Jaclyn W. Email & Phone Number

United States

United States

- Excel Reporting: Created 35+ Excel reports (macro-driven) to automate data export and refresh process for lines of business users. Eliminated manual data refresh of reports that were sent via email on a monthly, weekly, and daily basis. Created related teams and channels in Microsoft Teams for users to download and run their reports for any desired date range.- SharePoint Site Administration/KPI data collection: Created a related departmental SharePoint site with sub sites for easy access to KPI reports and dashboards for performance analysis. Automated KPI data collection process that eliminated 43+ emails daily received by the supervisors to compile daily KPI numbers.- SQL Server Database/APIs: Collaborated with technology team and business program teams to execute all change requests for the SQL Server database and APIs for the digital platform. Served as a subject matter expert and the go-to person for creation of all reports and analysis for the digital platform.- Salesforce Migration: Created business requirement documents, workflow process maps, and field analysis documents. Designed three related Funds Transfer Service Requests for development in Salesforce.

Greater Los Angeles Area

• Reporting and Analytics: Led reporting and analytics for the department. Designed and developed seven Access databases to automate import and export data processes. Created database-driven analytic reports with charts and graphs to measure performance, user adoption trend, and submission volume for senior management and lines of business.• Reporting Automation: Led reporting automation project partnering with technology team to successfully transform the data import process from Microsoft Access databases to SQL Server database using APIs. Created reports in Tableau and Excel to convert the data source to SQL Server. Automated the manual data update process of two complex Excel reports for two senior managers. Improved their process time significantly from 2-3 hours to 10-15 minutes.• SharePoint Administration: Implemented and administered the department SharePoint site. Created sub sites to manage initiatives and Digital Support tracking log to track support calls. Developed database-driven Excel report for support call analysis. Collaborated with the Technology team to successfully migrate the SharePoint site from the on premise to the Cloud.• Project Tracking System Migration: Provided full support in migrating items between two project-tracking systems from JIRA to TFS.

Los Angeles

• Access Databases: Designed and developed 22 Access databases to automate business processes. Implemented enhancement to existing 27 Access databases to improve time efficiency of business processes. Received enterprise “PRIDE” Award and recognized for automating processes that provide substantial time savings benefits.• Batch-Processing enhancements: Implemented a batch-processing enhancement to an existing levy database in Access to automate the levy process and improve time efficiency of handling increasing daily volume of levies received for processing.• Call Tracking databases: Designed and implemented for two departments Call tracking databases to track call volume from customer service and generate reports. The database has the portability for use by various departments with slight modification.• KPI Database Reporting: Created a KPI database to replace existing Excel spreadsheets for data entry and generation of the monthly year-to-year comparison report. This KPI database improved calculation accuracy and time efficiency for report generation.• SME for Access and Excel: Served as a subject matter expert in Access and Excel to provide technical support for Deposit Services. Provided troubleshooting and problem-solving of Access databases issues.

Bachelor Of Science Degree, Business Administration

Management Information Systems, minor in Computer Science.

Associate Of Arts - Aa, Business Administration