Here are a few examples of my work for you to browse through to understand some of the services I offer. I can teach you how to create these assets or do it for you.

Program & Project Management

Processes & Workflows

Bus, Func & UAT Requirements

Operations & Communications

Content Management & Search

Training & Org Change Mgmt

Program & Project Management Artifact Examples

Digital transformation projects, products, and programs require clear vision documentation, business requirements, business objectives, project plans, technical roadmaps, technical implementation plans, communication plans, change management plans, training, and adoption plans. I can teach you how to create them or do it for you.

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Project Timing Leading up to Intranet Launch

Here are a few elements of a communications plan for an Intranet project covering roles and responsibilities of users of the new...

Project Plan for Intuit Taxonomy Design & Implementation

Intuit required one of those up-front mini projects to be considered for their contract role leading taxonomy design for HR. I had always...

Project Plan for Business Users Working on Building a New Intranet

Here's a business view of a project plan for senior managers to get an idea of what types of work would be going on over the next 10...

Communications About Using Microsoft Teams, Jira and Confluence for all Project Documentation

At the kick off of every project I like to lay out clear instructions about how everyone will document various aspects of the project and...

Content Migration Planning & Project Timing Estimates

Here's a simple summary assessment for the time it would take a client to migrate ~11,500 content assets if they decided to not audit it...

Mercedes-Benz Robotaxi Project Summary

I put this summary together to represent a high level of work I did at Mercedes-Benz.

Business, Functional & Solution Requirements Examples

Business vision and business requirements are the most critical and most neglected artifacts created for any project. They vary greatly whether you're working in an Agile / Scrum environment or in a slow-paced Waterfall environment. I can teach you how to create them or do it for you.

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Enterprise Content Publishing Methodology Functional Overview

Here are a few excerpts from an enterprise content management publishing platform I put together for a software company's technical...

Enterprise Content Management User and System Behavior Functional Requirements

Here is an excerpt from an enterprise content management system for which I authored the business, functional, and governance...

Requirements Gathering Workshops Using Mind Maps

Functional Requirements Waterfall Document

Here's a basic example of system functional requirements. Nothing fancy, just the facts for Waterfall documentation. It's also not a...

Security Roles and Permissions Functional Requirements

Here's an example of a cross-functional, multiple-role, security matrices I created for a client who wanted to integrate and control...

Business User Requirements Microsoft Yammer

Here's an example of User Requirements document, also called Business Requirements for a technology project. There are many different...

Content Management & Search Examples

Enterprise Content Management Systems and Search projects include multiple new technologies, new types of business users, new user experiences (UX), new user interfaces (UI), new workflows, new processes, new content, and new ways of doing business. Here are a few examples of Content Management Systems (CMS) requirements, taxonomy designs, automated archiving, content management concepts and topics you'll run into. I can teach you to do, or do it for you.

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Search Requirements within a Regulated Document Management System

Here are a couple advanced search requirements designed to function within a regulated, quality control, document management system for...

Enterprise Content Management Asset Lifecycle State Management

Here are some excerpts from an ECM system I defined for a software company. These requirements define various states a content asset will...

Business Communications About Why Certain Technology is Required for MVP

Sometimes when project teams are looking for ways to make a MVP (most valuable/viable product) as easy and feasible within constraints...

Information Architecture / Taxonomy for One Healthcare-related Department

Here's a simple overview of one department after going through a mind mapping and taxonomy design workshop. The maps for each department...

Auto-review Archive Content Remove from Search Results

Here's a process flow I put together to illustrate automation options for information governance. Annual reviews of intranet content...

Governance for Portals and Content Management

If you're working in an environment where you have more than one portal, a lot of organizations do, it's critical you have human and...

Processes & Workflow Examples

Digital transformation initiatives include business process re-engineering, process mapping, optimization, automation, data mapping, system flows, workflows, and user journey flows. I can teach you how to do this or do it for you.

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Enterprise Document Management System Process Flows

Here's an excerpt from a user requirements document I put together outlining how the business users would interact with a new, regulated,...

Enterprise Document Management System Replacement Project

Here is a future state EDMS (Enterprise Document Management System) process flow defining how the new system will manage workflows to...

Content Contribution Process and Workflow

Here's an example of an umbrella process flow detailing a content asset life cycle and the various roles involved during the process to...

Informal Content Approval Workflow

Here's a simple automated content approval flow for information not requiring stringent reviews before publishing to the corporate intranet.

Formal Content Workflow Process Approval

Here's a workflow to illustrate how we could set up a content publishing system to automate the attribute assignments, reviews, and...

Automated Taxonomy Categorization Workflow Process for Updates Salesforce

Here's an example of a process flow I created for automated maintenance of a taxonomy we created. We wanted to make it easy for customer...

Operations & Communications
Examples

Digital transformation includes many types of communications around how operations, processes, tools, and people will be changing. Roles and responsibilities during those changes are critical for success. I can teach you how to create them or do it for you.

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Operations Communication Videos About How to Use New Taxonomies

I like to feature as many short-form videos as possible in response to questions team members are asking in our online collaboration...

Operations & Communications During Large Intranet Modernization & Content Migration

The way you decide to communicate, manage logistics, train, and support async knowledge transfer will make or break your content...

Business Communications About Why Certain Technology is Required for MVP

Sometimes when project teams are looking for ways to make a MVP (most valuable/viable product) as easy and feasible within constraints...

How To Migrate Your Content into New Publishing & Search

This is a simple five-step process I put together to communicate the different types of tasks business users were expected to complete...

Intranet RACI for Corporate Communications and Operations

Here's an example of a RACI I put together to illustrate logistics and moving parts of a content migration out of a legacy content...

Technical Program Central Communications & Operations

Here's a process we put in place for all technical issues to come through me to run Root Cause Analysis (RCA), deploy resources to...

Training & Organizational Change Management Examples

Digital transformation projects and programs require substantial communications to explain why things are changing, what's being delivered, who's doing what, where changes will occur, when changes will happen, and how teams will be supported at each step. I can teach you how to create them or do it for you.

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Training Videos and 1-2 Minute Quick Start Guides for New Taxonomy

I like to put live training sessions together for at least a few weeks leading up to and after launch of new taxonomies. I record these...

Change Timeline Events Occurring Over 6 Months

I like to create theme-based change timelines so people can wrap their minds around different types of thoughts during different months...

Project Timing Leading up to Intranet Launch

Here are a few elements of a communications plan for an Intranet project covering roles and responsibilities of users of the new...

Change Management & Training Strategy for Taxonomy Implementation

Here's a high level recommendation I made for a client who wanted to understand the best way to drive internal adoption for a system many...

Enterprise Content Management Lifecycle for Change Management & Training

I use this simple diagram to represent big picture ideas about types of content management tools organizations can use. Once you start...

Training Videos for Content Management System Authors

I've found using a combination of email, Teams and/or Slack posts, wikis w/ links, and short-form, 1-2 minute training videos is a...

Testimonials

People have said some nice things about me, check them out...

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Testimonial

Testimonial: Intuit - Derek Osborne

Stephanie joined the Intuit team to create the taxonomy for HR related content, help tickets, and search strings. Within weeks of joining...

Testimonial

Testimonial: Gap Inc., Art Dirk

I worked with Stephanie on an internal project from September 2019 through June 2020, and she played a major role in driving the...

Testimonial

Testimonial: Gap Inc., Glenn Cristou

I had the privilege of working with Stephanie on a project for Gap Inc. which involved the complete rework of their global corporate...

Testimonial

Testimonial: Bio-Rad, Shaun Jani

It’s rare that you come across stand-out talent like Stephanie. I've had the pleasure of working with Stephanie for the past several...

Testimonial

Testimonial: Bio-Rad, Chris Duenas

Stephanie and I were peers in the eBusiness department for Bio-Rad Laboratories. Stephanie took on several challenging analysis...

Testimonial

Testimonial: Genentech - Daniel Schmitz

Stephanie applies considerable creativity and vision in helping companies/organizations to enable and automate their business processes...

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Here are a few examples of my work for you to browse through to understand some of the services I offer. I can teach you how to create these assets or do it for you.

Program & Project Management Artifact Examples

Business, Functional & Solution Requirements Examples

Content Management & Search Examples

Processes & Workflow Examples

Operations & Communications Examples

Training & Organizational Change Management Examples

Testimonials

Operations & Communications
Examples