Transformation Success Stories

Throughout my career, I've specialized in solving complex technology challenges that others couldn't solve. The following case studies highlight some of my most significant transformation initiatives and their business outcomes.

Liberty Supply: Building a Technology Foundation from Scratch

Co-founder ERP Implementation AI Integration

The Challenge

As co-founder of Liberty Supply, I faced the challenge of building a complete technology infrastructure from the ground up before the company could begin operations. We needed systems that would enable order processing and full operational capability on day one, despite having no established vendor relationships or customers.

The Approach

I architected a comprehensive technology stack centered around SAP Business One, with custom-developed add-ons to address specific business needs. Additionally, I pioneered the use of AI for product content generation and marketing outreach, implementing solutions that would have been impossible with traditional methods.

The Results

  • Operational readiness on day one
  • Generated 1 million product listings in the first year using AI
  • Developed AI-powered marketing platform that significantly expanded client base
  • Successfully transitioned 11 professionals from previous employer

"The AI-driven content generation system we implemented accomplished in months what would have taken years with conventional approaches."

Key Technologies

SAP Business One ERP, Custom C# Development, OpenAI Integration, Server Infrastructure, E-commerce Integration

State Supply: Digital Transformation of an 80-Year-Old Business

Director of Operations Digital Transformation E-commerce Integration

The Challenge

State Supply was an 80-year-old HVAC distributor using paper-based processes and outdated technology. The company had attempted an ERP implementation twice before, both of which had failed. Growth had stagnated, and the company needed to modernize to remain competitive.

The Approach

I led a complete digital transformation, beginning with rescuing the failed SAP Business One implementation. I redesigned core business processes, implemented integrated e-commerce capabilities, and developed data-driven decision-making tools. Critically, I navigated significant organizational resistance to change through targeted training and change management.

The Results

  • 300% revenue growth over tenure
  • First million-dollar month in company's 80-year history
  • E-commerce grew to represent 50% of total revenue
  • Successfully transitioned from paper-based to digital operations

"The transformation wasn't just about technology—it was about changing deeply ingrained business practices while preserving the company's core values and brand heritage."

Key Technologies

SAP Business One ERP, E-commerce Platform, Business Intelligence, Process Automation, Integrated CRM

Ben Tire Distributors: Rescuing a Failed Implementation

Director of IT/CIO Project Recovery Business Intelligence

The Challenge

Ben Tire, a $160M tire distributor with over 500 employees across 30+ locations, had invested three years in an ERP and POS implementation that had failed to deliver results. The company needed to modernize its operations to support the CEO's ambitious growth targets from $50M to $300M.

The Approach

I conducted a comprehensive assessment of the failed implementation, identifying both technical issues and organizational barriers. I restructured the project approach, implemented a dynamic pricing system, and developed the company's first business intelligence platform. Throughout the process, I managed significant cultural resistance in a traditional family business environment.

The Results

  • Successful implementation within 6 months (after 3 years of previous failure)
  • 5% increase in margins, adding $8M+ in annual profit
  • 480% improvement in productivity
  • $180,000 monthly savings in operational costs

"By understanding both the technical requirements and the business goals, we transformed what had been a costly failure into a significant competitive advantage."

Key Technologies

ERP System, Point-of-Sale Integration, Business Intelligence Platform, Dynamic Pricing System, Inventory Management

ITC Transmission: Enterprise-Scale Infrastructure and Compliance

Vice President of IT Enterprise Infrastructure Regulatory Compliance

The Challenge

As the nation's first independent energy transmission company, ITC Transmission faced the challenge of building enterprise-scale infrastructure to support operations across 1000+ sites in 6 states. The company also needed to navigate complex regulatory requirements while supporting rapid growth and a successful IPO.

The Approach

I led the technology operations across the enterprise, orchestrating headquarters relocation that included a state-of-the-art control room. I pioneered IT governance frameworks for regulatory compliance and managed the technology aspects of multiple billion-dollar acquisitions. Throughout this period, we were early adopters of virtualization technology.

The Results

  • 100% regulatory compliance with NERC requirements
  • Security practices recognized as an "Example of Excellence" by NERC
  • Successful support of company through IPO process
  • Seamless integration of acquired companies and assets

"Our infrastructure implementation was so impressive that the control room was featured in industry case studies and advertising materials."

Key Technologies

Enterprise Infrastructure, VMware Virtualization, SCADA Integration, Security Systems, Disaster Recovery

Recognition & Achievements

Example of Excellence
North American Electric Reliability Corporation

Recognized for implementing industry-leading security practices for critical infrastructure protection at ITC Transmission.

Trade Ally of the Year
CenterPoint Energy

Led energy efficiency initiatives that saved customers hundreds of thousands of dekatherms of energy and reduced carbon emissions by approximately 100,000 metric tons.

Business Heating Efficiency Trade Partner of the Year
Xcel Energy

Organized and distributed key data that allowed customers to earn tens of thousands of dollars in energy rebates from Xcel Energy.

#31 MSPMentor100
MSP Mentor

Led Logicorps to recognition as one of the top 100 managed service providers in the United States, earning the #31 position in 2010.

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