Operations Management Projects in Annapolis

Operations Management Projects in AnnapolisOperations Management Projects in Annapolis

Cover image for Executive Support & Calendar Management for Startup CEO

Executive Support & Calendar Management for Startup CEO

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Cover image for Inventory Integrity: Custom 3-Ply Loss

Inventory Integrity: Custom 3-Ply Loss Prevention The Challenge: Annapolis Lighting faced significant inventory shrinkage and untraceable losses across six retail locations due to a lack of visibility into defective merchandise and vendor returns. The Solution: I designed and implemented a proprietary Defective Merchandise Tracking System. Using a 3-ply reconciliation logic (Product/Vendor/Buyer), I created a closed-loop audit trail that accounted for every unit from the moment of defect to the final vendor credit. The Impact: - 15% Reduction in Shrinkage: Reclaimed lost revenue through precise inventory tracking. - 100% Audit Visibility: Provided leadership with real-time data on vendor performance and product quality. - Scalable: Deployed across all 6 locations and the central warehouse.

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Cover image for Case Study: Marketing Strategy for "City Bites"

Case Study: Marketing Strategy for "City Bites"

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Cover image for Case Study: CRM Transformation for “StyleHive”

Case Study: CRM Transformation for “StyleHive”

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Cover image for The leadership team needed clarity

The leadership team needed clarity on ownership and decision-making as the company scaled. I implemented an Accountability Chart in Ninety (EOS) to clearly define roles, responsibilities, and ownership across departments. This eliminated overlap, reduced decision bottlenecks, and created clearer accountability for leadership and team members. Shared here is a snippet of the finalized chart.

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Cover image for CRM Migration: $60K+ Annual Cost

CRM Migration: $60K+ Annual Cost Recovery The Challenge: Annapolis Yacht Sales was overpaying for a complex CRM (Salesforce) that was misaligned with their niche industry needs, resulting in high overhead and fragmented data. The Solution: I led the end-to-end migration to YATCOBoss. I audited digital inventory systems to resolve long-standing inaccuracies, mapped data for 100% integrity, and trained staff to ensure a seamless transition without service interruptions. The Impact: - $60,000+ annual reduction in software overhead. - 100% asset visibility across digital and physical inventory. - Seamless handoff to internal teams for independent management.

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Cover image for Healthcare Systems: Automating Volunteer Onboarding
The

Healthcare Systems: Automating Volunteer Onboarding The Challenge: Luminis Health Gilchrist Lifecare Institute required a scalable tracking system to replace manual data entry that was consuming 15+ hours weekly and risking compliance gaps. The Solution: I architected a closed-loop integration between a custom data structure and Better Impact software. I designed column-mapped synchronization, automated emails, and engineered the system for 100% audit-ready accuracy. The Impact: 15+ hours reclaimed weekly. 40% faster onboarding lead times. 100% compliance for all healthcare records.

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