Selected Work

One practice, three lenses. Case studies to read, and AI tools you can try.

Two ways to see how I work. Below are fifteen case studies and resources across automation, CX and research, and operational strategy, each a system I scoped, built, and handed over. And if you would rather watch the work move than read about it, six AI-enabled demos run live in your browser. Try the demos, or filter the case studies by service, category, tools, and skills.

Interactive AI Demos Live

Would you rather try it than read about it?

Six AI-enabled tools I build for clients, running live in your browser: intake triage, open-text coding, doc-to-data extraction, eligibility scoring, automated reports, and personalised PDFs. Real logic, real outputs, no sign-up.

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Spotlight

Three solutions worth a closer look

Case Study

From Idea to Deployed Solution in Under a Week: Custom Research Platform for 9,000 US Towns

Custom research platform built for a US organisation tracking 9,000+ towns and hundreds of charities across recurring survey waves. Web app, analytics dashboard, and data transformation model, from brief to live in under a week.

AI-Assisted Development Qualtrics Custom Web App Claude Code Rapid Deployment Data Transformation Research Systems
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Case Study

From Manual to 80% Automated: Scaling Personalized Career Assessments

Airtable + Zapier pipeline built for a coaching platform running 50-60 personalized career assessments per cycle. Score logic, PDF delivery, 8-variant emails, and the full coach coordination loop, automated end-to-end.

Workflow Automation Airtable Zapier SendGrid Assessment Delivery Email Personalization Custom APIs
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Data Dashboards

From Airtable Ledger to a Live Earnings Dashboard

A self-contained dashboard that reads an Airtable invoicing base and turns it into a live read on the year: pace to target, a year-end forecast with scenarios, seasonality, channel mix, and FX impact, all recalculating in the browser. It is built and hosted as a live Claude artifact, shared as a single link, with the portable React code yours to keep.

Data Visualization Airtable React Recharts Claude Artifact Claude Code AI-Assisted Development Forecasting
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Filter the work

Pick a service, or drill into the categories, tools, and skills behind each project.

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Case Study

Saving $1.7m in Profit Margin in 6 Months

Financial and operational diagnostic that uncovered the root cause of profit-margin erosion, addressed through process redesign and team enablement. $1.7M recovered in six months.

Operational Diagnostic P&L Analysis KPI Tracking Process Redesign Team Enablement
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Case Study

Building a System to Distribute $700k in Grant Funds to US Micro-Enterprises

A Qualtrics × Salesforce grant application system handling eligibility assessment and automated award distribution for US entrepreneurs.

System Design Qualtrics Salesforce Eligibility Logic Case Management Automated Distribution
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Case Study

Custom Airtable CRM and Invoicing System

A connected Airtable system managing clients, projects, and invoices end-to-end, from budget tracking to automated PDF invoicing and late-fee calculations. Integrated via Make with Google Drive and Gmail.

System Design Airtable Make.com Google Drive CRM PDF Invoicing Budget Tracking
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Live Demo

Automated AI Assessment with Tailored PDF Output

A custom assessment that scores responses, generates AI-powered strategic recommendations, compiles a personalized PDF, and delivers it by email, automatically. No human in the loop. Take the live Business Process Maturity Assessment to see it in action.

AI Integration Typeform Make.com LLM Prompting PDF Generation Email Automation
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Case Study

Eliminating Escalations and Boosting Quality of Vendor-Serviced Projects

Transforming vendor service quality in 2 months through process automation, data monitoring, and team enablement. Eliminating project escalations, boosting client CSAT by 1.8 avg. points, and saving 3,000h+ in labour costs.

Process Improvement Vendor Management Data Monitoring CSAT Improvement Team Enablement
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Case Study

Automating Contact Creation and Survey Distribution to 10,000 Monthly Contacts

Make automation handles contact creation, Qualtrics survey distribution, and CRM updates for an Australian nonprofit, eliminating hours of manual admin every month.

Workflow Automation Make.com Qualtrics Survey Automation CRM Integration Contact Management
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Interactive Demo: Advanced Survey Logic

Qualtrics: Answer Scoring, Custom Logic & Data Variables

Live Qualtrics survey demonstrating weighted scoring, branching logic, and embedded data variables. The building blocks of sophisticated CX and research programs, fully interactive.

Survey Engineering Qualtrics Scoring Logic Branching Embedded Data
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Case Study

From Airtable Ledger to a Live Earnings Dashboard

A self-contained React dashboard reading an Airtable invoicing base: pace to target, year-end forecast with scenarios, seasonality, channel mix, and FX impact. Hosted as a live Claude artifact, one click from the case study.

Data Visualization Airtable React Recharts Claude Artifact AI-Assisted Development Forecasting
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Sample

Sales and Customer Health Looker Studio Dashboard

Lightweight Looker Studio dashboard built on Google Sheets, displaying key sales and customer health metrics in real time.

Data Visualization Looker Studio Google Sheets Real-time Reporting Sales Metrics Customer Health
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Diagram

Simple CX Program Design

End-to-end CSAT program design for customer-service interactions, built to close the loop rather than just collect feedback. Architected on Qualtrics CX.

CX Program Design Qualtrics Lucidchart CSAT Close-the-Loop
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Resource

Building a Global Quality Champion Network

Framework for building and scaling a quality champion network across global teams, standardising practices and embedding accountability at every level.

Change Management Quality Assurance Global Teams Framework Design
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Case Study

Automating Tailored Learning Plans in Under a Week

Fully automated solution that transformed how one US nonprofit delivers career readiness support to students, including those with disabilities. Designed and deployed in under a week.

Workflow Automation Make.com Typeform Accessibility Rapid Deployment
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Resource

Business Process Maturity Assessment

A free self-assessment that maps your operational maturity and identifies where process gaps are quietly costing you time and money.

Operational Audit Qualtrics Maturity Modelling Process Gaps
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