Route, don’t queue.
A readiness score sends each client down the right track on day one. Advisor hours are the scarcest thing in the network. The score protects them.
MySBDC
One place to find support and take the next step.
My roleProduct vision · Service design · Architecture
One place.
Your next step.
One client.
One connected journey.
MySBDC · The client portal
The client journey, in use. One intake, in short steps, saved as you go.
Case study
Run once, in full, for a network of eighteen small-business centers.
One front door.
40%to0
Incomplete applications
10dto2d
Form to first appointment
60minto15min
Staff time per attribution
1record
Per customer, ever
The problem
Eighteen websites.
One network nobody could see.
Every center had its own site, its own intake, its own newsletter built by hand. A client who moved across the region started over. Staff re‑keyed what a system should carry. I call it the fragmentation tax.
Eighteen front doors
became one.
One platform, built once. Geolocation puts your local center first, so it still feels like yours. Behind it, Neoserra stays the system of record and every other service hands its data back.
The client journey
Tell us once.
Then everything is one click.
- 01Find your center
- 02Tell us once
- 03Get the right track
- 04See the next step
- 05Log a milestone
- 06Show the impact
The intake is a birth certificate, not a membership card. It happens once. Every program, training, and milestone after it is a record attached to the client, so joining anything is one click.
Build for doing.
The dashboard shows one Next Step card. Not a menu. A milestone takes under a minute to log and feeds a live map of network impact.
Keep a human on every record.
AI drafts session notes from the transcript, with personal data stripped first. An advisor reads and approves before anything is filed.
Design the service.
The software is the evidence.
That’s the idea behind MySBDC, and the way I approach systems that serve the public.
Work with me
What needs to
work better?
Have a service with too many front doors? Tell me about the people using it and where things get stuck.
Start a conversation