B. Stanley Sampreeth Kumar
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B. Stanley Sampreeth Kumar

Return & Refund Workflow Case Study · CRM, Trackers

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About B.

I'm B. Stanley Sampreeth Kumar, based in Sullurpeta, India. Operations-minded Business Analyst who builds a structured case for how a process breaks and writes the fix in language a non-technical stakeholder can act on immediately, developed through independent case studies on companies including Meesho, Paytm, HSBC, and Transect. Two of these case studies were reviewed directly by the companies' own Operations Manager and COO, both of whom confirmed the findings were relatable to their real operations. Writing has been featured in BA Digest and quoted publicly by Howard Podeswa, author of The Business Analyst's Handbook. Most recently I worked as Return & Refund Workflow Case Study at Meesho (2025). Owned end-to-end analysis of the return and refund process, isolating six structural gaps behind delayed and inconsistent resolutions; designed a milestone-based, SLA-driven communication model to automate customer updates. Before that: CRM Deal Hygiene Automation at HubSpot Pipeline Monitoring (n8n Build), Customer Onboarding & Compliance Workflow Case Study at HSBC and Revenue Operations & CRM Governance Case Study at Transect. Certifications: Project Delivery in Business Analysis & Capstone Project — Microsoft; Data for Business Analysts Using Microsoft Excel — Coursera; Master Business Analysis & Product Development — Udemy; Business Analysis Fundamentals — Microsoft. I studied Bachelor of Technology, Mechanical Engineering, RGUKT RK Valley, Idupulapaya, Andhra Pradesh.

What B. loves doing

Baking & cookingFitness & yogaFixing thingsWriting
New to Taskly
Jobs done
2026
Tasker since

What B. does

Business Services

CRMTrackersCustom ReportingPower BIDatabase AdministrationMicrosoft ExcelAutomation & Scriptingn8nRoot Cause AnalysisSLAMilestone-Driven TrackingStakeholder AnalysisEnablementProcess DocumentationData ValidationQA & TestingGap AnalysisProcess ImprovementCross-Functional Collaboration

Experience

Return & Refund Workflow Case Study· Meesho

2025

Owned end-to-end analysis of the return and refund process, isolating six structural gaps behind delayed and inconsistent resolutions; designed a milestone-based, SLA-driven communication model to automate customer updates.

CRM Deal Hygiene Automation· HubSpot Pipeline Monitoring (n8n Build)

2025

Built an automated CRM pipeline hygiene system on real HubSpot deal data, flagging deals with no recent activity, passed close dates, or missing required fields; delivered digest via Slack and CSV audit log.

Customer Onboarding & Compliance Workflow Case Study· HSBC

2025

Mapped customer onboarding and compliance workflows, surfacing dependencies and bottlenecks; wrote compliance-aligned workflow recommendations to remove friction without compromising regulatory requirements.

Revenue Operations & CRM Governance Case Study· Transect

2025

Owned a full operational scalability assessment, built a 30-day improvement framework closing process gaps behind lead-to-revenue delays; mapped As-Is and To-Be process flows to improve handoff efficiency.

Governance & Risk Analysis Case Study· Paytm

2025

Conducted governance and operational risk assessment, wrote recommendations focused on operational resilience and risk mitigation; reviewed by Paytm's COO.

AI Operations Dashboard· Product Advisory Platform

2025

Designed dashboard logic and data validation frameworks to monitor key operational metrics and flag anomalies for stakeholder decision-making.

Where & when

Sullurpeta, India Hyderabad, India Bengaluru, India

Trust & credentials

Interviewed & approved

Personally interviewed by our founder before their first job

Identity verified

Government ID on file

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