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 · JiraExpand
Agentic AIInsurTech
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 · SalesforceExpand
Pipeline OptimizationInsurTech
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
HubSpotExpand
CRM ArchitecturePrivate Equity
Account Deduplication at Scale
Consolidated a fragmented prospect database, eliminating duplicate outreach and resolving ownership conflicts across sales teams.
Accounts Scanned
1.2M
Accounts Merged
42K
SalesforceExpand
CRM ArchitectureUtilities
Battery Loan Program
Designed an end-to-end battery loan workflow for power outages, integrating dispatch, inventory management and customer feedback.
Client CSAT
5/5
Dispatch
1-click
Salesforce · TableauExpand
CRM ArchitecturePrivate Equity
Experience Cloud Portal
Built a secure, centralized portal connecting executives across multiple business entities through shared resources and collaboration.
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.
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.
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.
