Solving Operational Problems That Stall Growth or Impact Profitability.

Services

Executive Advisory

Strategic counsel to help owners make informed decisions.

My value propositions:

  • AI- and Digital Transformation—helping businesses evolve

  • Practitioner turned Executive—decades of front-line experience

  • Deep sector specialization—agencies, consultancies, and professional services firms

  • Root-cause mindset—solutions built to scale

  • Focused on outcomes—not activity but measurable progress

Fractional COO

Interim or part-time leadership to stabilize / scale operations

  • Operationalizing business strategy

  • Process Improvement and Efficiency Gains (i.e., productivity optimization)

  • Financial and Operational Metrics

  • AI Transformation

  • Team and Organizational Design

  • Technology Implementations

  • Technology Stack Optimization

  • Contractual Processes and Risk Management

  • Near-shore or off-shore partnerships

  • Leadership support during a transitionary phase (with an emphasis on KTLO)

  • M&A Due Diligence

Operations Consulting

Point-solutions based upon in-depth assessments (efficiency, profitability), change management leadership, exploratory R&D initiatives, and operational triage support.

  • Process Analysis:  Evaluate current processes for efficiency and quality (of output), recommend optimizations

  • Performance Audit:  Identify process gaps, opportunities for improved profitability

  • Operational Assessment:  Deep-dive into problem areas, recommend prioritized action plans

  • Change Management:  Support (or lead) implementation initiatives for new systems, teams, or platforms

AI Transformation

Strategic guidance and facilitation to help companies evolve how they conduct business---adopting AI systematically and with purpose & intent.

  • Phase 1: Discovery—Stakeholder Interviews (SHIs), Business Model Review, Readiness Assessment, AI Goals Definition

  • Phase 2: Current State Assessment—SWOT Analysis, Process Mapping + Audit, Data & Technology Review

  • Phase 3: Opportunity Mapping—Alignment, Synthesis, Prioritization

  • Phase 4: Roadmap Design—Sequencing of initiatives; Work Planning, Resource Planning, and Budgeting; Success Metrics

  • Phase 5: Change Management—Communications Plan, Resourcing, Planning -- Pilot, Rollout

  • Phase 6: Implementation & Optimization

"The best consultants don’t overwhelm their clients with potential solutions. They surface the select insights that actually change minds and reshape business plans."

— Scott Galloway -- Professor of Marketing, NYU Stern | Bestselling Author | Founder, Section | Host #ProfGPod, #PivotPodcast