Helping product leadership innovate and deliver user-centric experiences by leveraging machine learning for multiple mobile applications and SDKs.

SugarCRM

Sr. Technical Product Management, Mobile Products

As a thought leader and subject matter expert in mobile applications at SugarCRM, I championed lean startup methodologies, leveraging continuous customer feedback to validate solutions, resolve user pain points, and align with evolving market needs.

I spearheaded a comprehensive overhaul of CRM mobile applications for Android and iOS, driving innovation through the vision and development of the lean accelerator product, Hint Go. By managing the agile software development lifecycle (SDLC), I ensured the successful delivery of high-quality mobile applications with consistent monthly releases.

My contributions to product strategy included presenting compelling business cases to executive leadership, informing feature design and prioritization. I defined strategic themes for the product portfolio and mobile value streams while collaborating with partners to assess API integrations and make critical build-versus-buy decisions. I identified new product opportunities through market analysis, driving innovation and enhancing market relevance.

  • Monthly demos to executives
  • Mobile Native Development
  • SDK
  • Strategy Development
  • Written Roadmap Mgmt
  • Visual Roadmap Mgmt
  • Persona Building
  • App Store ownership
  • Google Play ownership
  • Product End of Life
  • Competitive Intelligence
  • Artificial Intelligence
  • Market Analysis
  • Go-To-Market Strategy
  • Prototype Development
  • Initiative Building
  • Analytics and Metrics
  • Customer Success
  • User Engagement
KEY CONTRIBUTIONS

Custom List View Filters

Delivered custom list view filters in Sugar Mobile, enabling users to create, edit, and save personalized data views across mobile, tablet, and desktop experiences. This feature empowered sales associates and field representatives to streamline workflows and manage critical data more efficiently, enhancing productivity and decision-making.

KEY CONTRIBUTIONS

Tag Management and Filtering by Tags

In response to high customer demand, I initiated and successfully released tag management within SugarCRM Mobile. This feature enabled users to add, edit, and remove tags on records directly in Sugar Mobile, improving data organization and accessibility. We also enhanced filtering capabilities by tags, allowing users to quickly search and segment records based on custom tags, further optimizing workflow efficiency and user experience.

KEY CONTRIBUTIONS

Comments and @Mentions

Introduced Comments and @Mentions as a feature within the SugarCRM Mobile app to enhance team collaboration. This feature allowed users to leave comments on records and tag colleagues using @mentions, enabling real-time communication and seamless information sharing. By facilitating better interaction and visibility within the app, it improved workflow efficiency and ensured that critical updates were communicated to the right team members promptly.

Contributions
  • Offline Mode
  • Drill Down
  • Custom List View Filters
  • Purchases and Purchased Line Items
  • Mapping App Options
  • Processes Dashlet Refresh
  • Tappable Line Items in Quotes
  • Meeting Start and End Dates
  • Product Catalog Filters
  • Generating Quote from Revenue Line Item
  • Tag Management
  • Quoted Line Item Fields
  • Comment Logs / @mentions
  • Creating Opportunities from Quotes
  • Contact Address Population
  • Relating Records to Logged Calls
  • Converted Lead Links
  • SugarBPM Process Execution
  • Comment Log improvement
  • Quoted Line Item Worksheet Totals
  • Product Catalog Filters
  • Generating Quote from Revenue Line Items
  • Quote records’ Quoted Line
  • Filtering by Tags
SugarCRM

At SugarCRM, I oversaw seamless API access and provided SDKs to both customers and vendors, driving smooth integrations and elevating the user experience. I also led efforts to promote our mobile platforms and SDKs through trade shows, customer meetings, and conferences, boosting visibility and fostering stronger engagement with vendors and clients.

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