CRM / Healthcare
A CRM built around how each team sells
Hands on HubSpot implementations for healthcare portfolio companies starting without a reliable sales tracking system.
Built directlyHubSpotView project: A CRM built around how each team sells
Healthcare / Reporting & data · PRIOR PROFESSIONAL WORK
More reliable healthcare eligibility data
Field mapping and validation for healthcare member and eligibility files, with a clear stop and correction process.
MY ROLE
I mapped source fields and built incoming file validation and data quality rules.
The problem
Healthcare member and eligibility data needed more reliable ingestion so downstream workflows received clean, consistent records.
What I did
- Mapped source fields into the receiving system for EDI 834, CSV, and other flat files.
- Built validation for member IDs, eligibility dates, invalid values, and file structure.
- Stopped invalid files and generated an alert to the appropriate inbox so the sender could correct and resend them.
How the team used it
- Keep bad data from moving into downstream eligibility workflows.
- Give senders a clear correction and resubmission path.
WHAT CHANGED
Improved data cleanliness, consistency, successful ingestion, and reliability of downstream eligibility workflows.
Relevant services
CONNECTED EXPERIENCE
More work to explore.
Reporting & data / Operations
One view of portfolio company health
Power BI reporting that brought funding, pipeline, burn rate, and shared resource use into a useful operating view.
Built directlyPower BI · CRM data · SpreadsheetsView project: One view of portfolio company health
Healthcare / Reporting & data
Value based care analytics
Led the design and implementation of a healthcare analytics platform focused on utilization, costs, providers, and outcomes.
Led design & implementationHealthcareView project: Value based care analytics
Illustrative reconstruction based on the workflow I built or managed. No client data shown.
LET'S MAKE THE WORK EASIER.
A clearer process.
A system that works.
Have a workflow that needs a better way? Start with the work that looks closest to yours.
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