№ 01Brokerage Network
Atlas— National Independent Insurance Brokerage Network
Unifying a brokerage network on a single underwriting and renewal spine.
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John Robertson - Selected Work
Operational systems, should start with paper, pencil and an eraser.
A portfolio of platforms I've built for the regulated, the audited, and the operationally complex. Each case study is anonymized — codename plus industry label — to protect client privacy without flattening the work.
CASE STUDIESANNONYMIZED FOR NDAsPDF available per project
Examples
Five platforms, five workflows.
№ 02Compliance Platform
Meridian— Regulated Communications Compliance Platform
A reviewable, auditable spine for every regulated message that leaves the building.
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№ 03Operations Suite
Harmony— Mid-market People Operations Suite
One employee record, one lifecycle, every team in step.
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№ 04Operations Platform
Sextant— Heavy Equipment Export Operations Platform
One spine for every machine moving from yard to vessel.
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№ 05Professional Services
Keystone— Accounting / Professional Services
One firm, one spine — merging two practices into a single operational system.
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Approach
The work is the workflow.
Every platform here started as a workflow drawn on paper — sometimes literally on a napkin. The interface follows the operational truth of the work, not the other way around. AI augment layers exist to remove triage, not to replace judgement.
Anonymization is a constraint, not a compromise. Codenames, industry labels, and reconstructed screens let the work speak while keeping the clients invisible.