SUMMARY

• 11 years of administration and management experience.
• Business applications of technology, business process analysis & re - engineering.
• Results-oriented, solution based and strategic in nature.
• Strong leadership competencies, senior project management skills, TEMPeffective team-builder, competent and adept at interfacing across business verticals and all levels of management.
• 10 years Microsoft Dynamics CRM functional & technical experience.
• 13 years Microsoft Dynamics Great Plains functional & technical experience.
• 12 years SQL experience, reports and queries, managing SQL environments, architectures and DBA work. Proficient at fostering long-term relationships through solution-based and consultative techniques; excellent understanding of consulting processes, standards, and procedures.
• Ability to transfer noledge TEMPeffectively, absorb new material quickly and provide expertise as needed.
• Strong relationship management skills (external & internal); service minded, meticulous and detail oriented. Priority oriented, fastidious with time management, organization, and follow through.
• Polished communicator, excellent presentation, facilitation, and training skills.
• Network administration, protocols, and technologies literate.

AREAS OF EXPERTISE

• Business Intelligence
• Software/App Development
• EDI Implementations (multiple)
• VMWare Admin & Deployment
• Telecom & VoIP
• Microsoft Exchange
• Vendor & Package Selection
• Network Mgt. & Administration
• Financial Planning and Analysis
• Client/Server Technologies
• Windows Servers, SharePoint
• Architecture & Planning

TECHNICAL SKILLS

ERP/CRM: Microsoft Dynamics Great Plains ERP (1 3+ yrs. experience building, implementing, deploying and managing), Microsoft Dynamics CRM (10+ yrs. implementing, deploying and managing); Crystal Reports, FRx; implementation of multiple EDI solutions; ACT, QuickBooks, Timeslips, Peachtree, Abacus, Amicus, LOMS OS/NOS/SMS/Office Highly proficient with MS Office suite, all Windows Desktop and Server OS versions, SharePoint, Terminal Services implementations, Active Directory, Exchange Server management, Email & Messaging Clients; VMWare ESX implementation and management.

DB/Design/ETL: Good SQL noledge and application of SQL tools and modeling to real world business processes; highly proficient with SQL Reporting tools, Crystal Reports and other Reporting/ETL tools and apps. MS Project, Excel, Access, Visio; FileMaker, Symantec, Photoshop. Familiarity with and have managed projects implementing .NET, C++, Visual Studio, HTML, Lotus, Java.

Hardware: Wide variety of networking and telecom implementations, configurations, and management (routers, switches, hubs, wireless, firewalls, VPN, VoIP, associated wiring, etc.; PC/Server build-literate.

PROFESSIONAL EXPERIENCE

Confidential, Orange County, CA

Responsibilities:

• Microsoft Dynamics CRM and MS Dynamics Great Plains work; also provided other business consulting services.
• Additional contract work with small to medium sized businesses running Microsoft Dynamics CRM and/or Microsoft Dynamics Great Plains. Additionally Microsoft Dynamics CRM implementations.

Microsoft Dynamics CRM Consu lt ant

Responsibilities:

• Implemented Microsoft Dynamics CRM platforms for legal firms of 1,000+ lawyers and associates; including customized solution offerings, 3 rd party integrations and existing Confidential proprietary legal data repositories.
• Managed all aspects of requirements gathering and requirements and technical documentation.
• Managed additional aspects of the project lifecycle, including implementations and heavy training.
• Created Dynamics CRM custom entities, workflows, code and integrations

Management Consu lt ant

Responsibilities:

• Microsoft Dynamics Great Plains and Microsoft Dynamics CRM contracting and business consulting services.
• Serviced several companies using Microsoft Dynamics Great Plains ERP and Microsoft Dynamics CRM.
• Microsoft Dynamics CRM form/entity creation & modifications, server-side coding, workflow implementations as needed by the client.
• Microsoft SQL work, architecture and infrastructure consulting; SQL development work as needed to support ERP/CRM environments.
• Performed ERP system modifications, customizations and troubleshooting as needed.

Confidential, Huntington Beach, CA

Director of IT / Vice President of Technology

Responsibilities:

• As a team of four upper management, ran a company of 35-40 employees. Complete responsibility of all technology, system and infrastructure initiatives. Conducted P&L, budgeting, staff hiring, HR, annual audits, and much more. Involved in virtually all key business decisions including overall company direction.
• Over the course of my tenure, my team and me created and implemented a completely new IT vision. New and improved business processes, applications, systems and infrastructure were put in place. Revenues more than tripled as a result and core business objectives were consistently met. Implemented data controls and integrity processes. Conducted IT and Accounting audits yearly
• Managed 14 physical servers. Migrated infrastructure in 2010 to VMWare. Currently over 26 VMs are in operation. Also migrated all users to Virtual Desktops environment within 6 months of going to VMWare.
• Implemented, developed, and maintained all systems and applications, including Microsoft Dynamics CRM and MS Dynamics Great Plains, as well as over 15 SQL databases.
• Administered full Exchange platform with extensive use of Public Folders. SSRS and Crystal Reports as well.
• Implemented and maintained all add-on's, customizations and 3 rd party apps used with both MS Dynamics GP and MS Dynamics CRM.
• Developed, implemented, upgraded and maintained sophisticated ecommerce platform of over 1.2 million SKU’s. Implemented and built out direct integration between ecommerce platform and MS Dynamics GP ERP and MS Dynamics CRM, facilitating end-to-end non-touch transaction flow, fulfillment, customer service management, invoicing, etc.
• Relocated company of 35-40 employees, from CA to NV. New building acquisition and buildout, new staff hiring, relocation of existing staff. Infrastructure relocation and migration into SWITCH data center while maintaining complete business and operational continuity.
• Implemented redundant geographically diverse Disaster Recovery Plan.

Director of IT

Responsibilities:

• Conducted analysis, visioning and strategy definition of core business systems and processes; agreed to sign on as Director of IT during analyses and initial implementation period.
• Directed the restructure and return-to-profitability of the IT department by relocating, hiring, and centralizing a staff of five, writing detailed job descriptions, and implementing new Tech. Support plans and infrastructure.
• Created a Project Office to control, track, report on and justify (ROI, Cost/Benefit, ROI) projects
• Replaced vendors, consultants and external resources; renegotiated contracts and leasehold agreements.
• Eliminated redundant operations and instituted company-wide policies and procedures, enforcing accountability through formal communication and regular IT meetings with business managers and executives.
• Created a solid information systems vision, strategy and implementation road map by conducting company­wide analysis of business processes and applications (Fin/Acc, HR, Sales, Ops, Field Services, IT), systems architecture and communications infrastructure, overcoming powerful organizational resistance.
• Implemented initial stages of vision including the analysis and reengineering of business processes to better support core business objectives. Consolidated management reports and metrics. Conducted product analysis and package selection.
• Built out a more serviceable, available, cost TEMPeffective, and secure networking infrastructure.

Consulting Manager / Project Manager

Responsibilities:

• Managed a group of 5 IT Consultants; interviewing and hiring staff, mentoring and professional development, performance appraisals, and supervised placement onto projects and initiatives.
• Directed business development and managed client relationships for several accounts. Identified business opportunities and formulated business use cases. Created and presented RFP’s, SOW’s, Engagement Letters, cost and staffing estimates and project plans. Reported regularly to management on project status and issues.
• Developed and implemented standardized project deliverables (technical documentation, project webs, T&E submission & tracking, and noledge management),
• Demonstrated capability of building functional teams to a growth model of Professional Services/Consulting.
• Managed several internal projects supporting various business units and departments.
• Carried out project-related administration, coordination, oversight and control. Requirements gathering, end- user interviews, led product analysis and selection. Created staffing plans, generated and enforced budgets, presented status reports and updates to senior client management.
• Worked directly with clients to identify business needs and opportunities and propose technology solutions.

Confidential, Phoenix, az

Business Systems Analyst / Financial Systems Analyst / Project Manager

Responsibilities:

• Led local and global teams in planning, developing, and implementing Confidential, Finance projects; including system migrations, process reengineering, infrastructure outsourcing, distributed systems development, process automation, integrations and, new product development (Amex Blue Card).
• Managed a global project team in the conception, development, and implementation of a globally distributed, interdependent PSA (Professional Services Automation) tools for AMEX in-house consulting group (SES). Tools suite included Project Tracking & Reporting, T&E Capture & Reporting, Knowledge Management, Project & Services Methodologies, Continuous Process Improvement, Discussion databases, and Administrative Information tools; implemented tools suite throughout SES (Canada, India, UK, and 4 US locations).
• Acted as a strategic and conceptual driver for projects, participating in all aspects of the project life cycle including planning, requirements gathering, analysis, design, implementation, post implementation, budget analysis, on-site support, and end-user training.
• Designed, improved, and ensured the TEMPeffectiveness of financial controls and integrity of data across systems.
• Participated in and facilitated sessions for development of financial and strategic systems.
• Created technical documentation and diagrams of system architectures, data & process flow, and workflows.

Confidential, Phoenix, AZ

Office & Systems Manager

Responsibilities:

• Managed consultants, service providers, vendors, systems support, maintenance and development, and network/communications infrastructure for a small 1 5-employee law practice.
• Directed installations, updates, and new development of systems, applications, and processes in HR, accounting, T&E, billing, collections, email and messaging, intranet, LAN, and other custom legal applications.
• Developed and implemented processes and procedures dat increased information availability, system and application usability and automated solutions.
• Administrated 50-user Novell NetWare network.
• Deep Project Management experience at SMB and Enterprise levels. Have created and managed PMO's (Project Management Offices). Utilized a variety of different PM tools and able to get up to speed quickly on the ones me have not used. Good understanding of methodologies-Method/1 (Arthur Andersen); AEPM ( Confidential ); Rational Rose process-interdependent tools and methodology supporting any code-based development using uML standards).
• Experience in managing multiple teams in multiple regions and time zones including Offshore Delivery Models (Rapid Development Lifecycle/Time-to-Market methodology leveraging multiple delivery centers in different time zones).
• Extensive Ecommerce experience (managed over 1.2M skus), package selection, ecommerce integrations to ERP/CRM, db architecture (SQL), front end and back end management.
• Excellent understanding of corporate policies and procedures, working in highly matrixed environments.
• Extensive experience with culture change.
• Extremely comfortable at any level of BPM/BPR. High proficiency and experience in alignment of business practices with technology.
• Excellent interpersonal, leadership and team building skills, able to motivate without the use of authority.
• Exceptional analytical and problem solving skills; ‘ruthless' prioritization, ability to manage heavy workloads without direct supervision; highly solution-oriented.
• Good noledge of accounting and financial principals and financial and data control concepts & practices.
• Fluent in Spanish (speak fluently; read/write with high proficiency)