SAP CRM/ERP/Banking Consultant/Analyst

Ing. Claudina Angelino

e-mail: mcangelino@gmail.com




Over 10 years of consulting experience helping clients to map, diagnose, redesign and improve their business processes, and helping deliver project management services in a strategic and operational level. Main areas of experience include: IT, Management, Analysis, Redesign and Improvement of Processes and Gap Analysis, across various areas and industries and specializing in Banking

WORK EXPERIENCE


Axxiome Group – USA (current employer, since May 2011)

• BRDE Bank (Brazil) CRM 7.0 and Account Origination Implementation Project (banking)
Responsibilities in this project:
Project planning including integration with Banking.
First phase: analyzing business processes, gathering requirements, mapping the solution, mapping fields from legacy system to CRM-AO
Deliverables: BBPs:
-BP
-Account Origination
-Marketing
-Products

Now at configuration phase, my responsibilities include configuration for:
-BP
-Fs Quotation
-Opportunity
-Lead
-Marketing Plan
-Marketing Campaign
-Product Master
(including Web UI Configuration)
Other deliverables included: Project plan, Functional Specifications, Configuration Manuals, Training Material.

• PEMEX Mexico. CRM & Account Origination Implementation Project
Training. BBPs revision. Configuration support.

• ATB Bank Canada CRM & Account Origination Implementation Project
BBPs, post go live support.

• Pre-sales activities and delivering proposals for CRM & Account Origination
-Banco de Crédito e Inversiones, Chile;
-BRDE, Brazil;
-BCP, Bolivia;
-National Bank, Montreal, Canada;

• Training
I performed several CRM & Account Origination trainings in: Uruguay, Poland, Mexico, Argentina, Brazil (both internal and external trainings).


Deloitte&Co
INNOVA Bancolombia SAP CRM &AO Functional Consultant
SAP CRM 7.0 and Account Origination Implementation
Industry: Banking

• Methodology: ASAP
• Analysis and definition of processes, BBPs design for Loans, BP, Marketing, Document Management. Functional documentation, functional specs, customizing, testing.
• Account Origination process
• Lead, Opportunity, FS Quotation, BP, Collaterals
• BRFs for Client segmentation
• Interactive forms design
• Transaction Launcher
• Pricing

Deloitte Excelence Centre SAP CRM Functional Consultant
Implementation of Standard SAP CRM 6.0 Solutions
Industry: Finance / Cross-industry solutions

• Analisys and mapping of standard banking processes (Banking and CRM).
• SAP CRM Sales, Marketing and Sales configuration.
• Organizational structure
• BP

Global Crossing Senior Consultant
SAP ERP Implementation- Global Crossing
Industry: Telecommunications
• Process documentation, As-Is and To-Be Analysis, Process and requirements design. Business Blueprint Design.
• Business Case Design.

Gobierno de la Ciudad de Buenos Aires SAP CRM Functional Consultant
SAP CRM 2007 Implementation
Industry: Public Sector
• SAP CRM 2007 Marketing Module Implementation.
• Process documentation, As-Is and To-Be Analysis, Process and requirements desing. Business Blueprint Design.
• Business Partner configuration.

SAP ERP Implementation - Plastic Omnium Senior Consultant
Industry: Automotive
• Process Diagnosis. Project design.
• Process documentation, As-Is and To-Be Analysis, Process and requirements desing. Business Blueprint Design.

ERP Implementation - Sulfoquímica Senior Consultant
Industry: Manufacturing
• Process Diagnosis. Project design.
• Process documentation, As-Is and To-Be Analysis, Process and requirements design. Business Blueprint Design.

SAP ERP Implementation – Santa Rosa Senior Consultant
Industry: Manufacturing
• Process Diagnosis. Project design.
• Process documentation, As-Is and To-Be Analysis, Process and requirements design. Business Blueprint Design.

INTI
Design of 200 industries in Venezuela Senior Consultant
Venezuela Government
Industry: Public Sector
• Design of productive and administrative processes and resources involved to start operating 200 new factories.

Regional Industry Development Senior Consultant
Government of Japan
Industry: Public Sector
• Supporting SMEs in a Regional Development Project in Japan

Development of Regional Industry Project Team Lead
Municipalidad de San Martín de los Andes
Industry: Public Sector
• Project management
• Training of junior consultants
• Training of SMEs leaders

Bravo Motor Company – Integral Costing System Design and implementation Team Lead
Industry: Automotive
• Project management

FERVI AIR SA Strategy Consultant
• Processes Reengineering

BAMBOO CONSULTING Strategy Consultant
Florindo Appo – Toyota System Implementation
Industry: Automotive
• Project management

I worked in more than 20 other projects in strategy consulting, reengineering, process analysis and design.

EDUCATION
? MBA in Financial Management (class of 2014)
University of Barcelona

? Industrial Engineer
University of Buenos Aires

TEACHING/TRAINING EXPERIENCE
? CRM-AO trainer at PEMEX – Mexico
? CRM-AO trainer at Axxiome Banking Academy – Buenos Aires
? CRM-AO trainer at Axxiome Banking Academy – Mexico DF
? CRM-AO trainer at Axxiome Banking Academy ¬– Wroclaw, Poland
? CRM-AO trainer at Axxiome Banking Academy ¬– Montevideo, Uruguay
? Economical Engineer Professor – Engineering – University of Buenos Aires
? Environmental Engineer Professor – Engineering – University of Buenos Aires
? Business Management Posgrade Professor – National University of General Sarmiento
? Management Courses for Enterprises Directors Trainer – Credicoop Bank – University of Buenos Aires
? Management Courses for Enterprises Directors Trainer – INTI (Instituto Nacional de Tecnología Industrial)
? Trainer at INCE (Instituto Nacional de Capacitación y Educación) Venezuela
? Lecturer at several events organized by INTI Buenos Aires, INTI Mar del Plata, INTI Córdoba, INTI Neuquén, Municipalidad de San Martín de los Andes, Gobierno de la Ciudad de Buenos Aires, Federación de Comercio and Industria de la Ciudad de Buenos Aires, etc.

COURSES
? Microsoft Dynamics AX – Microsoft - Santiago, Chile - May 2013
? SAP CRM – Deloitte – Buenos Aires, Argentina – April 2010
? SAP Account Origination – SAP Bogota, Colombia – October 2010
? SAP ERP – CurSAP – Buenos Aires, Argentina – January 2010
? SAP ERP – FI - CurSAP – Buenos Aires, Argentina – February 2010
? SAP ERP – CO - CurSAP – Buenos Aires, Argentina – February 2010
? SAP Cost Center Accounting – Buenos Aires, Argentina – February 2010
? Trainee for Japanese Government – Programme for Young Leaders – Japan, Year 2009
? BPM Bootcamp – Modeler Workshop – IBM – Buenos Aires, Argentina, April 2010
? The Financial Services Industry – Deloitte - Buenos Aires, Argentina, June 2010
? Banking Industry – Deloitte – Buenos Aires, Argentina, July 2010
? Communication for Management – INTI – Mar del Plata, Argentina, 2008
? Project Management Specialist – UTN-PMI, 2008
? Costing Engineering – University of Buenos Aires, Argentina, 2009
? Leadership and Communications – INTI – Buenos Aires, Argentina, 2008
? Economical Engineering and Finance – University of Buenos Aires, Argentina, 2007
? Continuous Improvement Implementation in companies – INTI – Buenos Aires, Argentina, 2007