Behind every deliverable is a story: a challenge to solve, a process to refine, and a result that drives measurable improvement. These case studies highlight how I’ve applied technical communication, project facilitation, and strategy to improve clarity, strengthen collaboration, and advance organizational goals across healthcare, higher education, and nonprofit settings.
Centralized SharePoint & Power App Solution (J P Systems, 2018–2025)
Overview
The Clinical Data Quality (CDQ) team at VA struggled with siloed project tracking and limited collaboration due to ineffective tools.
Challenge
Team members relied on Asana and individualized tracking methods, which weren’t compatible with Government Furnished Equipment (GFE). This led to inefficiencies, fragmented information, and a lack of visibility into project progress.
Action / My Role
Designed and built a SharePoint site with custom project tracking Lists, Power Automate workflows, and an integrated Power App for role-based project views.
Ensured GFE compatibility to support accessibility across VA systems.
Outcome / Impact
Transformed project management with real-time visibility, streamlined reporting, and improved workload distribution.
Enhanced collaboration, reduced administrative burden, and gave leadership tools to monitor alignment with performance goals.
Partner Profile Database (J P Systems, 2018–2025)
Overview
The CDQ team’s partner engagement data was scattered across spreadsheets, creating inefficiencies and duplicated work.
Challenge
Scheduling meetings, analyzing trends, and tracking communications was error-prone and time-consuming. Inconsistent partner data reduced the team’s ability to build strong, informed relationships.
Action / My Role
Designed and developed a custom Microsoft Access database, later migrated to SharePoint for broader accessibility.
Centralized scheduling, communications, and analysis into a single source of truth.
Trained staff and managed adoption to ensure continuity.
Outcome / Impact
Saved the team an estimated 20 hours per week in research and coordination.
Delivered better-informed engagement, more accurate data, and scalable continuity across multiple years of partner relationships.
Authoring Tool Standardization Initiative (RelayHealth, 2012–2016)
Overview
RelayHealth’s technical writing team lacked consistency in authoring tools, leading to fragmented documentation and a diluted user experience.
Challenge
Different teams used disparate authoring tools, creating variations in documentation quality, structure, and branding. End users faced inconsistent navigation and messaging across SaaS products.
Action / My Role
Led evaluation of industry-leading authoring tools.
Recommended MadCap Flare as a unified platform for XML/CSS-driven structured authoring.
- Created a branded MadCap Flare template that standardized layout, styling, and navigation across all product documentation.
Developed a phased migration and onboarding plan for writers across distributed teams.
Outcome / Impact
Enabled writers to produce consistent, branded, high-quality documentation more efficiently.
Improved user navigation and satisfaction while elevating the professionalism of customer-facing materials.
Strengthened brand recognition and trust by ensuring that all documentation reflected RelayHealth’s visual identity and tone.
SharePoint Communication Plan (Georgia Perimeter College, 2005–2012)
Overview
As part of modernizing collaboration at GPC, the Office of Information Technology needed to guide adoption of its new SharePoint platform.
Challenge
Faculty and staff were uncertain about how SharePoint would fit into daily operations. Without clear communications, adoption risked stalling.
Action / My Role
Authored a SharePoint marketing and communications plan to introduce the platform and explain benefits.
Created a SharePoint quick start guide and developer documentation to support both end users and technical staff.
Outcome / Impact
Increased staff confidence in using SharePoint.
Accelerated adoption of collaboration tools that strengthened service delivery for faculty and students.
Community Engagement Reports (Georgia Perimeter College, Institutional Advancement, 2005–2012)
Overview
The Office of Institutional Advancement sought to strengthen ties with donors and the surrounding community through clear and compelling communication.
Challenge
Reports and presentations to stakeholders lacked consistent branding and professional polish, limiting their effectiveness in building trust and engagement.
Action / My Role
Produced branded donor presentations and community engagement reports.
Developed content and layouts that aligned with GPC’s strategic initiatives while enhancing professionalism and readability.
Outcome / Impact
Strengthened relationships with donors and stakeholders.
Supported GPC’s fundraising efforts and reinforced its role in the community.
Research Evaluation Tools (American Heart Association, 1993–1996)
Overview
The Research and Programs Division of the Illinois Affiliate needed better tools to evaluate performance and allocate funding effectively.
Challenge
Regional offices used inconsistent reporting formats, making it difficult to compare program outcomes or make data-driven funding decisions.
Action / My Role
Created performance evaluation tools and reporting frameworks for regional offices.
Produced materials for the Annual Peer Review Summit, where funding and program priorities were determined.
Outcome / Impact
Improved transparency and accountability across the affiliate.
Supported funding of critical cardiovascular research by ensuring decisions were based on clear, consistent data.