It Business Analyst
Current• Gathered and finalized the requirements for the eDocuments project. Gone live with this on Dec 2020 and this was the first time that PH&N was able to provide e-documents to clients reducing the cost of paper mails and engaging clients to adopt the online platform.• Coordinated with the clients in gathering and finalizing the requirements of the CRM application used in RBC GAM's subsidiary, Philips Hager & North (PH&N).• Created requirements and functional design documentations for the reference of the vendor team (developers)• Owned the requirements and supported vendor team with regard to their inquiries• Supported application releases and executed testing for operational readiness• Liaised between client and technical team to finalized the requirements and provided support up until production of the application releases• Handled troubleshooting with the vendor to ensure that all concerns and defects are raised and provided with solutions• Coordinated UAT with clients and monitored their status and timeline• Supported in the successful implementation of the CRM upgrade used by PH&N• Acted as subject matter expert for the CRM tool assisting in technical and functional inquiries from end-users• Trained end-users in the use of the CRM tool in the following locations: Vancouver, Montreal, Calgary and Toronto