Summary

A goal oriented Microsoft certified consultant with over 15 CRM implementations. Emad has a proven track record implementing, and managing multiple large, medium and small Microsoft Dynamics CRM, Siebel and PeopleSoft Financial/HR systems and custom development .net projects. He is certified in all three Microsoft CRM functional, technical and installation disciplines.

Employment History

October 2007 to Present
Confidential, MS CRM 4.0
Project manager, CRM 4.0 implementer, manager and developer, managed and configured Microsoft CRM sales, Marketing, xRM

• 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,MS CRM 4.0
System Architect

• 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

Confidential, MS CRM 4.0
Project manager, CRM 4.0 installer, implementer, manager and developer, managed and configured Microsoft CRM sales, Marketing, xRM

• 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,MS CRM 4.0
Project manager, CRM 4.0 installer, implementer developer, managed and configured Microsoft CRM sales, data loader

• Conducted 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 with client team and followed Scrum implementation strategy
• Designed solution based on client requirements reviewing all major decisions with client
• Trained the project user group on the Microsoft CRM sales module, walking the client through a sales life cycle utilizing the sales funnel workflow
• Installed Microsoft Dynamics CRM
• Installed SQL server standard and configured the reporting server
• Setup security profiles and all users
• Customized a sales process workflow that created activities and updated fields on the account entity of the sales process step
• Created workflows to reminders to users of upcoming contract bids and tasks that are about to expire
• Added new fields to the contacts entity and Java code to reflect specific business rules
• Added all products, price lists and customized the order forms to the system
• Used the CRM data import utility to load all Accounts and Contacts for each accounts.
• Configured a job tracking system module that captures the job that is being worked on and actual hours by each of the staff members.
• Added a sales workflow process
• Setup security profiles and all users

Confidential,MS CRM 4.0
CRM installer, implementer, manager and developer, managed and configured Microsoft CRM sales

• Conducted all meetings, created the project plan, and communicated key milestones to the client, insuring that the project was completed per client’s specifications utilizing Microsoft Sure Step Agile implementation strategy
• Trained the project user group on the Microsoft CRM sales module, walking the client through a sales life cycle utilizing the sales funnel workflow
• Installed Microsoft Dynamics CRM
• Added new fields to the contact and activities entities to reflect client specific fields

Confidential, MS CRM 4.0
Project Manager, CRM installer, implementer, manager and developer, managed and configured Microsoft CRM sales, integration with QuickBooks and configuration

• Conducted all meetings, created the project plan, and communicated key milestones to the client, insuring that the project was completed per client’s specifications
• Trained the project user group on the Microsoft CRM sales module, walking the client through a sales life cycle utilizing the sales funnel workflow
• Installed Microsoft Dynamics CRM
• Configured Account and contact screens to reflect client specific fields
• Added new entity to reflect representative groups and all their members
• Added code to default dates and popup message for accounts that are on hold
• Integrated CRM with QuickBooks
• Developed a rapid entry system that allowed fast quote product entries that cut the time of entering quotes by 80%
• Customized SRS reports to reflect logo and order format requested

Confidential,MS CRM 3.0
CRM developer, configured Microsoft CRM service Module to reflect extensive business rules

• Used substantial JavaScript code to enforce a large number of business rules
• Created Java code that validated credit card number length
• Created code that validated the difference between a Master Card, Visa and Discover cards
• Created code that validated credit card expirations
• Created code that in real-time hid fields depending on which user is logged on
• Created code that in real-time filtered pick list values that were based off of other pick list values

Confidential, MS CRM 4.0
CRM implementer, manager and developer, managed and configured Microsoft CRM sales and service modules and custom entities

• Conducted all meetings, created the project plan, and communicated key milestones to the client, insuring that the project was completed per client’s specifications
• Trained the project user group on the Microsoft CRM sales module, walking the client through a sales life cycle based on their specific business rules
• Installed Microsoft Dynamics CRM
• Created a custom entity to reflect all jobs that the client tracks
• Job tracked the specific team, equipment and cost of each project
• Job tracked each payment made and calculated remaining balances for each project
• Set up multiple advanced queries to reflect jobs, teams and opportunities in the pipeline
• Customized SRS reports to reflect logo and order format requested

Confidential, MS CRM 4.0
CRM manager and developer, upgraded, managed and configured Microsoft CRM sales module

• Upgraded Microsoft CRM from 3.0 to 4.0
• Upgraded SQL server from 2000 to 2005
• Applied all patches to server
• Installed and configured Scribe software to integrate with GP
• Created multiple new fields and customized Scribe to integrate fields to flow from CRM to GP and back
• Conducted tuning of system to enhance CRM 3.0 performance
• Leveraged and removed the old Microsoft CRM 3.0 to GP connector

Confidential, MS CRM 4.0
CRM manager and developer, managed and configured Microsoft CRM sales module and extensive Scribe integration

• Conducted all meetings, created the project plan, and communicated key milestones to the client, insuring that the project was completed per client’s specifications
• Trained the project user group on the Microsoft CRM sales module, walking the client through a sales life cycle utilizing the sales funnel workflow
• Customized the quotes and orders entities to add multiple next steps that each salesperson would request on each product ordered for technicians to perform after the order was received in-house
• Customized tables in GP and Scribe to pass all next steps from CRM to GP
• Customized workflows to inform technicians of orders that have been received
• Customized SRS reports to reflect logo and order format requested

Confidential, MS CRM 4.0
CRM manager and developer, managed and configured Microsoft CRM custom projects entity

• Installed 64 bit CRM system on all 64 bit windows 2008 and SQL server 2005 64 bit
• Configured a project module that tracks all projects and project activities
• Configured Accounts and contacts screens
• Added Java code to enforce business rules of required fields based on other fields once data is entered
• Added a sales workflow process
• Created an entire Project Management module to manage all projects for client
• Created a timekeeping system that tracks all Project events hours and allows client to bill on all project accurately every month

Confidential, MS CRM 3.0 and CRM 4.0
CRM manager and developer, managed and configured Microsoft CRM custom projects entity

• Advised and trained client team on Microsoft best practices for Accounts, Clients and the sales cycle
• Added custom fields to accounts and sales
• Added Java code to enforce business rules

Confidential,MS CRM 4.0

• Conducted all meetings, created the project plan, and communicated key milestones to the client, insuring that the project was completed per client’s specifications
• Trained the project user group on the Microsoft CRM sales module, walking the client through a sales life cycle utilizing the sales funnel workflow reflecting concrete usage
• Customized all screens to reflect concrete tons, not dollar amounts
• Customized all screens to reflect customers, not accounts
• Designed a new entity to track jobs and teams for each job
• Customized the quote screen to reflect concrete specific information
• Customized the product entity to reflect concrete color, consistency and other concrete related details
• Customized reports to reflect logo and order format requested

COMPUTER SKILLS
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, Microsoft Office

EDUCATION
Bachelor of Science; Business Administration
Management Information Systems