شاكيل إسحاق

Tools and Technologies: Dynamic CRM (365 on premise), Dot Net (4.0, 4.5), SQL Server (2016)
•Private Banking for Bank of Saudi Fransi: It is a customized Dynamic CRM solution to capture private banking data from back end into the CRM. It implements product catalog, sales literature, integrate with back end system of bank, customer 360 view (profile, accounts, loans, cards, products, alerts, opportunities, interaction history), prospect capturing, SLAs, user delegation, reports and dashboards.
Following are list of my responsibilities in this project.
•Gathering requirements from stakeholders (business and end user).
•Analyze requirements and create functional specification (High level diagrams, Process Flow diagrams) and Design CRM/xRM architecture, data import architecture and transformation.
•Developed project plan and update it regularly to track project. Sharing status with all stakeholders regularly.
•Creation of WBS and goals for the team members and provide technical assistance to other team members. Implemented different plug-ins and workflows to capture different operations.
•Coordinate with infrastructure team to build servers (DEV, QA, UAT, PROD).


CRM &

Managing CRM, Data Migration and Integration projects

Bupa Arabia

Tools and Technologies: Dynamic CRM (2016 on premise), Dot Net (3.5), SQL Server (2016), BizTalk (2016)
•ALJ.CRM: It’s a customized Dynamic CRM solution to capture marketing and services activities of Abdul Latif Jameel. The marketing team creates marketing list, running campaign, creation of opportunities, creation of new retail contracts, renewal of existing contracts and service cards. It's also integrated with Oracle finance and sale application through integrated application using BizTalk.
Following are list of my responsibilities in this project.
•Gathering requirements from different business units.
•Analyze requirements and create functional specification (High level diagrams, Process Flow diagrams). Design CRM/xRM architecture.
•Implemented different plug-ins and workflows to capture different operations.
•Provide technical assistance to other team members.
•Status reporting to PM
•ALJ.EAI: It’s an integrated solution to make the data consistent in different applications being used by different departments (Sales, Marketing, Service, Financial), developed in different languages and tools (Dynamic CRM, Dot Net, AS400, Oracle). Its developed using BizTalk that share and update data (customers, invoices) in all other required applications.
Following are list of my responsibilities:
•Participate in system design and architecture to make sure no gap based on BR document.
•Provide technical assistance to the integration team to extract and update data in Dynamic CRM.
•Conducted UAT

•ALJ.Payroll: It’s a custom integration solution to process the payroll of employees. It gathers payroll information from Oracle and allows manager of each business unit to encrypt and email to the bank for further correspondence

Tools and Technologies: Dynamic CRM (2016 on premise, 365), Dot Net (3.5), SQL Server (2016)
•Bupa CRM: It’s a customized Dynamic CRM solution to capture complete sales, marketing, and services activities of Bupa Arabia insurance company. It allows marketing team to create marketing list, running campaign, creation of opportunities, calculating insurance by using complex business rules and quoting to customers. It also allows creation of new contracts, renewal of existing contracts, membership cards and claims for the customers. It's also integrated with Govt. services for validation and gathering of personal information. Migration of legacy data into Dynamic CRM 2016 and upgrade of Dynamic CRM 2016 on premise to 365.
Following are list of my responsibilities:
•Identify the gaps in design of CRM/xRM architectures designed by Veripark based on BRG and business users’ input.
•Provide guidance and technical assistance to team members.
•Implemented business complex rules to validate data and calculate premium for corporate, family, and individual insurance based on a variety of factors using InRule and integrated with CRM through plug-in and WCF.
•Implemented different plug-ins and workflows to capture different operations.
•Release Management.
•Status reporting to PM and other stakeholders.
•Conducting UAT, end user training and support

Tools and Technologies: Dynamic CRM (2013 on premise, Online), Dot Net (3.5), SQL Server (2012, 2014), BizTalk (2006, 2010)
•Eworx CRM: it’s a customized on-premises CRM developed to capture leads, execute campaign, defining projects, plans and resource assignments for Eworx internally. It was developed by using CRM on premise and later migrated to online CRM. It is integrated with click dimension.
•Boards and Appointments tracking system: It covers tracking of all boards, seats, vacancies, Applicants of appointment department. This system allows public to submit applications from web portal against vacancies. It also covers security/sensitivity and different reporting. Data migration of legacy system to Dynamic CRM system.
•Scheduling system: It covers tracking of case, management of events, guest lists, email to guests and logging responses from guests to governors of Florida. This system allows public to submit their invitation to Governor for some events. It also covers security/sensitivity and different reporting.
•Corresponding Tracking system: It tracks all citizen problems, logging, assignments, resolution, and response back to citizen from Executive Office of Governors, Florida. This system has multiple outlook add-ins, one monitors an email account, log and create case in CRM as soon as an email of specific pattern arrives while second one allows to create new case, associate emails to existing case through human interaction. Email and Mail Merge Templates are extensively used in this system. It also covers security/sensitivity and different reporting.
•Executive Corresponding system: It tracks all incoming and outgoing letters of Governor office. Mail Merge Templates is extensively used in this system. It also covers security/sensitivity and different reporting.
•RSVP: It’s an event management for Governor Office. It allows creation of email templates, send invitations to mail lists, tracking responses. It also covers security/sensitivity and different reporting.
My responsibilities for CRM projects include
•Gather requirements (new systems and post deployment support) from Client representatives
•Evaluate software requirements and design system after analysis.
•Develop project plan and WBS. Identify and Resolve risks.
•Provide detailed status of project, including overall quality, milestones achieved and upcoming milestones.
•Provide development guideline, assistance to team and take part in development.
•Design CRM/xRM architectures, and custom solutions
•Developed various plug-ins, workflows, roles for these systems.
•Developed different portals that interact with CRM using C# and ASP.Net.
•Migration of existing data into CRM.
•Developed various reports.
•Integrate with SharePoint to store documents and create leads in CRM on download of any case study from SharePoint portal.
•Trained junior resources to CRM.
•Conducted customization and configuration training of CRM 2011, 2013.
•Care Transition System: It manages all processes of a patient, starting from appointment to medication, even it covers reports of coordinator that visit patients inside their home and look after their routine and medication. Each organization can define its own rules for managing patients. This system belongs to Independent Leaving System organization.
•Territory calculation: It calculates territory, depending upon different rules, developed in BRMS and update territory in MDM, SEIBEL, and Citrix systems.
•Migration from BizTalk

Tools and Technologies: Dot Net (3.0), SQL Server (2012)
•PORTHOS: At ZIN Technologies I was managing the Development (DOT Net projects only), Business Support and Data Migration functions of PORTHOS http://www.myporthos.com/. It is a M2M product developed for Wyless group UK http://www.wyless.com to manage a global, secure wireless data network which makes remote and/or mobile machines and devices to communicate with each other. Wyless provides connectivity across Tier 1, Mobile Network Operators in over 120 Countries, across 400 GSM and 200 GPRS Networks. This is globally deployed N-Tier application having 1000+ clients, 3000+ users, 200000+ connections and 3000+ price plans.
My responsibilities include
•Gather requirements from client representatives (Wyless and Mobile Network Operators)
•Evaluate software requirements to create time estimates
•Analyse requirements and create functional specification (High level diagrams, Use Case diagrams, Context diagrams, Process Flow diagrams, Activity diagrams).
•Identify and Resolve risks.
•Allocate resources on day-to-day tasks
•Managing Data Migration from legacy system to new system.
•Provide detailed status of each active project, including overall product quality, milestones achieved and upcoming milestones.
•Developed dashboards showing analytics of network traffic, price plans and network module allowing user to perform different operations on SIMs (Provisioning, Activation, De-Activation, Packaging etc.)
•Porthos WSF: It’s a collection of web services being used by different customers of this company to link their applications to automate their SIM operations. These web services were allowing SIM operations with different operators like T-Mobile UK, O2-UK, T_Mobile USA, O2Ireland etc. It allows both single and bulk operations.
•Async Response Service: This web service is developed to send back the response of bulk operations to clients at their registered web sites pages.
•I worked lonely on these web services projects, gathered requirements from Wyles and its operators, developed the functional specification, design, and developed these services, conducted UAT, registering different clients and conducting UAT with them

Tools and Technologies: Dot Net (2.0), SQL Server (2008)
•Contract Advantage: It is a line of software products that solve contract management issues for a wide range of industries and organizations (www.greatminds-software.com/clients.htm). Contracts form the basis of all business transactions. Contract Advantage will keep its user informed that who is responsible and when key actions must be completed. The automatic email-based alerts ensure that this information gets to the right people on a timely basis. The Document Repository provides the ability to share documents, and manage contract document versions, all protected by a well-defined security system. Other features, like Intellectual Property Management, Insurance Certificate Tracking, Asset Management, Contract Requisitions and more provide a broad base of capabilities to enhance any contract management function.
•Bio Tech Buildings: This web site is a marketplace for advertising laboratory real estate, information, and services essential for biotech companies, real estate brokers, developers, and property owners (www.biotechbuildings.com).
•Computer City: This web site is about the publicity of company’s products and online purchasing. Product categories can be up to 3 levels. Short description of all products of a selected category is available in the main content part of the page and detail of that product can be seen by clicking on the Icon of that product (compcity.net)
•Al-Bahar: This web site is about the publicity of company’s Products and Services. Product categories can be up to 3 levels. Short description of all products of a selected category is available in the main content part of the page and detail of that product can be seen by clicking on the Icon of that product and having discussion forums, both English and Arabic versions are available. Admin module can be used to create users with some security rights and a specific user can work in that’s limited area in the admin side (AlBahar.com).
•CRM: This web site is about the registration of clients whose purpose is the interaction b/w Nextbridge and its customer. All developers of a specific project can chat or ask query to a specific client and vice versa. Developer can update their Daily Status report on it, and it can be viewed by their respective clients.
•North County Limousine: This web site is about the Limousine services in San Diego.

My Responsibilities includes

•Gather requirements from team lead.
•Analyses of requirements and create functional specification
•Development