Ajit Bhalla Email and Phone Number

● Intuitive Surgical: Business Analyst for the Integration Interface module, composing FS documents related to SFDC new field requirements. Creating required custom objects and fields. Coordinating with other team members to ensure the quality of metadata. Coordinating with SAP analyst to ensure field mapping requirements.● POC for Service Contracts module exposed on Experience Cloud, enabling Negative Quantity intake on Contract Line Items.● Worked with Jira user stories and Agile Sprint Project Management environment to ascertain Project Delivery. Some testing also. Analyzed configuring Messaging for In-App and Web.● Brillio / Acosta – Solution Architect for the Lead to Cash project at Acosta, implementing new business process management for New and Existing logo onboarding and opportunity processing with enhance backoffice validation, D&B credit check and internal credit, finance, and legal validation and approval. ● Composed the SDD – Solution Design Document, assisted in the overall project delivery, user story creation, test scenarios and test cases. Org strategy, QA and testing, implementing certain custom modules.● Implemented the D&B Credit Check AppExchange package: configured and deployed for Sales Ops users to initiate credit check for new customers.● Assisted in the design of Account and Opportunity workflows for both New Logo approval and Existing Logo Opportunity approvals.● Heavily involved in developing on the Cutover and deployment plan and Hypercare, bug fixing and customer support.

● McKesson – Led the Knowledge Transfer and Transitioning phase for handling Support and Application Development for some of their main Salesforce Workstreams.● Steering the B2B E-Commerce Source project for a leading industrial manufacturing company, Trane Technologies, using Mendix Low-code platform.● Working on implementing B2B E-Commerce site to Salesforce e-commerce along with Salesforce and a SI, Implementation Partner

Solution Architect for Enterprise Salesforce Application -- supporting both Maintenance and Development initiatives.

● SFDC Solutions Consultant responsible for requirement gathering, design, development, testing, documentation and coordination with developers during the entire Salesforce implementation lifecycle.● Customization/Implementation of Sales Cloud, Business Process Management, and Data migration, evaluating third-party AppExchange products, Business analysis, coordination with development team, UAT, Production Rollout, Production Support, User training.

SFDC Solutions Architect responsible for requirement gathering, design, development, testing, documentation and coordination with developers during the entire Salesforce implementation lifecycle. Customization/Implementation of Sales and Service Cloud, Business Process Management, and Data migration, evaluating third-party AppExchange products, Business analysis, coordination with development team, UAT, Production Rollout, Production Support, User training.

Business Analysis, Requirements Gathering, Business Process Mapping, Technical Architecture, and Workflow Analysis. SFDC Tasks: Validation Rules, Workflow, Approvals, Custom Objects, Triggers, Apex Classes, DocuSign, Mass Email, Web-To-Case, Email-To-Case, Reports and Dashboards, Partner Community, Assignment Rules, Email Templates, Data Loader, Batch Apex.• Requirements elicitation through workshops and interviews to support Sales, Marketing, and Customer Service.• Used SOQL for data fetching and manipulation needs of the application using Dataloader/Workbench.• Migrated legacy CRM features into SFDC CRM.• Worked on Developer Console and Workbench for executing SOQL queries, line by line Code Coverage from test classes and to execute batch class or any piece of apex code from Anonymous Window.• Developed Apex Triggers and Batch Apex to mass update data per business and system requirements.• SFDC Environment management: production, development and sandbox

• Sales Cloud customization: Created advanced fields like Picklist, Controller/Dependent Picklists, Custom Formula Fields, Field Dependencies, Validation Rules, Workflows, Time dependent Workflows, Sharing Rules and Approval Processes, field updates, and Email generation depending on application requirements• Conducted bi-weekly sprints—published release notes, user training guides with new updates• Customize lead management using Apex triggers, workflows, territory based lead assignment rules and custom round robin rules. Worked with marketing to handle integration with Marketo.• Requirement gathering and analysis for building complete OMS in SFDC; Evaluated Apptus, Steel Brick, and other third party apps. Build custom OMS POC per new Product Pricing requirements.• Optimizing Opportunity and Quote Management process.• Managed Salesforce Consultants for developing SFDC integration with internal SasS Product database using Heroku framework and middleware for User Provisioning and maintenance.• Implemented custom territory management for Leads, Accounts and Contacts• Testing: developed test scenarios, test scripts, and conducting numerous rounds of testing.• Worked on SFDC-BlueNose integration for tracking NPS and Account Health based on data collected from multiple data sources: CS, Finance, Sales, Product Usage.

• Requirements Elicitation through workshops and interviews with Client’s IT team, Business Units• Prepared a CRM Road Map to identify Process Gaps, Functionality Fit for Salesforce implementation• Provided Requirements scope definition and Analysis to prioritize them.• Prepared Functional Design document for the proposed solutions in form of Use Cases. Extensive involvement in POC development and presentation.• Assisted Development Team in Functionality, Scope, Requirements understanding• Test Plan preparation, Test Scripts Creation & Perform System Testing. Prepared project status reports, Ensured in time delivery of project deliverables.

Customization of Service Contracts (Entitlement management) to address the Service Sales business process change for the Service Sales and Service Support staff. Plus, create data transfer Interface between SFDC & Oracle and Flat-files• Responsible for gathering and documenting business requirements, and design & implement solutions in Salesforce• Documented business requirement and wrote the project spec, including use cases, work flows, and ER diagrams.• Set up organization wide defaults, role hierarchy, and sharing models• Streamlined business processes using workflows, approvals and triggers.

Project Management and Technical-Functional Consultant for two major projects—Systems Integration of Financial App with SFDC and remodeling the website adding e-commerce functionality. Responsible for overall project management, design and development, offshore development coordination, costing and reviewing project progress, manage enhancements, testing and user training.• Managed the Systems Integration of the internal Financial (non-enterprise apps) Accounting / POS software and online CRM (Salesforce.com) facilitating exchange/sync of customer master and transaction records.• Designed and developed Web Services and Application leveraging varied technologies: WSDL, XML, Intuit API/SDK, Salesforce.com API/SDK, Open Source tools/utilities• Managed the customization of e-commerce and SFDC CRM applications. Involved in the design, development and configuration Web Services / Apps, Open Source Tools/ CMS(Environment: WSDL, XML, Intuit API/SDK, Salesforce.com API/SDK, VB, .NET)

Participated as a Sr. BSA / Project Manager in the complete lifecycle implementation of a major custom release, prompted by the strategic merger of APC & MGE. This major customization was undertaken to migrate MGE’s data (Legacy /Clarify) into APC‘s CRM & ERP business systems (Siebel & Oracle E-Business Suite) and to derive a unified business process model for the Service LOB. Responsibilities: Functional Lead for Systems Integration & Business Process Management; Project Manager for Agreement Quote Template.(Environment: Siebel CRM 7.8—Field Service, Oracle EBS: Financials—A/R, GL, OM, RR, SC/FS, INV)

Joined a small private equity fund targeting small- and mid-cap conventional (non-technology) businesses in Southern California to accelerate growth and diversify its portfolio. Responsibilities:Evaluate investment opportunities and present recommendations to Senior Executives on a wide range of strategic and business planning, finance accounting, and acquisition activities. Evaluate IT systems used by target companies and provide valuation estimates, while identifying risks and offering suggestions for improvements.• Recast financial data and perform comprehensive financial analysis & business valuation for buyout/acquisitions; Created business development plans with detailed cost-benefit analysis and financial projections• Evaluate business / IT operations during the due diligence phase and report potential risks and areas of improvement• Prepare analytical reports, offering memoranda and presentation materials for corporate finance transactions• Review/manage accounting data and internal financial applications(Environment: BrioWare, Oracle Financials, QuickBooks Enterprise)

• Used statistical models to evaluate and optimize a commodity arbitrage trading strategy that exploited the spread between spot price of a commodity and stock price of a highly correlated company • Gained working knowledge of portfolio optimization and allocation, focusing on risk management

Led the development and implementation of numerous business applications, including Electric Supply Settlement System (ES3), Invoicing system for power distribution, Settlement System to reconcile and dispute trades, an Energy Trading and Risk Management system for real-time and block forward trading, and a Forecast and Bidding System.

Participated in the Design, Development and Testing of WIN32 applications to test the SunPCi card, simulates a PC environment on Solaris CDE, and allows execution of PC applications on a 300MHz co-processor card while simultaneously running high performance technical applications under the Solaris operating environment. Designed a Bug Reporting tool for test engineers. Developed entry screens and bug reports to file new bugs, edit old ones and mark the different states of it and view the Bug Report.

Lead designer and developer in the development of SIM-SRP, Enterprise Resource Planning software. SIM-ERP automated and integrated Production, Sales and Distribution, Finance, HRD, Marketing functions of the Client Company and its 25 branches. Conducted Feasibility Study, resources allocation planning for the development. Managed a team of developers. Wrote documents for business requirements, system requirement, installation, migration procedure, technical and user manuals. Led the design and development team of the Production, comprising the Inventory and Shop Floor Management system. Developed data and process models and optimized the application development using PFC services and other base classes. Developed Oracle stored procedures. Created the entire Object Oriented Design—split into 5 major modules, and led 3 of them. Developed master objects from which other developers inherited their objects.