Years leading change
Across enterprise CRM / ERP, digital operations, automation, and transformation.
Prepared for ButterflyMX
AI that earns its place in the operating plan.
A point of view on turning AI ambition into measurable customer value, safer workflows, and an organization that learns faster.
SCROLL TO EXPLORE
THE THESIS
Valuebefore volume
Peoplebefore platforms
Evidencebefore theater
Guardrailsthat enable speed
01 / POINT OF VIEW
AI TRANSFORMATION IS NOT A TOOL ROLLOUT.
It is a portfolio of better decisions, redesigned workflows, and compounding organizational capability.
The work starts with business priorities. It succeeds when teams trust the system, leaders can see the economics, and governance is part of the workflow—not a PDF sitting beside it.
For ButterflyMX, that means protecting the trust inherent in property access while finding practical ways to delight customers and lower the cost of serving a growing platform.
02 / PROOF OF EXECUTION
THE NUMBERS BEHIND THE POINT OF VIEW
Transformation is credible when it changes the operating result.
These outcomes came from combining systems thinking, commercial ownership, process discipline, and team adoption—not from deploying technology in isolation.
Year-over-year revenue
Helped triple revenue while improving operating control at RecStuff.com.
Loss to profitability
Helped move the business into profitability within six months.
5–10PER WEEK
→1–2PER YEAR
Fraud exposure reduced
Paired tighter controls and evidence discipline with a 100% chargeback success rate.
15–17PEOPLE
→4PEOPLE
CUSTOMER SERVICE TRANSFORMATION
More capacity. Fewer errors.
Redesigned customer-service workflows, controls, documentation, and team practices so four people could sustain work previously requiring 15–17—with virtually no data-entry errors.
30TEAM MEMBERS
500+EMPLOYEES
40+STATES
DISTRIBUTED LEADERSHIP
Lead through systems, not proximity.
Managed teams of up to 30 while working within organizations of more than 500 employees operating across 40+ states.
Own the whole outcome.
Accountable for ecommerce P&L and performance across pricing, margin, forecasting, marketing, marketplaces, warehouse coordination, customer experience, and executive reporting.
Build adoption into the work.
Consolidated two BigCommerce environments, strengthened the source of truth, and built SOPs, knowledge resources, Jira/Confluence workflows, training, and team operating rhythms that made change usable.
Translate across the table.
Led a remote consultancy serving 50+ brands across industrial, manufacturing, B2B, and DTC environments—aligning executives, operators, developers, marketers, and customers.
02A / ENTERPRISE SYSTEMS FLUENCY
PUBLIC SIGNALS. DIRECT EXPERIENCE.
Work across the enterprise. Improve the operating system around it.
ButterflyMX's public roles point to Salesforce, HubSpot, and connected ERP, WMS, and billing workflows. That is where my enterprise systems and transformation experience is most relevant.
Salesforce administration & revenue operations
Extensive hands-on Salesforce administration, plus HubSpot and Zoho CRM experience spanning data quality, reporting, workflow automation, user processes, and adoption.
ERP, OMS & billing workflows
Verified experience across NetSuite, SAP, ERPNext, and Sellercloud—connecting inventory, fulfillment, customer, finance, and reporting workflows.
Governed agents & workflow redesign
Practical agent and automation design with human oversight, explicit permissions, source grounding, auditability, escalation paths, and measurable business outcomes.
Jira, Confluence & knowledge systems
Documentation, intake, ownership, SOPs, training, and change-management systems that turn technology into adopted organizational capability.
Leadership principle: validate ButterflyMX's real environment with engineering, security, product, and operators before prescribing platforms or patterns.
03 / OPPORTUNITY MAP
START WITH THE WORK, NOT THE MODEL.
Six places to look for earned advantage.
Hypotheses to validate with ButterflyMX teams and customers—not promises made without the data.
Resident support copilot
Ground answers in product and property context, shorten resolution time, and preserve a human path for access-sensitive moments.
MEASUREResolution time · CSAT · Escalation quality
Access incident triage
Summarize signals, retrieve relevant procedures, and give operators a decision-ready brief—without allowing AI to grant access.
MEASURETime to insight · Auditability · Error rate
RFP & proposal intelligence
Turn product truth, customer proof, and property requirements into faster, more consistent commercial responses.
MEASURECycle time · Win rate · Content accuracy
Launch knowledge layer
Help internal teams and customers navigate installation, configuration, and integration guidance with cited answers.
MEASURETime to launch · Deflection · Adoption
Service-risk signals
Combine operational patterns with service history to prioritize investigation and reduce avoidable disruption.
MEASUREUptime · Truck rolls · Lead time
AI-enabled operating rhythm
Give every function a safe way to discover, test, measure, share, and scale the workflows that earn adoption.
MEASUREHours returned · Adoption · Verified value
04 / PROMPT LAB
PROMPTING AS OPERATING DESIGN
A good prompt encodes the job, judgment, and guardrails.
Explore the anatomy of a security-conscious AI workflow. This is a simulated demonstration of the thinking—not a live production system.
CONTEXT / SYSTEM INSTRUCTION
Give the model the operating reality
>
You are supporting a cloud-based property access platform used by property teams and residents. The request may involve a security-sensitive workflow. Use only retrieved, current company sources.
SAMPLE OUTPUTREADY
Select “run” to reveal the structured evaluation.
WHY THIS MATTERS
Prompt quality is a management system: explicit context, bounded authority, testable outputs, and a feedback loop.
BUILT, NOT JUST IMAGINED
I design the system around the prompt.
Retrieval-augmented service operations
Designed a governed workflow combining knowledge retrieval, transactional order lookup, ticket creation, abuse protection, source grounding, and deliberate human handoff.
Automated accessibility evaluation
Built a Docker-based Playwright and axe scanner that turns repeatable web checks into structured, actionable results.
Human-controlled automation
Designed customer, revenue, and operating workflow concepts with explicit checkpoints, bounded authority, and measurable outcomes.
06 / FIRST 90 DAYS
LISTEN DEEPLY. PROVE EARLY. BUILD TO LAST.
Leave the first quarter with evidence and momentum.
A working plan designed to be refined with leaders, teams, customers, and the realities already in motion.
DAY 0130
Map the value system.
Listen across the company, baseline key workflows, inventory tools and data, map risk, and align on decision rights.
- Executive priority map
- AI maturity & risk baseline
- Use-case intake launched
DAY 3160
Prove the pattern.
Launch two or three bounded pilots with accountable owners, control groups, evaluation criteria, and adoption support.
- Pilot scorecards
- Responsible-use guardrails
- Champion network activated
DAY 6190
Institutionalize learning.
Scale the proven workflow, retire weak experiments, publish the roadmap, and make portfolio economics visible.
- 12-month roadmap
- Budget & talent plan
- Reusable enablement playbook
07 / HOW I LEAD
BUILT TO MEET THE CULTURE
The transformation should feel like ButterflyMX.
01Delight customers
Measure the experience, not the novelty.
02Take ownership
Give every outcome a name and a number.
03Collaborate
Build with the teams who know the work.
04Speak up
Make risk, uncertainty, and tradeoffs visible.
05Think big. Do small.
Hold the ambition; shorten the learning loop.
06Be tenacious
Stay with the behavior change after launch.
A FINAL THOUGHT
The future of property access will be intelligent. It must also remain trusted.
I would welcome the chance to help ButterflyMX build both—turning AI into practical value for customers, teams, and the business.
Prepared with intent byAdam KorteDirector, AI Strategy & Transformation candidate