All project examples

CRM / Operations · PRIOR PROFESSIONAL WORK

Knowing what the portfolio already pays for

Vendor and software records inside the studio CRM, with simple flags for overlapping capabilities.

MY ROLE

I designed and added the vendor tracking structure directly in the studio CRM.

The problem

As the venture studio grew, it needed a reliable view of the vendors each company already used before adding more software.

What I did

Added vendor name, cost, contract term, owner, software category, and common features to CRM records.
Built simple overlap logic that highlighted vendor names when similar capabilities were detected.
Manually reviewed flagged tools to decide whether the additional software was necessary.

How the team used it

Keep a consistent operating view of software use across portfolio companies.
Support a human review of overlapping capabilities before another purchase.

WHAT CHANGED

Improved internal organization and visibility into portfolio software usage.

Relevant services

CONNECTED EXPERIENCE

More work to explore.

Reporting & data / Customer support

Making the real cost of support visible

Connected Zendesk activity with CRM accounts to show which customers needed more support, training, or attention.

Google Apps Script · Zendesk API · Internal CRM

CRM / Healthcare

A CRM built around how each team sells

Hands on HubSpot implementations for healthcare portfolio companies starting without a reliable sales tracking system.

Reporting & data / Operations

One view of portfolio company health

Power BI reporting that brought funding, pipeline, burn rate, and shared resource use into a useful operating view.

Power BI · CRM data · Spreadsheets

Illustrative reconstruction based on the workflow I built or managed. No client data shown.

LET'S MAKE THE WORK EASIER.

A clearer process.
A system that works.

Have a workflow that needs a better way? Start with the work that looks closest to yours.

Explore my project examples

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