Travis Smith
Newton,IA
Summary
Experienced consultant skilled in utilizing Microsoft Power Platform tools for business transformation and process streamlining. Demonstrated success in developing and managing automation workflows, crafting insightful reporting dashboards, and designing innovative applications to optimize business performance. Proficient in leveraging technology to drive efficiency and enhance operational effectiveness.
Overview
7
7
years of professional experience
Work History
Consultant, Business Consulting
Nationwide Mutual Insurance
01.2022 - Current
- As a Business Transformation Consultant, I specialize in utilizing Microsoft Power Platform tools to enhance business performance, organizational design, and risk management
- My focus is on pragmatic, forward-facing strategies that drive impactful transformation
- Automation Solutions: Created and implemented automation solutions using various tools, resulting in significant time savings
- Workflow Maintenance: Monitored and maintained existing automation workflows to ensure smooth operation
- Reporting Dashboards: Developed comprehensive reporting dashboards and visualizations to enhance data insights
- Application Design: Designed and built intake forms and applications to streamline processes
- Cross-Functional Collaboration: Collaborated with cross-functional teams to gather requirements and deliver effective solutions
- Reporting Replacement: Transitioned reporting tools, resulting in an annual savings of 96 hours in refresh time
- Process Improvement: Implemented initiatives that saved 48 hours of work time annually
- Billing Report Automation: Eliminated the need to manually generate a PowerPoint document each month, saving approximately 120 hours of work time per year
- Email Automation: Automated email communications, saving 90 hours annually
- Mailbox Automation: Automated email routing and responses, saving approximately 300 work hours per year
- User List Management: Utilized reporting and automation for user list management, saving 120 hours annually and reducing the need for manual tracking
- Ad Hoc Reporting: Implemented cost-saving measures for reporting tools resulting in $250 per license
- Defect List Management: Saved $150,000 annually in search times among service team members, with potential savings reaching $500,000 annually considering additional time saved for handling phone calls or other tasks
- Quarterly Report Automation: Automated the creation of quarterly reports, saving approximately 30 hours annually by removing the need for manual PowerPoint document creation
Consultant, Filings
Nationwide Mutual Insurance
01.2018 - 01.2022
- Served as the data analyst and provided important insights to leadership to aid in business decisions
- Utilized Power Platform tools to streamline processes and enhance efficiency
- Dashboard Creation: Created and maintained a monthly dashboard for Shared Regulatory Services using Power BI
- Process Improvement: Successfully worked through over 100 individual programming needs to provide the team with a robust filing tool that enables one-click reporting
- Cost-Saving Initiatives: Created business cases and provided oversight for the implementation of three different cost-saving initiatives, resulting in an ongoing annual savings of $80k
- Project Management: Managed over 100 countrywide filing projects, achieving significant efficiency improvements using lean principles
Education
Microsoft Power Platform Fundamentals (PL-900) -
Microsoft
08.2023
Google Data Analytics Professional Certificate -
Coursera
Mountain View, CA09.2022
Structured Query Language Certificate (SQL) -
Des Moines Area Community College
Ankeny, IA02.2022
Lean Six Sigma Green Belt -
Aveta Business Institute
Boston, MA02.2020
Bachelor of Arts Degree - Worldview/Apologetics
Luther Rice University
Atlanta05.2015
Certificate in Apologetics -
Biola University
La Mirada, CA05.2014
Associate in Personal Insurance -
The Institutes
Malvern, PA05.2006
Associate in General Insurance -
The Institutes
Malvern, PA11.2005
Charter Property and Casualty Underwriter -
The Institutes
Malvern, PASkills
- Business presentation
- Reporting writing
- Assessments
- Technical review
- Continuous improvement
- Power BI
- Critical thinking capability
- Data filtering
- Visual data representation
- Data formatting
- Strong work ethic
- Business intelligence tools
Education Certifications
- Bachelor of Arts Degree, Luther Rice University
- Certificate in Apologetics, Biola University
- Lean Six Sigma Green Belt, Aveta Business Institute
- Associate in General Insurance, The Institutes
- Associate in Personal Insurance, The Institutes
- Charter Property and Casualty Underwriter (5 of 8 completed), The Institutes
- Structured Query Language Certificate (SQL), Des Moines Area Community College (Currently pursuing)
- Google Data Analytics Professional Certificate, Coursera
- Microsoft Power Platform Fundamentals (PL-900), Microsoft
Timeline
Consultant, Business Consulting
Nationwide Mutual Insurance
01.2022 - Current
Consultant, Filings
Nationwide Mutual Insurance
01.2018 - 01.2022
Microsoft Power Platform Fundamentals (PL-900) -
Microsoft
Google Data Analytics Professional Certificate -
Coursera
Structured Query Language Certificate (SQL) -
Des Moines Area Community College
Lean Six Sigma Green Belt -
Aveta Business Institute
Bachelor of Arts Degree - Worldview/Apologetics
Luther Rice University
Certificate in Apologetics -
Biola University
Associate in Personal Insurance -
The Institutes
Associate in General Insurance -
The Institutes
Charter Property and Casualty Underwriter -
The Institutes
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