📂 Business Optimization & Automation Case Studies
Bridging the gap between technical execution and the 8-Week Blueprint. Welcome to my repository of real-world business transformations. This collection showcases how I leverage Google Apps Script, Cloud Integrations, and Process Engineering to turn manual, fragmented operations into automated, scalable systems.
📖 The Foundation: Profit & Progress Every project in this repository is built upon the principles found in my book: "Profit & Progress: The 8-Week Blueprint to Business Success."
I don't just write code; I implement a battle plan to move businesses from Reactive Survival to Proactive Growth. My work focuses on:
Week 1 & 2 Core: Auditing SaaS bloat and establishing "The Single Source of Truth."
Week 3 Financials: Protecting profit margins through automated "Know Your Numbers" calculations.
Week 8 Scale: Building "Well-Oiled Machines" that run without constant manual oversight.
🚀 Featured Case Study: National EV Infrastructure Automation The Challenge: A national EV installation company was trapped in "SaaS Fragmentation"—using Airtable and multiple third-party connectors to manage complex project data, leading to high overhead and manual errors.
The Solution:
Legacy Migration: Moved the entire operation from Airtable to a native Google Workspace environment.
The Document Engine: Built a custom Apps Script tool that deep-searches across relational tabs (Quotes, BOQ, and Groundworks) to generate professional PDFs in under 30 seconds.
Calendar Sync: Integrated project milestones directly into the master installation calendar for real-time team alignment.
The Results:
0% Data Latency: No more waiting for third-party "syncs."
Reduced Overhead: Eliminated multiple monthly SaaS subscriptions.
Protected Margins: Automated BOQ aggregation ensures every nut, bolt, and labor hour is accounted for in the final quote.
🛠️ Tech Stack & Tools Languages: Google Apps Script (JavaScript), HTML/CSS (for custom UI).
Integrations: Google Sheets API, Drive API, Gmail API, Google Calendar API.
Methodology: Lean Process Audit, Relational Database Design, 8-Week Blueprint Framework.
📬 Connect & Collaborate If you are looking to audit your business workflows or want to implement the 8-Week Blueprint in your own organization, let’s talk.
Portfolio: https://www.upwork.com/freelancers/~01bb6bbffa46f42edd