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Encompass
Encompass
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ABOUT US

ENCOMPASS SOLUTIONS, INC.

We believe manufacturing is the engine of commerce. It’s a complicated and intricate machine with many moving parts. Each component requires monitoring, reworking, and maintenance to operate at peak efficiency.

Examining inefficiencies and improving performance of these parts are goals of every manufacturer. The obstacle most face is that these goals take valuable time and resources to achieve. Not to mention, by the time a goal is achieved, there is likely a new standard looming on the horizon to adopt. In this sense, excellence is a perennial pursuit.

Not every manufacturer is willing to commit to those needs and dismantle the “good enough” mindset. The challenge is made even more daunting because Industry continually builds pace. In short, you need to get ahead to stay ahead.

Sometimes that means receiving hard truths about your business processes, certain tools in your possession, or identify unknown tools that will help business work better through their adoption.

Our organization exists to provide clear perspective of the enterprise technology landscape and maximize the potential of your business. We provide generations worth of industry knowledge and best practices along with modern methodologies that make your organization work more intelligently, scale with demand, and drive profit.

Our commitment to you is not as vendor to customer, but rather as partner to partner.

Our mission is to provide the tools, techniques, and technical support required to ensure you possess the ideal solutions to business challenges faced now and in the future.

Ditch the spreadsheets and manual processes that are slowing the growth of your business. Start automating with manufacturing software and information systems used on the forefront of the industry. Encompass is here to show you the way. Learn More

Encompass Services

Encompass Solutions, Inc. is a business management and information systems consulting firm focused on improving the processes and profitability of manufacturers.

Our specialized teams have been delivering solutions to manufacturing businesses since 2001, including:

  • ERP Software (Implementation, renovation, and upgrades)
  • Managed Services (On-Prem, Cloud, and Hybrid infrastructures)
  • Electronic Data Interchange (EDI)
  • MTR Management Software
  • Manufacturing Execution Systems (MES)
  • Process Automation
  • Project Management
  • Custom Software Development
  • Remote Workforce Augmentation
  • Workforce Training

Our staff share more than 250 years of combined technical and functional expertise in business management, finance, manufacturing, and warehousing.

As an Epicor-certified Gold Partner, we excel in automating processes through purpose-built and customized solutions that prioritize stability, growth, and innovation.

In addition, we provide value-added services to further support businesses interested in improving operations from the shop floor to the top floor.

Encompass Industry Expertise

Encompass specializes in ERP software implementation and process improvement solutions to manufacturers and distributors in an array of industries, including:

  • Aerospace and aviation
  • Automation and robotics
  • Automotive
  • Electrical
  • Energy
  • Fabricated metals and alloys
  • Food and beverage
  • Furniture and fixtures
  • HVAC wholesales
  • Law enforcement and military equipment (ITAR)
  • Life and Biosciences
  • Maritime/Marine vessels
  • Medical devices
  • Rubber & plastics
  • Vision systems and components

Encompass Project Methodology

Encompass Solutions makes it a point to understand the challenges your business faces in corporate and operational growth. In many cases, Encompass identifies process improvement and efficiency opportunities businesses themselves had never considered. Through careful discovery and understanding of a business’ ambitions, Encompass will recommend, implement, and even maintain the systems that enable your business’ goals for growth.

How Encompass Can Help Your Teams

Accounting

Encompass’ experienced financial consultants understand the needs of a business’ accounting department, front to back. By delivering the software and processes capable of cutting out the clutter and automating the monotonous, Encompass ensures your AP/AR accounting workflow is seamless, from start to finish.

C-Suite/Management

Encompass provides the tools and strategies that outline corporate performance in a relevant way, providing visibility and putting data metrics into perspective for C-Suite and department managers to make more informed decisions, faster.

Production Shop Floor workers

Shop floor staff need simple solutions that produce efficiency throughout production processes. Encompass provides the tools and techniques that facilitate production and job scheduling, accurate time and materials tracking, smart alerts for inventory and priority, simple workflow customization, material usage, and more.

Field Services workers

The tools and techniques Encompass provide not only empower field service workers to deliver exceptional customer service experiences, they provide staff in the field the ability to and end jobs, update inventories, view and manage customer data, add notes to jobs, and track time and materials.

Engineering/Design workers

Product lifecycle management, engineering change management, product data management, and the replaying of designs to production staff can be a cumbersome task to businesses who don’t have the right tools at their disposal. Encompass can provide and support these critical components of your business while ensuring the processes involved leave no room for wasted effort or materials.

Sales Representatives

Encompass can empower your sales staff with the ability to produce accurate order estimates, streamline your quote-to-cash cycle, and fulfill orders with precision to deliver high customer satisfaction. Using industry-proven sales and marketing tools, Encompass can help your business drive significant growth and achieve target outcomes.

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OUR TEAM

THE ENCOMPASS SOLUTIONS TEAM

The founding partners of Encompass Solutions Inc. are Jim Baggerly and Sonia Haslam. Both principals previously held Regional Director positions with Ross Systems Inc., an ERP software provider, managing departmental personnel, profit & loss, and the regional customer base. 

Click on a team member to read about their experience.

Jim Baggerly, Managing Partner
Experience

In over 25 years' time, Jim has amassed experience that is both broad and deep. He started out in industrial engineering, putting his skills to work in manufacturing.

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He established a pattern early on of mastering one discipline and then moving on to tackle the next. Over the years he developed expertise in manufacturing management; materials management; project scheduling; software engineering—and many other areas.

Eventually Ross Systems spotted his talent and brought him on board. But Jim knew he’d eventually want to bring his own vision to life, and Encompass Solutions was born.

Sonia Haslam, Managing Partner
Experience

Another Ross Systems alumni, Sonia has developed a multifaceted compendium of expertise, acquired in more than a decade of taking on a series of new challenges. 

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She began in manufacturing, working on an ERP implementation. From there she became proficient in small business operations, including the development of a standard implementation methodology. As she has grown to take on ever more complex projects—including many for large, multi-national companies—Sonia has (at last count) worked on over 30 implementations in a cross-section of process industries. She is particularly knowledgeable in enterprise-wide integration and the management and support of heavily customized applications.

Dave Cranshaw Henry, Operations
Experience

Dave Cranshaw Henry has been working with Epicor since 2006, and Epicor has certified him on the technical tools track for both Vantage 8 and Epicor 9.

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He has a very deep understanding of the Epicor business objects that can be leveraged in workflows, embedded customizations, and BPMs for customizations, stand-alone applications, and integrations. He also has SDK experience and has assisted Epicor with building core product using the native software development kit used in-house.

Dave has been supporting Epicor EDI implementations since 2007 and has a full understanding of both the standard transactions supported by the Epicor product, and due to his technical background has assisted with multiple non-standard transactions that require custom solutions to be built for unique industries. Dave also manages our internal development resources and high profile technical projects, and, as such, has had extensive experience managing Epicor projects over the last five years.

Details

  • Over 13 years on the technical side of various ERP systems so he is very comfortable with differing manufacturing industry requirements across a wide range of vertical markets.
  • Managed remote teams in a global environment for several years. Projects have ranged from customizing around gaps identified during Epicor implementations on very tight schedules, EDI implementations with standard and non standard transactions, full vertical builds, and new module builds.
  • Built literally hundreds of trackers based off an assortment of BAQs, across all the functional areas of Vantage so familiar with all the tables in play. Built everything from a bin tracker up to an executive summary dashboard of the plant with full publish and subscribe integration.
  • Expert progress programmer, leveraging this to implement many BPMs in all functional areas of the system. For example, built a custom Rebate System from the ground up with BPMs and super-procedures using the 4GL Progress language as the back end and embedded customizations as the front end.
  • Understands the importance of using BPM/BAM to run logic server-side such that it is universally run by clients, ESC and other third party tools.
  • Familiar with auto print rules for APM or EDI as required.
  • Deep Crystal forms experience; comfortable modifying existing Epicor reports or using the BAQ Report Designer to create custom Crystal solutions for Epicor as required.
  • Programming languages include all those required to develop for Epicor, including Openedge Progress, VB.net and C#.
  • Completed training on and extensively worked with the Epicor SDK kit.
Jason Claggett, Managed Services
Experience

Jason Claggett has been working with technical aspects of Vista/Vantage since 2003 and is experienced with it through its current ERP 10 version. 

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He holds a BS/BA in Computer Science and Communications. During this time he has helped transform many company networks into state-of-the-art technology centers. Jason has also engineered many complex hardware solutions for various customers throughout the country.

He is experienced with most recent versions of Microsoft Windows Server technology, network infrastructure design/planning as well as hardware implementation.

Jason is considered one of the industry experts when it comes to the technical aspects of Epicor software. He has worked with legacy versions of the Epicor product, Advanced Print Management (APM), and performs conversions from earlier versions to the new ERP 10 when the customer of older transactional data requires the availability.

Details

  • Performed many number of Vista/Vantage, Epicor 9.0x, and ERP 10 installs over the last 10 years on both SQL Server and Progress databases
  • He has successfully engaged, implemented and trained numerous customers for the last 7 years on how to utilize APM to better manage document delivery to the end user.
  • Managed or migrated Windows Servers (2003 through current version)
  • Over 10 years of experience working with Epicor products.
  • Setup wireless infrastructure for use with the Handheld MES module
  • Installed or configured mobile handheld computer solutions including Motorola and Intermec products.
  • Worked with terminal server and thin client technology since its infancy in 1999.
  • Installed and configured MES stations for use in shop floor data collection areas.
  • Involved in the setup of various types of barcode scanning projects to improve employee accuracy.
  • Assisted companies find process improvements by automating document delivery for the last 7 years.
  • Managed data center operations containing over 50 servers and 3000 end users scattered throughout the United States.
  • PArticipated in research and development group at MasterCard International and served on the Y2K committee.
  • Certified Microsoft Professional (MCP) and holds multiple Cisco certifications.
Paul Bilodeau, Sales & Marketing
Experience
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Jarrad Kitching, Technical Team
Experience

Jarrad has been working with Epicor ERP installations for more than 20 years. He has provided systems architecture and technical implementation of some of Epicor’s largest and most scaled out environments since joining Encompass in 2006.

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Jarrad holds a Bachelor of Computer System Engineering degree with honours. He has a technically strong background and is familiar with different technologies used to deploy an enterprise solution. He has worked in diverse industries from plywood and wood panel manufacturing, steel scrap brokerage and pet food manufacturing to airline catering and government departments. The majority of these projects have required his services for several years at a time. His work experience has mostly been in a senior development role, but has not been limited to this. He has also been involved in project management, the management of development teams, training of users and system support/maintenance.

He has programming experience in a variety of languages, from object oriented c# and VB in the .NET environment, to legacy database programming languages such as Progress and Ross Systems' Data

Manipulation Language (DML).  In particular, his c#.Net experience has enabled rapid prototyping and development of products using the Metaphor platform. Most recently this has included projects such as writing data services to query an assortment of databases of diverse types and combine the results, and a database management product.

Details

  • Over 20 years experience in training, implementing and supporting financial, distribution and manufacturing ERP business functions
  • Been involved in successful implementations in industries including plywood manufacturing, wood panel manufacturing, steel rebar manufacturing, steel scrap brokerage, pet food manufacturing, dairy processing, airline catering and government departments.
  • Has considerable experience in all steps of the systems development lifecycle, from user requirement gathering through to development, data conversion, testing, implementation, documentation and training
  • Performed project lead responsibilities for both full system ERP implementations and for development projects
  • Accomplished developer in c#.Net, VB.Net and other languages such as Progress, DML, SQL, ASP, XML, html, javascript, ajax and excel macros, on a variety of development platforms such as Gembase, Metaphor and Microsoft.Net.
  • Extensive knowledge of business functions and processes including financials, manufacturing, maintenance management, fixed assets, purchasing, sales, distribution, inventory control and transportation management.
  • Directed and performed data conversion for many clients using a number of different conversion tools
Tanya Sweet, EDI Team
Experience

Tanya Sweet has been successfully managing projects and participating in ERP implementations and upgrades for over 20 years. She has worked with multiple ERP systems, specifically in manufacturing and healthcare industries.

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Tanya has worked, and project managed implementations with Epicor (Vantage 8, Epicor 9, and Epicor ERP 10).

Tanya has strong functional and systems knowledge in Sales Order Processing, CRM, Shipping, Accounts Payable and Accounts Receivable, Human Resources/Payroll as well as EDI. Prior to entering the consulting arena, she managed a manufacturing company where she implemented Vantage 8.03. That company was a mixture of light manufacturing and high volume distribution. She was also on the Senior Management team of a company that was growing 100% yearly and was pivotal in keeping it running smoothly and financially solvent during a time of large, unpredictable growth. She has since worked with a variety of customers assisting with EDI implementations (both in manufacturing and healthcare), financial consulting, as well as Project Management tasks. Tanya is a gifted teacher, which allows her to be effective at end-user training.

Details

  • Experienced Project Manager.
  • Expert in both Financials, and Distribution and Supply Chain business processes.
  • Understanding and depth of knowledge in overseas supply chain, as well as container shipping/customs, and advanced packaging.
  • Training - Sales Mgmt, Material Mgmt, Financial Mgmt and System Mgmt, EDI.
  • Directed and assisted with both EDI and Data Conversion projects at a number of sites with both Vantage and Epicor.
  • Design, Testing and Implementation of customizations.
  • Security Setup and System Administration.
  • EDI experience with multiple VANS including Tie Kinetix, SPS, True Commerce and GXS.
  • Familiar with many 3rd Party packages, such as Service Connect, APM, Crystal, Tie e-vision, CorVu, Insite Manifest Shipping Solution.
  • Performed project lead role on several implementations and upgrades in different industries.
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DIFFERENTIAL ADVANTAGE

We believe a strong partnership promotes a clear understanding of client needs. Supported by a sound project execution methodology, our work together ensures success in meeting your system and business goals. We’re with you for the full life-cycle of the project, from defining the project goals to post-project support.

The proper beginning to any business technology project must be the requirements definition and refinement in pursuit of software solution selection. This cannot be emphasized enough. Many projects go off-track when the approach to defining business and operations needs focuses merely on duplicating existing functionality. This approach stifles growth, creativity, teamwork and success. Teams end up working against the native features, functions and benefits of the chosen solution. We are skilled and experienced to help widen the horizon for supporting your business, with deep experience in industry and package solutions, along with the products that are meant to add value through interface to your core business system.

Establishing a partnership based upon understanding your goals, Encompass Solutions’ professionals maximize the investment in your project. We bring the best resources to the project, always maintain focus on the goal and deliver success.

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HERITAGE / INDUSTRY FOCUS

Founded in 2001, Encompass Solutions, Inc. is a professional services organization that includes deeply experienced, senior consultants who provide expertise in ERP and related business application systems. Our expertise extends from project planning and management through the entire implementation, with a special focus on process improvement. We also evaluate custom solutions, interfaces to value add products, and e-business capabilities in the context of your project and your needs. Encompass is the manufacturing industry’s high-value alternative to in-house resources for ERP software implementations, project management, business development, software selection and process improvement. Our team’s experience encompasses a broad range of industries and company structures.

INDUSTRIES / COMPANY STRUCTURES

  • Professional Services and Services for Manufacturing
  • Engineer, Make and Assemble-to-Order Environments
  • Make and Assemble-to-Stock Environments
  • Distribution Environments
  • Discrete, Process and Repetitive Disciplines, with a focus in the following industries: 
    • Boating
    • Industrial Manufacturing
    • Food & Beverage
    • Consumer Packaged Goods
    • Wood, Pulp & Paper
    • Pharmaceuticals and Nutraceuticals
    • Plastics
    • Metals
    • Medical Device Manufacturing
    • Contract Manufacturing
    • Electronics
    • Capital Equipment
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TECHNOLOGY OVERVIEW

Technology changes faster than most organizations can. Additionally, most companies struggle with the decision to use either the latest cutting edge technology or the older but proven solution. Eliminate the guesswork by partnering with Encompass in finding the right tool for your specific needs. Our team actively pursues expertise in the latest technology for process, function and feature, so we can help you navigate the challenges to finding the right solution.

Some of our core competencies include:

  • Discrete Manufacturing
  • Process Manufacturing
  • Application Integration, Automation and Development
  • ERP Extension
  • Warehouse Management
  • Maintenance
  • Advanced Quality Management

SUPPORTED THIRD PARTY AND REPORTING TOOLS:

  • Crystal Reports
  • FRx
  • CorVu
  • SQL Reporting Services
  • SQL Analysis Services
  • Sharepoint
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