About me

Salesforce Consultant, Architect and Subject Matter Expert with a consultative approach to problem diagnosis, client visioning, and solution delivery. Over 30 years in the software/digital industry and a strong track record of working with company leaders to drive business transformation across CRM, Sales, Service, and Marketing on a global scale.
MBA qualified and Salesforce Certified (20 certs).
Worked on over 40 Salesforce projects. Experience includes:
– Leading discovery & definition workshops with client business stakeholders.
– Road-mapping, strategy, visioning, and business process mapping.
– Solution design and architecture across multi-cloud environment and enterprise systems spanning marketing, sales, CPQ, billing and service
– User story backlog creation, Sprint planning and Scrum delivery.
– Sales Cloud, Service Cloud, Community Cloud and CPQ/Billing configuration.
– APEX and Visualforce development.
– Salesforce Industries (Vlocity) discovery design.
– Integration technologies – REST, Talend, Azure, Workato, Boomi
– Deployment management and data migration.
– End user training and business change support.
– Building and managing development teams including offshore development.
– Commercial proposals, estimating and statement of work documentation.


IT business analyst, architect or systems designer Management consultant or business analyst


CRM / Email Marketing Customer Relationship Management (CRM) Business Analysis Business Analysis / Requirements Gathering Business Analysis / Requirements Scoping Business Process Improvement Apex (Salesforce.com, Inc) Solution Design / Architecture Agile & Waterfall Methodologies Scrum Client Engagement & Project Scope Client Requirements Gathering