Sudhakar M

Experience

1. Business Analyst

   Act21 Software

   Oct 2022 — Present · Noida, IN

   Collaborated with business stakeholders and product owners in the Banking and Financial Services (BFSI) domain to gather, analyse, and document business requirements for Salesforce implementations.• Conducted requirement workshops, gap analysis, and impact assessments to translate business objectives into functional Salesforce capabilities.• Created detailed BRDs, FRDs, user stories, and process flow diagrams• Configured custom objects, fields, validation rules, Flows, approval processes, and Lightning pages to streamline banking workflows such as lead management, customer onboarding, and loan processing.• Extracted, cleansed, and analysed large data sets using SQL and Excel to identify business trends, validate migration, and ensure data accuracy in Salesforce.• Built real-time reports and dashboards in Salesforce and Power BI to provide insights on customer engagement, portfolio performance, and sales productivity.• Supported UAT (User Acceptance Testing) by preparing test cases, validating results, and ensuring smooth deployment across banking operations.• Conducted end-user training and created knowledge documentation to support CRM adoption and enhance operational efficiency.