Company/Client: Community Foundation of Tampa Bay
My roll: Director of Marketing and Information Services
My duties
- Directed all IT projects and IT infrastructure
- Analyzed, optimized and updated Raiser's Edge CMS database
- Moved organization from paper-based to paperless file management
- Implemented eSign work-flow for internal and external documents
- Mapped and managed organization upgrade to Windows 10 & Office 365
- Developed web site and social media presence for LEAP Tampa Bay
- Maintained Foundation web site, blog, and social media and analytics
- Managed move from DonorFirst to FusionLabs GE/Spectrum for grant management
- Produced multimedia and video presentations for web and events
- Managed data lists and email marketing
The Community Foundation of Tampa Bay manages an asset pool of nearly 300 million dollars. These resources are used to provide grants and scholarships to hundreds of non-profits throughout the Tampa Bay region.
The Problem
CFTB, like many organizations, and especially non-profits found itself on what I call the "bleeding edge of obsolescence." All day-to-day workflow, record keeping, and most accounting records were a fully paper-based workflow. Web site and social media needed to be managed, made and kept current. No analytics were being used or tracked for the web site or social media presence. To be competitive in the current and evolving markets the Community Foundation needed a digital transformation!
The Solution
- Research, acquire and implement a digital file management system.
- Research and implement a digital document signature system to expedite and streamline document and contract approval.
- Update Web site user experience and add analytics tracking
- Update and scrutinize all new content with SEO in mind.
- Design and develop a new stand-alone website for the Leap Tampa Bay initiative.
- Migrate to a more efficient CMS, Accounting, donations, and scholarship management software solution. Move from a many-buckets workflow to a fully integrated workflow solution.
- Make internal communications and project management much more efficient.
The Results:
- Foundation web site was updated and analytics tracking was installed using Google Analytics as well as a popular WordPress plugin that allows a quick analytics overview on the web site admin dashboard. Analytics and FaceBook Ads were used to promote and track FB traffic and engagement. The result was a significant and continuing increase in all phases of web communications!
- A WordPress based web site for the Leap Tampa Bay initiative was developed, designed, and launched as well as a social media presence. - https://www.facebook.com/LeapTampaBay/ | https://www.leaptampabay.org/
- A digital document storage solution was selected, implemented. All new contracts and accounting documents and records are stored digitally. All legacy documents are being scanned and added to the digital storage and then shredded. The last audit was exceptionally fast and efficient compared to previous years. Find and retrieving requested documentation now takes minutes rather than hours.
- Nearly all contract signing and all internal document approval is now handled digitally and easily recorded and added to digital storage.
The short version is, I made a big difference in the way the Community Foundation, communicates and established a far more efficient workflow for all departments. I paved the way for the Foundation to be far more efficient and productive with a more streamlined workforce.
Email Me, or call: 509.630.3510
Examples of my work:

Web sites
The Community Foundation web site was extensively updated, Search Engine Optimized and properly set up for easy, in-depth analytics.
I designed, developed and set up analytics for The Link Tampa Bay site. I also trained staff in the Link department to update and maintain the site using the standard WordPress admin.

Info Graphics
On the web, especially in social media, images get attention, video is even better but in the absence of video, infographics and images are effective at drawing the user's eyes to your message, here are a few examples of infographics I've created.








My position: Digital Marketing Specialist from 2004 to 2007