Featured Projects
Deduplication of 1.2M Accounts
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Private Equity
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Salesforce
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Scanned and deduplicated a database of 1.2M accounts in under 2 months. Merged 42,000 records, resolving ownership conflicts and preventing dual outreach across business units.
Experience Cloud Portal Launch
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Private Equity
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Salesforce
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Delivered a feature-rich Experience Cloud portal solo in just 25 days—complete with people directory, content hub, and discussion groups for 250 executives.
AI Case Summary Bot Integration
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Insurance
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Salesforce
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Integrated a Copilot AI bot with Salesforce to summarize cases via Flows using dynamic JSON with headers and multi-step HTTP callouts. Summarized 300+ daily cases and cut review time by 50%.
Looker & BI Enablement Program
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Consulting
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Looker
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Enabled 30+ teams to scale Looker through structured onboarding. Boosted dashboard speed by 40% and unlocked self-serve analytics with better modeling and governance.
Battery Loan Program Automation
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Utilities
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Salesforce
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Tableau Desktop
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Built a Service Cloud app to support a critical outage-response program for a major Canadian utility—automating battery distribution, performance tracking, customer surveys and Tableau Analytics. Achieved 5/5 CSAT.
Policy Administration System
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Insurance
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HubSpot
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HubSpot
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Tableau Desktop
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Built an end-to-end policy admin system in HubSpot—automating tasks, tickets, pipeline logic, role-based data visibility and Tableau Desktop Analytics. Enabled 100+ policy sales in the inaugural month.