Mbtab Consulting

Business Systems Architect

Enterprise AI · Salesforce · Data Strategy · Automation

View Evidence & Results My Approach

25 Stages5 Milestones

25-Stage Pipeline Compressed to 5

8+ Years Experience 6 Industries 15× Certified

Businesses evolve but processes drift

Over time, processes accumulate complexity and technical debt.
Expert knowledge gets buried in spreadsheets or remains undocumented.

To remedy this, we require continuous and intentional process analysis: mapping the current state, tracing the value stream, and remodeling work around clear business milestones.

Redesigning Workflows

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Enterprise AI agents deployed at scale

Glean combines enterprise search, grounded knowledge and AI agents for rapid deployment.

I identify where AI adds value in a workflow. Then I focus on what makes it reliable: validated data, extensible architecture, and measurable accuracy.

Once deployed, performance monitoring and user feedback drive continuous improvement.

Knowledge Engineering

Use AI to discover patterns in historical data and seed routing tables.

AI Reasoning

Use grounded AI and RAG to classify the intent and route requests.

Automate & Execute

Execute actions through business rules, APIs and automation.

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Designing Systems of Record

How do you build a CRM that grows with the organization, improves productivity, and that people actually enjoy using?

The important decisions happen early: which data to trust, how to model it, what each persona needs to see and do, and how to surface the right information when and where it's needed.

Data Sources

Select, clean and validate data before it enters the CRM.

CRM (System of Record)

Model data, access and interfaces around how people work.

Automation

Build reliable workflows and integrations on that foundation.

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Selected Work

Featured Projects

Agentic AI InsurTech

Help Desk & Orchestration Agent

Employees describe what they need. Using its routing engine, the agent selects the right request type, tries self-serve deflection, or creates a Jira ticket.

Routing Accuracy: 96%
Request Types: 120+

Glean · Jira Expand⁠

Agentic AI InsurTech

Case Triage Agent for Tier-1

Triage agent that scans resolved cases and writes resolution steps back to Salesforce automatically.

Triage Accuracy: 91%
Saved / Month: 160 hrs

Glean · Salesforce Expand⁠

Pipeline Optimization InsurTech

25-Stage Pipeline Compressed to 5

Redesigned a 25-stage sales pipeline around five meaningful business milestones, separating deal progression from the underlying tasks.

In 1st Month: 100+ Sales
Stage Compaction: 25 → 5

HubSpot Expand⁠

The Approach

How I Work

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What Would You Like to Simplify?

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According to ISO and PMI, process improvement can deliver a range of measurable benefits:

Outcome	Reason
Productivity	Less manual work and duplicated effort
ROI	Greater value from existing systems and investments
User Adoption	More intuitive, useful workflows
Cycle Time	Fewer delays and unnecessary handoffs
Quality	Fewer errors and more consistent execution
Scalability	Processes that accommodate growth
Compliance	Clearer controls, ownership and traceability
Employee Experience	Less friction in everyday work
Customer Experience	More responsive, consistent service

Businesses evolve but processes drift

Enterprise AI agents deployed at scale

Knowledge Engineering

AI Reasoning

Automate & Execute

Designing Systems of Record

Data Sources

CRM (System of Record)

Automation

Featured Projects

Help Desk & Orchestration Agent

Case Triage Agent for Tier-1

25-Stage Pipeline Compressed to 5

Account Deduplication at Scale

Battery Loan Program

Experience Cloud Portal

Help Desk & Request Orchestration Agent

Case Triage Agent for Tier-1

25-Stage Pipeline Compressed to 5

Account Deduplication at Scale

Battery Loan Program

Experience Cloud Portal

How I Work

What Would You Like to Simplify?

Platform Experience

Impact of Workflow Optimization

Simplify business processes and build systems that scale.

Businesses evolve but processes drift

Featured Projects

Help Desk & Orchestration Agent

Case Triage Agent for Tier-1

25-Stage Pipeline Compressed to 5

Account Deduplication at Scale

Battery Loan Program

Experience Cloud Portal

How I Work

What Would You Like to Simplify?