These case studies showcase meaningful work from throughout my career. Whether working independently or within an organization, I combine technical expertise with strategic insight to help teams navigate complex challenges and achieve lasting impact.
AI Systems, Data Engineering, Workflow Automation
Managing 27 active projects across 39 client relationships meant brutal context switching and scattered information. The problem wasn't lack of data. It was that knowledge work wasn't systematized.
I built a five-layer system: DuckDB as truth, documented workflows, exposed SQL through MCP, and specialized AI agents. 90% reduction in prep time, 100% engagement history captured, and patterns that get smarter over time.
Solution Architecture, Product Strategy, Technical Requirements
Crypto Strategy Platform for Investment Firm
A specialized investment firm with expertise in precious metals strategies wanted to expand into cryptocurrency strategies but lacked the technical framework to translate their vision into a buildable product.
Developed a comprehensive solution architecture that bridged traditional financial concepts with emerging crypto strategies, creating detailed product requirements and technical specifications.
Data engineering, APIs, DevOps, Salesforce
Automated Membership Onboarding Platform for a Youth Leadership Organization
A youth-centered leadership development organization needed to transform a fragile, manual chapter registration process into a scalable, automated system.
I engineered a full-stack automation solution that eliminated manual data entry, integrated multiple platforms, and delivered multilingual welcome communications—reducing staff workload by 50% while dramatically increasing chapter creation capacity.
Data engineering, Automation, DevOps
Scalable Data Orchestration Platform for an International Nonprofit (Washington, DC)
An international nonprofit with a complex Salesforce-centric ecosystem needed to transform fragmented, manual data operations into a unified, automated platform.
I designed and engineered a scalable data orchestration system that reduced coded solutions by 75%, cut costs by 50%, and enabled a small team to manage dozens of data pipelines with 99% error capture—transforming data management from a labor-intensive burden into a strategic asset.