Selected Engagements

Our Work

Real engagements. Measurable outcomes. A sample of what it looks like when technology is matched to the actual needs of your business.

Regional Retail Chain

Retail Operations Modernization

SaaS IntegrationProcess Automation

A four-location retail business was running its POS, inventory, and e-commerce on separate systems with no real-time sync — costing over ten hours of manual reconciliation each week. We designed and implemented a unified stack connecting their storefront, point-of-sale, and supply chain tools into a single source of truth. The owner gained live visibility across all locations, reduced weekly reconciliation to under 30 minutes, and eliminated a recurring inventory discrepancy that had been eroding margin for years.

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Independent Medical Practice

Administrative Workflow Automation

AI ImplementationOperations Strategy

A solo family medicine practice found that nearly 40% of staff time was consumed by intake paperwork, scheduling conflicts, and prior-authorization follow-ups. We deployed a targeted AI-assisted workflow covering pre-visit documentation and appointment optimization, cutting administrative processing time in half. The practice opened two additional patient slots per day without adding staff.

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Boutique Professional Services Firm

Technology Infrastructure Overhaul

Fractional CTOTechnology StrategySaaS Integration

A 12-person consulting firm had outgrown its ad hoc technology setup — using a patchwork of disconnected tools for CRM, project management, billing, and document storage. Leadership knew they needed to modernize but had no internal expertise to evaluate vendors or manage the transition without disrupting client work. Engaging as fractional CTO over six months, we led the full lifecycle: requirements gathering, vendor evaluation and contract negotiation, phased implementation, and staff training. The migration was completed on schedule and under budget, and the firm now operates on infrastructure designed to support 3× headcount growth.

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Projects shown are representative engagements. Client details anonymized by agreement.