Kapil Pankhaniya

I have worked in several capacities while managing an end-to-end Odoo CRM & ERP project during my career journey. I have varied experience and skill set relevant to seamless project Management, designing a mission-driven solution, business analyst capabilities, pre-sales consulting, functional expertise in Odoo.

Business Analyst: ● Conducted industry analysis for formalising project scope and requirements ● Prepared SRS documentation for various functions involved ie sales, purchase, inventory, MRP, QC etc and IoT integration using third-party vendor platform. ● Define configuration specifications and business analysis requirements ● Effectively communicating insights and plans to cross-functional team members and management. ● Gathering critical information from meetings with various stakeholders and producing useful reports to higher management. ● Ensuring solutions meet business needs and requirements. ● Monitoring deliverables and ensuring timely completion of projects. ● Product walkthrough demo to potential customers ● Configured Odoo ERP modules to build a proof of concept for demo during the pre-sales stage. ● Conducted discovery workshops to understand customer requirements. ● Prepare business proposals and presentations ● Elicit and document business and user requirements via self-initiated interviews, diagrams, and workflow analysis ● Align complex information into concise, readable, process models and system requirements ● Perform gap-fit analysis based on the Odoo platform. ● Document current and desired business processes state ● Perform quality assurance Solution Architect ● Designed an ERP software solution based on the Industry 4.0 concept that caters to the ethanol production business using the Odoo Open Source platform, V.16 CE ● Architecting a solution based on the finalised scope ● Defined features, development phases, and solution requirements. ● Providing recommendations and roadmaps for proposed solutions ● Provide supervision and guidance to development teams ● Continually research the current and emerging technologies and propose changes where needed ● Inform various stakeholders about any issues with the current technical solutions being implemented ● Assess the business impact that certain technical choices have ● Provide updates to stakeholders on product development 1 Swimlane, Flow diagram Process Improvement Project Management Team Management Resource Planning Project Planning Proposal and Presentation Platform & Tools Draw.io Snag It Mural MS Word & Excel/google -docs. Google Slide/MS PPT processes, costs, and budgets Project Management ● Ensure that all projects are delivered on-time, within the scope and within budget ● Developing project scopes and objectives, involving all relevant stakeholders and ensuring technical feasibility ● Ensure resource availability and allocation ● Develop a detailed project plan to track the progress ● Use appropriate verification techniques to manage changes in project scope, schedule and costs ● Measure project performance using appropriate systems, tools, and techniques ● Report and escalate to management as needed ● Manage the relationship with the client and all stakeholders ● Perform risk management to minimise project risks ● Establish and maintain relationships with third parties/vendors ● Create and maintain comprehensive project documentation Pre-Sales Consultant ● Maintain high professional standards. ● Understand customers' business requirements and create appropriate value propositions by offering different editions of Odoo. ie SaaS, PaaS, or Enterprise on Premise. ● Solution Presentation to key decision- making C-level authority ie CEO, COO, Directors, Business owners. ● Solution presentations, pricing and contract negotiations Managing end-to-end management of the deal pursuit process from qualification to closure including solution strategy ● Prepare BRD Documents. ● Provide thought leadership to the potential customers on best business practices and implementation methodology ● Prospection through a consultative selling approach ● Scheduling Discovery calls with prospects to discuss their business challenges and requirements for Odoo’s fitment ● Understand prospect's business processes and mapping same in Odoo. ● Coordination with the development team in materializing customers’ complex requirements.

Bachelor of Engineering (EE)