SUMMARY

• 7+ years as a business analyst in sectors including finance, oil & gas, information technology, manufacturing, and pharmaceuticals.
• 5+ years as a CRM business analyst including Salesforce.com and Oracle Sales Cloud
• Job specifications include gathering requirements and writing both business and functional requirement documents.
• Extensive knowledge and use of business analysis tools such as Microsoft Access, Microsoft Visio and Rational Requisite Pro
• Expertise in creating UML diagrams, Flowcharts, Screen Mockups and Systems Requirements Specifications, Test Plans
• Experience in supporting UAT and QA across multiple projects
• Great understanding of process identification, definitions, documentation, and project management methodologies including Waterfall, Agile, and Hybrid.
• 3+ years in Waterfall methodology and 4 years in Agile methodology including hybrid projects
• Excellent communication skills and understanding of both business users and technical developers
• Expertise in analyzing current business process and suggesting enhancements
• Experienced in implementing quality assurance techniques and testing solutions
• Able to thrive in a fast paced, growth - oriented and time-critical environment.
• Worked on Salesforce.com and Oracle Fusion Services
• Ability to key in on solutions that that maximize project requirements and timelines

TECHNICAL SKILLS

CRM Tools: Salesforce.com, Oracle Sales Cloud, Oracle Business Intelligence Tools, Salesforce.com Analytics

Software Development Methodologies: RUP, Waterfall, Agile

Requirements Management Tools: Requisite Pro, ClearQuest

Visual Modeling tools: MS Visio, Rose

Languages: Groovy, XML, JavaScript, SQL

PROFESSIONAL EXPERIENCE

Confidential, Fremont, CA

Sr. CRM Business Analyst

Responsibilities:

• Conducted interviews of key stakeholders to define overall scope and gather key requirements
• Converted and cleaned native customer data for mass import
• Created High level workflow diagrams using MS Visio
• Created custom object to track products, orders, and distribution hubs
• Coordinated with technical team to integrate automatic opportunity and order processing into CRM system
• Developed BRD and maintained progress over course of project
• Created a new model using various business and operational inputs, to provide daily, weekly and monthly forecasts to the specified volume
• Maintained key documents and project hours on MS SharePoint
• Designed custom objects and fields to track opportunity and quote line items
• Developed SQL queries for customer segmentation and customer retention programs and to perform data quality checks for UAT and BAT
• Designed high level reports and KPIs to track monthly changes
• Calculated trend analysis for monitored metric counts of activities
• Maintained client relationships for complete project lifecycle
• Adhoc reporting/programming for time sensitive data using Groovy scripting
• Created training documentation and was responsible for conducting UAT
• Extracted data using SQL and all Microsoft Office applications Excel/Access/Word/Power Point/Visio/Project

Environment: Microsoft Office, Oracle Fusion Applications, SharePoint, BI Publisher, MS Visio, Changepoint, Salesforce.com, JIRA

Confidential - Atlanta, GA

Sr. CRM Business Analyst

Responsibilities:

• Traveled to client location and conducted in person interviews and requirements gathering
• Created Use Cases using UML and managed the entire functional requirements life cycle using Rational Requisite Pro
• Assist the PM in evaluating the impact of changes on the organization and plan accordingly.
• Developed, gathered and edited business requirements, use cases, test cases and implementation plans for web integration and sales projects
• Wrote the business scope document and detailed BRD, created state diagrams, business process flows, defined enhanced business processes and recorded AS-IS & TO-BE states
• Used Agile methods in Scrum to have weekly client updates and testing with key users
• Integrated CRM access into Microsoft Outlook
• Collaborated with technical teams for Oracle Database integration
• Managed the requirements and created the requirements traceability matrix in Excel and shared on SharePoint
• Managed offshore developers and integration team by assigning tasks and tracking completion in conjunction with development lead
• Wrote and created procedure and user manuals based on designed applications and processes
• Involved in performing data analysis and identifying existing defects in production data, potential causes for the defects and solutions to fix them
• Created business rules and data glossary for the entire application
• Led bi-monthly training sessions with key users as a Train the trainer program

Environment: MS Office, SharePoint, Groovy, Salesforce.com, BI Publisher, Oracle Database 11g, UML

Confidential - San Francisco, CA

Business Analyst

Responsibilities:

• Oversaw implementation of Salesforce.com
• Performed interviews and meetings to determine actual project scope and best process practices
• Compile business requirements into functionality matrices and similar documents that outlined user business needs
• Business Process Development (BPD) for as is and future development and design utilizing UML/Visio
• Utilized several different methodologies including SDM Waterfall, and Lean Agile to successfully enhance and lead projects throughout the entire SDLC
• Designed and developed 20+ account receivable (AR) reports using business object intelligence tools enhancing AR reporting capabilities
• Created a custom price list object on MS Visio as per client’s requirements
• Facilitated communication between technical leads and customer
• Develop dashboards/visualizations using Oracle BI Publisher for VP, Director and non-technical audience
• Converted Oracle reports to Salesforce Analytics
• Assisted the PMO in project status, conducted status meetings and documented and reported results
• Completed data mapping, created new fields and updated existing field of the database in Business users
• Served as SharePoint Application main point of contact for corporate functions, enabling efficient team collaboration
• Assist in the development and delivery of tasks outlined in work plans, schedules, project estimates, resource plans, budgets, and status reports
• Used SQL, Business Objects, Tableau and Google Analytics to analyze online traffic and customer acquisition for Confidential ’s portal service
• Created and maintained test plans and was responsible for the creation of applicable use cases as a component of development specifications
• Wrote and optimized complex SQL queries to retrieve datasets across multiple database tables
• Tracked UAT responses and provided a fast resolution

Environment: MS Office, BI Publisher, MS Visio, Salesforce.com, Changepoint

Confidential - Sacramento, CA

Business Analyst

Responsibilities:

• Participated in defining project. Oversaw/coordinated assigned aspects of the development project
• Enhanced Sales portal on Salesforce.com
• Worked with Product Managers to define, develop and document the requirements, use case stories, traceability matrix and data needed
• Gathered transactions data from multiple databases and combine it with the data received from multiple sources
• Maintained key project documents on Sharepoint
• Performed investigation and analysis to consolidate several separate databases into one integrated data warehouse
• Wrote key programming scripts using Javascript
• Created an efficient process for a significant data cleanup
• Coordinated with technical team to manage live instance
• Evaluated proposals and made recommendations to management and clients
• Designed use cases, wireframes, and workflow diagrams using UML and Rational Rose
• Worked with Data team to request additions and updates to Data Model with analysis through Rational Rose
• Assisted in creation of test plans for QA
• Created training documentation and trained key business users

Environment: MS Office, Javascript, UML, Rational Rose, Oracle Database, Changepoint, Cisco Platform, Salesforce.com

Confidential - Austin, Texas

Jr. Business Analyst

Responsibilities:

• Gathered and analyzed business requirements and produced specification documents including support, enhancements, tested, performed root cause analysis with IT policies and standards
• Participated in discovery sessions
• Created reporting requirements and functional specifications
• Performed significant business analyst tasks including identifying gaps in requirements and communicating limitations of application architecture that would affect requirements
• Worked with salespersons to design a functional mobile interface
• Created custom roles per requirements specifications
• Used Visio/UML to display workflows
• Designed multiple use cases in an agile development environment
• Designed final user interface for accounts, opportunity, and product objects
• Worked within project scope and timeline
• Worked closely with technology SME's to deliver to the business leadership an accurate view of the current system capabilities and limitations
• Supported change request requirements which went over project scope
• Assisted integration team with data warehousing problems
• Maintained “Level of Effort” tracking for all tasks and ensured that we stayed on budget and on time
• Worked closely with business leadership to accurately capture and communicate business intent to Technology Team
• Supported final QA and UAT

Environment: Salesforce.com, MS Office, Visio, Groovy