Vertex Advisors, LLC


Our Mission: Building Resilient Futures

Vertex Advisors LLC is a Veteran-Owned Small Business (VOSB) founded in 2021 and headquartered in Austin, Texas. We specialize in transforming supply chain operations and enterprise systems to deliver resilience, efficiency, and long-term growth. With a disciplined, mission-focused approach rooted in our veteran leadership, we empower organizations across federal, state, local, education (SLED), healthcare, and commercial sectors to navigate disruption and thrive in a digital world.


Our core expertise lies in supply chain risk management (SCRM), ERP modernization, and digital transformation. We bridge strategic vision with tactical execution, helping clients modernize legacy systems while integrating innovative technologies like AI/ML-driven analytics and digital twins. As a vendor-neutral advisor, we prioritize your goals—ensuring unbiased recommendations that drive measurable outcomes, such as multimillion-dollar cost savings and up to 45% reduced implementation risks.


Our Values and Approach

At Vertex, we embody clarity, collaboration, and disciplined innovation. Our veteran-led culture emphasizes accountability, data-driven insights, and alignment with client missions. We address complex challenges with tailored solutions, from predictive supplier risk mapping to Ph.D.-level change management, ensuring seamless adoption and sustainable results.


Key services include:

  •  Supply Chain Resilience & SCRM: Predictive analytics, disruption-resilient architecture, and compliance frameworks for robust operations.

  • ERP Strategy & Modernization: Vendor-neutral evaluation and optimization for platforms like PeopleSoft, SAP, Oracle, and Workday using our VSelect™ methodology.

  • Digital Transformation & Data Integration: AI/ML-enabled governance, digital twin modeling, and autonomous planning for enhanced decision-making.

  • Organizational Change & Human Capital Alignment: Stakeholder engagement, value stream mapping, and adoption strategies to minimize resistance.

  • Program Management & Governance: PMO setup, KPI reporting, cloud migrations, and risk mitigation.


We do not sell or implement ERP systems (except for providing project management for any ERP and specialized support for PeopleSoft HCM/FSCM), maintaining our focus on objective advisory.


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Why Choose Vertex?

  • Vendor-Neutral Expertise: Proven track record in ERP for large organizations (750+ employees), minimizing risks through structured processes.

  • Supply Chain Excellence: Proprietary tools like Disruption Resilient Supply Chain Architecture™ deliver efficiencies and continuity.

  • Public Sector Focus: Trusted by entities like MIT Lincoln Laboratory (FFRDC) and the Architect of the Capitol, with deep regulatory knowledge.

  • Diversity and Partnerships: Joint Venture with Precision Management Solutions (PMS)—a certified MBE/WBE/DBE/SBE—enhances IT/HCM capabilities while meeting diversity goals.

  • Proven Results: Projects yielding 600+ process improvements, 42% risk reductions, and accurate forecasting across industries.


Our Leadership Team

Our team combines technical prowess, industry experience, and visionary leadership:


  • Carl Ralph – Managing Director: MIT-trained veteran with 20+ years in supply chain and ERP transformations across federal, healthcare, and commercial sectors.

  • Dr. Farid Harche – Senior Principal, Supply Chain Transformation: Ph.D. in Operations Research; 25+ years delivering $300M+ efficiencies through AI/ML optimization.

  • Dr. Yulin Kriz – Senior Principal, ERP & Technical Solutions: 27+ years in ERP leadership; specialist in PeopleSoft, Oracle, and Workday; PMP certified.

  • Cynthia Casemyr – Director, IT Solutions Delivery: MBA-trained expert in IT modernization and stakeholder engagement, with multimillion-dollar savings achievements.

  • Dr. Jimmy Brown – Senior Consulting Executive, Change Management: Ph.D. in Organizational Development; national expert in adoption strategies and executive coaching.

  • Gary Humphrey – Principal, Strategic Growth: 30+ years in ERP/HCM sales and account management, driving growth across diverse industries.




Certifications & Registrations

  • Veteran-Owned Small Business (VOSB)
  • Minority Partner: Precision Management Solutions (MBE/WBE/DBE/SBE via MDOT & NMSDC)
  • NAICS Codes: 541611, 541614, 541512, 541519, 541715, 541990
  • PSC Codes: R706, R499, R799, R425, R406
  • NIPG Codes: 91875, 91871, 91829, 96156, 95889




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