Over 20 years (at Tungsten / Kofax) helping enterprises use intelligent automation to streamline operations. Now, independent and ready to help YOU level up your AI & automation 'game'.

Strategy, selection, and systems — from a first prescription to an operating partner.
A focused session that delivers a prioritized prescription of AI tools matched to real bottlenecks — plus a short implementation plan. The fastest way to find what to ship first.
Identify and redesign document-driven and repetitive workflows for automation, using AI to cut bottlenecks and operating cost.
Independent guidance on tools and platforms — no vendor quota, just honest expertise from someone who sat on that side of the table.
Chief AI Officer leadership without the full-time hire. Embed into the leadership team to set strategy, prioritize initiatives, and build internal capability.
Workshops and briefings that help leadership teams understand AI's business impact — hype separated from what is actually worth doing.
Online booking, payments, and an AI voice agent that answers and books. One live system — not a slide.
One system in production — not a concept deck.
From a phone-only static site to a full booking system with payments and a 24/7 AI voice agent. Website, scheduling, Stripe, and after-hours coverage — live.

Clokd, RetireEdge, SnapStiQ, and P&Lics.
If you still book every job by phone, see the Front Desk System.
The view from inside a leading automation vendor — without the quota.
Twenty years inside Tungsten / Kofax — how deals are sold, what implementations actually require, and where the pitch diverges from the work.
Independent. No software to sell, no reseller cut, no leftover commission. The only incentive is that the system gets used.
Advice that has to survive contact with a real workflow. If it will not ship, it does not go in the recommendation.
I work with leadership teams, PE-backed operators, and owners who want a system built — not another deck.
Start a conversationWhether you're just starting to explore AI or ready to accelerate an existing initiative, let's have a conversation. No sales pitch — just an honest discussion about what's possible for your business.
Tell me what you are trying to change. I typically respond within 24 hours.