Data-Driven Initiatives

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Power Apps

Microsoft

Developed innovative solutions to:

- Measure productivity

- Simplify data collection

- Enhance reporting capabilities

- Increase quality of case submissions

PowerApps Created:
- TAA Bank Change Submissions

- Audits-Billing-CPR Timecarding

- TAA Clock Team Quality Assurance

- TAA ISG Timecarding

- FY25 OT Roll-Up

Developing Data Sources

Salesforce & SharePoint

Successful business inspection is dependent on the detail and quality of the data sources. Customization of the system, objects, and fields leveraged during SOPs is where it starts.

Data Source Projects:

- TAA Clock Team

Salesforce Case Record

- TAA Billing Orders Ops

Salesforce Case Record

- 5505 Audits Team

SharePoint

- TAA ISG Partnership Survey

MS Forms

Power BI

Microsoft

Compiling data to display in a digestible, comprehensive format to evaluate both business and employee performance.

Dashboards:

- FY25 OT Roll Up

- TAA ISG

- Clock Team

- ABC Timecarding

- Audits

TAA Clock Team

Establishing a New Team

Building the TAA Clock Team was an all-inclusive experience. Accomplishing this task required:

Analyzing data to prove a need for the team
Evaluating staffing needs based on historical volume reporting
Developing customized Salesforce objects, email templates, queues, and workflows
Creating SOPs & resources
Beta testing system set up & processes
Communicating & training stakeholders for service readiness
Establishing reports and business inspection tools in Salesforce & PowerBI