Technology & Systems Administration
Throughout my career, I've worked with a wide range of CRM platforms, business applications, communication systems, collaboration tools, and operational technologies. My focus has always been the same: helping organizations improve visibility, streamline workflows, reduce friction, and create systems that support both employees and clients.
My experience spans traditionally separate functions that are often siloed, providing a unique blend of creative, technical, and operational expertise typically found across multiple roles.
CRM & Business Systems
My experience includes supporting, administering, and improving CRM platforms used for lead management, client lifecycle management, case management, reporting, workflow automation, and operational visibility.
Platforms Administered
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Zoho One
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GoHighLevel
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Salesforce
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SalesRabbit
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ConnectWise
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Monday CRM
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SalesChain
Legal Industry CRMs
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Litify
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Law Ruler
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SimplyConvert
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Clio (Grow & Manage)
Areas of Experience
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User Administration
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Pipeline & Lifecycle Design
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Workflow Automation
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Lead Routing & Assignment
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Intake Process Development
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Reporting & Dashboards
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Data Integrity
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Communication Workflows
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Process Alignment
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Team Training & Adoption
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Quality Assurance & Process Auditing
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Task & Activity Automation
Collaboration & Productivity Platforms
I've worked with platforms that help teams communicate, share information, manage projects, and maintain organizational knowledge.
Platforms Administered
Productivity Suites
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Microsoft 365
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Google Workspace
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Zoho One
Collaboration & Communication
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Microsoft Teams
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Slack
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Zoom
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Skype
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Google Meet
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HiHello (Digital Business Cards)
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Dot Cards (Digital Business Cards)
Document Management & Knowledgebase
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Microsoft SharePoint
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Communication Sites
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Team Sites
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Trainual
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Google Sites
File Storage & Sharing
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OneDrive
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Google Drive
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Zoho WorkDrive
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Dropbox
Forms & Data Collection
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DocuSign
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Zoho Sign
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Microsoft Forms
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Google Forms
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Zoho Forms
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Jotform
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Wix Forms
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WPForms
Areas of Experience
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User Administration & Account Management
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Permissions, Security Groups & Access Controls
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Team Collaboration & Communication Platforms
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Knowledgebase Development & Information Sharing
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Document Management & Governance
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Internal Communications & Employee Resources
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Information Architecture & Content Organization
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Digital Forms & Data Collection Systems
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File Storage, Sharing & Version Control
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Process Documentation & SOP Management
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Regulatory Support & Process Compliance
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Training Resources & Platform Adoption
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Cross-Platform Collaboration & Integrations
Contact Center &
Communication Systems
My experience in building the communication systems behind great customer experiences and efficient business operations.
Platforms Administered
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AT&T
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Yealink
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Mitel
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Shoretel
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Five9
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Simplii Communications
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RingCentral
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Kixie
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PhoneBurner
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Phonexa (Call Logic)
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InConcert
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CallRail
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Google Voice
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NumberBarn / NumberGarage
Areas of Experience
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Call Routing Architecture
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IVR Design & Configuration
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Call Center Operations Support
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CRM & Telephony Integration Strategy
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Skills-Based Routing
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Queue Management
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Inbound & Outbound Call Flows
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Call Tracking & Attribution
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Agent Performance Reporting
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Communication Workflow Design
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Products, Publishers, Campaigns & Buyers
Project & Operations Management
My speciality in supporting the planning, execution, coordination, and continuous improvement of projects, workflows, and operational initiatives.
Platforms Administered
Project & Work Management
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Asana
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Monday.com
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Microsoft Teams
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Microsoft Planner
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Microsoft Project
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SharePoint Team Sites
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Trello
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Zoho Projects
Workflow & Automation
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Power Automate (Basic Proficiency)
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Zapier
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Various CRMs
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Workflow Rules
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Lead Assignment Rules
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Conditional Logic
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Trigger-Based Automations
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Field Update Actions
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Pipeline Stage Automation
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Task Automation
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Email Notifications
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Time-Based Actions
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SLA Management
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Process Mapping & Documentation
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Miro
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Lucidchart
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Draw.io
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Smartsheet
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SharePoint
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Trainual
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Microsoft PowerPoint
Areas of Experience
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Project Planning & Coordination
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Workflow Design & Process Optimization
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Business Process Automation
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Task & Work Management Systems
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Cross-Functional Team Collaboration
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Operational Planning & Execution
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Process Mapping & Visualization
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Documentation & SOP Development
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Project Tracking & Status Reporting
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Workflow Rules & Business Logic
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Lead Assignment & Routing Automation
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Pipeline & Lifecycle Automation
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SLA Monitoring & Management
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Trigger-Based & Conditional Automations
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Task, Email & Notification Automation
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Time-Based Workflow Management
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Resource Planning & Workload Visibility
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Process Standardization & Governance
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Continuous Improvement Initiatives
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Team Training & Process Adoption
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Knowledgebase & Documentation Systems
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Accountability & Performance Tracking
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Collaboration with Internal & External Development Teams