Jennifer Tweed Email and Phone Number

I have two primary roles at Endeveran. One role is as a a Business Analyst, and the other is working in managed services. As a Business Analyst I work with clients to discover and document business requirements. I work with solution architects and technical architects to document solutions to deliver for our customers.On the managed services team I work to enhance and maintain existing solutions, and support clients in their day-to-day support needs.

I helped The Salvation Army Central Territory implement a solution to manage donations and drive funding campaigns using features of Salesforce and the NGO Connect managed package.I worked with business owners Central Territory divisions, and Salesforce consultants to define requirements and implement solutions for consolidating data into Salesforce, and to redefine business processes for managing and reporting on the data within Salesforce. I was a major player in overseeing the development, implementation, and training of Salesforce and NGO Connect. I continue to be involved with defining requirements, implementing, and developing and delivering training as The Salvation Army brings on additional business units and implements enhancements. During implementation I also developed and documented test cases, lead the test team through test execution, and communicated with the implementation team and project leaders on testing status. In my role I also manage and monitor integrations with our SFTP server and Boomi, manage Salesforce security (profiles, permission sets, etc), develop workflows, validation rules, develop reports and dashboards, and other Salesforce administration functions. I also manage configuration and updates for the NGO Connect managed package. When any issues arise, I am the first line of defense for troubleshooting and resolving issues.I helped create training materials to teach end users how to interact with Salesforce and the NGO Connect managed package. I am one of the primary trainers delivering on-site training to all division. I am also responsible for holding web based follow up training. To help with on-demand training we implemented Walk-Me, I helped develop the content for the initial walk throughs and I’m responsible for adding more documentation and creating new walk throughs for on-demand training.

William Blair has four Salesforce orgs, three of which are considered source orgs, and the fourth is the executive org. As the admin for the executive org, I defined requirements to implement new features in the executive org, and have experience creating objects, fields, page layouts, reports and dashboards, workflows, validation rules, mass loading and update of data, modifying security settings, building Process Builder flows, and have defined requirements for programmatic features for our consultants to develop when declarative features will not suffice. I was responsible for maintaining and debugging the integration to ensure campaign-related records properly sync between the three other orgs and the executive org. During implementation I developed and documented test cases, lead the test team through test execution, and communicated with the implementation team and project leaders on testing status.

Riskonnect is a Salesforce Appexchange managed package that provides features for Enterprise Risk Management. I was the sole administrator for Riskonnect. In this role I was responsible for configuration; including custom objects, fields, and formula fields, creating workflows, validation rules, developing reports and dashboards, defining and managing user profiles. I was also responsible for creating training guides and administering training for new users and existing users. In this role I worked with Riskonnect developers to define business and technical requirements, and develop, test, and implement enhancements to the custom application to meet AgStar’s business needs. I helped develop and document the risk review process, and how to use the Riskonnect product to support that business, and trained users how to use the features specific to their roles.I was also responsible for creating reports from data that was exported from Salesforce and other databases, and importing the data into Excel for deeper analysis of data from multiple data sources. Each month I created audience-specific Excel workbooks that employed pivot tables, charts and graphs, and summarized data for the Director of the Risk Asset Unit, and for the Board of Directors. I also developed a variety of formulas to help analyze the data based on the needs of the different audiences.

On a daily basis I was responsible for drafting and finalizing lease documents. I was involved in many process improvement projects working with Salesforce technology. On one project I recommened an improved process involving dealer record entries to avoid record duplication that was happening due to the manual, dual-entry of dealer data into multiple databases. During the project I provided detailed requirements to get the data moved from an Access database into Salesforce, worked with the internal IT team and outside consultant to determine all affected parties, drove the final solution, and helped to sunset the legacy Access database. After the data was migrated from the Access database into Salesforce, I trained users on how to navigate and input the data in our Salesforce organization. During another project I submitted a process improvement idea for managing the Lease Lines of Credit because the credit available was difficult to track, and at times more credit was being extended than what the client had available. I defined a solution that could be implemented in our Salesforce organization using reports and custom formula fields on the Account object that would link to a report. I developed the report in Salesforce and identified the format of the URL that was needed to access the report. Initially the implementation was de-prioritized, so I developed a functional proof of concept that could be used as a workaround until the solution could be implemented within Salesforce. I created an Excel spreadsheet with necessary account information and formula fields to generate the URL needed to access the Salesforce report for the selected account. Soon after recognizing the benefit of the solution, the salesforce I.T. team created the necessary custom fields within Salesforce and retired the Excel-based proof of concept.

As a teacher I was responsible for creating lesson plans and incorporating age-appropriate social and academic lessons for students from age 2 to 5 years old. I was responsible for evaluating and documenting the development in the students and presenting this information to the parents and arranging for additional evaluation of the child’s development when necessary. I served as the staff liaison to the Aldrich Board of Directors and was responsible for reporting issues to the board, relaying information back to the teachers, and helping both parties understand the others' position on issues. I assisted with the revision of the lesson plans to help Aldrich meet accreditation standards, Minnesota state standards and standardize the process for all age levels. In the process I developed a new format for reporting to more easily facilitate capturing and reporting required information for accreditation.

I worked for the Microcomputer Education Services (MES) department at the Mayo Clinic as a teaching assistant. My responsibilities included providing phone, email, and in-person support to Mayo Employees for Microsoft Office products, Internet browsers, email clients, and other software used within the clinic. I utilized Remote Desktop to connect and resolve issues on an employee’s computer. I provided in-class and one-on-one training for Mayo Clinic employees for Microsoft Excel, Word, PowerPoint, Outlook and Access. I taught the basic skills in these programs as well as advanced topics in Excel such as graphs, pivot tables, data summary and basic macros. I also created a detailed web-based training manual for processes and procedures for interdepartmental use.

I was responsible for maintaining and enhancing the Microsoft Access Fee Review Database that the Mayo Clinic uses to set fee schedules for medical services provided at the clinic. I developed extensive reports in Microsoft Access and Excel to present data to the business analysts to be used for fee reviews for the entire clinic, and to provide easy-to-use formats to various customers. I also generated visual representations for the data utilizing charts, graphs, and other diagrams available in Microsoft Access. When necessary I exported data from Access and imported the data into Excel and created pivot tables and charts for other departmental use. I collected and imported data from the National Standards databases to assist with setting fee schedules specific for the Mayo Clinic. I documented the process and procedures for using the Fee Review Database in a training manual, and in procedure packets, and used those documents to train others in the department how to use the Fee Review Database and adjust the fee schedules

I was responsible for receipting and disbursing loan funds and verifying the related accounting was correct. I was responsible for drafting and finalizing lease and loan documents, for assuring all requirements were met for loan and lease approval, and taking the appropriate action if the requirements were not met. Other responsibilities included the titling of vehicles, and verifying the correct insurance was in place to protect AgStar's investment. I also worked with researching and correcting problems that occurred with funds transferred trough the ACH process and through the electronic funds transfer process.