Joshua Lipson

Capabilities

The capabilities behind confident decision-making and successful delivery.

These aren't separate skillsets I switch between — they're how one project usually unfolds: understand the problem, build the evidence, deliver the system, then keep improving after go-live.

Business analysis & delivery

Turning ambiguity into a delivery plan

Getting from a vague problem statement to a scoped, sequenced piece of work takes requirements definition, workshop facilitation, and stakeholder alignment the business will actually commit to.

Owned end-to-end process design and stakeholder alignment across an 800+ user Dynamics 365 ERP transformation.

Requirements & documentationWorkshop facilitationStakeholder engagementAgile delivery (Azure DevOps)Process mapping (Visio)

Data, reporting & analytics

Building the reporting people actually trust

A dashboard is only useful if people believe the numbers and know what to do with them. I design and build reporting that becomes the source of truth teams check before making a decision.

Dashboards and insights used by 250+ stakeholders, cutting reporting turnaround time by approximately 25–35%.

Power BI (dashboard development, DAX)Advanced ExcelKPI designData validation & QAInsight generation

Transformation & systems

Getting complex systems live — and adopted

ERP and TMS implementations succeed or fail on adoption, not go-live dates. I lead the workstream from solution design through UAT and change management to business-as-usual.

Delivered substantial operating cost savings (27%) through a multi-site transport management system implementation.

ERP transformation (Dynamics 365 F&O)Transport management systems (TMS)UAT & business readinessChange management

Process improvement & enablement

Making the everyday work lighter

A lot of value sits in unglamorous process fixes — cutting manual steps, redesigning a workflow, retraining a team. I find those opportunities and see them through to a measurable result.

Redesigned automated warehouse picking path sequencing, lifting operational efficiency by 15%.

Process optimisationContinuous improvementTraining design & delivery

Next

See these capabilities applied to real projects.