Pratik Mehta

Project: Enterprise Workforce Transformation & Customer Experience Enhancements -

AI / RPA Delivery Program (Aviva Investments & Pension)

• Led AI-driven automation initiatives, achieving £2M+ in operational savings and driving digital transformation across investment operations.
• Designed and implemented RPA and AI automation strategies, delivering £5M+ in annual business value while optimizing processes and reducing manual interventions by 85-90%.
• Owned and managed product backlogs, defining high-value automation use cases through hands-on process discovery, design and stakeholder engagement.
• Directed & Facilitated Agile ceremonies, fostering collaboration between SMEs, developers, and QA teams to deliver iterative RPA solutions using Blue Prism and other automation tools.
• Collaborated with engineering teams on technical feasibility assessments, resulting in realistic scope definition for projects.
• Directed full SDLC project execution, ensuring risk mitigation, compliance, and seamless deployment of AI and automation solutions.
• Championed data-driven decision-making, conducting success metric analyses to refine and enhance AI-powered solutions.
• Led cross-functional collaboration, working closely with engineering teams on technical feasibility, realistic scope definition, and system migrations.
• Provided post-go-live support and performance monitoring, ensuring automation reliability, business adoption, and long-term scalability.

Project: Enterprise BI Modernization & Regulatory Compliance Transformation

(Primark Data & Analytics)

• Spearheaded the end-to-end re-engineering of over 50 BI reports across finance, HR, Supply chain and Branch Merchandising business units, optimizing for performance, relevance, and GDPR compliance.
• Managed the full project lifecycle using Agile delivery frameworks, from requirement gathering and backlog management to user acceptance testing (UAT) and production deployment.
• Owned release management processes across multiple business units, orchestrating cross-functional collaboration with data engineers, business analysts, and compliance teams.
• Established reporting governance protocols, ensuring accurate KPI alignment, consistent data sources, and role-based access control across Power BI and Tableau environments.
• Reduced reporting turnaround times by 50% and eliminated over 30 redundant reports through rationalization and stakeholder alignment.
• Enforced governance and regulatory compliance, integrating metadata tracking, audit trails, and secure data handling, while driving hyper care and seamless service transition for implemented BI reports.
• Created and maintained project artifacts including release calendars, RAID logs, project charters, and stakeholder communication plans.
• Evaluated staff performance regularly using objective metrics and qualitative feedback, implementing performance improvement plans when necessary.

Project : Payments, Business Banking, KYC Onboarding, AML Fraud Transformation & Multi-Customer Insurance Platform Transformation Program (UK Leading Insurer & Underwriter) B2B & B2C

• Led transformation projects for Insurance platforms, boosting team efficiency and achieving a 99% on-time delivery rate with Scrum and Agile implementation.
• Delivered end-to-end web application transformation for general insurance, integrating Duck Creek & Guidewire across quote, policy, billing, and claims modules, improving operational efficiency by 35%.
• Managed Agile delivery lifecycle, coordinating cross-functional teams of 27+ members and ensuring seamless execution across multiple time zones.
• Owned and refined product backlogs, capturing high-value insurance use cases including underwriting business rules, improving backlog efficiency, and reducing ticket turnaround time by 60% (from 5 to 2 days).
• Driving collaboration for 3 concurrent Scrum teams (Onshore, Offshore & near shore); Enabled the successful delivery of digital insurance features used by over 4 million users.
• Directed seamless data and service integration, leveraging AIL middleware to connect Duck Creek with third-party systems, reducing integration lead times by 40%.
• Facilitated Scrum framework – sprint planning, backlog grooming, daily scrums, sprint reviews, and sprint retrospectives.
• Led cross-functional collaboration, designing tailored applications with IT teams, improving workflow efficiency, and increasing digital services adoption by 45%.
• Coached cross-functional teams on Agile principles, leading to an increase in successful project deliveries.
• Developed and executed project delivery frameworks, integrating Agile and Hybrid methodologies to optimize bidding processes, contributing to new business growth in Financial Services BU.

Project : Digital Database & Dashboard Implementation, Business Change Transformation.

• Defined and prioritized product backlog, ensuring alignment with business objectives and stakeholder needs to enhance overall product value.
• Managed Agile delivery for digital web apps and BI dashboards as part of the national health transformation initiative.
• Coordinated sprint ceremonies and backlog refinement sessions, achieving 97% sprint delivery accuracy.
• Streamlined manual reporting with automated solutions, saving 30+ hours per month across teams.
• Transitioned teams from Waterfall to Agile frameworks program-wide, delivering measurable improvements in team velocity and morale.
• Led the collaborative engagement with five vendors on RFPs and RFIs, driving requirements elicitation workshops, proposal evaluation, and strategic vendor selection.

Project : Digital Transformation, Investments & Protection Business Process Design / Modelling.

• Directed Agile delivery & business analysis for investment and protection product transformations by managing backlog refinement, addressing risks and issues, overseeing dependencies, and driving sprint execution.
• Collaborated across teams to redesign processes and document business rules for finance transformation and regulatory compliance initiatives.
• Conducted comprehensive requirement analysis and aligned deliverables with investment, insurance, and regulatory standards.
• Facilitated early resolution of blockers and dependencies, boosting team productivity and ensuring value delivery.
• Monitored Agile metrics to drive improvements and boost operational efficiency.

Project : Regulatory change projects, Process design and Re-design

• Led full-scale transformation initiatives, eliciting, analyzing, and documenting high-impact business requirements, ensuring seamless integration of change requests into strategic projects.
• Facilitated stakeholder collaboration and implementation, conducting workshops, managed UAT preparation to execution, and proactively identifying improvements to enhance delivery standards and governance.

Project : Insurance Regulatory Change Implementation

• Led business analysis & project delivery for regulatory transformation projects by eliciting, documenting, and prioritizing functional and non-functional requirements while optimizing customer journey workflows to align with regulatory change.
• Managed stakeholder collaboration, conducted workshops, facilitated change requests, and bridge gap between business and IT teams to ensure seamless implementation of technical solutions.