Freelancers using CoPilot in Colorado Springs
Freelancers using CoPilot in Colorado Springs
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Jeffery Williams
Colorado Springs, USA
Senior Enterprise AI Architect & Operational Intelligence
New to Contra
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Senior Enterprise AI Architect & Operational Intelligence
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DealForge AI is an intelligent CRM and revenue operations platform designed to move beyond traditional contact management into AI-assisted sales orchestration and operational intelligence. The platform automatically enriches companies and contacts using public web data, press releases, LinkedIn signals, news sources, and company websites while continuously discovering additional decision-makers aligned to targeted products and services. The system combines AI-driven lead grading, opportunity prioritization, competitive intelligence, predictive sales insights, and adaptive engagement workflows to help organizations focus on the highest-probability opportunities. DealForge AI tracks historical sales behavior, objections, vertical trends, average deal characteristics, and purchasing patterns to refine lead prioritization and outreach strategy over time. Features include AI-assisted call guidance, dynamic email and solicitation scripting, multi-pass company intelligence analysis, configurable scoring models, workflow automation, Office 365 integration, executive contact discovery, and real-time sales engagement support. The platform functions as an operational intelligence layer for sales organizations, helping teams understand not only who to pursue, but how to engage them effectively based on contextual business signals and learned behavioral patterns.
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AI-driven shared delivery and logistics platform designed to help independent restaurants maximize delivery capacity, reduce idle labor costs, and create new revenue opportunities through collaborative resource sharing. The platform intelligently coordinates delivery demand between participating establishments, allowing nearby restaurants to share available drivers during peak periods while maintaining operational control, surge pricing flexibility, and delivery acceptance rules. By optimizing route utilization and balancing excess demand across local partners, restaurants can improve delivery performance without maintaining excess staffing. The system also introduces AI-assisted route commerce, enabling customers to discover and add menu items from participating restaurants along their delivery route, creating expanded ordering options, increased average order value, and commission-based cross-restaurant revenue opportunities. Focused on operational efficiency, AI-driven logistics, dynamic delivery optimization, and real-world multi-business collaboration.
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Architected and developed a complex enterprise commission management and sales compensation platform tightly integrated with Epicor Prophet 21 for a large multi-division industrial distribution organization. The platform automated highly customized commission calculations across multiple business units using configurable rule matrices based on gross sales, margin percentages, product classes, payment collection thresholds, sales goals, rebates, shipping adjustments, commission splits, and period-over-period performance metrics. The system replaced fragmented manual commission processes with a centralized operational platform featuring approval workflows, audit tracking, dynamic commission matrices, configurable overrides, role-based security, payroll integration readiness, and near real-time invoice and commission visibility. Designed for long-term scalability and acquisition growth, the architecture supports company-specific commission policies, future drag-and-drop integration mapping, and highly flexible business-rule configuration across evolving organizational structures. Responsibilities included enterprise architecture, SQL Server-based backend design, operational workflow engineering, ERP integration strategy, configurable rules-engine development, financial systems automation, data modeling, and executive operational reporting.
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AI-driven business development and operational intelligence platform developed for civil engineering and infrastructure firms. The system consolidates procurement data, municipal planning signals, funding intelligence, meeting minutes, and competitive insights into a unified decision-support platform designed to identify opportunities earlier in the lifecycle before formal procurement release. Built with integrated AI scoring, workflow automation, market analysis, GIS visualization, competitor intelligence, and executive reporting to support strategic growth, go/no-go evaluation, and operational forecasting across regional markets.
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