SUMMARY:

An Articulate, goal oriented Dynamics 365 senior consultant with over 29 CRM implementations. Confidential has a proven track record implementing, upgrading, integrating, customizing and managing multiple Microsoft Dynamics CRM projects from 5 to 1600 users. He is certified in all three Microsoft CRM disciplines functional, technical and installation. Confidential has worked with executives, business partners and implementation teams in IT and the business community to insure projects are navigated to their successful completion. He has hands on implementations and upgrade expertise in Dynamics 365, CRM 2016, 2015, 2013 and 2011 both online and on premise.

EXPERTISE IN:

Dynamics 365, CRM 2016 2015, 2013, CRM 2011 online/on - premise and Multiple Upgrade engagements from CRM 2011 to Dynamics 365 online

COMPUTER SKILLS:

CRM Dynamics 365, 2016, 2015, 2013, 2011, 4.0, Siebel 7.7, 7.53, 7.04 and 6.x, PeopleSoft 7.0 and 6.1, Structured Query Language (SQL), Visual Basic 4.0 & 3.0, MS Access, Microfocus COBOL, FORTRAN, BASIC, Timberline, Microsoft Windows NT, Mail, Project, and Microsoft Office

EMPLOYMENT HISTORY:

Confidential

Lead Architect

Responsibilities:

• Meet with client to determine project scope and objectives
• Identified code that needs to be upgraded
• Created a plan for code libraries and screens that needed to be upgraded or redesigned
• Upgrade JavaScript code to v9 with other developers
• Removed code libraries that are no longer needed
• Redesigned new forms leveraging the new Sales Insights Forms
• Designed custom HTML and CSS forms for integration with other systems
• Utilized REST to integrated with Freight and Portal
• Tested the entire system
• Trained users on new forms
• Post production support

Confidential, Saint Louis

Lead Architect

Responsibilities:

• Met with bank’s stakeholders to assess needs and requirements
• Conducted an assessment of the project and presented findings and implementation plan to upper management and project team
• Created and presented implementation tasks, budget, and timeline to bank’s upper management and project team
• Coordinated project tasks with bank’s outreach department, upper management, and project team
• Architected all system features to meet bank’s requirements
• Conducted review sessions with project team and IT team to address all design aspects
• Created functional documents for project team and national IT
• Created technical documents for developers and national IT
• Configured CRM system to meet client requirements
• Wrote JavaScript code and created a number of workflow processes to meet specific requirements
• Worked with the developer to ensure they coded the desired functionality
• Tested all system features to ensure they meet business requirements
• Trained all users on CRM and provided post-implementation support

Confidential

Techno/Functional Lead

Responsibilities:

• Worked with business stakeholders to understand all their needs and requirements
• Documented all business requirements and reviewed them with the business stakeholders
• Conducted conference room pilots to validate business requirements
• Configured CRM system to meet requirements
• Created technical documents for developer
• Worked with the developer to insure they coded all the functionality needed
• Tested all system features to insure they meet business requirements
• Trained users and supported them during go live

Confidential

Hands on Configurator

Responsibilities:

• Upgrade code from CRM 2015 to CRM 2016 online
• Interviewed client and documented all requirements
• Converted primary form in the service module into 8 individual forms and added code to accommodate new business rules
• Conducted multiple demos to introduce new functionality to the team
• Created many views and dashboards
• Training client team on all new functionality

Confidential

Responsibilities:

• Interviewed primary client stakeholders, identified all requirements and documented previous system (SAP) shortcomings
• Primary liaison to client to conduct demos, refine business rules and coordinate integration between multiple teams
• Created all custom entities, fields, code to accommodate all requirements
• Identified all integration points to website and other 3rd party vendors that needed to be redesigned to accommodate the CRM 2016 online architecture and CRM best practices
• Modified HTML forms on website to accommodate CRM integration
• Created a Migration strategy and migrated all client data
• Used JavaScript to create new functionality and fetch XML to create custom reports,
• Oversaw integration with multiple system leveraging REST
• Migrated 16 profiles from exchange on premise to office 365 exchange online
• Trained all users on CRM and provided post implementation support

Confidential

Techno/Functional Lead

Responsibilities:

• Interviewed users to understand new business process and requirements
• Documented new business process and reviewed requirements with the users
• Created prototypes to insure users had an opportunity to see a working demo of new process
• Configured main screens, workflows and created JavaScript libraries to meet the new functionality
• Worked with developers to complete plug requirements
• Trained users on new system
• Provided post production support and new feature enhancement

Confidential

Lead Architect

Responsibilities:

• Served as overall project manager and architect
• Conducted all requirement gathering meetings
• Designed and created overall solution based on client requirements
• Conducted design review sessions with client
• Created/configured new entities following custom best practices
• Prepared and conducted training

Confidential

Techno/Functional and Lead Architect

Responsibilities:

• CRM Implementation Architect and Lead Business Analyst
• Lead a team of business analyst that gathered all business requirements from multiple business units in the US and the UK
• Setup multiple conference room pilot to create a proof of concept for a global sales process
• Worked with business stakeholders in the US and UK to streamline the sales business processes
• Worked with US and UK IT teams to insure all technical requirements were meet
• Worked with the client’s three internal architects to designed a global CRM system that meet the US and UK business and technical requirements
• Designed webservices to enable integration with the client’s global website as well as the US and UK fulfillment systems on the Azure cloud platform
• Designed a product integration system based on Scribe Insight Software
• Created custom webform using HTML and CSS to speed auto order entry
• Designed and developed multiple javascript customizations
• Lead the data migration team to migrate data from Siebel on premise(US) and CRM online (UK) into one global CRM 2016 online instance
• Lead a team of 12 configurators and developers that created and customized dozens of custom entities, plugins and javascript code to meet all business and technical requirements
• Worked with testing teams to insure all bugs are resolved in a timely manner
• Worked with training team to insure CRM users were provided with Microsoft best practices to complete all tasks

Confidential

Project Manager / Architect

Responsibilities:

• Interviewed client and documented all requirements
• Design all user forms and integration to accounting system
• Designed and oversaw the development of credit card transaction system
• Created many views and dashboards
• Trained all 80 users on CRM and functionality

Confidential

Techno/Functional and Hands on Architect

Responsibilities:

• CRM upgrade Architect, identified all custom code created over the previous 4 years that needed to be re-written in order to meet the CRM 2013 compliance requirements
• Identified all integration jobs that needed to be redesigned to accommodate the CRM 2013 architecture and CRM best practices
• Created a Migration strategy to upgrade the current CRM 2011 environment to CRM 2013
• Lead a team of 15 developers through 9 six week release cycles with over 500 new features and feature upgrades
• Created multiple new CRM features utilizing oData, jscript, SSIS, reports, workflow and out of box functionality
• Installed CRM 2013 on a set of dev, test and production servers
• Upgraded the current system to CRM 2013

Confidential

Tech Lead and configurator

Responsibilities:

• Conducted a full assessment of project and rescued project from previous team
• Interviewed client and documented all requirements
• Completed all remaining functionality required by client
• Completed multiple new features and customizations
• Setup a multi-region security system to insure each sales rep only sees their own data
• Trained users
• Updated code in CRM 2015 to insure it works in CRM 2016

Confidential

Project Architect and configurator

Responsibilities:

• Interviewed Sales Vice Presidents and their team managers and documented all current sales process and future needs
• Lead the team in redesigning the new sales process based on client needs and Dynamics CRM best practices
• Configured sales functionality based on the new sales process in Dynamics CRM Sales module to meet current and near term sales needs
• Developed new mapping functionality, integrating Bing maps for leads, contacts and accounts utilizing Agile implementation methodology
• Consolidated current client’s data from multiple sources and established CRM as the system of record for all client’s locations and contacts for the entire organization
• Leveraged multiple out of box features to create efficiencies in the system to assist in new sales process
• Created training and a system user guide for the sales team
• Trained all sales teams and management on the new system and provided post production support

Confidential

Project Architect and configurator

Responsibilities:

• Overall project architect. Designed a 500 user CRM 2011 XRM system that tracked thousands of homes through their lifecycle, from acquisition to construction, marketing, leasing and finally ongoing property management.
• Project Architect. Assembled a team of developers, integrators and system administrators that built and maintained all mission critical hardware and software systems around CRM 2011.
• Developed a new module in CRM for 270 users in the construction and marketing departments, utilizing XRM techniques and industry best practices to define and implement each group’s processes. Created powerful and user friendly screens and functionality that significantly improved day to day operations.
• Designed and oversaw all development work, integrating CRM with SharePoint, GP and an offline ZAP SQL database leveraging Scribe Insight and Scribe Replication Services respectively.
• Provisioned and managed 12 Windows servers at Rackspace to house a SharePoint server farm, GP and a ZAP BI database for CRM and GP.
• Worked with the ZAP BI team to set up servers, data replication rules, and collected business requirements to design and deliver upper management reports.
• Conducted user training to 500 users.
• Assisted a large number of users with CRM usability, ranging from solving complex business problems by adding new features to answering simple usability questions.

Confidential

Project Lead and Lead Architect

Responsibilities:

• Managed multiple teams of up to 20 resources
• Architected overall system design for large trucking companies, migrating data from Goldmine to CRM2011
• Designed and configured CRM2011 upgrade and migration strategy for a 500 user sales team at Volt Consulting
• Served as overall project lead and architect for the Worldwide Product Complaints System on CRM 2011 at Amgen
• At Amgen Confidential was part of a team of three architects that had the overall responsibility of designing a global CRM system for inquiries, medical information and product complaints based on CRM 2011
• Reviewed old and new system requirements, functionality and features
• Conducted review of all 300+ requirements, specifications and advised client on CRM best practices and how to leverage CRM xRM features
• Designed and created core system solution based on client requirements in CRM 2011
• Created/configured new entities and writing JScript code leveraging CRM best practices for tracking all product complaints, routing and completion
• Conducted many design review sessions, presentations and demos with client’s team members and executive teams
• Created technical documentation for Jscript and plug-in customizations

Confidential

Techno/Functional Lead

Responsibilities:

• Served as overall project manager and architect for the ten-member project team, following Agile best practices
• Conducted all meetings, created the project plan, and communicated key milestones to the client and team members, insuring that the project was completed per client’s specifications
• Reviewed old home grown system functionality and features
• Conducted all requirement gathering meetings
• Designed and created overall solution based on client requirements and our findings
• Created/configured new entities leveraging xRM best practices for inventory system, grant tracking and a host of new functionalities needed
• Conducted design review sessions with client’s team members and executive teams
• Prepared training material
• Trained all 70 Sales, Marketing and IT staff members over a weeklong session

Confidential

System Architect

Responsibilities:

• Conducted all requirement gathering meetings
• Met with all Vice Presidents and the CEO to document overall CRM goals
• Reviewed IT’s overall architecture road map
• Worked with multiple IT groups to coordinate future CRM design and integration with the data warehouse system
• Created overall CRM architecture and integration design
• Conducted multiple meetings to share CRM architecture as well as integration design with the data warehouse system
• Created overall project plan
• Served as overall project manager for the eight member project team, following Waterfall best practices
• Ran all meetings, created the project plan, and communicated key milestones to the client, insuring that the project was completed per client’s specifications Conducted all requirement gathering
• Designed and created overall solution based on client requirements, which consisted of over 200 new custom fields tracking doctor and patient information
• Created/Configured 12 new entities, all forms and related them to the doctor and patient entities
• Prepared the training material and trained all users on the process of adding all specific information on doctors, clients and the new sales process
• Created specs and designed a .NET search program that allowed the users to search any doctor who is located within a 10,50 or 100 mile radius from a clients CRM location
• Integrated the CRM system with an custom .NET program utilizing Scribe Insight
• Installed Microsoft Dynamics CRM
• Installed SQL server standard and configured the reporting server
• Added new to the contact and activities entities to reflect client specific fields
• Created many view to allow user to see exactly the information they wanted about doctors, patients and prospects
• Created custom SRS reports utilizing Visual Studio
• Setup security profiles and all users

Confidential

Senior Development Manager

Responsibilities:

• Oversaw multiple functional and technical teams
• Primary liaison between the business and IT
• Architected overall system for Accounting, Human Resources and Payroll
• Reviewed old and new business requirements, functionality and features the business needed
• Oversaw the entire implementation of multiple systems to support all aspects of the departments computer needs
• Conducted many design review sessions, presentations and demos with client’s team members and executive teams
• Worked with developers and consultants to insure all business needs were meet
• Put together teams of support resources to support new systems