Ethical Funds – Sharepoint Portal + Custom CRM + Marketing (Finance)


First enterprise level SharePoint project deployment in Vancouver after official Microsoft SP launch. Worked with executives to define business goals, which were translated to technical SharePoint documents and project plan for SP developers and designers. Managed integration of financial applications into newly designed web interface. Migrated data from old MS Servers to new SQL database. Designed and implemented secure portal for advisors. Managed integration off out of the box solutions into custom designed elements. Provided technical and business direction to key stakeholders.

Project Details

Date:  Jan 2009 – May 2010

Project Team: 20

Project Length: 9 months

Project Type: SharePoint + Custom CRM + AX.