Business Analyst Power Bi

JALAJA BODAPPATI

Salesforce Business Analyst

Phone: +1-647-***-**** / Email: ***************@*****.***

LinkedIn: www.linkedin.com/in/jalaja-bodappati-b92205133

Professional Summary:

Results-driven Business Analyst with over 12 years of comprehensive experience in business software solutions, process optimization, and project management. Proven expertise in Salesforce implementations, Insurance, SAP, Capital Markets, and ERP integrations. Known for delivering business-critical requirements, managing cross-functional teams, and providing actionable insights to drive operational efficiency. Passionate about solving complex problems, optimizing processes, and delivering scalable solutions. Seeking to leverage my skills and experience to contribute to an innovative and dynamic organization.

Key Skills:

Business Analysis: Requirement Analysis Process Flow Diagrams Use Cases User Stories Data Mapping Functional Testing User Acceptance Testing (UAT) Discovery Sessions Stakeholder Management Business Process Mapping & Optimization

Salesforce Expertise: Salesforce Lightning Salesforce Admin Salesforce CPQ Oracle CPQ Sales Cloud Service Cloud Financial Force PSA SOQL Apex Salesforce Inspector Reporting and Dashboards

SAP: Order Management and Billing Module

Data Integration: SQL SOQL Data Loader Workbench

Reporting & Analytics: Microsoft Excel PowerPoint Google Docs

Collaboration Tools: SharePoint OneNote DocuSign

Technical Tools: JIRA Confluence TestRail MuleSoft Power BI Microsoft Excel Visio SQL SharePoint

Methodologies: Agile (SCRUM) SDLC

Industry Experience: Capital Markets Insurance SaaS ERP Integrations Oracle Financials & Fusion

Soft Skills: Critical Thinking Communication Time Management Team Leadership Problem Solving Adaptability Negotiation Attention to Detail Teamwork and Collaboration Conflict Resolution Decision Making Empathy Presentation Skills Cross- Functional Leadership and Mentorship Facilitation Resilience and Stress Management

Certifications:

Salesforce Certified Administrator

Trailhead Profile: https://www.salesforce.com/trailblazer/jnaidu8)

Salesforce Certified Associate

Trailhead Profile: https://www.salesforce.com/trailblazer/jnaidu8)

Six Sigma Yellow Belt

Power BI – 2-day Training Completion

Business Analysis Course – Winprotech (Endorsed by IIBA)

Professional Experience:

Integration Business Analyst Softchoice, Canada (Nov 2023 – Dec 2024)

Key Projects:

AppDirect: Salesforce to SAP integration for order management

Renewals: Automation of RPA processes and Salesforce-SAP integration for renewal opportunities

Responsibilities & Achievements:

Led and facilitated requirement gathering workshops, analyzing 250+ business requirements and identifying 100+ gaps.

Acted as the liaison between business, technology, and offshore teams, ensuring effective communication and project success by developing comprehensive requirement specifications and user stories for Salesforce and SAP integrations.

Spearheaded data migration and integration, improving order-to-billing time by 70% and increasing data accuracy by 50%.

Optimized UAT processes, achieving a 95% success rate for user acceptance testing.

Led Agile sprint cycles, achieving 95% on-time delivery for all major project milestones.

Developed and delivered 15+ reports and dashboards in Salesforce and Power BI, enabling faster decision-making for business leaders.

Technical Business Analyst Scotiabank, Canada (June 2021 – Oct 2023)

Key Project: GWRT - Global Wholesale Risk Technology

Role: Business Analyst & Salesforce Support Team Lead

Business Analyst:

Responsibilities & Achievements:

Led the implementation and migration from Salesforce Classic to Salesforce Lightning for Global Capital Market users, optimizing business processes related to accounts, contacts, deals, and client management.

Identified and documented over 100+ critical business requirements and 30+ gaps, providing solutions to improve functionality.

Coordinated with Tier 1 vendors to implement solutions, ensuring requirements were met within deadlines.

Participated in Agile sprint planning, created acceptance criteria, and ensured timely delivery of project milestones.

Improved user adoption by assisting with UAT and ongoing support for over 500 Salesforce users, leading to a 20% increase in system usage.

Assisted in testing and reporting for system upgrades and regression testing, identifying and resolving 100+ critical defects.

Involved in discussion with the team in preparation of 30+ reports Power BI and Salesforce reports, accelerating decision-making for leadership teams by 25%.

Critical member of the Quality Analyst team who assists in Sprint tickets functional testing, reporting, upgrade testing, regression testing, documentation of the test plan, test scenarios, test cases and test results. Have raised around close to 100 critical defects on the system.

Salesforce Support Team Lead:

Managed day-to-day Salesforce support operations, resolving user cases and ensuring the timely resolution and was named as “Ninja Star” in resolving issues.

Streamlined case management processes, reducing ticket resolution time by 55%.

Conducted daily scrum meetings and led knowledge transfer sessions to improve team efficiency.

Business Analyst Acosta Inc., Canada (March 2019 – June 2021)

Key Project 1: Program Simplify – Lead to Cash (Nov 2020 – June 2021)

Responsibilities & Achievements:

Spearheaded the implementation of Salesforce Lightning for New Business Development, providing seamless access to leads, contacts, opportunities, and reporting across departments.

Conducted stakeholder workshops and interviews to gather and refine requirements, improving business processes and reducing lead-to-opportunity time by 15%.

Led Power BI integration with Oracle Fusion, enabling enhanced profit-and-loss reporting for executive decision-making.

Collaborated with cross-functional teams on the integration of Salesforce with Oracle HR and Finance systems using MuleSoft and Azure.

Project 2: Lightning Salesforce & Oracle CPQ (Mar 2019 – Oct 2020)

Implemented and tested Salesforce Lightning, CPQ, and PSA applications, ensuring that business requirements were met for pricing, quotes, and service automation.

Managed testing for over 2500+ functional, regression, and integration test cases, improving software quality by 20%.

Project 3: HQ Salesforce

Led UAT for Salesforce Classic implementation for sales and service teams, integrating with SQL Server and Oracle Fusion using MuleSoft.

Conducted thorough testing for business processes involving insurance policy management, including renewals and endorsements for auto and home products.

Project 4: Enterprise Apps

Participated in ERP integration requirement gathering and testing for Salesforce with Oracle Financials using MuleSoft, ensuring seamless data flow and system functionality.

QA Specialist TD Bank, Canada (Dec 2018 – Mar2019)

Key Project: HOJ RESL (Mortgage Web Application)

Responsibilities & Achievements:

Lead QA testing for a mortgage web application, focusing on functional, regression, and integration testing.

Led 30+ testing phases, increasing system quality by 75% and ensuring a smooth user experience across Salesforce and legacy systems

Worked in an Agile environment, collaborating with business and development teams to ensure seamless project delivery.

Managed and resolved 70+ defects during QA testing, ensuring that 98% of post-deployment tests passed successfully.

Created and executed functional and regression tests using JIRA, improving test case quality by 30%.

QA Analyst Aviva, Canada (Feb 2014 – Feb 2015)

Key Project: Auto and Home Insurance

Responsibilities and Achievements:

Conducted end-to-end testing on 5+ modules (New Business, Renewals, Endorsements, Broker Portal, FastTrack), ensuring functionality, usability, and compliance with insurance industry standards.

Led testing efforts for Leisure Quote, validating approval processes for new business insurance policies, resulting in a 30% reduction in approval time.

Developed and executed 200+ test cases, leading to the detection and resolution of 40+ critical defects, improving system stability by 15%.

Collaborated with cross-functional teams, including business analysts and developers, to ensure 100% defect resolution before the product release.

Utilized automation tools for regression testing, reducing test cycle times by 20% and increasing efficiency in defect identification.

Education:

Master of Business Administration (MBA) - Visveswaraya University

Bachelor of Computer Science - Bangalore University

Achievements:

Recognized for leadership and troubleshooting skills with several commendations for exceeding expectations in business-critical projects.

Successfully reduced system issue resolution time by 25% as part of Salesforce support team leadership.

Increased user adoption by 60% for Salesforce applications through effective training and streamlined processes.

Improved data migration accuracy by 55% and reduced manual entry errors across multiple Salesforce integrations.

Led a $500,000 Salesforce implementation project, delivering 35% operational savings and improving business process efficiency.

Facilitated a 45% reduction in deployment time by improving sprint processes and accelerating data integration.

Successfully transitioned 8,000+ records from legacy systems to Salesforce Lightning, with zero data loss.

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