Better Processes Start With Your People.
When documents, information, and approvals move between people and disconnected systems, it's often employees who do the extra work to keep everything moving. I'm David Giller, founder of Brainiate. I help businesses simplify document-heavy workflows by combining practical technology experience with something equally important: understanding how people actually do the work. And that starts with listening.
Listening Is Often Where the Solution Begins.
You can't solve a problem until you understand what's really happening.
Before becoming a technology consultant, I practiced law, representing people facing difficult situations, sometimes against major corporations and financial institutions. That experience taught me to listen carefully, ask better questions, examine the evidence, and challenge assumptions before deciding what needs to happen.
I've worked with organizations including NBCUniversal, GE Capital, Volvo, Fidelity, Capital One, ServiceNow and Weichert Realty. Different industries and systems, but similar challenges: complicated processes, competing priorities, and employees finding ways to keep everything moving.
My experience spans business operations, enterprise technology, Salesforce consulting, and process improvement. I've learned that technology problems often involve unclear requirements, disconnected processes, or workarounds that developed for good reasons. Understanding those details is essential before recommending a solution.
Today, I bring those experiences together to help businesses simplify document-heavy workflows. I work alongside employees and business leaders to understand the problems, evaluate practical improvements, and implement changes that fit how the organization actually operates.
Different organizations. Different systems. Different challenges. But one lesson has stayed with me: the people closest to the work often have the clearest understanding of what's making it difficult. Their knowledge is essential to making improvements that actually work.
Show Me How the Work Really Gets Done.
I don't want to see only how a process is supposed to work. I want to understand what actually happens when information is missing, something goes wrong, or an employee needs to find another way to get the job done.
Walk Me Through a Real Example
Show me how you handle an actual document request, transaction, or customer interaction. Where does the information come from? What do you check? What happens next? Those details help me understand the work beyond the official process diagram.
Tell Me What's Driving You Crazy
What takes too long? What keeps going wrong? Where are you copying information, chasing updates, or working around the system? I want to understand the frustrations and why those workarounds exist.
What Would You Change?
I often ask employees what they'd change if they had a magic wand. People closest to the work frequently have practical ideas that deserve attention. We explore those suggestions together and determine what might actually help.
Let's See If It Works in Practice
An improvement that looks great in a demonstration may struggle with real-world exceptions. I involve employees in testing the proposed changes, listen when they identify problems, and help make adjustments before the new process becomes part of their everyday work.
A Better Workflow Has to Work Beyond One Department.
A document process often involves several people, departments, and systems. Improving one step can create problems somewhere else if you don't consider how the pieces fit together.
That's why I look at more than the technology. I work with your team to understand the information people need, the rules and compliance requirements that apply, and what happens when something doesn't go according to plan. We consider how changes affect employees, customers, and the next person in the process so that we're improving the overall workflow, not simply moving the problems around.
You Don't Need Another Technology Project That Makes Things More Complicated.
Before recommending another platform or subscription, I look at how your existing systems and processes work. Sometimes clearer requirements, better configuration, or connecting applications you already use can solve the problem without introducing something new.
Automation and AI can be useful, but they're not automatically the answer. I work with your team to understand the business requirements, evaluate practical options, and determine what makes sense. The goal isn't more technology. It's less unnecessary work.
A solution isn't successful just because the technology works. We test it against real situations, involve the people who will use it, address their concerns, and provide practical training. We also establish who's responsible for maintaining it when requirements change.
Technology Should Take Work Off Their Plate. Not Add More.
Your employees want to finish their work, know they've done it properly, and get on with their day. That means improvements need to be practical, easy to understand, and supported by proper training. The goal isn't another impressive technology demonstration. It's a better way of working that your team can confidently use every day.
Experience Matters. So Does Helping People Use What You Build.
I've spent years consulting, teaching, speaking, and helping people understand business technology. Those experiences shape how I work with clients today. I want your employees to understand what's changing, why it matters, and how to use and support the improvements long after our engagement ends.
Building Professional Communities
I've led the New York City Salesforce Admin Group, founded the Northern New Jersey group, and shared practical guidance with Salesforce professionals around the world. Working with these communities has reinforced how much we can learn from the people solving real problems every day.
Speaking and Sharing What Works
I've spoken at Dreamforce, TrailblazerDX, Salesforce World Tours, and professional community events, including the 2019 Salesforce Customer Success Keynote. My focus has always been making complex business and technology topics understandable, relevant, and useful.
Teaching People, Not Just Technology
I've trained employees at organizations including NBCUniversal, GE Capital, and Weichert Realty, helped Capital One IT professionals develop Salesforce skills, and taught at the college level. That experience taught me that successful technology adoption depends on helping people understand how to use it in their actual work.
Your Employees Aren't the Problem. They're Part of the Solution.
The people doing the work often know exactly where processes break down, which workarounds keep things moving, and what could make their jobs easier. I don't start by telling them what they're doing wrong. I ask them to show me how the work actually happens, listen to their frustrations and ideas, and involve them in shaping and testing improvements. Because the best solutions aren't simply built for employees. They're built with them.
See How We Put This Approach Into Practice.
Explore Our Services →
Discover how we help businesses simplify document-heavy workflows, connect existing systems, and implement practical improvements.
Read Our Client Stories →
Explore real examples of how we've helped organizations solve business problems, improve workflows, and make better use of their technology.
Explore Our Insights →
Practical perspectives on business processes, automation, AI, and making technology work better for the people who use it.
Let's Make the Work Easier, Together.
If your team spends too much time chasing documents, correcting paperwork, or working around inefficient systems, let's talk. Tell me what's frustrating your team, and we'll explore whether Brainiate can help make things easier.