Summary
Overview
Work History
Education
Skills
Tools
References
Timeline
Generic
Katherine Perry

Katherine Perry

Project Manager/ Business Analyst
Denver,CO

Summary

Strategic Project Manager and Business Analyst with over 13 years of specialized expertise in Microsoft Dynamics 365, and 25 years of cross-industry business experience. Proven ability to lead complex, enterprise-wide system implementations, drive operational efficiency, and translate business requirements into scalable technical solutions. Known for transparent communication, collaborative leadership, and a strong track record of delivering high-impact projects on time and within budget. Skilled in Agile delivery, stakeholder engagement, and cross-functional coordination, with hands-on experience across the Microsoft 365, Azure, and Power Platform ecosystems.

Overview

13
13
years of professional experience

Work History

Dynamics Consultant Project Lead

Decision Systems LLC (contract via Beacon Hill)
Denver
02.2025 - 05.2025
  • Led cross-functional delivery efforts to enhance Microsoft Dynamics 365 Field Services, managing sprint planning, backlog grooming, and task prioritization in a fast-paced, Agile consulting environment.
  • Planned and executed a large-scale data remediation and import project, increasing data integrity and reducing manual entry time by 30%, contributing to improved operational efficiency and reporting accuracy.
  • Performed risk assessments, identified potential risks, developed mitigation strategies, and monitored risk status throughout the project lifecycle.
  • Provided task guidance and informal leadership to internal team members, and tracked progress to ensure timely and accurate delivery of assigned responsibilities.
  • Maintained accurate documentation and tracked project tasks, scope changes, and key milestones using Azure DevOps and Jira, ensuring up-to-date records to support team coordination and stakeholder visibility.
  • Gathered and analyzed business requirements through stakeholder interviews and documentation sessions; transformed insights into solution designs that aligned with both technical architecture and business goals.
  • Created and presented a detailed project scope and line-item budget for a new Dynamics 365 Sales deployment, securing executive sponsorship, and cross-departmental alignment.
  • Developed internal and client-facing process documentation, including Standard Operating Procedures (SOPs), and a structured sales process for Decision Systems to support future growth and operational alignment; contributed to UAT coordination and ongoing process improvement initiatives.
  • Contributed to the initial setup and exploration of Microsoft Customer Insights Journeys to support internal marketing strategy and lead nurturing efforts at Decision Systems.
  • Initiated internal sales enablement efforts by building a qualified leads list using LinkedIn Sales Navigator and other tools; laid the groundwork for future outbound campaigns to expand Decision Systems' client base.
  • Facilitated key Agile ceremonies (stand-ups, retrospectives, sprint reviews), proactively mitigated risks, and communicated progress to stakeholders, ensuring alignment on timelines, deliverables, and dependencies.

Sr. Business Analyst – Dynamics 365 CE

Mattamy Homes / Signature Commercial Solutions, LLC
Denver
11.2023 - 06.2024
  • Contracted to assist with the Dynamics implementation project across business units for Mattamy Homes.
  • As a functional business analyst, I worked with stakeholders to understand business requirements, document in Azure DevOps and assisted with build, implementation, and testing.
  • Identified and authored scenarios, user stories, and requirements with various groups.
  • Performed impact analysis of changes to an application and technology platform.
  • Conducted thorough testing with documentation for sprint delivery phases for Sales and Marketing functionality.
  • Participated in all phases of the Solution Delivery Life Cycle including planning, requirements definition, solution design, test planning and execution and implementation of business applications, system upgrades and enhancements.
  • Assisted in the implementation of Live Chat and Talkdesk Integration.
  • Developed and documented a proof of concept for a separate business unit implementation.
  • Presented to Executive stakeholders in out of state meeting for sign off.
  • Provided best practices analysis and guidance to leadership.
  • Worked with end users to understand and report bug issues to developers.

Sr. Global Sales Excellence Manager – CRM Process & Change Management

Microsoft/Bluehawk
Denver
07.2022 - 07.2023
  • Recruited to lead the operationalizing of new features and processes in Dynamics CRM and custom UCM-A interface to ensure operational excellence within the sales team and influenced communication plan and content.
  • Built effective communications strategies and content aligned with project leadership and strategy, including key emails, collateral, and effective communication WIIFM (What’s in it for me) to users.
  • Landed critical path changes X-geo, X-seg, X-role as needed.

Business Analyst / Project Manager / CRM Administrator

BOA Technology
Denver
01.2019 - 02.2022
  • Hired as the analyst and owner of all projects utilizing Microsoft Dynamics 365.
  • As the sole business analyst and project leader, I was completely responsible for recruiting project resources, developing budgets, creating user stories, documenting functional and business requirements, performing ROI analysis, interviewing stakeholders, identifying requirements, conducting gap analysis, developing project plans using the Agile and Waterfall methodologies, interfacing with IT staff and other departments, creating training documentation and performed global in person user training.
  • Assessed pre-existing Dynamics environment, interviewed end users and stakeholders, defined new requirements for improvement, developed a project plan, architected implemented new and improved version to end users.
  • Managed large projects and complex sales operations on a global scale with teams across the United States, Austria, Japan, Korea, and China.
  • Implemented a companywide Project Approval Lifecycle (PAL) process which included standard operating procedure documentation.
  • Enforced adoption of Agile Methodology and established the groundwork for BOA’s Project Management Office (PMO) through traditional Project Management and Scrum methods.
  • Reduced IT costs by 25% through vendor negotiation and license analysis.
  • Increased company-wide adoption of Microsoft Dynamics 365 and other Power Platform components.
  • Assisted in BOA’s acquisition process by ensuring new compliance goals were met.

Business Analyst / Project Manager

Transwestern
Houston
06.2016 - 12.2018
  • As a business analyst and project manager, I was assigned the responsibility of managing a company-wide rollout of Microsoft Dynamics CRM.
  • During this project I analyzed the needs of each business line, interviewed stakeholders, created a list of requirements, developed a project plan, worked closely with developers to identify issues and enhancements, and mitigated risks to project timeline and budget through encouraging honest transparent communications.
  • Partnered with sales and operations teams to deliver operational excellence across major accounts.
  • Served as the Chief Architect for all in-house CRM solutions.
  • Interfaced with executive team to drive vision and provide status updates.
  • Built strong relationships with customers and managed customer success.
  • Negotiated vendor contracts and established long-term multifaceted relationships.
  • Always maintained a hands-on approach to software development.

Sales Operations Analyst / Project Manager / CRM Specialist

Audubon Companies
Houston
10.2014 - 06.2016
  • Managed and supported two CRM instances for Audubon Engineering and Audubon Field Solutions.
  • Responsibilities included reviewing current business processes and making recommendations for improvement, creating, and maintaining project plans, data analysis, form customization, performing ROI analysis, tracking changes through change control processes, created and improved workflows, implementing new processes, and trained end-users.

Marketing & Sales Operations Associate / Project Manager

InterMoor
Houston
04.2012 - 10.2014
  • Recruited in sales operations to support the new Business Development team, including implementing processes, revamping sales presentations, and serving as an inter-department project manager and client-company liaison.
  • Assisted with marketing initiatives (branding, promotions, trade show booths) as well as sales strategies for new products.
  • Plan and execute company events; contribute to special projects such as document control, inventory database consolidation, and corporate strategy.
  • Project-managed the implementation of the new CRM system through traditional PM methodologies and management skills.
  • Functioned as the system’s Administrator and Expert User while working closely with CRM partners to address and resolve several system issues.

Education

Project Management Training -

BOA Technology
Denver, Colorado
01.2021

Certified Scrum Master -

Scrum.org
01.2018

Bachelor of Business Administration - Management

University of Houston
Houston, Texas
01.2011

Skills

  • Agile / Waterfall SDLC
  • Stakeholder engagement
  • Team leadership
  • Client rapport
  • Proposal development
  • Cultural awareness
  • Verbal and written communication
  • Lifecycle Management
  • Process Improvements
  • Product Management
  • Project Scheduling
  • Quality Control
  • Requirements Analysis
  • Resource Planning
  • Solution Evaluation
  • Strategy Analysis
  • Task Management
  • Team Collaboration
  • Training
  • Vendor Management

Tools

Microsoft Dynamics 365 Sales

Microsoft Dynamics Field Services

Microsoft Customer Insights Journeys

Microsoft SharePoint

Microsoft Power Apps

Microsoft Power Automate

Microsoft Power BI

Microsoft SharePoint

Microsoft Teams

Azure DevOps

Jira

Salesforce

Smartsheet

Miro

Trello

Workday

Visio

Click Dimensions

QuickBooks

Apple IoS

G-Suite

Canva

References

References available upon request.

Timeline

Dynamics Consultant Project Lead

Decision Systems LLC (contract via Beacon Hill)
02.2025 - 05.2025

Sr. Business Analyst – Dynamics 365 CE

Mattamy Homes / Signature Commercial Solutions, LLC
11.2023 - 06.2024

Sr. Global Sales Excellence Manager – CRM Process & Change Management

Microsoft/Bluehawk
07.2022 - 07.2023

Business Analyst / Project Manager / CRM Administrator

BOA Technology
01.2019 - 02.2022

Business Analyst / Project Manager

Transwestern
06.2016 - 12.2018

Sales Operations Analyst / Project Manager / CRM Specialist

Audubon Companies
10.2014 - 06.2016

Marketing & Sales Operations Associate / Project Manager

InterMoor
04.2012 - 10.2014

Project Management Training -

BOA Technology

Certified Scrum Master -

Scrum.org

Bachelor of Business Administration - Management

University of Houston

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