Connect the underlying records.
Relational structures for people, organizations, identities, and assignments. Clear links across source systems, with review paths for ambiguous matches.
Data architecture · Platforms · Digital experiences
I build what
your business
runs on.
The database. The CRM. The reports. The website. I design and build connected systems that turn scattered information into useful tools for the people doing the work.
I lead data restructuring for a midsize financial services company with 370 employees.
THE ANATOMY OF A CONNECTED BUSINESS
ONE FOUNDATIONILLUSTRATIVE ARCHITECTURE · EXPLORE THE THREE STEPS
Built inside financial services
Hands-on experience leading data restructuring.
From the database to the interface
Architecture, applications, and the work between.
A builder you work with directly
One conversation that connects the whole picture.
From foundation to finished product
The pieces matter.
How they connect matters more.
Bring me the disconnected systems, the spreadsheet workarounds, and the reports nobody agrees on. I can help you build the structure and the tools to move forward.
01 / CAPABILITYData architecture
& warehousing
Give scattered information a home, a structure, and a clear path into the business.
What that includes
& warehousing
I design how data is collected, stored, connected, and made available for use. The aim is a foundation your reporting and applications can share.
- Source system mapping and consolidation
- Reusable reporting data layers
- Data quality, freshness, and reconciliation
02 / CAPABILITYRelational
database design
Get the relationships right, so the systems built on top can hold up.
What that includes
database design
People, customers, organizations, transactions, and assignments need consistent definitions and dependable relationships. I build that structure into the database.
- Entity relationships and schema design
- Keys, constraints, indexes, and query design
- Identity resolution across systems
03 / CAPABILITYCustom CRM
& internal tools
Put ownership, follow-up, and context where your team can actually use them.
What that includes
& internal tools
A useful CRM reflects how your business works. I build workflows around the people using them, from lead review and assignment to notes, status, and history.
- Lead and customer workflows
- Ownership, status, follow-up, and activity history
- Search, filtering, and role-aware views
04 / CAPABILITYReporting
& decision platforms
Turn reporting into a working view of the business, with detail behind every summary.
What that includes
& decision platforms
I connect the structure underneath to the questions people need answered. Company summaries, team views, period comparisons, and record-level investigation belong in one coherent experience.
- Executive dashboards and operational reporting
- Shared definitions and source reconciliation
- Interactive filtering and drilldowns
05 / CAPABILITYIntegrations
& automation
Connect your systems and reduce repetitive manual work.
What that includes
& automation
I connect APIs, schedule synchronization, and design practical handoffs between systems. I also assess where AI can help, with clear boundaries around data and responsibility.
- API connections and scheduled data flows
- Review queues and exception handling
- Practical automation and responsible AI
06 / CAPABILITYWebsites
& web applications
Build the public face of the business and the tools that do the work behind it.
What that includes
& web applications
From a website that earns trust to an application your team uses daily, I connect design, data, and functionality in the same build.
- Custom websites and business applications
- Responsive interfaces and useful interactions
- Connected forms, workflows, and reporting
Selected experience / Financial services
Built inside a business
that depends on its data.
In my current role, I’m responsible for restructuring how data is organized and connected across the business. My work spans the underlying data structures, relational databases, custom CRM workflows, and entire reporting platforms.
That experience shapes how I consult. I can follow a problem from the source record to the database relationship, through the reporting logic, and into the screen somebody uses to make a decision.
370
people in the organization.
Companywide data responsibility.EXPERIENCE FROM MY CURRENT ROLE
Build tools around the actual workflow.
CRM capabilities that bring together ownership, follow-up dates, status, notes, and change history. Practical interfaces for the people doing the work.
Turn reporting into a usable platform.
Company and team views, period comparisons, filtering, and drilldowns. Connected summaries with a path back to the records underneath.
Make reliability part of the design.
Business system integrations, scheduled synchronization, source reconciliation, freshness checks, and explicit handling of data that needs review.
The same breadth is available to your business: someone who understands the data, can build the application, and cares about how it feels to use.
How I work
Understand the business.
Then build what it needs.
I start with the people, the decisions, and the work that keeps getting stuck. The plan follows the business. The technology follows the plan.
01Useful recommendations you can explain.
02A clear scope before the build begins.
03Documentation your team can use.
04Direct access to the person doing the work.
01Find the real problem.
We map your systems, workflows, data sources, and pain points. I talk to the people using them and learn what a better working day would look like.
The result: a shared picture of what matters and what needs attention.
02Design the foundation.
I work through the relationships, definitions, system boundaries, and priorities. We agree on a practical roadmap and a scope that fits the business.
The result: an architecture and an implementation plan you can understand.
03Build and validate.
For an implementation engagement, I build the database, application, integration, or reporting layer. We review real workflows and test the details as the work takes shape.
The result: working software checked against the job it needs to do.
04Make it yours.
I document the system and walk your team through it. Ongoing support is available when you need help improving, extending, or maintaining what we built.
The result: a useful system and a clear path forward.
A clear place to start
Serious expertise.
Straightforward pricing.
Start with the level of help you need. Every advisory engagement delivers something useful on its own.
Start here
Clarity Call
$250
One hour, virtual or in person
- Discuss current pain points
- Review tools and workflow
- Identify immediate opportunities
- Leave with 2 to 3 concrete next steps
Get into the details
Walkthrough Day
$750
Full day on site, 6 to 8 hours
- Owner and staff interviews
- Process observation on the floor
- Tool and software audit
- Communication flow mapping
- Written summary within 5 days
A clear plan forward
Operational Blueprint
$1,500
Comprehensive improvement plan
- Built from walkthrough findings
- Prioritized recommendations
- Cost-benefit estimates
- AI opportunity assessment
- Implementation roadmap
- Presentation meeting with owner
- Quick wins you can act on today
Keep making progress
Monthly Support
$500 / month
Per month, cancel anytime
- Up to 5 hours advisory time
- Monthly check-in call
- Implementation coaching
- Priority email and text access
- Quarterly progress review
Advisory pricing: Base rates apply to businesses with 1 to 5 employees and simple systems. Larger or more complex operations are quoted at 1.25 to 2 times the base rate. Implementation: Database, CRM, reporting platform, and application builds are scoped separately before work begins.
A good fit
A growing business.
A complicated middle.
A better way forward.
Your systems have stopped keeping up.
The business has grown, but its data, tools, and processes still depend on manual workarounds.
You need more than another report.
You need shared definitions, connected records, and confidence in what the numbers are telling you.
Your team needs a tool that fits.
Customer management, lead review, internal workflows, or an application built around how you actually work.
You need someone to build it.
A practical partner who can connect the strategy to the database, the application, and the finished experience.
Let’s put it together
Tell me what needs
to work better.
A messy data problem. A CRM that doesn’t fit. Reports that take too long. An idea for a platform or a website. Start there.
Joshua Mills
Data, systems & digital experiences · Saint Paul, MN
Prefer to start small? A one-hour Clarity Call is $250. We’ll work through the problem and identify the next useful steps.
Give the conversation a head start.
A few details make the first conversation more useful.
A Clarity Call is a practical first step when you want to work through the problem and identify a direction.
Start the conversationOpens an email draft with your project details. Review it before sending.
Your data, handled deliberately.
Your data goes into public AI tools only with your explicit, informed consent. Client information is stored securely and deleted within 90 days of engagement completion.
Recommendations you can trust.
Tools are recommended for your needs, without referral fees or vendor incentives. Estimates are explained clearly. Work outside my expertise is referred to the right specialist.
Built for your independence.
Clear documentation, understandable decisions, and a useful handoff. You should know how your system works and how to move it forward.