Roldan Fritz Tagaro

Peabody is a not-for-profit housing association that works with residents to create affordable homes and inclusive communities where people can flourish. They wanted a developer to help extend the existing on-premise system to cover new business processes.

Activities in the project

• Enhanced On-Premises D365 system for new business processes after organizational merger.
• Updated existing JavaScript framework, customized forms, and developed plugins for case management system.
• Utilized Test-Driven Development (TDD) principles for rigorous testing of both C# code and JavaScript.
• Used Jasmine for unit testing of JavaScript code.
• Used FakeXRMEasy for testing C# code.
• Ensured system robustness and stability by following strong testing methodology.
• Prevented existing logic from breaking while adapting the system to changing requirements.
• Contributed to successful alignment of systems with evolving organizational needs.
• Valuable experience in system enhancement, testing, and adaptation.
• Proven ability to meet evolving business challenges through technical expertise.

Transport for London is a local government body responsible for the transport system in Greater London, England. They wanted a strong PowerPlatform developer to come in and help move all of their existing processes to PowerPlatform.

Activities in the project

• Lead developer covering three different PowerPlatform/D365 projects since joining.
• Primarily using Customer Service module .
• Primarily using low code/no code approach for future maintainability.
• Developments covers PowerApps, Flows, Model Driven apps, D365 Customizations, Function Apps, PowerBI
• Collaborated with product owner, business analyst and stakeholders to translate requirements into working codes/apps.
• Coordinated with product owner to prioritize backlog by providing technical knowledge to evaluate value over effort.
• Led implementation of each project's automated build/release pipelines using Azure DevOps for continuous integration and deployment.
• Established standards and best practices on all projects.
• Led, trained, and managed team of developers to produce quality code that meets stakeholders requirements.
• Collaborated on stages of systems development lifecycle from requirement gathering to production releases.
• Led version control efforts for organization
• Host and facilitate internal development and test community once every two weeks

Notable development: Taxi Private Hire Compliance app

• Lead developer and oversee a team of 7 in the successful implementation of a taxi private hire app, a critical tool used by operations officers on the street of London to ensure strict adherence to safety and license regulations.
• This innovative solution was built using PowerApps and seamlessly integrated with Dataverse through the use of Flows.
• The app uses a custom connector to facilitate interaction with third-party data sources, including driver and vehicle information.
• The solution also features a Model Driven app utilized by our back office team to review the data.
• The reviewed data are sent to third party partners using Azure service bus, function apps and API Management (APIM).
• This project underscores my leadership skills in spearheading and delivering complex, integrated solutions.

Ravensbourne University London is a digital media and design university, with vocational courses in fashion, television and broadcasting, interactive product design, architecture and environment design, graphic design, animation, moving image, music production for media and sound design. I was brought in to turn the project around after a previous contractor left due to family emergency. The university critically requires new processes to be in place before the September intake.

Activities in the project

• Stepped in urgently to manage a project left by a developer due to a family emergency.
• Initially tasked with just enhancing the user experience but faced a challenging 34-day deadline.
• Undertook a comprehensive system overhaul to enhance user interaction and streamline data processing.
• Lead multiple workshops with key stakeholders to uncover critical requirements for the University.
• Leveraged Custom Pages, JavaScript, Classic Process, Flows, and Dashboard to enhance user interaction.
• Not only met the stringent deadline but exceeded expectations for project delivery.
• Successfully engineered the integration of Attendance data from SITS into Dataverse using Flows.
• Revolutionized the attendance team's communication by automating manual processes from Excel.
• Improved efficiency and accuracy in student communication, significantly enhancing overall project success.

Notable Development: SITS Attendance data integration

• A csv containing the attendance records of each student is imported in Dataverse
• A flow analysis the data and updates the attendance of the student based on their SITS ID
• A classic workflow then executes to analyse whether the student belongs to any of the predefined attendance stages
• A record is then created to be used as a reference for the dashboard - to inform the user which week bucket the attendance data belongs.

Notable development: Attendance data dashboard with automated email

• A classic dashboard containing an HTML web resource
• The dashboard allows the attendance team to easily work through the students falling into the predefined attendance stages
• The system then allows the attendance team to drill down to each stage and bulk sends an email to the student
• This transformed the way the team interacts with the data and streamlined the process of communicating with hundreds of students per day

Brethertons Solicitors is an accredited and multi-award winning full service law firm. A choice for many private individuals who rely on their family, personal injury and private client teams, lawyers in commercial practice advise listed and multi-national companies, banks, SMEs, owner-managed organisations, professionals, directors, and high-net-worth customers across the UK. They handle virtually every aspect of individual and business law; it’s what some firms call a full-service offering.

They wanted an experienced CRM developer to work closely with the business analyst to produce workable and realistic specifications, then build it to a high quality.

Activities in the project:

• Supporting the business analyst technically to produce workable and realistic specifications
• Building the specified solutions to a high quality on the Dynamics CRM platform
• Documenting the solutions and producing deployment notes and test scripts
• Use of development control systems such as YouTrack and TFS to manage workload
• Supporting junior developers technically
• Assisting their IT Support team by Providing 3rd line end-user support on newly developed functionality
• Extending Microsoft Word’s functionality by adding buttons that triggers a macro that uses CRM Data and
• Assist the team with a planned migration from CRM 2011 (currently in use) to CRM 365

Notable Development: Migration and Upgrade of all the JavaScript and Plugin to Dynamics CRM 365

• Lead the JavaScript upgrade of all our 2011 libraries and taught every-one in the team how to do it
• Lead the Plugin upgrade using Microsoft Visual Studio 2015 and wrote a guide for the development team to follow

Notable Development: Conveyancing System (migration from a legacy system)

• Worked end to end on this project, was drafted in as there were too many technical unknowns and the original development design and architecture wasn’t clear.
• Re-architected the original development design as I believed it was very inefficient in terms of scalability. It was taking too long to convert a procedure into a working plugin code.
• Created an API for the development team to use so they can easily convert the legacy system instructions into code.
• From those suggestions, we were able to cut development time from what took 1.5 months to migrate 1 procedure instruction to 2 weeks.

Notable Development: Expenditure Management solution with HTML5, AngularJS

• The business analyst specified that a report be produced to give Brethertons a clearer view of their expenditure. I suggested that we give develop a graphical overview of their expenditure which would be more user friendly and easy to use than the typical Microsoft report.
• To go the extra mile, not only are they able to see the critical numbers, but they are also able to forecast their budget and spending.

Notable Development: HTML5 MailChimp CRM Data Importer App on RestFul API

• Created a token based authentication RestFul API that communicates between an AngularJS app and MS Dynamics CRM 2011. The app takes in an email and marketing values from a .csv file exported from MailChimp which contains 2000 lines of data and asynchronously updates the matching CRM’s contact record. The email is not unique in the contact’s entity as 1 email address can be found in 5 other contact records for example.
• Created software applications in test-driven development environment

Colt provides world class Network, Voice and Data Centre services to businesses of all sizes around the world. Our project is to build an innovative and pioneering web application product on a global scale to connect the data in businesses from around the world - cutting the average 25 days waiting time to just a few minutes.

Activities in the project:

• Gather customer requirements and liaise with various COLT stakeholders in the UK, Spain, France and Germany
• Design and build the User interface(UI) for both the front facing and the support/internal administrator application to talk to various backend REST API web services
• Deliver the weekly product demonstration to the international COLT stakeholders
• Co-ordinate, discuss and drive the implementation and functionality of the backend API web services with my written technical and functional specification document

Notable Team Achievements

• Won Most Innovative Ethernet/Optical Service by Leading Lights Awards 2016.
• Won Network Innovation – Worldwide by Metro Ethernet Forum’s (MEF) Ethernet Excellence Awards 2015
• Won NTT Data’s Best Team Award 2015
• Won Colt's Best Team Award 2015

London Business School is one of the world’s elite business schools. They shape business practice and transform careers across the globe. They wanted to extend their out of the box CRM system to meet their particular academic requirement.

Activities in the project:

• Extending the interface using JavaScript
• Creating workflows to automate tasks
• Implementing plugins for pre/post events

Department of Further Education Correspondence system for handling the department 300,000+ items of customer contact from the public and MPs.

Activities in the project:

• Entities configuration and customisation
• Extending the interface using JavaScript, HTML5 and CSS
• Creating workflows to automate tasks
• Implementing plugins for pre/post events
• Ribbon button and Site map customizations
• Using VS2012, coding in C# with .NET 4.0

Notable Development: Uploading of Parliamentary Question

• Used HTML5 and JavaScript to extract and validate individual data in the uploaded file and then handle and manage the request and response dynamically to the Web Service using AJAX.

Notable Development : Bulk Action (Move, Close & Respond) on multiple incidents

• Used Custom Workflow, Plugin and JavaScript to allow DFE to action multiple incidents all at once with all the complex data validation from multiple entities for each record.

Emerald Publishing is one of the world's leading digital-first publishers, commissioning, curating and showcasing research that can make a real difference.

Activities in the project:

• Entities configuration and customization
• Extending the interface using JavaScript
• Creating workflows to automate tasks
• Implementing plugins for pre/post events
• Writing web services for data manipulation and retrieval.
• Using VS2010, coding in C# with .NET 3.5
• Maintaining codes

To deploy a Pan-European Service and Sales solution for Honda dealerships including Microsoft CRM 2011 fully integrated with the existing Honda backend systems.

Activities in the project:

• Entities configuration and customisation
• Extending the interface using JavaScript
• Creating workflows to automate tasks
• Implementing plugins for pre/post events
• Ribbon button and Site map customizations
• Writing web services for data manipulation and retrieval.
• Using VS2008, coding in C# with .NET 4.0

Notable Development: Multiple time zone conflict resolution including daylight saving

• Used JavaScript to develop a new algorithm to handle the time zone conflict of the CRM and the ODATA data query. This occurred for example when the user is in London but the CRM is set to be in the France’s time zone which caused some inaccuracies on the scheduling date data. This is also made complicated with the introduction of day light saving time which some countries don’t support.

Affinity provides high quality IT and Telecoms Services and Solutions to Businesses throughout England. They wanted to extend their existing Dynamics CRM to handle and track the individual outstanding jobs in the business, develop invoices, and use workflow to replicate their strong business system and processes.

Activities in the project:

• Client Requirements and Gathering
• Writing Technical specs and time estimation
• Entities configuration and customisation
• Ribbon button and Site map customizations
• Extending the interface using JavaScript
• SSRS Report writing
• Creating workflows to automate tasks

Talstaff, based in Rotherham, provide both temporary and permanent recruitment support services to the Transport and Logistics Sector. They wanted a CRM to replace their existing MS Excel and MS Access based business. The system is to include a bespoke booking engine with multiple metrics to match the best driver for the job, bespoke timesheet logger to capture times and automatically generate costings based on several criteria, bespoke invoice system with templates, and custom SMS marketing solution that sends job opportunities, news or reminders to drivers.

Activities in the project:

• Writing Technical specs and time estimation
• Entities configuration and customisation
• Extending the interface using JavaScript, HTML
• Creating workflows to automate tasks
• Ribbon button and Site map customizations
• SMS Integration
• Support and train the users on how to use the system
• Second and Third Line support

Notable Development: Booking Engine (primary driver in their business)

• Used JavaScript and HTML to develop a booking engine that matches the best resource using an algorithm based on at least 9 entities containing different metrics such as age, skill, relationship, licenses (points and type), company preference and availability.

Notable Development: Timesheet Engine

• Used Javascript and HTML to develop a unique timesheet form that retrieves all the relevant bookings for each driver per week using an algorithm that automatically calculates and combine the hours done, costing to the company and for the driver based on the time of the day, bank holidays and skill required.

Notable Development: Invoice Engine

• Used Javascript and HTML to replicate their existing invoice template generated by third party system. The invoicing data are based on a cross reference of the booking data captured on the booking engine and timesheet data with the costing on the timesheet engine.

Notable Development: SMS Marketing Engine

• Used Javascript, SMS Form API and HTML to develop a web resource that allows the user to perform a similar algorithm search as the booking engine to send job opportunities, news and reminders, such as timesheet reminders, specifically to only the relevant drivers that matches the criteria inputted.

Arkom provides business solutions by developing usable, robust software. They needed a CRM to manage their current projects, customers, case supports, opportunities, leads and marketing.

Activities in the project:

• Entities configuration and customisation
• Extending the interface using JavaScript and HTML
• Creating workflows to automate tasks

Notable Development – HTML Case Incident Tracker

Using HTML, CSS, AJAX and Javascript, I developed a web resource that allows the whole company to visually see the different cases that the company needs to deal with with deadline and priority allocation.

The Sheffield Chamber of Commerce and Industry is the leading Sheffield training provider, business support, networking and Sheffield training courses. They needed to replace their current system to track memberships, handle finances and accounting, and interact with their members more effectively.

Activities in the project:

• Entities configuration and customisation
• Extending the interface using JavaScript and HTML
• Creating workflows to automate tasks
• Ribbon button and Site map customizations
• SSIS Integration to Quickbooks
• Support and train the users on how to use the system
• Second and Third Line support

Notable Development – QuickBooks Integration Tracker

Used HTML and Javascript to allow users to find out which data did not successfully transfer over to Quickbooks via SSIS and developed a feature that allows them to manually select the data to be reprocessed again.

Emerging Real Estate find properties, put clients in touch with a lawyer and make sure they provide first class personal service whilst bringing secure property investment opportunities. They wanted a CRM that enables them to easily handle their real estate assets, current financials, opportunities, leads and marketing.

Activities in the project:

• Writing Technical specs and time estimation
• Entities configuration and customisation
• Extending the interface using JavaScript and HTML
• Creating workflows to automate tasks
• Ribbon button and Site map customizations
• MailChimp Integration
• MS Outlook Integration
• Support and train the users on how to use the system
• Second and Third Line support

Chemoxy offers an extensive range of low toxicity, environmentally friendly solvents for paints, coatings, industrial and household cleaners. They wanted a CRM that enables them to handle and track their individual chemical solutions, experiment logs, reports and automate email generation and sending to their clients.

Activities in the project:

• Writing Technical specs and time estimation
• Entities configuration and customisation
• Extending the interface using JavaScript and HTML
• Creating workflows to automate tasks
• Ribbon button and Site map customizations
• MS Outlook Integration
• Integration to their existing NAV system
• Support and train the users on how to use the system
• Second and Third Line support

Ampetronic is a world leader in the design and manufacture of audio induction loop systems, also known as hearing loop systems or T loops. They wanted to build a C#, ASP.NET Portal to integrate with their CRM. The portals should have an authentication method using Salt and Hash encryption with data stored in the CRM; it should also interact with the CRM to allow the company to track how their customers and resellers are doing, to suggest training, and to allow them to raise request and incident.

Activities in the project:

• Writing Technical specs and time estimation
• C# Development with HTML and CSS
• Integration testing with the CRM
• Integration with another HTML based portal to handle the designing of the loop system
• Entities configuration and customisation
• Authentication using encrypted data in a custom entity on the CRM

The Association of Respiratory Physiotherapists in Respiratory Care (ACPRC) is a national body of Physiotherapists interested in all aspects of respiratory care. They needed a CRM to manage their members, send automated emails to remind them when their memberships are due and track the different subscription status.

Activities in the project:

• Writing Technical specs and time estimation
• Entities configuration and customisation
• Extending the interface using JavaScript and HTML
• Creating workflows to automate tasks
• MS Outlook Integration
• Support and train the users on how to use the system
• Second and Third Line support
• SSIS Integration

Notable Development – SSIS Integration between the website’s existing SQL Database and the CRM

Used SSIS to do two way synchronization process for the website and the CRM. This allows data to be updated from CRM to the website and vice versa as the customers have an option to ring the company and ask them to update their membership information or access their membership account using the website.

The Sheffield Family Information Directory is the online directory for Children, Young People and Family Services in Sheffield. They needed a CRM to track their tender and bidding opportunities.

Activities in the project:

• Entities configuration and customisation
• Creating workflows to automate tasks