Kristin.Lee.Co
Kristin.Lee.Co
Operations · Advisory · Writing

Case Studies · Tyler Technologies

Real systems.
Real impact.

Four enterprise systems designed and shipped — chaos into governed, automation-driven execution.

180+

Workflows

6+

Departments

“Chaos → governed execution, across four enterprise systems.”
Currently Building

CoPlay Ocala — work + play, together.

CoPlay Ocala coworking lounge with glass sightlines into the indoor play village
Visit live site →
CoPlay Ocala · Membership Space · Ocala, Florida

A room where working parents and their kids both thrive

I'm helping bring CoPlay Ocala to life — a beautiful membership space built for work-from-home parents who need focus, community, and the peace of mind that their children are safely playing nearby. Coworking lounge, Montessori-inspired play village, premium coffee bar, meeting rooms, and parent-centered events, all designed around one idea: you shouldn't have to choose between your work and your family.

  • ✦Concept-to-launch brand, messaging, and membership strategy
  • ✦Waitlist, survey, and Founding Family growth systems
  • ✦Interactive floor plan and tiered membership preview
  • ✦Community programming from Working Mom Wednesdays to STEM Saturdays
186
Families interested
5,200
Sq ft concept layout
4
Planned membership tiers
Ocala, FL
Launch location
01
Automation Ecosystem · Multi-Department Platform

Enterprise Operations System Architecture

A centralized operations platform connecting intake, validation, execution, fulfillment, and reporting across 6+ departments. Supports 30+ active implementations and 180+ service workflows.

  • ✦Designed end-to-end multi-layered automation architecture in Jira
  • ✦Built validation gates, governance, and cross-functional automation chains
  • ✦Established real-time leadership visibility into execution and risk
  • ✦Scaled operations without adding coordination overhead
70–80%
Operational visibility lift
60–70%
Manual coordination removed
30+
Concurrent implementations
180+
Service workflows
02
End-to-End Implementation Handoff Transformation

Implementation Intake & Lightning Bolt Escalation

A single intentional trigger that activates downstream automation across implementation, support, engineering, hardware, and accounting — replacing hours of manual coordination with one controlled action.

  • ✦Replaced email/Teams chaos with structured Jira intake + validation
  • ✦Designed the Lightning Bolt trigger that links all downstream tickets
  • ✦Enforced approvals, ownership, and required data before execution
  • ✦Built leadership dashboards for go-lives and workload distribution
30+
Concurrent implementations
1-click
Cross-team escalation
100%
Standardized intake
Real-time
Lifecycle visibility
03
End-to-End Service Operations Transformation

Service Request Fulfillment Workflow

A lifecycle-driven workflow system unifying service intake, technician execution, hardware fulfillment, and accounting into a single governed pipeline.

  • ✦Connected intake → triage → approval → execution → closeout
  • ✦Automated technician time tracking and assignment routing
  • ✦Integrated hardware fulfillment and accounting into one lifecycle
  • ✦Live dashboards for workload, trends, and resolution patterns
180+
Requests under management
40+
Hardware transactions / mo
2–3×
Volume scalability
50%+
Technician accountability
04
Decision Governance System · Jira Service Management

Credit Card Restriction Lift Compliance Workflow

A multi-stage compliance and decision-making system enforcing structured voting, approval governance, and full auditability across compliance and customer service teams.

  • ✦Designed end-to-end compliance review → voting → manager approval flow
  • ✦Automated voter notifications and enforced approval sequencing
  • ✦Built dashboards for status distribution, aging, and bottlenecks
  • ✦Made every decision auditable with full documentation history
90+
Total requests managed
25+
Active simultaneously
70%+
Decision transparency
50%+
Risk reduction
Client Work · Automate & Align

Same thinking, small-business scale.

05
Backyard Builds Co. · Small Business / Woodworking · Excel → Operational Platform

From sticky notes to a full business OS

A custom-build woodworking business running on memory, Facebook DMs, and a spreadsheet of completed orders. In one session, I rebuilt it into an 8-sheet operational platform — live order pipeline, auto-calculated balances, profit per order, real-time tax liability, and a monthly summary that updates itself.

  • ✦Audited the existing workbook and mapped a 4-phase roadmap
  • ✦Rebuilt 8 connected sheets driven by a single Settings hub
  • ✦Migrated and reconciled all 17 historical orders with zero re-entry
  • ✦Built a Monthly Summary auto-aggregating revenue, profit, payments & tax
“I built the spreadsheet to keep track of orders, but I want to elevate it — I want to turn this into an entire project and project plan.”
— Backyard Builds Co., at the start of our session
17
Orders migrated & reconciled
$6.2K
Revenue now fully tracked
919
Working formulas, zero errors
8
Sheets built in one session
Want the same for your business? Explore Automate & Align →
Transparency · How I Work

AI as a thinking partner, not a shortcut.

The architecture, decisions, and judgment behind every system above are mine. I use AI tools — ChatGPT, Claude, and GitHub Copilot — the same way a modern operator uses any other tool: to move faster, reduce friction, and stay focused on the work that actually requires human thinking.

✦
Documentation

Drafting, structuring, and refining workflow docs, runbooks, and process guides.

✦
Meeting synthesis

Summarizing notes and pulling out action items, owners, and decisions.

✦
Data analysis

Exploring patterns, sanity-checking numbers, and accelerating reporting.

✦
Research & solutions

Quickly evaluating approaches, edge cases, and automation patterns before building.

Every system, decision, and outcome on this page was designed, validated, and shipped by me. AI helps with the supporting work — it doesn't replace the architect.

Bring this to your business

Ready for systems that run themselves?

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