Portfolio

Real systems.
Running today.

Every project started with diagnosing the actual problem, then building the smallest thing that fixes it. Custom platforms, dashboards, automation pipelines, AI agents, websites — running in production, not slide decks.

Production Systems I’ve Built

Custom platforms, dashboards, automation pipelines, and AI agents I’ve designed and shipped. Most are running today.

Custom Platform Live in production

Custom Project Management Platform

When SaaS PM tools fell short, I built custom. Full-stack platform with AI task assistant, document parsing (PDF/Word/Excel), and multi-view tracking. Replaced Smartsheets and eliminated the need to hire a dedicated project manager.

Active Users12 across teams
Initiatives Tracked5 company-wide
StackNext.js, Prisma, AI
Enterprise Rollout

Salesforce Rollout — Cengage Learning

Led the company-wide Salesforce implementation across the B2B segment of one of North America’s largest education publishers. Built the KPI framework, the compensation model, and replaced a thicket of regional spreadsheets with one source of truth. Onboarding overhaul compressed new-hire ramp from eight months to four weeks.

Productivity10× in 6 months
Onboarding Ramp8 months → 4 weeks
ScopeMulti-region B2B
Salesforce

Executive Pipeline Dashboard

Lightning Web Component dashboard with batch Apex snapshots, YoY trending, and quota tracking. Replaced manual Excel reporting with real-time pipeline visibility. Runs weekly without intervention.

Snapshot Fields34 tracked weekly
Test Coverage95%
StackLWC, Apex, Chart.js
Python Automation

AR & Collections Automation

Replaced a manual workbook someone updated by hand. Daily job pulls payment terms from Salesforce, authenticates via Microsoft Graph using a service principal, and drops a clean CSV on SharePoint. No human is the integration anymore.

ApproachSpreadsheet → System
RunsDaily, unattended
StackPython, Salesforce, MS Graph
Reporting

Customer Health “Who to Call”

Monthly HTML report flags low-balance customers, sorts by purchase velocity, and gives the sales team a one-click outreach list with prefilled emails. Drives reorder cadence and surfaces churn risk before it materializes.

DrivesMonthly call cadence
Lookback3 years of purchases
StackPython, Salesforce, HTML
Business Intelligence

AccountHQ — Lost-Deal Analysis

Analyzed every lost deal across the sales team. Quantified the lost revenue and identified that cost/budget, no-reply, and competing priorities accounted for 63% of losses. Turned “we lose deals sometimes” into “here’s the fixable money.”

Revenue Analyzed$14.2M lost
Deals Studied1,052
StackPython, Salesforce
Salesforce

Credit Engagement Dashboard

Sales enablement LWC replacing manual Excel call lists. Engagement scoring (recency, completion, velocity) drives one-click call prioritization for account managers.

Replaces5,900-row Excel
StackLWC, Python, REST
AI Agent Live in production

AI Customer Service Agent

Production AI Agent that classifies, validates, and resolves inbound cases autonomously. Vision-powered receipt processing, structured templates, and confidence-based escalation. The customer-service team scaled from 6 people to 3 while response time improved.

Auto-Handle Rate68%
Volume1,516 cases / 5 weeks
Operating Cost~$4/month
AI Agent Live in production

AI Lead Triage & First-Touch

Azure OpenAI system that classifies every inbound lead, suppresses junk, and sends a personalized first-touch email roughly ten seconds after lead creation. Phased shadow-then-autonomous rollout with confidence scoring and audit trails.

Volume365 leads / first 17 days
Speed~10 sec classification
Junk Suppressed~11% before any VP sees it
AI Vision

Receipt & Document Processing

GPT-4o vision integration that reads receipts and validates retailer, condition, and pricing automatically. Eliminates manual data entry and reduces fraud risk.

CapabilityVision + Validation
Cost~$0.005/receipt

Operations & Systems Work

The before and after of real projects

Salesforce Reporting

From 15 Spreadsheets to One Dashboard

Before

  • Weekly reporting took a full day of manual Excel work
  • 15 spreadsheets across 3 teams, none of them matching
  • Executives making decisions on stale, inconsistent data
  • No one trusted the numbers in meetings

After

  • 5 live dashboards pulling from one clean data source
  • Automated delivery to leadership every Monday morning
  • Weekly reporting time dropped from a full day to zero
  • Adopted in every executive meeting within two weeks
Salesforce Dashboards Custom Reports Data Cleanup
Process Design Salesforce

From 73 Manual Steps to 8 Automated Ones

Before

  • Leads routed manually by one person checking email
  • 14 handoff points between Marketing and Sales, most undocumented
  • Lifecycle stages meant different things to different teams
  • Forecasting was guesswork

After

  • Automated lead routing with clear assignment rules
  • Defined MQL/SQL criteria both teams agreed on
  • Sales velocity improved with shorter time-to-close
  • Documented governance model the team maintains themselves
Salesforce Pardot Process Mapping Documentation
Operations Enablement

From "Everything Is Urgent" to a System That Scales

Before

  • Support team handled every request the same way, no triage
  • High-priority issues delayed by routine questions
  • Same questions asked over and over with no shared answers
  • Leadership had no visibility into volume or resolution time

After

  • Three-tier model: routine, technical, escalation
  • Internal knowledge base cut repeat questions by ~30%
  • Salesforce Cases tracking volume, SLAs, and resolution time
  • Team balanced workload, burnout dropped
Salesforce Cases Knowledge Base SOPs Team Training

Websites I Have Built

Designed, written, built, and launched.

Shoreline Senior Care logo
Business Website

Shoreline Senior Care

Full website for a senior care provider in Schenectady, NY. Clean design, clear service pages, and a strong call to action for families seeking care.

Visit shorelinecares.com
Rockford Milling & Woodworking logo
Portfolio Site

Rockford Milling & Woodworking

Custom woodworking portfolio showcasing craftsmanship with clean layout, product categories, and clear contact options.

Visit rockfordmilling.com
Scouting America Troop 3054 logo
Organization Website

Scouting America Troop 3054

Website for a Scout troop in Rotterdam, NY. Meeting info, event details, and recruitment content for families and prospective Scouts.

Visit troop3054.org
Mau Consulting logo
Consulting Site

Mau Consulting

This site. Built on Astro with Tailwind CSS, custom branding, dark mode, and optimized for performance and SEO.

You are here
Team reviewing charts and data together

Every Project Includes

Documentation

Process maps, SOPs, and system documentation so institutional knowledge lives in a document, not in someone's head.

Team Training

Live sessions, recorded walkthroughs, and reference materials so your team runs the system confidently without me.

Ongoing Support

Post-project support so your team has a safety net as they take ownership. No lock-in, just a resource when you need one.

Like What You See?

Every project starts with a free call. Tell me what is not working and I will give you honest advice on what to do next.