Work
Selected engagements
Multinational, EMEA operations
Operations centralization
Consolidating operations work from country offices into a regional hub, with the capacity model and transition plan behind it.
Financial publisher
Small-cap growth research
Growth reports on listed U.S. and Canadian small caps, written from public filings for several thousand institutional and private investors.
Parish organization
Staffing and financial strategy
Payroll and financial records pulled into one staffing cost model, with the financial position tested under a couple of planning scenarios. Leadership used the recommendations to plan hiring and financial health for 30% of the operating budget.
Logistics company
Driver payroll automation
Weekly payroll calculated automatically against a performance-based pay structure, built in Power Automate.
Delivery route operator
Driver performance scorecard
A method to pull driver performance data the carrier's platform doesn't export, turned into a scorecard with PDF and Excel output.
Regional locksmith
Job management system
Paper quoting and dispatch replaced with a system that runs from quote through QuickBooks invoice export.
Residential landlord
Rent management system
Rent tracking and maintenance history for each property, in one tool the owner runs without a subscription.
Start with a conversation
Initial discussions are complimentary and focused on understanding the situation and whether the fit is right.