Rakhi Patel

As the Chapter Lead, I oversee testing and the implementation of scrum practices at the bank.

My responsibilities include:

• Steering Project delivery framework and managing testing and project management using agile methodologies.
• Facilitating Scrum ceremonies – sprint planning, backlog grooming, daily scrums, sprint reviews, and sprint retrospectives.
• Spearheading Product Management and Operations by devising plans and use cases to ensure planned system and operational processes are effective.
• Formulating bank's agile strategy and plans, including delivery schedules and vendor management.
• Establishing and maintaining scrum board while scheduling regular scrum ceremonies.
• Coordinating scrum of scrums across business units to identify dependencies and optimize delivery schedules.
• Handling PMO duties such as reporting and planning scheduled activities for delivery and test quality objectives across IBA projects.
• Collaborating to identify areas of weakness, inefficiency, and ineffectiveness in systems and processes within IBA, and implementing improvements.
• Managing business improvement initiatives to align with broader business goals and brand values, worked closely with product owners and product managers.
• Developing and managing vendor relationships to meet and fulfill business requirements.
• Coordinated with external vendors to deliver product features and arranged demos for various stakeholders.

Projects worked on:

Retail Banking: Client onboarding journey | Payment network like DE, BPAY, NPP | KYC Processing | Straight through processing (STP) for transactions | 360-degree Portfolio View | Digital onboarding

As Chapter Lead, Orchestrated comprehensive testing efforts for the wealth transformation program, overseeing a team of 30+ professionals encompassing both manual and automation expertise across various squads. Served in a dual capacity as a Scrum Master and Test Manager, ensuring seamless coordination and efficiency in project execution.

My responsibilities included:

• Oversaw the end-to-end implementation process, evaluating the readiness of deliverables for release and assuming accountability for their quality.
• Conducted user demos to finalize user stories and obtain sign-offs, ensuring alignment with project objectives.
• Led packaging and production support walk throughs for planned releases and sprint deliverables.
• Facilitated sprint ceremonies, including big room planning, sprint planning, retrospectives, story refinements, and stand-ups, as necessary.
• Spearheaded the implementation of digital initiatives, customer journey and products related to advisory, suitability, portfolio view, and order management.
• Managed the entire cycle for advisory proposals for clients based on asset allocation and model portfolio.
• Participated in and coordinated requirement gathering, interface finalization, and defect triage meetings.
• Collaborated with management to provide effort estimates and establish delivery/release calendars.
• Monitored progress closely, collaborating with the team to address impediments and ensure project milestones were met.
• Identified and managed risks while effectively communicating with stakeholders regarding potential impacts, delays, or issues.
• Collaborated with other Scrum Masters and multiple squads to successfully deliver the program implementation for wealth and private banking.
• Conducted Scrum of Scrum meetings to pinpoint cross-functional dependencies among squads and address any impediments.

Projects worked on:

Wealth Transformation – Retail/Wealth and Private Banking: My-RM | Online Client Investment Profile | Suitability | Advisory flow | Pre trade checks | Straight through processing (STP) for Mutual Funds and Fixed Income products | Portfolio View | Portfolio performance | Direct to client portfolio report

• Created test deliverables like Test cases, Test Strategy, Test plan, and Test Summary documents
• Performed ETL/BI tests and validated correct implementation of business logics and strategies
• Executed test cases and documented defects, confirming resolution and mitigation of defects.
• Delivered high-quality products on schedule through effective use of automated regression tests, minimizing human error during repetitive tasks.
• Reduced defect leakage rate by conducting thorough root cause analyses and proactively addressing areas of concern in future release cycles.

Projects worked on:

Migration from Teradata to Hadoop | Personalized investment ideas generation

• Comprehending ETL process and report needs.
• Ensured data precision via thorough testing of source-to-target mappings and conversions.
• Acquired proficiency in several ETL tools, enhancing adaptability for various project demands.
• Reduced risks linked with data migration by conducting meticulous pre-deployment testing.
• Optimized testing procedures by creating reusable SQL queries for different ETL elements.

Projects worked on:

Telecom - Ericsson data warehouse implementation

• Reviewed Functional Requirement Documents and High-Level Design Documents to formulate test scenarios and cases.
• Developed Test Plan/Package documents and presented them to the client for testing strategy approval.
• Maintained comprehensive documentation of all test plans, procedures, results, and defect tracking databases for future reference or audits.
• Enhanced efficiency in test planning and execution, ensuring projects were completed on time and within budget.
• Detected critical defects early in the development phase, resulting in significant cost savings and time efficiency.
• Offered detailed defect reports and documentation to aid resolution efforts and prevent recurrence of similar issues.

Projects worked on:

AT&T Data warehouse, US | Telekomsel, Indonesia | Globe Philippines | Telefonica, Argentina | Cable Vision, New York