Sandra Y. Bryant

CallTracking Automation

Company: Auto Trader.com

Situation: Required one individual to create 300 to 1000 call tracking records each day which took an individual 2 to 3 days to complete, a manual process.
Task: Identify the gaps in the current process. Write an RFP with score cards to send to each selected vendor. Set up meetings to interview each vendor for service. Write the requirements for the automation process.
Action: Written a 40 page RFP and sent the document to the chosen 12 vendors. When the RFP document was returned, I was responsible for reviewing and eliminating those that did not meet our main requirements. I scheduled the meetings with each vendor when we narrowed down the choices to 5. I was responsible for analyzing the score cards narrowing down even further to the last 3. I then scheduled the meetings with the last 3 for final decision.
Result: We were able to select a vendor within 3 weeks from the date of discovery that we needed to move our numbers. And we were able to implement the project within 60 days meeting our 90 day deadline. And the customer downtime was minimal due to the efficiency of our process.

Converted a manual process using a 3rd party integration that decreased the creation time by 75%. Managed the relationship with the vendor when it came to billing and troubleshooting.

Display Vehicle Payment Calculator

Company: Auto Trader.com

Situation: Customers were asking to display payment amounts by credit score and down payment calculator. APG (Automotive Pricing Guide), to pull in the make model, year, VIN and APG price from the DMS.
Task: Work with the development team and vendor to identify the requirements. Schedule meetings with the vendor and teams. Train sales staff and customers on the product once delivered. Tier 2 support when customer support cannot resolve customer issues.
Action: Created user facing and sales training documentation. Conducted weekly webinars for the sales team. Worked directly with the 3rd party vendor to onboard the new customers. Supported the users when there were issues that required resolving.
Result: The pilot/POC for the first 90 days went well and I obtained feedback from the customer about the systems performance and process.

Trained over 50 sales persons and over 300 customers on new 3rd party integration. Onboarding over 300 customers once the POC was finalized and implemented.

Renewal Process with Open Invoice

Company: MemberSuite, Inc

Situation: Customer requested to add a feature to their portal where if there is a member with an Open invoice they will have to pay the invoice first before renewing their membership.
Task: 1. Identify what the customer portal current state. 2. Interview the customer to gather requirements for the new process. 3. Build out the process map and training documents. 4. Create customer fields for development team to use to create customization.
Action: In the SAAS system I created the customer fields for the requirements. I walked the development team through the requirements. Tested and demo'd the customer feature after completed. Created customer training documentation.
Result: We were able to complete the 2-week sprint using 1 resource. The customer was satisfied that they were able to renew their membership by paying the invoice. Created customer facing reports upon customer's request. Collaborated with the customer to customize their portal for their users.

Created customer fields and reports upon customer's request. Collaborated with the customer to customize their portal for their users.

Created Membership Process

Company: MemberSuite, Inc

Situation: New customer required for their members to join their organization, pay fees and identify themselves by hatchery.
Task: 1. Gather requirements for the customer's request. 2. Create custom fields for the developer to build the feature. 3. Import all existing members to the system once completed. 4. Test and train the customer on the new features.
Action: 1. Configured the system with new custom fields. 2. Designed the pages using process workflows. 3. Trained customer on how to use their new customized portal. 4. Created training documentation for the customization.
Result: The customer received their customizations and we were able to onboard and train 200+ hatchery and their partners. Configured over 100 custom fields for API integration. Imported over 200 customers on behalf of the customer.

Configured over 100 custom fields for API integration. Imported over 200 customers on behalf of the customer.

Payment Processor Integration

Company: MemberSuite, Inc

Situation: Customers were using multiple payment processors within the system. The business decided to partner with a payment processor to provide that service to the customers and at the same time build revenue.
Task: 1. Identify the requirements on how to onboard the customer. 2. Identify the requirements for the API integration. 3. Schedule the meeting between internal and external development teams. 4. Onboard all 300 customers with rate negotiation and paperwork.
Action: 1. Negotiate the rates that the customer agreed to paid for processing. 2. Onboard all 300 existing customers and any new customers. 3. Worked with 3rd party vendor to troubleshoot issues. 4. Created onboarding documentation and managed vendor relationship.
Result: After onboarding all 300 customers, increased business revenue by 3.5 million dollars due to the partnership with RevShield.

Onboarded over 300 existing customers and all new customers with rate negotiation. Increased business revenue in the first 3 months to 3.5 million dollars a month.

System Regression Test

Company: The Stonehill Group

Situation: Create test cases and test plans to regression test the system from end to end so that when new features or system updates happen we can repair or resolve any issues.
Task: 1. Identified current state. 2. Document new features and processes. 3. Run through end to end testing in UAT environment to validate changes. 4. Create test script to run automatically every other day to verify system functionality.
Action: 1. Created Visio map of internal and external processes initially for entire system. 2. Documented all new features, business processes and rules that users were to be trained on. 3. Used 3rd party vendor such as QTest to create and run test automation on selected features. 4. Validated tests were successful and no duplications were corrected during the test.
Result: We minimized the system issues for internal users. We identified the security gaps that required repair. We were able to innovate and improve the user experience and business processes. Identified over 20 errors of penetration that required security for PII and firewall integration. Created current state and future state documentation with UML diagrams for process improvement management.

Identified over 20 errors of penetration that required security for PII and firewall integration. Created current state and future state documentation with UML diagrams for process improvement management.

Test FTP Process

Company: The Stonehill Group

Situation: The imports required scrubbing, then linked to active profields, when there were orphans that were not uploaded correct, we needed to repair the orphan file in the backend and reimport so that it can be reviewed.
Task: 1. Identify the gaps in the FTP process. 2. Research the orphan folder. 3. Correct the orphan folder. 4. Train the customer on importing file.
Action: 1. Used the SQL server and system. 2. Folders to identify the import error to correct the error on the back-end. 3. Tested the import, scan/scrub function, and verified the field mapping. 4. Trained customers and internal teams on how the process can be troubleshooted before escalating.
Result: We had less orphan files, better process, and the internal team could repair the file if the issue arised again.

Minimizing downtime to 75% by repairing the FTP import functionality to identify and categorize orphan files that need attention. Created a product support document to provide the internal and external users direction on how to repair these issues when arise.

Built FTP User Interface

Company: The Stonehill Group

Situation: The FTP Upload site was not branded to display the logos, images, or identifiable to the business.
Task: 1. Build a landing page. 2. Integrate FTP site with landing page. 3. Test the page functionality. 4. Update site menus to display page.
Action: 1. Used front-end development such as HTML, CSS, and JavaScript to build a landing page. 2. The landing page looked and felt exactly like the companies website. 3. Worked with the development team to attach the page to the menu for FTP imports. 4. Tested the page, corrected functionality and trained customer on how to use the page.
Result: The FTP landing page was user friendly and the user experience was better with the companies seamless branding and information to move between screens was easier.

Created an esthetically pleasing landing page using Front-End development or code (HTML, CSS, and JavaScript). Connected the FTP functionality to the landing page along with adding the page to the site menu.

Contract Creator

Company: Firstkey Homes

Situation: When a new tenant completes a contract, the business needed a process to manage approval, down payment, and documentation.
Task: 1. Gather requirements for the contract process. 2. Identify what the system can do and what it can do outside of the system. 3. Write requirements user stories and test scripts. 4. Configure the environment for development.
Action: 1. Facilitated requirements gathering with stakeholders, end users, and development teams. 2. Created current state and future state functionality maps for system to system integration with click dimensions. 3. Wrote all user stories, acceptance criteria, and test scenarios for the integration. 4. Configured Salesforce screens, Microsoft dynamics data mapping for integration project.
Result: We were able to intake all tenant requests from the website into Microsoft Dynamics, limiting the time it took for a tenant to move into the selected home and improved the tenant experience for the same house.

Created current and future state of processes for tenant acquisition and approval. Written user stories, test cases, and technical documentation related to Yardi integration.

Application for Acquisition

Company: Firstkey Homes

Situation: When a new property has been identified for purchase, then the property agents will first require to complete the request for purchase, obtain deposit, and payment calculation before sending to compliance.
Task: 1. Gather the information for the application. 2. Identify gaps in integrated system. 3. Write requirements user stories and test scripts. 4. Configure the environment for development.
Action: 1. Facilitated meetings with the application and development teams. 2. Identified the gaps between both systems. 3. Created user stories, acceptance criteria, and test scenarios for the integration. 4. Configured Salesforce screens, Microsoft Dynamics data mapping for integration project.
Result: We had 30 days to complete this project. The vendor was uncooperative at first, however with coaching between development teams we were able to decrease the house acquisition time.

Identified the application fields, validated integration with Salesforce. Acting as liaison and point of contact between development teams to maintain cohesiveness. Decreased the sales acquisition time.

Move-in/Move-Out Survey

Company: Firstkey Homes

Situation: When a tenant is approved and has a Move-in date then send a move-in survey 10 days after move-in date. When a tenant has a Yardi move-out date, then send the move-out survey 10 days after the move-out date.
Task: 1. Conducted meetings between Birdeye, Yardi and Marketing team. 2. Analyzed the process requirements to build a solution to market to the customers. 3. Set 10 day system events so that when Yardi moveout/in event occurs the tenant receives a survey. 4. Trained marketing team on building surveys and sending them to the customer.
Action: I analyzed the survey process and environment, configured the API and fields, tested the feature, then delivered the solution. I trained the users and created reporting dashboard to display survey results.
Result: Analyzed the survey process in BirdEye and configured the environment to connect to Yardi. Tested and delivered the solution to the marketing team with training documentation. Decreased tenant onboarding time by 80% and tenant duplication.

Analyzed the survey process in BirdEye and configured the environment to connect to Yardi. Tested and delivered the solution to the marketing team with training documentation.

Utility Turn-on/off

Company: Firstkey Homes

Situation: When a tenant moved in/out of a new home is purchased there is a set time that we had to turn on or off the utilities before the city fined us for no utilities. We needed a way to capture that in the system so that the Utilities team could manage their processes and update the system records.
Task: 1. Gather requirements from the department stakeholders and managers. 2. Create the solution using Salesforce as the user's tool and Yardi as the trigger. 3. Identify what fields we should use or can import into the environment. 4. Document the process with user stories, acceptance criteria and training documentation.
Action: 1. Facilitated several meetings with the utilities team. 2. Analyzed the current process documenting the gaps between the process and the system. 3. Collaborated with development teams from Salesforce and Yardi to identify the solution. 4. Created user stories, acceptance criteria and test case scenarios.
Result: I was able to obtain the solution from the developers, architect the screens and work with the development team to build the solution within the project window of 4 weeks. I trained the end users and created documentation and diagrams on the system integration with triggers and future enhancements.

Analyzed the current utility move-in/out process with the department manager and team. Collaborated with the development teams of both Salesforce and Yardi to facilitate the API Integration.

Credit Suisse Integration

Company: Firstkey Homes

Situation: We acquisition 100's of homes on a daily basis that required funding and inspection. As a company we handled this process manually and on spreadsheets, we needed the ability to capture the data and communication, setup an automated process so that the system would handle renewing the funding every 90, 180, and 365 days of the year.
Task: 1. Gather requirements for Credit Suisse integration. 2. Identify funding management current processes with inspection process integration. 3. Map the ordering and scheduling process for reordering BPO companies.
Action: 1. Facilitated meetings with finance and account departments. 2. Analyzed the current processes and tools gathering requirements. 3. Created a diagram mapping the functionality and processes. 4. Wrote user stories, acceptance criteria and procedure requests for the implementation.
Result: We integrated Credit Suisse, Great Lakes and multiple financial institutions as BPO, so that inspections, credit analysis and property certifications can meet 90 day renewal process.

Analyzed the BPO current processes and requirements with the stakeholders. Collaborated with the development teams from the financial vendors and system infrastructure teams. Identified system events required to occur in order to send orders to outside sources. Managed the governance and protection of PII data when transmitted through API protocols.

Zoho Configuration

Company: Firstkey Homes

Situation: The legal and HR teams needed a CRM or CMS system to manage intake of customer requests and customer representative tasks and projects that required managing process and structure.
Task: 1. Gather requirements from department stakeholders. 2. Identify each team's responsibility for the process. 3. Map the process in a diagram. 4. Build the environment, test and train the users. 5. Iterate the environment through meetings with users.
Action: 1. Learned how to code in Deluge for Zoho. 2. Facilitated meetings with the cross functional departments to gather requirements. 3. Configured fields, workflows and business rules in Zoho with Deluge's coding. 4. Created training material, facilitated demos, and worked on several iterations.
Result: I was able to deliver the solution within 3 two-week sprints, with training material. As the users worked in the environment I created a dashboard and reporting to display their work processes and how the system was working for them. Created sandbox environment for Zoho CRM. Managed 30+ user permissions and workflows. Architected for the business rules, workflows, and Active Directory integration. Delivered solution to the end users within the project timeline of 6 weeks.

Created sandbox environment for Zoho CRM. Managed 30+ user permissions and workflows. Architected for the business rules, workflows, and Active Directory integration. Delivered solution to the end users within the project timeline of 6 weeks.

Change Management

Company: Firstkey Homes

Situation: Facilitated weekly change management meetings to identify cross departmental gaps and processes that could be automated or to resolve bottlenecks and missed opportunities.
Task: 1. Facilitated meetings with C-suite and Departmental managers. 2. Identified rules and processes that were causing issues for users and customers. 3. Create system solutions to standardize processes across departments. 4. Create Use Cases and process maps to document current state and future state.
Action: 1. Gathered requirements from each department and project community. 2. Documented processes, business rules, procedures and policies to provide end users a clear view of the front-end process vs back-end system process. 3. Managed the risks and dependencies using JIRA and Confluence to document department processes, and identified business processes vs user procedures to minimize customer complaints. 4. I was also able to help create the new business rules, procedures and policies for the functional level environments working with departmental managers.
Result: I was able to capture the business process standard managing system processes.

I was able to capture the business process standard managing system processes.

Improve Sales Funnel

Company: Protective Life Corporation

Situation: The sales team needed a tool where they can manage a customer before converting the prospect to a customer in CRM. This required an integration with a software called Outreach.io.
Task: 1. Identify what the third party process looked like. 2. Identify what the business wants. 3. Gather the requirements and processes. 4. Facilitated meetings with the vendor and development team.
Action: 1. Configuring the Outreach Dev and Sandbox environments. 2. Contacted Infrastructure team to lower the firewall/and whitelist IP addresses for Outlook and Dynamics. 3. Worked directly with the vendor to map the current fields and created new customer fields to map to the environments. 4. Telecom integration required for the communications team to work with me and the vendor to complete the task. 5. Tested the integration from Outreach sandbox to the Microsoft Dynamics sandbox. 6. Verified and validated that the two way integration was updating. 7. Created training documentation, trained the sales team on the use of the vendor site and released the product with development team.
Result: As the Sr BA I worked directly with the vendor, created the customer fields, mapped the fields to the main CRM and completed the integration within the 3 week time frame as requested.

Configured both Sandbox and Dev environments in the 3rd party vendor environment connecting the API between both environments. Added over 30 fields, customer and out of the box in the 3rd party vendor environment while working with the vendor to complete the integration. Tested the changes and documented the integration with training material for the sales and development teams.

Change Terms and Agreements Page

Company: Brook Source-SafeGuard Products International

Situation: The company needed to update customer terms and agreement pages within its Customer Portal, ensuring clarity, compliance, and improved user experience.
Task: My role was to lead the integration of updated terms and agreements into the Microsoft Dynamics platform while maintaining seamless portal navigation for customers.
Action: Analyzed existing terms and agreement structures to identify gaps and inconsistencies. Collaborated with legal and compliance teams to ensure updated policies aligned with industry regulations. Configured Microsoft Dynamics to efficiently process customer acknowledgment of updated agreements. Implemented UX enhancements, reducing customer confusion and support inquiries related to terms acceptance.
Result: Improved customer agreement transparency, leading to a 25% decrease in customer inquiries regarding policy changes. Streamlined the update process, reducing manual intervention and compliance risks.

Improved customer agreement transparency, leading to a 25% decrease in customer inquiries regarding policy changes. Streamlined the update process, reducing manual intervention and compliance risks.

New Maintenance for EV

Company: SafeGuard Products International

Situation: With the expansion into EV market, SafeGuard required contract development in Microsoft Dynamics to support new regulations.
Task: My objective was to create a structured framework for EV maintenance contracts, ensuring scalability, compliance, and seamless customer transactions.
Action: Designed dynamic contract templates to cover various EV maintenance tiers. Integrated Microsoft Dynamics for automated contract generation, approvals, and archiving. Worked with finance and operations to define pricing structures and service-level agreements.
Result: Enhanced contract automation, reducing turnaround time by 40%. Enabled smooth onboarding of new EV customers, driving customer adoption. Improved efficiency in customer interactions by providing mobile access to account details.

Enhanced contract automation, reducing turnaround time by 40%. Enabled smooth onboarding of new EV customers, driving customer adoption. Improved efficiency in customer interactions by providing mobile access to account details.

Mobile Application Integration

Company: SafeGuard Products International

Situation: SafeGuard needed to integrate a new mobile application into its existing Microsoft Dynamics ecosystem, ensuring seamless workflows.
Task: My role was to align mobile app functionality with core business processes, optimizing system processes for seamless communication between the app and backend operations.
Action: Defined integration requirements between the mobile app and core business processes. Configured automated system workflows, ensuring real-time data updates between the app and backend operations. Worked with developers to ensure secure API connections between Microsoft Dynamics and the mobile application.
Result: Enhanced app usability and backend synchronization, leading to faster customer service resolutions.

Enhanced app usability and backend synchronization, leading to faster customer service resolutions.

Language and Currency Conversion

Company: Diversant LLC RUSH

Situation: The company required a multi-language and multi-currency processing system to support acquisition integration within Microsoft Dynamics.
Task: I was responsible for developing automated workflows to enable currency conversions and localized language support across platforms.
Action: Designed currency conversion logic within Microsoft Dynamics to support global acquisitions. Implemented multi-language frameworks, ensuring correct translations for financial reporting and customer communication.
Result: Successfully facilitated international expansion with standardized reporting across multiple currencies and languages. Reduced financial discrepancies related to conversion errors by 30%.

Successfully facilitated international expansion with standardized reporting across multiple currencies and languages. Reduced financial discrepancies related to conversion errors by 30%.

Data Migration

Company: Diversant LLC RUSH

Situation: As part of an acquisition, the company needed to cleanse and migrate legacy data into Microsoft Dynamics.
Task: I was responsible for data processing and seamless migration without loss.
Action: Conducted data audits to identify and eliminate redundant entries. Executed ETL processes, transforming legacy records into structured formats compatible with Microsoft Dynamics. Ensured a 100% data integrity to prepare for post-migration analytics.
Result: Enabled faster retrieval of historical data, streamlining business continuity.

Enabled faster retrieval of historical data, streamlining business continuity.

Compliance and Governance

Company: Diversant, LLC RUSH

Situation: The company needed to strengthen security and governance within Microsoft Dynamics, ensuring adherence to industry regulations.
Task: My role was to analyze security protocols and frameworks to mitigate risks.
Action: Defined access control policies, ensuring secure data access. Built compliance dashboards to track security readiness.
Result: Reduced security incidents by 30%, enhancing compliance.

Reduced security incidents by 30%, enhancing compliance.

EDocument from Spreadsheet

Company: Diversant, LLC: RUSH

Situation: The company needed to convert spreadsheet-based data into a structured e-documentation system within Microsoft Dynamics.
Task: My role was to develop a secure, scalable database documentation framework for business operations.
Action: Designed automated document workflows, eliminating manual entry errors. Integrated Microsoft Dynamics security protocols for controlled document access.
Result: Reduced document retrieval time by 40%, streamlining audit processes.

Reduced document retrieval time by 40%, streamlining audit processes.

Product Catalog Management

Company: Cox Communication

Situation: The organization sought process improvements for product catalog management system within Salesforce.
Task: My responsibility was to enhance automation, ensuring efficient catalog updates.
Action: Standardized product attributes, ensuring consistent formatting and categorization. Automated data entry workflows, reducing errors in catalog updates.
Result: Improved product lookup efficiency, supporting faster sales cycles.

Improved product lookup efficiency, supporting faster sales cycles.

Survey for Sales Adoption

Company: Cox Communication

Situation: The sales team needed a structured survey process within Tableau to measure adoption rates of new tools.
Task: I designed interactive Tableau dashboards to visualize survey responses in real-time.
Action: Built custom Tableau visualizations, enabling insights into adoption trends. Applied Salesforce integration, ensuring accurate data collection.
Result: Increased visibility into sales adoption pain points, guiding process refinements.

Increased visibility into sales adoption pain points, guiding process refinements.

Release Changes

Company: Cox Communication

Situation: The company needed to streamline release and change request management within Salesforce and JIRA.
Task: I implemented agile workflows for structured release planning and tracking.
Action: Established JIRA-based ticketing, tracking request approvals and deployments. Managed Salesforce updates, ensuring alignment with evolving business needs.
Result: Reduced implementation bottlenecks, improving release cycle efficiency.

Reduced implementation bottlenecks, improving release cycle efficiency.

Troubleshoot Databases

Company: Insight Global/Charles Schwab

Situation: There were hundreds of databases (SQL and PostgreSQL) that showed inactive or an error to connect due to the listener or server changes were required. The owner was a 3rd party owner which required us to reconnect and reharvest.
Task: 1. Identify the databases. 2. Identify the active databases that required an OLA. 3. Coordinate with the database owner to assist. 4. If architect is no longer available then reach out to the database owner to assist. 5. Correct or create an OLA and submit for approvals. Receive the approval and correct, then schedule harvest.
Action: 1. Query the servers to see which databases were still listed in our warehouse. 2. Used Informatica to identify the connection and server. 3. If SQL server we tested the listener, and if Oracle we had to check if listener was active or not then connect and harvest.
Result: After conducting a SQL query and architect Tableau report, we found thousands of records that required repair, retirement, and verified the OLA was updated and we corrected, rescanned and harvested databases.

Identified over 1000 databases not connecting to the assigned servers. Corrected 75% of them still active with new listeners from not.

Onboarding New Data Partners

Company: Insight Global/Charles Schwab

Situation: There were over 1000 databases that required Agreements approved before we can harvest the data. We needed to secure the data PII by way of installing the security tags.
Task: 1. Create the OLA and submit to the architect. 2. If architect is no longer available then reach out to the database owner to assist. 3. Correct or create an OLA and submit for approvals. Receive the approval and correct then schedule harvest.
Action: 1. Identified 1000+ OLA's that were incorrect or not approved by the architect. 2. Communicated with the architect to get the information to complete the OLA. 3. If OLA is invalid or no longer needed, we worked with the technical team to retire the database and archive it in Collibra.
Result: We found over 2000+ OLA's incomplete or invalid. We contacted the architect to verify if the data was correct. We corrected the OLA and submitted to the Architect before correcting the database and harvesting.

Identified over 2000+ incomplete agreements within Collibra that required approval. Created and corrected 1000+ OLA's and rescanned and harvested for the architect.

Deactivate Connection (Retired Databases)

Company: Insight Global/Charles Schwab

Situation: When databases are no longer in service or they have been retired, the databases are showing still active and with specified Data. Normally the Architect is responsible for decommissioning the database. We needed to do an audit on several thousand database connections to verify with the architect if they were still valid or required decommissioning.
Task: 1. Locate the database status. 2. Identify the database architect or owner. 3. Contact the database architect or owner. 4. Notify the team that the database has been retired.
Action: 1. Used Toad, Remedy, and MS SQL to locate the database information. 2. Researched the database in Informatica to validate the connection. 3. Confirm if the database was harvested recently and the listener was valid. 4. If the database harvested date was in the past 2 months or more contact the architect to confirm if the database was still active. 5. If still active then request for the new listener or server that requires harvesting. 6. If not active then send a request to retire the database to the technical team.
Result: After reviewing the databases there were over 300 databases that were retired and 200 databases that were repaired and harvested.

Validated 1000+ databases using Toad, Remedy, MS SQL and Informatica for activity. Corrected 200+ databases with the new listener or server and scheduled the harvesting using the signed OLA.

Create a Program that Requires a Business Partnership

Company: MRCC Solutions/Call2Recycle

Situation: Within the system we need the ability to set up a customer upon request, where the customer has a partnership with a manufacturer. That manufacturer is responsible for paying for recycling the product. Currently the system does not have the ability to handle 2nd party payment.
Task: 1. Facilitate requirements gathering sessions. 2. Create the User Stories and acceptance criteria. 3. Work with development team to refine the stories. 4. Meet the due date of July 1, 2023.
Action: 1. Facilitated 2 requirements gathering sessions a week with the stakeholders. 2. Wrote over 100 user stories with acceptance criteria and test cases. 3. Facilitated meetings with the development team for story refinement. 4. Prioritized the stories so that they are estimated and ready for the sprint.
Result: Completed the writing of all the user stories required for the program within the time frame provided, and prioritized the user stories with the development team to prepare for the sprint. Created current state and future state mapping for the business process. Identified several risks and dependencies and addressed them with the development team.

Created current state and future state mapping for the business process. Identified several risks and dependencies and addressed them with the development team.

Use an Existing Program for Our Canadian Partner

Company: MRCC Solutions/Call2Recycle

Situation: When a customer requests for shipping they may or may not need a container. This also required integrations with the logistics company and the processors to complete the recycling of batteries.
Task: 1. Identify current processes. 2. Conduct interviews with the stakeholders. 3. Identify the gaps in the current instant process. 4. Write the user stories, acceptance criteria, and test scenarios.
Action: 1. Facilitated meetings between internal customers and development teams. 2. Created a process map using Lucid Chart that displayed the stakeholders' current manual process workflows. 3. Identified the current program and gaps between the manual process and the automated process. 4. Created and Prioritized the stories so that the development team can estimate and prepare for development.
Result: The mapping of the process was valuable to the developers because it showed them what we did not account for in the new program that is required for the sister company. Created and groomed over 100 stories prioritizing them to be completed, tested and delivered by 06/30/2023. Created a diagram of the sister companies current manual process to identify the gaps between the current solution and the requirements. Create several 100 user stories with acceptance criteria for the development team to resolve the gaps with the new solution.

Created a diagram of the sister companies current manual process to identify the gaps between the current solution and the requirements. Created several 100 user stories with acceptance criteria for the development team to resolve the gaps with the new solution.

Streamline the Customer Intake Process

Company: MRCC Solutions/Call2Recycle

Situation: When a customer comes into our environment or chooses to do business with us, the process is manual and cumbersome to both internal and external users.
Task: 1. Identify the current state when a customer request comes in. 2. Conduct interviews with the internal users. 3. Identify any new features or wishes that they may have. 4. Create a process map that will show the current state and future state.
Action: 1. Identified the current manual process when we bring a new customer in the system. 2. Facilitated meetings between the development team and stakeholders to capture the process solution. 3. Mapped out the new processes with the current process using Lucid Chart diagram. 4. Created user stories, acceptance criteria, and test scenarios for the development team.
Result: We identified that all customers can use the same process to come into the environment by creating a powerapp form to feed into our CRM tool so that the internal team can manage the initial process of creating the user profile. Depending on the program type the system will need to follow an approval and documentation process using the DocuSign Integration. Identified current process for different program types with 5 different customer types. Created program process workflows and business rules for DocuSign integration. Decreased data error by 65% by requiring the requested party to provide the data using an application.

Identified current process for different program types with 5 different customer types. Created program process workflows and business rules for DocuSign integration. Decreased data error by 65% by requiring the requested party to provide the data using an application.

DEI Metric Quantitative Information (ESG Sustainability Report)

Company: BC Forward/HP.com

Situation: In my role as a Senior Business Analyst and Data Analyst, I was tasked with enhancing ESG sustainability data management and reporting for a financial services firm. The company needed a streamlined approach to collecting, processing, and analyzing sustainability metrics while ensuring regulatory compliance and improving stakeholder transparency.
Task: My objective was to implement a robust data governance and analytics framework to facilitate accurate tracking and reporting of ESG metrics. This involved integrating multiple data sources, automating workflows, and ensuring high-quality data outputs using Informatica, Chameleon, SQL and JIRA.
Action: Led the design and implementation of an Informatica-based ETL process ensuring seamless data integration across disparate ESG sources. Utilized SQL to create optimized queries that structured ESG data for accurate reporting and compliance checks. Managed stakeholder requirements and collaborated cross-functionally using JIRA tracking progress and addressing challenges in real time. Oversaw data visualization efforts with Chameleon, enabling clear and interactive ESG dashboards for internal and external reporting. Conducted data validation and cleansing procedures to enhance data accuracy, reducing discrepancies in sustainability reporting.

Streamlined ESG data processing, reducing data aggregation time by 40%, leading to more efficient sustainability reporting. Improved data accuracy and compliance readiness, ensuring adherence to evolving ESG standards and regulatory expectations. Enhanced stakeholder decision-making with actionable insights derived from transparent and reliable ESG dashboards. Strengthened collaboration between teams, ensuring faster issue resolution and project delivery through agile methodologies in JIRA.

Repairing and Analyzing Data (Data Cleaning and Creating Views)

Company: KForce-The RMR Group

Situation: There were several tables that were not displaying correct data. The tables also had missing information for the users' new Data with Developers, hindering the understanding of the information.
Task: 1. Analyze the tables. 2. Identify the issues. 3. Document and validate. 4. Report the issues to the data team. 5. Test and verify that the issues are completed.
Action: I analyzed the tables by running advanced queries and identified where the gaps between the data were. I documented each issue in detail with screenshots and data highlights. I also used the Data Source (software used to collect the data) to identify any other issues that were not related to the table but to the data source. I reported all the issues in the data team meeting with them to discuss each issue not only reporting the issue but also providing a solution for the issue.
Result: I identified that in some instances the ETL process failed on certain days, however, since only some of the data updated this was missed because they were looking at the current ETL update or modified date. I was able to locate the actual days the ETL process failed, so that the data team was able to build in an error handling notification to the process so that in the future when it fails someone on the team is notified and they can repair it in a timely manner. I also identified using the STAR schema along with pivot tables where joins cannot be used on certain tables, a bridge table is required in order to join specific tables which was causing an issue with identifying the correct values because the bridge table carried certain values that were not matching due to the AS Of Date. I built a SQL query view that would bring the tables together capturing all values required and with the data team we were able to correct and validate the accuracy of the data. This was a big change in how our dashboards were built and the data was immediately accessible to the user, the rendering time went from 10 seconds to immediate or no longer than 2 seconds.

This project significantly improved data accuracy and accessibility, reducing reporting time and improving decision-making processes. The implementation of error handling and optimized data structures enhanced the reliability and performance of dashboards.

Dashboard Development (Property Management)

Company: KForce The RMR Group

Situation: I played a critical role in optimizing multi-family residential property management through advanced data visualization. The company required a Power BI-driven dashboard to track occupancy rates, rent growth trends, tenant satisfaction, operating costs, and investment performance across their properties. Snowflake served as the primary data source, ensuring scalable and high-performance data retrieval.
Task: My goal as a Senior Business and Data Analyst was to develop a centralized dashboard system that empowered stakeholders to assess property performance, evaluate investment outcomes, and make data-driven investment decisions for multi-family residential real estate.
Action: Designed and developed interactive Power BI dashboards to visualize key multi-family residential KPIs. Integrated Snowflake's data warehouse to efficiently manage vast datasets, ensuring real-time access to leasing, financial, and operational data. Implemented automated ETL processes, streamlining data ingestion from leasing platforms, property management systems, and financial reports. Developed predictive models using Snowflake and Power BI to forecast occupancy trends, rental pricing strategies, and maintenance budget optimization. Enhanced portfolio-wide financial analysis, allowing stakeholders to compare property performance across different locations, asset classes, and tenant demographics. Provided training sessions for property managers and investment teams to effectively utilize dashboards in strategic decision-making.
Result: Created a dynamic dashboard system that reduced reporting time by 35% and provided instant visibility into portfolio health. Improved tenant retention strategies by identifying trends in lease renewals, vacancy rates, and resident satisfaction. Enabled data-driven financial planning, leading to more accurate forecasts and optimized asset allocation within the multi-family residential sector. Strengthened cross-team collaboration, allowing property managers, finance teams, and investors to make informed decisions based on real-time data.

This version clearly incorporates multi-family residential real estate while emphasizing your expertise in Power BI, Snowflake, and real estate data analysis.

Build Automatic Reports

Company: KForce The RMR Group

Situation: There were several manual reports created so that the business users could identify actions that were required in order to increase sales and customer conversions. However, these reports were built with complicated logic and were manually updated by the business using multiple data sources and were not completely accurate.
Task: 1. Analyze the current reports and the report functional needs. 2. Document the metrics, logic, definitions, and validate the data sources. 3. Create clean data structures for the report. 4. Create a solution to auto generate and send the report during a selected frequency.
Action: I analyzed the report, its calculations and the benchmarks for each value listed in the report. Then I added each metric to the metric dictionary after validating and verifying with the stakeholder that the logic and data was correct. Then I created a mockup for the report using the approved metrics and the benchmarks created by an automated system which myself and the IT team put together for the business. We reviewed the mockup with the stakeholder and received approval and sign off for development. We A/B and UAT the report with a few tweaks here and there.
Result: After reviewing the report with the stakeholders, we received sign-off to promote the report to production. This process of creating reports was minimized by the metric dictionary because most of the metrics were already identified, approved, and validated. The business was able to move from manual to automated reporting making the process go from 8 hours to create to less than a few minutes to create and send to all required users. It also improved the quality of the metrics and the reporting to the business users so that they are updated within the same day instead of waiting 2 days for the information.

This project transformed manual, time-consuming reporting into an efficient, automated process, significantly improving data accuracy and delivery speed for business users.

Sandra Bryant

About

Senior IT Business Analyst, Data Analyst & Project Manager

Career Highlights - Projects

CallTracking Automation

Company: Auto Trader.com

Display Vehicle Payment Calculator

Company: Auto Trader.com

Renewal Process with Open Invoice

Company: MemberSuite, Inc

Created Membership Process

Company: MemberSuite, Inc

Payment Processor Integration

Company: MemberSuite, Inc

System Regression Test

Company: The Stonehill Group

Test FTP Process

Company: The Stonehill Group

Built FTP User Interface

Company: The Stonehill Group

Contract Creator

Company: Firstkey Homes

Application for Acquisition

Company: Firstkey Homes

Move-in/Move-Out Survey

Company: Firstkey Homes

Utility Turn-on/off

Company: Firstkey Homes

Credit Suisse Integration

Company: Firstkey Homes

Zoho Configuration

Company: Firstkey Homes

Change Management

Company: Firstkey Homes

Improve Sales Funnel

Company: Protective Life Corporation

Change Terms and Agreements Page

Company: Brook Source-SafeGuard Products International

New Maintenance for EV

Company: SafeGuard Products International

Mobile Application Integration

Company: SafeGuard Products International

Language and Currency Conversion

Company: Diversant LLC RUSH

Data Migration

Company: Diversant LLC RUSH

Compliance and Governance

Company: Diversant, LLC RUSH

EDocument from Spreadsheet

Company: Diversant, LLC: RUSH

Product Catalog Management

Company: Cox Communication

Survey for Sales Adoption

Company: Cox Communication

Release Changes

Company: Cox Communication

Troubleshoot Databases

Company: Insight Global/Charles Schwab

Onboarding New Data Partners

Company: Insight Global/Charles Schwab

Deactivate Connection (Retired Databases)

Company: Insight Global/Charles Schwab

Create a Program that Requires a Business Partnership

Company: MRCC Solutions/Call2Recycle

Use an Existing Program for Our Canadian Partner

Company: MRCC Solutions/Call2Recycle

Streamline the Customer Intake Process

Company: MRCC Solutions/Call2Recycle

DEI Metric Quantitative Information (ESG Sustainability Report)

Company: BC Forward/HP.com

Repairing and Analyzing Data (Data Cleaning and Creating Views)

Company: KForce-The RMR Group

Dashboard Development (Property Management)

Company: KForce The RMR Group

Build Automatic Reports

Company: KForce The RMR Group

Dedication & Determination

Skills

Resume

What Sets Me Apart?