🔗 ERP & SaaS Integration¶

My portfolio includes hands-on leadership of ERP and financial SaaS ecosystems—designing, integrating, and governing the flow of data between core systems like NetSuite, Ramp, Vena, Checkbook.io, Box, and Smartsheet.

As a NetSuite administrator and cross-platform integrator, I specialize in building secure, low-friction workflows across teams, tools, and APIs.

🛠️ Platforms Managed¶

• ERP Core: NetSuite (financials, AP, workflows, integrations)
• Financial Tools: Ramp, Checkbook.io, Vena Solutions
• Workflow Automation: Power Automate, SuiteScript, custom Python connectors
• Collaboration: Smartsheet, Box, Asana

🎯 Key Outcomes¶

🧮 NetSuite Admin & Workflow Governance¶

Stack: NetSuite • SuiteScript • Saved Searches

• Managed permissions, workflows, and integrations for internal teams and 300+ client users
• Created saved searches, conditional logic, and automation for finance and operations
• Defined approval workflows aligned with multi-entity compliance

💳 Ramp & Checkbook.io Integration¶

Stack: Power Automate • NetSuite • REST APIs

• Built automated workflows for AP invoice syncing, card transactions, and payment dispatch
• Delivered logic for approvals, GL alignment, and payment triggers
• Increased visibility and control across AP lifecycles with audit-friendly workflows

📊 Vena Integration for Budget & Forecasting¶

Stack: Box • Azure Functions • Vena

• Built and supported a file pipeline from Box to Vena for automated budget updates
• Coordinated Java-based ETL jobs triggered by file presence and naming conventions
• Streamlined budget cycle turnaround with minimal manual handling

📁 SaaS Workflow Unification (Smartsheet, Asana, Box)¶

Stack: Smartsheet • Asana • Box

• Supported onboarding of Smartsheet as a PMO operations tool
• Aligned data flows between Box (documents), Smartsheet (status), and NetSuite (AP/PO)
• Created reference templates and automated sync scripts

🔧 Integration Strategy¶

I prioritize:

• ✅ Interoperability across SaaS stacks with clear source-of-truth ownership
• ✅ Data validation and reconciliation steps between systems
• ✅ Permission and compliance discipline in financial and HR workflows
• ✅ Automation-first mindset: reduce reliance on manual file handling or spreadsheets

📈 Business Results¶

💡 Skill Tags¶

NetSuite Administration · SuiteScript · Power Automate
AP Workflow Design · SaaS Integration · Vena
Ramp · Checkbook.io · Box File Sync · ERP Orchestration

“Effective ERP integration is not just about connecting APIs—it's about designing trustworthy workflows that mirror how your teams work.”