LexLou Data Analytics (LLDA) delivers customized data platform, CRM, business intelligence (BI), and data analytics solutions. Services include:• Identify, standardize, and clean existing data and data sources.• Interview stakeholders to learn current processes around data and data analysis.• Develop data visualization and dashboards for predictive and prescriptive analytics.• Work with leadership to identify process improvements and implement data-driven decision-making.• Develop User Guides, deliver training, and provide process and technical documentation.

• Data Security and User Administration including creating and assigning Licenses, Apps, Profiles, Roles, Groups, Permission Sets, Territories, Smart Approvals, and Lightning Page Layouts.• Draft User Guides and present other training materials for a variety of stakeholders and end users. • Create technical documentation for enterprise-wide Salesforce configuration, design, security, and business processes.• Configure and maintain Custom Objects, Fields, Record Types, Lightning App Page Layouts, Formula fields, Flows, Validation Rules, and over 350 Dashboards and Reports.• Create and manage Territories, Management and Team hierarchies, and Approval Rules and Chains.• Provide Sales Cloud and CPQ User Support to more than 150 Users in the various Sales verticals and regions, Marketing, Compliance, and Finance Teams and their management.• Maintain 3rd party API-generated hierarchies of grandparent, parent, and child Accounts and their related Opportunities, Contacts, Quotes, Approvals, Contracts, and Revenue.

• Managed and staffed a variety of short- and long-term Salesforce.com projects related to Sales Cloud, CPQ, and SpringCM using monthly Sprints in an Agile-based environment.• Gathered business requirements from a variety of stakeholders and translated them into User Stories and Features/technical specifications.• Worked with internal and external teams and resources to develop and test solutions and draft release instructions for deployment.• Wrote test scripts, monthly Release Notes and developed additional training and communication materials• Managed sharing and access among a variety of objects and Users using role hierarchies, permission sets, Public Groups, and record-level permissions.

In addition to the duties performed as Director of Research (below):• Salesforce Administrator supporting the Sales and Finance Teams and their leadership primarily in Sales Cloud.• Responsible for the design of the Salesforce object structure, the configuration of standard and custom objects, fields, page layouts, reports, and dashboards.• Transitioned all Users from Salesforce Classic to Lightning, including developing multiple Lightning Record Pages, App Pages, Home Pages, and Lightning Applications. • Working with the Chief Revenue Officer, identified key data points and analytical needs, trained Users on the new data collection/sales processes, and developed a wide variety of Dashboards that provided critical new sales and revenue insight.• Project manager for development and deployment of Salesforce-based web portal for business partner collaboration, including training all internal and external end-users and developing and maintaining illustrated User Guides for use and administration.• Collaborate with business partners to develop and improve their government sales strategies, specifically around cooperative purchasing agreement awards.• Monitor purchasing trends, legislation, and executive action nationwide across regions and government verticals, working with staff, officials, and trade association support.• Conduct research to prepare staff of nine for meetings with senior business and public procurement leaders.• Analyze team survey data to draft and publish procurement trends and insight reports.• Project manager for development and deployment of Salesforce-based web portal for business partner collaboration, including training all end users.

• As Salesforce Administrator: Designed, created, and maintained Salesforce standard objects, custom objects and junction objects and their related fields, formulas, and other dependencies.• Created and structured Users, roles, profiles, objects, fields and formulas, and configured page layouts, record types, & data fields.• Used Data Loader for insert, update, and bulk import or export of data from Salesforce.• Used Salesforce App Exchange to implement third party Apps from the AppExchange, including Vertical Response (for email customer, marketing and other communications), LinkPoint 360 (to connect Salesforce to Outlook and facilitate other data captures in the sales process on mobile), and Geopointe (for sales targeting and trip planning and for territory management).• Communicated sales and other processes by leading all new hire onboarding and Salesforce training and through illustrated User Guides.• Researched government laws, policies, personnel, priorities, and any other influences on public procurement for sales executives and to support client research requests.• Develop and communicate guidance and legal interpretations related to public procurement.• Monitor state and major market local elections and coordinate administration change response.• Participated in review of Mississippi state procurement at the request of the Governor, including drafting official report Mississippi Procurement Transformation, outlining findings, potential for legislative and organizational improvements related to procurement, and suggestions for next steps. • Administrative logistics and content development and management for biyearly company-wide training and retreats.• Research, evaluation, and administrative support related to candidate and business partner recruitment, hiring and onboarding, and training.

Issues Coordinator for the National Association of State Procurement Officials (NASPO). Responsible for primary staffing of Emerging Issues, Research and Publications, State and Federal Relations Committees and the IT Procurement and Green Purchasing Task Forces. Duties included developing agendas, charting and organizing Committee projects and progress, drafting policy papers, developing web resources for groups, and daily research of related topics.Primary liaison between NASPO, partner organizations, GAO and OMB for all ARRA-related research and correspondence. Created and updated NASPO ARRA-resource website for state procurement purposes. Drafted written and oral Congressional testimony related to ARRA implementation, delivered on March 19, 2009 before the House Committee on Government Oversight and Government Reform. Edited, coordinated and assisted with the creation of several federal communications related to ARRA implementation at the state level.Was responsible for researching and producing issue briefs and whitepapers, coordinating internal and external research and related communication, and assisting members and Committees with advancing the goals of the organization and the profession. Publications included:Responding to an Aging and Changing WorkforceEmergency Preparedness for State Procurement OfficialsState and Local Government Procurement: A Practical Guide2009 NASPO Survey of State Government Purchasing PracticesAdministrative Fees: Creative Funding for Central PurchasingProject manager and primary editor for NASPO-developed textbook State and Local Government Purchasing: A Practical Guide.Also coordinated the redesign of the NASPO website (www.naspo.org). Created a comprehensive website administrator's guide for internal use to complement the new website.Researched and assisted with the creation of the AMR "Green Team"​, designed to green AMR's offices and operations. Launch of the initiative is set for early 2009.

Assistant to the National Office and Executive Director of the interstate compact regulating the transfer of probationers and parolees across state lines. Duties and accomplishments included:Overseeing National Office communication projects, including newsletters, meeting minutes, annual reports, training bulletins, presentations, legal opinions, and online communication pieces; establishing a marketing plan for all communication pieces; synthesizing the work of multiple authors to ensure continuity of communication; managing and archiving publications, minutes, and sensitive documents; setting timelines and distribution plans; coordinating responses to online helpdesk requests; assisting with logistics of teleconferences, in-house meetings, and the Commission's annual business meeting; providing coordination and logistics for meetings of up to 200 attendees, including: travel arrangements, agenda setting, and organizing resources; establishing timelines and follow-up procedures for action items from meetings; setting up online tools and composing minutes and resources for teleconferences; providing assistance with logistics for up to five in-house meetings per month; arranging all travel for the Executive Director; serving as a communications hub for members and the public for inquiries, request for publications and general assistance.

Project Assistant in the Fund Formation Group of the Corporate Division of Kirkland & Ellis, LLPLegal Assistant in multinational law firm representing over 50 private equity funds with assets totaling over $24 billion. Duties and accomplishments included:Evaluating investor subscription materials to determine qualified purchaser status, serving as point of contact for investors, vendors and clients via phone, fax and email, clarifying complex legal and investment materials and regulations for existing and potential investors, designing and updating Microsoft Access databases and status reports, compiling and organizing documents into closing bibles and implementing an organizational system for existing legal document backlog; training new project assistants, and organizing investor information and the legal documents pertaining to 19 funds, representing over $11 billion in private equity.

Federal government position reviewing the project development of a study of U.S. Special Forces acquisitions procedures. Duties included:Brainstorming and developing strategies for initial project research, analyzing documents and reports that concerned acquisitions policies and procedures, composing source and purpose statements and delivering written and verbal presentations related to the same, initiating contact with federal and private organizations as a means to identify and procure research materials, and organizing and indexing work papers.

Analyzed voter trends and data from the 2000 U.S. election for a federally funded research project. Duties included:Creating quantitative analysis used to investigate and analyze a wide range of demographic data, initiating contact through cold-calling counties nationwide to request voting records, creating written communications to supplement spreadsheets and various analyses.