. Highly skilled in building customized solutions for clients across various industries. Lead projects from beginning to end delivering seamless integration and optimal performance.
Core Skills
Epicor Customization & Development:
oApplication Studio: Customize Kinetic screens, build new Kinetic applications and dashboards
oBusiness Process Management (BPM): Automating workflows and customizing business rules
oC# Customizations: Screen customizations and custom functionalities to fit client needs
oEpicor Functions & Custom Modules: Tailoring Epicor’s base functionalities to client requirements
Integration & API Solutions:
oIntegration with third-party systems (CRM, WMS, eCommerce, etc.) via REST and SOAP APIs
oCloud Solutions: Cloud-based integration and hybrid solutions (Epicor Cloud, Azure, AWS, Hybrid Solutions)
oReal-Time Data Synchronization: Ensuring real-time data flow between Epicor ERP and external platforms
oAutomation Studio and Service Connect solutions enabling real-time integration.
Technical Skills:
oProgramming: C#, .NET, SQL Server, and Epicor ERP’s proprietary language
oEpicor Tools: Application Studio, BPM Designer, BAQ Designer, C# Solutions, Components, Widgets, Automation Studio, Service Connect, Functions Maintenance, and Product Configurator
oTraining: Experience training users in the field
oCloud Platforms: Azure, AWS, Epicor Cloud
Education
BA, The Ohio State University – 2008
Team Member 2: Sam F. Bise ***.****@****-***.***
Role: Manager of ERP Functional Consulting
Specialization: Epicor ERP Implementation, System Architecture
Years of Experience: 13
Profile Summary
Specialized in configuring, optimizing, and implementing Epicor ERP solutions to align with client business needs. Expertise in Business Process Reengineering, Module Configuration, and User Adoption to ensure clients leverage the full potential of Epicor ERP across various business functions such as Production Management, Finance, Material Management, and Human Resources.
Core Skills
Epicor ERP Modules Expertise:
oManufacturing (MRP, MES, Job Entry, Time and Expense, Quality Assurance, Milestones)
oEngineering (Engineering Workbench, Method Tracker, Time Phased Inquiry)
oFinance (GL, AP, AR, Fixed Assets)
oSystem Setup (Company/Site Maintenance)
oSupply Chain (Inventory Management, Purchasing, Sales, Shipping & Receiving)
oSales (Order Management, Quote Management, Service Management, CRM)
Technical Knowledge:
oEpicor Customization (BAQs, Dashboards, Custom Reports)
oCloud Implementation (Epicor Cloud, Hybrid Solutions)
oKnowledge of API Integrations & Web Services
Functional Skills:
oBusiness Process Reengineering
oIT Strategy & System Design
oChange Management & User Training
oSpec Developer
Team Member 3: Jarrad Layne ******.*****@****-***.***
Role: Senior ERP Technical Consultant
Specialization: Epicor ERP Customizations, Reports, Queries
Years of Experience: 12
Profile Summary
Highly proficient consultant with a focus on report writing. Well versed in Kinetic and other Epicor ERP versions. Vast knowledge of database queries using Epicor tools or SQL.
Core Skills
Epicor Customization & Development:
oApplication Studio: Update Kinetic Web UX screens, build new Kinetic dashboards
oMicrosoft Report Builder: Customize existing Epicor ERP SSRS reports or build custom SSRS reports
oBAQ Designer: Build highly complex queries for use in SSRS or dashboards
oBusiness Process Management (BPM): Ensure data integrity by enforcing business rules and automating processes
oC# Customizations: Customize Epicor 10 or Epicor 9 screens to better fit client needs
SSRS Reports & Crystal Reports Solutions:
oFinancial SSRS Reports: Complex reports built for high level business decisions
oCloud Solutions: Cloud-based integration and hybrid solutions for report writing and label printing (Bartender, Epicor Cloud, Azure, AWS, Hybrid Solutions)
oReal-Time Data Synchronization: Built external queries allowing for dataflow between Epicor ERP and other platforms.
oDatabase Structure: Vast understanding of Epicor ERP schema
Technical Skills:
oProgramming: SQL Server, C#, and Epicor ERP’s proprietary language
oEpicor Tools: Report Data Definition, BAQ Report Designer, Microsoft SSRS Report Builder, Report Style, BAQ Designer, Application Studio, BPM Designer, Functions Maintenance
oTraining: Presented technical classes to many clients
oCloud Platforms: Azure, Epicor Cloud
Team Contributions and Experience
Project Experience – Epicor ERP Technical & Functional Consulting
Implemented Epicor ERP for Holtec International, resulting in quick ERP adoption and transition.
Developed custom Kinetic layers to improve decision-making for senior management at GTR Manufacturing Corporation
Key Functional Achievements:
Epicor Finance and Manufacturing Implementations:
Implemented Epicor's Finance and Manufacturing modules for multiple clients, reducing operational costs by up to X% and streamlining production workflows.
Supply Chain Optimization:
Streamlined inventory management and purchasing processes, improving procurement cycle times and reducing inventory costs by X%.
Human Resources Digitization:
Led the configuration of Epicor HRMS, automating payroll processing and reducing manual HR tasks by X%, resulting in a more efficient HR function.
End-to-End Implementation Projects:
Successfully led Epicor ERP implementation projects from initial requirements gathering, through system design and configuration, to integration, testing, and go-live support.
Key Technical Achievements:
Epicor Customization & Development:
Developed custom modules and workflows to automate complex business processes such as order processing, inventory management, and financial reporting, enhancing system performance and reducing operational overhead.
Kinetic Web UX:
For multiple clients, created new Kinetic layers in Application Studio uplifting the client to the new Kinetic look using their classic customizations as a guide.
Cloud Migration & Hybrid Solutions:
Successfully migrated clients from on-premise Epicor ERP to the cloud, improving system scalability and reliability, and reducing infrastructure costs..
Custom Reports & Dashboards:
Designed and deployed custom reporting solutions that enabled clients to have real-time insights into their financial performance, inventory status, and operational efficiency
Key Differentiators:
Cross-Functional Expertise:
Our Functional Team and Technical Team collaborate closely to ensure that our clients’ business goals are fully aligned with system capabilities and client goals. This allows us to deliver customized and scalable Epicor ERP solutions that drive both operational efficiency and strategic growth.
Comprehensive Post-Implementation Support:
Both teams provide ongoing post-implementation support and system optimization, ensuring that clients can continuously leverage the full capabilities of their Epicor ERP systems.
Client-Centric Approach:
We prioritize your product, processes, and procedures through client collaboration. Our teams work side by side with clients to ensure smooth transitions, training, and continuous improvement.
Our Approach:
Business Process Focused:
Our Functional Team ensures that each Epicor ERP solution is configured to meet business-specific requirements, while the Technical Team handles the system's customization and integration to ensure seamless functionality.
Collaboration-Driven:
We believe that close collaboration between functional and technical teams is key to the success of any ERP implementation. This synergy ensures that we deliver scalable, efficient, and user-friendly solutions tailored to meet client goals.
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