Harpreet Cheema

About Harpreet Cheema

Project Leader/Digital modernization leader with 15+ years delivering enterprise service, case management, and data-driven platforms across regulated healthcare, financial services and public-sector programs. I specialize in assessing legacy environments and integration touchpoints, shaping target-state architecture and delivery standards, and translating business needs into secure, scalable CRM solutions tied to measurable outcomes.Hands-on with Salesforce (Sales Cloud, Service Cloud) and Pega CRM/case operations—backlogs, user stories, data mapping/validation, integration concepts, release readiness, and executive KPI/SLA reporting. Known for stakeholder/vendor alignment, Agile delivery, change/adoption planning, and cutover readiness while protecting 24x7 availability expectations.Keywords (optional last line): Salesforce • Pega • CRM Modernization • Integrations • Data Models • Security • Agile • KPIs/SLAs • Public Trust

Experience

1. Product Project Lead, Healthbook Grant-funded Sud Recovery & Wellness Pilot Project

   Workforce Outcomes

   Jun 2023 — Present · Washington, DC, US

   Led a grant-funded digital care coordination pilot from discovery → roadmap → delivery → rollout and evaluation across multi-site stakeholders.Shipped HIPAA-aligned workflows for referral/case management, crisis support, service vouchers, and outcomes reporting (web + mobile).Partnered with engineering on integrations and data mapping/validation with external systems (EHR/care management/CRM-like data stores).Drove Agile delivery (backlog, user stories, demos, release readiness), risk/compliance, and change management for partner adoption.Built KPI reporting to track engagement, timeliness, and outcomes; supported stakeholder exec readouts and expansion planning.

Education

• Harvard Business School Online

  Disruptive Strategy

• Panjab University

  Masters

• Harvard Business School Online

  Disruptive Business Strategy

• MGKVP

  Master of Business Administration - MBA

  2001 — 2003

Skills

• Sales Management
• Budgets
• Program Management
• Management
• Team Building
• Crm
• Executive Management
• Business Planning
• Operations Management
• Negotiation
• Marketing Management
• Strategic Planning
• Forecasting
• Salesforce.com
• Pricing
• Public Speaking
• Product Development
• Analysis
• Strategy
• Entrepreneurship
• Sales
• Leadership
• Recycling
• Business Strategy
• Coaching
• Business Development
• Project Management
• Cross-Functional Team Leadership
• Marketing Communications
• Sustainability
• Marketing Strategy
• Community Service
• Social Media
• Salesforce.com Administration
• Strategic Partnerships
• Sales Operations
• Customer Service
• Process Improvement
• Team Leadership
• Product Management