Gopinath Balu

• Collaborate with business teams from FPA, Product, Project Delivery to capture the high-level requirements for Finance Connect, an enterprise-scale project that digitalizes the excel-based integrated Financial Worksheet into a digital solution. This solution will intake, manage, budget, forecast and report on the project portfolio for the Global Services Finance Team.
• Identify system dependencies and capture integration requirements for upstream/downstream systems, including JIRA, Workday, Coupa, Axiom, PSGL and Planview.
• Perform Fit/Gap Analysis on all systems involved and identify, capture, and define the technical requirements involved for the application data attributes.
• Conduct requirements elicitation meetings with business stakeholders to discover and define the AS-IS process state.
• Work with the Product Owner on designing and reviewing the TO-BE process flows using draw.io and build the application prototype using Adobe Creative Suite.
• Liaise with the Business and Appian Development Team to define the MVP and post MVP build scope of the application.
• Break the application into modules and capture JIRA Epics/stories into the product backlog.
• Work on the Application Architecture & Data model for Agile Architecture Review Board approval.
• Work with Business and Accounting teams to define the complex business logic involved in calculating Cash and GAAP (based on amortization schedule) by month for Labor/Non-Labor costs involved.
• Design, build and create application components such as

User groups and SAML authentication groups,

CDTs, Datastore, and add data entities.

Record types, Add search and user filters, add/update record actions Process Models, UI SAIL Forms,

Decisions, Expressions Rules, Constants, Documents etc.,

Application Home Page/Dashboard Reports, Task Reports, and Sites.

• Lead and review the QA team for the unit test/functional test cases preparation/coverage.
• Plan and create the original test scenarios/cases involved in the successful QA completion of Cash and GAAP calculation (120 unique test cases).
• Additionally, lead the QA team in the successful implementation of regression testing for Cash and GAAP calculation.
• Prepare and review Export/Import packages, Compare and Deploy between environments.
• Prepare/review DDL, DML scripts. Work with DB Operations for execution.
• Collaborate with Business/IT stakeholders for UAT testing and production go-live readiness.
• Also, lead/support production change requests for other Appian Finance applications, including CBAR and Finance Issue Tracker, on a regular basis.

Software Skills: Appian BPM 22.4 - 21.4, Figma, Adobe Creative Suite, Draw.io

Hardware Skills: Windows

Database: Oracle 19c, MySQL, PostgreSQL

Methodology: MSF 2.0 Agile

• Conceptualize, plan, execute, and implement the Appian Reusability Framework that defines the structure and guidance procedures for building new applications in Appian under Finance Technology.
• Define the framework, processes involved, and set the project vision for the IT leadership and Appian Development Team (FTEs and CTEs).

About the Framework: Apart from MSF 2.0 and the standard development best practices for building Appian applications, the Appian Reusability Framework recommends that the development team follow the Reusability Process in building any new applications in Appian.

About the Reusability Process: The reusability process starts with the availability of the Reusable Components Repository (RCR) application. Once the RCR is published for the development team, all future applications have to be built by checking and adopting the existing list of reusable components from the RCR. The team can evaluate the adoption of reusable components, modify/enhance if needed, and finally update the RCR for future reference.

• Define the different stages involved in the adoption of the framework:

Build Stage - Build RCR and deliver from a phased approach.

Adoption Stage - Build applications by reuse. Reuse components from FinApp (application-for-reuse) and/or RCR.

Reusability Stage - The continuous process of evaluation and enhancement of RCR.

• Define the different phases involved in the build and delivery of the Reusable Components Repository, which includes Inception, Planning, and Build.

Deliver applications:

1. FinApp - One Stop Application for Finance Technology (Application-for-reuse)

• Task Mangement - Part of it or the whole of the application is available for reuse.
• Available for POC/Project Demo Requirements.
• Accommodate enhancements and support additional business functions.
• Allow research on the advanced/recent product release features.

2. RCR - (Reusable Components Repository) - Components available for reuse as listed below,

• Connected Systems: Workiva, Microsoft SharePoint
• Integrations: Create Folder, Upload Document, Download Document, Get_FolderDetails, etc.
• Expression Rules: pickerFilter, keyFieldValidation, commentsByKeyField, commentsHistoryByKeyField, activeUserGroup, formValidations, user_FullName, documentNameGenerator, ErrorHandling_noDataRetrieved, Boolean_checkNullValueForCDT, Boolean_validateDocumentName, textLengthValidation, textSpaceValidation, etc.
• Constants: Task reports, Application mailbox for environments, URLs for Appian environments, URLs for SharePoint environments, SharePoint processes, SharePoint sites, special characters, etc.
• Knowledge and Rules folders.
• My Task Report (Current User): Flexible for reuse for different application requirements by passing application-specific process models through constants. Overdue, high priority, and starred filters to be performed for the user. Active/completed tasks filter based on use case.
• My Groups Task Report (Group): Allow provision to filter by specific groups, reassign, and delegate.
• Audit Functionality: A reusable audit functionality (a subprocess) to store and retrieve key transactional/workflow events in the system for different applications.
• Dynamic Approval Workflow: Provide interface configurations for defining and modifying a workflow process and minimize changes to the underlying process model

Some of the IT Benefits realized as below:

• Efficient IT - Track objects, manage integrations and support applications efficiently.
• Value to Business - Faster value to Business. Cumulative advantage from RCR to offer the least build-cycle duration.
• Cost Benefits - Significant cost benefits from RCR, which can be used at all or part of its future application.
• Better Backlog - Helps to build a better backlog, which provides continuous value addition to the software-for-reuse and in turn RCR.
• Agile, MSF 2.0 - It lays the foundation for other software build practices to meet future scale and speed.
• Managed Resources - Better allocate resources and strategically measure resource performance.

Software Skills: Appian BPM 21.4-21.1, Figma, Draw.io

Hardware Skills: Windows

Database: Oracle 18c

Methodology: MSF 2.0 Agile

• Design/ Develop a centralized repository of IPE (Information Provided by Entity) information in Appian (21.1) using MSF Agile Methodology
• Work with BRO's and SOX Business in capturing the high-level requirements.
• Discover/define the AS-IS process state and get sign-off from Business/ IT stakeholders involved.
• Design/ Review the TO-BE process flows in draw.io and get sign-off from Business/ IT stakeholders involved (Key IPE Workflows include: 1. Add, Modify SOX Contols 2. Add, Modify IPE SOX Report & Baseline Information 3. Review IPE SOX Report & Baseline Information 4. Add, Modify IPE GL Information 5. Perform IPE SOX Report Baseline and 6. Perform GA-B30 Certification)
• Perform application prototype walkthrough with Business/ IT stakeholders using Figma
• Work on the Application Architecture & Data model for Agile Architecture Review Board for approval
• Work with Application Platform Support Team for the reusable components, plug-in usage and deployment strategy
• Work with Workiva (saas based reporting compliance platform) team and create Connected System and Integrations to pull SOX Control information from Workiva
• Break the application into modules and create EPICS and user stories
• Design/Build/Create application components as listed below,
  
  User groups and SAML authentication groups
  CDTs, Datastore and add data entities
  Record types - Add search and user filters, Add/Update record actions
  Process Models and UI SAIL Forms
  Connected systems and Integrations for Workiva & Microsoft Sharepoint
  Constants, Expressions Rules, Documents etc.,
  Application Home Page/Dashboard Reports, Task Reports and Sites

• Work with Appian Platform Support team for Review and Sign-off.
• Work with QA team to review QA test cases for regression testing
• Prepare/ Review Export/ Import packages, Compare and Deploy between environments
• Prepare/ Review DDL, DML scripts and work with DB Operations for execution
• Work with Business/ IT stakeholders (FTEs & CTEs) for the UAT and production Go-Live activities.

Software Skills: Appian BPM 21.1, Figma, Draw.io, MS Sharepoint

Hardware Skills: Windows

Database: Oracle 18c

Methodology: MSF Agile

• Design the Technical Implementation Review Tool for Accounting and Finance (TIRAF) on Appian (version 20.4).
• Work with business stakeholders to discover and define the current (AS-IS) process state.
• Design and review the desired (TO-BE) process in draw.io and obtain approval from business stakeholders.
• Build the application prototype using Figma and conduct walkthroughs with both the Business and IT teams.
• Work on the application architecture and data model for the Agile Architecture Review Board's approval.
• Create connected systems and integrations to fulfill file storage requirements using Sharepoint.
• Design and build process models, UI SAIL forms, record reports, and sites.
• Divide the application into modules and create EPICS and user stories.
• Collaborate with the development, QA, and business teams to successfully close story feature releases to production.

Software Skills: Appian BPM 21.1-20.4, Figma, Draw.io

Hardware Skills: Windows

Database: Oracle 18c

Methodology: MSF Agile

• Build and deliver a centralized repository of Correspondent Bank accounts for SVB using Appian (version 20.4).
• Work with business stakeholders to identify and define the current (AS-IS) process state.
• Design and review process models and obtain approval from business stakeholders.
• Develop the application architecture for review and approval by the Agile Architecture Review Board.
• Create JIRA Epics and User stories for the application modules.
• Design, build, and create the following application components:

User groups and SAML authentication groups

Database Data Model, CDTs, Datastore, and add data entities

Record types - Add search and user filters, Add/Update record actions

Process Models and UI SAIL Forms

Constants, Expressions Rules, Documents, etc.

Application Home Page/Dashboard Reports, Task Reports, and Sites

• Work with Appian Platform Support team for Review and Sign-off.
• Create test cases for regression testing in the QA environment.
• Export/import packages, compare, and deploy between environments.
• Prepare DDL, DML scripts, and collaborate with the DB Operations team for their execution.
• Work with business and IT stakeholders to plan and execute User Acceptance Testing (UAT) and production cut-over activities.

Software Skills: Appian BPM 20.4

Hardware Skills: Windows

Database: Oracle 12c

Methodology: MSF Agile

• Responsible for handling production and operational activities of Rabobank’s GFS (Global Financial Systems) core applications
• Primary responsible for applications include PeopleSoft GL Accounting, Informatica
• Workflows and PLSQL jobs
• Support scheduled jobs in Dollar Universe (24/7), Support other DEVOPS team for Patch deployment, Execute monthly GFS release for UAT/ Support monthly GFS release for PROD
• Responsible for handling development and testing tasks involved in PBI through bi- weekly Sprint

Software Skills: Linux Shell Scripts, PLSQL, Informatica Workflows, PeopleSoft FSCM 9.2 & Peopletools Ver. 8.57, Dollar Universe

Hardware Skills: Linux, Windows

Database: Oracle 12c
Methods: Agile

Domain: Banking/ Finance

• Drive IFRS 17 – PS ChartField Configuration Program from Onshore and co-ordinate with other project teams involved over the entire program
• Lead the technical team at offshore and report project management and other stakeholders involved on the project status at each phase
• Align all the project activities starting from impact analysis, retrofit, test case definition, execution and closure of defects until UAT
• Provide in person support to Business Support Team & Business
• Users and solve issues & bugs reported as part of FAT & UAT Phase
• Identify project risks as part of environment build activities, provide resolution and continuously modify and define approach for production cut-over execution
• Define approach and co-ordinate with stakeholders involved for production cut-over execution
• Provide in-person post-live support on the issues reported as part of warranty and regular support

Software Skills: PeopleSoft FSCM 9.2 & Peopletools Ver. 8.56.

Hardware Skills: Windows 2012 R2

Database: Oracle 11g

Methods: Incremental

Domain: Insurance/ Finance

• Define Business Case, discuss with Business Support Team and request of PeopleSoft Upgrade 9.2 Change Request
• Lead - technical team for AR, BI and find impact analysis & effort estimation of modules including AR, BI, AP & AM
• Define technical definition & test case documents, perform testing & initiate change migration
• Plan & monitor change from DEV till PROD and Coordinate with all team involved

Software Skills: PeopleSoft FSCM 9.2 & Peopletools Ver. 8.56.

Hardware Skills: Windows 2008 R2

Database: Oracle 11g

Methods: Incremental

Domain: Insurance/ Finance

• Lead technical team at offshore for modules including AR/BI –Primary & GL/AM Secondary for PeopleSoft Upgrade 9.2 Execution
• Work with Business on the 9.2 features; perform fit-gap analysis and retro-fitment of objects for 9.2
• Module Lead - Test case preparation, execution and closure of defects for Unit & SIT
• Support Business Support Team & Business Users and solve issues & bugs reported as part of UAT Phase
• Identify and perform pre/post technical & functional upgrade activities & checkouts
• Provide post-live support on the issues reported as part of warranty & regular support

Software Skills: PeopleSoft FSCM 9.2 & Peopletools Ver. 8.56.

Hardware Skills: Windows 2008 R2

Database: Oracle 11g

Methods: Incremental

Domain: Insurance/ Finance

• Provide support to PeopleSoft FSCM 9.2 application for modules including GL, AP & AM
• Responsible for handling daily, monthly, quarterly & yearly job schedules and adhoc and processes
• Identify and resolve daily variance issues between Source & PSGL systems and escalate the same to Accounting team for suspense clearance
• Respond to Business & IT user requests on PeopleSoft production and pre-production environments
• Work with team on production tasks & incidents and fix issues through Change Requests and Problems in Servicenow application
• Identify areas of Improvement, Automation, and Process
• Enhancement and implement Service Improvement initiatives
• Work with Business on their functional requirements and develop &
• Customize PeopleSoft components for faster and better business experience

Software Skills: PeopleSoft FSCM 9.2 & Peopletools Ver. 8.54, Tableau

Hardware Skills: Windows 2008 R2

Database: Oracle 11g

Domain: Banking/ Finance

• Identifying the existing workflow configuration and customization by
  running compare reports with demo environment for PeopleSoft AWE Implementation
• Documenting the customized Peopletools objects and workflow
  business processes.
• Identfying the record differences between Virtual approver and
  Approval Frame work and documenting the replacement records and fields of interest
• Preparation of technical design document
• Setup AWE through Transaction Registry, Transaction configuration
  and Approval Process setup pages by creating custom Process id's and Definition id's
• Creating user lists for approval at all levels.
• Configured Email and Worklist notification and defined criteria's at
  stage, steps and paths.
• Customized peoplecode and application packages and retrofitted
  existing ones.
• Prepared Unit test plan and Integration test plan document and
  executed test cases.
• Prepared the migration check list document

Software Skills: PeopleSoft FSCM 9.1 & Peopletools Ver. 8.53

Hardware Skills: Windows 2008 R2

Database: Oracle 11g

Domain: Banking/ Finance

• Reviewed Peopletools software and validated the configuration on
  existing emvironment for PeopleTools Only Upgrade
• Ran and review UPGCOUNT, Alter -Audit, SYS and DDD Reports.
• Identified the usage, criticality, frequently used processes and
  modules in the application by raising Firecall Id’s for the production
  environment.
• Identified customized peopletools objects and retrofitted the objects
  in upgraded version.
• Prepared Unit test plan and Master test plan document and executed
  test cases.
• Weekly status report preparation and distribution.

Software Skills: PeopleSoft HRMS 8.8 & Peopletools Ver (8.44 to 8.50)

Hardware Skills: NT 2000 to 2008

Database: SQL Server 2008

Domain: Banking/ Finance

• Developer in ING CRE Financial Transformation is a transformation project of ING Financial services from its application PeopleSoft 9.0 to PeopleSoft 9.1 for their financial operations in the European region.
• Analyzing Business requirements and preparing Technical
  Design documents
• Developing and Customizing Online pages, PS Queries,
  Crystal reports and ExceltoCI.
• Preparing Unit Test Plan documents and carrying out Business Process Flow testing.

Software Skills: PeopleSoft FSCM 9.0, 9.2 & Peopletools Ver 8.2, Crystal Reports V.8

Database: Oracle 11g

Domain: Insurance/ Finance