Founder · Enterprise Implementation Leader
I turn complex operational problems into scalable systems — across enterprise platforms, AI-enabled workflows, and the ventures I build.
A decade of cross-sector experience in innovation, growth, and operations. I lead enterprise technology implementations, design products and workflows, and build practical AI tools — and I'm currently building Nidl, an AI-powered care-operations platform for primary care clinics. I pair an MBA in strategy and entrepreneurship with hands-on building, and I'm happiest turning messy organizational needs into dependable systems and measurable outcomes.
Companies I've founded and built from the ground up — owning everything from the first idea to product, operations, and growth.
An AI-powered care-operations platform for primary care clinics in British Columbia. Nidl gives clinics an operational layer that reduces administrative load — so teams can focus on patient care instead of busywork. Built with deep respect for clinical workflow, privacy, and the realities of running a practice.
An online wholesale store I built from scratch, generating $200K in sales over two years. I owned every part of the business — product selection, pricing strategy, inventory control, and customer-acquisition campaigns that kept revenue consistent.
A decade across innovation, growth, operations, and enterprise delivery — most recent first.
Lead global digital transformation across CRM, billing, identity, integrations, collaboration, and AI workflows for a community of ~18,000 entrepreneurs in 70+ countries. Drove a 25% improvement in operational efficiency, a community platform that lifted active engagement 80%, and finance integrations that cut manual processes 50%.
Built a five-year engagement strategy and a tiered membership + loyalty program. Lifted retention from 87% to 92% (+$2.1M in annual revenue) and grew membership 20% (+$850K in annual revenue), with BI solutions that cut decision-making time 15%.
Ran global e-commerce operations, growing online revenue 28%, and coordinated release management with software vendors to reduce downtime.
Delivered strategic technology projects across financial services and enterprise clients, driving up to 40% gains in operational efficiency through cross-functional team leadership, stakeholder engagement, and delivery in high-stakes environments.
Supported product development cycles and market-launch readiness, and ran business analysis to identify process improvements and stronger project outcomes.
I implement enterprise technology platforms that connect strategy, operations, data, and user experience. Across a global membership organization I've delivered implementations spanning CRM, billing, identity, APIs, collaboration, community, analytics, AI workflows, and project portfolio management — turning complex organizational needs into scalable systems and measurable outcomes. Tap any card to expand the full detail.
Led the implementation of Monday.com as the enterprise project and portfolio management platform, moving the organization off fragmented tracking across spreadsheets, separate team tools, and informal reporting toward a centralized system. The goal: track strategic initiatives consistently, give leadership visibility into project health, and help teams understand priorities, timelines, risks, ownership, and capacity. It became the foundation for internal project governance at scale.
Supported the project from discovery through rollout — requirements gathering, platform evaluation, process design, configuration, stakeholder alignment, and adoption. Defined how projects are captured, categorized, prioritized, and reported (intake, ownership, executive visibility, RAG status, timelines, sponsors, risks, PM updates, capacity, and priority alignment), and translated business needs into boards, automations, dashboards, views, and governance models.
After the portfolio platform went live, expanded it with an executive-facing dashboard built to answer practical leadership questions: what's active, what's at risk, who owns it, which priority it supports, current status, where the gaps are, and how much PM effort is needed. This shifted reporting from static updates to a dynamic portfolio view.
Designed and built the dashboard structure from portfolio data, creating and refining fields like project health, stage, planned vs. current timeline, organizational priority, sponsor, PM effort, gaps, risk register, budget, and charter. Worked through how data should be grouped, filtered, visualized, and maintained so the dashboard drives decisions rather than just reporting.
Managed the Microsoft 365 enterprise implementation to modernize the digital workplace — how teams communicate, share documents, and collaborate across departments and geographies. At global scale this was a workplace transformation involving migration planning, change management, governance, security, and adoption.
Coordinated the rollout across stakeholders, users, technical resources, and vendors — rollout planning, migration coordination, training, communications, risk management, and change management — and connected it to broader needs like collaboration standards, document management, Teams adoption, and retiring older tools.
Supported migrating away from a legacy collaboration platform and coordinated its retirement as part of digital-workplace modernization and tool consolidation. Retiring a legacy system meant carefully handling files, workflows, institutional knowledge, and entrenched user habits.
Coordinated migration and decommissioning — communications planning, migration timelines, team coordination, dependency identification, and ensuring users had alternative tools and processes in place before shut-off.
Took over the CRM implementation at a critical stage and led it through launch, stabilization, and handoff — part of modernizing member data, CRM capabilities, and operations. At this scale a CRM touches membership operations, chapter support, reporting, integrations, staff workflows, and member experience.
Stepped into the project mid-flight to bring structure, coordination, and delivery focus — stakeholder management, vendor coordination, UAT support, issue tracking, launch readiness, communications, and operational dependencies — and aligned it with downstream reporting, analytics, support operations, integrations, and post-launch ownership.
Took over and led the Chargebee implementation to modernize billing, payments, and subscription processes — work that sits at the intersection of finance, membership, chapters, operations, and member experience, requiring strong coordination across technical teams, finance stakeholders, vendors, and business users.
Assumed ownership during implementation and drove it through launch — planning, vendor coordination, stakeholder management, issue tracking, rollout planning, testing support, and executive updates — then coordinated continued rollout for chapters beyond the initial launch.
Connected to the broader CRM modernization — a CRM is only valuable if the organization can turn its data into usable insight. This work linked CRM data to dashboards and reports that could inform leadership and operational teams.
Coordinated requirements, validated reporting needs, aligned stakeholders, and ensured analytics tied into the CRM implementation; planned how dashboards and reporting would keep serving the organization through system changes, preserving existing reports, data connections, and executive needs.
Led implementation of a centralized service-management platform using HubSpot Service Hub — moving from informal support channels toward centralized ticketing, clearer service processes, and better visibility into support work, maturing toward a trackable service-operations model.
Managed the workstreams to launch — stakeholder coordination, process alignment, testing, training, communications, and rollout planning — and designed ticketing workflows to support operational teams, improve follow-up, and create accountability for requests.
Managed the MuleSoft implementation to support enterprise integration strategy. As the technology ecosystem grew, a scalable, API-led layer was needed to replace fragmented point-to-point integrations and enable cleaner data movement, interoperability, and a stronger foundation for future transformation.
Coordinated across business stakeholders, technical teams, and vendors — timelines, requirements, dependencies, and integration planning — and managed cross-platform concerns: data flows, system ownership, testing, governance, and long-term maintainability.
Managed the Auth0 implementation for stronger enterprise identity, authentication, and single sign-on. Identity is one of the most important layers in a digital ecosystem — it affects security, user experience, platform access, and integration across systems.
Coordinated delivery across technical teams, vendors, and stakeholders — implementation planning, timeline management, risk tracking, communications, testing, and launch coordination — with close attention to UX, since identity directly affects how members and staff access tools.
As part of broader identity and application-access work, supported SSO for Canva — a smaller but meaningful application-level integration that connected brand and design tooling into a more secure enterprise access model.
Coordinated the work — dependency tracking, alignment with technical teams, and managing timing against competing priorities across other concurrent implementations.
Supported the Hivebrite implementation modernizing the digital community platform — profiles, directories, events, groups, communities, content, branding, and engagement. For a global member organization, the community platform is core to how members find each other and engage beyond their local chapters.
Supported multiple workstreams — profile and directory functionality, CRM sync, SSO, API connections, events, payments, migration, training, content, branding, chapter websites, permissions, marketing setup, groups and communities, stakeholder rollout, and sub-persona experiences — plus user testing and feedback analysis to respond to real input before and during rollout.
Built an AI search prototype to help members discover relevant experiences, people, chapters, communities, and opportunities through natural conversation — a concierge-style experience giving personalized recommendations based on profile data, interests, region, language, events, and community data.
Defined the product concept, system behavior, data structure, and search logic, using a large language model as the reasoning engine over a web input connected to mock data. Worked through interpreting different query types — event discovery, people search, staff lookup, community matching, industry search, and personalized recommendations — and refined the system prompt. Introduced query-type filtering so the system selects the relevant dataset before reasoning, avoiding sending unnecessary data to the model.
As Director of Member Engagement, implemented the Tiered Membership Model — one of the most significant business-transformation initiatives I led. It challenged the traditional chapter-first model with a more digital, scalable, and immersive membership experience, letting entrepreneurs engage with the global organization more flexibly. It questioned a long-standing organizational assumption and required alignment across leadership, membership, chapters, operations, and digital experience.
Helped design and implement the model — member journey, value proposition, stakeholder alignment, digital-first onboarding, and operational implications — moving it from concept to execution and building support across teams by influencing without relying on authority alone.
Alongside the tiered model, led member engagement and loyalty work to improve retention, increase engagement, and create a more structured approach to the member lifecycle — understanding what drives member value and building programs, insights, and operating models around it.
Designed and implemented engagement strategies, loyalty concepts, and business-intelligence approaches that connected strategy, data, member experience, and operational execution.
During community-platform testing, created an AI-powered workflow to streamline analysis of user-testing feedback. Testing generates a large volume of comments, bugs, suggestions, and duplicates — reviewing it manually is slow and inconsistent.
Designed a workflow to ingest feedback and transform it into structured outputs — identifying themes, grouping similar comments, separating bugs from enhancements, summarizing sentiment, and supporting prioritization and implementation decisions. A proactive contribution that used AI to improve the delivery process itself, not as a separate initiative.
Building on the portfolio work, designed a custom Monday.com Vibe App for a more tailored, intuitive project-management experience — moving beyond standard boards and dashboards toward a purpose-built interface.
Designed the concept connecting to the existing portfolio board and presenting information more usably; defined functionality around real needs (summaries, status updates, risk visibility, sponsors, timelines, capacity, portfolio filtering); and guided technical direction on how the app should use connected data, how users interact with it, and how to display information in a cleaner, executive-friendly format.
Hands-on AI building is central to how I work. Beyond Nidl, I've built a range of independent agents and automations — turning unstructured input like voice and images into structured, useful output that plugs into the systems businesses already use.
An agent that turns a WhatsApp voice note into a structured CRM record. Speak a new lead's details and it transcribes, extracts the key fields, and creates the entry in any connected CRM — eliminating manual data entry in the field.
How it works voice note → transcription → field extraction → CRM write-back via API.
Upload photos of a space and get an instant painting quote. The tool analyzes the images to gauge scope and returns a structured estimate — built to remove the guesswork and back-and-forth from quoting paint jobs.
How it works image upload → vision analysis of scope → structured estimate output.
A family of automations that generate quotes and estimates from minimal input, built for service businesses and trades. The painter estimator is one example of the pattern applied to a specific workflow.
How it works minimal inputs → rules + AI reasoning → ready-to-send quote.
A search experience driven by plain-language queries — users ask for what they need and get relevant results without navigating filters or menus.
How it works plain-language query → intent parsing → targeted results.
A foundation spanning business strategy, computer science, and engineering — plus focused certifications, and recognition for entrepreneurship and early-stage building.
The areas I bring depth to — spanning product and strategy, delivery and operations, applied AI, and leadership and transformation.
§07 — Get in touch
Whether it's a partnership, a role, an advisory conversation, or you just want to compare notes on building with AI — my inbox is open.