ERP Advisors Group became one of the world's most trusted enterprise software advisory firms because our consultants have been fully independent and objective from the beginning.
Our ERP selection consultants don't sell software or take commissions from vendors. They focus on finding the right solution for your unique needs.
Our independent ERP implementation consultants provide expert client-side guidance and technical oversight with unparalleled transparency, including requirements confirmation, guide testing efforts, change management and mitigations, and cutover planning.
While many implementations fail, our ERP consultants ensure that our clients go live using our proven methodology.
Shawn WindleFounder and Managing Principal
Shawn Windle is the Founder and Managing Principal of ERP Advisors Group based in Denver, Colorado. ERP Advisors Group (EAG) is one of the country’s top independent boutique enterprise software advisory firms. At EAG, Shawn manages a team of consultants that advise mid to large size organizations on selecting and implementing business applications from Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Human Capital Management (HCM) and other enterprise applications, which equate to $10Ms+ in software deals each year. He has worked in the enterprise software industry for over 20 years. Shawn started his career at Accenture and Arthur Andersen Business Consulting and moved into the software industry with Oracle as a Technology Product Manager. Prior to ERP Advisors, he helped establish a successful technology practice with a top 50 accounting firm. There are only a few people in the world with the practical software experience that Shawn has gained with helping hundreds of clients across many industries with selecting and implementing a wide variety of enterprise solutions.
Shawn has worked in the enterprise software industry for over 25 years. Over the course of his career, Shawn has contributed to the success of well over 300 software selections and over 200 ERP go-lives. He has organized and participated in over 500 software demonstrations, and counting, continually enhancing his knowledge of software functionality across dozens of industries and business processes. As an inactive CPA and former ERP product manager, Shawn leverages his knowledge and experience to advise some of the most successful mid-market companies with their most difficult and challenging initiatives they will ever encounter – changing their ERP.
As our Managing Principal, Shawn ensures ERP Advisors' ongoing viability and quality across all our divisions, with a special emphasis on maintaining great relations with the ERP Community.
Quentin has been in the Information Technology business for over 20 years. He has led teams as a Director of IT, brought innovative products to market as a Product Manager, and led large teams as a Director of Technical Support. He got his start building PCs, testing hardware, and working in telecommunications. From there he went on to ISPs, Technical Support, Customer Service, Systems Administration, Product Management, and Director level positions in the Software Technology field. Today, he provides leadership and guidance to our consulting team through a wide variety of technical knowledge, experience, and skills, along with being a Microsoft Certified Professional, Administrator, Systems Engineer, and an experienced consultant in the ERP space. He has nine certifications across the IT industry
Quentin serves as our Director of Consulting, providing senior technical guidance to our entire delivery team and, as an EAG Executive, provides administrative support for running the Consulting Division. He’s also a Director, our most senior level consultant who serves as a project lead on our most technical projects. Quentin is a Certified EAG Needs Analysis and Certified EAG Selection Consultant. In his many years at EAG, Quentin, or “Q” as he is known, has served clients across a wide breadth of industries including Manufacturing, Wholesale Distribution, eCommerce, Financial Services, Professional Services, Energy, and Engineering. Additionally, he’s developed deep subject matter expertise in Construction, Services, Manufacturing, Public Safety, Nonprofits, and Field Services from working on clients Needs Analysis, Selections, and Implementations in those industries.
During Quentin’s tenure at EAG, he has consulted on over 75 needs analysis and software selections. He has been involved in hundreds of software demonstrations, continuously expanding his knowledge on product offerings, industry-specific solutions, and market trends. He readily knows the differentiators for all the viable ERP products and how they suit each industry. He also knows hundreds of resources across all the partner channels. He has successfully negotiated tens of millions of dollars in software and implementation partner contracts.
In addition to dozens of successful finalized software selections, Q has facilitated over 50 successful go-lives across most major industries. In overseeing such a large number of go-lives, Q has developed the deep knowledge and experience our clients need for trusting that their most risky initiative, their ERP implementation, will be successful. Q oversees the Project Manager, the Data Migration Technical Team, the vendors, the implementation partners, as well as the client staff to ensure all streams of work are synchronized for delivering a configured and tested product to the broader client personnel for training and go-live. His jovial personality and genuine friendliness rapidly win over his client teams, paving the way for a successful client relationship.
Curtis WaitPrincipal Consultant
Curtis has over 30 years of experience as a Business Consultant in business systems and processes. For 12 years, Curtis worked in the Denver office of Arthur Andersen’s Business Consulting practice working on clients’ business improvement and technology. From there, he held positions as a Director of Financials Systems, Deputy CIO, and an Executive Director for various companies.
Since then, he has assisted clients in a variety of industries with their information technology and project implementation needs. Curtis specializes in advising executive leadership regarding business technology, in addition to his work in project management, training, testing, financial analysis, and process improvement.
Curtis’ professionalism and advisory assistance have brought over 20 EAG clients’ implementations to a successful go-live on products ranging from ERP, HCM, and Financial Planning and Analysis including NetSuite, CloudSuite Industrial, Microsoft Dynamics 365 Business Central, SAP BusinessByDesign, and CMiC. Curtis’ industry experience spans across Wholesale Distribution, Manufacturing, Medical Devices, Mining, Financial Services, Security Integrators, Field Services, and Oil and Gas among others like Engineering, Professional Services, and Public Safety.
Nan RoeckerPrincipal Consultant
With over 20 years of background as a NetSuite professional and trusted advisor to businesses across an array of industries, Nan Roecker brings a wealth of experience and lessons learned to the ERP Advisors Group team. Nan has gained a positively enviable reputation based on hard work and her leadership of over a thousand customer journeys in the Retail, Distribution, Software, Service, Non-Profit, and General Business sectors. Moving on to become the leader of an award-winning NetSuite Alliance Partner practice, she then expanded her expertise to encompass Furniture/Home Goods and Apparel supply chains (from manufacturing through retail sale), Event and Talent Management firms, Food and Beverage innovators, Healthcare providers, and Energy companies.
Over her 11-year career with NetSuite, Nan hired and managed hundreds of professional services sales and delivery resources across projects spanning the ever-changing vertical landscape. As a Technical Services Director, Nan established the need for reusable solutions that filled gaps in the platform via the creation of SuiteSolutions, some of which exist to this day. Called upon to take over the professional services teams from seven acquired companies, she honed her skills in organizational integration and change management. Nan was also instrumental in the evolution of NetSuite’s PMO and served as an ad-hoc advisor during the development of the SuiteSuccess program.
At the end of the day, ensuring owners and investors achieve their business objectives through technology is Nan’s mission. With a portfolio of real-world stories acquired from working with family-owned businesses, private equity/venture capital-backed companies, and public enterprises, Nan is a valued resource that will contribute highly to the success of EAG’s clients.
Robert AndersonSenior Consultant
Robert is experienced as an IT Director, Program Manager, and Developer as well as Technical Support and Technical Sales Support. The sum of his experience enables him to synthesize the complex towards simplifying solutions to achieve customer outcomes and high team morale. His experience extends to Manufacturing, Finance, Farming, Construction, Natural Resources, and Retail industries.
Robert has consulted on over 30 data migration projects during his tenure with ERP Advisors Group. He pioneered the methodology we use today for assessing our client’s true needs for data migration with our data scoping assessment by which he can develop an estimate for the full extraction, transformation, and loading effort. Robert leads our Data Migration unit, overseeing the extraction and transformation activities of our Financial Data Migration Specialists, Operational Data Migration Specialists, and Technical Writer. He reviews their products before passing them to the client, fixing errors that save the client and implementation partner time. Robert also implemented data dress rehearsals into our data migration offering. The dress rehearsal is a “dry run” that allows the client to fully test the validity of their entire data set well before the risk of seeing it for the first time at cut-over.
Robert has extracted and handled data out of numerous legacy systems including Microsoft GP, NAV, SL, SAP Business One, Epicor, IFS, RPG, AS/400, as well as most prevalent ERPs. He’s transformed and loaded data for implementations of NetSuite, Infor, SAP BusinessByDesign, CMiC, and Microsoft. He’s our resident expert on migrating data for NetSuite and CloudSuite Industrial implementations, having done more than 30 different client’s data migrations and participating in the go-live of over 15 implementations and many more on the horizon.
David A. MeyerSenior Consultant
With more than 40 years of experience, David has high-level skills at conceiving, creating, and implementing solutions to complex business and systems problems for bottom-line results. David acts as an agent of change with an “owner” perspective, utilizing organization, communications, and technical skills, while demonstrating a high ability to work with people at all levels of the business. In addition, he has a detailed level knowledge and hands-on skills with manufacturing production and planning, ASP, SQL, IIS, HTML, Access, and Microsoft tools for integration of custom requirements associated with “off the shelf” tools. With his direct experience across the organization streamlining business processes, he helps clients eliminate waste, improve margins, and deliver exchange in abundance with his practical, hands-on experience.
Throughout his career, David has been involved in over a thousand selections and demonstrations. Utilizing his certifications in CPIM and APICS, he has held positions across the industry, from programmer to implementation partner, and has applied his knowledge in a multitude of ways. David’s commitment is obvious through his involvement in 5,000+ successful software go-lives, easing the ERP disruption for clients across the country. He has dedicated his career to becoming a conceiver of solutions to data migration issues.
Dave has consulted with EAG’s clients on their hardest initiatives – data migration. Dave’s operational data expertise around product-based data elements includes items, BOMs, assemblies, ECOs, and the interactions of those records across the organization’s data. Dave has specialized skills, tools, and scripts for extracting, cleansing, and transforming legacy data in preparation for loading into client’s new ERP and assists on go-live weekend with anything the client needs as they cut over to the new system. Dave understands the fundamentals of databases and can work with the data in any legacy system including Microsoft GP, NAV, SL, SAP, including Business One, Epicor, IFS, Sage, Oracle, RPG, AS/400, as well as any prevalent ERP. Additionally, he is intimately familiar with transforming data for NetSuite, Infor, SAP, CMiC and Microsoft Dynamics 365 templates. Dave perseveres with any data challenge and has been part of almost a dozen implementations at EAG and provides ongoing support for data optimization projects.
Brian AndersonSenior Consultant
Over the course of his extensive career, Brian worked as a certified network manager, a software development manager, a developer, and a programmer facilitating client needs to fulfill government tax compliance. Brian has also developed payroll-specific solutions in addition to developing and supporting various web portals for site administration, data maintenance, and external web access. His past specialties included regulatory compliance surrounding wage reporting, quarterly reporting, and ACA reporting.
At EAG, he provides data transformation work in extracting data from client’s legacy systems, cleansing, validating, and transforming it for upload into a new destination system. Brian is our resident QuickBooks expert and brings expertise to the transformation of financial data, especially the multiple companies, general ledger and trial balances. While Brian has subject matter expertise with QuickBooks financial information, he has migrated data out of numerous other legacy systems including Microsoft Dynamics NAV, Great Plains, SL, Sage, IFS, Zoho ERP, Oracle and Epicor. He is highly experienced in transforming data for NetSuite and CloudSuite Industrial implementations. To ensure success for clients, Brian identifies data problems and/or potential issues that may affect the go-live, while also developing software that assists clients in automating their system where possible and necessary. He's been on more than a dozen implementations and been part of many successful go-lives since he began his tenure at ERP Advisors Group.
Paul DrdaSenior Consultant
Paul has worked in the Consulting, Information Technology, and Engineering fields for over 30 years. After graduating from Iowa State University of Science and Technology, Paul has worked and consulted with dozens of organizations in a wide variety of industries including Telecom, Manufacturing, Accounting, Transportation, Government, Public Safety, Energy, Human Resources, Nonprofits, Healthcare, Salesforce, Property Management, Hospitality, and Insurance. He understands the varied needs of a business enterprise and the great value in a well-designed and integrated system of business processes and software.
On the technology platform side, Paul has worked extensively with databases, applications, tools, and technologies from Microsoft, Oracle, Intuit, IBM, Intel, and many more. His recent work has been in the realm of data transfer and transformation in the pursuit of converting clients from older legacy business systems/software to newer ones.
In addition to his technical skills, Paul has great interpersonal communication skills and can work well with people across wide levels of business acumen, education, technology, and culture. Paul’s extensive experience contributes greatly to the success of a multitude of projects here at EAG.
Carly ShubeSenior Consultant
Carly’s career began in the accounting world where she got her start at PricewaterhouseCoopers (PwC) in their assurance practice. From there, she transferred to the private industry and worked in the financial services sector. Carly has found herself in multiple management positions in the construction, manufacturing, marketing, and entertainment industries, giving her years of customer service experience.
Carly is a Certified EAG Needs Analysis and a Certified EAG Selection Consultant. She has consulted on dozens of successful software selections for Manufacturing, eCommerce, Professional Services, Engineering, Construction and Public Safety clients, but has developed industry-specific expertise in the Nonprofit, Distribution, and Financial industries.
During Carly’s time at EAG, she has been involved in over 50 projects, contributing to the successful ERP selection for over 30 organizations, interviewing implementation partners across every major ERP vendor for all major industries, and orchestrating and participating in almost 200 software demonstrations. She’s vetted ERP, Financial Planning and Analysis, Enterprise Performance Management, CRM, eCommerce platforms, Quality Management Software, Records Management Systems, Enterprise Content Management, Fund Accounting, and other point solutions.
Grant began his career as an Analyst, but quickly established his value and received his second promotion within his first year. Now as a Consultant, he has worked on over 30 Needs Analysis and Selections, putting extensive experience under his belt. Grant has a great foundation in consulting, and provides the level of service, professionalism and industry knowledge we expect from our Consultants.
Grant creates the groundwork for the client’s deliverables, combing through the information we gather about the client to organize and assess the importance of observations and data for each deliverable in the Needs Analysis. During the Software Selection, Grant is involved in all phases of vendor contact, RFI creation, requirements and fit analysis, demonstrations, and diligence activities. He has already gained experience across many major industries including Manufacturing, Wholesale Distribution, Nonprofits, Professional Services, Real Estate and Construction, eCommerce, Public Safety, and Field Services. He’s attended demonstrations for many of these industries and understands how ERP serves his client’s needs for business automation. Grant is a reliable and dedicated professional who cares about his clients and strives to deliver above expectations on every project.
Micah BrandsSenior Analyst
Micah Brands is an Analyst for ERP Advisors Group. Micah's responsibilities include creating deliverables, researching vendors, and assisting consultants on client projects. Micah graduated from Dordt University with a degree in Accounting and Information Systems which provides a strong foundation for analyzing our clients' business processes and ERP needs.
Amelia Bellair is an Analyst for ERP Advisors Group. Amelia is responsible for creating
deliverables, researching vendors, and assisting consultants on projects. Amelia is a graduate of
the University of Denver where she studied International Business.
Kaylee BundrickProject Coordinator
As a Project Coordinator, Kaylee will be aiding project managers during the implementation process by tracking budgets, setting up project artifacts, communicating with clients about upcoming tasks, and supplying other support. She graduated from Colorado Christian University (CCU) with a dual bachelor’s degree in Computer Information Systems and Business Administration. Her previous project coordination support for systems and IT projects provides a great background to support EAG’s clients successfully through their ERP implementation process.
Samuel SocolofskyTechnical Project Coordinator
Samuel is a Technical Project Coordinator for ERP Advisors Group. He has a background in data analytics and professional experience with customizing accounting software systems. Samuel’s role coordinates work for EAG’s data migration specialists and helps our data migration projects stay on track. Samuel’s previous experience with NetSuite administration, system customization, and training enable him to support our client staff with the technical side of their implementations, whether it is data migration or integration oversight.
Dennis BraanTechnical Writer
Dennis Braan has worked as a technical writer and editor for 30 years, with experience gained in a variety of software and hardware development environments. As the Technical Writer for ERP Advisors Group, he leverages that experience to facilitate successful ERP implementations with helpful user guides and documentation. His ability to unravel the complexities of cutting-edge technology fuels a passion for new projects — and Dennis relishes the challenge of facing the uncharted and the unexplored. Dennis has authored and edited end-user documentation for a variety of products: System Admin Guides, User Guides, Component Reference Guides, Software Programming Guides, Application Programming Interface descriptions, Technical Requirements documents, Process Engineering process flows, Training Documentation, Product Specifications — the list goes on and on. Dennis lives in Denver, Colorado and is doing final editing on a book he has authored on how to read music notation.
Natalie BlackmanConsultant Executive Assistant
Natalie is the Consulting Executive Assistant for ERP Advisors Group. Natalie provides Program
Management across EAG’s portfolio of projects, ensuring each project is adequately resourced,
and overseeing that weekly progress occurs for each expected project deliverable. She also
tracks EAG’s budget across all projects, ensuring we are delivering adequately while bringing
any impending budget overage to the Project Lead’s attention. Finally, Natalie provides
oversight for all our billable resources, ensuring they are well-utilized and getting the volume of
work they need for a busy week. Her master’s in organizational leadership and diligent oversite
empower our clients’ projects to succeed.
Simply put, when it comes to searching for the right ERP advisory firm, if they are not independent, you are wasting your time. An ERP consultant who is representing a specific software vendor can only help those companies where that application would be best suited. They can’t help but look out for the interests of their partner, which isn’t necessarily in the best interests of their client.
At ERP Advisors Group, our objective is always aligned with what is best for our clients. We don’t get paid by any reseller, vendor or implementation partner to offer a particular ERP or application. If it isn’t going to work for our client, we aren’t going to recommend it. Period. We make our money from our clients, so our focus will always be on providing them with the best possible products to resolve their ERP needs.
When you are independent, you can help anybody. At our firm, we can assist companies across dozens of industries, including manufacturing, distribution, agriculture, financial services, public safety, and anywhere else we are needed. We aren’t held back by a particular ERP system’s features, which may not be best suited to a client’s unique needs.
Being independent ERP consultants allows us the unique ability to look at ERP problems from an objective and unbiased standpoint. We can stand back from the situation and observe what’s happening in the market and what we can do for our clients to resolve their issues. That independent position helps us provide the best possible advice to our clients.
An ERP consultant representing certain software may be only able to operate within specific industries. For instance, the solutions they recommend may be perfect for the financial and corporate industry but may not work in retail or agriculture. Our independence has allowed us to work in a wide range of areas and provide our clients with industry-specific solutions to their needs.
An ERP software consultant representing only one or a few products is not going to be able to provide their clients with a lot of options. Sure, it’s possible that they happen to have the right software available for some of their clients, but what about everyone else? At ERP Advisors Group, we can search across all platforms to find one to resolve your company’s particular pain points. We aren’t limited to any one brand and have worked with multiple vendors to find the right solutions for our clients.
Finding the right ERP software depends on finding a consultant who can look at your company’s issues with an independent viewpoint. As independent ERP consultants, ERP Advisors Group has the experience to help you get the products you need and will do whatever it takes to ensure that they are implemented successfully.
For guidance you won't find by continuing to search the internet for answers, contact us for a free consultation.
And if you are serious about finding out whether it is the right time to upgrade, or you aren't sure what software to select, we can even arrange a scoping call with one of our expert ERP consultants.
We want your next ERP to be a success.