Forrest Swan III · SystemSerenity

Operational clarity at scale.

Agency Operations & Systems Manager at Kasey Osman Insurance

I own systems architecture, automation, data governance and cybersecurity at an Allstate agency in Melbourne, Florida, and I build the internal tools the team runs on: a file-compliance auditor, AI-assisted triage, training apps and the workflows that connect them.

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18projects delivered: software, infrastructure and operations

12in daily production and actively maintained

154passing automated tests across 4 apps (FileGate, training, exam prep, past-due tracker)

2016started in Salesforce systems administration

Delivery tracker

Q4 2026: 17 delivered so far

1 new system and 16 improvements shipped since October 1, with 78% of the quarter still to go. Q3 2026 finished at 21.

17delivered this quarter

1new system launched

16releases and improvements

22% of the quarter elapsed · Oct 1 – Dec 31, 2026 · counted as of Oct 21, 2026

Latest

Oct 19Apps Script Toolkit — Hub v1.12
Oct 19License Exam Prep — Web edition (Apps Script) live under Team Resources › Training
Oct 19Team Resources Portal + Quick-Launch Hub — Hub v1.12 Exam Training Program tile
Oct 19UPS Battery-Backup Rollout — shipped
Oct 15Team Resources Portal + Quick-Launch Hub — Hub v1.10.2 agency-processes pages

Full delivery timeline

Trusted

Dependable systems you can count on.

Connected

Workflows and data that work together.

Optimized

Built to scale with your business.

Selected work

Systems that ship, not slideware

Each project has a written case study. Source code is private; walkthroughs are available on request.

Maintained Sep 2026

FileGate — Naming Compliance Auditor + AI Intake

Built and deployed an AI-powered data-governance platform that audits about 67,000 client files against policy and files new documents automatically using LLM field extraction.

Data Governance
Records Management
Compliance Automation
Policy as Code
Python

Case study

Maintained Sep 2026

UW Triage Engine + Board

Automated the underwriting-notice workflow end to end: LLM-powered triage, a web-based work board and two-way Slack integration for accountability and SLA tracking.

Workflow Automation
Google Apps Script
LLM Integration (Claude API)
Slack API
Systems Integration

Case study

Maintained Jul 2026

License Exam Prep

Designed and shipped an offline desktop exam-prep app for Florida insurance licensing across six license tracks, then re-platformed it as a web app on the team portal.

Product Development
Product Ownership
Python
Desktop Application
SQLite

Case study

All 21 projects and case studies

Open source

Code you can read today

Production source stays private. These 4 public tools distill the same patterns, with tests on every push.

Open sourcePythonMIT

repo-privacy-scan

Finds staff names, internal hostnames, private IPs and secrets before a repository or website goes public, including in git history you thought you deleted.

Python
Data privacy
DevSecOps
Git history

Source on GitHub CI runs

Open sourcePythonMIT

naming-policy-validator

Policy-as-code for shared drives: audits every folder and file name against a records policy written in JSON and scores compliance with a reason code per violation.

Python
Data governance
Policy as code
Records management

Source on GitHub CI runs Related case study

Open sourcePowerShellMIT

wireguard-nonadmin-windows

Rolls out a WireGuard VPN to Windows laptops where users don't have admin rights, and lets them turn the tunnel on and off without ever seeing a key.

PowerShell
WireGuard
Least privilege
Windows

Source on GitHub CI runs Related case study

Open sourceGoogle Apps ScriptMIT

business-hours-sla

Two Google Sheets custom functions for SLA reporting: business hours elapsed between two timestamps, and the due time for an SLA measured in business hours.

Google Apps Script
Google Sheets
SLA reporting
JavaScript

Source on GitHub CI runs Related case study

Read the technical write-ups (3)

How I work

Clarity first, then automation

Clarity

Clear processes. Clear direction.

Confidence

Make better decisions with the right information.

Serenity

Less chaos. Less stress. More time to lead.

In practice: policies get written down as data before code enforces them, anything that can't be derived goes to a review queue instead of being guessed, and the larger tools ship with automated tests.

Services

Need this kind of clarity in your business?

SystemSerenity also takes on a small number of fixed-price projects for small businesses: the same systems thinking, scoped so you know the cost up front.