Salesforce Technical Business Analyst Resume
NY
SUMMARY
- Senior Technical Business Analyst with 8+ years of professional IT experience in areas of CRM Salesforce Business Analysis, Design documentation, Business Process modeling, UAT.
- Techno - Functional experience with Salesforce Sales cloud and Marketing cloud as system administrator and guiding clients on CRM solution for sales, marketing and services teams.
- Experience with IBM Sterling CPQ Cloud Service for Salesforce.com to configure, price, quote, and create proposals immediately, and streamline renewals.
- Worked with Data loader for loading the attachments into salesforce.com, related to objects like Accounts, Contacts, Opportunities, and Activities.
- Skilled in gathering user requirements, Elicitation, Project planning, scheduling, controlling, performing GAP analysis and translating them into structured data, functional and usability requirements.
- Involved in Process flow documentation, Business requirements mapping, Defining, Documenting Deliverables and mentoring development teams.
- Proficiency in SFDC tasks like Creating Profiles, Roles, Users, Page Layouts, Email Services, Validation rules, Approvals, Workflows, Reports, Dashboards, Tasks and actions.
- Lead/ Account Management, Custom Reporting, Dashboards. Excellent Problem Solving Skills. Coordinating in production of a wide range of marketing communications. Lead Conversion process, email-to-case, web-to-lead implementations
- Used MS-Visio for process modeling, Use case Diagrams, business process flow diagrams.
- As a Solution Designer have experience in overall design and application mapping the Business requirement, and work flow rules.
- Experience with complete Software Development Lifecycle (SDLC) Waterfall and Agile scrum.
- Experience with Multiple task assignments and understand the functional and technical requirements with creating the documents lie training, communication, and release notes.
- Worked extensively on various Salesforce.com standard objects like Accounts, Contacts, opportunities, Products, Price books, Contracts, Cases, Leads, Campaigns, Reports and Dashboards.
- Created new user accounts and configure Salesforce.com to fit security needs at the user and organization levels.
- Experience with Object Oriented Analysis and Design (OOAD) using UML, Rational Unified Process (RUP), Agile Scrum, Rational Rose, Requisite Pro and Rational Clear Case.
- Worked extensively on user Requirements gathering, gap analysis, and development of functional specifications, User Stories and Change Management.
- Have Extensive Technical writing experience in areas of Client Server & Web development including Skills of Creating, Editing and developing Business process documentation.
- Participate in regional Implementation meetings. Plan and execute all information systems on various platforms. Coordinate with internal deployment team to maintain all the necessary platforms prior to implementation.
- Coordinate with implementation manager and monitor all phases of projects and maintain all project objectives within required timeframe.
- Make the process of change as easy as possible, minimizing complications. Training employees, holding seminars and providing employees with assistance during the initial stages. Solving problems as they arise. Continuously monitor the progress of an implementation program.
TECHNICAL SKILLS
Operating Systems: IBM OS/390, MVS/ESA, WINDOWS
Databases: DB2 SQL, MYSQL
Defect Tracking Tools: Rational Clear Quest, Quality Center, Test Link, Track Tool
Middleware: Windows
Methodologies: Waterfall Model, Agile Model, Scrum Methodologies, V - Model
Tools: MS Office, MS Word, Excel, PowerPoint, and MS Project, MS Visio, SharePoint 2007, Lotus Notes, Windows XP
Force.com: Dashboards, Reports, Analytic Snapshots, Custom Objects Force.com Eclipse IDE Plug-in, APEX Data Loader, Accounts Contacts, Campaigns, Leads, Opportunities, Contracts, CasesSolutions, Queues, Quotes, servicemax Tools
PROFESSIONAL EXPERIENCE
Confidential, NY
Salesforce Technical Business Analyst
Responsibilities:
- Involved in Process flow documentation, Business requirements mapping, Defining, Documenting Deliverables by using Salesforce CRM cloud.
- Worked extensively on user Requirements gathering, gap analysis, and development of functional specifications, User Stories and Change Management.
- Working with APEX developers and Salesforce admins, Describing profile and data visibility requirement, Setting up workflow rules and validations, Setting up reports and dashboards
- Creating mockups/wireframes and getting HTML design ready before Sprint start. Understanding and fixing issues in Salesforce Creating Business Process and implementing workflows in Salesforce.
- Coordinate with implementation manager and monitor all phases of projects and maintain all project objectives within required timeframe. Coordinate with internal deployment team to maintain all the necessary platforms prior to implementation.
- Participate in process flow analysis and process redesign with Engagement Manager
- Coordinating with stakeholders. Analyzing requests for new feature or change request by operations teams. Coordinate timelines during development process.
- Presented and conducted functional requirement reviews; walkthroughs with the designers, developers, and stakeholders. Identified Use Cases from Business Requirements and created UML diagrams like use case diagram and activity diagram using MS-Visio for various stakeholders.
- Integration of IBM Sterling CPQ Cloud Service for Sales teams and produce 100% error free sales proposals.
- Participated in preparing business cases and intuitive configure Deal Registration, Deal Validation, Deal Routing and Opportunity Management
- Authoring systems requirement specification (SRS), creating use cases and managing data dictionary. Analyzing requirements. Finalize the deliverable and timelines
- Conducted JAD sessions with Subject Matter Experts to obtain domain level information. Involved in converting the User requirements into business requirements, functional requirements and technical requirements.
- Presented and conducted functional requirement reviews; walkthroughs with the designers, developers, and stakeholders.
- Identified Use Cases from Business Requirements and created UML diagrams like use case diagram and activity diagram using MS-Visio for various stakeholders.
- Involved with the quality assurance team to develop & design test plan and test cases. Tested the final application for usability testing to verify whether all the user requirements were catered to, by the application.
Confidential, Weston, FL
Salesforce Business Analyst
Responsibilities:
- Prioritization of Requirements Setting up workflow rules and validations, Setting up reports and dashboards on Partner portal CRM
- Coordinate with implementation manager and monitor all phases of projects and maintain all project objectives within required timeframe. Coordinate with internal deployment team to maintain all the necessary platforms prior to implementation.
- Participate in process flow analysis and process redesign with Engagement Manager
- Coordinating with stakeholders. Analyzing requests for new feature or change request by operations teams. Coordinate timelines during development process.
- Integration of Oracle Big Machines Express CPQ Cloud Service for Sales teams and produce 100% error free sales proposals.
- Participated in preparing business cases and intuitive configure, price, quote, and renew solutions.
- Intelligent way to select the right products and price them accurately, create Proposals immediately, and streamline renewals.
- Creating standard operating procedures for various departments. Delivery, maintenance and continuous improvement. Finalize the deliverable and timelines
- Authoring systems requirement specification (SRS), creating use cases and managing data dictionary. Analyzing requirements. Finalize the deliverable and timelines
- Conducted JAD sessions with Subject Matter Experts, Business Teams to obtain more clarification on Traceability Matrix. Involved in converting the User requirements into business requirements, functional requirements and technical requirements.
- Managed requirement using Rational Requisite Pro and created business process modes from the requirement specification. Created a Requirements Matrix and made requirements available to all team members and also urge communication and collaboration among team members.
- Presented and conducted functional requirement reviews; walkthroughs with the designers, developers, and stakeholders. Identified Use Cases from Business Requirements and created UML diagrams like use case diagram and activity diagram using MS-Visio for various stakeholders.
- Involved with the quality assurance team to develop & design test plan and test cases. Tested the final application for usability testing to verify whether all the user requirements were catered to, by the application.
Confidential, Chattanooga, TN
Business Analyst /Implementation -coordinator
Responsibilities:
- Gathering the Business Requirements and Analysis of the Business Requirement. Interaction with direct clients and customers for the requirements gatherings.
- Conducted JAD Sessions with the subject matter experts, stakeholders and other management teams in the finalization of the User Requirement Documentation.
- Involved in developing use case document for the application, traceability matrix, system requirement specification (SRS) and presentations for proposed solutions
- Gap analysis, which involves determining, documenting and approving the variance between business requirements and current capabilities.
- Updating the status reports accordingly.
- As an implementation coordinator the five key duties includes: Implementation, Planning, scheduling, testing, coordination and change management responsibilities for the work efforts to which we are assigned.
- Data Analysis involving Data Cleansing, Data Conversions, Data Transformation, Data Quality Analysis, Data Relationships, Source Systems Analysis and Reporting Analysis.
- Problem solving when raised and reducing the gaps between the company and customers. Analyzed and Created Custom Profiles as required for the business needs and implemented Object level, Field level and Record level security.
- Defined various Validation rules to validate the data in the application. Customized Page Layouts for Salesforce.com Standard and Custom objects. Created custom report types and generated report using the report types.
- Designed and developed Use Cases, Activity Diagrams using MS Visio
- Managed change request and analyzed the impact of change request on the application in regards to Project Plan, Project Scope, and Project Schedule.
- Wrote SQL Queries to create tables, stored procedures and performed data analysis, data mapping.
- Provided management with metrics, reports and schedules as necessary and participated in the design walkthroughs meeting using MS Project.
Confidential, Minneapolis, MN
Business Analyst
Responsibilities:
- Interacted with the Subject Matter Experts (SME) and stakeholders to get a better understanding of client business processes and gather business requirements.
- Coordinate model office cycle runs in different test regions before implementing them into the live production environment.
- Ran SQL queries using SQL Navigator and produce reports from Oracle Database using SQL Plus.
- Provided management with metrics, reports and schedules as necessary and participated in the design walkthroughs meeting using MS Project. Participated in entering, tracking system defects in Rational Clear Quest.
- Facilitate JAD Sessions with the system architects, developers, database developers, QA team thru SDLC for defects’ resolution.
- Define validations for applications in line with the functional requirements.
- Participate in meetings with Developers, PMs and QAs to discuss BRs, test planning, resource utilization, and defect tracking.
- Designed and developed Use Cases, Activity Diagrams using MS Visio
