Profile of the month – Epicor for February 2019

Sr. Architect – Epicor and Dynamics AX


  • 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


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.


  • 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)


  • 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