Wealth Management & Asset Servicing
Multi-Workstream D365 Transformation — Asset Servicing, CX & Marketing Integration
Served as Principal Technology Architect across one of the most complex and
broad-scoped D365 engagements at a global wealth management
and asset servicing leader with $1.3T+ in AUM. Delivered multiple concurrent
workstreams: implemented D365 Customer Service with enterprise
case management and onboarded 700+ shared mailboxes into
automated email-to-case routing — eliminating manual triaging across global
service teams. Delivered a Cisco CTI integration for the
contact centre, bringing screen-pop, click-to-dial, and automatic call logging
to the agent desktop. Architected the Salesforce-to-D365 migration
of the Global Foreign Exchange platform into D365 Asset Servicing, consolidating
two enterprise CRM platforms, removing duplicate data maintenance, and delivering
$300K+ in annual Salesforce licence savings. Built a
D365–Marketo integration using custom connectors to synchronise
CRM contact and account data with external marketing campaigns, enabling unified
audience targeting across wealth management divisions. Additionally provided
strategic consulting to Microsoft on the design of a
Global Sales Target Operating Model — directly influencing
platform strategy at an enterprise level.
Dynamics 365 Customer Service
D365 Asset Servicing
Cisco CTI
Marketo
Custom Connectors
Power Automate
Salesforce Migration
Azure API Management
Azure DevOps
Power BI
📈 600+ users onboarded · 700+ shared mailboxes automated · $300K+ annual Salesforce licence savings · CRM–Marketo pipeline unified · Microsoft Global Sales TOM advisory
Healthcare Insurance
D365 Customer Service & Genesys CTI — Member Services Transformation
Served as Senior Technology Architect for the implementation of
Microsoft Dynamics 365 Customer Service at one of the Pacific
Northwest's largest health insurance providers, serving 2M+ members across
Washington and Alaska. Deployed the full D365 Customer Service stack — case
management, SLA enforcement, knowledge base, and intelligent routing — and
integrated Genesys Cloud CX for CTI via a certified
ISV connector, delivering screen-pop, click-to-dial, and
automatic call-to-case creation directly in the agent desktop. Configured
HIPAA-compliant case audit trails and automated SLA breach alerting to meet
state insurance regulatory requirements. Built Power Automate
flows for case escalation, member callback scheduling, and benefit inquiry
routing — reducing agent effort on every inbound interaction and improving
first-call resolution across member services.
Dynamics 365 Customer Service
Genesys Cloud CX
ISV CTI Connector
Power Automate
SLA Management
Azure DevOps
Power BI
📈 400+ agents onboarded · 30% reduction in AHT · HIPAA-compliant audit trail · Automated case creation on every inbound call
Institutional Banking
Greenfield D365 Customer Service & Avaya CTI Implementation
Served as Senior Technology Architect for a greenfield implementation of
Microsoft Dynamics 365 Customer Service at one of the world's
largest custodian banks and investment management firms. Built the enterprise
agent desktop from scratch — configuring case management, SLA policies, knowledge
base, and intelligent routing — and delivered a full
Avaya CTI integration that brought screen-pop, click-to-dial,
and automatic call-to-case logging directly into the D365 interface. Developed
custom PCF (Power Apps Component Framework) controls to meet
the complex UI and compliance requirements of institutional banking service
teams. Implemented Omnichannel for Customer Service to unify
voice, email, and case queues, and built Power Automate flows for auto-escalation,
SLA breach alerts, and case routing — delivering 100% call-to-case traceability
required for regulatory compliance.
Dynamics 365 Customer Service
Avaya CTI
PCF Controls
Omnichannel
Power Automate
Azure API Management
Azure DevOps
Power BI
📈 500+ agents onboarded · 28% reduction in Average Handle Time · 3 min saved per call via screen-pop · 100% call-to-case traceability
CRM Modernisation · Automotive Industry
Enterprise CRM Modernisation — D365, CPQ & Salesforce Integration
Served as Technology Architect for a global CRM transformation at a world-leading
automotive claims and vehicle lifecycle company operating across 90+ countries.
Led the end-to-end rollout of Microsoft Dynamics 365 Sales as the
enterprise CRM, replacing and integrating with legacy Salesforce
data and connecting a Configure-Price-Quote (CPQ) engine to
streamline the quote-to-cash cycle. Designed the integration architecture using
Azure API Management, Azure Service Bus, and
Logic Apps to handle real-time and asynchronous data flows across
30+ integration touchpoints. Oversaw Salesforce-to-D365 data migration, drove CPQ
automation to eliminate manual quoting bottlenecks, and delivered a unified
customer 360° view across global sales teams.
Dynamics 365 Sales
CPQ
Salesforce
Power Automate
Azure API Management
Azure Service Bus
Logic Apps
Power BI
Azure DevOps
📈 700+ users onboarded · 12 countries · 60% faster quote-to-order cycle · 30+ automated integration touchpoints
Enterprise Loyalty · American Airlines
World's Largest Airline Siebel Loyalty Platform
Served as Technology Architect — in close collaboration with
Deloitte Consulting — on the design and implementation of the
world's most complex and volumetric airline loyalty program:
American Airlines AAdvantage, built on Oracle Siebel CRM.
Designed real-time and batch interfaces with partner networks, credit card
co-brand integrations, and legacy app migrations. Delivered Call Center UX
enhancements resulting in a
11% reduction in Average Handle Time (AHT) for the AAdvantage
Call Center, and led GDPR (Europe) and CCPA (CA/USA) compliance implementations.
The Siebel Open UI upgrade was showcased by the client at
Oracle Open World.
Independently architected and delivered three revenue-generating loyalty
applications: Winback — targets high-value frequent flyers
of competing airlines and matches their status within AAdvantage, converting
them to AA loyalty members; Retain — identifies at-risk
AAdvantage members and executes targeted retention workflows to preserve their
loyalty tier and keep them flying AA; and Proactive —
automatically identifies loyal customers with miles approaching expiry and
initiates outbound contact to guide them to a qualifying activity, generating
a chargeable transaction that extends their miles and prevents attrition.
All three applications delivered multi-million dollar revenue impact
for American Airlines.
Oracle Siebel CRM
Siebel Open UI
RTI & Batch
Siebel eScript
DevOps Automation
GDPR/CCPA
Deloitte Collaboration
📈 11% reduction in AHT · Winback · Retain · Proactive — multi-million dollar revenue apps · Oracle Open World showcase
Data Engineering · Airline Merger
US Airline Merger Loyalty Data Consolidation
Led the data consolidation strategy across two loyalty programs involved in one of
the largest airline mergers in US history. Architected the migration and unification
of complex member data, transaction histories, and partner integrations across two
enterprise Siebel CRM systems — ensuring continuity of loyalty operations and
member experience throughout the merger transition.
Oracle Siebel CRM
Data Migration
Batch Integration
Agile Pod Delivery
🤝 Seamless loyalty continuity across major US airline merger
Siebel CRM · Infosys
Multi-Industry Siebel CRM Implementations
Delivered multiple Siebel CRM implementations across green field and maintenance
engagements at Infosys over 6+ years — operating across roles as Technology Lead,
Siebel Developer, Configurator, and Administrator. Served clients across telecom,
manufacturing, and enterprise services, building deep platform expertise that
became the foundation for large-scale loyalty and CRM architecture work at Cognizant.
Oracle Siebel CRM
Siebel Config
Siebel Admin
Enterprise Integration
🏛 6+ years · Multiple industries · Green field & maintenance
Telecom · Career Foundation · Tech Mahindra
Custom CRM Order Management — British Telecom
Began career at Tech Mahindra as a Software Developer, working
on a bespoke CRM application for a major UK telecommunications provider's
Order Management module, built in Visual C++. Gained foundational
experience in enterprise CRM architecture, telecom domain processes, and
client-facing software delivery — earning a
Delivery Excellence Award for outstanding contribution to the
programme and establishing the engineering roots that underpinned two decades
of CRM architecture work across global enterprises.
Visual C++
Custom CRM
Order Management
Telecom Domain
🏢 Career foundation · Delivery Excellence Award · UK Telecom