Richard Smith

Use Case: A subscription-based Renewable Energy Certificate (REC) platform designed for both consumers and businesses to voluntarily offset their electricity usage by retiring RECs supporting clean energy expansion across the U.S.

• UX Strategy & Persona Mapping: Designed for renters, frequent movers, homeowners with solar limitations (e.g., shaded roofs or HOA restrictions), and sustainability-minded businesses not ready for full solar installation.
• Onboarding Flow: Designed in Salesforce Community Cloud, highlighting transparency and education in REC matching logic.
• Subscription Matching: Enabled subscribers to match fossil fuel use with RECs through two pathways:
  • Utility Data Sync: Integrated with Arcadia to securely connect subscribers’ utility accounts, allowing precise fossil fuel balancing based on real-time usage.
  • Smart Calculator Option: For users not connecting utility data, provided an alternative using property square footage, appliance assumptions, and regional clean energy datasets (e.g., heating/cooling degree days) to estimate monthly usage and apply REC matching accordingly.
• Impact Reporting: Delivered visual dashboards via Power BI to quantify monthly renewable contributions.
• Multi-Channel B2B Positioning: Framed RECs as part of ESG reporting pipelines, aligning with corporate sustainability metrics.

Tools Used: Salesforce Community Cloud, Power BI, Jira, Figma, Confluence, Lucidchart, AWS

Domains: Renewable Energy, B2C/B2B CleanTech, Impact Reporting, Sustainability Marketing

Use Case: A platform supporting third-party registration of solar energy systems with state compliance bodies and the GIS tracking authority to enable generation, minting, and monetization of Renewable Energy Certificates (RECs).

• System Registration Flow: Built out onboarding framework using Salesforce for capturing owner/system data and integrating with state REC program APIs.
• Generation & Minting Workflow: Enabled automated tracking of solar output, passing data to GIS platforms for REC minting triggers.
• Market Brokering: Intergrated and mapped REC lifecycle stages from minting to marketplace retirement aligned with pricing triggers.
• Payments Flow: Created user-friendly pathways for sending REC retirement value to system owners via direct deposit after clearing state and GIS validations.
• Architecture Planning: Identified Salesforce licensing constraints that impacted scalability; informed strategic decisions on implementation routes.

Tools Used: Salesforce, AWS, Tableau, Jira, Lucidchart, State REC APIs, GIS integration standards

Domains: Solar Aggregation, State-Level Renewable Compliance, Clean Energy Finance, Payment Distribution Systems

Use Case: International VAT refund system for tourists, enabling paperless refunds at point-of-sale and airport kiosks.

• In-Store Refund Flow: Embedded in retailer POS via API or light weight client, calculates VAT refund and prints compliant receipt.
• Airport Kiosk UX: OutSystems low-code app verifies traveler data, captures documentation, triggers refund logic.
• Backend ETL Pipelines: Consolidates transaction and refund data for tax authority reporting.
• Retailer Onboarding: Delivered branded demos, solution consulting workshops, and integration roadmaps.
• Cross-Border Governance: Customized for EU, UAE, adapting to infrastructure and compliance levels.

Tools Used: OutSystems, API Gateway, ETL Tools, Jira, Lucidchart, Adobe XD, Salesforce, IoT Kiosk Hardware

Domains: FinTech, RetailTech, Travel & Tourism, Government Compliance, Low-Code Platforms

Use Case: Venue-wide modernization of foodservice, workforce management, and executive support systems.

• Luxury Suite Ordering Portal: Integrated Agilysis POS + Eatec Inventory; supported VIP ordering with user-based access controls.
• RFID Uniform Tracking: Enabled check-in/out accountability; reduced uniform loss by 30%.
• Time & Attendance: Recovered failing project via hardware-software alignment and stakeholder resets.
• ERP Integration: Unified event operations, inventory forecasting, and workforce planning.
• Executive Migration: Seamlessly transitioned leadership tools during Cablevision divestiture.

Tools Used: Agilysis POS, Eatec Inventory System, RFID Hardware, ERP (SAP-Compatible), Lucidchart, Jira

Domains: Sports & Entertainment, Hospitality, Hardware-Software Integration, Event Ops, Workforce Management