Operations and Automation
I turn fragile manual work into connected systems people can trust. Automation improves speed, visibility, follow through, and accountability across marketing and the wider business.
01. Marketing Automation
- Marketing automation strategy
- Marketing automation platform ownership
- Automated email campaigns
- Lead nurture workflows
- Campaign triggers
- Lifecycle automation
- NetSuite workflow design
- Workflow maintenance
- Automation governance
- System documentation
02. CRM and Funnel Design
- CRM architecture
- Customer funnel design
- Lead stage development
- Lead qualification
- Lead routing
- Audience specific journeys
- Multichannel touchpoint design
- Prospect to customer handoff
- Sales and marketing alignment
- Pipeline visibility
03. Workflow and Process Improvement
- Process discovery
- System process analysis
- Cross departmental automation
- Invoice workflow automation
- RMA process automation
- Production scheduling support
- Exception management
- Error reduction
- Change management
- Standard operating procedures
04. Reporting and Budget Systems
- KPI reporting
- Budget tracking
- Spending alerts
- NetSuite saved searches
- Operational dashboards
- Exception reporting
- Data quality monitoring
- Performance review systems
- Real time reporting
- Management visibility
Systems people actually trust.
Automation succeeds when it reflects how the business actually works. I study the process, expose the exceptions, design the controls, and help people trust the new system.I design automated campaigns and operational workflows around clear triggers, rules, owners, and exit conditions. The system carries routine work while people focus on judgment, customer needs, and exceptions.
I structure how prospects enter, progress, pause, and transfer to sales. Audience segments, buying signals, nurture paths, qualification rules, and handoffs create a more useful view of the revenue journey.
I map work across departments before changing the system. This exposes duplicated effort, missing ownership, risky exceptions, and points where finance, operations, sales, or customer service lose visibility.
I build reports and alerts around decisions, not data volume. Leaders can see spending, performance, exceptions, and unresolved work early enough to act before a small issue becomes an expensive one.
How the work gets done.
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01
Observe the Real Process
I interview the people doing the work and trace actual cases through the system. This reveals exceptions that formal instructions often miss.
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02
Map Risk and Responsibility
I document triggers, decisions, dependencies, owners, controls, and failure points. The map shows where automation can help and where human judgment must remain.
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03
Build and Earn Trust
I test the workflow, create instructions, demonstrate results, and support adoption. Visible evidence matters when employees have experienced unreliable systems before.
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04
Monitor and Improve
Scheduled checks, saved searches, alerts, and performance reviews expose new exceptions. The workflow improves as the business changes instead of becoming another rigid process.
Built and maintained 22 NetSuite workflows across marketing and business operations.
Reduced human error and operational costs by 50 percent through workflow automation.
Automated invoice processing after fulfillment while preserving controls for complex order sequences.
Added scheduled exception checks for fulfilled orders that had not been invoiced.
Improved budget control through real time spending visibility and alerts.
Supported RMA processing, production scheduling, reporting, and cross departmental follow through.