Workflow Automation & AI Tooling

The Bottleneck

Manual administrative tasks in B2B transactions like generating order acknowledgments and processing customer invoices frequently stall cash flow, tie up administrative hours, and introduce a high margin of error.

The Solution

Rather than relying on rigid, legacy software, I leveraged AI tools to engineer a pair of custom automation apps. The first parses incoming order data and cross-references logistics timelines to generate instant confirmations. The second picks up the baton the moment an order is finalized, pulling pricing data dynamically to construct and dispatch flawless customer invoices.

The Impact

By linking these two tools, I created a frictionless, end-to-end transactional pipeline. It completely eliminated manual copy-pasting, reduced processing times from minutes to milliseconds, and proved that a modern marketing manager doesn't just run campaigns they build the background architecture that keeps business moving.

B2B Account Retention & Lifecycle Automation

The Strategy

Formulated a proactive account management and data hygiene strategy to increase client retention across high-value B2B chemical accounts. Recognizing the complexity of international regulatory shifts (such as IFRA standards and Proposition 65), the goal was to leverage data compliance updates as a touchpoint for high-intent client re-engagement.

The Execution

Developed and deployed multi-channel lifecycle email campaigns and custom automated workflows utilizing HubSpot. Audited and verified extensive product CAS databases to map specific technical triggers, delivering highly segmented, compliance-driven marketing assets directly to key procurement stakeholders.

The Business Impact

  • Retention Lift: Optimized client retention loops by delivering timely, high-value regulatory insights that protected accounts from churning.

  • Data Efficiency: Slashed manual database cross-referencing hours by building standardized automated segment triggers based on chemical catalog profiles.

Retail Production Optimization & Circular Campaign Assets

The Strategy

Directed the collateral proofing and production pipeline for Wakefern's weekly promotional circulars distributed across hundreds of supermarket locations. The strategic objective was to compress the asset production lifecycle and eliminate errors between the creative layout stage and the final print run.

The Execution

Identified a critical workflow bottleneck where legacy teams utilized physical tissue paper for ad-correction markups. Spearheaded the digital migration of the entire department to a collaborative, cloud-based PDF proofing workflow. Established and managed structured weekly cross-functional brainstorming sessions to align production artists, brand managers, and layout designers.

The Business Impact

  • Velocity: Reduced the overall ad-proofing lifecycle turnaround time, allowing the creative team to absorb late-breaking pricing changes dynamically.

  • Error Reduction: Mitigated compliance and printing errors by creating a unified, trackable digital paper trail for all layout modifications.