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Description
The Operations Consultant supports our business by assisting clients in optimizing their business operations through the implementation and maintenance of enterprise resource planning (ERP) systems. The Operations Consultant will work closely with clients to understand their unique operational challenges, analyze existing processes, and recommend efficient and effective solutions using ERP software. The Operations Consultant will collaborate with cross-functional teams, including project managers, developers, and business analysts, to ensure successful ERP implementation and ongoing support.
Requirements
All Levels are required to attend annual company-wide and department ITAR training and comply with ITAR standards
Level 1
Review, analyze and understand artifacts developed in the sales cycle relating to customers’ business, key players, culture and goals for their ERP implementation including RFPs, RFQs and responses, discovery and demo notes and agenda, investment summaries, demo recordings and sales handover materials.
Review and understand project parameters from the Statement of Work.
Proficient in all core quote-to-ship processes including quote, order, planning, purchasing, production, shipping, receiving, quality, inventory and labor entry.
Working knowledge of BAQs, DMT and Document Attachment.
Conduct current process reviews to probe and understand customers’ current business processes and how they correspond to best practices.
Assist customers in the initial and build configuration of the customers’ ERP environment.
Inform customers on current ERP features and functionality.
Guide customers in designing, modeling, testing and evaluating their business processes in the ERP environment.
Identify opportunities for process improvement.
Create functional specifications/solution documents for modifications of the ERP system.
Ensure that customers update their “golden” Production environment configuration with data validated through testing.
Assist customers in documenting their processes in End User Procedure documents.
Support scenario, end-to-end and User Acceptance testing.
Collaborate with the Cre8tive project team in assessing customer Go-Live readiness.
Assist with customer end-user training.
Support customers through Go Live.
Prepare, maintain and publish project documentation and communications in a timely manner including agendas, activity reports, work packages, issues, tasks, risks, decisions and data-migration templates.
Communicate issues and risks to project team members.
Collaborate and coordinate with the Cre8tive Project manager and additional project consulting resources.
Create a professional and trusted relationship with customer team members.
Utilize change management techniques and resources.
Consistently work to achieve a referenceable customer experience.
Create confidence in yourself and Cre8tive with customers, partners and peers in the industry.
Consistent billable utilization of 75% or above.
Achieve at least one Epicor certification badge.
Assist with process improvement of the Cre8tive methodologies and toolset.
Other duties as required
Level 2
All Level 1 duties and responsibilities.
Proficient in BAQs, DMT, Document Attachment.
Develop proficiency in advanced modules such as AMM, Advanced Production, AP&S, Enhanced QA, Project Management, ECM/DocStar, Advanced Print and Advanced UOM.
Maintain excellent attention to detail while executing projects.
Consistently create confidence in yourself and Cre8tive with customers, partners and peers in the industry.
Actively contribute to change management on projects.
Be an effective example of work ethic, integrity, professionalism and authenticity for customers, partners and peers in the industry.
Actively contribute to process improvement of the Cre8tive methodologies and toolset.
Regularly achieve a referenceable customer experience.
Mentor, guide and support junior consultants.
Present at service department and company meetings.
Other duties as required.
Level 3
All Level 2 duties and responsibilities.
Proficient in several advanced modules.
Drive continuous improvement of the Cre8tive methodologies and toolset.
Is a standard in the industry of work ethic, integrity, professionalism and authenticity for customers, partners and peers.
Consistently achieve a referenceable customer experience.
Develop and maintain relationships with key stakeholders and client executives.
Drive process improvement and recommend innovative solutions to customers.
Support Cre8tive’s overall success by assisting other departments when requested in activities such as pre-sales, training, documentation and customer presentations.
Other duties as required.
Education | Qualifications | Success Factors
Education & Certifications
A Bachelor’s Degree or equivalent work experience is required
Epicor Certification badges are preferred
PMP, CPIM certifications are highly desirable.
Qualifications & Experience
3+ years consulting, business application training, ERP implementation, and/or customer support in Epicor or similar systems required.
Epicor ERP software experience preferred.
Strong knowledge of manufacturing, operations, and supply chain business processes and practices across various industries.
Experience developing and improving business processes in manufacturing, operations, and supply chain.
Excellent verbal and written communication skills.
Experience in Aerospace and Defense Industry preferred.
Passionate about continuous improvement and personal development.
Experienced with Microsoft Office applications Word, Excel, Outlook, PowerPoint and Teams is required.
Experience with Smartsheet preferred.
Must be able to maintain an aggressive travel schedule of up to 50%.
Success Factors
Build trust and effective communication at all organizational levels.
Lead teams through change with empathy and tact.
Thrive in collaborative large interdependent teams.
Have strengths in modeling best practices and maintaining deliverables.
Be a champion of innovation, adaptability, and positive outcomes.
Embrace an agile approach, breaking down complex ERP processes into logical, iterative stages.
Apply expert knowledge processes related to finance using Epicor Kinetic software.
Possesses real-life ERP experience, especially in manufacturing, aerospace, or defense.
Working Conditions & Physical Demand
The physical demands described here are representative of those that must be met by an employee to successfully perform the primary functions of this job.
While performing the duties of this job, the employee is regularly required to:
Use hands, wrists, and fingers to manipulate, control, or feel objects, tools, or equipment
Able to distinguish the details of objects regardless of distance
Bend, stretch, twist, or reach out
Use fingers to grasp, move, or assemble very small objects
Determine the distance between objects
Continuously remain in a sedentary position
Move about inside the office to access file cabinets, office machinery, etc.
Operate a computer and other office equipment
Communicate and exchange accurate information clearly with others.
Continuously able to interpret visual content displayed on a digital screen
Must be able to lift, move, push, pull, or otherwise manipulate objects of at least 25 pounds