Summary
Overview
Work History
Education
Skills
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Certification
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Liz Hall

San Diego,CA

Summary

Ms. Hall is a managing consultant in the Data & Technology Transformation practice of IBM’s Global Business Services. Her experience spans multiple industries and multiple technical implementations. She has experience in project management, strategic planning, workflow design, and process improvement, consistently delivering results that drive efficiency and reduce costs. She has continuously worked to align client’s business needs with technical solutions that drive innovation and improve business functionality. She is known for successfully partnering with cross-functional teams to streamline business operations, resulting in improved performance metrics.

Ms. Hall has served in a variety of roles that straddle the line between business, all to optimize operational processes and implement effective business solutions. Ms. Hall has extensive experience in partnering with clients and serving as a trusted advisor in developing and configuring system solutions that address business needs and deliver high value. She has a proven track record in business process improvement, strategy development, and delivering impactful solutions that drive operational efficiency and enhance profitability.

She is eager to tackle new opportunities and challenges that will help her continue expanding her knowledge and technical skills to deliver exceptional value to her clients and coworkers.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Managing Consultant

IBM
, United States
07.2017 - Current
  • Company Overview: IBM’s Global Business Services, Data & Technology Transformation practice
  • Ms
  • Hall works in the commercial sector in the Data & Technology Transformation practice of IBM’s Global Business Services
  • She has extensive experience working with clients, managing project schedules and requirements, directing and managing other consultants, and delivering exceptional project implementation work through driving business value
  • IBM’s Global Business Services, Data & Technology Transformation practice

Records and Data Strategy Analyst

United States Federal Agency
, United States
01.2024 - 08.2024
  • Ms
  • Hall served as a records and data strategy analyst
  • This project originated because this Federal division needed to consolidate existing data and records inventories as SharePoint Online (SPO) and new systems became available to them
  • There was a heavy reliance on paper files and multiple information management systems, which keep records and data disparate
  • This created challenges to knowledge sharing and led to less efficient business processes
  • They needed to develop an information governance strategy for managing their information going forward and develop an actionable plan for the migration of the different information collections to the appropriate environments
  • This involved performing an analysis of the file inventory of records repositories that exist on the division's share drive, SharePoint, JIRA, and confluence
  • Based on that analysis, recommendations were provided that helped prepare the staff for a future migration
  • This also involved detailed process mapping sessions with key business stakeholders to understand all points in which ESI is created, shared, and stored
  • Based on those current state process maps and pain points identified by the business stakeholders, future state recommendations were provided in a roadmap for improving ESI management
  • Lead document and data retention improvement best practices
  • Develop a new taxonomy to improve the records management lifecycle and address employee pain points
  • Develop a recommendation and process for share drive governance
  • Anticipate leveraging initial as well as future SharePoint Online (SPO) capabilities for managing records
  • Lead improvement workshops and other interactive sessions with subject matter experts, project sponsors, customers, and other key stakeholders to understand current state processes, process and customer pain points, and future state requirements to identify and implement improvements
  • Documented current “as-is” operations/processes and designed new 'to-be' operations/processes
  • Develop a detailed migration plan to move records from shared drives to SPO sites based on the developed taxonomy
  • Recommend and design SPO automation flows to assist with the records management process
  • Develop detailed Standard Operation Procedures, Policies, and key user training based on the new SPO architecture and records management structure
  • Develop and present change management recommendations for all key areas with corresponding templates, communication plans, and timelines

Salesforce Business Analyst

Major Drug Wholesale Company
, United States
10.2022 - 06.2023
  • Ms
  • Hall served as a business analyst for the IQSS discovery project
  • This discovery aimed to gain an in depth understanding of IQSS current business processes and needs to help facilitate their move to the broader AmerisourceBergen salesforce org
  • Ms
  • Hall had to make continuous iterations of business process maps based on workshops with the business to ensure business functionality was properly documented
  • Without this solid foundation, they will never be able to successfully move to the new org
  • This required 21 days of discovery sessions that touched upon all parts of their business
  • At the end, Ms
  • Hall helped develop the recommendations for the client on what was technically feasible
  • Understand all pre-discovery meetings/recordings that were done with the business
  • Create detailed process maps of their current state flow and gain client sign-off
  • Lead discovery meetings with the business to review the current state process maps and fill knowledge gaps
  • Write all business requirements and obtain client sign-off
  • Translate the approved business requirements into Jira stories (200+ requirements documented)
  • Develop all post-discovery deliverables - read out deck with technical recommendations based on discovery sessions

Salesforce Business Analyst

Major Drug Wholesale Company
, United States
08.2022 - 10.2022
  • Ms
  • Hall served as a business solution analyst on the sales realignment project
  • This project was due to the client’s organizational readjustment in which key sales reps from one business unit were being moved to another business unit
  • Because of this, an analysis of existing business functionality needed to be performed to identify gaps and how to combine both team’s processes successfully in Salesforce
  • To accomplish this, she held discovery sessions to gain a better understanding of their current operations in Salesforce and developed a solution that would integrate them into the other team’s functionality without losing any key business requirements
  • This required deep knowledge of the functionality built-in salesforce for both business units and an ability to creatively determine how to bring them together while not breaking any existing functionality
  • Lead requirements gathering meetings with the client
  • Develop current state and future state process maps
  • Write user stories in JIRA based on business requirements
  • Write solution notes based of knowledge of current system restrictions and processes
  • Interpret and understand business functionality and pain points
  • Review data migration mapping and records migration requirements
  • Perform system demos for the client to demonstrate developed functionality
  • Lead UAT testing efforts
  • Write test scripts and work with business users to perform testing
  • Bug triaging and hyper care support

Salesforce Business Analyst, Solution Architect

Major Drug Wholesale Company
, United States
09.2021 - 07.2022
  • Ms
  • Hall served as the lead business analyst on Project Lightning where she utilized her knowledge of Salesforce to ensure that a business unit from a separate Salesforce org was brought successfully into the new Lightning Salesforce org
  • Additionally, Ms
  • Hall served as the solution architect for one of the sales teams for 6 weeks while the SA was on paternity leave
  • This allowed Ms
  • Hall to expand her skills and develop deeper technical salesforce abilities
  • Business Analyst Role Responsibilities: Lead requirements gathering meetings with the client, develop current state and future state process maps, write user stories based on business requirements (JIRA), interpret and understand business functionality and pain points, define all key business personas, review data migration mapping and records migration requirements, perform system demos for the client to demonstrate developed functionality, regression testing (Zephyr software) - Writing test scripts and executing test scripts, UAT testing - Writing test scripts and working with business users to perform testing, bug triaging and hyper care support
  • Solution Architect Role Responsibilities: Write solution notes for the development team utilizing salesforce best practices and knowledge of current salesforce org, work with development team to address any development blockers and bug, organize and run meetings with business stakeholders to address these blockers if needed, salesforce development - objects, flows, system security, etc., data migration mapping, communication and collaboration with client product owners to review solution design, collaboration with integration team to ensure proper data model, collaborate with other teams (service team, customer onboarding team, etc.) to develop scalable functionality

Salesforce Business/Technical Analyst

Major Drug Wholesale Company
, United States
04.2021 - 09.2021
  • Ms
  • Hall assisted the clients sales cloud run state team
  • This team was responsible for addressing all sales cloud related bugs that were submitted by the business
  • Her role was to refine and solution these bugs for the run state developers to action upon them
  • The two client product specialists on this team were not familiar with Salesforce technology when she was brought on to help
  • She helped train them on the system, defined technical limitations and restraints, and organized their backlog of bugs in JIRA
  • In addition to this, she put together the list of weekly bug/fixes released into the system and defined the business value of these updates for all business stakeholders and users
  • She also assisted the developers on the team in understanding the requirements of the bugs submitted and communicating with the original business requestors to fully understand their requests
  • Triage salesforce system bugs
  • Lead meetings with the users who submitted the bugs to determine the appropriate next steps
  • Provide additional context to developers on the bugs
  • Manage and plan the bugs addressed in each sprint
  • Develop and send official communication with business stakeholders for status updates
  • Provide additional training support to new client staff that were unfamiliar with the Salesforce org

Salesforce Solution Architect

Major Food Distribution Company
, United States
02.2021 - 03.2021
  • Ms
  • Hall ran a sales cloud implementation for a B2B sales team
  • In just 6 weeks she had to gather all sales requirements, run all client requirement sessions, define scope and get client approval, solution the requirements in salesforce, create all JIRA stories and epics to track development work, perform salesforce development work, run weekly client status meetings, demo the final solution/system to the client, create UAT test scripts, and perform UAT testing with the client
  • This opportunity allowed Ms
  • Hall to experience leading a project from start to end and allowed her to further practice her development and solutioning skills
  • Run all requirements meetings with the business to gather requirements
  • Define the requirement scope for the project and obtain client approval
  • Set and develop the project deliverable timeline
  • Plan and schedule the development objectives for each sprint
  • Develop strategic solutions for all business requirements
  • Work cross functionally with the service cloud team to ensure data models are aligned
  • Provide weekly status updates to the client
  • Demo the developed functionality to the client
  • Develop all training materials and perform training workshops for the business/client
  • Develop UAT test scripts and run UAT sessions with the client

Salesforce Business Analyst, Tester

Major Drug Wholesale Company
, United States
10.2019 - 01.2021
  • Ms
  • Hall served as a solution consultant on the sales team for the BTT project
  • The BTT project aimed to bring 4 separate classic Salesforce orgs into a single new lightning org for a drug wholesale company
  • This allowed all offices and divisions to work collaboratively, share all key data, create standardized business processes, and eliminate any silos that existed
  • Ms
  • Hall worked across teams, collaborating with the customer service and customer onboarding teams during the development and design phase to ensure that the cross-cloud architecture was developed properly
  • Ms
  • Hall gathered requirements from the client and assisted in developing custom Salesforce solutions
  • She helped lead continuous system demos to the client and gather user acceptance of the system
  • Ms
  • Hall developed relationships with key business stakeholders to ensure the development they were doing was aligned with the business needs and expectations
  • Ms
  • Hall has worked on multiple salesforce implementations for this client, being asked back multiple times to be the lead BA for the sales team
  • She worked on the original salesforce implementation for this client that built the new lightning salesforce org and migrated 4 major business units into this new org
  • Lead requirements gathering meetings with the client
  • Develop knowledge of the Drug Wholesale industry
  • Develop current state and future state process maps
  • Write user stories based on business requirements (JIRA)
  • Interpret and understand business functionality
  • Write solution notes for the development team and work with them to address blockers
  • Assist in salesforce development - objects, flows, system security, etc
  • Review data migration mapping and records migration requirements
  • Perform system demos for the client
  • Regression testing (Zephyr software) - Writing test scripts and executing test scripts
  • Led UAT testing efforts
  • Write test scripts and work with business users to perform testing
  • Bug triaging and hyper care support

Education

Bachelor of Arts - International Relations

College of William & Mary
Williamsburg, VA
05.2017

Skills

  • Extensive experience leading stakeholder and C-suite level meetings and presentations
  • Ability to craft compelling user stories and business use cases
  • Experience developing and maintaining client relationships to serve as a trusted advisor
  • Strong documentation and communication skills for multi-stakeholder alignment
  • Ability to simplify complex analysis through business process mapping, and produce high-quality documentation
  • Ability to wear multiple hats, adapt to shifting priorities, and respond with new approaches as needed to meet evolving business goals
  • Strong analytical and problem-solving skills
  • Demonstrated ability to work cross-functionally to ensure a scalable design that drives business outcomes
  • Consistent ability to deliver high-quality deliverables, with adherence to project budget and scope
  • Extensive experience leading executive-level product demos, with a demonstrated ability to bridge the gap between IT and the business
  • Ability to identify business objectives and gathering business requirements

Certification

  • Salesforce Developer 1
  • Salesforce Sales Cloud Consultant
  • Salesforce Business Analyst
  • Salesforce Administrator
  • Salesforce Advanced Administrator
  • Salesforce Certified Platform App Builder
  • Enterprise Design Thinking Practitioner

Timeline

Records and Data Strategy Analyst

United States Federal Agency
01.2024 - 08.2024

Salesforce Business Analyst

Major Drug Wholesale Company
10.2022 - 06.2023

Salesforce Business Analyst

Major Drug Wholesale Company
08.2022 - 10.2022

Salesforce Business Analyst, Solution Architect

Major Drug Wholesale Company
09.2021 - 07.2022

Salesforce Business/Technical Analyst

Major Drug Wholesale Company
04.2021 - 09.2021

Salesforce Solution Architect

Major Food Distribution Company
02.2021 - 03.2021

Salesforce Business Analyst, Tester

Major Drug Wholesale Company
10.2019 - 01.2021

Managing Consultant

IBM
07.2017 - Current

Bachelor of Arts - International Relations

College of William & Mary

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Liz Hall