Project Management
and Workflow Systems

 Design and creative operations for marketing, product, and cross-functional teams

Offerings

Project management

Clear structure, steady communication, and dependable delivery ensure projects from kickoff to completion by keeping timelines on track, setting expectations early, and keeping teams aligned at every stage

  • Initiation

  • Planning

  • Execution

  • Monitoring & controlling

  • Closeout

Workflow optimization

Targeted improvements that streamline how work moves forward by reducing friction, clarifying ownership, and applying automation and AI to create repeatable steps that keep workflows running smoothly

  • Intake/requests

  • Team processes

  • Approval processes

  • Automation setup

  • AI integration

Asset management systems

Robust, cross-functional systems that organize and maintain assets by building structure, enhancing searchability, and providing a single source of truth that keeps information easy to find and manage

  • Discovery

  • Recommendations

  • Buildout

  • Training

  • Deployment

Tool + platform training

Monitoring + maintenance

Optimization opportunities

Template creation

Design team planning

Case studies

Marketing operations and asset management

Redesigned marketing workflows and asset pipelines, creating scalable systems that improved efficiency across teams

  • The marketing team’s asset requests were fragmented, deadlines frequently slipped, and there was no scalable system for managing content

    Team: 10+ stakeholders & contributors
    Duration: 12 months
    Organization: Nonprofit EdTech

    • Mapped existing asset request pathways to identify redundancies and workflow gaps

    • Defined ownership and handoff points across marketing, design and content teams

    • Developed a centralized intake system and standardized request criteria

    • Built scalable asset management workflows within existing tools and platforms

    • Introduced templates and repeatable processes to reduce inconsistency and rework

    • Established clear expectations, timelines and communication checkpoints

    Skills: Design Operations · Workflow Architecture · Process Optimization

    • Reduced request ambiguity and eliminated duplicative communication

    • Improved on-time delivery through structured intake and prioritization

    • Created a unified asset pipeline that increased visibility across teams

    • Delivered an organized folder architecture and documentation for long-term adoption

    • Established a repeatable workflow enabling faster onboarding and team alignment

Salesforce operations team intake optimization

Streamlined Salesforce workflows and reporting, improving efficiency and cross-team visibility

  • Internal workflows in Salesforce were inefficient and inconsistent, creating bottlenecks for marketing and operations teams, and reporting lacked clarity, causing teams to spend excessive time on manual updates and data management

    Team: 12+ contributors
    Duration: 6 months
    Organization: Nonprofit EdTech

    • Audited Salesforce intake workflows to identify inefficiencies, bottlenecks and manual processes

    • Streamlined paths for partnerships and operations to reduce back-and-forth

    • Defined standardized data requirements to improve reporting accuracy

    • Improved task routing and ownership by restructuring internal logic and workflow stages

    • Implemented automation to reduce manual updates and repetitive tasks

    • Clarified role responsibilities and cross-team dependencies

    Systems Design · Stakeholder Alignment · Change Management

    • Reduced time spent on manual data entry and reporting tasks

    • Increased the availability of Salesforce support and improved service for all teams

    • Improved visibility into request status and workload distribution

    • Strengthened collaboration between partnerships, operations and leadership

    • Delivered updated workflows, documentation and a scalable intake model for future growth

Building client UX teams

Consulted with Fortune 500 clients to structure and scale internal UX teams through sustainable design operations

  • Fortune 500 clients needed support building and structuring internal design and UX teams, but lacked clear processes and operational models

    Team: 15+ stakeholders & contributors
    Duration: 6 months
    Organization: Global Technology

    • Assessed current-state team structures, processes, and operational gaps

    • Defined roles, responsibilities, and team configurations aligned with business needs

    • Established workflows for project intake, prioritization, and cross-functional collaboration

    • Built frameworks for design operations, resourcing, and scalable governance

    • Developed onboarding materials, process documentation, and tool usage guidelines

    • Aligned team practices with long-term organizational and operational goals

    Design Operations · Stakeholder Alignment · Workflow Consulting

    • Increased clarity around team responsibilities, decision-making, and workflow ownership

    • Improved efficiency through consistent operational models and defined processes

    • Established sustainable structures that allowed UX teams to scale with demand

    • Delivered a complete design operations framework, including documentation and workflows

    • Enabled leadership to better forecast resourcing needs and project capacity

About

With 15+ years of experience in creative operations and project management, Kimberly focuses on building structured workflows, scalable systems, and clear processes across cross-functional teams. A hands-on design and UX background adds fluency in creative tools and practical insight into day-to-day collaboration and delivery.

Certifications in Asana, Notion, ClickUp, Generative AI, and Project Management

Contact

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