Selected projects & operational work

Building practical systems for real business problems.

My work centers on automation, process improvement, analytics, and operational systems. I focus on reducing repetitive work, improving visibility, and creating tools that fit the way a business actually operates.

✓ Healthcare ✓ Ecommerce ✓ Wholesale distribution ✓ Marketplace programs

Featured project

filepackR: PDF document processing powered by Intelligent File Routing.

A custom software solution designed around a real operational workflow: sorting, reviewing, auditing, and routing document-heavy packets more efficiently.

filepackR interface showing a document packet sorted into 13 output PDFs

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Cleaner document workflows with less repetitive work.

FilePackR is scanned paperwork automation software that turns mixed stacks of paper into organized, workflow-ready PDF files. After users scan documents from a desktop scanner, FilePackR uses OCR, customizable rules, and review queues to identify each document, split or combine pages when needed, name the files, route them to the correct destination, and flag anything that needs review. This can save companies hundreds of hours in manual labor.

✓Split scanned PDF packets into separate documents
✓Merge related pages and supporting records
✓Apply consistent filenames and routing rules
✓Flag review items instead of silently guessing
✓Support local-first processing for sensitive files

Visit filepackR.com →

Case studies

Operational systems built around real compliance, reconciliation, and platform needs.

Examples of reporting, reconciliation, and platform migration work across regulated and ecommerce environments. Details are anonymized; no client names or data are shown.

Case study eCommerce Platform Migration Migrate. Configure. Simplify.

Migrating a 20,000-SKU catalog to Shopify, with a custom configurator Shopify wasn't built for.

A computer hardware distributor needed to move its entire storefront off Magento onto Shopify. A straight migration would have worked for a typical catalog, but this business let customers configure a custom-built server or PC piece by piece before ordering, a workflow Shopify's standard product model doesn't support out of the box.

Migrated the full catalog of over 20,000 SKUs along with existing payment processing and inventory integrations, preserving SEO rankings through the platform change, and built a custom configuration system on top of Shopify's standard architecture so customers could keep "configuring to order" as they always had.

✓Migrated 20,000+ SKUs with payment and inventory integrations intact
✓Preserved existing SEO rankings through the platform change
✓Built a custom product configurator beyond Shopify's native capabilities
✓Gave non-technical staff full control without the constant need for a developer

Case study Compliance Reporting Reconcile. Report. Attest.

Turning fragmented compliance data into a single audit-ready report.

A regional home healthcare provider needed to produce quarterly compliance reports pulling from electronic visit verification (EVV) data, participant records, and several separate operational logs, previously a manual reconciliation process repeated by hand every quarter.

Built a consolidated reporting workbook that integrates EVV data, participant demographics and health-condition tracking, discharge and transportation logs, and a financial summary into one system, with automated formulas replacing manual cross-referencing and a structured attestation process for audit readiness.

✓Eliminated manual reconciliation across separate data sources
✓Automated compliance calculations across all four quarters
✓Financial summary tied directly to source data
✓Reduced a multi-day manual process to a repeatable system

Case study Visit Reconciliation Territory. Client. Exception.

Reconciling multi-state operational data at the territory and client level.

A home healthcare operation running across multiple states needed clearer visibility into visit-level data by territory and by client, with reconciliation in place to catch discrepancies before they became compliance issues.

Built a comparison workbook that processes raw visit data into weekly territory and client-level views, with dedicated reconciliation logic and state-specific reporting, surfacing exceptions instead of requiring manual review of every record.

✓Weekly rollups by territory and by client from raw visit data
✓State-specific reconciliation views for multi-state operations
✓Exception-based review instead of full manual audits

What I build and improve

Operational systems that make work easier to manage.

The tools vary by business, but the objective stays consistent: reduce manual effort, reduce avoidable errors, and make the workflow clearer.

Workflow automation

Focused tools that reduce repetitive tasks and remove unnecessary manual handoffs.

Operational reporting

Clearer analytics, reporting systems, and risk visibility for better day-to-day decisions.

Healthcare workflows

Onboarding, compliance, training, document review, and audit-readiness process improvement.

Ecommerce operations

Marketplace workflows, listing quality, account operations, analytics, and scalable processes.

Wholesale distribution

Inventory, order-flow, reporting, and operational consistency across complex environments.

Program launches & testing

Support for pilot programs, new initiatives, evolving requirements, and operational implementation.

Experience that translates

From day-to-day operations to new-program testing.

I have worked across healthcare, ecommerce, and distribution environments, and have supported companies such as eBay with new-program launches and testing. That range helps me understand both the big-picture process and the small operational details that determine whether a system actually works.

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Start with the real workflow

Understand what staff actually do before designing the solution.

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Reduce repetitive work

Automate the parts that consume time without adding unnecessary complexity.

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Improve visibility

Surface exceptions, risks, and follow-up work so teams know what needs attention.

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Build for growth

Create systems that remain useful as the business expands or requirements change.

Have a workflow that needs improvement?

Let's discuss automation, reporting, process improvement, or a custom operational tool tailored to your needs.

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