Welcome to our KES Consultant Spotlight Series. Our goal is to give you a glimpse into our experienced team members and their roles, while also providing fresh insight into current Cloud ERP trends and topics – all from a KES ERP consultant point of view.
Featured Consultant: Sam Sanford, Member and Senior NetSuite ERP Consultant
KES Team Member since 2015
1. How would you describe your consulting role at KES?
Helping clients achieve results.
2. Can you tell us about your professional background?
I started my career in public accounting as a Financial Statement Auditor with KraftCPAs, an affiliate of our firm and one of the largest, independent certified public accounting firms in Middle Tennessee. I enjoyed the work and the people, but eventually ended up transitioning to a recruiting role with Robert Half. Again, I enjoyed getting to know a lot of interesting people and being able to help them – a lot of times when they were in despair. Around that time, my wife and her best friend started an online retail business, and I started helping them on nights and weekends with setting up their accounting, website orders, inventory, etc., basically trying to find more efficient ways to handle the day-to-day tasks. I really enjoyed finding creative ways to solve the business challenges and increase efficiency, and I came to the realization that I might be able to get paid to do that type of work. While working at Robert Half, I became acquainted with the leadership team at KES through networking events, and fortunately, they gave me a chance to give this line of work a shot.
3. What is your favorite thing about working with clients on NetSuite Cloud ERP implementations and projects?
I enjoy helping people. I also enjoy problem solving, so this is a great career to do both. The Cloud makes it very simple to work and make impactful changes quickly. Just a simple login and then you’re off and running.
4. Can you tell us about a client project you’ve completed that you’re particularly proud of?
There’s quite a few, but it was probably the first big project my boss let me just run with. It was a very complex billable expense, foreign currency and intercompany reporting environment along with a lot of unique invoicing requirements that did not fit in to the NetSuite architecture at all. Alongside our development team, we designed a custom process and series of complex business rules to automate the entire thing. For quite a while, some of the client’s staff were very skeptical that we could deliver and meet their needs. I remember one of the calls, the client said, “Wow, this is exactly what we need, it works great and is saving us an unbelievable amount of time.” I’m really proud of moments like that.
5. What are two of the skills necessary for a good ERP consultant?
A great listener and note taker. Someone who is curious and wants to learn and figure things out and isn’t afraid to make mistakes.
6. In your opinion, what sets KES apart from other ERP partners and consulting firms?
Well, it all starts with leadership. I believe we have excellent leadership, a world-class development team, and a solid base of functional consultants that have diverse backgrounds. We’re not afraid to try new things and get creative to meet our clients’ needs.
7. What trends are you seeing in the Cloud ERP software space that are particularly exciting?
I think companies are realizing, especially with the COVID lockdown, that if you aren’t on the cloud then you’re out of date. Companies are realizing that they need their employees to be able to work from anywhere, at any time. Being on a Cloud ERP, it makes it very simple without all of the IT support, VPNs and other requirements. You just need an internet connection now.
8. In light of the current pandemic, what advice do you have for companies wanting to future-proof their business?
Well, certainly moving to a Cloud-based ERP makes your accounting and operational reporting and workload a lot more future proof, while also taking a lot of internal IT workload off of your plate.
9. What is the best career advice you’ve received?
Take notes, be honest, be humble.
10. What do you like to do when you aren’t working?
I love spending time with my wife and three kids. I coach a travel baseball team and I really enjoy investing in our future generation and watching them find success.