Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Meeta Gulati-Carlson

Meeta Gulati-Carlson

Naperville,IL

Summary

A dynamic digital transformation leader specializing in IT implementations of business processes with Salesforce.com having 20+ years of work experience, I am driven by innovation and excellence in designing technology solutions. I have a strong functional understanding of the business of multi-channel sales, marketing and Service in healthcare, hi-tech, telecommunication and other industries. I bring to the table strong leadership, negotiation and technical architecture skills having served the key role of the liaison between strategic leaders, business product owners and development and quality teams to drive projects worth more than $ 20 million. I have been responsible for leading projects through estimation and pre-sale phase, requirements, architecture and design, development, testing, deployment and operational hand-off. My projects have involved an average of 90-100 team members from multiple lines of technology (Cloud Computing, data warehousing and API-led Integrations, eventing and more ) and business (Sales to order, Marketing and Operations for direct and indirect channels, customer service and support) in matrix organizations using SDLC as well as agile and scrum methodologies with DevOps.

Overview

18
18
years of professional experience

Work History

Senior Manager

Salesforce
01.2020 - Current
  • Digital Transformation Programs: Implemented Patient Service Program strategy, collaborating with Officers and Seniors leaders at Acadia Healthcare( US) , Novo Nordisk (Global), Eli Lilly and company(Global) and VSP Insurance(US)
  • Lead and advised Transformation and modernization of patient services programs, leading to several business process and cost efficiencies in a compliant manner and kicking off DevOps Culture
  • Handle C-suit escalations from multiple projects.
  • Internal Initiatives: Employee appreciation, Consulting for Pre-sales, Team Communication leadership, Technical Architect Enablement, Innovation Club, Biz Ops Club.

Principal Architect

Thryv
02.2017 - 01.2020
  • For Sales, Marketing and digital product fulfillment systems at DexYp from, DexYP Org Merge:
  • Long term project for migrations post merger of DexMedia and YP.com
  • My responsibility was to build the migration strategy based on combined business policy across Marketing, Sales, Finance and Operations departments and to communicate the same to development managers for respective systems
  • Responsibilities:
  • Responsible for e2e Architecture and design for business architecture, data architecture an systems architecture
  • For communication and conflict resolutions for detailed designs
  • Cascade requirements package across development teams
  • Work with PMO for inter-project dependencies for the organization.

Architect/Technical Product Owner

Thryv
02.2011 - 02.2017
  • Owned and prioritized product backlog.
  • Oversaw entire product deployments from vision and creation to rollout and delivery.
  • Managed implementation of new features by outlining plans and specifications such as how, where and when each component would work.
  • Focused on building critical features up front in order to identify constraints and technical challenges.

Technical Lead

03.2010 - 02.2011
  • For Sales Automation Project for Redhat, NJ, Redhat sales automation was an application maintenance project with a cycle of monthly relases where the application maintenance of all Apps on Force.com platform including Sales, Services and custom clouds
  • The team led by myself was required to provide solution design for a on-going business challeneges relating to Redhat’s CRM implementation
  • Responsibilities:
  • Led a team of 15 offshore team members working on design, development, testing, implementation and production support for on-going monthly releases of client’s CRM application
  • Solicited and documented business requirements in collaboration with onsite client teams and offshore analysts to integrate several CRM modules being used by Redhat’s Sales team globally
  • Responsible for creation, review and approval of technical responses to functional requirements for each module
  • Provide Salesforce.com SME help to other dependent project teams in position of subject matter expert for CRM integration
  • Responsible for understanding business challenges and prototyping solutions for other prospective clients of Accenture
  • Provide technical support to business development working closely with sales and pre-sales teams in Accenture.

Technical and Functional

Avaya
11.2009 - 03.2010
  • Lead for Avaya, NJ, partly in NJ, and partly in Pune, India, CRM/PRM Release 1 through 5, Avaya CRM/PRM project was alligned to the change in Avaya’s business startegy, which exposed their pricing model to all partners globally and integrated their pricing and finance systems with CRM as Salesforce.com
  • Responsibilities:
  • Responsible for solicitation, documentation and approval of functional and technical requirements for a solution to carefully expose client’s pricing model to partners globally
  • Responsible for review requirements and recommending technical solution to support re-alignment of client’s new strategic partnerships with existing vendors
  • Responsible for onsite and offshore delivery for integration of all CRM modules used by Avaya’s Sales representatives globally
  • Gathered requirements for following modules:
  • Data migration from Siebel CRM
  • Deal Registration
  • Partner On-boarding
  • Sales Support Request
  • Revenue Integration
  • Opportunity Evaluation
  • Backend Credits
  • Prepared design documents,, reviewed and obtained approval from client’s technical leads and management
  • Guided and led the implementation team to conduct successful development, test and deployment all above mentioned modules.

Lead developer

Vodafone
03.2007 - 07.2008
  • Vodafone EVO project enables integrations for Vodafone’s multiple enterprise systems including SAP and other legacy systems
  • Responsibilities:
  • Lead developer for all integrations using J2EE between SAP, Informatica’s data warehouse and real time web services
  • Solicited and documented requirements for integration of SAP and other legacy systems used by Vodafone
  • Created solution design focusing primarily on Java and Informatica modules.

Senior Developer

Redhat NJ
03.2007 - 07.2008
  • RedHat Sales Automation project
  • RedHat’s sales department is undertaking a project to automate and integrate its sales operations across geographies
  • Accenture provides the sales automation project as a consulting and technology solution for integration and automation of RedHat’s distributed sales operations
  • This includes integration of varied CRM solutions used by the client including Oracle Apps, Poetic and SalesForce.com
  • Responsibilities:
  • Gathered and documented requirements for integration of several CRM modules used by client’s global sales team reps
  • Gathered and documented requirements for first phase of migration of data across existing enterprise systems used by the client
  • Prepared technical responses for various functional requirements including the migration module of the application
  • Developed and successfully deployed for the first release, complete migration module for the application.

Senior developer

JPMorgan
09.2005 - 02.2007
  • Futures and Options Commission Worksheet - JPMorgan’s Futures and Options business was undertaking a project to provide a system to improve business processes associated with the creation and management of Commission and Interest Schedules associated with client relationships
  • The objectives of the project were to deliver a solution for capturing & reporting client commission and interest schedules for the business globally
  • Responsibilities:
  • Prepared design documents for various functional requirements for reporting module of the client’s enterprise application
  • Developed and successfully deployed for the first release, complete reporting module for the application, while leading a team of two
  • Developed Velocity templates using Velocity Template Language (VTL) for dynamic generation of report formatting XMLs
  • Independently developed the module for generation of PDF and Excel reports using Jasper as the reporting Engine
  • Developed formatting XMLs for statically structured reports and XSLT transformations for dynamic generation of JSPs
  • Energy Trading- Automate eConfirm - Energy Trading is the implementation of real-time interface between Endur and ICE eConfirm system to enable electronic confirmation of financial and physical commodity trades
  • The automated confirmation process for the commodities business based on SOA involves the integration of the following systems: " Endur: The trading platform used by the commodities trading desk " The Confirmations Database: The existing database that is currently used to track trade confirmations using a manual faxing process " ICE eConfirm: The web based interface to the ICE
  • Presently leading a team of 4 for an enhancement requested by the client
  • Responsibilities:
  • Prepared appropriate approach documents for various functional requirements
  • Developed customized components for Universal Message Objects on Mule 1.3
  • Developed customized Connectors for Services to be attached to the ESB with Java Native Interfacing
  • Developed approach for transport of IBML/XML messages on the ESB
  • Developed components for transformation of trade data from database to IBML messages
  • Carried out XSLT transformations for converting Endur XML to IBML format
  • Successfully developed and deployed with no defects in SIT and UAT in 2 of 3 phases
  • Responsibilities:
  • Solicited and documented business and technical requirements and built and maintained Requirements Traceability Matrix (RTM)
  • Documented design templates for analysis and testing
  • Prepared appropriate approach documents for various functional requirements
  • Designed, developed and conducted unit testing using Vignette Portal & Builder
  • Created use case diagrams, class diagrams, sequence diagrams, activity diagrams using Microsoft Visio
  • Developed Bespoke portlets in Java-J2EE as per JSR 168 for Vignette Portal and JSPs for the portlets
  • Responsible for independently developing automated e-mail scheduler module of the application
  • As part of the development, implemented connection pooling for database connections
  • Carried out deployment of application on the release environments including SIT, UAT Staging and Production
  • DART Selenium Testing - DART-Selenium is Selenium based testing system developed for automated testing of the DART application
  • Selenium is an open source automation testing tool
  • Responsibilities:
  • Learned and understood the application framework for creation of automated test scripts
  • Integrated the Selenium testing framework for client Trading management enterprise application
  • Led efforts to re-factor and restructure programming code to improve code efficiency
  • Contributed individually to analyze and re-organize Selenium components in the client application including configuration files and scripts

Education

Bachelor of Engineering - Computer Science

Institute of Technology and Management

High School - science

Blue Bells Model Senior Secondary School
06.2001

Skills

  • Digital Transformation in HealthCare , Patient services Program strategy and implementation, Negotiations, Leading with Innovation, Executive presence and Influence, Program Governance, DevOps
  • Salesforcecom (20 Years - v8 thru current) – Sales Cloud , Service Cloud, Experience Cloud, Marketing Cloud, Customer Data Platform, Personalization Cloud, Data Cloud, Industry Clouds, Mulesoft, Eventing platform
  • Amazon: Texttract, Call Center and others
  • Integration Technologies: Mulesoft, TIBCO, Webservices design and development, Heroku, Informatica Power Center, Informatica On Demand, -
  • Methodology and Frameworks: Agile, SAFe
  • Service Oriented Architecture based Enterprise Application Integration, Enterprise Service Bus implementation with TIBCO, Mulesoft, Webmethods And Spring framework
  • Software Modeling Language and tools: Lucid, Vision, Omnigraffle
  • Java Technologies - Java JDK 6, J2EE, JSP, JSF, Servlets, MVC, JDBC, JMS, XML, WebServices, , Velocity, Portlet development (JSR 168), Portal development with Vignette Application Builder, Connection Pools, Java Beans, AWT, Swing, Javascript, JNI

Affiliations

10X Certified by Salesforce.com – Certified Application Architect. Received 2023 ‘Extra Mile award’ for exceptionally exceeding targets. Received 2022 ‘most valuable appreciator award’ for leading the employee appreciation initiative at Salesforce. Received‘OWN IT’ award for end to end architecture for Proposal Builder Project. Received recognition for contribution as Principal Enterprise architect on Salesforce consolidation project at Thryv.

Timeline

Senior Manager

Salesforce
01.2020 - Current

Principal Architect

Thryv
02.2017 - 01.2020

Architect/Technical Product Owner

Thryv
02.2011 - 02.2017

Technical Lead

03.2010 - 02.2011

Technical and Functional

Avaya
11.2009 - 03.2010

Lead developer

Vodafone
03.2007 - 07.2008

Senior Developer

Redhat NJ
03.2007 - 07.2008

Senior developer

JPMorgan
09.2005 - 02.2007

Bachelor of Engineering - Computer Science

Institute of Technology and Management

High School - science

Blue Bells Model Senior Secondary School

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Meeta Gulati-Carlson