CRM · Web App

Financial Guarantee Web Platform

Digital Project Manager – Team Lead

Pinia Pulumi React

Industry Fintech or Financial Services

Role Digital Project Manager – Team Lead

Timeline 2024–2026

Tools Used Notion, Monday.com, Slack, Google Workspace

How do you manage a platform modernization — migrating an entire tech stack while keeping live operations uninterrupted — and then continue improving the product sprint by sprint?

The client’s existing platform needed to be migrated to a modern stack before any further improvements could happen. The initial goal was a full stack modernization, followed by a staggered series of UI and UX improvements across both the CRM and web application. As a dedicated team, every phase of delivery had to be managed through structured bi-weekly sprints with full ceremony — meaning rhythm, accountability, and consistency had to be built into the process from day one.

What I Did

Assigned to lead the project through a full platform stack modernization — managing the transition from the legacy stack to the new architecture as the primary delivery goal
Coordinated between developers, designers, and the client’s operations team across all project phases, ensuring continuity throughout the migration
Managed a dedicated team through bi-weekly sprint cycles with full sprint ceremonies — sprint planning, standups, reviews, and retrospectives — maintaining consistent delivery cadence
Ensured CRM and web application scope was clearly defined, built, and validated against business and operational requirements at each sprint
Led the second phase of delivery focused on staggered UI and UX improvements across both the CRM and web application, prioritizing changes based on impact and operational risk
Improved project management workflows including milestone tracking, documentation standards, and QA checkpoints across both delivery phases
Oversaw post-launch maintenance, coordinating bug fix prioritization and platform enhancements aligned with client priorities
Maintained clear reporting and stakeholder communication throughout to keep all parties aligned on progress, decisions, and upcoming sprint deliverables

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Stable platform delivered and maintained with structured post-launch support

Bi-weekly sprint structure brought predictability to both initial delivery and ongoing enhancement cycles
Improved workflows reduced coordination gaps between developers, QA, and the client’s operations team
Post-launch maintenance process ensured platform stability without disrupting live client operations