Freelancer profile translated to English.
Back to original languageAbout Morhad
ERP & CRM Functional Consultant/AMOA | Dynamics 365 Business Central, Odoo, HubSpot | Finance, Operations, and Sales Ops
I support SMEs/ETIs in the scoping, management, and functional implementation of their ERP, CRM, and business systems projects around Business Central, Odoo, and HubSpot.
I work at the interface between management, business units, IT teams, integrators, and users to transform a business need into a clear, configurable, tested, and adopted solution.
My goal: to secure the scope, stabilize processes, improve data quality, and empower teams.
My areas of expertise:
My approach: clarify before configuring, document what needs to be maintained, secure decisions, and deliver a usable system.
French
Native or bilingual
English
Native or bilingual
Remote only
Primarily works remotely
Experience
- 4PMCERP CRM Finance & Migration Consultant (TotalEnergies and SME Environment)HUMAN RESOURCESOctober 2024 - February 2026 (1 year and 4 months)Nairobi, KenyaInvolved in internal and client projects related to ERP and CRM processes, focusing on AMOA, Finance, Operations, data migration, supply chain, and manufacturing.On internal projects, I supported Finance teams in migrating processes managed via Excel and accounting software to Odoo. My role involved analyzing the existing system, clarifying business flows, formalizing functional requirements, and assisting in the implementation of modules related to the Finance & Operations cycle: accounting, sales, purchasing, products, invoicing, customers, suppliers, inventory, and reporting.I also contributed to client projects more focused on supply chain, manufacturing, inventory, and operations, acting as a liaison between business teams, management, and technical teams to ensure proper scoping, data migration, testing, and user adoption.Achievements:
- AMOA support for Excel/accounting tool migrations to Odoo.
- Facilitated business workshops with Finance and Operations teams.
- Analyzed and formalized sales, purchasing, invoicing, products, customers, suppliers, inventory, and accounting processes.
- Contributed to the implementation of Odoo modules: Finance, Sales, Purchase, Inventory, Products, and Invoicing.
- Prepared data migration for: customers, suppliers, articles, products, invoices, and operational data.
- Coordinated between key users, technical teams, management, and stakeholders.
- Participated in user acceptance testing, functional testing, go-live, and change management.
- Supported client projects related to supply chain, manufacturing, inventory, purchasing, and operations flows.
Results:Better structured Finance & Operations processes, better scoped ERP migration, reliable data, improved visibility on sales/purchasing/invoicing/inventory flows, strengthened coordination between business and technical teams. - Banque PostaleERP Finance & Migration ConsultantBANKING AND INSURANCEFebruary 2018 - January 2019 (11 months)Paris, FranceWorked as an AMOA / functional project manager on a project migrating an internal solution from La Banque Postale to a more flexible, open-source ERP solution developed by Melis Plateforme.My role was to act as the link between the business teams of La Banque Postale, project stakeholders, and the development teams, in order to translate functional needs into clear, prioritized, and deliverable specifications.Achievements:
- Gathered and formalized requirements from La Banque Postale's business teams.
- Analyzed the existing internal solution and identified gaps with the target ERP solution.
- Participated in the functional scoping of the migration to the open-source ERP Melis Plateforme.
- Structured business processes, management rules, workflows, and pilot data.
- Prioritized needs, arbitrated requests, and monitored functional developments.
- Coordinated with development teams: planning, backlog, blocking points, validation of deliverables.
- Regular interface between business units, technical teams, and project stakeholders.
- Participated in acceptance testing, functional testing, bug fixing, and validation of developments.
- Supported users in progressively adopting the new solution.
Results:Better scoped migration, clarified business needs, structured processes, reliable data, better prioritized functional deliverables, and strengthened coordination between La Banque Postale's business teams and the development teams. - EDF FranceFunctional Consultant/AMOA ERP & CRM | SI Migration & Open Source Solution | EDFENERGY AND UTILITIESJuly 2018 - December 2018 (5 months)Paris, FranceWorked as an AMOA / functional project manager on a project migrating an existing EDF solution to a more flexible, open-source ERP solution developed by Melis Technologie on the Melis platform.My role was to act as the link between the business teams, project stakeholders, and development teams, in order to scope the needs, structure the target processes, and secure the migration to the new solution.Achievements:
- Gathered and formalized requirements from EDF's business teams.
- Facilitated business workshops and design sprint sessions to clarify use cases, prioritize needs, and define target workflows.
- Analyzed the existing system and identified gaps with the target ERP solution.
- Functionally scoped the migration to an open-source ERP solution based on Melis Plateforme.
- Structured business processes, management rules, workflows, and pilot data.
- Prioritized needs, arbitrated requests, and managed the functional backlog.
- Coordinated with development teams: planning, priorities, blocking points, and validation of deliverables.
- Participated in the recruitment and selection of developers needed for the project.
- Regular interface between business units, technical teams, project management, and stakeholders.
- Participated in acceptance testing, functional testing, bug fixing, and validation of developments.
Results:Better scoped migration, clarified business needs, structured target processes, prioritized functional backlog, strengthened development team, smoother coordination between business and technical teams, and foundations laid for a more flexible and scalable open-source ERP solution.
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Education
- MANAGEMENT AND DIGITAL STRATEGYISEG Toulouse2003
- TECHNOLOGY DIPLOMA IN MARKETING TECHNIQUESUniversité Paul Sabatier2001
Certifications
- Microsoft Dynamics 365 Business Central Finance EssentialsUse Dynamics2026
- Microsoft Dynamics 365 Business Central Supply Chain EssentialsUse Dynamics2026