Process Standardization and Sales Workflow Development
Meghan Anderson
Project Manager
Automation Engineer
Data Analyst
LucidCharts
monday.com
Process Design and Automation:
Designed and refined leasing, move-in, and renewal workflows in Lucidchart and Monday.com.
Streamlined client’s sales process, integrating stages and triggers to improve efficiency.
SOP and Training Material Development:
Created and updated SOPs for property management workflows, ensuring they aligned with client’s operational standards.
Delivered Loom tutorials and process documentation for team onboarding and training.
Data Integration and Reporting:
Built KPI trackers in DOMO and Google Sheets, enabling client to monitor key operational metrics effectively.
Standardized data entry and reporting processes, ensuring consistency across platforms.
Collaboration and Project Management:
Worked closely with client leadership to customize workflows and refine automations.
Scheduled regular check-ins and managed deliverables to ensure project milestones were met.
