Swati Srivastava · Jaipur, India

I turn complex business challenges into scalable products, enterprise solutions and successful delivery.

Enterprise Transformation | Salesforce Consulting | Product Strategy | Delivery Leadership | AI-Enabled Innovation

Explore my work Get in touch
  • SalesforceEnterprise platforms
  • ProductValue & trade-offs
  • DeliveryDiscovery to release
Swati Srivastava
“Where does ownership change?”
Pricing
Salesforce
“What must stay protected?”
Compliance
Delivered
UAT → go-live → hypercare

My career across organisations

  • Principal Business Analyst
  • Senior Salesforce Functional Consultant
  • Senior Solution Designer / Product Owner
  • Senior / Lead Business Analyst
  • Associate Project Manager / Senior BA
  • Business Analyst
  • Business Development Executive

I connect the perspectives

Business analysis. Salesforce consulting. Product ownership. Delivery leadership.

My journey across accounting technology, insurance, manufacturing and pharma services has one thread: helping people turn complex needs into clear decisions.

Explore my professional journey
BusinessWhat value matters?UsersWhat needs to work?TechnologyWhat is feasible?DeliveryWhat is ready?One shared
decision

What I help you solve

Explore the consulting work behind a clearer process, a feasible solution and a delivery team ready to move.

Make the real business need clear

Fragmented workflows and competing requests need shared decisions before they need more software.

Discovery, process mapping, fit-gap analysis, functional design, workflow optimisation and change management.

  1. ListenStakeholders & pain points
  2. Map & challengeProcess, assumptions & gaps
  3. AgreeScope & testable requirements
Judgement in practice

Separate a justified business difference from historical duplication.

See the Global manufacturing enterprise assessment

Illustrative method. Project contributions and outcomes are detailed in each case study.

Decisions behind the delivery

Five project stories. The business challenge, the choices made and the outcome supported by evidence.

Understand the why, simplify the how

Find the friction. Make the trade-offs visible. Keep the right people accountable at every step.

A colleague pointing at sticky notes on a planning wall

  1. Discover

    Understand the workflow, users and business need.

  2. Challenge

    Question assumptions and expose constraints.

  3. Design

    Make options and trade-offs explicit.

  4. Prioritise

    Agree value, scope and acceptance criteria.

  5. Deliver

    Align teams through release and adoption.

  6. Measure

    Validate the outcome and learn what comes next.

Where AI helps, where people decide

AI as a thought partner

I use AI to accelerate analysis and execution, while retaining accountability for stakeholder alignment, security, solution feasibility and delivery decisions.

AI-assisted ways of working. I use AI as an analytical partner, validate its output and keep business judgement with people.

AI-enabled product experience. As a Senior Solution Designer in accounting technology, I worked on AI/ML-enabled document capture, data extraction and anomaly-detection use cases within a document-capture product.

Future opportunities. These five future-state concepts explore synthesis, review and decision support. They are proposals, not implemented client solutions.

A colleague pointing at charts on a wall-mounted data screen

A practical enterprise AI lifecycle

A framework for evaluating future AI opportunities. Define the business need, permissions and evaluation criteria before integrating a proposed solution.

1 / 5

    Governance comes first: approved enterprise tools, permitted data, source validation and accountable human approval. Each concept keeps access controls and business decisions with people.

    A career connecting perspectives

    From commercial conversations to product decisions and enterprise delivery.

    Download full résumé

    1. Principal Business Analyst · Quarks Technosoft Pvt. Ltd.

      Nov 2026 – Present

      Permanent full-time · Joined 2 November 2026.

      • Business analysis

    2. Senior Salesforce Functional Consultant · Fexle Services (a Xoriant company)

      May 2025 – Jun 2026

      Salesforce functional consulting across manufacturing, pricing and life-sciences initiatives.

      • Delivery governance
      • RAID & dependencies
      • UAT & release
      • Salesforce
      Case studiesGlobal manufacturing enterpriseManufacturing enterpriseEnterprise document collaboration
      What I did
      • Turned agreed scope into delivery plans, milestones, backlogs and release schedules.
      • Ran delivery governance: RAID logs, decision tracking, release cadences and stakeholder reviews.
      • Coordinated Product, Architecture, Development and QA through UAT, go/no-go, deployment and hypercare.

    3. Senior Solution Designer / Product Owner · Sage Business Technology India

      Apr 2022 – Mar 2025

      AI/ML-enabled document capture, then core client-management product workflows.

      • Product ownership
      • Solution design
      • Backlog refinement
      • Data mapping
      Case studiesAccounting Client Management
      What I did
      • Investigated escalated customer issues and turned recurring friction into product understanding.
      • Owned discovery and requirements for Client Management and entity creation.
      • Defined duplicate detection and merge questions with Product, UX, Engineering and QA.
      • Recognised with the “Excellence in Product Management” award.

    4. Senior / Lead Business Analyst · Metacube Software

      Oct 2020 – Apr 2022

      On an insurance product and its regional rollout.

      • Salesforce
      • Process maps
      • User stories
      • Fit-gap
      Case studiesInsurance platform
      What I did
      • Facilitated region-specific discovery and regulatory rule clarification.
      • Translated policy, claims and service needs into process maps, use cases and user stories.
      • Supported fit-gap decisions between the global standard and local variation.

    5. Associate Project Manager / Senior BA · Exallion Software Solutions

      Jun 2018 – Sep 2020

      Project escalations, client service and team mentoring across multi-client delivery.

      • Escalations
      • Client service
      • Mentoring
      • Delivery coordination
      What I did
      • Managed project escalations and kept service delivery on standard.
      • Mentored and onboarded team members and built reusable knowledge assets.
      • Introduced a client feedback system and coordinated cross-team initiatives.

    6. Business Analyst · Gempulse Infotech

      Mar 2017 – May 2018

      Client requirements and project execution foundations.

      • Requirements
      • Documentation
      • Project execution
      What I did
      • Translated client discussions into documentation, tasks and testable expectations.
      • Supported project execution under changing requirements.

    7. Business Development Executive · Appiqo Technologies

      Apr 2016 – Feb 2017

      Sales and business development, the commercial foundation for later BA work.

      • Sales
      • Business development
      What I did
      • Sales and business development work with clients.
      • The commercial foundation for later requirements capture and client communication.

    Foundations in business analysis and delivery

    Early client-facing work at Appiqo, Gempulse and Exallion established the foundation for enterprise consulting and product delivery.

    Explore the early-career case study

    Challenge & contribution

    • Translate client expectations into functional requirements and coordinated implementation steps.
    • Support scope clarification, task tracking, issue escalation, testing, UAT and delivery communication.

    Decisions & value

    Distinguish requirements from changes, make ownership and dependencies visible, and use clear follow-up to support delivery alignment. These experiences built analysis, stakeholder-management and execution foundations.

    AI Reimagined · Future-State Concept

    AI could support meeting synthesis, requirements comparison and delivery-risk summaries, with analyst validation. This is a future opportunity, not a historical deployment.

    Skills & certifications

    “I do not confuse AI-generated content with verified business truth.”

    Key strengths

    • Business analysis & requirementsDiscovery, AS-IS/TO-BE, business rules
    • Product ownershipBacklogs, MVP scope, prioritisation
    • Salesforce functional consultingGlobal orgs, portals, pricing workflows
    • Project & delivery managementUAT, go-live and hypercare
    • Stakeholder managementLeaders, users, architects, QA, partners
    • Process optimisationFit-gap and standardisation decisions
    • Data-driven decisionsUsage and cost data as decision inputs
    • AI strategy & adoptionWhere AI helps, where people decide

    Platforms

    • Salesforce
    • Experience Cloud
    • SharePoint
    • Jira
    • Microsoft Graph

    Education

    B.Tech, Computer Science and Engineering · Rajasthan Technical University, Kota · 2016

    Two colleagues talking on a sofa

    Let’s build what’s next

    Have a complex enterprise process, Salesforce transformation or AI adoption challenge? Let’s explore the problem, the constraints and the path to delivery.

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