Team alignment, systems, processes, and Project management
Helping SMB’s Succeed
Expertise in: PMP Certified, Agile Scrum Coach and Scrum Master, Life-Team-Relationship Coach, Process Driven, Communications Expert, Relationship Oriented, and Experience in many business and automation systems; WordPress Agency for web design, security, SEO, maintenance, hosting, and plugin management using Divi, Themify, and other platforms.
Making a difference for
Small and medium-sized businesses through aligning relationships, processes, and systems. Success is created for and by people which requires relationship building and communication skills… with a visual, iterative, agile, and aligned approach to business success.
Her strengths include:
- Well organized
- Knows how to read the room
- Clear communicator
- A servant leader
- Ability to inspire others do make greater achievements
When developing or implementing new solutions or transforming existing ones, you need someone who cares about your team and customers. You need someone who listens carefully, asks clarifying questions, and continuously assesses alignment with requirements to create project success for you. I have a history of doing just that.
Customers and leadership come away from projects feeling honored, respected, and satisfied with the results. They feel fully and frequently informed, and appreciate the relationship that gets built every step of the way.
The visual approach that I take helps simplify the project management methodology and streamlines efficiency with team alignment. My approach avoids the often created tomes of standard project documentation that are shelved almost immediately; otherwise a great deal of time and expense can go into creating them. Evaluating the need and value to the team and customers, as well as identifying document preferences, and consumption requirements prior to making an investment in their creation is crucial.
Planning is the most important phase to project delivery and when done properly avoids complications, overruns, and missed expectations. I take a holistic approach to project planning that reduces waste, surfaces customer, team, and stakeholder expectations that gives the customer and team a voice.
If you are looking for an unconventional approach to project management and team leadership that saves you time and money, while generating team and customer satisfaction that leads to return and referral business, I am your gal.
Featured Team and Customer Successes
Web Service and System Integration
Customer focused approach to designing, developing, and delivery of a web service to start, stop and transfer utility services for >1M customers – the first in the entire utility service industry. Leveraged facilitated customer focus groups to surface their needs and wants as an input to requirements specification with a development project team of only four. Replaced fully manual processes with automated and integrated systems to create a more efficient allocation of resources. Customer wait times eliminated for service via the call center. Cost reductions >$1M annually.
Event Tracking and audit system
Project approved for development of a custom event tracking and audit system. During initial project requirement gathering sessions, surfaced regulatory risk of $16M in fines if system was not in place within twelve weeks. Elevated the risk and received project priority approval for resources.
Technology and Infrastructure Transition
Regional Financial Institution
Real Estate Branch Redesign and technology replacement implementation for 350+ locations due to merger and acquisition activity.
Demand Management System
Transformed disgruntled customers into collaborative, satisfied customers by removing a chaotic all requests funneled into a ticketing system with a customer-driven priority demand management system that tied directly to executive prioritized initiatives. 1000 Customers went from not knowing when their requests for service and projects were going to be worked on to participating in Product Owner work priority discussions resulting in product planning and delivery in 3 week sprints.