PORTFOLIO 2026

Data, Automation
& Process Consulting

Solutions built at the intersection of technology, operations and business.

I structure data, automate processes and build solutions that reduce manual work, improve information reliability and support better decision-making.

Rafael Luz Data, Automation & Process Consultant
Experience

Experience across different contexts, industries and businesses

Experience in complex enterprise environments.

Areas of Expertise

Working at the intersection of technology, operations and business

Data & Business Intelligence

Data analysis, dashboards, KPIs, modeling, Power BI, Excel, Power Query and SQL.

Automation & Process Improvement

Workflow automation, Power Automate, Microsoft Lists, process standardization and reduction of manual work.

Systems & Digital Products

Requirements gathering, application management, backlog, incidents, testing, documentation, deployment and business-technology alignment.

Product Ownership & Application Management

Demand prioritization, vendor and stakeholder management, release tracking and system evolution.

Business Partnership

Consultative work focused on listening, clarity and alignment between operational needs, user expectations and delivered solutions.

Specialized Support & Operational Continuity

Consultative technical support for users and executives, incident management, and a focus on operational continuity, trust and user experience.

Projects

Featured Projects

Solutions built from real operational, data and business problems.

Integrated Budget Governance
Data & Governance

Integrated Budget Governance

Integration and consolidation of SAP and GDTec data into a single view for budget monitoring, epic analysis and decision-making.

Impact From hours of data preparation to a 25–30 min monthly refresh
SAPGDTecPower QueryExcel
View case
Automated team-composition validation flow with Power Automate and roster updates
Automation & Processes

Automated Team & Project Composition Management

Automation of the monthly team-composition validation process for technology projects, including onboarding and offboarding, keeping the primary roster up to date with greater speed, control and reliability.

Impact From multiple individual follow-ups to one automated monthly workflow
Power AutomateMicrosoft FormsExcelOutlook
View case
Validated ServiceNow-to-Jira data integration with Python for agile metrics and PI objectives
Data Integration & Validation

Agile Metrics Integration between ServiceNow and Jira

Automation of sprint score and PI objective transfers between ServiceNow and Jira, with JSON processing, project mapping, secure authentication and validation before updates.

Impact From hours of manual entry to reliable, on-demand automated execution
PythonServiceNowJiraAPI REST
View case
Financial intelligence platform using SQL and Python to consolidate bank statements and card bills
Financial Intelligence & Analytics

Financial Intelligence & Wealth Projection Platform

A platform built to automate the consolidation of bank statements and credit card bills, structure income, expenses and financial planning, and turn daily transactions into cash-flow projections and an integrated wealth view.

Impact Financial control and classification, 100% automated
PythonFastAPISQLSQLite
View case
How I Work

From understanding the context to delivering the solution

01

Listen and understand the context

Before proposing a solution, I first understand how the process actually works for the people involved — their needs, constraints, pain points and expectations. A strong solution starts with a clear understanding of the problem.

02

Diagnosis and solution design

I map processes, data, systems and friction points to define a practical, reliable approach that fits the operational reality.

03

Build with continuous alignment

I build the solution with close communication throughout execution, validating key decisions and keeping business needs, the proposed solution and expected outcomes aligned.

04

Validation and structured delivery

I validate the solution, review rules and results, address identified issues and deliver it in a structured way — with reliability, usability and sustainability in mind.

05

Post-delivery support

After delivery, I remain available for an agreed period to answer questions, support final in-scope adjustments and help ensure the solution is adopted with confidence.

About

Good solutions start with understanding the context.

Over more than 16 years of professional experience, I have worked across different industries and contexts, including financial services, education, healthcare and logistics, with roles spanning support, systems, data, automation and product management.

This diversity strengthened my ability to understand different scenarios, work closely with the people facing the problem and turn real needs into viable solutions.

I work closely with clients, with clear communication, active listening and accountability. When a client brings me a problem, I take ownership of it.

How I work

Different projects. The same principle:

understand the context · structure the problem · build a reliable solution