Kerry Augustin
Business Operations Consultant
REAL WORK. PRACTICAL SYSTEMS.
Portfolio
Systems That Make Work Work Better
This portfolio highlights practical systems, workflows, and tools designed to improve organization, follow-up, communication, documentation, and reporting. Some projects are based on real professional experience, while others are portfolio demonstrations created to show how I approach operational problems.
OPERATIONS SYSTEMS
REAL EXPERIENCE
Client & Service Management System
Airtable and Fillout system designed around searchable client profiles, transaction history, recurring activity tracking, reporting views, and organized intake workflows. The system demonstrates how centralized information can reduce repeated data entry and make records easier to manage.
- Searchable client profiles
- Linked transaction history
- Intake and update forms
- Monthly activity tracking
- Reporting views
- CSV export
- Organized workflows and follow-up
Tools: Airtable | Fillout | Forms | Reporting | Workflows
PROCESS IMPROVEMENT
PORTFOLIO DEMONSTRATION
Google Workspace Operations Hub
Featured System: Conference Room Booking & Resource Management
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A functional portfolio demonstration showing how Google Workspace tools can be connected to automate internal requests, manage shared resources, prevent scheduling conflicts, coordinate reservations, support user self-service, and maintain centralized activity history.
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Google Forms request intake
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Google Sheets centralized booking and history tracking
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Google Apps Script workflow automation
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Google Calendar availability and room reservations
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Automated conflict detection
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Gmail confirmations and notifications
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Secure booking management links
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Self-service rescheduling and cancellation
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Booking IDs, status tracking, and audit history
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Google Sites employee booking portal
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Employee User Guide and Administrator SOP
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Organized Google Drive project documentation
Tools: Google Sites | Google Forms | Google Sheets | Apps Script | Google Calendar | Gmail | Google Docs | Google Drive
ADMINISTRATIVE TOOLS
DEMO IN DEVELOPMENT
Microsoft Office Operations & Reporting Pack
A portfolio demonstration showing how Microsoft Office tools can support operational tracking, reporting, procedures, presentations, and professional communication.
- Excel trackers and reporting tools
- Word procedures and templates
- PowerPoint reports and presentations
- Outlook communication and follow-up
- Organized documentation
Tools: Excel | Word | PowerPoint | Outlook | Microsoft 365
What These Projects Demonstrate
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Better Organization
Centralized information and clearer workflows.
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Improved Usability
Practical tools designed around how people actually work.
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Clear Documentation
Repeatable processes, procedures, and reference materials.
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Reliable Reporting
Better visibility into information and activity.
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Greater Efficiency
Reducing unnecessary steps and making work easier to manage.
How I Approach Operational Problems
01
01 — Understand
Identify the current process, users, information, and pain points.
02
02 — Organize
Map the workflow and determine what information needs to be tracked.
03
03 — Build
Create practical forms, trackers, databases, documentation, and workflows.
04
04 — Refine
Test the process, simplify where possible, and improve usability.
Have an Operations Challenge to Solve?
If your organization needs help organizing a workflow, improving a process, building a tracker, or creating a practical operational system, I’d be happy to discuss what you need.