Yisaiah Williams

Strategy & Action

• • Audited Zapier run history to separate test noise from real failures
• • Identified cases where Odoo webhooks never fired, not where Zapier failed
• • Mapped which Odoo events should trigger Zaps vs which actually did
• • Documented why “missing Zap runs” ≠ “Zapier error”

Operational Impact

• → Eliminated false blame on Zapier
• → Created a repeatable troubleshooting playbook
• → Improved stakeholder trust in automation reliability

Strategy & Action

• • Verified Odoo automation domains (model, stage, project filters)
• • Confirmed limitations: Odoo does not log outbound webhook payloads
• • Refactored automation logic to reduce silent no-ops
• • Ensured stage changes, task creation, and field updates triggered correctly

Operational Impact

• → Fewer “nothing happened” scenarios
• → Clearer understanding of where failures occur (Odoo vs Zapier)

Strategy & Action

• • Built and hardened KPI pipelines for permit timelines, inspection scheduling, and performance
• • Fixed timezone drift (UTC handling) and float/date misinterpretation
• • Addressed serialization and concurrency failures
• • Added pytest coverage to prevent regressions

Operational Impact

• → Live dashboards now reflect accurate, real-time operational data
• → Reduced manual KPI reconciliation to near zero

Strategy & Action

• • Automated 14-day permit status checks with conditional email alerts
• • Built follower-aware To-Do creation (no duplicate notifications)
• • Enforced domain logic tied to Project IDs, Task stages, and Permit status fields
• • Synced inspection and permit states into KPI systems

Operational Impact

• → Compliance follow-ups are automatic and consistent
• → Ops team no longer tracks deadlines manually

Strategy & Action

• • Diagnosed QuickBooks task sync failures
• • Confirmed exclusion logic for test transactions
• • Verified Zap payload integrity before accounting creation
• • Ensured external services only trigger on valid production data

Operational Impact

• → Prevented bad financial records
• → Reduced accounting cleanup work

Strategy & Action

• • Performed full audit of a major Odoo backend theme
• • Identified excessive sudo() usage, controller-level security risks, and bottlenecks
• • Delivered severity-graded remediation guidance

Operational Impact

• → Reduced attack surface
• → Improved long-term maintainability

Strategy & Action

• • Converted raw logs into executive summaries and plain-language explanations
• • Created repeatable documentation formats for automations, errors, and KPI systems
• • Explained complex failures without jargon for non-technical users

Operational Impact

• → Faster approvals
• → Less confusion between Ops, Engineering, and Leadership

Intervention

• • Refactored address entry with structured state/city selection and validation
• • Enforced strict 5-digit ZIP validation to prevent downstream integration failures
• • Normalized phone numbers to E.164 format for credit processor compatibility
• • Implemented multi-step wizard with local draft persistence and resumption

Result

• → Eliminated submission failures caused by malformed data
• → Brokers can now monitor applicant progress in real-time
• → Session handling and authentication became consistent and secure

Intervention

• • Built a fully automated submission pipeline with durable database persistence
• • Implemented auto-retry workers for transient failures
• • Added payload normalization and pre-submission validation logic
• • Created broker retry tools for self-service recovery

Result

• → Submission reliability improved significantly
• → Eliminated manual remediation for integration timeouts
• → Full lifecycle tracking for every submission attempt

Intervention

• • Refactored ledger rollups to auto-refresh on transaction changes
• • Fixed logic where setup wizard updates silently reset reconciliation metadata
• • Ensured 'Close Deal' eligibility accurately reflects true financial state
• • Implemented scripts to repair historic ledger inconsistencies

Result

• → Deals now close automatically without false blockers
• → Financial state remains consistent through wizard re-runs
• → Reduced manual accounting intervention

Intervention

• • Redesigned document grouping and status tracking for clarity
• • Extended payloads with metadata required for downstream integrations
• • Fixed viewer rendering state crashes and infinite refresh loops
• • Ensured dealer-room delivery tracking and confirmation

Result

• → Reliable document collection and tracking
• → Clear visibility into delivery status
• → Integration-ready document metadata

Intervention

• • Corrected setup wizard cancel/reopen behavior to prevent blocking
• • Isolated wizard state management from unrelated mutations
• • Stabilized navigation to prevent incorrect view transitions
• • Optimized document tab synchronization

Result

• → Predictable, frustration-free broker workflows
• → Reduced support tickets related to UI glitches

Intervention

• • Implemented integration clients with auth caching and retry logic
• • Enforced strict payload validation (ZIPs, financial data) before API calls
• • Conducted pre-production readiness testing for external APIs

Result

• → Integrations operate reliably under high load
• → External services only receive valid, production-ready data

Intervention

• • Implemented SMS-based verification for credit applications
• • Secured session handoff mechanisms between portal views
• • Restricted public endpoint access to authenticated sessions
• • Minimized sensitive data exposure in draft fields

Result

• → Secure, compliant public workflows
• → Protected applicant data throughout the lifecycle