• Product Manager | February 2024 - Present

Enterprise UX Redesign

  • 9 months including a 3 month beta

    • Design and Development Collaborators: 6 Engineering teams, 1 UX designer.

    • Go-To-Market Collaborators: Sales, support, education, account management.

  • The company’s rapid launch relied on a third-party tool tailored for small and medium-sized businesses to control social media messaging. However, the 3rd party’s inherent limitations, primarily its inadequate APIs and developer tools, obstructed the company’s progression to the next growth phase. These limitations impede the alignment of nonprofit Messenger experiences with revenue-driving campaigns, hindering the demonstration of value crucial for adoption and preventing churn.

  • Replacing the 3rd party as the platform's engine emerged as a pivotal step in facilitating adoption and proving value, specifically by enabling their customers to harmonize their Messenger interactions with overarching revenue campaigns. Additionally, develop a Messaging Decision Engine tasked with identifying the message type, specifying message details within the journey, and gathering pertinent user response or action data.

  • -Annual cost savings of ~$10,000 with custom messaging engine

    -Increased user engagement

    -Increase in overall fundraising with customized messages

  • -Visualize Supporters of nonprofits and their metrics

    -Create a custom backend using step functions that mapped to existing UI functionality

    -Allow nonprofits the ability to create their own messaging stories

  • -Road mapping & requirement gathering

    -UAT

    -Release management

    -Stakeholder alignment

    -Metric Tracking

    -Feature Prioritization

  • -PostGres

    -Amazon Elastic Container Service

    -Snowflake

    -React

  • Senior Product Manager | June 2021 - Present

  • Led 7 Projects | Launched 3 start up applications

  • Awards:

    • Q4 2022 Team of the Quarter

    • Q3 2021 Employee of the Quarter

Social Media Fundraising Chat Engine

  • 6 months with milestones released every 2 months.

  • 1 product manager, 1 Solution Arch, 2 full stack developers, 1 automated QA engineer

  • The company’s rapid launch relied on a third-party tool tailored for small and medium-sized businesses to control social media messaging. However, the 3rd party’s inherent limitations, primarily its inadequate APIs and developer tools, obstructed the company’s progression to the next growth phase. These limitations impede the alignment of nonprofit Messenger experiences with revenue-driving campaigns, hindering the demonstration of value crucial for adoption and preventing churn.

  • Replacing the 3rd party as the platform's engine emerged as a pivotal step in facilitating adoption and proving value, specifically by enabling their customers to harmonize their Messenger interactions with overarching revenue campaigns. Additionally, develop a Messaging Decision Engine tasked with identifying the message type, specifying message details within the journey, and gathering pertinent user response or action data.

  • -Annual cost savings of ~$10,000 with custom messaging engine

    -Increased user engagement

    -Increase in overall fundraising with customized messages

  • -Visualize Supporters of nonprofits and their metrics

    -Create a custom backend using step functions that mapped to existing UI functionality

    -Allow nonprofits the ability to create their own messaging stories

  • -Road mapping & requirement gathering

    -UAT

    -Release management

    -Stakeholder alignment

    -Metric Tracking

    -Feature Prioritization

  • -PostGres

    -Amazon Elastic Container Service

    -Snowflake

    -React

Social Media Fundraising Data Migration

  • 3 months (concurrently with the messaging application).

  • 1 product manager, 1 Data Arch, 2 full stack developers, 1 automated QA engineer

  • The client utilizes AWS Snowflake and Matillion for data storage and ETL operations, categorizing data into raw, processed, and finalized tiers. Challenges include limited real-time data retrieval and efficiency concerns. Moreover, the client manages two production apps with different backends, seeking eventual unification for streamlined data sharing

  • Transitioned the production environment by deactivating the previous backend system and aiding legacy data retention while integrating newly formatted data seamlessly.

  • -Cost savings

    -Reduced technical debt

  • -Unified backend powering 2 applications

    -Eliminated redundant processes

    -API clean up

  • -Road mapping

    -User stories

    -Release management

    -UAT

    -Efficiency tracking

  • -Snowflake

    -Matillion

    -PostgreSQL

Integrated Teaching & Learning Platform

  • 6 months (June 2022)

  • 1 product manager, 1 scrum master, 5 developers, 3 QA

  • The client identified challenges in equitable education access. There existed an absence of an inclusive app fostering creative thinking, community engagement, and civic awareness for all. There's a need for a universal platform promoting holistic learning and empowerment, irrespective of individual circumstances.

  • Develop an integrated suite of applications accessible across various electronic devices for teachers, students, and administrators, fostering engagement, teaching, and an enriched learning experience.

  • -Increase in student engagement lead to better overall performance

    -Improved Teachers and Students CSAT scores

    -Expansion to universities, high schools, and corporations

  • -Create & Manage Courses, Topics, & Assessments

    -Enhanced lecture visualization, provided versatile features, and introduced interactive modules,

    -Real-time contextual review of students' questions and comments.

  • Led the development and launch of the Mac app within the integrated suite including:

    -Feature Scoping

    -Requirement gathering

    -Road mapping

    -Outlined the plan for achieving success

    -Feature prioritization

  • -Mac Catalyst

    -Python

    -Java

    -Mixpanel

    -LaunchDarkly

Temporary Staffing & Hiring Portal

  • 3 months (March 2022)

  • 1 product manager, 1 scrum master, 4 developers, 2 QAs, 1 UI/UX

  • With the goal of modernizing the temporary staffing industry, the client recognized a pressing need: simplifying access to a city's entire temporary employee network. The existing industry involves cumbersome contracts and negotiations, hindering seamless connections between businesses and staffing agencies. The challenge lies in revolutionizing this process, making staffing more efficient and stress-free across various industries like industrial, construction, venue management, manufacturing, and medical sectors.

  • Created a web application that implemented ERP (Enterprise Resource Planning) capabilities, integrating core business functions like order management, timesheet recording, and invoicing.

  • -Streamlined hiring processes, reducing contract timelines from weeks to hours or days.

    -Expanded local industry visibility & thus new business connections growth rate

    -Increased job offerings and employment opportunities

    -Increase in Staffing companies' revenue growth rate

    -Improved employee retention and hiring rates

    -Improved contract fulfillment percentage

    -Annual cost savings due to time savings

  • -Seamless Staffing Connection: Instantly connect with nearby agencies

    -Consolidated order details

    -Simplified timesheet and invoicing procedures

    -Agency and company review functionalities

    -Comprehensive reporting for detailed insights

    -Historical contract & work order retention

  • -0 to 1 strategy

    -Roadmap

    -Wireframing & UI/UX

    -User Stories & Epics

    -UAT

    -Release planning

    -Post-launch optimization

    -Feature prioritization

  • -ERPNext

    -Python

    -SourceFuse ARC

    -Fullstory

  • Product Manager | Sep 2018 - June 2021

  • 3 month application launch

  • Led successful project deliveries, achieving 100% on-time completion, and boosted stakeholder satisfaction by 40% through strategic automation restructuring and attaining SOC-1 Type 2 certification.

The Console

 Advent Managed Services (fka Advent Outsourcing Services)

  • 3 months (January 2020)

  • 2 product managers, 4 full stack developers, 2 QA

  • Inefficient monitoring and communication hinder clients of SS&C Advent from overseeing the real-time status of their selected services, data feeds, and automations. This lack of centralized visibility impedes effective workflow management and timely task completion, necessitating a solution for streamlined monitoring and seamless communication with dedicated managed services teams.

  • Developed the Managed Services Console, a real-time communication portal that provides the status of selected services, data feeds, and automations.

  • -Awarded SOC-1, Type II report

    -Improved operational scalability and agility for growth, enabling flexible operations without constraints.

    -Tripling of AOS solutions and 90% renewal

    -CSAT increase with SS&C Advent

    -Reduction of daily processing time by 50% and growing

  • -Comprehensive reconciliation services encompassing position, cost basis and transaction reconciliation.

    -Manual statement update and processing

    -Alternative investment updates

    -Performance maintenance and validation

    -Client reporting

    -Market data reporting & validation

    -Visualize Custodial data processing

    -Corporate actions processing

  • -Road mapping

    -Feature scoping & requirement gathering

    -UI/UX

    -Data & User analysis

    -Training & Team enablement

    -Release/delivery manager

  • -Angular

    -Java

    -SQL

    -Splunk

    -Okta

    -Powershell

Additional Works

Health & Patient Upload Portal

The Health and Patient Upload Portal offers secure document storage and patient profile creation for streamlined record management. Users can effortlessly upload and organize health-related documents while ensuring strict privacy controls and seamless integration with existing health systems

MVP: 2 months (SourceFuse)

Health Tech-Cloud Data Migration

Led seamless migration from on-premises to AWS Cloud for a health tech company, ensuring a secure and efficient transition.

Utilized AWS MAPs program to streamline the process, optimizing resources and maintaining stringent security standards essential for health data integrity.

Timeline: 3 months (SourceFuse)

Chatroom Moderation App

The Chat Room Moderation Application enables real-time monitoring and automated filtering of chat content to ensure a safe and respectful environment. It empowers moderators with user controls, customizable rules, analytics, and alert systems, all designed to efficiently manage chat rooms while upholding community standards and swiftly addressing potential issues.

MVP: 3 months (SourceFuse)

Efficient Automation Suite: Simplified Processes & Customizable Tasks

Streamlined and standardized automated processes, condensing 2,000+ processes into 30 daily ones and creating 50+ customizable tasks, alongside developing a user-friendly interface for service teams to oversee and manage automated processes.

MVP: 9 months (SS&C Advent)

Market Data Reports

Developed 6 detailed report web modules, addressed missing data issues, and implemented crucial in-app features leading to SOC-1 Type 2 certification for Advent Outsourcing Services.

Timeline: 3 months (SS&C Advent)

User & Role Permissions

Effortlessly manage user access and permissions with a robust system allowing granular control over user roles and their associated permissions, ensuring secure and tailored access across the platform.

Timeline: 6 weeks (SS&C Advent)