13 case studies · 9 in progress
Projects
Case studies and highlights from work I've led or contributed to, from systems builds to organizational transformations.
Case Studies
- Design Process Lead / AI-Assisted Prototypingin progress
Making Design Review Part of the Application
Developing a practical design method that moves from standalone concepts to review tools inside the working app, keeping alternatives, screen maps, notes and checks close to the implementation.
ReactTanStack RouterTanStack StartTypeScriptViteAgent SkillsGit - Product Direction / AI-Assisted Workflow Designin progress
Working by Voice
How I use speech to direct AI-assisted work from live conversations into notes, visuals and changes I can inspect in an application.
Meeting transcriptionSpeech-to-text softwareAI meeting assistantsAI developer toolsGit - Test Lead / Project Managercompleted
Automated Testing for a Non-Profit Platform Launch
Built a deployed-site Playwright suite across the staff and board portals, identity, CMS, shop and public site, with a plain-language review report that explains what each test checked and saw.
PlaywrightTypeScriptBunAI developer toolsAgent Skills - VP Operations / Program Managerin progress
Project Management Inside the Repository
How I run projects from inside the repository where the work happens: everything the project produces, from meeting transcripts to a client's product PDFs, organized into files AI agents can work with, turned into whatever report or model the people on the project need, and handed to developers where they already work.
GitGitHubAI developer toolsAgent SkillsMarkdownHTMLPythonJSON - Finance Systems Owner / Product Design & AI-Assisted Developmentin progress
Building a Treasury Planning Application
An internal application called the Treasury Console connects agreements, obligations, payroll and planned invoices as linked records for cash and P&L planning.
TanStack StartReactTypeScriptJSON LinesAI developer toolsGit - Program Manager / Validation Documentation Leadcompleted
Validation Documentation for an AI-Built Quality System
Led the validation documentation for a quality management system our team built with AI in 60 days for a life-sciences consultancy, and took part in writing every document in a package of more than 80 controlled documents written to hold up under audit.
GAMP 521 CFR Part 11PlaywrightAI developer toolsAgent SkillsMarkdownTypeScript - VP Operations / Program Ownerin progress
Choosing a Company Insurance Program From the Policy Wording
Rebuilt how a technology services company buys cyber, professional liability and business insurance: a four-question model for how much cover it needs, every policy form and endorsement transcribed and read, and a recommendation built on what the policies actually say rather than the quote summaries.
MarkdownGitAI developer toolsPDF extractionOCR - VP Operations / Finance Program Leadin progress
Building a Finance Function Around an AI-Enabled Accountant
Hired an offshore staff accountant, trained him on AI developer tools in a local repository from his first day and then on Git and pull requests, and directed the program that stood up a portfolio company's finance function in about three months: current books, a monthly close, a forecasting method and weekly executive reporting.
AI developer toolsGitQuickBooks OnlineAgent SkillsMarkdownCSV - Systems Designer / AI Workflow Architectcompleted
AI-Assisted Weekly Cash Flow Forecasting System
Built a formula-driven, AI-maintainable cash flow forecasting system across 7 interconnected Excel tabs, designed so a weekly update session with AI takes minutes instead of hours, while keeping human judgment in the loop for every payment decision.
Microsoft ExcelAI spreadsheet assistance - Discovery Lead / Project Manager (inventory, UAT)in progress
Non-Profit Digital Footprint Overhaul
Eight months with a museum non-profit, from a documentation site that mapped four disconnected systems, through a change of commerce platform and a physical inventory count, to running acceptance testing for a new platform with staff and board portals.
Clover POSTanStack StartPayload CMSWordPressWooCommercePlaywrightAI developer tools - Operations Lead / Documentation Authorcompleted
Multi-Site Infrastructure Review & Consolidation Planning
Led the creation of a comprehensive infrastructure summary for a mid-size holding company, mapping servers, VMs, and hosting across three environments to drive a critical hardware replacement decision.
MarkdownMermaid DiagramsHyper-VAzureAI developer tools - AI Training Lead / Operations Advisorin progress
Hands-On Executive AI Training
Running direct, hands-on AI training sessions with executives and non-technical staff at a technology consulting firm, from AI developer tools and Git fundamentals to AI-assisted financial analysis and executive review workflows.
AI developer toolsAI task assistantsAI spreadsheet assistanceGitMarkdown - VP Operations / Policy Architectin progress
Enterprise Policy Framework
Designed and implemented a comprehensive compliance and policy management system, transforming scattered documents into a structured, version-controlled framework that scales with the organization.
MarkdownGitAI developer toolsAgentic AIAzure DevOps