Project Manager/CRM Consultant Resume Example
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PROJECT MANAGER/CRM CONSULTANT
Skills
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Professional Summary
Motivated Business Analyst with
more than 5
years of experience across information technology sectors. Technical expertise with business acumen to translate
business requirements and objectives into scalable, highly resilient and
successful system solutions. Certified PMI-ACP, PSM1 (Professional Scrum Master), PSPO1
(Professional Scrum Product Owner) and Dynamics
CRM 2016.
Work History
Project Manager/CRM Consultant, 02/2017 to Current
Finastra – Newark
Finastra – Newark
- Owned and managed end-to-end delivery and engagement with various teams.
- Developed a migration approach and roadmaps.
- Conducted brainstorming sessions with client to understand their business needs.
- Engage stakeholders and business units and conduct research on various vendors on high level requirements and consolidated information into a Feasibility study for management for approval.
- Created, edited, and maintained technical and procedural documents.
- Coordinating and communicating the project updates with team and all project stakeholders.
- Managed company-wide communication and trained clients on CRM usage.
- Handled Solution Design, functional requirements documentation, workflows.
- Coordinate cross functional and cross team efforts and dependencies.
- Troubleshoot CRM errors and performance related issues.
- Conducted interviews with key business users to collect information on business processes and user requirements.
- Documented business processes and analyzed procedures to see that they would meet changing business needs.
- Assessed the impact of current business processes on users and stakeholders.
- Defined business goals to determine systems requirements.
- Developed multiple executive presentations and reports to facilitate project evaluation and process improvement.
Product Manager and Scrum Master, 05/2016 to 01/2017
Spectrum – Janesville , WI
Spectrum – Janesville , WI
- Managed team of three direct reports responsible for on-going product optimization, account management and ad placement on company website.
- Worked closely with all product development departments to create and maintain marketing materials for sales presentations and client meetings.
- Drove specification, scheduling, status and review processes.
- Drove specification, scheduling, status and review processes.
- Developed strategic plans and initiatives.
- Directed business processes from conceptualization through end-user delivery.
- Facilitated a fast-paced and dynamic entrepreneurial environment.
- Worked with stakeholders to drive product and service definition and design.
- Involved on all phases of project life cycle, JAD sessions, Grooming sessions, Sprint planning and retrospective meetings.
- Setting up Team Rules, daily stand-ups, Scrum of Scrum, Customer Meetings and Demo.
- Coordinated and facilitated extensive user interviews and workshops to gather and analyze requirements.
- Understood the business/functional requirements and created User Stories, Business Process.
- Designed/documented the Security Roles and Permissions for a user/employee activity.
- Created email templates for various functions includes time management, Reset passwords, User creation.
- Documented Web API's actions, end points and entity mapping for each REST API.
- Analyzed and documented the self-login authentication process and Azure login authentication.
- User Interface mock ups for employee
registration and time entry management screens.
Product Owner / Business Analyst, 08/2015 to 04/2016
Spectrum – Keller , TX
Spectrum – Keller , TX
- All scrum responsibilities including setting up team rules and policies, daily-stand-ups, coordinating with Product owners and backlog grooming, scrum of scrums role.
- Created a high-level migration plan from 2013 on premise instance to online.
- Conducted daily stand up meetings, prioritized the backlog.
- Hands on experience in creating Dynamics CRM Entities, Views, Form Designing, Role Based forms, Role Based security, N: N, N:1 and advanced relationships.
- Created user stories to customize UI based workflows, Duplicate Detection Roles, and participated in managing Dynamics CRM Update Roll-ups and Data Migration initiatives.
- Created data export plan on entity order. Verify entity order with stakeholders. Co-ordinated with the team to Export data from one instance and imported to the other instance.
- Create a new Talent Form to support new capabilities
for features.
Business Analyst, 12/2014 to 07/2015
Spectrum – Kettering , OH
Spectrum – Kettering , OH
- Interacted with the client, user and stakeholders to gather the business requirements.
- Understood the business and functional requirement and created User Stories, Business Process and CRM Data and Form mapping.
- Created Dynamics CRM Form, Views, report mock up, Security Role matrix, SSRS Reports as part of initial phase of the project and customer demos.
- Created Test Cases and Link test cases to User Requirements using TFS.
- Created Security Role, Browser Matrix to test various Dynamics CRM cases.
- Verify plug-ins and Workflow functionalities to the business scenarios.
- Gap/Fit Analysis for Microsoft Cloud CRM Project.
- Implemented user acceptance testing with a focus on documenting defects and executing test cases.
- Managed testing cycles, including test plan creation, development of scripts and co-ordination of user acceptance testing.
- Mapped process activities to desired outcomes to rectify operational inefficiencies.
Business Analyst, 02/2014 to 11/2014
Spectrum – Klamath Falls
Spectrum – Klamath Falls
- Gathered business requirements from clients and defined users' goals.
- Provided degree of fitment analysis on determining requirements for Out of Box, Configuration, Customization, ISV Add-Ons, Integration/Plug-ins and Workflows.
- Implemented Dynamics CRM for Verticals with respect to professional services mainly designing of ticketing system and Sales process design using workflows.
- Created Entity customization, their Relationships and defining Entity Data Model.
- Created UI Workflows, Dialogs, Security Roles and Privileges.
- Customized forms, Views and Work flows in Microsoft Dynamics CRM.
- Handled the offshore Testing team in terms of test cases, help them on understanding the CRM Functionality and to analyze bugs.
Business Analyst, 02/2013 to 01/2014
AT&T – City , STATE
AT&T – City , STATE
- Interfaced with business users to prepare and update Business Requirement Document (BRD) and Functional Requirement Document (FRD).
- Interfaced with third party system to understand the validation rules for the reviews.
- Developed Use Cases for capturing business functionalities and flows.
- Conducted JAD sessions with the project team to collate requirements and traced those to the requirements list, which then was traced to the Use Cases.
- Responsible for User Acceptance Test Scripting.
- Used Waterfall Methodology, helped project manager with the project schedules.
- Used Quality Center to track the defects that
were created as part of the User Acceptance testing.
- Developed wireframes, site maps and content inventories.
Business Analyst, 10/2007 to 02/2009
ICICI Bank – City , STATE
ICICI Bank – City , STATE
- Involved in requirement gathering for the project.
- Prepared detailed use-case diagrams from requirement specifications using MS Visio.
- Maintained and update project documentation to include project plan, work breakdown structure, schedule, budget, risk plan, communication plan, and table of organization, change control log, and reports.
- Took meeting minutes in weekly hands on and JAD Sessions.
- Worked with the developers and the Quality
Assurance team for the requirements walk through.
Education
Bachelors in Computer Engineering: Information Technology, Anna University - City, State
Certifications
- Microsoft Certified Business Specialist in Dynamics CRM 2016 Sales.
- Professional Scrum Master (PSM1).
- Professional Scrum Product Owner(PSPO1).
- PMI Agile Certified Practitioner(PMI-ACP).
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Resume Overview
School Attended
- Anna University
Job Titles Held:
- Project Manager/CRM Consultant
- Product Manager and Scrum Master
- Product Owner / Business Analyst
- Business Analyst
Degrees
- Bachelors in Computer Engineering : Information Technology ,
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