Four Practices. All Proven in Production.
Every capability on this page is running live inside a real company today. The status panels show verified results from the flagship engagement, not projections.
Financial Systems That Reconcile to the Penny
Most mid-market finance teams run on Excel heroics: a workbook someone closes every Friday, a month-end that takes days, and numbers leadership quietly distrusts. I replace that with live systems.
Bank feeds over secured treasury APIs, the ERP general ledger, payroll, and payments, unified into a financial operating platform and a proper data warehouse. The close gets automated. The numbers get trusted, because they get verified every day.
The Tools Your Team Actually Needs, Built to Fit
Off-the-shelf software forces your process into its shape. I build the opposite: focused web applications shaped around the work your team already does, connected live to your systems of record.
Operations dashboards, sales portals, collections tools, leadership cockpits. Single sign-on, role-based access, hosted lean on your own cloud. And when your team has built scrappy prototypes that work, I industrialize them instead of throwing them away.
AI Where It Pays, Not Where It's Fashionable
Most companies' AI story is a chatbot nobody uses. The difference is grounding: AI connected to your actual ERP, documents, and CRM through purpose-built connectors, with guardrails that keep sensitive data walled off.
I also use AI as labor, not just as a feature: autonomous agents that build and fix software overnight, pipelines that watch themselves, and training content produced entirely by AI. My own invoicing runs this way.
An Owner's-Side Operator Inside Your Business
Mid-market companies carry enterprise-grade technology risk without enterprise-grade oversight: over-permissioned vendors, unmanaged cloud spend, insurance warranties nobody checked, and contracts that renew themselves.
I sit on your side of the table. I audit the estate, quantify the risks in dollars, negotiate the vendor stack down, and leave you with governance that keeps working after the audit ends.
Not Sure Which Practice You Need?
Most engagements start with a diagnostic across all four. Tell me what hurts, and I'll tell you what I see and whether I'm the right fit. If I'm not, I'll say so.