ERP Consultant

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Company Objectives:

Job Holders Objective:CRM Technical Application ConsultantNoneTo sell business software solutions with consultancy and systems integration servicesTo provide in-depth knowledge of the Microsoft Dynamics application and evaluate the customer’s business processes against the standard Microsoft Dynamics functionality.

Responsibilities

 Participates in every aspect of the implementation from analysing the customer’s business requirements to configuring the Microsoft Dynamics CRM application to meet the customer’s needs. Collaborates with stakeholders throughout the organisation to ensure a comprehensive set of requirements, aligned to business objectives, gaining full understanding of current business processes. Provides in-depth knowledge of the Microsoft Dynamics CRM application and evaluates the customer’s business processes against the standard Microsoft Dynamics CRM functionality. Is responsible for documenting the business requirements which express what actions a solution must take and what outcome is expected. Is responsible for configuring and customising the Microsoft Dynamics CRM application to achieve the customer’s business requirements. Facilitates the customer’s decision-making process and develops the functional design document that will drive the development process (if modifications/customisations are required, either to processes or to the Microsoft Dynamics CRM application.) Provides guidance for business decisions from a technical perspective on issues such as: performance, scalability, reliability, and security. Defines the implementation and migration specification, making recommendations on hardware sizing and software upgrades. Test reports for validity of results, accuracy, reliability, and conformance to established standards. Executes planning and implementation of system tests to ensure functionality, configuration, and data comply with specifications and standards. Conducts or supports training for technical and IT management staff as defined in project scope. Has awareness of the prescribed Microsoft Dynamics implementation methodology, SureStep; understands the key activities related to installation and environment setupTYPICAL ACTIVITIESDiagnostic Prepare and conduct business process analysis Set up application for Fit Gap Analysis Conduct Fit Gap Analysis Document and present results of diagnostic phase Support license definition and service estimations for functional tasksAnalysis Conduct Key User training Prepare and conduct business requirements workshops Set up application for Fit Gap Analysis Conduct Fit Gap Analysis Document and present results of analysis phaseDesign Create development design specifications Create design documents for customer understanding and acceptance Present documentation and application design to customer System configurations Conduct feature testing of standard and independent software vendor (ISV) solution functionality Assist in the identification and creation of process test scenariosDevelopment Assist with the preparation of training and other documentation Conduct function testing with developer and customer Deploy security roles Assist in the creation of User Acceptance test scripts Conduct data acceptance testing Conduct process testing Support End User training as defined in the project scopeDeployment Conduct Key User training (in case of Rapid Implementation) Create process and User Acceptance Test plan Configure live environment Conduct process and User Acceptance test together with the customer to ensure functionality, configuration, and data are as expected Support End User training as defined in the project scopeOperation Go-live support Resolve pending issues Finalize documentationKEY DELIVERABLES

• Implementation and Development of Business Systems
• Client Involvement and Management
• Personal Development
• Cross Company and Inter-Company Relationships
• Involvement & Achievement of Company Targets and Goals
  

STANDARDS OF PERFORMANCE

• Implementation and Development of Business Systems
  

Performance Is Satisfactory When:

 Client requirements are scoped, mapped and specified accurately The company’s project management methodology (including documentation) has been applied during customer implementations Consulting services are delivered according to agreed project plans Ensure all clients have the appropriate upgrades and patches The processes for all aspects of the system implementation are defined, agreed with the team and successfully implemented. Data migrations are defined, agreed and successfully implemented Billed work is averaged out at more than target utilisation, which target will be published from time to time All work is undertaken in accordance with the appropriate paperwork, which must be signed-off by the client

• Client Involvement and Management
  

Performance Is Satisfactory When:

 Clients are satisfied with services delivered Clients are kept informed with progress and issues as appropriate Support is given to other consultants and sales staff as required Customer issues are resolved within the agreed lead-time for support processes where these are allocated Sell-on potential from existing clients is highlighted and managed All engagements are conducted in a professional and courteous manner

• Personal Management and Development
  

Performance Is Satisfactory When:

 Targets and plans set and agreed (including training plans and certifications) are achieved Knowledge of the relevant products we supply is constantly expanding, as well as having an overview understanding of future developments A working knowledge of the relevant business processes is demonstrated A satisfactory balance is achieved between chargeable work, non-chargeable work, personal development etc. Timely support is provided to all other individuals and teams in the company in support of company objectives

• Cross company and Inter-company relationships
  

Performance Is Satisfactory When:

 Regular communication is maintained with the Operations Manager and relevant Project Manager(s) to ensure that they can effectively plan project resource requirements and monitor risks A courteous and effective working relationship is maintained with all other colleagues The response to internal requests for information, documentation or support is prompt and pleasant Relevant knowledge or information is pro-actively shared with colleagues There are no barriers perceived between the staff Feedback from other members of staff is positive

• Involvement & Achievement of Company Targets and Goals
  

Performance Is Satisfactory When:

 Continuous improvement in all processes is a way of life Individual contribution is recognised by all members of the team Always looking for creative opportunities to help the business achieve its goals Attendance is made at company meetingsPerson ProfileEducational BackgroundGraduate preferred although considerable industry/business experience would also be considered.Soft Skills High degree of insight and analytical skill Team-oriented; willing to align work with team’s priorities and goals Able to influence, negotiate and build consensus

 Strong Time Management Skills And Multitasking Abilities

 Skilled in organizational change Clear and effective communicationFunctional/Technical Skills2 to 5 years consulting experience in business applications with focus on business modeling and software implementation.

Demonstrated Ability To:

 Analyse and understand business problems. Model data and processes. Conduct workshops and training sessions. Plan and carry out system and user acceptance testing.

Familiar And Experienced In:

 Core application functionality Implementation Methodology Application technology stackPersonal SituationThere will be a requirement to travel to client sites. Able to spend nights away from home without upsetting domestic situation. Able to work extended hours on occasions when required. Must have clean or near clean driving licence.PersonalityThe need for an outgoing personality and strong customer facing skills are essentialJob Holders Signature:……………………………………………………………………………….