Services — Technology
Tech Consulting
Practical AI and automation for SMBs. Kill the swivel-chair work, connect your systems, and adopt technology that earns its keep.
Everybody’s selling AI right now. Most of it is noise — chatbots nobody asked for, “AI-powered” features that do what a spreadsheet did in 2019, and consultants billing you to learn on your dime.
Here’s my rule, and it’s non-negotiable: if the technology doesn’t pay for itself in time saved or money made, we don’t do it. No science projects. No buying software because the demo was pretty. We find the manual, repetitive, soul-crushing work eating your team’s week — the retyping, the copy-paste between systems, the reports built by hand every Monday — and we automate it out of existence.
I come at this as an ERP guy, which matters. I don’t see AI as a toy; I see it as a layer on top of systems that already hold your business data. Automation without a system of record is just faster chaos. We get the foundation right, then we make it smart.
Does this sound familiar?
Your people are the middleware. Somebody retypes web orders into the ERP. Somebody exports CSVs, emails them around, and hand-builds the report every Monday. Your most expensive employees spend their days doing work a script could do before coffee. I map the swivel-chair workflows, rank them by ROI, and automate the repetitive parts — your team does the thinking, the machines do the typing.
Your systems don’t talk to each other. The ERP, the CRM, the ecommerce platform, the warehouse — four systems, four versions of the truth, and a monthly reconciliation ritual nobody enjoys. I design the integration picture: what connects to what, through which middleware, with what data as the source of truth. Plumbing you stop thinking about, instead of chaos you manage by hand.
You got burned by AI hype. A chatbot nobody uses. An “AI-powered” feature that does what a spreadsheet did in 2019. A consultant who billed you to learn on your dime. I get it — and my rule is the antidote: if the technology doesn’t pay for itself in time saved or money made, we don’t do it. I’ll also tell you when “AI” is the wrong answer and a simple workflow rule would do. That honesty is the whole service.
Tech decisions get made by whoever shouts loudest. No CTO, no strategy — just vendors with great demos and a graveyard of shelfware subscriptions. I’m the strategy layer you don’t have to hire full-time: what to buy, what to build, what to skip, and in what order — vendor-neutral, budget-honest, and sequenced so each step pays for the next one.
You know automation could help but don’t know where to start. Everything feels manual, everything feels urgent, and every vendor claims their tool is the answer. That’s what the automation audit is for: we find the manual work costing you the most hours, rank it by payback, and start with the quick wins that pay back in weeks. Clarity first, then action — in that order.
What I do
Process automation. We map the workflows that eat hours — order entry, invoicing, approvals, reporting, data sync between systems — and automate the repetitive parts. The goal isn’t to replace your people; it’s to stop wasting them on work a script could do. Your team does the thinking; the machines do the typing.
Practical AI. Document processing, intelligent data extraction, drafting and summarization, customer-facing assistants that actually help — applied where the ROI is obvious, skipped where it isn’t. I’ll tell you when “AI” is the wrong answer and a simple workflow rule would do. That honesty is the whole service.
Systems integration. Your ERP, your CRM, your ecommerce, your warehouse — they should talk to each other instead of making your people the middleware. I design the integration picture: what connects to what, through which middleware, with what data as the source of truth. (The ERP-side deep dive is on the ERP page.)
Technology strategy. For companies without a CTO: what to buy, what to build, what to skip, and in what order. Vendor-neutral, budget-honest, and sequenced so each step pays for the next one.
What’s included
- Automation audit: the manual work costing you the most hours, ranked by ROI
- Integration map: your systems, your data flows, and where they break
- Practical AI assessment: where AI earns its keep in your business — and where it doesn’t
- Build-or-buy guidance on every recommendation, with honest cost ranges
- Implementation of the quick wins — automations that pay back in weeks
- Roadmap for the bigger moves, sequenced so each step funds the next
Who it’s for
SMBs drowning in manual work but allergic to hype. You know technology could help; you’re just tired of vendors promising the moon and delivering a login screen. You want someone who’ll say “you don’t need AI for that, you need a better process” — and someone who can build the thing when the answer is yes.
FAQ
Do we need an ERP before doing AI or automation?
Not always — there are plenty of quick wins in any business. But the biggest automation payoffs come when there’s a system of record underneath: clean data, defined processes, one source of truth. If you’re running on spreadsheets, we’ll talk about whether an ERP comes first. Automating chaos just gives you faster chaos.
Will AI replace my employees?
The honest answer: it replaces tasks, not people — and the companies that do this well redeploy their people onto higher-value work instead of cutting heads. I automate the work nobody wants to do. Your team’s judgment, relationships, and creativity aren’t automatable, and I don’t pretend otherwise.
How do you price this work?
The audit and roadmap are a fixed-scope engagement — you’ll know the cost before we start. Implementation is scoped per project after the audit, so you’re never buying a black box. If the ROI isn’t there, I’ll tell you not to do the project. That’s happened, and those clients call me back.
Can you work with our existing IT person or MSP?
Absolutely — and I prefer it. I’m the strategy and architecture layer; your IT handles the day-to-day. No turf wars. The goal is a plan your team can actually run, not a dependency on me forever.
What’s the first thing you’d automate in a typical SMB?
Whatever eats the most hours for the least thought — usually it’s one of three: retyping data between systems (order entry, invoicing), hand-built recurring reports, or approval chains that live in email threads. The automation audit finds your specific version in the first pass. But the pattern is almost always the same: the work nobody wants to do, that everybody does wrong once a month, that a well-built workflow handles in seconds.
Your team’s week is leaking hours. Let’s find them.
Thirty minutes. I’ll spot your three biggest automation wins on the call.
Book a free consult