Sr. Solutions Architect

• Apr 2021 - Present

Solution Architect

• May 2018 - Apr 2021

Implementing Dynamics 365 Customer Experience as part of an enterprise implementation program.

CRM Solution Architect | Marketing Automation Project (Contract)

• Mar 2016 - Sep 2018

• Contracted to develop marketing automation and strategy for busy ERP practice, including identification of market segments, buyer profile development, and messaging. • Revamped corporate website to support new marketing campaign. • Managed numerous online marketing campaigns using social media. • Designed and produced marketing copy, content, and assets such as landing pages, lead magnets, tripwires, reports, whitepapers, and articles. • Automated and integrated multiple marketing campaign sequences into corporate CRM platform. • Saw a marked increase in sales (25% gain) and traffic to website. Show less

CTO

• Jun 2017 - May 2018

Executive technologist for a leading-edge, finance and supply chain management start-up, focused exclusively upon the construction vertical. We are presently developing a one of a kind solution based upon blockchain elements, Microsoft Azure and Microsoft Dynamics 365 portal technologies. Our objective is nothing less than to meet and facilitate the disparate business needs of all members of the construction industry - including trades, merchants, financial institutions, and professional service providers, all within one platform. Duties: • Strategic requirements analysis. • Architectural design. • Vendor relationships and management. • Portfolio management • Management of technical and design team. • Overall responsibility for the successful design and delivery of platform technologies. Show less

Solutions Manager

• Jun 2013 - Jan 2016

• Managed and lead CRM technical and analytical implementation teams to the successful completion of complex, enterprise-wide deployments of Microsoft Dynamics CRM - both online and on-premises.• Architected multiple enterprise-level Dynamics CRM implementations in multiple industries including insurance, oil and gas (production and services), and agriculture.• Sold solutions and services to multiple new and current customers.• Maintained effective and close relationships with key clients of the practice.• Developed and/or adopted new products and services for the practice. • Recruited and trained junior and intermediate Dynamics CRM consultants (functional, technical, and developers) to become proficient, customer-facing members of the practice.• Implemented and trained approximately 30 team members in a new analysis and design methodology that was adopted across the National practice. Show less

Senior Consultant (Dynamics CRM)

• Jun 2012 - May 2013

• Acted in the capacity of Senior Business Analyst/Senior Functional Consultant in the implementation of multiple enterprise-level Dynamics CRM and customer portal implementations as part of the National CRM practice.• Managed analyst/functional consultant teams during the implementation of Dynamics CRM projects. • Conducted customer training on Dynamics CRM related topics.• Contributed to project sales proposals and acted as pre-sales support.

Co-Founder/CRM Practice Manager

• Jan 2004 - Jun 2012

• Analyzed, Architected, and Implemented some of the first Dynamics CRM projects in Western Canada. • Lead a multi-disciplinary team of Dynamics CRM implementation experts. • Won Microsoft Canada Impact Award in 2005 “Rookie of the Year – CRM” • Conducted customer training on Dynamics CRM related topics. • Contributed to project sales proposals and acted as pre-sales support. • Presented to numerous industry-related conferences on behalf of Microsoft Dynamics CRM. • Managed Microsoft licensing and acquisition on behalf of clients. • Developed Dynamics CRM-specific products for the open market. • Consistently increased sales volumes and gross revenues year over year. Show less