Where Salesforce Data Becomes Executive Decisions.
Salesforce + Power BI builder inside a PE-owned portfolio company. Board-grade dashboards. Audit-grade automation.
Salesforce + Power BI is the rare combination. PE-owned portfolio company, multi-entity, post-acquisition integration tempo. That’s the rarer environment. The two together is where the work lives.
On the Salesforce side: declarative-first across two managed packages (AvSight + Accounting Seed). Junction objects bridging packages with no native shared object. Custom report types spanning Quote → SO → Invoice. Record-triggered flows with Platform Events-based fault handling so silent failures stop being silent. Four Salesforce certs back the breadth. The work goes past what the certs cover.
On the Power BI side: semantic-model rigor over chart-making. Live Salesforce Object Connector pipelines, not CSV imports. DAX patterns that catch their own integrity flaws. Workspaces governed by entity and audience. Board-grade dashboards for SVP Sales and Group CFO; first standardized analytics for a newly-acquired sister entity. First financial monitoring tool since acquisition.
The operating tempo: a regulator-issued safety advisory in production as a two-tier compliance system in under 48 hours. PE-grade cybersecurity audits coordinated under principal-PTO. The work is dense; the calendar requires it.
Selected Work
Regulator Compliance in <48 Hours
Deployed two-tier regulator-compliance system in <48 hours from advisory issuance to production. Tier 1: real-time alerts on flagged-PN appearance across Quote/PO/SO. Tier 2: hard inventory-line block requiring serial verification + attestation.
(2 custom fields, 3 record-triggered Flows, 1 validation rule, full auditable trail.)
Enterprise Resilience Framework
Eliminated silent automation failures across the org. Platform Events-based fault-handling framework. Every flow logs errors even when transactions roll back.
(Custom Log object, standardized global subflow, real-time alert dispatcher, observability dashboard.)
Sales KPI Pipeline Rebuild
Migrated Sales KPI data pipeline from static CSV imports → live Salesforce Object Connector. 13-query architecture (5 fact tables, 3 staging, 3 helper, 1 dimension, 1 documentation). Eliminated manual export-upload cycle.
Silent DAX Flaw, Surfaced
Identified silent DAX integrity flaw. TREATAS bridge with no filter path produced identical (incorrect) values across quote-method segments. Replaced with status-based boolean flag, restoring filter context. Cross-validated across 6 time periods.
PE Cybersecurity Audit Kickoff
Spearheaded PE-grade cybersecurity assessment kickoff for newly-acquired sister entity while direct manager on PTO. Coordinated PE board, MSP partner, and external audit firm. Secured 24-hour extension; protected fieldwork start date and PE-mandated cybersecurity timeline.
Post-Acquisition Analytics
Delivered first standardized executive analytics for newly-acquired sister entity. First financial monitoring tool since acquisition. Revenue + Customer Detail pages with MTD + trailing 12-month trends, MoM variance, top customers, backlog by customer with past-due flagging.
Stack
Salesforce
- Salesforce
- AvSight
- Accounting Seed
- Gearset
Power BI
- Power BI
- DAX
- Power Query M
- Semantic Model