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Professional Overview

Around 12 years of IT experience and a forward thinking, committed SFDC Project Manager
with a proven ability to meet agreed deadlines, co-ordinate work and work to defined testing
methodologies within a structured environment
Exceptional ability to maintain and build client relationships, frequent travel meeting one on
one with clients, able to comfortably converse with all facets in the clients organization
Able to communicate and build/maintain relationships with internal and external partners to
ensure the delivered services meet the needs of the stakeholders, including the ability to
provide status at the executive level
Experienced in forecasting resource demands, establish the budget for development
portfolio and manage them successfully
Successfully established and implemented the project management processes and
methodologies for the project/program test community to ensure testing activities are
delivered on time, adhere to high quality standards and meet customer expectations
Experienced in identifying and prioritizing development/testing related risks and mitigation
approaches to achieve the goals of the project
Experienced in co-ordinate the activities for people from different organizations and ensure
the activities meet the stated objectives
Analyzed, architected and designed the migration of data from the Lotus Notes systems into
a new instance of Salesforce.com
Brought in as SME on Salesforce.com architecture and development working closely with all
members of the SFDC analysis, development, integration, deployment and implementation
teams
Responsible for detailed mapping of Lotus Notes system data into target Salesforce.com
system
Created detailed project plan for the Notes migration, responsible for estimation, task
assignment, resource loading and budget tracking
Worked closely with the Lotus Notes & SFDC integration team to define and map system
objects, data elements and transformation logic between systems
Actively assisted the system administration and deployment teams on configuration,
deployment and implementation procedures and best practices.
Responsible for deployment to production including management of deployment logs and
go-live release schedule
Key contributor to the SFDC configuration and development standards documentation

Area of Expertise
Project/Program Management
Technology Deployment Cloud Computing Business Development .Software
as a Service (SaaS)
Strategic Planning Client Relations Process Improvement
Consulting .Change Management Solution Development
Team Leadership Application Testing & Deployment .Quality Assurance
Systems Engineering Sales Engineering Leadership Budget & Cost Control

Sundararajan Balakrishnan

Cell:

(735) 878-7341

Management Skills
Effective communication skills to interact with Clients and Business partners.
Effectively manage by quick learning and grasp of project requirements so as
to facilitate the team to speed up on the task handling.
Ability to manage cross-functional, multiple vendor and multi cultural teams.
Effectively managed the project financials and forecasting of the project
resources.
Effective team management, structured task tracking and comprehensive
status reporting to clients.
Effectively involved in training, motivating and mentoring offshore resources.
Excellent ability to maintain and build client relationships, able to comfortably
converse with all facets in the clients organization.
Result oriented: Ability to achieve the delivery targets within planned
timelines
Excellent understanding of Software Development Life Cycle (SDLC), involved
in various phases like Requirements, Analysis/Design, Development and
Testing.

Industry Experience
Insurance

Banking

Healthcare

Retail

Technical Skills Development


Sales force.com: Apex, visual force, SOQL, SOSL, Email template, formula,
Validation rules, apex trigger, workflow and approvals, App exchange, Eclipse,
sales force.com force.com IDE, Apex data loader, web services.
Lotus Notes/Domino: Lotus Script, Formula Language and Xpages
Programming language: C, C++, Java, DL/SQL.
Web technologies: Java script XML, HTML, XHTML.
Database: SQL server 2008/05/2000, My SQL, DB2.
Operating system: Windows 2007/05/03/XP/00/NT/98/95 MS DOS, UNIX.

Educations / Certifications
Master of Computer Application
from Bharathaidasan University

Project Management certification


from IBM

B.Sc. in Chemistry from Madras


University

Salesforce
Intermediate/Advance
Leavel certifications from IBM

Employment History
Employer

Location

IBM India Pvt. Ltd

Chennai

Page

2 of 13

Cou
ntry

Fro
m

To

Designation

INDI
A

Dec/
2005

Pres
ent

SFDC Project
Manager/Onsite

Polaris Software Lab


Ltd

Chennai

INDI
A

Jul/2
005

Softcell Technologies
Limited

Chennai

INDI
A

Apr/2
005

Indus software A
Business of R Systems
International Limited

Chennai

INDI
A

May/
2003

Nov/
200
5
Jul/2
005
Apr/
200
5

coordinator
System Engineer

Lotus Notes
Developer/Modul
e Leader
System Analyst

Associate Profiling
Associates Current
Role
Associates Role
Aspiration
Current Work Visa
Status
Personal Mail Id

Project - Delivery/ Onsite Coordinator


Newyorklife Life Insurance
Portfolio / Program Management /
Solutioning Manager
L1-Expired
sunbalab@gmail.com

Sundararajan Balakrishnan

Cell:

(735) 878-7341

Project Experience IBM India Pvt.Ltd


Clients
Name
Project
Name

Page

4 of 13

New York Life Insurance


:

:
Medicare Tax Letter

Rol
e
Dur
atio
n

Project Manager/
:
SFDC Developer

:
May 2014 Till Date

Project Overview:
Recruited to oversee Salesforce.com production support & Notes Migration
and new application release projects within newyorklife insurance/financial
services company. Supervised Salesforce Service Bureau team in design,
development, testing, and implementation. Serve as liaison between business
leaders and technical resources. Act as Program Manager, tracking and
monitoring all projects. Personally lead high-profile initiatives. Prepare
project plans, timelines, budgets, and mitigation plans. Notes to SFDC
migration data mapping and implementation.
Activity Highlights:
Interact with the project stakeholders, and manage their expectation
Develop/review project plan consisting of activities plan and milestones,
quality management plan, communication plan, resource management plan,
risk management plan
Ensure that the overall plan is kept updated and project activities are
undertaken and completed as per project milestones
Ensure that application documentation is as per defined standards
Ensure that project execution process are defined and implemented for
efficiency and optimum resource utilization
Suggest improvements in system development process / application areas
Provide guidance to technical leads and ensure continuous skill development
by proactively identifying training needs, and organizing training
Appraise team members performance as per defined process
Interact with third-party to agree project strategy and plan, product roadmap
Achievements:
Saved >$200K per year by eliminating Salesforce.coms Gold Production
Support contract and migrating more than 80% of support tasks to internal
Enterprise IT help desk.
Re-engineered Change Management process to ensure adherence to
corporate audit regulations, PMP methodology, and client requirements.
Enhanced efficiency by introducing automated project tracking and weekly
status conference calls.
Increased revenues by implementing internal cloud computing and
Salesforce.com information sessions that improved awareness and led to new
projects.
Established release management process for defect resolution that reduced
defects and costs.
Initiated centralized Salesforce.com solution tailored to growing volume of
inquiries from Investor Relations group. Solution reduced response
turnaround times and allowed query tracking.
Personally designed Workforce Planning and Employee Management solutions
for HR.
Environment:
Salesforce, Force.com, Visualforce, Apex, SOQL, Sales Cloud, Javascript,
jQuery, HTML, CSS.

Sundararajan Balakrishnan

Cell:

(735) 878-7341

Clients
Name
Project
Name

: New York Life Insurance

:
SAP Request Application

Rol
e
Dur
atio
n

: Tech. Lead/Manager

:
Apr 2013 May 2015

Project Overview:
This application was built as a supplement to the SAP Approval process in
regard to handling charges against Invoices, Trips and Requisitions. The
customers were looking to have a streamlined way of directing the Reviewers
back into SAP that did not require them to regularly log in, scroll through lists
and before taking action on submitted requests. We created a one step
process where designated Reviewers will receive notifications via email and
allow them to either hit an Approve or Reject option directly in their mail
without having to log in to SAP. After taking Action, the Subject field of the
emails will be marked with either Approved or Rejected with a date and time
stamp of when they had taken action. The Reviewers can now easily
determine which records still require attention. The SAP Requests Lotus
Notes database parses incoming mail from SAP to generate emails to
Approvers for reimbursement of Travel, Requisition and Invoice requests
submitted through SAP. Approvers review and can either approves or rejects
submissions by using the Approve/Reject buttons contained within their
email. This action in turn reaches back into the database and updates the
appropriate record.
The responses are captured in the application record
and the results of all reviewed submissions are FTPed back to SAP for further
processing.
Activity Highlights:
Manage the project team; Responsible for the deliverables; Dev Assessment;
Test planning, execution and control; Lead and execute all the releases part
of Mobile QA projects; Involved in the installation of various QA builds from
the build server; Tested all the functionality of Wall Street Journal; Performed
Sanity Testing on daily builds and sending Sanity Test Reports; Testing the UI
features in different languages; Providing status to the stake holders on a
daily and weekly basis
Achievements:
Meeting the stringent Timelines despite the numerous and diverse
applications.

Clients
Name
Project
Name
Page

6 of 13

: IBM Global Service, Canada


MFM
:

Rol
e
Dur
atio

Offshore Project
:
Manager
Aug 2011 June
:
2012

n
Project Overview:
The goal of this program is to replace Dow Jones Print Circulation
Applications currently hosted on a mainframe and to use the migration
project as a catalyst to introduce new business processes and capabilities in
key areas such as campaign management, and fulfillment and distribution
Activity Highlights:
As initial member setup the team (complete resourcing - 74), established
network connectivity and Managed Offshore MFM Team (team size - 22)
successfully and delivered PR1 release; Conducted a budget planning of the
project through walkthroughs and meetings involving various leads from
Development, QA and Technical Support teams; Lead and execute both
testing and releases during all stages of SDLC; Implementation of Cognizant
process tool C2.0 to bring and implement process in place for each releases
(Estimation, Test Plan, Test Case, Test Summary and Test Sign off reports);
Collaborate with developers and QA leads to improve testability, automation,
and tools; Escalate issues blocking Test Execution; Reprioritize testing based
on application stability and blocking issues; Daily Status Reporting to Dow
Jones QA Manager
Achievements:
First offshore member of this team, setup complete process and done DAG
auditing for every quarter
Meeting the stringent Timelines despite the numerous and diverse
applications.

Clients
Name
Project
Name

: Bank of New Zealand, Wellington

:
Data Center Server Migration

Rol
e
Dur
atio
n

Offshore Test
:
Lead/Manager

: June 2009 July


2011

Sundararajan Balakrishnan

Cell:

(735) 878-7341
Project Overview:
Data Center Migration is the process of transferring data center from one
location to another location physically. It is required when organizations or
individuals change computer systems or upgrade to new systems, or when
systems merge
Activity Highlights:
Handled Server migration testing for all phases (G1, DSC, CF1, BO, DNBI core,
CF2 and INTL Production cutover migration) Team size 32 covering UK,
Chennai, Coimbatore and Pune; Responsible for each phase Estimation, Test
Planning, Execution, Reporting, Defect Management and INTL server
implementation; Implementation of Cognizant process tool C2.0 to bring and
implement process in place for each releases (Estimation, Test Plan, Test
Case, Test Summary and Test Sign off reports). Walk through of test plan and
cases with Business and IT team; Coordinate Test Data Setup; Escalate issues
impacting Test Execution; Prepared white paper on Data Center Server
Migration.
Achievements:
Single POC for all testing projects in D&B Coimbatore during that phase.
Prepared MBM plan during production migration
Planned and Impletemented International server migration by visiting client
place Marlow UK

Clients
Name
Project
Name

: IBM Global Services, Ireland

:
TARGIT 7

Rol
e
Dur
atio
n

: Test Lead

: Dec 2008 June


2009

Project Overview:
Liberty Mutual offers Claim and Incident inquiry and reporting facility to its
customers through the RISKTRAC system and Safety Vision applications.
Liberty Mutual has initiated a project named TARGIT 7 to replace these
disparate mainframe and client-server based systems with a new userfriendly, distributed, rich internet based system
Activity Highlights:
Manage the project team; Responsible for the deliverables; Test Planning,
Execution and Defect Tracking; Ensure that offshore understand the
functional and application knowledge with respect to testing point; Test
Execution reporting and Test Summary reporting
Achievements:
Weekend testing was well planned and implemented

Project Experience Polaris Software Lab Ltd


Clients
Name
Project
Name

Page

8 of 13

: Standard Bank of South Africa (SBSA)


SAP BP (KAP Phase)
:

Rol
e
Dur
atio

Test Lead/Senior Test


:
Analyst
June 2008 Nov
:
2008

n
Project Overview:
All customer data will be passed to SAP BP from various partners system
includes, BDS, VAF, Home loan, CPS, Credit etc. SAP maintains the CDG
(Customer demographic group merge, link/de-link and update case
activities)
Activity Highlights:
Co-ordinates with SBSA manager, various Subject Matter Experts (SME), for
the KAP activities ( as per KAP and parallel performance plan); Co-ordinates
with SAP Application development team in getting release and project details;
Ensure smooth knowledge transition happen between offshore and on-site KT
delivery team; Responsible for maintaining the day to day KAP/KT status plan
and the offshore training status as well.
Achievements: Received good rating for play back session during KAP Phase

Clients
Name
Project
Name

: AVIVA - NUI

:
MI Finance

Rol
e
Dur
atio
n

Test Lead/Onsite
:
Coordinator

: Aug 2006 May


2008

Project Overview:
Testing all the projects part of SIP - The Single Insurance Platform (SIP) is a
program of change with the objective of delivering one IT platform to support
personal lines business across all Norwich Union General Insurance business
channels. It will replace N200, N201 and HUON with EXCEED through lift and
shift activity.
Activity Highlights:
Co-ordinates with NUI manager, various Subject Matter Experts(SME),
Business Users and with offshore project teams; Co-ordinates with
development team in getting effort estimations or estimation approvals;
Ensure tested data is been provided for UAT in Oracle region with all updates
in WTL; Co-ordinates with offshore team to resolve queries and issues; Sends
status reports on a regular basis to Wipro Onsite/Offshore delivery manager
Achievements: Ensures that application and execution process knowledge is adequately
documented

Clients
Name
Project
Name

: Hartford Insurance

:
PLA Auto

Rol
e
Dur
atio
n

Module Lead/Onsite
:
Coordinator

: June 2005 July


2006

Project Overview:
The PLA auto application creates maintains and reports policies for The
Hartfords Personal Lines Auto business.
Activity Highlights:

Preparing test objectives, test cases based on requirements; Execution of all frontline
Insurance applications in IMSV/W (User Testing); Given transition to all the team members
about MCS, MFE, INFO and creation of all Insurance transaction types using Pave Client as
part of KAP plan; Co-ordinates with onsite team day to day work
Achievements: Meeting the timelines

Sundararajan Balakrishnan

Cell:

(735) 878-7341
Clients
Name
Project
Name

Rol
e
Dur
atio
n

: Key Bank Buffalo

:
IRS & RRS

: Module Lead

: Aug 2006 May


2008

Project Overview:
The Retirement Reporting System is a vendor developed (Checkfree)
mainframe application. The Retirement Reporting Service of Key Bank uses
RRS for maintaining information related to retirement plans
Activity Highlights:
Involved in the Analyzing and Creating Jobs, Procedure, Programs and
executing Unit test and SIT cycles; Point of Contact to execute all base
projects related IRS Year End cycles
Insurance
Banking
Healthcare

Retail

Project Experience Softcell Technologies Limited


Clients
Name
Project
Name

: Standard Bank of South Africa (SBSA)

:
SAP BP (KAP Phase)

Rol
e
Dur
atio
n

Test Lead/Senior Test


:
Analyst

: June 2008 Nov


2008

Project Overview:
All customer data will be passed to SAP BP from various partners system
includes, BDS, VAF, Home loan, CPS, Credit etc. SAP maintains the CDG
(Customer demographic group merge, link/de-link and update case
activities)
Activity Highlights:
Co-ordinates with SBSA manager, various Subject Matter Experts (SME), for
the KAP activities ( as per KAP and parallel performance plan); Co-ordinates
with SAP Application development team in getting release and project details;
Ensure smooth knowledge transition happen between offshore and on-site KT
delivery team; Responsible for maintaining the day to day KAP/KT status plan
and the offshore training status as well.
Achievements: Received good rating for play back session during KAP Phase

Clients
Name
Project
Name

Page

: AVIVA - NUI

:
MI Finance

10 of 13

Rol
e
Dur
atio
n

Test Lead/Onsite
:
Coordinator

: Aug 2006 May


2008

Project Overview:
Testing all the projects part of SIP - The Single Insurance Platform (SIP) is a
program of change with the objective of delivering one IT platform to support
personal lines business across all Norwich Union General Insurance business
channels. It will replace N200, N201 and HUON with EXCEED through lift and
shift activity.
Activity Highlights:
Co-ordinates with NUI manager, various Subject Matter Experts(SME),
Business Users and with offshore project teams; Co-ordinates with
development team in getting effort estimations or estimation approvals;
Ensure tested data is been provided for UAT in Oracle region with all updates
in WTL; Co-ordinates with offshore team to resolve queries and issues; Sends
status reports on a regular basis to Wipro Onsite/Offshore delivery manager
Achievements: Ensures that application and execution process knowledge is adequately
documented

Clients
Name
Project
Name

Rol
e
Dur
atio
n

: Hartford Insurance

:
PLA Auto

Module Lead/Onsite
:
Coordinator

: June 2005 July


2006

Project Overview:
The PLA auto application creates maintains and reports policies for The
Hartfords Personal Lines Auto business.
Activity Highlights:

Preparing test objectives, test cases based on requirements; Execution of all frontline
Insurance applications in IMSV/W (User Testing); Given transition to all the team members
about MCS, MFE, INFO and creation of all Insurance transaction types using Pave Client as
part of KAP plan; Co-ordinates with onsite team day to day work
Achievements: Meeting the timelines

Clients
Name
Project
Name

Rol
e
Dur
atio
n

: Key Bank Buffalo

:
IRS & RRS

: Module Lead

: Aug 2006 May


2008

Project Overview:
The Retirement Reporting System is a vendor developed (Checkfree)
mainframe application. The Retirement Reporting Service of Key Bank uses
RRS for maintaining information related to retirement plans
Activity Highlights:
Involved in the Analyzing and Creating Jobs, Procedure, Programs and
executing Unit test and SIT cycles; Point of Contact to execute all base
projects related IRS Year End cycles
Insurance
Banking
Healthcare

Retail

Sundararajan Balakrishnan

Cell:

(735) 878-7341

Project Experience Indus software A Business of R


Systems International Limited
Clients
Name
Project
Name

: British Telecom

:
Customer Focused Billing - CFB

Rol
e
Dur
atio
n

: Team Member

: June 2002 April


2003

Project Overview:
CFB is designed to be a world class billing system for British Telecom (BT).
This project is to enable BT maintain and increase its presence in the market
amid severe competitive pressures by developing a billing system that is
comprehensive, flexible and futuristic. The objective of CFB is to facilitate
billing a customer for usage of BTs services
Activity Highlights:
Involved in the preparation of test plans for the problem requests (SRs/PRs)
received as a part of the system release and execute the test cases for
complete testing of the problem requests also involved in delivering the SR
releases
Achievements: Meeting the delivery timeline

Clients
Name
Project
Name

: Qwest Communications

: PCS Wireless - Personal


Communication Systems

Rol
e
Dur
atio
n

: Team Member

: Aug 2001 May


2002

Project Overview:
QWEST is a telecom company, which is having business in 14 states of the
United States of America. It provides a vast range of residential and business
services to its customers. PCS or CARE2000 or C2K all referred to PCS
Wireless.
Activity Highlights:
Preparing the Impact Analysis for problems, Coding & testing and also
delivering Low level design (LLD), Unit test plan (UTP) & Unit test result (UTR)
documents prepared as per SEI-CMM level 5 standards
Achievements: Meeting the timelines

Clients
Name
Project
Name

Page

: GSTPA

: PCS Wireless - Personal


Communication Systems

12 of 13

Rol
e
Dur
atio
n

: Team Member

: Dec 2000 Aug


2001

Project Overview:
The Global Straight Through Processing Association (GSTPA) is an industry
association opens to all investment managers, brokers/dealers and global
custodians involved in the processing of cross border trades.
Activity Highlights:
Preparation of low level design specification, Conversion of specification to
code, Preparation of Unit Test Cases, Unit testing, and Integration Testing
Achievements: Supported the Testing and User Pre acceptance team came from onsite