Michael D.

Your business doesn't need more software. It needs systems that work. I design, build, and troubleshoot business systems that connect your processes, CRM, workflows, automations, and reporting. Whether you're dealing with broken automations, disconnected systems, manual processes, unreliable CRM workflows, or operations held together by spreadsheets, I help determine what should happen, where it should happen, and how the systems should work together. I'm a PMP-certified Business Systems & Automation Consultant with 20+ years of business and financial-services experience, 10+ years in project management, and hands-on experience designing operational systems, workflow automation, SaaS applications, APIs, and integrations. HighLevel / CRM Automation ✔ HighLevel workflow design & troubleshooting ✔ CRM pipeline & opportunity automation ✔ Lead intake, qualification & routing ✔ Calendar & appointment workflows ✔ Email/SMS workflow troubleshooting ✔ Forms, surveys & follow-up automation ✔ API, webhook & OAuth integrations ✔ Make & Zapier integrations ✔ Workflow testing & diagnostics ✔ Existing system cleanup & optimization I can step into an existing HighLevel environment to diagnose why something isn't working, repair an unreliable workflow, or design the complete process from lead intake through follow-up, scheduling, pipeline management, and reporting. Business Systems & Process Automation My work goes beyond configuring software. I start with the business process. I've designed systems supporting project management, financial services, mortgage operations, construction, healthcare, manufacturing, nonprofits, marketing operations, and professional services. Solutions have included: ✔ Intake & approval workflows ✔ CRM & lead-management systems ✔ PMO & project portfolio systems ✔ Executive & operational dashboards ✔ Resource & capacity planning ✔ Budget & cost management ✔ Automated notifications and escalations ✔ Cross-platform integrations ✔ Business process redesign Smartsheet Expertise I'm a Smartsheet Aligned Certified Solution Professional and Core Product Certified consultant with extensive experience designing complex Smartsheet environments, including: ✔ Control Center ✔ DataMesh ✔ Cross-sheet architecture ✔ Portfolio management ✔ Executive dashboards ✔ Workflow automation ✔ Resource planning ✔ Intake and approvals ✔ API & external integrations Selected Results • Reduced manual operational work by 75% • Cut recurring daily processes from 2 hours to approximately 20 minutes • Built enterprise workflows supporting 3,000+ monthly transactions • Standardized project delivery across multiple departments • Replaced disconnected spreadsheets with centralized operational systems and executive reporting How I Work If you already know exactly what needs to be built, I can build it. If you only know what's going wrong, I can diagnose it. And if you know the business outcome you need but aren't sure whether the answer is HighLevel, Smartsheet, an integration, automation, or a different approach, I can help architect the solution before we build it. My goal isn't to add more technology to your business. It's to make the technology you use actually run the business better.