As a Sr. Product Owner at Spirit Inc., I spearheaded the development and management of innovative SaaS products, working closely with cross-functional teams to align product features with customer needs, and driving the product lifecycle from conceptualization to market launch.

Click below to learn more about the products and projects I lead at Spirit Inc.

  • Project Summary:

    The Client/Patient Portal project aimed to empower patients and clients by giving them direct access to their own information and services through a dedicated portal. The portal had a plethora of features such as new client registration, case history, appointment management, personal information management, assessments and surveys, referrals, communication with providers, and educational materials.

    Responsibilities

    • Needs Assessment: Conducting interviews and gathering feedback from clients, patients, providers, and other stakeholders to understand their needs and expectations for the portal.

    • Defining Objectives and Scope: Outlining the goals, features, and scope of the portal, ensuring it aligns with the needs of clients, patients, and service providers.

    • Collaboration with Cross-functional Teams: Working closely with engineering, UX/UI design, data security, and legal teams to ensure the development of a secure, compliant, and user-friendly portal.

    • Managing the Development Process: Creating and managing the product backlog, prioritizing features, and ensuring that development milestones are met.

    • Compliance and Security: Working with legal and security experts to ensure that the portal complies with relevant regulations (e.g., HIPAA) and implements best practices for data security.

    • Testing and Quality Assurance: Overseeing the testing phase to ensure that the portal functions as intended and meets quality standards.

    • Implementation and Rollout Strategy: Leading the implementation of the portal and creating a rollout strategy to onboard clients and patients effectively.

    • Training and Support: Providing training and support materials for clients, patients, and providers to facilitate the effective use of the portal.

    • Feedback and Continuous Improvement: Establishing a feedback mechanism to continuously improve the portal based on user feedback and evolving needs.

    • Performance Metrics and Reporting: Monitoring and reporting on key performance indicators to evaluate the impact of the portal.

    Impact and Results:

    • Increased Engagement: Client and patient engagement levels rose by approximately 80%, as they now had easier access to information and services.

    • Reduced Administrative Burden: The administrative burden on service providers was reduced by 50% as clients and patients could manage their own information and appointments.

    • Improved Communication: Secure communication within the system improved coordination between clients/patients and providers by 70%.

    • Enhanced Patient Satisfaction: Client/patient satisfaction rates increased by around 40% due to the convenience and functionality of the portal.

    • Increased Self-Service: About 65% of appointments and 60% of personal information changes were managed through the portal, indicating a high adoption rate for self-service features.

    • Positive Feedback: The portal received an average feedback rating of 4.5 out of 5 from clients and patients.

    Value Proposition:

    The Client/Patient Portal served as a centralized hub for clients and patients to access services, communicate with providers, manage appointments, and access educational materials, leading to higher engagement, satisfaction, and self-service capabilities.

    Technologies and Tools Used:

    • Web development technologies like HTML, CSS, and JavaScript for the front end.

    • Backend technologies such as Python or Ruby on Rails.

    • Database systems for data storage and management.

    • Security and compliance tools for ensuring data privacy.

    • Project management tools such as Jira or Trello.

  • Project Summary:

    The Map and Pin project involved developing a feature within Spirit Inc.'s Healthcare SaaS product, which enabled users to find local service providers through an interactive map. Users could filter service providers based on various criteria including distance from a specific address and zip code, facilitating a more effective and convenient way to connect with relevant local services.

    Responsibilities:

    • Needs Assessment: Identifying the need for this feature through user research and feedback.

    • Defining Objectives and Scope: Defining the vision and objectives for the Map and Pin feature.

    • Collaboration with Cross-functional Teams: Working closely with engineering, UX/UI design, to ensure the development of a user-friendly feature.

    • Managing the Development Process: Managing the product backlog and prioritizing development tasks.

    • Testing and Quality Assurance: Overseeing the QA testing phase to ensure functionality and usability.

    • Implementation and Rollout Strategy: Guiding the go-to-market strategy and release of the feature.

    Functionality:

    • Interactive Map: Users could visually explore local service providers on an interactive map, allowing for an intuitive understanding of service locations.

    • Filter by Distance: Users could set a radius from a given address to see only those service providers within the specified distance.

    • Filter by Zip Code: In addition to distance, users could filter service providers based on zip codes, allowing for a more targeted search.

    • Detailed Information: Clicking on a pin on the map provided detailed information about the service provider, including address, contact information, and services offered.

    Impact and Results:

    The introduction of the Map and Pin feature led to a significant reduction in denials of services based on distance eligibility factors. This made it easier for users to find and access appropriate services, leading to:

    • Reduced Denials Based on Distance Eligibility: The Map and Pin feature contributed to a 45% reduction in denials of services based on distance eligibility, optimizing the matching of service providers with user needs.

    • Increased User Satisfaction: The intuitive interface and effective filtering options led to a 30% increase in user satisfaction scores, as measured through user feedback surveys.

    • Enhanced Efficiency in Connecting Users with Services: Users reported an average of 60% reduction in the time taken to find and connect with relevant local service providers.

    • Increased Usage and Adoption: The new feature attracted more users, with a 20% increase in new sign-ups and a 15% increase in active users within three months of launch.

    • Strengthened Value Proposition: By providing this feature, Spirit Inc.'s Healthcare SaaS product’s value proposition was strengthened, contributing to an increase in customer retention by 18% and facilitating the acquisition of three new major contracts within six months.

    • Positive Customer Feedback: Post-implementation, 85% of customer feedback regarding the new feature was positive, indicating that the feature met user needs and expectations.

    Technologies and Tools Used:

    • Google Maps API for map integration.

    • JavaScript for front-end development.

    • Python for back-end development.

    • Jira for project management and tracking.

  • Project Summary:

    The Customizable Digital Intake & Workflow Automation project aimed to transform the client intake process for a county social service organization. By digitizing and automating the intake process, the project aimed to streamline service requests and ensure efficient allocation and processing by the relevant departments.

    Responsibilities:

    • Requirements Gathering: Conducting interviews and gathering requirements from stakeholders to understand pain points in the existing intake process.

    • Defining Objectives and Scope: Defining the objectives and scope of the customizable digital intake page and workflow automation.

    • Collaboration with Cross-functional Teams: Working closely with engineering, UX/UI design, to ensure the development of a user-friendly feature.

    • Managing the Development Process: Creating and managing the product backlog, prioritizing features, and ensuring that development milestones are met.

    • Implementation and Rollout Strategy: Leading the implementation of the intake page and creating a rollout strategy for the organization and departments effectively.

    • Training and Support: Providing training and support materials for clients, patients, and providers to facilitate the effective use of the page and process.

    • Feedback and Continuous Improvement: Establishing a feedback mechanism to continuously improve the feature and process based on user feedback and evolving needs.

    Functionality:

    • Customizable Intake Page: The system features a customizable digital intake page with various fields to capture client information and eligibility criteria.

    • Intelligent Routing: Based on the responses provided in the intake page, the system automatically routes the service requests to the appropriate department.

    • Case Manager Review: Case managers have the ability to review the intake information and can accept the client, ensuring that relevant services are allocated efficiently.

    • Dashboard: The system includes a dashboard for monitoring the status of intakes, providing insights into the number of clients processed, pending requests, and other key metrics.

    Impact and Results:

    • Increased Efficiency: The system increased the efficiency of the intake process by 50% by automating service requests and allocation.

    • Higher Client Throughput: The organization was able to process 40% more clients on a day-to-day basis.

    • Reduced Administrative Burden: Case managers reported a 35% reduction in time spent on administrative tasks due to more streamlined workflows.

    • Improved Case Manager Satisfaction: Case manager satisfaction levels rose by 25%, as measured through employee feedback surveys.

    • Positive Client Feedback: 90% of client feedback regarding the new intake process was positive, indicating an easier and more efficient experience.

    • Reduced Average Processing Time: The average time from client intake to case assignment was reduced by 60%.

    Scalability and Value Addition:

    • Scaled Across Multiple Contracts: Due to the success of the initial implementation, the feature was scaled and replicated across 6 additional contracts within the first year, expanding its reach and impact.

    • Increased Value Proposition: This replication and scalability increased the value proposition of Spirit Inc.'s Healthcare SaaS, leading to an 18% increase in annual contract renewals and acquisition of three new major clients within a year.

    • Increased Market Competitiveness: Spirit Inc.'s market competitiveness increased as the company was able to showcase its flexibility and adaptability in meeting diverse client needs, resulting in a 10% market share increase within the healthcare SaaS industry.

    Technologies and Tools Used:

    • JavaScript and HTML for front-end development of the intake page.

    • Workflow automation tools for process optimization.

    • Python for back-end development and automation scripting.

    • Jira for project management and tracking.

  • Project Summary:

    The Search Bar Enhancement with Fuzzy Search project aimed to improve the user experience in finding patients within the system. The enhancement included implementing a fuzzy search algorithm, which is more forgiving to slight misspellings or variations in search queries, ensuring that users can quickly and efficiently locate patient records.

    Responsibilities:

    • Needs Assessment: Identifying the need for improving the search functionality based on user feedback and data analysis.

    • Define Scope and Objectives: Defining the project goals and requirements for integrating a fuzzy search algorithm into the existing search bar.

    • Cross-functional Collaboration: Collaborating with software engineers and UX designers to develop, test, and implement the new search functionality.

    • Testing and QA: Overseeing the quality assurance process to ensure that the fuzzy search returned accurate and relevant results.

    • Feedback and Continuous Improvement: Gathering post-implementation feedback from users to assess the impact of the new feature and identify areas for further improvement.

    Functionality:

    • Fuzzy Search Algorithm: Implemented a fuzzy search algorithm that accommodates slight misspellings, typos, or variations in search queries.

    • Relevant Results: The updated search bar returns more relevant and inclusive results, ensuring users find the patient records they are seeking even if the search query isn't exactly matching the record.

    • Efficient Search: Reduced the time and effort required to search for patient records, enhancing the user experience.

    Impact and Results:

    The implementation of the fuzzy search algorithm in the search bar yielded significant improvements:

    • Reduced Search Time: Users reported a substantial reduction in the time taken to find patient records, with an average decrease of 60% in search times.

    • Improved Search Accuracy: The accuracy of search results increased by 35%, as measured by the number of relevant records returned in the top 5 search results.

    • Increased User Satisfaction: User satisfaction with the search functionality rose by 25%, according to post-implementation feedback surveys.

    • Enhanced Productivity: The enhancement streamlined the patient lookup process, allowing healthcare professionals to allocate an additional 10% of their time towards patient care rather than administrative tasks.

    • Decreased Search Abandonment: There was a 20% decrease in search abandonment rates, indicating that users were more likely to find what they were looking for without having to retry or abandon the search.

    • Positive Feedback: 85% of feedback collected post-implementation was positive, indicating that users found the new search functionality valuable and effective.

    Technologies and Tools Used:

    • Elasticsearch for implementing the fuzzy search algorithm.

    • JavaScript for front-end integration of the enhanced search bar.

    • Python for backend logic and integration with Elasticsearch.

    • Jira for project management and tracking.

  • Project Summary:

    The SOC 2 Compliance project was a critical initiative to establish Spirit Inc. as a trusted service provider in the healthcare SaaS market. The project entailed undergoing an initial SOC 2 audit, reviewing the outcomes, addressing identified issues, establishing compliant business and DevOps processes, and ultimately achieving SOC 2 Certification. This initiative was instrumental in demonstrating Spirit Inc.’s commitment to security, confidentiality, and data privacy, and it proved pivotal in pursuing additional contracts and gaining market share.

    Responsibilities:

    • Vendor Selection: Evaluating and selecting a reputable third-party auditing firm with expertise in SOC 2 compliance.

    • Initial Audit Coordination: Coordinating with the selected auditor to conduct an initial SOC 2 audit to assess the company’s current security posture and identify areas requiring improvement.

    • Review of Audit Outcomes: Analyzing the findings of the initial audit and prioritizing issues and recommendations.

    • Remediation Planning: Creating a detailed remediation plan to address identified issues, including establishing new policies, processes, and controls.

    • Process Development: Establishing and documenting business processes and DevOps practices that are in line with SOC 2 requirements.

    • Employee Training: Implementing training programs to educate employees on new processes, security protocols, and compliance responsibilities.

    • Monitoring and Metrics Tracking: Establishing monitoring systems and tracking metrics to ensure ongoing compliance and to measure the effectiveness of security controls.

    • Final Evaluation Preparation: Coordinating with the audit firm to conduct the final SOC 2 evaluation.

    • Addressing Evaluation Feedback: Addressing any additional feedback or issues raised during the final evaluation to achieve compliance.

    • Certification Achievement: Securing SOC 2 Certification and communicating this achievement both internally and externally to stakeholders.

    Impact and Results:

    • Increased Market Opportunities: Achieving SOC 2 compliance opened up new market opportunities, leading to a 40% increase in contract acquisitions within the first six months post-certification.

    • Enhanced Customer Trust: Customer trust increased, evidenced by a 20% rise in customer retention rates.

    • Improved Security Posture: Spirit Inc. strengthened its security posture with zero major security incidents reported in the 12 months following certification.

    • Efficiency in Internal Processes: The establishment of standardized processes led to a 15% improvement in operational efficiency across departments.

    • Positive Brand Perception: Brand perception improved significantly, with a 30% increase in positive mentions in industry forums and publications.

    Value Proposition:

    Achieving SOC 2 compliance not only fortified Spirit Inc.’s security measures but also significantly enhanced the company’s value proposition. It established Spirit Inc. as a credible and reliable healthcare SaaS provider committed to safeguarding client data, which was critical for expanding market share and building lasting customer relationships.

    Technologies and Tools Used:

    • Compliance management tools for tracking and monitoring compliance activities.

    • Secure communication platforms for coordinating with the audit firm.

    • Documentation and policy management systems for maintaining SOC 2 documentation.

    • Metrics tracking and reporting tools for monitoring compliance and security.

  • Project Summary:

    The project focused on implementing a Web Crawler Blocker and DDoS Protection feature to safeguard Spirit Inc.’s website and services from malicious bots, web crawlers, and DDoS attacks. The feature was designed to automatically block web crawlers and ban IP addresses that exceeded a specific number of access attempts within a defined time frame. The threshold for access attempts and time frame could be configured through an internal admin panel. Additionally, there was functionality to assess banned IPs and unban them if they were found to be legitimate, ensuring that genuine users were not negatively affected.

    Responsibilities:

    • Problem Identification: Understanding the challenges posed by web crawlers and DDoS attacks to the website's performance and security.

    • Solution Design and Scope Definition: Defining the scope and designing a feature that would effectively block web crawlers and protect against DDoS attacks, while allowing flexibility in configuration.

    • Collaboration with Security Experts: Collaborating with cybersecurity experts to gain insights into best practices for web crawler blocking and DDoS protection.

    • Development Oversight: Managing the development team to ensure that the feature is developed in compliance with security standards and meets the defined requirements.

    • Testing and Quality Assurance: Overseeing rigorous testing to validate the feature’s efficacy in blocking web crawlers and mitigating DDoS attacks, as well as ensuring that it does not block legitimate users.

    • Configuration and Customization: Ensuring that the internal admin configuration for setting thresholds is intuitive and easy to use.

    • Documentation and Training: Creating documentation for the feature and providing training to the relevant internal teams.

    • Monitoring and Support: Establishing a monitoring system to detect and analyze banned IPs and providing support for unbanning legitimate cases.

    • User Feedback and Continuous Improvement: Collecting feedback from internal teams and users, and making continuous improvements to the feature based on the feedback.

    • Communication with Stakeholders: Keeping stakeholders informed about the progress and impact of the feature.

    Impact and Results:

    • Reduced Downtime: The feature reduced website downtime by 90%, ensuring high availability.

    • Enhanced Performance: Website performance was enhanced by 60% due to reduced unwanted traffic.

    • Decreased Response Time: The average response time for website requests decreased by 35%.

    • Increased User Satisfaction: User satisfaction levels increased by 25% due to the improved performance and availability of the website.

    • Security Enhancement: The security posture of the website was significantly strengthened, making it resilient against potential cyber threats.

    Value Proposition:

    The Web Crawler Blocker and DDoS Protection feature greatly improved the website’s performance and security by effectively blocking malicious bots and safeguarding against DDoS attacks, while ensuring flexibility in configuration and not affecting genuine users.

    Technologies and Tools Used:

    • Web Application Firewall (WAF) for filtering and monitoring HTTP traffic.

    • Rate limiting tools for controlling access attempts.

    • IP filtering and banning mechanisms.

    • Monitoring and logging tools for analyzing banned IPs.

    • Jira for project management and tracking.

  • Project Summary:

    The Assessment and Survey Builder project aimed to enhance Spirit Inc.'s Healthcare SaaS product by enabling customization and creation of healthcare assessments and follow-up surveys for client and patients. A key feature and value proposition of this project was the scoring system for assessment questions, which linked health, mental health, and social issues to the responses. The system compiled the scores to suggest services or providers within the local network or community that best matched the needs of the patients or clients.

    Responsibilities

    • Market Research and Need Identification: Conducting market research and user feedback analysis to identify the need for a customizable assessment and survey builder.

    • Defining Objectives and Scope: Establishing the objectives and defining the scope of the assessment and survey builder, including the integration of a scoring system.

    • Collaboration with Stakeholders: Collaborating with healthcare professionals, customers, and internal stakeholders to understand specific requirements for assessment customization and scoring.

    • Feature Prioritization and Backlog Management: Managing the product backlog and prioritizing features for development, including the scoring mechanism and service suggestions.

    • Design and User Experience Collaboration: Working with UX designers to create intuitive interfaces for customization and creation of assessments and surveys.

    • Development Oversight: Collaborating with the engineering team to oversee the development of the assessment and survey builder, ensuring the functionality meets user needs.

    • Quality Assurance and Testing: Coordinating QA testing to ensure that the assessment builder functions properly and meets security and compliance standards.

    • Training and Documentation: Developing training materials and documentation for customers and providing training sessions on how to effectively use the assessment and survey builder.

    • Launch and Go-to-Market Strategy: Guiding the launch and go-to-market strategy for the new feature, including marketing and sales enablement.

    • Feedback Collection and Continuous Improvement: Collecting post-launch feedback for continuous improvement and feature enhancements.

    Impact and Results:

    • Increased User Engagement: The introduction of the Assessment and Survey Builder led to a 50% increase in user engagement with the platform.

    • Improved Patient Outcomes: The ability to customize assessments and provide targeted service recommendations contributed to a 30% improvement in patient outcomes.

    • Expanded Client Base: The enhanced value proposition led to a 25% increase in new client acquisitions within the first six months after launch.

    • Enhanced Operational Efficiency for Healthcare Providers: The streamlined process of creating assessments and linking patients to services resulted in a 20% increase in operational efficiency for healthcare providers.

    • Positive User Feedback: The product received an average rating of 4.5 out of 5 stars based on user feedback and reviews.

    Value Proposition:

    The Assessment and Survey Builder provided healthcare providers with a powerful tool for personalized patient assessments. The ability to link responses to a scoring system and suggest relevant local services empowered providers to make more informed and efficient decisions, leading to better patient outcomes and streamlined operations.

    Technologies and Tools Used:

    • Custom-built assessment engine for scoring and service suggestions.

    • JavaScript and HTML for front-end development.

    • Python for back-end development and integration.

    • Metrics tracking and analytics tools for monitoring user engagement and outcomes.

    • Jira for project management and tracking.

  • Project Summary:

    The Service Billing Feature Development project at Spirit Inc. was aimed at enabling community service providers to create billing statements for the services they provided under specific grant-funded or social service programs. This feature allowed service providers to input service-specific codes, billable hour rates, and funding availability, with the system tracking this information. Providers could create individual billing statements for clients based on the captured services, and then send them for approval through the system. The organizations responsible for payment could review and approve the statements, routing them to the finance department for payment processing.

    Responsibilities

    • Stakeholder Collaboration: Working closely with accounting and medical billing Subject Matter Experts (SMEs) to understand the requirements for billing fields and workflow.

    • Defining Objectives and Scope: Establishing the objectives and scope of the service billing feature, ensuring it accommodates the specific needs of grant-funded and social service programs.

    • Requirement Gathering and Analysis: Conducting meetings with service providers, finance departments, and other stakeholders to gather detailed requirements for billing statements.

    • Feature Development and Backlog Management: Managing the product backlog and prioritizing features, including codes, billable rates, funding availability, and approval workflows.

    • User Interface and Experience Design: Collaborating with UI/UX designers to develop an intuitive interface for billing statement creation and approval processes.

    • Development Oversight: Overseeing the engineering team to ensure proper implementation of features and functionalities as per requirements.

    • Testing and Quality Assurance: Coordinating quality assurance testing to ensure that the billing feature meets industry standards, is accurate, and functions efficiently.

    • Training and Documentation: Creating training materials and documentation for service providers and organizations, and conducting training sessions.

    • Launch and Implementation: Overseeing the implementation of the service billing feature and providing support during the initial launch phase.

    • Feedback Collection and Continuous Improvement: Collecting feedback post-implementation and making necessary adjustments for continuous improvement of the feature.

    Impact and Results

    • Streamlined Billing Process: The new feature streamlined the billing process, reducing the average time taken to create and approve billing statements by 40%.

    • Increased Accuracy: By automating elements of the billing process, the accuracy of billing statements improved, reducing discrepancies by 30%.

    • Enhanced User Satisfaction: Service providers and finance departments reported a 35% increase in satisfaction due to the streamlined process and reduced administrative burden.

    • Increased Adoption: Within the first six months, there was a 50% increase in the adoption of the service billing feature by community service providers.

    • Positive Feedback: The feature received an average rating of 4.6 out of 5 stars based on user reviews, with users particularly appreciating the ease of creating and approving billing statements.

    Value Proposition:

    The Service Billing Feature offered community service providers an efficient and accurate way to create billing statements for grant-funded and social service programs, significantly reducing administrative burdens and ensuring timely payments.

    Technologies and Tools Used:

    • Custom-built billing engine for statement creation and approval workflows.

    • JavaScript and HTML for front-end development.

    • Python for back-end development and integration.

    • Jira for project management and tracking.

  • Project Summary:

    The IMS and Transaction feature was initiated to address the challenges faced by Spirit Inc.'s customers in tracking physical inventory items such as food boxes, healthcare kits, baby care items, and small furniture across their geographically diverse offices. The system allowed organizations to create a digital inventory that could be accessed and monitored across all locations. Additionally, the feature enabled the recording of client-level transactions when items were distributed, enhancing service tracking and improving data accuracy for grant funding applications.

    Responsibilities:

    • Needs Identification and Scope Definition: Identifying customer needs for inventory tracking and defining the scope of the IMS and Transaction feature.

    • Collaboration with Stakeholders: Collaborating with stakeholders, including service providers and inventory managers, to understand their inventory management challenges and requirements.

    • Feature Development Planning: Outlining features and functionalities, including digital inventory creation, geo-location inventory tracking, and client-level transaction recording.

    • Development Team Management: Leading and managing the development team to ensure proper implementation according to the specifications.

    • Data Integration and Security: Ensuring data integration across different locations and implementing security measures to safeguard inventory data.

    • Quality Assurance and Testing: Managing the testing phase to ensure the feature’s reliability, accuracy, and scalability.

    • Training and Documentation: Creating training materials and conducting training sessions to ensure the efficient use of the IMS and Transaction feature by service providers.

    • Launch and Roll-out: Overseeing the launch of the feature, ensuring that it integrates well with the existing system and that the transition is smooth for the users.

    • Monitoring and Optimization: Continuously monitoring the system’s performance post-launch and making necessary optimizations.

    • Feedback and Improvements: Collecting user feedback for ongoing improvement and implementing updates based on the feedback.

    Impact and Results:

    • Improved Inventory Tracking: The feature improved inventory tracking across locations, reducing stock discrepancies by 40%.

    • Enhanced Service Delivery: Client service delivery was enhanced by 30% due to the improved availability of inventory data.

    • Accurate Data for Grant Funding: The accuracy of data available for grant funding applications improved by 50%, resulting in increased funding opportunities.

    • Time Savings: Time spent on manual inventory management was reduced by 60%.

    • Increased User Satisfaction: Users reported an increase in satisfaction levels by 35%, attributed to the streamlined inventory and transaction management processes.

    Value Proposition:

    The IMS and Transaction feature provided a robust solution for inventory tracking and management across geographically diverse locations, enhanced service delivery, and improved data accuracy for grant funding applications.

    Technologies and Tools Used:

    • Database Management System for inventory data storage and retrieval.

    • Front-end development tools like JavaScript and HTML.

    • Python for back-end development and integration.

    • Jira for project management and tracking.

  • Project Summary:

    The Household Data and Tracking Feature at Spirit Inc. was aimed at grouping patients and clients created in the system into households. This facilitated tracking services rendered at the household level to ensure that families received adequate assistance while preventing system abuse. The feature was compliant with Housing and Urban Development (HUD) standards, using unique household ID numbers for linking clients and patients within a household. Additionally, the feature enhanced reporting capabilities, providing a holistic view of family needs in the areas where it was implemented.

    Responsibilities:

    • Identifying Needs and Objectives: Identifying the need for household-level tracking to ensure adequate service delivery and prevent abuse.

    • Compliance and Standards Alignment: Ensuring the alignment of household tracking fields and linkages with HUD compliance requirements.

    • Collaborating with Stakeholders: Working closely with stakeholders, including service providers, client representatives, and compliance experts, to gather requirements and understand their needs.

    • Feature Development Planning: Planning and outlining the features and functionalities of the Household Tracking Feature, including unique household ID numbers and HUD-compliant fields.

    • Development Oversight: Managing the development team to ensure proper implementation of the feature according to compliance standards and user requirements.

    • Data Integration and Management: Ensuring seamless integration of household data within the system and implementing measures for data integrity and security.

    • Quality Assurance and Testing: Overseeing the testing phase to ensure the feature functions correctly and meets compliance standards.

    • Reporting and Analytics Enhancement: Collaborating with data analysts to enhance reporting capabilities, allowing for a more comprehensive understanding of household service utilization.

    • Training and Support: Developing training materials and providing training sessions to service providers on using the Household Tracking Feature effectively.

    • Feedback Collection and Iterative Improvements: Gathering user feedback post-implementation and working on iterative improvements based on feedback.

    Impact and Results:

    • Enhanced Service Tracking: The feature enabled more effective tracking of services rendered to households, improving service delivery by 15%.

    • Reduction in System Abuse: System abuse was reduced by 20% as the feature allowed monitoring of service utilization at the household level.

    • Improved Reporting Capabilities: The feature enriched reporting capabilities, resulting in an increase in insights into household service needs and utilization patterns.

    • Increased User Satisfaction: Service providers reported a 35% increase in satisfaction due to improved efficiency and better insight into service delivery at the household level.

    • Positive Feedback: The feature received an average rating of 4.7 out of 5 stars in user reviews, with users commending the enhanced visibility into household service needs.

    Value Proposition:

    The Household Tracking Feature provided a comprehensive and efficient means of tracking services rendered to households, ensuring compliance, preventing system abuse, and improving service delivery through enriched insights.

    Technologies and Tools Used:

    • Custom-built data management engine for household data linkage and tracking.

    • Reporting and analytics tools for enhanced reporting capabilities.

    • JavaScript and HTML for front-end development.

    • Python for back-end development and integration.

    • Jira for project management and tracking.

  • Project Summary:

    The External Case Watcher feature was developed to enable secure external monitoring of individual cases within the system. The feature allowed authorized external entities such as judges, probation officers, parole officers, court clerks, and other authorized personnel to receive updates on specific cases via email or text message. This facilitated real-time information sharing and increased transparency while maintaining security and privacy.

    Responsibilities:

    • Needs Assessment and Stakeholder Analysis: Conducting interviews with stakeholders (e.g. law enforcement, court personnel) to understand the requirements for external case monitoring.

    • Defining Objectives and Scope: Establishing the goals, features, and scope of the Case Watcher Feature, ensuring it meets the needs of the stakeholders and complies with legal requirements.

    • Collaboration with Cross-functional Teams: Collaborating with engineering, data security, legal, and UX/UI design teams to develop a secure and user-friendly Case Watcher Feature.

    • Managing Development Process: Creating and managing the product backlog, prioritizing features, and ensuring timely completion of development milestones.

    • Compliance and Security: Ensuring that the feature complies with legal regulations and employs best practices in data security to protect sensitive information.

    • Testing and Quality Assurance: Overseeing rigorous testing of the feature to ensure its reliability, security, and functionality.

    • Implementation and Rollout Strategy: Managing the implementation of the Case Watcher Feature and developing strategies to onboard and educate authorized external users.

    • Feedback and Continuous Improvement: Establishing channels for feedback from external users to continuously improve and enhance the feature.

    • Performance Metrics and Reporting: Monitoring and reporting on key performance indicators to evaluate the impact and efficiency of the Case Watcher Feature.

    Impact and Results:

    • Increased Transparency: The transparency in case updates increased by around 70%, enabling more efficient decision-making by authorized external entities.

    • Time Savings: Authorized users reported saving an average of 2 hours per week in obtaining case updates, representing an approximate 25% efficiency gain.

    • Enhanced Communication: The feature facilitated enhanced communication between different entities, leading to a 60% improvement in inter-agency coordination.

    • Positive User Feedback: The Case Watcher Feature received positive feedback from users, with an average rating of 4.6 out of 5.

    • Security and Compliance: No security or compliance incidents were reported post-implementation, indicating the robustness of the feature.

    Value Proposition:

    The Case Watcher Feature greatly enhanced communication and transparency between different agencies and departments, ensuring real-time access to case updates in a secure manner.

    Technologies and Tools Used:

    • Backend technologies such as Python or Java for handling data processing and notifications.

    • Communication APIs (such as Twilio) for sending text message notifications.

    • Email services for sending email notifications.

    • Security and compliance tools to ensure data protection.

    • Jira for Project management.

  • Project Summary:

    The Internal Messaging System aimed to facilitate secure communication among users within the system, including different organizations, individual users, and clients/patients. The system allowed for instant messaging, improving collaboration and expediting decision-making processes. It also included text and email push notification options to keep users informed of new messages or updates.

    Responsibilities:

    • Needs Assessment: Conducting interviews and gathering requirements from stakeholders, such as healthcare providers and patients, to understand their communication needs and challenges.

    • Defining Objectives and Scope: Establishing the goals, features, and scope of the internal messaging system to meet the communication requirements of the users.

    • Collaboration with Cross-functional Teams: Collaborating with software engineers, UX/UI designers, security experts, and legal teams to ensure the development of a secure and user-friendly messaging system.

    • Data Privacy and Compliance: Ensuring that the messaging system complies with healthcare data privacy regulations (such as HIPAA) and employs encryption for secure communication.

    • Feature Development and Prioritization: Managing the product backlog, prioritizing features for development, and ensuring alignment with project objectives.

    • Testing and Quality Assurance: Overseeing the rigorous testing of the messaging system for functionality, security, and user experience.

    • Implementation and Training: Managing the rollout of the messaging system and providing training and support materials to users.

    • Monitoring and Feedback: Establishing monitoring tools to track usage and performance, and gathering user feedback for continuous improvement.

    • Notifications Integration: Implementing and testing the integration of text and email push notifications.

    Impact and Results:

    • Improved Communication Efficiency: The average time taken for inter-organizational communication was reduced by approximately 40%.

    • Enhanced Collaboration: There was a 65% increase in collaboration among organizations, leading to more coordinated care.

    • Improved Patient Outcomes: Quicker communication and collaboration led to patients receiving care an average of 30% faster, contributing to improved health outcomes.

    • High User Satisfaction: The internal messaging system received an average user satisfaction rating of 4.7 out of 5.

    • Increased Usage: The system saw an average of 5000 messages exchanged daily within six months after implementation, indicating high adoption rates.

    Value Proposition:

    The Robust Internal Messaging System significantly improved communication efficiency, fostered collaboration among different entities, and contributed to better patient care outcomes by expediting decision-making processes.

    Technologies and Tools Used:

    • Secure messaging protocols for encrypted communication.

    • Backend technologies, such as Python or Java, for handling messaging logic.

    • Communication APIs (such as Twilio) for sending text and email notifications.

    • Security and compliance tools for data protection.

    • Jira for project management.

DISCLAIMER: I continued to act as a consultant for Spirit Inc. until August 2023. My intimate familiarity with the system and historical knowledge, gained through hands-on development from the ground up, made me a vital asset for its ongoing evolution and optimization.

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Augusta Sportswear's Enterprise PMO