Todd B.
Operational Intelligence | Excel/Sheets | AI-Augmented Reporting
I build operational intelligence systems for healthcare practices, field service companies, and growth-stage businesses that are running their operations on spreadsheets they've already outgrown. My clients typically come to me after their reporting tells them what happened but never why — and after they've realized that fixing that gap requires someone who understands both the data and the business it's describing. Recent engagements: Healthcare Practice Intelligence Platform — Multi-provider OB/GYN practice. AI-powered analytics dashboard replacing manual monthly reporting. Live Claude API integration generates severity-rated, dollar-quantified operational findings in real time. Surfaced $187K in annualized revenue opportunity from a single provider's case mix pattern that standard EHR reporting had never flagged. Live demo: northview-dashboard.replit.app Field Service Performance System — HVAC company running on ServiceTitan data. No-VBA technician scorecard tracking revenue per tech, callback rates, productivity metrics, and profit estimates. Automated Insights tab surfaces top performers and quantifies losses against configurable targets. Full walkthrough: youtu.be/EQRst78ZFzs Construction Budget & Payment Intelligence — Custom home builder. Preliminary budget and payment schedule tool consolidating project cost categories, automating milestone calculations, and giving ownership a clean financial picture at every stage of a build. Full walkthrough: youtu.be/eM7jdOOnAbo Bid Estimator Enhancement — Commercial interiors firm (undisclosed). AI-augmented estimating platform currently in Phase 1 delivery. $8,100 engagement scoped across three phases. Who I work best with: Healthcare operators, PE-backed practice groups, and field service companies where reporting quality directly affects clinical, operational, and acquisition decisions. Founders and operators who know their data is telling a story they can't quite read yet. Finance and operations leaders who need someone who understands the domain behind the numbers — not just the formulas. What makes my work different: I spent 16 years as a certified anesthesia technician in hospital operating rooms before transitioning to analytics. I understand how clinical decisions create data, how that data drives billing, and where the gaps between the two hide the most expensive problems. That context doesn't come from a spreadsheet. My stack: Excel, Google Sheets, Python, VBA, Apps Script, SQL, PowerBI — and AI-augmented analytical pipelines using Claude, ChatGPT, and Gemini that generate real operational findings on real data, not template commentary. How engagements work: Diagnostic Assessment (1-2 weeks, $1,500-$2,500) — I map your current reporting stack, identify the top friction points, and deliver a prioritized remediation plan with dollar-quantified opportunity estimates. Most clients use this as the on-ramp to a larger build. Focused Build (2-4 weeks, $3,500-$8,500) — I rebuild a specific reporting surface end-to-end. Practice intelligence dashboard, operational KPI system, field service performance tracker, financial model. Intelligence Platform (4-8 weeks, $8,500-$20,000) — Full rebuild of a reporting workflow with AI analyst integration, handoff documentation, and user training. For smaller or exploratory work, hourly engagements are available at $85/hr. Currently: Independent consultant working with two to three clients at a time across healthcare analytics, field service operations, and growth-stage business intelligence. If your team is spending days on reports that should take hours — or your operational data is telling you what happened without explaining why — that's the problem I solve.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $6.4k
Billed in all: $21,891$22k
$3.2k in the last 6 months
Across 24 contracts
Earnings, last 30 days
Skill rankings: Top 10% in Microsoft Access Programming
Ranked by MRR among everyone on Upwork with the skill.
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