QUALIFICATIONS

• 12 years of experience providing IT solutions focusing on CRM and ERP solutions
• 9 years experience leading project teams implementing IT solutions
• Provide thought leadership in the selection and implementation of various enterprise applications
• Currently implementing Dynamics CRM 4.0 solution to multiple clients
• Certified in all disciplines of Dynamics CRM version 4.0 and version 3.0
• Implemented over 30 Dynamics CRM solutions in a variety of service & manufacturing companies
• Understand capabilities as well as limitations of out-of-box applications and suggest configuration options
• Configure & customize Dynamics CRM to meet client requirements
• Exhibits exemplary verbal & written communications skills
• Design business processes and accompanying data flows between various enterprise applications
• Experience in delivering customized enterprise solutions on time and on budget
• Manages development efforts for both in-house and sub-contracted resources
• Experience in managing multiple, simultaneous client engagements
• Authors and delivers comprehensive end user training
• Contributes to the ongoing professional development of practice personnel

TECHNICAL BACKGROUND & TRAINING

Microsoft Certified Professional - CRM
Microsoft Certified - Dynamics CRM 4.0 Installation and Deployment
Microsoft Certified Dynamics CRM 4.0 Applications
Microsoft Certified Dynamics CRM 4.0 Customization and Configuration

MBS Certified Professional Dynamics CRM 3.0 Installation and Configuration
MBS Certified Professional Dynamics CRM 3.0 Applications
MBS Certified Professional Dynamics CRM 3.0 Customizations

EXPERIENCE

Principal & Senior Consultant
Confidential,Chicago, IL Jan. 2006 to Present
A boutique consulting group specializing in Microsoft Dynamics CRM, Dynamics GP, and SharePoint.

• Manage Dynamics CRM 4.0 implementations often integrated with backend ERP applications, company websites, and various legacy databases.
• Host sessions to define, create, and author business process documentation to improve overall efficiencies in various departments for each implementation.
• Perform and set up all Dynamics CRM 4.0 pre-sale proof of concept demonstrations that illustrate how the solution meets the prospect’s business requirements.
• Participate in requirements gathering, scoping, and proposal authoring during sales cycle
• Author content for company website, brochures, webinars and presentations
• Active in the community as well as IT Groups to network and promote awareness of firm Select Clients & Accomplishments

Industry leader in authoring and presenting business simulation courses Northfield, IL 
A company specializing in the creation of business simulations and business games utilized by teachers, professors, and corporate educators.

• Deployed Microsoft Dynamics CRM 4.0 Outlook Client for entire CRM community of users.
• Customized CRM records, deployed workflow, and integrated the company’s proprietary databases to CRM using Scribe Insight, thus allowing Sales and Support staff to operate in single application.
• Exact Target deployment was integrated to Dynamics CRM allowing for robust Email campaigning with historical post-send data flowing back to CRM automatically.
• Web leads are fed directly into CRM using Scribe Insight where workflow is enacted on the records to auto-create critical activities which need to be performed during the sales cycle.

Professional Services Company Specializing in Jet Airplane Maintenance & Repair Chicago, IL
A company which assists business and private owners of jet aircraft in maintaining their planes and stabilizing maintenance budgets while reducing cost of ownership.

• Streamlined processes while providing 100% visibility of processes across all departments and reducing the sales cycle from several weeks to a matter of days.
• Deployed Microsoft Dynamics CRM 4.0 with integration to Dynamics GP 10.0 as backbone applications while also utilizing MS Office 2007, SharePoint 2007, SQL Server 2005, BizTalk Server 2006, and Scribe Insight.
• Designed enterprise solution where nearly all necessary data can be found or accessed directly from one single software application.
• Authored custom training manual and hosted live training for all CRM users to acclimate them with features and functionality of the newly delivered solution.

A leading seller of high quality dental materials for cosmetic, restorative, and preventive dentistry.

• Implemented Customer Service, Sales, and Marketing modules of Dynamics CRM 4.0.
• Performed all configurations and customizations using native CRM tools.
• Utilized CRM functionality to schedule classroom training within onsite lab.
• Documented returns & complaints using CRM to meet governmental regulations.
• Prepared CRM for pending GP 10.0 integration for sharing Customers, Products, Orders, and Invoices.

Division of National Medical Professional Services Placement Company Chicago, IL 
Configured CRM to capture the unique aspects of the medical professional staffing industry including yearly labor spend, number of beds, number of physicians, industry needs, etc.

• Deployed the Dynamics CRM Outlook client and capitalized on the CRM relationship functionality to document all people involved in the long, complicated sales cycle.
• Overhauled management of sales pipeline, implementing a standard process & methodology across all sales force while utilizing workflow to inform sales managers when opportunities are created and when opportunity stages change.
• Authored all training materials and conducted live training in Chicago for entire US sales force to ensure a productive and successful Go-Live application launch.

Hedge Fund based in downtown Chicago Chicago, IL 
Established a CRM experience to meet the needs of a company in business to generate wealth for its investors where governmental reporting obligations require concise and timely documentation of a vast array of data pertaining to the flow of capital through the business.

• Designed a solution vastly different that the traditional CRM sales experience to meet the needs of managing the flow to investment money into and out of a hedge fund.
• Through the use of custom objects, details were stored for: investors, banks, deposits, withdrawals, federal and state tax details and more.
• Custom views established to easily access the complete history of each and every individual and business invested in the fund.

Packaged Food Company Pittsburgh, PA 
Globally recognized, publicly traded consumer packaged foods company with locations around the world.

• Customized Dynamics CRM 3.0 to accommodate the capture of communication and stories shared by the Global Commutations group and reporters across the globe.
• Designed the solution to capture topic and article content to present a unified message throughout the business globally.
• Customized Dynamics CRM 3.0 to assist three subsidiaries of the processed food division to meet the business needs of the sales force and to build pipeline reporting capabilities.

Physicians Consulting Group Chicago, IL 
Consulting group that enables healthcare providers to manage professional liability risk and achieve healthcare excellence through integrated risk financing and management solutions.

• Customized Dynamics CRM 3.0 to capture details regarding insurance policies, insured individuals, and claims made against those policies.
• Re-engineered business processes incorporating workflow to streamline processes.
• Integrated Microsoft SharePoint providing access directly from within CRM.
• MS Dynamics CRM 3.0/MS SharePoint Integration.

North American Wholesale Alarm Company Arlington Heights, IL 
One of the largest wholesale alarm monitoring companies in North America.

• Implemented Dynamics CRM 3.0 for Customer Service, Sales, and Marketing departments.
• Defined mapping schemes to allow for bi-directional data transfer to backend ERP.
• Defined, documented, and trained end users on all company business processes.
• MS Dynamics Great Plains 9.0/MS Dynamics CRM 3.0/Scribe Integration Application.

Marketing & Media Intelligence Company Chicago, IL
US Division of international marketing and media intelligence company which provides targeted market intelligence from all media outlets.

• Focused on re-engineering business processes and customizing CRM and Great Plains applications to meet the needs of growing business while addressing requirements of bi-directional enterprise application integration.
• Initially implemented Dynamics CRM 3.0 integrated with existing Dynamic GP.
• Retired three legacy, disparate CRM applications.
• Managed developers to design, test and deploy functionality not available within standard application.
• MS Dynamics Great Plains 9.0/MS Dynamics CRM 3.0/Scribe Integration Application/C360 CRM Add-On suite of functionality.

CRM Team Lead
Confidential,Chicago, IL Dec. 2005 Jan. 2006
The largest U.S. online jobsite, hosting over 1.5 million job postings while serving over 21 million unique visitors to the site each month. Web site is the 43rd most visited web site in the United States.

• Responsible for multiple CRM applications across all business units representing over 900 concurrent CRM users on a daily basis.
• Led discussions with senior management regarding future vision and requirements for sales force applications.
• Gathered requirements form management and end users and led development efforts to improve CRM functionality and streamline business processes.
• Continuously trained management, sales & customer service staff on effective use of Pivotal and MS Dynamics CRM software.
• Managed team of support personnel and trainers.

Principal
Confidential, Chicago, IL 2004 - 2005
Independent Contractor specializing in MS CRM 1.2 implementations and project management.

• Implemented Dynamics CRM 1.2 for multi-city hotel chain.
• Implemented Dynamics CRM 1. 2 for aircraft/aviation electrical component manufacturer.
• Managed development efforts for functionality and reporting needs.

Team Lead & Senior Consultant
Confidential,Chicago, IL 1997 - 2004 
US Branch of global consulting group specializing in all aspects of BaanERP and later AXAPTA ERP implementations and development projects.

• Started as Consultant, promoted to Team Lead and ultimately Project Manager.
• Focused on discrete manufacturing and Service & Maintenance companies.
• Experienced in configuring and deploying multiple large-scale ERP applications. Select Clients & Accomplishments

Home Building Products Manufacturer Atlanta, Georgia

• Team Lead for Accounts Payable & Purchase Order functional teams.
• At the time, represented largest Axapta ERP implementation in the history of the software.
• Project took two years to complete and was ultimately deployed to over 100 locations,

Global Crane Manufacturer Cincinnati, OH/Caracas, Venezuela/Helsinki, Finland

• Consultant on large, multi-national BaanERP implementation.
• Managed major module modification with development efforts based out of Venezuela.
• Extensive experience working with localizations for numerous countries.

Online Healthcare Provider Charleston, South Carolina

• Implemented Dynamics CRM 1.2 for emerging online services company.
• Configured CRM to improve business processes of large customer service team.
• Deployed workflow to automate processes and decrease time spent performing data entry.

EDUCATION
B.S. Business Administration