Project Delivery and Objectives:
Labware (CPQ Document Generation)
- Developed innovative solutions to enhance customer experience by automating document generation using Salesforce CPQ.
- Collaborated with business teams to gather and translate requirements into clear, detailed specifications for CPQ document automation.
- Ensured that the solutions provided a seamless user experience, met the business needs, and automated key processes.
Airgas (Territory Management)
- Partnered with business teams to design and implement territory management solutions within Salesforce CRM.
- Advocated on behalf of stakeholders to ensure territory management configurations aligned with business goals, improving efficiency, and sales performance.
- Led UAT planning, including writing test scripts, and coordinating the acceptance sign-off for territory management enhancements.
Spark (Nintex Document Integration)
- Led the integration of Nintex Document Generation with Salesforce CPQ to automate document creation and management.
- Worked with IT and business teams to ensure integration solutions met business requirements, delivering a streamlined, efficient process.
- Managed the UAT process, including test script creation, and coordinating user acceptance sign-offs.
Momentus (Full CPQ Implementation)
- Managed the end-to-end implementation of Salesforce CPQ, overseeing project planning, execution, and delivery.
- Collaborated with cross-functional teams to ensure that CPQ configurations met business requirements, and improved the overall sales process.
- Led UAT planning and execution, wrote test scripts, managed the UAT process, and secured user acceptance sign-off.
Armored One (Full CPQ Implementation)
- Delivered a full Salesforce CPQ implementation, focusing on streamlining sales processes, and enhancing the customer experience.
- Partnered with IT, development teams, and stakeholders to manage project timelines, issue resolution, and change management activities.
- Ensured successful project completion by creating and monitoring project plans, and addressing any issues that arose during the implementation.
The Future Perfect (CPQ Product Configuration).
- Worked on CPQ product configuration to meet the unique requirements of the business, optimizing the quoting process.
- Collaborated with business teams to gather and translate product configuration needs into actionable CPQ configurations.
- Ensured a seamless user experience by managing UAT and coordinating the approval process for product configuration changes.