AI-Driven Business Transformation

I architect AI systems and Salesforce integrations that process 200,000+ cases monthly with >99% accuracy across financial services — delivering 20+ FTE saved, 80%+ adoption across 1,500+ users at a KKR-backed financial infrastructure firm.

"AI does not transform businesses. The right diagnosis, the right system, and the discipline to scale it across 200,000 cases monthly — that is what does."
~ _
Business Transformation Loop Live in Production
⚠️ Manual Process
🐌 Slow Cycle Time
📊 Data Silos
AI + OPS Design
🚀 20+ FTE Saved
⚡ 200K+ Cases/Month
👥 >99% Accuracy
Diagnose operational friction → design AI solution → measure business impact

20+

FTE Saved Annualized

Through AI systems & automation

200K+

Cases Monthly

>99% routing accuracy

1,500+

Active Users

80%+ organic adoption rate

55%

Faster Onboarding

KYC cut from 18 to 8 days

71

AI Initiatives

Delivered via DigiOps Programme

Methodology

How I Work

A rigorous process designed to turn operational friction into measurable efficiency.

01 / Diagnose

Audit Friction

Map processes, uncover hidden bottlenecks, and isolate manual tasks ripe for automation.

02 / Architect

System Design

Structure secure RAG loops, agentic workflows, and human-in-the-loop validation checkpoints.

03 / Build

Deploy AI Stack

Develop pipelines with Python/SQL, call Vertex AI models, and bind systems using robust APIs.

04 / Adopt

Drive Engagement

Build intuitive UI surfaces inside existing platforms (e.g. Salesforce) to push organic adoption.

05 / Measure

Track & Scale

Validate FTE reductions, enforce strict compliance auditing, and tune model latency metrics.

"Here is how this methodology played out across three enterprise transformations at a KKR-backed financial infrastructure firm."

Portfolio

Selected Case Studies

All projects →
Skill Matrix & Operations

NEXUS — Skill Matrix & Operational Intelligence Platform

Live · 300+ Employees Role: Personal Lead
Before

Manual tracking across 300+ employees

Skill gaps and workload spread tracked in disconnected spreadsheets with no executive visibility.

After

Role-Based Self-Service Platform

Real-time BAU vs project visibility, bulk manager overrides, and executive telemetry dashboards.

Business Impact
300+ Employees tracked
Real-time Skill & workload visibility
Python SQL Looker Studio BigQuery
Read Case Study
Client Services & Knowledge

Dot, ODA & Transformer Bot — AI Knowledge Assistants

Live · Team Contribution Role: Contributing Team Member
Before

16% info-request case volume

Support agents scanning manuals manually. High escalation rate.

After

Instant AI Answers

3 RAG bots in Salesforce with cited manuals, cutting escalation to 3% across 24 knowledge initiatives.

Business Impact
4+ FTE Freed annually
16%→3% Info case volume

Part of the team that designed and rolled out three RAG-based AI assistants powered by Vertex AI.

Vertex AI RAG Pipeline ChromaDB Salesforce API
Read Case Study
Onboarding & Compliance

Intelligent Onboarding & KYC Automation

Live · 18 Days → 8 Days Role: Personal Lead
Before

18-day manual vetting

Compliance officers vetting checklists and reference data offline.

After

8-day automated cycle

AI checklist extractor, 751 monthly screenings, real-time registry screening.

Business Impact
55% Cycle speedup
1.0 FTE Reclaimed + 100% audit
Vertex AI Document Parsing Reference APIs Salesforce API
Read Case Study
Operations & Case Management

Auto-Triaging Ecosystem — Enterprise Case Routing at Scale

Live · 200K+ Cases Monthly Role: Personal Lead
Before

Manual L1 triage burden

Inbound cases manually screened, routed, and categorized causing delays.

After

Autonomous Triage at Scale

Background routing, mass noise deletion, and duplicate flagging across 215,570+ monthly cases.

Business Impact
4.9 FTE Reclaimed from triage
>99% Routing accuracy

+1.88 FTE from duplicate flagging (15,206 monthly checks)

Salesforce Python Auto-Routing Logic Duplicate Detection
Customer Experience & AI

Predictive Sentiment & Case Intelligence

Live · 20K+ Emails Analyzed Role: Personal Lead (Prompt Engineering + Change Management)
Before

Reactive escalation handling

Reactive escalation handling — negative sentiment and high-risk tickets identified only after client impact, leading to delayed intervention

After

Predictive Intervention

Predictive Intervention — AI prompts I designed classify 20,000+ emails across MarkitWire and TriResolve with dual-category scoring (Client Services + Product) enabling proactive outreach before escalation

Business Impact
20K+ Emails Monthly
20% Fewer Escalations

Designed all AI prompts for sentiment classification and led change management across Client Services teams. The dual-category framework (positive, negative, neutral) for both Client Services and Product domains enables managers to intervene proactively before clients escalate. Supported team-built integration of live call transcription and Salesforce summary glances.

Vertex AI Prompt Engineering Sentiment Classification Salesforce Change Management
Trade Operations & Reliability

Autonomous Failure Management

Live · 4,500+ Alerts Monthly Role: Personal Lead
Before

Manual alert triage

Complex alerts including LimitHub and TOC FIX disconnections required reactive human investigation.

After

Autonomous Resolution

Automated investigation, commentary, and routing of non-actionable alerts without human initiation.

Business Impact
4,500+ Alerts/month handled
Zero Human triage needed
Agentic AI LimitHub Integration TOC FIX Auto-Routing
Enterprise CRM Architecture

Salesforce ERP Architecture & Integration

Live · Enterprise Core Role: Personal Lead
Before

Manual trade pipeline mapping

Fragmented data syncs between Service Cloud and MarkitWire, creating operation blindspots and manual tracking bottlenecks.

After

Unified REST Connectors

Real-time Salesforce-MarkitWire REST connectors, Apex handler queues, and automated SOX permission validations.

Business Impact
35% Silos reduced
100% SOX compliance
Salesforce Architecture Apex & LWC Connected Apps OAuth REST APIs

Scale

Built for Enterprise. Tested at Scale.

The systems I architect and contribute to operate in production across global financial services workflows.

200K+

Cases routed monthly

Auto-Triaging Engine

Personal Lead

20K+

Client emails analyzed

Sentiment Intelligence (team)

Team Contribution

4,500+

System alerts handled monthly

Failure Management

Personal Lead

751

Compliance screenings monthly

KYC Automation

Personal Lead

71

AI initiatives delivered

DigiOps Programme

Programme Contribution

1,500+

Active enterprise users

Cross-Programme Adoption

Personal Lead

Data Intelligence

I Don't Just Build Systems. I Measure Their Impact.

Every AI product I ship includes a reporting layer that answers the questions leadership actually cares about.

Auto-Triaging Engine

Key Question How fast can we route 200,000+ cases monthly?

>99% Accuracy

Salesforce + Custom Routing Personal Lead
🧠

Predictive Sentiment Analytics

Key Question Which clients are at risk before they escalate?

20K+ Emails Analyzed

Vertex AI + Email Pipeline Team Contribution
🛡️

KYC Compliance Dashboard

Key Question Are all 751 monthly screenings compliant?

100% Compliance

Reference Registry APIs + Vertex AI Personal Lead
📊

NEXUS Skill Matrix & Ops Intelligence

Key Question Who has capacity and what skills do we need for cross-training?

300+ Employees

GCP + BigQuery + Python Personal Lead
🔧

Failure Management Console

Key Question Which 4,500 alerts need human attention?

Autonomous Routing

Jira API + LimitHub + TOC FIX Personal Lead
📋

DigiOps Programme Tracker

Key Question Are our AI initiatives on track?

71 Initiatives Delivered

Jira + Confluence Pipeline Programme Contribution
Built on: Looker Studio • Google BigQuery • GCP • Jira Open API • Salesforce Reports • Vertex AI • Python

Enterprise Stack

Capabilities & Frameworks

Interactive breakdown of my transformation stack, mapped directly to strategic decision systems.

Transformation Stack Layers

Ecosystem:

Mindset

The Questioning Method

Every transformation I have shipped started with one question. Most operational friction survives because nobody asks it.

"Why do we still do it this way?"

That single question has driven every product I have built. Most processes survive not because they work, but because nobody challenges them.

The question I asked

"Why are 150 spreadsheets the source of truth for global capacity?"

What it became

NEXUS Platform — 300+ employees, real-time skill & ops telemetry

The question I asked

"Why are we answering the same 200 questions manually every week?"

What it became

Dot & ODA RAG Assistants — 70%+ self-service resolution

The question I asked

"Why does KYC take 18 days when most of it is verifiable in minutes?"

What it became

Intelligent Onboarding — 55% cycle time reduction

Curiosity is not a personality trait. It is a professional method.

Authority

Recognition & Authority

Vetted achievements, media features, and internal honors from leading institutions.

Media Feature InspireTech 2025

Times of India Feature

Recognized among leading young operators scaling enterprise AI and automation systems. Featured for designing advanced intelligent operations pipelines and RAG workflows that deliver quantifiable business transformation.

The Times of India January 2025
OSTTRA Award Q1 2026

Highflyer Award

Awarded for delivering Looker analytics and Salesforce auto-triaging models that reduced manual queue noise for global operations.

OSTTRA (KKR Portfolio)
OSTTRA Award Q1 2025

Trendsetter Award

Awarded for building a serverless SOX compliance engine that replaced manual user access checks, saving 4.1 FTE.

OSTTRA (KKR Portfolio)
1st Prize May 2023

LUMA Design Thinking

Won first place for architecting a user-centered product design solution to optimize high-impact operational friction.

Protiviti
Spot Awards 2024 - 2026

Multiple Spot Awards

Received multiple quarterly spot awards for rapid AI tooling deployment and continuous process improvement contributions.

OSTTRA (KKR Portfolio)
Trust Credentials:
🛡️ Lean Six Sigma 🏢 KKR Portfolio Impact 🎓 IBS PGPM Finance (9.0 CGPA)

Timeline

Career Journey

A track record of driving process automation, mobile deployment, and operational design.

AI Strategy Jan 2026 - Present

Associate, AI Strategy & Ops

OSTTRA (KKR Portfolio). Architected AI systems and Salesforce integrations processing 200,000+ monthly cases with >99% accuracy. Delivered 20+ FTE in total annualized savings and 80%+ adoption across 1,500+ users.

Automation Feb 2024 - Dec 2024

Senior OpEx Analyst

OSTTRA. Engineered SOX Compliance automation using Google Apps Script, eliminating 4.1 FTEs of manual audit work and compressing cycles from 45 to 5 days. Unlocked 2+ FTEs across 10+ Lean Six Sigma initiatives. Directed transition from Microsoft to Google Workspace, freeing 0.4 FTEs.

Mobile Apps Nov 2020 – May 2022

React Native Developer (Two Roles)

Markup Designer → RPQ IT Services

Two consecutive React Native developer roles at RPQ IT Services (Noida, Sector 16, Apr 2021–May 2022) and Markup Designer (Noida, Sector 62, Nov 2020–Mar 2021). Managed full SDLC for iOS and Android, UI/UX in Figma, and CI/CD pipelines.

Academic 2022 - 2024

Academic & Finance Immersion

Dual MBA + PGPM in Finance & Analytics. Lean Six Sigma certification. Focused on process optimization, financial analytics, and structured problem-solving methods.

Academic Foundation

PGPM 2022 - 2024

PGPM, Finance & Analytics

ICFAI Business School, Gurgaon · CGPA: 9.0/10

MBA 2022 - 2024

MBA, Finance & Analytics

IFHE Hyderabad (Online) · CGPA: 8.75/10

BCA 2017 - 2020

B.C.A., Computer Science

Birla Institute of Technology, Mesra · CGPA: 7.52/10

Authenticity

Digital Garden

Brief log of lessons, experiments, and learnings as a systems builder.

⚠️

The "Prod" Incident

"Accidentally broke a production sheet during a 2024 database migration. Reinforced why read-only API scopes are vital."

💡

Vibe Coding

"Discovering that prompting is a new layer of code abstraction. Building a custom Gemini CLI changed my dev pipeline."

📖

Current Read

"Deep Work by Cal Newport. Applying structured focus methods to design clean, complex RAG assistant pipelines."

🔋

Obsession

"If a manual operational process takes more than 10 minutes, I will spend 10 hours building a clean automation loop for it."

🚀

AI Adoption

"Building AI is 20% of the work. Getting 1,500 people to use it is the other 80%."

Consultation & Engage

Let's build the
future together

I am open to strategic consultations on intelligent operations, process auditing, and scaling custom AI automation systems.

Consultation Offerings

  • Process Vetting & AI Feasibility Audits
  • Operational Excellence & Bottleneck Analysis

Areas of Focus

Agentic Workflows Intelligent Operations Process Digitization

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