Location
Waukesha,WI
Description
Our client, an HVAC / R manufacturer's representative based in Wisconsin is seeking an Business Systems / Technology Manager to manage all things technology for this company of 200+ employees across 3 offices in Wisconsin. This business provides HVAC sales to a variety of commercial clients and maintains a variety of technologies that require day to day support in conjunction to working with an MSP for all desktop and IT storage needs. The role is based out of Waukesha, WI, includes normal M-F hours, pays $100K - $125K based on experience comes with a strong benefit / bonus program.
This key role will carry the responsibility of defining, mapping, and coordinating the critical details, structures, interconnections, and processes required for the successful design, migration, integration, and adoption of technology. Reporting directly to the VP of Operations, this position works in close collaboration with company leadership, vendor partners, and team members throughout the organization to drive alignment, meet project targets, and support efficient adoption. In alignment with the CRM / ERP package, this role is the tip of the spear for all IT related matters to directly coordinate, organize, and support the organization with and through our MSP. The key to this role is recent, relevant and broad IT and data expertise. The incumbent will function in the following capacities :
- Technology Lead : lead and own technology as project manager and systems owner from ideation, justification, partner evaluation, coordination, project execution, coordination, implementation, training, and adoption.
Functional Work Flow : Defines the required workflow to gain efficiency in operation with desired reporting outputs mindful of lightest touch philosophy.
System Mapping : Identifies and defines the various workflow stages and input requirements.System Configuration : Builds configuration of system to generate most efficient input of variable data in support of collaborative work transfer among departments, quote building, order entry, system reporting, partner tagging, and potential external platform integration from 3rd parties.Data Mapping : Defines how legacy IT and ERP data will correspond to data in the new system(s). Specific consideration assigned to data fields, formats, naming, and relationships.Data Analysis : Evaluates quality of existing data. Identifies inaccuracies and duplicates with actions to correct issues and concerns prior to migration.Data Migration : Monitors and manages the migration process to ensure quality of data, continuity, and functionality. Ensures that roles and responsibilities for migration process are clearly defined and adhered to. Ensures data backups are in place prior to migration to support recovery should an error occur during the process.Business Rule Development : Defined roles, responsibilities, and access rules to be applied for operation within the new system.Process Definition & Documentation : Maintains thorough documentation of processes, decisions, issues, and resolutions throughout the lifecycle of technology projects through implementation and adoption.Reporting Definition : Assembles and defines needed reporting the business requires from organization CRM / ERP platforms to ensure available functionality is in place at implementation.Project Milestone Tracking : Establishes project timelines, roles, responsibilities, and deliverable milestones. Effectively monitors, tracks, communicates, and reports on project progress and achievement of milestones throughout the lifecycle of the implementation at prescribed intervals.System Testing : Develops protocols to test the system as early as possible in environment mirroring our production system (sandbox). Inclusive of migration testing, unit testing, functionality, relationship, reporting, and output.Communication : Consistently and effectively communicates with project team regarding progress, challenges, obstacles, resource needs, timelines, and concerns. Exceptional verbal and written communication to internal and external partners.Partner Collaboration : Develops strong relationships with all market partners and vendors. Effectively collaborates with designated partners ensuring company objectives are the priority. Leverages available skills, tools, structures, and models to advance project efficiency without sacrifice of quality.Continuous Improvement : Proactively engages with stakeholders and team members to identify opportunities for system functionality enhancement and efficiency gain. Identifies, defines, and quantifies resources required to implement system enhancement to effect benefits to the team and organization.Forward Technology : Continuously evaluates emerging technology and identifies applications for use and implementation. Collaborates with team to understand where opportunities for systemic improvement would generate greatest value.Advocacy : Actively works to learn and understand the business, through business knowledge gains critical insights to organizational needs that can be more effectively supported with and through technology, training, or support. Acts as conduit to company leadership to communicate potential opportunities and company needs as advocate to the team.Lessons Learned Reporting : Generates lessons learned throughout the execution of project planning and implementation, presents findings to project team at all stages. Proactively works to eliminate obstacles from repeating and improving the process.Personnel Training : Works effectively with company stakeholders in support of ensuring organization training plans are effectively designed to drive effective and efficient adoption. Assists in the definition, build, and documentation of procedures to be implemented as forward training tools for training of company personnel. Directly supports training of the team on new applications, modifications, and use cases. Effectively able to relate to variable learning style and adjust messaging accordingly.Change Management : Effectively assembles and supports the change management process related to technology. Inclusive of planning, communications, benefits, champion identification, and adoption.Technology Vision : Actively works to translate business needs into forward technology vision support by technology solutions. Collaborates with company leadership to build validation and justifications for investment.Qualifications :
5+ years experience in the IT realm managing systems / processes and functions supporting an evolving businessBachelor's Degree in network administration, computer science, or other applicable fieldCRM / ERP Implementation experience, NetSuite experience preferredNetwork administration experienceExperience managing MSP relationshipsPrograming / coding capabilities to execute minor system enhancements & modifications in-houseProficient in MS365 platform and foundational applications, Power BI a plus