Portfolio
Things I’ve built and led
Fifteen projects from the last decade, grouped by the kind of problem they solved. Each one has the story, the numbers and the skills it took.
Resilience & recovery
5 projectsThe thread running through my career: helping organisations get their data back, and prove they could.
01DR3: a new way to test recovery readiness
A pharmaceutical client lost 350,000 records and took 10 days to recover. I co-created a framework, aligned to NIST CSF 2.0, to help others find their gaps first. Three months after their assessment, the same client had another incident and recovered in 3 hours.
HIPAA/GxP data migration for a global pharma client
Moving patient data held under legal hold to a compliant archive, with legal, security and ethics committees all at the table. Encryption, audit controls and a proof of concept the ethics committee approved.
DDRTP: predicting how long recovery will take
Recovery time objectives are usually guesses. I co-developed an algorithm that predicts recovery time from weighted factors, recalibrates as conditions change, and raises an alert when you are heading past your target.
A Data Recovery Plan template anyone can use
A customer could not find a plan template for SaaS platforms, so I wrote one with guidance for non-technical readers. It is now a core part of DR3 workshops.
A DR3 assessment app, built on Salesforce
I replaced a spreadsheet-and-PDF process with custom objects, flows and dashboards. About 30 hours of build, no extra licence cost, and 50–60% more capacity for DR3 engagements.
Leading & enabling teams
3 projectsBuilding the thing that lets other people do their best work.
06Co-founding the Technical Account Management service
Onboarding frameworks, escalation protocols and a training programme that helped junior TAMs get certified. The team now supports 150+ customers and over $29M in annual recurring revenue.
An AWS Organisation for the whole TAM team
TAMs were paying for personal AWS accounts to test product features. I designed a three-account setup with role-based access, audit logging, usage caps and alerts. Nobody needs a personal account now.
Rewriting a Splunk integration package
An unsupported package stored credentials in plain text and had a confusing setup. I removed the hard-coded values, added encrypted storage, improved logging and rewrote the guide.
Platforms & integration
7 projectsEarlier work across Salesforce, NetSuite and everything in between.
09Folding an acquired Salesforce org into the master org
More than ten years of records and files migrated within one month, to avoid renewing the old contract. Part of the £2M programme that consolidated 50 CRM and ERP systems.
Pausing call recordings while customers pay
Sales reps had to pause recordings by hand when taking card payments, and sometimes forgot. I connected NetSuite, Avaya, WorldPay and Jitterbit so it happens automatically, with audit logs and failure alerts.
Checking TPS, CTPS and EPS opt-outs automatically
Marketing and cold-calling consent was checked by hand against preference lists. I built the data feeds and matching so Salesforce and NetSuite stay compliant, with a weekly refresh and a full audit trail.
Tracking sales behaviour against goals
A global investment firm wanted to know whether its move to Lightning was changing how sales teams worked. I built a customisable dashboard with percentile targets, weekly thresholds and stretch goals, plus training.
A case portal and knowledgebase in Zendesk
Customers were handed an entire manual when they needed one answer. I built a searchable, article-led knowledgebase with a proper defect workflow behind it.
Automating contracts and service orders
A freelance engagement for an education software company. Flows and objects replaced manual data entry across Salesforce, DocuSign and a customer success tool, with two-way sync.
Reporting on polymorphic Tasks and Events
Salesforce makes it hard to report on records that can point at anything. A small custom object and a Flow gave managers the coaching insight they were missing.
The Lab
Things I build for fun
Nine free tools, each designed by me and built with Claude Code in 2026. Each is a single page that runs in your browser and sends nothing anywhere.