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Case Studies

Recent Engagements

Client names have been withheld or generalized to respect confidentiality; details below reflect actual project scope and outcomes.

Salesforce Organization Merger — Social Media & Ad-Tech Platforms

Challenge
Following a corporate transaction between a major social media platform and an advertising technology company, the two organizations needed their separate Salesforce environments merged into a single, unified platform.
Approach
Engaged as lead technical architect, responsible for designing and overseeing the full merger strategy across data, automation, and integrations.
Outcome
A consolidated Salesforce organization supporting the combined business without disruption to ongoing sales operations.

Self-Service Ad-Sales Portal — Entertainment & Streaming Media

Challenge
A major entertainment and streaming media company needed to launch a self-service advertising sales portal, requiring deep Salesforce integration with existing ad-operations infrastructure.
Approach
Served as senior Salesforce engineer, owning integration design and development, extensive custom API development, data management, and process automation.
Outcome
A functioning self-service ad-sales platform; following launch, extended support and oversight to the company's broader streaming and advertising divisions' Salesforce organizations.

Advertising Technology Modernization — B2B Media & Events

Challenge
A B2B media and events company needed to modernize an aging advertising technology stack spanning Salesforce and a homegrown production system, with integration reliability becoming a growing risk.
Approach
Engaged as technical consultant to lead the initiative moving the company off a middleware integration platform and onto a direct, custom-built API architecture.
Outcome
A more reliable, maintainable integration layer supporting the company's advertising operations without third-party middleware dependency.

Publishing & Sales System Integration — Newspaper Publisher

Challenge
A major newspaper publisher needed ongoing technical leadership across two critical systems: its publishing platform and its Salesforce-based sales front end for print and digital advertising.
Approach
Serving as lead technical consultant, developing and supporting all custom integrations connecting the publishing system to the Salesforce sales platform.
Outcome
Reliable, continuously supported integration between publishing and sales operations, maintained on an ongoing basis.