The window to lead is open.
It won't stay that way.
Your best people are doing work a machine should handle — data entry, report generation, inbox triage. Every hour reclaimed is an hour back on work that actually matters.
PE-backed vendors raise prices every renewal. Your stack costs 3x what it did three years ago. Automation eliminates entire tool categories and reduces headcount dependency.
Faster proposals, shorter sales cycles, new service tiers — without adding headcount. Your competitors are already moving. The window to lead is now.
Real workflows.
Measurable results.
Automated Weekly Payment Report
every week
automated report
A finance team spent time each week manually building a payment tracking report — combining client payments, highlighting new activity, flagging refunds, and resetting at month end. A custom automation now generates the full formatted report in seconds: cumulative month-to-date totals, green highlighting for new payments, and a dated tab added automatically on each run. Packaged as a one-click installer that non-technical staff can deploy themselves.
weekly formatting
Support Ticket Intelligence & Prevention
unread tickets
prevention tool
A company with years of accumulated support tickets had no visibility into why the same failures kept repeating. Automated analysis scraped and classified thousands of tickets, surfacing the top 10 fault causes, top 10 resolutions, and median fix times by category — revealing that 63% of tickets were high-priority, hardware replacement took 8+ days to resolve, and nearly 300 tickets per year could have been closed with a simple reboot. The findings were translated into a proactive prevention tool and actionable playbook that reduces ticket volume before issues occur.
opportunity identified
PDF Document Processing
manual review
automation
A law firm needed to extract and classify information from thousands of pages of documents. What previously required weeks of paralegal time was condensed into hours, with higher accuracy and a full audit trail.
processing
Sales Collateral Automation
formatting
on demand
Sales reps were spending hours each week customizing proposals, decks, and one-pagers for different accounts. Automated generation now produces tailored collateral instantly, letting the team spend time selling instead of formatting.
rep per week
Candidate Screening Automation
review
shortlist
A systems integrator with high hiring volume was bottlenecked on initial screening. Automated workflows now score and filter candidates against role criteria, surfacing a structured shortlist and cutting time-to-shortlist dramatically.
screening time
AI-Assisted Patent Application
no filing docs
application + drawings
A founder with a novel AI-powered invention needed to file a patent but faced the daunting complexity of prior art research, claim drafting, and technical figure creation. Using AI tools, we researched comparable patents across the USPTO database, identified the strongest areas of novelty, drafted 20 claims covering system, method, and computer-readable medium, and generated all 9 required technical drawing sheets — producing a filing-ready application in a fraction of the time and cost of traditional patent counsel.
with full drawing set
AI-Generated Go-to-Market Deck
existing slides
ready to present
An edtech startup had a strong product but struggled to articulate its value in a way that would resonate with school administrators and teachers. Starting from a rough brief and an existing slide deck, AI tools were used to craft a compelling two-sided narrative, restructure the deck around that story, and produce a fully designed, on-brand presentation — with multiple rounds of copy, color, and layout refinement — ready for live demos in front of K-12 decision makers.
demo-ready deck
Slash Agency Costs with AI-Generated First Drafts
weeks of waiting
same day
Marketing teams regularly commission agencies to produce branded collateral — a slow, expensive cycle of briefs, revisions, and approvals that repeats with every new product launch or campaign. A structured automation workflow now generates a detailed first draft in minutes — typically 80% of the way there, giving the agency a strong foundation to refine rather than build from scratch.
hours at first draft stage
RFP & Proposal Response
manual drafting
first draft
Responding to RFPs consumed entire days of senior staff time. An automation-assisted drafting workflow now produces a solid first draft from source materials within minutes — leaving the team to refine rather than start from scratch.
turnaround
From Concept to Coded GUI in Under 2 Months
5 man-years to build
in under 2 years
Market research, competitive analysis, feature mapping, PRD authoring, and full GUI mockup — compressed into weeks using AI tools and vibe coding. The resulting dashboard was detailed enough that the development team said it would save them 70% of the time they'd normally spend interpreting PRD features into actual visualizations.
"What used to take a team of engineers years to spec and build, a single person with the right prompts produced in weeks. Equal parts terrifying and exhilarating — and it permanently changed how I think about what's possible."
on PRD-to-GUI translation
401(k) Employer Match Calculator
+ actuary wait
cost projections
Takes a standard employee census file and instantly calculates employer match costs, runs compliance checks, and surfaces rich visualizations of plan participation, contribution breakdowns by age band, gender pay gaps, and catch-up eligibility.
"This analysis used to take days and usually required an actuary. Now it's instant, and anyone on the team can run it. We've never seen anything like it."
for an actuary
This space is reserved.
Possibly for you.
Got a workflow eating your team's time? Let's fix it — and put it right here.
Claim this spot →Start small. See results fast.
No black boxes.
Every engagement follows the same low-risk structure — high clarity up front, real deliverables at every stage, no long retainers before you've seen what's possible.
See what's possible.
Then go do it.
AI for Leaders
A focused session for C-suite and senior leadership. No jargon, no hype — just a clear-eyed look at what AI can realistically do for your organization right now, where the ROI is, and how to avoid the most common mistakes companies make when they start. Designed for decision-makers who need to lead AI adoption, not just approve it.
- What AI can and can't do — honestly
- Where to start for fastest ROI
- How to evaluate vendors and tools
- Building a culture of adoption
AI for Everyone
A half-day, hands-on workshop built for non-developers. No coding, no technical background required — just your team and the tools they already use every day. Participants explore what automation can do for their specific role, work through real examples from their own industry, and leave with practical skills they can apply the next morning.
- Live demos using real industry examples
- Hands-on exercises with actual tools
- Identifying your top automation opportunities
- Prompt engineering fundamentals
1-on-1 AI Acceleration
For individuals or small groups who want to move fast. We work through your specific workflows, tools, and goals in focused sessions — building real automation together, not just talking about it. Popular with founders, senior managers, and anyone who learns best by doing rather than watching.
- Built around your specific workflows
- Start building in session one
- Flexible pace and schedule
- Ongoing support between sessions
Enterprise experience.
Startup speed.
No overhead.
I spent 30 years at Intel leading product marketing, sales, and business development — including running AI partnership programs that drove adoption across dozens of enterprises. I've sat in the room with the people building the technology and the people trying to use it, and I've learned that the gap between the two is where most projects fail.
Today I work directly with companies as an individual consultant. That means you get senior attention on every project, not a junior team handed the work after the pitch. I move fast, I work independently, and I build things that last after I leave.
I'm also a Venture Partner at the Oregon Venture Fund, a guest lecturer at Stanford, and a mentor at the Founders Institute — which means I stay close to what's genuinely working in AI right now, not just in theory.
Seasoned product and technology leader with 30+ years at Intel. Led AI partnership programs, drove foundational Wi-Fi innovation, and now helps companies turn automation from a buzzword into a business advantage.
Automation challenges look different in every industry. Here's where I've done the work.
Ready to see what you could automate?
Start with a free 30-minute conversation. Tell me the three tasks your team spends the most time on — and I'll tell you honestly which ones are worth automating and which aren't.