Challenge:

An INC 5000 company relied on outdated, manual Word documents for sales contracts, leading to inefficiencies, lack of visibility, and missed opportunities for data-driven decision-making.
 

Solution:

I led the transformation of their contract workflow, replacing manual documents with an automated PDF system integrated via APIs. This new system streamlined contract generation, ensured accuracy, and seamlessly logged key data for better tracking and analysis.
 

Result:

The automated workflow saved time, reduced errors, and provided valuable business intelligence for the executive team—turning a basic contract process into a scalable, data-driven asset.

Challenge:

A leading digital marketing agency needed to modernize its link-building process. Manually finding ideal placements for clients was time-intensive and inefficient. They wanted to leverage the latest AI technology to automate and enhance this process, delivering faster and more accurate recommendations.
 

Solution:

I developed an innovative link-building product that combined OpenAI’s language capabilities with the agency’s robust publisher network. This AI-driven system mapped out all possible placement options and generated tailored recommendations faster and more effectively than any human could, significantly improving decision-making and execution.
 

Result:

The new AI-powered system transformed the agency’s workflow, reducing manual effort while optimizing link placements with unparalleled speed and precision. This breakthrough in automation drove business growth and positioned the agency at the forefront of AI-driven digital marketing solutions.

Challenge:

A top sports betting operator needed a high volume of quality content on a tight timeline. Managing feedback loops between development and production was critical to meeting their aggressive deadlines while maintaining content integrity.
 

Solution:

I worked directly with the end client, overseeing and refining feedback loops to enhance both development and production processes. This ensured alignment between content teams, streamlined workflows, and kept the project on track.
 

Result:

In just six months, we successfully delivered over 1,500 articles, significantly boosting the client's market presence and operational efficiency. The structured approach allowed for scalability while maintaining quality and adherence to deadlines.

Challenge:

A client with over $20 million in annual revenue needed a more efficient way to manage payments and subscriptions. Their existing billing process was cumbersome, leading to inefficiencies and operational bottlenecks.
 

Solution:

I led the successful implementation of Staxbill, a sophisticated payment and subscription management platform. This included optimizing daily billing operations and conducting in-depth training sessions to ensure the team could fully leverage the system.
 

Result:

The new system streamlined billing workflows, improved efficiency, and seamlessly integrated into existing operations. The team quickly adapted, reducing manual effort and ensuring smoother revenue management.

Challenge:
Managing freelancer payments across four different companies was a complex and inefficient process—leading to compliance risks and administrative bottlenecks.

Solution:
I led the initiative to migrate over 3,000 freelancers onto the Tipalti payment platform. Working closely with developers, installation reps, company managers, and freelancers, I ensured a smooth transition by coordinating every step—from system setup to compliance checks—all within an ambitious 30-day timeline.
 
Result:
The integration was completed on time, with minimal disruption. The new system improved compliance, streamlined payouts, and created a more efficient, scalable process for handling freelancer payments across multiple companies.

Challenge:
A local marketing company’s CMO was stuck in the weeds—spending too much time managing daily operations instead of focusing on big-picture strategy.
 
Solution:
I conducted a full audit of their processes, organizing scattered workflows into clear, scalable systems. Through tailored research, I identified an industry-specific tool that streamlined their operations, significantly reducing manual work and freeing up the CMO’s time.
 
Result:
The CMO and CEO loved the transformation. With the right tools and structured processes in place, they finally had the breathing room to focus on marketing innovation and business growth—without being consumed by daily tasks.