Get your data AI-ready
- Inventory of data sources and quality
- Consolidation into one governed store
- Access, privacy, and retention basics
Services
Senior data and AI leadership, sized for your business.
Strategy and judgment on retainer, hands-on execution when something needs to be built. Every engagement starts from the decisions you’re trying to make, not the technology.
Engagement model
How we work together
Diagnostic
A short, fixed-fee review of your spreadsheets, software, reports, and recurring manual work. You get a written assessment and a ranked list of opportunities, including where AI fits and where it doesn’t yet.
Advisory retainer
Ongoing access to senior judgment: defining KPIs, reviewing dashboards and models, choosing tools and vendors, and prioritizing what to build next. Monthly, cancel anytime.
Scoped projects
When you need something built, such as a pipeline, a dashboard, a forecasting model, or an AI workflow, we scope it separately at a fixed price. That keeps the retainer for strategy and avoids open-ended scope creep.
The AI on-ramp
AI that earns its keep
I use AI tools every day, to build models, analyze AI agents, and ship internal tools faster. I bring the same practical approach to your business: start with clean data and a measurable problem, keep a human in the loop where the stakes are high, and only scale what pays off.
Readiness
Use cases
Automate the busywork
- Report generation and summaries
- Email, ticket, and lead triage
- Extracting data from documents
- Q&A assistants over your own data
Adoption
Make it stick
- Tool and vendor selection
- Guardrails and human review
- Team training and playbooks
- Measuring time and cost saved
Capabilities
The data foundation
AI is only as good as the data underneath it. These are the core data capabilities I’ve built and led inside companies from startups to Goldman Sachs.
01
Analytics & decision support
- KPI definition and metric trees
- One source of truth for reporting
- Executive dashboard design
- Profitability by customer, job, or channel
- Marketing ROI and acquisition cost
02
Data science & modeling
- Revenue, demand, and cash-flow forecasts
- Churn and retention modeling
- Customer lifetime value and segmentation
- Pricing and estimation models
- Experiment design and measurement
03
Data engineering & automation
- Automated pipelines and API syncs
- Warehouse setup (SQL, dbt, Databricks, BigQuery)
- Data quality monitoring and alerts
- Retiring copy-paste spreadsheet routines
Who it’s for
Built for small and medium businesses
Companies that have outgrown spreadsheets but can’t justify the $200k+ cost of a full-time senior data hire, or don’t yet know what that hire should do.
| Industry | Typical first project |
|---|---|
| Professional services | Utilization, billing efficiency, and margin by client |
| Medical & dental practices | Scheduling, no-show, and payer mix reporting |
| Trades & home services | Job profitability and lead-to-close tracking |
| E-commerce & retail | Demand forecasting and customer retention |
| Lending & financial services | Risk, collections, and acquisition analytics |
For professional services clients, I work with operational and financial data such as billing, margin, and marketing ROI, never privileged client matter content.
Start with a conversation.
Tell me what decision you’re stuck on or what work you wish ran itself. I’ll tell you honestly whether I can help.