An industry-wide regulator-issued safety advisory listed flagged stolen part numbers, requiring immediate compliance review from any company with potential catalog exposure.

Deployed a two-tier regulator-compliance system in under 48 hours from advisory issuance to production. Zero catalog exposure confirmed. Defensible, evidence-backed position established for leadership.

Tier 1: real-time email alerts dispatched to the affected user and Quality on any flagged-PN appearance across Quote, PO, or SO records. Tier 2: hard inventory-line block requiring serial-number verification against the regulator reference list and an attestation checkbox before save. Cross-checked all 200+ flagged part numbers against the company's 68K-record product catalog, identified 129 matches requiring active compliance flagging, and reviewed every transaction on those PNs since the start of the year. Centralized Salesforce Chatter channel established with the 600+ part reference file pinned, monitoring cadence, and direct Quality routing for any future advisories.

(2 custom fields · 3 record-triggered Flows · 1 validation rule · 4 stakeholder communications · auditable trail across Quote/PO/SO/Inventory)

Salesforce flow failures whose transactions rolled back left no logged trace, allowing silent failures to persist for weeks before surfacing as user complaints.

Eliminated silent automation failures across the org. Platform Events-based fault-handling framework guarantees error visibility even when the originating transaction rolls back, with real-time alerts to the admin and a leadership-facing observability layer.

Platform Events fire from inside the flow's main transaction; even when that transaction rolls back, the Platform Event has already left the transaction boundary and writes to a Custom Log object outside the rollback scope. A standardized global error-logic subflow gets reused across every record-triggered flow, eliminating one-off error handling. A fault alert dispatcher routes failures to the admin in real time. An observability dashboard surfaces failure rates and flow-level breakdowns to leadership.

(1 Custom Log object · standardized global error-logic subflow · automated fault alert dispatcher · observability dashboard · "Gold Standard" template for all future flow-based automation)

The executive Sales KPI dashboard depended on hand-built CSV exports re-uploaded into Power BI on every refresh, with no scheduled refresh and no live link to the source.

Migrated the executive Sales KPI dashboard from static CSV imports to a live Salesforce Object Connector. Eliminated the manual export-upload cycle and replaced a hand-built Excel tracker with a 13-query architecture powering rep-level filtering for SVP Sales and Group CFO.

13-query semantic model: 5 fact tables, 3 staging queries, 3 helper queries, 1 dimension table, 1 documentation query. Staging queries use rolling date windows so the dataset doesn't grow unbounded across refresh cycles. Power Query M normalizes salesperson names with Text.Upper and Text.Remove on both sides of joins, preventing silent revenue drops from raw casing and spacing inconsistencies. Sunday-start week boundaries align Power BI to Salesforce's relative date definitions, eliminating data misalignment on every weekly filter.

(5 fact tables · 3 staging queries · 3 helper queries · 1 dimension table · 1 documentation query · scheduled refresh · PDF/PPT export for board prep)

The executive Win Rate dashboard returned identical values across Auto-Quote and Manual Quote segments, silently wrong and invisible to anyone not reading the data model itself.

Diagnosed and replaced a silent DAX integrity flaw on the executive Win Rate measure that had produced identical (incorrect) values across quote-method segments. Status-based boolean flag restored filter context; cross-validated across 6 time periods before publication.

The original measure used TREATAS to bridge Invoice → Sales Order, with no filter path from the Customer Quote's quote-method dimension. Filter context never reached the fact table, so Auto-Quote and Manual Quote segments returned identical totals. Replacement: a boolean flag computed in Power Query on the Customer Quote object itself, eliminating the cross-table TREATAS dependency and keeping filter context local. The same investigation surfaced and resolved three additional validation issues in the same pass: a blank-dimension denominator inflation, DAX BLANK zero-suppression in matrices, and a status-level page filter that artificially produced 100% win rates by excluding open quotes from the denominator.

(4 new DAX measures · TREATAS bridge replaced with boolean flag · cross-table dependency eliminated · cross-validated across 6 time periods · 3 additional validation issues caught and fixed in same pass)

A PE-grade cybersecurity assessment kickoff for a newly-acquired sister entity required coordination across parent leadership, the sister entity's MSP partner, and the external audit firm, all while the direct manager was on PTO.

Spearheaded the kickoff. Coordinated the parent's leadership team, the sister entity's MSP partner, and the external audit firm. Secured a 24-hour extension when an upstream shipping deadline slipped, delivering four logistics items the next day and protecting both the fieldwork start date and the PE-mandated cybersecurity timeline.

Network scanner shipping for the assessment missed its deadline mid-week. Negotiated directly with the audit firm for an extension that wouldn't slip the fieldwork date, then closed the four resulting logistics items the following day. The audit firm had previously been onboarded for a separate Incident Response Plan engagement, so intake protocols and Secure Exchange were already established. Concurrent ownership of a parent-level redundancy assessment with the same audit firm and the PE sponsor, across eight participants, ran in parallel during the same PTO window.

(parent leadership · sister entity MSP partner · external audit firm · PE sponsor · 8+ participants on parallel parent-level redundancy assessment · 24-hour extension secured · fieldwork date protected)

A newly-acquired sister entity had no standardized executive financial monitoring in the months following acquisition, with the parent's CEO requesting visibility into revenue, margin, and backlog.

Delivered the first financial monitoring tool for the newly-acquired sister entity since acquisition. Two-page Power BI executive dashboard direct to the parent's CEO and Group CFO. Replaced ad-hoc spreadsheet check-ins with standardized weekly, monthly, and annual revenue and margin tracking.

Revenue page: weekly, monthly, and annual revenue and margin KPI cards, trailing 12-month trend chart, MoM variance, revenue by service type, top customers, previous business day invoiced work orders, and backlog by customer with estimated delivery schedule. Customer Detail page: drill-through with total revenue, line-item detail, revenue trend, revenue by service type, and open backlog with past-due flagging. Subsequent iteration added four KPI cards: MTD Revenue, YTD Revenue, Backlog Due This Month, Total Backlog. Backlog totals validated against operations data before publication.

(2-page Power BI executive dashboard · weekly/monthly/annual revenue + margin KPI cards · MoM variance · trailing 12-month trend · top customers · backlog by customer with past-due flagging · drill-through Customer Detail · audience: Group CEO + Group CFO)

Additional Work