Services

From strategy to working system.

Most engagements start with a hard question: what's actually broken, and what do we fix first? I work alongside your leadership team to answer it — then build and run the plan.

What I deliver

Discovery

I start by understanding the business — strategy, processes, and the systems you have today. The goal is a shared, honest picture of where you actually are.

What's included

  • Business strategy review
  • Current process documentation
  • Current technology inventory
  • Stakeholder interviews

Assessment & Recommendations

I translate what we found into clear gaps and prioritized moves. You get a recommendation you can act on, not a 60-page report you'll never read.

What's included

  • Gap analysis
  • Technology fit assessment
  • Prioritized recommendations
  • Executive readout

Technology Roadmap

A phased plan that ties technology investments to business outcomes. Realistic about budget, timeline, and what your team can actually absorb.

What's included

  • Phased roadmap
  • Options analysis
  • Vendor selection support
  • Budget and timeline

Execution & Oversight

Hands-on project leadership through go-live and adoption. I sit on your side of the table and own the outcome — not just the deliverables.

What's included

  • Project management
  • Vendor coordination
  • Change management
  • Go-live support

Advisory & Coaching

For leaders who need a senior thinking partner without a full engagement. Strategic advisory, executive coaching, and team mentoring — on your terms.

What's included

  • Executive advisory
  • IT leadership coaching
  • Team mentoring
  • Decision pressure-testing

How a typical engagement runs

  1. 1

    Discovery

    2–4 wks
  2. 2

    Assessment

    2 wks
  3. 3

    Roadmap

    1–2 wks
  4. 4

    Implementation

    Varies

Every engagement is scoped to fit. Some clients need a focused two-week assessment; others need an end-to-end partner from discovery through go-live. We'll figure out the right shape together before any work begins.

Who I work with

Ideal client profile

  • SMB doing $10M–$100M in revenue
  • Outgrowing their current systems, processes, or both
  • Leadership that owns business outcomes, not just IT
  • Ready to invest in operational maturity, not just tools

Industries I know

  • Distribution & wholesale
  • Manufacturing
  • Professional services
  • Field service & operations

Want to see if we're a fit?

Book a 30-minute discovery call. No pitch.