SUMMARY:

• I seek a position as a Salesforce.com, Senior Solution Architect/Project Manager with a progressive and dynamic company that has made a firm commitment to selling and delivering global solutions to major corporations around the world.
• More than 30 years of enterprise - level thought leadership, technical and business skills consisting of: Practice direction
• Managed teams numbering in excess of 60 individuals
• Program/project management
• An experienced and successful consulting professional with expertise encompassing senior program/project management, new business and technical analysis, implementations, the creation and execution of enterprise-wide project plans and programs, proposal/presentation development and delivery
• Demonstrated the ability to successfully sustain multiple, complex projects within tight time and budgetary constraints
• A consistent subscriber to the necessity for developing and maintaining traditional long-term customer relationships
• Strong communications and interpersonal skills; an effective negotiator, motivator; comfortable dealing with a wide range of high-level business professionals, co-workers, alliance and project partners
• Experienced in the development and implementation of "Total Solutions" plans and programs to enhance customer relationships, increase productivity and improve profitability
• Presented a proven record of project successes
• Excellent organizational, time management and problem solving abilities
• Resource allocation and organization
• Deep customer facing interactions at all levels
• Consulting
• Analysis
• Development
• Leveraged experience with a broad range of software products, IT services, business processes and consulting methodologies to achieve or exceed project success metrics
• Consistently demonstrated a thorough understanding of new technologies and business processes to accommodate varying product/services offerings and business/technical challenges, including:
• Customer Relationship Management (CRM)
• Salesforce.com
• Lightning
• Mobile
• Functional
• Technical
• Declarative configuration
• Custom development
• Custom App creation
• Visual Force
• Apex
• Triggers
• UI, email/letter templates and report design
• All cloud environments
• Integrations
• Analytics
• Testing
• MS Dynamics
• Siebel
• Call/contact center solutions:
• Inbound/outbound
• Workforce management
• Sales/service performance
• Quality Management (QM)
• Agent empowerment
• Executive dashboard
• SharePoint
• BPO
• SOA
• Spend Management
• Retail banking solutions
• Governance, Risk and Compliance (Integrated GRC)
• Human Resources
• ERP and Supply Chain (JDE, Oracle and SAP)
• Warehouse Management
• Business Intelligence (BI)
• Master and Data Management
• Government solutions
• Verticals Engaged:
• Finance/banking
• Technology
• Insurance
• Manufacturing
• Pharma/Healthcare
• Telecom
• Energy/Utilities
• Chemicals

PROFESSIONAL EXPERIENCE:

Confidential

Project Manager

Responsibilities:

• Project development and management
• Team management, including off-shore contingent
• SFDC architecture, configuration and coding
• Integrations and data management
• Testing and deployment
• Engaging multiple clients as necessary
• Answering or assisting with RFP’s
• Pre-sales
• Sales engineering

Confidential, Ohio

Responsibilities:

• Need to simplify and optimize overall sales and service cloud environments
• Access current CPQ environment (Apttus) for possible revision or sunset
• Integrate ComEng and Systems SFDC instances with other operational, modeling, approval, data management and compliance applications and directives
• Synchronize with Confidential ’s digital initiatives
• Conduct a complete platform discovery along with impact analysis
• Redesign what is now a complex and cumbersome sales process
• Minimize complexity utilizing configuration vs customization where possible
• Review and redesign data model
• Review and assess code coverage
• Move Confidential to the Lightning experience
• Combine multiple SFDC orgs

Confidential

Responsibilities:

• Migrate more than 250 Lotus Notes databases to Salesforce
• Conduct multiple workshops for each database
• Functional analysis
• Relative complexity
• Technical analysis
• Assess merging, repurposing and/or archiving options
• Improve process functionality, represented in the Lotus Notes applications, using these databases
• Implement these processes on a global level
• Major re-design of 10+ year old legacy applications
• Demonstrate functional and technical feasibility with a Proof of Concept
• Employ Escape Notes application to assist in LN application(s) analysis and migration to Salesforce
• Minimize complexity utilizing configuration vs customization where possible
• Employ the Confidential data model including leveraging corporate master data
• Utilize a “OneShore” resource model

Confidential

Responsibilities:

• Migrate functionality from legacy systems to the MarketPlace environment
• Utilize Apttus for product configuration, sales, service and service-level agreement generation
• Integrate with SAP and other back-end systems
• Ensure MarketPlace can be scaled on a global level
• Limit customization and employ OOTB functionality where possible
• Ensure compliance
• Conduct an assessment of MarketPlace
• Provide a blueprint strategy to assist in global roll-out
• Create an environment that provides greater visibility to Confidential technical teams
• Implement a release management process to optimize code development and change request tracking

Confidential

Responsibilities:

• An acquisition with another aviation company further complicated the platform
• The Confidential Salesforce environment more than 50% custom coded
• Code lacked best practices
• No release management strategy
• Many unused fields
• No comprehensive integration with other enterprise systems
• Disconnect between marketing and sales
• In need of a robust data management process
• Lacking opportunity management
• Conducted an org-wide discovery
• Conducted requirements sessions
• Ranking
• Prioritization
• Delivered a road-map of suggested next-steps
• Performed a “Health Check” analysis all code
• Systematically optimized code
• Built a Proof of Concept around Lead object redesign
• Delivered a org-wide presentation addressing:
• Marketing process optimization
• Lead generation process
• Lead object navigation
• Overall platform UX
• Green-field design to reduce customization
• Introduce data management best practices:
• Naming conventions
• Effective templates
• Duplication reduction strategies

Confidential

Responsibilities:

• Working as a liaison between the business side of Confidential ’s requirements and IT, I have been charged to assist in the design and implementation of ongoing system developments as well as helping orchestrate technical and functional innovations in future projects.
• Design
• Configuration
• Programming
• Integration
• Implementation
• Defining sponsors, teams, budget, model and structure of new SF functional and technical structure
• Identifying governance, risk and compliance issues
• Relevant processes, best practices, conventions and methodologies
• Building a collaborative SF environment relative to Confidential ’s business and technical communities
• The SFDC re-design project is entitled “Affinity”
• Although the effort is collaborative between the company’s business and technical communities, I have been tasked with creating a Salesforce environment that will ultimately be owned by IT
• Create a comprehensive project plan
• Deliver both functional and technical design documentation
• Graphically illustrate project Affinity’s footprint utilizing tools such as Visio
• Deliver project line-item functionality for the following:
• Process flows:
• Sales
• Service
• Analytics
• Reporting
• Data management:
• Integrations
• Imports
• Exports
• Updates, upserts and deletions
• Back-ups
• Compliance:
• SOX
• PCI
• Corporate
• Merchant/customer defined

Confidential

Project Manager, Business Analyst, Solution Architect, Developer

Responsibilities:

• Custom apps
• Configured views
• Custom fields and page layouts
• Unique record types
• Visual force pages
• Apex development
• Specific roles, profiles and sharing rules
• Various formulaic solutions
• Unique workflow rules
• Customized assignment rules
• Complex product and price book solutions
• Advance currency management
• Multi-lingual environment
• Integration with SAP
• Global roll-out

Confidential

Senior Salesforce.com Project Manager & Developer

Responsibilities:

• Implement the Enterprise Edition - Sales, Service and Chatter
• Create and configure customizations that represent oil and gas industry conventions
• Develop process and workflows for a new SFDC environment
• Reporting and dashboard requirements for management and sales level users
• Partner portal
• Outlook integration
• Integration with back-office ERP system, Dataflow
• Manage the development of bi-directional web services between Dataflow and SFDC
• Roles and permissions

Confidential

Senior Project Manager

Responsibilities:

• CRM Online project with 2000 users in an extreme, distributed network
• Manage all project design
• Manage a team of internal and external team members:
• Analysis
• Design
• Development
• Pilot
• Deployment
• Responsible for all internal and external development
• Building a core solution around the Microsoft stack
• MS CRM Online
• SharePoint
• Office 365
• ADFS environment
• Coordinate and manage the activities of vendors conducting CRM and JDE integration
• Develop a comprehensive project plan for a complex and highly configured customer relationship management initiative
• Employ best practices in both Waterfall and Agile methodologies
• Work in a highly challenging and structured environment including compliance issue with the client’s ongoing Sarbanes-Oxley mandate

Confidential

Senior CRM Consultant/Project Manager

Responsibilities:

• Gather and evaluate prioritized requirements
• Create and define documentation illustrating current and future process flows
• Employing a technology agnostic approach, I evaluated the following CRM vendors:
• Salesforce.com
• Microsoft Dynamics CRM
• Oracle CRM on Demand
• CDC/Pivotal
• NetSuite
• Epicor
• Working with personnel from Confidential comprising 12 CRM Evaluation Team members and another 14 individuals from the company’s CI (“Customer Intimacy”) corporate initiative mandate, I utilized “Evaluation Framework” documentation to rank vendors with the following criteria:
• CRM functionality
• Security
• Technical architecture
• Integration
• Cost and complexity
• Vendor viability
• Provide weekly project status “dashboard” for Confidential management
• Conducted onsite and remote meetings/presentations/status reports with all Confidential team members and corporate management
• Short-list top 3 vendors
• Conduct comprehensive RFP and TCO (total cost of ownership) analysis
• Negotiate final cost to client with winning vendor

Confidential

Senior Program/Project Manager

Responsibilities:

• Requirements gathering/prioritization
• Building a prioritized requirements matrix
• Analyzing and developing “as-is” vs. “to-be” environments
• Comprehensive analysis of all relevant business processes and work-flows
• Assemble and manage both internal and external project teams
• Develop and manage comprehensive project management plan
• Deliver project charter
• Gather input on all existing applications for gap analysis with proposed solutions
• Analyze the corporate-level technology stack for integration into proposed systems
• Leverage comprehensive data on the inner workings of the travel insurance industry to achieve the following:
• Build a B2B, B2B2C and a D2C web presence on a global level
• Integrate with rapid transaction stream to provide insurance service around travel booking
• Create new business opportunities with new OTA’s (Travelocity, etc.) by creating a cutting-edge technology solution
• Retain existing OTA’s (Expedia, etc.) by building a business/technical solution that is complementary to complex environments already in place on partner sites
• Create project plans via MS Project
• Reporting: business/risk analyses, scope, dashboard, weekly status, steering committee, etc.
• Quality Management, service, work-flow management and performance support
• Conduct business rules analyses
• EDI implementation and integration for P&C claims
• Develop SharePoint applications using .NET
• Enhance site features and improve workflow using SharePoint pre-built templates
• Evaluate business and technical environment of 5 call centers (1000 seats)
• Vendor/software evaluation
• Test new software around updated architecture
• To date: provided substantial improvement in work-flow and more than 25% cost reduction across all call centers
• Conduct all business requirements analyses
• HIPAA requirements update
• Salesforce.com implementation
• Employ best practices to ensure security between HIPAA compliance and sales units

Confidential

Senior Project Manager

Responsibilities:

• Assumed lead role in establishing project teams at both the Confidential and client side
• Develop, execute and document Business Analyses
• Based on historic metrics, implement/execute to ensure client goals are met
• Analyze real-time operations, sales/service performance and staff-level efficiencies
• Track all metrics and iteratively adjust planning solutions to accommodate forecasted variables
• Work closely with client-side staff to validate project findings/solutions at the enterprise, business unit and local levels
• Manage all work-force statistics and revise according to updated metrics
• Insure buy-in at all staffing and executive levels by providing relevant /coaching, informative reporting and regular input sessions from both external and client-side project staff
• Utilize all workforce management tools and functions provided by Confidential software
• Conduct regular PowerPoint presentations for tracked WFM: performance data, budgetary considerations and schedules
• Prepare reports to monitor personnel scheduling/attendance, equipment, cost metrics, project administration, BPO, BI, application performance and all other KPIs
• Sales support
• Scope and discovery documentation
• Product development
• Development of complete sales and marketing models
• Selection and implementation of CRM system
• Development of prospect database
• Full P&L responsibility
• All forecasting
• Total sales methodology development and implementation
• Sales
• Creation of both Proof of Concept and Simulated Proof of Concept (SPoC) strategies
• Creation of Statement of Work, Contract documentation and Early Adopter programs
• Development of all presentation materials

Senior Project Manager

Confidential

Responsibilities:

• Responsible for client satisfaction and all software deliverables
• Utilize eglue methodologies to ensure process driven call center solutions
• Conduct scope and discovery to establish requirements and solution KPIs
• Analyze business and technical landscape to identify software configuration strategies and best practice tactics
• Install and test software
• Conduct BPO/BPR assessments
• Review solution objectives for potential customization issues
• Design and oversee all and coaching
• Evaluate knowledge base to maximize efficient information transfer
• Provide support for all post-implementation updates, patches and upgrades
• Ensure implementation and project costs adhere to SOW and contract parameters
• Responsible for all project/implementation documentation