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.

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.

The offer

Discovery and design

We map current workflows, find drag points, and produce a practical operating spec your team can trust.

Build

Custom AI operations dashboard implementation, starting from the Strata architecture and tailored to how your team actually works.

Ongoing retainer

Maintenance, expansion, and active support as your AI enablement lead over time.

Why this works

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.

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

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

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.

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