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Jose Santos

2nd

Previous positions

  • Senior CRM Engineer at Mogo
  • CRM Development Team Lead at Colliers-International

Education

Campina Grande Federal University, Master, Information Systems

262

Background

Summary

José Santos has a Masters’ degree in Information Systems and over fifteen years of experience in the software development industry. He has extensive expertise in the MS.NET platform, with proven participation on several mission critical projects for large corporations. He is always committed to provide technical solutions aiming the best fit for both business and technical requirements. Jose has been a post-secondary professor and teacher of computer programming and other software development disciplines for over fifteen years. He is particularly capable of applying both academic knowledge and practical skills to solve complex business problems. Specialties: .Net, Microsoft Dynamics CRM, JavaScript, TypeScript, Angular 4 and SQL Server development.

Experience

  • Principal Software Engineer

    Cubic Corporation

    January 2017 – Present(2 years 9 months)Greater San Diego Area

  • Senior CRM Engineer

    Mogo

    February 2015 – January 2017(1 year 11 months)Vancouver, Canada Area

  • CRM Development Team Lead

    Colliers-International

    June 2014 – February 2015(8 months)Vancouver, Canada Area

    The Team Lead, CRM development’s key responsibilities are coordinating and delegating the design, enhancements, and modifications within the Microsoft Dynamics CRM. The incumbent is expected to work from existing requirements and identify the best technical approach to implement within the technical solution. This role includes troubleshooting escalated application and integration issues. A key part of this role is to gain in depth knowledge of both the business and system processes. As a member of the Information Systems team, the incumbent will lead other team members and business users to solve business problems, improve processes and troubleshoot issues by assessing, researching, and analyzing business, technical and system needs. All technology recommendations and solutions must meet business needs. The Team Lead, CRM Development works with the Canadian Information Systems Program Manager to support the strategic goals and/or objectives of the company’s initiatives ensuring every effort is made to accomplish the initiative within approved time frame, scope and budget. In this role, the incumbent will be expected to lead a group of 5-7 individual and as an integral of the Canadian Information System team.

  • CRM Developer

    Colliers-International

    January 2013 – May 2014(1 year 4 months)Vancouver, Canada Area

    Recommendations (1)
  • Consultant

    CGI

    April 2012 – December 2012(8 months)Edmonton, Canada Area

    Software Developer: .Net, Dynamics CRM and Sharepoint Development.

  • Senior Software Developer

    Iomer

    March 2011 – April 2012(1 year 1 month)Edmonton, Canada Area

  • System Analyst – Alberta Energy

    Sierra Systems

    August 2010 – February 2011(6 months)

    System Analysis and .Net windows form programming.

Education

  • Campina Grande Federal University

    Master, Information Systems

    2000 – 2002

    http://www.ufcg.edu.br Theme: A tool for improve productivity at web applications development with the Java Enterprise Platform.

Projects

  • Freehold Mineral Tax

    September 2010 – March 2011

    Maintenance of legacy code, System Analysis and implementation of new functionalities.

    Team Members (1):
    • Jose Santos
  • Legal Aid Alberta – Certificate Management

    March 2011 – May 2011

    – CRM 4 Project – Main Tasks: – Email appointing process; – Layer recommendation Tool; – Recoveries custom CRM report; – Data migration from a legacy system to CRM; – Batch process of the Payments Schedule; – Invoices and Statements reports; – Storage of Certificate documents in a SharePoint library.

    Team Members (1):
    • Jose Santos
  • SiteFinity company website maintenance to show products data.

    June 2011

    Main Tasks: – Control/template to show product data in tabs: Overview, Details and Literature. – Form to force the user to provide information before download product specification documents. Example: http://www.masterflo.com/products/choke-valves/p1-e-bb; – Addition of a component to send form information by Email. – Website: http://www.masterflo.com/

    Team Members (1):
    • Jose Santos
  • North American Construction Group: SharePoint company website maintenance.

    July 2011

    Main Tasks: – ASPX web project to manger contracts/projects published into SharePoint. – Archiving projects functionality: disable edition, save all project SharePoint files to the file system and delete them all from SharePoint – Migration of the ASPX application from SharePoint 2007 to 2010 – Migration of Document metadata from SharePoint 2007 to 2010.

    Team Members (1):
    • Jose Santos
  • LitFest Edmonton: Sitefinity customization and component implementation.

    July 2011

    Mains Tasks: Customization of Sitefinity list to store extra information about authors Development of a custom component to show authors information http://www.litfestalberta.org/2011_Authors.aspx Development of a custom component to show the event calendar http://www.litfestalberta.org/EventsSchedule/Schedulesummary.aspx

    Team Members (1):
    • Jose Santos
  • College of Physicians & Surgeons of Alberta: Authentication mechanism to allow physicians to update their information.

    August 2011

    Main Task: Components to provide the extra authentication mechanism to the Sitefinity application Site: http://www.cpsa.ab.ca/

    Team Members (1):
    • Jose Santos
  • Company Human Security Report Project

    August 2011

    Main Tasks: Component using the Google API to read and display RSS content; Site: http://www.hsrgroup.org/. Component under the section: “HIGHLIGHTS FROM THE HUMAN SECURITY GATEWAY”.

    Team Members (1):
    • Jose Santos
  • Primary Care Initiative: Aggregate careers opportunity from different SharePoint web site lists

    September 2011

    Main Tasks: – Developed the functionalities: Visual Studio 2010 Web part using JQuery, Ajax and Web service to read career information from SharePoint lists in different servers and aggregate them into a single page – Site: www.albertapci.ca -> Careers

    Team Members (1):
    • Jose Santos
  • ATCO Group: Designer and implementation of a navigation component and “master.page” templates to aggregate all group intranet websites.

    September 2011

    Development of a solution to aggregate different SharePoint websites in a navigation component dealing with the cross site reference issues.

    Team Members (1):
    • Jose Santos
  • National Firearm Association: Microsoft CRM plugin to provide auto numbering for custom entities.

    October 2011

    Research and implementation of a CRM 2012 plugin to provide auto-number (IDs) generation for custom entities.

    Team Members (1):
    • Jose Santos
  • TerraTrax: Online Geo-Spatial Processing System

    October 2011

    Main Tasks: – Complex report to show hierarchical data with dynamic collapsed areas, – Report using Microsoft Reporting Services 2008 R2 to show a vehicle log report

    Team Members (1):
    • Jose Santos
  • Alberta Advanced Education and Technology: Migration and development of new functionalities in a customer relationship application from CRM 4 to CRM 2011.

    November 2011 – February 2012

    Main Tasks: – JavaScript validation and UI improvements – CRM Plugins to validate data – CRM Custom Workflow activity to catch email created by a workflow and add content with transformation, on the fly, to the email body – Java Script functionality to create a Follow-Up email for the current Inquiry filling the email template with data extracted from the database – Reporting Service Reports – Data Migration – Design and implementation of a C# .Net 4 windows application using a XML file as the source of all the data migration definition. The XML file consists of entities names, SQL query to recovery the data and mapping the query fields to the entities fields – SQL scripts to validate the data migration process. Around 200 scripts were created to show the results of test cases

    Team Members (1):
    • Jose Santos
  • Clark Builders: Plan Room – Application to provide collaboration between the bid team and sub-traders/Partners.

    March 2012 – April 2012

    Main Tasks: – High level of integration between CRM and SharePoint using Web service, oData entry points, WCF and SharePoint BDC (Business Data Connectivity); – Customization of SharePoint list to add custom fields; – SharePoint functionality to allow the users select multiple files in a SharePoint file library and send all selected files as zip file to a printer company; – Addition of picture in CRM using a Silverlight component; – CRM workflow and workflow activity; – CRM form customization; – Custom SharePoint list with templates defined in the Visual Studio Solution; – Programmatically customization of SharePoint using the feature activation events; – Customization of the SharePoint Ribbons add buttons and catching the events; – SharePoint web parts to present CRM data to the client and get input to update the CRM database.

    Team Members (1):
    • Jose Santos
  • Tools to support the CRM team

    April 2012

    Main Tasks: Implementation of the following tools: – CRM Data Migration Tool: .Net C# Windows Application to migrate data from a source CRM to a target CRM. All the migration definitions are made in a XML file. – CRM Solution Exporter Tool: .Net C# Windows Application tool to adjust the workflow references from a CRM customization file to a target CRM; – CRM Customization File Comparator: .Net C# Windows Application to compare and show the differences between two CRM customization file;

    Team Members (1):
    • Jose Santos
  • Finning: Business Recovery.

    May 2012 – July 2012

    The goal was to support the PMO team by adding project management features to SharePoint.

    Team Members (1):
    • Jose Santos
  • Worker Compensation Board: Enterprise BI/Reporting application using a multi-layer architecture.

    July 2012

    Team Members (1):
    • Jose Santos
  • MS CRM Upgrade

    September 2013

    Team Members (5):
    • Jose Santos,
    • Synthia Kloot (She, Her, Hers),
    • Jose Santos,
    • Neven Bradasevic,
    • Jose Santos
  • Government of Alberta, Department of Energy – CMS upgrade

    CMS is the Government of Alberta, department of Energy’s contract management system. CMS serves to manage contracts for anyone working as an external contractor with the department. The upgrade project migrated CMS from an Oracle backend to SQL Server.

    Team Members (4):
    • Jose Santos,
    • Rob Das,
    • Jose Santos,
    • Jose Santos
  • Arquitetura corporativa

    January 2005

    Atualização da arquitetura corporativa voltado para simplicidade e agilidade no desenvolvimento, sem sacrificar modularização ou isolamento de responsabilidades. Foco em entregas rápidas e de qualidade, e com um código facilmente refatorável. Limites bem definidos permitindo que uma segmentação de funcionalidades de forma a que um código seja reutilizado com baixo comprometimento de funcionalidades já estabilizadas. Utilizado em ERP’s e um aplicações especialistas, de negócio.

    Team Members (2):
    • Jose Santos,
    • Jenser Almeida
  • CRM+ (MS CRM online)

    March 2014 – June 2015

    Major CRM upgrade from an on premise solution to CRM online with Colliers specific customization.

    Team Members (7):
    • Jose Santos,
    • Synthia Kloot (She, Her, Hers),
    • Neven Bradasevic,
    • Mihai Strusievici,
    • Ricky Ariston,
    • Duncan Kok,
    • Karen Ott
  • CRM+ (MS CRM online)

    March 2014 – February 2015

    Major CRM upgrade from an on premise solution to CRM online with Colliers specific customization.

    Team Members (7):
    • Jose Santos,
    • Synthia Kloot (She, Her, Hers),
    • Neven Bradasevic,
    • Mihai Strusievici,
    • Ricky Ariston,
    • Duncan Kok,
    • Karen Ott
  • CRM Popup Reminder: A CRM 2015 solution to show activities in a popup windows when the due date are about to expire.

    March 2015

    A JavaScript timer was inject into a CRM button and every X minutes checks for pending activities using CRM web services (OData). The user has the option to enable/disable the popups. Technologies: JavaScript, Angular JS, Ajax and CRM web service

    Team Members (1):
    • Jose Santos
  • KPI/BI SSRS reports

    June 2015 – September 2015

    Several KPI reports were created using TSQL, SSRS and deployed to CRM. One of the report ended up been a BI report. Technologies: SSRS and SQL

    Team Members (1):
    • Jose Santos
  • CRM Data Views

    September 2015

    A .Net MVC 5 solution to query and show data from others systems. The MVC views are showed in a CRM form iFrame. Technologies:C#, SQL, Rabbit MQ, .Net MVC 5,

    Team Members (1):
    • Jose Santos
  • CRM 2015 Plugins to send messages to Rabbit MQ.

    October 2015

    CRM Plugins to identify changes in CRM and publish messagea to Rabbit MQ. Technologies: CRM 2015 Plugins, C#, ILMerge tool, Rabbit MQ .Net API and Log4Net

    Team Members (1):
    • Jose Santos
  • CRM Custom Workflow Activity to publish message to Rabbit MQ Server

    January 2016

    Team Members (1):
    • Jose Santos
  • CRM Custom Workflow Activity to attach password protected zip files to email activities

    March 2016

    Team Members (1):
    • Jose Santos
  • Learn Code Online

    October 2015

    This is a volunteer project to help people learn Computer Programming

    Team Members (1):
    • Jose Santos
  • CRM integration with back-end systems

    March 2015 – January 2017

    Design and implementation of service and functionalities to integrate Dynamics CRM and Back-End systems. The main components of the integration are: 1 – C# Windows Service to subscribe to a Message bus and process messages to update CRM; 2 – Dynamics CRM workflow activities and plugins to publish messages to the Message bus; 3 – .Net MVC 5 application to request/retrieve data from back-end systems using Rabbit MQ and present to the CRM users allowing interaction and publishing message back to the back-end systems; 4 – Batch Service to process massive amount of data and update CRM using the BULK API; 5 – Silverpop API to send transaction emails to Mogo customers. Used Technologies: C#, .Net, Windows Service, Rabbit MQ, Log4Net, Silverpop API, REDIS, Angular, Rabbit MQ, TSQL, JavaScript and jQuery

    Team Members (7):
    • Jose Santos,
    • Leo Pham,
    • Diogo Barbosa,
    • Walid Ben Slimane,
    • Lena Healey,
    • Yaron Fraiman,
    • Mark Rainer

Skills & Expertise

  • ASP.NET
  • IIS
  • Integration
  • Enterprise Architecture
  • CRM
  • LINQ
  • Business Analysis
  • JavaScript
  • Data Modeling
  • XML
  • SOA
  • ERP
  • Database Design
  • Agile
  • C#
  • Databases
  • AJAX
  • Visual Studio
  • Customer Relationship Management (CRM)
  • Microsoft CRM
  • Web Development
  • Business Intelligence
  • Systems Analysis
  • jQuery
  • Microsoft Office Sharepoint Server
  • Web Services
  • Web Applications
  • Microsoft Dynamics CRM
  • T-SQL
  • UML
  • SharePoint
  • .NET
  • Software Project Management
  • Requirements Analysis
  • TFS
  • ASP.NET MVC
  • HTML
  • Unified Modeling Language (UML)
  • Microsoft .NET
  • Subversion
  • Microsoft SQL Server
  • Agile Methodologies
  • WCF
  • Programming
  • Microsoft SharePoint
  • SSIS
  • Software Development
  • .NET Framework
  • Solution Architecture
  • SQL

Certifications

  • Microsoft® Certified Technology Specialist: .NET Framework 4, Web Applications

    Microsoft, License D558-1495

    December 2011

  • Microsoft® Certified Technology Specialist: .NET Framework 4, Data Access

    Microsoft, License

    January 2012

  • Microsoft Certified Professional: Microsoft Certified Professional

    Microsoft, License

    April 2012

  • Microsoft® Certified Technology Specialist: SharePoint 2010, Application Development

    Microsoft, License

    November 2012

  • Microsoft Specialist: Microsoft Dynamics Customization and Configuration in CRM 2013

    Microsoft, License

    August 2014

  • MB2-716 Microsoft Dynamics 365 Customization and Configuration

    Microsoft, License

    October 2019

  • MB2-703 Microsoft Dynamics Customization and Configuration in CRM 2013

    Microsoft, License

    August 2014

  • 573 TS: Microsoft SharePoint 2010, Application Development

    Microsoft, License

    November 2012

  • 516 TS: Accessing Data with Microsoft .NET Framework 4

    Microsoft, License

    January 2012

  • 515 TS: Web Applications Development with Microsoft .NET Framework 4

    Microsoft, License

    December 2011