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Stephan Smith — Founder, Principal Advisor & Enterprise Architect

Founder, principal advisor & enterprise architect

Stephan Smith

Business and technology guidance shaped by more than 25 years of architecture, delivery, governance, and executive advisory experience.

Experienced judgment

Technology decisions explained in business terms.

Stephan advises leaders on complex decisions involving applications, information, processes, integration, risk, modernization, and responsible technology investment. His work centers on understanding what should change, why it matters, and which path the organization can realistically sustain.

Experience at Microsoft, Avanade, and architecture-led consulting practices exposed him to demanding programs across regulated and operationally complex organizations. At Avanade—a global Microsoft-focused consultancy founded by Microsoft and Accenture—Stephan oversaw global delivery teams and architecture governance while serving as his practice’s Business Applications liaison to Microsoft. In Microsoft’s consulting practice, Stephan led and advised enterprise and public-sector CRM engagements; the representative examples below distinguish delivery leadership from project-team advisory roles. That background informs Carolina Technology Pros’ assessment-first approach: establish the condition, preserve what works, make trade-offs visible, and assign responsible ownership before implementation begins.

As founder of Carolina Technology Pros, Stephan adapts enterprise-caliber thinking to the priorities, capacity, and operating reality of small and midsize organizations.

Small-business client perspective

Experience that earns trust at a practical scale.

David M. Yokel, retired attorney formerly of Yokel Law Firm

David M. Yokel

Retired Attorney
Formerly of Yokel Law Firm

Based on my experience working with him, I would highly recommend Stephan and Carolina Technology Pros to law firms and other small businesses looking for knowledgeable and trustworthy technology guidance.

Credentials and education

Experience supported by recognized roles and foundations.

Former Microsoft MVP

Recognized by Microsoft for technical expertise, positive community influence, and helping others solve real-world Business Applications challenges.

Microsoft and Avanade

Served as a Microsoft Delivery Architect and Avanade Senior Director, guiding enterprise architecture, delivery quality, and global teams across complex Microsoft Business Applications programs.

Clemson University

Combines computer science with business and management—an academic foundation for translating technical solutions into systems that support organizational needs and business objectives.

25+ years of experience

Spanning software delivery, enterprise architecture, governance, and executive advisory—applied to help organizations make practical, durable technology decisions.

Advisory focus

Where experience becomes practical guidance.

Assessments and roadmaps

Create an evidence-based view of the current condition, priority decisions, accountable owners, and a practical sequence for improvement.

Architecture and governance

Evaluate system fit, risk, customization, maintainability, decision rights, and the operating practices needed for sustainable ownership.

Process, integration, and information

Clarify workflows, system boundaries, data movement, information use, and trade-offs across connected business capabilities.

Modernization and delivery assurance

Translate strategy into executable work, establish review points, and help stabilize initiatives when risk or delivery quality needs attention.

Representative engagement evidence

Roles and scale made explicit.

Aflac sales-system delivery

Led and oversaw the design and delivery of Aflac’s sales system, built to support approximately 30,000 agents across the United States.

Northwestern Mutual deployment advisory

Advised Northwestern Mutual’s internal project team and helped troubleshoot its Microsoft Dynamics 365 CRM deployment to approximately 20,000 field users across the United States.

BMW CRM architecture advisory

Advised BMW of North America, LLC on the architecture and delivery of its Microsoft business-systems CRM deployment.

Alight cloud migration at scale

Advised the Alight Solutions project team on migrating an on-premises Microsoft Dynamics 365 customer-service environment containing approximately one billion database rows to the cloud. The platform supported customer service delivered by Alight on behalf of its clients.

Fuji Corporation transformation advisory

Served as an architecture and delivery-quality advisor to a major Fuji Corporation transformation spanning Dynamics 365 Customer Engagement and Finance & Operations.

Additional enterprise experience

Additional Microsoft customer work included 3M, Enterprise Rent-A-Car, and U.S. Citizenship and Immigration Services. At Avanade, Stephan also supported Sub-Zero Group (Sub-Zero, Wolf, and Cove).

Career evidence

A foundation built across architecture, delivery, and advisory leadership.

Current

Founder, Principal Advisor & Enterprise Architect

Carolina Technology Pros

Provides assessment-first business and technology guidance and enterprise architecture for small and midsize organizations, connecting decisions to operations, risk, investment, ownership, and measurable progress.

2022–2024

Senior Director, Dynamics 365 Center of Excellence

Avanade

Oversaw global project teams to uphold delivery quality and software architecture standards across complex Microsoft Business Applications programs. Served as the practice’s Business Applications liaison to Microsoft, aligning Avanade delivery leadership with Microsoft stakeholders and platform direction.

2017–2022

Co-Founder and Principal Architect

Dynamics Mechanics Georgia

Led an architecture-focused consultancy supporting Microsoft partners and enterprise clients with assessments, design oversight, delivery governance, and complex escalations.

2012–2017

Delivery Architect, Dynamics 365

Microsoft

Within Microsoft’s consulting practice, guided enterprise-scale CRM programs through architecture strategy, design validation, integration, scalability, executive alignment, and recovery of high-risk initiatives.

1998–2012

Enterprise software and architecture roles

Fiberweb, IQ Solutions, Infor, and C5 Insight

Built a foundation across software delivery, integration, data, regulated environments, consulting, and direct collaboration with business stakeholders.

Independent judgment

Recommendations begin with evidence, business priorities, and responsible trade-offs—not a predetermined product or implementation.

Responsible boundaries

Strategic guidance, delivery ownership, specialist needs, and provider responsibilities are made explicit before work proceeds.

Enterprise perspective, practical scale

Large-program experience is adapted to the capacity, priorities, and operating reality of smaller organizations.

A practical next step

What outcome would make technology improvement worth pursuing now?

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