Katherine M.

Key Projects: • Supported the ongoing management and maintenance of Salesforce.com; delivering over 145 releases in 2018 • Managed a transformational initiative to align National and Market Sales teams; streamlining business process and technology to define a standard selling process across the organization • Lead BA in transformation and migration of Salesforce Classic Users to Lightning for sales teams. • Case management implementation for National Sales Operations, building out a case management solution to support the entire National Sales Team (500+ users) • Sales research implementation for National and Local sales teams, totaling in training, communication and deployment for 3000+ Users • Chatter strategy, roll-out and training for National users (500+); including the implementation of #howtotuesday, chatter groups and executive utilization of “Badges” using Work.com Responsibilities: • Scrum Master for main release enhancements and lightning transition team including product owner, QA and development team members. • Partnered with stakeholders and subject matter experts to fully understand business needs in order to effectively gather and document business requirements • Created models to identify, validate, document and communicate business requirements and organize them into a comprehensive and understandable “to-be” state to ensure that the stakeholder understands both the requirements and the results of changes to the system(s) • Worked with the Architecture and Development teams to answer application and requirements questions and resolve issues related to work assignments • Completed all Salesforce training and release notes See less

Key Projects: • Sales Cloud (Accounts & Contacts) implementation for the entire sales organization (250+ Users) under $2M budget • Defined and designed a change control process for the management of Salesforce releases; deploying +50 user stories • Implemented and managed the Salesforce Center of Excellence, bringing together key leadership roles to address challenges such as minimizing risk, managing complexity and aligning projects to strategic organization goals. • Service Cloud Implementation for sales support (50+ Users) including +10 different case record types • Completion of multiple six sigma workshops including a Kaizen event for franchise assignment process and improved processing time by 20% • Opportunities Management Implementation for the entire sales organization (250+ Users); aligning the sales process for 7 different brands (ARCO, Shell, Exxon, Mobil, Tesoro, USA Gasoline & Rebel) • Salesforce Wave Analytics implementation for executive leadership forecast & pipeline data using Dell Boomi integration connected to SAP HANA Responsibilities: • Communicated directly with various stakeholders to gather requirements needed to implement Salesforce solutions, including identifying and understanding business processes, documenting current and future states, streamlining where possible and managing change and communication approaches. • Managed weekly/monthly/quarterly releases as a Solo Admin • Managed User Acceptance Testing • Completed all Salesforce training, built out content and managed release notes • Owned data management and enforced data governance best practices