Work

Results from consulting engagements and in-house technology leadership.

Eight case studies across Business Central, NAV, EDI, Dynamics 365, and custom development. Each is labeled as a consulting engagement or an in-house role. Clients are described by industry, never by name.

8 of 8 case studies

BUSINESS CENTRALDYNAMICS NAVEDIINTEGRATION

Consulting engagement (current)

NAV-to-Business Central upgrade with EDI and marketplace integrations

International CPG manufacturer and distributor

Upgrading from Dynamics NAV to Business Central, with customer EDI through TrueCommerce, custom AS2 for vendors, and Amazon, Shopify, and TikTok store integrations built on .NET APIs and AL extensions.

EDIDYNAMICS NAVLEADERSHIP

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.

INTEGRATIONEDICUSTOM DEVELOPMENTLEADERSHIP

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.

BUSINESS CENTRALINTEGRATIONCUSTOM DEVELOPMENT

Consulting engagement

Business Central customer portal with document integration

Built a full-stack customer-facing portal surfacing live Business Central data through the BC API, with SharePoint document integration via the Microsoft Graph API.

→ Customers self-serve on live ERP data with zero ERP licenses issued to customers.

BUSINESS CENTRALRESCUEINTEGRATION

Consulting engagement

Business Central POS integration rescue

Multi-location compounding pharmacy

Took over a point-of-sale integration with Business Central after the original implementation failed and brought it to a stable, working state.

→ A working POS-to-BC integration after a failed implementation.

DYNAMICS 365EDICRMLEADERSHIP

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.

EDIBUSINESS CENTRALLEADERSHIP

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.

DYNAMICS NAVINTEGRATIONEDI

In-house role · Consulting engagement

Amazon Seller and EDI order processing into NAV

Built an end-to-end order processing pipeline from Amazon Seller Central and EDI transaction sets into NAV — automating order intake, inventory updates, and fulfillment acknowledgment.

→ Multi-partner orders processed automatically into NAV without manual re-entry.

Have a similar problem?

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Describe the systems and trading partners involved and what needs to change. I review every inquiry personally and will tell you directly whether the project is a fit.

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