Convera Enterprise Case Management Platform

Convera Enterprise Case Management Platform

Convera Enterprise Case Management Platform

Integrated enterprise case management platform for onboarding, KYC, incidents, and multi-team resolution workflows.

Integrated enterprise case management platform for onboarding, KYC, incidents, and multi-team resolution workflows.

Integrated enterprise case management platform for onboarding, KYC, incidents, and multi-team resolution workflows.

Led the end-to-end agile delivery of Convera’s Enterprise Case Management platform—an integrated platform built to streamline and centralize onboarding, compliance client review and approvla processes, customer support incident handling, and cross-team collaboration. Spanning ideation to post-launch evolution, the platform supports automated case creation, SLA tracking, and AI-powered features to improve operational efficiency across the organization.

Led the end-to-end agile delivery of Convera’s Enterprise Case Management platform—an integrated platform built to streamline and centralize onboarding, compliance client review and approvla processes, customer support incident handling, and cross-team collaboration. Spanning ideation to post-launch evolution, the platform supports automated case creation, SLA tracking, and AI-powered features to improve operational efficiency across the organization.

Led the end-to-end agile delivery of Convera’s Enterprise Case Management platform—an integrated platform built to streamline and centralize onboarding, compliance client review and approvla processes, customer support incident handling, and cross-team collaboration. Spanning ideation to post-launch evolution, the platform supports automated case creation, SLA tracking, and AI-powered features to improve operational efficiency across the organization.

Client

Convera

Services

Agile coash and programme delivery leadership across 4 dev teams (~30 developers & QA engineers) Collaboration with 4 product managers and UI/UX team on roadmap and feature delivery Defined initial UI blueprint used across the entire platform Oversaw post-release support and platform incident management Integrated GenAI features for email translation and auto-case creation Drove cross-functional coordination and enterprise rollout readiness

Industries

Enterprise Case Management Systems, SaaS, KYC, Incident Management Systems

Date

January 2020

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The Convera Enterprise Case Management (ECM) Platform was designed as a unified internal system to support core operational workflows across the business—from client onboarding and KYC to internal incident handling and customer escalations. I led the delivery effort across four cross-functional development teams, managing over 30 engineers and QA specialists while collaborating closely with product managers and UI/UX designers. A key focus was building a flexible, role-based case handling system that allowed different workgroups (compliance, onboarding, support, etc.) to process cases with visibility, SLA enforcement, and prioritization. The platform included advanced features such as automatic case creation from emails, internal/external messaging, GenAI-powered email translation, and full audit logging.

Case Details
Case Details
Case Details
My Queue
My Queue
My Queue
LVDB
LVDB
LVDB

In addition to overseeing delivery and coordination, played a hands-on role in defining the platform’s foundational UI patterns and component system, which became the design blueprint for the entire product suite. My involvement spanned ideation, iterative development, release planning, incident handling, and post-launch enhancements to ensure continued scalability and user satisfaction.