Paper chasers
Paper chasers
Paper chasers
Leading the effort to build an enterprise financial analysis platform delivered on a promise to shift Industry Leads' time from the tedium of data compilation, straight into data analysis.
Leading the effort to build an enterprise financial analysis platform delivered on a promise to shift Industry Leads' time from the tedium of data compilation, straight into data analysis.
50%
productivity
improvement
135 hrs
saved
per cycle
$260k
in savings
/mo
Background
Background
Background
Teamshares is a startup based out of Brooklyn, New York. They acquire small to medium sized businesses from their retiring owners and convert these acquisitions into employee-owned companies. Teamshares subsequently installs leadership who would then be advised by Teamshares' Industry Leads.
To support these Network Companies and their Industry Leads, Teamshares has a suite of products built specifically for their use cases.
Teamshares is a startup based out of Brooklyn, New York. They acquire small to medium sized businesses from their retiring owners and convert these acquisitions into employee-owned companies. Teamshares subsequently installs leadership who would then be advised by Teamshares' Industry Leads.
To support these Network Companies and their Industry Leads, Teamshares has a suite of products built specifically for their use cases.
The scenario
The scenario
The scenario
Industry Leads managing Teamshares' 90+ Network Companies were spending 3+ hours per company on manual payroll data processing. This created 270+ hours of operational overhead per analysis cycle, preventing them from focusing on strategic customer conversations that drive business growth. The manual bottleneck was directly impacting our ability to serve customers effectively.
Industry Leads managing Teamshares' 90+ Network Companies were spending 3+ hours per company on manual payroll data processing. This created 270+ hours of operational overhead per analysis cycle, preventing them from focusing on strategic customer conversations that drive business growth. The manual bottleneck was directly impacting our ability to serve customers effectively.
My role
I was acting Principal Designer on this effort.
I was acting Principal Designer on this effort.
I spearheaded enterprise-wide solution development, coordinating with Product Management, Industry Leads, and Operations teams.
Action: Delivering customer value through scalable design
Action: Delivering customer value through scalable design
Action: Delivering customer value through scalable design
Deliver Customer Value Through Scalable Design My mission was to eliminate operational friction so Industry Leads could focus on what matters most - helping our Network Company customers succeed.
Deliver Customer Value Through Scalable Design My mission was to eliminate operational friction so Industry Leads could focus on what matters most - helping our Network Company customers succeed.
Research and systems-level solutioning
Research and systems-level solutioning
Research and systems-level solutioning
I took ownership of cross-functional alignment between Product, Engineering, and Operations teams. I conducted comprehensive workflow analysis with Industry Leads affecting 90+ companies, discovering that they needed both payroll analysis AND employee roster accuracy verification.
What research and business knowledge surfaced allowed me to introduce a scalable integration framework supporting multiple payroll providers (ADP, Paychex, Gusto, BambooHR).
This benefits the entire Teamshares product suite as integration is a pending feature for a number of Teamshares products—only they were considered within their own spheres. This implementation sets the stage for integration to be set up in one place, providing visibility between silos and the elimination of double-work.
The other addition was leveraging payroll integration to facilitate the automated updating of employee rosters in TeamsharesOS, which removes some load off of Teamshares admins.
I took ownership of cross-functional alignment between Product, Engineering, and Operations teams. I conducted comprehensive workflow analysis with Industry Leads affecting 90+ companies, discovering that they needed both payroll analysis AND employee roster accuracy verification.
What research and business knowledge surfaced allowed me to introduce a scalable integration framework supporting multiple payroll providers (ADP, Paychex, Gusto, BambooHR).
This benefits the entire Teamshares product suite as integration is a pending feature for a number of Teamshares products—only they were considered within their own spheres. This implementation sets the stage for integration to be set up in one place, providing visibility between silos and the elimination of double-work.
The other addition was leveraging payroll integration to facilitate the automated updating of employee rosters in TeamsharesOS, which removes some load off of Teamshares admins.
Opportunities
Establish integration patterns within the Teamshares ecosystem of products
Leverage third-party payroll services to update Teamshares roster records
Optimizing industry lead workflows
Optimizing industry lead workflows
Optimizing industry lead workflows
Customer insight led to an integrated dashboard solution that eliminated tool-switching entirely. The research revealed dual-purpose opportunity that delivered more value than originally scoped.
Customer insight led to an integrated dashboard solution that eliminated tool-switching entirely. The research revealed dual-purpose opportunity that delivered more value than originally scoped.
Outcomes
Outcomes
Outcomes
Customer Efficiency: 50% reduction in analysis time (3 hours → 1.5 hours per company)
Operational Scale: 135+ hours saved per cycle across entire network
Strategic Value: Enabled customer-focused strategic conversations vs. data compilation
Platform Adoption: Integration patterns adopted by other teams
Foundation Building: Established automated systems improving accuracy at scale
Hello, I'm Dante
Design and haiku go hard
Here's an example
You can email me
me@ldanteguarin.com
Reach out, don't be shy.