Systems Integration, Workflow Strategy & Website Redesign

Hired for design. Ended up leading a system transformation.

I was brought in to improve visual design, web presence, and marketing. Within weeks, it became clear the real problem wasn’t visual—it was operational. Core systems were disconnected, workflows were manual, and critical processes were fragmented across departments.

The company had spent years attempting to solve a FileMaker and QuickBooks integration without success. No one internally or externally had been able to move it forward.

I took ownership of defining the problem, structuring the solution, and moving the project into execution.

The Problem

• Disconnected systems with no integration between operations and finance
• Heavy reliance on manual processes to move information
• Data inconsistencies across departments
• Redundant workflows and duplicated effort
• Lack of visibility into production, inventory, and financial activity

What should have been a connected system was operating in isolated parts.

Defining the Solution

Before anything could be built, the problem needed to be made clear and actionable.

I worked across departments to understand how information moved through the business and where breakdowns occurred. This led to a simple, executable requirement:

Create a QuickBooks invoice automatically from a FileMaker packing list.

This shifted the project from an abstract technical challenge to a defined business outcome—reducing manual work, improving accuracy, and enabling real-time financial visibility.

Building the Execution Framework

With no existing structure in place, I created a phased implementation plan to move the project forward.

I defined:

• Immediate priorities, mid-phase execution, and final rollout stages
• Responsibilities across the FileMaker developer, IT staff, and internal teams
• Task-level deliverables and deadlines
• Hardware selection, installation planning, rollout strategy, and training

This framework aligned development, operations, and finance into a coordinated effort and turned a stalled initiative into an executable plan.