Claud Foz
A Professional Profile in Operations & Technology Management
Executive Profile Summary
A highly accomplished senior executive with 18 years of international experience in the Information Technology and Customer Service industries. I possess a proactive leadership style and a proven ability to build motivated, high-performance teams. My approach is centered on project management principles to ensure efficient service delivery and a "no excuses" commitment to productivity and achieving goals.
My career is deeply intertwined with a philosophy of "Roots & Routes". My 'Roots' represent the personal foundations of discipline, focus, and resilience, while my 'Routes' define the high-stakes professional paths I have navigated in global operations.
Since 2016, my son and I have embraced worldschooling, a journey that has profoundly influenced my professional perspective, fostering adaptability, resourcefulness, and a global understanding that I bring to every project.
Interactive Operational Audit Console
Simulate a rapid workflow optimization sprint based on actual case milestones.
Video Introduction Brief
Professional Execution History
Head of Strategy and Systems Transformation
Confidential Law Firm, California
Strategic executive brought in to replace three previous consultants; led a total infrastructure modernization, technical integration, and workflow optimization to salvage stalled firm operations.
- ■ Multi-Disciplinary Leadership: Consolidated the responsibilities of an external IT MSP, Filevine Consultant, HR Manager, Senior Case Manager, and Operations Executive, drastically reducing vendor overhead while accelerating firm velocity.
- ■ Intranet Architecture & M365 Automation: Designed and launched the firm’s first comprehensive internal intranet and automated Microsoft 365 environments, establishing a centralized knowledge hub that drove seamless execution and cross-departmental efficiency.
- ■ Filevine Ecosystem Transformation: Completely overhauled and optimized the firm's Filevine case management system within the first 30 days, standardizing workflows and rescuing a system that had stagnated for over two years.
- ■ Massive Backlog Liquidation: Executed a rapid-recovery operational sprint that reduced an active, stagnant case backlog by 87% within 14 days of receiving full system access, restoring operational flow to the firm.
- ■ P&L & Marketing ROI Analysis: Conducted a comprehensive financial audit of the firm’s marketing expenditures versus actual case profitability, exposing hidden acquisition costs and establishing the firm's first objective ROI baseline for ad spend.
- ■ Substantive Case Management: Stepped into a Senior Case Manager capacity to audit and correct active files, ensure medical coordination, and push stagnant cases toward demand drafting and settlement.
- ■ Project Task Resolution: Audited and cleared an inherited, critical bottleneck of a multi-year accumulation of overdue project tasks, restructuring logic flow to ensure remote staff execute efficiently.
- ■ HR & Payroll Administration: Managed full-cycle global recruitment, technical onboarding, and seamless payroll execution for the firm's international remote team.
- ■ 100% Operational Visibility: Designed and deployed custom automated reporting dashboards, converting two years of executive "operational blindness" into 100% real-time transparency for case movement and team KPIs.
- ■ System Security Auditing: Led the successful audit and documentation of all firm systems, stepping into an MSP function to conduct forensic reviews of M365 logs, identify missing audit trails, and close critical data security gaps.
Client Intake Specialist
Confidential Law Firm, Florida
Hired to manage client intake and data entry; proactively pivoted to an operational leadership role to rebuild firm infrastructure and drive immediate growth.
- ■ Engineered a 26% increase in firm revenue within the first 30 days by optimizing the intake-to-matter conversion funnel and prioritizing high-value leads.
- ■ Audited and consolidated 8 fragmented reporting systems into a single, automated dashboard, reducing manual reporting time from several hours to under 15 minutes.
- ■ Established new firm-wide KPI baselines by managing a peak volume of 90+ outbound and 50+ inbound calls, while performing comprehensive audits of Clio CRM environment.
- ■ Corrected flaws in AI-driven quality audits that misreported team performance; implemented manual "Verify Twice, Execute Once" protocols for 100% accuracy in Clio Matters.
- ■ Designed and implemented internal SOPs for Google LSA dispute resolution and Clio matter management workflows.
General Operations & Program/Project Management
Claudine Foz Business & Technology Solutions
- ■ Directed all operations for 12+ online stores for a major e-commerce client, leading a global team of over 100 employees from December 2016 until July 2025.
- ■ Managed staff churn and stabilized portfolios with high-value item sales ranging from $1,500 to $9,999, ensuring total client satisfaction.
- ■ Provided expert advisory consulting for business development, process improvement, CRM database migrations, and technology solutions.
IT Problem & Incident Manager
DBS Bank (via IBM Singapore)
- ■ Led cross-functional incident resolution teams across the Asia-Pacific region for critical core banking systems.
- ■ Delivered detailed root cause analysis reports directly to senior bank executives to prevent systemic reoccurrence.
Senior Systems Executive
UBS Bank (via Cognizant Philippines)
- ■ Pioneer batch member; directly built foundational contact center and trading floor IT infrastructure.
- ■ Resolved trading floor LAN connectivity and complex Windows systems issues in a fast-paced environment.
Technical Solutions Specialist Level 2
SIEMENS Inc. Philippines
- ■ Promoted to Incident Coordinator for the BASF Chemical Company global account.
- ■ Level 2 Service Desk Analyst for XL Capital, executing advanced infrastructure troubleshooting and network utilization analysis.
Academic Foundation
Master of Science in Business Communications
University of Maine, USA
B.A. Business Administration in Supply Chain Management
Summa Cum Laude
University of Maine, USA
B.S. Business Management
Asia Pacific College, Philippines
Credentials & Certifications
Legal & Education
- USCI Paralegal Certification
- Praxis PLT: Grades 7–12
- Praxis Special Education (5355)
- TEFL (CEFR C2 Proficiency)
Operations & Technology
- ITIL V3 Foundations
- ITIL V2 Foundations
- Project Management (CAPM/PMP)
- Green Belt Six Sigma
- Cisco CCNA
- Computer Technician NCII
- Microsoft Exchange Server 2003
Professional Q&A Interview
My professional history is built on a simple principle: when I commit, I exceed expectations. This "no excuses" mentality is core to who I am. I am hyper-detail-oriented and organized, and I achieve everything I set my mind to, whether it is deadlifting 120kg, avoiding a bomb in Ukraine, or being a present mother to my son.
This approach was honed in high-stakes environments, like my time leading Program Management for critical incidents at a Singapore bank, where any error had significant financial repercussions. I am the kind of person who, when given a binder of protocols, can handle major incidents within a week. My background in project management has instilled skills in meticulous documentation and empathetic communication, and I am confident that my calm, methodical nature will be invaluable in building client trust and ensuring projects progress efficiently.
Professionally: A foundational experience was managing critical incidents in a high-stakes banking environment. The pressure to resolve system failures that risked millions demanded a new level of efficiency. It forced me to develop a framework for rapid response, intelligent problem-solving, and relentless follow-through, a system I still use today.
Personally: My most significant challenge has been raising my son as a single mother without a support system. This was a two-decade project in human development requiring constant planning, resource management, and emotional resilience. Seeing him now able to secure jobs to pay for his own university degree is the ultimate testament to that project's success. While the bank taught me how to manage an external crisis, raising my son taught me how to build something of lasting value from the ground up.
I have direct, real-world experience in personal risk management and contingency planning under extreme circumstances. During the global lockdowns, I actively sought personal freedom for my son and me by moving between several countries to live life normally, eventually leading us to live in Ukraine just before the conflict escalated.
Instead of panicking, I relied on a contingency plan positioning us in Odessa due to its strategic proximity to the border, allowing us to leave safely on the very day the conflict began. I also became part of the official rescue efforts organized by the Moldova team to help fellow Filipinos, personally leading a medical student to safety and managing his transit until he flew safely to Dubai. It was a real-world test of my ability to execute a plan under intense pressure.
Systems & Tools Matrix
Core technologies and platforms utilized to architect, integrate, and automate workflows:
Infrastructure Parameters
A Strategic Partnership Approach
Beyond Assistance: True Operational Leadership
This page outlines my professional philosophy and unique approach to serving as a high-level partner for busy executives and founders. My focus is on COO-level project and operations management, providing true strategic partnership, not just assistance.
A Legacy of Excellence
My grandfather was the first Filipino pilot to fly the Boeing 747. Growing up in a family with a legacy of navigating high-stakes environments instilled in me a core set of values: precision, calm under pressure, and an unwavering commitment to excellence.
The cockpit of a Boeing 747 requires absolute procedural execution, checklists that bypass emotional noise, and instant system calibration. I bring these exact aeronautical parameters to corporate enterprise architecture.
Captain Benjamin, the first Filipino pilot to fly the Boeing 747
My Approach to Partnership
1. Immediate Expert Integration
I embed as a dedicated partner to stabilize operations, master preferences, and build the custom operational playbook that serves as the foundation for all future growth and efficiency.
2. Building Systems for Long-Term Success
My goal is to create robust systems that allow for seamless delegation and sustainable success. This involves not just executing tasks, but architecting the processes that make the entire organization run more smoothly.
Unique Strengths
A Deep Understanding of the Executive Life As a self-reliant working mother, I consciously prioritized being a 'present' parent, a goal I achieved for my son through discipline and focus. As a world-schooler who personally manages complex international travel and properties, I don't just sympathize with the needs of a high-achieving executive, I have lived them.
A Proven Operator In high-stakes banking, I was handed a binder of rules and expected to perform immediately, becoming a 'fireman' for critical system issues and a 'lawyer' defending my team under pressure. For my e-commerce client, I managed a global operation across multiple sites with hundreds of staff and high-value items ($1,500 - $9,999) with full autonomy.
A History of Extreme Ownership This discipline is rooted in agility and accountability, not rigid perfectionism. It's a mindset that allows me to do pull-ups with a 15kg plate, an elite fitness goal less than 1% of women can claim, and it’s the same focus I bring to every professional challenge.
A Deeper Commitment to the Law My professional journey is not just a job; it is a meaningful step in a long-term mission. I am pursuing a Juris Doctor degree to further my advocacy work in anti-human trafficking. My commitment to the legal field is profound, ensuring a level of passion and dedication that is simply unmatched.
Core Operating Directives
Extreme Ownership
We do not manage tasks; we own outcomes. We approach every corporate bottleneck with the same unyielding discipline required to lift heavy weight or protect human capital in a crisis zone.
Radical Adaptability
Cultivated through years of worldschooling and global operations, we treat dynamic environments not as a source of chaos, but as an opportunity for superior contingency planning.
Sovereign Precision
We verify twice and execute once. We reject "shallow work" and "busyness" in favor of meticulous documentation, bulletproof SOPs, and hyper-efficient data architectures.
Calm Under Duress
The higher the stakes, the quieter our execution. We operate as structural stabilizers for chaotic systems, stripping away emotional reactivity to expose the bottom-line solution.
My Creative Vision
Bridging Vision with Execution
As a dynamic and results-oriented professional, I bring a unique blend of strategic thinking, creative leadership, and practical execution to every project. My career journey, enriched by diverse experiences in entrepreneurship and global education, has equipped me with a robust skill set perfectly suited for roles demanding innovation, resilience, and impactful communication.
Entrepreneurial & Business Acumen
Extensive experience running multiple businesses across tech and commerce sectors. Hands-on leadership honed in strategic planning, operational management, team building, and delivering tangible results in competitive markets.
Creative Direction & Design Thinking
Translating complex concepts into clear, compelling visual narratives. Applying design thinking principles to solve challenges, create intuitive user experiences, and ensure every communication is strategically effective.
Resilient Leadership
Built companies from the ground up as a single mother, climbed corporate ladders in demanding banking environments in Singapore and the US. Unparalleled resilience and resourcefulness under pressure, consistently delivering results.
Global & Adaptable Mindset
Since 2016, embraced worldschooling, transforming the globe into a classroom. This lifestyle instilled a profound global understanding and exceptional adaptability, allowing seamless navigation of diverse environments and broad audiences.
Educational Excellence & Autodidacticism
My son, a product of self-directed worldschooling, aced his GED and SAT exams and clinched multiple Gold medals. This exemplifies my belief in fostering genuine competency and cultivating excellence outside conventional frameworks.
Physical & Mental Fortitude
Dedicated to powerlifting, wrestling, jiu-jitsu, calisthenics, and multi-day mountain treks. These disciplines hone strategic planning, problem-solving under duress, and unwavering focus, all directly applicable to professional challenges.
Creative Portfolio & Briefs
Each asset below represents a strategic design execution. Select any to open a detailed briefing.
Systems Integration Case Study: Custom Intranet & Systems Integration
Fractional COO Leadership & Operational Infrastructure Architecture
I entered a highly fragmented, high-stakes legal environment where critical operational systems were siloed across multiple unconnected platforms. Case management, shift trackers, calculations, and compliance training were compartmentalized, causing massive data fragmentation, communication gaps, and severe administrative overhead. Acting as a single-person engineering and operational force, I audited their existing processes, centralized their institutional knowledge, and built a unified, custom Intranet Portal.
Execution Timeline
Speed of deployment from zero access to full operational control. No ramp-up theater.
Full System Audit
Mapped all siloed tools, identified 8+ fragmented reporting systems, audited M365 environment and security gaps.
87% Backlog Cleared
Executed rapid-recovery sprint. Liquidated stagnant case backlog. Standardized Filevine workflows.
Intranet Deployed
Custom SharePoint portal live. Training Dashboard operational. Serverless Workers deployed to Cloudflare.
100% Operational Visibility
Automated dashboards, real-time KPIs, invoicing pipeline, and P&L analysis fully operational.
Microsoft 365 & Invoicing Pipeline Architecture
Data flow depicting real-time Shifts synchronization, presence alerts, Cloudflare D1 persistence, and automated OneDrive invoice compilation.
Microsoft 365 & Graph API
Azure AD Staff Directory
Synchronizes active employee list, email accounts, and user identity mappings for secure operations.
Teams Shifts & Time Cards
Tracks live clock-ins, clock-outs, break timestamps, scheduled schedules, and time-off bookings.
Cloudflare Worker Engine
Real-Time Punches Auditor
Compares actual employee clock-in times against Teams schedules. Flags late clock-outs (>60 mins anomaly).
Teams Presence Alerts
Automated cron script running presence sweeps, posting live clock reminders & break overruns to Teams.
Data Storage & Dashboard
D1 SQLite Ledger Database
Persists historical invoice records, payouts ledger totals, and alert state cache, ensuring zero message floods.
OneDrive Invoice Publisher
Generates and auto-saves compiled invoices to OneDrive folder: Projects/5. Financial Reports/Invoices.
Workflow Comparison Matrix
Performance metrics comparing manual processes with my automated, custom-integrated solutions.
| Operational Function | Legacy Manual State | Custom Integrated State | Optimization Metric |
|---|---|---|---|
| Case Intake & Validation | Manual copy-pasting of leads and data entries across multiple tools without any data validation. | Automated background validation scripts cross-reference client data using official API webhooks. | 90% Speedup |
| Data Normalization & Case File Transfer | Manually mapping complex intake fields and creating custom folder structures within SharePoint. | Custom serverless workers normalize case structures and programmatically build case structures. | 92% Speedup |
| Training & Resource Onboarding | Managers manually emailing PDFs and running synchronous training sessions for software tools. | Centralized interactive Training Dashboard housing all SOPs and guides for immediate self-service onboarding. | 88% Speedup |
Integral Systems Implementations
Under-the-hood technical breakdowns of the automation engines, validation pipelines, and tools I engineered.
Automated Campaign Reconciliation & Case Syncer
Under the Hood Architecture
I engineered a serverless Python reconciliation engine that integrates case logs
with campaign invoices. Using pdfplumber,
the script dynamically parses incoming billing PDFs to extract flight data, snapped
rates, and run-dates. It automatically loads raw logs, matching leads via a custom
two-phase proximity algorithm (120-hour matching window for active leads, 48-hour
proximity window for passenger-to-driver linking). Cleaned outputs are written using
openpyxl,
purging test data and resolving Excel serial date anomalies.
Managers spent hours weekly manually matching incoming leads to ad invoice PDFs, leading to high human error rates, duplicate accounts, and calculation gaps.
Replaced manual processing with a 1-click execution script. Purcell ledgers are synchronized in real-time, matching leads with 100% precision.
SharePoint File Normalization & Compliance Tool
Under the Hood Architecture
I built an interactive SharePoint-optimized file normalizer to enforce naming
standardizations. The tool performs client-side OCR using Tesseract.js
and extracts native document strings via PDF.js.
It inspects documents uploaded by staff, validates dates, names, and claim numbers,
and cross-references folders (like Correspondence, Intake, Research, and Liens). It
auto-suggests normalized names and routes files to correct folder structures.
Staff uploaded documents with inconsistent names into arbitrary folders, resulting in missed case deadlines and hours wasted searching for lost files.
Filing time slashed from 12 minutes to under a minute. Standardized naming was enforced client-side, achieving zero filing errors.
Unified Intranet Portal & Onboarding Dashboard
Under the Hood Architecture
I consolidated siloed operational tools into a single-pane-of-glass SharePoint-optimized Portal. It combines case trackers, roles, and a custom Training Dashboard housing all SOPs. The onboarding interface features step-by-step interactive flows, tools documentation, and compliance tests. I integrated the portal with Active Directory SSO and configured automated team assignments.
New case managers had to be trained via weeks of synchronous meetings. Standard Operating Procedures were stored in fragmented PDFs and folders.
New hires self-onboarded using the Training Dashboard. Slashed synchronous manager overhead and reduced training duration by 88%.
Confidential Law Firm Integration Mockups
Interactive visual simulations of the customized tools, Shifts dashboards, presence monitors, and video portals I engineered.
Internal SOP & Video Training Portal
I consolidated fragmented Standard Operating Procedures into a list-driven media portal. New hires follow structured learning paths, track module progress, and download matching template guidelines.
DocGen: Mappings & CamelCase
- 0:00 | Introduction to DocGen
- 1:15 | Identifying Casing Mismatches
- 2:40 | Server Processing Rules
- 4:05 | Summary and Best Practices
Microsoft 365 Shifts & Teams Alerts Integration
I integrated MS Graph API with a serverless Cloudflare Worker. It monitors staff clock events and automatically dispatches Clock reminders and Break Overruns directly to Teams channels.
Teams Shifts Live Roster
Bespoke Payouts Ledger & D1 SQLite Database
Custom invoicing dashboard for Fractional COO administration. It aggregates Graph API timesheet logs, audits scheduled vs. tracked anomalies, and auto-saves compiled invoices to OneDrive targets.
| Employee Principal | Period | Expected Hrs | Tracked Hrs | Agg Pay | OneDrive Status |
|---|---|---|---|---|---|
| m.reyes@company.com | June 1-15, 2026 | 80.0 | 79.5 | $795.00 | Exported |
| j.smith@company.com | June 1-15, 2026 | 80.0 | 82.3 | $823.00 | Exported |
| m.reyes@company.com | June 1-15, 2026 | 80.0 | 85.4 * | $854.00 |
sqlite> SELECT id, email, period, tracked_hours, total_pay FROM invoice_history ORDER BY id DESC LIMIT 2;
[
{"id": 142, "email": "m.reyes@company.com", "period": "June 1-15, 2026", "tracked_hours": 79.5, "total_pay": 795.00},
{"id": 141, "email": "j.smith@company.com", "period": "June 1-15, 2026", "tracked_hours": 82.3, "total_pay": 823.00}
]
Verified Outcomes
Consolidated return on engagement. Verified operational metrics from a single fractional COO intervention.
- Custom SharePoint Intranet Portal
- Interactive Video Training Dashboard
- Real-Time Shifts & Presence Monitoring Engine
- Automated Invoicing & Payouts Pipeline
- Campaign Reconciliation & Case Syncer
- SharePoint File Normalizer with OCR
- External IT Managed Service Provider (MSP)
- Third-Party Filevine Consultant
- Outsourced HR & Payroll Administration
- Manual Reporting & Excel-Based Tracking
- Synchronous Training & Onboarding Sessions
Unshakeable Systems. Absolute Execution.