SUMMARY:

• Several years of defining and implementing Enterprise Architecture and Integration Strategy
• End - to-end experience in Configure - Quote - Order - Delivery - Billing - AR-Contracts, Asset Management and Renewals - Procure to Pay, Design to Manufacture
• Integration across heterogeneous landscape including Salesforce based CPQ systems (Apttus, Confidential and ModelN) and SAP using middleware such as Informatica, Webmethods, Webservices
• Hands-on configuration on all projects with ability to lead discovery, design and be an individual contributor
• Comprehensive understanding of financial concepts and ability to interact with stakeholders at all level

EXPERIENCE:

Solution Architect

Confidential, Los Angeles, CA

Responsibilities:

• Pre - Sales, Discovery, Kickoff and Requirement Gathering
• End to End MVP/POC covering Opportunity->Quote->Contract->Amendments->Renewals
• Design and use Price Rule, Product Rules
• Locations based segmentation, Guided selling
• Advanced Approvals
• Contract pricing and Product Selection
• Subscription items, migrating legacy contracts to CPQ Contracts and Subscription Line items
• POC for Subscribed Assets
• Co-Terming an existing contract with a new opportunity
• Output templates, Integration to Docusign, Integration to Intacct
• Docusign configuration and integration with Salesforce

Confidential, Louiville, KY

Responsibilities:

• Understand and outline requirement with respect to pricing and discounts
• Design the custom pricing table and the associated solution
• Design, implement and test Price Rules
• Design and implement Margin and Deal Score calculation (Red/Yellow/Green)
• Upload list pricing data to pricing records
• Outline the end - to-end integrated scenario with SAP which is their backend system
• Configure Quote Line Edit fields sets to place the Deal Score at a line item level

Confidential, Durham, NC

Solution Architect

Responsibilities:

• Lightning Record Layout, Lightning Quick Actions, PathMultiple record types for the Agreement Object with custom cloning and interaction with XAE apps
• Business Requirements Gathering, Design Document, Demo.
• JIRA updates, SCRUM Meetings, Cross - functional Collaboration
• CRM Content, Configuring Apttus CLM to Content integration
• Apttus Advanced Workflow/Intelligent Workflow Approvals
• Change Management, User Stories, Custom walkthroughs

Confidential, Omaha, NE

Solution Architect

Responsibilities:

• Full life cycle agile implementation of Confidential for a Global Rollout for software and services
• Translated CPQ business requirements to solution that was implemented
• Multi Currency, Multi Country, Multi Location, Design document for triggers and pricing callback
• Configured Catalogs, Related Price Lists, Config Settings, Workflow, Approval Processes
• Troubleshooting via Developer Console, Price Ruleset s, Pricing Matrixes, Pricing Strategy
• Update and Testing of Advanced Approvals/Intelligent Workflow Approvals, Asset Based Ordering

Confidential

Solution Architect

Responsibilities:

• Translated CPQ business requirements to solution that was implemented
• Upto 50 configuration models built with deep understanding of Sales business processes
• Used JIRA to manage the project and track progress
• Integrated ModelN s Revvy with SAP ECC using Webmethods as the middleware
• SAP integration included passing of characteristics from Revvy to SAP s Variant Configurator
• Work closely with the functional teams & client resources to ensure the system meets requirements

Confidential, Redwood City, CA

Solution Architect

• Reduces the overall budget/spending from the Customer
• Reduces the implementation time
• Leverages SOAP/REST and JSON
• Setting up Catalog Hierarchy, Pricelists, Price Dimension, Price Rules, Quote/Proposals, Testing
• Requirements gathering sessions and writing requirements documents
• Managing the execution of test plans and ensuring a quality solution is delivered,
• X-Author template development and testing
• Setting up price matrices via dimensions for specific items
• Work with Offshore teams, Perform hands-on solution design, solution architectures, architecture roadmaps, prototyping, proof-of-concept, demonstrations
• End-to-End process flow from Opportunity to Quote/Proposal to Orders
• Salesforce customization with new fields, workflows, approval processes

Confidential, New York, NY

Solution Architect

Responsibilities:

• Manage and monitor delivery of X-Author for Excel implementation project
• Use the existing Excel Workbook as a frontend to Salesforce
• Created a detailed Requirement Document and Design to launch Excel from Salesforce
• Prototype allows client to work in their existing Excel Workbook with the data automatically being updated in Salesforce and hence Salesforce being the system of record