David G. Braun
IT & Automation Leader · MSP Operations and Service Delivery · Anthropic Claude Certified Architect, Professional
+1 541 413 5001
iambraun.com/cv
linkedin.com/in/david-george-braun
github.com/WorkflowtechAI
Summary
With 17+ years of MSP experience across IT operations, infrastructure, and automation, I bring a deeply analytical "systems brain" to the work I do. I've worn many hats, from pre-sales and post-sales engineering, mapping out the client needs and then building and directing the demos that win deals, to supporting the engineering behind the product. Today I build multi-agent AI systems, RAG pipelines with cited outputs, and rigorous evaluation harnesses, on the same systems instinct all those years of MSP work built. See my website for the full story.
Selected Highlights
- At LightPoint: created and led an 11-person systems-operations department, managing and mentoring as many as 11 engineers at a time, serving 90+ clients and 5,500+ endpoints across OR and WA.
- At ZAG: led our MSP's weekly Nexthink and campaign reporting with the client's VP of IT and Senior VP of Operations; we beat our SLAs and KPIs so consistently they were raised monthly.
- At ZAG: led the $7B client's Windows 10 to 11 rollout: ten months, thousands of devices, upgrades and replacements, run in Nexthink with N-able RMM and the PSA (ConnectWise, Halo, ServiceNow).
- At ZAG: cut manual onboarding 80%+ with secure Rewst automation tying Microsoft 365 and Entra ID to the PSA, documentation and line-of-business apps, behind unified client portals.
Experience
Founder & Executive Engineer
Apr 2025 to presentEudai Gestalt Integrations LLC (EGI) · workflowtech.ai · AI and SaaS product studio
- Anthropic Claude Certified Architect (Professional), shipping multi-agent workflows, RAG, and evaluation harnesses in production. (https://workflowtech.ai/press/portfolio.html)
- Work in Claude Code, the Claude CLI and Gemini about eight hours a day, every day.
- Built the studio's own Claude Code skills, hooks and subagents in llm-builder-kit: a reviewer subagent that issues the auto-merge verdict, an orchestrator that splits briefs into bounded tasks, and a hook that blocks inline scripts the shell would corrupt.
- Built a custom YouTube data MCP server (channel search, video lists, transcripts) to pull video transcripts for the Co-DM app; run MCP servers daily in Claude Code, among them a graphify knowledge graph of the GWEDU codebase, Playwright and Apollo.
Client Services Engineer → Lead Client Services Engineer → Quality Operations Engineer
2022 to 2025ZAG Technical Services · San Jose, CA · Remote · MSP · Microsoft Gold Partner · Promoted twice, the first inside 90 days
- Rose from Service Delivery Engineer to Team Lead to MSP Operations/Automation in 3 years.
- Incident Manager: ran incident command on major incidents across all clients, coordinating SOC, NOC, and client teams.
- Led support engineering for ZAG's single largest client, 73% of the business at a ~100-client MSP: a 25,000-employee enterprise with 50,000 endpoints under multi-site support.
- Co-stood up a Quality Operations department side by side with the Director of Operations, from charter to operational in its first year, and stood up its Automation Center of Excellence on Rewst as the primary platform, with MSPBots.
- Endorsed by former Director of Operations (Ananya Ridenour) & Service Delivery Manager (Jeff Gaspard).
- Worked in client Azure environments every day at the MSPs (LightPoint NW, then ZAG): virtual machines, users and Entra ID identities, conditional access and the rest of each client's tenant.
Systems Support Engineer I → II → Team Lead → SysOps Team Lead
2018 to 2022LightPoint NW · Portland, OR · Healthcare MSP · 90+ clients, 5,500+ endpoints · Promoted three times
- Ran full-spectrum MSP delivery at a Microsoft Gold Partner, on-site and remote: high-volume ticket queues, Microsoft 365 and Google Workspace administration, systems engineering, patching and backup standardization, endpoint and network security (EDR/MDR, firewalls, DNS filtering), and repeated ransomware recovery and high-pressure security response.
- Lead escalation engineer for complex cross-tenant issues, with direct stakeholder communication during outages.
- Supported a healthcare client base, mainly physician and dental practices, including their optical imaging systems.
- Endorsed by former CEO (David Boxberger).
- Rose from Systems Support Engineer I to SysOps Team Lead over four years, delivering systems engineering and systems administration alongside the leadership role.
Systems Engineer II · Technical Support Engineer · Founder · Contractor
2013 to 2018Tier Two Consulting / New West Technologies / Alternation LLC / Robert Half · Portland, OR
- At New West (2016 to 2018): MS Gold Partner, Hybrid MSP Engineering, Solutions Engineering + FinTech Middleware Application Support
Technical Account Manager
2009 to 2012Heartland Payment Systems · Remote · Managed Services
- Field support, multi-site support, customer success, and technical account management for a global payment processor.
Earlier roles
2005 to 2009Ricoh USA / BBL Media · Portland, OR
- Contracts Administration, Ricoh USA (2007 to 2009)
Primary Skills
- AI & automation · agent orchestration, AI enablement, AI governance, Claude Code, client onboarding automation, context engineering, evaluation harnesses, human-in-the-loop, hybrid retrieval
- Leadership & delivery · client onboarding, continuous improvement, demo environments, discovery and scoping, documentation, endpoint management, escalation management, executive-to-engineering translation, proof-of-concept builds
- MSP & IT operations · Active Directory, AWS, Azure, backup, conditional access, disaster recovery, Docker, Entra ID, Hyper-V
Credentials
- Claude Certified Architect, Professional (CCAR-P), Anthropic, 2026 · verify
- Claude Certified Architect, Foundations (CCAR-F), Anthropic, 2026 · verify
- Claude Certified Developer, Foundations (CCDV-F), Anthropic, 2026 · verify
- Claude Partner Badge, Claude Code, Anthropic, 2026 · verify
- Anthropic Academy Completion, Anthropic, 2026
- Rewst Foundations; Rewst Clean Automation, Rewst, 2024
- CompTIA A+; CompTIA Network+ (2014)
Education
- AAS, Computer Information Systems, Portland Community College, 2015
- BS, Computer Science (incomplete), Hartwick College, 2000 to 2002
- BS, Communications (incomplete), Greensboro College, 2002 to 2004
- Post-graduate year, Bridgton Academy, 2000
Skills index
Keyword-dense for ATS and AI screeners. See the complete knowledge graph here: https://iambraun.com/cv/skills-graph.html
- Service delivery & quality ops · continuous improvement; solution architecture; service delivery reporting; automation adoption; quality assurance program; CSAT programs
- ITSM & process · problem management; service delivery management; ticket queue management; post-incident reviews; process design; PSA platforms; ITIL and change advisory board; preventive process change; custom enterprise SLAs; ticket trend analysis
- Security · conditional access; security awareness training; security incident response; vulnerability management; API key management; Cloudflare Zero Trust
- AI & agentic engineering · evaluation harnesses; agent orchestration; context engineering; human-in-the-loop; hybrid retrieval; LLM-as-a-Judge; AI enablement; AI governance; Claude Code; MCP; RAG; system prompt design
- Cloud & infrastructure · Docker; Linux; Azure; AWS; client systems deployment; CI/CD pipelines; systemd; production incident response; multi-tenant architecture; cloud cost governance
- Automation & scripting · client onboarding automation; secure automation; low-code/pro-code hybrid integration; event-driven webhook automation; continuous deployment; deployment automation; automated reporting; custom integrations; workflow automation; build automation; Azure Functions; Shell scripting · via GenAI: PowerShell; Python
- Leadership & people · Quality Operations; documentation; team and department leadership; mentoring, hiring, and technical interviewing; escalation and incident management; business training program; mentoring to promotion; SOPs, KPIs, and SLAs; executive reporting; M&A support
- Solutions Engineering · discovery and scoping; demo environments; executive-to-engineering translation; proof-of-concept builds; discovery to go-live; post-sales implementation; post-sales engineering; Customer Relationship Management; technical account management
- Incident & escalation management · incident command; root cause analysis; data recovery; cross-team coordination; directing client staff; escalation tier design
- Client success & commercial · endpoint management; quarterly business reviews; escalation management; technical discovery; client onboarding; vendor management; RMM; stakeholder communication; pre-sales engineering; client de-escalation; ITSM implementation; multi-site support
- Backup, BCDR & recovery · backup and disaster recovery; disaster recovery; Microsoft 365; backup; ransomware recovery; backup remediation; RPO and RTO design; patch management
- Networking · VPN; networking; site-to-site VPN; firewall management; Firewalla; wireless design and deployment
- Identity & access · Active Directory; Intune; role-based access control; access control design; Microsoft Entra ID; Microsoft 365 global administration
- Servers & virtualization · Windows Server; Hyper-V; VMware; server hardware builds
- MSP & SaaS Tools · Rewst; ServiceNow; CIPP; n8n; Microsoft Defender for Endpoint
- Documentation & knowledge · technical documentation; onboarding and enablement; training program development; knowledge base authoring
- Monitoring & observability (MSP) · SLA reporting; engineer utilization reporting; phone system reporting