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Project Salesforce

Elk Grove Village, Illinois, United States
August 31, 2018

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S Gujjula

Salesforce Business Analyst

Email: PH: 216-***-****


A committed professional Business analyst including Salesforce for 5 years of experience in various domain Healthcare, Financial and Retail Industry with primary focus on Business process analysis, Requirement analysis, Data mining, SDLC(Elicitation, Analysis, Coding, Deployment and Testing), hands on experience in creating business workflows, use cases using MS Visio, MS office( Word, Excel, outlook), SharePoint, writing documentation (User stories, BRD, Test scripts) and In-depth knowledge and expertise on Classic, CRM applications, apex coding, Triggers- workflows.

Skill Matrix

Professional Experience

Inovalon (Maryland) Nov. 2017 to Till date

Salesforce Business Analyst (Agile/scrum,, SQL, SOQL, IAM / IDM, Apex, Tableau, JIRA, GAP Analysis)

Project: The project is building an application for Electronic claim processing(ECP) system and designed to implement billing, payment processing and EDI modules and involved expanding the then existing limits of number of payments on one check helping to reduce payment volumes following such as ASC X12 standards, HIPAA Code Sets ANSI 835, ANSI 837 and other HIPAA Code Sets.

Key Responsibilities:

Involved in defining the scope of the project along with the vision statement using Agile and waterfall methodologies.

Worked on HIPAA rules and regulations to draft business rules and claim processes.

Extensive knowledge of Medicaid, Medicare, Procedural and Diagnostic codes and Claims Process.

Did gap analysis for HIPAA 4010 837P and 835 transactions and HIPAA 5010 837P and 835 transactions.

Manipulated database by writing complex SQL queries, Stored procedures, database tuning, query optimization and resolving key performance issues.

Created business workflows on the claims module for the client to get a better understanding of software and prepared a detailed BRD including all functional and non-functional requirements.

Business Analyst Responsibilities:

Interacted with the client and technical team for Requirements Gathering and translation of Business requirements to Technical specifications.

Organized and conducted meetings, briefings, demonstrations and JAD sessions

Facilitated all the Scrum ceremonies like Daily scrum meetings, Sprint planning, Product Backlog Grooming, Sprint review and Sprint retrospective and involved in every scrum ceremony.

Created and documented the use cases, activity, sequence diagrams and Logical views using MS Visio, MS office and Rational rose for providing a clear understanding of the requirements for the development team.

Created Tableau dashboards using Stack Bars, Bar Graphs, Scattered Plots, Geographical maps, Gant Charts using show me functionality.

Define control objective and measurement for the corresponding IAM controls.

Report and resolve control issues as well defining measures with IAM teams and other stakeholders.

Providing service and information to providers / payers regarding outstanding balances, payment history, payoff amounts and potential for renewals

Salesforce Responsibilities:

Work within to assist with configuration and workflow processes, validation rules.

Migration of data from Microsoft Excel to Salesforce using Import Wizard.

Customize Page Layouts for Accounts, Opportunities and Contacts depending upon Users roles and groups.

Designed, and deployed the Custom objects, Custom tabs, Entity-Relationship data model, Validation rules, Workflow rules, Page layouts, Queues, Profiles, Roles, Users, Public Groups, and Sharing Rules.

Refactored Process Builders which have updates on same records to Apex code, as multiple recursion of Triggers is occurring because of updates on same record and if recursion is stopped we were missing some business functionality.

Experience in developing, maintaining and administering Salesforce Report and Dashboards

Built customized components replacing the existing ones; using JavaScript on the client side and Apex on the server side.

Worked in SOQL and SOSL with good understanding of Governor Limits for data manipulation needs of the application using platform database objects.

Wells Fargo ( Des Moines, IA) Jan. 2017 to Oct. 2017

Jr. SFDC Business Analyst (Waterfall /Agile, Classic Salesforce, CRM, RUP Tools, IAM / IDM, SQL Server, MS Office, JAD, UAT, TFS, Change management)

Project: The project was to maintain and improve their online check processing system and ensure that all the checks were processed without any backlog and with highest accuracy and efficiency also for better management of the pools of accounts to access the risk and return of each portfolio.

Key Responsibilities:

Implemented SDLC process and Agile cadence using TFS for tracking of software development features.

Oversee analysis/research/reporting for various functions (Regulatory Capital, Liquidity, Credit Risk, Operational Risk, Asset Management, Trading Portfolio, etc.), Banking Business Model Analysis

Arranged meetings with multiple teams to review the current process, addressing the issues for new payment process flow and documentation via SFTP for security.

Developed technical & financial requirements of Wealth Management finance / Accounting post processing liquidity front-to-back office of Derivative, Convertible Equities/Fixed income reports.

Business Analyst Responsibilities:

Gathered business requirements from the user and created databases for the client needs using SQL.

Prepared the standard operating document along with the scope document, vision document and exhaustive UML documents including the sequence diagram, activity diagram and deployment diagram.

Worked with developers to explain requirements and resolve issues and defects using Microsoft Team Foundation Server (TFS)

Was actively involved in scheduling meetings, conducting interviews with clients and trying to keep the entire project within the budget and time limits.

Performed GAP analysis using the AS-IS process flow document and the TO-BE process flow document.

Fully responsible for creating business process modelling of the existing and future system, creating low fidelity static mockups, and system transition design.

Prepared Business requirement document (BRD) and functional specification document (FRD) to tailor needs of client.

Salesforce Business Analyst Responsibilities:

Outlined the organization hierarchy and created profiles, roles accordingly in Salesforce; worked on visibility and security settings around them as required by the business.

Managed and deployed CRM solution to multiple departments within the organization.

Created new custom objects, assigned fields, designed page layouts, custom tabs, validation rules and components.

Developed cluster analysis to segment credit and debit card portfolios as well as provided marketing recommendations.

Configured security and sharing rules at object, field and record level for different users at different levels of organization.

Experience in data migration / bulk data using Data loader and Import wizard loading into Salesforce.

Integrate data from multiple sources and systems to generate routine or ad hoc reports

Creation and management of dashboard, reports, forms, templates and layouts within Salesforce

Designed different custom dashboards for various user groups based on their business functionality needs.

Developed cluster analysis to segment credit and debit card portfolios as well as provided marketing recommendations.

Nokia Wireless Technology (India) April 2014 to Nov. 2015

Business Analyst (RUP Methodologies, MS project, MS Visio, Visual basic, MS office, HTML, SQL, Shopping cart)

Project: This project enabled customers an automated, self-service for Reliance fresh project. This project encompassed necessary deliverables to fully integrate a custom-built application with company’s systems and develop reporting on performance metrics. The application supports cloud deliverable.


Visualized customer site navigation to identify bottlenecks, improve/enhance site navigation, increase customer satisfaction exercising Scenario Analysis.

Management, Account and Contact Management, Sales Forecasting, Content Development, Order fulfillment.

Analyzed and refined Business and Functional Requirements.

Initiated, exercised various strategies involved in website Usability, Functionality, Compatibility testing.

Exercised UML methodology in creation of UML diagrams such as Context, Use Case and Activity diagrams, Sequence diagrams, class diagrams using Enterprise Architect and Visio.

Maintained and monitored project progress and status through MS Project.

Responsible for leading & creating Identity & Access Management (IAM) technical delivery of IAM components

Created web page layouts for online applications using visual basic by coding on .NET programming.

Analyzed and exchanged administrator, designed, developed and maintained the web-based and automated accounting systems and various other applications using Visual Basic and SQL Server

Conducted JAD sessions with key stakeholders to discuss alternate solutions for Process improvement.

Asked the right questions using interviewing templates developed exclusively for business analysis elicitation.

Analyze product information using actuarial design documents, contracts, business processes, sales illustrations, annual statements, etc.

Demonstrated through Proof of Concept for sales online, functionality of already implemented SQL Modules (Procurement - Quoting, Sourcing and Order Management), which can be leveraged in existing process. (Price breaks, Multi- Currency etc.)

Determined the level of formality required and considered options for documenting and packaging requirements based on project type, priorities, and risks.

Applied strategy to Analyze, Categorize and Manage requirements.

System Analyst (MS EXCEL, Power point, smart draw, SharePoint, MS Word, SQL 2014) Feb. 2013 to April 2014


Worked with management at the project level in various stages of data analysis creating MS Excel charts (Pivot tables, VLOOKUP’s, formula and calculations) for project needs.

Troubleshoot production issues in a timely manner and provide internal support when needed.

Created custom forms in InfoPath 2010 for SharePoint 2010 Document Libraries

Prepared internal quarterly and annual portfolio monitoring reports.

Reviewed current trends in retail industry and created PowerPoint presentations for clients.

BB Online Solutions(Internship) Sep. 2012 to Dec. 2012


Continuously updated the mailing list database in Excel to maintain accurate client data

Completed all tasks assigned in a timely manner

Troubleshoot computers

Setup small business networks

Tools and Technologies

Methodologies: SDLC, Waterfall, Agile, Scrum, RUP

Project Management: Microsoft project, Microsoft office, Microsoft Excel, MS Visio, Visual studio

Reporting Tools: Tableau Desktop, Tableau server, JIRA, Rational Requisite Pro, Clear Case, Clear quest

Business Analysis software: MS Visio, SharePoint, smart draw, Adobe Acrobat, Adobe Lifecycle Design

Salesforce: Visual Force (Page, components, controllers), Email templates, Workflows & Approvals, DML, Import Wizard, SOQL, SOSL

Change Management: Stakeholder Analysis, Change classification, Prioritization and Implementation

Operating systems: Windows 7/2008/2003/XP, Mac, LINUX

Languages: C, Java, Visual basic, HTML, SQL, APEX, JavaScript

Certifications and Achievements

Successfully completed Salesforce Administrator certification.

Successfully got Tableau certificate for Tableau desktop 10.5 in 2018

Worked as Volunteer and College representative about 3 years for National Social Service(NSS) & several activities, events and camps to create awareness on education, health, hygiene & first aid.

Did National Cadet Corps(NCC) certification both B and C during 2012 and 2014


Masters (Computer & Information science) 2016 – 2017

Kent State University, GPA: 3.6

Bachelors (Electrical and Electronics Engineering) 2011 - 2015

Jawaharlal Nehru Technological University, GPA: 3.5

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