System Administrator

**Title**:System Administrator (Dynamics CRM Consultant)

**Location**: Cape Town

**Salary**:R25-32k per month CTC
- Training Roll out
- Writing documents specific to CRM
- Support for CRM
- Rolling out of CRM Projects
- Involved in analysis of CRM projects

**Experience**
- 3+ years’ experience working with relevant Microsoft technologies, preferably in a professional services environment.
- Configuration and customization within the CRM environment
- Experience with data collection, designing workflows, and audit requirements to determine suitability of the CRM software
- Experience Designing and managing integrations with Enterprise Resource Planning

**Knowledge and skills**
- Strong customer service orientation with excellent interpersonal skills
- Good decision making and problem-solving skills
- Facilitation and training skills
- Underlying strategies within the systems
- Ability to administer security roles, build workflows, write rules, build reports and dashboards using CRM tools
- Ability to analyze business processes, procedures, and functions and make recommendations for improvement
- Proven project management skills and abilities (Microsoft Surestep)
- Provide CRM implementation services and general consulting such as training, functional consulting, troubleshooting, and technical support to a diverse community of end users

**Education/Qualifications**
- Matric
- Tertiary Education\Relevant experience
- Microsoft Dynamics 365 Certification preferred

**Behavioral competencies**
- Ability to meet deadlines and work under pressure and ability to work overtime when operationally required
- Must be proactive, forward thinking person with an enquiring mind
- Ability to interact effectively with a diverse group of internal and external partners at a high level of integrity
- Strong attention to detail, accuracy and methodical
- Team-oriented approach
- Ability to adapt to varying challenges and varying levels of user knowledge

**Key Performance Areas**
- Analysing the business processes (Fundraising, Finance, Operations, IT) allowing to identify opportunities for improvement
- Gather & understand the client’s requirements
- Create the documentation & functional designs
- System analysis
- Stakeholder management

**1. Analysing the business processes (Fundraising, Finance, Operations, IT) to identify opportunities for improvement**
- Reviewing and streamlining existing business processes and recommending changes and or new features to the software to allow for the proposed changes.
- Stay abreast of IT best practices and act pro-actively (making recommendations to IT Manager), with a focus on CRM
- Ensure full understanding of existing documented processes and documenting new processes
- Recommendations to made to IT manager regarding findings / analysis
- Ensure good understanding of Dynamics 365 applied across business units

**2. Gathering & understanding the client’s requirements**
- Consulting with management to understand and analyse workflows
- Creating a functional requirements document for each iteration (agile approach)
- Obtaining approval from stakeholders / approval for agreed changes
- Change management of process updates/changes

**3. Create the documentation & functional designs**
- Together with CRM consultant creating the technical design document (What, How of process)
- Compiling training material
- Investing of interactive training modules (e.g. e-learning, blended approach)
- Ensuring that previous document versions are kept up to date.
- Consolidation of historical Functional Requirement Documents and Technical Design documents and Entity Design Documents.
- Documenting business processes and flows

**4. System analysis & maintenance**
- Ensure ongoing system maintenance takes place
- Cleaning up of log piles, user licenses,
- Analyses of system health
- Ensuring correct users are using the correct licences
- Ensure correct Security roll is assigned to the correct persons (health check)
- Document management in CRM (Ensure environment is running at an optimal level)
- Extracting documents from CRM to SharePoint

**5. Stakeholder management**
- Feedback meetings with stakeholders (Directors, Managers, Station Commanders) as required
- Consulting stakeholders on project time lines and delivery
- Meeting client needs in a manner that provides satisfaction and excellent results for the client.
- Exploring opportunities to improve software development for the organisation.
- Documents and escalates any project issues promptly to project leadership team.

**6. Training and Facilitation of Workshops**
- End user training on CRM (groups, one-on-one, volunteers at station level, MS Teams etc.)
- Co-ordination of training sessions with relevant attendees
- Ensure training material is developed and presentations are done for training purposes