Systems That Think
— AI Dashboards for CEOs

The Triangle Concierge operated as a localized, referral-based brand juggling multiple active clients and a growing network of specialized freelancers across the Triangle area. Without a centralized digital backbone, managing daily scheduling, client communication, contract lifecycles, and financial logs created constant operational friction and administrative overhead.

They needed a complete digital transformation from scratch — turning a fragmented service model into a streamlined, high-performance ecosystem the leadership could actually see through.

• Relational foundation — 5 interconnected databases governing Clients, Projects, Freelancers, Contracts, and Finance
• Algorithmic prioritization — formula-driven priority scoring surfaces urgent deliverables at the top of the executive queue
• Lifecycle management — automated contract-expiry formulas flag renewals 30 days in advance
• Data pipelines — Gmail via Zapier converts inbound email into tasks; Stripe logs revenue in real time
• AI inbound intake — Agent.so phone system captures, processes, and logs inbound calls directly into the workspace
• Executive cadence — automated priority digests every Monday & Thursday, 22 custom saved views for operational oversight

A faith-based coaching and digital products brand for women needed a robust content operations infrastructure to scale their digital reach and manage high-volume campaign execution. They were operating across multiple social platforms while producing a major live event — content calendars, asset tracking, and cross-channel promotion all needed to unify into a single, cohesive engine.

I designed and ran the entire content operations infrastructure, overseeing 60+ content pieces, 4 active campaigns, and a full event production pipeline.

• Relational foundation — 5 databases mapping Content, Campaigns, Asset Libraries, Event Deliverables, and Audience Engagement
• Dynamic content intelligence — priority-scoring formulas driven by deadlines, campaign classifications, and platform types
• Auto-calculating completion — campaign progress visible in real time across the whole workspace
• Publishing automation — posts auto-marked as Live upon release; recurring triggers queue signature weekly series without manual work

A rising lifestyle and beauty creator scaling toward full commercial monetization needed an advanced brand foundation and multi-platform digital infrastructure. The ecosystem had to seamlessly bridge creative brand storytelling with complex monetization streams — affiliate revenue tracking, UGC partnerships, and high-profile brand collaborations, all in one operating layer.

I built a complete brand operating system and content engine designed to optimize workflow efficiency and maximize commercial output across every digital channel.

• Relational foundation — 6 specialized databases tracking Content, Campaigns, Brand Partnerships, the Affiliate Hub, UGC Portfolios, and Photoshoot Assets
• Monetization engines — custom formulas estimate earnings per platform across affiliate links and track closed vs. projected revenue on brand deals
• Cross-channel publishing — TikTok uploads auto-log performance stats; new blog entries auto-generate and schedule branded Pinterest pins
• Partnership pipeline — active outreach spanning Sephora, SKIMS, Tatcha, REVOLVE, and Olive & June

Operating inside an enterprise agency environment, Meridian required rigorous project management and department-wide oversight to handle high-stakes client portfolios. A 7-person team, 18 active client brands, 47 completed projects, 6 distinct industries — the operation demanded a bulletproof, enterprise-grade operating system.

As Director of Brand Development, I took full operational ownership of the department for three years, architecting and running the central infrastructure that kept multi-disciplinary teams aligned and client deliverables on schedule.

• Enterprise foundation — 6 core databases tracking Client Projects, Client Rosters, Deliverables, Team Members, SOW Libraries, and Asset Vaults
• Risk & capacity algorithms — priority scoring based on deadline gaps, client tiers, and project phases, plus automated capacity trackers that flag overburdened staff before bottlenecks form
• Performance analytics — automated on-time delivery rates and revision counts across every active engagement
• Executive visibility — 28 role-filtered views for directors, clients, and team members, paired with Monday & Thursday digests to firm leadership

The same principle governs every one of these systems: the right data has to surface at the right time, without anyone having to chase it. That is what a business command center actually is — not a dashboard, but the connective tissue between clients, projects, content, team, and revenue.

Every workspace I deliver is relational, formula-driven, and self-hosted. Self-hosted matters. The moment your operating system depends on a rotating stack of $49/mo tools, the tools become the business, and switching cost becomes a moat around inefficiency. I build so my clients own the layer that runs their company.