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Business Analyst Process

Location:
McKinney, TX
Posted:
March 10, 2024

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Resume:

VINAY KUMAR

(Salesforce Business Analyst)

Phone: 562-***-****

Email: ad38mf@r.postjobfree.com

SUMMARY:

Over 10+ years of IT experience working as Senior Business Analyst, Application Support analyst and application admin with excellent customization and implementation experience for Sales and Service domains.

Professional Summary

Experience in Administration, Design, Development, Configuration, and Implementation and support experience with salesforce.com platform.

Business Analyst with extensive of experience with solid understanding of business requirement gathering,

documentation, business process flow and business process modeling.

Expertise in creating project documents like BRD, FRD, SRS, Test Plan, Test case, UAT Document.

Extensive knowledge in creating various UML diagram like Use case diagram, Activity Diagram and Sequence Diagram.

Excellent experience working with salesforce.com sandbox and production environments.

Excellent technical writing skills to create Business Requirements Document BRD, Functional Specifications

document FSD, Nonfunctional Requirements Document and Use Cases Specifications.

Leverage SaaS sales and marketing tools to generate new leads, routinely follow - up with established prospects.

Experience in reviewing the Client Requirements and Business Specifications, analyzing the impacts and feasibility.

Extensive knowledge of Salesforce.com implementation cycle in Sales, Marketing, Service, and support modules.

Developed process enhancements through automations including Workflow, Approval Processes, and Escalation Rules.

Strong knowledge of the SDLC methodologies like Agile, Scrum and Waterfall models.

A professional with experience in the areas of Business Analysis, Project Management, Strategic Planning, Business Process Modeling and Reengineering, System Designing, Development, Testing and Validation.

End to end implementation from Lead to deal close with good knowledge integrating to the billing system for invoicing

and revenue recognition using application like Zuora, Apttus, Malbek and DocuSign.

Hands on experience implementing Security/Sharing rules, Configured permission sets, Field level Security,

Record level Security, Profiles, Roles and resource monitoring at different hierarchical level of Organization.

Experience in providing production support, analyzing the cause, and fixing it. Excellent analytical, de-bugging skills

and documentation skills.

Excellent communication and inter-personal skills, proven experience in writing BRD, FRD and user stories while

working in Agile environment. Accustomed to working in both large and small team environments.

Expert in translating business requirements and user expectations into detailed Functional Specifications.

Capable of quickly learning new technologies and successfully applying them to projects and operations.

CERTIFICATIONS:

Salesforce Certified Administrator

Salesforce Certified Advanced Administrator

Salesforce Certified App Builder

Salesforce Certified Platform Developer I

Salesforce Certified Platform Developer II

EDUCATION

Bachelor of Technology in Computer Science from JNTUH, India.

Master’s in computer science from Southern Arkansas University, AR

TECHNICAL SKILLS

Salesforce Technologies

Apex Classes, Apex Triggers, SOQL, SOSL, Visual Force (Pages, Components & Controllers), Apex Web Services, MuleSoft, Teradata Database, AJAX, Workflow & Approvals, Dashboards, Reports, Analytic Snapshots, Custom Objects, Setup and Configuration.

Salesforce Tools

IntelliJ IDEA, Eclipse, Force.com IDE, Data loader, JIRA, Gearset, Provar, X-Author, SOAPUI, MS Office, HP Quality Center, JIRA, Apigee Edge, AWS Connect

ETL Tools

Data Loader, Salesforce-to-Salesforce, Apex- Explorer, Informatics.

Languages

Apex, C/C++, Java, J2EE, HTML, XML, CSS.

Methodologies

Agile, Waterfall, Iterative, SAFE, TDD, BDD

Web

HTML, XML, CSS, JSP, JavaScript, WSDL, SOAP.

Web Servers

IBM WebSphere 4.x/5.x, Apache Web Server, Tomcat 6.x

EXPERIENCE:

Client: HydraFacial, Long Beach, CA March 2022 – Present

Role: Sr. Salesforce Business Analyst

Responsibilities:

Worked on SFDC Sales Cloud and Service Cloud to enhance and track CRM capabilities.

Worked on SFDC Configuration & Setups for Profiles & Roles setup, Data Management, Collaboration, Access Management.

Involved in data mapping and migration of data from legacy systems to SalesForce.com Objects and fields.

Worked on supporting Salesforce applications and handling Salesforce tickets on daily basis.

Interpreted business requirements into SFDC system functionality.

Prepared graphical depictions of Use Cases, Use Case Diagrams, State Diagrams, Activity Diagrams, Sequence Diagrams, Component Based Diagrams, and Collateral Diagrams and creation of technical design (UI screen) using Microsoft Visio.

Identify, evaluate, test and deploy solutions that are cost-effective and meet business requirements.

Conducting Impact Analysis, reviewing all the objects and their relationships to the accounts, contacts and to-be- converted child objects to evaluate the scale of the impact.

Leading the data analysis to identify all the data conforming and not conforming to initial introduction from the customer, to identify relevant approaches.

Conducted deep impact analysis on the campaigns, accounts, contacts for both way sync integration between constant contact application and salesforce.

Used SQL queries to collect relevant information from company's database.

Worked in Cross Functional team environment, served as a liaison between SME's, Project Manager, and stakeholders to ensure accuracy in the SFDC implementation and other business requirement.

Gathering and documenting Business and Functional Requirements (BRD, FRD), User requirements, Use Cases, System Requirement Specs (SRS).

Ability to communicate with all parties involved in the product team (engineers, product owner, scrum master, third party vendors, Stakeholders, etc.)

Working with user group for requirement gathering throughout the planning and implementation

Serve as the subject matter expert for development / configurations of all aspects of CRM.

Maintain positive work atmosphere by behaving and communicating in a manner that encourages productive interactions with business stakeholders, co-workers, and supervisors.

Environment: Saleforce.com platform, SFDC Reports, Custom Objects, Custom Tabs, Project Management, Email Services, Security Controls, Rational Requisite Pro, Informatica On Demand, Customer Portals, Eclipse IDE Plug-in, ANT Tool.

Client: Mizuho Group, Manhattan, NY Jun 2020 – Mar 2022

Role: Sr. Salesforce Business Analyst

Responsibilities:

Responsibilities include leading business requirement definition, translation of business requirements into SFDC terminology, and Service Cloud solution design review to ensure business requirement fulfilment.

Created various Reports and Report folders to assist managers to better utilize Salesforce as a sales tool and configured various Reports for different user profiles based on the needs of the organization.

Managed and monitored various scrum events through agile delivery process, worked closely with project manager, product owner and stakeholders to ensure their expectations are met.

Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation, and formula fields to the custom objects.

Developed a Root Cause Analysis report using MS Office.

Used MS-Visio for flow-charting, Use- Case process model and architectural design of the application.

Ensured integrity of incident data through Weekly scrubbing session and finalize the impacts and root cause, group responsible and any other information supposed to go on reports.

Helped the developing teams in mapping the data and testing teams during testing phases.

Clarified issues with developers during efforts to validate designs and functional specifications.

Updated Weekly Operational report on OneNote tool.

Conducted the project meetings successfully by coordinating all users, technical staff and support personnel.

Coordinate between IT, Business, and 3rd party consultants to deliver business requirements and implementation enhancements.

Documented the “AS-IS” Business Workflows adhering to UML standards. Conducted JAD sessions todefine requirements and finalize the Functional Requirement Document (FRD).

Leverage data as well as both internal and external customer listening to understand and develop business cases on the problems we are trying to solve and the platforms that assist in those resolutions.

Identify business objectives and reporting requirements of internal customer-- oversee the reporting and analysis of key metrics.

Develop clear implementation process for cross-functional team, ensure timelines are met, and updates are communicated to core stakeholders.

Analyzed complex business requirements and designed solutions using Apex classes, triggers, and Visual Force pages.

Developed various Custom Objects, Tabs, Entity-Relationship data model, validation rules on the objects and tabs, Components and Custom links .

Created Data Validation rules and Formulas as per business requirement.

Worked with various salesforce.com Custom objects and Standard objects like Accounts, Contacts, Leads, Cases, Campaigns, Reports, & Dashboards.

Worked on Rally for the requirements gathering and moving the requirements to various levels once they are being done.

Environment: Project Management, Quality Center, Excel, SQL, My SQL, Salesforce Marketing cloud, Agile, Outlook, MS Office, MS Project, Rational Rose, Rational Requisite Pro, RUP, UML

Client: UBS, Jersey City, NJ Jan 2019 – May 2020

Role: Salesforce Business Analyst

Responsibilities

Deploy, administer, troubleshoot, monitor, support, and operate a scalable, secure, and extensible high performing Salesforce Platform (including 3rd party integrations).

Partner closely with functional team members to optimize the end-user experience across our key internally facing platforms.

Platform migration of data and business process from HubSpot to Salesforce and Salesforce to Salesforce.

Partner with the various business groups include but not limited to Sales, Renewals, Accounting, Legal to improve the systems and streamline the day-to-day processes.

Designed GUI and Navigation flows for the generic viewer facing the end user using MS power point, Visio.

Participate in workouts with team and stakeholders to align the business process across Salesforce and Sales Workbench systems CPQ requirements.

Develop operational excellence across the cross-functional environment including development and tracking of key business metrics.

Launch and maintain the Zuora CPQ application to streamline the sales process and to integrate with Zuora billing system for invoicing.

Handle data integrations between different systems such as Salesforce (CRM), Zuora(CPQ), Apttus(CLM) with advanced approvals, X-Author for template management, DocuSign and develop apex classes, triggers for various functional needs across the application.

Performed administrative activities on Sales, Service cloud by creating User, Roles, Profiles, Work flow rules and Approval process.

Capable of writing and debugging efficient SOQL queries and Apex controllers for standard and custom objects, and able to understand and develop for complex data models.

Customized Page layouts for Standard/Custom objects and assigned Record Types.

Created Data Validation rules and Formulas as per business requirement.

Worked with various salesforce.com Custom objects and Standard objects like Accounts, Contacts, Leads, Cases, Campaigns, Reports, & Dashboards.

Created Workflow Rules to automate Tasks, Email Alerts, Field Updates, time-dependent actions and Outbound API Messages

Environment:Salesforce.com platform (Apex, Visual Force, Data Loader, Workflow and Approvals, Quotes,Sharing Rules, Email Templates, Reports, Dashboards, Custom Objects, Custom Tabs, Excel enabler for Salesforce), Agile, MS Project, MS Excel, PowerPoint, MS Visio, Lotus Notes, MS Outlook

Client: Dynamic Signal, Apex, NC Jul 2017 – Dec 2018

Role: Salesforce Business Analyst

Responsibilities

Created business process workflow diagrams (activity diagrams) using Rational Rose.

Worked closely with Business Users in improving their business processes using SFDC.

Created Use-Cases and Business Use-Case Model after accessing the status and scope of the project and understanding the business processes.

Closely worked with SalesForce.com consultants while implementing the solutions for the needs of the organization.

Worked on various Salesforce objects like Accounts, Contacts, Leads, Opportunities, Reports and Dashboards.

Experience in developing Salesforce.com custom objects and work-flow business rules.

Mapped processes for business's disbursement of Marketing Development Funds (MDF) to distribution partners.

Involved in SFDC application support for end users.

Able to guide the team on usage of agile practices and values.

Interacting with various business team members to gather and document the requirements for an in-house online education collaboration portal.

Analyzed the requirements and finalized the deliverable/scope.

Created new custom objects, assigned fields, designed page layouts, custom tabs, components, custom reports.

Track the reports based on finalized time frame.

Track the activities based on finalized deliverable/scope.

Managed complete product backlog, sprint backlog, bugs, and their assignments.

Used Unified Change Management from Rational to track changes to multiple artifacts by versioning artifacts, associating requirements to specific change request/defects to streamline the defect/change tracking process.

Environment: SFDC Quotes, Sharing Rules, Email Templates, Reports, Dashboards, Custom Objects, Custom Tabs, Excel enabler for Salesforce, Agile, MS Project, MS Excel, PowerPoint.

Client: Home site insurance Boston, MA. June 2015 –Jun 2017

Role: Salesforce Admin

Responsibilities

Implemented the requirements on Salesforce.com platform and Force.com IDE Plug-in using Eclipse.

Created Visualforce pages with fields, buttons and using various components to invoke methods.

Using controllers and embedded JavaScript and HTML as needed.

Implemented web-based case management automation - Web to Case (on Case Object) to track and solve customer's issues.

Involved in data mapping and data Integration from HubSpot to Salesforce.com.

Added SOQL and SOSL statements within custom controllers, extensions.

Customized the Dashboards to track usage for productivity and performance of business centers and their sales teams.

Developed and configured various Reports and Report Folders for different user profiles based on the need in the organization.

Installed Instant Service Chat and Email from the AppExchange to let agents click to create cases from chat and email.

Designed and developed User Interfaces for Sales Force users as per requirements.

Used force.com IDE for developing custom applications.

Created Test Plan and Test Case. Involved directly with Test Team and did bug fixing using Clear Quest.

Experience with deployments from sandbox to production.

Use Agile (Scrum) for rapid and more disciplined development during implementation.

Environment: Java, J2EE, JSP 2.0, Struts, JMS, Oracle 10g, HTML, XML, ANT, Rational Rose, WSAD 5.1.2 (Web Sphere Studio Application Developer), IBM Web Sphere Application Server, Hibernate, Spring2.5, LOG4J, CVS, SOAP.

Client: Center Point Energy, Houston, TX. Apr 2013 – May 2015

Role: Salesforce Admin

Responsibilities

Interacted with various Business User Groups to gather the document requirements.

Worked closely with Business Analysts to perform detailed analysis of business and technical requirements.

Designed and deployed Custom tabs, Custom Objects, Components, Visual Force Pages, validation rules, Approval Processes and Auto-Response Rules for automating business logic.

Worked with standard Salesforce.com objects like Accounts, Contacts, Leads, Cases and Opportunities.

Created workflow rules and defined related tasks, email alerts, and field updates.

Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation, and formula fields to the custom objects.

Implemented Case Management Automation to track and solve Customer’s Issues.

Created page layouts, search layouts to organize fields, custom links, related lists, and other components on record pages.

Customized user Roles, Role hierarchies, Profiles and Sharing settings to ensure that the protected data is available only to the authorized users.

Used Force.com developer toolkit including Apex Classes, Apex Triggers and Visualforce pages to develop custom business logic.

Developed and configured Dashboards, Reports and Report Folders for different user profiles based on the need in the organization.

Used the sandbox for testing and migrated the code to the deployment instance after testing.

Worked on Unit testing, for the customizations and developments done during the project.

Provided the training to the internal business users to use the application and develop their own custom reports.

Environment: Java, JSP, Servlets, Struts, HTML, CSS, JavaScript, JUnit, Shell, SQL, JBOSS, Eclipse, CVS, Linux/UNIX



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