Work Samples
January 2024
The Sales Ops Problem
Sales leaders lacked visibility into case workload and digital services team capacity. This put high-impact issues at risk for delays.
Decisions about staff assignments and project prioritization using a static spreadsheet fell short.
How Anja Solved It
- Replaced a manual spreadsheet with a Gantt visualization built in Power BI
- Integrated Salesforce case data to show:
- Case ownership
- Timeline overlaps
- Team capacity vs incoming demand
- Enabled Premier Success administrators to prioritize high-value cases and plan resources proactively
Result
- Improved visibility into support bandwidth and backlog
- Reduced risk of delays and improved adherence to SLA
- Enabled manager to make faster case workload decisions
April 2023
The Problem
Leadership invested in Salesforce to host the member portal but had no clear insight into adoption, engagement, or sentiment. It was difficult to justify decisions and built a strategy to increase member adoption.
How Anja Solved It
- Diagnosed process gaps impacting CRM data
- Partnered with Operations teams to define KPIs
- Built Power BI dashboards showing:
- User engagement trends
- Sentiment by role and segment
Result
- Leaders gained clearer insight on CRM adoption
- Data points became more reliable
- Informed decisions about how to communicate with members to increase member portal usage
Alex
Wow that was fast.
Tiara
Thanks Anjonette! I appreciate your work on this.
Bryan
This looks great. Thanks so much for your work on this.
October 2022
The Problem
Client-facing teams invested in instructor-led and virtual training without knowing:
- Who was actually completing it
- Whether it tracked to improved business outcomes
- Which trainings made stakeholders more effective in using the fintech products
How Anja Solved It
- Queried learning management system data using SQL to analyze
- Training completion rates
- Usage by product and training segment
- Correlation between training and effective product adoption
- Delivered weekly insights to Global Learning leaders
Result
- Helped teams focus training on areas with the highest impact
- Supported better client outcomes with product platforms
- Enabled accountability between internal and external stakeholders
Ray
We could not get better feedback or validation than this, Anjonette, for all your great work getting the MBP reporting in to Power BI. This deliverable last Friday was a major milestone, so thank you so very much and congrats – excellent job!
Emily
I wanted to take a brief moment to congratulate you on the updates to the Operations dashboard. It can tell so many stories about the good work our team produces. Debuted this in our leadership meeting today and everyone was engaged. You are always looking to make everything better all the time. Great work!
Mike
Congratulations on the improved reporting capabilities for the Product Competency Program. Your attention to detail and prompt actions in establishing this is Power BI is a great win. This is a great example of challenging each other to improve and simplify. Thank you!
This is a project related to feedback in Microsoft Forms surveys. I saved leaders time by using Power Automate to create flows that gather responses and track the completion of several distinct survey stages. This facilitated the strategic development of B2B financial technology training programs.
March 2022
The Problem
Client Services managers needed insights on the impact employee training had on client interactions. Training effectiveness was unclear, survey tracking was manual, fragmented, and time-consuming.
How Anja Solved It
- Configured Power Automate flows to:
- Collect Microsoft Forms survey responses
- Track completion across multiple survey stages
- Centralize results in Excel for easier analysis
- Standardized reporting across multiple client feedback streams
Result
- Eliminated manual follow-ups and disorganized tracking for managers
- Saved leadership time on reporting by developing a single source of truth
- Enabled faster iteration of training that was more responsive to employee needs
This is a project related to establishing, contributing to, and moderating the content on an enterprise knowledge base. The problem was over reliance on silos and tribal knowledge.
I enhanced the usability of organizational data. I applied metadata tagging, Knowledge Centered Service principles, and AP Style to enable team members to efficiently support customers by leveraging collective wisdom.
Casey
The content you’ve contributed has been cited by others as providing value via reuse. Your efforts have had a significant impact in improving and expanding our Knowledge Base.
Anjonette Hall 