About

Sahana helps businesses in British Columbia, Alberta, Saskatchewan, and Manitoba stop running on manual work and start running on systems that scale. With 15+ years of experience applying AI and automation to real operational challenges, she works with SMB and mid-market leaders who know they’re leaving efficiency on the table but aren’t sure where to start.

Her background spans both sides of the table: strategic advisory and hands-on delivery. Before stepping into her Managing Partner role, Sahana served as Head of Service Delivery for North America at Valenta, overseeing Wealth Management, Healthcare, RPA, and AI practices. That inside view of delivery gave her an honest perspective on where automation projects succeed and where they stall, usually not because of the technology, but because of unclear priorities and poor change management.

Sahana’s approach is direct: map the work that’s eating your team’s time, identify the highest-leverage automation opportunities, and implement solutions that actually get adopted. No lengthy discovery engagements that delay results. No technology-first recommendations that ignore the people doing the work. Just focused execution backed by Valenta’s global delivery infrastructure. She helps businesses reduce manual processing time, improve reporting accuracy, and free their teams to focus on revenue-generating work.

Her work spans financial services, wealth management, healthcare administration, and operations-heavy organizations, industries where process inefficiency compounds quickly and the ROI of automation is measurable within weeks, not quarters.

Sahana holds a Bachelor of Business Administration from Jain Deemed University.

Based in Vancouver, she spends her time outside of work keeping up with her toddler daughter, hiking trails across BC, and cooking. Anyone who has tried to keep a young child active, engaged, and screen-free knows something about creative problem-solving under pressure, which turns out to be useful in client work too.

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Sahana Patil

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