Recently Completed Engagements

Conducted a benchmark study involving sales data analysis of approximately 10 years of sales data and around 3,000 unique manager profiles. This study aimed to determine high, median, and low-end performances across various manager archetypes, while also considering client engagement and the transition of training directives within our project management model.

Transitioned ISO-certified training directives into modern training packages, including robust SCORMs and videos, enhancing client engagement and aligning with our project management model while ensuring effective sales data analysis throughout the training directives transition.

I cleaned up and formatted an existing volunteer tracker to enhance client engagement and provide improved insights, branding, and usability for various department leaders, all while aligning with our project management model and facilitating the transition of training directives through effective sales data analysis.

Determined optimal pricing points per product based on patient affordability, profit margin, and standardized unit pricing while ensuring effective client engagement. This process accounted for membership pricing discounts, varying treatment plans, and different procedural costs, all within a structured project management model informed by thorough sales data analysis and guided by training directives transition.

Developed a user-friendly and highly-granular sales management web app that enhances client engagement by tracking sales rep performance on a daily basis. This tool not only improves manager oversight but also aligns with our project management model, facilitating effective sales data analysis and a smooth transition of training directives.

Developed a flexible and dynamic project management model in Excel that enables leadership to make informed decisions regarding the viability of potential expansion projects. This model integrates various inputs, including client engagement metrics and sales data analysis, while also adapting to training directives transition.