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Jozette S. Business Process Management, Data Analysis and Zoho Platforms

My name is Jozette S. and I have over 2 years of experience in the tech industry. I specialize in the following technologies: Zoho Platform, Zoho CRM, Zoho Projects, Zoho Sprints, Business Process Management, etc.. I hold a degree in Master of Arts (MA), Bachelor of Arts (BA). Some of the notable projects I’ve worked on include: Qualification to Sale Blueprint, Custom Zoho CRM Blueprint, Zoho Learn Implementation, Zoho Blueprint for Lead Intake, Process Mapping. I am based in Minneapolis, United States. I've successfully completed 5 projects while developing at Softaims.

Information integrity and application security are my highest priorities in development. I implement robust validation, encryption, and authorization mechanisms to protect sensitive data and ensure compliance. I am experienced in identifying and mitigating common security vulnerabilities in both new and existing applications.

My work methodology involves rigorous testing—at the unit, integration, and security levels—to guarantee the stability and trustworthiness of the solutions I build. At Softaims, this dedication to security forms the basis for client trust and platform reliability.

I consistently monitor and improve system performance, utilizing metrics to drive optimization efforts. I’m motivated by the challenge of creating ultra-reliable systems that safeguard client assets and user data.

Main technologies

  • Business Process Management, Data Analysis and Zoho Platforms

    2 years

  • Zoho Platform

    1 Year

  • Zoho CRM

    1 Year

  • Zoho Projects

    1 Year

Additional skills

  • Zoho Platform
  • Zoho CRM
  • Zoho Projects
  • Zoho Sprints
  • Business Process Management
  • Business Analysis
  • Change Management
  • Project Management
  • Business Process Model & Notation
  • Data Modeling
  • Process Design
  • Process Documentation
  • Process Improvement
  • Training & Development
  • Training Online LMS
  • Data Analysis

Direct hire

Potentially possible

Previous Company

Salesforce

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Experience Highlights

Qualification to Sale Blueprint

I worked with a small sales organization that needed an overhaul of their overall Sales process from Qualification to Sale. There was little visibility to the activities of the Sales team as everyone ran their own process. I led the initiative to help the Sales Leadership Team think through a cohesive way to set up a process they all could follow. After we had a plan, I led the effort of the Development team to develop this new solution. I jumped in myself and created the Zoho CRM Blueprint that would drive the entire process.

Custom Zoho CRM Blueprint

I worked with a small sales organization that needed a way to help their sales users schedule the next follow up reminder for all their Leads and Contacts in their rolodex. There was little visibility to this next step, it was just whenever they thought about the person or ran across their name. I created a solution involving an ongoing follow up blueprint that could repeat forever and apply to any kind of follow up. After we had a plan, I jumped in myself and created the Zoho CRM Blueprint that would drive the entire process. Updating the process resulted in greater efficiency for the org.

Zoho Learn Implementation

My first project at Outsource Consultants was to gather all disparate knowledge sources of the company, and bring them together in a unified place. I developed a knowledge base in Zoho Learn. I not only gathered the information across the company, I also reformatted and rewrote all information into Zoho Learn articles. This made all the information across the company more cohesive and comprehensive. Ultimately, through implementing Zoho Learn for the company, a culture of knowledge keeping was born. All departments now had a goal to regularly review their articles for accuracy every year. As new processes or products were developed, accompanying documentation was an expected part of the delivery. And onboarding new employees became a breeze as all the information needed was in one place and extremely clear. In addition to executing this project for my company, I was also one of the first people to implement Zoho Learn as the product was still in a Beta mode. I was therefore in communication with the Product Manager at Zoho to provide feedback on the product throughout the implementation and beyond. I am therefore pretty intimately familiar with the product.

Zoho Blueprint for Lead Intake

I worked with a small sales organization that needed an overhaul of their Lead Intake process There was little visibility to the activities of the Sales team as Leads came into the system through a variety of sources. I led the initiative to help the Sales Leadership Team think through a new way to do this activity. After we had a plan, I led the effort of the Development team to develop this new solution. I jumped in myself and created the Zoho CRM Blueprint that would drive the entire process.

Process Mapping

This project was for a small company in the Southeast that worked in a home construction field. They had been using Zoho for a few years, and had worked with a number of different developers to try to improve their product. The main stakeholder had a confident view of what he was looking for process-wise, he just was not able to make it happen in their system before he worked with us. After a few Discovery calls, I was able to map out clearly his intended process, then compare between his current state and his desired future state, to create a clear map to a resolution. Each of his issues or concerns had a path to resolution - whether it was creating better reports or standardizing processes with a Zoho CRM blueprint. The end result was a clear set of to-do's for both the customer and our development team. At the end of the project we were able to walk through the process together and I could show their team how their concerns were heard and addressed.

Education

  • George Washington University

    Master of Arts (MA) in Art History

    2008-01-01-2010-01-01

  • University of Minnesota, Morris

    Bachelor of Arts (BA) in Art History

    2004-01-01-2007-01-01

Languages

  • English