Shreya Uday
Fremont,CA
Summary
Experienced Business Analyst with a proven track record in leading CRM implementations, including Salesforce for advisor sales at Mutual of Omaha. Promoted for leadership and analytical skills, with expertise in requirements gathering, system integration, and process improvement. Holds a Master's in Business Analytics and Information Systems.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Business Analyst and CRM Engineer
Mutual Of Omaha
05.2021 - Current
- Led and managed the end-to-end Salesforce CRM installation project for the advisor sales team, ensuring a smooth and successful implementation by closely coordinating with both stakeholders and technical teams throughout the entire lifecycle.
- Conducted comprehensive requirements gathering sessions with internal business units, ensuring alignment between business goals and CRM functionality. Collaborated with Salesforce development teams to design and customize the CRM features tailored to the sales team's unique needs.
- Utilized data analysis techniques to track project milestones and progress, identifying gaps in system functionality and performance. Implemented data-driven solutions that led to improved system efficiency, ensuring that the CRM platform met the needs of users.
- Played a pivotal role in user acceptance testing (UAT) by creating test plans, coordinating with sales teams, and ensuring all customizations met business requirements. Provided thorough training sessions to ensure seamless adoption and usage of the new CRM system.
- Created detailed documentation and process workflows, outlining the system configuration, integration points, and ongoing maintenance procedures, ensuring that the sales team had a clear reference for future system updates and troubleshooting.
- Worked cross-functionally with IT, marketing, and operations teams to integrate Salesforce CRM with existing business systems, optimizing the sales process and enhancing customer engagement through streamlined workflows and real-time data availability.
- Identified opportunities for process automation, leading to significant time savings and improved productivity for the sales team. Spearheaded the integration of third-party tools with Salesforce to enhance lead generation, data analysis, and sales forecasting.
- Maintained close communication with business stakeholders to address post-implementation support, troubleshoot issues, and recommend continuous improvements to the Salesforce platform.
- Provided strategic insights into Salesforce adoption, usage metrics, and opportunities for system enhancements based on user feedback and sales team needs.
- Promoted to Associate Business Analyst for consistently exceeding expectations in managing the Salesforce CRM project, demonstrating exceptional leadership in scope, execution, and delivery.
- Successfully increased sales team productivity by streamlining data processes and optimizing Salesforce CRM integration, resulting in more efficient workflows, better client management, and improved revenue generation.
- Contributed to the overall digital transformation of the organization, leading the charge in modernizing and optimizing CRM systems to align with evolving business goals and technology trends.
Business Analyst
Dell Technologies
Austin, TX
05.2020 - 08.2020
- Worked extensively on the VMware project, focusing on the analysis and improvement of the integration of VMware solutions into Dell's product portfolio, ensuring seamless collaboration between different product lines and technologies.
- Conducted data analysis to assess the performance and functionality of VMware integrations, identifying system bottlenecks, inefficiencies, and opportunities for optimization. Delivered actionable insights that significantly improved operational efficiencies and product performance across the portfolio.
- Collaborated with cross-functional teams including product managers, developers, and VMware engineers to understand technical requirements and business objectives, translating them into clear and concise business requirements.
- Assisted in preparing Business Requirement Documents (BRDs) and functional specifications for product enhancements, ensuring alignment between business stakeholders and technical teams on project deliverables and timelines.
- Led process mapping and gap analysis sessions to identify discrepancies between existing and required system functionalities, recommending actionable improvements.
- Worked with development teams to ensure the successful deployment of VMware product features, providing continuous feedback and support to ensure the project met business objectives and client expectations.
- Facilitated user acceptance testing (UAT) for new product features and integrations, ensuring the final solutions met business requirements and enhanced user experience.
- Supported the creation and delivery of training materials and documentation, empowering internal teams to better understand VMware solution integrations and use them effectively in their roles.
- Regularly monitored and reported on project performance, utilizing key metrics and KPIs to ensure that the project stayed on track and met established deadlines.
- Worked with senior stakeholders to assess the impact of VMware solution enhancements on Dell's market position, identifying strategic opportunities to capitalize on emerging trends and technologies in the virtualization space.
- Provided continuous support for post-implementation, gathering user feedback and analyzing data to suggest further enhancements and improvements.
- Played a key role in the change management process by effectively communicating the benefits of new VMware features and ensuring smooth transitions for internal teams and clients.
Business Analyst
Tampa General Hospital (TGH)
Tampa, FL
12.2020 - 05.2021
- Worked on several healthcare IT projects, collaborating with cross-functional teams to analyze and improve hospital operations, clinical workflows, and patient care systems.
- Conducted thorough requirements gathering sessions with internal stakeholders, including physicians, nursing staff, and IT teams, to ensure that the solutions met the unique needs of the hospital and improved overall care delivery.
- Analyzed and documented business processes across different departments, identifying inefficiencies and areas for improvement in patient flow, scheduling, and resource allocation. Proposed data-driven solutions that resulted in a 15% improvement in operational efficiency.
- Played a key role in the implementation of an Electronic Health Records (EHR) system, working closely with clinical staff and vendors to configure the system to meet hospital-specific requirements and compliance standards (HIPAA, Meaningful Use).
- Assisted in the integration of clinical and administrative systems, enabling seamless data exchange across various hospital platforms (e.g., EHR, lab, radiology, and pharmacy systems), improving real-time patient data access and decision-making capabilities.
- Led user acceptance testing (UAT) for EHR and other healthcare-related systems, ensuring new systems met business needs and functioned effectively for end-users.
- Developed and maintained detailed business requirement documents (BRDs) and functional specifications for system enhancements, working with IT and development teams to ensure timely and successful project delivery.
- Conducted regular data analysis and reporting, tracking key performance indicators (KPIs) to assess the effectiveness of system changes and operational improvements, contributing to better patient care and hospital efficiency.
- Assisted with the implementation of patient scheduling software, optimizing resource utilization and reducing patient wait times by improving the accuracy and efficiency of appointment scheduling.
- Played a role in the data migration process during system upgrades, ensuring that historical data was accurately transferred, cleaned, and made accessible in the new system.
- Collaborated with compliance teams to ensure that all new healthcare IT systems and processes adhered to local, state, and federal regulations, including HIPAA and HITECH.
- Facilitated training sessions for hospital staff on newly implemented systems and features, ensuring successful adoption and usage of new technologies by clinical and administrative teams.
- Supported hospital leadership by generating comprehensive reports and dashboards to track the performance of IT systems, identifying areas for ongoing improvements, and presenting recommendations to improve patient outcomes and operational efficiencies.
Education
Master of Science (MS) - Business Analytics & Information Systems
University of South Florida
05.2021
Bachelor of Science (BS) - Computer Science
Bangalore University
05.2019
Skills
- Business Analysis
- Requirements gathering
- Stakeholder management
- Process mapping
- Data modeling
- CRM Salesforce
- Agile Methodology
- Scrum
- Kanban
- Agile project management
- Sprint planning
- Backlog grooming
- Data Analytics
- Data mining
- Data visualization
- Statistical analysis
- Reporting
- Tools
- JIRA
- Confluence
- MS Excel
- SQL
- Tableau
- Power BI
- Python
- R
Certification
- Certified ScrumMaster (CSM) - Scrum Alliance
- Agile Business Analyst Certification - International Consortium for Agile
- Tableau Desktop Specialist - Tableau
Projects
Data Analytics for Claims Management, Mutual Of Omaha, 08/22, 11/22, Analyzed large sets of claims data to identify patterns and trends, reducing the claim approval time by 25%., Created interactive dashboards in Power BI, providing real-time insights into claims statuses and customer data., Applied statistical techniques to predict future claims based on historical data, optimizing resource allocation. Customer Retention Analysis, University of South Florida, 01/21, 04/21, Conducted a customer retention analysis using SQL and Python, examining factors influencing customer churn for an e-commerce platform., Developed a model to predict customer behavior, which increased retention rates by 10% for the business., Performed Root Cause Analysis and formulated control plans with the corrective actions that must be performed to ensure that the improvements are maintained over the entire life cycle.
Timeline
Business Analyst and CRM Engineer
Mutual Of Omaha
05.2021 - Current
Business Analyst
Tampa General Hospital (TGH)
12.2020 - 05.2021
Business Analyst
Dell Technologies
05.2020 - 08.2020
Master of Science (MS) - Business Analytics & Information Systems
University of South Florida
Bachelor of Science (BS) - Computer Science
Bangalore University