Business Analyst / Salesforce Admin Resume
OH
SUMMARY:
- IT Analyst with 8 years plus experience in all phases of the Software Development Life Cycle (SDLC) and methodologies including Waterfall and Agile.
- Experience in Conducting JAD Sessions, focus groups, interviews and other brainstorming meetings with Stakeholders in various location facilitate gathering, managing and documenting of business requirements.
- Evaluating the risk assessment and taking the steps to minimize the risk with the help of SME, users and stakeholders.
- Worked closely with the Project Manager and Salesforce Architects to bring the best use cases for development and deployments.
- Proficient in creating Business Requirements Document (BRD), Functional Specifications Document (FSD) and Systems Requirements Specifications (SRS).
- Strong understanding in drawing business process flows and UML diagrams like use case, sequence using MS Visio and Rational Rose.
- Ability to prioritize change request, meet client expectations and ensure that projects are delivered meeting Triple - Constraints (Time, Scope, Resources).
- Expertise in facilitating User Acceptance Testing (UAT) and writing effective Use Cases, Test Cases, Test Plans.
- Experience facilitating meetings amongst both onshore as well as offshore team members.
- Highly motivated, excellent team player, enthusiastic, strong initiative and quick learner of new technologies.
- Strong interpersonal and communication skills in dealing with team, client and customers.
EXPERIENCE:
Confidential
Business Analyst / Salesforce Admin
Roles and Responsibilities-
- Assisted in the development and deployment of Single org’s first customer community project deals with salesforce implementation of collaborating all the verticals under one org/roof.
- It has many modules such as Accounts, Contacts. Leads, Communities and existing partner portals which primarily deals with the Accounts of the bank.
- This project uses AGILE methodology and has followed weekly Production release for each sprint.
- SunTrust is a diversified bank that offers broad array of financial products and services to consumers, small business and commercial clients. A Fortune 500 company, SunTrust has one of the most widely recognized brands in America. Financial Corporation is a bank holding company specializing in credit cards, home loans, auto loans, banking and savings products headquartered in Atlanta.
- Made mapping diagrams
- Move the complete marketing automation to salesforce CRM.
- Manage all the new product campaigns and sales in a single dashboard.
- Worked closely with the marketing team for successfully implementing email campaigns via web to lead and email to lead strategies.
- Partners with business leaders on research, design, build, configuration and operation of niche platforms (e.g. Financial Systems, Risk Systems, Sales Tracking Systems).
- Created Business Requirements Gathering sessions in the form of questionnaires and business scenarios with the end users, subject matter experts (SME) and the developers. Gathered user and business requirements through interviews, surveys and prototyping.
- Created Use Case Diagrams, Data Flow Diagrams, Activity Diagrams and Sequence Diagrams in MS Visio used wire frame
- Conducted JAD sessions with management, SME, vendors, users and other stakeholders for open and pending issues. Implemented SOA concepts (search-oriented architecture) for the application and implemented search engine-based techniques.
- Helped prepare Logical Data Models that contains set of diagrams and supporting documents containing the essential business elements, detailed definitions, and descriptions of the relationships between the data elements to analyze and document business data requirements. I worked with SME and scrum master very closely
- Created documents of the use cases and created the use case, activity, logical, component and deployment diagrams using MS Visio and Rational Rose to communicate clearly with the development teams.
- To better define the rationale for the new process compiled Vision and Scope documents. Prepared reports for process improvements and trend analysis
- Responsible for Risk Analysis to detect the risks associated with the development of the new system. Additionally, formulated a Mitigation Plan to remove or reduce risks of high severity and one that would have major financial impacts.
- Regular discussions with developers to make them understand the use cases and function requirements of the client. Excellent Ecommerce applications / websites experience.
- Worked with QA team in identifying test cases/test data and lead the business team for UAT.
- Implemented SFDC web-to-lead functionality into the corporate site to make lead management simple and efficient.
- Implemented and maintained Cases Management in Salesforce Service Cloud.
- During every new platform release from Salesforce.com, discussing the new release features with teammates and BA team to effectively improve the features on current environment.
- Defined Master-Detail and Lookup relationships on the objects and created junction objects to establish connectivity among objects.
- Wrote User Stories based on the requirements gathered from all the stake holders.
- Signed off progress and completion report which were then submitted to project management on a weekly basis.
Confidential, OH (remote)
Business System Analyst Salesforce Administrator/Developer(Contract)
- Performed the roles of Salesforce.com Administrator / Implementer in the organization.
- Closely worked with SalesForce.com consultants while implementing the solutions for the requirements.
- Worked on various salesforce.com standard objects and custom objects.
- Designed, Implemented and deployed the Custom objects, Page layouts, Custom tabs, Components, and S Controls to suit to the needs of the application.
- Customized tabs among different business user groups and business centers.
- Created various Profiles, established object and field level security, configured the permissions based on the organizational hierarchy requirements
- Implemented escalation rules, automatic case generation and their escalation to call center representative, and generated email alerts for quick issue resolution.
- Customized the Dashboards to track usage for productivity and performance of business centers and their sales teams.
- Interact with various business team members to gather the requirements and document the requirements.
- ITIL based Configuration Management Process design and development for a service provider and client. This process includes Closed Loop Change Management ensuring that all changes to in scope items are validated in both the environment and the database.
- Developed various custom objects like field scheduling event, procedures and recurrence. Experience in developing Salesforce application
- Worked with business analyst to develop project implementation and develop plans including user interfaces.
- Implemented and maintained Salesforce Service Cloud and Sales Cloud. Built custom solutions with Apex and Visual force, which support most critical processes and workflows.
- Created Pricing rules, constraint rules for types of products. Deploying applications from Sandbox to Production using Change Sets.
- Tracked the status of requirements throughout the project lifecycle and redefining them as necessary.
- Implemented platform security based on the Organization security, Session security and Network-based security (Using IP address)
- Using Apex Data Loader mapped data sources and loaded data into Call Center application
- Worked on Writing and Reviewing QA test scripts for UAT with end-users and UAT signoff
- Used agile methodology of development for all the project requirements given by the BA Team. Also have regular scrum meeting between BA and Developer team to discuss issues and goals fulfilled.
- Configured the Analytic Snapshots to dump the data on regular basis for the sales performance and lead generation statistics.
- Maintained user roles, security, profiles, and workflow rules wherever necessary.
- Created complex workflow rules criteria for field updates and email alerts.
- Deployed Apex using Force.com IDE, Force.com Migration Tool and Web Services API.
- Worked with Dynamic Apex to access S-Objects and field describe information, execute dynamic SOQL, SOSL and DML queries.
- Create various reports to assist managers to better utilize salesforce as a sales tool and configure various reports for different user profiles based on the needs of the organization.
- Conduct GAP analysis and enhance business process by integration.
Environment: Salesforce.com Platform, Apex Language, Data Loader, HTML, Java Script, SQL, Workflow& Approvals, Reports, Custom ObjectsCustom Tabs, Custom Views, Sandbox data loading, Eclipse IDE Plug-in Web Services, WSDL, SOQL & SOSL, Eclipse IDE Plug-in.
Confidential - Englewood, CO
Business Analyst/Salesforce administrator/Developer Remote Part-time
- Developed Custom Objects, Custom reports and configured Analytical Snapshots to analyze the data into on a regular basis for sales performance and lead generation statics.
- Worked closely with sales team and other business analysts and performed detailed analysis of business and technical requirements and design the solution by customizing various standard objects of saleforce.com.
- Designed and deployed the custom objects, custom tabs, entity relationship data model, validation rules, work flow rules, page layouts, visual force pages to suit the needs of the applications.
- Used user stories approach for describing the requirements using the user story template.
- Responsible for creation of users, roles, profiles and defined object and field level securities involved in data mapping and migration of data from legacy systems to Salesforce.com objects and fields.
- Defined lookup and master-detail relationships on the objects and created junction objects to establish connectivity among objects.
- Performed Administration tasks like User Management, Data Management, Creating and Managing roles and profiles.
- Developed and configured various reports and report folders for different user profiles based on the needs of the organization.
- Customized page layouts depending upon user roles and groups.
- Migrated data from EXCEL/CSV files to SFDC using data loader.
- SFDC out of the box functionality creating Users, Profiles, Roles, Page layouts and Security.
- Bulk import of lead files using import wizard and Data loader. Built custom sharing rules and role hierarchies.
- Experienced in handling ticketing system (Incidents, Requests and on Call support) in HP Service Management and Jira tools.
- Worked with Production support team and performed bug fixes.
- Experience across marketing domains including email studio, mobile studio (SMS, MMS, Push), journey builder. Knowledge of email marketing,
- Created standard controllers and triggers. Added error handling functions to existing code to make it more robust and to make it easily expandable to handle future requirements.
- Based on the business requirements, created multiple custom objects and fields (created lookup fields to maintain relationship between objects).
ENVIRONMENT: Saleforce.com platform, Apex classes & triggers, SOSL, SOQL, Sales Cloud, Data Integration, Workbench, Workflow & Approvals, Custom Objects, Security
Controls, Eclipse IDE Plug-in, MDM.
Confidential, Monterey Park, CA
Business System Analyst (Contract)
- Applied business and technical knowledge in determining end-to-end design requirements for projects involving line of business.
- Worked closely with business partners to determine requirements and developed functional designs based on the analysis of line of business needs, objectives and existing systems infrastructure.
- Worked closely with developers and testers to ensure requirements and functional designs were translated accurately into working technical designs and that test plans / scripts served customer needs.
- Conducted a SME role in his absence and as we were a small team.
- Performed tests and worked on remediation of issues used Jira.
- Identified, gathered and formalized functional and nonfunctional requirements.
- Wrote varying degrees of requirements from scratch and in some cases as needed
Confidential, Sunnyvale, CA
Business System Analyst (Contract)
- Gathered requirements of the work flow of all departments by conducting requirement gathering sessions and JAD sessions.
- High level functional requirement gathering involved in high level design development and was a part of reviewing the design document.
- Full Life Cycle Software Development (SDLC).
- Designed Business and Software Requirement Specifications.
- Conducted feasibility studies and Impact Analysis, Cost / Benefit analysis and Risk analysis, base lining acceptance criteria.
- In Depth understanding of the AS-IS and TO-BE business processes and experience in converting these requirements into technical specifications for preparing test plans.
- Worked extensively with data modeling tools to identify key elements and table structures and aid database design. Worked with Microsoft access.
- Facilitated (UAT) with the stakeholders and the business users for a ecommerce web portal
- Involved in formal review meetings with project teams and developers to report, demonstrated, prioritized and suggested resolution of issues discovered during testing.
- Evaluated business opportunities, Proposal development, project estimations.
- Collecting and tracking information about clients including contact data, pipelines.
Confidential, Nashville, TN (Remote)
Business Analyst (Contract)
- Project: CMS Remediation. The Center for Medicare and Medicaid Services (CMS) audited Cigna Health Spring that provided business process data validation, each tie out to its source application. Assigned to many web applications under HealthSpring account for different health insurance plans that were intended to audit Medicaid case management for various service areas in the Texas market. The audit was conducted to track and report system activity, generating date and time stamps for entries, mandatory fields in the app, detailed listings of what was viewed, for how long and by whom and logs of all the health assessments of the customers using the applications.
- Conducted detailed and comprehensive Business Analysis by working with end users and other stake holders to identify the system, operational requirements and proposed enhancements.
- Analyzed and discussed the business and functional requirements for the application under construction with new fields, enhancements and modifications made.
- Created High Level Test Scenarios, Test Cases and Test Scripts for test execution as described in BRD (Business Requirements Document) and FRD (Functional Requirements Document) in compliance to HIPAA.
- Facilitated Joint Application Development (JAD) sessions with all IT group members for communicating and managing expectations and to discuss various means for integrations with current system using an adoption through execution strategy.
- Conducted Gap Analysis on the AS-IS and TO-BE business processes and technology; identified potential pitfalls, risks, and issues.
- Identified all necessary Business and system Use Cases from requirements, created UML diagrams including Use Case Diagrams, Activity Diagrams and Sequence diagrams using Microsoft Visio.
- In collaboration with the testing team, performed automated testing using Test Execute 12 on the application after modification, checked for the fields that were mandatory as per remediation guidelines that also used Jira for bug tracking.
- Provided SDLC Methodology for developing the applications that were used by the field executives to completely rely on automate payments posting for Medicare, Medicaid and commercial payers by using electronic payments or by phone.
- Documented, clarified and communicated requests for change requests with the requestor and coordinated with the development and testing team.
- Prepared Release Documentation for delivery to the client i.e. a report for moving a script from test to production environment.
Environment: MS Office (MS Word, MS Excel, MS PowerPoint, MS Visio), NET, TFS, Daptiv, SharePoint, Oracle, Toad, SQL, SWOT analysis, GAP Analysis.
Confidential, Madison, WI
Business Analyst (Contract)
- Project: Retire the heritage Underwriting System and create a new Underwriting System for rating Property and Casualty policies. The entire Underwriting System was built on a .NET Framework. The system was designed for both domestic as well as foreign currency policies. Functioning in a liaison capacity, used business planning expertise to analyze and translate business requirements into system deployments and or/business process changes. Used analytical skills and methods for communicating business cases, data workflows supporting business process.
- Experienced in facilitating joint application development (JAD), rapid application development (RAD)
- Highly seasoned in interviewing key business users and geographically dispersed stakeholders on requirements.
- Superior proficiency to extract, analyze and understand business requirements, gap analysis better goals and existing business processes.
- Proficient in creating sequence diagrams, collaboration diagrams, activity and class diagrams.
- Exceptional problem solving and sound decision-making capabilities along with the ability to resolve difficult situations.
Confidential, Palo Alto, CA
Business System Analyst (Contract)
- Project: Make enhancements for the internet banking system and applications. The scope of the project was to develop and re-engineer an existing online banking web application that would support real-time Internet banking and brokerage transactions and streamline business processes. Team served as the main liaison between multiple end clients that needed deeper understandings of their requests.
- Incorporated Agile methodology and Scrum techniques to manage requirements and enhanced the evolving ecommerce and mobile applications.
- Involved with all aspects of application software deployment from initial preparation to post deployment support.
- Performed GAP Analysis.
- Led sprint-planning, provided high level estimates, prioritized user stories and defects for the sprint, maintained backlogs and release plans.
- Helped in creating workflows using formal notation such as the business process modeling and notation (BPMN).
- Carried out analysis of data flow using Business Process Modeling Notation (BPMN) and followed the events of sending / receiving a message and the associated data flow in the business environment.
- Developed graphic representations of business processes to define any changes.
- Designed various business scenario and activities of business from conceptual to procedural level.
- Worked extensively with Subject Matter Experts (SME's) in understanding, extracting the User and Business Requirements pertaining to clients and wrote functional specification documents and non-functional documents.
- Authored and verified Business Requirement Document (BRD) with project teams.
- Conducted JAD Sessions aimed at transferring knowledge pertaining to Team management site creation.
Environment: / Technology: Windows XP, MS-SQL Server, UML, Waterfall Model, Agile Technology and hybrid between the two, Version One, HTML, MS Project, MS Visio, MS Office (MS Word, MS Excel, MS Power Point), Jira.
Confidential, CT
Reporting Data Analyst (Contract)
- Provided efficient technical support during and after implementation for EDI configuration.
- Resolved EDI issues relating to requirements for processing of incoming and outgoing transactions.
- Ensured successful automated establishment / shipping of retail and wholesale Internet orders in the system.
- Designed Excel and Tableau dashboards for higher management reports and other data visualization reports as per needs of the user.
- Data Analysis using Tableau software to analyze financial data.
- Reconciled accuracy of data in the system.
- Worked on SQL queries in Microsoft Access based on management’s requirements / expectations and ensured timely project delivery for small to medium database projects and assignments.
- Environment: Excel, Microsoft Access, Query Analyzer, SQL Server, PL / SQL, Oracle, UNIX, Windows.
