CRM Solutions Architect with 20+ Years Experience

SRINIVAS PASUPULETI

***********@*****.*** 309-***-**** www.linkedin.com/in/srinivaspasupuleti

SUMMARY:

●Professional with 20+ years of experience in IT majorly implementing CRM solutions using Siebel, Salesforce.com.

●Analyse, Interact, finalize, Solution, Design, develop, test and implement the architecture for the business requirements along with integration with multiple downstream and upstream systems, communicating to and from CRM systems.

●Successfully handled and implemented multiple Major and minor releases within the enterprise architecture.

●Scope, implement and deliver projects using industry standard methodologies waterfall, V model, scrum and agile methods. Identify, prioritize and plan the requirements for the appropriate releases based on the criticality of the requirements from the business users.

●Active participation and involvement in design decisions for the project and provide appropriate scalable design.

●Managing team members effectively and efficiently with focus on understanding of the business need\functionality for the requirements, interaction with the team on deliverables, mentoring the new members, knowledge sharing, technical skills update and upgrade.

●Review, update and provide inputs for the technical deliverables completed for the release. Involved in test cases preparation by Quality assurance team with additional focus on functionality for the current and previous releases.

●Tracking & Monitoring all pre and post production activities, with support for the go live production shakeout.

●Onsite/Offshore coordination with the teams on a regular basis, escalation support for any user / production issues.

●Enhance customer experience by improving the quality of the code delivered, production support for the new enhancements that were delivered, seeking feedback from the users on the improvements needed and reducing the number of production issues.

●Conduct regular status meetings and update senior management on project deliverables, issues, performance, reports and metrics. Monitor the release capabilities over a period of time to estimate the projected ROI for the project.

EXECUTIVE SUMMARY:

●Extensively worked in various technologies which include Salesforce, Siebel, BizTalk, Informatica, DAC, OBIEE and sql server.

●Adept in handling end-to-end solutions implementation within the enterprise architecture from requirement analysis to system study, designing, coding, testing, de-bugging, documentation, implementation and closure.

●Good understanding of the business process, helps analyse the requirements and convert them into system requirements.

●Workshops conducted for solution, Design and technical walkthrough of the completed development with the project stake holders, business analysts, business partners, architects, development and test teams.

●Managing, Building and Leading teams, with the objective of learning and understanding real time business functionality which would help with successful project deliveries.

●Build scalable applications which can be reused in the framework of enterprise architecture. Leading the team with focus on enhancing their skill sets, mentoring team members, making them adapt to business implementation of fully scoped projects.

●Experience in interacting with multiple teams interfacing with the CRM applications in the business process and also significant experience working with customers, project managers and technical teams for securing & executing concurrent projects.

●Analyse the risk for a project completion on time, update the risks to the team and work with an objective to overcome it.

●Support the quality assurance teams on helping them define the test cases, providing positive and negative scenarios for testing on the application and work on issues raised by them to a closure in the testing phase.

●Good analytical and reasoning skills on understanding the issues with good inter personal skills which help me interact with the team to maintain a healthy and professional environment.

●Analyse, identify and provide the order of Magnitude (OOM) for the future projects and Labor of Estimate (LOE) for the current project based on the complexity of the scope.

Technical Summary

Salesforce.com

Sales cloud, Service cloud, custom applications, Configuration with objects, fields, Validation rules, Workflow rules, work flow actions, Approval Process, approval actions, creating users, profiles, permission sets, Roles, working with OWD, security settings, Lighting, Lightning components,, Lightning pages, Visual force pages, Apex Programming, Apex Data Loader, Email to Case, Reports and Dashboard, Email templates, visual workflow, process builder, batch apex, scheduled apex, Call center setup and administration, CTI, Omni Channel, Macros, Einstein analytics datasets, recipes, data flows, Process builders, Flows, replication, replication schedules, lenses, dashboards, Einstein Bots, Einstein Case Classification, Einstein Reply Recommendations, HTML, JSON, XML, SOAP, Metadata API, REST API, SOAP API, Tooling API, Bulk API, Apttus CLM, EDA, FSL, Data Cloud, Agentforce, Data streams, DLO, DMO, Calculated Insights, Profile Explorer, Data Explorer, Agentforce Studio, Prompt Templates, Agentforce Assets, Omni Studio.

Salesforce Products

Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Financial Cloud, B2B commerce, Order management, Health Cloud, Data Cloud, Einstein Analytics, Agentforce, Managed and unmanaged Packages.

Siebel Platforms

Siebel 8.1.1.10, Siebel 7.8.2, Siebel 8.0, Siebel 7.5, Siebel 7.7, Siebel 6.3

Siebel Expertise

Data Modeling, Configuration, Scripting, VBC, EBC, Workflows, EAI with http calls, Data maps, Open UI, Integration Objects, Workflow Policies, Inbound web services, outbound web services, Smart Scripts, Email Templates, Document Generation, Task UI, Admin server components, iHelp, Assignment Manager.

Middleware

CPI, Mulesoft, AWS, Azure, BizTalk, MQ Series, Data Services.

ETL\Reporting

Informatica Power Center 9.5, DAC, OBIEE 11g, Einstein Analytics, Micro Strategy

Programming languages

JavaScript, SQL, PL/SQL.

Database

MS SQL Server 2005, SQL Server 2000, SQL Server 2003, Oracle 9.x, DB2.

Operating systems

Windows 98, Windows Server 2000, Windows NT, Windows XP, Windows Server 2003.windows server 2008, windows 7, window server 2013

Integration Systems

Teradata, AWS, SAP, Legacy systems( CPQ, Products, pricing, Order management, Case Management)

CAREER PROGRESSION:

Dynamic Enterprise Solutions Inc

Sr.Developer, Sr. Applications Developer, Sr. Consultant, Application\Functional\Solution Architect

May 2015 – Till Date

State Farm

Technical Lead\ Senior Systems Analyst

May 2015 - Dec 2015

Verizon

Technical Lead – software development

Nov 2005 – Apr 2015

Horn Bill Resources

Consultant

Jan 2003 - Oct 2005

Magus India Pvt Limited

Software Engineer

Sep 2001 - Dec 2002

INDUSTRIES: Telecom, Finance, Healthcare, Retail, Food and Beverages, Insurance, Media, Consumer Products.

EDUCATION:B.Tech from Vignana Jyothi Institute of Engineering and Technology, Hyderabad.

RECOGNITIONS:

●On the spot award for 2011.

●The team got an Ovation award in 2013 for resolving highly escalated user issues.

●Recognized with the Above and Beyond award in 2014.

PROFESSIONAL EXPERIENCE

Role: Sr. Application Developer, Sr. Consultant Apr 2022 - Till date Environment: Salesforce.com, work bench, Jira, Version1, Azure Devops, github, TFS, AutoRabit, Genesys, Managed packages.

●Salesforce.com: Sales Cloud, Service Cloud, Objects, Fields, Validation rules, Creating Users, Profiles, Permission sets, OWD, workflows, process builder, Flows, Omni Channel, Visual Workflows, standard reports and dashboards, Report types, approval process, Visual force pages, Apex, Apex Classes, Triggers, Custom Metadata, custom settings, Process builders, Flows, Call centre setup and administration, Einstein Bots, Einstein Case Classification, Einstein Reply Recommendations, HTML, JSON, XML, SOAP, Metadata API, Tooling API, REST API, SAP, CPI Integrations.

Job Responsibilities:

●Understand the existing business process and Interact with the business teams to get deeper insights on the requirements, to perform the impact analysis for the changes and explain the impacts to the business.

●Owner of key business stakeholder meetings to discuss on the enterprise model on the user stories, alignment by the product owners, decision & discussions on the enterprise user stories, user story impacts to other business units, reusable user stories solutions to be used by other business units and planning the scrums for the high critical items.

●Participate in scrum meetings conducted with the development, testing, business analysts, project managers and product owners for clarifications, solutions, design discussions, technical discussions.

●Key decision makers in enterprise architecture, articulate the best methodologies to be implemented as a solution with the focus on reusable architecture for the initiatives from the business.

●Perform deep dive analysis on the functional and technical design of the existing system with focus on the business process and technical limitations.

●Understand and analyse the requirements provided by the business team. Provide solutions on the implementation framework for the stories based on the current configurations.

●Articulate the impacts of the new requirements into the current system and have a deep dive discussion with the project and architect teams on the proposals.

●Understanding new business requirements with focus on building reusable components which can be consumed by the other business units with minimum configuration\customization.

●Understand and articulate the integration architecture with external systems by exploring the data model and the means and ways of integration that can be done based on the business requirements.

●Create Design documents for the requirements and have it reviewed with other architects and technical architects.

●Workshops conducted to review the proposed solution with the business and executive teams, identify any gaps in the solution, work on improving the solution as per the feedback provided.

●Work closely with the development team by providing the insights of the user story and the solution approach of the frameworks that are to be built for the user stories, monitor the progress, work with the clarifications, technical issues that the team is facing while implementing the solution, complete the solution development as designed and approved by users.

●Work with the QA team to cover all the scenarios that are to be tested for the current user epics.

●Workshops are held with the business team to review and get feedback on user stories for which design\development is complete, clarify any concerns raised by the team and track any new requirements that come in as part of the discussion.

●Worked with the Dev team to have all the components moved from QA to UAT and make sure the functionality is working, perform functional tests, validate the components that are deployed.

●Workshops conducted with the users for the user stories that are to be tested as part of the UAT, support users in the UAT phase with any issues\clarifications that are raised, work on the bugs raised by the users in the UAT phase, work with the users to get the sign off of the user stories after validation is completed for the current scrum.

●Worked with other solution architects, development and business analyst team from other business units to help them understand the design on frameworks provided by core on the completed user stories\epics, provide an overview on how the functionalities can be implemented, provide the package details to the other business units which can be consumed from the version control tool, provided support on all the techno functional details needed by the other team.

●Worked with the executive team provided updates on the progress of the project, included key blockers, and worked around any other issues which are impacting the solution.

Roles: Developer, Application Architect, Functional Architect, Solution Architect, Technical Architect. Jan16–Jan18, Oct18–May20

Jun 2020 – March 2022

Environment: Salesforce.com, Eclipse, GIT, work bench, Version1, Jira, AWS, Teradata, Data Services, Eclipse, Data loader, Wave Analytics, Web Methods, Mule Soft, Teradata, SAP, Legacy systems.

●Salesforce.com: Service Cloud, Objects, Fields, Validation rules, Creating Users, Profiles, Permission sets, OWD, workflows, process builder, Lighting, Lightning components,, Lightning pages, Visual Workflows, reports and dashboards, Report types, approval process, Visual force pages, Apex, Apex Classes, Triggers, Custom Metadata, custom settings, Call centre setup and administration, Case management, Omni-Channel, Live Agent setup, Entitlements, Milestones, Einstein analytics datasets, recipes, data flows, replication, replication schedules, lenses, dashboards, HTML, JSON, XML, SOAP, Metadata API, Tooling API, REST API, Apttus CLM, Einstein Case Classification, Einstein Reply Recommendations, Vlocity, Health cloud, Data Migration Planning.

Job Responsibilities:

●Understand and analyse the requirements provided by business for the new requirements. Worked in ~15 different projects as an architect in different capacities and provided solutions as needed per the business, both in Classic and Lightning.

●Interact with the Business teams to get deeper insights on the requirements, to perform the impact analysis for the changes and explain the impacts to the business.

●Perform deep dive analysis on the functional and technical design of the existing system with focus on the business process and technical limitations.

●Articulate the impact analysis of the new requirements to be built into the current system and have a deep dive discussion with the project and architect teams on the proposals.

●Design a workflow to Orchestrate the to be process for the new business requirements, review them with the technical, product and platform architect team on the design impacts for the approvals.

●Point of contact for the application for business teams, technical, functional, testing, governance teams for the project scoped for the current release. Understanding new business requirements with focus on the goal of end to end integration.

●Demo the final proposed solution to the business users, product team, technical, architect teams to explain the impacts of the new business requirements and get to an agreement for their approvals.

●Create functional detailed documentation for new requirements covering all the aspects which include technical requirements, project specifications, project times lines for the various phases of SDLC for migrating the functionality to the system.

●Review the completed functional document with the onshore technical team and update the document accordingly as per the inputs from the team and get a sign off from them.

●Review system requirements for the projects, providing analysis to the requirement owners on the quality and completeness of requirements.

●Review the specifications with the development team to ensure that we are achieving the system requirements as designed.

●Review the completed FDD with the product owners, business users and explain the functionality that will be built as part of the new requirements and get a sign off for the next activities.

●Architecture the system to meet the project specifications by customizing, configuring and implementing enhancements on the out of box environment.

●Design and technical walkthrough of the completed development with the project stake holders, business analysts, business partners, solution architects, development and test teams.

●Assist support to the quality assurance teams in building test strategy, reviewing test cases, functionality review of project, fixing defects, defect fix documentation in the system test environment.

●Plan the release strategy for migrating the completed dev components from Dev to INT to UAT, Production.

●Be up to speed with the new features introduced as part of the salesforce releases, analyze the impacts to the current system.

●Perform SIT with multiple teams involving SFDC, TD, interface teams with the goal to have the end to end integration working for the new and existing functionality.

●Prepare metrics, charts on the daily progression of the test cases and provide updates to the management on the issues.

●Support performance testing in the test phase by providing inputs to the performance team the inputs needed, monitoring the services when testing is in progress, collecting the statistics and improving the performance by fine tuning the components.

●Environment readiness in UAT which involves, migration of the components signed off from SIT to UAT, user creation with appropriate access, validation of the components, perform smoke test before the users start the UAT.

●Perform Data load activities for the master data, validate the master data update from the external systems, validating the provisions for all the master data related objects.

●Working as a single point of contact for the current application which includes helping all the teams on the updating the progress of the current projects that are in line, working on new enhancements slated for the future releases and work on production issues raised by the users.

●Conducted Workshops created before the UAT sessions for explaining the current and future enhancements that are integrated as part of the application. Enabled Sales force Licences, Provided appropriate access\permissions\restrictions to the users. Support the deployment teams on the issues that are brought up as part of the UAT testing.

●Work with the deployment team on the issues raised by the users, assess the issues, provide updates to the dev team, explain the missing functionality, perform end to end testing in SIT, update the deployment team on the root cause of the issue and move the changes to UAT for the defects to be validated.

●Assessment of the change requests after investigation based on the impacts and work on developing and completing these. Preventive and precautionary measures on the volume growth and data usage in various environments, Work with the business on the signoff for migration of the changes into production.

●Perform the pre-deployment activities, preparing the plan for the deployment, validating the component list planned for the release, data loads strategy that has to be implemented, performing checks on the pre and post deployment activities to be performed on the release date.

●Implementation and migration of the completed development into production, support for pre and post migration activities, which involves data updates, data loads and smoke test to be performed after successful migration of the components.

●As part of the Salesforce.com dev team, Built the Salesforce.com application by configuring the app, tabs, custom objects, fields, Validations, related lists, pick list, relationships, page layouts, dependent pick lists, workflows, profiles, permission sets, roles, OWD using the point and click.

●Customized pages using visual force pages and apex, Built custom triggers to have validations on the objects to meet the requirements. Use the best practices for coding to overcome the governor.

●Built web services to interact with external systems to receive the case details and update them in the system using apex coding.

●Created multiple permissions sets to provide app access to different users based on the discussion with the business and provided different privileges as per the access needed by the users.

●Worked on enhancements with the call centre tool to track the number of orders created by a call centre rep over the calls. Worked on the Case management module which include entitlements and enhancements to make the business process better.

●Worked on the POC modules for the Omni channel enhancements that were needed as part of the stakeholder requirements.

●Worked in restructuring the major payments module which were having multiple bottle necks, as a process wise. Reduced the time for creating a payment from ~4-5 minutes to ~1 minute, which is a win for business and also efficiency improvement for the business users.

●Worked on providing a one to many, many to many, downloadable features for the payments modules which also have increased the efficiency for the users which was a time-consuming process from hours to minutes.

●Worked on the Einstein analytics platform, to create a customized dashboard per the business requirement using datasets, recipes, data flows, replication, replication schedules, lenses, dashboards.

●Identify the objects, work on the data and work on the process of creating datasets for multiple standard and custom objects. Cleaning of the created data by identifying the key components needed for the process.

●Created data flows using multiple transformations like append, augment, sfdcdigest, digest, edge mart, sfdcregister and other data transformation methodologies. Created multiple dashboard components like numbers, text, containers, links, graphs, list, range, raw data as per the business requirement.

●Worked on creating data flows using the JSON, for requirements where there was a need to combine one or more standard or custom objects. Using the datasets for creating the dashboards for the users. Using multiple datasets to create logical dashboards for the users which are logically related to each other.

●Worked with the managed packages and enhanced the functionality as per the business needs.

Role: Solution Architect Feb18–Sep18

Environment: Salesforce.com, Eclipse, GIT, work bench, Jira.

●Salesforce.com: Service Cloud, Objects, Fields, Validation rules, Creating Users, Profiles, Permission sets, OWD, workflows, process builder, Visual Workflows, standard reports and dashboards, Report types, approval process, Visual force pages, Apex, Apex Classes, Triggers, Custom Metadata, custom settings, Call centre setup and administration, Case management, Omni-Channel, Live Agent setup, Entitlements, Milestones, HTML, JSON, XML, SOAP, Metadata API, Tooling API, REST API.

Roles: Technical Lead\ Senior Systems Analyst May15 - Dec15

Client: State farm.

Environment:Salesforce.com, Siebel financial services, Siebel 8.1.1.14, MS Sql Server 2008, windows server 2012.

●Salesforce.com: Objects, Fields, Validation rules, Creating Users, Profiles, Permission sets, OWD, Security sharing, workflows, approval process, Visual force pages, Apex, batch apex, schedule jobs, Apex Classes, Triggers, Web services.

●Siebel: Tables, BC, BO's, Links, MVG's, Applets, Views, Screens, VBC, Scripting on applet, BC, Business services), Siebel client(State model, pick lists, Admin screens, Workflows, workflow Policies, Integration Objects, workflow actions, Workflow Monitor, web services, sql queries, EAI Inbound and Outbound Web Services, Server administration, db views, db triggers.

Roles: Analyst, Module Lead, Technical Lead, Architect Nov 05 - Apr 15

Client: Verizon.

Environment: Saleforce.com, Siebel Power Communications, Siebel Call Center, Siebel 8.1.1, Siebel 7.8.2, Siebel 7.8.2, Siebel 7.7, Siebel 7.5, Siebel 6.3, MS-SQL Server 2000, MS Sql Server 2003, MS Sql Server 2005, BizTalk, MQ series, windows server 2012, BizTalk server 2006 R2, Informatica power center 9.5, DAC, OBIEE 11g.

●Siebel: Tables, BC, BO's, Links, MVG's, Applets, Views, Screens, VBC, Scripting on applet, BC, Business services), Siebel client(State model, pick lists, Admin screens, Workflows, workflow Policies, Integration Objects, workflow actions, Workflow Monitor, web services, sql queries, EAI Inbound and Outbound Web Services, Server administration, db views, db triggers.

●Salesforce.com: Objects, Fields, Validation rules, Creating Users, Profiles, Permission sets, OWD, Security sharing, workflows, approval process, Visual force pages, Apex, batch apex, schedule jobs, Apex Classes, Triggers, Web services.

●BizTalk: Schemas, Maps, Orchestrations, Pipelines, BizTalk Admin.

●Informatica: power center for Source schemas, Target schemas, Mappings, Workflows, Admin.

●DAC: Subject Areas, Source Tables, Target tables, Mappings, indexes, Execution of the daily jobs, Monitor the jobs.

●OBIEE: Physical layer, Business Layer, Presentation Layer.

●Sql server: Sql queries, Db Triggers, Db Views, Stored Procedures.

Responsibilities:

●Interact with the Business team for requirements gathering, impact analysis and design.

●Involved in all the A&D calls for the CRM projects and do the initial analysis of the business requirements provided and inputs on the feasibility, gap analysis, impact analysis of the requirements.

●Understanding new business requirements with focus on the goal of end to end integration.

●Support parallel developments from Dev, SIT and UAT environment setup with data to testing support for completed development.

●Assigning the development activities to the team as per the capabilities of the team members and getting updates from the team regularly.

●Completing the dev activity assigned on time with complete unit testing and support for the SIT, UAT and production deployment phases of the project.

●Leading and Mentoring team in different phases, to understand and transform the Business requirements into the real-world usage scenarios.

●As part of the Salesforce.com dev team, Built the Salesforce.com application by configuring the app, tabs, custom objects, fields, Validations, related lists, pick list, relationships, page layouts, dependent pick lists, workflows, profiles, permission sets, roles, OWD using the point and click.

●Customized pages using salesforce.com visual force pages and apex logic in coding to meet user requirements.

●Built custom triggers to have validations on the objects before a record is created or after the record is being updated into the system. Used the collections extensively to overcome the governor limits in triggers and apex.

●Extensively worked on entities like accounts, contacts, campaigns, leads, opportunity, opportunity lines, locations, products.

●Built callout and web services to interact with the quoting system to send the opportunity details for the quote to move forward in the enterprise world using apex coding.

●As part of Siebel dev team, we have enhanced the out of box Siebel functionality to meet the requirements by customizing tables, extension table, custom extension tables, columns, Business components, fields, user properties, validations, joins, links, pick lists, mvg's, MVF, EBC, VBC, scripting(escript) at BC, Applet, Business service, Application, Applets, list columns, controls, custom buttons, layouts as per requirement, toggles, drill downs, applet user properties, views, screens.

●Extensively worked on pre-built and custom entities like Accounts, Quotes, locations, lines, approvals, product, templates, orders, configuration, Order management, campaigns, leads, opportunities.

●Built multiple Integration objects, workflows, workflow policies, business services (Client & Server), Inbound Web services, Outbound Web services, Web services (SOAP), runtime events, personalization to address the user requirements.

●Have fine-tuned the application as there were performance issues by using the object manager logs, spool files and SARM analyzer utility.

●Built multiple db views for EBC to display the data in the UI as per the user requirements.

●Modified the existing pricing logic which is written in the stored procedure using PL\SQL programming by updating the SP code using queries which would perform inserts, Updates, deletes based on multiple base and custom tables to accustom the logic for the user requests.

●As a performance improvement change we have migrated a huge amount of logic which is written in the escripting to SP. Have used custom scripting to update a field in UI which would trigger the SP at the table level, where we have imposed checks on multiple table for validation of the data and then moving it forward.

●Automated the process of quote creating which includes quote header creation along with specific locations, addition of the lines, validations with the help of web services as per one of the usage scenarios in the enterprise architecture.

●Automated the process of updating products with the country specific products while the lines are created while a web service calls triggers to create the quotes.

●Extensively used SOAP UI for testing the interfaces before dropping the code for testing.

●Point of contact for all the legacy interfaces.

●With BizTalk as the middle ware for our enterprise CRM systems, as part of this team have good understanding of the BizTalk architecture and worked in BizTalk to create schemas, maps, Orchestration, pipeline, and updating the configurations into BizTalk admin console.

●Good understanding of the BizTalk admin console and also monitored regular web services.

●Understood the existing legacy interfaces integration with BizTalk by going thru the schemas, orchestrations, maps and pipelines used for the process.

●Using Informatica have transformed the OLTP data to OLAP data, using the out of box functionality by building source schemas, target schemas, mapping the schemas, building the workflows,

●Built DAC to have the Informatica objects in place, executing DAC, fixing errors caused in DAC by checking the logs and executing them.

●Monitoring the DAC in production to see if any error is being reported for the workflows that are being run.

●Developed objects in Data layer, Business layer, presentation layer in OBIEE for generating reports for the users.

●Prepare the Technical Design Document, unit test cases and Execute Unit Test Cases.

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