Professional work

Decisions and delivery, in context.

Explore the business problem, my responsibility, and the outcome. Start with the selected cases or follow a focused path into the evidence.

Selected cases

Freight / enterprise reportingPlanning and initial proofs of concept completed during my involvement

SAS-to-Azure reporting migration

Led cross-team planning for a 170-report SAS estate, secured VP sponsorship, and helped colleagues develop Power BI reports through live Office Hours.

My role
Project lead for a cross-team group of about ten
Result
The effort gained VP sponsorship, a complete 170-report inventory, cross-team technical direction, and initial Power BI proofs of concept.
Read the case : SAS-to-Azure reporting migration
Accounting / enterprise reportingRecommendation accepted; broader development moved to enterprise IT

SAP BusinessObjects migration assessment

Led an Accounting migration assessment that showed why Power BI alone could not support most of a much larger BusinessObjects reporting estate.

My role
Project lead and team Scrum Master; later Accounting business lead
Result
The VP accepted my recommendation to change course. Enterprise IT took on the broader solution, and I became the Accounting business lead.
Read the case : SAP BusinessObjects migration assessment
Enterprise / contribution reconciliationMonthly aggregation and reconciliation automated

401(k) reconciliation automation

Designed automation to aggregate and reconcile monthly 401(k) contribution totals across 30 source files.

My role
Workflow designer and analytics developer
Result
Monthly contribution aggregation and reconciliation ran automatically across 30 source files, replacing manual calculations.
Read the case : 401(k) reconciliation automation
External organization / analytics enablementAnalysis and guidance delivered; future capture process recommended

Ministry analytics enablement

Turned manually maintained ministry data into corrected reporting inputs, a leadership presentation, and practical guidance for recurring metrics.

My role
Analytics and stakeholder-facing delivery
Result
Delivered corrected reporting inputs, a leadership presentation, a validation memo, and guidance for data capture and recurring metrics review.
Read the case : Ministry analytics enablement

More professional work

Models and shared reporting practices.

Enterprise / portfolio reportingReporting platform built

Portfolio governance platform

Linked SharePoint intake and modeled project activity to Power BI measures for a more consistent portfolio view.

My role
BI and workflow reporting designer
Result
The platform standardized reporting inputs and gave leadership a more consistent view of portfolio activity.
Read the case : Portfolio governance platform
Enterprise / modeling proof of conceptModeling proof of concept

Revenue accounting model

Designed proposed fact and dimension structures around business grain for Power BI revenue accounting reporting.

My role
Analytics model designer
Result
The proof of concept defined a direction for reusable metrics and Power BI relationships.
Read the case : Revenue accounting model

Continue the conversation.

Discuss the delivery challenges behind these cases and how they relate to your team.