Organizations I've worked and collaborated with:
Lesbian Health Initiative
Sample Project Portfolio
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Veteran Benefits Income Calculator
For BakerRipley Neighborhood Centers' Veteran Services, I developed an Excel-based automated tool to streamline and enhance the process of calculating financial benefits for veterans. This innovative system assesses user input to determine both eligibility for financial benefits and the extent of benefit entitlement.
The tool seamlessly incorporates factors such as family size, age, and poverty levels, ensuring accurate and customized results. Moreover, it's designed to detect input errors automatically, providing real-time flags and warnings to users for prompt correction.
What sets this tool apart is its self-contained nature; with a secure back-end password, the manager can effortlessly update regulations, income categories, poverty levels, and other variables without requiring any Excel or coding skills. This adaptability ensures ongoing relevance without the need for external coding expertise.
By creating this dynamic tool, I not only delivered a valuable solution that saved time, reduced errors, and increased productivity for BakerRipley but also implemented a cost-effective and self-sufficient system. The organization no longer needs to engage external resources for each modification. Years after its implementation, the tool remains in use, showcasing the enduring impact of adaptable, process-improving solutions.
Hiring me means investing in a professional who doesn't just process documents but architects systems that revolutionize your workflow, reducing the need for manual intervention and empowering your team with self-sufficiency.
As the Project Analyst for EasterSeals Veteran Services, I took a holistic approach to enhance operational efficiency. Beginning with a thorough evaluation of the existing workflow and departmental needs, I collaborated with multiple colleagues and vendors to identify opportunities for improvement.
I spearheaded the development of workflow flowcharts, a comprehensive project charter, and conducted a detailed evaluation, including Cost-Benefit Analysis (CBA). This process laid the foundation for a compelling proposal outlining the advantages of implementing SAAS CRM/Case Management software tailored to the organization's unique requirements.
My role extended to assessing new CRM software options and determining the feasibility of their seamless integration within the organization. Through strategic collaboration and meticulous analysis, I ensured that the proposed solution not only met immediate needs but also aligned with long-term goals.
The outcome was a well-informed decision-making framework and a robust proposal, setting the stage for the evaluation and implementation of an advanced CRM/Case Management system for EasterSeals Veteran Services.
EasterSeals
Project Management:
CRM Software Evaluation
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National Multiple Sclerosis Society - Program Outcome Measures Project Charter, Survey Study and Report
At the National Multiple Sclerosis Society, I spearheaded a transformative initiative to assess the impact of programs and services on 433 clients across 23 cities. Through this endeavor, I delivered valuable and measurable insights, shedding light on program effectiveness and facilitating targeted improvement measures.
To capture a comprehensive understanding, I developed a sophisticated survey tailored to measure the specific impact of programs and services. This survey, hosted on SurveyMonkey, enabled efficient and widespread data collection.
The accompanying portfolio showcases the full scope of the project, including the meticulously crafted survey, a detailed Project Charter outlining objectives and methodologies, a report of findings, and recommendations for process improvement.
This initiative underscores my commitment to driving meaningful outcomes through strategic assessment, data-driven insights, and actionable recommendations.
(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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Dashboard and Automated online Reporting
This portfolio showcases the impact of my tool creation expertise through two dynamic dashboards. The first, designed for the Lesbian Health Initiative (LHI) LGBTQ health fair, operates seamlessly in Google Sheets. The second, tailored for BakerRipley Neighborhood Centers' Hurricane Harvey disaster recovery services, was crafted in Google Data Studios.
The distinguishing feature of these dashboards lies in their ability to automatically update in real-time, transforming them into self-reporting tools with minimal intervention required.
For the LHI dashboard, I integrated a Google Sheets intake form, ensuring that client information is instantly retrieved as changes occur. The multiple interconnected sheets collaboratively provide instantaneous, up-to-date metrics, reducing reporting turnaround time from three weeks to immediate updates.
This automated reporting system not only introduced a valuable self-reporting tool but also significantly enhanced operational efficiency. By eliminating manual count entry, it reduced errors and provided valuable data for grant applications, marketing initiatives, and service improvement efforts.
These dashboards exemplify the essence of tool creation - moving beyond mere reporting of numbers to revolutionize organizational processes. The goal is not just to present data; it's to empower organizations, streamline their operations, and facilitate more efficient and effective business practices.
Excel-Based Comprehensive Report for Hurricane Harvey
Note: All private client info has either been removed, de-identified, or replaced with “Dummy” information for this portfolio to protect confidential information.
Hurricane Harvey was a category 4 hurricane that made landfall in August 2017 throughout Texas and Louisiana. It was recorded as the wettest tropical cyclone in U.S. history. The immense devastation caused by this hurricane, with 107 deaths, over $125 billion in damages, thousands of homes destroyed, and countless residents displaced, underscores the urgency and complexity of the recovery efforts.
This extensive project for BakerRipley Neighborhood Centers involved the creation of a robust Excel-based weekly reporting system to address the aftermath of Hurricane Harvey—the costliest hurricane on record in the U.S history.
Comprising 64 tabs, this comprehensive reporting system leverages an array of advanced Excel functionalities, including nested functions, conditional formatting, automated tables, Index(match), lookups, advanced pivot tables, and interactive tools.
The intricately designed system incorporates not only data analysis elements but also interactive dashboards, pie charts, graphs, and error correction processes. Although the complete file size is too large for direct upload, curated screenshot snippets provide a glimpse into the complexity and functionality of the system.
My Role: I took charge of developing a comprehensive reporting system from scratch, a task that evolved over time to meet the evolving needs of clients. Due to the system's complexity, a thorough explanation of each aspect would be extensive. In fact, a comprehensive review with our director took two full days. Nevertheless, this portfolio serves as a sample illustration of my ability to work autonomously in demanding circumstances, not just reporting but creating systems that accommodate the ever-changing needs of multiple agencies, funders, and grants.
Technical Proficiency: The reporting system demonstrates my ability to work with and create various formulas, pull information across tabs (e.g., IndexMatch), create graphic displays, dashboards (pivot tables, pie charts, bar graphs), and interactive tools. The system extracted data from multiple databases, including proprietary and commercial systems like Excel, Smartsheet, Google Sheets, Apricot, CaseWorthy, etc. Working across agencies like Red Cross, City of Houston, United Way, and others, I reconciled inconsistent data and created mechanisms to identify missing clients due to system errors, ensuring accurate counts. By harnessing the power of Excel's capabilities, this reporting system delivers a dynamic and interactive platform for understanding and interpreting the extensive data related to Hurricane Harvey. The use of advanced features ensures accuracy, efficiency, and actionable insights for BakerRipley Neighborhood Centers in their ongoing efforts to navigate the recovery process effectively.
Impact and Challenges: The financial reports, auto-calculated for home repairs and services rendered, exemplify the magnitude of what was created. The pressure under which I worked can never be understated, but neither can the lives lost, homes displaced, and financial costs incurred. Each case represents not just the work I put in but a family whose life has forever been changed by one of the largest hurricane disasters in U.S. history.
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National Multiple Sclerosis Society University of Texas Science Center - Event Planning and Community Outreach
The University of Texas UT Health Science Center of Houston hosted a Neuroscience Research Center forum focused on concussions, and I had the honor of representing the National Multiple Sclerosis Society at this significant event.
Being part of this event provided a wonderful opportunity to engage with a diverse audience as I curated informative materials and engaged with attendees, including those living with MS, their loved ones, professors, physicians, journalists, and members of the community.
As the sole representative of the National MS Society at the conference, thorough preparation was paramount. This outreach effort was designed not only to increase awareness about MS but also to facilitate an exchange of information. My goal was to ensure that I could articulate the nuances of MS, elaborate on the organization's services, and share updates on ongoing projects effectively.
Participation in this event was not only a chance to increase public presence and raise awareness about Multiple Sclerosis and the resources offered by the MS Society but also an avenue to bring back valuable insights about concussions to our organization and community.
This exchange of information is integral to the process of growth and improvement. It is through such interactions that research evolves. Recognizing a potential link between concussions and MS, my hope is to leverage this insight to educate those who may not be fully aware of the inherent risks faced by people with MS concerning concussions.
Data Integrity Presentation
Among the various presentations and instructional materials I've developed, the Data Integrity presentation stands out as particularly valuable. This course is tailored for users outside the field of data analytics, addressing a common challenge faced by many organizations: Data integrity issues arising from unintentional misentries.
In many cases, well-meaning staff inadvertently enter data incorrectly, leading to significant costs in terms of time, money, resources, and service disruptions. It's essential to recognize that these errors are not the result of negligence but stem from a fundamental lack of understanding of how computers and databases interpret data.
To tackle this challenge, I developed a comprehensive training system designed to:
Cultivate a Computer's Perspective: The training encourages participants to think like a computer, providing insights into how these systems process and interpret data.
Roles Clarification: Understanding the distinct roles that key staff members play in the data entry process is crucial. This clarity helps prevent errors and ensures a smoother workflow.
Bridging the Gap: The ultimate goal is to bridge the gap between human interpretation and computer processing, eliminating errors and enhancing data integrity.
The presentation consists of over 150 slides, and these are just a few snippets that offer a glimpse into the comprehensive content. By addressing the root causes of data integrity issues, this training equips participants with the knowledge and skills needed to contribute to error-free data entry, saving resources and optimizing organizational efficiency.
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Project Management - Department Transition Project
As the leader of the transition project for the BakerRipley Neighborhood Centers Program Planning and Evaluation Department, I played a pivotal role in orchestrating a seamless shift to a new data storage system and the reorganization of data files. This comprehensive project involved formulating a detailed plan, designing efficient workflows, and implementing processes to ensure the department's smooth transition.
Key aspects of the project included:
Strategic Planning: I developed a strategic plan outlining the roadmap for the department's transition, addressing not only the technical aspects but also the overall impact on daily operations.
Collaboration and Coordination: Coordination with IT, the Compliance department, and the Program Planning department was paramount to the project's success. Ensuring a cohesive transition required effective collaboration among these key stakeholders.
Challenging File Transfer: The transfer of critical data to a new share drive presented unique challenges. Beyond the mere transfer, the project involved a complete restructuring of file hierarchy and the implementation of a new method for handling files.
Documentation and Policy Development: To underpin the transition, I meticulously drafted new documentation outlining the policies and workflows for our department. Emphasizing data privacy, secure file sharing, and delegated responsibility, this documentation served as a foundational guide for the transition.
The success of the transition and the innovative approach to documentation caught the attention of the Compliance department. Recognizing its effectiveness, they decided to implement the new process organization-wide. This project not only facilitated a smooth transition for the Program Planning and Evaluation Department but also contributed to enhancing organizational efficiency and data management practices.
