My systems don’t talk to each other.

What it looks like

• The same numbers get typed into two systems.
• Someone rebuilds the same report by hand every week.
• Decisions made in text and email never make it into the system of record.
• Answering “how did we do this week?” is a project.
• You bought new software, and the team still works the old way.
• You know AI could help. You don’t know where to start.

At one business, job costing took about fifteen hours a week, across four people, to rebuild by hand.

Longhand first.

You need to understand how to do it longhand before you can take a shortcut (use AI).

I ran my first change management project about fifteen years before I knew the term existed. I started as a scheduler, picked up certifications, and ended up managing inspection teams across five Texas markets. Every city ran its own way, with its own systems and its own reporting. What worked wasn’t a mandate. It was being honest about the goal and inviting the people affected to help build the fix.

At my prior company, CRM, projects, process, invoicing and client communication each lived in a different spot, and the gaps between them were where things got lost. I never set out to build an ERP. When I co-founded my next company, I just needed one place where the work actually lived, so I built it myself out of necessity, one connection at a time.

Along the way I learned the efficiencies, then simple automations and integrations to tie it all together.

Now I use automation, AI and LLM tools to go even further.

The tech is the easy part to learn. The full picture of how a business operates takes years of experience.

Every one of these tools is doing the same thing. Capturing data, moving it, and showing it to the right person at the right time. Different logos, same job.

What I do

1. Map the tools and the handoffs between them: where data gets retyped, exported or lost.
2. Decide what each number is for. Every number should inform a decision, and reach the person who makes it in time to act.
3. Connect what you already have. Most of the time the data exists. It just lives in two places.
4. Put it on one screen your team can see.
5. Add AI and LLM tools where they take real work off the team, connected to your own data, with someone owning the output.

Starting new software?

If you’ve picked a new project or operations system, or you’re ready to, I help you choose it, set it up around how your work actually runs, and get the team using it.

This is often a fixed-scope project. If you already know what you want connected or installed, we don’t need a diagnostic first.

Questions owners ask