Doug Wallbank

CAPM, UiARD

I'm

About

Business Process Engineer, Automation Developer, & Web Designer

My goal is to eliminate operational friction by transforming complex, manual workflows into deterministic, automated systems that ensure absolute data accuracy and scalable business logic.

  • Degree: Honours Applied Economics
  • City: Kitchener, Ontario, Canada
  • Certifications: CAPM, UiARD, & More
  • Email: douglas.wallbank@gmail.com

Born and raised in Kitchener/Waterloo, I have been fortunate to be exposed to the benefits of growing up in a town with two prestigious universities and the amenities of a larger city. Before I entered high-school I had already nurtured a passion for business and technology which guided my course selection and extracurricular endeavors. When I moved on to university I followed my passion for business but decided to switch to economics since it was the optimization decision making that I liked most about working for and running businesses. That brings us to today where I pair the knowledge I have gained with my experience to make meaningful change in the roles I occupy.

Resume

Professional Summary

Doug Wallbank

  • Business Analysis: Systems-oriented Business Analyst with a track record of conducting needs analysis of billing stakeholders, documenting their processes and subsequently proposing process changes.
  • Stakeholder Mediation: Mediates between and elicits requirements of stakeholders to minimize waste and maximize business success simultaneously
  • Advanced Automation: Developer of automations across multiple applications which currently saves ~7 business days per month, reduces the risk of human error, and allows for time spent on more value-added activities
    • Automation involved re-engineering and optimizing process for implementation through computer programming languages
    • Automations generate richer data outputs that allows for better reconciliation, decision making, and error diagnosis
  • Data Analytics: Certified to work with large data from cleaning, through analyzing to gain insights and understanding while minimizing the risk of inaccurate conclusions
  • Invite me for an interview today so we can discuss the exciting projects I have completed and how my experience could benefit your firm

Education

Honours Applied Economics

Wilfrid Laurier University, Waterloo, ON

  • Advanced Microeconomics “A+”
  • Economic Evaluation – Cost/Benefit “A+”
  • Applied Econometrics “A”
  • Industrial Organization “A”

Certified Associate of Project Management (CAPM)

September 2022 - September 2025

Project Management Institute, Newtown Square, PA

  • Tailoring approaches for project management
  • Establishing a common language and set of tools to carry out the stages of project management

Advanced Robotic Process Automation Developer (UiARD)

April 2022

UiPath, New York, NY

  • Defining processes that fit RPA
  • Apply best practices for RPA development
  • Advanced UIPath automation features of the REFramework and Orchestrator

Web App Development & Data Analytics

March 2023

W3Schools.com

  • HTML, CSS, JS, PHP, & SQL
  • Bootstrap, JQuery
  • Data Analytics, Python, Pandas, Numpy, R, & SQL

Financial and Valuation Modelling

September 2011

Wall Street Prep., Brookline, MA

  • A course which involved financial statement modelling and valuation within excel
  • Provided a platform to project the financial statements of Colgate through to its valuation among discounted cash flow forecasting, trading and transaction comparison, mergers and acquisitions analysis, and leveraged buyout
  • Completed Certification with 100% on the valuation portion

Experience

Billing Coordinator | Financial Systems Automation & Business Analysis

April 2021 - Present

OpenText, Waterloo, ON

  • High-Volume Financial Optimization: Streamlined a billing process worth $1.5 million in monthly revenue by reducing time to invoice from 4 days to 1, while improving data quality and adding new reporting features.
  • Multi-Application Automation: Develops automations across multiple applications to reduce human error and redirect focus toward value-added activities.
    • Re-engineered and optimized processes specifically for implementation within UIPath.
    • Generated richer data outputs to improve reconciliation, decision-making, and error diagnosis.
  • Requirements Engineering: Collaborated with stakeholders to gather and document business requirements, ensuring clear communication and alignment on project goals.
  • Gap Analysis: Utilized business process modeling to visualize workflows and performed Gap Analysis to identify opportunities for optimization and efficiency.
  • Transactional Architecture: Managed complex data transactions across multiple systems (Salesforce, SAP, ChangePoint, and OpenAir), ensuring data integrity and expanding cross-system technical knowledge.

Technical Lead / Researcher

January 2025 - Present

InjectSoft, Kitchener, ON

  • Industrial SaaS Architecture: Architected a high-fidelity SaaS platform tailored for the injection molding industry, bridging the gap between industrial operations and deterministic financial reporting.
  • Dual-Layer System Integrity: Engineered a system integrity model utilizing a "black-box" cloud environment for operational data paired with a transparent, Excel-based manual backup to ensure absolute data sovereignty.
  • Automated Transaction Engine: Developed an engine capable of managing complex logs across revenue, expenses, and non-operating categories with 100% reconciliation accuracy.
  • High-Availability Infrastructure: Eliminated operational overhead by designing a self-sustaining core infrastructure with autonomous operational logic, allowing for a primary focus on high-level feature evolution.
  • Strategic Code Philosophy: Implemented a "Living Model" philosophy prioritizing scale-invariant logic and radical transparency to provide high-resolution insights into manufacturing performance.
  • Technical Stack: React with TypeScript (Vite), PostgreSQL, and Tailwind CSS.

Interests

Business and Economics

  • Finance & Accounting
  • Information Process Optimization
  • Project Management

Technology

  • Web Design & Application Development

Creative Writing

  • Film & Television
  • Articles on Business Philosophy and Mental Health

Miscellaneous

  • Drumming
  • Tennis

Articles

Case Study: The Deterministic Revenue Engine by Doug Wallbank

Building High-Integrity Systems through Bilingual Logic and Managed Growth

Read on Substack

The Dynamic Lens: Accommodation as an Investment, Not a Charity by Doug Wallbank

Part I

Read on Substack

The Engine of Relentless Optimism: Finding the "Floor" in the Friction by Doug Wallbank

Read on Substack

Portfolio

  • All
  • Services
Task Rover

TaskRover.ca

Small Home Renovations

Mountain Counselling

MountainCounselling.ca

Counselling Services

Delphinium Counselling

DelphiniumCounselling.ca

Counselling Services