Month-end, vendors, CRM/ERP gaps, reporting chases: where time and accuracy break.
The whole change sequence,
in one field of view.
Floating signals I run every program on: diagnose, SOP, automate, MIS: so technology comes after the handoffs are clear.
- Owners · named
- Steps · exception paths
- Handoffs · clear
Live trackers leadership trusts: decisions in the room, not hunting for updates after.
Roles from
ERP, CRM and operations
IT & ERP leadership
Manager (IT & ERP), Rhiti Group
Fewer record errors
About 15% fewer record-management inaccuracies
Technical certifications
AI, cloud, data, project management and Lean Six Sigma
Business problem first.
Tools second.
I’m an independent consultant and advisor on AI, automation and digital transformation. I work with business owners and leadership teams who still run orders, invoices, inventory and reporting on spreadsheets and follow-up emails, and want systems that run without the chase.
I’ve worked in the messy middle of business and technology since 2008. I started as a software engineer, spent four years as an SAP MM consultant, and then nearly ten years as Manager (IT & ERP) at Rhiti Group. There I ran ERP operations, MIS reporting and Google Workspace, and cut record-management errors by about 15% with SOPs and cleaner reporting.
Every engagement follows the same sequence: diagnose where time leaks, write the SOP, automate what repeats, then give owners dashboards they trust. Lean Six Sigma Green Belt, Agile Scrum Master and PMP certification training back the delivery side.
How I help
Automation roadmaps
Map current workflows, find bottlenecks and manual effort, and decide what to automate first and what it’s worth.
AI agents & workflow automation
Order processing, invoicing, document handling, customer operations, follow-ups and reporting.
ERP & CRM optimisation
SAP, Tally, Salesforce, Zoho and similar. Cleaner data, better adoption, processes that match how the business runs.
Dashboards & MIS
KPI trackers and management reporting in Power BI, Tableau, Excel and Google Sheets.
Delivery oversight
Requirements, solution architecture, and managing developers and vendors through go-live and adoption.
Where I’ve worked
Independent Consultant & Advisor – AI, Automation & Digital Transformation
Self-employed · Vasant Kunj, New Delhi, India · Hybrid
- Advise business owners and leadership teams on where AI and automation will pay off, starting from the business problem, not the tool.
- Build automation roadmaps: map current workflows, find bottlenecks and manual effort, and prioritise what to automate first.
- Design AI agents and workflow automation for order processing, invoicing, document handling, customer operations and reporting.
- Optimise ERP and CRM: cleaner data, better adoption, and processes that match how the business really runs.
- Deliver dashboards and MIS: KPI trackers and management reporting with real-time visibility.
- Oversee delivery: requirements, solution architecture, and managing developers and vendors through go-live and adoption. Use AI-assisted development to get from prototype to a working system in weeks.
Manager (IT & ERP)
Rhiti Group (Rhiti Talent Management Pvt. Ltd.) · New Delhi
- Managed ERP/Tally operations, reporting governance and business systems across multiple functions.
- Built Advanced Excel and Google Sheets MIS packs, dashboards and management review trackers.
- Administered Google Workspace users, access controls and collaboration tools.
- Maintained WordPress and Wix sites, content and analytics reviews.
- Cut record-management inaccuracies by about 15% through SOPs, access controls and cleaner reporting.
SAP MM Consultant
Elegant Technosoft · New Delhi, India
- Configured SAP MM structures, purchasing flows, document types, and account assignments.
- Supported procurement, release strategies, and SD / FI-CO handoffs.
- Trained users and closed functional issues on the floor.
Software Engineer
Goyat Technology Innovations Pvt. Ltd.
- Built and supported a business-owner portal on ASP.NET, C#, SQL Server, and related stack.
- Handled development, testing, debugging, and release support.
Selected work
CRM Optimization & Business Process Mapping
Mapped and integrated Salesforce CRM frameworks with core ERP workflows. Designed structured access controls and automated dashboard reporting models.
- Salesforce + ERP integration and data quality standards
- Transitioned team from manual tracking to structured CRM execution
Digital Operations & Web Automation
Administered corporate web platforms (WordPress/Wix) with streamlined content publishing workflows and Google Analytics performance tracking.
- E-commerce operational support with planned maintenance, not a zero-downtime guarantee
- Ongoing web and content operations
ERP Reporting Standardization & Process Improvement
Engineered structured MIS reporting frameworks for Tally/ERP users across accounting and operations teams with automated Excel dashboards.
- Converted recurring issues into SOPs and access control routines
- About 15% fewer record-management inaccuracies
Cloud Administration & Business Continuity
Managed Google Workspace enterprise architecture with security controls, access limits, and optimized collaboration tools.
- Streamlined IT operations and vendor coordination
- Maintained Google Workspace access and continuity routines
Skills & Tools
Business Transformation
ERP & CRM
Reporting & Analytics
Automation & AI
Digital Systems
Agile & Delivery
Case Studies & Articles
CRM Data Hygiene Automation
Validation, duplicates, and owned exceptions that restored trust in CRM packs.
Read case study →Map the Process Before You Automate
Walk the lived path before you script the happy path.
Read article →Exception Queues That Keep Automation Trusted
Owners, SLAs, and weekly reviews for automation exceptions.
Read article →Professional Certifications
Technical training and certifications across AI, cloud, full-stack development, data, project management and Lean Six Sigma. Issuers are shown as printed on each certificate; events and bootcamps are marked as participation.
AI & Generative AI
FSD: Generative AI Fundamentals for Developers
Simplilearn · Sep 2026 Credential ID 10730327 View certificate ↗Introduction to Large Language Models
Simplilearn SkillUp · Jun 2025 Google Cloud course content; not an official Google Cloud certification Credential ID 8442698 View certificate ↗Introduction to Generative AI Studio
Simplilearn SkillUp · Jun 2025 Google Cloud course content; not an official Google Cloud certification Credential ID 8449865 View certificate ↗Introduction to Image Generation
Simplilearn SkillUp · Jun 2025 Google Cloud course content; not an official Google Cloud certification Credential ID 8449943 View certificate ↗Create Image Captioning Models
Simplilearn SkillUp · Jun 2025 Google Cloud course content; not an official Google Cloud certification Credential ID 8438615 View certificate ↗Introduction to Responsible AI
Simplilearn SkillUp · Jun 2025 Google Cloud course content; not an official Google Cloud certification Credential ID 8454161 View certificate ↗Digital Skills in Data and AI
Simplilearn · May 2025 Credential ID 8335300 View certificate ↗1 Week Challenge in Artificial Intelligence
NoviTech R&D · Jun 2025 Credential ID NT_5AIV1640 View certificate ↗Cloud & Linux
AWS Cloud Technical Essentials
Simplilearn · May 2026 Course certificate; not an AWS certification exam Credential ID 10259440 View certificate ↗CompTIA Linux+ Course
Simplilearn · May 2026 Training course; not the CompTIA Linux+ exam Credential ID 10252527 View certificate ↗Getting Started with Azure Machine Learning
Styava · Dec 2023 Certificate of participation; not a Microsoft certification exam View certificate ↗Full-stack development
Full Stack Development with Java
Simplilearn · Sep 2026 Credential ID 10725490 View certificate ↗FSD: Preparing for your Full Stack Development Journey
Simplilearn · Jul 2026 Credential ID 10507846 View certificate ↗Fundamentals of JavaScript
Simplilearn · Jul 2026 Credential ID 10424905 View certificate ↗Introduction to IoT
Simplilearn · Jun 2025 Credential ID 8437567 View certificate ↗Python, data & BI
Model Data with Power BI
Simplilearn · Jul 2026 Microsoft course content; not a Microsoft certification exam Certificate file not on this site yetData Visualization with Python
Simplilearn · Jan 2024 Certificate file not on this site yetPython for Data Science
Simplilearn · Dec 2023 Credential ID 4712849 View certificate ↗Excel A-2-Z Course
Jobaaj Learnings · May 2025 Credential ID AGF9B82921 View certificate ↗Introduction to MS Excel
Simplilearn · Jun 2025 Credential ID 8432607 View certificate ↗Google Sheets: Advanced Topics
Simplilearn · Jun 2025 Credential ID 8442396 View certificate ↗Project management, Agile & Lean Six Sigma
Digital Project Manager Masters Program
Simplilearn · Sep 2026 Graduated with distinction Credential ID 194171685 View certificate ↗PMP® Certification Training
Simplilearn · May 2026 Training course; not the PMI PMP® credential Credential ID 10263226 View certificate ↗Agile Scrum Master (ASM®)
Simplilearn · Feb 2024 Credential ID 4902128 View certificate ↗Microsoft Project 2021
Simplilearn · May 2025 Credential ID 8329982 View certificate ↗Lean Six Sigma Green Belt
Simplilearn · Sep 2026 Credential ID 10265038 View certificate ↗LSS Expert: Harvard Business Publishing Case Studies
Simplilearn · Jul 2026 Credential ID 10424477 View certificate ↗Certified Lean Six Sigma AI Yellow Belt
Sparen & Gewinn Consulting (CSSC accredited) · Dec 2023 Credential ID SG2023AI32520 View certificate ↗Digital transformation & business analysis
Digital Transformation
Simplilearn · May 2025 Credential ID 8312519 View certificate ↗Business Analysis Basics
Simplilearn · May 2025 Credential ID 8331207 View certificate ↗Introduction to CBAP
Simplilearn · May 2025 Credential ID 8412101 View certificate ↗How to Automate HR Functions and Work Remotely for US Clients (3-day bootcamp)
SkillArbitrage · Jun 2026 Certificate of participation Credential ID SA-03-252-162397 View certificate ↗Course certificates are issued by the training provider. Vendor-branded courses (Google Cloud, AWS, CompTIA, Microsoft, PMI) are not vendor exam certifications unless stated. Certifications page →
Notes from people I’ve worked with
Published only after both sides approve the wording. No invented names or quotes.
Approved references will appear here as they are cleared.
Key Achievements
IT & ERP leadership
Manager (IT & ERP) at Rhiti Group, May 2016 – Mar 2026: ERP operations, MIS and business systems
Fewer record errors
About 15% fewer record-management inaccuracies through SOPs, access controls, and cleaner reporting
Web and commerce support
Company websites and e-commerce operations kept running, with planned maintenance rather than a zero-downtime guarantee
Dept. Coverage
Cross-functional transformation spanning accounting, operations, CRM, and IT functions
Let's Connect
Open to consulting engagements, advisory retainers and transformation projects. If your team still does repetitive work by hand, let’s talk about what can be automated.