✓ White papers
✓ Tech specs
✓ Financial Strategic Planning (annual budget reporting, vendor contracts, slide decks, presentations)
✓ Content Operations (internal workflow, dev docs, policies)
✓ Dashboard Creation (Power BI, Tableau, Looker)
✓ Best Practices (demos, FAQs, external policy)
My client process is based on design thinking - a mindset approach to problem - solving that focuses on users and not the problem. I like to listen to my clients, iteratively assess their data needs, and come up with a creative solution for their data that is sustainable and realistic.
Research, review, and read your internal documentation, dev docs, and data tables. I ask questions and take notes in one-on-one interviews looking for common and unique data issues.
Assessment is iterative. I like to communicate data visually by making charts, tables, spreadsheets, reports, and dashboards. I might collect screenshots of messy data to illustrate my thought process and findings.
Together we select the best realistic solution and I help negotiate with vendors, redesign the UX of your data or UI elements of your collections, or map metadata to a new taxonomy.