AI & Automation

Technology alone doesn't solve business problems—how it's applied does. I help organizations identify practical opportunities to use AI and automation to reduce repetitive work, improve decision-making, and create more efficient ways of working. By combining business analysis, process engineering, and responsible AI adoption, organizations can implement solutions that deliver meaningful business value while keeping people at the center of the work.

Business Value

Organizations spend too much time on repetitive work that slows delivery, introduces inconsistency, and prevents teams from focusing on higher-value activities.

Thoughtfully applied automation and AI streamline routine processes, improve data quality, accelerate decision-making, and free people to focus on work that requires creativity, collaboration, and expertise.

Rather than automating for automation's sake, I design practical solutions that integrate with existing business processes to improve efficiency, reduce manual effort, and create sustainable operational improvements.

Why It Matters

The greatest opportunities for AI and automation aren't found in replacing people—they're found in eliminating unnecessary work.

By combining process engineering, workflow automation, AI-assisted content creation, data integration, and business analysis, organizations can reduce friction, improve consistency, accelerate delivery, and scale without adding unnecessary complexity.

Successful automation starts with understanding the business problem first, then selecting the right combination of people, process, technology, and AI to solve it.

Practicing What I Preach

AI is a powerful accelerator, but experience, judgment, and human collaboration remain at the center of every engagement.

To me, AI isn't a replacement for expertise—it's a tool that allows me to spend less time on repetitive tasks and more time solving meaningful business problems.

This website is a prime example of combining skillsets and accelerating production with AI. Let's be clear, though: I write very well. AI isn't needed to create the content, only to accelerate the timelines.

Areas of Expertise

Successful AI and automation initiatives begin with understanding the business, not the technology. By combining business analysis, process engineering, workflow automation, and responsible AI adoption, organizations can build adaptive solutions that improve efficiency, strengthen decision-making, and enhance organizational effectiveness.

AI-enhanced Productivity

Apply generative AI responsibly to accelerate content creation, analysis, documentation, planning, and decision support while maintaining human oversight and business context.

Representative Work

  • Integrated ChatGPT, Microsoft Copilot, Gemini, Claude, and NotebookLM into daily business workflows

  • Accelerated documentation, meeting preparation, analysis, and content development

  • Developed AI-assisted approaches for business analysis, process documentation, executive reporting, and knowledge management

  • Established practical prompting techniques that improved consistency and output quality

Workflow Automation

Design and implement business workflow automations that eliminate repetitive manual tasks, improve consistency, and connect enterprise systems.

Representative Work

  • Built more than 100 workflow automations across Jira, Salesforce, Power Automate, and Microsoft 365

  • Reduced manual effort by up to 40% through process automation

  • Automated notifications, approvals, data synchronization, reporting, and document workflows

  • Standardized repeatable operational processes across multiple enterprise teams

Intelligent Reporting & Data Integration

Automate data collection and reporting to provide leadership with timely, trusted business insights.

Representative Work

  • Automated executive dashboard updates using multiple enterprise data sources

  • Consolidated Jira, Salesforce, and operational data into unified reporting solutions

  • Reduced manual reporting effort while improving reporting accuracy

  • Delivered real-time visibility into portfolio health, capacity, delivery status, and operational metrics

Business Process Automation

Identify high-value automation opportunities by analyzing existing processes and redesigning workflows to reduce complexity and improve efficiency.

Representative Work

  • Simplified complex operational workflows supporting global Professional Services organizations

  • Eliminated redundant manual activities through process redesign

  • Connected multiple enterprise platforms to reduce duplicate data entry

  • Improved operational consistency through standardized automated workflows

AI Adoption & Process Enablement

Help organizations introduce AI thoughtfully by aligning new capabilities with existing business processes, governance, and organizational goals.

Representative Work

  • Evaluated emerging AI capabilities for practical business applications

  • Identified repeatable use cases that improved productivity without disrupting existing workflows

  • Promoted responsible AI adoption through human-centered processes and validation

  • Integrated AI into established business practices to enhance quality, speed, and decision-making

Knowledge & Content Automation

Improve the creation, organization, publishing, and maintenance of enterprise knowledge assets using automation and AI-assisted workflows.

Representative Work

  • Automated document generation and publishing workflows

  • Streamlined lifecycle management for hundreds of customer-facing deliverables

  • Improved knowledge consistency across global consulting organizations

  • Reduced administrative effort associated with maintaining enterprise documentation

AI & Automation in Practice

Automating Repetitive Tasks
Feature Tracking

Prompt

Prompt

AI Opportunities
  • Showcase: Automating Repetitive Tasks

    • Prompt used to create the video using NotebookLM

  • Showcase: Feature Tracking

    • Prompt used to create the video explaining the implementation

  • Pitch Deck for helping with AI Agents/Assistants

Contact

Raleigh, NC
True North Agility, LLC

sheila@truenorthagility.net

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