01
Quote-to-Cash Modernization at Hyper-Scale — CPQ Decoupling & SKU Velocity
Owned enterprise architecture for the Sales, Finance, and Revenue Operations stack of a hyper-scale social platform — Sales Cloud, finance CRM, contract lifecycle, and downstream order-to-cash. Led incremental modernization of a deeply customized CPQ-centric ecosystem: extracted product catalog, pricing, and entitlement concerns out of the monolithic quoting flow into well-defined services, allowing the business to launch new SKUs and pricing models without re-platforming. Delivered $2M+ OPEX savings through platform consolidation and architectural simplification, while raising delivery quality 50% and cutting post-launch incidents 25% via formal architecture governance and an SFDX-based release model.
02
Global Support Platform — Service Cloud + CTI for Networking Hardware Leader
Lead architect for a global Salesforce support and service platform supporting the worldwide customer base of a networking hardware leader. Designed modular Service Cloud and Experience Cloud architectures that decouple front-end customer experiences from downstream support, knowledge, and operational systems — establishing integration contracts that allow workflows, automation, and analytics to evolve independently. Deep CTI integration (Vonage screen pop and routing), Service Cloud Voice for telephony-native agent experience, Omni-Channel skills-based routing, and entitlement processes with milestone tracking and SLA enforcement.
03
Enterprise Finance CRM — Contracts, Revenue, Procurement & Vendor Onboarding
Designed a Salesforce-based finance CRM unifying contract execution, revenue operations, sourcing, procurement, and vendor onboarding workflows for a global Finance organization. Built domain-bounded data models for contracts, revenue events, purchase requisitions, and supplier records — wired through API-driven integrations to ERP, treasury, and master-data systems. Replaced spreadsheet-driven processes with auditable, role-based workflows, while preserving the ability to evolve any single domain without cross-cutting refactors.
04
Sales Forecasting & Pipeline Engine — Sales Cloud + MuleSoft
Lead architect for a custom forecasting and pipeline-management platform serving a global sales organization with non-standard deal structures. Replaced legacy spreadsheet-based pipeline calculation with a Salesforce-native engine: custom forecast hierarchies, time-phased pipeline rollups, multi-currency normalization, and MuleSoft integration with internal data systems. Built design documentation and user flows for executive-level forecast review, with auditable variance analysis between commit, best-case, and pipeline.
05
Contract Lifecycle Management Modernization — Apttus CLM + Adobe Sign
Architected a contract lifecycle modernization for a global enterprise — Apttus CLM as the system of record for contract authoring, redlining, and approval routing, with Adobe Sign and DocuSign as parallel signature paths to support partner-of-choice variations. Designed clause libraries, approval matrices, and bidirectional sync between CLM and Sales Cloud opportunities. Built event-driven hooks so downstream finance, revenue, and provisioning systems could react to contract execution without polling.
06
National Grid DSBR — Energy Supply & Demand Balancing on Force.com
Designed and delivered a Demand-Side Balancing Reserve application on the Force.com platform for the UK's national electricity transmission operator. Backend Apex implementation of a complex savings algorithm modeling availability margins between supply and demand under cold-winter peak load — supporting decommissioning forecasts and capacity continuity decisions. Custom data model, validation framework, Visualforce UI, and a Salesforce-native mobile application for field engineers managing distributed reserve participants.
07
AI Agent on Salesforce — Anthropic Claude + Make.com + Experience Cloud
Designed and deployed a production AI assistant built on Salesforce Experience Cloud, using Anthropic Claude as the LLM backbone and Make.com as the middleware orchestration layer. Three-module integration scenario handles natural-language intent classification, knowledge-base retrieval with grounding citations, and contextual response generation — surfaced through a custom LWC chat interface with audit logging, prompt-injection guardrails, and graceful fallback to human agents.
08
Salesforce AppExchange ISV Products
Published two AppExchange products. Dynamic Data Table — a configurable reusable data-table LWC component with declarative column metadata, sorting, inline edit, and lazy loading. Check Limit — a governor-limit monitoring and org-health tool that surfaces consumption against Apex, SOQL, and storage limits in real time. Full ISV lifecycle: managed packaging, security review, AppExchange listing, customer support, and ongoing release maintenance.
REF·01
Multi-Channel SKU & Subscription Catalog Platform
Headless product catalog and pricing service decoupled from the CPQ engine — designed for businesses launching products simultaneously across direct sales, partner channels, marketplaces, and self-service. Models SKU lifecycle states (introduction, GA, deprecation, replacement) as first-class events, with attribute-driven pricing, ramp deals, mid-term changes, and proration baked in. Catalog and pricing changes deploy independently of CPQ rule changes — collapsing time-to-launch from quarters to weeks. Reference includes domain model, event taxonomy, integration contracts with billing and provisioning, and a phased rollout path that does not freeze in-flight quoting.
REF·02
Event-Driven Q2C Backbone — Domain Bounded Contexts & Saga Pattern
Reference architecture for a Quote-to-Cash backbone built on domain-driven principles. Bounded contexts for Quote, Order, Contract, Billing, Entitlement, and Provisioning — each owning its data, lifecycle, and integration surface. Salesforce Platform Events and MuleSoft as the event bus; saga-pattern orchestration for distributed transactions with compensation actions; idempotency keys, retry policies, dead-letter queues, and end-to-end correlation tracing. Includes failure-mode analysis, backpressure handling, and a phased migration playbook for organizations decomposing a CPQ monolith without business interruption.