Systems + automation

Designing the operational layer behind cleaner client communication.

Some design work is visual. Some of it is structural. This page captures workflow systems that reduce friction, standardize communication, and make repeatable business processes easier to run.

CRM Integration / WordPress Plugin / On-Site Registration

Engel & Völkers Atlanta Lasso Leader System

Built a purpose-made WordPress-to-Lasso CRM integration that replaced fragile third-party plugin mapping across multiple new-development websites and on-site registration workflows.

  • Gravity Forms
  • Contact Form 7
  • Lasso CRM API
  • Field mapping UI
  • Project routing
View deep case study

Business Problem

  • Multiple project websites needed reliable lead routing into Lasso CRM.
  • Third-party connectors and custom field mapping created fragile failure points.
  • Sales-center registrations needed to flow through the same pipeline as website leads.

Outcome

  • One reusable plugin deployed across active project sites.
  • Consistent project attribution and form-to-CRM syncing.
  • Repeatable setup for future developments and on-site sales teams.

Membership Platform / Product Database / Custom WordPress

The Heather Style Custom Wardrobe & Shopping Ecosystem

Designed and developed a custom fashion membership platform that connects stylist recommendations, seasonal capsules, shopping links, private outfit calendars, and reusable product data into one scalable content system.

  • WordPress + Elementor
  • ACF Pro
  • Custom PHP shortcodes
  • Dynamic filters
  • Member-only content
View deep case study

What It Shows

  • Custom content architecture beyond a standard brochure site.
  • Reusable product data across outfits, capsules, and shopping pages.
  • Interface design for filters, product cards, and curated shopping flows.
  • Membership logic for protected calendars and private styling content.

Why It Matters

  • It demonstrates design taste and technical depth in one project.
  • It positions the work as a business system, not just a website.
  • It supports higher-value web, membership, and operational design work.

Google Workspace / Gmail / Sheets / Drive

Pillar Property Statement Draft Automation System

Developed a scalable Google Workspace automation system to streamline creation of monthly owner statement email drafts using Google Drive, Google Sheets, and Gmail.

  • Google Drive file matching
  • Google Sheets owner records
  • Gmail draft creation
  • Standardized messaging
  • Audit logging

Objectives

  • Reduce manual monthly email drafting.
  • Centralize owner and property information.
  • Create a scalable, repeatable monthly process.
  • Improve consistency across owner communications.
  • Minimize human error during statement distribution.

Automation Flow

  • Read statement files from Monthly Statements.
  • Match files to owner and property records.
  • Pull recipient and CC data from Google Sheets.
  • Create Gmail drafts with standardized subject lines and body copy.
  • Log results and errors for auditing.