Portfolio Category: Data Migration

Migrating data from a current or old system to be integrated into a new system and new process. This is beyond export and import tasks. Involves careful testing and matching of fields to make a new system functional.

Technology – Internet Provider

Midcontinent Communications (A ComCast company) 

Sioux Falls, SD (USA)

2007 – 2013

Dynamics GP  Functional/Technical Lead 

Upgrade and Conversion

Upgrade from GP 8 to GP 10 and GP 10 to GP 2010

Data migration from obsolete 3rd party modules to new modules; including data mapping, test plans, and creation of user manuals.

Dexterity customizations to GP’s payables and financial modules to integrate 3rd party billings and to integrate GP with the AS400 Cable Billing System.

Customer Reports include:

  • Inventory turns versus on hand
  • Custom trial balances
  • Custom balance sheet – P&L
  • Income statements in Excel,
  • PO’s overdue 
  • HR reports on statistics and user activity

Microsoft CRM 4.0 with Scribe integrations to GP for marketing and customer service tools for business development , TV advertisers and sales reps.

Process Engineering

Led the implementation of Acellos bar-code software to change from a manual picking, packing, and receiving process to an automated process, saving an estimated seven staff persons or about $210,000 per annum with process re-engineering.

Custom programming using Modifier, VBA, VB.NET, T-SQL, SRSS and Crystal Reports to customize GP 10 to enforce business rules, create applications or enhance the experience.

Manage SQL Server 2008, including database backups, admin, upgrades, service packs as well as create Stored Procedures in T-SQL, views, tables and SQL Reports.

Technical Support

Daily functional technical support for a 90-user community in all modules (listed at right margin). Troubleshoot and problem solving of general errors, financial misbalancing problems, inventory issues and more.

Support Doclink document imaging and workflow system, integrated to the payables module.

Created requirements and functional specifications documents for custom software development work within GP.

Reporting and Management

Projects include constructing a capital reporting workflow, expense reporting tool for all departments and  financial / inventory and sales analysis reports.

Development of Full life-Cycle GP processes from year-end closings, fiscal year-end closings, setup of all modules listed, and maintenance of the system with service packs and hotfixes.

Implementation of bar-code software and wireless terminals for inventory management and serialization to increase order fulfillment and receiving accuracy and speed.


Customer Reports include: inventory turns versus on hand, custom trial balances, custom balance sheet, and P&L, income statements in Excel, PO’s overdue,  HR reports on statistics and user activity.

State Government

State of Arkansas (Department of Workforce Services)                          

Little Rock, AR (USA)

Feb. 2010 – Aug. 2010

System Migration

Business Analysis – ERP Implementation (GP 2010)   

Migration ERP systems from COBOL, AS400, Excel and Access into a new GP 2010 install using VB.NET and SQL Server 2008

Business Analysis Processes

Business analysis processes to understand current systems and business processes and translate to a fit-gap / requirements document and assisted with the procurement and implementation of GP 10 and other 3rd party add-in modules.

Customization of GP 2010 using VB.NET, dexterity, E-connect and SQL Reports (SRSS)

Marketing Support

JC Sales (International Wholesaler and Distributor)                         

Los Angeles, CA (USA)


Deliverables and Services Provided

Custom programming and business requirements for custom in house projects including bill of lading application, delivery scheduler, routed pick lists, financial reporting, and budget tools, etc.

Financial reporting, design new balance sheets, cash flow, and real-time management expense and budget reporting tool to tie to the company departmental budgets and P&L.

Design dashboard and KPI reports for trending and sales predictions.

Supported the CFO,  accountants, and controller in analyzing data, tying out sub-ledgers, work through audits and performing general accounting forensics as needed in the database.

Upgrade and Conversion

Successful upgrade GP 8 to GP 2010 successful implementation of new modules including HR, Payroll, Field Service, RMA, Bar-code scanning and others.

Implemented Dashboard reporting application, Just-Enough real-time inventory and procurement application

Converted VBA and Dexterity code to .Net code and upgrade to GP 2010 compatibility.

Business process re-engineering for new processes including Collections, A/R, and sales.

Inventory Management and Communications – E-Commerce

Development of on-screen web-based application to handle dock pickups with real-time connection to GP.

  • Digital and multi-screen advertising to consumers
  • Cross screen engagement
  • Social spider-webbing strategies  B2C strategies
  • Vendor engagement with multi-screen communications from GP (inventory and order fulfillment)

Developed meta-data feeds for vendors to manage inventory at the warehouses as well as customer feeds for ordering and on-line ordering.

Developed  on-line ordering for vendors

Training and standard support.

Wireless and Telecom

Deliverables and Services Provided

Ask me for a sample of project deliverables to major Wireless Corporation in the Midwest United States.

Upgrade and Custom Integrations

Support and upgrade Wennsoft (TimeTrack, Job Cost), Replicon and all 3rd party GP products

Support and upgrade GP 2013

Integrations to cloud-based time management software and other systems integration, including complex report designs using SRS and .net integrations to GP.

Create custom SQL integrations to load project / job data into Wennsoft from AT&T /Verizon systems. SQL development to stage and integrate data from various host systems to and from Great Plains (GP).

Design new SRS reports using GP and Wennsoft tables. Understand all Dynamics and Wennsoft table structures (1500+ tables) in detail including fields and purpose.

Scribe and Smart Connect integration work, EDI from cloud solutions and mainframe into GP database.

Customize GP using VB to change functions of the various windows, create complex routines to split labor data from one job to many jobs based on algorithms required by the client.

Customization and integration work using smart connect, VBA, .net with cloud based applications to integrate payroll to job cost, project accounting and other modules.

SQL 2012 development of custom stored procedures for automating user tasks, processes and reporting.

GP 2010 to GP 2015 upgrade. Planning for AX conversion after Nokia acquisition. Data conversion and mappings to AX from GP.

Finance and Accounting

Auto-reconciliation tools built for AR/AP/Accrued Purchase/Inventory to reconcile the GL balance sheet accounts to related A/R modules to improve month-end close processing time.

Custom financial reporting for month-end, percent of completion reports, and other finance-related reporting.

Manufacturing and project accounting for construction projects. MRP for planning materials and lead times, custom .net application written to replace the MRP module for the highly customized need.

Third-Party Relationships

Altec Doclink

Paramount Workplace

Acellos A1 WMS

Acellos WMS Collect for GP

Print Boss/Mekorma MICR

Key2Act (Wennsoft) Job Cost

Key2Act (Wennsoft) Service

SRSS – SQL Reporting Design

CRM 4.0 / Scribe integration


Feed Mill Management

Batch Master


SQL Reporting

Bar-Coding Apps.

CRM 4.0

Smartlist Builder

Jet Reports

Kwik Tag



Deliverables and Services

Sample of projects delivered to major manufacturing corporation.


  • MRP implementation with automatic replenishment for supply and demand and customizations to handle import transit containers.
  • Successfully salvaged failed GP implementations.
  • Developed project plan and approach in order quickly and intelligently reload failed GP 2015 implementation.
  • Launched manufacturing and all standard modules within 6 months.
  • Financial: Write balance sheets, P&L and other financial reports using Management Reporter.
  • Multicurrency set up, gain/loss, and setups across multiple currencies and companies.


  • SQL integrations using eConnect, Smart Connect, etc. Integrations to cloud-based and local applications such as  Replicon Time Imports, SAP, DataMasons EDI, Site Tracker for Wennsoft (Key2Act) job costing imports, WASP (supply chain database), etc.

Warehouse Management Systems (WMS)

  • Bar-code scanning using Panatrack, Inventory and Asset Tracking, Custom SQL code with 3rd party vendors to handle special integration points.
  • Deploy and analyze workflows for scanning transfers, manufacturing receipts, put-away, sales shipments, returns, PO receipts, etc.
  • Import Electronic Data Interface (EDI) orders to GP 2015 and manage the integration work and traffic and workflows for EDI data for thousands of orders per day volume.
  • Assisted with the launch of EDI to major customers such as Walmart, Home Depot, and Lowes.
  • WMS system, automate various manufacturing processes and distribution using GP Dynamics 2015 R2, with custom Visual Basic and SRS reports.
  • Custom reporting, KPI, and dashboards for warehouse and other operations.
  • Bill of Materials import tool.
  • Design manufacturing setups and configuration with routing, costing, and work center.
  • MRP (replenishment) using MRP and custom work using VB.NET to handle the In transit transfer module for MRP.
  • Custom processes that handle shipping, payments, and complexities related to overseas manufacturing and MRP/planning functions.
  • Upgrade two versions of GP, including fixing data and accounting setups to streamline and automate accounting during transaction entry.

Finance and Accounting

  • Create balance sheets, P&L, and other financial reports using Management Reporter.
  • Multicurrency set up and gain/loss and setups across multiple currencies and companies.

Technical Expertise

Dynamics GP Version 5 – 2018

Dynamics AX

Dynamics Nav

Visual Studio for Applications

Crystal Reports to Version 10

SQL Server ver. 7.0 to 2019

SRS – SQL Reporting Design

Visual Basic / VB.net

Transact SQL

Windows Servers Setup/Config

Custom Programming GP

Dexterity Programming

GP Report designer/VBA

SQL Programming

Data migration / integrations