95% reduction in losses caused by rapidly growing fraudulent activity Business Functions Primary: Risk Management, BI & AnalyticsSecondary: Operations / Process Optimisation, HR, CX Tools Core: Monday.com, Tableau, SQL, Zapier, Twilio Context Rapid market growth and digitalisation have triggered a surge in fraudulent activity. Bad actors exploit identity theft and deceptive techniques to steal assets and funds, and to avoid payment obligations. The absence of adequate measures leaves a Fortune 500 company exposed to disruptions, reputational and financial losses (such as unsettled insurance claims and unpaid invoices), increased customer churn and staff turnover, undermining the entire business model. Decision Create a Fraud Prevention & Response system Goals Minimised exposure to fraud and associated losses Proactively adaptable to evolving techniques Increased awareness across staff False-positives proof Quick to respond Approach I led the design and company‑wide roll‑out of a fraud‑prevention framework that combined process innovation, technical execution and change management. Process innovation Developed industry‑first verification protocols Collaborated with ICANN to dismantle fraudulent email domains Supported Chief Product and Technology Officer (CPTO) in a phone‑system checking CRM integration Introduced online forms and chat for reporting and new preventive measures Team enablement Created a dedicated Fraud Specialist role Built onboarding frameworks and improved induction processes Delivered company‑wide fraud‑prevention workshop Workplace, dashboards and automation Designed a KPI‑tracking dashboard Built a Monday.com workspace powered by no & low-code automations to streamline case management This gave the company a scalable, sustainable way to detect, prevent and respond to fraud. Results Revenue Business Protected from fraud with deal validation solution Detection Nearly all fraud attempts are spotted and addressed Less Losses Since introducing verification protocols Of False Positives No legitimate counterparts incorrectly flagged as fraud Average Response Time From detecting a threat to applying preventive actions Gallery See more https://miro.com/app/board/uXjVJc6aFvY=

Recovered £41M revenue via Electronic Data Interchange (EDI) workflow Business Functions Primary: Revenue Operations, Finance & AccountingSecondary: Sales Operations, L&D, Risk & Compliance Tools Core: Google Sheets, JS, SQL, Airtable, Zapier Context The company processed 300K+ deals annually. Each required documentation exchange between customer, contractor, billing, and back to customer. Commisions are paid regardless of invoice status. Poor document flow, exacerbates by a no-email policy and weak process visibility, resulted in £8M worth of deals (4K+) sitting unbilled. Dozens are voided post-commission weekly, whereas some are deliberately mishandled. When Sales reps leave, documents vanish, and billing can't enforce accountability. Decision Design and deploy a company-wide EDI workflow with built-in deal validation, connecting Sales, Contractors and Billing in a single system. Goals Enable document exchange across departments and external parties Reduce time from deal completion to invoice Prevent voided deals post-commission Improve CRM hygiene and data ownership Approach A phased, cross-functional rollout: Secured C-level buy-in by quantifying risk and highlighting gaps Created Unbilled Clerk and Unbilled Lead roles with performance-based pay, added to the org structure and led hiring and coaching from scratch Built the initial EDI workspace using Google Sheets + SQL + JavaScript automation Created reusable comms templates for each document checkpoint Developed internal knowledge base and training materials Added a document upload on CRM, visibility controls, and RevOps reporting Launched exit workflows to stop reps leaving with unresolved deals Transitioned the Unbilled Clerk's workspace to AirTable powered with Zapier automation KPI Layer: Tracked time-to-bill, number and quality of documents processed, flagged errors, team throughput Implemented OKRs to align team output with company goals Results Revenue Recovered By processing 19k+ outdated invoices Ratio of Unbilled Deals Aging post-commision Invalid Deals Caught via validation tool Gallery Monthly Count of Processed Deals Ratio of Unbilled Deals Before and After System Launch Monthly Count of Invalid Post-Commision Deals See more https://miro.com/app/board/uXjVJWhOB8Y=/?embedMode=view_only_without_ui&moveToViewport=-2351,-3574,2600,3162&embedId=505551695840