This presentation might help you showcase your work effectively in an organization. I have worked on a lot of things and I wanted to make sure that I present each of them in a way it looks good and smooth to the executives who read it. Let me know if you like it and if you have any feedback. Thank you.

1. MEHUL GANGWAL
EXPERIENCE @EZLynx
May 30 – November 12, 2017 | LEWISVILLE, TX
MS in Information Technology Management,
The University of Texas at Dallas
BE in Computer Engineering, University of Pune
Previously worked at Google and Deloitte (2 years experience)

2. LE SALES RESPONSIBILITIES
SUMMER INTERNSHIP
 To understand the P&C Insurance Industry and have effective communication with the team
 Assist Project Managers with conducting, and documenting the meetings and follow up on tasks
 Ensure reference materials (such as Gantt Charts, schedules, meeting notes, Power Points and
other process documents) are updated, accurate and grammatically correct
 Perform other duties related to daily operations and assist with special initiatives

3. WHERE INSURANCE MEETS TECHNOLOGY 5
SPECIAL PROJECTS
SUMMER INTERNSHIP | MANAGER – CARLOS OJEDA
CLOUD MIGRATION
 To update Wiki at MS Cloud
for the Migration to the
Cloud
 To create a skeleton for the
organization's smooth
usage of SharePoint and
design it according to their
needs
 Troubleshooting related to
the migration and cloud
services
FINANCE LED GLOBAL DATABASE
 Maintain the task schedule
 Prepare the master presentation
for the project
 Structuring the project plan and
creating the timeline
 Maintaining the Gantt Chart
 Help other interns to create the
data warehouse
SKYPE FOR BUSINESS ROLLOUT
 Update Employee Users List
on a daily basis
 Installation and Training
Material (Skype Phone)
 Test Hardware Installation and
help in problem solving
 Training and User Experience
Survey
 Troubleshooting
 Survey Report (Graphs,
Dashboard)
SHAREPOINT PLATFORM
 To help IT Team To create a skeleton for the organization's smooth usage
of SharePoint and bring everyone on the same platform

4. WHERE INSURANCE MEETS TECHNOLOGY 6
LE SALES PROJECT MANAGEMENT
SUMMER INTERNSHIP | MANAGER – CARLOS OJEDA
 Project Status: Taking the updates from Sales Representatives and discussing about the active and future prospects
 Project Management: Monitor the Development Process for Customer Committed Requirements and weekly progress
meetings with 6 different clients
 Operational Dashboards : Implemented dashboards in Power BI, MS Excel, and Smartsheet to track company’s performance
on a weekly basis
 Enterprise Monthly Revenue Reports and Confirm Monthly Actuals: Maintaining the finance reports and finding the actual
revenue for the senior management of the organization
 Onboarding / Load Graph Update: To track the progress and the timeline for the active projects
 Support Onboarding Meeting and Action Items: Attend the Enterprise meetings and help Carlos and Natasha in completing
the needed tasks

5. WHERE INSURANCE MEETS TECHNOLOGY 7
 Weekly Enterprise Status Meeting: Understand the business and approach. To make sure not to miss any important action
item from the meeting
 Add +/- Funnel Change Data: Minor change in the graph to be shown in Enterprise Status Meeting
 Update Smartsheet: Talk to Sales Representatives and get the status about the active and future prospects for Carlos and
Brady
 Add Setup Fee to Actual Revenue: Make a separate and new table to know the actual revenue earned from the setup
 Follow up on Customer Committed Development: Learn the Development Process for Customer Committed Requirements
LE SALES PROJECT MANAGEMENT
SUMMER INTERNSHIP | MANAGER – CARLOS OJEDA

6. WHERE INSURANCE MEETS TECHNOLOGY 8
 Cloud Migration : Migrated complete office system to cloud services(Microsoft) resulting in 45% decreased expenses and
increase the work efficiency
 SharePoint: Maintained the SharePoint Sites, Wiki and added the new sites, and designed them
 Skype for Business: Employee Users List with the estimate and the future benefits https://goo.gl/FppTVg
 Surveys: To make sure a smooth transition from the ShoreTel to the Skype for Business
 Automate the Reporting Process: Weekly sales reporting and monthly revenue reports were majorly automated and brought
to the cloud
 Update Enterprise Customer List: Follow the current progress and update the same in the Enterprise list
 Recreate the Onboarding Load Graph: Recreated Onboarding Load Graph to study our requirements
 Update Excel File Links: Worked on the existing excel files and updated the links to connect them all
SKYPE FOR BUSINESS AND CLOUD MIGRATION
SUMMER INTERNSHIP | MANAGER – CARLOS OJEDA

7. WHERE INSURANCE MEETS TECHNOLOGY 9
PRE SALES / POST SALES PROJECTS
SUMMER INTERNSHIP | MANAGER – CARLOS OJEDA
To track the enterprise sales in different phases
prospecting, contacted, discussion, demo,
negotiation, contract out, sold retail and sold
corp.
SALES FUNNEL TRACKING
2017
A graph to evaluate the current revenue from the
monthly invoices and project the future revenue
generation.
ENTERPRISE REVENUE REPORTS
2017
The Onboarding Load graph to know the
current status of all the ongoing and
completed projects in 2017
ONBOARDING LOAD
2017

8. WHERE INSURANCE MEETS TECHNOLOGY 10
SPECIAL PROJECTS
SUMMER INTERNSHIP | MANAGER – CARLOS OJEDA
To take services that are traditionally stored on
server in the office, into the cloud which is
accessible from anywhere.
CLOUDLYNX
SUPERVISOR – CARLOS OJEDA
JUNE 2017
A cross-departmental effort to build a corporate
data warehouse and reporting platform for financial
and operational metrics.
EZINSIGHTS
SUPERVISOR – FLORENCE LOWE
JULY 2017
Creating a SharePoint Structure at the organization level
bringing all the departments migrating their all information
under the same umbrella.
SHAREPOINT
SUPERVISOR – CHRIS ERLANDSON
AUGUST 2017

9. DATA CONVERSION RESPONSIBILITIES
FALL INTERNSHIP | MANAGER – SRI HARSHA
 Prioritize multiple projects and tasks to ensure completion of all projects on time
 Establish project plan : define project scope, monitor activities, and secure the necessary resources and
plans
 Create dashboards and reports using Smartsheet, PowerBI, and MS Excel
 Facilitate communication, and assistance in completing necessary tasks on time
 Work on tools like Smartsheet, JIRA, and MS Project to drive project execution
 Review data content and successfully relay questions to the customer
 Ability to convey messages, concerns, and tasks effectively to all parties

10. WHERE INSURANCE MEETS TECHNOLOGY 12
SPECIAL INITIATIVES
FALL INTERNSHIP | MANAGER – SRI HARSHA
AMAZON CONNECT
 Connect with Amazon to find
out the list of suitable available
vendors
 Contact them through mail,
and phone . If found aligned to
our requirements, set up
meeting
 Understand the requirements
from Harsha and Andrew
 See the demo, keep Harsha
updated about the meetings,
and the progress
DIWALI PARTY
 Making arrangements like
sending invitations, RSVP’s,
counting heads etc.
 Search and finalizing venue
and vendor
 Coordinating the event, gifts,
decorations etc.
 Event Management
DATA CONVERSION
 Bridge the gap between India and US
Office and stay updated with the
progress for the projects
 Take updates from the team and
understand what takes more time
and how it can be improved
 Attend meetings to understand the
process and more importantly to
observe and listen to the client issues
 Support Harsha and Courtney with
their day to day tasks which takes a
lot of their time

11. WHERE INSURANCE MEETS TECHNOLOGY 13
 Support Daily Status Update Meeting: Status update and touch base with India Team on a daily basis to ensure the
right communication and smooth working between both the teams
 Monthly Data Conversion Report: Monthly report to retrospective the work and improve on the specific areas to
perform better, reviewed by Harsha and Senior Management
 Current Status Update from the Team: Daily follow up with the DC Specialists to speed up the existing task
 Support Onboarding Meeting Notes: Continued support for the onboarding meeting for Data Conversion
 Mapping Process: Trained on mappings using EZ Tools and assisted Bradley and the team during a time of increased
workload
 Weekly Data Conversion Team Meeting: Team meeting to take everyone's current status and follow up on last
week’s progress
DATA CONVERSION PROJECT MANAGEMENT
FALL INTERNSHIP | MANAGER – SRI HARSHA

12. WHERE INSURANCE MEETS TECHNOLOGY 14
 Daily Report: Providing the latest updates and the reports to Harsha on a daily basis
 Weekly Call Support Analytics Report: To support Andrew to prepare weekly report to be presented to Senior
Executives, saving his 4 hours of efforts
 Reports on Power BI: Generate reports related to support to help Harsha in operations and informative decision
making
 Smartsheet: Prepared Dashboard for Harsha and Nathan, and improved the Smartsheet to bring everyone from the
team on the same platform saving their weekly 12 hours of time and efforts in reporting
 Smartsheet Training: Trained the DC Team to use the Smartsheet and received 90% positive feedback from them
 Update Smartsheet: Tracking and monitoring the status of all the active, on-hold and projects in pipeline and keep it
updated throughout the day, giving the real time status to the managers
 Statement of Work: Working on creating a Statement of Work for the customers
SUPPORT & OPERATIONS BI & DATA ANALYTICS
FALL INTERNSHIP | MANAGER – SRI HARSHA

13. WHERE INSURANCE MEETS TECHNOLOGY 15
 Connect with Amazon: Connected with Amazon to find available good vendors who can work according to our
requirements and necessities
 Updated List of Vendors: Constantly kept finding good vendors and narrowed it down to three
 Setting up a meeting: Had an online meeting with Harsha and all the finalized vendors individually
 Requirements Gathering: Worked with Harsha and Andrew to gather the requirements before starting the process
 Demo & Finalizing the vendor: Had scheduled demo from each vendor and zeroed down to one final vendor
 Vendor Meetings: Facilitating all the communication with the vendor on behalf of EZLynx
 Surveys and Feedback from the Agents: Took feedback and surveys from the agents to understand their pain points (TBD but
planned)
AMAZON CONNECT IMPLEMENTATION
FALL INTERNSHIP | MANAGER – SRI HARSHA

14. WHERE INSURANCE MEETS TECHNOLOGY 16
DATA CONVERSION & OPERATIONS & SUPPORT
To track the support call statistics like waiting time,
number of answered calls, number of concurrent
calls etc.
WEEKLY REPORT
SUPERVISOR – ANDREW MCWILLIAMS
2017
A dashboard to monitor the overall status of the
data conversion process in detail.
SMARTSHEET DASHBOARD
SUPERVISOR – HARSHA & NATHAN
2017
The daily status reporting from the DC Specialists
to know the actual progress on the active
projects
DAILY STATUS REPORTING
SUPERVISOR – HARSHA & NATHAN
2017

15. WHERE INSURANCE MEETS TECHNOLOGY 19
FUTURE PLANS TO BE SUCCESSFUL
To give the best to whatever I do & become a
permanent member of Team EZLynx, on my
way to be successful Project Manager / Senior
Consultant in 3 years
SHORT TERM AND LONG TERM GOALS
Working hard for something we don’t care about
is stress but working hard for something we love is
passion. The best thing that could happen is when
passion and work are the same
STRONG PASSION
The goal is not to be only successful but to be
knowledgeable as well. Once you are
knowledgeable, you will be valued and
instead of chasing success, success will
attract itself to you
KNOWLEDGE
Work harder than you think you did
yesterday.
Work hard in silence, let your success be your
noise – Frank Ocean
HARD WORK