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Challenges and results

Problems these systems address.

Four bottlenecks in content, proposal and sales work, and what I built to clear each one.

The challengeProposal setup took days before any writing started.What I built

An AI proposal workspace that turns a new RFP into folders, branded templates and a first draft from approved content. Gaps go straight to the right subject expert, and a person reviews every section before submission.

ResultNew RFP to an 80 to 90% complete first draft in approximately 30 minutes. Setup used to take 1 to 2 days.

The challengeAI tools needed to reach daily use instead of stalling after a pilot.What I built

I started with the knowledge, then the tool. I gathered what the company already knew into a curated knowledge base with clear limits. Then I built agents on top of it and trained the people who use them.

ResultAn agent I built drafted a 35-page RFP response live, in a single demonstration.

The challengeContent approvals were getting lost in email.What I built

An approval workflow with clear stages, from draft to review to published, so everyone can see where each piece stands. AI drafts, and named approvers decide.

ResultEvery company social post now runs through one register, with a tracked record in place of scattered email threads.

The challengeGood opportunities were being missed across scattered procurement portals.What I built

Automated screening that checks public buyer portals every weekday and sends a short digest to the people who make go/no-go calls. I refine the format based on what readers tell me.

ResultThe digest screens 18 public sources every weekday, and its format has improved with each round of reader feedback.

Built with Claude

RFP Workspace

The problem
Each new RFP took 1 to 2 days of setup, then weeks of drafting across several authors with different writing styles.
What I built
A structured AI workspace with the house style, templates, a tracker and one folder per bid. It flags gaps for subject experts and keeps its own status report up to date.
The result
A new RFP becomes a folder structure, branded templates and an 80 to 90% complete first draft in approximately 30 minutes.
  1. New RFP
  2. Folders and templates
  3. AI first draft
  4. Expert review
  5. Submission
Built with Claude

Content Approval Register

The problem
Post approvals lived in scattered email threads, with no single view of what was waiting, on whom, or why.
What I built
A complete content approval app. It drafts post copy and graphics from the company knowledge base, then carries every post through six defined stages, from first draft to published. Each post is tagged by campaign, channel and message angle, checked against a four-point review list and sent for approval in one click, with every change saved to its version history. One master text file per post generates the graphics, the register record and the review email, so content is never retyped and never drifts.
The result
Every company post since launch has gone through it, so each one has a single tracked record from first draft to publication. It cut estimated production and approval time per post from 4 hours 35 minutes to 42 minutes, an estimated 85% reduction worth roughly 420 hours a year.
  1. Draft
  2. Awaiting approval
  3. Changes required
  4. Approved
  5. Scheduled
  6. Published
See the features and a design mock-up
  • Six-stage workflow, from Draft to Published
  • Four-point review: graphics, post copy, first comment and graphic copy
  • A message-angle framework: risk, method, solution and specification led
  • One-click review requests, with sent status tracked
  • Campaign and channel tagging across LinkedIn, Facebook and Instagram
  • Saved views, an archive and search across every post
  • Version history on every post
  • Hourly check reports any post a colleague changed, field by field
  • Posts move from Scheduled to Published automatically at their publish time
  • 15-page branded user manual and an executive summary
Display advertising · built Oct 2026

AdRoll Ad System

The company’s display advertising sat in a library of 69 ads made by an outside agency in 2025. None had been updated or tested against each other since, and every new message meant a separate design job for each ad size, so the ads rarely changed. I built a system that turns one approved message into a complete ad set: the message is written once, and the system produces it in all 9 sizes AdRoll recommends, checks every file against AdRoll’s format requirements automatically, and uploads the set into audience groups matched to the pages each visitor viewed. Ad claims are drawn only from statements the company has already published, and a person approves the copy before anything is generated.

  1. Write the message
  2. Generate all sizes
  3. Format checks
  4. Approval
  5. Upload and test
  • One message, all 9 AdRoll sizes, including three native formats
  • A/B tests run messages side by side, and weaker ads are replaced from the same templates every 6 to 8 weeks
  • Clicks and costs are read from AdRoll, and leads are traced in HubSpot through tagged links, so results are measured as enquiries rather than clicks alone
  • The first set is 5 designs produced as 45 files across two audience groups, with no change to the advertising budget
  • Design rules, decisions, source files and the generator are kept together in one project, so the next change follows the same steps as the last
In-house video studio · built Oct 2026

Video Maker and Video Studio

The company had no video team and no studio budget, yet its new systems needed training material so people could learn them without one-to-one sessions. I built a video production system on Claude that turns a brief and source documents into a finished, on-brand video with a matching PDF guide, and a Video Studio page where every video is filed by number and series.

The problem
Training, explainer and promotional video would otherwise mean an outside studio for every piece, so most of it never got made.
What I built
The system writes the script and a scene plan for approval, records the software on screen where a walkthrough is needed, generates AI footage and images where the story needs them, and assembles the video in the house format: branded open and close, music and word-timed sync between voice and picture. It then builds the matching guide and files both in the Video Studio. A person records the voiceover from the approved script, and the lessons from each build go into a checklist so the next video needs no rework.
The result
25 videos in the first 12 days, including two complete training series for the company’s registers, service explainers and short promotional pieces. The whole system is packaged as a shareable Claude plugin, so a colleague can make a video by describing it and supplying the documents.
  1. Brief and documents
  2. Script approved
  3. Capture and AI footage
  4. Assembly and guide
  5. Filed in the studio
25videos filed in the first 12 days
12training videos, each with a PDF guide
Pluginpackaged so colleagues can make their own videos
0outside studio fees
Microsoft Copilot Studio

Company AI agents

Specialist agents anyone in the company can open and ask. Each has one job and draws on the shared knowledge base, so its answers use the company’s real services and approved facts.

The agents
  • Bid response assistant
  • Marketing expert
  • Google Ads expert
  • Cybersecurity advisor
  • Sales sequence builder
  • 3D image prompt generator
35 pagesRFP response produced live by the bid agent in a single demonstration
  • One agent per job, rather than one agent for everything
  • Grounded in the shared knowledge base
  • A person reviews every output before it is used
Weekday digest · live since Aug 2026

Bid Digest

Finds new public-sector opportunities, including bids the standard reports miss, and delivers them as one short digest every weekday morning.

  1. 18 sources screened
  2. New bids matched
  3. Weekday digest
  4. Bid decision makers
Sources
  • Public procurement portals
  • Municipal and regional buyers
  • Provincial bid listings
18sources screened
Weekdaysone short digest every weekday morning
Go/no-gowritten for the people who decide which bids to pursue
1,717past bids consolidated from dozens of spreadsheets into one record
Bid records · company-wide

Bid Opportunity Register

A complete bid management app for every pursuit, current and historical, built so leaders and subject experts can see where each bid stands and check the history before a go/no-go call.

The problem
Decades of bid history sat in dozens of spreadsheets, entered by hand. Many outcomes were missing or recorded wrong, so the history was hard to rely on.
What I built
A single register where every pursuit carries a file code and one of 13 defined states, each with a plain-language definition. A state change takes one click and is written back to the master tracker, with a visible flag until the write-back is done. Historical records can be flagged and corrected, a no-bid stays open until someone records the reason, and every change is versioned. In October 2026 I rebuilt it on the Shipley bid lifecycle, with six stages from Identify to Closed, a named bid lead on every record and a win/loss reason with a debrief field. A six-criteria scorecard scores each opportunity on fit, relationship, competition, capacity, strategic value and risk, and returns a Bid, Discuss or Pass recommendation.
The result
1,800 records across 684 buyer organisations now sit in one traceable register. Every correction improves the data behind the next go/no-go decision. A dashboard shows win rate by year, top buyers and contracts coming up for renewal, and a recompete radar flags contracts before they expire.
  1. Flag a record
  2. Correct the state
  3. Written back to the tracker
  4. Better go/no-go data
See the features and a design mock-up
  • 13 defined states, from Pursuit to Won, Lost or No Bid
  • 27 saved views, including closing soon, needs a decision, bid calendar and by organisation
  • One-click state changes, written back to the master tracker
  • Flag-and-correct for historical records
  • Required no-bid reasons, so every decision is explained
  • File codes and direct links to each pursuit folder
  • Full-history search across every past bid
  • Version history on every record
  • Bid/no-bid scorecard: six criteria, scored 1 to 5, with a weighted recommendation
  • Key dates tracked: questions deadline, site meeting, award date and contract end
  • Recompete radar and follow-up flags on bids waiting over 60 days
  • Dashboard: win rate by year, top buyers, renewals and no-bid reasons
  • 18-page user manual for the executive and bid review group
Brand system · built Oct 2026

MYRA Design System

MYRA’s visual identity, brand rules and past work, held in one central system in Claude Design, so every new piece of design work starts on brand instead of from a blank page.

The problem
MYRA’s brand material was spread across more than 16,000 files in many formats, mixed with drafts and archives, much of it cloud-only and readable only in the software that created it.
What I built
I converted that material into a structured design system in one working session: 547 files across four packages covering logos, fonts, colour rules, finished work in 12 categories and a vector library converted from the original artwork. The logo was rebuilt as layered vector files in five approved colourways, with named layers for the arc, each letter and the tagline, so it can be animated piece by piece. Two off-palette blues found in older files were ruled out in favour of the approved palette.
The result
From the system, Claude Design generated design tokens, 24 foundation cards, 19 reusable components, 7 slide types and 2 UI kits, and its automated design system check reported no issues. Social posts, presentations, brochures, event material, print, advertising, email, interactive pages and animation can now start from one brand foundation.
  1. Brand files
  2. Four packages
  3. Tokens and components
  4. On-brand work
547files supplied across four packages
16,000+brand files the system was drawn from
24foundation cards documenting the brand
19reusable components, with 7 slide types and 2 UI kits
Built with Claude

Claude projects

Claude projects I built for my own work and use every day. Each one knows its task, the house style and the company’s facts, so a first draft takes minutes rather than hours.

Content
  • Social posts
  • Post to blog article
  • Video scripts
  • Business cards
Sales
  • One-page sales sheets
  • Sector outreach campaigns
  • Partner co-marketing
  • Contact list documents
Bids
  • RFP Workspace
  • Opportunity search
  • Consultant resumes for bids
  • Connected to the shared knowledge base with defined permissions
  • Recurring procedures saved as reusable skills
  • Every draft is reviewed and edited by a person
Built with Claude · Sales enablement

Sales materials on demand

A sales sheet starts as a short brief. My one-pager project drafts it in house style from approved company facts in the shared knowledge base, and a person checks every claim before it goes to a seller. The mock-up below follows one sheet from brief to approval.

See a design mock-up, from brief to approved sheet
1The brief

What the seller needs

Audience
Municipal IT managers
Service
AI Guardrails for Microsoft 365
Angle
Risk led
Format
One page, one call to action
2Approved sources

Only what the company has approved

  • ai-guardrails.mdApproved
  • municipal.mdApproved
  • house-style.mdApproved
  • approved-claims.mdApproved
3The draft

In house style

Harbourline IT · AI GuardrailsSwitch on AI without exposing a single file.

An AI assistant can surface any file a person can open. We find and close the gaps first.

  • Two-week access check
  • Clean-up and a one-page AI use policy
  • A monthly report for council
Book the two-week access check
4Review

A person decides

  • Every claim traced to an approved source
  • Voice matches the house style
  • One clear call to action
  • Plain words a buyer would repeat
Sales leadApproved
Design mock-up with invented data for a fictional company, Harbourline IT. The live project is an internal company tool.
  • Drafts from the shared knowledge base, not from memory
  • One angle per sheet, from the same framework I use for social posts
  • Every sheet is reviewed and approved by a person
How the pieces fit

The AI stack, layer by layer.

A language model is only one component of a useful business AI system. The real work is designing the infrastructure around it: the knowledge it can access, the systems it connects to, the skills it applies and the people who direct its output.

I’ve designed and implemented each of these layers inside a working business environment. Here’s how they fit together, and what I’ve built at each level.

See all six layers, and where my work sits in each
  1. 01

    The model

    LLMsThe reasoning engine

    The model interprets instructions, generates content and works through problems. It provides the underlying capability, but has no inherent knowledge of your organization or its current operations.

    In my work · Claude · Microsoft Copilot Studio
    Since 2024Daily use across the business
    • Built Claude-based drafting environments for proposals, marketing, sales materials and video production.
    • Developed Copilot Studio agents for colleagues across the company.
    • Led the push to bring Claude into the company’s AI workflow, giving teams the flexibility to select the right model for each task.
  2. 02

    The knowledge layer

    Knowledge architectureRetrievalContext engineering

    The knowledge layer gives AI access to approved organizational information. Instead of relying on general training data, systems retrieve relevant company facts, standards and working context when a task requires them.

    In my work · Company-wide AI knowledge base · Context engineering
    86Interlinked knowledge files
    • Consolidated company services, expertise, operating facts, brand voice and constraints into a structured source of truth.
    • Designed query routing that directs agents to the relevant knowledge rather than loading unrelated information.
    • Established controlled read and write permissions for project-specific updates and knowledge maintenance.
    • Authored the agent identity and tone-of-voice standards used across connected systems.
  3. 03

    Connections

    IntegrationsData flowsBusiness systems

    Connections link AI to the tools and information a business already uses. They move information between systems, reduce manual coordination and make workflows more responsive to changing data.

    In my work · Bid Digest · Bid Opportunity Register · RFP Workspace
    18Public sources screened every weekday
    • Built a weekday bid-monitoring workflow that screens public procurement sources and delivers relevant opportunities to decision-makers.
    • Connected bid tracking to a master register, with controlled status updates and confirmation flags.
    • Created a self-updating RFP status workspace that keeps response teams aligned on progress and outstanding work.
  4. 04

    Skills

    Reusable proceduresStandardsTask-specific expertise

    Skills give AI repeatable instructions for specific jobs. They encode proven procedures, decision rules and quality standards, so work is performed consistently without rebuilding the instructions every time.

    In my work · Skill library · House standards · Content frameworks
    5Message angles built into every post
    • Developed reusable skills for recurring workflows, including scheduled procurement screening.
    • Established proposal standards, branded templates and structured response procedures.
    • Designed a five-angle messaging framework covering risk, method, solution, specification and partnership.
    • Standardized consultant resumes for bid submissions.
  5. 05

    Agents

    OrchestrationMulti-step executionWorkflow automation

    Agents use the model, knowledge, connections and skills to carry out multi-step work. They coordinate tasks, produce deliverables, identify missing information and move work through defined processes.

    In my work · RFP Workspace · Copilot Studio agents
    30 minNew RFP to first draft
    35 pagesDrafted live in a demonstration
    • Built an RFP workspace that generates folders, branded templates and an 80 to 90% complete first draft in about 30 minutes, replacing a setup process that took one to two days.
    • Designed expert routing for unanswered requirements, and backup procedures before document edits.
    • Built and demonstrated a Copilot Studio bid agent that generated a 35-page response live.
    • Developed additional agents for marketing, advertising, cybersecurity guidance, sales sequences and image prompting.
  6. 06

    Human oversight

    GovernanceApprovalAccountability

    Human oversight establishes who sets the direction, evaluates the output and authorizes action. It is the control layer that makes AI-assisted work accountable, traceable and appropriate for the business.

    In my work · Content Approval Register · Bid Opportunity Register
    1,800Bid records, current and historical, in one traceable register
    • Established a six-stage content approval process with a four-point review checklist and named approvers.
    • Defined 14 bid states, including a documented rationale before a no-bid decision can be closed.
    • Introduced versioned changes and correction workflows for historical records.
    • Train colleagues to direct and review AI systems, with human approval required before content or decisions are released.

The architecture is the advantage.

The model is increasingly accessible. What differentiates a useful business AI system is the infrastructure around it: reliable knowledge, connected workflows, reusable expertise, coordinated agents and clear human accountability.

That’s where I work. I design the systems that turn AI capability into practical, repeatable business operations.

Training

AI training.

I present at company AI sessions and train people on every system I build. The training rests on one idea, that AI works best when you direct it the way a director runs a production, with a clear vision, a full brief and a final review. The video below is the longer of my two training videos on the ELIZA effect, and the core habits are also in eight free guides on getting better results from AI at work (The Director’s Chair series).

The ELIZA Effect: How Human Habits Quietly Break AI Collaboration

How human habits quietly break AI collaboration

Approximately five minutes. Built as a presentation and converted to a narrated video with Microsoft 365 Copilot.

  • PowerPoint
  • Microsoft 365 Copilot

Produced for MYRA Systems Corp. The video is MYRA’s property and plays from the company’s official YouTube channel.

Next: enablement.

The sales content, training and course that help people use these systems well.

View enablement →