Case Studies

Operations Portfolio

Process design, project governance, change management, and operational infrastructure across agency and consultancy environments.

Served as Senior Operations Project Manager and Project Lead across agency and consultancy environments — building the operational systems, governance frameworks, and team infrastructure that enabled consistent execution at scale. Partnered directly with VPs, directors, and cross-functional teams to identify inefficiencies, align operational initiatives with business objectives, and translate complex challenges into clear roadmaps — embedding sustainable improvements into day-to-day workflows and maintaining stakeholder alignment through periods of growth, change, and organizational evolution.

Process Design & Optimization
Designed scalable workflows, RACI frameworks, QA systems, and dashboard infrastructure to standardize execution and eliminate operational drag across 100+ client accounts.
Change Management
Led organizational change initiatives including agency acquisition integration, cross-channel workflow restructuring, and outsourced staffing transitions — maintaining business continuity throughout.
Compliance & Risk Management
Built QA frameworks, security protocols, and escalation systems that achieved $0 make-goods, zero security breaches, and a 60% improvement in issue resolution time.
Training & Knowledge Systems
Developed comprehensive onboarding programs, training workshops, and knowledge hubs that reduced new hire ramp time by 66% and cut document search time by 50%.
Methodologies
Agile Hybrid Kanban Scrum Six Sigma Waterfall
Key Tools & Platforms
Asana ChatGPT Claude ClickUp Fathom Google Docs Google Drive Google Forms Google Sheets Google Sites Google Workspace HubSpot LastPass Lattice Loom Microsoft Office Microsoft Teams Monday.com Notion Salesforce SharePoint Slack Supermetrics Tableau Trello Workday Wrike Zapier Zoom
01
Process & Operational Efficiency
Process & Operational Efficiency
RACI Framework Implementation
The Challenge

The organization lacked a clear framework to define roles and responsibilities across accounts — creating accountability gaps, confusion in project execution, and inconsistent onboarding experiences for new team members joining active client portfolios.

Approach
1Developed and standardized RACI documentation across all accounts and campaign workflows to clearly define ownership at every stage of execution.
2Conducted department-wide training sessions to ensure all team members understood their roles, responsibilities, and escalation paths.
3Created a centralized Google Drive repository with quarterly review cycles to keep documentation current as team composition and account structures evolved.
Results
  • Increased accountability through clearly defined task ownership across all accounts
  • Faster project execution driven by streamlined collaboration and elimination of role ambiguity
  • Improved new hire onboarding — RACI documentation provided immediate clarity on team dynamics and responsibilities
30%faster account manager ramp-up time
MethodologyWaterfall
Duration2 Months
Tools
Google Workspace
Process & Operational Efficiency
Account Transition System
The Challenge

Client handovers lacked consistency — creating service disruptions, knowledge gaps, and coverage risks during team member changes or planned PTO, with no standardized process to ensure continuity of client service.

Approach
1Developed a comprehensive transition checklist covering client history, active campaigns, reporting requirements, key contacts, and outstanding action items.
2Standardized documentation templates in a shared drive paired with a structured handover meeting framework to facilitate knowledge transfer between outgoing and incoming managers.
3Integrated an approval workflow to verify all transition requirements and quality standards were confirmed before handover completion.
Results
  • 30% faster ramp-up time for incoming account managers
  • Reduced errors and missed deliverables during account transitions
  • Improved internal alignment and collaboration on client needs
  • Increased client satisfaction with seamless, low-disruption handovers
Process & Operational Efficiency
Consolidated Performance Dashboard
The Challenge

Disjointed reporting systems required manual data pulls and provided limited visibility into staffing capacity, client satisfaction, vendor contract fulfillment, and progress toward business goals — slowing decision-making and consuming significant management time.

Approach
1Analyzed existing data sources and mapped key data points across media platforms, HR systems, and Salesforce CRM to design the end-to-end data flow architecture.
2Partnered with IT, HR, sales, and directors to align objectives and define dashboard views that surfaced actionable insights at the right level for each stakeholder group.
3Consolidated and automated data pipelines to refresh the Tableau dashboard daily and hourly, integrating media performance, employee capacity, and client satisfaction data in one view.
Results
  • 75% reduction in time spent manually pulling and compiling data
  • 90% of project goals achieved within timeline and scope
  • Real-time visibility into employee capacity, account assignments, and departmental KPIs
  • More productive management meetings — greater focus on strategy over status updates
90%of project goals achieved
MethodologyAgile
Duration3 Months
Tools
JavaScriptGoogle SheetsSalesforceSupermetricsChatGPT
Process & Operational Efficiency
Automated Account Alert System
The Challenge

Account managers relied on manual monitoring to detect budget underspending, contract fulfillment gaps, and performance declines — a reactive approach that allowed issues to escalate before teams could act, increasing client risk and management burden.

Approach
1Developed a custom JavaScript automation integrating Google email with media buying platforms, Salesforce, and Supermetrics to trigger threshold-based alerts across budget pacing, contract fulfillment, and performance metrics.
2Configured real-time email notifications to route alerts to the appropriate team members the moment accounts required intervention, with a priority ranking system to escalate critical issues.
3Iterated on alert thresholds and notification logic through agile sprints, incorporating team feedback to refine accuracy and reduce alert fatigue over time.
Results
  • 90% of project goals achieved — 7.5% above performance target
  • Improved forecasting accuracy — teams proactively adjusted strategies before issues escalated
  • Streamlined account management workflows, reducing time spent on manual monitoring
  • Fewer client escalations through earlier detection of budget and performance issues
02
Change Management
Change Management
Agency Acquisition Integration
The Challenge

Following an agency acquisition, a smooth initial transition was needed to integrate teams, platforms, and security protocols while maintaining full workflow continuity until finalized integration plans were in place.

Approach
1Conducted stakeholder sessions with VPs and directors to gather requirements, align expectations, and build a phased integration plan across technology, teams, and security protocols.
2Audited platform access and implemented an access control framework ensuring data protection compliance prior to full integration.
3Facilitated employee onboarding, mapped workflows to the parent agency's structure, and ensured no disruption to active client campaigns throughout the transition period.
Results
  • Zero security breaches through controlled access management
  • No downtime or disruption to active client campaigns
  • Security risks reduced via access control framework
  • Phased integration plan delivered within defined scope and timeline
25%reduction in rework & misaligned assets
MethodologyAgile
Duration3 Months
Tools
Google FormsGoogle WorkspaceSlackWrike
Change Management
Cross-Channel Collaboration Framework
The Challenge

Siloed communication and misaligned workflows between advertising channels were blocking knowledge sharing, degrading campaign execution quality, and preventing cross-channel testing opportunities that could benefit clients.

Approach
1Audited workflows and held cross-functional stakeholder interviews to map pain points and collaboration gaps across all media departments.
2Developed a standardized process for sharing platform updates and built a centralized resource hub with creative specs, campaign benchmarks, and cross-channel strategies.
3Implemented bi-weekly cross-functional syncs and a formal knowledge-sharing cadence to keep all media teams aligned on learnings and testing opportunities.
Results
  • 25% reduction in rework and misaligned assets across departments
  • Increased adoption of best practices and innovative strategies across all channels
  • Positive client feedback on a more cohesive, integrated marketing strategy
Change Management
Creative & Social Team Collaboration Framework
The Challenge

Misaligned workflows and communication gaps between the paid social and creative teams were causing project delays, inaccurate scoping, and suboptimal creative outcomes — with no shared process or accountability structure in place.

Approach
1Reviewed existing workflows and conducted stakeholder surveys across social and creative teams to identify bottlenecks, misalignments, and gaps in requirements documentation.
2Developed RACI documentation with clear expectations for both teams and created standardized creative requirements with automated timelines, dependencies, and built-in buffers for anticipated risks.
3Conducted cross-team training on the new process and shared updated workflow presentations with the sales team to support cross-selling of creative and social services.
Results
  • 25% reduction in scope changes and rework across social and creative workstreams
  • New RACI documentation with clearly defined expectations for both teams
  • Automated project timelines with dependency tracking to surface delays proactively
  • Continuously updated creative requirements documentation adopted as a standing process
20%improvement in client satisfaction scores
MethodologyWaterfall
Duration2 Months
Tools
LatticeWrike
Change Management
Structured Communication & Escalation Plan
The Challenge

Without a standardized communication process, information sharing between managers and their teams was inconsistent — resulting in missed escalations, unaddressed client issues, and delayed resolution across accounts.

Approach
1Established bi-weekly management meeting agendas focused on key updates, escalations, and strategic discussions — with a structured talking points template for managers to cascade critical updates to their teams.
2Implemented a centralized dashboard to track client issues, performance trends, and team feedback in real time, giving leadership earlier visibility into potential concerns.
3Created a manager training module on effective communication and escalation procedures, with documentation for ongoing reference if similar patterns emerged.
Results
  • 20% improvement in client satisfaction scores through increased issue visibility
  • Standardized reporting improved managerial efficiency and accountability
  • Greater cross-functional collaboration reduced time to resolve client issues
  • Created documentation for future reference when similar issues arise
Change Management
Outsourced Staffing Integration
The Challenge

The agency's decision to outsource certain operational tasks required careful impact assessment, risk identification, and structured integration to maintain service quality and team morale through the transition.

Approach
1Supported the vetting process for outsourcing partners based on performance compatibility, and conducted an impact assessment to identify which functions could be outsourced without disrupting operations.
2Created an onboarding framework with clear roles, expectations, and training materials for outsourced staff — ensuring quality and consistency from day one.
3Established a performance monitoring system with regular assessments and defined contingency plans for underperformance scenarios to protect operational continuity.
Results
  • 20% task reallocation to outsourced partners, freeing internal teams for higher-impact work
  • Reduced employee workload stress and improved team focus
  • Outsourcing model refined for scalability — future expansion possible with minimal friction
  • Service quality maintained through clear performance standards and regular assessments
03
Compliance & Quality Assurance
Compliance, Risk & Quality Assurance
Agency-Wide Quality Assurance System
The Challenge

Inconsistent QA processes across a 100+ client portfolio created accountability gaps, recurring errors, and significant manager oversight burden — with no standardized mechanism to track completion or catch issues before they resulted in costly make-goods.

Approach
1Assessed Wrike capabilities and built automated intake forms that generated platform-specific QA checklists based on campaign type — auto-assigning team members upon intake form submission.
2Selected a pilot group covering major client types, expanded to all accounts with RACI documentation, and built a reporting dashboard to monitor task completion status and flag bottlenecks.
3Implemented alert notifications for missed or upcoming tasks and created talk tracks for managers to use during team check-ins to drive adoption and continuous improvement.
Results
  • $50K in annual cost savings through elimination of make-goods and rework
  • $0 make-goods goal achieved across all accounts
  • Auto-generated, customized checklists assigned automatically after intake
  • Standardized QA processes scaled across 100+ client accounts
60%improvement in issue resolution time
MethodologyAgile
Duration2 Months
Tools
Microsoft OfficeSlackTableauWrike
Compliance, Risk & Quality Assurance
Tiered Escalation Management System
The Challenge

Without a structured escalation process, high-priority client issues were inconsistently routed, resolution timelines were unpredictable, and insufficient documentation made it impossible to identify and address recurring patterns.

Approach
1Designed a tiered escalation matrix defining severity levels, response timelines, and escalation paths for each issue type — ensuring the right team member received the right issue at the right time.
2Created a structured incident reporting workflow to enable thorough documentation and root cause analysis, integrated with automated routing in Slack and Wrike.
3Established bi-weekly post-mortem reviews to identify patterns, systemic causes, and opportunities to prevent recurrence — feeding findings back into process improvements.
Results
  • 60% improvement in resolution time — high-priority issues addressed within 24 hours
  • Reduced client crisis escalations through earlier, proactive issue identification
  • Increased client satisfaction through faster, more transparent issue resolution
  • Recurring patterns identified and addressed through structured post-mortem reviews
Compliance, Risk & Quality Assurance
Agency Security Protocol Implementation
The Challenge

Evolving privacy regulations and the risk of account fraud required a proactive, structured approach to agency security — replacing ad hoc practices with standardized protocols, accountability mechanisms, and clear emergency response procedures.

Approach
1Consulted with IT and reviewed platform compliance requirements to compile security standards, surface gaps, and build an actionable implementation roadmap.
2Created a two-factor authentication check-in process tracked through Wrike, and developed an emergency response protocol covering breach communications, escalation paths, and preventative measures.
3Conducted security training for all employees across manager and team-member levels, with two-person approval required for all new enterprise or account access requests.
Results
  • 0 major security incidents following implementation
  • 70% improvement in response time — suspicious activity detected within 24 hours
  • Quarterly 2FA reviews and monthly access list audits embedded as standing processes
  • Two-person approval process established for all new enterprise or account access
04
Training & Documentation
66%reduction in new hire onboarding time
MethodologyAgile
Duration12 Months
Tools
Microsoft OfficeMonday.comSharePointWorkday
Team Training & Documentation
Employee Onboarding Program
The Challenge

New employee ramp-up timelines were long and inconsistent — limiting early performance and client impact while placing a heavy mentorship burden on experienced team members during a period when the agency was scaling rapidly.

Approach
1Compiled feedback from existing and new employees to identify content gaps and guide curriculum development — ensuring training addressed real-world challenges from day one.
2Developed a multi-format curriculum covering beginner to advanced content with platform standards, best practices, and tool utilization — tailored for audio, visual, and written learners with embedded quizzes at each phase.
3Built KPIs and readiness gauges as prerequisites before employees performed client-facing tasks, and created an online storage hub to house all content with version control for ongoing updates.
Results
  • 66% reduction in employee ramp-up time (4.5 months → 3 months → 1.5 months)
  • 35% improvement in project success rates following program rollout
  • Program expanded to all departments agency-wide after initial launch
  • Quizzes and readiness milestones validated comprehension at every stage
Team Training & Documentation
Ongoing Training Workshop Program
The Challenge

Knowledge and skill gaps were limiting employee autonomy and slowing their ability to independently address client needs — while underdeveloped cross-functional relationships between departments were creating friction in project execution.

Approach
1Conducted intake surveys to identify training needs and prioritize skill gaps across teams, ensuring workshops addressed the highest-impact areas first.
2Partnered with Subject Matter Experts (SMEs) to lead monthly department-wide workshops, ensuring content accuracy and real-world applicability — with recorded sessions and documentation added to a growing resource library.
3Established a certification program for specialized training areas to drive professional development and track required platform certifications across the agency.
Results
  • 80% of employees engaged in at least two training sessions per quarter
  • Increased cross-functional collaboration leading to more effective project execution
  • Higher employee retention and satisfaction — team members felt more supported in their growth
  • Certification program embedded platform training as a standing professional development track
50%reduction in time spent searching for documents
MethodologyHybrid
Duration5 Months
Tools
Google DriveGoogle SitesWorkdayWrike
Team Training & Documentation
Centralized Knowledge Hub
The Challenge

Employees spent significant time searching for documents, relying on internal email threads for process information, and working from outdated resources — slowing execution, creating inconsistency, and draining time that should have been focused on clients.

Approach
1Built a Google Site connected directly to Google Drive for seamless document retrieval — cleaning, restructuring, and archiving existing Drive content with tagging and search functionality for easier navigation.
2Integrated a live Google Doc that automatically pulled in the latest industry articles, platform updates, and internal guides to keep the hub current without manual intervention.
3Created a contribution process for managers and SMEs to submit helpful resources, with governance policies ensuring documentation remained accurate and up to date over time.
Results
  • 50% reduction in time spent searching for documents
  • Decreased reliance on internal email for document requests — freeing time for strategic work
  • Increased adoption of standardized templates, improving workflow consistency
  • Enhanced knowledge retention and self-service capabilities across teams
Team Training & Documentation
Process Documentation Library
The Challenge

Inconsistent process documentation and a disorganized resource library were causing employees to duplicate work, spend time on redundant inquiries to managers, and execute tasks without clear, accessible guidance — creating inefficiency at every level.

Approach
1Audited the existing Google Drive and rebuilt the resource library with intuitive navigation, a new file naming convention, and archived outdated materials that were creating confusion.
2Developed step-by-step process documentation with separate versions for employees and managers, including screenshots throughout — along with automated onboarding and offboarding checklists.
3Integrated a feedback mechanism for employees to suggest improvements, and defined governance policies to ensure documentation remained accurate and current as processes evolved.
Results
  • 30% reduction in documentation creation time through reusable templates
  • Faster document retrieval through reorganization and a standardized naming convention
  • Fewer employee inquiries to managers — returning time for strategic planning
  • Step-by-step instructions with screenshots standardized across all department processes