OPERATIONS + AUTOMATION
Operations Leadership | Process Improvement | Automation & AI

Building Smarter, More Scalable Operations

Improving business processes through practical process improvement, systems, automation and AI.

Operations expertise backed by 20+ years of hands-on experience across financial processes, vendor management, inventory, compliance, systems and organizational growth.

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What I Do

I approach automation from an operations perspective: understand the business problem first, then determine how technology can improve the process.

Operations

Business operations, process design, vendor management, workflow development and operational scaling.

Workflow Automation

Designing automated workflows that reduce repetitive work and improve consistency.

AI & Digital Transformation

Applying AI and modern digital tools to improve existing business processes.

Systems & Data

Connecting business systems, organizing data and creating more efficient information flows.

Featured Projects

Selected projects demonstrating how I combine operations, automation and technology to solve business problems.

CASE STUDY 01

Client Onboarding & Conditional Routing Automation

Designed an automated onboarding workflow that monitors new submissions, applies routing logic, and directs each client to the appropriate operational team.

Make • Google Sheets • Gmail • Routing Logic • Process Improvement
View Case Study →
CASE STUDY 02

Accounts Payable Vendor Validation

Designed an automated workflow for extracting invoice information, validating vendors, applying financial controls, and routing exceptions through business rules.

QuickBooks • Make • JSON • Gmail • Google Sheets • Webhooks
View Case Study →
CASE STUDY 03

Inventory Monitoring & Reorder Workflow

Built an automated inventory workflow that monitors new orders, updates stock levels, identifies low-inventory conditions, and triggers automated notifications through connected workflows.

Make • Webhooks • HTTP • Google Sheets • Gmail
View Case Study →
CASE STUDY 04

College Baseball Recruiting Automation

Designed a workflow that transforms incoming recruiting emails into organized player records for easier review and recruiting management.

Make • Gmail • Regex • Google Sheets • Apps Script
View Case Study →

About Me

Deanna Coffey

I’m an operations leader with 20+ years of hands-on experience managing the day-to-day functions that keep businesses running effectively. My background includes payroll, vendor payments, financial processes, inventory control, budgeting, compliance, systems, process improvement, and leadership support.

My career spans both large organizations and startup environments. Earlier in my career, I managed pharmaceutical distribution operations at H.D. Smith, with responsibilities across payroll, inventory, budgets, compliance, vendor management, and process improvement. More recently, as Director of Operations at Best Agent Today, I’ve taken on a broad operational role that includes payroll, vendor payments, systems and technology, cross-functional coordination, and leadership support.

What I enjoy most is finding better ways to work. I combine practical operations experience with process improvement, automation, and AI tools to reduce repetitive work, improve workflows, and help organizations operate more efficiently.

Skills & Tools

Operations & Management

Operations Management
Process Improvement
Workflow Design
Vendor Management
Operational Scaling
Project Management

Automation & Integration

Make
Zapier
Webhooks
HTTP / APIs
JSON
Regex

AI & Productivity

ChatGPT
Gemini
Prompt Engineering
AI-Assisted Workflows
Gamma

Business & Operations Systems

QuickBooks
ADP
Basecamp
Mailchimp
Google Sheets
Apps Script
GA4
Monday.com
Supabase

Technical & Development

GitHub
HTML

Let's Connect

Interested in discussing operations, automation, process improvement or digital transformation opportunities? I'd be happy to connect.

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