Stoneridge Software

Consultant

• Partner with client stakeholders to co-create a shared vision, learning how teams work today and identifying opportunities, including AI and automation to elevate and streamline processes.
• Lead discovery to uncover requirements, analyze current-state processes and roles, and translate needs into clear features, user stories, and a prioritized backlog.
• Guide clients as their primary functional advisor, offering best practices across Dynamics 365 CE, Power Platform, and change adoption.
• Develop future-state solution designs that reflect business goals across workflows, data models, reporting, security, and integrations.
• Document functional specifications, design decisions, and future-state processes to ensure alignment and clarity across teams.
• Maintain and structure requirements in Azure DevOps using Epics, Features, and Tasks, and writing clear, actionable User Stories with measurable Acceptance Criteria to ensure alignment and high-quality delivery.
• Configure Dynamics 365 CE modules to optimize workflows and empower users, always grounding configuration choices in people and process first and then technology.
• Customize entities, forms, views, workflows, business rules, dashboards, and reports to reflect client-specific needs, while identifying opportunities to leverage AI/Copilot and Power Platform tools.
• Establish data governance, security roles, compliance standards, and environment best practices that support sustainable operations.
• Collaborate closely with solution architects, developers, and external partners to integrate D365 CE with EPR, marketing, service, or other business systems.
• Adapt delivery practices within the Proven Process to fit each client’s culture, pacing, and readiness.
• Validate solutions through functional testing grounded in the business processes and defined success criteria.
• Lead stakeholder demonstrations that reinforce understanding, alignment, and confidence in the solution, translating technology choices into business impact.
• Participate in project planning and checkpoint ceremonies, offering functional insight that ensures predictable, low-friction delivery across teams.
• Support readiness and cutover planning by making sure people, process, and technology changes are understood and aligned.
• Drive user adoption through targeted enablement, delivering training, workshops, and hands-on support that equips people to succeed on day one.
• Monitor system performance and business usage, recommending improvements that enhance scalability, efficiency, and process maturity over time.
• Maintain a continuous-improvement mindset, guiding clients on new Dynamics 365 and Power Platform capabilities, modernization opportunities, and evolving AI-driven enhancements.

Senior Dynamics 365 CE Consultant

Solutions Engineer

• Owns end-to-end accountability for CE/Power Platform solution architecture and delivery, balancing business requirements, technical integrity, and delivery execution across the project lifecycle.
• Assists the functional resources/business analysts with requirements gathering and provides design guidance for mid- to large-sized Dynamics 365 (CE) and Power Platform projects. Facilitates discussions with business and technical stakeholders to extract critical business requirements and present functional vision and solutions in software products, customizations, and integrations to meet those needs within Dynamics 365 (CE).
• Deep knowledge of the Power Platform and Dynamics 365 CE (Sales, Customer Service, Field Service, Customer Insights – Journeys and Project Operations). Strong understanding of when to use native features and when it is appropriate to use custom development. Ability to successfully communicate this information to both internal and client teams.
• Works with our implementation delivery team to develop a solution blueprint that includes an estimate, scope, assumptions, epics and features, implementation plan, technology solution, architecture diagrams, ERD, and business process diagram options to meet project goals and longer-term needs.
• Provides leadership to the project team throughout the implementation to ensure accurate delivery of project plans.
• Maintains knowledge of third-party software vendors to leverage complementary offerings and effectively compare and contrast solutions.
• Provides current best practices and solution alternatives as part of functional or technical design documents.
• Communicates complex topics regarding solutions and related projects to audiences both with and without deep technical skills.
• Ability to be client-facing including effectively communicating with the client, leading meetings, and capturing and distributing action items.
• Assists with upgrades of on-premises CRM environments.
• Provides inputs to the project plans, estimates and scope for sales proposals and statements of work.

Dynamics 365 CE Solution Architect

Learning and Development

• Assist in developing Business Analysis workshop programming including creating case studies and activity outlines
• Enhance LMS content by adding content metadata
• Optimize learner experience and prepare for upcoming LMS updates, including design deliverables and communication strategy
• Review and edit Flight School videos, maintaining brand and integrating relevant visual cues
• Ideate and implement low-budget initiatives to increase engagement with L&D organizationally
• Research and compile relevant data reports
• Provide recommendations for reporting improvements and strategies to strengthen manager relationships with LMS data

Senior Dynamics 365 CE Consultant

Dynamics 365 CE Solution Architect

Learning and Development Intern