Portfolio
Featured Case Studies
Distributor and manufacturer of teenage men's and women's clothing - Needs analysis, system evaluation and selection project for comprehensive ERP and accounting system
Steel Fabricator - Implemented an integrated accounting and ERP system for a large steel manufacturer, including subsidiaries in Ontario, The US, and Mexico.
Restaurant franchisee which had to move off their existing proprietary accounting system, in a short period of time due to an urgent situation. We were able to get them up and running in under 3 weeks. They are using the free and open source community version of the accounting software. We have implemented some enhancements, and contributed them back to the community.
Distributor of Music DVD's and CD's - We completely replaced an old/expensive, proprietary inventory and accounting system with a fully integrated open source solution
Textile distrbutor - We have implemented a completely integrated open source accounting, sales and purchasing system, using free and open source software
Distributor of Eco friendly office and restaurant products - We have implemented a fuilly integrated open source accounting and ERP system
Manufacturer of safes. We implemented a free and open source, web based human resources system to track information about their workers, leave time, and vacations etc.
Medium sized retail Operation. We implemented an open source web based eCommerce system for a brick and mortar store that wanted to sell their home furnishing products online.
Federal government department for agri-business is adopting open source software. They wanted a platform independent, open source accounting system with french language support. They wanted to be able to integrate with their web shopping cart and non-profit membership system, which is also running on an open source platform. They have a mixed environment with a Linux server, some workstations on MS windows and some on Linux. They wanted a system which fits their current needs, can adapt and grow, and does not lock them into a proprietary vendor or platform. There are plans to move this solution out to other associated businesses in the area, and other government departments, for little additional cost.
Other case studies with xTuple Postbooks opensource accounting/ERP
General IT Consulting
Needs Analysis and systems Selection Studies (Inquire about Government Assistance)
- System review, needs analysis and recommendations for a Courier Company
- ERP systems for a manufacturer of Plywoods and furniture components with two locations.
- Retail system for a client with 6 stores (4 in Montreal and 2 in Ottawa).
- Sock manufacturer in Toronto and Montreal.
- Medium sized property management company that handles both residential and commercial real estate transactions.
- Medium sized manufacturer of soft goods
- Distributor of Industrial Instrumentation equipment (Parker Hannafin products)
- Distributor of various products for large Grocery Chains, such as knives, equipment etc.
- Transport company with offices in Montreal and Toronto
Prepared and conducted hands-on courses for practitioners at the Canadian Institute of Chartered Accounts Information Technology Conference in Toronto during the summer of 1995.
Business and Accounting Systems
Served as a project manager for a large e-business related project funded by CANARIE
Served as project manager on a large ERP implementation of Microsoft Great Plains eEnterprise system for a client in the high tech. industry. This involved IT infrastructure, financials and distribution, manufacturing and service areas. This client develops and sells systems to the retail industry.
Installed and implemented several MS Access and SQL server based business systems (Bluelink Solutions Accounting) Performed training implementation assistance, custom specifications.
Examples:
- Manufacturer and distributor of shower doors (including integrated B2B e-commerce)
- Distributor of textiles
- Developer of Web sites for the auto industry
- Distributor of air and water pollution equipment
- Large retailer with 26 locations
- Manufacturer of Luggage
- Irrigation service company
- Manufacturer and distributor of lanyard products
- Printing company
- Food importer and distributor - inventory and POS
Installation and training on entry level accounting software in various companies. (Mostly MYOB and Quick Books)
Project manager for Great Plains Dynamics implementation at large non-profit organization.
Extensive research and evaluation of different accounting systems including both network based, and client/server architectures with graphical user interfaces.
Over the years conducted a number of implementations of Accpac Plus accounting software at various companies.
Implemented various payroll systems in different companies
E-business, Groupware
Online catalogue system for retailer of home furnishing products:
Produced an on-line catalogue system for a furniture and wood products company.
Integrated B2B e-commerce site for Shower door manufacturer
Online catalogue system for Holiday decoration company
Prepared and presented a session entitled "Introducing the Internet" to a group of chartered accountants at a local accounting firm (1996)
Intranet file sharing application
Industries
Was involved in implementing a practice management and time and billing system for a medium sized professional firm with 100 users. Included data conversion, training, custom reporting (Crystal reports).
Co-ordinated two implementations of a low end windows based apparel system for importers of clothing and handbags.
Involved in the implementation of MRP/accounting system for food manufacturer.
Researched and evaluated various mid-ranged Point of Sale systems for a retail operation with two stores. The system included point of sale invoicing with bar-coding, receiving and purchase orders, with inventory control. We looked at reporting for sales and merchandising, multi-store polling and interfacing with back office accounting.
Co-ordinated implementation of low end property management system with two residential apartment buildings.
Implementation of mid level accounting system at advertising agency.
Conducted a needs analysis and system evaluation for a large restaurant concern with over 65 franchises, involving point of sale and back office accounting systems.
Training and technical support for Restaurant client on Microsoft Great Plains, using Citrix Metaframe for remote locations in Quebec, Ontario, and Florida. Produced customized financial statements with FRX.
Implemented mid level accounting system for steak house restaurant.
Researched and evaluated various systems for executive recruiting company.
Information Systems Audit
Sarbanes Oxley compliance project at an Insurance company which is a division of the Toronto Dominion bank. We were involved with documenting business processes in the IT and general controls area, assessing controls, designing test plans, and assessing effectiveness of controls. We were also involved in similar work with application controls and the financial processes.
Sarbanes Oxley compliance project for a high tech software development company located in Old Montreal. We are involved in preparing the Sox documentation, monitoring the various remediation plans, assisting with the implementation of new processes and best practices, walk thrus and testing of the various processes for the major IT cycles - Software development and program changes, Security and Operations.
Planned, conducted and coordinated the information systems audit of a large importer of women’s clothing. We worked closely with the financial audit team, to evaluate system controls, and test the flow of transactions through the sales process. We also conducted various substantive tests on inventory, accounts payable and accounts receivable applications.
Implementation of data transfer system from Momentus BBX apparel system to excel for data analysis.
Review of controls and weaknesses at girls clothing manufacturer. Looked at backups, virus protection, systems conversion and development controls, security etc.
Conducted various Y2K reviews and plans
Transfer of client trial balances from various systems to Caseware working paper program
Designed and conducted various Computer Assisted Audit Techniques, such as automated accounts receivable confirmations with monetary unit sampling techniques.
Restaurant franchiser with 15-20 restaurants across North America. Reviewed security regarding remote access to servers based locally re: network security, VPN access, firewalls. Assessing vulnerabilities and risks, penetration testing, user authentication etc.