After building and selling a successful ERP software firm, Dan began freelancing because he enjoys providing C-level guidance in the areas of finance, IT, and capital raising. He has had many accomplishments in his previous roles, but most notably, he was the founding CIO of The Harvard Drug Group which was recently sold to Cardinal Health for $1.1 billion. Dan is also a published author and has developed commercial financial modeling tools.
Authored a book targeted to small- and mid-sized companies who are faced with the transition from a low-end accounting system to a comprehensive ERP system.
Outlined a step-by-step process to guide company management through building the requirements, selection process, negotiation, and implementation of an ERP system.
Captured 30+ years of experience and over 2,000 implementations in manufacturing, distribution, hospitality, and other industries.
2008 - 2011
Mount Knowledge, Inc.
Redomiciled a startup company from Canada to the U.S. for the purpose of going public on a U.S. exchange.
Raised over $6 million in startup capital for the IPO and the development of products and corporate infrastructure. Served as the point man for the Wall Street road show when raising capital.
Created and submitted all the public filings and successfully traded on the public market. Worked directly with legal and financial professionals to obtain SEC approval.
Achieved a $30 million market cap after launching operations in China.
Established 4 educational facilities in China and Hong Kong through the acquisition of an educational firm.
Focus areas: Business Plan Development, Financial Modeling, Mergers & Acquisitions (M&A)
1981 - 2007
Computer Decisions International, LLC
Founded the company as a startup with a $1,500 credit card. Built the company to almost 100 employees and became one of the industry leaders in manufacturing ERP software.
Created all financial and management controls, including the formation of a world-class support center (considered number one in the industry) with an 11-minute response-and-resolve rate on over 10,000 calls per year.
Executed and managed multiple acquisitions and mergers, including software firms, technology, and infrastructure-based firms.
Designed financial commercial software applications for manufacturing and distribution. Applications were published and sold direct as well as through a network of resellers across North America.
Highly decorated with numerous awards and recognition, and advisory positions from companies such as SAP, IBM, NCR, Siemens, and Aperum. Was recognized twice as one of the fastest growing companies in Michigan.
Spoke at conferences and seminars globally; wrote white papers and articles which were published in multiple languages around the world.
Designed all the operational, financial and sales applications, which were installed when the company began; they have survived multiple acquisitions and are still being used today at almost $1 billion in sales revenue.
Managed the IT budget and kept it well under 1% of gross sales even as sales increased by $600 million in 3 years.
Designed and implemented paperless picking systems for the warehouse operations which drove the picking accuracy from 90% to 99+% and reduced warehouse labor requirements by 75%. This transformation occurred in 5 days.
Managed the integration of 5 acquired companies and successfully merged them into the parent company in less than 60 days (each). This effort included the integration of ERP systems, inventory, and operations.
Sold to Cardinal Health for $1.1 billion and it remains as part of the Cardinal portfolio of companies.
Focus areas: ERP Software, Operational Controls, FInancial Software and Reporting, Integration Management of Acquisitions