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Poorvi R Bhat

@poorvirbhat

Implementation Project Manager at ThoughtFocus who coordinated credit union SaaS onboarding and clarified platform transition workflows.

India

Message

At ThoughtFocus, I managed concurrent onboarding and implementation engagements for US-based credit union clients on the DataVa analytics platform. I led kickoff and status calls and maintained Smartsheet trackers to monitor milestones, dependencies, and delivery progress.

At NarvarIndia PrivateLimited, I gathered client requirements and configured workflows, tracking events, and notification rules for Shopify integrations. I used SQL and Postman to validate integration data and API responses, then prepared guides and trained client admins ahead of go-live.

At SELCO, I configured ERPNext workflows across Finance, HR, Inventory, and Operations, and coordinated phased go-lives with data migration and hypercare. I also developed training materials and role-based sessions for 600+ users.

Experience

Work history, roles, and key accomplishments

Implementation Project Manager

ThoughtFocus

Aug 2025 - Nov 2025 (3 months)

Managed concurrent onboarding and implementation engagements for US-based credit union clients on the DataVa analytics platform, leading kickoff and status calls. Built and maintained Smartsheet project trackers to monitor milestones and delivery progress.

SaaS Implementation Client Onboarding Project Management Smartsheet Stakeholder Communication Data Analysis Fintech

Solution Delivery Manager – Implementation

Narvar India Private Limited

Sep 2024 - Mar 2025 (6 months)

Gathered client requirements during discovery sessions and translated them into platform configuration plans. Designed and configured client-specific workflows, tracking events, and notification rules based on Shopify integration requirements.

Requirements Gathering Workflow Configuration Data Mapping SQL REST API Validations Postman JSON Shopify User Training Process documentation

Implementation Manager - MIS & ERP

SELCO

Nov 2017 - Aug 2024 (6 years 9 months)

Migrated manual Excel and email processes into a structured system across multiple departments. Configured end-to-end ERP workflows across Finance, HR, Inventory, and Operations, and built MIS reports and dashboards using SQL and Excel.