Streamlined the end-to-end process from sales to delivery for an AI data exchange platform, orchestrating complex automations across HubSpot, Make.com, ClickUp, Slack, and Linear — with HubSpot as the single source of truth.
Transformed a wealth management firm's sophisticated internal processes through deep business analysis, technology-agnostic process redesign, and full HubSpot implementation — delivering a system built around how the business actually works.
Restructured a Peruvian events company's internal operations by cleanly separating B2B and B2C processes, eliminating overlapping tools, and building an efficient tech stack around HubSpot, Slack, WhatsApp, and Google Workspace.
Streamlined NTHD and CDPAP operations for one of NYC's leading home care agencies — from intake to aide management — through tech-agnostic BPMN process design, department-by-department pipeline architecture, and tool consolidation, all while maintaining strict HIPAA compliance.
