CRM users supported across the US and Canada
The challenge
A licensed legacy product supported complex enterprise workflows. An in-house platform needed to serve operational requirements across compliance, regulations, finance, and identity management.
From concept to adoption
Led development from product definition through technical development, testing, launch, enterprise rollout, and stakeholder training. Replaced the legacy CRM and improved operational efficiency by more than 60%.
Data products & results
Worked with Data Engineering on machine learning-driven simulation, prediction, and pricing models. Improved Data team efficiency by approximately 40% and contributed to more than $40M in annual savings through in-house development and reduced third-party dependency.
Focus areas
CRM transformationMachine learning-enabled productsEnterprise rolloutStakeholder training