Yashvi Patel

Developed Customer Relationship Management (CRM) platform encompassing all KhataBook products, including Lending, BizAnalyst SaaS, Khatabook SaaS. Implemented Core features and functionalities within the CRM (Central Platform across Khatabook) to boost customer engagement, satisfaction, and retention across KhataBook's diverse product portfolio. Engineered flexible lead allocation system that can allocate leads differently based on the role of the user and the attributes of the leads. Designed and implemented a versatile Lead Type Executor responsible for dynamically transitioning leads between different types based on a set of configurable rules. Implemented automation and workflow optimizations, reducing manual processes and improving team productivity. Implemented a lead worflow management eg. moving lead to active to followup , followup to verification ,Kyc review processes etc. Implemented a dynamic UI configuration in Backend that generates customizable components and implemented granular access controls. Additionally, I developed a user-friendly table view customization feature, enabling users to modify data presentation by adding/removing columns and applying filters. Designed and deployed multiple cron jobs within the software system to automate follow-up tasks, assess lead serviceability, and efficiently transition them from the queue to an active state.

Designed and Developed robust and scalable backend services in NodeJs to support the platform's core functionality. Engineered a real-time stream processing ETL (Extract, Transform, Load) engine, harnessing the capabilities of Kafka and KsqlDB to establish a highly efficient event-driven queue infrastructure. The primary objective of this initiative was to optimize the functionality of the platform's primary search feature, ensuring users benefited from a vastly improved experience. Developed a suite of data models tailored for the extraction of valuable information from extensive insurance contracts, predominantly written in French. Employed Python libraries such as spaCy to facilitate the extraction process, enabling efficient data parsing and analysis.

Conducted in-depth analysis of user interactions and behaviors on the Kaggle platform.