Embed Size (px)
Citation preview
Technical Solution Manager / Scrum Master / Salesforce Consultant
Charlie Havens– 1635 E. Hyde Park Blvd., Chicago, IL 60615 Cell: 773-848-0154 | Email: [email protected] | LinkedIn: http://www.LinkedIn.com/in/charliehavens
I love discovering, articulating, and solving business needs. The process of growing and governing a business fascinates me. I manage collaborative agile environments with open communication and focused on best practices.
Essential Skills & Strengths
● Collaborative solution builder ● Integrity ● Grit ● Community builder
Salesforce Leadership
Chicago Salesforce Partner User Group (PUG) founder (2013) & co-leader– started with 12 people. 10 meetings later, 200+ participants,135+ members. The largest most vital PUG in the U.S., our purpose is to find ways to collaborate with each other in expanding our common pie and growing our Salesforce businesses.
Salesforce Related Presentations
SF Dreamforce 2015 facilitator for session: “Salesforce Partner Meet Up – Central Region”.
Salesforce’s Partner Roadmap Webinar, presented “Salesforce Summer ’15 Release for Sis”, June 4, 2015.
Southern Indiana Salesforce User Group, presented app, “RPaaS– Recruiting Platform as a Service”, Jan 8, 2015.
Dreamforce 2014 presentation leader for session, “Partner User Groups: Why Organize a PUG for Your Area?”
Chicago Nonprofit User Group, presented, “Salesforce Spring 14 Release Review,” April 20, 2014.
Chicago Suburban Salesforce User Group, presented, “Salesforce Spring 14 Release Review”, Mar 6, 2014.
Chicago Suburban Salesforce Developer User Group, presented, “Certs…Passing the Exams?” Feb 12, 2014.
Chicago Suburban Salesforce Developer User Group, presented, “…Build…Career…[on] Salesforce” Dec 3, 2013.
HandsOn Tech Suburban Chicago, 2 workshops: “Salesforce for NonProfits, An Introduction”, 2012 & 2013.
Salesforce AppExchange ISV Partner, Click & Pledge’s 26-session webinar series, "The Experts Talk", presented four of the 26 webinars for nonprofits implementing or extending Salesforce.com. “From Spreadsheets to Data Eco-System, What are the Considerations?”, July 11, 2012 “5 Words You Never Want to Hear "You didn't have a back-up?!”, August 22, 2012 “What's Your Problem? ...and will Salesforce solve it?”, October 3, 2012 “So What Have We Got Here? Starter Pack vs Build Your Own...?”, November 14, 2012
IL. Volunteer Management Conference, presented, “From Spreadsheets to a Data Eco-System”, August 9, 2012
Recent Certifications
Salesforce Certified Platform App Builder (SU15), September 14, 2015
Salesforce Certified Sales Cloud Consultant (SU15), July 24, 2015.
Salesforce Certified Force.com Developer (WI13), March 15, 2013.
Salesforce Certified Advanced Administrator (WI13), December 18, 2012
Salesforce Certified Administrator, 2010, 2012
SteelBrick Certified Administrator, June 2015
Apple Certified System Administrator (ASCA) 10.5
Apple Certified Technical Coordinator (ACTC) 10.2 -10.5
Global Tech & Resources (GTR)
T. Rowe Price via TekSystems: Technical Solution Manager and Scrum Master for Agile 18 person Salesforce Build Team. This team was part of larger 80+ team that crossed many systems and work streams. Nov 2015 -
Insurance Auto Auction : Salesforce Senior Administrator developing governance processes and best practices for four production Salesforce instances used by 8 business units. From business needs, my team develops epics and user stories– testing in sandbox and in production against acceptance criteria. 2015.
Adar IT ’s self implemented Salesforce and Pardot required optimization, appropriate integration, and best practice processes. As Lead Salesforce Consultant, managed development of SOW to review/analyze business processes, Requirements Document, and a Solution Design Document. 2015.
Center for Companies that Care (CTC) required a tracking/evaluation system for their mentoring programs that pair company employees with children needing assistance in becoming college ready. 2014-2015. CTC had previously implemented Salesforce, but not understood the data model and the result was not
workable. Required creating an appropriate data model and moving existing org to new org. I sold the project, ran the business process review, and managed development of the solution design.
GTR’s RPaaS– Recruiting Platform as a Service, a Salesforce AppExchange app developed by GTR. Developed its marketing and pre-sales strategy, including website creation, RPaaS.us. Developed user stories based on customer demos and tested production for user acceptance.
Authentify (GTR subcontracted under RightPoint Consulting), a security firm providing two-factor authentication systems to banks, needed a secure tool to report to those bank customers the successes and failures of those authentication sessions. GTR migrated an on premise solution to Salesforce. We provided their customers access to their aggregate session data analytics through a Salesforce Customer
Community. This implementation required automation, including implementation of batch Apex, Visualforce pages, Triggers and many other force.com prebuilt components. Security was a critical priority and getting the access controls right was critical to this project’s success.
GTR made it possible for Authentify’s customers to use the Customer Community, to post and update support cases, and to add external customer users to the Customer Community.
Conducted business process review and developed the high-level solution. Verified test results. 2014 – 2015.
Fusion Framework Management (AppExchange app) is one of the best solutions available for enterprise customers needing to manage risk assessment and business continuity activities. This app produces many very large documents that need to be managed. GTR built a unique document management security and management system based on Conga Document Generator. Fusion was looking for a way to use Conga without each of their customer paying for a separate Fusion Risk
license. The solution, among other things, integrated Conga Workflow and Conga Conductor in such a way as to reduce the more expensive Conga Composer Licenses. The solution required designing/building a Visualforce page User Interface to implement the solution.
I helped sell the project and was involved in the business process review. 2014.
Indiana Lakeshore Dunes Learning Center (DLC) is an environmental learning center with an over-night campground serving Indiana and Illinois school districts with science curriculum for the middle grades. DLC required a school district contract and camper management system. Sold project, managed planning, analysis, solution design, and training phases of the project. 2013
Columbia Colleges’ Chicago Center for Arts Partnership Convergence Research Project (CCAP) required a mobile solution for tracking the activities of 40 consultants in Chicago Public Schools for the purpose of researching the effectiveness of an education model. 2013 GTR created a solution keeping costs low using Chatter Plus licenses with Salesforce1. Sold project, ran the business process review, created the solution, and trained the trainer.
GTR ’s Admin and Developer Certification Training for taking Salesforce certification exams. 2013-14. Worked with GTR’s India support team to develop lecture materials. Taught six forty-hour sessions. Classes dropped, after Salesforce started prompting Salesforce University.
Internal Projects at Current Employer: Global Tech & Resources (GTR)
Marketing and selling of GTR’s products and services– Blogs, Social Media, Webinars, Slideshares, Product Demos, Messaging, Email Campaigns, Prospecting, and Finding Solutions for Prospects. 2013
Productized GTR’s small Salesforce implementation projects. Created website to support: CRMjourney.us. 2015.
Marketed packages to Chicago’s Salesforce Account Executives and sold to end customers. May 2015 –
Selected and developed GTR’s partner relationships. Rebuild www.gtr.net to feature partnerships. May 2015 – Steelbrick CPQ , configure, price, and quote AppExchange app. GTR implements for their clients. RevenovaTMS , transportation management system AppExchange app. GTR implements for their clients.
Ideation and project manager for Play-the-Game, free WordPress practice exams for studying for the Salesforce certification exams. Fall 2013.
Business Service Contracts, as Wooded Isle Inc.
Salesforce Administrator / Consultant / Principal – May 2010 to PresentWooded Isle Inc., d.b.a. 501c3 Technologists – Chicago, ILImplement and administer Salesforce.com for small nonprofits.
Columbia College, Center for Community Arts Partnership , May 2012; Extended Salesforce by creating declarative app to track contracts, between Columbia College’s Center for Community Arts Partnership, their Teaching Artists and CPS Teachers; installed student volunteer management app; and tutored their Salesforce admin in data organization and profile management.
Epilepsy Foundation of Greater Chicago , Dec 2012; Evaluated needs, reviewed options, and implemented case management system, Penelope By Athena Software.c
Taproots, Inc ., Sept 2010 – June 2012; Implemented Salesforce.com Nonprofit Starter Pack for sex education program– tracking of multiple courses with multiple sessions in multiple schools with multiple trainers and statistics per child, trainer, & course title. Determined requirements, designed solution, cleaned & imported Contact and Account data. Tested.
Better Boys Foundation , August 2011; Managed review of unmanaged Nonprofitforce template and data; evaluated process to export all data and start over using managed package, NonProfit Starter Pack (NPSP), map current data, and import to NPSP.
Congressional Candidacy of Raymond Lodato , Sept – Dec 2011; Configured initial implementation of Salesforce.com, setup donation system using Click and Pledge, managed web site development, Google Apps for Business, and Facebook.com account. Conducted testing.
Kendall College Charitable Trust , July 2011 – June 2012; Implemented Salesforce.com Nonprofit Starter Pack, Auctions app, and Apsona for Salesforce app to track scholarship fund raising via annual diner with silent auction and other events; and granting of scholarships to students; cleaned data and imported from multiple spreadsheets. Conducted testing of data.
IT Managed Services, Apple Network Consultant / Principal – 2004-12Wooded Isle Inc., d.b.a. Wooded Isle Computer Consultants – Chicago, ILProvide managed IT infrastructure support and implementation services for small nonprofits in cross-platform environments, but with a heavy standardization on Apple systems.
Epilepsy Foundation of Greater Chicago , Jan 2011-12; Transitioned from WinTel to cross-platform environment of Apple server, 17 Apple & 3 WinTel clients. Transitioned from MegaPath hosted Exchange Email to Google Apps for Business.
Illinois Caucus for Adolescent Health , 2008-12; Monitored and managed network of Apple server and 15 cross-platform clients.
Chicago Arts Partnerships in Education , 2006-12; Provided “break-fix” services for Apple network of 12 clients. Implemented Filemaker Pro based database, NorthStar Db, 2006.
Better Boys Foundation , 2006-12; Transitioned client from Windows based network to 3 Apple servers and 90 Apple clients. Monitored and managed network. Managed re-development of video-centric WordPress web site.
Education
Tabor College, Hillsboro, KS – Bachelors of Arts in Social Work (B.A.S.W.) 1978
Culinary Institute of America, Hyde Park, NY – Associate in Culinary Arts. 1986.
