Case Studies / 03 · AI & automation
AI-powered workflows and operational tools that streamlined continuing-education tracking, improved administrative efficiency, and enhanced member services.
Challenge
Continuing-education tracking and other member-services admin were largely manual — slow to process, easy to fall behind on, and taking staff time away from higher-value member support. Every cycle, the same data entry and follow-up got redone from scratch.
Approach
I designed and implemented AI-powered workflows and automation — connecting tools and applying AI assistants for repetitive processing and drafting work — to handle continuing-education record-keeping and other operational tasks that previously required manual entry and review. I worked with staff to understand where their time was actually going, since the goal wasn't automation for its own sake — it was buying back time for the parts of the job that need a person.
Result
The new workflows streamlined continuing-education tracking, improved administrative efficiency, and gave staff more time back for direct member service — an ongoing program that continues to expand into new areas of the organization's operations, from internal tools to a companion mobile app.
Automation Lead — workflow design & implementation
Ongoing
Faster CE tracking, less manual admin
The system, visualized
