Open Source Integrators

Financial Planning and Analysis

• Lead the financial workstream for ERP implementations, including requirements gathering, solution design, configuration, testing, and deployment.
• Analyze clients’ financial operations and recommend best-practice workflows aligned with GAAP and industry standards.
• Configure ERP modules such as General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Project Accounting, and Financial Reporting.
• Develop and document future-state processes, functional specifications, and configuration guides.
• Support data migration strategy and validation of financial data.
• Partner with project team to ensure successful integration between finance modules and other functional areas (e.g., inventory, procurement, sales).
• Conduct user training, develop training materials, and provide post-go-live support.
• Troubleshoot and resolve financial module issues, ensuring system accuracy and compliance.
• Advise clients on internal controls, accounting treatments, and best-in-class financial practices.
• Contribute to continuous improvement of implementation methodology and reusable assets.

ERP Financial Consultant

Operations

• Lead the operations and manufacturing workstreams during ERP implementations, from discovery and requirements gathering through configuration, testing, and deployment.
• Analyze clients’ operational processes—including production, planning, procurement, inventory, warehousing, and quality—to recommend optimized workflows and best practices.
• Configure ERP modules such as Manufacturing, Inventory, Master Data/BoM, MRP, Planning, Procurement, Quality, and Shop Floor Control.
• Develop future-state process designs, functional specifications, and standard operating procedures.
• Support data migration efforts, including cleansing, transformation, and validation of operational data (e.g., BoMs, routings, inventory).
• Work closely with project team to ensure seamless integration between operations, finance, and sales.
• Conduct user training for planners, buyers, production managers, warehouse teams, and quality personnel.
• Provide post-go-live support to resolve operational or system issues and ensure adoption of new processes.
• Identify opportunities for continuous improvement in system configuration and implementation methodology.
• Advise clients on manufacturing best practices, production optimization, Lean concepts, and operational KPIs.

ERP Operations – Manufacturing Consultant

Business Development Rep

• Drive new business and manage the full sales cycle for IFS and other enterprise software implementation projects, working independently to build and grow a robust pipeline
• Network extensively with executives, technology leaders, and large organizations, representing our firm at industry events, conferences, and online forums.
• Prepare persuasive proposals, RFQs, and presentations tailored to Fortune 1000 prospects.
• Collaborate with technical delivery teams to ensure successful onboarding and client satisfaction.
• Utilize CRM tools for lead tracking, reporting, and pipeline management.
• Stay ahead of ERP/software industry trends and bring competitive insights to leadership.
• Support and lead response to RFPs for high-value software transformation projects.

Business Development Manager

Chief Technology Officer

• Open Source Integrators es el líder mundial en implementación exitosa de sistemas empresariales y tecnologías de código abierto. Somos una empresa en crecimiento basada en Querétaro, México, que provee soluciones integrales de alta tecnología. OSI cuenta con oficinas en EE. UU., Portugal, México y Canadá. Obtenga más información sobre OSI visitando: ​​ https://www.opensourceintegrators.com/es “Sé parte de algo extraordinario: únete al mejor equipo de consultoría de software de código abierto”. Estamos encantados de decir que acabamos de aceptar el premio Inc. 5000 como una de las empresas privadas de más rápido crecimiento: https://www.inc.com/profile/open-source-integrators Ver video: https://www.youtube.com/watch?v=OnUllaisiDA

Aplicaciones espontáneas

Project Manager

• Oversee full project lifecycle—from initial planning and stakeholder engagement to execution, change management, and post-launch support.
• Deliver ERP implementation projects for OSI across North America and Europe.
• Represent OSI to clients, foster relationships with stakeholders and third parties; ensure successful delivery within timeframes and budgets.
• Follow OSI’s implementation methodology; engage in knowledge sharing and adopt best practices.
• Prepare resource schedules, forecasts and budgeting reports; maintain project plans and schedules in internal OSI systems.
• Manage scope, budget, timeline, resources, risks, issues and dependencies throughout the project lifecycle.
• Approve outgoing invoices to customers and eliminate billing leakage.
• Communicate effectively to stakeholders through presentations and meetings; make timely, fact-based project decisions.
• Demonstrate ability to plan, lead, manage, and deliver small to medium projects or major streams within larger programs.
• Design, implement and operate risk and change management processes; engage in pre-sales activities with customers.

ERP Financial Consultant

ERP Operations – Manufacturing Consultant

Business Development Manager

Aplicaciones espontáneas

ERP Project Manager