Portfolio

Data Organization Projects

The Inventory Locator

 

I designed the Inventory Locator tool to aid the inventory process by automating ordering products and tracking the location of over 79,000 items in one single location.  By creating this tool I cut down 85% of time spent by the team on this project, doubled the amount of inventory we were able to move in one group, and provided a service to other departments in the form of inventory data that was previously unorganized across hundreds of spreadsheets.

The Product Lookup page allows the user to search for a single product or a large program using any of the product detail fields. The top section displays all of the product details and the bottom section displays if we were able to locate the product and the location or online link & credentials if it was found.

The Control Panel is the main page of the tool and where all the actions can be completed. Previously each of these six steps was tracked in an excel sheet (one per program) and we relied on color codes and email chains to track the progress of each group (a typical group consists of 5-10 programs per person, so the number of spreadsheets can quickly become overwhelming).

With this tool, clicking the yellow button for your step generates a list of products in the proper format with all relevant data and exports it into a list. The list can then be attached to the related blue button which creates a pre-typed, pre-addressed email to the contact at the specified source.

Once the source responds the user only needs to take the approved items, paste them into the Material ID table, and the Green button updates our data to reflect that the product was located, and when you move on to the next step it will not be included in the list. The user simply needs to work their way down the rows until they’ve arrived at the red products not available button, at which point the tool automatically updates everything remaining empty in the group to Not Located.

This tool eliminated all time spent on our side of this project, the only steps not automated in this tool are those that require our outside contacts to respond. This process allowed us to increase our order frequency & amount of products per shipment while decreasing time spent. Coupled with the tool I wrote up a comprehensive twelve-page guide of all the tools features and how to best use them.

Tool navigation powerpoint

The main project I’ve worked on for the last three years is called Product Genealogy Phase II. In this project, we’re going through every page of every product by the program and verifying the image records. The work is done in an access tool and once a product is complete it must pass our internal Quality Assurance (QA) checks. We check that the image found on the page matches the record in the tool.

The bulk of our project work is completed in Microsoft Access databases. Most people, myself included, start the project with little to no knowledge of how to operate in the databases or find the desired information. Over time I have learned how to navigate in databases, create custom queries, import & export data with Excel, and build tables and relationships. To aid in the training process I created a PowerPoint for new team members to reference as they worked through their assignments.

The main Genealogy Phase II Forum displays all the base records in the tool. The page is divided into sections which I then highlighted the critical information found in each with a brief description.

The second forum shows all the records derived from the bases. Again I highlighted the critical boxes, called out the most common error found from this page, and specifically pointed out that there are three different places the folio (page number) may be located.

 

The second forum shows all the records derived from the bases. Again I highlighted the critical boxes, called out the most common error found from this page, and specifically pointed out that there are three different places the folio (page number) may be located.

I also included a list of tips & tricks for using Access, you can read my full explanation here and designed a cheat sheet for quick reference in all things Genealogy Phase II related.

 

My Writing

The Owl in the Tree

By the Firelight

Breaking Out

StarStuck

Graphic Design

When my boss needed someone to create flyers for our local office events I volunteered to take on the projects and taught myself how to use software such as Adobe InDesign and Illustrator along the way.