06/11/2026
Installation and implementation of the Acumatica Cloud ERP:
9/21 - PRESENT
ACUMATICA ERP CONSULTANT AND PROJECT MANAGER
• 3/1/2026 – Present
o Explored and tested Claude AI agent to retrieve data from Acumatica ERP and to create a workflow for return of goods. These speeds up the processing of returns.
o Installed MS SQL and Acumatica 2026R1 on our own web servers.
o Installed SSL certificate and O’Auth to enable email in Acumatica.
• 2/12/2026 – 2/28/2026
o American Industrial Services – Construction
Designed a payroll for Independent Contractors saving $100K/year.
Explored ADP, Lumber and Project Planner
Recommended Acumatica Payroll saving $40K/year.
Documented a time-phased approach for construction projects so that progress can be measured.
• 1/1/25 – 1/31/2026
o Explored Acumatica AI Studio, Azure Acumatica OpenAI, and Visual Studio Copilot for Acumatica
o Updated myself on Acumatica version 2025R2 and 2026R1.
o Taking manufacturing courses such as Reading Blueprints and CNC
o Managed in 2025 an Acumatica Hackathon team that developed an application that provided construction information at a customer site level that has several projects.
o Managed in 2026 an Acumatica Hackathon team that developed an AI based system to update vendor prices in bulk.
• 8/23 - 12/24: ICG Technology
o Obtained Acumatica training badges (2024R1) (80% pass mark)
Certified business consultant
Certified inventory and order management consultant
Certified manufacturing business consultant
Certified support specialist
Certified technical specialist
o Performed an extended general discovery and demonstrations for:
A bike distributor with intelligent item class segmentation enabling quick find.
A conveyor roll manufacturer using Acumatica Product Configurator
o Prepared Acumatica ERP project quotes for time-phased implementation
o Introduced use of Microsoft Teams to enable instant collaboration and communication.
o Managed an Acumatica Hackathon developer team that developed a great Return Analysis Application
• 2/23 – 6/23: Construction companies
o Implementing construction projects in Acumatica from project quoting, project management, purchasing, subcontracting to customer invoicing and payments.
• 5/22 – 1/23: Fabric manufacturer and distributor.
o Developed business and functional requirements for finance, distribution (Sales Orders, Purchase Orders, Inventory) and manufacturing (MRP). Implemented Finance and Distribution. Migrated all data from Sage 100. Trained users. Tested the manufacturing module. Excited the client.
• 2/22 – 4/22: Food Distributor having two branches.
o Developed business and functional requirements for finance and distribution (Sales Orders, Purchase Orders, Inventory). Tested sales and purchase orders using imported data on vendors, customers, and items. Customer loved my documentation.
• 9/21 – 12/21: Asbestos Removal Company (Construction)
o Developed business and functional requirements for finance and construction. Tested the functional requirements in Acumatica. Customer loved the tests.
