Practical Solutions. Clean Data. Confident Users.
Practical Solutions. Clean Data. Confident Users.
Two-Source HCM/ATS Launch — Manufacturing & Light Industrial Staffing
Services: Implementation Leadership • Data Migration • Training
Summary:
Stepped in eight weeks before go-live to rescue a struggling two-source migration (applicant + payroll exports). Identified and corrected major data issues—including missing, duplicate, and invalid SSNs—while stabilizing workflows and guiding a non-technical leadership team toward structured governance.
Outcome:
Successful on-time launch, cleaner data foundation, stronger adoption, and improved accuracy in weekly payroll exports.
Single-Source ATS/CRM/Back Office — Multi-Vertical Staffing Agency
Services: Workflow Design • Custom Development • Complex Logic Configuration
Summary:
Led a complex single-source migration supporting multiple staffing verticals with unique commission tiers, burden rates, and recruiter assignment rules. Defined and delivered a custom round-robin routing feature allowing recruiters to accept or reject candidates based on workload.
Outcome:
Optimized, division-specific workflows; cleaner financial logic; and a scalable routing system that balanced recruiter workloads and boosted fill efficiency.
Post-Go-Live System Stabilization — OT/PT/SLP for School Districts
Services: Customer Success • Reporting • System Optimization
Summary:
Brought in after go-live to address performance frustrations, credential tracking complexity, and monthly timesheet processing that strained the system. Became their dedicated account partner—support, success, and account management—while collaborating with the CFO to build custom financial reports replacing accounting system integration.
Outcome:
Stabilized system performance, improved credential compliance, delivered fully customized financial reporting, and restored trust after a difficult initial rollout.
🩺 HEALTHCARE STAFFING ATS/HCM IMPLEMENTATION SUMMARY
Full ATS/HCM System Implementation — Nurses & Allied Health
Services: Implementation Management • Data Migration • Compliance Configuration • Training & Go-Live Support
Summary:
Led the full implementation of a healthcare-focused ATS/HCM platform for a staffing agency requiring strict credential tracking, HIPAA-compliant access, and advanced scheduling including split shifts. Guided the client through discovery, data cleanup and migration, validation cycles, workflow configuration, and multi-team training to prepare for a complex operational rollout.
Outcome:
Delivered 100% accurate credential data at go-live, implemented compliant role-based access, and enabled smooth split-shift scheduling without manual workarounds. Improved scheduling efficiency and compliance visibility, achieving a stable, on-time launch with strong user adoption.
📈 SALES DASHBOARD MODERNIZATION SUMMARY
BI Tool Evaluation & Reporting Consolidation — Manufacturing Sales Team
Services: Data Analysis • Tool Evaluation • Dashboard Development
Summary:
Brought in to help the Sales Department reduce heavy reliance on multiple spreadsheets caused by partial ERP adoption. Evaluated and compared mutiple tools, recommended the best-fit platform, and built a unified dashboard showing shipment requirement dates, sales by category, salesperson performance, and overall sales trends.
Outcome:
Eliminated redundant spreadsheets, automated key reporting updates, improved data accuracy, and provided leadership with a clear, real-time view of sales and shipment activity.