Front Office Marketing

VICTOR ROY

*,****** ********** ****,*********,Howrah-711101,West Bengal,India

******.****@*****.*** (M) +91-903*******,+467******** BUSINESS ARCHITECT (Pega Decisioning & Marketing Consultant) SYNOPSIS

Victor is a seasoned Business Architect with 15 years of experience, specializing in designing and implementing Customer Journey, Marketing Automation, NBA Decisioning, BPM & CRM solutions and Product Development. Victor has Architected Business & Decisioning capabilities as trusted advisor to Business and IT leaders of some of the largest multi-national corporations. He has extensive experienced with CRM, Decisioning and Marketing Campaign Management solutions with a rare mix of functional and technical expertise in Pega CRM and BPM solutions.

He specializes in Business Architecture, requirements management, process consulting, Product Development, market research & business development. He is well versed in managing multiple stakeholders and liaising with cross functional teams. He is instrumental in Use case and user story writing (Gherkin way). Throughout his career he has been engaged as a Decisioning consultant, Business Analyst, Product Owner, Process Consultant and Solution Consultant for marque clients across all geographies. He advocate strong domain knowledge in the BFS segment which includes Retails Banking, Corporate Finance, Asset Management and Wealth Management with expertise in Mutual Fund and Equity, Mortgage, Payment

(Dispute management & Payment investigation). Other than BFS he has experienced working with manufacturing domain as well. He carries vast experience in various software development methodology like Agile, waterfall, Iterative. He also has experience working with different ERP solutions as ERP consultant. CORE COMPETENCIES

Specialized: Pega Next Best Action

Decisioning(NBA) & Marketing, Customer

Journey, Pega BPM, Product Development

Decision Management & CRM Applications:

Pega, Salesforce

BPM Application: PEGA,IBM BPM

Pega Framework: CRM, SI,CLM

Tools: MS Visio, JIRA, Confluence, Blueworks

Live

ERP Solutions: SAP, Microsoft Dynamics

Axapta, Microsoft Dynamics Navision

Development Methodologies: Agile(Scrum),

Waterfall

Product Development

Business Analysis, Market & competitor analysis

Pre Sales, Prototype preparation and Proposal

writing

Project Planning, Scheduling and Execution

Business Testing, scenario and business Case

development, RTM preparation

End User Training

AS-IS, TO-BE, Gap Analysis

BUSINESS PROFICIENCY

Domain: Banking, Financial Services, Manufacturing

Other: Digital Marketing, CRM Transformation, Next Best Action

Banking and Financial Services: Financial Leasing, Retails Banking, Capital Market, Wealth Management Solution, Mutual Fund, Portfolio management solution, Financial Planning, Mortgage, Loss Mitigation, Payment Investigation, Payment Dispute CAREER HISTORY

Cognizant Technology Solutions Sr. Consultant. Feb ’14 – Till Date NIIT Technology Ltd Product Owner. Sep ’13 – Feb ’14 ICRA Online Ltd Product Owner Apr’10 -- Sep’13

PCS Technologies Ltd. Sr. Functional Consultant. May ‘07 – Apr ‘10 Sika (India)Pvt.Ltd Project coordinator Aug’05 -- May’07 ACADEMIC BACKGROUND

PGDBM in Finance from Sikkim Manipal University, 2008-2010

B-Tech IT from West Bengal univer, Kolkata, India, 2001-2005 PROFESSIONAL CERTIFICATIONS

IBM BlueworksLive

Pega CPDC,CPMC,CBA & DCO

Scrum Product Owner Certification

Green Belt certified

Microsoft Dynamics Axapta Trade & Logistics, Production

Microsoft Dynamics Navision Trade and Logistics,Finance EXPERIENCE HIGHLIGHTS

Decisioning & Marketing Consultant:

Program Managed or Architected Business & Decisioning capabilities in a Multi Banking environment

Deliver a multiyear program to implement an omni-channel customer journey based Decisioning capability based on the Pega NBAM solution for Private & Enterprise banking Customers across inbound and outbound channels.

Help in transforming Push campaign approach to event based always on real time decisioning capability for outbound marketing

Collaborate with cross-functional teams to create the vision for the decisioning framework that will power AI informed, personalized, customer journey based 1 to 1 customer experiences.

Optimize of customer relationships at the point of interaction based on real-time intelligence and process driven technology

Define Migration Strategy from IBM Unica to Pega by analysing AS-IS context

Define and deliver its Decisioning-Enabled, Customer Personalisation Operation integrating with Adobe Experience Manager.

Part of global pre sales team, supporting the sales team to sell Customer Interaction, Decisioning and Marketing solutions

Lead Business Analyst:

Set strategies to specify and prioritise requirements to accelerate business value

Understand, gather and document detailed business requirements covering all components of the project including business, operations. Accountable for AS-IS/TO-BE process Study, GAP Analysis, SOW preparation, Impact Analysis. Responsible for requirement documentation and communication and getting sign-off

Significant experience of working on BPM implementations involving multiple product & technology groups

Provided expert advices on best practices, maintainability, scalability and flexibility for overall solution designs.

Architected use cases defining actors, pre-conditions, post-conditions, triggers, main flow, additional flow, alternate flow, exception flow, business rules

Architected user stories defining Acceptance criteria, given-when-then condition

Owned requirement traceability matrix to link requirements, use cases, design elements and unit test cases

Assisted development team in functional testing through early identification of defects to achieve lower defect count

Successfully implemented payment investigate solution with SWIFT message reconciliation capability

Successfully implemented Loan origination, Loan servicing solution

Successfully implemented Wealth Management solution. Product Development

Provide a vision and business benefit for the product,Communicate the project vision to the team and Motivate the team to subscribe to the product vision

Communicate the business benefits of the entire product and each individual feature.

Identification of stakeholders, selection of business analysis techniques and deliverables, Defining business problem and corresponding activity.

Identification of Business need by doing benchmark analysis/competitor analysis, Determine solution approach, develops user stories, use case, acceptance criteria, Definition of done and Prototype.

Create, maintain, groom, organise and prioritize the product backlog. Verify and validate requirement.

Create, participate and track detailed iteration plan including sprint planning/review meeting from requirement gathering to project launch stage. Responsible for measuring velocity and Release planning. Business Consulting:

Performed assessment exercise for Leading Banking organization for BPM tool selection.

Worked extensively on various responses to Requests for Proposal (RFP) and Requests for Information

(RFI)

Authored a while paper on “ Journey based customer centric OMNI channel real time decisioning” Selective Engagement Expérience

Cognizant Technology Solutions Sr. Consultant Feb’14 – Till Date Project 1

Client : US based Large Communication

Primary Role : Decisioning consultant

Project Description :Pega Marketing

This Project was for Implementation of Pega marketing for communication across 3 different market. My focus was consulting and Implementation of Pega Decisioning(NBA) and Marketing. Roles & Responsibilities:

Played a leadership role in implementing Pega decisioning & Marketing solution. As Decisioning consultant my role is to collaborate with cross-functional teams to create the vision for the decisioning framework that will power AI informed, personalized, 1 to 1 customer experiences Key involvement includes

Analyze,Design, configure with technical Architect the elements of the core decisioning logic for the Pega real time marketing decisioning platform based on evolving business requirements.

Design and configure rules, logic, algorithms and flows to cater Bundle and non bundle requirement

Design to implement product Catalog as part of the Pega marketing for communication implementation Project 2

Client : CE based Large Bank

Primary Role : Lead Business Architect

Project Location : Sweden,Netherlands

Project Description: Digital Transformation(CRM)

This Project was for transformation of existing IBM lotus notes based solution to SFDC sales cloud as front office and extend existing Pega solution to cater as mid office solution. The project is about multi-country implementation and includes Opportunity management,Credit check, Customer due diligence,Digital signature,payouts and other backoffice integration with respect to Financial lease management process. Roles & Responsibilities:

Played a leadership role in implementing sales cloud and Pega case management solution. As business architect my role is to collaborate with cross-functional teams to create the vision for the Lease management solution covering front office,mid office and backoffice processes. Key involvement includes

Participated in requirement workshop at inception phase

Created complete business requirement document covering front office,mid office and back office requirement

Lead the elaboration workshop and segregate requirement into user stories using gherkin ways of writing stories

As a business architect and SPOC coordinated with multiple team including Salesforce, Pega and integration and to execute smooth implementation

Project 3

Client : CE based Large Bank

Primary Role : Lead Business Architect(Next Best Action Decisioning And Marketing) Project Location : Sweden

Project Description : Pega Marketing and Decisioning This Project was for Implementation of entire Pega CRM suit. My focus was mainly Pre study, consulting and Implementation of Pega Decisioning(NBA) and Marketing. Roles & Responsibilities:

Played a leadership role in implementing Pega decisioning & Marketing solution. As business architect my role is to collaborate with cross-functional teams to create the vision for the decisioning framework that will power AI informed, personalized, 1 to 1 customer experiences Key involvement includes

Design, configure with technical Architect the elements of the core decisioning logic for the Pega real time marketing decisioning platform based on evolving business requirements.

Design and configure rules, logic, algorithms and flows

Create a roadmap for expansion to enable seamless Omni-channel experience and personalized in-context customer interactions using Optimal combination of Pega and Adobe.

Drive continuous improvement of the decisioning logic including leveraging Customer journey management, contact strategy, test & learn, champion challenger & adaptive modelling capabilities. The solution has been extended to other 58 separate legal entities. Project 4

Client : CE based Large Bank

Primary Role : Lead Business Architect(Next Best Action Decisioning And Marketing) Project Location : Sweden, Baltic countries

Project Description : Next Best Action and Pega marketing This Project was for Transitioning from existing IBM unica to Pega decisioning and marketing 8.4 version.My focus was mainly Pre study, migration approach finalization,consulting and Implementation of Pega Decisioning(NBA) and Marketing.

Roles & Responsibilities:

Played a leadership role to Help in transforming Push campaign approach to event based always on real time decisioning capability using Pega 8.4 version.

Key involvement includes

Pre study, Analysing existing IBM Unica solution and GAP analysis with current Swedish solution & Pega 8.4 version.

Design, configure with technical Architect the elements of the core decisioning logic for the Pega real time marketing decisioning platform based on evolving business requirements.

Design and configure rules, logic, algorithms and flows

Create a roadmap for expansion to enable seamless Omni-channel experience and personalized in-context customer interactions using Optimal combination of Pega and Adobe. Project 5

Client : US based Major Mortgage service provider

Primary Role : Sr. Business Analyst

Project Description:

This Project was for Developing, Integrating and Implementing Loss Mitigation solution using IBM BPM & ODM. The solution comprises of different components like Call intake, Collection, Loan Modification, Identification of Modification waterfall, underwriting, Trail and Final modification. Project followed an Iterative development approach.

I was involved in use case identification analysis, validation, and documentation of stakeholder's business needs and requirements. I conducted various demo sessions with the business stakeholder to ensure requirement fulfilment

NIIT Technology Limited Sr. Business Analyst Sep’13 – Feb’14 Key Deliverables

This Project was for Developing, Integrating and Implementing Wealth Management solution. I was part of Front office Development and Integration with Middle and back office component. Few components are Client Acquisition service, Analytics and financial modelling, Strategic model implementation, CRM, Dashboard and integration with back office. Project followed Scrum (Scaled Agile) based development approach. Apart from product Development I was also involved in the different project implementation assignment with respect to the wealth management solution. Client was large US based Wealth Management Firm. ICRA Online Limited Product Owner Apr’10 – Sep’13

Key Deliverables

Designed and implemented enterprise Wealth Management solution and Fintech Analytical solution catering to indian financial service industry and covering diverse range of Asset class from Mutual fund,Equity,Insurance. Past clients include all the largest Bank and Financial service companies in India.I was involved as the product owner and used to interact with all stakeholders across Industry in order to come up with the functional requirement. I was also involved in Pre-Sales activities, Level of Effort/Scoping and Implementation processes for some specific delivery. Involved in multiple projects from requirements activities to solution delivery. PCS Technology Limited Sr. Consultant May’07 – Mar’10 Key Deliverables

I was part of the team of Functional Consultants (T&L and Manufacturing) for the Implementation and Support of and Microsoft Dynamics (Axapta and Navision).I was involved in multiple implementation covering Africa continent as well as India. Later I was Spearheaded as Associate Functional Consultant for SAP ECC 6.0 and was involved in Multiple implementation as SAP MM consultant. . I was also involved in various Pre-Sales activities across geography.

Sika India Pvt.Ltd Project Coordinator Aug’05 – May’10 Key Deliverables

I was Support Consultant/Project Co-ordinator for Implementation Of Microsoft Dynamics Axapta and Microsoft Dynamics Axapta to 3 Factory and 4 Branch Office and Roll out Of Microsoft Dynamics Axapta to 2 Factory and 2 Branch Office

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