Ludia Consulting

• Execute project delivery in a client-interacting role with functional analysis, process review, and business process performance optimization. • Collaborate with internal staff and leaders to deliver best-in-class Ludia Product Solutions for our clients. • Collaborate with Delivery team in the implementation of data migration and translation, data integration, training and custom development and reports. • Conduct design review sessions with the customer to demonstrate completed work and gather adjustments and changes. • Write business processes, design documents, and workflows. • Implement functional solutions for Microsoft Dynamics CE/ Sales and Project Operations with the aim of optimizing operational efficiency using development best practices. • Provide community subject matter expertise on Dynamics 365 CE/Sales/ Project Operations (and related) technologies by presenting online blog posts. • Demonstrate the ability to develop a strong working relationship with Ludia customers.

• Lead technical discovery, requirements analysis, evaluation of solution options, and design discussions with client and project stakeholders. • Design, configure, and develop Dataverse solutions using model-driven apps, Power Automate cloud flows, business rules, Power Fx, and other platform capabilities. • Extend the platform when appropriate using C#, .NET, plug-ins, custom APIs, JavaScript, Dataverse Web API, REST APIs, and custom connectors. • Design secure inbound and outbound integrations using Dataverse and relevant Azure services, including authentication, error handling, retry behavior, performance, and operational support. • Define logical data models, data mappings, migration and synchronization approaches, alternate keys, and data-quality controls. • Create technical designs, integration diagrams, process flows, estimates, assumptions, risks, deployment plans, runbooks, and support documentation. • Implement healthy application lifecycle management using solutions, dependency and layer management, environment variables, connection references, source control, Power Platform Pipelines, and CI/CD automation. • Perform peer reviews, unit and integration testing, solution validation, performance analysis, user acceptance testing support, release verification, and production troubleshooting. • Investigate production issues, perform root-cause analysis, maintain actionable monitoring and support documentation, and deliver managed-services backlog work when needed. • Lead technical walkthroughs, communicate progress and risks, mentor team members, and collaborate effectively across disciplines and time zones. • Maintain current knowledge of the platform and contribute to internal practices, reusable assets, and knowledge sharing.

• Create business performance and process diagnostics and assessments. • Analyzing client’s business requirements and facilitate design sessions with clients for their project-based business processes, to include all Supply Chain Management processes including project-based time and expense tracking, sales & billing, and procurement. • Configure, test and train customers on D365 PMA functionality, including project control, sales, billing and procurement solution design. • Document high-level requirements to discuss with developers for technical feasibility to estimate time and delivery estimates. • Developing and testing of detailed functional designs (FDD’s) as needed for business solution components and prototypes, particularly for: • Project Management & Accounting (PMA) processes • Supply Chain Management processes (including Sales and Procurement) • Inventory Management processes • Identify functional gaps and conflicts in requirements and drive toward a solution. • Collaborate closely with technical team members for application build, test, and deploy activities. • Assist and/or lead planning and executing data conversion activities. • Proactively drive test planning and execution. • Personable, confident client-facing communication skills. • Self-motivated ownership of assigned workstream; work organization that exhibits thoughtful leadership in addressing client’s requirements to design and implement solution(s) for a given process and/or organizational change.

• Carry the ultimate responsibility for meeting the customer requirements and ensuring a solid, comprehensive solution design is delivered. • Act in a quality assurance role across multiple projects. • Switch between supporting or leading customer-facing functional workshops. • Lead a group of functional consultants and business analysts. • Advise and support Ludia’s Technical Architects for integration, data, and custom development efforts. • Work closely with project and program managers to effectively report on progress, risks, and issues. • Liaise with both internal and customer senior stakeholders. • Adjust the approach and language as required for each interaction.

• Lead technical project deliveries, including technical analysis, code design review, and code performance optimization -- contributing to successful Dynamics implementations. • Plan, manage and execute Microsoft Dynamics 365 Finance and Supply Chain and Power Platform technical project deliverables. • Directly communicate with stakeholders to provide technical deliverable updates and upcoming deadlines. • Collaborate with project managers and business analysts to understand client requirements and translate them into technical specifications and project plans • Act as a subject matter expert on Microsoft Dynamics 365 architecture while mentoring a growing team of Dynamics consultants. • Establish and adhere to Enterprise architecture best practices across technical and functional lines and Microsoft Products. • Develop and maintain technical documentation and project artifacts • Collaborate with Microsoft FastTrack and Engineering teams to gain deep product insights along with customer solution design review. • Act as a bridge between consulting leadership and technical team members in the organization. • Participate in pre-sales activities, including solution design, scoping, and proposal development. • Management of technical team as a peer and mentor.

• As our Microsoft Dynamics 365 (“D365”) Service Operations Solution Architect, you will be a key solutionist who owns end-to-end solution design across the D365 service stack: Field Service, Customer Service and Contact Center, and Project Operations. • You will translate the way our clients run service operations (work orders, scheduling, dispatch, assets, contracts, and project delivery) into scalable D365 solutions for asset- and service-centric organizations in heavy equipment, energy, manufacturing, and engineering and construction. • As part of your everyday work, you will drive client requirements and partner with Ludia Leadership and the Microsoft Product, FastTrack, and Sales teams to draft solutions for our clients and help shape the future of service operations, including the shift toward Copilot- and agent-assisted service. • Projects include client-facing meetings (both remote and onsite), occasional visits to Microsoft offices, and training engagements. • This position combines strong consulting ability with an equal emphasis on client-facing interpersonal skills. Our architects learn quickly, communicate ideas effectively, define and lead team efforts, and use flexibility and creativity to present a variety of solutions.

• Prepare, contribute to and/or lead implementation design sessions with customers for Supply Chain Management (to include Procurement, Sales, Product, Inventory, Warehouse and Transportation Management) processes. • Experience with Project Management & Accounting (PMA) is highly desirable. • Experience with Production Control, Master Planning and Engineering Change Management (ECN) also desirable. • Rapidly configure, test and help train Client SME’s on D365FSC areas listed above. • Identify functional gaps and conflicts in requirements and drive towards a solution. • For identified gaps to application functions, distill down and document functional design requirements into Functional Design Documents (FDD’s) and lead discussions with technical team members for design feasibility and development estimates. • Coordinate with technical staff for application build, test, and deploy activities. • Assist and/or lead planning and executing data conversion activities. • Drive test planning and execution. • Work closely with Project and Program Managers and exhibit leadership in managing scope and assigned workstream/business processes • Proven ability/experience in working in a fast-paced, start-up environment.

• Prepare, contribute to and/or lead functional design sessions with clients to understand their business processes and financial requirements • Identify gaps (customization needs) and configure the financial management module of D365 FSC to meet client requirements • Design and configure solution for financial management processes, including accounts payable, accounts receivable, general ledger, fixed assets and financial reporting • Design and configure Project Management & Accounting (PMA) module of D365 FSC • Rapidly configure, test and help train Client SME’s on D365FSC areas listed above. • Identify functional gaps and conflicts in requirements and drive towards a solution. • For identified gaps to application functions, distill down and document functional design requirements into Functional Design Documents (FDD’s) and lead discussions with technical team members for design feasibility and development estimates. • Coordinate with technical staff for application build, test, and deploy activities. • Assist and/or lead planning and executing data conversion activities. • Drive test planning and execution. • Work closely with Project and Program Managers and exhibit leadership in managing scope and assigned workstream/business processes • Proven ability/experience in working in a fast-paced, start-up environment.

• Support large-scale Microsoft Dynamics 365 (D365) programs ($2.5M+) • Drive Agile execution and facilitate Scrum ceremonies • Manage project coordination activities to improve delivery efficiency and team productivity • Enable Project Managers to focus on financials, stakeholder alignment, and delivery outcomes

• The Microsoft Dynamics 365 Business Development Representative is responsible for building sales pipeline by engaging both existing customers and known prospects within the Dynamics 365 ecosystem. • This is a high-activity role focused on outbound outreach, account re-engagement, and identifying new opportunities within our existing database. • You will partner closely with experienced sales leaders and Microsoft teams to turn those conversations into qualified opportunities. • Reach existing and known Dynamics 365 customers by phone, email, and campaign, and re-engage dormant accounts. • Find companies on legacy or fragmented systems that are ready to modernize on Microsoft. • Spot upgrade, expansion, and optimization openings across Dynamics 365 and Power Platform. • Lead high-level conversations to understand customer needs and current Dynamics usage. • Identify gaps, pain points, or missed opportunities within their existing infrastructure. • Ask strong questions and gather enough context to qualify interest. • Pass well-defined opportunities to senior sales and solution teams. • Collaborate with Microsoft field sellers and internal teams on account targeting and outreach. • Participate in co-sell efforts and align outreach with Microsoft initiatives. • Convert outreach into sales-qualified meetings and opportunities. • Ensure strong handoff and context sharing with account executives and solution teams. • Support targeted outreach campaigns tied to events, webinars, and Microsoft programs. • Follow up with engaged prospects and help move them into active conversations.