Malcolm Mcauley Email & Phone Number

Kitchener, On, Ca

- Oversee the administrative duties for the Dynamics CRM application- Explore, design and implement ways to leverage the Power Platform- Maintain daily system functions- Work with users to ensure business needs are being met- Design and implement workflows, views, charts, dashboards and reports- Plan system enhancement initiatives based on business requirements- Collect, document, and maintain business process documentation as it relates to systems- Provide direct… Show more - Oversee the administrative duties for the Dynamics CRM application- Explore, design and implement ways to leverage the Power Platform- Maintain daily system functions- Work with users to ensure business needs are being met- Design and implement workflows, views, charts, dashboards and reports- Plan system enhancement initiatives based on business requirements- Collect, document, and maintain business process documentation as it relates to systems- Provide direct leadership for the CRM and Customer Support Teams (5 team members)- Support the broader systems team and the evolution of Dynamic Communities systems infrastructure including D365 Sales, D365 Customer Service, Power Automate, Customer Voice, Microsoft 365, among others- Broad systems team includes the online community, event management systems, marketing, and ecommerce teams Show less

- Drive the evolution of systems related infrastructure for the BBBS network- Ensure quality assurance mechanisms were infused throughout the organization’s Accreditation program- Engage with local offices both individually, regionally, and provincially to understand organizational trends impacting the areas and support the offices in the development of plans to respond accordingly- Oversight of the Organizational Health and Vitality Assessment - a multi-faceted organizational… Show more - Drive the evolution of systems related infrastructure for the BBBS network- Ensure quality assurance mechanisms were infused throughout the organization’s Accreditation program- Engage with local offices both individually, regionally, and provincially to understand organizational trends impacting the areas and support the offices in the development of plans to respond accordingly- Oversight of the Organizational Health and Vitality Assessment - a multi-faceted organizational health assessment implemented across the BBBS network in Canada- Support the Strategy and Vision of the organizational through data analytics and trend analysis to set the foundation for a nation-wide exercise to develop a theory of change and refreshed mission and vision for the organization Show less

Burlington, Ontario

- Oversee implementation and refinement of Information Systems technology such as Microsoft Teams, SharePoint, OneDrive, as well as many Office 365 features and functions with an emphasis on technology that supports organizational efficiency and data-driven decision making- Oversight and management of the Information Systems department with direct reports and on-going liaising with various organizational departments- Requirement gathering, gap identification and fix… Show more - Oversee implementation and refinement of Information Systems technology such as Microsoft Teams, SharePoint, OneDrive, as well as many Office 365 features and functions with an emphasis on technology that supports organizational efficiency and data-driven decision making- Oversight and management of the Information Systems department with direct reports and on-going liaising with various organizational departments- Requirement gathering, gap identification and fix implementation- On-going system management including the development of new solutions to meet evolving needs- Led the continual enhancement of the Dynamics platform to respond and reflect organizational requirements in the realm of fund development- Facilitation of a nation-wide metric-based Performance Scorecard project including data extraction and analysist with a focus on business process efficiencies, all founded on data from within Dynamics- End-user training development, delivery, and eventual management of Systems Support Coordinator staff in the provision of support services to local offices for Office 365 and the Dynamics implementation- Extract data to respond to nationally and locally identified needs including assisting in the collection, analysis and reporting of statistics (trending, forecasting, organizational planning) - Development of specialized reports (both out-of-the-box and through Business Intelligence Development Studio) to respond to the needs of local and national offices- Familiarity with the integration of third-party solutions such as ClickDimensions, ADXStudio, XRM Toolbox, and various AppSource solutions Show less

- Responsible for the successful development and implementation of Microsoft Dynamics CRM as a Case Management System for member agencies- Support and system administration for 99 business units (850+ users) in the Dynamics CRM Online environment- Develop and manage the migration of data for member agencies transitioning to the CRM system- Facilitate the delivery of a timely and comprehensive training program using a variety of mediums- Ensure the success of the data migration… Show more - Responsible for the successful development and implementation of Microsoft Dynamics CRM as a Case Management System for member agencies- Support and system administration for 99 business units (850+ users) in the Dynamics CRM Online environment- Develop and manage the migration of data for member agencies transitioning to the CRM system- Facilitate the delivery of a timely and comprehensive training program using a variety of mediums- Ensure the success of the data migration process for all concerned member agencies- Liaise with member agencies and vendors to create development requirements, review and revise mock-ups; beta test developments- Manage user feedback and requests to ensure the system reflects the needs of users- Extract data to respond to nationally and locally identified needs including assisting in the collection of statistics as required (reporting, trending, forecasting)- General user base support for system functions- Ensure the highest level of customer satisfaction is met at all times Show less

- Ensure daily operation of the overall Casework Department- Research, develop and implement casework policies and procedures- Provide direct leadership and supervision of all community based programs and services- Research and develop programs and support services that meet clients needs and interests- Write grants and internal / community reports- Complete monthly, annual and ad hoc statistical analysis- Hire and supervise front-line casework staff- Liaise with… Show more - Ensure daily operation of the overall Casework Department- Research, develop and implement casework policies and procedures- Provide direct leadership and supervision of all community based programs and services- Research and develop programs and support services that meet clients needs and interests- Write grants and internal / community reports- Complete monthly, annual and ad hoc statistical analysis- Hire and supervise front-line casework staff- Liaise with many community agencies including Big Brothers Big Sisters of Canada- Conduct community presentations to partner agencies, major program and fund development sponsors, agency supporters, among others. Show less

Social Service Worker, Social Services

Social Development Studies