CASE STUDIES
Selected automation and systems work with measurable commercial impact.
These are the kinds of problems I solve: high-friction manual workflows, system disconnects, reporting blind spots, and operating drag that leadership can feel but has not yet packaged properly.
Accounts Payable Pipeline
Challenge: invoice handling involved manual capture, inconsistent coding, and too much effort around approvals and exceptions.
Solution: implemented OCR-driven intake with AI-assisted review, routing logic, PO matching support, and exception handling before posting.
Finance AI Agent Environment
Challenge: finance work contained too many repeatable tasks spread across specialists and manual review cycles.
Solution: designed a roster of role-specific AI agents across AP, AR, payroll, budgeting, compliance, and reporting with role clarity and handoff logic.
Cross-System Data Backbone
Challenge: operational platforms and finance systems were out of sync, creating rework and unreliable reporting.
Solution: designed automated exports, transformation logic, remapping rules, and daily reconciliation workflows.
Executive Automation Investment Case
Challenge: leadership needed a credible roadmap and commercial case, not just a list of ideas.
Solution: built a phased initiative model, cost and savings tables, implementation logic, and executive narrative for approval.
Need more detail?
In live sales conversations I can walk through architecture decisions, rollout sequencing, and how ROI was framed for each engagement.
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