Himabindu Panthati

Project Name: Case Management Studio – Customization & Enhancement
Team Size: 5
Project Description:
This project involved customizing and enhancing Appian’s Case Management Studio (CMS) framework to support complex insurance and healthcare use cases, including Treaty Case Types and Claim Management workflows. The goal was to streamline intake, analysis, approvals, and documentation processes across multi-page case forms while integrating business-specific logic, document handling, and role-based access.
Roles & Responsibilities:

• Worked in an Agile environment using two-week sprints to implement CMS customizations and case type configurations.
• Created and customized multi-page intake forms with dynamic sections for Client, Broker, Program Details, UW Analysis, and Pricing Terms.
• Designed advanced SAIL interfaces and expression rules to dynamically control visibility, validations, and component layouts.
• Defined and implemented business rules, data models, and decision logic for complex case routing, approvals, and conditional paths.
• Customized the CMS workflow templates to add additional stages, subprocesses, timer events, and integration layers as per domain needs.
• Developed reusable interface components and utility rules for faster development and standardization.
• Integrated the case types with document management features to upload, preview, and archive supporting documents and reports.
• Worked on role-based access control (RBAC) to restrict access to sensitive case data and actions based on user groups and roles.
• Conducted end-to-end testing and created detailed functional and technical documentation for implemented changes.
• Collaborated closely with business analysts and QA teams to gather requirements and validate process outcomes.
• Designed database schemas and managed queries to support structured case data storage in Appian Records.
• Configured Record Types, Record Views, Related Actions, and Summary Dashboards tailored to each case type.
• Provided performance tuning and optimization for SAIL forms and process models handling large datasets and multi-step flows.

Project Name: Well Tool Management System
Team Size: 6
Project Description:
The Well Tool Management System at Halliburton is an Appian-based solution designed to streamline the lifecycle of well-related tools — from creation and measurement to workshop instruction, verification, dispatch, and documentation. The application supports seamless collaboration between shop teams, engineers, QA, and the Parsable team, significantly improving operational efficiency, tool tracking accuracy, and compliance.

Roles & Responsibilities:

• Worked with Agile and Scrum methodologies to track and deliver Appian development sprints.
• Developed and enhanced Appian objects including SAIL interfaces, process models, expression rules, constants, and custom reports.
• Designed workflows to manage over 1,200 tool requests monthly, handling tool size selection, measuring sheet generation, and dispatch workflows.
• Automated verification workflows with double and triple-check logic, reducing tool preparation errors by 25%.
• Integrated with the Parsable platform to synchronize real-time tool usage and maintenance updates, improving cross-platform coordination by 35%.
• Planned application architecture, created database schemas, and conducted unit testing for all feature implementations.
• Built process models to handle tool creation, dispatch, and document workflow, managing 50+ unique tool types.
• Digitized workshop instructions and safety documentation, leading to a 20% improvement in compliance audit scores.
• Created functional documentation and process definitions for all modules.
• Implemented Timer Events and Message Events to manage scheduled tasks and inter-process communication.
• Customized the Appian process portal UI for better usability by shop floor workers and supervisors.
• Worked on Oracle DB: designed and maintained tables, views, and stored procedures to support backend logic.

Project Name: TRIFORCE

Team Size: 7

Project Description: The TriForce Project Management aims to streamline property acquisition, maintenance, move-in, and move-out processes. It encompasses an end-to-end solution ensuring properties are efficiently acquired, impeccably maintained, and transitions in and out are seamless for an enhanced resident experience.

Roles & Responsibilities

• Worked with Agile and scrum processes for tracking and developing the application.
• Modifying existing Appian objects with new Appian features
• Implementing complex business rules, designing SAIL Interfaces & Process models, and Process reports, Task reports.
• Planning & Defining Appian application Structure & Database schema prepare the unit testing plan and perform unit testing for implementation and code changes.
• Design and implementation of Appian BPM process applications for different workflow modules
• Created functional documents to outline the designs and Developed Process models using Appian Modeler.
• Successfully integrated the application with Amazon S3, enabling seamless uploading and retrieving of documents to and from platform.
• Incorporated integration with Microsoft Dynamics 365 to transmit payable information seamlessly.
• Implemented Message Events, and Timer Events across the Appian BPM application.
• Worked on customizing the process portal in Appian according to company requirements.
• Data Modeling, Creating tables, views, and stored Procedures in Oracle Database.

Project Name: Customer Ticket Management System

Team Size: 5

Project Description: A customer ticket management system in Appian involves creating a platform to handle customer support requests efficiently. This could include features like ticket creation, tracking, assignment, prioritization, communication with customers, analytics, and integration with other systems for a seamless support experience. The system aims to streamline customer inquiries and ensure timely and effective resolution.

Roles & Responsibilities

• Proficient in Appian Installation, Appian Application development using SAIL, Process modeling, Creating Tempo reports, Records, creating business rules, and troubleshooting.
• Created Process models, Expression Rules, Interfaces, Reports, CDTs, Data Stores, Data Stores, Record Types, Related Actions, Actions, Feeds, Documents, and User management extensively on several of these Appian applications.
• Created several record types in apian or many of these applications with summaries, views, and related actions.
• Worked with a large team incorporating best practices for SAIL, query entity rules, expression rules, and process models of Appian.
• Excellent Client interaction skills and proven experience in working independently as well as in a team.
• Upgrade existing solutions to the latest versions of Appian.
• Performance improvements of the existing apian application.
• Mentoring new team members for understanding the architecture of the Appian application.

Project Name: EIPP – Electronic Invoice Presentment and Payment
Team Size: 8
Project Description:
The EIPP system is a digital platform that enables businesses to electronically present invoices to clients and receive payments securely. It automates the entire invoice lifecycle — from generation and approval to payment processing — improving efficiency, reducing errors, and enhancing transparency. The application was developed using Angular for the frontend, Java Spring Boot for the backend, and MySQL for the database.
Roles & Responsibilities:

• Developed user-facing Angular components for invoice creation, approval workflows, and payment tracking pages.
• Implemented RESTful APIs in Java (Spring Boot) for core functionalities like invoice CRUD operations, due date reminders, and payment updates.
• Connected frontend and backend using Angular services, handling real-time data updates and error responses efficiently.
• Contributed to MySQL database design, including writing optimized queries, joins, and stored procedures to support backend logic.
• Assisted in implementing JWT-based authentication and access control to ensure secure access to financial data.
• Developed modules for file uploads, invoice document previews, and data exports (PDF/Excel).
• Supported payment gateway integration, enabling secure transaction handling via third-party APIs.
• Followed Agile methodology, participated in sprint planning, daily stand-ups, and collaborated with senior developers for feature delivery.
• Worked closely with the QA and UI/UX teams to fix bugs, enhance UI responsiveness, and improve overall user experience.
• Engaged in peer code reviews and refactored existing code for better maintainability and performance.