Harsh Meshram

For a mortgage and business loan transformation program, led requirement workshops and authored BRDs, functional specifications, and process flow documents. Configured Salesforce components to support loan origination and underwriting workflows, including automated approvals, validations, and business rules. Integrated third-party services for verification, supported functional and integration testing and UAT coordination, and facilitated adoption through user training and guides.

Led business analysis for technology risk and digital transformation initiatives for KPMG, including requirements gathering, user stories, acceptance criteria, and delivery roadmaps. Facilitated stakeholder workshops to identify process gaps, dependencies, and risks, and defined validation and exception-handling workflows for AI-driven agentic workflow solutions. Supported current/future state assessments and requirements traceability across multiple streams, including Agile delivery coordination and UAT readiness activities.

Analyzed requirements for a customer self-service portal for retail insurance agents, defining user registration, authentication, and approval workflows. Coordinated with stakeholders to align business expectations with solution design and recommended automation opportunities to improve operational efficiency and user experience. Partnered with delivery teams to support a successful MVP implementation using Salesforce-based workflows.

Led migration efforts for business modules into Salesforce, producing BRDs, FRDs, use cases, and user documentation. Conducted gap analysis, facilitated requirements workshops, and helped define scope and process flows with key stakeholders. Coordinated testing within an Agile delivery framework and supported reporting/dashboard development to track campaign and customer performance.

Gathered and documented requirements for patient management and clinical workflows with an emphasis on EHR integration and HIPAA compliance. Developed user stories, use cases, and process maps to support solution design and delivery alignment. Coordinated UAT activities and supported go-live by validating business requirements, delivering user training, and collecting feedback for continuous improvements.

Collected and documented business, functional, and technical requirements for web application enhancements, including BRDs, FRDs, NFRDs, and UI specifications. Facilitated stakeholder workshops to refine solution scope and improved authorization request workflows to increase operational efficiency. Managed requirements and testing activities in JIRA and supported integration/performance testing and end-user documentation during deployment preparation.