Vaishali Gosain
1611, 70 Queens Wharf Rd, Toronto,Canada
Summary
Product owner with 10+ years of experience in software requirements analysis and elicitation. Expertise in end-to-end implementation of banking CRM processes, including Lead Management, Service Requests, Reporting, and integrating the core banking systems with third-party applications. Proficient in designing use cases, UML diagrams, BRDs, SRS, and process workflows. Worked with over 10 clients across multiple domains including Banking, Marketing, and E-commerce in the USA, UK, and UAE.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Product Owner
BusinessNext
03.2023 - Current
- Product Consultant managing enterprise-level SaaS applications (CRM systems) for Banks, Credit Unions, and other Financial Institutions.
- End-to-end implementation of Retail and Corporate processes, including Lead Management, Service Requests (Credit card, Prepaid card, Statements, Complaints, etc.), and reporting.
- Managing the integration of core banking systems with various third-party applications to streamline business operations.
- Coordinate daily with offshore and production teams to ensure clear communication and precise translation of business requirements into technical specifications.
- Independently manage and oversee the full project lifecycle, ensuring on-time and on-budget delivery while maintaining high-quality standards.
- Coordinate User Acceptance Testing (UAT) and provide temporary production support until project handover to the production support team.
- Collaborate with Sales/Pre-Sales teams, providing technical expertise and supporting customer needs through complex research and development.
- Utilize marketing tools such as HubSpot, Marketo, and Salesforce Marketing to optimize CRM capabilities and lead management processes for clients.
Senior Consultant
CRMNEXT
04.2021 - 03.2023
- Handle product configuration of various CRM processes such as Lead Management, Service Requests (Credit card, Prepaid card, Cheque book requests, Statements, Complaints, etc.), Outlook integration, and Reports & Analytical Dashboards.
- Design and develop data models for CRM processes such as Member360, which provides comprehensive customer data for bank clients.
- Responsible for performing Proof of Concepts (POCs) from the delivery side to support the pre-sales and Key Account Management (KAM) teams.
- Provide Go-live support, including technical and functional handover to the internal support team, ensuring thorough documentation of in-scope and out-of-scope items.
- Collaborate effectively with cross-functional business, product, and software development teams to solve complex problems and implement CRM solutions.
- Coordinate with the Internal Product team to address product bugs and requirements, facilitating weekly meetings and regular reporting.
- Utilize CRMNEXT products and technologies, applying the same tools and technologies as used in prior roles to deliver optimal CRM solutions.
Business Analyst
RMSI
02.2019 - 04.2021
- Led the requirements analysis for a geospatially enabled web-based Financial Management Information System (FMIS) application for the World Bank.
- Elicited, analyzed, documented, and validated business and technical requirements through workshops, stakeholder interviews, and process mapping.
- Collaborated with cross-functional teams to assess and improve "As-Is" processes, and design optimized "To-Be" processes to align with business goals.
- Created use cases, activity diagrams, and sequence diagrams using UML to model system behavior and workflows.
- Prepared Business Requirements Documents (BRD), Software Requirements Specification (SRS), and process workflow documentation.
- Facilitated Joint Application Development (JAD) sessions with stakeholders throughout the SDLC to address open issues and ensure project alignment.
- Focused on continuous improvement of customer experience by evaluating usability, content, and functionality to enhance product effectiveness.
- Developed and maintained project plans aligned with SDLC standards, providing regular status updates for ongoing programs.
- Coordinated User Acceptance Testing (UAT) and executed system testing to ensure the application met business and technical requirements.
Business Analyst
Innodata Inc.
09.2016 - 02.2019
- Interacting with clients and process owner groups to fully understand business needs to effectively gather and document business requirements
- Creating high level Data model and Data dictionary
- Creating detailed Business Requirement Document (BRD) and translate it into functional specifications
- Documenting high level and detailed requirements using elicitation techniques such as scenarios, use cases, and prototyping
- Assisted AWS database migration process by analyzing and correcting various data integrity issues and ensuring uniformity across all data fields
- Responsible for deploying the application to the live production server after successful database sandbox testing and UAT
- Documenting Application Support Guide (ASG) and User Manuals
- Awareness about project risks, issues, assumptions and dependencies & change control processes
- Facilitate monthly/weekly meetings with the stakeholders to explore potential solutions
Associate Business Analyst
Affle Inc.
02.2016 - 09.2016
- Handling various activities of the project like requirement gathering and documenting the functional or business requirements
- Prototyping, Visual modelling/Wire-framing, Deciding, and analyzing project flow (Mind mapping)
- To prepare test plan which was used by QA team as well as development team
- Responsible for User acceptance testing (UAT) in the final project
- Client interaction and support during entire SDLC
- Working in co-ordination with Pre-sales, UI/UX, Development and QA team
Education
B.Tech. - Computer Science
Dr. A.P.J. Abdul Kalam Technical University
01.2015
AISSCE (XIIth) - undefined
Central Board of Secondary Education
01.2011
AISSE (X) - undefined
Central Board of Secondary Education
01.2009
Skills
- Product Configuration
- Project Management & Monitoring
- Stakeholder Management
- Team Management & Leadership
- Database- SQL server, MySQL
- Software requirements documentation
- Wireframing
- Problem solving & Decision making
Certification
- Udemy Business Analysis Modeling Skills & Techniques
- SQL for Data Analytics and Business Intelligence
- Machine Learning for Data Analysis: Classification Modeling
- Microsoft Excel - Advanced Excel Formulas & Functions
- Microsoft Dynamics365 (CRM) Workflows Mastery Course
- ISO QMS (Quality Management System)
Accomplishments
- Awarded ‘Ace Employee’ award for leading the end-to-end implementation of RMSI’s Helpdesk Chatbot RAMBO (RMSI Ask Me Bot)
- Lead the ISO9001:2015 Quality Management System (QMS) Bi-annual internal and external audit
- Member of Innodata Inc. CSR Team (Innodata Days of Giving to serve our community)
- Team Leads for various initiatives aiming at the progress of housekeeping staff
Languages
English
Native or Bilingual
Timeline
Product Owner
BusinessNext
03.2023 - Current
Senior Consultant
CRMNEXT
04.2021 - 03.2023
Business Analyst
RMSI
02.2019 - 04.2021
Business Analyst
Innodata Inc.
09.2016 - 02.2019
Associate Business Analyst
Affle Inc.
02.2016 - 09.2016
AISSCE (XIIth) - undefined
Central Board of Secondary Education
AISSE (X) - undefined
Central Board of Secondary Education
- Udemy Business Analysis Modeling Skills & Techniques
- SQL for Data Analytics and Business Intelligence
- Machine Learning for Data Analysis: Classification Modeling
- Microsoft Excel - Advanced Excel Formulas & Functions
- Microsoft Dynamics365 (CRM) Workflows Mastery Course
- ISO QMS (Quality Management System)
B.Tech. - Computer Science
Dr. A.P.J. Abdul Kalam Technical University
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