ERP / Enterprise Resource Planning Expert Witnesses: 6

Panorama Consulting Group specializes in Enterprise Resource Planning (ERP) Systems and has multiple testifying experts for failed software litigation. This high-profile firm is called upon to investigate the feasibility of litigation, provide software expert witness testimony, and build background reporting for some of the industry’s highest-profile software lawsuits. They have worked with organizations ranging from multi-national conglomerates to boutique and large law firms, as well as state offices of the Attorney General.

As independent enterprise software experts, Panorama Consulting Group has hands-on experience with hundreds of software vendors. Their firm is not tied to a single law firm or software vendor, allowing them to focus on all types of clients and industries. 

Bill Baumann on Expert Witness Testimony

Litigation Support: The experts at Panorama Consulting Group work for both plaintiffs and defendants, software vendors and system integrators, and their customers. Their differentiator is using a team-based approach to provide expertise beyond just the testifying expert, which is cost-effective and efficient for their clients. They have multiple software expert witnesses available for provision of reports, depositions, and testimonies.

Allegations Addressed:

View Panorama Consulting Group's Consulting Profile.

Rosemary Coates, President of Blue Silk Consulting, is a seasoned executive with an MBA and 35+ years of experience in Chinese Sourcing and Manufacturing, Global Supply Chain Management, Procurement, Manufacturing, Importing/Exporting, and ERP Systems Consulting.

Prior to BSC, Ms. Coates was a Senior Director at SAP, the Supply Chain Practice Leader at KPMG Peat Marwick and at Answerthink, and a Regional Manager at Hewlett-Packard. Ms. Coates has consulted with global and domestic clients, VCs, and PE firms on operations systems and processes. She has considerable international experience and has worked for extended periods in Asia and Europe.

Ms. Coates' experience spans a broad range of industries including High Technology, Software, Chemicals, Health Care, Consumer Products, Industrial Products, Food Distribution, Transportation, Publishing, Retail, and Oil and Gas. She has extensive knowledge and experience in manufacturing and outsourcing in Asia, Europe, and the US. She has written five Amazon.com books including Best Seller, 42 Rules for Sourcing and Manufacturing in China, and Legal Blacksmith: How to Avoid and Defend Supply Chain Disputes, and  42 Rules for Superior Field Service, and Negotiation Blueprint for Buyers, and The Reshoring Guidebook 

Ms. Coates is also the Executive Director of the Reshoring Institute and a member of the Board of Directors at the University of San Diego Supply Chain Management Institute. She teaches Global Supply Chain Strategy at UC Berkeley. She is a Licensed U.S. Customs Broker. She earned a BS in Business at Arizona State University and an MBA at the University of San Diego. She resides in Silicon Valley. 

Rosemary Coates: Supply Chain Management Overview

Litigation Support - As an Expert Witness, Ms. Coates has assisted attorneys in their understanding of relevant Supply Chain Operations and Practices in sourcing, logistics, distribution, manufacturing, inventory, and Chinese Imports. She has worked on legal cases for the past 10 years, writing reports, giving depositions, and testifying at trial.

Case Opinions:

• Chinese Products
• Import / Export Management
• Counterfeit Imports
• Project Management for Enterprise Software
• ERP Software Consulting Implementation Failures and Runaway Projects
• China Sourcing and Manufacturing
• Securities
• Sales Channel Distribution and Compensation
• Supply Contracts
• Inventory Tax
• Global Manufacturing Operations, Contract Manufacturing, CMS, EMS
• Transportation and logistics, 3PLs and Freight Forwarders, Freight Shipping

Areas of Expertise:

View Rosemary Coates' Consulting Profile.

Brooks Hilliard, CMC, CCP is the only actively practicing expert witness in the world who is both a Certified Management Consultant and a Certified Computing Professional specializing in computer system selection and problem resolution. He has testified more than 30 times as a computer expert witness and has been engaged on more than 90 such matters for both plaintiffs and defendants. Mr. Hillard has done expert witness and consulting assignments in 25 states, and has qualified as an expert witness on computer software and hardware (including ERP, SCM and CRM systems) in both state and federal litigation. His expert witness engagements have included courtroom and deposition testimony in lawsuits, arbitrations, mediations and formal governmental hearings. 

Areas of Expertise:

• Allegations of ERP and CRM system failures and/or defective business software/systems
• Computer Forensics
• Intellectual property
• Valuation of computer hardware, software and services
• Regulatory, Procurement and Tax matters

Joe Sremack, CFE, CISA,  is an expert in Enterprise IT Systems, Data Analysis, and Source Code Analysis and is a partner in Marcum's Valuations, Forensics, and Litigation Support practice. Joe leverages more than 20 years of data analytics and technology experience in assisting law firm, corporate, and government clients respond to large-scale data, software development, and enterprise systems issues. 

Joe brings a unique perspective and cutting-edge data solutions to assist his clients with dispute and investigation matters by incorporating advanced technologies and pragmatic solutions. His career encompasses advising clients on a variety of issues across various global jurisdictions where data and enterprise systems play a central role. These issues range from U.S. trade enforcement, securities litigation, consumer class action litigation, SEC/CFPB/FinCEN/CMS regulatory compliance and internal investigations. Joe is the author of Big Data Forensics and a frequent contributor to academic and commercial journals and conferences.

Litigation Support - Joe works with white collar, class action, and commercial litigation clients who are facing complex IT issues and issues involving large-scale, complex data questions. He has assisted clients across the US and over fifty countries. His services include thorough reporting, depositions, and trial testimony as needed.

Areas of Expertise:

Philip J. Isaak, PE, P.Eng., DCDC, RCDD, SMIEEE, is an expert witness, consultant & trainer in the design, construction, procurement, implementation, commissioning & operations of Information Technology, Telecommunications & Critical Data Center Facilities. 

Mr. Isaak provides clear analysis for complex disputes, incorporating industry standards, best-practices and over 20 years of consulting & training expertise working with clients located in 28 countries and territories across 6 continents. 

In recognition of Mr. Isaak’s professional standing, the Institute of Electrical & Electronic Engineers (IEEE), the world’s largest professional association for advancement of technology, certified him to the grade of Senior Member, a level only 9% of IEEE’s over 400,000 global members hold. Mr. Isaak is also an author of several industry standards published by TIA & ANSI/BICSI, whitepapers published by The Green Grid, and the Data Center Handbook published by John Wiley & Sons.

Expert Witness Services

Areas of Expertise:

View Philip Isaak's Consulting Profile.

Eric Kimberling, MBA, is one of the most recognized and respected independent Enterprise Resource Planning (ERP) systems expert in the world, giving 100% unbiased advice to clients for more than 20 years. Mr. Kimberling has been quoted in hundreds of articles, including the Wall Street Journal, CIO Magazine and Fortune. He provides keynote speeches at industry conferences and universities worldwide, and continually provides industry thought leadership through his YouTube channel, along with blogs, podcasts, webinars. He is the author of multiple acclaimed books, including, “Lessons from 1,000 ERP Implementations,” “Guide to Successful Digital Transformations,” and others.

Throughout his career, Mr. Kimberling has been called upon to investigate the feasibility of litigation, provide witness testimony and build background reporting for the industry’s highest-profile ERP lawsuits, Waste Management v. SAP, Lyons Magnus, Inc. v. Fujitsu America, Inc.; Partner Services, Inc v. Avanade; Kathy Pishghadamian v. Nicor Gas; Flotek Industries, Inc. v. CD Group, Inc.; Midwest Tape LLC v. ESR Associates, Inc.; and Whaley Food Service Repairs v. Epicor to name a few. Eric is actively involved in implementations and project recoveries, giving him a unique and up-to-date experience with modern enterprise technologies.

Areas of Expertise:

Eric holds an MBA with an emphasis in operational strategy and a Bachelor of Science in business administration from Daniels College of Business at the University of Denver. He is also Six Sigma certified and a certified practitioner of multiple ERP solutions, including SAP, Oracle, Microsoft Dynamics, Epicor and Infor, among others. He has won numerous industry awards for his experience and contributions, including Supply Chain Pro to Know and Best Independent ERP Blog from ERP Focus.

 View Eric Kimberling's Consulting Profile.