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Product launches, operating-model changes, and complex AI-enabled builds. Explore the business problem, the decisions I led, and what changed.

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New Law Business Model

Achieved $54K in Annual Savings, 32% Cost Reduction, and Enhanced User Experience by consolidating over 15 disparate systems into a unified platform, streamlining operations, and significantly reducing the time and effort required for accurate insights.

01

Challenge

New Law Business Model was facing significant inefficiencies due to the presence of disparate and duplicative systems, each holding unique information about members. This fragmentation led to manual, time-consuming reporting processes and challenges in maintaining a single source of truth for member data. The goal was to consolidate these systems into one unified platform to streamline operations, automate reporting, and enhance data accuracy.

02

Action

To address this challenge, I developed and executed a comprehensive platform consolidation plan. Key actions included:

  • Assessment of Current Systems: Conducted a thorough assessment of all existing systems, identifying overlaps, redundancies, and areas for improvement.
  • Stakeholder Collaboration: Engaged with key stakeholders to understand their requirements and pain points, ensuring the consolidation plan met the needs of all departments.
  • Consolidation Strategy Development:Developed a detailed consolidation strategy, selecting the most suitable platforms to serve as the unified system of truth. This strategy included the following transitions:
    • Sunset Systems: Identified systems to be phased out, including Pipedrive, Acuity Scheduling, MailChimp, ZenDesk, and others.
    • Sunrise Systems: Selected systems for consolidation, including HubSpot, Happeo, vNext LMS, Jira, and Microsoft 365.
  • Automation of Reporting: Designed and implemented automated reporting processes to replace manual efforts, leveraging the capabilities of the consolidated platform.
  • Data Migration and Integration: Planned and executed the migration of data from multiple systems into the selected platforms, ensuring data integrity and accuracy throughout the process.
  • Training and Support: Provided comprehensive training and support to team members to facilitate a smooth transition and ensure they were proficient in using the new consolidated platform.
03

Results

The platform consolidation plan led to significant improvements in operational efficiency and data management at New Law Business Model:

  • Cost Savings: Achieved a total cost reduction of $54,272 annually by eliminating redundant systems and consolidating onto more efficient platforms.
  • Enhanced Data Accuracy: Established a single source of truth for member data, reducing inconsistencies and improving the reliability of information.
  • Automated Reporting: Implemented automated reporting processes, significantly reducing the time and effort required to generate reports and track key metrics.
  • Streamlined Operations: Simplified the technology stack, making it easier for team members to access and manage information, ultimately improving productivity and collaboration.
  • Improved Decision Making: Provided leadership with timely, accurate data to inform strategic decisions, enhancing the overall agility and responsiveness of the organization.

Questions

What problem did the platform consolidation solve?

New Law Business Model had 15+ disparate systems each holding unique member data, leading to fragmented reporting, no single source of truth, and redundant costs.

What technologies were consolidated in this project?

Systems including Pipedrive, Acuity Scheduling, MailChimp, and ZenDesk were sunset and replaced with HubSpot Enterprise, Happeo, vNext LMS, Jira, and Microsoft 365.

What were the measurable results of the platform consolidation?

The project achieved $54,272 in annual cost savings, a 32% total cost reduction, automated reporting, and established a single source of truth for all member data.

What was the timeline for the platform consolidation?

The consolidation followed a phased approach — assessing all existing systems, collaborating with stakeholders on requirements, executing data migrations, and providing training to ensure a smooth transition across 15+ systems.

How was data integrity maintained during the migration?

Data integrity was preserved through careful planning of data migration from multiple systems, ensuring accuracy throughout the process and establishing a single source of truth in the consolidated platform.

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