I work at the intersection of Intelligent Document Processing (IDP) and workflow automation, with deep hands-on experience in Tungsten Automation (Kofax TotalAgility, Capture, Transformation, RPA). Over the years, I’ve delivered solutions that automate classification, extraction, and straight-through processing for clients in banking, insurance, and finance (AP/AR). My work often combines OCR and AI/ML tools such as AWS Textract, Google Tesseract, and Google Clarity, and I’ve recently been exploring the use of LLMs to further boost accuracy and usability. I bring programming experience around digital documentation and IDP using PowerShell, Python and .NET, along with building and integrating APIs (REST and SOAP) to streamline automation. I’ve also deployed and optimized these solutions on the AWS cloud, and I enjoy transforming complex, document-heavy processes into simple, reliable workflows that deliver measurable business value.
Developed and delivered automation solutions for major financial services clients, including BNY Mellon (investment banking), Travelers Insurance (insurance), Royal Bank of Canada (retail and commercial banking), and Discover (credit cards). Engagements focused on document automation, workflow modernization, and performance optimization, leveraging Tungsten Automation (Kofax) and AI/ML integrations.