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Todd B.

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.

🇺🇸Justin, United States$85/hr100% JSS5.00 (7)Since Aug 2020

Earnings and projects

MRR
$1.1k

Last 6 months ÷ 6

World#45,254 / 412k
🇺🇸Country#7,725 / 62.1k
Revenue, last 30 days
$650

Last 6 months: $6.4k

World#55,813 / 412k
🇺🇸Country#7,639 / 62.1k
Total earnings
$22k

Billed in all: $22k

World#134,594 / 412k
🇺🇸Country#22,467 / 62.1k
Per project
$1.1k

$3.2k in the last 6 months

World#114,285 / 412k
🇺🇸Country#19,473 / 62.1k
Projects, last 6 months
2
100% fixed0% hourly
World#88,922 / 412k
🇺🇸Country#11,762 / 62.1k
Projects in all
19

Across 24 contracts

63% fixed37% hourly
World#138,390 / 412k
🇺🇸Country#20,062 / 62.1k

Earnings, last 30 days

$21.9k+$650 earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$21.0k$21.5k$22.0kOct 9Oct 24Nov 8

Skill rankings: Top 10% in Microsoft Access Programming

Ranked by MRR among everyone on Upwork with the skill.

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