Portfolio

CRM consulting experience, organized by capability.

A concise view of the work I do: discovery, process design, Dynamics 365 CE functional consulting, Power Platform enablement, and practical AI workflow thinking.

Abstract CRM modernization project visualization

Capability map

How I contribute across a CRM program.

Business analysis

From ambiguous needs to usable requirements

Discovery workshops, stakeholder interviews, process mapping, user stories, acceptance criteria, and backlog shaping.

CRM functional design

Designing around customer-facing work

Sales and service process flows, customer data structure, role-based user journeys, and Dynamics 365 CE configuration thinking.

Power Platform

Automation that respects the business process

Identifying low-code opportunities for approvals, notifications, data capture, reporting support, and cross-team handoffs.

Adoption

Making systems understandable for users

Clear documentation, demo-friendly workflows, test scenarios, training support, and governance practices.

Working style

Structured, visual, and grounded in real operations.

I like turning complexity into artifacts people can align around: workflow maps, decision tables, journey diagrams, user stories, acceptance criteria, and system behavior notes.

For CRM work, the best documentation is not paperwork. It is a shared operating model that business users, builders, testers, and leaders can all understand.

Toolkit