Services
Three areas of work. What connects them is the decision in front of you, not the technology underneath it.
Information technology
I sit on your side of the table. For twenty years that has meant researching the options, working out what the business actually needs, and directing a managed service provider to build it.
It is a specific role, and it is the one most often missing. Small firms usually either have nobody who can evaluate what an MSP recommends, or they have somebody technical enough to implement but not positioned to say no. I have spent enough time close to the work to know when an answer is wrong, and enough time accountable for the budget and the outcome to make the call.
In practice:
- Researching and evaluating options, then making a recommendation you can defend
- Vendor and MSP selection, negotiation, and holding a provider to what you are paying for
- Security posture questions: what to ask for, what to insist on, and what is theater
- Translating between the technical answer and the business decision
- Working alongside the MSP or internal IT team who do the building
Artificial intelligence
Finding where AI genuinely earns its place, and putting the governance around it to use it responsibly. Platform selection, rollout, and the practical guardrails that have to exist before a firm handling confidential information turns a tool loose on client work.
This comes out of operator and administrator experience, including rolling out an enterprise AI platform end to end, and it shows in how the work gets built. Research that labels what it could not verify. Automations where the send decision stays with a person, enforced by configuration rather than by a promise. A readable record of what the tool actually did, for the times the standard admin logs do not show it. The case studies are mostly this kind of work.
Business consulting
Process, operations, and the strategy questions underneath both.
- Firm and business operations strategy and execution
- Operational financial reporting, budgeting, and analysis
- HR and team leadership
- Facilities planning and office transitions
- Vendor and contract negotiation, advisory
- Business intelligence and reporting with Power BI
- Change management for complex, multi-stakeholder transitions
Who does what
Some of what an engagement needs is not mine to do. Saying so early is part of the value, and in every case there is somewhere specific for it to go.
- Legal questions go to your counsel. I am not an attorney and hold no bar admission. What I will do is frame the question so counsel can answer it quickly.
- Tax and attest work goes to your CPA, and I will work with them. I am not a CPA. My financial work is operational reporting and process.
- Privacy and compliance obligations are a legal question for your counsel and for the data privacy terms in the platform agreements you sign, not for my characterization of them. I will make sure those terms are on the table before you sign.
- You execute purchases, and the account stays in your name. I do the research, the comparison, and the negotiation that get you there.
- An active security incident needs an incident response firm. I will help you source one and manage them through it.
- Systems engineering and build work goes to your MSP or an engineering firm. I write the requirements, run the selection, and hold them to the result.
- Data migrations I plan and oversee. Your internal IT or MSP executes them.
Pull up a chair.
Let's talk through where things stand, and where they could go.