Efficiency Engineered: My Impact 

Developed a Revolutionary design for the Healthy Families Program of California with Automation, Innovation & Patent-Backed Efficiency

When Standard Register faced the challenge of maintaining the Healthy Families account for the State of California, I led a digital transformation that redefined efficiency, accuracy, and cost savings—all while securing a patent for a critical process improvement.

With over 3,000 essential documents in 17 languages across 30 counties, I spearheaded a mass digitization effort, partnering with multiple universities for translation and proofreading accuracy. To execute this vision, I assembled a high-impact team—3 developers, 6 graphic designers, and a project manager—and invested $1.5 million in Xerox hardware in addition to $300,000 in capital upgrades  to automate fulfillment at scale.

One of the key challenges was ensuring return envelopes could withstand the intense heat of roller-based automation without adhesive failure. I led the development of a patented glue formulation, allowing envelopes to maintain integrity through the high-temperature process—enabling full packet automation and seamless customer delivery.

The impact was transformative:
✅ Warehouse footprint reduced from 4,000 pieces to just 500
✅ Manual fulfillment cut by 90%, eliminating errors to near Six Sigma levels
✅ Staffing need dropped 70%, cutting waste by 83%
✅ Physical storage needs slashed by 75%, optimizing space and cost
✅ Patented envelope glue innovation enabled end-to-end automation
✅ An estimated $7 million saved annually through efficiency gains (not including all soft costs)

From concept to full production in just 9 months, this innovation secured the Healthy Families contract, set a new standard for automation-driven compliance, and introduced a patented solution that advanced the entire fulfillment industry.

Innovating Workflow Management: Automating Work Tracking & Communication with Zero Budget

Managing 40 digital storefronts with a team of 3 designers and 2 programmers required a scalable, automated tracking solution—but with no budget, innovation was the only option. To solve this, I designed and developed a custom workflow management system in MS Access, running on a TSS server with ETL automation via VBA.

This system transformed task delegation, tracking, and reporting by allowing requests to be:
✔ Manually input through a GUI or automatically imported via ETL
✔ Tracked in real time for workflow progress, secondary QA, and client approvals
✔ Integrated with automated email notifications, reducing manual work and improving response times

Key Impact & Results:

✅ Automated email notifications cut response time from 3 minutes per email to 0
✅ 250 daily emails automated, saving over 12.5 hours per day at an employee rate of $65/hour—equating to a $211,000+ annual savings
✅ Client-side efficiency improved, reducing approval search time by at least 1 minute per request with direct embedded links
✅ Reduced the need for phone and chat conversations, cutting additional soft costs related to manual follow-ups and status updates
✅ Real-time analytics & reporting, including on-time delivery, workload distribution, and billing hour tracking

By leveraging VBA, ETL automation, and intelligent workflow design, this zero-cost solution optimized internal processes, enhanced client engagement, and delivered measurable savings—all while reducing unnecessary communication overhead and providing full operational visibility for stakeholders.

Revolutionizing Billing & Cash Flow: WAN-Driven Automation for Faster Payments

Reducing the customer payment cycle from 45-60 days down to ASAP or 45 days max required a complete overhaul of how billing data was collected, processed, and invoiced. To accomplish this, I designed and implemented a wide area network (WAN), centralizing data flow to San Ramon (corporate hub) from West Sacramento, North Hollywood, Los Angeles, and Santa Ana.

The Solution:

🔹 Infrastructure Upgrade: Installed WYSE thin clients at each facility, connecting to a TSS profile that allowed dock personnel to input pickups via barcode scanners. The scan automatically opened the Profile-Dashboard, prompting users to enter quantity data.
🔹 Data Integration: The Profile-Dashboard was built using SQL as the backend and VBA MS Access as the GUI, running on TSS in San Ramon.
🔹 Automated Data Processing:
✔ Nightly ETLs collected data from sorting equipment and metering machines across all locations.
✔ Data was cross-checked against dock personnel entries, ensuring production numbers were within 0.05% accuracy.
✔ If discrepancies were found, reports were triggered for same-day resolution on-site.
🔹 Eliminated Manual Processing: Previously, dock personnel collected physical paperwork, boxed it onto a pallet, and shipped it to San Ramon at the end of the month. A team of 12 billing FTEs manually entered data into spreadsheets, delaying invoices by an entire month.

The Impact:

✅ Billing Process Acceleration: No longer reliant on paperwork, invoices were mailed by the 5th of each month with net 15 or 30 terms, reducing outstanding cash flow days from 45-60 to 35 days.
✅ Financial Benefits: The automated system fronted ~$15,000 per night but allowed for faster reimbursement, improving liquidity.
✅ Cost Savings & Workforce Optimization:
✔ Eliminated 10 FTE roles in the billing department (avg. $35/hour, saving over $700,000 annually).
✔ Reassigned 5 dock personnel (2 from LA, 1 from each of the other 4 facilities) to higher-value tasks.
✔ Overnight pallet shipments eliminated, as high-speed scanners allowed receipts to be stored on-site and scanned directly into the system.
✅ Advanced Cash Flow Analysis: The system provided real-time data on revenue trends, enabling better pricing models and financial forecasting.

By leveraging WAN connectivity, automation, and real-time data validation, we transformed billing from a slow, manual process into a streamlined, high-efficiency operation—reducing cash flow constraints and improving operational agility.