Richard Safford
Microsoft CRM Architect, CRM
Subject Matter Expert
Phone: 570-977-4933
E-mail: rick@ricksafford.com
LinkedIn Profile: http://www.linkedin.com/in/ricksafford
Download a copy of the Resume
Microsoft CRM Architect, CRM
Subject Matter Expert, Data Migration Expert, with using Scribe and MS SQL all
versions. Responsibilities have been centered for all upgrades, enhancements,
and development to the CRM system. Expert level in managing help desk and
advanced support CRM and Advanced troubleshooting by direct issue resolution
with the vendors, Microsoft, SalesLogix, Pardot, and Click Dimensions.
With advanced Microsoft server knowledge along with SQL 2012 and earlier SQL
versions. As far as Security and best practices, follow Advanced Security
knowledge of Active Directory Authentication. Technically advanced in the
troubleshooting of CRM applications, networking, SQL, and scripting issue until
resolved. History of being able to Manage large scale tickets with Microsoft
and large vendors. With more than 20 years of
experience in IT field in IT Management, Laboratory Systems, and Validation. Leadership in
developing and implementing cost effective innovative technology solutions to
meet the business needs. This goal is achieved by clearly defining
requirements, deliverables and executing
CRM: Current Experience
·
Microsoft CRM 2015
Microsoft
Partner we are supporting all aspects of the application including, security,
marketing imports, and advanced support 24 hours a day. Expert in configuration
and upgrades to tis platform, either on premises or cloud based architecture.
·
Microsoft CRM 2013
Member
of Development team implementing XRM solution for State Government Agency
specializing now in data migration area for CRM.
Successful CRM 2013 upgrade from CRM 4.0 and VB 6
components responsible for all development, form and Script Modifications, XML,
Java, entity, plugins, and all server side application administration. CRM
administrator, deployment manager, CRM Services with .NET Development, Plugins
Manager, included asynchronous services and IIS integration Responsible for all
aspects of the application including, security,
marketing imports, and advanced support 24 hours a day.
·
Microsoft CRM 2011
Expert
Level,
Successful CRM upgrade from MS CRM 4.0 responsible for all development, form
and Script Modifications, XML, Java, entity, plugins, and all server side
application administration. CRM administrator, deployment manager, CRM Services
with .NET Development, Plugins Manager, included asynchronous services and IIS
integration. Modification to CPL Pricing Lists. Responsible for all aspects of
the application including, security,
marketing imports, and advanced support 24 hours a day.
·
Microsoft CRM V4.0
Expert
Level, Form and Script Modifications, XML, Java, entity, plugins, and all
server side application administration. CRM administrator, deployment manager,
CRM Services with .NET Development, Plugins Manager, included asynchronous
services and IIS integration
Responsible for all aspects of the application including, security, accounting
modifications, marketing imports, and advanced support 24 hours a day.
Upgrade system from Microsoft CRM V4.0 to Microsoft CRM 2011
·
MS SQL 2012
Programming On Premise and Cloud
SQL Usage
1) Advanced CRM Engineering Architecture
2)
Custom Import SQL processes
3)
Custom Stored Procedures
·
MS SQL 2008 R2 Programming
SQL 2008 R2 Server
Course
SQL 2008 R2 EXAM 70-433 completed under the direction of a Microsoft
Partner Rock Star was taught advanced SQL programming. This course was advanced
support for all applications using MS SQL and Microsoft CRM.
SQL Usage
1) Advanced queries
2) Testing Application errors in CRM 4.0. CRM 2011 Scribe and
3) Verifying Data
4)
Custom Import SQL verification through Scribe
5)
Custom Stored Procedures
·
MS Visual Studio
(2007 through 2013)
Originally
VB trained updated education taking C# courses to modify CRM SDK.
Resonantly successfully built and deployed MSI to run as a service on Windows
Server environment.
·
Scribe Software from
Insight On Premise
Managed
this software, that was directly responsible for
1) Automated processes that ran 24 hours a day 7 days a week to process CRM
accounting pieces.
2) Was directly responsible for company data being imported from acquired or
required to us the MS CRM software. These company imports into Development then
production may take days to process. This was a manual process where individual
scripts had to be run in a particular order.
·
Scribe Install 7.2.6
Multiple
installs for CRM 2011 and CRM 2013 there was a need to import Marketing data
from a third party. Responsible for writing the requirements, requesting the
security accounts for the application, and modify the SQL servers both
Development and Production Install those AD user accounts on installing the
software on the server, and modifying SQL permissions along with registry values
and AD application modifications to the Private Group to allow this software to
make Administrative changes to Database.
·
Microsoft CRM 2011
Expert
Level,
Successful CRM upgrade from MS 4.0 responsible for all development, form and
Script Modifications, XML, Java, entity, plugins, and all server side
application administration. CRM administrator, deployment manager, CRM Services
with .NET Development, Plugins Manager, included asynchronous services and IIS
integration Responsible for all aspects of the application including,
security, marketing imports, and
advanced support 24 hours a day.
·
Senior Administrative
Tasks
Responsibilities:
These included daily meeting with client, Project Plans, Gathering permission for
Application Maintenance, Gathering permission for Server Maintenance,
Implementing Server reboots after hours, schedule DBA’s for tasks. Review of
error logs, end user support, and Change control approvals. Gather requirements
for all development.
Follow SDLC process, deliver for signoff proper,
1) Assessment Documents
2) Remediation Documentation
3) Project Plans
4) Implementation Plan
5) Network Approval for any work to be done including rollback capabilities.
Then signoff at a director level.
·
Third Party
Integration Pardot
http://pardot.com
Marketing tool used to export leads and contacts directly into CRM.
Was responsible for the backward engineer removal of this system due to large
direct security and system dependences written into the software.
·
Third Party
Integration Click Dimensions
http://clickdimensions.com
For CRM MS 2011 A marketing and Campaign tracking and Mailing system.
This system uses DNS modification to integrate to track web site hits, mailing
success, campaign success, page views. Painful implementation after multiple
solutions export.
Development environments cannot share same DNS entry so no true test
environment.
·
Microsoft Dynamics GP
Professional 9.00.0281
Upgrade Microsoft
Dynamics GP Professional from 9.00.0281 to GP 10
Upgrade to 64 BIT OS on 2008 R2 Server, FRX Application the FRX Forecaster Application
Crystal Reports Upgrade to 64 bit.
·
Daily System
Responsibilities
Project
urgency changes on a daily basis according to which production environment or
end user is having issues doing business. With a 100% resolution rate, once
assigned to a client’s issue we will have resolution. Through years of advanced
application support the client is put at ease because we will fix the issue.
Other Responsibilities:
1) Included Marketing support for one client which included review of current
data, arrange imports. Modify imports coming from third party.
2) Included accounting support for reported incidents coming from their
helpdesk. Support for one client which included review of current data, arrange
imports. Modify imports coming from third party interfaces.
·
Expert in
Documentation, Ability
to lead, create, and implement needed SDLC documentation including URS, SDS,
test procedures, full IQ, OQ, PQ, GMP, GXP, GLP, 21 CFR Part 11 compliance and
validation, any needed documentation for FDA and PCI compliance.
·
Excellent
Management skills, Experienced in
leading off shore teams in development, business relationships fulfilling
business needs and communicate clearly with management through reporting using
oral and written presentations.
·
Previous Application
development and Critical Systems
a) Managed an off shore
team Birlasoft for GE Healthcare in development of 28 CRM enhancements many of
these were marketing based. This included URS Requirements gathering, SDS,
following SDLC documentation, code review, and standard development to
production signoff.
b) Critical Job during
the H1M1 Virus Outbreak Sanofi Pasteur was responsible for manufacturing
Billions of doses of vaccinations. The facility was operating 24 hours a day
and one of my responsibilities was to make sure any critical case were
escalated, and resolved properly in a critical amount of time.
The process is extremely
visible and Audited for FDA compliance.
At
the Sanofi Pasteur facility, with
support for over 200 different software
applications, upgrades, deployment and Advanced Server and Network Management
through.
1) Network AD Account Creation
(Validated Environment) and outgoing protocol and
support.
2) Outlook Mail Creation, OST, PST,
Groups
3) Documentum Management system 4
different Global Validated environments including
user creation and outgoing protocol
and support.
4) TrackWise Study related data
management 4 different Global Validated environments
including user creation and
outgoing protocol and support.
5) Waters Millennium and Empower
Laboratory system 8 different Global Validated
environments including user creation and outgoing protocol and support
6) Remedy Knowledge base creation to
integrate with Remedy ticket system
c) Managed, developed, and deployed Analytical and
Reference Standard software, for FDA
Compliance. This was approved by
the FDA.
Technical Summary:
|
Application Skills
|
CRM: Microsoft CRM 4.0
through 2015, Microsoft GP,
SalesLogix, SAP CRM, ERWIN Data Modeling, Citrix, BI, Knowledge Sync, Scribe Architect, Microsoft SQL 2008 R2 through MS SQL
2012, Microsoft Project, SharePoint, J2EE, NET 2.0 through 4.0 C#, Remedy Cube, Advanced Excel, Advanced
Access development. Third Party is Pardot and Click Dimensions. C#, VB.NET, XML, AJAX,
SOAP, Java Script, Visual Studio, VB6, HTML, ASP, ASPX, C, DHTML, CGI, Pearl,
PHP, MSSQL, OSQL, Java 2 (1.2 – 5.0), All Windows scripting languages, SOAP,
Toad, Microsoft SQL, TSQL, |
|
Security |
Advanced AD,
Advanced DNS Certification for Servers, local and network |
|
Operating Systems |
Windows
Server/ 2000 /2003/2005/2008 R2/2012 Windows XP, Vista, Windows 7,
Windows 8, On Team testing Windows 10 |
|
CERTIFICATIONS
AND AWARDS Microsoft Virtual Academy 6/2015 Other Accreditations |
Microsoft
Dynamics CRM 2013 Customization and Configuration Microsoft MB2-703 Testing Scribe Open Mind Administrator SalesLogix CRM Administrator Certified |
Employment:
TreCom Systems 3/16/2015 to Present
Camp Hill PA
Title: Microsoft CRM Subject Matter Expert
State Title: CRM Subject Matter Expert
Confidential Microsoft CRM and
a SQL Data project in Harrisburg Pennsylvania.
Responsibilities:
Due
to security cannot divulge details of this project.
CBTS (Wells Fargo) 11/17/2014 to 3/13/2015
Charlotte NC
Title: Technical Business Consultant
Internal
Title: Scribe Application Expert
Working at the Charlotte
Facility in the Wholesale Division, area as one of the CRM team developers, one
of my primary job functions has been the modification and upgrade of the Center
Pricing List CPL. This pricing list within their version of CRM 2011 controls
business logic and higher-achy of how
they do business. Other responsibilities include Scribe Support for other
divisions and the Lead Import system. We were successful deploying the CPL
upgrade to the business division with without any reported issues.
Responsibilities:
Was responsible for all
modifying and creation of Scribe packages associated with the CPL upgrade.
Worked in SQL many environments, Creation of new Databases
to house the needed import logic, writing detailed SQL Queries created Scribe imports
based on this new database.
Other tasks included starting Scribe Console, working with a Lead system
teaching and support, and debugging other scribe developer scripts.
TreCom Systems 5/31/2014 to 11/3/2014
Camp Hill PA
Title: Microsoft CRM Subject Matter Expert
State Title: DOS Technical Specialist 3
Working at the PA
Department of State as one of the team leaders, primary job function is the
migration of State legacy system to CRM 2013 (XRM 2013).
The current system is responsible for submission of articles of incorporation;
it processes over 120 forms and stores all of the data and transactional data
in this SQL 2000 system.
Advanced knowledge of Microsoft CRM 4.0, CRM 2011 and CRM 2013 and the Scribe
Software System and MS SQL my role has been data migration specialist.
We have implemented the Bureau of Corporations and Charitable Organizations
launched the first release of PENN File, Pennsylvania’s Corporations -
Department of State. https://www.corporations.pa.gov
Responsibilities:
Building
and stabilizing Solutions for multiple CRM environments for QA, Stagining and
protected OU. Populate multiple XRM environments for development and QA.
Data Migration Assess current System and come up with a plan to migrate data
Reviewed official documentation and submitted comments relating to CRM Entity
addition and business process change.
Build multiple Scribe Systems, XRM Systems, implement test procedures, training
of QA and other related entities validation methods.
Anexinet 3/24/2014 to 5/13/2014
Blue Bell PA
Title: Microsoft CRM Consultant
Recent projects: Lead Retrieval System
Modifications, C#, MSI Executable upgrade for CRM system. Review and created documentation official
response to requirements enhancement for Microsoft CRM 2011.
Responsibilities:
Build
new Hyper-V VM to run clients CRM development instance. Review current MSI and configuration
files. Backward engineer source code, create test environment. Successfully
modify code, changed the process, tested the application and deployed the
changes, along with documentation.
Reviewed official documentation and submitted comments relating to CRM Entity
addition and business process change.
HighPoint Solutions 9/2011 to 1/2014
East Norriton PA
Title: CRM Senior Technical Consultant
Manage development, upgrades, implementations, and support of Microsoft
GP and Microsoft GP CRM Clients
Responsibilities:
Manage development, upgrades, implementations,
and support of Microsoft GP and Microsoft GP CRM Clients Responsible for all daily
interaction with managers, developers, to implement these changes within
clients controlled environment. Successful in being able to define, refine, and
implement changes requested by the client. Currently support
multiple clients, in the day to day support and administration of Microsoft CRM
applications. Production system support of over 2300 users, along with
development issue, bug tracking, and Microsoft Server event monitoring and
daily reports sent back to client. Specialist in Scribe
integration software, used for daily imports and exports of data jobs, along
with advanced troubleshooting and issue resolution, through technical and
script review. We have also been responsible for data imports from new
companies into parent company databases.
GE Healthcare October 2010 to August 2011
South Burlington VT
Birlasoft http://birlasoft.com
Software
Consulting Company
Title: System
Architect
Manage development of CRM and integration enhancements for business
clients within GE Healthcare
Responsibilities:
Managing enhancement development for SalesLogix CRM
software, requested by multiple GE Healthcare Companies. Responsible for all
daily interaction with requestors, managers, developers, and QC QA compliance
to implement these changes within GE controlled environment. Successful in
being able to define, refine, and implement changes requested by the business
unit.
Duties include daily meetings with offshore developers, clients, GE management,
program and design teams.GE project management trackers, quotes, time
management, ITL case management through Peoplesoft CRM for development and HP
Quality center is used to manage defects, and software release cycle
procedures.
Sanofi Pasteur 6/2009 to 10/2010
Swiftwater PA
Title: Security Administrator
(ASM Team) 7/2010 to 10/2010
Description: Part of an elite team that manages all Network accounts, software applications, folder security, and email creation. Main objectives are account creation, granting access, following ISP’s, policies and procedures for compliance and adherence.
Title: Support
Analyst 6/2009 to 7/2010
Support for all Sanofi Pasture User Computers,
Applications and Servers in
Responsibilities
Applications supported SAP, SAS, SAP CRM, Remedy, VPN,
Beckman LIMS, Alteris, eRoom, Documentum, Microsoft Project, SQL and over 200
different software applications. Defines
and prioritize, refer, track, and escalate End-User problems in accordance with
Service Level Agreements. Use automated tools to route, monitor, and track
End-User call ticket ownership through closure. Duties include Active
Directory, Global Policy management, including server and client security. Main
achievement was an advisor, editor, and developer in the creation of the IS
knowledge base application.
Panasonic 11/2007 to 3/15/2009 Global 100
Corporation
Secaucus
NJ
Title: CRM Program and Support Manager
SalesLogix support
for five different companies, along with managing, training a support helpdesk,
and three other advanced SalesLogix technical service personnel. Responsible for
all aspects of the CRM process, including daily interaction with Sage and
primary Sage Partner, and IBM support to manage projects, which also included
monitoring technical billing. Responsibility includes end user support, which
required, employing advanced troubleshooting skills to keep the system,
reliable, accurate, and stable. Third party software Knowledge Sync support
includes daily monitoring, support, development, and maintenance.
Responsibilities
JOHNSON & JOHNSON (CORDIS)
Warren NJ
5/2006 to 11/2007 Fortune 500 Company
Title: Laboratory and Business Systems
Support Lead
Advanced laboratory support, this included support, maintenance, and
administration of all validated laboratory systems at the Cordis Warren NJ
facility. Developed and implemented a Patch deployment system working directly
with Microsoft, IBM, and individual vendors to assess, test and deploy needed
Microsoft, Oracle, Virus, and security patches to validated systems. Support
for all systems,
Responsibilities
NETWORK SOLUTION
Drums PA
8/2005 – 5/2006
Title: Technical Service Specialist
Duties included domain registration, technical trouble shooting of all clients’
websites and web based applications.
Responsibilities
ALPHARMA INC
Fort Lee NJ
8/2000 – 3/2006 Animal Health Division
Title: Data Program Manager
Managed all activities related to the effective development, management,
and support of the company's network and computerized systems. Implemented
Active Directory for 15 NT.40 Servers to Windows 2003 Servers. Responsibilities
included ensuring FDA and Sarbanes-Oxley compliance and direct
oversight of applications, databases, e-mail, web, Intranet, server, LANs,
WANs, connectivity, disaster recovery, testing, and lab systems. Managed the
curriculum courses for compliance to meet FDA, and SOX requirements.
Responsibilities
AMANO CINCINNATI
Roseland NJ
10/1998 – 8/2000 Time and Attendance Company
Title: Webmaster
Web development, construction of new website and online advertising campaigns
including Yahoo, Excite, and MSN. CRM software implemented: Goldmine and ACT.
Responsibilities
EDUCATION
[1978] Western Connecticut State University, Music Ed Danbury
CT
[2007] Belford University, BS Computer Science Humble, TX
[2014] Enrolled Computer Science Education