Karan Mehta

832-***-**** adgrga@r.postjobfree.com

https://www.linkedin.com/in/karan-mehta-aa4aa232/

(Green Card Holder)

SUMMARY:

Organised Senior Program Manager committed to excellence with over 15 years of project management and process au- tomation experience. Leverages process improvement, automation, project management to streamline work-streams, Drive Agile/scrum, orchestrate workflows and automate processes. EDUCATION QUALIFICATION:

2005-2009 PGDBA in Operations - Symbiosis Centre of Distance Learning 2001-2004 Bachelor of Arts - University of Rajasthan CERTIFICATIONS COMPLETED:

Sep’ 2018 Blue Prism Accredited Developer - [Registration ID: 341677543] Feb’ 2018 Certified Scrum Master (CSM) - AGILE - [Certification ID 000747321] Jan’ 2018 Knowledge of Amazon Web Services [AWS], Tableau, HTML, CSS, JIRA, Confluence, Azure DevOps, Python Apr’ 2016 Six Sigma Green Belt (Benchmark Six Sigma) – [License 10184608] Aug’ 2014 Querying Microsoft SQL Server 2012 – [Exam 70-461] Oct’ 2013 PMI Project Management Professional (PMP) – [License 1668943] PROFESSIONAL EXPERIENCE:

Whatfix (Quicko Technosoft Labs Private Limited), Bangalore, India Jun 2020 – Till Date Senior Program Manager - Customer Success

● Aggregate and maintain overall program level project plans including charter, scope, work breakdown struc- tures, estimates, resource plans, budget, schedule, open issues, and risk assessment, management and mitiga- tion plans for SaaS implementation for US Fortune 500 companies.

● Work as a part of the scrum team, with active participation in sprint cycles, driving user stories, daily stand ups and story implementation for projects impacting Fortune 500 companies.

● Using Scrum, drive SaaS MVPs with technology teams; collaborating with Sponsors and Champions to ensure Scope, Timelines are documented and tracked using milestones to deliver MVPs in every sprint cycle. Work with Product Owner to refine/groom Product Backlog and identify improvements in every retrospective and docu- ment lessons learnt on Confluence.

● Orchestrate program delivery to ensure projects/work streams are delivered and executed in alignment with the overall program plan, customer outcomes, and customer satisfaction.

● Define and manage overall program / portfolio risks and take corrective action in a proactive manner to miti- gate those risks.

● Direct and monitor work efforts on a daily basis, identify resource needs, perform quality review; and escalate functional, quality, timeline issues appropriately.

● Leverage JIRA board to drive user stories and documentation and Collaboration using Confluence.

● Created collaboration portal for Top 25 clients on Confluence (including access to Zendesk and JIRA board swim- lanes as part of confluence pages) for collaboration with internal teams.

● Provide clear and timely communication regarding the status of the program – schedule, budget, progress to date, risks etc. to relevant sponsors, champions and other stakeholders. Standards & Poor’s Global Market Intelligence, Gurgaon, India Mar 2012 – Nov 2019 Manager

● Led a team of 50+ associates and mentored 3 Team Leaders/Assistant Managers for financial services projects. Team worked on providing timely and accurate reference data for Private Equity Firms & Funds, Portfolio com- panies (Investments), Traditional Investment Managers / Hedge Fund Managers, Exchange Traded Funds/ Mutual Funds and associated Investment Professionals Managers] on several platforms including Desktop Solutions, XpressFeeds, APIs, Database Management Structures (DMS), Product Wireframes, Platform Migration Projects, Leading Automation Initiatives.

● Automating Workflows, Stakeholder Management, Revamping Domain Strategy, Leading Vendor Engagements to increase Data Coverage and Comprehensiveness, Driving Process Efficiency Initiatives (Lean Six Sigma), Setting- up Quality Guarantee Program (ERA Process, Client Error Budgeting & Leading Data Quality Retrospectives) for the domain

● Designing Excel templates for CapitalIQ plugins - worked on creating Ownership and Investment management profiles Excel based templates for S&P Plugin product Projects

● Platform Migration - Led the Migration of Capital IQ platform to Market Intelligence Platform over a period of 1.5 years, working with multiple scrum teams and a lot of sprints. Worked with Product Owner for Product Back- log Refinement, Dev teams for development of MVP in each sprint & QA for UATs. Tracked progress via JIRA boards, identified improvement opportunities at every Retrospective to deliver a world class, state of the art platform to client (Top US Banks, Asset Management and Private Equity Firms

● ETF Tearsheet on Platform – Worked with Product Teams to create Exchange Traded Funds Tearsheet on CapitalIQ Platform. Created Tearsheet Design Document, Defined Logics, Data Items Display, facilitated UATs, Owner of timeliness and accuracy for Product Delivery. [$5Million worth Clients Onboarding]

● Setting up DMS Structures – Laid the foundation of repeatable structure by creating a process for defining DMS structures for a dataset. The defined structure and WBS (Work Breakdown Structure) plan was then implement- ed for all data migration projects for company-wide projects. Project included creating structures to backfill data for 100k entities and over 1Million data points, facilitating UATs, providing Sign-Offs. The structure was further utilised for moving over 1B data points on DMS structures.

● Automating Business Description (10 FTE Savings) – Pulling already collected reference data items via SQL Re- ports, creating Business Description for Firms and Funds by utilising Natural Language Generation software

(Wordsmith); thereby ingesting Business Descriptions in collection tools using Automation Bots.

● IAPD Form ADV Professionals (7 FTE Savings) – Extracting Professional details (75k+) from Form ADV (Schedule A) using Python Scripts, ingesting professionals with built-in loaders in the collection tools via bulk upload.

● Created Domain level Dashboard on Excel which utilised Vlookups, Hlookups, PIvots, Charts. Created RAG status to display project health, identify action items and

● Classifying News Articles using Machine Learning (2 FTE Savings) – Segregating relevant articles from irrelevant ones using machine learning classification models to automate the manual news article review process. Metrics Impacted – Timeliness, Accuracy.

● Extracting AUM values from SEC documents (2 FTE Savings) – Extracting AUM values from NQs/ Semi-Annual Re- ports/Annual Reports using Python Script, ingesting those in collection tools using Automation Bots. Metrics Im- pacted – Timeliness, Accuracy.

LEAN Projects:

● Improving Timeliness of reference data collection for US based ETFs, ETNs and Canadian ETFs

● Optimise the Mutual Funds collection process by Clean-up of Data for $50 Guarantee Program Binary Semantics Pvt Ltd, Gurgaon, India May 2011 – Nov 2011 Client - Google Inc.

Project Lead

Role & Responsibilities - Led a team of 30 data associates to identify errors on Google’s online portal – Wikidata (Free- base); which helped improve user experience by creating products such as Knowledge Graph.

● Strategic Responsibilities – Stakeholder Management, Transitioning Work-streams, Creating Training Programs for Work-streams, Managing Multiple Priorities, Project Management, Process Improvement.

● Key Accomplishments –

● Transitioned Google Offers – Increased Vendor Headcount by 15 FTEs and Expanded Delivery Capabili- ties (to include Google Maps) by transitioning Google Offers to Gurgaon.

● Improve Process Throughput – Using Value Stream Mapping (VSM), improved Process Throughput by 7% by enhancing query process and revising production targets by 5% after performing Time & Motion.

● Setting up Quality Process – Statistical sampling QA process kick-starting audits for 100+ FTEs; resulting in identifying researcher errors, thereby reducing portal errors by 10%. iYogi Technical Services Pvt Ltd Feb 2010 – May 2011 Client - Dell Inc.

Process Trainer

● Role & Responsibilities - Handled vendor operations, trained multiple batches at vendor location; created busi- ness continuity plan & improved vendor relation. Rolled out training programs for 2000+ employees in 5 offices in India.

● Strategic Responsibilities – Training New Hires, Creating Training Content, Managing Learning Management Sys- tem (LMS), Performing Training Need Identifications (TNIs), Vendor Management.

● Key Accomplishments –

● Enhanced Vendor Relations – Successfully transitioning 200+ associates on Dell floor. Improved and en- hanced floor metrics led to an expansion in headcount by over 50 FTEs on Vendor location.

● Spearheaded LMS Migration – Spearheaded migration of training content to Learning Management sys- tem - migrating all content/tests online; impacting multiple delivery locations, 100+ trainers, 500+ new hires.

Greenfield Online Pvt Ltd (Microsoft Subsidiary), Gurgaon, India Jun 2008 – Feb 2009 Quality Manager

Role & Responsibilities - Led and mentored 3 Team Leaders and a team of 30 quality analysts. Teams were involved in performing quality audits for operations teams.

● Strategic Responsibilities – Streamlining Quality Processes, Increasing LEAN Literacy, Stakeholder Management, Driving Process Efficiencies, Leading Corrective Action/ Preventive Action meetings.

● Key Accomplishments –

● LEAN/ Six Sigma Literacy Program – Trained the floor of 200+ associates on LEAN and Six Sigma con- cepts to increase the process efficiency literacy. Resulting in doubling of project completion rates.

● Global CAPA Meetings – Established Corrective & Preventive Action meetings to build a more robust Root Cause Analysis (RCA) program and Error Preventive Actions; reducing repeat client errors by over 50%.

Dell International Services, Mohali, India Aug 2005 - May 2008 Team Manager

Role & Responsibilities - Led a team of 20 people; responsible for staffing, deadline supervision and performance evalua- tion. The team was involved in providing technical support and up-selling products to Dell Consumers. Strategic Responsibilities – Driving Process Efficiencies, Stakeholder Management, Drive for Results, Attrition & Shrinkage Management, Performance Management, Leading Six Sigma Green Belt Projects. Key Accomplishments -

● Green Belt Projects – Ran Six Sigma Green Belt projects to increase Resole Rate by 10%, reduced Repeat Dis- patch Rates by 7%; improved customer satisfaction scores by 12% (from 73% to 85%).

● Increased Tech Sales by 200% - Team was chosen for Pilot up-selling process, outperforming business targets enabling the site to become a profit centre by generating 1.3M dollars revenue by up-selling products. EXL Services India Pvt Ltd Jul 2003 - Apr 2005

Client - Dell Inc.

Technical Lead - Supported associates on software and hardware technical issues pertaining to consumer desktops.

**References are available upon request

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