Mar. 2018 - May. 2019Greater New York City AreaSenior 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 project schedule.
• Assist with the management of end user acceptance testing.
Tools: Visual Studio Team Server/Azure DevOps, Jira, Share Point, Microsoft CRM and MS Office Suite (e.g. Outlook, Excel, Visio & Word)
Dec. 2016 - Mar. 2018Senior 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, Microsoft CRM and MS Office Suite (e.g. Outlook, Excel, Visio & Word)
NeudesicSr. Dynamics 365/CRM Solutions Consultant
Jun. 2014 - Dec. 2016Senior 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, Microsoft CRM and MS Office Suite (e.g. Outlook, Excel, Visio & Word)
Motley SolutionsProject Director / CRM Solutions Consultant
Jun. 2011 - Jan. 2014greater boston areaSenior 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, Microsoft CRM and MS Office Suite (e.g. Outlook, Excel, Visio & Word)
Citizens Energy CorporationProject Director, Business Analyst
Dec. 2005 - May. 2011Responsible for identifying, 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, 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 creation of test cases and scripts
• Responsible for cut over 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 softwares
Tools: Microsoft Dynamics CRM, Microsoft Dynamics Great Plains, MS Office suite (e.g. Outlook, Excel, Visio & Word)