Terri Schlak

My Experience: Making systems, data, and operations work better together.

2026—Present · My consulting practice

Analytics, LLC

Independent Technology Consultant · Terri Tech Solutions

  • I help small businesses understand what’s slowing them down and choose technology that supports how they want to grow.
  • I build web-based business solutions along with databases and CRMs, connecting day-to-day operations with reliable data and reporting.

2022—2026

ITA Group

Business Analyst II

  • I helped teams get more value from custom CRM platforms by connecting business needs, system behavior, and day-to-day operations.
  • I kept those systems reliable and useful by improving reporting, managing enhancements, and resolving data-quality issues.

2020—2022

Drake University

Assistant Development Data Specialist

  • I connected three campus systems so information could move reliably across the organization and support accurate reporting.
  • I worked with stakeholders to understand their goals and turn them into useful fundraising reports.

2017—2020

UnityPoint Health

CMMS System Administrator

  • I learned an unfamiliar database by tracing existing reports and mapping how the data fit together.
  • I built SQL reports that helped teams identify compliance risks, overdue work, and other operational issues.

2026—Present

Ronald McDonald House of Central Iowa

Volunteer Technology Consultant — Salesforce Optimization

  • I’m helping a nonprofit strengthen how it manages information by improving data quality and laying the groundwork for more efficient processes.

Systems and tools I’ve worked with.

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

Résumé / current

Terri Schlak

Technical Consultant · Business Analyst · Business Systems

[email protected]LinkedInDallas Center, IA

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