Portfolio
Selected work
These are systems I've designed, built, and shipped: real implementation work, real users, honestly described. Built at a large organization (not named, to keep the employer's internal details private). No invented metrics below: where I don't have a measured number, I say so rather than estimate one.
One System, Every Department
A shared system that turns scattered outreach and follow-up into one consistent, automatic process across departments.
Problem
A multi-team organization had outreach and follow-up spread across several internal groups, with coverage varying by person and no shared paid AI subscription to fall back on, so there was no consistent, team-wide way to draft replies or log them.
Approach
I built a custom AI chatbot trained on the team's own outreach playbook, using a no-cost, instruction-based setup rather than a paid integration, so it works without anyone needing a paid subscription. It's paired with an automated pipeline (a lightweight web service plus a spreadsheet script) that routes each logged interaction to the right group and tracking sheet, and sends a 7-day follow-up reminder automatically.
Outcome
Already in use internally across several teams, built on the reply-drafting foundation Case 2 established. New; not yet battle-tested at scale; but real, deployed infrastructure already doing real work, not a demo.
On-Brand Replies, Every Time
A ready-made assistant that keeps outreach replies consistent, on-brand, and fast to send.
Problem
Outreach replies needed to stay consistent in tone, use pre-approved messaging, and include the right supporting links, but writing each one by hand was slow and inconsistent across staff.
Approach
A custom AI chatbot trained on the internal outreach playbook and pre-approved messaging, with a reference document of links, so it drafts replies in the right tone and automatically pulls in the correct hyperlinks. Beyond the reply itself, it also outputs a structured summary of each interaction - a fit classification and category tag, plus a partner/industry tag - so every conversation becomes usable data instead of a one-off email.
Outcome
Drafts outreach replies for the team, and the structured data it produces is what feeds Case 1's multi-team routing, tracking-sheet logging, and 7-day follow-up reminders - this assistant is the foundation that whole system is built on top of.
One Dashboard, Every Angle
A once-manual reporting slog, replaced by a live dashboard that updates itself every day.
Problem
A client-facing team relied on a system that emailed out interaction data in pieces, several separate spreadsheets a day, each holding part of the picture. Turning that into anything usable meant manually collecting, combining, and reformatting every email by hand, work that ran to hours a week for one person and days or weeks a year across the team.
Approach
I built a script that watches the inbox for those incoming reports, then automatically parses, combines, and reformats the data from each one into a single live Google Sheet, connected to a dashboard tool for real-time visualization.
Outcome
A fully filterable, live-updating dashboard, refreshed daily, that tracks activity trends, surges, and baselines across categories, cohorts, and staff type, broken out into an executive overview, a staff-workload view, and a demographic-analysis view. It's used across the organization, from individual staff to senior leadership, for everything from performance reviews and year-end reporting to staffing decisions and making sure service is reaching everyone equitably. All figures shown are aggregated and anonymized.
Never Miss a Renewal Again
A quiet safety net that catches expiring agreements before anyone has to remember to check.
Problem
A partnerships-focused team was tracking over 200 active partnership agreements by hand, in a spreadsheet, with expiration dates that depended entirely on someone remembering to look.
Approach
An automation script tied directly to the team's existing tracking spreadsheet, watching every agreement's expiration date and automatically sending reminder emails at 90, 30, 14, and 3 days out, to everyone who needs to act on it, not just one person.
Outcome
Built and ready; currently in requirements-gathering with stakeholders ahead of a full rollout, so the reminder recipients and timing match how the team actually works before it goes live.
One Home for Every Resource
A single, always-current hub that replaced scattered documents with one place to browse and copy from.
Problem
Team members wanted quick, self-service access to ready-to-use client-facing materials, prewritten templates and boilerplate language they could drop straight into their own work, without digging through scattered documents every time.
Approach
Built using agentic AI coding tools (Claude Code, running multiple coding agents in parallel to move faster), it's an interactive hub of over 80 click-to-copy resources, embedded directly into the organization's existing internal site so there's no new login or tool to learn.
Outcome
Adopted enthusiastically organization-wide since launch, and leadership is now working to standardize it as a resource for the whole team.
Process
Templates & process
Beyond the case studies above, here's a preview of what you'd actually receive working with me, shown using made-up example data, not a real client's information.
Sample readiness report
See an actual example, written for a made-up small nonprofit, so you know exactly what lands in your inbox before you ever reach out.
How I test before I trust it
A peek at how I try a workflow out on realistic examples first, so nothing goes live until it's actually been checked.
Exactly what you'd receive
Blank versions of every document you'd get: the proposal, the readiness report, the build plan, the handoff guide. No surprises about the paperwork.
Risk & Rollback Plan
Every Build comes with a short, plain-English note on what could go wrong and exactly how to undo it, before anything touches your systems.
90-Day Check-In
About three months after handoff, I'll check in with a quick note on how it's holding up and whether anything needs a tweak.
Plain-Language Tool Briefing
A short, no-jargon rundown of which AI tools actually make sense for your situation, and which ones you can safely skip.