jackie-gonzalez

A LOOK AT HOW I WORK

This portfolio features original concept projects created to show how I approach real-world business challenges. The companies and scenarios are fictional, while the strategy, analysis, systems design, and deliverables reflect the work I would perform for a client. From workflows and SOPs to dashboards and project-management systems, each piece shows how I turn moving parts into clear, workable operations.

Want to put a face to the work? Watch a 45-second introduction and meet the person behind the systems.

Meet Jackie

Systems & Operations

Scalable Short-Term Rental Operations Infrastructure

— Concept Project —

WHAT I DID:
Designed the operations infrastructure for a 9-unit tiny-home short-term rental, with one goal: create a business that could run without the owners managing every day-to-day detail.

I mapped the booking and distribution flow, evaluated and selected the systems needed to manage the property, designed the automated guest journey, planned keyless access, and structured turnover operations—then documented how each piece would work together so the business could be handed off to a professional operator.

SKILLS DEMOSTRATED:

Operations infrastructure design
Systems architecture & integration planning
Process & workflow mapping
Automation strategy
Software research, evaluation & selection
Operational scalability & handoff planning
Guest experience workflow design
Process documentation

The 5-System Operations Overview

System 1:

Booking & Distribution

System 3:

Guest Journey

View Operations Project

Data & Reporting

The Daily Crumble Co. Revenue Dashboard

— Concept Project —

WHAT I DID:
Built an interactive Excel revenue dashboard, with one goal: turn raw business data into a clear view of what was driving revenue so the owner could spot trends and make informed decisions faster.

Using Power Pivot, I connected customer, product, and order data into one model, created calculations for recurring revenue, and designed an interactive dashboard that makes it easy to identify revenue trends, top customers, and performance across product categories and industries—with filters that let the owner quickly explore the data from different angles.

SKILLS DEMOSTRATED:

Excel dashboard development
Power Pivot & data modeling
Data organization & table relationships
Revenue analysis & KPI reporting
Interactive reporting & filtering
Data visualization
Business reporting & decision support

This workbook uses advanced Excel features—including Power Pivot, the Data Model, PivotTables, and Data Model-connected slicers—that are not fully supported when the workbook is opened in a browser. For this reason, the workbook should be downloaded and opened in the Microsoft Excel desktop app to access its full functionality and interactive features.

⚠️ DESKTOP EXCEL REQUIRED FOR FULL INTERACTIVITY

Click Download Excel Workbook below.
When the workbook opens, select File → Create a Copy → Download a Copy.
Open the downloaded .xlsx file in the Microsoft Excel desktop app.

The downloaded file is your own copy to explore and will not affect the original workbook.

Watch Demo Video

Download Excel Workbook

Workflow & SOP Design

Client Onboarding Process Cleanup & SOP Overhaul

— Concept Project —

WHAT I DID:

Designed a streamlined client onboarding process for a coaching business, with one goal: create a consistent, repeatable experience that could be delivered efficiently and delegated without missed steps.

I mapped the full onboarding journey from payment confirmation through welcome communications, scheduling, client access, follow-up, and quality control; then documented the process as a detailed SOP with clear responsibilities, timelines, success criteria, troubleshooting guidance, and best practices. I also created a visual workflow map and 48–72 hour onboarding timeline to show how each step, tool, and handoff works together.

SKILLS DEMOSTRATED:

Process analysis & optimization
Standard Operating Procedure (SOP) development
Client onboarding workflow design
Process & workflow mapping
Roles, responsibilities & handoff planning
Timeline & success criteria development
Troubleshooting & exception planning
Process documentation & delegation readiness

SOP Overview

Workflow Map

Timeline Example

View SOP & Workflow Project

Project & Client Management

Juniper Lane Studio Trello Workspace

— Concept Project —

WHAT I DID:

Designed a centralized Trello-based client and project management system for a growing six-person creative studio managing multiple retainer clients, recurring deliverables, campaigns, deadlines, approvals, and team handoffs.

I built a five-board workspace covering studio oversight, recurring client delivery, campaigns and projects, client records, and internal templates and SOPs. The Client Delivery board was intentionally organized by workflow status rather than individual client, allowing the team to answer one operational question at a glance: Where is the work right now? I also created standardized card templates, ownership and priority conventions, QA and milestone checklists, client profiles, management-level visibility for priorities and bottlenecks, documented workflow standards, and a Trello automation to reduce manual completion steps.

SKILLS DEMOSTRATED:

Workflow & process design
Trello workspace architecture
Client & project management systems
Task ownership & handoff planning
Workflow status & bottleneck visibility
Reusable template development
QA & milestone tracking
Client lifecycle organization
SOP & process documentation
Priority, deadline & dependency management
Team workload visibility
Trello workflow automation

Studio Command Center

Client Delivery

Campaigns & Projects

Client Hub

SOP Library

Page updated

Report abuse