Toon Six Advisor

Technical Skills

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I have the following practice (hands-on) skills:

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• Acumatica ERP 

  • My Acumatica certifications can be seen at: https://www.intercs.site/acumatica-certifications

  • I obtained the Acumatica MVP award in 2018 and 2019.

  • My Acumatica skills and experience:

    • Acumatica Implementations

      • Five Acumatica implementations

        • Internet Customer Solutions

          • Implemented the finance suite, the distribution suite and the CRM suite

          • Used for purchasing computers, VoIP phones, computer networking supplies and software for clients

          • Used for sales quotes, sales orders, shipments and invoicing stock and service items, and payment processing

          • Used for banking, bank reconciliaton and closing fiscal months and year for tax filings

          • Used daily for prospecting via the Acumatica CRM

        • Asbestos Removal Company

          • Business requirements analysis and development of Acumatica solution

          • Implemented the Acumatica solution consisting of the finance suite and the distribution suite

          • Implemented the construction project management. See more details under Construction Experience

        • Food Distributor

          • Business requirements analysis and development of Acumatica solution

          • Implemented the Acumatica solution consisting of the finance suite and the distribution suite. See details.

          • Implemented the NexVue Prime Foodservice solution software

          • Implemented import scenarios and security access rights

          • Proposed two customizations: listing only substitute items of the customer in the Sales Order, calculating the PO quantity for next week based on the past shipment quantities or the past SO quantities. Documented the functional requirements.

        • Fabrics Manufacturer and Distributor​

          • The manufacturing company assembles cushions and pillows, and sells them via ECom (B2B) to national retail chains,  and via email sales to brick stores. ​

          • The distribution company imports fabric rolls from overseas, and gets flat rolls (remnants) from the US furniture manufacturers. The distribution company distributes them to retailers and manufacturers. There is a branch for fabric rolls and one for flat rolls. 

          • Planned the project and reported the status of it via MS Teams and Smartsheet,

          • Developed the detailed business requirements and documented them in MS Teams.  VIdeo recorded some operations, and discussed them via MS Teams, 

          • Developed the detailed functional requirements (logical design) aka the Acumatica possible solution. Tested the major transactions and discussed them with the client. Special solutions were documented for factoring, container shipping management and work order planning. They were discussed with the client since I worked at  the client site for about 6.5 months. 

          • Installed the Acumatica Cloud ERP instance with several tenants for testing, training and customization.

          • Configured the Finance and the Distribution suite using as much as possible current GL accounts, vendor coding, customer coding and item coding. Two companies and two branches for each company were configured. 

          • Created classes for vendors, customers and items that really make sense and that represented their vendor expense groups, market segments and product lines.

          • Migrated the data from Sage 100 (MAS90) to the Acumatica Cloud ERP.

            • Provided Excel files populated with data imported from Sage to the client so that the client could easily clean out data and assign classes. All these Excel files were stored in MS Teams folders that were properly structured for the client. This enabled simultaneous access to Excel files, and enabled fast editing of the Excel files by the clients and me. ​

            • Ran the Acumatica import scenarios

          • Provided the client access to basic real vendor, customer and item data so that they could test purchases, sales and payments. Provided them proper user instructions and trained them. 

          • The client could see every day the work planned for that day, and the work done the day before. All this was in MS Teams. 

          • Staying full time at the client side enabled me to fully comprehend the business requirements rapidly and accurately. It also enabled me to see the business processes in action, to understand the daily challenges, to understand why the client did certain transactions a certain way, to understand their terms and codes, and to capture their pain points and priorities. It enabled me to show the client during the functional requirements phase how the Acumatica cloud ERP can make it easier to do their transactions. A mutual respect and appreciation was quickly developed. 

        • Construction companies​

          • Land developer company​

            • Developed the business requirements and the functional requirements. Documented them in Google folders.​

            • The functional requirements contained several project design options for project budgets, purchase requisitions, project revenue and cost budgets, commitments and condo sales. Design options included the use of stock items, non-stock items or project tasks for the condo units. Costs and revenue was only recognized when the building was completed. 

            • Set up test tenants and tested the above project design options. This was all documented so that the customer could follow the steps during implementation. 

          • General contractor companies​

            • Documented the project design option and project data flow for General Contractors​

            • Tested the project design option and documented it. 

            • Addressed their specific questions after testing my proposed solution. 

          • Manufacturing and construction company

            • Helped develop the functional requirements for carrying kit assemblies and for using the kit assemblies in installation projects. Construction project management was used for the installation projects. 

    • Acumatica Skills

      • I have done discoveries (BPA)

      • I have given sales demos

      • I have create proposals and negotiated quotes. 

      • I have managed projects

      • I have installed Acumatica ERP, configured all suites and modules, imported data, took backups (SQL and snapshots), created GIs, needed to refresh the ARM and ARD report creation, set up restriction groups, did customizations (add a field to a screen, add a field in the database). I have implemented Acumatica Manufacturing Edition and the Acumatica Construction Edition.

      • I have trained people

      • I have offered first level support

      • I have designed functional specs for applications.

      • I can not program in ASP.Net and C#. I can use Visual Studio, and read and understand the source code.

      • I have tested programs

  • Acumatica Experience:

    • Set up 3 windows servers at Internet Customer Solutions

      • Acumatica production server for internal use

        • CRM being used for prospecting.

        • Gl still to be enhanced

        • Has some SOs and POs

        • Accessible via external IP Address

      • Acumatica demo server

        • Running Hyper-V with 4 VMs

        • Running SQL, Sharepoint Server

        • Running Acumatica ERP 2017 – 2018

        • Some SO screens integrated with MS Teams

        • Some item screens integrated with MS Sharepoint

      • Acumatica development server running SQL, Visual Studio

    • Acumatica Finance Experience​

    • Acumatica CRM Experience

    • Acumatica Distribution Experience

    • Acumatica Manufacturing Experience

    • Acumatica ECommerce Experience

    • Acumatica Project Management Experience

    • Acumatica Field Service Experience

    • All set ups and work done are documented in MS Sharepoint online site collections

    • Set up MS Teams sites for several prospects, Acumatica and some ISVs. The Teams Sites for serious prospects have the sales plan, the general requirements and the general solution for each serious prospect.

    • Developed website www.intercs.site that has about 400 webpages mostly about Acumatica ERP Packages per industry.

• On premise IT infrastructure:

  • Servers

    • Acumatica ERP

      • Installing the Acumatica ERP on Windows Servers

      • Configuring the modules of the Acumatica ERP

      • Customizing the Sales Order and Item form to link with MS Teams and/or MS Sharepoint Online sites or subsites

      • Customizing Generic Inquiries

      • Using the Finance, Distribution and CRM suites to run our company business functions

        • Regarding CRM, developed own methodology for storing business accounts, leads, marketing lists and mass emails. Customized the Generic Inquiries for business accounts

      • Implementing the Acumatica Construction Edition

    • MS Windows Servers

      • Setting up a production server, demo server and development server running:

        • MS Windows Server Standard 2016 with Domain Controller, Active Directory and Group Policies

        • MS SQL 2016

        • MS Hyper-V

          • Configuring four VIrtual Machines

        • MS Sharepoint Server 2016

  • Networking

    • WAN

      • Set up multiple WAN routers for small customers with:

        • Forwarding of internal static IP addresses to external IP addresses to enable remote access to web servers, FTP servers, IP PBX, Firewall, etc

        • NAT translation

        • Firewall configuration for SPI

      • Set up separate firewalls

    • LAN

      • Setting up servers and PCs so that they are networked, and can access the internet, share files, printers, and sign on to the Domain Controller

      • Setting up Western Digital Cloud storage devices so that users can access them in the office and from outside the office

      • Installed the CAT6 wiring and the outlets for RJ45 plugs. Installing the patch panels

    • Security

      • Setting firewalls, anti-virus and anti-malware software

• Public Cloud

  • MS Azure

    • Setting up VM sites

  • MS Office 365

    • Domain registration and set up in MS Office 365

    • Exchange Online

      • Set up Email ids

      • Connect MS Outlook

    • Sharepoint Online

      • Plan company information architecture

      • Set up multiple site collections

      • For each site collection, set up sites and subsites according to the company information architecture plan

      • Train the users

    • MS Teams

      • Set up MS Teams sites for main customers and vendors with links to MS Sharepoint Online sites or subsites. Enabled access by those customers and vendors to access those sites

      • Using MS Teams video and audio calling, and chat

  • MS Dynamics CRM On Line: using it

  • Zoho.com services

    • Zoho CRM: set up, configuration and training end users

    • Zoho Campaign

    • Zoho People

    • Zoho Assist

• VoiP

  • IP PBX: Epygi QX

    • Wrote the proposals for many customers

    • Installed mulitple Epygi QX IP PBXes for customers of 20 -35 users

    • Selected, purchased, installed and configured the right IP phones (Mitel/Aastra, Grandstream, SNOM, Yealink, Panasonic,..)

    • Trained the end users

  • Cloud PBX: Epygi ECX

    • Configuration of the Cloud ECX for SIP and the call handling

    • Configuration of the IP desktop phones and the mobile app.

  • Hosted VoiP RingCentral

    • Wrote the proposals for many customers

    • Set up the Ringcentral phones, extensions, company menu, greetings, voicemail, etc

    • Trained the customers

• CCTV

  • Wrote the proposals which include the right requirements, the right DVR, and the right cameras

  • Installed and configured the DVR

  • Installed the coax wires and plugs,and the cameras

  • Set up the remote access via the internet by forwarding the IP address