WORK
Clear operating problems. Practical systems. Better ways to work.
Representative engagements from AI and Salesforce implementation to data integration and digital products. Client work is anonymized unless publication is approved.
01 / FINANCIAL SERVICES
Financial-services platform integration
A mid-size lending operation needed reliable reporting and cleaner data across two core systems.
CHALLENGE
The CRM and loan origination system were not connected. Reports required manual reconciliation. Compliance gaps were growing as the team scaled.
WHAT CHANGED
- —Mapped the full data flow between CRM and loan origination system
- —Built a structured integration layer with automated data validation
- —Established role-based access controls and immutable audit trails
- —Delivered documentation and operating runbook for the internal team
OUTCOME
The team moved from manual reconciliation to automated reporting. Compliance gaps were closed before the next audit cycle.
02 / SERVICE OPERATIONS
Salesforce service operations rebuild
A professional services team had lost confidence in Salesforce after years of accumulated configuration without clear ownership.
CHALLENGE
Case handling relied on manual triage and duplicate data entry. Reps had reverted to spreadsheets and email. Resolution times were climbing without a clear cause.
WHAT CHANGED
- —Conducted a platform and process audit to map the configuration debt
- —Rebuilt the case intake flow using Flows and structured routing logic
- —Consolidated duplicated data entry points and removed legacy fields
- —Ran adoption sessions tied to the actual team workflow, not generic training
OUTCOME
The team returned to the platform within two months. Manual triage steps were eliminated and case assignment became consistent.
03 / MICROSOFT 365
Microsoft Graph activity modernization
An enterprise client needed visibility into Microsoft 365 usage to support a governance initiative without building new data infrastructure.
CHALLENGE
No structured way to capture activity events from Microsoft 365. The governance team was working from manual exports and incomplete coverage.
WHAT CHANGED
- —Implemented Microsoft Graph API event capture for relevant signals
- —Routed structured activity data into the existing data warehouse
- —Built a governance dashboard with retention and access reporting
- —Documented the pipeline and alert logic for the internal operations team
OUTCOME
The governance team moved from monthly manual exports to real-time access reporting. Retention policy compliance became measurable.
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