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Dave R. MBA, CSM, Sr. Business Analyst, 5x Salesforce Certified Consultant - Available for Contract Work
Project Director, CRM Subject Matter Expert, Sr. Business Analyst, Salesforce Consultant. Develop transformation strategies and cloud technology solutions that drive business value. Build trusting and safe environments with client and project team resources, where challenges can be raised without fear, being judged or retribution, with an emphasis on problem solving and win-win scenarios.
- Completed 25+ Salesforce (SFDC) implementations in the last six years. Assess dynamic business challenges, design data models, user interfaces, business logic, and advanced functionality and automation for force.com applications. Hands-on configuration of end-to-end SFDC solutions; Custom Apps, Objects, Tabs, Record Types, Page Layouts, Custom Fields, Workflow Rules and Actions, Approval Processes, Assignment and Validation Rules, and Lightning Flow (Process Builder and Cloud Flow Designer).
- Drive vision and strategy sessions with client Senior Stakeholders to define, scope and plan projects.
- Employ Agile methodologies with technical project teams, mentor business stakeholders through software development activities, and drive QA environment planning and execution.
- Direct cross-functional, geographically dispersed teams through business strategies, solution design, prototyping, configuration, custom development, application integrations, deployment, change management and training.
- Create functional specifications and process flows for new and modified business processes, to drive continuous business process optimization.
- Write complex calculations, conceptualize and design financial reports that are representative of business productivity, such as Key Performance Indicators (KPIs), scorecards and dashboards.
- Former Salesforce Application Team Lead for 85K+ User Salesforce project; led team of 20+ Business Analysts, and Developers through enterprise process transformation, strategy, design and development of Service Cloud Case and Customer Management, Knowledge Management, CTI and Chat for a Retail, Logistics, Government and Financial Services organization.
- Former Subject Matter Expert (Product Owner, Sr. Business Analyst, Salesforce Developer) and Development Team Lead for 1+ year, 8,000-user Salesforce implementation for the United States Department of Agriculture (USDA) Animal Plant Health Inspection Service (APHIS) Emergency Qualification System (EQS) modernization.
- Former Interim Director of Client Delivery for $200B Global Pharmaceutical company; CRM strategy to modernize processes and consolidate IT, for Case and Project Management, Demand Capacity Management, Service Catalog, Reporting and Analytics. Former BA and Developer for Micron Technology global SFDC Sales and Service Cloud redesign and implementation. Former BSA for CA Technologies global SFDC Service Cloud implementation.