Work

Selected case studies across enterprise AI, custom software, and technology modernization.

Client names are anonymized where required. Specifics, references, and additional engagements available under NDA.

— CASE 001

National Retail Brand

Retail · Multi-site 40,000+ employees 29 states

Embedded fractional leadership · 6 months

Enterprise AI program — zero to 40+ initiatives in six months.

Brought in to build the enterprise AI program from the ground up — strategy, governance, workforce enablement, and delivery — across Legal, Finance, Marketing, HR, and Field Operations.

Results
  • Scaled from zero to 40+ active AI initiatives in under six months
  • Deployed a company-wide AI assistant driving 15% average productivity gain across the workforce
  • Cut legal lease review cycles from 30+ days to 5 — a 6× improvement in turnaround
  • Enabled marketing to reduce ad production time from 6+ weeks to 2 weeks with 20% lower campaign cost
  • Established enterprise AI governance: PoC lifecycle, AI Champion model, TRB review pathways
  • Architected an AI-driven site scoring platform combining demographics, competition, and growth signals into a transparent 0–100 model
— CASE 002

Specialty AEC Manufacturer

AEC · Manufacturing 300+ employees ESOP · Arizona

Director of Artificial Intelligence · ongoing

Building an enterprise AI program from the ground up at a 300-person AEC manufacturer.

Built the enterprise AI program from the ground up — owning strategy, governance, workforce enablement, and production delivery — shipping AI tools across the organization while embedding AI capability across the leadership team.

Results
  • Authored and implemented enterprise AI governance framework, intake process, and review structure
  • Deployed an AI-powered financial reporting assistant for the CFO with full data governance and auditability
  • Shipped a three-stage meeting notes risk analyzer grading liability exposure across 7 categories and generating defensible rewrites
  • Built and deployed an ESOP knowledge application giving the workforce on-demand access to employee ownership information
  • Launched company-wide AI 101 training and a position-specific AI learning platform
— CASE 003

NoteShield

Product · SaaS AEC vertical Live commercial

Desert Apex Solutions flagship product

AI risk analysis for construction documentation.

Three-stage AI pipeline that analyzes construction field and PM meeting notes for legal liability exposure, grades risk across 7 categories, and generates professionally rewritten documentation with subcontractor protection language.

Results
  • Live commercial SaaS — noteshield.app
  • Concept-to-production build in approximately 60 hours
  • Deployed in active use within enterprise AEC operations
  • Demonstrates Desert Apex Solutions' end-to-end product development capability
Visit noteshield.app
— CASE 004

National Retail Brand

Retail · Real Estate Custom AI Platform

Custom AI platform development

AI site scoring & location intelligence platform.

Architected a multi-factor scoring engine combining demographics, competition, growth signals, and retail co-location data to support rapid national expansion decision-making.

Results
  • Transparent 0–100 scoring model with executive-ready Green/Yellow/Red recommendations
  • Automated data ingestion and executive brief generation, eliminating manual analysis cycles
  • Transformed site selection from a multi-week analyst process into a scalable, data-driven capability
— CASE 005

National Retail Brand

Retail · Marketing RAG · Multi-model

Custom AI platform development

AI-powered marketing content generation platform.

Next-generation AI content platform enabling fully branded, multi-channel marketing generation at scale — open-weight LLM architecture, RAG-based brand voice enforcement, and a multi-model ensemble pipeline.

Results
  • 16+ platform-specific content variations per campaign generated in seconds
  • Cut ad production time from 6+ weeks to 2 weeks
  • Reduced campaign costs by 20%
  • Established the foundation for an internal AI creative studio, reducing agency dependency
— CASE 006

Utility Provider

Utilities Customer Experience

Custom development & content design

Knowledge base & help center implementation.

Developed a customer knowledge base and in-depth help center for the launch of a new digital product — content architecture, authoring, and platform implementation.

Results
  • Knowledge base articles deflected an average of 25% of customer support cases
  • Help center rated 4.5 out of 5 stars by customers in feedback
  • Improved product user satisfaction and reduced agent workload
07 / Selected history

Additional engagements across the team's career.

A condensed view of supporting work that informs how we operate today.

Retail · AI Platform

CFO Financial Reporting Assistant

"No hallucination" framework for grounded executive briefings, MD&A drafting, audit committee materials.

Retail · Enablement

Enterprise AI Training Program

Seven-module curriculum, enterprise tool guardrails, hands-on AI literacy training rolled out company-wide.

Retail · Data Pipeline

Email Monitoring & Data Extraction

Gmail/Microsoft 365 integration, structured extraction to SharePoint, scalable from pilot to enterprise.

Sports Tech · Product

Gridiron AI

AI-powered defensive play-grading platform for high school football programs — real-time tracking, success rate analysis, opponent tendency modeling.

Automotive · AI Product

ALEX — Lead Nurturing System

AI lead nurturing for an automotive dealer network — autonomous conversation sequences and intelligent appointment booking for vehicle acquisition.

Fintech · 3.5 years

Aurora Payments

Built Shared Services org; launched first SaaS product (0→1,000+ customers in 6 months); led three M&A integrations; built PMO from scratch; oversaw payment gateway development.

Maritime · Infrastructure

Keelson / CMA-CGM Terminal

Global marine shipping terminal modernization — GPS/RTLS upgrade, Terminal OS modernization, cybersecurity, field automation for heavy equipment.

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