Bryanna

Implementation Coordinator

LEGAL • Tiempo completo

Mar 2025 - Sep 2026 • 1 yr 6 mos

* Managed software implementations and supported clients through system configuration, testing, troubleshooting, documentation, and process development. * Worked extensively with SmartAdvocate, including UDF configuration, templates, workflows, data management, and implementation processes. * Developed Excel/VBA tools and macros to automate data validation, name cleanup, formatting, field mapping, string generation, and bulk data modifications. * Created standardized Excel protocols for mass SmartAdvocate UDF updates, improving consistency and reducing manual configuration work. * Built Power Automate workflows connecting Microsoft Forms, document uploads, tracking, and Teams communications to streamline implementation processes. * Created systems for tracking firm-provided documents, AI export documents, missing documentation, and client-finder materials. * Researched and identified previously undocumented SmartAdvocate functionality, independently testing text-message templates and case-tagging capabilities before presenting findings to leadership. * Created manual test cases and documentation for new functionality, including project tracking, meeting notes, and presentation materials. * Used PowerShell, Azure AD, HTML, Excel VBA, and Power Automate to troubleshoot technical issues and develop practical solutions. * Translated technical system capabilities into practical business processes and communicated findings to stakeholders and leadership. * Identified opportunities for automation and process improvement, creating reusable tools and workflows instead of relying on repetitive manual processes. * Independently learned new technologies and system functionality through research, experimentation, testing, and hands-on problem solving. * Served as a bridge between technical teams, business requirements, system functionality, and end-user needs.