For advisors.

If you advise business owners as their accountant, investor, banker, exit planner or IT provider, you often see their systems problems before they do. The close takes too long because the same numbers are typed into three places. The business runs on one person and a spreadsheet. Nobody is sure what the old system does, so nobody dares replace it.

You can see the problem, but fixing it isn’t your job. I’m the person you can send them to.

An easy first step.
Most of these clients don’t need a software project yet. They need to know what to do. My one-week systems assessment gives them that: I spend time on-site with their team, learn how the business runs and look at the software they rely on.

They come away with a short, plain-English roadmap: where the problems are, what they’re costing, what to change first, and rough estimates of cost, complexity and timeline. It’s a fixed one week, and the plan is theirs to keep. They can hire me to carry it out, or take it to someone else.

When it tends to come up.
Before a sale. A buyer’s diligence will find the manual workarounds and the systems only one person understands. It’s better to find them first, with time to fix what matters.

After an acquisition. Two companies mean two sets of systems, and someone has to merge them or move one onto the other without stopping the business.

Around an ERP project. The ERP is only part of the job. The online store, the warehouse, the 3PL and the older systems still have to talk to it. I build those connections.

When a client asks you for something outside your work. If you run an agency or manage a client’s IT and they need an integration or a piece of custom software you don’t build, I can take that part.

What you can expect from me.
Your client stays your client. I do the systems work and nothing else.

My advice is independent. Where a product they can buy will do the job, I’ll say so. I only recommend building what needs to be built.

They deal with one person. I do the assessment and the build myself, and I support what I build afterward. My process →

Why me.
I’ve built and maintained systems for established brands (Google, BMW, Toys“R”Us), high-volume online stores (Wild One, Laura Geller, Giordano’s Pizza) and startups at launch (Our Place, Nestig, Ami Colé). I also built and run Flex Bundles, a Shopify app that processes millions of dollars in orders every month. Read the case study →

If a client comes to mind, I’m happy to talk it through with you first, before any introduction. I’m in Pittsburgh and glad to meet in person. Get in touch →