Tooling Assessment at HeyJane

Gather data on customer support KPIs within HIPAA constraints.

Assessment and recommendations of compliant tools and processes.

Recommendation of current-state tools

Resulted in company updating processes to enable data & reporting of key metrics.

Conducted due diligence of additional HIPAA-friendly systems

Partnered with newly hired VP of Eng and Exec team to facilitate buy vs. build tradeoffs for internal Ops systems.

Trained Ops team on framework to prioritize & communicate Product needs

Directly & positively impacted the customer experience.

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Operating Model @ Wealthsimple

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Process Automation @ Uber