Business Systems Architect
CRM, Data Strategy & AI Enablement
Your CRM should be the foundation your business operations run on.
I design the systems business
operations run on.
When it's not, everything breaks.
Stale data. Disconnected tools.
Reports nobody trusts.
The system should eliminate work,
not create more of it.
When they aren't built to scale, everything breaks.
Stale data. Disconnected tools. Reports nobody trusts.
Workflows leak into Slack, spreadsheets fill the gap.
The system should eliminate work, not create more of it.
My Framework
Sources selected for quality & fit over volume.
Data is scored, validated, deduplicated.
Quality is governed early so the CRM runs on a stable foundation.
CRM
Clean, no duplicates or orphaned records.
Structured, records progress predictably.
Tool-agnostic, built to outlast the stack.
Automation handles routing, triage, and task gen.
Work execution stays inside systems.
Reporting & AI sit on top of clean, reliable data.
Anyone can purchase a tool.
System design and data quality determine whether that investment delivers ROI. System design and data quality determine whether that investment gets adopted, scales, and delivers ROI.
Expertise
CRM Architecture & Systems Design
- Data model and schema design
- Security architecture and access enforcement
- Automation architecture, trigger design, execution order
- Full system audit and remediation
Data Quality & Enrichment Strategy
- Large scale deduplication
- Enrichment architecture and pipeline
- Data lifecycle design, freshness, scoring, validation
- Data transformation, SQL, LookML, DataBlend
Revenue Systems & Process Architecture
- RevOps pipeline redesign, stage compression, lifecycle mapping
- Business process design and team task-split / ownership
- Cross-platform integration, with and without middleware
- Operational reporting, dashboard design, KPI centralization
AI Systems & Operational Enablement
- AI tool evaluation and use-case feasibility
- Agent design and implementation, model selection
- Business process redesign to enable AI workflows
- Knowledge architecture for grounded outputs
Projects
AI Case Triage Agent for Tier-1
Triage agent that scans resolved cases and writes resolution steps back to Salesforce automatically.
AI Help Desk Agent for JSM
Conversational front door that maps app-first requests to JSM queues, deflects self-serve issues, and logs tickets through MCP.
Deduplication of 1.2M Salesforce Accounts
Custom matching logic to merge 42K records across a PE firm's global prospect database.
25-Stage Pipeline Compressed to 5
Compressed a chaotic sales pipeline into 5 automated stages. 100+ policy sales in month one.
Experience Cloud Portal Launch
Feature-rich portal for 250 executives delivered solo in 25 days. SSO, content hub, discussion groups.
Battery Loan Program
Service Cloud app for outage-response battery dispatch. Automated inventory, CSAT surveys, 5/5 client score.
Looker BI Enablement
Onboarded 30+ clients to Looker via hands-on Co-Dev sessions. Boosted dashboard performance by 40%.