Business Process Analyst · Houston, TX

I simplify complex work.

Business process analyst and learning designer who maps how work really flows, fixes what’s broken, and builds practical AI tools to keep it that way. As a former teacher, I explain change in plain language, then test it small before launching big.

86%
Drop in out-of-scope work
Earlier intake-to-delivery transformation at Optum, Instructional Designer role, Feb–Sep 2024
99%
Adoption of the agile process, measured by the daily stand-up response rate
Earlier intake-to-delivery transformation at Optum, Instructional Designer role, Feb–Sep 2024
77%
Of the team reported less stress
Earlier intake-to-delivery transformation at Optum, Instructional Designer role, Feb–Sep 2024

How I work

Discover

Interview, observe, and read the data to see how work actually flows, not how the chart says it does.

Diagnose

Find the root cause behind the delays, rework, and workarounds.

Design and pilot

Redesign the workflow, build a lightweight tool or AI agent, and pilot it with real users before scaling.

Featured work

Optum · Business Process Analyst · Sep 2024–present

Process pilots

Project sizing

A t-shirt-size framework for sizing projects by deliverable, built from an analysis of 1,100+ completed projects. Currently being piloted by a small test group.

Discovery process

Three agents I built to walk through the discovery process, tested against each other to see which instructions work best. Currently being piloted by a small test group.

Optum · Instructional Designer · Feb–Sep 2024

From request to delivery: a shared intake process

The team was handling ad-hoc requests with no consistent intake. I led a shared intake-through-delivery redesign with automated Smartsheet intake, a reusable charter template, and an agile cadence. Out-of-scope work dropped 86% and the new process reached 99% adoption, measured by the team’s daily stand-up response rate.

86%
Less out-of-scope work
99%
Adoption of the agile process, measured by the daily stand-up response rate
77%
Of the team reported less stress
Agile process flow for requesters: quarterly agile planning, product sprint, sprint review

Builds

I like making the thing, not just describing it. These are working agents, tools, and learning experiences I’ve built to take the busywork out of real workflows. Some come from my day job and some are personal projects.

AI agents

About 10 agents in everyday work tools

Built in native tools like Copilot to cut manual work for project managers and instructional designers. They live inside work tools, so there’s no public demo, but I’m happy to walk through how they work.

Workflow tools

Crew Compliance Agent

Reviews a training roster, flags gaps, and drafts follow-ups. Demo with sample data.

Try the demo →

ReviewSync

A review-and-approval tool that tracks rounds, deadlines, and bottlenecks. Demo with sample data.

Try the demo →

Learning and customer education

Dropped Objects Safety Coach

Conversational safety training for oil and gas workers. Demo with sample data.

Try the demo →

Employee onboarding experience

An interactive onboarding journey for a small business, with policies, role training, knowledge checks, and an owner view of staff progress. Demo with sample data.

Try the demo →

New client onboarding experience

A step-by-step welcome path that walks a new client from sign-up to their first visit. Demo with sample data.

Try the demo →

Course samples and job aids

Storyline interactions, a safety course intro, and a stakeholder intake guide.

See the samples →

About

I’m a Business Process Analyst at Optum, working on learning and development operations. Before that I was an instructional designer who led an intake-to-delivery transformation, and before that I taught for years. That mix is why I care about both the process and the people who have to live in it. Certified Scrum Master. Texas A&M graduate.

Business Process Analyst Certified Scrum Master Texas A&M graduate Houston, TX

Writing

Want to compare notes?

I’m always glad to talk process, learning operations, and AI-enabled workflows. Email or find me on LinkedIn.