OPPORTUNITIES 2 SERVE · PRIVATE INTERVIEW REFERENCE

Lead Solutions Architect

Interview with Charles · BGS Consulting

Monday.com · Salesforce · Asana · Business Integration

40 Interview & Technical Questions 3 Platform Guides 19 Project Examples
YOUR 60-SECOND INTRODUCTION

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.
IF CHARLES ASKS ABOUT HIPAA

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.

YOUR CLOSING POSITION

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.