CRM & Client Follow-Up Tracker
A sample CRM and follow-up system designed to organize client relationships, track communication, and keep next actions visible. This mockup demonstrates how I structure client pipelines, prioritize follow-ups, track response timing, and maintain consistent communication across active opportunities.
The tracker includes client status, last contact date, next action, due dates, priority follow-ups, and a simple communication cadence. All data shown is fictional and used for demonstration purposes only.
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Data Lineage & Quality — Global Financial Services Firm. Real professional experience (employer name withheld per confidentiality practice): produced data lineage, mapping, and quality documentation for enterprise analytics initiatives, ran complex SQL transformations supporting financial processing and reporting tools, and facilitated stakeholder meetings to define business requirements.
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:::Operations Dashboard Sample
A sample operations dashboard designed to show how I organize priorities, deadlines, client follow-ups, task ownership, and weekly workflows in one place. This mockup demonstrates how I structure operational information so teams can quickly see what needs attention, what is on track, and what needs follow-up.
The dashboard includes weekly priorities, client pipeline tracking, deadlines, response-time metrics, and a simple operating rhythm. All data shown is fictional and used for demonstration purposes only.
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Data Governance & Quality Framework — a demo template I use to structure governance conversations at the start of an engagement: four pillars (data quality, access & security, documentation, monitoring) plus a pre-engagement checklist. Built on synthetic/generic data to show documentation style, not tied to a specific client system.
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