Ludia Consulting

• 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.

• 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 process design documents and workflows. • Implement technical solutions for Microsoft Dynamics CE/ Sales and projects 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

• Create business performance and process diagnostics and assessments. • Attending and developing implementation design sessions with customers for Warehouse, Supply Chain and Transportation Management (TMS) processes. • Configure, test and train customers on D365F&SC warehouse, supply chain and TMS implementation solution design. • Document high-level requirements to discuss with developers for technical feasibility to estimate time and delivery estimates. • Write comprehensive developer tasks with defined requirements for successful execution. • Developing and testing of detailed functional designs for business solution components and prototypes, e.g. • Implement product information management • Implement Manufacturing/Distribution • Implement inventory management • Implement and manage supply chain processes • Implement (advanced) warehouse management and transportation management • Implement Master planning • Identify functional gaps and conflicts in requirements and drive toward a solution. • Coordinating 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. • Project and program management that exhibits leadership in process re-engineering and implementation of a process, technology, strategy, and organizational changes.

• Lead business process analysis and providing clear and creative solutions. • Lead functional consulting teams through project lifecycle. • Ensure expertly designed system architecture. • Maintain expertise in functional side of D365 F&SCM software, releases, and new features, and underlying technical architecture

• Lead the end-to-end delivery of large and complex Microsoft Dynamics 365 F&SC projects, from planning and scoping to implementation and post-implementation support. • Work closely with clients to understand their requirements, manage expectations, and ensure project success. • Develop and execute project plans, including resource allocation, timelines, and budgets. • Lead cross-functional teams, including technical teams, business analysts, and quality assurance teams, to deliver high-quality solutions. • Provide regular project updates to stakeholders, including status reports, risk assessments, and escalation of issues. • Conduct regular project reviews to ensure adherence to best practices including Microsoft Success by Design and project governance standards. • Drive continuous improvement by identifying opportunities to streamline processes, improve quality, and enhance customer satisfaction. • Participate in pre-sales activities, including proposal development, project scoping, and estimation. • Develop and maintain project documentation and artifacts • Collaborate with Microsoft FastTrack and Engineering teams to gain deep product insights along with supporting customer solution design reviews. • Act as a bridge between consulting leadership and consulting team members in the organization. • Participate in pre-sales activities, including solution design, scoping, and proposal development.

• Lead the end-to-end delivery of large and complex Microsoft Dynamics 365 projects, from planning and scoping to implementation and post-implementation support. • Work closely with clients to understand their requirements, manage expectations, and ensure project success. • Develop and execute project plans, including resource allocation, timelines, and budgets. • Lead cross-functional teams, including technical teams, business analysts, and quality assurance teams, to deliver high-quality solutions. • Provide regular project updates to stakeholders, including status reports, risk assessments, and escalation of issues. • Conduct regular project reviews to ensure adherence to best practices including Microsoft Success by Design and project governance standards. • Drive continuous improvement by identifying opportunities to streamline processes, improve quality, and enhance customer satisfaction. • Collaborate with Microsoft FastTrack and Engineering teams to gain deep product insights along with supporting customer solution design reviews.