Columbus

• Partner with clients to design, optimize, and grow digital commerce strategies • Assess digital commerce ecosystems and recommend platforms and tools • Act as a trusted advisor to senior executives • Identify and track the realization of value for clients • Use AI to drive quality and accelerate delivery

• Lead end-to-end implementation of Infor M3 projects or others as needed, ensuring delivery within scope, timeline, and budget • Develop and manage comprehensive project plans, including milestones, resource allocation, and risk mitigation strategies • Monitor project progress, ensuring effective communication and alignment among cross-functional teams, stakeholders, and clients • Manage enterprise-level budgets, proactively monitoring budget to actuals and reporting thereof • Communicate project status to both the project team and c-suite executives to ensure a positive client experience • Proactively identify and resolve customer issues, balancing client satisfaction with Columbus best interests; managing escalations with diplomacy and professionalism, ensuring swift and effective resolution while maintaining strong client relationships • Collaborate with sales and pre-sales teams to draft detailed and accurate SOWs, facilitate the estimation of project budgets, timelines, and resource needs with precision to ensure realistic client expectations and profitable outcomes • Forecast and allocate project resources, ensuring optimal utilization while minimizing resource conflicts • Monitor team performance and provide mentorship and guidance to ensure adherence to project deliverables and quality standards • Ensure the project team follows Columbus Methodology and is producing deliverables to standards and on schedule; maintain project plan • Review and understand the contractual terms and scope of assigned projects • Review key deliverables to assure scope and budget remain aligned • Ensure project setup, time, invoice if required, and expense entry are recorded properly; perform time and expense reviews

• Drive discovery workshops with prospects and customers to demonstrate product capabilities and gather business requirements. • Lead and participate in discovery analysis meetings with customers to understand current business processes. • Serve as advocate for adherence to standards and best practice. • Collaborate with sales team and project managers to define the roadmap and milestones for each project. • On all assigned engagements the Solution Architect should own the proposed solution, work closely with all team members and remain engaged with the client. • Understand the capabilities of the delivery team and provide design guidance and support as needed. • Work with customers and internal teams on infrastructure architecture support. • Provide and/or develop detailed design specifications. • Exhibit excellent verbal and written communication skills; with flexibility to work in a fast-paced, process-oriented environment. • Implement and configure Dynamics CRM/CE per customer requirements. • Assist in software upgrades, including importing data, configuring forms and designing dashboards. • Design and write workflows to streamline business processes. • Write process documentation, user acceptance testing scripts and user manuals. • Test software, communicate with (and sometimes manage) offshore development staff. • Train and support CRM end users. • Stay curious and lead adoption of the latest D365 features and enhancements including Microsoft Co-Pilot, AI and D365 Agentification.

• Lead client meetings for discovery, planning, and envisioning of solutions • Present and create demos, whiteboarding, and provide technical RFP responses • Participate in discovery meetings to understand current business processes and legacy data components • Conduct GAP analyses and validate business practices in Dynamics D365 • Identify creative solutions for non-standard processes and configure applications; accordingly, review configuration and design changes to ensure consistency • Develop and deliver presentations outlining findings and recommendations • Translate functional business objectives into functional documents and workflows • Serve as liaison with project managers and technical leads for solution design and scheduling • Collaborate with sales on demonstrations, scoping, and estimation • Stay updated on latest D365 features including Microsoft Co-Pilot, AI, and Agentification

• Lead end-to-end implementation of Infor M3 projects or others as needed, ensuring delivery within scope, timeline, and budget. • Develop and manage comprehensive project plans, including milestones, resource allocation, and risk mitigation strategies. • Monitor project progress, ensuring effective communication and alignment among cross-functional teams, stakeholders, and clients. • Manage enterprise-level budgets, proactively monitoring budget to actuals and reporting thereof. • Communicate project status to both the project team and c-suite executives to ensure a positive client experience. • Proactively identify and resolve customer issues, balancing client satisfaction with Columbus’ best interests. • Collaborate with sales and pre-sales teams to draft detailed and accurate SOWs, facilitate the estimation of project budgets, timelines, and resource needs. • Forecast and allocate project resources, ensuring optimal utilization while minimizing resource conflicts. • Monitor team performance and provide mentorship and guidance to ensure adherence to project deliverables and quality standards. • Ensure the project team follows Columbus Methodology and is producing deliverables to standards and on schedule.

• Lead and contribute to full lifecycle implementations of Medius AP Automation • Advise customers on finance and accounts payable best practices • Analyze and streamline invoice and financial processes • Configure and optimize Medius solutions to meet customer needs • Deliver workshops, training, and solution walkthroughs • Build and maintain strong, long-term customer relationships • Collaborate with global internal teams across projects

• Lead discovery meetings to understand clients’ current business processes • Identify systems fits and gaps against user business requirements • Develop and deliver presentations to customers by outlining findings and recommendations to guide the implementation of the identified solution • Create detailed functional design documents for processes not supported by standard D365 F&SCM • Provide training and support for end users to ensure smooth adoption • Support post go-live activities to prepare operations team for ongoing support • Maintain and expand client relationships through delivery of high-quality services • Stay curious and lead adoption of the latest D365 Finance features and enhancements including Microsoft Co-Pilot, AI and D365 Agentification

• Develop and manage sales cycles from lead capture to sales closure, including contract negotiation • Lead introductory meetings with potential customers including positioning the value of Columbus • Self-driven to work proactively and independently; prospecting, making cold calls and following-up to generate net-new leads • Follow up on leads and opportunities generated from marketing and networking • Develop strategic accounts and opportunity plans; maintain in CRM • Work hands-on with global Business Line Managers and US Solution Specialists to develop account strategies and lead the RFP response and deal close process • Develop and maintain relationships with key partners within Infor M3 community (MUGA and M3 Ecosystem, negotiate successful collaboration agreements, and strategically drive joint initiatives that promote the long-term business goals of both our company and our partners • Work with Marketing to help develop lead generation campaigns around Infor M3 along with target marketing to specific verticals • Responsible for contract writing and negotiation process

• Lead client discovery sessions, solutioning workshops, and executive briefings focused on AI for BizApps and industry-specific processes. • Design and deliver high-impact demos showcasing: Default (OOTB) D365 F&O and CE agents, Agent 365 capabilities, Copilot experiences embedded in Dynamics 365 and Power Platform, End-to-end AI scenarios across Finance, Supply Chain, Manufacturing, Life Sciences, and Robotics. • Partner with sales teams to create AI solution narratives, proposals, value propositions, and business cases. • Support RFPs/RFIs, PoC design, and technical-functional solution storytelling for AI-driven transformation programs. • Lead functional architecture for AI-enabled business processes across Finance, Supply Chain, Manufacturing, Life Sciences, and Robotics & Industrial Automation. • Map current-state processes and define future-state AI-augmented workflows leveraging D365 F&O/CE and non-Microsoft platforms. • Shape solution designs that include MCP server deployments to securely connect AI agents with enterprise systems, tools, and data sources. • Act as a trusted functional AI advisor to business leaders and process owners.

• Drive discovery workshops with prospects and customers to demonstrate product capabilities and gather business requirements • Lead and participate in discovery analysis meetings with customers to understand current business processes • Serve as advocate for adherence to standards and best practice • Collaborate with sales team and project managers to define the roadmap and milestones for each project • Own the proposed solution on all assigned engagements, work closely with all team members and remain engaged with the client • Understand the capabilities of the delivery team and provide design guidance and support as needed • Work with customers and internal teams on infrastructure architecture support • Provide and/or develop detailed design specifications • Craft RFP responses, architecture diagrams, risk/assumption logs, and value articulation (ROI, timeline, cost drivers) • Exhibit excellent verbal and written communication skills; with flexibility to work in a fast-paced, process-oriented environment • Implement and configure Dynamics CRM/CE per customer requirements • Mentor teams on ALM: Azure DevOps repos, pipelines, solution segmentation, automated testing, and deployment gates • Assist in software upgrades, including importing data, configuring forms and designing dashboards • Design and write workflows to streamline business processes • Write process documentation, user acceptance testing scripts and user manuals • Test software, communicate with (and sometimes manage) offshore development staff • Train and support CRM end users.