Sam Sort

• Directed a portfolio of 8–12 concurrent ERP and CRM projects across multiple industries.
• Managed program budgets of up to $5M+, including forecasting, cost control, and resource planning.
• Led cross-functional teams of 20+ consultants, developers, and project managers.
• Established standardized program governance, delivery frameworks, and reporting structures.
• Worked with C-level stakeholders to define digital transformation roadmaps.
• Oversaw full lifecycle delivery: pre-sales, discovery, design, implementation, and support.
• Introduced risk management and audit controls to improve compliance and delivery quality.
• Coordinated integrations with payroll, field service, inventory, and financial systems
• Improved program delivery performance through centralized planning and capacity management.

Key Achievements

• Delivered 25+ ERP and CRM implementations across diverse industries.
• Improved on-time delivery from 70% to 90%+.
• Expanded multi-project engagements, increasing program revenue and client retention.

• Managed end-to-end implementation of Dynamics 365 Business Central (Cloud), including migration from NAV 2018 on-premise and data transitions from SAP and Sage X3 systems.
• Led a cross-functional team across finance, purchasing, sales, fixed assets, assembly manufacturing, budgeting, and multi-company consolidation modules.
• Planned project scope, timelines, resources, and budgets, ensuring successful delivery for a medical equipment organization.
• Coordinated inventory costing configuration, aligning operational processes with financial reporting requirements.
• Oversaw migration of custom reports from NAV 2018 to Business Central, ensuring continuity in the cloud environment.
• Facilitated workshops with finance and operations teams to redefine reporting needs and automate real-time analytics using Power BI.
• Directed development of executive dashboards for KPIs, invoice tracking, and aging analysis.
• Managed user training, go-live planning, and post-implementation support activities.
• Established development and reporting best practices for AL extensions and customizations.
• Led integration project between Business Central and Dynamics 365 Customer Engagement, synchronizing customers, sales orders, invoices, and service data across platforms.

Key Result:

• Successfully delivered cloud ERP transformation with improved financial visibility, automated reporting, and integrated CRM processes.

• Migration of Microsoft Dynamics NAV from version 2016 to 2018 across the organization, overseeing the project lifecycle from planning through execution.
• Analyzed and mapped existing business processes to identify gaps in NAV 2016 setup, ensuring smooth transition to NAV 2018 while maintaining ongoing operations.
• Conducted comprehensive business and technical analyses for system enhancements, producing detailed documentation and user manuals that improved user adoption and system usability.
• Implemented best practices for documentation, significantly reducing the learning curve for new NAV users.
• Integrated NAV customizations and add-ons, deploying a consignment inventory management solution that streamlined operations and improved real-time inventory visibility.
• Collaborated closely with the Finance department to translate complex financial concepts into actionable NAV system configurations, ensuring accurate cost setups and financial tracking.
• Developed and implemented a model for consignment inventory, enhancing inventory management and reporting capabilities.
• A finance project leveraging Navision 2018, significantly improving inventory costing accuracy and financial reporting for the organization.
• Demonstrated expertise in Navision software by customizing financial modules to meet unique business needs.
• Assisted in analyzing and refining business processes to enhance efficiency.
• Resolved user issues by providing timely support and solutions to enhance user experience.
• Prepare software development technical document design for new applications.

• Maintaining and compiling controls for Microsoft Dynamics based applications i.e. GP and NAV.
• Review & analysis of client requirements including financial auditors.
• Installed, configured, and troubleshot Dynamics AX and GP servers to ensure optimal performance and reliability.
• Maintenance of GP and NAV databases. Backup and recovery configuration.
• Integration through Biztalk server.
• Development of SQL scripts to have automated results.
• Substantive tests for Account receivables (e.g. Revenue testing, AR reconciliation and liquidation) and account payables management.
• Configuration control development for Purchase, Sales, Inventory and Finance modules.
• Trained end-users on Microsoft Dynamics applications, enhancing user proficiency and system utilization.
• Created detailed documentation for system processes and controls.
• Assisted partners and managers in defining proposals, budgeting, and selecting controls, streamlining client onboarding and compliance processes.
• Design requirement architecture and assist developers for the requirement developments.
• Continuous Auditing: Real time configuration and monitoring of controls.
• Business continuity Management: Disaster recovery planning controls and implementation for Dynamics servers.
• Presentations and demo for controls to new clients.
• Conducting meetings with clients for follow up and status reporting.
• Addressing risks and industry standard based recommendation for Microsoft Dynamics controls.

• Managing and implementing projects for business applications including Microsoft GP and AX.
• Led project meetings to align stakeholders and drive project objectives.
• Created reports to evaluate project performance and inform decision-making.
• Modules worked on for AX include: Finance, Purchase, Sales, Manufacturing, SQL Server, SSRS.
• Modules worked on for GP include: Finance, Sales, Purchase, Inventory, Field Service, Analytical Analysis, Payroll, HR, FRx, SSRS, Report Writer, and Dexterity.
• Having thorough domain experience and expertise in Finance, order processing, inventory, manufacturing, HR, payroll, project accounting, field services and CRM.
• Integration of third-party applications through biztalk server.
• Application troubleshooting and version upgrades.
• Customization of forms and reporting on the SSRS platform.
• Functional specification documentation approvals and assisting developers in the development process.
• Coordinating with the department owners and managers and conducting meetings.
• Coordinated communications with vendors to ensure project requirements were met.
• Created detailed documentation for system processes.
• Conducted training sessions for end-users on application features.

• Set up and managed multiple business applications including MS Dynamics Great Plains 9.0, MS CRM 4.0, Crystal Reports, Frx, HRMS & Payroll, Advent (Asset Management) to streamline operations.
• Collaborated with functional and cross-functional users to identify information system solutions that deliver measurable business benefits.
• Identification of business requirements and performing system analysis.
• Documentation for all business processes.
• Implementing IT security policies.
• Supported IT manager in daily operations.
• Contributed to development of network infrastructure.

• Supported implementations and ongoing support for Dynamics Great Plains and Dynamics CRM, enhancing system usability.
• Configured CRM requirements to enhance system functionality.
• Configured Purchase, Sales, and Inventory modules to meet specific business requirements and streamline processes.
• Gathered business information from customers, analyzed and mapped requirements in Great Plains to align with operational needs.
• Created comprehensive project documentation to ensure clarity.
• Modules worked on are Finance, Purchase, Sales, inventory and Finance.
• Consolidations in Frx reporting.

• Executed stages of building structure for steel extrusion and glass manufacturing firms for Baan implementation.
• Analysis, training, fine tuning, specification mapping, support and documentation for: Finance module (Account Payable, Account Receivables, Integration with logistics module, integration with Project, Fixed Assets, Budget Management, Cash Management, Cost Allocation).
• Project (including costing & PRP) module, Distribution (Purchase, Sales, inventory, QMS) module, Shop Floor Module (Production), MRP (Material Requirement Planning), Human Resource Management System (HRMS) (Fully designed and developed in house in Baan).
• Managed data import and export processes using Baan Utilities.

• Finance, Manufacturing BAAN training.
• Imported and exported data into Baan to ensure data accuracy and integrity.
• Developed various database projects in Visual Basic using ADO technology and crystal reports to enhance reporting capabilities.
• Installed, configured, and supported Microsoft Server, Windows NT, and 2000 to maintain system reliability.
• Configured CISCO routers for network optimization.