Business Strategy Advisor & Product Architect

Overview

Cavallo is seeking a highly skilled Business Central Strategy Advisor & Product Architect to serve as our internal authority on Microsoft Dynamics 365 Business Central, workflow automation, and distribution operations. This role is central to Cavallo's transformation, guiding customers from Sales Pad/GP to Business Central using our flagship products, Mission Control, Profit Scan, and the Profit Max Platform (PMP). This individual will define how Cavallo builds BC-aligned products, shape our workflow and data architecture, and ensure our solutions reinforce best practices across the BC ecosystem.

This critical, cross-functional position supports Product, Engineering, Services, Sales, and Partners, providing the deep expertise needed to shape world-class, ERP-integrated experiences for distributors. The ideal candidate brings deep functional and technical experience in Business Central, distribution workflows, Power Automate, and the broader Microsoft ecosystem, combined with the ability to translate that expertise into product direction, technical recommendations, and data modeling decisions.

• Act as Cavallo’s internal authority on Business Central capabilities, constraints, extension patterns, and data structures.
• Shape Mission Control’s workflow model, defining how Cavallo solves BC gaps in areas like jobs, warehouse, reservations, automation, and approvals.
• Influence Profit Scan’s BC integration by helping align costing, posting groups, and item valuations with our margin analytics engine.
• Advise Product Leadership on BC trends, competitive offerings, partner practices, and distribution use cases.

• Guide integration patterns for BC, including APIs, OData, events, data mappings, and Power Automate connectivity.
• Define workflow triggers, automation entry points, approval patterns, and orchestration logic across Mission Control, Business Central, and other systems.
• Ensure Cavallo’s system designs align with BC’s standards for customizations, extensions, and dataflows.
• Strengthen Cavallo’s migration framework by defining GP-to-BC workflow transitions and identifying where Mission Control replaces legacy GP functionality.
• Improve migration playbooks, partner readiness, and delivery templates to ensure consistent, repeatable BC implementations.

• Serve as the primary resource for internal teams needing expert guidance on BC functionality, workflow design, automation opportunities, and ERP constraints.
• Support Sales and Marketing by educating them on BC workflows and how Cavallo’s products improve the ERP experience and remove costly custom development.
• Partner with UX and Engineering on best practices for designing complex, multi-step BC-driven workflows with strong logic and intuitive structures.
• Engage directly with distributors, partners, and BC consultants to gather insights on real-world workflows and validate architectural decisions.
• Advise on how Cavallo’s products can fill gaps, replace custom development, and reduce implementation risk across BC environments.
• Participate in customer discovery, workflow mapping sessions, and complex implementations as the BC subject matter expert.

• Contribute to the Profit Max Platform’s (PMP) multi-ERP data model by defining BC mappings that align across other ERPs (Acumatica, Net Suite, GP, etc.).
• Ensure BC-specific workflows, data structures, and automation logic integrate cleanly with Cavallo’s margin and operational intelligence frameworks.

• Deep functional and technical expertise in Microsoft Dynamics 365 Business Central.
• Extensive practical experience with distribution, wholesale, or manufacturing workflows.
• Strong understanding of BC extension models, data structures, posting behaviors, and workflow limitations.
• Hands-on familiarity with Power Automate or similar workflow automation tools.
• Strong ability to translate complex ERP workflows into intuitive product experiences and clear technical recommendations.
• Excellent communication skills with the ability to educate non-experts on ERP concepts clearly and…