Business Systems · Technical Implementation · Integrations

I make complicated business systems work.

I connect technology to the way people actually work. From custom API integrations and production automation to customer onboarding and SaaS product improvements, I build, troubleshoot and refine systems that solve real operational problems.

Technical problem-solving informed by years in operations, client consulting and customer-facing work.

Complex problems. Practical solutions.

A few examples of the systems, integrations and products I have helped build, support and improve. Client details are summarized to protect private information and proprietary workflows.

SaaS product and customer experience

TixWork: From Client Tool to SaaS Platform

An operations and maintenance application originally developed for JK&T Wings evolved into TixWork, a restaurant operations platform used across more than 100 locations. Today I support onboarding, troubleshooting and customer conversations, and use direct feedback and restaurant-operations experience to shape product improvements.

B2B SaaS · Customer Onboarding · Product Feedback · Support

Custom API integration

Healthcare Eligibility and Verification

Built a multi-endpoint pVerify REST integration connecting eligibility and verification services with CRM workflows. Handled authentication, requests, response mapping, patient and payer data normalization, exceptions and cross-platform troubleshooting.

REST APIs · JSON · Authentication · Zapier · Zoho CRM

Data integrity and business rules

Centralized Duplicate Processing

Redesigned scattered duplicate checks into centralized logic covering patient matching, product and stage conditions, supplier and owner routing, exceptions and a 30-day window. Audited approximately 300 recent records to identify and correct inconsistent results.

Deluge · CRM Automation · Data Reconciliation · Testing

Cross-system implementation

New Healthcare Product-Line Workflows

Translated complex compression-garment intake requirements into coordinated processes across surveys, spreadsheets, CRM, product and supplier decisions, documents and orders. Mapped the differences between operating locations and resolved rollout issues.

Zoho CRM · Zoho Flow · Zoho Survey · Google Sheets

Financial-services automation

Securities-Backed Lending Systems

Developed data and document workflows for financial-services clients, connecting borrower and ticker information with market history, lending criteria, loan-to-value scenarios, prospect research and deal-document generation.

Data Integration · Business Rules · WordPress · Document Automation

Healthcare CRM design and prototyping

Ask Your Primary

Helped design and prototype a pharmacy-focused intake system using QR-based forms, structured patient-data mapping and links between inbound faxes and CRM records. This consulting work led directly to my role at Lincoln Health Supply.

CRM Architecture · Intake Forms · Data Mapping · Fax Integration

Technical delivery with an operational perspective.

SaaS Implementation, Product and Customer Support

TixWork

Current · Project-based through Ascend

Supporting an evolving multi-location restaurant SaaS platform through customer-facing technical work, product input and operational guidance.

  • Support customer onboarding, troubleshooting, maintenance and product questions.
  • Translate feedback and firsthand restaurant management experience into recommendations for functionality, workflows and usability.
  • Participate in demonstrations, presentations and customer conversations as the team's restaurant-operations subject-matter expert.
  • Contribute to technical support and marketing initiatives as the team refines its customer acquisition approach.

Business Systems Automation Engineer

Lincoln Health Supply

Remote · September 2025 – August 2026

Became the primary hands-on technical resource for a largely undocumented healthcare automation environment spanning more than 400 CRM workflows, around 150 existing custom functions and hundreds of Zapier automations. The systems supported intake, eligibility, prescriptions, medical records, documentation, orders, fax and customer communications.

  • Built a custom multi-endpoint pVerify REST API integration for insurance and patient verification, including authentication, data normalization, CRM mapping and error investigation.
  • Redesigned duplicate-processing and data reconciliation logic; audited roughly 300 production records following rollout.
  • Mapped intake variations across three operating locations, coordinating product, supplier, owner and exception rules across Zoho CRM, Sheets, Survey and Flow.
  • Led systems implementation for a compression-garment product line, from intake and CRM workflows through documentation and order processing.
  • Diagnosed cross-system failures with execution logs and record tracing, identified costly redundant processing, improved support documentation and trained a colleague in ongoing maintenance.

Business Systems and Automation Consultant

AviKaiDo

Remote · November 2019 – Present · Project-based

Built websites, integrations, business workflows and automation for financial services, healthcare and digital publishing clients. Worked from requirements discovery through implementation, troubleshooting and ongoing client support.

  • Built securities-backed lending websites and data workflows for High West Capital Partners, Global Stock Lenders and International Liquidity Partners.
  • Helped design Ask Your Primary's pharmacy intake, CRM mappings and fax-to-record prototype.
  • Developed content-ingestion and classification workflows and investigated caching and performance problems for TheRedZone.

Web Development, CRM and Client Project Coordination

Ascend Internet Marketing

November 2015 – Present · Project-based

Supported digital and custom software engagements through development, client discovery, planning, issue tracking, vendor coordination and technical problem-solving.

  • Worked on client projects including Schafer Development, Cure Launcher and JK&T Wings.
  • Helped connect business requirements with websites, CRM work and custom application delivery.
  • Supported the original JK&T Wings maintenance-tracking application that later evolved into TixWork.

A practical toolkit across systems, software and operations.

Business Systems and Delivery

Requirements Discovery · Systems Analysis · Process Mapping · Technical Implementation · SaaS Onboarding · Solution Design · Customer Training · Vendor Coordination

Automation and Integrations

REST APIs · Webhooks · JSON · API Authentication · Data Mapping · Workflow Automation · Orchestration · Deluge · Custom Functions

Programming and Cloud

Python · JavaScript · TypeScript · SQL · Node.js · Git and GitHub · AWS EC2, S3, RDS, IAM and VPC Networking · Linux and WSL

Platforms and Services

Zoho CRM and Zoho One · Zoho Flow · Zapier · pVerify · PandaDoc · Phaxio · Telnyx · Google Workspace · WordPress

Production Reliability

Integration Troubleshooting · Root-Cause Analysis · Logging · Exception Handling · Data Quality · Deduplication · Documentation · SOPs

AI and Developer Tools

OpenAI API · AI-Assisted Document Processing · GitHub · Playwright · BeautifulSoup · Astro · Local AI Workflows

Start with how the business really operates.

A reliable implementation starts with understanding people, processes, exceptions and the systems already in place. I work across technical and nontechnical teams to find an approach that will solve the problem without creating another one.

Just as important is what happens after launch: tracing failures, improving usability, documenting decisions and leaving a system that other people can maintain.

Looking for someone who can connect the technical and business sides?

I'm interested in remote opportunities involving business systems engineering, technical implementation, automation, SaaS integrations, solutions engineering and customer-facing technical work.