Summary
Overview
Work History
Education
Skills
Professional Development
Work Availability
Interests
Timeline
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Cynthia Robertson Shaffer

Cynthia Robertson Shaffer

Data And Automation Specialist
Portland,OR

Summary

Detail-oriented, innovative professional with over 20 years of data management experience focused on client success. Expert in identifying and solving workflow pain points, with the goal of helping clients get the most from their day.

Overview

3
3
years of post-secondary education
28
28
years of professional experience

Work History

Owner

Blue Rock - Daylite Help Zapier Help
Portland, OR
07.2002 - Current
  • Responsible for assisting clients with the entire Daylite CRM experience: from the initial decision to upgrade to Daylite, to hardware and license needs, installing and configuring Daylite Server (prior to Daylite's move to Cloud hosting), to customized workflow analysis and training, to using f-script to design and build custom Daylite reports
  • Trained end-users on getting the most out of Daylite, including customizing its expansive preferences and developing effective workflows by performing deep analysis of each client's particular pain points
  • Created multi-step custom Zaps in Zapier to integrate Daylite with 3rd party applications, automating their workflow and eliminating the need for clients to perform double data entry across their applications
  • Using f-script, designed and programmed advanced stock Daylite reports that are available for purchase on Blue Rock's website, at www.daylitehelp.com/reports
  • Using f-script, designed and programmed advanced custom Daylite reports per client's specifications
  • Designed, built, and maintained Blue Rock's Wix website at daylitehelp.com

Associate Director, and Continuing Education Coordinator

Institute of Business and Finance
La Jolla, CA
01.1994 - 06.2002
  • Began career at the Institute as the Continuing Education Coordinator, then promoted to Associate Director which was the number two position in the company
  • Programmed and maintained custom Filemaker relational databases to manage enrollment, testing, and continuing education tracking
  • Annually updated The 100 Best Mutual Funds You Can Buy book, which included mutual funds returns research, and programmed a custom Filemaker database to input the data and build the book contents accordingly using custom calculations and scripts
  • Simplified hardware pool by moving company to all Mac systems, including determining appropriate hardware purchases, installation, and staff training
  • Responsible for hiring, training, and managing staff members

Education

Bachelor of Arts - Criminal Justice

California State University
Fullerton, CA
09.1990 - 06.1993

Skills

F-script

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Professional Development

I have a strong commitment to continuing my professional development and community engagement. Below are some of my course achievements:

  • Introduction to Data Visualization with Seaborn
  • Introduction to Data Visualization with Matplotlib
  • pandas Foundations
  • Intermediate Python
  • Introduction to Data Science in Python
  • Introduction to Python
  • COVID-19 Contact Tracing, Johns Hopkins University and Coursera

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Interests

Landscape Photography

Exploring the Pacific Northwest

Timeline

Owner

Blue Rock - Daylite Help Zapier Help
07.2002 - Current

Associate Director, and Continuing Education Coordinator

Institute of Business and Finance
01.1994 - 06.2002

Bachelor of Arts - Criminal Justice

California State University
09.1990 - 06.1993

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Cynthia Robertson ShafferData And Automation Specialist