What I do
Four ways I make your business run smoother.
Microsoft 365 & SharePoint
Get your money’s worth from Microsoft.
Most businesses use a sliver of the Microsoft 365 they pay for. I turn it into an organized, secure home for your files, teams and everyday workflows.
- Files people can actually find
- Teams that don’t turn into chaos
- Access that’s right — and revoked when it should be
- Power Automate handling the repetitive stuff
Business Process Improvement
Find the friction. Kill it.
I map how work really moves — not how the org chart says it does — then strip out the double entry, dropped handoffs and guesswork.
- Process maps and SOPs your team will use
- Handoffs that don’t drop the ball
- Checklists, approvals and audit trails
- Rollouts people actually adopt
AI & Intelligent Automation
AI that clocks in.
Not chatbots. Practical AI that reads the documents, drafts the follow-ups and turns meetings into action items — inside the tools you already use.
- Invoice and form data extraction
- Meeting notes → tasks → follow-ups
- Custom assistants that know your playbook
- An AI plan that separates hype from payoff
Structured Data Platforms
One version of the truth.
Your numbers live in five systems and one heroic spreadsheet. I connect them into dashboards your team trusts — and that update themselves.
- monday.com setup and rollout
- Power BI dashboards
- Job costing and cost-to-complete
- Spreadsheets promoted to real databases
Also in the toolbox
And everything in between.
Real business problems don’t stay inside neat service categories. If it involves software, data, or a process held together with tape, I can probably help — and with AI in my corner, I move fast.
- AI receptionistAnswers, qualifies and books while you’re on a job site.
- Quote follow-up on autopilotNo estimate goes cold because someone forgot to call back.
- CRM & pipeline setupEvery lead tracked, every next step visible.
- Copilot & AI readinessClean data, sane permissions, and a rollout that pays for itself.
- Security basics, done rightMFA, phishing defense, shared password vaults, clean offboarding.
- Software & license auditStop paying for seats and subscriptions nobody uses.
- Platform selectionSide-by-side, costed options before you sign a contract.
- Mobile forms & field captureInspections, photos and sign-offs that land in the right place.
- Custom lightweight appsFor when the spreadsheet has outgrown itself but an ERP is overkill.
- Audit-ready documentsVersion control, retention and records an auditor will actually like.
- Intranet & internal commsA homepage people use, self-serve booking, a how-to library.
- Fractional systems leadSenior systems thinking on call — no full-time hire required.
Let’s connect the dots.
Tell me what’s slowing you down. Thirty minutes, no pitch deck — just a straight answer on what I’d fix first.