LEARNING OPERATIONS · SYSTEMS DESIGN
PORTFOLIO · 2026
Through learning systems, operational infrastructure, AI workflows, and scalable processes.
Translated executive vision into Moore’s first enterprise learning ecosystem—platform, governance, reporting, contributor model, and adoption infrastructure.
Built the documentation, support workflows, chatbot knowledge architecture, and migration communications behind a global learning platform.
WORK / CASE STUDIES
Learning ecosystems, knowledge systems, research, and operational design across Moore, Proofpoint, and Ibotta.
Moore’s first enterprise learning ecosystem, built from zero and designed for 3× growth.
Reusable operations for one of cybersecurity’s largest external education platforms.
IBOTTA · KNOWLEDGE SYSTEMS · 2023A role-based resource system that centralized scattered links and reduced information friction.
IBOTTA · GROWTH STRATEGY · 2023Turned social-media workarounds and user demand into a cross-functional growth recommendation.
MOORE · LEARNING OPERATIONS · 2025—PRESENT
Translating executive vision into scalable operational infrastructure—Moore’s first enterprise learning ecosystem, built from zero.
THE SYSTEM VIEW
ENTERPRISE LEARNING ECOSYSTEMABSORB LMS · EXPERIENCE DESIGN & ADMINISTRATION
I manage the full LMS experience—from visual design and homepage configuration to catalog architecture, automation, learner support, reporting, and ongoing administration. This portfolio-native recreation shows how the live Moore to Learn homepage is structured.
Welcome, Sara01 · THE CONTEXT
Moore is a large professional services organization operating across multiple business units. When I joined in April 2025, it had no centralized enterprise learning ecosystem. Knowledge transfer was fragmented. Onboarding was inconsistent. There was no shared infrastructure for how employees learned, developed, or accessed training.
There was a vision for one—but no platform, no governance, no operational infrastructure, and no clear path from idea to execution. My first day, I was pulled directly into the enterprise platform evaluation that led to Absorb LMS. That set the pace for everything that followed.
02 · THE SYSTEM
I evaluated five enterprise learning platforms against a custom requirements matrix covering functionality, scalability, integrations, and organizational fit. Absorb LMS scored highest for where the program needed to go: the same architecture supporting 1.4k+ active learners today was designed to scale toward roughly 4,000 without a platform change.
Absorb LMS, SSO, and employee data mapping.
Credits, completions, course shells, and transcript integrity.
Content intake, Jira roadmap, approvals, QA, and publishing.
Executive dashboards with biweekly, monthly, and quarterly rhythms.
Contributor standards for 81 SMEs and a 40-credit model.
Onboarding, AI-assisted course design, and learner experience.
03 · FEATURED BUILD
Less than six months into the role as a Training Coordinator, I helped move Passport to Moore from a cross-functional onboarding concept into the standard onboarding curriculum for all new Moore employees. The program launched on October 15, 2025 and now gives new hires a consistent introduction to Moore’s structure, client work, tools, culture, and ways of working across 40+ business units.
The work was not just course assembly. I bridged HR, Communications, HRIS, senior operational stakeholders, and Moore to Learn ownership to turn a SharePoint/Sway prototype into a governed Absorb LMS curriculum with enrollment logic, course grouping, competency-based stamps, certificates, transcript visibility, evaluation data, and reporting.
The original passport concept stayed intact: learners move through tours and earn stamps. I translated that experience into Absorb LMS functionality using curriculum structure, competencies, completion logic, certificates, and transcript visibility.
I configured the enrollment rules and partnered with HRIS so that when a new employee is created in UKG, the Moore to Learn account is created and the Passport curriculum enrollment rules kick off automatically.
HR shaped the onboarding need, Communications supported the employee-facing tone and content, HRIS enabled the employee data connection, senior stakeholders defined what new hires needed to understand, and Moore to Learn became the operational home.
V2 is framed as product maturity: use leadership discussions, HR feedback, stakeholder input, course evaluations, and learner data to revisit the curriculum and improve the next version. That strengthens the story because it shows the program has a feedback loop.
CurriculumPassport to Moore6-part journey
CourseSolutions & ProductsRegion #4
CourseIndustryRegion #3
CourseTechnologyRegion #2
CourseOperationsRegion #1
04 · FEATURED BUILD
Partnered with Moore’s Legal team to convert the Information Transparency & Reporting Policy into a mandatory, simulation-based Moore to Learn course for a defined covered-leader audience. I used an AI-assisted workflow to shape the course structure, then built the learner experience with policy context, FAQs, knowledge checks, scenario practice, and supporting resources.
Behind the course, I worked with HRIS to map a covered-leader field into Moore to Learn so enrollments could run automatically instead of being manually maintained. I configured the required-course setup, 30-day due date, Absorb LMS reminder emails, and completion visibility, then built reporting access for Legal and HR to monitor progress and follow up with anyone lagging.
| Status | Employee | Job title | Business unit/team | Enrolled | Due date | Completed | Progress | Score |
|---|---|---|---|---|---|---|---|---|
| Complete | Avery Chen | President | Moore Media & Digital | 3/16/26 | 4/15/26 | 3/24/26 | 100% | 92 |
| Complete | Jordan Brooks | VP, Client Success | Creative Response | 3/16/26 | 4/15/26 | 4/02/26 | 100% | 83 |
| In progress | Riley Patel | Operations Director | Production Solutions | 3/16/26 | 4/15/26 | — | 42% | — |
| Not started | Morgan Lee | Managing Director | Moore Data | 3/16/26 | 4/15/26 | — | 0% | — |
| Status | Employee | Manager | Last accessed |
|---|---|---|---|
| Not started | Alex Morgan | D. Rivera | N/A |
| In progress | Samira Khan | L. Chen | 5/26/26 |
| Not started | Taylor Quinn | R. Brooks | N/A |
“The link to the email template was a nice touch.”
“The course itself was very easy to understand and well put together.”
“This course was very valuable.”
05 · MANAGER VISIBILITY
Once the 40-credit requirement was in place, managers needed more than a transcript export. They needed a reliable view of team progress, credit totals, completion history, pacing, and exceptions across standard LMS courses and nontraditional learning activity.
The native Absorb LMS manager experience dashboard did not show external credits, inactive course shells, historical completions, or enough transcript context. I built a manager-facing reporting workbook that connects Absorb LMS users, enrollments, credits, and manager roster data.
A custom VBA macro pulls the full roster and course data, splits it by manager, removes every internal view an individual manager should not see, saves a standalone workbook, and drafts an Outlook email with the correct file attached. The workflow protects data while turning a highly repetitive process into reusable infrastructure.
| EMPLOYEE | JOB TITLE | HIRE DATE | 2026 REQUIREMENT | CREDITS EARNED | EXPECTED TO DATE | % OF REQUIREMENT | PACE STATUS | COMPLETIONS | LAST COMPLETION | LEARNER | CONTRIBUTOR |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Alex Rivera | Sr. Account Manager | 1/3/2022 | 40.00 | 22.00 | 20.00 | 55% | Ahead of pace | 7 | 6/29/2026 | 19.00 | 3.00 |
COURSE HISTORY · ALEX RIVERAAI Essentials for Marketers Completed4.00 credits · 6/29/2026Data Privacy & Compliance 2026 Completed2.00 credits · 6/10/2026Strategic Account Management Completed5.00 credits · 5/22/2026Inclusive Leadership Series Completed4.00 credits · 4/14/2026 | |||||||||||
| Jordan Lee | Account Manager | 3/15/2021 | 40.00 | 21.00 | 20.00 | 53% | On track | 7 | 6/5/2026 | 19.00 | 2.00 |
COURSE HISTORY · JORDAN LEEClient Workshop Facilitation Completed3.00 credits · 6/5/2026Moore Culture & Values 2026 Completed1.00 credit · 5/18/2026Excel for Analytics Completed3.00 credits · 4/29/2026 | |||||||||||
| Morgan Patel | Strategy Analyst | 6/1/2023 | 40.00 | 15.00 | 20.00 | 38% | Slightly behind | 6 | 6/24/2026 | 14.00 | 1.00 |
COURSE HISTORY · MORGAN PATELData Storytelling Completed4.00 credits · 6/24/2026Foundations of Consulting Completed3.00 credits · 5/9/2026 | |||||||||||
| Casey Kim | Account Manager | 8/12/2024 | 40.00 | 16.00 | 20.00 | 40% | Slightly behind | 5 | 6/22/2026 | 16.00 | — |
| Taylor Brown | Senior Analyst | 2/7/2022 | 40.00 | 15.00 | 20.00 | 38% | Slightly behind | 7 | 6/20/2026 | 13.00 | 2.00 |
06 · IMPACT
The 40-credit model gave Moore to Learn an enterprise operating rhythm: employees had a clear annual expectation, managers had a way to track progress, and leadership had a more consistent view of learning adoption across the organization.
79% participation is a meaningful adoption signal from a standing start. A 4.6 average course rating reflects content quality, not just completions. The 40-credit enterprise model gave the program a clearer annual rhythm, while governance made it possible for 81 contributing subject matter experts to participate instead of concentrating the work in one role.
users enabled from limited Data Pillar release to Professional Services rollout.
Moore-authored courses in ten months. Grew contributor network from 0 to 81.
completion growth in four months.
PROOFPOINT · TRAINING OPERATIONS · 2023—2024
Training operations at enterprise scale—an LMS migration, AI chatbot knowledge architecture, and the documentation infrastructure that kept everything running.
01 · THE CONTEXT
Proofpoint’s Cybersecurity Academy served 90k+ learners across enterprise customers, channel partners, and internal teams. Support workflows, documentation, migration communications, and knowledge access needed stronger infrastructure to operate consistently at that scale.
02 · DAILY OPERATIONS
As the first point of contact for training, enrollment, certification, and platform inquiries, I resolved 810+ Salesforce cases over 14 months. The work exposed repeatable patterns that became process guides and support resources, reducing reliance on tacit knowledge.
I also contributed to testing, configuration, and learner communications for the migration from Skilljar to Adobe Learning Manager, affecting 90k+ users globally.
03 · LMS ADMINISTRATION
I contributed to the migration from Skilljar to Adobe Learning Manager through platform testing, configuration support, learner communications, and day-to-day issue resolution. The migration touched a global audience of 90k+ learners across customers, partners, and internal teams.
Validate learner and admin workflows.
Support platform and program setup.
Segment guidance for affected audiences.
Resolve access, enrollment, and certification issues.
04 · INSTRUCTIONAL & ENABLEMENT SUPPORT
Recurring support patterns became source material for clearer enablement. I developed FAQs, learner communications, certification resources, and workflow guidance that helped customers and internal partners complete tasks without relying on one-off explanations.
Reduced ambiguity around platform entry and next steps.
Supported 10+ certification launches and Credly workflows.
Connected training delivery, customer success, and support.
05 · SCRIBE DOCUMENTATION SYSTEMS
I used Scribe to turn high-friction workflows into visual, step-by-step guides for enrollment, certification, support, and platform administration. The guides were distributed through the systems teams already used—including Confluence, SharePoint, Seismic, and Salesforce Community—so documentation lived where work happened.
06 · KNOWLEDGE ARCHITECTURE
I developed 75+ knowledge documents for an internal AI chatbot—conversation flows, FAQ scripts, and support use cases that formed its operational core—and built 15+ cross-functional process guides spanning support, training delivery, and customer success.
“Sara had put together extensive documentation—she was usually one step ahead of every ask.”Kate O’Keefe · Cybersecurity Academy Community Manager
07 · CHANGE COMMUNICATIONS
For the rebrand from Level Up to Cybersecurity Academy, I co-led communications reaching customers, partners, and internal teams. I wrote segmented campaigns and the FAQ distributed across internal channels. Alongside support and certification operations, that infrastructure contributed to a 95% renewal rate across 45 accounts and supported 10+ certification launches.
CASE STUDIES / BUILDS
Discrete tools, dashboards, AI workflows, and operational infrastructure built to remove recurring friction.
Centralized hundreds of scattered team resources with role filters, audit dates, and maintenance workflows.
Faster onboarding & resource accessAutomated 300+ privacy-safe manager reports from one structured learning data model.
300+ reports without manual exportsTransforms raw SME material into structured outlines, objectives, and first-draft course assets.
Faster structured draftsProduces complete quiz questions with tailored feedback for every answer choice and SME review.
Consistent assessment designScored five platforms against functionality, integrations, scalability, and organizational fit.
Informed Absorb LMS selectionArchitected credit assignment, tracking, and compliance reporting for an annual 40-hour requirement.
Built once for full-scale rolloutOne reporting layer serving executive, HR, Legal, and Communications stakeholders.
Four audiences, one source of truthScribe-based systems for enrollment, onboarding, support, and platform administration.
Lower support frictionA reusable assistant for platform architecture decisions, troubleshooting, and admin workflows.
Faster admin resolutionEvaluates facilitator recordings and transcripts against a structured coaching framework.
Clearer, more consistent coachingConnects course assets, feedback, reporting, and contributor metadata for AI-assisted retrieval.
Reusable institutional memory
AI AGENTTurns raw evaluations into structured reports with trends, ratings, response context, and improvement signals.
Faster quality-review cyclesReplaced informal content and external-credit requests with visible intake and approval workflows.
Cleaner throughput and ownershipSeparated active catalog content from inactive credit shells without breaking transcript integrity.
Cleaner learner navigationA sequenced 30/60/90 ramp with hands-on platform practice and repeatable workflow ownership.
New team member owning real requestsPrototype v3 of a curated AI workflow library for discovering, replicating, and contributing proven use cases across Moore.
Searchable AI workflow libraryBuilt a reusable prompt-and-template workflow for Lean into Learning, a targeted Moore to Learn liaison newsletter. The system turns monthly training updates into branded HTML email issues with consistent structure, issue metadata, color-strip styling, stakeholder intro copy, course announcements, and admin updates.
The workflow helps convert scattered updates into an on-brand communication package that can be reused month over month instead of rebuilt from scratch.
Repeatable branded HTML newsletter pipelineMatches external completion records to Absorb LMS users through name and email cross-referencing, standardized upload files, QA sheets, and a master variation file for known employee name/email patterns.
Built to solve inconsistent external training files with nicknames, maiden names, misspellings, mismatched emails, and formatting issues that previously made reconciliation slow and error-prone.
30%+ less manual reconciliation · 92% match confidence
ONBOARDINGBuilding a tailored LMS-within-the-LMS for role-specific onboarding. Using Absorb LMS custom department templates, I am creating a segmented Donor Ambassador experience with customized theming, visibility rules, curated course placement, and a focused onboarding path.
I am also converting one-off onboarding recordings into reusable interactive e-learning in Absorb Create, using an AI-assisted workflow to extract source content, structure learning objectives, create quizzes and scenarios, and generate tailored feedback for correct and incorrect answers.
Reusable onboarding infrastructure for future cohortsONBOARDINGTransformed a SharePoint/Sway onboarding prototype into a structured Absorb LMS curriculum with tours, competency-based stamps, completion logic, certificates, and transcript visibility.
Standardized new employee onboarding
COMPLIANCETranslated a static reporting policy into scenario-based learning with automated enrollment, covered-leader audience logic, FAQs, knowledge checks, due-date rules, reminder emails, and reporting visibility for Legal and HR.
Removed manual compliance trackingIBOTTA · KNOWLEDGE SYSTEMS · 2023
Built a scalable internal resource system despite limited tooling and loosely defined requirements—creating structure before formal ownership existed.
01 · THE CONTEXT
The Client Partnerships team operated with hundreds of tools, portals, reports, and links spread across individual bookmarks, Slack messages, and whoever happened to know where something lived. Teams were wasting time searching and new hires had no reliable starting point.
I built a centralized resource library in Google Sheets with 350+ curated links, role-based filters, automated sorting through Apps Script, audit tracking, and maintenance workflows for outdated resources.
02 · INTERACTIVE RECREATION
This working recreation uses real structure and representative entries from the original Link Library export. It mirrors the directory, role pages, filtered resource views, request workflow, and protected mastersheet.
Start with All Resources, Top Resources, or your role-specific page.
Narrow by keyword, resource type, site, or team role.
Submit a link for PDA review instead of editing protected cells.
Team members submit what they know; the PDA owner validates category, role, access, and audit metadata before publishing.
The directory separates comprehensive, role-specific, tool-specific, and governance views so people do not need to understand the mastersheet structure.
03 · THE GOVERNANCE LAYER
The library used one protected mastersheet as its source of truth. Role-specific pages and resource views pulled from that source, while a request sheet created a controlled path for additions. Audit dates and ownership made stale links visible instead of letting the system quietly decay.
Team requests a new resource.
PDA validates role and category.
Mastersheet feeds filtered views.
Owner and review date stay visible.
IBOTTA · GROWTH STRATEGY · 2023
How a summer internship project began with social listening—and became a cross-functional case for language support, creator partnerships, and targeted market visibility.
01 · PROJECT ORIGIN
Every summer intern at Ibotta needed to choose and complete an independent project. At first, I was stumped. I was also taking a social-media marketing class that summer, so I did what I naturally do when I need ideas: I looked at what people were already saying and making.
I searched for Ibotta across social media and found something unexpected. Bilingual creators on TikTok and YouTube were making tutorials for Spanish-only speakers—teaching people how to navigate and use an English-only app. The comments underneath those videos were full of questions about translation, availability, and how to get started.
02 · THE OPPORTUNITY
Ibotta had an opportunity to better serve Hispanic and Spanish-speaking consumers, but the business case needed more than a general recommendation. I assembled evidence across market growth, app-store positioning, user comments, competitor behavior, and creator-led education.
The clearest pattern: people were asking for translation, asking where the app worked, and relying on bilingual creators to learn a product that was still available only in English.
03 · RESEARCH METHOD
I drew from academic market research completed through the Honors College at UTA and partnered across Ibotta to connect customer signals to business feasibility. Using Octoparse, I scraped comments from YouTube and TikTok, exported them into Excel, and used translation formulas to analyze Spanish-language feedback at scale.
Language implementation, competitor strategies, marketing opportunities, and user feedback.
Demand among current and potential users, market growth, and demographic context.
Hispanic users’ needs, shopping behavior, and app-usage patterns.
Feasibility and experience considerations for multi-language support.
For future implementation, I recommended AI-assisted translation with subject matter experts reviewing accuracy, tone, and cultural fit before release.
04 · THE BUSINESS CASE
The recommendation connected language support to measurable company priorities—not just localization. It framed Spanish support as an engine for revenue, growth, accessibility, inclusion, and competitive positioning.
05 · CREATOR & CHANNEL SIGNAL
A bilingual TikTok creator was already helping Spanish-only speakers navigate Ibotta while the app remained English-only. One “How you can save with Ibotta” tutorial generated 3,000 organic referrals—clear evidence that demand existed and users were solving the accessibility gap themselves. I also used a second creator tutorial from the same creator as supporting research.
TikTok’s personalized discovery model made creator partnerships and relevant Spanish-language content a practical visibility channel.
User-led education became the proof point for a broader product and marketing opportunity.
06 · RESULTS & IMPACT
I delivered an executive presentation translating market data, user evidence, and competitor analysis into recommendations for product support, creator partnerships, and targeted visibility.
For near-term reach, I researched high-impact podcasts and recommended Yo Quiero Dinero, which was selected for a paid feature. The initiative also contributed to a broader focus on Spanish-speaking consumers and informed two Spanish-language commercials: Seguro que lloverá on January 1, 2024 and Muestra gratis on April 18, 2024.
07 · REFLECTION
This project sharpened my ability to combine academic research, user evidence, and cross-functional expertise into a business case. The strongest insight was not simply that Spanish-language support mattered—it was that demand was already expressing itself through comments, workarounds, referrals, and creator behavior.
TESTIMONIALS · THE RECEIPTS
Direct, unedited feedback from the people who have built, shipped, and solved problems alongside me.
“Sara was constantly looking for optimizations, and brought many meaningful improvements to our operations and customer experience.”
ABOUT SARA
My work lives between structure and play. I’m happiest untangling an ambiguous problem, finding its human center, then building the clearest version I can.
Then comes my favorite part: putting it in front of people, watching how they react, and collaborating toward the next version. I think about the work a lot like product development—V1, V2, V3—each round making the idea more useful, more intuitive, and more real.
“Just make it exist first. You can make it good later.”
That belief has shaped learning ecosystems, knowledge systems, AI workflows, and operational programs across Moore, Proofpoint, and Ibotta. Outside work, I enjoy reading, traveling, and trying new things that usually become projects.
University of Texas at Arlington · Honors College
Minor in English
Anthropic
Moore · Leading the continued expansion of Moore to Learn
HOW I APPROACH THE WORK
I’m usually pulled toward the places where work is happening, but the system around it is hard to see: the owner is unclear, the data is scattered, or the process only works because one person remembers the steps.
Click a field note to open the system notes.
These are usually symptoms of an invisible system asking to be mapped.
This is the loop I tend to follow before something becomes a workflow, dashboard, course, guide, or operating model.
The point is not just a cleaner artifact. It is a system someone else can understand, trust, and own.
A FEW OF MY FAVORITE THINGS
JAMES CLEAR
RAY BRADBURY
JOHN GREEN
MADELINE MILLER
