Coda-Based Integrated CRM for Clinic Operations
Centro de Psicología Sandra Ribeiro — Systems Architect
As the clinic grew, managing patient sessions, therapist coordination, billing, documentation, and communications across disconnected platforms became unsustainable and error-prone.
The clinic needed a scalable, fully integrated CRM solution to consolidate administrative, therapist, and management workflows, while ensuring data security, operational efficiency, and seamless integration with external services.
- Designed and built a multi-role CRM system entirely in Coda, supporting psychologists, administrative staff, management, and communications.
- Integrated external platforms including Google Calendar, Google Drive, the internal signature system, and Slack into operational workflows.
- Developed modules for patient intake, therapy session scheduling, session notes, payment tracking, invoicing, supervision tracking, and HR management.
- Implemented role-based access permissions to ensure patient confidentiality and operational clarity.
- Established automated workflows for session reminders, document management, and team communications.
- Led full team training and onboarding to ensure rapid adoption and minimal disruption.
- Centralized all clinic operations into a single, easily accessible platform, reducing administrative time and errors.
- Achieved seamless data flow between therapy sessions, billing, HR processes, and communication tools.
- Enabled real-time operational tracking for management without breaching patient confidentiality.
- Increased therapist and administrative staff satisfaction by reducing manual and duplicated tasks.
Offline-First Django CRM Development
Freelancer — Systems Architect
The Service of Applied Psychology at UNED needed a CRM system to manage patient cases and session schedules while complying with strict university regulations: no internet connection, full local data control, and access restricted to authorized administrative personnel only.
Commercial CRM solutions could not meet the university’s data sovereignty and security requirements.
The opportunity was to design and deliver a fully offline, GDPR-compliant CRM system capable of managing patient data, therapist schedules, supervisions, and administrative reporting, all from a single secured local machine.
- Designed and built an offline-capable CRM platform using Django, deployed locally on a dedicated Windows machine.
- Developed models and workflows for patient management, case tracking, session scheduling, therapist coordination, payment recording, and supervision logs.
- Implemented user authentication, access controls, and local backup procedures to secure sensitive data without cloud reliance.
- Built the system modularly to allow administrative users to operate independently with minimal technical intervention.
- Conducted full training for the administrative team on platform operation, basic maintenance, and data protection best practices.
- Documented all system procedures and provided a localized offline user manual.
- Delivered a fully functional, offline-first CRM that met all UNED’s data protection, access control, and operational requirements.
- Enabled efficient patient intake, scheduling, and case management without external software dependencies.
- Reduced administrative overhead by centralizing previously fragmented workflows into one streamlined system.
- Achieved full GDPR compliance for patient data storage and management within a university context.
Digital Transformation of Educational Product Portfolio
Instituto Europeo De Salud Y Bienestar Social — Product Owner
Instituto Europeo’s educational programs were originally delivered through static PDFs with minimal interaction, making them outdated and uncompetitive in the growing online education market.
The organization’s reliance on PDF-based courses severely limited student engagement, learning outcomes, and program scalability.
The opportunity was to modernize the entire program offering into dynamic, interactive, LMS-driven online experiences, dramatically improving student satisfaction and positioning the institution competitively in the digital education market.
- Led the full transformation of educational products from static PDF materials to interactive, dynamic online programs.
- Designed and launched a proprietary LMS platform customized for streaming classes, professor-led student support, interactive activities, and assessments.
- Defined and implemented structured workflows for course creation, professor training, and student onboarding within the new LMS environment.
- Managed cross-functional teams (engineering, education, communications, marketing) to ensure alignment and timely delivery.
- Built feedback loops to continuously gather student input and iterate course structures for improved engagement and completion rates.
- Integrated marketing strategies to reposition Instituto Europeo as a modern, high-quality online education provider.
- Successfully launched a new LMS platform supporting multiple Masters, Expert Degrees, and specialized courses.
- Increased student engagement and course completion rates significantly compared to the legacy PDF-based model.
- Expanded enrollment numbers through improved digital marketing aligned with the new interactive product offering.
- Strengthened student satisfaction scores and program reputation in partner university evaluations.
- Established a scalable and repeatable model for future program launches and updates.
End-to-End SaaS Product Management for B2B and Government Clients
The Cloud Group — Product Manager
The Cloud Group delivered SaaS solutions to medium and large private companies and public sector organizations. Products often required tailored development, strict compliance, and high client-facing coordination to meet complex operational needs.
Client organizations needed custom SaaS solutions for internal workflows and data management, but existing offerings lacked flexibility, compliance assurance, or scalable onboarding.
The opportunity was to strengthen product delivery pipelines, improve solution customization processes, and professionalize internal team operations to serve demanding B2B and government clients.
- Led end-to-end product management: requirement gathering (Toma de Requisitos), solution presentation, project scoping, development management, and launch.
- Acted as direct point of contact for high-profile clients, including Royal Emirates Group, TVE (Spanish Public Television), and Fundación Botín.
- Built and led the internal technical and operational team (hiring, training, upskilling) to ensure delivery excellence.
- Developed modular SaaS solutions tailored to specific client workflows, balancing scalability with customization.
- Established standardized processes for client onboarding, feedback cycles, and agile iteration.
- Supported integration with existing client infrastructures where required, ensuring interoperability and minimizing disruption.
- Successfully delivered customized SaaS platforms for private and government clients, increasing client satisfaction and renewal rates.
- Professionalized internal team operations, improving delivery timelines and product quality.
- Strengthened The Cloud Group’s reputation as a reliable SaaS provider for complex B2B and public sector needs.
- Reduced project delivery friction by standardizing requirement gathering and agile iteration processes.
Crowdin Integration and Localization Pipeline Ownership
Brainly — Product Owner
Brainly’s localization process was inefficient and error-prone, relying on outdated tooling (OneSky), manual developer requests, and inconsistent translation quality across platforms and markets.
With a global user base and content-driven platform, localization bottlenecks were delaying releases and creating UX inconsistencies.
The opportunity was to fully modernize the localization pipeline by selecting a better tool, automating developer workflows, and building a scalable internal localization operation.
- Researched and compared localization platforms; selected Crowdin based on automation potential, scalability, and platform compatibility.
- Led vendor negotiation, internal approval, and integration project across Android, iOS, and Web platforms.
- Owned post-integration management of the localization channel and acted as the single point of contact across development, product, and content teams.
- Selected, hired, and managed the internal localization team (translators, reviewers, language leads).
- Built automated workflows for developers to push and pull localization updates directly through Crowdin pipelines, removing manual steps.
- Designed process governance: versioning, priority setting, fallback handling, and communication protocols.
- Trained internal teams (engineering, content, product) on Crowdin workflows and access management.
- Replaced OneSky with Crowdin, enabling real-time, version-controlled localization across all platforms.
- Reduced localization turnaround time by eliminating manual developer steps and content handoffs.
- Improved translation consistency and quality across languages and product experiences.
- Established a repeatable, scalable localization framework adaptable to new products and markets.
- Increased engineering satisfaction by eliminating friction in the translation flow.
Appbot Platform Ownership and App Review Insights Team Management
Brainly — Product Owner
With millions of mobile users, Brainly’s app stores received constant user feedback through reviews — a high-volume, high-noise channel that had been underutilized for actionable insights.
User sentiment was fragmented across platforms and languages, with no structured process for extracting insights from reviews.
The opportunity was to operationalize app store feedback analysis using Appbot and a dedicated team to surface qualitative insights for product, UX, and support teams.
- Took full ownership of Appbot platform: user management, tag design, alerting logic, and feedback flow configuration.
- Recruited and managed a dedicated app review team responsible for tagging, triaging, and summarizing feedback across 7+ languages.
- Created standardized workflows for feedback escalation to Product, Design, Engineering, and Support teams.
- Implemented sentiment tracking dashboards segmented by platform, language, and feature.
- Coordinated with the localization and content teams to manage cultural and linguistic nuances in feedback interpretation.
- Established periodic insight reports and reactive feedback alerts tied to releases or spikes in negative reviews.
- Reduced latency between app feedback and issue detection, improving response time and customer trust.
- Improved signal-to-noise ratio in app reviews, surfacing 10x more actionable insights per cycle.
- Enabled structured tracking of feature-specific sentiment across time and geographies.
- Institutionalized a permanent feedback channel within the product development cycle.
Coda-Based Accounting System with Multi-Table Sync and Automation
Centro de Psicología Sandra Ribeiro — Systems Architect
As the clinic scaled, financial tracking became fragmented across spreadsheets, invoices, and session logs.
There was an urgent need for a unified accounting system to track revenue and expenses across therapists, session types, and payment sources — while ensuring data integrity and auditability.
Existing tools couldn’t connect session records, payments, invoices, and supervision tracking into a coherent, flexible financial overview.
Manual entry created duplication risk, poor traceability, and no real-time visibility into financial health.
The opportunity was to design a live, low-maintenance, auditable accounting system built entirely in Coda.
- Designed the system architecture to consolidate financial data from multiple service lines and workflows into a single source of truth.
- Implemented automated logic to sync and categorize income and expenses based on operational activity.
- Built custom interfaces to allow the administrative team to manage finances with minimal manual input or duplication.
- Ensured traceability between financial records and their operational origin (sessions, supervisions, payroll, etc.).
- Structured the system to support accurate forecasting, tax preparation, and performance reporting.
- Replaced fragmented financial tracking with a unified, real-time accounting system.
- Reduced manual workload and error rates in financial reporting.
- Enabled strategic oversight of the clinic’s revenue streams, costs, and category-level performance.
- Created a scalable foundation for further automation (e.g., invoicing, digital signatures, external integrations).