JD Digitalization Project Highlights
Project: begin a data journey
Organization: Progressive Policy Institute
Led organization-wide data discovery to understand data and reporting needs. Mapped out core data needs tailored to team and org-wide goals.
Project: transition from spreadsheets
Organization: Progressive Policy Institute
Mapped spreadsheet-to-CRM transition by mapping workflows and data needs. Researched and scoped CMS tool recommendations. Led the implementation of HubSpot.
Project: reporting and analytics
Organization: Global Student Embassy
Built and maintained organization-wide Salesforce dashboards and reports to track key metrics across programs and fundraising. Provided executive leadership and staff with real-time insights.
Project: operations support
Organization: Nurtured Home Cleaning
Optimized CRM workflows using Zapier and other no-code tools to reduce manual tasks and improve client communication.
Organization: BetaNYC Associate Board
BetaNYC’s Associate Board, wrote bylaws and workflow documentation. Built a Google Sheets task manager to streamline volunteer operations.