Senior Technical Architect

Paxton Tait

SUMMARY

Paxton Tait is currently an independent techno-functional consultant. With over 18 years of experience in business application software development lifecycle (SDLC) focusing on Customer Engagement (CE / CRM) processes and automations; his roles of participation range from an internal SME, Technical Developer / Architect, Functional Analyst, and Project Lead.

As an Senior Technical resource, he takes great interest in understanding client’s business needs and can identify pain points, potential value adds and address internal stakeholder’s questions/concerns throughout all project phases. Years of Agile and Waterfall project implementation experience of creating viable solutions on top of Power Platform’s Power Apps / Dataverse (formerly Dynamics 365 CE) / Azure with Model-driven Apps, Canvas Apps, CoPilot studio, Azure function Apps, and misc. .NET Apps designed to fit client’s needs across their organization.

Additionally, Paxton has depth of experience enhancing, maintaining, migrating and troubleshooting existing on-prem, online and hybrid environments.

AREAS OF EXPERTISE

INDUSTRIES

Microsoft Dynamics CRM 3.0 [on-prem only] to 365

All CE Modules: Sales, Service, Project Operations, Field Service, Marketing, Nonprofit

Power Platform solution & Azure DevOps CI/CD

System Integrations– Scribe, WebAPI, ESB, EDI, KingswaySoft / SSIS, Dual Write, Azure Data Factory

BI Reporting PowerBI

Business/Functional Analysis Design & Development

Office 365, SharePoint, AWS, GCC, web hosting

Technical Lead

Communications & Training Development

Data Migration- SSIS, Azure Data Factory

Print & Email Marketing Campaigns

Sales, Service & Marketing Automation

Governance Best Practices, SDLC, ALM & DLP polices

HTML5, .Net / C#, XML, JS, Typescript, React, Bootstrap

Azure Function Apps, Azure API Mgt, Azure Datalake

Aerospace Defense

Retail

Financial Services

Manufacturing – Chemical, Biotech, Furniture

Wholesale

Construction

Waste Management

Entertainment, Music

Medical (Life Sciences and Lab Services)

Healthcare recruitment and care providers

Education

Nonprofit

PROFESSIONAL EXPERIENCE HIGHLIGHTS

RELEVANT CONSULTING PROJECTS:

Technical CE Lead – multi-state Healthcare recruiter & provider, Dynamics CE Service, Marketing & Sales, multiple Model-driven apps, Azure data factory integration CE to Proprietary ERP, custom IP Azure function app integrated w/ MS CE 365, Power Platform pipelines:

Project consulting implementation value +$1 million while supervising’s 3 functional & 3 technical consultants

Technical CE Lead – Furniture Manufacture, Dynamics CE Service, Omnichannel (VoIP), Dual Write integration FnO, Web Forms API App, IVR w Copilot Studio (Power Virtual Agents), multiple Model-driven apps.

Lead Technical implementation while supervising’s 2 functional consultants staffed on consulting project

CRM Lead – Entertainment, multiple Dynamics 365 for Sales & On-Prem instances with Custom .Net Apps, NAV & SAP.

Worked across multiple LOBs to implement xRM functionality along with on/offshore external and internal dev teams

Lead Developer – Aerospace Defense, Dynamics CRM Online (Govt. cloud) SAP with Scribe.

Hired as CRM Dev/Admin within 8 months became Technical Lead upon Architect’s turnover, project’s success won multiple internal awards

Project Lead – Chemical Manufacturing, Dynamics CRM Online upgrade with Oracle Scribe Integration.

Microsoft’s Front end JS deprecation of SOAP Api calls created client urgency, utilized offshore internal resources for ERP specific tasks

COMPANY HISTORY:

Contractor – Sunrise Technologies, Winston-Salem, NC 2022 - Present

Principal Consultant – PartnerSource-IT Rancho Santa Margarita, CA 2018 - Present

Principal Consultant – Paxton Tait’s CRM Consulting, Los Angeles, CA 2015 - Present

Contractor – William Morris Endeavor IMG, Beverly Hills, CA, 2017

Contractor – The Aerospace Corporation, El Segundo, CA, 2015 – 2016

Senior Consultant/CRM Lead – Bond Consulting Services, Long Beach, CA, 2013 – 2015

Corporate CRM Manager – Chapman Automotive Group, Phoenix, AZ, 2006 – 2011

DETAILED PROFESSIONAL EXPERIENCE

Sunrise Technologies, Winston-Salem, NC May 2022 – Current

A multi-year US & Global Microsoft Partner of the Year for Microsoft Dynamics 365 implementations specializations of Dynamics Supply Chain, Sales, Commerce, and Finance & Operations (FnO). Customer’s industries range from distribution, retail, private equity, clothing, nonprofit and manufacturers.

As an independently contracted Senior Technical Architect - working with Nationwide and International Clients; in both project based and global support ticket capacities.

Various Power Platform’s Dynamic CE / Power Apps projects:

oCE Modules: Service, Sales, Field Service, PSA / Project Operations, Omnichannel, Customer Insights [Marketing]

oIntegrations with Dynamics 365 Finance & Operations (FnO), SAP, Marketo, Custom Apps, proprietary Client SaaS

Utilizing Dual Write, Power Automate Flow, SSIS automation, WebAPI (swagger), Enterprise Service Bus (ESB) and Virtual Entities, Azure Data factory

On-prem/hybrid: Kingsway + SQL SSIS

oAzure Suite: function apps, Api Management, Comm. Services, datalake, Data Factory, VMs, Docker, SQL vDbs

oCopilot Studio ( formally Power Virtual Agents ) real-time voice and chatbot

Leveraging offshore internal and client external teams

PartnerSource-IT, Rancho Santa Margarita, CA September 2018 – Current

As an independently contracted CRM Solutions Architect – Providing guidance, functional and technical support in implementing Dynamics 365 CRM projects with additional functionality encompassing their business operation process goals.

2021 Launch Partner - Microsoft’s Tech for Social Impact Non-profit Dynamics 365 CE Industry Solution release

CE Modules: Fundraising and Engagement, Volunteer Engagement Portal, Nonprofit Accelerator

THE CARE GROUP, Beverly Hills, CA July 2017– September 2018

The Care Group is a medical marketing company providing solutions for physicians, laboratories, pharmacies, surgery centers and patients that improve efficiency and overall care, and data to improve diagnoses.

As an independently contracted CRM Consultant – Providing guidance, functional and technical support in implementing a Dynamics CRM project with additional functionality encompassing their business operation processes. The initial phases of the project implementation utilized modified mobile app, custom js forms, custom entities, and plugins for multiple departments. Integrations was entirely cloud based off new Dynamics 365 Data Sync featuring using Azure SQL and Azure VMs; allowed for full SSRS capabilities (i.e. email notifications) in the cloud.

Project was managed with Agile methodology with YouTrack and git source code repository through BitBucket with 2 person dev. team; managed by Paxton Tait’s consulting services.

WILLAM MORRIS ENDEAVOR IMG, Beverly Hills, CA January 2017– June 2017

Originally one of the top entertainment agencies and with its merger with IMG, one of the largest sports agencies; is now on the forefront of the future of Hollywood with its venture into content creation along with representation.

As CRM Lead – Brought in to facilitate agile business app development utilizing the Dynamics CRM platform within numerous lines of business (LOBs). Worked with off-shore resource with full stack .NET development capabilities; incorporating Github, Application Lifecycle Management (ALM), and custom integrations. Internally the firm managed AppDev efforts with enterprise class ALM practices with use of Typescript scripting development, Azure cloud hosted integrations, SSO Office 365 authentication, Logmill.io error reporting, custom abstraction integration app for centralized integration with its custom core competency Contacts Management Database, multiple Sandbox, Dev & QA environments with automated Unit Testing and centralized On-Prem reporting. Below highlights what was achieved:

TV LOB – First project assigned to; came into a project 4-6 months behind schedule with gaps in functionality and consistently late releases. After completing parallel sprints between off-shore development team and Paxton; was able to turn around project direction with on-time releases and stop gap stakeholder's functionality concerns within 3 months by prioritizing development.

Also provided functional business requirements documentation (BRDs), BRD discovery with stakeholders, technical architecture assistance to .NET Lead, user support, training sessions and creation of training documentation.

Global Marketing Material Creation LOB – Assisted in sprint development efforts, user support and user training.

Motion Picture LOB – Functional BRD discovery and technical architecture documentation.

Miscellaneous Legacy On-Prem CRM 2011 Environments – Provided IT staff with technical support and troubleshooting.

THE AEROSPACE CORPORATION, El Segundo, CA 2015 – 2016

A Nonprofit corporation that operates a Federally Funded Research and Development Center (FFRDC) providing technical guidance and advice on all aspects of space missions to military, civil, international and commercial customers to assure space mission success.

As CRM Developer – hired for Developer/Administrator position in a multi-year CRM implementation project using CRM online, SharePoint online, and SSO Office 365; all hosted in the Microsoft US Government Cloud. Aerospace required additional security measures as SSO integrated with PingFederate services for additional ADFS security and daily revolving password proxy infrastructure. Integrations include SAP, LDAP and numerous internal java applications; using Scribe and custom JS web services. Project was spearheaded by Commercial (For-Profit division) within corporation; with expectations of software development department’s effort to retire hundreds Lotus Notes applications with xRM architecture. Overall IT infrastructure is highly secure (US Military & DoD standards), mission critical enterprise environment with encryption at rest data minimum requirements.

Promotion to Lead Developer - Eight months into project CRM architect was released and received a promotion as lead developer/technical lead. A replacement functional architect was hired later 6 months.

Upon release of CRM v1.0 Received 2x SPOT Awards – “on the SPOT” recognition CRM team received for excellence by two internal departments

MCKENNA ENGINEERING & EQUIPMENT CO., Carson, CA 2015 – 2016

Industrial Engineering firm which operates as a Manufacturer’s Representative, a Distributor, a Consulting Engineer, a System Integrator, and an Engineering Contractor. Serving the oil refining & production, sanitary industries (food, beverage, dairy, biopharmaceutical, nutraceutical, pharmaceutical, and cosmetic/personal care), industrial and municipal water and wastewater industries.

As an independently contracted CRM Consultant – Independently contracted consultant for maintaining, training, and upgrading a CRM 2013 On-Prem IFD environment. Originally a Webfortis CRM implementation with an xRM project management piece; rather customized environment which is has many custom entities, reports and code.

BOND CONSULTING SERVICES, Long Beach, CA, 2013 – 2015

Microsoft Gold ERP and Silver CRM partner with +13 years of Dynamics GP, CRM and AX in the Southern California Market.

As Senior Consultant – CRM Lead consultant, helped maintain relationships with extensive active ERP & CRM clients while growing CRM practice by providing exceptional insight of the Dynamics CRM platform. Client industries included manufacturing, biotech, retail, wholesale, and financial services.

Within 9 months, achieved an 25.3% growth in Total 2014 year end CRM consulting services revenue projections over 2013

Architect, Installation, Configuration and Troubleshooting of MS SQL, Windows Server, AD, IIS, AD FS, IE, VPNs, VMs as they relate to Dynamics CRM and Microsoft Best Practices

Additional responsibilities of pre-sale engineer CRM solutions through creation of BRDs, SOWs, and MS SureStep (Agile) project plans

As Project Lead -

o5x ERP CRM integrations using either MS Dynamics Connector or Scribe

o4x CRM 4.0/2011 to CRM 2013 upgrades; encompassing both online and on-prem

o2x Led CRM training during client’s annual National Sales Team meeting, post Go-Live initiates

As Consultant -

oHelp clients utilize new CRM 2013 technologies such as server-side sync, business process flows, business rules and new workflow features

oBrought in for Go-Live training and post UAT deliverables in a project turnaround involving CRM online and Scribe Online integration with Dynamics GP (Original CRM partner walked away from project after UAT).

oPrimary resource for a client’s Merchant Cash Advance Management xRM environment in the SMB capital lending market.

Added NACHA file creation (upload bank ETFs) functionality with other team members.

Supported external SharePoint partners around client’s Customer Portal upgrades

Support during new ownership and IT infrastructure management

oPrimary resource for national chemical manufacture client during unscheduled and forced CRM online 2011 to 2013 upgrade involving On-Prem scribe integrations

Post upgrade, completed 3x Oracle CRM integrations with the help of internal development team members

oProvided additional support bandwidth of enterprise sized waste management client’s EDI container shipping system based off Acom’s EDI EZConnect solution

oDuring client’s CRM 2011 to 2013 upgrade, a major road block occurred when one of CRM DBs was partially corrupt. Verified by MS support, which requested backups as only viable option to proceed; unfortunately, no backups were available. Was able to provide a workaround solution and data migration option that allowed a successful upgrade.

CHAPMAN AUTOMOTIVE GROUP, Phoenix, AZ, 2006 - 2011

Privately held Southwestern region based automotive group, industry ranked in the top 25 largest national dealership with $1.3 billion in annual revenue.

As Corporate CRM Manager – Started with Chapman as part time, during college, web content specialist and quickly grew into a CRM software trainer and eventual CRM system administrator role for +1,500 users.

Achievements –

oNationwide #1 sales position by Ward’s 2011 e-Dealer 100

Within 3 years from Go-Live

o7% increase in CRM specific departmental sales vs. company total sales

In less than 2 years from Go-Live

oIn 5 months implemented 18 different departments between 14 physical locations

Consolidated all stores off 5 different systems to single CRM

Ahead of roll-out schedule by 3 months

oBy second year, executive team requested an 2nd CRM system creation for additional sales and service LOBs

What was done -

Executed business requirements and architect for 2 proprietary Dynamics CRM systems

oUtilizing workflows, front-end JavaScript, and C# plugins

oIntegrated ERP, APIs and web technologies (Adobe AIR, .NET, Mitel PBX, IBM AS/400, OCR Card Scanner)

oSQL Tools development including SSRS, SSIS and report scheduling

2x Upgraded Microsoft Dynamics CRM 3.0 to 4.0

Created technical BRDs, training material and implementation schedule of implementations

Project Management of BRDs and improvements with both external .NET developer consultants and internal web developers

CRM Admin for multiple departments specific CRM systems

oManaged internal IT infrastructure staff’s CRM best practices training, general support procedures and policies

Created short & long term marketing campaigns integrated with Marketing and Service Departments.

oUsing ExactTarget and CRM/SQL technologies – creating a 360-degree customer retention strategy

Created Business Intelligence BRDs and +50 SSRS reports

EDUCATION

Microsoft Certified: Power Platform Solution Architect Expert certification click to confirm

Microsoft Certified: Power Platform Functional Consultant Associate certification click to confirm

Microsoft Certified: Technology Specialist (Certifications acquired):

oCRM 2013 Deployment

oCRM 2013 Application

oCRM 2013 Customization and Configuration

Microsoft .NET Technologies Developer Certificate – University of California, Irvine (2016)

Bachelor’s degree, BS: Business Management – Arizona State University (2007)

GOVT. CLEARANCES

US DoD Contractor (e-Qip) Clearance held from 2015 - 2017

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