Purely CRM | Part of Endeavour Solutions Inc
- Facilitate requirements gathering sessions
- Design powerful best in class Dynamics 365 and Powerplatform solutions
- Conduct various levels of end-user centrallized training.
- Document and issue business process mapping
- Utilizing Use Cases, Process Maps, and Test Cases to coordinate project tasks.
- Work with the CRM Team and Client using Agile methodologies.
BDO Canada LLP | BDO Consulting
- Planning sessions to identify requirements
- Design of Dynamics CE to meet client requirements
- Dynamics CE Solution Configuration
- Solution Testing and Documentation
- User Training including user training documentation
- On-site client support
- Remote client support
- Liaising directly with the client stakeholders to understand their business processes and requirements
- Collaborating with technical team-members to define best in class solutions
- Supporting project management in the delivery of on-time and on-budget deployments and Assisting clients deploy solutions that help transform their organizations
Eperformance Inc.
- Subject matter expert on customizing and configuring Dynamics 365 and PowerApps
- Utilize multiple technologies to generate web portals using Microsoft PowerApps
- Efficiently manage multiple workloads and multiple project tasks
- Coordinate tasks alongside stakeholders, to meet deadlines and milestones
- Utilize multiple ETL applications (Kingsway, etc.) to facilitate data migration tasks
- Coach colleagues and users on Dynamics 365 and PowerApps best practices
- Generate and maintain software and system documentation, suitable for the end user and developer
Toronto Region Board of Trade
- Coach users on best practices and promote data policies
- Coordinate tasks alongside stakeholders, to meet deadlines and manage milestones
- Takes charge of developing strategies, focusing around business problems
- Lead internal working groups for two Microsoft Dynamics system upgrades
- Technical lead on multiple projects, affecting: website, CRM
- Manages vendor relationships and act as liaison between the organization and vendors
- Designs business intelligence dashboards for departmental stakeholders
- Facilitated updates, SQL queries and policy updates utilizing Microsoft Servers
- Lead creative solutions and workarounds to end user issues
- Provide percise Tier 1 and Tier 2 support utilizing ITIL best practices
Salentica Inc.
- Planned and arranged CRM solution upgrades with stakeholders
- Coach users on best practices and custom functionality
- Compiled and organized multiple knowledge base articles
- Identified problems and coordinated well-contructed solutions
- Advised clients on product enhancements and system upgrades
- Trained colleagues and clients on product features
Received Advanced Diploma in Computer Systems Technology, Systems Analyst
Sheridan College
Courses included: Project Management, Business Intelligence and various programming classes