STEPHANIE MORRIS
Spring,TX
Summary
Results-driven business strategist with a passion for solving complex operational challenges through data-driven insights. With a deep understanding of Service Operations and Logistics, I approach problems from a business-first perspective—leveraging technology and analytics as tools to drive efficiency, cost savings, and performance improvements. My analysis is designed with a bias for action, providing leadership with practical, actionable insights that lead to tangible financial impact. Adept at optimizing workforce planning, implementing geospatial analytics, and developing key performance indicators (KPIs) that translate into measurable business outcomes. Proven ability to bridge the gap between data and decision-making to enable organizations to execute smarter, faster, and more profitably.
Overview
22
22
years of professional experience
Work History
Director of Data Analytics
BFC Solutions
09.2022 - Current
- Developed operational dashboards to track team and technician performance, providing real-time comparisons of Actual vs. Budgeted Hours (e.g., drive time, work time, indirect time) and Actual vs. Planned Miles to improve route adherence and cost control.
- Introduced previously untracked KPIs, such as Geo Sequence Compliance and Plan Stop Attainment, allowing leadership to measure technician productivity, stop completion rates, and adherence to optimal route sequencing—minimizing unnecessary miles caused by trip detours.
- Built a service costing model in SQL to assign costs to CRM Timesheet entries, integrating overtime rules aligned with state regulations and tech wage rate data. This allowed BFC to evaluate Team and Customer profitability for the first time. Calculated overhead rates and developed a mechanism for allocating OH costs to customers, providing the company with critical insights into their true operational costs, enabling them to factor overhead accurately into service estimates and proposals to ensure profitability.
- Created a Revenue Forecast in Power BI, giving leadership real-time visibility into Actual vs. Forecasted Revenue compared to the Base Budget for the first time. This enabled slicing and dicing revenue data by Month, Team, Customer, Line of Business, and more for in-depth financial insights.
- Developed a Labor Capacity Forecast, calculating the number of technicians needed per month to meet demand versus the actual number of technicians available—allowing leadership to identify hiring opportunities during peak seasons.
- Led a geospatial analysis initiative, creating dedicated, balanced, non-overlapping territories to optimize technician workload distribution and improve service efficiency.
- Designed a cadence realignment strategy based on three key principles: Monthly Balance: Evenly distributing workloads across months to avoid spikes or gaps. Geographical Logic: Aligning schedules so that sites nearby share the same cadence (e.g., 01-04-07-10 or 02-05-08-12). Staggered Visits: Creating a balanced and predictable schedule ensures consistent, stable, and manageable workloads for each technician.
- Developed a custom SQL procedure to automate cadence realignment, eliminating the need for expensive software and saving hundreds of hours of manual effort.
- Analyzed technician and storage unit locations, comparing them to ideal spots based on workload concentration. Highlighted high-density work areas lacking local technicians to identify strategic hiring opportunities.
- Played a pivotal role in reviving and successfully deploying Live Dispatch, an automated scheduling tool that prioritizes missed stops based on urgency—working closely with field teams and Descartes to refine the optimization engine.
- Developed a Power App to track Safety, Auto, and Customer Damage Incidents, eliminating the need for a third-party tool. Integrated PowerApps with Power BI for streamlined Safety Reporting, saving the company $17K annually.
- Regularly perform ad hoc data analysis and executive reporting, uncovering hidden opportunities in the data and advising leadership on cost-saving strategies and operational improvements.
Manager Service Operations Analytics
TK Elevator
01.2019 - 09.2022
- Developed dashboards and KPI reports, empowering leadership to monitor technician performance, identify inefficiencies, and implement cost-saving strategies.
- Led strategic planning and analytics initiatives to enhance decision-making and operational efficiencies.
- Advised senior leadership on data-driven strategies, ensuring alignment with business goals.
- Created automated solutions for trend analysis, financial modeling, and performance tracking to support budgeting, forecasting, and continuous improvement efforts.
- Led the regional rollout of ServiceSite, a web-based enterprise tool for scheduling and resource management, ensuring a smooth implementation within my assigned region to optimize field operations and workforce coordination.
- Conducted capacity planning and performance analysis to ensure branch offices were adequately staffed and operationally efficient.
- Led financial and operational analyses, driving informed decision-making and improved business processes.
- Established standard operating procedures to enhance service delivery and operational consistency, ensuring alignment with company growth objectives.
Manager Strategic Planning And Analysis
TruGreen Corporate
04.2014 - 12.2018
- Led the successful execution of the Base Price Increase initiative, delivering a $22M impact to EBITDA .
- Developed customer retention metrics from raw data to measure improvements in operational efficiency and pricing strategy.
- Led the BI software selection process, evaluating prospective vendors through trial implementations to assess technical feasibility and define the company's BI strategy.
- Worked with consultants to establish a Tableau environment, implementing Tableau Desktop and Tableau Server to enhance enterprise-wide analytics.
- Developed the first set of operational dashboards and reports, providing leadership with real-time visibility into key performance metrics.
- Created analytical dashboards to uncover trends in Sales, Customer Retention, Pricing, and Production Pacing.
- Developed forecasting tools to analyze revenue variance, business pipeline, and industry trends.
- Supported merger integration efforts, analyzing synergy realization and its impact on the P&L.
- Provided financial oversight and strategic advice to corporate stakeholders to improve decision-making.
- Managed the deployment of data to the data warehouse, ensuring consistency and accessibility across departments.
- Built a library of reusable models and knowledge assets, streamlining business intelligence reporting and analytics.
- Developed database objects, including tables, views, and materialized views using SQL to support enterprise reporting needs.
US Field Operations Analyst
ThyssenKrupp Elevator
01.2003 - 12.2013
- Conducted manpower utilization studies to estimate the number of technicians required for preventive maintenance across key markets.
- Developed a route planning initiative to optimize labor costs, create efficient service routes, and conduct what-if analysis, allowing leadership to balance workloads and right-size field operations.
- Conducted profit degradation analysis, monitoring low-margin accounts and developing a Margin Acceleration Program to optimize pricing, identify modernization and repair opportunities, correct billing errors, and improve route efficiency.
- Led the analysis, consolidation, and presentation of operational data, identifying trends and patterns to drive business decisions.
Education
Some College (No Degree) - Computer Science
University of Phoenix
Dallas, TexasSkills
- Business Intelligence & Operational Analytics
- Service Costing & Profitability Analysis
- Workforce & Territory Optimization
- KPI Development & Performance Management
- Geospatial & Route Planning Analysis
- Process Automation & Data-Driven Decision Making
- Strategic Planning & Cost Reduction
- Stakeholder Collaboration & Executive Reporting
Timeline
Director of Data Analytics
BFC Solutions
09.2022 - Current
Manager Service Operations Analytics
TK Elevator
01.2019 - 09.2022
Manager Strategic Planning And Analysis
TruGreen Corporate
04.2014 - 12.2018
US Field Operations Analyst
ThyssenKrupp Elevator
01.2003 - 12.2013
Some College (No Degree) - Computer Science
University of Phoenix
Additional Information
- TruGreen President's Club (2017): Recognized for key contributions to the successful merger of Scotts Lawn Care and TruGreen.
- Global Impact Award (2012): Honored by the CEO of TKE Americas for designing and developing RouteVision, a route optimization initiative that generated $37M in operational efficiency gains within three years.
- TKE Customer Service Award (2011): Acknowledged by the Regional President for delivering exceptional customer service and support during the Oracle implementation.
- TKBest (2011): Selected by the President and CEO to represent the Americas Business Unit in the conceptualization and launch of TKMAP, a Margin Acceleration Program that delivered a $6.2M operational gain within its first year.
- President's Award (2010): Recognized by the President and CEO of TKE Americas for business excellence in Service and Technology.
- TKBest (2010): National award recipient for leading the conceptual design and implementation of RouteVision.
- TKBest (2008): National award recipient for designing TKiGNITE, an application that optimized the end-to-end lifecycle of sales leads from inception to completion.
Work Preference
Work Type
Full TimeContract WorkGig WorkWork Location
RemoteHybridOn-SiteImportant To Me
Work from home optionPersonal development programsPaid sick leave401k matchStock Options / Equity / Profit SharingWork-life balanceCareer advancementFlexible work hoursCompany CultureHealthcare benefitsPaid time offTechnical Skills
- Full Microsoft Stack (Teams, Office 365, Word, Excel, SharePoint, Access, VBA, and more)
- SQL Server (Tables, Queries, Views, Stored Procedures, Schemas, Relationships, Indexes)
- Visual Studio
- SSIS ETL Transformations / Package Deployment and Automation
- Data Warehouse Best Practices, Star and Snowflake Schemas
- Data Lake / Data Lakehouse
- API Integration (ZappySys, CDATA)
- Power BI
- Power Apps
- Power Automate
- DAX
- Tableau
- Geospatial Analysis (EasyTerritory)
- Route Planning Tools (DesCartes, ServiceSite)
- Natural Language Processing (SQL Full Text Index, clustering, sentiment analysis, and key phrase extraction)
- Notion
- Windows Task Scheduler
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