Debi Shafer Email & Phone Number

United States

Remote

• Led strategy sessions to understand client’s CRM needs and challenges, elicited business requirements, and translated those into detailed functional and technical documents.
• Conducted rigorous testing sessions for CRM changes and enhancements, allowing the identification of areas for improvement, addressing usability issues, and refining the overall user experience.
• Created custom training documentation and provided end-user training, both onsite and remotely, for all changes and enhancements made to CRM.
• Restructured the Helpdesk process for CRM for a more streamlined workflow, which reduced resolution times and optimized resource allocation.

Gig Harbor, Washington, United States

• Consistently demonstrated the ability to lead and facilitate the seamless implementation and adoption of electronic health systems across diverse healthcare settings and organizations, empowering healthcare.
• Successfully obtained monetary compensation for multiple organizations for Meaningful Use by orchestrating a comprehensive initiative that ensured seamless integration of electronic health records (EHR) systems.
• Supported an enterprise Dynamics CRM system through a combination of proactive maintenance, regular system updates, and strategic enhancements.

Denver, Colorado, United States

• Participated in multiple project lifecycles, from initial assessments and strategic planning to customization, testing, training, and ongoing support.
• Designed and implemented multiple templates to facilitate comprehensive and efficient business requirements, functional and technical specifications, and testing processes.

Sarasota, Florida, United States

• Supported an enterprise Dynamics CRM system through a combination of proactive maintenance, regular system updates, and strategic enhancements.

Castle Rock, Colorado, United States

• Part of a team which successfully implemented the internal Dynamics CRM system for Sales, which enhanced organizational efficiency, increased productivity, and drove revenue growth; provided continuous support in.
• Played a crucial role in the collective effort of multiple Dynamics CRM implementations by providing effective assistance throughout the project lifecycle, including participating in requirements gathering, data.

Denver, Colorado, United States

• Showcased my versatility and ability to contribute across various facets of the business by wearing multiple hats while working for a startup company.
• Spearheaded the meticulous requirements gathering process to ensure the successful alignment of the system with organizational needs.
• Played a key role in migrating from SAP CRM to Salesforce.com, including understanding the unique requirements of each department, conducting data mapping, cleansing activities, and overseeing the functional and.

Greater Denver Area

• Played a key role in the migration from Dynamic CRM 2005 to Dynamics CRM 2007, navigating the complexities involved in transitioning between different versions of the CRM system.
• Provided custom end-user training of the new Dynamics CRM 2007 system to HQ staff members.
• Actively engaged in researching and training on new software, demonstrating a commitment to staying abreast of technological advancements.

Bss, Criminal Justice

A.A.S., Criminal Justice