I’m a customer operations professional with experience coordinating complex, time-sensitive workflows from long-range planning through delivery, reconciliation, and issue resolution.
These self-directed projects show how I extend that operational background through process improvement, Excel, SQL, Power BI, and CRM workflow design.
Before building these projects, I spent years coordinating customer requirements, time-sensitive orders, export documentation, invoicing, exceptions, and delivery follow-up across customers and internal teams. The work required careful reconciliation, clear communication, and timely follow-through when plans changed.
Four self-directed projects built from fictional data: a readiness check, an Excel review, a decision-path study, and a connected SQL/Power BI model.
Every project includes something you can inspect: an interactive review, working workbook, decision history, or downloadable data model.
Excel Account Prioritization and Leadership Review
Five accounts. One review queue.
An Excel review that shows which accounts need attention and how every total was calculated.
DEMONSTRATESOperational analysis · prioritization · reconciled totals
View case study →Customer Operations CRM Workflow and Reporting Model
BRINGING THE WORK TOGETHERHow should customer records, requests, ownership, and reporting work together?
A customer-operations workspace connects individual ownership, blocked work, missing context, and the team view behind it—supported by reconciled SQL and Power BI reporting.
DEMONSTRATESConnected reporting · workflow design · cross-tool QA
View case study →Customer Request Readiness and Evidence Review
BEGIN WITH WHAT IS MISSINGWhat is missing before the next customer decision can be made?
A fictional account review that matches one location’s current request with order details, prior adjustments, contacts, and open follow-up.
DEMONSTRATESCustomer context · readiness checks · traceable evidence
View case study →Approval Routing and Decision-History Analysis
THE CONTRADICTIONThe highest title was not the fastest—or always the route the request followed.
An interactive review of 44 fictional exception records comparing approval speed, who carried the context, which route was used, and when the final outcome matched the customer contact’s request.
DEMONSTRATESWorkflow ownership · scoped measures · decision history
View case study →I’m especially interested in customer operations work that brings stakeholder needs, CRM systems, analytics, and practical automation together. The goal is to reduce repetitive work so people have more time for the conversations, decisions, and follow-through that matter most. I’m open to customer operations, business analyst, operations analytics, and CRM support roles—remote or Huntsville-area.