A seasoned Senior Business Analyst and Project Manager with a proven track record in bridging business needs and technical solutions. Over the course of my career, I’ve led cross-functional teams, streamlined processes, and ensured projects are delivered on time and within budget. My focus on stakeholder collaboration, data-driven decision-making, and agile methodologies enables me to consistently drive organizational growth and deliver measurable outcomes. IBM certified AI Product Manager with a strong focus on AI-driven solutions in CPQ, financial solutions, custom app development, and website development. Recently, I successfully led the creation of a web portal and mobile app, leveraging AI technologies. With a Master's in Business Analytics, I combine advanced AI skills with strategic acumen to deliver innovative solutions and drive organizational success.
Technology and Tools : React JS, Redux, Node JS, SQL, MongoDB, Aries Express, Lucid Chart, Figma, Python, Tensor Flow, JIRA , Confluence, Salesforce CRM, HubSpot CRM
Technology and Tools : React JS, Redux, Node JS, SQL, MongoDB, Aries Express, Lucid Chart, Figma, Python, Tensor Flow, JIRA
Technology and Tools : Salesforce, Figma, Salesforce reports,SharePoint, SFiles, JIRA
Project Overview:
Served as the Lead Business Analyst for the MB Insurance Project, focusing on requirements gathering and documentation to enable a smooth migration from the legacy platform to Salesforce. Did manage a Team of 3 BA's. This involved defining clear business needs for a sophisticated broker portal managing clients, vehicles, and insurance processes, ultimately streamlining broker operations for quoting, policy issuance, claims processing, and reporting.
Key Responsibilities & Deliverables
Requirements Gathering & Documentation
Conducted stakeholder interviews and workshops to capture business and technical requirements for the broker portal.
Created Business Requirement Documents (BRDs), user stories, and acceptance criteria, ensuring clarity and alignment across teams.
Broker Portal for Client & Policy Management
Documented needs for a user-friendly portal allowing brokers to manage client registrations, quotes, policies, and claims.
Defined role-based access and secure login capabilities for both brokers and customers.
Salesforce Integration for Back-Office Operations
Specified requirements for using Salesforce as the centralized data repository (products, quotes, policies, claims).
Outlined automated workflows for quote approval, policy issuance, and claims processing to enhance operational efficiency.
Core Functionalities
Quote Management: Captured requirements for generating, modifying, and submitting quotes seamlessly.
Claims Management: Mapped out end-to-end claim submission, tracking, and approval workflows.
Policy Issuance & Payment: Defined specifications for automated policy creation and Exceleris payment integration.
Document Management: Established guidelines for secure storage and retrieval of documents using SharePoint/SFiles.
Data-Driven Insights & Analytics
Einstein Analytics & Discovery: Documented needs for interactive dashboards and predictive insights to support decision-making.
Einstein Conversation Insights: Detailed requirements for analyzing broker-customer interactions to improve service quality.
Salesforce Reports: Outlined real-time reporting capabilities for brokers within the portal.
Collaboration & Handover
Regularly shared documented requirements with the client and development teams, ensuring transparency and alignment.
Facilitated review sessions for feedback and sign-off, minimizing rework and ensuring timely delivery.
Technology and Tools : C#, JavaScript, TypeScript with .NET6, Angular, React, Postgres, plus Stripe, SignalR, Hangfire, GA4, and Tailwind
Project Overview:
Led the successful upgrade of the Care for Kids website and development of critical portals to enhance user experience for parents and childcare centers. Spearheaded technical and business initiatives to improve operational efficiency and customer engagement.
Key Deliverables:
Technologies Implemented:
Impact Achieved:
Fusion Ultradata product which works on US Banking Domain
Technology and Tools : C#(.NET), ASP.NET, SQL Server, UNIX
Technology and Tools: C# & ASP.Net
Stakeholder Engagement
IBM AI Project Manager
IBM AI Project Manager