Services

With me, you will never get a copy-and-paste solution.

I craft solutions with my services that are specific to your needs and objectives.

Systems & Strategy Advising

I work with business owners and leadership teams to design technology strategies that actually support operations—not just sound good on paper. Whether you need clarity on tools, structure for reporting, or a plan to clean up sprawl, this is about tech that fits.

Focus areas:

  • Flexible Tech Strategies that evolve with your business, guiding your investments so your tools scale alongside your goals.

  • Decision-Ready System Design that gives you the visibility you need to lead confidently—through dashboards, reporting models, and well-aligned tools.

  • Connected Architecture Planning that ensures your platforms—SharePoint, Excel, CRM, cloud—work together, not against each other.

  • Operational Clarity Through Tech that turns scattered, ad hoc systems into structured, manageable ecosystems that reduce friction and enable speed.

Data & Information Consulting

This is where structure meets execution. Whether you’re dealing with scattered spreadsheets, folder sprawl, conflicting versions, or unreliable KPIs, I help bring order to the systems that power your business. My consulting work is hands-on and results-driven, focused on building clean foundations that scale.

Clients engage me to deliver:

  • Reliable Data Transformation that turns messy spreadsheets and multi-source chaos into clean, usable, analysis-ready data.

  • Clear Information Architecture that organizes files, content, and documentation so your team can find what they need—fast.

  • Governance & Standards that reduce noise and duplication through simple, usable naming, access, and versioning policies.

  • Reporting System Setup that ensures your data sources are well-structured and feeding accurate, trusted insights to dashboards and decision-makers.

  • Cross-System Alignment that connects SharePoint, Excel, cloud drives, and reporting tools into a streamlined operational backbone.

Technology Coaching

Technology only works when your people use it well. This service focuses on upskilling your team to get the most from the platforms they already use every day—without adding complexity or creating new bottlenecks. It’s not about new software. It’s about using the right tools better.

Coaching engagements often focus on:

  • Effective Use of Existing Platforms like Excel, SharePoint, Teams, OneDrive, and CRMs—targeted to your team’s real workflows.

  • Workflow-Centered Training that focuses on practical needs and tasks, not generic tool overviews.

  • Simple Automations & Workarounds that solve recurring problems and save time without waiting on IT.

  • Customized Tutorials & SOPs that are built around your business, not off-the-shelf documentation.

  • Building Tech Confidence so your team can adapt tools independently, troubleshoot confidently, and reduce dependence on IT.

Are my services the right fit for your needs?

If you have any questions or are unsure of what you need, just reach out.

I offer free consultations to give you a chance to get to know me and clarify your goals and objectives.