Resource Solutions Provider - Business Profile Information
Organizational Name
Mergence Systems LLC
641 Grooms Road
Suite 110
Clifton Park, NY 12065
http://www.mergencesystems.com
main office- 1 (518) 406-6858
fax- 1 (815) 349-2754 (815 IS correct)
How many offices or organizational locations
1 location
How many employees in your organization
1 employee
Please describe your organization’s core competencies and purpose of business
We help organizations infuse new technology into critical business processes, and achieve desired
results in complex technical system integration environments. Our services capture the value of
technology across organizations, reduce endemic system project risks, and present organizational
stakeholders with clear options based on traceable and quantifiable business impact.
Stakeholder management: We identify technical system boundaries, analyze how different stakeholders
interact with systems, and investigate the underlying stakeholder business needs to optimize the entire
system to support critical business process execution.
Requirements management: We align traceable technical system requirements with stakeholder needs
and ensure measurable business impact, identify advantages and disadvantages of multiple system
requirement combinations, and facilitate essential coordination between different business, technical,
and project participants.
Concept management: We effectively expose differentiations between alternative solution concepts,
plan and design system prototype testing to ensure measurable performance, and identify real options
to minimize system downside and improve success potential.
Please describe what your organization can offer to NYS manufacturing companies
Our blend of business and technical qualification provides a unique capability to support an underserved boundary in small and medium-sized organizations. We bring to the table both technical fluency
and business relevance that provides options and clarity when faced with complex and challenging
projects that involve existing and new systems, technologies, and processes.
Cross-functional alignment: Complex business systems support critical functional processes. Our
systems integration expertise helps clients to understand underlying interactions, coordinate
organizational system goals, and achieve cross-functional alignment. We work across existing functional
domain experts to move everyone in the same direction.
Technical complexity management: Our experience helps clients to conquer the boundary between
business and technical complexity. We help to simplify, clarify, and present complex systems options by
working with technical experts and business stakeholders.
Global perspective: We bring global business to the local upstate New York region. Our services
incorporate timeless perspectives, principles, and methods from projects in over 15 countries around
the world, and we apply universally applicable global business system lessons and experiences to help
local organizations.
Please describe/list the number and types of products and/or services your organization sells.
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Stakeholder system boundary, interaction, control, and dynamics evaluation
New and existing system mapping
Business impact of technology evaluation
System requirements definition and mapping
Technical requirements analysis
Optimal frontier analysis to select technical solutions
Techno-functional requirements mapping
System concept and prototype selection
System test plan definition
End-to-end, stream, and unit test planning and scripting
System modeling for decision making: Monte Carlo analyses, decision trees, lattices, system
dynamics, project dynamics
Please describe your organizational supply chains (describe the major supply chain or supplier types
that your organization serves/sells to, and buys from)
As a services organization, we work directly with clients as an adjunct resource to help solve their
problems, and leverage their existing supply chains and relationships as appropriate for the project.
Industry (please describe your organization’s major industry sector(s)/sub-sector(s) classification) –
Our organization fits under “Scientific and Technical Consulting Services” (NAICS code 54169). However,
we are able to work with any client organizations that are attempting to align technical system
complexity with business processes, including small and medium sized manufacturing. Most of our past
experience is with electrical, automotive, and industrial manufacturing.
Which organizations do you consider as the major organizational competitors? Please list
organizational names
General and specialized consulting and contracting organizations (Deloitte, KPMG,…) and contracting
organizations are competitors. However, with our specialized systems experience and scope, we are
able to work alongside or in collaboration with other service providers.
How many years has your organization been in business in New York
We have recently located in the Albany, NY area.
Please describe any notable accomplishments or successes you have achieved or facilitated for your
customers
Strategy, leadership, and management
 Led 8-member functional-technical analyst team that implemented improved manufacturing
and supply chain processes and technologies at 14 plants, warehouses and sales offices for
electrical products manufacturing division in Canada.
 Mentored and trained business analysts and project managers in centralized IT organization in
requirements gathering, needs analysis, scoping, and new technology integration concepts that
enhanced the value of shared technology platform investments and increased coordination
across large manufacturing and supply chain implementation projects. Designed and deployed
enhanced global requirements mapping procedure that reinforced systems solutions and
enhanced benefits and risk visibility.
 Coordinated business stakeholders, process experts, end users, and technical developers
towards optimal and achievable future-state manufacturing and supply chain system designs for
power quality division in Australia and New Zealand that accounted for regional geographical
business challenges.
 Oversaw functional design, development, and implementation of 150 new and enhancement
cross-functional custom technical components during 15-month ERP implementation that
resulted in user acceptance testing success.
 Collaborated with business stakeholders in Central and Eastern European countries to produce
functional requirements that resulted in consolidated future-state process and technology
system blueprints for customer orders, shipping, inventory, and procurement processes for
distributed multi-national manufacturing, warehousing, and drop-shipment organization.
 Designed strategy for system concept process and technology testing across business
stakeholders at 7 Scandinavian sales office locations and oversaw internal and third-party
technical development resources that improved unit testing results and that avoided critical
milestone interruption.
 Planned requirements, implementation, development, and testing for emergency invoice
redesign project in Poland that avoided legal compliance penalties.
 Coordinated filtration product line migration activities on-site in Reynosa, Mexico manufacturing
plant that reduced project risk and maintained planned milestones. Interfaced with external
contractors around system implementation process and technology projects that aligned future
state designs with organization strategy and user needs.
 Presented Customer Relationship Management (CRM) system needs and requirements analysis
to senior business leadership at electrical products manufacturer divisional headquarters that
effectively communicated the business benefits and risks of a complex technology investment.
Hands-on process and technology innovation
 Designed cross-functional system technical requirements validation process for central IT
organization that reduced configuration cycles and established robust future implementation
baselines.
 Analyzed organizational performance data and recommended future process improvements in
shipping, logistics, warehousing, and quality that reduced overhead, improved visibility to key
information, and eliminated opportunities for repetitive errors in global manufacturing
environment. Deployed 18 ERP implementation project data standards that enhanced
automation and integration in shipping, logistics and warehouse processes.
 Established evaluation criteria for approval board that reduced custom technology
enhancement review time by 75%. Formalized “delegate and decide” sub-teams for new
processes and technology that resulted in a 60% requirement review iteration reduction.
 Contributed to global baseline design for strategic ERP system roadmap that resulted in 18
successful global implementation projects in five continents. Presented risk analysis and options
to senior leadership for strategic technology upgrade plan that influenced development of
critical roadmap and timeline.
 Designed intercompany processes for customer orders, inventory and financials between frontend sales offices and intercompany warehouses on separate ERP systems that resulted in more
accurate order processing. Introduced international Available to Promise (ATP) technology
between Australia and New Zealand locations that improved customer visibility and reduced
international emergency freight costs for intercompany orders.
 Conducted classroom training in Scandinavian sales offices that aligned users around improved
manufacturing, customer order, and supply chain processes. Monitored performance of key
metrics during implemented system launches and provided support to users that preserved
critical logistics business activities.
 Defined, tested, and deployed major internal customer-facing information system project as
part of large acquisition at a global diversified industrial manufacturer in Central Europe.
Architected and implemented automatic transaction flows between separate Oracle and SAP
systems for customer orders, shipping, returns, inventory, and field service that reduced
overhead between high labor cost sales offices and warehouses. Facilitated “conference room
pilot” (CRP) and user acceptance testing (UAT) initiatives that achieved milestones and verified
functionality for major technology projects.
 Designed, implemented, and tested 3 standard EDI transactions between customer order
system and third-party warehouse that automated shipment and inventory transactions across
8 countries.
 Orchestrated cross-functional needs identification activities across 12 business locations that
resulted in shared technology improvements for warehouse put-away, customer order entry,
intercompany order processing, and third-party shipping carrier integration.
 Developed model plant assessment tool to compare 6 North American manufacturing locations
that identified critical improvement opportunities for major automotive parts supplier.
Organized governance board and user groups across North American manufacturing locations
that reinforced model plant process improvement initiatives for major automotive parts
supplier.
 Overhauled ERP and financials system in multi-industry manufacturing facility in Reynosa,
Mexico. Trained clerks in plant and Pharr, Texas warehouse locations in cross-border shipment
processes that improved customer service and inventory management coordination between
facilities, and reduced late warehouse arrivals and customs fees.
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Performed industry literature, benchmark database, and expert research for Customer
Relationship Management (CRM) initiative that reduced external consulting costs.
Conducted management reporting requirements assessment and component prioritization
across global locations that enhanced access to key process information and metrics.
Redesigned 30 management reports for customer order process, delivery, warehousing, and
quality that improved visibility to emerging trends and alignment across multiple locations.
Designed custom platform modules with open-source Content Management System (CMS)
software to align mentors with mentees for geoscientist organization, match professional
consultants across more than 30 different market sectors, and plan 400 attendee conference.
Harnessed powerful technology for small organizations at minimal cost.
Please check all of the resource capabilities, services and/or expertise from the following list that your
organization can provide:
____Engineering: Contract Services
____Engineering Consulting Services
__x_Management Consulting/Strategic Planning
____Production Flexibility/Capacity
__x_Product Design & Development/Prototype Development
____Additive Manufacturing/Process Automation
__x_Commercialization/Scale Up
__x_Regulation/Compliance
__x__Supply Chain Management/Supply Chain Development/Supplier Scouting
____Specialized Equipment/Instrumentation
____Specialized Facilities/Labs
____Site Selection/Fit Up
___Import/Export
____Workforce/HR/Training/Recruitment
____Internship
__x_Information Technology Services
____Sustainability/Waste Management/Energy Savings
____Marketing/Web/Social Media Services
____SBIR/Grant Application Assistance
____Funding/Capital & Finance Services/Grants/Investment
____Research/R & D
____Business Development/Partner Development/Market Development
____Professional Business Services: Legal/IP
____Professional Business Services: Sales/Sales Training
____Professional Business Services: Accounting/Finance
____Professional Business Services: Administrative/Conference Room/Facility leasing
____Professional Business Services: Executive Recruitment/Executive Advisory/Mentorship
____Start Up/Business Planning
____Other – please describe and list
Please provide any additional key words that represent the organization’s capabilities, expertise,
application domain and sector focus, target customers or markets, industry(s), etc.
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Complex systems
Technical implementation
Concept selection
Cross-cultural
Cross-functional
Requirements analysis
Solution design
Stakeholder analysis
Stakeholder management
Large system integration
System value
System performance
Business needs
Individual Expertise/Profile Information Form – If Applicable
If applicable, please provide information about individual experts within your organization.
Individual Name
Daniel Adsit
Organization
Mergence Systems LLC
Title
Principal
Phone
1 (518) 478-6126
Email
dan@mergencesystems.com
Awards
2011 Eaton Corporation Future Leaders Zone Award Recipient
Resume, CV, Bio:
EXPERIENCED SYSTEMS AND TECHNOLOGY
LEADERSHIP AND MANAGEMENT PROFESSIONAL
Customer-focused and relationship-oriented business process innovator, technology leader, and
consultant with expertise in identifying, analyzing and optimizing complex systems problems,
challenges, and opportunities. Imaginative problem solver with exceptional MIT management
and engineering education. Adaptable personality and skillset in broad business and technical
concepts. Able to inspire, influence, and collaborate with others in all functional and technical
roles. Highly organized self-starter with refined interpersonal, written and verbal
communication skills. Additional qualifications and experience include:
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9 years of experience with dynamic business information systems, technology programs,
strategic projects, manufacturing environments, and complex supply chains
On-site project experience in 16 countries, including growth markets in Mexico and Eastern
Europe.
Mastery of analytical and statistical tools including QFD, profit/loss statement analysis,
system dynamics, discount analysis, control diagramming, Monte Carlo simulations,
decision trees, real options, and regressions
Trained change management professional with practical implementation experience
Agile and adaptable ability to manage change across business and technical contexts
EDUCATION
Massachusetts Institute of Technology (MIT), Cambridge, MA
Sloan School of Management & School of Engineering
Master of Science in Engineering & Management
Cornell University, Ithaca, NY
College of Engineering
Bachelor of Science in Information Science, Systems & Technology
February 2014
2006
RELEVANT EXPERIENCE
Mergence Systems LLC, Clifton Park, NY
2014-present
Principal
Massachusetts Institute of Technology (MIT), Cambridge, MA
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Fellow, System Design & Management (SDM) Program
SDM Leadership Curriculum (2013)
Eaton Corporation
Project locations in USA, Mexico, Europe, Asia, Australia and New Zealand
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2013-2014
Enterprise Common Platform Specialist (2011-2013)
Functional Analyst, Distribution and Transportation (2008-2011)
Analyst, Strategic Technical Enhancement Program (2006-2008)
2006-2013
PLS Launch Solutions, Inc., Ithaca, NY
2005-2006
Web Systems Designer and Developer
Please describe any key words that represent your domain expertise, capabilities, and focus areas
(customers, applications, markets, industries, etc.)
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Business process improvement
Complexity management
Concept evaluation and selection
Cross-functional needs alignment
Customer needs focused
End-to-end process execution
Information systems
IT strategy and execution
Requirements analysis and alignment with stakeholder needs
Risk analysis
Solution design
Supply chains
System integration
Systems issue resolution
System value delivery
Technical communication and presentation
Technical contribution
Technology