Category / Architect / Presenter / Writer

Designed a solution for my own or someone else’s problem

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  • Content Delivery Strategies

    for Wudang Research Association at Advanced Learning Institute I was invited to present at the ALI Content Strategies workshop in Chicago. ALI wanted to include case studies that highlighted content management strategies and methods. I had recently completed a full redesign of wudang.com  using Drupal 7 with a responsive theme. The tactics for the implementation were quite…
  • Home Health Services Portal

    for Tactical Management A provider of home health care services, the company had been successfully managing schedules and patient appointments using a collection of tools. The CEO wanted one platform that could be used for everything from screening new patients for appointments to handling medical records received from field nurses. He was looking for a…
  • Workflow Automation

    for the US Navy This training was part of the technology transfer in conjunction with development of some SharePoint workflows. The project was part of a process management and reporting initiative. Process tracking was key and SharePoint was identified by leadership as the platform. Once the design and initial development was complete, the internal development…
  • Cloud Services Portal

    for Our Global Office Our Global Office was an early hosted SharePoint solution. The Australian company behind it, Sensory7, had been implementing SharePoint for their customers. They wanted to produce a suite of customized SharePoint solutions that would enhance their offerings. Each SharePoint solution was designed as a jump-start for a particular business need. The…
  • IT Governance Portal

    for Aflac The corporate CIO wanted to establish portal within the company SharePoint environment that would provide access to all the major documents produced by the IT organization. He wanted to combine that with a working governance model using well-defined metadata to tag and classify the files. His Senior VP asked that the portal be…
  • User Interface Wireframe

    for Tech Hero The company had developed a comprehensive suite of online management tools for their Franchisees. The components included CRM (Customer Relationship Management) tools, Inventory Management, Ordering, Invoicing, a Payment Gateway and Service Call Management along with collaboration and various reporting tools. During the initial training, franchisees reported their staff had lots of questions…
  • Customer Support Workflow

    for Self-Solutions The client wanted an automated SharePoint workflow to manage their customer support request process. They had outlined the business process, who should be notified and the reporting needs. What they had not done was consider that the system (not a person) had to perform the process. The key difference between a manual process…
  • MediaWiki Portal

    for EA Tiburon The development teams at EA needed a dynamic project management portal to match their environment and help promote the exchange of knowledge among team members and among teams. A Wiki could provide the basic capabilities. They needed to establish an appropriate framework. It had to match their corporate standards, adhere to the defined…
  • Procedures and Training Portal

    for Office Depot I was creating a new set of SOPs (Standard Operating Procedures) for Office Depot to align with their new Retek software. All teams needed access to the new SOPs, training guides for the software, and the reference guides for the software. The lead trainer had created an online (+PDF) solution to house…
  • Testing Portal and Help System

    for Informix The database engineering testing teams required access to testing tools as well as test results. A basic web page had been developed and was functional. But it was awkward to manage and navigate. The Platform Director wanted an updated look with an easy-to-navigate interface. I created a new portal with a clear, streamlined…