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About me

I’m a business systems and automation professional with an MS in Information Systems and Salesforce certifications. In my current role, I work across cross-system workflows, requirements, process improvement, testing, data quality, reporting logic, systems implementation, and technical coordination.

My background spans information systems, psychology, healthcare and regulated operations, Salesforce, and AI-assisted tool building. That mix gives me a practical lens on how people actually work, where handoffs break down, how data moves through a process, and what changes can make systems and workflows clearer, more reliable, and easier to use.

Portrait of Amy Frank
How I work

A practical approach to analysis

01

Translate ambiguity into requirements

Unclear business needs, workflow issues, and stakeholder input become documented requirements, process flows, acceptance criteria, and shared understanding teams can build from.

02

Connect people, process, and systems

I look at how work moves across roles, handoffs, tools, and data so teams can see where confusion, friction, or system gaps are showing up.

03

Strengthen data and reporting logic

Useful reporting starts with the structure behind it: field usage, metric definitions, data quality, filters, ownership, and whether the output supports the decision the team needs to make.

04

Turn findings into practical next steps

Findings become clear recommendations, implementation considerations, working prototypes, and action items that help teams move from ‘what’s wrong?’ to ‘what should we do next?’

Experience

Work history

  1. The Shared Environment

    July 2026 — Present · Remote
    Systems & Automation Specialist

    Cross-functional systems analysis, workflow design, requirements translation, system configuration, testing, and troubleshooting across Shopify, Zoho, ClickUp, Google Workspace, and related platforms. Built a centralized Tech Requests workflow to improve intake, prioritization, ownership, and visibility, while coordinating stakeholders and implementation partners to keep system changes clear and reliable.

  2. Sonoran Data Strategy

    May 2025 — July 2026
    Business Systems Analyst, Independent Projects

    Business analysis, workflow analysis, requirements, KPI frameworks, Salesforce reporting/configuration, AI-assisted workflow tools, and low-code/internal tool prototypes.

  3. Valera Health

    2021 — 2022
    Health Connector, Intake Operations & Data Quality

    Healthcare intake workflows, provider matching, DrChrono data cleanup, patient portal onboarding, and Tableau dashboard interpretation.

  4. Jewish Family & Children's Service

    2019 — 2020
    SMI Case Manager, Interdisciplinary Health Clinic

    Sensitive case documentation, service plan tracking, care coordination, authorizations, outreach tracking, and cross-functional healthcare coordination.

  5. M.W. Biosystems

    2017 — 2019
    Inventory Manager, Purchasing & Compliance Specialist

    Regulated retail operations, inventory management, demand forecasting and reorder planning, purchasing workflows, vendor coordination, compliance documentation, SOPs, training, and systems-of-record accuracy.

Education & credentials

Qualifications

Education

  • Master of Science in Information Systems
    University of Colorado Denver — 2026
  • Bachelor of Science in Psychology
    Arizona State University
  • Bachelor of Science in Biological Sciences
    Arizona State University

Professional Certifications

  • Salesforce Certified Administrator
    Salesforce
  • Salesforce Certified Business Analyst
    Salesforce

Supporting Credentials

  • ClickUp Verified Power User
  • Salesforce Trailhead Triple Star Ranger
  • Salesforce Agentblazer Champion 2026
  • Replit Level 3 Builder
  • Google Data Analytics Professional Certificate
  • Google Project Management Professional Certificate

Relevant Graduate Coursework

  • Analysis, Modeling & Design
  • Business Process Analytics
  • Data Governance & Ethics
  • IT Project Management
  • Enterprise Data Analytics
  • Programming for AI & Data Analytics

See the work behind the experience.