Swathi Soman

PMO governance: Focused on process mapping, data analysis, agile delivery support, ERP, CRM
implementation and workflow automation using Microsoft Power Automate to drive operational efficiency.
Deliverable expertise: Coordinated business applications - Microsoft Dynamics, NetSuite and managed
services to support digital operations and continuous improvement initiatives, improving accuracy,
efficiency and user satisfaction for ERP, CRM Implementations using Microsoft D365 Imp Portals.
Project management: Supported agile delivery using Azure DevOps (ADO) contributing to sprint planning,
backlog management, managing and creating dashboards.
OKR Tracking: Proficient in process mapping, data analysis and requirement gathering, leveraging tools like
Smartsheets, MS Visio, Workday, Dynamics Contact Analytic Tool (DCAT) and SharePoint.
Quality Assurance and Controls: Conducting QA/QC checks from phase zero till the go-live phases of the project to maximize deal value and manage integration risk.
Change management: Developed comprehensive training content with proven track record of change
management initiatives. This involves close collaboration with design teams, deployment teams and
product owners to create high quality training materials.
Client Relationship Management: Acted as the primary point of contact and effectively communicating
between our external stakeholders/Clients and the internal project team, building and maintaining strong client relationship, satisfaction to expand business accounts.
Sprint Execution: Ensured completion of all sprint commitments through effective sprint planning, tracking
progress, backlog tracking, and cross-functional coordination.

▸ Architecting and deploying AI agents using Microsoft Copilot Studio and Power Automate to automate high
frequency manual workflows across consulting delivery, reducing review cycles by ~30% and significantly cutting
error rates in governance and reporting processes.
▸ Applied Agile and Lean methodologies (Scrum, Scaled Agile, Kanban) on various deliverables.
▸ Anchored USD 10M+ in consulting pipeline growth by developing AI-integrated business cases, pricing models, and
ROI frameworks that sharpened client positioning and accelerated deal progression for ERP and CRM
transformation mandates.
▸ Designed and launched executive Power BI dashboards tracking revenue, project burn rates, margin performance,
and risk indicators — enabling real-time, data-driven decisions for senior leadership across multiple client accounts.
▸ Performed QA/QC checks from Phase 0 through Go-Live, mitigating integration risks and improving delivery quality,
compliance, and release readiness.
▸ Led cross-functional delivery governance across consulting, technology, and operations teams — defining project
charters, risk mitigation frameworks, and change-control mechanisms that improved on-time delivery and
stakeholder accountability.
▸ Produced market research, competitive intelligence, and feasibility studies for digital transformation programs
equipping leadership with structured recommendations on ROI, implementation risk, and proposition fit.
▸ Strengthened client retention by aligning contractual milestones with operational KPIs, improving delivery
predictability and commercial stability across long-term engagement portfolios.
▸ Contributed to a 20% improvement in delivery efficiency by identifying operational bottlenecks through revenue
trend analysis, cost structure reviews, and performance data modelling.

Project Management excellence: Successfully led, managed and delivered 50+ projects, ensuring strict
adherence to timeliness and quality standards.
Project Monitoring and Tracking: Implemented robust monitoring and tracking mechanisms, ensuring project
progress was on schedule and within budget.
Resource Management: Strategically allocated resources and delegated tasks, optimizing resource
utilization and improving project efficiency and execution.
Compliance and Quality Improvement: Led compliance exercise to drive continuous improvement in project
management processes, resulting in increased efficiency and quality.
Diverse deliverables expertise: Managed a wide range of deliverables, including VAE, RTE, flashcards, print,
VAE Updates etc., demonstrating versatility and adaptability.
Support for brand programs: Provided critical support for end of year and State and National programs,
contributing to the success of brand launches and development efforts.
Risk Management: Identifying potential risks and developing strategies to mitigate them. To actively monitor
project risks, implement risk mitigation plans, and address any issues that arise during the projects.
Conduct and host meetings and daily scrum calls to track project progress.

▸ Delivered 50+ AI-enabled and digital client initiatives end-to-end — from converting strategic goals into structured
execution plans to driving market-ready outcomes across cross-functional teams spanning marketing, analytics,
and technology.
▸ Improved delivery predictability by 50% through disciplined project tracking, milestone governance, and proactive
dependency management across multiple concurrent mandates.
▸ Acted as central coordination point across marketing, analytics, operations, and leadership — ensuring alignment
on timelines, scope, and business objectives while managing stakeholder expectations at each stage.
▸ Generated performance-based insights from campaign data and operational metrics to recommend improvements
in pricing strategy, cost efficiency, and commercial decision-making.
▸ Contributed to feasibility assessments and business case inputs for new digital initiatives, enabling leadership to
evaluate expansion opportunities with structured, evidence-backed recommendations.
▸ Standardised project reporting, documentation, and communication frameworks by accelerating decision cycles and
improving visibility for leadership reviews across concurrent client programmes.
▸ Improved execution quality by monitoring risks, tracking scope changes, and aligning delivery plans with commercial
expectations, resulting in stronger control over financial impact and operational consistency.