Redesign the workflow with efficiency that scales
I build AI powered workflows for small and mid sized businesses. The goal is simple: cut the manual work, speed up the process, and let your team focus on customers.
Who I work with
Small and mid sized businesses running on manual process. You have a team of five to fifty people. Someone is copying data between systems every morning. Someone else is rebuilding the same report every Friday. The business works, but it works because people are absorbing the friction.
That includes a lot of financial services firms. Registered Investment Advisors (RIA), insurance agencies, plan administrators, lending shops. Same size, same manual load, with compliance documentation stacked on top. I have spent years in that world, which is where I learned that the hardest problems in a business are rarely technical.
Different industries, same shape of problem. The work repeats and a person is still doing it by hand.
The manual work tax
Every business pays it. It just never shows up on an invoice.
Think about what your team actually did last week. Data typed from one screen into another. A report assembled by hand from three exports. An onboarding packet that took two days because it moved between four people. A month end close that ate a weekend.
None of that is judgment work. It is pattern work, and pattern work is exactly what AI handles well now.
The question is not whether these tasks can be automated. Most of them can. The question is which ones are worth automating first, and that is where most businesses get stuck. They either try to change everything at once and stall, or they wait for a perfect solution and never start.
How I help
AI Workflow Automation
The core of what I do. I find the tasks your team repeats every week and build automation that handles them. Client onboarding, report generation, data transfer between systems, document processing. You keep the judgment calls. The software does the typing.
Small Business Workflow Optimization
For businesses that know something is inefficient but cannot name it. I map how work actually moves through your company, find where the time is going, and build a practical plan. Sometimes the answer is AI. Sometimes it is a better process and a simpler tool.
Data Cleanup and Analytics
Good models need good data, and most business data is messy. I build the cleaning and validation pipelines that turn scattered records into something you can actually run reports on. Then I build the reports.
Platform Migration and Integration
Moving off a legacy system, or trying to get two systems to talk to each other. I plan the migration, move the data, validate that nothing was lost, and connect the pieces so information flows without a person in the middle.
How an engagement runs
No long discovery phase and no forty page deck. The process is short on purpose.
Look
We walk through your actual workflows. Not the documented version, the real one. I want to see the spreadsheet with the macros nobody understands and the folder where the exports pile up.
Pick
We choose one workflow to start with. The right first project is boring and repetitive and eats real hours every week. Not the flashiest one.
Build
I build it, test it against your live data, and show you the output before anything goes into production.
Hand off
You get documentation and training. The point is that this keeps running whether or not I am around.
Typical first project runs four to eight weeks. You should see time savings in the first month.
Why work with me
I write code and I have worked inside financial services. That combination is less common than it sounds.
Most technology consultants understand the tooling but not your business. Most industry consultants understand your business but hand off the build. I do both, which means the thing I recommend is the thing I can actually deliver.
Financial services is where I learned to do this properly. Documentation requirements are strict, the tolerance for error is low, and nothing ships without an audit trail. Building automation in that environment sets a bar. Most other businesses feel straightforward after it.
I also do not resell anything. No vendor pays me a referral fee, so when I tell you a tool is wrong for you, that is the only reason I am saying it.
Writing
- How to Improve Operational Efficiency in Service IndustriesWith AI, industries that are blue collar driven have an ability to setup processes that drive operational efficiency. Service workers diagnose and solve problems. Replacing… Read more: How to Improve Operational Efficiency in Service Industries
- Simplify workflows with AI to get ROI on spendingAI is the biggest bet most enterprises are making right now. Most of them are losing it, and the model has almost nothing to do… Read more: Simplify workflows with AI to get ROI on spending
- Challenging cost headwinds for frontier AI models aheadThe initial AI players in the US, Claude ,and ChatGPT, seems to find gold with their models.But as costs of frontier models balloon, and open… Read more: Challenging cost headwinds for frontier AI models ahead
Where to start
Most engagements start with one workflow that is clearly costing you time. You do not need a strategy. You need to pick the thing that is most annoying and fix it.
If you want to talk through what that might be, get in touch.