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Web Apps · Automation · Reporting · AI

Systems,
done right.

Apps built for your team, systems that finally talk to each other, and reports that update themselves. I work with nonprofits, so the technology serves the mission and your people can get on with the real work.

Web apps · Automated reporting · Salesforce · AI

scroll to begin ↓
What I do · I
Build

Things people actually use

Apps people actually use, and the connections behind them: systems that share data, tasks that run on their own, and reports everyone can trust. Salesforce and Microsoft when they're the right fit, custom solutions for your needs when they're not.

V
Training
Your team, up to speed.

Hands-on training for your staff, materials they can come back to, and a place to ask questions after handover.

Hands-on sessionsGuides & videosQuestions answered
IV
Reporting
Numbers that keep themselves fresh.

Dashboards and reports that update on their own, so you see fresh numbers every time you open them.

Power BITableauSalesforce
III
Connections
Finally talking.

Two tools that never shared data now stay in sync on their own.

SalesforceMicrosoft 365Any system
II
Automation
Runs itself.

The Monday work gets done on a schedule, while everyone sleeps.

On a scheduleWhen something happensWith approvals
I
Custom apps
Built to fit.

Apps and screens shaped around how your team actually works.

WebMobileSalesforcetap to deal →
Automation · II
Automate

Work that runs itself

The manual work your team dreads: data entry, copying between systems, the report someone rebuilds every Monday. Handed to automations that run while everyone sleeps, whatever tools you already use.

6:02📶 🔋
Monday
6:02
While you slept
Weekly report4:02 AM

Built from 6 sources and sent to 14 people.

Intake forms4:41 AM

37 filed. 2 flagged for a person to check.

Records sync5:10 AM

Both systems match. 0 duplicates.

Renewals5:55 AM

9 follow-up emails scheduled for today.

Morning summary6:00 AM

Nothing needs you this morning.

SWIPE UP TO OPEN
Skills · III
Skills

What I build with

Salesforce, Microsoft, cloud tools, custom code and AI that runs on your own machines, all working together. When a system has no way to connect, I still get the data out.

  1. 01Salesforce
    Apex & LWCFlowSOQLSFDXreports & dashboardsintegrationscertified admin
  2. 02AI & automation
    Local AI automationMicrosoft Foundry LocalClaude APIMCP serversvoice agentsspeech to texttranslation appsreading and extracting documentsnote generation
  3. 03Reporting & data
    Live dashboardsPower BITableaudatabases and data modelingmoving data between systemscharts people can read
  4. 04Platforms & integration
    Power AutomateSharePoint as a databaseMicrosoft Graphconnecting systems to each otherweb apps shared by several organizationssystems with no way to connectautomatic data entry
  5. 05Forms & no-code
    Paper forms to digitalFormAssemblyMS FormsZapierMaken8nwebhooks
  6. 06Security
    Only the right people see the dataa record of every changehealth data handled properlyyour data stays in your own systems

3D scan: “Aztec sun calendar (copy of Piedra del Sol)” by Aleksandr, CC BY 4.0

Selected work · IV
My work

Tools that help your team

Dashboards a team opens every morning, and reports they can trust. Live numbers, easy to read, built for the people who have to act on them.

This month at a glance
Refreshed 6 minutes ago
Visits completed
0
▲ 6.4% vs last month
On time
0
▲ 2.1 points
Needs attention
0
▼ 12 since Monday
Hours saved
0
▲ steady
Sessions per week
This year Last year
900675450225 W1W4W7W10
By service type
4.2k TOTAL
Case management43%
Workshops30%
Direct assistance17%
Referrals10%
Where the work happened
fewer more
4,218
visits · all neighborhoods
this month
Basemap © Esri, HERE, Garmin, OpenStreetMap contributors
Click a neighborhood
Neighborhood profiles: U.S. Census Bureau, American Community Survey 2015–19, via Analyze Boston.
Busiest neighborhoods
Dorchester
812
Roxbury
689
East Boston
540
Allston
388
South End
274
Videos
In motion

Three short videos of the work

Play1:19
AI intakeFrom a conversation to a case record a person approves.
Play0:59
Daily briefingA short morning video of what changed overnight, built from your numbers.
Play1:31
Selected workSystems, data and AI for health and human services.
How I work · V
Approach

I listen first

Every project starts with the people who'll use it: what they need, what worries them, what they're quietly working around. That conversation shapes the work more than any document, and it keeps the project pointed at what your team actually wants. Most of what I touch is sensitive data, so security is built in from day one: only the right people can see it, every change is recorded, and it never leaves your own systems. Then I build, show it early, and hand it over with clear instructions and tests. No black boxes. Your team owns what I leave behind.


            
idle
StartForm submitted · Intake Create recordClient · dedupe on email Urgent?need = housingyesno AssignCrisis team · SLA 2h Queue for intakeround robin · 3 caseworkers NotifyTeams + SMS Log to dashboardSharePoint list · audit trail 0 runsTHIS WEEK · 0 FAILED
FromAutomations <no-reply@yourorg.org>
ToProgram team · 14 people
SubjectWeekly digest: 4,218 sessions, 37 open follow-ups

Good morning. Here is last week in one screen.

4,218sessions▲ 6.4%
94%on time▲ 2.1 pts
37open follow-ups▼ 12

Two neighborhoods drove most of the growth: Dorchester and Roxbury. The full dashboard is attached, and the data never leaves your systems.

📊 weekly_dashboard.pdf · 1.2 MB
Drafting…Scheduled · Mondays 6:00 AM
The value · VI
Payoff

Hours handed back

Automating the right things pays for itself quickly. Less manual work, fewer errors, and hours handed back to the people doing the real work.

By hand
Automated
The same work, before and after. The gap is time your team gets back.
Enrique Ponce

Technology should work for you.

Let's
build it
together.

Independent consulting for nonprofits: web apps, automation, reporting, and the data behind them. Salesforce and Microsoft when they fit, custom solutions for your needs when they don't. Available for projects and ongoing support.

Salesforce Certified Administrator
Issued 2024

PhD candidate in Artificial Intelligence, University of the Cumberlands
MBA, University of the People
BS Psychology, UNAM

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