Allan Stevenson Email & Phone Number

Lafayette, Indiana, Us

Austin, Tx, Us

• Steelcase – Multinational D365 CE Solution and Integration design documentation. POC integration of Sales, Field Service and Business Central.• Arthur Health Care – Cloud Architect for existing MazicCare D365 implementation • District of Columbia Kinship Navigator Project – Designed, developed, and delivered greenfield D365 CS and Power Pages.• Dell project – Greenfield, International Multilingual, 100,000 user, enterprise-wide, custom Training Endorsement Model App with Flow, Canvas, and Custom Page components.• Montgomery and Prince George Parks – Integration project to and from Infor’s Enterprise Asset Mgt system through the ION integration platform using Power Automate REST calls.• Prince George Parks project – Greenfield D365 Customer Service implementation, SLA, Routing Rules, and Power Portal.• Lerch Bates project – D365 Field Service enterprise integraiton, SSIS, and Power Automate.• City of Houston project – Greenfield Multilingual Power Portal and Customer Service.• Oxy project – D365 On-Prem to Online guidance and custom development.• Catapult internal – Marketing integration using SSIS with Marketo• On-Going Technical Pre-Sales for D365 Customer Service, Field Service, Project Operations, Portals, Power Apps with large contract wins worth over $1m for Public, Education, Elevator Service industry, IT, and Energy sectors.• Lead Dynamics architect on the 10-person CLEAResult team. CRM Techno-Functional SME. Policy recommendations to business. Developed D365 migration plan. Consulting to migration vendor.• Designed and created: subscription-based Option Set filtering capability, subscription-based Processes, Dynamic Email Template plugin.• Created XRMToolBox app called Process Search that allows users to search information inside Workflows, Dialogs, BPF, Power Automate flows.• Azure Dev Ops backlog creation, Release Process for Production D365 deployments.• Leading, mentoring and tasking internal and external resources on customizations.

Austin, Tx, Us

• Led the stabilization effort of CLEAResult’s CRM 2015 installation by implementing best practices. • Discovered the incompatibility of Application Insights Status Monitor and CRM 2015 on Premise resolving the inability to import solutions.• Email router performance improvement resulting in current emails instead of a 3 day wait.• Best practice recommendations: Limit data extractions that were hammering the system. Plugin and Integration refactoring to limit redundant updates and attributes. Refactor plugins for isolation Mode (sandboxed). Refactor workflows to remove wait steps. Remove system admin rights from standard users. Migrate to Dynamics 365 online or at the very least update CRM 2016 to SP2 on premises. Update Add-ons to fix bugs including FieldOne and ADX Portals. Use their SCOM system to monitor CRM. Redesign the data security model limiting to least needed privileges.• Led and planned the effort to Migrate to Dynamics 365.• Cleaned up the 50+ Plugin code to be able to build the VS solution. • Resolution of tens of thousands Failed and Suspended workflows and plugins.• Helped IT team point Azure based On-Premise CRM servers to an Always-On migration of the SQL database.

Consulting on various Dynamics CRM Projects

Franklin, Tn, Us

• Developed SDLC Process to use isolated development orgs, automated tests, limit solutions, patch solutions, integration org, Developers Toolkit, source control patches, and managed solutions for VGT’s Dynamics CRM 2016 Online instance.• Planned upgrade to Field Service from Field One.• Discovered Invalid Layering in the production environment.

Houston, Texas, Us

• Best practice recommendations: Use on premises development server(s), limit auditing, create data archiving plan, use quick create forms to simplify data entry, create user onboarding/offboarding process, use 64-bit Outlook Plugin and don't edit CRM solution xml files and CRM SQL database directly.• Suggested refactoring of CRM plugins to: Use error handling, test for proper registration, early binding, and to use NuGet for project references.• Discovered invalid layering in their Dynamics CRM 2016 Online production and sandbox organizations. Recommended greenfield on-premise installation because of online limitations and ad-hoc customizations.• Worked with the IT team on upgrading their infrastructure to support the implementation of the hybrid (CRM cloud to on premise Exchange) Server-Side Synchronization CRM feature and an on-premise CRM development server installation.• Set up and customized Sales Goals and Opportunity entities to create a customized pipeline sales report that combined those goals and opportunity data.

Detroit, Michigan, Us

• Senior Development Lead on a team of 25 responsible for the overall Dynamics CRM implementation. This is multinational implementation of CRM 2015 to help field management division improve overall dealer performance and variable margins. Additionally, helped with another team of 20 to develop a global fleet sales management CRM implementation. For both teams, I consulted on logical architectural designs, data modeling, development, integration, migrating Dynamics CRM 2013 to 2015, reporting, deployment, as well as mentoring junior developers. Customer facing lead on the retail standards variable margin module. Light administration of agile TFS user stories and tasks. • Highlights: Designed and built method to capture custom events into a history entity for tracking and reporting. Designed CRM module to perform variable margin approvals into existing ROSA application. Designed and developed user management hierarchy, territories and access teams so when a user is assigned a territory a plugin places them into the access teams of dealers in that territory. Used IBM Sterling and Kingsway Soft for SSIS to: integrate Active Directory information to update a users’ manager and other data, legacy system file based integration, data migration from Dynamics CRM 2013 to 2015. Developed reporting solution for ROSA using fetch xml based SSRS reports.

Detroit, Michigan, Us

• Designed, developed, and delivered GM’s Retail Operating Standards Assessment management system that GM uses to manage dealer incentive requirements. The system is a multinational, more than 1000-user application, built using the Dynamics CRM 2013 Marketing and Case management features. • Held international business facing team project and demo meetings with customer.• Leading, mentoring, and tasking senior and junior resources on customizations, workflows, fetch reporting, business rules, developing JavaScript, and testing. • Developed Plugins: After creating a campaign distribution email, attached a file to it, and cc’d other parties. Before distributing that email, create an assessment case(s) and set the email regarding to that case. After creating a case then associate DOS requirements to the case. Capture an incoming email MS Excel attachment, parse the sheet data into CRM, and create a case if needed.• Heavy data analysis and creation of files for initial data imports.• Performed scrum master duties using TFS to create user stories, assign project tasks, and track sprints.

Austin, Texas, Us

• Workflow and form customizations. Heavy JavaScript to facilitate multiple record creation process. • Mobile app consultation helping client understand issues with using the same form as the web client.• Discovered performance issue with plugins that run on every entity create, associate and disassociate and recommended registration for only the entities that need it.• Proof of concept using of Able Bridge Editable Grid Add-on.• Instrumental in discovering a major bug in CRM where a solution that was created in an organization with SP1 feature updates, can be imported into an organization that does not have the SP1 feature updates which causes invalid solution layering.• Created PowerShell scripts to disable and delete CRM DB, create orgs, change data and add settings using Deployment packager packages and Configuration Migration tool for creating data.• Coaching of coworkers.

• Consultation on ALM, infrastructure, functional design, integration, development, problem solving and performance of the Dynamics CRM 2013 installation.• Documented best practice performance standards for CRM 2013 that helped finally resolve an issue with the BizTalk system that was retrieving a MB per call with multiple calls per record.• My second day I successfully resolved an issue with workflows not running, this allowed customers to make purchases after several days of not working.• Recommendations in no particular order: new data model for loyalty card entities; functional design using multiple Case forms and business process flows; use of business units, subjects, products, and services for cases; use of sales module to replace legacy system; use hotfix org for production bug fixing; on premise infrastructure improvements including using Back End servers, reporting servers and a possible API server; creation of a Configuration Settings entity for plugin configuration per environment; fixing of SPNs for QA server; use of universal desktop to help case workers issues with several disparate systems for faster case resolution; use of knowledge base; update CRM 2013 from UR 1 to SP1 UR1; use of CRM SME while designing new functionality; design and plan for the enterprise, use solution packager and TFS for component versioning and possibly continuous integration; use TFS for Lab Management and automated testing to improve time to release and regression testing; use developer’s toolkit for VS CRM projects; use AdxStudio’s pre-built Web Site that is already integrated with CRM for Web Sign up instead of developing it from scratch; • Identified major risks to the next project concerning using the same integration approach that failed before. Recommended Pub Sub messaging with BizTalk for near real time integration with external systems and SSIS Data integration for bulk nightly loads.

Planning and executing CRM 4.0 to CRM 2011 migration tasks including, Database migration, ADFS 2.0 installation, Internet Facing Deployment, Email Router upgrade and configuration, CRM for Outlook upgrade. 3rd Party add-ons and plugin migrations including Access Hoovers, D&B360, Workflow Manipulation Library, Cascade Wizard, as well as Workflow and Entity customizations.

Charlotte, North Carolina, Us

• Guidance with custom entity data model and overall CRM 2013 system design and extensions.• Complex plugin development and JavaScript form customizations.• CRM customizations including dialogs, workflows, entities, views, ribbons, and navigation• Recommended and used TFS online for the agile scrum process as the ALM solution.• Advised on the use of VS 2012, Dev Ops infrastructure, Dev VMs, merge orgs, libraries, tools, and 3rd Party add-ons including Able Bridge editable grid, ADX Studio productivity pack, lookup preview…• Internal “Comag Wizard” Web Application ASP.Net MVC 3 development.

Seattle, Washington, Us

• Working with the Product Management team I successfully proposed the use of Dynamics CRM as a part of the core APHP Product instead of developing duplicate functionality in the portal.• Acting as the Dynamics CRM SME: I successfully solved Avanade’s software assets’ initial integration incompatibility with APHP’s CRM implementation; Developed strategies addressing the issues with the initial implementation of Dynamics CRM into APHP; Partially redesigned the data model used in CRM and the BizTalk mapping to fix bugs and to support upcoming releases of the Care Management, Medically Needy, TPL Case Management, and HCBS Waivers case management requirements. Worked with Accenture's APHP Product engineering leadership team and Avanade's CRM team to use some or all of Avanade's CRM assets for the APHP Case Management component.• Working with product engineering team I supplied strategies to improve the core APHP application architecture, development processes, and infrastructure architecture. Including recommendations for: Distributed transactions with durable messaging across the platform to fix data consistency and concurrency issues; Use message and/or transport security for message encryption; Use of CQRS pattern for contention issues, Use of a shared configuration database to reduce platform configuration complexity; High Availability server architectures for BizTalk, CRM, SQL Servers respectively; Created tech arch artifacts including: the APHP Platform Architecture diagram; the APHP Technologies, Skills and Role Matrix for Training;

Seattle, Washington, Us

• As a member of the Long-Term Care Basic Enhancement Team I Wrote and modified SQL queries, T-SQL scripts and Stored Procedures for the March and July PL1 conversions, PL1 duplicate discovery, data mining and analysis. I helped with analysis of the TMHP Portal internal services data sending issue when calling the DADS Service. Wrote a method that used the parallel multithreading .net library to improve efficiency of the PL1 conversion batch program.

• As the MS Dynamics CRM 2011 team lead at the Veterans Administration (VA) Financial Services Center I successfully delivered the Dynamics CRM 2011 based Payroll and VATAS Support Systems (PVSS). • I designed the CRM data model with custom entities as well as the production infrastructure. I developed the employee self-service Web portal, plugins, and custom workflow activities using C# .Net 3.5 and the CRM SDK. I created the new case forms and customized those using JavaScript and custom fields. I created workflows, email templates, some web resources and custom reports. I customized the sitemap and ribbons based on user roles. I separated these customizations into 4 managed solutions for production. I designed the custom roles based on each departments’ business unit Case types. In addition to the initial design development and implementation, I was responsible for administration, maintenance, training and some project management. This system was delivered on time and under budget all while losing resources and keeping the customer happy. • After the implementation I put together and led a team to successfully deliver enhancement and maintenance efforts. • PVSS is a VA Employee centric Case Management system. It is used by the VA Time and Attendance system and the nationwide Payroll support teams here at the FSC and in Washington. The system supports approximately 350,000 VA employees handling multiple types of Cases by around 75 users. • PVSS is a composite enterprise application that is composed of MS Dynamics CRM 2011 on premise, custom managed solutions, a custom ASP.NET(C#) self-service portal, browser and Outlook clients, an email router implementation, and custom Active Directory integration.• The Portal uses CRM Rest and Soap service endpoints to create and list cases. It uses active directory employee user data to create CRM contacts.

• I developed an ASP.NET MVC3 Web Application for the administration of the Texas Department of State Health Services (DSHS) Healthcare Associated Infections (HAI) Registry. I used SSIS and RapidMiner to transform data imported from the CDC's National Healthcare Safety Network (NHSN) into a SQL Server 2008 R2 database for example data. I mapped those tables into objects using Telerik's OpenAccess Open Source Object Relation Mapping (ORM) tool. I used Linq extensively to filter and manipulate the lists of created objects for use in the next sequence of data to generate. I then converted the project into a Windows desktop application as the requirements were modified.• I created a proof of concept web application to demonstrate the practicalities of using the web service integration capabilities of Consilience Software’s Maven application for the DSHS HAI web sites. I used MSDN's XML Schema Definition tool to extract an object graph of the Maven Integration Format from the MavenWebservices.wsdl to use with serialization. I created a proxy service to access the Maven Integration Interfaces. Instead of WCF, the proxy used standard web requests and responses because Maven does not return document type info in the soap response which WCF requires.

As the Technical Lead for Dun and Bradstreet's DnB360 service product while working for Hoovers Inc. I was responsible for overseeing vendor’s development work from a technical perspective. I worked with offshore vendors CRM Data Products and Enapsys providing recommendations and strategies for development and implementation of the Dnb360 CRM custom common framework and plug-ins for Oracle CRM on Demand, Siebel CRM, and SAP CRM. I also worked with Sonoma Partners and their development of the Dnb360 Product for the Microsoft Dynamics CRM platform.

• While retained by VSolvit (VSolvit.com) I authored a Rough Order of Magnitude (ROM) proposal for their client the U.S. Navy. The proposal included a proof of concept project plan, proposed feature set, estimated costs, and a high level representation of a Service Oriented Architecture (SOA) for a distributed composite application. The proposed system will automate processes using business process execution combined with human interactive work flows based on business rules and system events via a Business Process Management (BPM) system. The system interoperates across a heterogeneous environment that will include integrating intermittently disconnected remote systems that queues messages, Remedy Help Desk software, and other custom systems using an Enterprise Service Bus (ESB). The recommended tools to implement the solution included Enterprise Application Integration (EAI) products from Vitria, JBoss and Microsoft’s Biztalk/SharePoint.• Working with our client olehenriksen.com I successfully integrated the Word Press blog application into their existing ASPDotNetStoreFront eCommerce web site. Their issue was the BlogEngine application did not have the features they required. Challenges: WordPress is PHP based and the site is ASP.Net based. The data needed to be transferred from xml data to a MySql database. The theme had to remain the same. Review at www.olehenricksen.com.• Working with our client Treasure Hunter on emergency short notice I redeveloped parts of the ASPDotNetStoreFront eCommerce web application to the working system that was in place just a few days prior. The issue was the previous developer somehow broke the system and the client needed the site restored to the way it was. The challenge: They had fired that developer and he had left no documentation and no backup files. Review at www.treasurehunter55.com.

Working with the Quality System team I helped architect the SSME Transition Excess Offload Web Application and maintained various other web applications. I helped re-engineer the Integrated Operability Toolbox Web Site from an ASP application to a .Net Web Application using Developer Express UI controls and ORM Data components. Concepts used SDLC, OOA, OOD, OOP, ORM, Patterns, and SOA. Tools used were Visual Studio 2003 - 2008, Developer Express Components, Business Objects XI (Crystal Enterprise), Toad, Visio, and MS Office.I wrote the proposal, project plan and prototype designs for the project manager which was then awarded to our Quality team to re-engineer the Integrated Operability Toolbox Web Site from an ASP application to a .Net Web Application using Developer Express UI controls and ORM Data components.

• Working with the Business Systems Financial team, I helped create several multi-tiered financial Web Applications for the Pratt and Whitney Rocketdyne accounting department.• Duties included gathering requirements, architecting, designing, building, testing, implementing, maintaining and documenting.• In the process of creating 8 Web Application Modules, helped create an internal framework and custom controls for the teams, while staying within each of the teams’ constraints and consistent page design.• Developed data driven Crystal Reports for said modules both stand alone and hosted on BO servers.• Created an architecture that combined Microsoft’s Patterns and Practices’ Web Client Software Factory, Developer Express AJAX and Object Relational Mapping components, a custom Security Provider that consumed an external Web Service for Role Based Access Control that handled authentication and authorization, along with a profile provider into an enterprise architecture prototype for the group.• Principal in migrating the Business System team’s development environment from VS 2003 -.net 1.1 to VS 2005 - .net 2.0.• Led the advocacy, evaluation, recommendation and implementation of the Developer Express Components into both team’s tool sets.• Personal training and mentoring of less experienced team members. • Received 5 Instant appreciation awards within 2 years.• Technologies: VB.net, C#, ASP.Net, ADO.Net .Net Framework 1.1, 2.0, 3.0, Developer Express components, AJAX, Oracle 9 - 11, SQL Server 2005, MS Web Client Software Factory, MS Enterprise Library, SAP, VB 6, VSS, IIS 5 – 6. Concepts: SDLC, OOA, OOD, OOP, ORM, Patterns and SOA. Tools: Visual Studio 2003 - 2008, Developer Express Components, Business Objects XI (Crystal Enterprise), Crystal Reports, Toad, Visio, and MS Office.

Responsible for the entire life cycle from concept to implementation of Internet-Intranet business solutions for small to mid size businesses. Including sales, architecture, building, testing, launching, training, and monitoring of our clients solutions. These solutions included technologies from off the shelf products and customizations, to new development. Developed and customized various web applications using a variety of technologies including VB.net, ASP, J2EE, JSP, JDBC, Java, PHP, SQL, HTML, DHTML, CSS and JavaScript. Developed database centric web applications using Oracle, MS SQL Server and MySQL databases on Windows 2000 2003/IIS 5 6 and Linux/Apache platforms; Maintained relationships with product vendors to facilitate complete customer satisfaction with customized software support issues. Designed and implemented data, and PBX style Voice over IP telephone networks for clients. Web Mastering skills setting up reseller hosting environment using HSphere and Plesk web hosting control panels. Open Source web application customization skills with Sugar CRM, Joomla/Mambo, vTiger, Zen Cart, osCommerce, and ATutor.

Primarily responsible for architecting and developing SQL based intranet systems from concept to implementation through Data modeling ERD using ERWIN. Creation and manipulation of database structures and stored procedures using PL/SQL scripts, performance tuning SQL statements, and backup and recovery of the Oracle RDBMS. Developed software and web applications using VB.net, ASP, J2EE, JSP, Servlets, JDBC, Java, SQL, HTML, DHTML, and JavaScript technologies respectively in accordance with SEI level-3 certification. Comprehensive customer consultations on Information System strategies. Responsible for delivering on time, quality, technical solutions. Using J2EE Enterprise Java Beans along with the Apache Struts framework and an Oracle database backend we architected the Engineering Document Database that tracked AutoCAD Drawings and other Engineering related documents and their metadata.

Leading a team of developers we designed and developed the following: The T2 Modification Office Automation system that automates the T2 Modification Office procedures that includes tracking aircraft modifications, and aircraft that are released for flight temporarily. The Government Project Tracking System that is basically a web based timekeeping system for contractors. The IMIS Security Web Application that provides a centralized system for access control to the IMIS system. Database Migration from MS Access based Timekeeping and Document Tracking systems to Oracle. System Administration of the Oracle RDBMS, Netscape Enterprise & Directory, JRun Java Servlet Engine, Crystal Enterprise, Linux, and NT 4.0 Severs respectively. Implemented tools and policies in accordance with SEI level-3 certification. Instrumental in winning a half million dollar contract for CSC to hire two more developers to expand the project.

Certifications, Dynamics Crm 2011

Education record

Mcpd, Computer Science

Diploma, Systems Administration

Education record