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Operations Manual & SOP Framework Development
I designed a comprehensive SOP and operations documentation framework for a growing organization that needed to move critical processes out of individual knowledge and into a structured, repeatable system.
I developed a standardized SOP architecture covering areas such as governance, program operations, finance, development, marketing, volunteers, technology, and administrative processes. Each procedure was structured around clear ownership, triggers, required documentation, step-by-step workflows, decision points, quality controls, timelines, and measurable outcomes.
I also created reusable templates and an organized documentation structure so new processes could be added consistently as the organization grew. The result was a centralized operational knowledge system designed to improve continuity, accountability, onboarding, and scalability.
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Another project in progress.
Focused on creating a clean, modern experience where every detail has a purpose. creating a clean design, strong user experience, and a layout that feels intentional from start to finish.
Every detail matters, and I’m excited to see this project come together.
📊 Centralized HubSpot CRM Sales Pipeline & Performance Dashboard
When sales data is scattered across multiple spreadsheets and automation tools, business owners struggle to track their active deals, monitor representative performance, and forecast monthly revenue.
I configured and deployed this custom HubSpot CRM architecture to act as a single source of truth for an active sales team, directly connected to automated backend pipelines.
Key Architecture Features Built:
• Structured Deal Stages: Created customized pipelines tracking leads smoothly from "Inbound Inquiry" to "Qualified Assessment" to "Contract Signed."
• Real-Time Data Aggregation: Synced custom dashboard reporting cards that automatically update numbers when backend Make.com or API automations trigger.
• Executive Performance Reports: Set up high-level summary charts showing total active deal values, conversion rates, and pipeline health at a single glance.
The Result: Full pipeline visibility for management, zero lost deal tracking, and an organized sales team that knows exactly which customer to follow up with next.
Here’s the architecture of Orchestra, the AI coding agent I’ve been building.
Had to pause it after running out of API credits
but I’ll continue soon.
Take a look and give me your feedback , what am I missing or what would you improve?
