Lead Solutions Architect
Interview with Charles · BGS Consulting
Monday.com · Salesforce · Asana · Business Integration
I've operated Opportunities 2 Serve since 2013, helping organizations identify, implement, and optimize business technology. My work combines discovery, solution architecture, and hands-on implementation across Monday.com, Salesforce, and Asana.
Hynes Construction is one of my strongest examples. I designed its digital operating backbone for an established company that was still primarily paper-based. That included interconnected Monday.com boards, cross-board automations, historical-data migration, permissions, and training.
What interests me about this opportunity is helping several acquired businesses transition into a more coordinated operating and technology environment.
01 — Probable Interview Questions
25 questions arranged in likely interview order. Starred questions deserve particular attention.
02 — How Would You Build It?
15 technical questions. Each contains an answer to say aloud and configuration steps for deeper technical follow-ups.
03 — Platform Experience & Feature Guides
Your platform answers and feature terminology. Feature lists are reference material, not proof of deploying every listed capability.
04 — Project & Scenario Bank
Confirmed projects and illustrative scenarios to help you recall older implementations.
05 — Healthcare & Wellness Experience
Direct Employment
- Woods Services: Program Supervisor in residential programs, including supervision of more than 30 staff across three units; subsequent PRN forensic-unit work.
- CareLink Community Support Services: Residential Counselor and Career Specialist. Experience in behavioral-health, developmental-disability, career-development, and educational-support environments.
Healthcare & Wellness Consulting
- Victory Chiropractic & Performance: Technology-enabled content operations, structured review, quality assurance, and client handoff.
- InnerMine Wellness: Acuity scheduling, booking workflows, intake processes, and Square payment connectivity.
- The Healing Sanctuary: Wellness-related operational and technology support.
- Mayland Fitness and Wellness Coaching: Monday.com selection, implementation, and optimization.
Related Leadership & Programs
- Horizon House / Providence House of Chester: Advisory board leadership.
- DCODE / CareLink: Career and education programming developed through the CareLink and Delaware County Community College partnership.
- Say It With Clay: Board service involving community and therapeutic programming.
My background includes direct experience in behavioral-health environments and implementing operational systems with sensitive employee, financial, and business information.
For a healthcare technology project, I would first determine whether protected health information is involved and which applications are authorized to handle it. I would work with the client's security and privacy stakeholders to establish the relevant requirements, including appropriate business associate agreements, access controls, data handling, auditability, retention, and integration safeguards.
I would not assume a platform is authorized to process PHI simply because it has the technical functionality to store the data.
06 — Questions to Ask Charles
Includes suggested responses if Charles asks for your recommendation first.
I don't start by configuring software. I start by understanding the business, its data, workflows, dependencies, and governance requirements. Then I design and implement the technology that supports the operating model.
