Sales Service

NEERAV GUPTA – ORACLE MDM/FUNCTIONAL ARCHITECT

Mobile: 203-***-****; Email: *******@*******.***

SUMMARY

More than Nineteen years of overall IT consulting experience in various capacities as a Project Manager/Functional Architect/Business Analyst/System Analyst in the entire spectrum of the development process including requirement gathering, planning, fit-gap analysis, application design, configuration setup, testing, deployment and Production Support

More than 15 years of extensive experience in Oracle Applications. Experience includes Ten full lifecycle Oracle Applications implementations with track record of on time delivery & customer satisfaction working as a MDM expert working in areas of PDH, CDH, Supplier Data Hub, EQD-P, Data Governance, CRM expert in the areas of Oracle Sales, Service, Marketing, Field Service, Interaction Center, Contracts, and Teleservice etc. and Supply Chain SME in the areas of Plan/Source/Make/Deliver

Demonstrated excellent functional, interpersonal and communication skills

MDM/Data Governance Expert having successfully architected Six Oracle Product Hub/Supplier Hub/CDH projects for Healthcare/Life Sciences, Insurance, Manufacturing, Gaming, Pharmaceuticals and Financial Institutions

Experience in Integration of Agile PLM with Oracle ERP-PDH

Certified Project Manager, PMP from PMI of US since 2005

Certified Six Sigma Green Belt, Certified Six Sigma Black Belt

Industry Verticals – Health Insurance/Healthcare, Manufacturing, Pharmaceuticals, Medical Devices, Life Science, Chemicals, Financial Institutions, Telecom, Software Services, Hardware Manufacturing, Real Estate

Experience in leading a team of technical/functional resources onsite/offshore/near shore

Experience in conducting Workshops for gathering business requirements and analyzing pain points for business and being the liaison between business and development teams

Experienced in Pre-Sales, generating new business, helping in project estimations and solutions

TECHNICAL SKILLS

MDM

Oracle PDH, Product Lifecycle Management, CDH, Supplier Data Hub, EDQ, EDQ-P, Informatica ETL, MDM Hub

Quote to Cash

Quoting, Order Management, Accounts Receivables, Advanced Pricing

ORACLE CRM:

(Functional)

Oracle Field Services, Mobile Field Services, iSupport, TeleService, Customer Support, Knowledge Base, Service Contracts, Territory Management, Resource Management, Customer Service, Interaction Center/Call Center, TCA, Data Quality Management, Oracle Sales, Telesales, Field Sales, Marketing Online, Install Base, Sales for Hand Held, Depot Repair, Spares Management, CRM Foundation, Oracle Accelerator, Advanced Inbound, Oracle Scripting, UWQ, Oracle Incentive Compensation

Other Functional skills:

Planning, P2P, Manufacturing, Shipping, Oracle Agile PLM, Wind Chill PLM, Inventory, AR, AP, GL, Shipping, DBI, Oracle UPK, Tutor, Oracle AME

Database:

Oracle 9i/8.x, Oracle 11g, SQL SERVER, Ms Access

Methodology Used

AIM, Oracle Accelerator

Business Intelligence

OBIEE, Hyperion: HFM, Planning, DQM, DRM, MDM, Shared Services, Smart View, Essbase, HFM Rules

Database/Reporting Tools:

Toad, SQL, PL/SQL, Discoverer

EXPERIENCE SUMMARY:

Client

EATON Corp, Cleveland, OH

Duration

May 2015 – Till Present

Role

Functional Architect/Business Analyst for PDH Implementation

Environment

Oracle PDH, MDM Data Governance

Description

Eaton is in the process of implementing PDH for its various manufacturing businesses and two of its businesses are already live in PDH but they have a lot more businesses and ERPs that need a product hub. They are implementing a Transactional Style Hub

Contribution

Responsible for conducting workshops for business users for gathering requirements

Responsible for Fit/Gap analysis and effort estimation for the gathered requirements

Involved in design decisions and directing teams for the best design

Responsible for signoff for the design created by Deloitte team and making sure that all the design elements are within the current PDH realm

Responsible for making sure that Functional Design Documents are correctly depicting the signed off design

Responsible for making sure that TCS and Eaton development team are correctly analyzing the functional design and working towards the signed off design

Responsible for reviewing the technical design documents created for the functional design

Responsible for Testing Strategy and writing test cases as per the requirements

Responsible for making sure the Industry Best Practices are followed

Client

Humana, Louisville, KY

Duration

June 2014 – March 2015

Role

MDM Lead/Functional Architect/PM for PDH Implementation for Medicare Business

Environment

Oracle PDH, Data Governance

Description

Humana is implementing PDH as a Product MDM solution for maintaining the business objects such as Medicare Plans, Packages and benefits across their overall Health Insurance business and this will be rolled out in phases across other domains such commercial and Medicare/Medicaid as well next year

Contribution

Responsible for designing MDM Strategy and Data Governance rules around the Medicare Plans/Packages which will be extended to other business segments such as Medicaid and Commercial as well

Responsible for overall design of PDH (Product Lifecycle Management)

Responsible for functional design for Medicare business

Responsible for analyzing the use cases and creating functional requirements and conducting Fit/Gap Analysis of all the requirements

Responsible for managing overall development for project

Responsible for managing data and metadata migration from one instance to another

Client

Biogen, Cambridge, MA

Duration

March 2014 – June 2014

Role

MDM Lead / PLM SME for Accenture’s project in Biogen

Environment

Oracle and Agile PLM, Data Governance

Description

Accenture is driving a business process redesign for Biogen’s Supply Chain

Contribution

SME for Oracle PDH, ERP and PLM

Responsible for carving out MDM Strategy for Product Domain which will be scalable for other domains like Supplier and Customer in future

Responsible for creating Data Governance Charter and DG Strategy for managing the master data at Biogen

Responsible for creating decision trees for classifying various attributes across multiple domains

Involved in creating a BIG (Business Information Glossary) for technical and business terms to be used in the design and implementation phases

Involved in creating an Item Setup Process across PLM/PDH/ERP

Client

Cummins, Columbus, IN

Duration

June 2013 – March 2014

Role

MDM Lead/Functional Architect for Product Data Hub Implementation

Environment

Oracle R12.1.3 EBS including PIM, Inventory, BOM, Wind Chill PLM, EDQ, Data Governance

Description

A business team lead project for implementing MDM across Cummins with Supplier, Product and Customer Hubs along with EDQ for Data Quality

Contribution

Lead the business requirement gathering process with six stakeholders for Product Hub, Data Quality and Data Governance requirements.

Architected the Catalog and Category design for more than 4000 different classifications coming over from Wind chill PLM

Architected the Attribute Groupings and their structures with more than 6000 attributes that will be interfaced from PLM

Helped the technical team in Data Profiling from 33 various product sources to be converted to Product Hub

Conducted training and KT sessions regarding the templates and documents to be followed in the whole MDM initiative

Helped in creation of Data Governance Councils for Tactical and Strategic structures

Imparted the Industry Best Practices around data standards to Cummins team

Involved in creating BR Workbook and created Functional Requirements for BR Requirements

Created Process Flows for these business requirements

Helped the technical team to create and analyze the DFDs, helped in creating system and technical requirements

Client

Nintendo of America, Redmond, WA

Duration

June 2012 – June 2013

Role

MDM Lead/Project Manager/Solution Architect for Product Data Hub Implementation

Environment

Oracle R12.1.3 EBS including PIM, Inventory, BOM, Agile PLM

Description

Nintendo of America (known as NOA) is implementing the whole EBS suite and I am responsible for the PDH implementation part of it. NOA has more than 20000 finished goods and much more items to be tracked under PDH

Contribution

Lead the requirement gathering process using vision instance to demo the features of PIM

Architected the Catalog and Category design for various types of Finished Goods such as Digital, Physical, Licensing and Development items

Architected the Attribute Groupings and their structures with more than 480 attributes

Data Governance setup as per NOA requirements

Designed publishing of the items from PDH to 6 external systems using SOA

Integrated Agile’s new part introduction to a new item in PIM using PIP over SOA (Service Oriented Architecture)

Incorporated Change Management Policies for Data Steward Group and other users

Designed the 20000-item conversion to PIM from Agile and legacy systems

Created UPKS

Lead the team of 5 technical and functional consultants

Client

Prudential Financial, Hartford, CT

Duration

Mar 2011 – May 2012

Role

Project Manager/Solution Architect/MDM Lead for Product Data Hub Implementation

Environment

Oracle R12.1.1/R12.1.3 EBS including PIM, Inventory, BOM, PDQ

Description

The project is catered to setup Investment Fund structure for Prudential in a systematic and categorized way so that the new fund setup is a better process using NIR with approvals and Change Management

Contribution

Lead the requirement gathering process using vision instance to demo the features of PIM.

Architected the Catalog and Category design for various funds.

Architected the Attribute Groupings and their structures with more than 200 categories and 600 attributes for each category.

Data Governance setup as per Prudential requirements.

Designed 6 inbound financial feeds to PIM using PDQ datalenses and for updating the funds with new attributes on a daily basis.

Designed the Change Management system integrated with this PDQ inbound batch process in order to track the history of the daily updates using custom PL/SQL coding.

Designed the Fund of Fund structure using Oracle BOM and integrating with PDH.

Configured various BOM structures in order to create the Fund of Fund BOMs.

Designed the 9000 fund conversion to PIM from legacy system and excel sheets using Oracle API and Data stage jobs.

Created Training documents and conducted PIM training for 25 super users and Business Analysts.

Phase – I implemented in September 11 with 220 users using the system.

Lead the team of 5 technical and functional consultants.

Responsible for Project Plan and it’s timely delivery for Phase-I and Phase-II.

Client

KCI, San Antonio, TX (through IBM Global Services)

Duration

Nov 2009 – Mar 2011

Role

Call Center, Order to Cash Functional Lead Consultant

Environment

Oracle R12.1.3 E-Business Suite including Oracle TeleService, Agent Dashboard, Sales, Quote to Cash, Shipping, Install Base, Field Service, Mobile Field Service, Oracle Territory Management and CRM Foundation

Description

The project involves implementing full E-Business Suite with my focus on Call Center/Order Initiation process. KCI is medical equipment (Healthcare) maker with focus on Active Healing Solutions for Acute, Post Acute facilities and Homecare. Their main products include Therapeutic Support Systems (beds), Negative Wound Therapy using VACs. Rental is their main business model so Call Center’s focus is taking customer calls for new orders, order updates and service. These orders get delivered using their Field Service or via Shipping

Contribution

Architected and designed the layout for new User Interface for Call Center agents to ease their order taking process and minimize the time taken to complete a call using OAF, Agent Dashboard and PL/SQL programming.

Created the High level and Low level business processes for the functioning of new User Interface along with business.

Gathered all the requirements for rental and sale models for Acute Care, Post Acute Care and Homecare business.

Identified all the new data elements for Payer Information (Primary, Secondary and Tertiary Information) for any new order (rental/sales).

Designed the flow of data from Quote to Order to Shipping/Field Service Delivery to phone/field Support.

Designed the automated Service Request/Task creation using APIs initiated from Order Line flows.

Integration with Mobile Field Service for the delivery tasks, pickups and service calls.

Designed various approval processes within Oracle AME for creating approvals in Quoting.

Designed QA Check process for different Holds (TCA, PO, Credit), DSL (Distribution Sourcing Logic) and Products allowed.

Created MD050 documents for the new User Interface.

Gathering requirements for Knowledge Base

Working closely with technical consultants for the data conversion for historic issues, solutions and reporting

Client

Penn Color, Hatfield, PA

Duration

Feb 2008 – Sep 2009

Role

Oracle Lead Functional Consultant

Environment

Oracle R12.04 E-Business Suite including Oracle TeleService, Sales, Telesales, Quote to Cash, Oracle Territory Management and CRM Foundation

Description

The project involved implementing CRM modules such as CRM Foundation, Sales, Oracle Teleservice, Quoting and DBI for all these modules. These modules are required for implementing the New Product Development process used by Penn Color which will be integrated with Oracle OPM modules

Contribution

Responsible for conducting the initial demo for all the above modules.

Created MD50 documents for constructing new forms within Oracle Sales application which would act as RLW (Request for Lab Work).

Created MD50 documents for creating a search page for the RLW forms.

Created MD50 documents for new “TAB” within the Opportunity screen from the where the RLW forms are created.

Responsible for creating Product Categories for Sales application.

Defined the process of Opportunity > RLW > Quote > Sample Sales Order for shipping samples created within different labs.

Responsible for doing Gap Analysis for Sales and Teleservice modules.

Responsible for setting up CRM Foundation including Sales Territories, Resource Groups for Service and Sales.

Created Defaulting Rules within Quoting module (new feature within R12).

Responsible for integrating Quoting with Order Management and Shipping modules.

Responsible for creating qualifiers and modifiers in Pricing for implementing Pricelist for the Sample Shipment process.

Responsible for setting up of Teleservice module which includes the new Customer Support Specialist area for Tech Support group (the web interface) and mapped different SR Types with different responsibilities for creating a separate application called Issue Management.

Used the Extensible Attributes in order to add new fields to the web interface of Teleservice.

Used Oracle AME for creating different approvals in Quoting.

Created BR100 docs for all the modules implemented.

Created MD050 documents for a new workflow for Opportunity notifications.

Involved in setting up the process of converting prospects to Oracle from Salesrep’s territories and then creating accounts for them.

Worked closely with technical consultants for the data conversion for historic issues, solutions and reporting.

Created UPK documents for all the business scenarios within PIM, Sales and Teleservice side for training the users.

Trained all the sales and Lab users in all the modules implemented.

Provided support for the live system.

Client

Vocollect, Pittsburgh, PA

Duration

Apr 2007 – Jan 2008

Role

CRM Functional Lead Consultant

Environment

Oracle R12 E-Business Suite including Oracle TeleService, Knowledge Base, iSupport, Install Base, Service Contracts, CRM Foundation.

Description

The project involves implementing CRM modules such as CRM Foundation, Service, Service Contracts, Depot Repair, Knowledge Base, Email Center, iSupport, Install Base and DBI for all these modules.

Contribution

Lead functional consultant for Teleservie, Knowledge Base, iSupport and Email Center.

Responsible for setting up of CRM Foundation including Service Territories, Service Contracts Territories, Resource Groups for Service and Email Center.

Responsible for setting up of Teleservice module which includes the new Customer Support Specialist area for Tech Support group (the web interface) and the Customer Support for the Customer Service group.

Responsible for setting up of a customized solution for the web Agent Dashboard for ‘Escalating a Service Request’. This feature is still not available for the web Teleservie module.

Used the Extensible Attributes in order to add new fields to the web interface of Teleservice.

Responsible for setting up of Knowledge Base including KB basic setups, Authoring Flows and Repositories of archived solutions.

Worked on integration of Teleservice with Email Center.

Created MD50 docs for all the extensions and reports.

Created BR100 docs for all the modules implemented.

Involved in customizing the Business Rules using BRM for setting up of various reminders and notifications along with auto Service Request and auto Task escalations based on certain rules.

Involved in integration of Service with Contracts and Depot Repair.

Worked closely with technical consultants for the data conversion for historic tickets, solutions and reporting.

Conducted 4 CRPs (Conference Room Pilot) for the super users and the functional users.

Responsible for setting up the iSupport user hierarchy for clients and partners for Vocollect.

Client

Site Stuff, Austin TX

Duration

Feb 2007 – April 2007

Role

CRM Functional Lead Consultant

Environment

Oracle 11.5.10 E-Business Suite including Oracle Sales Online, Marketing Online, Telesales, Pricing, Install Base, Service Contracts, CRM Foundation.

Description

The project involves implementing Oracle Sales and Telesales during the 1st phase and carrying out the gap analysis for Marketing and Service Contracts modules.

Contribution

Implemented Sales and Telesales modules.

Worked on setups of Sales and Telesales modules.

Setting up of CRM Foundation configurations like Sales groups and Territories.

Defined Lookup codes and profile settings throughout the modules.

Defined the DFF for CRM Foundation and configured the Personalized Sales Dashboard.

Supported the issues in Customer Support and Service modules.

Integration of Sales with Outlook

Client

HYPERCOM, Phoenix AZ

Duration

Nov 2006 – Jan 2007

Role

CRM Functional Lead Consultant

Environment

Siebel CRM

Description

The project involves assessing the CRM requirements for the Sales, Marketing and Service users.

Contribution

Created a CRM Assessment Document to assess the needs of the Sales, Marketing and Service users.

Created a consolidated BRD for the CRM needs of the users.

Created a RFP Matrix after collecting requirements from all the higher sales and marketing users to be sent to the CRM vendors like Oracle, Siebel, Microsoft, Salesforce.com.

Created a RFI worksheet with the prioritized requirements from the users for the CRM vendors.

Involved in the vendor and software selection process.

Client

Ontario Systems, Muncie, IN

Duration

May 2006 – Oct 2006

Role

Oracle CRM Functional Lead Consultant

Environment

Oracle Accelerator, Oracle 11.5.10 E-Business Suite including Oracle Sales Online, Oracle Marketing Online, TeleService, Telesales, HTML Quoting, Forms Quoting, Pricing, Install Base, Service Contracts, Depot Repair, CRM Foundation.

Description

The project involved implementation of Oracle Sales Online, Oracle Marketing Online along with Telesales and its integration to Quoting and Pricing and Order Management. Next phase includes implementation of Service Contracts. This implementation was done using the Oracle Accelerator Tool and the full Oracle E-Business Suite was implemented for the client.

Client

ROCKFORD CORPORATION, TEMPE AZ

Duration

September 2005 – April 2006

Role

Oracle CRM Functional Consultant

Environment

Field Services, Spares Management, Service Contracts, TeleService, CRM Foundation, Knowledge Base, Interaction Center and Advanced Inbound

Description

The project involved implementation of Oracle Field Services, TeleService, Interaction Center, Advanced Inbound and Service Contracts as a part of Overall migration towards Oracle Applications.

Client

OneOK, Tulsa, OK

Duration

Feb 2005 – Aug 2005

Role

Oracle CRM Functional Consultant

Environment

Sales online, Telesales, Territory Management, Marketing Online, Oracle Quoting

Description

Involved in implementation of CRM Modules i.e. Sales Online, Marketing Online, Telesales, and other Foundation Components like Territory Management, Resource Management, Task Management, Install Base, Knowledge Base and Fulfillment.

Client

Xerox Corporation, NY

Duration

June 2004 – Jan 2005

Role

Oracle CRM Functional Consultant

Environment

Oracle Apps 11.5.9

Description

Implementation of Oracle Apps 11.5.9, inclusive of: Field Services, Service Contracts, Installed Base, Depot Repair, Spares Management, Knowledge Base and CRM Foundation

Client

Emerson Motors, St Louis, MO

Duration

Oct 2003 – May 2004

Role

Oracle CRM Functional Consultant

Environment

CRM Foundation, TCA, Customers Online, Install Base, Data Quality Management.

Description

Project involved Implementation and Customizations of Oracle Trading Community Architecture, Data Quality Management and Install Base Management. Major contribution involved toward integration with other Oracle Modules.

Client

Double Click Inc, New York, NY

Duration

Jan 2003- Sept 2003

Role

Oracle ERP/CRM Consultant

Environment

Service Contract, Field Services, TeleService, iSupport, Contract Core implementation, Knowledge Base

Client

McData Corp, Broomfield, CO

Duration

May 2002 – December 2002

Role

Oracle CRM Functional Consultant

Environment

Marketing Online, Sales Online, Telesales, CRM Foundation implementation.

Client

YSI Inc, Yellow Springs, OH

Duration

Oct 2001– April 2002

Role

Troubleshooting / Functional Analyst

Environment

Oracle Field Services, TeleService, Spares Management, CRM Foundation, Customer Service, Resource Management.

Client

UBS, New York

Duration

Jan 2000- Sept 2001

Role

Senior System Analyst

Environment

Oracle 8i, Lotus Notes/Domino

Description

Client Calling System is the Call tracking tool for the Investment Bankers at UBS, which helped them tracking clients using the reporting, and search feature of this tool.

Client

Bayer Corp, West Haven (Life Science/Healthcare)

Duration

Jul 1997- Dec 2000

Role

Senior System Analyst

Environment

Oracle 8i, Lotus Notes/Domino

Description

Developed various application using Oracle and Lotus Notes for New Hire Management, Clinical Trial Systems, New Product Introduction etc

Education:

B.S in Computer Science from PCCS, New Delhi, India

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