Operations & Process

Operations help when you can’t
justify a full-time hire.

Diagnose the bottleneck. Document the work. Replace the duct tape with systems that don’t fall apart when someone goes on vacation. Most of what I do isn’t software — it’s untangling what’s already there.

Sound Familiar?

The operations problems I solve

“I’m running ops, sales, and the back office myself” “Our process lives in people’s heads” “Our reports take all weekend and nobody trusts them” “We’re stuck in copy/paste between tools” “We’re paying for software we barely use” “What would actually break if I went on vacation?”

What I Do

Diagnostic-first operations work for small businesses. AI is one tool in the kit, not the offer.

Process Diagnosis & Redesign

Most operations problems aren’t tool problems. I sit with the actual data — tickets, lost-deal notes, funnel reports — before recommending a fix. The right system falls out of the diagnosis.

Documentation & Runbooks

Write the stuff down. Every system I own has a deployment guide, a backfill guide, and a “what to do when it breaks” guide. The job isn’t to be the only one who knows how it works.

Spreadsheets → Real Systems

When “the workbook someone updates by hand” becomes the bottleneck. I replace fragile spreadsheet workflows with code that runs on a schedule and doesn’t need a person in the loop.

Buy-vs-Build Advice

Honest read on whether to pay $30K/year for a vendor tool or build the smaller thing that actually fits. I’ve done both. I’ll tell you which one belongs on your project.

Internal Tools & Custom Apps

When the off-the-shelf options don’t fit, I build the thing that does — small web apps, dashboards, automation scripts. Source-controlled, documented, easy to hand off.

Vendor & Tech-Stack Review

Audit what you’re paying for and what you’re actually using. Most small businesses are paying for software they barely use — and doing by hand the things that should be automated.

Every Project Includes

Diagnostic First

A few hours with your real data before I propose anything. The right fix falls out of the diagnosis.

Documentation

Deployment guides, runbooks, and “what to do when it breaks” docs. Your team owns the system.

Hands-On Training

Live walkthroughs and recorded sessions so your team isn’t dependent on one person’s memory.

What I've Built

Production operations systems running today. Not slide decks.

Custom Build

Project Management Platform

Built a full-stack web app to track projects, dependencies, and timelines when off-the-shelf options didn’t fit. Drag-and-drop UI, PDF/Excel ingestion, single source of truth across an executive team.

OutcomeReplaced 3 separate tools
StackNext.js, Prisma, Postgres
Spreadsheet → System

AR & Collections Automation

Replaced a manual workbook that someone updated by hand. Daily job pulls payment terms from Salesforce, authenticates to Microsoft Graph, and drops a clean CSV on SharePoint. No human is the integration anymore.

OutcomeManual workbook eliminated
StackPython, Salesforce, MS Graph
Reporting

Customer Health “Who to Call”

Monthly HTML report flags low-balance customers, sorts by velocity, and gives the sales team a one-click outreach list. Drives reorder cadence and surfaces churn risk before it materializes.

OutcomeMonthly call-list cadence
StackPython, Salesforce, HTML
Process Redesign

Onboarding: 8 months → 4 weeks

Earlier in my career at a national publisher. Rebuilt the new-hire ramp by writing the program, standardizing the playbook, and replacing tribal-knowledge handoffs with documented systems. Compressed ramp time from eight months to four weeks.

Outcome8× faster ramp
ApproachDocumentation + standardization

The pattern repeats: diagnose the actual problem, build or buy the smallest thing that fixes it, document so nobody depends on me.

Pricing & Packages

These reflect typical scope. Smaller business, smaller budget, or different needs? We sort that out on the call — nothing’s locked in before we’ve talked.

Process Audit

$3,500
Delivered in ~2 weeks

Productized diagnostic. About 15–25 hours of my time across two calendar weeks. I sit with your data, then hand you a prioritized roadmap of what to fix first and a 60-min findings call.

  • Workflow & process mapping
  • Tech-stack & vendor audit
  • Manual-work inventory
  • Buy-vs-build recommendations
  • Quick-win identification
  • Prioritized roadmap
  • 60-minute findings presentation

Custom Build

Starting at $7,500
2–6 weeks

Scoped after the audit. Build the right thing — a process, a script, a small app, an integration — and document it so your team owns it.

  • Fixed-scope, fixed-price
  • Process redesign & documentation
  • Spreadsheet → system migration
  • Custom scripts or web apps
  • Integration & automation
  • Team training & handoff
  • Post-launch support (2 weeks)

Fractional Partner

From $2,500/month
Monthly retainer

Ongoing operations leadership for businesses that need an executive in the seat without the salary. Typically 5–10 hours per month. Cancel anytime.

  • Strategic operations advisor
  • Monthly review & prioritization
  • Ongoing process improvements
  • Vendor & contract review
  • Cross-functional project leadership
  • Documentation kept current
  • Priority access for fires

How We’ll Work Together

01

Diagnose

Free 30-min call plus a few hours with your real data. The right fix falls out of the diagnosis.

02

Propose

Fixed-scope, fixed-price proposal within 48 hours. No surprises, no scope creep.

03

Build / Buy / Untangle

Whichever is right. Sometimes the answer is software; sometimes it’s a process rewrite or a different vendor.

04

Document & Train

Runbooks, walkthroughs, and a clean handoff so your team owns the result.

Frequently Asked Questions

What kinds of businesses do you work with?

Primarily small businesses with 30 or fewer employees, usually owner-operated. The owner is the one drowning in operations work — that’s exactly the gap I fill.

Do I need to know what’s broken before we start?

No. Most owners know something feels off but can’t name it. The Process Audit exists for exactly that case. Bring the symptoms; I’ll find the root cause.

How is this different from a generic “consultant”?

I write the code and ship the systems myself when that’s the right call. Most consultants hand you a slide deck and walk away. I leave behind documented, working software your team can actually run.

What if the answer turns out to be “use a different tool”?

Then I tell you that. I’ll save you a lot more money recommending a $50/month vendor than charging you to build something you didn’t need.

Do you handle ongoing day-to-day IT?

Not as managed daily support — it isn’t cost-effective at this size. I take on one-off hardware, infrastructure, or IT projects when they’re part of a bigger operations engagement.

Ready to figure out what’s actually broken?

Free 30-minute call. No pitch. Just a quick read on what’s not working and a clear plan for what to do next.