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LEA02 - Rescuing Your Failed Deployment

Wednesday, October 11
11:30 AM - 12:30 PM
Location: Hermitage D

Format: Ask the Experts
Level: Basic

There are a variety of reasons why CRM implementations fail.  Join this panel discussion to hear from end-users who were on the brink of failure, but miraculously rescued and found CRM success.  Hear their best practices and reasons in finding redemption for their deployment and be sure to bring your questions for Q&A throughout.  

Julie Yack

Chief Operations Officer
Colorado Technology Consultants, Inc

Julie Yack is a Colorado-based Microsoft Business Solutions MVP serving clients across the globe, providing training, implementation, analysis and insight for companies wanting to take their service to the next level. Julie’s blog, www.julieyack.com, addresses pertinent topics of the day, ranging from Dynamics to technology in education to travel to voting rights. Julie is an accomplished author and publisher with several books on different technologies under her belt. Julie is a community leader, as a leader of both xRMVirtual and the CRMUG SIG for Developers. She knows how important it is to have your voice heard and has been honored to speak to elected officials at the US Capitol and to the Executive Staff at the White House on topics of technology legislation and the importance of STEM education in our k-12 schools. Julie loves to spend her free time traveling with her husband and kids.


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Maurice Powers

IT Director
Enertech Global, LLC

As an I.T. Manager, technician, and consultant for over 23 years, I have worked with (and for) numerous small companies in sectors such as retail, healthcare, utilities, and manufacturing . Proficiencies include various Microsoft Server technologies including SQL, Dynamics CRM, Office 365 cloud services, SharePoint, IIS, Exchange, Lync, Active Directory, and more.

Other areas of experience include networking, VMWare, HyperV, Windows Small Business Servers, Linux servers and Desktops, Mitel VoIP systems, Avaya IPOffice and more. Also excel in using (and teaching use of) Windows and Macintosh desktop operating systems, and various office software including Microsoft Office, Open Office, ERP and CRM platforms, and Google Apps for Business.

Over the last two years, I have led the campaign to recover a near failed Dynamics CRM implementation for my employer. The value that I hope to bring to CRMUG Summit as a panelist is aiding others with my experiences specializing in working with small to medium businesses where resources may be limited.


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Dan Madden

CRM Specialist
SEI Investments

Dan Madden, CRM Specialist, Investment Manager Services, SEI

Dan Madden currently serves as a CRM Specialist for SEI’s Investment Manager Services Market Unit. In this position, Dan is responsible for leading strategic planning, implementations, integrations, enhancements, and delivery of CRM solutions. Since joining SEI in 2005, Dan has held various positions throughout SEI in product management, strategic planning, vendor management, sales support, business development, client service, and marketing. Dan has over 13 years of experience in the financial services and over 11 years working with CRM technology.

Dan is an avid conference attendee who speaks on a variety of topics relating to CRM best practices and capital markets and he is an active volunteer with the Dynamics CRM User Group (CRMUG). In 2015, Dan was awarded the “Capital Markets CRM Project of the Year” by Hitachi Solutions. Dan received his Bachelor of Science in Business Management and Marketing from Pennsylvania State University.


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Adam Rose

Sales Operations Manager
ImageSoft, Inc.

I love living at the intersection of Technology and Business. Especially when using technology to automate, streamline and improve workplace processes.


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Mary Anne J. Kristan

System Administrator and Functional Consultant
Tennessee Valley Authority

Mary Anne Kristan is a Microsoft Partner and Dynamics CRM professional under contract at Tennessee Valley Authority (TVA). Mary Anne is a marketing, operations and IT professional with more than 20 years of experience in telecommunications, financial services, engineering, manufacturing and call center settings. She is a respected leader and consistently achieves high employee and customer satisfaction rankings, improvements to the bottom line and turnaround of underperforming operations.

As a specialist in Dynamics CRM, she designs, implements and deploys CRM solutions of all sizes, and is the primary interface between business owners and programmers for architecture, requirements, training and support services. Currently at TVA she is supporting Dynamics CRM on-premise versions in 2011, 2013, 2016 while working to bring the enterprise to the Cloud with Dynamics 365. Previously as a Commercial Business Process Analyst for Cytec Industries, Mary Anne developed, managed and supported Microsoft Dynamics CRM 4.0 solution globally to all end-users in North America, Europe and Asia. She trained teams on the application platform as well as business processes, where she designed and documented new processes, as well as created on-line training curriculum.

Mary Anne is a respected builder and leader of customer-focused teams. She instills a shared, enthusiastic commitment to customer service as a key driver of company goal attainment. Mary Anne leads by example and ensures the execution of all processes and policies. She currently is owner of Six Inch Fish, LLC, specializing in Dynamics CRM/365 for small and medium enterprises.


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