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.

The single source of truth is a spreadsheet. Or six.

Reviews keep slipping because the prep work is manual.

Onboarding takes weeks because nothing is documented.

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. Scoped to fit small-team budgets, not just enterprise ones.

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

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. 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.

The systems behind it

Built on systems, not from scratch.

Most engagements build on systems I have already shaped: Strata for operations dashboards and Quire for law firms, alongside the same local-first approach behind custom ordering, booking, and loyalty. You get a head start instead of a blank page.

See the systems

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!
Sandy PrattSmall business owner

Questions

Before you reach out

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.

Start the conversation