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| CRM Business Consultant | | | Ref. Number: | CRM11326 | | |
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| Personal Information |
| Personal Profile: | | I am Canadian citizen wanting to move back to Canada from Australia – as I have been leaving in Australia for 10 years. With my soon to ex-wife behind me I feel a change is in order back to Canada or the US.As you review my resume you will find a diverse background in business system projects. Implementing CRM, executing data migrations and being a System Analyst for ERP and e-Commerce application across numerous industries within the Financial services space. | |
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| Education: | Bachelor Degree |
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| Date of Availability: | 1 months notice |
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| Current Position |
| Current Job Title: | CRM Business Consultant |
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| Current Location: | Melbourne |
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| Preferred Position |
| Preferred Job: | CRM Consultant |
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| Preferred Location: | Toronto |
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| Education | Tertiary:
Business Administration – Accounting
3 Year Program - Georgian College, Canada
Professional:
Currently - studying to receive my Project Manager Practitioner (currently) certification
Began 4th level of the Certified General Accountant (CGA) Professional Studies Program - Equivalent to the Australian CPA program
Certifications:
SalesLogix Engineer
SalesLogix Certified trainer
SalesLogix e-Configuration Certified
Navision Solution Developer
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| Working Experience |
CRM Business Consultant(contract)
Telstra
May 4, 2007 to Present
Seen as a CRM Consultant from the business perspective – this role is focused on reviewing the UAT readiness of specified number of business units of Telstra. Then transitioning to reviewing, the Pilot and Production points of view. This role sits in on the side of the business - reviewing the sign off points and challenging weaknesses of design, strategy and the like focusing on impacts to Business data.
Below are the main projects Walter actioned and was responsible for
•UAT/Production Readiness across integrated systems – Kenan, Tribold Siebel 7.8
•Resource management
•Liaise with Business Stakeholders
•Process review/ redesign on Business Process current and future
Senior CRM Business Consultant(contract)
MYOB
July 24, 2006 to May 3, 2007
Seen as a Big picture CRM Consultant identifying risks and discussion them through. As seem in this light I was able to transfer between project roles within the early phases of the project. As this project went through the life cyles of the project I was able to identify weaknesses of design, strategy and impacts to Business data as the Data Management Lead on a Siebel 7.8 plate form.
Below are the main projects Walter actioned and was responsible for...
•Business Engagement leader - advisor
•Data Management Lead role – decision maker
•Lead a team Data Analysts
•Liaise with Business Stakeholders
•Planning for the integration in Navision - advisor
•Project Managing my team area – project team and resource management – decision making
•Write specification documents for campaign management, analytics
Senior Business Analyst /Project manager (contract)
GE Commercial
March 1, 2004 to July 30, 2006
Seen as a lateral thinking senior consultant from both project management and business analyse disciplines in the GE Commercial Solution Delivery team - Walter formulates strategies to champion project delivery.
Below are the main projects Walter influenced at GE Commercial Finance and the project tasks he was responsible for.
•Siebel Sales 7.5 (Decision maker)
•Design the transition of ANZ GE Commercial business unit to the GE Global Siebel platform.
•Conduct and facilitate the data migration of 5 business units from their legacy system to Siebel
•Manage Siebel integration points – for risk, and pricing systems.
oManage and design Siebel test plans, scripts for new Siebel workflow, Siebel configuration, and New Siebel developments based on business requests
•Gather business requirements for new specifications and business gaps – via workshops, meeting and demos.
•Liaise with on and off shore GE Siebel teams to work through and discuss system issues and strategy.
•Design new business process flows based on business requirement changes.
•Project Reporting – with the aid of Excel and MS Project a variety of project reports where distributed
•Support ANZ Siebel system when needed.
• Siebel Marketing (Advisor)
o Gathered original business requirements
o Designed prototype of Siebel Marketing module
• Siebel Analytics – Project ongoing (Advisor)
o Initial leader of the project – gathered initial report and system design requirements
• AWARE –finance system, Floor Check – PDA Inventory system (Project Complete)
o Managed testing for branch consolidation
o Managed 5 tester’s and liase with the business in managing UAT testing
o Designed Disaster Recovery plan for the AWARE system
o Designed Automated Regression scripts via Quick Test Professional
o Utilise test tools (Test Director and Quick Test Pro) to assist in the process
• ACBS leasing system (Project Complete)
o Business requirement gathering and requirements audit for initial system specifications
E-Solutions Advisor (freelance)
Millennium Communications
Feb 20 2003 to February 23, 2004
Formulate e-solutions strategies (including needs analysis, design, implementation and project management) for businesses to improve their web presence. Key project has been the development of an e-commerce interface for a leading global Liquid Logistics company starting with a customer needs analyse and system audit.
Data Migration Team Leader (contract)
GE Auto
August 28 to December 12, 2003
Leading a team of data analysts, the role involves designing a test-based strategy for transitioning two financial systems from Westpac to GE Auto. Key responsibilities include data auditing, business rules validation, communication of issues and problem-solving with the senior project team, modelling business impact when the critical path is altered and designing a Post Data Migration Plan.
CRM Advisor (contract)
KPMG Australia
April 8 2002 to April 8 2003
Acting as the interface between the business and IT (project driven from Marketing),my main focus was on developing CRM business related processes for campaign execution, activity management and sales pipeline management to ensure a smooth business transition and minimise the impact of the change. The technology roll-out was MySap –CRM system on the Portal with the ability to create issue reports through the Business Warehouse.
Senior Consultant (contract)
B2B Solutions Pty Ltd
October 1, 2001 to March 21, 2002
Consult and advise clients on effective CRM and ERP strategies. A key project including rolling out a CRM system to Electrolux (and its channel partners), which focused on designing sales, marketing, and product service processes.
Professional Services Consultant
(contract)
Interact Commerce Pty Ltd
April 1, 2001 to September 3, 2001
Consult and advise clients on effective CRM strategies to suit their business needs. The role including troubleshooting with clients to resolve inefficient processes that had been introduced by other SalesLogix resellers, and this often involved re-evaluating business processes to ensure a best-fit with their system configuration. A key project was rolling out SalesLogix at MLC.
Business Systems Consultant
Aston It Group
May 1, 2000 to March 16, 2001
Work with clients to develop their CRM strategies based on their business needs and develop the configuration specifications for our SalesLogix Programmers. I then acted as the interface between the client and our technical team to ensure a smooth implementation.
Business Systems Analyst
HLB Mann Judd
October 12, 1998 to April 28, 2000
Review and map business processes, and develop data structures for the firm-wide implementation of Navision (ERP). A key aspect of the project was the strategy, design and development of a job costing system internally at HLB Mann Judd.
Systems Analyst (contract)
Stonehenge Group
July 16, 1998 to Sept 29, 1998
Responsible for conducting an ERP system review to present to the Board to assist them in reaching a decision to keep or replace an ERP system.
Project Leader – Systems (contract)
Symonds Ltd Pty
Feb 16, 1998 to June 12, 1998
As part of the project team I was responsible for reviewing business processes and objectives to determine gaps in the new system. Key projects included the planning and implementation of Axiom (Project Management software) and Platinum ERP software.
Financial Systems Analyst (contract)
Boral Asphalt
December 16 1997 to Feb 4, 1998
Analyse and test final stages of Oracle Financials as part of the UAT test team.
Financial Reporting Manager
Nature Sunshine Pty Ltd (Canada)
January 1996 to October 1997
Working as part of the financial team, I was solely responsible for the management reporting function of the company supporting the Controller.
Assistant Financial Controller
Headwaters Corporation (Canada)
December 1993 to October 1995
Working in the hospital management team, my role focused on identifying process improvements in procurement and supply chain from a costing perspective, and the automation of a fixed asset system.
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