Ryan Pugh Email & Phone Number

Palm Coast, Fl, Us

Client Engagement: First Citizens BankWorking with FCB for a net new Salesforce Implementation incorporating Salesforce Financial Service Cloud, Existing Mulesoft backend APIs, complex data strategies, and integrations. FCB has an advanced technical landscape and enterprise technology roadmap as a leader in the banking space with a number of products and services.

Palm Coast, Fl, Us

Coastal Cloud’s Financial Services Practice delivers comprehensive multi-cloud solutions tailored to the diverse needs of the financial sector. Specializing in banking, wealth and asset management, capital markets, financial advisory, etc. We provide best-of-breed solutions, integrations, customizations, and cutting-edge Salesforce consulting services FSC (Financial Services Cloud), nCino, Data Cloud, OmniStudio, MuleSoft, CRM Analytics, and more. Our expertise enhances operational efficiency, drives growth, and ensures regulatory compliance. We help clients navigate the complexities of the financial industry, empowering them to achieve digital transformation and optimize their business processes with industry-proven technologies and expert-driven solutions.

- Assist SaaS product companies in SaaS architecture, product design, and - Enterprise SaaS Strategy and Integrations- Technology, architecture, and solution assessments- Pre-sales augmentation for solution architecture, PoC, and technical kick-off. - Solving complex technology problems that FT staff or vendor resources cannot solve.

Personal leave for travel and 2023 holiday season, recharge batteries, and fully recover from an unexpected health issue.– Travel, recharge, and focus on 2023 holidays with family and friends.- Address unexpected health issue, hospitalization, and recovery time.– Full recovery and ramp-up with Burstable LLC, providing me C2C/freelance abilities

Cincinnati, Oh, Us

Establish Enterprise Architecture, ARB, CAB, and EA Artifactso Assist IT leadership in creating and establishing an Enterprise Architecture team.o Assist in the EA’s launch strategy, intake, approval, exception, and ARB processes. o Develop EA templates for SaaS Integrations, Assessments, IAM, Cloud Solutions, etc. o Provide Solution Architecture Support for EA project intake and approval pipeline.o Create PMO partnership and processes to scale larger project requests. o Assist in EA Tooling and Data Models for IT Topology, Enterprise Applications, Business Capabilities, etc. o Provide architectural readouts (artifacts) and presentations to business liaisons and ARB.

Cincinnati, Oh, Us

RPA/Automation of New Hire Onboarding (Workday/Azure/Power Automate)o Solution and Technical Architecture of Azure and AD automation o Develop automation of IT new hire onboarding using Power Automate o Create custom connectors for AD-based functionality in Microsoft Graph APIo Create custom connectors to support ODATA functionality to Data Repositorieso Create message queues, cloud storage, security, secrets, and pub/sub management in Azureo Provide RPA best practices for the separation and grouping of concerns and logic o Provide fault-tolerant designs and failure notificationso Work with CTO, IT, and human capital teams as SMEs and stakeholders

Cincinnati, Oh, Us

Responsible for leading the architecture and development of a Salesforce-based order management system for a massive global beverage company needing to scale order capabilities beyond imposed Salesforce limitations existing from the original approach. An event-driven, asynchronous, programmatic approach replaced the original design, which favored declarative workflows and processes but was also subject to restrictive platform limits. Other performance and durability enhancements included a streamlined state machine, improved backend systems (SAP/Supply Chain) integration, and automation of tasks to strengthen use cases that required manual/human interaction. The Salesforce solution improved capacity and capability to process much larger orders that downstream systems must undergo enhancements to realize the fullest potential of the refactored system. Initial results demonstrated an ability to process 300% larger orders and remain compatible with downstream integrations.o Architectural overhaul of CPOM ordering system to overcome imposed platform governance limits, performance constraints, and order exception processing. o Designed and developed an asynchronous APEX-based state machine that allowed complex order processing and downstream SAP validation against trade letter agreements and other business rules. o Provided APEX development and collaboration with Corporate SalesForce Devops and Administration team. o Worked with business users, management teams, and executive sponsors to provide project updates, weekly progress, and technical and non-technical updates. o Worked with the Architectural Review Board to approve and estimate pricing for cloud-based (Azure) enhancements for non-SalesForce functionality.

Cincinnati, Oh, Us

o Create an Executive-facing Assessment of Enterprise Data Capabilities and Challengeso Create a Technical Assessment of Enterprise Data Technologies and Data Governanceo Provide on-site interviews of D&A end-users, SMEs, engineers/scientists, and tech leaders.o Provide remote interviews and assessments of granular use cases and findings.o Assess current processes, roles, responsibilities, and technology gaps. o Interface with technology leadership to assess current-state and long-term goalso Provide documentation of findings, analysis, technical diagrams, and recommendations

Teaneck, New Jersey, Us

Community Cloud and Accelerated MVPo Spearheaded Accelerated 10-week MVP of Community Cloud Portal o Lead multiple business and technology group sessions for discovery and requirementso Delegated duties to PM and BA’s. o Lead Presentations to leadership, decision-makers, and key stakeholders. o Assisted InfoSec in Third-Party SSO Strategy for SFDC o Assisted IT team with Service Now integrationo Assessed current state, technical debt, and adjusted Road Map for Successful SF Journeyo Creation and delivery of all Architecture Documents and Drawings o Cross-functional collaboration with customer architecture, security, development, business, and delivery teams. o DevOps Sessions and Recommendations resulting in the final (approved) proposalo Negotiated technical scope changes to avoid change order o Met deadlines as stated in SOWo Provided consultative advisory to technology leadership for service cloud o Delivered around 10 different recommendation documents with detailed background, technical options, difference matrix and pros-and-cons. This greatly accelerated client understanding and expedited decision making, with helped us evade deferral and delay. o Provided guidance and cautionary counsel regarding atypical technical requirements.

Teaneck, New Jersey, Us

Financial Service Cloud, CRM, and Communities Launcho Restored Client Confidence and Provided Salesforce Course Correctiono Worked with Salesforce CSMs to provide best-of-breed solution for the credit uniono Enhanced the bank’s ROI of Financial Service Cloud Features o Developed Enterprise Data Strategy for SalesForce o Developed Salesforce Org Data Strategy o Refactored Problematic Data Model for Scale and Longevity o Developed Integration and Messaging Strategy using MuleSoft o Created Publisher/Subscriber Solution for Hogan PCD data o Enabled CRM Patterns, allowing for Early ROI on Sales Cloud o Assisted in Process Improvements for the Delivery Team o Created DevOps Strategy and Transition (including complexo Collaborated with InfoSec, Infrastructure, and EAG for Security Strategy, JIT, etc. o Created Best Practices for Lightning Component Development with high-reuse o Published numerous diagrams representing current, near, and future state integrationso Released Member Facing Functionality via Lightning Communitieso Improved MSR Functionality on Financial Service Cloudo Developed 2-year Road Map Bank Adoption Strategy o Worked with Developers to learn OOP and advanced development techniques o Created a Caching Strategy for reducing messaging traffic for data infrequently changedo Assisted Compliance and Infrastructure

Teaneck, New Jersey, Us

SalesForce Mortgage Solutiono Rescued Client from Failing Vendor and Provided SF Health Assessment o Worked with C-Suite, Product Owner, Business Stakeholders in Strategy and Roadmapo Developed Presentations and Pitched to o Grew off-shore and on-shore presence with the right “mix.”o Worked with client to formalize process and dev ops o Lead architecture and best practice o Worked as technical engagement lead to establish team roles during vendor transition▪ Lead offshore / on-shore teams▪ Provided on-site presence as needed▪ Collaborated with BA’s and Product Owners for KT ▪ Provided technical guidance to the team ▪ Worked with PMO/PM/BO in methodology and process transition▪ Provided training for Admins and Delivery Managers ▪ Provided AGILE training to assist BAs in user storieso Developed and delivered a number of architectural assets in Confluence▪ Road Map, Strategy, and Health Assessment ▪ Architectural Diagrams and Flowcharts ▪ Current and Future-State Diagrams for System Integration ▪ CI/CD Environment and Automation Planning o Mobile Application ▪ Integration across SalesForce, Internal Applications, New UX, and Backend Service Layer▪ Spearheaded cross-team meetings, fact-finding, and integration discussions▪ Provided architectural documents and examples for various teams

Investing or Launching SaaS, New Market, SalesForce Implementation, Complex Integration, Deep Automation and AI, IoT/Device Streaming and Collection strategy? Considering a 3rd Party Purchase and Integration and need experience in your corner? Do you need someone who can speak to an audience large and small, is at-home in the C-Suite and can target presentation content and size for the appropriate audience? Do you lack a technical expert or SME that has your best interest during a pitch, proposal, or negotiation?Do you need to scale or augment your Pre-Sales team on-demand for on-site technical and solution architecture phases of the sales cycle? Do you need representation at your trade show, expo, training event that is dynamic, confident, charismatic, and technical? If you answered yes to any of the above, we need to connect! I provide:White-glove consulting services with 23 years of experience in multiple industries. On-Site and Remote ConsultationProduct Ownership, Roadmap, and Release Strategy (Technical, Financial, and Business Inputs)Investigative analysis for VC, Pre-M&A deal, Due Diligence, and Investment Cycles. Deep technical expertise and understanding across domains, stacks, industries, and competencies. Create and Deliver Presentations (Live and/or Recorded) Demos, and Training.On-Site and Remote Startup and Incubator Guidance, Direction, Pulse, Acceleration, Intensive CareAssistance Developing Marketing Plans and Strategy for technology companies.

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