Service Pillar: SaaS / Tool Implementation & Optimization

Client: Enterprise fintech — client-facing services organization

Client-facing delivery was fragmented across email and disconnected tools, leaving no centralized "Source of Truth" for scope, budgets, or timelines. This created significant delivery risk, delayed resource allocation, and forced client communications into unmanageable email threads with zero leadership visibility.

I led the end-to-end implementation of Kantata as the centralized delivery platform, integrating it with NetSuite to enable real-time financial visibility. I designed a unified operating model that brought planning, resourcing, and execution into one system, and transitioned all client communication from fragmented emails to a transparent, centralized client portal.

86% Faster Resource Allocation: Compressed the resourcing cycle from a 2-week manual process to a predictable 48-hour window.

Centralized Client Communication: Eliminated "email-silo" risk by moving all client interactions into a single system of record, providing both clients and internal teams with 100% visibility.

Integrated Financial Intelligence: Established a seamless Kantata-to-NetSuite sync, giving leadership real-time accuracy on project budgets, margins, and utilization.

Mitigated Scope Creep: Introduced standardized planning and execution workflows that clarified project boundaries and improved delivery predictability.

Scalable Service Delivery: Replaced "ad-hoc" coordination with an enterprise-grade operating model capable of supporting high-volume fintech client engagements.