Manufacturing Expert Witnesses: 7

Rosemary Coates, President of Blue Silk Consulting, is a seasoned executive with an MBA and 35+ years of experience in Chinese Sourcing and Manufacturing, Global Supply Chain Management, Procurement, Manufacturing, Importing/Exporting, and ERP Systems Consulting.

Prior to BSC, Ms. Coates was a Senior Director at SAP, the Supply Chain Practice Leader at KPMG Peat Marwick and at Answerthink, and a Regional Manager at Hewlett-Packard. Ms. Coates has consulted with global and domestic clients, VCs, and PE firms on operations systems and processes. She has considerable international experience and has worked for extended periods in Asia and Europe.

Ms. Coates' experience spans a broad range of industries including High Technology, Software, Chemicals, Health Care, Consumer Products, Industrial Products, Food Distribution, Transportation, Publishing, Retail, and Oil and Gas. She has extensive knowledge and experience in manufacturing and outsourcing in Asia, Europe, and the US. She has written five Amazon.com books including Best Seller, 42 Rules for Sourcing and Manufacturing in China, and Legal Blacksmith: How to Avoid and Defend Supply Chain Disputes, and  42 Rules for Superior Field Service, and Negotiation Blueprint for Buyers, and The Reshoring Guidebook 

Ms. Coates is also the Executive Director of the Reshoring Institute and a member of the Board of Directors at the University of San Diego Supply Chain Management Institute. She teaches Global Supply Chain Strategy at UC Berkeley. She is a Licensed U.S. Customs Broker. She earned a BS in Business at Arizona State University and an MBA at the University of San Diego. She resides in Silicon Valley. 

Rosemary Coates: Supply Chain Management Overview

Litigation Support - As an Expert Witness, Ms. Coates has assisted attorneys in their understanding of relevant Supply Chain Operations and Practices in sourcing, logistics, distribution, manufacturing, inventory, and Chinese Imports. She has worked on legal cases for the past 10 years, writing reports, giving depositions, and testifying at trial.

Case Opinions:

• Chinese Products
• Import / Export Management
• Counterfeit Imports
• Project Management for Enterprise Software
• ERP Software Consulting Implementation Failures and Runaway Projects
• China Sourcing and Manufacturing
• Securities
• Sales Channel Distribution and Compensation
• Supply Contracts
• Inventory Tax
• Global Manufacturing Operations, Contract Manufacturing, CMS, EMS
• Transportation and logistics, 3PLs and Freight Forwarders, Freight Shipping

Areas of Expertise:

View Rosemary Coates' Consulting Profile.

Randy Phares is an expert in Packaging, specializing in Corrugated, Crating, Baling, Shipping, Warehousing, Manufacturing Safety and Load Securement. He has over 30 years of progressive leadership experience in Packaging, Procurement, Shipping, Lean Manufacturing, Quality, Safety, Productivity, and Business Improvement.

Since he began his career in 1990, Mr. Phares has held almost every job in packaging operations. These include manufacturing, distribution, sales, design, safety, transportation, and running entire multinational business units for a Fortune 1000 Corporation. He has worked on projects in Asia, Jamaica, Afghanistan, Latin America, Eastern and Western Europe, USA, and Canada.

Mr. Phares has run packaging testing labs, design centers managed fleets of trucks, manufacturing machinery, and managed world class packaging manufacturing operations. He is a published international author, and speaker who was the President of the South Texas Manufacturers Association. He is a Packaging and Procurement Subject Matter Expert since 2019 saving over $10 million for SGS-Maine Pointe the #1 Supply Chain Consulting Firm according to Consulting.us and one of America’s Best Management Consulting Firms of 2022 according for Forbes Magazine.

Honors and Awards - Best Achievement of Organizational Business Improvement in Manufacturing Award presented by the Global Six-Sigma and Business Improvement Awards for an extensive plant turnaround for Temple-Inland (now International Paper). Best Performing Plant Award for 4 consecutive years out of 26 plants for Gaylord Container (now International Paper).

Litigation Support - Randy Phares is a leading Packaging and Load Securement Subject Matter Expert relied upon for his experience, knowledge, and in-depth understanding of packaging, logistics, manufacturing, distribution, freight, and intellectual property. He performs forensic analysis and testing of packaging failures, loading, unloading and distribution failures that caused damage or injury. His services include thorough reporting, depositions, consulting, and trial testimony as needed.  

Cases involve crated, palletized, banded or boxed products, or boxed products loaded in railcars, trucks, vans or parcel trucks, warehoused, transported (loaded, or unloaded), or injury using a pallet jack, forklift, or by hand.

 Areas of Expertise: 

View Randy Phares' Consulting Profile.

Khalid Sorensen, PhD, is a highly accomplished technology leader in Automation, Mechatronics, Motion Control, Manufacturing, Machine Vision, and Human-Machine Interaction. He has over 20 years of experience developing and deploying world-class mechatronic, motion control, and automation solutions.

Dr. Sorensen has directed the development and implementation of 100s of complex, multi-disciplinary mechatronic systems for high-profile industry leaders including Toyota, Ford, Alcoa, Caterpillar, Boeing, NuScale, and many others, and high-profile facilities including Fukushima and Chernobyl.

Litigation Support - Dr. Sorensen has testified in numerous Product Liability and IP disputes – both at the Federal and District court levels, as well as the ITC, USPTO, and US Customs and Border Protection.

Areas of Expertise:

Career Highlights:

• Founded a technology company where he invented and was the Chief Architect of Expertoperator^TM, Safemove^TM, Automove^TM, and Cranevision^TM – technology known within the primary metals, automotive, and heavy-equipment sectors for enhancing crane safety, productivity, and ease-of-use; Developed state-of-the-art, on-line, time-optimal trajectory synthesis software for Cartesian machines - key drivers in the acquisition of his company 5 years after inception by a global leader in automation.
• Served as CTO at PaR Systems, a world-class supplier of large-scale robotic automation, control, advanced manufacturing, and nuclear-handling solutions.
• Founded Finity Engineering, which provides design, analysis, consulting, and litigation support services in the areas of robotics, automation, and mechatronics.
• Adjunct Professor of Mechanical Engineering at Georgia Tech. Teaches various engineering topics including Dynamics, Controls, Vibrations, Mechatronics, the Design Process, Product Development, Engineering IP, Product Liability, and others.
• Invited talks at premiere institutions globally including MIT, Kumoh National Univ. of Tech, Korea Atomic Energy Research Inst., Hyung Hee Univ., Huazhong Univ. of Science & Tech.

View Finity Engineering's Business Consulting Profile.

Summary

Stephen (Steve) T. Hopper, P.E., is Founder and Principal of Inviscid Consulting. Over four decades serving the supply chain industry, Steve has helped his clients plan and streamline their warehousing, fulfillment, distribution, and logistics operations by driving down costs, boosting capacity, improving service levels, mitigating risk, implementing effective supply chain solutions, emphasizing safety, and enhancing the performance of their supply chain resources: people, processes, inventory, facilities, equipment, material handling and storage systems, automation, transportation assets, and supply chain information technology (IT). Steve has advised 200+ clients ranging from small businesses to Fortune 100 corporations. He has also served as an expert witness on dozens of cases involving supply chain operations in the US, Canada, and Australia and has advised private equity and venture capital investors.

Industry Experience

• 3PL / Outsourced warehousing, fulfillment, distribution, and logistics
• Apparel / Footwear
• Building materials
• Consumer goods
• Direct-to-consumer / Ecommerce / Catalog
• Food / Beverage / Grocery
• Furniture
• High-tech / Electronics
• Industrial / Automotive / Aerospace
• Mining / Drilling
• Pharmaceutical / Health and life sciences
• Rentals
• Retail
• Reverse logistics / Returns
• Wholesale / General distribution

Supply Chain Solutions Expertise

• Warehouse management systems (WMS)
• Warehouse control systems (WCS)
• Warehouse execution systems (WES)
• Slotting and order picking systems
• Transportation management systems (TMS)
• Labor management systems (LMS)
• Order management systems (OMS)
• Voice and automatic identification systems
• Equipment, automation, robotics, and software used for handling, packaging, storing, and transporting materials
• Logistics network design tools
• Other supply chain solutions, automation, equipment, and related tools

Education and Certifications

• Bachelor of Industrial Engineering (BIE), The Georgia Institute of Technology (Georgia Tech)
• Licensed, registered Professional Engineer (P.E.)

Leonard J. Backer has over 28 years of extensive and successful Seating, Tables and  Furniture Industry experience in all key areas. Mr. Backer has been directly involved in the design and development of 250+ seating and table collections. He specializes in Private Label Manufacturing, Sourcing, and Product Development expertise. Mr. Backer provides aggressive Expert Witness and Litigation Support services to attorneys, insurers and businesses for Plaintiff or Defense. He performs site inspections, detailed product reviews and incident analyses. He has worked with law firms and insurance companies to develop and coordinate strategies for various types of legal actions and lawsuits. Very strong hospitality background. Mr. Backer has extensive experience with hotel, restaurant, cruise ship, retail store and senior living incidents. Personal Injury and Product Liability Cases. He provides detailed analyses, written opinions, and expert witness reports for clients throughout the U.S. Strong proven deposition and court testimony. Areas of Expertise:

View Leonard Backer's Consulting Profile.

Panorama Consulting Group specializes in Enterprise Resource Planning (ERP) Systems and has multiple testifying experts for failed software litigation. This high-profile firm is called upon to investigate the feasibility of litigation, provide software expert witness testimony, and build background reporting for some of the industry’s highest-profile software lawsuits. They have worked with organizations ranging from multi-national conglomerates to boutique and large law firms, as well as state offices of the Attorney General.

As independent enterprise software experts, Panorama Consulting Group has hands-on experience with hundreds of software vendors. Their firm is not tied to a single law firm or software vendor, allowing them to focus on all types of clients and industries.

Litigation Support: The experts at Panorama Consulting Group work for both plaintiffs and defendants, software vendors and system integrators, and their customers. Their differentiator is using a team-based approach to provide expertise beyond just the testifying expert, which is cost-effective and efficient for their clients. They have multiple software expert witnesses available for provision of reports, depositions, and testimonies.

Allegations Addressed:

View Panorama Consulting Group's Consulting Profile.

Richard Fincher is a consulting and testifying expert witness with over 40 years of Engineering, Semiconductor Manufacturing, Software, Industrial Automation, and executive leadership experience. He provides expert witness and litigation consulting services in U.S. federal and state courts, international arbitration, the U.S. International Trade Commission, and international proceedings.

 Litigation Support - Mr. Fincher has prepared expert, rebuttal, and technical reports and has provided deposition and trial testimony. His engagements have included multi-billion-dollar semiconductor disputes, semiconductor equipment valuation, software copyright and source-code analysis, patent invalidity and non-infringement, automotive electronics failure analysis, industrial machinery disputes, immersive simulation systems, and manufacturing technology matters.

His technical work has included source-code review under stipulated protective orders, establishment of specialized PLC and electronics laboratories for independent testing, semiconductor manufacturing and equipment-market analysis, accelerated-life and specification testing, root-cause analysis, and evaluation of engineering, commercial, and industry-practice issues.

Areas of Expertise:

Background Experience - Mr. Fincher’s industry experience includes leadership roles as VP of Engineering, CTO, General Manager, and senior engineering manager in semiconductor, electronics, software, and manufacturing organizations. He has led engineering and technology operations across the U.S., Europe, China, India, and Australia.

He holds an MBA from SMU Cox School of Business, an MS in Computer Science from SMU Lyle School of Engineering, and a BS in Computer Science from the University of Texas at Dallas. He is a PMP – Project Management Professional and a Lean Six Sigma Master Black Belt.