Salesforce - Reporting & Business Systems

Rodney John

I build the Salesforce reports and dashboards leaders actually use, and I back every change with careful UAT and documentation.

See what I do Résumé (PDF)
  • 01 Reports and dashboards
  • 02 Implementation support and UAT
  • 03 Documentation and SOPs
program-reporting · dashboard LIVE
Reporting prep −40% less time
Sites live 30+ 9 regions
Staff trained 200+ on standards
Reporting prep hours
On-time reporting

Illustrative dashboard. Figures reflect real results.

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[ 01 ]  What I do

Three things I make dependable

I sit between the people asking questions and the Salesforce org that holds the answers, and I make the handoff clean.

Reports and dashboards

Salesforce reports (tabular, summary, matrix, joined) and dashboards built around the questions leaders actually ask.

  • Executive KPI dashboards for leadership visibility
  • Centralized reporting across 30+ sites and 9 regions
  • Cut reporting prep time by about 40% for 200+ staff

Implementation support and UAT

Hands-on support through launches. I test workflows, write up defects, and track each issue to production so releases land clean.

  • Operational lead for a Salesforce Lightning launch
  • Ran UAT, documented defects, validated workflows
  • Tracked each issue through to production

Documentation and process cleanup

The SOPs, guides, and trackers a team runs on. I write things down so the work is ready for real users and easy to hand off.

  • Wrote the SOPs used across 30+ sites
  • Cut manual drafting time by about 50%
  • Trained 200+ staff on data standards and workflows

[ 02 ]  About

I make Salesforce match how a team actually works.

My work sits between operations, reporting, and implementation. I translate what teams need into practical Salesforce reporting, clear workflows, useful documentation, and changes people can adopt.

I spent more than a decade managing reporting and business systems for a national workforce-development nonprofit, partnering with program, regional, and executive teams. That experience taught me how to create consistency across a distributed organization without losing sight of the people doing the work.

Today I lead an independent consulting practice, applying the same discipline to reporting, workflow design, and implementation support for business clients.

10+ years in Salesforce
and systems
30+ sites supported
across 9 regions
200+ staff trained on
data standards
~40% less reporting
prep time

[ 03 ]  Toolkit

What I work with

Working with now

Salesforce reports Salesforce dashboards KPI frameworks User acceptance testing Defect documentation Implementation support SOPs and documentation Process cleanup Issue triage Google Workspace Google Sheets Excel (advanced)

[ 04 ]  Mission-Driven Systems

Reliable systems for mission-driven teams.

Nonprofit teams need reliable data without more administrative burden. I connect reporting, process design, and staff adoption so leaders can see what is happening, teams can work consistently, and more time stays focused on programs and people.

  • 01 Program visibility
  • 02 Leadership reporting
  • 03 Consistent data standards
  • 04 Staff-ready workflows
  • 05 Clear documentation
  • 06 Less manual work

[ 05 ]  How I work

How I get a change ready for real users

  1. 01

    Listen

    Sit with the people asking. Find the real question under the request.

  2. 02

    Model

    Match it to the data, the access model, and what the system can report on.

  3. 03

    Build

    Set it up and check it against the requirements before anyone sees it.

  4. 04

    Test

    Run UAT with the people who will use it. Log and fix what comes up.

  5. 05

    Document

    Write it down so the next person, including future me, is not guessing.

[ 06 ]  Contact

Open to full-time roles with nonprofit and mission-driven organizations.

Salesforce reporting, business systems, implementation, or operations. Remote, hybrid, or New York City.

rodney@rodneyjohn.com
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