
McKenzie O'Brien
Process Manager

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About me
Technology Business Group Executive | Avanade West Region
Education

Portland State University
-PM Certification Project Management
University of Montana
-Bachelor of Science Information Systems, Management, & Finance
The University of Montana - School of Business Administration
1996 - 2000Bachelor of Science MIS, Finance, Management
Experience

Sonus Network
Jan 2001 - May 2003Process ManagerProject lead for our internal CRM deployment including Data cleansing and clean-upGathering Requirements across the companyLiaison between Sonus and ConsultantsTesting and QATraining employees on the softwareCreate and maintain Monthly Sales Report for the Executive management team for all Sonus Network Members.Maintain price guides for all Sonus Network members.Design document templates to be distributed company wide.Assist the Webmaster, responding to customer inquiries for information, including statistical and/or technical data, in a timely manner. Show less

Rightware Business Solutions
May 2003 - Aug 2005Business Analyst/Project ManagerManaged MSCRM multiple projects simultaneously on-time and on budget. Responsible for managing accounts payable and receivable for Rightware Business Solutions.Project Lead for MSCRM design and requirements gathering; liaison to developers Superb process flow designing skillsAttention to detail and ability to set priorities while working on multiple tasks simultaneously; and Data migration mappingParticipated in the MSCRM Dynamics 3.0 Beta Program with Microsoft.Conduct training sessions on the MSCRM platform.Acted as a Sales Engineer for acquiring new projects and clients by providing demo's and prototypes.Developed Use Cases/Test Scripts for User Acceptance Testing. Show less

Ascentium Corporation
Aug 2005 - Oct 2009Sr. Business Analyst/Sr. Project ManagerResponsible for the management and delivery of over 30 Microsoft Dynamics CRM Implementations on time and on budget using agile (iterative) project management methodologies.Create, and monitor project plans, work breakdown structure (WBS), budgets, resource management, project status reporting, risk management, and change control.Mentored and Trained new employees on becoming CRM Analysts. Helped grow the MSCRM practice from 3 people to over 60 by providing leadership and training on the application and project methodology.Responsible for the creation and estimating of project SOW's across the Organization. Project Lead and Consultant on leading JAD Sessions for development of requirements, identification of complete software solutions using the Microsoft Technologies, completing gap analysis, development of cost estimates for design, development and ongoing maintenance for the new solution, and delivery of recommendations on design and development options.Responsible for completion of functional and technical requirements specifications, workflow and process diagrams, data migration mapping, and facilitation of custom development with project developers.Create, and develop use test cases, testing scripts overall achievement of quality assurance.Assist Sales Engineers in providing customer demos, sales presentations and support on the MSCRM Dynamics solutions.Participated in the MSCRM Dynamics 4.0 Beta Program with Microsoft.Conduct Process Re-Engineering sessions with customers prior to overall solution design.Responsible for leading training sessions, and creation of customized training materials per each client.Responsible for the customization, and configuration of MSCRM Dynamics for all projects. Show less

Neudesic
Oct 2009 - Jan 2014Oversee project delivery for MSCRM Dynamics Customers nationwide. Work closely with Architects to provide technical leadership and mentorship for project managers and consultants to ensure quality delivery through the full software development lifecycle. Focus on ensuring quality project deliverables, and delivery of a software solution that is both scaleable and easy to use. Manage risk escalation and remediation with Senior and Executive Management. Partner with Practice GM’s on growing the team and our CRM portfolio while focusing on select vertical solutions. Show less
Director of Delivery Excellence
Aug 2013 - Jan 2014Managing Consultant
Oct 2009 - Aug 2013

Avanade
Sept 2017 - nowAs the lead of our Financial Services practice, my team assists our sales and customer communities with digital transformation solutions that are industry relevant, innovative and scalable across the Microsoft ecosystem.
Business Group Technology Lead | Avanade West Region
Nov 2023 - nowVP - West Region Business Applications Lead
Nov 2021 - Mar 2024Business Applications Lead - Sr. Director
Nov 2020 - Nov 2021Director - Financial Services Digital Lead
Jan 2014 - Nov 2021Sr. Director D365 Offering Lead
Nov 2018 - Nov 2020Director - Dynamics 365 Offering Lead - West
Sept 2017 - Nov 2020
Licenses & Certifications

Dynamics CRM
Microsoft
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