S SARAH LOCKETT

SARAH LOCKETT

Building the systems
behind better work.

BUSINESS WORKFLOWS × APPLIED AI

VIEW PROJECTS ↓CONTACT ME ↓

01 / POSITION

I work where ambiguous business problems, emerging technology, and human behavior meet. The goal is never more software. It is a system that makes the work clearer, faster, and more valuable.

$2Mcollected off outstanding receivables within four months at Nimbus USA, from $9M down to $7M
75%+of EdgeWater sales traced to a single dealer, a concentration risk I surfaced that reshaped strategy
12interdependent Excel workbooks in the month-end close I stepped in to run: P&L, balance sheet, and cash flow for two entities
3governed environments (build, test, managed production) behind the warranty portal I handed off to IT and operations

02 / PROJECTS

Three systems.
Two businesses.

Dealer-network reporting, an accounts-receivable operating system, and a governed warranty portal: designed, built, and run inside a working boat manufacturer and importer, for the executives and teams who depended on them.

Listen to the team. Build the workflow. Improve what matters.

01Dealer network intelligenceADOPTED INTO DAILY EXECUTIVE USE

Power BI sales and warranty reporting across the combined ~42-dealer EdgeWater + Nimbus USA network, adopted into the Senior VP of Sales's daily workflow. The same analysis surfaced a single dealer holding 75%+ of EdgeWater sales.

VIEW THE PROJECT↗02Accounts receivable system$9M → $7M WITHIN FOUR MONTHS

The receivables lifecycle rebuilt as an operating cadence: $9M to $7M within four months at Nimbus USA, with a standing weekly review alongside Sweden's CEO and CFO.

VIEW THE PROJECT↗03Dealer warranty portalIN PRODUCTION · HANDED OFF

A gap identified at the company's annual strategic-planning meeting, and I volunteered to own it. Designed and built solo, governed through build, test, and production environments, then handed off to IT and operations.

VIEW THE PROJECT↗

03 / EXPERIENCE

The record.

Two decades of building teams, operations, and systems, condensed. Click any role for the detail.

2026– · Trellis Intelligence

Founder, AI Systems & Adoption Lead

An applied-AI practice serving operations-driven businesses. It is where I am deepening how I scope, evaluate, build, and govern AI-assisted workflows.

  • Lead workflow discovery with business users to decide where AI should automate, augment, or escalate work, then translate that decision into usable systems, procedures, and training.
  • Ran an anonymized real-estate operations engagement end to end: mapped the contract-to-close process and researched the platform market. When API research showed the original custom design was unsafe, I changed the answer: configure an AI-native platform instead of forcing a build.
  • Built a ~20-agent Claude Code research team for that engagement's platform evaluation. It was deliberately experimental, and the lesson stuck: define roles, separate research from decisions, and watch for orchestration overhead.
  • Deliberate technical practice through projects: APIs, webhooks, OAuth, MindStudio, Zapier. That includes knowing when research says to stop building.
  • Build with Claude and Claude Code, ChatGPT, Gemini, Copilot Studio, Power Automate, Power Apps, SharePoint, Dataverse, and Power BI.
  • Test with users, gather feedback, and remove adoption barriers before anything is called done. No client result is claimed before implementation.

2023–26 · EdgeWater Power Boats / Nimbus USA

Financial Analyst

A US boat manufacturer (EdgeWater) and the US import arm of Sweden's Nimbus Group, sharing one finance and operations team. I joined as the analyst and became the person who built its reporting, receivables, and warranty systems.

  • Built Power BI sales and warranty dashboards across the combined ~42-dealer EdgeWater + Nimbus USA network; adopted into the Senior VP of Sales's daily workflow.
  • Surfaced dealer-concentration risk: one dealer held 75%+ of EdgeWater sales. The finding directly reshaped network-growth strategy.
  • Earned an invitation to the company's annual strategic planning meeting; identified a warranty-documentation gap there and volunteered to own the fix.
  • Designed and built a Power Pages / Dataverse warranty registration portal with automated workflows and AI-assisted document processing, used daily by the warranty and sales teams.
  • Built Nimbus USA's accounts receivable system from scratch, integrating QuickBooks, Cockpit delivery tracking, and floorplan-bank coordination into one Power BI tracking and forecasting tool.
  • Ran collections across the full dealer portfolio, reducing receivables from $9M to $7M within four months, with weekly AR reviews alongside Nimbus's CEO, CFO, and Controller.
  • Stepped into de facto senior accounting leadership after June 2025, running month-end close and AP/AR for both entities through a twelve-workbook Excel close chain: trial balance, WIP, cost of sales, warranty and floor-plan accruals, bank reporting, and Positive Pay controls.
  • Trained Azure Document Intelligence extraction models for invoices and logistics documents, and designed the concept for an internal operations assistant spanning inventory, shipping, sales, warranty, and dealers.

2022–23 · Lindley's Garden Nursery

Business Operations Specialist

A retail garden center in New Smyrna Beach. I owned the systems side of the business: the POS database, reporting, and daily operating workflows. I also shared opening and closing management with two other managers.

  • Owned the CounterPoint POS and inventory database, product labeling, reporting, and business workflows.
  • Replaced memory-based ordering with a cycle-count routine and dependable min/max levels, so purchasing decisions ran on real on-hand data alongside the owner's judgment.
  • Took ownership of shop-item ordering (fertilizer, amendments, and supplies bought in vendor-defined case quantities), cutting the over-orders that used to clog the nursery lanes.
  • Built training programs for receiving, inventory management, POS operations, and new-employee onboarding.
  • Built reports and dashboards to support leadership decision-making.

2020–22 · Pictona at Holly Hill

Member & Events Director

A new 24-court pickleball facility and non-profit in Holly Hill, Florida. Hired for corporate events; when COVID broke that model, I pivoted to membership, programming, volunteers, sponsorship, and the member experience.

  • Scaled membership from 0 to nearly 1,000 in 24 months, through social media campaigns, community outreach, and events.
  • Built the operating structure for Pickleball 101 around the founder's curriculum: recruited the coaches and volunteers, coordinated courts, and created the entry path from free class to paid membership. Twelve-person sessions ran two to three times a week and were almost always full.
  • Introduced Friday night social play with music picked for the audience. It became one of the facility's strongest nights for attendance and restaurant revenue.
  • Ran volunteer operations for tournaments up to ~700 players, 138 volunteers, and five days of competition, including selecting the signup platform, assigning roles, and coordinating rain recovery to keep play moving.
  • Built and managed sponsor relationships: $200,000+ in annual sponsorship value across 25+ partners, plus community arrangements like a senior-living program that brought residents in for activities.
FULL PICTONA CASE STUDY ↗

2014–20 · Sherwin-Williams

Assistant Store Manager

Six years with Sherwin-Williams, the final two recruited into the largest commercial store in the local market, serving professional contractors and large-volume commercial work.

  • Owned the discipline behind twice-weekly inventory ordering: cycle counts, demand from large accounts, and enough of the right product for commercial crews that could run 400–1,000 gallons in a week.
  • Grew store sales 15% in FY2019 by managing top commercial accounts in Salesforce CRM, with regular in-person client visits and dedicated prospecting time.
  • Trained and mentored a team of 8 full-time and part-time associates on POS, color matching, order building, and service.
  • Reduced annual inventory shrink to under 3% through improved tracking and reporting.

2011–14 · Embry-Riddle Aeronautical University

Head Softball Coach

A brand-new NAIA program with nothing in place. I was its first head coach. The roster, the schedule, the budget, and the culture all had to be built.

  • Built the program from inception: recruited the inaugural roster of 16, hired and supervised a full-time assistant, established the first schedule, and owned the operating and grant-in-aid budgets.
  • Opened the inaugural 2013 season against Florida State before an attendance record of 693; the first team finished third in the conference tournament with a 3.10 team GPA.
  • Season two: 23–18, a 12–4 Sun Conference regular-season championship, the program's first national ranking (NAIA Top 25), a 3.39 team GPA, and Sun Conference Coach of the Year.
  • Chaired the Sun Conference coaches group (2013–14): ran the meetings, built the master conference schedule, and coordinated the conference tournament and banquet.
  • Managed NCAA and conference compliance and monitored student-athlete academic progress throughout.

2002–11 · Kennesaw State · Coastal Carolina

Assistant Softball Coach

Nine seasons across Kennesaw State (graduate assistant, then Division I assistant) and Coastal Carolina: instruction, recruiting, scholarships, travel, budgets, and compliance.

  • As a graduate assistant, coached on the 2004 Kennesaw State team that went 64–6, won conference and regional championships, reached the Division II World Series, and ran a 38-game winning streak.
  • At Coastal Carolina, owned offensive and infield instruction; the 2006 team won the Big South championship and reached an NCAA Regional, setting back-to-back school home-run records.
  • Back at Kennesaw State at the Division I level: offense, video analysis, the operating budget, travel, and compliance, supporting the department's final transition into full D-I membership.
  • The 2010 team qualified for the conference tournament in its first year of postseason eligibility and set a program record with 47 home runs; team batting average climbed from .231 to .267.
  • Assistant Coach, Australian National Softball Team (2011–12): scouting, hitting instruction, and video analysis. Bronze Medal at the ISF XIII World Championship.

1995–06 · Australia · Great Britain · NCAA

International + Collegiate Athlete

A playing career spanning two national programs and two NCAA schools, ending with an All-American senior season.

  • Represented two national teams: Australia (1998–2002) and Great Britain (2003–2006), including the 2006 World Championships in Beijing and the 2004 IOC Olympic pre-test event in Athens.
  • Selected to the Australian Softball Federation's National Elite Training Program (1995–2000), the federally funded Olympic pipeline leading into the Sydney Games.
  • 2002 NFCA NCAA Division II All-American, 1st Team (third base): batted .406 with a .676 slugging percentage at Kennesaw State.
  • 2001 Big South Conference MVP and Tournament MVP at Coastal Carolina, with a .374 career average and 37 home runs across three Division I seasons.
  • 2001 Verizon NCAA Division I Academic All-American, 1st Team; twice named Big South Scholar-Athlete of the Year.
  • Coastal Carolina University Athletic Hall of Fame inductee (2006); named to the Big South Conference Softball All-Decade Team.

04 / PROFILE

The business first.
Then the system.
Always the people.

I sit between the business question and the working system: mapping the process, designing the architecture, and staying until the team actually uses it.

Before I built systems, I built teams. A decade in collegiate athletics taught me how to create structure from ambiguity, develop people, and lead through change. That same discipline now shapes how I build analytics, automation, and applied AI.

LINKEDIN ↗
Sarah Lockett
SARAH LOCKETT
01

Discover

Workflow mapping, requirements, process design, root-cause analysis

02

Architect

Data models, integrations, governance, human controls, agent systems

03

Build

Power Platform, Power BI, Excel, automation, AI-assisted development

04

Adopt

Training, documentation, change leadership, evaluation, impact measurement

POWER BIPOWER PLATFORMDATAVERSESHAREPOINTPOWER AUTOMATEEXCELCOPILOT STUDIOCLAUDE CODECODEXGEMININOTEBOOKLMSALESFORCEAI BUILDER

05 / AI CASE STUDIES

Four case studies.
AI put to work.

Practical AI in a business context: the agent-building depth of the last six months, applied to problems I have run by hand. Each one is designed and defensible today; none is built yet. As each ships, its page gains the working system and its evaluation.

01 / AI CASE STUDY · PLANNEDProcess intelligence

The Workflow X-Ray

Feed it the event logs a business already has, and an agent team reconstructs how the work actually flows: where it loops, stalls, and leaks money.

VIEW THE CASE STUDY →02 / AI CASE STUDY · PLANNEDData integrity

The Reconciliation Sentinel

Two systems that should agree, reconciled nightly by agents, with every mismatch explained in plain English and routed to someone who can fix it.

VIEW THE CASE STUDY →03 / AI CASE STUDY · PLANNEDWorkflow automation

The Shared-Inbox Triage Agent

A team mailbox where every message is classified, its commitments extracted, and a reply drafted for approval. The inbox becomes a work queue.

VIEW THE CASE STUDY →04 / AI CASE STUDY · PLANNEDFinance operations

The Month-End Close Copilot

A close checklist that runs itself: task states tracked, workbook hand-offs validated, and variance commentary drafted for the human who signs off.

VIEW THE CASE STUDY →

06 / CONTACT

If this looks like someone
your team needs, let's talk.

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