01
Business growth keeps adding back-office headcount
The goal is to find a workflow where AI can produce a measurable improvement: fewer manual steps and errors, shorter cycle times, and higher productivity without proportional headcount growth.
Operations · Systems · AI · Execution
Business processes · AI and automation · enterprise systems delivery
I help business owners and executive teams identify workflows where AI and automation can improve a specific business metric. Then I redesign the work with the team and scale proven gains across the organization.
I connect business goals, workflows, data, enterprise systems, and the people who run them.
01 · Referral situations
When a critical workflow is falling short: the team is stretched, time and money are being lost, errors are rising, and the fixes tried so far are not materially improving the outcome.
01
The goal is to find a workflow where AI can produce a measurable improvement: fewer manual steps and errors, shorter cycle times, and higher productivity without proportional headcount growth.
02
Manual work, documents, approvals, exceptions, rework, and key-person dependencies make the process slow, costly, and hard to control.
03
ERP, CRM, workflow and document systems, data, and integrations do not operate as one coherent system or support critical workflows.
04
Business and IT disagree on the outcome, scope, accountability, architecture, and success criteria.
05
A product, pilot, or transformation program needs accountable delivery, validation against a baseline, and a path to scale.
Strongest fit: complex back-office workflows where money, documents, people, risk, data, and exceptions converge — finance, treasury, procurement, project delivery, document operations, and customer or partner support.
02 · Why trust me
I speak the language of business owners, finance leaders, IT teams, and the people doing the work — and align them around one measurable business outcome.
Built an IT function from the ground up in real estate. Led teams, enterprise system implementations, process redesign, and a portfolio of up to five concurrent major projects.
Built a full-cycle project and product delivery practice from marketing and sales through implementation and support. Led discovery, requirements, budgets, risk, teams, vendors, delivery, and portfolio economics.
Built AI Meetwise, a production platform for business meetings; a specialized AI toolset for enterprise ERP engineering; and more than 30 corporate automation and integration tools. Now building R-BOS.AI as an AI operating layer for governed business operations.
03 · A safe first step
The safest first step is a focused diagnostic of one workflow — before a large AI program, platform decision, or transformation commitment.
Executive advice, target operating model, architecture, and roadmap.
Pilot, workflow implementation, or project and transformation program leadership.
Fractional or interim CIO/CTO ownership, or a product and build partnership.
You keep the diagnostic output whether or not we continue. If we move into implementation, I can lead the pilot or program, or take broader responsibility as a fractional or interim CIO/CTO.