A PE-backed operation running entirely on Excel — rebuilt as one system.
Durable medical equipment · ~350 employees · 70+ warehouses · 9 states · May 2024 – PresentNo technology function at all — every operation across 70+ warehouses ran on disconnected Excel files. No central data, no reporting, no way for leadership to trust its own numbers.
Built the entire function from zero — architecture, engineering, data, analytics, AI, vendors. Data warehouse live in 4–6 weeks. Led the ERP modernization onto Odoo 18, rebuilt EMR integrations (HCHB, via HL7), and replaced a legacy call vendor with a HIPAA-compliant Voice AI agent.
~$600K/year saved on ERP licensing alone, plus ~$234K/year in labor savings from Voice AI. Spreadsheet chaos → one connected system — architecture reviewed by the PE investor's own diligence partner ahead of continued investment.