Portfolio
Here you'll see examples of some of my client deliverables.
As you will see, I have a wide range of hands-on skill sets in business process analysis, mapping, web development, integration, content development, market messaging, data analytics, and financial modeling.
Dashboard design for cross-functional revenue, product, market, and customer acquisition KPIs
Examples of Work
Interactive Sales Process Visualizer
This enterprise sales process is mapped to a continuous-flywheel customer lifecycle for CLTV growth. It uses automated Microsoft Power Automate workflows and Microsoft AI Builder analytics and automations to reduce the number of salesperson touches by 49%.
Select the Salesperson, Automation, AI, Captured Data, and Critical Milestone chips to isolate functions
Select each Stage to see what occurs for each Layer
Hover over elements to show Tooltips that describe their purpose
The process flows left to right; each stage unfolds into layers. Use the filters to show only what a salesperson touches, only the automations, only the AI, only the captured data, or only the critical milestones.
What this integrated process is built to deliver
- Self-healing forecast accuracy with AI analytics
- Pipeline leakage visibility and AI diagnostics for rapid repair
- Minimize salesperson touches through automation and AI analytics
- Capture data at every step that drives analytics to management dashboards
- Modular connectivity of Sales flows to Marketing, Services, and Customer Success flows
- AI monitoring of salesperson-collected data to surface garbage data
- AI analytics of key sales strategies such as the Mutual Action Plan (MAP)
- Alignment with MEDDPICC • Challenger • Sandler • SPIN selling methodologies
- Alignment with CLTV-growth and the AISDALS/L marketing customer lifecycle
Select a Stage
Track 3: Close-probability prediction
Every sales leader asks two things of a deal: will it close, and when? Track 3 learns from your own history of won and lost deals to score each open opportunity's probability of closing, and keeps the forecast honest as conditions change, so the number you commit to reflects evidence rather than optimism.
That accuracy is earned, not switched on. With too few closed deals the model is only directional; it becomes dependable around a thousand closed deals, as the chart shows. Reliability zones: insufficient below ~50, directional in between, dependable at ~1,000 and above.
Reference: Integrating Sales Processes and a CLTV-Focused Customer Lifecycle · authgnosis.com.
Roadway Lighting and Smart Lighting Controls Analysis
I developed a detailed cost-benefit model to accurately assess:
- Current-state of municipal streetlighting operating costs and GHG footprint
- Pre- and post- operating costs and GHG footprint of LED retrofit projects
- Pre- and post- operating costs and GHG footprint of smart lighting controls projects
- The impact of the effects of dimming on streetlight asset lifecycles
- This model uses municipal Open Data streetlight assets, ANSI RP-8 roadway classification and dimming standards, and the specific utility rate plan for each city to accurately assess costs and benefits.
It also adapts to self-financed budget appropriations, bond issues, or energy services contract financing options.
Cost-Benefit Analysis of Smart Lighting Controls
SEO / AEO / GEO Analytics
This live Microsoft Dynamics 365 dashboard – the SEO / AEO / GEO Health board – tracks how discoverable Authgnosis is across traditional search, AI answer engines, and generative engines.
- What it measures – organic keyword rankings and estimated traffic against a set of competitors, Google Search Console impressions and average position, referring domains, on-page score, and homepage Core Web Vitals (LCP), plus AI mentions and generative-engine citations that gauge AEO and GEO visibility.
- How it is measured – a weekly automated agent built with Claude Code pulls Google Search Console, DataForSEO, and PageSpeed data, writes a snapshot to a custom Dynamics 365 table, and surfaces it as the trend charts and peer benchmarks shown here.
- Why it matters – it brings ranking, authority, technical health, and AI-citation presence into one view: the early signal demand-generation and RevOps teams need as discovery shifts from links to AI answers.
Microsoft CRM SEO/AEO/GEO Dashboard
Performance Dashboard Design
Performance Dashboard Design
I designed this KPI performance tracking dashboard to illustrate:
- Top level revenue KPIs
- Revenue KPIs
- Product and Community-based marketing signals
- Customer Success metrics
- Organizational KPIs
- Forecast Health tracking
- Reporting
- AI-based data analytics
Balanced Scorecards are generated from Settings options that define company goals and objectives.
Marketing Collateral Design & Development
I designed and created the product catalog and all of the content within it in Adobe InDesign using Adobe Illustrator, Pixelmator Pro, SketchUp 3D, and LucidChart.
Features include:
- Hyperlinking table of contents to sections
- Creating reusable categorized media library to enable team-based maintenance and readability
- Structured formatting for scalability with new products
Product and Solutions Guide Design
Website Design & Development
Website design/build project
I designed, co-developed, maintained, and created all of the content for this client's website for Smart City IoT solutions.
The site runs on WordPress and I used the Divi CMS for building the site.
Site traffic, search click-through, and content engagement are up over 1,500% year over year as of February 2026.
Competitive Analysis
I continuously monitored and maintained product functional scope changes among 12 market competitors.
Through research and freedom of information requests, I was also able to monitor competitor's pricing strategies.
The model uses a weighting so that for any competitive bid, we could quickly assess over 40 different functional attributes x 12 competitors for any specific bid requirements and determine:
- Our probability of success
- The effects of pricing and functionality vs bid scoring methodology
This enabled us to decide whether to pursue a public tender, what our pricing strategy should be, and respond to changes in our competitive landscape.
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Public Tender Design and Analysis
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I created this bid scoring analysis after writing and submitting an RFP on behalf of a client.
I used a competitive analysis model I had created earlier to predict our bid score ±5% and a #1 or #2 position out of 10 vendors.
We were surprised that we had not been invited to the short-list bidders meetings, or had been awarded the contract.
I submitted a freedom-of-information request to collect the city's bid scoring data and competitor responses. My further analysis showed that we had submitted the top-scoring bid.
After discussions with the city, they offered a significant monetary settlement and an admission they had failed to properly award the bid.
Technical Diagram Design
This is a wiring diagram I created in LucidChart during the development of an installation and user guide, and as an insert into a technical specifications cutsheet.
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GIS Modeling
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This is a a GIS (Geographic Information System) model developed to optimize the placement of sensors.
The model uses customer asset inventory and location for accuracy.
The outcome of this model was:
- Validation of project costs
- Rapid generation of accurate price quotes for projects of any size
- Adapts to any customer environment using open data or structured internal asset inventory
3D Modeling
I developed this 3D model using Trimble SketchUp 3D to create a series of illustrations.
These images were used to help customers visualize the aesthetic impact of a deployed product.
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