SUMMARY:

• Dynamics AX/D365 Strategy and Enterprise Architecture, Cross - functional comprised of Supply Chain, Manufacturing, Finance, and Operations
• Microsoft Dynamics AX/D365 Certified (MCP). Hands on in Business and Functional SME, Dynamics AX Distributions and Logistics
• Dynamics D365 ERP focus on Sales, POS Retail, Operation and Finance
• Extending CRM forms, extending the entity model, customize reports, design and implement data conversions, and work with technical developers to develop interfaces to other applications
• Subject matter expertise in business process management and Lean Process, drive business change and efficiently manage and lead in workflow automation projects. Integrations, Business Intelligence, Master Data Management, SSIS, SSRS, and SSAS - Hands on
• Lead solution definition phase and identify the customer requirements in sales, marketing and service areas.
• Elicit requirements and manage end user workshops, document and analyze requirements, conducts user surveys, and analyze business process performance, recommend optimization by applying Lean process fundamentals.
• Cross functional project management, liaison, and communication leadership skills to produce high-level and low level solution documentation
• Work with various corporate business segments and cross functional teams, expertise in driving business transformation through change
• Development of Use Cases, GUI, Screen and Interfaces mockups and screen flows/navigation, Work directly with business users to define concepts
• Advisory: ERP Financials, HCM, Billing, and Marketing and sales process automation, consultative capabilities at realizing, identifying, and maximizing business’s potential by applying modern methods of CRM (Lead and Campaign Management, Goals Management, Workflows, Sales lifecycle, Opportunity management, and lead generation)
• Functional CRM Architect and hands on expertise in customization and configurations of the Microsoft Dynamics CRM, Dynamics 365 ERP Project leadership. Work closely with business units and technical architects to deliver complex types of customizations.
• SOW, RFP, Project Management / Senior Business Analyst in Dynamics CRM, Dynamics 365 ERP, expertise in liaising business teams and senior management. Capture and define business requirements, information models, workflows, determining business case to drive budget, and scope. Expertise in Visio and Microsoft Project.
• Technical writing providing project’s lifecycle documentation such as business requirements document, SWOT, workflow definitions and diagrams, assessments, solution options, testing and acceptance criteria, and other design artifacts.
• Program Management and Project leadership and project management using Waterfall and Agile/Iterative project methodologies
• Leadership, planning, cost management, scope and project management. Risk and issue mitigation, status reporting, project and team communications
• Financial Industry Professional with Experience in Banking & Financial Products and Banking Operations Management
• Commercial and Personal Lending experience, marketing of banking products and Financial Reporting
• Management and retention of customers, leads, accounts and business relations, design marketing campaigns, and capture and report on sales projections

EXPERIENCE:

Confidential, NYC

Senior Business Analyst - Microsoft Dynamics D365/AX

Responsibilities:

• Requirement gathering
• Gap-Fit analysis
• Create User Stories
• Conduct Meeting
• Documenting and configuration
• Experience Working with multiple Agencies modules in D365
• Experience Working with Siebel Data Migration into D365
• Experience Working with Siebel Data Mapping for Correspondence Report Creation in D365
• Functional requirement gathering
• Documentation and Fit-Gap analysis
• Implementation and deployment of Proposed Solutions for Agency Requirements in D365 and customizations

Confidential

Project Manager /Program Manager - Microsoft Dynamics AX/D365/ERP

Responsibilities:

• Act as a Program Manager of Microsoft Dynamics AX/D365 ERP to deliver consulting services to different clients
• Functional master of Microsoft Dynamics AX/D365 ERP
• Experience in managing Microsoft Dynamics ERP implementation for a global manufacturing and distribution company
• Experience in Siebel Integration with D365 Application
• Work on custom modules for Australia Taxation
• Perform fit-gap analysis for Australia Gold Refinery
• Participate in implementation projects, provide consulting services to clients, including, business requirement analysis, system design, system testing, support and maintenance
• Design and coordinate the integration of enterprise applications implemented using different technologies and platforms
• Analyze client requirements and objectives and determine how software can best meet client’s requirements and objectives
• Manage execution of complex cross functional projects from beginning to end including all phases - planning, requirements, design, testing and cutover
• Collaborate directly with the business and functional teams to define project scope and all required deliverables, activities, activity sequence, Work Break-down Structure (WBS) and work estimates to create a framework for the project schedule
• Manage all aspects of the project including the plan, resources, dependencies, change management and budget utilizing internal project management tools
• Work with the stakeholders to prioritize and determine the project's acceptance criteria/critical success factors and manage stakeholder expectations throughout the project
• Ensure project objectives are met within the constraints of project scope, time, cost and required quality
• Ensures project quality gates (handovers from and to other departments, design reviews etc) are fully complied with
• Monitor project dependencies and risks
• Leads, motivates, manages and supports assigned team members to ensure adherence to process and procedures and to maximize contribution to effectiveness and efficiency
• Coordinate and communicate with project resources, internal team, stakeholders and vendors on all aspects of project progression/status
• Measure progress and monitor performance (overall, scope, schedule, costs, quality)
• Manage risks including issue escalation and resolution.
• Present project status in front of senior and executive leadership
• Implement the organizational integrated Change Control Process
• Conduct post project implementation reviews to document lessons learned and provide to organization to update applicable methodology, tools, and templates

Confidential, Washington, DC

Dynamics ERP BA - Hands on Customized and Configured Dynamics AX/D365 ERP

Responsibilities:

• Lead and participated in analysis sessions with clients to determine and document application requirements for new CRM implementations
• Analyzed client business processes to identify opportunities for improvement
• Performed gap analysis between a client's requirements and the functionality within Microsoft Dynamics CRM/Dynamics 365 ERP
• Configured applications to meet a client's requirements using Microsoft Dynamics CRM/Dynamics 365 ERP
• Extended capability of Dynamics 365 ERP through creation of new entities, forms, workflows and reports
• Performed data migration activities
• Designed and implemented reports to support the ERP Application
• Determined third party applications to enhance and support the Dynamics 365 ERP system. Implemented these third-party applications as required
• Designed business processes and data flows between Microsoft Dynamics 365 ERP applications and other applications, such as back office and ERP applications
• Performed ERP Application testing of configurations and customizations
• Trained client staff on CRM/Dynamics 365 ERP application usage and educated them on Dynamics 365 ERP capabilities
• Coordinated with client lead users and client engineering teams to test and implement new or modified programs as needed
• Created and maintained business, project, and technical documentation including Business Requirements Document, System Requirement Document, Epics, Themes, and User Stories, User Guide, Requirements Traceability Matrix, Business Process Flows and flowcharts, and flow diagrams

Confidential

Dynamics CRM Project Manager

Responsibilities:

• Maintain hands on Prototyping of Dynamics CRM Government Implementation. Using SSIS and SSRS cross Master Data Management architecture to develop (hands on) rapid solutions including:
• Performed as Acting CRM Lead for the State of North Carolina Department of Transportation. Advised senior staff of CRM and the business case for CRM regarding various implementation options
• Advised developers and introduced CRM SDK, and integration frameworks. Instructed the developers to produce various aspects of the solution such as Master Data Management Hub Search Functionality, JSON based dialogs/REST solution for retrieving driver license records directly into CRM, and the Implementation of SSIS Adapters for CRM to Data Warehouse Integration.
• Experience in deployment/adoption of Enterprise Applications.
• Worked through adoption issues in applications.
• Maintain Hands on with Microsoft Dynamics CRM in order to support application adoption.
• Provided Program Level Planning (Roadmap, Issues and Risks Management, Change Management, Plans, and Support Model)
• Created Forms in Microsoft Dynamics CRM and Deployment on the agency website.
• DWI/DWLR Video Based Hearings Management System (Virtual Hearings)
• Hazard Reporting and Management using Dynamics CRM, Master Data Management, and Document Management System. Presented Architecture materials including, a prototype, screen navigation, high level architecture block diagrams, and evaluated solution options
• Configured Product Catalog and Product Trees (Hierarchies) to implement Fees for Service initiative for the State of North Carolina.
• Trained the State of North Carolina Management personnel in CRM concepts, and introduced the teams to various aspects of CRM, Architecture, Integrations, Configurations, and the extensibility model of CRM
• Experience in Installation and maintenance of CRM Connector to InRule rules engine, MDM System, I AM System and other Business Applications.
• Hands on WCF, HTML, .NET 2015, and SQL Server.
• Performed requirements gathering, Gap-fit Analysis, provided documentation templates to team.
• Mobile development experience including Responsive web design, utilizing frameworks such as Foundation and Bootstrap.
• Experience working within all aspects of the Software Development Life Cycle (SDLC).
• Excellent communication and interpersonal.
• Experience utilizing TFS for source control and work item tracking.

Confidential, Merrill, WI

Dynamics AX/ CRM Techno-Functional Architect/ Project Manager

Responsibilities:

• Developed Business Requirements, Functional Specifications, Project Plans and Strategy, Worked with the Users to Determine Requirements
• Worked closely with the Stakeholders (VP of Marketing, VP of Sales, VP of Customer Service and Underwriting) as well as cross-functional teams and Subject Matter Experts to drive the program level strategy.
• Unified Service Desk prototyping, Screen mashup and Integration of USD with Various Line of Business Applications. Developed screen mockups and provided high level architecture of CRM, USD, Insurance Line of Business Applications, Integration of Media Capture and Digital Content connectors with CRM.
• High Level Architecture for Systems of Records and Master Data Management Plans, Infrastructure Plans, Functional Specifications.
• CRM Roadmap with Timeline and Sprint Definition, Implementation Plan and Multi Year Deployment and Adaptation Strategy
• Risk Mitigation Plans, Change Management Plans, Consolidated Requirements Specifications
• Dynamics AX/CRM Future State Report and Program Level Milestones
• Conducted a 60 Point User Survey to identify business pain points for the Failed and Suffering Microsoft Dynamics CRM Implementation
• Provided a Full Dynamics AX/CRM Utilization Report (Showing Behavioral Usage of the AX/CRM and Demographics of Users)
• Customizing and Configuring Financial Module in Fixed Asset with Cash and Banking Management
• Performed requirements gathering, Gap-fit Analysis, provided documentation templates to team.
• Experience in Cash Management, Commercial Banking and Banking processes.
• Use Java Script: XRM Development in CRM. Use the XRM Object Model to code the CRM Forms.
• Experience working within all aspects of the Software Development Life Cycle (SDLC).
• Excellent communication and interpersonal.
• Experience utilizing TFS for source control and work item tracking.
• Experience in EAI Enterprise Application Integration (Web services, VBC, XML).

Confidential, Indianapolis, IN

Functional Analyst - MS Dynamics CRM Architect

Responsibilities:

• Performed requirements gathering, Gap-fit Analysis, provided documentation templates to team. Wrote functional specifications, bridged communication gaps between the functional and technical teams.
• Provided Mock-ups for SSRS Reports Designs and Modification using BI Visual Studio 2008 & 2012
• Release Management and use of Team Foundation Server (TFS) and quality control. Communicated best practices to the development team.
• In Lean Manufacturing: have assessed current Business Process pertaining to procurement and inventory control and identified bottlenecks in the process.
• Call Center and Agent View Architecture, Dealer Management System via the Microsoft Dynamics CRM Unified Service Desk prototyping, Screen mashup and Integration of USD with Various Line of Business Applications. Developed screen mockups and provided high level architecture of CRM, USD, Insurance Line of Business Applications, Integration of Media Capture and Digital Content connectors with CRM. Dealership Management, Dealership View, Regional View, and Enterprise View Mashups.
• Configured Unified Service Desk for Call Intake, Walk-In logs, and Car Inventory Views in association with CRM using the Unified Service Desk.
• Presented revised workflows and Business Processes to increase operational efficiency
• Applied Lean Sigma Practices as I assessed and recommended Process changes
• Some of the Kanban Methods were also presented to the Management
• To implement Kanban, have proposed an inventory on truck concept such that allowing service fulfillment truck to be well stocked and able to use inventory items on the truck during service order fulfillment.
• Lead development and architecture for Reports in SSRS.
• Design complex SSRS Reports (FetchXML).
• Experience working within all aspects of the Software Development Life Cycle (SDLC).
• Excellent communication and interpersonal.
• Experience utilizing TFS for source control and work item tracking.
• Experience in EAI Enterprise Application Integration (Web services, VBC, XML).

Confidential, Houston, TX

Functional Architect - Business Analyst

Responsibilities:

• Hands on Customize and Configure Dynamics CRM 2011
• Worked on various Confidential engagements for a Confidential Subcontractor performing as Functional Architect, and Business Analyst duties. Determined program objectives, Develop Business case, Define and manage scope, Manage Project risks and project constraints; Lead the Requirements and Specifications Aspects of Applications; Gather requirements; List and describe and prioritize requirements
• Developed project methodology documentation according to Agile Methodology and Waterfall. Applied expertise in CPDEP for IT Project Methodology and Project Delivery Framework
• Presentenced Dynamics solution mockups and prototypes to the business, demonstrated product’s strength
• Worked on Change Management, Risk Management and Mitigation, Business Case Development
• Constructed Business Architecture, CRM product proposals, business transformation, research and development, strategies and Identifying Opportunities, Business Applications
• Documented project risks, and produced Risk Register in Microsoft Excel format with representational charts
• Gathered and consolidated requirements and assessment surveys, participated in the generation of the “Current State Assessment” for a global upstream initiative with other architects
• Hands on Deployment and Planning of Microsoft Dynamics CRM Architecture in the Cloud/Microsoft Online and On Premise. Applied various technologies including Microsoft Excel, Pivot Tables, Data Extracts and Processing
• Project coordination and planning across end customer, business team, development and test teams; confirm Release readiness; and drive Release Implementation.
• Excellent communication and interpersonal.

Confidential, Chicago, IL

Functional Architect/BA/PM in Microsoft Dynamics CRM

Responsibilities:

• Responsible for Architecture, Deployment Planning, and Deployment Rollout for Microsoft Dynamics CRM 4.0, 2011, 2013, 2015, 2016
• Functional Expertise in Dynamics CRM Architecture and Business Transformation/Workflows
• Hands-on System Upgrading, Customizing and Configuring Microsoft Dynamics CRM 4.0, 2011, 2013, 2015, 2016
• Requirements Gathering and Elicitation, Solution Planning and Architecture, Business Liaison, and Architecture Documentation.
• Visio 2007, Visio 2010 Business Process Diagrams, Swim lane Diagrams, and Lean Process Expert.
• Team Foundation Server experience and development deliverables management in Visual Studio 2010
• Solution Priority management and Requirements Ranking
• Determine program objectives, Develop Business case, Define and manage scope, Lead the Requirements and Specifications Aspects of Applications; Gather requirements; List and describe and prioritize requirements.
• Currently Maintain several CRM online instances, manage configurations, perform entity model changes, create and configure forms, workflows, charts, user accounts, and other general administration activities
• Have extensive understanding of CRM Sales, Marketing, and Services modules
• Custom Integration Scenarios: Auto creation of end user accounts in CRM (From Active Directory), created custom application to synch with users
• Lending application: Used a web service to retrieve credit information. Using a plugin and web services.
• Worked with other solution scenarios and collaborated with various IT teams and Enterprise Architects on complex integrations (JD Edwards, SAP)
• Lead Capture custom feed from extranets into CRM.
• Installation, Configuration of Microsoft Dynamics GP, AX, CRM. Full deployment of SQL Server, SSRS, and SharePoint and full configuration of AX and CRM with SharePoint
• Responsible for the development and architecture of a commercial lending product for managing business lifecycle
• Participated in the development of various solutions such as recruitment management, flowershop crm solution, loan acquisition and other management solutions in Dynamics CRM
• Hands on configuration, administration, forms development, packaging and deployment of Microsoft Dynamics solutions
• Business Process design, Data Modeling, and Project Documentation
• Perform basic installation and setup of Dynamics CRM Software (Dynamics CRM 2011, Dynamics CRM 2013)
• Hands on and familiarity with Dynamics CRM 2011 and Dynamics CRM 2013 Architecture and Server components
• Extensive exposure and hands on in Microsoft Methodology for Microsoft Dynamics CRM
• Managed customer’s account and correspondence using Dynamics CRM 4.0, performed data entry, scheduled tasks, and maintained benefits data at BSI.
• Experience in CRM system integration with other systems such as SharePoint 2010. Ability to manage and communicate to developers offshore and onshore.
• Working Knowledge of Microsoft Dynamics CRM Architecture, Microsoft Online/On Premise
• Success with Release Management, Release Planning, and Software Implementation.
• Excellent communication and interpersonal.

Confidential, Chicago, IL

Financial Services Supervisor/Business Analyst

Responsibilities:

• Financial industry and bank products specialist. Manage and supervise bank operations
• Working knowledge of computer systems, computer technologies and their relationship to business functions, practices, and processes
• Hands-on experience in Financial Services with exposure to retail or commercial banking, credit card lending, mortgage lending, commercial lending, construction financing, real-estate financing
• Possess with strong analytical skills that can be applied to creative problem solving techniques
• Marketed banking products and services to existing accounts and new prospects
• Maintained business and relationships, and provided expert financial advice and services to banking customers.
• Consulted customers by offering suitable financial solutions suitable to customer’s needs.
• Using sales automation tools, focused on sales development and relationship building through the promotion of banking products, deposits, loans, fee-based services and retention of customers.
• Produced summary reports, goals statistics, and quota performance reports to staff and management
• Utilized and promoted the Retail Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives for referral activity.