Job description and person specification
Technology Workstream Lead - BRM
Salary band
SAME
Job reference
number
Area / department
IT
Region / division
Information and
Digital Technology
Work location
UKO
Reports to
Head of Technology
Projects
Contract
Fixed term – 12
months
Last updated
September 2015
Indirect reports
0
Scale and scope of role
Direct reports
0
Budgetary
responsibility /
accountability
As allocated within the Accountability for
other resources
project
Reach and impact
Responsible for all aspects of project management for the projects
assigned, engaging with stakeholders and project members
As Required
Context
The British Red Cross is the largest voluntary humanitarian organisation in the world. It
promotes humanitarian values, and provides emergency help to people in short-term crisis in the
UK and overseas. Within the UK, the British Red Cross operates through 33,000 volunteers and
2,500 staff.
Our success in making a difference to the communities in which we operate is dependent on the
Society’s ability to deliver effective IS/IT services. A major project is now underway to
implement the latest phase of a CRM system, which will record and manage the interactions and
service outcomes for all those the organisation works with in the UK. The implementation of the
Beneficiary Relationship Management (BRM) system is one of a number under the
organisation’s overall Strategic change Programme, which will revolutionise how the
organisation’s staff and volunteers work and how they interact with those they help.
Scope
This is a new post which will head up one of eight workstreams within the BRM Project. Several
services the organisation offers in the UK are already using the Microsoft Dynamics based BRM
Job description and person specification
1
platform, and the Technology Workstream Lead will be responsible for successfully extending
the solution for use by all services. The Technology workstream will be responsible for
analysing, developing, testing and going live with a new generic CRM solution for UK Operations
staff. It will also be responsible for the mapping and migration of two existing case management
systems into the single new solution.
Overall Purpose of the Post
The post holder is accountable for the successful delivery of a generic CRM solution which
meets all business requirements. They will be responsible for directly line managing a number
of technology and data specialists, whilst also managing an outsourced team working on a
specific component. The post holder will be responsible for identifying and delivering on a
number of tasks to agreed timescales, and working with their fellow Workstream Leads to
ensure the technology solution is fit for purpose in all aspects. The post holder will work closely
with the Project Manager and other governance staff to ensure risks are identified and mitigated
against early on. They will ensure the highest standards are met in terms of system usability,
speed, consistency of design and quality of migrated data.
Main responsibilities and duties

Establish a robust and clear method for identifying, defining, tracking, testing and delivering
CRM software functionality.

Accurately assess the time and resource requirements needed to deliver an ongoing flow of
new functionality, whilst continually improving estimate accuracy as the knowledge of
requirements and team performance grows.

Enable solid, auditable processes are in place to identify, cleanse and migrate legacy system
data to the new single solution.

Understand the business requirements provided by other Project workstreams and ensure
these are translated into suitable technical designs.

Ensure objective, technically achievable requirements are specified for development staff to
work from.

Ensure rigorous, demonstrable processes are in place for both new functionality and
regression testing.

Monitor all IT workstream tasks, taking continual corrective actions to ensure delivery to time
and quality standards. Escalate any risks identified to the Project Manager and/or to the
Head of Technology projects, with options to mitigate the risk presented.

Work closely with staff within the Operations and Quality, Information Management and
Training workstreams, to ensure new CRM functionality meets overall project requirements
and aligns with the existing BRM platform.
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
Work with business as usual support teams to successfully migrate functionality and data
into live use.

Working closely with technical staff in particular with Business Analyst, Developer, Data
Manager and Test Manager, ensuring all allocated tasks are completed successfully and to
time. Line management of a small outsourced team tasked specifically with delivering the
core CRM component.

To uphold the fundamental principles of the International Red Cross & Red Crescent
Movement and to work within the Society’s Equal Opportunities Policy.
Job description and person specification
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Person specification
Requirements
Skills
In depth understanding of the Microsoft Dynamics
CRM platform including core components,
workflows, plugins and Javascript**
Good knowledge of CRM related technology such as
SQL Server, Kingsway data migration tools,
SharePoint and Resco mobile CRM tools
Advanced knowledge of Microsoft Office suite**
Working knowledge of Microsoft Project
Knowledge of Agile project management methods and
practices
Knowledge of Business Analysis and requirements
analysis techniques
Knowledge (including education and
training)
Educated to degree level or equivalent professional
qualification
PRINCE2 Practitioner, Agile ScrumMaster or similar
qualification
Experience
Proven project management experience working with
both waterfall and Agile methodologies**
Demonstrable experience in successfully
implementing CRM solutions based on Microsoft
Dynamics CRM**
Experience in successfully establishing a software
development protocol with multiple development
staff adhering to its protocols
Experience in managing internal and outsourced
development staff, working on multiple streams of
development concurrently**
Experience of working in complex, matrix managed
projects with constant interaction with other
workstream leads.
Demonstrable experience of working in a customer
facing environment, communicating with multiple
stakeholders with varying levels of technical
understanding
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Competencies
Communicating and influencing
Takes multiple steps to communicate and influence
Working collaboratively
Pro-actively builds partnerships and relationships
internally and externally
Leading and engaging
Builds team commitment and engagement
Information seeking
Digs deeper and supports others to make best use of
information
Embracing and leading change
Promotes constructive change
Commercial accountability
Understands the broader environment and uses
knowledge to deliver
Personal impact and self-management
Manages their reactions
Problem solving
Makes plans and analyses
Developing yourself and others
Develops skills and abilities for the long term
Additional requirements
Uphold the Fundamental Principles and act with
integrity, in accordance with the Society’s
obligations and values (inclusive, compassionate,
courageous, and dynamic).
Ensure anti-discriminatory practice and promote
diversity.
The work may involve travel to BRC sites within the UK
NB All disabled candidates who meet the minimum criteria, denoted by **, will be short-listed for
interview in line with our commitment under the two-tick symbol scheme.
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