Product Manager & Strategy Consultant | Kimberly Barnes
• Led a business-critical CRM transformation for a Fortune 500 financial services company
• Legacy system suffered from poor user adoption (below 45%) and siloed data across 7 departments
• Manual processes consumed 15+ hours weekly per team across 5,000+ users in 3 continents
• Complex migration of 1M+ customer records while maintaining business continuity
• Conducted 40+ stakeholder interviews to map pain points and requirements
• Developed phased migration approach with quick wins and minimal disruption
• Created custom workflow automations eliminating 80% of manual data entry tasks
• Implemented cross-system integration connecting CRM with 5 enterprise applications
• Delivered role-specific training to all 5,000+ users
• Increased user adoption from 45% to 85% within 6 months
• Delivered $2.1M annual cost savings through process automation
• Improved data accuracy by 65%, enhancing reporting capabilities
• Reduced case resolution time by 40% through streamlined workflows
• Completed migration with 99.9% data integrity
The course provided an introduction to business concepts that are relevant to the software industry and required collaboration among teams to research and report on a technology-focused business from various perspectives. Our final presentation involved sharing our findings and predictions for Twilio, the company we studied.
The course provided an introduction to business concepts that are relevant to the software industry and required collaboration among teams to research and report on a technology-focused business from various perspectives. Our final presentation involved sharing our findings and predictions for Twilio, the company we studied.