Services / Lead
Fractional CIO/CTO and technology leadership
Architecture reviews, IT roadmaps, vendor and platform selection, post-carve-out stabilization, and fractional CIO/CTO leadership for mid-market and PE-backed companies.
Scope
What this covers.
I've held the CIO and CTO roles — building and leading ERP, EDI, integration, ecommerce, and BI teams across the U.S., Europe, Australia, and Asia, managing third-party providers and multi-million-dollar IT/EDI budgets, and stabilizing IT through a carve-out and an ERP transition. Leadership engagements draw on that experience: the decisions are made by someone who has owned the consequences.
We deliver leadership as defined work — an architecture review, an IT roadmap, a vendor or platform selection, post-carve-out stabilization, or a fractional CIO/CTO role with agreed scope and cadence. Because the practice also builds integrations and migrations, the roadmap is written by people who will have to make it work.
Evidence
Leadership roles
In-house CIO
Global ERP, EDI, ecommerce, and CRM programs
Global manufacturer and distributor
Led ERP, EDI, ecommerce, and BI teams across the U.S., Europe, Australia, and Asia on Dynamics AX and Dynamics 365 Finance & Operations. Technical lead for a Dynamics 365 Commerce B2B order-management program, and led consumer, customer, and helpdesk CRM implementations in the U.S. and EU.
→ Retailer drop-ship and direct-import programs implemented for brick-and-mortar and online retailers.
Interim IT Director engagement
EDI through a carve-out and ERP transition
Multi-plant automotive and packaging manufacturer
Managed EDI processes through post-carve-out stabilization and a Business Central implementation, and developed custom EDI integrations and automation workflows with Infor Trans4M, supporting seven U.S. and three Mexico facilities.
→ Trading-partner EDI maintained through a carve-out and ERP transition across ten facilities.
In-house IT/EDI leadership
EDI chargeback and cost reduction
International CPG manufacturer and distributor
Managed a five-person IT/EDI team, third-party providers, and a $2.5MM+ annual IT/EDI budget. Integrated EDI with Sage PFW and Dynamics NAV, and built custom SQL Server, ERP, and EDI validation and automation tools across retail, wholesale, direct-market, fulfillment, and logistics transactions.
→ Customer and vendor chargebacks cut 80% from a peak above $2MM; fixed EDI costs reduced 30% annually.
In-house CTO
Integration platform replacement
Logistics visibility platform
Built and led a team that included four dedicated EDI and integration engineers, and personally developed an internal and customer-facing integration platform in Python, .NET, SQL Server, and modern APIs. It integrated logistics, transportation, customer, billing, POS, ERP, and analytics data and replaced expensive third-party integration platforms.
→ More than $300K in annual costs eliminated; recovered transaction fees representing approximately 30% of gross revenue.
Already working with a Microsoft partner or MSP? We can take on an agreed integration, EDI, migration, or remediation workstream alongside your existing team.
Start the conversation
Tell me what needs to connect, migrate, or work better.
Describe the systems involved and what you're trying to accomplish. I review every inquiry personally and will tell you directly whether the project is a fit.
Discuss a leadership engagement