PROVEN RESULTS

Real operational improvements. Measurable business impact.

A selection of operational redesign, automation, workflow transformation, and process improvement initiatives that improved performance, reduced manual effort, and delivered measurable business results.

$6M+
Annual Revenue Recovery
CHARGEBACK PROCESS TRANSFORMATION

Standardized and redesigned a fragmented dispute process that was driving revenue loss and inconsistent outcomes.

Partnered across operational and technical teams to redesign the chargeback dispute workflow, standardize submission logic, improve documentation quality, and reduce operational inconsistency across high-volume financial disputes.

Standardized case-building and submission workflows
Reduced manual rework and inconsistent dispute handling
Improved operational visibility and dispute quality
160+
Labor Hours Eliminated Weekly
RETURNED PAYMENT AUTOMATION

Automated a high-volume returned payment workflow that was consuming significant manual operational capacity.

Worked alongside operational and technical teams to redesign returned payment handling processes, implement automation logic, reduce manual exceptions, and improve processing consistency at scale.

Eliminated repetitive manual processing work
Improved operational consistency and exception handling
Recovered approximately 4 FTEs in operational capacity
48%
Revenue Growth
AI-ENABLED LEAD LIFECYCLE SYSTEM

Built a structured operational lead management system that improved visibility, follow-up consistency, and conversion performance.

Designed and implemented a Monday.com-based operational lead lifecycle system with automation, task routing, referral tracking, AI-assisted workflows, and structured pipeline visibility.

Improved lead visibility and follow-up accountability
Reduced manual coordination and tracking effort
Created scalable operational workflow infrastructure
50→150
Team Scaling During Integration
POST-MERGER OPERATIONAL INTEGRATION

Standardized workflows and operational structure across merged organizations during rapid scaling.

Helped redesign operational processes, align workflows, standardize procedures, and improve operational consistency during organizational integration and rapid team growth.

Standardized operational procedures and workflows
Improved onboarding and process consistency
Supported scalable operational growth during integration