My services are built around helping controllers and operations get the most out of their software—without the technical overwhelm

Results of a process manager, minus the permanent hire.

SERVICES

Here’s how I can help:

End to End Process Design

Make sure the workflow from field → office → ERP → reporting actually works.

I map how work really happens in your company — then design a smooth, step-by-step process that your team can follow.

What this means

  • Understand the business and field workflows

  • Define steps, approvals, and hand-offs

  • Build a clear process so everyone works the same way

  • Fix bottlenecks and confusion between departments

Examples

  • Time → approvals → payroll → job cost → GL

  • PO → receipts → AP invoice → payment

  • Field daily reports → job cost updates → WIP

  • Equipment time → costing → billing / internal chargeouts

Output

  • Process maps/checklists

  • Clear approval + responsibility matrix

  • Field + office workflow clarity before automation/SOPs

ERP & Connected Software Optimization

Fixing, configuring, and tuning your ERP + add-on tools so the system follows the business — not the other way around.

What this means

  • Clean up and optimize ERP setup

  • Structure reporting and costing correctly

  • Align software platforms

  • Validate integrations + data mapping

  • Build automation and reduce manual work

Examples

  • Rebuild cost codes to match job structure & GL

  • Fix payroll mapping, burdens, union rules & earning codes

  • Power Query files pulling from multiple sources automatically

Output

  • Config files + mapping tables

  • Integration templates

  • Automated reporting files

  • Cleaner data, less manual reconciliation

$150 per hour

SOP & Training Development

Create company-specific SOPs + video training so everyone knows what to do and how to do it the same way every time.

What this means

  • Document steps for each process

  • Record screen-capture SOP videos

  • Write step-by-step instructions for field + office

  • Onboarding and training materials that match your system

Examples

  • “How to process payroll using your timekeeping software & accounting software— start to finish”

  • “How foremen enter time in your timekeeping software for job costing”

  • “How AP invoices get approved and coded”

  • Union reporting — click-by-click SOP walkthrough

Output

  • SOP video library

  • Written procedures + flow docs

  • Role-based training guides

Retention & Adoption Support

Turn “our system isn’t working” into “this system works for us.”

What this means

  • Rescue struggling ERP users before they switch systems

  • Audit ERP + workflows and fix the real root cause

  • Re-engage teams who feel the system “doesn’t work”

  • Maximize value from the ERP before re-platforming

Examples

  • Fix broken configuration and reporting

  • Training to replace bad habits and workarounds

  • Build confidence in system with SOPs + workflows

Output

  • Stabilized users and salvage your ERP investment

  • Fixed configuration + adoption momentum

  • Lower support burden for vendor and client

Controller & Systems Support

Short-term help when you need a Process/Systems “Co-Pilot” — without adding a permanent role.

How I help

  • Step in when the Controller / Management team is overloaded

  • Map, clean up, and document existing processes and system setup

  • Support new job/department/entity setups and configuration in the ERP

  • Help translate operational needs into system changes (menus, inquiries, integrations, reports)

  • Provide continuity during turnover, onboarding, or ERP upgrades

Examples

  • Acting as a temporary process/systems lead alongside the Controller

  • Helping a new Controller understand and optimize the existing ERP configuration

  • Designing month-end close workflows, WIP support, and reporting packages

  • Training accounting and operations staff on how to use the system as designed

What you get

  • A calmer, stabilized finance/systems function

  • Clear documentation, process maps, and reporting structure

  • A smooth hand-off back to your internal team once things are under control

Why work with me?

With years of experience in construction finance and ERP optimization—I combine deep technical knowledge with a practical, operations-first approach that delivers measurable results.

Ready to make your ERP your biggest assets


Let’s schedule a discovery call to pinpoint opportunities in your current setup and create a clear plan to get you there.

P R E V I O U S P R O J E C T S I N C L U D E

  • Financials & Reporting

    Live, drill-down financials in your ERP — or a refreshable Excel model that pulls from it to fit more customized needs

    WIP & job cost reporting

    KPI dashboards for executives and project managers

    Month-end close process optimization

  • Power BI & Excel Analytics

    Set up analytics using Power BI or Excel to show data from multiple modules or systems


    Ready made pivot tables for more dynamic modeling and analysis

  • End to End Integration

    Map how work actually flows between tools

    Connect ERP with payroll, document control, field apps, BI etc

    Sync key lists and codes so data matches everywhere

    One source of truth with simple SOPs for each task

  • Workflow Automation

    Automate AP approval workflows

    AR progress claim automation

    Automated AR statements & payment reminders

    Purchase order & invoicing templates

  • System Configuration & Optimization

    Module setup & cross-module integration

    SQL-driven data views & custom grids

    Chart of accounts, cost code structure, and budget controls

    Change order workflows

  • Operations Integration

    Field data capture setup (Employee Time Portal, mobile forms)

    Training for site teams and project managers

    Realistic rollout planning to minimize disruption

  • Payroll / Union Configuration

    Set up earnings, deductions, benefits

    Configure union and certified payroll tables

    link payroll data to job costing for accurate labor reporting