Shanthi P. Palani Email & Phone Number

Coppell, Tx, Us

Coppell, Tx, Us

In my role as Managing Partner & CoE Implementation Specialist at CRM Logic, I specialize in guiding highly-regulated companies on their COE Maturity Journey, driving revenue, customer loyalty, and operational efficiency. CRM Logic provides step-by-step guidance in building and optimizing a CRM CoE that powers tangible business results. We address CRM CoE functions like risk management, DevOps, and data governance to align with business outcomes and manage change to ensure the efficient delivery of value.We coach companies in:-How to create a CRM CoE that drives measurable business outcomes like increased revenue and reduced churn.-Best practices to optimize CRM functions for maximum cost efficiency and productivity using first principles, ensuring governance for better decision-making.-How to integrate AI and emerging technologies to gain a competitive edge and transform your CRM strategy.Take control of your CRM strategy and drive results that matter to your business!

• Develop and implement a community around the Master Framework for CRM CoEs, focusing on the CoE's journey to maturity.• Collaborate with stakeholders to drive the adoption of universal standards for Customer Relationship Management CoEs.• Increasing engagement and knowledge sharing within our CRMCOE.com community.

Chicago, Il, Us

In my role as a Salesforce Business Analyst and Admin at Lincoln Park Zoo, I was responsible for strategizing and implementing Salesforce solutions to streamline operations. By integrating Eventbrite, Ticketure, and Raiser's Edge, I enhanced efficiency and data management across multiple departments.

Chicago , Il, Us

• Mentored Salesforce professionals to grow their careers using a structured mentoring model.• Collaborated with the leadership team to implement a career development framework.• Strategized and executed plans to help professionals achieve meaningful career growth.

Strategically advising the clients (OpenMind and Wild Seed Project) to help them transform the business in fundraising and servicing their constituents. Responsibilities include data governance, donation process revamps, client service and their CRM operations using Salesforce Platform.

Chicago, Illinois, Us

Implemented Salesforce Nonprofit Success Pack using Agile Methodology. Client records and donor management, communication management, and grant reporting runs through this system. - Collaborated with key stakeholders of Case Management, Client Services, and donor/donation communication management, and grant reporting systems for requirements gathering. -Imported data from the current database to Salesforce

Chicago, Il, Us

Responsible to plan and execute IT projects with defined budgets, schedules, milestones and deliverables.Managed two enterprise projects: 1)Server migration for IT from Windows 8 to Windows 10, Project Change Agent – Performed impact analysis for potential changes in scope; administered change management processes within a specified framework, and reviewed issues management and change control logs to understand status and identify potential risk situations.2)DMS upgrade project, Senior project manager - Involved in selecting the potential products to replace the existing product OpenText as per Gartner Magic quadrant 2017. Used the method of scoring the RFP to identify the supplier which most closely matches the business requirements.- Worked with the solution architect to Develop integration architecture solutions with internal and external resources.- Gathered and documented business requirements and process/data flows, and define solution roadmaps.- Created client training plans and lead train-the-trainer and end-user training sessions.

Baltimore, Maryland, Us

Project Manager for Exelon and Northeast Nuclear sites, IT Software Quality Assurance Compliance merger project- Fleet wide Nuclear Site Assessment - Conducted assessments and audits at 10 nuclear sitesnationwide to ensure proper and accurate classification of all site-owned applications to comply withnuclear regulations.- CENG Integration – Integrated Nuclear Software Quality Assurance of CENG plants with Exelon Quality Assurance procedures- Procedure Revisions – led contractors to complete 2013 Nuclear Procedure Revisions as per NRCrequirements

Baltimore, Maryland, Us

Chicago, Il, Us

Oversaw Requirements Analysis, Design Review, Test Plan Review and Test Results Review. Investigated andanalyzed business requirements governing finance systems to resolve customer issues. Worked as a liaison between the business and IT Finance. Participated in automating bill inserts process for the Marketing department. Coordinated requirements gathering, coding, and testing of mass one-time letter process serviceprovider. Created CIMS production schedule metrics and designed reporting processes between CDW and CIMS.

Chicago, Il, Us

Customer Datawarehouse, Senior Analyst- Provided technical support and analysis on numerous operations, sales, data, production, client relations reporting, marketing, purchasing, and billing enhancements, among others.- Supported data availability, report generation, information gathering, pre-production planning/execution, application analysis/enhancement/refinement, complex databases enhancements, and application production.- Initiated processes, performed user acceptance test, monitored migrations, optimized batch jobs,executed system enhancements and change management plans, created installation scripts, conductedtraining, created technical documentation/manuals and modified digital technology software packages for multiple locations.

Riverwoods, Il, Us

Master Of Science (Ms), Computer Science

Bachelor'S Degree, Civil Engineering