Featured Work
Projects that made a
real difference.
Analytics, financial systems, workflow support, and business process improvement. Click any project to expand.
Jira & Confluence Department Transformation
Overview
Served as the designated Jira administrator for four cross-functional teams during a department-wide transition from Azure DevOps and OneNote into Jira and Confluence. Led Jira setup, board creation, automation configuration, Confluence migration, Power App-to-Jira intake migration, and large-scale training efforts that supported adoption and go-live readiness for more than 2,000 employees.
Key Contributions
- Led Jira setup, board creation, and automation configuration as the designated admin for four teams
- Launched production-ready Jira spaces and boards within two weeks of starting
- Managed Confluence migration from fragmented OneNote documentation into a structured knowledge base
- Created a page-by-page migration inventory, assigned content owners, and coordinated documentation transition
- Project managed migration of Power App intake forms into Jira for the Financial Automations team
- Partnered with IT and FinTech leadership on change management strategy to support adoption of new workflows
- Designed and led Jira and Confluence training programs and workshops for 2,000+ employees in virtual and in-person settings
Constraints Navigated
Impact
What they said
"Special thanks to Estelle for keeping communication flowing across departments such as HR, Finance, and Procurement, ensuring alignment across the organization. She also prepared training materials and enablement resources that helped teams adopt the new platform and processes more effectively."
Used with permission
"It was wonderful working with Estelle throughout the Jira migration project. Her contributions made a real difference, and I appreciate all of her hard work and positivity."
Used with permission
Product Analyst — Post-Acute Healthcare Reporting Platform
Overview
At WellSky, I supported product analytics and reporting for a customer-facing platform used by post-acute healthcare clients. My work focused on helping teams and users better understand product performance, adoption, and reporting needs through KPI dashboards, custom reports, SQL-based logic, and user-focused enablement.
Key Contributions
- Owned end-to-end product analytics for a reporting platform serving 200+ healthcare clients
- Delivered 50+ KPI-driven dashboards and interactive reports designed to support real-time monitoring and decision-making
- Worked with product managers and healthcare clients to define success metrics, gather requirements, and evaluate feature impact
- Built reusable SQL-based reporting frameworks that supported self-service analytics for 200+ users
- Wrote 10+ user guides and led training sessions to improve reporting adoption and customer confidence
- Automated billing and patient face sheet reports to improve compliance and reduce manual reporting work
Impact
Helped turn reporting into a more scalable, user-friendly part of the product experience. Improved visibility into customer usage patterns, feature adoption, and product performance. Enabled more self-service reporting, reducing reliance on analysts for routine reporting needs.
Sales Open Orders Dashboard & SQL Automation
Overview
Built real-time Sales Open Orders dashboards that consolidated ERP and CRM data to give supply chain and sales leadership instant visibility into order status, aging, and revenue forecasting — eliminating manual daily reporting.
Solution & Technical Approach
- Integrated and standardized Oracle ERP and NetSuite data in SQL
- Built an automated daily-refreshing data model for open orders
- Designed KPI-driven dashboard views with executive-first visual hierarchy
- Added rolling 7-day and month-over-month metrics for short-term planning
Key Decisions
Full automation over incremental optimization — stakeholders needed complete elimination of manual work, not just reduction. Familiar dashboard design patterns to lower change resistance and build trust to accelerate adoption.
Constraints Navigated
Impact
Eliminated a long-standing manual Excel reporting workflow. Enabled real-time executive visibility into open orders and backlog risk. Reduced reporting effort by ~80%, improving decision velocity across sales and supply chain leadership.
Data-Driven Operations & Customer Segmentation
Overview
Improved operations for a local book, plant, and coffee shop through data-driven analysis, including inventory tracking, customer segmentation, and store-hour optimization based on traffic and sales patterns. Incorporated social media–driven demand trends (e.g., BookTok) into competitive analysis to inform customer engagement and merchandising recommendations.
Solution & Technical Approach
- Built an Excel + SQL framework to track inventory turnover and revenue by product line
- Analyzed purchasing behavior to identify high-impact sales periods and categories
- Applied behavioral segmentation (demographics, technographics, and needs-based psychographics) to identify target customer mindsets beyond basic purchase patterns — revealing opportunities in the remote worker and creative community segments
- Evaluated competitor positioning and social-media-driven demand trends (e.g., BookTok)
- Delivered actionable recommendations for store hours, promotions, and community engagement
Key Decisions
Simplicity over complexity. Prioritized low-cost, maintainable tooling to ensure adoption by a small business team. Focused on actionable insights over complex analysis.
Constraints Navigated
Impact
Replaced ad-hoc inventory and sales tracking with a structured framework. Improved visibility across books, coffee, and plant revenue streams. Enabled data-driven decisions for store hours, customer targeting, and marketing.