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Sr. Salesforce Business Analyst Resume

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Columbus, OH

SUMMARY:

  • IT professional with 9+ years of Business Analysis experience which includes around 5 years of experience in the Salesforce implementations, Migrations, Integrations, and on Support Projects.
  • In - depth working knowledge of SDLC methodologies including Waterfall, and Agile/Scrum.
  • Interacted with Customers/Clients, Conducted interviews with key business Stake holders & SMEs to collect requirement for business process information.
  • Acting as a Liaison between the development team and the management team to resolve any conflicts for requirements. Working with vendors, business users and management.
  • Worked and created different business and technical documentations including BRD, FRD, TDD, RTM, Gap Analysis, Test Cases, Test Scripts, and Project Scope, Training manuals etc.
  • Participated in all kinds of project related meetings like JAD session, reviews and walkthroughs using email, face to face, telephone, Skype, WebEx etc.
  • Have extensive experience in implementation of OOB & Custom objects, Custom Fields, Tabs, Page Layouts, and Record Types, Field & Record Level Security etc.
  • Conducted feasibility studies & Impact analysis, Cost/Benefit Analysis, Gap Analysis and Risk Analysis
  • Automation Process enhancements through automations including workflow and Approval processes.
  • Hands on experience in implementing Custom Functionalities- Custom Formula Fields, Many to Many Relationships, Lookups, Master-Details, Field Dependencies, Validation Rules, field update, Campaign Management, Console, Live Agent, Case Management.
  • Hands-on experience using Data Loader tool for complex data migrations.
  • Experience in Salesforce Communities, Knowledge Articles, Content/Library, building reports and dashboards, customizing them as per user requirements.
  • Provided ongoingDev, Full copy Sandbox, and Prod Org maintenance and administration services including periodic data cleansing and update related activities.
  • Managing user acceptance testing (UAT), created user training manuals, and conducted user training sessions.
  • Extensive experience in Salesforce.com setup, configuration, and customization, Administration, Data Migration and Integration tools like Apex Data Loader etc.
  • Performed Functional Testing - Test Cases, Test Plans, Test Analysis Reports, System Testing, User Acceptance Testing, and Regression Testing.

Core BA Competencies:

  • Business Analysis
  • JAD Session
  • Application Design
  • User Acceptance Testing
  • Project Management
  • Use Case Modeling
  • Technology Implementations
  • Agile Scrum & Waterfall
  • SDLC Methods

Salesforce Skills:

  • Extensive knowledge about Salesforce setup menu, Configuration, custom Application Development, Administration, Data Migration and Deployment of applications
  • Sales Cloud, Service Cloud, Communities, Content, Knowledge Articles
  • Extensively exposed to creating objects, fields, Record Types, workflows, approval processes, Escalation rules, Assignment rules, validation rules, Email services, custom page layouts,
  • Worked with Data Loader for data migration related activities.
  • Extensive experience in Creating Roles, Profiles, Page Layouts, and Permission Sets
  • Worked on Relationships, Formula fields, and Validation Rules, Sharing Rules & Securities
  • Understanding of Triggers, Apex Classes, Controllers, Visual force pages.
  • Knowledge on Web-service Integrations with external Systems
  • Reports & Dash Boards

PROFESSIONAL EXPERIENCE:

Sr. Salesforce Business Analyst

Confidential, Columbus, OH

Responsibilities:

  • Ensured effective communication is employed to keep business, IT, and key project personnel up to date.
  • Conducted meeting with state boards to gather requirements and Worked on Agile and Scrum Environment for Salesforce custom app implementation.
  • Driven Backlog Grooming, Sprint Planning, Demo, Training, and Retrospective sessions
  • Created/updated different versions of Business & Technical Design Project Documents.
  • Created user Roles and Profiles and sharing setting and used field level security along with page layouts to manage access to certain fields.
  • Worked on understanding & creation of Business Use Cases and Process Flows.
  • Performed Various SFDC Configuration Tasks - Deployed Custom tabs, Validation rules, Approvals, and Auto-Response Rules for automating the business logic.
  • Created workflow rules and defined related tasks, email alerts, and field updates.
  • Created and configured various Reports and Report folders to assist State boards to better utilize Salesforce as a based on needs of State boards.
  • Written Test cases for every use case and User story and executed them. Also assisted in reviewing the test cases provided by the QA team, and discussed the Bugs found with Dev Team in order to resolve and validate the Acceptance Criteria.
  • Conducted UAT Sessions with the users from different State Boards, and gathering feedback and providing it to the Development team.

Environment: Saleforce.com platform, Jama, Record types, Reports, Dashboards, Email, MS Visio, Triggers, Sharing Rules, PowerPoint, Excel, Waterfall, Validation Rules, Messaging, Dashboards, Standard and Custom Object

Sr. Salesforce Business Analyst

Confidential,Reston, VA

Responsibilities:

  • As a Business System Analyst, work closely with Product Owners, and SMEs to understand their system needs, mapped them to Salesforce platform and features.
  • Conducted various meetings with business teams to understand their application needs, and documented them with the help of Process Flow diagrams, and Use Cases.
  • Performed Sprint Planning, Demo, and Retrospective sessions with Project Team.
  • Migrated Legacy application to Salesforce platform along with the complete data.
  • Prepared and maintained BRDs, FRDs, Technical Design Documents, RTMs & Uses Cases.
  • Worked on understanding business processes, connecting users with Record Types and associated them with various page layouts and pick list values.
  • Worked on understanding data model, Entity relationship diagrams (ERD), and prepared the data migration strategy document with complete data transformation model.
  • Objects Relations - Created simple, and Many-to-Many relationships, Junction objects, implemented Roll-up Summary fields to aggregate data from child records on the parent.
  • Worked with various Uses Roles, Profiles, Permissions, Public groups, OWD, sharing rules.
  • Actively involved in the configuration of Salesforce.com application according to the business requirements.
  • Worked on Workflow rules, Approval Process, Validations, and Knowledge Articles.
  • Work closely with Salesforce Developers and help them in functional and data issues.
  • Created and maintained Salesforce Reports and Dashboards.
  • Worked on Data Migration activities - Excel, V-lookup functions, Data Loader.
  • Performed functional testing of the application after the development in various Sandbox Orgs to validate different business rules, and features
  • Written and executed functional test cases, and prepared test analysis reports with Testers.
  • Facilitated end to end UAT, and training sessions with large user groups in person and over online meetings. Tracked the defects, and addressed them with development team.
  • Prepared Training documents and manuals.

Environment: Saleforce.com platform, Record types, Reports, Dashboards, Email, MS Visio, Triggers, Sharing Rules, PowerPoint, Excel, Waterfall, Validation Rules, Messaging, Dashboards, Standard and Custom Objects

Salesforce Business Analyst

Confidential,Pleasanton, CA

Responsibilities:

  • Designed the business requirement collection approach based on the project scope and wrote Functional designs using agile methodology with sprints, & daily standups.
  • Worked on Both the fresh salesforce implementations, and support projects.
  • Carried out regular meetings and walkthroughs with development team members, Project Manager and Quality analyst to better understand system functionality
  • Used detailed knowledge of application features and functions to assess the scope and impact of business needs throughout analysis and completion of all enhancement specifications for each business partner and cross impacted groups
  • Built relationship across multiple technology, operations, services, sales, program and product team to accomplish end goal
  • Facilitated requirements gathering cross multiple vendors and organization
  • Performed the detailed analysis of functional and technical requirements; designed and deployed the custom objects; identified the lookup and master-detail relationships; and created the junction objects.
  • Implemented security and sharing rules Confidential object, field, and record level for different users Confidential different levels of organization. Also created various profiles and configured the permissions based on the organizational hierarchy.
  • Implemented pick lists, dependent pick lists, validation and formula fields to the custom objects.
  • Implemented the validation rules on the objects and tabs, Page layouts, Custom tabs, and Components to suit to the needs of the application.
  • Implemented the workflows and approvals for various functional requirements.
  • Implemented the searching and tagging functionality; developed various custom reports and dashboards for data analysis.
  • Setup first SFDC implementation in the Company with 200+ users. Created Profiles, Role Hierarchy, Permission Sets, Sharing Rules, Record Types and Page Layouts, Workflows and Approval Processes to reflect current business processes.
  • Performed UAT sessions along with Training Documentations.

Environment: Saleforce.com platform, Record types, Reports, Dashboards, Email, MS Visio, Sharing Rules, MS Word, PowerPoint, Excel, Waterfall, Validation Rules, Messaging, Dashboards, MS Project, Standard and Custom Objects

Salesforce BA/Admin

Confidential,Horsham PA

Responsibilities:

  • Interpersonal skills to liaison extensively with customers and internal stakeholders and to negotiate requirements.
  • Gathered user and functional system requirements via workshops, interviews and workflow storyboards and Working with stakeholders and project teams to prioritize collected requirements.
  • Analyzed change requests for existing applications and projects implementing new applications and creating process models, specifications, diagrams and charts to provide direction to the project teams.
  • Developed various Custom Objects, Formula fields, Master-Detail, Lookup relationships, Tabs, validation rules.
  • Created various Profiles, Roles, and Page Layouts and configured the Permissions based on the Organization hierarchy requirements.
  • Designed and deployed Custom tabs, Approval Processes and Auto-Response for automating business logic.
  • Configured various Reports and Dashboards for different user profiles based on the need in the organization
  • Served as a change agent with management to identify/remove unused profiles and custom coding dependency.
  • Involved in Data mapping specifications to create and execute detailed system test plans. The data mapping specifies what data will be extracted from an internal data warehouse, transformed and sent to salesforce.com entity.
  • Developed a plan to implement chatter, solutions, workflow approvals, dashboards, opportunity products and customized forecasting with revenue cycle reporting.
  • Implemented Field Trip, Eclipse Force.com IDE, Demand Tools and Crystal Reporting for Salesforce.
  • Assisted with the Salesforce enterprise edition contract renewal negotiations and obtained a discount that enabled the company to upgrade to the unlimited edition Confidential no additional cost.

Environment: Salesforce.com platform, Apex Language, Eclipse IDE plug-in, MS Visio 2007, MS Project2007, SharePoint, MS Office 2007, JAVA, Citrix, Windows 2000

Salesforce Admin / BA

Confidential, Mountain View, CA

Responsibilities:

  • Understand the overall scope and requirement of the project and translate business requirements into functional specifications and creating High Level Design documents.
  • Conduct interviews with key business users & SMEs to collect requirements and business process information.
  • Create system architectural diagram, Project charter, BRD, FRD etc.
  • Initiate/conduct internal project review meetings and participate in client meetings & JAD sessions.
  • Worked on Service Cloud implementation - Case management, Service Cloud Console, and CTI implementations.
  • Prepare system flowcharts, system diagrams, As-IS/To-be diagram, UML diagrams.
  • Prepare functional and technical document to design communities with Single Sign On integration
  • Design Wireframes for Communities pages using MS Visio.
  • Set up communities in Salesforce using chatter answer, knowledge articles and case management using custom header, logo, email templates, outgoing emails.
  • Install Eloqua for Lead Management in Salesforce and create different queues for incoming leads.
  • Install Dial Source for lead validation and giving access to the Sales Team.
  • Create Test Profiles, roles, sharing settings, validation rules, workflow rules and users and test data for testing.
  • Validate the system integration between Cast Iron, Oracle EBS and Salesforce.
  • Create SOQL query for the Unit test and validated the data flow from/to Salesforce.
  • Develop Sequence Diagrams, flow charts, system integration diagram, Salesforce ERD diagrams using MS Visio
  • Prepare test cases, test scripts for Navigational test, Functionality testing, UAT and GUI testing.
  • Conducted daily & weekly status meeting to align the project goals and document it in the form of status report/MOM and work closely with Project manager to keep track of timeline and budgeting.

Sr. Business Analyst

Confidential, Irving, TX

Responsibilities:

  • Defined business requirements and analyzed the possible technical solutions.
  • Designed Use Case Diagrams, Activity Diagrams, and Sequence Diagrams, Use Cases, and web prototypes.
  • Developed and implemented processes and tools for requirements gathering, analysis, planning,
  • Tracking and delivery.
  • Worked and maintained BRDs, FRDs as Business systems analyst working on supporting
  • Conducted interviews with key business users to collect requirement and business process information
  • Participated in all kinds of project related meetings like JAD session and other reviews and walkthroughs
  • Designed GUI and Navigation flows for the generic viewer facing the end user using MS power point, Visio Comprehensively work with requirement gathering for Enterprise reporting system using RequisitePro.
  • Designed and developed all Use Cases and UML models using MS Visio. Developed Sequence Diagrams, OOD using UML.
  • Create solution specs to support the project and downstream analysis
  • Write business requirements and walk a project through all phases of SDLC lifecycle
  • Interface with external counterparties to assist with trouble calls and support requests

Sr. Business Analyst

Confidential, Dallas, TX

Responsibilities:

  • Researched, proposed and implemented improvements in motivation program for more than 400 sales personnel,
  • Formed and delivered monthly, quarterly and annual reports and analysis of key performance indicators of all departments
  • Worked as an Interface between the users and the different teams involved in the application development for the better understanding of the business and IT processes.
  • Participated in different levels of discussions through JAD sessions, conference calls and business workshops to present the new business process and its implementation.
  • Conducted GAP analysis
  • Creating and reviewing business requirements, functional specifications, project schedules, documentation and test plans.
  • Designed and developed Use Cases, Activity Diagrams, and Sequence Diagrams using UML through RUP methodology
  • Worked with the software architects / developers to ensure that the applications conform to customer requirements
  • Used detailed knowledge of application features and functions to assess the scope and impact of business needs throughout analysis and completion of all enhancement specifications for each business partner and cross impacted groups
  • Built relationship across multiple technology, operations, services, sales, program and product team to accomplish end goal
  • Facilitated requirements gathering cross multiple vendors and organization
  • Implemented pick lists, dependent pick lists, validation and formula fields to the custom objects.
  • Conducted project related presentations and provided reports to the higher management.
  • Interacted with the QA team to investigate and resolve production issues

Business Analyst

Confidential,Newark, NJ

Responsibilities:

  • Monitored Purchase, Delivery, and Service Departments, Retail Shops, Warehouse operations, revealed shortcomings and proposed optimizations to cut delays, frauds, and product losses.
  • Analyzed delivery schemes and proposed optimizations to cut delivery times. Resulted in increasing number of deliveries by 30% with same fleet and cutting delivery cars’ waiting times by 20%.
  • Formed and delivered monthly, quarterly and annual reports and analysis of key performance indicators of all departments
  • Conducted JAD (Joint Application Development) sessions to gather, analyze and prioritize business requirements.
  • Identified and validated high potential business opportunities for stakeholders and developed customized business strategies that are aligned with corporate strategic objectives.
  • Develop UML diagrams like Use Cases and Use case Narrative, Activity Diagram, Sequence Diagram, class diagram and coloration diagram using MS Visio.
  • Reviewed and analyzed the Use cases and came up with System design
  • Developed mock ups and wireframes to represent the User Interface for the business sponsors and development team.
  • Prepared the User Manuals of UI of the application for users to understand all the features and functionalities of the application.
  • Assisted in the QA testing by providing the detailed functional aspects of the system.
  • Assisted the business users to ensure that the system is develop and deployed as per the business requirements.
  • Assisted in developing the project reports and coordinated work plan between project manager and business area.
  • Ensure the development teams are practicing the core agile principles of collaboration, prioritization, team accountability, and visibility
  • Design test cases and ensure the test cases trace back to the original business and technical requirement
  • Prepared and executed test cases for Navigational test, Functionality testing and GUI testing using Test.
  • Designed, developed document templates based on Software Development Life Cycle (SDLC).
  • Assisted in designing test plans, test scenarios and test cases for integration, regression and user acceptance testing (UAT) to improve overall quality of the application.
  • Assisted project managers with the development of project schedules and develop requirements and preliminary design for client applications.
  • Collaborated with the QA team to ensure adequate testing of software both before and after completion, maintained quality procedures, and ensured that appropriate documentation is completed.
  • Assisted in developing test cases and testing strategy for conducting UAT (User Acceptance Testing).
  • Assisted in development of training materials for new technology and process improvements.

Environment: Windows 2000, SQL Server 9.0, MS Office 2003, MS Visio 11.0, Rational Requisite Pro

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