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When you need clarity
Expert Sessions
Get unstuck on an important decision or problem.
- Clarify what matters
- Talk through your options
- Leave with a clear next step
Fix the gaps between people, process, and technology.
I help leaders at small and midsize companies improve broken processes, evaluate technology and AI, and design learning that helps teams work better.
Expert sessions · Short projects · Team workshops
How I can help
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When you need a result
Short Projects
Get clear findings and practical recommendations for an operations or technology problem.
- Understand the root cause
- Receive prioritized recommendations
- Plan your team's next steps
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When your team needs new skills
Team Workshops
Help your group use AI with confidence and sound judgment.
- Find useful ways to use AI
- Check results and sources
- Protect sensitive information
Also available: Ongoing Advisory for continued guidance.
Experience
Different organizations. Better ways of working.
Deloitte
When the pandemic eliminated in-person client events overnight, I helped pivot a 40-person operation to virtual delivery while preserving access to the continuing professional education attendees needed to maintain their CPA licenses.
- 2,000 virtual programs delivered
- 361K attendees served
- Continuing professional education preserved
Meta
Evaluated a fragmented global meetings and events environment spanning teams, processes, data, vendors, and more than 40 technology tools.
- Up to $44M in annual return identified
- 411K hours of capacity savings identified
- $400M global portfolio evaluated
ARE Animal Rescue
Partner
Built a repeatable volunteer model for ARE Animal Rescue’s catteries inside PetSmart stores, connecting recruitment, training, communication, and daily care.
- Every shift filled within one month
- Expanded from 1 to 9 locations
- $100K secured
What are you trying to move forward?
Tell me what you need. I’ll suggest the next step.