Case Studies

Reconciling Membership Lists

Challenge: I volunteered within a nonprofit membership organization and discovered various membership lists between multiple interfaces. It was not clear who was a current paid member and who was not.

Process: I led a small group to compare all membership lists and determine which members were current. We created a master membership list that captured all the fields needed. At the same time, we were working with an outside consultant to build a new website for this membership organization. As part of that process, we defined the workflow requirements needed for new members joining and existing members renewing their membership. We defined the necessary updates for existing interfaces and identified the needed notifications.

Outcome: When new member join or existing members renew, they are automatically added to the organization’s mailing list. In addition email notifications are sent to the member and the volunteers maintaining the membership list. As a result, the organization has an up-to-date membership list that requires minimal maintenance.

Establishing Benchmark Metrics

Challenge: The newsroom wanted to establish baseline metrics regarding voices within on-air content.

Process: I met with the executive sponsors to learn what questions they wanted to answer. Using those questions, I established a tracking spreadsheet to gather metrics and defined procedures to objectively gather those metrics. Using the Agile Methodology, I showed process in iterations and brought forth issues that needed to be addresses based on the data available.

Outcome: I helped the executive sponsors present baseline metrics to the newsroom. I wrote procedures so that any staff member could complete the analysis in a consistent manner going forward.

Replacing a Legacy System

Challenge: The organization had funding management software in production for more than 20 years. The software was not allowing them to innovate workflows and provide a better experience to the applicants.

Process: The software impacted the daily workflow and processes of multiple units. A cross-unit team met bi-weekly to establish high-level requirements for a future system. This team also defined the current pain points and ideal workflow and processes. Addressing these items, I helped to identify potential software platforms and set up demos of those systems.

Outcome: The team determined that they needed two separate systems: one to manage the funding workflow and one to track and service the loans being awarded. I continued to lead both teams as they selected the new software for each use case. I worked with team members to help configure the software to their requirements as well as innovate the existing workflow. Both use cases had an external portal for applicants and awardees. I worked with the teams to make those portals as user-friendly as possible.