Heli Patel

At Manulife, I lead requirements discovery across six enterprise insurance applications, translating underwriting, claims, digital, and product conversations into business rules, user stories, acceptance criteria, and BPMN process flows.

I build SQL, Power BI, and Snowflake dashboards covering more than 2 million active policies, helping regional leadership track policy growth, claims turnaround, retention, and SLA compliance in one place. I also support UAT, API validation, backlog refinement, traceability, and defect resolution through releases.

Previously at CGI, I delivered BRDs, FRDs, impact assessments, process maps, and reporting for insurance and public-sector modernization initiatives. My data and migration work included automating recurring reports, validating ETL logic and source-to-target mappings, and helping move more than 60 enterprise datasets through Azure Data Factory and SQL Server.

I enjoy turning ambiguous stakeholder needs into documentation and delivery plans that technical and business teams can act on. I bring hands-on experience across Agile delivery, requirements traceability, process improvement, data quality, and insurance operations.