Home

Pushpa S - Salesforce BA

[email protected]

Location: Sacramento, California, USA

Relocation: No Relocation

Visa: H4ead

Pushpa Sureddi 609-508-8138 [email protected] SUMMARY: Around 8+ years of IT experience with experience 5+ years in the Salesforce.com CRM Platform both as Administrator and Business Analyst. Worked on Cloud option on Sales and Service cloud Communities. In-depth knowledge and practical experience of using Waterfall, Agile, Scrums, Rational Unified Processes, Business Process Experience in implementing salesforce.com for sales and supporting user groups based on user requirements. Conducting workshops with the business units. Highly proficient in writing User stories, creating, Use case diagrams, Decision Modeling, Workflow Diagrams, Sequence Diagrams, and Class Diagrams etc. Providing the POC and wireframes based on Business requirements. Providing functional and technical guidance of Salesforce Best Practices for Implementation to Business Project Leadership. Ability to effectively translate Salesforce data into business-understandable metrics using Reports (Matrix, Summary, and Tabular), Analytical Snapshots, and Dash Boards (Static and dynamic). Experience in SFDC administrative work like Approval and Tasks, Dashboards, Data Loader, Email Services, Escalation rules, Roles, Profile, Creating Users, Page Layouts, Reports, Validation Rules and Workflow Rules. Experience in using Data Loader for bulk import or export of data from Salesforce.com Objects and data manipulation language for data migration. Worked extensively on Accounts, Contacts, Leads, Opportunities, Products, Activities, other Standard Objects and Customized Objects for additional fields, Layouts, record types. Emphasis on Elicitation of requirements through research, formal-informal sessions, JRP sessions and JAD sessions with SMEs (subject matter experts), Teams, Stakeholders, and end users. Have good working knowledge in querying Salesforce.com database using SOQL SOSL queries using workbench. Performed GAP Analysis, extensively studied the as-is state of the business model and generated to-be model, highlighting the specific benefits from the application. Extensive knowledge and experience in Software development life cycle (SDLC), Requirement Analysis and Software testing life cycle (STLC). Expert in Tracking and Managing Requirements using Requirement Traceability Matrix (RTM) to track bi-directional traceability across projects. Excellent Presentation skills with regards to communicating with both business and technical teams. Excellent communication skills and ability to quickly master new concepts and technologies and able to work under tough deadlines. Detail-oriented energetic team player, motivated with multi-tasking capabilities, problem solver, and hands-on leader with exceptional presentation and client/customer relation skills. In-depth understanding of the capabilities and constraints of the SFDC CRM application and its various licensing types, coupled with a good understanding around business processes. TOOLS / METHODS : Rational Unified Process, UML, MS Visio, lucid Chart. Reports, Security Controls, Eclipse IDE, Five 9, MS Visio, Test Classes, Windows XP. Agile, Waterfall, scrum, Jira. Salesforce.com Administration, workbench, sandbox, changesets, sales cloud, service cloud. App exchange, conga Composer, lightening Aura Components, Aura, SFDX Visual Studio, Azure, Copado, sales cloud, service cloud. MS Office (Word, Excel, PowerPoint, Project, Outlook, Access). MS SQL Server, workbench, Data Loader, Import Wizard, Force.com IDE, Power Designer, Data Loader, Test. Rational Requisite Pro, Rational Clear Quest, HP Quality Center. CERTIFICATIONS: Salesforce certified Administrator. Salesforce certified Business Analyst. Salesforce certified Sales Cloud Consultant. Salesforce certified Service Cloud Consultant. Salesforce certified Data Cloud Consultant. Scrum Master Certified. Certified SAFe 6 Agilist Scaled Agile, Inc. Certified SAFe 6 Product Owner/Product Manager Scaled Agile, Inc. Career Essentials in Business Analysis by Microsoft and LinkedIn. EDUCATION: MBA from Gitam Institute of Management, Visakhapatnam (April 2005). Bachelors in Bussiness management BBM from Siddhartha College of Arts and Science (April 2003). PROFESSIONAL EXPERIENCE: NMDP Jul 2023 - Present Lead Salesforce Business Analyst RESPONSIBILITIES: Led end-to-end implementation projects for Salesforce Health Cloud Managed client relationships and served as the primary point of contact for project stakeholders, ensuring clear communication, alignment of expectations, and timely resolution of issues. Conducted comprehensive business analysis activities, including stake holder s interviews, workshops, requirements gathering, process mapping, and solution design, to define and document project scope and objectives. Collaborated with technical teams to translate business requirements into technical specifications and oversee the implementation of custom solutions and integrations. Exceptional ability to translate complex technical concepts related to health cloud into clear understandable terms for both technical and Non-technical stakeholders. Worked closely with development teams to prioritize and manage the delivery of custom enhancements and integrations, ensuring alignment with business priorities. Worked on Agile and scrum methodology for Salesforce custom App implementation. Prepared Epic, Feature, User stories and conduct weekly Grooming sessions with IT teams to point and prioritize user stories for upcoming iterations. Organized and conducted regular story demos to showcase current development progress and gather feedback from stakeholders for iterative refinement of features and functionalities. Facilitated user acceptance testing (UAT) and coordinated user feedback to drive continuous improvement and refinement of Salesforce applications. Attended weekly business meetings to discuss additional requirements, and create enhancement user stories as required. Managed cross-functional project teams, including developers, administrators, and QA analysts, to ensure successful project delivery within scope, timeline. Designed and configured complex Salesforce solutions, including custom objects, workflows, validation rules, and process automation, to address business needs and improve user productivity. Mentored and coached junior business analysts and team members, providing guidance on project methodologies. Conducted daily sync up call to get the updates from the BA team. ADWR AZ Remote Jun 2022 Jul 2023 Salesforce Business Analyst RESPONSIBILITIES: Collaborated with stakeholders to translate concepts into business requirements and proposed solutions For Field Service Lightning, service cloud applications from scratch. Actively worked with the Product Owner with Stakeholders & Agile teams to monitor and prioritize product backlog on an ongoing basis to meet release timelines and value to the business. Work closely with business leadership to respond to, and proactively identify, challenges that can be solved with system and/or process improvements. Gather and analyze customer requirements to create a detailed business analysis. Develop business process models and create process flow diagrams. Identify areas of improvement in existing processes and suggest solutions. Collaborate with stakeholders to develop detailed project plans. Work closely with developers to ensure accuracy of Salesforce implementations. Validate system configurations and customizations to ensure they meet business requirements. Develop and execute test plans to ensure quality of Salesforce implementations. Work experience with The Field Service Lightning Worked on the jira for capturing User stories and updates on issues and bugs. Analyzed the business processes for the three divisions in the organization that are using sales force. Redesigned the old sales force architecture to new design based on best practices. Planning and working on Proof of concepts and eventually leading the team through the transition to Salesforce Lightning. Coordinating with development team before the demo making sure no break point in development. Troubleshoot and facilitate issue resolution by suggesting techno-functional workarounds. Documented all manual configuration steps For Amazon CTI Steps Collaborates with CRM system developers to maintain, create, and update user roles, security, profiles, workflow rules, etc Provide deployment, training, and change management support to business users. Managing the Salesforce configuration in different sandboxes, QA, UAT. Worked on the Generating custom reports and dashboards. Involved in Design and development of Workflows rules, triggers, validation rules and other customizations with Salesforce. Focused on Cycle time reduction during the process between the leads through opportunities, processing, funding, underwriting, and till post-closing. Manage users, Public Groups, Profiles, and Roles within the Salesforce CRM; this involved designating access to the applicable user within the user hierarchy. Emblem Health, NY- Remote July 2020 Jun 2022 Salesforce Business Analyst RESPONSIBILITIES: Worked on Agile Scrum Methodology for Salesforce implementation with iterative sprints system throughout the SDLC facilitated daily scrum meetings, sprint planning meetings, sprint review meetings and sprint retrospective meetings. Involved in CRM processes like Design, development, planning, testing and integration of Salesforce Cloud services, data, and accounts. Managed requirements through SDLC application lifecycle tool built within salesforce.com. Followed Agile Scrum methodology that included iterative application development, weekly Sprints, and stand-up meetings. Perform Gap Analysis to identify process inefficiencies and provide appropriate solutions. Directly interacted with clients (Ratings Analysts) to elicit the requirements and translate them into terms that development team can comprehend. Elicit Requirements from internal stakeholders and customers and created Business Requirements Document and user stories. Provide SFDC solutions to meet client needs including design, configuration, and testing activities. Develop new SFDC objects/workflows to improve operation processes to drive efficiency and accountability. Created Profiles, Role Hierarchy, Permission Sets, Sharing Rules, Record Types and Page Layouts, Workflows and Approval. Integrated ICD-10, CDT, and CPT codes into Salesforce workflows Developed and enforced workflows to comply with pharmaceutical regulations, including HIPAA and FDA guidelines Automated the utilization review process for prescription drugs within Salesforce, reducing manual efforts and speeding up approvals for necessary medications. to ensure accurate and compliant medical billing and coding practices for healthcare providers. Leveraged Salesforce Health Cloud to develop patient risk stratification models, focusing on identifying high-risk patients for pharmaceutical interventions and personalized care plans. Integrated pharmacovigilance processes into Salesforce, enabling more effective tracking and reporting of adverse drug events to meet FDA requirements. Installed and configured Marketo AppExchange app to automate and measure demand generation campaigns that generate more high-quality leads. Designed, and deployed the Custom Objects, Custom Tabs, Validation Rules, Workflow Rules, Auto-Response Rules, and Page Layouts to suit to the needs of the application. Involved in Salesforce.com application setup activities and customized the apps to match the functional needs of the organization. Developed and deployed workflows and approval processes for opportunities and products/assets and mass delete/transfer records using Data Management. Configured SFDC using Workflows, Process Builders, Validation Rules, Reports & Dashboards, Customer Monitored and resolved the Service Requests, specifically, visibility issues involving Custom Profiles, Public Groups, and Sharing Rules. Worked on various Salesforce.com standard objects like Case Management, Accounts, Contacts, Content, Reports and Workspaces. Worked on service cloud implementation. Configured five9 adapter. Worked on chatbot setup requirements, call centre setup, case routing web to case email to case inbound and outbound setup. Worked on Omni channel and Queues. Tommy Hilfiger New York Jan 2018 May 2020 Salesforce Business Analyst RESPONSIBILITIES: Worked on SFDC Sales Cloud and Service Cloud to enhance and track CRM capabilities. Worked on SFDC Configuration & Setups for Profiles & Roles setup, Data Management, Collaboration, Access Management. Involved in data mapping and migration of data from legacy systems to SalesForce.com Objects and fields. Worked on supporting Salesforce applications and handling Salesforce tickets on daily basis. Interpreted business requirements into SFDC system functionality. Identify, evaluate, test and deploy solutions that are cost-effective and meet business requirements. Monitor system performance and recommend enhancements. Create user training materials and provide end user training. Maintain comprehensive documentation of all Salesforce projects. Conducted deep impact analysis on the campaigns, accounts, contacts for both way sync integration between constant contact application and salesforce. Worked in Cross Functional team environment, served as a liaison between SME's, Project Manager, and stakeholders to ensure accuracy in the SFDC implementation and other business requirement. Gathering and documenting Business and Functional Requirements (BRD, FRD), User requirements, Use Cases, System Requirement Specs (SRS). Prototyping, Surveys, User Stories, Joint Application Requirement / Design (JAR / JAD) and Brainstorming. Architect the end-to-end data flow across Salesforce.com CRM, multiple AppExchange products and several legacy systems including identifying complex integration use cases and object data mapping for high-volume data migration. Developed several PowerPoint decks used to showcase team progress that were ultimately presented to marketing leadership. Led Gap Analysis studies while studying the CORE and non-CORE functionalities of in house CRM-SPADE with cloud applications-Salesforce.com Oracle on-demand. Assisted in Business Case development of Salesforce.com studying the feature, functionality case and cost benefit analysis study during the process. Leading the data analysis to identify all the data conforming and not conforming to initial introduction from the customer, to identify relevant approaches. Used salesforce.com web service API for implementing WSDL in the application for access to data from external systems and web sites. Created Custom Controllers to make external web service callouts, validate and insert data. Conducting Impact Analysis, reviewing all the objects and their relationships to the accounts, contacts and to-be- converted child objects to evaluate the scale of the impact. Oversee the sales funnel from when a lead enters Market to when it becomes an opportunity in Salesforce, the CRM tool. Managed Salesforce Sales Cloud functionalities, focusing on Leads, Accounts, Contacts, Opportunities, and Activities to enhance customer relationship management. Optimized lead qualification processes and streamlined the sales cycle by implementing automation, validation rules, and custom workflows. Developed and maintained Experience Cloud environments that are directly driven by data and logic from Sales Cloud, ensuring consistency and relevance in customer engagement. Collaborated with marketing and sales teams to gather requirements, translating them into effective Salesforce configurations and features that improve customer interactions. Led integration efforts using Informatica and MuleSoft to manage data exchange between Salesforce and various external systems. Wipro Technologies, India Dec 2016 Dec 2017 Salesforce Admin/Analyst RESPONSIBILITIES: Worked on Agile Scrum Methodology for Salesforce implementation. Followed the iterative Agile scrum methodology throughout the SDLC facilitated daily scrum meetings, sprint planning meetings, sprint review meetings, and sprint retrospective meetings. Engage client to gather Business requirements/business rules and ensure alignment with development teams. Interacted with various business team members to gather the requirements and document the requirements. Provided detailed estimates of the level of effort associated with implementing the technical portions of a project. Analyzed as-is process to identify the gaps in the existing flows and documented the same. Designed future state process flows and presented it to the business team and engaged them to review and provide feedback for changes. Built CRM solutions as per business requirements for Sales lifecycle management. Leveraged Jira to enter user stories and track the progress of stories. Groomed user stories daily with the vendors and business identify gaps or changes required to existing requirements. Integrated, supported and administration of Salesforce Platform tools, including AppExchange, Collaborative, Mobile and Cloud options. Closely worked with Salesforce consultants while implementing the solutions for the needs of organization. Configured Salesforce one app and Setup SSO for mobile sign in Worked on Collaborative - Leveraged Salesforce Chatter for the teams to communicate with each other. Configured library and provided access to users to share documents internally to individuals or group and share externally. Described territory management in salesforce and how it would improve the efficiency of the system. Designed the security model in Salesforce and configured profiles, permissions sets, and Role hierarchy. Analyzed and responded to any issues in salesforce from the sales and marketing teams. Worked with sales team to streamline Opportunity management and activity reporting. Created various approval process and workflows. Designed Email templates that were used in workflow rules and time-triggered workflows. Responsible for data migration using Apex Data Loader in Salesforce.com. Worked with QA team to identify bugs and log the same in Jira. Tracked bugs logged in Jira and communicated the same with the developers and partners to resolve the bugs. In charge of conducting the UAT with the Business users and gathering feedback and providing the same to the Development team Supporting UAT with testers Resolve issues during and after the Go-live of the technical solution. Simba Staffing-Bitra .Net, Hyderabad May 2014 Dec 2016 Business Analyst RESPONSIBILITIES: Execute day-to-day product development activities across design, development, deployment, and stakeholder communication. Program managed & led the creation of a cross-functional client engagement model. Coordinated with stakeholders and scrum teams to adopt and utilize an agile methodology while performing systems analysis and design. Gathered business requirements and documented corporate workflow processes focused on data protection & privacy. Facilitated user acceptance testing and leveraged skills to automate current business processes while transitioning to a new privacy tool. Utilize SQL, Excel, and Power BI to provide visualization and insights into customer inventory. Create custom JQL filters and dashboards as needed. Coordinated all Scrum Ceremonies including Sprint Planning, Daily Stand-ups, Sprint retrospectives, Sprint Demos, Story Grooming, and Release Planning. Collaborate with product owners in the business and end-users to conduct root-cause analysis on metrics movements that affect the operational performance of the systems. Managed product roadmaps, scope, and timelines for product lifecycle including business and product requirements, process workflow, functional specifications, technical design, use cases, test cases. Conducted business requirements analysis with external clients using stakeholder interviews and focus groups to define the scope. Worked cross-functionally with executive leadership, sales, and warehouse teams to understand customer pain-points and translate those pain-points into actionable user stories. CERTIFICATIONS TRAILHEAD: https://trailhead.salesforce.com/users/profiles/psureddi1 Keywords: quality analyst business analyst business intelligence information technology golang hewlett packard microsoft Arizona New York