Business Systems · Internal Tooling · Automation · Integrations
I turn real business processes into reliable systems.
I build and improve business systems, internal tooling, automations, and integrations that connect people, processes, data, and SaaS platforms. My work spans process discovery, workflow automation, CRM architecture, REST APIs and webhooks, technical implementation, production troubleshooting, data quality, documentation, training, and AI-assisted workflows.
Selected technical work
Production automation architecture
Scaling & Stabilizing a High-Volume Automation Environment
Reverse-engineered an inherited ecosystem of CRM workflows, custom functions, Zapier automations, APIs, document services, and telecom integrations. Identified repeated logic, unnecessary lookups, hidden dependencies, and failure points while improving logging, documentation, and maintainability.
Zapier · Zoho CRM · Zoho Flow · Deluge · APIs · Production Support
Workflow architecture
Duplicate Processing Redesign
Replaced fragmented duplicate logic with a centralized decision process covering normalized matching, stage and product rules, ownership and supplier behavior, exceptions, and a 30-day duplicate window. Audited roughly 300 recent records after rollout.
Zoho CRM · Deluge · Workflow Design · Data Quality · Automation
API integration
Healthcare Eligibility Integration
Built a custom multi-endpoint REST API integration for insurance eligibility workflows, including authentication and token management, request and response handling, payer and patient normalization, data mapping, CRM updates, and failure handling.
REST APIs · Authentication · JSON · Data Mapping · Zapier · CRM
Systems implementation
New Product-Line Systems Implementation
Led systems implementation for a new compression-garment product line, translating operational requirements into coordinated changes across intake, CRM workflows, product and supplier logic, document generation, and downstream fulfillment. Tested the end-to-end process, resolved rollout issues, and supported the transition into production.
Requirements Analysis · Process Mapping · CRM · Workflow Automation · Document Automation · Testing & Validation
Additional work
Other projects include healthcare CRM and intake automation for Ask Your Primary, workflow and enterprise support for the TixWork B2B SaaS platform, securities-lending intake and data-enrichment automation, and automated content-ingestion and classification systems for TheRedZone.org.
Experience
Owned and modernized a large production business-systems environment supporting patient intake, insurance eligibility, prescriptions, medical records, documents, orders, fulfillment, and customer communications. Worked directly with operations leadership to translate real business requirements into reliable CRM workflows, integrations, automation, data controls, and internal tooling.
- Reverse-engineered and supported a large inherited production environment spanning 400+ CRM workflows, roughly 150 custom functions, ~15 Zoho Flows, and hundreds of Zapier automations. Analyzed an environment processing approximately 500,000 Zapier tasks per month to identify failure points, redundant lookups, repeated logic, and opportunities to improve reliability and maintainability.
- Designed and deployed a centralized duplicate-processing system with normalized email/DOB matching, product and stage rules, ownership and supplier handling, exceptions, and a 30-day duplicate window. Audited and remediated roughly 300 recent records after rollout.
- Built a custom multi-endpoint pVerify REST API integration handling authentication and token management, requests and responses, payer and patient normalization, data mapping, and CRM updates for healthcare eligibility workflows.
- Led systems implementation for a new compression-garment product line, translating operational requirements into changes across intake, CRM, document generation, supplier routing, and downstream fulfillment workflows; tested the process and resolved rollout issues.
- Improved the supportability of inherited systems through logging, failure alerts, traceability, SOPs, and technical documentation; supported AI-assisted extraction from inbound medical documentation and trained another employee to maintain the environment independently.
Deliver business systems, automation, integration, data, and web solutions across healthcare, financial services, B2B SaaS, media, real estate, and small-business environments. Work directly with clients and users to understand operational problems, identify the real requirements behind a request, design practical solutions, troubleshoot production issues, and explain technical decisions in clear business language.
- Support integrations, workflow automation, enterprise operations, and sales support for TixWork, a B2B operations SaaS platform deployed across 100+ restaurant locations.
- Designed healthcare CRM and integration workflows for Ask Your Primary, including QR-based pharmacy intake, patient-data mapping, and fax-to-record automation connecting intake data with downstream operational systems.
- 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 business rules.
- Developed automated content-ingestion and classification workflows and diagnosed recurring production application-performance problems for digital publishing projects.
Technical toolkit
Business Systems & Automation
Internal Tooling · Systems Analysis · Business Process Automation · Workflow Automation · Workflow Orchestration · Technical Implementation · Requirements Analysis & Discovery · Process Mapping · Solution Design · Production Support
APIs & Integration
REST APIs · Webhooks · JSON · API Authentication · Bearer Tokens · Data Mapping · Data Normalization · Request/Response Troubleshooting · Third-Party Integrations
Platforms & Tools
Zapier · Zoho CRM / Zoho One · Zoho Flow · Deluge · pVerify · Telnyx / Phaxio · Google Workspace · Document & PDF Automation
Operations & Reliability
Root-Cause Analysis · Data Quality · Deduplication · Logging · Failure Alerts · Traceability · Technical Documentation · SOPs · User Training & Enablement · Tool/Vendor Evaluation
AI-Enabled Workflows
AI-Assisted Automation · OpenAI-Assisted Data Extraction · Structured Information Extraction · Human-in-the-Loop Workflow Design
Currently Building
n8n · Python · SQL · JavaScript · Git / GitHub · AWS · AI Agents & Tool Calling
How I work
Understand the process before automating it.
Automation works best when it reflects how a business actually operates, not just how the process looks on paper.
I start by learning the people, systems, data, exceptions, workarounds, and constraints behind a workflow. Then I look for the simplest reliable solution: configuration, automation, integration, internal tooling, a reusable function, or sometimes a process change instead of more software.
I care about what happens after launch too: failure handling, logging, documentation, supportability, user adoption, and whether someone other than the original builder can understand the system six months later.
Where I fit
Business operations and technology, connected.
I’m interested in remote roles at the intersection of business operations and technology, including Business Systems, Internal Tooling, Automation, Systems Integration, Technical Implementation, Solutions Engineering, and Technical Customer Success.
I’m particularly interested in teams using APIs, SaaS platforms, workflow automation, and AI to solve operational problems where strong technical communication matters as much as the tooling itself.