Changing how the work actually gets done.
Most organizations do not have a technology problem, they have a coordination problem: information living in someone's inbox, approvals that stall, the same record typed into three systems. I map how the work moves today, design where it should live instead, then implement it and stay through training and adoption. A system nobody uses is not a delivered system.
23 projects10 organizations
Tools & methods
Zoho OneSalesforceCRMERPZoho DeskZoho BooksZoho FlowProcess mappingRole-based permissionsApproval workflowsSOPsTraining and adoption
Northern Trust AWS migrationThe core programme: a phased migration of more than 500 physical servers and associated structured and unstructured data workloads from U.S. data centres to AWS.ServSafeA comprehensive rebuild of the ServSafe web and commerce experience around a single account and a shared shopping cart across previously separate products.Learning & certification platformReconstruction of the online course and certification experience into a secure internal environment, covering course delivery, exams, scores, and credential issuance.Business Transformation 3 programmeIntroduced and improved the programme's operating discipline: RAID logs, weekly stand-ups, Microsoft Project adoption, training, governance, and change-management practice.Dealer CRM & support platformCRM and project tooling for a national network of independent dealers selling and installing pet-containment systems, covering dealer discovery, installation, support, and warranty registration.Dealer notifications & payoutsZoho Projects and Zoho Flow deployed for project tracking, dealer notifications, payout processing, and email workflows across the network.Sales pipeline & deal trackingA relational sales base linking deals, products, contacts, and interactions, with pipeline stages, lead types, deal values, close dates, and license counts.Zoho implementation practiceThe core practice: discovery, scoping, solution design, build, migration, UAT, training, and handoff, ranging from single-app deployments to full Zoho One ERP rollouts.Schooley Mitchell CRM & mobile appA CRM implementation paired with a custom mobile application for an independent cost-reduction consultancy.CARE Risk Retention Group CRMCRM implementation, data migration, and automation for a medical-liability risk-retention insurer.Transaction & commission payout pipelineAn end-to-end pipeline covering the renter, property, agent, and company relationships, with automatic document generation, multi-party approvals, and disbursement notifications.Support ticket automationAn automation that links a new support ticket to its CRM contact and deal, branches on deal value, re-checks whether the ticket is still open after a delay, and escalates by email and chat if it is.Custom brokerage ERPA purpose-built system connecting clients, brokers, property owners, accounting, and payouts: the record of how the business actually operated.Inventory & fulfilment platformA system consolidating sales data across every channel into a single inventory position, so the storefront and the marketplaces stopped selling stock that was not there.24/7 customer service operationHelped establish a distributed round-the-clock support team, including the workflows and access model that let remote agents actually resolve issues.Zoho One implementationCRM and automation deployed across the commercial operation, connecting customer records to marketing and service activity.Salesforce CRM implementationA Salesforce implementation bringing the client relationship record and service experience into one managed system.Campaign & production trackingA structured work-tracking board organizing upcoming work, work in progress, and planning, with priority, approval stage, proposed budget, owner, and date fields against campaign, creative, and reporting tasks.Agency delivery systemA bespoke project lifecycle running from new-project email notification through Development, launch-site notification, SEO, completion notification, and Support, with defined project, milestone, and task semantics and separate Development, SEO, and Support task lists.Client reporting automationA more repeatable route from SEO and campaign data to client-ready reports, cutting manual assembly and making performance conversations easier to run.Records digitization programmeCentralizing and digitizing physical inspection records so project information could be found, shared, and acted on reliably.Technical support & device repairDiagnostics, certified mobile device repair, and Genius Bar service: the foundation of a calm, customer-facing technical practice.Small-business consultingSupporting five to seven small-business clients per month with technology decisions, setup, and ongoing problems.