Advisory
I work with executives and organizations where business strategy, enterprise architecture, governance, and delivery must come together—whether as an executive, a fractional CTO, or an advisory partner. Advice and execution are not separated: I help make the decision and help carry it through to working systems.
Technology roadmaps, investment priorities, vendor strategy, and initiative prioritization—evaluated against business value, risk, and adoption. Representative outcome: technology decisions executives can explain and defend.
ERP, CRM, data, and custom-platform architecture with reusable API, data, and control patterns. Representative outcome: a governed quote-to-cash lifecycle saving 20–40+ hours per revenue close.
Diagnosing and resetting troubled programs: decision rights, planning, executive communication, and delivery discipline. Representative outcome: an at-risk ERP migration delivered in ~10 months.
Governance-first AI: explainability, evidence, human oversight, model routing, and controlled use of commercial, open-source, and internally hosted models. See my governance architecture.
Ongoing executive technology leadership for organizations that need senior judgment without a full-time hire—strategy, architecture, hiring, vendor management, and delivery oversight.
Salesforce, Oracle ERP, Microsoft Dynamics GP and 365, NetSuite, RevPro, and revenue-recognition architecture across the full lifecycle.
Healthcare interoperability, quality measurement, revenue cycle, and regulated-data platforms informed by Teladoc Health and Apervita experience.
Building teams that surface issues early, develop future leaders, and sustain change after the engagement ends.
Executive role · Fractional executive · Advisory engagement · Architecture review · Transformation assessment · Program recovery · Platform strategy · Governance design · AI readiness and operating model · Ongoing consulting partnership.