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Punit C

609-275-8384*9314
Amjath.khan@take-es.com
PROFILE
A Certified CBAP and Salesforce Administrator (ADM201) with overall 9+ years of business analyst
and consulting experience in implementations, operations, project management, and product
management including strong experience in Salesforce.com (SFDC). A results-oriented and self-motivated
individual able to excel in fast paced, team-centric environment Seeking a position with strong growth and
advancement opportunities where skills in resource adaptation, business and technology integration, and
interpersonal communication will be fully utilized.
PROFFESIONAL SUMMARY

Experienced in working with clients to map out their existing Business Processes and providing systembased solutions that increase efficiency and reduce operating costs.
Experienced in Scoping Phase, Gap Analysis, Testing, and Implementation Phase.
Strong Requirements gathering experience using JAD Sessions & Conducting User Interviews, and
preparing functional documents like Use Cases, Software Requirements Specifications (SRS).
Extensively exposed to creating objects, fields, record types, workflows, approval processes, Assignment
rules, validation rules, Email services, data migration activities, custom fields and other standard
functionality.
Created page layouts, search layouts to organize fields, custom links, related lists, and other components on
a record detail and edit pages.
Implemented pick lists, dependent pick lists, lookups, junction objects, master detail relationships,
validation and formula fields to the custom objects.
Possess comprehensive understanding of CRM business processes like Campaign Management, Lead
Management, Account Management, Case Management, Quote, Forecasting, and Call Center.
Extensive knowledge of Salesforce.com implementation cycle in Sales, Marketing, Service and support
modules.
Skilled in customizing standard objects like Accounts, Contacts, Opportunities, Products, Price books,
Cases, Leads, Campaigns as per clients need.
Experience in data migration from Excel and Legacy Systems using Data Loader, Import Wizard,
Informatica Data Loader.
Expert in generating and analyzing custom reports and dashboard for management and various business
unit personnel to provide detail information on key performance indicators.
Developed process enhancements through automations including Workflow, Approval Processes.
Experience in SalesForce Testing and Administration spanning all facets of package software and SaaS
application implementation.
Strong knowledge & experience working in teams implementing Agile Methodologies.
Familiarity with Functional knowledge in developing Apex Classes, Triggers and writing Workflows,
approval process, validation rules and Auto response.
Excellent communication, analytical, interpersonal, and presentation skills.

EXPERIENCE
Client: Advanced Health Media, New Providence, NJ

Jan16 Present

Role: Senior SFDC Business Analyst and Implementation Consultant


Part of Centris (Salesforce Product) implementations for two pharma giant (AbbVie and Sanofi China) working on
configuring and preparing business requirement

Interfacing with business stakeholders of different business units to understand the As Is process and map it
to Organization Vision and Goal for system and process consolidation and optimization.
Preparing Configuration Specification Document and business rules for different marketing campaigns and
Interactions
Creating user stories, use case documents, business process models, use case diagrams, process flow
diagrams and activity diagrams
Configuring and customizing salesforce application environment as per the business need by means of
creating custom object, modifying standard objects, creating workflow and validation rules, etc.
Carrying out Salesforce administration activities such as user Management, Profile and Permission Set
Management, Code Migration through Change Set, Sandbox Refresh and etc.
Single point of contact for all communications between the customer, vendors and internal team
Working with QA team to design test plan and test cases for User Acceptance Testing (UAT)
Managing offshore team to ensure all milestones are achieved within the agreed timeframes by
coordinating work plans between offshore team and client

The two implementations worked on are AbbVie and Sanofi China


Client: LOral, Berkeley Heights, NJ

May15 Dec15

Role: Senior SFDC Business Analyst and Administrator


Worked on multiple LOral USAs Salesforce.com Project focused on Sales Cloud.

Interacted with various business team members to gather the requirements and documented the
requirements.
Analyzed the Scope of the Requirements, and managed requirements to avoid Scope Creep.
Participated in Requirement Gathering Sessions & JAD Sessions.
In charge of conducting the UAT with the Business users, and gathering feedback and providing the same
to the Development team.
Reviewing the test cases provided by the QA team, and providing feedback.
Created user Roles and Profiles and sharing settings.
Used field level security along with page layouts to manage access to certain fields.
Designed and deployed Custom tabs, Validation rules, and Auto-Response Rules for automating business
logic.
Designed enterprise integration of Salesforce.com with core Master and Transactional data systems, like
POS and sales data provided by Retail Partners.
Management of team for development of Mobile Apps leveraging Salesforce.com Digital Sales Aid and
Mobile SDK Platforms.
Understanding the requirements from business and implementing on salesforce platform both functionally
and technically.
Had worked on configuration setting up of Workflows and Approval Process.
Data Mapping and Data Loading into SFDC using Data Loader.
Modified page layouts for Salesforce.com standard and custom objects.
Responsible for performing administrative functions in Sales Force CRM such as create/modify pick lists,
custom fields and lookup fields.
Configured users' roles, permissions and profiles as per business requirement.
Created various Reports and Report folders to assist managers to better utilize Salesforce as a sales tool and
configured various Reports for different user profiles based on the needs of the organization.
Created custom Dashboards for managers home page and gave accessibility to dashboards for authorized
people.

Conducted GAP Analysis and enhanced business process by integration


Worked on Agile and Scrum Methodology for Salesforce custom app implementation.
Created new custom objects, assigned fields, designed page layouts, custom tabs, components, custom
reports
Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation and formula
fields to the custom objects.

Client: UBS, Stamford, CT

April12 April15

Role: CRM Consultant & Business Analyst


Worked as management consultant and analyst in CRM space for optimization of IT portfolio. The total application
count was 130+ and was asked to decom and /or migrate to new technologies in the market my key responsibilities
were:

Interacting with the head of business users to gather Data Archival requirements like Retention Period,
Legal Hold, Report Layouts, Deletions policies etc.
Pre-decommissioning assessment of application portfolio
Requirement gathering for application decommissioning candidates
Business Case preparation for the Decom candidates with details on drivers for decommissioning, key risks
and challenges, key Assumptions, FTE Savings, Infrastructure savings, Decommission Efforts, Archival
Efforts etc.
Preparing roadmap plan for CRM decommissioning and migrating to new platform.
Preparing BRD for the execution team, helping in decommissioning execution.
Preparing Project plan for Due Diligence, conducting deep dive sessions with Cluster Heads.
Discussion with business heads of various BUs to understand their existing SOPs, Work instructions, job
Aids and gathering information about key pain areas, additional requirements.
Mapping existing SOPs of various BUs with remedys standard process
Identifying gaps and new requirements to come up with standard SOPs
Creation of user roles and profile definition for various CRM processes.

Client: Pfizer Belgium, Italy & Groton, USA

April10 Mar12

Business System Analyst

Worked on analysis and consulting assignment for Pfizer across location in Europe.
Was part of Business Process Transformation which included analyzing process and procedure to rebuild /
merge process flows with a focus on eliminating existing process flaw / gaps.
Involved in Application Portfolio Optimization activity which involved in As-Is assessment of application
and analyzing the consolidation and integration opportunities due to a series of M&A.
Performed critical analysis based on the Project Profitability report which included Margin Analysis,
resource cost analysis and resource utilization analysis (On-Off)

Was actively involved in analysis of Project tracking which give in depth details on resource utilization,
revenue reconciliation and invoice tracking for zero revenue leakage
Pro-actively involved in getting the process streamlined for resource tracking, timesheet tracking, invoice
submission, vendor/partner/contractor payment.
Worked closely with sales teams in business development pursuits and worked on opportunity
management, lead generation and submitting proposals based on industry and competitor analysis.
Client: LBG (Lloyds Banking Group) - London
June07 Mar10
Business Analyst:
LBG is a division of Lloyds group that offers insurance to sell to customers and maintain the contracts with
customers.

Helped in engagement level strategic initiatives involving supply & demand planning activities of resource
Worked on SDLC which required requirement gathering and analysis of project cost and estimations
Managed the engagement level meetings, project control, operational review, plenary meeting
Managed the repository (MI shared folder & shared point)
Brought in the process improvement initiatives.
Collated documents for audit purpose
Understanding the requirements from customer.
Daily issues are discussed with Offshore coordinator
Approval Process setup and Configuration.
Configured users' roles, permissions and profiles as per business requirement.
Created Reports & Dashboards.

CERTIFICATIONS

Certified Salesforce Administrator (ADM 201)


Management Consulting Course Certification from CMC(Canadian Association of Management
Consultants),Canada
Six Sigma Green Belt Certification
Lean Management Certification
Business English Certification from British Council and Cambridge University

EDUCATION

Smot School of Business, Post Graduate Program in Management (MBA), Specializing in Operations

MNM Jain Engineering College, Anna University, Bachelor of Engineering, Specializing in Electronics and
Communication

TECHNICAL SKILLS

Operating Systems
: Windows 2000 Prof, XP, 7 and windows 2008 Server
Programming Languages : C, C++, Java
RDBMS
: Oracle
Salesforce Tools : Eclipse, Apex Data Loader, Force.com Platform (Sandbox and Production).
Salesforce Technologies : SFDC CRM, Apex Language, Apex Classes, Apex Triggers, SOQL, Visual
Force Pages, Workflow & Approvals, Dashboards, Custom Objects.

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