QuickieFieldbook / proposalMacEwen
For Ryan Brazier · By Jorge McGregor

Good ideas.
Great execution.

Ryan, I want to join your team as Food Service & Product Specialist and help turn our priorities into clear routines, confident teams and measurable results.

Quickie Fieldbook is an example of what I could build with the team. It shows how I would bring together retail experience, visual SOPs, automation and practical tools to help us deliver foodservice and private-label launches.

Explore the working concept ↓Open the proposal PDF ↗
One place. Every shift.

Know what changed.
See what good looks like.
Get help quickly.

From a phone on the shop floor to a desktop in the support office.

Interactive prototype · Sample content
Quickie Fieldbook phone and tablet concept showing SOP updates and a private-label planogram

Design exploration: proposed interface and illustrative packaging. Product range and final brand execution would be approved with your team.

01 / clarity

The current answer

Approved SOPs with version dates, visual steps and a clear explanation of what changed.

02 / consistency

The right execution

Private-label launch kits with store-specific planograms, product details and readiness checks.

03 / trust

A real feedback loop

Teams flag barriers. Owners respond. Everyone sees the improvement that followed.

Touch the idea

A field guide that works like an app.

Try the SOP acknowledgement, change the planogram format, complete launch checks and adjust the pilot economics.

Quickie
Fieldbook
Demo store A · Illustrative content
Mobile + web
Welcome to your shift

Three clear priorities.

UPDATED · VERSION 1.2Private-label display checkReview the revised label-placement step.
Get ready for the pilot launchConfirm supply, display and team readiness.
Tell us what gets in the wayTurn a store issue into a practical improvement.
Team voice

You said. We changed.

“The shelf guide is too busy to use during a rush.”

Proposed response: one photo, one shelf map, one checklist. Test it with the team before the next release.

What I would bring to the team

I build the system behind the experience.

HabiTally / product building

From an everyday problem to a working product.

I created HabiTally, a household inventory tool with an AI personal agent workflow for finding items, checking locations and confirming inventory entries.

I turn practical needs into usable screens and connected workflows. Fieldbook applies that same approach to mobile and web access for SOPs, private-label launches and planograms.

Explore HabiTally · live development version ↗
Farm Boy / Printshop
$300K+

First-year production savings.

I designed and implemented the Farm Boy Printshop: procurement planning, logistics, investment and ROI planning, branding and production automation. The initial investment returned beyond expectations, with payback in about nine months against an 18-month plan.

I wrote the signage SOPs and built a variable-data input system: direct CSV exports from Product Manager flowed into templates to generate signage. The branding and automations remain in use.

I also led creative delivery for 26+ store openings.

Wealthsimple / trusted execution
$250M+

Personal account transfers closed in 10 months.

I personally closed more than $250,000,000 in personal account transfers. Clear communication, coordination and follow-through supported that work.

I also build Figma process maps, workflow documentation and SQL reporting views to make complex operations easier to follow.

Visit Wealthsimple ↗
Tools I work with

AI, data & operations: ChatGPT · Gemini · Claude Code · MCP · SQL · Salesforce

Microsoft 365: Word · Excel · PowerPoint · Outlook

Adobe Creative Cloud: Illustrator · InDesign · Photoshop · Premiere Pro

Google Workspace (G Suite)

AI-assisted product building, connected workflows, data analysis and client operations — brought together with design and practical retail experience.

Company context: Wealthsimple announced a CAD $13.8B valuation (October 2026), following its CAD $10B valuation (October 2025). These company milestones provide context for the operating environment.

My practical foundation includes Costco Gloucester food safety, WHMIS and warehouse safety training, banquet experience and active Smart Serve.

As part of your team, I would listen to our operators, write usable SOPs, coordinate launch execution and track results. I would work alongside Foodservice, Operations and IT to choose the right tools and support adoption. Fieldbook is one example of that contribution, shaped around our actual priorities.

My first 90 days with the team

Start small. Learn with the team. Scale what works.

01—30 / Listen & build

I would learn our priorities, spend time with store teams and review existing systems. Together, we would choose one priority and co-design a pilot with three stores.

31—60 / Test & improve

I would coordinate the pilot with our operators and subject experts, support coaching, simplify unclear steps and make sure feedback leads to action.

61—90 / Prove & decide

I would report adoption, execution, waste and net contribution so we can decide together whether to expand, adapt or stop, and reuse what we learn.

Production plan: a responsive web app, with home-screen installation where supported. Approved users and store permissions; versioned SOPs; photo review; notifications; an audit trail. Confirm security, device access and integration with IT before rollout. Assess existing tools before commissioning a new platform.

My application / a practical example of my contribution

Ryan, I would welcome the chance
to do this work with your team.

I would bring the same ownership I brought to the Farm Boy Printshop: understand the need, build a workable system, support the people using it and measure the return. I would like to discuss how that experience could support your team as Food Service & Product Specialist.

Jorge McGregor · Food Service & Product Specialist application