Gary lockman

lockmangary510@gmail.com
Professional Summary
 9+ years of IT experience in the field of Salesforce Business System Analysis working in agile development
with Data Warehouse systems and Process Improvement.
 Supervise and oversaw development, integration and infrastructure projects.
 Knowledge in Salesforce SFA, Force.com Apex Classes, Apex triggers, Integration, Visual force, Force.com
API, SOQL, and SOSL.
 Experience in CPQ (Configure-Price-Quote) End to End Process.
 Implement Quote-to-Cash solution using APTTUS CPQ. Depth understanding of the APTTUS CPQ, APTTUS
CLM data model and functionality.
 Expertise in Enterprise Data model development to support current and future business
 Strong knowledge in creating Use cases, ER diagrams, Sequence diagrams, Class and Object diagrams,
Activity diagrams, collaboration diagrams, state diagrams, Unified Modeling Language (UML) using Visio
and Rational Rose.
 Preparation of user-stories for team estimation activity (grooming), user story decomposition, transfer a
brief description of user-story into more detailed requirements of task for developers
 Have good working knowledge in querying Salesforce database using SOQL SOSL queries using Force.com
Explorer.
 Experience with Salesforce data tools such as Data Loader and Eclipse Force.com IDE for data migration.
 Participated in data mapping related to different claims processing systems and salesforce application.
 Assist the system architects and engineers in developing business infrastructure architecture throughout
the projects SDLC.
 Expert in implementing effective monitoring of IT infrastructure & end-to-end application, environment
setup, Data center consolidation and Disaster recovery procedures.
 Techno-Functional experience with Salesforce Sales cloud and Marketing cloud as system administrator
and guiding clients on CRM solution for sales, marketing and services teams.
 Work on different Salesforce entities like Service Requests, Orders, Quotes, Opportunities, Contacts,
Activities.
 Facilitate the various scrum ceremonies such as Backlog refinement meeting, Sprint Planning Meeting,
Daily Scrum, Sprint Review Meeting and Retrospective meeting and solved the various impediments the
team faced during the sprint cycles efficiently.
 Familiarity with complete Software Development Life Cycle (SDLC), Project Management Life Cycle
(PMLC), Quality Management Processes and Testing Management.
 Experience in SQL Server Programming, Analysis Services and Reporting services […]
 Hands on Experience in Installing, Configuring, Managing, Monitoring and Troubleshooting SQL Server […]
 Design and develop IT solutions at various stages of SDLC process using Informatica platform as ETL -
requirement gathering to development and testing various Enterprise Data Warehouse projects.
 Fluent in a broad range of technologies, including business process tools such as Microsoft Office suite,
MS Project, Excel, Access, and Visio.
 Work extensively in Test Management Tool HP QC, HP ALM and well versed in functional test execution,
writing and maintaining test plan and test cases for various technologies and applications.
 Experience with User Acceptance Testing (UAT) which involves developing test plan, test scenarios,
creating, validating and documenting test cases and testing results, and creating RTM (Requirement
Traceability Matrix)

skills
Databases: Power BI, Crystal Reports, OS Oracle […] SQL Server […] Teradata, Oracle, Sybase, MS Access, UNIX,
Windows XP/NT.
Salesforce Technologies - Apttus CPQ, Salesforce1, Salesforce lighting, Community Cloud, Apex Language,
Classes/Controllers, Apex Triggers SOQL, Visual Force Pages, SOQL, SOSL
Tools: PL/SQL, XML, SQL*Loader, MS DTS, T-SQL, SQL*Plus, SharePoint, SAS, Excel, PowerPoint, Word, Access,
Visio, MS Project.
Languages: Java, Apache, JDBC, PL/SQL, Pro*C, C++, C#
Methodologies: Waterfall, RUP, Agile-SCRUM, SDLC.

BlackRock - New York, NY March 2019 – Present

Salesforce Business System Analyst
Responsibilities:
 Worked as the member of the High Velocity Team provided support for the generation of new business
through.
 Used Velocity Communications includes Sales, Marketing, Service, EPC, CPQ, Contract and Order
Management applications.
 Used Velocity's solutions for the entire customer journey quote to service and claims.
 Created various documents like the Software Requirement Specifications (SRS), Business requirements
document (BRD), Use Case Specifications, Functional Specifications (FSD), Systems Design Specification
(SDS)
 Worked on design, develop and implement solutions for the Apttus CPQ system deployed on the
Salesforce platform.
 The work consists of several new data integrations and customizations are done to B2B Salesforce
 Worked on Salesforce customizations using Apex (classes, triggers and web services) and Visual Force.
 Documented business processes using workflow models (diagrams) and scenarios with Visio and business
process modeling and notation (BPMN).
 Worked with business owners to understand their requirements for Salesforce Marketing Cloud
applications. Provided application support and coordinated with offshore team.
 Monitored automations in Automation Studio and was responsible to enhance the system by
implementing data retention methods.
 Configured Workflows, Approval Processes, Formula fields, Email templates and validation rules to help
automate clients' business processes.
 Effectively communicated between technical, operational and strategy groups. Created many Data
extensions to accommodate custom scenarios.
 Interacted with various business user groups for gathering the requirements
for Salesforce implementation and documented the Business and Software Requirements.
 Worked on various salesforce.com standard objects like Accounts, Contacts, Cases, Opportunities,
Products, Leads, Campaigns, Reports and Dashboards
 Assisted in developing the Test Plan, Test Cases and Test Scenarios, based on business requirements
and technical specifications. Collaborated with the QA team to ensure adequate testing of software by
conducting UAT.

Goldman Sachs - New York, NY Jan 2017 – March 2019

Salesforce Business System Analyst
Responsibilities
 Coordinated among various cross-functional IT teams to develop, enhance and maintain the existing
infrastructure and architecture according to high level business goals.
 Involved in CPQ (Configure, Price& Quote) design and mapped to the Salesforce custom objects and
involved in salesforce Advanced Workflow Approvals.
 Implemented and customized Salesforce customer relationship management (CRM) for Marketing, Sales
and Case Management also implemented sales cloud and service cloud to improve customer retention
and service delivery process improvement.
 Worked on salesforce for providing Quote-to- cash software delivering CPQ, Contract management &
Revenue Management.
 Work on Salesforce SFA, Force.com Apex Classes, Apex triggers, Integration, Visualforce, Force.com API,
SOQL, SOSL.
  Attended Scrums every day and work on Tasks to finish the stories on the board.
 Worked with PM for Optimize and manage the budget for Search Engine Marketing utilizing DoubleClick
Search.
 Identified, planned and implemented new Salesforce features and functions (new screens, workflow,
force.com objects, reports, apex code) in response to business needs in Sales Cloud.
 Involved in Data mapping specifications to create and execute detailed system test plans. The data
mapping specifies what data will be extracted from an internal data warehouse, transformed and sent to
an external entity.
 Created clearly defined and documented user stories with detailed acceptance criteria for development
teams to consume.
 Facilitated workshops between business stakeholders and offshore developers to modify Salesforce
Merchant CRM platform to conform to Best Practices and to improve performance.
 Managed various levels of Projects in accordance with SDLC standards and concurrently following Agile
Scrum Methodologies.
 Applied Unified Modeling Language (UML) methodologies to design Communication Diagram, Use Case
Diagrams, Activity Diagrams, Sequence Diagram and ER diagrams using SAP Power Designer.
 Worked on Product Development process used for designing the application that included making Use
Cases & Use Case Diagrams
 Performed discussions with data modeler to update the data model for new requirements
 Followed System Development Life Cycle (SDLC) methodology for the design, development,
implementation, and testing.
 Generated ad-hoc SQL queries using joins, database connections and transformation rules to fetch data
from legacy DB2 and SQL Server database systems.
 Used JIRA tool to log and track issues and bugs during data migration and testing phases.
 Involved in performing extensive Back-End testing by writing SQL queries and PL/SQL stored procedures
to extract the data from SQL Database.
 Integrated the work tasks with relevant teams for smooth transition from testing to implementation.
 Acted as User Acceptance Testing UAT coordinator and monitored business testing and interfaced with
the development team regarding defect status and fixes on daily basis.

New York State Department of State - Albany, NY April 2015 – Dec 2016
Salesforce Business System Analyst
Responsibilities
 Worked on various salesforce standard objects like Accounts, Contacts, Cases, Opportunities, Products,
Opportunity Line Items, Leads, Campaigns, Reports and Dashboards.
 Involved in CPQ (Configure, Price& Quote) design, mapping to the Salesforce custom objects.
 Collaborate Support system - Routinely audited new job boards, assessed search engine optimization and
identified posting or advertising opportunities in collaboration with sourcing team; partnered with
external vendors.
 Designed and developed Database tables using SQL server, UI's, Webpage designing and developed web
service infrastructure
 Conducted requirement workshops to verify and validate business requirements.
 Converted requirements to Epics, features and user stories to create Product backlog managed, edited
and maintained Product backlog for the Product Owner.
 Used Apex Data Loader mapped data sources and loaded data into Salesforce.
 Prepared the functional design of the salesforce application.
 Was responsible for planning, coordination, implementation, and execution of policies, programs and
activities related to the Data centers and infrastructure deployed in them.
 Prepared Functional Requirement Documents (FRD) and Business Requirement Documents (BRD) after
collecting requirements
 Participated in defect Triage of incidents meeting to analyze user requirements, attended change request
meeting to document changes and implemented procedures to test changes.
  Performed needs assessments and gathered requirements through interviews, questionnaires, prototype,
and etc.
 Authored functional and business documents to support the change request raised by the business users
 Recorded, maintained and updated tasks, goals and assignments in JIRA.
 Used Execution Plan, SQL Server Profiler and Database Engine Tuning Advisor tools to trace the slow
running stored procedures and tried to optimize the queries to improve performance.
 Maintained and enhance data model with changes and furnish with definitions, notes, reference values
and check lists.
 Prepared Data modeling and Data Mapping document for data elements and data cleansing that were
used for Current and New system in MS-Excel.
 Created effective Dashboards in Power BI Service and made the reports user friendly and interactive.
 Used HP ALM (Quality Center) to document Test Cases, and JIRA to log and manage defects
 Performed Root Cause Analysis for certain critical issues before development team acts on the issues
 Performed unit testing on individual product extracts based on delivery schedule and report issues via
JIRA.
 Performed Functional, Integration, System, GUI Reports, UAT, Database Testing.

Connecticut Department of Labor Wethersfield, CT Set 2013 – Mar 2015

Business System Analyst
Responsibilities:
 Worked on various Salesforce standard objects like Accounts, Contacts, Cases, Leads, Campaigns, Reports
and Dashboards.
 Organized the entire project as senior analyst and end to end implementation of entire service cloud
application.
 Analyzed, detailed design of clinical workflows, writing user stories and acceptance criteria, authoring
BRD's
 Integrated the Web Services for extracting the data from external systems to display in the pages of
Salesforce.
 Conducted and participated JAD sessions with the Project managers, Business Analysis Team, Finance and
development teams to gather, analyze and document the Business and reporting requirements.
 Created business process workflow diagrams (Activity Diagrams) using Rational Rose.
 Worked with Model Manager and multiple data marts, involving multiple Subject Areas simultaneously,
domains and naming Standards.
 Defined user stories and acceptance criteria, using Version One, Linked tasks and test cases with the
stories.
 Conducted design discussions and meetings to come out with the appropriate Data Mart at the lowest
level of grain for each of the Dimensions involved.
 Conducted Design reviews with the business analysts and content developers to create a proof of concept
for the reports.
 Prepared documentation for all entities, attributes, data relationships, primary and foreign key structures,
allowed values, codes, business rules, and glossary evolve and change during the project.
 Developed PL/SQL packages, stored procedures, functions, alerts for ensuring the warehouse data
integrity checks and shell scripts to balance the data between source and target tables after each ETL
process
 Explained and guided Front-end Developing team on the database architecture and built objects for
effectively accessing the database.
 Maintain change log and history tables for each data model and solved the production issues by
debugging the code.
 Performed data validation and Unit Testing before handing over the data for production and Quality
Testing.
 Developed strategies with Quality Assurance group to implement Test Cases in Mercury Test Director
for stress testing and UAT (User Acceptance Testing)
Amazon.com - Seattle, WA Jan 2012 – Aug 2013
Business System Analyst
Responsibilities:
 Created the calculations based on the reporting needs and the source data available
 Recognized source systems, their connectivity, related tables and fields and ensure data suitably for
mapping.
 Created User Stories to effectively communicate functional requirements with business leaders and
executives.
 Supported and managed RDBMS and designing SQL Server RDBMS architecture concepts, Usage of System
catalogs on Query Analyzer, Space management including File groups.
 Developed Use Case diagrams, business flow diagrams- Activity/State diagrams and Sequence diagrams so
that developers and other stakeholders can understand the business process.
 Created and maintained a Requirement Traceability Matrix (RTM) to see if all the requirements are being
captured and are being worked on.
 Involved with DBA group to create Best-Fit Physical Data Model from the Logical Data Model using
Forward engineering using Erwin tool.
 Created Data Migration and Cleansing rules for the Integration Architecture (OLTP, ODS, DW).
 Formed data mapping documents between Legacy and User Interface Systems.
 Performed User Acceptance Testing & updated the test scripts & scenarios in JIRA.
 Was responsible for Testing Schemas, Joins, Data types and column values among source systems, Staging
and Data mart.
 Extensively worked on Erwin, ER Studio, SQL Server, Oracle, PL/SQL, Quality Center.
 Support testing team in capturing all test case scenarios based on business requirements, operational flow
and data.
 Created test plans and scripts, facilitated user acceptance testing and tested strategies with developers
and testing team.
 Worked with testing team to performed UAT on the application.

JPMorgan Chase - New York, NY Mar 2010 – Dec 2011

Business System Analyst
Responsibilities:
 Participate in software requirements definition, Webpage designing, system design and accomplish
integration systems.
 Used JIRA for Agile project management, creating product backlog, sprint backlog and bug tracking.
 Facilitated and scribed JAD sessions, user meetings and interviews to extract business requirements
documented using Use Case Modeling, Process Flow diagrams and Wireframe prototypes.
 Managed Sprint backlog list and help identify features for upcoming releases.
 Participated in daily Agile Scrum "Stand-up", Biweekly Sprint Planning and Retrospective Sessions and
updated the team on status of upcoming User Stories.
 Worked with Product owner to review the potentially shippable increment during review meeting and
decided which of the features are done.
 Tracked and maintained user requested enhancements and changes in product backlog.
 Documented business workflows in UML diagrams (State diagrams) and forwarded them to stakeholders
to review.
 Extensively involved in data modeling, data mapping, and also used SQL queries to filter data.
 Performed Data Analysis and Data validation by writing SQL queries
 Prepared test plans, documented test cases, reviewed results of tests, and identified further testing
required.
 Conducted UAT (User Acceptance Testing) to make sure that all the user stories are catered by the
application.
 Conducted training sessions and updated Product backlog upon successful delivery of each sprint.
Education:
Master’s in business Administration (University of Texas at Arlington )

Certification: Salesforce Admin Certified