Cortica

Lead Service Designer + Design Ops Manager for Cortica's Product Team. Responsible for designing solutions that address the needs of Enrollment, Scheduling, Revenue Cycle Management, Finance and Clinical teams. Partnered with Cortica leadership teams to help orchestrate strategic initiatives and lead workshops to guide decision-making. Lead resource for analyzing and synthesizing how business rules, data and work flows should be shared between cross-functional teams, in various systems like Salesforce and UKG plus custom-developed scheduling and people management tools. Advocated for and instituted effective design processes, leading to more efficient collaboration with executive leadership and agile development teams. Designer of the Whole Child Scorecard application.

Service Design Lead

Service Designer for Cortica's agile Product Team. Responsible for designing and orchestrating experiences for Cortica's enrollment, scheduling and payroll teams. Designing the future state of Cortica's customer engagement portal, using research, user journeys, service blueprints and custom software development techniques. Facilitating workshops to help expose areas for growth and to drive collaboration and consensus across teams. Diving into how AI can assist back-and-front stage to make experiences work better.

Service Designer

nerdwords

Founded nerdwords to offer analysis and design consulting services to agency and small business clients.

As a Service Designer, led All Four Paws, Good Life Gear and Kippah Keepers through business transformation projects to create ecommerce-based brand management, marketing and sales channels for retail D2C and wholesale B2B customers
- understood current state of their businesses and co-created future business strategy centered on unique approaches for B2B & D2C customers
- created new operational processes to manage inventory, sales, inbound shipping, competitive and MAP pricing, returns, compliance and customer reviews
- developed a phased approach for launching new 3PL selling model
- set up product catalogs on Amazon, Walmart, Faire, Alibaba and their brand websites and configured FBA/Deliverr shipping for each marketplace
- evaluated / presented ecommerce and omni-channel listing SaaS solutions to manage new online business
- established reports to monitor competition, sales, advertising and other marketplace activities

Business Analyst + Service Designer

As a Business Analyst, partnered with POSSIBLE, H&Y Planning, Rubin Postaer & Associates, Hiveworks, BLITZ Agency, TVGla, The Revere Group and Haig Barrett (agencies) during the Discovery + Design phases of their client projects. 

Led projects for Toyota, Honda, Univar, GenOn, Mandalay Bay and Zojirushi clients. 
- interviewed stakeholders, gathered requirements, facilitated Joint Application Design (JAD) sessions
- mapped, simplified and streamlined complex processes, illustrating "as-is" to future state scenarios
- understood user needs through usability research and system / tool usage data
- analyzed interrelated systems and systems data to transition from existing tools to new solutions
- conducted competitive and best-in-class audits
- evaluated packaged/SaaS/marketplace-based solutions
- authored scope & requirements documents, site maps, wireframes, feature matrices and strategy presentations
- developed content and communication strategy including blogs and social media messaging
- presented to and communicating with all levels of an organization, from admins to subject matter experts to executive sponsors

Principal Business Analyst, UX Designer + Content Strategist

University of Toyota

As the lead analyst with the Business Renovation 2010 Initiative, had dual responsibilities: to guide the team that maintained the organization's existing training systems and conceptualize the next-generation of on-demand learning systems.

Legacy Systems
- managed legacy CERTPOINT Learning Management System and Maritz Certification Systems for TMS/TFS/Toyota/Scion/Lexus Dealers ($1.7M annual budget)
- improved performance of systems by implementing process enhancements, new analytics and reporting tools and creating user guides for systems administrators and business users

Next-Gen Learning System
- interviewed Executive Stakeholders to determine corporate goals along with business, SME and administrator needs
- led Corporate Training, IT, Finance and Dealers through facilitated design sessions to conceptualize the next-generation platform for organization-wide training
- gathered requirements, documented business processes, developed feature matrices and managed RACI system
- mapped current systems and underlying system data to proposed streamlined solution
- researched, evaluated and recommended SaaS products and custom-developed tool options from CERTPOINT and Maritz, identifying capabilities and gaps
- facilitated credentials presentations and tool demonstrations from short-listed candidates, leading to contract negotiations with selected vendors

Business Analyst + Program Manager

UCLA Extension/Dept. of the Arts

Collaborated with the head of the Department of the Arts, the largest unit with 4 programs / 14 cost centers / $7M revenue, to manage the business functions of the group by:  
-  standardizing department budgets and financials
-  updating multiple processes, including budgeting, purchasing, event planning and fundraising
-  implementing new marketing programs, from traditional advertising and print communications to online marketing
-  developing reports to measure program performance

Business + Marketing Manager

Avanade

At the behest of Creative Arts Agency (the project owners), joined Avanade to facilitate the transition of CAA's custom-designed Client Tracking System from Genex (the design team) to Avanade (the implementation team). 

-  began transition by documenting the full scope of the new system, including requirements, business processes, user scenarios, system and data maps, functional specifications and use cases
-  guided CAA clients and Avanade engineering team through design iterations for the system
-  served as an SME for the engineering team during development and QA

Functional Analyst

Genex

As a Client Partner, led Creative Artists Agency client team to create their new Client Tracking System.
-  facilitated application design sessions to outline objectives, critical success factors, system requirements and use cases, screen wireframes, business rules and overall functionality
-  guided project manager, architect, front-end designer and QA manager to create project plan, dependencies, staffing plan and budget
-  communicated project status to CAA and Genex executives
-  helped transition project post-design to Avanade for development

Client Partner

As a Program Manager, led team of 9 project managers focused on billable client programs.
-  led $1.5M program for Toyota, including the Toyota Corporate Global Knowledge Center, Scion Experience, Lexus In-Dealership Kiosks, Lexus Owner’s website and Product Training applications for sales managers and technicians
-  led $11.8M program for Honda, Honda Finance, Honda Product Development, Honda’s Business-Dealer Network, Online Service Scheduling and On-Board Wireless Messaging project
-  created maintenance program to manage www.ahm-ownerlink.com, www.hondafinancialservices.com, www.powerequipment.com
-  for both clients, established consistent processes across engagements, assigned project manager with appropriate skills to each engagement
-  instituted formal process to gather and document detailed requirements for all projects to manage scope, deliverables and expectations
-  instituted formal communication process to improve collaboration with client leadership 
-  managed annual contracts with Genex Client Partner assigned to both clients

Partnered with Genex leadership to improve how the Project Management and QA departments functioned, streamlining intra-department communication and processes.

Program Manager

Wunderman Interactive

Managed $2.8m Land Rover account and implemented annual program comprised of Online Inventory/Locate to Order tool, Global and North American websites, eConfigurator, Dealer Locator, Dealer Product Intranets, New Range Rover/2003 Discovery/Freelander launch sites, Email Campaigns, eNewsletters, and an Online Lead Management Tool.

Senior Producer, Account Supervisor + Digital Strategist

Open Enterprise Corporation

Managed $2.5M program for OEC's Financial Services group. Clients and projects included Thomson Financial Back Office Billing System, Wilmington Trust Online Banking website and State Street Bank Foreign Exchange Fund Tracking System.

Director of Client Services

Landor Associates

Co-leader of newly formed $1.5M-revenue Interactive Branding Practice. Managed projects for Microsoft Picture It!, Blue Cross Blue Shield, Bradesco S. A. Online Banking in Sao Paulo, Brazil and Government of South Australia in Adelaide, Australia.

Consultant, Interactive Branding

Young & Rubicam

Managed annual advertising budget of $2 million for Lincoln-Mercury Dealers Association of California and Pacific Northwest, including TV, radio, print, online and promotional sponsorships.

Assistant Account Executive

Passionate about helping organizations become more human-centric, holistic and efficient. Geeking out on orchestrating experiences. Diving into balanced, ethical, accessible AI!

Taplio

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