Workflow Design and Solutions Architect
An onboarding sequence that depends on one person remembering every step. A handoff between departments that needs a smoother way to pass things along. A knowledge base your teams are each keeping their own version of. Whatever it is, your team’s experience comes first, and the workflow gets designed around what you need.
Who This Is For
Higher education, healthcare, and professional services all run on people helping people, which means a clunky handoff doesn’t just slow your team down, it’s felt by the student, the patient, the employee, or the client on the other end. I bring the attention to find where a process quietly breaks, the time to redesign, and the patience to turn something complicated into something that mostly runs itself.
From a student’s first inquiry through graduation and beyond, a lot of people and offices keep things moving. Your team’s moments get connected into something smoother for everyone involved.
Student · Faculty · Staff Experience
Referral, intake, care coordination, follow-up: every one of these touches a patient’s experience and a staff member’s day. Your team’s way of managing each step shapes the design.
Patient · Staff · Care Coordination
From the day someone joins your team to the milestones, certifications, and transitions that follow, your people’s path through it shapes a system that supports them well.
Employee · Client · Compliance Cycle
How It Works
You know your workflows better than anyone. The assessment gives you a way to share that, and the conversation that follows takes it further. Here is what you can expect from the process.
You share what’s on your mind: the workflows that feel like friction, the tools your team already has, where the hours go each week.
A real conversation, where you go deeper into what you shared: your goals, your team, and what success looks like for you. Together, we figure out who else on your team has the details that matter most.
Your team walks me through how the process actually runs day to day. The people closest to it usually hold the details that matter most.
Your organization’s existing Microsoft 365 tools become the system, backed by Microsoft’s security standards.
Your team receives a clear, lasting document built around how the workflow runs, plus time together to walk through it so everyone understands it from day one.
You have me as a continued resource for the workflow’s long-term health.
An Example
It started with a single workshop series. That grew into a full overhaul of how every session got facilitated. Eventually, the team had a system tracking each person’s professional development across a full year, with the data ready for leadership the moment it was asked for. A higher ed department happened to be the setting here, but the same path applies wherever a workflow has room to grow.
Completion Rates
Eight consecutive cohorts of a faculty development program produced zero certificates of completion, regardless of enrollment or format. The redesign restructured the entire sequence around one cumulative artifact, moved deadlines to remove unnecessary pressure, and gave every session a defined place in the build. Completion went from zero to 25 percent in year one, then to 42 percent in year two.
Facilitation & Manual Hours
The next step took the same thinking and widened it: a full seven-phase lifecycle covering every workshop the team runs. Intake, planning, promotion, registration, reminders, session delivery, feedback, and archival, all designed on the Microsoft 365 tools already in place. This reduced the time to manually organize each workshop and send out multiple communications to participants and presenters.
Participant Tracking & Reporting
The final step connects workshop attendance and pathway progress into a single profile for each person: PD hours calculated automatically, badges awarded as milestones are reached, and a year-end summary delivered without anyone assembling it by hand. The year-end summary provides data for supervisors and that data is included in a dashboard for reporting to leadership.
Workflow Design · Solutions Architect
Thirteen years in higher education instructional design and a certified Workflow Specialist with a habit of noticing the workflow nobody else has time to see. I’ve redesigned programs that ran for years without a single completion, built shared frameworks that gave whole teams a common language, and turned isolated projects into systems that outlast any one person running them. I love this work. Every organization has a version of this puzzle sitting somewhere, and finding it is the best part of the job.
Begin Here
This is where you tell me what’s going on, in your own words, and where our conversation begins. Nothing you share goes further than this conversation. Submit the assessment if:
The assessment itself is free, just your time. You’ll receive a written workflow analysis in return. Anything beyond that gets scoped and priced together before you commit to anything.
Name, role, department, and the kind of institution you represent.
The Microsoft 365 tools already available to you, your Power Automate licensing, and whether anyone internally currently manages automation.
Where the friction lives now, what’s already been tried, and what success looks like six months from today.
Channell Walker 