Sonali Atul Joshi
Associate Consultant @ MTX Group
About
I thrive at the intersection of complex data and human-centric design. With a Master’s in Management Information Systems and a deep background in Salesforce and Agile environments, I specialize in transforming ambiguous business goals into high-impact digital products. Throughout my career at MTX Group and ZS Associates, I’ve moved beyond simple requirement gathering to architecting scalable solutions. Whether it’s pioneering AI-driven workflows to slash documentation time by 30% or designing intricate process flows in Figma, my goal is always the same: maximizing value while minimizing technical debt.
United States
Frisco
Higher Education
Scrum, Salesforce.com, User Experience (UX), Product Road Mapping, UX Research, Business Analysis, Design Thinking, Customer Experience, Jira, Figma (Software), User Requirements, Product Requirements, Requirements Management, Agile & Waterfall Methodologies, HTML, Microsoft PowerPoint, IT Business Analysis, Databases, Systems Analysis, Document Management
Experience

Associate Consultant
Frisco, Texas, United States
• Facilitated high-stakes UAT and executive-level demos for digital modernization projects, ensuring 100% alignment between technical roadmaps and C-suite business objectives • Engineered complex SOQL queries to validate data integrity during large-scale Salesforce migrations, identifying critical data gaps before production deployment • Architected end-to-end process flows and Requirement Traceability Matrix for complex digital transformations, ensuring seamless handoffs between Design and Engineering teams • Pioneered the use of Generative AI to automate requirement elicitation, reducing manual documentation time by 30% while improving the depth of acceptance criteria • Spearheaded testing strategies, designing and executing 200+ rigorous test cases (positive, negative, and edge cases) to ensure 100% alignment between technical delivery and business acceptance criteria • Established Center of Excellence (CoE) standards for BA onboarding and Agile documentation, reducing new-hire ramp-up time by 40% and improving cross-team velocity

Business Analyst Intern
Frisco, Texas, United States
• Defined business requirement models and workflows into recommended solutions that enable the development team to achieve its goals • Identified application and system issues, enhancements, and requests by researching platform specifications, conferring with requirements across the application • Generated comprehensive project documentation encompassing business requirements, functional specifications, key operating procedures, and process flows

Product Business Analyst
Midvale, Utah, United States
• Actively participated in the agile software development life cycle: requirements elicitation, alternatives assessment, design, development, test, implementation, and run support • Created comprehensive project documentation, including epics, story artifacts, requirements specifications, user acceptance test plans, test scripts, and end-user training, and tracked their progress on Azure DevOps and Confluence • Improved Salesforce user experience by conducting an analysis of the system to enhance usability and consistency • Performed data extraction and analysis utilizing Salesforce Object Query Language (SOQL) to retrieve data from Salesforce Treasury Management objects • Conducted rigorous testing for the Salesforce Treasury Management System, meticulously evaluating its functionalities, features, and performance to ensure seamless integration and operational excellence

Business Analyst
Pune, Maharashtra, India
• Defined scope and requirements for 3+ projects and 30+ web pages, including digital clinical solutions, reducing user story creation time by 50% through a component-based approach • Applied domain expertise in pharmaceutical R&D and deep knowledge of the clinical development lifecycle to inform solution design and decision-making frameworks • Engaging with the R&D Tech UX & Design Team to support the maturity of UX and Design across R&D Tech, specifically working with other UX practitioners and sharing experiences in Figma • Managed Agile product backlogs in JIRA and Confluence, prioritizing user stories to ensure transparent tracking and alignment with business goals • Facilitated Agile ceremonies including daily scrums, sprint planning, reviews, retrospectives, backlog refinement, and client demos to drive team collaboration and delivery • Mentored and supported new resources in the Business Analyst role and worked on team onboarding activities • Collaborated with the backend development team to discuss query structure to identify and quickly address problems • Increased team engagement by 20% by facilitation of events like health challenges, quizzes, etc.

Intern
Eq Technologic India Private Limited,Pune
Pune Area, India
• Implemented and tested a web project • Programmed the project using Java and SQL
Education

Information Technology and Management
Courses: Data Management System Analysis and Project Management The American Healthcare System Marketing Management User Experience Design Foundations of Digital Product Management Organizational Behavior Object Oriented Programming with Python Innovation and Entrepreneurship Practical User-Centric Web Development Cloud Computing Fundamentals
Sonali Atul Joshi's Contact Information
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