Sandi L. Locke acf1q6@r.postjobfree.com

404-***-****

Cumming, GA 30041

Software & Application Experience

* ***** ********** ** **********.com Administrator and Business Analyst

Advanced skill level using MS Office: Access, Excel, PowerPoint, Word and

Outlook

Experience with Demand Tools, Data Loader, Conga, Jira, Business Objects-

Crystal Reports, MapPoint, Project, Visio

Various web-based data portals used to collect, import, and store large

amounts of data. (i.e. Salesforce.com, SASI Student Information System, RFP

proprietary to ADP, PartnerSource proprietary to MarketSource)

Professional Experience

Contractor - Salesforce Administrator / Business Analyst

5/13-5/14

Equifax / BizChair / FiberLight

. Salesforce.com System Administrator for over 80 users

. Created list views, reports and dashboards and responded to support

requests and train end users

. Support daily operations of user system including maintaining users,

creating custom fields, formula fields, page layouts, validation rules

and workflows

. Involved in Departmental discussions of SalesForce customizations and

integrations that would improve business processes.

. Evaluated all user roles and profiles for the purpose of "right

sizing" SalesForce licenses according to job responsibilities.

. Trained users on basic SalesForce functionalities.

. Troubleshoot system issues and repair or escalate to outsourced

developers.

. Created reports and dashboards

. Wrote all test scripts and coordinated testing efforts among

stakeholders

. Used Oracle/OBI to create reports and identify opportunities to

improve data (look for and correct inconsistencies so reports are more

accurate and reliable).

MedAssets Alpharetta, GA 7/10-11/12

Business Analyst & SalesForce System Administrator

. Salesforce.com System Administrator for over 500 users

. Assisted with initial implementation as well as subsequent releases

and upgrades.

. Created all executive and management level dashboards, which included

components for closed sales, pipeline and percentage achieved of quota

goal with drill downs to sales rep level.

. Worked with business units to gather requirements and build various

custom objects and define business processes including use cases

around the object functionality. In particular, the nominations and

registration process for the yearly customer convention in Las Vegas.

. Maintained documentation for SalesForce.com training and conducted

user trainings as well as promoted user acceptance.

. Conducted QA testing in Sandbox for each release implemented.

. Mass exported and/or updated records using Data Loader and Demand

Tools.

. Worked closely with Marketing team to create campaigns. This included

compiling potential campaign member lists according to campaign

demographics. Also created reports and dashboards to monitor success

of campaign through the sales cycle (lead conversion to

contact/account and opportunity stages)..

. Managed SalesForce cases and provided Tier 1 and Tier 2 end user

support and issue resolution.

. Generated ad hoc sales reports from SalesForce report types using

formula fields, bucketing, cross filers and joined reports.

. General configuration such as workflows, validation rules and field

creation.

. Created HTML email templates for various campaigns and sales

initiatives.

ADP TotalSource Alpharetta, GA 10/07-06/10

Sr. Business Analyst & SalesForce System Administrator

. Business Application Manager - Salesforce.com.

. Based on feedback from users and upper management, automated sales

processes to improve the user experience with CRM Application,

Salesforce.com, as well as improve data quality and reporting.

. Ran quarterly mass de-dupe and clean up of Leads, Accounts & Contacts

using Demand Tools

. Established myself as Subject Matter Expert for sales cycle and

analytics.

. Worked with upper management to gather requirements for reports and

sales automation initiatives and communicated business needs to

development team for each release of CRM application. Managed

development cycle through frequent communication with off-shore

developers.

. Collected and documented use cases including diagrams with basic and

alternate flows, definitions for use case actors as well as use case

indexes.

. Assisted Corporate SFDC Help Desk to troubleshoot and escalated user

issues as well as documenting entries for Case Solutions.

. Integrated data from various sources into complex reports using SFDC,

Crystal Reports, Access and Excel. Built macros in Access to automate

the reformatting of each imported table so data types of merged tables

were consistent and then output into Excel reports.

. Obtained marketing data from outside vendors and put through quality

assurance for import to salesforce.com as new leads.

. Created Reports using native Salesforce.com report module, Crystal

Reports and Demand Tools. Data from these multiple sources was

processed using Access and Excel.

. Composed training documentation and conducted webinars to show users

the proper way to work through leads, convert leads to accounts and

log events in Salesforce.com.

. Introduced and implemented SFDC Territory Management functionality to

users, which required a complete overhaul of account assignment

processes. Provided necessary documentation for requirements,

execution and training to all levels of users.

Projects/Accomplishments:

. Designed an Access database for administrators to assign territories.

This was a change from a shared Excel spreadsheet to automated choices

leaving no room for errors.

. Customized Telesales console

. Refreshed database by importing lists from outside vendor lists (Judy

Diamond, Sales Genie, DBT).

. Integrated data from various sources such as RFPs and quotas into

weekly activity reports using SFDC, Access and Excel

. Created custom Objects to collect data for other pieces of the

business

. Composed training materials for beginner, intermediate and advanced

user levels

Atlanta Public Schools Atlanta, GA 1/06-10/07

Contract Position, Business Manager, Morningside Elementary

Managed all business functions including budgeting/accounting, data

management, facilities/safety, technology, record keeping and

communication. This required strong organizational and follow up skills in

order to meet deadlines and maintain accurate records.

Dalco, Inc. Alpharetta, GA 3/05-6/05

Contract Position, Business Operations Analyst

Evaluated business needs for processing expenses, invoices and commissions.

Converted sales commissions tracking from Excel format to an Access

database in order to streamline processes for tracking payment of submitted

invoices and sales rep commission distributions.

MarketSource, Inc. Alpharetta, GA 6/99-2/05

Sr. Business Analyst

. Collected and analyzed data from a variety of data sources for ongoing

evaluation; provided analytical support by identifying trends and

suggesting strategies to assist management and the customer with decision

making.

. Utilized Access, Excel, PowerPoint and Word to create ad-hoc reports

using data exported from web-based data portals. This entailed

verification of data integrity and summarizing results.

. Conceptualized and documented processes and procedures for departmental

reporting methods to provide analysis of current state of business

including measurement of contract metrics, commission/bonus distributions,

invoicing, financial reporting, quality assurance and market analysis..

. Used Pivot Tables within Excel and Access to develop various management

reports. Responsible for reviewing and interpreting all queries and

reports to make sure the team is meeting client expectations.

. Became Subject Matter Expert of client's business processes and sales

needs.

. Primary liaison between business unit and IT development team to identify

requirements and communicate business needs for web based reporting

program. Managed release cycle through constant communication with

development team located out of state.

. Used technical writing skills to describe functional requirements for web-

based application. Also composed user manual for application and updated

supporting documents with new each new release.

. Used project management skills to coordinate user acceptance testing for

upgrades on web reporting system and communicated results to development

team and executive management.

. Initially hired as sales fulfillment analyst. Developed access database

to input orders, generate purchase orders, schedule installments and track

payments through commissions. Also provided customer service by following

up on installment schedules and troubleshooting problems - escalating

resolution when necessary.

Education

Georgia State University, B.S. Psychology, 1989

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