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Sr. Crm Business Analyst Resume

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Richfield, MN

SUMMARY:

  • Sr. Business Analyst professional with 8+ years of expertise in the Retail, Healthcare, Banking and Financial domains.
  • Highly experienced in developing business processes and system solutions within the Retail, Healthcare, Banking, and Financial industries.
  • Demonstrated ability to work actively in different phases of Software Development Life Cycle (SDLC) using Agile/SCRUM, Rational Unified Process (RUP), and Waterfall Methodologies.
  • Experienced in creating business analysis artifacts such as Impact Analysis, Requirement Management Plan, Business Requirement Document (BRD), UML Diagrams, Functional Specification Documents (FRD).
  • Expanded expertise in writing Use Case Narratives, System/Process/Business Flow Diagrams, and Business Modeling by using tools such as MS Visio.
  • Expert in Microsoft Dynamics CRM implementations (all modules) and integrations with other systems from small to medium and large size deployments from project initiation to Post go - live including production support, SLAs, ticketing.
  • Experience in facilitating Change Management across entire process from Project conceptualization to Testing through Project Delivery, Software Development and Implementation Management in diverse Business and Technical Environments.
  • Proficiency in facilitating Joint Requirement Planning (JRP) sessions with Business User Groups, conducting Joint Application Development (JAD) sessions with IT Groups and Conflict Management with Project team members.
  • Skilled at performing GAP Analysis, SWOT Analysis, Cost Benefit Analysis, and Feasibility Analysis.
  • Expertise in designing and verifying databases on Oracle and SQL Server RDBMS using Entity-Relationship Diagrams (ERD).
  • Experience in creating and modifying SQL reporting services reports for use inside and outside Dynamics CRM.
  • Hands-on in implementation of Risk Management Information System (RMIS) with Risk Connect and Learning Management System (LMS).
  • Excellence in building reports-SSRS, Crystal Reports, dashboards for analytics - Performance Point Services and collaborative team sites (using Microsoft SharePoint Server 2010).
  • Designed and implemented SQL Queries using joins, unions, outer joins, group by and aggregate functions to extract data from different databases (Oracle, SQL Server) for timely reporting and validation.
  • Strong understanding of SQL Server Reporting Service (SSRS) and System Oriented Architecture (SOA), CMM and SOX.

PROFESSIONAL EXPERIENCE:

Sr. CRM Business Analyst

Confidential, Richfield, MN

Responsibilities:

  • Created and developed Microsoft Dynamics CRM Custom parts (workflow, data migration, data integration, ISV functions and site-map) to plug into out-of-the box Microsoft Dynamics CRM Solution.
  • Involved in Dynamics CRM data capture, integration, auditing, data mapping, importing data and creation of interfaces.
  • Performed pilot study and created presentation for Senior IT and Business managers explaining the ROI and scenario analysis, for their project buy-in.
  • Served as a liaison between departmental end-users, technical analysts, information technology analysts, consultants and other stakeholders in the analysis, design, configuration, testing and maintenance of the system to ensure optimal operational performance.
  • Identified opportunities for improving business processes within systems and assists in the preparation of proposals to implement Dynamics CRM.
  • Created Custom Entities, Custom attributes for individual business units in MS Dynamics CRM, according to their business process Customized Workflows and Plugin for automated processes, based on requirement from sales and marketing department to increase visibility and efficiency.
  • Performed comprehensive analysis of CRM system related business practices and drivers to increase system utilization, sales and retention while streamlining customer experience.
  • Customized Dynamics CRM entities, create multiple forms (security based) on entities, add custom JavaScript on form events, and add web resources, navigation links to achieve the business requirements.
  • Document all data mapping and transformation processes in the Functional Design documents based on the business requirements for CRM implementation.
  • Involved in defining the source to target data mappings, business rules and data definitions, System rules/validation, user interface requirement type, output requirement type.
  • Co-owned end-to-end Data Migration activity from Legacy to CRM (including Design, support to Development and UAT with end users); prepared the Business and System Rules for such data migration to be applied in Scripts.
  • Captured process flows by preparing activity and sequence diagrams, pre- and post-conditions, performance requirements, impacted areas, high-level business rules, issues, areas in scope and out of scope, assumptions for Dynamics CRM implementation.
  • Conducted JAD (Joint Application Development) sessions and Gather Business Requirements, analyze and prioritize requirements, identified high potential business opportunities and developed customized business strategies.
  • Created real time integration between Microsoft Dynamics CRM and different application with Scribe Insight.
  • Reported the bugs, Email notifications to the developers using Test Director.
  • Performed duties of SME for the QA team offshore by providing them clarifications and helping them resolve defects.

Environment: Agile, Rational Tools, MS Visio, MS SharePoint, Dynamics CRM 2016, COTS, Quality Center, TFS, IBM-mainframe, DB2, MS Visual Studio, Mercury Quality Center, ERISA, Oracle, Rapid SQL, MS Office Suite, XML, JIRA, Informatics, Requisite Pro, Blue messenger (CCA).

Sr. Business Analyst

Confidential, Minneapolis, MN

Responsibilities:

  • Analyzed and gathered Business Financial Requirements and developed specifications for 401k (employee saving system).
  • Generated financial reports for further analysis.
  • Gathered and prioritized User and Business Requirements using interviews, JAD sessions, and surveys.
  • Involved in analysis of the existing 401K and employee saving processing system mapping phase according to functionality and data conversion procedure.
  • Wrote SOW for 401(K) and Employee Savings System.
  • Analyzed Tax Reform Act and changes to IRS regulations and applied 401(K) and Employee Savings System procedures.
  • Analyzed ERISA regulations and applied 401(K) and Employee Savings System procedures.
  • Wrote 401(K) and Employee Savings Contribution Election, Contribution Change, Hardship Withdrawal, and final distribution forms.
  • Developed and managed creation of product documentation to communicate features, benefits, positioning and impacts to different audiences and ensured that documentation deliverables from various groups were produced as needed.
  • Performed GAP Analysis to check compatibility of the existing system infrastructure with the new business requirements.
  • Coordinated business meetings including LFG’s directors.
  • Developed and designed business process workflows and GUI screens using MS Visio.
  • Involved in prioritizing defects and writing business requirements to resolve them by using Requisite Pro.

Environment: Agile, Rational Tools, MS Visio, MS SharePoint, COTS, Mercury Quality Center, Oracle, Rapid SQL, MS Office Suite, Windows Professional, Informatics, Requisite Pro, Blue messenger (CCA).

Sr. Business Systems Analyst

Confidential, Minneapolis, MN

Responsibilities:

  • Interacted with stakeholders to get a better understanding of client business processes and gathered requirements.
  • Designed a claim processing system for the healthcare management client system, which allowed the users to inexpensively capture information regarding patient, summary of medical history, symptoms (ICD-9 codes), and treatment (CPT).
  • Responsible for gathering the functional requirements for the health benefit claims receiving and processing system.
  • Conducted requirement gathering sessions with the purpose of creating and defining the Business Requirement Document (BRD) and the Functional Requirement Document (FRD).
  • Captured process flows by preparing activity and sequence diagrams, pre- and post-conditions, performance requirements, impacted areas, high-level business rules, issues, areas in scope and out of scope, assumptions, etc.
  • Involved in Requirement Scoping and analyzing high priority requirement. Conducted sign-off meetings with IT teams to lock down the requirements.
  • Created High-Level Use Cases from Business Requirements and created UML Diagrams like Use Case and Activity Diagrams using MS Visio.
  • Conducted JAD sessions to allow different stakeholders to communicate their perspectives with each other.
  • Tracked stakeholder requested enhancements and changes using Requirement Traceability Matrix (RTM).
  • Reviewed Technical Specification Documents (TSD) with development team, resolved issues and provided Sign Off.
  • Involved with the 837, 835, 270/271,277/275 and 276/277 HIPPA-EDI Transaction Code Sets.
  • Executed SQL queries to test the database for records that detect and submit functional acknowledgement and remittance advice in the claims application.
  • Involved with the Quality Assurance Team to develop and design Test Plan and Test Cases.
  • Executed Test Cases and Test Scripts for manual and automation testing. Defects were raised in HP Quality Center/HP ALM for logging, tracking and reporting bugs in the application.
  • Conducted User Acceptance Testing (UAT) of the application with the QA team.
  • Performed testing of the health benefit claims receiving and processing system to ensure that the system adheres to project standards, performance criteria, and functional specifications.

Environment: SQL Server 2014/2012, Agile/SCRUM, MY SQL, PL/SQL, Java, J2EE, UAT, Quality Centre, HP ALM, MS Visio, MS Office, SharePoint, UML, Oracle 11g, SSIS, SSRS, Crystal Reports, MS Project.

Business Systems Analyst

Confidential, Charlotte, NC

Responsibilities:

  • Involved in the analysis of the Functional/Technical Specifications, Data Mapping Document and Conceptual Diagrams.
  • Wrote System Requirements Specification (SRS) and Functional Requirements Specification (FRS) and Data Requirement Matrix (DRM) Documents as per the business requirements and process flow.
  • Documented User Stories and modelled Use Case Diagrams by utilizing MS Visio.
  • Conducted Joint Application Development (JAD) sessions to develop and agree upon a system that focuses on a Business Requirement.
  • Created Use Case Models, Wireframes & Mock-ups, Analysis Models, Design Models, Use Case Diagrams, Behavior Diagrams (Sequence Diagrams, Activity Diagrams) based on UML Methodology.
  • Wrote process flow and business case documents of existing processes.
  • Actively involved in design of wireframes for the different UI’s with UX architects by mitigating the requirement and business validation rules.
  • Defined frameworks for the application development and analyzed the areas of improvement.
  • Interacted with the development team and claim settlement experts making sure that the development of the project was meeting the business requirements.
  • Analyzed the security implementation of the application with respect to user’s perspective.
  • Worked with the data architecture and data analyst team in designing the model and in creation of the data mapping documents.
  • Worked on MS CRM Dynamics for handling the customer claim inquiries, Validation and Case Creation.
  • Prepared Test Data for the functional Test Cases, Manual Test Planning and creation of the Test Cases based on the user expectations.
  • Evaluated test results and prepared test summary reports.

Environment: Agile/SCRUM, SQL Server 2012, MY SQL, PL/SQL, Java, J2EE, MS Office, MS Visio, MS CRM Dynamics, UAT, HP Quality Centre, Data Mapping, UI, SSIS, SSRS, Oracle 10g, Performance Testing, MS Project, TFS.

Business Systems Analyst

Confidential, Atlanta, GA

Responsibilities:

  • Created Stakeholder Analysis Matrix to identify key stakeholders; evaluated their interests, power, support level and flexibility.
  • Organized and conducted JAD sessions, user interviews and surveys to identify, understand and document the requirements.
  • Analyzed the requirements using MS Visio and also created BRD and FRD by interacting with the IT personnel and business users.
  • Translated Business requirements to functional and technical language with the help of Use Cases and UML Diagrams for developers.
  • Developed RTM to find out if the current project requirements were met and ensured its timely update.
  • Interviewed SMEs and carefully recorded the requirements in a format that can be reviewed and understood by both business people and technical people.
  • Worked with FDA Guidelines (21CFR), HIPAA, and EDI transactions.
  • Involved in coordination of implementation of Risk Management Information System with Riskonnect RMIS for compliance.
  • Identified and recommended improvements that were technically sound, feasible and met IT standards.
  • Grouped Use Cases and other diagrams into sequence and collaboration Diagrams using Rational Rose based on Agile Scrum and UML Methods; thereby defining the business process model.
  • Verified and analyzed X12 medical encounter files processed by external client for building business logic of corrected claims by using tools like E-track, Rev Runner and HIPAA Processing to ensure HIPAA compliance.
  • Participate in Triage meetings and helped testing team to prioritize the requirements and participated in User Acceptance Testing (UAT).
  • Involved in preparing a simple and detailed user and technical manual.
  • Conducted training sessions and workshops for the application users.

Environment: Agile/SCRUM, SQL Server 2010, MY SQL, PL/SQL, Java, J2EE, Java Script, UML, UAT, HP Quality Centre, SSRS, SSIS, Crystal Reports, MS Office, MS Visio, MS Project, TFS.

Business Systems Analyst

Confidential, Jupiter, FL

Responsibilities:

  • Liaison between stakeholder’s system users, clients and managers, software development team and the QA team to gather requirements.
  • Incorporated Agile Methodology and SCRUM techniques to manage requirements.
  • Facilitated (JAD) Joint Application Development sessions to identify the business rules and requirements and then documented them in a format that can be reviewed and understood by both business people and technical people.
  • Studied and analyzed competitor’s applications and brainstormed to gather effective requirements for a quality product.
  • Engaged in project initiation activities such as developing the Project Charter, Project Scope and assisting the management in resource and budget estimation.
  • Created Business Requirements Document and converted them into System Requirement Specifications Document.
  • Implemented business modeling, data modeling, and object modeling using MS Visio to develop the business architecture for the application.
  • Analyzed Requirements and created Use Cases, Use Case Diagrams, Activity Diagrams using Enterprise Architect.
  • Worked with SIT team in development of System Test Cases.
  • Created Test Strategy, developed UAT Test Cases and execution of Test Cases.
  • Created meeting minutes and maintained action items for various WAM project meetings.
  • Worked with Project management team for vendor selection process.
  • Prepared Test Plans and executed Unit, Integration and User Acceptance Testing using Test Cases to ensure that the systems conformed to specifications of business requirements performance criteria.

Environment: Agile/SCRUM, Windows 8, IE, Oracle 11g, MS SharePoint Server 2010, JIRA, Enterprise Architect, Master Data Management, Microsoft SQL Server 2008, SQL Queries, MS Access, My SQL, SSRS, MS Office.

Business Systems Analyst

Confidential, River Woods, IL

Responsibilities:

  • Interacted with the stakeholders by interviewing them, by preparing questionnaire and getting feedback.
  • Communicated Project Requirements, Business Issues, Solutions and made recommendation.
  • Responsible for defining scope of the project, gathering business requirements, doing Gap Analysis and documenting them textually or within models.
  • Supported the assigned project manager with creating detailed project plans and assisting in developing, scheduling and tracking project timelines.
  • Identified KPI aligning with business rules.
  • Conducted JAD sessions to allow different stakeholders to communicate their perspectives with each other.
  • Used Rational Requisite Pro to prepare BRD, Use Cases, Process Flow Diagrams.
  • Created Use Case Models and Process Flow Diagrams using MS Visio.
  • Created Use Case Scenarios and documented workflow and business process.
  • Conducted functional walkthroughs and User Acceptance Testing.
  • Developed and managed project plans and schedules.
  • Managed resolution of project issues and conflicts.
  • Managed (UAT) sessions and processes to review user feedback.
  • Interviewed, investigated, and analyzed the current system.

Environment: RUP, Rational Requisite Pro, Rational Rose, UML, Test Director, UAT, SQL Server 2008, Window 7, MY SQL, MS Office, Microsoft Project Professional.

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