MS Navision (Microsoft Dynamics NAV)
APR Supply Company
Led the full ERP implementation to MS Navision — selection, data conversion, training and go-live for a multi-branch distribution business.
ERP Consulting Services
An ERP consultant who has run the systems, not just selected them.
Most ERP consulting stops at the software. I sit in the CFO seat while the system goes live — 35+ years leading implementations end-to-end across distribution, retail and contracting, from MS Navision to Sage Intacct.
Why the implementation matters more than the software
An ERP project doesn't fail because the software is bad. It fails because the chart of accounts, the controls, the data conversion and the people weren't ready — and no one accountable for finance was close enough to the work.
I've led ERP implementations as the finance leader, not as an outside advisor handing off a recommendation. That means clean financials at go-live, a team that can close in the new system, and reporting the owner actually uses to run the business.
If you're choosing a system, mid-implementation, or recovering from a go-live that didn't stick — that's the work I do.
Implementation Experience
Systems I've implemented and led.
Sage Intacct
CabinPro, LLC — current fractional engagement
Implemented the Sage Intacct accounting set-up, along with project accounting and cash-flow forecasting, as part of the current fractional CFO engagement.
Two-year ERP transition, $160M contractor
Commercial contractor
Brought on to lead a two-year ERP transition and rebuild the finance team — the systems work and the change management around it.
Roadnet (now Omnitracs)
Marion Pepsi-Cola Bottling Company
Implemented Roadnet routing in 1988 — a full systems and logistics redesign that made the company the first independent U.S. distributor to convert to pre-sell ordering and delivery.
BuildOps, Essbase & AutoStore
Across engagements
Hands-on through BuildOps, Essbase, and an AutoStore robotic warehouse implementation — reporting, planning and warehouse systems alongside the core ERP.
How an engagement works
1
Assess
Where the current systems and finance team stand — gaps, risks and what the business actually needs from the ERP.
2
Lead
Hands-on leadership of selection, implementation or rescue — data conversion, controls, training and the operating cadence around it.
3
Stabilize
A finance team that can close, forecast and report in the new system without me — that's the finish line.
Next step