Your business outgrew its tools. I help close the gap.
Independent technology advising on Salesforce, workflow automation and AI adoption, for operations that have grown past spreadsheets and workarounds.
Most technology problems in operations are workflow problems wearing a technology costume. So before I recommend anything, I spend time watching how your team works now, where the handoffs are and where things get stuck. You can't automate a workflow you don't understand as a human process first.
From there we decide together what to build, what to buy and what to leave alone. I don't resell software, so the advice isn't tied to a vendor, and whatever we build is documented and stays yours.
A spreadsheet here, a shared drive there, a process that lives in one person's head. It worked for a long time. Then the team grew, and every new hire made it a little more fragile. The work I usually take on:
- Salesforce architecture, cleanup and custom builds
- Automating administrative workflows end to end, in Flow, Apex, Apps Script and Python
- Practical AI adoption, starting from the workflow rather than the tool
- Google Workspace, devices and the IT basics a small team needs
I've spent about nine years building and running the technology for a multi-site healthcare operation in home infusion. That covers the Salesforce platform behind intake, nursing, pharmacy and billing, the integrations around it, and the day-to-day IT. I build hands-on.
Before healthcare I worked in technical project management and in research on technology and society. My M.A. is in sociology and anthropology from Tel Aviv University, which has turned out to be more useful for this work than you'd expect.
I take on a small number of advisory projects alongside my main role.
If your operation has grown past the way it runs, send me a short note about what's getting in the way. I'll tell you plainly what I'd look at first, and whether I'm the right person for it.