AI-Powered RFP Proposal Automation
Outer Image LLC
2023–2024 · n8n + AI
A full-stack system that turns RFP intake into near-finished proposals. Users upload a PDF/Excel; the pipeline extracts issuer, scope, budget and deadline, classifies the service line, matches content from an Airtable library, and generates 80–90% complete drafts exported as formatted Word docs.
4–6 hrs → under 30 min
90%+ less manual effort
$275K+ pipeline processed
n8n · OpenAI GPT-4 · Airtable · Vercel
Multi-Agent Lead Qualification
AgileDevs Consulting
2025–2026
A production five-agent pipeline — research, qualification, routing, engagement, feedback — that enriches and scores inbound leads with Apollo and People Data Labs, runs Claude analysis, and writes decisions and talking points back to HubSpot with Slack alerts.
HubSpot → score in <60s
4-dimension scoring
Self-improving loop
Python · Claude API · Apollo · PDL · n8n · Supabase · Vercel
AI Slack Triage Bot
WeSki · Travel Operations
2023–2024
A conversational state-machine bot that captures requests in Slack, verifies customer details in HubSpot in real time, parses natural language with GPT-4, and walks agents through troubleshooting — creating clean, categorized Jira tickets automatically.
Response time −60%
Zero manual entry
24/7 triage
n8n · Slack · HubSpot · Jira · OpenAI GPT-4
90-Day Post-Acquisition Integration
Confidential · Retail / eCommerce
Recent
Senior PM for a 12-workstream enterprise integration on a hard 90-day deadline: Shopify DTC to D365 F&O, EDI via SPS Commerce, Flexport 3PL, master-data migration, Amazon channel, and banking/treasury. Six concurrent vendors, formal change-control gates. All 12 workstreams live at cutover.
12 workstreams
6 vendors
100% live at cutover
D365 F&O · Shopify · SPS Commerce · Flexport
Federated Learning Health Platform
Terry Fox Research Institute
Recent
Scrum Master and delivery lead for the Digital Health Data Platform's federated learning implementation — a privacy-first AI/ML research platform. Coordinated cloud infrastructure, ML model integration, and OMOP data standardization with research scientists alongside engineers.
Privacy-first AI/ML
OMOP standardization
Research + eng alignment
Agile delivery · Cloud · ML integration · Governance
Jira Service Management Optimization
Confidential · Enterprise
2023–Present
Redesigned Jira Service Management workflows, SLA rules, and approval logic tied to Azure AD groups; integrated Microsoft Teams and Outlook for notifications; and built automation for alerts and comment restrictions on closed tickets — streamlining operations and earning repeat business.
SLA + approval redesign
Teams/Outlook integration
Repeat engagement
Jira Service Management · Azure AD · Automation rules
Atlassian Server → Cloud Migration
Confidential · Enterprise
In progress
Leading a phased migration of self-hosted Jira, Confluence, and Bitbucket to Atlassian Cloud — sequential version upgrades, a PostgreSQL database migration, data-residency configuration, and vendor-coordinated cutover. Every hop is backed by fresh database dumps and documented rollback runbooks.
16,700+ issues migrated
Zero-loss upgrade path
Full rollback at each step
Jira · Confluence · Bitbucket · PostgreSQL · JCMA / CCMA
