• Expanded responsibility to cover all client-facing operations and services across all products, overseeing a global team of 32 employees in implementations, support, and development across Canada, USA, and the Philippines• Drove 31% YoY revenue growth (avg 2021-2023) across Dynamics 365 products despite COVID-19 impacts• Oversaw 107 successful ERP/CRM implementations (leading 12 of them directly)• Fostered a culture of teamwork, learning, and action as my team grew from 4 to 32 employees over 7 years• Named a finalist for 2024 Microsoft Global Partner of the Year for Dynamics 365 Business Central• Implemented new internal policies and tools to drive efficiency, automation, scalability, and more objective KPIs using an agile methodology• Built and maintained relationships with client executives to cultivate long-term partnerships• Architected a new licensing and registration model with our senior developers to protect our client-facing IP

• Responsible for all client-facing services (implementations, support, and development) for SMB products• Drove 67% YoY revenue growth (avg 2018-2020) for Microsoft Dynamics 365 products• Oversaw 76 successful ERP/CRM implementations (leading 16 of them directly)• Grew Dynamics 365 Business Central practice from inception in 2018 to being awarded 2021 Microsoft Global Partner of the Year for Dynamics 365 Business Central (out of 2,700+ global partners)• Instituted internal knowledge sharing sessions to promote professional development and cross-training• Continuously tweaked and improved our implementation process based on regular feedback from both clients and internal team members• Adapted to leading a fully remote team due to the COVID-19 pandemic with minimal disruption

• Managed on-going CRM and ERP client relationships with key decision-makers to ensure client satisfaction and identify additional sales opportunities• Oversaw team responsible for CRM system design and implementations• Architected CRM/ERP solutions for clients in various industries, often with integrations to external systems• Mentored and trained new employees, assisting their learning of ERP/CRM products, soft skills, project life cycle, and implementation methodologies

• Led ERP projects through the entire life cycle in various industries, such as professional services, retail, manufacturing, agriculture, financial, and software development with high client satisfaction rate• Led requirements gathering sessions with top-level management to identify critical business needs as well as existing inefficiencies, and design feasible technical solutions to meet and exceed these requirements• Translated business requirements into technical design documents that effectively communicated both system design and business processes to non-technical stakeholders• Liaised with development team to ensure custom solutions were delivered on time and met all business needs• Created custom user guides for various processes and conducted targeted in-person and web-based training sessions for end users in various levels of the organization• Provided post-Go-Live support remotely and in-person to ensure a smooth transition into the new system• Identified opportunities for business intelligence reporting based on end-user requirements and developed effective, flexible reports in SQL Server Report Services (SSRS), SmartList, Linked Excel, and BI360

• Supported and trained existing Dynamics GP clients in Financials, Sales, Purchasing, Inventory, and Project Accounting modules• Created effective and flexible business intelligence reports in SQL using various tools• Developed custom tools from scratch using VBA and SQL with bi-directional integration to Dynamics GP to automate project tracking and revenue recognition• Used SQL log files to trace existing software functionality for various processes and developed custom SQL stored procedures from scratch to mimic this functionality for Excel integrations• Customized fields and windows in Dynamics GP using Modifier, VBA, and SQL

• Developed creative and valuable mobile applications and websites• Researched current mobile application trends to build innovative solutions for clients• Managed the company’s finances as well as interactions with clients

• Managed a product line and conducted channel inventory analysis• Developed Excel Macros in VBA to automate processes and reports• Created documentation for the primary database and various reports as well as documented a database backup and restore plan• Supported other Channel Inventory Analysts and Category Business Managers with statistical reports and data analysis• Processed daily inventory information and directed inventory using SAP• Gained experience with SAP, Excel, Access, and SQL Server Management Studio

• Analyzed and presented product revenue and migration trends from raw data using Excel• Piloted a customer research campaign for two products, which included interviewing customers and tracking trends based on their responses• Coordinated the creation of two virtual brochures by writing the content, interacting with multiple vendors, troubleshooting, and distributing them through email campaigns• Created and edited several enterprise data management collateral pieces, including sales presentations, success stories, data sheets, and white papers• Edited and promoted the ‘Replication for Dummies’ book internally and on Sybase.com• Trained marketing managers and peers on Microsoft Excel pivot tables

• Managed reporting requests on BlackBerry device activation/growth, team KPIs, marketing ROI studies, and survey and pricing analysis to support marketing teams with business decisions• Conducted initial analytics of source data, developed summaries and reports, and controlled the dissemination of the report information to appropriate teams • Monitored the BlackBerry Mobile Polls, retrieved participant data through SAP BW, analyzed responses, and distributed statistical reports twice a week (increased frequency by 400%) • Created pricing reports from raw data on four US carriers; results were distributed to RIM’s COO• Identified errors and areas of improvement in reporting procedures• Worked extensively with SAP BW, Access, and Excel pivot tables, functions, and charts

• Created and modified several internal web tools (used by over 100 software engineers on a daily basis) using SQL, PHP, Perl, and HTML in order to improve efficiency by automating processes• Completed daily project work for new internal software releases, including loading software into automated testing framework, creating declarations, and informing management• Coordinated the testing of products on automated testing systems• Debugged daily automated testing problems and tracked trends• Created agendas and took minutes for meetings between team leads

• Wrote product documentation, press releases, case studies, proposals, and articles (one of which was published in the Ontario Professional Surveyor Magazine)• Created newsletters, brochures, and other marketing material using Publisher• Organized and coordinated office move, which included hiring moving company, taking inventory, coordinating staff, monitoring construction, and notifying clients/partners• Trained sales staff on company’s Customer Relationship Management system (Microsoft CRM)• Organized and attended 3-day sales and marketing strategy session with executives from UK, Middle East, India, US, and Canada

• Created database from scratch to organize and track product/maintenance revenues from clients• Updated accounting records on daily basis and assisted with bookkeeping• Assisted in financial planning for company projects• Analyzed financial records to create executive reports for company board meetings• Monitored all company finances and bank accounts