Operating portfolio
Systems built for real enterprise consequences.
The through-line is governed execution: AI that is traceable, ERP that survives cutover,
revenue workflows that reconcile, controls that pass audit, and data that operators can trust.
Gallo AI / HaloBridge
Human-in-the-middle AI for regulated work.
A governed AI operating layer for healthcare, legal, finance, contracts, and audit
workflows: document ingestion, structured extraction, prompt logging, human validation,
versioned orchestration, and evidence packs.
Halo Fresh / Halo Trainer
Training, intake, and governed product workflows.
Halo Fresh and Halo Trainer extend the HaloBridge operating model into practical
workflow surfaces: training, review, document handling, QA/UAT evidence, route testing,
and the repeatable patterns needed to turn product ideas into controlled releases.
Gallo MVP
Applied AI product delivery with real validation.
Gallo MVP work spans document/OCR flows, mission-control analytics, approval evidence,
PR validation, Jira mapping, and production-readiness thinking around governed AI and
enterprise workflow automation.
Rooster Gateway / SavitchOS AI Gateway
AI routing, identity, policy, and provider control.
Gateway work separates AI applications from provider internals: virtual app keys,
request logging, provider policy, local Ollama routing, future Rooster integration,
safety boundaries, seed configuration, and HTTP-only integration contracts.
Teladoc / Corporate Applications
Revenue, ERP, and SOX systems under one operating model.
Leadership across Salesforce, Oracle RevPro, Microsoft Dynamics GP, NetSuite,
Dynamics 365, Zuora, Workday integrations, access controls, ITGC, automated controls,
interfaces, reports, and audit remediation.
Great Plains to Azure
Cloud migration without losing the business.
End-to-end project leadership for GP 2016 to GP 18.7, moving legacy on-prem
infrastructure to Azure while coordinating Finance, IT, vendors, UAT, cutover,
SalesPad, RevPro, reporting, SOX, ITGC, and secure access controls.
SavitchOS + Gerg
A personal AI command layer.
Mission Control, Gerg workflows, local-first AI, provider routing, task capture,
warehouse lookup, AI usage visibility, Gerg Vault, Card Vault, and practical automation
around the way work actually gets done.
Gerg Vault / Card Vault
Physical collections turned into AI-searchable assets.
Gerg Vault and Card Vault cover AI vision extraction, front/back card intake, review
queues, storage slots, valuation support, labels, mobile API contracts, iPhone app
integration, and review-first collection intelligence.
Forge
Automation workflows from messy source material.
Forge includes YouTube-to-skill generation, Bambu Studio workflow capture, headless
browser scouting, Reddit signal scouting, reviewed public-page evidence capture, and
runtime-targeted skills that can be approved before automation runs.
Data / BI / Trading
Warehouses, dashboards, and decision intelligence.
SQL, Power BI, Jet Enterprise, Python, PostgreSQL, macro and market data, event-risk
ingestion, financial reporting, operational dashboards, and broker-ready monitoring
designed to improve decisions before automating execution.
Alpha Desk / Trading Platform
Market monitoring before live automation.
The trading platform combines macro data, market warehouse feeds, event-driven alerts,
Brave/news ingestion, Reddit and browser signal scouts, Alpaca paper-account checks,
allocation drift, P/L, buying power, and a human approval path before live execution.
Home Warehouse / Inventory
Real-world objects made findable through Gerg.
The warehouse layer adapts Card Vault patterns to home inventory: containers, labels,
shelves, electronics, tools, printer supplies, restock signals, photo intake, and
natural-language answers like “where is this thing?”
ERP / Cloud Modernization
Large migrations with measurable operating impact.
GP to NAV, on-prem Exchange to Office 365, NetSuite/D365/Great Plains to Oracle MFCS
Cloud, Business Central implementation, warehouse/logistics systems, 3PL integrations,
and custom portals that reduced manual work and cost.