Work

Real workflows, running inside real businesses

No inflated case studies. These are the actual systems I’ve built and run. Each one solves a specific operating problem, uses real business information, and supports a real decision or action.

Daily briefing workflow

Briefings
The Problem

Owners start the day reacting to whatever surfaces first instead of what matters most.

What It Does

Assembles an operational briefing every morning before the day starts, automatically.

Information It Uses

Sales data, staffing, open tasks, yesterday's exceptions, calendar, and inbound priorities.

Output and Decision

A single readable morning brief. Supports the first decision of the day: where attention goes.

Retention scorecard

Retention
The Problem

Customer churn is invisible until it already happened. Nobody has time to watch individual behavior.

What It Does

Monitors customer activity and scores retention risk on a recurring cycle.

Information It Uses

Purchase history, visit frequency, engagement signals, and cohort trends.

Output and Decision

A ranked scorecard of at-risk customers with context. Supports targeted outreach before customers quietly leave.

KPI reporting workflow

Reporting
The Problem

KPI reports depend on someone's spare afternoon, so they arrive late, inconsistent, or not at all.

What It Does

Builds and delivers performance reports on schedule with no manual assembly.

Information It Uses

POS and sales data, labor data, marketing metrics, and targets.

Output and Decision

Consistent scheduled reports with anomalies flagged. Supports managing by the numbers as a rhythm, not an event.

Monthly financial reporting

Finance
The Problem

Financial reports arrive weeks late and in accountant language, so they inform nothing.

What It Does

Turns monthly financial data into a plain-language summary with variances explained.

Information It Uses

P&L, cash flow, budget targets, and prior-period comparisons.

Output and Decision

A readable monthly financial narrative. Supports faster course corrections on spend and revenue.

Meeting prep and follow-up

Prep
The Problem

People walk into meetings cold and walk out with commitments nobody tracks.

What It Does

Prepares context before meetings and captures commitments after, then follows up until closed.

Information It Uses

Calendar, prior meeting notes, recordings and transcripts, and open action items.

Output and Decision

Pre-meeting briefs and post-meeting commitment tracking. Supports follow-through without manual chasing.

Email triage workflow

Triage
The Problem

Important messages drown in noise, and follow-ups slip because inboxes have no memory.

What It Does

Sorts inbound email by what actually needs the owner, drafts routine responses, and tracks threads awaiting replies.

Information It Uses

Inbox activity, sender history, and open commitments.

Output and Decision

A prioritized queue and a follow-up review list. Supports responding to what matters and dropping nothing.

Every business is different. These examples show the pattern: find where information scatters and follow-through breaks, then build a system that closes the gap. Tell me where yours breaks.