Maya Patel
Friday deck polish
4–5 hours every Friday rebuilding partner decks against each partner's private template preferences.
Friday deck polish agent
Westmore Partners
Operational map
The work your team actually does, drawn from 4 interviews. Cards are people; lines are shared tools and workflows. Hover the edges of your team to see who quietly props them up.
Team operational twin4 people · 3 shared threads
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Maya Patel
Senior Analyst, Engagement team
Top workflows
- · Friday deck polish
- · Partner preference doc
- · Associate hand-holding
Tools
SharePointNotionPowerPoint+1
“It's not analytical work — it's translation work. Translating 'I want it to look like the last one I did' into actual slides.”
Tom Reilly
Engagement Manager
Top workflows
- · Billing reconciliation
- · Late timesheet chase
- · Ops reconciliation macro
Tools
ExcelBill.comQuickBooks+1
“I am, essentially, an Excel mechanic two days out of every five.”
Sarah Chen
Partner
Top workflows
- · Prospect inbox triage
- · Notion prospect CRM
- · Engagement oversight
Tools
GmailNotionSalesforce+1
“We don't have a pipeline. We have a Rolodex. Salesforce was never built for how we actually sell.”
David Kim
Operations Lead
Top workflows
- · Sunday-night reconciliation
- · Billing-code chase
- · Month-end close support
Tools
Bill.comQuickBooksExcel+1
“If the billing-code change conversations happened mid-week, my Sunday could go back to being a Sunday.”
Load-bearing personShared toolShared workflow
Drag to rearrangeTop tools
Across every interview- Bill.com2/4
- Excel2/4
- Gmail2/4
- Notion2/4
- QuickBooks2/4
- Slack2/4
- PowerPoint1/4
Workflow themes
Where the hours go- Billing & reconciliation6
- Deck & document polish2
- Inbox & prospect triage2
- Reporting & oversight2
- Onboarding & enablement1
Load-bearing
Mentioned as critical by their teammatesMaya Patel
Senior Analyst, Engagement team
HeavyTom Reilly
Engagement Manager
HeavySarah Chen
Partner
ModerateDavid Kim
Operations Lead
Moderate
Map → agents
Workflows feeding into agents
01
Maya Patel
Partner preference doc
Maintains a private Notion of every partner's slide preferences — the firm's de facto style guide.
Friday deck polish agent
Tom Reilly
Billing reconciliation
Six hours every Mon/Tue reconciling timesheet CSVs into the partner-billing spreadsheet.
Billing reconciliation agent
Tom Reilly
Late timesheet chase
Tuesday morning hunt for analysts who haven't filed — macros calculate wrong recovery rates until they do.
Billing reconciliation agent
Tom Reilly
Ops reconciliation macro
Maintains David's Sunday-night Excel macro that diffs Bill.com, QuickBooks, and the master sheet.
Billing reconciliation agent
Sarah Chen
Prospect inbox triage
10+ hours/week triaging inbound prospect email — referrals, conference contacts, LinkedIn replies.
Partner prospect inbox agent
Sarah Chen
Notion prospect CRM
Personal Notion CRM with prospect stages and notes. The firm's Salesforce sits unused.
Partner prospect inbox agent
David Kim
Sunday-night reconciliation
4–6 hours every Sunday reconciling Bill.com, QuickBooks, and Tom's master sheet.
Billing reconciliation agent
David Kim
Billing-code chase
Chasing partners (mostly Sarah) for mid-week billing-code changes discovered Sunday at 9pm.
Billing reconciliation agent
David Kim
Month-end close support
Feeds reconciled numbers to the part-time CFO for monthly close.
Billing reconciliation agent