Our Story

It started with a simple belief: that expertise and authenticity belong together.

Karen Chang, CEO and Founder of Umbrella Consulting

Karen Chang

CEO & Founder

Founded on authenticity

A career in finance and technology, turned into a different kind of firm.

With over 25 years of experience, Karen began her career after earning a Bachelor of Arts in Sociology from the University of British Columbia. Her early accounting work at a small ERP consulting firm led her to pursue her CPA designation, blending her interests in finance and technology into a passion for helping companies optimize their ERP systems and streamline operations.

Recognizing a gap in authenticity and personalized service within the consulting industry, Karen founded Umbrella Consulting in 2019 with a clear mission: to build a company grounded in trust, collaboration, and delivery excellence. Under her leadership, the firm has grown rapidly, proving that expertise, authenticity, and customer value can truly coexist.

Our Vision

Simplifying systems, empowering growth.

Our mission is to develop meaningful partnerships and deliver best-in-class services and software solutions that empower our customers to use their business systems optimally and efficiently.

What Sets Us Apart

Here's how we're different

01

You get our best people, every time

From day one, every engagement involves the expertise of our diverse team. Functional and technical ERP consultants, with CPAs and PMP-certified project managers, and an in-house development team.

02

We excel in customer service

Clear communication from the start, careful documentation throughout, and a genuine dedication to keeping things on track. Our clients tell us they appreciate knowing what's happening and not having to worry about surprises.

03

Value without compromising quality

Our collaborative approach translates into direct savings for our customers. You'll also benefit from our team of senior consultants, including our CEO. Helping you get the most from your ERP investment.

The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team
The Umbrella Consulting team

Our Values

What we stand for

Relationships That Endure

Strong partnerships are built on trust, transparency, and long-term commitment. Our relationships extend far beyond any single transaction. We remain committed to our customers' success as their businesses evolve and grow.

Delivery Excellence

We hold ourselves to the highest standards in everything we do. We deliver exceptional customer experiences through industry best practices, accountability, and collaboration.

Better Together

Teamwork is at the heart of our success. We foster a supportive, flexible, and highly team-oriented culture where diverse talent come together to solve challenges and achieve shared goals.

A Culture of Respect

Respect, integrity, and empathy guide every interaction. We listen first, communicate openly, and approach every relationship with professionalism and a genuine commitment to understanding others.

Continuous Improvement

Curiosity, adaptability, and a passion for our work. Embracing feedback, new ideas, and evolving technologies, drives us to continually improve how we serve our customers and support our team.

Our Team

The people behind Umbrella

Meet our diverse, inclusive team of ERP experts with over 100+ years of combined experience. We work closely with our customers as a true extension of their team, delivering solutions built on collaboration, trust, and shared success.

We're excited to partner with you! Contact us to start the conversation.

Karen Chang, CPA, CEO & Founder

Karen Chang, CPA

CEO & Founder

Doug Bird, Development Lead

Doug Bird

Development Lead

Heather Pogor, Sales Manager

Heather Pogor

Sales Manager

Casey Callaghan, Syspro Team Lead

Casey Callaghan

Syspro Team Lead

Hayman Chang, Senior Consultant

Hayman Chang

Senior Consultant

Andrew Wells, Senior Consultant

Andrew Wells

Senior Consultant

Danielle Cheyne, Controller / Finance Consultant

Danielle Cheyne

Controller / Finance Consultant

Ericka Garza, Consultant

Ericka Garza

Consultant

Neetu Bhushan, Consultant / Project Manager

Neetu Bhushan

Consultant / Project Manager

Manuel Chu, Support Analyst

Manuel Chu

Support Analyst

Ori Shapiro, Systems Analyst

Ori Shapiro

Systems Analyst

Somi Nalamalpu, Systems Analyst

Somi Nalamalpu

Systems Analyst

Jason Fink, Senior Developer

Jason Fink

Senior Developer

Annie Chow, Consultant

Annie Chow

Consultant

Germaine Chang, Marketing Manager

Germaine Chang

Marketing Manager

Cassie Wells, Junior Support Analyst

Cassie Wells

Junior Support Analyst

Great Consultants. Great Outcomes. By Design.

Let's talk