Automation
Streamlining CASE Workflows with Modern Tools
Does your expert lose files? Are you concerned about privacy breaches? Do they charge you to scan documents? Do the charge you administrative fees?
Unlike other experts…
I leverage tools and workflows to maximize efficiency, accuracy, and productivity in CASE (Computer-Assisted Software Engineering) processing, automation, and documentation. My approach is rooted in continuous improvement, harnessing both established and emerging technologies to reduce manual effort and deliver faster, higher-quality results.
My Automation Toolbox
Server & Document Automation
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NAS + Docker + Python OCR: Automated, recursive OCR of PDFs, overwriting originals and logging errors for seamless document digitization and searchability, 100% indexing.
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Xodo & EZPDF: Advanced PDF annotation, review, and collaboration on mobile devices.
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Custom Macros & Excel API: Automated data entry, reporting, and integration with external systems. Expert use of Excel features like PivotTables, VLOOKUP, Power Query, and VBA for API integration and workflow automation
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Indexing software: Seearching capabilities across all mediums. OCR
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OneNote & Onetastic: Structured digital note-taking, automated organization, and cross-device sync for rapid documentation.
Field & Data Capture
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GoPro 13, Gimbal, Bodycam with Remote Camera: High-quality field documentation and evidence capture.
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Mavic Pro Drone: Advanced environmental and aerial data collection for comprehensive case records.
Speech, Transcription & Geolocation
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Samsung Transcribe, Samsung : Instant voice-to-text and mobile data capture, transcription, note taking
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GPS: Real-time geospatial documentation and tracking.
CASE Processing & Documentation Workflow
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Automated Ingestion: PDFs and images are automatically OCR-processed on QNAP/Docker, ensuring all documents are searchable and standardized.
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Data Integration: Excel macros and APIs pull and push data between systems, eliminating manual entry and reducing errors
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Annotation & Review: Xodo/EZPDF and OneNote streamline collaborative markup, review, and case note documentation.
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Field Evidence: GoPro, bodycams, and drones capture, organize, and sync field data directly to case files.
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Reporting & Billing: Automated Excel and FreshBooks workflows generate reports and invoices with minimal manual intervention.
Efficiency & Impact
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Time Savings: Automation reduces repetitive tasks, freeing up time for analysis and decision-making
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Accuracy: Minimizes human error in data handling, documentation, and reporting.
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Scalability: Workflows adapt to increasing caseloads without additional overhead.
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Transparency: Detailed logs, error tracking, and audit trails for every automated process.
Custom workflow using macro/excel
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Macro-Driven Excel Solutions: Automated data transformation, API integration, and custom reporting
