Start with reality
I begin with how people actually work, where the dependable information lives, and why the existing tools are not giving them what they need. Then I connect the sources and use AI to make that reality easier to act on.
Giving teams real-time answers across business systems
Ecommerce product operations | Cross-system product intelligence
Marketing and Customer Service regularly needed product answers about cost, margin, inventory, and likely stockout timing. The source data existed in Salesforce and Shopify, but neither system gave these teams a simple, complete answer, so the questions kept coming back to me. I used Coefficient to bring live Salesforce and Shopify data into a structured spreadsheet that acted as the engine under the hood. I organized the fields and calculations around the questions people actually asked, then built a focused Gemini interface so Marketing and Customer Service could get current answers in plain language without learning the underlying systems.
“The system closest to a transaction is not automatically the best place for someone to get an answer. The source systems needed a dependable logic layer and a simpler doorway for the people using the information.”
Defined the useful questions, selected the authoritative sources, designed the data model and calculations, and established what a trustworthy answer needed to contain.
Provided the approachable question-and-answer layer over the connected, continuously updated product data.
I built and governed the information system; Gemini made it easy for other teams to use without depending on me.
How I approached it
- Started with the recurring questions Marketing and Customer Service needed answered
- Connected live Salesforce and Shopify data through Coefficient
- Built a controlled spreadsheet layer for cost, margin, inventory, and stockout logic
- Created a focused Gemini interface that made the resulting answers approachable and immediately available
Where judgment mattered
I determined which sources were authoritative, how the data needed to be joined, which calculations could be trusted, and what the answer needed to show before Gemini ever presented it.
What changed
Marketing and Customer Service could get product answers in real time instead of waiting for me to investigate, and I recovered an estimated 30 to 40 hours per year for higher-value product work.
I would start with the questions employees repeatedly ask, connect and structure the authoritative data behind them, then create a focused AI layer that makes reliable answers available without adding reporting burden.