Angie S.

I help businesses turn disconnected tools, inconsistent processes, and scattered information into practical operating systems supported by AI, automation, and clear documentation. My work combines AI workflow design, business process improvement, system integration, operational governance, and training. I build and teach solutions using Claude Cowork, Claude Projects, ChatGPT, Gemini, Microsoft Copilot, APIs, CRMs, Microsoft 365, Google Workspace, and the tools a business already relies on. Current consulting work: • Building an AI-assisted prospecting and workflow system for a New York City real estate business, including owner research, CRM and API integrations, spreadsheet analysis, lead prioritization, and market research workflows • Building a private executive AI workspace for an active investor, including market and investment research, legal and fund-document analysis, correspondence drafted in his voice, and reusable voice-driven workflows • Supporting an operational infrastructure program for a multi-state healthcare services company, including company-wide policies, SOPs, process governance, compliance documentation, approval structures, and standardized operating frameworks • Helping an e-commerce business improve AI adoption, analytics reporting, conversion tracking, and cross-platform visibility across Shopify, Google Analytics, Google Ads, and Amazon Before launching Haven Point Consulting, I led complex operational initiatives at Microsoft supporting Fortune 500 customers and high-value commercial operations. Enterprise operations highlights: • Supported more than $2.5 billion in commercial pipeline during a single fiscal year • Supported $420 million in commercial deal operations during a single quarter • Designed and improved workflows across teams, systems, and business processes • Managed high-stakes operational work where accuracy, documentation, and follow-through were essential How I can help: • AI workflow design and implementation Build Claude, ChatGPT, Gemini, and Copilot workflows for research, reporting, knowledge management, content development, client-facing websites and marketing, client operations, and repetitive administrative work. • Business-system integration Connect AI with CRMs, Microsoft 365, Google Workspace, APIs, databases, and existing business tools. This can include custom MCP solutions when appropriate. • AI consulting, coaching, and training Create practical AI workspaces, reusable processes, and team training so you understand how to use and maintain the system after implementation. • Operations and workflow improvement Analyze current processes, identify duplication and gaps, redesign workflows, document SOPs, and create scalable operating systems. • Operational documentation and governance Develop policies, procedures, process documentation, approval structures, and governance frameworks that create consistency and support long-term growth. I am a Prosci Certified Change Practitioner, so adoption and usability are built into my approach. I do not simply introduce another platform. I determine how the work should flow, what each system should own, and where AI, automation, or clearer documentation will create meaningful value. If you need help connecting your tools, redesigning a workflow, building an AI-supported operating system, strengthening your operational foundation, or training your team to use AI effectively, let’s discuss your project.