Candidates About

 

Kartik Patel

Professional Summary

·         Salesforce Business Analyst with over 8+ years of experience, primarily in Consulting( Risk Management), Investment Management,  Banking, Insurance & Capital Market industries.

·         Experience in implementing salesforce.com for the sales and support user groups based on the user requirements. Experience in maintaining, enhancing and create workflows and validation rules

·         Good understanding of Software Development Life Cycle (SDLC), AGILE methodologies and implemented SCRUM and SPRINT techniques.

·         Experience in Salesforce Communities, Knowledge Articles, Content/Library, Sales & Service Cloud Features.

·         Expertise in developing and documenting Scope Documents, Business Requirements Documents, User Requirement Documents (URD), User Stories, Functional Design Documents (FRD), Use Case Specification Documents, Software Requirements Specifications (SRS).

·         Experience in developing and Customizing User interface in Salesforce.com using Visualforce, Apex controllers and Force.com IDE.

·         Extensive experience in Functional Requirement Gathering and Gap Analysis (As Is, To Be) in various projects at the client's site.

·         Converting Process information, client wish lists and Salesforce Standard functionality into a Requirements Traceability Matrix for development team to use in the Build Phase.

·         Providing functional and technical guidance of Salesforce Best Practices for Implementation to Business Project Leadership.

·         Experience in co-coordinating with business and IT across all phases of software development life cycle. 

·         Experience in Salesforce.com Administration, operational analytics, project management, and quality assurance with emphasis on process improvement.

·         Expertise in integrating Salesforce solutions and keeping the Salesforce application aligned to the project success criteria.

·         Extensive experience in assisting developers built Service Cloud, Sales Cloud and other Custom cloud applications on Force.com platform for different business groups

·         Expertise in UML ( Use case Diagrams, Activity, Sequence Diagrams) by using MS Visio, BPMN diagram( just started) 

·         Experienced in creating Scrum artifacts like User Stories / Backlogs, Burn-down charts.

·         Hands on experience in change management process 

·         Served as a liaison between business sponsors and technical team while taking on the key responsibilities of managing expectations of business users 

·         Expertise in writing and implementing Test scenarios, Test cases, System testing, Regression testing and maintaining Requirement Traceability Matrices( RTM) for baseline documents.

·         Performed User Acceptance Test (UAT) by working with internal and external users/customers and obtained delivery approval of the project.  

·         Experience in Investment Management domain pertains to Retirement and Investment/Fund Management 

·         Highly organized and accurate: strong analytical and presentation abilities. Track record for meeting timelines and exceeding exceptions with problem solving ability 

·         Detail oriented with ability to multitask and strong interpersonal skills with ability to resolve problem.

·         Good team player with team spirit, able to work within a team environment and independently with minimum supervision.

 

Technical Skills:

Salesforce.com Modules	Salesforce automation including Leads, Web to Leads, Accounts, Contacts, Opportunities, Forecasts, Contract, Partner Portal Service Cloud: Cases, Solutions, Ideas, Customer Portal, Customer Self Service Portal, Web to Case, Email to Case
Salesforce Configuration	Custom Application, Custom Objects, Field creation, Formula Fields, Page Layout creation/edition, Related List customization, Record Types, Field Level / Object Level security, Relationships among objects: Lookup/Master-Detail, Workflow rules / Triggers, Role Hierarchies, custom reports/dashboards, APEX Data Loader
Tools	MS Office Suite (Word, Excel, PowerPoint, Access, Outlook), MS Visio, Sharepoint, Infopath, Rational Suite, LoadRunner, WinRunner Rational Clear Quest, Test Director, and HP Quality Center
Methodologies	RUP, Agile-Scrum, Waterfall

 

HSBC Bank- New York, NY                                                                                                      Jan 2017 – Present

Sr. Salesforce Business Analyst                                                                                                                                                                                                                        

Responsibilities:

·         Gathered business requirement for developing pre-work, work breakdown schedules for digital asset management solution.

·         Facilitated several JAD sessions with stakeholders to identify requirements and Cost/Schedule estimate.

·         Participated in the identification, understanding, and documentation of business requirements, keeping in mind the need for the application based on the project scope and SDLC methodology.

·         Customized data loader configuration to send legacy data to salesforce.com.

·         Setup & configured custom fields, objects, reports, & dashboards to help companies optimize their use of time & data, with initial & reimplementation of Salesforce.

·         Cleaned data with pre-implementation & within Salesforce with preventative measures to assist clients with data quality moving forward with Salesforce.

·         Worked on Salesforce Service Cloud tools like Reports, Cases, Dashboards.

·         Worked as Salesforce admin support governing user account creation, personal information setup, password reset, updating company profile, network access setup, company-wide defaults, and locale, roles, profile and user group creation.

·         Provided support and customization to the Salesforce.com platform that involved creating Triggers and S-controls to extend the application functionality as per the business requirement. 

·         Customized different Salesforce.com applications to incorporate the business requirements which involved creating Web Forms using and processing the data in SFDC with the extensive usage of Web services API. 

·         Designed, and developed Apex Classes and Apex Triggers for various functional needs in the application.

·         Performed administration, configuration and implementation of Salesforce.com Sales Cloud platform.

·         Worked closely with the client base to understand and meet their needs by incorporating new functionality and features into the systems.

·         Facilitated the weekly meetings with the review teams to continuously improve the QA process for the application development. 

·         Involved in migrating data from Oracle to Salesforce.com

·         Provided production support and clarified business queries for impacts and prioritization of any issues. 

·         Maintained task boards and produced daily burn down charts to monitor and report the progress to senior management. 

·         Was Subject Matter Expert on the business processes with experience to map it functionality to the required Salesforce.com technologies.

·         Performed extensive Data mapping between source files and target fields in the backend database.

·         Accumulated customer requirements from various end through surveys, interviews and JAD sessions and translated them into system requirements.

·         Facilitated discussion, decision making, and conflict resolution in sprint planning, daily scrum, sprint reviews and retrospective meetings.

·         Documented elaborate test scripts and conducted extensive UAT meetings with users and stakeholders to identify problems, resolve issues and improve the process to ensure a stable and accurate solution.

·         Communicated project status and escalated issues to management. Provided feedback for improving Technical Publications procedures, standards, and methodologies.

Environment: MS Office Suite, Visio, SharePoint, Salesforce, Sales Cloud, HP ALM/ QC, Triggers and PL/SQL

 

Capital One- McLean, VA                                                                               Aug 2015 – Dec 2016

Salesforce Business Analyst                                                      

Responsibilities:

·         Involved in integrating web service with Salesforce.com to load Leads back and forth from Salesforce to Legacy and vice versa.

·         Implemented the requirements on Salesforce.com platform and Force.com IDE Plug-in using Eclipse.

·         Worked on various Salesforce standard objects like Campaigns, Leads, Accounts, Contacts, Opportunity, Territory Management, Reports and Dashboards.

·         Performed in depth analysis of the integration of salesforce with SQL, explained how salesforce has been integrated with SQL server and from which sources data was coming in salesforce in the absence of any documentation.

·         Involved in Solution Packages of the Integration by interacting with team members and splitting out with many possible solution for use cases.

·         Worked on Salesforce Service Cloud development including SDLC, standard and custom objects, Apex, and Visual force pages.

·         Initiated and implemented Agile (scrum) methodology in a project.

·         Facilitated Scrum planning meetings to coordinate between Clients, Product Owner, Dev and QA teams. 

·         Assisted some of the Product Owner activities by providing high level estimates, prioritizing stories for the sprint and maintaining backlogs and release plans. 

·         Performed GAP analysis by communicating with business heads regarding the existing system and upgrades required. 

·         Used Power Designer for the Business Requirement Document's Preparation. 

·         Converted Business requirements to the Functional Specification and Managed changes with the help of Requirement Traceability Matrix and impact analysis. Created new business processes and used JIRA to document use cases and user stories. 

·         Helped create sprint backlogs from the product backlog after sprint planning. 

·         Involved in salesforce configuration like creating users, profiles, roles, Field level security and sharing rules. 

·         Created workflow rules and defined related tasks, time-triggered tasks, email alerts and field updates to implement business logic. 

·         Used Apex Data types, Variables, Expressions, Assignment statements, Conditional statements, Loops, SOSL an SOQL queries, Locking statements, Transactional control and Exception statements to invoke Apex triggers.

·         Developed user screens prototype and performed management sign-off. 

·         Created business process flows using MS Visio for operations process. 

·         Coordinated with data modeling team in building the new data model, which will serve the better needs for reports development. 

·         Organized weekly Bug Triage meetings with the Dev team and testing team to clear any pending tickets in regards to Bug fixing. 

·         Tracked bugs in the testing phase using HP ALM. 

·         Documented Test Plans that contains Test Scripts, Test Cases, Test Data and expected results for the Unit, Integration, Functional, Performance, and User Acceptance Testing, using Test Manager. 

·         Proactively worked with development and QA teams to fasten the project delivery. 

·         Conducted walkthroughs and documented and involved User Acceptance Test (UAT), provided training to user. 

·         Provided production support and released software updates. 

·         Operated with management to identify issues and risks that may have an effect on quality or delivery from a technical, business and end-user perspective.

·         Evaluated and estimated the work effort required to meet a desired deliverable.

Environment: Salesforce, Apex Data types MS Visio, Power Designer, Agile, JIRA, SmartDraw, Apex, Visualforce pages, XML, Web Services API, Data loader.

 

Bank of America- Charlotte, NC                                                                April 2014 – July 2015

Salesforce Business Analyst      

Responsibilities:

·         Served as a liaison between Business Team and the Project Team by assisting the business in identifying, understanding, and documenting their business needs.

·         Facilitated Joint Application Development (JAD) sessions with the Management, financial team to make sure everyone in sync with the business requirement processes. 

·         Worked on Salesforce setup menu, Configuration, Administration and Data Migration of applications to Force.com platform.

·         Worked on SFDC Sales Cloud, Service Cloud to enhance and track CRM capabilities.

·         Worked on managing the data, Forecasting, Contacts, Leads, Opportunities, Quotes and Dashboards.

·         built and maintained effective client-focused relationships with internal and external stakeholders and vendors

·         Pulled reports from Salesforce on a weekly basis, exported data into Excel, and formatted reports as needed to be shared out with other teams.

·         Gathered Requirements and documented the proposed additional extension to the existing application. 

·         Performed GAP analysis to understand the gap between the actual and potential performance or requirements with the sole objective of identifying customization/enhancement needs 

·         Was responsible for conducting the Vendor Analysis 

·         Assisted the Quality Team in designing the Test Plans, Test Scenarios and Test Cases 

·         Conducted regular meetings with senior project managers and business sponsors to discuss any technical and operational issues and updates on the current project status. 

·         Participated in Business Modeling by understanding the needs of the business, and also documenting Business Use Cases as well as System Use Cases. 

·         Used MS Visio to create Use Cases, activity, Sequence and Data Flow Diagrams. 

·         Assisted development team to translate requirements into Business, Functional and technical specifications documents. 

·         Created and Maintained the Requirement Traceability Matrix (RTM). 

·         Initiated Test Plans, developed and executed test cases and scenarios, worked with users to develop specific acceptance criteria and prepare test exhibits. 

·         Conducted User Acceptance Testing (UAT) sessions with business users and prepared document for enhancements and bug fixes. 

·         Used HP Quality Center to report any bugs found and communicate to the developers and product support team. 

·         Assisted in development of User Guides, training materials and SOPs. 

·         Involved in defect triaging and managing change management issues. 

·         Analyzed and evaluated User Interface Designs, Technical Design Documents and Quality Assurance Test condition the performance of the application from various dimensions. 

·         Helped create the 'Business Glossary' to facilitate efficient understanding of the Business process amongst the other teams.

Environment: Salesforce, SFDC Sales Cloud, Service Cloud, Agile, Smart Draw, Forec.com IDE, Power Designer, Data Loader, Test.

 

Premier Mortgage Funding Inc- Clearwater, FL                                               Jan 2012 – Mar 2014

Salesforce Business Analyst                                              

Responsibilities:

·         Gathered Requirements for Salesforce.com CRM implementations.

·         Worked with Account/Client facing teams to gather requirements for client specific customizations to the B2C website Salesforce CRM.

·         Involved in Salesforce real time integration for connecting the end-to-end sales process, seamlessly and consistently.

·         Conducted Joint Application Development (JAD) sessions and Rapid Application Development (RAD) sessions for requirements elicitation. 

·         Proficient in analysis of source systems, staging area, fact and dimension tables in target data warehouse.

·         Wrote complex SQL queries for Oracle, DB2 SQL Server, validating the type 0, type1 and type 2 loads. 

·         Documented business requirements and system functional specifications in the form of BRDs and FSDs respectively, and created Impact Matrix and Requirements Traceability Matrix. 

·         Reviewed technical design documents and test scenarios for correctness and to avoid any potential issues using shift left approach. 

·         Performed root cause analysis of the rejected and post release issues for corrective and preventive actions. 

·         Reviewed the test cases and prioritized based on business criticality. Monitored and triaged defects and took preventive and corrective actions. 

·         Initiated Process improvement activities - Devised Capacity and estimate engines for BA, QA and Dev teams, Enhanced documentation, creation of VB macros for data validations and ALM reporting.

·         Authored Project handbook, release trackers with cross tower impacts and best practices. 

·         Managed the QA-UAT merger event to eliminate common efforts and absorb UAT responsibilities. 

·         Worked closely with compliance team and established a process to ease the requests on new tests and approvals on completed tests. 

·         Was responsible for cross tower management of Programs involving various applications and interfaces. 

·         Assessed impacts due to outstanding defects, participated and provided signoffs on Go-No Go Calls. Coordinated the production validations.

·         Developed daily status and end of release analysis reporting for senior executives.

 Environment: Salesforce, Service cloud, Forec.com IDE, Workflows, Sandbox Dataloader, Eclipse plug-in for Force.com IDE, Web services, WSDL, Windows XP.

 

PNC Financial Services Pittsburgh, PA                                                                Feb 2009 – Dec 2011

Salesforce Business Analyst                                                                                                          

Responsibilities:

·         Closely worked with Salesforce consultants while implementing the solutions for the needs of organization.

·         Worked with Solution Architecture and product teams to identify and define the business needs and find the solutions to fulfill business requirements.

·         Interacted with various business user groups for gathering the requirements for Salesforce implementation.

·         Managed day-to-day of business; bringing in new clients and maintaining relationships; creating custom digital marketing strategies and advising clients; writing copy and creating effective content; managing social media accounts; working closely with designer on websites, videos, graphics, and more.

·         Created and deployed several Salesforce reports for different user profiles based on the need in the organization.

·         Worked with Service Cloud technology and on-premise infrastructure integration for Salesforce.com.

·         Implemented new customer support solution using Salesforce.com Service Cloud. Maintained and improved existing Salesforce implementation.

·         Worked with SME's of Corporate Actions to better understand the impact and document the Business Requirement Specifications.

·         Created Use Case Scenarios and maintained the Use Cases (Business Use Cases, System Use Cases) and modeled Use Case Diagrams, Activity Diagrams, Business Flow Diagrams, revised functional specifications and other core materials throughout the System Life Cycle making all necessary revisions for defect correction and requirement clarification and refinement.

·         Performed Gap Analysis for the modules in production, conducted feasibility study and performed impact analysis for proposed enhancements.

·         Worked with stakeholders to obtain deliverable sign-offs. Provided functional direction to other systems analysts and used the meta-data definition and workflow needs and how these functions map to business processes.

·         Conducted UAT and Coordinated with the QA Team in the sign-off process before deployment.

Environment: Agile, Salesforce, Service cloud, Workflows, WSDL, Windows XP, MS VISIO, MS office,HP QC, JIRA.

 

Education: Master Degree, Computer Science from George Mason University, Fairfax, VA