Business Systems · Automation · Integrations · Technical Consulting

I make complicated business systems easier to understand, automate, and maintain.

I work across business process automation, CRM systems, APIs, integrations, and operational workflows. I learn how a business actually works, identify bottlenecks and failure points, and translate those requirements into systems that are more reliable, maintainable, and easier for teams to use.

Business Systems Automation

Lincoln Health Supply

Healthcare · DME · Remote · 2025–Present

Owned and modernized a large healthcare automation environment spanning hundreds of Zapier workflows plus Zoho CRM, Zoho One applications, Deluge, REST APIs, webhooks, document workflows, and external services. Worked independently with direct access to business leadership, translating operational requirements into maintainable technical systems.

  • Managed and reverse-engineered a complex production environment with hundreds of workflows, workflow rules, and custom functions supporting patient intake, eligibility, prescriptions, documents, orders, and follow-up processes.
  • Designed a centralized duplicate-processing system to replace scattered duplicate logic, improving consistency, auditability, and control over ownership, supplier assignment, and request creation.
  • Built a custom Zapier integration for pVerify eligibility workflows, including authentication, token handling, request formatting, and normalization of payer and patient data.
  • Built and troubleshot prescription and document fax automation across Zoho, document-generation tools, PDF processing, cloud storage, and telecom integrations where standard connector behavior was insufficient.
  • Led the systems work required to introduce compression garments as a new product line, integrating the new workflow into existing intake, CRM, request, supplier, and fulfillment processes.
  • Prioritized explicit logging, traceability, and documentation so automation behavior could be understood by operations leadership, future technical staff, and outside stakeholders rather than relying on undocumented institutional knowledge.
  • Trained another employee on Zapier and Zoho workflows and began transferring system knowledge out of a one-person technical function.

Business Systems & Automation Consultant

AviKaiDo

Project-based engagements · 2015–Present

Deliver business systems, workflow automation, integrations, and web solutions across financial services, healthcare, SaaS, media, real estate, and small-business environments. The work has evolved from web development into increasingly complex automation, data, and systems consulting.

  • Built lead-intake, market-data enrichment, prospecting, and document-generation workflows for international securities-backed lending, combining borrower and ticker data with market history, financial metrics, and LTV scenarios to support evaluation of high-value opportunities.
  • Designed and prototyped healthcare CRM and integration workflows for Ask Your Primary, including pharmacy-specific QR intake, patient-data mapping, and fax-to-record integration. That engagement led directly to work with Lincoln Health Supply.
  • Developed automated content-ingestion and rules-based classification workflows for TheRedZone.org and resolved recurring production performance issues caused by excessive caching.
  • Provide project-based integration and workflow automation support for TixWork, a multi-unit operations SaaS platform used across 100+ restaurant locations, with additional contributions to sales and enterprise customer support as needed.

Automation architecture

Duplicate Processing Redesign

Consolidated duplicate-handling rules into a more centralized, auditable process designed to prevent workflow conflicts and preserve intended owner, supplier, and request behavior.

Zoho CRM · Deluge · Zapier · Workflow Design

API integration

pVerify Eligibility Integration

Built a custom Zapier integration for healthcare eligibility checks, including authentication, bearer-token handling, API requests, data normalization, and CRM workflow integration.

REST APIs · Authentication · Zapier Developer Platform · JSON

Financial services automation

Securities-Lending Workflow Automation

Built intake, data-enrichment, prospecting, and document-generation workflows for international securities-backed lending using borrower data, ticker history, financial metrics, and LTV scenarios.

Data Enrichment · Document Automation · WordPress · Workflow Design

Content automation

TheRedZone.org

Developed automated article-ingestion and rules-based classification workflows for an NFL news platform and resolved recurring performance issues related to large caching requirements.

Content Ingestion · Rules-Based Classification · Production Troubleshooting

Automation & CRM

Zapier, Zoho CRM, Zoho One, workflow architecture, conditional logic, data mapping, debugging, run-history analysis, process documentation

APIs & Integrations

REST APIs, webhooks, JSON, OAuth concepts, bearer tokens, API keys, authentication flows, request/response troubleshooting, custom integrations

Development & Cloud

Deluge, JavaScript, Python fundamentals, SQL fundamentals, Astro, Git, GitHub, VS Code, Cloudflare Pages, AWS EC2, cloud compute, storage configuration, and Linux environments

Business Systems

Requirements discovery, process mapping, CRM architecture, systems integration, production troubleshooting, technical training, stakeholder communication, and documentation

Learn the business first. Automate the right problem second.

I enjoy learning how different businesses and teams operate. Cross-industry experience helps me anticipate bottlenecks, identify conflicting assumptions, and ask focused questions without disrupting the people doing the work. That discovery process is what allows me to design integrations and automation around the real workflow rather than an idealized version of it.

Interested in automation, integrations, or systems work?

I am most interested in remote roles where technical problem-solving, communication, and business-process understanding overlap.