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Implementation Project Management, Finance

Part of Joel’s role is to guide clients through the implementation process. Acting as project manager and value-adding consultant, he helps them integrate the CyberPay technology platform into their businesses in a way that optimizes return on investment. This includes business process review, data conversion, business process implementation, and software customizations.

“We regularly deliver outstanding custom development solutions to meet challenging special requirements for our clients. These range from customized reports to batch tax processing tools and custom data system integrations.“

His other responsibility is overseeing Adaptasoft’s finances, managing financial reporting for internal and external users and collaborating in strategic planning and financial forecasting.

“Adaptasoft has a great team of caring professionals behind our technology solutions. Our software is supported by expert project and support teams. Our clients receive a comprehensive business solution that gets them implemented and processing efficiently within a managed project environment.”

Joel’s areas of expertise include data conversion, business analysis and project management.

Background
Joel started working for Adaptasoft in 2004, while still in college, and became a full-time employee upon graduation. He earned his Certified Public Accounting (CPA) certification in 2009.

Joel played a leading role in developing our industry leading data conversion utilities and workflow. These sophisticated “back room” helper utilities (available for five source platforms) allow the client and Adaptasoft conversion teams to rapidly convert client data.

The latest conversion utility - built on our SQLConvert platform – was developed in under four weeks and converted over 775 clients in a 5-week window.

“I was attracted to Adaptasoft by an environment of teamwork and professional development. The team was young with a strong market opportunity and growth vision. I wanted to be part of a team that is focused on working together to create outstanding market solutions.”

Education & Accreditation
Certified Public Accountant

Valparaiso University
Bachelor of Science, Accounting

Ivy Tech Community College
Associate of Applied Science, Accounting

Personal
Joel is active in his church and frequently plans youth group events. He enjoys mountaineering, biking, and touring national parks. He also serves on the Ivy Tech Community College Advisory Board for the Accounting Program.

Favorite quote
A Good Attitude Makes a Great Difference.