Organizations I've Worked With
Lesbian Health Initiative
Sample Project Portfolio
Scroll down page to view through entire portfolio of projects or click individual buttons below to skip to specific projects of interest.
🟨 BakerRipley Neighborhood Centers – Veteran Benefits Calculator
Service Area: Workflow Automation & Excel Tools
Challenge:
Veteran Services staff needed a way to calculate financial benefits efficiently. Manual methods were time-consuming, error-prone, and not easily updatable.
Solution:
Built a self-contained Excel tool that:
Calculates benefit eligibility based on user inputs (family size, age, income, poverty level)
Flags errors in real time for immediate correction
Allows non-technical managers to update regulations, categories, and thresholds via a secure backend—no Excel skills required
Result:
✅ Reduced processing time
✅ Increased accuracy and productivity
✅ Eliminated need for external tech support
✅ Still in use years later—proof of its adaptability and long-term value
“This wasn’t just a spreadsheet—it was a full operational tool that made their process faster, smarter, and self-sustaining.”
🟦 EasterSeals – Project Management CRM Strategy & Workflow Evaluation
Service Area: Operations Strategy & Systems Planning
Challenge:
EasterSeals Veteran Services lacked an efficient CRM/case management system. Their workflow was fragmented, and leadership needed clarity on whether to adopt a new SAAS platform.
Solution:
Led a full operational assessment, including:
Cross-functional collaboration with colleagues and vendors
Development of workflow flowcharts and a project charter
Cost-Benefit Analysis (CBA) to evaluate implementation ROI
CRM software research and integration feasibility review
Result:
✅ Delivered a structured, data-backed proposal for CRM implementation
✅ Created a decision-making framework aligned with long-term operational goals
✅ Enabled the organization to confidently move forward with software evaluation and planning
“This wasn’t just about recommending software—it was about creating clarity, alignment, and a roadmap for smarter operations.”
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National MS Society – Program Impact Assessment
Service Area: Survey Design, Impact Evaluation & Reporting
Challenge:
Leadership needed measurable insights on how programs were affecting clients across 23 cities—but had no framework in place to assess effectiveness.
Solution:
Designed a targeted, custom SurveyMonkey assessment for 433 clients
Created a detailed Project Charter outlining scope, methodology, and objectives
Collected and analyzed data to evaluate service impact
Delivered a full findings report and recommendations for process improvement
Result:
✅ Provided a clear, data-backed view of program effectiveness
✅ Equipped leadership with actionable insights
✅ Created a repeatable framework for future impact assessments
“This project turned anecdotal feedback into structured, strategic data that could actually guide improvement.”
(Note that the report within the portfolio is abridged for sample purposes, with certain details redacted to prioritize client privacy.)
Survey
Project Charter and Outcome Report
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🟥 LHI & BakerRipley – Self-Updating Dashboards
Service Area: Dashboard Development & Reporting Automation
Challenge:
Manual data tracking was time-consuming, error-prone, and too slow to support timely decision-making for two high-impact programs:
LHI’s LGBTQ Health Fair
BakerRipley’s Hurricane Harvey Recovery Services
Solution:
Built two dynamic dashboards:
LHI: Google Sheets + intake form integration for instant client data updates
BakerRipley: Google Data Studio dashboard for disaster recovery tracking
Designed both to auto-update in real-time—no manual input required
Created interconnected sheets to instantly calculate metrics and provide self-service reporting
Result:
✅ Reduced reporting lag from 3 weeks to instant access
✅ Minimized data entry errors
✅ Gave leadership powerful tools for grant reporting, marketing, and service planning
✅ Created repeatable systems that still run with minimal upkeep
“These weren’t just dashboards—they were operational upgrades disguised as reports.”
🟥 BakerRipley – Hurricane Harvey Recovery Reporting System
Service Area: Advanced Reporting Systems & Disaster Response
Challenge:
Following Hurricane Harvey—wettest and 2nd costliest storm in U.S. history—BakerRipley needed a comprehensive, accurate reporting system to manage services, track recovery progress, and satisfy multi-agency funder requirements.
Solution:
Built a 64-tab Excel-based reporting system from scratch that:
Aggregated data from multiple platforms (Excel, Smartsheet, Google Sheets, Apricot, CaseWorthy)
Used advanced Excel functions: INDEX/MATCH, lookups, conditional formatting, pivot tables, dashboards, and interactive tools
Included financial reports, graphical displays, data reconciliation systems, and automated error correction
My Role:
Spearheaded system design and development under high-pressure conditions with full ownership. Translated changing funder and grant requirements into flexible tools. Collaborated across agencies like Red Cross, United Way, and City of Houston to resolve data gaps and ensure accuracy.
Result:
✅ Delivered a powerful platform that supported weekly reporting
✅ Reduced manual tracking errors and improved inter-agency data alignment
✅ Enabled BakerRipley to scale services and reporting in real time
✅ Became the backbone of the organization’s Harvey-related tracking and reporting workflows
✅ Designed to support long-term reporting needs across multiple grants and partners
“This wasn’t just an Excel file—it was the operational backbone of a multi-agency recovery effort.”
Note: All client information shown in the portfolio has been redacted or replaced with dummy data to ensure confidentiality.
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🟪 National MS Society – Community Outreach at UTHealth Neuroscience Forum
Service Area: Public Engagement & Strategic Outreach
Challenge:
Represent the National Multiple Sclerosis Society at a major Neuroscience Research Forum hosted by UTHealth, with a focus on concussions and neurodegenerative conditions.
Solution:
Served as the sole MS Society representative at the event
Prepared materials to educate attendees—including patients, caregivers, physicians, professors, and journalists
Provided real-time insights and updates on MS-related services and projects
Facilitated dialogue on the potential connection between concussions and MS
Result:
✅ Elevated public awareness of MS and related risks
✅ Built relationships with the medical and academic community
✅ Brought back research insights to inform future outreach and education efforts
“This wasn’t just a table at a conference—it was an opportunity to advocate, inform, and bring MS into a broader neuroscience conversation.”
🟫 Data Integrity Training – Closing the Human–Computer Gap
Service Area: Training & Data Quality Improvement
Challenge:
Many data entry issues in organizations stem from a disconnect between how humans think and how computers process information. These errors—though unintentional—create costly consequences across operations, reporting, and compliance.
Solution:
Developed and delivered a training presentation (150+ slides) specifically for non-data professionals, designed to:
Teach participants to "think like a computer"
Clarify staff roles in the data flow process
Bridge the gap between human input and database logic
Prevent unintentional misentries through context-based understanding
Result:
✅ Empowered front-line and admin staff with data literacy
✅ Reduced error rates and improved overall data integrity
✅ Saved organizations time and resources by addressing root causes instead of symptoms
“Data entry errors aren’t carelessness—they’re teachable moments. This training turned confusion into clarity.”
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🟧 BakerRipley – Department-Wide Data Transition & File Restructure
Service Area: Change Management & Data Governance
Challenge:
The Program Planning and Evaluation Department needed to transition to a new data storage system while restructuring years of disorganized files—without disrupting daily operations.
Solution:
Led the transition project from end to end:
Created a detailed strategic plan covering technical and operational impact
Coordinated with IT, Compliance, and Program Planning departments to ensure alignment
Designed a new file hierarchy and implemented secure file sharing processes
Authored clear documentation outlining workflows, privacy guidelines, and delegated responsibilities
Result:
✅ Seamless transition to a modern file system
✅ Improved organization-wide data management
✅ Compliance department adopted the process as a model for other departments
✅ Boosted long-term efficiency and data governance practices
“This wasn’t just a file migration—it was a reengineering of how teams manage and protect their data.”
