Lalita Patil
Atlanta,GA
Summary
Sr. PMP Certified Project manager with over 14+ years of experience in Microsoft Dynamics platform with experience in both on-premises and cloud versions. Excellent domain expertise in healthcare, manufacturing, Entertainment, Finance, and hi-tech industry. Proven experience in end-to-end implementation of MS Dynamics 365 F&O, Business central, CRM on cloud. Hands-on experience in requirement gathering, analysis, solution, development, Testing, and rollouts. Excellent ability to interact with Sr. Management and collaborate with infrastructure teams for optimal delivery.
Overview
18
18
years of professional experience
1
1
Certification
Work History
D365 IT Project manager
Elma Electronic Inc
Lawrenceville, GA
06.2024 - Current
- Led the implementation of Microsoft Dynamics 365 ERP for a global organization, managing IT scope, data migration, testing, and user training
- Acted as the primary liaison between IT and business functions, ensuring alignment with business goals and reporting to senior management
- Developed and maintained a comprehensive project plan, including detailed Gantt charts
- Managed the project timeline, ensuring the IT scope was completed on time and within budget
- Coordinated with cross-functional teams to address issues and keep the project on track
- Managed resources for various workstreams, including data cleansing, process mapping, and testing
- Facilitated daily communications with business process owners, IT support, and ERP experts
- Led internal reviews to track project milestones, address risks, and escalate issues as necessary
- Led the data cleansing and migration efforts, ensuring data integrity across business functions
- Coordinated testing plans, including unit testing, scenario testing, and user acceptance testing (UAT)
- Managed the creation of test scripts and oversaw the execution of testing activities
- Ensured timely development of training materials, working with business process owners to create effective content
- Managed the training log, collected feedback, and tracked end-user training progress
- Provided coaching to internal project team members to help them succeed in their tasks
- Directed the preparation and execution of the business cutover plan, ensuring a smooth transition to the new ERP system
- Conducted post-Go-Live follow-ups to ensure business continuity, focusing on optimizing MRP functionality, BI reporting, and user adoption
- Created and maintained the project plan, providing regular updates to senior leadership and key stakeholders
- Reported progress, risks, and issues to the ERP Program Director, ensuring transparency and alignment with overall project goals
- Managed domestic and international travel, coordinating activities at multiple implementation sites, including both US and European locations
- Skills & Tools Used: Project Management: MS Project, DevOps, Agile methodology, smart sheet; ERP Expertise: Dynamics 365 ERP, Data Migration, LCS data refresh; Stakeholder Management: Cross-functional team coordination, communication with senior leadership, risk management; Training & Documentation: Creating and auditing training materials, preparing user documentation
- Results: Successfully delivered the Dynamics 365 F&O implementation on schedule and within budget, significantly improving operational efficiency, data accuracy, and business process automation across the organization
Sr. Microsoft Dynamics 365 F&O Product Owner
Creative Artists Agency CAA
Los Angeles, California
02.2023 - 03.2024
- Led the analysis, configuration, and integration of financial systems, primarily D365 F&O, across global platforms (USA, Europe, Asia)
- Managed requirements gathering, system testing, and data migration from legacy systems, ensuring accuracy and seamless transitions
- Key Achievements: System Configuration & Testing: Configured financial systems and executed test plans, scripts, and UAT to improve processes and ensure accurate outcomes; Data Integration: Led successful data migration from legacy systems to standardized global platforms; Stakeholder Communication: Acted as liaison between business teams and technical solutions, ensuring alignment and resolving blockers; Global Support & Training: Provided ongoing training and support to finance teams, ensuring adherence to best practices; Strategic Execution: Contributed to financial system enhancements and project management, delivering results in a global context
- Software Utilized: Microsoft Dynamics 365 Online 2023, E-Agent, Team Foundation Server, SharePoint, Microsoft Portals, DevOps, DATA BASICS, Smart sheet, MS Visio, XRM Toolbox, web app SNOW for support tickets, Remit Vault, Rundown, Booking Report app
Sr. Microsoft Dynamics 365 F&O Lead
OTIS Elevators
Jupiter, Florida
06.2022 - 12.2022
- Presented functional support for Dynamics 365 Finance & Operations (F&O), specializing in Supply Chain Management (SCM) modules to optimize business processes for leading elevator and escalator manufacturers
- Created detailed Business Requirements Documents (BRD) and executed solution testing for accuracy and business acceptance
- Configured key SCM modules, including Sales, Purchase, Procurement, Trade & Logistics, and Inventory Management by leveraging certifications in the latest D365 F&O versions
- Ensured application maintenance and operations, performed data mapping, and supported data migration initiatives
- Collaborated with business users to understand challenges by driving fit-gap analysis and piloting solutions to enhance operational efficiency and system features
- Assisted in successful data migration, ensuring accuracy and system functionality post-migration
- Played a key role in Master Data validation, go-live activities, and system readiness
- Resolved Level 2 & 3 support tickets within SLA, improving system reliability and user satisfaction
- Streamlined business workflows in Sales, Purchase, and Inventory Management, enhancing operational efficiency
- Analyzed and re-engineered client business processes to improve operational outcomes
- Proficient in D365 F&O SCM modules, with certifications in the latest versions
- Configured and implemented SCM modules (Sales, Purchase, Procurement, Trade & Logistics, Inventory) in D365 F&O
- Led Master Data validation, cut-over, and go-live activities, collaborating with Change Management teams
- Built strong relationships with 20+ cross-functional teams to resolve complex business issues and drive consensus
- Software Utilized: Microsoft Dynamics 365 Online 2022, Lynx (legacy application), Team Foundation Server, SharePoint, Microsoft Portals, MS CRM CE for customer management, DevOps, DATA BASICS, Smart sheet, MS Visio, XRM Toolbox, web app, SNOW for support tickets, EIM2, Otis connect
Sr ERP Systems Techno-Functional Analyst
TPG
Fort Worth, USA
01.2022 - 05.2022
- Company Overview: TPG is an American public investment company
- I have an expert understanding of the SDLC lifecycle, and the requirements associated with maintaining SOX compliance
- As a D365 techno/functional consultant, I am heavily involved in Analyzing/evaluating, creating documents to maintain SOX Compliance for auditing purposes, and testing current business systems for the development and configurations done by the Hitachi development team
- Configured security roles and Workflows for AR Cash Receipt
- Expert in Data Management & Dynamics 365 Support
- Manage Dynamics 365 support tickets and aid North America region partners, clients, and customers
- Collaborate with Microsoft product teams to address escalations and requirements
- Conduct training (KT) for end-users and ensure smooth transaction processing in AX
- Prepare test cases, validate functionality, and support successful user implementation
- Facilitate client discussions, document MOMs, and provide reports as required
- Develop data migration templates for AX imports and ensure data accuracy
- Assist in the creation of legal entities in prototype and development environments, conducting thorough testing to ensure bug-free deployments
- Coordinate with the technical team on module customizations and provide development estimates based on user requirements
- TPG is an American public investment company
- Software Utilized: Microsoft Dynamics 365 F&O Online 2022, Team Foundation Server, SharePoint, Microsoft Portals, MS CRM Field services (I Care), DevOps, DATA BASICS, Smart sheet, MS Visio, XRM Toolbox
Microsoft Dynamics 365 F&O & Field Services (CE) Lead
Convergint Technology
Chicago
01.2021 - 12.2021
- Oversaw design sessions and requirements reviews for Dynamics 365 modules, focusing on streamlining Account Receivables, Project Management, and Billing processes to enhance end-user efficiency and reduce operational costs
- Conducted in-depth analysis and remediation of process bottlenecks, ensuring seamless integration of client operations with no discernible gaps before transitioning to the Development Team
- Equipped offshore support teams with necessary skills for business process management, minor setup, and configurations within the Dynamics 365 application, fostering global team competency and self-sufficiency
- Executed data cleanup for data migration, ensuring data integrity and accuracy for system-wide operations
- Coordinated execution of new business opportunities (M&As) Rollouts
- Spearheaded Functional lead role for the global ERP replacement project, ensuring robust design and effective rollout
- Authored detailed knowledge articles and conducted extensive training for end-users, significantly enhancing their capability to utilize the system effectively
- Rolled out 4 of 112 M&As within a year, leading to efficient data migration and user access setup in both Dynamics 365 Finance & Operations and I Care (MS Dynamics CRM)
- Solutioning for requirements, including driving a standard design for global use for several M&As
- Conducted Requirement Gathering alongside SME, Solution Design for Sales Cycle, Coordination with the project steering committee, Gap Analysis, and Detailed Design Document for the implementation
- Software Utilized: Microsoft Dynamics 365 F&O Online 2022, Team Foundation Server, SharePoint, Microsoft Portals, MS CRM Field services (I Care), DevOps, DATA BASICS, Smart sheet, MS Vizio, XRM Toolbox
MS Dynamics 365 F&O/SCM Project Lead
PODS
Clearwater, Florida
02.2020 - 12.2020
- Managed end-to-end Dynamics 365 Finance and Operations (F&O) implementation for Accounts Receivables and Billing module, ensuring integration with legacy systems and client operations
- Steered in-depth design sessions with Subject Matter Experts (SMEs), identifying process inefficiencies and recommending enhancements
- Orchestrated development and deployment of twelve batch jobs for automated invoice generation and posting, streamlining payment processes through ACH and credit card methods
- Trained an offshore team on D365 application nuances, from packing slip generation to invoice posting, including setup and configuration for various functions within the application
- Developed training materials for offshore teams, significantly improving their proficiency with D365 F&O
- Oversaw drafting and maintenance of Azure DevOps deliverables by enhancing project tracking and transparency
- Acted as the primary functional contact for client by addressing inquiries and ensuring satisfaction with IT solutions
- Facilitated design workshops by collaborating with SMEs, business analysts, and development team to refine project requirements
- Software Utilized: Microsoft Dynamics 365 F&O Online, Team Foundation Server, SharePoint, Microsoft Portals, ISV RED MAPLE & SK Global, DevOps, RBMS, Postman, Sidekick, Order Entry
MS-Dynamics 365 Product Manager
Verint Systems
Atlanta
04.2018 - 12.2019
- Headed global migration from Oracle to MS Dynamics CRM and Business Centre by integrating incident management for APAC and EMEA customers onto a unified platform
- Coordinated with support groups to establish global design requirements, leading to successful CRM And F&O implementation
- Enabled design workshops, authored functional documentation, and delivered end-user training
- Monitored project progress by providing detailed reports on status, burn rates, and tasks to project directors and stakeholders
- Maintained project documentation confidentiality using SharePoint
- Modernized data transfer processes by implementing IBM Aspera for Dynamics 365 cloud, enhancing security and efficiency
- Ensured compliance with HIPPA/PCI by supporting the infrastructure team in document security solutions
- Implemented project management best practices to improve project delivery, resulting in a 20 % reduction in project delays and improved customer satisfaction
- Conducted root cause Analysis on ongoing project issues and developed actionable recommendations to mitigate future risks
- Developed weekly support dashboards using Power BI, improving visibility into project status and support metrics
- Customized Dynamics CRM, including entities, forms, attributes, views, charts, relationships, business rules, and ribbons
- Participated in requirement gathering of Billing Process, sales tax, service tax and collaborated with SK Global
- Set up Credit Card and Payment Authorization with Red Maple
- Authored SQL Server Reports and coordinated customizations with offshore development teams by ensuring timely delivery
- Create an internal ticketing system using Service Now and coordinate with offshore teams on custom development for complex customizations
- Collection & Analysis of client business processes for newly acquired M&As, Documentation, Mapping the requirements, and proposing suitable changes in line with the D365 F&O
- Collaborated with SMEs on various M&As and divestiture strategies, including options analysis and recommendations
- Managed and performed statement (SOW) of work and contract creation to secure new and follow-up work
- Software Utilized: Microsoft Dynamics CRM sales 2019, Dynamics Business center, Team Foundation Server, SharePoint, intelligent Portals, Splunk, IBM Aspera, Splunk, DevOps, VDI, Service now, XRM Toolbox, Kingsway Soft (Data Integration), Smart sheet
MS-Dynamics Functional Analyst
Qualcomm
San Diego
01.2017 - 03.2018
- Administered third-level support for global applications, ensuring optimal performance and user satisfaction
- Co-operated with development teams and second-level support to resolve issues in MS Azure and AX2009, enhancing system efficiency and user experience
- Gathered complex requirements from Service Operations and mobilization teams, validating and supporting their integration into existing systems
- Updated deployment processes by influencing leaders to adopt process changes and alternative application tools
- Eased credit card setup and payment authorization processes to ensure seamless billing operations
- Optimized the use of Microsoft Dynamics 365 Business Central, SharePoint, Team Foundation Server, DevOps, and ServiceNow for efficient support and development tasks
- Led requirement gathering for billing, sales tax, and service tax processes within Business Central, ensuring compliance and enhancing financial accuracy
- Streamlined deployment processes by collaborating with cross-functional teams to implement necessary process changes or integrate alternative tools within Business Central
- Developed and migrated product enhancements and customizations to production environments within Business Central
- Configured and set up credit card and payment authorization systems within Business Central to ensure secure and efficient transaction processing
- Software Utilized: Microsoft Dynamics AX2009, Dynamics Business Central, Team Foundation Server, SharePoint, DevOps, VDI, Service now, XRM Toolbox
MS-Dynamics Business Analyst
Athenahealth
Atlanta
06.2015 - 11.2016
- Configured Microsoft Dynamics CRM systems to align with evolving business requirements
- Led requirement gathering and analysis for billing processes, ensuring compliance with sales and service tax regulations
- Streamlined deployment and provisioning workflows to enhance system functionality and user experience
- Designed business processes and integrations, optimizing the CRM's operational efficiency and data migration strategies
- Extended CRM capabilities through the development of new entities, forms, workflows, and reports, leveraging tools such as Microsoft Dynamics 365 F&O, Integrated Service Hub, and Scribe
- Facilitated knowledge transfer by providing business user training and post-rollout support, enhancing system adoption and proficiency
- Championed the evaluation and integration of new technologies within the CRM ecosystem, fostering innovation and continuous improvement
- Design business processes and integrations between Microsoft Dynamics CRM applications and other applications
- Serve as a Subject Matter Expert (SME) within all aspects of CRM software including technical requirements, system configuration, user requirements, and system upgrades
- Conducted Requirement Gathering alongside SME, Solution Design for Sales Cycle, Coordination with the CRM internal team, Gap Analysis, Detailed Design Document for the implementation
Microsoft Dynamics 365 F&O Consultant
Great American Insurance
Cincinnati
01.2015 - 06.2015
- Designed, implemented, and executed overall automated testing software infrastructure to support modular test management and execution
- Designed, developed, and debugged automated test scripts for critical software using modern test automation tools such as Selenium, Cucumber, Postman
- Provided technical mentoring to junior-level software engineers in building automated test software
- Define, document, analyze, perform, and interpret developmental tests for new and/or modified system components
- Provided backup Lead support; Assigned testing tasks to other team members; monitored progress, ran team stand-ups, and supported Program Management meetings and customer-facing meetings
- Participate in developing, maintaining, and refining internal quality control and reliability programs
- Participated in User Acceptance Testing (UAT), System Testing, Smoke Testing, and Integration Testing, Interface Testing, and Regression Testing
- Maximize test automation and participate in test-driven development activities including peripheral systems and access points
- Created test reports
- Documented and managed defect identification through resolution and closure
Navision Support (Business Central)
Life science Innovations
Minnesota, Remote
01.2011 - 01.2012
- Manage securities and permissions within NAV
- Manage and troubleshoot EDI processes
- Provide day-to-day and on-call second tier end-user application support, as appropriate for 200 business users.
- Troubleshoot and coordinate with third party consultants as needed to resolve issues
- Ensure the timely and effective delivery of planned solutions into ongoing daily activities
- Design and ensure functionality of various reporting in NAV and using Microsoft Power BI and Jet Reports
- Maintain current reporting and make enhancements as needed
- Develop on-going reports needed by the business to improve information and decision making
Microsoft Dynamics AX Consultant
Reliance Industries
Mumbai
08.2007 - 09.2010
- Collaborating with the development team to write test cases
- Executing the 30+ test cases
- Documenting any defects found and working on their resolution
- Preparing and providing data for load testing of applications
- Drafting requirements documents for design components
- Testing for monthly releases and agile cycle testing
- Coordinating and preparing project statuses
- Working with reporting teams to define online and transactional reporting needs
- Automating the testing process using QTP for order processing
- Supported change management initiatives by guiding staff through new processes resulting from system implementations or enhancements.
- Improved business processes by designing and implementing Microsoft Dynamics AX solutions.
- Developed strong relationships with clients, fostering long-term partnerships and repeat business opportunities for the company.
- Analyzed client requirements to develop customized Dynamics AX functional solutions for enhanced efficiency.
- Managed project risks effectively through proactive identification, assessment, mitigation planning, tracking, control, and reporting.
- Monitored and tested application performance to identify potential bottlenecks, develop solutions and collaborate with developers on solution implementation.
- Managed installation, upgrade and deployment projects and provided on-site direction for network engineers.
- Resolved issues related to operational components for LAN, WAN and voice systems.
- Designed and implemented system security and data assurance.
- Managed use of various types of databases and configured, installed and upgraded new ones.
- Defined enterprise processes and best practices and tailored enterprise processes for applications.
- Evaluated existing business processes and recommended process improvements, leading to increased efficiency and reduced operational costs.
- Managed and monitored installed systems for highest level of availability.
- Increased client satisfaction by providing timely resolutions to reported issues and delivering exceptional customer service.
Education
Master of Business Administration - Data Analytics
Liverpool John Moors University
UK03.2022
Postgraduate Diploma - Business Administration
Institute of Management Technology
India01.2021
BBA - Finance
South Gujarat University
India04.2005
Skills
- Business Process Optimization
- Data Mitigation & System Integration
- MS 365 Configuration & Deployment
- SOX Compliance & Financial Controls
- Acquisition Integration Planning
- Organizational Strategy
- Production Management in Consumer Projects
- Project Management & UAT
- Financial System Analysis
- D365 F&O Implementation
- SCM & Sales/Purchase Management
- Financial Reporting & Accounting
- Resource planning and Onboarding
- Resource allocation in Project
- Team Building & Leadership
- System Support & Training
- Agile Scrum master
- Stakeholder Management
- Product Backlog Management
- Project reporting to Steering committee
- Change management and SOW
Accomplishments
- Program budget >$20M
- 2000 plus employee/end user base
- Multiple sites
- Manufacturing
- Big ERP product experience
- D365 preferred or Oracle, SAP
- Experienced building & maintain a program budget
- Experienced in vendor management
Certification
- SAFe 5 Product Owner/Product Manager, 2022
- ScrumMaster (CSM), 2021
- MB-310: Microsoft Dynamics 365 Finance & Operations, 2020
- MB-230: Microsoft Dynamics 365 for Customer Services, 2019
- PL-600: Microsoft Power Platform Solution Architect, 2024
- MB-335: Microsoft Dynamics 365 Supply Chain Management Functional Consultant Expert, 2024
Training
- Business Analyst, Atlanta, Georgia, 2013
- Quality Assurance (Testing Tools), Atlanta, Georgia, 2012
Languages
English
Native or Bilingual
Timeline
D365 IT Project manager
Elma Electronic Inc
06.2024 - Current
Sr. Microsoft Dynamics 365 F&O Product Owner
Creative Artists Agency CAA
02.2023 - 03.2024
Sr. Microsoft Dynamics 365 F&O Lead
OTIS Elevators
06.2022 - 12.2022
Sr ERP Systems Techno-Functional Analyst
TPG
01.2022 - 05.2022
Microsoft Dynamics 365 F&O & Field Services (CE) Lead
Convergint Technology
01.2021 - 12.2021
MS Dynamics 365 F&O/SCM Project Lead
PODS
02.2020 - 12.2020
MS-Dynamics 365 Product Manager
Verint Systems
04.2018 - 12.2019
MS-Dynamics Functional Analyst
Qualcomm
01.2017 - 03.2018
MS-Dynamics Business Analyst
Athenahealth
06.2015 - 11.2016
Microsoft Dynamics 365 F&O Consultant
Great American Insurance
01.2015 - 06.2015
Navision Support (Business Central)
Life science Innovations
01.2011 - 01.2012
Microsoft Dynamics AX Consultant
Reliance Industries
08.2007 - 09.2010
Master of Business Administration - Data Analytics
Liverpool John Moors University
Postgraduate Diploma - Business Administration
Institute of Management Technology
BBA - Finance
South Gujarat University
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