Gurugram, Haryana, India
Information Technology
Full-Time
Mphasis
Overview
strictly confidential
Job Description
Job Holder:
Subordinates:
Job Title:
Company Objectives:
Job Holders Objective:
CRM Technical Application Consultant
None
To sell business software solutions with consultancy and systems integration services
To 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 setup
TYPICAL ACTIVITIES
Diagnostic
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 tasks
Analysis
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 phase
Design
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 scenarios
Development
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 scope
Deployment
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 scope
Operation
Go-live support
Resolve pending issues
Finalize documentation
KEY DELIVERABLES
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
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
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
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
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 meetings
Person Profile
Educational Background
Graduate 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 communication
Functional/Technical Skills
2 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 stack
Personal Situation
There 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.
Personality
The need for an outgoing personality and strong customer facing skills are essential
Job Holders Signature:……………………………………………………………………………….
Job Description
Job Holder:
Subordinates:
Job Title:
Company Objectives:
Job Holders Objective:
CRM Technical Application Consultant
None
To sell business software solutions with consultancy and systems integration services
To 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 setup
TYPICAL ACTIVITIES
Diagnostic
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 tasks
Analysis
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 phase
Design
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 scenarios
Development
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 scope
Deployment
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 scope
Operation
Go-live support
Resolve pending issues
Finalize documentation
KEY 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
- Implementation and Development of Business Systems
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
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
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
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
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 meetings
Person Profile
Educational Background
Graduate 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 communication
Functional/Technical Skills
2 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 stack
Personal Situation
There 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.
Personality
The need for an outgoing personality and strong customer facing skills are essential
Job Holders Signature:……………………………………………………………………………….
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