Dhaval Kumar

  • Sr. Salesforce Business Analyst
  • Danbury, CT
  • Member Since Mar 30, 2023

Candidates About

 

Dhaval Kumar

PROFESSIONAL summary

·         A well-seasoned Business Systems Analyst with 7+ years of experience and a proficiency in deploying solutions to improve efficiency and grow returns in an array of domain

·         Well versed in analyzing of CRM business processes like Forecasting, Campaign management, Lead Management, Account Management, Case Management.

·         Extensive experience in CRM implementation across

  • Scoping
  • Gap Analysis
  • Requirements Gathering
  • Documentation
  • Validation and Testing
  • Training

·         Experienced in deploying CRM Solutions using Agile & Software Development Life Cycle (SDLC) from requirement gathering to deployment and maintenance of applications.

·         Expert in networking with stakeholders, SME’s, IT Team, Project Manager for gathering requirements by conducting interviews, JAD and JAR sessions and workshops or procedures, defining business processes, identifying and analyzing risks

·         Conducted Brainstorming session to identify issues in the pre/mid/post implementation phase of software.

·         Experience in SFDC development using Visual Force, Force.com IDE, SOQL, SOSL

·         Executed trend reports, season over season performance comparisons and other database analytics to optimize direct marketing campaigns using Business Objects & SFDC native reports.

·         Expert in generating and analyzing custom reports and dashboards for key client users, to provide detailed information on KPI’s of the business.

·         Utilized corporation developed Agile SDLC methodology. Used ScrumWork Pro and Microsoft Office software to perform required job functions.

·         Good understanding of relationships like lookup and master-detail in context of developing an efficient business process management application.

·         Excellent documentation skills exhibited in Business Requirement document (BRD) and User Requirement Document (URD)

·         Conducted UAT (User Acceptance Test) sessions.

·         Experience with Apex Language, Apex Class, Apex Web Service, Visualforce Pages, Visualforce Components & Controllers.

·         Leveraged out of the box solutions functionality for best practices, common fixes.

·         Knowledge about MS Solver and Risk Solver

·         Experienced in Data migration and integration using AppExchange applications and other tools like Informatica On-Demand, Data Loader, Import Wizard.

·         Experienced in implementing OWD, field and role-based security compliance based on requirement. (Expert in working on Declarative feature of SFDC)

·         Highly motivated team player having excellent communication, problem solving, presentation and inter-personal skills with attention to detail, proficient in working in a challenging and cross- platform environment

 

Education: Bachelor’s in Business Administration.

 

Technical Skills:

Force.com Modules

Sales Cloud: Salesforce automation including Leads, Web to lead, Accounts, Contacts, Opportunities, and Contract. Visualforce Controllers, Apex Classes

Service Cloud:  Cases, Solutions, Ideas, Customer Portal, Customer Self Service portal, web to case, email to case Custom Cloud:  Custom object development

Data Migration Skills & Tools

Data Analysis, Data Cleansing, Data Normalization, Data Migration, Salesforce.com Data Loader

Databases

SQL Server, MS Access, Oracle, DB2, MySQL, SOQL

Project Design tools

Microsoft Visio, Rational Rose, Gliffy, Mockup Screens,

Microsoft Expressions Web

Defect Tracking Tools

Bugzilla, Rational ClearQuest, Quality Center, HP Quality Center

Other Tools

MS Office Suite, VM Ware, Toad, Outlook, Lotus note, SAP Business objects, Sibel

 

PROFESSIONAL EXPERIENCE

 

GE Capital Americas, Danbury, CT                                                                         Oct 2017 – Till Present

Sr. Salesforce Business Analyst

GE Capital Americas has implemented salesforce.com and force.com in financial services businesses to gradually substitute Siebel Sales Platform and integrated it with other systems. The project included implementation of Marketing Cloud, Sales Cloud and Services cloud on Force.com Platform, App-exchange packages, Chatter, Mobile and Desktop integrations, Business Rules, Web to Lead, Marketing Automation and various other features. Implemented salesforce.com for 12+ business platforms and involved in Project scoping and team management, project deliveries, monitoring and production support. Created system Test Plan, Test Cases, Test Data, Unit testing, System Testing, Integration Testing, detection of defects, Bugs reporting.

 

Responsibilities:

·         Working as a Salesforce.com Business/System Analyst involved majorly in business and functional Requirements gathering and analysis, translating the requirements into specifications, solution designing, documentation, acting as a link between developers, subject matter experts and end users, performing gap analysis.

·         End to End Implementation: Enterprise-wide complex implementations, of Salesforce Automation, Service and Marketing initiatives, Force.com Customization, Project Management and Delivery.

·         Config Lead involved in Salesforce.com Customization, Configuration, Administration, Data Migration, Deployment, Monitoring and Production support. Configured and customized Salesforce.com Marketing, Sales & Service cloud and Force.com Platform using workflow rules, approval processes, validation rules, custom objects, fields, profiles, permissions sets, assignment rules, Analytics such as Reports & Dashboards, Analytic snapshots, layouts, tabs, apps, mobile configuration, desktop integration, Chatter, content management, Salesforce to Salesforce, sites, web-to-lead, mass email, sharing settings.

·         Designed conceptual and logical data models of Data Warehouse and tables. Using Shared Containers and creating reusable components for local and shared use in the ETL process.

·         Part of Agile team using Rally to accomplish sprint planning in a timely fashion, writing epics, User stories and CR's for team members to carry out declarative task in SFDC via administration and or development. 

·         DATA Conversion - Analysis, Validation and remediation of Source data for Data Conversion, Knowledge of SFDC systems DATA model

·         Worked with a variety of tools Excel, import wizard, data loader and Bug reporting tool like QC and SFDC Cases

·         Identified SLAs and defined escalation rules with other stakeholders

·         Code Deployment: Force.com IDE, Apache ANT, Change Sets, Jenkins and Dream Factory (App-exchange Tool). Involved in packaging components, creating repositories, Validation against production, validating test classes, Deployment preparation, and script-based deployments and manual deployments in production, Sandbox management, and code migration between sandboxes/production.

·         Worked on Master Data Management (MDM) for maintaining the customer.

·         Assessed App-exchange plug-ins and applications, implemented app-exchange products

·         Supporting more than 12 business platforms on Salesforce.com CRM, monitoring integration logs, debugging code, responsible for receiving and distributing tickets among the team and responding with solution or escalating the tickets to proper team. 

·         Performing Data Migration activities using Apex Data Loader and Excel Connector also created reusable mappings.

·         Salesforce.com Administrator learned current process and worked closely with all users as updates continue to be developed and rolled out.

·         Acted as the primary point of contact for Salesforce users

·         Testing: Worked extensively on Functional Testing, Database Testing, GUI Testing and Manual Testing and developing QA Test Plan, defining Test cases, reviewing and maintaining Test scripts, analyzing bugs, automated testing and User Acceptance Testing (UAT)

·         Involved in and managing monthly releases. Change requests and enhancements are captured as cases in Salesforce and undergo full SDLC.

·         User Training - provided End User Training, Administration Training, and IT Training.

 

Technology and Tools – Salesforce.com Enterprise and Unlimited Edition, Force.com, custom objects, Workflow and validation rules, profiles, security, single sign on, Layouts, user and roles, mobile and desktop integration, Force.com IDE, Apex Data Loader, Eclipse, SOAP UI, Apache ANT, Jenkins, Data Extract Tool, C-Force/Config AID, Apex Explorer, AppExchange packages, Service Now, Clarify, MS Office, MS Visio.

 

Thrivent Financial, Appleton, WI                                                                              May 2016 – Oct 2017

Salesforce BA/QA    

Worked on the development/implementation of a Salesforce-enabled sales productivity management for our client. Allowing sales people to quickly assign contacts in salesforce.com to pre-defined relationship building email campaigns for marketing.

 

Responsibilities:

·         Reviewed, analyze & amp; evaluate complex business systems, processes and user needs

·         Assisted in defining and designing system requirements and recommends solutions to a business need.

·         Performed execution of test cases manually using Quality Center.

·         Participated in testing with various Salesforce.com standard objects like Reports and Dashboards, Leads, Accounts, Contacts, and Opportunities along with Campaigns.

·         Extensive experience over creating and testing Salesforce CRM Workflows, Approval Processes, Validation Rules and Sharing & Security rules.

·         Developed custom Objects and Fields as specified in the scope document.

·         Created data flow diagrams and process flow diagrams to facilitate better system understanding.

·         Worked on Salesforce component configurations.

·         Extensive configuration experience in Email Templates, Auto response rules, escalation rules and Business Process

·         Experienced in working with diverse customer to map out their AS-IS business process to Salesforce out of the box solutions and recommended customization / configurations

·         Worked on building load rules and transformation logic for Extraction, Transformation and Loading (ETL) of the data into the data warehouse.

·         Track and maintain the requirements to functionality traceability and use case traceability.

·         Analyzed Business requirements and solution specification documents to design Test Plans, Test cases.

·         Defined requirements in Quality Center and map with the respective test cases for traceability.

·         Regularly participated in Technical and Used Case review meetings for various functionalities in the application.

·         Involved in defect triage meetings, reviews for functional requirements, Test case scenario and User Acceptance Testing

·         Worked in phased out manner with salesforce implementations

·         Prepared Test Strategy and Test Plan for all the applications.

·         Analyzed Business requirements and solution specification documents to design Test Plans, Test cases.

·         Used MS Excel sheet for comparing the millions of records and its fields

·         Maintained multiple versions of test sets and work on regression testing

·         Performed data validation testing, wrote test cases based on business scenarios

·         Involved in User Acceptance Testing

·         Involved in reviews for functional requirements and Test case scenario and Test case designing

·         Decent knowledge on Data loader and MS Excel (macros).

 

Technology and Tools – Salesforce.com Enterprise and Unlimited Edition, Force.com, custom objects, Workflow and validation rules, profiles, security, single sign on, Layouts, user and roles, mobile and desktop integration, Force.com IDE, Apex Data Loader, Eclipse, SOAP UI, Apache ANT, Jenkins, Data Extract Tool, C-Force/Config AID, Apex Explorer, AppExchange packages, Service Now, Clarify, HP Quality Center, MS Office, MS Visio.

 

Rewards Network, ChicagoIL                                                         Jul 2013 – Apr 2016

Business Analyst

Rewards Network is a restaurant marketing company that provides restaurants with access to 3.4 million frequent diners who enrolled into to various dining rewards programs. The company used Salesforce to track contacts, opportunities, and activities as the sales and marketing reps were unable to easily access historical information on restaurant clients. It also required a centralized document repository for sales collateral and training materials

 

Responsibility:

·         Performed the roles of Salesforce Administrator in the organization.

·         Interacted with various business team members to gather the requirements and documented the requirements.

·         Created Custom Objects and fields for transactional, credit and contractual information.

·         Designed and deployed Custom tabs, validation rules, Approval Processes and Auto-Response Rules for automating business logic.

·         Created workflow rules and defined related tasks, email alerts, and field updates.

·         Process mapping, data cleansing, data migration and validation of data table structure in areas of sales, inventory, procurement, production and distribution

·         Created Custom Dashboards for manager’s home page and gave accessibility to dashboards for authorized people.

·         Implemented chatter to improve internal communication and enhance customer service.

·         Generated numerous reports using components like pie charts, bar charts and funnels for executive users to optimally utilize Salesforce as a sales tool and enhance their forecasting ability.

·         Added Salesforce Chatter to help employees share news and information, keep up to date on company happenings, share best practices and build relationships.

·         Apex Data Loader was used for data migration and performed Metadata migration programmatically

·         Assisted in developing Web service to allow salesforce.com to communicate with the AS400 and automatically populate new client account records with contract sales data without the need for manual entry.

·         Developed a Web-to-lead functionality to rewardsnetwork.com site which directs leads to Salesforce CRM

·         Also wrote queries in SOQL to make complex validations possible

·         Assisted QAs to Construct Test Plan, Test Cases and Sandbox testing

·         Added Mobile access so reps can view and update information when using their BlackBerry and iPhone devices

·         Facilitated implementation of new functionality to the users through training sessions and demos.

·         Involved in training and documentation for Users and Post Production support to resolve user issues

 

Technology and Tools:  Quick Test Pro, Load Runner, Rational Clear Quest, Rational Clear Case, Rational Requisite Pro, Rational Rose, UML, RUP, SDLC, Microsoft Excel, Microsoft Word, Microsoft Power Point, Visio, SQL, PL/SQL, Oracle9i, Quality Center.

 

Bakbone San Diego CA                                                                                                          Sep 2010 – Jun 2013

Business Analyst

Bakbone is a global provider of heterogeneous integrated data protection software. It enables administrators to easily and cost-effectively achieve maximum data availability, while protecting against

Multiple types of failures and reporting on their storage environment. It implemented Salesforce to better

Support its customers and replace its in house contract database

 

Responsibilities:

·         Worked with the user group for gathering requirements throughout the planning and

·         Implementation

·         Design Requirement documents and functional document for the development team.

·         Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages

·         Performed GAP and detailed analysis to assess the need for incorporating and designing various standard objects of SFDC.

·         Configured Role based Authorization on Object/Field Level, Identity Confirmation and Login Restriction,

·         User Interface settings and the Company Profile

·         Created email templates and inbound emails using Visual force for the clients and customers.

·         Installed and implemented the Contract Management & Proposal Suite from Apttus for contract management from AppExchange

·         Automated the company’s closed-loop processes between leads, opportunities and customers based on products purchased.

·         Designed and developed workflow rules including Outbound API messages

·         Designed and modified Approval processes

·         Added features such as ideas to collect community feedback and knowledge to streamline case resolution

·         Worked on Apex classes, controllers, controller extension

·         Used Force.com Eclipse IDE plug in to develop apex classes

·         Set up the Service cloud for the case management of the company

·         Assisted in Developing email-to-case functionality to captures customer inquiries in the Service Cloud

·         Integrated Salesforce CRM with its ERP system with WebSphere Cast Iron

·         Wrote SOQL and SOSL statements within custom controllers, extensions

·         Used Tab permissions, Record Type permissions and Field Level Security to implement Component-based security.

·         Modified Opportunity Pipeline by customizing various stages and enabled forecasting.

·         Approval steps which used email alerts and field updates

·         Assisted in creating test plans and test scenarios while working with the developers and conducted User Acceptance Testing (UAT)

·         Performed user training sessions after the implementation phase of the project

 

Technology and Tools:  MS Visio, MS Project, MS Excel, RUP, UML, SQL Server, AIX, Cobol, PL/SQL, JCL, .NET, Oracle, Clear Case, Clear Quest, Rational Requisite pro, HTML, Mainframe