SUMMARY:

• Salesforce Implementation for $15B Corporate Merger/Acquisition: Migrate/Integrate Data
• Salesforce Transformation for 4 Divisions of Enterprise: end - user-focused solutions, utilizing native functionality, integration with existing enterprise systems, as well as 3rd party Salesforce apps
• Salesforce Project Scoping, Planning Timelines/Releases for Smaller Clients/Projects
• Salesforce Implementation of Promotional Planning, Forecasting, Analysis, & Reporting for Largest Electronics Retailer
• Hadoop-based SAS Analytics Engine feeding Tableau Dashboard (“ICD10-Early Warning System”)
• Teradata EDW Bulk Feed Functional Revamp & Change Mgmt
• MicroStrategy Web-based Design, Backlog & Migration
• Retek EDW Feed Functional Changes

TECHNICAL SKILLS:

• Salesforce CRM (PM & User)
• JIRA (Admin & Power User)
• Rally (Power User)
• Clarity, PlanView, Harvest (User)
• Clarizen (Power User)
• Microstrategy & Visual Insights BI (Desktop & Web) (PM & User)
• Oracle/Teradata/Datastage (PM)
• Accellion (PM)
• Hadoop-based SAS Analytics Engine (PM)
• SAP APO Forecasting/Planning (Power User)
• Tableau BI (Training)
• Business Objects BI (User)
• Target InfoRetriever (BI) (Power User)
• Qlikview BI (User)
• Lumidata SOLYS BI (User)
• Essbase BI (User)
• Sharepoint (User)
• Proprietary Retail Software: TGT & Confidential (User)
• MS Excel (Power User: Pivot tables, Advanced Formulas/Functions, some Macros, etc.)

EXPERTISE AREA:

• Experienced in Agile, Scrum, Kanban & Waterfall
• Agile Coach, Release Train Engineer
• Program Manager, Project Manager
• Scrum Master, Product Owner
• Project Financial Tracking & Reconciliation
• Salesforce Transformations & Implementations
• Business Intelligence, Data Analysis
• Some familiarity w/Hadoop-based implementations
• Working w/Distributed, International, Offshore Team
• Basic HTML, C++ & Java exposure
• Fluent in English
• Proficient in Hindi
• Basic Spanish

PROFESSIONAL EXPERIENCE:

Confidential, Eden Prairie, MN

Salesforce Project Manager

Responsibilities:

• Leading & Facilitating Meetings from Project Inception to Day-to-Day Management
• Project Scoping, Building out Timelines
• Applying correct mix of Agile methodology to achieve project success
• Leading different resource teams on each project
• Implemented & customized instance of JIRA for multiple Agile projects: including SDLC stages, boards, issue types, reporting, etc.

Systems: Salesforce, JIRA, Harvest

Confidential, St. Paul, MN

Founder, Project Consultan

Responsibilities:

• Taken steps towards becoming an optimal Business-IT bridge by obtaining certification in Scaled Agile Framework (SAFe 4.0).
• A holistic, tops-down and bottoms-up, application of Agile is the strongest foundation for any IT organization working with and to enable Business end customers.
• Help organizations deploy SAFe 4.0 methodology to unite the strategic planning aspects of Waterfall with the tactical brilliance of an Agile value delivery model.

Confidential, Minneapolis, MN

Project Consultant

Responsibilities:

• Scrum Master for Data Migration/Integration Project as part of Salesforce Implementation & Integration Program
• Data Migration & Integration for Sherwin-Williams Legacy CRMs (SugarCRM, Clarify), Valspar Current Salesforce instances, multiple data sources
• Project Manager with a Heavy Focus on Meeting w/Sales Organization Executive Steering Committee to Understand Business Priorities, and Work w/Project Teams to Align Resources, Timelines to Deliver on Promise to Customer.
• Responsible for Financial Management & Forecasting of Project Expenses. Responsible for team resourcing, and working with consulting/staffing firms to fill requirements.
• Craft communication, including emails, power point presentations, reporting to be shared with and by Executive leadership within Business Groups.
• Agile Coaching (Scrum & Kanban) - primarily focused on ‘Sales Excellence’ but served as Agile proselytizer for Multiple Projects
• Convinced IT & Business leadership & Transitioned Sales Excellence project from Scrum to Kanban to better suit organizational context and business realities.
• Retained emphasis on business feedback and value delivery in near term, but moved away from iterative rigidity.
• Refocused team on building quality scalable solutions with robust input from business.
• Implement & Train Kanban & JIRA for other project teams:
• “PHM Evolution” Paints, Hardware, Mass Merchant Sales Rep-focused Enhancements
• Project “Aurora” Paint Telemetry
• Oracle ERP/BI Developers, Order Mgmt BAs & Devs for Europe/EMEAI
• Formal Training Sessions for Entire Teams & Individual Leaders
• Explain differences between & pros/cons of various Agile methodologies (Scrum, Kanban)
• Coach other project managers on best practices for managing finances & communicating with business stakeholders
• Sales Excellence CRM Transformation for Entire Coatings Division of Valspar Corporation (subsidiary of Sherwin-Williams), comprising 4 major Business Groups: Packaging, General Industrial, Coil, and Wood.
• Focused on needs of Sales Directors/Manager, Sales Reps, Marketing, Finance, Tech Service & Customer Service Reps, Lab Employees
• Oversee Design, Development, Testing, Acceptance, Implementation, and Training for:
• Business end-user-focused solutions, utilizing custom development, native functionality, integration with existing enterprise solutions, as well as 3rd party Salesforce app packages.
• Oracle & Custom Applications: migrate processes over to SFDC to better enable Sales/Mktg/Finance to manage in SFDC.
• Oracle Business Intelligence Data Sync to SFDC for Analysis/Reporting
• Outlook Integration: From basics like Contacts/Calendars to Email Keyword Mining & Opportunity Management.
• Mobile Access & Optimization: Access to Sales Infor, Documents, and easy management of actions/processes via SF1 Mobile App.
• Hubspot Marketing, Dodge Pipeline Leads, OpenCMS integration w/Salesforce
• Content/Documents Search, including integration w/Oracle DB & Custom Applications
• Customer Interaction Logging, Opportunity & Stage Mgmt, Account Management, Pipeline Visibility, Opportunity Probability Projection, Sales Organization Performance Management
• At Risk Accounts Early Identification, Alerts, & Action Plans
• Sales Analytics, Forecasting, Dashboards, Executive Summaries
• Competitive Intelligence
• Data Sourcing & Cleansing
• Proposals & Document Generation
• Write user stories.
• Groom & prioritize backlog with Product Owners’ guidance.
• Salesforce based Service Cloud Migration from Legacy Oracle Database & Custom Applications:
• Assemble & lead team to estimate effort required
• Work w/Consulting agencies to requisition resources, interview candidates for Business Analyst & Developer roles, influence hiring & firing
• Evaluate, Test, & Select Software for Team/Project usage:
• Collaboration, Story Boarding, App-package Add-ons for SFDC & JIRA
• Negotiate application licensing/pricing w/software vendor
• As JIRA Administrator, customized instance of JIRA for multiple Agile projects: including SDLC stages, boards, issue types, reporting, etc.

Systems: Salesforce, JIRA, Clarizen, Hubspot, Dodge Construction Points, SugarCRM, Camcard, Salesforce for Outlook, Lotus Notes integration

Confidential, Minneapolis, MN

Senior Data Analytics Consultant

Responsibilities:

• Oversaw Final Development & Deployment of Hadoop-based SAS Analytics Engine feeding Tableau Dashboard (“ICD10-Early Warning System”)
• Oversaw post-Deployment QA & UAT
• Oversaw post-Deployment Operationalization & Issue Resolution for 2 month warranty period
• Oversaw Automation of Processes & Handoff to Operations/Maintenance Team
• Responsible for All Financial Management, Tracking & Reconciliation
• Key Interface with Finance Department, Ernst & Young Team, Steering Committee Representatives
• Utilized Clarity-derived Resource Management reporting to ascertain Financial baseline, projections, and reconcile past charges.
• Leveraged past experience in forecasting & data analysis to sort out and drive resource management discussions.
• Put together Financial Tracking Spreadsheets where none existed
• Learned Project Financials Reporting system & Utilized Effectively to Sort out Project Financial History
• Identified key overcharges by Cross-Functional Partners & Offshore Vendors
• Negotiated Significant Savings Adjustments:
• $74k reduction in actual receipts for 2 months of work
• Hours per resource revised by Partners, realized actual savings.
• $45k reduction in Forecasted/Projected work for 3 months
• Key Liaison between Developers, Program Managers, Business Process Consultants, Infrastructure & Architecture Teams, Finance, External PMs (Ernst & Young):
• Oversee Scrum team of 7 Onshore resources
• Lead multiple weekly & ad-hoc meetings with cross-functional Project/Scrum teams, Experts, Program leadership
• Present Project Status, Timelines, Roadblocks to Senior IT Leadership
• Budget: $1.15M

Systems: Hadoop, SAS, Tableau, Sharepoint, Rally, PlanView, Clarity, FieldGlass

Confidential, Minneapolis, MN

Business Intelligence Consultant

Responsibilities:

• Key Liaison between Developers, Program Managers, Business Process Consultants:
• Oversee Scrum team of 22 resources (5 Onshore, 17 Offshore)
• Lead multiple weekly & ad-hoc meetings with cross-functional Scrum teams, Experts, Program leadership
• Present Project Status, Timelines, Roadblocks to Senior IT Leadership
• Responsible for Resource Management:
• Participated in Program Level Resource Management/Steering Committee/Scrum of Scrums discussions centered around assembling the correct expertise prior to every Sprint kickoff (combined Sprint-Waterfall approach).
• Actively built cases for pulling on specific resources with the skillset required for certain projects, lobbied for the adequate percentage allocation of work-hours, and traded under-utilized resources to other teams as necessary.
• Built rapport with other PMs so that could easily pull on their resources for crucial pinch-hitting scenarios.
• Key Point of Contact for External Market Share Vendors
• Drive development of Web-Based Microstrategy “MerchIQ” Business Intelligence reporting tool for 3500+ users
• Oversee migration of users from legacy Info Retriever BI tool to MerchIQ
• Design and oversee development of new EDW based Bulk Data feed for Market Share/Insight Vendors (
• Win: Vendors will now receive Confidential bulk data (a first) and this data will separate order origin points
• Win: previous feeds were weekly cadence, now sales data is Daily
• Win: previous feeds missed any POS sales data that came in 1 day late this amounts to ~1% sales, Vendors will now receive these sales.

Systems: MicroStrategy (Desktop & Web, Visual Insights) Business Intelligence, Teradata EDW, Accellion, Clarity, Sharepoint, JIRA

Confidential

Category Manager

Responsibilities:

• Product Owner/Process Consultant: Key Point of Contact for Data & Systems
• Lead multiple weekly meetings with cross-functional teams including Open Labs
• Enable transition of Department from MS Office & Server-based systems to Cloud-based tools
• Oversee development and changes to Daily Retek/RMS/EDW/Apptalk Data Feed
• Enable Citrix-based MSTR Reporting & Access for Confidential users; create canned reports
• Conduct User Acceptance Testing (UAT), Write UAT Scripts
• Business Analyst: Write Functional Requirements Documentation for Salesforce Enhancements & Features
• Gather high-level requests, Work w/End Users to Refine & Prioritize, Coordinate Communication & Mtgs
• Translate IT requests/issues and Business/Client requirements back and forth
• Create & Maintain Development Log to compile & track all system implementation & enhancement timelines
• As Salesforce Power User, make limited changes based on business input in Admin Tool back-end interface
• Took initiative on creating new value-added reporting and tools:
• New Release Lifecycle & Fixture Performance Forecasting Tool: Work w/ Confidential on gathering requirements and constantly modifying to build New Release Lifecycle Planning Tool in Excel. This served as the proof of concept and allowed refinement/optimization of the logic and functionality, and was eventually integrated into Salesforce functionality.
• Forecasting Accuracy Report, Box Office/Comp Title Forecasting Tool
• Decay-Curve based Order Estimator Tool
• Weekly Demand Planning Reporting to optimize Inventory by various characteristics relevant to filmed entertainment.
• Tracking forecasting/inventory accuracy and optimizing inventory mix along Format, Working Group and especially by Vendor.
• Confidential Team uses this in Weekly/Monthly Presentation to Merchants & Leadership
• Confidential Team uses this in Weekly Conversations w/Studio Inventory Teams
• Retrospective Assortment & Store Performance Analysis
• Store-SKU reporting to show Sales performance & Inventory efficiency by store, as well as Confidential performance by Store Groupings
• Working w/IT on Regular Data Validation of Sell-thru & Inventory Reporting
• Training Confidential and Vendor Team -members on Systems Functionality (Salesforce, MicroStrategy, Excel Help)
• Initiate, Gather Requirements, Prototype Forecasting Tool (complex multi-variable)

Systems: Salesforce.com CRM, MicroStrategy Business Intelligence (Desktop & Web, Visual Insights)

Confidential, Minneapolis, MN

Business Planning Manager

Responsibilities:

• Forecasting Tool: Developed Excel-based Consumption (POS) and Receipts Forecasting Tool for Confidential -Weekly periodization in the absence of statistical forecasting system
• Process Improvements: Implemented Process where none existed for better alignment between internal cross-functional partners, designed & implemented Excel based tracking and forecasting tools

Systems: SAP APO, Business Objects, Qlikview, Target InfoRetriever, Partners Online (POL), Extending the Reach ( Confidential Vendor Portal), Confidential PIM, Lumidata SOLYS BI

Confidential, Minneapolis, MN & Rogers, AR

Customer Demand Planner

Responsibilities:

• Process Improvement Project: Streamline Workflow & Cross-Functional Setup/Interaction of Customer Demand Planner Role

Systems: SAP APO, Trade Planner, Allocation Tracker, Bex, Business Objects, AVE, Essbase

Confidential, Minneapolis, MN

Entrepreneur/Small Business Owner

Responsibilities:

• Utilized skills and knowledge from Retail and Supply Chain industries to start small business venture focused on sourcing and distributing EVA plastic products at advantageous prices from China/Vietnam/India.
• Attended Canton Import Export Fair as buyer/vendor—largest Chinese trade expo
• Arranged for service with Warehousing & International Logistics/Shipping Providers

Confidential, Richfield, MN

Demand Planning Analyst

Responsibilities:

• Set the department standard with Blackberry Storm Inventory Plan utilizing advanced excel-based modeling
• Worked with eCommerce Planning team to guide Confidential Mobile product offerings via Simplexity

Systems: Retek, JDA, ETR, Simplexity

Confidential, Minneapolis, MN

Merchandise Planning Business Analyst

Responsibilities:

• Responsible for day-to-day management, involving marketing/pricing strategy, financial analysis, sales/inventory projection, import commits/domestic ordering, safety stock calculations, supply chain/logistics coordination, and reporting to leadership for six highly profitable and visible categories. Balanced Open-to-Buy financial allowances for weekly spending reviews and monthly forecasting with VPs, Directors, Senior Buyer, and company accountants. Weekly status reporting to Merchandise Planning Managers, 2 Buyers, and Division Captains.
• Ran top two most profitable categories in Domestics division, Shower and Beach
• Negotiated $800,000 discount on shipped inventory with Asia-based vendor; engaged in frequent negotiations on cost/markup, vendor inventory procurement and positioning, inventory reserves, and shipping timing

Systems: InfoRetriever (IR), Prospace, IMN, POL

Confidential, Washington, DC

IT Administrator

Responsibilities:

• Managed student & faculty software/usage issues & questions.
• Managed infrastructural/hardware issues, updates, migrations.
• Set up remote classroom videoconferences between Confidential Washington, DC & China campuses.
• Managed campus closed-circuit video security system.

Systems: JIRA