CallTracking Automation
AutoTrader.com • Role: Product Owner / BA
Automation
Vendor Selection
Process Improvement
Impact: Reduced manual creation effort by 75% ; selected vendor in 3 weeks ; delivered in 60 days .
Owned RFP + scorecard evaluation, facilitated vendor interviews, and defined requirements to replace a high-volume manual call-tracking workflow.
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Situation: 300–1000 call tracking records/day took 2–3 days to complete manually.
Task: Identify gaps, run RFP, interview vendors, and document automation requirements.
Action: Authored 40-page RFP, evaluated 12 vendors → 5 → 3 finalists; aligned stakeholders.
Result: Minimal downtime; improved speed, consistency, and vendor accountability.
Display Vehicle Payment Calculator
AutoTrader.com • Role: BA / Implementation Lead
3rd-Party Integration
Training
Customer Enablement
Impact: Trained 50+ sales reps and 300+ customers; supported successful 90-day pilot/POC.
Gathered requirements with dev + vendor, produced training materials, supported onboarding, and served as Tier 2 escalation for complex issues.
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Situation: Customers wanted payment estimates by credit score + down payment; needed APG/DMS data.
Task: Define requirements, coordinate vendor, train sales + customers, support escalations.
Action: Created documentation, hosted webinars, onboarded customers, resolved issues with vendor.
Result: Strong POC feedback and readiness to scale onboarding post-pilot.
Renewal Process with Open Invoice
MemberSuite, Inc • Role: Implementation Lead / BA
Portal Enhancement
Workflow
Training
Impact: Delivered in a 2-week sprint with 1 resource ; improved renewal compliance.
Defined portal rules to require invoice payment before membership renewal; configured fields, tested, demo’d, and trained users.
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Situation: Customer needed renewal blocked when open invoices exist.
Task: Assess current portal, gather requirements, map process, configure fields, train users.
Action: Created fields, coached dev team, tested and demo’d feature, delivered training docs.
Result: Smoother renewals + better billing control; improved customer satisfaction.
Created Membership Process
MemberSuite, Inc • Role: Implementation Lead
SaaS Configuration
Data Import
Enablement
Impact: Configured 100+ custom fields; onboarded and trained 200+ members/partners.
Designed joining + fee payment flow with hatchery identification; configured portal experience and completed data import + training.
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Situation: New customer needed customized join/pay/identify process.
Task: Gather requirements, configure fields, import members, test and train.
Action: Built workflows/pages, trained users, authored documentation.
Result: Stable onboarding with scalable API-ready field model.
Payment Processor Integration
MemberSuite, Inc • Role: Implementation Lead / BA
API Integration
SaaS Onboarding
Revenue
Impact: Onboarded 300+ customers; generated $3.5M revenue uplift within 3 months.
Defined onboarding + API requirements, coordinated teams, negotiated rates, and managed vendor troubleshooting through go-live.
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Situation: Multiple processors caused inconsistency; business pursued standard partner model.
Task: Define onboarding + integration; coordinate teams; migrate existing customers.
Action: Negotiated rates, onboarded customers, handled escalations, authored onboarding docs.
Result: Standardized payments experience + measurable revenue growth.
System Regression Test Suite
The Stonehill Group • Role: QA / BA
QA Strategy
Automation
Security
Impact: Identified 20+ penetration risks; improved stability via repeatable end-to-end regression coverage.
Built regression test plans and automated scripts to validate releases end-to-end; improved reliability and reduced production defects.
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Situation: New features/updates caused regressions without consistent validation.
Task: Document features/processes, run UAT regression, build automated execution cadence.
Action: Created Visio/UML flows, built QTest automation, validated duplicates/issues.
Result: Improved stability, security posture, and user confidence during releases.
Test & Repair FTP Import Process
The Stonehill Group • Role: QA / Support Analyst
SQL Troubleshooting
Data Integrity
Support Documentation
Impact: Reduced recurring “orphan file” incidents and improved internal self-service troubleshooting.
Diagnosed orphaned import files, validated mapping, and trained teams to resolve common FTP failures before escalation.
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Situation: Imports required scrubbing/linking; orphan files caused rework and delays.
Task: Identify gaps, research orphan folder behavior, correct and train users.
Action: Used SQL + system folders to pinpoint failures; tested end-to-end; validated mapping.
Result: Fewer orphan files; better recovery workflow; improved uptime and support speed.
Built FTP Upload User Interface
The Stonehill Group • Role: BA / UI Support
HTML/CSS
UX
Branding
Impact: Improved usability and brand consistency for FTP workflows; reduced user confusion.
Created a branded landing page and integrated it into the application menu to make FTP uploads more intuitive for users.
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Situation: FTP upload site lacked branding and clear navigation.
Task: Build landing page, integrate FTP function, test, and add to menus.
Action: Built page in HTML/CSS/JS; coordinated with dev team; trained customer.
Result: Cleaner UX with consistent look/feel and easier workflow guidance.
Contract Creator (Tenant Approval Workflow)
FirstKey Homes • Role: BA / Integration Analyst
CRM/ERP Integration
User Stories
Tenant Experience
Impact: Streamlined tenant intake and approval via automated integration workflows; improved move-in readiness.
Gathered requirements, mapped as-is/to-be, wrote stories + test scenarios, and coordinated Salesforce/Dynamics integration to improve leasing workflow.
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Situation: Contract approvals/down payments/docs needed structured system workflow.
Task: Capture requirements, define system vs. out-of-system steps, write stories/tests.
Action: Facilitated workshops; created process maps; configured screens and mapping.
Result: Faster, more consistent tenant approvals with improved experience.
Application for Acquisition
FirstKey Homes • Role: BA / Integration Analyst
Acquisitions
Salesforce/Dynamics
Rapid Delivery
Impact: Delivered acquisition intake workflow in a 30-day window; reduced acquisition cycle friction.
Aligned teams and systems to capture purchase requests, deposits, and calculations despite initial vendor unresponsiveness.
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Situation: New property acquisition required structured request + compliance path.
Task: Gather application needs, identify integration gaps, author stories/tests.
Action: Facilitated cross-team sessions; configured screens and mapping; validated flows.
Result: Faster acquisitions with improved operational clarity.
Move-in / Move-out Survey Automation
FirstKey Homes • Role: BA / Integration Analyst
Automation
Yardi Integration
Customer Feedback
Impact: Automated timed survey delivery; reduced onboarding friction and duplication.
Configured surveys triggered by Yardi move-in/move-out events and trained marketing to manage surveys and reporting.
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Situation: Needed surveys sent 10 days after move-in and move-out based on system events.
Task: Coordinate Birdeye/Yardi/Marketing; implement triggers; train users.
Action: Configured integration/fields; tested; delivered training and dashboards.
Result: Consistent feedback loop and improved tenant experience insights.
Utility Turn-On/Off Workflow
FirstKey Homes • Role: BA / Integration Analyst
Workflow
Salesforce
Yardi Trigger
Impact: Delivered solution in 4 weeks ; improved compliance and prevented city fines via better tracking.
Captured utility tasks in Salesforce triggered by Yardi events; documented stories, ACs, and test scenarios; trained users.
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Situation: Utilities needed to be turned on/off on time to avoid fines.
Task: Gather requirements, define fields, document end-to-end process.
Action: Facilitated workshops; collaborated with dev teams; produced stories/tests/docs.
Result: Better operational visibility and timely execution for utilities team.
Credit Suisse Funding Integration
FirstKey Homes • Role: BA / Integration Analyst
Finance Integration
Automation
PII Governance
Impact: Enabled automated funding renewals (90/180/365 days) and coordinated multi-vendor workflow.
Mapped ordering/scheduling process, defined integration events, and ensured governance controls for transmitting sensitive data.
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Situation: Funding/inspection tracking was manual and spreadsheet-driven.
Task: Define integration requirements and renewal event automation.
Action: Facilitated finance workshops; created diagrams; authored stories/ACs.
Result: Integrated financial workflows supporting scalable acquisition operations.
Zoho CRM Configuration for Legal & HR Intake
FirstKey Homes • Role: BA / Admin
Zoho
Deluge
Workflow Automation
Impact: Delivered solution in 6 weeks across 3 two-week sprints; managed 30+ users/permissions.
Built an intake system with workflows/business rules, dashboards, and iterative improvements aligned to department needs.
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Situation: Legal/HR needed a structured request intake and task management system.
Task: Gather requirements, map processes, configure/test/train, iterate with users.
Action: Used Deluge scripting; configured workflows; built dashboards; trained users.
Result: Centralized intake + visibility; improved operational consistency.
Enterprise Change Management (Cross-Department)
FirstKey Homes • Role: BA / Change Lead
Change Management
Process Mapping
Governance
Impact: Standardized business rules and reduced bottlenecks through weekly executive-level alignment sessions.
Facilitated recurring sessions to identify process gaps, define policies, and document as-is/to-be workflows across departments.
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Situation: Cross-department gaps caused missed opportunities and customer friction.
Task: Facilitate meetings, identify rules/issues, standardize solutions and documentation.
Action: Captured processes, risks, and dependencies in JIRA/Confluence; refined procedures/policies.
Result: Improved operational clarity and governance across system workflows.
Improve Sales Funnel (Outreach.io Integration)
Protective Life • Role: Sr. BA / Integration Lead
Dynamics 365
Outreach.io
API Mapping
Impact: Completed vendor-to-CRM integration in 3 weeks ; added/mapped 30+ fields; enabled sales follow-up workflows.
Configured vendor sandbox/dev, aligned firewall/IP allowlists, mapped fields, validated two-way updates, and delivered training + release readiness.
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Situation: Sales needed prospecting tool before CRM conversion; required Outreach integration.
Task: Elicit vendor/system requirements; coordinate infra + dev; deliver and train.
Action: Configured environments, mapped fields, tested sync, produced documentation.
Result: Improved prospect management and communication consistency for sales teams.
Change Terms & Agreements Page (Customer Portal)
SafeGuard Products • Role: BA / Portal Lead
Portal UX
Compliance
Dynamics 365
Impact: Reduced customer inquiries by 25% ; lowered compliance risk via cleaner acceptance workflow.
Aligned legal/compliance requirements with improved portal experience for agreement acceptance and policy clarity.
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Situation: Terms pages needed updates for clarity and compliance.
Task: Implement updated agreements while maintaining seamless portal navigation.
Action: Analyzed gaps, coordinated signoffs, configured acknowledgment capture, refined UX.
Result: Improved transparency and reduced support volume related to agreements.
EV Maintenance Contract Framework
SafeGuard Products • Role: BA / Product Delivery
Contract Automation
Dynamics 365
Compliance
Impact: Reduced contract turnaround time by 40% ; enabled onboarding for new EV customer segment.
Designed scalable contract templates and automated approvals/archiving aligned to pricing tiers and service-level structures.
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Situation: Expansion into EV required new regulated maintenance contract structure.
Task: Create templates, pricing tiers, and automated lifecycle workflow.
Action: Integrated approvals and archiving; aligned finance/ops on pricing and SLAs.
Result: Faster contract execution and scalable onboarding for new business line.
Mobile Application Integration
SafeGuard Products • Role: BA / Integration Analyst
API Integration
Workflow Automation
Security
FinTech
Impact: Improved real-time data synchronization between mobile app and backend workflows; faster customer issue resolution.
Defined integration requirements, automated core workflows, and partnered with engineering to ensure secure API connections.
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Situation: New mobile app needed to integrate with existing Dynamics ecosystem.
Task: Align mobile functionality with business processes and backend operations.
Action: Defined data flows, automated sync rules, validated API security requirements.
Result: Better user experience with improved backend consistency.
Language & Currency Conversion (Global Enablement)
Rush Enterprises (Diversant) • Role: Sr. IT BA
Globalization
Dynamics
Financial Accuracy
Impact: Reduced conversion discrepancies by 30% ; supported international reporting across currencies/languages.
Implemented currency conversion logic and multi-language support patterns to standardize reporting for acquisitions.
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Situation: Needed multi-currency + multi-language processing for acquisition integration.
Task: Build workflows supporting localization and accurate financial reporting.
Action: Designed conversion logic and translation frameworks in Dynamics.
Result: Faster expansion enablement with improved finance data consistency.
Data Migration (Acquisition Cutover)
Rush Enterprises (Diversant) • Role: Sr. IT BA
Data Migration
ETL
Data Quality
Impact: Improved continuity by cleansing and migrating legacy data into Dynamics with high integrity for post-migration analytics.
Audited and transformed data to eliminate duplicates and ensure records were usable for downstream reporting and operations.
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Situation: Acquisition required legacy data cleanup and migration.
Task: Cleanse records and migrate without loss.
Action: Conducted audits, transformed formats, and validated integrity for analytics readiness.
Result: Faster retrieval of historical data and improved business continuity.
Compliance & Governance Hardening
Rush Enterprises (Diversant) • Role: Sr. IT BA
Governance
Security
Dashboards
FinTech
Impact: Reduced security incidents by 30% through improved access control and compliance tracking.
Defined access policies and built compliance dashboards to monitor readiness and mitigate risks.
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Situation: Needed stronger security and governance controls in Dynamics environment.
Task: Analyze protocols and mitigate risk.
Action: Implemented access controls and compliance monitoring dashboards.
Result: Improved compliance posture and reduced incidents.
EDocument from Spreadsheet (Automated Documentation)
Rush Enterprises (Diversant) • Role: Sr. IT BA
Automation
Docs Workflow
Audit Support
Impact: Reduced document retrieval time by 40% and improved audit readiness via structured e-document workflow.
Converted spreadsheet data into a controlled documentation process with secure access patterns and reduced manual entry errors.
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Situation: Spreadsheet-based documentation was error-prone and difficult to govern.
Task: Build a scalable e-document framework.
Action: Designed automated document workflows and controlled access using platform security.
Result: Faster audits and improved operational consistency.
Product Catalog Management Improvements
Cox Communications • Role: Senior BA
Salesforce
Catalog
Process Standardization
Impact: Improved product lookup and catalog update consistency; supported faster sales cycles.
Standardized product attributes and automated entry workflows to reduce errors and improve catalog usability.
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Situation: Catalog updates required process improvements for consistency and efficiency.
Task: Enhance attribute standards and automation patterns.
Action: Standardized formats and automated workflows to reduce errors.
Result: Better catalog adoption and quicker product discovery.
Sales Adoption Survey Dashboards
Cox Communications • Role: Senior BA
Tableau
Adoption Metrics
Insights
Impact: Increased visibility into adoption pain points and informed process improvements through real-time dashboards.
Built interactive visualizations to track survey responses and highlight areas requiring enablement or workflow changes.
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Situation: Needed structured adoption measurement for new tools/processes.
Task: Visualize survey results and trends for stakeholders.
Action: Built Tableau dashboards and aligned data capture through Salesforce integration.
Result: Clear insights that guided targeted adoption interventions.
Release & Change Management Workflow
Cox Communications • Role: Senior BA
JIRA
Salesforce
Release Readiness
Impact: Reduced implementation bottlenecks and improved release tracking through standardized workflows.
Established ticketing patterns, tracked approvals/deployments, and ensured Salesforce updates aligned to business priorities.
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Situation: Releases required more structured change request management.
Task: Implement agile workflows for planning and tracking.
Action: Established JIRA tracking and coordinated Salesforce updates.
Result: Better governance and smoother release cadence.
Troubleshoot Databases (Harvest/Connectivity Repair)
Charles Schwab (Insight Global) • Role: Data/Systems Analyst
SQL/PostgreSQL
Informatica
Data Ops
Impact: Identified and remediated thousands of connection issues; restored harvesting by correcting listeners/servers and agreements.
Diagnosed inactive databases, coordinated with owners/architects, updated OLAs, and scheduled harvesting after remediation.
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Situation: Hundreds of databases showed inactive/error due to listener/server changes.
Task: Identify impacted DBs, secure/validate OLAs, coordinate repairs, re-harvest data.
Action: Queried servers, validated connections in Informatica, tested listeners, coordinated owners.
Result: Restored availability and improved inventory accuracy for data governance program.
Onboarding New Data Partners (OLA Governance)
Charles Schwab (Insight Global) • Role: Data Governance Analyst
Collibra
Governance
PII Tagging
Impact: Corrected 1000+ OLAs and addressed 2000+ incomplete agreements; improved compliance readiness.
Validated agreement completeness, worked with architects/owners to correct and approve OLAs, and coordinated retirement/archival for invalid sources.
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Situation: Data harvesting required approved agreements and PII protections.
Task: Create/correct OLAs, coordinate approvals, and enable secure harvesting.
Action: Audited agreements, collaborated with architects, retired invalid sources in Collibra.
Result: Improved data partner onboarding governance and reduced compliance risk.
Deactivate Connections (Retired Databases Audit)
Charles Schwab (Insight Global) • Role: Data Governance Analyst
Audit
Toad/SQL
Remedy
Impact: Verified 1000+ DB connections; retired 300+ and repaired/harvested 200+ sources.
Performed connection audits and coordinated with owners to repair listeners/servers or formally retire databases and archive governance records.
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Situation: Retired databases still appeared active and created governance noise.
Task: Verify activity, locate owners, retire or repair connections.
Action: Used Toad/Remedy/SQL + Informatica research; requested retirements or new endpoints.
Result: Cleaner inventory and improved reporting accuracy for governance program.
New Manufacturer Partnership Program (2nd-Party Payment)
Call2Recycle (MRCC Solutions) • Role: BA / PM
Program Design
User Stories
Agile Delivery
Impact: Authored and prioritized 100+ user stories by deadline; enabled scalable partner-funded recycling workflow.
Facilitated requirements sessions and decomposed complex billing/payment rules into implementable stories and acceptance criteria.
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Situation: System lacked ability to handle manufacturer-funded recycling (2nd-party pay).
Task: Capture requirements, create stories/ACs, refine with dev, meet delivery date.
Action: Ran workshops, wrote stories/tests, prioritized for estimation and sprint readiness.
Result: Clear backlog ready for execution with risks/dependencies addressed early.
Canadian Partner Enablement (Reuse Existing Program)
Call2Recycle (MRCC Solutions) • Role: BA / PM
Process Mapping
Lucidchart
Backlog Delivery
Impact: Mapped process gaps and groomed 100+ stories to support delivery by 06/30/2023.
Documented current state, identified gaps vs. existing program, and translated requirements into prioritized sprint-ready backlog.
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Situation: Canadian partner needed shipping/container workflows with logistics integrations.
Task: Identify current processes, gaps, and produce stories/ACs/tests.
Action: Facilitated sessions; built Lucidchart diagrams; prioritized for delivery.
Result: Better dev clarity on required adjustments to reuse program successfully.
Streamline Customer Intake (PowerApp + DocuSign)
Call2Recycle (MRCC Solutions) • Role: BA / PM
Power Platform
DocuSign
Data Quality
Impact: Reduced data errors by 65% ; standardized intake workflows across 5 customer/program types.
Mapped current state, designed future intake flow using app-based data capture and approval/documentation automation.
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Situation: Intake was manual/cumbersome for internal and external users.
Task: Identify new features and redesign process; document to-be solution.
Action: Created process maps, stories/ACs/tests; aligned approvals with DocuSign.
Result: Faster onboarding and cleaner, more reliable data capture.
DEI Metric Quantitative Information (ESG Sustainability Reporting)
HP.com (BC Forward) • Role: Sr. BA / Data Analyst
ESG
Informatica
SQL
Impact: Reduced data aggregation time by 40% ; improved accuracy and compliance readiness for ESG reporting.
Designed ETL and data validation approach for ESG sources, enabling better dashboards and faster issue resolution using agile tracking.
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Situation: ESG metrics needed consistent collection, processing, and transparent reporting.
Task: Implement data governance + analytics framework across sources.
Action: Built Informatica ETL approach; optimized SQL; tracked work in JIRA; validated outputs.
Result: Faster reporting and more reliable dashboards for stakeholder decision-making.
Repairing & Analyzing Data (Views + Performance Fix)
The RMR Group (KForce) • Role: Business/Data Analyst
SQL
Data Quality
Performance
Impact: Improved dashboard render time from ~10s to ~2s by redesigning joins/views and addressing ETL failure patterns.
Investigated data mismatches, documented failures, and partnered with data engineering to implement error handling and optimized query/view logic.
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Situation: Tables displayed incorrect/missing data; dashboards underperformed.
Task: Analyze tables, identify root cause, validate fixes with data team.
Action: Found ETL failures masked by “latest update” checks; built new SQL view/bridge approach.
Result: More reliable data and faster dashboards; improved business trust in reporting.
Dashboard Development (Property Management KPIs)
The RMR Group (KForce) • Role: Business/Data Analyst
Power BI
Snowflake
Real Estate KPIs
Impact: Reduced reporting time by 35% ; improved visibility into occupancy, rent growth, costs, and portfolio performance.
Designed interactive dashboards with scalable Snowflake sourcing and enabled self-service insights for property managers and investment stakeholders.
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Situation: Needed centralized KPIs to evaluate portfolio health and investment outcomes.
Task: Build dashboard system for leasing/financial/operational performance.
Action: Integrated Snowflake; developed KPI views and trend analysis; trained users.
Result: Faster, consistent decision-making with real-time visibility into key metrics.
Build Automatic Reports (From Manual to Automated)
The RMR Group (KForce) • Role: Business/Data Analyst
Automation
Metric Dictionary
Reporting
Impact: Reduced report production from ~8 hours to minutes ; improved same-day data availability.
Documented and standardized metric definitions, validated sources/logic, built mockups, and supported UAT/A-B testing to automate distribution.
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Situation: Manual reports used complex logic and were error-prone and slow.
Task: Define metrics/logic, create clean data structures, automate generation and delivery.
Action: Built metric dictionary, created approved mockups, ran UAT and refinements.
Result: Faster, more accurate reporting with consistent definitions across stakeholders.
POS Micro-Frontend Implementation (BFF Integration)
NCR Voyix • Role: Product Owner / Implementation Lead
POS
Microservices
Integration
Implementation
Impact: Improved system stability and reduced implementation risk by clarifying UI/BFF responsibilities and defining integration requirements across loyalty, promotions, and selling services.
Led backlog refinement and implementation planning for POS micro-frontend architecture supporting enterprise retail operations.
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Situation: POS architecture required coordinated implementation across UI micro-frontends and backend services.
Task: Define implementation scope, clarify requirements, and coordinate delivery across multiple engineering teams.
Action: Led backlog grooming, clarified UI vs BFF responsibilities, aligned dependencies across Loyalty, Promotions, Selling Services, and APIs.
Result: Improved delivery predictability and reduced implementation risk for enterprise POS deployments.
Credit Screening Wofkflow Implementation
AutoTrader.com • Role: Business Analyst / Implementation Lead
CRM
Automation
Workflow
Impact: Reduced manual credit review effort and accelerated dealer approvals through automated screening workflows.
Designed and implemented automated credit screening workflows to support dealer onboarding and risk evaluation.
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Situation: Manual credit evaluation processes slowed dealer onboarding.
Task: Define automated screening workflows and approval processes.
Action: Documented business rules, coordinated development, and supported implementation testing.
Result: Improved onboarding efficiency and reduced manual review workload.
Custom Product Data Services Integration
AutoTrader.com • Role: Business Analyst / Implementation Lead
Integration
API
CRM
Impact: Enabled delivery of custom data products by integrating external data services into the CRM platform.
Led implementation of data service integrations supporting custom product offerings and customer reporting.
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Situation: Custom data products required integration across multiple data providers.
Task: Define integration requirements and coordinate implementation.
Action: Documented APIs, coordinated vendor integration, and supported implementation testing.
Result: Enabled delivery of new data-driven products to enterprise customers.
Buy Here Pay Here Dealer Platform Implementation
AutoTrader.com • Role: Business Analyst / Implementation Lead
CRM
Onboarding
Implementation
Impact: Expanded dealer adoption by implementing onboarding workflows for Buy Here Pay Here dealer programs.
Supported implementation of dealer onboarding workflows and platform configuration for specialized dealer programs.
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Situation: New dealer programs required structured onboarding workflows.
Task: Define onboarding requirements and implementation processes.
Action: Documented workflows, supported configuration, and coordinated testing.
Result: Improved dealer onboarding consistency and adoption.
FTP File Manager Implementation
Stonehill Group • Role: Implementation Lead / Business Analyst
CRM
Onboarding
Implementation
Impact: Expanded dealer adoption by implementing onboarding workflows for Buy Here Pay Here dealer programs.
Supported implementation of dealer onboarding workflows and platform configuration for specialized dealer programs.
View details
Situation: New dealer programs required structured onboarding workflows.
Task: Define onboarding requirements and implementation processes.
Action: Documented workflows, supported configuration, and coordinated testing.
Result: Improved dealer onboarding consistency and adoption.
Bulk CallTracking Number Provisioning
AutoTrader.com • Role: Business Analyst
Automation
CRM
Vendor Integration
Impact: Reduced provisioning time by automating bulk CallTracking number creation.
Designed workflows supporting automated provisioning of CallTracking numbers for dealer onboarding.
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Situation: Manual number provisioning slowed dealer onboarding.
Task: Design automated provisioning workflows.
Action: Defined system requirements and supported implementation.
Result: Faster onboarding and reduced manual effort.
File Assignment Workflow Automation
Stonehill Group • Role: Implementation Lead
Automation
Workflow
Process
Impact: Improved processing efficiency through automated assignment workflows.
Implemented workflow automation for assigning operational files to processing teams.
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Situation: Manual assignment created delays and inconsistencies.
Task: Design automated assignment workflows.
Action: Defined business rules and supported implementation.
Result: Improved processing speed and consistency.