Data modelingData qualityOperations analyticsBusiness intelligenceProcess automation
Selected work / 01
Business questions. Data solutions.
Examples from my portfolio, spanning inventory management, enrollment operations, and leadership reporting.
01 / DATA MODELING
A shared model for inventory reporting
Helped create a Microsoft Visio data model connecting CRM data objects for inventory tracking across sales, broker, and implementation teams.
Microsoft Visio · CRM · Inventory managementExplore the project
Business need: Bring inventory work across several business units into a connected reporting structure.
My contribution: Helped map relationships between customer relationship management data objects.
Result: A data model supporting centralized inventory reporting across business units.
02 / DATA QUALITY
Making inventory accuracy visible
Created a dashboard for managers and team leads to monitor the accuracy of inventory dates and statuses.
Data validation · Management reportingExplore the project
Business need: Give leaders a way to identify inaccurate inventory information.
My contribution: Built reporting focused on date and status accuracy.
Result: Managers and team leads could review their teams’ inventory data quality through a dedicated dashboard.
03 / OPERATIONS ANALYTICS
Understanding enrollment processing
Built a dashboard comparing year-over-year electronic enrollment volumes and average processing time, with and without carveout.
Year-over-year analysis · Process performanceExplore the project
Business need: Understand how enrollment volume and processing time changed over time.
My contribution: Created a dashboard that let managers compare volume and average processing time across enrollment types.
Observed finding: After automation of some enrollment elements in 2020, average processing time decreased substantially while volumes increased. The portfolio does not specify a percentage change.
04 / SALESFORCE REPORTING
Tracking the implementation journey
Developed dashboard reporting using a Salesforce data model to track opportunity submissions, paperwork completeness, and implementation stages.
Salesforce · Workflow visibilityExplore the project
Business need: Help account managers identify cases requiring action before and after an opportunity closed.
My contribution: Connected opportunity and implementation information in an end-to-end reporting view.
Result: Account managers could identify outstanding work and find a contact for implementation questions.
05 / PERFORMANCE REPORTING
Scorecards for different levels of leadership
Created Power BI scorecards for managers and senior management, alongside an Excel scorecard using VBA.
Power BI · Excel · VBAExplore the project
The portfolio includes examples of manager-level and senior-management scorecards in Power BI, plus a VBA-based scorecard in Excel. These examples demonstrate reporting tailored to different leadership audiences.
06 / AUDIT & ANALYSIS
Tools for everyday operational review
Portfolio examples include Microsoft Access audit forms, analytical reports in Excel, and visualizations for inventory, financial, and audit reporting.
Microsoft Access · Excel · Power BIExplore the project
These work samples show the range of tools I use to support operational analysis, structured audit review, and reporting across different data sources.
Project summaries adapted from my professional portfolio. Sensitive information in the original work samples is blurred or distorted. Additional examples are available on request.
How I work / 02
A business-first approach to analytics.
01
Understand
Start with subject matter experts to clarify the need and assess a viable solution.
02
Model
Connect data objects and shape the information to support efficient reporting.
03
Validate
Test the solution with developers and confirm data accuracy with end users before publishing.
04
Communicate
Present the information through dashboards, scorecards, and reports suited to the audience.
About me / 03
Business context. Technical range.
I’m a business and operations data professional with ten years of experience across point-of-sale retail, communications technology, and health insurance.
My work spans the analytics process, from understanding a business request and modeling the data to validating results and building reporting that people can use.
Tools & capabilities
SQLDAXPower BITableauExcel & VBAPower AutomateMicrosoft AccessMicrosoft VisioSalesforce dataRobotic process automation
Master’s in Business Administration
Doctorate of Education Organizational Leadership
Let’s connect / 04
Have a data challenge or opportunity in mind?
Get in touch to discuss my experience or request additional work samples.