Résumé / current
Terri Schlak
Technical Consultant · Business Analyst · Business Systems
Summary
Technical consultant and business analyst with experience across CRM administration, SQL reporting, process improvement, data quality, web-based business solutions, testing, automation, and system implementation. Skilled at understanding how a business process actually works, identifying the underlying technical or data problem, and developing practical solutions across systems, data, and workflows.
Professional experience
2026—Present
Analytics, LLC
Independent Technology Consultant
- Consult with small businesses to evaluate processes and recommend technology solutions that support long-term growth.
- Develop custom web-based business solutions with SQL Server backends and design database structures for reporting, integrations, and consistency.
- Configure Salesforce, permissions, dashboards, and Flows—including approval routing that improves visibility and reduces manual follow-up.
- Apply AI-assisted development tools to accelerate implementation while maintaining review, testing, and quality.
- Create technical documentation for configurations, workflows, enhancements, and user procedures.
2022—2026
ITA Group
Business Analyst II
- Served as lead administrator and business analyst for multiple custom CRM platforms supporting 260+ users.
- Owned reporting, system enhancements, data quality, and day-to-day platform stability.
- Prioritized enhancements, gathered requirements, and led CRM testing, defect tracking, and release validation.
- Partnered with developers and QA teams during sprint cycles to define requirements and validate functionality.
- Designed a data-processing workflow redesign projected to reduce recurring processing time by more than 50%.
2020—2022
Drake University
Assistant Development Data Specialist
- Supported 30+ users with reporting requests, troubleshooting, and best-practice guidance.
- Built custom fundraising reports by working with stakeholders to define goals and requirements.
- Assisted with system updates, integration testing, vendor issue resolution, and data accuracy.
2017—2020
UnityPoint Health
CMMS System Administrator
- Supported 100+ users through troubleshooting, access management, dashboards, training, and vendor coordination.
- Built SQL-based reports supporting compliance monitoring and operational decisions.
- Created Quarterly Business Reviews with Excel PivotTables, charts, and dashboards.
Volunteer technology experience
2026—Present
Ronald McDonald House of Central Iowa
Volunteer Technology Consultant — Salesforce Optimization
- Advising on Salesforce optimization after shadowing operational workflows and identifying opportunities to improve volunteer data management.
- Performing in-progress duplicate cleanup to establish a stronger foundation for future automation.
- Developed a phased plan for a future structured volunteer intake experience.
- Advising on Salesforce Flow automation to map submitted information into the CRM and reduce recurring manual entry.
- Identified the potential for the proposed process to save staff hours of manual work each week.
Core capabilities & technology
Data & reporting
SQL · SQL Server · Excel · Reporting · Dashboards · Data quality & deduplication
Business systems
Salesforce · Salesforce Flow · CRM administration · Tidal automation · SFTP
Web & infrastructure
HTML / CSS · Web technologies · Cloudflare · Deployment & hosting
Analysis & delivery
Requirements · Process analysis · Testing / QA · AI-assisted development · Technical documentation