Raul Lopez Email & Phone Number

New Haven, Connecticut, United States

The Enterprise Applications Supervisor is responsible for the management and support of a portfolio of enterprise applications and technology solutions. Responsibilities include managing architecture, support, maintenance, deployment, and enhancement of enterprise software. This role requires a unique combination of technical expertise, creativity, design, and project management.RESPONSIBILITIES:• Manage architecture, support, maintenance, deployment, and enhancement of various Enterprise applications including Salesforce, Intapp Flow & Intapp Workspaces.• Analyze and enhance workflows related to various enterprise systems, including but not limited to CRM, ERP, PSA, and more• Plan and oversee technical development executed by internal and vendor-led teams• Collaborate with business units to deliver technical solutions that meet goals and objectives.• Serve as the primary point of contact for internal business and vendor partners• Meet with stakeholders to assess business processes which could be digitalized• Design process diagrams and discuss them with stakeholders • Create advanced workflows using the Intapp Intake, Integration Service, and other platform modules• Maintain and enhance workflows on a regular basis using input from users and stakeholders• Document appropriate use of each workflow per firm-wide and practice group policies• Meet regularly with colleagues to develop and deploy internal best practices• Work with Project Managers or self-manage projects beginning to end, depending on its size/scope• Communicate project status to various levels of management• Create reporting and report-out best practices for the data analytics surrounding each workflow• Partner with BI colleagues to rollout dashboards with KPIs and other key data• Train Marcum LLP IT Helpdesk staff to support users and stakeholders in using the system• Provide escalated support to users in instances where the IT Helpdesk is unable to further assist

Mystic, Connecticut, United States

New Haven, Connecticut, United States

New Haven, Connecticut, United States

• Meet with stakeholders to assess processes today which could be digitalized• Design process diagrams and discuss them with stakeholders to confirm flow prior to building• Create advanced workflows using the Intapp Intake, Integration Service, and other platform modules• Maintain and enhance workflows on a regular basis using input from users and stakeholders• Document appropriate use of each workflow per firm-wide and practice group policies• Meet regularly with colleagues using Intapp to develop and deploy internal best practices• Work with Project Managers or self-manage projects beginning to end, depending on its size/scope• Create reporting and report-out best practices for the data analytics surrounding each workflow• Partner with BI colleagues to rollout dashboards with KPIs and other key data for each major workflow• Develop a basic understanding of the Marcum LLP practice groups and their respective needs• Foster relationships with key stakeholders across each Marcum LLP practice group• Train Marcum LLP IT Helpdesk staff to support users and stakeholders in using the system• Provide escalated support to users in instances where the IT Helpdesk is unable to further assist

East Hartford, Ct

Work with company management to deliver growth through optimizing processes and development of a culture of collaboration and success. Responsible for ensuring the success of customer CRM implementations, customer engagement & helping with the strategy for the customer transformation.Ensure design and realization of functional solutions are fit for purpose and delivered against stated business requirements, assess available technologies, recommend solution options according to the customer’s activities and requirements. Collaborate with customers, other consultants and core stakeholders to understand user requirements.Roles and Responsibilities:• Work with the sales team in a pre-sales capacity, to demonstrate the product and it’s capabilities to suit the customer specific environment.• Help customers to clearly define their requirements through needs analysis and business process reviews.• Document customer requirements and produce project plans which guide the customers through a successful implementation.• Define data migration strategies and help customers migrate their data into Workbooks.• Configure Workbooks to meet customer requirements.• Project management of implementations, ensuring that milestones are met, and customer expectations are achieved.• Work with the product management and the engineering teams to influence the product roadmap based on customer feedback.• Deliver on-site and web-based training.

Hartford, Connecticut Area

Key technical resource for business applications, with a focus on the InterAction Client Relationship Management (CRM) application. Directly accountable for user account administration, data management, application support, technical support, troubleshooting and testing and CRM administration. • Gather requirements and processes from various departments to be implemented and customized with various business applications.• Lead developer of New Business Intake project, including developing Intapp Open forms, workflows, and SQL integrations.• Collaborate in Quality Assurance testing on various Business Applications. • Maintain and update information on various databases using SQL queries and stored procedures. • Download and import accounting data weekly into MS Access and SQL databases; Export accounting and expense data from SQL for Month End Close.• Install, train, and support users on various Business Applications including InterAction, CompuLaw & Accuroute• Create, update and maintain user accounts and user groups for CRM app; administer security and folder rights.• Maintain all business application processes; configure and monitor CRM application processes that synchronize with Active Directory, Outlook, Human Resource systems, Accounting, Marketing, and mobile devices.• Support business development staff with tasks related to CRM, including preparing/deploying mailing list.• Import contact data from new hires into CRM, assisting data steward with data formats.• Provide Level 2 user support;• Perform testing and prepare documentation for software pre-pilots, pilots and rollouts. •Communicate status reports to CIO, Managers or Data System Techs as required to ensure optimal operations. •Prepare documentation, including: technical system specifications, workflows, administration and end user.

Houston, Texas Area

Provided specialized and routine user support services, including user training and computer problem resolution. Ensured overall usability through the delivery of technical troubleshooting, testing and administration. • Provided assistance in defining and implementing automation training plans. • Served as central point of information and assistance for court automation users and Judges. • Delivered technical assistance for Novell clients, Windows and Linux file servers on the front end user side as well as within the databases. • Setup and performed troubleshooting procedures on various technologies, including VoIP telephone systems, remote conferencing and video/audio presentations. • Key team member for major projects, including Windows 7 Deployment, installing and configuring Fiber Optic network, setting up users for Active Directory and mobile device testing and deployment.Key Accomplishments:• Served as primary technician responsible for setup, configuration, support and troubleshooting of all fingerprint reading kiosks in the U.S. Probation offices for the Southern District of Texas.• Managed Active Directory system and Windows 7 computer upgrade rollout projects for the U.S. District Courts for the Southern District of Texas.

Houston, Texas Area

Served in a lead role responsible for installing, migrating and configuring new systems for end users. Worked collaboratively with team members, ensuring all project/daily tasks were completed accordingly. • Delivered all projects on-time and according to established specifications to maintain customer satisfaction. • Managed deployment tasks, meeting all timing assumptions. • Resolved all technical issues during migration, including software incompatibility; conducted troubleshooting to identify issues and implemented effective solutions as needed. • Worked closely with site contact to maintain accurate inventory of new and returned legacy equipment; prepared all legacy equipment for disposal. • Ensured that daily scheduled migrations were completed on or before schedule.Key Accomplishments:• Led Dell Windows 7 computer rollout for Exxon Mobile in Olathe, KS and LaGrange, GA, while finishing both projects prior to deadline and under budget.

Houston, Texas Area

Managed the maintenance and support of data within the GTS Knowledge Network, including the SalesLogix (CRM) System for all GTS companies in the Western Hemisphere. • Maintained the integrity of data by monitoring data input and identifying omissions, errors and duplications. • Configured, managed reference information that drove SalesLogix (CRM), including user access and security. • Provided end-user training and ongoing support for the CRM system. • Researched/analyzed data within the Knowledge Network to create reports for directors and management team. • Performed quality testing procedures on all customizations and updates made to the system prior to being released to end-users. • Assisted with data migration activities, which included developing a plan for migrating information from multiple external sources into the Knowledge Network.Key Accomplishments:• Developed and implemented a data importation plan for various data sources (included IIR, Platts, Act!, Turbinelink, Excel files, and Oracle Database) to be uploaded into the SalesLogix CRM System within the first four months of deployment. • Created an in-depth user manual/quick reference guide for SalesLogix CRM System to be distributed to all active users. Additionally, produced content for Frequently Asked Questions section of support website. • Principal developer of all data integrity and data migration projects using Scribe workbench and Microsoft SQL Server Management Studio Express 2005. Projects including initial pre-deployment data importation, weekly IIR Outage information uploads, and marketing data importation. • Lead trainer of SalesLogix CRM system for all Wood Group GTS companies in the western hemisphere. Classes where performed in person with average class size of 20 or more, as well as online with remote presentation software. Class participants included corporate executives, managers, and salespersons.

Providence, Rhode Island Area

Served as a counselor/academic advisor to at-risk high school students from low-income backgrounds, who may be among the first in their families to attend a four-year college. Provided personal adjustment and motivational counseling, academic advice, and guidance in choosing and applying to colleges. Met with thirty-two students in personal and/or group sessions in four target high schools on a weekly basis. Prepared monthly update reports on student progress. Assisted with annual reporting to federal government.

Greater Boston Area

Supervised High School students in an extra curricular college preparatory program during the evenings and overnight stay of the summer live-in component of the Upward Bound Program on the Boston University campus. Managed six residential staff and seven non-residential staff, who were responsible for tutoring session, as well as maintaining the strict rules and regulations of the program. Served as a liaison between the Upward Bound staff and Boston University's Office of Residence Life. Handled all emergency situations that occurred during off hours.

Greater Boston Area

Assisted college students with computer software and networking problems on the Boston University campus. Performed technical support deciphering and debugging computer issues to customers over the phone as well as in person. Coordinated with colleagues to determine best methods to solve problems with certain cases. Common tasks included virus removal, computer reformatting & data migration.

Ba, International Relations: Business Economics And Latin American Studies

Activities and Societies: Latinos Unidos: Latin Student Association - Positions Held: President, Vice President, Public Relations Chair.

Certificate, Hitech - Practice Workflow And Redesign Analyst

High School Diploma