Tom Claeson Email & Phone Number

Saint Paul, Mn, Us

Minneapolis, Minnesota, Us

Redpath is a Salesforce.com Consulting Partner that specializes in helping nonprofit and higher education organizations maximize cloud technology. We have helped more than 400 organizations with their sales, marketing, customer service, and development needs since 2008. All of our consultants are Salesforce certified and own 176+ certifications. To foster greater specialization, we pair our consultants with clients based on individual expertise to effectively support specific industries. • Manage and mentor a team of Salesforce consultants to support them in achieving professional goals• Lead all aspects of project discovery and solution design• Author the solution vision document and present to clients prior to sprints• Effectively build and nurture relationships with clients during discovery and project execution• Lead consultants and developers in creating a backlog of user stories derived from the solution vision• Direct consultants in tasking user stories and writing actionable testing instructions• Partner with project managers to lead sprint cadences• Plan and execute data migration of foundation and historical data from legacy systems into Salesforce• Plan and execute integrations with systems external to Salesforce• Plan and direct client UAT phase & solution deployments using change sets and established templates• Support sales team on client calls and estimating of SOWs and RFPs

Jackson, Wy, Us

As a leader on the Fortimize project team, guided all aspects of solution design, configuration, testing, refinement and deployment to ensure the delivered solution met client expectations• Led all aspects of project discovery from client pre-work inventories to onsite deep-dives & ride-alongs• Led all aspects of solution & data model design, presented to clients for review and approval• Authored solution design documents to provide clients and project team a roadmap for delivering scope on current and potential future phases of project• Led business analysts & developers in creating the backlog of user stories derived from the solution design, categorized by theme and persona• Led project team in creating story point estimates during sprint planning• Partnered with Project Manager to orchestrate agile cadences of daily standups, backlog grooming, sprint planning and sprint demos• Partnered with 3rd party vendors to integrate AppExchange apps as part of a client solution• Directed project team QA process to ensure approved user stories passed acceptance criteria• Planned & directed client UAT phase & solution deployments using Gearset and change sets• Planned and executed data migration of foundation and historical data from legacy systems into Salesforce• Contributed to establishing the Fortimize project methodology from a Solution Architect perspective

St. Paul, Minnesota, Us

As the leader of the project team, identified client sales, marketing and operational processes through discovery meetings. Created statements of work for customers and led Salesforce solution architecture process for clients. Led all aspects of agile project execution from requirements capture to implementation. Served as functional lead on projects and directed teams of business analysts and developers to complete tasks. Partnered with clients to ensure deliverables met or exceeded their expectations.• Estimated and presented customized Salesforce solutions to equipment leasing and finance clients to transform their CRM, origination, credit, documentation, funding and booking process• Led assessments with clients to map out business processes• Elicited detailed requirements and captured user stories through onsite and remote sessions• Built custom objects, custom fields, process builder flows, approval processes, visual flows, validation rules, reports and dashboards in Salesforce to client specifications• Designed & configured document generation workflows and processes using Nintex DocGen and DocuSign• Created designs for development team for customizations requiring Visualforce and Apex development• Partnered with 3rd party vendors to integrate AppExchange apps as part of a client solution• Trained clients on how to administer and support Salesforce solutions• Managed agile project delivery, budgets and resources across all project phases • Supervised and directed internal projects to deploy and maintain Tamarack applications on the Salesforce AppExchange

Minneapolis, Minnesota, Us

Led all aspects of Salesforce platform project engagements with customers and exceeded customer expectations by providing high-quality solutions and service. Collaborated with client Product Owners to solidify project vision and objectives. Drove momentum of projects forward using Magnet 360’s agile/scrum methodology. Advised client on business improvements, project direction, feature conflicts and prioritization. Accountable for overall project budget, schedule, scope and staffing.• Led a $2.25mm project to replace existing client e-commerce solution with a Salesforce solution incorporating CloudCraze and Orchestra CMS technologies built on the Sales, Marketing and Community clouds. Oversaw a project team with over 12 onshore, offshore and client resources to build a complex application using the Magnet 360 agile methodology. Solution positioned client to build a customer-facing mobile application in the succeeding project phase.• Led a $1.2mm project to implement a Field Services Lightning solution built on Salesforce for a large industrial firm to realize operational efficiencies and reduce costs. Oversaw a project team of 5 onshore, offshore and client resources to build a groundbreaking application that became the blueprint for subsequent Magnet 360 Field Services Lightning projects.

Wayzata, Minnesota, Us

Led initiatives to identify and deliver technology solutions for a 300-member loan origination and distribution business with offices in 19 countries to solve business problems, improve processes and advance business strategies.Managed BAs and developers in all facets of IT solution delivery including problem definition, proofs of concept, requirements gathering, solution design, project management, implementation and support. Coordinated global implementation of corporate initiatives / policies and represented TSF as their IT Manager to Cargill business units and IT functions.

Wayzata, Minnesota, Us

Performed multiple back-office roles to gain a deep understanding of the business and identify opportunities for upgrading TSF business processes, data & technology. As an operations analyst, settled multi-million dollar loan originations and distributions with banks, insurance companies and corporations. As a risk analyst, prepared weekly global risk report used by TSF management and commercial teams for monitoring total exposure against limits. As an accounting analyst, monitored and reconciled P & L by product and strategy.

Led architecture, development and support activities for trading, finance and commodity software on all technology platforms, both custom and 3rd party, for Cargill's global financial and cotton trading businesses. Provided leadership and coaching to team members and served as technical lead on all major projects. Sourced, structured and managed project teams comprised of internal and external technical resources.

Led and mentored a team of internal and contracted developers in architecting, developing and supporting custom trading, finance and commodity software using Java, Oracle and UNIX for Cargill’s global financial and cotton trading businesses. Researched and established standards for tools and technologies used in application development.

Ba, Magna Cum Laude, Computer Science, Political Science, Psychology

Politics And German Studies