At the outset of the COVID pandemic, Saint Francis Health System needed a quick way to pull information required by various stakeholders to track and monitor the virus. The requirements from Health and Human Services (HHS) were ambiguous and evolving and identification of the data and processing time were going to be challenging. I worked closely with Clinical staff members to understand and identify EPIC Electronic Health Records from patients hospitalized with COVID and created scripts, processes, and tools to pull and report accurate and timely data. The results included an upload File to SFHS Quality Group for HHS Requirements, a Self Pay Accounts Analysis file to Finance for HRSA Requirements,  Excel Models to Finance for monitoring patient volumes and drivers, and metrics to Corporate Communications for transparent communication to the community served.

The Durable Medical Equipment (DME) group purchased an application for processing patient that had a number of operational efficiencies however It did not have a way to handle sales and use tax compliance for the state of Oklahoma. The major issue would be the number of monthly DME transactions and the number of tax rates that would be applied based on a range of zip codes. I wrote an application that would import Oklahoma Tax Commission (OTC) quarterly rates and DME transactions, identify tax exceptions for each transaction, and assign the correct tax rate to each line. The final file has a number of features including a description of exceptions (non taxable items) of why a particular tax was applied.

Charged out fixed cost data circuits and per minute cost plus pricing for voice. Included a circuit cost calculator. 

ConocoPhillips environmental project managers use a web based application to manage projects. ENFOS was implemented in 2007 and the company needed someone to come in and support the application and the associated Oracle database. I worked with internal environmental users across four locations in the US and Canada to understand the process flow. I worked with the application developers based in San Francisco to understand the database schema, and the internal information technology support group to understand the interfaces with the Enterprise Resource Planning (ERP) system. I used metrics and standards to identify accrual, purchase order, and invoice bottlenecks and operational problems impacting approximately 500 users and 10,175 monthly transactions. As a result of work that I completed and documentation that I created, I was recognized by the company with an Excellence award and I was asked by ENFOS to make a presentation at the annual user conference in Chicago.

ConocoPhillips Environmental Project managers needed a way to implement financial controls around project spending. The Enterprise Resource Planning system did not have an intuitive way to review environmental project spending which is necessary to record accurate accruals. I spoke with the project managers to determine which spending aspects were critical to them and I developed a suite of charts to tell the story each month of what was happening across a portfolio of projects. The Cash Expenditures Scorecard showed both cost and volume trends and inconsistencies by site, vendor, and business unit.