Portfolio Highlights
Enterprise Cloud Migration
Challenge: M&A Separation required replacement of all legacy infrastructure for new entity and migration of enterprise data and workloads to the cloud to improve performance and reduce costs.
Approach: Designed and executed a comprehensive cloud migration strategy, orchestrated cross‑functional teams and implemented cost management best practices.
Results: Achieved a 32% reduction in IT costs, improved scalability and reliability and established a foundation for future innovation.
Data Pipeline Optimization
Challenge: Increase the efficiency and reliability of a data pipeline supporting analytics across multiple business units.
Approach: Re‑engineered the pipeline architecture, automated ETL processes, implemented modern data platforms and improved data quality governance.
Results: Delivered a 75% improvement in data pipeline efficiency, reduced processing times and enhanced data reliability for stakeholders.
Dashboard Performance Boost
Challenge: Improve the responsiveness and usability of executive dashboards to enable faster, data‑driven decision‑making.
Approach: Optimized underlying queries and data models, migrated to Microsoft Fabric and trained teams on best practices for dashboard design.
Results: Achieved 90% reduction in dashboard latency, dramatically reducing load times and increasing user satisfaction.
Sales Insights Implementation
Challenge: Unlock revenue opportunities by integrating sales and forecast data across ERP and CRM systems to create actionable insights.
Approach: Unified data sources, designed a KPI framework, developed interactive dashboards and trained the sales organization on data‑driven decision‑making.
Results: Generated over $1M in additional revenue through BI‑enabled sales insights and improved cross‑selling and up‑selling opportunities.
Copilot AI Agent for BI Ops
Challenge: Analysts lost time retrieving reports and answering repeat questions.
Approach: Built a Copilot/ChatGPT agent that authenticates to SharePoint and data systems, fetches reports, answers FAQs, and logs interactions. Used guardrails, prompt tooling, and usage analytics.
Results: Cut routine analyst workload ~40%, improved self-service access, and reduced report turnaround time.
Small Business Retooling
Challenge: Boutique marketing firm needed to migrate off of legacy applications, consolidate technology, and reduce cost.
Approach: Eliminate tech debt and unnecessary software licenses while updating the tech stack to better fit current company needs.
Results: 50% reduction in annual technology spend, improved analytic capabilities, and better ability to manage company assets.