Selected engagements, anonymized by design.

Challenge

Reporting was scattered across manual Access, Excel, and legacy tools that were slow to produce and impossible to trace to source.

Role

Business Analyst & Delivery Lead

Reporting requirements, delivery coordination, and validation for a consolidated data platform and governed reporting portfolio across payroll, finance, job cost, and workforce — plus the change enablement to move teams onto it.

Outcome

Legacy reports retired in favor of governed, automated dashboards — trusted, traceable, and fed from centralized data.

Challenge

Accounts payable/receivable and work-in-progress reporting depended on a legacy tool and heavy manual month-end effort.

Role

Business Analyst & Delivery Lead

Requirements, delivery coordination, and testing for reporting moved onto automated pipelines and centralized data — with a low-code entry app, monthly-close controls, approvals, and the change enablement to move month-end onto it.

Outcome

Faster, governed close reporting that removed the single-tool and single-person dependencies month-end used to rely on.

Challenge

A large estate of aging CyberQuery (CQ) reports still ran AP, AR, payroll, and operational reporting — costly to maintain and blocking the move to modern BI.

Role

Reporting Migration Lead

Led the decommissioning end to end: report inventory and prioritization, coordinating the rebuild on governed pipelines and Power BI, validation against source, phased cutover, and change enablement.

Outcome

The entire legacy report estate retired and replaced with governed, automated reporting — CyberQuery fully decommissioned with no loss of coverage.

Challenge

A multi-division services organization couldn't see true profitability by division — shared and overhead costs sat in a single pool, so no division's real cost-to-serve or margin was visible to leadership.

Role

Business Analyst — Cost & Margin Analysis

Built the division-level profit-and-loss analysis that broke costs out by division and allocated shared costs across divisions using divisional workforce (headcount) as the allocation driver.

Outcome

A divisional P&L that exposed each division's real cost structure and margin, giving leadership a defensible basis for pricing, staffing, and cost decisions.

Challenge

A reporting modernization was moving the business onto new, predominantly Power BI reporting — but the real risk was adoption: users trusted their legacy reports and spreadsheets and needed to transition with confidence, not just be handed a new tool.

Role

Change Enablement & Adoption

As part of the implementation team, helped build and actively run the change enablement plan — stakeholder meetings, role-based training and how-to videos, communications over email and Teams, defect tracking and reporting, and regular status reporting through a phased transition off the legacy reports.

Outcome

Users carried onto the new Power BI reporting with confidence — the plan was actually run, not shelved, and became a repeatable starting point for future custom-reporting rollouts.

Challenge

Core operations — invoicing, work-in-progress, PTO, and payroll adjustments — ran on manual spreadsheets, legacy Access, and undocumented know-how.

Role

Business Analyst & Delivery Lead

Requirements, delivery coordination, and rollout of low-code applications with approvals, controls, and reporting — from discovery through go-live, including testing and change enablement.

Outcome

Governed internal applications that standardized the work, made it auditable, and retired the workarounds they replaced.

Challenge

Invoices were built from a spreadsheet template that broke whenever invoice lines ran long — forcing rework on nearly every invoice — and there was no clear way to see the status of invoices in flight.

Role

Business Analyst & Delivery Lead

Traced the rework to its root cause, redefined the invoicing workflow around it, and drove delivery, testing, and change enablement for a custom AP dashboard, invoice register, and guided invoice creator.

Outcome

A dependable, automated invoicing process — invoices generate cleanly no matter how long the lines run, and status is visible at a glance from a single dashboard, retiring the rework and blind spots the spreadsheet caused.

Challenge

A services organization needed a secure invoicing and accounts-receivable platform — single sign-on, branded invoices and statements, payment tracking, and email sent from a controlled mailbox — instead of stitching together third-party tools.

Role

Product Owner & Delivery Lead

Owned and delivered the platform end to end with Claude for AI-assisted build — requirements, workflow, and testing, including custom AI skills to drive the build — across authentication, the data model, document generation, and email.

Outcome

A production invoicing/AR platform: SSO-gated with passwordless email, plus client dashboards, statements, payment tracking, and audit controls — delivered end to end and AI-accelerated.