Process mapping, organizational change, and Epicor delivery—so technology follows the business, not the other way around.
I am more than a technical configurator. My strongest work starts before anyone opens Kinetic: understanding how people actually process invoices, claims, orders, and exceptions today—where handoffs break, who owns decisions, and what “good” looks like for finance and operations.
I map current-state processes with the people who live them, then design a future state that is realistic to adopt. That includes role clarity, control points, and change readiness—not only screens, BAQs, and Functions. Only then do we implement in Epicor Kinetic, ECM/DocStar, integrations, and intelligent automation so the system supports the new way of working.
That combination is intentional: deep Epicor and ECM implementation skill and the ability to lead organizations through process redesign. Technology without process design creates expensive friction. Process design without solid delivery never sticks. I do both.
Core strength
Document how work runs today, surface gaps and waste, and design the target process with clear ownership, exceptions, and controls.
Core strength
New processes fail when people are left out. I plan training, communication, and cutover so teams can actually run the new model.
Delivery
Kinetic Financials, ECM/DocStar, AP automation, DataLinks, Functions, and integrations—built to match the process we designed together.
How engagements typically run
Whether the project is AP automation, ECM-driven Kinetic work, or a broader finance process redesign, the sequence stays grounded in the business.
Map current processes, systems, pain points, and informal workarounds. Hear from the people who run the process every day.
Define the future-state process, controls, and ownership. Align on what changes for roles, timing, and exception handling.
Configure and develop Kinetic, ECM, Functions, and integrations so the system encodes the agreed process—not a generic template.
Train, support cutover, and stabilize. Success is measured by adoption and process outcomes, not only by go-live day.
Selected work
These examples show the technical outcomes. Behind each is process discovery, future-state design, and change with the client team. Full write-ups are in Case Studies.
ECM + Kinetic Functions: true document-driven workflow
Scan to match: intelligent AP extraction & 3-way match
Ancora + DocStar: seamless AP capture & routing
Excel → ECM: automate complex spreadsheet imports
Manufacturing AP workflows in Epicor ECM
Ancora intelligent data capture for AP
Epicor Kinetic data migration (DMT)
BarTender + Epicor label integration
Across these engagements the technical tools differ—ECM, IDC, Functions, DMT, labeling—but the approach does not: map the real process, design the future state with the business, implement with control, and help the organization adopt the change.
If you need someone who can sit with finance and operations and deliver in Epicor—not only write technical solutions—I would be glad to talk.