How these are written
The method matters more than any biography, because it is the reason a blueprint can be relied on. Five rules govern every article here, and they are the ones I would want to know about before quoting a source.
- Built before it is written. Every blueprint is configured and observed in a live Coevera space first. None of it is written from documentation, and where the documentation and the observed behaviour disagree, the article says both.
- Unverified is said out loud. Where a mechanism is visible in the schema but has not been watched working, the article states that rather than describing behaviour nobody confirmed.
- Figures are counted, and dated. Numbers in these articles — records affected, fields on a form, submissions deduplicated — are counts taken from a real space, with the date they were taken.
- The customer never appears. Patterns are published; clients are not. No customer name, no identifying figure, no detail that would let a reader work out whose implementation it was.
- Limits are part of the answer. Where the platform cannot do the thing, the blueprint says so and gives the honest alternative. An article that only reports what works is not usable as a reference.
What I work on
The subject areas the library covers, which are the areas I work in day to day:
- Data modelling — custom entities, sub-types, and where a new requirement should live
- Approvals and process control
- Pricing, price lists and volume discounts
- Data migration and the failures that report success
- AI fields that read documents
- Automation design and keeping hundreds of processes maintainable
- Integrations, and automating on fields another system owns
- Forecasting, recurring revenue and renewals
- Online forms, surveys and lead capture
- Customer health scoring and churn risk
All of it is published in the library.
Contact
Corrections are welcome, particularly on platform behaviour. If something here is wrong, or has changed since it was verified, tell me and I will check it and revise the article.