Home/Case Studies

Engagements that shipped.

Selected work across healthcare, technology (Fractional CTO), fleet management, and logistics. Each delivered in production — not on a whiteboard.

AI · Contract Extraction

Claude-powered contract extraction & registry

Built a Claude AI agent that extracts structured data from contracts across all common formats — native PDFs, scanned/image PDFs, JPGs, and Word documents. Wrapped into an event-driven workflow: when a new document lands in a Box folder, the agent parses it, validates fields, and writes to a contract registry database. Power BI dashboards surface obligations, expiry dates, and counterparty exposure across thousands of agreements.

Volume
1,000s
Engine
Claude agent
Insights
Power BI
AI · Customer Ops

OpenAI sentiment triage for Service Cloud tickets

Wired Salesforce Service Cloud to OpenAI for real-time sentiment analysis on inbound customer responses. When sentiment crosses the risk threshold — frustration, escalation language, churn signals — Zapier routes the ticket details to a Slack channel for the Ops team to action within minutes. Replaced after-the-fact churn reviews with same-shift intervention on at-risk accounts.

Source
Service Cloud
AI
OpenAI
Alerts
Slack
AI · Sales Ops

OpenAI lead enrichment for Sales Cloud

When a new lead is created in Salesforce Sales Cloud, Zapier kicks off an enrichment workflow: ICP parameters drive automated research across LinkedIn, Apollo.io, and other reliable sources. OpenAI synthesizes the findings into a lead summary and writes back to several Sales Cloud fields — firmographics, intent signals, and a priority score. Reps land on every new lead with the brief already on the record.

Source
Sales Cloud
AI
OpenAI
Glue
Zapier
Web · Lead Ops

Sales/marketing site revamp with MCAE & Salesforce lead capture

Revamped a sales & marketing website with a quick, secured lead-capture path — a custom form fronted by Azure Functions writes leads to Cosmos DB and syncs into Marketing Cloud Account Engagement (MCAE) and Salesforce in near real-time. Application Insights provides end-to-end telemetry across form submissions, function execution, and downstream sync. Improved site health score using SEMrush, and used Google Analytics insights to sharpen content and rework navigation around what visitors actually click.

Lead sink
MCAE · SFDC
Stack
Azure
SEO
SEMrush
AI · Knowledge Ops

Email-to-Drive document registry, built with Claude

Built a Google Apps Script-driven document registry: incoming email attachments are automatically pulled, classified by client contact, and filed into per-client Google Drive folders — turning a scattered email-attachment trail into a structured knowledge base. The script was engineered end-to-end with Claude as the coding partner. A companion Google Sheets dashboard surfaces document counts, latest activity, and client coverage at a glance.

Source
Gmail
Built with
Claude
Dashboard
Sheets
Fleet Management · Integration

Accounting, payroll & telematics integration suite

Standardized previously bespoke external integrations across Sage (Intacct/300), NetSuite, Microsoft Dynamics GP/365, QuickBooks, ADP, PayChex, PayCom, Samsara, GeoTab, Fleetmatics, Tadano. Configurable patterns improved code maintenance and customer onboarding velocity.

Integrations
10+
Pattern
Configurable
Layers
3
Fleet Management · BI

Operational KPI & analytics platform

Co-developed KPIs with fleet owners and operational leaders — quote conversion, fleet utilization, revenue forecasting, forecast vs actual profit margin, preventive maintenance, productive/nonproductive hours. Modernized the legacy reporting estate onto Azure Data Factory + Power BI.

KPIs
9+
BI tool
Power BI
ETL
ADF
Fleet Management · QTC

DocuSign & ITI training integration

Implemented DocuSign integration enabling customers to electronically sign quote documents — accelerating the quote-to-cash cycle. Built ITI integration to import operator certifications directly into the platform, eliminating manual entry for the heavy equipment rental industry.

e-Sign
DocuSign
Certs
ITI
Outcome
Faster QTC
Technology · Startup Ops

Airtable + Slack client operations backbone

Implemented an Airtable-driven operational system for client onboarding, document collection, and engagement tracking — wired to Slack notifications via Zapier for status updates and approvals. Eliminated spreadsheet sprawl and gave partners a real-time view of work-in-progress.

Stack
Airtable · Slack · Zapier
Replaced
Sheets
Visibility
Real-time
Enterprise Data

Healthcare MDM & Data Platform program

Acted as Data SME for RCM Payer modules in a multi-year enterprise data platform program. Standardized HL7 ADT, 270/271, 837/835, 277 X12 ingestion into a healthcare data lake — enabling cross-departmental analytics in consistent formats.

Program
Enterprise
Domain
RCM Payer
Output
Data Lake
Logistics · BI

iPM — agent performance management portal

Led the ETL stream for a Logistics Leader (Household, Corporate & Government/Military move operations) — inside Performance Management portal. Consolidated data from mainframe ADABAS, DB2, PeopleSoft, and file extracts into an SQL Server EDW. Delivered agent scoring system used across their household and corporate moving brands.

Sources
5+
EDW
SQL Server
ETL
SAP BO DS
Healthcare · Physician Advisory

HL7 case routing for clinical reviews

Designed CorePoint HL7 integration ingesting utilization review, Level of Care, and Peer-to-Peer cases from provider EHRs (Epic, Cerner, Midas+) into the Physician Advisory portal. Ranking engine routed emergency cases to physician leads. Implemented A2 high-availability failover.

EHRs
3
Standard
HL7 v2
Uptime
HA / A2
Healthcare · Patient Experience

Phreesia integration for patient registration

Integrated third-party patient intake (Phreesia) into provider workflows — scheduling, registration, insurance verification, patient outreach. Front-desk staff freed from data entry; measurable lift in patient satisfaction scores.

Scope
Multi-provider
Outcome
Patient CSAT ↑
Type
3rd-party SaaS
Healthcare · RCM

Payer scraping framework for claims status

Built a Python Scrapy-based framework to retrieve claims status, denial codes, and remittance information from major payer portals (BCBS, Aetna, Cigna, HAP). Load-balanced API tier deployed with DevOps, feeding the R1 Decision portal.

Payers
Multi
Framework
Scrapy
Scaling
Load-balanced
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