Trang Nguyen

trang/traŋ/ · n. page

A.B.C.D Always Be Connecting the Dots...
+84 77 551 3904 | +1 680 207 5542 | trang.nguyen5391@gmail.com | LinkedIn | tradewithviet.com | BEUP.Space

Supply Chain & Operations Leader • Fulbright Scholar • MBA • Founder

Professional Summary

Results-driven operations and supply chain leader with 10+ years of experience spanning manufacturing, sourcing, consulting, and digital transformation across the US, EU, and Asia. Founded two companies — a sourcing firm and a digital workspace consultancy. Fulbright Scholar with an MBA from Syracuse University, bringing Lean Six Sigma, data analytics, and cross-border trade expertise to every engagement.

Work Experience

Founder — Managing Director

01/2026 – Present
BEUP Space • Vietnam
  • Founded BEUP Space to help small businesses and online operators build custom Business Operating Systems — turning fragmented workflows into structured, automated, self-running operations.
  • Designed and deployed end-to-end automation solutions across Notion, Make, and integrated platforms — covering project management, CRM, SOP libraries, financial dashboards, and knowledge systems.
  • Built reusable system templates and digital products enabling clients to operate independently at scale, reducing setup time and manual overhead.
  • Managed a portfolio spanning operations consulting, digital product development, and platform experiments — prioritizing based on client impact and revenue leverage.

Founder — Managing Director

08/2025 – Present
Trade With Viet • Vietnam
  • Founded a sourcing and supply chain service firm for international SMEs, covering supplier search, audits, quality control, logistics, and cost modeling.
  • Developed the V.I.E.T. Advantage framework and built core infrastructure including a supplier database, tiered service packages, and internal systems.
  • Developing Viet-Connect, a digital platform bridging international buyers with Vietnamese suppliers, logistics providers, quality inspection agencies, and compliance specialists — building a one-stop cross-border trade infrastructure for the Vietnam market.
  • 2nd Prize — Amazon Global Selling Vietnam Case Master Hunt, solving a real cross-border e-commerce case for a Vietnamese herbal tea seller on Amazon (10/2025).

Lean Six Sigma Consultant

01/2025 – 05/2025
Baxter Healthcare • Skaneateles Falls, NY (Part-time)
  • Led a Lean Six Sigma project deploying a QR-based automated signaling system, operator-name error logs, and reusable DHR checklists — delivering a 38% reduction in approval cycle time, 53% cut in inspector walking, and $58K in annual labor savings.
  • Designed and executed a DPMO analysis, boosting documentation capability from 2.80σ to 2.84σ, driving a 45% defect reduction.

Business Development

09/2024 – Present
Brookline Branch Services • Syracuse, NY (Part-time)
  • Conducted market research and data analysis for sale-leaseback opportunities, including financial analysis and property evaluations.
  • Developed customized pitch decks and marketing documents for target stakeholders (Banks, Investors).

Supply Chain Specialist (Remote)

05/2022 – Present
Allies Group • Berlin, Germany (Part-time)
  • Redesigned the Inventory Tracking system, connecting Microsoft Business Central with a 3PL WMS — raising tracking accuracy by 80% and reducing carrying costs.
  • Improved data accuracy by 20% through Excel tools development; enhanced stock accuracy by 15% through improved supplier collaboration and data integration.

Business Analyst

06/2022 – 04/2023
FPT Software • Da Nang, Vietnam
  • Contributed to IT projects in Financial Services, utilizing e-Signature and Low-code/No-code Automation to improve digital workflows.
  • Secured 2nd Prize in the FPT Business Analyst Hackathon for the TNT Car Insurance App.
  • Selected for the YSEALI Fellowship on Technology & Innovation — Digitization of Trust, Fulbright University Vietnam (06/2022).

Global Commercial Manager

03/2020 – 01/2022
Financiere B'Lao — SCAVI/CORELE • Thua Thien Hue, Vietnam
  • Partnered with suppliers, brands, and factories to drive products from sample development through planning, production, and on-time shipment.
  • Found local suppliers to lower procurement costs and cut transportation time from 10 days to 1 day, saving 25% and generating nearly $2M in monthly revenue while exporting over 1M garments.
  • Reduced processing time by 98% (4 hours to 5 minutes) using an Automated Apparel Packaging Information Retrieval and Layout System via Apps Script.

Organization Director

01/2018 – 02/2020
Financiere B'Lao — SCAVI/CORELE • Thua Thien Hue, Vietnam
  • Led process improvements in two large factories that cut annual costs by 15% and raised productivity by 20% using FP&A and CM/min for each unit.
  • Organized an Innovation Award program and created a Knowledge Management System meeting GMP/ISO and US/EU requirements.

Supply Chain Manager

01/2016 – 01/2018
Financiere B'Lao — SCAVI/CORELE • Thua Thien Hue, Vietnam
  • Used Lean methods to reduce WIP and led a continuous improvement plan that raised supply chain efficiency by 10%. Led OPEX projects across departments.
  • Managed the production of 2M units of garments monthly. Improved delivery times and reduced operational costs through strategic supply chain enhancements.

Executive Assistant to General Director

04/2014 – 12/2015
Financiere B'Lao — SCAVI/CORELE • Thua Thien Hue, Vietnam
  • Provided analytical support to the Board of Directors, implemented Balance Scorecards, and aligned KPIs across functions to optimize operations.

Education

MBA — Supply Chain Management Fulbright Scholar

08/2023 – 05/2025
Syracuse University • Syracuse, NY
High Scholastic Achievement by Beta Gamma Sigma International Honor Society • Academic Excellence Award

BBA — Trade Major

08/2009 – 08/2013
Hue University • Vietnam

Certifications

Lean Six Sigma Black Belt CSSC • 06/2025
FMVA CFI • 09/2024
CPIM ASCM • 04/2024
PMP PMI • 12/2023
Power BI Data Analyst Microsoft • 12/2024

Technology Skills

AI & Productivity: Claude, ChatGPT, Gemini, NotebookLM, Cursor, Canva AI
Workspace & PM: Notion, ClickUp, Airtable, JIRA, Confluence, Microsoft Project
Automation: N8n, Make, Zapier, UiPath, Apps Script, APIs & Webhooks
Data & Analytics: Power BI, Advanced Excel (VBA, Power Query), SQL, GA4, Google Sheets
ERP & Operations: DEAR, Microsoft Business Central, Odoo, SAP S/4HANA
Design & Diagramming: Figma, Miro, Canva, Balsamiq, Draw.io, Visio

Selected Awards

1st Prize — Energy in Emerging Markets Case Competition, Duke University (11/2024)
1st Prize — Whitman Graduate Case Competition (10/2024)
YSEALI Alumni Impact Conference — From Learners to Leaders, Fulbright University Vietnam (03/2025)
Perplexity AI Business Fellowship (03/2025)
Fellowship — Local Leadership Initiative, Syracuse City (09/2024)
Fulbright Scholarship — The Fulbright Student Program (08/2023)
YSEALI Fellowship — Technology & Innovation, Fulbright University Vietnam (06/2022)

Portfolio & Projects

From competition podiums to client transformation — real problems, measurable results, across industries and borders.

14 Projects
9 Industries Healthcare E-com Finance Supply Chain +5
4 Countries 🇺🇸 🇻🇳 🇬🇧 🇩🇪
6 Awards
2012
Caps Crush — Reverse Logistics Gamification for Pepsico
🇻🇳 Vietnam Business Proposal FMCG

Cap Crush — Reverse Logistics Gamification for Pepsico

Glass bottle awareness & reverse logistics gamification campaign for Pepsi, Mirinda, and Twister in Da Nang, Vietnam.

15-30 Target Age Group
3 Brands Covered
Gamification Approach
The Challenge

Low consumer awareness of reusable glass bottle benefits and no systematic reverse logistics for glass packaging across Pepsi, Mirinda, and Twister product lines.

The Approach

Designed a gamification campaign: each bottle cap contains a unique code + visual puzzle. Consumers enter codes on website or SMS for game slots, play the "Caps Crush" game for prizes, and share on Facebook for bonus plays. "Go and Fun" events let consumers exchange caps for free drinks & Pepsi souvenirs with live music performances.

Key Results

Comprehensive business proposal combining gamification, social media virality, and environmental messaging — promoting reusable glass packaging through daily habit change.

GamificationReverse LogisticsSustainabilityFMCGMarketing
2022
FPT BA Hackathon 2022 — TNT Insurance App
🇻🇳 Vietnam Hackathon Insurance 2nd Prize

FPT — TNT Insurance App

Car insurance app solution at FPT Business Analyst Hackathon 2022.

2nd Prize
BA Hackathon 2022
The Challenge

Digitize car insurance end-to-end — claims processing, policy management, and customer experience — for a fragmented and paper-heavy insurance workflow.

The Approach

Developed the TNT Insurance app concept addressing end-to-end car insurance digitization. Presented at FPT Business Analysis Hackathon 2022 with full BA deliverables including requirements, user flows, and system design.

Key Results

2nd Prize — FPT Business Analyst Hackathon 2022.

Business AnalysisInsuranceFintech
eSignature Platform
🇬🇧 United Kingdom Digital Platform Finance

FPT — E. eSignature Platform

Digital signing platform modernizing mortgage & asset finance document workflows (UK).

3-5d Faster Closing
End-to-End Signing Platform
The Challenge

A UK-based mortgage and asset finance company relied on paper-based document signing — physical couriers, printing, scanning, and manual filing — slowing loan closings and creating compliance gaps.

The Approach

Contributed to building a full eSignature platform integrated with BONAFiDEE's asset finance API. Designed the complete user flow: broker creates loan documents → system sends signing invites → borrower signs electronically → signed docs stored with full audit trail → broker notified. Built UX mockups in Balsamiq, defined the development roadmap, and resolved integration issues across audit history, document retrieval, and notification systems.

Key Results

eSignature platform enables 3-5 days faster loan closing versus physical signing. Eliminated courier costs, printing, and manual filing. Permanent audit trail ensures regulatory compliance for asset finance.

eSignatureMortgageUX DesignBalsamiq
Inventory Consolidation
🇩🇪 Germany Consulting Supply Chain

Allies Group — Inventory Consolidation

WMS/3PL inventory system consolidation for a Berlin-based skincare company.

80% Tracking Accuracy ↑
20% Data Accuracy ↑
15% Stock Accuracy ↑
The Challenge

Inventory tracking scattered across multiple WMS/3PL systems with many columns per item per warehouse, causing inaccurate data, high carrying costs, and broken supplier collaboration.

The Approach

Redesigned tracking from a many-column format to one-record-per-warehouse. Connected Microsoft Business Central with third-party 3PL WMS. Developed Excel tools to combine and standardize product information.

Key Results

80% improvement in tracking accuracy, 20% improvement in data accuracy, 15% improvement in stock accuracy — plus reduced carrying costs and strengthened supplier data integration.

ERPWMSExcelSupply Chain
AI for Wildlife Conservation — YSEALI Academy 2022
🇻🇳 Ho Chi Minh City YSEALI Fellowship AI & Sustainability

AI for Wildlife Conservation: Past, Present & Future

Final project for the YSEALI Academy — Technology & Innovation Seminar on Digitization of Trust at Fulbright University Vietnam.

AI ML-Based Solutions
2-Week Intensive Seminar
YSEALI U.S. Dept. of State
The Challenge

Wildlife conservation faces scaling challenges — vast habitats, limited human resources, and poaching networks that outpace traditional monitoring methods.

The Approach

Explored how AI transforms conservation: animal detection via computer vision, habitat monitoring with satellite imagery, extinction risk prediction using machine learning. Addressed consequences including habitat disturbance, species bias, financial costs, and black market risks. Proposed integrating AI with citizen science, genetics, and sensor networks.

Context

Final capstone for the 2-week YSEALI Academy at Fulbright University Vietnam — a U.S. Department of State program training emerging ASEAN leaders on AI technologies, trust, bias in decision-making, synthetic media, blockchain, and legal implications of AI.

AIWildlife ConservationMachine LearningSustainabilityYSEALI
2023
Workshop Ứng Dụng AI Vào Marketing Automation
🇻🇳 Huế, Vietnam Workshop Marketing & AI

AI in Marketing Automation — Invited Speaker

Invited as speaker at Hue College of Business to deliver practical knowledge on AI-powered marketing automation tools, trends, and real-world applications.

5 Core Topics
Hands-on AI Tool Exercises
HCB Hue College of Business
Objective

Provide students of Hue College of Business with practical knowledge of the latest AI-powered marketing automation technologies and trends — enhancing their ability to leverage AI tools for improved marketing efficiency and effectiveness.

Topics Covered

Introduction to AI & marketing automation  ·  Benefits and challenges of AI in marketing  ·  AI-powered tools and platforms  ·  Case studies of AI in marketing automation  ·  Hands-on exercises using AI-based marketing tools. Students had direct Q&A with speakers to draw from real-world field experience.

Key Speakers

Ms. Nguyễn Thị Tuyết Trang — IT Business Analyst, FPT Software Đà Nẵng   ·   Mr. Huỳnh Văn Trãi — Business Development Representative, SAPO Huế

AIMarketing AutomationWorkshopEdTechFPT SoftwareSAPO
2024
🇺🇸 Durham, NC Competition Sustainability 1st Prize

Duke — Zembo E-Mobility

Scaling sustainable battery-swapping expansion in Uganda for emerging markets.

51 Stations
18M Charging Sessions
85M kWh Clean Energy
The Challenge

Uganda's boda-boda (motorcycle taxi) market needs EV transition, but lacks charging infrastructure and viable business models suited for emerging market constraints.

The Approach

Developed 3 growth scenarios with full financial modeling. Designed a franchise model for battery-swapping stations. Analyzed ROI (15–18%), payback periods (4–5 years), and market penetration strategies for East Africa.

Key Results

1st Prize — Energy in Emerging Markets Case Competition, Duke University (11/2024). Financial model validated franchise viability with 15–18% ROI and 4–5 year payback.

SustainabilityE-MobilityFinancial ModelingStrategy
Whitman — CPC x HubSpot AI — 1st Prize
🇺🇸 Syracuse, NY Competition E-commerce 1st Prize

Whitman — CPC × HubSpot AI

AI-driven marketing transformation for Chocolate Pizza Company.

End-to-End CRM Strategy
AI-Powered Personalization
1st Prize
The Challenge

Chocolate Pizza Company needed a modern marketing and sales engine to scale growth — fragmented customer data, no CRM, and manual outreach limiting conversion.

The Approach

Team "Trio-mendous" designed end-to-end HubSpot CRM integration with AI-powered personalization. Built customer journey mapping, SWOT analysis, and a phased implementation timeline with financial feasibility analysis.

Key Results

1st Prize — Whitman Graduate Case Competition, Syracuse University (10/2024). Full CRM transformation roadmap with AI personalization engine validated by judges.

AIHubSpotCRMMarketing Strategy
WasteWise — SDG Innovation Challenge
🇺🇸 Syracuse, NY Competition Sustainability 2nd Runner-up

WasteWise — SDG Innovation

Digital platform for waste mapping and circular economy in the textile industry.

10% Global Emissions (Textile)
92M Tons Waste/Year
2nd Runner-up SDG Challenge
The Challenge

The textile industry accounts for 10% of global carbon emissions and 92 million tons of waste annually, with no centralized system for waste tracking.

The Approach

Team "Circular Sages" designed a digital platform with Waste Mapping (tracking textile waste streams) and an Excess Waste Trading marketplace. Scalable across consumer electronics, food & beverage, and construction.

Key Results

2nd Runner-up — Dean's SDG Innovation Challenge (04/2024). Platform design validated across multiple industry verticals.

SustainabilityCircular EconomyTextileSDG
TCU Supply Chain Case Competition 2024 — Top 5 Finalist
🇺🇸 Fort Worth, TX Competition Supply Chain Top 5 Finalist

TCU Supply Chain Case Competition — Raising Cane's

5-year expansion plan and distribution network strategy for Raising Cane's across 3,000+ US counties (Fort Worth, Texas).

3,000+ Counties Targeted
5-Year Expansion Plan
Top 5 Finalist
The Challenge

Raising Cane's needed a strategic 5-year expansion plan to establish presence across 3,000+ US counties — requiring optimal distribution center placement, network design, and supply chain scalability.

The Approach

Led the team as Team Leader. Developed a comprehensive distribution network strategy including DC location optimization, demand forecasting by county, logistics routing, and phased rollout timeline. Presented at TCU Neeley School of Business, Fort Worth, Texas.

Key Results

Top 5 Finalist — TCU Supply Chain Case Competition (02/2024). Expansion model validated for nationwide distribution scalability.

Supply ChainNetwork DesignDistributionStrategy
2025
LSS DMAIC
🇺🇸 Skaneateles, NY Consulting Healthcare

Baxter Healthcare — Lean Six Sigma DMAIC

QR-based automated signaling system for medical device documentation at Skaneateles Falls.

38% Cycle Time ↓
$58K Annual Savings
45% Defect ↓
The Challenge

DHR (Device History Record) approval process was slow at the Skaneateles Falls plant — excessive inspector walking, documentation errors causing defects, no automated signaling.

The Approach

Applied full DMAIC methodology. Deployed QR Signal Workflow for automated alerts, Digital Error Log with operator-name tracking, and Reusable DHR Checklists. Conducted Spaghetti Diagram and DPMO analysis — boosting process capability from 2.80σ to 2.84σ.

Key Results

38% reduction in approval cycle time, 53% cut in inspector walking distance, $58K annual labor savings, 45% defect reduction, 40% rework trip reduction.

Lean Six SigmaDMAICHealthcareQuality
🇻🇳 Vietnam Competition E-commerce 2nd Prize

Amazon Global Selling — Case Master Hunt

Cross-border e-commerce strategy for Vietnamese herbal tea on Amazon.

94% Buy Box Target
5 Phase Strategy
2nd Prize
The Challenge

Vietnamese herbal tea seller facing low visibility (57% of top ASINs lacking traffic), Buy Box challenges (as low as 31%), and negative ROAS on some SKUs — classic cross-border scaling problems.

The Approach

5-phase framework: (1) Content Optimization — analyzed top 3 ASIN traffic patterns; (2) Buy Box Strategy — from 31% to 94% target; (3) ROAS Optimization — from −2.71 to +2.18; (4) Product Expansion by category segmentation; (5) Countermeasures for retail readiness.

Key Results

2nd Prize — Amazon Global Selling Vietnam Case Master Hunt (10/2025). Buy Box target raised from 31% to 94%. ROAS flipped from negative to positive (−2.71 → +2.18).

AmazonE-commercePPCCross-border
2026
Workflow Automation
🇺🇸 South Carolina Client Work Interior Design

R. Interior Design — Workflow Automation

PDF-to-Excel automation and project tracking system for a US interior design firm (South Carolina, US).

86% Time Saved
5h→30m Per Project
40+ Vendors Tracked
The Challenge

Designers created PDF proposals and purchase orders for every project. Project managers manually data-entered all item details from 10-20 PDFs into Excel — taking 5+ hours per project, with frequent errors.

The Approach

Built a Python automation script (pdfplumber) that reads proposal/PO/invoice PDFs and auto-extracts structured data into an Excel Master View. Designed a standardized 4-phase project workflow (Discovery → Design → Procurement → Installation).

Key Results

Before: 5 hours manual data entry per project. After: 30 minutes automated extraction — 86% time reduction. Tracking 40+ vendors across active client projects.

PythonAutomationExcelProcess Design
Agency Transformation
🇺🇸 South Carolina Client Work E-commerce

E. Ecom — Agency Operational Transformation

From operational chaos to structured systems for an Amazon & TikTok e-commerce management agency (South Carolina, US).

2-3wk→5d Onboarding Time
3+ New Hires Enabled
Real-time Financial Visibility
The Challenge

A newly launched agency managing 7-9 Amazon clients and 10+ TikTok accounts — no centralized dashboard, no real-time P&L, overlapping roles, ad-hoc onboarding taking 2-3 weeks.

The Approach

Operational Foundation — Notion OS, executive KPI dashboard, SOP library, weekly sprint framework. Financial Intelligence — client-level P&L, AR/AP tracking. Reporting — KPI dashboards for Amazon and TikTok accounts.

Key Results

Client onboarding reduced from 2-3 weeks to 5-day process. Enabled hiring 3+ new team members. Daily financial visibility replaced zero cost tracking.

NotionE-commerceAmazonTikTokAnalytics

Credentials

Degrees, certifications, and recognition.

Degrees

Syracuse University Whitman School of Management • Syracuse, NY
View Diploma

Master of Business Administration

Supply Chain Management • 08/2023 – 05/2025
Fulbright Scholar Beta Gamma Sigma Academic Excellence Award
  • 1st Prize — Energy in Emerging Markets Case Competition, Duke University
  • 1st Prize — Whitman Graduate Case Competition
  • Perplexity AI Business Fellowship (03/2025)
  • Fellowship — Local Leadership Initiative Program, Syracuse City
  • 2nd Runner-up — Dean's SDG Innovation Challenge
  • Top 5 Finalist — TCU Supply Chain Case Competition
Hue University College of Economics • Vietnam

Bachelor of Business Administration

Trade Major • 08/2009 – 08/2013
  • Top 12 National Finalists — Dynamic Students as Future Entrepreneurs (08/2013)
  • Finalist, National Round — Microsoft Office World Champion — Top 30 Excel 2010
  • Finalist, National Round — Microsoft Office World Champion — Top 12 Excel 2007

Scholarship

Fulbright Program U.S. Department of State • Bureau of Educational & Cultural Affairs

Certificate of Completion — Fulbright Scholarship Program

Full scholarship awarded by The Fulbright Foreign Scholarship Board for MBA at Syracuse University. Issued May 2025, Washington, DC.

View Certificate

Platform Recognition

Upwork Global Freelancing Platform

Top Rated Plus Freelancer

Top 1%
96% Job Success Score
Top 1% Global Freelancers
Top Rated+ Expert Badge

Supply chain consulting, operations design, and digital transformation projects delivered for international clients across the US, Europe, and Asia.

View Profile

Certifications

LSS Black Belt
Lean Six Sigma Black Belt Council for Six Sigma Certification (CSSC) Issued Jun 2025
PMP
Project Management Professional (PMP) Project Management Institute (PMI) Dec 2023 – Dec 2028
CPIM
Certified in Planning & Inventory Management (CPIM) Association for Supply Chain Management (ASCM) Apr 2024 – Apr 2029
FMVA
Financial Modeling & Valuation Analyst (FMVA) Corporate Finance Institute (CFI) Sep 2024 – Present
Power BI
Power BI Data Analyst Associate (PL-300) Microsoft Dec 2024 – Dec 2025

Awards & Fellowships

2025
YSEALI Alumni Impact Conference — From Learners to Leaders

YSEALI Academy at Fulbright University Vietnam. A U.S. government exchange initiative for emerging leaders in Southeast Asia — invited back as alumni speaker and workshop facilitator.

2025
Perplexity AI Business Fellowship

Selected for AI business innovation program.

2025
2nd Prize — Amazon Global Selling Vietnam Case Master Hunt

Cross-border e-commerce strategy for herbal tea brand on Amazon.

2024
1st Prize — Energy in Emerging Markets, Duke University

Scaling Sustainable E-Mobility: Zembo's Battery-Swapping Expansion in Uganda.

2024
1st Prize — Whitman Graduate Case Competition

AI-Driven Transformation Strategy for CPC using HubSpot AI.

2024
Fellowship — Local Leadership Initiative, Syracuse City
2024
2nd Runner-up — Dean's SDG Innovation Challenge

WasteWise: Digital Platform for Waste Mapping in the Textile Industry.

2024
Top 5 Finalist — TCU Supply Chain Case Competition

Expansion and Distribution Strategies for Raising Cane's Growth (2024-2030).

2023
Fulbright Scholarship

The Fulbright Student Program — Full scholarship for MBA at Syracuse University.

2022
YSEALI Fellowship — Technology & Innovation

Young Southeast Asian Leaders Initiative (YSEALI) — a U.S. Department of State program for emerging leaders across ASEAN. Selected for the Digitization of Trust seminar at Fulbright University Vietnam.

Skills & Tools

I don't just use tools — I architect systems that connect them. Here's what powers my work.

The Tools I Build With
Notion
Built 20+ operating systems for client teams
N8n
100+ automated workflows across 30+ integrations
ClickUp
Cross-functional project orchestration & delivery
Claude
Daily AI partner for analysis, content & code
Power BI
Executive dashboards & real-time data stories
How I Build with AI
A structured approach to shipping real products — from problem to production.
01

Product Thinking

Define the problem worth solving. Map user needs, expected outcomes, and success criteria before anything gets built.

02

Context Engineering

Structure the right inputs — existing systems, design references, technical constraints — to produce precise, usable outputs.

03

Technical Literacy

Understand system architecture, data flow, and how components connect. Read code with enough depth to catch structural issues.

04

QA Mindset

Validate every user flow end-to-end. Surface edge cases, document issues with precision, and verify fixes systematically.

05

Directed Iteration

Guided refinement with clear rationale — identify what's wrong, diagnose why, and specify the exact correction needed.

06

Ship & Learn

Deploy to production, collect real usage data, and iterate based on evidence. Velocity over perfection.

The Operating System Blueprint
Builds up from foundation
05

Intelligence Layer

AI that makes the entire system smarter — content, analysis, decisions

Claude ChatGPT Gemini NotebookLM Cursor Canva AI
04

Insight Layer

Dashboards and data flows that drive decisions, not just reports

Power BI Advanced Excel VBA Power Query SQL Google Sheets GA4 Minitab
03

Automation Layer

Workflows that run without you — connecting tools, eliminating manual work

N8n Make Zapier UiPath Apps Script APIs & Webhooks
02

Platform Layer

The workspace where teams actually operate — project hubs, wikis, databases

Notion ClickUp Airtable Confluence JIRA SharePoint Trello Asana
01

Foundation Layer

Core business data — inventory, procurement, finance, supply chain

DEAR Microsoft Business Central Odoo SAP S/4HANA
Capabilities that span across all layers

Content & Learning Design

Courses, SOPs, onboarding kits, and training materials that teams actually use

Loom Canva Scribe Tango Google Workspace

Visual Design & Prototyping

Wireframe, diagram, and prototype solutions before building them

Figma Miro Balsamiq Draw.io Visio

Frameworks & Methodologies

Proven systems that structure how businesses operate and scale

EOS Business operating rhythms
Agile / Scrum Iterative delivery
Lean Six Sigma Process optimization
GTD Personal productivity
PARA Knowledge architecture
What I Build

Business Operating Systems

EOS-aligned command centers in Notion — scorecards, rocks, meeting rhythms, accountability charts — for teams of 5 to 50.

20+ systems delivered

Automated Workflows

Multi-step automations connecting CRM, inventory, invoicing, and communication — so teams stop copy-pasting between tabs.

15+ hrs saved per team / week

Learning & Onboarding Systems

Structured onboarding flows, video SOPs, and self-serve knowledge bases — new hires productive in days, not weeks.

5 days onboarding (from 2-3 weeks)

AI-Enhanced Operations

Embedding AI into existing workflows — automated content drafts, smart data extraction, intelligent document processing.

3x faster content production