Business systems, automation, and operations design

I architect the systems and workflows for teams that have outgrown workarounds.

I've built my career around improving how work gets done across departments and platforms leveraging automation, reporting, and system architecture. I help teams scale by making their systems more consistent, their data more useful, and their workflows more efficient.

Results

The outcomes I've achieved.

Allocated more than $480K in annual Zoom costs across 100 business units with a custom reporting model.

Built a SurveyMonkey to Salesforce CSAT integration that avoided $162K in licensing costs.

Created a gateway-fee process that helped retain more than $1M in ARR.

Shaped operating model changes that contributed to nearly 20% faster implementation timelines.

My Work

My Professional Work Portfolio

These case studies show how I design systems, workflows, reporting layers, and governance models using tools like Salesforce, n8n, Workato, ClickUp, and Zoom to make complex operations easier to run.

Case study

Building a custom Zoom voicemail intake and notification workflow

At Fullsteam, I extended Zoom Contact Center with a custom voicemail intake flow that captured department, caller identity, account context, and detailed notes before sending the final notification.

Used Zoom Contact Center, n8n, Zoom APIs, Python, and Mailgun to turn a generic voicemail alert into a structured intake and triage workflow without changing the end-user experience.

  • Zoom Contact Center
  • n8n
  • Python
  • Mailgun

Case study

Building a GuideCX and Salesforce integration for post-sale visibility

At Fullsteam, I owned the integration layer that connected closed-won Salesforce opportunities to GuideCX implementation project creation and sent onboarding progress back into Salesforce.

Used Salesforce, Workato, custom objects, and Apex support to connect sales, onboarding, go-live timing, shipping, and projected revenue into one reporting flow.

  • GuideCX
  • Salesforce
  • Workato
  • Apex

Case study

Building an implementation operating system in ClickUp

At Silverware POS, I led the Implementation department's move from fragmented spreadsheets, handwritten notes, and physical folders into a centralized ClickUp workflow.

Built more than 200 modular templates, added lifecycle and revenue reporting fields, and made management visibility much clearer across active implementation work.

  • ClickUp
  • n8n
  • Implementation ops
  • Workflow design

Case study

Building a Zendesk service platform connected to Salesforce

At Fullsteam, I designed a Zendesk support-platform model that included Salesforce integration, custom apps, migration flows, and help center transition work.

Created a more repeatable business-unit transition model and saved more than 20 hours per transition through reusable platform and migration design.

  • Zendesk
  • Salesforce
  • n8n
  • Migration design

Case study

Designing Zoom billing and chargeback reporting for 100 business units

At Fullsteam, I designed the Zoom billing operating model and built the centralized automation used to allocate telephony costs across 100 business units.

Allocated more than $480,000 in annual Zoom costs while improving usage attribution, license visibility, and chargeback reporting at portfolio scale.

  • Zoom
  • n8n
  • Chargeback reporting
  • Governance

Case study

Building a customer master list and gateway-fee operating model

At Silverware, I combined gateway-fee governance, payment-status tracking, approvals, refunds, and customer revenue data into one operating system.

Helped retain more than $1 million in ARR, supported more than $120 million in processing-volume conversion, and exposed significant missed SaaS revenue and unaccounted AR.

  • n8n
  • Power Automate
  • Revenue operations
  • Payments strategy

Case study

Rebuilding new-hire onboarding for Implementation Specialists

At Silverware, I replaced a loose shadowing-based onboarding model with a structured ClickUp and Silverware University training system.

Reduced ramp-up time from roughly four to five months to a six-to-seven-week path with stronger management visibility and far more consistent training.

  • ClickUp
  • Enablement
  • Training design
  • Operational visibility

Case study

Building a SurveyMonkey CSAT integration for Salesforce Service Cloud

At Fullsteam, I built a custom CSAT workflow that connected SurveyMonkey to Salesforce Service Cloud without adding new platform cost.

Created an automated feedback loop tied directly to support cases, giving teams usable CSAT visibility without buying Salesforce's native survey package.

  • SurveyMonkey
  • Salesforce
  • Apex
  • Flow automation

What I Do

I work as a solution and workflow architect for messy operational environments.

The pattern across my work is usually the same: the business has real systems, real teams, and real constraints, but the workflow between them is fragmented, hard to trust, or too manual to scale cleanly.

I map how work actually moves across teams, tools, handoffs, approvals, and reporting layers before deciding what the system should become.

I design workflows with ownership, governance, and usable data in mind so the solution still works after launch, not just during rollout.

I automate the repeatable path with tools like n8n and Workato, make edge cases visible, and build reporting that helps leadership see what the workflow is actually doing.