AI Strategy & Roadmapping
Bets you can fund and sequence with confidence.
Executive narratives tied to P&L and operational metrics — not heat maps. I help leadership agree what "AI success" means in your business, which use cases are real in the next 90 days, and which require foundation work first.
What hands-on looks like
- Use-case inventory with effort vs. impact scoring
- Sequencing plan aligned to close, revenue, or cost goals
- Stakeholder map so IT, finance, and ops aren't talking past each other
Systems & Platform Architecture
A stack that matches how work actually happens.
ERP, CRM, billing, and middleware assessed as one system — because that's where data breaks. Configuration, integration patterns, and ownership models that survive employee turnover.
What hands-on looks like
- Source-of-truth map across finance and operations
- Integration hardening and failure-mode review
- Technical debt triage with business owners
Workflow Automation
Less copying, fewer handoffs, measurable hours back.
Process mining in the practical sense: where spreadsheets, email, and tribal knowledge absorb capacity. Automation and orchestration only after the workflow is honest.
What hands-on looks like
- Workflow documentation that matches floor reality
- Build vs. buy for RPA, iPaaS, and native ERP automation
- Monitoring so automations don't become silent liabilities
Vendor Evaluation & Procurement Support
Demos that answer your questions, not the vendor's.
Structured requirements, scripted demos, and pilot scopes — especially for AI features that are easy to overbuy. I translate vendor claims into acceptance criteria you can test.
What hands-on looks like
- RFP-weighting and scoring rubrics
- Pilot design with clear kill criteria
- Contract checklist for data handling and SLAs
Data Architecture & Quality
Numbers leadership argues about less.
Lineage, governance, and quality gates that make reporting and AI defensible. Fixing the boring stuff — identifiers, mappings, timing — before the flashy dashboards.
What hands-on looks like
- Entity and attribute inventory for key domains
- Reconciliation playbooks between systems of record
- Data-quality SLIs your team can run monthly
Financial AI & Reporting
Close faster with fewer manual reconciliations.
Month-end, management reporting, and operational finance use cases where AI can summarize, flag, or route — anchored in GL and subledger discipline.
What hands-on looks like
- Close diagnostics and reporting stack review
- Copilot-style workflows with audit boundaries
- KPI definitions that don't change every quarter
AI & Automation Implementation
Production workflows, not sandboxes.
Shipping prompts, tools, retrieval, and guardrails against live systems — with logging, rollback, and ownership. I stay until operators can run it without a consultant on slack.
What hands-on looks like
- MVP cuts scoped to one measurable metric
- Evaluation harness for model and tool changes
- Runbooks and training for tier-1 support
Security, Compliance & Leadership Enablement
Controls your counsel and customers can understand.
Lightweight governance for SMBs: access, PII, model use policies, and third-party risk — without boiling the ocean. Coaching for executives who need to ask better questions of vendors and internal teams.
What hands-on looks like
- AI use policy templates sized for SMB legal review
- Vendor DPA and data-flow summaries
- Executive office hours and workshop formats