Projects

Automated KPI Reporting for Sales Leaders

Summary

I replaced manual reporting with an automated KPI reporting layer that gave sales leaders clearer visibility and a better decision cadence.

What Changed

I aligned KPI definitions with leadership needs, built reporting views that reduced ambiguity, and automated recurring reporting workflows to minimize manual effort. The result was a calmer system that stayed consistent over time.

Why It Mattered

Leaders made decisions faster, reporting overhead dropped, and pipeline conversations became less about “whose spreadsheet is right” and more about action.

Data Integrity & Security Response (Cozy Bear Incident Context)

Summary

I supported sensitive work during a security context by focusing on data integrity, correct ownership, and reliable system handling.

What Changed

I helped identify and handle duplicate and at-risk records correctly, coordinated across IT and security stakeholders, and supported cleanup workflows to restore system trust.

Why It Mattered

Risk reduced, correctness improved, and teams could operate with confidence that the system reflected reality.

Lead Routing Overhaul in Dynamics 365

Summary

I improved speed-to-contact by redesigning EMEA routing logic and automating assignment and notifications.

What Changed

Routing rules were aligned to real ownership, automated workflows reduced manual fixes, and exceptions were handled cleanly to prevent repeated misroutes.

Why It Mattered

Leads reached the right reps faster, fewer opportunities were lost in handoffs, and the selling rhythm became smoother.