Some of my work.

PolarPath Website and Operations Platform

Built PolarPath's public website and its multi-tenant operations app, connecting marketing, CRM, field service, HR, finance, and reporting in one product ecosystem. Outcome: a branded front door plus an operational command center built to scale by tenant.

• Shipped the public site with dynamic service, industry, blog, and product routing backed by a reusable content pipeline.
• Published 21 landing pages, 38 blog posts, and 1 product page while migrating legacy WordPress content and assets into the new stack.
• Built the PolarPath app as a multi-tenant workspace for contacts, companies, opportunities, quotes, tickets, dispatching, projects, work orders, contracts, equipment, vendors, and timesheets.
• Added HR, finance, and automation layers covering recruitment, training, time off, invoicing, collections, bank flows, permits, Google integrations, and PolarSign contract workflows.

Internal Sales Operations Platform

Built a protected internal platform for business accounts, contacts, communication workflows, and data cleanup around live CRM operations. Outcome: one workspace for sales, CRM, and data quality teams.

• Delivered searchable accounts and contacts views with inline editing, record creation, and stale-write protection.
• Added map view, Gmail-backed mail workflows, and meeting and opportunity creation tied to account records.
• Built call analytics dashboards, task queues, and data quality tools for duplicates, missing fields, and assignment gaps.
• Added audit logging plus scheduled deletion and merge workflows for safer internal operations.

Acumatica and HubSpot Full Lifecycle Integration

Designed bidirectional data flow between HubSpot and Acumatica, defined ERP as the system of record, and eliminated duplicates with hierarchy mapping. Outcome: faster sales velocity and restored accounting trust.

Sales to Estimating to Operations Workflow Redesign

Rebuilt the sales pipeline around estimating readiness, automated opportunity-to-quote triggers, and clarified ownership across teams. Outcome: faster estimates and predictable handoffs.

Google Sheets Pricing Books to ERP Quote Engine

Built structured pricing books with cost code validation and role-based protection, syncing outputs into ERP quotes and change requests. Outcome: faster, consistent, auditable estimating.

Change Order and Change Request Automation

Automated change request imports into ERP with validation, approvals, and linked backup documentation. Outcome: change orders became controlled and low-risk.

Vendor Compliance Automation

Generated compliance requirements by vendor class, tracked WSIB/insurance/safety docs, and surfaced status to accounting and PMs. Outcome: reduced risk and removed bottlenecks.

Health and Safety Training Automation

Automated toolbox talk distribution with reminders, escalation paths, and tracking. Outcome: completion rates rose without extra admin load.

Fleet and Driver Behavior Analytics

Integrated Linxup tracking to detect speeding, generate notices, and report idle and fuel impact. Outcome: severe incidents dropped to double digits.

Executive and Operational Reporting Automation

Built automated Google Docs reports from live Sheets data and Looker dashboards. Outcome: leadership visibility without manual report creation.

Workforce Time Off and HR Automation

Integrated HR tools with time-off workflows, approvals, and audit-friendly logs. Outcome: cleaner records and fewer disputes.

Data Architecture and Standardization

Standardized thousands of Canadian business addresses and schemas across CRM, ERP, and analytics. Outcome: reusable, trustworthy data.

Cross Department Process Design

Translated technical systems into SOPs, flowcharts, and role definitions. Outcome: higher adoption with less resistance.

Toll Cost Attribution and Cost Leakage Analysis

Automated Highway 407 toll aggregation by department and tied vehicle use to cost centers with totals embedded in executive reports. Outcome: hidden costs became visible and defensible.

Fuel Consumption and Idle Time Cost Modeling

Normalized fuel usage across vehicles, flagged idle-time outliers, and turned telematics into management KPIs. Outcome: cost decisions moved from opinion to evidence.

Duplicate Data Risk Mitigation Program

Audited CRM and ERP duplication, built deterministic matching with address normalization, and enforced creation rules. Outcome: reduced financial and legal risk.

Role Based Access and Screen Governance in ERP

Scoped ERP screens by role, reduced accidental edits, and lowered training time. Outcome: teams trusted the system instead of fearing it.

Google Forms to Operations Pipelines

Designed mobile-friendly request forms, automated routing by type, and logged submissions for audit and follow-up. Outcome: field requests became structured inputs.

Android App Prototype for Operations Intake

Built a lightweight Android intake app wired to Google Forms to validate workflows before heavier engineering. Outcome: faster validation and lower risk.

Automated Formal Letter Generation

Generated disciplinary and compliance letters with data-backed evidence and consistent tone. Outcome: sensitive communications became controlled and repeatable.

Tactical Empathy Based Internal Messaging

Rewrote operational emails for clarity and compliance with a standardized leadership tone. Outcome: fewer follow-ups and faster alignment.

AI Positioning for Non Technical Stakeholders

Translated AI capabilities into concrete outcomes, avoided hype, and built trust with before-and-after demos. Outcome: AI felt useful, not risky.

Contextual AI for Daily Workflows

Focused AI on email, reporting, and summarization with privacy-safe guardrails. Outcome: adoption felt practical and valuable.

ERP Go Live Readiness Program

Defined team-specific responsibilities, communications, and readiness plans. Outcome: go-live became a transition, not a disruption.

Technology as Cultural Change

Positioned systems as support tools, balanced structure with flexibility, and reduced resistance. Outcome: adoption sustained over time.

Confidential Case Study Abstraction

Reframed internal systems into public-safe narratives without exposing IP. Outcome: a portfolio that attracts clients without burning bridges.