Clients & Projects Portfolio
A showcase of various projects with anonymized company names
Recruitment Agency #1
Recruitment Agency #1 was another Seven20 job. The source system was quite a mess and one of the strangest databases I have worked with. Despite an unusual dataset requiring 4-5 table joins, the project was executed smoothly.
Children’s Charity
A favorite client who migrated from a custom Salesforce org to Salesforce Non-Profit Cloud. Tight deadlines were met by close collaboration—and additional work was done to maximize their limited budget.
Agency #1
I took over this project mid-stream due to a colleague’s absence. Despite challenges with unfamiliar source data and tight deadlines, the project reached go-live with only minor delays.
Recruitment Agency #2
My very first project—a straightforward Salesforce build for a recruitment initiative with Seven20. Despite my inexperience at the time, the migration was successful and a guide was created for future projects.
Women’s Charity
A complex project driven by intricate financial data and post go-live changes. Adjustments were made promptly to update the affected records, ensuring continuity.
Agency #2
A simple migration from Goldvision to Salesforce. Unclear database titles were overcome with manual searching and SQL scripting to locate and verify the necessary data.
Acquisition Company #1 (4 Projects)
Over the course of 4 projects, Acquisition Company #1 executed rapid Salesforce migrations with tight deadlines and complex integrations, achieving successful outcomes in each instance.
Acquisition Company #2 (6 Projects)
Acquisition Company #2 completed 6 projects focused on CRM data migrations into Salesforce. Each project tackled unique source systems and, despite minimal client involvement, maintained high accuracy and precision.
Firm #1
An interesting project that involved populating 13 Salesforce objects from just 3 tables of data—with calculation scripting to generate missing values.
Art Charity
An upcoming project focused on developing an efficient data extraction method from Microsoft Dynamics.
Hotel Firm
A project involving Dynamics 365, where overlapping methods from a similar project were adapted to extract data efficiently.
Disclaimer: The company names in this portfolio have been anonymized.