Executive coaching platform, large urban school district
A coaching program with roughly 145 coaches was running on Microsoft Forms, Excel, and Power BI held together by hand. I ran discovery, isolated the real problem behind the coach-matching failure (a data structure problem, not a model problem), and designed a vectorized coach-profile approach so the system retrieves instead of hallucinates. Built for a locked-down district environment where only approved suites are permitted.
discoverydata structureconstrained ITaudit logging
Talent network, workflow automation
A recruiting founder running his pipeline out of his head and his inbox. Two working sessions produced a live CRM with automations built in-session: meeting transcripts scanned to propose leads and update records, nudges on stalled deals, and dashboards showing where everything sits. Followed by a custom Skills pack delivered as editable markdown.
working sessionstranscript pipelinescustom Skillshandoff
Math curriculum company
A publisher spending heavily each summer on curriculum writing labor, with a team already working in Claude but fragile: prompts scattered across desktop folders, no naming convention, everything in one long thread per project. The work restructured project architecture by grade level and task type, consolidated the prompt library, and connected Claude to the founder's operational load with a daily prioritization routine.
prompt libraryproject architecturecost review
Independent high school, AI readiness
A full program across HR, Athletics, and the Principal's Office. Discovery through handoff over 18 weeks: workflow mapping, tool evaluation with privacy flags routed to IT and legal, a staff readiness baseline, pilot builds, and train-the-trainer. Staff finished the engagement building and maintaining their own Skills and agentic workflows.
full program arcKPI frameworkgenuine handoff