These case studies show how I approach recurring reporting, data workflow, and custom data problems - from understanding the bottleneck through implementation, delivery, and handoff.
Reporting Automation
A recurring executive reporting process required dozens of hours of manual work each month across APIs, CSV files, website screenshots, Excel, and PowerPoint. I designed and built a Python-based workflow automated the process from data collection to delivery, reducing report generation from days to about 20 minutes.
View Case Study →Data Workflow Improvement
A large enterprise client needed to move decades of equity-plan history from a legacy platform into a new production system without compromising financial or transactional integrity. I managed a validation-first migration process using T-SQL identified and remedied historical inconsistencies before migration then reconciled balances, transactions, and financial totals after transformation.
View Case Study →Custom Data Solutions
Executive stakeholders had proposed dozens of new reporting fields, but the organization first needed to understand what its existing data could reliably support. I evaluated each request for feasibility and effort, documented available and missing data, and provided SQL logic and requirements that helped leadership prioritize immediate reporting needs and longer-term development.
View Case Study →The specific technologies vary, but the goal is usually the same: reduce repetitive work, make data processes more reliable, and build solutions that are practical for the people who need to use and maintain them.
Projects are scoped around the actual workflow rather than a particular tool or platform, with an emphasis on clear deliverables, maintainability, and handoff.
If you have a reporting process, data workflow, or custom data challenge that could benefit from a more reliable solution, get in touch.