Shobhana Mahanti
Ahmedabad
Summary
Project Management and Business Analysis Trainer with extensive experience at FreeLancer, focusing on Agile methodologies and data visualization. Proficient in SQL and Power BI, delivering impactful workshops and customized training that enhance professional skills and boost productivity. Dedicated to fostering a culture of continuous improvement and learning.
Overview
17
17
years of professional experience
9
9
Certification
Work History
Project Management & Business Analysis Trainer
FreeLancer
Ahmedabad
01.2005 - Current
- Led transformation programs, coached cross-functional teams, and trained professionals on the practical application of tools like Bizagi, Draw.io, Lucidchart, UiPath, SQL, Excel, Power BI, and Generative AI.
- Specialize in simplifying complex topics and bridging the gap between strategy and execution.
- Sessions are hands-on, insight-driven, and tailored to working professionals aiming to level up their delivery skills.
- PMP and Scrum certified.
- Core Training Areas include Business Analysis, Project Management, Agile, AI and Automation, Data and Reporting Tools, Mentorship, and Soft Skills.
- Tools trained on include Bizagi Modeler, Draw.io, Lucidchart, UiPath Studio (REFramework), Microsoft Power BI, Excel, SQL Server, ChatGPT, Microsoft Copilot, and Notion AI.
- Developed training materials for diverse learning styles and needs.
- Facilitated engaging workshops to enhance employee skills and knowledge.
- Maintained up-to-date knowledge of industry trends to inform training content.
- Trained newly hired top talent to fill key positions and maximize productivity.
- Adapted teaching methods according to the needs of individual learners or groups.
- Provided constructive feedback and positive reinforcement to keep trainees motivated.
Education
Bachelor of Science - Electrical, Electronics And Communications Engineering
Gujarat University
Ahmedabad03-2002
Skills
- Project management and business analysis
- Agile methodologies and continuous improvement
- Data visualization and reporting
- SQL database management
- Microsoft Excel proficiency
- Power BI analytics
- UiPath automation solutions
- Generative AI applications
- Workshop facilitation and employee training
- Presentation skills and demonstrations
- Lesson planning and instructional design
- Instrumentation expertise
Trainer Delivery Style
- Case-based learning
- Hands-on tool walk-throughs
- Real project templates & scenarios
- Peer discussions, Q&A, live exercises
Training Delivery Record
- Business Analysis (BABOK-aligned), 30+ Candidates , 120+ Training hrs, Tools - Draw.io, Lucidchart, Bizagi
- Process Modelling (BPMN + Bizagi), 20+ Candidates, 80+ Training hrs, Tools - Bizagi Modeler, BPMN 2.0
- Project Management (PMP aligned), 25+ Candidates, 100+ Training hrs, Tools - MS Project, Excel, Notion
- Agile & Scrum Mastery, 18+ Candidates, 72+ Training hrs, Tools - Scrum Boards, Jira, Miro
- UiPath for Non-Developers, 10+ Candidates, 40+ Training hrs, Tools - UiPath Studio, REFramework
- SQL & Data Reporting, 15+ Candidates, 60+ Training hrs, Tools - SQL Server, Power BI, Excel
- Generative AI for PMs/BAs, 10+ Candidates, 30+ Training hrs, Tools - ChatGPT, Copilot, Notion AI
- Mentorship & Soft Skills, 12+ Candidates, 48+ Training hrs, - Tools - Roleplays, peer feedback
Certification
- PMP (Project Management Professional)
- NPTEL certified in project management
- Simplilern certified project manager
- Scrum fundamentals and agile practices
- UiPath implementation manager
- UiPath business analyst
- Large Language Model and Gen AI - Coursera
- Six Sigma Black Belt
- Business process modeling - Coursera
- Business analysis and Process Management - Coursera
Tools You Train On
- Bizagi Modeler
- Draw.io & Lucidchart
- UiPath Studio (REFramework)
- Microsoft Power BI
- Excel
- SQL Server
- ChatGPT
- Microsoft Copilot
- Notion AI
Core Training Areas
Business Analysis Training
Foundations of Business Analysis (BABOK-aligned)
- Understand key BA roles and responsibilities
- Learn the six BABOK knowledge areas
- Trace how requirements evolve through the project life cycle
- Use stakeholder maps and traceability matrices in practical scenarios
- Conduct structured interviews, workshops, surveys
- Learn techniques like 5 Whys, observation, brainstorming
- Practice writing clear, testable requirements
- Run mock elicitation sessions with feedback
- Understand BPMN 2.0 elements: events, tasks, gateways
- Model processes using Bizagi Modeler with validation
- Map as-is and to-be processes for real-world workflows
- Review sample process maps for peer critique
- Understand actors, use cases, relationships
- Draw use case diagrams with Lucidchart/Draw.io
- Create system and activity diagrams
- Walkthrough example systems like login, order management
- Understand scope, time, cost, quality, and stakeholder management
- Create key documents: Project Charter, WBS, Risk Register
- Practice using real templates from past projects
- Map PMBOK areas to a case project
- Understand roles, ceremonies, artifacts
- Create sprint plans, retrospectives, burn-down charts
- Simulate Scrum ceremonies (daily stand-ups, sprint reviews)
- Use tools like Jira or Trello to manage Agile boards
- RACI matrix for stakeholder clarity
- RAID log to manage risks and issues
- Gantt charts and milestones for timeline tracking
- Templates provided with walkthroughs
- Analyze stakeholders (power-interest grid)
- Prioritize and categorize risks
- Plan mitigation and contingency
- Review real scenarios and decision paths
- Prompting basics for ChatGPT and Copilot
- Use AI to generate user stories, meeting summaries, RAID logs
- Create requirement drafts and RFPs using AI tools
- Discuss risks of relying on AI-generated content
- Understand REFramework basics
- Automate Excel, Outlook, and PDF tasks
- Build and test simple bots (e.g., invoice extractor)
- Use UiPath StudioX and Studio (entry-level)
- Learn SELECT, JOIN, GROUP BY, and WHERE clauses
- Write queries against a sample employee or sales dataset
- Analyze data for trends, gaps, exceptions
- Hands-on exercises with real case scenarios
- Connect to Excel/SQL data sources
- Build dashboards with visuals like tables, cards, slicers
- Intro to DAX for basic measures
- Publish reports and apply filters/slicers
- Formulas: VLOOKUP, IF, COUNTIFS, INDEX-MATCH
- Pivot tables and charts for reporting
- Gantt chart creation using conditional formatting
- Trackers for budget, tasks, risks
- Practice framing emails, summaries, updates
- Use communication plans and escalation matrices
- Roleplay: handling resistance or unclear requirements
- Understand types of conflicts in teams
- Use practical frameworks (interest-based negotiation)
- Role-based case study simulations
- Learn how to guide juniors or peers in BA/PM roles
- Practice giving feedback and setting goals
- Create a development plan template
Affiliations
- Project Management Professional
- Certified Scrum Master
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
References
References available upon request.
Timeline
Project Management & Business Analysis Trainer
FreeLancer
01.2015 - Current
Bachelor of Science - Electrical, Electronics And Communications Engineering
Gujarat University
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