Portfolio

Case Study: The 24/7 Intelligent Lead Processor

Problem: A fictional plumbing company was losing leads that came in after hours and wasting time manually responding to every inquiry.

Solution: I built an automated system that instantly analyzes new leads from their website, drafts a personalized email response using AI, creates a task in their project management system (Trello), and logs the lead in a Google Sheet.

Result: The system ensures every lead gets a professional response in under 60 seconds, increasing the chance of winning the job. It saves the owner approximately 45 minutes of administrative work every single day.

Automating a Complex Administrative Workflow

Problem: An organization had a multi-step process that was slow, prone to error, and requiring manually searching dozens of Excel worksheets.

Solution: I used Microsoft Power Platform and Excel formulas to automate the workflow. The system automatically pulled in relevant data, populated the necessary cells, and triggered customized email notifications to select parties at various stages of the process.

Result: This system eliminated over 90% of the manual administrative workload, saved 10 hours each week, and improved communication. It’s a perfect example of how I analyze a complex business workflow and rebuild it for maximum efficiency.

A Custom CRM for a Service-Based Business

Problem: I needed a single, central system to manage my entire business – from client tracking and appointment scheduling to tracking revenue and communication. Off-the-shelf CRMs were either too complex, too expensive, or didn’t fit my specific workflow.

Solution: I built a full-stack web application from the ground up to serve as the operational hub for the business. A key feature was automated appointment reminders via email, which helped reduce no-shows.

Result: The bespoke CRM provided a simple, all-in-one solution that perfectly matched my needs, improving organization and saving administrative time. This highlights my ability to build custom, end-to-end solutions for unique business challenges.

A Desktop Tool for Repetitive Communication Tasks

Problem: Professionals in a communication-heavy role were spending too much time drafting repetitive emails, looking up contact information, and generating routine documents.

Solution: I developed a custom desktop application that served as a dashboard for these repetitive tasks. With a few clicks, the user could generate pre-filled, personalized emails or create standardized documents.

Result: The tool saved users hours of tedious work each week, allowing them to focus on their core, high-value responsibilities. This shows my skill in identifying and solving micro-inefficiencies with targeted software solutions.