RQ00838 – Solution Architect – CRM – Senior

Reporting to: Director, Digital Solutions Delivery, or
designate.

Key Accountabilities

• Lead the CIMS CRM and SharePoint upgrade from a
  technical architecture perspective, including collaboration with the
  Project Delivery Lead and project team for planning, execution, readiness, and
  implementation activities.
  
• Validate the upgrade paths for Dynamics CRM 2016 to Dynamics
  365 Customer Engagement 9.1 On-Premises and SharePoint 2013 to SharePoint
  Subscription Edition.
  
• Create and maintain technical project artifacts, including
  the upgrade approach, environment strategy, architecture documentation, RICE
  inventory and assessment, migration sequencing, deployment plan, cutover plan,
  rollback plan, and technical readiness checklist.
  
• Work with Project delivery lead to coordinate
  cross-functional technical teams, including application development,
  infrastructure, database, security, testing, operations, and third-party vendor
  resources.
  
• Provide hands-on Microsoft Dynamics CRM leadership across
  implementation, development, administration, configuration, troubleshooting,
  and upgrade activities.
  
• Provide technical leadership for SharePoint On-Premises farm
  architecture, upgrade planning, database migration, patching, integration, and
  operational readiness.
  
• Assess infrastructure, database, security, identity,
  authentication, certificates, service accounts, network, integration, and
  application dependencies.
  
• Confirm Microsoft supportability requirements, supported
  platform versions, prerequisite software, required patch levels, licensing
  considerations, and target-state configuration decisions.
  
• Validate the transition from the current Dynamics and
  SharePoint client-to-server integration to the required server-to-server
  integration model.
  
• Document and validate migration sequencing, outage planning,
  staffing coordination, test cycles, production cutover, rollback, and
  post-implementation stabilization planning.
  
• Identify technical risks, unsupported configurations,
  architecture gaps, delivery constraints, and remediation recommendations, and
  escalate decisions requiring leadership direction.
  
• Provide clear technical briefings, status updates,
  recommendations, and decision materials to project sponsors, IT leadership,
  governance bodies, and stakeholders.
  
• Challenge assumptions and vendor recommendations where
  required and provide independent technical assurance throughout the upgrade.
  

Required Skills & Experience

• Demonstrated experience leading complex IT projects,
  including new implementations, upgrades, migrations, and modernization
  initiatives, from both technical and overall delivery perspectives.
  
• Proven experience creating and managing project artifacts
  such as project plans, schedules, work breakdown structures, dependency maps,
  risk and issue logs, decision logs, and implementation plans.
  
• Proven experience leading multidisciplinary technical teams
  across development, infrastructure, database, security, testing, operations,
  and vendor workstreams.
  
• Proven experience creating technical project artifacts,
  including upgrade approaches, environment strategies, architecture designs,
  RICE inventories, migration plans, release plans, cutover plans, rollback
  plans, and readiness assessments.
  
• Deep hands-on experience with Microsoft Dynamics CRM,
  including implementation, development, customization, administration,
  configuration, troubleshooting, integration, and upgrades.
  
• Direct experience with Dynamics CRM 2016 and Dynamics 365
  Customer Engagement 9.x On-Premises.
  
• Deep hands-on experience with SharePoint On-Premises,
  including SharePoint 2013, SharePoint 2016, and SharePoint Subscription
  Edition.
  
• Experience delivering on-premises to on-premises Microsoft
  platform upgrades without relying on a cloud migration as the target solution.
  
• Strong technical knowledge of SQL Server, SSRS, Windows
  Server, Active Directory, IIS, certificates, service accounts, authentication,
  networking, backup, recovery, and high availability.
  
• Experience with Dynamics CRM and SharePoint integration,
  including server-to-server authentication and the modernization of legacy
  integration models.
  
• Experience planning and leading environment builds, data and
  database migrations, system testing, performance validation, production
  cutovers, rollback, and stabilization.
  
• Strong leadership, facilitation, problem-solving, risk
  management, documentation, and executive communication skills.
  

Requirements

Key Deliverables

• Validated technical upgrade strategy and implementation
  roadmap.
  
• Integrated project plan and schedule with milestones,
  dependencies, resource needs, and decision points.
  
• Current-state and target-state architecture documentation
  and supportability matrix.
  
• Upgrade approach, environment strategy, and RICE inventory
  and assessment.
  
• Dynamics CRM and SharePoint integration migration design.
  
• Technical risk register, decision log, readiness assessment,
  and remediation plan.
  
• Detailed migration, testing, cutover, outage, rollback, and
  stabilization plans.
  
• Recommendations, and architecture review materials.
  

Preferred Experience

• Direct experience leading Dynamics CRM 2016 (8.x) to
  Dynamics 365 Customer Engagement 9.x On-Premises upgrades.
  
• Direct experience leading SharePoint 2013 to SharePoint
  Subscription Edition upgrades through supported intermediate stages.
  
• Experience modernizing SQL Server, SSRS, Windows Server, and
  Dynamics-SharePoint integrations supporting complex enterprise applications.
  
• Experience working in public-sector, justice, healthcare, or
  other highly regulated environments.
  
• Relevant Microsoft certifications in Dynamics, SharePoint,
  infrastructure, security, or solution architecture.
  

Education

• University degree in Information Technology, Computer
  Science, Engineering, or a related discipline, or an equivalent combination of
  education and directly relevant experience.
  

Success Measures

• The on-premises target architecture, versions,
  prerequisites, patch levels, integrations, and licensing considerations are
  validated and documented.
  
• Technical and delivery plans are complete, sequenced,
  risk-informed, and ready for execution.
  
• Cross-functional teams and vendors have clear
  responsibilities, dependencies, milestones, and decision points.
  
• Cutover, outage, staffing, rollback, and stabilization
  requirements are confirmed before production implementation.
  
• LAO receives independent technical assurance that the
  proposed CIMS upgrade is supportable, achievable, and operationally ready.
  
• Equity Statement
  
• Legal Aid Ontario values integrity, respect, responsiveness,
  excellence, independence, accountability, openness and consistency. Our
  recruitment process reflects our commitment to diversity and inclusion.
  Accommodation is available under the Ontario Human Rights Code.
  

Must Haves:

Experience five years or more:

• Experience with leading IT projects (new implementation,
  upgrades) from technical and overall delivery perspective.
  
• Experience with creating project artifacts (project plan,
  schedule, etc.).
  
• Experience with leading technical teams (development,
  infrastructure, etc.).
  
• Experience with creating technical project artifacts
  (approach, environment strategy, RICE, etc.).
  
• Experience with MS CRM (implementation, development,
  administration, upgrade).
  

Direct Experience with Complex Solutions that include
Dynamics/SharePoint Integrations including:

• Direct experience leading Dynamics CRM 2016 (8.x) to
  Dynamics 365 Customer Engagement 9.x On-Premises upgrades.
  
• Direct experience leading SharePoint 2013 to SharePoint
  Subscription Edition upgrades through supported intermediate stages.
  
• Customization and Integration(s) between Dynamics
  /SharePoint:
  
• Experience modernizing SQL Server, SSRS, Windows Server, and Dynamics-SharePoint integrations supporting complex enterprise
  applications.