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Portfolio Highlights
This page is where we can let the work we do speak for itself. Additionally, you can find insight ahead of the consult on how your specialist likes to work.
Portfolio - Theo
Portfolio Highlight #1
Product Development;
Book Cover Design w/ Content Formatting & Editing
Goal:
My role within the creation of this product was to create a Book Cover that illustrates its utility with a balance of words and symbols. In addition, The images needed to be coherent within multiple formats in order to be available on multiple marketplaces (Such as Ingram Spark and Amazon KDP). Lastly I supported the text formatting, editing process in both English and Haitian Kreyol.
Process:
With this Book Design it was all about building upon iteration after iteration. We agreed on a final book cover design on the third version, with our first version being a rough mock-up in order to find what conceptually does and does not work to convey utility. Images were generated, altered, and edited in Adobe Photoshop and Canva.
When working on the internal content of the book, I partnered with the Co-Author in order to empower them. In short, I had the technical prowess necessary to enable the Co-Author to get their expertise in Nursing and Education into the pages correctly. I used Microsoft Word and Microsoft Publisher.
Challenges:
My Haitian Kreyol was not strong enough to remove all the barriers for the authors with my assistance. I had to rely on the Author and Co-Author to proof-read the text and couldn't provide any meaningful assistance to the text in Haitian Kreyol
End Result:
Although the product was completed behind schedule, the end result was a high quality learning tool that is an entirely unique. This book serves as a beacon of competency and commitment
Portfolio Highlight #2
Custom Web Portal;
Creating a Bespoke End-User Interface for an E-learning Business
Goal:
To enable students to interact with the databases that held the data they produced throughout their completion of a course. By adding clarity to their progress, this solution aimed to reduce support tickets and time spent solving them for admin staff.
Process:
First, we needed to identify and map out the key landmarks in the student pathway in order to understand where the student pain-points are. Once this was understood, we moved forward with creating the database. Since this business did not want to integrate Zapier for financial reasons, I had to host and code the functionality of the webhooks on their site. Their site was hosted on Wix, we were able to build all the functions necessary on their backend.js file. For the last step for the functional side of this job, I had to map the webhooks to the appropriate points within the business' LMS (Learning Management System).
Now that the technical side was tested and operational, we designed custom elements that accepted a 9 digit Course-ID number and queried the database in order to only show the student their respective information. This 9-digit code allowed for the database to organize multiple enrollments from the same student.
Challenges:
This was the first time I had to use JavaScript (and adjacent technologies; node.js, etc. . .) for a consultation. I had to thoroughly comb through Wix Documentation, and constantly map out my work in order to ensure my lack of familiarity did not blind me to obvious fixes that I would think of clearly in python (my primary coding language).
Additionally, the student base were not tech savvy. So using a simpler version of user-verification in order to access the student portal proved to be quite the endeavor. Wix by design, suggests unto businesses to use their log-in/member areas for this type of validation. But since the population the business serves are not strong email/web users, we decided on the convention similar to a school-ID. It's an easier concept to understand, adult learners know intuitively to keep an ID number saved.
End Result:
This is a newly completed project, although I do not have any data from the business to report. I have built a miniature version of this Web Portal for you to interact with.
Admin Asst.
Portfolio Highlight #3
Marketing Funnel;
Creating Parallel E-mail Funnels that respond to actions taken by the End User
Goal:
This Business served a multi-cultural Population and needed to present marketing in multiple languages in order to educate students on their high ticket service item. Customers usually spent 1-2 months in the company's sales funnel before converting. In order to shorten the conversion time, interactivity was added to the sales funnel in order to empower the customer to receive information in their primary language.
Process:
First, we proof-read and then translated all email marketing copy to 3 additional languages. Then we added simple buttons to key emails since the business had a strong click through rate within their industry. Automation within ActiveCampaign and Zapier was used to create a discerning funnel that remembered where the student left of in their prior funnel.
Marketing
Challenges:
Because our solution needed to fall in line with the Overall Business' goal of reducing the cost of marketing, The solution needs to not only be effective but elegantly efficient since it used a paid API integration software (Zapier). This made it difficult to find an elegant solution that fell in line with the micro and macro goals of the business.
End Result:
Although we are still collecting data, Emails had an increased Click through rate compared to the same time last year. Additionally, The business was able to better serve a new diverse community.
Portfolio Highlight #4
Book-Keeping Support;
Yearly Compliance reporting for Office of the State Auditor, MA
Goal:
My goal was to provide an accurate and clear view of the financial health of the client's business to the owner and to structure this information into accurate reports compliant to all guidelines provided by the Office of the State Auditor.
Process:
This Book-keeping work required me to complete 3 tasks. First was Bank Reconciliation across multiple bank accounts. Next, was to review the non-financial data that was relevant to reports requested from OSA. This meant exporting and compiling data across half a dozen separate software programs used by the business. Lastly, we used everything gathered in the prior two steps in order to prepare the requested projections, reports, and other financial statements. In order to complete this I used Intuit Quickbooks and Google Sheets.
Book-keeping
Challenges:
The volume of work within the timeframe it needed to be completed within was simply astounding. All of the data generated within the time period since last renewal (1 year) needed to be processed. And because OSA compliance was necessary for the Business to run, The deadline for the work to be complete was non-negotiable.
End Result:
All necessary documents were presented, reviewed internally, and sent before the deadline. In addition, tutorials were created in order to assist whoever within their staff will be tackling this task next year.
Portfolio Highlight #5
AI Service Recommender; with Multi-lingual support
Goal:
The goal was to build a chatbot that served as a course specialist and recommend a program based on the needs of the student. This chatbot needed to integrate with existing marketing CRM in Wix, collect form submissions, and make cogent decisions based on the information provided by the potential client.
Process:
When working with AI, my philosophy is to make as much of the process deterministic as possible. I approached this by first gaining a deep understanding of the FAQ for each of the courses. An AI chatbot lives or dies by how accurately it can process information within its knowledge base.
Next, we needed to make the decision on how to construct our knowledge base, which AI API platform to use and how they would connect to one another. This is because the most efficient way to construct documents within a knowledge base is to make each of the documents a Markdown file but none of the staff working at the company are technical. They would not be able to update the FAQ without breaking formatting in the file. With this consideration and the priority of flexibility being made by the client, we decided to use a Google folder and made a google service account to hand files to a node based server. This server.js (Hosted via Render) also worked as a hub for other JS files within the repo that helped add functionality to the widget.
Lastly, we honed through revisions exactly what the users behavior would be and what design feature the chatbot needed to be intuitive, such as the ability to change an answer and get a new recommendation, speak in the users preferred language, and give a button that directs to a payment link.
AI agent
Challenges:
The project was simple in theory but the complexity of the service and the sharpness of the information actually made it very difficult to get our AI agent to be accurate and safeguard it from it's own capacity for hallucination.
End Result:
The AI is live on the Customer's website and the AI has closed its first sale! You can access a demo for the chat agent using the button below.
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