Hire the Best ERP Consultants in California

10 Years Experienced Zoho Certified Developer & Zoho PREMIUM Partner | Zoho One Flow Designer |Website Development | Zoho CRM | Zoho Creator| API | Deluge |ERP| Consultant| AI/Call Center Integration|Lead Management 🏆 Won Zoho Creator's ERP Tech Star Award 🏆 Los Angeles Zoho User Leader in U.S. 🏆 Zoho Certified Developer 🏆 Zoho Certified Partner ⭐ Designing Custom Business Applications to automate business workflows, configuring customer portals, vendor portals across various industry verticals. ⭐ Configuring Zoho One, and all Zoho Products to make it work as an operating system for your business. ⭐ Developing custom API integration with various third-party applications like Wordpress, SMS, Telephony, Live Currency Exchange API, Google API, Twilio, PayPal, Stripe, Dropbox, Xero Accounting, Unleashed Inventory, Shopify, QuickBook, Aftership, FedEx, DocuSign, etc. ⭐ Creating white label Android and iOS apps on Zoho Creator. ⭐ Advance Deluge scripting to fulfill complex business needs and implement custom workflows with an excellent understanding of the business processes. ⭐ Creating HTML Reports & user-friendly UI Dashboards using Front end Technologies like HTML, CSS, and Bootstrap. ⭐ Creating Management/BI Reports on Zoho Analytics for having business Insights. ⭐ Developing Zobot and Chatbots for websites.

I am a top-notch Epicor and MS SQL Server consultant with 15 years of Epicor consulting experience and over 100 Epicor implementations. I was one of the original designers, a lead developer of Epicor Enterprise, and a critical techno-functional resource at Epicor for five years. I am an independent specialist working with Epicor clients on complex implementations with automation, customization, integration, and optimization requirements. I have a long track record as an innovative and adaptive consultant, known for my creative, results-oriented implementations and innovative customizations of multiple ERP systems. I commonly deal with fixing work that other, more affordable resources broke or failed to deliver on. My extensive experience with various ERP systems leads me to consistently find significant issues with organizations’ ERP implementation. These findings typically point to recouping revenue at 20% annually. The repeated ability to identify and correct substantial opportunities for savings/growth creates a shift in my customers' view of my services as an investment rather than a cost. I also have in-depth experience with technical and functional aspects of Epicor implementations, including configuring operational and accounting procedures, optimizing user interaction, automating, working around Epicor bugs, and establishing best practices for most modules. I have completed multiple Epicor Manufacturing & Distribution implementations using Epicor Kinetic, E10, and E9. Projects include upgrades from E9 and E10 to Kinetic. I commonly develop BPMs, BAQs, Dashboards, Customizations (UD tables, .Net WCF, Service Connect), Custom Alerts, Stored Procedures, and SSRS Reports. Recent projects: - Implementation of Epicor Kinetic 2022, including UI customization, a 2-way interface between Salesforce and Epicor, and a custom interface of KBmax to Epicor - Upgrade of Epicor from E9 to Kinetic, including UI customization redevelopment in Kinetic, Crystal to SSRS conversion, Service Connect to JitterBit/RestAPI development, and Handheld to Epicor Mobile warehouse - Epicor to Shopify two-way integration (Sales Order creation, Inventory update, Order status update) - Salesforce 2-way integration to Epicor using RestAPI (Customer sync, Order sync, Balance sync, Inventory Sync) - Epicor 2-way Amazon Web Services integration (XML, Orders, Shipments, Fulfillment Ack., Cancelations) - Epicor Administration (Mobile Field Service, Replication, AFR, EWA, EPM, Service Connect, DMT) - Magento to Epicor automation (Order, CC authorization & capture (Chase, PayPal), Shipment, 940 & 945 EDI) - Epicor to Concur 2-ways integration (AP, PO, Travel & Expense, Credit Card reconciliation) - JobBoss to Epicor conversion as part of a complete implementation of 10.1 for a multi-national company. - ShopKeeper to Epicor conversion as part of a complete implementation of 10.1 - Demandware to Epicor automation (Order creation, Shipment creation, PayPal authorization) - Created 30 dynamic MOM/BOM configurations, which were extended with custom C# code that interfaces with the Customer's web portal to export the Web Orders to Epicor as Quotes with configurator values. - Epicor AP & AR Bank interfaces (NACHA, ACH, Wire, Positive pay, Check Register) - EDI implementation (IBM Sterling Gentran & Epicor Demand Workbench & XML interfaces, 831, 855, 856) - Epicor Project Manager for a large multi-national organization, which included the creation, maintenance, and publication of project plans and schedules, including the development of functional requirements, project communications, project schedules, action items log, issues list, current and future workflows, procedures, and technology/operational gap analysis. Completed the setup of multi-national companies, multi-currencies, multi-plants, Global parts, customers, and vendors. My rate ranges from $150 to $185, depending on the contract.

With a wide-ranging portfolio of implementation experience I offer NetSuite consulting services for projects of any size. From end-to-end implementations to simple report changes or system reconfigurations my goal is to always get the client what they want, how they want, in a timely and cost effective manner. With focussed experience in the sales and distribution, not for profit, and service sectors, I bring an extensive knowledge base of challenges that I've previously faced and overcome which helps me get your problems solved quicker and more completely. Let me guide you through the hows and whys of any change and no matter how big or small your issue might be I'm here to help you. With a background in Finance and Accounting coupled with a love of all things IT related, I'm able to understand the needs of a variety of audiences within the business. Whether they be the CFO, the IT team, or accounting staff I can understand the issue and articulate the solution in a way that everyone can understand. The functional areas that I cover are; - OneWorld - Order to cash - Procure to pay - Inventory - Financial reporting - SuiteBilling - Multi-currency and multi-subsidiary - SuiteTax - Advanced revenue management - Fixed assets - Work orders and light manufacturing - SuiteAnalytics - Shipping integrations - Electronic payments/bank integrations - Integration of third-party solutions My functional experience extends to the following NetSuite areas; - System configuration and administration - Security role and user configuration - Business process definition - Data migration and imports - Financial reporting My technical experience extends to the following NetSuite areas; - Saved search and report customization - Form (UI) customizations - Custom records, custom transactions, and custom segments - Advanced PDF template customizations - SuiteFlow (workflows) - SuiteQL - SuiteScript - NetSuite Connector - NSAW (Analytics Warehouse) Feel free to reach out to me to discuss your project needs no matter the size and scope.

"I spent 15 years managing P&Ls before I started engineering the AI that drives them." Most AI projects fail because the engineer doesn't understand the business, and the executive doesn't understand the tech. I am the exception. I am a Deep Learning specialized AI Engineer who speaks the language of the C-Suite. The Evolution: From Finance to Deep Tech My journey didn't start with code; it started with capital. I learned resilience and adaptability at a Big 4 bank during the 2008 financial crisis and scaled private equity backed operations of consumer goods companies. I learned how businesses breathe, how they bleed, and how they scale. But I realized that strategy without implementation is just a wish list. I spent 4 years at Gap Inc. (Office of the CTO) as a "Full-Stack Operator," leading strategic initiatives that impacted over 2,500 resources. This was my catalyst. I stopped just managing technology and started engineering it. The Specialization: Deep Learning & Business Intelligence Today, as the Founder of Zeppelin AI, I don't just "consult." I build. I specialize in Deep Learning and AI Automation—not as a hobby, but as a surgical tool for business transformation. I look at a company like an engineer looks at a machine. I find the friction, and I build the AI solution to eliminate it. Proven Impact (The "Business Engineer" at Work): - Deep Learning Implementation: For a multi-million dollar building materials firm, I deployed a custom AI validation solution that cleaned 30 years of legacy data in just 4 days. That is a 93% reduction in time compared to the projected 8-week manual timeline. - Autonomous Lead Generation: I engineered a fully autonomous AI outbound solution for a SaaS firm, driving a 30%+ net increase in sales leads month-over-month. - Global Scale: At Gap Inc., I executed a 3-year strategic plan for 2.5K+ resources, resulting in 9-figure labor cost savings by aligning technology roadmaps with corporate priorities. - Revenue Growth: Overhauled an e-commerce tech stack to drive an 11x increase in direct-to-consumer sales for an international apparel brand. Why Hire Me? You aren't just hiring an AI Engineer; you are hiring a T-Shaped Operator that bridges the gap between operational challenges and technology. 1. I understand your "Why": I’ve owned $15M+ P&Ls. I know why ROI matters. 2. I build the "How": Whether it’s Deep Learning models, custom LLM integrations, or autonomous agent workflows, I build for durability and scale. 3. I bridge the gap: I can explain a neural network to your board of directors and a strategic roadmap to your engineering team. My Life Philosophy: I am a lifelong learner—from an MBA to being an early adopter of the latest AI tools like Claude Code. I believe we are currently in the greatest shift in business history. You can either be disrupted, or you can be the disruptor. Let’s build the latter.

Who am I at a glance? I'm a PE Parter, who works with companies on a daily basis to strategize, plan, and execute their strategic growth initiatives. I am also a former CEO, COO, and VC Partner, and have close to three decades of venture formation, business transformation, and strategic growth leadership (BD, Sales, Partnerships) experience. I come with blue-chip management consulting foundations and am as close to a guru as you can get in market opportunity research, strategy formation, and planning. I've "been in the room" raising capital, launching ventures, and transforming businesses for three decades. I have a deep and nuanced understanding of how to build and grow businesses. Where can I add value? Results matter most. We all get this. But where do results come from? Over the last three decades - as a CEO, COO, Private Equity partner, a Strategy Consultant, a Market Researcher, and globe-traveling Chief Executive (5.3 million lifetime air miles so far!), I can offer this simple answer: Results come from performance, and performance comes from having a solid plan, smartly organizing one's resources, and managing well. Everything else is noise. This is what I do: * Bring Clarity and Focus - through situation assessments, market research, and competitive intel. * Secure the Right Resources - human, technical, systems, and investment capital raising. * Offer Hands-on Support and Turn-key Outsource Solutions for Planning, Organizing, and Managing. How am I different and an excellent option for you to consider? * A blue-chip management consulting and professional market research background (+10 years worth) means I have ready-to-deploy analytical frameworks, processes, and adaptable solution sets, along with lightening-fast analytics (mental horsepower) that surprises most people. (High-grade management consultants bring strategy, diagnostic frameworks, rapid problem-solving, and rollout expertise that many people value.) * Deep and nuanced perspectives that took decades to form. I haven't seen everything - but I've seen a lot - on-the-ground in 59 countries, work spanning 38 industries, hands-on at every maturity and technology level - from emerging deep-tech to tried-and-true brick & mortar - helping businesses and operations in the funded start-up, lower to mid market, private corporate, and the ultra-large +$1B ventures. Where consultants and advisors say "we need a 30-day discovery and diagnosis stage", I say "I've seen this before, here's what we can do about it" (Experienced experts with extensive domain knowledge can often solve complex problems faster and more accurately via pattern recognition and heuristics.) What kind of Performance and Results? +775 market research studies (in support of investment, rollout, and operating decisions) +58 private placements as the transaction manager (~$5.6b) +56 pitch-decks (with 97% success rate of getting to the next stage) +44 capital raising strategy and documentation preparations (thesis, decks, sources, term sheets) +41 carveouts/stand-up initiatives +31 business transformations (where the real value creation happens) All of these efforts have led to: +35% to 400% increases in revenue +15% to 125% improvements in Profitability/EBITDA +18% to 85% productivity gains (thanks to smart AI applications) +1.6x to 10x investor returns +a lot - and I mean a real lot - of happy founders, executive teams, employees, and investors All told, I have contributed to the arrangement and deployment of $104.3 billion in capital. What I'm like on the job: * I'm a Catalyst, Producer, Driver, and Guardian (I'm also Canadian-American, love pizza, am ridiculously educated, a well-trained diplomat, and make work fun). I am the person who bridges from vision to reality and turns strategy into action. * I'm very hands-on, collaborative, and coach-like, with a knack for breaking apart the toughest problems, overcoming every form of hurdle (including people hurdles), generating forward momentum, and leading with an overwhelming positive force. Who do I work with? I work with leaders, founders, investors, and teams to understand and define their opportunities, create strategies and game plans to capture those opportunities, accelerate their work, execute transactions, transform operations, and generate breakout performance results. (I've also spent time with four Prime Ministers, a couple of Kings, a U.S. President, and the Pope). I work globally and often in complicated and thorny settings - in the Americas, Europe, Africa, the Middle East, and Asia - that others prefer to shy away from. I thrive in complexity, ambiguity, and high-pressure settings. If you seek a genuine catalyst, seasoned advisor, guick-acting trouble-shooter, a no-nonsense producer and driver of results, or simply a calm, steady hand, who can enhance your effectiveness and help your organization achieve excellence, let’s connect to explore how we might work together.

Dedicated to ensuring 5-star outcomes in CRM and ERP implementation projects. Proven track record of delivering successful implementation of leading enterprise solutions like Salesforce, Microsoft Dynamics 365, Oracle NetSuite, SharePoint, Sage, ServiceNow, SAP etc. 𝗘𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗠𝗼𝗱𝗲𝗹𝘀 𝘁𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝘁𝗼 𝗱𝗶𝘃𝗲𝗿𝘀𝗲 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗿𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 - 1. Hourly Pricing Model 2. Monthly Retainer Model for long-term associations 3. Milestone-based Model ⭐️ 𝐓𝐞𝐜𝐡𝐧𝐢𝐜𝐚𝐥 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 ⭐️ ✔️ Salesforce Clouds ➡ Sales | Service | Marketing | Community | Field Service | Health | CPQ ✔️ Microsoft Dynamics ➡ CRM | Business Central | Finance & Operations ✔️ Office 365 | SharePoint Consulting | Power Platform ✔️ SAGE ➡ Intacct | 100 | 300 | X3 ✔️ NetSuite ➡ Finance | Manufacturing | Inventory | Order | Warehouse | Supply Chain | CRM ✔️ Data Visualization ➡ Power Bi | Tableau | Oracle BI | Splunk | Sisense | ✔️ Web Technologies ➡ PHP | Java | Node Js | Angular Js | React Js | .NET ✔️ iPaaS/Integration Support ➡ Dell Boomi | Mulesoft | Jitterbit | Zapier | Workato | Celigo ✔️ CPQ -Salesforce ➡ Apttus | Oracle ✔️ ServiceNow ➡ ITSM | ITOM | ITAM | HRSD | Incident Management | Problem Management | Change Management | Service Catalog | Custom Workflows | SLAs | Reporting | Access Control | Scripting | Email Notifications | Integration | Client Interaction ✔️ Database Management➡ Secure System Backup | System Recovery | Email Servers/Exchange ✔️ Azure ➡ Azure Data Factory | Azure Storages | Azure SQL Managed Instance | Azure DevOps ✔️ SAP ➡ SAP S/4HANA | SAP ERP | SAP Business One | SAP Fiori | SAP Optipro ✔️ Network Administration ➡ System Networking | Firewalls/Security | Remote Access/VPN ✔️ Repair Service ➡ System Upgrades | Software Installation| System Bugs 🎓Certifications 🎓 🔝Marketing Automation 🥇Marketo Certified Associate 🥇Certified Pardot Specialist 🔝Microsoft Dynamics 🥇Microsoft Dynamics 365 Sales 🥇Certified Professional in Microsoft Dynamics D365 Finance 🥇Microsoft Certified Dynamics 365 Business Central Functional 🔝Salesforce 🥇Salesforce Certified Marketing Cloud Administrator 🥇Salesforce Marketing Cloud Email Specialist 🥇Salesforce Certified Administrator (SCA) 🥇Salesforce Certified Platform App Builder Certification 🥇Salesforce Certified Community Cloud Consultant Certification 🥇Salesforce certified JavaScript Developer 🥇Salesforce CRM Administrator 🥇Apttus CPQ Certification 🥇Salesforce Certified CPQ Expert 🥇Salesforce App Builder 🥇Apttus Quote-To-Cash 🥇Salesforce Platform Developer I 🥇Salesforce Platform Developer II 🥇Einstein Analytics Data Preparation Specialist 🥇Einstein Analytics and Discovery Insights Specialist 🥇Salesforce Certified Einstein Analytics and Discovery We have successfully completed over 500 technology projects for various industries, including manufacturing, supply chain, sales, non-profit, government, IT, and others. Let's collaborate on your next project and achieve success together! ✍✉Send me an invite for a no-obligation consultation