
Ekaterina Berlova
Verified Expert in Project Management
Project Manager
Lisbon, Portugal
Toptal member since April 22, 2022
Kate is a hands-on delivery lead with expertise in product management, business analysis, and Agile execution. She is involved in all project stages, from discovery and requirement gathering to solution design, backlog management, and release planning. With a firm grasp of product capabilities, she bridges business needs with technical execution to deliver scalable, user-focused solutions. Her servant leadership approach fosters collaboration and ensures quality outcomes in dynamic environments.
Project Highlights
Expertise
- Agile
- Agile Project Management
- Certified ScrumMaster (CSM)
- Product Management
- Product Strategy Consultant
- Project Discovery
- Salesforce
- Stakeholder Engagement
Work Experience
Agile Delivery Lead
Ennismore - Main
- Set up project standards and methodologies from scratch, trained a team of eight members in Agile practices, and acted as a scrum master. Achieved a 100% increase in velocity and successfully delivered two websites within the forecasted timeframe.
- Developed reliable project forecasting and strict backlog management processes, ensuring all necessary information was accurately documented in Jira and Confluence, enhancing project transparency.
- Improved communication between design and development teams, reducing bugs and rework by 30% and increasing the complexity and quality of design vision.
- Oversaw scope definition, prepared budgets, and managed multiple projects at differing stages, ensuring financial alignment with business expectations and demonstrating excellent time management.
- Collaborated with internal teams and external agencies throughout the project lifecycle, ensuring cohesive and timely project delivery that met business expectations.
- Facilitated Agile ceremonies for two squads, fostering close collaboration and improving team efficiency and project outcomes.
- Ensured projects were delivered on time and met business expectations, enhancing overall client satisfaction and project outcomes.
Scrum Master
Pearson - Australia - 1
- Navigated challenging post-acquisition dynamics and funding uncertainties to introduce Scrum methodologies to three squads, successfully transitioning over 30 team members to Agile ways of working within 12 months.
- Mentored an external vendor team unfamiliar with Scrum, ensuring seamless integration and alignment with internal project objectives and processes. Fostered a strengthened partnership between the external vendor and the client.
- Transitioned the product backlog from Trello to Jira amidst organizational challenges, boosting the teams' velocity, enhancing their ability to forecast project delivery timelines, and ensuring clear accountability across all members.
- Provided extensive coaching to a junior product owner, culminating in delivering a new, highly-praised software functionality for Australian schools, celebrated by Pearson's clientele.
- Empowered the client with a comprehensive understanding of the incoming project scope, enabling more effective capacity planning with external vendors.
- Reduced overall team stress by fostering improved communication and understanding between client and vendor team members, enhancing project cohesiveness.
- Reorganized and refined the product backlog, leading to a substantial decline in software bugs by over 50%.
- Elevated one squad's efficiency and focus to the extent that their backlog was reduced by 70% after refining their Scrum processes.
- Enhanced the client's insight into the project's scope during uncertain times by introducing effective reports and dashboards, allowing for effective capacity planning with external vendors and instilling confidence in future project trajectories.
- Identified and addressed skill gaps among developers, resulting in the creation of valuable documentation and the establishment of transparent reporting mechanisms on squad performance.
Functional Delivery Lead
Accenture
- Led the discovery and prototype build of a management system for juvenile detention centers, ensuring stakeholder alignment and scalable solution design.
- Redesigned Salesforce user permissions across six organizations for Fonterra, improving security, efficiency, and role-based access management.
- Led product discovery sessions to help clients define key business needs, map pain points, and translate them into Salesforce CRM requirements, ensuring alignment with strategic goals before moving into the delivery phase.
- Established the project scope, delivery timeframe, budget, and the team required to successfully deliver the project. Established and managed project risk registers.
- Assessed the client's requirements and prepared work statements and price estimates. Provided responses to requests for proposals.
- Launched a robust DevOps process and managed cross-stream impacts in multi-stream projects.
- Led the delivery team and ran Agile ceremonies, discovery workshops, user training sessions, and stakeholder engagement meetings.
Functional Delivery Lead
Trineo
- Scoped and built a Salesforce support case management solution for an investment fund company, ensuring streamlined customer service workflows.
- Led the discovery and implementation of a customer portal for a major dairy producer, ensuring an intuitive user experience and seamless Salesforce integration.
- Led the discovery process with stakeholders, including requirements gathering, business process analysis, and discovery workshops.
- Facilitated road mapping and prioritization workshops, helping clients define their Salesforce CRM strategy, key features, and rollout plans.
- Transformed client needs into actionable product roadmaps, structuring feature sets, backlog priorities, and phased releases to align with business goals.
- Acted as a project manager following Agile methodology, establishing project scope, delivery timeframe, and the team required for the successful delivery of the project.
- Established a delivery process post-project to maintain the integrity of the system.
- Acted as a scrum master during all Agile ceremonies.
Business Analyst
EROAD
- Engaged with all levels of the business to develop new and improve the existing tools and processes. Reported to CFO and was involved in improving the processes of financial records and reports in Salesforce.
- Collaborated with the Scrum team in a BA role, creating user stories and getting them to ready state, shaping the backlog, and participating in Scrum ceremonies.
- Carried out user training for frequently deployed system improvements and new features.
Project History
Finance and Risk Management Tools for Australian Farmers
Led a team of specialized developers to build an online portal for dairy farmers containing interactive checklists and calculators (Salesforce).
1) Financial calculator
2) Interactive risk checklist
KEY HIGHLIGHTS
• Seamless integration with Salesforce CRM, simplifying farmer registration.
• Interactive UX design utilizing a traffic light color system, instantly contrasting user data against regional farming benchmarks.
• Capability for farmers to produce high-spec PDF reports with dynamic graphics.
PROJECT PHASES
• Discovery: determined functional and UX needs.
• Design: crafted user-centric interface.
• Build: developed the portal and tools.
• Early life support: addressed minor enhancements and any bugs.
ROLE
• Comprehensive agile project management: oversaw scope, timeline, budget, and risks, facilitated workshops.
• Product management: Defined and prioritized product requirements, translating user needs into clear user stories and feature roadmaps, ensuring the tools were intuitive, high-impact, and aligned with government objectives.
• Agile mentorship: educated the client team, specifically focusing on product owners and testers.
• Solution architecture oversight and establishment of post-release support.
Improving Agile Implementation for a Government Agency
Coached the delivery teams on best delivery practices following Agile methodology, improving the throughput of the program.
A review of the two streams of work was performed:
• BAU stream
• Ongoing support stream of work (ServiceNow)
Role:
• Establishing regular Agile ceremonies and leading them.
• Coaching the delivery team and client stakeholders on the best approach to communication through the sprints.
• Reviewing and improving processes around supporting tickets arriving from business users.
Goals achieved:
• Velocity has increased more than two times in the first two sprints.
• Decrease in the number of times tickets were required to be investigated.
• Faster resolution of support tickets.
• Decrease in bugs discovered during testing.
• Improved communication among team members.
Upgrade of Telephony Platform to an Integrated Cloud Solution
Led a project of integrating a cloud call center solution with existing CRM, thus replacing the legacy VoIP system.
• Registering all the phone calls in CRM and automatically linking them to the contact records present in the system by matching the phone number of the caller
• Recording information about the call, such as duration, the recording, and the time received, within the CRM system
• Receiving chat support inquiries within the same window inside the CRM screen
• Assisting customers with technical queries by connecting to customers' computer screens for troubleshooting
ROLE
• Led the discovery and delivery of the project
• Managed a go-live where phone lines were redirected to a new solution—10 hours of go-live window during the night
• Led early life support (ELS) stage after going live, supporting the call center users with training
Leading Three Squads for Education Materials Publisher
Navigated post-acquisition challenges to transition 30+ members to Scrum, reducing a squad's backlog by 70%, mentoring a product owner to deliver praised software, and creating visibility into project performance through clear reporting.
My tenure was characterized by adeptly navigating teams unfamiliar with Scrum, especially two external vendor teams, all while mitigating the heightened stress resulting from the challenging business landscape.
I championed the migration of the product backlog from Trello to Jira, optimizing workflow management.
A standout accomplishment under my leadership was the significant reduction of a squad's backlog by 70%, showcasing the efficacy of the Scrum processes I implemented.
Also, my strategy for change was intentionally gradual and nurturing, which led to enhanced team engagement, notably during retrospectives rich in actionable insights.
I diligently identified and addressed developer skill gaps, emphasizing comprehensive documentation and transparent reporting. Also, my dedicated mentorship of a junior product owner culminated in the successful roll-out of software functionality for Australian schools, earning high praise from end users.
Discovery: Lending 3rd-party Software for a Leading New Zealand Bank
Led a successful discovery project for a top New Zealand bank, culminating in the streamlined implementation of nCino, a 3rd-party lending software, which yielded substantial reductions in processing costs.
FACILITATION
• Led crucial workshops, ensuring stakeholder alignment and understanding.
SCOPE DEFINITION
• Articulated the project's boundaries and expectations, streamlining the assessment process.
PRESENTATION
• Conveyed intricate findings, highlighting nCino's potential value and integration challenges.
RECOMMENDATIONS
• Collaborated with engineers to formulate strategic insights, driving the project's direction.
My adept leadership during the discovery phase provided the foundational insights that spearheaded the successful implementation of nCino over a subsequent 18-month period, reinforcing the bank's commitment to leveraging top-tier technology solutions for optimal operational efficiency.
User Permission Structure for the World's Largest Dairy Company
Designed and implemented a new user permission structure across six Salesforce platforms, transitioning from role-based to function-specific permissions, streamlining user support, and enhancing operational efficiency amidst technical complexities.
As a delivery lead with strong product management expertise, I:
• Led stakeholder workshops to identify functional needs, pain points, and security requirements.
• Defined and prioritized product requirements, ensuring the new permission model aligned with business objectives.
• Oversaw the build, deployment, and UAT, ensuring seamless adoption with minimal business disruption.
I successfully navigated:
• Balancing security, usability, and performance to create a scalable access structure.
• Addressing technical debt while ensuring maintainability.
• Managing cross-stream dependencies and coordinating multiple development teams.
The implementation reduced technical debt, improved security, and lowered user support costs, making Salesforce access management more efficient and business-aligned.
Discovery and Prototype Building for Juvenile Detention Centers (Salesforce)
A 2-month discovery and prototype building exercise resulted in the initiation of a 12-month long, $2.7 million budget delivery project of a new management system for child detention centers.
• It spanned two months, commencing with two weeks of discovery workshops to understand existing workflows, requirements, and complex regulatory constraints.
• A functional prototype was then developed over three weeks and iteratively refined based on daily feedback from internal stakeholders.
• Following approval from senior stakeholders and the Design Authority, a comprehensive backlog was defined and estimated, informing team size, skillsets, and budget.
• The project's eventual approval and allocation of over $2.7 million underscored the agency's commitment to modernizing detention center management.
Education
Master's Degree in Finance
University of Otago - Dunedin, Otago, New Zealand
Bachelor's Degree in Finance
University of Otago - Dunedin, Otago, New Zealand
Certifications
Salesforce Service Cloud Consultant
Salesforce
Certified Salesforce Administrator
Salesforce
Certified Scrum Master
Scrum.org
Skills
Tools
Microsoft Excel, Project Management & Work Tracking Tools, Slack, Jira, Confluence, Salesforce, Asana, Trello, Visio
Paradigms
Agile, Agile Project Management, Requirements Analysis, Agile Leadership, Agile Software Development, Agile Delivery, Implementation Project Management, Kanban, Lean Project Management, Scrum, Change Management
Platforms
WordPress
Industry Expertise
Banking & Finance
Other
Team Management, Discovery Workshops, Stakeholder Management, Workshops, Sprint Planning, Backlog Management, Scrum Master, Process Flows, Process Improvement, User Stories, Cloud, Customer Relationship Management (CRM), Business Analysis, Consulting, Business Process Improvement (BPI), Process Analysis, Web & Mobile Applications, Minimum Viable Product (MVP), Data Reporting, Agile Transformation, Business Requirements, Detail-oriented, Process Improvement Project Management, Salesforce.com Administration, Software Development, Agile Product Delivery, Team Leadership, Stakeholder Engagement, Digital Project Management, Reporting, Feature Backlog Prioritization, IT Project Management, Delivery, Sprint Retrospectives, Enterprise SaaS, Project Management & Delivery, Documentation, Resource Management, Agency, Scope Management, Team Building, Coaching, Product Management, Product Strategy Consultant, Teams, Certified Salesforce Administrator, Data Analysis, Business Process Analysis, Certified ScrumMaster (CSM), Project Management, Operations Management, Planning, IT Projects, Remote Team Leadership, Cross-functional Team Leadership, Agile CRM, Software as a Service (SaaS), SaaS, Remote Work, Agile Coaching, Estimation & Planning, Project Discovery, Project Consultancy, Project Planning, Project Tracking, Project Reporting, Business to Business (B2B), Process Optimization, Integration, Risk Management, Technical Project Management, eCommerce, System Implementation, Lucidchart, Salesforce Service Cloud, Finance, Portfolio Management, Statistics, ServiceNow, Vendor Management, Scrum Coaching, Mentorship & Coaching, Risk Assessment, Project Viability, Permissions design, Cross-stream Impact Management, Debt, Discovery, Prototyping, Project Estimation, Digital Transformation, Scaling, Project Rescue, Product Roadmaps
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