John Paul Mitchell Systems develops, manufactures and markets quality hair and skin care products under the Paul Mitchell®, MITCH®, Awapuhi Wild Ginger®, Tea Tree, Paul Mitchell® Pro Tools™, Neuro®, Neon and MarulaOil brands. • Manages implementation, enhancement, and support of tailored D365 applications covering sales, customer service, marketing, and field service.• Drives value from the delivered systems through business user training, collateral, and testing.

Velosio, formed through the combination of SBS Group and Socius, is one of Microsoft's largest Dynamics partners in North America with over 300 employees and serving more than 4,000 clients. • Led major projects in Field Service, Sales, Customer Service, and Marketing; including new installations, upgrades and transitions to cloud. Created extended functionality with Power Platform and JavaScript.• Designed and implemented bespoke Dynamics 365 solutions for equipment manufacturers, financial services, distribution, not for profit, health care, and other service industries.

A senior Customer Relationship Management specialist and project leader with expertise in Microsoft Dynamics 365 for Customer Engagement, modeling business processes, marketing and sales functions and new product management.

Designed and implemented advanced security and calculations features for highly customized lease creation and processing solution built on Dynamics CRM 2015. • Configured JavaScript, web resources, business rules, workflows, fields including calculated and roll-up types.• Elicited and documented user requirements. Prepared functional and technical documentation.• Managed testing and implementation in production. Conducted training for end-users and application support staff.

Designed and developed next generation intake and case management product built on Dynamics CRM 2015 through collaboration with technical architect and development team.• Defined scope, functional modules, and design and development priorities.• Developed, designed and configured entities, fields, views, forms, reports, business rules, workflows and security.Directed seven-member project team of technical architects, developers and business analysts in customization and delivery of multi-year, $1.4M implementation of Dynamics CRM for State of Tennessee. • Managed scope of project including claims/invoice and billing, prospect intake, screening, qualification, program enrollment, and case management with users in three state departments. • Spearheaded functional design, technical & user testing, system integration, conversion, and production “go-live”. • Led business requirements and design workshops. Wrote and edited a 500-page detailed design document. • Built a system issue tracking tool in SharePoint. • Defined project development and testing standards and guidelines. • Designed and conducted training sessions for manager- and executive-level staff.Coordinated transition of student enrollment and tracking solution for community college client to Dynamics CRM 2013 from 2011. Worked with primary users adapting to new capabilities and design features. Led testing and issue resolution.

Created and presented course work on marketing fundamentals at one of the leading U.S. business schools.

Instructor in marketing fundamentals, theory, practice and strategy. Specialties include new product development, business planning and entrepreneurship.

Provided project leadership for manufacturing, software, financial services, government and not-for-profit organizations. Managed teams from one to five associates.• Executed Software-As-A-Service business process re-engineering, CRM and system development projects for financial and manufacturing clients. Mapped customer life cycle and business requirements to system and process design. • Directed software design and marketing for Web 2.0 start-up. Addressed investor and government funding groups. Prepared strategy, competitive analysis, budget, schedule, and customer development. • Conducted worldwide assessment of technology acceptance and market sizing for Corning’s new line of chemical processing equipment targeted to $100B market.

Directed 25+ channel management and strategy projects for high-tech and consumer electronics market. Conducted market research, developed strategy, and provided guidance on tactics. Managed average monthly project budget from $10K to $25K per project, while assuming responsibility for up to four projects at a time. Built annual budgets in excess of $12M. Oversaw project teams up to eight associates.• Developed sales tracking system, promotion ROI tools, licensee selection process, CRM application for Lexmark, Canon and other technology clients. • Created account management, product development, promotion assessment and return on investment software tools. • Built personal navigation product business from zero to top 10 sales ranking within two months in market. Sales in one year topped $3M. • Led best practices projects in reseller channel program development, product launch, messaging / branding, pricing strategy, market analysis / segmentation, demand forecasting, strategic alliance, public relations, packaging, supply chain, licensing. Presented recommendations, strategies and accomplishments to senior executives and corporate boards.

Advised telecom and large ISP sales prospects in their business and technical evaluation of new generation of customer billing system (Arbor). Delivered on-site demonstrations / presentations on billing system.Directed and supervised a team of seven system designers whose task was to create and enhance an object oriented, client server computer system for the analysis of large market research surveys.Designed and developed a full-featured object-oriented geographic information system.

Led systems implementation projects. Engagements included functional, technical and database design phases of information system projects for large regional bank, national insurance company, regional gas utility and international software development firm. Fees for services on these projects exceeded $4 million.

Directed implementation of information reporting system for executive succession. System tracked the top 500 executives of this Fortune 200 company.Designed and installed minicomputer application for contract preparation. Advised director of administration on architecture alternatives for legal document creation. Created mainframe-based reporting system for corporate headquarters’ telecommunications system.

Directed new volunteer training. Selected staff and training sites. Prepared and monitored project budgets. Developed training objectives and schedules.Planned, executed and analyzed nationwide site and cost-of-living surveys to determine volunteer placement and compensation.