Hi, I'm Lawrence Reid

CBAP • DTM • PMP • CSM • CSPO

I build robust CRM architectures, integrate complex business applications, and guide organizations smoothly through technology transformations.

Let's Work Together

What I Can Do for YOU!

Reliable IT Leadership, Application Architecture, and Agile Transformation for Enterprise Businesses & Associations.

CRM and AMS Optimization

  • Microsoft Dynamics, Altai AMS, & Salesforce Administration
  • Rule-based automations & cloud migrations
  • Power Platform & Power Automate flows
  • Soon to be ASI IMIS AMS

Financial Integrations

  • Bidirectional CRM-to-ERP data links
  • Tax estimate & K-1 management systems
  • Great Plains (GP), SQL Server, and SSRS
  • Cost-benefit evaluations for software vendors

Agile Leadership

  • Transitions from Waterfall to Agile Scrum
  • SDLC process design & execution
  • Product ownership & backlog management
  • Clear epic and user story mapping
  • Jira workflow config & backlog grooming

Governance & Enablement

  • AI usage risk policies & guardrails
  • User training materials & knowledge bases
  • ITIL-aligned change management
  • Stakeholder strategy & consulting

20%

Reduction in Duplicate Database Records

25%

Unaffiliated Member Records Successfully Linked

15+

Years of Enterprise IT & CRM Experience

About Lawrence

I am a seasoned IT Strategy and Technology Leader specializing in aligning enterprise tools with high-level business objectives. Over the last 15 years, I have successfully designed CRM ecosystems, migrated legacy on-premises networks to robust cloud platforms, and led development teams across the Finance, Healthcare, and Nonprofit sectors.

My methodology focuses on streamlining operations, improving data cleanliness, and ensuring high user adoption. Beyond technical configuration, I am also certified in business and management disciplines-this background allows me to bring unique empathy, structure, and clarity to organizational change management, reducing staff burnout during difficult system migrations.

I am an experienced author and speaker. I have been published in PM World Journal, BA Digest, and Microsoft Dynamics World. I have also presented at prestigious conferences including, International Institute of Business Analysis, Project Management Institute, Microsoft, and Salesforce.

My Credentials

  • • Certified Business Analysis Professional (CBAP)
  • • Project Management Professional (PMP)
  • • Certified ScrumMaster (CSM)
  • • Certified Scrum Product Owner (CSPO)
  • • Distinguished Toastmaster (DTM)
  • • Certificate in Financial Planning (SMU)
  • • B.S. in Finance (UT Arlington)

Ready to Transform Your Systems?

Let’s streamline your data, automate your workflows, and set clear governance for the cloud era.

Location: Dallas / Fort Worth Area (Open to local & remote engagements)

Email Me: lr@lroptimizations.com Call/Text: (817) 706-8709 LinkedIn Profile