Process Automation

Process Automation Cogs

Process Automation refers to the systematic design and implementation of workflows that replace manual, repetitive tasks with efficient, rules-based systems. It involves identifying high-impact processes, scripting logic-driven solutions, and integrating tools that streamline data handling, reporting, and decision-making—allowing teams to operate with greater speed, accuracy, and consistency.

Key activities in process automation include data preparation (cleaning and normalizing inputs), workflow orchestration (defining step-by-step logic), system integration (connecting data sources and platforms), output generation (producing reports or audit artifacts), and error handling (ensuring resilience and traceability). Effective automation also emphasizes scalability and sustainability, allowing processes to grow and adapt without added manual burden.

The benefits of effective process automation are substantial. Organizations can:

Additionally, process automation enables organizations to respond more quickly to changing business needs by reducing reliance on manual intervention, ensuring that critical processes remain consistent, traceable, and adaptable under pressure.

Case Study

Knowledge Base Weekly Reconciliation

Manual reconciliation between multiple GIS datasets was time-consuming, requiring 1–3 hours weekly with potential for human error. A solution was needed to help solve for both.

Projects

Confluence Metadata & Tracking Block Automation

Automated process of updating over 2,000 Confluence pages requiring updated metadata and the injection of a tracking HTML block to enable user interaction analytics.

Policy Exception Tracker Cleanup

Developed a VBA script to merge datasets from disparate exception tracking tools into a single, sortable Excel dashboard.

HR Access Sheet Validator

Developed a Python script that cross-checked HR system exports against expected access control sheets to identify mismatches and expired credentials.

Skills

Tools

Services

I approach automation with a focus on clarity, sustainability, and value. Each engagement starts with understanding the existing workflow—what’s working, what’s not, and where automation can make the biggest impact. Services typically include:

Evaluate existing workflows to uncover inefficiencies, redundancies, and bottlenecks. Document findings and recommend automation strategies tailored to real-world constraints.

Design and implement logical, multi-step automations that mimic human actions—merging datasets, injecting metadata, managing file exports, or processing records across platforms like Confluence and SharePoint.

Scrub, normalize, de-duplicate, and merge structured data from Excel, CSVs, or internal systems. Ensure that data is accurate, consistent, and ready for reporting or downstream processing.

Generate summaries, dashboards, and audit logs automatically as part of your recurring processes. Automations can export Excel files, format structured reports, or trigger notification emails when needed.

Other Areas I Support

Explore the other services that I have to offer.