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Case study · Technical Safety Services · San Diego

Field scheduling and quoting tools

Designed databases and workflow tools to streamline scheduling, quoting, and special projects while working as a field technician in GMP-regulated facilities.

Period
2021 – 2023
Role
Calibration Field Technician III

Figures are those published in my resume. Architecture is described at the pattern level: no confidential configuration, pricing logic, or customer data appears on this site.

Field work in pharma, biotech, and healthcare facilities runs on tight schedules and precise documentation. The tooling for scheduling, quoting, and special projects left technicians doing coordination work by hand.

  1. Built databases and workflow tools alongside the day job, designed from the technician point of view because I was the technician.

Streamlined scheduling, quoting, and special-project workflows for the field team, and built the frontline understanding that now informs how I design sales systems.

Where it sits

The highlighted nodes are the systems and people this project touched.

works opportunities submits field leads creates opportunities change requests scope · validation two-way sync price books pricing rules closed-won data CRM + quote data history forecast + intervals models analytics Sales team national org · 3 divisions Field technicians on-site at customer facilities IT & external consultants change control I govern Salesforce CRM system of record Tech Opportunity Program field leads into the pipeline Pricebook automation Python · 48 modules DealHub CPQ quoting backbone Commissions automation closed-won to payout Snowflake · MS SQL Server analytics data layer Revenue forecasting ensemble · ETS · LightGBM · foundation models Power BI executive dashboards CEO · CFO · VP Sales Ops decisions in, rules out