Branch, Teller, and Call Center CRM System Replacement Project

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Client Requisition

Project Description: Designed and developed all middleware components for new Branch, Teller, and Call Center Customer Relationship Management (CRM) System. The new system replaced three different front-end systems, one used by Tellers, one by Branch Customer Service Representatives, and one used by the Call Center.

Application Description: Branch, Teller, and Call Center Customer Relationship Management (CRM) System

Project Role: Software Engineer/Designer

Expanded Role Description:
• Conducted analysis to determine technical requirements and produce project estimates for the design, development, testing, and implementation of new EAI middleware components.
• Designed EAI middleware components to integrate CRM with various internal and external systems.
• Produced EAI design documentation utilizing Rational Rose, an UML modeling tool.
• Provided knowledge transfer and coaching to software engineers and development resources.
• Consulted and assisted with the development of EAI middleware components.
• Supported unit testing and integration testing of the new EAI middleware components.
• Supported implementation of the EAI middleware components into production.

Experience: Systems Analysis, Software Engineering using UML modeling tools to design and document EAI middleware components.

Technologies: Rational Rose/XDE/RSM, UML, XML, BizTalk

Industry: Banking