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Digital & Business Process Transformation

Here are a few work samples that highlight my experience driving digital and business process transformation across organizations. I partner with stakeholders to define requirements, map and improve workflows, and translate business needs into functional solutions—often serving as the business analyst to support testing, adoption, and successful enterprise software or emerging-technology implementations. I’m happy to discuss what I learned from these projects and share additional examples based on what's relevant to you.

Agentic AI Implementation - Sales Collateral Info Retrieval (2025)

MY ROLE(S): 
Business Analyst,
Pilot Test Manager
WHY I CHOSE THIS SAMPLE:  
OCR/RAG compatibility,
AI implementation,
Customer experience
PROJECT DESCRIPTION: With the intent of improving efficiency of sales-related product information retrieval, led stakeholder needs management during evaluation of AI solutions. After selection of BigTinCan, led extensive pilot testing to ensure accuracy and usefulness of the AI agent. Worked with IT specialist on prompt engineering and improving the content retrieval through ensuring OCR compatibility and improving metadata. Led user training and established pre- and post-launch metrics for the tool.

AI Application - Identifying Early Sales Signals (2025)

MY ROLE(S): 
Business Analyst,
Pilot Test Manager
WHY I CHOSE THIS SAMPLE:  
AI implementation,
Customer experience,
Stakeholder research
PROJECT DESCRIPTION: Worked with an AI-driven B2B business intelligence firm to design code for web scraping that could identify early municipal mentions of equipment needs or early budget discussions. Tested and implemented an AI-driven go-to-market intelligence platform startup that helps businesses sell to government institutions by identifying early buying signals and integrating insights with CRMs.

eCommerce Implementation and DCX Roadmapping (2020)

MY ROLE(S): 
Business Analyst,
Pilot Tester
WHY I CHOSE THIS SAMPLE:  
Omni-channel CX,
Customer/agent portals,
Data integration
PROJECT DESCRIPTION: Prior to the start of the inaugural eCommerce implementation for my corporation, conducted voice of customer research, identifying needs and expectations for various stakeholders across multiple business units, selling both B2B and B2C. Constructed a digital experience roadmap, and managed reqirements as they relate to customer needs throughout implementation. Played a key role in designing customer and agent portals and testing/measuring compliance of customer satisfaction as various digital tools launched.

ARAS PLM Implementation & Process Flow (2008)

MY ROLE(S): 
Business Analyst,
Pilot Tester
WHY I CHOSE THIS SAMPLE:  
Business software customi-
zation/implementation,
Stakeholder Research
PROJECT DESCRIPTION: Led ARAS Innovator implementation effort; managed all customization requirements, data cleanup, training, and testing. Led effort to document key tasks and responsibilities in new product development process. Facilitated inter-disciplinary team during definition process and documented the results graphically in flow chart form. Presented flow chart to leadership and development team for buy in.
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