Search Results

XRM Solution Dependency Checker (XRM Toolbox Plugin) 2018 Lead the design of a plugin in the popular XRM Toolbox community tool supporting Microsoft Power Platform (and legacy "xRM"/CRM). Used in the deployment lifecylce to validate that solution contains all necessary dependencies. Eliminated failed solution deployments due to missing dependencies. Over 30k downloads. < Previous Work Go to plugin page Next Work >

New Start Dog Rescue Website 2019 Website I architected to help a local non-profit dog rescue manage their own changes. This saved costly updates by a professional website design firm while still meeting their needs to find volunteers fosters, and adoption candidates. Setup the overall layout and trained the Board on updating design elements to meet the look they desired. < Previous Work Go to website Next Work >

Object Change Log 2016 Design and implement a system to automatically track all changes to production code (SQL, C# library, JavaScript, etc.) to support IT change audit. Read more about how this is accomplished. < Previous Work As a key process supporting technology audits, the object change log is an automated process which queries all of the underlying "objects" that make up the core of a clients system. The process stores an initial hash of all of the objects being tracked and logged. Everytime the process runs, it compares the current hash of the objects to the stored hash. If a difference is found, it will log that a change occurred. These changes are linked to approved IT Requests that signify a change was authorized, tested, and approved. Ultimately, a report is generated that links all system changes to the supporting approvals, ensuring a successful technology audit. Next Work >

Marketing Interface 2019 Design eCommerce Interface utilizing SSIS and JSON based REST web API calls. < Previous Work Interface item and inventory information from Dynamics 365 to the Magento eCommerce site. This interface prevented mistakes and saved time performing dual entry in both systems. Dynamics 365 is desired to be the master. Interface incrementally pushed only the necessary changes to limit load on the API by storing last sync time for each part. Next Work >

Object Change Log 2016 Design and implement a system to automatically track all changes to production code (SQL, C# library, JavaScript, etc.) to support IT change audit. Read more about how this is accomplished. < Previous Work As a key process supporting technology audits, the object change log is an automated process which queries all of the underlying "objects" that make up the core of a clients system. The process stores an initial hash of all of the objects being tracked and logged. Everytime the process runs, it compares the current hash of the objects to the stored hash. If a difference is found, it will log that a change occurred. These changes are linked to approved IT Requests that signify a change was authorized, tested, and approved. Ultimately, a report is generated that links all system changes to the supporting approvals, ensuring a successful technology audit. Next Work >

Interview Guide 2020 Developed an interview guide process. This process improved hiring efficiency in our interview process for technical candidates. Included a three-phased approach using Microsoft Teams to initially screen, technically screen, then finally interview on-site. Both candidates and internal team members appreciated the transparent process. This enabled the team to more effectively gauge talent in a consistent manner. < Previous Work Download Next Work >

Cost Data Warehouse 2021, 2015 Cost Data Warehouse for manufacturing production insights to break out true elements of cost throughout multiple levels of subassembly production. Multiple versions exist. < Previous Work The Cost Data Warehouse (CDW) is a manufacturing insights solution to break down the true elements of cost in manufacturing. The 2021 version is written in X++ for Dynamics 365 Finance and Operations (on-premise). The 2015 version is based on Dynamics 365 "xRM" using SQL and SSIS. Why is CDW needed? The purpose of CDW is to break down actual labor, overhead, and material costs for multi-level production orders/BOMS. In short, breaking out sub-assembly material cost into the actual elements of cost to produce the sub-assembly. Without CDW, sub-assembly labor and overhead cost is treated as material cost. This overstates the actual labor and overhead costs. Sample use case This is particularly important in the government contracting space. Bids must be placed on government contracts. In the bid, detailed information must be provided on expected cost broken down into categories. CDW provides the client a more accurate picture of their actual costs, allowing a more competitive bid than the competition. Additionally, it is key in reporting for both internal operational use and reporting to the government on status of a contract once won. Next Work >

New Start Dog Rescue Automation 2019 Saved 100's of manual hours generating a printable application form from a Google Forms response by implementing the GSuite tool called Autocrat. Autocrat allows for workflow automation in the GSuite. Particularly in this instance, used Autocrat to generate a printable document from a Forms response collected in Google Sheets. < Previous Work What is autoCrat? Autocrat is an add-on to the G Suite that allows for automating the creation of documents from responses to forms. It is very dynamic and user friendly, requiring next to no "code" other than the "tags" it uses. Three Key Components Google Form Capture information. Faces the internet This is how the volunteer, adoption candidate applies Google Sheet Stores the responses for easy use Suggest to configure from the form under the response tab Google Doc Formatted document template for each response Document is formatted and is a template to map data from the Google Sheet of responses into the formatted document using tags Steps to Configure Create Google Form Ensure you setup the responses to be stored in a Sheet Create Google Doc Template Use << tag name >> to specify where data should be mapped to Do not duplicate tag names Go into the Google Sheet that is holding the responses Click on "Add Ons" Go to "autoCrat" and "Launch" Once autoCrat launches, it will show you any "Merge Jobs" if you have any already configured, but if not, you won't see anything currently listed and can start by clicking the New button. Merge Job = what the autocrat add-on calls the action to merge data from the sheet into the formatted document Walk through the screens to configure the job Once complete, responses entered in the Form will automatically generate a Doc/PDF and a response in the Sheet Helpful Links: Autocrat User Guide: https://docs.google.com/document/d/1WTGSSlH6gwUHpipusPKLIsgfFUamDbFbJ7JaoG6-ZBo/edit Autocrat Forum in a Google Group: https://groups.google.com/forum/?utm_medium=email&utm_source=footer#!forum/nv-autocrat-add-on Next Work >

Time Collection System 2017 Time collection system design and development using Dynamics CRM, SQL Server Integration Services, SharePoint, and Reporting Services. Includes Time Sheet for manual entry labor and Time Clock for clock in/out < Previous Work The Time Collection System is a full featured system for managing employees time. Whether that time be entered by the employee (Time Sheet) or the employee "clocking" into a job (Time Clock), the time collection system handled these scenarios. Additionally, it handles for auto approvals or manual approval of time to allow for organizations to limit approval time if not required, or to ensure accurate recording with a manual review. The system handled different work shift, approval teams, and all other features expected of a time collection system. This time collection system has been enabled in a variety of different software, particularly Dynamics, but can be ported to other software as the concepts remain the same. Contact me to learn more! Next Work >

New Start Dog Rescue Website 2019 Website I architected to help a local non-profit dog rescue manage their own changes. This saved costly updates by a professional website design firm while still meeting their needs to find volunteers fosters, and adoption candidates. Setup the overall layout and trained the Board on updating design elements to meet the look they desired. < Previous Work Go to website Next Work >

Heritage Lakes Estates Condominium Assn. Website 2017 Modernized communication with homeowners in the community by posting key information and documents. Prior to launch of website, homeowners in the community would need to wait for an email response to answer basic questions and receive various documents. < Previous Work Go to website Next Work >

Marketing Interface 2019 Design eCommerce Interface utilizing SSIS and JSON based REST web API calls. < Previous Work Interface item and inventory information from Dynamics 365 to the Magento eCommerce site. This interface prevented mistakes and saved time performing dual entry in both systems. Dynamics 365 is desired to be the master. Interface incrementally pushed only the necessary changes to limit load on the API by storing last sync time for each part. Next Work >