*** ********* ***** ***** ****, CA ***** adprvj@r.postjobfree.com 408-***-****

PROFESSIONAL OBJECTIVE

Business Analyst or Project Management position specializing in acquiring and managing business and system requirements, and contributing to successful Enterprise or CRM project management and system development.

SUMMARY OF QUALIFICATIONS

Over 15 years in Business Systems Analysis, Project Management, and IT Development through all phases of SDLC working on large- and small-scale application and integration projects

Over 12 years of demonstrated experience understanding business needs and priorities, incorporating client system requirements into systems specifications

Understanding of multiple business processes and interdependencies of application project management and development

Effective collaboration between Business and Technical teams to deliver solutions that meet business needs and promote issue resolution, and manage customer expectations regarding schedule, resources, and priorities

Strong analytical and technical skills with a thorough understanding of software/product development life cycle

Financial Services, Mortgage Software, Sales, Public Agency and High-tech Manufacturing industry experience

PROFESSIONAL EXPERIENCE

PRIVATE EQUITY FUND – Co-founder Santa Cruz, CA Jan 2017 – Present

Assist in developing business strategy and ensure proper filings are made. Engage with external consultants including accountants, and other fund managers to provide insight into the companies in the portfolio. Locate programmers to develop investing strategy-based solutions.

SANTA CRUZ METRO TRANSIT DISTRICT – Project Manager, Contractor Santa Cruz, CA Sep 2019 – Dec 2019

Direct, manage, and coordinate all phases of project management by leading the planning and implementation of projects, analyzing, implementing, and monitoring goals and objectives to achieve assigned priorities, performing project evaluations and assessments, and reporting out results.

Responsible for managing Capital projects budget of over $28,000,000 spread across 47 projects.

Facilitates and oversees the preparation of project specifications; works closely with internal and external stakeholders to coordinate timely and seamless service delivery of projects.

CALYX SOFTWARE – Sr. Project Manager / Sr. Business Analyst, PMO San Jose, CA Jul 2013 – Dec 2016

Participated in end-to-end implementation and upgrade planning including project, risk and issue management, communication and change management. Created project deliverables. Provided user training, materials, and support. Managed application development in SCRUM style sprints and maintained application backlogs. Balanced 3rd party consultants and in-house coder tasks to keep within project budgets. Issued Release Notes and Plans prior to go-live.

Liaison between IT development and business functions to provide Sales, Marketing and Legal solutions for Lead, Account and Customer management, Software Product Subscriptions, Email Campaigns, PayPal Payments and Pricing models, with CRM application enhancements in support of B2B and B2C revenue efforts. Evaluated requirements gathered from cross-functional sources in alignment with business strategies and business process needs. Coordinated tasks of internal and external personnel resulting in successful CRM upgrades and payments integration. Upgraded MS Dynamics CRM 2011 to CRM 2016.

Created detailed requirements documentation including process flow diagrams, FRDs, use cases, UI mock-ups and release plans for CRM and related projects. Performed in-depth analysis for process definition, design, configuration, and testing. Championed best practices and opportunities for Lead-to-Order process improvement through application automation. Proposed, designed and built repeatable and scalable process and system solutions and alternatives.

Product Manager, eCommerce Customer Portal - Managed enhancements and UI development, coding resources and defect tracking activities. Managed backlog of issues and LOE estimates. Developed solutions for the configuration and customization of cloud-based application/software. Delivered product requirements documentation. Analyzed and determined application and interface solutions for product subscription and licensing management.

MCAFEE, INC. – Business Systems Analyst Consultant, Eloqua 10 Upgrade Santa Clara, CA Oct 2012 – Jan 2013

Documented “as-is” back-end lead scoring and data validation program steps within existing Eloqua application.

Created process flows based on these programs to demonstrate lead scoring and prioritizing activity by geography.

VISA, INC. – Business Analyst Consultant, CRM and CLM Projects, PMO Foster City, CA Jun 2012 – Oct 2012

Key facilitator and bridge between the business stakeholders, PMO office, IT, and solution developers:

Partnered with Project Managers in enforcement of project deadlines and schedules.

Provided process flows and functional inputs into deliverables of Upside Contract Management and Siebel CRM project life cycle SaaS projects including analysis, functional design, and testing and implementation approaches.

Elicited requirements using interviews, document analysis, workshops, and business process analysis that met the business requirements, and constructed related artifacts (BRDs, UA test scripts and requirements traceability matrices).

CAMPBELL SCHOOL DISTRICTS – Volunteer Consultant / Performing Arts Officer Campbell, CA Aug 2005 – Jun 2011

President of High School Performing Arts Association: Planned and managed fund-raising events and volunteers and directed concessions areas feeding 1,200 people. Launched small on-line business to further benefit fund-raising efforts.

Financial Officer of Middle School Music Boosters: Lead parents, Board, and school administration to achieve the legal non-profit organization 501(c)3 exempt status. Managed and prepared financial statements, reports, forms, and tax returns.

BLUE COAT SYSTEMS – Sr. Business Systems Analyst, Corporate Reporting Sunnyvale, CA Jun 2008 – Jul 2009

Established development and support processes, training program and materials for Oracle Discoverer reporting tool. Gathered, analyzed, and wrote reporting requirements (BRDs) for: generating new sales leads with newer products, ensuring Service Provider incentives were computed correctly, and sales bookings, using Oracle 11i ERP and Siebel 7.7 CRM data marts.

Provided revenue and metrics reports to Marketing, Channel Sales, Sales Operations, Finance, Quality, and Spare Parts Operations.

Performed data mapping for various API interfaces between SaaS (SalesForce and Eloqua) and on-premise (Oracle) business applications.

Participated in Oracle HRMS system testing and wrote test scripts for various HR-related scenarios.

PACKETEER – Sr. Business Systems Analyst, CRM Sales & Marketing Cupertino, CA Sep 2004 – Jun 2008

(Acquired by Blue Coat Systems)

Collaborated cross-functionally with clients and users from Sales, Operations, Marketing, Business Development, and HR to ensure Packeteer business systems align with corporate business objectives for Forecasting, Territory Management, Inside and Field Sales, Channel Partner and Marketing initiatives. Communicated project status.

SalesLogix CRM System Administrator: Defined and managed application, maintained user profiles and security, drove and implemented enhancement projects, created ad hoc queries, conducted worldwide training for new hires and

advanced users, and delivered solutions that met business needs and fulfill end user requirements. Developed and performed related unit and system testing.

Gathered and researched detailed business requirements, created business process diagrams, developed functional specification documents, BRDs, and end user training materials.

Devised and maintained security structure and business rules for Channel Partner Portal. Implemented Campaigns module.

Participated in the business process analysis and Oracle E-Business Suite 12 ERP selection project.

Lead the evaluation and selection of CRM software resulting in successful CRM application upgrade.

STALWORTH CONSULTING – Business Analyst, CRM Requirements Project San Mateo, CA Jun 2002 – Sep 2002

Performed business analysis of client’s business and eCommerce processes and related systems requirements for high visibility, C-level, Siebel CRM project:

Gathered, documented, and verified existing business and web processes of affected business units.

Created business process flow diagrams for organizations across functional boundaries.

Analyzed and documented client and systems requirements considering CRM vendor capabilities.

Performed analysis to identify business issues and provided input on new business processes and related benefits.

LSI LOGIC – Senior Systems Analyst Milpitas, CA Apr 1997 – Jul 2001

Business Integrations and Manufacturing Systems (1999 – 2001)

Analyzed and documented business and systems requirements for various integration projects. Worked with customers and within project teams defining business requirements, coordinating gap analysis, and consulting with development team:

Established functional design specifications for Siebel data interfaces to SAP, supporting new Siebel release and SAP Sales & Distribution, Project Systems and Material Master modules.

Reviewed system interdependencies with SAP team and performed related data mapping activities.

Documented existing data interface between Siebel and the data warehouse, ensuring new release changes were incorporated into interface to new DW data warehouse environment.

Data Warehouse and Decision Support Systems (1998 – 1999)

Project Manager for worldwide BrioQuery 5.5 upgrade/rollout:

Business Analyst for DW migration/replacement project. Team Leader for the evaluation and recommendation of third-party ad hoc query and OLAP tool software.

Managed vendor relationships and provided detailed analysis to drive tool selection.

Coordinated and assessed impact of training and application support and availability on existing support infrastructure, driving towards client ownership.

Sales & Marketing Business Support Applications (1997 – 1998)

IT Project Lead on Pricing and Forecasting Improvement Initiatives:

Established effective relationships with key Sales and Marketing personnel to drive business process changes and provide best practices methodology and tools to meet LSI’s complex pricing process.

Lead the evaluation and selection of 3rd-party software solutions to provide pricing capabilities, and determined needs for system integration to existing Siebel application and enterprise systems.

Analyzed and wrote forecasting reports specifications for various critical and high-priority revenue and product forecasting reports. Performed QA testing activities prior to release.

OCTEL COMMUNICATIONS – Customer Service Planning Engineer / Release Mgr Milpitas, CA Apr 1996 – Apr 1997

Project managed technical voice processing software releases from project initiation through Beta testing stages, for custom software products within the Asia Pacific business unit:

Provided new product overall readiness planning and life cycle analysis (PDLC) for CS operations, and validated that product release could be manufactured, ordered, and supported for general availability.

System Manager certified on several Octel voice processing operating systems and platforms.

EDUCATION

M.S. Systems Management – Information Systems, University of Southern California

B.S. Business Administration – Marketing, San Jose State University

OTHER PROFESSIONAL EDUCATION

Project Management: BluePrint Requirements Management; BPWin; MS Project; LBMS Project Management

Application Development Oracle – DBA, System Administrator, Work Flow, TCA; SalesLogix – Administrator;

and Support: TaskMap; Siebel – Using Siebel99 Enterprise; Trinzic Expert System and GUI Development; Visio; Mercury Interactive Automated Software Testing

Database Design: Oracle – Data Modeling and Relational Database Design; Oracle Programming; Sybase Programming

Project Management: BluePrint Requirements Management; BPWin; MS Project; LBMS Project Management

Telecommunications: Octel Voicemail O/S; SS7 Integrations

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