SUMMARY:

• Worked as an Agile coach, SCRUM master, Project/Program Manager or Solution delivery manager at Companies such as SAP, Microsoft & Confidential covering clients in the Finance, Professional services and Government entities as well as customers in the Small to Midmarket segment. He has assumed lead roles in areas such as project/program management, CRM Solution architecture and technology enabled process improvements via Agile, SDLC, SCRUM, Microsoft’s Sure Step and Confidential ’s software implementation methodologies.
• Confidential has extensive CRM and ERP (Supply chain management, Warehouse management, Finance, HR and Project management) product implementation and organizational change management work experience. He has worked in numerous CRM and ERP projects on the following platforms - Microsoft Dynamics AX 4.0 and 2012 R3, Microsoft Dynamics CRM, Oracle - Siebel CRM and SAP’s Business ByDesign (ERP+CRM) as a project manager, product owner, business analyst & as a solution architect.

EXPERTISE AREAS:

• Enterprise digital transformation and achieving enterprise agility
• Business transformation to cloud
• Product Management
• Organizational change management
• Project/Program/Portfolio management
• Agile methodologies: SCRUM, Kanban, XP, LEAN, SAFE (Scaled agile framework)
• Value stream mapping

PROFESSIONAL EXPERIENCE:

Confidential, Milpitas, CA

Agile Coach, IT Director

Responsibilities:

• Led ERP discovery sessions with heads of business units, key stakeholders and implementation partner representatives for a solution based on Microsoft Dynamics AX 2012 R3.
• Managed several projects in the ERP (supply chain management and manufacturing) involving logistics and movement of goods in a value chain consisting of CISCO Corporation, Amazon (AWS), several component suppliers, manufacturers and Wintec Industries.
• Facilitated brainstorming sessions with the senior management in an effort to set the company CRM vision and establish a CRM strategy to align with business objectives and overall corporate strategy.
• Engaged multiple CRM vendors including Salesforce.com, Sugar CRM and CRM Dynamics to participate in the selection process leading to the selection of Confidential .
• Led the deployment of Microsoft CRM Dynamics Online spanning Marketing, Sales and service request management at Wintec Industries.

Confidential, Kirkland, WA

Product owner, Senior Consultant

Responsibilities:

• Facilitated the process design effort to align Microsoft Consulting Services with those of Confidential worldwide month end financial processes.
• Led program and project management, overall responsibility for change management, user training, UAT and communication across steering committee, stakeholders and worldwide subsidiaries as part of a multiyear effort to deploy Dynamics AX 2012 at Microsoft (Microsoft consulting services division).
• Program managed the ERP Implementation of Microsoft Dynamics AX for Microsoft Consulting Services. Project focused on “order to cash processes” that replaced several key incumbent and core applications which support the business across Engagement and Agreement Management, Resource Management, Financial Management and BI
• Involved in the “As is” process documentation and provided subject matter to support the world’s largest Dynamics AX 2012 R3 implementation at Microsoft.
• Deployed the process that includes Confidential ’ response to worldwide natural disasters (Cyclones, Typhoons, earthquakes etc.) using existing systems, resources and infrastructure.
• Implemented and facilitated change management plan to drive adoption of program objectives at Confidential Finance.
• As product owner, Led the successful deployment of a marketing and sales infrastructure (“Project Tiger” using SCRUM/agile methodology) that enables Demand Generation, Tele Assisted Triage, Relationship Management and Business Intelligence based on Microsoft Dynamics CRM deployed at multiple call centers worldwide in over 40 different languages.
• Partnered with the Microsoft OEM Business group to drive business value through business process reengineering and system enhancements.
• Project managed and drove delivery of projects based on MS Dynamics CRM through the following stages (Engage Define Design Develop Deploy Support).
• Lead projects from concept to completion that includes requirements gathering, functional analysis and spec review, development and testing, knowledge transfer and training, conduct User acceptance testing, deployment, service and support.
• Drove project planning, Project definition, Project portfolio management, Business case analysis, Project charter, facilitate and drive requirements gathering with business owners, compile and publish Business Requirements documents.
• Created and managed project schedules based on SDLC methodology to track and drive results.

Confidential, Bellevue, WA

Project Manager

Responsibilities:

• Led practice ramp up efforts to showcase project delivery competency in MS dynamics CRM and MS Dynamics AX (ERP) suite of products.
• As project manager and lead business analyst, led scoping, requirement gathering and project management at customers in the health care - clinical and diagnostics and retail sectors.
• Proposed solutions based on MS SharePoint at select customers to manage processes spanning CRM, service request management, document management, collaboration and workflow.
• Project managed implementation of Office Communication server ( Confidential ) at a mid-size specialty distributor of chemicals.

Confidential, Seattle, WA

Product Manager

Responsibilities:

• Project managed SAP “ Business ByDesign - SAAS ” deployments at (SMB) Small to Mid-size business customers.
• Facilitated the interaction between the SAP service center (responsible for data migration, customization including interfaces) and customers, executed preliminary data migration programs to detect early data quality issues.
• Worked with the SAP development teams to drive product enhancements of the Business ByDesign Software as a service ( SAAS ) product.
• Coached and trained other Business ByDesign consultants and assisted in practice ramp-up and hiring of talent.

Confidential, Redmond, WA

Program Manager

Responsibilities:

• As a project manager, led a team to develop and deploy “Security Software Advisor (SSA) ” - a web based application designed for Microsoft partners that sell security related products.
• Led the Analysis and Design effort in creating a Microsoft Office application enhancement titled “Customer Explorer” that is based on .Net and web services architecture resident within MS Office Outlook to allow Microsoft sales and service representatives execute select business processes.
• Led the implementation of version 1 and 2 of “Customer Explorer” - managed the project plan, resources and milestones, issue resolution across various teams including analysis, development, testing, user support and production support.
• Designed “proof of concept” versions of Customer Explorer to work within Outlook on mobile handheld devices Smartphone and Pocket PC operating systems
• Managed external vendor team to develop Customer explorer object model.

Confidential, Costa Mesa, CA

Siebel CRM Technology Consultant

Responsibilities:

• Worked with Client to establish a CRM vision and strategy.
• Led the team in gathering requirements for tax calculation and in the design of the Interface to a tax calculation engine.
• Identified the technological and implementation requirements and assisted in vendor selection for deploying Oracle - Siebel 7.5 Oil and Gas vertical (Sales, field service - order to remittance).
• Analyzed and mapped the business Process Flow for Invoicing and Order Management involving - order creation and workflow, interface to tax calculation engine, posting of revenue accruals and work in process transactions to the legacy financial system.
• Facilitated requirements gathering sessions for Oracle - Siebel Order processing and Oracle - Siebel Invoicing.
• Designed the interface between Oracle - Siebel (field service and work management) and an asset management system.
• Established the Project implementation plan utilizing Oracle - Siebel best practices methodology.

Confidential, Atlanta, GA

Senior Consultant

Responsibilities:

• Led pre-sales engagements at several companies in the healthcare and public sectors
• Scoped and analyzed multiple Oracle - Siebel Call Center and Sales force automation implementation opportunities:estimating resource requirements, responding to requests for proposals.
• Developed the overall high-level solutions and worked with the technology implementation teams to ensure the ‘to be built’ design supports the business needs.
• Performed Fit/Gap analysis between the business requirements and the CRM software functionality.
• Facilitated workshops with business users to gather specific business requirements and demonstrate the benefits of the proposed call center application.
• Analyzed call center “to be” processes and system integration needs.
• Led a team to a successful development of a customized sales force automation application .
• Aquired working knowledge of with Confidential methodology for rapid deployment of Oracle - Siebel CRM applications.