Portfolio

With $420K to disburse to 102 grantees, Swipe Out Hunger relied on a fully manual, error-prone process, from signing physical checks to checks lost in the mail. As a result, these inefficiencies created critical bottlenecks as the organization scaled.

Designed a rule-based automated workflow connecting HubSpot, PandaDoc, Ramp, and Monday.com, replacing every manual step with an integrated system spanning grant award notification through ACH deposit. Trained departments on the new workflow to ensure organizational adoption and continuity.

Replaced manual disbursement process with an end-to-end automated system, reducing processing time by 50%.

Following the award of the SAMHSA Garrett Lee Smith Campus Suicide Prevention Grant, San José State University (SJSU) needed to launch two concurrent initiatives: establishing a mini-grant program to distribute funding equitably and revitalizing a mental health ambassadors program to fulfill grant requirements.

To execute the dual mandate, an RFP pipeline with scoring rubrics was designed to evaluate mini-grant applicants equitably. Simultaneously, partnership MOUs were established with local mental health organizations to recruit and train 12 ambassadors. This network was immediately mobilized during a 7-day suicide prevention event series with the County of Santa Clara, directly connecting students who screened positive for anxiety, depression, and/or substance use to an ambassador for support.

Attracted 60+ mini-grant applicants, awarded 10+ organizations, established 22 cross-sector partnerships, and increased campus event attendance by 12%.

University of Utah (UofU) had 5,784 legacy analog phone lines spanning campus and health clinics facing a hard FCC compliance deadline. The aging infrastructure varied by building and phone type, making a standardized migration complex to sequence without a disruption daily operations.

To manage the complexity without disrupting daily operations, a phased rollout was established by building and phone type based on infrastructure assessments with cybersecurity and network engineering teams. This required facilitating weekly syncs across internal teams and external vendors to track blockers, supported by a newly launched SharePoint site that served as the single source of truth for all project artifacts.

Met the FCC compliance deadline, standardized telecom services and infrastructure across campus and health clinics, and reduced overall telecom costs by almost 15%.

Robert Wood Johnson Foundation (RWJF) sought to understand the collective impact of three interconnected initiatives focused on advancing health equity research by removing systemic barriers in academic environments, representing a ~$18.36M investment to date.

Managed scope, risk, and documentation for the multi-year strategic multi-program evaluation of Health Equity Scholars for Action (HES4A), Transforming Academia for Equity (TAE), and Partners for Health Equity (P4HE), leading weekly team meetings and bimonthly client meetings to maintain alignment. This oversight included attending cross-initiative convenings alongside technical partners, providing direct visibility into how grantees and partner leads were building connections and responding to shared challenges.

Delivered semi-annual reports surfacing cross-initiative patterns and translated findings into actionable recommendations, directly shaping RWJF's ongoing health equity research strategy.

The lack of a standardized onboarding experience for new PMs created inconsistent ramp-up timelines, leaving University of Utah's (UofU) IT PMO unable to predictably reallocate work across the team.

Designed a dual-track 30-60-90 day onboarding program from scratch for both managers and new employees. By utilizing Bloom's Taxonomy to set learning outcomes and build role-specific curriculum, this structured approach accelerated operational readiness for the department by 1 week.

Mirror Group was absorbing avoidable operational overhead caused by manual task tracking, missed deadlines, and inconsistent delivery throughout engagements.

Reduced late delivery and operational overhead by 20% across the portfolio by building deliverable-specific Asana workflows, mapping task dependencies, and automating reminders for teams of 5-7 members.

University of Utah (UofU) had an aging camera storage environment that had recurring issues supporting 6,000+ security feeds, creating hardware reliability issues that compromised safety across campus and health clinic operations.

Led the hardware modernization of a 20-petabyte storage environment, migrating all camera feeds to new hardware and producing the first-ever network topology documentation of campus databases and servers.

When University of Utah's (UofU) legacy conferencing vendor changed its pricing model ahead of contract renewal, the university needed to source and implement an alternative hybrid conferencing solution across 154 campus and clinical rooms.

Reviewed vendor proposals, coordinated demos, and led a cost-benefit analysis before implementing a proof of concept. With the selected vendor, oversaw a phased rollout for both campus and clinical facilities. To support user adoption, managed the development of training materials, knowledge base articles, and in-room reference cards.

Care Solace's lack of a standardized SaaS onboarding process led to inconsistent CRM record-keeping, creating inaccurate data and downstream bottlenecks for cross-functional partners, such as marketing.

Designed CRM playbooks for each onboarding phase, implementing structured data fields to guide the customer success team. Centralizing this data eliminated manual note uploads, ensured record consistency, and reduced time-to-value by 2 weeks per adoption.

University of Utah (UofU) faced rising Microsoft 365 licensing costs and required a sustainable way to allocate licenses across 85,000 students, staff, and faculty.

Created user personas per license type and automated license lifecycle management through identity and access integrations, reducing manual tasks and cutting annual contract costs by 15%. Supported this rollout by securing Change Advisory Board approvals, coordinating targeted communications, and overseeing knowledge base updates for users losing access.

Women's Success Center at Utah Valley University (UVU) faced an increase in scholarship applications and needed more objective, fair, and consistent practices to evaluate applicants equitably.

Revamped scholarship scoring matrices and eligibility criteria to reduce bias in the review process. As a result, the equitable distribution of $500K in private-funded scholarships to 175+ applicants boosted student retention by 17%.

Seeking to answer, "What does learning look like among college students in 2019-2020?", San José State University's (SJSU) College of Education conducted a formal study to amplify student perspectives amid heightened advocacy on campus.

Developed and led a 7-person research team through a photovoice and narrative inquiry study, conducting weekly 1:1s and reporting progress bi-weekly to university leadership. While allocating and managing research equipment for the team, 100% IRB data compliance was maintained throughout the study. Findings were adapted into a publicly available online magazine circulated across campus, a pivot made in response to COVID-19.

Annie E. Casey Foundation (AECF) wanted to unite multi-generational voices among grantees, technical assistance partners, and youth participants on a shared engagement strategy, contributing a replicable model back to the broader field of philanthropy.

Managed multi-stakeholder engagements with 7 grantee organizations throughout a 2-year developmental evaluation of foundation and participant experience, codifying these strategies into an intergenerational engagement playbook.

Care Solace's rapid growth outpaced the capacity of a lean customer success team, with a mix of 85 new and renewing school district contracts requiring onboarding and training sessions for districts, school boards, and parent communities.

Completed nationwide SaaS implementations in strict compliance with FERPA, HIPAA, and local regulatory requirements. Role-specific trainings secured customer success and achieved a 70+ NPS, while monthly account touchpoints drove renewal conversations and upsell opportunities as new features launched.

Mirror Group lacked a standardized definition of project health leaving PMs without a clear method to escalate risks for leadership attention or approval.

Established an Asana risk management framework that paired red, yellow, and green thresholds with clear response strategies and action steps. To streamline escalations, built automations that automatically routed required C-suite approvals based on real-time status designations.

Swipe Out Hunger relied on shared login credentials to access all internal applications, creating data security risks for a nonprofit managing sensitive grantee and financial information.

Secured 30+ applications by deploying Okta Single Sign-On, defining 3 distinct user profiles to configure MFA and role-based access controls. To equip staff to adopt the new system confidently, a comprehensive knowledge base, SOPs, and training videos were built, officially eliminating shared credentials org-wide.

Elevate Youth California (EYC), led by Sierra Health Foundation, sought to enhance its program curriculum with data sense-making and capacity-building content in direct response to grantee feedback.

Defined the scope of technical assistance, subsequently coordinating 5 workshops and 100+ hours of 1:1 coaching sessions. Reduced meeting volume by 60% by introducing comment-based feedback on materials, while actively managing session logistics to ensure accurate billing.