RISHI ANDAY
*** ********** ***, **********, ** **414
***********@*****.***
CRM Solutions Architect/ Functional Lead
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CRM Solutions Architect/ Functional Lead with a broad background in Management Consulting
Services, e Business Technology, Project Management, Program Office and Project Development.
For more than 10 years, Rishi has provided strategic business and technical vision, best Practices,
project management and solutions development for Senior Management, ERP implementations,
shared service center designs, CRM implementation, infrastructure and information technology
planning .
A career dedicated to successfully managing projects that solve business
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challenges using technology in major corporations. Consistently recognized for
understanding and leveraging information technology to meet business
requirements, improving expense ratios, and providing customer service.
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Skills and General Experience
Oracle Functional Consultant with more than 10 years of in depth experience in all modules
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involving Quote to Order and Order to cash flow ( from point of sale to final payment) in oracle
eBusiness Suite specializing in Oracle Sales Online and Oracle iStore applications
Excellent oral and written communication skills; both interpersonal and presentation level
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Excellent organizational skills ; Managed large and small on site, virtual project and
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outsource management teams optimizing for cost, compliance, efficiency and
performance
Process analysis and re structuring for streamlines business and IT operations.
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Vast experience with implementation of CRM and Financial Reporting applications,
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specifically Oracle iStore, Oracle iSupport, iPayment,, Order Capture, Marketing Online,
Quoting and the underlying modules (Inventory, Order Management, CDH, BOM,
Advanced Pricing)
Highly creative and customer oriented, with an overall understanding of the “Big Picture”.
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Experienced with various software development methodologies and Software Development
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Lifecycle. (AIM, AGILE)
• Expertise in CRM service modules, Customer Data Hub, Sales and Service Contracts, Installed Base,
CRM Foundation, Tele service, Field Services, Depot Repair, Istore, Advanced Collections and
Incentive Compensation
Professional experience
September 2010 Present
School Specialty is an education company serving the prek 12 market with supplemental learning
products, school furniture, children's publishing and specialized buying services. Focus is
designing, developing and marketing innovative products, services and ideas that help teachers
engage and inspire students of all ages and abilities. School Specialty approaches school districts
and school administrators through their sales force of over 300 professionals, the Education
Essentials general supply catalog and the School Specialty Online education site, (a B2B business
to business portal).
Sr. Functional Consultant
Oracle iStore, Order Management,Advanced Pricing and Reporting
• Defined Project Scope, Objective and Approach that supports business goals in
collaboration with senior management and stakeholders.
• Provided strategic recommendations for modifying business processes and prepare “To
Be” business model as per the reengineered processes.
• Studied and analyzed cross functional / cross module (Finance and Order Management )
integration requirements and configure solution prototype accordingly
• Worked with business users on iStore Enhancements Requirements gathering, scenario analysis sessions and managed the client’s expectations by performing
map/gap analysis and gap justification processes
• Created Detailed Requirements gathering documents (BR100), functional
documents (MD050’s) and acted as an SME for the development team during their
development efforts.
• Provide strategic recommendations for modifying business processes and prepare
“To Be” business model as per the reengineered processes.
• Identified certain gaps and suggest workarounds / customizations for functionalities
not available in the standard product.
• Studied and analyzed cross functional / cross module (Finance and Order
Management ) integration requirements and configure solution prototype accordingly
• Designed and Generated weekly revenue report which summarized the sales
through various channels
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May 2006 – August 2010
Office Depot has historically grown by acquisition and, as a result, has many disparate systems,
globally. They decided to consolidate and utilize a single global instance of Oracle to streamline
their global operations, allow them to add more companies with a global template and achieve
‘best in class’ customer service. 50% of their corporate revenue is derived from their
eCommerce business with myriad websites tied to different business and country based entities.
They purchased the Oracle eBusiness Suite, Oracle Financials and Oracle CRM Suite to
accomplish their goals. They are retaining their current eCommerce systems but need to
consolidate them and blend them into the Oracle systems with a global template for all websites.
Functional Lead / QA Lead Oracle CRM
Customer Data Hub and Trading Community Architecture, Oracle Sales Online, Territory
Manager, Siebel CRM – On Demand
• Led requirements gathering scenario analysis sessions and managed the client’s
expectations by performing map/gap analysis and gap justification processes.
• Managed solution design process (BP 080) which involved business process design for
sales
Prospect – Lead – Opportunity Customer
Customer – Lead – Opportunity Sale
• Led implementation of Oracle Sales Online application for OfficeDepot Sales
Organization which is being currently used by 1300 Sales reps across US serving around
200k Contract Customers .
• Worked on creating custom data models for sales organization which generated leads
against Prospects and existing Customers
• Worked on design of “As Is” and “To Be process” flows for global contract customers,
commercial customers and consumers
• Worked on structuring of the Oracle TCA and Customer data hub to enable web users,
super users and mega users (and mega buyers) to be captured within the Oracle eBusiness
and CRM modules.
Created and managed project timelines and adhered to customer and company budgets
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Implemented solutions for customers to monitor, manage, and successfully report
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against their business processes
Documented customers repeatable processes and incorporate technologies to automate
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them by leveraging workflow tools
Software technologies include: SOA based software, SQL databases, Oracle databases,
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SaaS for data hosting and XML.
• Worked with third party vendors like Trillium on strategy for data cleanup and data de
duplication efforts.
Managed QA Team and tracked defects and issues via the use of Mercury Quality
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Center
• Worked on Requirements Gathering and involved in setting up CRM On demand for
Telephone Assisted Manager Project
March 2005 – April
2006
Principal Consultant
Customer Data Hub and Trading Community Architecture, Oracle iStore, Territory Manager,
Managed Services Implementation
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Conducted I Store Techno Functional Deep Dive workshop for the client which
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involved sales presentation of the product, followed by the functional discussion
and technical architecture discussions.
Conduct ed business requirement gathering sessions(BR 030) with SME’s and was
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involved in the business process design(“As Is” and “To Be”).
Managed solution design process (BP 080) which involved business process design
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Managed the planning and timing for various instance migration to the Oracle
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hosting Environment with the Oracle hosting team
Set up process for change requests and business case analysis
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Conducted status meetings with and for management
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Conducted risk and issues meetings with teams and management.
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Platform was Oracle 11.5.10, using Oracle Hosting Services
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TracFone® Wireless is the largest independent nationwide provider of Prepaid
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wireless communication In the US .Established in 1996, the company was first to
introduce a pay as you go wireless service with no contracts,no Hidden taxes.
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Consulting Project Lead November 2004 – March 2005
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Oracle CRM Implementation, Content Management and Workflow
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Managed the integration/Conversion strategy of Content Manager with existing
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website in web logic allowing users to browse for phones and promotions on the
corporate website, the largest independent nationwide provider of prepaid wireless
communications
Solutioned and Designed the Custom Workflow Approval Process to Manage the
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Changes by Segmenting the type of Change based on the Complexity of the Change
Managed the Team in Designing the Technical Architecture (3 Tiered Approach),
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Requirements Gathering and solutioning and Interface Design.
Project Lead on the integration work that included custom JSP, Java and PL/SQL
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coding to extend the Oracle Content Manager Module to interface with Clarify.
Worked on Project Charter Development, Resource scheduling, Budget Management
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and Periodic updates to Senior Management on the health of the project and
deliverables
June 1999 – March 2005
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Danka Office Imaging provides document solutions and related services and supplies in the United
States. They offer office imaging products and solutions, such as digital and color copiers, digital
and color multifunction peripherals, facsimile machines and software products. Danka also provides
various contract services, including professional and consulting services, maintenance, leasing
arrangements, technical support, and training services.
Project Lead /Solutions Architect
Oracle iSupport, Oracle iStore, Field Service, IVR, Territory Manager, Sales Online, Quoting
and Proposals
Set up processes, forms and procedures for Risk recognition and mitigation
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Developed Transition and Training Plans
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Led Requirement gathering sessions with Business for Trade Management and was
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involved in functional setups .
Managed Implementation of iStore including setting up the minisite, product
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hierarchy, relationships, prices, media objects, template mappings, and content
components.
Designed the look and feel of iStore using the Danka colors and logos.
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Helped with the customization of the iSupport JSPs and adding new Java business
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logic.
Managed the integration of iSupport and iStore allowing for one sign in.
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Worked on design of custom pricing for the “Entitlements” based on the
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Customer’s contracts with Danka.
Oversee technical architecture and overall solution of myDanka Release 2 project
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Provide guidance on product functionality and best design for extensions
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Update and validate project plan on a weekly basis working closely with Business
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Users
Provide weekly updates on project progress and project financials to customer
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Control scope of project and oversee submission of change requests when required
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Oracle ISupport Subject matter expert
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Helped with some of the initial work involved to change the look and feel.
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Involved in testing the completed product with the Business user, validated test
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documents.
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Field Service:
• Technical Architect and Subject matter expert from design through
implementation.
• Performed and documented the analysis of the “FailFast” items. The document
included the “FailFast” item details, relevant out of the box iSupport
functionality, recommended extensions and assumptions
• Tasks included attending customer requirement meetings, conducting business
requirement meetings, documenting the LOEs for the extensions, and helping
with the project plan and task/resource assignments
Customized the Homepage, Service call flow to Resolution and created a module
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where Customer can generate Reports..
Involved in Setting up the Roles, Responsibilities and permissions for different
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types of Customers.
Led a team of 12 developers thru the complete release cycle. Trained team
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members on the interface and customization process for different CRM modules.
Conducted code reviews with the developers.
Sales Online, Territory Management& Quoting
Involved in the Requirement Definition and design phase which included
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meeting with the Business/End users and get the requirements and finalize on the
scope and design of the project and assist in preparing MD050 Document.
Worked on setting up the profile options, Security setups (Responsibilities, Menus
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and functions) to make Sales Online Module work without affecting other
applications. Knowledgeable about the functionality of Territorial hierarchy, Mega
Processes, Campaigns, Lead import process, Opportunities, Forecasting
Techniques
Worked on Customizing intelligence jsp reports in Sales Online Which provides
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Sales personnel additional information about the customers contracts,
expirations,MIF(Machines in field) reports and customized 360 view to suit
business requirements. Working on implementing the Campaign to Cash Mega
process (campaign Lead opportunity) and integrate quoting with the sales online
application. Working on lead import process which identified the various sources
of leads.
Worked on Implementing Configurator for Sales Force where Sales Person can
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configure the machine and produce a quote to the customer.
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EDUCATION:
Bachelors – Computer Sciences Engineering
Bachelors – Naval Architecture