Senior Business Solutions Consulting and Management
Helping companies, and individuals reach their full potential
SUMMARY
Accomplished Senior Business Solutions Consultant offering 15 years of professional experience, including over 10 years in leadership roles within high paced technical and business environments. Successfully developed, led and managed full-scale projects with $10 -$100 million budgets and teams, meeting all project expectations on time and within budget. Possess broad based business insight; a unique combination of analytical skills, technological insight, financial background and strong management/leadership capabilities.
Innate ability leveraging technology and automation to eliminate inefficiencies and optimize use of available data, allowing management to focus on larger, more complex issues. Able to translate business requirements into technical and functional specifications and financial assumptions. Successfully managed vendors, project teams and processes that led to high performing results in a collaborative effort to meet projects’ vision.Highly experienced in using Azure DeOps (formerly VSTS) to gather requirement, tracking progress of requirements, project planning and reporting. Also familiar with Jira, MS Project and other project management tools.
SKILLS
​• In-depth knowledge of Microsoft Dynamics 365 Applications Solution and Architecture
• Familiar with other CRM Solutions (Salesforce, ZoHo)
• Project Management (Agile/Waterfall)
o Visual Studios Team Server/DevOps
o Jira
• Systems Requirements Gathering, Solution Design, Planning, and Management
• Business Management, and Strategy
• Enterprise Analysis and Strategy
• Business Process Analysis and Documentation
• Requirements Elicitation and Documentation
• Communicating with stakeholders to ensure that proper design specifications are captured
• Quality Assurance Testing
• End User Training and Documentation
• Gap Fit Analysis
• Data Analysis and Data Mapping
MICROSOFT CERTIFIED
SOLUTIONS ASSOCIATE
• Managing Dynamics 365 CE Implementations
• Expertise in upgrading, configuring, and customizing Microsoft Dynamics 365 Technologies
• Designing and Implementing Microsoft Online Business Solutions
o CRM/Customer Engagement
o 3rd Party ISVs
• System User Administration
• System Administrator
• Technical Support and Pre Sales Engineer
MICROSOFT CERTIFIED
SOLUTIONS EXPERT
• Dynamics 365 Business Solutions Expert
• Dynamics CRM Sales Specialist Certificate
• Create a customer organizational structure
• Administer the Microsoft Dynamics 365 environment
• Integrate Microsoft Dynamics with other applications
• Manage Microsoft Outlook and mobile environments
• Configure and design architecture for Microsoft Dynamics 365 Customer Engagement
• Implement Microsoft Dynamics 365 entities, entity relationships, and fields
WORK HISTORY
Pre-Sales Advisor for Dynamics 365 Business Applications
Project Industries: Dynamics 365 CE, Sales and Marketing, Customer Service and Field Service, and Project Operations
Project Industries: SaaS Platforms, Custom Development, Sales and Marketing, Customer Service, and Field Service
• Managed every aspect of a product's development from conception to completion
• Managed every aspect of a product's development from conception to completion
• Tested samples and researched a sample product's effectiveness and impact
• Assessed and identified product opportunities to determine which are worth pursuing
• Polled customers to assess the product's needs and viability.
• Determined the right features for the product to ensure its effectiveness within the market
• Identified and defined the target customer's needs and used this information to develop relevant product features
• Oversaw product strategy development and defined the steps required to bring the product features to fruition
Tools; Jira, Share Point, Dynamics 365 Customer Engagement, Power Platform (e.g. Microsoft Flow, PowerApps,) MS Office Suite (e.g. Teams Outlook, Excel, Visio & Word, and Google Suite)
Senior Product Manager @ OwnBackup
Project Industries: SaaS Platforms, Custom Development, Sales and Marketing, Customer Service, and Field Service
• Managed every aspect of a product's development from conception to completion
• Worked with the scrum team on product development and enhancements.
• Tested samples and researched a sample product's effectiveness and impact
• Assessed and identified product opportunities to determine which are worth pursuing
• Polled customers to assess the product's needs and viability.
• Determined the right features for the product to ensure its effectiveness within the market
• Identified and defined the target customer's needs and used this information to develop relevant product features
• Oversaw product strategy development and defined the steps required to bring the product features to fruition
Tools; Jira, Share Point, Dynamics 365 Customer Engagement, Power Platform (e.g. Microsoft Flow, PowerApps,) MS Office Suite (e.g. Teams Outlook, Excel, Visio & Word, and Google Suite)
Dynamics 365 CE Solutions Architect @ Mazik Global
Project Industries: Health Care, Sales, and Marketing, Customer Service, and Field Service Role Dynamics 365 CE Solutions Architect
• Translated the company’s business requirements into well-architected solutions that demonstrate the Dynamics 365 Customer Engagement platform
• Developed custom solutions and interfaces using Microsoft’s Power Platform and Dynamics 365 applications
• Provided detailed time and resource estimates for SOW budgets and creations
• Defined product vision, road map, and growth opportunities as an implementation provider
• Kept well-documented requirements & changes gathered from clients on an ongoing basis
• Worked with the company’s key personnel to design and implement Microsoft Dynamics 365 solutions
• Documented requirements for configuring, testing, and launch of Dynamics 365 solutions
• Collaborated and communicate with multiple client teams and vendors as needed in the scope of the project
• Participated in talent and recruiting activities to help build and grow the implementation team
• Maintained Microsoft training and certifications on a regular basis and ensure the same for the implementation team
• Worked with sandbox and production environments to manage the distribution of system functional or process change
• Worked with Microsoft Power-BI for reporting, modifying pages, views, and dashboards
• Analyzed custom development in an organization and determine what can be removed, and or replaced using Power Platform to minimize customizations.
Tools: Azure DevOps, Jira, Share Point, Dynamics 365 Customer Engagement, Power Platform (e.g. Microsoft Flow, PowerApps, PowerBI) MS Office Suite (e.g. Teams Outlook, Excel, Visio & Word)
Dynamics 365 Product SME Consultant @ Silicon Valley Bank
Project Industries: Financial Services, Sales and Marketing, Customer Service
• Led scrum teams as the Product Owner
• Provided vision and direction to the Agile development team and stakeholders throughout the project and creating requirements
• Planned and prioritized product feature backlog and the development of Microsoft product(s)
• Defined product vision, road map, and growth opportunities
• Assessed value, developed use cases, and prioritized stories, epics, and themes to ensure work focuses to maximize the value that aligns with product strategy.
• Provided backlog management, iteration planning, and elaboration of user stories
• Worked closely with Product Management to create and maintain a product backlog according to business value or ROI
• Led the planning of product release plans and set expectations for the delivery of new functionalities
• Provided an active role in mitigating impediments impacting successful team completion of Release/Sprint Goals
• Researched and analyzed the market, users, and roadmap for the product
• Followed competitors and the industry standards
• Kept abreast with Agile/Scrum best practices and new trends
Tools: Azure DevOps, Jira, Share Point, Dynamics 365 Customer Engagement, Power Platform (e.g. Microsoft Flow, PowerApps, PowerBI) MS Office Suite (e.g. Teams Outlook, Excel, Visio & Word)
Senior Dynamics 365 Solutions Consultant @ Alfa People
Project Industries: Government, Financial Services, Sales and Marketing
• Senior Solutions Consultant Analyzedand Designed Microsoft Dynamics 365 On-Line Business Solutions
• Conducted business process analysis to create Fit/Gap documentation
• Conducted discovery sessions for current and future state design specification documentation
• Advised on complex D365 CRM business cases and propose comprehensive solutions based on D365, 3rd parties and customizations.
• Assisted sales and presales teams with preparing proposals; client presentations and supported the sales of professional services when necessary.
• Identified and architected proven solutions to meet business requirements with minimal to no custom development
• Responsible for client requirements elicitation, documentation, and backlog management
• Consulted and assisted clients with the development and execution of organizational change management, deployment, training, and cutover planning.
• Collaborated with developers and IT team to conduct QA testing to meet project timelines, incorporating an iterative development process that requires frequent testing based on the project schedule.
• Assisted with the management of end-user acceptance testing.
Tools: Visual Studio Team Server/Azure DevOps, Jira, Share Point, Dynamics 365CRM, Business Central, MS Office Suite (e.g. Outlook, Excel, Visio & Word) PowerPlatform (e.g. Microsoft Flow, PowerBI, PowerApps)
Senior Dynamics 365 CRM Solutions Consultant @ Power Objects
Project Industry: Financial Services, Government, Sales and Marketing, Law Firm
• Senior Consultant specializing in Microsoft Dynamics 365 On-Line Application Solutions
• Advised on complex Dynamics 365 CRM business cases and proposed comprehensive solutions based on D365 Business Applications, 3rd party apps, and customizations.
• Demonstrated Dynamics 365 solutions to clients for business need fulfillment.
• Responsible for planning, executing, and evaluating Dynamics CRM implementation projects according to predetermined timelines and budgets.
• Identified and architected solutions with D365 technology to satisfy business requirements
• Led discovery sessions for current and future state design specification documentation
• Responsible for client requirements elicitation, documentation, and backlog management
• Designed and implemented customization and configuration solutions in the following areas; sales, customer support, marketing, workflows, forms and views, entities and attributes, reports, system configuration
• Consulted and assisted clients with the development and execution of organizational change management, deployment, training and cutover planning
• Collaborated with developers and IT team to conduct QA testing to meet project timelines, incorporating an iterative development process that requires frequent testing based on project schedule.
• Responsible for the management of end user acceptance testing.
Tools: Visual Studio Team Server, Jira, Share Point, Dynamics 365CRM, MS Office Suite (e.g. Outlook, Excel, Visio & Word)
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Senior Dynamics 365CRM Solutions Consultant @ Neudesic
Project Industries: Semiconductor, Insurance, Metal Manufacturing, Health, and Human Services, Hotel & Casino
• Senior Consultant specializing in Microsoft Dynamics 365 On-Line solution
• Advised on complex Dynamics 365 CRM business cases and proposed comprehensive solutions based on Dynamics 365, 3rd party applications, and customizations.
• Demonstrated Dynamics 365 solutions to clients for business need fulfillment.
• Responsible for planning, executing, and evaluating Dynamics 365 CRM implementation projects according to predetermined timelines and budgets.
• Identified and architected solutions with Dynamics 365 technology to satisfy business requirements
• Led discovery sessions for current and future state design specification documentation
• Responsible for client requirements elicitation, documentation, and backlog management
• Designed and implemented customization and configuration solutions in the following areas; sales, customer support, marketing, workflows, forms and views, entities and attributes, reports, system configuration
• Consulted and assisted clients with the development and execution of organizational change management, deployment, training, and cutover planning
• Collaborated with developers and IT team to conduct QA testing to meet project timelines, incorporating an iterative development process that requires frequent testing based on the project schedule.
• Responsible for the management of end-user acceptance testing.
Tools: Visual Studio Team Server, Jira, Share Point, Microsoft CRM, and MS Office Suite (e.g. Outlook, Excel, Visio & Word)
Partner/Project Director @ Motley
Industries: Software and Management Consulting
• Planned, executed, and evaluated Dynamics CRM implementation projects according to predetermined timelines and budgets.
• Designed the architecture of Dynamics 365 technology and 3rd party solutions and provided documentation to clients and project teams.
• Advised on complex Dynamics 365 CRM business cases and propose comprehensive solutions based on D365, 3rd parties and customizations to our clients.
• Successfully tracked all project deliverables and changes using project management tools using different software applications and methodologies
• Developed and documented client business solutions to meet requirements using Dynamics 365 CRM technology and 3rd party solutions.
• Worked with clients on user story details and documentation, requirements, and backlog management
• Worked with clients to document data requirements in a data dictionary
• Worked with developers on code testing and proper functionality
• Assisted with data migration from different CRM environments to Dynamics CRM
• Designed and implemented customization and configuration solutions in the following areas; workflows, forms and views, entities and attributes, reports, system configuration
• Provided end-user training which included all account managers and marketing specialists in one location
• Provided remote post-production support
Tools: Visual Studio Team Server, Jira, Share Point, Dynamics 365CRM, MS Office Suite (e.g. Outlook, Excel, Visio & Word)
Project Director @ Citizens Programs
Industries: Non-Profit
• Responsible for identifying, budgeting, planning, executing, and evaluating CRM implementation projects to undertake yearly
• Researched solutions to satisfy business needs and prepared RFP
• Led a diverse team of direct reports, and vendors and managed the involvement of numerous stakeholders from various business units/functions ensuring projects were completed within the vision and committed delivery timeframe, defined scope, and budgets
• Responsible for requirements elicitation and documentation
• Worked with developers on code testing and proper functionality
• Responsible for the management of user acceptance testing including the creation of test cases and scripts
• Responsible for cutover details and communication
• Designed and implemented customization and configuration solutions in the following areas; workflows, forms and views, entities and attributes, reports
• Worked with developers on code testing and proper functionality
• Responsible for training documentation
• Assisted with documentation and understanding of CRM connectivity with 3rd party software
Tools: Microsoft Dynamics CRM, Microsoft Dynamics Great Plains, MS Office suite (e.g. Outlook, Excel, Visio & Word)
Billing Manager, Accounts Receivable Coordinator, and Payables Coordinator
Industries: Law Firm
I was promoted and transitioned through 3positions over 7 years. Initially hired as AR Coordinator, promoted to AP Coordinator, to Billing Coordinator, and then ultimately transitioned into my last held position as Billing Manager. During firms’ search for a new ERP system, I participated as a senior project member in the research, strategic planning, and implementation of a new ERP system, ensuring alignment with existing business processes and needs.
• Maintained awareness of new and emerging technologies and potential applications to engage clients.
• Managed relationships with client personnel that fostered client ties, communicate effectively with clients to identify needs, and evaluate alternative business solutions.
• Supervised 12 billing coordinators and was responsible for all billing issues including the implementation of electronic invoicing.
• Strategized and implemented new cost-effective billing procedures.
• Accurately forecasted revenue, profitability, margins, bill rates, and utilization.
Tools: Law Firm Time & Billing Software, Elite, MS Office suite (e.g. Outlook, Excel, Visio & Word)
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