Chakshu Malhotra

M&A – Next-Gen Offer Package Management & Audit Automation

• Led strategic CLM & DocGen evaluation, analyzing multiple tools (DocuSign CLM, Ironclad, Conga, OmniStudio, Quip) and steered the organization towards DocuSign CLM, eliminating inefficiencies and costly misallocations.
• Architected & implemented a DocuSign CLM solution, replacing Conga, streamlining 300+ templates, and reducing onboarding delays by 70%.
• Built a scalable Rule Engine using Apex & LWC, automating audit document selection, eliminating 90% of manual effort, and ensuring 100% compliance.
• Developed a dynamic Template Management system in Salesforce, cutting setup time from 2-3 weeks to under 2 hours with 100% template reusability.
• Optimized bulk document processing with an Apex API Callout Framework, handling 10K+ employment documents per acquisition via DocuSign CLM & e-Signature integrations.
• Designed sequence diagrams for Mulesoft integration, enabling automated Workday uploads and eliminating manual intervention.
• Enabled real-time stakeholder updates using Salesforce Custom Notifications, improving visibility into process progress.
• Drove stakeholder alignment, leading requirement gathering, live demos, QA sessions, and UAT training for smooth adoption.
• Implemented security best practices, enforcing OAuth 2.0 JWT authentication, x.509 CA-signed certificates, and restricting DocuSign API user access.
• Conducted a Threat Modeling assessment and secured Enterprise Architecture Review Board (EARB) approval, ensuring security & compliance.
• Led a year-long enterprise transformation, delivering an end-to-end M&A automation solution as Solution Architect & Lead Developer, impacting thousands of acquired employees annually.

Employee Preboarding – Smart Automation for Compliance Forms

• Designed & implemented a DocuSign-integrated Preboarding solution on Experience Cloud (LWR), automating Form F & Form I submission and eliminating manual verification efforts by 90%.
• Led technical architecture discussions with Mulesoft & Workday teams, defining a scalable document extraction & upload strategy.
• Developed a custom LWC UI with Apex controllers, enabling embedded signing via DocuSign e-Signature API, enhancing compliance and user experience.
• Architected Mulesoft API integrations, creating sequence diagrams for document extraction from DocuSign and automated Workday uploads.
  Implemented Apex-based API callouts for DocuSign envelope creation, embedded signing, and real-time status tracking.
• Integrated Salesforce, DocuSign, Mulesoft & Workday using OAuth 2.0 JWT authentication & x.509 CA-signed certificates, ensuring secure document transfer.
• Performed security & access control assessment, restricting Mulesoft API user access to Form F & Form I tasks.
• Configured validation-driven DocuSign templates, enforcing 100% accuracy in nominee allocations via formula fields & custom error handling.
  Automated Workday uploads, eliminating errors and reducing processing time from days to minutes.

M&A – Preboarding App & Wayfinder Experience

• Built an Auto-Enrolment Framework using Apex Platform Events & Queueable Jobs, automating real-time assignment of Acquisition Tasks, Community Events, and Knowledge Articles, eliminating manual tracking.
• Designed a scalable Messaging Framework with Apex & Custom Metadata, automating Email & Bell Icon notifications for 10+ M&A processes, enhancing communication.
• Implemented Just-in-Time (JIT) SAML SSO User Provisioning via Apex SamlJitHandler, enabling dynamic user creation at first login and real-time content access.
• Optimized Conga Composer based Offer Package Automation, reducing Workday upload time from hours to minutes, and integrated DocuSign Tags for automated employee responses, before migrating to DocuSign CLM.
• Customized Knowledge Article Publishing, leveraging Apex & Dynamic Quick Actions, ensuring real-time notifications to subscribed users, increasing adoption and engagement.

Case Management Transformation

• Redesigned Web-to-Case API integration using Apigee proxies & Salesforce Composite REST APIs, optimizing API efficiency and reducing costs.
• Led API transformation, remodeling endpoints and delivering OpenAPI (Swagger) specs for seamless Maersk Portal integration.
• Optimized customer licensing strategy, enabling API-based case management and eliminating costly Customer Community licenses, saving hundreds of thousands of dollars.
• Implemented Einstein Bots for Web & WhatsApp, automating case resolution & agent handoffs, improving response times & CSAT scores.
• Developed Einstein Analytics dashboards, tracking bot resolution rates, agent handoffs, and NLP accuracy, enhancing bot training and customer interactions.

Maersk SCM - Connective Task Management

• Architected and delivered Connective Task Management (CTM), a mission-critical workflow system that streamlined global supply chain operations, reducing revenue leakages by $1.8M annually and ensuring timely cargo delivery.
• Designed scalable integration patterns processing 100K+ daily transactions across Salesforce, SAP, ESB, and Apigee platforms, achieving 99.9% reliability through robust error handling and retry mechanisms.
• Engineered an intelligent task routing engine with configurable business rules for automated task creation and ownership assignment, optimizing workflow efficiency across global SCM teams.
• Implemented high-performance Salesforce solution using Apex triggers, queueable apex, custom metadata types, and Lightning flows to handle complex supply chain logic and real-time task management.
• Developed comprehensive error logging and monitoring capabilities with 100% test coverage, ensuring seamless operations of critical supply chain processes.

• Provided technical leadership across multiple project teams, defining Salesforce best practices, coding standards, and scalable solution designs, improving code quality and system performance.
• Collaborated with Pre-Sales for Merck (Pharma), analyzing a highly customized Salesforce org and providing high-level estimates for a classic-to-lightning migration, helping secure a major contract.
• Developed Lightning PoCs to showcase capabilities to Merck, reducing proposal turnaround time by 40% and accelerating contract approval.
• Provided expert-level technical assistance across teams, developing custom solutions & reusable Aura components, reducing redundant coding by 30%.
• Led hands-on training sessions for junior & senior developers on Lightning Aura Components, enhancing team competency and increasing client interview success rates by ~60%.

United Rentals, USA

• Developed & integrated SpringCM (now DocuSign CLM) with Salesforce, automating deal agreement generation, approval, and storage for United Rentals, reducing manual contract processing time by 70%.
• Built Lightning UI components using Aura, JavaScript & Apex Controllers, enhancing user experience and efficiency for managing 1K+ equipment deal agreements.
• Designed reusable Lightning Aura components, accelerating development across multiple projects and reducing redundant coding efforts by 40%.
  Implemented Apex triggers, batches, and custom workflows, improving data accuracy and process automation, reducing manual interventions in deal closure by 50%.
• Collaborated with BAs & clients in daily scrums, analyzing requirements and translating them into scalable Salesforce solutions.

Coca Cola, USA

• Developed a Learning Management System (LMS) Lightning Community for Coca-Cola USA, enabling education & collaboration among bottlers, associates, and franchises to drive digital initiatives.
• Implemented an Integrated Helpdesk Lightning Community for Coca-Cola USA, building complex Aura components that integrated Salesforce Knowledge, Chatter APIs, and Custom Objects, improving support efficiency.

Monitise LLC, UK (acquired by Fiserv in 2017)

• Worked as an iOS App Developer on a Smart Mobile Banking App for Virgin Money, UK, rapidly ramping up on the project and seamlessly transitioning product ownership from a senior team, ensuring continuity and quality.
• Developed & integrated Adobe Test & Targeted Mobile Marketing SDK as an iOS App Developer for a Co-op & Smile Bank UK app, enabling real-time customer engagement through personalized marketing campaigns.