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CAS set-up in Odoo
TechNext
Neil Matan

Neil Matan

Senior Functional Lead

Taguig City hub

Neil has spent 24 years moving companies onto ERP and CRM systems, more than 80 of them, ten years of it on Odoo. Neil sits down with your finance and operations teams, maps how the work really happens, and turns it into a set-up that fits, from data migration to local tax and multi-currency. Ask Neil about moving off another ERP without losing your history.

About Neil.

How Neil works, and where the experience comes from.

Neil holds a computer science degree on top of a business one, and has worked on both sides of every project since: the finance and operations people who use the system, and the developers who build it. That is why discovery workshops with Neil end with a process map your accountants recognise, not a feature list.

For ten years Neil co-founded and ran an ERP consultancy as President and CTO, leading pre-sales, scoping, solution design and delivery teams across Acumatica, Odoo, SAP, Oracle and Microsoft Dynamics. The same company built its own point-of-sale system, an HR and payroll system and a core banking and lending platform.

Since then Neil has run global roll-outs of SAP S/4HANA, Dynamics 365, Salesforce and ServiceNow, led core banking integrations under BSP, SOX and AMLC rules, served as a CTO, and headed delivery for NetSuite and Acumatica programmes. Each roll-out meant setting up local tax, currency, language and multi-entity reporting, and moving years of legacy data across intact.

Outside work Neil has served the Rotary Club of Metro Antipolo since 2017, as a director and as president from 2022 to 2024.

  1. NowSenior Functional Lead, TechNext

    Leads Odoo discovery, process design, data migration and local tax set-up for clients in the Philippines.

  2. 2025 – 2026Project Delivery Head / Senior Techno-Functional Consultant

    Set the ERP direction for international NetSuite and Acumatica programmes, including a full NetSuite-to-Acumatica migration and Salesforce, VersaPay and Shopify integrations.

  3. 2025ERP Subject Matter Expert / Solutions Architect

    Ran vendor-neutral platform selection for companies moving to SAP S/4HANA or Microsoft Dynamics 365, and redesigned their finance and supply chain workflows.

  4. 2025Chief Technology Officer / Technology Lead

    Owned the technology roadmap and budget; delivered NetSuite with Salesforce for a mid-market retailer and a full Odoo implementation.

  5. 2024Global Implementation Manager

    Directed multi-regional SAP S/4HANA, Dynamics 365 dealer management, Salesforce and ServiceNow roll-outs, with data migration and local tax, currency and language set-up.

  6. 2023 – 2024Technology Delivery Manager / Technical Lead

    Integrated SAP, Salesforce, ServiceNow and AWS with a bank's core systems, including BSP regulatory reporting.

  7. 2021 – 2023Senior Project Manager

    Managed modernisation projects for a life-insurance company and a national bills-payment network, with multi-million budgets.

  8. 2012 – 2022Co-founder, President & CTO, ERP consultancy

    Built and led the consulting and engineering teams behind 30 portfolio projects on Acumatica, Odoo, SAP, Oracle and Dynamics.

Skills.

What Neil brings to your project, grouped by area.

BIR-related experience4

  • Local tax set-up in ERP roll-outs
  • Multi-tax, multi-entity reporting
  • Built an HR and payroll system with statutory rules
  • Built and rolled out a point-of-sale (POS) system

Functional leadership8

  • Discovery workshops and scoping
  • Business process re-engineering
  • Finance and supply chain workflows
  • Data migration strategy
  • Localisation: tax, currency, language, multi-entity
  • Change management and user adoption
  • Training programmes
  • UAT and quality assurance

Advisory & architecture7

  • Vendor-neutral ERP selection
  • System consolidation after mergers and acquisitions
  • B2B and B2C integrations
  • Replacing heavily customised legacy systems
  • API-driven, cloud-first design
  • Total cost of ownership reviews
  • Pre-sales solution design and estimates

ERP & CRM platforms8

  • Odoo ERP (10 years)
  • Acumatica ERP (14 years)
  • Shopify (10 years)
  • SAP Business One, ECC and S/4HANA (5 years)
  • Microsoft Dynamics 365 BC, AX, NAV and SL (5 years)
  • Oracle NetSuite and Fusion (5 years)
  • Salesforce (5 years)
  • ServiceNow, Microsoft CRM and Workday

Project delivery6

  • Agile, Scrum and hybrid-agile for ERP
  • Multi-regional roll-outs
  • Programme and budget control
  • Vendor, integrator and SLA management
  • DevOps, CI/CD and SDLC governance
  • Jira, Confluence, Asana, Monday and Microsoft Project

Governance & compliance6

  • BSP regulatory reporting
  • SOX, AMLC and PCI-DSS controls
  • GDPR and CCPA data privacy
  • HIPAA
  • IT service management (ITSM)
  • Risk management

Industries12

  • Manufacturing
  • Food processing and restaurants
  • Retail and distribution
  • Construction
  • Property management
  • Hospitality
  • Banking, lending and pawnshops
  • Insurance and payments
  • Audit and accounting firms
  • Utilities and government
  • BPO
  • Automotive dealerships

Technical5

  • Python, C#, C++ and SQL
  • AWS, Azure and Google Cloud
  • Power BI, Tableau and Crystal
  • Hadoop
  • AI and machine learning

Leadership & languages4

  • Built and mentored consulting and engineering teams
  • C-suite advisory (CEO, CFO, CIO)
  • Liaison between finance, supply chain and IT
  • English and Filipino

Certifications and education12

  • Accredited Project Manager (IO4PM, 2026)
  • Accredited Scrum Master (International Scrum Institute, 2026)
  • Six Sigma Green Belt (International Six Sigma Institute, 2026)
  • Agile Project Management Practitioner (HP LIFE, 2026)
  • AI for Business Professionals (HP LIFE)
  • Data Science & Analytics (HP LIFE)
  • Introduction to Cybersecurity Awareness (HP LIFE)
  • Strategic Planning (HP LIFE)
  • Effective Leadership (HP LIFE)
  • Customer Experience for Business Success (HP LIFE)
  • BS Computer Science
  • BS Business Administration

Selected projects.

32 implementations, migrations and builds Neil has delivered, end to end. Client names stay private.

Odoo5

  • Migration from Acumatica to Odoo for a large property management company
  • Odoo for a high-growth property management company
  • Odoo for a growing retail and distribution company
  • Odoo for a hospitality company
  • End-to-end Odoo implementation as CTO

Acumatica13

  • Food processing company
  • Chocolate manufacturer and distributor
  • Restaurant group
  • Large fishery farm
  • Local water district
  • Government financial and lending institution
  • Construction company, integrated with Microsoft Project
  • Pawnshop and financing operations
  • Multi-branch hardware and lumber distributor
  • CCTV retail and distribution company
  • Aluminium fabrication company
  • Manufacturing and distribution company
  • NetSuite-to-Acumatica migrations for a construction company and an international client

SAP, Oracle & NetSuite8

  • Oracle Fusion for an audit and accounting firm
  • Oracle Fusion with Aloha POS for a multi-branch restaurant group
  • Oracle NetSuite for an auditing firm
  • NetSuite with Salesforce for a mid-market retailer
  • SAP Business One for a food retail and distribution company
  • SAP Business One with payroll for a BPO
  • SAP ECC for a plastic packaging manufacturer
  • SAP S/4HANA with Dynamics 365 dealer management and Salesforce

Built from scratch6

  • Point-of-sale (POS) system, developed and rolled out
  • HR and payroll system with automated pay rules
  • Core banking and lending platform
  • Flight monitoring system
  • Enterprise data centre: design, hardware and build
  • VersaPay payments integration

Work with Neil and the team.

Book a discovery call. We look at how your company invoices, files and closes the month today, and what to set up first in Odoo.

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