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I find where your process leaks time and money, then rebuild it so the fix holds after I leave. On the last value stream I mapped, 40% of the steps added no value. Functional Lean Six Sigma Master Black Belt, 12+ years at GE and Genpact. I am Sona Murgai, Founder and Principal Advisor of Process Velocity Advisors LLC, and the author of Lean Management Essentials (Vibrant Publishers). I work with small businesses, mid-market companies and healthcare organizations whose operations are growing faster than the processes holding them up. At GE and Genpact I served as a functional Master Black Belt, Black Belt trainer and Master Coach, mentoring 200+ Green Belt and Black Belt projects, designing Black Belt training and certification assessments, and leading the Process Excellence function for the Consumer Goods, Pharma and Life Sciences business units of a global outsourcing firm. RECENT ENGAGEMENTS: ● Marketing agency, client account operations: replaced a legacy help-desk queue with a three-board workflow architecture in Asana. 7 request types standardized with named approvers, 6 disconnected systems brought under one intake and approval model, 0 downtime at cutover. ● Hospital staffing pilot: 90-day phased launch across 5 nursing departments. Baselined 7 KPIs where no measurement existed, designed the time and motion study to capture what the systems could not, then handed ownership to hospital HR and Operations against a documented transition playbook. ● Multi-state real estate investment firm: assessed 9 disconnected systems as they were actually used rather than as documented, gap-scored 6 operating domains, replaced person-based SOPs with a role-based RACI model. ● B2B medical distributor, quote-to-cash rebuild: quoting, purchasing and third-party fulfillment were running on tribal knowledge and email threads. Rebuilt as one system of record with documented sourcing decision rules, SOPs, and an integrated logistics workflow. HOW I WORK: ● Define the process and the success metrics before anything else ● Map the current state, exception paths included, so the team argues about a picture instead of about memories ● Analyze root causes with data, not opinions ● Improve: design changes your team can actually sustain once I am gone ● Control: measure against the baseline, then lock it in with SOPs, controls and dashboards ENGAGEMENTS I TAKE ON: ● Business process mapping, analysis and redesign ● Operational efficiency audits with a prioritized improvement roadmap ● SOP development and process documentation ● Workflow automation readiness: requirements, tool selection, and for healthcare, HIPAA and BAA compliance validation before you build ● Lean Six Sigma training and coaching: Green Belt and Black Belt mentoring, Black Belt curriculum design, Advanced Lean programs ● Project and change management for improvement initiatives I design and specify. When an engagement needs the technology built, I bring an established delivery partner and keep the design and the accountability with me, so you are never handed off. CERTIFICATIONS: Lean Six Sigma Master Black Belt (functional) · Certified Six Sigma Black Belt · Certified Advanced Lean Trainer · Black Belt Trainer and Master Coach · PMP (in progress) · Post Graduate Diploma in Business Management, MBA equivalent (IMI Delhi) Most engagements start with a fixed-fee Operations Diagnostic: a structured assessment that leaves you with a process map, findings and a roadmap you can act on, with me or without me. Message me with the operational problem you are facing. You will get specific questions back, not boilerplate. Sona Murgai Founder & Principal Advisor, Process Velocity Advisors LLC Lean Six Sigma Master Black Belt

Your team is busy. Work still stalls. Decisions bounce back to you. Ownership is fuzzy. Tools don’t talk to each other. Everyone’s moving, but nothing’s set up so it moves cleanly without you. I’m an Operations Systems Architect for founders and growing teams. I diagnose what’s actually blocking execution, then build only the structure needed so work moves without you as the default router. Typical starting points: - Unclear owners and recurring founder bottlenecks - Disconnected tools, chats-as-systems, and invisible dependencies - Busy teams with slow decisions and messy handoffs - Process or automation added before the real problem was named I turn the stuck point into clear decisions, owners, workflows, and next steps. Depending on what’s needed, that can include operating rhythms, SOPs/knowledge systems, project/PMO structure, reporting, ClickUp/CRM architecture, or automation/AI workflows, when they earn their place. Over 7+ years across SaaS, healthcare, agencies, and founder-led businesses (including running my own), one pattern holds: the visible problem often isn’t the real one. I don’t add process for sport. Smallest structure. Clearer ownership. Faster decisions. Consistent execution. A few examples: 1. Created execution clarity across product, engineering, and operations in a healthcare SaaS environment 2. Removed 300+ hours of annual admin through operational redesign and automation 3. Consolidated 20+ project spaces into a 2-space PMO with clearer portfolio and capacity visibility 4. Built sales and CRM systems that moved critical pipeline information out of chats and memory If something keeps getting stuck, coming back to you, or needing more coordination than it should, bring me the problem. I’ll tell you where I’d start. Speak soon, Marilit

PMP-Certified Technical Project Manager, ClickUp Verified Consultant, Business Analyst, Product Owner, and AI Product Manager with 8+ years of experience delivering SaaS, AI, FinTech, Healthcare, IAM, CRM, LMS, and enterprise software projects. 𝐄𝐱𝐩𝐞𝐫𝐭-𝐕𝐞𝐭𝐭𝐞𝐝 | $𝟓𝟎𝟎𝐊+ 𝐄𝐚𝐫𝐧𝐞𝐝 | 𝟏𝟏𝟕 𝐂𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐝 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬 | 𝟏𝟏, 𝟎𝟎𝟎+ 𝐔𝐩𝐰𝐨𝐫𝐤 𝐇𝐨𝐮𝐫𝐬 I help startups and enterprises turn complex business problems into clear requirements, optimized workflows, structured Jira and ClickUp backlogs, product roadmaps, and successfully delivered software products. My strength is bridging business and technology, from discovery and requirements through project planning, development, QA, UAT, release, and continuous improvement. 𝐓𝐄𝐂𝐇𝐍𝐈𝐂𝐀𝐋 & 𝐀𝐆𝐈𝐋𝐄 𝐏𝐑𝐎𝐉𝐄𝐂𝐓 𝐌𝐀𝐍𝐀𝐆𝐄𝐌𝐄𝐍𝐓 • Agile, Scrum, Kanban, Waterfall, and Hybrid delivery • Project planning, WBS, timelines, milestones, and release management • Sprint planning, backlog refinement, RAID, risks, and dependencies • Stakeholder management and cross-functional team coordination • Jira, Confluence, Azure DevOps, ClickUp, Asana, Notion, and Microsoft Project 𝐂𝐋𝐈𝐂𝐊𝐔𝐏 𝐕𝐄𝐑𝐈𝐅𝐈𝐄𝐃 𝐂𝐎𝐍𝐒𝐔𝐋𝐓𝐀𝐍𝐓 • ClickUp workspace setup and optimization • Project, PMO, Agile, and operational workflows • Dashboards, KPIs, custom fields, templates, and automations • Resource, workload, sprint, and backlog management • Workflow optimization and process standardization 𝐁𝐔𝐒𝐈𝐍𝐄𝐒𝐒 𝐀𝐍𝐀𝐋𝐘𝐒𝐈𝐒 & 𝐏𝐑𝐎𝐃𝐔𝐂𝐓 𝐌𝐀𝐍𝐀𝐆𝐄𝐌𝐄𝐍𝐓 • Requirements gathering and stakeholder workshops • BRD, FRD, PRD, SRS, user stories, use cases, and acceptance criteria • Functional and non-functional requirements • Product discovery, MVP planning, roadmaps, and feature prioritization • As-Is and To-Be process analysis, gap analysis, and requirements traceability • BPMN, UML, ERD, DFD, process flows, and wireframes • UAT planning, validation, and developer handoff 𝐀𝐈 𝐏𝐑𝐎𝐃𝐔𝐂𝐓 𝐌𝐀𝐍𝐀𝐆𝐄𝐌𝐄𝐍𝐓 & 𝐀𝐔𝐓𝐎𝐌𝐀𝐓𝐈𝐎𝐍 • AI product strategy and MVP definition • Generative AI and LLM use cases • AI Agents and Agentic AI workflows • RAG and knowledge-based AI solutions • AI workflow and business process automation • Human-in-the-loop workflow design • AI PRDs, readiness assessments, vendor evaluation, and implementation planning I have supported AI-enabled products including MaxOut AI, IntelliProctor, and AppointMe across discovery, requirements, PRDs, roadmaps, engineering coordination, QA, UAT, and release delivery. 𝐄𝐍𝐓𝐄𝐑𝐏𝐑𝐈𝐒𝐄 𝐄𝐗𝐏𝐄𝐑𝐈𝐄𝐍𝐂𝐄 My experience spans SaaS, AI, FinTech, Banking, Healthcare IT, IAM, Cybersecurity, CRM, eCommerce, PropTech, and digital transformation. I spent approximately 20 months supporting enterprise IAM initiatives at EmpowerID involving Airbus, Siemens, and ALDI. My broader experience includes projects involving Allianz Bank, Qatar Islamic Bank, and Foreside Financials / ACA Global. 𝐂𝐎𝐑𝐄 𝐓𝐎𝐎𝐋𝐒 Jira | Confluence | ClickUp | Azure DevOps | Asana | Notion | Microsoft Project | Visio | Lucidchart | Miro | Figma | Power BI | Salesforce | HubSpot | ChatGPT | Claude | Claude Code | Codex 𝐂𝐄𝐑𝐓𝐈𝐅𝐈𝐂𝐀𝐓𝐈𝐎𝐍𝐒 PMP | Certified Scrum Master | Certified Product Owner | Google Project Management | Accredited Business Requirements Analyst | PRINCE2 Practitioner | ITIL Foundation If you need a Technical Project Manager, ClickUp Consultant, Business Analyst, Product Owner, or AI Product Manager who can take ownership from requirements through delivery, click 𝐈𝐧𝐯𝐢𝐭𝐞 𝐭𝐨 𝐉𝐨𝐛 and tell me about your project.

Relevant Experience (Off-Upwork) - Revenue Operations, Sales Operations, CRM Administration, Reporting, and Process Optimization Specialist with 8+ years of experience supporting revenue-generating teams across SaaS and technology organizations. I help companies streamline revenue operations, improve data quality, optimize business processes, and provide actionable reporting that enables better decision-making. My experience spans Revenue Operations, Sales Operations, Renewals, Deal Desk, Order Management, CRM Administration, and Customer Operations. Most recently, I support a Revenue Operations team in a remote contract role, where I manage operational requests across GTM systems, build and maintain dashboards and reports, support CRM and system administration activities, analyze operational data, and assist with process improvement initiatives. I also manage user onboarding and access provisioning for revenue technology platforms, including LeanData and other sales and operations tools, ensuring teams have the appropriate system access and support needed to operate efficiently. Throughout my career, I have partnered closely with Sales, Customer Success, Finance, and Operations teams to manage contract renewals, pricing and quoting processes, CRM maintenance, reporting, workflow improvements, and customer-facing operational activities. Core Expertise: • Revenue Operations (RevOps) • Sales Operations • CRM Administration • Salesforce & Salesforce CPQ • Microsoft Dynamics • LeanData Administration • Dashboard & Report Development • Data Analysis & Data Quality Management • Contract Renewals • Quoting & Pricing Support • Deal Desk Operations • Order Management • Process Documentation & Optimization • User Onboarding & Access Management • Cross-Functional Stakeholder Management Tools & Platforms: Salesforce, Salesforce CPQ, LeanData, Microsoft Dynamics, Oracle, NetSuite, Microsoft Excel, Google Workspace, ChatGPT, and business reporting tools. I am known for being highly organized, detail-oriented, dependable, and capable of working independently in remote environments while maintaining strong communication with stakeholders across multiple functions and time zones.

Technical Business Analyst, Product Manager & Project Management Consultant with 16+ years of experience delivering data-driven digital solutions in 4 core industries: 🔹Banking 🔹Fintech 🔹Insurance 🔹Human Resources My tenure with Tier-1 organizations like JP Morgan Chase ( 7 Years) , Capgemini (4 Years ) , and Aon Hewitt (2 Years) has endowed me with: 🔹Deep domain expertise 🔹A proven track record of driving results in high-stakes enterprise environments I specialize in: 🔹Evaluating systems, processes, and user experiences 🔹Bridging the gap between business stakeholders and technology teams 🔹Translating ambiguous business problems into clear, structured requirements, process designs, and actionable delivery plans Whether you need: 🔹 A Business Requirements Documentation (BRD) crafted from scratch 🔹 Functional Requirements Documents (FRD) 🔹 User Stories & Acceptance Criteria 🔹 Agile/Scrum Documentation 🔹 An Agile team led through a complex sprint cycle 🔹 A system implementation managed end-to-end 🔹 UAT Planning & Support 🔹 Process Flow Diagrams 🔹 Gap Analysis 🔹 Data Mapping & Workflow Documentation 🔹 Stakeholder Communication 🔹 Project Coordination & Delivery Support I bring structured thinking, strong communication, and enterprise-level execution to every engagement. 𝗞𝗘𝗬 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 📌 Business Analysis Requirement Gathering • Functional Analysis • Documentation • Technical Writing • Workflow Analysis • Process Improvement • UAT • Functional Testing • Production Support • Business Process Design • SOPs • Roadmap Delivery 📌 Agile & Project Management Sprint Planning • User Stories • Backlog Management • Stakeholder Management • Risk Assessment • Status Reporting • Vendor Coordination 📌 Domain Expertise Banking • Credit Cards • Fintech • Insurance • HR Systems • Clinical Research • Data Management 📌 Data & Technical Skills SQL • SAS • Informatica • Teradata • ETL • Data Mapping • Data Quality • Reporting 📌 Tools & Platforms Jira • Confluence • MS Excel • MS Project • SharePoint • Tableau • Power BI • Salesforce CRM • ERP Oracle HCM, SAP HR 📌 Methodologies Agile • Scrum • Waterfall • SAFe ✅ Why clients work with me: ✔ I offer a unique combination of Business Analyst, Project Manager, Product Manager, Client Engagement Manager, Client Interview, Operation Consultant, Operation Manager, Business Manager, Technical Business Analyst, Operation Team Member, Business Development Manager and communication leadership roles which are typically handled by separate resources. ✔I serve as a central coordination partner across clients, stakeholders, and delivery teams — simplifying collaboration and improving execution efficiency across projects. ✔ Clear and structured documentation ✔ Strong business-to-technology communication ✔ Enterprise project experience ✔ Reliable stakeholder management ✔ Fast learning and problem-solving ability ✔ Detail-oriented delivery approach In addition to delivery roles, I have participated in hiring panels, helping organizations evaluate candidates and align talent with business and team needs. Clients consistently value my ability to clarify complex requirements, bridge business and technology teams, and drive projects towards successful outcomes, as reflected in my portfolio items Let’s discuss how I can help streamline your requirements and bring delivery excellence to your next project. Thank you!

𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 and Success Manager with 𝟭𝟱+ 𝘆𝗲𝗮𝗿𝘀 of experience leading 𝗦𝗮𝗮𝗦, 𝗘𝗥𝗣, 𝗖𝗥𝗠, 𝗔𝗜 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻, 𝗮𝗻𝗱 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 projects and clients from planning through successful delivery. I help 𝘀𝘁𝗮𝗿𝘁𝘂𝗽𝘀, 𝗮𝗴𝗲𝗻𝗰𝗶𝗲𝘀, 𝗦𝗠𝗕𝘀, 𝗮𝗻𝗱 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻𝘀 deliver technology projects on time, improve operational efficiency, implement scalable business systems, and align cross-functional teams around measurable business goals. Whether you're launching a 𝗦𝗮𝗮𝗦 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺, 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗶𝗻𝗴 𝗮 𝗖𝗥𝗠 𝗼𝗿 𝗘𝗥𝗣 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻, 𝗱𝗲𝗽𝗹𝗼𝘆𝗶𝗻𝗴 𝗔𝗜-𝗽𝗼𝘄𝗲𝗿𝗲𝗱 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻, 𝗼𝗿 𝗺𝗮𝗻𝗮𝗴𝗶𝗻𝗴 𝗮 𝗱𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗲𝗱 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝘁𝗲𝗮𝗺, I provide the leadership, structure, and execution needed to move projects from idea to production while reducing risk and maintaining stakeholder alignment. 𝗪𝗵𝗮𝘁 𝗜 𝗖𝗮𝗻 𝗛𝗲𝗹𝗽 𝗬𝗼𝘂 𝗪𝗶𝘁𝗵 ✅ 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 & 𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝘆 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 • End-to-end project delivery • Agile, Scrum, Waterfall & Hybrid methodologies • Sprint planning and release management • Resource allocation and capacity planning • Risk management and mitigation • Stakeholder communication and reporting • Cross-functional team leadership ✅ 𝗦𝗮𝗮𝗦 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 • Product roadmap planning • SaaS implementation and scaling • Requirements gathering and documentation • Feature prioritization and backlog management • User story creation and sprint execution • Product launches and release coordination ✅ 𝗘𝗥𝗣 & 𝗖𝗥𝗠 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 • ERP deployment and optimization • CRM implementation and customization • Business process mapping • Workflow automation • Data migration planning • User adoption and onboarding Platforms include: • Odoo • HubSpot • Salesforce • Microsoft Dynamics 365 • Zoho CRM ✅ 𝗔𝗜 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 & 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗦𝘆𝘀𝘁𝗲𝗺𝘀 • AI workflow automation • Business process automation • AI-powered document generation • AI chatbot implementation • CRM automation • Operational efficiency improvements • No-code and low-code automation solutions 𝗦𝗲𝗹𝗲𝗰𝘁𝗲𝗱 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 🔹 𝗔𝗜 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 & 𝗘-𝗦𝗶𝗴𝗻𝗮𝘁𝘂𝗿𝗲 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺 Led the planning and delivery of an AI-powered contract automation platform that streamlined document creation, approval workflows, digital signatures, and compliance tracking. 🔹 𝗔𝗜 𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺 Managed the delivery of an AI-powered coaching solution featuring personalized coaching experiences, team collaboration tools, subscription management, and AI-assisted engagement capabilities. 🔹 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 Directed the implementation of a Queue Management System for Chughtai Lab, improving operational efficiency, customer flow, and service delivery processes. 🔹 𝗕𝗹𝗼𝗰𝗸𝗰𝗵𝗮𝗶𝗻 𝗠𝗮𝗿𝗸𝗲𝘁𝗽𝗹𝗮𝗰𝗲 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺 Managed Agile delivery processes for a blockchain marketplace platform, including sprint planning, stakeholder management, release coordination, and feature rollouts. 𝗧𝗼𝗼𝗹𝘀 & 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 • Jira • ClickUp • Asana • Monday(dot)com • Notion • HubSpot • Odoo • Salesforce • Microsoft Dynamics 365 • Zoho CRM • Slack • Google Workspace • ChatGPT • Claude • Gemini • Perplexity 𝗪𝗵𝘆 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗠𝗲 ✔ PMP-Certified Project Manager ✔ 15+ Years of Leadership & Delivery Experience ✔ Strong Business and Technical Understanding ✔ Experience Managing Distributed Teams Across Multiple Time Zones ✔ Proven Expertise in SaaS, CRM, ERP, Healthcare, AI, and Digital Products ✔ Proactive Communication and Ownership Mindset ✔ Focused on Delivering Business Outcomes, Not Just Managing Tasks If you're looking for a reliable Project Manager to lead software delivery, implement CRM/ERP solutions, optimize operations, or drive AI automation initiatives, I'd be happy to discuss your project.