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Microsoft Dynamics Business Analyst

Location:
Houston, TX
Posted:
October 16, 2023

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Resume:

PROFESSIONAL SUMMARY

Business analyst with over *0 years of experience in the field of Finance, E-commerce, and Healthcare Domains with a focus on understanding business needs, identifying implementation requirements, and determining business solutions for business processes based on complex software projects that include system development components, business process improvement, strategic planning, and policy development.

Skilled in requirements elicitation, documentation, and approval processes.

Proficient in conducting Business Analysis and Data Analysis for projects and product teams.

Capable of researching Microsoft Dynamics 365 platforms, navigating the system, and querying data from both relational and no-SQL databases.

Experienced in developing Business Requirement Documents (BRDs) and collaborating with QA Resources to create comprehensive test cases.

Proficient in producing Standard Operating Procedure (SOP) documents specific to Microsoft Dynamics 365, driving their adoption among Business and IT User stations.

Demonstrated expertise in end-to-end implementation of projects, encompassing design, configuration, testing, training, cutover, and reporting.

Possess experience working as a Business Analyst in Microsoft Dynamics 365 project/product teams, with a focus on leveraging agile methodologies.

Experience in data migration and translation using middleware and Dynamics 365 CRM.

Proven ability to deliver business analysis and system development/configuration deliverables, driving process improvement initiatives.

Good understanding of the Software and Systems development life cycle ensuring comprehensive project management.

Possess Business Analysis skills including stakeholder engagement, gathering business requirements, identifying functional requirements, use cases, assessing proposed solutions, performing As-Is and To-Be analyses, as well as helping design the solution, and working with the development and QA teams to develop and test the solution.

Good Business Documentation skills in areas such as Business Requirements Documents, Use Case Documents, Functional and Non-functional Specifications, System Requirement Specifications, UML diagrams (Use Case, Class, and Sequence), Traceability Matrices, Change-Version Control, Training and User Manuals, Test Plans, and Project Executive Summary documents.

Possess knowledge in delivering high-quality business/software requirements in different SDLC environments, ranging from Agile (SCRUM and KANBAN) to Waterfall.

Experience with overall business/functional/non-functional requirements gathering, documentation, walkthrough, signoff, and change request process.

Experience in tracking and producing key metrics and reports like JIRA reports and weekly and monthly reports.

Experience in conducting User Acceptance Testing (UAT), SWOT Analysis, Cost Benefit, and Impact Analysis.

Skills

Business Process Analysis & Design Business Process Improvement Requirement Gathering Project Management Process Mapping Process Mining Gap Analysis Impact Analysis Data Integrity Visualization Roi Analysis Feasibility Analysis Complexity Analysis Data Mapping and Modelling Behaviour-Driven Development Agile Methodologies Wireframe-Mock-ups JIRA Confluence UML JAD Sessions SQL SQL Server MS Access Balsamiq Mock flow BPMN Scrum / Kanban Frameworks Microsoft Office Suite Microsoft SharePoint Microsoft Visio User Stories Continuous Service Improvement (CSI) Microsoft Dynamics 365 Total Quality Management (TQM) ITSM ServiceNow ITIL Framework Stakeholder Relationship Management Quality Assurance (QA) Power BI System Implementations Project Management Application Design and Optimization

Professional Experience

TD Bank, Andover, MA Aug 2022 – Present

Lead Business Analyst

Facilitated discovery meetings to conduct feasibility analysis and formalize the intake questionnaire.

Developed the Process Design Document (PDD) encompassing both As-Is and To-Be processes, documented business, and functional requirements, and successfully obtained sign-off for the PDD.

Engaged with subject matter experts (SMEs) to collect and synthesize business and system requirements, gaining a deep understanding of the business rules and target applications.

Reviewed and validated the SDD prepared by SME based on the requirements gathered from the PDD.

Worked with RPA developers and design leads and ensured the requirements captured are thorough and valid and worked as a SPOC for the project.

Engaged in comprehensive discussions with the business to finalize the format for MI Report pertaining to the process.

Reviewed test cases and participated in PAT testing and raised defects.

Engaged in Production calls and collaborated with the provision/access analyst to finalize the EP Review Document, ensuring alignment with the PDD (Process Design Document).

Assisted with the Smoke Testing for the process with developers, SMEs, and provisioning analysts.

Helped in conducting validation test calls during the process deployment from the Pre-Production (PAT) to the Production (PROD) environment.

Scheduled daily calls with businesses during HyperCare and helped in fixing the issues in the environment.

Conducted verification of the delivery guardrails with the Delivery POD led to ensure process compliance.

Bank of America Feb 2020 – Jul 2022

Lead Business Analyst (Microsoft Dynamics 365)

Worked with cross-functional teams to analyze and document business requirements.

Organized and conducted requirement gathering sessions, converted requirements to functional specs and functional design documents, implemented system configurations, and developed UAT test plans.

Coordinated and performed UAT testing with business users.

Ensured a high level of product best practices based on Microsoft Dynamics 365 standards and supported configurations.

Facilitated the collection of data sets from multiple sources to provide insight into the data based on business needs/requirements.

Worked on cross-functional projects to represent the requirements and expectations of the tech and finance teams.

Work with finance and Business Intelligence teams to analyze reporting needs and implement reporting solutions.

Determined reporting efficiencies and implemented solutions to provide accurate and timely financial information.

Work with the finance team to provide functional support for the financial, operational, and reporting systems.

Troubleshooted issues and identified solutions to increase operational efficiencies.

Assisting in the implementation and support of Dynamics 365 solutions.

Developed and presented solutions to meet current and future business needs.

Helped with the implementation of D365GL and built a solution to support new clients.

Migrated existing clients from QuickBooks to D365GL.

Provided support in configuring D365GL, integrating it with other platforms, and developing reports within the D365GL system.

CVS Healthcare Apr 2018- Jan 2020

Sr. Business Analyst

Supported the team members with the solution planning process throughout the Agile lifecycle.

Involved in the project discussions and provided inputs to the creation of project charter development during the initiation phase of the projects.

Gathered requirements through elicitation and interviewing various SMEs and ensured that the requirements captured were documented in a comprehensive, clear, and testable manner.

Worked with business teams to define and document the business requirements and acceptance criteria for the projects throughout the development lifecycle.

Documented and maintained test scripts by liaising with the test team.

Performed UAT testing and manual regression testing for the application as needed.

Executed UAT test cases and reported defects to development and test teams through Jira.

Worked with the UI designers and provided them with mock-ups for the project to build KPI frameworks.

Designed KPIs for the project using Balsamiq and Visio.

Used the application tools of WBS to decompose the work in parts and work on it separately.

Coordinated with the usability teams in the development of screen mockups during the requirements gathering phase and incorporated them as a part of the solutions requirement package.

Supported the development and testing effort by validating the requirements and performing change management, if necessary, throughout the project lifecycle.

Developed Solution Requirements Package which included functional requirements, non-functional requirements, interface requirements, testing requirements, scenario grids, process flows, and requirements traceability matrix.

Worked hand in hand with the Project Manager to ensure adherence to project timelines & deliverables using MS Project.

Utilized Atlassian Confluence to maintain project requirements.

Created Jira Dashboards for IT leadership.

Involved in the User training sessions conducted by the usability teams to make sure the application developed met the requirements acceptance criteria and updated multiple teams and users about the changes related to the project.

Published meeting minutes and supported in developing project plans and requirements estimation.

Provided regular verbal and written status updates to the executive management and business teams.

Citi Bank Jan 2017- March 2018

Sr. Business Analyst

Worked closely with functional teams and business units to clearly understand the processes to be automated.

Documented the current state of (end-to-end business) processes by creating “As Is” process maps.

Created PDD with As-Is and To-Be Processes and documented business and functional requirements.

Led discovery meetings to perform Feasibility Analysis.

Documented risks, assumptions, and dependencies associated with the processes.

Quantified automation opportunities performed ROI estimation, and articulated business cases for improvement and automation.

Worked with SMEs to collect requirements and details on exception handling, file & data types, and applications used.

Work with RPA developers and design leads to ensure requirements captured in BRD are thorough and complete.

Conducted business walkthroughs of PDD and obtained their Signoff.

Assisted in User Acceptance Testing (UAT) to record and communicate any defects identified by business in UAT.

Documented the processes at the key-stroke level for the solution team and assisted them by providing insights from the documentation.

Served as a point of contact between business users and technical staff in the implementation and development of business process automation.

Amazon, India Jun 2012- May-2013

Business Analyst

Handled multiple projects for USA-based teams and coordinated a hurdle-free application development lifecycle.

Worked as a Business analyst consultant and worked on projects to automate cash office manual intervention, enterprise payments, and gift cards.

Identified and established communication with all key stakeholders, contributors, business, operations, and technical resources concerned with the assigned projects.

Performed requirements gathering & analysis through interactions, meetings & periodic walkthroughs with potential users of the application along with the creation of Epics, Features, and User stories.

Performed gap analysis and created mock-ups, based on business requirements and rules.

Developed integration system process flows, BPMN diagram and AS IS/TO BE process flow as per stakeholders’ specifications through surveys and interviews.

Participated in collaboration sessions with business users, technical team, DBAs, and testing team to analyze, compile and validate the requirements like kick-off meetings, facilitation sessions, grooming sessions, and planning sessions.

Researched, identified, and communicated with multiple teams on their dependencies for an end-to-end process enhancement and coordinated with these teams for features allocation, prioritization, decomposition, development, and end-to-end testing.

Developed and maintained Lean Kit cards and Jira issues for requirements, technical, and QA task tracking purposes.

Flipkart, India Jul 2010 -Jun 2012

Business Analyst

Collaborated with business users to gather requirements and implemented reports, and dashboards.

Experienced in data extraction from multiple systems and databases, including SQL Server and Oracle.

Analysed data using SQL queries to interpret data and provide insights to clients.

Possess knowledge of data warehousing and building data pipelines for data operations.

Created interactive dashboards using Tableau and contributed to revenue growth through a data-driven approach.

Indmax, India

Jr. Business Analyst Jul 2008 - Jun 2010

Worked as a business analyst and actively contributed to the project by defining the scope, conducting thorough requirement analysis, and producing detailed functional specifications.

Collaborated with stakeholders, users, and product owners to identify high-priority requirements and planned project deliverables.

Good knowledge of SQL queries, and various testing phases, including user acceptance, integration, and regression testing.

Possess good interpersonal and communication skills and coordinated JAD sessions and walk-throughs.

Worked closely with developers and produced accurate and detailed functional specifications.

Resolved defects and provided support and training to end users during project implementation.

Education

B.tech – Computer & Information Technology CSIT – ISS Sadan Engineering & Technology 2008



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