Business Operations Consulting

I support all teams within your business by:

• Assessing how well your digital tools currently support your operational goals.
• Configuring the ideal version of your existing tools (Salesforce, HubSpot, Microsoft, etc.).
• Recommending process changes and facilitating trainings.

Solutions Architecture

I'll help your business thrive by:

• Mapping your existing business processes to specific features within platforms like Salesforce or other core systems.
• Selecting the right combination of tools (third-party apps, custom code, AI, etc.) to meet needs.
• Designing data models, security, and integration patterns for your business.
• Troubleshooting complex technical issues before, during, and after implementation.
• Ensuring solution are robust, secure, maintainable, and within budget.

Digital Automation

I can reduce human error and free up your team for more important work by:

• Identifiying manual, repetitive tasks suitable for automation.
• Designing automated workflows using tools like Power Automate, CRMs, Zapier, n8n, and custom scripts.
• Generating instant reporting and dashboard updates for ongoing use.

Technical Architecture

• Oversee & execute the technical build and ensure it aligns with the design.
• Designs the data model, security settings, and integration patterns.
• Troubleshoots complex technical issues during implementation.
• Ensures the technical solution is robust, secure, and meets long-term maintainability goals.