Our work

Three decades of systems, distilled to a few stories. Client work is often confidential — these are representative engagements, told with permission or anonymized.

Enterprise-wide sales tax, integrated across every system

International nonprofit

Challenge

Sales tax compliance scattered across NetSuite ERP, Dynamics CRM, and multiple sub-journal systems.

Solution

Designed and built a cross-enterprise tax solution integrating Avalara via API, with data feeds across a multitude of eclectic accounting subsystems.

Outcome

One authoritative tax process across the enterprise; sales tax compliance successfully managed.

NetSuite Avalara API Dynamics CRM

We needed sales tax automation handled enterprise-wide, across several systems — CRM Dynamics, POS, inventory management, and several custom sub-ledger systems. Our data systems presented challenges of siloed and often non-standardized data. Alan designed a data-centered solution integrating Avalara as our sales tax automation solution. It's been running without issues for years. Sales tax automation, handled.

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Alan also assisted with our NetSuite implementation, working with our third-party specialists on integrating data from several custom sub-ledger systems. Some of the work involved standardizing data into usable and reliable sources of truth. He spent the time to understand the requirements, data structure, and challenges in the technical landscape of our systems before building any solutions.

Alan was a patient partner, listening to our needs and requirements, and coming up with creative solutions that addressed those needs. The work he did to bring together our enterprise-wide data systems created a platform upon which we continue to build and move forward.

AD
Amanda Diamond
Controller, Self Realization Fellowship — worked directly with Alan as a Senior Developer at Digital Services

Procurement, inventory and workflow systems for large beverage company

Enterprise organization

Challenge

Procurement, inventory, and order management spread across disconnected systems, with no reliable link back to accounting.

Solution

Built a purpose-made procurement and inventory system — order entry, team access controls, and a direct feed into accounting — fitted to how the business actually worked.

Outcome

Still in daily use years later. What started as one project became a decades-long relationship — architecture, development, and ongoing support.

Inventory Management Cross-Boundary Data Movement Microsoft stack SAP PI

I had the pleasure of working with Alan for several years and consistently appreciated his expertise, professionalism, and thoughtful approach to problem-solving.

As the lead architect and developer of our procurement sourcing/management system, Alan was instrumental in every stage of its lifecycle. From gathering requirements and designing the initial solution to development, ongoing enhancements, support, and maintenance, he was a trusted partner throughout. He took the time to fully understand our business needs before recommending solutions, ensuring that what was built not only met current requirements but could also adapt as those needs evolved.

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Alan's advice was always practical, insightful, and aligned with our objectives. Whether we were maintaining existing functionality, introducing new capabilities, or collaborating with other teams and vendors, he consistently demonstrated a strong ability to balance technical expertise with business understanding.

The true testament to Alan's work is that years later, the system continues to perform effectively and evolve with the business. I highly recommend Alan to any organization seeking a skilled architect, developer, and trusted advisor.

MW
Melissa Wiesner
Category Manager - POS Data at Molson Coors

A data warehouse that turned data from a vendors systems into solutions

Enterprise organization

Challenge

High-volume vendor routing, accounting, and inventory systems that weren't producing reporting anyone could actually use.

Solution

Built a data warehouse pulling and blending data from several vendor systems, pushed out on a schedule as usable reports.

Outcome

Reliable, up-to-the-minute reporting delivered straight to the people who needed it — problems surfaced before they became real ones.

SQL Server DB Architecture SSIS & Dynamics

I’ve worked with Alan for many years on SQL Server, reporting, and data management projects, and he’s consistently delivered high-quality solutions. He takes the time to understand the business requirements before designing a solution, resulting in systems that are both practical and effective.

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Alan is knowledgeable, adaptable, and capable of handling everything from architecture and database design to development and ongoing support. I would gladly recommend him to anyone looking for an experienced and reliable technology consultant.

DD
David Deard
IT Manager at Coors Distributing Company

Dynamic CRM - Mining data into answers and actionable assets

Enterprise organization

Challenge

Highly customized Dynamics CRM system with many years of data, effectively silo-ed away and unavailable for reporting and analysis.

Solution

Architected and built a data warehouse — SSIS, KingswaySoft, ETL pipelines — extracting and reshaping CRM data for use across the organization; from vendor format to user understandable answers.

Outcome

Reliable and current data, now usable, actionable and reportable across the enterprise, from data that was previously siloed away.

SQL Server SSIS / ETL KingswaySoft

Founder Institute — Fractional CTO support for early-stage startups & founders

Startup Incubator

Challenge

A semester-long startup accelerator with weekly deliverables. Several fellow founders in the cohort had strong business ideas but no in-house technical capability to build or validate them.

Solution

Provided fractional CTO support to several peer teams alongside my own venture — defining technical requirements, building investor-facing prototypes and websites, and mapping out technology roadmaps they could actually execute against, within the program's compressed weekly cadence.

Outcome

Working prototypes, clear technical direction, and lasting professional relationships — the same kind of fractional, high-pressure technical partnership I offer businesses today.

Fractional CTO Startup Advisory Technical Road-mapping Investor-Ready Prototypes

I worked alongside Alan as a fellow founder at Founder Institute Denver, and he is hands-down one of the sharpest, most honest technologists I've ever collaborated with. His deep expertise in software engineering, paired with his direct, ethical approach to leadership, made him someone founders could trust with the technical side of their business. Alan brings grit, clarity, and unshakeable standards to everything he touches.

MC
Michael Catlin
Writer/Producer

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