SUMMARY:

Team Lead and Dynamics 365 Architect with 20 years of experience in Customer Relationship Management software. Integrated CRM systems to investment management, life insurance, marketing automation, document management, and other business critical systems. Experience leading Agile teams through requirements, development, testing and deployment. Sensitive to the important relationship between people and systems within an organization. Enjoy transparent and respectful relationships with clients and colleagues. Comfortable working with executives, managers, users and developers in for - profit, non-profit and government organizations.

EXPERTISE:

• Comfortable managing developers; particularly those working in Microsoft Dynamics SDK, JavaScript, .NET, SQL Server Reporting Services, SQL Server Integration Services, KingswaySoft, Scribe, SharePoint, and System Center Configuration Manager.
• Application experience includes on line and on premise versions of Microsoft Dynamics CRM (2011, 2013, 2015 and Dynamics 365), SharePoint, Visio, Project, Access, Excel, SQL Server Management Studio, SQL Server Integration Services, Team Foundation Server, Visual Studio, Azure, Eloqua, Goldmine, ACT, Advent Axys, Moxy, iRebal, PortfolioCenter, Paradox, DemoMate, JIRA, and HP Quality Center.
• Industry experience includes Financial Services, Banking, Insurance, Associations, Manufacturing, Real Estate, Broadcasting and U.S. Government.

PROJECT EXPERIENCE:

Dynamics 365 Architect

Confidential

Responsibilities:

• Led a team of 5 to build a task tracking and document management solution in Dynamics 365 GovCloud + SharePoint Online.
• Solution replaced 3 separate, heavily customized SharePoint 2010 on premise applications.
• The solution significantly streamlined processes for managing tasks and documents across multiple teams, processed a large volume of correspondence for review and approval, archived inactive data, and simplified reporting.
• Native integration between Dynamics 365 and SharePoint Online allowed a seamless user experience for task management and document management.
• We leveraged out of the box components, customization, configuration, workflows and business rules wherever possible.
• JavaScript and .NET were used only when front end solutions were not available.
• Designed test plans, wrote test cases and test steps. Executed tests and tracked all results in Team Foundation Server. Trained testers on the use of Team Foundation Server.

Dynamics CRM Upgrade Consultant

Confidential

Responsibilities:

• Analyzed dozens of SQL stored procedures and SSIS packages to upgrade on premise Dynamics CRM from version 4.0 to version 2016.
• Worked closely with CRM administrators, database administrators and SQL developers to modify code to conform to new CRM 2016 schema.
• Replaced stored procedures with CRM configuration, workflows, business rules and supported code without reducing system performance.

Dynamics CRM Architect

Confidential

Responsibilities:

• Managed all aspects of a major upgrade that required full migration of code and data. Led Joint Application Design sessions to quickly discern business needs and build a prototype of the target system, often in real time as business requirements were elucidated. Identified dozens of custom code objects (Plugins, JavaScript, custom workflows, etc.) to be replaced by out of the box functionality or Dynamics CRM front end configuration.
• Identified requirements that could be satisfied by configuration then designed, developed, tested and deployed configurations.
• When requirements could not be satisfied with configuration worked closely with coder to communicate requirements, test solutions and modify solutions as required.
• Wrote data migration package in SSIS/KingswaySoft to migrate approximately 300 gigs of data for 1500 users.
• Re-engineered a critical business process from 3 entities, 2 plugins, several JavaScripts and 43 clicks down to 2 entities, no plugins, no JavaScript and 14 clicks.
• Trained in-house system administrators and .NET developers new to Dynamics CRM.

Dynamics CRM Architect

Confidential

Responsibilities:

• Designed Dynamics CRM solutions for 900 users within various departments of industry leading building materials manufacturer.
• Trained .NET developers on Dynamics CRM application, which led to multiple, rapid, ‘code light’ deployments of new functionality.
• Replaced custom code with out of the box features or configuration wherever possible.
• Migrated legacy system used by Inside Sales to Dynamics CRM 2011.
• Reduced clerical work and increased operational efficiencies with workflows, plugins and custom reports.
• Designed integration from 3rd party data sources to multiple entities.
• Designed integration to Eloqua marketing automation system.

Team Lead

Confidential

Responsibilities:

• Converted Microsoft Dynamics CRM 4.0 to 2011 with down time limited to 1 week of read-only access and User Acceptance Testing completed on schedule with very few issues discovered. Migrated to new 64-bit server environment.
• Managed 7 person CRM team; offshore developers, onshore developers, junior business analysts, help desk personnel and System Center Configuration Manager engineers.
• Determined appropriate Dynamics CRM technical solutions for various business requirements with preference given to standard entities, customization, and configuration.
• Reviewed and approved all requirements documents and modified the technical approach when necessary.
• Staying within the Dynamics CRM platform yielded a stable, low maintenance, high performance system sustainable across time, departments, and developers.
• Led Joint Application Design sessions with executives, managers, end users and developers.
• Strategically engaged a few executive users at a time until Dynamics CRM gained traction and became the tool of choice for partner relationship management initiatives across the organization.
• Oversaw design, testing and installation of Dynamics CRM for Outlook to 200 PCs via System Center Configuration Manager.

Senior Financial Services Analyst

Confidential

Responsibilities:

• Worked alongside executives and users to analyze the legacy system and distill the company’s needs, wants and ‘nice to haves’ into prioritized technical requirements for the initial deployment of Dynamics CRM 4.0.
• Ensured that requirements and issues were identified, tracked, and resolved in a timely manner.
• Agile methodology allowed executives, users, business analysts and developers to appreciate regular progress and quickly reveal when the project was not progressing.
• Designed CRM workflows to assign required business process steps to various staff throughout the life insurance sales cycle.
• Designed test plan for migration of monthly reporting facility from mainframe to UNIX.
• Provided business process support and subject matter expertise in financial planning and investment management.

Senior Manager

Confidential

Responsibilities:

• As assets under management increased 30%, technical improvements allowed elimination of 2 full time operations positions.
• Delegated tasks to team of developers and clerical staff according to their skills and initiative.
• Gained significant operational efficiencies by integrating the ACT CRM (proprietary database) to Advent Axys (flat file investment management) and the custodial system (Paradox).
• Collected and normalized critical data scattered across ACT and various spreadsheets into one centralized, scalable MS Access database that is still in use as of 02/2017.
• Generated weekly and quarterly paper and electronic client reports.
• Followed Global Investment Performance Standards (GIPS) to calculate and report monthly time weighted returns.
• Improved compliance and audit procedures by replacing visual inspection of paper reports with database queries and standard tests.
• Streamlined monthly investment performance calculation from a manual 2-day process to an automated 2-hour process.
• Streamlined quarterly billing from a 4-day clerical task to a scalable and auditable 4-hour task. Decreased quarterly report generation time from 15 days to 5 days.
• Replaced clerical tasks with macros, scripts and scheduled tasks.
• Replaced manual entry of transactions held outside of main custodians with downloads and imports.
• Tested several different rebalancing and trading systems then chose iRebal as the ideal solution.
• Installation of iRebal as the firm wide trading system allowed the redirection of significant resources from clerical tasks to client service.
• Reconciled tens of thousands of individual securities held in thousands of retail accounts at dozens of custodians.
• Securities included, stocks, bonds, mutual funds, exchange traded funds, variable rate securities, mortgage backed securities, and collateralized debt obligations.

System Administrator

Confidential

Responsibilities:

• Managed daily data flow between Metavante (mainframe trust accounting), Advent Axys (flat file investment management) and Advent Moxy (SQL order generation).
• Developed, implemented and maintained daily processes to ensure data integrity.
• Analyzed and re-engineered the Trust Department's compliance process to ensure that personal trust accounts were reviewed annually for proper documentation, asset allocation and investment risk management.
• Ensured the system was consistent with industry best practices, internal bank policies and Title 12, Part 9 of the Code of Federal Regulations.

Database analyst

Confidential

Responsibilities:

• Member of a team that converted DOS-based CRM to Goldmine, the first SQL-based CRM.
• Extracted data from a legacy system with limited reporting functions by working closely with developers, data providers and vendors.
• Designed custom reports that decreased quarterly processing time by several days.
• Re-engineered the firm’s proprietary financial planning tool - a custom Excel application used by financial planners and their assistants.
• Supervised and trained data entry clerks and end users in new systems.