Krutika Patil

1. Training:

a.Created and maintained Copilot Training Deck with prompt engineering slides ,Copilot integrations with Office applications and divisional use-case templates.

b. Delivered 18+ training sessions for Copilot champions(80+) and regular users(2500+) across divisions.

2. License Management:

a. Managed onboarding and prioritization for Copilot licenses, resolving waitlist and urgent requests.

b. Supported license allocation by aligning with AI Hub and divisional COOs.

3.Analytics & Reporting

a. Produced Copilot Analytics Reports showcasing adoption metrics, prompt usage, and productivity impact.

b. Prepared Copilot Usage survey questionnaire to conduct Copilot usage across DWS divisions.

c. Prepared the Supervisory Board report, Scorecards, Performance Disclosure and Transaction Cost Reports.

4. Communication & Coordination

a. Drafted communication templates for divisional COOs and integrated stakeholder feedback.

b.Prepared consolidated Excel tracker for rollout lists and test-user validation.

c. Liased with Microsoft partners and DB Copilot Adoption team for Copilot Upskilling.

5. Stakeholder Management

a. Successfully executed the handover of relevant Qlik applications to respective IT and business owners.

b. Assisted product specialists by creating Morningstar Direct reports, ensuring timely delivery of accurate market and portfolio insights to support their decision-making.

c. Analyzed business requirements and designed effective solutions using QlikSense

d. Troubleshoot issues within Qlik Sense applications to ensure smooth operation.

• Developed 10+ custom Power BI dashboards, visualizations to deliver meaningful and actionable insights
• Liaise with Project Managers/IT teams for remediating data gaps and testing applications for Power BI consumption
• Provide comprehensive view of entire Wealth Management portfolio of the firm with the help of Dashboard and powerpoint decks which represent various measures and KRI's for Senior Risk Officers, Credit Committees and Regulators(FRB)
• Credit exposure monitoring against both CRM approved and regulatory prescribed limits
• Analyze and identify data gaps and perform manual adjustments by working with Credit officers, Finance and IT to address pain points and ensure data accuracy

• Preparation of monthly outlook and yearly plan/mid year forecast for Citi's Technology segment of EMEA region in co-ordination with business using expected numbers and expense drivers
• Liase with regional/country controllers for deep diving analysis to understand the one offs observed and the rationale for variances
• Analysis of key variances, trends, business metrics across expense lines and managed segments/ functions
• Worked closely with business counterparts to create interactive analytical dashboards using Power BI and Tableau