About Us

Mike Pohlman Dynamics GP Consultant

Michael Pohlman

Mike is the Managing Member of The Anchor Group and has over 28 years of business operations analysis and ERP software application implementation experience. He has worked in a wide variety of industries. He began his career performing audits with Ernst & Young but assisted with Tax work as well. Following three “busy seasons” he moved to the consulting service line, assisting with many engagements ranging including Custom System Implementation, Financial Analysis and Business Process Improvement. His final three years were spent as a Project Manager.

Following eight years in Public Accounting and Consulting, Mike transitioned to the role of CEO for a family-owned chain of department stores in West Texas. As part of the business, he successfully implemented an integrated company-wide system utilizing Dynamics GP (Great Plains) as the system backbone. He maintained that position for seven years and also started four additional businesses in the finance, bookkeeping, rental equipment and education industries.

He enjoys spending time with his family and is active in his church. He enjoys running, biking and swimming. He has completed two Ironman triathlons and is currently training for a third.

Education

Michael earned his Bachelor’s degree from Oral Roberts University in Tulsa, Oklahoma with Computer Science and Accounting majors with Business and Math minors.

GP Specialties Industries Services
  • Financial Back Office
  • Sales Operations
  • Purchasing
  • Warehouse/Inventory
  • Point of Sale
  • Fixed Assets
  • Sales Analysis
  • Project Accounting
  • Integration Manager
  • FRx Financial Statements
  • Report Writer
  • Management Reporter
  • Retail
  • Manufacturing
  • Distribution
  • Membership
  • Automotive Service
  • Professional Services
  • Restaurants
  • Printing
  • Real Estate
  • Oil & Gas
  • Charitable
  • Project Management
  • Strategic Planning
  • Requirements Analysis
  • System Architecture
  • Customization Design
  • Customization Coding
  • System Testing
  • User Training
  • Go-Live Support
  • System Migration
  • System Upgrades
Certifications
  • Certified Public Accountant – Oklahoma (inactive)
  • Microsoft Dynamics GP Certified Master
  • Microsoft Certified Trainer
  • Microsoft SQL Server Certified Professional
  • AICPA Certified Information Technology Professional

Brad Sweeney

Brad Sweeney Dynamics GP Consultant

Brad joined The Anchor Group in August of 2011. He has 16 years of experience on the accounting operations side with multiple companies.

He served as Controller for First Choice ER from August of 2009 to August of 2011.

Brad has been a Dynamics GP Consultant for six years with multiple Microsoft GP partners.

Brad has a deep belief that the client deserves immediate response to their accounting systems problems – “We have no answering service…our cell phones are always on. I have been there and know the importance of talking to a LIVE person and getting the help you need when accounting systems produce errors.”

He enjoys spending his free time watching his son and daughter play sports and is active in his church.

Education

Brad received his BBA in Business from the University of North Texas and completed 36 hours of upper level accounting at the University of Texas Arlington. He is a CPA as well as a CFE.

GP Specialties Industries Services
  • Sales Operations
  • Purchasing
  • Warehouse/Inventory
  • Fixed Assets
  • Sales Analysis
  • Integration Manager
  • FRx Financial Statements
  • Report Writer
  • Management Reporter
  • Retail
  • Manufacturing
  • Distribution
  • Membership
  • Automotive Service
  • Professional Services
  • Restaurants
  • Printing
  • Real Estate
  • Health Care
  • Charitable
  • Project Management
  • Strategic Planning
  • Requirements Analysis
  • System Architecture
  • Customization Design
  • System Testing
  • User Training
  • Go-Live Support
  • System Migration
  • System Upgrades
Certifications
  • Certified Public Accountant – Texas
  • Certified Fraud Examiner
  • Microsoft Dynamics GP Professional

Russ McClendon

Russ joined The Anchor Group in 2013 and Russ McClendon Dynamics GP Consultanthas over 28 years of business operations analysis and ERP software application implementation experience. He has worked in a wide variety of industries.  He began his career in the Wholesale Distribution industry, and moved into banking and mortgage banking where he held various positions from Staff Accountant to Controller.  In 1997, he moved to ERP consulting, assisting with many engagements including Custom System Implementation, Financial Analysis and Business Process Improvement, in varying industries.

He enjoys spending time with his family and friends.  He enjoys running, biking and golf.

Education

Russ earned his Bachelor’s degree from Southwest Texas State University (now Texas State) in San Marcos, TX with an Accounting major.

Certifications
  • Microsoft Dynamics GP –   Financials
  • Certified Intacct Solution Provider

Douglas Roberts

Doug Roberts Dynamics GP Consultant

Mr. Roberts has over 20 years of business experience in technology, accounting and operations roles and more than 15 years of experience in software application implementation and development.  He has worked in a wide variety of industries including distribution, education, healthcare and manufacturing.  He began his career in accounting and systems analysis for a large restaurant corporation and then moved to the distribution industry for two start-up companies. He then joined Epicor software and began a new career in software implementation and development.

After leaving Epicor, Doug joined Epartners, a mid-market consulting firm, where he led and managed more than 15 major ERP and CRM projects in many different industries and participated in more than 40 projects overall.  In 2004, Mr. Roberts left consulting to lead the technology team for a venture capital based distribution company where he completed the implementation of a complex ERP system and developed a Warehouse Management solution.  Following that, he worked in technology management roles in education and healthcare product distribution companies for several years, completing system setup and data conversion for several mergers and acquisitions.  Doug delivered several technology projects to improve efficiency and reduce cost across all areas of the business including finance and accounting, distribution, warehouse management, field services and manufacturing.  Doug joined Anchor Group in 2013.

He enjoys spending time with his family, golf, swimming and biking.

Education

Doug earned his Bachelor of Science in Accounting Control Systems from the University of North Texas in Denton, TX.

Mari Pohlman

Mari Pohlman Dynamics GP ConsultantMari Pohlman joined Anchor Group in 2014 after three busy seasons in Audit at Ernst & Young. While at EY, she served on audit teams for both private and public clients, as well as pension plans, S-1’s, and IFRS filings. Mari developed specialties in merchandise accounting as well as the increasingly complex guidance around internal controls.

In addition to GP support, Mari specializes in developing custom financial statements in FRx, Management Reporter, and Solver BI360.

Mari enjoys live music, cycling, and running. She ran her first two marathons in 2012 and also serves as amateur videographer for Mike Pohlman’s numerous Ironman races (Click here to see some highlights from his 2014 race).

Education

Mari graduated Summa Cum Laude with a BS in Accounting from Oral Roberts University in Tulsa, Oklahoma.

GP Specialties Industries Services
  • FRx Financial Statements
  • Management Reporter Financial Statements
  • BI360 Financial Statements
  • Fixed Assets
  • Integration Manager
  • Word Template Customization
  • Report Writer
  • Retail
  • Manufacturing
  • Restaurants
  • Automotive
  • Health Care
  • Report Design
  • Project Management
  • GP Support
  • GP Upgrades
  • 3rd Party Software Integration/Support
  • SQL Server
Certifications
  • Certified Public Accountant – Texas

Travis Woolsey

Travis Woolsey Dynamics GP Consultant

Travis Woolsey is a senior consultant for The Anchor Group. He is a Microsoft Certified Technology Specialist who has over 22 years’ experience developing custom software solutions in several industries.

Mr. Woolsey specializes in data integration, creating new GP custom screens, modifying existing screens, and adding screen field defaults and validations.  He also specializes in assisting customers in automated solutions utilizing 3rd party solutions or creating custom programming solutions from initial concept and design to implementation and deployment.

He has designed, developed and integrated complete solutions for multiple companies that have automated processes for Field Service Automation, Audit Reporting, Flood Determination, Automated emails, and a Platform Banking.  He has also built hand-held scanner custom application interfacing to GP Sales and Inventory to capture inventory item model and serial numbers utilizing live GP data.

He can assist in maintaining existing vb.net/c#/sql code or developing new processes from scratch.  Any data that is currently stored in spreadsheets or updated via an Access Database form is an excellent candidate for improved processes that Travis can assist in taking your company to the next level.

He enjoys spending time with family and is active in his church.  He enjoys Tennis, Running, and Swimming.

Education

Travis earned his Bachelor of Science Degree in Management Information Systems from University of Texas at Arlington

GP Specialties Industries Services
  • GP Screen Customizations
  • eConnect
  • Integration Manager
  • Report Writer
  • Management Reporter
  • Sales Order Processing
  • Warehouse Inventory
  • Oil & Gas
  • Flood Research (FEMA)
  • Large Financial Institutions
  • Warehousing
  • Retail
  • Distribution
  • Professional Services
  • Microsoft VB/C#.net Custom Software Development
  • 3rd Party Software Integration/Support
  • SQL Server Reporting Services (SSRS)
  • Visual Studio Tools for Dynamics GP
  • Requirements Analysis
  • System Architecture Customization Design
  • System Testing
  • System Migration
  • System Upgrades

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