DTL Planning

Projects

Each of these is documented the way I actually work a problem: what existed before anyone touched it, what was broken underneath the symptoms, and what changed once it was fixed at the root. The goal is to show how I think, not just what I shipped.

Work · Process and Systems
Process Improvement · Self-Initiated
Invoice Processing Automation

A four-hour daily workflow that everyone had learned to live with, taken down to under twenty minutes. The real fix was nowhere near the work itself. It was a clean data source sitting four screens away that nobody was reading from.

Root Cause Workflow Automation Google Apps Script Salesforce
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Stakeholder Discovery · Systems Build
AR Tracker

A collections workflow I was never assigned to and never once watched. Everything I knew about how the team ran their process came from talking to them. I built a complete picture from those conversations and shipped a system around it without observing the thing I was solving for.

Diagnosis Through Conversation Salesforce Secured Portal Google Apps Script
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Org Design · Team Building
Support Engineering Team

A four-year human services SaaS tenure, centered on the gap nobody owned: the translation between what a caseworker needed and what the platform could do. The fix was not a better process. It was a team built deliberately, around people, to live in that gap.

Org Diagnosis Team Building Requirements Translation Knowledge Distribution
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Client · Live Engagement
Active · Ongoing Engagement
Women's Health Practice Planning Hub

A psychiatric nurse practitioner launching a cash-pay telehealth practice from nothing, across Virginia, Maryland, and DC. The engagement runs across business model design, financial modeling, multi-jurisdiction regulatory planning, employment transition, and technology selection, doing the operational work instead of recommending it from the outside. The work is ongoing.

Healthcare Women's Health Telehealth Practice Launch
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