Gaurav Sharma, MBA

Toronto, Ontario, Canada
3K followers 500+ connections

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About

Energetic and motivated AI-Powered Automation & Intelligent Decisioning Expert, certified…

Articles by Gaurav

  • Most Important TWO WORDS....

    This is a story of the most important lesson of my professional life, which I learned early in my career and which will…

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Experience & Education

  • Pegasystems

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Licenses & Certifications

Volunteer Experience

  • Adjunct Faculty

    Bharat Centre of Canada

    - Present 5 years 2 months

    Education

    Educating students on how India and Canada are jointly adding great value into the domain of ICT (Information and Communications Technology).

  • Voluntary Mentor

    Canada Immigration Forum

    - Present 9 years 7 months

    Social Services

    - I am a very active member on Canada Immigration Forum helping out applicants with their queries with regard to immigration to Canada as permanent resident.
    - My suggestions have helped many applicants to get their Canadian PR successfully.

  • Volunteer

    NEWS - Newgen Education and Children Welfare

    - 8 years 8 months

    I offer work based mentoring to my mentee/s who are pursuing studies. I create awareness about the basic qualities required in a professional and appraise them of working in a software company.

  • ICFAI Graphic

    Guest Lecturer and Mentor

    ICFAI

    - 1 year 8 months

    Education

Publications

  • DMS: Overcoming Challenges in Corporate Banking

    Newgen Software Technologies

Courses

  • Business Process Management

    -

  • Business Research Methods

    -

  • Business Strategy

    -

  • Consumer Behavior

    -

  • IT for Managers

    -

  • Operations Management

    -

  • The winning edge - Communication Strategies for Leaders

    -

Projects

  • Corporate and Retail Loan Origination Project

    -

    A large MNC bank in south east Asia initiated a project to convert the entire cumbersome loan origination process to an automated software based process which provides the bank the flexibility to issue loans, reduce the SLA's and also provide real time monitoring. Project included understanding of country specific process, forming the blue print of process, creating the process on an agile Business Process Management platform with extensive business rules automation coupled with Document…

    A large MNC bank in south east Asia initiated a project to convert the entire cumbersome loan origination process to an automated software based process which provides the bank the flexibility to issue loans, reduce the SLA's and also provide real time monitoring. Project included understanding of country specific process, forming the blue print of process, creating the process on an agile Business Process Management platform with extensive business rules automation coupled with Document Management Platform to provide bank users a simple and robust platform to accomplish the project. All technical documents were written by me as a part of project including solution framework, proposals, architecture, manuals, demo scripts and project deliverables

  • Customer Relationship Management System

    -

    One of the prominent private bank in GCC initiated a project for Customer Relationship Management(CRM) to serve their customers better firsthand. The project activities included working on business requirements, creating technical proposals, working on commercials, showcasing prototypes and assisting sales team to close the project. The project went live in the shortest time span thereby enabling the bank with high tech CRM suite to serve their customers.

  • Project DIARS (Document Imaging Archiving Retrieval System)

    -

    Project aimed at converting a large private bank in Philippines to a paper less office by digitizing all documents emanating from each branch and across all channels. My project activities included consulting, understanding requirements, technical writing, forming solution, presenting and consultative selling. The bank is now a digital house with no physical paper rolling for approvals or retrievals.

  • Mobile Based On-Boarding

    -

    A large private bank in Philippines took the initiative to on-board customers through mobile enabled field force.Project included understanding the sales process, on boarding requirements, configuration of the Mobility based On-boarding Solution, presenting, consultative selling and finalizing the project. Post that all technical documents were written by me as a part of project.

  • Invoice Processing & Account Payable Automation

    -

    One of the innovative and integrated multi food products Group based in the United Arab Emirates initiated a project for automation of invoice processing and accounts payable as well as integration with Oracle suite. They hired Ernst & Young for evaluation of solution providers, although EnY had the practice of Oracle still we bagged this deal in swift amount of time. The project activities included working on business requirements, creating technical proposals, working on commercials…

    One of the innovative and integrated multi food products Group based in the United Arab Emirates initiated a project for automation of invoice processing and accounts payable as well as integration with Oracle suite. They hired Ernst & Young for evaluation of solution providers, although EnY had the practice of Oracle still we bagged this deal in swift amount of time. The project activities included working on business requirements, creating technical proposals, working on commercials, showcasing prototypes and assisting sales team to close the project. The project went live in the shortest time span thereby enabling the client with high level of satisfaction and delight.

  • AP Process Automation With Image Enablement (L1)

    -

    One of the largest producers of distilled beverages wanted an automated workflow system that will be integrated with SAP for capturing invoices and other related documents and make payments accordingly. They want to automate the entire operations over a scalable BPM architecture. Project included understanding of the current process, framing the blue print, creating the requirements, creating the prototype, technical writing, documentation, presenting the prototype and finalizing the scope.

  • Centralized Loan processing , Invoice Discounting, Vendor Portal, Accounts Payable and Monitoring

    -

    One of the premier financial Small and Medium Enterprise (SME) financing focused NBFC, they intents end-to-end automation of Loan processing , Invoice Discounting, Vendor Portal, Accounts Payable and Monitoring and further improve quality of services, increase efficiency of operations and monitor the complete process. This solution will enable them to simplify and speed up the end to end cycle-time of the core business process, save on man-work hours, maintain low process risk level and to…

    One of the premier financial Small and Medium Enterprise (SME) financing focused NBFC, they intents end-to-end automation of Loan processing , Invoice Discounting, Vendor Portal, Accounts Payable and Monitoring and further improve quality of services, increase efficiency of operations and monitor the complete process. This solution will enable them to simplify and speed up the end to end cycle-time of the core business process, save on man-work hours, maintain low process risk level and to provide state-of-the-art workflow & business processes. This would result in increasing customer satisfaction and improve profitability. The project activities included creating business case intially as they were already using one of the competitor solution, complete as is analysis, finding challenges in the existing process, suggesting to be process and target performance that can be achieved through proposed solution, working on business requirements, creating technical proposals, working on commercials, showcasing prototypes and assisting sales team to close the project. This deal was really one of the challenging deals as it involve making the case, showcasing it to multiple stakeholders including sponsor, regulator, project manager, Implementation SME, Domain SME etc.

  • Accounts Payable Automation

    -

    One of the largest Fashion-led hypermarket chain with a footprint of over 189 stores, cumulative trading area in excess of 3 million square feet, in over 110 cities, wanted to automate there Accounts Payable Process and require Integration with there Core ERP SAP as they were facing challenges in timely payment of vendor bills, invoice load was huge, proper tracking, reducing TAT, to address clients queries efficiently, auto posting in SAP and Image enabling SAP system. Project included…

    One of the largest Fashion-led hypermarket chain with a footprint of over 189 stores, cumulative trading area in excess of 3 million square feet, in over 110 cities, wanted to automate there Accounts Payable Process and require Integration with there Core ERP SAP as they were facing challenges in timely payment of vendor bills, invoice load was huge, proper tracking, reducing TAT, to address clients queries efficiently, auto posting in SAP and Image enabling SAP system. Project included understanding of there existing process, current challenges analysis, forming the solution on an agile Business Process Management System( BPM) and automation of AP Process, presenting the solution, consultative selling and finalizing the project. All technical documents were written by me as a part of project and for closure I designed a Proof of Concept which was the game tuner. Client now runs at 150% efficiency of vendor payments and is recognized as a success story.

  • DMS and Workflow Automation

    -

    One of the best Health Insurance company in India offers Medical insurance policy and they were looking to automate more then 27 processes like New Business Application, Renewal Application, Portability Process, Claims Inward Process, Policy Owner Servicing, New Empanelment, Preauthorization Process etc. The project activities included working on business requirements, creating technical proposals, working on commercials, showcasing prototypes, analysing competition, consultative approach and…

    One of the best Health Insurance company in India offers Medical insurance policy and they were looking to automate more then 27 processes like New Business Application, Renewal Application, Portability Process, Claims Inward Process, Policy Owner Servicing, New Empanelment, Preauthorization Process etc. The project activities included working on business requirements, creating technical proposals, working on commercials, showcasing prototypes, analysing competition, consultative approach and assisting sales team to close the project.

  • Resumepedia - Resume Development Process

    -

    Resume automation process developed for a leading online classifieds company with a strong portfolio of brands, experienced management team and a business model that is driven to further capitalize on its first phase of growth. Case was of replacement of their existing BPM solution Skelta as apt support was not provided to them. I showcased and presented BPM solution demonstration, followed by POC, after which client really liked the solution and ask for the implementation as soon as possible…

    Resume automation process developed for a leading online classifieds company with a strong portfolio of brands, experienced management team and a business model that is driven to further capitalize on its first phase of growth. Case was of replacement of their existing BPM solution Skelta as apt support was not provided to them. I showcased and presented BPM solution demonstration, followed by POC, after which client really liked the solution and ask for the implementation as soon as possible. They automated Resume writing, Cover letter writing, Application writing etc processes on Newgen BPM platform.

  • Accounts Payable and Monitoring Process

    -

    A large multinational IT Services Company comprises 88,000 professionals of diverse nationalities, operating across 31 countries has identified requirement for automation of Account Payable process integrated with SAP ERP. The project activities included working on business requirements, creating technical proposals, working on commercials, showcasing prototypes and assisting sales team to close the project. We propose to design a solution on the HCL Toscana BPM product which would be a fully…

    A large multinational IT Services Company comprises 88,000 professionals of diverse nationalities, operating across 31 countries has identified requirement for automation of Account Payable process integrated with SAP ERP. The project activities included working on business requirements, creating technical proposals, working on commercials, showcasing prototypes and assisting sales team to close the project. We propose to design a solution on the HCL Toscana BPM product which would be a fully automated and integrated with SAP ERP solution for Accounts Payable process. The system will allow for automated routing of work based on rules and provide a Dashboard that would allow for measurement and monitoring of the process.

  • Imaging & Document Management Solution

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    One of the leading chain of super speciality hospitals were looking forward for Document Management System to create a virtual paperless office. They use lot of physical paper as across departments. The use of physical paper prevents a user from accessing the located anywhere, which means the document has to be couriered to the location of the user. This adds up in cost as the document has to be duplicated and then sent through reliable couriers which are expensive. Hence when a user wants to…

    One of the leading chain of super speciality hospitals were looking forward for Document Management System to create a virtual paperless office. They use lot of physical paper as across departments. The use of physical paper prevents a user from accessing the located anywhere, which means the document has to be couriered to the location of the user. This adds up in cost as the document has to be duplicated and then sent through reliable couriers which are expensive. Hence when a user wants to share a document it becomes very expensive and time consuming. The project activities included working on business requirements, creating technical proposals, working on commercials, showcasing prototypes and assisting sales team to close the project.

Honors & Awards

  • Medallion Award

    Pegasystems Inc

    Medallion Club Winners are selected for achieving (or contributing to, as a supporting role) at least 100% of their sales quota for each year. Each of these outstanding individuals has achieved results above and beyond what was expected of them, and has created significant, positive impact in achieving our sales goals.

  • Chairman's Award Nominee

    Pegasystems Inc

    Pega's Chairman’s Award program is an annual award to recognize individuals who go above and beyond to crush complexity and drive our business forward.

  • Medallion Award

    Pegasystems Inc

    Medallion Club Winners are selected for achieving (or contributing to, as a supporting role) at least 100% of their sales quota for each year. Each of these outstanding individuals has achieved results above and beyond what was expected of them, and has created significant, positive impact in achieving our sales goals.

  • Newgen Excellence Award

    Newgen Software Inc

    My effort was instrumental in closing 4 big orders for Americas.

  • Newgen Emerge Award

    Newgen Software Technologies

    Won this award for my various achievements in APAC market.

  • Winner - Snooker Championship

    Newgen Software Technologies

    Won snooker championship tournament of Newgen.

  • Winner Pool Championship

    Newgen Software Technologies

    Won Newgen Pool Championship Tournament

  • Won Pat on the Back Award

    Newgen Software Technologies

    Won Pat on the back award for fastest closure of one of the EMEA region case.

  • Gold Medal Winner - Inter University Badminton Championship

    Punjab Technical University

  • Silver Medal Winner - Inter University Badminton Championship

    Punjab Technical University

Test Scores

  • IELTS

    Score: 8

Languages

  • English

    Full professional proficiency

  • Hindi

    Full professional proficiency

  • Punjabi

    Full professional proficiency

Organizations

  • AIIM (Association of Image and Information Management Professionals)

    Member

    - Present

    I offer work based mentoring to my Mentee/s who are pursuing studies. I create awareness about the basic qualities required in a professional and appraise them of working in a software company. Also help them in their studies and projects.

  • International Institute of Business Analysis (IIBA)

    Member (169890)

    - Present

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