Profile of the month – Epicor for February 2019

Sr. Architect – Epicor and Dynamics AX

SUMMARY OF MY EXPERIENCE:

  • ERP Experience:
  • Vantage
    • Epicor 9 and 10
    • MS Dynamics AX 2009 and 2012
  • Over 10 years of experience in:
    • Software development
    • IT management
    • Project management
    • Business analysis
    • Technical implementation and consulting
  • Over 10 years of experience as a software architect for ERP Systems
  • Currently Sr. Solutions Architect
  • Development Project Manager
  • International multi-site implementations
  • Technical skills:
    • Epicor Customization Tools:
  • Custom Engine (UI)
    • BPMs
    • Dashboard
    • BAQs and BAQ Reporting
  • Software Development Kit (SDK)
    • Integrations
    • SSRS Reports
    • Crystal Reports
    • Microsoft SQL Server
    • Progress Open Edge – ABL and OpenGL.
    • C#, C++, Java, HTML, XML, SQL, JSP, JavaScript, Scheme, Prolog, PHP, Progress
  • Primary consulting services expertise:
    • Understanding customer business requirements and Epicor ERP capabilities
    • Epicor software implementation technical / development Project Management
    • Epicor customizations: requirements definition, analysis, design, development, testing and implementation
    • Reports and dashboards
    • Business process re-engineering
    • Integrating core custom software with Epicor ERP
    • Improving process flow and notification points
    • Automating processes
  • Detailed understanding of business processes in:
    • Sales & Distribution
    • Manufacturing & Production Management
    • Inventory Management
    • Customer Relationship Management
  • Fluently bilingual: English and Spanish

DETAILED WORK EXPERIENCE:

DELATA Consultants, Monterrey, Mexico                 Currently since Feb 2018  

Sr. Solution Architect and Developer:

  • Work remotely delivering on time new solutions for customers in Canada.
  • Using Epicor SDK, create new UI Forms and scheduled processes.
  • Develop complex customizations and BPMs.

Cre8tive Technology and Design, San Diego, CA Jan 2014  to  Mar 2017

From Jan 2014   to     March 2017

Sr. Solution Architect:

  • Work closely with both internal and external customers, he gained a detailed understanding of business processes in Sales, Manufacturing, Warehousing, Distribution, Customer Service, and Finance.
  • Coordinate development teams to ensure the final product meets customer specifications.
  • In many cases, developing and implementing the designs.
  • Create functional and technical designs for customizations required by customers.
  • Successfully implement in American companies.
  • Standardize internally process and methodology across Architectural, design, development and QA layers.

Grupo Staff, Monterrey, Mexico                       From Oct 2011     to     Dec 2013

Senior Manufacturing Consultant:

  • Analyze customer’s manufacturing processes for mapping them to Microsoft Dynamics AX.
  • Create functional and technical designs for customizations required by customers.
  • Train customers and coworkers in the manufacturing and process industries module.
  • Give support on site and remotely after go-live.
  • Help on the pre-sales process giving demos to future customers.
  • Manage the Manufacturing requirements and assign them to my team members.
  • Improve the process of documentation in designs and change controls.
  • Successfully implement in Mexican and American companies.

EPICOR, Monterrey, Mexico                 From Jan 2008     to     Sept 2011

Software Engineer:

  • Develop base and custom programs and reports for EPICOR (ERP).
  • Create functional and technical designs for customizations required by customers.
  • Successfully migrate reports from Crystal Reports to SQL Server Reporting Services.
  • Deliver projects (programs, reports, implementations) on time and budget: customizations to the Sales, Purchase and Manufacturing modules.

FORMAL EDUCATION:

  • Computer Systems Engineer specializing in Software Development, Instituto Tecnológico y de Estudios Superiores de Monterrey, 2007
  • Master of Information Technology, Universidad Regiomontana (Master degree to be achieved on 2019)

OTHER SPECIALIZED TRAINING:

  • Project Management Certificate Program, San Diego Continuing Education, USA, 2016
  • Leadership Program, Centro Generaciones, 2011
  • SQL Server Reporting Services, Epicor, 2010
  • Crystal Reports, Epicor, 2009
  • C# Programming, Epicor, 2009
  • Progress (4GL) Programming, Epicor, 2009

Profile of the month – Dynamics AX/365 February 2019

Microsoft Dynamics AX/365 Financial Consultant

Summary:

Innovative Dynamics AX functional professional with 10 years of experience in accounting and over 5 years of Dynamics AX area. Extensive functional knowledge of Microsoft Dynamics 365 F&O / AX 2012 / 2009 / 4.0 / Participated in 4 full life cycle implementations projects mainly as Dynamics AX Financials consultant. 

My expertise lies within General Ledger, Banks, Finance Reporting, Sales Taxes, Account Payable, Account Receivable and Projects Accounting. 

Extensive business logic knowledge.  Experienced in variety of industries with Global instances including:  

  • Software / Electronics / Paint / Super Markets / Retail
  • Maquiladora’s Sector in Mexico 
  • Industrial Manufacturing / Plastic  

I hold several Microsoft Dynamics AX certifications for financials, also a certification in Microsoft methodology Sure Step, Certified Microsoft Professional with a certification on SQL server 2012. Also well versed in the use of Management Reporter. Fluent in both English and Spanish. 

Portfolio of Projects ERP Dynamics AX/365:  

  • 2 projects D365 F&O (2018)
  • 1 project roll-out German subsidiary’s AX 4.0 (2016 – 2016)  
  • 2 project roll-out USA and Japan subsidiary´s AX 2012 (2016)
  • 3 implementation with Dynamics AX 2012 (2012 – 2016)  
  • 1 implementation with Dynamics AX 2009 (2011 – 2011) 

CERTIFICATIONS: 

  • D365 F&O Financial (2019) 
  • AX 2012 R3 Financial (2016) 
  • AX 2012 Sure Step (2015)
  • AX Implementing Data Warehouse with SQL (2013)
  • AX Administrating Microsoft SQL server 2012 (2013)  AX Querying SQL Server 2012 (2013 

PROFESSIONAL EXPERIENCE:  

PROJECT DETAIL: 

Project Name: Implementation (Dynamics 365 F&O) 

  • Type of Company: Services         
  • Duration: 2018 –  6 Months         
  • Role: Financial Senior Consultant
  • Responsibility:   
    • Analyze actual business process and prepare standard setup for Accounts Receivable, Accounts Payable, Banks and General Ledger 
    • FDD Documentation
    • End User Training & Support
    • Run Testing on DEV environment and validate against FDD documentation 
  • Modules: General Ledger, Bank, Accounts Receivable, Accounts Payable 

Project Name: Implementation (Dynamics 365 F&O) 

  • Type of Company: IT Services
  • Duration: 2018 – 4 Months
  • Role: Financial Senior Consultant
  • Responsibility:   
    • Analyze actual business process and prepare standard setup for Accounts Receivable, Accounts Payable, Banks and General Ledger 
    • FDD Documentation
    • End User Training & Support
    • Run Testing on DEV environment and validate against FDD documentation 
  • Modules: General Ledger, Bank, Accounts Receivable, Accounts Payable 

Project Name: CFDI 3.3 (AX 2012) 

  • Type of Company: TTM (Automotive industry)
  • Duration: 2017  2 Months
  • Role: Financial Senior Consultant 
  • Responsibility:   
    • FDD Documentation
    • End User Training & Support
    • Run Testing on DEV environment and validate against FDD documentation 
  • Modules: General Ledger, Accounts Receivable, 

Project Name: Rollout TTAM (AX 2012) 

  • Type of Company: Wheels Assembly (Automotive industry)
  • Duration: 2016- 2017 – 4 Months
  • Role: Financial Senior Consultant 
  • Responsibility:   
    • Analyze actual business process and prepare standard setup for Accounts Receivable, Accounts Payable, Banks and General Ledger 
    • FDD Documentation
    • End User Training & Support
    • Run Testing on DEV environment and validate against FDD documentation 
  • Modules: General Ledger,  Bank, Accounts Receivable, Accounts Payable 

Project Name: Rollout Mexico (AX 4.0) 

  • Type of Company: Software
  • Duration: 2016- 2016 – 6 Months
  • Role: Financial Senior Consultant 
  • Responsibility:   
    • Analyze actual business process and prepare standard setup for Accounts Receivable, Accounts Payable, Fixed Assets and General Ledger 
    • Prepare and Configure Intercompany setup for international environments (3 env / 20 companies) 
    • Support and resolve tickets reported for financial modules.
    • Run Testing on DEV environment and validate against FDD documentation 
  • Modules: General Ledger, Fixed Assets, Bank, Accounts Receivable, Accounts Payable and Projects. 

 Project Name: New Implementation. (AX 2012) 

  • Type of Company:  Electronics / Retail  
  • Duration: 2016 – 4 Months 
  • Role: Project Manager / Senior Finance consultant
  • Responsibility:  
    • Prepare Business Process workflows 
    • Coordinate Key Users meetings and create Functional Requirements Documents 
    • Prepare FRD-FIT document and FDD documentation in order to run as engagement between key users and our Development team. 
    • Prepare CRP I & II and present to key users. 
    • Prepare Data Migration & Load and validate information. 
  • Modules: General Ledger, Bank, Project, Accounts Receivable, Accounts Payable 

Project Name: New Implementation (AX 2012)  

  • Type of Company: Coating Powder Systems / Manufacturing
  • Duration: 2014- 2014 – 9 Months 
  • Role: Financial Senior Consultant
  • Responsibility:   
    • Prepare Business Process workflows 
    • Coordinate Key Users meetings and create Functional Requirements Documents 
    • Prepare FRD-FIT document and FDD documentation in order to run as engagement between key users and our Development team. 
    • Prepare CRP I & II and present to key users. 
    • Prepare Data Migration & Load and validate information. 
  • Modules: General Ledger, Fixed Assets, Bank, Accounts Receivable, Accounts Payable, Own TAX Module

Project Name: Support for New Implementation after Go Live (AX 2012)

  • Type of Company:  Plastic / Manufacturing 
  • Duration: 2014-2015 – 9 Months 
  • Role: Financial Senior Consultant
  • Responsibility:   
    • Support to end users on Accounting, Bank, Cost, Fixed Assets, Sales, Accounts Payable departments. 
    • Prepare FDD in order to coordinate Development team. 
    • Run Testing and Train End Users on new enhancement’s and developments  
  • Modules:     General Ledger, Fixed Assets, Bank, Accounts Receivable, Accounts Payable

Project Name:  Support for New Implementation Go Live (AX 2012)

  • Type of Company: Art / Manufacturing
  • Duration: 2015-2016 – 6 Months
  • Role: Financial Senior Consultant
  • Responsibility:   
    • Training programs according to Company Procedures. 
    • Translate AX Users Manuals Documents to Spanish. 
    • Weekly Training Programs for Go Live. 
    • Coordinate team (3 consultants) on GO-LIVE in Financials Modules. 
  • Modules:  General Ledger, Bank, Accounts Receivable, Accounts Payable

EDUCATION

  • College:  Bachelor’s Degree in Finance and Accounting            
    • ITESM, Campus Monterrey – May 2006                                                                                  
  • Master Degree in Finance     
    • ITESM, EGADE   August 2011 – Actual