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