Jki-facebook-f Twitter Linkedin-in

Portfolio

Driving Digital Innovation & User-Centric Solutions at Scale

LET'S COLLABORATE

Featured Project

Enterprise CRM Optimization and Legacy

01

Challenge

  • Led a business-critical CRM transformation for a Fortune 500 financial services company
  • Legacy system suffered from poor user adoption (below 45%) and siloed data across 7 departments
  • Manual processes consumed 15+ hours weekly per team across 5,000+ users in 3 continents
  • Complex migration of 1M+ customer records while maintaining business continuity

Solution

  • Conducted 40+ stakeholder interviews to map pain points and requirements
  • Developed phased migration approach with quick wins and minimal disruption
  • Created custom workflow automations eliminating 80% of manual data entry tasks
  • Implemented cross-system integration connecting CRM with 5 enterprise applications
  • Delivered role-specific training to all 5,000+ users

02

Impact

  • Increased user adoption from 45% to 85% within 6 months
  • Delivered $2.1M annual cost savings through process automation
  • Improved data accuracy by 65%, enhancing reporting capabilities
  • Reduced case resolution time by 40% through streamlined workflows
  • Completed migration with 99.9% data integrity

03

Additional Projects

Cross-Platform Integration Hub

  • Connected 5 enterprise systems across 12 global locations
  • Reduced manual reporting by 85% and order processing time by 60%

Global Sales Process Optimization

  • Standardized sales processes across 12 countries with consistent frameworks
  • Decreased sales cycle by 22% and improved forecast accuracy by 35%

User Experience Enhancement Initiative

  • Led comprehensive UX redesign with user research and iterative prototyping
  • Improved task completion rates by 60% and satisfaction scores from 5.2 to 8.7/10

Approach & Methods

01

Discovery & Planning

  • Stakeholder interviews and workshops
  • Process and Value Mapping
  • Technical Assessment
  • Risk analysis

Implementation

  • Agile methodology
  • Change management
  • User testing

02

Success Metrics

  • KPI tracking
  • User feedback
  • System performance
  • Business impact

03

Academic Projects

Twilio Company Analysis

The course provided an introduction to business concepts that are relevant to the software industry and required collaboration among teams to research and report on a technology-focused business from various perspectives. Our final presentation involved sharing our findings and predictions for Twilio, the company we studied.

download

Great Resignation - Interview and Survey Report​

The course provided an introduction to business concepts that are relevant to the software industry and required collaboration among teams to research and report on a technology-focused business from various perspectives. Our final presentation involved sharing our findings and predictions for Twilio, the company we studied.

download
Contact with

Kimberly Barnes

Supported Fortune 500 Client Assessment and Implementation Projects

Love to hear from you, Get in touch 👋