About the client
CommonShare operates in the certification and sustainability ecosystem, where business-critical information often lives across disconnected files, CRMs, internal systems, external sources, and client-specific datasets.
The work focused on turning fragmented sustainability, certification, sales, marketing, and events data into structured workflows, automated pipelines, dashboards, and decision-support systems.
Goals
Centralize scattered sustainability and certification datasets into reliable data workflows.
Automate extraction, transformation, validation, and reporting processes.
Build dashboards and analytical views for leadership, sales, marketing, events, and operations teams.
Lead data teams, cross-functional communication, recruitment, and data-driven decision enablement.
The Need
To create a scalable data operations layer around CommonShare's sustainability and certification work — transforming scattered information into usable intelligence for client delivery, sales, marketing, events, CRM operations, and executive decision-making.
Challenges
Certification, sustainability, CRM, marketing, sales, and event data lived across multiple formats and systems, requiring clean extraction and consolidation.
Automated workflows had to handle inconsistent source data, transformations, recurring exports, and business-critical delivery requirements.
Different teams needed different outputs: leadership dashboards, sales lists, marketing segments, event datasets, CRM views, and operational reporting.
Certification and sustainability data needed strong quality control, normalization, and validation before it could be used for analysis or client-facing operations.
Beyond technical delivery, the work required leading data scientists, hiring new talent, and translating business needs into executable data initiatives.
Solution Development
A complete data function spanning engineering, analytics, sustainability data management, CRM support, team leadership, recruitment, and business enablement.
Created scripts and pipelines to extract, clean, transform, merge, and manage scattered sustainability and certification data.
Turned disconnected files, CRMs, client datasets, and operational sources into structured datasets usable by multiple teams.
Reduced repetitive manual work by automating recurring extraction, manipulation, preparation, and reporting tasks.
Built dashboards and KPI views that helped teams understand performance, track operations, and make data-driven decisions.
Prepared targeted datasets, segmentation outputs, campaign lists, event data, and reporting extracts for commercial and marketing execution.
Led the Data Science team, coordinated delivery across departments, and conducted around 50 interviews for data, marketing, and related roles.
Interactive reporting systems for leadership, operational teams, sustainability workflows, sales, marketing, and events.
Translated complex sustainability and operational data into clear visuals, KPIs, and actionable insights.
Helped non-technical teams understand, trust, and use data in day-to-day decision-making.
Automation scripts and data-processing workflows for extraction, transformation, validation, and recurring business outputs.
Structured storage, CRM management support, data models, operational lists, and cross-system data preparation.
Led approximately 50 interviews and supported hiring for 10+ Data Science roles plus marketing and business-related positions.
Managed communication between data, sustainability, sales, marketing, events, operations, and leadership teams.
Tech Stack
A practical data stack built around automation, structured storage, analytics, reporting, CRM support, and team-scale workflows.
Achieved Results
Unified
Scattered sustainability, certification, CRM, sales, marketing, and events data became usable through structured pipelines, scripts, dashboards, and data workflows.
10+
More than 10 data roles were supported through recruitment, interviews, evaluation, onboarding input, and team leadership.
Less
Manual extraction, cleaning, reporting, segmentation, and preparation work was reduced through automation and reusable data processes.
Data
Teams gained clearer visibility into performance, operations, clients, events, campaigns, and sustainability data through dashboards and reporting systems.