Process Automation

Process Automation involves using technology to streamline repetitive tasks, reduce manual errors, and improve efficiency across workflows. By automating routine processes, organizations can free up valuable time for strategic work, ensure consistency, and scale operations without proportional increases in manual effort.

The benefits of process automation are:

Reduce manual errors and inconsistencies

Save time on repetitive tasks

Improve data accuracy and reliability

Enable faster turnaround times

Scale operations without adding staff

Generate audit trails and compliance documentation

Process automation transforms how teams work, turning time-consuming manual processes into efficient, reliable workflows that support business growth and operational excellence.

Case Study

Knowledge Base Weekly Reconciliation

Automated a manual weekly reconciliation process that was taking hours each week, reducing the task to minutes while improving accuracy and generating comprehensive audit artifacts.

View Case Study

Projects

Confluence Metadata & Tracking Block Automation

Developed automated scripts to generate and update metadata tracking blocks across hundreds of Confluence pages, ensuring consistent documentation standards and reducing manual maintenance time by 90%.

Policy Exception Tracker Cleanup

Created Python scripts to identify and resolve duplicate entries, validate data integrity, and generate clean reports from a complex policy exception tracking system, improving data quality and reporting accuracy.

HR Access Sheet Validator

Built an automated validation system using VBA and Excel to check HR access sheets for errors, inconsistencies, and missing data, reducing review time and ensuring compliance with access management policies.

Skills

Workflow Analysis & Optimization
Script-Based Automation (VBA & Python)
Data Merging, De-Duplication & Scrubbing
Multi-System Integration
Audit Artifact Generation

Tools

VBA (Visual Basic for Applications)
Python
Excel + PowerQuery
Keyboard Maestro
Confluence API & SharePoint Integration

Services

I approach automation with a focus on clarity, sustainability, and value. Each engagement starts with understanding the existing workflow—what’s working, what’s not, and where automation can make the biggest impact. Services typically include:

▼ Process Analysis

Evaluate existing workflows to uncover inefficiencies, redundancies, and bottlenecks. Document findings and recommend automation strategies tailored to real-world constraints.

▼ Workflow Development

Design and implement logical, multi-step automations that mimic human actions—merging datasets, injecting metadata, managing file exports, or processing records across platforms like Confluence and SharePoint.

▼ Data Transformation

Scrub, normalize, de-duplicate, and merge structured data from Excel, CSVs, or internal systems. Ensure that data is accurate, consistent, and ready for reporting or downstream processing.

▼ Report Automation

Generate summaries, dashboards, and audit logs automatically as part of your recurring processes. Automations can export Excel files, format structured reports, or trigger notification emails when needed.

Other Areas I Support

Explore the other services that I have to offer.