Supply Chain Management Expert Witnesses: 5

Jo-Anne Daniels has been a International Trade and Transportation Industry consultant for over 25 years. She is the principal and founder of Trade Resources & Associates, a consulting firm that specializes in cross-border transactions, trade compliance, and transportation management.

Ms. Daniels has been a Licensed Customs Broker since 1987 and has experience leading global trade compliance and transportation for multinational corporations, such as, Micron Technology, Aviza, Inc., Flextronics (formerly Solectron), and Applied Materials. She is a frequent invited speaker for trade associations and logistics organizations. Ms. Daniels authored several industry publications and is the past President of the Professional Association of Exporters and Importers.

Litigation Support - Ms. Daniels is an experienced expert witness and has provided expert witness litigation services to both corporations and individuals. She is qualified to provide independent expert opinions, expert reports and declarations, and expert witness testimony at deposition in the matters of International Trade, U.S. Customs laws, U.S. Export Administration, and International Traffic in Arms Regulation and practice.

Areas of Expertise:

View Trade Resources & Associates' 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.

Jacob Sharony, PhD, MBA, is a wireless expert witness in Wi-Fi / 802.11, 5G, LTE, Bluetooth / BLE, and RFID / NFC / RTLS patent disputes. He has served in nearly 60 engagements, including 37 PTAB IPRs, 18 depositions, E.D. Tex. jury trial, ITC 337-TA-1278, UNCITRAL arbitrations, and UK High Court SEP work, for both petitioners/patent owners and plaintiffs/defendants.

35+ years in wireless (Motorola/Symbol, Powerwave, SUNY CEWIT; earlier BAE, NEC, IBM Research). 50+ U.S. patents. Columbia Ph.D. and adjunct professor. Life Senior Member, IEEE.

Litigation Support - infringement and validity, IPR/PTAB declarations, SEP/FRAND technical analysis, expert reports, deposition and trial testimony.

Areas of Expertise:

Wi-Fi 4/5/6/6E/7 (802.11), 5G NR, LTE/3GPP, Bluetooth/BLE beacons, RFID/NFC/RTLS, UWB, MIMO/OFDMA/mmWave, IoT/M2M, SEP/FRAND.

View Dr. Sharony's 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.)

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.