Business applications
With an average of four developers, I led a portfolio serving employees and clients while balancing new requests, maintenance, security and upgrades.
Authenticated sign-offs, audit trails and live job budgets replaced an unprotected workflow. BI reporting and professionally reviewed filing and deliverable automations helped the task-handling team maintain flat headcount as firm revenue and staff grew roughly threefold.
Supported eight years of risk management through conflict and sanctions screening. Staff could see pending checks and avoid starting work before clearance.
The first client portal replaced email attachments for most participating clients. Engagement-specific files, chat and document requests reached roughly one-third of staff and clientele; enrollment also improved contact data.
Tailored assembler, reviewer and client views made preparation and e-signature setup easier. Clients saw all deliverables in one place; employees could retrieve signed records.
The first intranet brought news, check-ins, a directory, recognition and workplace tools together. Publishing rules kept it focused without losing the firm’s culture.
The firm’s first true single sign-on reduced repeated logins. Shared practice-management records populated client-facing tools without duplicate setup.
Business criticality and timing drove the roadmap. During tax season, we eased new development and scheduled maintenance outside working hours.
Not every request needed code. I designed an employee-spotlight workflow using a Google Form and PowerPoint template. HR ran it without ongoing engineering support, and it carried forward into the replacement intranet.
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