Resume
Beau Lewis
AI Business Application Practice Lead · Velrada
Summary
Business Applications Practice Leader and Enterprise Architect with 15+ years of experience delivering Microsoft Dynamics 365, Power Platform, Azure, and AI-enabled business solutions. Proven track record leading consulting organizations, shaping complex enterprise engagements, and architecting scalable customer engagement platforms for Fortune 500 organizations. Combines executive leadership with hands-on expertise across Azure AI Foundry, Microsoft Copilot, C#, .NET, Python, and cloud-native architectures to help organizations modernize through practical enterprise AI.
Experience
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AI Business Application Practice Lead
Velrada · Cincinnati, OH
- Lead the Modern Business Applications practice with responsibility for delivery excellence, technical quality, consulting capability, and strategic growth across Microsoft Dynamics 365 and the Power Platform.
- Serve as executive Solution Architect for complex customer engagements, providing architectural leadership across Dynamics 365 Customer Engagement, Azure, and enterprise integration initiatives.
- Partner with sales leadership on opportunity shaping, executive presentations, solution strategy, estimation, staffing, and technical governance to improve win rates and delivery outcomes.
- Drive enterprise AI adoption by helping organizations implement Microsoft Copilot, Azure AI Foundry, Retrieval-Augmented Generation (RAG), and AI-enabled business workflows within the Microsoft ecosystem.
- Mentor Solution Architects and consultants while establishing reusable delivery standards, architecture governance, and technical best practices across the practice.
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Engineering Director, Tax Product Development
BDO · Cincinnati, OH
- Led the technology strategy and execution for BDO Tax Userverse, an enterprise project management platform built on Microsoft Dynamics 365 Project Operations and SharePoint Online.
- Served as technical architect, designing scalable, maintainable, and secure solutions for complex enterprise systems.
- Wrote custom plugins, configured forms, and completed code reviews to ensure the team was able to hit deliverable deadlines.
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Director of Technology Solutions
TrellisPoint · Cincinnati, OH
- Architected and developed complex Microsoft Dynamics 365 (Sales, Customer Service, Field Service) and Power Platform solutions, including Canvas and model-driven apps.
- Designed and developed serverless architectures using Azure Functions (.NET and Python) for high-scale data processing and custom integrations.
- Developed custom C# workflow activities and plugins to extend out-of-the-box D365 functionality for complex business logic.
- Implemented LLM integrations using Copilot Studio and Azure AI Foundry, focusing on RAG patterns and prompt engineering.
- Assisted in pre-sales design, developing technical proofs-of-concept and articulating architectural value to prospective clients.
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Contractor
American Society of Clinical Oncology · Washington, DC
- Configured forms, views, and model-driven apps.
- Supported customer service and sales teams by enabling ARC rules and creating Power Automate flows to streamline the support and sales process.
- Managed security, including new user setup and provisioning.
- Maintained data standards and integration with the society’s data management platform, enabling efficient management of membership, volunteers, event participation, and certifications.
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Dynamics CE Solution Architect
American Society of Clinical Oncology · Washington, DC
- Engineered and deployed robust integrations between Dynamics 365 and legacy systems, streamlining membership profile management across multiple product teams and improving data consistency.
- Partnered with cross-functional stakeholders to align technical solutions with business objectives and build a culture of continuous improvement.
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Dynamics CE Solution Architect
Indigo Beam · Orlando, FL
- Led product development for a timeshare sales and management platform built on Microsoft Dynamics 365, enabling integrated property management, event scheduling, and sales tracking.
- Drove iterative pilot testing and user feedback loops to optimize performance, refine features, and accelerate platform adoption.
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Solution Architect
PowerObjects · Cincinnati, OH
- Served as Field Service Solution Architect focusing on Dynamics 365–based asset management and service operations.
- Mentored junior and offshore developers through structured training, code reviews, and knowledge-sharing, raising overall team capability.
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Senior Consultant
AlfaPeople · New York, NY
- Designed and implemented Microsoft Dynamics 365 CRM solutions, focusing on both technical and functional delivery for large, complex client engagements.
- Led client engagements to migrate, extend, and optimize CRM systems, collaborating with cross-functional teams to deliver scalable, high-quality solutions.
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IT Director
Health Carousel · Cincinnati, OH
- Managed IT department P&L, leveraging data analysis and Power BI to drive cost efficiency, performance optimization, and strategic investment across global operations.
- Performed deep-dive analysis of operational data to identify bottlenecks and inform IT strategy and modernization initiatives.
- Directed the alignment of infrastructure, security, and business systems to support rapid organizational growth.
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Dynamics CRM Consultant
Self-Employed · Huntington, WV
- Led migration and upgrade projects from Microsoft Dynamics CRM 4.0 to CRM 2011, including solution architecture, data migration, and system reconfiguration.
- Refactored legacy customizations (plugins, workflows, JavaScript, and C# components) to align with CRM 2011 frameworks.
- Upgraded and optimized integrations with external systems using Web API, SSIS, and custom middleware to ensure continuity and improve performance.
- Collaborated with client teams to plan upgrade roadmaps, mitigate risks, and ensure smooth adoption of the new platform.