Discovery and design
We map current workflows, find drag points, and produce a practical operating spec your team can trust.
- Workflow audit
- Operating spec
- Phased build plan
AI Consulting
I replace spreadsheets with systems that actually work.
I work with operations-heavy teams whose tools have not kept up with how the work actually happens. Towers of spreadsheets, large-corporation SaaS built for someone else, a stack you outgrew but never replaced. I help you move from patchwork to a clean operating system.
Why now
The problem
Plenty of small and mid-sized teams are running core operations on tools they outgrew years ago. Sometimes that looks like a tower of spreadsheets. Sometimes it looks like enterprise SaaS designed for a company ten times your size. Either way, the software is in charge and the team is working around it.
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The single source of truth is a spreadsheet. Or six.
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Reviews keep slipping because the prep work is manual.
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Onboarding takes weeks because nothing is documented.
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You bought the SaaS, but your people built workarounds.
The offer
Three engagements. One playbook.
Pick the entry point that fits where you are. Each phase stands alone or stacks.
Engagements are project-based and scoped to fit small-team budgets, not just enterprise ones. We start with the smallest piece that proves out, so the cost tracks the value instead of running ahead of it.
Build
Custom AI operations dashboard implementation, starting from the Strata architecture and tailored to how your team actually works.
- Strata-based system
- Approval-gated agents
- Local-first deployment
Ongoing retainer
Maintenance, expansion, and active support as your AI enablement lead over time.
- Monthly support
- New agent design
- Roadmap partner
Proof point
From CRM eval to working system in twenty five hours.
A firm asked for a CRM evaluation. I looked at the data and found the core issue was broader than CRM fit. Twenty-five hours later, they had a working production system. That was the proof point: practical architecture, tight scope, and direct execution can move fast when you stop waiting for perfect conditions.
- 25hFrom scope to working production system
- 1Operator. No formal engineering team.
- 0Vendor lock-in introduced.
Product foundation
Strata
Strata is the product foundation behind a lot of this work: local-first, approval-gated, and built for real operational needs.
Learn about Strata- Local-first by default
- Household data model
- Approval-gated agents
- Audit-ready by design
For law firms
Quire
Quire is a firm command center for small and mid-size law practices. The daily landing page that pulls tasks, calendar, billable hours, messages, and matters into one view, plus a library of practical tools that sit inside the workflow instead of beside it.
Ask about Quire- One dashboard per person
- Matter-aware tool library
- Sits on top of case management
- Built on synthetic firm data
Track record
Who I've worked with
A snapshot of the kinds of teams and projects I have shipped. The list grows as the work does.
Industries
- Boutique specialty accounting firms
- Dental and medical practices
- Small businesses running on spreadsheets
- Internal teams at growing companies
Project types
- AI operations dashboards
- Multi-agent production systems
- Internal client and lead tracking tools
- Client web and brand builds
In their words
What working together is like
Olivia was amazing to work with. I appreciated that her goal was for my website to reflect who I am, and what I want to convey about my small business. She is open to brainstorming video calls, and numerous changes, all with a smile, and her client's happiness being top priority. Her work is fabulous, and many who have seen my website have commented on how professional it is! I'm beyond thrilled with the entire experience, and the finished product!
Questions
Before you reach out
The things people ask first, answered plainly.
What does an AI operations consultant actually do?
I look at how your team really works, find the manual and breakable parts, and replace them with systems that run cleanly. In practice that is operations dashboards, approval-gated AI agents, and internal tools that fit your workflow instead of fighting it.
Can I get a custom system without an enterprise budget?
Yes. Engagements are project-based and scoped to what a small team can actually afford. We start small, prove the first piece works, and only build what earns its keep. You are not paying for a platform built for a company ten times your size.
How does an engagement start?
With a conversation about what is breaking and what good would look like. From there we can scope a discovery and design engagement, or move straight to a build when the path is already clear.
Will I be locked into your tools?
No. The systems are local-first and built for you to own, with no vendor lock-in introduced. If we ever part ways, the system stays yours and keeps working.
Ready when you are
No pressure, no funnel theater.
We can start with a conversation about what is breaking and what good would look like.
Go to contact