Project Successes

____________________________________________________________                                                                                      

Mr. Moser is partner at Redtail Consulting, Inc, a firm specializing in providing salesforce.com consulting services in the Philadelphia area. He has extensive experience with salesforce.com including Sales, Service and custom applications built on the salesforce.com platform.  His experience includes extensive experience in customization with apex, visual force, web services and batch components.  He also has integrated salesforce.com with ERP systems, in-house systems and numerous apexchange applications.

 

 

 

 

Partnerships

Salesforce.com Consulting Partner w/100% customer satisfaction survey results.

 

 

Consultant Certifications

Certified Salesforce.com Administrator

Certified Salesforce.com Consultant (deprecated)

Certified Salesforce.com Developer

Certified Salesforce.com Advanced Developer

Certified Salesforce.com Cloud Consultant

 

Morgan Stanley     2014 (Feb-July)

Salesforce.com Architect

·               Environment included Ciphercloud, Docusign and 15 custom applications for the Human Resources group

·               Developed detailed designs and performed technical architecture tasks

·               Responsible for leading offshore development team

·               Provided recommendations to environment, security and process

 

Boats.com     2014 (January)

Salesforce.com Data Migration

·               Designed a conversion process to convert 100+ cases from a custom access database to SFDC

·               Developed triggers and provided excel/data loader processes

 

 

Constellation Energy     2013 (July thru Dec)

Salesforce.com Architect

·               Consulted with the SFDC leadership team on approach to merging multiple orgs, plus Seibel

·               Developed timelines & estimates

·               Provided technical expertise

·               Held training sessions with development staff to give them an overview of the technical SFDC environment

·               Designed & developed numerous enhancements to the Sales Cloud application

·               Selected and integrated third party grid tools with visual force / dhtmlx

 

 

 

Ricoh Latin America     2013 (Jan-June)

Salesforce.com Development

·               Advised business leaders on approach & timeline

·               Designed & Developed a price configurator to support 8 Latin American countries

·               System is multi-language & multi-currency

·               Developed complex visualforce & apex code

·                

Sodexo - Multiple Locations     2012-2013 (Oct – Jan)

Salesforce.com Development

·               Build out multiple solutions for various departments

·               Performed data conversions

 

Fannie Mae – Washington, DC 2012-2013 (April 2012 – Oct 2013)

Salesforce.com Architect

 

·               Developed a complete data model to support the mortgage analysis process

·               Designed and developed Conga reports

·               Designed a salesforce application to analyze mortgages for various loan breaches

·               Developed the workflow to support the application

·               Developed complex visualforce & apex code to support the application

 

Medrisk – Philadelphia, PA2012  (March-April)

Salesforce.com Architect

·               Designed and developed a customer portal for use by Medrisk's providers

·               Provides for the ability for providers to view patient billing informatino

·               Allows for provider user administration

·               Reduces the inbound call volume for Medrisk's provider support center

 

 

Medical Audit and Review Solutions – Malvern, PA 2012 (Jan-Feb)

Salesforce.com Architect/Developer

·               Developed a medical audit review application used by physicians & nurses

·               Developed complex visualforce & apex code to support the application

 

 

Medrisk – Philadelphia, PA2011  (Jan-Dec)

Salesforce.com Architect

·               Implemented the service cloud application for use in the call center

·               Developed customer portal solution for adjustors and nurse case managers

·               Evaluated document management solutions include SpringCM and M-Files

·               Architected document management approach

·               Architected and developed a single sign-on solution for the customer portal application

·               Developed google map extensions to allow for patients to be emailed directions to facilities

·               Currently architecting a full document management system integration with SFDC

 

 

Dominion Enterprises – Norfolk, VA2011 (Sept – Dec)

Salesforce.com Architect

·               Designed a solution to consolidate the master customer database

·               Standardized customer addresses using Strike Iron web services

·               Geocoded customer addresses to assign lat/lon for google map services

·               Developed matching algorithms to consolidate customer locations

 

Exelon Energy – Philadelphia, PA2011 (Jan-Aug)

Salesforce.com Architect

·               Responsible for design and development of Sales (call center) customizations

·               Integration with enterprise pricing and billing systems

·               Technical architecture and performance

 

Medrisk – Philadelphia, PA2010 (Jan-Dec)

Salesforce.com Architect

·               Responsible for design and development of Service (call center) customizations

·               Integration with google maps

·               Establishing and maintaining the change control processes for multiple sandbox environments

·               Technical architecture and performance

·               Use of the force.com IDE (Eclipse) for development and code promotion

 

Rescue Capital – Philadelphia, PA2010-2012 (ongoing)

Salesforce.com Architect

·               Responsible for design and development of Service (call center) customizations

·               Integration with financial services applications

·               Customization to support the purchase of structured settlements

·               Integrated t-Value software utilizing web services

 

Mutlifunding LLC2010 (startup)

Salesforce.com Architect

·               Setup and customization for a financial firm in the startup phase

·               Customizations to support lead/sales activities

 

 

Boston University – Boston, MA 2010 (July-Oct)

Salesforce.com Developer

·               Customization of the application including the development of interfaces to educational/testing systems

·               Training and mentoring staff in the use of Salesforce.com

·               Data conversion

·               Cardscan integration into salesforce.com marketing/campaign management

·               Set and training in the use of Microsoft Office integration components

 

 

Villanova University – Philadelphia, PA2010 (Jan-June)

Salesforce.com Architect

·               Responsible for data mapping for the integration to existing ERP system

·               Use of Apex & Visual Force to customize the user interface and integrate with the ERP system

·               Development of custom objects necessary to support the business needs

·               Developing tests for custom apex code

·               Use of the force.com IDE (Eclipse) for development and code promotion

 

 

MDS Pharmaceuticals2008 (June-Dec)

Salesforce.com Architect

·               In order to meet the production deadlines, I was called in to mentor the staff in the customization of salesforce.com

·               Assistance included mentoring in the use of APEX data loader

·               Development of batch interface schedules

·               Customization and configuration of salesforce.com

 

 

DecisionOne       2005-2007

Salesforce.com Architect

·               Overall responsibility for implementation of salesforce.com for a large sales organization

·               Planned, designed and executed the project

·               Developed and performed training for the sales staff on the use of the system

·               Architected and developed batch interfaces and processes to integrate salesforce.com with external systems

·               Utilized APEX data loader extensively

·               Customized security, role hierarchy, web to lead, forecasting, multi-currency, products, pricing and many other features of SFDC

·               Hold regular brown bag workshops to teach concepts of salesforce to the sales team

·               Day to day support of the installation as system administrator

1