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About Toby Alexander

I help organisations use AI, automation and data to improve delivery, reporting and decision-making. I bring strong hands-on experience with AI and LLM tools including Cursor, Claude, Glean and Python-assisted workflows, using them to accelerate analysis, turn documentation and operational data into usable insight, and build reporting assets that are practical, reliable and business-ready.

What makes me stand out is the combination of AI capability, Atlassian platform expertise and reporting design. I do not just experiment with tools or configure platforms in isolation; I connect systems, structure data and translate messy operational requirements into clear workflows, trusted dashboards and scalable solutions that teams can actually use.

I typically work across Jira, Jira Service Management and Confluence administration, workflow and field optimisation, request and approval design, Power BI dataflows, reporting models, business-facing dashboards, audit-ready analytics and cross-system automation. My focus is on improving operational visibility, reducing friction in how teams work, and delivering reporting and process improvements that make complex environments easier to manage, measure and scale.
  • English

    Native or bilingual

  • Italian

    Native or bilingual

Remote only
Primarily works remotely

Experience

  • InvestCloud
    AI ENGINEER
    DIGITAL AND IT
    January 2021 - Today (5 years and 7 months)
    Venice, Italy
    • Primary internal expert on Glean, Google Gemini and Claude Code; drove AI-powered enterprise search and agentic development adoption across departments.
    • Built end-to-end agentic workflows using Claude Code with Atlassian and Glean MCP servers - enabling Claude to read/update Jira tickets and Confluence pages, pulling cross system context directly into each coding session.
    • Used Claude Code to build and refactor Power BI dataflows, Power Automate jobs, and JSM configurations, delivering an explicit ~2× capacity increase on BI and Atlassian tasks.
    • Co-developed the Claude Usage Power BI report, giving AI leadership visibility into Claude Code adoption and licence consumption across engineering.
    • Contributed real-world scenarios to the Platform Claude Code Community of Practice, grounding the shared claude-setup framework in production use cases.
    IT Strategy Data Governance Web analytics AI Automation AI Agent
  • InvestCloud
    BI REPORT DEVELOPER & DATA ENGINEER
    DIGITAL AND IT
    January 2021 - Today (5 years and 7 months)
    Venice, Italy
    • Architected a company-wide Power BI intelligence platform: semantic models, DAX measures, Dataflows, and Snowflake integrations spanning Jira, Tempo, Kiplot, HubSpot, UKG, and web analytics.
    • Built an 11-page Marketing & Sales dashboard consolidating digital funnel, social, and HubSpot data; and the Kiplot/IC Products effort report comparing estimated vs. actual effort by product and skill set.
    • Designed the Atlassian User Audit report - surfacing access levels, activity, and unused licences to support compliance and cost optimisation.
    • Built the Tempo timesheet compliance report (3-hour refresh cycle) and the PCG operational ticket dashboard with 12-week trend views and weekly KPIs for management.
    • Owned end-to-end dataflow governance: extraction, transformation, semantic modelling, incremental refresh, and Confluence documentation for every report
    Microsoft Power BI Business intelligence Reporting Optimization Modeling
  • InvestCloud
    SYSTEMS ADMINISTRATOR
    DIGITAL AND IT
    January 2021 - Today (5 years and 7 months)
    Venice, Italy
    • Administered Jira Software, JSM, Jira Assets, Confluence, and Tempo end-to-end - owning workflows, field schemes, permission/notification schemes, SLA configurations, and user provisioning.
    • Designed and owned the IC Products taxonomy - the canonical product dimension used across Jira, Tempo, and Power BI for portfolio reporting and billing.
    • Led Atlassian vendor initiatives including external instance renewal and Bitbucket - Atlassian organisation/billing migration.
    Database administration System administration Agile method Agile CRM Scrum

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Education

  • MSc Applied Computer Studies
    Middlesex University
    1995
    MSc
  • BSc Physics with Space Science & Technology
    University of Leicester
    1991
    BSc

Skill set

Categories