Uma A Email & Phone Number

Lathrop, Ca, Us

Menlo Park, Ca, Us

Oakland, California, Us

• Facilitated the requirements workshops, documented detailed functional, technical, reporting & data requirements• Gathered, created and documented current and future business process flows.• Conducted analysis of systems specifications and use analysis / diagramming tools (Visio) to represent business / technical processes.• Responsible for carrying out business, testing and training requirements gathering; workflow analysis, gap analysis, user stories, test case development and functional design. • Performed the Mapping exercise between MS Dynamic CRM and Salesforce.com• Created the Mapping sheet between the Data entities for Case, Account and Contact Object.• Created the required Queues for each business lines(BL) in the CRM system.• Created the User Stories in Agile (Version One Tool) to support the Sprints.• Tested salesforce configuration and setup, test case development, performance and load testing, End to End testing, and functional/regression testing. • Provided support to Salesforce users in sales and service teams, and act as the primary point of contact for end-user support.• Engaged with business stakeholders (KPMG) to gather/analyze requirements to break them down into detailed requirements/user stories. • Demonstrated Salesforce.com capabilities to solve business problems by implementing Proof of Value pilots and producing the supporting documentation.• Conducted Workshop sessions with both the development and business groups to demo the CRM workflows and alerts.• Maintained collaborative relationships with external vendors to achieve project goals, where necessary.• Participated in the evolution of team best practices, standards and policies• Stayed current with the periodic Salesforce releases and leverage the updates applicable to the ORG.

Koto-Ku, Toyosu, Tokyo, Jp

Worked closely with sales/marketing team and performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects and Custom objects of SalesForce.com (SFDC).Involved in Salesforce configuration.Created various Dashboards and Reports for various groups and managementConfigurator Maintenance & Create and Maintain product/bundle configurations within Salesforce.com, in coordination with Marketing Data Integrity & Monitor and maintain the data within the CPQ (Configure Price Quote) shopping cart CRM Support &Provide Salesforce.com user support for all product availability, Configuration and Pricing inquiries. Liaise with different departments, including Marketing, Supply Chain, etc; for creation and maintenance of CPQ Involved in Pricing setup with MarketingResponsible for day to day Salesforce technical administration.Integrated SQL database functions with Salesforce applications.Migrating Databases from SQL Server 2005 to SQL Server 2008. Created Tables and other SQL Joins and Statements for Applications by using T-SQL.Participated in cross-functional teams to address strategic and operational issues surrounding CRM and salesforce instance.Written various Workflow rules for field updates and Email alerts.Created various Custom Objects, Custom Fields and Record Types.

Performed the roles of Business Analyst & Salesforce.com administrator in the Organization.Worked closely with sales/marketing team and performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects and Custom objects of SalesForce.com (SFDC).The scope of work was to understand the existing Fiserv Business process from Subject Matter Experts (SMEs) and Line of Business on Payment functions and Trade Finance functions with a view to identify system gap, gather Business requirements and deliver documented requirements not limited to System Requirements Specifications, Data Mapping Specifications to facilitate implementation of solution from UBS.Participated in cross-functional teams to address strategic and operational issues surrounding CRM and salesforce instance.Prepared training material and trained salesforce.com business users.Used Salesforce for Contact Management, Accounts Management, Relationship Management and Management reporting.Involved in Application Set up activities and customized the App according to the requirements of the users.Created Validation Rules, Approval Process, lead escalation, Security, Sharing Rules.Interacted with business users and created many number of List views according to their requirements.

Assisted the implementation of Salesforce and provided ongoing administration supportGathering and documenting Business and Functional Requirements (BRD, FRD), User requirements, Use Cases, System Requirement Specs (SRS). Prototyping, Surveys, User Stories, Joint Application Requirement / Design (JAR / JAD) and Brainstorming.Deployment of Zoom Info App from AppExchange and integrated with SFDC lead generationImporting data into Salesforce using Data LoaderAdded Organization-Wide Email Addresses to all the applicable email alerts.Provided Level 1 User support and answered questions raised by business userResponsible for importing referential data received from external banks into Salesforce.com.Revamp Home Mortgage product offerings to conform to FHA (Federal Home Administration) Agency Loan limits.Changes to Retail Credit Card product offering to introduce new line of products with Point-based and Cash Back Rewards.Migration of Pacific Trade Brokerage application to Legacy system, with updated Product offering to complement Business needs.Integration of Pacific Coast Investments platform with an already merged Pacific coast Bankers Advisor- Securities platform.

Modified the user roles and administrated the access for Partner Portal Users.Created a customized Web-to-Lead form with custom fields from Leads object (Product type), tested with users and implemented the form in their website and linked with SFDC.Created Custom Objects, Validation rules, and associated Workflow rule / approval process to remind Sales Managers and their supervisors on lead follow-up.Assisted with setting up mass email distribution as well as creating new email templates to send reminders with specific lead information.Modified the lead assignment rules to automatically assign leads to specific third party resellers based on geography / region (state in the address of a particular lead).

Implemented case automation to track and solve customer’s issues. This helped to form a common platform to address Business Users issues.Minimized the custom code by using the standard configurations such as WorkFlows, Validation Rules, and Auto Response Rules.Worked extensively on Accounts, Contacts, Leads, Opportunities and other standard objects and additional fields, layouts and record types for custom objects.Data modeled the Salesforce Application by using Lookup and Master detail relationships on the objects and created junction objects to establish connectivity where ever required.Worked on Roles, Profile, Access settings, Page Layout features of Salesforce platform.Performed Deployment activities using Change Sets and Eclipse IDE.Prepared functional requirement and design documents.Created new report types, new reports and dashboards to monitor and issue regular key productivity indicator reports and charts.Modified access and sharing rules, added custom objects and workflows, and approval processes, Worked in Cross Functional team environment, served as a liaison between SME’s, Project Manager, and stakeholders to ensure accuracy in the SFDC implementation and other business requirement.

Work with Business partners to prioritize Projects for calendar year, complete project charter outlining scope goals, deliverables, risks, required resources, budget and timings.Responsible to discuss with Business and technology partners and understand any changes to the Project pipeline and subsequent updates for the re-prioritized Project effort.Discuss with Project teams to detail the work breakdown structure and be accountable for the effort estimated for each tasks.Mediator between stakeholders and team members and ensure continued engagement of project resources to resolve day-to-day project issues, ambiguities on tasks/requirements.Work with Senior Management on how results will be measured and complete a post-project evaluation to determine how well results were achieved. Archive project documents.

Dhaka, Bd

Interacted with various teams to gather requirements for new Fannie Mae products.Prepared detailed analysis documents outlining the FAS157 level for all Fannie Mae products.Extensively used Requisite Pro for requirements.Documented all the changes in the initial templates.Updated existing pricing process flow charts.

Charlotte, Nc, Us

Followed a structured approach to organize requirements into logical groupings of essential business process, business rules, information needs and insured that critical requirements are not missed. Applied UML methodologies to design Business and System Use Cases, Use Case Diagrams, Activity Diagrams, Sequence Diagram and Task diagrams.Accumulated customer requirements from various end through surveys, interviews and JRP sessions and JAD sessions and translated them into system requirements. Suggested measures and recommendations to improve the current application performance. Analyzed team performance with the Project manager and implemented the changes if any in order to raise the efficiency of the entire team.