Case studies & portfolio

Systems built around real work.

A selection of operations hubs, pipelines, trackers, CRM workflows, and productivity systems I’ve designed.

Fintech Compliance Workspace project preview01

Notion · Databases · Documentation

Fintech Compliance Workspace

A four-database compliance workspace with an audit-trail Quality Gate for clearer processes and visibility.

THE PROBLEM

The process was difficult to see and manage end to end.

WHAT I BUILT

A four-database compliance workspace with an audit-trail Quality Gate for clearer processes and visibility.

THE IMPROVEMENT

Clearer ownership, more consistent information, and a workflow that is easier to follow.

Home Services Job Pipeline project preview02

CRM · Automation · Pipeline design

Home Services Job Pipeline

A seven-stage job pipeline that carries customer information through the workflow automatically.

THE PROBLEM

Information and handoffs needed a reliable home.

WHAT I BUILT

A seven-stage job pipeline that carries customer information through the workflow automatically.

THE IMPROVEMENT

Clearer ownership, more consistent information, and a workflow that is easier to follow.

Insurance Credentialing Tracker project preview03

Notion · Reporting · Process design

Insurance Credentialing Tracker

A structured system for tracking insurance credentialing across 51 jurisdictions.

THE PROBLEM

The process was difficult to see and manage end to end.

WHAT I BUILT

A structured system for tracking insurance credentialing across 51 jurisdictions.

THE IMPROVEMENT

Clearer ownership, more consistent information, and a workflow that is easier to follow.

Creative Agency Operations Hub project preview04

Notion · Client portal · Operations

Creative Agency Operations Hub

An internal operations hub separating production workflows from the client-facing experience.

THE PROBLEM

Information and handoffs needed a reliable home.

WHAT I BUILT

An internal operations hub separating production workflows from the client-facing experience.

THE IMPROVEMENT

Clearer ownership, more consistent information, and a workflow that is easier to follow.

Notion CRM & Automation project preview05

Notion · Zapier · CRM

Notion CRM & Automation

CRM workflows connecting email and lead information through practical automations.

THE PROBLEM

The process was difficult to see and manage end to end.

WHAT I BUILT

CRM workflows connecting email and lead information through practical automations.

THE IMPROVEMENT

Clearer ownership, more consistent information, and a workflow that is easier to follow.

Ready when you are

Your business doesn't need more tools.

It needs a system that makes the tools, people, and processes work together.