Salesforce Project Manager at AGS Financial Group.
Systems engineer with twenty-six years in technology and fourteen with Salesforce. I design, build and govern platforms that real teams use every day: today, the Salesforce org of a financial advisory firm with six offices across Australia.
I started in Colombia in 2000 with management information systems, databases and web applications. Since 2012 my work has centred on Salesforce, across Australia and Colombia: administration, data models, integrations, and project and team management.
I have configured and grown the platform in consumer goods, education, solar energy, non-profit and financial services. Along the way I learned that almost no problem is technical: it is usually a badly defined process, data that doesn't talk to each other, or a decision nobody made.
Each row is a role, and its bar shows how long it lasted on the same 2000-to-today scale. Blue marks the Salesforce roles, which start in 2012.
I run the firm's Salesforce projects: prioritising needs, designing solutions and coordinating every change to the platform used by planners, brokers and service teams.
Senior Salesforce consultant on client projects.
Configured and administered Salesforce for over 4,000 users in three countries. Led a team across two locations, the daily help desk and a monthly review of limits and risks.
Information systems for the public sector.
Data model, de-duplication with Data Loader, pipeline dashboards and integration with Conga Merge and Outlook. Moodle for over 3,500 users and the WorkPlacement portal.
Analysis, development and rollout of Salesforce CRM, plus infrastructure, budget and systems security.
Nine web forms with card payments through eWay and a fundraising and events reporting application.
iPhone/iPad kit for sales, service and stock-take, plus customer and barcode-based shrinkage systems.
Web system to monitor freight loads nationally, and management reporting for the leadership team.
Management information for decision-making.
Four projects from my career: the starting problem, what I did, and what changed.
An enterprise rollout needed someone to configure it, keep it stable and grow it with the business.
Objects, roles, security profiles and workflow rules, with impact analysis before every release. A team across two locations.
Daily help desk, training, and a monthly review of limits and risks so improvements were decided with data.
Very basic use of Salesforce, duplicated data and work placements handled by hand.
A tailored data model, clean-up with Data Loader, pipeline dashboards and integration with Conga Merge and Outlook. Moodle and the WorkPlacement portal.
Students apply for placements online and management follows the pipeline on dashboards.
Member and event data captured by hand, with no online channel to register or pay.
Web forms connected to the database with card payments through eWay, and a reporting application for the teams.
Memberships, events, voting and the Christmas Appeal moved to online capture and payment.
The CRM has to carry the daily work of planners and service teams and evolve with the business.
I run the firm's Salesforce projects: priorities, solution design and change coordination.
One platform in continuous development for over eight years.
We were swimming in the kiddie pool as far as Salesforce was concerned until Armando showed up. With his depth of knowledge, he has and has continued to expand the way in which we use Salesforce and integrate it with our other software solutions. An invaluable member of our team.
For an opportunity, a collaboration or a Salesforce question, write to me. I reply within 48 hours.
