Professional Experience
Onboarding - Banking Customers (Contract)
Dec 2023 - Present
United Kingdom
I have been working as Solution Architect for couple of projects including - integrating Dun and Bradstreet. It includes connecting with 3rd party, understanding their side of tech details, knowing our side of requirements and then clubbing both the sides for best solution. Connecting and collaborating with multiple internal and external teams along with Bas & Delivery heads.
The landscape includes ETL, AWS, internal databases. The same data is also referred to by Salesforce based sales team for risk assessment of the customers.
The other project deals with the Salesforce-based process of onboarding merchants. There can be a hierarchy + chain of companies that the customer has. The customer might want to deploy PoS machines or buy other banking products. My responsibilities include -
1. understand landscapes, attend the required workshops along with BA.
2. Driving the impact analysis, Design changes. Draft the design changes in confluence and work for getting it approved from C4E
3. There is a diverse landscape out there. Every small change impact multiple system and multiple users. This makes it utmost important to collaborate with multiple teams and get the change through array of systems to the end user.
4. On the technical side, it involves working on salesforce community, integration, pre-post processing of the data.
CPQ Sales Cloud - Designing & Implementation
May 23- Oct 23
Architect, BA, Dev - Multiple hats, United Kingdom
I was Part of 3 initiatives here, in the role of solution architect -
1. As first project, I am involved in the designing & solutioning of multiple projects one of which includes fit-gap analysis for new business units to be boarded to the platform by understanding the AS-Is process first, connecting with stake-holders and collaborate, bringing multiple teams to an agreement on deliveries of each & streamlining them, defining integration framework in efficient manner using MuleSoft, doing the impact-analysis carefully, understanding the role and impact of peripheral systems like SAP etc., making pricing, invoice generation related changes in the current design, taking ownership of the delivery.
2. Another project goes into logistics segment. This is an integration with logistics app server that helps in the planning of logistical fleets & scheduling, integration with traffic desk systems and automating the manual tasks in the whole process to speed up the overall delivery of goods.
a. This involves the complete fulfillment cycle.
b. Products are of different grades, especially in oil & gas energy. They can be saved in price books. The daily prices come from third party solutions as per market closing rate.
c. Orders can be of different types, spot/ contract orders. Delivery types can also vary. Some customers can pick from your locations whereas in some cases, we deliver it to the customer location. Even if we are delivering, we may have internal/own haulers OR they can be third party. So cost is calculated on all these factors + Currency conversion logics + Taxes + haulers per km rates etc. This all happens in CPQ.
d. Once the order is confirmed (either by credit approval or advance received), it is sent to logistics team where deliveries are scheduled twice/ thrice a day based on driver availability + Tanker availability (not every tanker can deliver every product) + shortest routes etc.
e. Scheduled deliveries are then sent to third party cloud which sends messages to devices loaded on tankers which are referred to by drivers. When driver logs in to devices, they get to see their scheduled deliveries and related details.
f. Once the tanker is loaded, a bill of loading is generated. Many such relevant documents are also generated in the process and sent to SAP. Invoices are generated in SAP which are automatically sent to respective customers.
g. This is the whole CPQ process in nutshell. I have also worked on Lead To Quote Process which is executed prior.
3. In the third project where I am involved in the role of an Architect is – integrating the storage depots with logistics & finance by capturing bill of loading and other details stored on other systems into salesforce as central application and then using that data for further Finance & logistics related operations to derive value.
Customer Onboarding- Lead to Quote & CPQ in Sales Cloud
Dec 2020 – May 2023
TCS (British Petroleum), United Kingdom
This project is focused on establishing the onboarding process for multiple Leads’ channels across multiple regions. Handling data flowing from distributors, Data Modelling, partner community, Integration with SAP for credit checks, Integration with AWS, Customer creation in SAP, Integrations with Offer management tools, Designing & Solutioning; Multiple stake holder collaborations including Design Authority, Sales Teams, AWS team, Mule Team, Salesforce Team, Pardot Team, Marketing Team, C4E Deployment Team, Service Team.
I have worked on the Lead-To-Quote process in this project in detail. Here is a brief-
1. Leads can have many sources. Like – S & P 500, Manual entries, Marketing Tools – (B2B/ B2C) etc.
2. All these sources are to be connected to the sales cloud.
3. Many a times respective sources can have their own OOB connectors to sales cloud, but at times there are limitations. And when you have to connect so many sources to sales cloud, mulesoft like solutions are good.
4. So we get the lead via mule once we have integrated all the source (OR which ever possible).
5. Once the lead is landed to sales cloud, we go through a consent management process.
6. Leads – which don’t make it to orders – can again be nurtured by marketing team and that is where consent management is vital for your pipeline generation.
7. Once sales reps connect with the customer and the customer is happy to roll out a PO, this prospect is converted into customer. This conversion process generally goes through SAP. Once the account/ customer is created into SAP, we are good to create quotes and orders against it.
8. There are lots of checks before we get there – D&B credit score, risk score etc. If all those are cleared, the record goes to SAP.
9. Once the customer is created, now orders can be generated. Price books/ PLM tools are used to maintain the pricing based on currencies, countries, sanction details etc. We can also have a discounting engine + Taxes + Logistics + Currency rate adjustments + market rates + margins are applied which give us the final cost to sale. The sales team can make a bit of adjustments in rate based on scenarios.
10. This is how a pretty much generic Lead to Quote cycle works at high level.
Skillset used for the project includes -
• Comprises designing end to end data & sales process
• Sales Process Flow & Data Modelling
• Credit Check Integration with SAP (Eg. D&B)
• Consent Management
• Integration with SAP with Mule as intermediary tool
• Integrations with AWS using Amazon AppFlows
• Custom Feature development using LWC & Flows
• Leading a team of 8+ Dev, QA
• T-shirt sizing for features
• Designing Sharing Model, Territory Management
Conga Implementation (Sales Cloud)
Jan 2020 – Dec 2020
TCS (British Petroleum), United Kingdom
This project revolves around Conga implementation for multiple regions as per their business use cases. Energy companies had to deal with multiple counter parties & submit documents in specific templated format. This project was basically revolving around creating documents using Conga orchestration as per requirements of different counter parties and managing their data –
• Implementing new Conga Orchestrate rules.
• Case Management
• Task Management
• Apex
• Custom Implementation using LWC
Corporate Learning Application (Custom, Green Field Implementation)
Dec 2018 – Dec 2019
TCS (British Petroleum), India
Comprises implementation & Delivery including -
• Drafting HDD & LDD (High- & Low-Level Design Documents)
• Data Modelling from scratch
• Defining Sharing Model
• Implemented Dynamic Approval Process
• Integration using Platform Events
• Lead the project through different phases like, Estimation, Sprint Planning, Cutover Plan, Hyper Care
• On Time, Defect Free Delivery
• Faculty Management, Task Management, Portfolio Management
Delta Airline – Service Cloud Implementation
May 2017 - Nov 2018
Hexaware Technologies (Delta Airline), India
I got an opportunity to be part of Health Cloud based product development that was being worked upon. The product includes Patient Management portal where in one glance we can see which doctors are monitoring the patient, Nurses and other staff members being allocated the tasks automatically, status being tracked, platforms where even doctors can drop posts and collaborate, Rooms allocated, medicines and the doses.
We were also working on another portal – where relatives of customers can collaborate with the hospital management. Different teams like Finance/ Insurance, other hospital representatives can then respond to it. FAQs being managed with knowledge cloud. I worked on this in the capacity of a developer back then.
• Aura Lightning Components
• Apex
• Sharing Models
• Salesforce Health Cloud
• Salesforce Communities
Lead Dev
Aug 2016 - May 2017
Veritas Technologies LLC, India
This project was on service cloud and I mainly worked on the flight cancellation functionality. This was a new feature to be implemented in salesforce where the service desk wanted to automate the flight cancellation related business flow – What all strings of activities should happen if the flight is cancelled – including customer cases on repayment of ticket costs. I had worked on an Aura lightning component + an integration.
• Aura Lightning Components
• Apex
• Sharing Models
• Defects
Sales – CPQ Implementation for WB
Nov 2015 - Jul 2016
Cognizant Technologies (Warner Brothers ), India
This project was with Warner Brothers. Warner Brothers used to sell products (digital) through combination of Online-Offline stores like Crossword. Our project was around maintaining the Sales Data, coming up with offers on New Year, Diwali and other festivals; making sure what-ever discount models sales teams wanted to apply – they should be able to apply.
I was part of implementation around CPQ, forecasting, territory management for them. This was a typical CPQ process, I had implemented Trigger Factory in this project.
• Implemented Trigger Factory
• Learned CPQ
• Doing Deployments
Module Lead
Dec 2013 - Oct 2015
Persistent Systems Ltd, United Kingdom
This was a project which approves retail loans in 3 minutes! I was part of a retail loan approval product. In this scenario, the sales reps are having desks in most major white goods chains in India – arguably one can say the sales reps are found in every electronic shop. Customers who visit the shop for buying appliances like TV, Fridge, Washing machines can approach the sales reps in the shop & get loans against their purchases in 3 minutes. Now a days major chunk of the consumers buy such electronic items online but when I worked on the project in 2014, there was a considerable foot hold onto retail stores. Bajaj Finserv even issues Cards like Oyster with which one can buy stuff on preapproved loans. Since they did not have the banking license that time, they could not issue credit cards.
Technical Skill sets I used -
• Trigger Factory
• Batches
• Quote Management
• Approval Processes
• Rest based integration.
• Sharing Rules, Roles
• Custom lightning components