01

Advisory

A second pair of eyes on the strategic and technical calls you can't easily delegate: platform bets, technical diligence, roadmap, and the people decisions behind them. Most often startups, but useful any time you'd rather not figure it out alone.

  • Technology & AI strategy advisory Evaluating platform bets, AI and vendor selection, and build-vs-buy calls before you commit budget or headcount.
  • Board & investor technical diligence An independent read on the technical narrative behind a fundraise, acquisition, or board update, before it's in front of people who'll ask hard questions.
  • Roadmap & architecture review A second opinion on where the platform is headed, what's actually load-bearing, and what can wait.
  • Technical hiring & org advisory Screening technical hires and vendors, or sanity-checking how an engineering org is structured, before you commit to either.
02

Coaching

For leaders growing into a bigger seat, and for teams that need to make decisions together better. Confidential, practical, and grounded in what you're actually working on.

  • Executive coaching For CEOs, founders, and senior leaders working through strategy calls, organization design, or the step up into a bigger seat.
  • Technical leadership coaching For engineering leaders growing into VP/CTO scope: shipping through others, managing managers, and talking technology to non-technical stakeholders.
  • AI literacy & adoption coaching Hands-on coaching for leaders and teams putting AI to work, from "what is this actually" through safe, productive day-to-day use.
  • Team coaching Short engagements with a leadership team to sharpen how you make decisions together, useful after a reorg, an acquisition, or a rough quarter.
03

Fractional Services

An experienced operator embedded in your leadership team. Enough time to move the needle. Not so much that you're carrying a permanent cost.

  • Fractional Chief AI Officer Set the AI strategy, evaluate vendors, stand up guardrails, and get the first real wins shipped, without hiring a full-time executive before you're ready.
  • Fractional CIO / CTO Technology leadership for organizations in transition: after a founder steps back, between searches, or ahead of a funding event where the board wants a steadier hand.
  • Fractional COO Tighten operations, instrument the business, and turn execution from miracles into repeatable systems. Useful when growth has outpaced the seams holding things together.
  • Fractional Head of Strategy & Transformation Own the roadmap, align the organization, and drive a single transformation program to completion. I stay until the thing lands, then hand it off cleanly.

Accessibility Audits

WCAG 2.2 AA audits of web products, with a completed VPAT (ACR) you can hand to procurement or a government buyer. Findings come with remediation guidance your engineering team can act on, not just a pile of flagged nodes.

  • WCAG 2.2 AA conformance audit
  • Automated + manual + assistive-tech testing
  • VPAT 2.x / ACR authored to your product
  • Prioritized remediation plan

AI Adoption & Implementation

Move beyond the hype. Build an AI strategy grounded in people, process, and execution. When your industry or your data demand it, run the whole thing on infrastructure you control.

Strategy & Implementation

  • An honest read on whether you're ready for AI
  • Workflows built around the AI, not determined by it
  • Build vs. buy vs. wait, decided together
  • A win for employees, leadership, and the company

Local AI Environment

  • On-prem or private-cloud deployment, no third-party providers
  • Model selection sized to your hardware and use cases
  • Identity, access, and audit logging baked in
  • Data isolation so prompts and outputs stay where they belong

Automation Solutions

Find the automation with the best return-on-investment and implement it. Skip the rest.

  • Identify where automation actually pays off in your workflows
  • Pick the tools and a plan to ship them
  • Honest ROI analysis
  • Train your team for successful long-term adoption & utilization

Compliance

Get audit-ready without grinding your team to a halt. Scope the effort, write the policies you'll actually follow, pick tooling that fits, and coordinate with the auditor or regulator on the other side.

Cross-Framework

  • Breach response and incident readiness
  • Annual notification and staff training that makes an impact

SOC 2

  • Readiness assessment and gap analysis
  • Control design and policy authoring
  • Tooling selection (GRC, logging, identity)
  • Auditor liaison through Type I and Type II

HIPAA

  • Risk analysis and Security Rule gap assessment
  • Policies, procedures, and BAAs that fit your stack
  • Safeguards mapped to real PHI flows, not theoretical ones

FERPA

  • Directory vs. educational record classification
  • Consent, disclosure, and access workflows
  • Vendor and EdTech data-sharing agreement reviews

Contract Management

Managing contractual obligations across their full lifecycle, from defining what "done" looks like in an SLA to tracking performance and obligations until the engagement closes.

SLAs

  • SLA design: the metrics that actually matter for your context, not generic uptime numbers
  • Negotiation support: what to push on, what to accept, what to walk away from
  • Monitoring and reporting frameworks so you know in real time whether commitments are being met
  • Remediation planning: what happens when an SLA is missed, before it is

Contract Lifecycle Management

  • Contract inventory: knowing what you've signed, where it lives, and when it matters
  • Renewal tracking: no surprises when contracts auto-renew or expire
  • Amendment and variation management across the engagement
  • Audit readiness: being able to answer "what are we committed to?" at any moment

Contract Oversight

  • Ongoing obligation monitoring: are both parties delivering what they committed to?
  • Scope change management and documentation when requirements shift
  • Escalation paths defined before they're needed
  • Exit and termination planning so the end of a contract isn't a scramble

Data Analytics & Reporting

Turn the data you already have into reports and dashboards that actually inform decisions, not just decorate slide decks.

  • Data audit: what you have, what you can trust, what's missing
  • Dashboards and reports built around the decision being made
  • Pipeline and warehouse design when the raw data needs work first
  • Hand-off so your team can extend it without me

Digital Transformation

Technology modernization isn't just about the technology; it requires organizational change. It must be considered from day one, and implemented with technology solutions your team will actually use.

  • A plan with the right actions in the right order
  • Untangling legacy systems without breaking them
  • Bringing the organization along, not dragging it
  • Knowing when to keep going and when to change course

Education Technology

More than a decade building, implementing, and advising on K-12 and higher-education technology, including the interoperability standards that make disparate EdTech platforms actually work together.

Standards & Interoperability

  • Ed-Fi data standard for student-information exchange and data alignment
  • 1EdTech (IMS Global) specifications: LTI, QTI, CASE, OneRoster
  • SIS and LMS integration design, validation, and troubleshooting
  • Interoperability assessments and vendor conformance evaluation

Implementation & Advisory

  • EdTech product evaluation, RFP development, and vendor selection
  • SIS, LMS, and assessment platform rollout, migration, and training
  • Build-vs-buy decisions grounded in real implementation experience
  • Strategy and roadmapping for EdTech portfolios and modernization

Proposal Services

Whether a proposal is coming in or going out, making sure it fits your expectations and needs.

Review

  • Read against your goals and constraints, not the vendor's framing
  • Surface the assumptions, gaps, and gotchas hiding in the fine print
  • Flag pricing, scope, and risk language that won't age well
  • A recommendation with reasoning, not just a thumbs up or down

Writing

  • Win themes and narrative scaffolding before drafting begins
  • Outline mapped to the RFP or to the buyer's actual questions
  • Drafting and rewriting that sounds like you, not a template
  • Final polish and a red-team pass before you hit send

Strategy & Planning

Utilizing cross-industry pattern analysis, I work with leadership teams to identify proven strategies from other fields and adapt them to yours.

  • Roadmaps you'll actually use
  • Sharper positioning against your competition
  • Plays borrowed from other industries
  • Decision frameworks for the calls only you can make

Technical Services

Hands-on build work, either as an individual contributor or leading the team that does.

Software Engineering

  • Software Architecture
  • Software Design
  • System & API Design
  • Code Review & Refactoring
  • Testing Strategy & QA
  • DevOps, Infrastructure & Deployment

Web Development

  • Frontend (accessible by default)
  • Backend & APIs
  • Performance & Core Web Vitals
  • Third-party integrations

Training

Training your employees and end users on the tools, processes, and products they actually use. Either I build the materials from scratch, or I take what you already have and turn it into something people learn from; then I deliver the sessions.

  • Train-your-team delivery, in person or remote, using your existing materials as the starting point.
  • Training material development: facilitator guides, participant workbooks, and the exercises that make it stick.
  • End-user & customer enablement: onboarding curricula, certification paths, and live workshops.
  • Train-the-trainer: getting your internal experts ready to run the sessions themselves.

Screening Services

An independent read on the people and organizations you're about to commit to, before you sign. Same analytical lens whether the subject is a candidate, a contractor, or a vendor.

Candidate Screening

  • Resume and portfolio review against the actual role requirements
  • Interview question design and skills-assessment rubric
  • Debrief facilitation for consistent, defensible panel scoring
  • Reference check framework and question set

Contract Employee Review

  • SOW and contract analysis: scope, rate, risk language, assumptions
  • Gap analysis: what the contract doesn't cover but probably should
  • Red-team: what would have to go wrong for this engagement to fail?
  • Market benchmarking for rate and scope

Vendor Search & Review

  • Vendor market map: who the credible players are for your category
  • Evaluation rubric built around your constraints, not generic RFP boilerplate
  • Shortlist review with a recommendation and the reasoning behind it
  • Reference outreach guide: who to talk to and what to ask

Not sure which one fits?

Most engagements start with a conversation. Tell me the problem and I'll tell you honestly how I'd approach it.

Get in touch