Charles D.

For a company specializing in commercial prospecting, I designed and developed a turnkey automation solution **combining a CRM & AI layer**, intended to free up business teams from low-value-added tasks and allow them to focus on customer relationships.

- Scoping needs with operational teams: identifying daily friction points (incoming email management, information requests, quotes, invoices, follow-ups).

- Transforming daily used data (documents, excels, diagrams) into programmatically usable databases.

- Design and implementation of a CRM adapted to prospecting processes.

- AI automation layer to automatically process low-value-added emails: understanding incoming requests, drafting contextualized responses, generating documents (quotes, invoices, follow-ups) with one-click human validation.

- "Shopping cart" system dependent on the service catalog for quotes

- Quote / Invoice / Follow-up Generator

- Implementation of an automated follow-up and prospect tracking system.

55% reduction in time saved for employees on repetitive tasks related to customer communication via Email.

Within a private family office: Development & management of a productivity application: communication, organization, and collaboration. Launched in private beta and still in operation.

- Product scoping and definition of the technical roadmap, to provide visibility to project sponsors.

- Coordination and development of a multidisciplinary team (design, mobile, backend, infrastructure, analytics)

- Design and development of a messaging system (conversations, messages, conversation indicators)

- Implementation of automatic categorization to sort messages and information effortlessly.

- Integration of AI-powered semantic search, allowing information retrieval without having to remember exact keywords.

- Development of collaborative features (checklists, polls, forms).

- Automated follow-up and reminder system, connected to third-party tools.

Development and maintenance of the internal data platform to provide visibility and

- Development of backend features: forms, roles, permissions, search, consultation, and data restitution.

- Integration with existing Datawarehouse data.

- Design and development of alert configuration forms and monitoring screens

- LLM integration to build natural language analytical queries.

- Development of a Query Builder for Marketing Funnel Analysis

- Creation of a CRUD module for generating formatted URLs for marketing campaign tracking

- Integration of third-party services and APIs for data synchronization.

- Technical support, bug fixing, and continuous platform maintenance

- Assistance to the Data Engineering team for migration to Google Cloud Platform (Orchestrator maintenance, integrations)