Services
Digital Transformation Strategy & Roadmap
Transform business aspirations into achievable technology plans with clear strategic direction and practical implementation steps.
What you'll receive:
Comprehensive assessment of your current digital maturity and strategic business objectives
Clear digital transformation strategy with prioritized technology investment roadmap and ROI expectations
Detailed implementation plan with technology stack recommendations and integration strategies
Resource planning, budgetary guidance, and change management strategies
The Result:
A complete path from where you are today to where you want to be tomorrow—with the strategic clarity and tactical steps to get there.
What you'll receive:
Diagnostic Troubleshooting ("Shake the Tree")
When projects stall or underperform, I help identify root causes and develop practical recovery plans. This service is particularly valuable for private equity portfolio companies requiring rapid assessment and actionable recommendations.
What you'll receive:
Rapid, unbiased evaluation of struggling projects or initiatives
Identification of systemic vs. technical issues impacting performance
Prioritized recommendations for immediate improvement
Clear parameters for additional specialized support if needed
AI Use Case Development and Validation
Identify practical, high-value applications of AI for your business while avoiding costly missteps and over-investment.
What you'll receive:
Assessment of AI readiness and opportunity areas
Validation of potential use cases against business goals
Practical implementation approaches with technology recommendations
ROI assessment framework for prioritizing AI initiatives
Customer Engagement and Loyalty Solutions
Create meaningful digital customer experiences that drive retention and growth.
What you'll receive:
Assessment of current customer engagement strategies and technologies
Recommendations for loyalty program structure and technology
Customer data management and privacy compliance strategies
Implementation guidance for mobile and omnichannel experiences
CFO Intelligent Decision Support
Transform your financial decision-making with structured insights and optimized processes that drive business performance.
What you'll receive:
Comprehensive assessment of your financial decision processes and implementation of data governance frameworks
Streamlined system workflows that eliminate redundancies and integrate your existing finance platforms
Tailored analytics and intuitive visualization dashboards that transform raw data into actionable insights
Implementation support from someone who combines technological expertise with real entrepreneurial experience
Schedule a Free 30-Minute Consultation
Let's discuss your challenges and explore how my experience can help your organization navigate its digital journey.