ServiceTrade Operations Hub
Replaced a multi-day spreadsheet and macro commission process with a portable Python operations hub around ServiceTrade, payout review, dashboards, and accounting handoff.
Case Stories
Every project represents a challenge tackled and a solution delivered. Real businesses, real constraints, and real outcomes.
Replaced a multi-day spreadsheet and macro commission process with a portable Python operations hub around ServiceTrade, payout review, dashboards, and accounting handoff.
Rebuilt the company’s software onboarding around Asana, ServiceTrade, and a custom Python operating layer so teams could stop managing work through manual admin, spreadsheets, and disconnected handoffs.
Built a read-first QuickBooks review workflow for church finance cleanup, CPA response packs, reconciliation analysis, and controlled follow-through instead of risky ad hoc edits.
Rebuilt bookkeeping cleanup around bank-feed truth, statement evidence, and controlled QuickBooks actions so finance work could move from guesswork to a defensible operating plan.
Replaced workbook-dependent costing with a hosted internal cost engine for recipes, labor, vendors, purchasing, lots, and pricing decisions.
Unified a split commercial and residential web presence into one WordPress and Elementor system with clearer division paths, migrated content, and a maintainable operating model.
Built an evidence-first investigation system that linked operational, financial, shipping, and catalog records into one searchable casebook for regulated sales audits.
Reworked WooCommerce cost data, BOM preparation, and inventory-readiness with auditable CSV flows instead of blind bulk edits.
Turned messy inventory spreadsheets into a Django and Postgres platform with raw staging, lineage tracking, Woo imports, and admin-first CRUD.
Automated RV inventory sync and feed generation between listing and dealer platforms while preserving a headful, human-in-loop flow for 2FA, CAPTCHA, and UI-only steps.
Built a WordPress marketplace with Asana mirroring, membership gating, payouts, Elementor widgets, and admin tooling instead of a simple listing site.
Built a WordPress-based operations platform for grooming workflows with custom tables, admin CRUD, a live board UI, and a domain-specific data model.
Large codebases become easier to reason about when files, routes, imports, and evidence-backed relationships are turned into a queryable graph. A better inspection surface cuts onboarding time for both human developers and AI agents.
Agent orchestration stops being a prompt problem once recurring runs need queue control, restart boundaries, logs, and human handoff. The real runtime challenge is operational visibility, not another clever prompt.
Complex catalogs break when product families, rules, SKUs, and price books are managed through scattered sheets and ad hoc edits. WordPress can host a governed product data layer when the underlying model is treated like software.
A Webflow-to-WordPress migration should rebuild content structure, templates, and editor control, not just clone the old design. The payoff is a real estate site the team can actually operate after launch.
Mailbox-to-CRM work improves when Microsoft 365 email is staged through Microsoft Graph ingest, filtering, review, and export instead of one blunt import. Structured contact intelligence reduces noise before records ever hit CRM.
WordPress site work becomes safer when WP-CLI, backups, cache behavior, Asana task state, and handoff rules are treated like one operating system. Agent rituals reduce rediscovery and make recurring site operations more reliable.
A church archive becomes searchable when YouTube transcripts, website content, and structured metadata are pulled into one retrieval layer. Better search comes from grounded content structure, not from a smarter search box alone.
YouTube channel operations scale better when OAuth, transcript sync, prompt templates, and AI-assisted metadata live in one console. A shared system beats managing titles, descriptions, and transcripts across disconnected tools.
Amazon order history export only becomes reliable when 2FA, real browser state, and session reuse are treated as first-class constraints. Chrome DevTools Protocol and human-in-loop checkpoints beat brittle fake-login automation.
A real wholesale quote workflow on WordPress needs account approval, protected pricing, revision history, and clean quote-to-order conversion. The system works when WooCommerce and custom workflow logic are treated like an application, not a form.
AI-assisted teams break down when decisions, task state, and repo context disappear between sessions. Durable memory turns agent work from isolated prompts into repeatable operations.
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GPT CLI becomes operationally useful when it works inside repo rules, task state, QA ritual, and durable context instead of floating free as a clever prompt surface.
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Currently accepting new engagements