BUSINESS SYSTEMS & AUTOMATION EXPERT
Turn your messyoperations intosystems that work
Based in the Philippines. Supporting businesses worldwide.
TRUSTED ACROSS TEAMS IN
HOW I WORK
SCATTEREDOPERATIONS→Systems That Work
Check invoicesFollow upUpdate reportManual notesSpreadsheetsMultiple versions Email RequestsUntracked Client CallsManual notes BookingsDouble entries CRMIncomplete data PaymentsReconciled late MessagesAcross platforms LIVE ACTIVE READY
Dashboards & Reporting
Cycle time-32%vs. last period
Completion94%on schedule
Open items184 need review
Operational trend+18%
84%On target
Weekly volume1,284
Automated Workflows
- RequestCaptured from the right channel
- ValidationRules checked automatically
- AssignmentRouted to the right owner
- CompletionUpdated, logged, and notified
Internal Tools & Portals
- Client request #1048Ready for reviewReview
- Operations handbookUpdated todayOpen
- Team access requestApproval neededApprove
01SCATTERED OPERATIONS
Scattered work, disconnected tools, and manual processes.
02SYSTEMIZE & AUTOMATE
Turning scattered operations into one connected, automated system.
03Systems That Work
The output: clearer reporting, automated workflows, and tools teams can actually use.
Dashboards & Reporting
Cycle time-32%vs. last period
Completion94%on schedule
Open items184 need review
Operational trend+18%
84%On target
Weekly volume1,284
Automated Workflows
- RequestCaptured from the right channel
- ValidationRules checked automatically
- AssignmentRouted to the right owner
- CompletionUpdated, logged, and notified
Internal Tools & Portals
- Client request #1048Ready for reviewReview
- Operations handbookUpdated todayOpen
- Team access requestApproval neededApprove
SERVICES
What I buildfor your business
Business systems, automations, and tools built around how you actually operate.
DATA & DECISION SYSTEMS
Turn scattered data into clear decisions.
- Sales Dashboard
- KPI Reporting System
- Data Cleanup & Reporting Template
AUTOMATION & AI SYSTEMS
Automate repetitive work and connect your tools.
- Workflow Automation
- Tool Integration Setup
- AI-Assisted Workflow or Agent
INTERNAL APPS & TOOLS
Build the tools your workflow actually needs.
- Custom Calculator
- Internal Tracker or Portal
- Lightweight Web or Mobile App
PRIVATE CONSULTING & COACHING
Solve the problem with focused one-on-one support.
- Systems & Workflow Review
- Spreadsheet / Automation Help
- Live Problem-Solving Session
Not sure what you need yet?
Tell me what’s slowing your workflow down. I’ll help you figure out the right system.
FEATURED PROJECTS
Realsystems that work
A selection of systems I’ve designed and built for real businesses.
QA Framework
A standardized QA framework combining process design, documentation, training, and operational quality controls.
- QA
- Process design
- Documentation
- Training
Install & Repair Pricing Calculator
A structured pricing and quoting system built to centralize business logic, item requirements, and quote preparation.
- Google Sheets
- Advanced Formulas
- Data Validation
- Business Logic
Lead Intake & Qualification Automation
An automated workflow for capturing leads, structuring incoming information, qualifying requests, routing ownership, and triggering follow-up.
- Lead intake
- Qualification
- Routing
- Follow-up
GorillaDesk Calls Analytics
A call-operations analytics system for missed calls, activity comparison, customer matching, and performance visibility.
16K+ consolidated activity records- Dashboarding
- Missed-call Analysis
- Data Transformation
- Customer Matching
Install & Repair Sales Dashboard
A sales-funnel and operations dashboard for lead qualification, job status, timelines, and install/repair pipeline visibility.
- Sales Funnel
- Lead Tracking
- Job Status
- Operational Reporting
IN THE LAB
A look at what I’m building next.
Have something similar in mind?
Let’s turn the problem into a working system that makes your operations smoother.
EXPERIENCE
Built through solvingreal business problems
Six years of solving operational problems, improving reporting, and building automated systems that work.
Romanelli Pools
Data Analyst · Systems & Automation
Aug 2024 – Aug 2026
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Built dashboards, pricing tools, and automated workflows for sales, service, and operations.
Connected data from multiple systems into decision-ready reporting and operational dashboards.
Developed systems for lead tracking, pricing, calls, bookings, and service workflows using Google Sheets, GorillaDesk, and automation tools.
Urban Land Institute
Corporate Partnerships & Strategy Coordinator
Nov 2025 – Apr 2026
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Supported partnership strategy through structured data, reporting, and operational coordination.
Transformed Power BI and NetForum CRM data into analysis-ready datasets for renewal forecasting, strategy, and business development.
Built standardized reporting frameworks and improved visibility across partnership and advertising workflows.
Miss Excel
Spreadsheet Specialist
Aug 2025 – Nov 2025
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Delivered advanced Excel troubleshooting, automation, and custom spreadsheet solutions for global clients.
Built formulas, pivot-table solutions, and workflow automations that reduced manual work by up to 70%.
Improved internal credit tracking and billing workflows using Airtable and Outseta.
Grocapitus Investments
Sales Analyst
Jul 2024 – Aug 2024
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Analyzed investor activity and sales data to support funding and business decisions.
Tracked investor journeys from engagement through investment across two syndications.
Built dashboards connecting sales activity, investor interactions, and funding outcomes.
Boldr.
Quality Assurance Advocate
Aug 2023 – Aug 2024
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Built quality assurance systems, automated reporting, and customer-experience insights.
Developed standardized QA frameworks and reporting workflows for operational teams.
Improved reporting accuracy by 36% and customer satisfaction by 15% through analysis, process improvement, and automation.
TTEC
Quality Assurance Specialist
Nov 2022 – Jul 2023
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Improved customer-service quality through QA evaluation, analytics, and root-cause analysis.
Increased adherence to client standards by 20% through structured phone, chat, and email evaluations.
Supported process improvements that reduced customer complaints by 10% and strengthened operational consistency.
Inspiro
Compliance Analyst / Quality Assurance Specialist
Aug 2020 – Nov 2022
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Managed quality assurance, compliance, reporting, and audit processes across customer-service operations.
Built reporting and data-management tools using Google Sheets and Looker Studio to improve operational visibility and reporting accuracy.
Supported compliance reviews, process improvement, and remediation initiatives across cross-functional teams.
Acadsoc Ltd.
ESL Teacher
Jan 2014 – Dec 2019
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Delivered structured English instruction while tracking student progress and adapting learning strategies.
Managed performance records, corrective learning plans, and classroom outcomes across diverse learners.
Built strong communication, training, facilitation, and performance-tracking skills.
- MPB
Makabata Para sa Bayan, Inc.
Administrative Assistant
Feb 2013 – Apr 2016
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Supported administrative operations, documentation, reporting, and meeting coordination.
Built and maintained spreadsheets and databases for organizational performance tracking and recurring reports.
Improved document management, record-keeping, and internal administrative workflows.
STACK
The tools behind the work
A practical stack across analytics, automation, operations, and lightweight product development.
Data & Reporting
- Google Sheets
- Microsoft Excel
- Looker Studio
- Power BI
- SQL
- Python
- Google Data Studio
Automation & Integration
- Google Apps Script
- Zapier
- n8n
- Make
- Webhooks
- API Integrations
AI & Development
- ChatGPT
- Claude
- Gemini
- Codex
- Antigravity
- JavaScript
- TypeScript
- React Native
- Expo
- Node.js
- Git
- GitHub
- VS Code
Knowledge & Collaboration
- Notion
- Granola
- ClickUp
- Monday
- Jira
- Asana
- Trello
- Smartsheet
- Google Workspace
CRM & Business Systems
- Airtable
- HubSpot
- Salesforce
- Outseta
- GorillaDesk
- PandaDoc
- Jotform
- Zendesk
- Gorgias
- Driversnote
- Gusto
- Deputy
Growth / Marketing / Outreach
- Google Ads
- ClickFunnels
- Instantly
- HeyReach
- ConvertCalculator
FEATURED CERTIFICATIONS
Continuously learning,Always building
Industry-recognized credentials that strengthen the systems, analytics, and automation work I deliver.
Verified
Google Advanced Data Analytics
Verified
Microsoft Power BI Data Analyst
Microsoft
Verified
Google IT Automation with Python
Verified
Google Business Intelligence
Verified
IBM Data Analyst
IBM
Verified
Google Digital Marketing and E-Commerce Professional Certificate
Google AI Essentials
Six Sigma White Belt
Aveta Business Institute
View all credentials on Credly
Verified. Trusted. Up-to-date.
RECOMMENDATIONS
What people say about working with me
Feedback from clients, collaborators, and teams I’ve supported.
The quality of his work exceeded my expectations.
Dennis VerstraetenThe Fit Villa Experience
Oliver was a rockstar essentially!
Tiffany CambioGrocapitus
I highly recommend working with Orlec.
Nick LoeraFinancial Coach
Orlec was very fast and proficient in the work he did for me.
Nicole VilacaWork, Wealth & Travel
Orlec understands the vision.
EmmanuelUpwork Client
I absolutely enjoyed working with Orlec.
Gilad SuselTryoutNature
I'm glad we picked Orlec’s brain.
Eunice AgustinBoldr PH, Inc.
Like what you’re hearing?
Let’s talk about what’s slowing your operation down.
INDUSTRIES SUPPORTED
Experience across varied operating models, customer journeys, and business environments.
- SaaS
- FinTech
- Healthcare
- e-Commerce
- IT Services
- Real Estate Investment
- EdTech
- Repair & Maintenance
THE PROMISE
Systems that work beyond the handoff
Built Around Your Operations
No forcing your business into a generic template. The system is designed around the way the work actually needs to flow.
Usable by Real People
Clear interfaces, practical workflows, and documentation so the solution does not depend on one person understanding how everything works.
Built to Keep Working
Structured logic, maintainable automation, and visibility into what is happening so the system remains useful after delivery.
That’s the promise behind
LET'S WORK TOGETHER
Messy workflows?Build a better way to work.
Start a Project
For custom systems, automation, dashboards, internal tools, and workflow improvements.
Start a ProjectDiscuss a Role
For full-time or part-time opportunities across business systems, analytics, automation, and operations.
Discuss a RoleBook Consulting
For focused one-on-one help with spreadsheet, automation, analytics, AI, or workflow problems.
From $100/hourRequest a Session