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Sales Force (sfdc) Lead Business Analyst Resume

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La Vergne, TN

SUMMARY

  • 10+ years of experience in IT Consulting & Business Analysis within various industry verticals such as Pharmaceutical, Manufacturing, Telecom and Insurance.
  • Experience in all phases of the Software Development Life Cycle (SDLC) including requirements gathering, business system analysis, analysis, design, implementation, testing, Business process flows and deployment .
  • Experience with Business Analysis / Source System Analysis Experience. Conducted detailed and comprehensive business analysis by working with the client IT staff and end - users in order to identify system and operational requirements and improvements.
  • Experience in working with multiple CRM products Salesforce CRM, Oracle EBS CRM, Siebel CRM & Oracle Fusion CRM.
  • Possess comprehensive understanding of CRM business processes like Campaign Management, Lead Management, Account Management, Service Contract, Sales Incentives Compensation, Field Service and Service Request Management
  • Very good understanding on integration of CRM with other ERP modules like Order Management, Inventory Management, Accounts Receivables, General Ledger, Accounts Payables
  • Good experience in performing Salesforce Admin activities like creating page layouts, search layouts to organize fields, custom links, related lists, other components on a record detail and edit pages, implemented pick lists, dependent pick lists, lookups
  • Experience in Experience with third-party tools like SFDC Excel Connector, SFDC Data Loader etc.
  • Good understanding with the SFDC toolkit e.g. Visual force, Chatter, Apex Data Loader etc.
  • Experience in Salesforce Integration with other ERP module bjects, master detail relationships, validation and formula fields to the custom objects.
  • In-depth knowledge in creating business process flows using tools such as MS Visio.
  • Strong experience in creating Business Requirement Documents (BRD) & Functional Requirement Documents (FRD) as well as generating use case diagrams, sequence diagrams, state diagrams and activity diagrams based on business process flows.
  • Experience in RFP Response, calculate pricing for proposals, preparing proposed staffing plan & RFP Response Documentation.
  • Experience in defining Test Cases, creating Test Scripts and generating Test Result Reports for upper management. Reviewed Test Plans and coordinated UAT.
  • Possess superior communication, analytical and written skills for interacting with business partners to identify information needs and finalize business requirements.
  • Good knowledge on writing PL/SQL queries to resolve business issues
  • Extensively worked with Microsoft suite of products such as Microsoft office, MS Visio, MS Excel

TECHNICAL SKILLS

  • Sales Force CRM
  • Siebel CRM
  • Oracle CRM 11i &R12
  • Oracle Fusion Applications 11gR1 (11.1.1.5.0 )

PROFESSIONAL EXPERIENCE

Confidential, La Vergne, TN

Sales force (SFDC) Lead Business Analyst

Responsibilities:

  • Worked as Lead Business Analyst for Sales force CRM enhancement project and managing a small team at offshore (India)
  • Interacted with various business team members to gather the requirements and documented the requirements for enhancement requests for existing Salesforce Campaign Management solution
  • Analyzed the Scope of the Requirements, and managed requirements to avoid Scope Creep.
  • Participated in Requirement Gathering Sessions & JAD Sessions for building the ‘Billing Management ‘ apps which is used for billing the client for the services provided by the Cardinal SPS division
  • Design and build the billing solution in Sales force CRM
  • Integration of Salesforce with ERP module using workflow outbound messages utilizing SOA
  • In charge of conducting the UAT with the Business users, and gathering feedback and providing the same to the Development team.
  • Reviewing the test cases provided by the QA team, and providing feedback.
  • Created user Roles and Profiles and sharing settings.
  • Used field level security along with page layouts to manage access to certain fields.
  • Designed and deployed Custom tabs, Validation rules, and Auto-Response Rules for automating business logic.
  • Created workflow rules and defined related tasks, email alerts, and field updates.
  • Created various Reports and Report folders to assist managers to better utilize Sales force as a sales tool and configured various Reports for different user profiles based on the needs of the organization.
  • Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation and formula fields to the custom objects.
  • Mass Data Loading and updating using salesforce Data Loader & Excel connector
  • Worked closely with development team for salesforce customization using Visual force, Apex, S-controls, Triggers etc.

Confidential, Atlanta GA

Lead Business Analyst

Responsibilities:

  • Working as Functional Consultant for Business Requirement Gathering, Functional Design, setting up Oracle Depot Repair & Service Contract Requirements in Oracle R12, coordinating with offshore team and support System Integration Testing.
  • Helping technical team members with functional specification of the extensions and guiding their efforts towards development of extensions.

Environment: Oracle EBS CRM, PL/ SQL, Data Loader, MS Visio

Confidential, North Canton, OH

Lead Business Analyst

Responsibilities:

  • Worked as Lead Business Analyst for Sales force CRM implementation project and managing a small team at onsite
  • Interacted with various business team members to gather the requirements and documented the requirements for implementing Salesforce Service Cloud & Oracle EBS Service Contract Solution
  • Designed solution for Service Request Management in Salesforce and it’s integration with Oracle EBS for Service Contract, Warranty and Extended Warranty and Customer Asset (Installed Base)
  • Involved in requirements session and solution design workshop for the legacy data conversion from existing mainframe system to Oracle EBS CRM and then finally loading the customer, Service Contracts, Warranty and Asset (Installed Base) data into Salesforce using Salesforce Data Loader
  • Analyzed the Scope of the Requirements, and managed requirements to avoid Scope Creep.
  • Design and build the service billing solution in Sales force CRM
  • In charge of conducting the UAT with the Business users, and gathering feedback and providing the same to the Development team.
  • Reviewing the test cases provided by the QA team, and providing feedback.
  • Created user Roles and Profiles and sharing settings.
  • Used field level security along with page layouts to manage access to certain fields.
  • Designed and deployed Custom tabs, Validation rules, and Auto-Response Rules for automating business logic.
  • Created workflow rules and defined related tasks, email alerts, and field updates.
  • Created various Reports and Report folders to assist managers to better utilize Sales force as a sales tool and configured various Reports for different user profiles based on the needs of the organization.
  • Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation and formula fields to the custom objects.
  • Worked closely with development team for salesforce customization using Visual force, Apex, S-controls, Triggers,

Environment: Sales force CRM, Oracle EBS, Oracle Siebel CRM, Apex, Data Loader, MS Visio and MS Excel.

Confidential, San Jose, CA

Business Analyst

Responsibilities:

  • Preparing Project documentation like Business Requirement Document, Functional Design Document, SIT Test Scenarios.
  • Discussion with business users for understanding key performance metrics
  • Calculation of key performance metrics based on business data
  • Helping technical team members with functional specification of the extensions and guiding their efforts towards development of extensions.
  • Working closely with Business Leads to improve existing solution to improve user satisfaction.
  • Solution walkthrough, followed by solution test, fine tuning and approval by Client’s core Business & IT Team

Environment: Oracle EBS, Data Loader, MS Visio, MS Excel

Confidential, WI

CRM Business Analyst

Responsibilities:

  • Working as Business Analyst for implementing Siebel & Sales force CRM solution
  • Worked on the enhancements requests for Project functionalities within Siebel
  • Also support application enhancements for sales force sales application
  • Preparing Project documentation like Business Requirement Document, Functional Design Document, SIT Test Scenarios.
  • Creating knowledge artifacts based on learning from the project
  • Helping technical team members with functional specification of the extensions and guiding their efforts towards development of extensions.
  • Working closely with Business Leads to improve existing solution to improve user satisfaction.
  • Solution walkthrough, followed by solution test, fine tuning and approval by Client’s core Business & IT Team
  • Worked closely with development team for salesforce customization using Visual force, Apex, S-controls, Triggers,

Environment: Sales force CRM, Oracle EBS, Oracle Siebel CRM, Apex, Data Loader, MS Vision and MS Excel

Confidential, Atlanta, GA

Lead Business Analyst & Test Lead

Responsibilities:

  • Working as CRM Business Analyst for enhancing the existing Marketing application
  • Analyze business requirements and document the to be process flows
  • Preparing test scenarios and test scripts using HP ALM
  • Execute System Integration Testing (SIT), co-ordinate with offshore team for testing completeness and send out status report to onsite team
  • Support UAT phase from offshore, analyze testing defects and co-ordinate with development team for resolution

Environment: Sales force CRM, Oracle EBS, Oracle Siebel CRM, Apex, Data Loader, MS Vision, MS Excel

Confidential, New York

Sales force Business Analyst

Responsibilities:

  • As a BA worked with Clients IT Staff and Sales and marketing teams, interviewed the end users to provide technical solutions.
  • Analyzed business requirements and worked closely with the various application and business teams to develop procedures that are consistent across all applications and systems.
  • Worked closely with the external vendors to collect customer responses in Sales force .
  • Co-ordinating with different external vendors involved in the Campaign Management to conduct UAT.

Environment: Sales force CRM, Oracle Siebel CRM, Apex, Data Loader, MS Vision, MS Excel

Confidential

Oracle CRM Functional Consultant

Responsibilities:

  • Study of existing incentive processes and documentation of requirements from Customer
  • Mapping of existing process and developing a “To-Be” design/ system landscape for implementing Oracle Incentives Compensation (Oracle R12).
  • Conducted JAD sessions to allow different stakeholders to communicate their perspectives with each other, resolve any issues and come to an agreement quickly.
  • Worked with Clients IT Staff and Sales and marketing teams, interviewed the end users to provide technical solutions.
  • Analyzed business requirements and worked closely with the various application and business teams to develop procedures that are consistent across all applications and systems.
  • Evolving, designing and building solution including Oracle Configuration, Development components
  • Solution walk-through, followed by solution test, fine tuning and approval by Client’s core Business & IT Team
  • Training and Knowledge Transfer to fresh recruits in the organization and project

Environment: Oracle CRM, Data Loader, MS Vision, MS Excel

Confidential

Oracle CRM Functional Consultant

Responsibilities:

  • Leading the offshore CRM track
  • Support day today business issues in Oracle CRM modules like Field Service, Service Contract & OIC.
  • Working with business user to work on enhancements request on the existing solution
  • Conduct instance acceptance testing
  • Training and Knowledge Transfer to fresh recruits in the organization and project

Environment: Oracle CRM, Data Loader, MS Vision, MS Excel

Confidential

Oracle CRM Functional Consultant

Responsibilities:

  • Study of existing incentive processes and documentation of requirements from Customer
  • Mapping of existing process and developing a “To-Be” design/ system landscape for implementing Oracle Incentives Compensation.
  • Analyzed business requirements and worked closely with the various application and business teams to develop procedures that are consistent across all applications and systems.
  • Suggesting process improvements and mapping them to suit industry’ best practices
  • Evolving, designing and building solution including Oracle Configuration, Development components
  • Solution walkthrough, followed by solution test, fine tuning and approval by Client’s core Business & IT Team
  • Training and Knowledge Transfer to fresh recruits in the organization and project

Environment: Oracle CRM, Data Loader, MS Vision, MS Excel

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