WYE Electric: Operations Modernization

Led a full operational modernization engagement for WYE Electric, an established Puerto Rico-based electrical services company offering motor rewinding, general service, installation, and preventive maintenance. The company had grown through relationships and referrals but lacked the operational infrastructure to scale. The initiative covered an operational assessment, workflow redesign, SOP documentation, brand and customer communication standards, and a fully working bilingual job-tracking prototype built to show what a real system could look like.

Businesses that grow organically through reputation and referrals eventually hit a ceiling. WYE Electric was managing 24+ active jobs across motor rewinding, installations, QA, and preventive maintenance without a structured tracking system, standardized communication, or clear workflow documentation. Growth was happening but creating operational strain: overdue jobs were slipping, reporting was manual, and there was no single view of what was active, pending, or at risk.

Led the modernization engagement end-to-end. Conducted an operational assessment, mapped the existing job lifecycle, identified workflow and communication gaps, and designed a structured modernization roadmap. Simultaneously built a fully interactive HTML prototype, a bilingual (EN/ES) operations dashboard with Dashboard, Jobs, Clients, Reports, and Admin modules, to make the vision concrete and immediate for the team.

Started with a structured operational assessment across three areas: job workflow, customer communication, and management visibility. Redesigned the job lifecycle into clear stages (Inspection → Quote → QA → In Progress → Delivered → Completed) with defined handoff points. Documented the redesigned workflows as actionable SOPs. Developed customer communication templates and standards aligned with the company's existing relationships. Then prototyped the full operations management system in HTML/CSS/JS: a bilingual dashboard tracking 24 active jobs, $456K in monthly revenue across 5 service types, client records, and a full job management workflow.

Delivered a complete modernization package: operational assessment, workflow SOPs, customer communication standards, and a fully working bilingual job-tracking prototype. The prototype demonstrates the Dashboard (live KPIs: 24 active jobs, $456K revenue, 3 overdue), Jobs (full job list with status, type, photos, and notes), Clients (account history), and Reports (revenue by service: Motor Rewinding $198K, General Service $134K, Installation $82K, Preventive Maint. $42K). WYE Electric now has a clear path from informal operations to a structured, scalable system.

• Full operational assessment and transformation strategy for a real SMB

• Workflow redesign and SOP documentation across a multi-service job lifecycle

• Bilingual operations management prototype (EN/ES) with Dashboard, Jobs, Clients, Reports, and Admin modules

• Brand strategy and professional customer communication standards

• Rapid prototyping to make an operational vision tangible and actionable for a non-technical team