Candidates About

 

Vishwang Shah

 

Business / Data / Test Analyst

10+ years of experience working as Business System Analyst, Data Analyst and Test Analyst in serving diverse client base in insurance, banking, finance & Information Technology. Hands on experience working as Salesforce standard object model, Salesforce custom object model and FinServe (Financial Services) object model. Management qualification combined with demonstrated ability to develop and implement technical solutions to meet critical business needs. An excellent communicator between technical and business units who can translate complex data into easily understood terms. My leadership and interpersonal skills are resulting in effective working relationships with cross teams, users and professionals. Strong Business understands, data analysis skills accompanied with testing skills.

 

AREAS OF EXPERTISE

●      Business Requirement Gathering, documenting and put it in functional specifications for Salesforce, Marketing / Sales Module and Fin Serve Module.

●      Strong knowledge of Software Development Life Cycle, Agile, Waterfall & latest SAFe Methodologies.

●      Worked as Scrum Master for a while and make sure team is up to speed with latest scrum experience. 

●      Advance knowledge of Microsoft Excel, Word and PowerPoint by creating different Macros and by different excels formulas.

●      Requirement Facilitation, Defect Triage & Production Support

●      Strategically design testing flow for RBT (Risk Based Testing) & Defect Flow

●      Strategic, Resource & Budget Planning

●      Technical Support, Training and Documentation

●      Have good knowledge in JCL, IMS-DB, Salesforce, TRAC, SAP SDIT, HP Service Manager, JIRA, and JEMINY.

●      Excellent analytical and interpersonal skills.

●      Experience validating data flows in various Web & Legacy Applications.

TECHNOLOGY SKILLS

 

Operating Systems:   Windows, Mac, UNIX

Software:                          HP Service Manager, TRAC, SAP SDIT, Salesforce Tool Kit, MS Office suite (inclusive Front Page, Project, Visio), MS SharePoint, Rational Clear Quest, HP/Mercury Quality Centre, Selenium, JBehave, Serenity

SDLC Methodology:   Rational Unified Process (RUP), Waterfall, Agile Methodology and Scrum

Management Tools:  MS Project, Microsoft Outlook, Lotus Notes, MS Visio, MS Office, Excel Pivot Tables, Excel Macros

PROFESSIONAL EXPERIENCE

 

T. Rowe Price – Baltimore, MD                                                                                             Feb 2017 – Present
Sr. Business Data Analyst

T. Rowe Price is implementing Salesforce enterprise wide in order to boost their Customer Relationship Management, Campaign Management, Lead Management and Sales process.  Our team is responsible to provide accurate / clean data from the legacy system (IDM) as per business requirements. Those data will be saved in Data Lake called EDH (Enterprise Data ware House) which will be consumed by Salesforce and Adobe Campaign. Daily deltas of client’s regular trading will be sync thru Heroku connect and Postgres DB. One of the biggest infrastructure projects of T. Rowe Price Inc.

 

Responsibilities:

• Responsible for creating data feeds for Data Lake which is called EDH (Enterprise Data ware House) as per T. Rowe Price standard.
• As a Salesforce Business Analyst, I was responsible to analyze Salesforce Custom Field as well as standard fields in all the objects. (Fin Serve Objects, Account Object, Contact Object, Account – Contact Object, Account – Account Object)
• Create Matrix on number of active Business Parties with their asset and balance details to analyze volume for ETL from IDM to EDH.
• Prepared gap analyses between trade report requirements and reports generated by Antares and Total Return.
• Created current, future state Data Flow Diagrams for a planned implementation of Algorithmic Sentry for Securities Lending operation.
• Worked with Executive and Director within Securities Lending to manage a migration of $22bb of assets to a T. Rowe Price UK entity. Implemented best practices, and designed communications of migration status to key stakeholders.
• Hands on experience working on Microsoft Word, PowerPoint and Excel spreadsheet with data manipulation thru Pivot Tables, Pivot Charts.
• Validate all standard and custom salesforce fields are available in Postgres / Heroku Schema.
• Create data mapping documents from IDM to EDH (Enterprise Data Hub) which eventually will connect with Salesforce via Postgres / Heroku and Adobe Campaign Management.
• Once ETL development is completed, I was responsible to create test cases, upload it to ALM and execute ETL testing.
• During test execution, I am responsible to validate flat files with all the data fields and data by executing SQL query to the IDM (existing DB2 database).
• Once development cycle completes, as a Business Analyst, we provides training to the stakeholders and end users like Agents for the updated functionalities. We take their feedbacks and try to implement it in next PI (Program Increments)

State Farm Insurance – Bloomington, IL                                                                       May 2012 – Feb 2017
Sr. Business / Test Lead

Role 2: Business Test Lead (May 2015 – Feb 2017)

Serving State Farm, a leader in P&C Insurance (Property and Casualty), as a Business Test Lead for DC1, where in, we are making Technical Scope update, WAS (WebSphere) 8.5 blue print update and Browser Agnostics update (including TPA- third party applications update) for all DC1 Components (Agency, Associates, Activity Task, Salesforce CRM, OM & Marketing). Project is also in Browser Agnostics update for Activity, Agency and associate components. We have deployed 200+ Component successfully during our project.

 

Responsibilities:

●      Designed Salesforce.com custom objects as per State Farm’s legacy system and system’s stake holders.

●      Design workflows, triggers, validation rules, Page layouts, Custom tabs and components to suit to the needs of the application.

●      Implemented Web to Case, Email to Case functionalities to provide a better customer support and user experience to the end users.

●      Worked on Salesforce Classics and Lighting experience.

●      Hands on experience working on Salesforce Objects, Lead-List Management, Opportunity Management, Account Object, Contact Objects, Account-Contact Relationship, Account-Account Relationship.

●      Documented the “AS-IS” Business Workflows adhering to UML standards. Conducted JAD sessions to define requirements and finalize the Functional Requirement Document (FRD)

●      Actively Involved in Support Development for SFDC, Black Box, Functional, End To End, Regression, System & Integration, User Acceptance (UAT) and Database Testing.

●      Demonstrated experience in understanding and implementing software development models such as Agile, Waterfall and V-Model.

●      Experience using Test Management tools like HP Quality Center 11.0(ALM), Test Link.

●      Experience in managing onshore/offshore testing teams and tasks.

●      Ability to identify documents, and facilitate understanding of business/functional issues
that cross multiple platforms.

●      Hands on experience working on Case Management System (CMS) & Management Information System (MIS).

●      Expertise in preparing Test Plans, Estimations, functional test scenarios, entry and exit
criteria and Defect management and Test Data Management.

●      Extensive experience using Salesforce.com Administration, Creating Roles, Profiles, Page
Layouts, Workflow Alerts, Actions and Approval Workflow, Validation Rules.

●      Designed and developed Use Cases, Activity Diagrams, Sequence Diagrams, OOD (Object oriented Design) using UML and Visio.

●      As a Part of Agile team, He had diverse role in creating user stories and matched that with the use case flows.

●      Prepared business requirements specifications and functional system specifications for usability enhancements, alert workflow.

●      Assist senior QA members in identifying test scope, test risks, and test methodology approaches.

●      Helping test team to create and update test cases based on new functionality or UI Specifications.

●      Involved in Creating Use Cases for each Stake holders on how the application will behave.

●      Write UAT Test cases & System Testing Level Test Plans as well as Test cases to match the expected results with actual results.

●      Maintained a Traceability Matrix to ensure that all functional requirements are addressed at the use case level as well as the test case level.

Role 1: Business Data Analyst: (May 2012 to May 2015)

Serving State Farm, a leader in P&C Insurance (Property and Casualty), as a Business Analyst, I was a part of State Farm’s new initiative CDE (Customer Driven Evolution). CDE project was designed for Multi LOBs (Personal & Commercials) is to create a CRM application in Sales force where in customer are in center which used to be like Agents were in central. The project I am working on is Salesforce CRM which divided into 5 core towers to support entire CRM like Marketing Management, Support Functions, Customer Management, Business Planning and Foundational. To simplify the approach, we have created dependency, where in every tower business and architecture will create their dependency on other core tower and with other DCs (Development Center apart from CRM Salesforce). I was involved in tracking based on assembly order list. Strategically I was involved in creating process flow for defect management, Risk Based Testing, Test Case review process and dependency tracking.

Responsibilities:

●      Working on SAP BI, SDIT to gather all different types of data in desired format, mining data from different application to do analysis on dependency trend. If any discrepancy analyze, I need to create an issue or a risk based on the severity of the data and timelines and present it to the business and stake holders.    

●      Involved in Project planning to understand business scope, entry / exit criteria and budget estimate with the project burn chart to make sure we have expected ROI (Return on Investment) from the effort.

●      Gathering TPA (Third Party Application) requirements from assigned vendors like Impressio & Axiom for Campaign management & ordering leads.

●      SF agents can order those leads via campaign OR via from lead aggregators from Impressio (TPA) where in Axiom (TPA), was there to clean those leads before it delivers to SF agents.  

●      Responsible creating leadership metrics and present it to leadership panel on weekly bases. Core points to cover in the meeting is to see the defect trend, resolution process, 24*7 coverage in onshore / offshore team, requirement traceability metrics.

●      Using TRAC, TESTLINK, Sales Force Toolkit, IBM Lotus Notes, Microsoft SharePoint, SAP SDIT (BI Tool) in order to do my analysis.

●      Performed GAP analysis to check the compatibility of the existing software functionalities with the new business requirements.

●      Created User Stories for all stake holders from Agent Staff, Agent, Sales Rep and many more.

●      Involved in project management by handling project dependences, risk / Issues and change records management.

●      Designed user interfaces and mapped the end-to-end data flow from Involved in creating flow from how online quote starts from any lead aggregators, Once they receive online quote, how quickly that can flow within State Farm agents & how that lead becomes prospect and finally, how that prospects become customer.

●      Data mining from different applications in different format then transform the data in excel format, create certain macros and run the report, often use Pivot table to incorporate huge amount of data and put it in pivot chart to update to the team the process of the application.

●      Assisted the Project Manager in setting realistic project expectations, in evaluating the impact of changes on the organization and conducted project related presentations.

●      Data mapping, logical data modeling, created class diagrams and ER diagrams and used SQL queries to filter data within the Oracle database.

●      Run Train to trainee program with State Farm agents, stakeholders and Business users online as well as in town hall meeting for any new functionality or UI changes has been implemented.

 

Country Financial – Bloomington, IL                                                                             June 2011 – April 2012
Business Analyst

Country Financial is one of the largest IL’s commercial and (P&C) property & casualty insurer and provides insurance protection to more than 1 million businesses and professionals in the U.S. in different states. Part of project that replaces their Billing and Accounts receivable system for their Personal and Commercial lines of business with over Millions P&C policies.

 

Responsibilities:

●      Gather, define and deliver business, system & data requirements from business, stake holders, and SMEs.

●      Worked on Campaign Management, Lead Management, Prospect handling and before they actually become customer, we have underwriting where we go thru to make sure all eligibility requirements are met.

●      Identified all necessary Business and System Narrative Use Cases from requirements, created UML diagrams including Use Case Diagrams, Activity Diagrams, and Sequence Diagrams using Microsoft Visio.

●      Implement and maintain Property & Casualty (e.g. bug-fix, data integration, version release) application.

●      Worked on the commercial & personal lines property and casualty domain and made specific changes to the same for the smooth process flow.

●      Created data mapping documents to map the data fields, which assist the middleware team to route and parse interface messages between different applications.

●      Acted as a liaison between business staff and technical staff to articulate needs, issues and concerns.

●      Created User Stories for different stakeholders as well as for different regions. Actively engaged in Project Management activities on looking over budget, resource constrains, their availability and looking over projecting tasks and timelines by creating Gang chart.

●      Created Use Cases & Test Cases for Stakeholder testing as well as UAT testing.

●      Conducted informal Sessions to develop an architectural solution that the application meets the business requirements, resolve open issues and change requests.

●      Responsible for meetings with users and stakeholders to identify problems, resolve issues and improve the process to ensure a stable and accurate solution.

●      Created and managed project templates, use case project templates, requirement types and traceability relationships in RequisitePro and managed the concurrence of the parties involved with respect to the evaluation criterion

●      Using Ab Initio components to extract and transform data from various types of databases and various formats of files.

 

 

Citi Financial – Baltimore, MD                                                                                 August 2010 – June 2011       

Business / Data Analyst

 

Citi Financial renamed to One Main Financial and by that time, they were running a project from switching their old system Maestro to new and enhanced system Symphony for their financial services as well as mortgage industry. Symphony is the one of the best integrated system which helps business to generate more leads which turn into prospective business. Symphony helps even customer to manage their account online and many self-service tools. Symphony even enables City customers to have advantage using their Prime services for Margin Lending, Security Lending, Clearance and Custody of the stocks.

My Role was to manage their incident tickets data, performance data and their application availability.

 

●      Worked on Citi Bank receivable & payable system starting from Loan Origination, Underwritings, Create prospects, Customer Management and so forth.

●      Worked with different payments systems and payments messages like SWIFT, ACH, CHIPS, etc.

●       Experience working on Credit Management where in customers has been granted credits based on defined business rules.

●      Responsible for gathering requirements, writing functional specifications and use cases for the application.

●      Had in depth review sessions with the business users to understand their margin lending and securities lending businesses and document their corresponding reporting requirements.

●      Developed Test cases and Use Cases, and conducted User Acceptance Testing (UAT), Functional System Testing, Integration testing and resolving the issues and defects identified using Rational Clear Quest.

●      Apart from regular business role, involved in project management which helps PM / Scrum Master to look over Burn Chart vs. Task Accomplishments at the end of each sprint.

●      Created and maintained complete development plans that included functional specifications, requirements engineering, Use Case modeling, risk assessment and mitigation, internal and external workflow.

●      Review LOC (Line of Credit) for the consumer as a check point for them to issue further loans.

●      Reviewed the reports with CIO, CTO, Director and Business on Daily bases.

●       Part of SSMG (Symphony Server Monitoring Group) responsible to monitor 30 JVM across the country, their BVMs, transactions & was making sure, it does matches with the SALs Business has defined.

●       Used HP BAC, Adlex, and Site Scope to make sure all the functionalities are working fine within their SLA decided by the management across the co

●      My contribution to the project was to get senior leadership aware about Symphony application performance with transactions and to overall business response by Loan Booking volume on Daily as well as on Weekly Bases.

●      Analyzed the impacts of the proposed process, performed risk analysis and cost benefit analysis and developed process flow charts. And Posted several reports in the intranet for the management.

●      Involved in Data Validation, Data Verification and data quality clean up. Extensive experience in relational database and Toad SQL.

●      Excellent knowledge of analyzing requirements for data migration, data reconciliation, mapping rules, staging rules and transformation rules for the ETL processes.

●      Have strong Excel skill in creating macros, creating pivot tables & complex reports.

 

Lenovo (IBM) India Pvt. Ltd., Gujarat, India                                               October 2005 – February 2008         

Channel Sales Manager

 

Promoted as, a Channel Sales Manager for Gujarat, India. Responsible for growing territory breadth wise and business wise, which requires market analysis, trend analysis, future market need, channel partner’s expectation, government rules and regulations on periodic bases. Need to generate report twice in a day for leadership and SMEs to make sure everything is on track and to receive guidelines to follow for the coming phase.  

Roles & Responsibilities:

●      Responsible for regional sales reporting, distributor’s stock reporting, ETA reporting and making sure all sales target hit, individually and for entire team. 

●      Daily and weekly bases, provide certain market trend report, competitive analysis, which product is hitting market, what is market expectation, new dealers are in market, prospective dealers can become regional distributor and prospective regional distributors can become national distributor in the growing market. 

●      Efficiently managed 25 Lenovo-IBM channel partners, provide them all sales support, logistic support, marketing support and vendor related support to get the ball rolling and maintain loyalty.

●      Yearly, quarterly and monthly assuring certain amount of business from dealers at individual level, territory level.

●      Provided strategic consulting to channel partners for business plan & sales strategy development. Where should be target market, what product to focus and which dealers will be best to work with based on their client size, eventually that will help dealers to meet their periodical target. 

●      Generated new business development deals through promotional activity in Government projects, corporate & SMEs.

●      Bridged healthy relationships between distributors and partners for WIN-WIN scenario

●      Awarded for the best product knowledge and skilled demonstration of IBM Think Pad.

 

Intel India Pvt. Ltd., Gujarat, India                                                                                  July 2004 – October 2005

Business Development Manager - Internship

Designed as, Business Development Manager for a diamond city, Surat, Gujarat, India. I was responsible for business development in SMEs (Small and Medium Scale Enterprises), which requires regular reporting to make sure; we are meeting our daily target, weekly target and monthly targets. I was driving a team of 8 executives, 4 marketing executives and 4 survey executives whose work was ensures number of lead generates and marketing executives need to make sure number of business closures. Symphony is also enable thru Mortgage applications and supports direct users via web.

Roles & Responsibilities:

●      Successfully developed business in SMEs & Corporate along with IPP (Intel Premium Partner) & GIDs (Genuine Intel Dealer).

●      Proficiently handled train the trainee program by providing soft skill training to business partner’s sales representative.

●      Planned strategies by driving sales engine and marketing engine by weekly, monthly, quarterly and yearly events where need to set sales targets for respective partners and ensure certain amount of business.

●      Planned strategies for target segment, vertical business / profession targets and see the results where exactly partners are getting maximum closures.

●      Responsible for generating event report where in, I was responsible to cover closure per events, target area, maximum closure area, referral business and service satisfactory business. Such reports help business and directors to take decisions for other territories as well.

●      Awarded our team as the winner in Intel’s Dual Core promotions

 

 

Academic Details

• Bachelor of Computer Applications
  • Duration: 2002 to 2005
  • University: Gujarat University, India
• Master of Business Administration
  • Concertation: Finance & Information Technology
  • Duration: 2008 to 2010
  • University: Golden Gate University, San Francisco, CA
• Certification:
  • ITIL
  • Planned for Scrum Master Certification (SCM)