Architect-first, platform-specific.

National accounting, tax and advisory firm

Program leadership and governance

• Owns architecture, delivery and governance for the firm-wide NetSuite CRM program across enterprise integrations, data platforms and BI, CRM and marketing operations, AI and ML enablement, and access controls.
• Authors the four-tier modernization roadmap (Urgent, Planned, Watch, Retire) that sequences CRM engineering investment and rebuilds custom modules on SuiteScript 2.1.
• Overhauled and standardized the end-to-end SDLC across a complex hybrid engineering organization; governs the full application lifecycle for a large production application portfolio with zero-downtime deployments.
• Embedded automated testing, security compliance and code review guardrails in the delivery lifecycle, strengthening compliance and delivery speed.
• Introduced the first firm-wide script registry and documentation framework, closing an ownership and continuity gap across every application built after 2014.
• Built the record-level cross-project dependency map that identifies high-contention zones and drives safe change management.
• Set up the NetSuite SDF CLI flow for development quality assurance, and wrote the script development and integration data sync standards.
• Directs a team and vendor squads using outcome-based performance frameworks and a mix of predictive and Agile methods; partners with firm leadership on the CRM roadmap and with an AI committee on LLM governance.
• Manages the work in Jira and Jira Product Discovery, with documentation in Confluence.

Enterprise integration

• Architected the bi-directional ERP and CRM integration: RESTlet-based microservice endpoints and event-driven user-event scripts for outbound sync across client intake, engagement letters, employees, profit centers and product master data, with a canonical data model, API lifecycle governance and bundle-based versioning.
• Owns the SharePoint document integration end to end and led its V1 to V2 migration.
• Moved the DocuSign for NetSuite integration from legacy SuiteBundles and Send-on-Behalf-of authentication to the SuiteApp platform with OAuth 2.0.
• Delivered the Qualtrics, Workday, iManage and HubSpot integrations, including an automated access revocation on termination status.
• Serves as SuiteAnalytics and NetSuite schema expert for the BI team: ODBC transport to on-premises SQL Server, then master data replication into Microsoft Fabric, through NetSuite's move from ODBC Data Source 1.0 to 2.0.

CRM platform and engagement lifecycle

• Built the custom CRM data model and entity lifecycle, and the connected engagement model: Client Intake with approval and audit setup, Engagement Intake, Engagement Letter approval workflow, Billing Table configuration and project work package configuration.
• Delivered full client lifecycle management from opportunity through executed engagement and ERP project creation, plus bulk automated engagement and project renewal.
• Built the marketing operations platform (campaign, event and contact list management, with mass-management automation) and the contact marketing-consent surface.
• Authored the original portlet framework, the NAICS-driven classification model and the mass utility layer that became the foundation of the platform.

Compliance and data governance

• Designed and built an independence and regulatory compliance system: restricted and reverse-restricted entity catalogs, corporate hierarchy mapping, conflict clearance, real-time violation alerts and an immutable audit trail.
• Built conflict-of-interest screening and clearance, a legal advisory conflict search system, a restricted foreign country check, and duplicate contact warnings.
• Delivered Login Audit by Role for access-controls compliance, and scheduled data hygiene automation for accuracy and de-duplication.

Interfaces, dashboards and analytics

• Built role-based dashboards and the KPI Matrix and sales pipeline analytics that partners use to run the pipeline conversation.
• Delivered partner-facing interfaces for pipeline updates and campaign contacts, a dynamic report management dashboard, a script error log monitoring dashboard, a report and saved search catalog, custom print forms, and custom emails, alerts and notifications.

AI enablement

• Architected an in-CRM, retrieval-augmented research assistant that surfaces client and prospect intelligence inside user workflows, the first production AI touchpoint for CRM users.
• Connected Claude to NetSuite over MCP and wrote the CRM Guide skill holding the full schema, internal vocabulary and the native and custom record lists.
• Delivered the LLM usage and cost tracking framework, and an AI-enabled user training module.

National accounting, tax and advisory firm

• Oversaw NetSuite and CRM environment architecture and development, and designed the integration and application architecture across the engagement lifecycle, dashboards, marketing operations and integrations.
• Coordinated hybrid team delivery with vendor squads and NetSuite consultants using outcome-based performance frameworks.

National accounting, tax and advisory firm

• NetSuite administration, implementation management and application ownership for the firm-wide CRM environment.
• Authored the original portlet framework, the NAICS-driven classification model and the mass utility layer.

Aviation Innovative Solutions Group

Freelance technology lead for a small enterprise technology consulting company, in parallel with the role above. A fractional technology function in a regulated industry.

• Owned the full IT strategy, budget, team and infrastructure.
• Owned the ERP, CRM, accounting, procurement and inventory management systems, plus the website and marketing-automation setup, delivered against operating requirements in a regulated industry.

Qetia

A jewelry business run alongside an enterprise technology career.

• Web developer for the business, with inventory control and supply-chain management, accounting, communications and hands-on work as a sous-jeweler.

Altico Advisors (now Sikich)

• Full-lifecycle NetSuite ERP and CRM implementations, from requirements gathering and solution design through configuration, customization and go-live.
• Advanced inventory, demand planning and procurement; order-to-cash and support case management.

Resource Furniture

• Sole program manager and technical decision-maker for the full-lifecycle NetSuite ERP implementation across CRM, sales, purchasing, inventory control, customer service and supply chain: requirements, process analysis, design, configuration, testing, cutover, user training and post-go-live support.
• Designed and deployed the customer support function in NetSuite: case lifecycle, email-to-case, customer center and portal, knowledge base, dashboards and reporting.
• Ran the post-implementation backlog and admin standards: custom forms, PDF layouts, reports, saved searches, custom records, dashboards, client-side scripting and marketing campaigns.
• Led data migration from the legacy applications, a hosted Exchange email migration (Intermedia), a file-sharing rollout (Egnyte), and the selection and implementation of a PR and marketing platform (Vocus).

Van Cleef & Arpels

• Designed and deployed a BI suite for the sales division and built a secure employee sales portal end to end.
• Full-stack application development and ERP module architecture for materials tracking and production scheduling.
• Contributed to the migration to SAP CRM: data-integrity management and system integration.

Trianon Collections

Joined as a systems analyst and was promoted to IT Director.

• Led the full lifecycle of a bespoke ERP implementation, designed and deployed as the core business system of a multi-brand luxury jewelry firm.
• Designed and built a leadership BI intranet portal on PHP and MSSQL.
• Orchestrated an EDI implementation as the central technical and business liaison between wholesale and retail partners.
• Automated order processing and high-value inventory control workflows and re-engineered the related business processes.
• Created training programs and video tutorials that drove user adoption and self-sufficiency.