Technology Operations
Integrations, automation, AI adoption, and getting your tools working together.
Most teams are paying for tools they don't fully use, duct-taping systems together, or missing out on automation that could save hours every week. AI is changing how teams work, but most don't know where to start.
I help you simplify your tech stack, connect your tools through APIs, set up marketing and sales automation, and train your team to use AI effectively.
What this can look like
- Tool & vendor audits: what are you paying for, what are you actually using, and what can go?
- Migrations & transitions: moving platforms without losing data or your mind
- Integrations: connecting your tools so data flows automatically
- Workflow automation: eliminate the repetitive tasks eating your team's time
- Access & permissions: the right people have the right access, documented and maintained
Signs you might need this
- You're paying for overlapping tools that do the same thing
- Your team copies data between platforms manually
- Nobody knows who has access to what, or why
- A tool migration has been on your to-do list for months (or years)
Examples of My Work
Google Workspace for Nonprofits (x2)
Implemented Google Workspace for Nonprofits for two separate client organizations, navigating the nonprofit verification and setup process for each. The migrations reduced software costs by hundreds of dollars per year per organization while giving each team access to a more capable, integrated toolset.
Domain Setup & Email Configuration
Set up domains for a nonprofit client, including configuration of proper page redirects and email aliases, ensuring a professional, reliable web and email presence without unnecessary complexity.
Custom Web Pages (Squarespace + HTML/CSS + AI)
Built and rebuilt custom web pages for clients using a combination of Squarespace, Claude AI, and custom HTML and CSS. Used coding knowledge and AI tooling to push beyond the limits of standard templates and deliver tailored designs that matched each organization's needs.
Custom Call Center via Amazon Connect
Implemented a custom cloud-based call center for a healthtech startup using Amazon Connect, replacing an ad hoc phone support setup with a structured, scalable system.
Skills-Based Routing via Streak API
Rebuilt a JavaScript case-assignment algorithm to enable skills-based routing within Streak, a Gmail-based CRM that doesn't natively support this feature. Custom integrations were built using Google Scripts and Streak's API, ensuring cases were automatically assigned to the best-matched representative.
CRM Integrations & Workflow Automation
Designed and built custom API integrations for a startup's CRM to fill critical functionality gaps that off-the-shelf software couldn't address, including automated case routing, custom field handling, and workflow triggers.
