Fix the foundation.
Then build what actually works.
I help small and medium business owners fix their tools and data, so they stop leaking time and money — without hiring a full IT or finance team.
Most SMBs don't have a data problem. They have a foundation problem.
Dashboards get built before the data is reliable. Software gets adopted before anyone configures it properly. Time and money get spent, results disappoint, and teams stop trusting the numbers. I work as an implementation partner — not an advisor who hands over a report and walks away. You work with me directly: a senior practitioner with 15 years of enterprise-grade analytics and transformation experience, without the enterprise overhead.
Your reporting is held together by spreadsheets
Weekly numbers come from multiple files built by different people. Nobody fully agrees on which one is right.
Your tools don't talk to each other
CRM, accounting, and operations software sit in silos. Getting a full picture requires manual exports every time.
You have data but can't act on it
Reports and dashboards exist, but they don't answer the questions that matter — and nobody trusts the numbers enough to decide from them.
Growth is outpacing your infrastructure
Revenue is up, but the backend — processes, systems, reporting — is held together by memory and workarounds.
Every engagement is fixed-scope.
Most clients begin with a Systems & Data Assessment. Implementation, analytics, and performance work follow from there. Scope and cost are always agreed before we start — we'll talk specifics on the call.
Systems & Data Assessment
Maps how your business operates, pinpoints your most costly gaps, and delivers a prioritized plan for what to fix and in what order. Delivered within 5–7 days as a written report you own, regardless of next steps.
What's Included- Intake session (60–90 min) to understand your tools and processes
- Systems & data review
- Written assessment report: current state, gap analysis, priority issues ranked by impact, recommendations, and implementation plan
- A clear picture of what is broken
- An implementation plan so you know the full journey before committing
Systems Implementation & Integration
I configure and connect the software your business runs on: CRM, accounting, operations, and automation. Most businesses have the right tools but the wrong setup — I fix the configuration and make data flow automatically.
What's Included- CRM platform setup and integration
- Accounting software configuration
- Operations and workflow tool integration
- Workflow automation connecting systems end to end
- End-to-end integration audit across all platforms
- Data flows automatically between your tools
- One source of truth your whole team works from
- Hours saved every week on admin and reconciliation
Data & Analytics
The foundation layer. Once your systems are connected, I build the reporting and analytics infrastructure that turns raw operational data into a clear, reliable picture of what's happening in your business.
What's Included- KPI framework design — defining the metrics relevant to your business
- Dashboard setup connecting CRM, operations, and accounting data
- Automated reporting — operational and financial, without manual effort
- Data quality audit — gaps, integrity issues, inconsistencies
- Reporting infrastructure — pipelines, scheduled exports, structured storage
- KPIs defined, standardized, and trusted across the organization
- Reports delivered automatically
- Faster decisions because trusted numbers are always current
Performance Measurement
Once dashboards are reliable, this layer connects your numbers to business outcomes: where revenue is earned or lost, how efficiently work is delivered, and how well your sales funnel converts. Scoped as a single engagement covering the metrics relevant to your business.
Revenue · Operational · Sales Funnel- Profitability by product, service line, segment, or channel; pricing adequacy; margin leakage; cash flow forecasting
- Utilization, rework/error rates, cycle time, cost per unit, on-time delivery, capacity vs. demand
- Lead-to-booking conversion, response time, lost-lead tracking, referral performance, acquisition cost and lifetime value
- Know what products and services make money
- Make pricing and staffing decisions with data
- See where clients come from and where leads are lost
Operations & Process Improvement
Systems and data are only as good as the processes built around them. I map how your business operates, identify where work slows down or falls through the cracks, and design practical fixes your team can follow without a manual in hand.
What's Included- Workflow mapping and bottleneck identification
- SOP documentation — written procedures your team can use
- Handoff and escalation process design
- Post-implementation process redesign to embed new tools
- Change management planning to drive adoption
- Fewer dropped balls and missed handoffs
- Processes documented so the business doesn't depend on one person's memory
- New tools adopted, not just installed
This engagement is independent — no prior systems or analytics project required.
After the project, keep it running.
Many clients move to a monthly retainer for continued advisory, monitoring, and strategic support as the business evolves — so you stay focused on running the business, not troubleshooting tools.
Maintenance
System health monitoring, minor updates, and ongoing monthly support hours. Keeps what we built running cleanly.
Growth Partner
Monthly KPI and performance review, profitability tracking, new reporting builds, and a higher monthly advisory allowance.
Fractional Advisor
Weekly operational and financial review, strategic input, board-ready reporting. A senior data and finance partner embedded in your business.
Growing businesses whose systems haven't kept pace.
I work with small and medium businesses across Canada and the United States. The common thread: you need someone who can assess what's broken and fix it — not just advise you on what to do.
Trades & Field Services
HVAC, plumbing, electrical, landscaping, cleaning — where scheduling, dispatch, job costing, and customer info must work together reliably.
Contractors & Project-Based Businesses
Construction, remodeling, consulting, creative, and professional services firms facing estimating, billing, or coordination challenges.
Retail & Wholesale
Independent retailers, distributors, ecommerce operators, and specialty wholesalers needing clarity on inventory and margin.
Owner-Led SMBs
Businesses with 5–100 employees where the owner is still the operational backbone and growth has outpaced the systems in place.
Professional Services
Accounting, legal, advisory, marketing, and technology firms that need CRM, billing, and operational data connected and automated.
Startups & Scale-ups
Early-stage businesses building their operational and data foundation for the first time.
A strong fit if:
- You're growing but operations feel harder than they should
- Your reporting is manual, inconsistent, or distrusted
- Your tools don't connect and data lives in silos
- You need someone who implements and maintains the solution
- You want an experienced partner, not a task vendor to manage
Probably not a fit if:
- You need a full-time employee, not a project partner
- You want assessment decks with no implementation follow-through
- You're an enterprise with complex procurement requirements
- You're not ready to act on findings
Four stages. No skipped steps.
I don't begin with software recommendations. I begin by understanding what's broken.
Assess
I map how your business runs, find where systems and processes break, and quantify the cost.
OUTPUT: A clear picture of what to fix firstDesign
I create practical, stage-appropriate solutions prioritized by impact.
OUTPUT: A scoped plan with deliverables and timelineBuild
I implement the work myself: CRM setup, integrations, workflows, dashboards, documentation, models.
OUTPUT: Working systems tested under real conditionsSupport
I ensure the solution is adopted, stable, and reliable under real workload.
OUTPUT: A business that runs with less frictionNot advice without action
You get execution, not a report and a wish of good luck.
Not a junior hand-off
Every engagement is delivered by a senior practitioner with 15 years of enterprise experience.
Not built for enterprise
Everything is sized for your business: simple enough to adopt, structured enough to scale.
Enterprise rigor, without the enterprise overhead.
15 years of systems implementation, integration, analytics, and data strategy leadership across energy, fuel retail, manufacturing, and technology. I've built full data ecosystems end to end — from source systems to reporting — used daily at enterprise scale. The difference between a data consultant and a data advisor is execution.
Book a free 60-minute assessment
I'll ask about your current situation, identify your biggest operational or data bottleneck, and give you a practical next step — whether we work together or not. This is a conversation about your business, not a pitch.
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