Portfolio Category: Full Cycle Implementation

Finance and Cost Accounting

Functional Consulting – Finance and Cost Accounting  

I work closely with the multi-functional team or teams that the project touches to analyze how Microsoft GP Dynamics (and/or partners) can be used to deal with the challenge that a department or company faces.

The teams usually include representatives and experts from Logistics, Management, Finance, and Procurement, as well as experts who are end-users from each area. A key function is to go beyond ‘coding’ and ‘tech support’ and to provide a bridge for each of the other parts of the company to cross over and build a stronger interdisciplinary solution.

I thoroughly understand Dynamics and how to use the functionality of the modules to match business successfully and compliance needs such as SOX Compliance. The depth of Dynamics’ capability enables me to map business processes to the software and deliver the results outlined from the beginning of our work together.

  • Build Dashboards to Manage by Exception
  • Team Accountability with CFO and Finance Department members
  • Chart of Accounts set up
  • Workflow and Project Management set up
  • Cash Flow Statements design
  • Projections design reports
  • Month-end /YTD / Year-end Close Processes
  • Account Balance Control (Real-Time)
  • Fixed Assets and other accounting report suites (e.g. depreciation, disposals, capital projects, etc. ) under the direction of the CFO

Dynamics Modules
  • Bank Reconciliation
  • EFT
  • Multi-Currency
  • Inter-company Reconciliation
  • Budget Setup
  • Budget vs Actual Reports
  • Tax Setup (Canadian and US) e.g. GST, HST, State Sales Taxes

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.

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.

Oil and Gas

GLND Noble Denton (Oil and Gas Consultants)  

Houston, TX



Deliverables and Services Provided

Finance and Accounting

Implemented Project Accounting for the software solutions group.  Project Accounting integration to their custom website with other GP modules and sub-systems. Created and designed project accounting reports and implement PA for other foreign entities, migration of data.

Business Process and Full Life Cycle Implementation

Business Process re-engineering and entire development life cycle from requirements, to UAT to implementation and training.

Visual Basic and Modifier customization to Project Accounting Report formats.

Full life cycle implementation from the project plan, to UAT and configuration into a live environment.

Implement Sales Order Processing (invoices, returns) for Canada and US Regions, including customizations of Report Writer formats and UAT process.

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