Systems Builder · Revenue & Operational Scale
I turn messy workflows into
systems that drive revenue
and scale.
I identify where systems break, automate what matters, and turn it into repeatable advantage.
$250K+
YoY Revenue Driven
2+ FTE
Engineering Capacity Recaptured
3-4 Wks
Vendor Onboarding (was 3-6 Months)
+27%
Activation Rate Increase
Start Here
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What I Help Companies Fix
The problems I solve are structural,
not cosmetic.
Fragmented data across systems
Teams spend cycles reconciling conflicting sources instead of acting on them.
Manual workflows slowing order-to-cash
Each manual touchpoint is a hidden tax on ARR that compounds as you scale.
No real-time visibility into orders, payments, and customer activity
Your team is always behind the problem, never ahead of it.
One-off integrations that limit scalability
Every new vendor becomes a 3-6 month engineering project before growth is even possible.
Disconnected identity, billing, and access systems
Access errors alone drive 25-35% of support volume, a headcount cost hiding as a technical problem.
How It Works
A Repeatable Approach
Three proprietary frameworks. One repeatable doctrine. Applied across banking, fintech, government, and B2B SaaS.
Pillar 1
The Psychology
Onboarding & Retention
The math is precise: a flawless first session produces 40% return probability; by the third, you're at 70%+. I design every onboarding system around this threshold model, not a checklist.
Zero-Friction Entry
Suppress every non-essential prompt. The experience sells the return.
The Precision Win
A personalized next-best-action based on what they just did. Timing is the product.
Habit Lock
A feature unlock or milestone reward, the moat is built before they know they're inside it.
"You have to market to three visits, not one."
Evidence
+27%
Activation lift
Tend onboarding
+12%
Direct deposit
USAA Visit 2
Pillar 2
The Mechanics
Tiered Persona Model
Automating Tier 1 (middle-men) to accelerate value delivery to Tier 2 (end-users) and Tier 3 (vendors), removing the friction that fragments every B2B platform.
The Middle-Men
Automating Tier 1 workflows is the highest-leverage move in any B2B platform.
The End-Users
Every hour saved in Tier 1 is velocity returned to Tier 2.
The Vendors
When vendor onboarding becomes a trigger, not a project, the platform becomes the industry's default operating system.
"I remove Tier 1 from the loop to accelerate Tier 2's velocity."
Evidence
90%
Email reduction
iPROMOTEu
3-4 Wks
Vendor onboarding
Was 3-6 months
Pillar 3
The Innovation Engine
Cultural Ecosystem Design
Innovation isn't a function, it's an ecosystem. Success requires moving from "Pass/Fail" to "Graduate/Remediate" to protect the contributor's psychological safety.
Graduate / Remediate
"Remediate" tells the contributor: your idea has merit, here is exactly what it needs to advance.
The Echo System
The same insight surfaces to the Airman facing it at another base, in days, not years.
Ecosystem Positioning
You can't build a feature set for a platform whose role in the ecosystem you haven't defined.
"Volume without evaluation capacity is a liability, not a feature."
Evidence
2×
Review throughput
U.S. Air Force
30-40%
Rework eliminated
Per release
Pillar 4
The State Machine
Compliance as Architecture
KYC, MFA, address verification, every compliance requirement is a state transition. Resolve it at the architecture level and you eliminate an entire class of rework.
The Static Flow Trap
Tend's KYC produced 30-40% rework per release. Same root cause: state treated as a feature.
The State Machine Fix
Centralize identity signals into a single real-time model. The system never asks users to re-prove what they've already proven.
The Compounding Return
+27% activation, 100% MFA adoption, $250K/yr saved, all from one architectural decision.
"Compliance is a state problem, not a feature problem."
Evidence
+27%
Activation lift
Tend KYC
100%
MFA adoption
Zero friction
The Approach
Signal.
Context. Action.
Normalize the data, extract the signal, add context, design the decision layer. From USAA to iPROMOTEu, the throughline is platform thinking: build once, scale everywhere.
Read My Story
How I Work
The Day 1-180
Optimization Playbook
Every engagement follows the same three-phase structure: set the tone, build the habit, create the advantage.
Signal that this engagement is different
I map the revenue leaks before writing a single requirement, producing a ranked intervention backlog with business-outcome translations for each.
Deliverable
Revenue leak map + ranked intervention backlog
Evidence
PromoStandards audit identified $150K-$275K in recoverable annual cost savings before a single API was touched.
Deliver a quick win that proves the model
I remove the highest-cost manual touchpoints first, a targeted intervention designed to produce a measurable outcome within 60 days.
Deliverable
First automated workflow live + baseline metrics established
Evidence
USAA's 90-day trigger system increased direct deposit enrollment 12-15% within the first measurement window.
Build the system that makes switching expensive
I scale the automation into a platform capability that compounds over time, vendor integrations that took 3-6 months now take 3-4 weeks, and switching costs grow with every workflow added.
Deliverable
Ecosystem Dominance: platform becomes the default operating system for the industry
Evidence
iPROMOTEu's vendor integration framework scaled supported suppliers 2-3x with no additional engineering headcount.
Three phases. Measurable outcomes at each. Applied to every platform engagement.
Read the White PaperBackground
I optimize platforms.
Not just build features.
I'm a Systems Builder who optimizes platforms for revenue and operational scale, $250K in YoY revenue at USAA, 2+ FTE recaptured at iPROMOTEu, 27% activation lift at Tend. The pattern is always the same: fragmented data, broken workflows, decisions made without context.
Full Story$250K
YoY Revenue USAA Onboarding
2+ FTE
Capacity Recaptured iPROMOTEu
$250K
YoY Saved Address Verification
27%
Activation Lift Tend KYC
Thought Leadership
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