Building calm systems for complicated work
I help organizations with complex workflows, messy data, and growing teams run smoothly and efficiently.
What I do
Helping teams run better by design
Workflow & Process Design
Turn loosely defined or chaotic workflows into clear,
structured processes with defined handoffs, documentation, and fallback paths. Systems are built for real-world variability, not idealized conditions.
Scaling Operations & New Services
Design infrastructure to support new programs, services, or business lines, so organizations can grow without operational friction.
Data & Reporting Systems
Build dashboards, tracking tools, and lightweight systems that highlight what’s working, where friction exists, and where changes will have the most impact.
Project Leadership
Lead cross-functional initiatives from ambiguity to execution, coordinating stakeholders, clarifying scope, and maintaining momentum.
Representative Projects
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Problem: Billing and claims were fragmented across spreadsheets and emails, causing errors and missed follow-ups.
Approach: Led CRM selection, custom workflow design, automation, reporting, and staff training.
Outcome: ~15 staff hours recovered weekly, improved billing accuracy, smoother internal operations -
Problem: Manual tracking created delays, errors, and unclear ownership.
Approach: Redesigned end-to-end process with automation and structured tracking.
Outcome: 25% reduction in collection time, fewer errors, reduced operational stress. -
Problem: Fragmented systems supported high-volume patient referrals, creating inconsistent outcomes and heavy manual work.
Approach: Redesigned workflows in Salesforce, unified referral tracking, implemented AI-assisted verification, and documented all processes for long-term ownership.
Outcome: Consolidated workflows, improved visibility, reduced manual effort, and stable systems for future growth.
Book a Discovery Call
I work with growing organizations, nonprofits, and small businesses to design operations and systems that reduce friction, improve efficiency, and scale with your needs.
A no-commitment, 15–30 minute discovery call is an opportunity to:
Discuss your current operational challenges
Identify areas where systems, workflows, or data could be simplified
Explore practical solutions tailored to your team and goals
