CAREER OVERVIEW:

My experience with Enterprise and Commercial CRM projects including project management, soft development, and testing gives me the background to meet and exceed customer expectations.

 

I am a solutions architect with 15 years of experience in the IT field with architecture, design and hands on development experience. I have been working with Cloud solutions on Salesforce.com/Force.com for around five years. I enhanced Contract Management functionality with Apex triggers, Visualforce pages and designed proposals outlining options for migration to the cloud.

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QUALIFICATIONS:

Certified Salesforce Sales Cloud Consultant 

Certified Salesforce Administrator
 

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TECHNICAL SKILLS:

SFDC Program Management using Agile Rally, Force.com Migration Tool, Apex Integration via Salesforce API Web Services with third party service providers such as Tableau and SAVO, SSO/SAML, and process automation via Apex triggers, flow, approval processes, workflow rules , HTML, CSS and Salesforce System Administration, including user roles, profiles, sales teams and account teams, data model development and UAT testing.

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ACCOMPLISHMENTS:

 

As a Salesforce Sales Cloud Consultant working for ProQuest, I implemented a Product Platform Migration Tracking Application allowing Technical Support Managers to track Product Platform Migration cases by account and by Technical Support Agent. In addition, I upgraded the Cornerstone Learning Cloud Application releases and managed the Cornerstone program in general.

 

As an independent Salesforce Consultant working for Deloitte, I managed large SFDC Service Cloud project consolidating an Email to Case implementation consisting of over 100+ mailboxes to a forms based Web to Case implementation servicing Deloitte’s employee HR queries and requests. In addition, I expanded an in-house SFDC project management application to include developer hours tracking and advanced project trend analytics. In addition, I created the SFDC Business Continuity Plan and managed the project to bring Deloitte SFDC into Deloitte Branding compliance.

 

As an EnablePath Solution Architect, I transformed a Salesforce red account to a 5 out of 5 CSAT customer. This turn-around was especially important as EnablePath is a new player in the NYC/NJ/PA market and needed a strong first project outcome in the Northeast market.
 

As the Seagate Change Management SFDC program manager, I gathered business requirements, created user stories, entered defects, and tracked project status via Agile Rally Software to ensured project alignment with business goals and objectives. My activities included Webex meetings with offshore developers and stakeholders to provide technical guidance and program status updates. Other duties included content management via SAVO, analytics via Tableau Desktop, Apex coding, data model design, UAT testing, and ANT script creation for code promotion.

 

As a Force.com Developer for Merck, I enhanced the Contract Management functionality by creating an Apex trigger tracking products sold vs Special Pricing Agreement terms. I also created a Visualforce page to upload opportunity products via csv files.

 

As a Solutions Architect for Novartis, I created a Roadmap for future client migrations and a Use Case document of a brand site to collect functional requirements for re-platforming to Force.com. Also, I managed the configuration of Single Sign-on to include Salesforce Chatter for SP initiated requests. In addition, I have designed Apex triggers and Visualforce pages implementing data import and field updates.

 

As a Salesforce Consultant for Sabadell United Bank, I successfully managed the upgrade from a basic Professional Edition instance to an advanced Enterprise Edition instance. The client recently purchased three separate banks in South Florida, each bank using a separate instance of Salesforce. The most advanced implementations included integration and testing with FIS Bank Core, Great Plains and Charles Schwa,  a mortgage calculator implementing Sabadell lending rules for loans of varying amounts for in-state and out-of-state clients, well as loan status dashboards and reports for residential and corporate lending . I also worked closely with lending officers to align loan information entry with banking business processes.

 

As a consultant for Salesforce Premier Support Tier 2 Analytics, I customized and tested hundreds of customer instances, while meeting and exceeding quality goals and customer expectations. My projects
included custom objects, fields, workflow rules, analytic snapshots, validation rules, and web to x functionality.

 

HISTORY:
 

Bill Davison Consulting, SFDC Lead Administrator ProQuest Global Sales Operations – Ann Arbor, MI

July 2015 to present

 

·               Cornerstone Learning Management System – Project Manager

·               Product Platform Migration Tracking – Solution Architect

 

Bill Davison Consulting, Deloitte Talent Technology Project Manager – Parsippany, NJ

January 2015 to July 2015

 

·               Mailbox consolidation (Email to Case) to Web to Case project manager

·               Upgraded SFDC In-house Project Management Application to include advanced Project Trend Analytics and hour tracking

·               SFDC configuration, workflow rules, and hour tracking update triggers.

·               SFDC Reports & Dashboards

·               Force.com Migration Tool

·               Git/Jenkins Versioning Control

 

EnablePath, Solutions Architect – Atlanta, GA

June 2014 to January 2015

 

·               Conducting Business Process Reviews with clients to identify business processes, functional requirements, and project scope.

·               Create Report of Findings and Solution Design documents.

·               SFDC configuration, workflow rules, approval processes, and lead assignment rules

·               SFDC Reports & Dashboards

·               Data Migration

·               User Training.

Wipro Technologies, Solutions Architect – East Brunswick, NJ

January 2013 to May 2014

·               Designing triggers and Visualforce pages for data importing and field updates.

·               Analyzing business processes and creating functional specifications for Salesforce applications such as account management and sales forecasting analytics.

·               Managed Agile projects with Rally Project Management Software

 

 

TekPartners Consultant at SABADELL UNITED BANK – Miami, FL
April 2012 to September 2012 –

 

Salesforce Consultant shepherded the company from Professional Edition to advanced Enterprise Edition. Salesforce customizations included:

·               Customize role hierarchy and user profiles

·               Advanced Sales Dashboards and Reports

·               Implemented Loan and Expense Report Approval processes

·               Created html email templates, custom buttons, and custom links

·               Imported accounts, opportunities, and selling teams via DataLoader

·               Provided Quality Assurance via testing in production and sandbox instances

·               Optimized user experience of Reports, Dashboards, and Content areas.

·               Developed strategies to handle data discrepancies and data quality problems

·               Monitored and analyze site metrics, system performance, and user activity

·               Defined and documented requirements, processes and governance.

·               Managed Salesforce security including roles, profiles, sharing rules, workflows and groups.

·               Participated in cross-functional teams addressing strategic business issues.

·               Salesforce for Outlook configuration and training

·               Implemented Salesforce document handling.

·               Managed Apex triggers and API Web Services to Great Plains and Charles Schwab

·               Flows, workflow rules, and validation rules

·               Customized data model to support loan origination forms.

STREAM GLOBAL SERVICES/Salesforce Premier Support Tier II Analytics –  Watertown, NY
January 2012 to April 2012 –Salesforce Tier II Customer Support for Analytics

·               Consistent leader in team KPIs for resolving cases

·               Analyzed SFDC data models and report filters for performance ‘efficiency

·               Engaged Salesforce account executives, program manager, and product engineers to resolve cases

STREAM GLOBAL SERVICES/ Salesforce Premier Support Administrative Services - Analytics –  Watertown, NY July 2010 to January 2012

·               Created html email templates, custom buttons, and custom links

·               Created Reports, Dashboards, and Analytic snapshots.

·               Modified Salesforce security models including roles, profiles, sharing rules, workflows and groups.

·               Participated in cross-functional teams addressing strategic business issues.

·               Created workflow rules, and validation rules to support analytics

·               Created custom objects to implement analytic snapshots

STARTEK, Inc. – Collinsville, VA  
January 2010 to July 2010 - Customer Support Representative – AT&T Mobile Contract.

WEB DESIGN CONSULTANT – Alexandria Bay, New York 2007 to 2010
Restaurant and Retail clients.

HIGH SCHOOL MATH INSTRUCTOR – Beaufort County Schools, ACE – Hilton
Head Island, South Carolina; January  2002 to January 2007
Grades 9th through 12th - Algebra, Geometry, Pre-calculus, Statistics and Probability

REAL ESTATE BROKER. Hilton Head Island, South Carolina; June 1995 to
January 2002

FILENET CORPORATION - Costa Mesa, California; June 1994 to June 1995
- Technical Consultant- Reporting to the Customer Service and Support
Manager, Western District

TROY a division of PIERCE COMPANIES - Santa Ana, California; October
1992 to June 1994
- Applications Programmer - Reporting to the Manager of Technical Support
Troy is a leader of high speed impact and desktop laser micr printers.

ANDREW CORPORATION - Torrance, California; May 1990 to 1992
- Technical Support Supervisor III - Reporting to the Manager of Technical Support
Andrew Corporation develops and markets some of the world's finest IBM
connectivity equipment.
GENICOM CORPORATION – Waynesboro, Virginia; 1989 to 1990
Product Engineer – Reporting to Director of Engineering providing product testing.

MEMOREX/TELEX - Raleigh, North Carolina; 1985 to 1990
Product Engineer - Reporting to the Manager of Product Engineering providing Mean-Time-Between Failure testing per military specifications.
Memorex/Telex is major manufacturer of IBM plug-compatible
equipment, including terminals, printers and controllers.
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EDUCATION AND TRAINING
1985 - North Carolina State University: Bachelor of Science in
Electrical Engineering