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Sr. Salesforce Business Analyst Resume

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St Louis, MO

SUMMARY

  • Over 8 years of IT experience as a Business Analyst in SDLC: analysis, design, development, deployment, testing, and implementation of projects for various business organizations
  • Experience on different SDLC Methodologies including, Agile, RUP, and IDEF
  • 7 years of experience with Salesforce.com configuration in Sales cloud, Service cloud and Marketing cloud
  • Experience in Evaluating technical requirements and identify impact, risks, and benefits of alternative solutions
  • Having hands on experience on Wealth management &Copado
  • Excellent skills in Business Analysis, Data Analysis, GAP Analysis, Financial Data Analysis, Risk Analysis, Requirement Analysis, Business Modeling and Use Case Development using UML methodology
  • Experience in architecture definition to design, development and testing of the SFDC application
  • Experience in Quality Assurance testing including: functional, integration, system
  • Experience in creating and developing strategic test plans, cases and reports. Experience in Exact target
  • Expertise in Draw out key business insights and provide actionable recommendations
  • Expertise in Migration by Using Copado, ANT, Flosum, tool and migration support
  • Experience in Salesforce CPQ implementing and Oracle CPQ
  • Modeling, Use Cases, Activity Diagrams, Sequence Diagrams, Data Flow Diagrams, Collaboration Diagrams, Class Diagrams and document them using MS Visio
  • Adept in seeing the “big picture” relationships internal and external to programs and projects and providing insight on how to achieve results
  • Extremely proficient in learning new concepts quickly and independently
  • Skilled at assessing client needs, working in a group setting, and training/supporting end users
  • Experience in Participate in the design, development and implementation
  • Experience in Executing medium to high complexity configuration requests
  • Proficient in the development of quality processes to support requirements management, software development, application configuration, and software testing.
  • Experience in Investigate complex problems in production environments
  • Good Hands on Experience in creating Test Cases based on product features, client requirements and technical documents. Developed, executed and maintained Test Scripts. Reviewed and documented system Test Plans
  • Worked on different SDLC Methodologies including Waterfall, Agile, RUP, and IDEF
  • Ability to understand and interpret Entity Relationship Diagrams and document them
  • Implemented Security and Sharing rules at Object, Field and Record levels for different users in the organization
  • Proficiency with Rational Enterprise Suite (Requisite Pro, Rational Rose, Clear Case, Clear Quest) in support of the RUP methodology
  • Experience in assisting Project Manager with the following activities - SOP, RFP, Planning and Budgeting.
  • Expertise in Loading Test Cases and mapping the same to the business requirements in Test Manager
  • Expertise in Salesforce Integrations and DocuSign integrations
  • Experience in Java, SQL, VB scripting and Data Mapping. Visual force, Force.com and Apex class
  • Experience on working with JScript, JQuery and AngulerJS
  • Experience in developing business and functional Requirements, including requirements traceability, categorization, and prioritization.
  • Extensively exposed to creating objects, fields, Record Types, workflows, approval processes, Escalation rules, Assignment rules, validation rules, Email services, data migration activities, custom page layouts, custom fields and standard functionality
  • Experienced to maintain, enhance and create workflows and validation rules.
  • Extensive knowledge about Salesforce setup menu, Configuration, custom Application Development, Administration, Data Migration
  • Successfully worked on iterative offshore/onshore IT Business Development model
  • Able to effectively converse, relate and liaise with multifunctional teams, including business owner, stake holders, mangers, architects, developers and testers at all levels
  • Strong communication, written and presentation skills

TECHNICAL SKILLS

Rational Tools: Rational-Rose, Requisite-Pro, Clear-Case, Clear-Quest and Test-Manager.

Databases: Oracle (8/9i and 10g), MS Access, MS SQL Server, Aqua Data Studio.

Operating Systems: AIX, Solaris, Linux, Windows XP/Vista/7.

Programming and Scripting languages: C, C++, VB Script, Shell Script, HTML, XML, Apex, Visual force

CRM Applications: Salesforce.com, Siebel 8.1.1.5, 8.1, 7.8, 7.7 (versions)

SDLC Methodologies: Waterfall, Agile Methodology

Frameworks and Architecture: Model View Controller (MVC) based solution design

Tools: for Version Control: Clear case, MS-VSS

Project Management Tools: MS-PROJECT 2000, MS Visio, MS Word, MS Excel, MS PowerPoint, HP Quality Center, Sharepoint

PROFESSIONAL EXPERIENCE

Confidential, St Louis, Mo

Sr. Salesforce Business Analyst

Responsibilities:

  • Standardized Salesforce solutions, and promote innovative IT solutions, techniques, and standards to meet changing business needs.
  • Gathered Business and Functional Requirements (BRD, FRD)
  • Ensures solutions are consistent with organization objectives.
  • Creating Profiles, Roles, Users, Tasks and actions, Dashboards, Reports and Validation rules
  • Created record types, page layouts and customizing the objects
  • Work is performed without appreciable direction while maintaining self motivation and aligning direction with high level platform goals.
  • Worked on Salesforce CPQ for selling the products, delivery of fully integrated Quote-to-Cash applications.
  • Develop estimates / technical data requirements for project teams.
  • Identify information and process realms with regional similarities and propose global standardization
  • Assist in developing process and data migration strategies and worked on Exact target
  • Worked on Sales, service and marketing cloud Worked on DocuSign integration
  • Implementing security improvements by assessing current situation; evaluating trends; anticipating requirements
  • Balance governance and ongoing center of excellence activities simultaneously.
  • Worked on Unit and System Testing, Integration Testing and Identifying deployment activities
  • Maintain or contribute to documentation/mappings of data flows both during new implementation and based on opportunities for continuous improvement.
  • Determines security violations and inefficiencies by conducting periodic audits.
  • Worked on setting-up a new org of Salesforce including designing security and role/profile strategies
  • Worked with IT support to solve Issues

Environment: Salesforce CRM, Jira, Team site, Share point MS Office Excel, Word, MS Visio, Rally

Confidential, Services NY

Sr. Salesforce Business Analyst

Responsibilities:

  • Gathered business requirements for various medium and low level upgrades to the salesforce system.
  • Worked on MS Visio to develop workflow, process diagram and gap analysis to derive requirements for existing systems enhancements.
  • Prepared Business Process Models that includes modeling of all the activities of the business from the conceptual to procedural level.
  • Worked Apttus Contract Lifecycle Management and worked on ServicMax
  • Participated in project planning and keeping management in alignment with scope and recommended resolutions for all assignment-specific issues.
  • Management of low to medium level projects, Worked on Salesforce CPQ
  • Worked on Root Cause Analysis &Worked on Sales, service and marketing cloud
  • Partnered with internal business teams in defining business processes and associated system requirements.
  • Keeps users informed by preparing performance reports; communicating system status
  • Implemented security improvements by assessing current situation; evaluating trends; anticipating requirements.
  • Responsible for all the activities related to configuring Data Loader, uploading data in CSV files into salesforce.com, checking for the correctness of the data.
  • Migration of configuration and Development changes from Sandbox to Production.
  • Created Custom fields and created page layout to organize fields, related lists, and other components on a record detail and edit pages.
  • Analyzed and updated Custom Profiles as required for the business needs and implemented Object level, Field level and Record level security.
  • Created security rules and public groups and assigned users based on their roles.
  • Defined various Validation rules to validate the data in the application and worked on mobile testing
  • Created custom report types and generated report using the report types.
  • Created and maintain workflows as well as process builder.
  • Worked as a liaison between the users and the various teams involved in the application development for the better understanding of the business and IT processes
  • Performed unit testing, integration testing and User Acceptance Testing in Full Sand box for all the mini projects.
  • Tracked all the defects with the QA team and worked on resolving the defects.
  • Worked in the IT support team to resolve day to day issues.

Environment: Salesforce CRM, MS Office Excel, Word, MS Visio, UML, Sharepoint, Windows XP, HTML, XML, Smartsheet.

Confidential, Albany

Sr. Salesforce Business Analyst

Responsibilities:

  • Worked with business team and technology team in substantiating the System Requirement Specification Document.
  • Worked on MS Visio to develop workflow, process diagram and gap analysis to derive requirements for existing systems enhancements.
  • Assisted in the development of BRD and FRD through the entire agile methodology.
  • Wrote functional requirements and non-functional requirements based upon the approved business requirements by following UML processes and standard procedures.
  • Prepared Business Process Models that includes modeling of all the activities of the business from the conceptual to procedural level.
  • Responsible for all the activities related to configuring Data Loader, uploading data in CSV files into salesforce.com, checking for the correctness of the data.
  • Recognizes problems by identifying abnormalities; reporting violations.
  • Upgrades system by implementing and maintaining security controls.
  • Enabled data integration for VInsights (Veeva reporting system) for Rx and formulary data.
  • Implemented call center management functionalities for retention and monitoring customer activities.
  • Created Queues, Custom objects, Custom fields and created page layout to organize fields, related lists, and other components on a record detail and edit pages.
  • Analyzed and Created Custom Profiles as required for the business needs and implemented Object level, Field level and Record level security.
  • Implemented Web to case and Email to case features to raise cases from the customer service portal.
  • Created custom report types and generated report using the report types.
  • Worked as a liaison between the users and the various teams involved in the application development for the better understanding of the business and IT processes
  • Worked extensively with the QA team for designing and reviewing Test Plan and Test Cases for the User Acceptance testing.
  • Tracked all the defects with the QA team and worked on resolving the defects.
  • Provided production support by documenting tickets and communicating with customer and vendor.
  • Supported tactical and strategic goals of the IT Production Support Team.
  • Conducted training sessions of current functionality to newcomers of different tools and applications through demonstrations and training manuals.

Environment: Salesforce CRM, Veeva, MS Suite, Siebel, JIRA, Windows XP, Rally, HTML, XML.

Confidential, Dallas, TX

Salesforce Business Analyst

Responsibilities:

  • Gathered Business and Functional Requirements (BRD, FRD), during JAD sessions interacted with the stakeholders, developers, Project Manager and SME’s to formulate Business Processes.
  • Determined and documented the As-Is and the To-Be (future) business process flows.
  • Worked in Cross Functional team environment, served as a liaison between SME’s, Project Manager, and stakeholders to ensure accuracy in the SFDC implementation and other business requirement.
  • Worked on sales and service cloud
  • Developed Customer portal and implemented Web-to-lead functionality to enable lead capturing in real time.
  • Maintained and improved existing Salesforce implementation. Created record types and page layouts, added and edited validation rules, edited and improved page layouts.
  • Modified access and sharing rules, added custom objects and workflows, and approval processes,
  • Created new report types, new reports and dashboards to monitor and issue regular key productivity indicator reports and charts.
  • Delivered Veeva CRM for managing Key Opinion Leaders (KOL) both on time and on budget, covering the entire software development life cycle from concept to delivery to training. Worked closely with sales management to scope and estimate.
  • Integrated with Operation Data Store (ODS) for downstream system use of VEEVA data.
  • Responsible for coordinating the deployment of application upgrades and code releases into identified environments, and of creating associated release and deployment records.
  • Performed unit testing, integration testing, bulk testing, staging and User Acceptance Test in Full Sand box for all the mini projects.
  • Documented the entire process starting from Requirement document to end user training document.
  • Developed attitude and capability to handle multiple projects at the same time including Onsite/Offsite co-ordination and also with offshore teams.
  • Helps in conducting Gap Analysis (GAP), User Acceptance Testing (UAT), and System Integration testing (SIT) and SWOT analysis.
  • Designed escalation rules, automatic case generation and their escalation to call center representative, and generated email alerts for quick issue resolution.
  • Wrote SQL Queries in MS Access to sort data and analyze the large set of data during project life cycle.
  • Provided in-depth analysis to resolve production and application issues.
  • Verified the Business Scenarios on new builds to allow extended testing by the QA team.

Environment: Salesforce CRM, MS Office Excel, Word, PowerPoint, MS Project, MS Visio, UML, JIRA, Windows XP, HTML, PHP, XML

Confidential, Jersey City, New jersey

Salesforce Business Analyst

Responsibilities:

  • Worked on Sales, service and marketing cloud Worked on DocuSign integration
  • Created and maintain workflows as well as process builder.
  • Analyzed and Created Custom Profiles as required for the business needs and implemented Object level, Field level and Record level security.
  • Balance governance and ongoing center of excellence activities simultaneously.
  • Process models, use case diagrams, activity diagrams, and state chart diagrams.
  • Utilized RUP to configure and develop process, standards, and procedures.
  • Conducted Joint Application Development (JAD) sessions with stakeholders throughout SDLC to resolve open issues.
  • Involved in entire lifecycle for many small projects including requirement gathering, Analyzing, Designing, Developing, Testing, Staging, Release and End User Training for all the mini projects.
  • Created Queues, Custom objects, Custom fields and created page layout to organize fields, related lists, and other components on a record detail and edit pages.
  • Resolve software issues, inefficiencies, malfunctioning on time to ensure uninterrupted work performance.
  • Responsible for coordinating the deployment of application upgrades and code releases into identified environments, and of creating associated release and deployment records.
  • Created various Reports and Dashboard for each release depending up on the user requirement
  • Performed unit testing, integration testing, bulk testing, staging and User Acceptance Test in Full Sand box for all the mini projects
  • Documented the entire process starting from Requirement document to end user training document.
  • Analyze and determine maintenance strategies for Activity data.
  • Work with other internal data sources to analyze and scope out integration possibilities for past and current additional data (contact sales and assets data).
  • Testing and deployment of various App exchange plug-ins related to data management.

Environment: Salesforce CRM, UML, Windows, SQL Server, Microsoft Office suite, Rational Enterprise suite, JAVA, J2EE, JSP, HTML.

Confidential

Business Analyst

Responsibilities:

  • Conducted a high-level business analysis involving complex business requirements and processes.
  • Conducted user interviews at both in-house and client locations. Gathered, analyzed and created an approved requirement list (ARL).
  • Worked in close collaboration with the Project Manager and business users to gather, analyze and document the business requirements (BRD). Effectively communicated with both technical and non-technical users and produced project documentation.
  • Participated in project planning and keeping management in alignment with scope and recommended resolutions for all assignment-specific issues.
  • Partnered with internal business teams in defining business processes and associated system requirements.
  • Performed gap analysis by identifying existing technologies, documenting enhancements to meet the end state requirements.
  • Performed feasibility analysis for web mobile applications on multiple platforms.
  • Designed and developed Use Cases, Workflow Diagrams, RACI charts and Project Schedule diagrams using MS Visio.
  • Responsible for search engine optimization for the project (SEO and SEM).
  • Coordinated with the development team and helped them understand the requirements. Worked with cross-browser problem areas with development team.
  • Captured all the issues received from the stakeholders in an issues list and addressed the same in the respective meetings.
  • Used internal request system to open, track and modify the bugs opened against each of the projects and worked on the analysis of the same.
  • Conducted feasibility study by studying the current functionality and then identifying the gaps existing about new functionality.
  • Used power point presentations for conducting walkthroughs with the stakeholders and created end user manuals.

Environment: Java, J2EE, SQL, XML, MS Office, MS Visio, MS Outlook, Windows XP

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