Margaret LeDane
Architecting automated systems for seamless nonprofit ops.
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Margaret is ready for their next project!
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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Systems-Driven Growth: Doubling Donor Participation
The Challenge:
Luminis Health’s blood donor program faced administrative friction and manual scheduling hurdles, resulting in inconsistent donor turnout and high staff overhead.
The Solution:
I architected a repeatable donor engagement system by integrating Calendly for automated scheduling and designing automated email workflows. I managed high-volume appointments within a HIPAA-compliant EMR system to ensure data privacy and operational accuracy.
The Impact:
- 100% Increase: Doubled monthly blood donations within the first 30 days.
- Zero Manual Friction: Eliminated the need for manual appointment coordination.
- HIPAA Compliant: Maintained strict data privacy during high-volume operations.
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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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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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