Presentation Portfolio

Executive presentations were designed to convey important information quickly to top-level stakeholders, enabling them to make informed decisions.

Public Agency Executive Summary

RFI for Investment Management, Accounting / Treasury Management, and Participant Accounting Systems.
View the redacted RFI presentation.

 

NYSERDA Residential Market Engagement System (RMES)

Bid interview presentation for the New York State Energy Research and Development Authority (NYSERDA) Residential Market Engagement System (RMES) (Salesforce)
View the redacted bid interview presentation.

 

Docusign CLM + Salesforce Integration Training

Essential Tools, Techniques, and Best Practices for Creating and Managing Agreements in Docusign CLM. (Salesforce integration)
View the redacted Docusign presentation.

 

Zephyr Squad + Jira

Test Management Goals, Challenges, Opportunities, and Solutions (Salesforce integration)
View the redacted presentation overview.

 

Cal OES - Public Assistance Closeout MVP Demo

Sprint 4 - Project Overview, Scope, and Objectives MVP
View the redacted Demo presentation.

 

City of San Antonio BuildSA Project Kick-off

Project Overview, Goals, Scope, Timeline, Plan, Key Stakeholders, Success Measurements, Action Items, Dates.
View the redacted kick-off presentation.