Hrithik Menon

Led the integration ERP and Salesforce CRM, transforming business practices to enhance cost-effectiveness and improve user experience within the digital department of a $10m organization in the education and training sector

• Requirements Gathering & Solution Design: Collaborated with business partners to gather complex business requirements, ensuring alignment with project goals. Led discussions to design client-focused solutions that addressed key business needs
• Salesforce Implementation: Specialized in Salesforce configuration, customization, and integration, ensuring solutions met business requirements and adhered to the enterprise architecture roadmap. Prepared solution design documents, scope clarification, and quality assurance plans
• Agile Methodologies: Led the requirements management process in an agile delivery environment. Facilitated sprint planning, backlog management, and prioritization, ensuring timely delivery of Salesforce solutions
• Stakeholder Engagement: Worked closely with internal and external stakeholders to communicate project objectives, gather feedback, and manage scope and change requests
• User-Centered Design & Testing: Focused on user-centered design and usability, conducting user acceptance testing (UAT) and facilitating training sessions to ensure successful Salesforce adoption across departments
• Process Optimization & Documentation: Developed detailed use cases, user stories, and business process models to capture both functional and non-functional requirements. Documented current and future state processes to optimize workflows within Salesforce
• Data Analysis & Reporting: Utilized Salesforce's analytics tools to create data visualizations and reports, providing strategic insights to stakeholders and enhancing business decision-making
• ERP Integration & Microsoft 365: Led requirements gathering sessions with cross-functional stakeholders to identify and document business needs, ensuring alignment with Microsoft 365 ERP capabilities
• Workflow Optimization: Designed and optimized workflows for core business processes, enhancing operational efficiency and leveraging Microsoft 365's ERP modules
• System Integration & Data Migration: Collaborated with technical teams to map system integrations and data migration plans, ensuring seamless transition from legacy systems to the new ERP environment

Key Achievements:

• Led Salesforce CRM integration, resulting in a 30% increase in customer satisfaction and a 20% improvement in operational efficiency
• Successfully reduced development time by 20% through effective requirements gathering, stakeholder engagement, and agile delivery practices
• Designed and validated solution documents that effectively captured scope, requirements, and quality assurance guidelines
• Enhanced business process efficiency by optimizing workflows using Microsoft 365 ERP, improving operational productivity by 15%

Played a critical role in improving security processes and enhancing CRM workflows, including the integration of Salesforce, to support security initiatives and optimize client interactions

• Requirements Elicitation & Prioritization: Gathered business requirements from internal stakeholders and security teams, utilizing a variety of techniques such as interviews, workshops, and surveys to capture needs and align with organizational goals
• Solution Design & Documentation : Developed detailed use cases, user stories, and business process models to support Salesforce CRM and security initiatives. Worked closely with the development team to document technical requirements and scope
• Agile Methodologies: Led agile ceremonies, including sprint planning and backlog refinement, to ensure that business requirements were met in each iteration. Collaborated with cross-functional teams to implement improvements in security protocols and CRM workflows
• Process & Data Optimization: Identified key areas for operational improvement, using data analysis to drive strategic decisions and streamline security and CRM-related processes
• Training & Mentorship: Trained and mentored new team members on security systems, Salesforce CRM practices, and agile methodologies, contributing to improved team performance and project success
• CRM & Salesforce Integration: Assisted in the integration of Salesforce into the security operations, enhancing client management and improving the accuracy and efficiency of security related data handling

Key Achievements:

• Improved security system performance by 15% following the rollout of a new Salesforce-integrated security solution
• Reduced security errors by 20% through the development of a comprehensive training program for staff
• Increased operational efficiency by 10% by identifying and addressing key process inefficiencies through data analysis and stakeholder collaboration