Six pieces of work showing how I approach operations problems: finding what's wrong in financial and customer data, cleaning up records, and writing down the processes that keep it from happening again.

All samples use fabricated data. I don't publish client work, even anonymized, so every company name, figure, and record below is invented. The structure, formulas, and reasoning are the same as I'd apply to real work.

BILLING AND REVENUE AUDITS

SUBSCRIPTION RECONCILIATION

CRM CLEANUP (FOR OPERATIONS TEAMS)

KNOWLEDGE BASE RESTRUCTURE

KNOWLEDGE BASE BUILT FROM SCRATCH

PROCESS DOCUMENTATION

How I handle access, credentials, and changes to your records is set out under How I Work on the How I Can Help page.