
Victor Basilio
Verified Expert in Product Management
Business Analyst and Product Manager
Calgary, AB, Canada
Toptal member since July 17, 2024
Victor is an IT professional skilled in business systems analysis, systems integration, CRM and ERP solutions, and project management. He combines exceptional problem-solving abilities with strong communication and interpersonal skills. Victor's patience, customer-centric approach, and enthusiasm for collaborative environments make him an asset in technology-driven settings. He has a fervent interest in and passion for Salesforce, ERP systems, systems integrations, and business analysis.
Project Highlights
Expertise
- Agiloft
- Business Analysis
- Dell Boomi
- Integration
- Marketo
- Salesforce
- Salesforce CPQ
- System Administration
Work Experience
Senior Business Systems Analyst
Blast Off Systems
- Headed the integration of manufacturing and finance systems to automate the flow of inventory and production data.
- Designed the primary configure-price-quote (CPQ) solution implementation tailored to the company's requirement to sell standalone and bundled products, aligning with customer needs.
- Oversaw the integration of sales and legal systems to enhance inter-departmental communication and the handling of sensitive customer data.
Project History
Sales-to-finance Integration System Optimization
Automated the transfer of sales-generated orders into the financial system, eliminating manual and repetitive tasks, mitigated data entry errors within the financial system, and enhanced financial reporting capabilities and data quality.
• Designing a technical solution to show how the integration should work.
• Creating an integration proof of concept (POC) and implementing the full solution.
• Creating and managing technical documentation.
• Communicating with main stakeholders and user experts from different departments involved in the project to gather feedback, new or changed requirements, and scope definition.
• Performing unit tests, integrating tests, and conducting UAT sessions.
• Coordinating and executing solution deployment in a production environment.
• Providing continuous support post-implementation.
CHALLENGE
Orchestrating the intricate integration of sales orders with complex product structures and multi-tiered parent-child relationships across product lines.
METHODOLOGY
We used Agile for this project and had weekly scrum meetings and sprint planning.
SKILLS
• Leveraged an integration middleware platform for CRM and ERP system synchronization.
• Used Apex and JavaScript for custom functionality scripting.
• Employed Atlassian suite for project management and documentation practices.
• Integrated Salesforce and NetSuite to facilitate low-code automation solutions.
Salesforce Campaign Attribution
Enabled campaign influence tracking in potential and committed deals with current and future customers for better return-on-investment (ROI) insights from marketing campaigns, delivering more effective data to marketing teams.
• Creating a technical outline to visualize the integration process.
• Developing a POC for the integration, followed by the actual solution implementation.
• Crafting technical documentation.
• Engaging with principal stakeholders and user experts from finance and sales departments to collate feedback, elicit new or changing requirements, and define project boundaries.
• Conducting unit tests, integrated tests, and leading UAT initiatives.
• Managing the coordination and deployment of the solution in the production environment.
• Offering ongoing support following the implementation phase.
CHALLENGES
• Comprehending the intricacies of the influence models for implementation.
• Verifying that campaign impact is accurately reflected by the correct revenue figures from associated deals.
METHODOLOGY
Agile
SKILLS
Salesforce automations, Apex, Atlassian suite, and Salesforce.
Salesforce CPQ Implementation
Streamlined a business sales process by implementing Salesforce CPQ functionality to align with product needs.
• Engaging with sales, legal, and finance stakeholders to capture business and system requirements.
• Implementing solutions technically and providing guidance to external consultants during the implementation phase.
• Overseeing technical deliverables to ensure that all functionalities meet the required business and system specifications.
• Serving as the principal technical resource, assessing the potential impacts on existing system operations and integrations.
• Demonstrating technical and business aspects of the solution to internal stakeholders.
• Conducting unit testing and leading UAT initiatives.
• Coordinating and managing the transition of the CPQ functionality into the production environment.
METHODOLOGY
Agile
Fusion and NetSuite Integration
Ensured seamless ERP integration of manufacturing data for purchasing and finance, reducing inventory update time from seven business days to one.
Our goal was to establish a robust integration that would allow for the efficient flow of manufacturing data into the company's ERP system, serving the needs of both the purchasing and finance departments.
To achieve this, we utilized an advanced middleware integration technology. This middleware enabled us to leverage various technical tools and approaches, including webhooks, Fusion, NetSuite, Restful APIs, and scheduled integration processes.
METHODOLOGY
Agile
Education
Bachelor's Degree in Information Systems
Estácio de Sá University - Rio de Janeiro, Brazil
Certifications
Salesforce Platform App Builder
Salesforce
Professional Scrum Product Owner I (PSPO I)
Scrum.org
Professional Scrum Master Level I (PSM I)
Scrum.org
Salesforce Certified Advanced Administrator
Salesforce
Salesforce Sales Cloud Consultant
Salesforce
Salesforce Service Cloud Consultant
Salesforce
Salesforce Administrator
Salesforce
Skills
Tools
Jira, NetSuite, Siebel CRM, Atlassian, Confluence, Autodesk Fusion 360
Paradigms
Scrum
Platforms
Marketo, Zoho CRM, Zendesk
Other
Salesforce, Dell Boomi, Salesforce System Administration, System Administration, System Implementation, Agiloft, Product Owner, Information Systems, Integration, Salesforce Apex, Salesforce CPQ, API Integration, Business Analysis, Contract Lifecycle Management (CLM), Programming, System Testing, IT Project Management, Salesforce API
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