LATHA PURUSHOTHAMAN
Fremont
Summary
Results-oriented Digital Workflow & CRM Consultant with strong experience in DocuSign configuration, PDF-to-template migration, and enterprise form automation, along with a solid background in Oracle Siebel CRM and Salesforce.
- Experience converting business forms into structured digital workflows with accurate field mapping, validation, and usability considerations
- 6+ years of hands-on experience with Siebel CRM modules: Field Service, Call Center, Public Sector, and Marketing
- Expertise in workflow design, Open UI customization, and business process automation
- Proficient in Salesforce Service Cloud and Administration (Certified)
- Experience contributing to CRM product development and building scalable application features
- Developed end-to-end test automation suites using Robot Framework, Python, and Selenium integrated with Jenkins
- Strong focus on accuracy, validation, and QA for form-based and workflow-driven systems
- Effective communication, collaboration, and ability to work independently in cross-functional environments
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Software Engineer
Optikpi Oy
03.2024 - Current
- Contributing to product development of OptiKPI CRM, a marketing automation and engagement platform
- Designed and supported workflow-driven features, including structured input forms and configuration interfaces
- Implemented form validation logic and field-level behaviors aligned with business rules
- Collaborated with product and design teams to ensure accurate and user-friendly data capture workflows
- Developed automated test cases using Robot Framework, Python, and Selenium
- Integrated test automation with Jenkins CI/CD pipelines for continuous validation and reporting
Senior CRM Consultant
Sofigate Oy
01.2018 - 12.2023
- Led development of workflow-driven CRM solutions using Oracle Siebel
- Designed and configured business workflows, structured forms, and validation logic for enterprise applications
- Implemented conditional logic and multi-step workflow processes aligned with business requirements
- Collaborated with stakeholders to translate requirements into form-based digital solutions
- Delivered production support and enhancements for large-scale CRM environments
- Developed automated test cases using Robot Framework, improving quality and reliability
DocuSign & Digital Forms Work:
- Configured DocuSign fields including text, date, signature, checkbox, and dropdown fields with validation and required controls
- Designed recipient routing workflows for multi-party signing scenarios (e.g., Landlord, Tenant, Approver roles)
- Implemented **conditional logic** to dynamically show/hide fields based on user input and business rules
Senior Technology Consultant
Roger Studio Oy
01.2014 - 12.2017
- Developed and supported Siebel CRM Field Service applications
- Customized UI components and form-based interfaces for improved usability
- Automated regression testing using Robot Framework and Jenkins
- Built reusable automation components and testing frameworks
CRM Consultant
Roger Studio Oy
01.2011 - 12.2014
- Configured and customized Siebel workflows and form-driven processes
- Delivered multilingual support for enterprise CRM systems
- Developed features supporting field service operations and structured workflows
Software Developer
Air Dice Oy
01.2010 - 12.2011
- Supported application development and QA/testing activities
- Assisted in ensuring functionality and usability of software features
Education
Master of Computer Applications -
IGNOU
01-2005
Bachelor of Science - Computer Science
University of Madras
01-2001
Skills
- DocuSign & Digital Forms: DocuSign (Template Configuration, Routing, Conditional Logic), PDF-to-Digital Form Conversion, Workflow Automation, Form Validation & QA
- CRM Technologies: Oracle Siebel CRM (v80, 8114, 16, 19), Siebel Open UI, Task UI, Handheld, Oracle Policy Automation
- Salesforce: Administration, Service Cloud, Sales Cloud, Field Service
- Programming & Web Technologies: JavaScript (jQuery, AngularJS, Nodejs), HTML, CSS
- Test Automation & QA: Robot Framework, Selenium, Jasmine
- DevOps & Tools: Jenkins, Git
- High attention to detail in form configuration and data accuracy
- Strong understanding of business workflows and approval processes
- Ability to manage multiple form migration tasks with deadlines
- Expertise in testing, validation, and QA of digital forms
- Effective communication and stakeholder collaboration
Certification
- Salesforce Certified Administrator - 2019
- Salesforce Certified Service Cloud Consultant - 2023
Timeline
Senior Software Engineer
Optikpi Oy
03.2024 - Current
Senior CRM Consultant
Sofigate Oy
01.2018 - 12.2023
Senior Technology Consultant
Roger Studio Oy
01.2014 - 12.2017
CRM Consultant
Roger Studio Oy
01.2011 - 12.2014
Software Developer
Air Dice Oy
01.2010 - 12.2011
Bachelor of Science - Computer Science
University of Madras
Master of Computer Applications -
IGNOU