Portali

Portali is a fintech startup transforming accounting and bookkeeping operations through autonomous, AI-driven solutions.  

**Key Achievements & Responsibilities:**
  
- Product Leadership: Built and led a cross-functional product and R&D team of 8, including UX/UI designers, DevOps, full-stack and backend developers, and a product marketing specialist, across 4 global locations.
  
- MVP Development: Designed and launched the MVP of a SaaS web application for SMBs and CPAs:  
  - Reduced bookkeeping process time by 70% per client and 80% per document.  
  - Achieved 90% error reduction and boosted adoption rates by 50% through a comprehensive UI/UX overhaul.
  
- Strategy & Roadmap: Created the product strategy, roadmap, and detailed requirements by integrating stakeholder feedback, user insights, and analytical data.
  
- Customer Discovery: Conducted over 100 interviews with industry professionals, securing pilot programs in the US and Israel.
  
- Market Expansion: Researched market opportunities to develop a go-to-market strategy, leading to increased deal volume and stronger client relationships.
  
- Investor Relations:* Secured funding for MVP delivery from angel investors by cultivating relationships and presenting a compelling business case.
  
- Public Engagement: Represented Portali at 25+ conferences and meetups, enhancing the company’s digital presence by 188% through thought leadership and public speaking.
  
- Operational Excellence: Managed budgets, cash flow, and company finances, ensuring sustainability and resource optimization.  

**Key Highlights:**  
- Revolutionized the bookkeeping process with a cutting-edge AI-powered solution, significantly improving efficiency and accuracy.  
- Successfully closed strategic partnerships and design partners to refine and expand the product offering.  
- Championed company vision, aligning product development with industry needs to create impactful solutions for SMBs and CPAs.

Senior Product Manager & Co-Founder 

Adler Consultancy

Providing strategic product management advisory services for early-stage startups, empowering businesses to transform ideas into scalable, customer-focused solutions.  

Key Services & Achievements: 
Product Strategy & Vision Development:
- Developed actionable product strategies through market analysis, value proposition creation, and competitive landscape mapping.
- Delivered product roadmaps with feature prioritization, resource planning, and risk mitigation, driving growth and efficiency.

Customer-Centric Product Design & Development:
- Conducted user research and testing to create intuitive UX/UI designs, increasing adoption rates by up to 200%.
- Oversaw technical architecture planning and Agile sprints, reducing time-to-market by 30%.

Digital Transformation & Process Optimization:
- Guided digital transformation efforts, including workflow automation and KPI framework design, improving operational efficiency by 40%.
- Provided customized playbooks to optimize processes and align teams with business goals.

Market Expansion & Revenue Optimization:
- Created go-to-market strategies and pricing models, enabling successful entry into new markets and revenue growth.
- Identified partnership opportunities, enhancing client offerings and driving scalable success.

Team Enablement & Agile Implementation:
- Trained and mentored teams on Agile methodologies, boosting development velocity and fostering a culture of continuous improvement.

Impact Highlights:
- Helped startups reduce technical debt and increase user adoption while improving development efficiency by 40%.
- Led workshops and strategic sessions, equipping leadership teams to make data-driven decisions and drive innovation.
- Delivered measurable results across industries like fintech, AI/ML, Crypto, and SaaS.

I specialize in comprehensive product management solutions, empowering startups to scale effectively, optimize processes, and achieve impactful business outcomes.

Product Management Consultant

Ha Midrasha –The Israeli National School Civil Service Commission

Ha Midrasha - Israeli national school for Leadership, Governance, and Management for senior staff in government ministries.

Fostered and maintained vital partnerships and retained foreign relations with Israeli embassies and senior executives in government agencies within Israel and abroad.

Built, facilitated, and carried out delegation itineraries for government officials and organized conferences (+500 participants)

Head of Foreign Relations and Overseas Delegations 

Ha Midrasha –The Isreali National School Civil Service Commission

Responsible for managing several projects.

Nurtured and retained foreign relations, in addition to issuing press releases

Project Manager & Assistant Director of External Relations 

Jerusalem U

OpenDor Media brings Jewish ideas, values, and stories to life through quality filmmaking, delivering them to a global audience of millions using today’s most popular and far-reaching digital platforms, like YouTube, Netflix, and Amazon.

Functioned as speaker and Lecturer across 32 American states, the UK, Canada, and Europe to advocate Israel's image in the international arena.

Project Manager & Public Speaker

Israel Defense Forces

Lieutenant Officer Paratroopers Brigade
Nov 2010 - Nov 2014 . (Active duty)
- Served as Officer for the Paratroopers Brigade, Battalion 101.
- Received the Certificate of Excellence upon training completion.

Deputy Company Commander (Reserves)
Dec 2014 - Jul 2023 · Rank Captain.
- Commanded over 120 reserve soldiers.
- Graduate from a Company Commanders Course
- Awarded Certificate of Excellence on Independence Day (2019).

Lieutenant officer in the Paratroopers Brigade

I am a strategic and innovative Product Manager with a proven track record of transforming complex ideas into impactful products that solve real-world problems. With over six years of experience, I specialize in building and scaling B2B and B2C SaaS platforms, particularly in the fintech and AI domains.

As the Co-founder and CPO of Portali.Tech, I’ve led a distributed team to develop an AI-powered SaaS platform that revolutionizes bookkeeping for SMBs and CPAs. From crafting product roadmaps to driving customer discovery and securing strategic alliances, my work is defined by delivering tangible value and measurable results.🎯

📈 Highlights include:

🛠️Led a cross-functional team across four countries to launch an MVP, achieving 300% B2B adoption in year one.

🔍 Conducting 100+ customer interviews to refine strategies, boost efficiency, and increase deal volume by 500% in deal volume.

⚙️ Led the rapid development and launch of a highly requested feature, enhancing customer retention by 11% and significantly boosting user satisfaction through seamless execution.

🚀 Aside from my startup, I have advised over 10 early-stage startups globally, providing expertise in product strategy, market research, and development roadmaps. My diverse background, which includes leadership, public speaking, and digital transformation, enables me to thrive in high-pressure environments.

I offer the following:

🤖 Industry Knowledge: I have experience in fintech, AI/ML, cryptocurrency, SaaS, and retail, allowing me to adapt strategies to various challenges.

🧩 Technical Expertise: I connect complex technologies with business goals to drive digital transformation.

🤝Leadership and Collaboration: I guide teams in both structured corporate environments and dynamic startup settings.

📈 Data-Driven Insights: I utilize analytics to optimize strategies and enhance user experiences.

🔍 User-Centric Design: I deliver solutions that not only meet business objectives but also delight users.

When I’m not driving product innovation, you’ll find me hitting the trails as a competitive runner 🏃 or mixing cocktails after a hike. Let’s connect to explore how we can innovate together!

#ProductManagement #Fintech #AI #StartupLeadership #GrowthStrategy

Eden Adler

Yehonatan Shalem

Senior Implementation Consultant for monday.com, Jira, and Microsoft 365 applications, leading enterprise projects to optimize workflows and maximize system value. Responsible for Jira Software, Jira Service Management (JSM), and Confluence administration, workflow automation, integration with IT systems, user training, documentation, and ongoing support.

Owner

Israeli Air Force

• Developing data-driven dashboards for high-level decision-making.
• Implementing Jira solutions for agile project management and operational
efficiency.
• Planned sprints, performed task estimations, and conducted training for technical and business teams.
• Managing a knowledge portal in SharePoint.

Agile coach / Jira & Confluence Admin

RDT Equipment & Systems ltd.

Atlassian System Management: Led the optimization of Jira and Confluence, adapting them to organizational needs.
Implemented CRM and workflow automation solutions to streamline operations.
Resolved CRM integration challenges and developed a methodology for product placement on the company website.

IT Business Solution Specialist

Danziger

Implemented Calendly for the sales division to streamline customer event scheduling, enhancing engagement and conversion rates.
Atlassian Integration: Implemented Confluence for improved knowledge management and streamlined internal processes.
Led training on Microsoft 365 products within the company, developed automation solutions.

SEISEI- Essentinal Creativity

I lead customer service and sales initiatives while overseeing the marketing of annual enrichment programs for schools, achieving a 20% list growth rate. Additionally, I manage and expand customer portfolios, and plan weekly activities in 450 accounts across the country.

Project Manager

Digital Project Manager & Agile Expert with a passion for building smart, scalable workflows. I specialize in Jira, monday.com, CRM systems, and automation tools like Make — helping teams work smarter, not harder.

With hands-on experience leading Scrum ceremonies, coaching new Scrum Masters, and embedding OKRs across matrix organizations, I turn complexity into clarity. I thrive on structure, impact, and tech-powered teamwork.

Custom Agile Coaching for Your Organization!

taplio

The Battle

Eden Adler

Yehonatan S.

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