Business Systems, Salesforce & Workflow Case Studies
Selected work showing how I turn messy workflows, business system needs, and AI/product ideas into clear requirements, practical tools, and better processes.
Hand Off
A guided project handoff tool that helps people transfer ownership of active work by capturing critical context, identifying missing information with AI, and turning it into a structured handoff for the next person.
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Workflow Translator
AI-assisted business analysis tool that turns unclear workflow descriptions into structured process steps, gaps, assumptions, KPI/tracking logic, and recommended next actions.
Salesforce Pipeline & Reporting Setup
Project-based Sales Cloud configuration focused on pipeline structure, CRM data quality, and reporting visibility.
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AI Opportunity Mapper
AI opportunity discovery prototype that turns broad AI ideas into ranked, practical next steps.
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Client Onboarding Workflow Redesign
Redesigned a scattered client onboarding workflow into a clearer, repeatable process with defined handoffs, upfront payment and paperwork steps, asset collection, reusable templates, and simple onboarding status tracking.
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Operations Clarity Check
Built an interactive diagnostic web app prototype that evaluates operational clarity across core business systems, applies deterministic scoring logic, and identifies the highest-priority improvement area.
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