Netra Labs

As Co-Founder and Chief Revenue Officer at Netra Labs, I am at the forefront of driving innovation in the AI industry. Our mission at Netra Labs is to make AI technology accessible and beneficial for businesses of all sizes, and I am deeply committed to this cause.

My role involves strategic planning and execution, revenue growth, sales strategy, and team leadership. I work closely with our talented team to develop and refine our product offerings, with a particular focus on our digital copilot, Kait. Kait is designed to evolve with businesses, learning from every interaction and adapting to every challenge. She represents our commitment to harnessing the power of AI for any business.

I bring to this role a wealth of experience in emerging technology and digital process automation. I am passionate about driving innovation-led business transformation solutions and am excited to bring this passion to my work at Netra Labs.

I believe that AI has the potential to revolutionize the way we do business, and I am excited to be part of this journey. I look forward to connecting with like-minded professionals who share our vision for the future of AI.

Co-Founder & Chief Revenue Officer

Accelirate Inc.

The "automation world" is always changing, new technologies and methodologies coming into the space on a seemingly daily basis. 


My role as Senior Director of Emerging Technology is to first understand what problems these technologies are trying to solve, what are their unique capabilities and differentiators in the market and how can we leverage that into more value for both our clientele and partner network. 

I work with Executive Leadership from both Product & Services companies to create packaged solutions that are implemented via our Delivery team to automate "business outcomes" and most importantly, solve business problems. 

Whether it's Intelligent Document Processing, iPaas, Conversational AI, Process Mining, IRPA or any number of the new and upcoming "categories of automation", we focus solely on solving problems and we use Automation (and her underlying technologies) to do so.

Senior Director - Emerging Technology

Established the Process Discovery practice that is now comprised of 30+ Business Analysts & Process Architects who lead or assist on projects across numerous industries (BFSI, Healthcare, Oil & Energy, Retail etc..) and various Modernization technologies (iRPA, iPaas, IDP, Process Intelligence etc…). We provide our clients with detailed Modernization roadmaps & deliverables that establish a future state and provide clarity on the value to be returned to the business. 

-	Established numerous service offerings across the Modernization spectrum (Process Mining, Task Mining, iRPA etc..) that have resulted in 7 figure revenue streams for the company.

-	Led multiple enterprise modernization engagements involving C-Suite & Executive Management across numerous industries (Banking, Healthcare, Tech and Retail) that have provided millions in savings for our clients and major revenue streams for Accelirate.

-	Created a 3-phase interview model that rated candidates based on their core skills, experience, and critical thinking abilities to ensure optimal candidates we’re being filtered through the interview process.

-	Created an Employee Evaluation model that assessed our Analysts based on 10 Knowledge Areas (Process Mapping, Stakeholder Management etc..) across 4 expertise levels (Introductory, Competency etc..) to ensure each Analyst was making continuous progress during evaluations.

-	Created our Business Analysis training program that enabled all new hires to be ‘client ready’ within a month, providing them with the foundation to be a successful BA with over 50+ trained internally and many more from our clients using our LMS.

-	Created our Process Discovery methodology that enabled all Process Architects to capture the work being done in an Organization/Key Focus Area and assess the work for Modernization opportunities that align with business objectives and corporate strategy, all with minimal business disruption and few meetings.

Director - Process Discovery

Oversaw the design and development of Automation Navigator, a system of record for any Automation program that assists programs in identifying automation opportunities, provide savings info and feasibility/ease of implementation estimates along with streamlining the capturing of the ‘Current State’ of a process, all in one tool. Design and development began Q3 of 2018 and was completed by Q2 2019 before being sold in 2020 to a RPA vendor.

Product Manager - Automation Navigator

As Employee #1 of Accelirate, I helped establish our Delivery methodology and sign our “lighthouse account” resulting in millions of revenue and helped lead the COE to 100+ Automations & $10MM+ Annualized Savings in under 3 years whilst allocated to the project.

Senior Automation Engineer

Alsbridge

- Part of the original team of the Robotic Process Automation Service Line that grew to over 100+ before being acquired by ISG.
- Delivered process assessment and strategy engagements to determine the viability of RPA as a solution given the client processes and environments and quantify the impact of moving forward with automations in the workplace.
- Lead Developer for multiple Proof of Concept (POC) engagements that required a process assessment and automation development to be completed in 1-2 days and demonstrate the ability of RPA software to successfully interact with specific client applications.
- Perform in-depth analysis of client functions/business units to determine automation scope in a phased approach. Once scoped, performed in-depth analysis with the Subject Matter Expert in order to create the Process Definition Document (PDD), Solution Design Document (SDD) along with supplementary documentation (Discovery Notes, Keystroke Document, Runbook, Training Plans etc…)

Career Project Highlights:
	- Partnered with Senior Executive Team as Lead Developer for RCM provider (Healthcare) on their Payment Posting Function which led to > $1MM in projected cost savings by end of Year 1 (post-implementation) by utilizing Automation Anywhere along with customized OCR solutions.
	- Partnered with established C.O.E. as Lead Developer for Cost-Containment Provider (Healthcare) on their Direct Billing Function which led to >$250K in projected cost savings by end of Year 1 (post-implementation).
        - Spearheaded Pilot with Senior Leadership of Shared Services Group as Lead Developer for Fortune 500 Financial Services Corporation which led to >$850K in projected cost savings by end of Year 1 (post-implementation).

Consultant - Robotic Process Automation

Sutherland Global Services

Sutherland Global Services is a global provider of business process and technology management services offering an integrated portfolio of analytics-driven back-office and customer facing solutions that support the entire customer lifecycle. As one of the world’s largest independent BPO companies employing over 30,000+ professionals across 40+ operation centers spanning across 5 continents. 

Sutherland's mission is to help our clients maximize their customer lifetime value and increase their competitive advantage by driving productivity/efficiency while delivering measurable results. Our focus not just being cost reduction but driving business performance improvements across multiple processes. 

Responsibilities & Achievements: 

- Trained in Robotic Process Automation using UiPath Automation software to help streamline business processes tailored to client's business needs using a LEAN Six Sigma methodology to ensure efficiency and effectiveness.

- Performed successful Proof of Concept (POC) for management consulting firm to showcase the capabilities of Robotic Process Automation as a viable solution for high-volume, highly-transactional process functions. 

- Collaborated with team to help secure Fortune 500 client by proposing plan to help streamline back-office operations by implementing a multi-faceted solution. Solution included business process redesign that included demonstration of the applicability of Robotic Process Automation software to both current business process ('As Is') and proposed solution ('To Be'). 

- Consistently collaborate with Innovation & Transformation team on solution implementation for various projects by identifying inefficient processes and creating RPA solutions based upon the BRD submitted by project manager.

Subject Matter Expert - Robotic Process Automation (Innovation & Transformation)

I am passionate about leveraging the power of AI to create value and impact for businesses of all sizes. As the Co-Founder and Chief Revenue Officer of Netra Labs, I lead the strategic planning and execution, revenue growth, sales strategy, and team leadership of our innovative AI company. Our mission is to make AI technology accessible and beneficial for businesses, and I am deeply committed to this cause.

I have more than 9 years of experience in driving digital process automation projects, building and managing high-performing teams, and supporting technology adoption across industries. I have delivered extraordinary results for internationally recognized BPO & Consulting firms, and for the last 4 years, I worked with Accelirate as their Director of Process Discovery, where I established and grew the practice to 30+ professionals and generated 7 figure revenue streams. I combine my expertise in cognitive automation, business optimization, robotic process automation, and agile methodologies to enable operational excellence and digital transformation for our clients and partners. I am always open to creative solutions and new challenges, and I look forward to connecting with you.

If you would like to connect for business purposes or looking to expand your network, I welcome and look forward to connecting with you.

Robert James Booth

rj@netralabs.ai

Key Specialties: 
Digital Process Automation, Business Optimization, Robotic Process Automation, Executive Leadership, Change Management, Agile Methodologies, Enterprise Architecture, Continuous Improvement, Digital Transformation

Robert James Booth

Oversaw departmental financial performance, expenditures, staffing, employee development, client escalations, and prospect pipelines. Enhanced brand awareness and attracted prospective clients by conducting webinars, writing articles, and generating content. Lead sales discussions with clients and deliver personalized automation support proposals tailored to their financial constraints and IT requirements. 

•	Delivered exceptional results by driving a 1,150% increase in annual revenues by cross selling, upselling, conducting webinars, and working new prospect leads.
•	Expanded client portfolio from 10 clients to 25 clients through sales presentations, marketing campaigns and business development. 
•	Presented solutions to Directors, Vice Presidents and C-Suite executives resulting in signed contracts with companies such as ConocoPhillips, Hackensack Meridian Health, Panda Express, Bayview Loan Servicing, Wawa, AAA, and Pokémon.
•	Created and executed action plans by analyzing department financial reports using Microsoft Excel and PowerBI to achieve Gross Margin of 35% and transformed Accelirate ROC into a profitable venture.
•	Scaled workforce from 5 to 75 members while mentoring and developing leaders resulting in 6 team members getting promoted to management positions within the department.
•	Designed and implemented JIRA Service Management workflows to track project workload, workload allocation amongst team members, potential escalations, response and resolution times, and evaluate service quality.
•	Generated reports in Microsoft PowerBI and used the 80/20 rule to identify where to focus efforts within the department to reduce resolution times and improve service quality.

Senior Robotic Operations Center Director

Promoted accountability and ensured consistent delivery of exceptional service by establishing and maintaining organizational charts and defining employee responsibilities. Delivered specialized IT support tailored to automation solutions by formulating and executing comprehensive methodology and pricing model. Streamlined workflow by overseeing and directing day-to-day operations.

•	Built automation support department from ground up by creating Standard Operating Procedures using Microsoft Visio, Microsoft PowerPoint and JIRA Service Management. 
•	Streamlined accountability systems by creating employee evaluation rubrics in Microsoft Forms and ensured consistent delivery of outstanding client services by developing and fine-tuning organizational charts that delineated employee roles and responsibilities.
•	Expanded recruitment efforts to encompass India and Colombia by creating job descriptions, interview templates, scoring rubrics, and procedures using Microsoft Excel and Forms. 
•	Formed cross functional teams and created shift schedules in Microsoft Teams that provided coverage across all US time zones to accommodate all client needs.
•	Designed 3 phase training curriculum focused on technical, communication, and leadership skills using UiPath Academy, Paycor, and Learning Management system.
•	Led proof-of-concept initiative with a single client by leading a team of developers and support engineers ultimately leading to triumphant expansion of client portfolio, acquiring 10 new clients.

Robotic Operations Center Manager

Produced process maps in Microsoft Visio for automation design by documenting business processes and gathering essential business requirements in collaboration with subject matter experts (SMEs). Analyzed and computed Return on Investment (ROI) for prospective automation projects using Microsoft PowerBI; provided critical financial insights for informed decision-making and investment strategies using Microsoft Excel and PowerPoint.

•	Led development projects using AGILE Methodologies, encompassing end-to-end process of designing, creating, and implementing automation solutions.
•	Achieved substantial annual savings of 10,000 man-hours by collaborating with client in implementing automation in Accounts Payable, Claims Processing, Mortgage Approvals/Denials, and Data Entry.
•	Created automation KPI Metrics dashboards using Microsoft PowerBI by importing and manipulating robot log data.
•	Wrote SQL queries using Microsoft SQL Server to identify automation improvement opportunities and automations with high error rate

Automation Business Analyst

Fidelity Investments

Identified investment, consolidation, and business opportunities by conducting comprehensive research and analysis of advisor books of business. Executed various account activities for high-net-worth clients, such as money transfers, account maintenance, handling inheritance matters, and optimizing investment allocations. Enhanced client engagement by orchestrating events/educational seminars.

•	Handled and nurtured relationships for advisor books of business, ranging from $500M to $1.5B in AUM.
•	Oversaw spectrum of account activities for high-net-worth clients, encompassing transfer management, account maintenance, inheritance matters, and the optimization of investment allocations.
•	Delivered personalized financial inheritance services to high-net-worth clients, including analyzing cost-basis step-ups, asset liquidation and transfer, opening inherited accounts in beneficiaries' names, diversifying inherited assets, and allocating account assets based on beneficiary designations.
•	Elevated client engagement by conducting in-depth analysis of current and potential client demographics and portfolio holdings to identify and coordinate tailored educational seminars.

Relationship Manager

Developed personalized financial plans for clients with assets exceeding $150K, while aligning their financial strategies with unique life goals and requirements. Conducted comprehensive suitability reviews for client portfolios and offered well-informed investment solutions, with keen focus on generating income, preserving and growing capital, and maximizing strategic tax efficiencies.

•	Generated $5M in new business for Fidelity Advisors through referrals, cold calling, account transfers, and business relationships.
•	Achieved $15M in sales, encompassing annuities, mutual funds, managed accounts, and various other financial products.

Investment Consultant

Provided financial guidance to clients with assets up to $50K through advisory appointments. Identified financial guidance opportunities and referred clients to in-office advisors by engaging in discussions at front counter. Managed front counter treasury operations, covering handling wire transfers, setting up new accounts, facilitating trust account services, and assisting with wealth inheritance matters.

•	Received Excellence in Action award in 2016 for outstanding performance and dedication to excellence in workplace.
•	Secured licenses including Series 7, 63, 65, and Insurance 2-15 for Life, Health, and Variable Annuities.

Financial Representative

Florida State University

Football: 2013 BCS National Champions 
Soccer: 2014 Women's National Champions

Film Florida State athletic program's practices and games. Provide Florida State coaches with game film, scouting tapes, and self scout copies of athletic film. Travel with Football, Baseball, Softball, and Soccer on road trips to prepare coaches meeting rooms and assist with Xos Thunder technologies.

Sports Videographer

Phi Delta Theta Fraternity

Chapter President

Chapter Secretary

The Virtus Group

Update client information using LPL Financial Branchnet. Prepare Strategic Asset Management reports. Organize client information. Analyze mutual fund performances. Prepare Global Market Awareness reports. Perform volunteer hours with Project Outreach in Providence, Rhode Island to promote financial awareness

Summer Intern

Top-performing and results-driven professional with substantial experience overseeing business operations and personnel to achieve targets with keen focus on advancing corporate strategic mission and vision.

Track record of success in transforming departments into revenue-generating powerhouses. Proven history of excelling in collaborative efforts and orchestrating tasks with meticulous precision. Demonstrated expertise in sales, complemented by extensive management experience. Well-versed in understanding complex business landscapes, analyzing challenges, and developing lasting solutions to drive operational excellence and positively impact bottom line. Possesses in-depth financial knowledge. Proficient in managing departmental finances, employee development, and client relations. Known for instilling discipline and fostering accountability in all work undertaken.

taplio

The Battle

Robert James Booth

Kyle Wilson

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