Neha Patil

• Facilitated discovery sessions for wealth management applications, identifying integration needs within SAFe agile model.
• Organized requirement discussions with stakeholders to clarify integration scope and objectives.
• Documented high-level requirements and data mapping on Confluence pages for team reference.
• Crafted user stories in Jira to accurately reflect refined requirements and support development.
• Participated in PI planning, design, and pre-development activities to align project goals.

• Led comprehensive business analysis for Intertek's proprietary Salesforce applications in Hardline and Softline sectors using Salesforce Experience Cloud features.
• Assessed product viability and competitiveness through customer feedback to identify enhancement opportunities.
• Designed process flows and wireframes with Microsoft Visio and Lucid charts, incorporated into BRDs and FRDs for requirement documentation.
• Derived actionable insights from requirements using Jira, fostering collaboration between stakeholders and technical teams.
• Implemented Kanban methodology in JIRA to manage user stories, improving communication and expediting project timelines.
• Contributed to QA and UAT processes, enhancing testing efficiency for product stability.
• Developed service management plan with regular audits and reviews to ensure quality adherence throughout project lifecycle.

Client 1 – UK-Based Global Life Sciences Company.

• Managed the Data Migration Team transitioning legacy systems to Salesforce (Veeva).
• Led migration efforts for North America, a complex release, overseeing a team of three.
• Contributed to data analysis, cleansing, validation, and preparation using Microsoft Access DB with the help of SQL queries.

Client 2 – US-Based Healthcare Services Company

• Implemented Service Cloud using declarative methods, ensuring client satisfaction.
• Developed functional specification documents that align with business objectives.
• Orchestrated environment setup for case management, including case record types, custom fields, and relationships, case auto-assignment rules, escalation rules, email-to-case setup, and service console.
• Created and managed reports and dashboards for enhanced insights.

Client 3 – US-Based Multinational Financial Services Company

• Analyzed and mapped data between the ACT database and Salesforce objects for the financial cloud app.
• Ensured seamless integration of ACT data into Salesforce, enhancing financial advisors' productivity.
• Collaborated with the ETL team on data migration strategies, ensuring data integrity, and accuracy.
• Developed user stories and process flows, aligning Salesforce solutions with client needs.
• Engaged in key client meetings, including requirement sessions, demos, testing, and training.