At RSM US LLP, I managed finance-automation implementations for Basware, Coupa, Vic.ai, and BlackLine, connecting each platform to clients’ accounting systems. I handled delivery from requirements and solution design through testing, training, and go-live.
I designed and built a 21-agent AI assistant library on Microsoft Copilot Studio to automate repetitive design tasks, with estimated per-task time reductions of 70–85%. I also authored a hands-on AI training curriculum and built simulated Basware implementations for practice and consultant training.
Through ClearAutomations, I build AI front-desk systems and workflow automations for small businesses. Recent work includes a HIPAA-scoped counseling-practice system and delivery assets for a mailing-services company; I also build independent AI products, including Mind Shed and ANSEL.
