Case Study

Case Study 1: Scalable Project Data System for Food Processing Equipment

Overview

I led the build of a scalable project management and data workflow system for a food-processing equipment manufacturer (systems valued at $3M+). The existing process relied on siloed information and ad-hoc reporting, which made it hard to optimize workflows or generate reliable metrics.

My Role

Project Manager. I owned the business case, vendor selection, solution design, rollout, and ongoing maintenance.

Problem

  • Project data was fragmented across teams, creating a "black box" for process performance.
  • Reporting was unclear and inconsistent, limiting decision-making.
  • Existing tooling was not scalable for growing program complexity.

Approach

  • Secured leadership buy-in with a 6-page business case outlining the ROI of upgrading data management.
  • Interviewed stakeholders across business units to map required reports, outputs, and workflows.
  • Evaluated Notion, Coda, Monday.com, ClickUp, and Asana; selected Coda for flexibility, time-to-value, and pricing.
  • Built custom workflows in Coda for multiple user types, with role-based data sharing.
  • Implemented cloud access for mobile use (no VPN required), while maintaining security constraints.
  • Wrote scripts and automations to connect ERP data into the Coda system.
  • Trained users and documented the new workflows.

Results

  • 100% adoption within the PM team.
  • 600 users onboarded across 10 teams.
  • Reporting time reduced by 1-2 days; reports now generated in minutes with no manual spreadsheet entry.
  • Built 4 automated data pipelines to downstream departments.
  • Centralized, secure cloud access eliminated the need for VPN while keeping data shared only as required.

Tech / Tools: CODA, Sharepoint Online, ERP integrations, custom scripts/automations.

Case Study 2: Timesheet Automation for HR Imports

Overview

I built an automation workflow to pull timesheet data via the Clockify API, reformat it into a clean .csv, and prepare it for HR import. This removed repetitive manual entry and improved weekly payroll processing.

My Role

Developer. I owned API integration, transformation logic, and the lightweight front-end used by the team.

Problem

  • HR relied on manual time entry into ADP from weekly timesheet exports.
  • The process was slow, error-prone, and repeated every week.

Approach

  • Used the Clockify API to extract timesheet data for 20 employees each week.
  • Wrote a Python script to transform and standardize the export into HR-ready .csv format.
  • Built a simple local front-end to trigger and verify the export.
  • Hosted the solution locally to keep data on-prem and minimize setup overhead.

Results

  • Saved 8 hours of manual entry time every week.
  • Improved consistency and reduced input errors by eliminating manual copy/paste.
  • Made HR imports predictable and repeatable.

Tech / Tools: Clockify API, Python, ADP