Projects

Applied tools for operations, analysis, and workflow improvement.

A focused collection of static project summaries covering sales operations, dashboards, economic analysis, AI workflow support, and finance product concepts.

Sales Operations / Excel Dashboard

Quote & Project Management Dashboard

In Development

Problem

Sales and project teams need better visibility into quotes, bidders, active bids, quote status, project value, and outside sales follow-ups.

Solution

An Excel-based dashboard using structured project data, dynamic lists, KPI summaries, follow-up tracking, and project-level reporting.

ExcelDynamic arraysDashboard designData cleaningSales operationsKPI designProject tracking

Economic Analysis / Business Intelligence

Canadian Regional Economic Intelligence Dashboard

Planning / In Development

Problem

Economic pressure varies by region, but people often lack a clean way to compare cost of living, inflation, housing, and income conditions across Canada.

Solution

A dashboard concept that tracks regional economic indicators and presents them in a practical, decision-friendly format.

Economic analysisData sourcingDashboard planningPower BIAPIsPythonRegional comparison

Workflow Improvement / AI Operations

Inside Sales Representative AI Prompt Manual

Drafted

Problem

Inside sales representatives handle repeated workflows involving RFQs, sourcing, supplier emails, quote comparisons, and customer responses.

Solution

A structured AI prompt manual to help inside sales teams draft emails, analyze requests, compare quotes, source products, and improve workflow consistency.

Workflow mappingPrompt engineeringSales operationsDocumentationRFQ supportBusiness communication

Finance / Product Concept

Mock Portfolio & Investing Sandbox

Concept

Problem

People may want to test trading strategies and portfolio decisions before using real money.

Solution

A simulated investing app concept where users can mock trades, build sample portfolios, and evaluate performance using APIs and market data.

Product planningFinance conceptsAPI planningPortfolio logicUser workflow design