Diego Montero

CRM Project Manager

Liaising with business for needs analysis:

• Follow-up meetings

• Requirements gathering meetings

• Analysis of obtained information and proposal of solutions

Management of vendors and their applications:

• Work meetings

• Review of documentation and deliverables

• Administrative tasks related to the project

Project tracking and management:

• Project follow-up meetings

• Manage risks and resolve potential problems and conflicts

• Report project status to stakeholders

Coordination of infrastructure and security:

• Understanding of application architecture

• Management of infrastructure-related issues

• Management of security-related issues

• Client requirements gathering, functional analysis, and technical management in the CRM field.

• Project portfolio management, tracking with involved analysts.

• Requirements management with project stakeholders.

• Definition and implementation of project management documents for tracking.

• Project timeline and risk supervision throughout the project lifecycle, escalating to higher management levels if necessary.

• Project quality control, managing service control tools, ensuring resolution of incidents and implementation of agreed changes.

• Periodic executive meetings with the client to report project status to management.

Clients: Salvat (Spain), Axa seguros (Spain), Bayern (Spain), Uniland (Spain), Indra (Spain), HP (Spain).

• Configurator in Siebel CRM application development projects (Siebel Tools, customization, Scripting: Siebel eScript, Business Service, Workflow, EIM, Crystal Reports, Assignment Manager, State Model, WebServices, Wireless).

• Siebel system administrator (installation, architecture, server configuration and administration, authentication, Siebel Remote).

• Trainer for work teams and CRM application users.

• Presales: requirements analysis, product demonstrations, offer preparation.