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D365 Solution Architect, Functional Consultant and Trainer
Claire-Louise Bristow
,
St neots, United Kingdom
Experience
Skills
I'm offering
I am a Microsoft Dynamics CRM Consultant experienced with versions 4,2011,2013, 2015 and 2016 on premise to current versions of D365 online and actively looking for CRM Dynamics consulting roles encompassing any of my skill areas. I am a freelance consultant as I enjoy the variety and experience I get from each new role / project.
Markets
United Kingdom
Links for more
Once you have created a company account and a job, you can access the profiles links.
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2019 - 2019
freelance
consultant
ISC Software Solutions.
- Permanent - January 2019 - December 2019
I was the lead / senior D365 consultant. I have been involved both pre and post sales. I have been involved in pitches. Tenders, writing the FDD / scope document and proposal (from the D365 side), designing and implementing the solution, bringing in teams to assist on the project and also being the escalation on support calls.
I was the lead / senior D365 consultant. I have been involved both pre and post sales. I have been involved in pitches. Tenders, writing the FDD / scope document and proposal (from the D365 side), designing and implementing the solution, bringing in teams to assist on the project and also being the escalation on support calls.
Writing, Sales, Support
2018 - 2018
freelance
Functional Consultant
Bupa.
on a project to replace the medical underwriting system that was 20 plus years old on a main frame. I needed to design a CRM component that could be used to capture all information relating to a medical underwriting conversation with a perspective member and / or a member with a moratorium policy which is underwritten at first claim.
Within my solution I needed to have the capability that the person would be underwritten at any date but against questions / criteria that would have been used on the policy start date whether that is in the past or 30 days in the future.
I have incorporated 2 pieces of code to display the version-controlled questions in a logical sequence but everything else I functionally built.
I was designing / building this on a very collaborative basis with workshops with the end users where we would explore, create a POC and then play back over a 3 day period and then capture the refinements for stories to be delivered in the official delivery phase. Through the workshops it became apparent that some "as is" situations were because of technology constraints and / or they hadn't been challenged to do another way with the support of technology.
The solution that I built has been received by both the sales users and the medical underwriting super users positively. On average my solution delivers the following;
• Reduces the time to identify a medical condition by 2 - 3 minutes
• Reduces the time to underwrite a symptom with a known cause by 10 minutes
• Reduce the amount of calls to the Medical Underwriting team by around 75%
• Will reduce the number of QA failures due to a more user friendly application and logical design
Within my solution I needed to have the capability that the person would be underwritten at any date but against questions / criteria that would have been used on the policy start date whether that is in the past or 30 days in the future.
I have incorporated 2 pieces of code to display the version-controlled questions in a logical sequence but everything else I functionally built.
I was designing / building this on a very collaborative basis with workshops with the end users where we would explore, create a POC and then play back over a 3 day period and then capture the refinements for stories to be delivered in the official delivery phase. Through the workshops it became apparent that some "as is" situations were because of technology constraints and / or they hadn't been challenged to do another way with the support of technology.
The solution that I built has been received by both the sales users and the medical underwriting super users positively. On average my solution delivers the following;
• Reduces the time to identify a medical condition by 2 - 3 minutes
• Reduces the time to underwrite a symptom with a known cause by 10 minutes
• Reduce the amount of calls to the Medical Underwriting team by around 75%
• Will reduce the number of QA failures due to a more user friendly application and logical design
Design, CRM, SoMe, Sales, QA, Technology, Workshops, It, Support, Underwriting
2017 - 2018
freelance
Senior Functional Consultant
PowerObjects.
I contribute to the PowerObjects blogs and have 12 blogs on functional aspects of CRM publish or pending publish.
UKAR - Functional / Team Lead
Working on a upgrade of the H2B application that PowerObjects had implemented in 2016. The project was being run in an agile / scrum format and I was undertaking scrum master duties to ensure delivery was correct in additional to my functional development work. I had a team of onshore and offshore developers that I was also co-ordinating.
Thomas Cook Retail - Functional Lead
I was creating a POC for the retails stores on how to use dynamics 365 to compliment the customer experience on searching / booking holidays.
UKAR - Functional / Team Lead
Working on a upgrade of the H2B application that PowerObjects had implemented in 2016. The project was being run in an agile / scrum format and I was undertaking scrum master duties to ensure delivery was correct in additional to my functional development work. I had a team of onshore and offshore developers that I was also co-ordinating.
Thomas Cook Retail - Functional Lead
I was creating a POC for the retails stores on how to use dynamics 365 to compliment the customer experience on searching / booking holidays.
Scrum, CRM, Scrum master, Retail, Customer experience, Agile, Dynamics 365, Blogs, Offshore, Development, Booking
2013 - 2017
freelance
Freelance
unknown.
I worked with a few private clients helping them to configure and develop their CRM Dynamics 2013 platforms. This work was adhoc.
My clients have Included SafeSTS, CNT, Bristol and Wessex Water and Objective Computing where I looked at their 2013 build of the system, provided training and advice' of how it can be configured to best support their sales process (including additional entities to capture their technology products and client sectors) and the both configured the functions and taught them how to develop these areas so they can start to be self-sufficient for future needs.
My clients have Included SafeSTS, CNT, Bristol and Wessex Water and Objective Computing where I looked at their 2013 build of the system, provided training and advice' of how it can be configured to best support their sales process (including additional entities to capture their technology products and client sectors) and the both configured the functions and taught them how to develop these areas so they can start to be self-sufficient for future needs.
CRM, Training, Sales, Technology, It, Support
2014 - 2015
freelance
Consultant
unknown.
Working from both home and on client sites providing demos for CRM Dynamics pre sales and Consultancy. Working on full project life cycles from Discovery to 'building their solution', UAT and Support and training for both end users and technical.
CRM, Training, Sales, Support
2011 - 2012
job
sole Trainer to support circa
Arup.
(Contract July 2011 - April 2012)
Working on a Global Microsoft Dynamics CRM rollout I designed the training component. As the sole Trainer to support circa 6000 global users I followed a TTT approach for delivery and to support this created a Training and Information SharePoint Wiki (over 250 pages), byte size E-learning modules using captivate (over 150 items) and course materials, exercise books an post course exercise cards (over 100).
The time I was given for each course delivery was very 'economical' so I needed to maximise the content during the sessions as well as prepare people for continued learning after the session. I needed to design an approach for the supporting documents where I could make the team trainers / super users responsible for their own continued learning.
My audiences were end users, Administrators, IT Support, Marketing and 'Sales'.
For a delivery phase I delivered In Hong Kong, Singapore, Australia, UAE, Ireland and UK over a very aggressive 10 week period. All courses were 100% hands on teaching my mixed audiences CRM structure, application process, new business principals and integrations with existing applications. The audiences were both enthusiastic and challenging and I was facilitating many discussions outside of the training course and potential approaches they could take for deployment going forward.
As a small team of 3 running the delivery rollout we all worked together and overlapped on roles so where necessary I also wore a hat of BA looking at getting structures and customisation correct on the application, support or managing and re running work flows and creating global views and also looking at data quality from legacy applications to migrate into the new application.
Working on a Global Microsoft Dynamics CRM rollout I designed the training component. As the sole Trainer to support circa 6000 global users I followed a TTT approach for delivery and to support this created a Training and Information SharePoint Wiki (over 250 pages), byte size E-learning modules using captivate (over 150 items) and course materials, exercise books an post course exercise cards (over 100).
The time I was given for each course delivery was very 'economical' so I needed to maximise the content during the sessions as well as prepare people for continued learning after the session. I needed to design an approach for the supporting documents where I could make the team trainers / super users responsible for their own continued learning.
My audiences were end users, Administrators, IT Support, Marketing and 'Sales'.
For a delivery phase I delivered In Hong Kong, Singapore, Australia, UAE, Ireland and UK over a very aggressive 10 week period. All courses were 100% hands on teaching my mixed audiences CRM structure, application process, new business principals and integrations with existing applications. The audiences were both enthusiastic and challenging and I was facilitating many discussions outside of the training course and potential approaches they could take for deployment going forward.
As a small team of 3 running the delivery rollout we all worked together and overlapped on roles so where necessary I also wore a hat of BA looking at getting structures and customisation correct on the application, support or managing and re running work flows and creating global views and also looking at data quality from legacy applications to migrate into the new application.
Marketing, Design, It support, CRM, Training, SharePoint, Teaching, Deployment, E-learning, Content, Sales, Data quality, It, Support, Dynamics CRM
2011 - 2011
freelance
Freelance
Savills.
Following on from a Citrix and Office upgrade I was travelling around their Pilot Sites (branches) delivering 'clinics' on 2007, troubleshooting issues and providing 1:1 training and support.
Training, Citrix, Support, Office
2010 - 2010
freelance
Freelance
unknown.
Working with various clients, designing and delivering Microsoft training courses and seminars.
Training
2010 - 2010
job
Nurses and Admin
St Georges Hospital Tooting.
(Contract March 2010 - May 2010)
Providing floorwalking support to the Trust. I was mainly based in the Emergency Department and was providing 2nd line support on the usage of the system as well as training the Doctors, Nurses and Admin staff in between patients. In quite periods I designed QRGs and process guides to trouble shoot department issues and ensure that data input was to required specifications.
Providing floorwalking support to the Trust. I was mainly based in the Emergency Department and was providing 2nd line support on the usage of the system as well as training the Doctors, Nurses and Admin staff in between patients. In quite periods I designed QRGs and process guides to trouble shoot department issues and ensure that data input was to required specifications.
Training, Support
2007 - 2008
job
lead trainer
QBE.
in a project team to roll out a new business platform throughout the company's UK and European offices. The platform had 2 different builds Citrix and Vista and was running office 2007. The training solution started in the pilot phase as 1:1 training but as the number of people being deployed increased in the first and second phases the plan needed to be revisited and I brought in 2 additional trainers to enable us to delivered a structured classroom approach over 3 training sites. Between the 3 of us we ran an aggressive course schedule with the capacity to deliver 300 people a week.
Training, Citrix, Office
2007 - 2007
job
specialist
Xpertise.
(Contract - July 2007 - November 2007)
I was employed on a short contract working on various client projects including;
Nortel - 8 Weeks
I was one of 5 specialist CRM Dynamics project trainers delivering the new Microsoft CRM applications to the sales Reps. The training was conducted in Partnership with an internal member of staff who was delivering the new sales System. The courses were throughout the UK, Holland, Belgium, Sweden, Denmark and Dubai.
SharePoint - Moss 2007
I designed and developed the SharePoint 2007 End User course and ran a TTT for other trainers within the company.
DEFRA - 6 Weeks
This was the first phase of a companywide roll out. There were 100 members of staff receiving a new computer upgrade to VISTA, Office 2007, One note, Communicator, Groove and Share point. I was providing 1:1 training / familiarisation to each user as their computer where migrated, floorwalking support, remote support via communicator and training sessions on SharePoint. This was based over 2 client sites. The delegates were Civil Servants ranging from contractors to Director Level.
I was employed on a short contract working on various client projects including;
Nortel - 8 Weeks
I was one of 5 specialist CRM Dynamics project trainers delivering the new Microsoft CRM applications to the sales Reps. The training was conducted in Partnership with an internal member of staff who was delivering the new sales System. The courses were throughout the UK, Holland, Belgium, Sweden, Denmark and Dubai.
SharePoint - Moss 2007
I designed and developed the SharePoint 2007 End User course and ran a TTT for other trainers within the company.
DEFRA - 6 Weeks
This was the first phase of a companywide roll out. There were 100 members of staff receiving a new computer upgrade to VISTA, Office 2007, One note, Communicator, Groove and Share point. I was providing 1:1 training / familiarisation to each user as their computer where migrated, floorwalking support, remote support via communicator and training sessions on SharePoint. This was based over 2 client sites. The delegates were Civil Servants ranging from contractors to Director Level.
CRM, Training, SharePoint, Sales, Support, Office
2007 - 2007
freelance
Freelance
Microsoft.
I provided freelance training / floorwalking for these training companies delivering ad-hoc courses on Microsoft office both on and offsite from basic computer kills to advanced access.
Training, Office, Basic
2007 - 2007
freelance
Freelance
S Three.
(Contract - April 2007 to July 2007)
I was employed to work on the rollout of a bespoke Siebel CRM system across the groups 13 brands. The rollout will involve training over 1,400 staff in 44 offices in 7 countries. Prior to the launch of the system I was working on the logistics, evaluation, QRG's together learning the day to day business of the recruitment industry the CRM application and additional modules that fed in / out of the main database.
Catalyst / IT Training UK / Ultima Concepts LTD (Freelance - April 2007)
I provided freelance training for these training companies delivering ad-hoc courses on Microsoft office both on and offsite from basic computer kills to advanced access.
I was employed to work on the rollout of a bespoke Siebel CRM system across the groups 13 brands. The rollout will involve training over 1,400 staff in 44 offices in 7 countries. Prior to the launch of the system I was working on the logistics, evaluation, QRG's together learning the day to day business of the recruitment industry the CRM application and additional modules that fed in / out of the main database.
Catalyst / IT Training UK / Ultima Concepts LTD (Freelance - April 2007)
I provided freelance training for these training companies delivering ad-hoc courses on Microsoft office both on and offsite from basic computer kills to advanced access.
CRM, Training, Database, Recruitment, It, Office, Basic
2006 - 2007
freelance
Senior Learning and Development Consultant / Learning & Development Manager
Cofunds.
(Contract - January 2006 to March 2007)
I was employed on a contract as Senior Learning and Development Consultant / Learning & Development Manager. My position as their corporate training consultant was based within the HR department, the structure of the company meant that 4 training officers were based within different operational departments over 2 locations.
I was employed on a contract as Senior Learning and Development Consultant / Learning & Development Manager. My position as their corporate training consultant was based within the HR department, the structure of the company meant that 4 training officers were based within different operational departments over 2 locations.
Training, Development, Manager
2004 - 2006
freelance
Freelance
Dendrite.
I provided freelance training for Dendrite. Dendrite are the software house for a pharmaceutical CRM system and also a reporting tool the extracts information from the CRM systems and from market information to produce penetration reports. The CRM application was delivered in various forms, laptop build, Tablet and also PDA and I trained all the different technologies.
CRM, Training, Pharmaceutical, Software
2004 - 2006
freelance
Freelance
unknown.
I provided freelance training for these training companies delivering ad-hoc courses on Microsoft office both on and offsite from basic computer kills to advanced access.
Training, Office, Basic
1993 - 2004
temp
Permanent Contract To Ford Motor Company
Queen's Secretarial College.
(Contract)
EMPLOYMENT 1993 - 2004
Banque PSA Finance - (Peugeot and Citroen Finance Company)
Compuware - Permanent Contract To Ford Motor Company
McNicholas Construction
European Financial Data Services
Brebner Allen AND Trapp
Whiteleys
Touche Ross and Co.
EMPLOYMENT 1993 - 2004
Banque PSA Finance - (Peugeot and Citroen Finance Company)
Compuware - Permanent Contract To Ford Motor Company
McNicholas Construction
European Financial Data Services
Brebner Allen AND Trapp
Whiteleys
Touche Ross and Co.
Finance
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