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Senior Business Solutions Consultant

HELPING COMPANIES, AND INDIVIDUALS REACH THEIR POTENTIAL

 

SUMMARY

Accomplished Senior Business Solutions Consultant offering 15 years of professional experience, including over 10 years in leadership roles within high paced technical and business environments. Successfully developed, led and managed full-scale projects with $10 -$100 million budgets and teams, meeting all project expectations on time and within budget. Possess broad based business insight; a unique combination of analytical skills, technological insight, financial background and strong management/leadership capabilities.


Innate ability leveraging technology and automation to eliminate inefficiencies and optimize use of available data, allowing management to focus on larger, more complex issues. Able to translate business requirements into technical and functional specifications and financial assumptions. Successfully managed vendors, project teams and processes that led to high performing results in a collaborative effort to meet projects’ vision.Highly experienced in using Azure DeOps (formerly VSTS) to gather requirement, tracking progress of requirements, project planning and reporting. Also familiar with Jira, MS Project and other project management tools.

Skills

​• In-depth knowledge of Microsoft Dynamics 365 Applications Solution and Architecture

• Familiar with other CRM Solutions (Salesforce, ZoHo)
• Project Management (Agile/Waterfall)
    o Visual Studios Team Server/DevOps
    o Jira
• Systems Requirements Gathering, Solution Design, Planning, and Management

• Business Management, and Strategy

• Enterprise Analysis and Strategy
• Business Process Analysis and Documentation
• Requirements Elicitation and Documentation
• Communicating with stakeholders to ensure that proper design specifications are captured
• Quality Assurance Testing
• End User Training and Documentation
• Gap Fit Analysis
• Data Analysis and Data Mapping

 

Certifications

 

MICROSOFT CERTIFIED
SOLUTIONS ASSOCIATE

   • Managing Dynamics 365 CE Implementations
   • Expertise in upgrading, configuring, and customizing Microsoft Dynamics 365 Technologies
   • Designing and Implementing Microsoft Online Business Solutions
      o CRM/Customer Engagement
      o 3rd Party ISVs
   • System User Administration
   • System Administrator
   • Technical Support and Pre Sales Engineer

MICROSOFT CERTIFIED
SOLUTIONS EXPERT

   • Dynamics 365 Business Solutions Expert
   • Dynamics CRM Sales Specialist Certificate
   • Create a customer organizational structure
   • Administer the Microsoft Dynamics 365 environment
   • Integrate Microsoft Dynamics with other applications
   • Manage Microsoft Outlook and mobile environments
   • Configure and design architecture for Microsoft Dynamics 365 Customer Engagement
   • Implement Microsoft Dynamics 365 entities, entity relationships, and fields

Work History

 

Senior Product Manager @ OwnBackup

Project Industries: SaaS Platforms, Custom Development, Sales and Marketing, Customer Service, and Field Service  

• Managing every aspect of a product's development from conception to completion
• Testing samples and researching a sample product's effectiveness and impact
• Assessing and identifying product opportunities to determine which are worth pursuing
• Polling customers to assess a product's need and viability
• Determining the right features for a product to ensure its effectiveness within the market
• Identifying and defining the target customer's needs and using this information to develop relevant products
• Oversee product strategy development and define the steps required to bring the product to fruition
Tools:, Jira, Share Point, Dynamics 365 Customer Engagement, Power Platform (e.g. Microsoft Flow, PowerApps,) MS Office Suite (e.g. Teams Outlook, Excel, Visio & Word, and Google Suite)

Dynamics 365 CE Solutions Architect @ Mazik Global

Project Industries: Health Care, Sales, and Marketing, Customer Service, and Field Service Role Dynamics 365 CE Solutions Architect
• Translate the company’s business requirements into well-architected solutions that demonstrate the Dynamics 365 Customer Engagement platform
• Develop custom solutions and interfaces using Microsoft’s Power Platform and Dynamics 365 applications
• Provide detailed time and resource estimates for SOW budgets and creations
• Define product vision, road-map and growth opportunities as an implementation provider
• Keep well-documented requirements & changes gathered from clients on an ongoing basis
• Work with the company’s key personnel to design and implement Microsoft Dynamics 365 solutions
• Understand and document requirements for configuring, testing and launch of Dynamics 365 solutions
• Collaborate and communicate with multiple client teams and vendors as needed in the scope of the project
• Participate in talent and recruiting activities to help build and grow the implementation team
• Maintain Microsoft training and certification on a regular basis and ensure same for the implementation team
• Work with sandbox and production environments to manage the distribution of system functional or process change
• Work with Microsoft Power-BI for reporting, modifying pages, views, and dashboards
• Analyze custom development in an organization and determine what can be removed, and or replaced using Power Platform to minimize customizations.
Tools: Azure DevOps, Jira, Share Point, Dynamics 365 Customer Engagement, Power Platform (e.g. Microsoft Flow, PowerApps, PowerBI) MS Office Suite (e.g. Teams Outlook, Excel, Visio & Word)

Dynamics 365 Product SME Consultant @ Silicon Valley Bank

Project Industries: Financial Services, Sales and Marketing, Customer Service• Lead scrum teams as the Product Owner
• Providing vision and direction to the Agile development team and stakeholders throughout the project and creating requirements
• Plan and prioritize product feature backlog and development of Microsoft product(s)
• Define product vision, road-map and growth opportunities
• Assess value, develop cases, and prioritize stories, epics, and themes to ensure work focuses to maximize the value that aligns with product strategy
• Provide backlog management, iteration planning, and elaboration of user stories
• Work closely with Product Management to create and maintain a product backlog according to business value or ROI
• Lead the planning product release plans and set expectations for delivery of new functionalities
• Provide an active role in mitigating impediments impacting successful team completion of Release/Sprint Goals
• Research and analyze the market, the users, and the roadmap for the product
• Follow competitors and the industry standards
• Keep abreast with Agile/Scrum best practices and new trends
Tools: Azure DevOps, Jira, Share Point, Dynamics 365 Customer Engagement, Power Platform (e.g. Microsoft Flow, PowerApps, PowerBI) MS Office Suite (e.g. Teams Outlook, Excel, Visio & Word)

Senior Dynamics 365 Solutions Consultant @ Alfa People

Project Industries: Government, Financial Services, Sales and Marketing

• Senior Solutions Consultant Analyzing and Designing Microsoft Dynamics 365 On-Line Business Solutions
• Conduct business process analysis to create Fit/Gap documentation
• Conduct discovery sessions for current and future state design specification documentation
• Advise on complex D365 CRM business cases and propose comprehensive solutions based on D365, 3rd parties and customizations.
• Assist sales and presales teams with preparing proposals, client presentations and support the sales of professional services when necessary.
• Identify and architect proven solutions to meet business requirements with minimal to no custom development
• Responsible for client requirements elicitation, documentation, and backlog management
• Consult and assist clients with the development and execution of organizational change management, deployment, training, and cutover planning.
• Collaborate with developers and IT team to conduct QA testing to meet project timelines, incorporating an iterative development process that requires frequent testing based on the project schedule.
• Assist with the management of end-user acceptance testing.
Tools: Visual Studio Team Server/Azure DevOps, Jira, Share Point, Dynamics 365CRM, Business Central, MS Office Suite (e.g. Outlook, Excel, Visio & Word) PowerPlatform (e.g. Microsoft Flow, PowerBI, PowerApps)

Senior Dynamics 365 CRM Solutions Consultant @ Power Objects

Project Industry: Financial Services, Government, Sales and Marketing, Law Firm

• Senior Consultant specializing in Microsoft Dynamics 365 On-Line solution
• Advise on complex D365 CRM business cases and propose comprehensive solutions based on D365, 3rd parties and customizations.
• Demonstrate dynamics 365 solutions to client for business need fulfillment.
• Responsible for planning, executing and evaluating Dynamics CRM implementation projects according to predetermined timelines and budgets.
• Identify and architect solutions with D365 technology to satisfy business requirements
• Lead discovery sessions for current and future state design specification documentation
• Responsible for client requirements elicitation, documentation, and backlog management
• Design and implement customization and configuration solutions in the following areas; sales, customer support, marketing, workflows, forms and views, entities and attributes, reports, system configuration
• Consult and assist clients with the development and execution of organizational change management, deployment, training and cutover planning
• Collaborate with developers and IT team to conduct QA testing to meet project timelines, incorporating an iterative development process that requires frequent testing based on project schedule.
• Responsible for the management of end user acceptance testing.
Tools: Visual Studio Team Server, Jira, Share Point, Dynamics 365CRM, MS Office Suite (e.g. Outlook, Excel, Visio & Word)

Senior Dynamics 365CRM Solutions Consultant @ Neudesic

Project Industries: Semiconductor, Insurance, Metal Manufacturing, Health, and Human Services, Hotel & Casino

• Senior Consultant specializing in Microsoft Dynamics 365 On-Line solution
• Advise on complex D365 CRM business cases and propose comprehensive solutions based on D365, 3rd parties, and customizations.
• Demonstrate dynamics 365 solutions to clients for business need fulfillment.
• Responsible for planning, executing, and evaluating Dynamics CRM implementation projects according to predetermined timelines and budgets.
• Identify and architect solutions with D365 technology to satisfy business requirements
• Lead discovery sessions for current and future state design specification documentation
• Responsible for client requirements elicitation, documentation, and backlog management
• Design and implement customization and configuration solutions in the following areas; sales, customer support, marketing, workflows, forms and views, entities and attributes, reports, system configuration
• Consult and assist clients with the development and execution of organizational change management, deployment, training, and cutover planning
• Collaborate with developers and IT team to conduct QA testing to meet project timelines, incorporating an iterative development process that requires frequent testing based on the project schedule.
• Responsible for the management of end-user acceptance testing.
Tools: Visual Studio Team Server, Jira, Share Point, Microsoft CRM, and MS Office Suite (e.g. Outlook, Excel, Visio & Word)

Partner/Project Director @ Motley 

Industries: Software and Management Consulting
• Planned, executed, and evaluated Dynamics CRM implementation projects according to predetermined timelines and budgets.
• Designed the architecture of Dynamics 365 technology and 3rd party solutions and provided documentation to clients and project teams.
• Advised on complex D365 CRM business cases and propose comprehensive solutions based on D365, 3rd parties and customizations to our clients.
• Successfully tracked all project deliverables and changes using project management tools using different software applications and methodologies
• Developed and documented client business solutions to meet requirements using Dynamics 365 CRM technology and 3rd party solutions.
• Worked with client on user story details and documentation, requirements and backlog management
• Worked with client to document data requirements into a data dictionary
• Worked with developers on code testing and proper functionality
• Assisted with data migration from different CRM environments to Dynamics CRM
• Designed and implemented customization and configuration solutions in the following areas; workflows, forms and views, entities and attributes, reports, system configuration
• Provided end user training which included all account managers and marketing specialist in one location
• Provided remote post production support
Tools: Visual Studio Team Server, Jira, Share Point, Dynamics 365CRM, MS Office Suite (e.g. Outlook, Excel, Visio & Word)

Project Director @ Citizens Programs

Industries: Non-Profit
• Responsible for identifying, budgeting, planning, executing, and evaluating CRM implementation projects to undertake yearly
• Researched solutions to satisfy business needs and prepared RFP
• Led a diverse team of direct reports, and vendors and managed the involvement of numerous stakeholders from various business units/functions ensuring projects were completed within the vision and committed delivery timeframe, defined scope, and budgets
• Consultant specializing in Microsoft Dynamics CRM On-Premise solution
• Responsible for requirements elicitation and documentation
• Work with developers on code testing and proper functionality
• Responsible for the management of user acceptance testing including the creation of test cases and scripts
• Responsible for cutover details and communication
• Design and implement customization and configuration solutions in the following areas; workflows, forms and views, entities and attributes, reports
• Worked with developers on code testing and proper functionality
• Responsible for training documentation
• Assisted with documentation, and understanding of CRM connectivity with 3rd party software
Tools: Microsoft Dynamics CRM, Microsoft Dynamics Great Plains, MS Office suite (e.g. Outlook, Excel, Visio & Word)

Billing Manager, Accounts Receivable Coordinator, and Payables Coordinator

Industries: Law Firm

I was promoted and transitioned through 3positions over 7 years. Initially hired as AR Coordinator, promoted to AP Coordinator, to Billing Coordinator, and then ultimately transitioned into my last held position as Billing Manager. During firms’ search for a new ERP system, I participated as a senior project member in the research, strategic planning, and implementation of a new ERP system, ensuring alignment with existing business processes and needs.


• Maintained awareness of new and emerging technologies and potential applications to engage clients.
• Managed relationships with client personnel that fostered client ties, communicate effectively with clients to identify needs, and evaluate alternative business solutions.
• Supervised 12 billing coordinators and was responsible for all billing issues including the implementation of electronic invoicing.
• Strategized and implemented new cost-effective billing procedures.
• Accurately forecast revenue, profitability, margins, bill rates, and utilization.
Tools: Law Firm Time & Billing Software, Elite, MS Office suite (e.g. Outlook, Excel, Visio & Word)