Lead Dynamics CE Consultant

• May 2022 - Present

Senior Dynamics CE Consultant

• Feb 2020 - May 2022

Dynamics 365 Consultant

• Nov 2017 - Jan 2020

Solution Designer

• Aug 2016 - Nov 2017

At CompanyNet my role is to engage with clients to understand their business requirements and from this understanding design solutions that enable collaboration and improved business processes. I work closely with clients to promote user adoption of Microsoft tools through user engagement and ‘early adopter’ practices. Role Responsibilities:  Office 365, SharePoint expert  Information Management consulting  Collaboration and knowledge management consulting  Training and solution adoption  Business analysis, workshop facilitation, requirements interpretation  Understanding and translating business requirements into a solution design and specification.  Office 365 Implementation, consulting, training, analysis and advice Show less

Business Analyst - Contract

• May 2017 - Sep 2017

My role for this contract was to provide Business Analysis support and Power BI expertise for Scottish Water’s Microsoft BI implementation and migration project. For this role I was required to:  Plan and run workshops with groups of end users across the business  Maintain the product backlog  Plan and run training sessions  Provide my expert Power BI opinion to inform decisions for build and implementation  Run business process mapping sessions to define user journeys, administrator journeys, development journeys and define user types Show less

CRM Consultant

• Mar 2015 - Jul 2016

As a Consultant I worked with both the Projects and Presales teams at Redspire to develop a Dynamics project from Proposal to Go Live to then supporting the live system. - Presales work: I provided tailored demos to clients to aid their understanding of Dynamics. - Requirements Gathering: I ran workshops to understand a client’s processes and gather client requirements. From here I map processes and create requirement documentation. At this stage any inconsistencies or waste in a client’s process can be spotted and highlighted. - Design: I used my understanding of a client’s needs as well as my knowledge of Dynamics to design and plan an implementation which would benefit the customer. - Build: I provided customizations, personalisation and automation. When required I would also build plugins and workflow activities using C#. - Implementation: To successfully roll out CRM to clients I provided training workshops and Post Go Live Support. Show less

Office & Events Manager

• Jan 2014 - Dec 2014

Office & Events Manager for a small, busy and thriving team within Scotland’s capital. Project Work including: Staff recruitment Office relocation and planning Website reorganisation Financial and CRM system changeover Management of interns Day to day responsibilities Including: Data Management: Record company and client data and generate into tangible reports Introduce and manage systems and processes Financial Management: Monitor and record expenses Manage receivables; debt management, small claims cases Manage outgoings and purchases Marketing Management: Strategize and explore marketing solutions Responsible for monthly newsletter as well as email marketing campaigns for specific events Social media manager Management of marketing materials; business cards etc Event Management: Host and organise interactive training events for delegates from SMEs across Scotland Source and book suitable venues for all Thrive event types Manage client bookings and payments Show less