Donal Morrissey

Epicor ERP & Data Conversion Consultant

ERP POS Systems Implementation Contractor

• Led Epicor Eagle ERP and POS implementations across multi-location retail and building supply operations.
• Executed data conversion projects, including cleaning, mapping, and importing inventory, pricing, financial, and customer data.
• Coordinated end-to-end application conversion from legacy systems into Epicor ERP, ensuring minimal downtime and accurate data transfer.
• Spearheaded pre-installation data audits to ensure migration integrity and post-conversion reconciliation.
• Enhanced analytics and reporting with Compass, improving real-time business visibility.

DPM Technology Solutions

• Directed Salesforce conversions and data migrations for clients in legal, nonprofit, public, and finance sectors.
• Converted legacy CRM and ERP data into Salesforce and Accounting Seed, including financial history, case records, contacts, and custom objects.
• Managed Accounting Seed implementations, including general ledger and transactional data migration.
• Used tools such as Data Loader, Data Import Wizard, Dataloader.io and custom Excel import templates to perform structured data imports.
• Integrated third-party tools (QuickBooks, NetDocuments, Conga) with Salesforce for unified systems.
• Designed and delivered user training focused on post-conversion processes and reporting functionality.

• Successfully trained numerous Salesforce and Advologix end-users across diverse industries, including legal, non-profit, public sector, retail & other industry sectors
• Delivered multi-module training curriculums for major SAlesforce and Advologix implementations, reducing onboarding time and increasing system utilization.
• Improved user adoption rates through tailored, role-specific training programs and ongoing support initiatives.
• Developed training materials, user guides, and interactive workshops, receiving highly positive feedback from customers for their clarity and effectiveness.

• CCI/Triad CCI/Triad Responsible for selling / implementing Retail POS systems to hardware, lumber & building materials market in the Metro NYC area.
• Sold/Implemented 55 new Triad Systems over 7 years; average price $40,000.
• Sales revenue of over $2 million.
• Recognized for outstanding customer satisfaction & service accomplishments.
• Conducted ad-hoc system personnel training.
• Organized/facilitated user- group and customer training meetings.
• Achieved Gold Club status in 1998.
• Scheduled/directed implementations with system technicians, trainers and end users.