2023
Data-Driven Compliance
Transforming Compliance with Automation : Eliminating Bottlenecks, Reducing Penalties, and Driving Efficiency at Scale.
Know More
From reactive chaos to proactive control, this transformation reduced compliance risk, automated scheduling, and saved millions in penalties.
A Truly Transformational Solution!
This solution completely redefined how compliance, scheduling, and inspections are managed. By eliminating manual bottlenecks and leveraging automation, it has significantly reduced financial risk, improved data accuracy, and increased process efficiency.
The strategic integration of automated reporting (Power BI), Digitization (Power Apps), and automated workflows ensures real-time insights, seamless coordination, and a streamlined user experience.
Problem
NYC’s Department of Buildings (DOB) enforces strict regulations for mandatory elevator inspections, and testing. Any delay in filing results in $3,000+ penalties per unit, exposing Schindler to $ XXM+ annually in potential fines.
Despite handling 4,500+ elevator units in NYC alone, the inspection process relied on fragmented data sources, spreadsheets, manual coordination, and paper-based filings.
The reality:
No centralized tracking – Inspection data was scattered across SAP, Upvate, Excel sheets, emails, and physical paperwork.
Highly manual scheduling – Coordinating technicians, customers, and witness consultants required constant back-and-forth via emails.
No proactive alerts – Deadlines were missed, leading to financial penalties and urgent firefighting.
Compliance exposure – Leadership lacked real-time insights into inspection statuses, increasing risk exposure.
Every missed deadline meant fines stacking up—and the existing process was unsustainable.
My Role: Leading the Digital Transformation
As Senior Product Manager/ BPiM, BI & Automation, I spearheaded this enterprise-wide transformation to digitize, automate, and optimize compliance management. This wasn’t just an IT project, it was a business-critical initiative directly tied to cost savings, risk reduction, and operational efficiency.
My Leadership Impact:
Strategic Vision & Buy-In – Built the business case for automation, securing alignment across Operations, Compliance, IT, and Field Technicians.
Process Optimization – Led workshops to identify inefficiencies and redesigned workflows for a seamless compliance process.
Technology Execution – Designed and deployed an integrated Power Apps + Power BI solution, automating scheduling, tracking, and reporting.
Change Management & Adoption – Partnered with field teams and leadership to ensure successful rollout and adoption across NYC operations.
Solution
A Unified Compliance Management System
This transformation wasn’t just about digitization—it was about turning compliance from a reactive burden into a proactive, automated process.
Key Innovations & Features:
Automated Scheduling & Alerts
Eliminated missed deadlines with proactive notifications for CAT1, CAT5, and AOC filings.
Field technicians & schedulers received real-time updates, reducing manual coordination.
Centralized Compliance Dashboard (Power BI)
Provided live visibility into due dates, completed inspections, and outstanding tasks.
Leadership could track risks and take action before penalties incurred.
Seamless SAP & Upvate (3rd party app) Integration
Enabled bulk data uploads & direct integration, reducing manual data entry errors.
Technicians could log updates on-site, cutting down back-and-forth coordination.
Digitized ELV3 & AOC Forms
Eliminated paper-based processes by implementing electronic filing & digital signatures.
Forms were auto-populated and validated, ensuring DOB compliance.
Tech Stack: Power BI | Power Apps | SAP Integration | Upvate | Automated Workflows
Concept
Concept
A game-changing initiative that modernizes compliance and reporting through automation. This project eliminates inefficiencies, reduces penalties, and enhances operational control.
User Stories:
Leadership & Compliance Teams
As a Compliance Manager, I need real-time dashboards to track risks and prevent penalties.
As a Senior Executive, I need to ensure 99%+ compliance to eliminate financial risks.
Scheduling & Operations
As a Scheduling Manager, I need an automated system to coordinate inspections efficiently.
As a Technician, I need a mobile-friendly app to access assignments and log updates instantly.
Finance & Business Teams
As a Finance Director, I need to track compliance penalties in real-time to measure cost savings.
As a Data Analyst, I need a unified data source for accurate and quick reporting.
The Results: Business Impact & Cost Savings
$12M+ in potential fines avoided – Proactive tracking reduced penalties to near-zero.
99%+ on-time inspections – Up from ~70% before automation.
70% reduction in manual effort – Eliminated redundant data entry and scheduling delays.
Faster Decision-Making – Executives had real-time insights instead of waiting for compliance reports.
Before vs. After: The Power of Automation
Before Automation:
Manual coordination across SAP, Upvate, and Excel.
No alerts—teams reacted after missing deadlines.
Paper-based forms caused filing delays.
High compliance risk & frequent last-minute firefighting.After Automation:
Data-driven tracking & scheduling – No missed deadlines.
Digital filing system – Auto-generated ELV3 & AOC submissions.
Integrated Power BI Dashboard – Real-time compliance monitoring.
Standardized process – Scalable model for future jurisdictions.
Lessons Learned & Future Vision
Process Bottlenecks Are Hidden Cost Centers – Without visibility, inefficiencies silently drain millions in penalties & labor costs.
Automation is More Than Just Efficiency—It’s Risk Mitigation – We turned compliance into a proactive strength instead of a reactive headache.
Data Is the Ultimate Decision-Making Superpower – A unified compliance dashboard unlocked leadership visibility & drove smarter decisions.
More Works
More Works
FAQ
FAQ
01
What's your approach to turning complex business challenges into actionable solutions?
02
How do you balance innovation with practical implementation?
03
How do you ensure cross-functional alignment in large-scale projects?
04
What's your strategy for driving data-informed decision making?
05
How do you approach change management in global teams?
06
How do you measure and communicate the impact of your initiatives?
07
How do you balance technical solutions with business needs?
08
What's your philosophy on continuous improvement and learning?
01
What's your approach to turning complex business challenges into actionable solutions?
02
How do you balance innovation with practical implementation?
03
How do you ensure cross-functional alignment in large-scale projects?
04
What's your strategy for driving data-informed decision making?
05
How do you approach change management in global teams?
06
How do you measure and communicate the impact of your initiatives?
07
How do you balance technical solutions with business needs?
08
What's your philosophy on continuous improvement and learning?
2023
Data-Driven Compliance
Transforming Compliance with Automation : Eliminating Bottlenecks, Reducing Penalties, and Driving Efficiency at Scale.
Know More
From reactive chaos to proactive control, this transformation reduced compliance risk, automated scheduling, and saved millions in penalties.
A Truly Transformational Solution!
This solution completely redefined how compliance, scheduling, and inspections are managed. By eliminating manual bottlenecks and leveraging automation, it has significantly reduced financial risk, improved data accuracy, and increased process efficiency.
The strategic integration of automated reporting (Power BI), Digitization (Power Apps), and automated workflows ensures real-time insights, seamless coordination, and a streamlined user experience.
Problem
NYC’s Department of Buildings (DOB) enforces strict regulations for mandatory elevator inspections, and testing. Any delay in filing results in $3,000+ penalties per unit, exposing Schindler to $ XXM+ annually in potential fines.
Despite handling 4,500+ elevator units in NYC alone, the inspection process relied on fragmented data sources, spreadsheets, manual coordination, and paper-based filings.
The reality:
No centralized tracking – Inspection data was scattered across SAP, Upvate, Excel sheets, emails, and physical paperwork.
Highly manual scheduling – Coordinating technicians, customers, and witness consultants required constant back-and-forth via emails.
No proactive alerts – Deadlines were missed, leading to financial penalties and urgent firefighting.
Compliance exposure – Leadership lacked real-time insights into inspection statuses, increasing risk exposure.
Every missed deadline meant fines stacking up—and the existing process was unsustainable.
My Role: Leading the Digital Transformation
As Senior Product Manager/ BPiM, BI & Automation, I spearheaded this enterprise-wide transformation to digitize, automate, and optimize compliance management. This wasn’t just an IT project, it was a business-critical initiative directly tied to cost savings, risk reduction, and operational efficiency.
My Leadership Impact:
Strategic Vision & Buy-In – Built the business case for automation, securing alignment across Operations, Compliance, IT, and Field Technicians.
Process Optimization – Led workshops to identify inefficiencies and redesigned workflows for a seamless compliance process.
Technology Execution – Designed and deployed an integrated Power Apps + Power BI solution, automating scheduling, tracking, and reporting.
Change Management & Adoption – Partnered with field teams and leadership to ensure successful rollout and adoption across NYC operations.
Solution
A Unified Compliance Management System
This transformation wasn’t just about digitization—it was about turning compliance from a reactive burden into a proactive, automated process.
Key Innovations & Features:
Automated Scheduling & Alerts
Eliminated missed deadlines with proactive notifications for CAT1, CAT5, and AOC filings.
Field technicians & schedulers received real-time updates, reducing manual coordination.
Centralized Compliance Dashboard (Power BI)
Provided live visibility into due dates, completed inspections, and outstanding tasks.
Leadership could track risks and take action before penalties incurred.
Seamless SAP & Upvate (3rd party app) Integration
Enabled bulk data uploads & direct integration, reducing manual data entry errors.
Technicians could log updates on-site, cutting down back-and-forth coordination.
Digitized ELV3 & AOC Forms
Eliminated paper-based processes by implementing electronic filing & digital signatures.
Forms were auto-populated and validated, ensuring DOB compliance.
Tech Stack: Power BI | Power Apps | SAP Integration | Upvate | Automated Workflows
Concept
A game-changing initiative that modernizes compliance and reporting through automation. This project eliminates inefficiencies, reduces penalties, and enhances operational control.
User Stories:
Leadership & Compliance Teams
As a Compliance Manager, I need real-time dashboards to track risks and prevent penalties.
As a Senior Executive, I need to ensure 99%+ compliance to eliminate financial risks.
Scheduling & Operations
As a Scheduling Manager, I need an automated system to coordinate inspections efficiently.
As a Technician, I need a mobile-friendly app to access assignments and log updates instantly.
Finance & Business Teams
As a Finance Director, I need to track compliance penalties in real-time to measure cost savings.
As a Data Analyst, I need a unified data source for accurate and quick reporting.
The Results: Business Impact & Cost Savings
$12M+ in potential fines avoided – Proactive tracking reduced penalties to near-zero.
99%+ on-time inspections – Up from ~70% before automation.
70% reduction in manual effort – Eliminated redundant data entry and scheduling delays.
Faster Decision-Making – Executives had real-time insights instead of waiting for compliance reports.
Before vs. After: The Power of Automation
Before Automation:
Manual coordination across SAP, Upvate, and Excel.
No alerts—teams reacted after missing deadlines.
Paper-based forms caused filing delays.
High compliance risk & frequent last-minute firefighting.After Automation:
Data-driven tracking & scheduling – No missed deadlines.
Digital filing system – Auto-generated ELV3 & AOC submissions.
Integrated Power BI Dashboard – Real-time compliance monitoring.
Standardized process – Scalable model for future jurisdictions.
Lessons Learned & Future Vision
Process Bottlenecks Are Hidden Cost Centers – Without visibility, inefficiencies silently drain millions in penalties & labor costs.
Automation is More Than Just Efficiency—It’s Risk Mitigation – We turned compliance into a proactive strength instead of a reactive headache.
Data Is the Ultimate Decision-Making Superpower – A unified compliance dashboard unlocked leadership visibility & drove smarter decisions.
More Works
FAQ
01
What's your approach to turning complex business challenges into actionable solutions?
02
How do you balance innovation with practical implementation?
03
How do you ensure cross-functional alignment in large-scale projects?
04
What's your strategy for driving data-informed decision making?
05
How do you approach change management in global teams?
06
How do you measure and communicate the impact of your initiatives?
07
How do you balance technical solutions with business needs?
08
What's your philosophy on continuous improvement and learning?
2023
Data-Driven Compliance
Transforming Compliance with Automation : Eliminating Bottlenecks, Reducing Penalties, and Driving Efficiency at Scale.
Know More
From reactive chaos to proactive control, this transformation reduced compliance risk, automated scheduling, and saved millions in penalties.
A Truly Transformational Solution!
This solution completely redefined how compliance, scheduling, and inspections are managed. By eliminating manual bottlenecks and leveraging automation, it has significantly reduced financial risk, improved data accuracy, and increased process efficiency.
The strategic integration of automated reporting (Power BI), Digitization (Power Apps), and automated workflows ensures real-time insights, seamless coordination, and a streamlined user experience.
Problem
NYC’s Department of Buildings (DOB) enforces strict regulations for mandatory elevator inspections, and testing. Any delay in filing results in $3,000+ penalties per unit, exposing Schindler to $ XXM+ annually in potential fines.
Despite handling 4,500+ elevator units in NYC alone, the inspection process relied on fragmented data sources, spreadsheets, manual coordination, and paper-based filings.
The reality:
No centralized tracking – Inspection data was scattered across SAP, Upvate, Excel sheets, emails, and physical paperwork.
Highly manual scheduling – Coordinating technicians, customers, and witness consultants required constant back-and-forth via emails.
No proactive alerts – Deadlines were missed, leading to financial penalties and urgent firefighting.
Compliance exposure – Leadership lacked real-time insights into inspection statuses, increasing risk exposure.
Every missed deadline meant fines stacking up—and the existing process was unsustainable.
My Role: Leading the Digital Transformation
As Senior Product Manager/ BPiM, BI & Automation, I spearheaded this enterprise-wide transformation to digitize, automate, and optimize compliance management. This wasn’t just an IT project, it was a business-critical initiative directly tied to cost savings, risk reduction, and operational efficiency.
My Leadership Impact:
Strategic Vision & Buy-In – Built the business case for automation, securing alignment across Operations, Compliance, IT, and Field Technicians.
Process Optimization – Led workshops to identify inefficiencies and redesigned workflows for a seamless compliance process.
Technology Execution – Designed and deployed an integrated Power Apps + Power BI solution, automating scheduling, tracking, and reporting.
Change Management & Adoption – Partnered with field teams and leadership to ensure successful rollout and adoption across NYC operations.
Solution
A Unified Compliance Management System
This transformation wasn’t just about digitization—it was about turning compliance from a reactive burden into a proactive, automated process.
Key Innovations & Features:
Automated Scheduling & Alerts
Eliminated missed deadlines with proactive notifications for CAT1, CAT5, and AOC filings.
Field technicians & schedulers received real-time updates, reducing manual coordination.
Centralized Compliance Dashboard (Power BI)
Provided live visibility into due dates, completed inspections, and outstanding tasks.
Leadership could track risks and take action before penalties incurred.
Seamless SAP & Upvate (3rd party app) Integration
Enabled bulk data uploads & direct integration, reducing manual data entry errors.
Technicians could log updates on-site, cutting down back-and-forth coordination.
Digitized ELV3 & AOC Forms
Eliminated paper-based processes by implementing electronic filing & digital signatures.
Forms were auto-populated and validated, ensuring DOB compliance.
Tech Stack: Power BI | Power Apps | SAP Integration | Upvate | Automated Workflows
Concept
A game-changing initiative that modernizes compliance and reporting through automation. This project eliminates inefficiencies, reduces penalties, and enhances operational control.
User Stories:
Leadership & Compliance Teams
As a Compliance Manager, I need real-time dashboards to track risks and prevent penalties.
As a Senior Executive, I need to ensure 99%+ compliance to eliminate financial risks.
Scheduling & Operations
As a Scheduling Manager, I need an automated system to coordinate inspections efficiently.
As a Technician, I need a mobile-friendly app to access assignments and log updates instantly.
Finance & Business Teams
As a Finance Director, I need to track compliance penalties in real-time to measure cost savings.
As a Data Analyst, I need a unified data source for accurate and quick reporting.
The Results: Business Impact & Cost Savings
$12M+ in potential fines avoided – Proactive tracking reduced penalties to near-zero.
99%+ on-time inspections – Up from ~70% before automation.
70% reduction in manual effort – Eliminated redundant data entry and scheduling delays.
Faster Decision-Making – Executives had real-time insights instead of waiting for compliance reports.
Before vs. After: The Power of Automation
Before Automation:
Manual coordination across SAP, Upvate, and Excel.
No alerts—teams reacted after missing deadlines.
Paper-based forms caused filing delays.
High compliance risk & frequent last-minute firefighting.After Automation:
Data-driven tracking & scheduling – No missed deadlines.
Digital filing system – Auto-generated ELV3 & AOC submissions.
Integrated Power BI Dashboard – Real-time compliance monitoring.
Standardized process – Scalable model for future jurisdictions.
Lessons Learned & Future Vision
Process Bottlenecks Are Hidden Cost Centers – Without visibility, inefficiencies silently drain millions in penalties & labor costs.
Automation is More Than Just Efficiency—It’s Risk Mitigation – We turned compliance into a proactive strength instead of a reactive headache.
Data Is the Ultimate Decision-Making Superpower – A unified compliance dashboard unlocked leadership visibility & drove smarter decisions.
More Works
FAQ
What's your approach to turning complex business challenges into actionable solutions?
How do you balance innovation with practical implementation?
How do you ensure cross-functional alignment in large-scale projects?
What's your strategy for driving data-informed decision making?
How do you approach change management in global teams?
How do you measure and communicate the impact of your initiatives?
How do you balance technical solutions with business needs?
What's your philosophy on continuous improvement and learning?