Aradhana Patra

Australia-based Global Insurance Broker - Salesforce Financial Cloud Implementation

(BMS Group Australia)

• Acted as Business Analyst for Insurance project & translated complex insurance policy processing requirements into 50+ detailed user stories and acceptance criteria, achieving 95% first-pass UAT approval rate
• Led requirement gathering sessions by collaborating with 12+ stakeholder groups across Sales, Marketing & Operations teams; documented business requirements impacting $2M+ Insurance premium processing workflows
• Designed & optimized end-to-end Salesforce Financial Clouds solution for Broker Portal and Member Portal, reducing quote creation time.
• Coordinated UAT with 25+ cross-functional users; resolved 98% of reported issues within SLA, enabling on-time go-live delivery.
• Gathered, analyzed, and documented business requirements and Process Improvement through stakeholder workshops, interviews and process mapping sessions, creating BRDs, FRDs, Epics, user stories, flow diagrams ensuring alignment with business goals and regulatory compliance.
• Created Product Onboarding documents with 100% accuracy
• Integrated Salesforce with IBAIS insurance system
• Co ordinating and facilitate scrum events Sprint Planning, Daily Scrum, Sprint Review and Retrospective, Product Backlog Refinement and Release Planning.

UK based Fragrance & Beauty firm - Salesforce Experience Cloud Implementation

(Givaudan)

• Worked as Salesforce Product Designer within client’s Product team for Givaudan, contributing to e-commerce site setup from start to go-live.
• Closely collaborated with Product Owner & Scrum Master and led Sprint Grooming, Sprint Planning, SIT, UAT, Demo sessions, Retrospect, Go-Live & Hypercare activities.
• Created data flow & process diagrams using Lucidchart, Visio, PPT
• Experience in preparing playbook with a go-to solution using Confluence
• Experience in creating & managing profiles, roles, visibility settings, territory & role hierarchy, custom objects, custom reports & dashboards.
• Knowledge in creating test plans, supported in test cases, test scenarios, performing sanity & functional testing
• Drive the Show & Tell session with business on every week, led the Train the Trainer (TTT) Sessions, End User Trainings (EUT) for business users, assisted in designing and creation of training materials and supported in Hypercare using ServiceNow

South East Asia's leading Telco Provider - Salesforce Sales Cloud & Service Cloud Implementations

(PLDT, Smart Telco, Radius Telecom)

• Worked as a Sr. Salesforce BA in a Leads to Fulfilment project for a major Telco provider in Southeast Asia.
• Conducted brainstorming sessions with the development team during the requirements stage; conducted in-depth analysis of the current end-to-end business processes to perform feasibility analysis from the digitalisation point of view.
• Led teams in agile delivery model, aiding Product Owner & Scrum Master in Sprint Grooming, Sprint Planning, SIT, UAT & sprint demo sessions.
• Coordinated sign-offs from business for deliverables - user story, SIT, UAT, TTT, EUT, go-live.
• Managed cross-functional teams to deliver project outcomes within agreed timelines and budgets.
• Led user acceptance testing to validate functionality and performance against business requirements.
• Documented process flows and created user manuals to support effective change management.

• Designed and developed multiple webpages from scratch using ASP .Net Core, connection string, SQL database, and bootstrap, in line with the client's business requirements.
• Understood the user pain points and was involved in ideation to engage users on the proposed digital platform.