JD Digitalization Project Highlights
Starting 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.
Transition from Spreadsheets
Organization: Progressive Policy Insitute
Mapped spreadsheet-to-CRM transition by mapping workflows and data needs. Researched and scoped CMS tool recommendations. Led the implementation of HubSpot.
Better reports 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.
Streamline all operations needs
Organization: BetaNYC Associate Board
BetaNYC’s Associate Board, wrote bylaws and workflow documentation. Built a Google Sheets task manager to streamline volunteer operations.