A working log of engagements — anonymized where it has to be, named where the client lets me name them. Read it like a small magazine instead of a portfolio. Each note is short, written by me, and reads in about five minutes.
Two locations of a national education franchise running on a vertical SaaS with no real reporting layer. Enrollment trends, instructor utilization, per-event margin — all locked inside someone else’s database. Two weeks, fixed fee, Saturday-morning visibility.
A multi-property hospitality operator with three brands of property-management software, two PMS vendors, and one bookkeeper losing sleep. A unified P&L by property, by week, by line item — read off a single Saturday-morning dashboard.
A mid-market food brand selling into Walmart and Sam’s, trying to keep retail-link, EDI, and forecast workbooks in sync across three people. We mapped where AI actually saves hours — and, just as importantly, where it doesn’t.
A two-week readiness assessment for a $120M family-owned services business. We audited the workflows, talked to the people who actually do them, and wrote a fifteen-page memo telling them what to start with — and what to leave alone for another twelve months.