🚀 Digital Transformation Strategy¶
I lead initiatives that turn legacy, spreadsheet‑driven workflows into cloud‑native, API‑connected systems. My north star: deliver measurable impact that finance and operations teams adopt without friction—complete with audit trails, real‑time reporting, and sustainable governance.
🧭 Strategic Focus Areas¶
| Focus | What I Deliver |
|---|---|
| Process Modernization | Map legacy flows → eliminate manual steps → redesign for scale, auditability, and clarity |
| Tool Evaluation & Selection | Score vendors on native integrations, governance controls, UX, and automation potential |
| SaaS Integration | Tie together NetSuite, Ramp, Box, Vena, and Smartsheet via REST APIs, SuiteScript, or low‑code connectors |
| ERP Governance | Enforce GL rules, approval chains, and audit standards directly in NetSuite |
| Product & UX Design | Capture requirements, diagram workflows in Visio, and wireframe UI concepts in Balsamiq |
🔑 Core Transformation Tech Stack¶
| Category | Tools |
|---|---|
| ERP & Finance | NetSuite, Vena, Ramp |
| Automation | Python, Power Automate |
| Collaboration | Smartsheet, Outlook, Teams |
| Design & Mapping | Visio, Balsamiq |
| Documentation | MkDocs + GitHub Pages |
💳 Accounts Payable Transformation (Ramp → NetSuite) — In Progress¶
| 📌 Area | ⬅️ Before | ➡️ After (Target) |
|---|---|---|
| Transaction Coding | Manual in spreadsheets | Coded at source in Ramp |
| ERP Sync | CSV uploads | Near‑real‑time native sync |
| AP Aging | Static Excel tracker | Ramp dashboard |
| Close Effort | Heavy, error‑prone | ~40 % effort reduction |
My Role
- Ran requirements workshops and product research
- Documented current‑state Visio swimlanes, highlighting pain points
- Built field‑mapping doc and sandbox integration plan
- Cleaning historic data and leading UAT for production cutover
Tools — Ramp Plus • NetSuite • Excel • Smartsheet • Visio • Balsamiq
📦 Forecast File Intake Streamlining (Box → Vena)¶
| 📌 Metric | Result |
|---|---|
| File‑ingestion failures | ↓ by ~50 % (naming misalign & template drift resolved) |
| Submission visibility | Near‑real‑time via Smartsheet dashboard |
| Forecast cycle time | Shortened by 1 business day per cycle |
Contributions
- Visio diagram of intake flow and failure modes
- Standardized Box folder structure + naming conventions
- Smartsheet tracking form & dashboard for submission status
- Coordinated Vena template alignment with Finance
🌐 Docs‑as‑Code Portfolio Site¶
| Layer | Details |
|---|---|
| Generator | MkDocs 1.6 + Material 9.x |
| Plugins | awesome-nav, search, social, minify, git-revision-date-localized, redirects, admonition, pymdown-extensions, mdx_math |
| CI/CD | Deploy workflow → mkdocs build → gh-pages; GitHub Pages auto‑publish |
| Outcome Metrics | Build < 10 s • Output ~2 MB • Hosting cost $0 |
Why it matters: PR‑based docs, zero runtime footprint, fully auditable change history—an example of treating docs like code.
🛠️ Custom Automation Utilities¶
| Utility | Purpose | Outcome |
|---|---|---|
| CalPERS XLSX → XML | Convert pension spreadsheets to county‑standard XML | Manual re‑entry eliminated |
| Box → Smartsheet Indexer | Auto‑catalog docs & push metadata to Smartsheet | Live inventory dashboards |
| NetSuite CSV Pipeline | Clean & transform exports | Faster month‑end; fewer posting errors |
| Outlook → Smartsheet Tickets | Create tickets from emails | 300 + requests triaged monthly |
| Onboarding Tracker | Populate Smartsheet from Teams/Outlook | Improved SLA adherence |
🧠 Transformation Playbook¶
- Ramp Up Quickly — Learn unfamiliar platforms and ecosystems in days, not weeks, to lead implementation without external consultants.
- Map current‑state workflows in Visio
- Interview stakeholders—capture pain, edge cases, and compliance needs
- Score tools for native APIs, governance, UX, and automation potential
- Wireframe target UX in Balsamiq; validate with end‑users
- Build minimal sandbox integration; cleanse data; iterate
- Document with MkDocs; track changes via Git PRs
- Roll out & Monitor adoption, KPIs, and audit logs
📈 Measured Impact¶
- 🕒 20 + hours/week cut via serverless ETL
- 🤖 100 + dev‑hours/month reclaimed by AI‑assisted workflows
- 🧾 300 + finance users rely on automated AP and forecast pipelines
- 📊 Forecast ingestion failures ↓ ~50 % after Box → Vena standardization
For diagrams, data dictionaries, or a deep dive into any transformation, contact me →