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About Us

We work as a lean, experienced team with battle-tested subject matter experts. We've played pivotal advisory roles on large implementations and will help protect your investment in Microsoft Dynamics.


Core Team


Yogesh Kasat

Founding Partner / Principal

Yogesh has the rare distinction of being named a Fasttrack Recognized Solution Architect by Microsoft

Yogesh has led more than 20 full-cycle ERP implementations and upgrade projects, working closely with several CFOs to design solutions for better visibility into inventory levels, costs, and aging, as well as improving collections processes and reducing open accounts receivables. His experience with company splits and mergers enables him to design straightforward solutions with better support for shared services, budget planning, and financial reporting. Yogesh has also authored books on Implementing Dynamics 365 for Finance and Operations. In his spare time, he loves exploring mountain biking trails and supporting nonprofit organizations to lead better lives through clean water projects and access to quality education.

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Jason Weidenbenner


Over 15 years of experience leading and producing innovative Business Intelligence and Data Analytics solutions for firms ranging in size from Fortune 500 to small business, with a particular focus on the Microsoft Business Intelligence stack (PowerBI, SSAS, SSIS, SSRS) and Microsoft Dynamics. Also deep experience with tools that represent the broader BI vendor landscape, like Tableau and MicroStrategy.
Focused on providing best-in-class and actionable analytical capabilities for sales, finance, supply chain, marketing, HR, and customer management, while integrating well with ERP business applications. Based in Southern California.


Saket Shah


Saket Brings over 12 years of experience in Information technology which includes over 5 years of Microsoft Dynamics AX and over 10 years of Microsoft technology stack experience. He is Microsoft certified Technical consultant for Microsoft Dynamics AX 2012, .Net and SQL Server. He was Technical Architect for many global Microsoft Dynamics AX and .Net implementation. His responsibility includes Technical Architecture, Integration, Data Migration, EDI, Solution Design and Development, Performance optimization, System Administration of Dynamics AX.
He has also worked extensively on various Microsoft Dynamics AX Modules like Accounts Payable, Accounts Receivable, Inventory, Product Information Management, General Ledger, Project Accounting and HR. He has worked with organization like Living Spaces, Zones Inc, Harris Corporation, Maritz, OneWest Bank (Formerly IndyMac Bank), J P Morgan Chase. He holds a Master degree in Computer Software from Birla Institute of Technology and Science(BITS), Pilani in India and is based out of Southern California.

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Rahul Mohta


Rahul brings 16 years of expertise in ERP consulting, implementation and pre-sales focusing on Microsoft Dynamics 365 for Operations (AX). He has diverse and rich experience working with customers and partners globally, enabling them to realize the full value of their future Dynamics platform. He strives to work as a trusted advisor, playing diverse roles, all while working extensively in both the functional and technical domains within full lifecycle implementations.
Rahul's experience spans across multiple geographies (viz. Americas, Europe, Asia, India) and multiple domains (viz. Financials, Supply Chain, Distribution, Manufacturing, Warehousing, Retail, Professional Services and more). Rahul is also a worldwide trainer for Dynamics 365 for Operations and worked at Microsoft for more than 8 years. He is currently based from India.


Sandeep Shukla


Sandeep brings over 14 years of consulting experience working on ERP systems and implementations. He has helped direct and manage successful implementations of Microsoft Dynamics AX\365 for multiple customers and has experience working in multiple domains including Multi-Channel Retail, Supply Chain, Distribution, Manufacturing and Warehousing.

During this time, he has played key roles including Project Manager, Solution\Technical Architect, Technical Lead and Developer, all of which allow him to be well versed in requirement gathering, integration to 3rd party applications, creating detailed functional and technical design documents, data migration, software development, go-live planning\execution, post go-live support and end user training.

He holds bachelor’s degree in Computer Science and is based out of San Antonio, Texas.