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Technology Advisory and Leadership

What this is

Technology strategy and leadership - from a single decision to an ongoing role.

The decisions are real - software selection, build vs. buy, roadmap, when to replace something that's breaking down. Getting these decisions wrong costs real time, real money, and real emotional effort with people. This is the work of being in the room for those decisions, whether you need help making one call or want someone involved as the business keeps growing.

What falls under this

If any of these sound familiar, this is where to start.

A technology decision with real money behind it

Buy, build, or replace - and if you pick wrong, it costs real time and real money to undo. You need someone who can evaluate the options without an agenda.

No one on the team who speaks both business and tech

The technical people know the systems. The business leaders know the goals. Nobody's translating effectively between the two, and decisions keep irritating both sides.

Software that doesn't fit the way the business works

A tool was bought, implemented, and never really adopted. Or it's being used, but only partially - and the gaps are filled in by hand.

A roadmap that exists on paper but doesn't connect to reality

There's a plan. It doesn't account for how the business actually grows, what systems actually cost to maintain, or what the team can realistically do.

Senior technology leadership without a full-time hire

The business needs someone who can set direction, make decisions, and lead cross-functional work - but not full time, and not at full-time cost.

Technical people who need a leader

The talent is there. What's missing is someone who can develop them, raise the bar, and connect their work to what the business is trying to do.

What this looks like in practice

Problems I've worked on.

  • A business wasn't sure whether to buy off-the-shelf software or build something custom. They had a clear direction before committing to anything.
  • A multi-year software roadmap - built, updated each year, and connected to how the business was actually growing.
  • Software selection across categories like inventory, accounting, and operations - where the wrong pick costs real money and real time to undo.
  • Vetting whether a new tool would actually fit the systems already in place, before the purchase was made.
  • Mentor and develop the technical people already on the team. Help leaders make better technology and data decisions.
Who this is for

For businesses that need someone in the room who understands both sides.

  • Small businesses facing a technology decision they've never made before - and don't want to get it wrong.
  • Growing companies that have outpaced their current systems and need a plan for what comes next.
  • Mid-sized businesses ($5M-$50M) that need ongoing senior technology involvement without a full-time hire.
  • Leadership teams that want better technology decisions but don't have the background to evaluate options on their own.
  • Companies with technical staff who need mentoring, clearer direction, or someone to raise the standard of the work.
How I work

Listen, understand, recommend, and act.

Before recommending anything, I want to understand what's actually happening. I want to see how the process works today, and I want to understand how it is supposed to work. I will ask follow up questions, keep asking past the first answer, and provide you a timely and actionable recommendation.

More on how I work →

Schedule a 30-minute conversation.

Call or book a free 30-minute conversation, in person or online. Tell me what's not working, and I'll let you know if I can help.