Our work
Projects I scoped, designed and built
Selected projects across Salesforce, Odoo and integrations. Client names are withheld; the scope and results are as delivered. I am glad to talk through any of them in detail.
Service Cloud for a service team split across the US and EU
A public case form, regional routing and case lifecycle automation in a small first phase, then warranty, entitlements and SLAs in the second.
Moving years of service history from Salesforce into Odoo
Migration tooling for cases, email and files, then the clean-up that makes migrated data usable: original dates and machine ownership.
Replacing a hosted LMS with a training academy inside Odoo
A full migration from a hosted learning platform to Odoo eLearning, with custom modules to play SCORM courses and control who can see them.
Financing and multilingual quotes in Salesforce CPQ
A lender’s rate table turned into a lookup-driven price rule, and EU quotes that print in four languages with the right brochure attached.
A lead and pipeline module for Odoo 19 CRM
Custom Odoo modules that give leads their own workflow, flag the ones going stale and report on pipeline velocity.
One-click supplier file packs for multi-level assemblies
An Odoo module that gathers every drawing and document needed to quote and build a part, replacing a feature lost in the move from a Salesforce-based PLM.
Customer email logged on Odoo contacts without a paid connector
A Gmail sync module that records reps’ customer email on contacts, reusing credentials the company already had.
Sanctions screening wired into visitor sign-in
A serverless integration that screens every visitor and their employer at the front desk and holds any match for a human decision.
Account Engagement forms, scoring and a bulk send from Salesforce
Forms that survived a website rebuild, a scoring model that had stopped meaning anything, and a way to push many records to marketing at once.
A customer portal for order history and reorders
An authenticated Experience Cloud site where each customer sees their own orders, invoices and files.
Merging acquired Salesforce orgs, then carving one business back out
A sprint-based org consolidation after acquisitions, followed later by a scoped export for a divested product line.
Planning a move from Zendesk to Service Cloud
Requirements, data mapping and extraction for a support operation with long, multi-step case workflows.
Next step
Have a project like one of these?
A first conversation is 30 minutes with the person who would do the work. You will leave knowing whether I am the right fit and roughly what it would take.