Aditi Consulting relied on siloed tools and manual processes for invoicing, payroll, and SOW lifecycle management. This created frequent client invoicing errors, payroll inconsistencies for consultants, and major operational inefficiencies across Finance, Delivery, HR, and Sales. The lack of a centralized system introduced visibility gaps, rework, and growing reputational and financial risk.
I Lead the E2E implementation of a Professional Services Automation (PSA) platform to centralize operational workflows, eliminate manual error-prone processes, integrate with Salesforce, and create a scalable foundation for future growth.
Directed a 10-member global team across the US, LATAM, and India, coordinating Finance, HR, Sales, Delivery, IT, and vendor resources.
Designed a hybrid delivery model: predictive roadmap for the MVP + iterative sprints for post–Go-Live enhancements.
Managed full lifecycle delivery: requirements definition, vendor evaluation, onboarding, data migration, configuration, integrations, and UAT.
Facilitated alignment between Finance and Delivery through prioritization frameworks, backlog governance, and shared OKRs.
Created a SharePoint project hub containing documentation, dashboards, SOPs, RAID logs, and training materials for enterprise-wide transparency.
Led training and change enablement for 100% of Project Champions across regions.
Delivered SOPs and process workflows on time and ensured adoption across functions.
Established governance rituals: RAID sessions, sprint ceremonies, and stage-gate reviews.