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Salesforce Business Analyst & Erp Consultant Resume

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San Antonio, TX


  • Around 8 + years of IT experience in Business Analysis, System Analysis, Design, Development, Testing, Administration and system integration.
  • Business analysis experience in business process modeling, creating prototypes and mock - ups of wireframes requirements gathering, conducting impact analysis, GAP analysis and SWOT analysis.
  • Experienced in CRM business processes like Forecasting, Campaign Management, Lead Management and Knowledge Management.
  • Functional Expertise in Sales Force Automation (SFA), Marketing Automation, Partner Relationship Management (PRM), and Case Management.
  • Created Custom Objects, Custom Fields, and Formula Fields, Field Dependencies, automated alerts and Email templates.
  • Familiarity wif Functional noledge in developing Apex Classes, Triggers and writing Workflows, approval process, validation rules and Auto response.
  • Provided direct support to SalesForce users during post-implementation issues.
  • Installed and configured Salesforce.com AppExchange Apps.
  • Generated custom Reports, Dashboards and analytical snapshot for management and various business unit personnel to provide detail information on key performance indicators (KPI).
  • Extensive noledge of SDLC Methodologies Rational Unified Process (RUP) methodology, Waterfall model, Agile Development Methodology (Scrum), Iterative Software Development Life Cycle (SDLC) releases and proven ability to grasp technical details.
  • Experience in Automation Testing (HP Quality Center) Performance testing (Load runner), Manual Testing and conducted User Acceptance Testing (UAT)
  • Created User Stories, Acceptance, and Story readiness criteria in Product backlog. Also generated test cases, test plan, test strategy while training end users for testing.
  • Worked wif Elicitation techniques like interviewing, questionnaires, brainstorming, focus groups, prototyping, cost/benefit analysis and risk analysis.
  • Reviewed test scenarios and test cases for UAT and regression testing to support pre and post implementation of applications and production issues along wif QA and other business groups, in addition to maintaining Test Matrix and Requirements Traceability Matrix (RTM).
  • Experience in conducting Joint Application Development (JAD) sessions wif Stakeholders, Clients and business partners.
  • Experience in documenting Business Requirements Documents (BRD), Functional Requirement Documents (FRD), Use case document, and propose changes as per internal and external requirements.
  • Developed Use Case diagrams, Swim lane diagrams and Activity flow diagrams using MS Visio which enabled business and developers to understand the system also created business process and activity flow.
  • Experience in As-is Migrations project, Application Standardization and Integration projects.
  • Work extensively in leveraging Agile environment (Scrum) methodology to improve SDLC and provide genuine competitive advantage to the client.
  • Experience primarily in Banking, Finance, Insurance (Property & Casualty), IRA annuities and Mailing industries.
  • Functional noledge of Policy servicing, Claims management systems, Billing, Collection & Accounting, Reinsurance and underwriting systems wif Insurance (P&C).


Business Analysis & Design: Requirement Analysis, Business Rules, Data Flow Impact assessment, BRD, SRS, Technical Spec, FRD, UAT, Test Scripts, UML, MS Visio, Rational Rose

Requirement Gathering Tools: Rational Requisite Pro., IBM Doors, Enterprise Architect

Change management: Rational Clear, Rational Clear Case, Quality Center

Methodologies: SDLC, Rational Unified Process(RUP), Waterfall, Agile, Scrum

CRM Tools: Salesforce CRM

SalesForce Technologies: Apex Class, Workflow, Validation, Approval Process, Trigger, Reports, Dashboards and Visual Force (Pages, Component & Controllers) Security Controls, Email Templates.

Testing tools: Jira, Load Runner, HP Quality Center

Packages: MS Office Suite (PowerPoint, Word, Excel, Access, Project and Outlook), SharePoint, MS Visio, Rational Rose; Rational Requisite Pro


Confidential, San Antonio, TX

Salesforce Business Analyst & ERP Consultant


  • Working wif business unit groups to document current work flow process and collaborated wif users in identifying, defining, and documented As-Is process, as directed by business needs.
  • Administrated and monitored the company’s Salesforce CRM application.
  • Created the workflows for automated lead routing, lead escalation and email alert.
  • Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security and configured their sharing settings.
  • Involved in gathering customer requirements from business user teams spread over the Sales, Marketing and Customer service.
  • Involved in creating gap analysis document, clearly identifying the data, business process and work flows of the organization wif respect to salesforce implementation.
  • Developed and Customizing salesforce application based on the user needs.
  • Developed field & page layout customization for the standard objects like Account, contact, Leads.
  • Maintained and gave permissions to communication templates based on profiles.
  • Performed Data Analysis and migrated data from SQL Server database to Salesforce.
  • Involved in Accounts Merging, maintaining Public Groups.
  • Created Reports and Dashboards as per the customer requirements.
  • Worked on Record Types, Validation Rules, Triggers and Page Layouts.
  • Worked wif senior team members to analyze of each product and its competitor, to integrate new product, and optimize existing products.
  • Imported accounts and contacts data through Import Wizard.
  • Worked on data migration from databases to SFDC using Data Loader.
  • Build the organization's role hierarchy by adding the Roles as per the organization structure and created custom profiles to satisfy the organization's hierarchy.
  • Performing the Risk Analysis and Cost Assessment for the Project implementation.
  • Created Workflow Rules, Page Layouts, Approval Process, Tasks, Email Alerts, Field Updates and Outbound Messages to manage the Workflow & Approvals.
  • Worked on various salesforce standard objects like Accounts, Contacts, Leads, Campaigns, Opportunities, Quotes, Activities, Dashboards and Reports.
  • Created new custom objects, assigned fields, custom tabs, components, custom reports.
  • Created custom Reports based on business need and associated them to Dashboard.
  • Customizing Company Profile, Security Controls and Communication
  • Templates of the organization as per the organization requirements.
  • Provided walk through of applications to the CQA (centralized quality assurance) and PRA (Production readiness assurance) team members

Environment: Salesforce.com platform, Apex Script, Visual Force Pages, Controllers, CSS, Workflow & Approvals, List Views, Email Templates, Custom Objects, Custom Tabs, Page Layouts, Email Services, HTML, Java Script, Reports, Dashboards and Informatica.

Confidential, Berlin, CT

Business Analyst


  • Conduct sessions wif SME (one-to-one, questionnaires, focus groups) to gather requirements of “as-is” and to capture the proposed “to-be” scenarios.
  • Conducted workshops and focus group sessions wif SME of operational teams namely - Program Management, Testing, Sample Handling, Shipping & Receiving, Warehouse Department, Reporting, and Publishing groups.
  • Prepare and manage project timeline using MS-Project; Allocate resources to meet deadlines and to offer process document and work flow diagram to business for review.
  • Produce professional quality project artifacts including but not limited to business requirement documents, but also requirement plans, models (e.g. data, event, context, and process), traceability matrix, use cases, issue logs and other documents as needed.
  • Initiate, engage and employ relationship-building skills in order to successfully design and implement business processes best suited for the field in upcoming releases.
  • Extract stored procedures for pricing plans and convert them into business language for application by billers on day to day basis.
  • Responsible for content management using SharePoint to alleviate project’s features
  • Provide "value-adding" insights in the form of analysis, interpretation, and advice. Liaise wif Business stakeholders to conduct effective discussions on project requirements, data specifications, priority, and timeline to ensure timely and accurate deliveries.
  • Assess existing systems and business processes and collected the business requirement. Understood As-Is business by reading existing documents.
  • Met and interviewed business owners, Subject Matter Experts to gather business rules, functional requirements, and non-functional requirements.
  • Used SharePoint to organize all project related documents.
  • Assist developers to understand Business Requirements and design for Graphical User Interface (GUI), Customer Database, and Digitalize Transactions.
  • Explore all aspects of the current systems and interfaces, noledge of Accounting principals & concepts, In-depth understanding of standard financial pricing reports, analyze& track inventory costs, stocks& pricing to ensure accuracy. Monitored costing variance, prices accounts to verify the accuracy of purchase order prices and invoice prices. Identified the business risks associated wif the new system and formulated a Mitigation Plan to reduce the effect of critical risk factors.
  • Communicate and interact on a regular basis wif the Project Manager and Development Team during different stages of the product life cycle. Support the Finance end-user community by providing research, analysis and problem resolution to team members

Environment: SQL, .Net, SharePoint, Microsoft Office Suite, OmniGraffle Pro (for screen flows), Axure RP Pro (for prototypes)

Confidential, Minneapolis, MN

Business Analyst


  • Gatheird user and business requirements through open-ended discussions, brainstorming sessions, role-playing, and prototyping.
  • Documented the user requirements, analyzed and prioritized them and converted them as system requirements.
  • Developed system requirements specifications encompassing Functional and Non-Functional requirements.
  • Involved in project development using Agile: An iterative incremental process of software lifecycle.
  • Created and prioritized user stories. Sorted user stories into releases and set schedules for the iterations.
  • Assisted Scrum Master in daily Scrum meetings to aid and track product development for the user stories in current or in upcoming iteration along wif cross-functional team.
  • Facilitated JAD sessions wif Management, Subject Matter Expert, Development team, users and other stakeholders to refine functional requirements.
  • Performed User Acceptance Testing (UAT), tracked and managed defects via Quality Center and ensured full signoff from users following the successful completion of the UAT.
  • Scheduled meetings wif developers, system analysts, and testers to collaborate on resource allocation and project completion, enhancement list and release version documents.
  • Created Mock-up forms for better visualization and understanding of the software solution.
  • Authored progress and completion reports which were tan submitted to project management on a weekly basis in MS project.
  • Developed strategies wif Quality Assurance group to implement Test Cases in Test manager for User Acceptance Testing.

Environment: Net, Visual Studio.Net, Java, MS Project, UML, Agile, Scrum, MS Excel, SQL Server, WindowsMS Visio, HP Quality Center.

Confidential, Mayfield, OH

Business Analyst


  • Extracted the business requirements from the end users keeping in mind their need for the application, and documented it for the developers.
  • Involved in Documenting/Executing business test cases and conducted User Acceptance Testing in the presence of developers, development managers, and the SME’s.
  • Attended high level system objective meetings and updated diagrams using MS Visio.
  • Identified system integration requirements, coordinated the collection and verification of business needs, and developed use case models for the functional requirements using RUP methodology.
  • Developed Traceability Matrix using Requisite Pro.
  • Documented functional requirements specifications for guide wire application.
  • Created test plans, test cases according to the BRD, Technical Spec for different Line of Business.
  • Ability to be an effective team player to work in conjunction wif other testers, BAs, developers and other team members
  • Expertise in Analyzing Business specifications, designing and developing strategic Test plans, Test Cases, Test Scenarios, Test Reports for both manual and automated tests
  • Executed SQL queries to verify the system functionality and provided the users wif the needed data and information during operational phase
  • Involved in Preparing the Defects Reports and prepared the final reports and Test summary reports.
  • Status reporting for test execution, defect resolution, productivity and bug statistics.

Environment: Windows Server 2008, Oracle, .Net, Rational Requisite Pro, Rational Rose, Rational Unified Process (RUP), SharePoint, Rational Clear Quest, MS Visio, Microsoft Project 2007,QTP, Guide Wire, Policy Center, MS Office 2007.


Business Analyst


  • Involved in preparing Project Charter.
  • Involved in gathering business requirements from stakeholders and collaborated on creation of Business Requirements Document.
  • Worked closely wif SME’s to provide functional specifications for RIP Evolution.
  • Gatheird the requirements related to Profiles & Loyalty and Search functionalities for enhanced RIP.
  • Prepared mock-up screens for new User Interface (UI) in RIP.
  • Participated in extensive Stakeholder reviews for Functional Specification Document (FSD) approval
  • Interacted wif the developers to identify and document possible impacts to the enhanced RIP system
  • Prepared workflow diagrams for enhanced RIP System.
  • Prepared interfaces, Use Cases, ERD, Activity Diagrams, and Sequence Diagrams.
  • Worked wif testing team to create test plan.
  • Created test cases in Quality Center.
  • Developed Requirements Traceability Matrix.
  • Interacted wif developers and testing team to discuss requirements, test planning and defect tracking.
  • Facilitated and participated in various architectural development sessions, JAD sessions for better understanding, refining of requirements using waterfall methodology.

Environment: Oracle, Waterfall, Rational Requisite Pro, MS Visio, MS Office Suite, HP Quality Center.

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