Requirements & mapping
Reviewed scheduling and migration requirements and supported source-to-target alignment.
Workforce Optimisation & Salesforce Transformation
Improving daily care-worker scheduling, strengthening source-data quality and preparing operational capabilities for migration into Salesforce.
01
The Challenge
Australian Unity needed to improve daily rostering for care workers and customers while also migrating workforce and customer capabilities from a legacy platform into Salesforce.
Smarter rostering
Create a more effective scheduling solution balancing customer needs, worker availability and operational cost.
Salesforce readiness
Migrate clinical and non-clinical capabilities without losing required rostering functionality.
02
How I Contributed
Delivery leadership
- Coordinated operations, product owners, SMEs, engineers, testers, integration teams and the external vendor.
- Led BAT, UAT, dress rehearsals, Jira workshops, defect triage and sign-off activities.
- Reviewed requirements, test scenarios, evidence and delivery status.
Hands-on delivery
- Developed SQL stored procedures, Python processing and SQL Agent scheduling.
- Built Tableau data-quality, KPI and availability dashboards.
- Performed Salesforce validation, QuerySurge comparisons and migration checks.
03
Building the Rostering Data Flow
Australian Unity engaged Biarri to support workforce rostering. I validated the business requirements and designed the daily data-supply process from the legacy SQL Server environment.
I replaced the existing master extraction procedure with a customised stored procedure returning only the required data. Python generated the CSV outputs, while SQL Server Agent scheduled the process for 6:00 am each morning.
Legacy SQL Server→Custom Stored Procedure→Python CSV Processing→SQL Agent→SFTP→Biarri
I also coordinated secure SFTP setup so input files could be sent to Biarri and processed results returned.
04
A Turning Point
When scheduling outcomes were inconsistent, I traced the issue through the data flow and found that the main problem was not the optimisation engine—it was poor source-data quality.
Missing dataMandatory attributes were incomplete.
Incorrect valuesSource records contained invalid information.
Wrong mappingsSome fields were aligned incorrectly.
Onboarding gapsNew records were not always complete.
What I changed
Built Tableau dashboards showing data issues directly to operations teams.
Process improvement
Recommended onboarding procedure updates for new customers and care workers.
Result
Improved data supplied to the rostering solution and reduced recurring issues.
05
Operational Automation
Biarri returned compressed output files. I created Python and SQL Agent processes to extract and reprocess them, add protected health information deliberately excluded from vendor input, refresh dashboard datasets and place final files into a controlled location.
I then worked with the WebMethods team to automate delivery into the correct SharePoint location for each branch.
24Branches supported
3Run frequencies
Daily · Weekly · FortnightlyScenario-based processing
06
Salesforce Transformation
While the rostering solution supported the legacy platform, Australian Unity was also migrating customer and care-worker capabilities into Salesforce. The non-clinical category needed to retain the Biarri scheduling model after migration.
System testing
Briefed offshore testers, reviewed test cases and evidence, and triaged defects.
Integration validation
Validated connectivity, configuration and Biarri outcomes within Salesforce.
UAT & BAT
Facilitated Jira workshops, execution, sign-off and summary reporting.
Dress rehearsals
Managed Jira cards and dashboards for end-to-end progress visibility.
I also acted as business-analysis lead for end-to-end BAT across scheduling and service-delivery modules. Jira, Zephyr and Confluence supported execution, traceability and artefact management.
07
Business Outcome
The programme established an automated workforce-rostering data flow supported by better source quality, operational monitoring and repeatable branch-level processing.
It also enabled rostering capability to progress alongside the Salesforce migration and improved business readiness through BAT, UAT, dress rehearsals and transparent reporting.
08
Technology
SQL ServerStored ProceduresPythonSQL Server AgentTableauSalesforceSFTPWebMethodsSharePointJiraZephyrConfluenceQuerySurgeExcelBiarri
View the vendor's published home-care scheduling case study ↗Key learning
Enterprise transformations succeed when technology, operational processes, data quality and stakeholder alignment improve together.