Shaheen Marwari

Create and Manage Changes to the MS D365 System - • Proactively seek out and identify needed system changes. • Proactively gather feedback from users. • Manage system changes without interruption to the user. • Communicate system changes to the users in advance so they understand the change and how to use it prior to implementation. • Gather requirements from end users. • Manage the change control process and “Change Management”. • Create and maintain fields, views, reports, dashboards, campaigns and other CRM objects and functions. • Create custom objects when necessary. • Handle on‐going customization/ alteration. • Maintain, enhance and create workflows, functions and configurations within the CRM environment. • Create new reporting capabilities and respond to ad hoc reporting requests as needed. • Provide support functions as needed. Maintain System, Security and Integrity - • Grant/ remove and maintain user licenses. • Maintain security including sharing rules and security levels. • Design, Create and maintain user roles, profiles and hierarchies. Process Creation, Documentation and Maintenance - • Document company processes and workflows. • Develop process documentation and field maps. • Create new processes and associated reporting. Process Creation, Documentation and Maintenance - • Document company processes and workflows. • Develop process documentation and field maps. • Create new processes and associated reporting. Data Quality and Maintenance - • Import data as appropriate. • Manage duplicate records. • Monitor and improve data quality. • Ensure data integrity by merging duplicate Leads, Contacts, and Accounts; performing mass uploads and updates of data as required; Removing unnecessary fields and data; ensuring screens, fields and workflow have accurate names and reflect current workflow. Report and Dashboard Creation and Maintenance - • Create and maintain dashboards.

- Managing 50 user accounts - Providing support to internal users - Organise and sign-off unit testing before upgrades - Liaising with third parties who support the Dynamics CRM setup to resolve non-functional issues - Applying any new Customisation - Testing new processes and customisation

- Accurately input records of new contacts and update records of existing contacts as necessary - Undertake the input of a large number of monthly and one-off data imports from data suppliers from a variety of data houses in an accurate and orderly manner - Deal with telephone and email requests, both from colleagues and contacts to update information on CRM - Produce standard reports and other quality control functions

- To provide data support services to Conference & Event Management department - Maintenance and upkeep of internal CRM system “ISYS” as it impacts on Conference and Events - Successfully executed a marketing campaigns through mail and email - Using Access to pull Keystroke and Binleys data lists - Responsible for gathering data from in-house database for use in campaigns - Data cleansing - Input/amend/remove names from Keystroke/Binleys/Internal databases - Hold ownership of the list of names of those people that would like to be kept updated on future conferences. - Building internal data lists for each of our conference sectors that we can just include in the mailing list whenever a relevant conference arises - Source mailing data from external organisations