John
F.
Williams

Independently conceived and built a complete digital retirement planning system targeting Michigan's 400,000+ public school educators — from market research and product strategy through full technical execution. Built entirely alongside a full-time role.

• Architected a 5-table Airtable CRM with Make.com automation including webhook/JSON parsing and multi-step advisor notification workflow
• Built a Softr.io client portal with role-based access, integrated with the Airtable backend
• Designed the Retirement Success Score™ — a proprietary 0–40 composite scoring system across four planning dimensions used as the lead generation engine
• Developed a 30-video content library architecture segmented by educator career stage and hire date
• Full deployment stack: WordPress/Elementor, Cloudflare Pages, cPanel, GitHub, SendGrid with domain authentication

Inherited a manual sales reporting process that took 24+ hours to verify and was riddled with data retrieval failures. Redesigned it from the ground up — reducing verification time by 99.99% and eliminating chronic data issues entirely.

• Reduced reporting verification time from 24 hours to near-instantaneous through process redesign and automation
• Led SharePoint/Power Automate modernization: production dashboard, Fixed Annuity data entry form with conditional logic, management proposal to firm principals
• Built custom commission and activity calculators for a complex annuity and life insurance product environment
• Cited as key contributor to a 39% boost in annual production across the advisor base

Designed and built a complete lead generation website for Nick Pagano, a 401(k) plan advisor at GLP Financial Group. Started from a PDF brochure and delivered a live, professional site with service agreements and client acquisition infrastructure.

• Built from PDF brochure to live production site — full design, copy, and development
• Drafted three formal service agreement options governing the client relationship (flat fee, retainer, per-client acquisition fee) under Michigan law
• Deployed and maintained via Cloudflare Pages and GitHub

Built a custom browser-based reconciliation tool to resolve chronic client data mismatches between VOYA and internal systems. Deployed as a lightweight static application — no backend required — with full CSV import/export capability.

• Browser-based tool requiring no backend infrastructure — pure HTML/CSS/JS
• CSV import and fuzzy matching logic to identify and flag data discrepancies
• Deployed to Cloudflare Pages via GitHub for instant team access
• Also built a hybrid VOYA/JOHN CSV client database consolidation system

Spearheaded the design and deployment of a QR code-based attendance and data collection system at Eastern Michigan University's Holman Success Center. What began as a two-device pilot tracking study table attendance grew into a campus-wide platform logging over 144,000 scans across dozens of event types — and produced documented academic outcomes.

• Scaled from 2 scanning devices to 140 across a 23,000-student campus — covering study tables, Gen Ed events, textbook checkout, tutoring, and supplemental instruction programs
• Demonstrated measurable GPA improvement for at-risk student-athletes and resulted in two Greek organizations being removed from academic probation
• Built a QR-coded student ID database, designed validation workflows, and administered the full system end-to-end
• Recognized by CodeREADr in a published case study — described as "an entrepreneurial graduate assistant" who made the program "enormously successful"
• Saved the university $250K through an optimized shared reporting system adopted institution-wide as a template