From request to agreement: reducing manual work
A proposed workflow for capturing information once, using AI to prepare proposals and contracts, and replacing duplicate tracking with one shared project record.
Read caseExperience in financial operations, process automation and international programme delivery. I clarify responsibilities, reduce avoidable manual work and build practical tools to support execution.
Perspective
Operations professional based in Geneva, with experience in private-equity operations and automation at Pictet, KYC process research and applied AI prototyping, and international programme delivery at Swissnex in China.
My work connects quantitative analysis with practical process improvement: examining where work stalls, clarifying responsibilities and building tools around the controls and judgement the organisation needs.
Profile and experienceWriting
Resistance to process change often contains useful information. How to identify what people are protecting, make the decision fairly and move from the old process to the new one.
A faster task can save effort while leaving the wider process unchanged. Eight mistakes to avoid in measurement, controls, ownership, roles and implementation.
A task-by-task method for SME leaders to find where AI pays, where a simpler tool does better, and when the honest answer is not yet.
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