Nana and Marshall are launching a new group in the Dallas / Fort Worth Area featuring Salesforce Automation and User Experience called Data Flow Wizards (DFW). We are excited to join them as they kick off this initiative and present their first topic - "Getting your Flow Backpack loaded up with the tools you need to blaze a trail!". Both Nana and Marshall bring so much to the table when it comes to Salesforce Flow and Automation. You won't want to miss this one!
Salesforce MVP / Solutions Architect
Business Enablement Lead
Administering Salesforce for over 11 years. Proud Admin-eloper, 3x MVP. Lightning Champion. Light development, heavy on reporting and automation. Experience with FinancialForce PSA & Accounting Apps as well as numerous other AppExchange solutions. Mid-size, multi-company, multi-currency Org that was struck by Salesforce Lightning in Oct 2017. Love speaking at events, collaborating with my Ohana, Yoga, Meditation, & Karaoke! “You Got This!”
Implemented FinancialForce PSA and FFA for 220 employees, including migration of data for 540 projects. Assumed responsibility for implementation during testing phase and successfully achieved go-live date.
Implemented Work.com for Thanks, Feedback, Coaching and Performance Summaries.
Identified and implemented JIRA and JIRA Capture for defect tracking and test case management.
Identified and implemented SAVO Sales Enablement for RFP management, Statement of Work creation, PowerPoint creation, and a standard library of all sales-related assets.
Identified and implemented Jama for requirements gathering and approvals, test case and test management and product development management.
Implemented Pardot for marketing automation, including website integration and tracking, social media integrations, email marketing, etc.
Identified and deployed Zoom, reducing conference call costs by 90%.
Identified and deployed Smartsheet, avoiding a Microsoft Project upgrade and reducing costs by 80% while improving the quality of the project management process and increasing customer engagement.
Lead the deployment and/or support of Google Apps for Business, Basecamp, Zendesk and Beanstalk.
Implemented project audit and escalation process using Earned Value metrics to identify projects at risk or in distress that required executive involvement and intervention.