Portfolio

Customer Success Engineering

Frameworks, methodologies, and solutions I've built to help SaaS companies succeed.

50+

Customer Onboardings

100+

Automations Built

1000+

Hours Automated

Specialty #1

Technical Onboarding Frameworks

Structured approaches to getting customers from signup to success.

📋 Discovery & Planning

  • • Requirements gathering
  • • Success criteria definition
  • • Timeline & milestone planning
  • • Stakeholder alignment

🔧 Configuration & Setup

  • • Platform configuration
  • • Integration setup
  • • Custom workflow design
  • • Testing & validation

🎓 Training & Handoff

  • • User training sessions
  • • Documentation creation
  • • Admin enablement
  • • Success check-ins

Specialty #2

Data Migration Projects

Seamless data transitions from legacy systems to modern platforms.

Migration Methodology

Phase 1: Assessment

Data audit, field mapping, validation rules, and scope definition.

Phase 2: Preparation

Data cleansing, transformation scripts, and staging environment setup.

Phase 3: Execution

Incremental migration, real-time validation, and rollback procedures.

Phase 4: Verification

Data integrity checks, user acceptance testing, and sign-off.

Specialty #3

Automation Solutions

Custom workflows that eliminate repetitive tasks and reduce human error.

n8n

n8n Workflows

Self-hosted automation platform for complex, enterprise-grade workflows.

API Integrations Data Pipelines AI/ML Workflows
Zapier

Zapier Automations

Quick, reliable automations for common SaaS tool connections.

CRM Sync Lead Routing Notifications
Make

Make.com Scenarios

Visual automation builder for complex, multi-step processes.

Document Processing E-commerce Reporting
🐍

Custom Scripts

Python and JavaScript solutions for unique automation needs.

Data Processing API Wrappers Batch Jobs

See these in action

Explore detailed case studies showing real results from real projects.

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