I help clients implement CRM software effectively. I have 20 years of experience with Siebel and Salesforce implementations. I have experience with real - time and batch data integrations to legacy systems, GUI development, business analysis, technical design and numerous optional modules. I have worked with Sales, Marketing, Service, and Call Center functionality within CRM implementations. I have experience with both Waterfall and Agile methodologies.
SKILLS AND TOOLS:
Salesforce Development: Apex, DML, SOQL, Lightning Components, Visualforce, Process Builder, Cloud Flow, Mulesoft data integrations, and Salesforce Administration
Siebel Development: Siebel Tools, Siebel VB, Siebel eScript, Open UI, BI Publisher Reports, Assignment Manager, Proposal Generator, and Email Generation
Siebel Data Integration: Informatica, Siebel Confidential, Siebel EAI, Web Services, MQ Series Integration, Virtual Business Components, Workflow Processes, and Custom Business Services
- Designed a Confidential App for planning and tracking group vacations.
- Designed and developed Process Builder and Apex Trigger automation to simplify data entry.
- Designed and developed multiple Cloud Flows to automate common processes.
- Designed and developed a custom Expense tracking and reconciliation process with reporting.
Siebel Design Lead
- Responsible for multiple, simultaneous Dev and QA teams throughout more than 50 full project lifecycles.
- Designed, built and tested custom reporting engine for querying data and writing to an Excel spreadsheet.
- Designed custom dashboard for monitoring workflow automation.
- Designed thousands of enhancements to existing custom views, business services, workflows and web services.
- Designed, built, and tested Insurance Verification process and Pharmacy Order process including data validation using custom Business Services, custom Workflow Processes, and custom eScript.
- Designed, built, and tested nightly Confidential data load of Performance Metric statistics.
- Designed, built, and tested multiple Siebel Views and related subcomponents including custom eScript based validation.
- Designed, built, and tested Coverage Model system that allows users to communicate efficiently and easily share their workload.
- Designed, built, tested and supported 40 incremental Siebel 6.3 to Siebel 7.7 Confidential jobs using Informatica.
- Designed, built and tested Call Queue Management (CTI based Call Center), Deal Validation, Order Validation and Order Processing services using Siebel eScript and Siebel VB Custom Business Services.
- Designed, built and tested Workflow Groups, Policies, Actions, and Processes for writing Audit Trail records for updates from Confidential .
- Designed, built, tested and upgraded (from Siebel 6.3 to Siebel 7.7) several views and screens including underlying Siebel eScript and Siebel VB to validate data.
- Designed, built and tested custom Contract generation system using custom Siebel views, Virtual Business Components and custom Proposals via Proposal Generator.
- Designed, built and tested 45 MQ Series interfaces from Siebel to external systems.
- Designed, built and tested a real-time, two-way interface to Dun and Bradstreet using the D&B Integration Toolkit and custom Siebel eScript Business Services.
- Designed, built and tested Account Number, Credit Card Number, Credit Card Magnetic Stripe, Credit Scoring and Driver Id Algorithms using custom Siebel eScript Business Services.
- Designed, built, tested and upgraded (from Siebel 6 to Siebel 7.5) several views and screens including underlying Siebel eScript to validate data.
- Designed, built and tested interface to import Inquiries from a website to Siebel database.
- Modified existing reports and designed, built and tested new reports in Excel and Actuate.
- Designed, built and tested a number of new views and screens including underlying Siebel VB to automate new process changes.
- Designed, built and tested real-time inbound and outbound MQ-Series interface to customer processing and equipment processing legacy systems using Workflow and EAI.
- Designed, built and tested Equipment Profitability model and interfaced it real-time from an Excel file to Siebel.
- Designed, built and tested automatic proposal creation using Proposal Generator and embedded Actuate reports.
- Designed, built and tested three nightly Confidential batch interfaces to legacy systems.