Projects
Projects
Multilingual Partner Onboarding
A "zero-touch" workflow that handles complex data entry across 10+ languages. Using Vision OCR and Python scripts, the system extracts contract data and uses RPA bots to auto-fill internal systems for client onboarding, removing humans from the loop.
Process Time
< 5 Mins
Manual Input
0
Multilingual Partner Onboarding
A "zero-touch" workflow that handles complex data entry across 10+ languages. Using Vision OCR and Python scripts, the system extracts contract data and uses RPA bots to auto-fill internal systems for client onboarding, removing humans from the loop.
Process Time
< 5 Mins
Manual Input
0
AI-Powered CRM Agent
An approval-gated Slack agent that translates natural language into secure CRM configuration changes built using Claude Code. This "zero-touch" AI automation that executes, approves, and audits CRM structural updates instantly directly from chat.
Turnaround Time
< 1 Min
CRM Compliance
100%
AI-Powered CRM Agent
An approval-gated Slack agent that translates natural language into secure CRM configuration changes built using Claude Code. This "zero-touch" AI automation that executes, approves, and audits CRM structural updates instantly directly from chat.
Turnaround Time
< 1 Min
CRM Compliance
100%
The Revenue Operating System
A custom-built application on Replit to replace spreadsheet reporting. It merges live CRM data with Finance records from BigQuery into a single source of truth, featuring an AI Copilot that analyzes deal communications and forecasts revenue in real-time.
Data Latency
Real-time
Automation Level
100%
The Revenue Operating System
A custom-built application on Replit to replace spreadsheet reporting. It merges live CRM data with Finance records from BigQuery into a single source of truth, featuring an AI Copilot that analyzes deal communications and forecasts revenue in real-time.
Data Latency
Real-time
Automation Level
100%
Deal Desk Automation
An automated signing process designed to keep Sales reps inside the CRM. A single trigger in the CRM orchestrates the entire contract signing process via the Contract System; generation, sequential signing, and storage without Ops ever needing to intervene.
Turnaround
< 10 Mins
Win Rate
98%
Deal Desk Automation
An automated signing process designed to keep Sales reps inside the CRM. A single trigger in the CRM orchestrates the entire contract signing process via the Contract System; generation, sequential signing, and storage without Ops ever needing to intervene.
Turnaround
< 10 Mins
Win Rate
98%
Automated Finance Approval Gate
A "Guard Dog" workflow that connects CRM data to Slack. It instantly audits deal commercials against business logic and market benchmarks, prevents unauthorized pipeline stage movements, and allows Finance to approve or reject deal exceptions with one click.
Compliance
100%
Feedback Loop
Instant
Automated Finance Approval Gate
A "Guard Dog" workflow that connects CRM to Slack. It instantly audits deal commercials against business logic and market benchmarks, prevents unauthorized pipeline stage movements, and allows Finance to approve or reject deal exceptions with one click.
Compliance
100%
Feedback Loop
Instant
Automated Quote-to-Cash
& Project Handoff
An end-to-end Zapier architecture connecting CRM, QuickBooks, and Airtable. This "zero-touch" workflow automates invoice generation, payment tracking, and instantly triggers client onboarding upon payment.
Time to Invoice
Instant
Manual Data Entry
0
Automated Quote-to-Cash
& Project Handoff
An end-to-end Zapier architecture connecting CRM, QuickBooks, and Airtable. This "zero-touch" workflow automates invoice generation, payment tracking, and instantly triggers client onboarding upon payment.
Time to Invoice
Instant
Manual Data Entry
0
Automated Quote-to-Cash & Project Handoff
An end-to-end Zapier architecture connecting the CRM, QuickBooks, and Airtable. This "zero-touch" workflow automates invoice generation, payment tracking, and instantly triggers client onboarding upon payment.
Time to Invoice
Instant
Manual Data Entry
0
