This portfolio is a living document, supplemental to my resume. It's designed to showcase my solution-oriented approach and is actively evolving as I navigate the impact of AI on technology sales.
Below is a showcase of my work in solutions engineering. You will find examples of professional implementations and technical integrations that delivered measurable business impact, alongside personally designed assets like an interactive solution demo and a replicable AI workflow template. More solutions are always on the way.
This portfolio was orchestrated, not coded by hand. My solution-oriented approach was to architect a multi-AI workflow that translated a visual concept into this final product. This process demonstrates engineering solutions by identifying and leveraging the strengths of multiple models. The replicable template and overall strategy used for this workflow is available to explore below.
Explore the AI Workflow Template βSales Engineering & Technical Solution Design
Customer Discovery & Requirements Mapping
Demo Architecture & Technical Presentations
Solution Integration & Platform Expertise
Stakeholder Influence & Change Leadership
Executive Communication & Relationship Building
This demo showcases the end-to-end solutions engineering methodology I use to map customer challenges to measurable business value.
Enterprise customer implementations showcasing technical solution design and cross-platform integration expertise across multiple business-critical systems.
Delivered comprehensive executive dashboard solution for 150+ stakeholder organization, transforming project visibility from manual status meetings to real-time analytics.
Architected automated customer feedback system connecting survey data to CRM workflows, enabling instant escalation for critical feedback and executive visibility.
Designed unified workflow solution bridging development and business operations, creating seamless coordination between technical and commercial teams.
Implemented comprehensive CRM automation solution integrating Salesforce with Microsoft ecosystem, streamlining sales operations and data management.
Developed comprehensive implementation framework enabling customer teams to deploy solutions independently with minimal technical overhead.
Created modular solution templates enabling rapid deployment across multiple customer environments and business units.
Transforming Go-to-Market Operations at CCC Intelligent Solutions
CCC Intelligent Solutions needed to unify the go-to-market (GTM) process across its six distinct product portfolios. With over 150 users involved in a GTM process that touches nearly every arm of the company, the organization struggled with disparate tools and no standardized playbook. This created poor cross-functional visibility and inefficient collaboration, hindering the speed and success of new product and feature releases.
As the Solutions Consultant & Implementation Co-Lead, I conducted comprehensive stakeholder analysis for each of the six product portfolios. The solution was a custom Asana architecture built around product-specific GTM templates and workflows, not department-specific ones. This provided each portfolio with a tailored launch process while maintaining overall consistency. I then developed a phased rollout strategy and a change management program with a champion network to ensure successful adoption across the 150+ user base.
Beyond the technical implementation, I developed and managed a continuous user enablement program to ensure high adoption and enthusiasm. Key initiatives included:
Building an Enterprise Customer Intelligence Automation System at CCC
The organization was ready to implement its first unified Voice of Customer (VoC) program to support its strategic goal of accelerating the go-to-market process. Previously, decentralized survey efforts created data silos and a need for a single source of truth for NPS. Key opportunities for improvement included increasing the 6% survey response rate and establishing a real-time process for acting on customer feedback.
As the Project Lead, I championed and orchestrated the creation of the company's first-ever centralized customer intelligence system. I aligned the enthusiastic but siloed teams by providing a unified vision and a concrete plan of action. I then translated business requirements into technical specifications, architecting a seamless solution between Qualtrics and Salesforce and directing the Salesforce development team on the specific automations and layouts required to bring this vision to life.
Driving Family Business Operations & Technology Strategy
As the next-generation leadership in a multi-million dollar family business, I was an integral part of growing the business from 2 to 4 dealerships, ultimately positioning it for a successful sale to the Fields Auto Group.
Recognizing that our dealership was falling behind technologically, I proactively made the business case for significant operational upgrades. In an industry often resistant to change, I championed the investment in and co-led the implementation of modern digital tools, including electronic contracting with DealerTrack and the Darwin F&I digital sales platform. While these changes brought initial growing pains, they were critical to modernizing our operations. The successful implementation cut our deal funding time by three days, drove a 38% increase in finance office revenue, and significantly reduced the time required to finalize customer transactions.
I created a career progression pipeline (Porter β Concierge β Salesman) and made a financial guarantee to get a promising 19-year-old promoted against management resistance. He became one of our top salesmen within two years, proving that investing in potential over credentials builds loyalty and drives results.
A case study in transforming project data into strategic executive insights
Executive Blind Spots: Leadership had no real-time visibility into 40+ concurrent GTM projects. Status updates required lengthy meetings and manual data compilation, and project risks were only detected after they became critical.
Disconnected Data: Project information lived in Asana but executives needed strategic insights in familiar BI tools.
As the Integration Lead and Business Analyst, I architected an automated data pipeline from Asana to Power BI. I worked with Microsoft admins to design the API integration, collaborated with executives to develop visualizations for portfolio health, and built weekly automated reports, leading the change management for organizational adoption.
An engineered solution for orchestrating complex, multi-model AI inputs into a single, cohesive solution design.
Where applicable, all text fields in this template were populated using voice-to-text, reducing data entry time by an estimated 90% and demonstrating a commitment to rapid, efficient documentation.