What needed to change
PV Doctor needed to streamline operational workflows across agent commissions, contracts, payments, and third-party integrations, reducing the manual coordination required to manage these processes.
From ambiguity to a plan
I worked with business and operations stakeholders to understand existing workflows, map As-Is and To-Be processes, identify gaps, and translate business requirements into structured CRM workflows and data models.
Turning the plan into something real
I translated the redesigned business processes into CRM workflows and data models covering agent commissions, contracts, payments, and third-party integrations. I also developed KPI dashboards for operational visibility and incorporated GenAI/LLM-based tools to improve parts of the workflow.
reduction in manual follow-ups through redesigned and streamlined operational workflows.