Operations redesigned, then automated, at your scale.
For professional-services firms, operations teams and corporate departments. I map how work moves across your teams and systems, remove the waste, then build the automation, AI and internal tools to run it, or lead your team through it.
Nine years at AWS building and running business operations for a global support organization, and eleven at Bloomberg leading global engineering and infrastructure. The same rigor, applied to your operation.
How it works
Map
See how the work actually moves and talk to the people doing it.
Fix
Remove extra steps, handoffs and re-typing before anything is built.
Build
Automation, AI or a custom tool for the new process, working in week one.
Run
Training, documentation, and support afterward.
Engagements
I tell you what to fix and guide you through it.
- Automation Roadmap or Full Workflow Diagnostic
- Processes mapped across teams and systems
- A ranked, priced plan your team can execute
- Fractional Advisor for ongoing oversight
Best when you have a team that can execute.
I fix it and build it for you.
- Process redesign built into every build
- Automation sprints and custom internal tools
- Weekly demos, training, documentation and handoff
- Care plans or a build retainer afterward
Best when you need it delivered.
| Offer | Scope | Price |
|---|---|---|
| Automation RoadmapAdvisory · start here | One week: one core process mapped, bottlenecks found, a priced plan. Credited toward any build. | $3,500 / $5,000 |
| Full Workflow DiagnosticAdvisory | Up to four connected processes mapped across teams and systems, with a roadmap and build estimates. Two to three weeks. | $9,500–$12,500 |
| Fractional AdvisorAdvisory | Ongoing roadmap, vendor and team oversight. Three-month minimum. | from $4,500/mo |
| Automation SprintBuild | One workflow automated end to end across your existing tools. One to three weeks, demo in week one. | $7,500 |
| Custom appBuild | An internal app or portal built for the redesigned process, with training and handoff. Three to eight weeks; you own the code. | $20,000–$35,000 |
| Care planBuild | Monitoring, fixes and monthly change hours, business-hours response. | $750 / $1,500 mo |
Roadmap: $3,500 under 50 staff, $5,000 for 50–200. Organizations over 200 people, or work across several departments, are scoped and priced after the Diagnostic. The Roadmap or Diagnostic fee is credited toward a build or retainer signed within 30 days.
Case study
One screen instead of opening every loan file
Built around one broker's process and designed to repeat: each loan officer can run the same system in their own account. Every client from lead to funded, with next steps and missing documents in one place. In pilot on real loan data, approved by the brokerage.
Working with your team
Documentation, access controls and change sign-off from day one. Nothing goes live without your IT lead's approval.
NDA before I see anything. Data stays in your systems under your policies. You own all code, accounts and data.
A master agreement and a statement of work for every engagement. Builds are paid 40% at start, 30% at a working demo, 30% at handoff.
Start with a free fit call
Thirty minutes. Walk me through the process that costs you most; I'll tell you whether a Roadmap or a Diagnostic fits.