Jodi Allen Email & Phone Number

Fort Collins, Co, Us

Migrating data for clients who want their shiny new Salesforce instances to run smoothly.

Lead a team of data and business analysts in a large-scale effort to consolidate several legacy CRMs to Salesforce.com, working closely with Marketing, Sales, Partner, Professional Services, License Entitlements, and Customer Support organizations.• Drove data quality improvements at source to mitigate data migration issues. • Consulted with business partners to identify and correct issues in the data migration processes; enabling system functionality; and supporting report analytics.• Transformed data from 25 legacy data sources to the new Salesforce.com implementation, eliminating utilization and cost of external consulting partners. Working with the business to understand gaps and document requirements; writing SQL scripts to load source data, then transforming it from the legacy data model, values, and account structure to the new ones; and coordinating with the data load team to have the files imported as part of their overall plan.• Advised business teams on Salesforce.com functionality and data models to identify solutions for business process and data requirements.

Fort Collins, Colorado, United States

Addressed systemic data issues in our business architecture: Salesforce.com, NetSuite, Workday, Anaplan, integration tools, and custom systems.• Collaborated with Finance, Reporting, and Sales Operations to identify and address the root cause for compensation issues. Implemented processes to monitor and correct issues, which enabled sales reps to be paid on accurately and on time.• Identified the root cause for missing/out-of-date sales intelligence data that caused by a combination of bad source data logic and an ETL process that could not be fixed. Implemented a process to use Python to export the data from the Oracle host, compare it with data from Salesforce.com, then generate files to update the Salesforce.com data. The updated Salesforce.com data provided Sales Reps with up-to-date information about their customers, enabling them to provide an improved customer experience.• Implemented a new process to manage partner claims using Excel macros and data connectors to extract data from Salesforce and process it into a specific format, thereby reducing FTE workload by 20%.

Fort Collins, Colorado Area

Responsible for a data repository used by Sales, Marketing, Entitlements, and Finance teams to run their businesses. Advised on and supported analysis of consolidated data from Salesforce.com, NetSuite, Anaplan, and HR systems.• Led a team of data analysts producing pipeline reports using SQL Server, QlikView, and Excel. Advised in the transition from offline Excel reporting to QlikView.• Managed IT implementation of integrations from multiple data source systems to consolidate into one central repository for reporting. This reduced the number of one-off data stores and reports, enabled single-source pipeline reporting, and standardized enterprise-wide reporting.• Wrote SQL queries for use by reporting teams in the business.• Advised business teams on data relationships to improve business analytics.• Developed 360-degree Customer Install Base reporting to support improved sales planning and improve sales rep knowledge of customer firmographics and sales/support history.

Fort Collins, Colorado Area

Sales Lead Generation Program Management• Developed and implemented reporting, managed day-to-day operations, and implemented program improvements for Sales Leads Generation program.Channel Program Management• Developed and managed the framework for the channel program to resell services in order to lower cost and increase customer decision-making speed.• Managed and advised on channel aspects of new product introduction and integration of acquired companies: discounting to meet margin targets, operations, partner enablement.Sales Analytics• Maintained existing pipeline reports and developed new ones to help sales managers and business leaders manage the funnel and do business planning.

Fort Collins, Colorado Area

ISV Partner Program Manager• Helped ISV partners successfully build integrations with HP Software products through enablement, integration testing, and marketing; coordinated partner activities with product teams; educated prospective partners and HP stakeholders about the program.Partner Licensing Strategy Manager• Standardized the partner license request experience for HP Software partners, educated partners and partner managers about processes, worked with the licensing and support teams to streamline and standardize the license escalation process.Discount Strategy Manager• Managed discount strategy for HP Software global channel and assisted with discount-related ordering issues. Developed documentation and communication strategy to educate Partner Business Managers and reduce response time on partner questions.

• Developed and implemented ISV partner website and website strategy.• Planned, developed, and implemented new website functionality.• Managed content for a developer-oriented website.

• Managed OEM partner relationship to ensure high quality CD-Writer products.• Developed installers for HP CD-Writer software.

Bs, Business Administration/Computer Information Systems, Spanish Minor

Ms, Computer Information Technology