Project Sales

Sunil Kapoor

abmbtt@r.postjobfree.com

TECHNICAL

SUMMARY:

. More than eleven years of experience working as a Business

Analyst in the software development industry.

. Business/Systems analysis experience with SSAS, SSRS, MS SQL

Reporting services and MS Report builder, Siebel CRM, Oracle

BI, Answers, Business Objects, Cognos, Oracle Discoverer and

Hyperion (Brio)

. Industries served - financial, investment banking, insurance,

mortgage, credit card.

. Excellent skills in writing Business requirements document

(BRD), Use Case Specifications, Functional Specifications

(FRD), Systems Design Specification, Workflow and Diagram

skills for drawing UML diagrams such as State Transition

diagrams, Activity diagrams, Class diagrams and Sequence

diagrams, Data Flow Diagrams (DFD's), Requirement

Tractability Matrix.

. Experience in Project portfolio metrics, financial data

analysis, process development and training, Executive

reporting presentation development.

. Very strong in Oracle Business Intelligence, Siebel Analytics

Admin Tool, Analytic Web and Siebel Presentation Services

. Extensive experience in project management best practices,

processes & methodologies including Rational Unified Process

(RUP).

. Experience in conducting GAP analysis, ROI analysis, SWOT

analysis and Cost benefit analysis.

. Familiar with J2EE Architecture i.e. POJO, GDAF, JLOG, LOG4J,

Business Delegate, Service Factory, UAF, Jconfig, SSO etc.

. Working knowledge of P&S Fixed Income, Asset Backed

Securities (ABS), Mortgage Backed Securities (MBS),

Collateralized Mortgage Obligations (CMO) and Collateralized

Debt Obligations (CDO).

. Very strong in defining fact, dimensions, Cube and subject

areas

. Possess financial knowledge of Cash Flow Management, Asset

Management, Investment Management and Fixed Income Portfolio

Management.

. Experience in conducting Joint Application Development (JAD)

sessions with end-users, Subject Matter Experts (SME's),

Development and QA teams.

. Recognized for excellent communication, people skills,

project management capability, and the ability to

successfully influence and drive consensus across cross-

functional teams.

. Conducted JAD sessions, develop user interfaces and

requirements, providing traceability across project by

analysis and review of project elements including testing

artifacts, end user support documentation and training

materials.

. Seasoned professional with planning, execution, monitoring

and resource balancing skills with ability to support

multiple projects, demonstrated proficiency in leading and

mentoring individuals to maximize levels of productivity.

EDUCATION:

. Masters in Business Administration - Finance, Providence, RI

. Project Time Management from Boston University Corporate

Education Center

. Project Risk Management from Boston University Corporate

Education Center

. Project Quality Management from Boston University Corporate

Education Center

. Trained in SSAS and SSRS from Microsoft

TECHNICAL

SKILLS:

. BI Tools : Siebel Analytics/Oracle BI, Answers, Delivers and

Repository modeling, Cognos, Hyperion (Brio), Business

Objects, Oracle Discoverer, SSAS, SSRS, MS SQL Reporting

services and MS Report builder

. CRM Applications : Siebel CRM 7.7.2, Siebel CRM 7.8, Siebel

CRM 8.0

. Business Modeling Tools: Rational Rose, Rational Requisite

Pro, Microsoft Visio, MS Project, UML

. Languages: C++, C, SQL, Visual Basic, Java

. Defect Tracking Tools: Test Director, Rational Clear Quest,

Rational Robot, PVCS

. Testing Tools: Rational Test: Robot, Mercury Tools: Win

Runner, Load Runner

. Methodologies: Rational Unified Process (RUP), Waterfall

Method

. Microsoft Tools: MS Word, MS Excel, MS PowerPoint, MS

Project Server, Text pad, Outlook, MS Front Page

. Operating Systems: MS Windows 95/98/NT/2000/XP, Sun Solaris,

Linux/Unix, MS DOS

. Web Authoring: HTML, Java Script, MS FrontPage, Lotus Notes

. Databases: Oracle, DB2, MS Access, Sybase, SQL Server,

Service Desk, CMDB

EXPERIENCE:

04/10 - Present US Foods, Chicago, IL

Business Intelligence Specialist / Lead

Business Systems Analyst

Projects:

Trace and track solution using OBIEE

The purpose of this project was to create a dashboard to track

product from farm to fork.

Category Management Foundation Tool using OBIEE

The overall goal of the Category Management Foundations Tools

project was to provide an automated tool to the business to

replace the then existing legacy tool which would enhance the

then current functionality. The existing legacy tool was used by

a limited number of divisions whereas the new tool would be

accessible and used by all the divisions.

Environment: Siebel Analytics, OBIEE Applications, Answers,

OBIEE Marketing, Siebel Marketing, ETL, Oracle Data

Warehouse, Clear Quest, MS Project, Business Objects,

Mercury Test Director, Share point, SQL, Neoview, PL/SQL,

Discoverer

02/08 - 04/10 Monster Worldwide, Maynard, MA

PM/Lead Business Systems Analyst

Monster works for everyone by connecting quality job seekers at

all levels with employers and providing the best career advice

available online. With approximately 5,200 employees and

operations in 36 countries, Monster Worldwide has an

unparalleled international reach.

Projects:

OBIEE (Siebel Analytics) Projects

OBIEE upgrade

Upgraded Siebel Analytics 7.5.2 to OBIEE 10.1.3.4 and OBI Apps

7.9.6

Global Sales Reporting

The main objective of this project was to gather and agree on a

global set of sales pipeline requirements, which were to be

based upon the requirements used in the design and

implementation of the Sales and Pipeline Reporting Tool which

was then in use by NA Telesales. These requirements were to be

expanded to include any critical needs that global European, NA

and APAC Sales Management saw as necessary in order for the

OBIEE tool to be used globally.

Booked Dialed Calls

The Sales Reporting Dashboard was designed to address the

effectiveness of calls made by reps within Sales Organization.

The principal stakeholder for this project was Sales

Organization. The OBIEE dashboard reports the number of calls

made by the reps, the number of calls addressed to the accounts

and thereby assessing the effectiveness of calls.

Daily Call and Activity Reporting and Account Coverage

The daily call and Activity Reporting OBIEE dashboard was

created to facilitate the managers with tracing the performance

of reps based on the total number of calls made, total time

spent on each call, average amount spent on each call, the

activities undertaken/ covered in the time period on the daily

basis.

OBIEE Marketing Analytics

This project involved creating segments for Marketing Campaigns

using segment designer; Marketing Dashboards to capture details

regarding Campaigns and the number of orders generated from the

campaigns; Retrieving number of accounts accessed and total

revenue generated from the campaigns.

Microsoft BI - SSRS, SSAS, MS SQL Reporting services and MS

Report builder Projects

GSM

The purpose of Global Sales Mart was to provide a single global

solution for sales and pipeline, telephony, territory summary,

activities, and Ecomm reporting that is scalable to accommodate

future reporting needs. The project provided Sales reps and

managers with dashboards and a right-time view of core orders

and opportunities.

Streamlining Opportunity Reporting, TSR and Job Inventory

report

To support the hybrid sales reporting relationship model and

help the sales force achieve sales goals, the scope of this

project required to streamline opportunity reporting by

architectural change.

Business Objects Projects

Created Revenue Stream, Performance to quota, Account coverage,

New/Win back Sales, KPI's per rep dashboard, Product Dashboards,

and several other Dashboards using Business Objects.

Evaluate reporting systems; prepare financial and regulatory

reports required by financial department

Siebel CRM projects

Rep Role and Responsibility clean up for Siebel 7.5 to 8.0

upgrade

The scope of the project was to meet with the heads of the

different organizations to design the Individual Roles &

Responsibilities for each of the Reps. the process involved

requirement gathering from the reps about screens and views

which are required by reps to do their day to day work. Based on

the 'Siebel's Best Practices' the new responsibilities were then

created and tested.

CRM Karma Teaming

This project is aimed at enabling multiple employee 'resources'

to be tied to a Karma (CRM) account, opportunity, and order;

enabling system to support rules of engagement; and to

potentially split percentages for pipeline, commissions, and

revenue reporting.)Throughout the project, we intended to reduce

the need for specified offline tracking, reporting, and

validation of the sales pipeline and pipeline activities.)

Another scope of the project was to drive how the system behaves

for each of these employees using the roles of each resource to

drive visibility and entitlement (what they can see, what they

can add, what they can update).

Major Responsibilities:

. Designed and created Sales and Finance dashboards in OBIEE,

SSRS, SSAS and Business Objects

. Created daily, weekly and monthly reports using Brio and also

used it for day to day adhoc data pulling requests.

. Integrated intelligence dashboards in OBIEE with Siebel CRM

. Completed data mapping the fields that are used in the BI

requests.

. Suggested and implemented new requirements based on the

business flow and Siebel best practices

. Maintained project plan, Facilitated project status meetings

and Communicated/documented project status

. Reviewed and approved BRD/FRD, Project analysis and

requirement gathering

. Administered Permissions and Privileges for OBIEE Dashboard

visibility and modifications to Users based on their groups

or responsibilities

. Analyzed defects logged by the business users and rectified

the same

. Worked with the Security settings in OBIEE Admin Tool to set

up users, groups, access privileges and query privileges.

. Created prototype, wireframes and mock ups for Functional

Design Specification

. Defined Facts and Dimensions for the subject area and Cubes

. Plan, direct and coordinate the activities globally working

with financial system of North America (NA) Europe (EU) and

Asia Pacific (APAC )

Environment: Siebel Services 7.5.3 and 8.0 (CRM, Order

Management), Siebel Analytics, OBIEE Applications, Siebel

Sales, OBIEE Marketing, Siebel Marketing, ETL, Oracle Data

Warehouse, Clear Quest, MS Project, Mercury Test Director,

Share point, SQL, SSAS, SSRS, MS SQL Reporting services and

MS Report builder Hyperion (Brio) and Business Objects,

PL/SQL

02/07 - 02/08 Fidelity Investments, Merrimack, NH

PM/Lead Analyst - OBIEE BI / CRM

Fidelity Investments is an international provider of financial

services and investment resources that help individuals and

institutions meet their financial objectives. Fidelity has

adapted and evolved over the years to meet the changing needs of

its customers.

Projects:

Book of Business for Fidelity Private Investments Organization

Integrated intelligence dashboards in OBIEE with Siebel CRM

The Book of Business solution is designed to address a critical

need in the FPI organization to better manage relationships with

high net worth clients and clients with managed accounts. The

principal stakeholders for this project are Private Client

Group.

One View 2.0 Integration with Siebel CRM

This project defined the system requirements and design for the

integration between One View 2.0 and CRM Tools, including Siebel

CRM, Investor Interest and Demand More Leads.

OneView 2.O

This project contained of redesigning oneview 1.O to Oneview 2.O

to give user a better usability and upgrading the application

with new business requirements.

Interaction Coaching Tool Enhancements

The Interaction Coaching Tool is requiring enhancements to

support recent business changes such as PAS delivery in the

branches and guidance interactions. Originally ICT was used by

the Phones and certain aspects were tailored to Phone

Interactions. The Phones no longer uses this tool and ICT

should be updated to match the specific requirements for the

Branches.

Lead List Loader

The Lead Lost Loader has delivered a vast benefit to Retirement

Consultants by providing the ability to load large quantities of

leads at once. Now, many other groups are looking for access to

this functionality. Improvements to the Lead List Loader are

needed including the creation of an Admin tool.

Weekly Retail Desktop Change Control meeting facilitation

This involved facilitating weekly meetings to help prioritize

new project requests with all systems partners such as

Development, Systems Management, Quality Assurance and Systems

Analysis.

Act is liaison between systems groups and business sponsors.

Provide weekly status updates on new project requests to all

stakeholders.

Major Responsibilities:

. Worked in synchronization between MS Outlook and Siebel

application

. Integrated Finance Portfolio Management intelligence

dashboards in Oracle BI with Siebel CRM

. Customized the Siebel Application as per the business

requirements using Siebel Tools

. Suggested and implemented new requirements based on the

business flow and Siebel/OBIEE best practices

. Maintain project plan, Facilitate project status meetings and

Communicate/document project status

. Review and approve BRD, Project analysis and requirement

gathering, Coordination between third parties and DBS

. Administered Permissions and Privileges for OBIEE Dashboard

visibility and modifications to Users based on their groups

or responsibilities

. Developed many Finance Reports / Portfolio management

Dashboards with different Analytics Views (Drill-Down /

Dynamic, criteria filters, Pivot Table, Chart, Column

Selector, Tabular with global and local Filters) using Siebel

Analytics Web / OBIEE Presentation Services

. Designed Dashboards / Reports that are Dynamic & Interactive

with drill-down capabilities for summary & details

information, added local & global filters using OBIEE

. Documentation of SRA/SRB, Systems design, Documentation of

SDS or UI Spec, Document reviews and signoff, Collection of

post SDS estimate and committed project timeline

. QA Support, Document verification scripts, Provide support on

Beta and Prod release / Install Calls

. Change Control attendance, Act as liaison between DBS and BTI

/ Business sponsors, Participate in production IR

Prioritization

. Biz planning support, Product demonstrations.

. Created dashboards, Prototype, wire frames, Mockups and proof

of concepts in OBIEE (Siebel Analytics) using Siebel Answers

. Used Requisite Pro for requirement traceability.

. Conducted JAD, JAR sessions to nail down the requirements

. Created use cases and data model for book of business

projects

Environment: Siebel Financial Services 7.5.3(CRM), Siebel

Analytics, OBIEE Applications 7.9.1, ETL, Oracle Data

Warehouse, Requisite Pro, MS Office, MS Project, Clear Quest,

Mercury Test Director, Share point, EDMS, Hyperion (Brio)

10/06 - 01/07 Capital One, Richmond, VA

PM / Sr. Business Systems Analyst

Worked on two projects, one was Critical Document Registry

(CriDR) Assessment and the other was Data Asset Store Control

Requirements. In CriDR, the aim of the project was to assess

CriDR's suitability for meeting control requirements, provide

alternatives and make a recommendation to stakeholders. The

objective of the Data Asset Store Control Requirements was the

documentation needed to enhance the classification schemes and

inventory methodologies for COF production and pre-production

stored data assets. The second objective was the implementation

plan to support approved control requirements, processes and

procedures for managing data risks associated with these

environments.

. Responsible for collecting control requirements for a

critical document registry.

. Documented process flows, policies and procedures.

. Facilitated description of three sets of end-to-end solutions

to meet control requirements, to include industry best

practices and tools, and existing COF solutions.

. Created Use Case specifications, business flow diagrams,

Activity/state diagram and sequence diagrams for Critical

Document Registry.

. Assessed the degree to which Critical Document Registry

functionality met control requirements, process and technical

efficiency of the solution and risk exposure if another

solution were selected.

. Deployed recommendations through MISED and other policies'

Release Management process.

. Involved in providing externally sourced definitions and

control requirements wherever possible, in order to enable

integration of control requirements with third parties to

enable integration of acquisitions.

. Prepared Logical Data Models that contains set of diagrams

and supporting documents containing the essential business

elements, detailed definitions, and descriptions of the

relationships between the data elements to analyze and

document business data requirements.

. Prepared Logical Process Models covers "What" business

processes are required by the business to accomplish their

goals

Environment: MS Office (MS Word, MS Excel, MS PowerPoint, MS

Visio, MS Access), MS-Project, Live Link, Gap analysis, SQL

4/06 - 10/06 Ameriprise Financial Services, Inc., Minneapolis, MN

PM/Sr. Business Systems Analyst

The aim of the project was the separation of Ameriprise

applications from American Express. This was done by

uplifting and re-hosting, functionality decommissioning, and

added new functionality. I was delegated with the

responsibilities of enhancing, uplifting and re-hosting of

the applications such as Financial Accounts, Property &

Casualty (Online Quote and Claims & Services), Market &

Investment Research and Consumer Banking. The primary focus

was on mutual funds, stocks & bonds, insurance and banking.

The project was initiated with its definition, objective,

functions and its scope. The consequent stages comprised of

the creation of BSAR, BSDR. Also delegated with the making

of design impact matrix, design implementation scorecard and

design framework tracker.

. Facilitated collection of functional requirements from

system users and preparation of business requirement

documents that provided appropriate scope of work for

technical team to develop prototype and overall system.

. Experience in performance measurement and analysis;

financial analysis; process development and training.

1. Prepared Business Process Models that includes modeling of

all the activities of the business from the conceptual to

procedural level.

. Analyzed the system specifications, business requirements for

full understanding of the project and created Business System

Analyst Reports.

. Conducted Joint Application Development (JAD) sessions as a

facilitator and moderator to gather requirement.

. Created Use Case specifications, business flow diagrams,

Activity/state diagram and sequence diagrams, so the

developers and other stakeholders can understand the business

process according to their prospective and created Business

System Development Reports.

. Managed project resource allocations, planning and status

updates to ensure efficient and responsive operations along

with senior management.

. Assisted with class, sequence, collaboration, state diagrams,

UML diagrams and technical specifications.

. Create "As Is" and "To Be" documents to show the current and

proposed functionality's of the system. Subsequently broke

them down by brainstorming with Developers, Architects and

Business users to get the low level 'To Be' /proposed

environment.

Environment: MS Office (MS Word, MS Excel, MS PowerPoint, MS

Visio), MS-Project, Lotus Notes, SWOT analysis, Clear Case,

Clear Quest

7/05 - 3/06 Providian Bank, San Francisco, CA

Business Analyst

Based in San Francisco, Providian, the credit card division of

Washington Mutual, is a leading provider of credit cards to

mainstream American consumers. Involved in implementing a

centralized, web-based application infrastructure to improve

development time, provide online data access, reengineer the

credit card process in order to expand the company's business.

. Facilitated and gathered requirements and created Use Cases

by extensive requirement gathering sessions and JAD sessions.

. Used the guidelines and artifacts of the Rational Unified

Process (RUP) to strategize the implementation of Rational

Unified Process efforts in different iterations and phases of

the Software Development Lifecycle.

. Created Use Case specifications, business flow diagrams,

Activity/state diagram and sequence diagram using Rational

Rose, so the developers and other stakeholders can understand

the business process according to their perspective with

possible alternate scenarios.

. Facilitated in the overall management of the projects

including risk analysis and mitigation, status reports,

client presentations, defining milestone deliverables and

establishing critical success factors.

Environment: Windows 2000 server, MS Office, Oracle 8i, RUP,

UML, Rational Rose, SQL, Winrunner, SWOT analysis

8/04 - 6/05 Mellon Financial Corporation, Pittsburgh, PA

Business Systems Analyst

Mellon Financial Corporation today is a global financial

services company. Some of its services were Investment

management, foreign exchange and stock transfer, banking

services, mutual funds and wealth management the project was

designed for the investment management system. Used Cognos as

front-end and Oracle as back-end. The system was primarily

written to provide reports for our portfolio managers who could

use these reports to provide our clients with the highest total

rate of return consistent with their performance goal, cash flow

requirements, need for liquidity, and preservation of capital.

. Assessed the status of the organization to determine the

scope of the application.

. Reviewed and documented client cash flows - source, process,

and life-cycle.

. Documented new cash flow requirements and prepare gap

analysis.

. Gathered requirements by using interviews, requirement

workshops and brainstorming sessions.

. Created a vision document to explain user demographics,

profiles, environments and requirements.

. Program and portfolio analysis and reporting.

. Created a business Glossary that defined the terms used

during modeling.

. Designed business models that served to identify requirements

and communicate information between teams.

. Used use case diagrams during analysis to capture the

requirements.

. Defined business use cases and activity diagrams to represent

different workflows and associations.

. Conducted acceptance tests to verify that requirements were

reasonably met.

. Based on the use cases prepared very high level test cases.

. Involved in GUI Testing, Unit Testing, System Testing,

Integration Testing, Regression Testing.

. Involved in the Preparation and execution of Test Plans, Test

cases, Writing Test scripts using Test Director.

Environment: Cognos, Rational Requisite Pro, Rational Rose,

RUP, UML, SQL, PL/SQL,MS Office, MS-Project, Windows 2000,

Crystal Reports, Hyperion (Brio)

7/03 - 5/04 Allstate Corporation, Kansas City, MO

Business Analyst

Allstate Corporation is the nations largest publicly held

personal lines insurer. Allstate Financial Group includes the

businesses that provide life insurance, annuity, retirement,

banking and investment products through distribution channels.

The aim of the project was to enhance web-based policy

management system, which integrated Allstates five policy

management systems (life insurance, annuity, retirement, banking

and investment products) and extended the functionality to

provide anywhere, anytime, access to information to Allstate's

countrywide network of producers.

. Developed and documented Software Requirements Specification

(SRS) and documented product design utilizing Rational Rose

and the UML.

. Used Rational Unified Process as the development life cycle,

created Use Case Diagrams using UML to define the Functional

requirements of the application.

. Analyzed the security implementation of the application with

respect to users' perspective.

. Used Rational Requisite Pro for managing the requirements.

Documented Use Cases and Use Case Models using Rational Rose.

Environment: RUP, UML, SQL, MS Office, MS-Project, Windows

2000, Crystal Reports

11/00 - 10/01 Option One Mortgage, Irvine, CA

Business Analyst

Option one, a residential mortgage lender and a subsidiary of

H&R Block, is one of the nation's leading retail mortgage

banking companies. They are in the business of making, servicing

and selling non-prime loans. The client objective was up

gradation and maintenance of its Mortgage Application System.

The Mortgage product is fully integrated, Web-centric, real-time

mortgage servicing solution that automates all mortgage

servicing processes from loan origination, credit appraisal,

credit enhancement, Escrow management, Foreclosure and payment

processing. Our team worked with all the concerned business

areas and was responsible for successfully provisioning the

project from inception until transition to the bank.

. Met with client groups to determine requirements and goals.

Utilized Rational Unified Process (RUP) to configure and

develop process, standards, and procedures and create a

Business requirement Document.

. Responsible for preparing Software Requirement Specification

(SRS).

. Created Process Work flows, Functional Specifications

documents.

. Provide implementation assessment, strategy, and mentoring

services for Rational Rose, UML and RUP.

. Interaction with the developers to report and correct bugs.

. Followed a structured approach to organize requirements

into logical groupings of essential business processes,

business rules, and information needs, and ensured that

critical requirements are not missed.

. Aided management in standardizing web applications by

preparing GUI standards and recommending alternatives for

incorporation in a phased, iterative manner.

9/98 - 8/00 Jammu & Kashmir Bank, New Delhi, India

Business Process Analyst

The system performed banking transactions such as check

facility, deposits and withdrawals. Also calculated interest on

accounts and handled customer inquiries.

. Involved with analysis of business requirements, URS, FRS and

the SRS. Analyzed the functional requirements and did

functional break out.

. Took a lead role in the design and development of the

application.

. Created use case scenarios and sequence diagrams for each

functionality of the module assigned to my team.

. Wrote generic functions as part of reuse (UML)

experimentation.

. Involved in Testing and post development support of the

application.

Environment: Windows NT/98/95, HTML 4.0, Internet explorer 4.0,

VB, Oracle

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