Vijaykumar Vaghela

SALESFORCE BUSINESS ANALYST/ SCRUM MASTER

Email : vijaydal40@gmail.com
Contact no : 405-486-9210

PROFESSIONAL SUMMARY
• Over 9+ years of extensive experience as a Salesforce Business Analyst and Scrum Master
in Banking and Finance sector.
• Strong Software Development process knowledge of Waterfall, Agile - SCRUM and RUP
methodologies.
• Experience in writing Business Requirements Documents (BRD), Functional Requirement
Documents (FRD), System Requirement Specifications (SRS), and Non-Functional Requirement
Documents (NFRD), Requirement Traceability Matrix (RTM), Mapping Documents etc.
• Experience in dealing with web services, web technology related application and experience in
infrastructure design changes.
• Expert in Business Process Modeling (BPM) with experience in Data Analysis, Requirement Analysis,
Business Process Design, Object Oriented Analysis, Systems Development
Lifecycle (SDLC), and Quality Assurance (QA).
• Expertise in System Development Life Cycle (SDLC) with understanding of Requirements Gathering,
Analysis, Design, Development, Testing and Maintenance.
• In depth knowledge in the Investment Banking Industry, Mortgage Loan Origination, Loan Servicing,
Brokerage services, Commercial Banking, Retail Banking, Asset Wealth Management, Cash
Management, Capital Market and Credit Risk Fundamentals.
• Experienced in conducting Story Writing, Brainstorming, Joint Application Development
(JAD) and Joint Application Requirement (JAR) sessions with Project sponsors and Development
team.
• Knowledge of full life cycle implementation in building a Data Warehouse
• In-depth knowledge and experience in cost management, time management, risk management, and
integration management.
• Experience in working with Salesforce.com tools like Apex Data Loader, Force.com Excel Connector,
and Force.com Explorer.
• Good experience in software methodologies like Agile/Scrum, Waterfall and RUP.
• Expertise using Rational Unified Process (RUP) Business Processing Model including Inception,
Elaboration, Construction and Transition phase.
• Designed and developed Use Cases, Activity Diagrams, and Sequence Diagrams using Unified
Modeling Language (UML), and MS Visio.
• Experienced in developing Master Test Plan, Test Scenarios, Test Cases and Traceability Matrix.
• Hands on experience in creating SQL Queries, Stored Procedures, Data modeling, Triggers, Views,
Indexes in SQL Server with a strong understanding of data analytics.
• Experience of Eloqua, Pardot and Marketo (Marketing tool) in relation to SFDC for marketing
automation and various other purposes.
• Performed Project Management GAP Analysis, SWOT Analysis, Cost Benefit Analysis, Return on
Investment (ROI) Analysis and documented problems within the system and process.
• Designed and deployed workflows, validation rules, Approval Processes and Auto-Response Rules
for automating business logic with Sales and marketing cloud on salesforce.com
• Created various Reports and Dashboard with to assist managers to better utilize Salesforce cloud.
• Involved in data mapping and migration of data from legacy systems to Salesforce.com Objects and
fields.
• In-depth experience in financial analysis, financial modeling, Research, Accounting, and good
knowledge of Assets, Liabilities, Equities, Fixed Income and Taxation.
• Liaise with business and functional owner during risk engineering and high-level review
sessions to derive and execute action plans, meeting deadlines and standards.
• Organized many Joint Application developments (JAD) and Joint Requirement Planning sessions
(JRP), Interviews, workshops and requirement Elicitation sessions, Rapid Application Development
(RAD) sessions and JAM session with end-user/clients/stake holders and the development group.
• Experienced in Risk Analysis, Disaster Recovery Planning, Testing and Project Planning.
• Experienced in writing Test Plans and executing Test Cases
• A team player with strong interpersonal and communication proficiency.
• Well-versed with oral and written communications, interpersonal, negotiation, judgment, decision-
making, analytical skills, analysis and problem-solving skills.
• Ability to Adapt and learn New Tools, Techniques and Approaches.
• Highly spirited professional, quick learner, motivated, well organized, and can handle mentoring.
• Expert in MS Office Products such as Word, Excel, Project, Power Point, Access, Visio.
• Experienced in Risk Analysis, Disaster Recovery Planning, Testing and Project Planning.
• Ability to Adapt and learn New Tools, Techniques and Approaches.
• Excellent written & verbal communication skill along with leadership qualities.

TECHNICAL SKILLS
SDLC Methodologies Waterfall, Waterfall Scrum Hybrid, Scrum, Agile-Scrum, Agile
Business Skills Change Management, Impact Analysis, Risk Analysis, Cost-Benefit Analysis,
ROI Analysis, JAD Sessions, and SWOT analysis, Valuation and Pricing,
Budgeting.
Change Rational Clear Quest, Rational Clear Case
Management Tools
Business Modeling MS Visio, Mock Ups, Wire Frames, ER Diagram, Oracle EBS
Tools
Management Tools Rational Rose, Requisite Pro, Clear Quest, Clear Case, SAP BO
Testing Tools HP QC v10.0, HP ALM, Ranorex, Test Studio
Databases MySQL, Oracle, MS Access
Languages XML, SQL, PL/SQL
Operating Systems Windows XP/10, Linux, Mac OS

PROFESSIONAL EXPERIENCE
Client: First National Bank-Paragould, AR Sep 2018 to Till Date
Role: Salesforce Business Analyst/Scrum Master
First National Bank provides personal, business, and commercial banking products and services. The
company’s deposit products include checking and savings accounts, money market accounts, certificates
of deposit, and individual retirement accounts. Its lending portfolio comprises mortgage loans, home
equity loans, home equity line of credit, personal loans, and credit cards; and prepaid and cash services,
as well as gift cards.
Responsibilities:
• Interviewed Subject Matter Experts and performed extensive Document Reviews to develop a
thorough understanding of business processes and analyzed the supply chain to aid Business
Processes Improvement (BPI).
• Helped PO and PM in ROI Analysis and SWOT analysis in order to be prepared for potential business
and technical risks to the system.
• Oversee the sales funnel from when a lead enters Marketo to when it becomes an opportunity in
Salesforce, the CRM tool.
• Data troubleshooting between Marketo & SFDC instances.
• Worked on BRD and SD documents on Steel Brick CPQ Business Analyst
• Technical knowledge about Salesforce lightning, Lightning Components, Lightning connect lightning
Design System.
• Identified Business Rules for credit line approval by conducting extensive one-to one interview with
Subject Matter Experts (SMEs) and by analyzing the Business Documents.
• Experienced working with Salesforce CPQ (Quote/Order/Contract/Renewals)
• Led high level requirement gathering activities involving elicitation practices like JAD Sessions, Focus
Groups, One-to-one Interviews, and Document Analysis.
• Analyzed, modified and documented functional and non - functional requirements. Identified
project requirements, processes and data dependencies.
• Reviewed and analyzed Business Requirement Document (BRD/HLD) and helped transforming them
into user stories.
• Exposure to Salesforce1 and Lighting components and working experience on the Salesforce App
Cloud in designing the enterprise apps with the new Lightning Experience which combines the new
Lightning App Builder and Lightning Components .
• Salesforce CPQ Configure bundles (features, options, option constraints, configuration attributes ),
product rules, price rules, discount schedules, pricing, contracted prices, quote templates, quote
processes, and custom actions
• Developed Assignment rules to automatically redirect leads to Salesforce and assign leads to
different users and queues according to the requirements.
• Extraction, evaluation, interpretation and analysis of data to produce reports such as monthly
forecast reports, quarterly and annual budgets, SKU tracking reports, Point of Sale (POS) data,
profitability reports, sales forecasts report, cost of refurbishing analysis, customer profitability
analysis, price mix analysis, Product Category P&L analysis, cost to serve or contribution margin
analysis. Solid knowledge of ERP software usage.
• Prepared and analyzed UML diagrams like Process Diagrams, Sequence Diagrams and Activity
Diagrams using MS Visio to analyze and design structure, behavior and interactions in the system
design.
• Created Mock-Up Screens and Wireframes using UI components such as Radio Buttons, Data-Entry
Fields, Check Boxes, Drop-Down Lists to retrieve data for Client-Side Verification and GUI
• Facilitated Scrum Workshops to familiarize the team with Scrum as a concept and process skeleton.
Also, conducted User Story Writing Workshops for the stakeholders not proficient in the art.
• Helped product owner determine Acceptance Criteria for Potentially Shippable Product Increment
(PSPI).
• Assisted the product owner in prioritizing and estimating Product Backlog Items (PBIs) to pick Sprint
tasks by incorporating suggestions from cross-functional IT team.
• Performed APP Exchange Integration of CPQ to configure and ensure the pricing & quoting accuracy
• Conducted JAD sessions to allow different stakeholders to communicate their perspectives with
each other, resolve any issues and come to an agreement quickly.
• Implemented Marketo in detail for setup for users in such a way that campaigns help users to
evaluate each marketing activity.
• Worked on SFDC Sales Cloud, Service Cloud to enhance and track CRM capabilities.
• Visualization of data over multiple channels such as Web and Mobile using SFDC Wave.
• Installed and configured Marketo AppExchange app to automate and measure demand generation
campaigns that generate more high-quality leads.
• User Preferences page and Marketo program design and implementation and Followed agile and
waterfall SDLC methodologies for project execution.
• Assisted creation of Test Cases, Test Plans and Test Scenarios, and created Requirements
Traceability Matrix. Conducted User Acceptance Training (UAT) and actively participated and
facilitated testing of the system during Smoke Testing, Black Box Testing and Regression Testing.
• Conducting classes, and creating documentation to train business analyst on improving business
communication.
• Acting as a mentor to create and advance communication channels through the organization.
Environment: Agile-Scrum, Wireframes, Salesforce.com,CPQ,Apttus CPQ, MS Office, MS SharePoint, MS
Visio, Balsamiq, MS Project, JIRA, HP ALM, MS SQL Server, SSIS, ASP.NET, C#.NET, Visual Studio.

Client: Sun Life Financial- Boston, MA Jan 2017 to Aug 2018

Role: Senior Business Analyst/Scrum Master
Sun Life Financial is Consumer Loan Services with selected vendors which utilize a proprietary loan
origination system specifically designed to function as a customized program for multiple clients. This is
a web-based platform that uses the latest technologies to support multiple platforms and numerous
delivery channel options. It was a financial service/call center, where we act as back office for the clients
(i.e. Banks and Credit Unions). This was a client-server and Web based applications.
Responsibilities:
• Worked with Requirement Gathering Team and produced Initial Requirement Data to produce User
Interface and Business Process Requirements functional requirement, business rules & complex
security requirements.
• Designed the business requirement collection approach based on the project scope and System
Lifecycle Methodology, documented the same in Business Requirement Document (BRD).
• Interacted with the Development team to help write technical specifications to describe Functional
Requirement Documents (FRD)
• Experience in configuration, Implementation, and Support of Salesforce CRM, and Salesforce
applications based on Apex Language and leveraging Force.com Platform -- world's first commercial
Software as a Service (SAAS) application running in Cloud Computing Environment.
• Build CPQ Quoting & Product configuration, pricing for Fortinet. Customer has a large family of
product with many dependent components and were adding product at individual SKU level.
• Hands on experience in creating JIRA
• Served as a liaison between mortgage specialists and the project team.
• Employed Waterfall Methodology to conduct the system development.
• Utilized Crystal Reports and other reporting tools.
• Worked with Managed packages from APTTUS CPQ and involved in integrating APTTUS business
logic with current system, generated the quotation word document from the Salesforce.com by
using the feature of Apttus.
• Involved in designing and development of SFA based Application on Force.com Platform in
Salesforce.com environment.
• Used Apttus CPQ to configure price and quotes for the organization based on regional prices,
managed CPQ process from both SFDC opportunity and Excel.
• Experience in Customizing Apttus CPQ for the Sales Operations, Experience in designing and
implemented Apttus and Oracle solutions for Nimble and improving overall performance of quote to
cash cycle and Interacted with business teams for requirements .
• Communicated the power of the Community Cloud to stakeholders and defining Salesforce lighting
components to replace visual force pages.
• Planned and defined the system requirements to Narrative Use Cases and Use Case Scenarios using
the UML methodologies. Created Use Case Diagrams Activity Diagrams, Flow Diagrams in MS Visio
• Assisted Quality Assurance Team in documenting and analyzing their current process and then made
recommendations for improvements in their functional areas.
• Working with SQL to extract validation of data
• Documented business workflows textually as well as in UML diagrams according to RUP for the
stakeholder review.
• Managed all aspects of reinsurance systems implementations including discussing changes with
developers and coordinating with reinsurance group
• Provided support to create new users, deactivate users, modify security and sharing settings for
users also with Apttus CPQ to oversee design, estimating, citing, rebates, motivating forces, and
recommendations on any gadget
• I configured product and pricing setup using CPQ/Product consoles which include price ramps, Price
Matrix, Price Rulesets, price list items, tiered pricing and asset pricing, worked on the formalization
of CPQ for rules and pricing, which allows sales to deliver quotes quickly.
• Implemented Quote-to-Cash solution using APTTUS CPQ with complex functionalities for business
logic. User Management, Marketing Content Management, with knowledge of the Apttus CPQ,
Involved in CPQ (Configure, Price& Quote) design and mapped to the Salesforce custom objects and
involved in Apttus Advanced Workflow Approvals.
• Managed updates to the borrower list that included all information about customers, and helped
create tables in Enterprise Data Warehouse EDW to categorize them by various demographic
aspects accordingly.
• Facilitated and managed meeting sessions with committee of SME's from various Business areas
• Developed project document templates, feedback loops, and project bible throughout the project
lifecycle based on Waterfall methodology.
Environment: Agile, MS Office (MS Word, MS Excel, MS PowerPoint, MS Visio), MS Project, Wireframes,
Mock-Up Screens, MSSQL Server, UML, Salesforce.com, UAT testing, MS SharePoint.

Client: Fulton Bank-Square Lancaster, PA Apr 2015 to Dec 2016

Role: Business Analyst/Scrum Master
The project was driven towards enhancing the system for easy and early adoption of risk-based
approaches, following effective customer due diligence procedures. We integrated the bank’s legacy silo
systems like KYC monitoring system, account maintenance system (debit/credit), transaction/fraud
monitoring, credit limit monitoring system, NPA monitoring/ delinquency management system, cross-
selling portals (mutual funds, IRAs), alert management and regulatory reporting to create an integrated
AML case manager.
Responsibilities:
• Analyzed and reviewed the gathered requirements and assisted the team to document the Business
Requirements Document (BRD) and Functional Specification Document (FSD).
• Analyzed and managed changes to ensure that they are in line with Scope.
• Created and maintained clear and concise Functional Specifications, and Process Flow diagrams.
• Engaged with Business/Project Sponsors to clarify Business Requirements
• Worked with Business Team to secure Sign-off on Functional Specifications.
• Analyzed the requirements using MS Visio and also created BRD and FRD by interacting with the IT
personnel and business users.
• Defined use cases for group, claims and Enrollment process, required for suspect management.
• Determination of the tools and methods for the evaluation of effectiveness of business process
change.
• Handled Change Management effectively and adapted to fluctuating business requirements.
• Created UML diagrams like Use Case Diagrams and Activity Diagram as well as created Graphical
User Interface (GUI) using MS Visio to provide the Prototype to assist the development team.
• Conducted Joint Application Development - JAD Sessions
• Worked closely with Integration to ensure clear definitions from other applications.
• Liaised with Business, Architecture, Development, and QA team to ensure that system/
development/ testing matched the Functional Requirement Document (FRD).
• Timely tracked progress and reported it to Stakeholders and Project Manager.
• Created Mapping Document and User Guide to ensure smooth transition and deployment of the
system.
• Involved in implementing deployment like authoring the user training schedules and conducted user
training.
Environment: Gap Analysis, Windows, Salesforce.com, Process flow, BRD, FSD, TSD, Microsoft Visio, MS
Project, MS Excel, MS Word, RTM, UML, Project Plan, MS Project, User Manual, JAD, QA testing

Client: Valley National Bank-Wayne, NJ Jan 2014 to Mar 2015

Role: Business Analyst
The project was to create a better user interface platform for web-based trading of securities and fund
transfers for managed accounts. The platforms also allowed traders to set up auto negotiation rules
based on client tiering. The enhancement was needed to implement Calypso as an integrated trading
platform to used derivatives in order to provide better service and cost savings. The project also involved
understanding and documenting the complete Trade Life Cycle and making STP (straight through
processing) of trades
Responsibilities:
• Worked on improving Retail Banking Operations such as opening account, online banking,
investment management, and order management using Agile Scrum methodology.
• Conducted Risk Analysis such as VaR and Standard Deviation for different financial products.
• Worked with Customer Service Staffs to gather business requirements, map detailed current
processes, identified gaps and failure points, and developed Functional Requirements.
• Created the BRDs, FRDs, Non-Functional Requirements, Use Cases and Activity Diagrams.
• Prepared business rules, quality attributes constraints documents and Change Control Docs.
• Facilitated JAD sessions to allow business users to communicate their perspectives, researched
production system issues, resolved user problems and came to an agreement quickly.
• Prepared High-Level Logical Data Models and BRDs (Business Requirement Documents) supporting
documents containing the essential business elements, detailed
• Partner with various teams in sales, service, operations and accounting (Revenue Operations,
Accounts Payable, Accounts Receivable, and Financial Planning &Analysis) to support finance
applications portfolio.
• Expertise in implementing RUP (Rational Unified Processes), Agile and SCRUM Methodology by
analyzing requirement specifications and responsible for developing Test Objective, strategies,
Scope, Test procedures and Test Matrices.
• Involved in advising best practices, recommending process improvements and implementing system
changes.
• Developed SQL queries for reporting needs.
• Proficient in defect management using JIRA.
• Conducted review meetings with team and SMEs to gather the modification requests and to
upgrade the business specifications for the product.
• Assisted in creating Test Plan and Test Cases, participated in UAT, and supported QAs with
Regression testing and manual testing.
• Conducted training sessions for the end users along with the necessary documentation.
• Created Work Breakdown Structure and assisted with project management plan, scheduled
meetings with developers to collaborate resource allocation and project completion.
Environment:  Agile Scrum, MS Office, Access, Visio, Project, SharePoint, Visual Basic, MS SQL Server,
Rational Rose, Requisite Pro, Clear Quest, Clear Case, Oracle, HP Quality Center, Rational Requirements
Composer, PeopleSoft, Adobe Captivate

Client: Fidelity Investments- Boston, MA  Oct 2011 to Oct 2013

Role: Business Analyst
This project is to establish Identity & Access Management (IAM) environment to support the user
administration of Fidelity Investment. Execution of this project will provide the basis for an automated
identity provisioning process and support the security requirements for managing the access to Fidelity
systems. This project involved interacting with various business stakeholders such as senior executives,
account managers, development teams as well as QA and database security analysts as the project dealt
with security and privacy of customer information.
Responsibilities:
• Conducted GAP analysis to understand the requirements
• Gathered business requirements by conducting detailed interviews with business users,
stakeholders, and Subject Matter Experts SME’s. Defined the scope of the project, financial
projections and Cost/benefit analysis.
• Implemented the entire Rational Unified Process RUP methodology of application development with
its various workflows, artifacts and activities.
• Conducted JAD sessions with management, SME, vendors, users and other stakeholders for open
and pending issues.
• Prepared Business Requirement Document BRD and then converted Business requirements into
Functional Requirements Specification.
• Conducted GAP analysis to understand the shortcomings of the existing system and evaluated the
benefits of the new system.
• Extensively used Rational Requisite Pro to gather and manage requirements. Created and managed
project templates, use case templates, requirement types and tractability matrix in Requisite Pro.
• Identified and developed Use Cases from the requirements. Followed the UML methodology to
Create UML Diagrams including Use Cases Diagrams, Activity Diagrams, ER Diagrams using Rational
Rose and MS Visio and thus defining the Business Process Model and Data Process Model.
• Scheduled meetings with developers, system analyst and testers to collaborate resource allocation
and project completion using MS Project.
• Functioned as the primary liaison between the business line, operations, and the technical areas
throughout the project cycle.
• Monitored version control and defect tracking activities using Rational Clear Case and Rational Clear
Quest.
• Extensively involved in writing test cases and test plans and reporting bugs using Test Director.
• Performed User Acceptance Testing UAT.
 Environment: Rational Rose, Rational Requisite Pro, UML, RUP, MS Office MS Word, MS Excel, MS
PowerPoint, MS Visio, Visual Basic, Win Runner, Test Director, Windows 2000, Java, J2EE, Oracle 9i.

EDUCATION
Post-Graduation in Computer Application from Gujarat University, Ahmedabad- India 2010.