AI · Workflows · Implementation

Practical AI. Better workflows.

How I work with AI Illustrative simulation. Hover or tap a step.

I start with conversation: an objective, then possibilities, narrowing audience, scope, and deliverable until the problem is clear.

I’m Will Kinsey. I help businesses improve how work gets done through practical AI, better workflows, and clear implementation.

My background spans operations, software implementation, analytics, and customer adoption. I bring those together to turn complex problems into useful tools and processes.

Let’s talk about your business See selected work

Prefer LinkedIn? Connect there.

Where I can help

Three areas where I can help a business improve how work gets done.

AI and automation

Find useful applications for AI and turn them into workable processes.

AI projects

A recall workflow connecting notices, equipment records, review and follow-up
A school book catalog built from teachers’ phone photos

Operations and workflow improvement

Clarify steps, reduce repetitive work, and improve handoffs.

From past roles

Algorithmic budget review that found billing errors, leading to $1.6M in corrections the following year
Order processing time cut from 78 to 14 minutes with a health system’s purchasing team

Implementation and adoption

Connect business needs, tools and people so improvements become part of everyday work.

From past roles

Five-region procure-to-pay rollout, on time and on budget, with a 50-person UAT team
98% client retention leading Partner Success

Selected work

Two working systems I designed and built with AI. Each case study includes an interactive replay.

Applied AI · Photos to data

Turning photos into organized, usable information

Teachers photographed their shelves. The workflow read each book, looked up its details, and built the school’s catalog in Google Sheets. Anything uncertain went to a person to check.

Project: Classroom book inventory from phone photos

See the replay

Workflow automation · Healthcare operations

Connecting complex notices, records, review and follow-up

In hospital equipment management, recall notices, inventory records and the work that follows live in different places. This workflow brings FDA and manufacturer notices together with equipment records, flags likely matches, and prepares work orders and messages. Uncertain cases go to a person, and a person reviews the first record and sends every message.

Project: Medical equipment recall pipeline

See the replay

How I approach a business problem

The same four steps, whether the answer is an AI tool, a cleaner process, or both.

Understand the problemWho does the work today, where it slows down, and what a better result looks like.
Choose a practical approachThe simplest option that fits the people, tools and budget you already have.
Build and test itWorking versions early, checked against real cases before anyone relies on them.
Help people use itTraining, handoff and follow-up so the change becomes part of everyday work.

How I work with AI

I lead the work; AI agents handle much of the research, production, and checking. I shape the problem, inspect what comes back, and redirect it until it is genuinely useful.

agent session · capital planIllustrative replay

MeObjective: capital plan for 3 sites. Audience: CFO. Deliverable: workbook + 1-page brief.
Lead agentClarifying: which budget year, and what decision does the CFO need to make?
MeFY27. Decide replace vs. repair for the imaging and lab fleets.
Lead agentPlan ready. Delegating 3 bounded tasks to worker agents.
ResearchLifecycle and support data gathered, sources cited.
AnalysisReplacement ranking built from inventory and service history.
BuildWorkbook v1 and brief draft created.
ChecksTotals reconcile · links resolve · no empty fields.
MeReviewed the workbook. Simplify tabs, cite data sources, drop the agent-sounding jargon.
Lead agentRevised. Workbook v2 and brief v2 ready for review.
ApprovalApproved v2 by Will. Earlier versions cannot inherit it.
Skill savedcapital-brief-skill v3, ready for the next project.

Daily toolsOpenAI CodexClaude CodeChatGPTClaudeGemini

Shaping before delegatingI work through the objective, audience, scope, and deliverable in conversation first, then have a lead agent turn that into instructions for implementation agents.
Multi-agent delegationWhen the work calls for it, a lead agent plans and reviews while worker agents take bounded tasks at high reasoning effort. See the walkthrough and setup kit.
Hands-on reviewI open the actual workbooks, decks, documents, and browser results, judge usefulness as well as correctness, and send work back with specific corrections.
Controlled workflowsAt Renovo I designed AI-assisted workflows that combine API and web intake, deterministic matching, structured document review, and explicit human approval gates. AI prepares and checks; people decide.
Reusable skillsWhat works becomes a skill or template, so results are repeatable. Many are public: Human-AI Alignment Skills and AI for Knowledge Workers Resources.
Agentic coding and build toolsI work daily in OpenAI Codex and Claude Code, alongside ChatGPT, Claude, and Gemini, choosing the tool by task and cost.
TeachingI share practical methods on AI for Knowledge Workers, my YouTube channel, with an emphasis on review steps and human judgment.

Background

About 20 years in operations, software implementation, analytics and customer adoption, most of it in medical equipment services and healthcare supply chain. The common thread is bringing operations, sales, product, IT and customer teams together around a priority and seeing it through to adoption.

Results from past roles

$1.6Min billing corrections at Renovo the following year, from an algorithmic review of the budget that found where billing was incorrect
5 regionsenterprise procure-to-pay implementation for PartsSource, delivered on time and on budget, with a 50-person UAT team
+25%annual recurring revenue at Premier after integrating Customer Success and Contract Adoption, with no added headcount
98%client retention leading Partner Success at ReLink Medical

Renovo Solutions

Senior Project Manager, Key Initiatives · until 2026

Designed an algorithmic review of the budget that found where Renovo was not billing correctly, producing $1.6 million in corrections the following year.
Business lead for a capital-planning product: built a functional HTML prototype used with customers, then translated it into Power BI for easier hosting, with data taxonomy, field mappings, and a documented BI implementation handoff.
Designed controlled AI-assisted workflows for recall preparation and equipment lifecycle research, including a research batch covering 3,258 manufacturer and model combinations, with deterministic checks and human review.

CAPEXmedical

Founder and owner · 2022–2024

Built a healthcare equipment procurement business sourcing surgical, imaging, and acute-care equipment.
Developed go-to-market positioning and materials, secured client engagements and a reseller and service network, and used custom GPTs for customer-facing processes.

PartsSource (consulting contract)

Independent consultant · separate from earlier PartsSource employment

Led a five-region PartsSource Pro implementation delivered on time and on budget: process design with the VP of Procurement, rollout schedule, coordination of developers and a 50-user joint UAT team, and training design for hundreds of service personnel.
Built the adoption strategy and Sales, Implementation, and Account Management materials for the Formulary feature.

Premier (Conductiv)

Director, Purchased Services · 2021–2022

Combined Customer Success and Contract Adoption for a SaaS offering, growing annual recurring revenue 25% without adding headcount.
Advised healthcare supply-chain leaders and trained Contract Explorer users.

ReLink Medical

VP, Partner Success · 2019–2021

Redesigned Partner Success staffing, budgets, and processes across web support, renewals, implementations, and account management, achieving 98% client retention.

PartsSource

Product Strategy · VP, Client Services · Senior Director, Project Management · Senior Manager, Supply Chain

Led a small-capital medical equipment offering from concept through market launch, and created a crowdsourced alternative equipment maintenance (AEM) database for PartsSource Pro customers.
As VP, Client Services, led implementations, account management, and web and integration support, achieving 92% enterprise customer retention, and helped evolve a legacy ordering portal into a B2B SaaS platform.
Implemented ISO quality controls with Allina Health’s clinical engineering and purchasing teams, cutting average order processing time from 78 to 14 minutes.
Led the PMO and Sales Operations; migrated more than $10 million in annual service-parts business using EDI metadata, and reorganized more than 50 sales generalists into four specialist and lead-generation groups.
Managed a $70 million supply chain and partnered with IT to design and implement a vendor ranking module.

Education: Master of Applied Politics (MAP), The University of Akron. Bachelor’s degrees in Secondary Education and Political Science, Kent State University.

Credentials: Project Management Professional (PMP).

Full role history is on LinkedIn.