Offer Zone

$28

Hourly Consulting Rate

Contact Utsav

Utsav Das

Independent Consultant

Industry Experience

Airlines/Aviation

Broadcast Media

Computer Software/Engineering

Hospital/Health Care

Mental Health Care

Telecommunications

+ 2 More

Location Supported

Worldwide

Languages Supported

Bengali

English

Hindi

Skills

  • Functional consultant
  • Project management
  • CRM

Product Specialization

  • Salesforce CRM

About

Client-focused Business Analyst and Solution Consultant with 6 and half years of experience in providing solutions to SMEs to Enterprise customers within the Salesforce ecosystem. Solid understanding of Salesforce platform, Sales Cloud, Service Cloud, Marketing cloud with strong knowledge of Billing, Telecom Order Management and CPQ domains. Demonstrated professional with strong leadership and relationship-building skills.

Top Project Highlights

Claro US(Unit of America Movil) - Partner Enablement, Salesforce CPQ and Draft Quotation

  • Intake partner lead from website
  • Distribution of partner lead to teams based on information available on the lead data
  • Multi-stage registration process
  • Define multi-level partner hierarchy with PSM at each node
  • Association of one partner entity to more than one master partner entity
  • Association of partner hierarchy in opportunity
  • Shoe and allow different hierarchical relationship available on a partner opportunity
  • Generate quick quote with pre-defined rates and limited edit-ability by profiles.
  • Sharing and distribution of data among partners

HealthEngine

  • Analysing and document business processes.
  • Design solution for their unique need of multi-site quoting, distributed discount throughout account hierarchy, post sales provisioning and usage data processing.
  • Extensive requirement gathering session to address their billing needs
  • Worked very closely with the technical team to design solution on credit note as to fit with both billing and accounting system.
  • Design the logic to catch up billing from the back log upon go live.
  • Coordinating project execution and monitoring its progress with the client as well as developers.
  • Co-ordinating with the development team to ensure the logic to meet client’s need are understood and developed.
  • Confirmed all custom logic through the customer to get a sign off on the design.

OracleCMS

  • Planning and managing implementation of their sales cycle through invoice generation and payment.
  • Document business requirements and issues to design a solution to fit the client’s need.
  • Designed the usage rating process so that usages get billed at the desired rate.
  • Worked with the technical team to build the function as designed and agreed.

Virtuozzo

  • Analysing and documenting the business processes
  • Provide framework and solution to their requirement while migrating from an in-house billing system.
  • Conducted through requirement analysis session to meet their unique need of rating usages and discounts throughout an account hierarchy.
  • Work with the technical team to propose a design to connect their provisioning system with CRM.
  • Conducted through requirement session to document and propose a solution to meet their need of multi-site quoting and billing, that may or may not roll up to master account.
  • Designed solution to meet their unique need to store billed keys under a usage record after billing.
  • Provided multiple solutions as options to choose from to meet their recurring billing need.
  • Set right expectation with the customer on what to expect as the solution to meet their goal.
  • Oversaw test case documentation and did hands-on UAT with the customer
  • Got sign-off on the UAT functions before deployment into production.
  • Weekly status update
  • Regular working sessions to train the users on built functionality
  • Manage project through multiple phases through task prioritizing.

PRSS - (Distribution Division of National Public Radio)

  • Analysing their current process and suggested process improvement
  • Document individual process to get an agreement on the solution
  • Worked closely with the development team to get the solution as desired
  • Through analysis of their requirement to bill sub stations based on revenue and designed solution to meet their goal.
  • Worked with the IT team at NPR to ensure that the desired billing data is derived from their in house quoting tool.
  • Through analysis sessions with the end users and stake holders to understand their need for a billing system and the goals they were trying to achieve.
  • Worked closely with the technical team to provide a solution that best fits their need.
  • Further worked with the customers on a hands-on UAT, training, and delivery.
  • Supervised the post-delivery support for their billing system.
  • Validated the development with requirements to get an agreement before migration.
  • Weekly calls to share the progress of the development and other phases.

Continuant

  • Conducted extensive requirement analysis session to gather business needs and challenges being faced and document them.
  • Played a key role in working and co-ordinating with multiple vendors that were working on the implementation.
  • Providing technical support to cross-functional teams as per the business need
  • Hands on training and F2F sessions with the stake holders to verify the requirements, cross functional points and agreement on delivery.
  • Design solution to meet their need of pricing services based on OEM, contract cancellation, group billing where different set of accounts get their billing done on different days, grouping invoice by partners, integration points with supply chain application, billing based on milestone as the primary ones.
  • Worked closely with the on-site and off-shore team to get the functions built as designed and agreed upon.
  • Hands on UAT training and oversaw test case documentation and got sign-off from the client upon acceptance.
  • On-site lead

Whispir - C2B

  • Install and configure CPQ.
  • Test and document different user scenarios from quoting to billing and payment.
  • Demonstrated and trained users on the system workflow configured to meet their need.
  • Took control of the project in March 2016 to work towards to go-live.
  • Hands-on support to the internal team to run the billing process.
  • Hands-on support to the internal team to run the usage rating.
  • Redesigned a lot of processes giving emphasis on the available configuration option.
  • Provide support for the built function.
  • Manage project through multiple phases through task prioritizing.
  • Hands-on training to sales, order management, and finance team on the usability of the system.
  • On-site lead for go-live.

Avero LLC

  • Document and understand the need of the business.
  • Co-ordinated the requirements internally to ensure the feasibility.
  • Worked with the client towards user stories.
  • Test case documentation on billing and quoting process.
  • Setting expectation on what to expect from built system.
  • Train users to use the built system and data flow based on their needs

DataBricks

  • Requirement gathering and business process analysis of indirect sales.
  • HLD of fitting solution using salesforce sales cloud and partner community.
  • Configuration of community template to include desired tabs.
  • Setting up of data security.
  • Work closely with the developers to address the need for customization.
  • Demonstrate the product to the user group.
  • Training the users on adoption.
  • Post-live support.

RecovHub

  • Define solution to meet the business goals using sales cloud and customer community.
  • Design entity relationship in salesforce within sales cloud.
  • Design end to end solution to meet their business goal of maintaining customer’s subscription data.
  • Built the product catalogue.
  • Work closely with the development team to ensure successful delivery of the need.
  • Quality analysis of the built system.
  • Track bugs and assignment of service tickets to team members.
  • Documentation of the test scenarios

Tamkeen Technologies

  • Define solution to meet the business goals using sales cloud and customer community.
  • Design entity relationship in salesforce within sales cloud.
  • Design end to end solution to meet their business goal of maintaining customer’s subscription data.
  • Built the product catalogue.
  • Work closely with the development team to ensure successful delivery of the need.
  • Quality analysis of the built system.
  • Track bugs and assignment of service tickets to team members.
  • Documentation of the test scenarios

Aljeel

  • Define solution to meet the business goals using sales cloud and customer community.
  • Design entity relationship in salesforce within sales cloud.
  • Design end to end solution to meet their business goal of maintaining customer’s subscription data.
  • Built the product catalogue.
  • Work closely with the development team to ensure successful delivery of the need.
  • Quality analysis of the built system.
  • Track bugs and assignment of service tickets to team members.
  • Documentation of the test scenarios

Flynas

  • Define solution to meet the business goals using sales cloud and customer community.
  • Design entity relationship in salesforce within sales cloud.
  • Design end to end solution to meet their business goal of maintaining customer’s subscription data.
  • Built the product catalogue.
  • Work closely with the development team to ensure successful delivery of the need.
  • Quality analysis of the built system.
  • Track bugs and assignment of service tickets to team members.
  • Documentation of the test scenarios

Employment

Senior Solution Consultant

2019 - Present
    • Client assessment and analysis
    • Process implementation
    • Business workflow analysis/design and implementation
    • Team leadership
    • Translation of business requirement into functionality
    • Plan, track, and follow-up project through multiple phase
    • Document, analyse, validate and communicate business requirements
    • Liaison with clients on an ongoing basis, to maintain and develop the business relationship, ensure satisfaction with services provided, and identify opportunities for further growth.

Senior Consultant

2018 - 2019
    • Identified process inefficiencies through gap analysis.
    • Implemented user acceptance testing with a focus on documenting defects and executing test cases.
    • Managed testing cycles, including test plan creation and co-ordination of user acceptance testing.
    • Mapped process activities to desired outcomes to rectify operational inefficiencies.
    • Reviewed files, records and other documents to obtain information and respond to requests.
    • Implemented client training (business and technical) and supervised functional software integration on client's organisation.
    • Recommended operational improvements based on tracking and analysis.
    • Conducted interviews with key business users to collect information on business processes and user requirements.
    • Documented business processes and analysed procedures to see that they would meet changing business needs.

Implementation Lead

2016 - 2018
    • Identified process inefficiencies through gap analysis.
    • Implemented user acceptance testing with a focus on documenting defects and executing test cases.
    • Managed testing cycles, including test plan creation and co-ordination of user acceptance testing.
    • Mapped process activities to desired outcomes to rectify operational inefficiencies.
    • Reviewed files, records and other documents to obtain information and respond to requests.
    • Implemented client training (business and technical) and supervised functional software integration on client's organisation.
    • Recommended operational improvements based on tracking and analysis.
    • Conducted interviews with key business users to collect information on business processes and user requirements.
    • Documented business processes and analysed procedures to see that they would meet changing business needs.

Business/PreSales Analyst

2014 - 2016
    • Implemented user acceptance testing with a focus on documenting defects and executing test cases.
    • Modified existing software to correct errors and improve performance.
    • Drafted comprehensive reports to document bugs and design flaws.
    • Implemented innovative systems for data collection, storage and management of customer orders.
    • Collaborated with product management to design, build and test systems.
    • Collaborated with developers and performance engineers to enhance supportability and identify performance bottlenecks.
    • Worked directly with clients to achieve desired results.
    • Qualify opportunity from technical prospective.
    • Understand the customer pain points and address their pain point by pitching the right solution for them.

Education

Bachelor Of Technology
2008-2012

Specialization: Electronics and Communications

Certification

Certified Scrum Product Owner
2020-Present

Credential Id: 001072288

Certified Scrum Master
2020-Present

Credential Id: 001072288

Salesforce Certified Administrator
2018-Present

Credential Id: 18383147

Salesforce Certified Platform App Builder
2020-Present

Credential Id: 21337444

Salesforce Certified CPQ Specialist
2019-Present

Credential Id: 20160297

Salesforce Certified Sales Cloud Consultant
2019-Present

Credential Id: 18930843

Salesforce Certified Service Cloud Consultant
2020-Present

Credential Id: 21377299

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