An independent CRM consulting company providing clients with excellence and an individualized approach. I work closely with each client to develop systems that maximize the value and utility of their data. Representative clients and references available upon request.

Teach courses on Dynamics 365 CRM for professional education company

Long-term consultant serving as outside resource for CRM projects, sales and demos, and expanding company’s Dynamics capabilities

Long-term independent consultant assisting with pre-sales, demo presentations, and CRM projects.Serve as outside resource for CRM implementations.

In-house work (2008-2009): Technical sales lead for the company’s new CRM DepartmentIndependent consultant (2009-Present): Provide CRM expertise as needed for company’s projects. Assist with CRM sales and marketing efforts.

• Engaged with clients to analyze current systems and document requirements • Wrote Vision Statements for prospective and pilot engagements referencing SharePoint, CRM and Business Intelligence technologiesRepresentative ClientsWaste Management Client: Built a data warehouse to convert from manual spreadsheet reporting to dynamic SQL and Cube analysis, utilizing SQL, Analysis Services, Performance Point and SSRS.Wholesale Client: Conducted interviews to provide a Vision Statement for SharePoint, MSCRM and data warehouse deployment.

• Implemented and customized Microsoft CRM 3.0 and 4.0• Client management, including writing client proposals and statements of work• Data analysis and integrationRepresentative ClientsMedical Devices Client: Architected and designed a Siebel to MSCRM migration. Interviewed and documented data processes, led team to implement MSCRM customization. Ported over all company data from Siebel to MSCRM. Integrated Great Plains Accounting with MSCRM on real time basis. Separated data of two distinct businesses that were previously incorrectly combined as one into their separate multitenacy architecture. Authored Marketing and Sales Reports in SSRS and Analysis Services. Formed and deployed dashboards using Performance Point, Pro-Clarity, and Report Writer.Health Club Client: Led the redesign of the data integration processes between MSCRM (sales management) and the Club Custom Systems (membership management). Authored custom reports utilizing SSRS.Manufacturing Clients: Designed and assisted in selling a proof of concept MSCRM design, including data integration with Microsoft Great Plains and eCommerce website.Designed and assisted in selling a proof of concept MSCRM design, included data integration with SAP’s manufacturing module, an accounting system, and a custom-built hosted vendor management system.Telecommunications Client: Provided consulting services for planning an integration between MSCRM and a custom Order Processing system.

• Complete client and project management • Implemented and customized Microsoft CRM 3.0• Custom report development • Data integration across various CRM and accounting software solutionsRepresentative ClientsHealth Care Clients: Upgraded, deployed and redesigned MSCRM 3.0 from version 1.1, led interviews to document processes and reporting needs, authored SSRS reports and executed data clean up through SQL.Interviewed and documented numerous data processes, designed and deployed MSCRM, deployed SharePoint for document storage, utilized InfoPath Forms to capture non-conforming information. Implemented business related Workflows, utilized SQL 2005 to create a data warehouse for central reporting. Used Scribe data integration services to create near-real time data integration among different internal systems, MSCRM and data warehouse. Investment Funds / Real Estate Clients: Interviewed vested employees, documented and designed a Deal Management and Estate Tracking system utilizing MSCRM.Led data migration process to assist a platform change for company’s product’s proof of concept.Salvaged a botched deployment of MSCRM, redesigned and redeployed the system with additional functionality and various custom SSRS reports.Education Clients: Interviewed and then designed a system to track Intellectual Property owned by the university utilizing MSCRM.Data Migration and validation of campus-wide billing inaccuracies of various phone providers, utilizing Scribe, SQL, SSRS, ASP.Net, JavaScript.Telecommunications Client: Assisted in interviewing, designing, deploying MSCRM system to track agent-to-provider wholesale phone agreement transactions. Designed and deployed internet-facing deployment of SharePoint utilizing the ASP.NET Form Authentication methodology, utilizing Scribe, SQL, SSRS, JavaScript, ASP.Net.Non-Profit Client: Architected an ACT to MSCRM migration. Moved all data from ACT to MSCRM utilizing Scribe, SQL and XML tools.

• Customized Onyx CRM for clients working with ASP/VB/SQL/JS/C#• Customized in-house software solutions for clients in ASP.Net

A web strategy consulting firm specializing in technical keyword marketing services to medium-sized eCommerce sites, Search Engine Optimization (SEO) www.spidersplat.com• Developed and maintained client relationships during and through the sales cycle• Helped manage offshore software developers in Russia and India to develop key software solutions to meet company and client needs

Sales

A multimedia and web applications development house, specializing in the creation of web sites, and eCommerce systems www.alert.com.mt• Full design and data integration of standard and eCommerce websites

An international distributor of electronic components http://www.silmanet.com/en/• Researched product cost structure, gathering first and secondary information on product specs, freight cost and duty costs for international shipping• Redesigned a SQL database from its beta version to meet current business needs• Developed in Moscow, an online quotient system that gave customers and sales staff complete product information on weight, diameter, price and shipping costs

Industry leader in streaming video solutions; integrated with Lycos.com, excite.com, people2people.com and other top Portals www.videoshare.com • Developed the quality assurance department for the company• Researched and reported on the technological progress of competing companies• Wrote white papers describing the company’s current products