Work History

Technology Consultant - Global Professional Services Firm (Audit, Tax & Advisory)

Enterprise architect within a fast-moving custom applications practice. Artificial intelligence combines integrations and data to deliver automation.

Technology Consultant - International Audit, Tax & Advisory Firm

Establish a new custom applications practice, supporting a Microsoft Dynamics 365 team. Continual education on sales, operations, delivery, and customer experience.

Technology Consultant - Global IT Services & Consulting Company

The consultancy was acquired by a large global IT services provider. Delivered integration solutions, mostly for clients in retail. Improved on listening, communication, and enterprise advisory.

Technology Consultant - ERP / Dynamics 365 Consulting Firm

Originally hired to do more BizTalk. Joined a D365 practice, supporting integrations solutions, never saw BizTalk again.

Senior Integration Consultant - Systems Integration Consultancy

Worked for this integration consultancy twice! Delivered integration solutions for clients in various industries. Technologies: BizTalk and SSIS. Learning lessons on the customer experience and the delivery of solutions.

Senior Consultant - Healthcare EDI Standards Publisher

Sole publisher of the HIPAA X12 EDI implementation guides. Integration consultant in healthcare. High-value education on standard body technology publishing and building products. Lots of BizTalk, but also got to be a web developer again. Mentored on agile methodology and lean practices.

Multiple Roles - Various Organizations

Condensed for brevity

2009 – 2004
I start to move into leadership positions, and take on more responsibility in guiding teams and projects. Start to build complex business applications to solve enterprise problems. I enter consulting in 2007.

2003 – 1997
I committed to a career track focused on programming and application development.

1996 - 1992
The early years of employment starts with amazing opportunities, lessons in maturity, and understanding how companies operate.

Roles include: production printer, technical support person, data operations clerk, programmer, senior developer, data warehouse developer, EAI Manager, and director of software engineering.

Notable Projects

Data Migration from D365 CRM to HubSpot

Migrate opportunities from the CRM to the marketing engine.

Technologies: SQL Server Integration Services, Kingswaysoft, D365 CRM, HubSpot

Challenges

• Using the free developer edition of the Kingswaysoft connector, posed problems with larger volumes of data.
• Only had 40 hours to complete the work.

AI Image Capture Automation

Deliver automation for image capture processes within the tax and accounting domain, saving our client significant time and money.

Technologies: Document Intelligence

Challenges

• No significant challenges aside from ensuring we have an MVP released that the client can put into use, while keeping the project costs down.

Integrate a 3PL in Europe

Integrate a third-party logistics provider based in Europe with the retail client's systems, ensuring smooth data flow and operational efficiency.

Technologies: Azure Cloud, Logic Apps, Functions, Service Bus, Blazor, EDIFACT

Challenges

• No real technical challenges
• Navigated a high-scrutiny private equity environment, successfully defending strategic recommendations through rigorous, data-driven analysis and objective stakeholder management.
• Managed communication and alignment with demanding institutional investors, maintaining team morale and project momentum under intensive oversight and changing priorities.

Enterprise Blueprinting

Developed an enterprise blueprint for a spirits company in Europe, capturing the current and future state architecture to guide strategic decisions and technology investments.

Technologies: Enterprise Sparx EA

Challenges

• Ensuring comprehensive coverage of business processes and systems across multiple regions.
• Aligning stakeholders on the enterprise architecture vision and future state roadmap.
• We also had to provide phased plans for each area of the impacted enterprise

Enterprise Advisory Services

Client wants to move Dynamics 365, but this turns into an enterprise rationale exercise instead.

Technologies: Dynamics 365 for Retail, TIBCO, POS Integration, BizTalk Server, SQL Server

Challenges

• Working within complex, highly segmented store network and POS architectures.
• Bridging legacy store systems with a modern Dynamics 365 retail platform.
• Supporting a high store-count rollout with minimal operational disruption.

Dynamics 365 Implementation for big box retail giant

Delivered integrations for a large-scale Dynamics 365 Finance & Operations program enabling big box retail in Canada, connecting D365 F&O, CE/CRM, Sitecore commerce, and Vertex tax across many environments.

Technologies: Dynamics 365 Finance & Operations, Dynamics 365 CE, Sitecore, Vertex, Azure iPaaS, Azure DevOps

Challenges

• Implement a payment connector and payment gateway
• Managing dependencies between commerce, ERP, and tax systems on parallel sprint timelines.

311 Alert Integration

Implemented a BizTalk Server integration platform connecting their citizen-request (311) system with numerous City line-of-business applications spanning property inspection, mosquito control, work orders, and animal control.

Technologies: BizTalk Server 2010, WCF Adapters, REST, SQL Server

Challenges

• Integrating many disparate line-of-business systems with differing interfaces and formats.
• Transforming and routing messages accurately between their alerting system and each target system.
• Designing a highly available, fault-tolerant production architecture.

Eligibility BizTalk Solution

Delivered a scalable, HIPAA 5010-compliant eligibility solution for a healthcare SaaS provider, using a message-translator pattern to receive eligibility requests, enrich them from external systems, exchange X12 270/271 EDI transactions with the TransUnion trading partner, and return results to the originating eligibility service bus.

Technologies: BizTalk Server, HIPAA X12 5010, EDI 270/271, HL7, WCF, C#, SQL Server

Challenges

• Meeting the HIPAA 5010 mandate while re-architecting an eligibility service that did not scale as an enterprise offering.
• Isolating client data, PHI, and healthcare concerns to fit a multi-tenant software-as-a-service model.
• Handling synchronous and asynchronous requests with retry logic for TransUnion responses and archiving native 271 transactions.

ERP & Warehouse Integration

Built BizTalk ESB integrations to synchronize item, item image, and pricing data between the Dynamics AX ERP and downstream warehouse and front-end commerce systems.

Technologies: BizTalk Server 2013, BizTalk ESB Toolkit, Dynamics AX, SQL Server

Challenges

• Correcting item and league identifier mapping errors that affected warehouse operations and the storefront.
• Hardening deployment and rollback procedures around known BizTalk port-binding issues.
• Ensuring reliable, auditable message flow between ERP and fulfillment.

Large-scale revenue cycle management

Replaced a proprietary Cloverleaf integration engine with a BizTalk-based HL7 hub for their patient accounting system, adding real-time transaction auditing, automatic acknowledgments, and self-service resubmission of failed messages.

Technologies: BizTalk Server, HL7, BizTalk BAM, ESB Toolkit, SQL Server

Challenges

• Migrating off a proprietary Cloverleaf engine that reformatted HL7 messages and required specialized developers.
• Providing transaction auditing, reconciliation, and alerting that the legacy system lacked.
• Scaling multiple points of connectivity to onboard new hospitals and grow message volume.

HIPAA 5010 Mandate

Worked for the publishing team, we manage the X12 standards and had to update the X12 version to 5010.

Technologies: BizTalk Server 2009, dotnet, X12 EDI

Challenges

• Microsoft is the client, we are to provide new 5010 schemas for Microsoft's BizTalk Platform
• Understanding this standard body technology at the lowest level was a challenge and an education.

Healthcare ESB Modernization

Modernized a suite of batch scripts and executables into a BizTalk Server ESB platform for HL7/HIPAA messaging, including Medicare 835 processing and prototype McKesson and Allscripts integrations with BAM-based business intelligence.

Technologies: BizTalk Server 2009, HL7, EDI 835, SQL Server 2008, SharePoint, ESB Guidance

Challenges

• Build a custom BizTalk adapter for their legacy Sybase system
• Processing incoming EDI 835 Medicare transactions and normalizing disparate formats.
• Coordinating system enhancements within a highly centralized governance structure, working closely with the application's sole architect and maintainer.

Case Exchange System

Replaced a brittle Windows-service 'Field Service Anywhere' solution with a web-based case exchange platform that integrated the client's Microsoft Dynamics GP (Great Plains) Field Service ERP with two Hewlett-Packard access points (OVSD and GSEM). BizTalk Server handled messaging, routing, and reliable asynchronous delivery of service tickets under the HP service-level agreement, with a SharePoint UI for call coordinators and a field force of 600+ technicians.

Technologies: BizTalk Server 2005, Microsoft Dynamics GP (Great Plains) Field Service, HP OpenView Service Desk (OVSD), HP GSEM, SharePoint (MOSS 2007), ASP.NET, AJAX Control Toolkit, SQL Server

Challenges

• Replacing an unreliable Windows-service solution whose business logic was locked in code and lacked reliable, asynchronous delivery.
• Integrating two disparate HP access points (OVSD and GSEM) with the Great Plains Field Service ERP.
• Resolving cross-time-zone ticket scenarios and control-character encoding issues in the exchanged messages.
• Eliminating data-sync problems and the overhead of managing client installs across 600+ technicians.

Retail Rating Solution

Designed and built an enterprise telecom traffic rating platform to import, rate, and export call traffic, spanning operational and history databases, a data mart, web workflow UI, windows services, and reporting/analysis services, plus a lightweight QA rating tool.

Technologies: .NET 2.0, ASP.NET 2.0, SQL Server 2005, SSIS, Analysis Services, Reporting Services, Windows Services

Challenges

• Processing large traffic datasets efficiently, including off-peak batch rating windows.
• Providing a separate QA sampling and approval tool driven from spreadsheet data.
• Exposing web-service integration points to customer and prepaid systems.

Establish Integration Strategy

Delivered a service-oriented BizTalk 2004 sales-order integration between trading partners and the order management system, with de-batching, validation, SharePoint-based error correction, and MOM monitoring.

Technologies: BizTalk Server 2004, SharePoint (WSS), Microsoft Operations Manager (MOM), SQL Server, XML

Challenges

• De-batching and validating orders, routing failures for correction and resubmission.
• Archiving and reprocessing exception and duplicate-order scenarios reliably.
• Standing up operational monitoring across BizTalk processes.

Executive Dashboards

Delivered on Executive Dashboards for the leaders, dashboards that provided insights into actual-to-forecast performance, inventory management, and other key metrics across the organization.

Technologies: SQL Server, SQL Server Integration Services, SQL Server Analysis Services, Temtec Executive Dashboard, Dynamics SL aka Solomon, SAGE MAS 500

Challenges

• Extract from 26 ERP source systems; located around the planet.
• Actual-to-Forecast dashboard was tough due to FRx
• Inventory Management dashboard was also challenging.

Direct Billing System

Designed and delivered on a new system to collect on unbilled call records; normally reserved as bad debt, locate the owners of those calls, and prepare bills which fall outside of the local exchange carriers.

Technologies: .NET 2.0, ASP.NET 2.0, SQL Server, Windows Services

Challenges

• Billing Name and Address Data Services integration.
• Supporting the billing team to build a new department and shape the app to accomodate the new operation

Plan de Mantención (Maintenance Plan)

A pre-CRM lead generation platform that ingested call records (call traffic) into the system, categorized customers, and applied a range of algorithmic and business-rule checks. The output was a set of categorized leads that were routed to the appropriate marketing campaigns.

Technologies: .NET 2.0, Win Forms, SQL Server, Windows Services

Challenges

• Accurately categorizing customers from raw call-traffic data using layered algorithmic and business checks.
• Generating and routing qualified leads to the right campaigns before any CRM system existed.
• Processing high volumes of call detail records efficiently.

First Notable Integration

Developed and deployed an enterprise-level data integration pipeline to bridge a legacy medical staffing system with Microsoft Dynamics GP (Great Plains) financial software. Built utilizing a hybrid architecture of Clipper, Visual Basic 6.0, and Windows Services, the solution automated the secure extraction, transformation, and ingestion of high-volume payroll, billing, and operational healthcare data into a centralized SQL Server database. This implementation eliminated streamlined financial reconciliation, and modernized reporting capabilities for our corporate operations.

Technologies: Clipper, SQL Server, VB 6.0, Windows Services, Microsoft Dynamics GP (Great Plains)

Challenges

• Supporting day-to-day operations, while developing apps, still extremely green at delivering software.
• Integrating with the ERP system to ensure accurate and timely data flow between the legacy medical staffing system and Microsoft Dynamics GP (Great Plains).
• Understanding accounting and financial systems.