Aashima Kataria

Kent Building Supplies - Intermediate Business Analyst:

• Delivered high-impact projects at Kent Building Supplies, including Airmiles redemption integration, enhancing customer engagement and loyalty in all KBS stores.
• Warehouse Management System (WMS) Optimization (Koerber): ASN receiving implementation at the Kent Distribution Center, improving inventory accuracy and warehouse efficiency.
• Microsoft ERP version upgrades (Dynamics 365 Finance and Operations), ensuring continuity and enhanced system performance, occur twice every year.
• First-Time Match Rate Improvement Enhancements: Vendor collaboration initiatives significantly improve first-time match rates and procurement efficiency.

Universal Truck and Trailers - Intermediate Business Analyst:

• Demonstrated a strong 'customer-first' mindset and sense of urgency, consistently building trusted relationships with UTT leadership, and fostering a high level of confidence between business stakeholders and JDI IT.
• Established a robust daily management system for UTT’s IT initiatives, creating visibility and alignment with business leadership on priorities, which directly contributed to the successful delivery of several high-impact projects.
• Established IT leadership for Universal Truck & Trailer (UTT) by streamlining initiative tracking and delivery, resulting in significantly improved throughput and stakeholder satisfaction.
• Led the successful deployment of a SharePoint-based CDK Extract solution, enabling seamless data migration and improved accessibility post-transition to Excede.
• Defined and operationalized E1 GL integration processes with Excede, collaborating with finance and IT teams to resolve reconciliation issues, and enhance financial reporting accuracy.
• Delivered ODCC implementation at UTT’s Charlottetown, PEI, site, including full IT infrastructure setup and Tableau API automation, enabling real-time reporting and operational readiness.
• Developed and executed a roadmap for optimizing the Excede DMS ERP platform, including support structure design, service request tracking, and incident resolution management.
• Served as IT Account Lead for UTT, aligning IT services with business priorities, coordinating cross-functional delivery, and ensuring timely resolution of high-priority requests.
• Spearheaded the integration of Trans Canada College’s IT stack into the JDI ecosystem, leading current-state analysis, project planning, testing, and successful onboarding of systems.
• Recognized by leadership for consistently demonstrating initiative, ownership, and a growth mindset.
• Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
• Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
• Streamlined project management with effective communication and collaboration across cross-functional teams.
• Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
• Collaborated closely with stakeholders to identify opportunities for process improvements and drive continuous innovation in the organization.
• Supported software development projects by defining clear requirements and effectively communicating them to technical teams.

• Gathered and documented requirements for the Universal Truck and Trailers ERP replacement project.
• Collaborated with cross-functional teams to gather, analyze, and document business requirements.
• Supported the development of user stories, ensuring alignment with overall project goals and objectives.
• Reviewed system documentation for accuracy, consistency, and adherence to best practices.
• Supported change management initiatives by developing training materials for new software applications or processes adoption within the organization.
• Increased stakeholder satisfaction with timely delivery of high-quality deliverables by proactively managing project timelines and priorities.
• Contributed to risk assessment activities by identifying potential issues and suggesting mitigation strategies.
• Facilitated communication between technical teams and end-users during system implementation projects.
• Contributed to development of training materials, enhancing employee proficiency with new software tools.
• Played key role in post-implementation review process, identifying lessons learned and areas for improvement.
• Developed detailed reports for management, providing insights into project progress and potential opportunities.

• Senior Manager - Strategy in the Strategic Business Unit (SBU) for the Defence Channel (85% business contribution) at PLI across Pan-India offices. Focused on business analysis, stakeholder management, and process optimization to enhance market reach and operational excellence.
• Key Responsibilities & Achievements:
• Strategic Alliances & Market Expansion – Built partnerships and signed MOUs with Indian defense organizations to drive business through worksite models.
• Project & Business Analysis – Led the Defence 2X Project to double the customer base, leveraging data-driven insights, and referral-based sales strategies.
• Process and Technology Optimization – Developed a cloud-based ecosystem for the efficient distribution of fitness devices with empaneled third-party stakeholders, an initiative to enhance customer engagement.
• Project and Stakeholder Management – Created the Phoenix Agency standard operating procedure (SOP) and playbook, ensuring structured business operations. Led Pioneer Channel initiatives (DSA Evaluation and Activation).
• This role strengthened my expertise in strategic planning, business intelligence, and cross-functional project management, driving business expansion in a niche market.

• Drove revenue growth by leading strategic initiatives, business analytics, and performance management for agency distribution. Spearheaded projects impacting $71.23 million in business, leveraging data-driven decision-making, and process improvements.
• Key Responsibilities & Achievements:
• Revenue & Business Strategy – Supported three revenue channels, optimizing growth strategies and operational execution.
• Data Analytics & Performance Management – Designed and implemented a Performance Management System and MIS dashboards for corporate business KPIs.
• Project & Stakeholder Management – Led high-impact strategic programs, including engagement of top producers in the distribution channel.
• Operational Efficiency & Cost Savings – Executed inactive agent customer engagement initiatives, saving $53,980 through policyholder retention strategies.
• This role refined my ability to drive business transformation, strategic execution, and data-driven decision-making, ensuring sustained growth, and operational efficiency.

• Handled the pre-sales process with a vision to bring about operational effectiveness in the CMS team & worked as a Research Associate under the Consulting Team (Grow Talent India Ltd.) during MBA tenure.
• Business Development – To identify, connect, facilitate, visit and invite the companies to participate in the Career Forward Process.
• Project management – Planning & tracking the team’s progress and maintaining the MIS & pipeline.

• Experience in confidential data handling and preparing analytical reports in Microsoft Excel and applications like SuccessFactors InfoHRM & PeopleSoft HRMS Module.
• Part of the Human Capital Strategy & Planning team, involving analytical reports and workforce planning.