THE SUCCESS STORIES

HR

3+ Years

 

Highlight:  Pioneered a Workforce Analytics program, leading a small team to plan and deliver an Enterprise solution.

 

Created a coalition with leaders from each of the HR pillars and business lines to define the pain points, use cases, and critical metrics required to drive actionable insights. 

 

Established a series of data pipelines, data structure, and a series of metrics through the vendor management.  Evenutally was able to build out a self-service multi-functional series of Storyboards to automate reporting processes.

 

Value Provided:  Less labor through repeatability, data consistency, improved timeliness on actional insights.

 

Finance

7+ Years

 

Highlight:  Influenced leadership to adopt a new budgeting methodology, using data and patterns to support the concept.  Created the model and as a result, the accuracy improved by 10%.

 

The MCO, CFO, and business managers utilized the model to help "steer" business activities at the year's end, important for a privately held partnership to make the mark.

Marketing / Sales

5+ Years

 

Highlight:  Created a highly valued Marketing Intelligence System by using Alteryx to make connections to Salesforce / Marketo, Client profiles, and Billing Information to create a robust data source.

 

The outputs served well to create actionable insights for the purposes of both operational efficiency and new revenue opportunities.

 

CPA person builds generated ~$3M in new recurring revenues for the company.

Service

5+ Years

 

Highlight:  Created a Cost to Serve program and model, sourced by the service and product leadership, that drove strategic planning for a $4B business.

 

The model's outputs and additional analysis led to the elimination of 100K / ~$4M worth of person-hours executed through a partnership with our RPA team; 700K clients / 12M mo. transaction Omnichannel service strategy.

PD IT

3+ Years

 

Highlight:  Critical to any SaaS product is having a lens into user behavior, to better understand the utilization, the client journey and experience, and what features are working vs. needing an enhancement.

 

The Cost to Serve model provided additional metrics for the PD IT to establish a baseline, set and monitor against new goals for improvement.

 

Ie)  Reducing calls per client, adjusting pricing where necessary, reducing the clicks to complete action, addressing NPS scores through NLP, and timely alert and actioning on the issues discovered.

Technical Skills

15+ Years

 

Alteryx

Tableau / Power BI

MS SQL

R / Python

Excel / Access

 

Salesforce / Siebel / Cognos

Marketo / GA

Workday / Elite / Aderant

Oracle / Hyperion / Essbase

Sharepoint / PowerPoint

CMS / HTML / CSS / Javascript

 

In-Training:  Canva / Flowcode / Flutter