Builder · How I Work
The hardest part of running operations now is connecting AI to the way the work actually flows. I do that by reading every process through more than a dozen lenses at once, the same way I have across an entire career. The technology changed. The discipline did not.
The Lens
A career running operations in regulated environments built a particular way of seeing. Every process I assess gets read through more than a dozen lenses at once. Operations, risk, compliance, finance, information technology, data, vendor management, information governance, records management, administrative services, people, and legal are some of them. Most AI advisors read through one.
That is why the work holds up. An AI workflow that survives all of those reads is a production system. One that survives only the technology read is a pilot that dies in week three.
Operations
Where does the work actually flow?
Turn the dial or click any lens to open the record
The Lens
Where does the work actually flow?
What I See
Proof
From Seeing to Delivering
Driver
Direct partnership with the C-suite and Board, stakeholder alignment in the right sequence, and adoption that still holds six months after go-live.
32-person team across two countries · Change leadership across 12 entities
Builder
Systems, programs, and governance built for where the business is going, with the technical debt of where it has been removed on the way.
25+ custom applications on Azure · eDiscovery program from scratch
Executor
Court-ordered deadlines, regulator oversight, and cutovers where the business cannot stop operating while everything underneath it changes.
$1.1B mandate closed in under 7 months · Fallout ratio 0.09% · Zero downtime
The lens decides what I see. This is what I do about it.
Where I Go Deep
Operating Model · AI Workflow · Process
Operating model redesign, AI-enabled workflow implementation, and process optimization for organizations that know their current state is not their best state.
Adoption · Alignment · Communication
Stakeholder alignment, communication planning, and adoption strategy for large-scale operational and technology change. The best platform fails if the people who use it do not trust it, understand it, or believe it was built for them.
Records · Retention · Disposition
Building and rehabilitating enterprise records programs, from retention schedule design to dark data remediation to defensible disposition at scale. Working programs that hold up under regulatory audit and litigation scrutiny, not policy documents that sit in a drawer.
eDiscovery · Litigation · Legal Tech
eDiscovery platform design, litigation support infrastructure, matter management, and legal technology strategy for in-house teams. Every decision defensible when opposing counsel is watching, and every cost justified to the CFO.
Hands-On AI Capability
Multi-agent AI workflows implemented in an operations context, with maker-checker controls and audit logic so autonomous agents can be trusted in production.
Model tiering, caching, and selective invocation applied to control per-transaction API cost without degrading output. AI that the CFO can live with.
A multi-agent intelligence system built and deployed end to end, applying LLM scoring, automated routing, and live data integrations in a working environment.
Advisory
Between roles I take a limited number of advisory engagements as an Independent Advisor and Consultant. The work covers AI implementation and governance, operational assessment, and transformation roadmaps. If that is the conversation you want to have, start it here.
No methodology theater. No discovery process before the conversation. Bring the problem and we talk about it directly.
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