Solution Architecture & Delivery:
- Lead client engagements through requirements discovery, solution design, process architecture, integrations, and system implementation across Field Service, Customer Service, Contact Center, and Project Operations.
- Design and oversee configuration of the Field Service work order lifecycle, schedule board, resource scheduling, agreements, customer assets, and mobile experience for frontline technicians.
- Evaluate and report project risk assessments and conduct design review sessions to demonstrate completed work and gather adjustments.
AI-Assisted Service:
- Architect Copilot and AI agent capabilities across the service stack, including agent-assisted scheduling, case management, and knowledge management.
- Guide clients on where autonomous and semi-autonomous agents fit their service model, and stay current on Dynamics 365 release waves to advise on upcoming changes.
Sales & Ecosystem:
- Participate in or lead Microsoft Product, FastTrack, and Sales initiatives and presentations.
- Support new business pursuits through discovery, solution demonstrations, proposals, and estimates.
- Collaborate with internal architects and leaders to deliver best-in-class solutions for clients.