Project Management Software Engineering

Bob Miller

Salesforce Software Engineering Project Management CRM Solutions & Implementation

Dynamic and analytical delivery expert with 20+ years of experience in strategic Salesforce integrations, team leadership, and business operations. Well-versed in navigating complex technical landscapes and achieving transformative results through innovation. Repeated success as a consultant in optimizing Salesforce CPQ configurations and fostering cross-departmental collaborations. Recognized for delivering tailored Salesforce solutions, building cohesive teams, and bridging international communication gaps. Visionary leader dedicated to harmonizing technological advancements with core business needs, ensuring seamless integrations with major systems. Possess a natural talent for developing and sustaining long-lasting relationships with clients, team members, key stakeholders, and C-suite executives.

Experience

Principal Technical Project Manager & Solution Architect

Netrepreneur LLC Pittsburgh PA May 2024 - Current

Develop comprehensive project plans, including timelines, milestones, and resource allocation

Communicate with stakeholders to define project scope, goals, and deliverables

Identify potential risks and develop mitigation strategies to ensure project success

Create and manage project budgets, ensuring projects are completed within financial constraints

Allocate resources effectively and efficiently to achieve project objectives

Lead and mentor project teams, fostering a collaborative and productive environment

Monitor project progress using project management tools and techniques, adjusting plans as needed

Develop and maintain detailed project schedules, including work breakdown structures (WBS).

Generate and present project performance reports to senior management and stakeholders

Manage changes to the project scope, ensuring any alterations are documented and approved

Implement and manage Agile methodologies for project delivery

implement process improvements to enhance project efficiency

Ensure all project activities comply with relevant regulations, standards, and organizational policies

Associate Director, Salesforce.com - Software Engineering

Wolters Kluwer Riverwoods IL (Remote) September 2022 - May 2024

Support North American (NA) Business Units (BU) $2B+ in Revenue

Direct Team of SFDC SEs & Admins to Delivery Projects & Support

Participate with Enterprise Architects on Project Definition & Delivery

Participate in Requirements Gathering for BU required enhancements

Create Solution Design Documents & Vendor RFPs

Coordinate Communication with Vendors Regarding Project Bidding

Review Vendor Bids & SOWs for suitability of BRD & Delivery

Incorporate SOW feedback for Project Bid Clarification

Coordinate delivery with cross functional Teams (SAP, Informatica, etc.)

Coordinate closely with PMO to facilitate on schedule Project Delivery

Coordinate Finance involvement for Project budgets & internal tracking

Oversee Operational & Project Budgets Monthly/Quarterly/Annually

Forecast Technology and Professional Development Investments

Assist BUs with Vendor Selection and Project Delivery timeliness

oSupervise Quality Assurance and User Acceptance Testing

oSupervise the Recruitment of Talented Team Members

oMentor Team Members to Foster Belonging & Professional Growth

oOversee CID/CD Operations utilizing Copado Enterprise

oSupervise DevOps in SFDC Team as well as Global Sales Operations

Principal Technical Architect, CRM Solutions & Founder

Connected Café Pittsburgh PA June 2016 to September 2022

Lead Requirements gathering with for Salesforce Projects

Create detailed SOWs for Salesforce Implementations

Architect Salesforce Solutions as per Client Business Requirements

Develop Project Plans for Salesforce Project Implementation

Oversee Onshore & Offshore Salesforce Resources

Load Client Salesforce data from external systems

Create Salesforce CPQ Products & Product Options / Bundles

Create Salesforce CPQ Client Discount Schedules

Configure Salesforce Standard Approvals as per specification

Install & Configure Advanced Approvals as per specification

Configure Guided Selling as per specification

Create Salesforce CPQ Product Rules as per specification

Configure Salesforce CPQ to utilize DocuSign Electronic Signature

Create and Configure Salesforce CPQ Proposals/Quotes/Contracts

Configure Contract & Subscription Renewals for Salesforce CPQ

Work with Salesforce CPQ & Billing Support Personnel regarding issues

Conduct UAT for Salesforce CPQ & Billing Projects

Migrate Salesforce CPQ solution from Sandbox to Production

Provide Post Go Live Support for Salesforce CPQ Projects

Negotiate Salesforce CPQ Client License Purchases

Architect Solutions for all Salesforce.com ecosystem projects

Create Project Plans for all SFDC ecosystem Projects

Install & Configure Conga Contract Managed Package

Install & Configure Conga Sign Managed Package

Install & Configure Conga Composer Managed Package

Implement Conga Contract (CLM) alongside Salesforce CPQ

Configure Conga Contract Clause Libraries as per project spec

Implement Conga Contract Templates as per client spec

Load Conga Contract Clauses & Updated as per Legal & Sales

Configure Conga Contract Redlining to allow selection of email templates

Train Users on Best Practices of Conga Contract (CLM)

Utilize SFDC Data Loader to Load Data into native / Custom / ISV Objects

Architect SFDC APEX Classes to fulfill functionality requirements

Architect SFDC APEX Triggers to fulfill functionality requirements

Implement Sales Cloud Custom Development and Configuration

Implement Data.com to clean up & enhance existing SFDC data

Implement Service Cloud to handle internal & external support

Create Project Management Plans and mitigate risk therein

Lead Developers/Admins to implement SFDC Architectural Designs

Director of Salesforce.Com Technical Architecture

Victory Media, Inc. Moon Township PA July 2015 to May 2016

Create Project Plans for all SFDC ecosystem Projects

Lead Team to implement all SFDC ecosystem Projects

Lead Discovery for Salesforce.com (Sales Cloud) Related Projects

Perform Due Diligence in replacing homegrown CPQ System

Evaluate CPQ Solutions Aptus & SteelBrick CPQ

Negotiate purchase of SteelBrick CPQ Licenses & Training

Utilize DataLoader to load SteelBrick CPQ Discounts Schedules

Utilize DataLoader to load SteelBrick CPQ Price Books

Create HTML docs for SteelBrick CPQ Proposals/Quotes

Troubleshoot SteelBrick CPQ Issues regarding Quote delivery

Install & Configure DocuSign for SteelBrick CPQ Quote Signatures

Train Users on the Use of SteelBrick CPQ

Provide Ongoing Support to SteelBrick CPQ Users

Lead Discovery for Salesforce Communities (Communities Cloud) Projects

Lead Discovery for SFDC Service Cloud Projects

Lead Discovery for SFDC Analytics Cloud Project

Lead Discovery for Data.com (Clean & Prospector) Project

Lead Discovery for Financial Force (Financial Cloud) Projects

Implement IP Whitelisting for Applications and User Security Models

Implement User Security Model to dictate login time(s) location

Utilize SFDC Data Loader to Load Data into native / Custom / ISV Objects

Develop SFDC APEX Classes to fulfill functionality requirements

Develop SFDC APEX Triggers to fulfill functionality requirements

Negotiate contractual terms (monetary, etc.) with SFDC Sales Personnel

Negotiate contractual terms with ISV Partners

Lead Requirements gathering with Sr. Management for all SFDC Projects

Implement Sales Cloud Custom Development and Configuration

Implement Communities Cloud to replace legacy website functionality

Implement Data.com to clean up & enhance existing SFDC data

Implement Service Cloud to handle internal & external support

Implement Wave Analytics to replace/augment SFDC reporting

Create Project Management Plans and mitigate risk therein

Lead Developers/Admins to implement SFDC Architectural Designs

Implement ISV Managed Packages for CPQ (SteelBrick)

Implement ISV Managed Packages for Mapping (Map Anything)

Implement ISV Managed Packages for Reporting (Conga)

Salesforce.Com Integration Architect / Engineer

Connected Café Pittsburgh PA March 2015 to July 2015

Facilitate SFDC Project Requirements with Clients

Create SFDC SOW to establish Vendor Milestones / Activities

Participate in Executive meetings for SFDC Integration Project

Implement IP Whitelisting for Applications and User Security Models

Implement User Security Model to dictate login time(s) location

Advise Clients on SFDC best practices

Create Project Management Plans and mitigate risk therein

Lead SFDC Developers to implement architectural design

Salesforce.Com Integration Architect / Engineer

Oxford Global @ Black Box Network Services Lawrence PA October 2014 to March 2015

Facilitate SFDC Project Requirements with Executive Management

Create SFDC SOW to establish Vendor Milestones / Activities

Participate in Executive meetings for SFDC Integration Project

Advise Executive Management on data requirements & cleansing processes

Facilitate the work of Junior Staff on Sales Initiative Project (SFDC)

Design SQL Server Database & Tables for local SFDC Data Warehouse

Create SSIS Packages to Translate/Update data for SFDC Loads/Updates

Design historical & present revenue database schema for SFDC load

Engineer SSIS Packages to load Revenue data from ERP systems

Implement IP Whitelisting for Applications and User Security Models

Implement User Security Model to dictate login time(s) location

Direct Vendor in creation of SFDC objects to accommodate integration

Facilitate the cleansing of ERP data with D&B enrichment personnel

Review cleansed data for Marketing data compliance / correctness

Supervise Installation of DBAMP in Development/UAT/Production Environ.

Adjunct Faculty – Corporate Technology Trainer

Center for Professional Development – CCAC Pittsburgh PA March 2009 to July 2015

Interface with Corporate clients during requirements gathering

Utilize Learning Management System (Blackboard) for course delivery

Participate in presales efforts to facilitate closing new business

Adapt/Instruct Microsoft ASP.Net C# Course for Bombardier Transportation

Instruct Wordpress Website Development Course

Instruct Microsoft Office Suite Course

Instruct eBay Auction Workshop Course

Instruct Intuit Quickbooks Course

Instruct Adobe Photoshop Elements Course

Instruct Social Media Marketing Course

Instruct Adobe Acrobat Pro 9 Course

Instruct Windows 7 Enterprise Course

Sr. Software Engineer

Rolls Royce Nuclear Services Moon Township PA July 2014 to October 2014

Enhance VB.Net / ASP.Net Equipment Health Monitoring application

Implement bug fixes VB.Net / ASP.Net Equipment Health Monitoring Appl.

Enhance VB.Net / ASP.Net Proactive Obsolescence Management System

Implement bug fixes VB.Net / ASP.Net Proactive Obsolescence Mgmt. Sys.

Update VB.Net / ASMX Web Services to support business requirements

Create Oracle PL/SQL to support ASMX Web Services

Update Oracle Tables to support development

Education

University of Pittsburgh

Bachelor of Science

Concentrations: Computer Science & Mathematics

Contact this candidate