Salesforce Partner Portal solution design and implementation Extreme cost cutting with partner collaboration directly in Opportunity/Projects in SFDCPM for Custom Apex & VisualForce forms for Lead EntryTestingTraining Docs for Internal and External Users

Salesforce instance configuration and customizationInventory/Order management custom objectData import and conversion from MS AccessSigma inventory app integration with SalesforceMobile Chatter Alerts on Custom Credit Object

MS CRM Migration to Salesforce to large volume software and hardware dealerHighly customized opportunities, quotes and custom orders objectDBAmp data migration from SQL Server to Salesforce schema

Pivotal CRM migration with DBAmp from SQL Server to SalesforceScripted with metadata from both Pivotal and SQL ServerCustom transformationsMulti-million row loads

Salesforce update and consulting for physician consulting division to support training and sales goalsConsulting on database normalization Consulting on workflow and process mapping

500 User Salesforce Instance Setup 19 Custom Profiles with Permission Sets22 Roles with 7 Level Hierarchy 19 Departments25 Groups300 Field RepsSalesforce for Outlook to All Users with unidirectional sync from SFDC to Outlook26 Chatter Groups22 Report Folders with Custom ReportsDashboards - Executive - Sales - Adoption - Activities - Top Customers - Accounts Under Management - Error Checking Financial Accounts Data Sync - Transitions - Active Rep List - Insurance Blotter - Alternative Investments BlotterCustom Object DevelopmentAlternative Investments (AI) Blotter integration with AppCrown Wealth Management AppBack Office and Rep Facing AppCustom Record TypesAI Product Table with Custom Fields to track Transactions in BlotterAl Vendor Accounts including Real Estate - Medical Construction - Oil & Gas and other VendorsLinked with AppCrown integration of Contact Clients from NFS, Pershing, DTCC, TDAmerictrade, ACNAI ReportsAI DashboardCustom Object DevelopmentInsurance Blotter integration with AppCrown Wealth Management AppBack Office and Rep Facing AppTo track insurance transactions pre-approvalCustom Record TypesInsurance Vendors including - Variable & Fixed Annuity - Life - Disability and other Insurance typesInsurance ReportsInsurance DashboardsCustom App Design & Project ManagementRep Facing "Intranet" by Department with Visualforce Home Office Chatter Profiles by DepartmentHome Office Document Libraries by DepartmentHome Office Calendars by DepartmentCustom Object DevelopmentRep ID integration with AppCrown Wealth Management AppBack Office and Rep Facing AppCreated Rep ID table for easy management by Back Office usersRep ID's are used to integrate data sources from NFS, Pershing, TDAmeritrade, DTCC and ACNID's are unique to Rep Contacts and Rep UsersAssets Under Management (AUM) are consolidated and totaled in Custom FieldsThat object is linked to Rep Contacts for Rep facing verification of assets under each ID

Salesforce for Wealth Mangement Custom Object Development 401K Asset Allocation AppThe app recommends asset allocation to 401K consumers by company with company approved fundsDesigned and developed add on for Salesforce for Wealth Management to create Bucket of Assets object that through an Apex Trigger applies mutual funds and allocation recommendations from the bucket to the user Financial Profile which then generates a report to the client.Previously the recommendations were applied one at a timeAfter the add on was applied the recommendations are applied in mass from the "bucket" thereby streamlining the process and saving a lot of time.

Informatica Cloud Standard Setup and Configuration Informatica Agent Setup and Configuration on Oracle DatabaseAccount and Contact Integration between Oracle and Salesforce Informatica Transformations on Contact data from Oracle to SalesforceAccount and Contact Loads from Oracle to SalesforceInvoice Loading from Oracle to Salesforce - 9 million records @ better than 1 million per hourCustom data transformation with MS Access and MS SQL ServerLoads via Data Loader from CSV to Salesforce

Developer for Sales Automation Managed PackageCustom Object Creation & CustomizationHeavy Data Loader Salesforce to Salesforce MigrationsOn-Site Customer TrainingOn-Site Customer CustomizationsReport Types, Reports & DashboardsSaleforce for Outlook SetupEnd User Support and Training

IBM AS400 to Salesforce Integration through Informatica ExpressCustom Object Creation for Sales & Annual Budget DataInformatica Express Setup, Configuration & Testing

Custom views, reports and dashboardsDocumentationEnd User Training

Current organization analysis, business requirements & documentationChanges & Enhancement Recommendations DocumentStatement of Work Document

Setup & configuration of Salesforce organizationProfiles & RolesMigration of Data from MS Access to SFDCTrainingCustom Reports & Dashboards

Managed an Advertising/Lead Generation Data migration from MySQL to Salesforce for an advertising companyLed internet training sessions via GoToMeeting, managed Profile/Role security, and created custom fields

Salesforce Application Development for Alternative InvestmentsClose consulting with private equity group & compliance teamDeveloped custom app to track, manage and reports to managementCustom objects Master Detail RelationshipsCross object formulasCustom dashboards, reports and viewsEnd user training and acceptance

Project Management Application in SFDownload and Install Free Force.com Project Management AppMultiple Project & Multi Department capable Customize app for simplicityCustom fieldsCustom reports

Demonstration of Applicant Tracking, Employee Performance solutions to small and medium size firms.

Product development

Traded stocks, options, mutual funds, certificates of deposit and gold for retail cus-tomers. Educated customers on market dynamics and trading strategies for all major domestic markets. Interacted with high net worth customers on market research, tax issues and trade disputes. Lead classes and handled questions and escalations from interns. Manned help desk for all reps and as-sisted with employee scheduling and load balancing of manpower during peak periods.

Developed, marketed and sold 25 home lots with infrastructure

Administered development environment of SQL Server 2000 and Lawson ERP for migration away from Oracle 7 based ERP system. Developed migration plans, data import and staging databases. Administered Lawson environment for beta users and testers. Worked with Deloitte and Touche teams through migration and building out of reporting apps using Crystal Reports directly con-nected to Lawson tables.

Full production level DBA starting with SQL Server 6.5 and migrating to 7.0. Created security and disaster recovery shortly after taking on DBA role. Implemented transactional replication, reporting and data logging schemes to support all areas of the enterprise. Implemented and supported Kana, Great Plains, Dev, Stage and Production environments including hardware support on a 24/7 by 365

Charles Schwab Mutual Fund Content Management System—Created Schema, SQL Server Setup & Maintenance

Created schema, SQL Server Setup & Maintenance

American Zoetrope Virtual Movie Studio—Created schema, SQL Server Setup & Maintenance

Migration Consulting with various clients moving them from older systems to MS Windows domains, MS Exchange and Lotus Notes. Taught MS Outlook classes to end users while their clients were migrated. Setup Notes and Exchange servers, taught administrators best practices.