Systems Implementation - C.'s Site

Member Dashboard

• Built a custom member dashboard to solve a data architecture problem — member data was scattered across three separate content collections in the existing CMS, making it inconsistent and unreliable to display on custom pages. • Designed unified database architecture with 4 tables (profiles, archetypes, calculations, reports) to consolidate data. • Solved cross-platform authentication challenge by designing custom token handoff between two separate systems — ensuring members only log in once for seamless UX. • Integrated AI for personalized generated content with intelligent caching to control costs and latency. • Implemented rate limiting (daily generation caps tracked via database), email alerting for system failures, and admin controls for cache management. • Currently serves approximately 20 members. • Application deployed with custom subdomain configuration. Next iteration: UI cleanup and refinement.

Multi-System Document Automation

• Built an end-to-end automation that transformed a 1-2 week manual process into a single form submission. • System has generated 50+ documents to date across approximately 6 clients. Built-in error handling sends notifications if any step in the automation fails. Before the system, each document required extensive research and manual development time. Now: client completes intake form → system processes responses → document generates automatically in designated folder with client name → content populates based on prompt logic → formatting applies automatically.

Client Deliverables & Approval System

• Built a system that removed manual handoffs from the client approval process — replacing what was either a disorganized process or no system at all. • Currently serves approximately 10 active clients. •System eliminated back-and-forth emails and removed the coordinator as a bottleneck in the review cycle. Workflow: Team uploads deliverables with review links → client receives automatic notification → client toggles status column (Approved / Needs Revisions) → team receives automatic alert based on selection.

Task Tracker with Deadline Alerts

• Created a checklist system with automated accountability that became the new company standard. • Each line item includes an assignee and due date. System sends automatic alerts 3 days before deadline if task hasn't been checked off. • Built-in escalation: notifications continue to the assigned person until completion. • Kept tasks on track without requiring manual follow-up from managers.

Event Planning System

• Designed zero-cost alternative to project management software for coordinating multi-department events — replacing no existing process. • Built dynamic spreadsheet system including event calendar with automated views and timeline templates. • Used primarily by leadership to coordinate across departments. • Enabled multiple teams to communicate and track progress without adding software costs. • Used for successful coordination of two store grand openings.

LMS Development (Multiple Organizations)

• Built and administered learning platforms across three organizations with different scales and requirements. At least two of these systems remain in active use today. • Organization A — 40+ employees. Created course content from scratch and built full system architecture including multiple learning paths tailored to different roles. • Organization B — 50+ employees. Configured system architecture and learning paths. Content was provided; I built the structure and delivery mechanism. • Organization C — Public-facing paid course with unlimited enrollment. Built course delivery system, edited provided content for online learning format, managed full technical setup.

Custom Learning & Leadership Platform

• Built two standalone training platforms from scratch when a software migration timeline couldn't accommodate immediate training needs. • Created separate password-protected systems — one for employees, one for leadership. • Delivered 20-30 hours of course material across multiple modules. Built initial platform in two weeks, then continuously updated as new and revised materials came in. • Created 5,000+ lines of code per site. • Embedded quizzes with clean integration for seamless user experience. • Edited 75% of video content including editing, thumbnails, and upload management to internal video channel. • Tracked completion and engagement through platform sign-ins and views. • Maintained all sites ensuring security protocols and proper web standards. • Platforms served as primary training hub until enterprise system migration.

Training Program Development

• Designed and produced a 56-page operational guide over approximately one week. • Process included gathering revision requirements, reviewing original documentation, then compiling and editing existing content into a cohesive guide. • Handled full production from design through printing and shipping to all locations. Guide became the new company standard. • Separately overhauled an existing 100+ slide training deck, condensing it into a streamlined 4-day program. • Converted formats, removed redundant content, and embedded video content with active links throughout.

Enterprise Software Migration

• Led full enterprise software migration for 60-80 employee retail organization, completing ahead of the projected 3-month transition timeline. • Managed employee data migration and cleanup, applicant tracking system implementation and testing, learning management system configuration, permissions and access setup. • Created training materials and trained upper-level staff on new platform. • Configured document library with dynamic templates for company-wide use. • Set up performance tracking, milestone tracking, and integrated objectives for data-driven decision making. • Primary focus during rollout was user adoption — getting staff comfortable with daily system use. • Migrated existing training content from a standalone platform I had previously built into the new system. • Served as primary troubleshooter, coordinating with vendor support to resolve issues during rollout.

Software Rollout & User Adoption

• Led company-wide rollout of new scheduling system across 8-10+ locations, replacing existing software. • Created comprehensive SOP documentation covering 8 core functions. • Biggest challenge was user adoption — addressed resistance directly by making myself available to assist and walking staff through the transition. • Maintained open communication with managers throughout. • Identified and resolved integration issues before handoff to Operations team. • Rollout completed smoothly with all components either established or resolved with subject matter experts.

Process Standardization

• Built standardized documentation for a multi-location organization that had no formal system in place. • Consolidated fragmented, inconsistent approaches into two streamlined templates. • Rolled out across 8+ managers. Integrated with software objectives feature for trackable, data-driven management. • Created step-by-step SOPs for managers on completing documentation and utilizing system features.

Team Leadership & Growth

• 10+ years in leadership roles across operations, service, and cross-functional teams. Experience includes managing a 20-person front-of-house staff, leading a distributed team of 10+ members across national locations, and building a 3-person team from the ground up. •Consistently focused on creating structure where it didn't exist — developing SOPs, implementing systems for tracking and accountability, and standardizing processes across teams and locations.

Workflow Documentation

Web Development (Various)